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 11 institutions that hold shares in the stock, with a total of 2.05 Million shares, which have been reported (via 13F filing form) to have a value of $50 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
|
$25.1 Million
8.94% of portfolio
|
Q4 2022
Added 4.75%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
776,866
shares
|
$19 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
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 |
Nov 14, 2025 Q3 2025 |
39,163
shares
|
$957,535
0.04% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
18,300
shares
|
$447,435
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
17,789
shares
|
$434,941
0.04% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
14,097
shares
|
$344,671
0.11% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
13,485
shares
|
$329,708
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
13,187
shares
|
$322,422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|