18 institutions reported holding $76.1M of EXCHANGE LISTED FDS TR (CLSM) in SEC 13F filings for 2026-03-31. Largest institutional holders: Foundations Investment Advisors, LLC ($54.6M), Corient Private Wealth LLC ($12.8M), GeoWealth Management, LLC ($3.3M), Signal Advisors Wealth, LLC ($1.8M), GTS SECURITIES LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | $54.6M | 2.4M | Trimmed |
| 2 | Corient Private Wealth LLC | $12.8M | 550,618 | Trimmed |
| 3 | GeoWealth Management, LLC | $3.3M | 143,454 | Trimmed |
| 4 | Signal Advisors Wealth, LLC | $1.8M | 75,406 | New |
| 5 | GTS SECURITIES LLC | $1.2M | 53,172 | Trimmed |
| 6 | Aegis Wealth Management, Inc. | $713,323 | 30,700 | Trimmed |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $525,899 | 22,634 | New |
| 8 | Mutual Advisors, LLC | $375,337 | 16,154 | Added |
| 9 | Triad Wealth Partners, LLC | $362,145 | 15,586 | Trimmed |
| 10 | AE Wealth Management LLC | $136,296 | 5,866 | Trimmed |
| 11 | ASSETMARK, INC | $131,138 | 5,644 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $54,030 | 2,326 | Trimmed |
| 13 | HARBOUR INVESTMENTS, INC. | $49,002 | 2,108 | Trimmed |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5,390 | 232 | Hold |
| 15 | Beacon Capital Management, Inc. | $17 | 1 | Hold |
| 16 | UBS Group AG | $0 | 0 | Exited |
| 17 | AVAII WEALTH MANAGEMENT, LLC | $0 | 0 | Exited |
| 18 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31