Who owns LGH
Which tracked institutional funds hold LGH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LGH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
14 tracked funds added or opened LGH while 9 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
LGH’s largest tracked holder by dollar value, Howard Capital Management, LLC, sizes it at 3.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LGH 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 2026-Q1 and 2026-Q2, across 41 tracked filers holding LGH, 22 increased or opened the position and 24 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 LGH between the 2026-Q1 and 2026-Q2 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 3
- TUCKER ASSET MANAGEMENT LLC$3M
- Nuveen, LLC$1M
- CITADEL ADVISORS LLC$730K
Full exits 4
- Cambridge Investment Research Advisors, Inc.$15M
- GTS SECURITIES LLC$2M
- Brooklyn Investment Group$1M
- Integrated Wealth Concepts LLC$537K
Largest adds
- Howard Capital Management, LLC$23M
- J.W. COLE ADVISORS, INC.$22M
- ENVESTNET ASSET MANAGEMENT INC$5M
- LPL Financial LLC$5M
- Discipline Wealth Solutions, LLC$4M
- NewEdge Advisors, LLC$3M
Largest trims
- Orion Porfolio Solutions, LLC$16M
- J2 Capital Management Inc$3M
- Cetera Investment Advisers$2M
- Wealth Watch Advisors, INC$689K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$461K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Howard Capital Management, LLC trimmed | 3,983,449 | $254M | 51.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 777,689 | $50M | 10.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 497,684 | $32M | 6.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 378,467 | $24M | 4.9% | 2026-Q2 |
| Wealth Watch Advisors, INC trimmed | 292,740 | $19M | 3.8% | 2026-Q2 |
| Aegis Wealth Management, Inc. added | 264,683 | $17M | 3.4% | 2026-Q2 |
| LPL Financial LLC added | 235,575 | $15M | 3.0% | 2026-Q2 |
| Discipline Wealth Solutions, LLC added | 227,458 | $15M | 2.9% | 2026-Q2 |
| Lifestyle Asset Management, Inc. added | 133,414 | $9M | 1.7% | 2026-Q2 |
| Optivise Advisory Services LLC trimmed | 101,712 | $6M | 1.3% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 63,455 | $4M | 0.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 52,857 | $3M | 0.7% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC new | 51,407 | $3M | 0.7% | 2026-Q2 |
| Simplicity Wealth,LLC trimmed | 44,723 | $3M | 0.6% | 2026-Q2 |
| IFP Advisors, Inc added | 26,798 | $2M | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 26,433 | $2M | 0.3% | 2026-Q2 |
| Brookstone Capital Management trimmed | 24,719 | $2M | 0.3% | 2026-Q2 |
| PANORAMIC INVESTMENT ADVISORS, LLC trimmed | 23,593 | $2M | 0.3% | 2026-Q2 |
| Nuveen, LLC new | 19,153 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 16,467 | $1M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 11,443 | $730K | 0.1% | 2026-Q2 |
| Fiduciary Alliance LLC added | 10,915 | $696K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 9,394 | $599K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 8,688 | $554K | 0.1% | 2026-Q2 |
| McKinney Capital Management, LLC added | 8,025 | $512K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 6,679 | $426K | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 6,395 | $408K | 0.1% | 2026-Q2 |
| Bison Wealth, LLC added | 5,618 | $361K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 5,265 | $336K | 0.1% | 2026-Q2 |
| VestGen Investment Management trimmed | 4,948 | $315K | 0.1% | 2026-Q2 |
| J2 Capital Management Inc trimmed | 4,868 | $310K | 0.1% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC trimmed | 4,447 | $284K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 4,055 | $259K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 3,904 | $249K | 0.1% | 2026-Q2 |
| Delta Investment Management, LLC | 3,313 | $211K | 0.0% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 3,144 | $200K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 1,186 | $76K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1,145 | $73K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 768 | $49K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 200 | $13K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 1 | $63 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 255,789 | $15M | 2.9% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC trimmed | 35,939 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Brooklyn Investment Group | 19,153 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC new | 9,425 | $537K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC | 7,102 | $405K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| GDS Wealth Management new | 6,996 | $398K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Atria Investments, Inc added | 6,120 | $349K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| KEYBANK NATIONAL ASSOCIATION/OH new | 4,393 | $250K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 857 | $49K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Parsonex Advisory Services, Inc. trimmed | 15,364 | $952K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Sigma Planning Corp new | 4,437 | $275K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Concurrent Investment Advisors, LLC new | 4,093 | $254K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Smithfield Trust Co new | 3,950 | $245K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC added | 3,828 | $237K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Worth Financial Advisory Group, LLC trimmed | 3,642 | $226K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MONEY CONCEPTS CAPITAL CORP added | 33,766 | $2M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| CPR Investments Inc. trimmed | 21,151 | $1M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 3,613 | $220K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| ROYAL BANK OF CANADA added | 568 | $34K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Creekmur Asset Management LLC | 373 | $23K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. new | 39,030 | $2M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.
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.