Leadershares Activist Leader

CUSIP: 90214Q717 | 60 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2025

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LPL Financial LLC102,034

0.0% of portfolio$3.5M

Cambridge Investment Research Advisors, Inc.37,006

0.0% of portfolio$1.3K

Flow Traders U.S. LLC12,516

0.0% of portfolio$423

Gladstone Institutional Advisory LLC9,319

0.0% of portfolio$315.3K

Coppell Advisory Solutions LLC7,936

0.0% of portfolio$267.7K

Morgan Stanley890

0.0% of portfolio$30.1K

JPMorgan Chase & Co266

0.0% of portfolio$9.0K

Wealth Watch Advisors, Inc239

0.0% of portfolio$8.1K

Osaic Holdings, Inc.161

0.0% of portfolio$5.4K

0.0% of portfolio$846

AE Wealth Management LLC0

0.0% of portfolio$4

				Style	Turnover	Location	Filed
LPL Financial LLC	102,034	$3.5M	0.0%	Index	Very Low	Fort Mill, SC	2025-11-12
Cambridge Investment Research Advisors, Inc.	37,006	$1.3K	0.0%	ETF	Low	Fairfield, IA	2025-11-12
Flow Traders U.S. LLC	12,516	$423	0.0%	ETF	Very High	New York, NY	2025-11-14
Gladstone Institutional Advisory LLC	9,319	$315.3K	0.0%	ETF	Low	Bedminster, NJ	2025-10-22
Coppell Advisory Solutions LLC	7,936	$267.7K	0.0%	ETF	Medium	Coppell, TX	2025-11-14
Morgan Stanley	890	$30.1K	0.0%	Core	Low	New York, NY	2026-05-27
JPMorgan Chase & Co	266	$9.0K	0.0%	Growth	Medium	New York, NY	2025-11-26
Wealth Watch Advisors, Inc	239	$8.1K	0.0%	ETF	Medium	Englewood, CO	2025-11-13
Osaic Holdings, Inc.	161	$5.4K	0.0%	Index	Low	Scottsdale, AZ	2025-11-14
UBS Group AG	25	$846	0.0%	Core	Medium	Zurich, Switzerland	2025-11-13
AE Wealth Management LLC	0	$4	0.0%	Core	Medium	Topeka, KS	2025-11-03