Cabana Target Leading Sector Moderate ETF (CLSM) Institutional Ownership $22.12 +0.04 (+0.18%) As of 10:19 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Cabana Target Leading Sector Moderate ETF (NASDAQ:CLSM)Number ofInstitutional Buyers(last 12 months)10TotalInstitutional Inflows(last 12 months)$8.13MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$57.87M Get CLSM Insider Trade Alerts Want to know when executives and insiders are buying or selling Cabana Target Leading Sector Moderate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data CLSM Institutional Buying and Selling by Quarter Cabana Target Leading Sector Moderate ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025 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% 5/7/2025 Foundations Investment Advisors LLC3,902,361$81.40M1.5%-8.8%65.476% 5/6/2025 AE Wealth Management LLC10,500$219K0.0%-6.8%0.176% 4/23/2025 Continuum Advisory LLC6,895$144K0.0%-41.5%0.115% Get the Latest News and Ratings for CLSM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Cabana Target Leading Sector Moderate ETF and its competitors with MarketBeat's FREE daily newsletter. 2/18/2025 GTS Securities LLC41,671$847K0.0%-64.0%0.633% 2/18/2025 Continuum Advisory LLC11,785$240K0.0%-19.3%0.179% 2/17/2025 Citadel Advisors LLC21,320$433K0.0%N/A0.324% 2/14/2025 Susquehanna International Group LLP104,599$2.13M0.0%+13.9%1.590% 2/14/2025 GeoWealth Management LLC2,123,232$43.17M1.4%+2.9%32.268% 1/22/2025 Foundations Investment Advisors LLC4,279,429$87.00M1.7%-9.4%63.118% 1/21/2025 Avaii Wealth Management LLC16,627$338K0.2%N/A0.245% 1/15/2025 Selective Wealth Management Inc.11,756$237K0.1%-30.0%0.173% 1/14/2025 Signal Advisors Wealth LLC17,880$363K0.0%-55.6%0.264% 12/26/2024 JPMorgan Chase & Co.4,293$92K0.0%N/A0.059% 11/15/2024 Continuum Advisory LLC14,605$317K0.0%-44.8%0.202% 11/15/2024 Jane Street Group LLC31,297$667K0.0%N/A0.433% 11/13/2024 Townsquare Capital LLC9,484$202K0.0%-35.4%0.131% 10/21/2024 Foundations Investment Advisors LLC4,724,634$100.71M2.1%-14.7%64.456% 10/21/2024 Triad Wealth Partners LLC28,702$612K0.3%N/A0.392% 10/9/2024 Selective Wealth Management Inc.16,797$360K0.1%-3.0%0.228% 8/13/2024 AE Wealth Management LLC22,444$469K0.0%-50.4%0.272% 8/2/2024 Foundations Investment Advisors LLC5,537,485$115.60M2.8%-15.2%67.040% 7/20/2024 Continuum Advisory LLC26,470$553K0.1%-8.9%0.315% 7/10/2024 Selective Wealth Management Inc.17,312$363K0.2%-3.8%0.206% 4/11/2024 Selective Wealth Management Inc.17,993$362K0.2%N/A0.188% 4/10/2024 Signal Advisors Wealth LLC111,430$2.28M0.6%N/A1.166% 2/13/2024 Tower Research Capital LLC TRC1,861$38K0.0%+144.9%0.017% 2/8/2024 Foundations Investment Advisors LLC7,533,396$151.99M4.1%+81.7%67.991% 1/12/2024 Mutual Advisors LLC23,328$475K0.0%-8.3%0.292% 11/14/2023 Mutual Advisors LLC25,449$500K0.0%-16.4%0.473% 10/11/2023 AE Wealth Management LLC140,049$2.75M0.0%-29.9%2.479% 10/5/2023 Foundations Investment Advisors LLC4,146,597$81.48M2.5%-20.5%61.159% 8/10/2023 GeoWealth Management LLC1,337,785$27.13M2.9%+334.0%19.731% 7/31/2023 Mutual Advisors LLC30,431$617K0.0%N/A0.442% What's the Best Way to Lower RMD Taxes? 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Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest.Click here to see the six strategies and get your free advisor matches today.7/19/2023 Foundations Investment Advisors LLC5,213,587$105.73M3.5%+259.6%75.016% 7/17/2023 Impact Partnership Wealth LLC3,522$71K0.0%N/A0.051% 7/11/2023 Selective Wealth Management Inc.10,195$205K0.1%N/A0.142% 7/10/2023 AE Wealth Management LLC199,840$4.05M0.0%+92.8%2.776% 5/12/2023 GeoWealth Management LLC308,230$6.21M0.7%+62.4%6.530% 4/25/2023 Foundations Investment Advisors LLC1,449,700$29.21M1.0%+36.1%30.714% 4/14/2023 AE Wealth Management LLC103,654$2.09M0.0%+279.3%2.196% 1/31/2023 AE Wealth Management LLC27,325$550K0.0%-3.8%0.579% 1/23/2023 Selective Wealth Management Inc.21,044$425K0.2%-19.3%0.443% 1/11/2023 Foundations Investment Advisors LLC1,064,798$21.45M0.9%-9.9%71.946% 10/25/2022 AE Wealth Management LLC28,396$598K0.0%-30.1%1.721% 10/21/2022 Selective Wealth Management Inc.26,069$549K0.2%-41.1%1.580% 10/19/2022 Foundations Investment Advisors LLC1,181,778$24.87M1.1%-42.0%71.623% 8/3/2022 AE Wealth Management LLC40,640$866K0.0%N/A1.594% 7/28/2022 Selective Wealth Management Inc.44,259$943K0.3%-17.3%1.736% 7/8/2022 Foundations Investment Advisors LLC2,035,967$43.45M1.8%-10.8%79.842% 4/20/2022 Selective Wealth Management Inc.53,489$1.27M0.5%-7.6%1.945% 4/19/2022 Foundations Investment Advisors LLC2,283,311$52.54M2.0%+1.0%83.029% 1/21/2022 Foundations Investment Advisors LLC2,261,663$59.91M2.3%-72.4%80.059% 1/20/2022 AE Wealth Management LLC43,604$1.18M0.0%-82.9%1.544% 1/18/2022 Selective Wealth Management Inc.57,910$1.57M0.6%+52.4%2.050% 11/12/2021 OLD Mission Capital LLC29,272$721K0.0%N/A0.284% 11/12/2021 GeoWealth Management LLC1,104,584$27.19M2.2%N/A10.698% 11/10/2021Orion Portfolio Solutions LLC72,201$1.78M0.1%N/A0.703% 11/1/2021 AE Wealth Management LLC255,215$6.28M0.1%N/A2.496% 10/27/2021 Selective 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. Related Companies LEXI Major Shareholders TDSC Major Shareholders TDSB Major Shareholders FCEF Major Shareholders ALTY Major Shareholders ASET Major Shareholders COMT Major Shareholders This page (NASDAQ:CLSM) was last updated on 9/3/2025 by MarketBeat.com Staff From Our PartnersHow “Trump’s New Dollar” Could Impact Your WealthPresident Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking a...Brownstone Research | SponsoredForget Tesla — This Tiny AI Stock Is Musk’s Real PlayWhile Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...Behind the Markets | SponsoredWhat's the Best Way to Lower RMD Taxes?Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain r...SmartAsset | SponsoredMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredWarren Buffett Issues Cryptic Warning on U.S. DollarImagine a bull market so powerful, every single investor became a millionaire. 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