17 institutions reported holding $71.6M of EXCHANGE LISTED FDS TR (CLSM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Foundations Investment Advisors, LLC ($60.9M), GeoWealth Management, LLC ($3.9M), Signal Advisors Wealth, LLC ($2.7M), AE Wealth Management LLC ($970,228), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($905,798). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | $60.9M | 2.2M | Trimmed |
| 2 | GeoWealth Management, LLC | $3.9M | 142,393 | Trimmed |
| 3 | Signal Advisors Wealth, LLC | $2.7M | 98,097 | Added |
| 4 | AE Wealth Management LLC | $970,228 | 35,216 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $905,798 | 32,877 | Added |
| 6 | Aegis Wealth Management, Inc. | $825,416 | 29,959 | Trimmed |
| 7 | Mutual Advisors, LLC | $448,504 | 16,279 | Added |
| 8 | Triad Wealth Partners, LLC | $401,350 | 15,051 | Trimmed |
| 9 | ASSETMARK, INC | $155,520 | 5,645 | Added |
| 10 | Continuum Advisory, LLC | $139,133 | 5,050 | New |
| 11 | OSAIC HOLDINGS, INC. | $64,079 | 2,326 | Hold |
| 12 | HARBOUR INVESTMENTS, INC. | $58,105 | 2,109 | Added |
| 13 | JPMORGAN CHASE & CO | $47,554 | 1,745 | New |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6,392 | 232 | Hold |
| 15 | Beacon Capital Management, Inc. | $20 | 1 | Hold |
| 16 | Corient Private Wealth LLC | $0 | 0 | Exited |
| 17 | GTS SECURITIES LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30