13F Insight
DOSSIER · 13F Holders · Q2 2026
LCR

MANAGED PORTFOLIO SERIES

18 institutions still hold MANAGED PORTFOLIO SERIES as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 56167R606·18 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$37M
visible holders
Holders
18
filers reporting
Concentration
27.13%
Legend Financial Advisors, Inc. #1
top holder share
AI Holders Summary · Q2 2026

18 institutions reported LCR in Q2 2026. Legend Financial Advisors, Inc. leads at 27.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Legend Financial Advisors, Inc.
CIK 0001781948
$10M255K5.77%Q2 202602
Savant Capital, LLC
CIK 0001482880
$10M254K0.03%Q2 202603
Concurrent Investment Advisors, LLC
CIK 0002001015
$4M90K0.03%Q3 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M76K0.00%Q2 202605
LPL Financial LLC
CIK 0001403438
$2M62K0.00%Q2 202606
AVALON CAPITAL MANAGEMENT
CIK 0001510809
$2M47K0.44%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M30K0.00%Q2 202608
Onyx Bridge Wealth Group LLC
CIK 0001819476
$913K23K0.08%Q3 202609
CITADEL ADVISORS LLC
CIK 0001423053
$834K21K0.00%Q2 202610
GTS SECURITIES LLC
CIK 0001452765· Market maker
$764K19K0.02%Q2 202611
Capital Investment Advisory Services, LLC
CIK 0001659203
$669K17K0.04%Q2 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$495K13K0.00%Q1 202613
Arcus Capital Partners, LLC
CIK 0001651960
$405K10K0.17%Q2 202614
ROYAL BANK OF CANADA
CIK 0001000275
$403K10K0.00%Q2 202615
Mowery & Schoenfeld Wealth Management, LLC
CIK 0002019946
$391K10K0.53%Q2 202616
Bond & Devick Financial Network, Inc.
CIK 0001843495
$253K6K0.06%Q2 202617
Integrated Wealth Concepts LLC
CIK 0001737109
$230K6K0.00%Q2 202618
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025