Who Owns MANAGED PORTFOLIO SERIES (LCR)? -- Institutional Holders (2026-03-31)
22 institutions reported holding $27.1M of MANAGED PORTFOLIO SERIES (LCR) in SEC 13F filings for 2026-03-31. Largest institutional holders: Legend Financial Advisors, Inc. ($9.4M), Savant Capital, LLC ($4.8M), GTS SECURITIES LLC ($1.8M), AVALON CAPITAL MANAGEMENT ($1.8M), LPL Financial LLC ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Legend Financial Advisors, Inc. | $9.4M | 251,862 | Added |
| 2 | Savant Capital, LLC | $4.8M | 128,612 | Trimmed |
| 3 | GTS SECURITIES LLC | $1.8M | 49,063 | Added |
| 4 | AVALON CAPITAL MANAGEMENT | $1.8M | 48,205 | Added |
| 5 | LPL Financial LLC | $1.7M | 44,626 | Added |
| 6 | OSAIC HOLDINGS, INC. | $1.5M | 41,182 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 28,944 | Added |
| 8 | Onyx Bridge Wealth Group LLC | $852,398 | 22,873 | Trimmed |
| 9 | Capital Investment Advisory Services, LLC | $820,943 | 22,029 | Trimmed |
| 10 | CITADEL ADVISORS LLC | $651,161 | 17,473 | New |
| 11 | Cambridge Investment Research Advisors, Inc. | $495,000 | 13,276 | New |
| 12 | Arcus Capital Partners, LLC | $379,196 | 10,175 | Trimmed |
| 13 | Mowery & Schoenfeld Wealth Management, LLC | $371,512 | 9,969 | Trimmed |
| 14 | Royal Bank of Canada | $355,000 | 9,533 | Added |
| 15 | CENTAURUS FINANCIAL, INC. | $274,000 | 7,341 | New |
| 16 | Integrated Wealth Concepts LLC | $258,083 | 6,925 | New |
| 17 | Spire Wealth Management | $242,345 | 6,503 | Added |
| 18 | Bond & Devick Financial Network, Inc. | $237,053 | 6,361 | Hold |
| 19 | WFA of San Diego, LLC | $45,093 | 1,210 | Hold |
| 20 | MORGAN STANLEY | $0 | 0 | Exited |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 22 | NVWM, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31