LZB · La-Z-Boy Inc · Shareholders & Ownership

$29.17 -0.08 (-0.27%) At close · Oct 20

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.17B

40.05M

Volume · Oct 20 513.44K Avg daily vol (3M) 667.32K

Every disclosed holder of LZB 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 LZB

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)	265	40,569,912	101.29%	Yes
Insiders (Forms 3, 4, 5)	19	928,781	2.32%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,445,922	-3.61%	Negative
Registered funds (N-PORT, not summed)	297	24,152,832	60.30%	No

Shares outstanding: 40,052,771, 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 LZB

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	6,618,524	16.52%	+196,575	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	2,466,093	6.16%	-8,755	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,057,217	2.64%	+44,139	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	382,688	0.96%	+26,922	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	352,361	0.88%	-50,458	Jun 30, 2026	iShares Trust, not summed
1.5	iShares U.S. Home Construction ETF Fund S000009415 · Registered fund · Jun 30, 2026 iShares Trust, not summed	195,862	0.49%	-23,366	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	2,999,232	7.49%	+259,669	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,705,433	6.75%	+11,178	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	623,348	1.56%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	330,425	0.83%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	286,948	0.72%	-1,743	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	266,624	0.67%	+7,328	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	182,407	0.46%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,842,119	4.60%	+9,512	Jun 30, 2026	carried, not yet filed for the newest quarter
5	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,835,932	4.58%	+206,014	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,674,914	4.18%	+47,073	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	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	376,096	0.94%	+2,226	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	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	211,749	0.53%	-2,872	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	13,933	0.03%	-500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.4	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	10,438	0.03%	-337	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	9,324	0.02%	+120	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,540,557	3.85%	+34,375	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	45,300	0.11%	—	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
7.2	LSV U.S. Managed Volatility Fund Fund S000045798 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	2,500	0.01%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
8	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	1,485,801	3.71%	+159,534	May 31, 2026	American Century ETF Trust, not summed
9	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,399,255	3.49%	-272,295	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	838,608	2.09%	-121,357	Jul 31, 2026	Franklin Value Investors Trust, not summed
9.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	271,918	0.68%	-35,958	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
9.3	Franklin U.S. Small Cap Multifactor Index ETF Fund S000057202 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	2,814	0.01%	-90	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,300,304	3.25%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,101,197	2.75%	-68,898	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,047,135	2.61%	+38,969	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	937,728	2.34%	-6,207	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	913,305	2.28%	+228,737	Jun 30, 2026	carried, not yet filed for the newest quarter
15	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	872,973	2.18%	+225,200	Jun 30, 2026	Capitol Series Trust, not summed
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	710,171	1.77%	-50,239	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	265,771	0.66%	-54,150	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	199,216	0.50%	-2,032	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	98,890	0.25%	+7,730	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	65,531	0.16%	-5,372	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	26,329	0.07%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	660,908	1.65%	-94,359	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	455,041	1.14%	-81,359	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
18	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	656,030	1.64%	+105,250	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Brown Advisory Small-Cap Fundamental Value Fund Fund S000038484 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	273,748	0.68%	-4,836	Jun 30, 2026	Brown Advisory Funds, not summed
18.2	Brown Advisory Sustainable Small-Cap Core Fund Fund S000072895 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	31,513	0.08%	—	Jun 30, 2026	Brown Advisory Funds, not summed
19	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	597,777	1.49%	+5,937	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	594,528	1.48%	-6,508	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	535,727	1.34%	+278,260	Jun 30, 2026	carried, not yet filed for the newest quarter
22	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	515,534	1.29%	+73,523	Jun 30, 2026	carried, not yet filed for the newest quarter
23	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	486,324	1.21%	-258,157	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	223,336	0.56%	-55,833	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
24	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	486,278	1.21%	-55,370	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	98	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	475,102	1.19%	+18,833	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	20,614	0.05%	+1,735	Jun 30, 2026	Northern Funds, not summed
25.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,162	0.02%	-1,230	Jul 31, 2026	FlexShares Trust, not summed
25.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,892	0.01%	-168	Jun 30, 2026	Northern Funds, not summed
25.4	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,798	0.01%	0	Jun 30, 2026	Northern Funds, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	470,372	1.17%	+11,450	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	452,165	1.13%	+36,060	Jun 30, 2026	carried, not yet filed for the newest quarter
28	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	432,342	1.08%	+2,213	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	427,657	1.07%	+1,401	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	427,435	1.07%	0	Jun 30, 2026	Bridge Builder Trust, not summed
31	Whittington Melinda D Insider CIK 1595034 · Jun 28, 2026 Director, President & CEO, issuer-wide	393,984	0.98%	-9,757	Jun 28, 2026	Director, President & CEO, issuer-wide
32	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	376,528	0.94%	+14,790	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	89,781	0.22%	-3,811	May 31, 2026	Goldman Sachs Trust, not summed
32.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	19,708	0.05%	-2,022	May 31, 2026	Goldman Sachs ETF Trust, not summed
32.3	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	18,189	0.05%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
32.4	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	8,702	0.02%	-736	Jul 31, 2026	Goldman Sachs Trust II, not summed
32.5	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	5,688	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
33	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	367,985	0.92%	-837	Jun 30, 2026	carried, not yet filed for the newest quarter
34	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	365,000	0.91%	+141,400	Jun 30, 2026	carried, not yet filed for the newest quarter
35	GLENMEDE TRUST CO NA 13F CIK 314949 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	307,090	0.77%	+60,134	Jun 30, 2026	carried, not yet filed for the newest quarter
36	ArchPoint Investors 13F CIK 1483472 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	277,796	0.69%	-75,200	Jun 30, 2026	carried, not yet filed for the newest quarter
37	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	274,123	0.68%	+130,517	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	272,482	0.68%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
39	Small Cap Equity Portfolio Fund S000006383 · Registered fund · Jul 31, 2026 GLENMEDE FUND INC, not summed	271,807	0.68%	+50,023	Jul 31, 2026	GLENMEDE FUND INC, not summed
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	271,532	0.68%	+4,067	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	270,606	0.68%	+19,729	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Nuveen Small Cap Value Fund Fund S000005570 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	106,906	0.27%	0	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
41.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	53,920	0.13%	+3,163	Jul 31, 2026	TIAA-CREF Funds, not summed
41.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	34,410	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
41.4	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	935	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
41.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	696	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
42	VANGUARD STRATEGIC SMALL-CAP EQUITY FUND Fund S000012432 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	238,509	0.60%	+142,308	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
43	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	235,854	0.59%	-10,806	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Loomis Sayles Small Cap Value Fund Fund S000006647 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS I, not summed	48,437	0.12%	-1,887	Jun 30, 2026	LOOMIS SAYLES FUNDS I, not summed
44	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	231,103	0.58%	+9,444	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	75,000	0.19%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
45	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	227,515	0.57%	-30,500	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	219,814	0.55%	-10,434	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	71,362	0.18%	+9,333	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
46.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	59,771	0.15%	-10,491	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
46.3	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	14,977	0.04%	+258	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
46.4	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	6,810	0.02%	+18	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
46.5	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	6,017	0.02%	-791	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
47	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	215,661	0.54%	+143,880	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	213,259	0.53%	+7,594	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
49	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	212,846	0.53%	-1,287	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Bridge Builder Large Cap Value Fund Fund S000048335 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	210,700	0.53%	0	Jun 30, 2026	Bridge Builder Trust, not summed

38 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 57131 CUSIP 505336107 13F (30d) 23 filings 23 filers Visit website Investor relations