LST MANAGED PORTFOLIO SER: institutional ownership and insider trading

38 funds reported holding $91.2M of MANAGED PORTFOLIO SER in their latest 13F filings; in Q2 2026 funds net sold $59.5M, with 8 new positions and 28 funds selling out.

Famous investors holding LST

Largest institutional holders of LST

  1. Bison Wealth, LLC — $11.9M
  2. CoreCap Advisors, LLC — $11.4M
  3. LPL Financial LLC — $10.9M
  4. Welch Financial Planning, LLC — $10.2M
  5. Coastal Bridge Advisors, LLC — $6.86M
  6. Sigma Planning Corp — $5.02M
  7. Castleview Partners, LLC — $4.97M
  8. GTS SECURITIES LLC — $4.33M
  9. LEUTHOLD GROUP, LLC — $4.17M
  10. GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) — $3.64M

All LST 13F holders