19 institutions reported holding $34.6M of MANAGED PORTFOLIO SER (LCR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Legend Financial Advisors, Inc. ($10.1M), Savant Capital, LLC ($9.8M), OSAIC HOLDINGS, INC. ($3.0M), LPL Financial LLC ($2.5M), AVALON CAPITAL MANAGEMENT ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Legend Financial Advisors, Inc. | $10.1M | 255,221 | Added |
| 2 | Savant Capital, LLC | $9.8M | 253,601 | Added |
| 3 | OSAIC HOLDINGS, INC. | $3.0M | 75,645 | Added |
| 4 | LPL Financial LLC | $2.5M | 61,778 | Added |
| 5 | AVALON CAPITAL MANAGEMENT | $1.9M | 47,238 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 29,651 | Added |
| 7 | Onyx Bridge Wealth Group LLC | $906,316 | 22,792 | Trimmed |
| 8 | CITADEL ADVISORS LLC | $833,868 | 20,970 | Added |
| 9 | GTS SECURITIES LLC | $764,283 | 19,220 | Trimmed |
| 10 | Capital Investment Advisory Services, LLC | $668,929 | 16,822 | Trimmed |
| 11 | CENTAURUS FINANCIAL, INC. | $549,000 | 13,806 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $528,000 | 13,276 | Hold |
| 13 | Arcus Capital Partners, LLC | $404,615 | 10,175 | Hold |
| 14 | Royal Bank of Canada | $403,000 | 10,136 | Added |
| 15 | Mowery & Schoenfeld Wealth Management, LLC | $390,531 | 9,821 | Trimmed |
| 16 | Spire Wealth Management | $258,590 | 6,503 | Hold |
| 17 | Bond & Devick Financial Network, Inc. | $252,944 | 6,361 | Hold |
| 18 | Integrated Wealth Concepts LLC | $229,672 | 5,775 | Trimmed |
| 19 | WFA of San Diego, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30