ETF Holders

Who owns LSAF?

Other

LeaderSharesTM AlphaFactor US Core Equity ETF

25 institutions reported holding LSAF, worth $106.5M, in Form 13F filings for June 30, 2026.

13F holders
25
Institutional value
$106.5M
Change from prior quarter
+13.5%
+$12.6M, with price moves
New and sold-out firms
5 / 3
7 added, 9 trimmed

Top 10 institutional holders of LSAF

FirmLocationValueSharesChange
Redwood Investment Management, LLCScottsdale, AZ$61.3M1,183,825−752 shares
LPL Financial LLCFort Mill, SC$30.2M582,713−8,830 shares
Cetera Investment AdvisersSchaumburg, IL$5.8M111,157+13,534 shares
IHT Wealth Management, LLCChicago, IL$1.6M31,548−641 shares
Private Advisor Group, LLCMorristown, NJ$1.6M30,048−2,816 shares
Great Valley Advisor Group, Inc.Wilmington, DE$1.5M28,977+511 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$1.1M20,570+10,666 shares
Coppell Advisory Solutions LLCCoppell, TX$747K14,431New position
Goldman Sachs Group Inc.New York, NY$719K13,886−4,481 shares
VestGen Advisors, LLCChicago, IL$526K10,162+54 shares
15 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns LSAF?

25 institutional managers reported holding LSAF in Form 13F filings for June 30, 2026, worth $106.5M in total. The largest reported position was held by Redwood Investment Management, LLC, at $61.3M.

Did institutions buy or sell LSAF last quarter?

Reported 13F value rose 13.5% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 3 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is LSAF ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.