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LeaderShares AlphaFactor Tactical Focused ETF

25 hedge funds and large institutions have $61.9M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 12 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

4.97% more ownership

Funds ownership: 80.04%85.01% (+5%)

4% more funds holding

Funds holding: 2425 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less capital invested

Capital invested by funds: $77M → $61.9M (-$15M)

75% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 12

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
3
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$32.3M -$136K -3,399 -0.4%
LPL Financial
2
LPL Financial
California
$17M -$2.97M -73,894 -14%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.88M +$398K +9,913 +9%
PAG
4
Private Advisor Group
New Jersey
$1.63M -$372K -9,268 -18%
SWM
5
Spire Wealth Management
Virginia
$1.25M -$1.95M -48,565 -60%
IWM
6
IHT Wealth Management
Illinois
$742K +$14.7K +366 +2%
OMC
7
Old Mission Capital
Illinois
$737K +$761K +18,960 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$684K +$706K +17,593 New
GVAG
9
Great Valley Advisor Group
Delaware
$606K -$45.7K -1,139 -7%
GIA
10
Gladstone Institutional Advisory
Florida
$598K -$361K -9,007 -37%
CAS
11
Coppell Advisory Solutions
Texas
$561K -$20.1K -500 -3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$430K -$642K -15,998 -59%
APW
13
Aurora Private Wealth
New Jersey
$253K +$258K +6,433 New
HI
14
Harbour Investments
Wisconsin
$84.4K -$102K -2,537 -54%
BDPWM
15
Barnes Dennig Private Wealth Management
Ohio
$65.4K -$42.5K -1,058 -39%
BTI
16
Blue Trust Inc
Georgia
$50.4K +$52.1K +1,298 New
UBS Group
17
UBS Group
Switzerland
$33.4K -$1.49M -37,179 -98%
JP Morgan Chase
18
JP Morgan Chase
New York
$15.7K
IA
19
IFP Advisors
Florida
$13.7K
Osaic Holdings
20
Osaic Holdings
Arizona
$12.7K +$40 +1 +0.3%
TAM
21
Tucker Asset Management
Colorado
$7.69K +$7.95K +198 New
Wells Fargo
22
Wells Fargo
California
$7.66K +$7.91K +197 New
SEP
23
Signature Equity Partners
Ohio
$1.09K +$1.12K +28 New
CFP
24
Comprehensive Financial Planning
Pennsylvania
$854
AWM
25
AE Wealth Management
Kansas
$29 -$6.66K -166 -99%

LSAT Hedge Fund Activity: Q4 2025 in Review

25 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) for Q4 2025, worth a combined $61.9M — down 20% from $77M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LSAT positions and 6 closed out — a net gain of 1 holder — while 3 added to existing stakes and 12 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $761K. The largest seller was Mariner, exiting entirely with an estimated $3.23M sold.

  • 25 institutional investors held LeaderShares AlphaFactor Tactical Focused ETF (LSAT) as of Q4 2025, up from 24 in Q3 2025.
  • Funds reported $61.9M of LeaderShares AlphaFactor Tactical Focused ETF stock for Q4 2025, down 20% quarter-over-quarter.
  • 7 funds opened new LeaderShares AlphaFactor Tactical Focused ETF positions in Q4 2025 and 6 closed out, a net change of +1 holder.
  • The largest LeaderShares AlphaFactor Tactical Focused ETF buyer in Q4 2025 was Old Mission Capital, an estimated $761K added.
  • The largest LeaderShares AlphaFactor Tactical Focused ETF seller in Q4 2025 was Mariner, an estimated $3.23M sold.

Based on aggregated 13F filings for Q4 2025.