LineageLINE

13F holders, Q1 2026 (March 31)
309holders +43
66new positions
27sold out
6famous investors
$32.73avg. 13F price*

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

0100200300400 Q3 2024: 206Q3 2024Q4 2024: 198Q4 2024Q1 2025: 235Q1 2025Q2 2025: 222Q2 2025Q3 2025: 242Q3 2025Q4 2025: 266Q4 2025Q1 2026: 309Q1 2026Q2 2026: 327Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions66$77.6M
Exits27$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.