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Cabana Target Leading Sector Moderate ETF (CLSM) Institutional Ownership

$22.74 -0.08 (-0.35%)
Closing price 03:55 PM Eastern
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Institutional Ownership Changes (13F Filings) for Cabana Target Leading Sector Moderate ETF (NASDAQ:CLSM)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$8.13M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$57.87M
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CLSM Institutional Buying and Selling by Quarter

Cabana Target Leading Sector Moderate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Corient Private Wealth LLC189,755$4.10M0.0%N/A3.608%
8/13/2025 GeoWealth Management LLC1,497,072$32.38M1.3%-25.1%28.461%
8/8/2025 Foundations Investment Advisors LLC3,432,086$74.24M1.2%-12.1%65.249%
8/6/2025 AE Wealth Management LLC9,999$216K0.0%-4.8%0.190%
7/28/2025 Harbour Investments Inc.2,102$45K0.0%+66.3%0.039%
7/15/2025 Avaii Wealth Management LLC16,862$365K0.2%N/A0.303%
7/10/2025 Signal Advisors Wealth LLC17,892$387K0.0%+2.9%0.321%
5/7/2025Foundations Investment Advisors LLC3,902,361$81.40M1.5%-8.8%65.476%
5/6/2025AE Wealth Management LLC10,500$219K0.0%-6.8%0.176%
4/23/2025Continuum Advisory LLC6,895$144K0.0%-41.5%0.115%
2/18/2025GTS Securities LLC41,671$847K0.0%-64.0%0.633%
2/18/2025Continuum Advisory LLC11,785$240K0.0%-19.3%0.179%
2/17/2025Citadel Advisors LLC21,320$433K0.0%N/A0.324%
2/14/2025Susquehanna International Group LLP104,599$2.13M0.0%+13.9%1.590%
2/14/2025GeoWealth Management LLC2,123,232$43.17M1.4%+2.9%32.268%
1/22/2025Foundations Investment Advisors LLC4,279,429$87.00M1.7%-9.4%63.118%
1/21/2025Avaii Wealth Management LLC16,627$338K0.2%N/A0.245%
1/15/2025Selective Wealth Management Inc.11,756$237K0.1%-30.0%0.173%
1/14/2025Signal Advisors Wealth LLC17,880$363K0.0%-55.6%0.264%
12/26/2024JPMorgan Chase & Co.4,293$92K0.0%N/A0.059%
11/15/2024Continuum Advisory LLC14,605$317K0.0%-44.8%0.202%
11/15/2024Jane Street Group LLC31,297$667K0.0%N/A0.433%
11/13/2024Townsquare Capital LLC9,484$202K0.0%-35.4%0.131%
10/21/2024Foundations Investment Advisors LLC4,724,634$100.71M2.1%-14.7%64.456%
10/21/2024Triad Wealth Partners LLC28,702$612K0.3%N/A0.392%
10/9/2024Selective Wealth Management Inc.16,797$360K0.1%-3.0%0.228%
8/13/2024AE Wealth Management LLC22,444$469K0.0%-50.4%0.272%
8/2/2024Foundations Investment Advisors LLC5,537,485$115.60M2.8%-15.2%67.040%
7/20/2024Continuum Advisory LLC26,470$553K0.1%-8.9%0.315%
7/10/2024Selective Wealth Management Inc.17,312$363K0.2%-3.8%0.206%
4/11/2024Selective Wealth Management Inc.17,993$362K0.2%N/A0.188%
4/10/2024Signal Advisors Wealth LLC111,430$2.28M0.6%N/A1.166%
2/13/2024Tower Research Capital LLC TRC1,861$38K0.0%+144.9%0.017%
2/8/2024Foundations Investment Advisors LLC7,533,396$151.99M4.1%+81.7%67.991%
1/12/2024Mutual Advisors LLC23,328$475K0.0%-8.3%0.292%
11/14/2023Mutual Advisors LLC25,449$500K0.0%-16.4%0.473%
10/11/2023AE Wealth Management LLC140,049$2.75M0.0%-29.9%2.479%
10/5/2023Foundations Investment Advisors LLC4,146,597$81.48M2.5%-20.5%61.159%
8/10/2023GeoWealth Management LLC1,337,785$27.13M2.9%+334.0%19.731%
7/31/2023Mutual Advisors LLC30,431$617K0.0%N/A0.442%
7/19/2023Foundations Investment Advisors LLC5,213,587$105.73M3.5%+259.6%75.016%
7/17/2023Impact Partnership Wealth LLC3,522$71K0.0%N/A0.051%
7/11/2023Selective Wealth Management Inc.10,195$205K0.1%N/A0.142%
7/10/2023AE Wealth Management LLC199,840$4.05M0.0%+92.8%2.776%
5/12/2023GeoWealth Management LLC308,230$6.21M0.7%+62.4%6.530%
4/25/2023Foundations Investment Advisors LLC1,449,700$29.21M1.0%+36.1%30.714%
4/14/2023AE Wealth Management LLC103,654$2.09M0.0%+279.3%2.196%
1/31/2023AE Wealth Management LLC27,325$550K0.0%-3.8%0.579%
1/23/2023Selective Wealth Management Inc.21,044$425K0.2%-19.3%0.443%
1/11/2023Foundations Investment Advisors LLC1,064,798$21.45M0.9%-9.9%71.946%
10/25/2022AE Wealth Management LLC28,396$598K0.0%-30.1%1.721%
10/21/2022Selective Wealth Management Inc.26,069$549K0.2%-41.1%1.580%
10/19/2022Foundations Investment Advisors LLC1,181,778$24.87M1.1%-42.0%71.623%
8/3/2022AE Wealth Management LLC40,640$866K0.0%N/A1.594%
7/28/2022Selective Wealth Management Inc.44,259$943K0.3%-17.3%1.736%
7/8/2022Foundations Investment Advisors LLC2,035,967$43.45M1.8%-10.8%79.842%
4/20/2022Selective Wealth Management Inc.53,489$1.27M0.5%-7.6%1.945%
4/19/2022Foundations Investment Advisors LLC2,283,311$52.54M2.0%+1.0%83.029%
1/21/2022Foundations Investment Advisors LLC2,261,663$59.91M2.3%-72.4%80.059%
1/20/2022AE Wealth Management LLC43,604$1.18M0.0%-82.9%1.544%
1/18/2022Selective Wealth Management Inc.57,910$1.57M0.6%+52.4%2.050%
11/12/2021OLD Mission Capital LLC29,272$721K0.0%N/A0.284%
11/12/2021GeoWealth Management LLC1,104,584$27.19M2.2%N/A10.698%
11/10/2021Orion Portfolio Solutions LLC72,201$1.78M0.1%N/A0.703%
11/1/2021AE Wealth Management LLC255,215$6.28M0.1%N/A2.496%
10/27/2021Selective Wealth Management Inc.37,998$935K0.5%N/A0.378%
(Data available from 1/1/2016 forward)

CLSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CLSM shares?

During the previous two years, 18 institutional investors and hedge funds held shares of Cabana Target Leading Sector Moderate ETF. The most heavily invested institutionals were Foundations Investment Advisors LLC ($74.24M), GeoWealth Management LLC ($32.38M), Corient Private Wealth LLC ($4.10M), Susquehanna International Group LLP ($2.13M), GTS Securities LLC ($847K), Jane Street Group LLC ($667K), and Triad Wealth Partners LLC ($612K).Learn more on Cabana Target Leading Sector Moderate ETF's institutional investors.

Which institutional investors have been buying Cabana Target Leading Sector Moderate ETF's stock?

Of the 13 institutional investors that purchased Cabana Target Leading Sector Moderate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Foundations Investment Advisors LLC ($3.39M), Corient Private Wealth LLC ($189.76K), Signal Advisors Wealth LLC ($111.94K), GeoWealth Management LLC ($60.61K), Avaii Wealth Management LLC ($33.49K), Jane Street Group LLC ($31.30K), and Triad Wealth Partners LLC ($28.70K).

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

Institutional investors have bought a total of 383,580 shares in the last 24 months. This purchase volume represents approximately $8.13M in transactions.

Which of Cabana Target Leading Sector Moderate ETF's major shareholders have been selling company stock?

The following institutional investors have sold Cabana Target Leading Sector Moderate ETF stock in the last 24 months: Foundations Investment Advisors LLC ($2.11M), GeoWealth Management LLC ($500.75K), GTS Securities LLC ($73.94K), Signal Advisors Wealth LLC ($22.43K), Continuum Advisory LLC ($19.58K), Selective Wealth Management Inc. ($5.56K), and Townsquare Capital LLC ($5.19K).

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

Institutional investors have sold a total of 2,734,101 shares in the last 24 months. This volume of shares sold represents approximately $57.87M in transactions.


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This page (NASDAQ:CLSM) was last updated on 9/25/2025 by MarketBeat.com Staff
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