LEE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow -1.2% ·
net new positions +12.5%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| 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 ✦ | 485.68K | -1.6% | $2.64M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 229.71K | -1.4% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 229.71K | -1.4% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 229.71K | -1.4% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 47.30K | 0.0% | $257,396 | 0.0% | Held | 6 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 47.30K | 0.0% | $257,396 | 0.0% | Held | 6 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 47.29K | +0.2% | $257,258 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 47.29K | +0.2% | $257,258 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 47.29K | +0.2% | $257,258 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | State Street Global Advisors ✦ (passive) | 19.47K | 0.0% | $105,922 | 0.0% | Held | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 4.43K | — | $24,094 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 1.17K | New | $6,348 | 0.0% | New | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 40 | — | $218 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 40 | — | $218 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 40 | — | $218 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 40 | — | $218 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fidelity (FMR) | $6,348 | 0.0% |
Exited
| No tracked exits this quarter. |
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.