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Leuthold Core ETF

18 hedge funds and large institutions have $30.3M invested in Leuthold Core ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

6% more funds holding

Funds holding: 1718 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.58% less ownership

Funds ownership: 48.14%43.56% (-4.6%)

12% less capital invested

Capital invested by funds: $34.3M → $30.3M (-$4M)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% 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
2
Increased
5
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1
Legend Financial Advisors
Pennsylvania
$9.45M -$272K -7,158 -3%
Osaic Holdings
2
Osaic Holdings
Arizona
$7.07M -$333K -8,762 -5%
SC
3
Savant Capital
Illinois
$5.07M -$3.73M -98,283 -42%
ACM
4
Avalon Capital Management
California
$1.83M -$27.5K -724 -1%
GS
5
GTS Securities
New York
$1.54M +$580K +15,271 +61%
OBWG
6
Onyx Bridge Wealth Group
New York
$881K +$6.92K +182 +0.8%
CIAS
7
Capital Investment Advisory Services
North Carolina
$865K -$115K -3,033 -12%
LPL Financial
8
LPL Financial
California
$823K +$18.7K +491 +2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$457K +$456K +12,007 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$452K -$517K -13,615 -53%
MSWM
11
Mowery & Schoenfeld Wealth Management
Illinois
$418K -$988 -26 -0.2%
ACP
12
Arcus Capital Partners
Georgia
$405K -$131K -3,437 -24%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$310K +$11.6K +304 +4%
SWM
14
Spire Wealth Management
Virginia
$243K +$118K +3,100 +95%
BDFN
15
Bond & Devick Financial Network
Minnesota
$242K
Morgan Stanley
16
Morgan Stanley
New York
$169K +$169K +4,440 New
WOSD
17
WFA of San Diego
California
$46.1K -$3.34K -88 -7%
NL
18
NVWM LLC
Pennsylvania
$7.62K
IWC
19
Integrated Wealth Concepts
Massachusetts
-$318K -8,379 Closed

LCR Hedge Fund Activity: Q4 2025 in Review

18 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q4 2025, worth a combined $30.3M — down 12% from $34.3M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new LCR positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 9 trimmed.

The largest buyer was GTS Securities, adding an estimated $580K. The largest seller was Savant Capital, cutting an estimated $3.73M.

  • 18 institutional investors held Leuthold Core ETF (LCR) as of Q4 2025, up from 17 in Q3 2025.
  • Funds reported $30.3M of Leuthold Core ETF stock for Q4 2025, down 12% quarter-over-quarter.
  • 2 funds opened new Leuthold Core ETF positions in Q4 2025 and 1 closed out, a net change of +1 holder.
  • The largest Leuthold Core ETF buyer in Q4 2025 was GTS Securities, an estimated $580K added.
  • The largest Leuthold Core ETF seller in Q4 2025 was Savant Capital, an estimated $3.73M sold.

Based on aggregated 13F filings for Q4 2025.