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LeaderShares AlphaFactor Tactical Focused ETF
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Overview Fund Activity

31 hedge funds and large institutions have $96.3M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-1
Holders Change %
-3.13%
% 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
4
Increased
6
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.62M
2
PAG
Private Advisor Group
New Jersey
$4.63M
3
UBS Group
UBS Group
Switzerland
$773K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$330K
5
CCM
Coldstream Capital Management
Washington
$33.7K

Top Sellers

1
PIA
Perennial Investment Advisors
California
$0
2
RIM
Redwood Investment Management
Arizona
$41M
3
LPL Financial
LPL Financial
California
$23.3M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$41M -$2M -49,930 -5%
LPL Financial
2
LPL Financial
California
$23.3M -$1.73M -43,227 -7%
SWM
3
Spire Wealth Management
Virginia
$5.42M -$98.5K -2,458 -2%
PAG
4
Private Advisor Group
New Jersey
$4.63M +$124K +3,103 +3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.62M +$960K +23,946 +36%
Mariner
6
Mariner
Kansas
$3.48M +$12.6K +315 +0.4%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$2.62M -$104K -2,584 -4%
AWS
8
Atria Wealth Solutions
New York
$2.57M -$99.8K -2,490 -4%
IWM
9
IHT Wealth Management
Illinois
$1.5M -$30.5K -762 -2%
GIA
10
Gladstone Institutional Advisory
Florida
$1.15M -$250K -6,225 -18%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.06M -$194K -4,832 -15%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$861K -$9.74K -243 -1%
GLA
13
Good Life Advisors
Pennsylvania
$792K -$56K -1,398 -7%
UBS Group
14
UBS Group
Switzerland
$773K +$110K +2,740 +17%
GVAG
15
Great Valley Advisor Group
Delaware
$761K -$83.1K -2,073 -10%
CAS
16
Coppell Advisory Solutions
Texas
$620K -$35K -906 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$497K -$173K -4,306 -26%
APW
18
Aurora Private Wealth
New Jersey
$429K -$45.2K -1,127 -10%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$330K +$98.2K +2,450 +42%
HI
20
Harbour Investments
Wisconsin
$305K -$11.2K -280 -4%
YWM
21
Yardley Wealth Management
Pennsylvania
$246K -$11.9K -297 -5%
MW
22
Maia Wealth
Colorado
$201K +$75 +2 +0%
BDPWM
23
Barnes Dennig Private Wealth Management
Ohio
$110K +$110K +2,741 New
CCM
24
Coldstream Capital Management
Washington
$33.7K +$33.7K +840 New
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$17.9K +$17.9K +446 New
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