LST Institutional Ownership
Leuthold Select Industries ETF
1W: -0.0%
1M: -1.2%
3M: +1.7%
YTD: +17.2%
1Y: +20.5%
$47.44
+0.33 (+0.70%)
Weekly Expected Move ±1.7%
$46
$47
$47
$48
$49
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — LST
62
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
81M
Total Invested
8
New Positions
11
Increased
36
Reduced
27
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (64 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 234,143 | 11M | -334,664 | -58.8% | 6Q | SEC ↗ |
| 2 | Bison Wealth, LLC | 226,731 | 11M | +4,199 | +1.9% | 5Q | SEC ↗ |
| 3 | Welch Financial Planning, LLC | 218,880 | 10M | +13,714 | +6.7% | 3Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors | 149,885 | 7M | +12,941 | +9.4% | 4Q | SEC ↗ |
| 5 | Coastal Bridge Advisors, LLC | 146,704 | 7M | +45,473 | +44.9% | 6Q | SEC ↗ |
| 6 | Sigma Planning Corp | 105,920 | 5M | +3,460 | +3.4% | 3Q | SEC ↗ |
| 7 | Castleview Partners, LLC | 104,523 | 5M | -14,885 | -12.5% | 6Q | SEC ↗ |
| 8 | GTS SECURITIES LLC | 92,668 | 4M | +83,545 | +915.8% | 5Q | SEC ↗ |
| 9 | LEUTHOLD GROUP, LLC | 89,271 | 4M | +34,675 | +63.5% | 6Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC NEW | 77,958 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 11 | NewEdge Advisors, LLC NEW | 52,935 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Ashton Thomas Private Wealth, LLC | 35,730 | 2M | -5,928 | -14.2% | 5Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 33,051 | 2M | +135 | +0.4% | 3Q | SEC ↗ |
| 14 | Jacobi Capital Management LLC | 28,147 | 1M | -704 | -2.4% | 6Q | SEC ↗ |
| 15 | Sanctuary Advisors, LLC | 20,641 | 979K | -10,134 | -32.9% | 2Q | SEC ↗ |
| 16 | Apollon Wealth Management, LLC | 20,222 | 959K | +2,677 | +15.3% | 2Q | SEC ↗ |
| 17 | IFP Advisors, Inc | 18,051 | 856K | +1,000 | +5.9% | 2Q | SEC ↗ |
| 18 | Prospera Financial Services Inc NEW | 10,192 | 484K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Westhampton Capital, LLC | 9,393 | 446K | — | +0.0% | 4Q | SEC ↗ |
| 20 | CITADEL ADVISORS LLC | 9,112 | 432K | -8,729 | -48.9% | 6Q | SEC ↗ |
| 21 | Koshinski Asset Management, Inc. | 6,847 | 325K | — | +0.0% | 6Q | SEC ↗ |
| 22 | JANE STREET GROUP, LLC | 6,845 | 325K | -5,294 | -43.6% | 2Q | SEC ↗ |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC NEW | 5,326 | 253K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Owen LaRue, LLC NEW | 4,585 | 218K | — | +0.0% | 1Q | SEC ↗ |
| 25 | WFA of San Diego, LLC | 4,543 | 216K | -1,699 | -27.2% | 5Q | SEC ↗ |
| 26 | PRIVATE CLIENT SERVICES, LLC NEW | 4,319 | 205K | — | +0.0% | 1Q | SEC ↗ |
| 27 | HARBOUR INVESTMENTS, INC. | 4,034 | 191K | +2,720 | +207.0% | 2Q | SEC ↗ |
| 28 | WELLS FARGO & COMPANY/MN NEW | 3,122 | 148K | — | +0.0% | 1Q | SEC ↗ |
| 29 | CoreCap Advisors, LLC | 2,056 | 98K | -159,588 | -98.7% | 2Q | SEC ↗ |
| 30 | ISLAY CAPITAL MANAGEMENT, LLC | 1,541 | 73K | — | +0.0% | 6Q | SEC ↗ |
| 31 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,235 | 59K | — | +0.0% | 2Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO NEW | 990 | 47K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Allworth Financial LP | 381 | 18K | — | +0.0% | 2Q | SEC ↗ |
| 34 | Smartleaf Asset Management LLC | 137 | 6K | — | +0.0% | 2Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. | 69 | 3K | — | +0.0% | 2Q | SEC ↗ |
| 36 | CWM, LLC NEW | 67 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Hutchens & Kramer Investment Managemen | 0 | 0K | -13,523 | -100.0% | 1Q | SEC ↗ |
| 38 | RFG Advisory, LLC | 0 | 0K | -8,035 | -100.0% | 1Q | SEC ↗ |
| 39 | HERITAGE OAK WEALTH ADVISORS LLC | 0 | 0K | -99,553 | -100.0% | 1Q | SEC ↗ |
| 40 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 0 | 0K | -667 | -100.0% | 1Q | SEC ↗ |
| 41 | SWMG, LLC | 0 | 0K | -16,086 | -100.0% | 2Q | SEC ↗ |
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -12,137 | -100.0% | 1Q | SEC ↗ |
| 43 | Cetera Investment Advisers | 0 | 0K | -178,582 | -100.0% | 1Q | SEC ↗ |
| 44 | Encompass More Asset Management | 0 | 0K | -4,959 | -100.0% | 1Q | SEC ↗ |
| 45 | MAI Capital Management | 0 | 0K | -2 | -100.0% | 1Q | SEC ↗ |
| 46 | KINGSWOOD WEALTH ADVISORS, LLC | 0 | 0K | -10,397 | -100.0% | 1Q | SEC ↗ |
| 47 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | 0K | -154 | -100.0% | 1Q | SEC ↗ |
| 48 | Balefire, LLC | 0 | 0K | -23,624 | -100.0% | 1Q | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 0 | 0K | -20,336 | -100.0% | 1Q | SEC ↗ |
| 50 | Concurrent Investment Advisors, LLC | 0 | 0K | -28,707 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 77,958 | 4M |
| NewEdge Advisors, LLC | 52,935 | 3M |
| Prospera Financial Services Inc | 10,192 | 484K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5,326 | 253K |
| Owen LaRue, LLC | 4,585 | 218K |
| PRIVATE CLIENT SERVICES, LLC | 4,319 | 205K |
| WELLS FARGO & COMPANY/MN | 3,122 | 148K |
| JPMORGAN CHASE & CO | 990 | 47K |
| CWM, LLC | 67 | 3K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 277,426 | 13M |
| Cetera Investment Advisers | 178,582 | 8M |
| Atria Investments, Inc | 113,760 | 5M |
| HERITAGE OAK WEALTH ADVISORS LLC | 99,553 | 5M |
| United Advisor Group, LLC | 30,967 | 1M |
| Concurrent Investment Advisors, LLC | 28,707 | 1M |
| Balefire, LLC | 23,624 | 1M |
| Virtue Capital Management, LLC | 22,202 | 1M |
| Bank of New York Mellon Corp | 20,336 | 965K |
| Fulcrum Equity Management | 17,802 | 845K |
| Orion Porfolio Solutions, LLC | 17,448 | 828K |
| SWMG, LLC | 16,086 | 763K |
| Hutchens & Kramer Investment Manage | 13,523 | 642K |
| Legacy Wealth Partners, LLC | 12,258 | 582K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,137 | 576K |
| GeoWealth Management, LLC | 11,905 | 565K |
| WORLD EQUITY GROUP, INC. | 11,620 | 551K |
| KINGSWOOD WEALTH ADVISORS, LLC | 10,397 | 493K |
| RFG Advisory, LLC | 8,035 | 381K |
| Arkadios Wealth Advisors | 7,103 | 337K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | +83,545 | +915.8% | 92,668 |
| Coastal Bridge Advisors, LLC | +45,473 | +44.9% | 146,704 |
| LEUTHOLD GROUP, LLC | +34,675 | +63.5% | 89,271 |
| Welch Financial Planning, LLC | +13,714 | +6.7% | 218,880 |
| Cambridge Investment Research Advis | +12,941 | +9.4% | 149,885 |
| Bison Wealth, LLC | +4,199 | +1.9% | 226,731 |
| Sigma Planning Corp | +3,460 | +3.4% | 105,920 |
| HARBOUR INVESTMENTS, INC. | +2,720 | +207.0% | 4,034 |
| Apollon Wealth Management, LLC | +2,677 | +15.3% | 20,222 |
| IFP Advisors, Inc | +1,000 | +5.9% | 18,051 |
| COMMONWEALTH EQUITY SERVICES, LLC | +135 | +0.4% | 33,051 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -334,664 | -58.8% | 234,143 |
| CoreCap Advisors, LLC | -159,588 | -98.7% | 2,056 |
| Castleview Partners, LLC | -14,885 | -12.5% | 104,523 |
| Sanctuary Advisors, LLC | -10,134 | -32.9% | 20,641 |
| CITADEL ADVISORS LLC | -8,729 | -48.9% | 9,112 |
| Ashton Thomas Private Wealth, LLC | -5,928 | -14.2% | 35,730 |
| JANE STREET GROUP, LLC | -5,294 | -43.6% | 6,845 |
| WFA of San Diego, LLC | -1,699 | -27.2% | 4,543 |
| Jacobi Capital Management LLC | -704 | -2.4% | 28,147 |