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Leuthold Core ETF (LCR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Savant Capital, LLC
DECREASED
Shares124,834 from 253,601
Change-128,767 (-51%)
Value$5.0M (-$4.8M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
NEW
Shares90,204
Change+90,204
Value$3.6M
Filed 2026-10-16
Avalon Capital Management
DECREASED
Shares46,176 from 47,238
Change-1,062 (-2%)
Value$1.9M (-$28.0K)
Filed 2026-11-04
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares22,792 from 22,792
Change0 (0%)
Value$913.4K (+$7.0K)
Filed 2026-10-16
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares9,800 from 9,821
Change-21 (0%)
Value$392.7K (+$2.2K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 16,822
Change-16,822 (-100%)
Value$0 (-$668.9K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 13,276
Change-13,276 (-100%)
Value$0 (-$528.0K)
Filed 2026-11-02
Bond & Devick Financial Network, Inc.
CLOSED
Shares0 from 6,361
Change-6,361 (-100%)
Value$0 (-$252.9K)
Filed 2026-10-23
Legend Financial Advisors, Inc.
N/A
Shares— from 255,221
Change-255,221 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 75,645
Change-75,645 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 61,778
Change-61,778 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 29,651
Change-29,651 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,970
Change-20,970 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 19,220
Change-19,220 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 13,806
Change-13,806 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 10,175
Change-10,175 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,136
Change-10,136 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,776
Change-5,776 (-100%)
Value—
Status
Savant Capital, LLC
DECREASED124,834253,601-128,767-51%$9.8M$5.0M-$4.8M2026-11-06
Concurrent Investment Advisors, LLC
NEW90,204—+90,204——$3.6M—2026-10-16
Avalon Capital Management
DECREASED46,17647,238-1,062-2%$1.9M$1.9M-$28.0K2026-11-04
Onyx Bridge Wealth Group LLC
UNCHANGED22,79222,79200%$906.3K$913.4K+$7.0K2026-10-16
Mowery & Schoenfeld Wealth Management, LLC
DECREASED9,8009,821-210%$390.5K$392.7K+$2.2K2026-10-28
Capital Investment Advisory Services, LLC
CLOSED016,822-16,822-100%$668.9K$0-$668.9K2026-10-30
Cambridge Investment Research Advisors, Inc.
CLOSED013,276-13,276-100%$528.0K$0-$528.0K2026-11-02
Bond & Devick Financial Network, Inc.
CLOSED06,361-6,361-100%$252.9K$0-$252.9K2026-10-23
Legend Financial Advisors, Inc.
N/A—255,221-255,221-100%$10.1M———
Osaic Holdings, Inc.
N/A—75,645-75,645-100%$3.0M———
LPL Financial LLC
N/A—61,778-61,778-100%$2.5M———
Envestnet Asset Management Inc
N/A—29,651-29,651-100%$1.2M———
Citadel Advisors LLC
N/A—20,970-20,970-100%$833.9K———
GTS Securities LLC
N/A—19,220-19,220-100%$764.3K———
Centaurus Financial, Inc.
N/A—13,806-13,806-100%$549.0K———
Arcus Capital Partners, LLC
N/A—10,175-10,175-100%$404.6K———
Royal Bank of Canada
N/A—10,136-10,136-100%$403.0K———
Integrated Wealth Concepts LLC
N/A—5,776-5,776-100%$229.7K———
Showing 18 of 18 institutions