CEFZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +15.5% ·
net new positions +12.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 827.72K | +1.7% | $6.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 103.29K | New | $850,037 | 0.0% | New | 1 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 90.33K | +45.5% | $743,308 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 41.87K | +5.5% | $344,577 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 15.13K | +215.5% | $124,500 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Creative Planning | 11.88K | 0.0% | $97,733 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 11.81K | 0.0% | $97,000 | 0.0% | Held | 3 | SEC ↗ |
| 8 | UBS Group AG | 5.66K | New | $46,551 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $850,037 | 0.0% |
| UBS Group AG | $46,551 | 0.0% |
Exited
| Jane Street Group, Llc | $116,086 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 28 holders, 2.45M shares, $13.78M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.