LGL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -15.4% ·
share flow +15.9% ·
net new positions -18.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | +4 | 1.34M | $9.24M | +4 | — |
| Q1 2026 | 9 | -2 | 1.14M | $7.91M | +1 | −3 |
| Q4 2025 | 11 | -2 | 1.13M | $6.52M | — | −2 |
| Q3 2025 | 8 | +1 | 846.14K | $5.65M | +1 | — |
| Q2 2025 | 5 | 0 | 886.30K | $6.75M | — | — |
| Q1 2025 | 3 | 0 | 748.37K | $4.89M | — | — |
| Q4 2024 | 3 | 0 | 744.73K | $4.45M | — | — |
| Q3 2024 | 3 | 0 | 683.38K | $4.19M | — | — |
| Q2 2024 | 3 | — | 754.04K | $4.05M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | GAMCO Investors ✦ | 652.48K | +36.8% | $3.75M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 160.82K | -3.7% | $924,721 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 135.68K | +0.3% | $780,143 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 135.68K | +0.3% | $780,143 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 99.24K | — | $570,630 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Dimensional Fund Advisors Lp | 99.24K | — | $570,630 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 37.96K | +3.6% | $218,328 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 37.96K | +3.6% | $218,328 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 16.49K | — | $94,794 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 12.76K | — | $73,393 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 9.29K | +4.2% | $53,389 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 9.29K | +4.2% | $53,389 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 5.44K | -31.3% | $31,293 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 5.44K | -31.3% | $31,293 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 5.44K | -31.3% | $31,293 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 4.01K | — | $23,075 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 4.01K | — | $23,075 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 174 | — | $1,001 | 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
| Citadel Advisors | $90,172 | was 0.0% |
| JPMorgan Chase | $94 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 16 holders, 1.82M shares, $12.66M 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.