Cabana Target Leading Sector Moderate ETF (CLSM) Institutional Ownership $27.18 0.00 (0.00%) As of 05/22/2026 03:26 PM Eastern 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)9TotalInstitutional Inflows(last 12 months)$36.95MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$67.24M 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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails4/21/2026 Aegis Wealth Management Inc.30,700$713K0.6%-1.9%0.839% 4/17/2026 Signal Advisors Wealth LLC75,406$1.75M0.1%N/A2.060% 4/16/2026 Triad Wealth Partners LLC15,586$362K0.0%-35.8%0.426% 3/9/2026 Corient Private Wealth LLC636,358$14.79M0.0%+152.4%14.595% 2/19/2026 Corient Private Wealth LLC636,358$14.79M0.0%+152.4%14.595% 2/17/2026 GeoWealth Management LLC364,026$8.46M0.3%-46.4%8.349% 2/10/2026 Foundations Investment Advisors LLC2,603,444$60.50M0.8%-12.4%59.712% 2/5/2026 Aegis Wealth Management Inc.31,297$727K0.6%N/A0.718% 2/5/2026 Northwestern Mutual Wealth Management Co.273,986$6.37M0.0%+117,997.4%6.284% 1/23/2026 Assetmark Inc.5,739$133K0.0%N/A0.130% 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. 1/22/2026 Triad Wealth Partners LLC24,272$564K0.1%-43.2%0.548% 1/13/2026 Avaii Wealth Management LLC10,932$254K0.1%-35.2%0.242% 11/17/2025 Citadel Advisors LLC23,032$530K0.0%N/A0.482% 11/13/2025 GeoWealth Management LLC678,798$15.63M0.6%-54.7%14.201% 11/4/2025 Mutual Advisors LLC16,057$376K0.0%-27.3%0.334% 11/3/2025 Foundations Investment Advisors LLC2,971,920$68.44M1.0%-13.4%61.786% 10/30/2025 Triad Wealth Partners LLC42,709$984K0.1%N/A0.888% 10/10/2025 Signal Advisors Wealth LLC16,353$377K0.0%-8.6%0.333% 9/26/2025 Corient Private Wealth LLC189,755$4.10M0.0%N/A3.608% 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% Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.Get the name and ticker of Louis Navellier's #1 AI stock free11/15/2024Jane 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% CLSM Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CLSM shares? 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. 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: 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). How much institutional buying is happening at Cabana Target Leading Sector Moderate ETF? Institutional investors have bought a total of 1,618,111 shares in the last 24 months. This purchase volume represents approximately $36.95M 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: GeoWealth Management LLC ($1.63M), Foundations Investment Advisors LLC ($1.30M), Triad Wealth Partners LLC ($27.12K), Mutual Advisors LLC ($6.02K), Avaii Wealth Management LLC ($5.93K), Signal Advisors Wealth LLC ($1.54K), and Aegis Wealth Management Inc. ($597.00). How much institutional selling is happening at Cabana Target Leading Sector Moderate ETF? Institutional investors have sold a total of 2,974,422 shares in the last 24 months. This volume of shares sold represents approximately $67.24M in transactions. Related Companies TDSC Major Shareholders FCEF Major Shareholders TDSB Major Shareholders SPBC Major Shareholders ALTY Major Shareholders LEXI Major Shareholders MDIV Major Shareholders COMT Major Shareholders This page (NASDAQ:CLSM) was last updated on 5/25/2026 by MarketBeat.com Staff. 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