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Institutional Holders of CEF

There is a long list of 289 institutional holders of CEF within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of CEF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-CEF table below, the initial column indicates the name of each top institutional holder of CEF, with a link to that fund's top holdings. The next columns indicate the amount of CEF stock held by each of the institutional holders of CEF, followed by the CEF position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
CENTRAL TRUST Co7,905,114$160,790 03/31/2024
     CEF7,905,114$160,790 03/31/2024
Simplicity Wealth LLC5,922,232$120,458 03/31/2024
     CEF5,922,232$120,458 03/31/2024
Bleakley Financial Group LLC6,019,273$115,269 12/31/2023
     CEF6,019,273$115,269 12/31/2023
Sawtooth Solutions LLC6,018,612$115,256 12/31/2023
     CEF6,018,612$115,256 12/31/2023
Parallax Volatility Advisers L.P.3,995,433$76,513 12/31/2023
     CEF3,995,433$76,513 12/31/2023
Royal Bank of Canada3,678,999$70,453 12/31/2023
     CEF3,678,999$70,453 12/31/2023
Bluefin Capital Management LLC2,884,611$55,529 12/31/2023
     CEF2,884,611$55,529 12/31/2023
Morgan Stanley2,788,381$53,398 12/31/2023
     CEF2,788,381$53,398 12/31/2023
Boothbay Fund Management LLC2,016,646$38,619 12/31/2023
     CEF2,016,646$38,619 12/31/2023
Jupiter Asset Management Ltd.2,008,146$38,456 12/31/2023
     CEF2,008,146$38,456 12/31/2023
Ameriprise Financial Inc.1,811,681$34,679 12/31/2023
     CEF1,811,681$34,679 12/31/2023
Shufro Rose & Co. LLC1,637,836$31,365 12/31/2023
     CEF1,637,836$31,365 12/31/2023
Managed Asset Portfolios LLC1,370,715$26,249 12/31/2023
     CEF1,370,715$26,249 12/31/2023
Baird Financial Group Inc.1,269,167$24,305 12/31/2023
     CEF1,269,167$24,305 12/31/2023
Jane Street Group LLC1,254,274$24,019 12/31/2023
     CEF1,254,274$24,019 12/31/2023
Advisor Group Holdings Inc.985,247$18,868 12/31/2023
     CEF985,247$18,868 12/31/2023
Evergreen Capital Management LLC874,769$16,752 12/31/2023
     CEF874,769$16,752 12/31/2023
Howland Capital Management LLC869,960$16,660 12/31/2023
     CEF869,960$16,660 12/31/2023
Sprott Inc.760,415$14,567 12/31/2023
     CEF760,415$14,567 12/31/2023
Bank of America Corp DE759,440$14,543 12/31/2023
     CEF759,440$14,543 12/31/2023
Engrave Wealth Partners LLC737,194$14,117 12/31/2023
     CEF737,194$14,117 12/31/2023
LPL Financial LLC720,971$13,807 12/31/2023
     CEF720,971$13,807 12/31/2023
Raymond James & Associates677,134$13,773 03/31/2024
     CEF677,134$13,773 03/31/2024
Cheviot Value Management LLC700,911$13,620 12/31/2023
     CEF700,911$13,620 12/31/2023
Wells Fargo & Company MN692,114$13,254 12/31/2023
     CEF692,114$13,254 12/31/2023
Private Advisor Group LLC671,736$12,864 12/31/2023
     CEF671,736$12,864 12/31/2023
PYA Waltman Capital LLC594,459$11,384 12/31/2023
     CEF594,459$11,384 12/31/2023
Beaumont Financial Advisors LLC566,908$10,856 12/31/2023
     CEF566,908$10,856 12/31/2023
Cambridge Investment Research Advisors Inc.486,522$9,896 03/31/2024
     CEF486,522$9,896 03/31/2024
PFG Investments LLC476,421$9,690 03/31/2024
     CEF476,421$9,690 03/31/2024
Cannell Peter B & Co. Inc.478,200$9,158 12/31/2023
     CEF478,200$9,158 12/31/2023
Pekin Hardy Strauss Inc.477,232$9,139 12/31/2023
     CEF477,232$9,139 12/31/2023
Cohen & Steers Inc.452,497$8,665 12/31/2023
     CEF452,497$8,665 12/31/2023
Neuberger Berman Group LLC422,720$8,095 12/31/2023
     CEF422,720$8,095 12/31/2023
National Bank of Canada FI401,970$7,587 12/31/2023
     CEF401,970$7,587 12/31/2023
New Harbor Financial Group LLC382,779$7,330 12/31/2023
     CEF382,779$7,330 12/31/2023
CIBC World Markets Inc.375,993$7,200 12/31/2023
     CEF375,993$7,200 12/31/2023
Euro Pacific Asset Management LLC360,344$6,893 12/31/2023
     CEF360,344$6,893 12/31/2023
Commonwealth Equity Services LLC331,702$6,352 12/31/2023
     CEF331,702$6,352 12/31/2023
Cadence Wealth Management LLC314,116$6,015 12/31/2023
     CEF314,116$6,015 12/31/2023
Hollencrest Capital Management313,460$6,003 12/31/2023
     CEF313,460$6,003 12/31/2023
Sapient Capital LLC254,414$5,175 03/31/2024
     CEF254,414$5,175 03/31/2024
Kestra Advisory Services LLC252,843$4,842 12/31/2023
     CEF252,843$4,842 12/31/2023
TIAA Trust National Association247,032$4,731 12/31/2023
     CEF247,032$4,731 12/31/2023
Raymond James Financial Services Advisors Inc.230,481$4,688 03/31/2024
     CEF230,481$4,688 03/31/2024
Brookstone Capital Management226,687$4,611 03/31/2024
     CEF226,687$4,611 03/31/2024
NewEdge Wealth LLC237,472$4,548 12/31/2023
     CEF237,472$4,548 12/31/2023
Beacon Pointe Advisors LLC228,722$4,380 12/31/2023
     CEF228,722$4,380 12/31/2023
Level Four Advisory Services LLC227,554$4,358 12/31/2023
     CEF227,554$4,358 12/31/2023
HighTower Advisors LLC227,172$4,352 12/31/2023
     CEF227,172$4,352 12/31/2023

See All: Funds Holding CEF
See Details: Top 10 Hedge Funds Holding CEF
Also See: CEF Holdings Changes

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