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LeaderShares AlphaFactor US Core Equity ETF

29 hedge funds and large institutions have $148M invested in LeaderShares AlphaFactor US Core Equity ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
11
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$77.1M +$6.23M +150,695 +9%
LPL Financial
2
LPL Financial
California
$32.4M +$464K +11,203 +1%
Mariner
3
Mariner
Kansas
$6.12M +$979K +23,648 +19%
PIA
4
Perennial Investment Advisors
California
$5.78M +$1.69M +40,878 +41%
PAG
5
Private Advisor Group
New Jersey
$4.6M -$31.4K -758 -0.7%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$4.13M -$16K -386 -0.4%
AWS
7
Atria Wealth Solutions
New York
$4.04M -$13.6K -329 -0.3%
IWM
8
IHT Wealth Management
Illinois
$2.74M +$145K +3,509 +6%
GIA
9
Gladstone Institutional Advisory
Florida
$1.65M -$40.1K -969 -2%
GVAG
10
Great Valley Advisor Group
Delaware
$1.3M +$118K +2,856 +10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.13M +$212K +5,124 +23%
GLA
12
Good Life Advisors
Pennsylvania
$909K -$21.1K -509 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$906K +$27.2K +656 +3%
CAS
14
Coppell Advisory Solutions
Texas
$905K +$27.8K +672 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$812K -$293K -7,081 -27%
Goldman Sachs
16
Goldman Sachs
New York
$633K
APW
17
Aurora Private Wealth
New Jersey
$452K -$5.01K -121 -1%
SG
18
StoneX Group
New York
$419K +$12.9K +311 +3%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$394K
MW
20
Maia Wealth
Colorado
$357K +$357K +8,599 New
Jane Street
21
Jane Street
New York
$241K +$241K +5,816 New
AAS
22
Avantax Advisory Services
Texas
$238K +$238K +5,759 New
YWM
23
Yardley Wealth Management
Pennsylvania
$216K +$216K +5,219 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$75K +$13K +315 +21%
UBS Group
25
UBS Group
Switzerland
$48.8K -$119K -2,885 -71%