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Leadershares Alphafact Tact (LSAT)

CUSIP: 90214Q691 | NYSE | 70 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC103,132
0.0% of portfolio›$4.7M
Cambridge Investment Research Advisors, Inc.8,771
0.0% of portfolio›$385
VestGen Advisors, LLC5,579
0.0% of portfolio›$245.2K
Spire Wealth Management371
0.0% of portfolio›$16.3K
Sima Wealth Partners, LLC208
0.0% of portfolio›$9.1K
Signature Equity Partners, LLC28
0.0% of portfolio›$1.2K
Comprehensive Financial Planning, Inc.22
0.0% of portfolio›$966
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
103,132$4.7M0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
8,771$3850.0%ETFLowFairfield, IA2026-11-02
VestGen Advisors, LLC
5,579$245.2K0.0%GrowthMediumChicago, IL2026-10-27
Spire Wealth Management
371$16.3K0.0%GrowthMediumMclean, VA2026-10-30
Sima Wealth Partners, LLC
208$9.1K0.0%ETFVery LowRichmond, VA2026-10-19
Signature Equity Partners, LLC
28$1.2K0.0%GrowthMediumColumbus, OH2026-10-29
Comprehensive Financial Planning, Inc.
22$9660.0%Agg GrowthLowEast Petersburg, PA2026-10-27