CUSIP 527289789
Leuthold Fds Inc Core
28 institutions · $86.3M total · 2,596,686 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Bridgeworth, LLC | 915,834 | $27.8M | 35.26% | 2023-12-31 |
| 2 | Savant Capital, LLC | 706,867 | $25.0M | 27.22% | 2024-09-30 |
| 3 | Legend Financial Advisors, Inc. | 240,984 | $8.3M | 9.28% | 2025-03-31 |
| 4 | ADVISOR GROUP HOLDINGS, INC. | 149,756 | $5.1M | 5.76% | 2025-06-30 |
| 5 | Mowery & Schoenfeld Wealth Management, LLC | 92,291 | $3.3M | 3.55% | 2024-09-30 |
| 6 | Capital Investment Advisory Services, LLC | 69,237 | $2.4M | 2.66% | 2024-12-31 |
| 7 | Koshinski Asset Management, Inc. | 49,266 | $1.7M | 1.89% | 2025-03-31 |
| 8 | GTS SECURITIES LLC | 49,295 | $1.7M | 1.89% | 2024-06-30 |
| 9 | David R. Rahn & Associates Inc. | 45,233 | $1.6M | 1.74% | 2024-12-31 |
| 10 | Arcus Capital Partners, LLC | 45,660 | $1.5M | 1.75% | 2024-12-31 |
| 11 | LPL Financial LLC | 40,064 | $1.4M | 1.54% | 2024-12-31 |
| 12 | RAYMOND JAMES FINANCIAL INC | 38,147 | $1.3M | 1.46% | 2025-03-31 |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 27,124 | $961.0K | 1.04% | 2024-09-30 |
| 14 | Raymond James Financial Services Advisors, Inc. | 22,308 | $790.4K | 0.85% | 2024-09-30 |
| 15 | Onyx Bridge Wealth Group LLC | 19,493 | $669.4K | 0.75% | 2024-12-31 |
| 16 | CITADEL ADVISORS LLC | 14,829 | $525.4K | 0.57% | 2024-09-30 |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,436 | $461.4K | 0.51% | 2024-12-31 |
| 18 | JANE STREET GROUP, LLC | 11,808 | $405.5K | 0.45% | 2024-12-31 |
| 19 | Dynamic Advisor Solutions LLC | 10,742 | $368.9K | 0.41% | 2024-12-31 |
| 20 | EverSource Wealth Advisors, LLC | 9,217 | $300.0K | 0.35% | 2024-06-30 |
| 21 | Bond & Devick Financial Network, Inc. | 7,578 | $268.5K | 0.29% | 2024-12-31 |
| 22 | Spire Wealth Management | 6,371 | $242.7K | 0.24% | 2025-12-31 |
| 23 | Balboa Wealth Partners | 6,932 | $214.9K | 0.26% | 2023-09-30 |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,931 | $66.3K | 0.07% | 2024-12-31 |
| 25 | WFA of San Diego, LLC | 1,622 | $57.5K | 0.06% | 2024-09-30 |
| 26 | BDO Wealth Advisors, LLC | 649 | $18.8K | 0.02% | 2023-03-31 |
| 27 | UBS Group AG | 12 | $412 | 0.00% | 2024-12-31 |
| 28 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2024-12-31 |