Leuthold Core ETF - 527289789
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | Added to | 155,734 | 5,348 | 0.01% | 0.01% | 1 | +34,121 | 28.06% | Q4 2024 | Jun 06, 2025 |
| LPL Financial LLC | History | Added to | 40,064 | 1,375 | 0.0% | 0.0% | 2 | +16,309 | 68.66% | Q4 2024 | Feb 11, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | New | 38,147 | 1,310 | 0.0% | — | 3 | +38,147 | New | Q4 2024 | Apr 23, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 13,436 | 461 | 0.0% | — | 4 | +13,436 | New | Q4 2024 | Feb 14, 2025 |
| JANE STREET GROUP, LLC | History | New | 11,808 | 405 | 0.0% | — | 5 | +11,808 | New | Q4 2024 | Feb 14, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,931 | 66 | 0.0% | — | 6 | +1,931 | New | Q4 2024 | Feb 11, 2025 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -706,867 | -100.0% | Q3 2024 | Nov 04, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,124 | -100.0% | Q3 2024 | Nov 07, 2024 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,829 | -100.0% | Q3 2024 | Nov 14, 2024 |
| UBS Group AG | History | Reduced | 12 | 0 | — | — | — | -2 | -14.29% | Q4 2024 | Feb 14, 2025 |