Advisors Series Trust (LCLG)

Management Company · ARCX · Series S000070990 · View on SEC EDGAR ↗

Net assets
$101.3M
Holdings
58
As of
April 30, 2026 stale
Top 10 holdings weight
45.15%
Effective number of positions
32.4
Positions above 1%
30
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Fund flows (SEC-reported)

Last month (Apr 2026)
-$1.3M
Quarter ending Apr 2026
-$1.3M
Trailing 12 months
+$4.1M

May 2025 – Apr 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 58 holdings

NameCUSIP Value % Balance Category Country
Accenture PLC $419K 0.41 2,345 EC IE
Paycom Software Inc 70432V102 $373K 0.37 2,943 EC US
KKR & Co Inc 48251W104 $348K 0.34 3,335 EC US
Trade Desk Inc/The 88339J105 $276K 0.27 11,695 EC US
Lululemon Athletica Inc 550021109 $220K 0.22 1,596 EC CA
Pool Corp 73278L105 $208K 0.21 975 EC US
Insperity Inc 45778Q107 $150K 0.15 4,214 EC US
RH 74967X103 $116K 0.11 882 EC US
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Sector breakdown

Technology
23.4%
Industrials
22.9%
Communication Services
14.9%
Retail
12.0%
Financial Services
6.5%
Consumer Discretionary
4.2%
Healthcare
2.7%
Communications
2.4%
Logistics & Transportation
1.0%
Consumer Staples
1.0%
Materials
1.0%
Other/Unmapped
8.0%

Institutional owners (13F) 4 filers

Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
TOWNSQUARE CAPITAL LLC $25,287,032 83.20% 332,524 Shares June 30, 2026
LOGAN CAPITAL MANAGEMENT INC $4,573,299 15.05% 60,226 Shares June 30, 2026
PCB Capital LLC $357,540 1.18% 4,702 Shares June 30, 2026
LANARK FINANCIAL, INC. $175,437 0.58% 2,307 Shares June 30, 2026

Peer funds

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