EXCHANGE LISTED FDS TR

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CLSM·30151E624·US·ETF·Unknown - Unknown-13D/G

CLSM (EXCHANGE LISTED FDS TR) is held by 6 institutional investors as of Q2 2026. Largest holders: AE Wealth Management LLC ($970,228), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($905,798), ASSETMARK, INC ($155,520). Net institutional sentiment: Bullish.

6

Holders

(2 Elite)

$2.1M

Total Value

80% (5)

Consensus

4 buying - 1 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)61

Insider (Form 4)53

Activist (13D/13G)70

Congressional (STOCK Act)43

Holder Quality

86

★★★★★

Elite

56

★★★★

Strong

14

★★★

Solid

52

★★

Below

25

★

Weak

Held by 6 funds

2 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists Jul 28, 2025 · Congress none

ActivistFIFOUNDATIONS INVESTMENT ADVISORS, LLC61.3%Jul 28, 2025

View all activist filings

Top Holders

Top Holders (6)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Increased	35,216(+500.3%)	$970,228	0.0%	+16.34%	40
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	32,877(+45.3%)	$905,798	0.0%	+10.47%	34
ASSETMARK, INC	Increased	5,645(+0.0%)	$155,520	0.0%	+17.28%	22
OSAIC HOLDINGS, INC.	Unchanged	2,326	$64,079	0.0%	+17.29%	0
JPMORGAN CHASE & CO	New	1,745	$47,554	0.0%	-0.30%	31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	232	$6,392	0.0%	+932.66%	0
Corient Private Wealth LP	Exited	0(-100.0%)	$12.8M	0.0%	+42.63%	0

CLSMEXCHANGE LISTED FDS TR

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer