LCR MANAGED PORTFOLIO SER: institutional ownership and insider trading
16 funds reported holding $37.2M of MANAGED PORTFOLIO SER in their latest 13F filings; in Q2 2026 funds net bought $5.54M, with 0 new positions and 2 funds selling out.
Famous investors holding LCR
- Ken Griffin (Citadel Advisors): $834K, 0.0% of the portfolio
Largest institutional holders of LCR
- Legend Financial Advisors, Inc. — $10.1M
- Savant Capital, LLC — $9.76M
- Concurrent Investment Advisors, LLC — $3.61M
- OSAIC HOLDINGS, INC. — $3.01M
- LPL Financial LLC — $2.46M
- AVALON CAPITAL MANAGEMENT — $1.88M
- ENVESTNET ASSET MANAGEMENT INC — $1.18M
- Onyx Bridge Wealth Group LLC — $913K
- CITADEL ADVISORS LLC — $834K
- GTS SECURITIES LLC — $764K