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LeaderShares Equity Skew ETF

27 hedge funds and large institutions have $126M invested in LeaderShares Equity Skew ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
12
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RIM
1
Redwood Investment Management
Arizona
$62.9M 2,192,671 +1,099,527 +101%
FD
2
Financial Designs
California
$18.5M 645,366 -10,977 -2%
LPL Financial
3
LPL Financial
California
$17.4M 606,115 +167,324 +38%
Mariner
4
Mariner
Kansas
$3.98M 138,629 -6,314 -4%
AAS
5
Avantax Advisory Services
Texas
$3.94M 137,207 -5,545 -4%
PIA
6
Perennial Investment Advisors
California
$3.53M 123,166 -1,970 -2%
PAG
7
Private Advisor Group
New Jersey
$2.86M 99,491 +9,186 +10%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$2.19M 76,197 +76,197 New
AWS
9
Atria Wealth Solutions
New York
$2.14M 74,614 -3,964 -5%
GIA
10
Gladstone Institutional Advisory
Florida
$1.18M 41,133 -1,649 -4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.09M 37,949 +6,094 +19%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$974K 33,933 +1,567 +5%
IWM
13
IHT Wealth Management
Illinois
$893K 31,132 +1,503 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$569K 19,835 -615,424 -97%
CAS
15
Coppell Advisory Solutions
Texas
$566K 20,441 +3,106 +18%
OMC
16
Old Mission Capital
Illinois
$520K 18,116 -2,234 -11%
GLA
17
Good Life Advisors
Pennsylvania
$496K 17,266 -17 -0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$487K 16,971 +339 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$361K 12,586 +3,770 +43%
APW
20
Aurora Private Wealth
New Jersey
$313K 10,916 +1,449 +15%
SG
21
StoneX Group
New York
$281K 9,775 +603 +7%
HI
22
Harbour Investments
Wisconsin
$251K 8,743 -33 -0.4%
CA
23
Claro Advisors
Massachusetts
$208K 7,233 -1,409 -16%
GRP
24
Global Retirement Partners
California
$183K 6,454 +808 +14%
Morgan Stanley
25
Morgan Stanley
New York
$33.8K 1,176