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Managed Portfolio Series shares owned by LPL Financial

Quarter-by-quarter ownership of Managed Portfolio Series (LST) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Series by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $329k 8.2k 39.89
2025-06-30 $394k 11k 36.76
2025-03-31 $528k 16k 32.48

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding Managed Portfolio Series

Armis Advisers
Castleview Partners
LLBH Private Wealth Management
Ashton Thomas Private Wealth
Jacobi Capital Management
Leuthold Weeden Capital Management
Gts Securities
Jane Street
Citadel Advisors
Koshinski Asset Management
Westhampton Capital
LPL Financial
Cambridge Investment Research Advisors
WFA of San Diego
Fulcrum Equity Management

View all funds holding Managed Portfolio Series