Cabana Target Leading Sector Moderate ETF (CLSM) Institutional Ownership $21.88 +0.13 (+0.60%) As of 07/3/2025 01:04 PM 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)7TotalInstitutional Inflows(last 12 months)$3.63MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$58.09M 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. Email Address 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 CompanyDetails5/7/2025Foundations 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% 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. 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% Elon’s Revenge (Ad)Elon Musk and President Trump's new feud is all over the news... 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Everything you need to know is right here.By July 22 – at the absolute latest – Elon's Final Gift could see trillions of dollars change hands.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, 17 institutional investors and hedge funds held shares of Cabana Target Leading Sector Moderate ETF. The most heavily invested institutionals were Foundations Investment Advisors LLC ($81.40M), GeoWealth Management LLC ($43.17M), Susquehanna International Group LLP ($2.13M), GTS Securities LLC ($847K), Jane Street Group LLC ($667K), Triad Wealth Partners LLC ($612K), and Mutual Advisors LLC ($475K).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 14 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 ($7.15M), GeoWealth Management LLC ($1.09M), Signal Advisors Wealth LLC ($111.43K), AE Wealth Management LLC ($96.19K), Jane Street Group LLC ($31.30K), Mutual Advisors LLC ($30.43K), 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 175,613 shares in the last 24 months. This purchase volume represents approximately $3.63M 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 ($2.63M), GTS Securities LLC ($73.94K), AE Wealth Management LLC ($23.57K), Signal Advisors Wealth LLC ($22.43K), Continuum Advisory LLC ($22.16K), Selective Wealth Management Inc. ($6.24K), 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 2,779,700 shares in the last 24 months. This volume of shares sold represents approximately $58.09M 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 7/4/2025 by MarketBeat.com Staff From Our PartnersElon’s RevengeElon Musk and President Trump's new feud is all over the news... 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