Legence Corp. Class ALGN
13F holders, Q2 2026 (June 30)267holders +70
89new positions
21sold out
6famous investors
$84.78avg. 13F price*
At the end of Q2 2026, 267 institutions reported holding Legence Corp. Class A (LGN) in their 13F filings, up 70 from Q1 2026. 89 opened new positions and 21 sold out. The largest holders were Blackstone Inc. ($1.7B), BlackRock, Inc. ($385.5M) and Jupiter Topco LLC ($245.6M). 6 famous investors held it, including George Soros (0.5% of Soros Fund Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio).
- Company
- Legence Corp. Class A
- CUSIP
- 52476L109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $665.6M |
| Exits | 21 | $87.1M |
All 13F filers, Q1 2026 → Q2 2026: 28,584,461 shares bought and 14,643,084 shares sold, net +13,941,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 267 holders
| Blackstone Inc. | 5.48% | Reduce -23.1% | 19,475,952 | $1.7B |
| BlackRock, Inc. | 0.01% | Add +70.9% | 4,523,195 | $385.5M |
| Jupiter Topco LLC | 0.10% | — | 2,882,048 | $245.6M |
| Franklin Resources Inc. | 0.05% | Add +24.1% | 2,870,439 | $244.6M |
| Vanguard Portfolio Management LLC | 0.01% | Add +74.8% | 2,564,791 | $218.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.31% | Add +287.8% | 2,539,939 | $216.5M |
| Vanguard Capital Management LLC | 0.00% | Add +64.8% | 2,495,846 | $212.7M |
| First Trust Advisors LP | 0.09% | Add +1185.5% | 1,881,424 | $160.4M |
| Geode Capital Management, LLC | 0.01% | Add +73.6% | 1,555,495 | $132.6M |
| Forest Avenue Capital Management LP | 5.54% | New | 1,546,512 | $131.8M |
| Two Sigma Investments, LP | 0.10% | Add +2074.4% | 1,478,072 | $126.0M |
| Westfield Capital Management Co. LP | 0.37% | Reduce -27.9% | 1,341,963 | $114.4M |
| Invesco Ltd. | 0.01% | Add +4907.7% | 1,300,349 | $110.8M |
| State Street Corp. | 0.00% | Add +57.7% | 1,296,500 | $110.5M |
| Renaissance Technologies | 0.14% | Add +103.6% | 1,180,400 | $100.6M |
| Massachusetts Financial Services Co. | 0.03% | Reduce -46.6% | 1,045,881 | $89.1M |
| FMR LLC | 0.00% | Reduce -67.0% | 974,787 | $83.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +657.3% | 914,813 | $78.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.07% | Reduce -28.9% | 864,097 | $73.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.09% | Add +9.6% | 859,907 | $73.3M |
| Merewether Investment Management, LP | 1.37% | Add +17.4% | 852,658 | $72.7M |
| UBS Group AG | 0.01% | Add +157.6% | 787,489 | $67.1M |
| Munro Partners | 1.51% | Add +4.3% | 779,617 | $66.4M |
| Bank of America Corp. | 0.00% | Add +14.3% | 777,550 | $66.3M |
| Loomis Sayles & Co. L P | 0.08% | Reduce -18.7% | 732,152 | $62.4M |
| Alyeska Investment Group, L.P. | 0.16% | New | 724,393 | $61.7M |
| Clearbridge Investments, LLC | 0.05% | Add +79.0% | 718,840 | $61.3M |
| JPMorgan Chase & Co. | 0.00% | Add +43.5% | 735,740 | $59.5M |
| Value Aligned Research Advisors, LLC | 0.35% | Add +124.6% | 692,150 | $59.0M |
| Alliancebernstein L.P. | 0.02% | Add +2585.2% | 1,043,580 | $58.9M |
| Federated Hermes, Inc. | 0.08% | Reduce -8.8% | 671,675 | $57.2M |
| Jacobs Levy Equity Management, Inc. | 0.20% | New | 658,709 | $56.1M |
| Emerald Advisers, LLC | 1.31% | New | 653,788 | $55.7M |
| Lord, Abbett & Co. LLC | 0.16% | Add +10.7% | 635,305 | $54.1M |
| Yaupon Capital Management LP | 1.78% | New | 627,256 | $53.5M |
| Seven Grand Managers, LLC | 2.07% | No change | 600,000 | $51.1M |
| Ameriprise Financial Inc. | 0.01% | Add +162.2% | 592,378 | $50.5M |
| GW&K Investment Management, LLC | 0.39% | Reduce -2.1% | 590,365 | $50.3M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +238.3% | 596,284 | $47.7M |
| Nomura Asset Management International Inc. | 0.07% | New | 555,024 | $47.3M |
| Nuveen, LLC | 0.01% | Add +117.9% | 526,650 | $44.9M |
| CI Investments Inc. | 0.14% | Reduce -10.3% | 508,613 | $43.3M |
| Conestoga Capital Advisors, LLC | 0.94% | Add +21.8% | 506,578 | $43.2M |
| BNP Paribas Financial Markets | 0.02% | Add +174.2% | 505,406 | $43.1M |
| Ghisallo Capital Management LLC | 1.04% | No change | 500,000 | $42.6M |
| Northern Trust Corp. | 0.00% | Add +65.5% | 491,856 | $41.9M |
| Baron Capital (BAMCO) | 0.06% | Reduce -61.8% | 475,469 | $40.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +61.4% | 467,577 | $39.9M |
| Morgan Stanley | 0.00% | Add +45.4% | 435,506 | $37.1M |
| Emerald Mutual Fund Advisers Trust | 1.27% | New | 425,628 | $36.3M |
| Driehaus Capital Management LLC | 0.20% | Reduce -55.4% | 408,382 | $34.8M |
| Goodlander Investment Management, LLC | 10.03% | Reduce -9.3% | 390,000 | $33.2M |
| Qube Research & Technologies Ltd | 0.04% | New | 388,820 | $33.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +66.6% | 388,756 | $33.1M |
| Pictet Asset Management Holding SA | 0.03% | Add +112.1% | 381,505 | $32.5M |
| Royce & Associates LP | 0.25% | Add +0.5% | 368,619 | $31.4M |
| Engle Capital Management, L.P. | 8.48% | Reduce -29.1% | 362,199 | $30.9M |
| Barclays PLC | 0.01% | Add +115.8% | 356,973 | $30.4M |
| Soros Fund Management | 0.49% | Add +147.3% | 328,000 | $28.0M |
| Fred Alger Management, LLC | 0.09% | Reduce -52.1% | 316,697 | $27.0M |
| Penn Capital Management Company, LLC | 1.69% | Reduce -12.5% | 311,830 | $26.6M |
| Jane Street Group, LLC | 0.02% | New | 281,404 | $24.0M |
| TimesSquare Capital Management, LLC | 0.35% | Reduce -0.5% | 276,601 | $23.6M |
| Citigroup Inc. | 0.01% | Add +5969.7% | 264,397 | $22.5M |
| Squarepoint Ops LLC | 0.04% | Reduce -1.1% | 264,000 | $22.5M |
| Gilder Gagnon Howe & Co. LLC | 0.23% | Add +29.9% | 258,691 | $22.0M |
| Zimmer Partners, LP | 0.50% | New | 247,500 | $21.1M |
| Marshall Wace, LLP | 0.02% | Add +224.9% | 237,700 | $20.3M |
| Millennium Management | 0.01% | Add +761.8% | 231,670 | $19.7M |
| Axiom Investors LLC | 0.17% | New | 225,101 | $19.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -12.8% | 213,360 | $18.2M |
| New York State Common Retirement Fund | 0.02% | Reduce -7.5% | 210,858 | $18.0M |
| Russell Investments Group, Ltd. | 0.02% | Add +129.5% | 208,258 | $17.7M |
| Peregrine Capital Management LLC | 0.57% | Reduce -5.8% | 206,500 | $17.6M |
| Burkehill Global Management, LP | 0.64% | Reduce -52.9% | 200,000 | $17.0M |
| Verition Fund Management LLC | 0.13% | Add +135.4% | 197,049 | $16.8M |
| Bank of New York Mellon Corp | 0.00% | Add +58.7% | 179,696 | $15.3M |
| Walleye Capital LLC | 0.08% | New | 178,929 | $15.3M |
| Hudson Bay Capital Management LP | 0.08% | Add +97.5% | 168,740 | $14.4M |
| Voleon Capital Management LP | 0.26% | Add +106.0% | 166,060 | $14.2M |
| Capelight Capital Asset Management LP | 7.15% | Add +6.5% | 165,000 | $14.1M |
| Trexquant Investment LP | 0.08% | Add +1093.8% | 147,380 | $12.6M |
| ArrowMark Colorado Holdings LLC | 0.51% | Reduce -69.1% | 142,435 | $12.1M |
| Norges Bank | 0.00% | — | 127,514 | $10.9M |
| Asset Management One Co., Ltd. | 0.03% | Add +31.1% | 126,729 | $10.8M |
| Sei Investments Co. | 0.01% | Add +21.1% | 126,081 | $10.7M |
| Wells Fargo & Company | 0.00% | Add +88.6% | 120,141 | $10.2M |
| Swiss National Bank | 0.00% | Add +35.5% | 108,000 | $9.2M |
| BW Gestao de Investimentos Ltda. | 0.21% | New | 100,000 | $8.5M |
| Whittier Trust Co. | 0.08% | New | 108,426 | $8.4M |
| 180 GPS Investments IC Ltd | 5.89% | — | 93,429 | $8.0M |
| Summit Creek Advisors LLC | 2.67% | Reduce -52.2% | 92,167 | $7.9M |
| Lazard Asset Management LLC | 0.01% | Reduce -52.3% | 83,523 | $7.1M |
| WINTON GROUP Ltd | 0.23% | Add +174.1% | 83,300 | $7.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.8% | 82,587 | $7.0M |
| Public Sector Pension Investment Board | 0.02% | New | 82,000 | $7.0M |
| Covalis Capital LLP | 0.36% | Reduce -6.3% | 75,000 | $6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +39.8% | 74,333 | $6.3M |
| Jump Financial, LLC | 0.06% | New | 73,200 | $6.2M |
| Mediolanum International Funds Ltd | 0.05% | New | 75,896 | $6.1M |
| Rhumbline Advisers | 0.00% | Add +68.4% | 71,208 | $6.1M |
| LBP Am SA | 0.06% | Add +4.2% | 70,608 | $6.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +160.3% | 69,605 | $5.9M |
| Needham Investment Management LLC | 0.17% | No change | 67,500 | $5.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -41.6% | 66,721 | $5.7M |
| Natixis Advisors, LLC | 0.01% | Add +68.6% | 64,591 | $5.5M |
| Algert Global LLC | 0.06% | New | 63,820 | $5.4M |
| 1832 Asset Management L.P. | 0.01% | Reduce -40.4% | 62,723 | $5.3M |
| California State Teachers Retirement System | 0.00% | Add +26.1% | 62,304 | $5.3M |
| Jones Financial Companies LLLP | 0.00% | Add +71.3% | 65,323 | $5.3M |
| XTX Topco Ltd | 0.07% | New | 61,466 | $5.2M |
| Deutsche Bank AG | 0.00% | Add +83.9% | 60,442 | $5.2M |
| G2 Investment Partners Management LLC | 0.93% | Add +9.4% | 60,000 | $5.1M |
| Kennedy Capital Management LLC | 0.08% | New | 56,239 | $4.8M |
| Fifth Third Bancorp | 0.01% | Add +28.8% | 52,061 | $4.4M |
| Scalar Gauge Management, LLC | 2.40% | Reduce -66.0% | 51,000 | $4.3M |
| Legal & General Group Plc | 0.00% | Add +58.9% | 47,112 | $4.0M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | New | 55,351 | $3.9M |
| Williamson Legacy Group, LLC | 1.75% | New | 41,267 | $3.5M |
| Hel Ved Capital Management Ltd | 0.47% | Add +32.0% | 39,165 | $3.3M |
| Scotia Capital Inc. | 0.01% | Reduce -2.5% | 38,710 | $3.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +43.7% | 38,001 | $3.2M |
| Symmetry Investments LP | 0.36% | New | 38,000 | $3.2M |
| Voloridge Investment Management, LLC | 0.01% | New | 37,345 | $3.2M |
| Nomura Holdings Inc. | 0.01% | New | 36,867 | $3.1M |
| Moore Capital Management, LP | 0.07% | New | 35,182 | $3.0M |
| MetLife Investment Management, LLC | 0.01% | Add +64.7% | 34,279 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -42.3% | 33,843 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +44.7% | 33,072 | $2.8M |
| Numerai GP LLC | 0.23% | New | 32,323 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.2% | 30,394 | $2.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +65.6% | 30,027 | $2.6M |
| Renaissance Capital LLC | 1.37% | Add +21.1% | 29,243 | $2.5M |
| Element Squared LLC | 1.22% | New | 28,832 | $2.5M |
| State of Wisconsin Investment Board | 0.00% | Add +4.0% | 26,852 | $2.3M |
| Freestone Capital Holdings, LLC | 0.06% | No change | 26,785 | $2.3M |
| Gsa Capital Partners LLP | 0.14% | New | 26,675 | $2.3M |
| Canada Pension Plan Investment Board | 0.00% | New | 25,200 | $2.1M |
| Potrero Capital Research LLC | 1.31% | No change | 25,059 | $2.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +99.7% | 23,054 | $2.0M |
| Vanguard Global Advisers, LLC | 0.00% | Add +46.5% | 20,476 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +51.8% | 20,475 | $1.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -78.5% | 20,290 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -1.6% | 20,265 | $1.7M |
| Public Employees Retirement System of Ohio | 0.01% | New | 20,244 | $1.7M |
| Turas Capital Management LP | 0.79% | New | 20,200 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -20.5% | 18,970 | $1.6M |
| Quantbot Technologies LP | 0.06% | Reduce -16.9% | 18,665 | $1.6M |
| Allianz Asset Management GmbH | 0.00% | New | 18,401 | $1.6M |
| HSBC Holdings PLC | 0.00% | New | 18,277 | $1.5M |
| Alpha Financial Partners LLC | 0.80% | Add +0.0% | 17,867 | $1.5M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +73.5% | 17,336 | $1.5M |
| Assetmark, Inc. | 0.00% | Add +15.7% | 16,851 | $1.4M |
| State of New Jersey Common Pension Fund D | 0.00% | New | 15,932 | $1.4M |
| Lisanti Capital Growth, LLC | 0.29% | New | 15,580 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +34.1% | 14,847 | $1.3M |
| Intech Investment Management LLC | 0.01% | Add +43.8% | 14,344 | $1.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 14,324 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -23.6% | 14,015 | $1.2M |
| Vanguard Investments Australia, Ltd. | 0.00% | Add +28.1% | 13,706 | $1.2M |
| Boothbay Fund Management, LLC | 0.02% | Add +10.7% | 13,195 | $1.1M |
| Fulcrum Asset Management LLP | 0.11% | New | 13,518 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +116.0% | 12,635 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | New | 12,584 | $1.1M |
| STRS Ohio | 0.00% | New | 12,300 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 12,298 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | Add +37.1% | 12,200 | $1.0M |
| State of Wyoming | 0.10% | Add +166.1% | 12,038 | $1.0M |
| Kerrisdale Advisers, LLC | 0.25% | Reduce -88.9% | 11,722 | $999K |
| Voya Investment Management LLC | 0.00% | Add +79.9% | 11,236 | $958K |
| Magnetar Financial LLC | 0.01% | New | 11,047 | $942K |
| Handelsbanken Fonder AB | 0.00% | New | 11,000 | $938K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 10,100 | $861K |
| State Board of Administration of Florida Retirement System | 0.00% | New | 10,047 | $856K |
| Citadel Advisors | 0.00% | Reduce -88.9% | 9,798 | $835K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -6.9% | 9,533 | $812K |
| Pinnacle Financial Partners, Inc. | 0.01% | No change | 8,928 | $761K |
| Quadrature Capital Ltd | 0.01% | New | 7,962 | $679K |
| Legato Capital Management LLC | 0.06% | New | 7,895 | $673K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -42.2% | 7,854 | $669K |
| Pinebridge Investments LLC | 0.01% | New | 7,852 | $669K |
| Commerce Bank | 0.00% | No change | 7,816 | $666K |
| Allstate Corp. | 0.01% | Add +1.1% | 7,781 | $663K |
| ProShare Advisors LLC | 0.00% | Add +41.2% | 7,697 | $656K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -19.4% | 7,335 | $625K |
| Treasurer of the State of North Carolina | 0.00% | New | 7,228 | $616K |
| Cetera Investment Advisers | 0.00% | Add +14.2% | 6,862 | $585K |
| Fiduciary Trust Co | 0.01% | No change | 6,579 | $561K |
| AQR Capital Management | 0.00% | New | 6,387 | $544K |
| Public Employees Retirement Association of Colorado | 0.00% | New | 6,240 | $532K |
| Aventail Capital Group, LP | 0.03% | New | 6,229 | $531K |
| Victory Capital Management Inc. | 0.00% | Add +38.8% | 6,172 | $526K |
| Captrust Financial Advisors | 0.00% | New | 5,911 | $504K |
| Xponance LLC | 0.00% | New | 5,761 | $491K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +74.3% | 5,334 | $455K |
| AdvisorShares Investments LLC | 0.05% | Reduce -13.3% | 4,976 | $424K |
| Entropy Technologies, LP | 0.02% | New | 4,956 | $422K |
| Teacher Retirement System of Texas | 0.00% | New | 4,748 | $405K |
| Diametric Capital, LP | 0.04% | Reduce -2.4% | 4,726 | $403K |
| Vestcor Inc | 0.01% | New | 4,587 | $391K |
| Principal Financial Group Inc. | 0.00% | New | 4,494 | $383K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,271 | $364K |
| Atria Investments, Inc | 0.00% | Reduce -15.4% | 4,188 | $357K |
| Alpine Woods Capital Investors, LLC | 0.08% | New | 4,059 | $346K |
| Vident Advisory, LLC | 0.00% | No change | 3,986 | $340K |
| Truvestments Capital LLC | 0.05% | Add +119.2% | 3,890 | $332K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 3,860 | $329K |
| EntryPoint Capital, LLC | 0.08% | New | 3,841 | $327K |
| American Century Companies Inc. | 0.00% | Reduce -8.7% | 3,728 | $318K |
| SG Americas Securities, LLC | 0.00% | Reduce -41.5% | 3,638 | $310K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -46.6% | 3,632 | $310K |
| Prelude Capital Management, LLC | 0.02% | New | 3,551 | $303K |
| Brevan Howard Capital Management LP | 0.00% | New | 3,514 | $299K |
| Quantinno Capital Management LP | 0.00% | New | 3,497 | $298K |
| Truist Financial Corp. | 0.00% | Reduce -46.1% | 3,456 | $295K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -9.3% | 3,455 | $294K |
| IMC-Chicago, LLC | 0.00% | New | 3,453 | $294K |
| CIBC Bancorp USA Inc. | 0.00% | New | 3,273 | $279K |
| Centiva Capital, LP | 0.01% | Reduce -32.2% | 3,125 | $266K |
| Wexford Capital LP | 0.03% | New | 2,986 | $254K |
| Acadian Asset Management LLC | 0.00% | New | 2,878 | $244K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,785 | $237K |
| Nisa Investment Advisors, LLC | 0.00% | Add +205.1% | 2,764 | $236K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -21.2% | 2,720 | $232K |
| Abel Hall, LLC | 0.04% | New | 2,666 | $227K |
| DNB Asset Management AS | 0.00% | New | 2,631 | $224K |
| Olympiad Research LP | 0.45% | New | 2,563 | $218K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 2,432 | $207K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -40.9% | 2,389 | $204K |
| Avior Wealth Management, LLC | 0.01% | New | 2,385 | $203K |
| Man Group plc | 0.00% | New | 2,379 | $203K |
| KBC Group NV | 0.00% | Add +60.0% | 1,859 | $158K |
| US Bancorp \de | 0.00% | Add +1094.2% | 1,851 | $158K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 1,513 | $129K |
| Nykredit A/S | 0.00% | — | 1,499 | $128K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | Add +13.3% | 850 | $72K |
| Huntington National Bank | 0.00% | Reduce -0.4% | 498 | $42K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 471 | $40K |
| Persistent Asset Partners Ltd | 0.01% | New | 401 | $34K |
| Kemnay Advisory Services Inc. | 0.00% | New | 400 | $34K |
| Optiver Holding B.V. | 0.00% | New | 384 | $33K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +2977.8% | 277 | $24K |
| GAMMA Investing LLC | 0.00% | Add +17.9% | 244 | $21K |
| Sterling Capital Management LLC | 0.00% | Reduce -69.8% | 206 | $18K |
| First Horizon Corp. | 0.00% | Reduce -11.5% | 200 | $17K |
| Tokio Marine Asset Management Co. Ltd. | 0.00% | New | 149 | $13K |
| WPG Advisers, LLC | 0.00% | New | 95 | $8K |
| Clearstead Advisors, LLC | 0.00% | New | 87 | $7K |
| Stone House Investment Management, LLC | 0.00% | No change | 80 | $7K |
| Quarry LP | 0.00% | New | 70 | $6K |
| Toronto Dominion Bank | 0.00% | New | 66 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 55 | $5K |
| International Assets Investment Management, LLC | 0.00% | Add +140.9% | 53 | $4K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.6% | 46 | $4K |
| Rothschild Investment LLC | 0.00% | Add +43.5% | 33 | $3K |
| Allworth Financial LP | 0.00% | Reduce -46.7% | 24 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -62.5% | 24 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 22 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +15.8% | 22 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 15 | $1K |
| Covestor Ltd | 0.00% | Add +333.3% | 13 | $1K |
| Washington Trust Advisors, Inc. | 0.00% | New | 11 | $926 |
| Farther Finance Advisors, LLC | 0.00% | Add +14.3% | 8 | $682 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +300.0% | 8 | $681 |
| SBI Securities Co., Ltd. | 0.00% | No change | 3 | $256 |
| Ameritas Advisory Services, LLC | 0.00% | New | 2 | $170 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $85 |
"% of holder's portfolio" is LGN's weight in each manager's 13F, not the share of Legence Corp. Class A the manager owns.