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 10 institutions that hold shares in the stock, with a total of 3.3 Million shares, which have been reported (via 13F filing form) to have a value of $72.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,347,417
shares
|
$51.8 Million
1.02% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
875,978
shares
|
$19.3 Million
0.84% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
21,406
shares
|
$472,216
0.0% of portfolio
|
Q1 2025
Added 3.56%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
20,813
shares
|
$459,134
0.05% of portfolio
|
Q1 2025
Added 0.1%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
15,379
shares
|
$339,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
13,631
shares
|
$300,699
0.04% of portfolio
|
Q1 2025
Reduced 27.08%
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
755
shares
|
$16,655
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
479
shares
|
$10,566
0.0% of portfolio
|
Q1 2025
Added 110.09%
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
277
shares
|
$6,110
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|