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 18 institutions that hold shares in the stock, with a total of 1.69 Million shares, which have been reported (via 13F filing form) to have a value of $57.3 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
|
$30.7 Million
2.89% of portfolio
|
Q4 2023
Reduced 1.08%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Apr 17, 2024 Q1 2024 |
251,963
shares
|
$8.54 Million
6.16% of portfolio
|
Q1 2024
Added 1.49%
|
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
156,231
shares
|
$5.3 Million
0.17% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
95,030
shares
|
$3.22 Million
0.36% of portfolio
|
Q1 2024
Reduced 35.28%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 14, 2024 Q1 2024 |
87,238
shares
|
$2.96 Million
5.67% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
52,726
shares
|
$1.79 Million
0.19% of portfolio
|
Q1 2024
Reduced 35.74%
|
|
|
Arcus Capital Partners, LLC
|
Apr 19, 2024 Q1 2024 |
45,660
shares
|
$1.55 Million
0.5% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
27,124
shares
|
$919,503
0.0% of portfolio
|
Q1 2024
Added 315.57%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 29, 2024 Q1 2024 |
19,145
shares
|
$649,015
0.12% of portfolio
|
Q4 2023
Reduced 13.9%
|
|
|
David R. Rahn & Associates Inc.
|
Apr 17, 2024 Q1 2024 |
13,743
shares
|
$465,887
0.2% of portfolio
|
Q1 2024
Added 10.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
9,217
shares
|
$312,456
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
9,030
shares
|
$306,117
0.01% of portfolio
|
Q1 2024
Reduced 3.39%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 26, 2024 Q1 2024 |
7,172
shares
|
$243,130
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
7,045
shares
|
$238,825
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 02, 2023 Q3 2023 |
1,996
shares
|
$67,664
0.06% of portfolio
|
Q3 2023
Added 1.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,000
shares
|
$33,900
0.0% of portfolio
|
Q1 2024
Reduced 84.05%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
60
shares
|
$2,034
0.0% of portfolio
|
Q1 2024
Reduced 73.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|