17 institutions reported holding $41.5M of ETC CABANA TARGET BETA ETF (TDSB) in SEC 13F filings for 2026-03-31. Largest institutional holders: Foundations Investment Advisors, LLC ($33.4M), Corient Private Wealth LLC ($4.1M), GTS SECURITIES LLC ($1.0M), Signal Advisors Wealth, LLC ($856,089), GeoWealth Management, LLC ($755,779). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | $33.4M | 1.4M | Trimmed |
| 2 | Corient Private Wealth LLC | $4.1M | 167,545 | Trimmed |
| 3 | GTS SECURITIES LLC | $1.0M | 42,558 | Added |
| 4 | Signal Advisors Wealth, LLC | $856,089 | 35,188 | Added |
| 5 | GeoWealth Management, LLC | $755,779 | 31,065 | Trimmed |
| 6 | AE Wealth Management LLC | $442,958 | 18,207 | Trimmed |
| 7 | Aegis Wealth Management, Inc. | $411,334 | 16,907 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $410,138 | 16,858 | Added |
| 9 | UBS Group AG | $29,900 | 1,229 | Added |
| 10 | MORGAN STANLEY | $20,680 | 850 | New |
| 11 | Geneos Wealth Management Inc. | $18,368 | 755 | Hold |
| 12 | HARBOUR INVESTMENTS, INC. | $10,997 | 452 | Hold |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2,968 | 122 | Hold |
| 14 | ASSETMARK, INC | $608 | 25 | Trimmed |
| 15 | Triad Wealth Partners, LLC | $0 | 0 | Exited |
| 16 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 17 | BSW Wealth Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31