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 12 institutions that hold shares in the stock, with a total of 2.3 Million shares, which have been reported (via 13F filing form) to have a value of $61.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,074,057
shares
|
$28.5 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
1,025,944
shares
|
$27.2 Million
8.94% of portfolio
|
Q4 2022
Added 4.75%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
76,747
shares
|
$2.04 Million
0.31% of portfolio
|
Q2 2023
Reduced 54.81%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
50,676
shares
|
$1.34 Million
0.6% of portfolio
|
Q4 2022
Reduced 96.59%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
20,994
shares
|
$557,180
0.0% of portfolio
|
Q3 2024
Reduced 44.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
18,300
shares
|
$485,682
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
14,672
shares
|
$389,394
0.12% of portfolio
|
Q1 2024
Added 2.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
13,934
shares
|
$369,808
0.01% of portfolio
|
Q3 2024
Added 13.05%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
7,419
shares
|
$196,900
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
23
shares
|
$610
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|