13FBOX
ADVISORS SER TR · 13F Institutional Holdings
Options Calculator Rankings
A

ADVISORS SER TR

LCLG
Institutions
4
Combined AUM (Q2 2026)
$105.2M
Combined Shares (Q2 2026)
1.4M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+18,352
3 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-60,803
2 · 1 Exit · ≈
⚖️ Net
-42,451
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$105.2M
Institutions
4
New Buys
1
Adds
2
Reduces
1
Exits
1
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LOGAN CAPITAL MANAGEMENT INC
2.95%2.79%#2$79.3M1.0M$64.1M1.1M-40,983-3.77%Reduce
TOWNSQUARE CAPITAL LLC
4.65%4.24%#1$25.3M332,524$18.8M318,885+13,639+4.28%Add
PCB Capital LLC
0.44%#3$357,5404,702$00+4,702New Buy
LANARK FINANCIAL, INC.
0.01%0.01%#4$175,4372,307$135,5122,296+11+0.48%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow