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 11 institutions that hold shares in the stock, with a total of 5.28 Million shares, which have been reported (via 13F filing form) to have a value of $116 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
3,917,622
shares
|
$86.1 Million
2.42% of portfolio
|
Q1 2024
Reduced 9.45%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
1,112,816
shares
|
$24.5 Million
0.99% of portfolio
|
Q1 2024
Closed
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
96,282
shares
|
$2.12 Million
0.42% of portfolio
|
Q4 2023
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
45,779
shares
|
$1.01 Million
0.15% of portfolio
|
Q1 2024
Reduced 49.3%
|
|
Selective Wealth Management, Inc.
|
Apr 11, 2024 Q1 2024 |
35,522
shares
|
$780,773
0.34% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 09, 2024 Q1 2024 |
27,574
shares
|
$606,076
0.15% of portfolio
|
Q1 2024
New holding
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
19,391
shares
|
$426,214
0.01% of portfolio
|
Q1 2024
Reduced 74.39%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
16,246
shares
|
$357,087
0.0% of portfolio
|
Q1 2024
Reduced 7.97%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
10,707
shares
|
$235,339
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
1,890
shares
|
$41,542
0.0% of portfolio
|
Q1 2024
Added 38.97%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|