Legacy Education Inc (LGCY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Holos Integrated Wealth LLC

UNCHANGED

Shares852,550 from 852,550

Change0 (0%)

Value$8.7M (-$878.1K)

Filed 2026-10-23

Essex Investment Management Co LLC

DECREASED

Shares320,990 from 329,894

Change-8,904 (-3%)

Value$3.1M (-$775.6K)

Filed 2026-10-19

Dimensional Fund Advisors LP

INCREASED

Shares61,778 from 58,950

Change+2,828 (+5%)

Value$597.2K (-$96.4K)

Filed 2026-11-04

Paradigm, Strategies in Wealth Management, LLC

DECREASED

Shares40,900 from 40,933

Change-33 (0%)

Value$395.5K (-$85.9K)

Filed 2026-10-16

Orin Green Financial, LLC

UNCHANGED

Shares13,180 from 13,180

Change0 (0%)

Value$127.5K (-$27.5K)

Filed 2026-10-19

Jefferies Financial Group Inc.

NEW

Shares10,000

Change+10,000

Value$96.7K

Filed 2026-11-05

IFP Advisors, Inc

DECREASED

Shares7,325 from 8,600

Change-1,275 (-15%)

Value$70.8K (-$30.3K)

Filed 2026-10-16

Avanza Fonder AB

UNCHANGED

Shares7,098 from 7,098

Change0 (0%)

Value$68.6K (-$14.8K)

Filed 2026-10-13

Lanark Financial, Inc.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$4.8K (-$1.0K)

Filed 2026-10-26

Fortitude Family Office, LLC

NEW

Shares129

Change+129

Value$1.2K

Filed 2026-10-14

SJS Investment Consulting Inc.

UNCHANGED

Shares49 from 49

Change0 (0%)

Value$474 (-$103)

Filed 2026-10-26

MCF Advisors LLC

CLOSED

Shares0 from 82

Change-82 (-100%)

Value$0 (-$965)

Filed 2026-10-28

Royce & Associates LP

N/A

Shares— from 896,387

Change-896,387 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 602,745

Change-602,745 (-100%)

Value—

Bard Associates Inc

N/A

Shares— from 444,279

Change-444,279 (-100%)

Value—

Mink Brook Asset Management LLC

N/A

Shares— from 389,498

Change-389,498 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 379,324

Change-379,324 (-100%)

Value—

Truffle Hound Capital, LLC

N/A

Shares— from 350,000

Change-350,000 (-100%)

Value—

Polar Asset Management Partners Inc.

N/A

Shares— from 255,677

Change-255,677 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 186,092

Change-186,092 (-100%)

Value—

White Pine Capital LLC

N/A

Shares— from 139,596

Change-139,596 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 118,906

Change-118,906 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 117,583

Change-117,583 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 110,216

Change-110,216 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 100,225

Change-100,225 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 92,804

Change-92,804 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 90,500

Change-90,500 (-100%)

Value—

Next Century Growth Investors LLC

N/A

Shares— from 61,479

Change-61,479 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 53,678

Change-53,678 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 51,004

Change-51,004 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 49,969

Change-49,969 (-100%)

Value—

Manatuck Hill Partners, LLC

N/A

Shares— from 44,600

Change-44,600 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 42,667

Change-42,667 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 40,981

Change-40,981 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 40,980

Change-40,980 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 40,800

Change-40,800 (-100%)

Value—

State Street Corp

N/A

Shares— from 33,773

Change-33,773 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 30,974

Change-30,974 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 30,378

Change-30,378 (-100%)

Value—

Corsair Capital Management, L.P.

N/A

Shares— from 29,939

Change-29,939 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 20,091

Change-20,091 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 19,735

Change-19,735 (-100%)

Value—

Boston Partners

N/A

Shares— from 18,980

Change-18,980 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 17,700

Change-17,700 (-100%)

Value—

UBS Group AG

N/A

Shares— from 17,015

Change-17,015 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 4,448

Change-4,448 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 551

Change-551 (-100%)

Value—

FMR LLC

N/A

Shares— from 384

Change-384 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 352

Change-352 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 300

Change-300 (-100%)

Value—

Barclays PLC

N/A

Shares— from 58

Change-58 (-100%)

Value—

	Status
Holos Integrated Wealth LLC	UNCHANGED	852,550	852,550	0	0%	$9.6M	$8.7M	-$878.1K	2026-10-23
Essex Investment Management Co LLC	DECREASED	320,990	329,894	-8,904	-3%	$3.9M	$3.1M	-$775.6K	2026-10-19
Dimensional Fund Advisors LP	INCREASED	61,778	58,950	+2,828	+5%	$693.5K	$597.2K	-$96.4K	2026-11-04
Paradigm, Strategies in Wealth Management, LLC	DECREASED	40,900	40,933	-33	0%	$481.4K	$395.5K	-$85.9K	2026-10-16
Orin Green Financial, LLC	UNCHANGED	13,180	13,180	0	0%	$155.0K	$127.5K	-$27.5K	2026-10-19
Jefferies Financial Group Inc.	NEW	10,000	—	+10,000	—	—	$96.7K	—	2026-11-05
IFP Advisors, Inc	DECREASED	7,325	8,600	-1,275	-15%	$101.1K	$70.8K	-$30.3K	2026-10-16
Avanza Fonder AB	UNCHANGED	7,098	7,098	0	0%	$83.5K	$68.6K	-$14.8K	2026-10-13
Lanark Financial, Inc.	UNCHANGED	500	500	0	0%	$5.9K	$4.8K	-$1.0K	2026-10-26
Fortitude Family Office, LLC	NEW	129	—	+129	—	—	$1.2K	—	2026-10-14
SJS Investment Consulting Inc.	UNCHANGED	49	49	0	0%	$577	$474	-$103	2026-10-26
MCF Advisors LLC	CLOSED	0	82	-82	-100%	$965	$0	-$965	2026-10-28
Royce & Associates LP	N/A	—	896,387	-896,387	-100%	$10.5M	—	—	—
Kennedy Capital Management LLC	N/A	—	602,745	-602,745	-100%	$7.1M	—	—	—
Bard Associates Inc	N/A	—	444,279	-444,279	-100%	$5.2M	—	—	—
Mink Brook Asset Management LLC	N/A	—	389,498	-389,498	-100%	$4.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	379,324	-379,324	-100%	$4.5M	—	—	—
Truffle Hound Capital, LLC	N/A	—	350,000	-350,000	-100%	$4.1M	—	—	—
Polar Asset Management Partners Inc.	N/A	—	255,677	-255,677	-100%	$3.0M	—	—	—
Russell Investments Group, Ltd.	N/A	—	186,092	-186,092	-100%	$2.2M	—	—	—
White Pine Capital LLC	N/A	—	139,596	-139,596	-100%	$1.6M	—	—	—
Bank of Montreal	N/A	—	118,906	-118,906	-100%	$1.4M	—	—	—
SEI Investments Co	N/A	—	117,583	-117,583	-100%	$1.4M	—	—	—
Legato Capital Management LLC	N/A	—	110,216	-110,216	-100%	$1.3M	—	—	—
Ancora Advisors LLCA	N/A	—	100,225	-100,225	-100%	$1.2M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	100,000	-100,000	-100%	$1.2M	—	—	—
Geode Capital Management, LLC	N/A	—	92,804	-92,804	-100%	$1.1M	—	—	—
Renaissance Technologies LLC	N/A	—	90,500	-90,500	-100%	$1.1M	—	—	—
Next Century Growth Investors LLC	N/A	—	61,479	-61,479	-100%	$723.0K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	53,678	-53,678	-100%	$631.3K	—	—	—
BlackRock, Inc.	N/A	—	51,004	-51,004	-100%	$599.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	49,969	-49,969	-100%	$587.6K	—	—	—
Manatuck Hill Partners, LLC	N/A	—	44,600	-44,600	-100%	$524.5K	—	—	—
Morgan Stanley	N/A	—	42,667	-42,667	-100%	$501.8K	—	—	—
Citadel Advisors LLC	N/A	—	40,981	-40,981	-100%	$481.9K	—	—	—
LPL Financial LLC	N/A	—	40,980	-40,980	-100%	$481.9K	—	—	—
Millennium Management LLC	N/A	—	40,800	-40,800	-100%	$479.8K	—	—	—
State Street Corp	N/A	—	33,773	-33,773	-100%	$397.2K	—	—	—
Goldman Sachs Group Inc	N/A	—	30,974	-30,974	-100%	$364.3K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	30,378	-30,378	-100%	$357.2K	—	—	—
Corsair Capital Management, L.P.	N/A	—	29,939	-29,939	-100%	$352.1K	—	—	—
Integrated Quantitative Investments LLC	N/A	—	20,091	-20,091	-100%	$236.3K	—	—	—
Northern Trust Corp	N/A	—	19,735	-19,735	-100%	$232.1K	—	—	—
Boston Partners	N/A	—	18,980	-18,980	-100%	$223.2K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	17,700	-17,700	-100%	$208.2K	—	—	—
UBS Group AG	N/A	—	17,015	-17,015	-100%	$200.1K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	4,448	-4,448	-100%	$52.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	551	-551	-100%	$6.5K	—	—	—
FMR LLC	N/A	—	384	-384	-100%	$4.5K	—	—	—
Federated Hermes, Inc.	N/A	—	352	-352	-100%	$4.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	300	-300	-100%	$3.5K	—	—	—
Barclays PLC	N/A	—	58	-58	-100%	$682	—	—	—

Showing 52 of 52 institutions