LXP · LXP Industrial Trust · Shareholders & Ownership

$61.11 +0.02 (+0.02%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.60B

58.96M

Volume · Oct 22 669.74K Avg daily vol (3M) 846.78K

Every disclosed holder of LXP 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 LXP

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)	323	56,192,620	95.31%	Yes
Insiders (Forms 3, 4, 5)	15	1,739,834	2.95%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,024,810	1.74%	Rest
Registered funds (N-PORT, not summed)	315	27,951,803	47.41%	No

Shares outstanding: 58,957,264, 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 LXP

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	10,917,014	18.52%	+629,483	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	3,551,989	6.02%	-6,802	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,511,288	2.56%	+72,245	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	560,780	0.95%	+56,027	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	280,557	0.48%	+9,967	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	238,572	0.40%	-32,587	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	5,932,755	10.06%	-4,533	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,354,517	5.69%	+59,322	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	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	542,575	0.92%	+8,218	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	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	174,985	0.30%	+9,841	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	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	143,131	0.24%	-1,320	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	102,181	0.17%	-4,532	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF Fund S000021764 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	43,135	0.07%	+204	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,555,145	4.33%	-6,139	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	2,246,909	3.81%	+48,927	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
6	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,132,180	3.62%	+2,132,180	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	725,746	1.23%	-33,400	May 29, 2026	Delaware Group Equity Funds V, not summed
6.2	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	656,510	1.11%	-61,118	May 29, 2026	Delaware Group Equity Funds V, not summed
6.3	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	370,910	0.63%	-9,200	Jun 30, 2026	Delaware VIP Trust, not summed
6.4	Nomura Real Estate Securities Fund Fund S000024830 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	20,130	0.03%	+432	Jun 30, 2026	IVY FUNDS, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,779,353	3.02%	-21,071	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	CENTERSQUARE INVESTMENT MANAGEMENT LLC 13F CIK 1725296 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,774,973	3.01%	+520,853	Jun 30, 2026	carried, not yet filed for the newest quarter
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,659,497	2.81%	+83,068	Jun 30, 2026	carried, not yet filed for the newest quarter
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,290,985	2.19%	+31,376	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	418,155	0.71%	+9,334	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	284,409	0.48%	-2,777	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	187,904	0.32%	-23,160	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10.4	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	142,944	0.24%	+15,004	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
10.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	50,927	0.09%	+864	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,285,995	2.18%	-9,449	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,183,707	2.01%	+66,853	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	FlexShares Global Quality Real Estate Index Fund Fund S000043008 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	30,940	0.05%	+3,094	Jul 31, 2026	FlexShares Trust, not summed
12.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	29,865	0.05%	+2,710	Jun 30, 2026	Northern Funds, not summed
12.3	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	24,570	0.04%	0	Jun 30, 2026	Northern Funds, not summed
12.4	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	22,783	0.04%	+3,420	Jun 30, 2026	Northern Funds, not summed
12.5	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,296	0.01%	-151	Jun 30, 2026	Northern Funds, not summed
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	876,811	1.49%	+1,564	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	220,235	0.37%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	199,839	0.34%	-112,453	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	112,918	0.19%	+5,917	Jul 31, 2026	Dimensional ETF Trust, not summed
13.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	78,374	0.13%	+4,727	Jul 31, 2026	Dimensional ETF Trust, not summed
14	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	865,965	1.47%	+75,886	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Nuveen Real Asset Income Fund Fund S000033768 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	207,189	0.35%	+25,646	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
14.2	Nuveen Small Cap Value Opportunities Fund Fund S000000606 · Registered fund · Jun 30, 2026 Nuveen Investment Trust, not summed	88,221	0.15%	+5,567	Jun 30, 2026	Nuveen Investment Trust, not summed
14.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	86,667	0.15%	+2,476	Jun 30, 2026	College Retirement Equities Fund, not summed
14.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	78,040	0.13%	+8,801	Jul 31, 2026	TIAA-CREF Funds, not summed
14.5	Nuveen Small Cap Value Fund Fund S000005570 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	71,015	0.12%	-16,667	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
15	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	857,579	1.45%	-302,044	Jun 30, 2026	carried, not yet filed for the newest quarter
16	LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 13F CIK 1085601 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	827,272	1.40%	-1,001,256	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	813,625	1.38%	-10,410	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	EGLIN T WILSON Insider CIK 1204626 · Jan 5, 2026 Director, Chairman, CEO and President, issuer-wide	806,072	1.37%	+72,193	Jan 5, 2026	Director, Chairman, CEO and President, issuer-wide
19	AEW CAPITAL MANAGEMENT L P 13F CIK 1046187 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	789,859	1.34%	+60,848	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	AEW Global Focused Real Estate Fund Fund S000008059 · Registered fund · Jul 31, 2026 Natixis Funds Trust IV, not summed	12,024	0.02%	-500	Jul 31, 2026	Natixis Funds Trust IV, not summed
20	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	683,126	1.16%	+19,728	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,332	0.00%	+193	Jul 31, 2026	BNY Mellon ETF Trust, not summed
21	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	676,509	1.15%	+676,509	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	675,534	1.15%	+18,570	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	662,709	1.12%	-154,526	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	653,131	1.11%	+19,085	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	419,048	0.71%	+85,164	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	95,809	0.16%	-9,329	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.3	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	46,306	0.08%	+1,615	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
24.4	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	39,343	0.07%	-1,023	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
24.5	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	13,469	0.02%	+8,628	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
25	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	642,277	1.09%	+57	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	615,105	1.04%	-66,532	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	164	0.00%	+115	Jul 31, 2026	E Trade Trust, not summed
27	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	555,351	0.94%	-284,268	Jun 30, 2026	carried, not yet filed for the newest quarter
28	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	535,000	0.91%	-5,000	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	492,968	0.84%	-175,075	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	183,000	0.31%	-11,173	Jun 30, 2026	Victory Portfolios, not summed
29.2	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	29,572	0.05%	-928	Jul 31, 2026	Victory Portfolios III, not summed
29.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	6,587	0.01%	+33	Jul 31, 2026	Victory Portfolios III, not summed
29.4	Victory Cornerstone Moderately Aggressive Fund Fund S000012926 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	3,662	0.01%	—	May 31, 2026	Victory Portfolios III, not summed
30	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	492,480	0.84%	-131,445	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	230,311	0.39%	-3,694	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
31	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	480,137	0.81%	-49,046	Jun 30, 2026	carried, not yet filed for the newest quarter
32	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	434,516	0.74%	+433,325	Jun 30, 2026	carried, not yet filed for the newest quarter
33	THE ARBITRAGE FUND Fund S000006440 · Registered fund · Aug 31, 2026 ARBITRAGE FUNDS, not summed	425,169	0.72%	—	Aug 31, 2026	ARBITRAGE FUNDS, not summed
34	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	423,416	0.72%	-23,927	Jun 30, 2026	carried, not yet filed for the newest quarter
35	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	413,830	0.70%	-96,055	Jun 30, 2026	carried, not yet filed for the newest quarter
36	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	413,694	0.70%	+59,973	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	405,934	0.69%	-31,261	Jun 30, 2026	carried, not yet filed for the newest quarter
38	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	404,409	0.69%	-193,248	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	649,229	1.10%	+67,258	Jul 31, 2026	Fidelity Salem Street Trust, not summed
38.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	308,440	0.52%	-1,538	May 31, 2026	Fidelity Concord Street Trust, not summed
38.3	Fidelity Real Estate Income Fund Fund S000007192 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	235,582	0.40%	-133,600	Jul 31, 2026	Fidelity Securities Fund, not summed
38.4	Fidelity Real Estate Index Fund Fund S000033639 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	123,638	0.21%	+839	Jul 31, 2026	Fidelity Salem Street Trust, not summed
38.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	114,762	0.19%	+4,915	May 31, 2026	Fidelity Concord Street Trust, not summed
39	Lighthouse Investment Partners, LLC 13F CIK 1600344 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	403,120	0.68%	-33,051	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	394,327	0.67%	+4,714	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	389,840	0.66%	+11,166	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	385,721	0.65%	-30,443	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	379,213	0.64%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
44	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	378,300	0.64%	+8,642	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	92,319	0.16%	+9,851	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
44.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	43,435	0.07%	-3,001	Jul 31, 2026	Principal Funds, Inc, not summed
44.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	3,900	0.01%	+1,997	Jul 31, 2026	Principal Funds, Inc, not summed
45	HEARTLAND ADVISORS INC 13F CIK 937394 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	363,350	0.62%	+131,950	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Heartland Value Fund Fund S000003523 · Registered fund · Jun 30, 2026 HEARTLAND GROUP INC., not summed	337,200	0.57%	+137,200	Jun 30, 2026	HEARTLAND GROUP INC., not summed
46	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	350,182	0.59%	+350,182	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Alberta Investment Management Corp 13F CIK 1463559 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	338,500	0.57%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	322,937	0.55%	-390,952	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	299,649	0.51%	+10,702	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
50	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	290,323	0.49%	-18,074	Jun 30, 2026	carried, not yet filed for the newest quarter

53 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 910108 CUSIP 529043408 13F (30d) 46 filings 43 filers Visit website Investor relations