CUSIP: 52603B107 | NYSE | Financial Services · Financial Conglomerates | Small Cap | 920 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13G/AJennison Associates LLC | 0 | 0.0% | No shares held | Sep 30, 2026 | 92d ahead of 13F (1,012,126 sh) · −1,012,126 |
| 13G/ARichard Balot with Lebda Family Holdings, LLC, Marion Brent Beason, Megan Greuling, +1 more | 1,380,500 | 9.8% | New 5%+ stake | Jun 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 298,593 | $7.3M | 0.0% | Index | Low | Austin, TX | 2026-11-04 | |
| 134,091 | $3.3M | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 72,364 | $1.8M | 0.0% | Growth | Medium | Helsinki, Hungary | 2026-11-05 | |
| 65,350 | $1.6K | 0.0% | Value | High | Chicago, IL | 2026-10-22 | |
| 45,652 | $1.1M | 0.0% | Value | Very High | Hong Kong, South Korea | 2026-10-16 | |
| 41,718 | $1.0M | 0.0% | Growth | High | Senningerberg, Netherlands | 2026-10-15 | |
| 36,300 | $886.8K | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 28,981 | $708.0K | 0.1% | Core | Medium | Galveston, TX | 2026-10-06 | |
| 20,189 | $493.2K | 0.3% | Deep Value | High | Stamford, CT | 2026-10-19 | |
| 14,677 | $358.6K | 0.0% | Deep Value | Very High | San Diego, CA | 2026-10-16 | |
| 10,508 | $258.0K | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 9,325 | $227.8K | 0.0% | Value | High | Cheyenne, WY | 2026-10-28 | |
| 9,323 | $227 | 0.0% | Core | Very Low | Juneau, AK | 2026-10-15 | |
| 5,942 | $145.2K | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 4,609 | $112 | 0.0% | Core | Low | Frankfurt, Hong Kong | 2026-10-27 | |
| 2,790 | $68.2K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 1,743 | $42.6K | 0.0% | Index | Very Low | Tokyo, Mexico | 2026-10-27 | |
| 1,059 | $25.9K | 0.0% | Core | Low | Keene, NH | 2026-10-27 | |
| 953 | $23.3K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 659 | $16.1K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 | |
| 437 | $10.7K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 400 | $9.8K | 0.0% | Core | Medium | Columbus, OH | 2026-10-30 | |
| 380 | $9.3K | 0.0% | GARP | Low | Phoenix, AZ | 2026-10-02 | |
| 326 | $8 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 | |
| 279 | $6.8K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 | |
| 187 | $4.6K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 186 | $4.5K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 | |
| 186 | $4.5K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 171 | $4.2K | 0.0% | Core | Very Low | Brattleboro, VT | 2026-10-21 | |
| 100 | $2.4K | 0.0% | ETF | Low | Princeton, NJ | 2026-10-19 | |
| 100 | $2.4K | 0.0% | ETF | Low | Hunt Valley, MD | 2026-10-23 | |
| 98 | $2.4K | 0.0% | ETF | Medium | San Diego, CA | 2026-10-29 | |
| 79 | $1.9K | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 | |
| 74 | $1.8K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 | |
| 70 | $1.7K | 0.0% | Index | Low | Greenwood Village, CO | 2026-10-20 | |
| 66 | $1.6K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 | |
| 59 | $1.4K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 42 | $1.0K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 41 | $1.0K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 40 | $977 | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 37 | $904 | 0.0% | ETF | Low | New York, NY | 2026-10-28 | |
| 36 | $879 | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 | |
| 28 | $685 | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 | |
| 22 | $537 | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 | |
| 19 | $464 | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 | |
| 16 | $390 | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 | |
| 9 | $220 | 0.0% | ETF | Medium | Chicago, IL | 2026-10-14 | |
| 8 | $196 | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 | |
| 7 | $171 | 0.0% | Core | Very Low | Lincoln, NE | 2026-10-22 | |
| 3 | $74 | 0.0% | ETF | High | Needham, MA | 2026-10-09 | |
| 3 | $73 | 0.0% | ETF | Low | Newport Beach, CA | 2026-10-16 | |
| 1 | $27 | 0.0% | ETF | Very High | Platteville, WI | 2026-10-26 | |
| 1 | $25 | 0.0% | Core | Very Low | Denver, CO | 2026-10-15 |