LSAF — LEADERSHARES ALPHAFACTOR US
As of Q2 2026, 4 SEC-registered investment managers reported holding LSAF (LEADERSHARES ALPHAFACTOR US) in their latest 13F filings, with a combined reported value of $936.46K across 18.08K shares. That is -27.8% by share count (-6.97K shares) versus the previous quarter, while reported value moved -18.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 13.89K | $719.10K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.24K | $116.18K | 0.00% | Add |
| UBS Group AG history | 1.73K | $89.64K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 223 | $11.54K | 0.00% | New |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 18.37K | $843.01K | 0.00% | Reduce |
| UBS Group AG history | 4.53K | $208.10K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2.15K | $98.93K | 0.00% | Hold |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 22.98K | $1.04M | 0.00% | Add |
| Citadel Advisors history | 22.71K | $1.02M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2.15K | $97.17K | 0.00% | Hold |
| UBS Group AG history | 1.02K | $45.94K | 0.00% | Reduce |
| Wells Fargo & Co history | 167 | $7.53K | 0.00% | New |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 32.32K | $1.45M | 0.00% | Reduce |
| Goldman Sachs Group history | 19.43K | $869.23K | 0.00% | Add |
| Citadel Advisors history | 14.14K | $632.48K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.15K | $96.41K | 0.00% | Add |
| Morgan Stanley history | 908 | $40.62K | 0.00% | New |
Q2 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 37.05K | $1.57M | 0.00% | Add |
| Citadel Advisors history | 22.91K | $973.30K | 0.00% | New |
| Goldman Sachs Group history | 16.69K | $708.91K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.37K | $58.34K | 0.00% | Reduce |
Q1 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 21.71K | $857.66K | 0.00% | Add |
| Goldman Sachs Group history | 16.60K | $655.54K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1.43K | $56.58K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 223 sh · $11.54K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 13.89K | 18.37K | 22.98K | 19.43K | 16.69K | 16.60K | 16.52K | 15.29K | 15.29K | 15.29K | 15.29K | 15.29K | 15.29K | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 2.24K | 2.15K | 2.15K | 2.15K | 1.37K | 1.43K | 1.48K | 1.81K | 1.50K | 990 | 3.57K | 56 | — | 1 | — | — | — | — | — | — |
| UBS Group AG | 1.73K | 4.53K | 1.02K | 32.32K | 37.05K | 21.71K | 16.49K | 1.18K | 4.07K | 5.00K | — | 1.90K | 3.64K | 272 | 326 | — | 911 | 1.30K | 9 | 292 |
| JPMorgan Chase & Co | 223 | — | — | — | — | — | — | 1.00K | — | — | — | — | — | — | — | 666 | — | — | — | — |
| Citadel Advisors | — | — | 22.71K | 14.14K | 22.91K | — | 17.14K | — | 22.35K | — | 8.92K | 15.31K | — | — | 11.82K | — | — | 14.35K | — | 21.98K |
| Morgan Stanley | — | — | — | 908 | — | — | — | — | — | — | — | — | — | — | — | 1.73K | — | — | — | — |
| Wells Fargo & Co | — | — | 167 | — | — | — | — | — | 53.64K | — | — | — | 661 | 661 | 661 | 661 | 661 | 661 | 661 | 867 |
| Bank of America Corp | — | — | — | — | — | — | — | — | — | — | — | 148 | — | — | — | — | — | — | — | — |
| Principal Global Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.08K | 10.11K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details