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LeaderShares AlphaFactor US Core Equity ETF

24 hedge funds and large institutions have $93.1M invested in LeaderShares AlphaFactor US Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

5.6% more ownership

Funds ownership: 78.65%84.25% (+5.6%)

4% more funds holding

Funds holding: 2324 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less capital invested

Capital invested by funds: $106M → $93.1M (-$12.5M)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
4
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$54.1M -$2.04M -45,779 -4%
LPL Financial
2
LPL Financial
California
$28.2M -$4M -89,537 -13%
PAG
3
Private Advisor Group
New Jersey
$1.91M -$133K -2,969 -7%
IWM
4
IHT Wealth Management
Illinois
$1.47M +$17.8K +398 +1%
GVAG
5
Great Valley Advisor Group
Delaware
$1.14M -$39.9K -894 -3%
Goldman Sachs
6
Goldman Sachs
New York
$1.04M +$158K +3,549 +18%
Citadel Advisors
7
Citadel Advisors
Florida
$1.02M +$383K +8,571 +61%
Jane Street
8
Jane Street
New York
$804K +$797K +17,845 New
GIA
9
Gladstone Institutional Advisory
Florida
$707K -$549K -12,292 -44%
CAS
10
Coppell Advisory Solutions
Texas
$657K -$37.7K -845 -6%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$449K -$198K -4,444 -31%
APW
12
Aurora Private Wealth
New Jersey
$393K +$389K +8,710 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$323K +$320K +7,158 New
MW
14
Maia Wealth
Colorado
$322K +$4.73K +106 +2%
VA
15
VestGen Advisors
Illinois
$313K +$310K +6,938 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$97.2K
UBS Group
17
UBS Group
Switzerland
$45.9K -$1.4M -31,302 -97%
TAM
18
Tucker Asset Management
Colorado
$20.2K +$20K +447 New
IA
19
IFP Advisors
Florida
$13.7K
Osaic Holdings
20
Osaic Holdings
Arizona
$8.11K
Wells Fargo
21
Wells Fargo
California
$7.53K +$7.46K +167 New
CFP
22
Comprehensive Financial Planning
Pennsylvania
$1.31K
SEP
23
Signature Equity Partners
Ohio
$1.22K +$1.21K +27 New
AWM
24
AE Wealth Management
Kansas
$24 -$14.6K -328 -100%
Mariner
25
Mariner
Kansas
-$5.73M -128,141 Closed

LSAF Hedge Fund Activity: Q4 2025 in Review

24 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) for Q4 2025, worth a combined $93.1M — down 12% from $106M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LSAF positions and 6 closed out — a net gain of 1 holder — while 4 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $797K. The largest seller was Mariner, exiting entirely with an estimated $5.73M sold.

  • 24 institutional investors held LeaderShares AlphaFactor US Core Equity ETF (LSAF) as of Q4 2025, up from 23 in Q3 2025.
  • Funds reported $93.1M of LeaderShares AlphaFactor US Core Equity ETF stock for Q4 2025, down 12% quarter-over-quarter.
  • 7 funds opened new LeaderShares AlphaFactor US Core Equity ETF positions in Q4 2025 and 6 closed out, a net change of +1 holder.
  • The largest LeaderShares AlphaFactor US Core Equity ETF buyer in Q4 2025 was Jane Street, an estimated $797K added.
  • The largest LeaderShares AlphaFactor US Core Equity ETF seller in Q4 2025 was Mariner, an estimated $5.73M sold.

Based on aggregated 13F filings for Q4 2025.