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Business Summary
Filings
Ownership
Valuation
Ownership — LGCY
Institutional Holdings
Insider Transactions
US Institutional Ownership
43.6%
Institution
Shares
Value
Ownership %
Change
Filing Date
ROYCE & ASSOCIATES LP
896.4K
$10.0M
7.09%
+65.9K
2026-06-30
Holos Integrated Wealth LLC
852.5K
$9.0M
6.75%
--
2026-06-30
BARD ASSOCIATES INC
444.3K
$5.0M
3.52%
-4.2K
2026-06-30
Mink Brook Asset Management LLC
389.5K
$4.0M
3.08%
+136.7K
2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC
379.3K
$4.0M
3.00%
+3.0K
2026-06-30
Truffle Hound Capital, LLC
350.0K
$4.0M
2.77%
--
2026-06-30
ESSEX INVESTMENT MANAGEMENT CO LLC
329.9K
$3.0M
2.61%
+186.5K
2026-06-30
Polar Asset Management Partners Inc.
255.7K
$3.0M
2.02%
+230.7K
2026-06-30
Russell Investments Group, Ltd.
186.1K
$2.0M
1.47%
-12.0K
2026-06-30
WHITE PINE CAPITAL LLC
139.6K
$1.0M
1.10%
+49.5K
2026-06-30
BANK OF MONTREAL /CAN/
118.9K
$1.0M
0.94%
--
2026-06-30
SEI INVESTMENTS CO
117.6K
$1.0M
0.93%
-142.4K
2026-06-30
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
100.0K
$1.0M
0.79%
-85.0K
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
92.8K
$1.0M
0.73%
+776
2026-06-30
RENAISSANCE TECHNOLOGIES LLC
90.5K
$1.0M
0.72%
+18.5K
2026-06-30
NEXT CENTURY GROWTH INVESTORS LLC
61.5K
--
0.49%
--
2026-06-30
Integrated Wealth Concepts LLC
60.8K
--
0.48%
+30.4K
2026-06-30
DIMENSIONAL FUND ADVISORS LP
59.0K
--
0.47%
+34.2K
2026-06-30
VANGUARD FIDUCIARY TRUST CO
53.7K
--
0.42%
+351
2026-06-30
BlackRock, Inc.
51.0K
--
0.40%
+8.5K
2026-06-30
Manatuck Hill Partners, LLC
44.6K
--
0.35%
--
2026-06-30
MORGAN STANLEY
42.7K
--
0.34%
+37.6K
2026-06-30
CITADEL ADVISORS LLC
41.0K
--
0.32%
-15.3K
2026-06-30
LPL Financial LLC
41.0K
--
0.32%
+14.1K
2026-06-30
Paradigm, Strategies in Wealth Management, LLC
40.9K
--
0.32%
--
2026-06-30
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