Leuthold Sel IndLSTETF

13F holders, Q4 2025 (December 31)
18holders +3
3new positions
1sold out
1famous investor
$40.03avg. 13F price*

At the end of Q4 2025, 18 institutions reported holding Leuthold Sel Ind (LST) in their 13F filings, up 3 from Q3 2025. 3 opened new positions and 1 sold out. The largest holders were Bison Wealth, LLC ($8.3M), Welch Financial Planning, LLC ($7.9M) and Castleview Partners, LLC ($4.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Leuthold Sel Ind
Filed as
MANAGED PORTFOLIO SERIES (Q4 2025)
CUSIP
56167R705
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2025: 8Q1 2025Q2 2025: 14Q2 2025Q3 2025: 15Q3 2025Q4 2025: 18Q4 2025Q1 2026: 55Q1 2026Q2 2026: 35Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions3$4.8M
Exits1$633K

All 13F filers, Q3 2025 → Q4 2025: 252,881 shares bought and 23,013 shares sold, net +229,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

Bison Wealth, LLC 0.93% Add +22.7% 210,805 $8.3M
Welch Financial Planning, LLC 5.77% — 197,395 $7.9M
Castleview Partners, LLC 2.25% Add +9.2% 113,005 $4.5M
Sigma Planning Corp 0.08% New 71,901 $2.9M
Coastal Bridge Advisors, LLC 0.21% Add +34.9% 71,119 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +544.6% 52,794 $2.1M
Ashton Thomas Private Wealth, LLC 0.03% Add +3.1% 34,052 $1.4M
Commonwealth Equity Services, LLC 0.00% New 32,698 $1.3M
GTS Securities LLC 0.04% Add +85.0% 31,696 $1.3M
Jacobi Capital Management LLC 0.07% Reduce -0.8% 29,593 $1.2M
Leuthold Group, LLC 0.10% Add +1.4% 23,222 $932K
Swmg, LLC 0.17% New 14,336 $616K
LPL Financial LLC 0.00% Add +78.4% 14,694 $590K
Citadel Advisors 0.00% Reduce -29.0% 11,047 $444K
Westhampton Capital, LLC 0.18% Add +0.0% 9,243 $371K
Koshinski Asset Management, Inc. 0.02% Reduce -25.0% 7,043 $283K
WFA of San Diego, LLC 0.18% Reduce -0.6% 6,242 $251K
Islay Capital Management, LLC 0.04% Add +1.4% 1,541 $62K

"% of holder's portfolio" is LST's weight in each manager's 13F, not the share of Leuthold Sel Ind the manager owns.