CEFS — Exchange Listed Fds Tr Institutional Holders · Q3 2026
Who owns Exchange Listed Fds Tr (CEFS)? 6 institutions reported holding $4.22M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($3.9M), First Heartland Consultants, Inc. ($283,245), Bangor Savings Bank ($18,927).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $3.9M | 159,461 | Added |
| 2 | First Heartland Consultants, Inc. | $283,245 | 11,553 | Added |
| 3 | Bangor Savings Bank | $18,927 | 772 | Hold |
| 4 | Horizons Wealth Management | $10,616 | 433 | Hold |
| 5 | Tactive Advisors, LLC | $0 | 0 | Exited |
| 6 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30