Institutional Ownership
Managed Portfolio Series
CUSIP 56167R606LEUTHOLD CORE ETLCRQ1 2026
Institutional Holders
18
13F filers
Shares Held
719.7K
Aggregate institutional
Institutional Value
$26.05M
Q1 2026
Net New Holders
+1
4 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased6
Decreased6
Sold out3
Institutional Holders
18 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Legend Financial Advisors, Inc. | 251.9K | $9.39M | +3.9K | Added |
| 2 | Savant Capital, LLC | 128.6K | $4.79M | −4.4K | Reduced |
| 3 | Gts Securities LLC | 49.1K | $1.83M | +8.6K | Added |
| 4 | Avalon Capital Management | 48.2K | $1.80M | +131 | Added |
| 5 | Lpl Financial LLC | 44.6K | $1.66M | +23.0K | Added |
| 6 | Osaic Holdings, Inc. | 41.2K | $1.53M | −144.5K | Reduced |
| 7 | Envestnet Asset Management Inc | 28.9K | $1.08M | +17.1K | Added |
| 8 | Onyx Bridge Wealth Group LLC | 22.9K | $852.4K | −250 | Reduced |
| 9 | Capital Investment Advisory Services, LLC | 22.0K | $820.9K | −673 | Reduced |
| 10 | Citadel Advisors LLC | 17.5K | $651.2K | +17.5K | New |
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