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Cabana Target Leading Sector Moderate ETF (CLSM) Institutional Ownership

Cabana Target Leading Sector Moderate ETF logo
$28.07 -0.07 (-0.24%)
Closing price 03:59 PM Eastern
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$28.08 +0.01 (+0.04%)
As of 04:03 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)
8
Total
Institutional Inflows
(last 12 months)
$28.48M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$46.19M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026Continuum Advisory LLC5,050$139K0.0%N/A0.141%
4/21/2026Aegis Wealth Management Inc.30,700$713K0.6%-1.9%0.839%
4/17/2026Signal Advisors Wealth LLC75,406$1.75M0.1%N/A2.060%
4/16/2026Triad Wealth Partners LLC15,586$362K0.0%-35.8%0.426%
3/9/2026Corient Private Wealth LLC636,358$14.79M0.0%+152.4%14.595%
2/19/2026Corient Private Wealth LLC636,358$14.79M0.0%+152.4%14.595%
2/17/2026GeoWealth Management LLC364,026$8.46M0.3%-46.4%8.349%
2/10/2026Foundations Investment Advisors LLC2,603,444$60.50M0.8%-12.4%59.712%
2/5/2026Aegis Wealth Management Inc.31,297$727K0.6%N/A0.718%
2/5/2026Northwestern Mutual Wealth Management Co.273,986$6.37M0.0%+117,997.4%6.284%
1/23/2026Assetmark Inc.5,739$133K0.0%N/A0.130%
1/22/2026Triad Wealth Partners LLC24,272$564K0.1%-43.2%0.548%
1/13/2026Avaii Wealth Management LLC10,932$254K0.1%-35.2%0.242%
11/17/2025Citadel Advisors LLC23,032$530K0.0%N/A0.482%
11/13/2025GeoWealth Management LLC678,798$15.63M0.6%-54.7%14.201%
11/4/2025Mutual Advisors LLC16,057$376K0.0%-27.3%0.334%
11/3/2025Foundations Investment Advisors LLC2,971,920$68.44M1.0%-13.4%61.786%
10/30/2025Triad Wealth Partners LLC42,709$984K0.1%N/A0.888%
10/10/2025Signal Advisors Wealth LLC16,353$377K0.0%-8.6%0.333%
9/26/2025Corient Private Wealth LLC189,755$4.10M0.0%N/A3.608%
8/15/2025Corient Private Wealth LLC189,755$4.10M0.0%N/A3.608%
8/13/2025GeoWealth Management LLC1,497,072$32.38M1.3%-25.1%28.461%
8/8/2025Foundations Investment Advisors LLC3,432,086$74.24M1.2%-12.1%65.249%
8/6/2025AE Wealth Management LLC9,999$216K0.0%-4.8%0.190%
7/28/2025Harbour Investments Inc.2,102$45K0.0%+66.3%0.039%
7/15/2025Avaii Wealth Management LLC16,862$365K0.2%N/A0.303%
7/10/2025Signal 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%
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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%


CLSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 20 institutional investors and hedge funds held shares of Cabana Target Leading Sector Moderate ETF. The most heavily invested institutionals were Foundations Investment Advisors LLC ($60.50M), Corient Private Wealth LLC ($14.79M), GeoWealth Management LLC ($8.46M), Northwestern Mutual Wealth Management Co. ($6.37M), Susquehanna International Group LLP ($2.13M), Signal Advisors Wealth LLC ($1.75M), and GTS Securities LLC ($847K).Learn more on Cabana Target Leading Sector Moderate ETF's institutional investors.

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: Corient Private Wealth LLC ($1.15M), Northwestern Mutual Wealth Management Co. ($273.75K), Signal Advisors Wealth LLC ($75.92K), Triad Wealth Partners LLC ($71.41K), GeoWealth Management LLC ($60.61K), Citadel Advisors LLC ($44.35K), and Avaii Wealth Management LLC ($33.49K).

Institutional investors have bought a total of 1,225,439 shares in the last 24 months. This purchase volume represents approximately $28.48M in transactions.

The following institutional investors have sold Cabana Target Leading Sector Moderate ETF stock in the last 24 months: GeoWealth Management LLC ($1.13M), Foundations Investment Advisors LLC ($828.64K), Triad Wealth Partners LLC ($27.12K), Mutual Advisors LLC ($6.02K), Avaii Wealth Management LLC ($5.93K), and Aegis Wealth Management Inc. ($597.00).

Institutional investors have sold a total of 2,001,362 shares in the last 24 months. This volume of shares sold represents approximately $46.19M in transactions.


Related Companies

Institutional ownership data for NASDAQ:CLSM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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