Exchange Listed Fds Tr (CLSM) institutional ownership
EXCHANGE LISTED FDS TR · 13F, 2026Q2
| Managers holding | 15 |
|---|---|
| Shares held | 2,598,837 |
| Reported value | $71.6m |
| Quarter flows | 2 new, 6 added, 4 trimmed, 2 exited |
Top 15 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Foundations Investment Advisors, LLC | 2,211,857 | $60.9m | 0.6% |
| GeoWealth Management, LLC | 142,393 | $3.9m | 0.1% |
| Signal Advisors Wealth, LLC | 98,097 | $2.7m | 0.1% |
| AE Wealth Management LLC | 35,216 | $970,228 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,877 | $905,798 | 0.0% |
| Aegis Wealth Management, Inc. | 29,959 | $825,416 | 0.5% |
| Mutual Advisors, LLC | 16,279 | $448,504 | 0.0% |
| Triad Wealth Partners, LLC | 15,051 | $401,350 | 0.0% |
| ASSETMARK, INC | 5,645 | $155,520 | 0.0% |
| Continuum Advisory, LLC | 5,050 | $139,133 | 0.0% |
| OSAIC HOLDINGS, INC. | 2,326 | $64,079 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 2,109 | $58,105 | 0.0% |
| JPMORGAN CHASE & CO | 1,745 | $47,554 | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 232 | $6,392 | 0.0% |
| Beacon Capital Management, Inc. | 1 | $20 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("CLSM"). CLSM price history · All 13F data