Institutional Ownership
Managed Portfolio Series
CUSIP 56167R705LEUTHOLD SELECTLSTQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
55
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 568.8K | $23.01M |
| 2 | Envestnet Asset Management Inc | 277.4K | $11.22M |
| 3 | Bison Wealth, LLC | 222.5K | $10.07M |
| 4 | Welch Financial Planning, LLC | 205.2K | $8.30M |
| 5 | Cetera Investment Advisers | 178.6K | $7.22M |
| 6 | Corecap Advisors, LLC | 161.6K | $6.54M |
| 7 | Castleview Partners, LLC | 119.4K | $4.83M |
| 8 | Atria Investments, Inc | 113.8K | $4.60M |
| 9 | Sigma Planning Corp | 102.5K | $4.14M |
| 10 | Coastal Bridge Advisors, LLC | 101.2K | $4.09M |