Leadershares Alphafact TactLSATETF
13F holders, Q1 2026 (March 31)20holders −5
2new positions
7sold out
$39.42avg. 13F price*
At the end of Q1 2026, 20 institutions reported holding Leadershares Alphafact Tact (LSAT) in their 13F filings, down 5 from Q4 2025. 2 opened new positions and 7 sold out. The largest holders were Redwood Investment Management, LLC ($24.6M), LPL Financial LLC ($15.8M) and Cetera Investment Advisers ($2.5M).
- Company
- Leadershares Alphafact Tact
- Filed as
- TWO RDS SHARED TR (Q1 2026)
- CUSIP
- 90214Q691
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $265K |
| Exits | 7 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 47,086 shares bought and 375,645 shares sold, net −328,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Redwood Investment Management, LLC | 3.06% | Reduce -24.9% | 625,090 | $24.6M |
| LPL Financial LLC | 0.00% | Reduce -8.0% | 401,436 | $15.8M |
| Cetera Investment Advisers | 0.00% | Reduce -49.6% | 63,303 | $2.5M |
| Old Mission Capital LLC | 0.05% | Add +163.9% | 50,036 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -12.7% | 36,609 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +35.9% | 23,901 | $942K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.6% | 18,975 | $748K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +17.7% | 18,334 | $722K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.0% | 10,948 | $431K |
| Spire Wealth Management | 0.01% | Reduce -79.8% | 6,528 | $257K |
| VestGen Advisors, LLC | 0.01% | New | 5,826 | $248K |
| UBS Group AG | 0.00% | Add +65.9% | 1,425 | $56K |
| Harbour Investments, Inc. | 0.00% | Reduce -43.8% | 1,222 | $48K |
| Osaic Holdings, Inc. | 0.00% | Add +41.3% | 462 | $18K |
| Allworth Financial LP | 0.00% | New | 423 | $17K |
| JPMorgan Chase & Co. | 0.00% | No change | 404 | $16K |
| IFP Advisors, Inc | 0.00% | No change | 353 | $14K |
| Signature Equity Partners, LLC | 0.00% | No change | 28 | $1K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 22 | $866 |
| AE Wealth Management LLC | 0.00% | No change | 1 | $29 |
"% of holder's portfolio" is LSAT's weight in each manager's 13F, not the share of Leadershares Alphafact Tact the manager owns.