Institutional Ownership Tidal ETF Tr Leatherback Long/ (LBAY)
This table provides information about the institutional ownership of Tidal ETF Tr Leatherback Long/ (LBAY). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 2.11 Million shares, which have been reported (via 13F filing form) to have a value of $51.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
1,025,944
shares
|
$25.2 Million
8.94% of portfolio
|
Q4 2022
Added 4.75%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
837,926
shares
|
$20.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
76,747
shares
|
$1.88 Million
0.31% of portfolio
|
Q2 2023
Reduced 54.81%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
50,676
shares
|
$1.24 Million
0.6% of portfolio
|
Q4 2022
Reduced 96.59%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
31,526
shares
|
$774,278
0.04% of portfolio
|
Q1 2025
Reduced 33.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
18,300
shares
|
$449,448
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,235
shares
|
$423,291
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
15,776
shares
|
$387,458
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
14,672
shares
|
$360,344
0.11% of portfolio
|
Q1 2024
Added 2.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
14,591
shares
|
$358,354
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
8,482
shares
|
$208,317
0.0% of portfolio
|
Q1 2025
Reduced 26.56%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
655
shares
|
$16,086
0.0% of portfolio
|
Q1 2025
Added 24.05%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|