Who Owns Leuthold Core Exchange Traded Fund (LCR)?Hedge Fund & Institutional Holders

$37.38-0.09 (-0.25%)Financial ServicesNYSE_ARCA

Institutional Holders

19

as of Q4 2025

Total Institutional Value

$9.445700050001831e+36T

% of Float Held

—

QoQ Change in Holders

+13 / -1

Price History

$32.55$34.16$35.78$37.39$39.01Sep 24Jun 25Mar 26

LCR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Legend Financial Advisors, Inc.New Position+248K+$9.4M
Savant Capital, LLCNew Position+133K+$5.0M
AVALON CAPITAL MANAGEMENTNew Position+48K+$1.8M
Onyx Bridge Wealth Group LLCNew Position+23K+$880K
Capital Investment Advisory Services, LLCNew Position+23K+$864K
Mowery & Schoenfeld Wealth Management, LLCNew Position+11K+$418K
Bond & Devick Financial Network, Inc.New Position+6K+$242K
Spire Wealth ManagementNew Position+6K+$242K
WFA of San Diego, LLCNew Position+3K+$95K
NVWM, LLCNew Position+200+$7K
ENVESTNET ASSET MANAGEMENT INCNew Position+12K+$0
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+12K+$0
MORGAN STANLEYNew Position+4K+$0
ROYAL BANK OF CANADAIncreased+304+$-298.0M
LPL Financial LLCIncreased+491+$-802.1M

LCR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-9K-$7.4B
Integrated Wealth Concepts LLCClosed Position-8K-$318.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Legend Financial Advisors, Inc.248,002$9.4M5.72%Share
2OSAIC HOLDINGS, INC.185,634$7.0M0.01%Share
3Savant Capital, LLC133,050$5.0M0.03%Share
4AVALON CAPITAL MANAGEMENT48,074$1.8M0.44%Share
5GTS SECURITIES LLC40,506$1.0M0.03%Share
6Onyx Bridge Wealth Group LLC23,123$880K0.09%Share
7Capital Investment Advisory Services, LLC22,702$864K0.06%Share
8Mowery & Schoenfeld Wealth Management, LLC10,976$418K0.61%Share
9Spire Wealth Management6,371$242K0.01%Share
10Bond & Devick Financial Network, Inc.6,361$242K0.07%Share
11WFA of San Diego, LLC1,298$49K0.03%Share
12WFA of San Diego, LLC1,210$46K0.03%Share
13NVWM, LLC200$7K0.00%Share
14SUSQUEHANNA INTERNATIONAL GROUP, LLP12,007$00.00%Share
15ROYAL BANK OF CANADA8,142$00.00%Share
16PROATHLETE WEALTH MANAGEMENT LLC11$00.00%Share
17LPL Financial LLC21,608$00.00%Share
18ENVESTNET ASSET MANAGEMENT INC11,860$00.00%Share
19MORGAN STANLEY4,440$00.00%Share

LCR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202518$27.0M+12
Q3 20256$9.8B-15
Q2 202521$29.5B+2
Q1 202519$44.6B+5
Q4 202414$9.8T+2
Q3 202412$12.5T-2
Q2 202414$11.2T+4
Q1 202410$6.7T—

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As of Q4 2025, 19 institutional investors hold LCR (Leuthold Core Exchange Traded Fund). The largest holder is Legend Financial Advisors, Inc. with $9.4M in shares. This quarter, 13 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own LCR?

As of Q4 2025, 19 institutional investors report holding LCR (Leuthold Core Exchange Traded Fund) in their 13F filings.

Who is the largest institutional holder of LCR?

The largest institutional holder of LCR is Legend Financial Advisors, Inc. with $9.4M in shares.

Is institutional ownership of LCR increasing or decreasing?

This quarter, 13 institutions opened new positions in LCR and 1 closed their positions.