Who Owns ETC Cabana Target Leading Sector Moderate ETF (CLSM)?Hedge Fund & Institutional Holders

$23.27-0.09 (-0.40%)Financial ServicesNASDAQ

Institutional Holders

18

as of Q4 2025

Total Institutional Value

$8.000000564000365e+54T

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$18.36$19.90$21.44$22.98$24.51Sep 24Jun 25Mar 26

CLSM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Triad Wealth Partners, LLCNew Position+24K+$564.0M
Mutual Advisors, LLCNew Position+16K+$365.0M
AVAII WEALTH MANAGEMENT, LLCNew Position+11K+$254.0M
ASSETMARK, INCNew Position+6K+$133.0M
UBS Group AGNew Position+719+$16.0M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COIncreased+274K+$12.3M
Corient Private Wealth LLCIncreased+384K+$9.0M
GTS SECURITIES LLCNew Position+55K+$1.0M
Aegis Wealth Management, Inc.New Position+31K+$727K
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+2.6M+$60K
Beacon Capital Management, Inc.New Position+1+$0
OSAIC HOLDINGS, INC.New Position+2K+$0
AE Wealth Management LLCNew Position+11K+$0
HARBOUR INVESTMENTS, INC.Increased+7+$-48.3M

CLSM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GeoWealth Management, LLCDecreased-315K-$7.6B
CITADEL ADVISORS LLCDecreased-2K-$530.4M
Signal Advisors Wealth, LLCClosed Position-16K-$376.6M
AdvisorNet Financial, IncClosed Position-223-$5.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1GeoWealth Management, LLC364,026$8.0B0.29%Share
2Triad Wealth Partners, LLC24,272$564.0M0.05%Share
3Mutual Advisors, LLC15,709$365.0M0.01%Share
4AVAII WEALTH MANAGEMENT, LLC10,932$254.0M0.09%Share
5ASSETMARK, INC5,739$133.0M0.27%Share
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO273,986$17.6M0.01%Share
7UBS Group AG719$16.0M0.00%Share
8Corient Private Wealth LLC636,358$14.8M0.02%Share
9GTS SECURITIES LLC54,912$1.0M0.03%Share
10Aegis Wealth Management, Inc.30,263$703K0.55%Share
11FOUNDATIONS INVESTMENT ADVISORS, LLC2,427,761$56K0.00%Share
12HARBOUR INVESTMENTS, INC.2,109$49K0.00%Share
13Aegis Wealth Management, Inc.1,034$24K0.02%Share
14FOUNDATIONS INVESTMENT ADVISORS, LLC175,683$4K0.00%Share
15OSAIC HOLDINGS, INC.2,454$00.00%Share
16AE Wealth Management LLC10,673$00.00%Share
17CITADEL ADVISORS LLC21,379$00.00%Share
18Beacon Capital Management, Inc.1$00.00%Share

CLSM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202516$9.4B+9
Q3 20257$16.6B-7
Q2 202514$78.6B+1
Q1 202513$126.4B-1
Q4 202414$48.1B-4
Q3 202418$3.4T+1
Q2 202417$942.9B+3
Q1 202414$966.0T—

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As of Q4 2025, 18 institutional investors hold CLSM (ETC Cabana Target Leading Sector Moderate ETF). The largest holder is GeoWealth Management, LLC with $8.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own CLSM?

As of Q4 2025, 18 institutional investors report holding CLSM (ETC Cabana Target Leading Sector Moderate ETF) in their 13F filings.

Who is the largest institutional holder of CLSM?

The largest institutional holder of CLSM is GeoWealth Management, LLC with $8.0B in shares.

Is institutional ownership of CLSM increasing or decreasing?

This quarter, 11 institutions opened new positions in CLSM and 2 closed their positions.