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Who holds CEFS

EXCHANGE LISTED FDS TR · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
LPL Financial LLC423.1K$10.8M0.0%
New England Private Wealth Advisors LLC410.9K$10.3M1.0%
RAYMOND JAMES FINANCIAL INC353.9K$9.1M0.0%
ENVESTNET ASSET MANAGEMENT INC326.1K$8.4M0.0%
AdvisorNet Financial, Inc323.2K$8.3M0.4%
Arete Wealth Advisors, LLC286.3K$7.3M0.5%
Cetera Investment Advisers285.9K$7.3M0.0%
Columbus Macro, LLC273.6K$7.0M0.7%
XML Financial, LLC270.3K$6.9M0.5%
ROYAL BANK OF CANADA266.2K$6.8M0.0%
Private Capital Management, LLC243.3K$6.2M0.5%
FOUNDATIONS INVESTMENT ADVISORS, LLC190.2K$4.9M0.1%
Farther Finance Advisors, LLC144.8K$3.7M0.0%
OSAIC HOLDINGS, INC.135.4K$3.5M0.0%
Ares Financial Consulting, LLC105.9K$2.7M1.9%
SCOTIA CAPITAL INC.105.7K$2.7M0.0%
INDEPENDENT FINANCIAL GROUP, LLC100.9K$2.6M0.0%
Quattro Advisors LLC100.7K$2.6M1.7%
Visionary Wealth Advisors95.7K$2.5M0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC73.2K$1.9M0.0%
Commerce Advisors, LLC63.5K$1.6M0.9%
Thomas J. Herzfeld Advisors, Inc.62.1K$1.6M0.5%
3EDGE Asset Management, LP61.2K$1.6M0.1%
Proficio Capital Partners LLC59.5K$1.5M0.1%
Tactive Advisors, LLC54.4K$1.4M0.3%
Lido Advisors, LLC52.8K$1.4M0.0%
Cambridge Investment Research Advisors, Inc.52.7K$1.4M0.0%
Ausdal Financial Partners, Inc.51.6K$1.3M0.1%
Avior Wealth Management, LLC47.8K$1.2M0.0%
NFSG Corp47.7K$1.2M0.2%
IHT Wealth Management, LLC47.5K$1.2M0.0%
Triumph Capital Management46.7K$1.2M0.2%
SHEETS SMITH WEALTH MANAGEMENT45.7K$1.2M0.1%
Chicago Partners Investment Group LLC44.8K$1.1M0.0%
PRINCIPAL SECURITIES, INC.40.3K$1.0M0.0%
Amplius Wealth Advisors, LLC28.9K$740,0020.1%
J.W. COLE ADVISORS, INC.28.6K$732,2400.0%
Adalta Capital Management LLC26.1K$670,1010.3%
MATHER GROUP, LLC.25.1K$644,3840.0%
CSS LLC/IL24.7K$632,6410.0%
CARY STREET PARTNERS FINANCIAL LLC23.3K$597,4740.0%
NewEdge Advisors, LLC23.1K$593,0840.0%
Bison Wealth, LLC22.5K$574,8030.1%
Unified Investment Management21.1K$540,7420.5%
Private Advisor Group, LLC18.7K$478,3950.0%
STIFEL FINANCIAL CORP17.8K$456,7750.0%
QUANTIFY CHAOS ADVISORS, LLC16.2K$415,1791.2%
Fort Point Capital Partners LLC16.1K$411,8500.0%
AQR CAPITAL MANAGEMENT LLC15.6K$400,9190.0%
Advisor OS, LLC15.4K$395,3570.0%
CERTIOR FINANCIAL GROUP, LLC15.3K$393,3690.2%
Richard Young Associates, Ltd.14.8K$378,8570.3%
OPPENHEIMER & CO INC14.3K$366,9600.0%
Gladstone Institutional Advisory LLC14.0K$359,9600.0%
Towerpoint Wealth, LLC13.7K$351,0120.1%
Closed-End Fund Advisors, Inc.12.9K$329,5000.3%
NOVEM GROUP12.6K$322,8080.0%
Perigon Wealth Management, LLC11.9K$304,7060.0%
Oregon Pacific Wealth Management, LLC11.9K$304,4750.3%
Braeburn Wealth Management LLC11.7K$299,3470.1%
Top Fund Holdings
13F
Top Fund Holdings

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