Among active 13F managers last quarter, 8 opened and 9 added, while 4 reduced; the largest holder to move was Kennedy Capital Management LLC (+2.8%). Over the last 180 days, 2 insiders sold and none bought, a net -$191K in open-market trades.
The legs disagree, or only one of them leans.
53 tracked 13F filers disclose a position in LGCY as of the latest SEC 13F filings, a combined $62.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Holos Integrated Wealth LLC | 853K | $9.6M | —Held | Q2 2026 | |
| 2 | Kennedy Capital Management LLC | 615K | $7.7M | ▲+2.8% Added · +17K sh | Q1 2026 | |
| 3 | Bard Associates Inc | 444K | $5.2M | ▼−0.9% Reduced · −4K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 376K | $4.7M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 5 | Truffle Hound Capital, LLC | 350K | $4.1M | —Held | Q2 2026 | |
| 6 | Essex Investment Management Co LLC | 330K | $3.9M | ▲+130% Added · +186K sh | Q2 2026 | |
| 7 | Sei Investments Co | 260K | $3.3M | ▲+261% Added · +188K sh | Q1 2026 | |
| 8 | Russell Investments Group, Ltd. | 198K | $2.5M | ▲+6.7% Added · +12K sh | Q1 2026 | |
| 9 | Punch & Associates Investment Management, Inc. | 185K | $2.3M | —Held | Q1 2026 | |
| 10 | White Pine Capital LLC | 140K | $1.6M | ▲+27% Added · +30K sh | Q2 2026 | |
| 11 | Bank Of Montreal | 119K | $1.5M | ▲New +119K sh | Q1 2026 | |
| 12 | Legato Capital Management LLC | 110K | $1.3M | ▲+145% Added · +65K sh | Q2 2026 | |
| 13 | Ancora Advisors LLC | 100K | $1.2M | ▲+18% Added · +15K sh | Q2 2026 | |
| 14 | Millennium Management LLC | 93K | $1.2M | ▲New +93K sh | Q1 2026 | |
| 15 | Geode Capital Management, LLC | 93K | $1.1M | ▲+0.8% Added · +776 sh | Q2 2026 | |
| 16 | Susquehanna International Group, LLP | 92K | $1.2M | ▲+46% Added · +29K sh | Q1 2026 | |
| 17 | Renaissance Technologies LLC | 72K | $901K | ▲+88% Added · +34K sh | Q1 2026 | |
| 18 | Next Century Growth Investors LLC | 61K | $723K | ▲New +61K sh | Q2 2026 | |
| 19 | Integrated Wealth Concepts LLC | 61K | $714K | ▲+100% Added · +30K sh | Q2 2026 | |
| 20 | Vanguard Fiduciary Trust Co | 53K | $668K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 21 | Goldman Sachs Group Inc | 51K | $644K | ▼−21% Reduced · −14K sh | Q1 2026 | |
| 22 | Manatuck Hill Partners, LLC | 45K | $524K | —Held | Q2 2026 | |
| 23 | Jane Street Group, LLC | 44K | $548K | ▲+274% Added · +32K sh | Q1 2026 | |
| 24 | BlackRock, Inc. | 43K | $533K | ▲+5.7% Added · +2K sh | Q1 2026 | |
| 25 | Citadel Advisors LLC | 41K | $482K | ▼−27% Reduced · −15K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in LGCY and 9 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 26 funds | $8.4B |
| Microsoft CorpMSFT | 25 funds | $12.1B |
| Apple IncAAPL | 24 funds | $16.3B |
| JPMorgan Chase & CoJPM | 24 funds | $5.6B |
| Tesla IncTSLA | 24 funds | $4.8B |
| Nvidia CorpNVDA | 23 funds | $20.8B |
| Amazon.com IncAMZN | 23 funds | $12.1B |
| Broadcom IncAVGO | 23 funds | $7.6B |
| Meta Platforms Inc-Class AMETA | 23 funds | $7.5B |
| Alphabet Inc-CL CGOOG | 23 funds | $6.3B |
| Visa Inc-Class A SharesV | 23 funds | $3.2B |
| Costco Wholesale CorpCOST | 23 funds | $2.4B |
Ranked by how many of LGCY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LGCY.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 10, 2026 | Rohmann LeeAnn | Chief Executive Officer, Director | Sell (S) | 5K | $56K |
| Jul 8, 2026 | Rohmann LeeAnn | Chief Executive Officer, Director | Sell (S) | 5K | $58K |
| Jun 5, 2026 | Rohmann LeeAnn | Chief Executive Officer, Director | Sell (S) | 5K | $55K |
| May 28, 2026 | Amato Gerald | Director | Sell (S) | 2K | $22K |
| Mar 2, 2026 | Amato Gerald | Director | Sell (S) | 2K | $28K |
| Nov 18, 2025 | Rohmann LeeAnn | Chief Executive Officer, Director | Buy (P) | 5K | $43K |
| Jun 10, 2025 | Amato Gerald | Director | Sell (S) | 6K | $57K |
| Jun 9, 2025 | Amato Gerald | Director | Sell (S) | 14 | $134 |
| Jun 5, 2025 | Amato Gerald | Director | Sell (S) | 5K | $47K |
| Mar 13, 2025 | Derose Robert | 10% Owner | Buy (P) | 3K | $19K |
| Mar 12, 2025 | Derose Robert | 10% Owner | Buy (P) | 224 | $1K |
| Feb 14, 2025 | deRose Susan | 10% Owner | Buy (P) | 2K | $17K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 19 | 10 | – |
Insiders Form 4 open-market | 0 | 2 | -$191K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for LGCY
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LGCY/capital-change-brief"
Use Arkolith's capital_change_brief for LGCY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for LGCY. Filings are public domain, sourced to SEC EDGAR.