# MANAGED PORTFOLIO SER (LST)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LST/

- Reporting holders: 3
- Reported value: $18.3M
- 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 |
|---|---|---|---|---|
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $11.4M | 244,336 | 0.3% | 3 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $5.0M | 106,268 | 2.2% | 7 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $1.9M | 40,486 | 0.5% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $18.3M |
| Q2 2026 | 35 | $81.3M |
| Q1 2026 | 55 | $116.5M |
| Q4 2025 | 19 | $37.6M |
| Q3 2025 | 15 | $20.1M |
| Q2 2025 | 14 | $14.5M |
| Q1 2025 | 8 | $4.2M |