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LeaderShares AlphaFactor US Core Equity ETF

29 hedge funds and large institutions have $132M invested in LeaderShares AlphaFactor US Core Equity ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
6
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$67.3M -$8.31M -205,191 -11%
LPL Financial
2
LPL Financial
California
$31.2M -$510K -12,578 -2%
Mariner
3
Mariner
Kansas
$5.82M -$180K -4,445 -3%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$3.84M -$203K -5,019 -5%
PAG
5
Private Advisor Group
New Jersey
$3.82M -$679K -16,761 -15%
AWS
6
Atria Wealth Solutions
New York
$3.76M -$200K -4,924 -5%
PIA
7
Perennial Investment Advisors
California
$3.23M -$2.44M -60,104 -43%
IWM
8
IHT Wealth Management
Illinois
$2.57M -$117K -2,878 -4%
GIA
9
Gladstone Institutional Advisory
Florida
$1.59M -$29.4K -726 -2%
GVAG
10
Great Valley Advisor Group
Delaware
$1.15M -$119K -2,930 -9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$906K -$206K -5,080 -19%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$889K +$2.23K +55 +0.3%
GLA
13
Good Life Advisors
Pennsylvania
$843K -$47.1K -1,163 -5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$839K +$43.8K +1,080 +6%
CAS
15
Coppell Advisory Solutions
Texas
$788K -$101K -2,477 -11%
Citadel Advisors
16
Citadel Advisors
Florida
$694K +$694K +17,135 New
Goldman Sachs
17
Goldman Sachs
New York
$670K +$49.8K +1,229 +8%
UBS Group
18
UBS Group
Switzerland
$668K +$620K +15,309 +1,297%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$544K +$544K +13,433 New
APW
20
Aurora Private Wealth
New Jersey
$443K +$365 +9 +0.1%
MW
21
Maia Wealth
Colorado
$342K -$25.6K -599 -7%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$219K -$167K -4,117 -43%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$59.9K -$13.5K -333 -18%
CFP
24
Comprehensive Financial Planning
Pennsylvania
$44.8K +$44.8K +1,106 New
TAM
25
Tucker Asset Management
Colorado
$19.4K