Managed Portfolio Series (LST): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Managed Portfolio Series (LST) following the 2026 Q1 hedge fund 13F filings?

As of today, LST has moved +2.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), LST gained +13.7% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Managed Portfolio Series (LST)

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

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.

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

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

189.47%

13F Shares

939K

204.13%

Total Value

$111M

$38M

195.35%

New Positions

+31

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

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	5.97%	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	Bison Wealth, LLC	0.97%	222,532	$10.1M
5	Fulcrum Equity Management	0.70%	17,802	$720K
6	Coastal Bridge Advisors, LLC	0.29%	101,231	$4.1M
7	Leuthold Group, LLC	0.24%	54,596	$2.2M
8	CoreCap Advisors, LLC	0.22%	161,644	$6.5M
9	WFA of San Diego, LLC	0.20%	6,242	$252K
10	Swmg, LLC	0.19%	16,086	$651K
11	Balefire, LLC	0.18%	23,624	$956K
12	Westhampton Capital, LLC	0.18%	9,393	$380K
13	Hutchens & Kramer Investment Management Group, LLC	0.17%	13,523	$547K
14	United Advisor Group, LLC	0.15%	30,967	$1.3M
15	Virtue Capital Management, LLC	0.13%	22,202	$871K
16	Legacy Wealth Partners, LLC	0.12%	12,258	$496K
17	World Equity Group, INC.	0.12%	11,620	$470K
18	Sigma Planning Corp	0.12%	102,460	$4.1M
19	Jacobi Capital Management LLC	0.07%	28,851	$1.2M
20	Atria Investments, Inc	0.05%	113,760	$4.6M
21	Ashton Thomas Private Wealth, LLC	0.04%	41,658	$1.7M
22	Encompass More Asset Management	0.03%	4,959	$201K
23	Islay Capital Management, LLC	0.03%	1,541	$62K
24	Kingswood Wealth Advisors, LLC	0.02%	10,397	$421K
25	GeoWealth Management, LLC	0.02%	11,905	$482K

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.

Is it too late to buy Managed Portfolio Series (LST) following the 2026 Q1 hedge fund 13F filings?

As of today, LST has moved +2.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), LST has gained +13.7% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Managed Portfolio Series (LST)

Smart Money Signals — LST

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

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

More buyers than sellers — 91% buying

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

Mostly new holders — 80% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 100% of holders entered in last year

Strong quality — 33% AUM from major funds

Institutional Sentiment Summary — LST

Hedge Fund Ownership: LST

Market Analysis: LST

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LST

Is It Too Late to Buy Managed Portfolio Series (LST) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: LST

Statistics: LST

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Managed Portfolio Series (LST)

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