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Disclosery

LST MANAGED PORTFOLIO SER

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LEUTHOLD SELECT (fund)

55 managers (55 13F filers) reported a position in LST shares at 2026-03-31, 2,854,301 shares in all. 37 filers opened a position and 0 filers sold out during the quarter.

Managers
55
13F filers
55
New
37
Added
13
Reduced
3
Sold out
0
Shares held by filers
2,854,301

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC568,807$23M0.01%+554,11313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC277,426$11.2M<0.01%new13F-HRTimelineGroup
Bison Wealth, LLC222,532$10.1M0.98%+11,72713F-HRTimeline
Welch Financial Planning, LLC205,166$8.3M5.97%+7,77113F-HRTimeline
Cetera Investment Advisers178,582$7.22M0.01%new13F-HRTimeline
CoreCap Advisors, LLC161,644$6.54M0.22%new13F-HRTimeline
Cambridge Investment Research Advisors,…136,944$5.54M0.01%+84,15013F-HRTimeline
Castleview Partners, LLC119,408$4.83M2.48%+6,40313F-HRTimeline
Atria Investments, Inc113,760$4.6M0.05%new13F-HRTimeline
Sigma Planning Corp102,460$4.14M0.12%+30,55913F-HRTimeline
Coastal Bridge Advisors, LLC101,231$4.09M0.29%+30,11213F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC99,553$4.03M1.28%new13F-HRTimeline
LEUTHOLD GROUP, LLC54,596$2.21M0.24%+31,37413F-HRTimeline
Ashton Thomas Private Wealth, LLC41,658$1.69M0.04%+7,60613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,916$1.33M<0.01%+21813F-HRTimeline
United Advisor Group, LLC30,967$1.25M0.16%new13F-HRTimeline
Sanctuary Advisors, LLC30,775$1.24M0.01%new13F-HRTimeline
Jacobi Capital Management LLC28,851$1.17M0.07%-74213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…28,707$1.16M0.01%new13F-HRTimelineGroup
Balefire, LLC23,624$956K0.18%new13F-HRTimeline
Virtue Capital Management, LLC22,202$871K0.13%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp20,336$823K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,841$722K<0.01%+6,79413F-HRTimelineGroup
Fulcrum Equity Management17,802$720K0.7%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,545$710K0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC17,448$706K0.01%new13F-HRTimeline
IFP Advisors, Inc17,051$690K0.01%new13F-HRTimeline
SWMG, LLC16,086$651K0.19%+1,75013F-HRTimeline
Hutchens & Kramer Investment Management…13,523$547K0.17%new13F-HRTimeline
Legacy Wealth Partners, LLC12,258$496K0.12%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,139$491K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,137$491K<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC11,905$482K0.02%new13F-HRTimeline
WORLD EQUITY GROUP, INC.11,620$470K0.12%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,397$421K0.02%new13F-HRTimeline
Westhampton Capital, LLC9,393$380K0.18%+15013F-HRTimeline
GTS SECURITIES LLC9,123$369K0.01%-22,57313F-HRTimeline
RFG Advisory, LLC8,035$325K0.01%new13F-HRTimeline
Arkadios Wealth Advisors7,103$287K<0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.6,847$277K0.02%-19613F-HRTimeline
WFA of San Diego, LLC6,242$252K0.2%013F-HRTimeline
Ausdal Financial Partners, Inc.5,879$238K0.01%new13F-HRTimeline
Encompass More Asset Management4,959$201K0.03%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC1,541$62.3K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,314$53.2K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,235$50K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…667$27.3K<0.01%new13F-HRTimeline
Advisory Services Network, LLC628$25.4K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA628$25K<0.01%new13F-HRTimelineGroup
Allworth Financial LP381$15.4K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…154$6.23K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC137$5.37K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.69$2.82K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC67$2.71K<0.01%new13F-HRTimelineGroup
MAI Capital Management2$83<0.01%new13F-HRTimeline