Managed Portfolio Series - LST

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

Latest / Compare
Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$75.49M
QoQ value delta ($000)
+$1.691M (+2.29%)
Implied price effect (QoQ)
+0.0%
Shares
Total shares
1,616,469
QoQ shares delta
+36,167 (+2.29%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (LST)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 1 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
LPL Financial LLC 10,941 234,143 0.0%
Bison Wealth, LLC 10,563 226,731 0.97%
Welch Financial Planning, LLC 10,228 218,880 5.96%
Coastal Bridge Advisors, LLC 6,855 146,704 0.42%
Sigma Planning Corp 4,949 105,920 0.12%
Castleview Partners, LLC 4,884 104,523 2.15%
GTS SECURITIES LLC 4,330 92,668 0.09%
LEUTHOLD GROUP, LLC 4,171 89,271 0.42%
GOLDMAN SACHS GROUP INC 3,642 77,958 0.0%
NewEdge Advisors, LLC 2,473 52,935 0.01%
PRIVATE CLIENT SERVICES, LLC 1,892 40,486 0.51%
Ashton Thomas Private Wealth, LLC 1,669 35,730 0.03%
COMMONWEALTH EQUITY SERVICES, LLC 1,544 33,051 0.0%
Jacobi Capital Management LLC 1,315 28,147 0.06%
Sanctuary Advisors, LLC 964 20,641 0.0%
Apollon Wealth Management, LLC 944 20,222 0.01%
IFP Advisors, Inc 843 18,051 0.02%
Prospera Financial Services Inc 476 10,192 0.01%
Westhampton Capital, LLC 438 9,393 0.18%
CITADEL ADVISORS LLC 425 9,112 0.0%
JANE STREET GROUP, LLC 319 6,845 0.0%
Koshinski Asset Management, Inc. 319 6,847 0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC 248 5,326 0.0%
WFA of San Diego, LLC 219 4,543 0.18%
Owen LaRue, LLC 214 4,585 0.07%