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 13 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 $49.9 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 Million
8.94% of portfolio
|
Q4 2022
Added 4.75%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
776,866
shares
|
$18.9 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
76,747
shares
|
$1.87 Million
0.31% of portfolio
|
Q2 2023
Reduced 54.81%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
50,676
shares
|
$1.23 Million
0.6% of portfolio
|
Q4 2022
Reduced 96.59%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
39,224
shares
|
$955,104
0.04% of portfolio
|
Q2 2025
Added 24.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
18,300
shares
|
$445,605
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
15,776
shares
|
$384,145
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
14,505
shares
|
$353,196
0.0% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
14,097
shares
|
$343,261
0.11% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
13,479
shares
|
$328,213
0.01% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,698
shares
|
$41,346
0.0% of portfolio
|
Q2 2025
Added 159.24%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|