Who owns LSGR
Which tracked institutional funds hold LSGR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LSGR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
23 tracked funds added or opened LSGR while 8 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
LSGR’s largest tracked holder by dollar value, LOOMIS SAYLES & CO L P, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LSGR 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 58 tracked filers holding LSGR, 36 increased or opened the position and 27 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 LSGR 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 7
- Northwest Financial Advisors$35M
- Golden State Wealth Management, LLC$4M
- Integrated Wealth Concepts LLC$946K
- IFG Advisory, LLC$743K
- Global Retirement Partners, LLC$678K
- CITADEL ADVISORS LLC$622K
Full exits 6
- Mariner, LLC$10M
- Independence Asset Advisors, LLC$1M
- Richmond Investment Services, LLC$923K
- Sanctuary Advisors, LLC$829K
- Sepio Capital, LP$798K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$712K
Largest adds
- LOOMIS SAYLES & CO L P$46M
- Cerity Partners LLC$16M
- RAYMOND JAMES FINANCIAL INC$15M
- LPL Financial LLC$10M
- Baird Financial Group, Inc.$8M
- BANK OF AMERICA CORP /DE/$5M
Largest trims
- Greater Midwest Financial Group, LLC$6M
- JANE STREET GROUP, LLC$782K
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 |
|---|---|---|---|---|
| LOOMIS SAYLES & CO L P added | 8,087,491 | $341M | 40.8% | 2026-Q2 |
| LPL Financial LLC added | 2,331,803 | $98M | 11.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,135,806 | $90M | 10.8% | 2026-Q2 |
| Cerity Partners LLC added | 1,460,978 | $62M | 7.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 905,571 | $38M | 4.6% | 2026-Q2 |
| Northwest Financial Advisors new | 834,612 | $35M | 4.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 554,280 | $23M | 2.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC | 412,285 | $17M | 2.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 315,461 | $13M | 1.6% | 2026-Q2 |
| IHT Wealth Management, LLC added | 281,075 | $12M | 1.4% | 2026-Q2 |
| MAI Capital Management added | 243,189 | $10M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 226,245 | $10M | 1.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 225,991 | $10M | 1.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 205,315 | $9M | 1.0% | 2026-Q2 |
| Greater Midwest Financial Group, LLC trimmed | 180,929 | $8M | 0.9% | 2026-Q2 |
| Clifford Group, LLC trimmed | 152,854 | $6M | 0.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 119,798 | $5M | 0.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 111,238 | $5M | 0.6% | 2026-Q2 |
| Golden State Wealth Management, LLC new | 87,435 | $4M | 0.4% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 81,125 | $3M | 0.4% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 35,303 | $1M | 0.2% | 2026-Q2 |
| Atlanta Consulting Group Advisors, LLC added | 29,855 | $1M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 27,241 | $1M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 22,466 | $946K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 18,282 | $770K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 17,634 | $743K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 16,095 | $678K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 14,773 | $622K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 14,327 | $604K | 0.1% | 2026-Q2 |
| &PARTNERS new | 12,157 | $512K | 0.1% | 2026-Q2 |
| Third View Private Wealth, LLC added | 11,481 | $484K | 0.1% | 2026-Q2 |
| DRIVE WEALTH MANAGEMENT, LLC added | 10,659 | $449K | 0.1% | 2026-Q2 |
| Resurgent Financial Advisors LLC trimmed | 8,466 | $357K | 0.0% | 2026-Q2 |
| TrustWell Financial Advisors, LLC new | 7,914 | $333K | 0.0% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 7,460 | $314K | 0.0% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 7,299 | $308K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 7,048 | $297K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 6,331 | $267K | 0.0% | 2026-Q2 |
| AVAII WEALTH MANAGEMENT, LLC trimmed | 5,958 | $251K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 5,780 | $244K | 0.0% | 2026-Q2 |
| Callan Family Office, LLC new | 5,768 | $243K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC new | 5,619 | $237K | 0.0% | 2026-Q2 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC trimmed | 5,580 | $235K | 0.0% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 5,425 | $229K | 0.0% | 2026-Q2 |
| Perigon Wealth Management, LLC new | 5,283 | $223K | 0.0% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 5,100 | $215K | 0.0% | 2026-Q2 |
| UBS Group AG new | 3,693 | $156K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 2,000 | $84K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 910 | $38K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 815 | $34K | 0.0% | 2026-Q2 |
| OAKWORTH CAPITAL, INC. new | 800 | $34K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 621 | $26K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 571 | $24K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 331 | $14K | 0.0% | 2026-Q2 |
| Millstone Evans Group, LLC | 304 | $13K | 0.0% | 2026-Q2 |
| MORGAN STANLEY new | 100 | $4K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC new | 58 | $2K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 38 | $2K | 0.0% | 2026-Q2 |
| Mariner, LLC added | 257,985 | $10M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Independence Asset Advisors, LLC | 26,250 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Richmond Investment Services, LLC new | 23,422 | $923K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Sanctuary Advisors, LLC trimmed | 21,055 | $829K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Sepio Capital, LP new | 20,262 | $798K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 18,083 | $712K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Sugar Maple Asset Management, LLC trimmed | 7,979 | $314K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| D. E. Shaw & Co., Inc. new | 7,165 | $282K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA added | 5,247 | $207K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| INVESTMENT COUNSEL CO OF NEVADA new | 1,769 | $70K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NATIONAL BANK OF CANADA /FI/ new | 454 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JONES FINANCIAL COMPANIES LLLP new | 154 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| U.S. Capital Wealth Advisors, LLC trimmed | 82,204 | $4M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Wilmington Savings Fund Society, FSB | 1,600 | $72K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PRIVATE TRUST CO NA | 1,100 | $49K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 710 | $32K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Gateway Wealth Partners, LLC new | 36,917 | $2M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| MARSHALL WACE, LLP new | 8,577 | $381K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| IMG Wealth Management, Inc. new | 63 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Priebe Wealth Holdings LLC added | 37,665 | $2M | 0.2% | 2025-Q2 stale (4 quarters behind) |
| FLOW TRADERS U.S. LLC added | 18,762 | $785K | 0.1% | 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.