EXCHANGE LISTED FDS TR (CEFS) is held by 23 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling CEFS?

In Q1 2026, 13 institutions opened or increased positions in EXCHANGE LISTED FDS TR while 10 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on CEFS?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for EXCHANGE LISTED FDS TR.

How many hedge funds hold CEFS?

23 institutional investors report holding EXCHANGE LISTED FDS TR (CEFS) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into CEFS?

As of Q1 2026, tracked institutions in EXCHANGE LISTED FDS TR show 13 buyers versus 10 sellers — net inflows.

EXCHANGE LISTED FDS TR

CEFS·30151E806·US·ETF·Unknown - Unknown

Holders

Avg rating(15 Elite)

$51.8M

Total Value

57% (28)

Fund Consensus

13 buying - 10 selling

No verdict yet — fewer than 2 funds hold CEFS.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	400,492(-1.3%)	$9M	0.0%	+63.26%	0
RAYMOND JAMES FINANCIAL INC	Increased	344,252(+8.2%)	$7.8M	0.0%	+22.06%	30
ENVESTNET ASSET MANAGEMENT INC	Increased	306,699(+5.7%)	$6.9M	0.0%	+47.90%	29
ROYAL BANK OF CANADA	Increased	298,116(+2.6%)	$6.7M	0.0%	+19.58%	28
Cetera Investment Advisers	Increased	268,853(+5.9%)	$6.1M	0.0%	+43.42%	29
Farther Finance Advisors, LLC	Decreased	181,791(-42.5%)	$4.2M	0.0%	+11.35%	0
OSAIC HOLDINGS, INC.	Increased	130,868(+151.0%)	$3M	0.0%	+26.00%	43
SCOTIA CAPITAL INC.	Increased	103,771(+2.2%)	$2.3M	0.0%	+60.68%	27
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	74,425(-41.7%)	$1.7M	0.0%	+29.65%	0
Lido Advisors, LLC	Unchanged	52,765	$1.2M	0.0%	+46.69%	0
NewEdge Advisors, LLC	Increased	43,150(+8.6%)	$973,030	0.0%	+35.62%	27
MAMATHER GROUP, LLC.	New	27,446	$618,907	0.0%	+9.30%	34
STIFEL FINANCIAL CORP	Increased	17,577(+5.0%)	$396,362	0.0%	+25.82%	25
Private Advisor Group, LLC	Increased	16,454(+6.0%)	$371,042	0.0%	+17.24%	25
AQR CAPITAL MANAGEMENT LLC	New	15,418	$347,682	0.0%	+9.30%	33
MORGAN STANLEY	Increased	4,721(+5.2%)	$106,465	0.0%	+34.73%	16
Allworth Financial LP	Unchanged	3,200	$72,160	0.0%	+19.40%	0
Rockefeller Capital Management L.P.	Increased	2,347(+3.0%)	$52,934	0.0%	+14.75%	21
Steward Partners Investment Advisory, LLC	Decreased	1,922(-1.0%)	$43,341	0.0%	+89.05%	0
ASSETMARK, INC	Unchanged	703	$15,853	0.0%	+29.16%	0