Free Trial
$100 Off Ends Tonight! MarketBeat All Access Returns to $249
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Save $100 Now
Claim MarketBeat All Access Sale Promotion

Leuthold Core ETF (LCR) Institutional Ownership

$39.22 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Leuthold Core ETF (NYSEARCA:LCR)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$57.44K
Number of
Institutional Sellers
(last 12 months)
0
Get LCR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Leuthold Core ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

LCR Institutional Buying and Selling by Quarter

Leuthold Core ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 WFA of San Diego LLC1,588$57K0.0%N/A0.084%
5/16/2025Integrated Wealth Concepts LLC9,185$315K0.0%N/A0.452%
4/25/2025Koshinski Asset Management Inc.49,266$1.69M0.1%-8.8%2.403%
2/14/2025Jane Street Group LLC11,808$406K0.0%N/A0.458%
2/13/2025Raymond James Financial Inc.38,147$1.31M0.0%N/A1.479%
2/11/2025LPL Financial LLC40,064$1.38M0.0%+68.7%1.553%
2/6/2025Raymond James Financial Inc.38,147$1.31M0.0%N/A1.479%
2/4/2025Avalon Capital Management45,233$1.55M0.5%+22.3%1.753%
1/30/2025Arcus Capital Partners LLC45,660$1.54M0.6%-2.7%1.770%
1/27/2025Onyx Bridge Wealth Group LLC19,493$669K0.1%+1.8%0.756%
1/24/2025Spire Wealth Management150,064$5.15M0.2%-3.3%5.816%
1/21/2025Dynamic Advisor Solutions LLC10,742$369K0.0%+23.4%0.416%
1/7/2025Legend Financial Advisors Inc.241,083$8.28M5.8%+1.2%9.344%
11/5/2024Arcus Capital Partners LLC46,931$1.66M0.6%-1.4%1.819%
11/4/2024Bond & Devick Financial Network Inc.7,578$268K0.1%+21.7%0.294%
10/23/2024Mowery & Schoenfeld Wealth Management LLC92,291$3.27M5.2%-17.1%3.577%
10/18/2024Legend Financial Advisors Inc.238,260$8.44M5.8%-2.2%9.235%
8/6/2024Savant Capital LLC833,831$28.08M0.3%N/A32.319%
7/27/2024Legend Financial Advisors Inc.243,499$8.20M5.8%-3.4%9.438%
7/24/2024Avalon Capital Management37,771$1.27M0.4%+174.8%1.464%
7/24/2024Arcus Capital Partners LLC47,597$1.60M0.6%+4.2%1.845%
7/15/2024Dynamic Advisor Solutions LLC8,663$292K0.0%-4.1%0.336%
7/12/2024Bond & Devick Financial Network Inc.6,226$210K0.1%-13.2%0.241%
6/11/2024EverSource Wealth Advisors LLC9,217$300K0.0%N/A0.357%
5/9/2024Koshinski Asset Management Inc.52,726$1.78M0.2%-35.7%2.068%
4/26/2024Bond & Devick Financial Network Inc.7,172$242K0.1%N/A0.281%
4/25/2024Capital Investment Advisory Services LLC95,030$3.21M0.3%-35.3%3.727%
4/24/2024Spire Wealth Management156,231$5.27M0.2%-2.5%6.127%
4/17/2024Avalon Capital Management13,743$464K0.2%+10.2%0.539%
4/17/2024Legend Financial Advisors Inc.251,963$8.50M6.2%+1.5%9.881%
2/6/2024Spire Wealth Management160,180$5.16M0.2%N/A7.281%
2/1/2024Capital Investment Advisory Services LLC146,839$4.72M0.4%+130.6%6.675%
1/31/2024Legend Financial Advisors Inc.248,273$7.99M6.4%-1.1%11.285%
1/31/2024Onyx Bridge Wealth Group LLC19,145$616K0.1%-13.9%0.870%
1/29/2024Koshinski Asset Management Inc.82,048$2.64M0.4%+98.8%3.729%
1/26/2024Bridgeworth LLC905,930$29.15M2.9%-1.1%41.179%
1/23/2024Arcus Capital Partners LLC45,930$1.48M0.5%+45.3%2.088%
1/12/2024Avalon Capital Management12,476$401K0.2%N/A0.567%
1/11/2024Dynamic Advisor Solutions LLC9,347$296K0.0%-9.4%0.425%
11/2/2023Capital Investment Advisory Services LLC63,683$1.93M0.2%+89.7%2.895%
SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)

Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.tc pixel

See how to get positioned in SpaceX before the announcement goes public
10/24/2023Bridgeworth LLC915,834$27.75M3.1%+0.9%41.629%
10/18/2023Koshinski Asset Management Inc.41,265$1.25M0.1%+10.8%1.876%
10/16/2023Onyx Bridge Wealth Group LLC22,235$674K0.2%+198.5%1.011%
10/11/2023Dynamic Advisor Solutions LLC10,319$313K0.0%-18.6%0.469%
8/10/2023WFA of San Diego LLC1,966$61K0.1%N/A0.089%
8/8/2023Balboa Wealth Partners6,932$215K0.1%N/A0.315%
8/3/2023Dynamic Advisor Solutions LLC12,672$393K0.0%-4.7%0.576%
7/31/2023Bridgeworth LLC907,688$28.14M3.1%+0.1%41.259%
7/28/2023Koshinski Asset Management Inc.37,241$1.15M0.1%-35.8%1.693%
7/28/2023Capital Investment Advisory Services LLC33,576$1.04M0.1%N/A1.526%
7/25/2023Onyx Bridge Wealth Group LLC7,450$231K0.1%N/A0.343%
5/9/2023Arcus Capital Partners LLC31,832$945K0.3%-1.8%1.467%
4/20/2023Bridgeworth LLC906,887$26.94M3.4%+7.4%41.792%
4/12/2023Koshinski Asset Management Inc.57,990$1.72M0.2%+6.7%2.672%
2/7/2023Bridgeworth LLC844,427$24.47M3.9%+379.6%40.211%
1/31/2023WFA of San Diego LLC2,585$75K0.1%N/A0.123%
1/30/2023Legend Financial Advisors Inc.260,403$7.55M6.6%-1.5%12.400%
1/27/2023Arcus Capital Partners LLC32,399$939K0.4%-13.5%1.543%
1/24/2023Koshinski Asset Management Inc.54,367$1.58M0.2%+278.9%2.589%
1/13/2023Dynamic Advisor Solutions LLC9,806$284K0.0%-7.4%0.471%
11/18/2022Legend Financial Advisors Inc.264,421$7.27M6.8%N/A14.939%
10/28/2022Bridgeworth LLC176,086$4.84M1.1%+59.6%10.062%
10/25/2022Arcus Capital Partners LLC37,457$1.03M0.4%-2.7%2.165%
10/20/2022Koshinski Asset Management Inc.14,348$395K0.0%+88.7%1.130%
10/18/2022Koshinski Asset Management Inc.14,348$92K0.0%+88.7%1.130%
8/10/2022Bridgeworth LLC110,359$3.10M0.7%N/A12.262%
7/29/2022Arcus Capital Partners LLC38,507$1.08M0.5%-6.2%4.279%
7/28/2022WFA of San Diego LLC2,539$71K0.1%N/A0.282%
7/27/2022Dynamic Advisor Solutions LLC10,299$289K0.0%+31.9%1.144%
5/6/2022BDO Wealth Advisors LLC1,294$40K0.0%-48.8%0.173%
5/4/2022Advisor Group Holdings Inc.25,345$779K0.0%+9.5%3.496%
5/4/2022Arcus Capital Partners LLC41,071$1.26M0.4%N/A5.665%
4/20/2022Koshinski Asset Management Inc.7,873$242K0.0%+44.4%1.125%


LCR Institutional Ownership - Frequently Asked Questions

During the previous two years, 16 institutional investors and hedge funds held shares of Leuthold Core ETF. The most heavily invested institutionals were Savant Capital LLC ($28.08M), Legend Financial Advisors Inc. ($8.28M), Spire Wealth Management ($5.15M), Mowery & Schoenfeld Wealth Management LLC ($3.27M), Koshinski Asset Management Inc. ($1.69M), Avalon Capital Management ($1.55M), and Arcus Capital Partners LLC ($1.54M).Learn more on Leuthold Core ETF's institutional investors.

Of the 13 institutional investors that purchased Leuthold Core ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Savant Capital LLC ($833.83K), Raymond James Financial Inc. ($76.29K), Avalon Capital Management ($32.27K), LPL Financial LLC ($16.31K), Jane Street Group LLC ($11.81K), EverSource Wealth Advisors LLC ($9.22K), and Integrated Wealth Concepts LLC ($9.19K).

Institutional investors have bought a total of 1,588 shares in the last 24 months. This purchase volume represents approximately $57.44K in transactions.


Related Companies

This page (NYSEARCA:LCR) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel