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Ownership — CEFZ
Institutional Holdings
Insider Transactions
Institution
Shares
Value
Change
Filing Date
ENVESTNET ASSET MANAGEMENT INC
827.7K
$6.0M
+13.6K
2026-06-30
PARK AVENUE SECURITIES LLC
653.8K
$5.0M
+7.1K
2026-06-30
Waverly Advisors, LLC
298.5K
$2.0M
-945
2026-06-30
WADDELL & ASSOCIATES, LLC
150.7K
$1.0M
+3.7K
2026-06-30
AE Wealth Management LLC
109.2K
--
-3.2K
2026-06-30
CITADEL ADVISORS LLC
103.3K
--
+31.8K
2026-06-30
Triangle Securities Wealth Management
90.7K
--
+78
2026-06-30
MML INVESTORS SERVICES, LLC
90.3K
--
+28.2K
2026-06-30
Cetera Investment Advisers
41.9K
--
+2.2K
2026-06-30
Cambridge Investment Research Advisors, Inc.
40.2K
--
+6.1K
2026-06-30
INTEGRATED CAPITAL MANAGEMENT, INC.
27.2K
--
+2.5K
2026-06-30
INDEPENDENT FINANCIAL GROUP, LLC
26.3K
--
-349
2026-06-30
GTS SECURITIES LLC
24.9K
--
+9.9K
2026-06-30
WEDBUSH SECURITIES INC
21.0K
--
+10.0K
2026-06-30
Great Lakes Retirement, Inc.
17.6K
--
-1.3K
2026-06-30
Kestra Advisory Services, LLC
15.9K
--
-3.4K
2026-06-30
OSAIC HOLDINGS, INC.
15.1K
--
+10.3K
2026-06-30
Lloyd Advisory Services, LLC.
14.1K
--
+10.3K
2026-06-30
Creative Planning
11.9K
--
--
2026-06-30
Authentikos Wealth Advisory, LLC
11.4K
--
-33
2026-06-30
Elevated Capital Advisors, LLC
8.1K
--
-1.0K
2026-06-30
UBS Group AG
5.7K
--
+5.4K
2026-06-30
Institute for Wealth Management, LLC.
4.2K
--
--
2026-06-30
Kingdom Financial Group LLC.
3.2K
--
-633
2026-06-30
TOUNJIAN ADVISORY PARTNERS, LLC
1.5K
--
--
2026-06-30
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