TDSB Institutional Ownership
ETC Cabana Target Beta ETF
1W: -0.9%
1M: -2.0%
3M: -0.8%
YTD: +2.1%
1Y: +4.2%
3Y: +26.0%
5Y: +4.9%
$24.44
-0.01 (-0.03%)
Weekly Expected Move ±0.9%
$24
$24
$24
$25
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TDSB
15
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
37M
Total Invested
1
New Positions
4
Increased
7
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (18 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 1,297,354 | $32M | -75,194 | -5.5% | 23Q | SEC ↗ |
| 2 | Signal Advisors Wealth, LLC | 71,713 | $2M | +36,525 | +103.8% | 10Q | SEC ↗ |
| 3 | AE Wealth Management LLC | 37,551 | $918K | +19,344 | +106.2% | 7Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,641 | $895K | +19,783 | +117.4% | 5Q | SEC ↗ |
| 5 | GeoWealth Management, LLC | 30,142 | $737K | -923 | -3.0% | 23Q | SEC ↗ |
| 6 | Aegis Wealth Management, Inc. | 16,444 | $402K | -463 | -2.7% | 3Q | SEC ↗ |
| 7 | Continuum Advisory, LLC NEW | 5,990 | $146K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Geneos Wealth Management Inc. | 1,510 | $37K | +755 | +100.0% | 6Q | SEC ↗ |
| 9 | UBS Group AG | 1,187 | $29K | -42 | -3.4% | 3Q | SEC ↗ |
| 10 | HARBOUR INVESTMENTS, INC. | 452 | $11K | — | +0.0% | 5Q | SEC ↗ |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 122 | $3K | — | +0.0% | 5Q | SEC ↗ |
| 12 | ASSETMARK, INC | 25 | $1K | — | +0.0% | 3Q | SEC ↗ |
| 13 | Corient Private Wealth LLC | 0 | $0K | -167,545 | -100.0% | 4Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC | 0 | $0K | -9,529 | -100.0% | 1Q | SEC ↗ |
| 15 | GTS SECURITIES LLC | 0 | $0K | -42,558 | -100.0% | 2Q | SEC ↗ |
| 16 | Triad Wealth Partners, LLC | 0 | $0K | -8,382 | -100.0% | 2Q | SEC ↗ |
| 17 | MORGAN STANLEY | 0 | $0K | -850 | -100.0% | 1Q | SEC ↗ |
| 18 | BSW Wealth Partners | 0 | $0K | -139,000 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Continuum Advisory, LLC | 5,990 | $146K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Corient Private Wealth LLC | 167,545 | $4M |
| BSW Wealth Partners | 139,000 | $3M |
| GTS SECURITIES LLC | 42,558 | $1M |
| CITADEL ADVISORS LLC | 9,529 | $233K |
| Triad Wealth Partners, LLC | 8,382 | $205K |
| MORGAN STANLEY | 850 | $21K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Signal Advisors Wealth, LLC | +36,525 | +103.8% | 71,713 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +19,783 | +117.4% | 36,641 |
| AE Wealth Management LLC | +19,344 | +106.2% | 37,551 |
| Geneos Wealth Management Inc. | +755 | +100.0% | 1,510 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Foundations Investment Advisors, LL | -75,194 | -5.5% | 1,297,354 |
| GeoWealth Management, LLC | -923 | -3.0% | 30,142 |
| Aegis Wealth Management, Inc. | -463 | -2.7% | 16,444 |
| UBS Group AG | -42 | -3.4% | 1,187 |