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LeaderShares AlphaFactor US Core Equity ETF

26 hedge funds and large institutions have $125M invested in LeaderShares AlphaFactor US Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
5
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$67.9M -$1.4M -32,884 -2%
LPL Financial
2
LPL Financial
California
$32.6M +$83.7K +1,970 +0.3%
Mariner
3
Mariner
Kansas
$5.58M -$404K -9,522 -7%
PAG
4
Private Advisor Group
New Jersey
$2.35M -$1.35M -31,684 -36%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$2.17M -$1.76M -41,315 -45%
AWS
6
Atria Wealth Solutions
New York
$2.09M -$1.75M -41,275 -46%
UBS Group
7
UBS Group
Switzerland
$1.57M +$651K +15,336 +71%
IWM
8
IHT Wealth Management
Illinois
$1.57M -$1.1M -25,879 -41%
GIA
9
Gladstone Institutional Advisory
Florida
$1.44M -$68K -1,600 -5%
GVAG
10
Great Valley Advisor Group
Delaware
$1.36M +$8.67K +204 +0.6%
Citadel Advisors
11
Citadel Advisors
Florida
$973K +$973K +22,912 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$908K -$24.1K -568 -3%
GLA
13
Good Life Advisors
Pennsylvania
$840K +$5.52K +130 +0.7%
Goldman Sachs
14
Goldman Sachs
New York
$709K +$3.91K +92 +0.6%
CAS
15
Coppell Advisory Solutions
Texas
$648K -$93.5K -2,209 -13%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$606K -$23.2K -547 -4%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$592K +$592K +13,937 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$578K -$87.3K -2,055 -13%
APW
19
Aurora Private Wealth
New Jersey
$404K -$21.1K -498 -5%
MW
20
Maia Wealth
Colorado
$320K -$9.73K -229 -3%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$58.3K -$2.51K -59 -4%
IA
22
IFP Advisors
Florida
$13K
AG
23
AmeriFlex Group
Nevada
$8.85K
Osaic Holdings
24
Osaic Holdings
Arizona
$7.29K
CFP
25
Comprehensive Financial Planning
Pennsylvania
$1.23K