Who Owns MANAGED PORTFOLIO SERIES (LST)? -- Institutional Holders (2026-03-31)

56 institutions reported holding $116.5M of MANAGED PORTFOLIO SERIES (LST) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($23.0M), ENVESTNET ASSET MANAGEMENT INC ($11.2M), Bison Wealth, LLC ($10.1M), Welch Financial Planning, LLC ($8.3M), Cetera Investment Advisers ($7.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$23.0M568,807Added
2ENVESTNET ASSET MANAGEMENT INC$11.2M277,426New
3Bison Wealth, LLC$10.1M222,532Added
4Welch Financial Planning, LLC$8.3M205,166Added
5Cetera Investment Advisers$7.2M178,582New
6CoreCap Advisors, LLC$6.5M161,644New
7Cambridge Investment Research Advisors, Inc.$5.5M136,944Added
8Castleview Partners, LLC$4.8M119,408Added
9Atria Investments, Inc$4.6M113,760New
10Sigma Planning Corp$4.1M102,460Added
11Coastal Bridge Advisors, LLC$4.1M101,231Added
12HERITAGE OAK WEALTH ADVISORS LLC$4.0M99,553New
13LEUTHOLD GROUP, LLC$2.2M54,596Added
14Ashton Thomas Private Wealth, LLC$1.7M41,658Added
15COMMONWEALTH EQUITY SERVICES, LLC$1.3M32,916Added
16United Advisor Group, LLC$1.3M30,967New
17Sanctuary Advisors, LLC$1.2M30,775New
18Jacobi Capital Management LLC$1.2M28,851Trimmed
19Concurrent Investment Advisors, LLC$1.2M28,707New
20Balefire, LLC$955,59123,624New
21Virtue Capital Management, LLC$870,54022,202New
22Bank of New York Mellon Corp$822,59120,336New
23CITADEL ADVISORS LLC$721,66817,841Added
24Fulcrum Equity Management$720,09617,802New
25Apollon Wealth Management, LLC$709,69517,545New

Source: SEC Form 13F filings · as of 2026-03-31