Vault-13

MANAGED PORTFOLIO SERIES LCR

LEUTHOLD CORE ET · ETP · CUSIP 56167R606

17 institutional holders -1 vs Q1 2026
872,288872.3k shares reported held*
$34.4mreported value*
0 new 8 added 6 reduced 1 sold out net bought ≈ $6.1m (+152.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $39.40.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q1 25: 17Q2 25: 20Q3 25: 16Q4 25: 17Q1 26: 18Q2 26: 1717Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 202517
Q2 202520
Q3 202516
Q4 202517
Q1 202618
Q2 202617

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q2 25: 6 bought or addedQ2 25: 13 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 13 cut or sold outQ3 25Q4 25: 6 bought or addedQ4 25: 10 cut or sold outQ4 25Q1 26: 10 bought or addedQ1 26: 9 cut or sold outQ1 26Q2 26: 8 bought or addedQ2 26: 7 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 2025613
Q3 2025313
Q4 2025610
Q1 2026109
Q2 202687

Biggest buyers

Savant Capital, LLC Added +124,989+125.0k
OSAIC HOLDINGS, INC. Added +34,463+34.5k
LPL Financial LLC Added +17,152+17.2k
CENTAURUS FINANCIAL, INC. Added +6,465+6.5k
CITADEL ADVISORS LLC Added +3,497+3.5k
Legend Financial Advisors, Inc. Added +3,359+3.4k
ENVESTNET ASSET MANAGEMENT INC Added +707+707
ROYAL BANK OF CANADA Added +603+603

Biggest sellers

GTS SECURITIES LLC Reduced -29,843-29.8k
Capital Investment Advisory Services, LLC Reduced -5,207-5.2k
WFA of San Diego, LLC Sold out -1,210-1.2k
Integrated Wealth Concepts LLC Reduced -1,150-1.1k
AVALON CAPITAL MANAGEMENT Reduced -967-967
Mowery & Schoenfeld Wealth Management, LLC Reduced -148-148
Onyx Bridge Wealth Group LLC Reduced -81-81

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Legend Financial Advisors, Inc. 5.77% of their portfolio PITTSBURGH, PA 255,221255.2k $10.1m $10.1m 5.77% Added +3.4k +3,359
2 Savant Capital, LLC 0.03% of their portfolio ROCKFORD, IL 253,601253.6k $9.8m $9.8m 0.03% Added +125.0k +124,989
3 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 75,64575.6k $3.0m $3.0m 0.00% Added +34.5k +34,463
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 61,77861.8k $2.5m $2.5m 0.00% Added +17.2k +17,152
5 AVALON CAPITAL MANAGEMENT 0.44% of their portfolio Port Of Redwood City, CA 47,23847.2k $1.9m $1.9m 0.44% Reduced -967 -967
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 29,65129.7k $1.2m $1.2m 0.00% Added +707 +707
7 Onyx Bridge Wealth Group LLC 0.08% of their portfolio TARRYTOWN, NY 22,79222.8k $906.3k $906.3k 0.08% Reduced -81 -81
8 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,97021.0k $833.9k $833.9k 0.00% Added +3.5k +3,497
9 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 19,22019.2k $764.3k $764.3k 0.02% Reduced -29.8k -29,843
10 Capital Investment Advisory Services, LLC 0.04% of their portfolio RALEIGH, NC 16,82216.8k $668.9k $668.9k 0.04% Reduced -5.2k -5,207
11 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 13,80613.8k $549.0k $549.0k 0.02% Added +6.5k +6,465
12 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,27613.3k $528.0k $528.0k 0.00% Unchanged
13 Arcus Capital Partners, LLC 0.17% of their portfolio ATLANTA, GA 10,17510.2k $404.6k $404.6k 0.17% Unchanged
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,13610.1k $403.0k $403.0k 0.00% Added +603 +603
15 Mowery & Schoenfeld Wealth Management, LLC 0.53% of their portfolio LINCOLNSHIRE, IL 9,8219.8k $390.5k $390.5k 0.53% Reduced -148 -148
16 Bond & Devick Financial Network, Inc. 0.06% of their portfolio ST. LOUIS PARK, MN 6,3616.4k $252.9k $252.9k 0.06% Unchanged
17 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 5,7755.8k $229.7k $229.7k 0.00% Reduced -1.1k -1,150