LineageLINE

13F holders, Q2 2026 (June 30)
327holders +18
62new positions
44sold out
8famous investors
$43.29avg. 13F price*

At the end of Q2 2026, 327 institutions reported holding Lineage Inc. (LINE) in their 13F filings, up 18 from Q1 2026. 62 opened new positions and 44 sold out. The largest holders were Norges Bank ($601.9M), Vanguard Portfolio Management LLC ($248.0M) and BlackRock, Inc. ($227.5M). 8 famous investors held it, including Daniel Sundheim (0.6% of D1 Capital Partners's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions62$59.7M
Exits44$69.0M

All 13F filers, Q1 2026 → Q2 2026: 7,785,424 shares bought and 10,069,092 shares sold, net −2,283,668 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 327 holders

Norges Bank 0.06% — 13,917,122 $601.9M
Vanguard Portfolio Management LLC 0.01% Add +0.6% 5,734,672 $248.0M
BlackRock, Inc. 0.00% Add +6.9% 5,260,370 $227.5M
D1 Capital Partners 0.59% Reduce -36.0% 4,736,312 $204.8M
AQR Capital Management 0.07% Add +73.6% 4,673,227 $202.1M
Bank of America Corp. 0.01% Reduce -0.1% 3,607,975 $156.0M
Vanguard Capital Management LLC 0.00% Add +2.2% 2,956,421 $127.9M
HighTower Advisors, LLC 0.10% Add +6.1% 2,286,166 $98.9M
Baillie Gifford & Co. 0.09% Reduce -11.0% 2,274,996 $98.4M
State Street Corp. 0.00% Reduce -3.6% 1,899,057 $83.2M
Darlington Partners Capital Management, LP 2.93% Reduce -44.6% 1,533,843 $66.3M
Geode Capital Management, LLC 0.00% Reduce -6.6% 1,399,961 $60.6M
UBS Group AG 0.01% Reduce -15.0% 1,197,943 $51.8M
Charles Schwab Investment Management Inc. 0.01% Add +6.9% 1,110,367 $48.0M
Fuller & Thaler Asset Management, Inc. 0.13% Reduce -3.5% 1,080,091 $46.7M
Bank of New York Mellon Corp 0.01% Add +10.5% 1,032,098 $44.6M
Canada Pension Plan Investment Board 0.02% No change 954,248 $41.3M
Morgan Stanley 0.00% Add +0.0% 947,862 $41.0M
Dimensional Fund Advisors LP 0.01% Add +5.9% 928,659 $40.2M
Goldman Sachs Group Inc. 0.00% Add +431.7% 920,405 $39.8M
Fairview Capital Investment Management, LLC 1.82% Reduce -4.4% 799,518 $34.6M
GRS Advisors, LLC 2.91% Reduce -17.6% 795,907 $34.4M
Centersquare Investment Management LLC 0.25% Add +48.0% 686,236 $29.7M
Villere St Denis J & Co. LLC 3.27% Reduce -12.6% 618,495 $26.7M
Lunate Capital Ltd 13.24% No change 600,000 $25.9M
Balyasny Asset Management L.P. 0.04% New 503,615 $21.8M
T. Rowe Price Associates Inc. 0.00% Reduce -46.4% 429,203 $18.6M
Alberta Investment Management Corp 0.12% No change 418,900 $18.1M
Northern Trust Corp. 0.00% Add +3.9% 402,855 $17.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2845507.1% 398,385 $17.2M
Qube Research & Technologies Ltd 0.02% Reduce -42.1% 373,629 $16.2M
Vanguard Fiduciary Trust Co. 0.00% Add +1.5% 370,469 $16.0M
Apollo Management Holdings, L.P. 0.26% Add +75.1% 363,006 $15.7M
Kennedy Capital Management LLC 0.27% Reduce -1.5% 355,376 $15.4M
Citadel Advisors 0.01% Reduce -28.8% 341,681 $14.8M
Legal & General Group Plc 0.00% Reduce -20.7% 315,952 $13.7M
GCM Grosvenor Holdings, LLC 0.56% No change 302,079 $13.1M
Raymond James Financial Inc. 0.00% Add +66.4% 295,733 $12.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +63.9% 288,021 $12.1M
JPMorgan Chase & Co. 0.00% Add +86.5% 253,044 $11.5M
Ieq Capital, LLC 0.05% Add +49.8% 254,671 $11.0M
Invesco Ltd. 0.00% Add +4.2% 249,658 $10.8M
Ameriprise Financial Inc. 0.00% Add +1003.3% 236,749 $10.2M
Barclays PLC 0.00% Add +604.4% 230,986 $10.0M
Boothbay Fund Management, LLC 0.19% Add +6.1% 224,171 $9.7M
Susquehanna Portfolio Strategies, LLC 0.15% Reduce -28.5% 219,220 $9.5M
Rockefeller Capital Management L.P. 0.01% Add +2.6% 216,736 $9.4M
First Trust Advisors LP 0.01% Add +107.6% 215,096 $9.3M
Mariner, LLC 0.01% Add +175.5% 207,124 $9.0M
Russell Investments Group, Ltd. 0.01% Add +100.3% 185,229 $8.0M
Hudson Bay Capital Management LP 0.04% New 185,053 $8.0M
CBRE Investment Management Listed Real Assets LLC 0.10% No change 171,316 $7.4M
APG Asset Management US Inc. 0.05% No change 169,598 $7.4M
BNP Paribas Financial Markets 0.00% Reduce -13.2% 167,970 $7.3M
Bank of Montreal 0.00% Add +86.5% 96,459 $7.3M
Caisse de depot et placement du Quebec 0.01% No change 165,258 $7.1M
HSBC Holdings PLC 0.00% Reduce -18.0% 144,790 $6.3M
Gillson Capital LP 0.37% Reduce -34.4% 143,442 $6.2M
Cerity Partners LLC 0.01% Add +125.7% 140,309 $6.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% No change 139,412 $6.0M
Swiss National Bank 0.00% Add +1.0% 136,700 $5.9M
National Philanthropic Trust 0.08% No change 133,628 $5.8M
MAI Capital Management 0.02% Add +96.9% 131,797 $5.7M
Deutsche Bank AG 0.00% Add +264.1% 131,507 $5.7M
Empowered Funds, LLC 0.03% Add +4.0% 129,073 $5.6M
Creative Planning 0.00% Add +31.9% 121,162 $5.2M
Alliancebernstein L.P. 0.00% Add +267.3% 151,060 $4.9M
Pennington Partners & Co., LLC 1.56% Add +45.8% 111,449 $4.9M
Quantinno Capital Management LP 0.01% Add +1.3% 105,978 $4.6M
Public Employees Retirement System of Ohio 0.01% Reduce -2.5% 100,354 $4.3M
Nuveen, LLC 0.00% Reduce -39.4% 96,441 $4.2M
Nomura Asset Management Co. Ltd. 0.01% Add +1.9% 91,240 $3.9M
Bayberry Capital Partners LP 1.30% Reduce -34.6% 87,000 $3.8M
Citigroup Inc. 0.00% Reduce -48.2% 84,550 $3.7M
Uniplan Investment Counsel, Inc. 0.35% New 84,416 $3.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +30.6% 84,165 $3.6M
Mercer Global Advisors Inc. 0.00% Add +153.8% 82,412 $3.6M
Gotham Asset Management 0.01% Add +37.6% 81,861 $3.5M
Asset Management One Co., Ltd. 0.01% Add +3.6% 80,018 $3.5M
California State Teachers Retirement System 0.00% Reduce -1.8% 78,710 $3.4M
Teachers Retirement System of the State of Kentucky 0.02% No change 76,029 $3.3M
Oak Thistle LLC 0.29% New 69,446 $3.0M
Two Sigma Investments, LP 0.00% Reduce -34.4% 65,584 $2.8M
Becker Capital Management Inc. 0.08% Reduce -4.9% 64,440 $2.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +11.1% 64,620 $2.8M
Millennium Management 0.00% Reduce -82.3% 64,572 $2.8M
Vanguard Investments Australia, Ltd. 0.01% Reduce -0.0% 63,171 $2.7M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +2.3% 62,643 $2.7M
Rhumbline Advisers 0.00% Reduce -10.5% 60,026 $2.6M
Holocene Advisors, LP 0.01% Reduce -48.1% 55,628 $2.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -46.2% 54,139 $2.3M
Schonfeld Strategic Advisors LLC 0.01% Reduce -2.0% 53,357 $2.3M
Ghisallo Capital Management LLC 0.05% Reduce -50.0% 50,000 $2.2M
Belpointe Asset Management LLC 0.07% Add +15.3% 49,941 $2.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.14% Reduce -24.3% 49,568 $2.1M
Prudential Financial Inc. 0.00% New 47,988 $2.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +3.8% 47,458 $2.1M
FIL Ltd 0.00% Add +2269.8% 47,064 $2.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -16.0% 43,417 $1.9M
Squarepoint Ops LLC 0.00% New 41,921 $1.8M
Amundi 0.00% Add +7.3% 41,081 $1.8M
Renaissance Technologies 0.00% Reduce -86.0% 40,900 $1.8M
Captrust Financial Advisors 0.00% Add +94.0% 40,326 $1.7M
XTX Topco Ltd 0.02% Reduce -41.5% 39,931 $1.7M
Lavaca Capital LLC 0.18% Add +7.0% 39,606 $1.7M
PEAK6 LLC 0.04% New 37,693 $1.6M
Penserra Capital Management LLC 0.01% Reduce -12.2% 37,621 $1.6M
Vestmark Advisory Solutions, Inc. 0.02% Reduce -5.0% 37,392 $1.6M
Focus Partners Wealth 0.00% Add +128.7% 35,794 $1.5M
Cresset Asset Management, LLC 0.01% Reduce -6.9% 35,089 $1.5M
Renaissance Capital LLC 0.84% Add +5.0% 35,406 $1.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +19.6% 35,268 $1.5M
Dynasty Wealth Management, LLC 0.01% New 35,252 $1.5M
State of Alaska, Department of Revenue 0.01% Reduce -1.7% 34,640 $1.5M
New York State Common Retirement Fund 0.00% Reduce -1.4% 34,600 $1.5M
Entropy Technologies, LP 0.06% Add +361.6% 32,142 $1.4M
Police & Firemen's Retirement System of New Jersey 0.01% Add +191.6% 31,387 $1.4M
Osaic Holdings, Inc. 0.00% Add +20.6% 30,716 $1.3M
Macquarie Group Ltd. 0.01% Add +13.9% 29,745 $1.3M
Treasurer of the State of North Carolina 0.00% Reduce -2.2% 29,566 $1.3M
Aberdeen Group plc 0.00% Add +16.7% 29,022 $1.3M
Manufacturers Life Insurance Company, The 0.00% Add +17.4% 27,680 $1.2M
Jupiter Topco LLC 0.00% — 27,678 $1.2M
State of New Jersey Common Pension Fund D 0.00% New 27,593 $1.2M
Arax Advisory Partners 0.01% Add +1950.7% 27,582 $1.2M
Friedenthal Financial 0.54% New 26,917 $1.2M
Resona Asset Management Co.,Ltd. 0.01% Reduce -0.3% 25,238 $1.1M
Worldquant Millennium Advisors LLC 0.00% Reduce -41.0% 25,868 $1.1M
Inspire Investing, LLC 0.04% New 24,743 $1.1M
Handelsbanken Fonder AB 0.00% No change 24,000 $1.0M
Bridgefront Capital, LLC 0.27% New 23,288 $1.0M
Merit Financial Group, LLC 0.01% Add +67.0% 22,180 $959K
HRT Financial LP 0.00% Reduce -86.5% 22,045 $953K
Daiwa Securities Group Inc. 0.00% Reduce -4.0% 21,675 $937K
State Board of Administration of Florida Retirement System 0.00% Reduce -8.1% 21,574 $933K
Vanguard Global Advisers, LLC 0.00% Reduce -5.5% 21,554 $932K
Brighton Jones LLC 0.02% Add +80.2% 21,444 $927K
SG Americas Securities, LLC 0.00% Reduce -95.0% 21,429 $927K
Sei Investments Co. 0.00% Reduce -2.3% 21,236 $918K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -65.5% 21,185 $916K
Employees Retirement System of Texas 0.01% No change 21,077 $912K
Summer Road LLC 0.55% No change 20,409 $883K
Pinebridge Investments LLC 0.01% Add +37.0% 20,167 $872K
American Century Companies Inc. 0.00% Add +6.7% 20,149 $871K
Van Eck Associates Corp. 0.00% Reduce -1.9% 19,782 $856K
Arizona State Retirement System 0.00% Reduce -0.1% 18,797 $813K
Blair William & Co. 0.00% Add +18.6% 18,329 $793K
Janney Montgomery Scott LLC 0.00% Add +19.2% 18,093 $783K
Susquehanna International Group, LLP 0.00% Reduce -69.8% 18,083 $782K
Sapient Capital LLC 0.01% No change 17,827 $781K
Corient Private Wealth LP 0.00% Reduce -80.2% 17,760 $776K
Bleakley Financial Group, LLC 0.01% New 17,827 $771K
United Capital Financial Advisors, LLC 0.00% Reduce -2.8% 17,449 $755K
Tudor Investment Corporation 0.00% New 17,308 $749K
KLP Kapitalforvaltning As 0.00% No change 16,900 $739K
Magnetar Financial LLC 0.01% New 16,722 $723K
Cibc World Market Inc. 0.00% Add +0.8% 16,703 $722K
Mangrove Partners Im, LLC 0.05% No change 15,910 $688K
Simplex Trading, LLC 0.02% Reduce -37.1% 15,710 $679K
Rothschild Investment LLC 0.02% Add +252.5% 15,361 $664K
LDR Capital Management LLC 1.04% No change 15,054 $651K
Integrated Wealth Concepts LLC 0.00% Add +96.5% 15,039 $650K
Brown Brothers Harriman & Co. 0.00% No change 15,000 $649K
Graham Capital Management, L.P. 0.02% New 13,689 $592K
Vestcor Inc 0.01% No change 13,484 $583K
Dockside LLC 0.14% — 13,448 $582K
Federation des caisses Desjardins du Quebec 0.00% Add +4.9% 13,315 $576K
Ballentine Partners, LLC 0.01% Add +0.6% 13,266 $574K
Salomon & Ludwin, LLC 0.05% Add +2150.2% 13,096 $571K
Bull Harbor Capital LLC 0.11% Add +79.9% 12,845 $556K
Sigma Planning Corp 0.01% New 12,706 $550K
Summit Financial, LLC 0.01% Reduce -0.4% 12,510 $548K
Focus Partners Advisor Solutions, LLC 0.00% Add +76.5% 12,603 $545K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 12,172 $526K
NEOS Investment Management LLC 0.00% Add +9.8% 12,079 $522K
M&T Bank Corp 0.00% Add +11.1% 11,977 $518K
Pallas Capital Advisors LLC 0.02% Add +33.7% 11,866 $513K
IFM Investors Pty Ltd 0.00% Reduce -0.6% 11,440 $495K
FMR LLC 0.00% Add +13.5% 11,285 $488K
Krilogy Financial LLC 0.01% New 10,735 $464K
CIBC Bancorp USA Inc. 0.00% Reduce -18.1% 10,406 $450K
Machina Capital S.A.S. 0.07% Reduce -20.3% 10,317 $446K
Jefferies Financial Group Inc. 0.00% Reduce -15.6% 10,080 $436K
Public Employees Retirement Association of Colorado 0.00% New 10,004 $433K
EntryPoint Capital, LLC 0.10% No change 9,980 $432K
Summit Trail Advisors, LLC 0.01% Reduce -30.7% 9,901 $428K
Perkins Coie Trust Co 0.07% No change 9,868 $427K
Pictet Asset Management Holding SA 0.00% No change 9,857 $426K
Sivia Capital Partners, LLC 0.05% New 9,563 $414K
Envestnet Asset Management Inc. 0.00% New 9,343 $404K
Chicago Partners Investment Group LLC 0.01% New 9,765 $400K
State of Wisconsin Investment Board 0.00% Add +36.6% 9,170 $397K
Nissay Asset Management Corp. /Japan 0.00% Reduce -0.8% 9,048 $391K
Bessemer Group Inc. 0.00% Reduce -56.2% 8,740 $378K
Evolve Private Wealth, LLC 0.02% Add +22.5% 8,427 $369K
Farther Finance Advisors, LLC 0.00% Reduce -30.2% 8,315 $360K
UniSuper Management Pty Ltd 0.00% Reduce -42.8% 8,300 $359K
Group One Trading LLC 0.01% Add +960.4% 8,229 $356K
Victory Capital Management Inc. 0.00% Add +3.5% 8,214 $355K
HB Wealth Management, LLC 0.00% New 7,943 $344K
Frec Markets, Inc. 0.03% New 7,921 $343K
NorthCrest Asset Manangement, LLC 0.01% New 7,564 $333K
D. E. Shaw & Co. 0.00% New 7,674 $332K
Frank, Rimerman Advisors LLC 0.02% New 7,639 $330K
Allworth Financial LP 0.00% Add +172.3% 7,290 $315K
Wedmont Private Capital 0.01% Reduce -11.7% 7,298 $315K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -20.9% 7,192 $311K
Engineers Gate Manager LP 0.00% Reduce -40.7% 7,115 $308K
CIBC Asset Management Inc 0.00% No change 7,064 $306K
Wells Fargo & Company 0.00% Add +21.7% 7,056 $305K
West Family Investments, Inc. 0.09% New 6,804 $294K
Kovack Advisors, Inc. 0.01% Add +0.1% 6,575 $285K
Waverly Advisors, LLC 0.00% New 6,477 $280K
Aigen Investment Management, LP 0.08% New 6,427 $278K
Waddell & Associates, LLC 0.01% New 6,177 $267K
Lombard Odier Asset Management (USA) Corp 0.36% Reduce -25.0% 6,000 $260K
Paragon Capital Management Ltd 0.05% New 5,824 $252K
Alps Advisors Inc. 0.00% New 5,683 $246K
NewEdge Advisors, LLC 0.00% Add +37773.3% 5,681 $246K
Transcend Capital Advisors, LLC 0.02% New 5,648 $244K
Sequoia Financial Advisors, LLC 0.00% New 5,375 $232K
MBL Wealth, LLC 0.02% New 5,337 $231K
Voya Investment Management LLC 0.00% New 5,311 $230K
Curi Capital, LLC 0.00% New 5,240 $229K
Caerus Investment Advisors, LLC 0.08% New 5,156 $223K
Mystic Asset Management, Inc. 0.05% New 5,150 $223K
AlphaCore Capital LLC 0.00% New 5,144 $222K
Xponance LLC 0.00% New 5,048 $218K
Lighthouse Investment Partners, LLC 0.01% New 5,000 $216K
Swiss Life Asset Management Ltd 0.00% Reduce -36.2% 4,984 $216K
Brookfield Corp 0.00% Reduce -95.9% 4,879 $211K
Atom Investors LP 0.02% Reduce -86.8% 4,838 $209K
Bayforest Capital Ltd 0.19% New 4,691 $203K
Stifel Financial Corp. 0.00% New 4,649 $201K
EverSource Wealth Advisors, LLC 0.01% Add +45.6% 4,462 $193K
US Bancorp \de 0.00% Add +14.7% 3,957 $171K
Essential Partners LLC 0.06% Add +0.3% 2,941 $127K
IFP Advisors, Inc 0.00% Add +180.5% 2,794 $121K
MetLife Investment Management, LLC 0.00% Reduce -1.3% 2,736 $118K
Royal Bank of Canada 0.00% Add +93.8% 2,708 $116K
KBC Group NV 0.00% No change 2,629 $114K
Quarry LP 0.02% New 2,477 $107K
Exchange Traded Concepts, LLC 0.00% Reduce -2.5% 2,437 $105K
Spirit of America Management Corp. 0.02% No change 2,100 $91K
Sterling Capital Management LLC 0.00% Reduce -11.9% 2,088 $90K
Global X Japan Co., Ltd. 0.00% Add +50.2% 1,927 $83K
Caitlin John, LLC 0.05% Reduce -6.8% 1,927 $83K
Parallel Advisors, LLC 0.00% Reduce -6.9% 1,536 $66K
Lasalle Investment Management Securities LLC 0.00% Reduce -58.9% 1,469 $64K
Jones Financial Companies LLLP 0.00% Add +111.5% 1,396 $61K
True Wealth Design, LLC 0.01% Add +112.1% 1,328 $57K
Summit Securities Group LLC 0.01% New 1,239 $54K
Fifth Third Bancorp 0.00% New 1,197 $52K
Global Retirement Partners, LLC 0.00% — 1,111 $48K
Tower Research Capital LLC (TRC) 0.00% Reduce -68.6% 1,100 $48K
First Pacific Financial 0.01% Reduce -51.0% 1,036 $45K
Wealth Enhancement Trust Services, Inc. 0.01% Add +183.3% 1,034 $45K
GF Fund Management Co. LTD. 0.00% Reduce -13.0% 903 $39K
Quantum Portfolio Management LLC 0.01% New 728 $31K
Chilton Capital Management LLC 0.00% No change 722 $31K
Blue Trust, Inc. 0.00% Reduce -1.0% 615 $27K
Signaturefd, LLC 0.00% Add +100.3% 605 $26K
Paralel Advisors LLC 0.00% Reduce -97.6% 600 $26K
Clearstead Advisors, LLC 0.00% New 579 $25K
PNC Financial Services Group, Inc. 0.00% Reduce -4.9% 539 $23K
SJS Investment Consulting Inc. 0.00% Add +142.3% 475 $21K
Versant Capital Management, Inc 0.00% Reduce -54.5% 440 $19K
International Assets Investment Management, LLC 0.00% New 423 $18K
Covestor Ltd 0.01% Add +109.7% 411 $18K
Founders Capital Management 0.01% No change 400 $17K
Activest Wealth Management 0.00% Add +81.4% 352 $15K
Quent Capital, LLC 0.00% Reduce -3.1% 346 $15K
Toronto Dominion Bank 0.00% New 336 $15K
GAMMA Investing LLC 0.00% Add +53.8% 323 $14K
LRI Investments, LLC 0.00% No change 305 $13K
Costello Asset Management, INC 0.00% No change 300 $13K
Atwood & Palmer Inc. 0.00% No change 300 $13K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -80.1% 280 $12K
Elevation Wealth Partners, LLC 0.00% Add +91.7% 278 $12K
Fairman Group, LLC 0.01% No change 230 $10K
Clearstead Trust, LLC 0.00% Reduce -22.6% 219 $9K
Huntington National Bank 0.00% Add +2571.4% 187 $8K
Private Wealth Management Group, LLC 0.00% No change 149 $6K
Rossby Financial, LCC 0.00% Reduce -60.2% 123 $5K
SOA Wealth Advisors, LLC. 0.00% Add +0.9% 108 $5K
Owl Creek Wealth Partners LLC 0.00% No change 90 $4K
Silver Grove Financial Group, Inc. 0.00% New 87 $4K
Sachetta, LLC 0.00% New 87 $4K
Larson Financial Group LLC 0.00% Add +42.6% 87 $4K
Medallion Wealth Advisors, LLC 0.00% No change 84 $4K
Northwestern Mutual Wealth Management Co. 0.00% Add +1340.0% 72 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Add +96.5% 57 $2K
Parkside Financial Bank & Trust 0.00% Add +54.5% 51 $2K
CX Institutional 0.00% No change 52 $2K
Capital Analysts, LLC 0.00% New 40 $2K
Fiduciary Financial Advisors 0.00% New 48 $2K
JPL Wealth Management, LLC 0.00% Add +15.4% 45 $2K
Stone House Investment Management, LLC 0.00% Add +1166.7% 38 $2K
UMB Bank, n.a. 0.00% No change 34 $1K
Bogart Wealth, LLC 0.00% Add +115.4% 28 $1K
Fortitude Family Office, LLC 0.00% New 24 $1K
SHP Wealth Management 0.00% Add +15.0% 23 $995
Pinnacle Wealth Planning Services, Inc. 0.00% No change 17 $735
Wilmington Savings Fund Society, FSB 0.00% New 16 $692
TD Private Client Wealth LLC 0.00% New 15 $649
Financial Consulate, Inc. 0.00% No change 14 $606
Bell Investment Advisors, Inc 0.00% No change 14 $606
Transamerica Financial Advisors, LLC 0.00% Add +8.3% 13 $569
GHP Investment Advisors, Inc. 0.00% No change 13 $563
CoreCap Advisors, LLC 0.00% No change 13 $562
Cromwell Holdings LLC 0.00% No change 12 $525
Nisa Investment Advisors, LLC 0.00% Reduce -99.9% 12 $525
Principia Wealth Advisory, LLC 0.00% Add +20.0% 12 $519
Cornerstone Planning Group LLC 0.00% New 12 $518
Creative Financial Designs Inc. 0.00% No change 10 $433
Steward Partners Investment Advisory, LLC 0.00% Reduce -99.5% 10 $433
Quaker Wealth Management, LLC 0.00% No change 8 $346
American Capital Advisory, LLC 0.00% No change 7 $303
AdvisorNet Financial, Inc 0.00% No change 7 $303
Cassaday & Co Wealth Management LLC 0.00% No change 6 $260
SouthState Bank Corp 0.00% No change 5 $217
Dunhill Financial, LLC 0.00% No change 4 $179
Planning Strategies Inc. 0.00% — 3 $130
CVA Family Office, LLC 0.00% No change 3 $130
Buck Wealth Strategies, LLC 0.00% New 3 $130
Keating Financial Advisory Services, Inc. 0.00% New 3 $130
Hughes Financial Services, LLC 0.00% Reduce -33.3% 2 $87

"% of holder's portfolio" is LINE's weight in each manager's 13F, not the share of Lineage Inc. the manager owns.