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LeaderShares AlphaFactor US Core Equity ETF

26 hedge funds and large institutions have $125M invested in LeaderShares AlphaFactor US Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $122M → $125M (+$3.39M)

0% more funds holding

Funds holding: 2626 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1.39% less ownership

Funds ownership: 92.18%90.79% (-1.4%)

67% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 15

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
5
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$67.9M -$1.31M -32,884 -2%
LPL Financial
2
LPL Financial
California
$32.6M +$78.8K +1,970 +0.3%
Mariner
3
Mariner
Kansas
$5.58M -$381K -9,522 -7%
PAG
4
Private Advisor Group
New Jersey
$2.35M -$1.27M -31,684 -36%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$2.17M -$1.65M -41,315 -45%
AWS
6
Atria Wealth Solutions
New York
$2.09M -$1.65M -41,275 -46%
UBS Group
7
UBS Group
Switzerland
$1.57M +$613K +15,336 +71%
IWM
8
IHT Wealth Management
Illinois
$1.57M -$1.03M -25,879 -41%
GIA
9
Gladstone Institutional Advisory
Florida
$1.44M -$64K -1,600 -5%
GVAG
10
Great Valley Advisor Group
Delaware
$1.36M +$8.16K +204 +0.6%
Citadel Advisors
11
Citadel Advisors
Florida
$973K +$916K +22,912 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$908K -$22.7K -568 -3%
GLA
13
Good Life Advisors
Pennsylvania
$840K +$5.2K +130 +0.7%
Goldman Sachs
14
Goldman Sachs
New York
$709K +$3.68K +92 +0.6%
CAS
15
Coppell Advisory Solutions
Texas
$648K -$88.3K -2,209 -13%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$606K -$21.9K -547 -4%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$592K +$557K +13,937 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$578K -$82.2K -2,055 -13%
APW
19
Aurora Private Wealth
New Jersey
$404K -$19.9K -498 -5%
MW
20
Maia Wealth
Colorado
$320K -$9.16K -229 -3%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$58.3K -$2.36K -59 -4%
IA
22
IFP Advisors
Florida
$13K
AG
23
AmeriFlex Group
Nevada
$8.85K
Osaic Holdings
24
Osaic Holdings
Arizona
$7.65K
CFP
25
Comprehensive Financial Planning
Pennsylvania
$1.23K

LSAF Hedge Fund Activity: Q2 2025 in Review

26 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) for Q2 2025, worth a combined $125M — up 2.8% from $122M a quarter earlier.

Fund positioning in LSAF was balanced in Q2 2025: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 15 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $916K. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $1.65M.

  • 26 institutional investors held LeaderShares AlphaFactor US Core Equity ETF (LSAF) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $125M of LeaderShares AlphaFactor US Core Equity ETF stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 2 funds opened new LeaderShares AlphaFactor US Core Equity ETF positions in Q2 2025 and 2 closed out, a net change of 0 holders.
  • The largest LeaderShares AlphaFactor US Core Equity ETF buyer in Q2 2025 was Citadel Advisors, an estimated $916K added.
  • The largest LeaderShares AlphaFactor US Core Equity ETF seller in Q2 2025 was Envestnet Portfolio Solutions, an estimated $1.65M sold.

Based on aggregated 13F filings for Q2 2025.