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

$37.38-0.09 (-0.25%)Financial ServicesNYSE_ARCA

Institutional Holders

18

as of Q4 2025

Total Institutional Value

$9.445000700000019e+58T

% 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+$9.4B
AVALON CAPITAL MANAGEMENTNew Position+48K+$1.8B
Onyx Bridge Wealth Group LLCNew Position+23K+$880.0M
Capital Investment Advisory Services, LLCNew Position+23K+$864.0M
Bond & Devick Financial Network, Inc.New Position+6K+$242.0M
Spire Wealth ManagementNew Position+6K+$242.0M
NVWM, LLCNew Position+200+$7.0M
Savant Capital, LLCNew Position+133K+$5.0M
Mowery & Schoenfeld Wealth Management, LLCNew Position+11K+$418K
WFA of San Diego, LLCNew Position+1K+$46K
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-$373.7M
Integrated Wealth Concepts LLCClosed Position-8K-$318.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Legend Financial Advisors, Inc.248,002$9.4B5.72%Share
2OSAIC HOLDINGS, INC.185,634$7.0B10.23%Share
3AVALON CAPITAL MANAGEMENT48,074$1.8B0.44%Share
4Onyx Bridge Wealth Group LLC23,123$880.0M0.09%Share
5Capital Investment Advisory Services, LLC22,702$864.0M0.06%Share
6Bond & Devick Financial Network, Inc.6,361$242.0M0.07%Share
7Spire Wealth Management6,371$242.0M0.01%Share
8NVWM, LLC200$7.0M0.00%Share
9Savant Capital, LLC133,050$5.0M0.03%Share
10GTS SECURITIES LLC40,506$1.0M0.03%Share
11Mowery & Schoenfeld Wealth Management, LLC10,976$418K0.61%Share
12WFA of San Diego, LLC1,210$46K0.03%Share
13ROYAL BANK OF CANADA8,142$00.00%Share
14PROATHLETE WEALTH MANAGEMENT LLC11$00.00%Share
15ENVESTNET ASSET MANAGEMENT INC11,860$00.00%Share
16LPL Financial LLC21,608$00.00%Share
17SUSQUEHANNA INTERNATIONAL GROUP, LLP12,007$00.00%Share
18MORGAN STANLEY4,440$00.00%Share

LCR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202518$20.5B+12
Q3 20256$9.8B-15
Q2 202521$29.5B+2
Q1 202519$44.6B+5
Q4 202414$389.3B+2
Q3 202412$2.1T-2
Q2 202414$2.9T+4
Q1 202410$1.5T—

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As of Q4 2025, 18 institutional investors hold LCR (Leuthold Core Exchange Traded Fund). The largest holder is Legend Financial Advisors, Inc. with $9.4B 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, 18 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 $9.4B in shares.

Is institutional ownership of LCR increasing or decreasing?

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