Fund shareholders of Legence Corp
ISIN US52476L1098 · United States · LEI 529900LFX8I46NGWUO67
- Fund shareholders
- 267
- Of which ETFs
- 44 223 other funds
- Value held
- 2.1B $
267 funds hold this company. This table lists the 265 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 3,271 | 273.9K $ | 0.03 % | as of May 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 2,821 | 240.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,777 | 236.7K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 2,748 | 175.7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Lazard Global Small Cap Equity Portfolio LAZARD FUNDS INC | 2,729 | 232.6K $ | 1.11 % | as of Jun 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,529 | 215.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 2,526 | 215.3K $ | 0.15 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,407 | 201.6K $ | 0.11 % | as of May 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 2,367 | 201.7K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,344 | 196.3K $ | 0.07 % | as of May 31, 2026 ↗ |
| Alger Dynamic Opportunities Fund ALGER FUNDS II | 2,326 | 148.7K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 2,074 | 176.8K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII | 2,056 | 172.2K $ | 0.33 % | as of May 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,055 | 175.1K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 1,996 | 170.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 1,993 | 169.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 1,973 | 168.2K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 1,970 | 167.9K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,909 | 159.9K $ | 0.05 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,883 | 157.7K $ | 0.06 % | as of May 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,866 | 119.3K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 1,769 | 150.8K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 1,709 | 145.7K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,700 | 144.9K $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,628 | 104.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 1,626 | 138.6K $ | 0.17 % | as of Jun 30, 2026 ↗ |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 1,543 | 98.6K $ | 0.11 % | as of Jul 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,442 | 122.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 1,360 | 115.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 1,356 | 115.6K $ | 0.45 % | as of Jun 30, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 1,341 | 114.3K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,267 | 108K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,254 | 80.2K $ | 0.09 % | as of Jul 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,218 | 102K $ | 0.01 % | as of May 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,119 | 95.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 1,074 | 89.9K $ | 0.02 % | as of May 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,037 | 88.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| LISANTI SMALL CAP GROWTH FUND FORUM FUNDS | 900 | 76.7K $ | 0.41 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 899 | 75.3K $ | 0.01 % | as of May 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 837 | 71.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 789 | 67.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 756 | 48.3K $ | 0.08 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 670 | 42.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 632 | 40.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 612 | 39.1K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 487 | 31.1K $ | 0.17 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 316 | 26.9K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 284 | 24.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 253 | 21.6K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 242 | 20.6K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III | 231 | 14.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 214 | 18.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 200 | 12.8K $ | 0.12 % | as of Jul 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 158 | 13.5K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 146 | 12.4K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 102 | 8.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 96 | 6.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 89 | 7.6K $ | 0.21 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 87 | 7.4K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Themes US Infrastructure ETF Themes ETF Trust | 70 | 6K $ | 0.17 % | as of Jun 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 66 | 5.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 50 | 3.2K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 48 | 4K $ | 0.02 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 17 | 1.4K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 15 | 1.3K $ | 0.11 % | as of May 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| BNP Paribas Funds Clean Energy Solutions BNP Paribas Asset Management Luxembourg | 3.77 % | as of Dec 31, 2025 ↗ |
| BNP Paribas Funds Environmental Solutions BNP Paribas Asset Management Luxembourg | 2.55 % | as of Dec 31, 2025 ↗ |
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 | |
|---|---|---|
| BNP Paribas Funds Clean Energy Solutions BNP Paribas Asset Management Luxembourg | 3.77 % | as of Dec 31, 2025 ↗ |
| Janus Henderson Transformational Growth ETF Janus Detroit Street Trust | 2.70 % | as of Jul 31, 2026 ↗ |
| AdvisorShares HVAC and Industrials ETF AdvisorShares Trust | 2.59 % | as of Jun 30, 2026 ↗ |
| BNP Paribas Funds Environmental Solutions BNP Paribas Asset Management Luxembourg | 2.55 % | as of Dec 31, 2025 ↗ |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 2.13 % | as of Jun 30, 2026 ↗ |
| Focused Growth Portfolio PACIFIC SELECT FUND | 2.01 % | as of Jun 30, 2026 ↗ |
| Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust | 1.83 % | as of May 31, 2026 ↗ |
| Janus Henderson Venture Fund Janus Investment Fund | 1.73 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Triton Fund Janus Investment Fund | 1.70 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 1.70 % | as of Jun 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 |
|---|---|---|---|---|
| 2026Q3 | 265 | +34 | 25,678,826 | +6.5 % |
| 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 | 46.90 % | 50,647,086 | as of Jun 30, 2026 · SCHEDULE 13G |
| BlackRock, Inc. | 5.60 % | 4,266,143 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Legence Corp". https://titelia.com/en/stocks/legence-corp-US52476L1098