LSAT — Two Roads Shared Trust - LeaderShares AlphaFactor Tactical Focused ETF

Ownership history in Coppell Advisory Solutions LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Coppell Advisory Solutions LLC reported a position in Two Roads Shared Trust - LeaderShares AlphaFactor Tactical Focused ETF (LSAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.27% (2023 Q3)
Avg. % of fund
0.14%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 14,347 -500 -3.4% 0.06% $561K $38.86
2025 Q3 REDUCED 14,847 -1,179 -7.4% 0.07% $617K $40.61
2025 Q1 REDUCED 16,026 -906 -5.4% 0.09% $620K $39.36
2024 Q4 REDUCED 16,932 -1,464 -8.0% 0.09% $679K $39.47
2024 Q3 REDUCED 18,396 -634 -3.3% 0.11% $767K $40.45
2024 Q2 REDUCED 19,030 -2,422 -11.3% 0.12% $729K $37.10
2023 Q4 REDUCED 21,452 -4,045 -15.9% 0.15% $739K $33.40
2023 Q3 ADDED 25,497 +3,829 +17.7% 0.27% $788K $31.85
2023 Q2 REDUCED 21,668 -3,829 -15.0% 0.20% $719K $31.76
2023 Q1 INITIATED 25,497 — — 0.27% $788K $30.26
% of Fund (quarterly)    LSAT price (monthly, adj. close)

Other funds also holding LSAT

As of 2025 Q4 — sorted by position size

Redwood Investment Management, LLC 3Y 7Y 3.63% Aurora Private Wealth, Inc. 3Y 0.17% Spire Wealth Management 3Y 0.04% Gladstone Institutional Advisory LLC 3Y 7Y 0.02% IHT Wealth Management, LLC 3Y 7Y 0.02% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% GREAT VALLEY ADVISOR GROUP, INC. 3Y 0.01% Private Advisor Group, LLC 3Y 7Y 0.01% Cetera Investment Advisers 3Y 7Y 0.01% LPL Financial LLC 3Y 7Y 0.0%
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