CEFS EXCHANGE LISTED FDS TR: institutional ownership and insider trading

94 funds reported holding $160M of EXCHANGE LISTED FDS TR in their latest 13F filings; in Q2 2026 funds net bought $4.25M, with 11 new positions and 1 funds selling out.

Famous investors holding CEFS

Largest institutional holders of CEFS

  1. LPL Financial LLC — $10.8M
  2. New England Private Wealth Advisors LLC — $10.1M
  3. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $9.07M
  4. ENVESTNET ASSET MANAGEMENT INC — $8.36M
  5. AdvisorNet Financial, Inc — $8.13M
  6. Fortress Wealth Management, Inc. — $8.03M
  7. Arete Wealth Advisors, LLC — $7.34M
  8. Cetera Investment Advisers — $7.33M
  9. Columbus Macro, LLC — $7.16M
  10. XML Financial, LLC — $6.93M

All CEFS 13F holders