Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / LEUTHOLD SELECT
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
395,127
-
Shares change
-
+258,160
-
Total reported value, excl. options
-
$14,494,574
-
Value change
-
+$9,459,095
-
Number of buys
-
7
-
Number of sells
-
-4
-
Price
-
$36.76
Significant Holders of MANAGED PORTFOLIO SERIES - LEUTHOLD SELECT (LST) as of Q2 2025
14 filings reported holding LST - MANAGED PORTFOLIO SERIES - LEUTHOLD SELECT as of Q2 2025.
MANAGED PORTFOLIO SERIES - LEUTHOLD SELECT (LST) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 395,127 shares
.
Largest 10 shareholders include Bison Wealth, LLC (165,541 shares), Coastal Bridge Advisors, LLC (52,720 shares), Castleview Partners, LLC (48,652 shares), Jacobi Capital Management LLC (30,612 shares), LEUTHOLD GROUP, LLC (23,464 shares), Ashton Thomas Private Wealth, LLC (16,373 shares), GTS SECURITIES LLC (11,285 shares), Koshinski Asset Management, Inc. (10,876 shares), LPL Financial LLC (10,719 shares), and CITADEL ADVISORS LLC (9,313 shares).
This table shows the top 14 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.