Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MANAGED PORTFOLIO SERIES (LST)

18 + Investors. Track Smart Money conviction in LST. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
79%

Smart Money Signals — LST

Based on 18 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 3Q
For 1 consecutive quarter, more hedge funds added LST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
18 hedge funds hold LST right now — the highest count in 1.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟢

More buyers than sellers — 79% buying

15 buying4 selling
Last quarter: 15 funds were net buyers (5 opened a brand new position + 10 added to an existing one). Only 4 were sellers (3 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 3 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 61% entered in last year

■ 0% conviction (2yr+) ■ 39% medium ■ 61% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

6 → 3 → 5 new funds/Q
New funds entering each quarter: 6 → 3 → 5. LST is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 18 current holders: 18 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
1 of 18 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: LST

How many hedge funds hold LST — quarterly history vs. share price
Quarterly hedge fund ownership of LST vs. share price

Market Analysis: LST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LST

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: LST
2026 Q1 Stats Unlock in 10 days 18 + Investors

Track Smart Money conviction in LST. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 18 14 28.57%
13F Shares 741K 499K 48.56%
Total Value $30M $20M 49.57%
New Positions 5 3 +2
Increased Positions 10 5 +5
Closed Positions 1 3 -2
Reduced Positions 3 4 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LST

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

18 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LST. Verified SEC 13F-HR filings.

Top 25 institutional holders of LST — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Welch Financial Planning, LLC 5.97% 205,166 $8.3M
2 Castleview Partners, LLC 2.48% 119,408 $4.8M
3 HERITAGE OAK WEALTH ADVISORS LLC 1.28% 99,553 $4.0M
4 Fulcrum Equity Management 0.70% 17,802 $720K
5 LEUTHOLD GROUP, LLC 0.24% 54,596 $2.2M
6 CoreCap Advisors, LLC 0.22% 161,644 $6.5M
7 SWMG, LLC 0.19% 16,086 $651K
8 Balefire, LLC 0.18% 23,624 $956K
9 Westhampton Capital, LLC 0.18% 9,393 $380K
10 Hutchens & Kramer Investment Management Group, LLC 0.17% 13,523 $547K
11 United Advisor Group, LLC 0.15% 30,967 $1.3M
12 Virtue Capital Management, LLC 0.13% 22,202 $871K
13 Legacy Wealth Partners, LLC 0.12% 12,258 $496K
14 WORLD EQUITY GROUP, INC. 0.12% 11,620 $470K
15 Sigma Planning Corp 0.12% 102,460 $4.1M
16 Atria Investments, Inc 0.05% 113,760 $4.6M
17 Encompass More Asset Management 0.03% 4,959 $201K
18 KINGSWOOD WEALTH ADVISORS, LLC 0.02% 10,397 $421K
19 Koshinski Asset Management, Inc. 0.02% 6,847 $277K
20 IFP Advisors, Inc 0.01% 17,051 $690K
21 Cambridge Investment Research Advisors, Inc. 0.01% 136,944 $6K
22 Concurrent Investment Advisors, LLC 0.01% 28,707 $1.2M
23 Apollon Wealth Management, LLC 0.01% 17,545 $710K
24 Sanctuary Advisors, LLC 0.01% 30,775 $1.2M
25 LPL Financial LLC 0.01% 568,807 $23.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MANAGED PORTFOLIO SERIES (LST)

What does the Smart Money Trend signal show for LST?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LST?

More buyers than sellers — 79% buying: Last quarter: 15 funds were net buyers (5 opened a brand new position + 10 added to an existing one). Only 4 were sellers (3 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LST holders?

Smaller funds dominant — 2% AUM from top-100: 1 of 18 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LST?

Mostly new holders — 61% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.