Who Owns CLSM?
ETC Cabana Target Leading Sector Moderate ETF — Institutional Ownership & 13F Holdings
$25.50
+0.20 (+0.79%)
Market Cap
$96.4M
Shares Outstanding
3,492,375
Institutional Holders
13
Total Inst. Value
$45.3M
% of Float Held
—
QoQ Holder Change
-1
Institutional data as of Q1 2025
New Positions
2
Closed Positions
3
Increased
2
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | GeoWealth Management, LLC | $41.7M | 1,997,817 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 52,765 |
| 3 | GTS SECURITIES LLC | $891K | 42,717 |
| 4 | Mutual Advisors, LLC | $443K | 22,210 |
| 5 | Signal Advisors Wealth, LLC | $363K | 17,380 |
| 6 | MARIPAU WEALTH MANAGEMENT LLC | $303K | 14,546 |
| 7 | AE Wealth Management LLC | $219K | 10,500 |
| 8 | Continuum Advisory, LLC | $143K | 6,895 |
| 9 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $81K | 3,902,361 |
| 10 | HARBOUR INVESTMENTS, INC. | $26K | 1,264 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GTS SECURITIES LLC | +1K | $891K |
| Mutual Advisors, LLC | +364 | $443K |
| AdvisorNet Financial, IncNew | +515 | $11K |
| Geneos Wealth Management Inc.New | +180 | $4K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | -377K | $81K |
| GeoWealth Management, LLC | -125K | $41.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -52K | $1.1M |
| Continuum Advisory, LLC | -5K | $143K |
| AE Wealth Management LLC | -770 | $219K |
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Frequently Asked Questions
How many institutional investors hold CLSM?
As of Q1 2025, 13 institutional investors report holding CLSM (ETC Cabana Target Leading Sector Moderate ETF) in their 13F filings.
Which hedge fund owns the most CLSM?
The largest institutional holder of CLSM is GeoWealth Management, LLC with $41.7M in shares.
Are institutions buying or selling CLSM?
This quarter, 2 institutions opened new positions in CLSM and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.