LineageLINE
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 309 institutions reported holding Lineage Inc. (LINE) in their 13F filings, up 43 from Q4 2025. 66 opened new positions and 27 sold out. The largest holders were D1 Capital Partners ($242.5M), Vanguard Portfolio Management LLC ($186.7M) and BlackRock, Inc. ($161.2M). 6 famous investors held it, including Daniel Sundheim (2.2% of D1 Capital Partners's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Lineage Inc.
- CUSIP
- 53566V106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $77.6M |
| Exits | 27 | $141.9M |
All 13F filers, Q4 2025 → Q1 2026: 15,476,953 shares bought and 12,299,447 shares sold, net +3,177,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 309 holders
| D1 Capital Partners | 2.16% | No change | 7,402,229 | $242.5M |
| Vanguard Portfolio Management LLC | 0.01% | — | 5,700,077 | $186.7M |
| BlackRock, Inc. | 0.00% | Add +8.6% | 4,920,559 | $161.2M |
| Bank of America Corp. | 0.01% | Add +712.1% | 3,610,123 | $118.3M |
| Vanguard Capital Management LLC | 0.00% | — | 2,892,534 | $94.8M |
| Darlington Partners Capital Management, LP | 4.08% | Add +72.5% | 2,769,663 | $90.7M |
| AQR Capital Management | 0.04% | Add +102.4% | 2,692,234 | $86.1M |
| Baillie Gifford & Co. | 0.09% | Reduce -8.3% | 2,555,123 | $83.7M |
| HighTower Advisors, LLC | 0.07% | Add +213.4% | 2,155,271 | $70.6M |
| State Street Corp. | 0.00% | Reduce -2.4% | 1,969,669 | $65.6M |
| Geode Capital Management, LLC | 0.00% | Add +2.7% | 1,498,851 | $49.1M |
| UBS Group AG | 0.01% | Add +56.8% | 1,409,037 | $46.2M |
| Fuller & Thaler Asset Management, Inc. | 0.12% | Add +14.6% | 1,118,866 | $36.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +12.1% | 1,038,309 | $34.0M |
| GRS Advisors, LLC | 3.13% | Reduce -36.2% | 966,233 | $31.7M |
| Canada Pension Plan Investment Board | 0.02% | New | 954,248 | $31.3M |
| Morgan Stanley | 0.00% | Reduce -81.1% | 947,602 | $31.0M |
| Bank of New York Mellon Corp | 0.01% | Add +139.0% | 934,333 | $30.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +134.5% | 876,901 | $28.7M |
| Fairview Capital Investment Management, LLC | 1.49% | Add +5.8% | 836,508 | $27.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -7.5% | 801,315 | $26.3M |
| Villere St Denis J & Co. LLC | 2.62% | Reduce -3.9% | 707,925 | $23.2M |
| Qube Research & Technologies Ltd | 0.03% | Add +148.9% | 645,066 | $21.1M |
| Lunate Capital Ltd | 16.44% | No change | 600,000 | $19.7M |
| Citadel Advisors | 0.01% | Add +1466.5% | 480,155 | $15.7M |
| Centersquare Investment Management LLC | 0.16% | Reduce -12.7% | 463,820 | $15.2M |
| SG Americas Securities, LLC | 0.02% | Add +64.2% | 429,978 | $14.1M |
| Alberta Investment Management Corp | 0.09% | Add +127.8% | 418,900 | $13.7M |
| Long Pond Capital, LP | 1.38% | Add +123.2% | 410,971 | $13.5M |
| Legal & General Group Plc | 0.00% | Reduce -7.0% | 398,493 | $13.1M |
| Northern Trust Corp. | 0.00% | Add +1.7% | 387,765 | $12.7M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 364,888 | $12.0M |
| Millennium Management | 0.01% | Reduce -43.2% | 364,068 | $11.9M |
| Kennedy Capital Management LLC | 0.25% | Add +167.5% | 360,736 | $11.8M |
| Artisan Partners Limited Partnership | 0.02% | Add +11.7% | 329,491 | $10.8M |
| Susquehanna Portfolio Strategies, LLC | 0.15% | Add +2278.9% | 306,540 | $10.0M |
| GCM Grosvenor Holdings, LLC | 1.10% | No change | 302,079 | $9.9M |
| LMR Partners LLP | 0.12% | New | 299,486 | $9.8M |
| Renaissance Technologies | 0.01% | Reduce -21.9% | 292,700 | $9.6M |
| Invesco Ltd. | 0.00% | Add +9.2% | 239,531 | $7.8M |
| Gillson Capital LP | 0.59% | Add +75.0% | 218,800 | $7.2M |
| Boothbay Fund Management, LLC | 0.17% | Reduce -33.3% | 211,288 | $6.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +33.4% | 211,239 | $6.9M |
| Apollo Management Holdings, L.P. | 0.13% | Add +268.0% | 207,267 | $6.8M |
| Seven Grand Managers, LLC | 0.44% | No change | 200,000 | $6.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -58.3% | 193,570 | $6.3M |
| SCP Investment, LP | 6.53% | Reduce -33.3% | 180,000 | $5.9M |
| Raymond James Financial Inc. | 0.00% | Add +163.9% | 177,713 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +88.9% | 175,687 | $5.8M |
| HSBC Holdings PLC | 0.00% | Add +47.9% | 176,652 | $5.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.5% | 173,099 | $5.7M |
| CBRE Investment Management Listed Real Assets LLC | 0.08% | No change | 171,316 | $5.6M |
| Ieq Capital, LLC | 0.03% | Add +73.8% | 170,042 | $5.6M |
| APG Asset Management US Inc. | 0.04% | New | 169,598 | $5.6M |
| Caisse de depot et placement du Quebec | 0.01% | New | 165,258 | $5.4M |
| Citigroup Inc. | 0.00% | Add +16.3% | 163,255 | $5.3M |
| HRT Financial LP | 0.01% | Add +99.9% | 162,688 | $5.3M |
| Nuveen, LLC | 0.00% | Reduce -64.1% | 159,116 | $5.2M |
| Westwood Holdings Group Inc. | 0.04% | Add +50.0% | 150,314 | $4.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | No change | 139,412 | $4.6M |
| Swiss National Bank | 0.00% | No change | 135,400 | $4.4M |
| National Philanthropic Trust | 0.05% | No change | 133,628 | $4.4M |
| Bayberry Capital Partners LP | 1.44% | Reduce -57.6% | 133,000 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -57.0% | 135,677 | $4.3M |
| Empowered Funds, LLC | 0.03% | Add +81.0% | 124,148 | $4.1M |
| Brookfield Corp | 0.01% | New | 119,912 | $3.9M |
| Holocene Advisors, LP | 0.01% | Add +60.4% | 107,249 | $3.5M |
| Quantinno Capital Management LP | 0.01% | Add +122.2% | 104,661 | $3.4M |
| First Trust Advisors LP | 0.00% | Add +1328.8% | 103,602 | $3.4M |
| Public Employees Retirement System of Ohio | 0.01% | Add +119.6% | 102,960 | $3.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -13.9% | 100,625 | $3.3M |
| Ghisallo Capital Management LLC | 0.09% | No change | 100,100 | $3.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -53.8% | 99,939 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -27.9% | 92,463 | $3.0M |
| Creative Planning | 0.00% | Add +26.4% | 91,863 | $3.0M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +5.3% | 89,510 | $2.9M |
| Corient Private Wealth LP | 0.00% | Add +4.0% | 89,613 | $2.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 88,013 | $2.9M |
| Waterfall Asset Management, LLC | 2.47% | Reduce -20.4% | 83,600 | $2.7M |
| California State Teachers Retirement System | 0.00% | Add +23.1% | 80,157 | $2.6M |
| Pennington Partners & Co., LLC | 0.87% | Add +1.5% | 76,456 | $2.5M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -3.8% | 77,229 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 76,029 | $2.5M |
| Mariner, LLC | 0.00% | Add +242.2% | 75,190 | $2.5M |
| Becker Capital Management Inc. | 0.07% | Add +6.9% | 67,766 | $2.3M |
| XTX Topco Ltd | 0.04% | Add +190.0% | 68,198 | $2.2M |
| Rhumbline Advisers | 0.00% | Add +0.3% | 67,071 | $2.2M |
| MAI Capital Management | 0.01% | Add +1.6% | 66,924 | $2.2M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.16% | Reduce -3.4% | 65,495 | $2.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +16.1% | 64,454 | $2.1M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 63,176 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +234.7% | 62,155 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 61,326 | $2.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -1.1% | 61,214 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.9% | 59,925 | $2.0M |
| Evoke Wealth, LLC | 0.04% | Add +0.5% | 58,954 | $2.0M |
| Gotham Asset Management | 0.01% | Add +19.5% | 59,509 | $1.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 58,189 | $1.9M |
| Cwm, LLC | 0.00% | Add +107.8% | 55,363 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +122.0% | 54,441 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +15.6% | 51,673 | $1.7M |
| Border to Coast Pensions Partnership Ltd | 0.03% | New | 50,000 | $1.6M |
| STRS Ohio | 0.01% | Reduce -6.4% | 50,089 | $1.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +3.2% | 45,712 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -72.8% | 41,132 | $1.4M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +160.6% | 43,821 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | New | 43,298 | $1.4M |
| Penserra Capital Management LLC | 0.02% | Add +2.9% | 42,841 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 39,349 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +30.1% | 37,684 | $1.3M |
| Amundi | 0.00% | Add +4.1% | 38,283 | $1.3M |
| Renaissance Capital LLC | 0.90% | Reduce -25.0% | 33,708 | $1.2M |
| Lavaca Capital LLC | 0.23% | No change | 37,000 | $1.2M |
| Atom Investors LP | 0.09% | Add +97.7% | 36,519 | $1.2M |
| Deutsche Bank AG | 0.00% | Reduce -0.5% | 36,113 | $1.2M |
| Man Group plc | 0.00% | New | 35,592 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +1.1% | 35,225 | $1.2M |
| New York State Common Retirement Fund | 0.00% | Reduce -3.1% | 35,100 | $1.1M |
| Quinn Opportunity Partners LLC | 0.06% | No change | 34,872 | $1.1M |
| Janus Henderson Group PLC | 0.00% | Add +24.0% | 34,078 | $1.1M |
| Barclays PLC | 0.00% | Add +3.6% | 32,790 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +153.1% | 32,478 | $1.1M |
| IMC-Chicago, LLC | 0.02% | New | 32,312 | $1.1M |
| Treasurer of the State of North Carolina | 0.00% | Add +2.2% | 30,236 | $991K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -7.5% | 29,480 | $966K |
| Macquarie Group Ltd. | 0.01% | Reduce -32.2% | 26,125 | $856K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.9% | 25,465 | $834K |
| Paralel Advisors LLC | 0.03% | No change | 25,000 | $819K |
| Simplex Trading, LLC | 0.03% | Add +144.1% | 24,976 | $818K |
| Aberdeen Group plc | 0.00% | Reduce -2.6% | 24,863 | $815K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +6.3% | 25,311 | $808K |
| Handelsbanken Fonder AB | 0.00% | No change | 24,000 | $786K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -13.7% | 23,584 | $773K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +3.5% | 23,464 | $769K |
| Vanguard Global Advisers, LLC | 0.00% | — | 22,813 | $747K |
| Daiwa Securities Group Inc. | 0.00% | Add +3.2% | 22,591 | $740K |
| Sei Investments Co. | 0.00% | Add +41.3% | 21,733 | $712K |
| Ameriprise Financial Inc. | 0.00% | Add +127.0% | 21,458 | $703K |
| Employees Retirement System of Texas | 0.01% | No change | 21,077 | $690K |
| Captrust Financial Advisors | 0.00% | Add +63.3% | 20,790 | $681K |
| Natixis | 0.00% | Reduce -97.5% | 20,643 | $676K |
| Summer Road LLC | 0.47% | Add +1.1% | 20,409 | $669K |
| Van Eck Associates Corp. | 0.00% | Add +5.5% | 20,175 | $661K |
| GM Advisory Group, LLC | 0.03% | No change | 20,000 | $655K |
| Bessemer Group Inc. | 0.00% | Add +997150.0% | 19,945 | $653K |
| American Century Companies Inc. | 0.00% | Add +5.3% | 18,886 | $619K |
| Arizona State Retirement System | 0.00% | Reduce -1.6% | 18,811 | $616K |
| Sapient Capital LLC | 0.01% | Reduce -29.2% | 17,827 | $594K |
| Northwest & Ethical Investments L.P. | 0.01% | Reduce -3.8% | 18,073 | $592K |
| United Capital Financial Advisors, LLC | 0.00% | Add +133.0% | 17,957 | $588K |
| Fox Run Management, L.L.C. | 0.10% | New | 17,684 | $563K |
| KLP Kapitalforvaltning As | 0.00% | Add +3.7% | 16,900 | $561K |
| Cibc World Market Inc. | 0.00% | New | 16,572 | $543K |
| Mangrove Partners Im, LLC | 0.04% | New | 15,910 | $521K |
| Focus Partners Wealth | 0.00% | Add +104.5% | 15,652 | $514K |
| Blair William & Co. | 0.00% | Reduce -15.5% | 15,454 | $506K |
| Janney Montgomery Scott LLC | 0.00% | New | 15,177 | $497K |
| LDR Capital Management LLC | 0.96% | New | 15,054 | $493K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 15,000 | $491K |
| Pinebridge Investments LLC | 0.00% | New | 14,724 | $482K |
| UniSuper Management Pty Ltd | 0.00% | No change | 14,500 | $475K |
| Summit Trail Advisors, LLC | 0.01% | Add +17.9% | 14,287 | $468K |
| Brevan Howard Capital Management LP | 0.00% | New | 14,087 | $461K |
| Vestcor Inc | 0.01% | New | 13,484 | $442K |
| Merit Financial Group, LLC | 0.00% | New | 13,278 | $435K |
| Ballentine Partners, LLC | 0.01% | New | 13,188 | $432K |
| Machina Capital S.A.S. | 0.08% | New | 12,948 | $424K |
| Summit Financial, LLC | 0.01% | Add +0.5% | 12,565 | $418K |
| CIBC Bancorp USA Inc. | 0.00% | — | 12,705 | $416K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +12.3% | 12,695 | $416K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 12,172 | $399K |
| Engineers Gate Manager LP | 0.00% | Reduce -72.0% | 12,006 | $393K |
| Jefferies Financial Group Inc. | 0.01% | New | 11,941 | $391K |
| Farther Finance Advisors, LLC | 0.00% | Add +2940.6% | 11,919 | $391K |
| Brighton Jones LLC | 0.01% | New | 11,898 | $390K |
| IFM Investors Pty Ltd | 0.00% | No change | 11,510 | $377K |
| Gsa Capital Partners LLP | 0.02% | Add +17.6% | 11,205 | $367K |
| NEOS Investment Management LLC | 0.00% | Add +37.0% | 10,998 | $360K |
| Vanderbilt University | 0.07% | Add +4.1% | 10,925 | $358K |
| M&T Bank Corp | 0.00% | Add +29.9% | 10,783 | $353K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 10,763 | $353K |
| Caxton Associates LLP | 0.01% | New | 10,334 | $339K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -51.3% | 9,854 | $333K |
| EntryPoint Capital, LLC | 0.10% | New | 9,980 | $327K |
| FMR LLC | 0.00% | Add +66.2% | 9,944 | $326K |
| Perkins Coie Trust Co | 0.06% | No change | 9,868 | $323K |
| Pictet Asset Management Holding SA | 0.00% | Add +16.7% | 9,857 | $323K |
| SummitTX Capital, L.P. | 0.01% | New | 9,700 | $318K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 9,568 | $313K |
| Bank of Montreal | 0.00% | Add +24.1% | 51,726 | $310K |
| Swiss Life Asset Management Ltd | 0.00% | New | 7,810 | $309K |
| Dynamic Technology Lab Private Ltd | 0.05% | Reduce -54.0% | 9,239 | $303K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +3.9% | 9,124 | $299K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -20.3% | 9,095 | $298K |
| Pallas Capital Advisors LLC | 0.01% | New | 8,874 | $291K |
| Wedmont Private Capital | 0.01% | New | 8,260 | $284K |
| Lombard Odier Asset Management (USA) Corp | 0.20% | Add +14.4% | 8,000 | $262K |
| Victory Capital Management Inc. | 0.00% | Reduce -2.0% | 7,936 | $260K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,653 | $251K |
| Bull Harbor Capital LLC | 0.06% | — | 7,140 | $234K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 7,139 | $234K |
| Caitong International Asset Management Co., Ltd | 0.04% | Add +247.1% | 7,085 | $232K |
| CIBC Asset Management Inc | 0.00% | No change | 7,064 | $231K |
| Evergreen Capital Management LLC | 0.01% | New | 6,890 | $229K |
| Entropy Technologies, LP | 0.01% | New | 6,964 | $228K |
| Evolve Private Wealth, LLC | 0.01% | New | 6,881 | $225K |
| State of Wisconsin Investment Board | 0.00% | New | 6,713 | $220K |
| Kovack Advisors, Inc. | 0.01% | Add +0.1% | 6,570 | $215K |
| Dark Forest Capital Management LP | 0.02% | New | 6,422 | $210K |
| Wells Fargo & Company | 0.00% | Add +73.0% | 5,798 | $190K |
| Rothschild Investment LLC | 0.01% | Add +492.1% | 4,358 | $143K |
| Lasalle Investment Management Securities LLC | 0.00% | Reduce -46.9% | 3,577 | $117K |
| Freestone Grove Partners LP | 0.00% | New | 3,517 | $115K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +153.8% | 3,508 | $115K |
| US Bancorp \de | 0.00% | Add +20.2% | 3,450 | $113K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +301.1% | 3,064 | $100K |
| Essential Partners LLC | 0.03% | Add +80.8% | 2,933 | $96K |
| MetLife Investment Management, LLC | 0.00% | Add +1.0% | 2,771 | $91K |
| Allworth Financial LP | 0.00% | Add +184.8% | 2,677 | $88K |
| KBC Group NV | 0.00% | No change | 2,629 | $86K |
| Exchange Traded Concepts, LLC | 0.00% | Add +75.2% | 2,500 | $82K |
| Sterling Capital Management LLC | 0.00% | Reduce -43.3% | 2,370 | $78K |
| Quantbot Technologies LP | 0.00% | Reduce -86.7% | 2,360 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +22250.0% | 2,235 | $73K |
| First Pacific Financial | 0.01% | Reduce -60.0% | 2,116 | $69K |
| Spirit of America Management Corp. | 0.01% | No change | 2,100 | $69K |
| Caitlin John, LLC | 0.04% | Add +37.2% | 2,067 | $68K |
| FIL Ltd | 0.00% | Reduce -31.9% | 1,986 | $65K |
| Parallel Advisors, LLC | 0.00% | Add +172.7% | 1,650 | $54K |
| Walleye Trading LLC | 0.00% | New | 1,582 | $52K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -29.7% | 1,410 | $46K |
| Royal Bank of Canada | 0.00% | Reduce -99.7% | 1,397 | $46K |
| Arax Advisory Partners | 0.00% | New | 1,345 | $44K |
| Global X Japan Co., Ltd. | 0.00% | Add +4.0% | 1,283 | $42K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -8.7% | 1,038 | $34K |
| IFP Advisors, Inc | 0.00% | Add +101.6% | 996 | $33K |
| Versant Capital Management, Inc | 0.00% | Add +276.3% | 967 | $32K |
| Group One Trading LLC | 0.00% | Add +413.9% | 776 | $25K |
| Chilton Capital Management LLC | 0.00% | No change | 722 | $24K |
| Jones Financial Companies LLLP | 0.00% | Reduce -20.5% | 660 | $21K |
| True Wealth Design, LLC | 0.01% | Add +270.4% | 626 | $21K |
| Blue Trust, Inc. | 0.00% | Add +61.7% | 621 | $20K |
| Root Financial Partners, LLC | 0.00% | New | 599 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 582 | $19K |
| PNC Financial Services Group, Inc. | 0.00% | Add +33.1% | 567 | $19K |
| Aew Capital Management L P | 0.00% | Reduce -54.2% | 550 | $18K |
| Founders Capital Management | 0.01% | No change | 400 | $13K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 365 | $12K |
| Quent Capital, LLC | 0.00% | Add +26.6% | 357 | $12K |
| Rossby Financial, LCC | 0.00% | Add +0.7% | 309 | $10K |
| LRI Investments, LLC | 0.00% | Add +132.8% | 305 | $10K |
| Quadrant Capital Group LLC | 0.00% | Reduce -39.6% | 305 | $10K |
| Signaturefd, LLC | 0.00% | Reduce -75.9% | 302 | $10K |
| Costello Asset Management, INC | 0.00% | No change | 300 | $10K |
| Atwood & Palmer Inc. | 0.00% | No change | 300 | $10K |
| Clearstead Trust, LLC | 0.00% | Add +201.1% | 283 | $9K |
| Fairman Group, LLC | 0.01% | New | 230 | $8K |
| GAMMA Investing LLC | 0.00% | Add +62.8% | 210 | $7K |
| SJS Investment Consulting Inc. | 0.00% | Add +684.0% | 196 | $6K |
| Activest Wealth Management | 0.00% | Add +273.1% | 194 | $6K |
| Covestor Ltd | 0.00% | Add +7.1% | 196 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Add +432.1% | 149 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | New | 145 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 130 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.9% | 107 | $3K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 90 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 86 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 84 | $3K |
| Assetmark, Inc. | 0.00% | No change | 69 | $2K |
| Red Tortoise LLC | 0.00% | No change | 65 | $2K |
| CX Institutional | 0.00% | New | 52 | $2K |
| Larson Financial Group LLC | 0.00% | New | 61 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 48 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 39 | $1K |
| UMB Bank, n.a. | 0.00% | New | 34 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Add +10.0% | 33 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -52.5% | 29 | $950 |
| SHP Wealth Management | 0.00% | New | 20 | $655 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +88.9% | 17 | $557 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 16 | $524 |
| Rialto Wealth Management, LLC | 0.00% | No change | 15 | $492 |
| NewEdge Advisors, LLC | 0.00% | New | 15 | $491 |
| Financial Consulate, Inc. | 0.00% | New | 14 | $459 |
| Bell Investment Advisors, Inc | 0.00% | No change | 14 | $459 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +366.7% | 14 | $459 |
| Cornerstone Financial Management LLC | 0.00% | New | 13 | $426 |
| GHP Investment Advisors, Inc. | 0.00% | New | 13 | $426 |
| Bogart Wealth, LLC | 0.00% | New | 13 | $426 |
| CoreCap Advisors, LLC | 0.00% | No change | 13 | $426 |
| Cromwell Holdings LLC | 0.00% | No change | 12 | $400 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +33.3% | 12 | $399 |
| MV Capital Management, Inc. | 0.00% | Reduce -47.6% | 11 | $361 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -64.3% | 10 | $328 |
| Creative Financial Designs Inc. | 0.00% | New | 10 | $328 |
| Quaker Wealth Management, LLC | 0.00% | New | 8 | $263 |
| American Capital Advisory, LLC | 0.00% | No change | 7 | $230 |
| Huntington National Bank | 0.00% | Reduce -65.0% | 7 | $229 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -63.2% | 7 | $229 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 6 | $197 |
| SouthState Bank Corp | 0.00% | Reduce -50.0% | 5 | $164 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 5 | $164 |
| Motco | 0.00% | No change | 5 | $164 |
| Dunhill Financial, LLC | 0.00% | No change | 4 | $135 |
| Stone House Investment Management, LLC | 0.00% | New | 3 | $98 |
| CVA Family Office, LLC | 0.00% | Reduce -91.9% | 3 | $98 |
| Hughes Financial Services, LLC | 0.00% | Add +200.0% | 3 | $98 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 2 | $66 |
| National Bank of Canada | 0.00% | New | 2 | $65 |
| Harbour Investments, Inc. | 0.00% | New | 1 | $33 |
"% of holder's portfolio" is LINE's weight in each manager's 13F, not the share of Lineage Inc. the manager owns.