LEN · Lennar Corp · Shareholders & Ownership

$83.48 +5.78 (+7.43%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$18.48B

237.90M

Volume · Oct 22 2.57M Avg daily vol (3M) 3.99M

Every disclosed holder of LEN 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 LEN

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

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	957	221,419,567	93.07%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	16,480,672	6.93%	Rest
Registered funds (N-PORT, not summed)	594	72,250,350	30.37%	No

Shares outstanding: 237,900,239, 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.

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 LEN

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	BERKSHIRE HATHAWAY INC Insider CIK 1067983 · Oct 2, 2026 10% Owner, issuer-wide, not summed	29,006,073	12.19%	+2,418,637	Oct 2, 2026	10% Owner, issuer-wide, not summed
1.1	Berkshire Hathaway Inc 13G CIK 1067983 · Insurance company · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	26,034,436	10.94%	+12,922,695	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	Berkshire Hathaway Inc 13F CIK 1067983 · Insurance company · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	13,409,858	5.64%	+3,072,513	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
2	MILLER STUART A Insider CIK 1049444 · May 11, 2026 Director, Executive Chairman & CEO, 10% Owner, issuer-wide, not summed	23,531,730	9.89%	-2,000	May 11, 2026	Director, Executive Chairman & CEO, 10% Owner, issuer-wide, not summed
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	18,674,128	7.85%	+91,177	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
3.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,960,600	1.24%	+185,306	Jun 30, 2026	iShares Trust, not summed
3.2	iShares U.S. Home Construction ETF Fund S000009415 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,047,403	0.86%	-44,654	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	839,497	0.35%	+56,819	Jun 30, 2026	iShares Trust, not summed
3.4	iShares MSCI USA Value Factor ETF Fund S000040205 · Registered fund · Jul 31, 2026 iShares Trust, not summed	525,002	0.22%	-131,836	Jul 31, 2026	iShares Trust, not summed
3.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	457,505	0.19%	-12,161	Jun 30, 2026	iShares Trust, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	14,030,837	5.90%	-1,077	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
5	GREENHAVEN ASSOCIATES INC 13F CIK 846222 · Investment adviser · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	11,680,338	4.91%	+684,148	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
6	EAGLE CAPITAL MANAGEMENT LLC 13F CIK 945631 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,686,983	4.49%	-193,472	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Eagle Capital Select Equity ETF Fund S000081645 · Registered fund · Jun 30, 2026 2023 ETF Series Trust, not summed	1,291,770	0.54%	+71,693	Jun 30, 2026	2023 ETF Series Trust, not summed
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	10,461,378	4.40%	+360,597	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
7.1	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF Fund S000006408 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,209,760	0.51%	+58,062	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
7.2	State Street(R) SPDR(R) S&P(R) Homebuilders ETF Fund S000010019 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	537,990	0.23%	+13,025	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	513,805	0.22%	+60,113	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	261,864	0.11%	+8,067	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	80,368	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	9,997,479	4.20%	+46,068	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
9	Aristotle Capital Management, LLC 13F CIK 860644 · Registered investment adviser · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	7,886,442	3.32%	-511,995	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
10	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,683,066	2.81%	+706,457	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Fundamental Large Cap Core Fund Fund S000000630 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	1,971,642	0.83%	-64,169	Jul 31, 2026	John Hancock Investment Trust, not summed
10.2	Fundamental All Cap Core Fund Fund S000032685 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	164,227	0.07%	+12,708	May 31, 2026	John Hancock Funds II, not summed
10.3	John Hancock Multifactor Mid Cap ETF Fund S000050079 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	73,633	0.03%	+4,416	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
10.4	Disciplined Value Global Long/Short Fund Fund S000086384 · Registered fund · Jun 30, 2026 John Hancock Investment Trust, not summed	61,534	0.03%	+32,990	Jun 30, 2026	John Hancock Investment Trust, not summed
10.5	U.S. Sector Rotation Fund Fund S000055171 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	16,974	0.01%	-185	May 31, 2026	John Hancock Funds II, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	5,948,345	2.50%	+71,394	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,814,790	2.44%	+20,472	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,577,821	2.34%	+94,876	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	ACR Alpine Capital Research, LLC 13F CIK 1508822 · Registered investment adviser · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	4,783,876	2.01%	+537,810	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
15	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,420,423	1.86%	-10,909	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	3,839,335	1.61%	+1,218,109	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
16.1	Goldman Sachs Income Builder Fund Fund S000009342 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	67,817	0.03%	-2,727	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
16.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	39,046	0.02%	+11,748	May 31, 2026	Goldman Sachs ETF Trust, not summed
16.3	Goldman Sachs Equity Income Fund Fund S000009316 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	37,379	0.02%	-449	May 31, 2026	Goldman Sachs Trust, not summed
16.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	10,962	0.00%	+6,525	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
16.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	10,310	0.00%	-1,173	May 31, 2026	Goldman Sachs ETF Trust, not summed
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	3,730,132	1.57%	+372,771	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
17.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	658	0.00%	-5,869	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
17.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	393	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
17.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	332	0.00%	+11	Jul 31, 2026	E Trade Trust, not summed
17.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	87	0.00%	-826	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
18	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	3,538,393	1.49%	-72,322	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
18.1	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,192,284	0.92%	0	Jul 31, 2026	Principal Funds, Inc, not summed
18.2	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	44,362	0.02%	-1,070	Jul 31, 2026	Principal Funds, Inc, not summed
18.3	LargeCap Value Fund III Fund S000007122 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	43,633	0.02%	-54,383	Jul 31, 2026	Principal Funds, Inc, not summed
18.4	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	42,938	0.02%	+1,592	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
18.5	LargeCap S&P 500 Index Account Fund S000007660 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	8,115	0.00%	-805	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
19	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	3,529,060	1.48%	+748,398	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
19.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,073,691	0.87%	+325,625	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.2	Invesco S&P 500 Quality ETF Fund S000003049 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	438,945	0.18%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.3	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	157,766	0.07%	+51,776	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
19.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	139,219	0.06%	+28,154	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
19.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	123,991	0.05%	+17,291	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	3,324,930	1.40%	+33,687	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
21	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	2,834,581	1.19%	+691,291	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
21.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	172,544	0.07%	—	Jun 30, 2026	AQR Funds, not summed
21.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	86,972	0.04%	—	Jun 30, 2026	AQR Funds, not summed
21.3	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	23,941	0.01%	-2,183	Jun 30, 2026	AQR Funds, not summed
21.4	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	10,906	0.00%	—	Jun 30, 2026	AQR Funds, not summed
21.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	5,691	0.00%	—	Jun 30, 2026	AQR Funds, not summed
22	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 13F CIK 1367401 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,692,266	1.13%	+30,119	Jun 30, 2026	carried, not yet filed for the newest quarter
23	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	2,689,550	1.13%	-139,714	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
24	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	2,689,069	1.13%	—	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
25	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	2,582,000	1.09%	0	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
26	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,571,015	1.08%	-32,922	Jun 30, 2026	carried, not yet filed for the newest quarter
27	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	2,565,115	1.08%	+134,640	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
27.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	320,321	0.13%	+14,432	Jul 31, 2026	Dimensional ETF Trust, not summed
27.2	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	300,353	0.13%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
27.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	239,617	0.10%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
27.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	196,936	0.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
27.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	123,002	0.05%	-351	Jul 31, 2026	Dimensional ETF Trust, not summed
28	Brave Warrior Advisors, LLC 13F CIK 1553733 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,373,177	1.00%	-36,873	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Smead Capital Management, Inc. 13F CIK 1427008 · Registered investment adviser · Sep 30, 2026	2,284,725	0.96%	+264,284	Sep 30, 2026
29.1	Smead Value Fund Fund S000047006 · Registered fund · May 29, 2026 Smead Funds Trust, not summed	1,676,642	0.70%	+212,771	May 29, 2026	Smead Funds Trust, not summed
30	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	2,148,817	0.90%	0	May 31, 2026	Growth Fund of America, not summed
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	2,098,090	0.88%	-41,845	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
31.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	63,456	0.03%	+5,594	Jun 30, 2026	Northern Funds, not summed
31.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,478	0.00%	+318	Jul 31, 2026	FlexShares Trust, not summed
32	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,015,988	0.85%	+45,727	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	1,890,639	0.79%	+88,775	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
33.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	482,166	0.20%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	323,182	0.14%	+12,796	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	236,318	0.10%	+5,588	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	189,767	0.08%	+30,850	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	135,508	0.06%	+3,797	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	1,838,416	0.77%	+9,837	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
35	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	1,620,919	0.68%	+113,357	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
35.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	2,761,215	1.16%	+15,472	May 31, 2026	Fidelity Concord Street Trust, not summed
35.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	774,546	0.33%	+14,918	Jul 31, 2026	Fidelity Salem Street Trust, not summed
35.3	Fidelity Dividend Growth Fund Fund S000007197 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	495,100	0.21%	—	Jul 31, 2026	Fidelity Securities Fund, not summed
35.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	387,933	0.16%	+2,614	May 31, 2026	Fidelity Concord Street Trust, not summed
35.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	325,978	0.14%	+9,226	May 31, 2026	Fidelity Concord Street Trust, not summed
36	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	1,365,796	0.57%	+62,720	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
37	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	1,354,769	0.57%	-232,545	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
38	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	1,328,263	0.56%	-73,333	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
39	Tidal Investments LLC 13F CIK 1600064 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,309,456	0.55%	+74,552	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Sofi Select 500 ETF Fund S000065093 · Registered fund · May 31, 2026 Tidal Trust I, not summed	1,606	0.00%	+18	May 31, 2026	Tidal Trust I, not summed
39.2	Gotham Enhanced 500 ETF Fund S000069980 · Registered fund · Jun 30, 2026 Tidal Trust I, not summed	901	0.00%	-1	Jun 30, 2026	Tidal Trust I, not summed
40	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,296,787	0.55%	-1,250,183	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Janus Henderson VIT Global Research Portfolio Fund S000010402 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	36,669	0.02%	-764	Jun 30, 2026	Janus Aspen Series, not summed
40.2	Janus Henderson VIT Research Portfolio Fund S000010395 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	9,657	0.00%	-21,826	Jun 30, 2026	Janus Aspen Series, not summed
41	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,252,307	0.53%	-25,660	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	1,207,321	0.51%	-6,041	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
43	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,165,824	0.49%	-51,911	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
44	JAFFE JONATHAN M Insider CIK 1245946 · Feb 27, 2025 Director, issuer-wide, not summed	1,163,932	0.49%	-115,129	Feb 27, 2025	Director, issuer-wide, not summed
45	GABELLI FUNDS LLC 13F CIK 1081407 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,138,200	0.48%	-3,700	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Gabelli SRI Fund, Inc. Fund S000017367 · Registered fund · Jun 30, 2026 Gabelli SRI Fund, Inc., not summed	575	0.00%	+85	Jun 30, 2026	Gabelli SRI Fund, Inc., not summed
46	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	1,133,525	0.48%	-86,349	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
46.1	Neuberger Core Equity ETF Fund S000085748 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	5,610	0.00%	-375	May 31, 2026	Neuberger Berman ETF Trust, not summed
47	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	1,127,799	0.47%	-210,096	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
47.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	178	0.00%	+52	May 31, 2026	UBS INVESTMENT TRUST, not summed
47.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	79	0.00%	+31	Jun 30, 2026	UBS FUNDS, not summed
47.3	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	14	0.00%	-101	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
48	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	1,058,458	0.44%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
49	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	1,048,758	0.44%	-545,785	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
50	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 Classes LEN, LEN-B, carried, not yet filed for the newest quarter	1,026,187	0.43%	-36,702	Jun 30, 2026	Classes LEN, LEN-B, carried, not yet filed for the newest quarter
50.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	16,333	0.01%	-2,690	Jul 31, 2026	BNY Mellon ETF Trust, not summed

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Key facts CIK 920760 CUSIP 526057104 13F (30d) 167 filings 155 filers Visit website Investor relations