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Get Institutions for : 
Leadershares Alphafactor Us Core Etf (LSAF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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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  
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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 2 - 2023-12-31 1,953,359 $67,329,000 -3,980
   LPL FINANCIAL CORP 690 - 2023-12-31 875,511 $30,169,000 138,912
   Perennial Investment Advisors LLC 29 - 2023-12-31 142,386 $4,906,000 -9,547
   MARINER WEALTH ADVISORS, LLC 707 - 2023-12-31 132,892 $4,579,000 -20,163
   Private Advisor Group LLC - 2024-03-31 110,996 $4,347,000 215
   Envestnet Portfolio Solutions Inc. 425 - 2023-12-31 103,633 $3,571,000 -5,883
   Atria Wealth Solutions Inc. 411 - 2023-12-31 101,378 $3,493,000 -5,693
   IHT Wealth Management LLC 215 - 2023-12-31 61,563 $2,121,000 23,295
   Gladstone Institutional Advisory LLC 218 - 2023-12-31 47,977 $1,653,000 -1,333
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1520 - 2024-03-31 34,293 $1,343,000 -3,979
   Good Life Advisors LLC - 2024-03-31 23,223 $910,000 -645
   Coppell Advisory Solutions LLC 119 - 2023-12-31 25,000 $861,000 -1,570
   Cetera Investment Advisers 1199 - 2023-12-31 24,457 $843,000 -19,287
   COMMONWEALTH EQUITY SERVICES LLC. 2349 - 2024-03-31 21,383 $838,000 425
   ENVESTNET ASSET MANAGEMENT INC 3045 - 2023-12-31 23,477 $809,000 -834
   Coppell Advisory Solutions Corp. 99 - 2023-03-31 26,203 $785,000 -367
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3565 - 2023-12-31 16,602 $572,000 276
   GOLDMAN SACHS GROUP INC/ 3802 - 2023-12-31 15,294 $527,000 0
   Aurora Private Wealth Inc. 69 - 2024-03-31 11,655 $454,000 -15
   Advisor Group Holdings Inc. 3238 - 2023-12-31 13,015 $448,000 -3,536
   AE Wealth Management LLC 1507 *New 2023-12-31 12,552 $439,000 12,552
   INTL FCSTONE INC. 227 - 2024-03-31 10,089 $395,000 -2,393
   CITADEL ADVISORS LLC 4064 - 2023-12-31 8,923 $307,000 -6,386
   FMR LLC 2978 - 2023-12-31 3,574 $123,000 3,518
   IFP Advisors Inc 2130 - 2023-12-31 305 $11,000 0
   UBS Group AG 7012 *Closed 2023-12-31 0 $0 -1,900
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   BANK OF AMERICA CORP /DE/ 6910 *Closed 2023-12-31 0 $0 -148
   Ford Financial Group Inc. 120 *Closed 2023-03-31 0 $0 -157,344
   H D Vest Advisory Services 1666 *Closed 2023-12-31 0 $0 -148,267

  30 Records found
  1    
  Page 1 of 1
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