Cabana Target Leading Sector Moderate ETF (CLSM) Institutional Ownership $21.03 +0.05 (+0.24%) (As of 11/1/2024 ET) Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestTrends Institutional Ownership Changes (13F Filings) for Cabana Target Leading Sector Moderate ETF (NASDAQ:CLSM)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$72.30MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$38.71M 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. Email Address Skip Chart & View Institutional Buying and Selling Data CLSM Institutional Buying and Selling by Quarter Ad Porter & CompanyTrue paradigm shiftI thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you. Cabana Target Leading Sector Moderate ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails10/21/2024 Foundations Investment Advisors LLC4,724,634$100.71M2.1%-14.7%64.456% 10/21/2024 Triad Wealth Partners LLC28,702$612K0.3%N/A0.392% 10/9/2024 Selective Wealth Management Inc.16,797$360K0.1%-3.0%0.228% 8/13/2024AE Wealth Management LLC22,444$469K0.0%-50.4%0.272% 8/2/2024 Foundations Investment Advisors LLC5,537,485$115.60M2.8%-15.2%67.040% 7/20/2024Continuum Advisory LLC26,470$553K0.1%-8.9%0.315% 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. 7/10/2024 Selective Wealth Management Inc.17,312$363K0.2%-3.8%0.206% 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 TRC1,861$38K0.0%+144.9%0.017% 2/8/2024 Foundations Investment Advisors LLC7,533,396$151.99M4.1%+81.7%67.991% 1/12/2024 Mutual Advisors LLC23,328$475K0.0%-8.3%0.292% 11/14/2023 Mutual Advisors LLC25,449$500K0.0%-16.4%0.473% 10/11/2023AE Wealth Management LLC140,049$2.75M0.0%-29.9%2.479% 10/5/2023 Foundations 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% 7/31/2023 Mutual Advisors LLC30,431$617K0.0%N/A0.442% 7/19/2023 Foundations Investment Advisors LLC5,213,587$105.73M3.5%+259.6%75.016% 7/17/2023 Impact 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% 4/25/2023 Foundations 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% 1/11/2023 Foundations 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% 10/19/2022 Foundations 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% 7/8/2022 Foundations 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% 4/19/2022 Foundations Investment Advisors LLC2,283,311$52.54M2.0%+1.0%83.029% 1/21/2022 Foundations 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% True paradigm shift (Ad)I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you.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, 10 institutional investors and hedge funds held shares of Cabana Target Leading Sector Moderate ETF. The most heavily invested institutionals were Foundations Investment Advisors LLC ($100.71M), GeoWealth Management LLC ($27.13M), Signal Advisors Wealth LLC ($2.28M), Triad Wealth Partners LLC ($612K), Continuum Advisory LLC ($553K), Mutual Advisors LLC ($475K), and AE Wealth Management LLC ($469K).Learn more on CLSM's institutional investors. Which institutional investors have been buying Cabana Target Leading Sector Moderate ETF stock? Of the 9 institutional investors that purchased Cabana Target Leading Sector Moderate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Foundations Investment Advisors LLC ($7.54M), GeoWealth Management LLC ($1.15M), AE Wealth Management LLC ($172.52K), Signal Advisors Wealth LLC ($111.43K), Mutual Advisors LLC ($30.43K), Triad Wealth Partners LLC ($28.70K), and Selective Wealth Management Inc. ($28.19K). How much institutional buying is happening at Cabana Target Leading Sector Moderate ETF? Institutional investors have bought a total of 9,059,420 shares in the last 24 months. This purchase volume represents approximately $184.04M 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 ($2.99M), AE Wealth Management LLC ($83.67K), Mutual Advisors LLC ($7.10K), Selective Wealth Management Inc. ($6.22K), and Continuum Advisory LLC ($2.58K). How much institutional selling is happening at Cabana Target Leading Sector Moderate ETF? Institutional investors have sold a total of 3,087,446 shares in the last 24 months. This volume of shares sold represents approximately $63.33M in transactions. Related Companies TDSC Major Shareholders TDSB Major Shareholders FCEF Major Shareholders CLSA Major Shareholders ALTY Major Shareholders CLSC Major Shareholders ASET Major Shareholders COMT Major Shareholders This page (NASDAQ:CLSM) was last updated on 11/2/2024 by MarketBeat.com Staff From Our Partners625,000% GainImagine swapping your daily coffee expense for a future free of financial worries. 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