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Disclosery

ABFL ABACUS FCF ETF TR

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LEADERS ETF (fund)

47 managers (47 13F filers) reported a position in ABFL shares at 2024-12-31, 21,148,058 shares in all. 0 filers opened a position and 6 filers sold out during the quarter.

Managers
47
13F filers
47
New
0
Added
13
Reduced
15
Sold out
6
Shares held by filers
21,148,058

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Dynasty Wealth Management, LLC7,038,056$468M8.07%+2,927,48113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,342,563$422M0.03%+3,045,01713F-HRTimelineGroup
Quotient Wealth Partners, LLC3,026,476$201M6.58%+3,14913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,024,502$201M5.31%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC818,027$54.4M0.02%+11,09513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC181,999$12.1M0.02%-12,24013F-HRTimelineGroup
UNIQUE WEALTH, LLC105,918$7.04M1.47%+46,79513F-HRTimeline
Cyndeo Wealth Partners, LLC89,826$5.97M0.4%-1,96113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC65,417$4.35M0.39%-1,19513F-HRTimelineGroup
Signify Wealth64,516$4.29M4.84%+3,35713F-HRTimeline
DecisionMap Wealth Management, LLC57,994$3.85M3.05%13F-HRTimeline
GTS SECURITIES LLC35,248$2.34M0.11%+23,94713F-HRTimeline
LPL Financial LLC31,728$2.11M<0.01%-17313F-HRTimeline
Platform Technology Partners29,271$1.95M0.59%-64813F-HRTimeline
Smart Portfolios, LLC21,619$1.44M1.5%+10313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,349$1.42M<0.01%13F-HR/ATimelineGroup
Santori & Peters, Inc.20,548$1.37M0.52%+2313F-HRTimeline
Fairvoy Private Wealth, LLC18,319$1.22M0.32%13F-HRTimeline
Smart Money Group LLC17,786$1.18M0.41%+1413F-HRTimeline
OLD MISSION CAPITAL LLC14,735$979K0.02%+8,19013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,094$804K<0.01%-54313F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,879$790K<0.01%-82513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,582$703K<0.01%+64513F-HRTimelineGroup
Wilmington Savings Fund Society, FSB9,745$648K0.01%013F-HRTimeline
Tradition Wealth Management, LLC9,192$611K0.05%013F-HRTimeline
Steward Partners Investment Advisory, L…8,240$548K<0.01%-7413F-HRTimeline
MBL Wealth, LLC8,150$542K0.05%-37513F-HRTimeline
PUREfi Wealth, LLC8,084$537K0.53%13F-HRTimeline
SeaCrest Wealth Management, LLC6,863$456K0.05%013F-HRTimeline
Madrona Financial Services, LLC5,678$377K0.1%013F-HRTimeline
Resonant Capital Advisors, LLC5,544$368K0.03%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,829$321K0.01%-29613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,192$279K<0.01%-40013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,500$233K0.03%+16513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,170$211K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,612$174K<0.01%-1,50113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG2,208$147K<0.01%-1,49313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,575$105K<0.01%-3113F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,401$93.1K0.01%-8413F-HRTimeline
Global Retirement Partners, LLC1,107$73.6K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.835$55.5K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…263$17.5K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC221$14.7K<0.01%013F-HRTimelineGroup
Arax Advisory Partners163$10.8K<0.01%013F-HRTimeline
Creekmur Asset Management LLC32$2.14K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$102<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.