54 tracked 13F filers disclose a position in LSGR as of the latest SEC 13F filings, a combined $711.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LOOMIS SAYLES & CO L P | $294.9M | 7.5M | ▲+1.5% Added · +114K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $87.8M | 2.2M | ▲+28% Added · +483K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $74.6M | 1.9M | ▲+55% Added · +675K sh | Q1 2026 | |
| 4 | Cerity Partners LLC | $45.1M | 1.1M | ▲+33% Added · +287K sh | Q1 2026 | |
| 5 | Vestmark Advisory Solutions, Inc. | $38.2M | 906K | ▼−0.1% Reduced · −1K sh | Q2 2026 | |
| 6 | Northwest Financial Advisors | $35.2M | 835K | ▲New +835K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $18.6M | 472K | ▲+421% Added · +381K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $16.2M | 412K | ▲+47% Added · +132K sh | Q1 2026 | |
| 9 | IHT Wealth Management, LLC | $11.8M | 281K | ▲+2.4% Added · +7K sh | Q2 2026 | |
| 10 | Mariner, LLC | $10.2M | 258K | ▲+8.2% Added · +19K sh | Q1 2026 | |
| 11 | MAI Capital Management | $9.5M | 242K | ▲+6.3% Added · +14K sh | Q1 2026 | |
| 12 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $8.9M | 226K | ▲New +226K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $8.5M | 216K | ▲+152% Added · +130K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $7.8M | 198K | ▲+93% Added · +96K sh | Q1 2026 | |
| 15 | Greater Midwest Financial Group, LLC | $7.6M | 181K | ▼−48% Reduced · −168K sh | Q2 2026 | |
| 16 | Clifford Group, LLC | $6.4M | 153K | ▼−10.0% Reduced · −17K sh | Q2 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $5.0M | 120K | ▲+9.5% Added · +10K sh | Q2 2026 | |
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | $3.9M | 99K | ▲+60% Added · +37K sh | Q1 2026 | |
| 19 | Golden State Wealth Management, LLC | $3.7M | 87K | ▲New +87K sh | Q2 2026 | |
| 20 | Apollon Wealth Management, LLC | $3.2M | 81K | ▼−1.8% Reduced · −1K sh | Q1 2026 | |
| 21 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.5M | 35K | ▲+1.5% Added · +520 sh | Q2 2026 | |
| 22 | Baird Financial Group, Inc. | $1.1M | 28K | ▲New +28K sh | Q1 2026 | |
| 23 | Stratos Wealth Partners, LTD. | $1.1M | 27K | ▼−0.1% Reduced · −34 sh | Q2 2026 | |
| 24 | Atlanta Consulting Group Advisors, LLC | $1.0M | 26K | ▲+7.0% Added · +2K sh | Q1 2026 | |
| 25 | JANE STREET GROUP, LLC | $1.0M | 26K | ▲+62% Added · +10K 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, 4 funds opened a new position in LSGR and 3 added to an existing one, while 7 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 |
|---|---|---|
| NVIDIA CORPNVDA | 15 funds | $45.5B |
| APPLE INCAAPL | 15 funds | $29.7B |
| MICROSOFT CORPMSFT | 15 funds | $28.8B |
| AMAZON.COM INCAMZN | 15 funds | $20.8B |
| ALPHABET INC-CL AGOOGL | 15 funds | $20.5B |
| BROADCOM INCAVGO | 15 funds | $14.6B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $12.9B |
| ALPHABET INC-CL CGOOG | 15 funds | $11.3B |
| ELI LILLY & COLLY | 15 funds | $7.4B |
| JPMORGAN CHASE & COJPM | 15 funds | $7.0B |
| JOHNSON & JOHNSONJNJ | 15 funds | $5.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 15 funds | $4.7B |
Ranked by how many of LSGR's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| LSGRthis pageNATIXIS LOOMIS | 54 funds | $711.1M |
| VNSEVAUGHAN NELSN SL | 3 funds | $9.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for LSGR
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/LSGR/capital-change-brief"
Use Arkolith's capital_change_brief for LSGR. 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 LSGR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.