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Institutional Holders of CLSM
HolderAmountPosition Size
($ in 1000's)
 As of
Foundations Investment Advisors LLC7,533,396$151,993 12/31/2023
     CLSM7,533,396$151,993 12/31/2023
GeoWealth Management LLC969,050$19,747 12/31/2023
     CLSM969,050$19,747 12/31/2023
AE Wealth Management LLC261,089$5,185 12/31/2023
     CLSM261,089$5,185 12/31/2023
Signal Advisors Wealth LLC111,430$2,284 03/31/2024
     CLSM111,430$2,284 03/31/2024
GTS Securities LLC26,120$532 12/31/2023
     CLSM26,120$532 12/31/2023
Mutual Advisors LLC23,328$475 12/31/2023
     CLSM23,328$475 12/31/2023
Citadel Advisors LLC21,465$437 12/31/2023
     CLSM21,465$437 12/31/2023
Continuum Advisory LLC20,163$411 12/31/2023
     CLSM20,163$411 12/31/2023
Susquehanna International Group LLP17,795$363 12/31/2023
     CLSM17,795$363 12/31/2023
Selective Wealth Management Inc.17,993$362 03/31/2024
     CLSM17,993$362 03/31/2024
Coppell Advisory Solutions LLC15,288$312 12/31/2023
     CLSM15,288$312 12/31/2023
Thrivent Financial for Lutherans9,983$203 12/31/2023
     CLSM9,983$203 12/31/2023
Tower Research Capital LLC TRC 1,861$38 12/31/2023
     CLSM1,861$38 12/31/2023
UBS Group AG1,066$22 12/31/2023
     CLSM1,066$22 12/31/2023
Advisor Group Holdings Inc.258$5 12/31/2023
     CLSM258$5 12/31/2023

See All: Funds Holding CLSM
See Details: Top 10 Hedge Funds Holding CLSM
Also See: CLSM Holdings Changes

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