LGI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow +0.3% ·
net new positions -14.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | -2 | 1.44M | $26.58M | +1 | −3 |
| Q1 2026 | 17 | +3 | 1.43M | $23.08M | +3 | — |
| Q4 2025 | 14 | 0 | 1.39M | $24.28M | — | — |
| Q3 2025 | 1 | -1 | 475.35K | $8.22M | — | −1 |
| Q2 2025 | 1 | +1 | 67.39K | $1.13M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 461.53K | -0.1% | $8.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 461.53K | -0.1% | $8.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Raymond James Financial Inc | 184.99K | -0.7% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 184.99K | -0.7% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 180.55K | +4.7% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 125.77K | +1.3% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 124.69K | +2.1% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 124.69K | +2.1% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 115.66K | +3.3% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 93.07K | -3.9% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 93.07K | -3.9% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 38.17K | -10.0% | $705,474 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 31.57K | -0.7% | $583,323 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 24.12K | +40.9% | $452,065 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 21.33K | +10.3% | $394,195 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 15.93K | New | $294,442 | 0.0% | New | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 14.07K | +31.9% | $260,070 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 6.51K | -19.0% | $120,286 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Cetera Investment Advisers | $294,442 | 0.0% |
Exited
| Susquehanna International… | $269,266 | was 0.0% |
| Hrt Financial Lp | $169,000 | was 0.0% |
| TD Waterhouse Canada Inc. | $18,073 | was 0.0% |
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.