# MANAGED PORTFOLIO SER (LCR)

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

- Reporting holders: 17
- Reported value: $36.6M
- 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 |
|---|---|---|---|---|
| [Legend Financial Advisors, Inc.](https://holderbook.com/funds/1781948-legend-financial-advisors-inc/) | $10.1M | 255,221 | 5.8% | 5 |
| [Savant Capital, LLC](https://holderbook.com/funds/1482880-savant-capital-llc/) | $9.8M | 253,601 | 0.0% | 6 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $3.0M | 75,645 | 0.0% | 6 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $2.5M | 61,778 | 0.0% | 6 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $2.4M | 59,302 | 0.0% | 6 |
| [AVALON CAPITAL MANAGEMENT](https://holderbook.com/funds/1510809-avalon-capital-management/) | $1.9M | 47,238 | 0.4% | 6 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.7M | 41,940 | 0.0% | 2 |
| [Onyx Bridge Wealth Group LLC](https://holderbook.com/funds/1819476-onyx-bridge-wealth-group-llc/) | $906.3K | 22,792 | 0.1% | 6 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $764.3K | 19,220 | 0.0% | 6 |
| [Capital Investment Advisory Services, LLC](https://holderbook.com/funds/1659203-capital-investment-advisory-services-llc/) | $668.9K | 16,822 | 0.0% | 6 |
| [CENTAURUS FINANCIAL, INC.](https://holderbook.com/funds/891943-centaurus-financial-inc/) | $549.0K | 13,806 | 0.0% | 2 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $528.0K | 13,276 | 0.0% | 2 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $459.3K | 11,551 | 0.0% | 2 |
| [Arcus Capital Partners, LLC](https://holderbook.com/funds/1651960-arcus-capital-partners-llc/) | $404.6K | 10,175 | 0.2% | 6 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $403.0K | 10,136 | 0.0% | 5 |
| [Mowery & Schoenfeld Wealth Management, LLC](https://holderbook.com/funds/2019946-mowery-schoenfeld-wealth-management-llc/) | $390.5K | 9,821 | 0.5% | 6 |
| [Bond & Devick Financial Network, Inc.](https://holderbook.com/funds/1843495-bond-devick-financial-network-inc/) | $252.9K | 6,361 | 0.1% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 17 | $36.6M |
| Q1 2026 | 18 | $26.8M |
| Q4 2025 | 17 | $30.0M |
| Q3 2025 | 16 | $34.2M |
| Q2 2025 | 19 | $36.0M |
| Q1 2025 | 16 | $34.6M |