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 12 institutions that hold shares in the stock, with a total of 2.3 Million shares, which have been reported (via 13F filing form) to have a value of $54.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,807,958
shares
|
$43.2 Million
0.67% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
291,149
shares
|
$6.95 Million
0.26% of portfolio
|
Q3 2025
Reduced 50.97%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
119,100
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.64%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
20,612
shares
|
$492,008
0.0% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
19,993
shares
|
$477,232
0.04% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
19,443
shares
|
$464,104
0.0% of portfolio
|
Q3 2025
Added 82.82%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
13,810
shares
|
$329,644
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,903
shares
|
$45,424
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
755
shares
|
$18,021
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
452
shares
|
$10,789
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
122
shares
|
$2,912
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
|