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Leuthold Core ETF

19 hedge funds and large institutions have $27.1M invested in Leuthold Core ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

6% more funds holding

Funds holding: 1819 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.77% less ownership

Funds ownership: 43.56%39.79% (-3.8%)

11% less capital invested

Capital invested by funds: $30.3M → $27.1M (-$3.22M)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1
Legend Financial Advisors
Pennsylvania
$9.39M +$148K +3,860 +2%
SC
2
Savant Capital
Illinois
$4.79M -$170K -4,438 -3%
GS
3
GTS Securities
New York
$1.83M +$327K +8,557 +21%
ACM
4
Avalon Capital Management
California
$1.8M +$5.01K +131 +0.3%
LPL Financial
5
LPL Financial
California
$1.66M +$881K +23,018 +107%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.53M -$5.53M -144,452 -78%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.08M +$654K +17,084 +144%
OBWG
8
Onyx Bridge Wealth Group
New York
$852K -$9.57K -250 -1%
CIAS
9
Capital Investment Advisory Services
North Carolina
$821K -$25.8K -673 -3%
Citadel Advisors
10
Citadel Advisors
Florida
$651K +$669K +17,473 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$495K +$508K +13,276 New
ACP
12
Arcus Capital Partners
Georgia
$379K -$17.3K -452 -4%
MSWM
13
Mowery & Schoenfeld Wealth Management
Illinois
$372K -$38.5K -1,007 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$355K +$53.2K +1,391 +17%
CF
15
Centaurus Financial
California
$274K +$281K +7,341 New
IWC
16
Integrated Wealth Concepts
Massachusetts
$258K +$265K +6,925 New
SWM
17
Spire Wealth Management
Virginia
$242K +$5.05K +132 +2%
BDFN
18
Bond & Devick Financial Network
Minnesota
$237K
WOSD
19
WFA of San Diego
California
$45.1K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$457K -12,007 Closed
Morgan Stanley
21
Morgan Stanley
New York
-$169K -4,440 Closed
NL
22
NVWM LLC
Pennsylvania
-$7.62K -200 Closed

LCR Hedge Fund Activity: Q1 2026 in Review

19 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Leuthold Core ETF (LCR) for Q1 2026, worth a combined $27.1M — down 11% from $30.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new LCR positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $881K. The largest seller was Osaic Holdings, cutting an estimated $5.53M.

  • 19 institutional investors held Leuthold Core ETF (LCR) as of Q1 2026, up from 18 in Q4 2025.
  • Funds reported $27.1M of Leuthold Core ETF stock for Q1 2026, down 11% quarter-over-quarter.
  • 4 funds opened new Leuthold Core ETF positions in Q1 2026 and 3 closed out, a net change of +1 holder.
  • The largest Leuthold Core ETF buyer in Q1 2026 was LPL Financial, an estimated $881K added.
  • The largest Leuthold Core ETF seller in Q1 2026 was Osaic Holdings, an estimated $5.53M sold.

Based on aggregated 13F filings for Q1 2026.