Institutional Ownership
Exchange Listed Fds Tr
CUSIP 30151E715ETC CABANA TARGTTDSCQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
77.2%
Max % of class reported
Institutional Holders
18
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Jul 28, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jul 28, 2025 | Foundations Investment Advisors, LLC | 13G/A | 60.6% | 3.69M | SEC |
| 2 | Apr 29, 2025 | Foundations Investment Advisors, LLC | 13G/A | 59.3% | 4.15M | SEC |
| 3 | Dec 6, 2024 | Foundations Investment Advisors, LLC | 13G/A | 61.1% | 4.73M | SEC |
| 4 | Jul 11, 2023 | Foundations Investment Advisors, LLC | 13G/A | 70.7% | 12.49M | SEC |
| 5 | Jan 26, 2023 | Foundations Investment Advisors, LLC | 13G | 77.2% | 22.12M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 2.51M | $65.15M |
| 2 | Corient Private Wealth LLC | 464.8K | $12.09M |
| 3 | Geowealth Management, LLC | 63.9K | $1.66M |
| 4 | Signal Advisors Wealth, LLC | 62.2K | $1.62M |
| 5 | Aegis Wealth Management, Inc. | 31.5K | $819.7K |
| 6 | Susquehanna International Group, LLP | 28.1K | $731.2K |
| 7 | Gts Securities LLC | 26.0K | $675.1K |
| 8 | Ae Wealth Management LLC | 21.1K | $547.6K |
| 9 | Triad Wealth Partners, LLC | 16.1K | $417.7K |
| 10 | Mutual Advisors, LLC | 12.6K | $327.3K |