LCR — Managed Portfolio Ser 机构持仓 · 2026年Q2
谁持有 Managed Portfolio Ser（LCR）？2026年Q2（报告期截至 2026-06-30）共有 19 家机构在 SEC 13F 申报中报告持有，合计 3,462.41 万美元。前几大持有机构：Legend Financial Advisors, Inc.（1,010.00 万美元）、Savant Capital, LLC（980.00 万美元）、Osaic Holdings, Inc.（300.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Legend Financial Advisors, Inc. | $10.1M | 255,221 | 增持 |
| 2 | Savant Capital, LLC | $9.8M | 253,601 | 增持 |
| 3 | OSAIC HOLDINGS, INC. | $3.0M | 75,645 | 增持 |
| 4 | LPL Financial LLC | $2.5M | 61,778 | 增持 |
| 5 | AVALON CAPITAL MANAGEMENT | $1.9M | 47,238 | 减持 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 29,651 | 增持 |
| 7 | Onyx Bridge Wealth Group LLC | $906,316 | 22,792 | 减持 |
| 8 | CITADEL ADVISORS LLC | $833,868 | 20,970 | 增持 |
| 9 | GTS SECURITIES LLC | $764,283 | 19,220 | 减持 |
| 10 | Capital Investment Advisory Services, LLC | $668,929 | 16,822 | 减持 |
| 11 | CENTAURUS FINANCIAL, INC. | $549,000 | 13,806 | 增持 |
| 12 | Cambridge Investment Research Advisors, Inc. | $528,000 | 13,276 | 持平 |
| 13 | Arcus Capital Partners, LLC | $404,615 | 10,175 | 持平 |
| 14 | Royal Bank of Canada | $403,000 | 10,136 | 增持 |
| 15 | Mowery & Schoenfeld Wealth Management, LLC | $390,531 | 9,821 | 减持 |
| 16 | Spire Wealth Management | $258,590 | 6,503 | 持平 |
| 17 | Bond & Devick Financial Network, Inc. | $252,944 | 6,361 | 持平 |
| 18 | Integrated Wealth Concepts LLC | $229,669 | 5,776 | 减持 |
| 19 | WFA of San Diego, LLC | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30