Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free LCR Stock Alerts

Leuthold Core ETF (LCR) Institutional Ownership

$40.79 +0.02 (+0.05%)
As of 02:45 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
8/15/2025WFA 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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
5/4/2022Advisor Group Holdings Inc.25,345$779K0.0%+9.5%3.496%


LCR Institutional Ownership - Frequently Asked Questions

During the previous two years, 14 institutional investors and hedge funds held shares of Leuthold Core ETF. The most heavily invested institutionals were 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), Arcus Capital Partners LLC ($1.54M), and LPL Financial LLC ($1.38M).Learn more on Leuthold Core ETF's institutional investors.

Of the 10 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: Raymond James Financial Inc. ($76.29K), LPL Financial LLC ($16.31K), Jane Street Group LLC ($11.81K), Integrated Wealth Concepts LLC ($9.19K), Avalon Capital Management ($8.24K), Legend Financial Advisors Inc. ($2.82K), and Dynamic Advisor Solutions LLC ($2.04K).

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

Institutional ownership data for NYSEARCA:LCR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/15/2025. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
Why I'm sending this one to my own family
Behind the Markets editor Kelly Maguire says she has never sent an email quite like this one. A sealed congres...
Behind the Markets | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel