LST — Managed Portfolio Ser Institutional Holders · Q3 2026
Who owns Managed Portfolio Ser (LST)? 3 institutions reported holding $18.28M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CoreCap Advisors, LLC ($11.4M), Castleview Partners, LLC ($5.0M), Private Client Services, LLC ($1.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $11.4M | 244,336 | Added |
| 2 | Castleview Partners, LLC | $5.0M | 106,268 | Added |
| 3 | PRIVATE CLIENT SERVICES, LLC | $1.9M | 40,486 | Added |
Source: SEC Form 13F filings · as of 2026-09-30