Institutional shares held 4.64 Million
0 calls
0 puts
Total value of holdings $106M
$0 calls
$0 puts
# of Institutions 80


Latest Institutional Activity in CEFS

Top Purchases

Q3 2025
Advisor Net Financial, Inc Shares Held: 194K ($4.45M)
Q3 2025
Sheets Smith Wealth Management Shares Held: 45.4K ($1.04M)
Q3 2025
Tactive Advisors, LLC Shares Held: 36.7K ($841K)
Q3 2025
Fortress Wealth Management, Inc. Shares Held: 353K ($8.09M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 3.17K ($72.8K)

Top Sells

Q3 2025
Columbus Macro, LLC Shares Held: 7.44K ($171K)
Q2 2025
Thomas J. Herzfeld Advisors, Inc. Shares Held: 87.7K ($2.01M)
Q2 2025
Foundations Investment Advisors, LLC Shares Held: 235K ($5.4M)
Q2 2025
Napa Wealth Management Shares Held: 30.4K ($698K)
Q2 2025
Citadel Advisors LLC Shares Held: 18.3K ($419K)

About CEFS

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