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Get Institutions for : 
Leadershares Activist Leaders Etf (ACTV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    2
Total shares held : 
 2,479,632  
% of shares held : 
 23.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -373,600  
% of shares held change : 
   -3.54%  
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 :
3
 17,218
 0.69%
 
Increased Positions :
8
 141,542
 5.71%
 
Unchanged Positions :
2
 203
 0.01%
 
Decreased Positions :
11
-14,939
-0.6%
 
Closed Positions :
5
-517,421
-20.87%
 
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 4 - 2023-12-31 1,483,128 $49,512,000 25,553
   LPL FINANCIAL CORP 976 - 2023-12-31 483,376 $16,137,000 94,089
   MARINER WEALTH ADVISORS, LLC 843 - 2023-12-31 97,916 $3,269,000 -6,597
   Perennial Investment Advisors LLC 55 - 2023-12-31 73,971 $2,469,000 -1,076
   Private Advisor Group LLC - 2024-03-31 58,370 $2,051,000 271
   Envestnet Portfolio Solutions Inc. 672 - 2023-12-31 45,474 $1,518,000 -1,832
   Atria Wealth Solutions Inc. 697 - 2023-12-31 44,674 $1,491,000 -1,766
   IHT Wealth Management LLC 368 - 2023-12-31 32,041 $1,070,000 18,496
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1774 - 2024-03-31 26,472 $930,000 2,848
   Gladstone Institutional Advisory LLC 306 - 2023-12-31 26,819 $895,000 639
   Cetera Investment Advisers 1181 - 2023-12-31 25,924 $865,000 1
   Good Life Advisors LLC - 2024-03-31 12,597 $443,000 0
   Coppell Advisory Solutions LLC 171 - 2023-12-31 12,563 $419,000 -311
   ENVESTNET ASSET MANAGEMENT INC 3419 - 2023-12-31 12,017 $401,000 -587
   COMMONWEALTH EQUITY SERVICES LLC. 2998 - 2024-03-31 11,118 $391,000 47
   Coppell Advisory Solutions Corp. 139 - 2023-03-31 12,722 $372,000 -152
   AE Wealth Management LLC 1669 *New 2023-12-31 9,427 $310,000 9,427
   GOLDMAN SACHS GROUP INC/ 4109 *New 2023-12-31 7,790 $260,000 7,790
   Aurora Private Wealth Inc. 119 - 2024-03-31 7,456 $259,000 -12
   Advisor Group Holdings Inc. 3840 - 2023-12-31 6,466 $216,000 -1,908
   HARBOUR INVESTMENTS INC. 954 - 2023-12-31 4,725 $158,000 -175
   UBS Group AG 6139 - 2023-12-31 258 $9,000 -163
   IFP Advisors Inc 2288 - 2023-12-31 203 $7,000 0
   H D Vest Advisory Services 1552 *Closed 2023-12-31 0 $0 -82,299
   MORGAN STANLEY 7381 *New 2023-12-31 1 $0 1
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   BANK OF AMERICA CORP /DE/ 6696 *Closed 2023-12-31 0 $0 -70
   Ford Financial Group Inc. 117 *Closed 2023-03-31 0 $0 -77,555
   J P MORGAN CHASE & CO 6497 *Closed 2023-12-31 0 $0 -100
  29 Records found
  1    
  Page 1 of 1
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