Savant Capital’s Leuthold Core ETF LCR Stock Holding History

Savant Capital’s Portfolio LCR Stock Details LCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.76M	Buy	253,601 +124,989	+97%	+$4.87M	0.03%	298
2026 Q1	$4.79M	Sell	128,612 -4,438	-3%	-$170K	0.02%	270
2025 Q4	$5.07M	Sell	133,050 -98,283	-42%	-$3.73M	0.03%	248
2025 Q3	$8.79M	Sell	231,333 -50,176	-18%	-$1.85M	0.05%	174
2025 Q2	$10.2M	Sell	281,509 -86,461	-23%	-$2.99M	0.07%	151
2025 Q1	$12.6M	Buy	+367,970	New	+$12.8M	0.11%	117
2024 Q4	–	Sell	-706,867	Closed	-$25M	–	1471
2024 Q3	$25M	Sell	706,867 -126,964	-15%	-$4.37M	0.21%	81
2024 Q2	$28.1M	Buy	+833,831	New	+$27.8M	0.28%	66

Other funds holding LCR

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Savant Capital's LCR Position: Q2 2026 in Review

Savant Capital increased its Leuthold Core ETF (LCR) stake by 97% in Q2 2026, buying an estimated $4.87M and bringing the position to 253,601 shares worth $9.76M. The position accounts for 0.03% of the portfolio, ranked #298.

Savant Capital first reported a position in LCR in Q2 2024 and has held it in 8 quarters since. The position peaked at $28.1M in Q2 2024. 18 funds tracked by Wall St. Rank hold LCR as of Q2 2026.

Savant Capital held 253,601 shares of Leuthold Core ETF worth $9.76M as of Q2 2026.
Savant Capital bought 124,989 Leuthold Core ETF shares in Q2 2026, an estimated $4.87M.
Leuthold Core ETF made up 0.03% of Savant Capital's portfolio in Q2 2026, its #298 holding.
Savant Capital first reported a position in Leuthold Core ETF in Q2 2024 and has held it in 8 quarters since.
Savant Capital's Leuthold Core ETF position peaked at $28.1M in Q2 2024.
18 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.