LUMN · Lumen Technologies, Inc. · Shareholders & Ownership

$4.79 -0.01 (-0.21%) At close · Oct 29 Q2 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.95B

1.03B

Volume · Oct 29 12.22M Avg daily vol (3M) 13.89M

Every disclosed holder of LUMN 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 LUMN

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)	628	728,551,512	70.63%	Yes
Insiders (Forms 3, 4, 5)	21	29,278,363	2.84%	Yes
13D/G-only blocks	1	55,000,000	5.33%	Yes
Remaining	—	218,615,529	21.20%	Rest
Registered funds (N-PORT, not summed)	361	366,510,628	35.53%	No

Shares outstanding: 1,031,445,404, the issuer's latest cover-page count restated onto today's split basis.

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 LUMN

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	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	142,261,845	13.79%	+4,796,141	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	47,061,267	4.56%	0	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	24,974,016	2.42%	+1,653,815	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	9,110,771	0.88%	+8,159,485	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,488,149	0.44%	-577,059	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,830,312	0.37%	+166,835	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	61,471,506	5.96%	-648,403	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Dan Hagan 13G CIK 1815075 · Unknown · Sep 9, 2024	55,000,000	5.33%	—	Sep 9, 2024
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	48,003,189	4.65%	+1,990,860	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	8,696,939	0.84%	+149,701	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,715,646	0.26%	-2,322	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S&P(R) Telecom ETF Fund S000012323 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,606,355	0.25%	+507,359	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,448,244	0.24%	+208,276	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	335,400	0.03%	+4,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	45,326,716	4.39%	+13,914,796	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Fidelity Growth Company Fund Fund S000007119 · Registered fund · Aug 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	12,426,991	1.20%	+906,787	Aug 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
5.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	10,636,136	1.03%	+1,198,604	Jul 31, 2026	Fidelity Salem Street Trust, not summed
5.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	4,610,922	0.45%	-252,440	Aug 31, 2026	Fidelity Concord Street Trust, not summed
5.4	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	4,397,543	0.43%	+1,159,457	Jun 30, 2026	Fidelity Covington Trust, not summed
5.5	Fidelity Growth Company K6 Fund Fund S000065696 · Registered fund · Aug 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	3,439,731	0.33%	+318,413	Aug 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	42,038,158	4.08%	+406,949	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	29,423,240	2.85%	+32,734	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	24,824,381	2.41%	+1,956,800	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	21,273,223	2.06%	+15,939	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	17,493,715	1.70%	+2,459,602	Jun 30, 2026	carried, not yet filed for the newest quarter
11	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	16,979,054	1.65%	-5,564,891	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	401,313	0.04%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
11.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	212,090	0.02%	+23,413	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
11.3	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	102,824	0.01%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
11.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	38,279	0.00%	0	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
11.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	32,493	0.00%	+135	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,969,245	1.55%	-1,206,323	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	4,499,859	0.44%	-36,432	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
12.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	4,381,931	0.42%	-737,047	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
12.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	2,364,184	0.23%	+271,485	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
12.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	2,119,682	0.21%	-403,322	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
12.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	580,465	0.06%	+23,985	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,609,695	1.42%	-384,945	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	3,366,359	0.33%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	2,907,924	0.28%	+162,946	Jul 31, 2026	Dimensional ETF Trust, not summed
13.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,585,498	0.15%	-4,073	Jul 31, 2026	Dimensional ETF Trust, not summed
13.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	697,180	0.07%	-142,967	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	672,505	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	12,252,179	1.19%	+6,310,624	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	Johnson Kathleen E Insider CIK 1831269 · Aug 6, 2026 Director, President & CEO, issuer-wide	12,215,666	1.18%	+100,000	Aug 6, 2026	Director, President & CEO, issuer-wide
16	Front Street Capital Management, Inc. 13F CIK 1683182 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	12,171,321	1.18%	-422,206	Jun 30, 2026	carried, not yet filed for the newest quarter
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	12,022,512	1.17%	+131,825	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	2,276	0.00%	+1,394	Jul 31, 2026	E Trade Trust, not summed
18	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	11,331,679	1.10%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,152,073	1.08%	+548,581	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	492,165	0.05%	+47,952	Jun 30, 2026	Northern Funds, not summed
19.2	FlexShares STOXX Global Broad Infrastructure Index Fund Fund S000042071 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	396,030	0.04%	+8,126	Jul 31, 2026	FlexShares Trust, not summed
19.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	189,644	0.02%	+9,310	Jul 31, 2026	FlexShares Trust, not summed
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	10,871,392	1.05%	+336,651	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	10,489,367	1.02%	+4,886,999	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	158,492	0.02%	+2,516	Jul 31, 2026	BNY Mellon ETF Trust, not summed
22	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,142,312	0.98%	-2,630,411	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	358,541	0.03%	-36,089	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
22.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	268,234	0.03%	-123,564	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
22.3	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	107,652	0.01%	-872	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
23	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	10,074,316	0.98%	+1,585,083	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	PIMCO RAE US Fund Fund S000048956 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	1,439,009	0.14%	-180,243	Jun 30, 2026	PIMCO Equity Series, not summed
23.2	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	937,847	0.09%	—	Jun 30, 2026	PIMCO Equity Series, not summed
23.3	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	30,458	0.00%	+842	Jun 30, 2026	PIMCO Equity Series, not summed
23.4	PIMCO RAFI ESG U.S. ETF Fund S000066985 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	27,264	0.00%	-300	Jun 30, 2026	PIMCO Equity Series, not summed
24	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,819,582	0.95%	+663,148	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	6,631,935	0.64%	+1,347,000	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.2	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	2,075,364	0.20%	+415,187	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
24.3	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	808,071	0.08%	-11,558	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.4	Invesco S&P SmallCap Utilities & Communication Services ETF Fund S000028295 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	162,982	0.02%	+5,104	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
24.5	Invesco RAFI Strategic US ETF Fund S000062831 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	96,762	0.01%	+7,185	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
25	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	9,685,625	0.94%	+919,605	Jun 30, 2026	carried, not yet filed for the newest quarter
26	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,170,870	0.89%	-549,697	Jun 30, 2026	carried, not yet filed for the newest quarter
27	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,622,421	0.84%	-13,848,837	Jun 30, 2026	carried, not yet filed for the newest quarter
28	First Trust Cloud Computing ETF Fund S000033237 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund II, not summed	8,086,575	0.78%	-2,122,660	Jun 30, 2026	First Trust Exchange-Traded Fund II, not summed
29	CapWealth Advisors, LLC 13F CIK 1531809 · Registered investment adviser · Sep 30, 2026	6,949,193	0.67%	-172,224	Sep 30, 2026
30	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,873,814	0.67%	+1,522,113	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	2,053,870	0.20%	-40,660	Jul 31, 2026	TIAA-CREF Funds, not summed
30.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	1,268,949	0.12%	+139,444	Jul 31, 2026	TIAA-CREF Funds, not summed
30.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	960,520	0.09%	+350,351	Jun 30, 2026	College Retirement Equities Fund, not summed
30.4	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	922,594	0.09%	+454,792	Jul 31, 2026	NuShares ETF Trust, not summed
30.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	814,507	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
31	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,279,551	0.61%	-233,184	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	6,043,952	0.59%	-306,187	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
33	Curi Capital, LLC 13F CIK 1332905 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,872,238	0.57%	+22	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Stansbury Christopher Insider CIK 1674266 · Mar 1, 2026 EVP and CFO, issuer-wide	5,729,850	0.56%	-62,368	Mar 1, 2026	EVP and CFO, issuer-wide
35	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	5,574,874	0.54%	+672,672	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
36	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,502,721	0.53%	-342,150	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13F CIK 1021642 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,474,299	0.53%	+173,734	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Saratoga Small Capitalization Portfolio Fund S000010891 · Registered fund · May 31, 2026 SARATOGA ADVANTAGE TRUST, not summed	4,264	0.00%	—	May 31, 2026	SARATOGA ADVANTAGE TRUST, not summed
38	GENDELL JEFFREY L 13F CIK 1056581 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,986,216	0.48%	+225,000	Jun 30, 2026	carried, not yet filed for the newest quarter
39	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,777,625	0.46%	-3,176,681	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,768,913	0.46%	+4,618,090	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	832,502	0.08%	—	Jun 30, 2026	Victory Portfolios, not summed
40.2	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	266,408	0.03%	—	Jun 30, 2026	Victory Portfolios, not summed
40.3	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	136,082	0.01%	—	Jul 31, 2026	Victory Portfolios III, not summed
40.4	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	109,400	0.01%	+1,721	Jul 31, 2026	Victory Portfolios III, not summed
41	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,581,685	0.44%	-30,064	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	698,379	0.07%	-43,319	Jul 31, 2026	Principal Funds, Inc, not summed
41.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	666,463	0.06%	-30,907	Jul 31, 2026	Principal Funds, Inc, not summed
42	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,477,167	0.43%	+751,397	Jun 30, 2026	carried, not yet filed for the newest quarter
43	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,257,839	0.41%	+2,811,652	Jun 30, 2026	carried, not yet filed for the newest quarter
44	LM Asset Management Inc. 13F CIK 2057190 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,202,000	0.41%	-755,000	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Tarkio Fund Fund S000031478 · Registered fund · May 31, 2026 Clark Fork Trust, not summed	4,050,125	0.39%	0	May 31, 2026	Clark Fork Trust, not summed
46	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,551,176	0.34%	+541,035	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD COMMUNICATION SERVICES INDEX FUND Fund S000004443 · Registered fund · Aug 31, 2026 VANGUARD WORLD FUND, not summed	3,470,676	0.34%	-381,354	Aug 31, 2026	VANGUARD WORLD FUND, not summed
48	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · Aug 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	3,412,710	0.33%	+147,014	Aug 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
49	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,237,874	0.31%	-1,115,156	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,224,852	0.31%	-998,403	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 18926 CUSIP 550241103 13F (30d) 172 filings 162 filers Visit website Investor relations