Leuthold Core ETFLCRETF

13F holders, Q3 2025 (September 30)
16holders −3
0new positions
3sold out
$37.97avg. 13F price*

At the end of Q3 2025, 16 institutions reported holding Leuthold Core ETF (LCR) in their 13F filings, down 3 from Q2 2025. 0 opened new positions and 3 sold out. The largest holders were Legend Financial Advisors, Inc. ($9.7M), Savant Capital, LLC ($8.8M) and Osaic Holdings, Inc. ($7.4M).

Company
Leuthold Core ETF
Filed as
MANAGED PORTFOLIO SERIES (Q3 2025)
CUSIP
56167R606
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2025: 16Q1 2025Q2 2025: 19Q2 2025Q3 2025: 16Q3 2025Q4 2025: 17Q4 2025Q1 2026: 18Q1 2026Q2 2026: 17Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions0$0
Exits3$447K

All 13F filers, Q2 2025 → Q3 2025: 28,662 shares bought and 119,240 shares sold, net −90,578 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 16 holders

Legend Financial Advisors, Inc. 5.94% Add +1.2% 255,160 $9.7M
Savant Capital, LLC 0.05% Reduce -17.8% 231,333 $8.8M
Osaic Holdings, Inc. 0.01% Add +10.8% 194,396 $7.4M
Avalon Capital Management 0.45% Reduce -0.6% 48,798 $1.9M
Capital Investment Advisory Services, LLC 0.08% Reduce -11.6% 25,735 $978K
Envestnet Asset Management Inc. 0.00% Add +12.7% 25,475 $968K
GTS Securities LLC 0.04% Reduce -66.9% 25,235 $959K
Onyx Bridge Wealth Group LLC 0.09% No change 22,941 $871K
LPL Financial LLC 0.00% Reduce -1.9% 21,117 $802K
Arcus Capital Partners, LLC 0.23% Reduce -2.2% 14,064 $534K
Mowery & Schoenfeld Wealth Management, LLC 0.72% Reduce -2.2% 11,002 $418K
Integrated Wealth Concepts LLC 0.00% Reduce -9.0% 8,379 $318K
Royal Bank of Canada 0.00% Add +90.5% 7,838 $298K
Bond & Devick Financial Network, Inc. 0.07% No change 6,361 $242K
WFA of San Diego, LLC 0.03% Reduce -18.3% 1,298 $49K
Nvwm, LLC 0.00% No change 200 $8K

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