Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EXCHANGE LISTED FDS TR (CEFS)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
71%

Smart Money Signals — CEFS

Based on 79 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added this stock 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 trade.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
79 hedge funds hold this stock 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 'crowded trade' — high ownership doesn't mean safe.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 71% buying

52 buying21 selling
Last quarter: 52 funds were net buyers (16 opened a brand new position + 36 added to an existing one). Only 21 were sellers (13 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 13 → 4 → 16. A growing number of new institutional buyers means the stock is still being discovered — the opportunity hasn't been fully priced in.
🔒

43% of holders stayed for 2+ years

43% conviction (2yr+) 29% medium 28% new
34 out of 79 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.
📈

Growing discovery — still being found

11 → 5 → 13 → 4 → 16 new funds/Q
New funds entering each quarter: 5 → 13 → 4 → 16. A growing number of institutions are discovering this stock each quarter. The idea is still spreading — there is room for more buyers to enter.
📊

Mixed cohorts — 39% veterans, 41% new entrants

39% veterans 20% 1-2yr 41% new
Of 79 current holders: 31 (39%) held 2+ years, 16 held 1–2 years, 32 (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
7 of 79 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: CEFS
2026 Q1 Stats Unlock in 34 days 82 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 82 72 13.89%
13F Shares 6M 5M 21.75%
Total Value $129M $110M 17.13%
New Positions 18 5 +13
Increased Positions 36 37 -1
Closed Positions 8 7 +1
Reduced Positions 13 11 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CEFS

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)
82 + investors

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

Top 14 institutional holders of CEFS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ares Financial Consulting, LLC 1.99% 110,502 $2.5M
2 Towerpoint Wealth, LLC 0.12% 13,690 $309K
3 Amplius Wealth Advisors, LLC 0.05% 28,382 $640K
4 Farther Finance Advisors, LLC 0.04% 181,791 $4.2M
5 NOVEM GROUP 0.03% 12,590 $284K
6 Avior Wealth Management, LLC 0.03% 48,209 $1.1M
7 First Heartland Consultants, Inc. 0.02% 9,429 $213K
8 NBC SECURITIES, INC. 0.01% 7,137 $161K
9 Wealth Enhancement Trust Services, Inc. 0.01% 3,426 $77K
10 Horizons Wealth Management 0.01% 433 $10K
11 MATHER GROUP, LLC. 0.01% 27,446 $619K
12 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 74,425 $1.7M
13 Bangor Savings Bank 0.00% 772 $17K
14 SALEM INVESTMENT COUNSELORS INC 0.00% 625 $14K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y 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 — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added this stock 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 trade.

What is the institutional breadth score for CEFS?

More buyers than sellers — 71% buying: Last quarter: 52 funds were net buyers (16 opened a brand new position + 36 added to an existing one). Only 21 were sellers (13 trimmed + 8 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: 7 of 79 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?

43% of holders stayed for 2+ years: 34 out of 79 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.

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.