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LeaderShares AlphaFactor Tactical Focused ETF

29 hedge funds and large institutions have $87.1M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.69% less ownership

Funds ownership: 89.7%89% (-0.69%)

9% less funds holding

Funds holding: 3229 (-3)

10% less capital invested

Capital invested by funds: $96.3M → $87.1M (-$9.25M)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

85% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 20

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
3
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$39.2M -$1.25M -32,033 -3%
LPL Financial
2
LPL Financial
California
$21.9M -$1,000K -25,690 -4%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.22M +$630K +16,197 +18%
SWM
4
Spire Wealth Management
Virginia
$3.4M -$1.82M -46,720 -35%
Mariner
5
Mariner
Kansas
$3.16M -$266K -6,843 -8%
PAG
6
Private Advisor Group
New Jersey
$2.89M -$1.65M -42,337 -37%
UBS Group
7
UBS Group
Switzerland
$1.45M +$674K +17,307 +90%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$1.38M -$1.19M -30,517 -47%
AWS
9
Atria Wealth Solutions
New York
$1.33M -$1.19M -30,484 -47%
GIA
10
Gladstone Institutional Advisory
Florida
$1.08M -$49.9K -1,283 -4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.05M -$3.31K -85 -0.3%
IWM
12
IHT Wealth Management
Illinois
$852K -$622K -15,987 -43%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$794K -$55.3K -1,420 -7%
GVAG
14
Great Valley Advisor Group
Delaware
$752K +$467 +12 +0.1%
GLA
15
Good Life Advisors
Pennsylvania
$741K -$40.1K -1,029 -5%
CAS
16
Coppell Advisory Solutions
Texas
$587K -$45.3K -1,163 -7%
Citadel Advisors
17
Citadel Advisors
Florida
$568K +$559K +14,353 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$414K -$74.8K -1,922 -16%
APW
19
Aurora Private Wealth
New Jersey
$412K -$10.8K -277 -3%
HI
20
Harbour Investments
Wisconsin
$300K -$1.13K -29 -0.4%
YWM
21
Yardley Wealth Management
Pennsylvania
$206K -$35.5K -913 -15%
MW
22
Maia Wealth
Colorado
$203K -$9.77K -251 -5%
BDPWM
23
Barnes Dennig Private Wealth Management
Ohio
$108K
JP Morgan Chase
24
JP Morgan Chase
New York
$16K -$1.64K -42 -9%
IA
25
IFP Advisors
Florida
$14K

LSAT Hedge Fund Activity: Q2 2025 in Review

29 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) for Q2 2025, worth a combined $87.1M — down 9.6% from $96.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of LSAT and 1 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 3 added.

The largest buyer was UBS Group, adding an estimated $674K. The largest seller was Spire Wealth Management, cutting an estimated $1.82M.

  • 29 institutional investors held LeaderShares AlphaFactor Tactical Focused ETF (LSAT) as of Q2 2025, down from 32 in Q1 2025.
  • Funds reported $87.1M of LeaderShares AlphaFactor Tactical Focused ETF stock for Q2 2025, down 9.6% quarter-over-quarter.
  • 1 fund opened new LeaderShares AlphaFactor Tactical Focused ETF positions in Q2 2025 and 4 closed out, a net change of -3 holders.
  • The largest LeaderShares AlphaFactor Tactical Focused ETF buyer in Q2 2025 was UBS Group, an estimated $674K added.
  • The largest LeaderShares AlphaFactor Tactical Focused ETF seller in Q2 2025 was Spire Wealth Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2025.