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Get Institutions for : 
Cabana Target Drawdown 10 Etf (TDSC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    1
Total shares held : 
 10,867,933  
% of shares held : 
 12.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 -2,463,562  
% of shares held change : 
   -2.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 52,350
 0.48%
 
Increased Positions :
6
 105,897
 0.97%
 
Unchanged Positions :
2
 177
 0%
 
Decreased Positions :
9
-2,564,648
-23.6%
 
Closed Positions :
4
-57,161
-0.53%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FIAT WEALTH MANAGEMENT LLC 4 - 2023-12-31 32,728 $761,905,000 0
   Foundations Investment Advisors LLC 1 - 2024-03-31 6,871,027 $166,691,000 -783,596
   GeoWealth Management LLC 8 - 2024-03-31 2,552,929 $61,934,000 -89,235
   AE Wealth Management LLC 459 - 2024-03-31 94,382 $2,290,000 -146,037
   Signal Advisors Wealth LLC 52 *New 2024-03-31 88,408 $2,145,000 88,408
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1990 - 2024-03-31 66,986 $1,625,000 51,486
   Continuum Advisory LLC 128 - 2024-03-31 50,304 $1,209,000 -5,230
   Coppell Advisory Solutions LLC 114 - 2023-12-31 40,415 $941,000 40,411
   TOWNSQUARE CAPITAL LLC 697 - 2024-03-31 34,466 $836,000 -7,564
   MARIPAU WEALTH MANAGEMENT LLC 39 *New 2024-03-31 34,203 $830,000 34,203
   THRIVENT FINANCIAL FOR LUTHERANS 2034 - 2024-03-31 27,131 $658,000 0
   CITADEL ADVISORS LLC 3659 - 2024-03-31 22,223 $539,000 10,950
   Mutual Advisors LLC 769 - 2024-03-31 16,135 $391,000 -41,898
   LPL FINANCIAL CORP 4061 - 2024-03-31 13,090 $318,000 -4,092
   GTS SECURITIES LLC 996 - 2024-03-31 12,259 $297,000 -5,145
   Tactive Advisors LLC 76 *New 2023-12-31 10,566 $246,000 10,566
   TOWER RESEARCH CAPITAL LLC 1813 - 2024-03-31 4,200 $102,000 2,892
   J P MORGAN CHASE & CO 4635 - 2024-03-31 2,452 $59,000 2,452
   UBS Group AG 5662 - 2024-03-31 891 $22,000 -403
   Qube Research & Technologies Ltd 3427 - 2024-03-31 115 $3,000 -62
   PROEQUITIES INC. 3374 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7196 *Closed 2024-03-31 0 $0 -1
   DAVIS R M INC 270 *Closed 2024-03-31 0 $0 -14,653
   GOLDMAN SACHS GROUP INC/ 4847 *Closed 2024-03-31 0 $0 -18,226
  24 Records found
  1    
  Page 1 of 1
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