As of the latest SEC filings, Lumen Technologies, Inc. (LUMN) is held by 335 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $327,075,805.65 in market value, representing 0.36% of its portfolio.
Funds holding Lumen Technologies, Inc. (LUMN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LUMN
- CIK:
- 0000018926
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.36% | $327,075,805.65 | 47,061,267 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $204,264,016.70 | 29,390,506 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.23% | $162,075,396.95 | 23,320,201 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.09% | $147,738,123.80 | 21,257,284 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.26% | $83,427,782.88 | 9,437,532 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.09% | $73,216,449.95 | 10,534,741 | Mar 31, 2026 | May 28, 2026 |
|
SKYY
First Trust Cloud Computing ETF
|
ETF | First Trust | 3.02% | $70,954,183.25 | 10,209,235 | Mar 31, 2026 | May 21, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.43% | $59,403,304.10 | 8,547,238 | Mar 31, 2026 | May 28, 2026 |
|
FGCKX
Fidelity Growth Company Fund
|
MF | Fidelity | 0.07% | $56,659,618.44 | 7,969,004 | Feb 28, 2026 | Apr 24, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.39% | $47,781,006.75 | 6,874,965 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.08% | $47,040,247.95 | 6,768,381 | Mar 31, 2026 | May 28, 2026 |
|
XSMO
Invesco S&P SmallCap Momentum ETF
|
ETF | Invesco | 1.70% | $46,718,825.40 | 5,284,935 | Apr 30, 2026 | Jun 26, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.46% | $44,133,466.05 | 6,350,139 | Mar 31, 2026 | May 28, 2026 |
|
FNDX
Schwab Fundamental U.S. Large Company ETF
|
ETF | Charles Schwab | 0.18% | $43,911,651.51 | 6,176,041 | Feb 28, 2026 | Apr 24, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.11% | $41,293,807.25 | 5,941,555 | Mar 31, 2026 | May 28, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.46% | $35,203,195.60 | 5,065,208 | Mar 31, 2026 | May 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.09% | $35,031,944.07 | 4,927,137 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.22% | $33,617,565.99 | 4,728,209 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.16% | $32,602,371.75 | 4,585,425 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.16% | $29,758,613.56 | 3,366,359 | Apr 30, 2026 | Jun 24, 2026 |
|
TARKX
Tarkio Fund
|
MF | Independent / Boutique | 11.82% | $28,796,388.75 | 4,050,125 | Feb 28, 2026 | Apr 28, 2026 |
|
VTCAX
VANGUARD COMMUNICATION SERVICES INDEX FUND
|
ETF | Vanguard | 0.43% | $27,545,889.06 | 3,874,246 | Feb 28, 2026 | Apr 28, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.39% | $25,461,165.15 | 3,663,477 | Mar 31, 2026 | May 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.17% | $24,265,605.52 | 2,744,978 | Apr 30, 2026 | Jun 29, 2026 |
|
VIOO
VANGUARD S&P SMALL-CAP 600 INDEX FUND
|
ETF | Vanguard | 0.43% | $23,001,233.94 | 3,235,054 | Feb 28, 2026 | Apr 28, 2026 |
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