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Cabana Target Leading Sector Conservative ETF (CLSC) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$23.17M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$30.22M
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CLSC Institutional Buying and Selling by Quarter

Cabana Target Leading Sector Conservative ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/8/2024Foundations Investment Advisors LLC16,540$319K0.0%-98.3%1.323%
1/5/2024 Selective Wealth Management Inc.12,612$243K0.1%-39.5%0.901%
11/16/2023GTS Securities LLC99,800$1.92M0.0%+278.7%7.129%
10/10/2023 Selective Wealth Management Inc.20,833$400K0.2%-9.9%1.389%
10/5/2023Foundations Investment Advisors LLC982,015$18.86M0.6%-24.5%56.115%
8/10/2023GeoWealth Management LLC238,495$4.68M0.5%+244.6%13.628%
7/19/2023Foundations Investment Advisors LLC1,301,110$25.54M0.8%+236.8%68.479%
7/17/2023Impact Partnership Wealth LLC1,516$30K0.0%N/A0.080%
7/11/2023 Selective Wealth Management Inc.23,122$448K0.2%N/A1.186%
5/12/2023GeoWealth Management LLC69,205$1.33M0.2%-79.6%1.102%
4/25/2023Foundations Investment Advisors LLC386,292$7.40M0.3%-80.0%6.151%
4/14/2023AE Wealth Management LLC23,603$452K0.0%-28.5%0.376%
2/13/2023GeoWealth Management LLC339,269$6.68M0.7%-82.5%5.402%
2/7/2023Envestnet Asset Management Inc.36,238$713K0.0%-17.1%0.577%
1/31/2023AE Wealth Management LLC33,016$649K0.0%-84.3%0.526%
1/25/2023Avaii Wealth Management LLC10,861$214K0.2%-69.2%0.172%
1/23/2023 Selective Wealth Management Inc.45,339$888K0.5%-31.9%0.717%
1/12/2023Mutual Advisors LLC13,295$262K0.0%-77.4%0.489%
1/11/2023Foundations Investment Advisors LLC1,931,862$38M1.5%-83.0%71.024%
11/9/2022Orion Portfolio Solutions LLC22,207$460K0.0%-49.3%0.157%
11/7/2022 Tevis Investment Management34,756$720K0.7%+4.4%0.246%
11/3/2022Mutual Advisors LLC58,707$1.22M0.1%N/A0.415%
10/25/2022AE Wealth Management LLC210,355$4.36M0.0%-25.9%1.476%
10/21/2022 Selective Wealth Management Inc.66,563$1.38M0.6%-26.4%0.462%
10/19/2022Foundations Investment Advisors LLC11,354,197$235.37M10.3%-8.2%78.685%
8/8/2022 Tevis Investment Management33,305$703K0.7%+915.4%0.224%
8/3/2022Envestnet Asset Management Inc.51,201$1.08M0.0%+107.4%0.345%
8/3/2022AE Wealth Management LLC283,993$6.01M0.0%N/A1.912%
7/28/2022 Selective Wealth Management Inc.90,481$1.91M0.7%-14.6%0.606%
7/14/2022Orion Portfolio Solutions LLC43,759$926K0.0%N/A0.289%
7/8/2022Foundations Investment Advisors LLC12,372,943$262.20M11.0%+31.0%81.670%
5/4/2022Envestnet Asset Management Inc.24,689$568K0.0%N/A1.097%
4/20/2022 Selective Wealth Management Inc.105,947$2.44M0.9%-5.4%0.944%
4/19/2022Foundations Investment Advisors LLC9,447,086$211.52M8.2%+334.6%84.161%
1/21/2022Foundations Investment Advisors LLC2,173,494$54.06M2.0%-63.8%79.761%
1/20/2022AE Wealth Management LLC33,601$846K0.0%-50.0%1.256%
1/18/2022 Selective Wealth Management Inc.111,987$2.82M1.2%+46.7%4.186%
11/12/2021OLD Mission Capital LLC42,075$1.04M0.0%N/A0.576%
11/12/2021GeoWealth Management LLC841,554$20.80M1.7%N/A11.528%
11/10/2021Orion Portfolio Solutions LLC42,728$1.06M0.0%N/A0.585%
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11/1/2021AE Wealth Management LLC67,185$1.66M0.0%N/A0.920%
10/27/2021 Selective Wealth Management Inc.76,345$1.89M1.0%N/A1.042%
(Data available from 1/1/2016 forward)

CLSC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CLSC shares?

During the previous two years, 11 institutional investors and hedge funds held shares of Cabana Target Leading Sector Conservative ETF. The most heavily invested institutionals were GeoWealth Management LLC ($4.68M), GTS Securities LLC ($1.92M), Tevis Investment Management ($720K), Envestnet Asset Management Inc. ($713K), Orion Portfolio Solutions LLC ($460K), AE Wealth Management LLC ($452K), and Foundations Investment Advisors LLC ($319K).Learn more on CLSC's institutional investors.

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

Of the 10 institutional investors that purchased Cabana Target Leading Sector Conservative ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Foundations Investment Advisors LLC ($3.84M), AE Wealth Management LLC ($283.99K), GeoWealth Management LLC ($169.29K), GTS Securities LLC ($73.45K), Mutual Advisors LLC ($58.71K), Envestnet Asset Management Inc. ($51.20K), and Orion Portfolio Solutions LLC ($43.76K).

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

Institutional investors have bought a total of 4,577,189 shares in the last 24 months. This purchase volume represents approximately $95.00M in transactions.

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

The following institutional investors have sold Cabana Target Leading Sector Conservative ETF stock in the last 24 months: Foundations Investment Advisors LLC ($13.27M), GeoWealth Management LLC ($1.87M), AE Wealth Management LLC ($260.39K), Selective Wealth Management Inc. ($71.12K), Mutual Advisors LLC ($45.41K), Avaii Wealth Management LLC ($24.44K), and Orion Portfolio Solutions LLC ($21.55K).

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

Institutional investors have sold a total of 15,575,608 shares in the last 24 months. This volume of shares sold represents approximately $306.24M in transactions.


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This page (NASDAQ:CLSC) was last updated on 4/27/2024 by MarketBeat.com Staff

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