Saba Closed End Funds ETF(CEFS)

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Saba Closed End Funds ETF(CEFS)

USBATS

$25.25—

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CEFS(CEFS)

CEFS

Overview Stream Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 103 Institutional Holders

Holder	Shares	Date	Change	% Held
New England Private Wealth Advisors LLC	410.88K	Jun 30, 26	+20.36K	2.38%
ENVESTNET ASSET MANAGEMENT INC	326.10K	Jun 30, 26	+19.40K	1.89%
AdvisorNet Financial, Inc	323.21K	Jun 30, 26	+41.78K	1.87%
Columbus Macro, LLC	273.62K	Jun 30, 26	+15.56K	1.58%
XML Financial, LLC	270.31K	Jun 30, 26	+38.53K	1.56%
Farther Finance Advisors, LLC	144.81K	Jun 30, 26	-36.98K	0.84%
INDEPENDENT FINANCIAL GROUP, LLC	100.95K	Jun 30, 26	-11.75K	0.58%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	73.20K	Jun 30, 26	-1.22K	0.42%
3EDGE Asset Management, LP	61.16K	Jun 30, 26	+1.33K	0.35%
Tactive Advisors, LLC	54.39K	Jun 30, 26	+2.41K	0.31%
Cambridge Investment Research Advisors, Inc.	52.71K	Jun 30, 26	+9.31K	0.30%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	47.81K	Jun 30, 26	-400	0.28%
Triumph Capital Management	46.69K	Jun 30, 26	+1.41K	0.27%
SHEETS SMITH WEALTH MANAGEMENT	45.69K	Jun 30, 26	-346	0.26%
Chicago Partners Investment Group LLC	44.77K	Jun 30, 26	-379	0.26%
PRINCIPAL SECURITIES, INC.	40.31K	Jun 30, 26	+3.85K	0.23%
Amplius Wealth Advisors, LLC	28.86K	Jun 30, 26	+479	0.17%
J.W. COLE ADVISORS, INC.	28.56K	Jun 30, 26	+59	0.17%
MATHER GROUP, LLC.	25.13K	Jun 30, 26	-2.31K	0.15%
CARY STREET PARTNERS FINANCIAL LLC	23.30K	Jun 30, 26	-2.34K	0.13%
Bison Wealth, LLC	22.54K	Jun 30, 26	+1.74K	0.13%
Unified Investment Management	21.09K	Jun 30, 26	+9	0.12%
Private Advisor Group, LLC	18.66K	Jun 30, 26	+2.20K	0.11%
CERTIOR FINANCIAL GROUP, LLC	15.34K	Jun 30, 26	-2.10K	0.09%
OPPENHEIMER & CO INC	14.31K	Jun 30, 26	-42.89K	0.08%
Gladstone Institutional Advisory LLC	14.04K	Jun 30, 26	-341	0.08%
Towerpoint Wealth, LLC	13.69K	Jun 30, 26	--	0.08%
NOVEM GROUP	12.59K	Jun 30, 26	--	0.07%
Oregon Pacific Wealth Management, LLC	11.88K	Jun 30, 26	-1.29K	0.07%
Encompass More Asset Management	11.12K	Jun 30, 26	+1.52K	0.06%
ZEGA Investments, LLC	11.04K	Jun 30, 26	-176	0.06%
First Heartland Consultants, Inc.	10.42K	Jun 30, 26	+987	0.06%
WEDBUSH SECURITIES INC	9.34K	Jun 30, 26	+9.34K	0.05%
Brookstone Capital Management	9.29K	Jun 30, 26	+9.29K	0.05%
Atria Investments, Inc	8.39K	Jun 30, 26	+8.39K	0.05%
NBC SECURITIES, INC.	7.18K	Jun 30, 26	+39	0.04%
AE Wealth Management LLC	1.16K	Jun 30, 26	+932	0.01%
Bangor Savings Bank	772	Jun 30, 26	--	0.00%
ASSETMARK, INC	703	Jun 30, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	679	Jun 30, 26	+10	0.00%
SALEM INVESTMENT COUNSELORS INC	625	Jun 30, 26	--	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	460	Jun 30, 26	--	0.00%
Roble, Belko & Company, Inc	407	Jun 30, 26	+288	0.00%
LPL Financial LLC	400.49K	Mar 31, 26	-5.08K	2.32%
New England Private Wealth Advisors LLC	390.51K	Mar 31, 26	+7.77K	2.26%
RAYMOND JAMES FINANCIAL INC	344.25K	Mar 31, 26	+26.12K	1.99%
ROYAL BANK OF CANADA	298.12K	Mar 31, 26	+7.57K	1.72%
Arete Wealth Advisors, LLC	279.93K	Mar 31, 26	+34.37K	1.62%
Cetera Investment Advisers	268.85K	Mar 31, 26	+15.04K	1.55%
Foundations Investment Advisors, LLC	222.39K	Mar 31, 26	-34.11K	1.29%
Private Capital Management, LLC	213.84K	Mar 31, 26	+19.22K	1.24%
ADVISOR GROUP HOLDINGS, INC.	130.87K	Mar 31, 26	+78.74K	0.76%
SCOTIA CAPITAL INC.	103.77K	Mar 31, 26	+2.19K	0.60%
Visionary Wealth Advisors	80.28K	Mar 31, 26	+6.58K	0.46%
Thomas J. Herzfeld Advisors, Inc.	64.61K	Mar 31, 26	-19.41K	0.37%
Proficio Capital Partners LLC	59.45K	Mar 31, 26	-820	0.34%
Lido Advisors, LLC	52.77K	Mar 31, 26	--	0.31%
Ausdal Financial Partners, Inc.	51.93K	Mar 31, 26	-1.27K	0.30%
IHT Wealth Management, LLC	47.30K	Mar 31, 26	+840	0.27%
NewEdge Advisors, LLC	43.15K	Mar 31, 26	+3.43K	0.25%
Newbridge Financial Services Group, Inc.	42.74K	Mar 31, 26	+8.13K	0.25%
Adalta Capital Management LLC	26.14K	Mar 31, 26	--	0.15%
Family Management Corp	25.94K	Mar 31, 26	-9.60K	0.15%
CSS LLC/IL	24.67K	Mar 31, 26	--	0.14%
STIFEL FINANCIAL CORP	17.58K	Mar 31, 26	+845	0.10%
Advisor OS, LLC	15.46K	Mar 31, 26	-9.35K	0.09%
AQR CAPITAL MANAGEMENT LLC	15.42K	Mar 31, 26	+15.42K	0.09%
Hilltop Holdings Inc.	11.07K	Mar 31, 26	--	0.06%
THOMPSON SIEGEL & WALMSLEY LLC	10.00K	Mar 31, 26	--	0.06%
Anfield Capital Management, LLC	7.53K	Mar 31, 26	+101	0.04%
MORGAN STANLEY	4.72K	Mar 31, 26	+234	0.03%
Allworth Financial LP	3.20K	Mar 31, 26	--	0.02%
Boreal Capital Management LLC	3.08K	Mar 31, 26	--	0.02%
Rockefeller Capital Management L.P.	2.35K	Mar 31, 26	+69	0.01%
Steward Partners Investment Advisory, LLC	1.92K	Mar 31, 26	-19	0.01%
CALDWELL SUTTER CAPITAL, INC.	900	Mar 31, 26	+900	0.01%
Horizons Wealth Management	433	Mar 31, 26	--	0.00%
WINMILL & CO. INC	100	Mar 31, 26	--	0.00%
UBS Group AG	4	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	1	Mar 31, 26	--	0.00%
MILLENNIUM MANAGEMENT LLC	--	Mar 31, 26	-15.51K	--
Mariner, LLC	--	Mar 31, 26	-12.02K	--
CALTON & ASSOCIATES, INC.	--	Mar 31, 26	-9.56K	--
Toroso Investments, LLC	--	Mar 31, 26	-21.37K	--
AMERIPRISE FINANCIAL INC	--	Mar 31, 26	-29.77K	--
Fort Point Capital Partners LLC	--	Mar 31, 26	-32.78K	--
ROVIN CAPITAL /UT/ /ADV	72.77K	Dec 31, 25	+12.34K	0.42%
Fortress Wealth Management, Inc.	352.73K	Sep 30, 25	+1.43K	2.04%
NAPA WEALTH MANAGEMENT	30.48K	Sep 30, 25	+65	0.18%
Atria Wealth Solutions, Inc.	12.20K	Jun 30, 25	-287	0.07%
First Horizon Advisors, Inc.	532	Jun 30, 25	-75	0.00%
Raymond James Financial Services Advisors, Inc.	82.88K	Sep 30, 24	+7.59K	0.48%
RAYMOND JAMES & ASSOCIATES	60.36K	Sep 30, 24	+16.25K	0.35%
Cetera Advisors LLC	66.51K	Mar 31, 24	+66.51K	0.38%
Cetera Advisor Networks LLC	31.16K	Mar 31, 24	+6.53K	0.18%
Ahrens Investment Partners LLC	7.83K	Mar 31, 23	-8.82K	0.05%
American Portfolios Advisors	199.19K	Sep 30, 22	-5.04K	1.15%
ACG Wealth	31.51K	Sep 30, 22	+184	0.18%
BREITER CAPITAL MANAGEMENT INC	10.83K	Mar 31, 22	+1.13K	0.06%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	35.98K	Sep 30, 21	+13.65K	0.21%
First Allied Advisory Services, Inc.	51.41K	Sep 30, 20	+4.43K	0.30%
LADENBURG THALMANN FINANCIAL SERVICES INC.	3.37K	Dec 31, 19	+2.71K	0.02%
Opera Trading Capital	30.70K	Dec 31, 18	+30.70K	0.18%

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Holder

Date

Change

% Held

New England Private Wealth Advisors LLC

410.88K

Jun 30, 26

+20.36K

2.38%

ENVESTNET ASSET MANAGEMENT INC

326.10K

Jun 30, 26

+19.40K

1.89%

AdvisorNet Financial, Inc

323.21K

Jun 30, 26

+41.78K

1.87%

Columbus Macro, LLC

273.62K

Jun 30, 26

+15.56K

1.58%

XML Financial, LLC

270.31K

Jun 30, 26

+38.53K

1.56%

Farther Finance Advisors, LLC

144.81K

Jun 30, 26

-36.98K

0.84%

INDEPENDENT FINANCIAL GROUP, LLC

100.95K

Jun 30, 26

-11.75K

0.58%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

73.20K

Jun 30, 26

-1.22K

0.42%

3EDGE Asset Management, LP

61.16K

Jun 30, 26

+1.33K

0.35%

Tactive Advisors, LLC

54.39K

Jun 30, 26

+2.41K

0.31%

Cambridge Investment Research Advisors, Inc.

52.71K

Jun 30, 26

+9.31K

0.30%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

47.81K

Jun 30, 26

-400

0.28%

Triumph Capital Management

46.69K

Jun 30, 26

+1.41K

0.27%

SHEETS SMITH WEALTH MANAGEMENT

45.69K

Jun 30, 26

-346

0.26%

Chicago Partners Investment Group LLC

44.77K

Jun 30, 26

-379

0.26%

PRINCIPAL SECURITIES, INC.

40.31K

Jun 30, 26

+3.85K

0.23%

Amplius Wealth Advisors, LLC

28.86K

Jun 30, 26

+479

0.17%

J.W. COLE ADVISORS, INC.

28.56K

Jun 30, 26

+59

0.17%

MATHER GROUP, LLC.

25.13K

Jun 30, 26

-2.31K

0.15%

CARY STREET PARTNERS FINANCIAL LLC

23.30K

Jun 30, 26

-2.34K

0.13%

Bison Wealth, LLC

22.54K

Jun 30, 26

+1.74K

0.13%

Unified Investment Management

21.09K

Jun 30, 26

0.12%

Private Advisor Group, LLC

18.66K

Jun 30, 26

+2.20K

0.11%

CERTIOR FINANCIAL GROUP, LLC

15.34K

Jun 30, 26

-2.10K

0.09%

OPPENHEIMER & CO INC

14.31K

Jun 30, 26

-42.89K

0.08%

Gladstone Institutional Advisory LLC

14.04K

Jun 30, 26

-341

0.08%

Towerpoint Wealth, LLC

13.69K

Jun 30, 26

0.08%

NOVEM GROUP

12.59K

Jun 30, 26

0.07%

Oregon Pacific Wealth Management, LLC

11.88K

Jun 30, 26

-1.29K

0.07%

Encompass More Asset Management

11.12K

Jun 30, 26

+1.52K

0.06%

ZEGA Investments, LLC

11.04K

Jun 30, 26

-176

0.06%

First Heartland Consultants, Inc.

10.42K

Jun 30, 26

+987

0.06%

WEDBUSH SECURITIES INC

9.34K

Jun 30, 26

+9.34K

0.05%

Brookstone Capital Management

9.29K

Jun 30, 26

+9.29K

0.05%

Atria Investments, Inc

8.39K

Jun 30, 26

+8.39K

0.05%

NBC SECURITIES, INC.

7.18K

Jun 30, 26

+39

0.04%

AE Wealth Management LLC

1.16K

Jun 30, 26

+932

0.01%

Bangor Savings Bank

772

Jun 30, 26

0.00%

ASSETMARK, INC

703

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

679

Jun 30, 26

+10

0.00%

SALEM INVESTMENT COUNSELORS INC

625

Jun 30, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

460

Jun 30, 26

0.00%

Roble, Belko & Company, Inc

407

Jun 30, 26

+288

0.00%

LPL Financial LLC

400.49K

Mar 31, 26

-5.08K

2.32%

New England Private Wealth Advisors LLC

390.51K

Mar 31, 26

+7.77K

2.26%

RAYMOND JAMES FINANCIAL INC

344.25K

Mar 31, 26

+26.12K

1.99%

ROYAL BANK OF CANADA

298.12K

Mar 31, 26

+7.57K

1.72%

Arete Wealth Advisors, LLC

279.93K

Mar 31, 26

+34.37K

1.62%

Cetera Investment Advisers

268.85K

Mar 31, 26

+15.04K

1.55%

Foundations Investment Advisors, LLC

222.39K

Mar 31, 26

-34.11K

1.29%

Private Capital Management, LLC

213.84K

Mar 31, 26

+19.22K

1.24%

ADVISOR GROUP HOLDINGS, INC.

130.87K

Mar 31, 26

+78.74K

0.76%

SCOTIA CAPITAL INC.

103.77K

Mar 31, 26

+2.19K

0.60%

Visionary Wealth Advisors

80.28K

Mar 31, 26

+6.58K

0.46%

Thomas J. Herzfeld Advisors, Inc.

64.61K

Mar 31, 26

-19.41K

0.37%

Proficio Capital Partners LLC

59.45K

Mar 31, 26

-820

0.34%

Lido Advisors, LLC

52.77K

Mar 31, 26

0.31%

Ausdal Financial Partners, Inc.

51.93K

Mar 31, 26

-1.27K

0.30%

IHT Wealth Management, LLC

47.30K

Mar 31, 26

+840

0.27%

NewEdge Advisors, LLC

43.15K

Mar 31, 26

+3.43K

0.25%

Newbridge Financial Services Group, Inc.

42.74K

Mar 31, 26

+8.13K

0.25%

Adalta Capital Management LLC

26.14K

Mar 31, 26

0.15%

Family Management Corp

25.94K

Mar 31, 26

-9.60K

0.15%

CSS LLC/IL

24.67K

Mar 31, 26

0.14%

STIFEL FINANCIAL CORP

17.58K

Mar 31, 26

+845

0.10%

Advisor OS, LLC

15.46K

Mar 31, 26

-9.35K

0.09%

AQR CAPITAL MANAGEMENT LLC

15.42K

Mar 31, 26

+15.42K

0.09%

Hilltop Holdings Inc.

11.07K

Mar 31, 26

0.06%

THOMPSON SIEGEL & WALMSLEY LLC

10.00K

Mar 31, 26

0.06%

Anfield Capital Management, LLC

7.53K

Mar 31, 26

+101

0.04%

MORGAN STANLEY

4.72K

Mar 31, 26

+234

0.03%

Allworth Financial LP

3.20K

Mar 31, 26

0.02%

Boreal Capital Management LLC

3.08K

Mar 31, 26

0.02%

Rockefeller Capital Management L.P.

2.35K

Mar 31, 26

+69

0.01%

Steward Partners Investment Advisory, LLC

1.92K

Mar 31, 26

-19

0.01%

CALDWELL SUTTER CAPITAL, INC.

900

Mar 31, 26

+900

0.01%

Horizons Wealth Management

433

Mar 31, 26

0.00%

WINMILL & CO. INC

100

Mar 31, 26

0.00%

UBS Group AG

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

0.00%

MILLENNIUM MANAGEMENT LLC

Mar 31, 26

-15.51K

Mariner, LLC

Mar 31, 26

-12.02K

CALTON & ASSOCIATES, INC.

Mar 31, 26

-9.56K

Toroso Investments, LLC

Mar 31, 26

-21.37K

AMERIPRISE FINANCIAL INC

Mar 31, 26

-29.77K

Fort Point Capital Partners LLC

Mar 31, 26

-32.78K

ROVIN CAPITAL /UT/ /ADV

72.77K

Dec 31, 25

+12.34K

0.42%

Fortress Wealth Management, Inc.

352.73K

Sep 30, 25

+1.43K

2.04%

NAPA WEALTH MANAGEMENT

30.48K

Sep 30, 25

+65

0.18%

Atria Wealth Solutions, Inc.

12.20K

Jun 30, 25

-287

0.07%

First Horizon Advisors, Inc.

532

Jun 30, 25

-75

0.00%

Raymond James Financial Services Advisors, Inc.

82.88K

Sep 30, 24

+7.59K

0.48%

RAYMOND JAMES & ASSOCIATES

60.36K

Sep 30, 24

+16.25K

0.35%

Cetera Advisors LLC

66.51K

Mar 31, 24

+66.51K

0.38%

Cetera Advisor Networks LLC

31.16K

Mar 31, 24

+6.53K

0.18%

Ahrens Investment Partners LLC

7.83K

Mar 31, 23

-8.82K

0.05%

American Portfolios Advisors

199.19K

Sep 30, 22

-5.04K

1.15%

ACG Wealth

31.51K

Sep 30, 22

+184

0.18%

BREITER CAPITAL MANAGEMENT INC

10.83K

Mar 31, 22

+1.13K

0.06%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

35.98K

Sep 30, 21

+13.65K

0.21%

First Allied Advisory Services, Inc.

51.41K

Sep 30, 20

+4.43K

0.30%

LADENBURG THALMANN FINANCIAL SERVICES INC.

3.37K

Dec 31, 19

+2.71K

0.02%

Opera Trading Capital

30.70K

Dec 31, 18

+30.70K

0.18%