Who Owns CEF (CEF)? -- Institutional Holders (2026-06-30)

492 institutions reported holding $2.25B of CEF (CEF) in SEC 13F filings for 2026-06-30. Largest institutional holders: CENTRAL TRUST Co ($181.3M), Bleakley Financial Group, LLC ($169.3M), MORGAN STANLEY ($167.2M), JUPITER ASSET MANAGEMENT LTD ($147.7M), Royal Bank of Canada ($134.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CENTRAL TRUST Co$181.3M4.5MTrimmed
2Bleakley Financial Group, LLC$169.3M4.2MAdded
3MORGAN STANLEY$167.2M4.2MAdded
4JUPITER ASSET MANAGEMENT LTD$147.7M3.7MAdded
5Royal Bank of Canada$134.0M3.3MAdded
6Weiss Asset Management LP$124.7M3.1MAdded
7IMC-Chicago, LLC$71.6M1.8MTrimmed
8Evelyn Partners Group Ltd$47.0M1.2MNew
9MANAGED ASSET PORTFOLIOS, LLC$38.5M955,967Trimmed
10RAYMOND JAMES FINANCIAL INC$36.4M903,921Trimmed
11JANE STREET GROUP, LLC$36.1M897,561Added
12LPL Financial LLC$34.1M847,803Trimmed
13Baird Financial Group, Inc.$33.9M841,648Trimmed
14WELLS FARGO & COMPANY/MN$30.1M747,266Trimmed
15BANK OF AMERICA CORP /DE/$25.8M642,326Added
16SPROTT INC.$25.6M636,665Trimmed
17Cheviot Value Management, LLC$22.8M567,160Trimmed
18Beaumont Financial Advisors, LLC$22.7M563,859Trimmed
19Marshall Financial Group, LLC$21.9M544,511Added
20AMERIPRISE FINANCIAL INC$21.1M525,803Added
21JPMORGAN CHASE & CO$20.1M504,984Trimmed
22CIBC WORLD MARKET INC.$19.4M483,429Trimmed
23Cannell & Spears LLC$19.4M483,025Hold
24OSAIC HOLDINGS, INC.$17.9M444,749Added
25Cambridge Investment Research Advisors, Inc.$17.8M441,740Trimmed

Source: SEC Form 13F filings · as of 2026-06-30