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Leuthold Core ETF

17 hedge funds and large institutions have $34.3M invested in Leuthold Core ETF in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $35.8M → $34.3M (-$1.53M)

2.79% less ownership

Funds ownership: 50.93%48.14% (-2.8%)

15% less funds holding

Funds holding: 2017 (-3)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
Increased
4
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1
Legend Financial Advisors
Pennsylvania
$9.69M +$113K +3,079 +1%
SC
2
Savant Capital
Illinois
$8.79M -$1.85M -50,176 -18%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.37M +$699K +18,989 +11%
ACM
4
Avalon Capital Management
California
$1.85M -$11.5K -313 -0.6%
CIAS
5
Capital Investment Advisory Services
North Carolina
$978K -$125K -3,384 -12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$968K +$106K +2,870 +13%
GS
7
GTS Securities
New York
$959K -$1.87M -50,924 -67%
OBWG
8
Onyx Bridge Wealth Group
New York
$871K
LPL Financial
9
LPL Financial
California
$802K -$15.1K -410 -2%
ACP
10
Arcus Capital Partners
Georgia
$534K -$11.6K -315 -2%
MSWM
11
Mowery & Schoenfeld Wealth Management
Illinois
$418K -$9.2K -250 -2%
IWC
12
Integrated Wealth Concepts
Massachusetts
$318K -$30.4K -827 -9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$298K +$137K +3,724 +91%
BDFN
14
Bond & Devick Financial Network
Minnesota
$242K
SWM
15
Spire Wealth Management
Virginia
$124K
WOSD
16
WFA of San Diego
California
$49.3K -$10.7K -290 -18%
NL
17
NVWM LLC
Pennsylvania
$7.6K
Citadel Advisors
18
Citadel Advisors
Florida
-$276K -7,622 Closed
Raymond James Financial
19
Raymond James Financial
Florida
-$95K -2,625 Closed
UBS Group
20
UBS Group
Switzerland
-$76.1K -2,104 Closed

LCR Hedge Fund Activity: Q3 2025 in Review

17 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q3 2025, worth a combined $34.3M — down 4.3% from $35.8M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of LCR and 0 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 4 added.

The largest buyer was Osaic Holdings, adding an estimated $699K. The largest seller was GTS Securities, cutting an estimated $1.87M.

  • 17 institutional investors held Leuthold Core ETF (LCR) as of Q3 2025, down from 20 in Q2 2025.
  • Funds reported $34.3M of Leuthold Core ETF stock for Q3 2025, down 4.3% quarter-over-quarter.
  • 0 funds opened new Leuthold Core ETF positions in Q3 2025 and 3 closed out, a net change of -3 holders.
  • The largest Leuthold Core ETF buyer in Q3 2025 was Osaic Holdings, an estimated $699K added.
  • The largest Leuthold Core ETF seller in Q3 2025 was GTS Securities, an estimated $1.87M sold.

Based on aggregated 13F filings for Q3 2025.