LZB · La-Z-Boy 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 LZB by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 32.00% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 5.22% | 2,090,182 |
| Index ETFs | 26.78% | 10,725,033 |
| Active ETFs | 3.02% | 1,210,635 |
| Active funds | 21.13% | 8,462,936 |
| Unclassified | 4.28% | 1,714,843 |
| All registered funds | 60.43% | 24,203,629 |
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 LZB
313 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | IJR | 2,466,093 | $98,939,651 | 0.09% | Long | 2026-06-30 | |
| Avantis U.S. Small Cap Value ETF | AVUV | 1,485,801 | $55,836,402 | 0.21% | Long | 2026-05-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 1,300,304 | $52,168,196 | 0.00% | Long | 2026-06-30 | |
| iShares Russell 2000 ETF | IWM | 1,057,217 | $42,415,546 | 0.05% | Long | 2026-06-30 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 937,728 | $37,621,647 | 0.02% | Long | 2026-06-30 | |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY | — | 872,973 | $35,023,677 | 0.28% | Long | 2026-06-30 | |
| Franklin Small Cap Value Fund | — | 838,608 | $33,024,383 | 0.77% | Long | 2026-07-31 | |
| U.S. SMALL CAP VALUE PORTFOLIO | DFSVX | 623,348 | $24,547,444 | 0.13% | Long | 2026-07-31 | |
| VANGUARD SMALL-CAP VALUE INDEX FUND | — | 594,528 | $23,852,463 | 0.04% | Long | 2026-06-30 | |
| Nomura Small Cap Core Fund | — | 573,985 | $21,570,356 | 0.39% | Long | 2026-05-29 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 470,372 | $18,871,325 | 0.02% | Long | 2026-06-30 | |
| Allspring Special Small Cap Value Fund | — | 455,041 | $18,256,245 | 0.62% | Long | 2026-06-30 | |
| Fidelity Small Cap Index Fund | FSSNX | 444,824 | $17,517,169 | 0.05% | Long | 2026-07-31 | |
| Bridge Builder Small/Mid Cap Value Fund | BBVSX | 427,435 | $17,148,692 | 0.16% | Long | 2026-06-30 | |
| iShares Russell 2000 Value ETF | IWN | 382,688 | $15,353,443 | 0.11% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | SPSM | 376,096 | $15,088,972 | 0.09% | Long | 2026-06-30 | |
| iShares S&P Small-Cap 600 Value ETF | IJS | 352,361 | $14,136,723 | 0.18% | Long | 2026-06-30 | |
| U.S. Targeted Value Portfolio | DFFVX | 330,425 | $13,012,137 | 0.08% | Long | 2026-07-31 | |
| Dimensional U.S. Targeted Value ETF | DFAT | 286,948 | $11,300,012 | 0.08% | Long | 2026-07-31 | |
| Brown Advisory Small-Cap Fundamental Value Fund | — | 273,748 | $10,982,770 | 0.89% | Long | 2026-06-30 | |
| VANGUARD TAX-MANAGED SMALL-CAP FUND | — | 272,482 | $10,931,978 | 0.10% | Long | 2026-06-30 | |
| Franklin Small Cap Value VIP Fund | — | 271,918 | $10,909,350 | 0.83% | Long | 2026-06-30 | |
| Small Cap Equity Portfolio | — | 271,807 | $10,703,760 | 1.03% | Long | 2026-07-31 | |
| Dimensional US Small Cap Value ETF | DFSV | 266,624 | $10,499,653 | 0.13% | Long | 2026-07-31 | |
| Schwab Fundamental U.S. Small Company ETF | FNDA | 265,771 | $9,987,674 | 0.11% | Long | 2026-05-31 | |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND | VSTCX | 238,509 | $9,568,981 | 0.31% | Long | 2026-06-30 | |
| William Blair Small Cap Value Fund | — | 223,336 | $8,960,240 | 0.85% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | SLYV | 211,749 | $8,495,370 | 0.18% | Long | 2026-06-30 | |
| Bridge Builder Large Cap Value Fund | BBVLX | 210,700 | $8,453,284 | 0.03% | Long | 2026-06-30 | |
| Fidelity Extended Market Index Fund | FSMAX | 213,816 | $8,035,205 | 0.02% | Long | 2026-05-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 213,259 | $8,014,273 | 0.05% | Long | 2026-05-31 | |
| iShares U.S. Home Construction ETF | ITB | 195,862 | $7,857,983 | 0.30% | Long | 2026-06-30 | |
| Nicholas Limited Edition, Inc. | — | 196,866 | $7,752,583 | 2.24% | Long | 2026-07-31 | |
| Schwab U.S. Small-Cap ETF | SCHA | 199,216 | $7,486,537 | 0.03% | Long | 2026-05-31 | |
| U.S. SMALL CAP PORTFOLIO | DFSTX | 182,407 | $7,183,188 | 0.04% | Long | 2026-07-31 | |
| Victory Market Neutral Income Fund | — | 177,443 | $7,119,013 | 0.22% | Long | 2026-06-30 | |
| U.S. MICRO CAP PORTFOLIO | DFSCX | 168,176 | $6,622,771 | 0.08% | Long | 2026-07-31 | |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | — | 164,863 | $6,492,305 | 0.01% | Long | 2026-07-31 | |
| EA Bridgeway Omni Small-Cap Value ETF | BSVO | 156,103 | $6,262,852 | 0.26% | Long | 2026-06-30 | |
| Pacer US Small Cap Cash Cows 100 ETF | CALF | 143,658 | $5,657,252 | 0.15% | Long | 2026-07-31 | |
| Dimensional U.S. Small Cap ETF | DFAS | 137,973 | $5,433,377 | 0.04% | Long | 2026-07-31 | |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | — | 142,529 | $5,356,240 | 0.09% | Long | 2026-05-31 | |
| 1290 VT GAMCO Small Company Value Portfolio | — | 133,000 | $5,335,960 | 0.12% | Long | 2026-06-30 | |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND | — | 139,707 | $5,250,189 | 0.08% | Long | 2026-05-31 | |
| Brighthouse Small Cap Value Portfolio | — | 115,687 | $4,641,362 | 0.63% | Long | 2026-06-30 | |
| WisdomTree U.S. SmallCap Dividend Fund | DES | 110,440 | $4,430,853 | 0.20% | Long | 2026-06-30 | |
| First Trust Small Cap Core AlphaDEX Fund | FYX | 108,716 | $4,281,236 | 0.31% | Long | 2026-07-31 | |
| JPMorgan Small Cap Blend Fund | — | 106,048 | $4,254,646 | 0.25% | Long | 2026-06-30 | |
| Nuveen Small Cap Value Fund | — | 106,906 | $4,209,958 | 1.47% | Long | 2026-07-31 | |
| Dimensional U.S. Core Equity 2 ETF | DFAC | 105,680 | $4,161,678 | 0.01% | Long | 2026-07-31 |