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 18 institutions that hold shares in the stock, with a total of 6.41 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,146,493
shares
|
$96.6 Million
2.02% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,981,165
shares
|
$46.1 Million
2.11% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
50,544
shares
|
$1.18 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
32,728
shares
|
$762,235
9.64% of portfolio
|
Q4 2023
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
32,038
shares
|
$746,165
0.03% of portfolio
|
Q1 2025
Reduced 21.26%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
31,674
shares
|
$737,687
0.01% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
31,487
shares
|
$733,332
0.5% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,697
shares
|
$575,193
0.0% of portfolio
|
Q1 2025
Added 25.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
18,004
shares
|
$419,313
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
17,630
shares
|
$410,602
0.06% of portfolio
|
Q1 2025
Reduced 30.93%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
10,831
shares
|
$252,253
0.0% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
9,657
shares
|
$224,911
0.12% of portfolio
|
Q1 2024
Reduced 8.6%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
9,114
shares
|
$212,265
0.07% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,095
shares
|
$211,822
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
1,564
shares
|
$36,425
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,181
shares
|
$27,505
0.0% of portfolio
|
Q1 2025
Added 274.92%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
547
shares
|
$12,739
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
|