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Saba Closed-End Funds ETF (CEFS) Institutional Ownership

Saba Closed-End Funds ETF logo
$25.74 0.00 (0.00%)
As of 07/2/2026 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)
54
Total
Institutional Inflows
(last 12 months)
$56.45M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$6.39M
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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
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%
5/6/2026Independent 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%
4/23/2026Oregon Pacific Wealth Management LLC13,170$297K0.3%-34.8%0.099%
4/21/2026Columbus Macro LLC258,051$5.82M0.6%+4.6%1.940%
4/17/2026AdvisorNet Financial Inc281,423$6.35M0.3%+2.1%2.116%
4/17/2026XML Financial LLC231,780$5.23M0.4%+21.1%1.743%
4/16/2026Tactive Advisors LLC51,980$1.17M0.3%+1.7%0.391%
4/16/2026Sheets Smith Wealth Management46,034$1.04M0.1%-5.1%0.346%
3/4/2026SHP Wealth Management1,864$43K0.0%N/A0.014%
2/18/2026Braeburn 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%
2/12/2026Triumph Capital Management43,719$1.01M0.2%-1.2%0.329%
2/12/2026Commonwealth Equity Services LLC27,317$629K0.0%+6.9%0.205%
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%
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2/11/2026J.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%
2/9/2026Cary 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%
2/4/2026Certior 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%
2/3/2026Encompass More Asset Management9,390$216K0.0%N/A0.071%
2/2/2026Oppenheimer & Co. Inc.60,824$1.40M0.0%-35.7%0.457%
1/30/2026Ares Financial Consulting LLC36,740$846K0.8%N/A0.276%
1/29/2026NBC 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%
1/27/2026Novem Group12,190$281K0.0%+25.8%0.092%
1/23/2026Farther 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%
1/20/2026AdvisorNet Financial Inc275,727$6.35M0.3%+42.0%2.073%
1/20/2026Sheets Smith Wealth Management48,510$1.12M0.1%+6.9%0.365%
1/16/2026Oregon Pacific Wealth Management LLC20,193$465K0.5%-7.7%0.152%
1/15/2026Columbus Macro LLC246,616$5.68M0.6%+3,216.5%1.854%
1/12/2026Amplius Wealth Advisors LLC27,551$635K0.1%+1.9%0.207%
1/9/2026Tactive Advisors LLC51,109$1.18M0.3%+39.4%0.384%
1/8/2026Wealth Enhancement Advisory Services LLC127,604$2.92M0.0%+14.7%0.959%
1/6/2026Avior Wealth Management LLC45,059$1.04M0.0%+7.6%0.339%
11/17/2025NewEdge Advisors LLC32,700$745K0.0%+14.4%0.246%
11/17/2025Triumph 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%
11/10/2025Cary 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%
11/5/2025J.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%
10/31/2025Certior 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%
10/29/2025Wealth 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%
10/20/2025XML Financial LLC149,881$3.41M0.3%+19.8%1.127%
10/16/2025Columbus Macro LLC7,436$169K0.0%-22.6%0.056%
10/16/2025Sheets 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%
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10/14/2025Tactive Advisors LLC36,659$835K0.2%+4.4%0.276%
10/9/2025AdvisorNet 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%
8/18/2025Tactive Advisors LLC35,112$781K0.3%N/A0.264%
8/15/2025Visionary Wealth Advisors75,401$1.68M0.1%+7.6%0.567%
8/15/2025Tidal Investments LLC21,625$481K0.0%N/A0.163%
8/14/2025Raymond James Financial Inc.263,270$5.86M0.0%+49.0%1.979%
8/14/2025Napa Wealth Management30,420$677K0.3%-43.0%0.229%
8/14/2025NewEdge Advisors LLC28,592$636K0.0%+13.0%0.215%


CEFS Institutional Ownership - Frequently Asked Questions

During the previous two years, 78 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 69 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 2,476,442 shares in the last 24 months. This purchase volume represents approximately $56.45M 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 282,769 shares in the last 24 months. This volume of shares sold represents approximately $6.39M in transactions.


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This page (BATS:CEFS) was last updated on 7/5/2026 by MarketBeat.com Staff.
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