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Funds Holding LEAD

On this page, we present all of the funds holding LEAD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding LEAD, with a link to that fund's top holdings. The next columns indicate the amount of LEAD stock held by each of the funds holding LEAD, followed by the LEAD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 25 funds holding LEAD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding LEAD), click the fund name in the "Holder" column of the funds-holding-LEAD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC73,116$4,831 03/31/2024
     LEAD73,116$4,831 03/31/2024
Jacobi Capital Management LLC52,212$3,450 03/31/2024
     LEAD52,212$3,450 03/31/2024
Private Advisor Group LLC41,352$2,733 03/31/2024
     LEAD41,352$2,733 03/31/2024
Capital Advisors Ltd. LLC38,158$2,521 03/31/2024
     LEAD38,158$2,521 03/31/2024
Raymond James & Associates30,875$2,040 03/31/2024
     LEAD30,875$2,040 03/31/2024
Ethos Financial Group LLC27,509$1,818 03/31/2024
     LEAD27,509$1,818 03/31/2024
Janney Montgomery Scott LLC27,172$1,796 03/31/2024
     LEAD27,172$1,796 03/31/2024
Tower Research Capital LLC TRC 17,294$1,052 12/31/2023
     LEAD17,294$1,052 12/31/2023
Mcdonald Partners LLC14,972$989 03/31/2024
     LEAD14,972$989 03/31/2024
Diversified LLC11,413$754 03/31/2024
     LEAD11,413$754 03/31/2024
Sage Capital Advisors llc11,094$733 03/31/2024
     LEAD11,094$733 03/31/2024
Dynamic Advisor Solutions LLC10,454$691 03/31/2024
     LEAD10,454$691 03/31/2024
Advisor Group Holdings Inc.10,075$666 03/31/2024
     LEAD10,075$666 03/31/2024
Collaborative Wealth Managment Inc.8,109$536 03/31/2024
     LEAD8,109$536 03/31/2024
Avantax Advisory Services Inc.7,989$528 03/31/2024
     LEAD7,989$528 03/31/2024
Ergawealth Advisors Inc.7,434$491 03/31/2024
     LEAD7,434$491 03/31/2024
Howard Financial Services LTD.7,161$473 03/31/2024
     LEAD7,161$473 03/31/2024
WealthPlan Investment Management LLC5,537$337 12/31/2023
     LEAD5,537$337 12/31/2023
Western Wealth Management LLC4,687$310 03/31/2024
     LEAD4,687$310 03/31/2024
GWM Advisors LLC4,008$265 03/31/2024
     LEAD4,008$265 03/31/2024
Monograph Wealth Advisors LLC4,000$243 12/31/2023
     LEAD4,000$243 12/31/2023
Advisors Preferred LLC2,348$154 03/31/2024
     LEAD2,348$154 03/31/2024
Royal Bank of Canada2,428$148 12/31/2023
     LEAD2,428$148 12/31/2023
UBS Group AG696$46 03/31/2024
     LEAD696$46 03/31/2024
Wells Fargo & Company MN0$0 03/31/2024
     LEAD0$0 03/31/2024
Proequities Inc.0$0 03/31/2024
     LEAD0$0 03/31/2024

See Summary: Institutional Holders of LEAD
See Details: Top 10 Hedge Funds Holding LEAD
Also See: LEAD Holdings Changes

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