Public record / Tickers / LUMN

LUMN — Lumen Technologies, Inc.†

Both disclosure regimes on one name: who in Congress filed about LUMN, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
8
all PTR rows naming LUMN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2023-08-13
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $1.0K–$15.0K

SELL · traded 2023-07-11 → filed 2023-08-13. Ranked over every LUMN row by the provable lower bound, never a point estimate.

No member disclosed LUMN in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated LUMN rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING LUMN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LUMN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-11 +33d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10BUYTraded 04-10 +39d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10SELL partial (partial sale)Traded 03-06 +42d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10SELLTraded 03-01 LATE·47d$1K–$15K
2022-09-14Kathy E. Manning D–NC-6SELL JT (jointly owned)Traded 08-03 +42d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in LUMN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed LUMN in the trailing 12 months.

Congress ↔ notable managers · LUMN

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Tudor Investment Corp $16.8M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · LUMEN TECHNOLOGIES INC

Merged timeline of congressional filings and notable-manager moves on LUMN
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13FADD+2,093,451 sh
2026-05-15Bridgewater Associates 13FTRIM−457,483 sh
2026-05-15Gotham Asset Management 13FEXIT−221,652 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of LUMN for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$955M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$432M1
3STATE STREET CORP$320M1
4VANGUARD CAPITAL MANAGEMENT LLC$289M1
5FMR LLC$218M1
6GEODE CAPITAL MANAGEMENT, LLC$159M1
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$119M1
8D. E. Shaw & Co., Inc.$104M1
9DIMENSIONAL FUND ADVISORS LP$104M1
10FIRST TRUST ADVISORS LP$88.8M1
11MORGAN STANLEY$82.6M1
12BARCLAYS PLC$81.1M1
13NORTHERN TRUST CORP$73.7M1
14RENAISSANCE TECHNOLOGIES LLC$67.6M1
15Invesco Ltd.$63.6M1
16HSBC HOLDINGS PLC$60.4M1
17Allianz Asset Management GmbH$59.0M1
18ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$55.3M1
19VANGUARD FIDUCIARY TRUST CO$45.3M1
20Curi Capital, LLC$40.8M1
21TWO SIGMA INVESTMENTS, LP$40.6M1
22Bank of New York Mellon Corp$38.9M1
23Nuveen, LLC$37.2M1
24JANE STREET GROUP, LLC$35.8M1
25LM Asset Management Inc.$34.5M1
26GENDELL JEFFREY L$33.1M1
27PRINCIPAL FINANCIAL GROUP INC$32.1M1
28MILLENNIUM MANAGEMENT LLC$31.8M1
29UBS Group AG$30.3M1
30Connor, Clark & Lunn Investment Management Ltd.$29.4M1
31PUBLIC SECTOR PENSION INVESTMENT BOARD$25.9M1
32UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$23.0M1
33BANK OF AMERICA CORP /DE/$20.9M1
34CITIGROUP INC$20.4M1
35FEDERATED HERMES, INC.$20.0M1
36Penn Capital Management Company, LLC$18.9M1
37RHUMBLINE ADVISERS$18.2M1
38CITADEL ADVISORS LLC$17.5M1
39Legal & General Group Plc$17.5M1
40VAN DEN BERG MANAGEMENT I, INC$16.9M1
41TUDOR INVESTMENT CORP ET AL$16.8M1
42HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$15.5M1
43WESTERLY CAPITAL MANAGEMENT, LLC$15.3M1
44AMERIPRISE FINANCIAL INC$13.9M1
45Swiss National Bank$13.4M1
46NEW YORK STATE COMMON RETIREMENT FUND$13.3M1
47BRIGADE CAPITAL MANAGEMENT, LP$12.8M1
48BALYASNY ASSET MANAGEMENT L.P.$11.7M1
49DEUTSCHE BANK AG\$11.6M1
50Voleon Capital Management LP$11.1M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$10.8M1
52Janus Henderson Group Ltd.$9.6M1
53LPL Financial LLC$9.6M1
54Sequoia Financial Advisors, LLC$9.3M1
55ALLIANCEBERNSTEIN L.P.$9.2M1
56VOYA INVESTMENT MANAGEMENT LLC$9.2M1
57CANADA PENSION PLAN INVESTMENT BOARD$8.1M1
58PRUDENTIAL FINANCIAL INC$8.0M1
59INTECH INVESTMENT MANAGEMENT LLC$7.9M1
60VANGUARD ASSET MANAGEMENT, Ltd$6.0M1
61Summit Financial, LLC$5.9M1
62WELLS FARGO & COMPANY/MN$5.3M1
63Mitsubishi UFJ Trust & Banking Corp$5.2M1
64FRANKLIN RESOURCES INC$5.2M1
65Aquatic Capital Management LLC$5.0M1
66RAYMOND JAMES FINANCIAL INC$4.3M1
67GROUP ONE TRADING LLC$3.8M1
68MetLife Investment Management, LLC$3.6M1
69Havemeyer Place LP$3.5M1
70Soviero Asset Management, LP$3.5M1
71SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.4M1
72MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.2M1
73Pathstone Holdings, LLC$3.2M1
74MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.1M1
75Walleye Capital LLC$3.0M1
76Vanguard Global Advisers, LLC$3.0M1
77STATE OF WISCONSIN INVESTMENT BOARD$3.0M1
78Qube Research & Technologies Ltd$3.0M1
79LONESTAR CAPITAL MANAGEMENT LLC$3.0M1
80CONGRESS ASSET MANAGEMENT CO$3.0M1
81Creative Planning$2.9M1
82Hilton Capital Management, LLC$2.9M1
83JT Stratford LLC$2.9M1
84PLUSTICK MANAGEMENT LLC$2.8M1
85Trexquant Investment LP$2.7M1
86CHOREO, LLC$2.7M1
87Edgestream Partners, L.P.$2.6M1
88XTX Topco Ltd$2.6M1
89Zurcher Kantonalbank (Zurich Cantonalbank)$2.5M1
90Tidal Investments LLC$2.5M1
91SEI INVESTMENTS CO$2.5M1
92Mariner, LLC$2.4M1
93YOUSIF CAPITAL MANAGEMENT, LLC$2.4M1
94State of New Jersey Common Pension Fund D$2.4M1
95Kestra Advisory Services, LLC$2.3M1
96Mraz, Amerine & Associates, Inc.$2.2M1
97Sentinel Dome Partners, LLC$2.1M1
98Engineers Gate Manager LP$2.0M1
99Focus Partners Wealth$2.0M1
100Squarepoint Ops LLC$2.0M1
101ROYAL BANK OF CANADA$2.0M1
102Credit Capital Investments LLC$1.9M1
103Ensign Peak Advisors, Inc$1.9M1
104Arizona State Retirement System$1.9M1
105Clayton Partners LLC$1.8M1
106Miller Capital Partners, Inc.$1.8M1
107Amundi$1.8M1
108McAdam, LLC$1.8M1
109CAPITOLIS LIQUID GLOBAL MARKETS LLC$1.7M1
110Vanguard Investments Australia, Ltd.$1.7M1
111Brevan Howard Capital Management LP$1.7M1
112Universal- Beteiligungs- und Servicegesellschaft mbH$1.6M1
113STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.6M1
114COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.6M1
115AQR CAPITAL MANAGEMENT LLC$1.6M1
116FIFTH THIRD BANCORP$1.6M1
117Cerity Partners LLC$1.5M1
118OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
119KLP KAPITALFORVALTNING AS$1.5M1
120IMC-Chicago, LLC$1.4M1
121MRP Capital Investments, LLC$1.4M1
122Walleye Trading LLC$1.3M1
123OSAIC HOLDINGS, INC.$1.3M1
124HighTower Advisors, LLC$1.3M1
125Capstone Financial Advisors, Inc.$1.3M1
126Quantinno Capital Management LP$1.3M1
127INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$1.2M1
128QUADRANT CAPITAL GROUP LLC$1.2M1
129October Effect Ltd$1.1M1
130BANK OF MONTREAL /CAN/$1.1M1
131Pictet Asset Management Holding SA$1.1M1
132ProShare Advisors LLC$1.1M1
133COMMONWEALTH EQUITY SERVICES, LLC$1.1M1
134VICTORY CAPITAL MANAGEMENT INC$1.0M1
135BOOTHBAY FUND MANAGEMENT, LLC$1.0M1
136Bridgewater Associates, LP$959K1
137Maryland State Retirement & Pension System$956K1
138BSW Wealth Partners$946K1
139Empowered Funds, LLC$925K1
140Counterpoint Mutual Funds LLC$904K1
141Cetera Investment Advisers$896K1
142FIRST CITIZENS BANK & TRUST CO$864K1
143Madison Asset Management, LLC$862K1
144Envestnet Portfolio Solutions, Inc.$828K1
145OXFORD ASSET MANAGEMENT LLP$823K1
146Man Group plc$799K1
147MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$750K1
148Quantbot Technologies LP$742K1
149MML INVESTORS SERVICES, LLC$722K1
150Vanguard Personalized Indexing Management, LLC$701K1
151MASSACHUSETTS FINANCIAL SERVICES CO /MA/$700K1
152ARISTEIA CAPITAL, L.L.C.$699K1
153Lighthouse Investment Partners, LLC$688K1
154Bridgefront Capital, LLC$682K1
155Sterling Capital Management LLC$672K1
156LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$635K1
157XPONANCE LLC$618K1
158Tower Research Capital LLC (TRC)$617K1
159STIFEL FINANCIAL CORP$594K1
160BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$561K1
161EVERGREEN CAPITAL MANAGEMENT LLC$553K1
162CIDEL ASSET MANAGEMENT INC$550K1
163Ameritas Investment Partners, Inc.$548K1
164LAZARD ASSET MANAGEMENT LLC$547K1
165MARINER INVESTMENT GROUP LLC$521K1
166HANCOCK WHITNEY CORP$520K1
167CIBC Asset Management Inc$504K1
168MACKENZIE FINANCIAL CORP$502K1
169AMERICAN CENTURY COMPANIES INC$502K1
170Compagnie Lombard Odier SCmA$487K1
171Atria Investments, Inc$473K1
172MONETA GROUP INVESTMENT ADVISORS LLC$468K1
173Avior Wealth Management, LLC$461K1
174Compound Planning, Inc.$447K1
175Perigon Wealth Management, LLC$437K1
176Swiss Life Asset Management Ltd$431K1
177O'SHAUGHNESSY ASSET MANAGEMENT, LLC$428K1
178Federation des caisses Desjardins du Quebec$428K1
179Crossmark Global Holdings, Inc.$424K1
180Deseret Mutual Benefit Administrators$419K1
181AXQ CAPITAL, LP$412K1
182WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$398K1
183Circle Wealth Management, LLC$391K1
184Abel Hall, LLC$382K1
185Baird Financial Group, Inc.$377K1
186Corient Private Wealth LLC$360K1
187CIBC Bancorp USA Inc.$354K1
188DnB Asset Management AS$329K1
189PROFUND ADVISORS LLC$325K1
190Beacon Pointe Advisors, LLC$323K1
191Private Advisor Group, LLC$323K1
192Gallagher Fiduciary Advisors, LLC$320K1
193FULTON BANK, N.A.$303K1
194Robertson Stephens Wealth Management, LLC$303K1
195STOREBRAND ASSET MANAGEMENT AS$301K1
196Spire Wealth Management$298K1
197NISA INVESTMENT ADVISORS, LLC$297K1
198AE Wealth Management LLC$295K1
199ENVESTNET ASSET MANAGEMENT INC$292K1
200Straight Path Wealth Management$278K1
201GUGGENHEIM CAPITAL LLC$276K1
202M&T BANK CORP$276K1
203Brooklyn Investment Group$273K1
204Rockefeller Capital Management L.P.$269K1
205Vinva Investment Management Ltd$265K1
206TWO SIGMA SECURITIES, LLC$263K1
207Revisor Wealth Management LLC$260K1
208NOMURA ASSET MANAGEMENT CO LTD$254K1
209NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$253K1
210SAGE RHINO CAPITAL LLC$251K1
211FOX RUN MANAGEMENT, L.L.C.$251K1
212Dynamic Technology Lab Private Ltd$249K1
213Steward Partners Investment Advisory, LLC$244K1
214Graham Capital Management, L.P.$240K1
215Y-Intercept (Hong Kong) Ltd$230K1
216MISSION WEALTH MANAGEMENT, LP$226K1
217World Investment Advisors$223K1
218SEGALL BRYANT & HAMILL, LLC$222K1
219Vident Advisory, LLC$220K1
220SHELTON CAPITAL MANAGEMENT$214K1
221MERCER GLOBAL ADVISORS INC /ADV$212K1
222Strategic Financial Concepts, LLC$211K1
223Bayforest Capital Ltd$210K1
224Bleakley Financial Group, LLC$209K1
225Garden State Investment Advisory Services LLC$209K1
226BLAIR WILLIAM & CO/IL$203K1
227Merit Financial Group, LLC$202K1
228Southeast Asset Advisors, LLC$192K1
229Sanctuary Advisors, LLC$187K1
230Kovack Advisors, Inc.$179K1
231Callan Family Office, LLC$177K1
232COLDSTREAM CAPITAL MANAGEMENT INC$174K1
233Independent Advisor Alliance$168K1
234GTS SECURITIES LLC$165K1
235Pinnacle Wealth Planning Services, Inc.$162K1
236BENJAMIN EDWARDS INC$159K1
237Ethic Inc.$157K1
238NewEdge Advisors, LLC$149K1
239SBI Securities Co., Ltd.$148K1
240GLENMEDE TRUST CO NA$147K1
241PFG Investments, LLC$147K1
242OPPENHEIMER & CO INC$143K1
243TRUIST FINANCIAL CORP$141K1
244BETO FINANCIAL GROUP, LLC$139K1
245WHITEBOX ADVISORS LLC$139K1
246Quinn Opportunity Partners LLC$139K1
247Mutual Advisors, LLC$139K1
248Secure Asset Management, LLC$136K1
249OPPENHEIMER ASSET MANAGEMENT INC.$135K1
250VERUS CAPITAL PARTNERS, LLC$135K1
251Ballentine Partners, LLC$130K1
252SIGNATUREFD, LLC$129K1
253RITHOLTZ WEALTH MANAGEMENT$128K1
254Eurizon Capital SGR S.p.A.$128K1
255BNP Paribas Asset Management Holding S.A.$125K1
256Smith Salley Wealth Management$124K1
257KESTRA PRIVATE WEALTH SERVICES, LLC$124K1
258FAS Wealth Partners, Inc.$123K1
259Stratos Wealth Advisors, LLC$122K1
260Headlands Technologies LLC$122K1
261GATEWAY INVESTMENT ADVISERS LLC$121K1
262Inscription Capital, LLC$117K1
263Pacific Sage Partners, LLC$117K1
264Numerai GP LLC$115K1
265HOWE & RUSLING INC$114K1
266Wealthfront Advisers LLC$114K1
267US BANCORP \DE\$114K1
268FIRST MANHATTAN CO. LLC.$112K1
269&PARTNERS$111K1
270Sowell Financial Services LLC$111K1
271HBK Sorce Advisory LLC$110K1
272SAWGRASS ASSET MANAGEMENT LLC$107K1
273Olympiad Research LP$107K1
274Focus Partners Advisor Solutions, LLC$106K1
275PDS Planning, Inc$104K1
276INCEPTIONR LLC$103K1
277TEACHER RETIREMENT SYSTEM OF TEXAS$101K1
278Meeder Advisory Services, Inc.$100K1
279Vise Technologies, Inc.$99.3K1
280bLong Financial, LLC$97.5K1
281PRELUDE CAPITAL MANAGEMENT, LLC$97.0K1
282Kingsview Wealth Management, LLC$96.9K1
283Scientech Research LLC$96.4K1
284Capital Investment Advisors, LLC$96.1K1
285KEYNOTE FINANCIAL SERVICES LLC$94.5K1
286WealthTrust Axiom LLC$92.9K1
287HB Wealth Management, LLC$92.8K1
288Savvy Advisors, Inc.$92.7K1
289Invst, LLC$92.1K1
290TruWealth Advisors, LLC$91.8K1
291Concurrent Investment Advisors, LLC$91.7K1
292Stratos Wealth Partners, LTD.$91.6K1
293FORTEM FINANCIAL GROUP, LLC$91.4K1
294CWM, LLC$90.5K1
295MIRABELLA FINANCIAL SERVICES LLP$89.7K1
296Front Street Capital Management, Inc.$87.5K1
297HARVEST MANAGEMENT LLC$87.2K1
298CITIZENS FINANCIAL GROUP INC/RI$84.6K1
299Cornerstone Wealth Management, LLC$84.0K1
300FOURPATH CAPITAL MANAGEMENT, LLC$83.4K1
301Smartleaf Asset Management LLC$82.8K1
302Berger Financial Group, Inc$80.8K1
303Armstrong, Fleming & Moore, Inc$77.5K1
304WEALTH ALLIANCE, LLC$74.7K1
305NorthRock Partners, LLC$73.2K1
306SJS Investment Consulting Inc.$70.2K1
307Firestone Capital Management$69.5K1
308Quantum Private Wealth, LLC$69.5K1
309Key Capital Management, INC$69.5K1
310Allworth Financial LP$67.4K1
311J. Derek Lewis & Associates Inc.$62.6K1
312State of Wyoming$55.3K1
313Kemnay Advisory Services Inc.$54.0K1
314Salomon & Ludwin, LLC$48.1K1
315Orion Capital Management LLC$44.9K1
316UMB Bank, n.a.$35.6K1
317Legacy Wealth Managment, LLC/ID$29.7K1
318CVA Family Office, LLC$22.9K1
319INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$21.9K1
320True Wealth Design, LLC$20.9K1
321Financial Perspectives, Inc$17.3K1
322Larson Financial Group LLC$15.4K1
323ASSETMARK, INC$14.1K1
324Sachetta, LLC$13.9K1
325Generali Asset Management SPA SGR$12.0K1
326Axiom Investment Management LLC$11.8K1
327Rakuten Securities, Inc.$10.9K1
328NATIONAL BANK OF CANADA /FI/$10.3K1
329Private Wealth Management Group, LLC$7.8K1
330Parkside Financial Bank & Trust$7.6K1
331NATIXIS ADVISORS, LLC$7.4K1
332Ancora Advisors LLC$7.0K1
333Richardson Capital Management LLC$7.0K1
334Founders Capital Management$7.0K1
335SWAN Capital LLC$7.0K1
336First Pacific Financial$6.8K1
337Arax Advisory Partners$6.3K1
338Keating Financial Advisory Services, Inc.$6.2K1
339Owl Creek Wealth Partners LLC$6.0K1
340NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.6K1
341MAI Capital Management$5.6K1
342ALGERT GLOBAL LLC$5.1K1
343SHP Wealth Management$5.0K1
344TD Waterhouse Canada Inc.$4.9K1
345DANSKE BANK A/S$4.9K1
346AMERIFLEX GROUP, INC.$4.7K1
347THRIVENT FINANCIAL FOR LUTHERANS$4.4K1
348TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$4.2K1
349Blue Trust, Inc.$3.7K1
350State of Alaska, Department of Revenue$3.5K1
351American Capital Advisory, LLC$3.5K1
352Chung Wu Investment Group, LLC$3.5K1
353Arlington Trust Co LLC$3.3K1
354Physician Wealth Advisors, Inc.$2.8K1
355PFS Partners, LLC$2.6K1
356Wilmington Savings Fund Society, FSB$2.5K1
357N.E.W. Advisory Services LLC$2.5K1
358Geneos Wealth Management Inc.$2.4K1
359Westfuller Advisors, LLC$2.4K1
360Medallion Wealth Advisors, LLC$2.2K1
361Prestige Wealth Management Group LLC$2.2K1
362Twin Tree Management, LP$2.1K1
363ARMSTRONG ADVISORY GROUP, INC$1.9K1
364Caitong International Asset Management Co., Ltd$1.9K1
365Triumph Capital Management$1.8K1
366TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.6K1
367EVERMAY WEALTH MANAGEMENT LLC$1.6K1
368JFS WEALTH ADVISORS, LLC$1.6K1
369Stone House Investment Management, LLC$1.5K1
370Manchester Capital Management LLC$1.4K1
371NFSG Corp$1.4K1
372Nemes Rush Group LLC$1.4K1
373Pacific Center for Financial Services$1.4K1
374Rialto Wealth Management, LLC$1.3K1
375Parvin Asset Management, LLC$1.2K1
376Scarborough Advisors, LLC$1.2K1
377ALERUS FINANCIAL NA$1.2K1
378ACADIAN ASSET MANAGEMENT LLC$1.2K1
379Ankerstar Wealth, LLC$1.1K1
380Bell Investment Advisors, Inc$1.0K1
381Godfrey Financial Associates, Inc.$1.0K1
382GILPIN WEALTH MANAGEMENT, LLC$1.0K1
383KELLEHER FINANCIAL ADVISORS$8761
384Vermillion Wealth Management, Inc.$8761
385Quarry LP$8621
386Cranbrook Wealth Management, LLC$8341
387Jackson, Grant Investment Advisers, Inc.$8131
388Destiny Wealth Partners, LLC$7581
389KBC Group NV$7181
390New England Capital Financial Advisors LLC$6951
391Glen Eagle Advisors, LLC$6951
392PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$6921
393BARRETT & COMPANY, INC.$6791
394First Command Advisory Services, Inc.$6741
395DiNuzzo Private Wealth, Inc.$6611
396Strategic Investment Solutions, Inc. /IL$6541
397JNBA Financial Advisors$6051
398TD Capital Management LLC$5801
399Pflug Koory, LLC$5141
400Caitlin John, LLC$4931
401Cherry Tree Wealth Management, LLC$4661
402Annis Gardner Whiting Capital Advisors, LLC$4311
403Atlantic Union Bankshares Corp$4301
404HFM Investment Advisors, LLC$3891
405Dogwood Wealth Management LLC$3821
406Asset Dedication, LLC$3701
407Cassaday & Co Wealth Management LLC$3411
408Quantitative Investment Management, LLC$3381
409FINANCIAL CONSULATE, INC$3271
410Kingdom Financial Group LLC.$3271
411Westside Investment Management, Inc.$2921
412COUNTRY TRUST BANK$2851
413Provenance Wealth Advisors, LLC$2641
414GSA CAPITAL PARTNERS LLP$2601
415Kimelman & Baird, LLC$2371
416GABLES CAPITAL MANAGEMENT INC.$2361
417Reyes Financial Architecture, Inc.$2361
418Abound Wealth Management$2301
419GHP Investment Advisors, Inc.$2231
420CNB Bank$2021
421Elevated Capital Advisors, LLC$2021
422North Ridge Wealth Advisors, Inc.$2021
423Community Financial Services Group, LLC$1981
424HighMark Wealth Management LLC$1731
425Hilton Head Capital Partners, LLC$1511
426MATHER GROUP, LLC.$1391
427Tradewinds Capital Management, LLC$1261
428Key FInancial Inc$1111
429Benson Wealth Management INC$1111
430BARTLETT & CO. WEALTH MANAGEMENT LLC$961
431Twin Lakes Capital Management, LLC$951
432Moisand Fitzgerald Tamayo, LLC$841
433Clear Street Group Inc.$831
434TRUST CO OF TOLEDO NA /OH/$761
435CENTAURUS FINANCIAL, INC.$701
436United Financial Planning Group LLC$701
437ASO GROUP Ltd$701
438HOEY INVESTMENTS, INC$631
439West Financial Advisors, LLC$631
440Midwest Capital Advisors, LLC$561
441Dorato Capital Management$501
442BFSG, LLC$351
443Smallwood Wealth Investment Management, LLC$341
444TFC Financial Management, Inc.$281
445Breakwater Investment Management$211
446SALEM INVESTMENT COUNSELORS INC$71
447PITTENGER & ANDERSON INC$71
448DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$41
449Winthrop Capital Management, LLC$31
450VALLEY NATIONAL ADVISERS INC$21
451Avion Wealth$21
452CENTRAL TRUST Co— value not disclosed1
453VANGUARD GROUP INC— value not disclosed1
454HARBOUR INVESTMENTS, INC.— value not disclosed1
455Clearstead Advisors, LLC— value not disclosed1
456PANAGORA ASSET MANAGEMENT INC— value not disclosed1
457COMERICA BANK— value not disclosed1
458HM PAYSON & CO— value not disclosed1
459VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
460HARBOR CAPITAL ADVISORS, INC.— value not disclosed1
461CANADA LIFE ASSURANCE Co— value not disclosed1
462CIBC WORLD MARKETS CORP— value not disclosed1
463SIG BROKERAGE, LP— value not disclosed1
464CIBC Private Wealth Group LLC— value not disclosed1
465Cadence Bank— value not disclosed1
466SOL Capital Management CO— value not disclosed1
467Weiss Asset Management LP— value not disclosed1
468Orion Porfolio Solutions, LLC— value not disclosed1
469NORGES BANK— value not disclosed1
470PEAK6 LLC— value not disclosed1
471Employees Retirement System of Texas— value not disclosed1
472J.W. COLE ADVISORS, INC.— value not disclosed1
473Verition Fund Management LLC— value not disclosed1
474EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
475Alberta Investment Management Corp— value not disclosed1
476HRT FINANCIAL LP— value not disclosed1
477TWO SIGMA ADVISERS, LP— value not disclosed1
478TCTC Holdings, LLC— value not disclosed1
479SIMPLEX TRADING, LLC— value not disclosed1
480Transamerica Financial Advisors, LLC— value not disclosed1
481Gotham Asset Management, LLC— value not disclosed1
482Baader Bank Aktiengesellschaft— value not disclosed1
483Palestra Capital Management LLC— value not disclosed1
484Camelot Portfolios, LLC— value not disclosed1
485Empirical Finance, LLC— value not disclosed1
486Brookstone Capital Management— value not disclosed1
487Private Advisory Group LLC— value not disclosed1
488Lido Advisors, LLC— value not disclosed1
489NorthCoast Asset Management LLC— value not disclosed1
490Phoenix Financial Ltd.— value not disclosed1
491OneDigital Investment Advisors LLC— value not disclosed1
492AustralianSuper Pty Ltd— value not disclosed1
493Summit Global Investments— value not disclosed1
494Belpointe Asset Management LLC— value not disclosed1
495DV Trading LLC— value not disclosed1
496Murphy, Middleton, Hinkle & Parker, Inc.— value not disclosed1
497ExodusPoint Capital Management, LP— value not disclosed1
498Atom Investors LP— value not disclosed1
499Elo Mutual Pension Insurance Co— value not disclosed1
500Gifford Fong Associates— value not disclosed1
Truncated by Public Filings. Every one of the 451 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on LUMN

RETAINED WINDOW · ACTIVE HITS

Zero hits on LUMN in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for LUMN · financials and macro

Financials — as filed PLANNED

LUMN's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: LUMN on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing