LCR Institutional Ownership
Leuthold Core Exchange Traded Fund
1W: -0.4%
1M: -1.1%
3M: +1.1%
YTD: +5.3%
1Y: +7.2%
3Y: +39.7%
5Y: +39.9%
$40.22
+0.09 (+0.23%)
Weekly Expected Move ±0.8%
$40
$40
$40
$41
$41
Overview
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Holdings
Changes
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Institutional Ownership — LCR
18
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
34M
Total Invested
0
New Positions
8
Increased
7
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (21 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Legend Financial Advisors, Inc. | 255,221 | $10M | +3,359 | +1.3% | 5Q | SEC ↗ |
| 2 | Savant Capital, LLC | 253,601 | $10M | +124,989 | +97.2% | 6Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 75,645 | $3M | +34,463 | +83.7% | 6Q | SEC ↗ |
| 4 | LPL Financial LLC | 61,778 | $2M | +17,152 | +38.4% | 6Q | SEC ↗ |
| 5 | AVALON CAPITAL MANAGEMENT | 47,238 | $2M | -967 | -2.0% | 6Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 29,651 | $1M | +707 | +2.4% | 6Q | SEC ↗ |
| 7 | Onyx Bridge Wealth Group LLC | 22,792 | $917K | -81 | -0.4% | 6Q | SEC ↗ |
| 8 | CITADEL ADVISORS LLC | 20,970 | $843K | +3,497 | +20.0% | 2Q | SEC ↗ |
| 9 | GTS SECURITIES LLC | 19,220 | $773K | -29,843 | -60.8% | 6Q | SEC ↗ |
| 10 | Capital Investment Advisory Services, | 16,822 | $677K | -5,207 | -23.6% | 6Q | SEC ↗ |
| 11 | CENTAURUS FINANCIAL, INC. | 13,806 | $555K | +6,465 | +88.1% | 2Q | SEC ↗ |
| 12 | Cambridge Investment Research Advisors | 13,276 | $534K | — | +0.0% | 2Q | SEC ↗ |
| 13 | Arcus Capital Partners, LLC | 10,175 | $409K | — | +0.0% | 6Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 10,136 | $408K | +603 | +6.3% | 5Q | SEC ↗ |
| 15 | Mowery & Schoenfeld Wealth Management, | 9,821 | $395K | -148 | -1.5% | 6Q | SEC ↗ |
| 16 | Bond & Devick Financial Network, Inc. | 6,361 | $256K | — | +0.0% | 5Q | SEC ↗ |
| 17 | Integrated Wealth Concepts LLC | 5,776 | $232K | -1,149 | -16.6% | 2Q | SEC ↗ |
| 18 | MORGAN STANLEY | 0 | $0K | -4,440 | -100.0% | 1Q | SEC ↗ |
| 19 | NVWM, LLC | 0 | $0K | -200 | -100.0% | 4Q | SEC ↗ |
| 20 | WFA of San Diego, LLC | 0 | $0K | -1,210 | -100.0% | 4Q | SEC ↗ |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -12,007 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,007 | $483K |
| MORGAN STANLEY | 4,440 | $179K |
| WFA of San Diego, LLC | 1,210 | $49K |
| NVWM, LLC | 200 | $8K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Savant Capital, LLC | +124,989 | +97.2% | 253,601 |
| OSAIC HOLDINGS, INC. | +34,463 | +83.7% | 75,645 |
| LPL Financial LLC | +17,152 | +38.4% | 61,778 |
| CENTAURUS FINANCIAL, INC. | +6,465 | +88.1% | 13,806 |
| CITADEL ADVISORS LLC | +3,497 | +20.0% | 20,970 |
| Legend Financial Advisors, Inc. | +3,359 | +1.3% | 255,221 |
| ENVESTNET ASSET MANAGEMENT INC | +707 | +2.4% | 29,651 |
| ROYAL BANK OF CANADA | +603 | +6.3% | 10,136 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | -29,843 | -60.8% | 19,220 |
| Capital Investment Advisory Service | -5,207 | -23.6% | 16,822 |
| Integrated Wealth Concepts LLC | -1,149 | -16.6% | 5,776 |
| AVALON CAPITAL MANAGEMENT | -967 | -2.0% | 47,238 |
| Mowery & Schoenfeld Wealth Manageme | -148 | -1.5% | 9,821 |
| Onyx Bridge Wealth Group LLC | -81 | -0.4% | 22,792 |