Fund shareholders of Legence Corp
ISIN US52476L1098 · United States
- Fund shareholders
- 233
- Of which ETFs
- 40 193 other funds
- Value held
- 1.5B $
233 funds hold this company. This table lists the 231 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 20,613 | 1.2M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 20,259 | 1.1M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 20,210 | 1.1M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 19,884 | 1.1M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 19,227 | 1.1M $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Alger Dynamic Opportunities Fund ALGER FUNDS II | 18,963 | 1.6M $ | 0.74 % | as of Apr 30, 2026 ↗ |
| Guardian All Cap Core VIP Fund Guardian Variable Products Trust | 18,648 | 1.1M $ | 0.51 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 17,691 | 1.5M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Renaissance IPO ETF RENAISSANCE CAPITAL GREENWICH FUNDS | 17,684 | 998.4K $ | 0.84 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 17,413 | 983.1K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | 16,800 | 948.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 16,484 | 930.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 16,426 | 953.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 16,176 | 913.3K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Transformational Growth ETF Janus Detroit Street Trust | 16,067 | 1.4M $ | 3.86 % | as of Apr 30, 2026 ↗ |
| Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust | 16,033 | 930.7K $ | 1.07 % | as of Feb 28, 2026 ↗ |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 15,923 | 1.4M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 15,762 | 1.4M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 15,126 | 878.1K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 14,390 | 1.3M $ | 0.17 % | as of Apr 30, 2026 ↗ |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 14,220 | 802.9K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 14,205 | 802K $ | 0.86 % | as of Mar 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 13,898 | 784.7K $ | 0.28 % | as of Mar 31, 2026 ↗ |
| Allspring Special Global Small Cap Fund ALLSPRING FUNDS TRUST | 13,732 | 1.2M $ | 1.10 % | as of Apr 30, 2026 ↗ |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 13,707 | 773.9K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III | 13,233 | 747.1K $ | 0.95 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 13,206 | 1.1M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 13,200 | 745.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 12,840 | 724.9K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 12,156 | 686.3K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 12,076 | 1.1M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 11,904 | 691K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 11,108 | 627.2K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Onchain Economy ETF VanEck Funds | 10,889 | 614.8K $ | 1.16 % | as of Mar 31, 2026 ↗ |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 10,677 | 928.5K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 10,550 | 595.7K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 10,134 | 572.2K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC | 9,942 | 561.3K $ | 1.73 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 9,937 | 561K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin DynaTech VIP Fund Franklin Templeton Variable Insurance Products Trust | 9,887 | 558.2K $ | 0.35 % | as of Mar 31, 2026 ↗ |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 9,885 | 558.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 9,853 | 556.3K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | 9,000 | 508.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 8,108 | 457.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 8,014 | 696.9K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 7,946 | 691K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Franklin Intelligent Machines ETF Franklin Templeton ETF Trust | 7,804 | 440.6K $ | 0.59 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 7,778 | 451.5K $ | 0.29 % | as of Feb 28, 2026 ↗ |
| Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 7,635 | 431.1K $ | 0.29 % | as of Mar 31, 2026 ↗ |
| THRIVENT MID CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. | 7,425 | 419.2K $ | 0.84 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 7,263 | 410.1K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III | 7,117 | 401.8K $ | 0.93 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 6,809 | 384.4K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Putnam VT Small Cap Growth Fund Putnam Variable Trust | 6,633 | 374.5K $ | 1.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 6,376 | 370.1K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 6,315 | 356.5K $ | 0.26 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,300 | 365.7K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Developing Growth Portfolio LORD ABBETT SERIES FUND INC | 6,101 | 344.5K $ | 0.59 % | as of Mar 31, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 6,097 | 530.2K $ | 0.21 % | as of Apr 30, 2026 ↗ |
| AdvisorShares HVAC and Industrials ETF AdvisorShares Trust | 5,738 | 324K $ | 4.31 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,524 | 480.4K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 5,268 | 297.4K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 5,234 | 455.1K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 5,170 | 449.6K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 4,553 | 257.1K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 4,464 | 388.2K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 4,447 | 386.7K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,394 | 248.1K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 4,298 | 373.8K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 4,065 | 236K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 4,037 | 351.1K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Fidelity Environment and Alternative Energy Fund Fidelity Select Portfolios | 4,000 | 232.2K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 3,986 | 225K $ | 0.31 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,944 | 222.7K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Lazard Global Small Cap Equity Portfolio LAZARD FUNDS INC | 3,839 | 216.7K $ | 1.61 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 3,528 | 199.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII | 3,499 | 203.1K $ | 0.45 % | as of Feb 28, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 3,060 | 172.8K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 2,928 | 165.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,893 | 167.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,807 | 158.5K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 2,775 | 241.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Lazard Retirement US Small Cap Equity Select Portfolio LAZARD RETIREMENT SERIES INC | 2,739 | 154.6K $ | 1.75 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,616 | 147.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 2,609 | 147.3K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 2,536 | 143.2K $ | 0.67 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 2,533 | 143K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,462 | 142.9K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,425 | 136.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 2,372 | 133.9K $ | 0.23 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,303 | 130K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 2,293 | 133.1K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 2,285 | 132.6K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 2,282 | 198.4K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,252 | 195.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 1,826 | 158.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,607 | 139.7K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,605 | 93.2K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 1,572 | 88.8K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,383 | 78.1K $ | 0.06 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS | 5.55 % | as of Apr 30, 2026 ↗ |
| AdvisorShares HVAC and Industrials ETF AdvisorShares Trust | 4.31 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Transformational Growth ETF Janus Detroit Street Trust | 3.86 % | as of Apr 30, 2026 ↗ |
| BNP Paribas Funds Clean Energy Solutions BNP Paribas Asset Management Luxembourg | 3.77 % | as of Dec 31, 2025 ↗ |
| Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST | 3.17 % | as of Apr 30, 2026 ↗ |
| Harbor Small Cap Growth Fund HARBOR FUNDS | 2.88 % | as of Apr 30, 2026 ↗ |
| Focused Growth Portfolio PACIFIC SELECT FUND | 2.86 % | as of Mar 31, 2026 ↗ |
| BNP Paribas Funds Environmental Solutions BNP Paribas Asset Management Luxembourg | 2.55 % | as of Dec 31, 2025 ↗ |
| BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 2.30 % | as of Mar 31, 2026 ↗ |
| Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST | 2.23 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 231 | +49 | 24,115,710 | +17.3 % |
| 2026Q1 | 182 | +88 | 20,566,667 | +29.9 % |
| 2025Q4 | 94 | 15,830,800 |
Institutional managers
190 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Blackstone Inc. | 25,341,365 | 1.4B $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 4,341,989 | 245.2M $ | as of Mar 31, 2026 |
| FMR LLC | 2,958,359 | 167M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 2,647,194 | 149.5M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 2,312,266 | 130.6M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,957,280 | 110.5M $ | as of Mar 31, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1,861,653 | 105.1M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 1,245,682 | 70.3M $ | as of Mar 31, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,214,823 | 68.6M $ | as of Mar 31, 2026 |
| Driehaus Capital Management LLC | 914,566 | 51.6M $ | as of Mar 31, 2026 |
| LOOMIS SAYLES & CO L P | 900,657 | 50.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 895,953 | 50.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 822,018 | 46.4M $ | as of Mar 31, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 784,653 | 44.3M $ | as of Mar 31, 2026 |
| Munro Partners | 747,832 | 42.2M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 736,871 | 41.6M $ | as of Mar 31, 2026 |
| Merewether Investment Management, LP | 726,336 | 41M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 680,217 | 38.4M $ | as of Mar 31, 2026 |
| FRED ALGER MANAGEMENT, LLC | 661,335 | 37.3M $ | as of Mar 31, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 655,000 | 37M $ | as of Mar 31, 2026 |
| GW&K Investment Management, LLC | 603,133 | 34.1K $ | as of Mar 31, 2026 |
| SEVEN GRAND MANAGERS, LLC | 600,000 | 33.9M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 579,700 | 32.7M $ | as of Mar 31, 2026 |
| LORD, ABBETT & CO. LLC | 573,869 | 32.4K $ | as of Mar 31, 2026 |
| CI INVESTMENTS INC. | 567,092 | 32M $ | as of Mar 31, 2026 |
Declared shareholders of Legence Corp
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Legence Parent ML LLC and 15 others | 61.10 % | 66,041,198 | as of Mar 31, 2026 · SCHEDULE 13G |
| FMR LLC and 1 other | 4.40 % | 2,958,359 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Legence Corp". https://titelia.com/en/stocks/legence-corp-US52476L1098