§ EQUITY
USDLCR
LEUTHOLD CORE ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
8 increased/new, 6 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 252K | 6.1% | +2% |
| Savant Capital, LLC | 129K | 0.0% | −3% |
| GTS SECURITIES LLC | 49K | 0.1% | +21% |
| AVALON CAPITAL MANAGEMENT | 48K | 0.5% | +0% |
| LPL Financial LLC | 45K | 0.0% | +107% |
| OSAIC HOLDINGS, INC. | 41K | 0.0% | −78% |
◇ AC INTELLIGENCE
Top institutional owners for LCR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER89.4% · 15 holders
DEALER / BANK8.1% · 2 holders
TACTICAL / MACRO2.4% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for LCR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention LCR yet.