LST MANAGED PORTFOLIO SER
FollowLEUTHOLD SELECT (fund)
10 managers (10 13F filers) reported a position in LST shares at 2025-03-31, 161,450 shares in all. 10 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 10
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 161,450
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 49,622 | $1.61M | 1.09% | new | 13F-HRTimeline |
| Coastal Bridge Advisors, LLC | 30,800 | $1M | 0.09% | new | 13F-HR/ATimeline |
| Jacobi Capital Management LLC | 30,612 | $994K | 0.07% | new | 13F-HRTimeline |
| LPL Financial LLC | 16,244 | $528K | <0.01% | new | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 12,411 | $403K | <0.01% | new | 13F-HRTimelineGroup |
| Koshinski Asset Management, Inc. | 11,287 | $367K | 0.03% | new | 13F-HRTimeline |
| LEUTHOLD GROUP, LLC | 7,846 | $255K | 0.03% | new | 13F-HRTimeline |
| ISLAY CAPITAL MANAGEMENT, LLC | 1,520 | $49.4K | 0.03% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 1,108 | $36K | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | new | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |