Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Exchange Listed Fds Tr (CEFS)

93 + Investors. Track Smart Money conviction in CEFS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
3Q ▲
Buyers last Q
67%

Smart Money Signals — CEFS

Based on 93 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added CEFS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
93 hedge funds hold CEFS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

50 buying25 selling
Last quarter: 50 funds were net buyers (12 opened a brand new position + 38 added to an existing one). Only 25 were sellers (22 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 18 → 9 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 29% new

■ 39% conviction (2yr+) ■ 32% medium ■ 29% new
Of the 93 current holders: 36 (39%) held >2 years, 30 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~12 new funds/quarter

13 → 6 → 18 → 9 → 12 new funds/Q
New funds entering each quarter: 6 → 18 → 9 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 38% veterans, 41% new entrants

■ 38% veterans ■ 22% 1-2yr ■ 41% new
Of 93 current holders: 35 (38%) held 2+ years, 20 held 1–2 years, 38 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
9 of 93 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CEFS

In 2026 Q2, 50 hedge funds were net buyers of CEFS (12 opened a new position, 38 added to an existing one), while 25 reduced or exited (22 trimmed, 3 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 93.

Hedge Fund Ownership: CEFS

How many hedge funds hold CEFS — quarterly history vs. share price
Quarterly hedge fund ownership of CEFS vs. share price

Market Analysis: CEFS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CEFS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: CEFS
93 + Investors

Track Smart Money conviction in CEFS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 93 84 10.71%
13F Shares 6M 6M 2.99%
Total Value $149M $128M 17.03%
New Positions 12 9 +3
Increased Positions 38 38 -
Closed Positions 3 8 -5
Reduced Positions 22 19 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CEFS

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Financial Highlights

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Institutional Holders (2026 Q2)

93 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CEFS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CEFS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ares Financial Consulting, LLC 1.95% 105,934 $2.7M
2 Quattro Advisors LLC 1.72% 100,670 $2.6M
3 Quantify Chaos Advisors, LLC 1.17% 16,193 $415K
4 New England Private Wealth Advisors LLC 1.00% 410,877 $10.3M
5 Commerce Advisors, LLC 0.88% 63,473 $1.6M
6 Columbus Macro, LLC 0.68% 273,615 $7.0M
7 Private Capital Management, LLC 0.55% 243,252 $6.2M
8 XML Financial, LLC 0.50% 270,311 $6.9M
9 Unified Investment Management 0.50% 21,090 $541K
10 Thomas J. Herzfeld Advisors, Inc. 0.49% 62,053 $1.6M
11 AdvisorNet Financial, Inc 0.38% 323,208 $8.3M
12 Tactive Advisors, LLC 0.34% 54,387 $1.4M
13 Closed-End Fund Advisors, Inc. 0.32% 12,851 $330K
14 Adalta Capital Management LLC 0.29% 26,135 $670K
15 Oregon Pacific Wealth Management, LLC 0.29% 11,875 $304K
16 Richard Young Associates, Ltd. 0.25% 14,776 $379K
17 Arete Wealth Advisors, LLC 0.24% 286,252 $7.3M
18 Triumph Capital Management 0.22% 46,694 $1.2M
19 Certior Financial Group, LLC 0.22% 15,342 $393K
20 NFSG Corp 0.15% 47,681 $1.2M
21 Braeburn Wealth Management LLC 0.13% 11,675 $299K
22 Towerpoint Wealth, LLC 0.12% 13,690 $351K
23 Sheets Smith Wealth Management 0.12% 45,688 $1.2M
24 Visionary Wealth Advisors 0.10% 95,683 $2.5M
25 3EDGE Asset Management, LP 0.07% 61,164 $1.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Exchange Listed Fds Tr (CEFS)

What does the Smart Money Trend signal show for CEFS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CEFS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CEFS?

More buyers than sellers — 67% buying: Last quarter: 50 funds were net buyers (12 opened a brand new position + 38 added to an existing one). Only 25 were sellers (22 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CEFS holders?

Smaller funds dominant — 18% AUM from top-100: 9 of 93 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CEFS?

Mixed — 39% long-term, 29% new: Of the 93 current holders: 36 (39%) held >2 years, 30 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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