Who owns CLSM?
ETC Cabana Target Leading Sector Moderate ETF · ETC
15 institutions reported holding CLSM, worth $71.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CLSM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Foundations Investment Advisors, LLC | Phoenix, AZ | $60.9M | 2,211,857 | −138,975 shares |
| GeoWealth Management, LLC | Chicago, IL | $3.9M | 142,393 | −1,061 shares |
| Signal Advisors Wealth, LLC | Detroit, MI | $2.7M | 98,097 | +22,691 shares |
| AE Wealth Management LLC | Topeka, KS | $970K | 35,216 | +29,350 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $906K | 32,877 | +10,243 shares |
| Aegis Wealth Management, Inc. | Guthrie Center, IA | $825K | 29,959 | −741 shares |
| Mutual Advisors, LLC | Omaha, NE | $449K | 16,279 | +125 shares |
| Triad Wealth Partners, LLC | Lawrence, KS | $401K | 15,051 | −535 shares |
| Assetmark, Inc. | Concord, CA | $156K | 5,645 | +1 shares |
| Continuum Advisory, LLC | Eagle, ID | $139K | 5,050 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CLSM?
15 institutional managers reported holding CLSM in Form 13F filings for June 30, 2026, worth $71.6M in total. The largest reported position was held by Foundations Investment Advisors, LLC, at $60.9M.
Did institutions buy or sell CLSM last quarter?
Reported 13F value fell 5.9% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CLSM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.