Managed Portfolio Series - LCR
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Funds
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ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$30.03M
QoQ value delta ($000)
-$3.284M
(-9.86%)
Implied price effect (QoQ)
+0.31%
Shares
Total shares
788,522
QoQ shares delta
-88,908
(-10.13%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
Market chart (LCR)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q2 2026 data: only 16 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 9,445 | 248,002 | 5.72% |
| OSAIC HOLDINGS, INC. | 7,072 | 185,634 | 0.01% |
| Savant Capital, LLC | 5,067 | 133,050 | 0.03% |
| AVALON CAPITAL MANAGEMENT | 1,831 | 48,074 | 0.44% |
| GTS SECURITIES LLC | 1,542 | 40,506 | 0.05% |
| Onyx Bridge Wealth Group LLC | 880 | 23,123 | 0.09% |
| Capital Investment Advisory Services, LLC | 864 | 22,702 | 0.06% |
| LPL Financial LLC | 823 | 21,608 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 457 | 12,007 | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 451 | 11,860 | 0.0% |
| Mowery & Schoenfeld Wealth Management, LLC | 418 | 10,976 | 0.61% |
| Arcus Capital Partners, LLC | 404 | 10,627 | 0.15% |
| ROYAL BANK OF CANADA | 310 | 8,142 | 0.0% |
| Bond & Devick Financial Network, Inc. | 242 | 6,361 | 0.07% |
| MORGAN STANLEY | 169 | 4,440 | 0.0% |
| WFA of San Diego, LLC | 46 | 1,210 | 0.03% |
| NVWM, LLC | 7 | 200 | 0.0% |