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Institutional Holders of CXE
HolderAmountPosition Size
($ in 1000's)
 As of
Saba Capital Management L.P.2,101,951$7,462 12/31/2023
     CXE2,101,951$7,462 12/31/2023
Bank of America Corp DE1,146,306$4,069 12/31/2023
     CXE1,146,306$4,069 12/31/2023
Rivernorth Capital Management LLC957,100$3,398 12/31/2023
     CXE957,100$3,398 12/31/2023
Almitas Capital LLC745,919$2,648 12/31/2023
     CXE745,919$2,648 12/31/2023
UBS Group AG739,826$2,626 12/31/2023
     CXE739,826$2,626 12/31/2023
Hennion & Walsh Asset Management Inc.712,438$2,586 03/31/2024
     CXE712,438$2,586 03/31/2024
Commonwealth Equity Services LLC692,430$2,514 03/31/2024
     CXE692,430$2,514 03/31/2024
Logan Stone Capital LLC488,388$1,734 12/31/2023
     CXE488,388$1,734 12/31/2023
Pathstone Holdings LLC364,264$1,293 12/31/2023
     CXE364,264$1,293 12/31/2023
Morgan Stanley314,950$1,118 12/31/2023
     CXE314,950$1,118 12/31/2023
Sit Investment Associates Inc.246,964$877 12/31/2023
     CXE246,964$877 12/31/2023
City of London Investment Management Co. Ltd.236,556$840 12/31/2023
     CXE236,556$840 12/31/2023
Cambridge Investment Research Advisors Inc.185,100$672 03/31/2024
     CXE185,100$672 03/31/2024
Truist Financial Corp145,217$516 12/31/2023
     CXE145,217$516 12/31/2023
Melfa Wealth Management LLC132,893$482 03/31/2024
     CXE132,893$482 03/31/2024
Raymond James & Associates116,882$424 03/31/2024
     CXE116,882$424 03/31/2024
Advisor Group Holdings Inc.114,292$406 12/31/2023
     CXE114,292$406 12/31/2023
Captrust Financial Advisors104,117$370 12/31/2023
     CXE104,117$370 12/31/2023
Sanders Morris Harris LLC93,002$338 03/31/2024
     CXE93,002$338 03/31/2024
Matisse Capital73,090$265 03/31/2024
     CXE73,090$265 03/31/2024
Capital Investment Advisors LLC64,000$232 03/31/2024
     CXE64,000$232 03/31/2024
Horizon Kinetics Asset Management LLC61,297$218 12/31/2023
     CXE61,297$218 12/31/2023
Wells Fargo & Company MN56,929$202 12/31/2023
     CXE56,929$202 12/31/2023
Envestnet Asset Management Inc.44,796$159 12/31/2023
     CXE44,796$159 12/31/2023
Landscape Capital Management L.L.C.41,784$148 12/31/2023
     CXE41,784$148 12/31/2023
Blue Bell Private Wealth Management LLC40,548$147 03/31/2024
     CXE40,548$147 03/31/2024
Royal Bank of Canada38,853$138 12/31/2023
     CXE38,853$138 12/31/2023
LPL Financial LLC34,561$123 12/31/2023
     CXE34,561$123 12/31/2023
Novak & Powell Financial Services Inc.33,841$120 12/31/2023
     CXE33,841$120 12/31/2023
Drive Wealth Management LLC23,450$85 03/31/2024
     CXE23,450$85 03/31/2024
HighTower Advisors LLC21,978$78 12/31/2023
     CXE21,978$78 12/31/2023
Townsquare Capital LLC20,212$72 12/31/2023
     CXE20,212$72 12/31/2023
Stifel Financial Corp17,118$61 12/31/2023
     CXE17,118$61 12/31/2023
Mariner LLC14,084$50 12/31/2023
     CXE14,084$50 12/31/2023
Susquehanna International Group LLP13,930$49 12/31/2023
     CXE13,930$49 12/31/2023
Sheaff Brock Investment Advisors LLC13,000$46 12/31/2023
     CXE13,000$46 12/31/2023
Raymond James Trust N.A.12,035$44 03/31/2024
     CXE12,035$44 03/31/2024
XTX Topco Ltd12,357$44 12/31/2023
     CXE12,357$44 12/31/2023
Park Place Capital Corp10,262$37 03/31/2024
     CXE10,262$37 03/31/2024
Cetera Advisors LLC10,043$36 12/31/2023
     CXE10,043$36 12/31/2023
Spire Wealth Management6,623$24 03/31/2024
     CXE6,623$24 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC5,847$21 03/31/2024
     CXE5,847$21 03/31/2024
Comerica Bank4,000$14 12/31/2023
     CXE4,000$14 12/31/2023
Steward Partners Investment Advisory LLC3,723$13 12/31/2023
     CXE3,723$13 12/31/2023
Mascoma Wealth Management LLC2,517$9 03/31/2024
     CXE2,517$9 03/31/2024
Advisory Services Network LLC1,429$5 12/31/2023
     CXE1,429$5 12/31/2023
Kestra Advisory Services LLC990$4 12/31/2023
     CXE990$4 12/31/2023
Bessemer Group Inc.564$2 12/31/2023
     CXE564$2 12/31/2023

See All: Funds Holding CXE
See Details: Top 10 Hedge Funds Holding CXE
Also See: CXE Insider Buying
Also See: CXE Holdings Changes

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