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Cabana Target Leading Sector Moderate ETF (CLSM) Institutional Ownership

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$19.97
+0.06 (+0.30%)
(As of 04/26/2024 ET)
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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)
$174.13M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$22.28M
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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
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%
2/13/2024Tower Research Capital LLC TRC 1,861$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%
7/11/2023 Selective 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%
1/23/2023 Selective 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%
10/21/2022 Selective 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%
7/28/2022 Selective 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%
4/20/2022 Selective 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%
1/18/2022 Selective 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%
10/27/2021 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, the following institutional investors and hedge funds held shares of Cabana Target Leading Sector Moderate ETF shares: Foundations Investment Advisors LLC ($151.99M), GeoWealth Management LLC ($27.13M), AE Wealth Management LLC ($2.75M), Signal Advisors Wealth LLC ($2.28M), Mutual Advisors LLC ($475K), Selective Wealth Management Inc. ($362K), and Impact Partnership Wealth LLC ($71K).Learn more on CLSM's institutional investors.

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

The following institutional investors have purchased Cabana Target Leading Sector Moderate ETF stock in the last 24 months: Foundations Investment Advisors LLC ($7.54M), GeoWealth Management LLC ($1.15M), AE Wealth Management LLC ($213.16K), Signal Advisors Wealth LLC ($111.43K), Mutual Advisors LLC ($30.43K), Selective Wealth Management Inc. ($28.19K), and Impact Partnership Wealth LLC ($3.52K).

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

Institutional investors have bought a total of 9,071,358 shares in the last 24 months. This purchase volume represents approximately $184.29M in transactions.

Which Cabana Target Leading Sector Moderate ETF 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 ($2.29M), AE Wealth Management LLC ($73.11K), Selective Wealth Management Inc. ($32.45K), and Mutual Advisors LLC ($7.10K).

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

Institutional investors have sold a total of 2,398,157 shares in the last 24 months. This volume of shares sold represents approximately $48.84M in transactions.


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

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