Family: | LeaderShares |
Name: | LeaderShares Activist Leaders ETF |
Inception Date: | 26-Oct-2020 |
Termination Date: | |
Investment Objective: | The LeaderShares Activist Leaders ETF seeks to generate long-term capital growth. The Fund is an actively managed exchange-traded fund ( ETF ) that employs an investment approach that focuses on equity securities that are the target of shareholder activism. These equity securities are identified using a proprietary quantitative methodology built on the foundation of tracking legally mandated filings known as "13D" filings that are submitted with the Securities and Exchange Commission ( SEC ). Rules adopted under the Securities Exchange Act of 1934 require a shareholder that acquires, with an activist intent, more than 5% of a companys shares to file a form with the SEC known as a Schedule 13D that discloses the investors identity and the investors purpose in acquiring those shares. |
Prospectus | |
Top 10 Holdings | ||
GODADDY INC-A | GDDY | 3.9321% |
INSIGHT ENTERPRI | NSIT | 3.8072% |
SOUTHWEST GAS HO | SWX | 3.7848% |
MERCURY SYSTEMS | MRCY | 3.7659% |
INNOVIVA INC | INVA | 3.7580% |
JETBLUE AIRWAYS | JBLU | 3.7066% |
DANA INC | DAN | 3.6981% |
BLOOMIN' BRANDS | BLMN | 3.6871% |
TREEHOUSE FOODS | THS | 3.6627% |
ALGONQUIN POWER | AQN | 3.6370% |
Top 10 Holdings Weight: | 37.4% |
Number of Holdings: | 52 |
Shares Outstanding: | 2,550,000 |
Total Net Assets: | 82,685,020 |
NAV: | 32.43 |
Net Expense Ratio: | 0.75% |
Asset Class: | Equities (Stocks) |
Developed or Emerging: | Developed Market Funds |
Country: | US |
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Market Cap: | Large & Mid Cap |
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Is Currency Hedged: | No |
US or Ex-US: | Domestic |