Who owns Leuthold Core Exchange Traded Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LCR from SEC Form 13F filings across 16 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 16 institutions disclosed 859,013 shares of Leuthold Core Exchange Traded Fund worth $33.8M — about 49.5% of shares outstanding; the largest disclosed holder is Legend Financial Advisors, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
16
13F holders
$33.8M
value, 2026 filers
49.5%
of shares outstanding (859,013 sh)
0
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LCR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Legend Financial Advisors, Inc. | 255,221 | $10.1M | 5.8% | 14.7% | +1.3% |
| 2 | Savant Capital, LLC | 253,601 | $9.8M | 0.0% | 14.6% | +97.2% |
| 3 | OSAIC HOLDINGS, INC. | 75,645 | $3.0M | 0.0% | 4.4% | +83.7% |
| 4 | LPL Financial LLC | 61,778 | $2.5M | 0.0% | 3.6% | +38.4% |
| 5 | AVALON CAPITAL MANAGEMENT | 47,238 | $1.9M | 0.4% | 2.7% | -2.0% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 29,651 | $1.2M | 0.0% | 1.7% | +2.4% |
| 7 | Onyx Bridge Wealth Group LLC | 22,792 | $906,316 | 0.1% | 1.3% | -0.4% |
| 8 | CITADEL ADVISORS LLC | 20,970 | $833,868 | 0.0% | 1.2% | +20.0% |
| 9 | GTS SECURITIES LLC | 19,220 | $764,283 | 0.0% | 1.1% | -60.8% |
| 10 | Capital Investment Advisory Services, LLC | 16,822 | $668,929 | 0.0% | 1% | -23.6% |
| 11 | CENTAURUS FINANCIAL, INC. | 13,806 | $549,000 | 0.0% | 0.8% | +88.1% |
| 12 | Arcus Capital Partners, LLC | 10,175 | $404,615 | 0.2% | 0.6% | 0.0% |
| 13 | ROYAL BANK OF CANADA | 10,136 | $403,000 | 0.0% | 0.6% | +6.3% |
| 14 | Mowery & Schoenfeld Wealth Management, LLC | 9,821 | $390,531 | 0.5% | 0.6% | -1.5% |
| 15 | Bond & Devick Financial Network, Inc. | 6,361 | $252,944 | 0.1% | 0.4% | 0.0% |
| 16 | Integrated Wealth Concepts LLC | 5,776 | $229,669 | 0.0% | 0.3% | -16.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.