Institutional Ownership
Managed Portfolio Series
CUSIP 56167R705LEUTHOLD SELECTLSTQ1 2026
Institutional Holders
55
13F filers
Shares Held
2.85M
Aggregate institutional
Institutional Value
$110.96M
Q1 2026
Net New Holders
+36
37 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions37
Increased13
Decreased3
Sold out1
Institutional Holders
55 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 568.8K | $23.01M | +554.1K | Added |
| 2 | Envestnet Asset Management Inc | 277.4K | $11.22M | +277.4K | New |
| 3 | Bison Wealth, LLC | 222.5K | $10.07M | +11.7K | Added |
| 4 | Welch Financial Planning, LLC | 205.2K | $8.30M | +7.8K | Added |
| 5 | Cetera Investment Advisers | 178.6K | $7.22M | +178.6K | New |
| 6 | Corecap Advisors, LLC | 161.6K | $6.54M | +161.6K | New |
| 7 | Castleview Partners, LLC | 119.4K | $4.83M | +6.4K | Added |
| 8 | Atria Investments, Inc | 113.8K | $4.60M | +113.8K | New |
| 9 | Sigma Planning Corp | 102.5K | $4.14M | +30.6K | Added |
| 10 | Coastal Bridge Advisors, LLC | 101.2K | $4.09M | +30.1K | Added |
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