LEE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +20.3% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +5 | 1.84M | $16.50M | +8 | −3 |
| Q1 2026 | 20 | 0 | 1.53M | $13.18M | +3 | −3 |
| Q4 2025 | 20 | 0 | 1.23M | $5.92M | — | — |
| Q3 2025 | 8 | +1 | 835.08K | $4.54M | +1 | — |
| Q2 2025 | 5 | 0 | 840.73K | $5.37M | — | — |
| Q1 2025 | 3 | 0 | 537.36K | $5.58M | — | — |
| Q4 2024 | 3 | 0 | 430.60K | $6.36M | — | — |
| Q3 2024 | 2 | 0 | 389.99K | $3.40M | — | — |
| Q2 2024 | 2 | — | 245.24K | $2.72M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | GAMCO Investors ✦ | 585.18K | 0.0% | $5.24M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 363.70K | +647.7% | $3.26M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 277.11K | +9.9% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Truist Financial Corp | 219.97K | 0.0% | $1.97M | 0.0% | Held | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 187.54K | +75.3% | $1.68M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passive) | 54.55K | +117.8% | $488,768 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 7 | Northern Trust Corp | 53.14K | +210.4% | $476,116 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | UBS Group AG | 17.29K | +86365.0% | $154,945 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Charles Schwab Investment… | 16.17K | New | $144,910 | 0.0% | New | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 12.94K | -51.6% | $115,942 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | New York State Common Retirement… | 11.60K | New | $103,936 | 0.0% | New | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 6.92K | -13.5% | $61,968 | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 13 | Deutsche Bank Ag\ | 6.59K | +4098.7% | $59,065 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Wells Fargo & Company/Mn | 5.80K | +3123.9% | $51,995 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Rhumbline Advisers | 4.94K | New | $44,258 | 0.0% | New | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 3.56K | +357.6% | $31,901 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 17 | Citigroup Inc | 3.08K | New | $27,615 | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.04K | New | $27,256 | 0.0% | New | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 2.76K | +13690.0% | $26,008 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 20 | Bnp Paribas Financial Markets | 2.00K | +6789.7% | $17,902 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Barclays Plc | 1.53K | New | $13,736 | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Royal Bank Of Canada | 1.01K | -96.6% | $9,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 23 | Legal & General Group Plc | 656 | New | $5,878 | 0.0% | New | 1 | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 528 | New | $4,730 | 0.0% | New | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 28 | 0.0% | $252 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Charles Schwab Investment… | $144,910 | 0.0% |
| New York State Common… | $103,936 | 0.0% |
| Rhumbline Advisers | $44,258 | 0.0% |
| Citigroup Inc | $27,615 | 0.0% |
| MIRAE ASSET GLOBAL ETFS… | $27,256 | 0.0% |
| Barclays Plc | $13,736 | 0.0% |
| Legal & General Group Plc | $5,878 | 0.0% |
| Russell Investments Group… | $4,730 | 0.0% |
Exited
| Millennium Management | $880,355 | was 0.0% |
| Susquehanna International… | $722,405 | was 0.0% |
| Marshall Wace | $202,860 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 37 holders, 4.05M shares, $34.35M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.