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Disclosery

ABFL ABACUS FCF ETF TR

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LEADERS ETF (fund)

46 managers (46 13F filers) reported a position in ABFL shares at 2025-09-30, 23,843,098 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
46
13F filers
46
New
2
Added
20
Reduced
12
Sold out
5
Shares held by filers
23,843,098

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Dynasty Wealth Management, LLC7,972,304$574M7.66%+1,337,60713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,411,395$533M0.03%+358,96513F-HR/ATimelineGroup
SAGESPRING WEALTH PARTNERS, LLC4,267,381$268M5.25%+762,47213F-HRTimeline
Quotient Wealth Partners, LLC3,163,546$228M6.24%+64,19913F-HRTimeline
UNIQUE WEALTH, LLC317,760$22.9M3.35%+46,30413F-HRTimeline
Mariner, LLCin group Mariner, LLC143,596$10.3M0.01%-16,16113F-HRTimelineGroup
Cyndeo Wealth Partners, LLC103,756$7.47M0.42%+3,96713F-HRTimeline
DecisionMap Wealth Management, LLC66,254$4.77M3.06%+1,23413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC60,278$4.34M0.37%-2,53413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC58,214$4.19M<0.01%-85113F-HRTimelineGroup
LPL Financial LLC34,232$2.46M<0.01%+1,58713F-HRTimeline
Platform Technology Partners26,297$1.89M0.45%-18313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,921$1.58M<0.01%+18613F-HRTimelineGroup
Smart Portfolios, LLC20,285$1.46M1.41%-20613F-HRTimeline
Fairvoy Private Wealth, LLC19,985$1.44M0.33%+48713F-HRTimeline
PUREfi Wealth, LLC19,288$1.39M1.07%+1,24813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,728$1.28M<0.01%+46213F-HRTimelineGroup
Santori & Peters, Inc.16,388$1.18M0.42%-4,23513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,268$883K<0.01%-7013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP9,500$684K<0.01%+1,10013F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,067$581K<0.01%+1613F-HRTimeline
Traveka Wealth, LLC7,168$516K0.23%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,049$507K<0.01%+713F-HRTimelineGroup
MBL Wealth, LLC6,925$498K0.04%-30013F-HRTimeline
Tradition Wealth Management, LLC6,601$475K0.04%013F-HRTimeline
Cambridge Investment Research Advisors,…6,500$468K<0.01%-1,00313F-HRTimeline
SeaCrest Wealth Management, LLC5,969$430K0.05%-76813F-HRTimeline
Madrona Financial Services, LLC5,678$409K0.09%013F-HRTimeline
Resonant Capital Advisors, LLC5,544$399K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,785$345K<0.01%+1,61413F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,241$305K0.01%013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…3,875$279K0.03%+38413F-HRTimeline
Cornerstone Planning Group LLC1,158$144K0.02%+36113F-HRTimeline
Geneos Wealth Management Inc.1,670$120K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,581$114K<0.01%-25313F-HR/ATimelineGroup
Global Retirement Partners, LLC1,107$79.7K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV758$54.6K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…559$40.2K<0.01%+29613F-HRTimelineGroup
CoreCap Advisors, LLC359$25.8K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…314$22.6K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.240$17.3K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC221$15.9K<0.01%013F-HRTimelineGroup
Arax Advisory Partners163$11.7K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG157$11.3K<0.01%+14813F-HRTimelineGroup
Creekmur Asset Management LLC32$2.33K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$87<0.01%-17213F-HRTimelineGroup