LSGR
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +9.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | 0 | 16.27M | $685.27M | +6 | −6 |
| Q1 2026 | 24 | +7 | 14.86M | $585.29M | +7 | — |
| Q4 2025 | 17 | -1 | 12.13M | $542.79M | — | −1 |
| Q3 2025 | 1 | +1 | 8.58K | $380,905 | +1 | — |
| Q2 2024 | 1 | — | 8.25K | $280,211 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Loomis Sayles & Co L P | 8.09M | +8.0% | $340.73M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 2 | Loomis Sayles & Co L P | 8.09M | +8.0% | $340.73M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 2.33M | +4.6% | $98.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 2.14M | +12.7% | $89.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 2.14M | +12.7% | $89.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 2.14M | +12.7% | $89.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cerity Partners LLC | 1.46M | +27.5% | $61.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Cerity Partners LLC | 1.46M | +27.5% | $61.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Cerity Partners LLC | 1.46M | +27.5% | $61.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 554.28K | +17.4% | $23.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 554.28K | +17.4% | $23.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 554.28K | +17.4% | $23.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 554.28K | +17.4% | $23.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 412.29K | 0.0% | $17.37M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 315.46K | +59.2% | $13.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 315.46K | +59.2% | $13.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 315.46K | +59.2% | $13.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 226.25K | +4.8% | $9.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS AM, a distinct business unit of… | 225.99K | 0.0% | $9.52M | 0.0% | Held | 2 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 205.31K | +638.5% | $8.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 119.80K | +9.5% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 111.24K | +12.5% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 18.28K | +1724.5% | $770,209 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 14.77K | New | $622,386 | 0.0% | New | 1 | SEC ↗ |
| 25 | Truist Financial Corp | 14.33K | -2.9% | $603,597 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 7.05K | -14.1% | $296,930 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 6.33K | New | $266,725 | 0.0% | New | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 5.78K | -77.8% | $243,511 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 5.40K | New | $227,348 | 0.0% | New | 1 | SEC ↗ |
| 30 | UBS Group AG | 3.69K | New | $155,587 | 0.0% | New | 1 | SEC ↗ |
| 31 | UBS Group AG | 3.69K | New | $155,587 | 0.0% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 2.00K | 0.0% | $84,260 | 0.0% | Held | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 621 | New | $26,113 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fifth Third Bancorp | 571 | 0.0% | $24,056 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 100 | New | $4,213 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $622,386 | 0.0% |
| Goldman Sachs Group | $266,725 | 0.0% |
| HighTower Advisors, LLC | $227,348 | 0.0% |
| UBS Group AG | $155,587 | 0.0% |
| UBS Group AG | $155,587 | 0.0% |
| JPMorgan Chase | $26,113 | 0.0% |
| Morgan Stanley | $4,213 | 0.0% |
Exited
| Mariner, LLC | $10.16M | was 0.0% |
| Susquehanna International… | $712,289 | was 0.0% |
| D. E. Shaw & Co. | $282,229 | was 0.0% |
| Royal Bank Of Canada | $207,000 | was 0.0% |
| National Bank Of Canada /Fi/ | $17,856 | was 0.0% |
| Jones Financial Companies Lllp | $5,827 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 52 holders, 17.15M shares, $675.46M 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.