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LeaderShares AlphaFactor Tactical Focused ETF
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Overview Fund Activity

29 hedge funds and large institutions have $87.1M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-2
Holders Change %
-6.45%
% 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
1
Increased
3
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.45M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$4.22M
3
Citadel Advisors
Citadel Advisors
Florida
$568K
4
GVAG
Great Valley Advisor Group
Delaware
$752K

Top Sellers

1
SWM
Spire Wealth Management
Virginia
$3.4M
2
PAG
Private Advisor Group
New Jersey
$2.89M
3
RIM
Redwood Investment Management
Arizona
$39.2M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$1.38M
5
AWS
Atria Wealth Solutions
New York
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$39.2M -$1.27M -32,033 -3%
LPL Financial
2
LPL Financial
California
$21.9M -$1.02M -25,690 -4%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.22M +$641K +16,197 +18%
SWM
4
Spire Wealth Management
Virginia
$3.4M -$1.79M -46,720 -35%
Mariner
5
Mariner
Kansas
$3.16M -$271K -6,843 -8%
PAG
6
Private Advisor Group
New Jersey
$2.89M -$1.68M -42,337 -37%
UBS Group
7
UBS Group
Switzerland
$1.45M +$685K +17,307 +90%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$1.38M -$1.21M -30,517 -47%
AWS
9
Atria Wealth Solutions
New York
$1.33M -$1.21M -30,484 -47%
GIA
10
Gladstone Institutional Advisory
Florida
$1.08M -$50.8K -1,283 -4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.05M -$3.36K -85 -0.3%
IWM
12
IHT Wealth Management
Illinois
$852K -$633K -15,987 -43%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$794K -$56.2K -1,420 -7%
GVAG
14
Great Valley Advisor Group
Delaware
$752K +$475 +12 +0.1%
GLA
15
Good Life Advisors
Pennsylvania
$741K -$40.7K -1,029 -5%
CAS
16
Coppell Advisory Solutions
Texas
$587K -$45.9K -1,163 -7%
Citadel Advisors
17
Citadel Advisors
Florida
$568K +$568K +14,353 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$414K -$76.1K -1,922 -16%
APW
19
Aurora Private Wealth
New Jersey
$412K -$11K -277 -3%
HI
20
Harbour Investments
Wisconsin
$300K -$1.15K -29 -0.4%
YWM
21
Yardley Wealth Management
Pennsylvania
$206K -$36.1K -913 -15%
MW
22
Maia Wealth
Colorado
$203K -$9.94K -251 -5%
BDPWM
23
Barnes Dennig Private Wealth Management
Ohio
$108K – – –
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$16K -$1.66K -42 -9%
IA
25
IFP Advisors
Florida
$14K – – –
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