| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Howard Capital Management Inc. | $230.8M | 6.11M | Reduced | Q1 2026 |
| 2 | J.W. COLE ADVISORS, INC. | $20.0M | 402.3K | New | Q4 2025 |
| 3 | Orion Porfolio Solutions, LLC | $15.8M | 276.6K | Reduced | Q1 2026 |
| 4 | HighPoint Advisor Group LLC | $3.4M | 60.3K | Reduced | Q1 2026 |
| 5 | IFP Advisors, Inc | $1.5M | 26.5K | New | Q1 2026 |
| 6 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $1.5M | 25.7K | Reduced | Q1 2026 |
| 7 | Integrated Wealth Concepts LLC | $537K | 9.4K | New | Q1 2026 |
| 8 | INTEGRITY ALLIANCE, LLC. | $413K | 7.3K | Reduced | Q1 2026 |
| 9 | GDS Wealth Management | $398K | 7.0K | New | Q1 2026 |
| 10 | CITADEL ADVISORS LLC | $351K | 5.7K | New | Q4 2025 |
| 11 | VestGen Advisors, LLC | $350K | 5.6K | New | Q1 2026 |
| 12 | Atria Investments, Inc | $349K | 6.1K | Added | Q1 2026 |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | $61K | 985 | New | Q4 2025 |
| 14 | NewEdge Advisors, LLC | $46K | 46.0K | New | Q1 2026 |
| 15 | ASSETMARK, INC | $23K | 408 | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INC COMAAPL | 17 funds | $4.2B |
| NVIDIA CORPORATION COMNVDA | 17 funds | $3.8B |
| MICROSOFT CORP COMMSFT | 17 funds | $2.9B |
| AMAZON COM INC COMAMZN | 17 funds | $2.1B |
| ALPHABET INC CAP STK CL AGOOGL | 17 funds | $2.0B |
| INVESCO QQQ TRUST SERIES IQQQ | 17 funds | $1.8B |
| STATE STREETSPY | 17 funds | $1.8B |
| BROADCOM INC COMAVGO | 17 funds | $1.4B |
| META PLATFORMS INC CL AMETA | 17 funds | $1.4B |
| VANGUARD INDEX FDSVUG | 17 funds | $1.3B |
| JPMORGAN CHASE & CO. COMJPM | 17 funds | $1.3B |
| ALPHABET INC CAP STK CL CGOOG | 17 funds | $1.1B |
Ranked by how many of LGH's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LGH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.