Advisors SER Tr (LCLG): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of LCLG (all 13F filers)
- Logan Capital Management1.0 MType not verifiedno data
- Townsquare Capital333 KType not verified+14 K
- PCB Capital4,702Type not verified+4,702
- Lanark Financial2,307Type not verified+11
- Shares
- 1.0 M
- Change
- no data
See more
- Type
- Type not verified
- Value
- $79.3M
- Townsquare Capital
- Shares
- 333 K
- Change
- +14 K
See more
- Type
- Type not verified
- Value
- $25.3M
- PCB Capital
- Shares
- 4,702
- Change
- +4,702
See more
- Type
- Type not verified
- Value
- $358K
- Shares
- 2,307
- Change
- +11
See more
- Type
- Type not verified
- Value
- $175K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗