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 2.39 Million shares, which have been reported (via 13F filing form) to have a value of $61.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
1,074,038
shares
|
$27.6 Million
0.34% of portfolio
|
Q1 2024
Added 0.77%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
1,025,944
shares
|
$26.4 Million
8.94% of portfolio
|
Q4 2022
Added 4.75%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
99,836
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
76,747
shares
|
$1.97 Million
0.31% of portfolio
|
Q2 2023
Reduced 54.81%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
50,676
shares
|
$1.3 Million
0.6% of portfolio
|
Q4 2022
Reduced 96.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
18,300
shares
|
$470,493
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Planning LLC
|
Apr 12, 2024 Q1 2024 |
14,672
shares
|
$377,217
0.13% of portfolio
|
Q1 2024
Added 2.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
14,451
shares
|
$371,535
0.01% of portfolio
|
Q1 2024
Reduced 16.54%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
13,584
shares
|
$349,244
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
728
shares
|
$18,716
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
497
shares
|
$12,777
0.0% of portfolio
|
Q4 2023
Reduced 51.03%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
11
shares
|
$282
0.0% of portfolio
|
Q1 2024
Reduced 89.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$25
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|