DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
LCR
MANAGED PORTFOLIO SERIES
17 institutions still hold MANAGED PORTFOLIO SERIES as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 56167R606·17 13F holders·last filed Mar 31, 2026
AI Holders Summary · Q1 2026
17 institutions reported LCR in Q1 2026. Legend Financial Advisors, Inc. leads at 36.7% of the visible book. -111 net institutions QoQ — distribution reading.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.