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LeaderShares Activist Leaders ETF

26 hedge funds and large institutions have $77.2M invested in LeaderShares Activist Leaders ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
12
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$22.9M +$984K +31,155 +4%
FD
2
Financial Designs
California
$13.9M -$469K -14,833 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.5M +$731K +23,153 +6%
LPL Financial
4
LPL Financial
California
$9.15M +$843K +26,692 +10%
Mariner
5
Mariner
Kansas
$3.49M +$124K +3,922 +4%
AAS
6
Avantax Advisory Services
Texas
$2.91M -$262K -8,310 -8%
PIA
7
Perennial Investment Advisors
California
$2.42M -$38.2K -1,210 -2%
PAG
8
Private Advisor Group
New Jersey
$1.7M +$94.1K +2,978 +6%
AWS
9
Atria Wealth Solutions
New York
$1.6M +$15.5K +490 +1%
GIA
10
Gladstone Institutional Advisory
Florida
$860K +$27.5K +871 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$794K +$25.8K +816 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$730K +$143K +4,540 +24%
IWM
13
IHT Wealth Management
Illinois
$407K +$33.8K +1,069 +9%
GLA
14
Good Life Advisors
Pennsylvania
$394K -$6.1K -193 -2%
SS
15
Simplicity Solutions
Minnesota
$376K -$12.5K -395 -3%
BFG
16
Bleakley Financial Group
New Jersey
$376K -$12.5K -395 -3%
CAS
17
Coppell Advisory Solutions
Texas
$336K -$65K -2,064 -16%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$331K +$331K +10,470 New
APW
19
Aurora Private Wealth
New Jersey
$206K +$206K +6,522 New
SG
20
StoneX Group
New York
$203K +$203K +6,442 New
Osaic Holdings
21
Osaic Holdings
Arizona
$189K +$4.36K +138 +2%
HI
22
Harbour Investments
Wisconsin
$168K +$9.86K +312 +6%
GRP
23
Global Retirement Partners
California
$121K -$1.42K -45 -1%
UBS Group
24
UBS Group
Switzerland
$37.1K +$37.1K +1,175 New
Wells Fargo
25
Wells Fargo
California
$10.1K