LPL Financial
LSAF icon

LPL Financial’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

LPL Financial’s Portfolio LSAF Stock Details LSAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.2M Sell
591,543
-33,550
-5% -$1.56M 0.01% 1271
2025
Q4 		$28.2M Sell
625,093
-89,537
-13% -$4M 0.01% 1179
2025
Q3 		$32M Sell
714,630
-53,653
-7% -$2.34M 0.01% 1075
2025
Q2 		$32.6M Buy
768,283
+1,970
+0.3% +$78.8K 0.01% 975
2025
Q1 		$30.3M Sell
766,313
-4,504
-0.6% -$186K 0.01% 917
2024
Q4 		$31.2M Sell
770,817
-12,578
-2% -$531K 0.01% 860
2024
Q3 		$32.4M Buy
783,395
+11,203
+1% +$437K 0.01% 801
2024
Q2 		$29.2M Sell
772,192
-106,504
-12% -$4.02M 0.01% 800
2024
Q1 		$34.4M Buy
878,696
+3,185
+0.4% +$115K 0.02% 693
2023
Q4 		$30.2M Buy
875,511
+138,912
+19% +$4.5M 0.02% 693
2023
Q3 		$23.3M Buy
736,599
+166,904
+29% +$5.4M 0.02% 741
2023
Q2 		$18.1M Buy
569,695
+31,396
+6% +$950K 0.01% 839
2023
Q1 		$16.4M Buy
538,299
+125,797
+30% +$3.91M 0.01% 848
2022
Q4 		$12.4M Buy
412,502
+78,027
+23% +$2.35M 0.01% 912
2022
Q3 		$8.98M Buy
334,475
+117,988
+55% +$3.43M 0.01% 1020
2022
Q2 		$5.96M Buy
216,487
+53,259
+33% +$1.63M 0.01% 1273
2022
Q1 		$5.3M Buy
163,228
+26,608
+19% +$881K ﹤0.01% 1399
2021
Q4 		$4.78M Buy
136,620
+47,548
+53% +$1.62M ﹤0.01% 1485
2021
Q3 		$2.86M Buy
89,072
+11,178
+14% +$372K ﹤0.01% 1780
2021
Q2 		$2.55M Buy
77,894
+1,562
+2% +$50.7K ﹤0.01% 1784
2021
Q1 		$2.38M Buy
76,332
+13,347
+21% +$398K ﹤0.01% 1718
2020
Q4 		$1.8M Sell
62,985
-21,766
-26% -$587K ﹤0.01% 1730
2020
Q3 		$2.12M Buy
84,751
+1,183
+1% +$29.4K ﹤0.01% 1420
2020
Q2 		$1.96M Buy
83,568
+11,452
+16% +$251K ﹤0.01% 1360
2020
Q1 		$1.37M Buy
+72,116
New +$1.76M ﹤0.01% 1419

Other funds holding LSAF

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

LPL Financial's LSAF Position: Q1 2026 in Review

LPL Financial reduced its LeaderShares AlphaFactor US Core Equity ETF (LSAF) stake by 5.4% in Q1 2026, selling an estimated $1.56M and leaving 591,543 shares worth $27.2M. The position accounts for 0.01% of the portfolio, ranked #1271.

LPL Financial first reported a position in LSAF in Q1 2020 and has held it in 25 quarters since. The position peaked at $34.4M in Q1 2024. 23 funds tracked by Wall St. Rank hold LSAF as of Q1 2026.

  • LPL Financial held 591,543 shares of LeaderShares AlphaFactor US Core Equity ETF worth $27.2M as of Q1 2026.
  • LPL Financial sold 33,550 LeaderShares AlphaFactor US Core Equity ETF shares in Q1 2026, an estimated $1.56M.
  • LeaderShares AlphaFactor US Core Equity ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1271 holding.
  • LPL Financial first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q1 2020 and has held it in 25 quarters since.
  • LPL Financial's LeaderShares AlphaFactor US Core Equity ETF position peaked at $34.4M in Q1 2024.
  • 23 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.