Cabana Target Leading Sector Moderate ETF (CLSM) Institutional Ownership → The only financial event in 2024 that matters (From Porter & Company) (Ad) Free CLSM Stock Alerts $20.33 +0.27 (+1.35%) (As of 05/31/2024 ET) Add Compare Share Share OwnershipStock AnalysisChartDividendHoldingsOwnershipRatingsTrendsStock AnalysisChartDividendHoldingsOwnershipRatingsTrends 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)$171.74MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$22.28M 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 Paradigm PressDems have chosen Biden replacement?On November 16, 2023… Joe Biden accidentally revealed the name of the candidate… Who will replace him in the 2024 presidential election.See who it is HERE. Cabana Target Leading Sector Moderate ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails4/11/2024 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% 2/13/2024 Tower 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% 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. 10/11/2023 AE 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% 8/10/2023 GeoWealth 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% 7/10/2023 AE Wealth Management LLC199,840$4.05M0.0%+92.8%2.776% 5/12/2023 GeoWealth 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% 4/14/2023 AE Wealth Management LLC103,654$2.09M0.0%+279.3%2.196% 1/31/2023 AE 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% 10/25/2022 AE 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% 8/3/2022 AE 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% 1/20/2022 AE 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% 11/12/2021 OLD Mission Capital LLC29,272$721K0.0%N/A0.284% 11/12/2021 GeoWealth Management LLC1,104,584$27.19M2.2%N/A10.698% 11/10/2021 Orion Portfolio Solutions LLC72,201$1.78M0.1%N/A0.703% 11/1/2021 AE 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, the following institutional investors and hedge funds held shares of Cabana Target Leading Sector Moderate ETF shares: Foundations Investment Advisors LLC ($151.99M), GeoWealth Management LLC ($27.13M), AE Wealth Management LLC ($2.75M), Signal Advisors Wealth LLC ($2.28M), Mutual Advisors LLC ($475K), Selective Wealth Management Inc. ($362K), and Impact Partnership Wealth LLC ($71K).Learn more on CLSM's institutional investors. Which institutional investors have been buying Cabana Target Leading Sector Moderate ETF stock? The following institutional investors have purchased Cabana Target Leading Sector Moderate ETF stock in the last 24 months: Foundations Investment Advisors LLC ($7.54M), GeoWealth Management LLC ($1.15M), AE Wealth Management LLC ($213.16K), Signal Advisors Wealth LLC ($111.43K), Mutual Advisors LLC ($30.43K), Selective Wealth Management Inc. ($28.19K), and Impact Partnership Wealth LLC ($3.52K). How much institutional buying is happening at Cabana Target Leading Sector Moderate ETF? Institutional investors have bought a total of 9,071,358 shares in the last 24 months. This purchase volume represents approximately $184.29M 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 ($2.29M), AE Wealth Management LLC ($73.11K), Selective Wealth Management Inc. ($32.45K), and Mutual Advisors LLC ($7.10K). How much institutional selling is happening at Cabana Target Leading Sector Moderate ETF? Institutional investors have sold a total of 2,398,157 shares in the last 24 months. This volume of shares sold represents approximately $48.84M in transactions. Related Companies: TDSC Major Shareholders CLSA Major Shareholders ALTY Major Shareholders FCEF Major Shareholders CLSC Major Shareholders ASET Major Shareholders COMT Major Shareholders This page (NASDAQ:CLSM) was last updated on 6/2/2024 by MarketBeat.com Staff From Our PartnersWrite this ticker symbol down…StocksToTradeTrump’s Gift Could Unleash $51 Billion in New WealthWealthpin ProBiden Nomination CANCELED?The Freeport SocietyWarren Buffett, Jeff Bezos, Michael Bloomberg, & 48 Members of Congress Are Buying ONE Sector…InvestorPlaceExposed: 10 CENT Crypto to Explode May 20th?True Market InsidersHe Is Giving Away BitcoinCrypto Swap Profits[FREE Ticket] 27 Crypto Experts Reveal Their #1 Picks Crypto 101 MediaBiden replacement revealed?Paradigm Press Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. 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