81 tracked 13F filers disclose a position in CEFS as of the latest SEC 13F filings, a combined $133.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | New England Private Wealth Advisors LLC | $10.3M | 411K | ▲+5.2% Added · +20K sh | Q2 2026 | |
| 2 | LPL Financial LLC | $9.0M | 400K | ▼−1.3% Reduced · −5K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $7.8M | 344K | ▲+8.2% Added · +26K sh | Q1 2026 | |
| 4 | AdvisorNet Financial, Inc | $8.3M | 323K | ▲+15% Added · +42K sh | Q2 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $6.9M | 307K | ▲+5.7% Added · +17K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $6.7M | 298K | ▲+2.6% Added · +8K sh | Q1 2026 | |
| 7 | Arete Wealth Advisors, LLC | $7.3M | 286K | ▲+2.3% Added · +6K sh | Q2 2026 | |
| 8 | Columbus Macro, LLC | $7.0M | 274K | ▲+6.0% Added · +16K sh | Q2 2026 | |
| 9 | Cetera Investment Advisers | $6.1M | 269K | ▲+5.9% Added · +15K sh | Q1 2026 | |
| 10 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $5.0M | 222K | ▼−13% Reduced · −34K sh | Q1 2026 | |
| 11 | Private Capital Management, LLC | $4.8M | 214K | ▲+9.9% Added · +19K sh | Q1 2026 | |
| 12 | Farther Finance Advisors, LLC | $4.2M | 182K | ▼−43% Reduced · −134K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $3.0M | 131K | ▲+151% Added · +79K sh | Q1 2026 | |
| 14 | Ares Financial Consulting, LLC | $2.7M | 106K | ▼−4.1% Reduced · −5K sh | Q2 2026 | |
| 15 | SCOTIA CAPITAL INC. | $2.7M | 106K | ▲+1.9% Added · +2K sh | Q2 2026 | |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $2.6M | 101K | ▼−10% Reduced · −12K sh | Q2 2026 | |
| 17 | Quattro Advisors LLC | $2.6M | 101K | ▼−1.0% Reduced · −1K sh | Q2 2026 | |
| 18 | Visionary Wealth Advisors | $2.5M | 96K | ▲+19% Added · +15K sh | Q2 2026 | |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 73K | ▼−1.6% Reduced · −1K sh | Q2 2026 | |
| 20 | Commerce Advisors, LLC | $1.6M | 63K | ▲+0.2% Added · +110 sh | Q2 2026 | |
| 21 | Thomas J. Herzfeld Advisors, Inc. | $1.6M | 62K | ▼−4.0% Reduced · −3K sh | Q2 2026 | |
| 22 | 3EDGE Asset Management, LP | $1.6M | 61K | ▲+2.2% Added · +1K sh | Q2 2026 | |
| 23 | Proficio Capital Partners LLC | $1.5M | 59K | —Held | Q2 2026 | |
| 24 | Tactive Advisors, LLC | $1.4M | 54K | ▲+4.6% Added · +2K sh | Q2 2026 | |
| 25 | Lido Advisors, LLC | $1.4M | 53K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in CEFS and 16 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 40 funds | $5.1B |
| APPLE INCAAPL | 37 funds | $6.1B |
| ALPHABET INC-CL AGOOGL | 37 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $1.7B |
| JOHNSON & JOHNSONJNJ | 37 funds | $1.2B |
| NVIDIA CORPNVDA | 36 funds | $7.8B |
| AMAZON.COM INCAMZN | 36 funds | $3.2B |
| ISHARES CORE S&P 500 ETFIVV | 36 funds | $2.5B |
| ALPHABET INC-CL CGOOG | 36 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 36 funds | $1.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 36 funds | $1.4B |
| BROADCOM INCAVGO | 35 funds | $2.5B |
Ranked by how many of CEFS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CEFSthis pageSABA INT RATE | 81 funds | $133.8M |
| KDEFmc | 21 funds | $26.6M |
| TDSCETF | 18 funds | $86.0M |
| CLSMETF | 16 funds | $77.9M |
| TDSBETF | 15 funds | $42.5M |
| SSPYSTRATIFIED LARGE | 15 funds | $41.8M |
| LPRELong Pond Real Estate Select ETF | 14 funds | $71.7M |
| AMOMQRAFT AI US MMTM | 12 funds | $12.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CEFS
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CEFS/capital-change-brief"
Use Arkolith's capital_change_brief for CEFS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CEFS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.