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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
   Foundations Investment Advisors LLC 2 - 2023-12-31 7,654,623 $178,928,000 -2,371,259
   GeoWealth Management LLC 1 - 2023-12-31 2,642,164 $61,510,000 33,706
   AE Wealth Management LLC 554 - 2023-12-31 240,419 $5,575,000 -25,521
   Signal Advisors Wealth LLC 52 *New 2024-03-31 88,408 $2,145,000 88,408
   Mutual Advisors LLC 363 - 2023-12-31 58,033 $1,351,000 -6,193
   Continuum Advisory LLC 143 - 2023-12-31 55,534 $1,293,000 -14,925
   TOWNSQUARE CAPITAL LLC 605 - 2023-12-31 42,030 $978,000 -35,477
   Coppell Advisory Solutions LLC 114 - 2023-12-31 40,415 $941,000 40,411
   THRIVENT FINANCIAL FOR LUTHERANS 2050 *New 2023-12-31 27,131 $632,000 27,131
   GOLDMAN SACHS GROUP INC/ 3918 - 2023-12-31 18,226 $424,000 18,226
   GTS SECURITIES LLC 984 - 2023-12-31 17,404 $405,000 -68,746
   LPL FINANCIAL CORP 3774 - 2023-12-31 17,182 $400,000 -500
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4196 - 2023-12-31 15,500 $361,000 -40,362
   DAVIS R M INC 215 *New 2023-12-31 14,653 $341,000 14,653
   CITADEL ADVISORS LLC 4191 - 2023-12-31 11,273 $262,000 11,273
   Tactive Advisors LLC 76 *New 2023-12-31 10,566 $246,000 10,566
   TOWER RESEARCH CAPITAL LLC 3413 - 2023-12-31 1,308 $30,000 1,124
   UBS Group AG 5534 - 2023-12-31 1,294 $30,000 1,157
   Qube Research & Technologies Ltd 3312 - 2023-12-31 177 $4,000 0
   FLOW TRADERS U.S. LLC 787 *Closed 2023-12-31 0 $0 -20,841
   Coppell Advisory Solutions Corp. 523 *Closed 2023-03-31 0 $0 -4
   JANE STREET GROUP LLC 5465 *Closed 2023-12-31 0 $0 -11,755
   PROEQUITIES INC. 5720 - 2023-12-31 0 $0 0
   J P MORGAN CHASE & CO 6064 *Closed 2023-12-31 0 $0 -2,801
   MORGAN STANLEY 7765 - 2023-12-31 1 $0 -1,665
  25 Records found
  1    
  Page 1 of 1
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