Who owns LCR?
Leuthold Core ETF · Leuthold
17 institutions reported holding LCR, worth $34.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of LCR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Legend Financial Advisors, Inc. | Pittsburgh, PA | $10.1M | 255,221 | +3,359 shares |
| Savant Capital, LLC | Rockford, IL | $9.8M | 253,601 | +124,989 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $3.0M | 75,645 | +34,463 shares |
| LPL Financial LLC | Fort Mill, SC | $2.5M | 61,778 | +17,152 shares |
| Avalon Capital Management | Port Of Redwood City, CA | $1.9M | 47,238 | −967 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $1.2M | 29,651 | +707 shares |
| Onyx Bridge Wealth Group LLC | Tarrytown, NY | $906K | 22,792 | −81 shares |
| Citadel Advisors LLC | Miami, FL | $834K | 20,970 | +3,497 shares |
| GTS Securities LLC | New York, NY | $764K | 19,220 | −29,843 shares |
| Capital Investment Advisory Services, LLC | Raleigh, NC | $669K | 16,822 | −5,207 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns LCR?
17 institutional managers reported holding LCR in Form 13F filings for June 30, 2026, worth $34.4M in total. The largest reported position was held by Legend Financial Advisors, Inc., at $10.1M.
Did institutions buy or sell LCR last quarter?
Reported 13F value rose 28.1% from March 31, 2026, which includes price moves as well as buying and selling. 0 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LCR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.