LSAT Institutional Ownership & Shareholders
LEADERSHARES ALPHAFACT TACT (LSAT) is currently held by 18 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $27.45M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of LSAT tracked by InsiderSet, reporting ownership valued at approximately $17.65M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.87M, representing an estimated gain of +1.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed LSAT value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Cetera Investment Advisers, Old Mission Capital Llc, and several other long-term asset managers with concentrated positions in LEADERSHARES ALPHAFACT TACT (LSAT).
This page ranks the largest institutional LSAT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
18
Total Reported Value
$27.45M
Largest Holder
Lpl Financial Llc
Largest Position
$17.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 394,779 | $17,645,151 | $17,874,488 | +$229,337 | +1.30% | |
| Cetera Investment Advisers | 0.00% | 71,491 | $3,195,396 | $3,236,912 | +$41,516 | +1.30% | |
| Old Mission Capital Llc | 0.06% | 49,529 | $2,213,763 | $2,242,534 | +$28,771 | +1.30% | |
| Private Advisor Group, Llc | 0.01% | 30,090 | $1,344,925 | $1,362,391 | +$17,466 | +1.30% | |
| Great Valley Advisor Group, Inc. | 0.01% | 18,894 | $844,510 | $855,467 | +$10,957 | +1.30% | |
| Iht Wealth Management, Llc | 0.02% | 18,635 | $832,910 | $843,741 | +$10,831 | +1.30% | |
| Coppell Advisory Solutions Llc | 0.05% | 14,347 | $642,242 | $649,592 | +$7,350 | +1.14% | |
| Vestgen Advisors, Llc | 0.01% | 5,854 | $261,652 | $265,053 | +$3,401 | +1.30% | |
| Susquehanna International Group, Llp | 0.00% | 5,507 | $246,143 | $249,342 | +$3,199 | +1.30% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,268 | $56,675 | $57,411 | +$736 | +1.30% | |
| Harbour Investments, Inc. | 0.00% | 1,113 | $49,747 | $50,394 | +$647 | +1.30% | |
| Redwood Investment Management, Llc | 4.20% | 1,071,969 | $43,097 | $48,535,755 | +$48,492,658 | +112519.80% | |
| Spire Wealth Management | 0.00% | 656 | $29,343 | $29,702 | +$359 | +1.22% | |
| Osaic Holdings, Inc. | 0.00% | 487 | $21,806 | $22,050 | +$244 | +1.12% | |
| Jpmorgan Chase & Co | 0.00% | 404 | $18,085 | $18,292 | +$207 | +1.14% | |
| Signature Equity Partners, Llc | 0.00% | 28 | $1,252 | $1,268 | +$16 | +1.26% | |
| Comprehensive Financial Planning, Inc./Pa | 0.00% | 22 | $983 | $996 | +$13 | +1.33% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 11,101 | $496 | $502,622 | +$502,126 | +101235.12% |
Frequently asked questions about LSAT
Who are the largest institutional holders of LSAT?
The largest institutional holders of LSAT reported in the latest SEC Form 13F filings include Lpl Financial Llc, Cetera Investment Advisers, Old Mission Capital Llc, Private Advisor Group, Llc, and Great Valley Advisor Group, Inc.. InsiderSet ranks institutional holders by their latest reported LSAT position.
What is LSAT institutional ownership?
This page tracks LSAT positions reported by institutional investment managers through SEC Form 13F. LEADERSHARES ALPHAFACT TACT (LSAT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LSAT?
InsiderSet currently tracks 18 institutional managers reporting LSAT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LSAT shareholders.
How much LSAT stock do institutions own?
Institutional investment managers disclosed approximately $27.45M in LSAT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LSAT institutional ownership last updated?
The latest LSAT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LSAT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LSAT position after the reporting date.
Are institutions buying or selling LSAT?
Institutional buying and selling can be analyzed by comparing LSAT positions across consecutive 13F reporting periods. InsiderSet's LSAT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LSAT ownership changes.
How has LSAT institutional ownership changed over time?
InsiderSet tracks LSAT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.