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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  
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 1 - 2023-12-31 2,207,139 $68,876,000 14,468
   LPL FINANCIAL CORP 807 - 2023-12-31 755,487 $23,582,000 149,372
   Perennial Investment Advisors LLC 37 - 2023-12-31 125,921 $3,931,000 2,755
   MARINER WEALTH ADVISORS, LLC 806 - 2023-12-31 115,243 $3,597,000 -23,386
   Private Advisor Group LLC - 2024-03-31 102,313 $3,358,000 562
   Envestnet Portfolio Solutions Inc. 557 - 2023-12-31 73,302 $2,288,000 -2,895
   Atria Wealth Solutions Inc. 563 - 2023-12-31 71,789 $2,241,000 -2,825
   IHT Wealth Management LLC 251 - 2023-12-31 54,482 $1,701,000 23,350
   Gladstone Institutional Advisory LLC 257 - 2023-12-31 41,444 $1,294,000 311
   Cetera Investment Advisers 1012 - 2023-12-31 37,779 $1,179,000 -170
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1628 - 2024-03-31 34,569 $1,134,000 921
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3393 *New 2023-12-31 20,964 $654,000 20,964
   Coppell Advisory Solutions LLC 141 - 2023-12-31 20,413 $637,000 -28
   ENVESTNET ASSET MANAGEMENT INC 3198 - 2023-12-31 19,560 $611,000 -275
   COMMONWEALTH EQUITY SERVICES LLC. 2668 - 2024-03-31 17,809 $584,000 372
   Coppell Advisory Solutions Corp. 117 - 2023-03-31 19,986 $577,000 -455
   Good Life Advisors LLC - 2024-03-31 17,283 $567,000 1
   AE Wealth Management LLC 1466 *New 2023-12-31 14,851 $461,000 14,851
   OLD MISSION CAPITAL LLC 705 - 2023-12-31 11,205 $350,000 -6,911
   Aurora Private Wealth Inc. 90 - 2024-03-31 10,209 $331,000 -9
   Advisor Group Holdings Inc. 3559 - 2023-12-31 9,907 $309,000 -2,679
   HARBOUR INVESTMENTS INC. 748 - 2023-12-31 8,443 $264,000 -300
   MORGAN STANLEY 6042 - 2023-12-31 1,176 $37,000 0
   IFP Advisors Inc 2240 - 2023-12-31 269 $8,000 0
   UBS Group AG 6917 *New 2023-12-31 27 $1,000 27
   H D Vest Advisory Services 1554 *Closed 2023-12-31 0 $0 -137,207
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   INTL FCSTONE INC. 298 *Closed 2024-03-31 0 $0 -11,220
   BANK OF AMERICA CORP /DE/ 6636 *Closed 2023-12-31 0 $0 -130
   Ford Financial Group Inc. 67 *Closed 2023-03-31 0 $0 -126,520
  30 Records found
  1    
  Page 1 of 1
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