Security record · archived quarter
LGI
name pending profile ingest
14Tracked holders
0Δ holders
1.39MShares held
$24.28MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.5% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 482.85K | +1.6% | $8.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 207.63K | n/a | $3.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 171.69K | n/a | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 120.20K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 110.31K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 102.91K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 58.90K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | UBS Group AG | 42.84K | n/a | $747,042 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 31.07K | n/a | $541,916 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 27.36K | n/a | $486,542 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 17.81K | n/a | $310,639 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 10.79K | n/a | $188,250 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 7.17K | n/a | $125,139 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cwm, Llc | 154 | n/a | $3,000 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 46 holders, 2.04M shares, $32.43M 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: Q4 2025 ·
Methodology ·
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