Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Managed Portfolio Ser (LST)

34 + 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
↓ -21
Streak
1Q ▼
Buyers last Q
32%

Smart Money Signals — LST

Based on 34 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 5Q
For 1 consecutive quarter, more hedge funds reduced or closed their LST positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 62% of 1.5Y high

62% of all-time peak
Only 34 funds hold LST today versus a peak of 55 funds at 2026 Q1 — just 62% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
🚀

Fast accumulation — +143% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+143% 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.
🔴

Heavy selling pressure — only 32% buying

18 buying38 selling
Last quarter: 38 funds sold vs only 18 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-29 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 3 → 6 → 37 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 62% entered in last year

■ 0% conviction (2yr+) ■ 38% medium ■ 62% 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.
➡️

Steady discovery — ~8 new funds/quarter

6 → 3 → 6 → 37 → 8 new funds/Q
New funds entering each quarter: 3 → 6 → 37 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 79% of holders entered in last year

■ 0% veterans ■ 21% 1-2yr ■ 79% new
Of 34 current holders: 27 (79%) 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 — 21% AUM from major funds

21% from top-100 AUM funds
5 of 34 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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.

Institutional Sentiment Summary — LST

In 2026 Q2, 18 hedge funds were net buyers of LST (8 opened a new position, 10 added to an existing one), while 38 reduced or exited (9 trimmed, 29 sold completely) — a 32% buyer ratio, indicating net institutional distribution. 21% of total institutional value in LST is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -21 funds (more exits than new entries). Total institutional holders: 34.

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.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: LST
34 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 34 55 -38.18%
13F Shares 2M 3M -44.63%
Total Value $74M $111M -33.47%
New Positions 8 37 -29
Increased Positions 10 13 -3
Closed Positions 29 1 +28
Reduced Positions 9 4 +5
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)

34 + 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:
Top 25 LST holders by conviction (% of portfolio weight) — 2026 Q2 · 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 Coastal Bridge Advisors, LLC 0.42% 146,704 $6.9M
5 Leuthold Group, LLC 0.42% 89,271 $4.2M
6 Westhampton Capital, LLC 0.18% 9,393 $439K
7 WFA of San Diego, LLC 0.18% 4,543 $220K
8 Sigma Planning Corp 0.12% 105,920 $4.9M
9 Gts Securities LLC 0.09% 92,668 $4.3M
10 Owen LaRue, LLC 0.07% 4,585 $214K
11 Jacobi Capital Management LLC 0.06% 28,147 $1.3M
12 Private Client Services, LLC 0.05% 4,319 $202K
13 Ashton Thomas Private Wealth, LLC 0.03% 35,730 $1.7M
14 Islay Capital Management, LLC 0.03% 1,541 $72K
15 Koshinski Asset Management, Inc. 0.02% 6,847 $320K
16 IFP Advisors, Inc 0.02% 18,051 $844K
17 Apollon Wealth Management, LLC 0.01% 20,222 $945K
18 NewEdge Advisors, LLC 0.01% 52,935 $2.5M
19 Prospera Financial Services Inc 0.01% 10,192 $476K
20 Sanctuary Advisors, LLC 0.00% 20,641 $965K
21 CoreCap Advisors, LLC 0.00% 2,056 $96K
22 Creative Financial Designs Inc /Adv 0.00% 1,235 $58K
23 Kestra Private Wealth Services, LLC 0.00% 5,326 $249K
24 Harbour Investments, INC. 0.00% 4,034 $189K
25 LPL Financial LLC 0.00% 234,143 $10.9M
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 Ser (LST)

What does the Smart Money Trend signal show for LST?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their LST positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LST?

Heavy selling pressure — only 32% buying: Last quarter: 38 funds sold vs only 18 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for LST holders?

Strong quality — 21% AUM from major funds: 5 of 34 holders rank in the top 100 by AUM, accounting for 21% 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 — 62% 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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