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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
30Tracked holders
+7Δ holders
1.73MShares held
$21.68MReported value
+8New positions
−1Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · 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 Q1 2026

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 n/a n/a
Q3 2025 10 +2 724.67K $6.94M +2 n/a
Q2 2025 5 0 244.55K $2.73M n/a n/a
Q1 2025 2 -2 101.09K $724,800 n/a −2
Q4 2024 4 +4 159.06K $1.32M +4 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 376.29K n/a $4.71M 0.0% n/c 1 SEC ↗
2 Sei Investments Co 260.00K +260.9% $3.26M 0.0% ▲ Add 2 SEC ↗
3 Russell Investments Group, Ltd. 198.12K +6.7% $2.48M 0.0% ▲ Add 2 SEC ↗ ×7
4 Bank Of Montreal /Can/ 118.91K New $1.49M 0.0% New 1 SEC ↗
5 Millennium Management ✦ 93.06K New $1.17M 0.0% New 1 SEC ↗
6 Susquehanna International Group, Llp 92.28K +46.2% $1.16M 0.0% ▲ Add 2 SEC ↗
7 Geode Capital Management ✦ (passive) 92.03K +3.4% $1.15M 0.0% ▲ Add 6 SEC ↗ ×2
8 Renaissance Technologies ✦ 72.00K +87.6% $901,440 0.0% ▲ Add 6 SEC ↗
9 Citadel Advisors ✦ 56.33K New $705,189 0.0% New 1 SEC ↗ ×2
10 Goldman Sachs Group ✦ 51.42K -20.9% $643,778 0.0% ▼ Trim 3 SEC ↗
11 Jane Street Group, Llc 43.80K +274.0% $548,376 0.0% ▲ Add 2 SEC ↗ ×2
12 BlackRock ✦ (passive) 42.54K +5.7% $532,650 0.0% ▲ Add 4 SEC ↗ ×4
13 State Street Global Advisors ✦ (passive) 33.97K +4.7% $425,342 0.0% ▲ Add 3 SEC ↗
14 LPL Financial LLC 26.88K New $336,563 0.0% New 1 SEC ↗
15 Dimensional Fund Advisors Lp 24.75K +68.9% $309,501 0.0% ▲ Add 2 SEC ↗ ×4
16 Bank Of America Corp /De/ 21.85K +481.2% $273,524 0.0% ▲ Add 2 SEC ↗ ×2
17 Boston Partners 21.38K -46.5% $267,650 0.0% ▼ Trim 2 SEC ↗
18 Northern Trust Corp 19.99K +10.0% $250,287 0.0% ▲ Add 2 SEC ↗
19 UBS Group AG 18.50K +1766.9% $231,632 0.0% ▲ Add 2 SEC ↗ ×3
20 Marshall Wace ✦ 18.36K +53.1% $229,880 0.0% ▲ Add 3 SEC ↗
21 Hrt Financial Lp 14.62K New $182,000 0.0% New 1 SEC ↗
22 Qube Research & Technologies Ltd 10.10K New $126,402 0.0% New 1 SEC ↗
23 Barclays Plc 8.88K -10.9% $111,152 0.0% ▼ Trim 2 SEC ↗
24 Citigroup Inc 6.89K New $86,250 0.0% New 1 SEC ↗
25 Morgan Stanley ✦ 5.05K +329.7% $63,264 0.0% ▲ Add 3 SEC ↗
26 JPMorgan Chase ✦ 2.42K -31.1% $29,730 0.0% ▼ Trim 3 SEC ↗
27 Fidelity (FMR) ✦ 384 0.0% $4,808 0.0% Held 4 SEC ↗
28 Royal Bank Of Canada 318 -45.3% $4,000 0.0% ▼ Trim 2 SEC ↗
29 Federated Hermes, Inc. 250 New $3,130 0.0% New 1 SEC ↗
30 Bnp Paribas Financial Markets 2 -99.8% $25 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Bank Of Montreal /Can/ $1.49M 0.0%
Millennium Management $1.17M 0.0%
Citadel Advisors $705,189 0.0%
LPL Financial LLC $336,563 0.0%
Hrt Financial Lp $182,000 0.0%
Qube Research & Technologies… $126,402 0.0%
Citigroup Inc $86,250 0.0%
Federated Hermes, Inc. $3,130 0.0%

Exited

Squarepoint Ops LLC $172,007 was 0.0%

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)

Oct 08 Rohmann LeeAnn

Officer, Director · 5.00K sh · $48,846

Aug 10 Rohmann LeeAnn

Officer, Director · 5.00K sh · $52,780

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

Beneficial ownership
Oct 01 SC 13G: Mink Brook Asset Management LLC

View original SEC filing ↗

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: Q1 2026 · Methodology · Get this via the API