LCR Institutional Ownership & Shareholders
LEUTHOLD CORE ETF (LCR) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $36.54M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Legend Financial Advisors, Inc. is currently the largest disclosed institutional shareholder of LCR tracked by InsiderSet, reporting ownership valued at approximately $10.15M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.33M, representing an estimated gain of +1.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed LCR value among the investors covered in this analysis. Major shareholders include Legend Financial Advisors, Inc., Savant Capital, Llc, Concurrent Investment Advisors, Llc, and several other long-term asset managers with concentrated positions in LEUTHOLD CORE ETF (LCR).
This page ranks the largest institutional LCR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
15
Total Reported Value
$36.54M
Largest Holder
Legend Financial Advisors, Inc.
Largest Position
$10.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Legend Financial Advisors, Inc. | 5.77% | 255,221 | $10,148,794 | $10,331,346 | +$182,552 | +1.80% | |
| Savant Capital, Llc | 0.03% | 253,601 | $9,763,108 | $10,265,768 | +$502,660 | +5.15% | |
| Concurrent Investment Advisors, Llc | 0.03% | 90,204 | $3,614,822 | $3,651,458 | +$36,636 | +1.01% | |
| Osaic Holdings, Inc. | 0.00% | 75,645 | $3,008,338 | $3,062,110 | +$53,772 | +1.79% | |
| Lpl Financial Llc | 0.00% | 61,778 | $2,456,608 | $2,500,773 | +$44,165 | +1.80% | |
| Avalon Capital Management | 0.44% | 47,238 | $1,878,410 | $1,912,194 | +$33,784 | +1.80% | |
| Envestnet Asset Management Inc | 0.00% | 29,651 | $1,179,084 | $1,200,272 | +$21,188 | +1.80% | |
| Onyx Bridge Wealth Group Llc | 0.08% | 22,792 | $913,357 | $922,620 | +$9,263 | +1.01% | |
| Citadel Advisors Llc | 0.00% | 20,970 | $833,868 | $848,866 | +$14,998 | +1.80% | |
| Gts Securities Llc | 0.02% | 19,220 | $764,283 | $778,026 | +$13,743 | +1.80% | |
| Centaurus Financial, Inc. | 0.02% | 13,806 | $549,000 | $558,867 | +$9,867 | +1.80% | |
| Arcus Capital Partners, Llc | 0.17% | 10,175 | $404,615 | $411,884 | +$7,269 | +1.80% | |
| Royal Bank Of Canada | 0.00% | 10,136 | $403,000 | $410,305 | +$7,305 | +1.81% | |
| Mowery & Schoenfeld Wealth Management, Llc | 0.44% | 9,800 | $392,723 | $396,704 | +$3,981 | +1.01% | |
| Integrated Wealth Concepts Llc | 0.00% | 5,776 | $229,669 | $233,812 | +$4,143 | +1.80% |
Frequently asked questions about LCR
Who are the largest institutional holders of LCR?
The largest institutional holders of LCR reported in the latest SEC Form 13F filings include Legend Financial Advisors, Inc., Savant Capital, Llc, Concurrent Investment Advisors, Llc, Osaic Holdings, Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported LCR position.
What is LCR institutional ownership?
This page tracks LCR positions reported by institutional investment managers through SEC Form 13F. LEUTHOLD CORE ETF (LCR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LCR?
InsiderSet currently tracks 15 institutional managers reporting LCR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LCR shareholders.
How much LCR stock do institutions own?
Institutional investment managers disclosed approximately $36.54M in LCR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LCR institutional ownership last updated?
The latest LCR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LCR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LCR position after the reporting date.
Are institutions buying or selling LCR?
Institutional buying and selling can be analyzed by comparing LCR positions across consecutive 13F reporting periods. InsiderSet's LCR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LCR ownership changes.
How has LCR institutional ownership changed over time?
InsiderSet tracks LCR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.