% of shares outstanding is not shown for LEGR: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for LEGR in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 104K | 105K | 110K | 206K | 216K | 149K | $9M |
| Financial Engines Advisors L.L.C. | 137K | 107K | 107K | 143K | 140K | 108K | $6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 50K | 42K | 40K | 26K | 26K | 97K | $6M |
| RAYMOND JAMES FINANCIAL INC | 18K | 18K | 52K | 53K | 56K | 63K | $4M |
| KINGSWOOD WEALTH ADVISORS, LLC | — | — | — | 59K | 61K | 61K | $4M |
| BANK OF AMERICA CORP /DE/ | 42K | 41K | 39K | 38K | 37K | 37K | $2M |
| AMERIPRISE FINANCIAL INC | 40K | 40K | 40K | 31K | 41K | 33K | $2M |
| Steward Partners Investment Advisory, LLC | 105 | 55 | 55 | 6K | 17K | 33K | $2M |
| BENJAMIN EDWARDS INC | — | — | 25K | 25K | 25K | 25K | $1M |
| FIRST TRUST ADVISORS LP | 33K | 28K | 28K | 28K | 23K | 23K | $1M |
| OSAIC HOLDINGS, INC. | 26K | 26K | 25K | 22K | 23K | 19K | $1M |
| Vontobel Holding Ltd. | 18K | 18K | 18K | 18K | 18K | 18K | $1M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | — | 28K | 94K | 69K | 28K | 17K | $957,603 |
| OPPENHEIMER ASSET MANAGEMENT INC. | 20K | 21K | 20K | 20K | 19K | 16K | $928,729 |
| Equitable Holdings, Inc. | 15K | 15K | 15K | 14K | 13K | 14K | $827,147 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +71,193 | $4M | ADD |
| Steward Partners Investment Advisory, LLC | +16,455 | $950,507 | ADD |
| Benson Wealth Management INC | +10,191 | $588,673 | OPEN |
| RAYMOND JAMES FINANCIAL INC | +6,771 | $391,120 | ADD |
| MERCER GLOBAL ADVISORS INC /ADV | +5,541 | $320,070 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| LPL Financial LLC | −67,020 | $4M | TRIM |
| FLOW TRADERS U.S. LLC | −53,325 | $3M | CLOSE |
| Financial Engines Advisors L.L.C. | −32,175 | $2M | TRIM |
| JANE STREET GROUP, LLC | −19,143 | $1M | CLOSE |
| FLPUTNAM INVESTMENT MANAGEMENT CO | −11,338 | $654,928 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 65 | 857,479 | — | $50M |
| 2025-Q4 | 58 | 940,103 | — | $56M |
| 2025-Q3 | 55 | 887,577 | — | $50M |
| 2025-Q2 | 55 | 772,716 | — | $42M |
| 2025-Q1 | 52 | 604,985 | — | $29M |
| 2024-Q4 | 55 | 758,449 | — | $35M |
| 2024-Q3 | 55 | 753,007 | — | $35M |
| 2024-Q2 | 60 | 859,723 | — | $37M |
| 2024-Q1 | 57 | 849,532 | — | $36M |
| 2023-Q4 | 64 | 804,118 | — | $33M |
| 2023-Q3 | 61 | 797,993 | — | $29M |
| 2023-Q2 | 60 | 1,129,746 | — | $43M |
| 2023-Q1 | 62 | 960,718 | — | $36M |
| 2022-Q4 | 68 | 1,124,207 | — | $38M |
| 2022-Q3 | 63 | 1,213,267 | — | $39M |
| 2022-Q2 | 65 | 1,357,970 | — | $46M |
| 2022-Q1 | 71 | 1,477,106 | — | $60M |
| 2021-Q4 | 67 | 1,393,814 | — | $61M |
| 2021-Q3 | 56 | 1,256,973 | — | $53M |
| 2021-Q2 | 51 | 999,958 | — | $42M |
| 2021-Q1 | 47 | 727,835 | — | $29M |
| 2020-Q4 | 26 | 499,912 | — | $19M |
| 2020-Q3 | 24 | 412,600 | — | $13M |
| 2020-Q2 | 23 | 335,449 | — | $10M |
| 2020-Q1 | 27 | 459,790 | — | $12M |
| 2019-Q4 | 30 | 477,667 | — | $15M |
| 2019-Q3 | 31 | 460,114 | — | $14M |
| 2019-Q2 | 31 | 669,563 | — | $20M |
| 2019-Q1 | 33 | 491,387 | — | $14M |
| 2018-Q4 | 32 | 567,118 | — | $14M |
| 2018-Q3 | 30 | 552,916 | — | $17M |
| 2018-Q2 | 30 | 454,949 | — | $13M |
| 2018-Q1 | 29 | 372,116 | — | $11M |
| 2016-Q1 | 1 | 91 | — | $3,000 |
