Institutional Ownership Exchange Listed Fds Tr Cabana (TDSC)
This table provides information about the institutional ownership of Exchange Listed Fds Tr Cabana (TDSC). We have compiled data on the 20 institutions that hold shares in the stock, with a total of 4.33 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,195,426
shares
|
$80.4 Million
1.29% of portfolio
|
Q3 2025
Reduced 12.63%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
643,680
shares
|
$16.2 Million
0.63% of portfolio
|
Q3 2025
Reduced 55.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
250,924
shares
|
$6.31 Million
0.01% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
50,126
shares
|
$1.26 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
37,708
shares
|
$948,356
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
32,728
shares
|
$823,109
9.64% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
27,677
shares
|
$696,076
0.01% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
23,760
shares
|
$597,564
0.02% of portfolio
|
Q3 2025
Reduced 45.49%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
19,431
shares
|
$488,689
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
11,715
shares
|
$294,632
0.01% of portfolio
|
Q3 2025
Reduced 36.44%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
10,984
shares
|
$276,247
0.03% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,587
shares
|
$241,113
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
8,853
shares
|
$222,652
0.0% of portfolio
|
Q3 2025
Reduced 36.01%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,983
shares
|
$49,872
0.0% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
929
shares
|
$23,364
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
782
shares
|
$19,667
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
267
shares
|
$6,715
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
200
shares
|
$5,030
0.0% of portfolio
|
Q3 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
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|