LEADERSHARES ALPHAFACT TACT (LSAT) Institutional Ownership Changes & 13F Activity

LEADERSHARES ALPHAFACT TACT (LSAT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Cetera Investment Advisers, Private Advisor Group, Llc, Spire Wealth Management, and Iht Wealth Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Redwood Investment Management, LlcSell-3,399-0.4%831,748$32.32KQ4 2025Aug 26, 2026
Cetera Investment AdvisersBuy+125,653—125,653$4.88MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+41,916—41,916$1.63MQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+19,096—19,096$742.07KQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+18,960—18,960$736.78KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+17,593—17,593$683.66KQ4 2025Feb 17, 2026
Gladstone Institutional Advisory LlcBuy+15,394—15,394$598.21KQ4 2025Feb 17, 2026
Coppell Advisory Solutions LlcBuy+14,347—14,347$561.18KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+327—327$12.74KQ4 2025Feb 17, 2026
Signature Equity Partners, LlcBuy+28—28$1.09KQ4 2025Feb 17, 2026
Wells Fargo & Company/MnBuy+197—197$7.66KQ4 2025Feb 13, 2026
Great Valley Advisor Group, Inc.Buy+15,582—15,582$605.53KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+436,320—436,320$16.96MQ4 2025Feb 11, 2026
Jpmorgan Chase & CoBuy+404—404$15.70KQ4 2025Feb 11, 2026
Comprehensive Financial Planning, Inc./PaBuy+22—22$854.00Q4 2025Feb 11, 2026
Harbour Investments, Inc.Buy+2,173—2,173$84.44KQ4 2025Feb 09, 2026
Ifp Advisors, IncBuy+353—353$13.72KQ4 2025Feb 06, 2026
Cambridge Investment Research Advisors, Inc.Buy+11,061—11,061$430.00KQ4 2025Feb 05, 2026
Aurora Private Wealth, Inc.Buy+6,433—6,433$253.00KQ4 2025Feb 02, 2026
Ubs Group AgBuy+859—859$33.38KQ4 2025Jan 29, 2026
Ae Wealth Management LlcBuy+1—1$29.00Q4 2025Jan 26, 2026
Blue Trust, Inc.Buy+1,298—1,298$50.44KQ4 2025Jan 16, 2026
Spire Wealth ManagementBuy+32,239—32,239$1.25MQ4 2025Jan 14, 2026
Barnes Dennig Private Wealth Management LlcBuy+1,683—1,683$65.40KQ4 2025Jan 14, 2026
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Frequently asked questions about LSAT activity

  • Which institutional owners are buying LSAT?

    Institutional owners buying LSAT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in LSAT activity?

    "Buy" means an investor increased their reported position in LSAT compared to the prior reporting period. This reflects growing exposure to LEADERSHARES ALPHAFACT TACT (LSAT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LSAT increasing?

    Institutional interest in LSAT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.