Institutional Ownership Exchange Listed Fds Tr Saba Cl (CEFS)
This table provides information about the institutional ownership of Exchange Listed Fds Tr Saba Cl (CEFS). We have compiled data on the 80 institutions that hold shares in the stock, with a total of 4.59 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
13,690
shares
|
$308,435
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
13,414
shares
|
$302,217
0.0% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,200
shares
|
$274,866
0.01% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
11,195
shares
|
$252,223
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11,074
shares
|
$249,497
0.02% of portfolio
|
Q2 2025
Added 17.31%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
10,340
shares
|
$232,960
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
10,000
shares
|
$225,300
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
9,609
shares
|
$216,490
0.03% of portfolio
|
Q2 2025
Added 38.12%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
9,345
shares
|
$210,542
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,831
shares
|
$176,432
0.07% of portfolio
|
Q1 2023
Reduced 52.97%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
5,623
shares
|
$126,686
0.04% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,584
shares
|
$103,277
0.01% of portfolio
|
Q2 2025
Added 13.21%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,485
shares
|
$101,047
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
3,200
shares
|
$72,096
0.05% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
3,075
shares
|
$69,279
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,807
shares
|
$63,241
0.0% of portfolio
|
Q4 2023
Added 23.28%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,800
shares
|
$63,084
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,792
shares
|
$62,903
0.0% of portfolio
|
Q2 2025
Added 20.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,500
shares
|
$33,795
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$22,530
0.0% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
703
shares
|
$15,838
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
623
shares
|
$14,036
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
532
shares
|
$11,985
0.0% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
460
shares
|
$10,363
0.0% of portfolio
|
Q4 2024
Reduced 98.42%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
318
shares
|
$7,164
0.0% of portfolio
|
Q2 2025
New holding
|