Who Owns SABA (CEFS)? -- Institutional Holders (2026-06-30)

50 institutions reported holding $74.6M of SABA (CEFS) in SEC 13F filings for 2026-06-30. Largest institutional holders: New England Private Wealth Advisors LLC ($10.3M), ENVESTNET ASSET MANAGEMENT INC ($8.4M), AdvisorNet Financial, Inc ($8.3M), Columbus Macro, LLC ($7.0M), XML Financial, LLC ($6.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1New England Private Wealth Advisors LLC$10.3M410,877Added
2ENVESTNET ASSET MANAGEMENT INC$8.4M326,100Added
3AdvisorNet Financial, Inc$8.3M323,208Added
4Columbus Macro, LLC$7.0M273,615Added
5XML Financial, LLC$6.9M270,311Added
6Farther Finance Advisors, LLC$3.7M144,815Trimmed
7Ares Financial Consulting, LLC$2.7M105,934Trimmed
8Cambridge Investment Research Advisors, Inc.$2.7M105,418Added
9INDEPENDENT FINANCIAL GROUP, LLC$2.6M100,949Trimmed
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.9M73,205Trimmed
11Commerce Advisors, LLC$1.6M63,473Added
123EDGE Asset Management, LP$1.6M61,164Added
13Tactive Advisors, LLC$1.4M54,387Added
14Avior Wealth Management, LLC$1.2M47,809Trimmed
15Triumph Capital Management$1.2M46,694Added
16SHEETS SMITH WEALTH MANAGEMENT$1.2M45,688Trimmed
17Chicago Partners Investment Group LLC$1.1M44,771Trimmed
18PRINCIPAL SECURITIES, INC.$1.0M40,315Added
19Amplius Wealth Advisors, LLC$740,00228,861Added
20J.W. COLE ADVISORS, INC.$732,24028,559Added
21MATHER GROUP, LLC.$644,38425,132Trimmed
22CARY STREET PARTNERS FINANCIAL LLC$597,47423,302Trimmed
23Bison Wealth, LLC$574,80322,541Added
24Unified Investment Management$540,74221,090Added
25Private Advisor Group, LLC$478,39518,658Added

Source: SEC Form 13F filings · as of 2026-06-30