LCR institutional holders
MANAGED PORTFOLIO SER · 13F, 2026Q2
| Managers holding | 17 |
|---|---|
| Shares held | 872,288 |
| Reported value | $34.4m |
| Quarter flows | 0 new, 8 added, 6 trimmed, 1 exited |
Top 17 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 255,221 | $10.1m | 5.8% |
| Savant Capital, LLC | 253,601 | $9.8m | 0.0% |
| OSAIC HOLDINGS, INC. | 75,645 | $3.0m | 0.0% |
| LPL Financial LLC | 61,778 | $2.5m | 0.0% |
| AVALON CAPITAL MANAGEMENT | 47,238 | $1.9m | 0.4% |
| ENVESTNET ASSET MANAGEMENT INC | 29,651 | $1.2m | 0.0% |
| Onyx Bridge Wealth Group LLC | 22,792 | $906,316 | 0.1% |
| CITADEL ADVISORS LLC | 20,970 | $833,868 | 0.0% |
| GTS SECURITIES LLC | 19,220 | $764,283 | 0.0% |
| Capital Investment Advisory Services, LLC | 16,822 | $668,929 | 0.0% |
| CENTAURUS FINANCIAL, INC. | 13,806 | $549,000 | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 13,276 | $528,000 | 0.0% |
| Arcus Capital Partners, LLC | 10,175 | $404,615 | 0.2% |
| ROYAL BANK OF CANADA | 10,136 | $403,000 | 0.0% |
| Mowery & Schoenfeld Wealth Management, LLC | 9,821 | $390,531 | 0.5% |
| Bond & Devick Financial Network, Inc. | 6,361 | $252,944 | 0.1% |
| Integrated Wealth Concepts LLC | 5,775 | $229,672 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("LCR"). LCR price history · All 13F data