CLSM Institutional Ownership
ETC Cabana Target Leading Sector Moderate ETF
1W: +0.0%
1M: +2.8%
3M: +3.0%
YTD: +20.4%
1Y: +21.3%
3Y: +49.3%
5Y: +19.4%
$28.00
+0.19 (+0.68%)
Weekly Expected Move ±1.7%
$27
$28
$28
$28
$29
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — CLSM
17
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
72M
Total Invested
2
New Positions
6
Increased
6
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (20 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 2,211,857 | $62M | -138,975 | -5.9% | 20Q | SEC ↗ |
| 2 | GeoWealth Management, LLC | 142,393 | $4M | -1,061 | -0.7% | 20Q | SEC ↗ |
| 3 | Signal Advisors Wealth, LLC | 98,097 | $3M | +22,691 | +30.1% | 2Q | SEC ↗ |
| 4 | AE Wealth Management LLC | 35,216 | $986K | +29,350 | +500.3% | 17Q | SEC ↗ |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,877 | $921K | +10,243 | +45.3% | 2Q | SEC ↗ |
| 6 | Aegis Wealth Management, Inc. | 29,959 | $839K | -741 | -2.4% | 3Q | SEC ↗ |
| 7 | Mutual Advisors, LLC | 16,279 | $456K | +125 | +0.8% | 13Q | SEC ↗ |
| 8 | Triad Wealth Partners, LLC | 15,051 | $421K | -535 | -3.4% | 4Q | SEC ↗ |
| 9 | ASSETMARK, INC | 5,645 | $158K | +1 | +0.0% | 3Q | SEC ↗ |
| 10 | Continuum Advisory, LLC NEW | 5,050 | $141K | — | +0.0% | 1Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 2,326 | $65K | — | +0.0% | 3Q | SEC ↗ |
| 12 | HARBOUR INVESTMENTS, INC. | 2,109 | $59K | +1 | +0.0% | 10Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO NEW | 1,745 | $49K | — | +0.0% | 1Q | SEC ↗ |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 232 | $6K | — | +0.0% | 5Q | SEC ↗ |
| 15 | Beacon Capital Management, Inc. | 1 | $0K | — | +0.0% | 5Q | SEC ↗ |
| 16 | GTS SECURITIES LLC | 0 | $0K | -53,172 | -100.0% | 2Q | SEC ↗ |
| 17 | AVAII WEALTH MANAGEMENT, LLC | 0 | $0K | -10,932 | -100.0% | 3Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC | 0 | $0K | -21,379 | -100.0% | 2Q | SEC ↗ |
| 19 | UBS Group AG | 0 | $0K | -719 | -100.0% | 1Q | SEC ↗ |
| 20 | Corient Private Wealth LLC | 0 | $0K | -550,618 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Continuum Advisory, LLC | 5,050 | $141K |
| JPMORGAN CHASE & CO | 1,745 | $49K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Corient Private Wealth LLC | 550,618 | $15M |
| GTS SECURITIES LLC | 53,172 | $1M |
| CITADEL ADVISORS LLC | 21,379 | $599K |
| AVAII WEALTH MANAGEMENT, LLC | 10,932 | $306K |
| UBS Group AG | 719 | $20K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | +29,350 | +500.3% | 35,216 |
| Signal Advisors Wealth, LLC | +22,691 | +30.1% | 98,097 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +10,243 | +45.3% | 32,877 |
| Mutual Advisors, LLC | +125 | +0.8% | 16,279 |
| HARBOUR INVESTMENTS, INC. | +1 | +0.0% | 2,109 |
| ASSETMARK, INC | +1 | +0.0% | 5,645 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Foundations Investment Advisors, LL | -138,975 | -5.9% | 2,211,857 |
| GeoWealth Management, LLC | -1,061 | -0.7% | 142,393 |
| Aegis Wealth Management, Inc. | -741 | -2.4% | 29,959 |
| Triad Wealth Partners, LLC | -535 | -3.4% | 15,051 |