Leuthold Core ETFLCRETF
13F holders, Q1 2024 (March 31)15holders
$33.70avg. 13F price*
At the end of Q1 2024, 15 institutions reported holding Leuthold Core ETF (LCR) in their 13F filings. The largest holders were Legend Financial Advisors, Inc. ($8.5M), Spire Wealth Management ($5.3M) and Capital Investment Advisory Services, LLC ($3.2M).
- Company
- Leuthold Core ETF
- CUSIP
- 527289789
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $780K |
| Exits | 3 | $991K |
Ownership 15 holders
| Legend Financial Advisors, Inc. | 6.16% | Add +1.5% | 251,963 | $8.5M |
| Spire Wealth Management | 0.10% | Reduce -2.5% | 156,231 | $5.3M |
| Capital Investment Advisory Services, LLC | 0.34% | Reduce -35.3% | 95,030 | $3.2M |
| Mowery & Schoenfeld Wealth Management, LLC | 5.67% | Reduce -0.8% | 87,238 | $2.9M |
| Koshinski Asset Management, Inc. | 0.18% | Reduce -35.7% | 52,726 | $1.8M |
| Arcus Capital Partners, LLC | 0.49% | Reduce -0.6% | 45,660 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +315.6% | 27,124 | $915K |
| Onyx Bridge Wealth Group LLC | 0.11% | No change | 19,145 | $629K |
| Avalon Capital Management | 0.19% | Add +10.2% | 13,743 | $464K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.4% | 9,030 | $305K |
| EverSource Wealth Advisors, LLC | 0.02% | New | 9,217 | $300K |
| Bond & Devick Financial Network, Inc. | 0.13% | New | 7,172 | $242K |
| GTS Securities LLC | 0.01% | New | 7,045 | $238K |
| Osaic Holdings, Inc. | 0.00% | Reduce -84.0% | 1,000 | $34K |
| UBS Group AG | 0.00% | Reduce -73.3% | 60 | $2K |
"% of holder's portfolio" is LCR's weight in each manager's 13F, not the share of Leuthold Core ETF the manager owns.