91 institutions reported holding $128.9M of EXCHANGE LISTED FDS TR (CEFS) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($9.0M), New England Private Wealth Advisors LLC ($8.8M), RAYMOND JAMES FINANCIAL INC ($7.8M), ENVESTNET ASSET MANAGEMENT INC ($6.9M), Royal Bank of Canada ($6.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $9.0M | 400,492 | Trimmed |
| 2 | New England Private Wealth Advisors LLC | $8.8M | 390,515 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $7.8M | 344,252 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $6.9M | 306,699 | Added |
| 5 | Royal Bank of Canada | $6.7M | 298,116 | Added |
| 6 | AdvisorNet Financial, Inc | $6.3M | 281,423 | Added |
| 7 | Arete Wealth Advisors, LLC | $6.3M | 279,934 | Added |
| 8 | Cetera Investment Advisers | $6.1M | 268,853 | Added |
| 9 | Columbus Macro, LLC | $5.8M | 258,051 | Added |
| 10 | XML Financial, LLC | $5.2M | 231,780 | Added |
| 11 | Foundations Investment Advisors, LLC | $5.0M | 222,393 | Trimmed |
| 12 | Private Capital Management, LLC | $4.8M | 213,837 | Added |
| 13 | Farther Finance Advisors, LLC | $4.2M | 181,791 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $3.0M | 130,868 | Added |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $2.5M | 112,698 | Added |
| 16 | Ares Financial Consulting, LLC | $2.5M | 110,502 | Added |
| 17 | SCOTIA CAPITAL INC. | $2.3M | 103,771 | Added |
| 18 | Quattro Advisors LLC | $2.3M | 101,714 | Added |
| 19 | Visionary Wealth Advisors | $1.8M | 80,277 | Added |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 74,425 | Trimmed |
| 21 | Thomas J. Herzfeld Advisors, Inc. | $1.5M | 64,610 | Trimmed |
| 22 | Commerce Advisors, LLC | $1.4M | 63,363 | New |
| 23 | 3EDGE Asset Management, LP | $1.3M | 59,835 | Added |
| 24 | Proficio Capital Partners LLC | $1.3M | 59,455 | Trimmed |
| 25 | OPPENHEIMER & CO INC | $1.3M | 57,206 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31