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Leadershares Alphafactor US (LSAF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares656,830 from 582,713
Change+74,117 (+13%)
Value$35.0M (+$4.8M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW
Shares362,589
Change+362,589
Value$19.8M
Filed 2026-10-13
VestGen Advisors, LLC
DECREASED
Shares9,761 from 10,162
Change-401 (-4%)
Value$519.8K (-$6.5K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares7,873 from 10,285
Change-2,412 (-23%)
Value$419 (-$532.6K)
Filed 2026-11-02
Aurora Private Wealth, Inc.
DECREASED
Shares5,899 from 6,124
Change-225 (-4%)
Value$314 (-$316.7K)
Filed 2026-10-20
Maia Wealth LLC
DECREASED
Shares5,750 from 6,092
Change-342 (-6%)
Value$306.2K (-$9.3K)
Filed 2026-10-19
Sima Wealth Partners, LLC
NEW
Shares496
Change+496
Value$26.4K
Filed 2026-10-19
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.5K (+$42)
Filed 2026-10-27
Signature Equity Partners, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.4K (+$40)
Filed 2026-10-29
Redwood Investment Management, LLC
N/A
Shares— from 1,183,825
Change-1,183,825 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 111,157
Change-111,157 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 31,548
Change-31,548 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 30,048
Change-30,048 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 28,977
Change-28,977 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 14,431
Change-14,431 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 13,886
Change-13,886 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,554
Change-6,554 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 411
Change-411 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 348
Change-348 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 223
Change-223 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED656,830582,713+74,117+13%$30.2M$35.0M+$4.8M2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW362,589—+362,589——$19.8M—2026-10-13
VestGen Advisors, LLC
DECREASED9,76110,162-401-4%$526.2K$519.8K-$6.5K2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED7,87310,285-2,412-23%$533.0K$419-$532.6K2026-11-02
Aurora Private Wealth, Inc.
DECREASED5,8996,124-225-4%$317.0K$314-$316.7K2026-10-20
Maia Wealth LLC
DECREASED5,7506,092-342-6%$315.5K$306.2K-$9.3K2026-10-19
Sima Wealth Partners, LLC
NEW496—+496——$26.4K—2026-10-19
Comprehensive Financial Planning, Inc.
UNCHANGED292900%$1.5K$1.5K+$422026-10-27
Signature Equity Partners, LLC
UNCHANGED272700%$1.4K$1.4K+$402026-10-29
Redwood Investment Management, LLC
N/A—1,183,825-1,183,825-100%$61.3M———
Cetera Investment Advisers
N/A—111,157-111,157-100%$5.8M———
IHT Wealth Management, LLC
N/A—31,548-31,548-100%$1.6M———
Private Advisor Group, LLC
N/A—30,048-30,048-100%$1.6M———
Great Valley Advisor Group, Inc.
N/A—28,977-28,977-100%$1.5M———
Coppell Advisory Solutions LLC
N/A—14,431-14,431-100%$746.9K———
Goldman Sachs Group Inc
N/A—13,886-13,886-100%$719.1K———
Susquehanna International Group, LLP
N/A—6,554-6,554-100%$339.4K———
FMR LLC
N/A—2,243-2,243-100%$116.2K———
Steward Partners Investment Advisory, LLC
N/A—2,151-2,151-100%$111.4K———
Harbour Investments, Inc.
N/A—2,072-2,072-100%$107.3K———
UBS Group AG
N/A—1,731-1,731-100%$89.6K———
Global Retirement Partners, LLC
N/A—520-520-100%$26.9K———
Osaic Holdings, Inc.
N/A—411-411-100%$21.3K———
Vanguard Advisers Inc
N/A—348-348-100%$18.0K———
JPMorgan Chase & Co
N/A—223-223-100%$11.5K———
AE Wealth Management LLC
N/A—1-1-100%$28———
Showing 26 of 26 institutions