Who owns ETC Cabana Target Leading Sector Moderate ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CLSM from SEC Form 13F filings across 15 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 15 institutions disclosed 2.6M shares of ETC Cabana Target Leading Sector Moderate ETF worth $71.6M — about 72.6% of shares outstanding; the largest disclosed holder is Foundations Investment Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
15
13F holders
$71.6M
value, 2026 filers
72.6%
of shares outstanding (2.6M sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CLSM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 2.2M | $60.9M | 0.6% | 61.8% | -5.9% |
| 2 | GeoWealth Management, LLC | 142,393 | $3.9M | 0.1% | 4% | -0.7% |
| 3 | Signal Advisors Wealth, LLC | 98,097 | $2.7M | 0.1% | 2.7% | +30.1% |
| 4 | AE Wealth Management LLC | 35,216 | $970,228 | 0.0% | 1% | +500.3% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,877 | $905,798 | 0.0% | 0.9% | +45.3% |
| 6 | Aegis Wealth Management, Inc. | 29,959 | $825,416 | 0.5% | 0.8% | -2.4% |
| 7 | Mutual Advisors, LLC | 16,279 | $448,504 | 0.0% | 0.5% | +0.8% |
| 8 | Triad Wealth Partners, LLC | 15,051 | $401,350 | 0.0% | 0.4% | -3.4% |
| 9 | ASSETMARK, INC | 5,645 | $155,520 | 0.0% | 0.2% | 0.0% |
| 10 | Continuum Advisory, LLCNEW | 5,050 | $139,133 | 0.0% | 0.1% | new |
| 11 | OSAIC HOLDINGS, INC. | 2,326 | $64,079 | 0.0% | 0.1% | 0.0% |
| 12 | HARBOUR INVESTMENTS, INC. | 2,109 | $58,105 | 0.0% | 0.1% | 0.0% |
| 13 | JPMORGAN CHASE & CONEW | 1,745 | $47,554 | 0.0% | 0% | new |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 232 | $6,392 | 0.0% | 0% | 0.0% |
| 15 | Beacon Capital Management, Inc.NEW | 1 | $20 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.