Institutional Ownership Leuthold Fds Inc Core ETF (LCR)
This table provides information about the institutional ownership of Leuthold Fds Inc Core ETF (LCR). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 2.6 Million shares, which have been reported (via 13F filing form) to have a value of $91.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
905,930
shares
|
$31.9 Million
2.89% of portfolio
|
Q4 2023
Reduced 1.08%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
833,831
shares
|
$29.4 Million
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
238,260
shares
|
$8.4 Million
5.83% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
155,131
shares
|
$5.47 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
92,291
shares
|
$3.25 Million
5.17% of portfolio
|
Q3 2024
Reduced 17.11%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
69,255
shares
|
$2.44 Million
0.25% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
53,746
shares
|
$1.89 Million
0.17% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
49,295
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2024
Added 599.72%
|
|
|
Arcus Capital Partners, LLC
|
Jul 24, 2024 Q2 2024 |
47,597
shares
|
$1.68 Million
0.65% of portfolio
|
Q2 2024
Added 4.24%
|
|
|
David R. Rahn & Associates Inc.
|
Jul 24, 2024 Q2 2024 |
37,771
shares
|
$1.33 Million
0.41% of portfolio
|
Q2 2024
Added 174.84%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
27,124
shares
|
$956,121
0.0% of portfolio
|
Q1 2024
Added 315.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,308
shares
|
$786,357
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
19,145
shares
|
$674,861
0.11% of portfolio
|
Q4 2023
Reduced 13.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
15,620
shares
|
$550,605
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
14,221
shares
|
$501,290
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
8,704
shares
|
$306,816
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
6,555
shares
|
$231,063
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 12, 2024 Q2 2024 |
6,226
shares
|
$219,466
0.11% of portfolio
|
Q2 2024
Reduced 13.19%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
1,622
shares
|
$57,175
0.05% of portfolio
|
Q2 2024
Reduced 18.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
304
shares
|
$10,716
0.0% of portfolio
|
Q2 2024
Reduced 69.6%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
59
shares
|
$2,079
0.0% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|