SABA CLOSED END FUNDS ETF (CEFS) Institutional Shareholders
SABA CLOSED END FUNDS ETF (CEFS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $149.89M in CEFS holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CEFS tracked by InsiderSet, reporting ownership valued at approximately $10.85M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.39M, representing an estimated loss of -4.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed CEFS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, New England Private Wealth Advisors Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in SABA CLOSED END FUNDS ETF (CEFS).
This page ranks the largest institutional CEFS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
92
Total Reported Value
$149.89M
Largest Holder
Lpl Financial Llc
Largest Position
$10.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 423,147 | $10,849,476 | $10,388,259 | -$461,217 | -4.25% | |
| New England Private Wealth Advisors Llc | 1.00% | 410,877 | $10,313,020 | $10,087,030 | -$225,990 | -2.19% | |
| Raymond James Financial Inc | 0.00% | 353,867 | $9,073,157 | $8,687,435 | -$385,722 | -4.25% | |
| Envestnet Asset Management Inc | 0.00% | 326,100 | $8,361,206 | $8,005,755 | -$355,451 | -4.25% | |
| Advisornet Financial, Inc | 0.38% | 323,208 | $8,287,064 | $7,934,756 | -$352,308 | -4.25% | |
| Arete Wealth Advisors, Llc | 0.49% | 286,252 | $7,339,518 | $7,027,487 | -$312,031 | -4.25% | |
| Cetera Investment Advisers | 0.01% | 285,866 | $7,329,606 | $7,018,010 | -$311,596 | -4.25% | |
| Columbus Macro, Llc | 0.68% | 273,615 | $7,015,491 | $6,717,248 | -$298,243 | -4.25% | |
| Xml Financial, Llc | 0.50% | 270,311 | $6,930,768 | $6,636,135 | -$294,633 | -4.25% | |
| Royal Bank Of Canada | 0.00% | 266,188 | $6,825,000 | $6,534,915 | -$290,085 | -4.25% | |
| Private Capital Management, Llc | 0.57% | 243,252 | $6,236,980 | $5,971,837 | -$265,143 | -4.25% | |
| Foundations Investment Advisors, Llc | 0.05% | 190,181 | $4,876,246 | $4,668,944 | -$207,302 | -4.25% | |
| Farther Finance Advisors, Llc | 0.03% | 144,815 | $3,713,056 | $3,555,208 | -$157,848 | -4.25% | |
| Osaic Holdings, Inc. | 0.00% | 135,375 | $3,470,939 | $3,323,456 | -$147,483 | -4.25% | |
| Ares Financial Consulting, Llc | 1.95% | 105,934 | $2,716,146 | $2,600,680 | -$115,466 | -4.25% | |
| Scotia Capital Inc. | 0.01% | 105,734 | $2,711,017 | $2,595,770 | -$115,247 | -4.25% | |
| Independent Financial Group, Llc | 0.05% | 100,949 | $2,588,331 | $2,478,298 | -$110,033 | -4.25% | |
| Quattro Advisors Llc | 1.72% | 100,670 | $2,581,177 | $2,471,449 | -$109,729 | -4.25% | |
| Visionary Wealth Advisors | 0.10% | 95,683 | $2,453,321 | $2,349,018 | -$104,303 | -4.25% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 73,205 | $1,857,954 | $1,797,183 | -$60,771 | -3.27% | |
| Commerce Advisors, Llc | 0.88% | 63,473 | $1,627,454 | $1,558,262 | -$69,192 | -4.25% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.49% | 62,053 | $1,591,039 | $1,523,401 | -$67,638 | -4.25% | |
| 3Edge Asset Management, Lp | 0.07% | 61,164 | $1,568,245 | $1,501,576 | -$66,669 | -4.25% | |
| Proficio Capital Partners Llc | 0.05% | 59,455 | $1,524,426 | $1,459,620 | -$64,806 | -4.25% | |
| Tactive Advisors, Llc | 0.34% | 54,387 | $1,394,494 | $1,335,201 | -$59,293 | -4.25% | |
| Lido Advisors, Llc | 0.00% | 52,765 | $1,352,895 | $1,295,381 | -$57,514 | -4.25% | |
| Ausdal Financial Partners, Inc. | 0.05% | 51,633 | $1,323,870 | $1,267,590 | -$56,280 | -4.25% | |
| Avior Wealth Management, Llc | 0.03% | 47,809 | $1,225,823 | $1,173,711 | -$52,112 | -4.25% | |
| Nfsg Corp | 0.15% | 47,681 | $1,222,541 | $1,170,569 | -$51,972 | -4.25% | |
| Iht Wealth Management, Llc | 0.03% | 47,468 | $1,217,070 | $1,165,339 | -$51,731 | -4.25% | |
| Triumph Capital Management | 0.22% | 46,694 | $1,197,234 | $1,146,338 | -$50,896 | -4.25% | |
| Sheets Smith Wealth Management | 0.12% | 45,688 | $1,171,440 | $1,121,640 | -$49,800 | -4.25% | |
| Chicago Partners Investment Group Llc | 0.02% | 44,771 | $1,124,656 | $1,099,128 | -$25,528 | -2.27% | |
| Principal Securities, Inc. | 0.01% | 40,315 | $1,033,677 | $989,733 | -$43,944 | -4.25% | |
| Amplius Wealth Advisors, Llc | 0.05% | 28,861 | $740,002 | $708,538 | -$31,464 | -4.25% | |
| J.W. Cole Advisors, Inc. | 0.01% | 28,559 | $732,240 | $701,123 | -$31,117 | -4.25% | |
| Adalta Capital Management Llc | 0.29% | 26,135 | $670,101 | $641,614 | -$28,487 | -4.25% | |
| Mather Group, Llc. | 0.01% | 25,132 | $644,384 | $616,991 | -$27,393 | -4.25% | |
| Css Llc/Il | 0.03% | 24,674 | $632,641 | $605,747 | -$26,894 | -4.25% | |
| Cary Street Partners Financial Llc | 0.01% | 23,302 | $597,474 | $572,064 | -$25,410 | -4.25% | |
| Newedge Advisors, Llc | 0.00% | 23,131 | $593,084 | $567,866 | -$25,218 | -4.25% | |
| Bison Wealth, Llc | 0.05% | 22,541 | $574,803 | $553,382 | -$21,421 | -3.73% | |
| Unified Investment Management | 0.51% | 21,090 | $540,742 | $517,760 | -$22,983 | -4.25% | |
| Private Advisor Group, Llc | 0.00% | 18,658 | $478,395 | $458,054 | -$20,341 | -4.25% | |
| Stifel Financial Corp | 0.00% | 17,815 | $456,775 | $437,358 | -$19,417 | -4.25% | |
| Quantify Chaos Advisors, Llc | 1.17% | 16,193 | $415,179 | $397,538 | -$17,641 | -4.25% | |
| Fort Point Capital Partners Llc | 0.04% | 16,063 | $411,850 | $394,347 | -$17,503 | -4.25% | |
| Aqr Capital Management Llc | 0.00% | 15,636 | $400,919 | $383,864 | -$17,055 | -4.25% | |
| Advisor Os, Llc | 0.03% | 15,420 | $395,357 | $378,561 | -$16,796 | -4.25% | |
| Certior Financial Group, Llc | 0.22% | 15,342 | $393,369 | $376,646 | -$16,723 | -4.25% |
Frequently asked questions about CEFS
Who owns the most CEFS stock?
The largest holders of CEFS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SABA CLOSED END FUNDS ETF (CEFS).
Is CEFS widely held by superinvestors?
Many widely followed stocks like CEFS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CEFS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.