Who owns CEFS?
Saba Opportunistically Hedged Closed-End Funds ETF
92 institutions reported holding CEFS, worth $152.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CEFS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $10.8M | 423,147 | +22,655 shares |
| New England Private Wealth Advisors LLC | Wellesley, MA | $10.3M | 410,877 | +20,362 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $9.1M | 353,867 | +9,615 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $8.4M | 326,100 | +19,401 shares |
| AdvisorNet Financial, Inc | Minnetonka, MN | $8.3M | 323,208 | +41,785 shares |
| Arete Wealth Advisors, LLC | Chicago, IL | $7.3M | 286,252 | +6,318 shares |
| Cetera Investment Advisers | Schaumburg, IL | $7.3M | 285,866 | +17,013 shares |
| Columbus Macro, LLC | New Castle, PA | $7.0M | 273,615 | +15,564 shares |
| XML Financial, LLC | Bethesda, MD | $6.9M | 270,311 | +38,531 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $6.8M | 266,188 | −31,928 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CEFS?
92 institutional managers reported holding CEFS in Form 13F filings for June 30, 2026, worth $152.7M in total. The largest reported position was held by LPL Financial LLC, at $10.8M.
Did institutions buy or sell CEFS last quarter?
Reported 13F value rose 18.6% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CEFS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.