8 institutions reported holding $15.8M of MANAGED PORTFOLIO SER (LCR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Legend Financial Advisors, Inc. ($10.1M), AVALON CAPITAL MANAGEMENT ($1.9M), ENVESTNET ASSET MANAGEMENT INC ($1.2M), Onyx Bridge Wealth Group LLC ($906,316), Capital Investment Advisory Services, LLC ($668,929). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Legend Financial Advisors, Inc. | $10.1M | 255,221 | Added |
| 2 | AVALON CAPITAL MANAGEMENT | $1.9M | 47,238 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 29,651 | Added |
| 4 | Onyx Bridge Wealth Group LLC | $906,316 | 22,792 | Trimmed |
| 5 | Capital Investment Advisory Services, LLC | $668,929 | 16,822 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $528,000 | 13,276 | Hold |
| 7 | Spire Wealth Management | $258,590 | 6,503 | Hold |
| 8 | Bond & Devick Financial Network, Inc. | $252,944 | 6,361 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30