LSAF icon

LeaderShares AlphaFactor US Core Equity ETF

23 hedge funds and large institutions have $130M invested in LeaderShares AlphaFactor US Core Equity ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
23
Holders Change
-5
Holders Change %
-17.86%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
1
Increased
7
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$67.3M -$137K -3,980 -0.2%
LPL Financial
2
LPL Financial
California
$30.2M +$4.79M +138,912 +19%
PIA
3
Perennial Investment Advisors
California
$4.91M -$329K -9,547 -6%
Mariner
4
Mariner
Kansas
$4.58M -$695K -20,163 -13%
PAG
5
Private Advisor Group
New Jersey
$3.82M +$103K +2,997 +3%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$3.57M -$203K -5,883 -5%
AWS
7
Atria Wealth Solutions
New York
$3.49M -$196K -5,693 -5%
IWM
8
IHT Wealth Management
Illinois
$2.12M +$803K +23,295 +61%
GIA
9
Gladstone Institutional Advisory
Florida
$1.65M -$45.9K -1,333 -3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.32M -$15K -434 -1%
CAS
11
Coppell Advisory Solutions
Texas
$861K -$54.1K -1,570 -6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$843K -$665K -19,287 -44%
GLA
13
Good Life Advisors
Pennsylvania
$822K +$620 +18 +0.1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$809K -$28.7K -834 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$722K +$17.1K +497 +2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$572K +$9.51K +276 +2%
Goldman Sachs
17
Goldman Sachs
New York
$527K
Osaic Holdings
18
Osaic Holdings
Arizona
$448K -$122K -3,536 -21%
AWM
19
AE Wealth Management
Kansas
$439K +$439K +12,552 New
APW
20
Aurora Private Wealth
New Jersey
$402K -$35K -1,015 -8%
Citadel Advisors
21
Citadel Advisors
Florida
$307K -$220K -6,386 -42%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$123K +$121K +3,518 +6,282%
IA
23
IFP Advisors
Florida
$10.5K
FD
24
Financial Designs
California
-$23.2M -735,038 Closed
AAS
25
Avantax Advisory Services
Texas
-$4.69M -148,267 Closed