Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Leadershares Alphafactor Us Core Etf (LSAF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 25    5
Total shares held : 
3,779,929  
% of shares held : 
42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -10  
Amount of shares held : 
-797,110  
% of shares held change : 
  -8.86%  
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 :
1
 12,552
 0.33%
 
Increased Positions :
8
 171,272
 4.53%
 
Unchanged Positions :
3
 15,599
 0.41%
 
Decreased Positions :
13
-79,661
-2.11%
 
Closed Positions :
6
-901,273
-23.84%
 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Redwood Investment Management LLC - 2024-03-31 1,214,302 $47,560,000 -739,057
   LPL FINANCIAL CORP 691 - 2024-03-31 878,696 $34,415,000 3,185
   Perennial Investment Advisors LLC - 2024-03-31 134,274 $5,259,000 -8,112
   MARINER WEALTH ADVISORS, LLC - 2024-03-31 128,595 $5,037,000 -4,297
   Private Advisor Group LLC 503 - 2024-03-31 110,996 $4,347,000 215
   Envestnet Portfolio Solutions Inc. 439 - 2024-03-31 101,358 $3,970,000 -2,275
   Atria Wealth Solutions Inc. - 2024-03-31 98,105 $3,842,000 -3,273
   IHT Wealth Management LLC - 2024-03-31 64,838 $2,539,000 3,275
   Gladstone Institutional Advisory LLC - 2024-03-31 43,990 $1,723,000 -3,987
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1520 - 2024-03-31 34,293 $1,343,000 -3,979
   Good Life Advisors LLC 174 - 2024-03-31 23,223 $910,000 -645
   ENVESTNET ASSET MANAGEMENT INC - 2024-03-31 22,806 $893,000 -671
   Coppell Advisory Solutions Corp. - 2024-03-31 22,419 $878,000 -3,784
   Coppell Advisory Solutions LLC 119 - 2023-12-31 25,000 $861,000 -1,570
   Cetera Investment Advisers - 2024-03-31 21,744 $852,000 -2,713
   COMMONWEALTH EQUITY SERVICES LLC. 2349 - 2024-03-31 21,383 $838,000 425
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2797 - 2024-03-31 21,025 $823,000 4,423
   GOLDMAN SACHS GROUP INC/ - 2024-03-31 15,294 $599,000 0
   Aurora Private Wealth Inc. 69 - 2024-03-31 11,655 $454,000 -15
   INTL FCSTONE INC. 227 - 2024-03-31 10,089 $395,000 -2,393
   Advisor Group Holdings Inc. 3235 - 2024-03-31 8,550 $335,000 -4,465
   UBS Group AG - 2024-03-31 5,004 $196,000 5,004
   FMR LLC - 2024-03-31 990 $39,000 -2,584
   IFP Advisors Inc 2130 - 2023-12-31 305 $11,000 0
   PROEQUITIES INC. 6123 - 2024-03-31 0 $0 0
   AE Wealth Management LLC *Closed 2024-03-31 0 $0 -12,552
   CITADEL ADVISORS LLC *Closed 2024-03-31 0 $0 -8,923
   Ford Financial Group Inc. 120 *Closed 2023-03-31 0 $0 -157,344

  28 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results