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Saba Closed-End Funds ETF (CEFS) Institutional Ownership

Saba Closed-End Funds ETF logo
$25.10 -0.02 (-0.08%)
As of 07/24/2026 04:10 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)
55
Total
Institutional Inflows
(last 12 months)
$53.68M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$6.42M
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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
7/9/2026 Ares Financial Consulting LLC105,934$2.72M1.9%-4.1%0.796%
7/9/2026 Tactive Advisors LLC54,387$1.39M0.3%+4.6%0.409%
7/8/2026 First Heartland Consultants Inc.10,416$267K0.0%+10.5%0.078%
7/7/2026 Avior Wealth Management LLC47,809$1.23M0.0%-0.8%0.359%
6/3/2026NewEdge Advisors LLC43,150$973K0.0%+8.6%0.324%
5/20/2026Arete Wealth Advisors LLC279,934$6.29M0.4%+14.0%2.105%
5/19/2026NewEdge Advisors LLC43,150$973K0.0%+8.6%0.324%
5/19/2026Arete Wealth Advisors LLC279,934$6.29M0.4%+14.0%2.105%
5/18/2026Royal Bank of Canada298,116$6.72M0.0%+2.6%2.241%
5/16/2026Family Manage LLC25,937$585K0.1%-27.0%0.195%
5/13/2026Cetera Investment Advisers268,853$6.06M0.0%+5.9%2.021%
5/6/2026 Independent Financial Group LLC104,898$2.37M0.1%N/A0.789%
5/5/2026NFSG Corp42,740$964K0.2%+23.5%0.321%
4/29/2026Unified Investment Management21,081$475K0.5%+2.5%0.159%
4/27/2026Private Advisor Group LLC16,454$371K0.0%+6.0%0.124%
4/23/2026 Oregon Pacific Wealth Management LLC13,170$297K0.3%-34.8%0.099%
4/21/2026 Columbus Macro LLC258,051$5.82M0.6%+4.6%1.940%
4/17/2026 AdvisorNet Financial Inc281,423$6.35M0.3%+2.1%2.116%
4/17/2026XML Financial LLC231,780$5.23M0.4%+21.1%1.743%
4/16/2026 Tactive Advisors LLC51,980$1.17M0.3%+1.7%0.391%
4/16/2026 Sheets Smith Wealth Management46,034$1.04M0.1%-5.1%0.346%
3/4/2026SHP Wealth Management1,864$43K0.0%N/A0.014%
2/18/2026 Braeburn Wealth Management LLC11,675$269K0.1%N/A0.088%
2/18/2026NewEdge Advisors LLC39,723$915K0.0%+21.5%0.299%
2/18/2026Private Capital Management LLC194,618$4.48M0.4%+11.3%1.463%
2/18/2026Millennium Management LLC15,511$357K0.0%N/A0.117%
2/17/2026Cetera Investment Advisers253,817$5.85M0.0%+9.0%1.908%
2/17/2026Osaic Holdings Inc.52,132$1.20M0.0%-20.8%0.392%
2/17/2026Royal Bank of Canada290,550$6.69M0.0%+19.2%2.185%
2/16/2026Mariner LLC12,016$277K0.0%N/A0.090%
2/16/2026Fort Point Capital Partners LLC32,778$760K0.1%N/A0.246%
2/13/2026Arete Wealth Advisors LLC245,564$5.66M0.3%N/A1.846%
2/13/2026Thomas J. Herzfeld Advisors Inc.84,021$1.94M0.7%-14.7%0.632%
2/13/2026Visionary Wealth Advisors73,698$1.70M0.1%-1.6%0.554%
2/13/2026Stifel Financial Corp16,732$386K0.0%+2.7%0.126%
2/13/2026Quattro Advisors LLC101,521$2.34M1.9%N/A0.763%
2/13/2026Ausdal Financial Partners Inc.53,202$1.23M0.1%N/A0.400%
2/13/2026New England Private Wealth Advisors LLC382,742$8.82M1.1%+6.8%2.878%
2/12/2026 Triumph Capital Management43,719$1.01M0.2%-1.2%0.329%
2/12/2026Commonwealth Equity Services LLC27,317$629K0.0%+6.9%0.205%
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2/12/2026Steward Partners Investment Advisory LLC1,941$45K0.0%-30.9%0.015%
2/11/2026LPL Financial LLC405,574$9.34M0.0%-8.1%3.049%
2/11/2026XML Financial LLC191,327$4.41M0.4%+27.7%1.439%
2/11/2026Closed End Fund Advisors Inc.10,441$241K0.1%N/A0.079%
2/11/2026 J.W. Cole Advisors Inc.26,677$615K0.0%+27.0%0.201%
2/10/2026Foundations Investment Advisors LLC256,506$5.91M0.1%+5.0%1.929%
2/9/2026 Cary Street Partners Financial LLC26,459$610K0.0%-8.4%0.199%
2/9/2026New England Private Wealth Advisors LLC382,742$8.82M0.5%+6.8%2.878%
2/6/20263EDGE Asset Management LP57,009$1.31M0.1%+8.8%0.429%
2/6/2026Quantify Chaos Advisors LLC30,968$714K2.2%N/A0.233%
2/4/2026 Certior Financial Group LLC18,216$420K0.3%+30.3%0.137%
2/4/2026Advisor OS LLC24,812$572K0.0%+6.6%0.187%
2/3/2026Anfield Capital Management LLC7,429$171K0.1%+32.1%0.056%
2/3/2026 Encompass More Asset Management9,390$216K0.0%N/A0.071%
2/2/2026Oppenheimer & Co. Inc.60,824$1.40M0.0%-35.7%0.457%
1/30/2026 Ares Financial Consulting LLC36,740$846K0.8%N/A0.276%
1/29/2026 NBC Securities Inc.6,440$148K0.0%+14.6%0.048%
1/28/2026Chicago Partners Investment Group LLC45,477$1.06M0.0%-10.7%0.342%
1/27/2026 Novem Group12,190$281K0.0%+25.8%0.092%
1/23/2026 Farther Finance Advisors LLC316,162$7.28M0.1%+9,861.0%2.377%
1/21/2026Newbridge Financial Services Group Inc.34,611$797K0.1%+43.8%0.260%
1/20/2026 AdvisorNet Financial Inc275,727$6.35M0.3%+42.0%2.073%
1/20/2026 Sheets Smith Wealth Management48,510$1.12M0.1%+6.9%0.365%
1/16/2026 Oregon Pacific Wealth Management LLC20,193$465K0.5%-7.7%0.152%
1/15/2026 Columbus Macro LLC246,616$5.68M0.6%+3,216.5%1.854%
1/12/2026 Amplius Wealth Advisors LLC27,551$635K0.1%+1.9%0.207%
1/9/2026 Tactive Advisors LLC51,109$1.18M0.3%+39.4%0.384%
1/8/2026 Wealth Enhancement Advisory Services LLC127,604$2.92M0.0%+14.7%0.959%
1/6/2026 Avior Wealth Management LLC45,059$1.04M0.0%+7.6%0.339%
11/17/2025NewEdge Advisors LLC32,700$745K0.0%+14.4%0.246%
11/17/2025 Triumph Capital Management44,248$1.01M0.2%+7.0%0.333%
11/17/2025Private Capital Management LLC174,922$3.98M0.4%+10.7%1.315%
11/17/2025Citadel Advisors LLC13,241$301K0.0%-27.6%0.100%
11/14/2025Raymond James Financial Inc.280,182$6.38M0.0%+6.4%2.107%
11/14/2025Scotia Capital Inc.90,134$2.05M0.0%+4.6%0.678%
11/14/2025Newbridge Financial Services Group Inc.24,066$548K0.1%+115.0%0.181%
11/13/2025Family Management Corp74,081$1.69M0.2%+11.6%0.557%
11/13/2025Private Advisor Group LLC13,395$305K0.0%+29.5%0.101%
11/13/2025New England Private Wealth Advisors LLC358,330$8.16M1.1%+13.8%2.694%
11/12/2025Advisor OS LLC23,278$530K0.0%+12.3%0.175%
11/10/2025 Cary Street Partners Financial LLC28,884$658K0.0%+3.4%0.217%
11/6/2025Oppenheimer & Co. Inc.94,605$2.15M0.0%+5.6%0.711%
11/5/2025 J.W. Cole Advisors Inc.21,005$478K0.0%-4.4%0.158%
11/5/2025Envestnet Asset Management Inc.266,958$6.08M0.0%+11.4%2.007%
11/3/2025Foundations Investment Advisors LLC244,220$5.56M0.1%+3.7%1.836%
10/31/2025 Certior Financial Group LLC13,984$318K0.2%N/A0.105%
10/30/20253EDGE Asset Management LP52,385$1.19M0.1%-1.3%0.394%
10/30/2025Chicago Partners Investment Group LLC50,922$1.17M0.0%-2.5%0.383%
10/29/2025 Wealth Enhancement Advisory Services LLC111,235$2.53M0.0%+50.0%0.836%
10/29/2025Rovin Capital UT ADV60,426$1.38M0.4%+0.9%0.454%
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Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

10/20/2025XML Financial LLC149,881$3.41M0.3%+19.8%1.127%
10/16/2025 Columbus Macro LLC7,436$169K0.0%-22.6%0.056%
10/16/2025 Sheets Smith Wealth Management45,390$1.03M0.1%+15.1%0.341%
10/16/2025Fortress Wealth Management Inc.352,729$8.03M3.6%+0.4%2.652%
10/14/2025 Tactive Advisors LLC36,659$835K0.2%+4.4%0.276%
10/9/2025 AdvisorNet Financial Inc194,168$4.42M0.3%+45.9%1.460%
9/4/2025Osaic Holdings Inc.68,783$1.53M0.0%-26.4%0.517%
8/19/2025Newbridge Financial Services Group Inc.11,195$249K0.0%N/A0.084%
8/18/2025 Tactive Advisors LLC35,112$781K0.3%N/A0.264%
8/15/2025Visionary Wealth Advisors75,401$1.68M0.1%+7.6%0.567%


CEFS Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 institutional investors and hedge funds held shares of Saba Closed-End Funds ETF. The most heavily invested institutionals were LPL Financial LLC ($9.34M), New England Private Wealth Advisors LLC ($8.82M), Fortress Wealth Management Inc. ($8.03M), Farther Finance Advisors LLC ($7.28M), Royal Bank of Canada ($6.72M), Raymond James Financial Inc. ($6.38M), and AdvisorNet Financial Inc ($6.35M).Learn more on Saba Closed-End Funds ETF's institutional investors.

Of the 70 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 ($1.21M), Raymond James Financial Inc. ($430.21K), Farther Finance Advisors LLC ($315.68K), Arete Wealth Advisors LLC ($314.30K), Foundations Investment Advisors LLC ($293.88K), AdvisorNet Financial Inc ($281.42K), and Columbus Macro LLC ($262.46K).

Institutional investors have bought a total of 2,351,370 shares in the last 24 months. This purchase volume represents approximately $53.68M in transactions.

Of the 20 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: Thomas J. Herzfeld Advisors Inc. ($62.74K), Osaic Holdings Inc. ($38.42K), Foundations Investment Advisors LLC ($37.37K), LPL Financial LLC ($35.66K), Oppenheimer & Co. Inc. ($33.78K), Napa Wealth Management ($22.96K), and Family Manage LLC ($9.60K).

Institutional investors have sold a total of 283,325 shares in the last 24 months. This volume of shares sold represents approximately $6.42M in transactions.


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This page (BATS:CEFS) was last updated on 7/25/2026 by MarketBeat.com Staff.
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