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LeaderShares AlphaFactor Tactical Focused ETF

20 hedge funds and large institutions have $49.9M invested in LeaderShares AlphaFactor Tactical Focused ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.78% more ownership

Funds ownership: 85.01%85.78% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less capital invested

Capital invested by funds: $61.9M → $49.9M (-$12.1M)

20% less funds holding

Funds holding: 2520 (-5)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
20
Holders Change
-5
Holders Change %
-20%
% of All Funds
0.25%
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
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Redwood Investment Management
Arizona
$24.6M -$8.16M -206,658 -25%
LPL Financial
2
LPL Financial
California
$15.8M -$1.38M -34,884 -8%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.49M -$2.46M -62,350 -50%
OMC
4
Old Mission Capital
Illinois
$1.97M +$1.23M +31,076 +164%
PAG
5
Private Advisor Group
New Jersey
$1.44M -$209K -5,307 -13%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$942K +$249K +6,308 +36%
IWM
7
IHT Wealth Management
Illinois
$748K -$4.78K -121 -0.6%
GVAG
8
Great Valley Advisor Group
Delaware
$722K +$109K +2,752 +18%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$431K -$4.46K -113 -1%
SWM
10
Spire Wealth Management
Virginia
$257K -$1.01M -25,711 -80%
VA
11
VestGen Advisors
Illinois
$248K +$230K +5,826 New
UBS Group
12
UBS Group
Switzerland
$56.2K +$22.3K +566 +66%
HI
13
Harbour Investments
Wisconsin
$48.2K -$37.5K -951 -44%
Osaic Holdings
14
Osaic Holdings
Arizona
$18.2K +$5.33K +135 +41%
AF
15
Allworth Financial
California
$16.7K +$16.7K +423 New
JP Morgan Chase
16
JP Morgan Chase
New York
$15.6K
IA
17
IFP Advisors
Florida
$13.9K
SEP
18
Signature Equity Partners
Ohio
$1.1K
CFP
19
Comprehensive Financial Planning
Pennsylvania
$866
AWM
20
AE Wealth Management
Kansas
$29
GIA
21
Gladstone Institutional Advisory
Florida
-$598K -15,394 Closed
CAS
22
Coppell Advisory Solutions
Texas
-$561K -14,347 Closed
APW
23
Aurora Private Wealth
New Jersey
-$253K -6,433 Closed
BDPWM
24
Barnes Dennig Private Wealth Management
Ohio
-$65.4K -1,683 Closed
BTI
25
Blue Trust Inc
Georgia
-$50.4K -1,298 Closed

LSAT Hedge Fund Activity: Q1 2026 in Review

20 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) for Q1 2026, worth a combined $49.9M — down 19% from $61.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LSAT and 2 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 5 added.

The largest buyer was Old Mission Capital, adding an estimated $1.23M. The largest seller was Redwood Investment Management, cutting an estimated $8.16M.

  • 20 institutional investors held LeaderShares AlphaFactor Tactical Focused ETF (LSAT) as of Q1 2026, down from 25 in Q4 2025.
  • Funds reported $49.9M of LeaderShares AlphaFactor Tactical Focused ETF stock for Q1 2026, down 19% quarter-over-quarter.
  • 2 funds opened new LeaderShares AlphaFactor Tactical Focused ETF positions in Q1 2026 and 6 closed out, a net change of -4 holders.
  • The largest LeaderShares AlphaFactor Tactical Focused ETF buyer in Q1 2026 was Old Mission Capital, an estimated $1.23M added.
  • The largest LeaderShares AlphaFactor Tactical Focused ETF seller in Q1 2026 was Redwood Investment Management, an estimated $8.16M sold.

Based on aggregated 13F filings for Q1 2026.