Leuthold Core ETFLCRETF

13F holders, Q2 2024 (June 30)
19holders +4
4new positions
1sold out
1famous investor
$33.69avg. 13F price*

At the end of Q2 2024, 19 institutions reported holding Leuthold Core ETF (LCR) in their 13F filings, up 4 from Q1 2024. 4 opened new positions and 1 sold out. The largest holders were Savant Capital, LLC ($28.1M), Legend Financial Advisors, Inc. ($8.2M) and Spire Wealth Management ($5.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Leuthold Core ETF
CUSIP
527289789
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 15Q1 2024Q2 2024: 19Q2 2024Q3 2024: 18Q3 2024Q4 2024: 16Q4 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions4$29.3M
Exits1$300K

All 13F filers, Q1 2024 → Q2 2024: 963,669 shares bought and 45,971 shares sold, net +917,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 19 holders

Savant Capital, LLC 0.28% New 833,831 $28.1M
Legend Financial Advisors, Inc. 5.82% Reduce -3.4% 243,499 $8.2M
Spire Wealth Management 0.19% Add +0.2% 156,480 $5.3M
Mowery & Schoenfeld Wealth Management, LLC 5.38% Add +27.6% 111,335 $3.7M
Capital Investment Advisory Services, LLC 0.24% Reduce -27.6% 68,750 $2.3M
Koshinski Asset Management, Inc. 0.17% Add +1.7% 53,607 $1.8M
GTS Securities LLC 0.03% Add +599.7% 49,295 $1.7M
Arcus Capital Partners, LLC 0.62% Add +4.2% 47,597 $1.6M
Avalon Capital Management 0.40% Add +174.8% 37,771 $1.3M
Envestnet Asset Management Inc. 0.00% No change 27,124 $914K
Onyx Bridge Wealth Group LLC 0.11% No change 19,145 $645K
LPL Financial LLC 0.00% New 15,620 $526K
Susquehanna International Group, LLP 0.00% New 14,221 $479K
Dynamic Advisor Solutions LLC 0.01% Reduce -4.1% 8,663 $292K
Citadel Advisors 0.00% New 6,555 $221K
Bond & Devick Financial Network, Inc. 0.11% Reduce -13.2% 6,226 $210K
WFA of San Diego, LLC 0.05% — 1,622 $55K
Osaic Holdings, Inc. 0.00% Reduce -69.6% 304 $10K
UBS Group AG 0.00% Reduce -1.7% 59 $2K

"% of holder's portfolio" is LCR's weight in each manager's 13F, not the share of Leuthold Core ETF the manager owns.