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Get Institutions for : 
Leadershares Equity Skew Etf (SQEW)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    1
Total shares held : 
3,780,957  
% of shares held : 
42.01%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
-596,782  
% of shares held change : 
  -6.63%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 47,062
 1.24%
 
Increased Positions :
8
 192,998
 5.1%
 
Unchanged Positions :
3
 1,445
 0.04%
 
Decreased Positions :
11
-40,452
-1.07%
 
Closed Positions :
5
-796,390
-21.06%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Redwood Investment Management LLC 1 - 2024-03-31 1,534,134 $50,347,000 -673,005
   LPL FINANCIAL CORP 837 - 2024-03-31 769,515 $25,254,000 14,028
   Perennial Investment Advisors LLC 39 - 2024-03-31 120,617 $3,958,000 -5,304
   MARINER WEALTH ADVISORS, LLC 826 - 2024-03-31 116,280 $3,816,000 1,037
   Private Advisor Group LLC 597 - 2024-03-31 102,313 $3,358,000 562
   Envestnet Portfolio Solutions Inc. 573 - 2024-03-31 74,842 $2,456,000 1,540
   Atria Wealth Solutions Inc. 572 - 2024-03-31 72,918 $2,393,000 1,129
   IHT Wealth Management LLC 257 - 2024-03-31 58,435 $1,918,000 3,953
   Gladstone Institutional Advisory LLC 271 - 2024-03-31 39,237 $1,288,000 -2,207
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1628 - 2024-03-31 34,569 $1,134,000 921
   Cetera Investment Advisers 852 - 2024-03-31 34,044 $1,117,000 -3,735
   Coppell Advisory Solutions LLC 141 - 2023-12-31 20,413 $637,000 -28
   ENVESTNET ASSET MANAGEMENT INC 3275 - 2024-03-31 19,261 $632,000 -299
   Coppell Advisory Solutions Corp. 141 - 2024-03-31 18,587 $610,000 -1,399
   COMMONWEALTH EQUITY SERVICES LLC. 2668 - 2024-03-31 17,809 $584,000 372
   Good Life Advisors LLC 226 - 2024-03-31 17,283 $567,000 1
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3510 - 2024-03-31 14,099 $463,000 -6,865
   Aurora Private Wealth Inc. 90 - 2024-03-31 10,209 $331,000 -9
   HARBOUR INVESTMENTS INC. 748 - 2023-12-31 8,443 $264,000 -300
   Advisor Group Holdings Inc. 3512 - 2024-03-31 7,259 $238,000 -2,648
   IFP Advisors Inc 2240 - 2023-12-31 269 $8,000 0
   UBS Group AG 7545 *Closed 2024-03-31 0 $0 -27
   PROEQUITIES INC. 6121 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7397 *Closed 2024-03-31 0 $0 -1,176
   INTL FCSTONE INC. 298 *Closed 2024-03-31 0 $0 -11,220
   AE Wealth Management LLC 1837 *Closed 2024-03-31 0 $0 -14,851
   Ford Financial Group Inc. 67 *Closed 2023-03-31 0 $0 -126,520
   OLD MISSION CAPITAL LLC 1202 *Closed 2024-03-31 0 $0 -11,205

  28 Records found
  1    
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