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LSAF Institutional Ownership

LeaderSharesTM AlphaFactor US Core Equity ETF
1W: -0.4% 1M: -4.0% 3M: +1.4% YTD: +18.0% 1Y: +22.0% 3Y: +72.9% 5Y: +66.4%
$53.74
+0.19 (+0.36%)
 
Weekly Expected Move ±1.6%
$52 $53 $54 $55 $55
ETF AMEX · AUM $116.4M

Institutional Ownership — LSAF

29
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
106M
Total Invested
6
New Positions
7
Increased
12
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (33 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Redwood Investment Management, LLC 1,183,825 64M -752 -0.1% 31Q SEC ↗
2 LPL Financial LLC 582,713 31M -8,830 -1.5% 26Q SEC ↗
3 Cetera Investment Advisers 111,157 6M +13,534 +13.9% 2Q SEC ↗
4 IHT Wealth Management, LLC 31,548 2M -641 -2.0% 18Q SEC ↗
5 Private Advisor Group, LLC 30,048 2M -2,816 -8.6% 25Q SEC ↗
6 GREAT VALLEY ADVISOR GROUP, INC. 28,977 2M +511 +1.8% 9Q SEC ↗
7 Coppell Advisory Solutions LLC NEW 14,431 776K — +0.0% 1Q SEC ↗
8 GOLDMAN SACHS GROUP INC 13,886 746K -4,481 -24.4% 13Q SEC ↗
9 Cambridge Investment Research Advisors 10,285 553K +381 +3.8% 20Q SEC ↗
10 VestGen Advisors, LLC 10,162 546K +54 +0.5% 3Q SEC ↗
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,554 352K +564 +9.4% 3Q SEC ↗
12 Aurora Private Wealth, Inc. 6,124 329K -2,586 -29.7% 3Q SEC ↗
13 Maia Wealth LLC 6,092 327K -805 -11.7% 8Q SEC ↗
14 FMR LLC 2,243 121K +88 +4.1% 12Q SEC ↗
15 Steward Partners Investment Advisory, NEW 2,151 116K — +0.0% 1Q SEC ↗
16 HARBOUR INVESTMENTS, INC. 2,072 111K -195 -8.6% 2Q SEC ↗
17 UBS Group AG 1,731 93K -2,803 -61.8% 10Q SEC ↗
18 Global Retirement Partners, LLC NEW 520 28K — +0.0% 1Q SEC ↗
19 OSAIC HOLDINGS, INC. 411 22K +27 +7.0% 8Q SEC ↗
20 VANGUARD ADVISERS INC 348 19K — +0.0% 2Q SEC ↗
21 Integrated Wealth Concepts LLC NEW 268 14K — +0.0% 1Q SEC ↗
22 JPMORGAN CHASE & CO NEW 223 12K — +0.0% 1Q SEC ↗
23 Comprehensive Financial Planning, Inc. 29 2K — +0.0% 7Q SEC ↗
24 Signature Equity Partners, LLC 27 1K — +0.0% 3Q SEC ↗
25 AE Wealth Management LLC 1 0K — +0.0% 7Q SEC ↗
26 MERCER GLOBAL ADVISORS INC /ADV NEW 1 0K — +0.0% 1Q SEC ↗
27 WELLS FARGO & COMPANY/MN 0 0K -167 -100.0% 1Q SEC ↗
28 IFP Advisors, Inc 0 0K -305 -100.0% 13Q SEC ↗
29 TUCKER ASSET MANAGEMENT LLC 0 0K -447 -100.0% 1Q SEC ↗
30 CITADEL ADVISORS LLC 0 0K -22,711 -100.0% 3Q SEC ↗
31 Allworth Financial LP 0 0K -514 -100.0% 1Q SEC ↗
32 Gladstone Institutional Advisory LLC 0 0K -6,103 -100.0% 17Q SEC ↗
33 JANE STREET GROUP, LLC 0 0K -17,845 -100.0% 1Q SEC ↗
Biggest Increases (7)
HolderAddedChange %Total Shares
Cetera Investment Advisers +13,534 +13.9% 111,157
SUSQUEHANNA INTERNATIONAL GROUP, LL +564 +9.4% 6,554
GREAT VALLEY ADVISOR GROUP, INC. +511 +1.8% 28,977
Cambridge Investment Research Advis +381 +3.8% 10,285
FMR LLC +88 +4.1% 2,243
VestGen Advisors, LLC +54 +0.5% 10,162
OSAIC HOLDINGS, INC. +27 +7.0% 411
Biggest Decreases (9)
HolderReducedChange %Total Shares
LPL Financial LLC -8,830 -1.5% 582,713
GOLDMAN SACHS GROUP INC -4,481 -24.4% 13,886
Private Advisor Group, LLC -2,816 -8.6% 30,048
UBS Group AG -2,803 -61.8% 1,731
Aurora Private Wealth, Inc. -2,586 -29.7% 6,124
Maia Wealth LLC -805 -11.7% 6,092
Redwood Investment Management, LLC -752 -0.1% 1,183,825
IHT Wealth Management, LLC -641 -2.0% 31,548
HARBOUR INVESTMENTS, INC. -195 -8.6% 2,072

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms