Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
183 institutional managers reported holding LIF for the quarter ended Mar 31, 2026. Together they hold about 37% of shares outstanding; the top 10 hold 29%. 51 opened new positions; 68 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 9.16M | 10.69% | $374.0M | added +11.8% | 2024 Q3 |
| BlackRock | 8.92M | 10.41% | $364.2M | added +181.7% | 2024 Q3 |
| State Street | 2.10M | 2.45% | $85.7M | added +131.9% | 2024 Q3 |
| Geode Capital | 1.18M | 1.38% | $48.1M | added +2.2% | 2024 Q3 |
| UBS | 852.5k | 0.99% | $34.8M | added +18.6% | 2024 Q2 |
| Morgan Stanley | 727.2k | 0.85% | $29.7M | added +74.6% | 2024 Q2 |
| Allstate CORP | 725.3k | 0.85% | $29.6M | unchanged | 2024 Q2 |
| Charles Schwab Investment Management | 551.0k | 0.64% | $22.5M | added +1.8% | 2024 Q3 |
| Goldman Sachs | 479.1k | 0.56% | $19.6M | added +125.7% | 2024 Q3 |
| Principal Financial Group INC | 463.4k | 0.54% | $18.9M | added +455% | 2025 Q2 |
| Northern Trust | 432.6k | 0.51% | $17.7M | added +16.8% | 2024 Q3 |
| Bank OF America CORP /DE/ | 407.3k | 0.47% | $16.6M | added +312.8% | 2024 Q3 |
| BNY Mellon | 305.0k | 0.36% | $12.5M | added +140.2% | 2024 Q3 |
| Dimensional Fund Advisors | 303.5k | 0.35% | $12.4M | added +19.5% | 2025 Q1 |
| Public Sector Pension Investment Board | 280.5k | 0.33% | $11.5M | opened | 2026 Q1 |
| Citigroup INC | 271.0k | 0.32% | $11.1M | trimmed -38.8% | 2024 Q3 |
| Invesco | 242.8k | 0.28% | $9.9M | added +544.8% | 2025 Q1 |
| Ameriprise Financial INC | 241.1k | 0.28% | $9.8M | added +145.5% | 2024 Q3 |
| Legal & General Group PLC | 174.6k | 0.20% | $7.1M | added +146.9% | 2024 Q3 |
| Citadel Advisors | 170.1k | 0.20% | $6.9M | trimmed -19.5% | 2024 Q2 |
| Greenspring Advisors, LLC | 163.6k | 0.19% | $6.7M | trimmed -51.7% | 2025 Q4 |
| Swiss National Bank | 155.1k | 0.18% | $6.3M | added +1.4% | 2024 Q4 |
| Milford Funds LTD | 149.7k | 0.17% | $6.1M | unchanged | 2025 Q4 |
| Renaissance Technologies | 144.3k | 0.17% | $5.9M | trimmed -36.7% | 2024 Q3 |
| Rhumbline Advisers | 136.1k | 0.16% | $5.6M | added +421.7% | 2024 Q3 |
| Mizuho Markets Americas LLC | 133.5k | 0.16% | $5.5M | added +10.5% | 2025 Q3 |
| Landscape Capital Management, L.l.c. | 125.2k | 0.15% | $5.1M | opened | 2026 Q1 |
| D. E. Shaw | 104.6k | 0.12% | $4.3M | trimmed -58.9% | 2025 Q2 |
| CalPERS | 101.4k | 0.12% | $4.1M | trimmed -19% | 2025 Q3 |
| Susquehanna International Group | 100.2k | 0.12% | $4.1M | trimmed -45.8% | 2025 Q1 |
| Barclays PLC | 97.4k | 0.11% | $4.0M | added +91.2% | 2024 Q3 |
| Monograph Wealth Advisors, LLC | 95.9k | 0.11% | $3.9M | added +44.8% | 2024 Q3 |
| California State Teachers Retirement System | 86.6k | 0.10% | $3.5M | added +23.5% | 2024 Q3 |
| Victory Capital Management INC | 76.3k | 0.09% | $3.1M | trimmed -28.4% | 2024 Q4 |
| Prudential Financial INC | 71.4k | 0.08% | $2.9M | opened | 2025 Q3 |
| Squarepoint Ops LLC | 66.9k | 0.08% | $2.7M | added +24% | 2025 Q4 |
| Wells Fargo & COMPANY/MN | 66.3k | 0.08% | $2.7M | trimmed -28.1% | 2024 Q2 |
| Millennium Management | 65.4k | 0.08% | $2.7M | added +1389.6% | 2024 Q2 |
| Thrivent Financial for Lutherans | 52.3k | 0.06% | $2.1M | opened | 2026 Q1 |
| Greycroft LP (focused) | 50.5k | 0.06% | $2.1M | opened | 2026 Q1 |
| Wilson Asset Management (INTERNATIONAL) PTY LTD (focused) | 50.0k | 0.06% | $2.0M | unchanged | 2024 Q4 |
| State OF Wisconsin Investment Board | 48.8k | 0.06% | $2.0M | trimmed -1.4% | 2024 Q4 |
| T. Rowe Price | 46.2k | 0.05% | $1.9M | added +16.2% | 2025 Q2 |
| State of New Jersey Common Pension Fund D | 44.4k | 0.05% | $1.8M | added +40.2% | 2024 Q4 |
| State of Alaska, Department of Revenue | 44.1k | 0.05% | $1.8M | added +713.8% | 2025 Q4 |
| First Trust Advisors LP | 43.7k | 0.05% | $1.8M | trimmed -50.8% | 2025 Q1 |
| Federated Hermes, INC. | 43.7k | 0.05% | $1.8M | trimmed -92.6% | 2024 Q4 |
| FMR (Fidelity) | 43.3k | 0.05% | $1.8M | trimmed -94.1% | 2024 Q2 |
| Triodos Investment Management BV (focused) | 42.0k | 0.05% | $1.7M | added +33.3% | 2025 Q1 |
| Capula Management LTD | 41.9k | 0.05% | $1.7M | opened | 2026 Q1 |
Largest 50 of 183 shown; the full ranked, searchable register is at boothcheck.com/holders/LIF. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.