13F Insight
DOSSIER · 13F Holders · Q1 2026
CLSM

CABANA TARGET LEADING SECTOR MODERATE ETF

17 institutions still hold CABANA TARGET LEADING SECTOR MODERATE ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 30151E624·17 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$77M
visible holders
Holders
17
filers reporting
Concentration
71.22%
FOUNDATIONS INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

17 institutions reported CLSM in Q1 2026. FOUNDATIONS INVESTMENT ADVISORS, LLC leads at 71.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$55M2.4M0.68%Q1 202602
Corient Private Wealth LLC
CIK 0001948780
$13M551K0.02%Q1 202603
GeoWealth Management, LLC
CIK 0001593387
$3M143K0.12%Q1 202604
Signal Advisors Wealth, LLC
CIK 0002010926
$2M75K0.12%Q1 202605
GTS SECURITIES LLC
CIK 0001452765· Market maker
$1M53K0.04%Q1 202606
Aegis Wealth Management, Inc.
CIK 0002096565
$825K30K0.53%Q2 202607
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$526K23K0.00%Q1 202608
CITADEL ADVISORS LLC
CIK 0001423053
$497K21K0.00%Q4 202509
Mutual Advisors, LLC
CIK 0001694080
$375K16K0.01%Q1 202610
Triad Wealth Partners, LLC
CIK 0002012717
$362K16K0.03%Q1 202611
AE Wealth Management LLC
CIK 0001697723
$136K6K0.00%Q1 202612
ASSETMARK, INC
CIK 0001344551
$133K6K0.00%Q4 202513
OSAIC HOLDINGS, INC.
CIK 0001677044
$54K2K0.00%Q1 202614
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$49K2K0.00%Q1 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$5K2320.00%Q1 202616
Beacon Capital Management, Inc.
CIK 0001575301
$1710.00%Q1 202617
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025