Who Owns TDSB?
ETC Cabana Target Beta ETF — Institutional Ownership & 13F Holdings
$24.76
+0.00 (+0.00%)
Market Cap
$52.5M
Shares Outstanding
2,012,874
Institutional Holders
9
Total Inst. Value
$21.2M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
New Positions
3
Closed Positions
5
Increased
3
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | GeoWealth Management, LLC | $19.5M | 875,978 |
| 2 | AE Wealth Management LLC | $476K | 21,406 |
| 3 | Signal Advisors Wealth, LLC | $463K | 20,813 |
| 4 | CITADEL ADVISORS LLCNew | $342K | 15,379 |
| 5 | Continuum Advisory, LLC | $303K | 13,631 |
| 6 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $52K | 2,347,417 |
| 7 | Geneos Wealth Management Inc.New | $34K | 1,510 |
| 8 | UBS Group AG | $11K | 479 |
| 9 | AdvisorNet Financial, IncNew | $6K | 277 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AE Wealth Management LLC | +735 | $476K |
| Signal Advisors Wealth, LLC | +20 | $463K |
| CITADEL ADVISORS LLCNew | +15K | $342K |
| Geneos Wealth Management Inc.New | +2K | $34K |
| UBS Group AG | +251 | $11K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | -231K | $52K |
| GeoWealth Management, LLC | -52K | $19.5M |
| Continuum Advisory, LLC | -5K | $303K |
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Frequently Asked Questions
How many institutional investors hold TDSB?
As of Q1 2025, 9 institutional investors report holding TDSB (ETC Cabana Target Beta ETF) in their 13F filings.
Which hedge fund owns the most TDSB?
The largest institutional holder of TDSB is GeoWealth Management, LLC with $19.5M in shares.
Are institutions buying or selling TDSB?
This quarter, 3 institutions opened new positions in TDSB and 5 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.