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Get Institutions for : 
Leadershares Alphafactor Tactical Focused Etf (LSAT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    3
Total shares held : 
 3,709,901  
% of shares held : 
 41.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -1,512,001  
% of shares held change : 
   -16.8%  
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
 160,602
 4.33%
 
Increased Positions :
6
 205,419
 5.54%
 
Unchanged Positions :
2
 353
 0.01%
 
Decreased Positions :
15
-928,779
-25.04%
 
Closed Positions :
6
-949,243
-25.59%
 
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 3 - 2024-03-31 1,145,139 $44,436,000 -502,065
   LPL FINANCIAL CORP 648 - 2024-03-31 973,394 $37,772,000 10,283
   Perennial Investment Advisors LLC 26 - 2024-03-31 155,420 $6,031,000 -7,506
   Spire Wealth Management 140 - 2024-03-31 147,661 $5,729,000 -2,503
   MARINER WEALTH ADVISORS, LLC 691 - 2024-03-31 141,971 $5,509,000 2,819
   Private Advisor Group LLC 465 - 2024-03-31 126,710 $4,917,000 713
   Envestnet Portfolio Solutions Inc. 510 - 2024-03-31 80,424 $3,121,000 -3,505
   Atria Wealth Solutions Inc. 484 - 2024-03-31 78,591 $3,050,000 -3,767
   IHT Wealth Management LLC 185 - 2024-03-31 73,670 $2,859,000 4,442
   Gladstone Institutional Advisory LLC 211 - 2024-03-31 48,686 $1,889,000 -2,933
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1410 - 2024-03-31 40,449 $1,570,000 -2,508
   COMMONWEALTH EQUITY SERVICES LLC. 2244 - 2024-03-31 24,796 $962,000 651
   Good Life Advisors LLC 175 - 2024-03-31 23,281 $903,000 -429
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2734 - 2024-03-31 22,372 $868,000 22,372
   Cetera Investment Advisers 2212 - 2024-03-31 21,297 $826,000 -154
   Coppell Advisory Solutions Corp. 123 - 2024-03-31 19,983 $775,000 -5,101
   Coppell Advisory Solutions LLC 131 - 2023-12-31 21,452 $739,000 -4,045
   ENVESTNET ASSET MANAGEMENT INC 3221 - 2024-03-31 18,050 $700,000 -643
   Aurora Private Wealth Inc. 66 - 2024-03-31 12,463 $480,000 -7
   INTL FCSTONE INC. 225 - 2024-03-31 10,506 $408,000 -2,563
   HARBOUR INVESTMENTS INC. 634 - 2023-12-31 10,825 $373,000 -241
   Advisor Group Holdings Inc. 3197 - 2024-03-31 9,158 $355,000 -3,592
   UBS Group AG 4838 - 2024-03-31 4,028 $156,000 3,455
   PRIVATE TRUST CO NA 1273 - 2024-03-31 836 $32,000 1
   IFP Advisors Inc 2088 - 2023-12-31 353 $12,000 0
   PROEQUITIES INC. 9183 - 2024-03-31 0 $0 0
   AE Wealth Management LLC 1825 *Closed 2024-03-31 0 $0 -9,603
   CITADEL ADVISORS LLC 6637 *Closed 2024-03-31 0 $0 -21,327
   Ford Financial Group Inc. 46 *Closed 2023-03-31 0 $0 -180,195
  29 Records found
  1    
  Page 1 of 1
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