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Disclosery

ABFL ABACUS FCF ETF TR

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LEADERS ETF (fund)

50 managers (50 13F filers) reported a position in ABFL shares at 2025-06-30, 21,887,586 shares in all. 6 filers opened a position and 8 filers sold out during the quarter.

Managers
50
13F filers
50
New
6
Added
18
Reduced
14
Sold out
8
Shares held by filers
21,887,586

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 & CO7,052,430$499M0.03%+251,25113F-HRTimelineGroup
Dynasty Wealth Management, LLC6,634,697$469M8%-94,76613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,504,909$248M5.34%+201,15313F-HRTimeline
Quotient Wealth Partners, LLC3,099,347$219M6.45%+34,49913F-HRTimeline
Vestmark Advisory Solutions, Inc.590,244$41.8M0.6%new13F-HRTimeline
UNIQUE WEALTH, LLC271,456$19.2M3.1%+73,56713F-HRTimeline
Mariner, LLCin group Mariner, LLC159,757$11.3M0.02%-13,31813F-HRTimelineGroup
Cyndeo Wealth Partners, LLC99,789$7.06M0.42%+6,34913F-HRTimeline
DecisionMap Wealth Management, LLC65,020$4.6M3.16%+2,66013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC62,812$4.44M0.41%-1,17813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC59,065$4.18M<0.01%+3,78713F-HRTimelineGroup
LPL Financial LLC32,645$2.31M<0.01%+1,49713F-HRTimeline
Platform Technology Partners26,480$1.87M0.49%-1,23413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,735$1.54M<0.01%+16713F-HRTimelineGroup
Santori & Peters, Inc.20,623$1.46M0.53%+3013F-HRTimeline
Smart Portfolios, LLC20,491$1.45M1.46%-56013F-HRTimeline
Fairvoy Private Wealth, LLC19,498$1.38M0.34%+18313F-HRTimeline
PUREfi Wealth, LLC18,040$1.28M1.02%+8,99313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,266$1.22M<0.01%+2,25213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,338$873K<0.01%+53213F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB9,745$690K0.01%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP8,400$594K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,051$570K<0.01%-11813F-HRTimeline
Cambridge Investment Research Advisors,…7,503$531K<0.01%-2,43313F-HRTimeline
MBL Wealth, LLC7,225$511K0.05%-2513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,042$498K<0.01%+2,15713F-HRTimelineGroup
SeaCrest Wealth Management, LLC6,737$477K0.05%-12613F-HRTimeline
Tradition Wealth Management, LLC6,601$467K0.04%-91713F-HRTimeline
Madrona Financial Services, LLC5,678$402K0.1%013F-HRTimeline
Resonant Capital Advisors, LLC5,544$392K0.03%013F-HRTimeline
OLD MISSION CAPITAL LLC4,683$331K0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,241$300K0.01%-58813F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…3,491$247K0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,171$224K<0.01%+2,61713F-HR/ATimelineGroup
Kapstone Financial Advisors LLC2,830$200K0.1%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,834$130K<0.01%-77913F-HRTimelineGroup
Geneos Wealth Management Inc.1,670$118K<0.01%-83513F-HRTimeline
Global Retirement Partners, LLC1,107$78.3K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC797$54.6K0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV758$53.6K<0.01%013F-HRTimeline
Brooklyn Investment Group421$29.8K<0.01%new13F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…314$22.2K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…263$18.6K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.240$16K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC221$15.6K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN173$12.2K<0.01%+113F-HRTimelineGroup
Arax Advisory Partners163$11.5K<0.01%013F-HRTimeline
Creekmur Asset Management LLC32$2.29K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG9$637<0.01%-4,27913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.