LAD · Lithia Motors Inc · Shareholders & Ownership

$322.00 +22.47 (+7.50%) Earnings today

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$6.58B

21.98M

Volume · Oct 20 498.66K Avg daily vol (3M) 312.88K

Every disclosed holder of LAD in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns LAD

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	452	24,539,848	111.63%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	2,556,732	-11.63%	Negative
Registered funds (N-PORT, not summed)	414	11,408,724	51.90%	No

Shares outstanding: 21,983,116, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of LAD

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	ABRAMS CAPITAL MANAGEMENT, L.P. 13F CIK 1358706 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,490,534	11.33%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	ABRAMS CAPITAL MANAGEMENT, L.P. Insider CIK 1358706 · Oct 24, 2025 10% Owner, issuer-wide, not summed	2,490,534	11.33%	+264,466	Oct 24, 2025	10% Owner, issuer-wide, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,397,611	10.91%	-112,969	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	780,645	3.55%	-22,265	Jun 30, 2026	iShares Trust, not summed
2.2	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	114,230	0.52%	-9,137	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	92,186	0.42%	+1,255	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	50,258	0.23%	+1,778	Jun 30, 2026	iShares Trust, not summed
2.5	BlackRock Advantage Large Cap Core Fund Fund S000001973 · Registered fund · May 29, 2026 BlackRock Large Cap Series Funds, Inc., not summed	44,429	0.20%	-12,358	May 29, 2026	BlackRock Large Cap Series Funds, Inc., not summed
3	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,192,054	9.97%	+422,726	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,186,053	9.94%	+422,725	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	310,600	1.41%	+128,749	May 31, 2026	Fidelity Rutland Square Trust II, not summed
3.3	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	297,211	1.35%	+52,071	Jul 31, 2026	Fidelity Puritan Trust, not summed
3.4	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	223,400	1.02%	+9,519	Jul 31, 2026	Fidelity Capital Trust, not summed
3.5	Fidelity Series Value Discovery Fund Fund S000039216 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	126,500	0.58%	+5,600	Jul 31, 2026	Fidelity Devonshire Trust, not summed
4	HARRIS ASSOCIATES L P 13F CIK 813917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,915,329	8.71%	-41,308	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Oakmark Select Fund Fund S000002759 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	1,309,100	5.96%	0	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
4.2	Oakmark Equity and Income Fund Fund S000002760 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	246,300	1.12%	0	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
5	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,409,885	6.41%	+20,015	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,409,885	6.41%	+83,230	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	320,767	1.46%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	198,438	0.90%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	174,475	0.79%	+610	Jul 31, 2026	Dimensional ETF Trust, not summed
5.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	125,251	0.57%	+3,097	Jul 31, 2026	Dimensional ETF Trust, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,114,933	5.07%	-39,770	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,118,140	5.09%	-47,905	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,031,657	4.69%	-27,247	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	774,089	3.52%	-14,481	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	115,430	0.53%	-3,158	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	35,142	0.16%	-2,104	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) S&P(R) Retail ETF Fund S000012322 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	16,896	0.08%	+5,043	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	7,629	0.03%	-720	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	5,791	0.03%	+82	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	724,144	3.29%	-18,345	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	River Road Asset Management, LLC 13F CIK 1341401 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	682,689	3.11%	+29,874	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	523,198	2.38%	-15,787	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	LYRICAL ASSET MANAGEMENT LP 13F CIK 1542302 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	498,050	2.27%	+37,428	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	LYRICAL U.S. VALUE EQUITY FUND Fund S000039711 · Registered fund · May 31, 2026 Ultimus Managers Trust, not summed	55,560	0.25%	-2,902	May 31, 2026	Ultimus Managers Trust, not summed
13	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	489,990	2.23%	-13,240	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Hotchkis and Wiley Small Cap Value Fund Fund S000006215 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	58,900	0.27%	+700	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
13.2	Hotchkis and Wiley Mid-Cap Value Fund Fund S000006214 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	12,500	0.06%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
13.3	Hotchkis and Wiley Large Cap Disciplined Value Fund Fund S000006212 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	1,100	0.01%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
13.4	Hotchkis & Wiley SMID Cap Diversified Value Fund Fund S000091359 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	56	0.00%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
14	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	452,699	2.06%	+274,912	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	422,764	1.92%	-47,132	Jun 30, 2026	carried, not yet filed for the newest quarter
16	COOPERMAN LEON G 13F CIK 898382 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	340,000	1.55%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	331,317	1.51%	-11,898	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	COOKE & BIELER LP 13F CIK 24386 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	306,231	1.39%	-40,205	Jun 30, 2026	carried, not yet filed for the newest quarter
19	BRIDGES INVESTMENT MANAGEMENT INC 13F CIK 1007295 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	278,265	1.27%	-6,797	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Bridges Investment Fund Fund S000079190 · Registered fund · Jun 30, 2026 Professionally Managed Portfolios, not summed	9,000	0.04%	0	Jun 30, 2026	Professionally Managed Portfolios, not summed
20	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	274,345	1.25%	-118,423	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	269,000	1.22%	—	May 31, 2026	American Century ETF Trust, not summed
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	261,545	1.19%	-9,152	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	259,400	1.18%	0	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
24	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	248,365	1.13%	+75,680	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	26	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
25	Madison Asset Management, LLC 13F CIK 1299351 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	230,604	1.05%	-2,078	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Madison Mid Cap Fund Fund S000020651 · Registered fund · Jul 31, 2026 MADISON FUNDS, not summed	108,651	0.49%	-14,344	Jul 31, 2026	MADISON FUNDS, not summed
25.2	Mid Cap Fund Fund S000019983 · Registered fund · Jun 30, 2026 ULTRA SERIES FUND, not summed	6,511	0.03%	-596	Jun 30, 2026	ULTRA SERIES FUND, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	227,931	1.04%	+47	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	65,573	0.30%	+185	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	48,149	0.22%	+3,038	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.3	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	26,908	0.12%	+3,086	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	25,954	0.12%	+1,231	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	14,259	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	226,043	1.03%	-5,178	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,829	0.07%	-475	Jun 30, 2026	Northern Funds, not summed
27.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,582	0.02%	-38	Jul 31, 2026	FlexShares Trust, not summed
28	Tensile Capital Management LP 13F CIK 1598843 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	222,963	1.01%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	216,928	0.99%	-10,447	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,078	0.02%	+441	Jul 31, 2026	BNY Mellon ETF Trust, not summed
30	Life Cycle Investment Partners Ltd 13F CIK 2072459 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	209,362	0.95%	+25,698	Jun 30, 2026	carried, not yet filed for the newest quarter
31	DEBOER BRYAN B Insider CIK 1170767 · Jan 9, 2026 Chief Executive Officer, issuer-wide, not summed	204,845	0.93%	+32,377	Jan 9, 2026	Chief Executive Officer, issuer-wide, not summed
32	Chicago Capital, LLC 13F CIK 1740053 · Registered investment adviser · Sep 30, 2026	194,509	0.88%	-718	Sep 30, 2026
33	JONES FINANCIAL COMPANIES LLLP 13F CIK 815917 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	188,101	0.86%	+101,064	Jun 30, 2026	carried, not yet filed for the newest quarter
34	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	187,231	0.85%	+92,415	Jun 30, 2026	carried, not yet filed for the newest quarter
35	THOMPSON SIEGEL & WALMSLEY LLC 13F CIK 1008322 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	176,522	0.80%	-2,954	Jun 30, 2026	carried, not yet filed for the newest quarter
36	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	158,545	0.72%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	150,383	0.68%	-3,050	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	67,286	0.31%	+18,135	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
37.2	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	23,408	0.11%	+4,605	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
37.3	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	17,247	0.08%	+87	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
37.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	17,006	0.08%	+1,432	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
37.5	Invesco S&P Midcap 400 QVM Multi-Factor ETF Fund S000072319 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	3,204	0.01%	+149	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
38	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	147,055	0.67%	-12,308	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Small Cap Core Fund Fund S000043450 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	48,953	0.22%	-53,126	Jul 31, 2026	John Hancock Investment Trust, not summed
38.2	John Hancock Multifactor Mid Cap ETF Fund S000050079 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	24,611	0.11%	+1,480	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
38.3	John Hancock Multifactor Small Cap ETF Fund S000059464 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	5,866	0.03%	-584	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	144,643	0.66%	-5,502	Jun 30, 2026	carried, not yet filed for the newest quarter
40	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	141,516	0.64%	+8,379	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD SELECTED VALUE FUND Fund S000004409 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	141,120	0.64%	-28,160	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
42	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	138,228	0.63%	+63,117	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	804	0.00%	-18	May 31, 2026	Goldman Sachs ETF Trust II, not summed
42.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	455	0.00%	+148	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
42.3	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	274	0.00%	-18	May 31, 2026	Goldman Sachs ETF Trust, not summed
42.4	Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Fund S000083005 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	43	0.00%	0	May 31, 2026	Goldman Sachs ETF Trust, not summed
43	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	131,322	0.60%	+131,322	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	129,037	0.59%	-7,138	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
45	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	116,733	0.53%	-46,241	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	17,321	0.08%	-561	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
45.2	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	7,709	0.04%	0	May 31, 2026	Columbia Funds Series Trust II, not summed
46	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	115,828	0.53%	+108,452	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Gotham Absolute Return Fund Fund S000038174 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	6,244	0.03%	—	Jun 30, 2026	FundVantage Trust, not summed
46.2	Gotham Neutral Fund Fund S000041944 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	914	0.00%	—	Jun 30, 2026	FundVantage Trust, not summed
46.3	Gotham Enhanced Return Fund Fund S000040832 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	718	0.00%	—	Jun 30, 2026	FundVantage Trust, not summed
47	HENNESSY ADVISORS INC 13F CIK 1145255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	106,800	0.49%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Hennessy Cornerstone Mid Cap 30 Fund Fund S000044801 · Registered fund · Jul 31, 2026 Hennessy Funds Trust, not summed	106,800	0.49%	0	Jul 31, 2026	Hennessy Funds Trust, not summed
48	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	104,864	0.48%	-1,073	Jun 30, 2026	carried, not yet filed for the newest quarter
49	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	102,541	0.47%	+64,006	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	4,077	0.02%	—	Jun 30, 2026	AQR Funds, not summed
49.2	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	2,152	0.01%	—	Jun 30, 2026	AQR Funds, not summed
49.3	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	327	0.00%	—	Jun 30, 2026	AQR Funds, not summed
49.4	AQR CVX Fusion Fund Fund S000093172 · Registered fund · Jun 30, 2026 AQR Funds, not summed	245	0.00%	—	Jun 30, 2026	AQR Funds, not summed
50	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	94,738	0.43%	+18,061	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	ProShares S&P MidCap 400 Dividend Aristocrats ETF Fund S000047884 · Registered fund · May 31, 2026 ProShares Trust, not summed	94,180	0.43%	+18,113	May 31, 2026	ProShares Trust, not summed
50.2	ProShares Ultra MidCap400 Fund S000006825 · Registered fund · May 31, 2026 ProShares Trust, not summed	838	0.00%	+30	May 31, 2026	ProShares Trust, not summed
50.3	ProShares UltraPro MidCap400 Fund S000024920 · Registered fund · May 31, 2026 ProShares Trust, not summed	117	0.00%	-28	May 31, 2026	ProShares Trust, not summed

100 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 643 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1023128 CUSIP 536797103 13F (30d) 55 filings 52 filers Visit website Investor relations