CEFZ Institutional Ownership & 13F Filings | Stock Alarm Pro

CEFZ(CEFZ)

CEFZ

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Top 31 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	814.12K	Mar 31, 26	-12.26K	16.87%
PARK AVENUE SECURITIES LLC	646.69K	Mar 31, 26	-16.15K	13.40%
Waverly Advisors, LLC	299.43K	Mar 31, 26	-7.11K	6.21%
WADDELL & ASSOCIATES, LLC	147.03K	Mar 31, 26	+3.64K	3.05%
AE Wealth Management LLC	112.45K	Mar 31, 26	+535	2.33%
Triangle Securities Wealth Management	90.62K	Mar 31, 26	+190	1.88%
MML INVESTORS SERVICES, LLC	62.09K	Mar 31, 26	-29.77K	1.29%
Cetera Investment Advisers	39.68K	Mar 31, 26	-478	0.82%
Cambridge Investment Research Advisors, Inc.	34.14K	Mar 31, 26	+10.97K	0.71%
INDEPENDENT FINANCIAL GROUP, LLC	26.69K	Mar 31, 26	+1.23K	0.55%
INTEGRATED CAPITAL MANAGEMENT, INC.	24.75K	Mar 31, 26	+563	0.51%
Kestra Advisory Services, LLC	19.29K	Mar 31, 26	+19.29K	0.40%
Great Lakes Retirement, Inc.	18.90K	Mar 31, 26	-1.92K	0.39%
GTS SECURITIES LLC	14.96K	Mar 31, 26	-42.95K	0.31%
JANE STREET GROUP, LLC	14.79K	Mar 31, 26	+14.79K	0.31%
Creative Planning	11.88K	Mar 31, 26	--	0.25%
ROYAL BANK OF CANADA	11.81K	Mar 31, 26	--	0.24%
Authentikos Wealth Advisory, LLC	11.44K	Mar 31, 26	+443	0.24%
WEDBUSH SECURITIES INC	11.00K	Mar 31, 26	+11.00K	0.23%
Plante Moran Financial Advisors, LLC	10.63K	Mar 31, 26	--	0.22%
Elevated Capital Advisors, LLC	9.11K	Mar 31, 26	+9.11K	0.19%
ADVISOR GROUP HOLDINGS, INC.	4.79K	Mar 31, 26	-10.19K	0.10%
Lloyd Advisory Services, LLC.	3.80K	Mar 31, 26	-10.94K	0.08%
Kingdom Financial Group LLC.	3.80K	Mar 31, 26	+177	0.08%
Allworth Financial LP	2.44K	Mar 31, 26	+60	0.05%
Quest 10 Wealth Builders, Inc.	164	Mar 31, 26	--	0.00%
Triumph Capital Management	28	Mar 31, 26	+3	0.00%
BANK OF AMERICA CORP /DE/	--	Mar 31, 26	-2.61K	--
Farther Finance Advisors, LLC	--	Mar 31, 26	-792	--
DHJJ Financial Advisors, Ltd.	--	Mar 31, 26	-7	--
CIBC Private Wealth Group, LLC	4.43K	Dec 31, 25	--	0.09%