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Institutional Ownership · SEC Form 13F

Who owns LEGR


Which tracked institutional funds hold LEGR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LEGR company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

65
Institutional holders
857K
Shares held (tracked funds)

How the tape is positioned

4 tracked funds added or opened LEGR while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

LEGR’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in LEGR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 65 tracked filers holding LEGR, 33 increased or opened the position and 18 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in LEGR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 1

  • Benson Wealth Management INC$589K

Full exits 2

  • FLOW TRADERS U.S. LLC$3M
  • JANE STREET GROUP, LLC$1M

Largest adds

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
  • Steward Partners Investment Advisory, LLC$922K
  • RAYMOND JAMES FINANCIAL INC$294K

Largest trims

  • LPL Financial LLC$4M
  • Financial Engines Advisors L.L.C.$2M
  • FLPUTNAM INVESTMENT MANAGEMENT CO$703K
  • AMERIPRISE FINANCIAL INC$548K
  • OSAIC HOLDINGS, INC.$287K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
LPL Financial LLC trimmed148,504$9M14.3%2026-Q1
Financial Engines Advisors L.L.C. trimmed108,140$6M10.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added97,188$6M9.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added62,772$4M6.0%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC added61,476$4M5.9%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed36,674$2M3.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed33,134$2M3.2%2026-Q1
Steward Partners Investment Advisory, LLC added33,054$2M3.2%2026-Q1
BENJAMIN EDWARDS INC added25,459$1M2.4%2026-Q1
FIRST TRUST ADVISORS LP22,683$1M2.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed18,529$1M1.8%2026-Q1
Vontobel Holding Ltd.18,000$1M1.7%2026-Q1
FLPUTNAM INVESTMENT MANAGEMENT CO trimmed16,578$958K1.6%2026-Q1
OPPENHEIMER ASSET MANAGEMENT INC. trimmed16,078$929K1.5%2026-Q1
Equitable Holdings, Inc. added13,902$827K1.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added13,346$771K1.3%2026-Q1
FLAGSTAR ADVISORS INC added12,048$696K1.2%2026-Q1
WealthCare Investment Partners, LLC10,753$623K1.0%2026-Q1
Cambridge Investment Research Advisors, Inc. added10,530$608K1.0%2026-Q1
Benson Wealth Management INC new10,191$589K1.0%2026-Q1
HighTower Advisors, LLC added9,200$531K0.9%2026-Q1
Belpointe Asset Management LLC6,547$378K0.6%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV new5,541$320K0.5%2026-Q1
Kestra Advisory Services, LLC added5,496$317K0.5%2026-Q1
Corient Private Wealth LLC added5,394$312K0.5%2026-Q1
Cetera Investment Advisers added4,502$260K0.4%2026-Q1
CRUX WEALTH ADVISORS added4,407$255K0.4%2026-Q1
ROYAL BANK OF CANADA trimmed4,395$254K0.4%2026-Q1
CPR Investments Inc. new4,332$250K0.4%2026-Q1
STIFEL FINANCIAL CORP added4,028$233K0.4%2026-Q1
Prospera Financial Services Inc3,615$209K0.3%2026-Q1
Vertex Planning Partners, LLC3,500$202K0.3%2026-Q1
Sound Income Strategies, LLC trimmed2,662$155K0.3%2026-Q1
Western Wealth Management, LLC new2,443$141K0.2%2026-Q1
Capital Investment Advisory Services, LLC2,058$119K0.2%2026-Q1
CWM, LLC1,956$113K0.2%2026-Q1
Ashton Thomas Private Wealth, LLC added1,838$106K0.2%2026-Q1
AE Wealth Management LLC trimmed1,833$106K0.2%2026-Q1
MORGAN STANLEY added1,797$104K0.2%2026-Q1
CENTRAL TRUST Co1,635$94K0.2%2026-Q1
HARBOUR INVESTMENTS, INC. added1,603$93K0.2%2026-Q1
GUARDIAN WEALTH ADVISORS, LLC / NC added1,423$82K0.1%2026-Q1
Aptus Capital Advisors, LLC1,423$82K0.1%2026-Q1
TWIN PEAKS WEALTH ADVISORS, LLC1,031$60K0.1%2026-Q1
UBS Group AG added758$44K0.1%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC new480$28K0.0%2026-Q1
NBC SECURITIES, INC.475$27K0.0%2026-Q1
IFP Advisors, Inc added468$27K0.0%2026-Q1
WELLS FARGO & COMPANY/MN added451$26K0.0%2026-Q1
BANK OF MONTREAL /CAN/ added445$26K0.0%2026-Q1
Farther Finance Advisors, LLC388$23K0.0%2026-Q1
Advisory Services Network, LLC306$18K0.0%2026-Q1
Arax Advisory Partners trimmed291$17K0.0%2026-Q1
Strengthening Families & Communities, LLC trimmed266$15K0.0%2026-Q1
Rockefeller Capital Management L.P. added258$15K0.0%2026-Q1
PFS Partners, LLC new242$14K0.0%2026-Q1
ASSETMARK, INC trimmed197$11K0.0%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC160$9K0.0%2026-Q1
Strive Financial Group ,LLC147$8K0.0%2026-Q1
Cedar Mountain Advisors, LLC137$8K0.0%2026-Q1
TD Waterhouse Canada Inc.100$6K0.0%2026-Q1
BLAIR WILLIAM & CO/IL100$6K0.0%2026-Q1
FMR LLC51$3K0.0%2026-Q1
SIGNATUREFD, LLC new50$3K0.0%2026-Q1
HANTZ FINANCIAL SERVICES, INC.11$1K0.0%2026-Q1
Alpha Omega Group, Inc. added97,405$5M7.9%2025-Q1 stale
FLOW TRADERS U.S. LLC added53,325$3M5.3%2025-Q4 stale
JANE STREET GROUP, LLC added19,143$1M1.9%2025-Q4 stale
Prime Capital Investment Advisors, LLC new9,722$474K0.8%2025-Q1 stale
IHT Wealth Management, LLC added5,864$349K0.6%2025-Q4 stale
OLD MISSION CAPITAL LLC trimmed5,927$333K0.6%2025-Q3 stale
OneDigital Investment Advisors LLC4,499$253K0.4%2025-Q3 stale
Global Retirement Partners, LLC768$46K0.1%2025-Q4 stale
JONES FINANCIAL COMPANIES LLLP new360$21K0.0%2025-Q4 stale
BARCLAYS PLC250$12K0.0%2025-Q3 stale
PSI Advisors, LLC203$10K0.0%2025-Q1 stale
COLDSTREAM CAPITAL MANAGEMENT INC new140$7K0.0%2025-Q1 stale
DHJJ Financial Advisors, Ltd.105$6K0.0%2025-Q2 stale
CKW FINANCIAL GROUP new50$3K0.0%2025-Q3 stale
Spire Wealth Management trimmed23$1K0.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership