EXCHANGE LISTED FDS TR (CEFS) is held by 25 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q2 2026.

Are institutions buying or selling CEFS?

In Q2 2026, 14 institutions opened or increased positions in EXCHANGE LISTED FDS TR while 6 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on CEFS?

HoldingsIntel scores EXCHANGE LISTED FDS TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for CEFS. In Q2 2026, the institutional leg showed net inflows: 14 buying versus 6 selling.

How many hedge funds hold CEFS?

25 institutional investors report holding EXCHANGE LISTED FDS TR (CEFS) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into CEFS?

As of Q2 2026, tracked institutions in EXCHANGE LISTED FDS TR show 14 buyers versus 6 sellers — net inflows.

EXCHANGE LISTED FDS TR

CEFS·30151E806·US·ETF

Holders

(3 Elite)

$59M

Total Value

70% (20)

Consensus

14 buying - 6 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 25 funds

3 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CEFS.

Checking access…

	Action
LPL Financial LLC	Increased	423,147(+5.7%)	$10.8M	0.0%	+58.08%	29
RAYMOND JAMES FINANCIAL INC	Increased	353,867(+2.8%)	$9.1M	0.0%	+22.21%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	326,100(+6.3%)	$8.4M	0.0%	+44.32%	29
Cetera Investment Advisers	Increased	285,866(+6.3%)	$7.3M	0.0%	+40.41%	29
ROYAL BANK OF CANADA	Decreased	266,188(-10.7%)	$6.8M	0.0%	+21.39%	0
Farther Finance Advisors, LLC	Decreased	144,815(-20.3%)	$3.7M	0.0%	+15.39%	0
OSAIC HOLDINGS, INC.	Increased	135,375(+3.4%)	$3.5M	0.0%	+27.09%	27
SCOTIA CAPITAL INC.	Increased	105,734(+1.9%)	$2.7M	0.0%	+59.77%	27
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	73,205(-1.6%)	$1.9M	0.0%	+30.41%	0
Lido Advisors, LLC	Unchanged	52,765	$1.4M	0.0%	+47.76%	0
MAMATHER GROUP, LLC.	Decreased	25,132(-8.4%)	$644,384	0.0%	+12.01%	0
NewEdge Advisors, LLC	Decreased	23,131(-46.4%)	$593,084	0.0%	+36.65%	0
Private Advisor Group, LLC	Increased	18,658(+13.4%)	$478,395	0.0%	+15.04%	27
STIFEL FINANCIAL CORP	Increased	17,815(+1.4%)	$456,775	0.0%	+25.93%	24
AQR CAPITAL MANAGEMENT LLC	Increased	15,636(+1.4%)	$400,919	0.0%	+11.76%	24
CITADEL ADVISORS LLC	New	9,914	$254,195	0.0%	-3.13%	35
Sanctuary Advisors, LLC	New	8,535	$218,840	0.0%	-3.13%	32
MORGAN STANLEY	Decreased	4,637(-1.8%)	$118,895	0.0%	+35.85%	0
Allworth Financial LP	Unchanged	3,200	$82,048	0.0%	+20.05%	0
Rockefeller Capital Management L.P.	Increased	2,387(+1.7%)	$61,205	0.0%	+15.16%	21

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

EXCHANGE LISTED FDS TR

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