Institutional Ownership
Exchange Listed Fds Tr
CUSIP 30151E723ETC CABANA TARGTTDSBQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
79.1%
Max % of class reported
Institutional Holders
14
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Nov 3, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 3, 2025 | Foundations Investment Advisors, LLC | 13G/A | 66.4% | 1.81M | SEC |
| 2 | Jul 28, 2025 | Foundations Investment Advisors, LLC | 13G/A | 64.0% | 2.08M | SEC |
| 3 | Dec 5, 2024 | Foundations Investment Advisors, LLC | 13G/A | 67.9% | 2.67M | SEC |
| 4 | Oct 6, 2023 | Foundations Investment Advisors, LLC | 13G/A | 74.1% | 3.54M | SEC |
| 5 | Jan 26, 2023 | Foundations Investment Advisors, LLC | 13G | 79.1% | 6.39M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 1.37M | $33.39M |
| 2 | Corient Private Wealth LLC | 167.5K | $4.08M |
| 3 | Gts Securities LLC | 42.6K | $1.04M |
| 4 | Signal Advisors Wealth, LLC | 35.2K | $856.1K |
| 5 | Geowealth Management, LLC | 31.1K | $755.8K |
| 6 | Ae Wealth Management LLC | 18.2K | $443.0K |
| 7 | Aegis Wealth Management, Inc. | 16.9K | $411.3K |
| 8 | Susquehanna International Group, LLP | 16.9K | $410.1K |
| 9 | Ubs Group AG | 1.2K | $29.9K |
| 10 | Morgan Stanley | 850 | $20.7K |