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Disclosery

ABFL ABACUS FCF ETF TR

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LEADERS ETF (fund)

51 managers (51 13F filers) reported a position in ABFL shares at 2025-03-31, 20,892,656 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
51
13F filers
51
New
9
Added
15
Reduced
16
Sold out
3
Shares held by filers
20,892,656

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,801,179$435M0.03%+458,61613F-HRTimelineGroup
Dynasty Wealth Management, LLC6,729,463$430M7.17%-308,59313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,303,756$211M5.33%+279,25413F-HRTimeline
Quotient Wealth Partners, LLC3,064,848$196M6.26%+38,37213F-HRTimeline
UNIQUE WEALTH, LLC197,889$12.6M2.39%+91,97113F-HRTimeline
Mariner, LLCin group Mariner, LLC173,075$11.1M0.02%-8,92413F-HRTimelineGroup
Cyndeo Wealth Partners, LLC93,440$5.97M0.39%+3,61413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC63,990$4.09M0.39%-1,42713F-HRTimelineGroup
DecisionMap Wealth Management, LLC62,360$3.99M3.03%+4,36613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC55,278$3.53M<0.01%-762,74913F-HRTimelineGroup
LPL Financial LLC31,148$1.99M<0.01%-58013F-HRTimeline
Platform Technology Partners27,714$1.77M0.52%-1,55713F-HRTimeline
Empowered Funds, LLC27,434$1.75M0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,176$1.61M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,568$1.38M<0.01%+21913F-HRTimelineGroup
Smart Portfolios, LLC21,051$1.35M1.46%-56813F-HRTimeline
Santori & Peters, Inc.20,593$1.32M0.53%+4513F-HRTimeline
Fairvoy Private Wealth, LLC19,315$1.23M0.34%+99613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,014$960K<0.01%+4,43213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,563$803K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,806$754K<0.01%-28813F-HR/ATimelineGroup
GTS SECURITIES LLC10,735$686K0.03%-24,51313F-HRTimeline
Cambridge Investment Research Advisors,…9,936$635K<0.01%-1,94313F-HRTimeline
Wilmington Savings Fund Society, FSB9,745$623K0.01%013F-HRTimeline
PUREfi Wealth, LLC9,047$578K0.58%+96313F-HRTimeline
Steward Partners Investment Advisory, L…8,169$522K<0.01%-7113F-HRTimeline
Tradition Wealth Management, LLC7,518$480K0.04%-1,67413F-HRTimeline
MBL Wealth, LLC7,250$463K0.05%-90013F-HRTimeline
SeaCrest Wealth Management, LLC6,863$439K0.05%013F-HRTimeline
Madrona Financial Services, LLC5,678$363K0.1%013F-HRTimeline
Resonant Capital Advisors, LLC5,544$354K0.02%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,885$312K<0.01%new13F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,829$309K0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,288$274K<0.01%+2,08013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…3,491$223K0.03%-913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,469$222K<0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.3,170$203K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,613$167K<0.01%+113F-HRTimelineGroup
Geneos Wealth Management Inc.2,505$160K<0.01%+1,67013F-HRTimeline
Cornerstone Planning Group LLC796$49.4K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV758$48.4K<0.01%-64313F-HRTimeline
Farther Finance Advisors, LLC587$37.6K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.554$35.4K<0.01%-1,02113F-HRTimelineGroup
CENTRAL TRUST Co475$30.4K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…263$16.8K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.240$15K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC221$14.7K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN172$11K<0.01%+17013F-HRTimelineGroup
Arax Advisory Partners163$10.4K<0.01%013F-HRTimeline
Creekmur Asset Management LLC32$2.07K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.