Cabana Target Leading Sector Moderate ETF (CLSM) Institutional Ownership $22.03 +0.03 (+0.14%) Closing price 03:53 PM EasternExtended Trading$22.02 -0.01 (-0.02%) As of 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. 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)8TotalInstitutional Inflows(last 12 months)$4.01MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$58.02M Get CLSM Insider Trade Alerts Want to know when executives and insiders are buying or selling Cabana Target Leading Sector Moderate ETF stock? 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Email Address 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 Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/15/2025 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% 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. 1/22/2025Foundations Investment Advisors LLC4,279,429$87.00M1.7%-9.4%63.118% 1/21/2025 Avaii Wealth Management LLC16,627$338K0.2%N/A0.245% 1/15/2025 Selective Wealth Management Inc.11,756$237K0.1%-30.0%0.173% 1/14/2025 Signal 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% 11/15/2024Jane 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% 10/21/2024 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% 8/2/2024Foundations Investment Advisors LLC5,537,485$115.60M2.8%-15.2%67.040% 7/20/2024Continuum Advisory LLC26,470$553K0.1%-8.9%0.315% 7/10/2024 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% 2/8/2024Foundations 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% Why Elon put $51 million into this (Ad)A single U.S. company has started producing a “miracle metal” once locked in research labs. 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Discover the full story.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, 16 institutional investors and hedge funds held shares of Cabana Target Leading Sector Moderate ETF. The most heavily invested institutionals were Foundations Investment Advisors LLC ($81.40M), GeoWealth Management LLC ($43.17M), Susquehanna International Group LLP ($2.13M), GTS Securities LLC ($847K), Jane Street Group LLC ($667K), Triad Wealth Partners LLC ($612K), and Mutual Advisors LLC ($475K).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 12 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: Foundations Investment Advisors LLC ($3.39M), GeoWealth Management LLC ($1.09M), Signal Advisors Wealth LLC ($111.94K), Avaii Wealth Management LLC ($33.49K), Jane Street Group LLC ($31.30K), Mutual Advisors LLC ($30.43K), and Triad Wealth Partners LLC ($28.70K). How much institutional buying is happening at Cabana Target Leading Sector Moderate ETF? Institutional investors have bought a total of 192,987 shares in the last 24 months. This purchase volume represents approximately $4.01M 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: Foundations Investment Advisors LLC ($2.63M), GTS Securities LLC ($73.94K), AE Wealth Management LLC ($23.57K), Signal Advisors Wealth LLC ($22.43K), Continuum Advisory LLC ($19.58K), Selective Wealth Management Inc. ($5.56K), and Townsquare Capital LLC ($5.19K). How much institutional selling is happening at Cabana Target Leading Sector Moderate ETF? Institutional investors have sold a total of 2,776,438 shares in the last 24 months. This volume of shares sold represents approximately $58.02M in transactions. Related Companies LEXI Major Shareholders TDSC Major Shareholders TDSB Major Shareholders FCEF Major Shareholders ALTY Major Shareholders ASET Major Shareholders COMT Major Shareholders This page (NASDAQ:CLSM) was last updated on 7/24/2025 by MarketBeat.com Staff From Our PartnersElon’s BIGGEST warning yet?Tesla's About to Prove Everyone Wrong... 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