Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Exchange Listed Fds Tr (CLSM)

15 + Investors. Track Smart Money conviction in CLSM. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — CLSM

Based on 15 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CLSM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 79% of 3.0Y peak

79% of all-time peak
15 funds currently hold this stock — 79% of the 3.0-year high of 19 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
1 fewer hedge funds hold CLSM compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 60% buying

9 buying6 selling
Last quarter: 9 funds were net buyers (3 opened a brand new position + 6 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 5 → 2 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 33% medium 7% new
9 out of 15 hedge funds have held CLSM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

5 → 2 → 5 → 2 → 3 new funds/Q
New funds entering each quarter: 2 → 5 → 2 → 3. CLSM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 73% veterans vs 13% newcomers

73% veterans 13% 1-2yr 13% new
Entry-cohort mix of 15 holders: 11 (73%) are 2+ year veterans, 2 entered 1–2 years ago, and 2 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
2 of 15 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CLSM

In 2026 Q2, 9 hedge funds were net buyers of CLSM (3 opened a new position, 6 added to an existing one), while 6 reduced or exited (4 trimmed, 2 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 15.

Hedge Fund Ownership: CLSM

How many hedge funds hold CLSM — quarterly history vs. share price
Quarterly hedge fund ownership of CLSM vs. share price

Market Analysis: CLSM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CLSM

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: CLSM
15 + Investors

Track Smart Money conviction in CLSM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 15 14 7.14%
13F Shares 3M 3M -20.64%
Total Value $72M $76M -5.92%
New Positions 3 2 +1
Increased Positions 6 1 +5
Closed Positions 2 4 -2
Reduced Positions 4 11 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CLSM

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Institutional Holders (2026 Q2)

15 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CLSM. Verified SEC 13F-HR filings.

QUARTER:
Top 15 CLSM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Foundations Investment Advisors, LLC 0.63% 2,211,857 $60.9M
2 Aegis Wealth Management, Inc. 0.53% 29,959 $825K
3 Signal Advisors Wealth, LLC 0.14% 98,097 $2.7M
4 GeoWealth Management, LLC 0.12% 142,393 $3.9M
5 Triad Wealth Partners, LLC 0.02% 15,051 $401K
6 Continuum Advisory, LLC 0.01% 5,050 $139K
7 Mutual Advisors, LLC 0.01% 16,279 $449K
8 AE Wealth Management LLC 0.00% 35,216 $970K
9 Harbour Investments, INC. 0.00% 2,109 $58K
10 Assetmark, Inc 0.00% 5,645 $156K
11 Osaic Holdings, INC. 0.00% 2,326 $64K
12 Susquehanna International Group, LLP 0.00% 32,877 $906K
13 Northwestern Mutual Wealth Management Co 0.00% 232 $6K
14 Jpmorgan Chase & Co 0.00% 1,745 $48K
15 Beacon Capital Management, Inc. 0.00% 1
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Exchange Listed Fds Tr (CLSM)

What does the Smart Money Trend signal show for CLSM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CLSM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CLSM?

More buyers than sellers — 60% buying: Last quarter: 9 funds were net buyers (3 opened a brand new position + 6 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CLSM holders?

Smaller funds dominant — 0% AUM from top-100: 2 of 15 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CLSM?

60% of holders stayed for 2+ years: 9 out of 15 hedge funds have held CLSM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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