LGI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +21.4% ·
share flow +3.0% ·
net new positions +17.6%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 462.00K | -4.3% | $7.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 186.36K | -10.2% | $3.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 172.42K | +0.4% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Stifel Financial Corp | 124.17K | +3.3% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 122.08K | +18.6% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 112.01K | +1.5% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 96.86K | +64.4% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 42.44K | -0.9% | $682,795 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 31.80K | +2.3% | $511,652 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 19.34K | +8.6% | $311,179 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 17.12K | -37.4% | $283,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 16.73K | New | $269,266 | 0.0% | New | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 10.66K | -1.2% | $171,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Hrt Financial Lp | 10.50K | New | $169,000 | 0.0% | New | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 8.03K | +12.0% | $129,274 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | TD Waterhouse Canada Inc. | 1.10K | New | $18,073 | 0.0% | New | 1 | SEC ↗ |
| 17 | Cwm, Llc | 158 | +2.6% | $2,536 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $269,266 | 0.0% |
| Hrt Financial Lp | $169,000 | 0.0% |
| TD Waterhouse Canada Inc. | $18,073 | 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.