Institutional Ownership Exchange Listed Fds Tr Cabana (TDSB)
This table provides information about the institutional ownership of Exchange Listed Fds Tr Cabana (TDSB). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 3.12 Million shares, which have been reported (via 13F filing form) to have a value of $70.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,062,721
shares
|
$46.6 Million
0.78% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
593,802
shares
|
$13.4 Million
0.55% of portfolio
|
Q2 2025
Reduced 32.21%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
83,639
shares
|
$1.89 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
24,091
shares
|
$544,215
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
21,186
shares
|
$478,591
0.0% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
20,662
shares
|
$466,754
0.04% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
15,379
shares
|
$347,411
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,892
shares
|
$42,740
0.0% of portfolio
|
Q2 2025
Added 583.03%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
755
shares
|
$17,055
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
479
shares
|
$10,820
0.0% of portfolio
|
Q1 2025
Added 110.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
452
shares
|
$10,210
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
122
shares
|
$2,755
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|