47 tracked 13F filers disclose a position in LGCY as of the latest SEC 13F filings, a combined $45.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Holos Integrated Wealth LLC | $9.6M | 853K | —Held | Q2 2026 | |
| 2 | KENNEDY CAPITAL MANAGEMENT LLC | $7.7M | 615K | ▲+2.8% Added · +17K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $4.7M | 376K | →First observed position No prior filed position | Q1 2026 | |
| 4 | SEI INVESTMENTS CO | $3.3M | 260K | ▲+261% Added · +188K sh | Q1 2026 | |
| 5 | Russell Investments Group, Ltd. | $2.5M | 198K | ▲+6.7% Added · +12K sh | Q1 2026 | |
| 6 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $2.3M | 185K | —Held | Q1 2026 | |
| 7 | BANK OF MONTREAL /CAN/ | $1.5M | 119K | ▲New +119K sh | Q1 2026 | |
| 8 | MILLENNIUM MANAGEMENT LLC | $1.2M | 93K | ▲New +93K sh | Q1 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 92K | ▲+46% Added · +29K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $1.2M | 92K | ▲+3.4% Added · +3K sh | Q1 2026 | |
| 11 | Ancora Advisors LLC | $1.1M | 85K | ▲+98% Added · +42K sh | Q1 2026 | |
| 12 | RENAISSANCE TECHNOLOGIES LLC | $901K | 72K | ▲+88% Added · +34K sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $705K | 56K | ▲New +56K sh | Q1 2026 | |
| 14 | VANGUARD FIDUCIARY TRUST CO | $668K | 53K | →First observed position No prior filed position | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $644K | 51K | ▼−21% Reduced · −14K sh | Q1 2026 | |
| 16 | Manatuck Hill Partners, LLC | $558K | 45K | —Held | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $548K | 44K | ▲+274% Added · +32K sh | Q1 2026 | |
| 18 | BlackRock, Inc. | $533K | 43K | ▲+5.7% Added · +2K sh | Q1 2026 | |
| 19 | Paradigm, Strategies in Wealth Management, LLC | $481K | 41K | ▲New +41K sh | Q2 2026 | |
| 20 | 683 Capital Management, LLC | $501K | 40K | ▼−14% Reduced · −6K sh | Q1 2026 | |
| 21 | STATE STREET CORP | $425K | 34K | ▲+4.7% Added · +2K sh | Q1 2026 | |
| 22 | Integrated Wealth Concepts LLC | $380K | 30K | —Held | Q1 2026 | |
| 23 | LPL Financial LLC | $337K | 27K | ▲New +27K sh | Q1 2026 | |
| 24 | DIMENSIONAL FUND ADVISORS LP | $310K | 25K | ▲+69% Added · +10K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $274K | 22K | ▲+481% Added · +18K sh | Q1 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, 9 funds opened a new position in LGCY and 6 added to an existing one, while 3 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 9 funds | $1.1B |
| UNITEDHEALTH GROUP INCUNH | 9 funds | $673.2M |
| AMAZON.COM INCAMZN | 8 funds | $2.6B |
| MICROSOFT CORPMSFT | 8 funds | $1.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 8 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 8 funds | $983.8M |
| JOHNSON & JOHNSONJNJ | 8 funds | $650.2M |
| ORACLE CORPORCL | 8 funds | $521.0M |
| ELI LILLY & COLLY | 8 funds | $404.1M |
| WALT DISNEY CO/THEDIS | 8 funds | $261.5M |
| AMERIPRISE FINANCIAL INCAMP | 8 funds | $91.2M |
| BUILDERS FIRSTSOURCE INCBLDR | 8 funds | $87.6M |
Ranked by how many of LGCY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Jan 13, 2025 | deRose Susan | 10% Owner | Buy (P) | 3K | $23K |
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 + end-of-day price history + the live filing stream, joined for LGCY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.