Security record
LGH
name pending profile ingest
13Tracked holders
0Δ holders
1.59MShares held
$101.30MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | 0 | 1.59M | $101.30M | +2 | −2 |
| Q1 2026 | 13 | 0 | 1.61M | $91.64M | +1 | −1 |
| Q4 2025 | 13 | +1 | 1.49M | $92.34M | +1 | — |
| Q3 2025 | 2 | — | 1.15K | $69,212 | — | — |
| Q1 2025 | 1 | +1 | 4.21K | $203,204 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 777.69K | -0.8% | $49.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 497.68K | -14.7% | $31.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 235.57K | +31.0% | $15.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Nuveen, LLC | 19.15K | New | $1.22M | 0.0% | New | 1 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 16.47K | -37.9% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 11.44K | New | $729,606 | 0.0% | New | 1 | SEC ↗ |
| 7 | Jane Street Group, Llc | 9.39K | +17.6% | $598,961 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 8.69K | +21.1% | $553,947 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 8.69K | +21.1% | $553,947 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Truist Financial Corp | 6.68K | 0.0% | $425,853 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 6.68K | 0.0% | $425,853 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 4.05K | +8.7% | $258,546 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.15K | 0.0% | $73,028 | 0.0% | Held | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1.15K | 0.0% | $73,028 | 0.0% | Held | 4 | SEC ↗ |
| 15 | Assetmark, Inc | 768 | +88.2% | $48,968 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 1 | 0.0% | $63 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nuveen, LLC | $1.22M | 0.0% |
| Citadel Advisors | $729,606 | 0.0% |
Exited
| Mariner, LLC | $404,520 | was 0.0% |
| UBS Group AG | $48,814 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 9.71M shares, $418.67M 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.
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: Q2 2026 ·
Methodology ·
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