Free Trial
→ Microsoft's Next Big Bet? (From Stansberry Research) (Ad) Free CEFS Stock Alerts

Saba Closed-End Funds ETF (CEFS) Institutional Ownership

Saba Closed-End Funds ETF logo
$22.18 +0.19 (+0.84%)
Closing price 08/1/2025 03:58 PM Eastern
Extended Trading
$22.18 0.00 (0.00%)
As of 08/1/2025 04:32 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Saba Closed-End Funds ETF (BATS:CEFS)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$59.25M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$21.16M
Get CEFS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Saba Closed-End Funds ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CEFS Institutional Buying and Selling by Quarter

Saba Closed-End Funds ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Envestnet Asset Management Inc.239,566$5.33M0.0%+11.2%1.801%
7/31/2025 3EDGE Asset Management LP53,068$1.18M0.1%+3.5%0.399%
7/29/2025 Chicago Partners Investment Group LLC52,216$1.17M0.0%-3.3%0.393%
7/23/2025 Columbus Macro LLC9,609$214K0.0%+38.1%0.072%
7/17/2025 XML Financial LLC125,102$2.78M0.2%+54.7%0.941%
7/17/2025 Janney Montgomery Scott LLC20,931$466K0.0%-4.9%0.157%
7/17/2025 Avior Wealth Management LLC41,859$931K0.0%-5.6%0.315%
7/15/2025 Sheets Smith Wealth Management39,430$877K0.1%N/A0.296%
7/15/2025 Oregon Pacific Wealth Management LLC22,280$496K0.5%-3.8%0.168%
7/14/2025 AdvisorNet Financial Inc133,084$2.96M0.2%+16.2%1.001%
7/11/2025 Farther Finance Advisors LLC2,792$62K0.0%+20.3%0.021%
7/10/2025 Fortress Wealth Management Inc.351,295$7.81M3.8%+4.6%2.641%
7/10/2025 Wealth Enhancement Advisory Services LLC74,177$1.67M0.0%+7.9%0.558%
7/9/2025 Triumph Capital Management41,352$920K0.3%+5.9%0.311%
5/16/2025NewEdge Advisors LLC25,306$540K0.0%+8.6%0.201%
5/15/2025Royal Bank of Canada124,181$2.65M0.0%+310.5%0.986%
5/14/2025Thomas J. Herzfeld Advisors Inc.135,966$2.90M1.0%+726.6%1.079%
5/14/2025Napa Wealth Management53,384$1.14M0.6%-5.3%0.424%
5/14/2025 Lionsbridge Wealth Management LLC39,526$843K0.7%-11.4%0.314%
5/13/2025Raymond James Financial Inc.176,743$3.77M0.0%+17.8%1.403%
5/13/2025Anfield Capital Management LLC5,425$116K0.0%+36.6%0.043%
5/9/2025 Chicago Partners Investment Group LLC54,017$1.15M0.0%+6.1%0.434%
5/9/2025Cary Street Partners Financial LLC32,172$686K0.0%-10.3%0.258%
5/9/2025Scotia Capital Inc.72,890$1.56M0.0%+2.0%0.585%
5/7/2025Foundations Investment Advisors LLC272,793$5.82M0.1%+1.6%2.191%
5/7/2025LPL Financial LLC414,519$8.84M0.0%-3.6%3.329%
5/6/2025Cetera Investment Advisers185,648$3.96M0.0%+7.2%1.491%
5/6/2025 Triumph Capital Management39,046$833K0.3%+7.0%0.314%
5/6/2025Proficio Capital Partners LLC87,656$1.87M0.1%-12.6%0.704%
5/2/2025 Fortress Wealth Management Inc.335,890$7.17M3.7%-9.6%2.698%
5/1/2025 3EDGE Asset Management LP51,263$1.09M0.1%-43.7%0.412%
4/29/2025Envestnet Asset Management Inc.215,517$4.60M0.0%+8.6%1.731%
4/28/2025 Oregon Pacific Wealth Management LLC23,162$494K0.5%+4.3%0.186%
4/28/2025Rovin Capital UT ADV58,942$1.26M0.4%+7.7%0.473%
4/23/2025 Oppenheimer & Co. Inc.81,952$1.75M0.0%+26.8%0.658%
4/22/2025 XML Financial LLC80,862$1.73M0.2%+23.0%0.649%
4/21/2025 Avior Wealth Management LLC44,320$945K0.0%+10.3%0.356%
4/17/2025 Janney Montgomery Scott LLC22,000$469K0.0%-23.0%0.178%
4/17/2025 Columbus Macro LLC6,957$148K0.0%-24.3%0.056%
4/16/2025 Wealth Enhancement Advisory Services LLC68,728$1.47M0.0%+12.0%0.557%
Is Elon's empire crumbling? (Ad)

The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as October 23rd.

Click here to see the Tesla shock that could blindside everyone.
4/10/2025Amplius Wealth Advisors LLC26,202$559K0.1%+3.6%0.212%
4/9/2025 NBC Securities Inc.4,049$86K0.0%+101,125.0%0.033%
4/7/2025 AdvisorNet Financial Inc114,571$2.44M0.2%N/A0.928%
4/4/2025 Quent Capital LLC2,850$61K0.0%N/A0.023%
3/17/2025 Wealth Enhancement Advisory Services LLC61,358$1.31M0.0%+4.8%0.511%
2/17/2025Visionary Wealth Advisors59,416$1.27M0.1%+46.2%0.642%
2/17/2025Tidal Investments LLC25,212$540K0.0%-70.5%0.273%
2/17/2025Private Capital Management LLC39,637$849K0.1%N/A0.429%
2/17/2025Napa Wealth Management56,396$1.21M0.5%+29.7%0.610%
2/17/2025Family Management Corp77,339$1.66M0.3%-5.1%0.836%
2/17/2025Cetera Investment Advisers173,170$3.71M0.0%+9.4%1.872%
2/17/2025Citadel Advisors LLC40,360$865K0.0%+30.1%0.436%
2/17/2025Cary Street Partners Financial LLC35,869$768K0.0%N/A0.388%
2/14/2025Talon Private Wealth LLC36,501$782K0.3%N/A0.395%
2/14/2025Stifel Financial Corp11,411$244K0.0%+12.7%0.123%
2/13/2025Scotia Capital Inc.71,441$1.53M0.0%+4.9%0.772%
2/13/2025Raymond James Financial Inc.150,028$3.21M0.0%N/A1.622%
2/13/2025Envestnet Asset Management Inc.198,372$4.25M0.0%+7.2%2.145%
2/12/2025Arete Wealth Advisors LLC37,487$802K0.1%-1.4%0.405%
2/12/2025Thomas J. Herzfeld Advisors Inc.16,448$352K0.1%-9.2%0.178%
2/11/2025LPL Financial LLC430,086$9.21M0.0%-13.8%4.650%
2/10/2025 Farther Finance Advisors LLC2,220$48K0.0%+36.2%0.024%
2/7/2025HighTower Advisors LLC14,791$317K0.0%-13.6%0.160%
2/7/2025New England Private Wealth Advisors LLC110,748$2.37M0.4%+639.2%1.197%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors14,400$308K0.0%N/A0.156%
2/6/2025Raymond James Financial Inc.150,028$3.21M0.0%N/A1.622%
2/6/2025Proficio Capital Partners LLC100,271$2.15M0.0%-3.0%1.084%
2/6/2025 Unified Investment Management20,872$447K0.5%N/A0.226%
2/5/2025Proficio Capital Partners LLC1,290,785$27.65M0.0%+1,148.2%13.954%
2/5/2025 Oppenheimer & Co. Inc.64,656$1.39M0.0%+4.2%0.699%
1/31/2025 3EDGE Asset Management LP91,127$1.95M0.1%-4.2%0.985%
1/31/2025J.W. Cole Advisors Inc.22,346$479K0.0%-8.8%0.242%
1/30/2025Principal Securities Inc.32,186$689K0.0%+5.1%0.348%
1/27/2025 Consolidated Portfolio Review Corp11,554$247K0.0%-3.9%0.125%
1/24/2025 Columbus Macro LLC9,194$197K0.0%N/A0.099%
1/24/2025 Oregon Pacific Wealth Management LLC22,203$476K0.5%N/A0.240%
1/24/2025 Chicago Partners Investment Group LLC50,906$1.10M0.0%-21.0%0.550%
1/22/2025 Fortress Wealth Management Inc.371,478$7.96M3.9%+9.0%4.016%
1/22/2025Foundations Investment Advisors LLC268,378$5.75M0.1%+23.4%2.901%
1/21/2025 Grimes & Company Inc.30,273$648K0.0%+27.6%0.327%
1/17/2025 Avior Wealth Management LLC40,165$860K0.0%+11.7%0.434%
1/17/2025 Janney Montgomery Scott LLC28,568$612K0.0%N/A0.309%
1/17/2025 XML Financial LLC65,746$1.41M0.1%+105.3%0.711%
1/16/2025 Lionsbridge Wealth Management LLC44,620$956K0.8%-5.3%0.482%
1/14/2025Rovin Capital UT ADV54,715$1.17M0.4%+6.5%0.592%
1/13/2025 Future Financial Wealth Managment LLC2,950$63K0.0%+47.5%0.032%
12/3/2024Rivernorth Capital Management LLC55,200$1.23M0.1%-79.0%0.597%
11/25/2024Tidal Investments LLC85,431$1.90M0.0%-5.7%0.924%
11/18/2024Arete Wealth Advisors LLC38,000$844K0.1%-2.0%0.411%
11/15/2024Stifel Financial Corp10,127$225K0.0%N/A0.109%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
11/15/2024Rivernorth Capital Management LLC55,200$1.23M0.1%-79.0%0.597%
11/15/2024HighTower Advisors LLC17,111$379K0.0%-5.0%0.185%
11/15/2024Hilltop Holdings Inc.9,194$205K0.0%N/A0.099%
11/7/2024Napa Wealth Management43,489$968K0.5%+34.4%0.470%
11/6/2024 Oppenheimer & Co. Inc.62,061$1.38M0.0%+14.9%0.671%
11/2/2024 XML Financial LLC32,026$713K0.1%+79.1%0.346%
11/1/2024Proficio Capital Partners LLC103,411$2.30M0.2%-54.2%1.118%
11/1/2024 Lionsbridge Wealth Management LLC47,102$1.05M0.8%-3.0%0.509%
10/29/2024 Chicago Partners Investment Group LLC64,427$1.43M0.0%+3.1%0.697%
10/29/2024 Farther Finance Advisors LLC1,630$36K0.0%N/A0.018%
(Data available from 1/1/2016 forward)

CEFS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CEFS shares?

During the previous two years, 65 institutional investors and hedge funds held shares of Saba Closed-End Funds ETF. The most heavily invested institutionals were LPL Financial LLC ($8.84M), Fortress Wealth Management Inc. ($7.81M), Foundations Investment Advisors LLC ($5.82M), Envestnet Asset Management Inc. ($5.33M), Cetera Investment Advisers ($3.96M), Raymond James Financial Inc. ($3.77M), and AdvisorNet Financial Inc ($2.96M).Learn more on Saba Closed-End Funds ETF's institutional investors.

Which institutional investors have been buying Saba Closed-End Funds ETF's stock?

Of the 57 institutional investors that purchased Saba Closed-End Funds ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Proficio Capital Partners LLC ($1.35M), Fortress Wealth Management Inc. ($367.48K), Raymond James Financial Inc. ($326.77K), Foundations Investment Advisors LLC ($272.79K), Thomas J. Herzfeld Advisors Inc. ($148.83K), AdvisorNet Financial Inc ($133.08K), and XML Financial LLC ($124.79K).

How much institutional buying is happening at Saba Closed-End Funds ETF?

Institutional investors have bought a total of 2,753,594 shares in the last 24 months. This purchase volume represents approximately $59.25M in transactions.

Which of Saba Closed-End Funds ETF's major shareholders have been selling company stock?

Of the 23 institutional investors that sold Saba Closed-End Funds ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($416.42K), Proficio Capital Partners LLC ($138.35K), LPL Financial LLC ($84.26K), Envestnet Asset Management Inc. ($72.92K), Tidal Investments LLC ($65.42K), Cetera Investment Advisers ($45.40K), and 3EDGE Asset Management LP ($43.86K).

How much institutional selling is happening at Saba Closed-End Funds ETF?

Institutional investors have sold a total of 967,632 shares in the last 24 months. This volume of shares sold represents approximately $21.16M in transactions.


Related Companies

This page (BATS:CEFS) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
Jeff Bezos Launches "ChatGPT Killer"?
Amazon just launched Nova—its secretive new AI system designed to rival ChatGPT. Bezos says he now spends 95% ...
Stansberry Research | Sponsored
Alien rocks potentially worth trillions…
It might look like just a weird rock—but it’s tied to a discovery 60 Minutes says could be worth up to $16 tri...
Porter & Company | Sponsored
Trump’s crypto advisor may have revealed the next big crypto opportunity
While investors chase Bitcoin toward $100K, D.C. insiders are quietly loading up on something else. One of Tru...
Weiss Ratings | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Too busy to trade? Good.
Too busy to trade? That might be your edge. This after-hours strategy is built for people who don’t sit at ...
Timothy Sykes | Sponsored
Genesis 14:13-17 [HIDDEN MEANING?]
A mysterious Bible verse from Genesis may hold the key to unlocking what one expert calls an “American birthri...
Paradigm Press | Sponsored
One stock to replace Nvidia
I'm a Futurist: Here are 3 stocks better than Nvidia Nvidia's own customers could soon become fierce compet...
InvestorPlace | Sponsored