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Leader Funds Trust

CIK: 0001766436 Equity
Report date: 2026-03-31
AUM $182M
Expense Ratio
Category Equity
State NY
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-31

Holdings

From latest SEC N-PORT filing · US-listed stocks only

4 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 RILY BRC Group Holdings Inc Since 2026-05-10 05580M108 Equity (Common)
0.82%
$1.49 177,837
2 RIVN Rivian Automotive Inc Since 2026-05-10 76954AAD5 Debt
2.64%
$4.79 5,000,000
3 RILY BRC Group Holdings Inc Since 2026-05-10 05580M835 Equity (Preferred)
0.52%
$0.95 54,941
4 RILY BRC Group Holdings Inc Since 2026-05-10 05580M819 Equity (Preferred)
0.16%
$0.29 18,818