LINE · Lineage, Inc. · Shareholders & Ownership

$34.37 +1.15 (+3.46%)

Russell 1000 member Rebalance outlook locked

Market Cap

$7.56B

227.71M

Volume · Oct 20 269.35K Avg daily vol (3M) 977.13K

Every disclosed holder of LINE 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 LINE

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)	322	76,621,582	33.65%	Yes
Insiders (Forms 3, 4, 5)	20	466,914,787	205.05%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	315,826,357	-138.70%	Negative
Registered funds (N-PORT, not summed)	206	19,253,595	8.46%	No

Shares outstanding: 227,710,012, the issuer's latest cover-page count restated onto today's split basis.

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 LINE

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	Forste Adam Matthew Schwartz Insider CIK 2018838 · Nov 10, 2025 Director, Co-Executive Chairman, 10% Owner, issuer-wide	155,652,890	68.36%	—	Nov 10, 2025	Director, Co-Executive Chairman, 10% Owner, issuer-wide
2	Marchetti Kevin Patrick Insider CIK 2021239 · Aug 28, 2026 Director, Co-Executive Chairman, 10% Owner, issuer-wide	155,414,039	68.25%	—	Aug 28, 2026	Director, Co-Executive Chairman, 10% Owner, issuer-wide
3	BG Lineage Holdings, LLC Insider CIK 1539671 · Dec 19, 2025 Director, 10% Owner, issuer-wide	155,275,349	68.19%	-268,275	Dec 19, 2025	Director, 10% Owner, issuer-wide
4	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	13,917,122	6.11%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,734,672	2.52%	+34,595	Jun 30, 2026	carried, not yet filed for the newest quarter
6	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,260,370	2.31%	+339,811	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	285,031	0.13%	+9,129	Jun 30, 2026	iShares Trust, not summed
6.2	iShares Core U.S. REIT ETF Fund S000015627 · Registered fund · Jul 31, 2026 iShares Trust, not summed	261,155	0.11%	+31,144	Jul 31, 2026	iShares Trust, not summed
6.3	iShares U.S. Real Estate ETF Fund S000004328 · Registered fund · Jun 30, 2026 iShares Trust, not summed	196,639	0.09%	+15,910	Jun 30, 2026	iShares Trust, not summed
6.4	iShares Global REIT ETF Fund S000045649 · Registered fund · Jul 31, 2026 iShares Trust, not summed	191,147	0.08%	+3,108	Jul 31, 2026	iShares Trust, not summed
6.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	155,349	0.07%	-5,804	Jun 30, 2026	iShares Trust, not summed
7	D1 Capital Partners L.P. 13F CIK 1747057 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,736,312	2.08%	-2,665,917	Jun 30, 2026	carried, not yet filed for the newest quarter
8	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,673,227	2.05%	+1,980,993	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	276,723	0.12%	+103,447	Jun 30, 2026	AQR Funds, not summed
8.2	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	179,430	0.08%	-3,291	Jun 30, 2026	AQR Funds, not summed
8.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	111,395	0.05%	+74,305	Jun 30, 2026	AQR Funds, not summed
8.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	90,356	0.04%	-9,415	Jun 30, 2026	AQR Funds, not summed
8.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	8,073	0.00%	-874	Jun 30, 2026	AQR Funds, not summed
9	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,607,975	1.58%	-2,148	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,956,421	1.30%	+63,887	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	2,592,111	1.14%	+49,344	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
12	HighTower Advisors, LLC 13F CIK 1462245 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,286,166	1.00%	+130,895	Jun 30, 2026	carried, not yet filed for the newest quarter
13	BAILLIE GIFFORD & CO 13F CIK 1088875 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,274,996	1.00%	-280,127	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,174,449	0.95%	+42,400	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,899,057	0.83%	-70,612	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	26,172	0.01%	+1,100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
15.2	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	7,729	0.00%	-368	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
15.3	State Street Real Estate Securities V.I.S. Fund Fund S000001638 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,306	0.00%	+166	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
15.4	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	500	0.00%	+200	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
15.5	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	363	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,564,024	0.69%	-8,437	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 13F CIK 1854440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,533,843	0.67%	-1,235,820	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD U.S. GROWTH FUND Fund S000004444 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,414,744	0.62%	0	May 31, 2026	VANGUARD WORLD FUND, not summed
19	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,399,961	0.61%	-98,890	Jun 30, 2026	carried, not yet filed for the newest quarter
20	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,197,943	0.53%	-211,094	Jun 30, 2026	carried, not yet filed for the newest quarter
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,110,367	0.49%	+72,058	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	403,372	0.18%	+8,584	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	179,691	0.08%	+23,073	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.3	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	155,053	0.07%	+1,256	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	60,889	0.03%	+1,397	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	58,160	0.03%	+10,446	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,080,091	0.47%	-38,775	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,032,098	0.45%	+97,765	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	9,936	0.00%	-68	Jul 31, 2026	BNY Mellon ETF Trust, not summed
24	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	992,277	0.44%	-7,923	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	954,248	0.42%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
26	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	947,862	0.42%	+260	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	193	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
27	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	928,659	0.41%	+51,758	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	356,895	0.16%	+27,969	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
27.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	212,362	0.09%	+42,414	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
27.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	131,085	0.06%	+8,450	Jul 31, 2026	Dimensional ETF Trust, not summed
27.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	90,567	0.04%	+1,662	Jul 31, 2026	Dimensional ETF Trust, not summed
28	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	920,405	0.40%	+747,306	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	155,285	0.07%	—	Jun 30, 2026	Goldman Sachs Trust, not summed
28.2	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	42,846	0.02%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
28.3	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	16,374	0.01%	+8,424	Jul 31, 2026	Goldman Sachs Trust II, not summed
28.4	Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Fund S000009352 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	2,784	0.00%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
28.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	2,415	0.00%	+12	May 31, 2026	Goldman Sachs ETF Trust II, not summed
29	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	872,880	0.38%	-32,700	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
30	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 13F CIK 1056549 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	799,518	0.35%	-36,990	Jun 30, 2026	carried, not yet filed for the newest quarter
31	GRS Advisors, LLC 13F CIK 1544554 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	795,907	0.35%	-170,326	Jun 30, 2026	carried, not yet filed for the newest quarter
32	CENTERSQUARE INVESTMENT MANAGEMENT LLC 13F CIK 1725296 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	686,236	0.30%	+222,416	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	653,934	0.29%	+16,335	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	VILLERE ST DENIS J & CO LLC 13F CIK 1113629 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	618,495	0.27%	-89,430	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Villere Balanced Fund Fund S000004946 · Registered fund · May 31, 2026 Professionally Managed Portfolios, not summed	15,275	0.01%	-18,880	May 31, 2026	Professionally Managed Portfolios, not summed
34.2	Villere Equity Fund Fund S000040757 · Registered fund · May 31, 2026 Professionally Managed Portfolios, not summed	6,920	0.00%	-25,450	May 31, 2026	Professionally Managed Portfolios, not summed
35	Lunate Capital Ltd 13F CIK 2056786 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	600,000	0.26%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
36	WisdomTree U.S. Value Fund Fund S000015479 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	576,573	0.25%	+37,484	Jun 30, 2026	WisdomTree Trust, not summed
37	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	503,615	0.22%	+503,615	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	454,759	0.20%	+4,097	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
39	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	429,203	0.19%	-372,112	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	105,070	0.05%	-130,245	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
39.2	T. Rowe Price Real Estate Fund, Inc. Fund S000002107 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ESTATE FUND, INC., not summed	35,702	0.02%	-42,100	Jun 30, 2026	T. ROWE PRICE REAL ESTATE FUND, INC., not summed
39.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	9,458	0.00%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
39.4	T. Rowe Price Mid-Cap Index Fund Fund S000051326 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	6,098	0.00%	+272	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
39.5	T. Rowe Price Global Allocation Fund Fund S000040952 · Registered fund · Jul 31, 2026 T. ROWE PRICE GLOBAL ALLOCATION FUND, INC., not summed	335	0.00%	-446	Jul 31, 2026	T. ROWE PRICE GLOBAL ALLOCATION FUND, INC., not summed
40	Alberta Investment Management Corp 13F CIK 1463559 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	418,900	0.18%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
41	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	402,855	0.18%	+15,090	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,898	0.00%	-7,576	Jul 31, 2026	FlexShares Trust, not summed
42	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	398,385	0.18%	+398,371	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	373,629	0.16%	-271,437	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	370,469	0.16%	+5,581	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Apollo Diversified Real Estate Fund Fund · Registered fund · Jun 30, 2026 APOLLO DIVERSIFIED REAL ESTATE FUND, not summed	363,006	0.16%	—	Jun 30, 2026	APOLLO DIVERSIFIED REAL ESTATE FUND, not summed
45.1	CBRE Global Real Estate Income Fund Fund · Registered fund · Jun 30, 2026 CBRE Global Real Estate Income Fund, not summed	171,316	0.08%	—	Jun 30, 2026	CBRE Global Real Estate Income Fund, not summed
46	Apollo Management Holdings, L.P. 13F CIK 1449434 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	363,006	0.16%	+155,739	Jun 30, 2026	carried, not yet filed for the newest quarter
47	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	355,376	0.16%	-5,360	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Kennedy Capital Small Cap Value Fund Fund S000076118 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	9,596	0.00%	+359	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
48	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	341,681	0.15%	-138,474	Jun 30, 2026	carried, not yet filed for the newest quarter
49	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13F CIK 1632972 · Unknown · Sep 30, 2026	320,655	0.14%	+32,634	Sep 30, 2026
50	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	315,952	0.14%	-82,541	Jun 30, 2026	carried, not yet filed for the newest quarter

35 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.

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Key facts CIK 1868159 CUSIP 53566V106 13F (30d) 33 filings 33 filers Visit website Investor relations