EXCHANGE LISTED FDS TR

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CEFS·30151E806·US·etf·Unknown - Unknown

SABA INT RATE

CEFS (EXCHANGE LISTED FDS TR) is held by 23 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($9M), RAYMOND JAMES FINANCIAL INC ($7.8M), ENVESTNET ASSET MANAGEMENT INC ($6.9M). Net institutional sentiment: Mixed.

23

Holders

Avg rating(6 Elite)

$50.9M

Total Value

57% (28)

Fund Consensus

13 buying - 10 selling

Smart Money Verdict

View all

46Weak MomentumSingle Source

Institutional (13F)46

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how CEFS's score breaks down across 4 SEC sources

Holder Quality

6

★★★★★

Elite

11

★★★★

Strong

6

★★★

Solid

5

★★

Below

0

★

Weak

Held by 23 funds

6 elite

No recent insider, activist, or congressional trades found for this stock

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

Positions (23)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	400,492(-1.3%)	$9M	0.0%	+60.82%	0
RAYMOND JAMES FINANCIAL INC	Increased	344,252(+8.2%)	$7.8M	0.0%	+20.24%	30
ENVESTNET ASSET MANAGEMENT INC	Increased	306,699(+5.7%)	$6.9M	0.0%	+45.68%	29
ROYAL BANK OF CANADA	Increased	298,116(+2.6%)	$6.7M	0.0%	+17.79%	28
Cetera Investment Advisers	Increased	268,853(+5.9%)	$6.1M	0.0%	+41.27%	29
Farther Finance Advisors, LLC	Decreased	181,791(-42.5%)	$4.2M	0.0%	+9.68%	0
OSAIC HOLDINGS, INC.	Increased	130,868(+151.0%)	$3M	0.0%	+24.12%	43
SCOTIA CAPITAL INC.	Increased	103,771(+2.2%)	$2.3M	0.0%	+58.28%	27
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	74,425(-41.7%)	$1.7M	0.0%	+27.70%	0
Lido Advisors, LLC	Unchanged	52,765	$1.2M	0.0%	+44.49%	0
MAMATHER GROUP, LLC.	New	27,446	$618,907	0.0%	+7.67%	34
STIFEL FINANCIAL CORP	Increased	17,577(+5.0%)	$396,362	0.0%	+23.93%	25
Private Advisor Group, LLC	Increased	16,454(+6.0%)	$371,042	0.0%	+15.49%	25
AQR CAPITAL MANAGEMENT LLC	New	15,418	$347,682	0.0%	+7.67%	33
MORGAN STANLEY	Increased	4,721(+5.2%)	$106,465	0.0%	+32.71%	16
Allworth Financial LP	Unchanged	3,200	$72,160	0.0%	+17.61%	0
Rockefeller Capital Management L.P.	Increased	2,347(+3.0%)	$52,934	0.0%	+13.04%	21
Steward Partners Investment Advisory, LLC	Decreased	1,922(-1.0%)	$43,341	0.0%	+86.22%	0
NewEdge Advisors, LLC	Increased	43,150(+8.6%)	$43,150	0.0%	+33.59%	22
ASSETMARK, INC	Unchanged	703	$15,853	0.0%	+27.23%	0

Showing 1-20 of 28

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer