Exchange Listed Funds Trust ETF (CLSM): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of CLSM (all 13F filers)
- Foundations Investment Advisors2.2 MType not verified−139 K
- GeoWealth Management142 KType not verified−1,061
- Signal Advisors Wealth98 KWealth adviser+23 K
- AE Wealth Management35 KWealth adviser+29 K
- Susquehanna International Group, LLP33 KBank or trading desk+10 K
- Aegis Wealth Management30 KWealth adviser−741
- Mutual Advisors16 KType not verified+125
- Triad Wealth Partners15 KWealth adviser−535
- Assetmark5,645Wealth adviser+1
- Continuum Advisory5,050Type not verified+5,050
- Shares
- 2.2 M
- Change
- −139 K
See more
- Type
- Type not verified
- Value
- $60.9M
- Shares
- 142 K
- Change
- −1,061
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- Type
- Type not verified
- Value
- $3.9M
- Shares
- 98 K
- Change
- +23 K
See more
- Type
- Wealth adviser
- Value
- $2.7M
- Shares
- 35 K
- Change
- +29 K
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- Type
- Wealth adviser
- Value
- $970K
- Shares
- 33 K
- Change
- +10 K
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- Type
- Bank or trading desk
- Value
- $906K
- Aegis Wealth Management
- Shares
- 30 K
- Change
- −741
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- Type
- Wealth adviser
- Value
- $825K
- Shares
- 16 K
- Change
- +125
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- Type
- Type not verified
- Value
- $449K
- Shares
- 15 K
- Change
- −535
See more
- Type
- Wealth adviser
- Value
- $401K
- Shares
- 5,645
- Change
- +1
See more
- Type
- Wealth adviser
- Value
- $156K
- Shares
- 5,050
- Change
- +5,050
See more
- Type
- Type not verified
- Value
- $139K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Foundations Investment Advisors61.3%13G · amendmentfiling ↗Event: Jun 30, 2025 · filed: Jul 28, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗