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LSAT Institutional Ownership

LeaderShares AlphaFactor Tactical Focused ETF
1W: -0.9% 1M: -5.3% 3M: -2.2% YTD: +14.4% 1Y: +10.1% 3Y: +40.3% 5Y: +39.7%
$44.55
+0.27 (+0.61%)
 
Weekly Expected Move ±1.6%
$43 $44 $45 $45 $46
ETF AMEX · AUM $63.5M

Institutional Ownership — LSAT

24
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
55M
Total Invested
4
New Positions
5
Increased
11
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (30 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Redwood Investment Management, LLC 609,585 $27M -15,505 -2.5% 23Q SEC ↗
2 LPL Financial LLC 394,779 $18M -6,657 -1.7% 23Q SEC ↗
3 Cetera Investment Advisers 71,491 $3M +8,188 +12.9% 15Q SEC ↗
4 OLD MISSION CAPITAL LLC 49,529 $2M -507 -1.0% 3Q SEC ↗
5 Private Advisor Group, LLC 30,090 $1M -6,519 -17.8% 23Q SEC ↗
6 GREAT VALLEY ADVISOR GROUP, INC. 18,894 $842K +560 +3.1% 9Q SEC ↗
7 IHT Wealth Management, LLC 18,635 $830K -340 -1.8% 18Q SEC ↗
8 Coppell Advisory Solutions LLC NEW 14,347 $639K — +0.0% 1Q SEC ↗
9 Cambridge Investment Research Advisors 11,101 $495K +153 +1.4% 20Q SEC ↗
10 VestGen Advisors, LLC 5,854 $261K +28 +0.5% 2Q SEC ↗
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,507 $245K -18,394 -77.0% 3Q SEC ↗
12 Steward Partners Investment Advisory, NEW 1,268 $56K — +0.0% 1Q SEC ↗
13 HARBOUR INVESTMENTS, INC. 1,113 $50K -109 -8.9% 17Q SEC ↗
14 Spire Wealth Management 656 $29K -5,872 -90.0% 11Q SEC ↗
15 Global Retirement Partners, LLC NEW 647 $29K — +0.0% 1Q SEC ↗
16 OSAIC HOLDINGS, INC. 487 $22K +25 +5.4% 8Q SEC ↗
17 JPMORGAN CHASE & CO 404 $18K — +0.0% 6Q SEC ↗
18 Integrated Wealth Concepts LLC NEW 144 $6K — +0.0% 1Q SEC ↗
19 Signature Equity Partners, LLC 28 $1K — +0.0% 3Q SEC ↗
20 Comprehensive Financial Planning, Inc. 22 $1K — +0.0% 7Q SEC ↗
21 AE Wealth Management LLC 1 $0K — +0.0% 7Q SEC ↗
22 Aurora Private Wealth, Inc. 0 $0K -6,433 -100.0% 1Q SEC ↗
23 TUCKER ASSET MANAGEMENT LLC 0 $0K -198 -100.0% 1Q SEC ↗
24 Allworth Financial LP 0 $0K -423 -100.0% 1Q SEC ↗
25 UBS Group AG 0 $0K -1,425 -100.0% 15Q SEC ↗
26 WELLS FARGO & COMPANY/MN 0 $0K -197 -100.0% 1Q SEC ↗
27 Blue Trust, Inc. 0 $0K -1,298 -100.0% 1Q SEC ↗
28 IFP Advisors, Inc 0 $0K -353 -100.0% 13Q SEC ↗
29 Gladstone Institutional Advisory LLC 0 $0K -15,394 -100.0% 16Q SEC ↗
30 Barnes Dennig Private Wealth Managemen 0 $0K -1,683 -100.0% 4Q SEC ↗

Recent Activity

Biggest Increases (5)
HolderAddedChange %Total Shares
Cetera Investment Advisers +8,188 +12.9% 71,491
GREAT VALLEY ADVISOR GROUP, INC. +560 +3.1% 18,894
Cambridge Investment Research Advis +153 +1.4% 11,101
VestGen Advisors, LLC +28 +0.5% 5,854
OSAIC HOLDINGS, INC. +25 +5.4% 487
Biggest Decreases (8)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -18,394 -77.0% 5,507
Redwood Investment Management, LLC -15,505 -2.5% 609,585
LPL Financial LLC -6,657 -1.7% 394,779
Private Advisor Group, LLC -6,519 -17.8% 30,090
Spire Wealth Management -5,872 -90.0% 656
OLD MISSION CAPITAL LLC -507 -1.0% 49,529
IHT Wealth Management, LLC -340 -1.8% 18,635
HARBOUR INVESTMENTS, INC. -109 -8.9% 1,113

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