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LeaderShares Activist Leaders ETF

18 hedge funds and large institutions have $23.7M invested in LeaderShares Activist Leaders ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
-9
Holders Change %
-33.33%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
3
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$9.08M -$3.58M -118,003 -28%
RIM
2
Redwood Investment Management
Arizona
$7.5M -$23.7M -779,849 -76%
Mariner
3
Mariner
Kansas
$2.47M +$35.3K +1,164 +1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.09M +$127K +4,188 +13%
FTUS
5
Flow Traders U.S.
New York
$673K +$673K +22,180 New
PAG
6
Private Advisor Group
New Jersey
$602K -$1.38M -45,467 -70%
GIA
7
Gladstone Institutional Advisory
Florida
$503K -$58.8K -1,937 -10%
UBS Group
8
UBS Group
Switzerland
$502K +$242K +7,974 +93%
HF
9
HRT Financial
New York
$416K +$416K +13,731 New
GLA
10
Good Life Advisors
Pennsylvania
$335K -$29.4K -967 -8%
CAS
11
Coppell Advisory Solutions
Texas
$236K -$47.3K -1,592 -17%
APW
12
Aurora Private Wealth
New Jersey
$205K -$12.9K -426 -6%
HI
13
Harbour Investments
Wisconsin
$86.5K -$4.92K -162 -5%
CCM
14
Coldstream Capital Management
Washington
$15.5K +$15.5K +509 New
AWM
15
AE Wealth Management
Kansas
$14.1K -$21.9K -721 -61%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.91K
AG
17
AmeriFlex Group
Nevada
$2.4K
Morgan Stanley
18
Morgan Stanley
New York
$30
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
-$1.41M -43,468 Closed
AWS
20
Atria Wealth Solutions
New York
-$1.39M -42,561 Closed
IWM
21
IHT Wealth Management
Illinois
-$994K -30,543 Closed
GVAG
22
Great Valley Advisor Group
Delaware
-$505K -15,505 Closed
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
-$374K -11,502 Closed
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
-$356K -10,941 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$307K -9,439 Closed