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Leadershares Alphafact Tact (LSAT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares458,739 from 394,779
Change+63,960 (+16%)
Value$20.2M (+$2.5M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW
Shares103,132
Change+103,132
Value$4.7M
Filed 2026-10-13
Great Valley Advisor Group, Inc.
INCREASED
Shares22,346 from 18,894
Change+3,452 (+18%)
Value$982.1K (+$137.6K)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares8,771 from 11,101
Change-2,330 (-21%)
Value$385 (-$495.6K)
Filed 2026-11-02
VestGen Advisors, LLC
DECREASED
Shares5,579 from 5,854
Change-275 (-5%)
Value$245.2K (-$16.5K)
Filed 2026-10-27
Harbour Investments, Inc.
DECREASED
Shares641 from 1,113
Change-472 (-42%)
Value$28.2K (-$21.6K)
Filed 2026-11-09
Spire Wealth Management
DECREASED
Shares371 from 656
Change-285 (-43%)
Value$16.3K (-$13.0K)
Filed 2026-10-30
Sima Wealth Partners, LLC
NEW
Shares208
Change+208
Value$9.1K
Filed 2026-10-19
Signature Equity Partners, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.2K (-$21)
Filed 2026-10-29
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$966 (-$17)
Filed 2026-10-27
Redwood Investment Management, LLC
N/A
Shares— from 609,585
Change-609,585 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 71,491
Change-71,491 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 49,529
Change-49,529 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 30,090
Change-30,090 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 18,635
Change-18,635 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 14,347
Change-14,347 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,507
Change-5,507 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 487
Change-487 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 404
Change-404 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED458,739394,779+63,960+16%$17.6M$20.2M+$2.5M2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW103,132—+103,132——$4.7M—2026-10-13
Great Valley Advisor Group, Inc.
INCREASED22,34618,894+3,452+18%$844.5K$982.1K+$137.6K2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED8,77111,101-2,330-21%$496.0K$385-$495.6K2026-11-02
VestGen Advisors, LLC
DECREASED5,5795,854-275-5%$261.7K$245.2K-$16.5K2026-10-27
Harbour Investments, Inc.
DECREASED6411,113-472-42%$49.7K$28.2K-$21.6K2026-11-09
Spire Wealth Management
DECREASED371656-285-43%$29.3K$16.3K-$13.0K2026-10-30
Sima Wealth Partners, LLC
NEW208—+208——$9.1K—2026-10-19
Signature Equity Partners, LLC
UNCHANGED282800%$1.3K$1.2K-$212026-10-29
Comprehensive Financial Planning, Inc.
UNCHANGED222200%$983$966-$172026-10-27
Redwood Investment Management, LLC
N/A—609,585-609,585-100%$27.2M———
Cetera Investment Advisers
N/A—71,491-71,491-100%$3.2M———
Old Mission Capital LLC
N/A—49,529-49,529-100%$2.2M———
Private Advisor Group, LLC
N/A—30,090-30,090-100%$1.3M———
IHT Wealth Management, LLC
N/A—18,635-18,635-100%$832.9K———
Coppell Advisory Solutions LLC
N/A—14,347-14,347-100%$642.2K———
Susquehanna International Group, LLP
N/A—5,507-5,507-100%$246.1K———
Steward Partners Investment Advisory, LLC
N/A—1,268-1,268-100%$56.7K———
Global Retirement Partners, LLC
N/A—647-647-100%$28.9K———
Osaic Holdings, Inc.
N/A—487-487-100%$21.8K———
JPMorgan Chase & Co
N/A—404-404-100%$18.1K———
AE Wealth Management LLC
N/A—1-1-100%$33———
Showing 22 of 22 institutions