LEUTHOLD CORE ETF (LCR) Institutional Ownership Changes & 13F Activity
LEUTHOLD CORE ETF (LCR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Savant Capital, Llc, Osaic Holdings, Inc., Gts Securities Llc, Lpl Financial Llc, and Centaurus Financial, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +707 | +2.4% | 29,651 | $1.18M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Sell | -1,149 | -16.6% | 5,776 | $229.67K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +3,497 | +20.0% | 20,970 | $833.87K | Q2 2026 | Sep 02, 2026 |
| Centaurus Financial, Inc. | Buy | +6,465 | +88.1% | 13,806 | $549.00K | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +34,463 | +83.7% | 75,645 | $3.01M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Sell | -29,843 | -60.8% | 19,220 | $764.28K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +603 | +6.3% | 10,136 | $403.00K | Q2 2026 | Aug 14, 2026 |
| Savant Capital, Llc | Buy | +124,989 | +97.2% | 253,601 | $9.76M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +17,152 | +38.4% | 61,778 | $2.46M | Q2 2026 | Aug 07, 2026 |
| Mowery & Schoenfeld Wealth Management, Llc | Sell | -148 | -1.5% | 9,821 | $390.53K | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, Llc | Sell | -5,207 | -23.6% | 16,822 | $668.93K | Q2 2026 | Jul 23, 2026 |
| Onyx Bridge Wealth Group Llc | Sell | -81 | -0.4% | 22,792 | $906.32K | Q2 2026 | Jul 23, 2026 |
| Legend Financial Advisors, Inc. | Buy | +3,359 | +1.3% | 255,221 | $10.15M | Q2 2026 | Jul 20, 2026 |
| Avalon Capital Management | Sell | -967 | -2.0% | 47,238 | $1.88M | Q2 2026 | Jul 16, 2026 |
| Wfa Of San Diego, Llc | Sell | -1,210 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
Frequently asked questions about LCR activity
Which institutional owners are buying LCR?
Institutional owners buying LCR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LCR activity?
"Buy" means an investor increased their reported position in LCR compared to the prior reporting period. This reflects growing exposure to LEUTHOLD CORE ETF (LCR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LCR increasing?
Institutional interest in LCR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.