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Security record · archived quarter

LSGR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2024
24Tracked holders
0Δ holders
16.27MShares held
$685.27MReported value
+6New positions
−6Exits
Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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.

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: Q2 2026 · Methodology · Get this via the API