LMND · Lemonade, Inc. · Held by Funds
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Fund Ownership of LMND by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 15.47% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 3.04% | 2,353,717 |
| Index ETFs | 12.42% | 9,616,127 |
| Active ETFs | 0.95% | 737,904 |
| Active funds | 4.87% | 3,766,771 |
| Unclassified | 0.23% | 174,950 |
| All registered funds | 21.51% | 16,649,469 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
Funds holding LMND
198 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 2,193,088 | $142,660,374 | 0.01% | Long | 2026-06-30 | |
| iShares Russell 2000 ETF | IWM | 1,847,219 | $120,161,596 | 0.14% | Long | 2026-06-30 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 1,586,188 | $103,181,529 | 0.05% | Long | 2026-06-30 | |
| VANGUARD U.S. GROWTH FUND | — | 1,702,275 | $98,731,950 | 0.21% | Long | 2026-05-31 | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | — | 913,366 | $59,414,458 | 0.13% | Long | 2026-06-30 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 749,227 | $48,737,216 | 0.05% | Long | 2026-06-30 | |
| iShares Russell 2000 Growth ETF | IWO | 664,462 | $43,223,253 | 0.28% | Long | 2026-06-30 | |
| JPMorgan U.S. Tech Leaders ETF | JTEK | 644,190 | $41,904,560 | 0.90% | Long | 2026-06-30 | |
| Fidelity Small Cap Index Fund | FSSNX | 786,820 | $38,011,274 | 0.11% | Long | 2026-07-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 317,362 | $18,406,996 | 0.10% | Long | 2026-05-31 | |
| Fidelity Extended Market Index Fund | FSMAX | 318,789 | $16,650,349 | 0.04% | Long | 2026-08-31 | |
| Schwab U.S. Small-Cap ETF | SCHA | 311,400 | $16,264,422 | 0.07% | Long | 2026-08-31 | |
| JPMorgan Small Cap Growth Fund | — | 227,335 | $14,788,142 | 0.57% | Long | 2026-06-30 | |
| T. Rowe Price Small-Cap Stock Fund, Inc. | — | 203,459 | $13,235,008 | 0.14% | Long | 2026-06-30 | |
| Goldman Sachs U.S. Tax-Managed Equity Fund | — | 150,121 | $9,765,371 | 0.20% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) S&P(R) Insurance ETF | KIE | 146,623 | $9,537,826 | 2.09% | Long | 2026-06-30 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 141,478 | $9,203,144 | 0.01% | Long | 2026-06-30 | |
| Master Small Cap Index Series | — | 132,533 | $8,621,272 | 0.14% | Long | 2026-06-30 | |
| BlackRock Advantage Small Cap Core Fund | — | 164,359 | $8,584,471 | 0.16% | Long | 2026-08-31 | |
| Schwab Small-Cap Index Fund | SWSSX | 174,375 | $8,424,056 | 0.11% | Long | 2026-07-31 | |
| Fidelity Small Cap Growth Fund | — | 146,240 | $7,064,854 | 0.08% | Long | 2026-07-31 | |
| T. Rowe Price Institutional Small-Cap Stock Fund | TRSSX | 102,858 | $6,690,913 | 0.13% | Long | 2026-06-30 | |
| Frontier Mid Cap Growth Portfolio | — | 101,445 | $6,598,997 | 0.61% | Long | 2026-06-30 | |
| Fidelity Total Market Index Fund | FSKAX | 124,816 | $6,519,140 | 0.00% | Long | 2026-08-31 | |
| VANGUARD FINANCIALS INDEX FUND | — | 101,487 | $5,886,246 | 0.04% | Long | 2026-05-31 | |
| iShares Core S&P Total U.S. Stock Market ETF | ITOT | 83,641 | $5,440,847 | 0.01% | Long | 2026-06-30 | |
| Fidelity Series Total Market Index Fund | FCFMX | 101,469 | $5,299,726 | 0.00% | Long | 2026-08-31 | |
| EQ/2000 Managed Volatility Portfolio | — | 78,257 | $5,090,618 | 0.13% | Long | 2026-06-30 | |
| JPMorgan Small Cap Blend Fund | — | 73,135 | $4,757,432 | 0.28% | Long | 2026-06-30 | |
| Goldman Sachs Small Cap Equity Insights Fund | — | 94,623 | $4,571,237 | 0.45% | Long | 2026-07-31 | |
| Nuveen Small Cap Blend Index Fund | — | 92,952 | $4,490,511 | 0.11% | Long | 2026-07-31 | |
| Fidelity Small Cap Growth Index Fund | FECGX | 67,436 | $4,386,712 | 0.28% | Long | 2026-06-30 | |
| MassMutual Mid Cap Growth Fund | — | 63,335 | $4,119,942 | 0.16% | Long | 2026-06-30 | |
| Fidelity Small Cap Growth K6 Fund | FOCSX | 75,770 | $3,660,449 | 0.08% | Long | 2026-07-31 | |
| Goldman Sachs Small Cap Value Insights Fund | — | 74,596 | $3,603,733 | 0.27% | Long | 2026-07-31 | |
| iShares U.S. Small-Cap Equity Factor ETF | SMLF | 72,373 | $3,496,340 | 0.09% | Long | 2026-07-31 | |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND | — | 57,898 | $3,358,084 | 0.20% | Long | 2026-05-31 | |
| LVIP State Street Small-Cap Index Fund | — | 49,500 | $3,219,975 | 0.14% | Long | 2026-06-30 | |
| Bridge Builder Small/Mid Cap Growth Fund | BBGSX | 47,993 | $3,121,945 | 0.03% | Long | 2026-06-30 | |
| BlackRock Advantage Small Cap Growth Fund | — | 44,952 | $2,924,128 | 0.35% | Long | 2026-06-30 | |
| Nuveen Quant Small/Mid Cap Equity Fund | — | 60,380 | $2,916,958 | 0.11% | Long | 2026-07-31 | |
| Federated Hermes MDT Small Cap Growth Fund | — | 58,865 | $2,843,768 | 0.34% | Long | 2026-07-31 | |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | — | 57,859 | $2,795,168 | 0.00% | Long | 2026-07-31 | |
| EQ/Small Company Index Portfolio | — | 42,650 | $2,774,383 | 0.15% | Long | 2026-06-30 | |
| Nuveen Equity Index Fund | — | 54,820 | $2,648,354 | 0.00% | Long | 2026-07-31 | |
| VANGUARD BALANCED INDEX FUND | — | 37,294 | $2,425,975 | 0.00% | Long | 2026-06-30 | |
| Small Cap Index Fund | NSIDX | 36,396 | $2,367,560 | 0.14% | Long | 2026-06-30 | |
| Amplify BlueStar Israel Technology ETF | — | 35,502 | $2,309,405 | 1.93% | Long | 2026-06-30 | |
| Federated Hermes MDT Small Cap Core Fund | — | 45,955 | $2,220,086 | 0.10% | Long | 2026-07-31 | |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | — | 33,427 | $2,174,426 | 0.01% | Long | 2026-06-30 |