speb/financial-data huggingface dataset:
Holder of LCTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2497756 (value 3322015; 0.01% of shares outstanding; change -0.03)
Holder of LCTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5550504 (value 7382170; 0.02% of shares outstanding; change 0.14)
Holder of LCTX: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 93589 (value 124473; 0.00% of shares outstanding; change 0.00)
Holder of LCTX: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 92474 (value 122990; 0.00% of shares outstanding; change -0.28)
Holder of LCTX: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 129818 (value 163570; 0.00% of shares outstanding; change -0.41)
Holder of LCTX: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 221000 (value 227629; 0.00% of shares outstanding; change 0.00)
Holder of LCTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1221143 (value 1453160; 0.00% of shares outstanding; change 0.02)
Holder of LCTX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 346304 (value 412101; 0.00% of shares outstanding; change 0.05)
Holder of LCTX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 438359 (value 521647; 0.00% of shares outstanding; change 0.00)
Holder of LCTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2580258 (value 2657665; 0.01% of shares outstanding; change 0.03)
Holder of LCTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5550504 (value 5717018; 0.02% of shares outstanding; change 0.00)
Holder of LCTX: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 93589 (value 120729; 0.00% of shares outstanding; change 0.00)
Holder of LCTX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 1621430 (value 2156501; 0.01% of shares outstanding; change -0.01)
Holder of LCTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1216699 (value 1533040; 0.00% of shares outstanding; change 0.00)
Holder of LCTX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 346304 (value 436343; 0.00% of shares outstanding; change 0.00)
Holder of LCTX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 438359 (value 552332; 0.00% of shares outstanding; change 0.00)
Holder of LCTX: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-04-30: 118788 (value 149672; 0.00% of shares outstanding; change 1.00)
Holder of LCTX: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 129818 (value 133712; 0.00% of shares outstanding; change 0.00)
Holder of LCTX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 1597840 (value 2013278; 0.01% of shares outstanding; change -0.01)
Holder of LCTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1196937 (value 1232845; 0.00% of shares outstanding; change -0.02)
Holder of LCTX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 346304 (value 356693; 0.00% of shares outstanding; change 0.00)
Holder of LCTX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 438359 (value 451509; 0.00% of shares outstanding; change 0.00)
Holder of LCTX: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-05-31: 118788 (value 122351; 0.00% of shares outstanding; change 0.00)
Holder of LCTX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 1518233 (value 1563779; 0.01% of shares outstanding; change -0.05)
Holder of LCTX: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) U.S. Small Cap Eqy. 
Shares held as of 2026-06-30: 224635 (value 231374; 0.00% of shares outstanding; change 1.00)
Holder of LCUT: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 124128 (value 1105980; 0.01% of shares outstanding; change 0.00)
Holder of LCUT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 141338 (value 1208439; 0.01% of shares outstanding; change 0.00)
Holder of LCUT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 403605 (value 3450822; 0.02% of shares outstanding; change 0.00)
Holder of LCUT: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 661547 (value 5418069; 0.03% of shares outstanding; change 0.03)
Holder of LCUT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 303285 (value 2483904; 0.01% of shares outstanding; change -0.02)
Holder of LCUT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 112641 (value 922529; 0.00% of shares outstanding; change -0.10)
Holder of LCUT: Columbia Fd.s Varbl Insurance TRT-Columbia Varbl PORT. - Small Cap Val
Shares held as of 2026-03-31: 136727 (value 1187474; 0.01% of shares outstanding; change -0.02)
Holder of LCUT: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 124128 (value 1078051; 0.01% of shares outstanding; change 0.00)
Holder of LCUT: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 178000 (value 1545930; 0.01% of shares outstanding; change 0.00)
Holder of LCUT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 141338 (value 1227520; 0.01% of shares outstanding; change 0.00)
Holder of LCUT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 403605 (value 3505309; 0.02% of shares outstanding; change 0.00)
Holder of LCUT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 204120 (value 1818709; 0.01% of shares outstanding; change 0.00)
Holder of LCUT: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 686547 (value 5962660; 0.03% of shares outstanding; change 0.04)
Holder of LCUT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 303285 (value 2634030; 0.01% of shares outstanding; change 0.00)
Holder of LCUT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 72233 (value 627343; 0.00% of shares outstanding; change -0.36)
Holder of LCUT: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 192700 (value 1713103; 0.01% of shares outstanding; change 0.00)
Holder of LCUT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 228047 (value 1867704; 0.01% of shares outstanding; change 0.12)
Holder of LCUT: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 192700 (value 1582067; 0.01% of shares outstanding; change 0.00)
Holder of LCUT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 285821 (value 2482355; 0.01% of shares outstanding; change 0.25)
Holder of LCUT: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 192700 (value 1673599; 0.01% of shares outstanding; change 0.00)
Holder of LCX.V: TIFF Multi-Asset Fund
Shares held as of 2023-09-30: 35204 (value 59142; 0.00% of shares outstanding; change -0.19)
Holder of LDI: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 734377 (value 969377; 0.00% of shares outstanding; change 1.00)
Holder of LDI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1068247 (value 1410086; 0.00% of shares outstanding; change 0.10)
Holder of LDI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3375204 (value 4455269; 0.01% of shares outstanding; change 0.37)
Holder of LDI: TIAA-CREF Funds-Nuveen Equity Index Fund
Shares held as of 2026-01-31: 487805 (value 541463; 0.00% of shares outstanding; change 1.00)
Holder of LDI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 875430 (value 971727; 0.00% of shares outstanding; change 0.00)
Holder of LDI: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 1905166 (value 1924217; 0.01% of shares outstanding; change 0.21)
Holder of LDI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1077320 (value 1271237; 0.00% of shares outstanding; change 1.09)
Holder of LDI: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 1307702 (value 1320779; 0.01% of shares outstanding; change 0.78)
Holder of LDI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2226356 (value 2248619; 0.01% of shares outstanding; change 1.08)
Holder of LDI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3375204 (value 3408956; 0.01% of shares outstanding; change 0.00)
Holder of LDI: WASATCH FUNDS TRUST-Wasatch Micro Cap Fund
Shares held as of 2026-03-31: 1668652 (value 1685338; 0.01% of shares outstanding; change 0.08)
Holder of LDI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2473680 (value 3265257; 0.01% of shares outstanding; change 0.12)
Holder of LDI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 864061 (value 1140560; 0.00% of shares outstanding; change 0.12)
Holder of LDI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1073400 (value 1191474; 0.00% of shares outstanding; change 0.00)
Holder of LDI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 986441 (value 996305; 0.00% of shares outstanding; change 0.13)
Holder of LDI: TIAA-CREF Funds-Nuveen Equity Index Fund
Shares held as of 2026-04-30: 496197 (value 501158; 0.00% of shares outstanding; change 0.02)
Holder of LDI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2376978 (value 2638445; 0.01% of shares outstanding; change -0.04)
Holder of LDI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 854191 (value 948152; 0.00% of shares outstanding; change -0.01)
Holder of LDI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1048117 (value 1058598; 0.00% of shares outstanding; change -0.02)
Holder of LDI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2399556 (value 2423551; 0.01% of shares outstanding; change 0.01)
Holder of LDI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 861429 (value 870043; 0.00% of shares outstanding; change 0.01)
Holder of LDOS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3224847 (value 412135456; 0.03% of shares outstanding; change 0.02)
Holder of LDOS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1450790 (value 185410966; 0.01% of shares outstanding; change -0.05)
Holder of LDOS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4016521 (value 513311396; 0.03% of shares outstanding; change -0.01)
Holder of LDOS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1632809 (value 208672995; 0.01% of shares outstanding; change 0.00)
Holder of LDOS: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF
Shares held as of 2026-03-31: 986828 (value 105077448; 0.01% of shares outstanding; change 0.47)
Holder of LDOS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3249971 (value 364451745; 0.03% of shares outstanding; change 0.01)
Holder of LDOS: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 1364810 (value 153049792; 0.01% of shares outstanding; change -0.02)
Holder of LDOS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1457174 (value 163407491; 0.01% of shares outstanding; change 0.00)
Holder of LDOS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4012632 (value 449976550; 0.03% of shares outstanding; change 0.00)
Holder of LDOS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1638445 (value 171774567; 0.01% of shares outstanding; change 0.00)
Holder of LDOS: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-04-30: 1067187 (value 132790078; 0.01% of shares outstanding; change 0.00)
Holder of LDOS: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-04-30: 1743180 (value 212946875; 0.01% of shares outstanding; change 0.03)
Holder of LDOS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 973303 (value 124388126; 0.01% of shares outstanding; change -0.03)
Holder of LDOS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1535118 (value 187530020; 0.01% of shares outstanding; change 0.03)
Holder of LDOS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1652584 (value 173256900; 0.01% of shares outstanding; change 0.00)
Holder of LDOS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1636166 (value 183479654; 0.01% of shares outstanding; change 0.00)
Holder of LDOS: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-05-31: 1086249 (value 121811962; 0.01% of shares outstanding; change 0.02)
Holder of LDOS: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-05-31: 1444673 (value 153828785; 0.01% of shares outstanding; change -0.17)
Holder of LDOS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1549992 (value 165112900; 0.01% of shares outstanding; change 0.01)
Holder of LDOS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1683484 (value 188785894; 0.01% of shares outstanding; change 0.02)
Holder of LDOS: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-06-30: 1368202 (value 153430171; 0.01% of shares outstanding; change -0.05)
Holder of LDOS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1493666 (value 167499704; 0.01% of shares outstanding; change 0.54)
Holder of LDOS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1520323 (value 170489020; 0.01% of shares outstanding; change -0.02)
Holder of LDP: -Prospera Income ETF
Shares held as of 2026-03-31: 500 (value 10295; 0.00% of shares outstanding; change 1.00)
Holder of LDP: Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF
Shares held as of 2026-03-31: 132703 (value 2732354; 0.00% of shares outstanding; change 0.21)
Holder of LDP: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 356323 (value 7343817; 0.01% of shares outstanding; change 0.31)
Holder of LDP: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 346223 (value 7274145; 0.01% of shares outstanding; change -0.03)
Holder of LDP: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 345458 (value 7112980; 0.01% of shares outstanding; change 0.00)
Holder of LDS.DE: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 372863 (value 68233929; 0.01% of shares outstanding; change 0.24)
Holder of LDS.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 380009 (value 69541647; 0.01% of shares outstanding; change 0.03)
Holder of LDS.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 785371 (value 143722893; 0.02% of shares outstanding; change 0.01)
Holder of LDS.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1080921 (value 197808543; 0.03% of shares outstanding; change -0.01)
Holder of LDS.DE: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 780000 (value 142740000; 0.02% of shares outstanding; change -0.04)
Holder of LDS.DE: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2026-03-31: 472732 (value 86509956; 0.01% of shares outstanding; change -0.06)
Holder of LDS.DE: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 742891 (value 135949053; 0.02% of shares outstanding; change 0.03)
Holder of LDS.DE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 692521 (value 126731343; 0.02% of shares outstanding; change 0.00)
Holder of LDS.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1155404 (value 211438932; 0.03% of shares outstanding; change 0.00)
Holder of LDS.DE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 261038 (value 47769954; 0.01% of shares outstanding; change 0.02)
Holder of LE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 123562 (value 1451853; 0.00% of shares outstanding; change 0.00)
Holder of LE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 353386 (value 4152285; 0.01% of shares outstanding; change 0.00)
Holder of LE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 116131 (value 1237956; 0.00% of shares outstanding; change 0.00)
Holder of LE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 130901 (value 1467400; 0.00% of shares outstanding; change 0.00)
Holder of LE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 127548 (value 1429813; 0.00% of shares outstanding; change -0.20)
Holder of LE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 162701 (value 1823878; 0.01% of shares outstanding; change -0.10)
Holder of LE: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 147948 (value 1658497; 0.00% of shares outstanding; change -0.09)
Holder of LE: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 123974 (value 1456694; 0.00% of shares outstanding; change 0.10)
Holder of LE: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 297200 (value 3492100; 0.01% of shares outstanding; change 0.00)
Holder of LE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 130808 (value 1536994; 0.00% of shares outstanding; change 0.06)
Holder of LE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 353386 (value 4152285; 0.01% of shares outstanding; change 0.00)
Holder of LE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 223052 (value 2620861; 0.01% of shares outstanding; change -0.06)
Holder of LE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 417047 (value 4445720; 0.01% of shares outstanding; change -0.03)
Holder of LE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 126748 (value 1489289; 0.00% of shares outstanding; change -0.03)
Holder of LE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 127618 (value 1499511; 0.00% of shares outstanding; change 0.00)
Holder of LE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 150337 (value 1766459; 0.00% of shares outstanding; change -0.08)
Holder of LE: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 139663 (value 1641040; 0.00% of shares outstanding; change -0.06)
Holder of LE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 214426 (value 2403715; 0.01% of shares outstanding; change -0.04)
Holder of LE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 437790 (value 4907625; 0.01% of shares outstanding; change 0.05)
Holder of LE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 216440 (value 2543170; 0.01% of shares outstanding; change 0.01)
Holder of LE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 461808 (value 5426244; 0.02% of shares outstanding; change 0.05)
Holder of LEA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 558120 (value 79878131; 0.01% of shares outstanding; change -0.02)
Holder of LEA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1177574 (value 168534385; 0.02% of shares outstanding; change -0.07)
Holder of LEA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 758933 (value 108618487; 0.02% of shares outstanding; change -0.06)
Holder of LEA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1611514 (value 230639875; 0.03% of shares outstanding; change -0.04)
Holder of LEA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 688466 (value 96874055; 0.01% of shares outstanding; change 0.00)
Holder of LEA: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-01-31: 545377 (value 76740001; 0.01% of shares outstanding; change 0.00)
Holder of LEA: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 1381940 (value 194452786; 0.03% of shares outstanding; change 0.00)
Holder of LEA: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 1049770 (value 150746978; 0.02% of shares outstanding; change -0.11)
Holder of LEA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 565991 (value 81276311; 0.01% of shares outstanding; change 0.01)
Holder of LEA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1169660 (value 167963183; 0.02% of shares outstanding; change -0.01)
Holder of LEA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 744850 (value 106960464; 0.01% of shares outstanding; change -0.02)
Holder of LEA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1603763 (value 230300376; 0.03% of shares outstanding; change 0.00)
Holder of LEA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1682959 (value 238138698; 0.03% of shares outstanding; change 0.07)
Holder of LEA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 688466 (value 98863721; 0.01% of shares outstanding; change 0.00)
Holder of LEA: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-04-30: 545377 (value 78316140; 0.01% of shares outstanding; change 0.00)
Holder of LEA: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 1334702 (value 191663215; 0.03% of shares outstanding; change -0.03)
Holder of LEA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1713441 (value 241098294; 0.03% of shares outstanding; change 0.02)
Holder of LEA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1692825 (value 238197417; 0.03% of shares outstanding; change 0.01)
Holder of LEA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1720863 (value 247115937; 0.03% of shares outstanding; change 0.00)
Holder of LEA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1639553 (value 235439820; 0.03% of shares outstanding; change -0.03)
Holder of LECO: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2025-12-31: 545567 (value 141023608; 0.01% of shares outstanding; change 0.24)
Holder of LECO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 592752 (value 153220458; 0.01% of shares outstanding; change 0.00)
Holder of LECO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 704208 (value 182030719; 0.01% of shares outstanding; change -0.04)
Holder of LECO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1248681 (value 322771539; 0.02% of shares outstanding; change -0.05)
Holder of LECO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1718036 (value 444095108; 0.03% of shares outstanding; change -0.01)
Holder of LECO: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2025-12-31: 1203000 (value 310963458; 0.02% of shares outstanding; change -0.09)
Holder of LECO: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 563517 (value 145528265; 0.01% of shares outstanding; change -0.08)
Holder of LECO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 614107 (value 154429488; 0.01% of shares outstanding; change 0.04)
Holder of LECO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 707078 (value 177808905; 0.01% of shares outstanding; change 0.00)
Holder of LECO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1263718 (value 317787167; 0.02% of shares outstanding; change 0.01)
Holder of LECO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1738699 (value 437230639; 0.03% of shares outstanding; change 0.01)
Holder of LECO: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 1045000 (value 262786151; 0.02% of shares outstanding; change -0.13)
Holder of LECO: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-04-30: 395575 (value 102157243; 0.01% of shares outstanding; change 0.03)
Holder of LECO: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 563517 (value 154826295; 0.01% of shares outstanding; change 0.00)
Holder of LECO: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 416301 (value 107509733; 0.01% of shares outstanding; change 0.00)
Holder of LECO: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 436725 (value 112784231; 0.01% of shares outstanding; change -0.02)
Holder of LECO: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1858661 (value 510667109; 0.03% of shares outstanding; change 0.02)
Holder of LECO: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 403653 (value 102017241; 0.01% of shares outstanding; change 0.02)
Holder of LECO: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 563517 (value 141707620; 0.01% of shares outstanding; change 0.00)
Holder of LECO: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 412240 (value 103488726; 0.01% of shares outstanding; change -0.01)
Holder of LECO: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 436025 (value 109459713; 0.01% of shares outstanding; change 0.00)
Holder of LECO: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1866670 (value 469411507; 0.03% of shares outstanding; change 0.00)
Holder of LECO: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 419320 (value 105446400; 0.01% of shares outstanding; change 0.04)
Holder of LECO: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 421530 (value 106002149; 0.01% of shares outstanding; change 0.02)
Holder of LECO: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 434093 (value 109161367; 0.01% of shares outstanding; change 0.00)
Holder of LEDS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 9480 (value 17443; 0.00% of shares outstanding; change 0.00)
Holder of LEDS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9480 (value 17348; 0.00% of shares outstanding; change 0.00)
Holder of LEDS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9480 (value 20382; 0.00% of shares outstanding; change 0.00)
Holder of LEE: Gabelli 787 Fund, Inc.-Enterprise Mergers and Acquisitions Fund
Shares held as of 2025-12-31: 22000 (value 227919; 0.00% of shares outstanding; change -0.02)
Holder of LEE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 47667 (value 520046; 0.00% of shares outstanding; change 0.00)
Holder of LEE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 155312 (value 1694453; 0.00% of shares outstanding; change 0.00)
Holder of LEE: EQ Advisors Trust-1290 VT GAMCO Mergers & Acquisitions Portfolio
Shares held as of 2026-03-31: 84400 (value 630467; 0.00% of shares outstanding; change -0.06)
Holder of LEE: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 218400 (value 1631447; 0.00% of shares outstanding; change -0.02)
Holder of LEE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 44282 (value 458761; 0.00% of shares outstanding; change 0.97)
Holder of LEE: GAMCO Global Series Funds, Inc-Gabelli Global Mini Mites Fund
Shares held as of 2026-03-31: 24000 (value 215280; 0.00% of shares outstanding; change -0.03)
Holder of LEE: Gabelli 787 Fund, Inc.-Enterprise Mergers and Acquisitions Fund
Shares held as of 2026-03-31: 25700 (value 230529; 0.00% of shares outstanding; change 0.17)
Holder of LEE: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 62900 (value 564213; 0.00% of shares outstanding; change 0.05)
Holder of LEE: Gabelli Investor Funds Inc-The Gabelli ABC Fund
Shares held as of 2026-03-31: 52299 (value 469122; 0.00% of shares outstanding; change -0.17)
Holder of LEE: Gabelli Multimedia Trust Inc.
Shares held as of 2026-03-31: 39300 (value 352521; 0.00% of shares outstanding; change -0.06)
Holder of LEE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 90254 (value 674197; 0.00% of shares outstanding; change 0.89)
Holder of LEE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 155312 (value 1160180; 0.00% of shares outstanding; change 0.00)
Holder of LEE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 44121 (value 395765; 0.00% of shares outstanding; change 0.00)
Holder of LEE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 42426 (value 316922; 0.00% of shares outstanding; change -0.04)
Holder of LEE: GAMCO Global Series Funds, Inc-Gabelli Global Mini Mites Fund
Shares held as of 2026-06-30: 24000 (value 179279; 0.00% of shares outstanding; change 0.00)
Holder of LEE: Gabelli 787 Fund, Inc.-Enterprise Mergers and Acquisitions Fund
Shares held as of 2026-06-30: 25700 (value 191978; 0.00% of shares outstanding; change 0.00)
Holder of LEE: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 62900 (value 469862; 0.00% of shares outstanding; change 0.00)
Holder of LEE: Gabelli Investor Funds Inc-The Gabelli ABC Fund
Shares held as of 2026-06-30: 52299 (value 390673; 0.00% of shares outstanding; change 0.00)
Holder of LEE: Gabelli Multimedia Trust Inc.
Shares held as of 2026-06-30: 39300 (value 293570; 0.00% of shares outstanding; change 0.00)
Holder of LEG: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 2102635 (value 21594062; 0.02% of shares outstanding; change 0.13)
Holder of LEG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1453445 (value 14926880; 0.01% of shares outstanding; change 0.01)
Holder of LEG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2910335 (value 29889141; 0.02% of shares outstanding; change -0.05)
Holder of LEG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1882592 (value 19334220; 0.01% of shares outstanding; change -0.03)
Holder of LEG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4038589 (value 41476310; 0.03% of shares outstanding; change 0.00)
Holder of LEG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1306158 (value 13923644; 0.01% of shares outstanding; change 0.01)
Holder of LEG: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 1384510 (value 15451131; 0.01% of shares outstanding; change 0.24)
Holder of LEG: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 2256069 (value 25177729; 0.02% of shares outstanding; change 0.07)
Holder of LEG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1511968 (value 16873562; 0.01% of shares outstanding; change 0.04)
Holder of LEG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2977809 (value 33232347; 0.02% of shares outstanding; change 0.02)
Holder of LEG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1895797 (value 21157094; 0.01% of shares outstanding; change 0.01)
Holder of LEG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4038589 (value 45070652; 0.03% of shares outstanding; change 0.00)
Holder of LEG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3274352 (value 33627596; 0.02% of shares outstanding; change 0.01)
Holder of LEG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1253347 (value 12871874; 0.01% of shares outstanding; change 0.00)
Holder of LEG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1320069 (value 14731969; 0.01% of shares outstanding; change 0.01)
Holder of LEG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 8259560 (value 88046908; 0.06% of shares outstanding; change 0.02)
Holder of LEG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3146324 (value 33539813; 0.02% of shares outstanding; change -0.04)
Holder of LEG: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 1267714 (value 13513831; 0.01% of shares outstanding; change -0.04)
Holder of LEG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 8208305 (value 91604682; 0.06% of shares outstanding; change -0.01)
Holder of LEG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3176216 (value 35446570; 0.02% of shares outstanding; change 0.01)
Holder of LEG: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 1301361 (value 14523188; 0.01% of shares outstanding; change 0.03)
Holder of LEG.DE: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 539296 (value 29391632; 0.01% of shares outstanding; change 0.06)
Holder of LEG.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 713964 (value 38911038; 0.01% of shares outstanding; change 0.03)
Holder of LEG.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 402018 (value 21909981; 0.01% of shares outstanding; change 0.00)
Holder of LEG.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-01-31: 261744 (value 14265048; 0.00% of shares outstanding; change -0.04)
Holder of LEG.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1095085 (value 59682132; 0.01% of shares outstanding; change 0.01)
Holder of LEG.DE: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 642977 (value 33145463; 0.01% of shares outstanding; change 0.19)
Holder of LEG.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 277704 (value 15134868; 0.00% of shares outstanding; change 0.01)
Holder of LEG.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-03-31: 594656 (value 32408752; 0.01% of shares outstanding; change 0.00)
Holder of LEG.DE: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2026-03-31: 358093 (value 18459693; 0.00% of shares outstanding; change 0.17)
Holder of LEG.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 733034 (value 37787902; 0.01% of shares outstanding; change 0.03)
Holder of LEG.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 402018 (value 20724027; 0.01% of shares outstanding; change 0.00)
Holder of LEG.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-04-30: 267059 (value 13766891; 0.00% of shares outstanding; change 0.02)
Holder of LEG.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1104146 (value 56918725; 0.01% of shares outstanding; change 0.01)
Holder of LEG.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 540623 (value 29463953; 0.01% of shares outstanding; change 0.02)
Holder of LEG.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 262643 (value 14314043; 0.00% of shares outstanding; change 0.00)
Holder of LEG.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 283618 (value 14620507; 0.00% of shares outstanding; change 0.01)
Holder of LEG.DE: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 648386 (value 33424297; 0.01% of shares outstanding; change 0.00)
Holder of LEG.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 559089 (value 28821037; 0.01% of shares outstanding; change 0.05)
Holder of LEG.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 295735 (value 15245139; 0.00% of shares outstanding; change 1.00)
Holder of LEGH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 98580 (value 2366905; 0.00% of shares outstanding; change -0.12)
Holder of LEGH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 262223 (value 6295974; 0.01% of shares outstanding; change 0.47)
Holder of LEGH: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 301886 (value 7362999; 0.01% of shares outstanding; change 0.03)
Holder of LEGH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 260789 (value 6360643; 0.01% of shares outstanding; change 0.05)
Holder of LEGH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 117318 (value 2861385; 0.00% of shares outstanding; change 0.00)
Holder of LEGH: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 99884 (value 2436170; 0.00% of shares outstanding; change 0.01)
Holder of LEGH: AMG Funds-AMG Yacktman Focused Fund
Shares held as of 2026-03-31: 445000 (value 11788049; 0.02% of shares outstanding; change 1.00)
Holder of LEGH: Gabelli Eqy. Series Fd.s Inc-The Gabelli Global Financial Services Fd.
Shares held as of 2026-03-31: 145096 (value 3538891; 0.01% of shares outstanding; change 0.12)
Holder of LEGH: ROYCE FUND-Royce Micro-Cap Fund
Shares held as of 2026-03-31: 101199 (value 2680761; 0.00% of shares outstanding; change 0.00)
Holder of LEGH: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 194097 (value 5141629; 0.01% of shares outstanding; change 0.05)
Holder of LEGH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 262223 (value 6946287; 0.01% of shares outstanding; change 0.00)
Holder of LEGH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 184224 (value 4423218; 0.01% of shares outstanding; change 0.02)
Holder of LEGH: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 312786 (value 8285701; 0.01% of shares outstanding; change 0.04)
Holder of LEGH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 290766 (value 7702391; 0.01% of shares outstanding; change 0.11)
Holder of LEGH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 117858 (value 3122058; 0.01% of shares outstanding; change 0.00)
Holder of LEGH: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 102380 (value 2712046; 0.00% of shares outstanding; change 0.03)
Holder of LEGH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 176960 (value 4316054; 0.01% of shares outstanding; change -0.04)
Holder of LEGH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 178656 (value 4732597; 0.01% of shares outstanding; change 0.01)
Holder of LEGH: Gabelli Eqy. Series Fd.s Inc-The Gabelli Global Financial Services Fd.
Shares held as of 2026-06-30: 147096 (value 3896573; 0.01% of shares outstanding; change 0.01)
Holder of LEGN: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2025-12-31: 1431575 (value 38881576; 0.01% of shares outstanding; change -0.09)
Holder of LEGN: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2026-03-31: 1431575 (value 31809595; 0.01% of shares outstanding; change 0.00)
Holder of LEGN: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-03-31: 1280000 (value 34764799; 0.01% of shares outstanding; change -0.09)
Holder of LEGN: Fidelity Central Investment PORT.s LLC-Fidelity U.S. Eqy. Central Fd.
Shares held as of 2026-03-31: 850000 (value 24939000; 0.00% of shares outstanding; change 0.03)
Holder of LEGN: Fidelity Contrafund-Fidelity Advisor New Insights Fund
Shares held as of 2026-03-31: 1273371 (value 34584756; 0.01% of shares outstanding; change 0.00)
Holder of LEGN: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 1468580 (value 47905078; 0.01% of shares outstanding; change 10.47)
Holder of LEGN: Fidelity Securities Fund-Fidelity OTC Portfolio
Shares held as of 2026-03-31: 4683810 (value 127212278; 0.03% of shares outstanding; change 0.00)
Holder of LEGN: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 2600000 (value 70615999; 0.01% of shares outstanding; change -0.07)
Holder of LEGN: Fidelity Select Portfolios-Select Pharmaceuticals Portfolio
Shares held as of 2026-03-31: 2522300 (value 68505667; 0.01% of shares outstanding; change -0.03)
Holder of LEGN: Variable Insurance Products Fund II-VIP Contrafund Portfolio
Shares held as of 2026-03-31: 2140486 (value 58135599; 0.01% of shares outstanding; change 0.00)
Holder of LEGN: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 983928 (value 26723484; 0.01% of shares outstanding; change -0.05)
Holder of LEGN: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-04-30: 1160000 (value 34034400; 0.01% of shares outstanding; change -0.09)
Holder of LEGN: Fidelity Investment Trust-Fidelity Emerging Markets Fund
Shares held as of 2026-04-30: 1088900 (value 31948326; 0.01% of shares outstanding; change 1.00)
Holder of LEGN: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1352980 (value 39696433; 0.01% of shares outstanding; change -0.08)
Holder of LEGN: Fidelity Securities Fund-Fidelity OTC Portfolio
Shares held as of 2026-04-30: 3709610 (value 108839957; 0.02% of shares outstanding; change -0.21)
Holder of LEGN: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 2280000 (value 66895200; 0.01% of shares outstanding; change -0.12)
Holder of LEGN: Fidelity Select Portfolios-Select Pharmaceuticals Portfolio
Shares held as of 2026-04-30: 2522300 (value 74004282; 0.01% of shares outstanding; change 0.00)
Holder of LEGN: HARBOR FUNDS-Harbor Small Cap Growth Fund
Shares held as of 2026-04-30: 1030811 (value 22904619; 0.01% of shares outstanding; change 0.36)
Holder of LEGN: Variable Insurance Products Fund II-VIP Contrafund Portfolio
Shares held as of 2026-04-30: 1855400 (value 54437436; 0.01% of shares outstanding; change -0.13)
Holder of LEGN: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 978705 (value 28715204; 0.01% of shares outstanding; change -0.01)
Holder of LEGN: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-05-31: 1000000 (value 22219999; 0.01% of shares outstanding; change -0.14)
Holder of LEGN: Fidelity Investment Trust-Fidelity Emerging Markets Fund
Shares held as of 2026-05-31: 1729100 (value 38420600; 0.01% of shares outstanding; change 0.59)
Holder of LEGN: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1142080 (value 25377016; 0.01% of shares outstanding; change -0.16)
Holder of LEGN: Fidelity Securities Fund-Fidelity OTC Portfolio
Shares held as of 2026-05-31: 3709610 (value 82427531; 0.02% of shares outstanding; change 0.00)
Holder of LEGN: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 2000000 (value 44439998; 0.01% of shares outstanding; change -0.12)
Holder of LEGN: Fidelity Select Portfolios-Select Pharmaceuticals Portfolio
Shares held as of 2026-05-31: 2504500 (value 55649988; 0.01% of shares outstanding; change -0.01)
Holder of LEGN: Variable Insurance Products Fund II-VIP Contrafund Portfolio
Shares held as of 2026-05-31: 1814400 (value 40315966; 0.01% of shares outstanding; change -0.02)
Holder of LEGN: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 973797 (value 21637768; 0.01% of shares outstanding; change -0.01)
Holder of LEGO: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 150256 (value 1498052; 0.00% of shares outstanding; change 1.00)
Holder of LEGO: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 23823 (value 237515; 0.00% of shares outstanding; change 1.00)
Holder of LEGT: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 117246 (value 1245152; 0.01% of shares outstanding; change 0.00)
Holder of LEGT: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 1183566 (value 13125747; 0.05% of shares outstanding; change -0.26)
Holder of LEGT: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 25813 (value 274134; 0.00% of shares outstanding; change 0.00)
Holder of LEGT: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 5402 (value 59908; 0.00% of shares outstanding; change 0.00)
Holder of LEGT: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 451946 (value 4799666; 0.02% of shares outstanding; change 0.00)
Holder of LEGT: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 66874 (value 710201; 0.00% of shares outstanding; change 0.00)
Holder of LEGT: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 18096 (value 172273; 0.00% of shares outstanding; change 0.00)
Holder of LEGT: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 1181914 (value 11251821; 0.05% of shares outstanding; change 0.00)