Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Managed Portfolio Series (LST)

55 + 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
↑ +36
Streak
2Q ▲
Buyers last Q
91%

Smart Money Signals — LST

Based on 55 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 4Q
For 2 consecutive quarters, 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
55 hedge funds hold LST right now — the highest count in 1.2 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.
🚀

Fast accumulation — +588% more funds vs a year ago

fund count last 5Q
+47 new funds entered over the past year (+588% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 91% buying

50 buying5 selling
Last quarter: 50 funds were net buyers (37 opened a brand new position + 13 added to an existing one). Only 5 were sellers (4 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+31 vs last Q)

new funds entering per quarter
Funds opening a new LST position: 6 → 3 → 6 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 80% entered in last year

■ 0% conviction (2yr+) ■ 20% medium ■ 80% 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.
🚀

Acceleration phase — new buyers rushing in

6 → 3 → 6 → 37 new funds/Q
New funds entering each quarter: 6 → 3 → 6 → 37. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 55 current holders: 55 (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.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
8 of 55 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.0
out of 10
High Exit Risk
Exit risk score 7.0/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Institutional Sentiment Summary — LST

In 2026 Q1, 50 hedge funds were net buyers of LST (37 opened a new position, 13 added to an existing one), while 5 reduced or exited (4 trimmed, 1 sold completely) — a 91% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 33% of total institutional value in LST is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +36 funds (more new holders than closures). Total institutional holders: 55.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: LST
2026 Q2 Stats Unlock in 3 days 55 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 55 19 189.47%
13F Shares 3M 939K 204.13%
Total Value $111M $38M 195.35%
New Positions 37 6 +31
Increased Positions 13 10 +3
Closed Positions 1 1 -
Reduced Positions 4 3 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LST

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Institutional Holders (2026 Q2)

55 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 LST holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Welch Financial Planning, LLC 5.96% 218,880 $10.2M
2 Castleview Partners, LLC 2.15% 104,523 $4.9M
3 Bison Wealth, LLC 0.97% 226,731 $10.6M
4 Leuthold Group, LLC 0.42% 89,271 $4.2M
5 Westhampton Capital, LLC 0.18% 9,393 $439K
6 WFA of San Diego, LLC 0.18% 4,543 $220K
7 Sigma Planning Corp 0.12% 105,920 $4.9M
8 Gts Securities LLC 0.09% 92,668 $4.3M
9 Owen LaRue, LLC 0.07% 4,585 $214K
10 Jacobi Capital Management LLC 0.06% 28,147 $1.3M
11 Private Client Services, LLC 0.05% 4,319 $202K
12 Ashton Thomas Private Wealth, LLC 0.03% 35,730 $1.7M
13 Islay Capital Management, LLC 0.03% 1,541 $72K
14 Koshinski Asset Management, Inc. 0.02% 6,847 $320K
15 IFP Advisors, Inc 0.02% 18,051 $844K
16 Apollon Wealth Management, LLC 0.01% 20,222 $945K
17 NewEdge Advisors, LLC 0.01% 52,935 $2.5M
18 Prospera Financial Services Inc 0.01% 10,192 $476K
19 Sanctuary Advisors, LLC 0.00% 20,641 $965K
20 CoreCap Advisors, LLC 0.00% 2,056 $96K
21 Creative Financial Designs Inc /Adv 0.00% 1,235 $58K
22 Kestra Private Wealth Services, LLC 0.00% 5,326 $249K
23 Harbour Investments, INC. 0.00% 4,034 $189K
24 LPL Financial LLC 0.00% 234,143 $10.9M
25 Commonwealth Equity Services, LLC 0.00% 33,051 $1.5M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 91% buying: Last quarter: 50 funds were net buyers (37 opened a brand new position + 13 added to an existing one). Only 5 were sellers (4 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LST holders?

Strong quality — 33% AUM from major funds: 8 of 55 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LST?

Mostly new holders — 80% 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.

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