CLSM EXCHANGE LISTED FDS TR: institutional ownership and insider trading
15 funds reported holding $71.5M of EXCHANGE LISTED FDS TR in their latest 13F filings; in Q2 2026 funds net sold $18.6M, with 2 new positions and 2 funds selling out.
Largest institutional holders of CLSM
- FOUNDATIONS INVESTMENT ADVISORS, LLC — $60.9M
- GeoWealth Management, LLC — $3.92M
- Signal Advisors Wealth, LLC — $2.62M
- AE Wealth Management LLC — $970K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP — $906K
- Aegis Wealth Management, Inc. — $825K
- Mutual Advisors, LLC — $449K
- Triad Wealth Partners, LLC — $401K
- ASSETMARK, INC — $156K
- Continuum Advisory, LLC — $139K