13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
LST

Leuthold Select Industries ET

55 institutions still hold Leuthold Select Industries ET as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 56167R705·55 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.4%
vs prior quarter
13F value held
$99M
49.0% inst. owned
of float
Holders
55
-112 QoQ
filers reporting
Activity
+35 / −64
+920 added · −700 reduced
this quarter
Concentration
23.32%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

55 institutions reported LST in Q1 2026. LPL Financial LLC leads at 23.3% of the visible book. -112 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$23M569K0.01%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M277K0.00%Q1 202603
Bison Wealth, LLC
CIK 0001845251
$10M223K0.97%Q1 202604
Welch Financial Planning, LLC
CIK 0002085141
$8M205K5.97%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$7M179K0.01%Q1 202606
CoreCap Advisors, LLC
CIK 0001902501
$7M162K0.22%Q1 202607
Castleview Partners, LLC
CIK 0001737088
$5M119K2.48%Q1 202608
Atria Investments, Inc
CIK 0001535865
$5M114K0.05%Q1 202609
Sigma Planning Corp
CIK 0001449126
$4M102K0.12%Q1 202610
Coastal Bridge Advisors, LLC
CIK 0001665976
$4M101K0.29%Q1 202611
HERITAGE OAK WEALTH ADVISORS LLC
CIK 0002035533
$4M100K1.28%Q1 202612
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$2M42K0.04%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M33K0.00%Q1 202614
United Advisor Group, LLC
CIK 0002004873
$1M31K0.15%Q1 202615
Sanctuary Advisors, LLC
CIK 0001777271
$1M31K0.01%Q1 202616
Jacobi Capital Management LLC
CIK 0001689646
$1M29K0.07%Q1 202617
Concurrent Investment Advisors, LLC
CIK 0002001015
$1M29K0.01%Q1 202618
Balefire, LLC
CIK 0001750924
$955,59124K0.18%Q1 202619
LEUTHOLD GROUP, LLC
CIK 0001170152
$932,00023K0.10%Q4 202520
Virtue Capital Management, LLC
CIK 0001729985
$870,54022K0.13%Q1 2026
Page 1 of 3
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