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LeaderShares AlphaFactor US Core Equity ETF

26 hedge funds and large institutions have $145M invested in LeaderShares AlphaFactor US Core Equity ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% 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
2
Increased
16
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$40.8M +$1.33M +41,988 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.3M +$950K +29,917 +4%
FD
3
Financial Designs
California
$24.5M -$741K -23,313 -3%
LPL Financial
4
LPL Financial
California
$18.1M +$997K +31,396 +6%
AAS
5
Avantax Advisory Services
Texas
$5.74M -$535K -16,839 -9%
Mariner
6
Mariner
Kansas
$5.13M +$102K +3,223 +2%
PIA
7
Perennial Investment Advisors
California
$4.93M -$62.9K -1,980 -1%
AWS
8
Atria Wealth Solutions
New York
$3.73M +$47K +1,479 +1%
PAG
9
Private Advisor Group
New Jersey
$3.54M +$200K +6,294 +6%
GIA
10
Gladstone Institutional Advisory
Florida
$1.67M +$36.2K +1,140 +2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.43M +$48K +1,511 +3%
IWM
12
IHT Wealth Management
Illinois
$1.39M +$52.1K +1,639 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.16M +$213K +6,693 +22%
SS
14
Simplicity Solutions
Minnesota
$1.04M -$109K -3,442 -10%
BFG
15
Bleakley Financial Group
New Jersey
$1.04M -$109K -3,442 -10%
CAS
16
Coppell Advisory Solutions
Texas
$780K -$45.3K -1,438 -5%
GLA
17
Good Life Advisors
Pennsylvania
$766K +$11.7K +369 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$639K +$639K +20,122 New
Goldman Sachs
19
Goldman Sachs
New York
$486K +$486K +15,294 New
Osaic Holdings
20
Osaic Holdings
Arizona
$395K +$2.76K +87 +0.7%
APW
21
Aurora Private Wealth
New Jersey
$356K +$26.7K +842 +8%
CA
22
Claro Advisors
Massachusetts
$347K +$14.7K +462 +4%
GRP
23
Global Retirement Partners
California
$212K +$794 +25 +0.4%
UBS Group
24
UBS Group
Switzerland
$116K +$107K +3,366 +1,238%
Wells Fargo
25
Wells Fargo
California
$21K