# ADVISORS SER TR (LCLG)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LCLG/

- Reporting holders: 4
- Reported value: $105.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [LOGAN CAPITAL MANAGEMENT INC](https://holderbook.com/funds/1121330-logan-capital-management-inc/) | $79.3M | 1,044,931 | 3.0% | 15 |
| [TOWNSQUARE CAPITAL LLC](https://holderbook.com/funds/1761755-townsquare-capital-llc/) | $25.3M | 332,524 | 4.6% | 7 |
| [PCB Capital LLC](https://holderbook.com/funds/2123661-pcb-capital-llc/) | $357.5K | 4,702 | 0.4% | 1 |
| [LANARK FINANCIAL, INC.](https://holderbook.com/funds/791540-lanark-financial-inc/) | $175.4K | 2,307 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 4 | $105.2M |
| Q1 2026 | 4 | $84.2M |
| Q4 2025 | 6 | $86.7M |
| Q3 2025 | 4 | $86.6M |
| Q2 2025 | 5 | $77.1M |
| Q1 2025 | 5 | $73.2M |
| Q4 2024 | 4 | $76.4M |
| Q3 2024 | 3 | $60.7M |
| Q2 2024 | 2 | $57.3M |
| Q1 2024 | 4 | $56.9M |
| Q4 2023 | 4 | $51.2M |
| Q3 2023 | 2 | $43.6M |