Leuthold SEL IND (LST)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Bison Wealth, LLC

INCREASED

Shares247,384 from 226,731

Change+20,653 (+9%)

Value$11.9M (+$1.4M)

Filed 2026-10-13

CoreCap Advisors, LLC

INCREASED

Shares244,336 from 2,056

Change+242,280 (+11784%)

Value$11.4M (+$11.3M)

Filed 2026-10-08

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares145,293 from 149,885

Change-4,592 (-3%)

Value$6.8K (-$7.0M)

Filed 2026-11-02

Sigma Planning Corp

INCREASED

Shares107,505 from 105,920

Change+1,585 (+2%)

Value$5.0M (+$74.4K)

Filed 2026-10-23

Castleview Partners, LLC

INCREASED

Shares106,268 from 104,523

Change+1,745 (+2%)

Value$5.0M (+$81.9K)

Filed 2026-10-09

Leuthold Group, LLC

DECREASED

Shares85,165 from 89,271

Change-4,106 (-5%)

Value$4.0M (-$191.6K)

Filed 2026-11-04

United Advisor Group, LLC

NEW

Shares46,175

Change+46,175

Value$2.2M

Filed 2026-11-03

Ashton Thomas Private Wealth, LLC

INCREASED

Shares43,430 from 35,730

Change+7,700 (+22%)

Value$2.0M (+$360.0K)

Filed 2026-11-03

IFP Advisors, Inc

INCREASED

Shares42,554 from 18,051

Change+24,503 (+136%)

Value$2.0M (+$1.1M)

Filed 2026-10-16

Private Client Services, LLC

INCREASED

Shares40,486 from 4,319

Change+36,167 (+837%)

Value$1.9M (+$1.7M)

Filed 2026-10-02

Commonwealth Equity Services, LLC

DECREASED

Shares31,790 from 33,051

Change-1,261 (-4%)

Value$1.5M (-$58.8K)

Filed 2026-11-02

Jacobi Capital Management LLC

INCREASED

Shares28,544 from 28,147

Change+397 (+1%)

Value$1.3M (+$18.6K)

Filed 2026-11-05

Apollon Wealth Management, LLC

INCREASED

Shares22,571 from 20,222

Change+2,349 (+12%)

Value$1.1M (+$109.8K)

Filed 2026-10-23

Prospera Financial Services Inc

INCREASED

Shares15,509 from 10,192

Change+5,317 (+52%)

Value$742.2K (+$266.0K)

Filed 2026-11-04

Kingswood Wealth Advisors, LLC

NEW

Shares14,648

Change+14,648

Value$684.6K

Filed 2026-10-23

Kestra Private Wealth Services, LLC

INCREASED

Shares12,524 from 5,326

Change+7,198 (+135%)

Value$585.3K (+$336.4K)

Filed 2026-10-30

Encompass More Asset Management

NEW

Shares11,012

Change+11,012

Value$514.6K

Filed 2026-10-16

Westhampton Capital, LLC

INCREASED

Shares9,558 from 9,393

Change+165 (+2%)

Value$446.7K (+$7.7K)

Filed 2026-10-30

Koshinski Asset Management, Inc.

DECREASED

Shares6,121 from 6,847

Change-726 (-11%)

Value$286.1K (-$33.9K)

Filed 2026-10-29

Wealthcare Advisory Partners LLC

NEW

Shares5,583

Change+5,583

Value$260.9K

Filed 2026-10-21

Simplicity Wealth,LLC

NEW

Shares4,877

Change+4,877

Value$227.9K

Filed 2026-10-23

MGO One Seven LLC

NEW

Shares4,757

Change+4,757

Value$222.3K

Filed 2026-10-28

Creative Financial Designs Inc

UNCHANGED

Shares1,235 from 1,235

Change0 (0%)

Value$57.7K (+$4)

Filed 2026-11-04

Islay Capital Management, LLC

CLOSED

Shares0 from 1,541

Change-1,541 (-100%)

Value$0 (-$72.0K)

Filed 2026-10-20

LPL Financial LLC

N/A

Shares— from 234,143

Change-234,143 (-100%)

Value—

Welch Financial Planning, LLC

N/A

Shares— from 218,880

Change-218,880 (-100%)

Value—

Coastal Bridge Advisors, LLC

N/A

Shares— from 146,704

Change-146,704 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 92,668

Change-92,668 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 77,958

Change-77,958 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 52,935

Change-52,935 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 20,641

Change-20,641 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 9,112

Change-9,112 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 6,845

Change-6,845 (-100%)

Value—

Owen LaRue, LLC

N/A

Shares— from 4,585

Change-4,585 (-100%)

Value—

WFA of San Diego, LLC

N/A

Shares— from 4,543

Change-4,543 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 4,034

Change-4,034 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 3,122

Change-3,122 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 990

Change-990 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 381

Change-381 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 137

Change-137 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 69

Change-69 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 57

Change-57 (-100%)

Value—

	Status
Bison Wealth, LLC	INCREASED	247,384	226,731	+20,653	+9%	$10.6M	$11.9M	+$1.4M	2026-10-13
CoreCap Advisors, LLC	INCREASED	244,336	2,056	+242,280	+11784%	$96.1K	$11.4M	+$11.3M	2026-10-08
Cambridge Investment Research Advisors, Inc.	DECREASED	145,293	149,885	-4,592	-3%	$7.0M	$6.8K	-$7.0M	2026-11-02
Sigma Planning Corp	INCREASED	107,505	105,920	+1,585	+2%	$4.9M	$5.0M	+$74.4K	2026-10-23
Castleview Partners, LLC	INCREASED	106,268	104,523	+1,745	+2%	$4.9M	$5.0M	+$81.9K	2026-10-09
Leuthold Group, LLC	DECREASED	85,165	89,271	-4,106	-5%	$4.2M	$4.0M	-$191.6K	2026-11-04
United Advisor Group, LLC	NEW	46,175	—	+46,175	—	—	$2.2M	—	2026-11-03
Ashton Thomas Private Wealth, LLC	INCREASED	43,430	35,730	+7,700	+22%	$1.7M	$2.0M	+$360.0K	2026-11-03
IFP Advisors, Inc	INCREASED	42,554	18,051	+24,503	+136%	$843.5K	$2.0M	+$1.1M	2026-10-16
Private Client Services, LLC	INCREASED	40,486	4,319	+36,167	+837%	$201.8K	$1.9M	+$1.7M	2026-10-02
Commonwealth Equity Services, LLC	DECREASED	31,790	33,051	-1,261	-4%	$1.5M	$1.5M	-$58.8K	2026-11-02
Jacobi Capital Management LLC	INCREASED	28,544	28,147	+397	+1%	$1.3M	$1.3M	+$18.6K	2026-11-05
Apollon Wealth Management, LLC	INCREASED	22,571	20,222	+2,349	+12%	$945.0K	$1.1M	+$109.8K	2026-10-23
Prospera Financial Services Inc	INCREASED	15,509	10,192	+5,317	+52%	$476.3K	$742.2K	+$266.0K	2026-11-04
Kingswood Wealth Advisors, LLC	NEW	14,648	—	+14,648	—	—	$684.6K	—	2026-10-23
Kestra Private Wealth Services, LLC	INCREASED	12,524	5,326	+7,198	+135%	$248.9K	$585.3K	+$336.4K	2026-10-30
Encompass More Asset Management	NEW	11,012	—	+11,012	—	—	$514.6K	—	2026-10-16
Westhampton Capital, LLC	INCREASED	9,558	9,393	+165	+2%	$438.9K	$446.7K	+$7.7K	2026-10-30
Koshinski Asset Management, Inc.	DECREASED	6,121	6,847	-726	-11%	$319.9K	$286.1K	-$33.9K	2026-10-29
Wealthcare Advisory Partners LLC	NEW	5,583	—	+5,583	—	—	$260.9K	—	2026-10-21
Simplicity Wealth,LLC	NEW	4,877	—	+4,877	—	—	$227.9K	—	2026-10-23
MGO One Seven LLC	NEW	4,757	—	+4,757	—	—	$222.3K	—	2026-10-28
Creative Financial Designs Inc	UNCHANGED	1,235	1,235	0	0%	$57.7K	$57.7K	+$4	2026-11-04
Islay Capital Management, LLC	CLOSED	0	1,541	-1,541	-100%	$72.0K	$0	-$72.0K	2026-10-20
LPL Financial LLC	N/A	—	234,143	-234,143	-100%	$10.9M	—	—	—
Welch Financial Planning, LLC	N/A	—	218,880	-218,880	-100%	$10.2M	—	—	—
Coastal Bridge Advisors, LLC	N/A	—	146,704	-146,704	-100%	$6.9M	—	—	—
GTS Securities LLC	N/A	—	92,668	-92,668	-100%	$4.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	77,958	-77,958	-100%	$3.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	52,935	-52,935	-100%	$2.5M	—	—	—
Sanctuary Advisors, LLC	N/A	—	20,641	-20,641	-100%	$964.6K	—	—	—
Citadel Advisors LLC	N/A	—	9,112	-9,112	-100%	$425.8K	—	—	—
Jane Street Group, LLC	N/A	—	6,845	-6,845	-100%	$319.9K	—	—	—
Owen LaRue, LLC	N/A	—	4,585	-4,585	-100%	$214.3K	—	—	—
WFA of San Diego, LLC	N/A	—	4,543	-4,543	-100%	$219.8K	—	—	—
Harbour Investments, Inc.	N/A	—	4,034	-4,034	-100%	$188.5K	—	—	—
Wells Fargo & Company	N/A	—	3,122	-3,122	-100%	$145.9K	—	—	—
JPMorgan Chase & Co	N/A	—	990	-990	-100%	$45.9K	—	—	—
Allworth Financial LP	N/A	—	381	-381	-100%	$17.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	137	-137	-100%	$6.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	69	-69	-100%	$3.3K	—	—	—
BFC Planning, Inc.	N/A	—	57	-57	-100%	$2.7K	—	—	—

Showing 42 of 42 institutions