Who owns LGH (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-Q1 13F filings. 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
The tracked-fund tape on LGH is one-sided between 2025-Q4 and 2026-Q1: 5 added or opened and 15 trimmed or exited — on balance reducing.
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 Inc., sizes it at 3.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.8pp 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 2025-Q4 and 2026-Q1, across 45 tracked filers holding LGH, 21 increased or opened the position and 26 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 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 2
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Integrated Wealth Concepts LLC$537K
Full exits 1
- Parsonex Advisory Services, Inc.$952K
Largest adds
- Discipline Wealth Solutions, LLC$6M
- LPL Financial LLC$3M
- Lifestyle Asset Management, Inc.$1M
Largest trims
- Howard Capital Management Inc.$25M
- Orion Porfolio Solutions, LLC$19M
- J.W. COLE ADVISORS, INC.$18M
- J2 Capital Management Inc$3M
- Cetera Investment Advisers$3M
- GTS SECURITIES LLC$3M
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 Inc. trimmed | 6,107,282 | $231M | 48.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 783,936 | $45M | 9.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 583,494 | $33M | 7.0% | 2026-Q1 |
| Wealth Watch Advisors, INC added | 339,788 | $19M | 4.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 276,621 | $16M | 3.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 255,789 | $15M | 3.1% | 2026-Q1 |
| Aegis Wealth Management, Inc. added | 251,057 | $14M | 3.0% | 2026-Q1 |
| LPL Financial LLC added | 179,840 | $10M | 2.2% | 2026-Q1 |
| Discipline Wealth Solutions, LLC added | 179,545 | $10M | 2.1% | 2026-Q1 |
| Lifestyle Asset Management, Inc. added | 117,464 | $7M | 1.4% | 2026-Q1 |
| Optivise Advisory Services LLC trimmed | 108,137 | $6M | 1.3% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 60,256 | $3M | 0.7% | 2026-Q1 |
| J2 Capital Management Inc trimmed | 59,226 | $3M | 0.7% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 45,433 | $3M | 0.5% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 41,839 | $2M | 0.5% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 35,939 | $2M | 0.4% | 2026-Q1 |
| IFP Advisors, Inc added | 26,548 | $2M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 26,530 | $2M | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 25,725 | $1M | 0.3% | 2026-Q1 |
| PANORAMIC INVESTMENT ADVISORS, LLC trimmed | 25,046 | $1M | 0.3% | 2026-Q1 |
| Brookstone Capital Management trimmed | 24,805 | $1M | 0.3% | 2026-Q1 |
| Brooklyn Investment Group | 19,153 | $1M | 0.2% | 2026-Q1 |
| Fiduciary Alliance LLC trimmed | 10,739 | $634K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC new | 9,425 | $537K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 7,986 | $455K | 0.1% | 2026-Q1 |
| McKinney Capital Management, LLC new | 7,345 | $418K | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 7,255 | $413K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 7,176 | $409K | 0.1% | 2026-Q1 |
| Mariner, LLC | 7,102 | $405K | 0.1% | 2026-Q1 |
| GDS Wealth Management new | 6,996 | $398K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 6,679 | $380K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC new | 5,554 | $350K | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 6,120 | $349K | 0.1% | 2026-Q1 |
| VestGen Investment Management trimmed | 6,008 | $342K | 0.1% | 2026-Q1 |
| Bison Wealth, LLC added | 5,211 | $332K | 0.1% | 2026-Q1 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 5,252 | $299K | 0.1% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH new | 4,393 | $250K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 3,731 | $213K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1,145 | $65K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 1,130 | $64K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 857 | $49K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 45,995 | $46K | 0.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 408 | $23K | 0.0% | 2026-Q1 |
| Spire Wealth Management | 200 | $11K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 1 | $56 | 0.0% | 2026-Q1 |
| Orion Portfolio Solutions, LLC added | 523,778 | $25M | 5.3% | 2025-Q1 stale |
| Efficient Advisors, LLC new | 111,843 | $5M | 1.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. added | 39,030 | $2M | 0.4% | 2025-Q2 stale |
| MONEY CONCEPTS CAPITAL CORP added | 33,766 | $2M | 0.4% | 2025-Q3 stale |
| Envestnet Portfolio Solutions, Inc. new | 33,048 | $2M | 0.4% | 2025-Q2 stale |
| CPR Investments Inc. trimmed | 21,151 | $1M | 0.3% | 2025-Q3 stale |
| Parsonex Advisory Services, Inc. trimmed | 15,364 | $952K | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 5,664 | $351K | 0.1% | 2025-Q4 stale |
| Sigma Planning Corp trimmed | 4,437 | $275K | 0.1% | 2025-Q4 stale |
| Concurrent Investment Advisors, LLC new | 4,093 | $254K | 0.1% | 2025-Q4 stale |
| Smithfield Trust Co new | 3,950 | $245K | 0.1% | 2025-Q4 stale |
| Kestra Advisory Services, LLC added | 3,828 | $237K | 0.0% | 2025-Q4 stale |
| Worth Financial Advisory Group, LLC trimmed | 3,642 | $226K | 0.0% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 3,613 | $220K | 0.0% | 2025-Q3 stale |
| Delta Investment Management, LLC trimmed | 3,313 | $205K | 0.0% | 2025-Q4 stale |
| AQR CAPITAL MANAGEMENT LLC new | 4,208 | $203K | 0.0% | 2025-Q1 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,338 | $65K | 0.0% | 2025-Q1 stale |
| ROYAL BANK OF CANADA added | 568 | $34K | 0.0% | 2025-Q3 stale |
| Creekmur Asset Management LLC | 373 | $23K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.