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

MANAGED PORTFOLIO SERIES

17 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 56167R606·17 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$27M
visible holders
Holders
17
filers reporting
Concentration
37.85%
Legend Financial Advisors, Inc. #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported LCR in Q2 2026. Legend Financial Advisors, Inc. leads at 37.9% 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
$5M129K0.02%Q1 202603
AVALON CAPITAL MANAGEMENT
CIK 0001510809
$2M47K0.44%Q2 202604
GTS SECURITIES LLC
CIK 0001452765· Market maker
$2M49K0.06%Q1 202605
LPL Financial LLC
CIK 0001403438
$2M45K0.00%Q1 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M41K0.00%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M29K0.00%Q1 202608
Onyx Bridge Wealth Group LLC
CIK 0001819476
$906K23K0.08%Q2 202609
Capital Investment Advisory Services, LLC
CIK 0001659203
$669K17K0.04%Q2 202610
Arcus Capital Partners, LLC
CIK 0001651960
$534K14K0.23%Q3 202511
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$495K13K0.00%Q1 202612
Mowery & Schoenfeld Wealth Management, LLC
CIK 0002019946
$372K10K0.57%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$355K10K0.00%Q1 202614
Integrated Wealth Concepts LLC
CIK 0001737109
$258K7K0.00%Q1 202615
Bond & Devick Financial Network, Inc.
CIK 0001843495
$253K6K0.06%Q2 202616
WFA of San Diego, LLC
CIK 0001821407
$45K1K0.04%Q1 202617
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025