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 19 institutions that hold shares in the stock, with a total of 5.6 Million shares, which have been reported (via 13F filing form) to have a value of $137 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,657,365
shares
|
$89.3 Million
1.51% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,438,850
shares
|
$35.2 Million
1.45% of portfolio
|
Q2 2025
Reduced 27.37%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
229,102
shares
|
$5.6 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
50,506
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
43,591
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2025
Added 36.06%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
32,728
shares
|
$799,545
9.64% of portfolio
|
Q4 2023
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
31,656
shares
|
$773,356
0.44% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
29,974
shares
|
$732,264
0.01% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
25,212
shares
|
$615,929
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
18,432
shares
|
$450,293
0.01% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,836
shares
|
$338,013
0.0% of portfolio
|
Q2 2025
Reduced 43.98%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
11,989
shares
|
$292,891
0.04% of portfolio
|
Q2 2025
Reduced 32.0%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
9,657
shares
|
$235,920
0.12% of portfolio
|
Q1 2024
Reduced 8.6%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,969
shares
|
$48,102
0.0% of portfolio
|
Q2 2025
Added 259.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
923
shares
|
$22,548
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
782
shares
|
$19,104
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
440
shares
|
$10,749
0.0% of portfolio
|
Q2 2025
Reduced 62.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
267
shares
|
$6,522
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
|