On this page, we present all of the funds holding CEFS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CEFS, with a link to that fund's top holdings. The next columns indicate the amount of CEFS stock held by each of the funds holding CEFS, followed by the CEFS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 54 funds holding CEFS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding CEFS), click the fund name in the "Holder" column of the funds-holding-CEFS table below.

Holder	Amount	Position Size ($ in 1000's)	As of
LPL Financial LLC	416,934	$7,909	12/31/2023
CEFS	416,934	$7,909	12/31/2023
Fortress Wealth Management Inc.	307,346	$5,830	12/31/2023
CEFS	307,346	$5,830	12/31/2023
Envestnet Asset Management Inc.	203,616	$3,863	12/31/2023
CEFS	203,616	$3,863	12/31/2023
Proficio Capital Partners LLC	190,570	$3,615	12/31/2023
CEFS	190,570	$3,615	12/31/2023
Thomas J. Herzfeld Advisors Inc.	155,803	$2,956	12/31/2023
CEFS	155,803	$2,956	12/31/2023
Cetera Investment Advisers	143,644	$2,725	12/31/2023
CEFS	143,644	$2,725	12/31/2023
Advisor Group Holdings Inc.	135,182	$2,564	12/31/2023
CEFS	135,182	$2,564	12/31/2023
Toroso Investments LLC	124,425	$2,360	12/31/2023
CEFS	124,425	$2,360	12/31/2023
3EDGE Asset Management LP	77,788	$1,476	12/31/2023
CEFS	77,788	$1,476	12/31/2023
Raymond James Financial Services Advisors Inc.	67,497	$1,280	12/31/2023
CEFS	67,497	$1,280	12/31/2023
Chicago Partners Investment Group LLC	61,583	$1,171	12/31/2023
CEFS	61,583	$1,171	12/31/2023
Scotia Capital Inc.	56,386	$1,070	12/31/2023
CEFS	56,386	$1,070	12/31/2023
Rivernorth Capital Management LLC	55,200	$1,047	12/31/2023
CEFS	55,200	$1,047	12/31/2023
IHT Wealth Management LLC	53,871	$1,022	12/31/2023
CEFS	53,871	$1,022	12/31/2023
Morgan Stanley	52,602	$998	12/31/2023
CEFS	52,602	$998	12/31/2023
Oppenheimer & Co. Inc.	51,074	$969	12/31/2023
CEFS	51,074	$969	12/31/2023
Financial Advisory Corp UT ADV	50,372	$956	12/31/2023
CEFS	50,372	$956	12/31/2023
Lionsbridge Wealth Management LLC	48,531	$921	12/31/2023
CEFS	48,531	$921	12/31/2023
Consolidated Portfolio Review Corp	46,114	$875	12/31/2023
CEFS	46,114	$875	12/31/2023
Wealth Enhancement Advisory Services LLC	35,354	$731	03/31/2024
CEFS	35,354	$731	03/31/2024
Arete Wealth Advisors LLC	37,287	$707	12/31/2023
CEFS	37,287	$707	12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC	34,050	$646	12/31/2023
CEFS	34,050	$646	12/31/2023
Raymond James & Associates	33,575	$637	12/31/2023
CEFS	33,575	$637	12/31/2023
Gladstone Institutional Advisory LLC	30,767	$584	12/31/2023
CEFS	30,767	$584	12/31/2023
Kestra Advisory Services LLC	28,873	$548	12/31/2023
CEFS	28,873	$548	12/31/2023
Amplius Wealth Advisors LLC	24,461	$506	03/31/2024
CEFS	24,461	$506	03/31/2024
Adalta Capital Management LLC	25,635	$486	12/31/2023
CEFS	25,635	$486	12/31/2023
Cetera Advisor Networks LLC	24,625	$467	12/31/2023
CEFS	24,625	$467	12/31/2023
Atria Wealth Solutions Inc.	23,622	$448	12/31/2023
CEFS	23,622	$448	12/31/2023
Principal Securities Inc.	23,570	$447	12/31/2023
CEFS	23,570	$447	12/31/2023
Cambridge Investment Research Advisors Inc.	21,420	$406	12/31/2023
CEFS	21,420	$406	12/31/2023
CSS LLC IL	20,598	$391	12/31/2023
CEFS	20,598	$391	12/31/2023
Circle Wealth Management LLC	19,748	$375	12/31/2023
CEFS	19,748	$375	12/31/2023
HighTower Advisors LLC	17,661	$335	12/31/2023
CEFS	17,661	$335	12/31/2023
GWM Advisors LLC	16,667	$318	12/31/2023
CEFS	16,667	$318	12/31/2023
Lido Advisors LLC	13,615	$258	12/31/2023
CEFS	13,615	$258	12/31/2023
Royal Bank of Canada	12,105	$230	12/31/2023
CEFS	12,105	$230	12/31/2023
XML Financial LLC	12,063	$229	12/31/2023
CEFS	12,063	$229	12/31/2023
Commonwealth Equity Services LLC	11,244	$213	12/31/2023
CEFS	11,244	$213	12/31/2023
Family Management Corp	10,722	$203	12/31/2023
CEFS	10,722	$203	12/31/2023
Thompson Siegel & Walmsley LLC	10,000	$190	12/31/2023
CEFS	10,000	$190	12/31/2023
Advisory Services Network LLC	6,156	$117	12/31/2023
CEFS	6,156	$117	12/31/2023
Steward Partners Investment Advisory LLC	2,807	$53	12/31/2023
CEFS	2,807	$53	12/31/2023
Fortitude Family Office LLC	2,495	$52	03/31/2024
CEFS	2,495	$52	03/31/2024
Hexagon Capital Partners LLC	2,400	$46	12/31/2023
CEFS	2,400	$46	12/31/2023
Comerica Bank	2,177	$41	12/31/2023
CEFS	2,177	$41	12/31/2023
NBC Securities Inc.	1,596	$32	03/31/2024
CEFS	1,596	$32	03/31/2024
Harbour Investments Inc.	1,500	$28	12/31/2023
CEFS	1,500	$28	12/31/2023
First Horizon Advisors Inc.	570	$11	12/31/2023
CEFS	570	$11	12/31/2023
Main Street Group LTD	300	$6	12/31/2023
CEFS	300	$6	12/31/2023
Register Financial Advisors LLC	260	$5	03/31/2024
CEFS	260	$5	03/31/2024
Geneos Wealth Management Inc.	39	$1	12/31/2023
CEFS	39	$1	12/31/2023
Wells Fargo & Company MN	1	$0	12/31/2023
CEFS	1	$0	12/31/2023
Proequities Inc.	0	$0	12/31/2023
CEFS	0	$0	12/31/2023
UBS Group AG	4	$0	12/31/2023
CEFS	4	$0	12/31/2023

See Summary: Institutional Holders of CEFS
See Details: Top 10 Hedge Funds Holding CEFS
Also See: CEFS Holdings Changes

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