LST institutional holders

MANAGED PORTFOLIO SER · 13F, 2026Q2

Managers holding35
Shares held1,730,187
Reported value$80.8m
Quarter flows8 new, 11 added, 9 trimmed, 28 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC234,143$10.9m0.0%
Bison Wealth, LLC226,731$10.6m1.0%
Welch Financial Planning, LLC218,880$10.2m6.0%
Cambridge Investment Research Advisors, Inc.149,885$7.0m0.0%
Coastal Bridge Advisors, LLC146,704$6.9m0.4%
Sigma Planning Corp105,920$4.9m0.1%
Castleview Partners, LLC104,523$4.9m2.1%
GTS SECURITIES LLC92,668$4.3m0.1%
LEUTHOLD GROUP, LLC89,271$4.2m0.4%
GOLDMAN SACHS GROUP INC77,958$3.6m0.0%
NewEdge Advisors, LLC52,935$2.5m0.0%
Ashton Thomas Private Wealth, LLC35,730$1.7m0.0%
COMMONWEALTH EQUITY SERVICES, LLC33,051$1.5m0.0%
Jacobi Capital Management LLC28,147$1.3m0.1%
Sanctuary Advisors, LLC20,641$964,5540.0%
Apollon Wealth Management, LLC20,222$944,9740.0%
IFP Advisors, Inc18,051$843,5230.0%
Prospera Financial Services Inc10,192$476,2590.0%
Westhampton Capital, LLC9,393$438,9180.2%
CITADEL ADVISORS LLC9,112$425,8040.0%
Koshinski Asset Management, Inc.6,847$319,9480.0%
JANE STREET GROUP, LLC6,845$319,8670.0%
KESTRA PRIVATE WEALTH SERVICES, LLC5,326$248,8840.0%
WFA of San Diego, LLC4,543$219,8140.2%
Owen LaRue, LLC4,585$214,2510.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("LST"). LST price history · All 13F data

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