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Cabana Target Leading Sector Aggressive ETF (CLSA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Cabana Target Leading Sector Aggressive ETF (NASDAQ:CLSA)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$371.92K
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$148.22M
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CLSA Institutional Buying and Selling by Quarter

Cabana Target Leading Sector Aggressive ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/16/2023GTS Securities LLC97,640$1.79M0.0%+13.5%4.155%
10/11/2023AE Wealth Management LLC97,356$1.78M0.0%-47.5%3.894%
10/5/2023Foundations Investment Advisors LLC1,468,946$26.91M0.8%-31.8%46.339%
8/10/2023GeoWealth Management LLC737,802$13.99M1.5%-55.8%23.275%
7/31/2023Avaii Wealth Management LLC14,497$275K0.2%-21.0%0.457%
7/19/2023Foundations Investment Advisors LLC2,155,060$40.86M1.4%-73.5%65.703%
7/17/2023Impact Partnership Wealth LLC8,417$160K0.1%N/A0.257%
7/10/2023AE Wealth Management LLC185,568$3.52M0.0%-4.5%5.379%
5/12/2023GeoWealth Management LLC1,670,098$31.24M3.7%-8.1%17.307%
5/12/2023Continuum Advisory LLC51,053$955K0.2%-5.6%0.529%
4/25/2023Foundations Investment Advisors LLC8,131,579$152.10M5.4%-14.5%84.265%
4/14/2023AE Wealth Management LLC194,298$3.63M0.0%-36.8%2.013%
4/11/2023Mutual Advisors LLC32,077$600K0.0%-2.1%0.332%
4/10/2023Avaii Wealth Management LLC18,357$343K0.3%-61.5%0.190%
3/28/2023Prostatis Group LLC35,683$652K0.4%N/A0.370%
3/23/2023Prostatis Group LLC72,812$1.33M0.8%N/A0.755%
2/13/2023GeoWealth Management LLC1,817,032$33.20M3.5%+360.5%18.829%
2/10/2023Continuum Advisory LLC54,064$988K0.2%N/A0.560%
2/8/2023Orion Portfolio Solutions LLC56,844$1.04M0.0%+136.1%0.589%
2/7/2023Envestnet Asset Management Inc.11,085$203K0.0%-14.5%0.115%
1/31/2023AE Wealth Management LLC307,410$5.62M0.0%+206.8%3.186%
1/27/2023Beacon Capital Management LLC2,332$43K0.0%N/A0.024%
1/25/2023Avaii Wealth Management LLC47,626$870K0.8%N/A0.492%
1/23/2023 Selective Wealth Management Inc.15,053$278K0.1%-13.5%0.156%
1/12/2023Mutual Advisors LLC32,756$598K0.0%N/A0.272%
1/11/2023Foundations Investment Advisors LLC9,515,900$173.86M6.9%+289.5%78.970%
11/9/2022Orion Portfolio Solutions LLC24,076$449K0.0%N/A0.748%
11/7/2022 Tevis Investment Management11,098$207K0.2%-7.8%0.345%
10/25/2022AE Wealth Management LLC100,186$1.87M0.0%+17.3%3.054%
10/21/2022 Selective Wealth Management Inc.17,411$324K0.1%-28.9%0.531%
10/19/2022Foundations Investment Advisors LLC2,443,266$45.52M2.0%-47.7%74.490%
8/8/2022 Tevis Investment Management12,037$227K0.2%-61.0%0.215%
8/3/2022AE Wealth Management LLC85,423$1.62M0.0%N/A1.525%
7/28/2022 Selective Wealth Management Inc.24,480$465K0.2%-14.4%0.437%
7/8/2022Foundations Investment Advisors LLC4,671,508$88.81M3.7%-59.9%81.670%
5/4/2022Envestnet Asset Management Inc.34,058$782K0.0%+11.9%0.140%
4/20/2022 Selective Wealth Management Inc.28,584$657K0.2%-17.4%0.207%
4/19/2022Foundations Investment Advisors LLC11,646,345$248.18M9.6%-24.2%84.241%
2/14/2022Avaii Wealth Management LLC26,712$725K0.7%N/A0.163%
2/9/2022Orion Portfolio Solutions LLC58,551$1.59M0.1%+31.8%0.359%
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2/4/2022Envestnet Asset Management Inc.30,429$826K0.0%N/A0.187%
1/31/2022 CWM LLC5,872$159K0.0%N/A0.036%
1/21/2022Foundations Investment Advisors LLC15,369,330$404.58M15.2%+164.7%83.985%
1/20/2022AE Wealth Management LLC384,256$10.44M0.1%+93.5%2.106%
1/18/2022 Selective Wealth Management Inc.34,598$940K0.4%+112.1%0.191%
11/12/2021OLD Mission Capital LLC14,461$354K0.0%N/A0.190%
11/12/2021GeoWealth Management LLC856,797$20.96M1.7%N/A11.274%
11/10/2021Orion Portfolio Solutions LLC44,413$1.09M0.0%N/A0.596%
11/1/2021AE Wealth Management LLC198,614$4.86M0.0%N/A2.693%
10/27/2021 Selective Wealth Management Inc.16,312$399K0.2%N/A0.226%
(Data available from 1/1/2016 forward)

CLSA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CLSA shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Cabana Target Leading Sector Aggressive ETF. The most heavily invested institutionals were Foundations Investment Advisors LLC ($26.91M), GeoWealth Management LLC ($13.99M), GTS Securities LLC ($1.79M), AE Wealth Management LLC ($1.78M), Orion Portfolio Solutions LLC ($1.04M), Continuum Advisory LLC ($955K), and Prostatis Group LLC ($652K).Learn more on CLSA's institutional investors.

Which institutional investors have been buying Cabana Target Leading Sector Aggressive ETF stock?

Of the 12 institutional investors that purchased Cabana Target Leading Sector Aggressive ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Foundations Investment Advisors LLC ($7.07M), GeoWealth Management LLC ($1.42M), AE Wealth Management LLC ($307.41K), Prostatis Group LLC ($108.50K), Orion Portfolio Solutions LLC ($56.84K), Continuum Advisory LLC ($54.06K), and Avaii Wealth Management LLC ($47.63K).

How much institutional buying is happening at Cabana Target Leading Sector Aggressive ETF?

Institutional investors have bought a total of 9,128,229 shares in the last 24 months. This purchase volume represents approximately $166.87M in transactions.

Which Cabana Target Leading Sector Aggressive ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold Cabana Target Leading Sector Aggressive ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Foundations Investment Advisors LLC ($17.25M), GeoWealth Management LLC ($1.08M), AE Wealth Management LLC ($210.05K), Avaii Wealth Management LLC ($33.13K), Tevis Investment Management ($19.75K), Selective Wealth Management Inc. ($13.53K), and Continuum Advisory LLC ($3.01K).

How much institutional selling is happening at Cabana Target Leading Sector Aggressive ETF?

Institutional investors have sold a total of 18,611,305 shares in the last 24 months. This volume of shares sold represents approximately $351.35M in transactions.


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This page (NASDAQ:CLSA) was last updated on 4/28/2024 by MarketBeat.com Staff

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