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 20 institutions that hold shares in the stock, with a total of 2.55 Million shares, which have been reported (via 13F filing form) to have a value of $88.1 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
|
$31.3 Million
2.89% of portfolio
|
Q4 2023
Reduced 1.08%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
706,867
shares
|
$24.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 15.23%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
238,260
shares
|
$8.23 Million
5.83% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
155,131
shares
|
$5.36 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
121,613
shares
|
$4.2 Million
0.01% of portfolio
|
Q3 2024
Added 39904.28%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
92,291
shares
|
$3.19 Million
5.17% of portfolio
|
Q3 2024
Reduced 17.11%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
69,255
shares
|
$2.39 Million
0.25% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
53,746
shares
|
$1.86 Million
0.17% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
46,931
shares
|
$1.62 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
36,994
shares
|
$1.28 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
27,124
shares
|
$936,591
0.0% of portfolio
|
Q1 2024
Added 315.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
23,755
shares
|
$820,260
0.0% of portfolio
|
Q3 2024
Added 52.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,308
shares
|
$770,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
19,145
shares
|
$661,076
0.11% of portfolio
|
Q4 2023
Reduced 13.9%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
14,829
shares
|
$512,045
0.0% of portfolio
|
Q3 2024
Added 126.22%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
8,704
shares
|
$300,549
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
7,578
shares
|
$261,668
0.12% of portfolio
|
Q3 2024
Added 21.72%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,622
shares
|
$56,007
0.05% of portfolio
|
Q2 2024
Reduced 18.74%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
14
shares
|
$483
0.0% of portfolio
|
Q3 2024
Reduced 76.27%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|