Filing Research | LGN - LEGENCE CORP Institutional Holdings

Snapshot holdings

23 / 23 loaded

#		Instrument	quantity
1	Conestoga Capital Advisors, LLC	Shares	506.6KSH	$43.2M
2	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	206.5KSH	$17.6M
3	Capelight Capital Asset Management LP	Shares	165.0KSH	$14.1M
4	Mediolanum International Funds Ltd	Shares	75.9KSH	$6.1M
5	LBP AM SA	Shares	70.6KSH	$6.0M
6	Mirae Asset Global Investments Co., Ltd.	Shares	20.3KSH	$1.7M
7	Police & Firemen's Retirement System of New Jersey	Shares	17.3KSH	$1.5M
8	Y-Intercept (Hong Kong) Ltd	Shares	3.9KSH	$329.0K
9	Abel Hall, LLC	Shares	2.7KSH	$227.2K
10	Olympiad Research LP	Shares	2.6KSH	$218.4K
11	Avior Wealth Management, LLC	Shares	2.4KSH	$203.3K
12	GAMMA Investing LLC	Shares	244SH	$20.8K
13	FIRST HORIZON CORP	Shares	200SH	$17.0K
14	Versant Capital Management, Inc	Shares	55SH	$4.7K
15	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	53SH	$4.2K
16	Cape Investment Advisory, Inc.	Shares	22SH	$1.9K
17	MassMutual Private Wealth & Trust, FSB	Shares	22SH	$1.9K
18	Physician Wealth Advisors, Inc.	Shares	15SH	$1.3K
19	Handelsbanken Fonder AB	Shares	11.0KSH	$938
20	Farther Finance Advisors, LLC	Shares	8SH	$682
21	EverSource Wealth Advisors, LLC	Shares	8SH	$681
22	SBI Securities Co., Ltd.	Shares	3SH	$256
23	Hughes Financial Services, LLC	Shares	1SH	$85

Manager changes2026-06-30 vs 2026-03-31

26 / 26 loaded

#		Instrument
1	Conestoga Capital Advisors, LLC added	Shares	+90.7K	+$19.7M	$43.2M
2	Mediolanum International Funds Ltd new	Shares	+75.9K	+$6.1M	$6.1M
3	Capelight Capital Asset Management LP added	Shares	+10.0K	+$5.3M	$14.1M
4	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-12.8K	+$5.2M	$17.6M
5	LBP AM SA added	Shares	+2.8K	+$2.2M	$6.0M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+7.3K	+$913.5K	$1.5M
7	Y-Intercept (Hong Kong) Ltd new	Shares	+3.9K	+$329.0K	$329.0K
8	Abel Hall, LLC new	Shares	+2.7K	+$227.2K	$227.2K
9	Olympiad Research LP new	Shares	+2.6K	+$218.4K	$218.4K
10	Avior Wealth Management, LLC new	Shares	+2.4K	+$203.3K	$203.3K
11	GAMMA Investing LLC added	Shares	+37	+$9.1K	$20.8K
12	FIRST HORIZON CORP trimmed	Shares	-26	+$4.3K	$17.0K
13	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+31	+$2.9K	$4.2K
14	Cape Investment Advisory, Inc. new	Shares	+22	+$1.9K	$1.9K
15	Versant Capital Management, Inc unchanged	Shares	0	+$1.6K	$4.7K
16	Handelsbanken Fonder AB new	Shares	+11.0K	+$938	$938
17	MassMutual Private Wealth & Trust, FSB added	Shares	+3	+$802	$1.9K
18	EverSource Wealth Advisors, LLC added	Shares	+6	+$568	$681
19	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$432	$1.3K
20	Farther Finance Advisors, LLC added	Shares	+1	+$265	$682
21	SBI Securities Co., Ltd. unchanged	Shares	0	+$87	$256
22	Hughes Financial Services, LLC new	Shares	+1	+$85	$85
23	Rachor Investment Advisory Services, LLC exited	Shares	-5	-$283	$0
24	IFP Advisors, Inc exited	Shares	-50	-$2.8K	$0
25	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-74.0K	-$3.6M	$1.7M
26	CONGRESS ASSET MANAGEMENT CO exited	Shares	-85.8K	-$4.8M	$0