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Security record · archived quarter

LGCY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
23Tracked holders
0Δ holders
1.15MShares held
$11.72MReported value
+0New positions
−0Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.1% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 22 -8 1.43M $16.84M +1 −9
Q1 2026 30 +7 1.73M $21.68M +8 −1
Q4 2025 23 0 1.15M $11.72M
Q3 2025 10 +2 724.67K $6.94M +2
Q2 2025 5 0 244.55K $2.73M
Q1 2025 2 -2 101.09K $724,800 −2
Q4 2024 4 +4 159.06K $1.32M +4
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 429.43K +1.5% $4.38M 0.0% ▲ Add 3 SEC ↗
2 The Vanguard Group (passive) 429.43K +1.5% $4.38M 0.0% ▲ Add 3 SEC ↗
3 The Vanguard Group (passive) 429.43K +1.5% $4.38M 0.0% ▲ Add 3 SEC ↗
4 Russell Investments Group, Ltd. 185.76K $1.89M 0.0% n/c 1 SEC ↗
5 Russell Investments Group, Ltd. 185.76K $1.89M 0.0% n/c 1 SEC ↗
6 Russell Investments Group, Ltd. 185.76K $1.89M 0.0% n/c 1 SEC ↗
7 Russell Investments Group, Ltd. 185.76K $1.89M 0.0% n/c 1 SEC ↗
8 Russell Investments Group, Ltd. 185.76K $1.89M 0.0% n/c 1 SEC ↗
9 Russell Investments Group, Ltd. 185.76K $1.89M 0.0% n/c 1 SEC ↗
10 Russell Investments Group, Ltd. 185.76K $1.89M 0.0% n/c 1 SEC ↗
11 Geode Capital Management (passive) 88.97K +12.6% $907,589 0.0% ▲ Add 5 SEC ↗
12 Geode Capital Management (passive) 88.97K +12.6% $907,589 0.0% ▲ Add 5 SEC ↗
13 Sei Investments Co 72.04K $734,088 0.0% n/c 1 SEC ↗
14 Goldman Sachs Group 64.99K +7.5% $662,238 0.0% ▲ Add 2 SEC ↗
15 Susquehanna International Group, Llp 63.12K $643,183 0.0% n/c 1 SEC ↗
16 Susquehanna International Group, Llp 63.12K $643,183 0.0% n/c 1 SEC ↗
17 BlackRock (passive) 40.23K -20.9% $409,974 0.0% ▼ Trim 3 SEC ↗
18 BlackRock (passive) 40.23K -20.9% $409,974 0.0% ▼ Trim 3 SEC ↗
19 BlackRock (passive) 40.23K -20.9% $409,974 0.0% ▼ Trim 3 SEC ↗
20 Boston Partners 39.92K $406,840 0.0% n/c 1 SEC ↗
21 Renaissance Technologies 38.37K -29.1% $391,011 0.0% ▼ Trim 5 SEC ↗
22 State Street Global Advisors (passive) 32.45K +25.1% $330,635 0.0% ▲ Add 2 SEC ↗
23 Northern Trust Corp 18.17K $185,142 0.0% n/c 1 SEC ↗
24 Squarepoint Ops LLC 16.88K $172,007 0.0% n/c 1 SEC ↗
25 Dimensional Fund Advisors Lp 14.65K $149,294 0.0% n/c 1 SEC ↗
26 Dimensional Fund Advisors Lp 14.65K $149,294 0.0% n/c 1 SEC ↗
27 Marshall Wace 11.99K -56.2% $122,168 0.0% ▼ Trim 2 SEC ↗
28 Jane Street Group, Llc 11.71K $119,335 0.0% n/c 1 SEC ↗
29 Jane Street Group, Llc 11.71K $119,335 0.0% n/c 1 SEC ↗
30 Barclays Plc 9.96K $101,543 0.0% n/c 1 SEC ↗
31 Bank Of America Corp /De/ 3.76K $38,304 0.0% n/c 1 SEC ↗
32 Bank Of America Corp /De/ 3.76K $38,304 0.0% n/c 1 SEC ↗
33 JPMorgan Chase 3.51K +599.4% $35,777 0.0% ▲ Add 2 SEC ↗
34 Morgan Stanley 1.18K -59.4% $11,983 0.0% ▼ Trim 2 SEC ↗
35 UBS Group AG 991 $10,098 0.0% n/c 1 SEC ↗
36 UBS Group AG 991 $10,098 0.0% n/c 1 SEC ↗
37 Bnp Paribas Financial Markets 951 $9,691 0.0% n/c 1 SEC ↗
38 Royal Bank Of Canada 581 $6,000 0.0% n/c 1 SEC ↗
39 Fidelity (FMR) 384 0.0% $3,913 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

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 57 holders, 5.98M shares, $74.26M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 10 Rohmann LeeAnn

Officer, Director · 5.00K sh · $56,500

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API