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Saba Closed-End Funds ETF (CEFS) Institutional Ownership

Saba Closed-End Funds ETF logo
$22.46 +0.46 (+2.07%)
Closing price 07/3/2025 03:27 PM Eastern
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Institutional Ownership Changes (13F Filings) for Saba Closed-End Funds ETF (BATS:CEFS)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$60.72M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$21.84M
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CEFS Institutional Buying and Selling by Quarter

Saba Closed-End Funds ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/14/2025Lionsbridge 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%
5/9/2025Chicago 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%
5/6/2025Triumph Capital Management39,046$833K0.3%+7.0%0.314%
5/6/2025Proficio Capital Partners LLC87,656$1.87M0.1%-12.6%0.704%
5/2/2025Fortress Wealth Management Inc.335,890$7.17M3.7%-9.6%2.698%
5/1/20253EDGE 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%
4/28/2025Oregon 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%
4/23/2025Oppenheimer & Co. Inc.81,952$1.75M0.0%+26.8%0.658%
4/22/2025XML Financial LLC80,862$1.73M0.2%+23.0%0.649%
4/21/2025Avior Wealth Management LLC44,320$945K0.0%+10.3%0.356%
4/17/2025Janney Montgomery Scott LLC22,000$469K0.0%-23.0%0.178%
4/17/2025Columbus Macro LLC6,957$148K0.0%-24.3%0.056%
4/16/2025Wealth Enhancement Advisory Services LLC68,728$1.47M0.0%+12.0%0.557%
4/10/2025Amplius Wealth Advisors LLC26,202$559K0.1%+3.6%0.212%
4/9/2025NBC Securities Inc.4,049$86K0.0%+101,125.0%0.033%
4/7/2025AdvisorNet Financial Inc114,571$2.44M0.2%N/A0.928%
4/4/2025Quent Capital LLC2,850$61K0.0%N/A0.023%
3/17/2025Wealth 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%
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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%
2/10/2025Farther 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%
2/6/2025Unified Investment Management20,872$447K0.5%N/A0.226%
2/5/2025Proficio Capital Partners LLC1,290,785$27.65M0.0%+1,148.2%13.954%
2/5/2025Oppenheimer & Co. Inc.64,656$1.39M0.0%+4.2%0.699%
1/31/20253EDGE 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%
1/27/2025Consolidated Portfolio Review Corp11,554$247K0.0%-3.9%0.125%
1/24/2025Columbus Macro LLC9,194$197K0.0%N/A0.099%
1/24/2025Oregon Pacific Wealth Management LLC22,203$476K0.5%N/A0.240%
1/24/2025Chicago Partners Investment Group LLC50,906$1.10M0.0%-21.0%0.550%
1/22/2025Fortress 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%
1/21/2025Grimes & Company Inc.30,273$648K0.0%+27.6%0.327%
1/17/2025Avior Wealth Management LLC40,165$860K0.0%+11.7%0.434%
1/17/2025Janney Montgomery Scott LLC28,568$612K0.0%N/A0.309%
1/17/2025XML Financial LLC65,746$1.41M0.1%+105.3%0.711%
1/16/2025Lionsbridge Wealth Management LLC44,620$956K0.8%-5.3%0.482%
1/14/2025Rovin Capital UT ADV54,715$1.17M0.4%+6.5%0.592%
1/13/2025Future 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%
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%
11/6/2024Oppenheimer & Co. Inc.62,061$1.38M0.0%+14.9%0.671%
11/2/2024XML Financial LLC32,026$713K0.1%+79.1%0.346%
11/1/2024Proficio Capital Partners LLC103,411$2.30M0.2%-54.2%1.118%
11/1/2024Lionsbridge Wealth Management LLC47,102$1.05M0.8%-3.0%0.509%
10/29/2024Chicago Partners Investment Group LLC64,427$1.43M0.0%+3.1%0.697%
10/29/2024Farther Finance Advisors LLC1,630$36K0.0%N/A0.018%
10/28/2024Gladstone Institutional Advisory LLC14,463$322K0.0%-27.5%0.156%
10/24/2024J.W. Cole Advisors Inc.24,498$545K0.0%+74.0%0.265%
10/24/2024Wealth Enhancement Advisory Services LLC58,531$1.30M0.0%+36.1%0.633%
10/24/2024Consolidated Portfolio Review Corp12,029$268K0.1%-18.6%0.130%
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10/23/2024Grimes & Company Inc.23,723$528K0.0%+14.4%0.256%
10/21/2024Calton & Associates Inc.9,024$201K0.1%N/A0.098%
10/21/2024Foundations Investment Advisors LLC217,417$4.84M0.1%+12.6%2.350%
10/18/2024Fortress Wealth Management Inc.340,909$7.59M3.8%+4.3%3.686%
10/16/2024Amplius Wealth Advisors LLC24,984$556K0.1%+2.0%0.270%
10/15/2024NBC Securities Inc.3,827$85K0.0%+62.4%0.041%
10/8/2024Future Financial Wealth Managment LLC2,000$44K0.0%N/A0.022%
8/22/2024Cetera Investment Advisers147,030$3.13M0.0%-23.6%1.590%
8/8/2024J.W. Cole Advisors Inc.14,081$300K0.0%+42.4%0.152%
8/8/2024Envestnet Asset Management Inc.168,398$3.59M0.0%-30.2%1.821%
(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. ($7.17M), Foundations Investment Advisors LLC ($5.82M), Envestnet Asset Management Inc. ($4.60M), Cetera Investment Advisers ($3.96M), Raymond James Financial Inc. ($3.77M), and Thomas J. Herzfeld Advisors Inc. ($2.90M).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. ($352.08K), Raymond James Financial Inc. ($326.77K), Foundations Investment Advisors LLC ($272.79K), LPL Financial LLC ($157.33K), Thomas J. Herzfeld Advisors Inc. ($148.83K), and AdvisorNet Financial Inc ($114.57K).

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

Institutional investors have bought a total of 2,829,581 shares in the last 24 months. This purchase volume represents approximately $60.72M in transactions.

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

Of the 22 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 999,628 shares in the last 24 months. This volume of shares sold represents approximately $21.84M in transactions.


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This page (BATS:CEFS) was last updated on 7/7/2025 by MarketBeat.com Staff
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