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Funds Holding Lineage Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Lineage Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of LINE →
Funds holding
58
as of 2026-07-31
Reported value
$243.5M
summed across funds
Fund families
32
named trusts
Largest conviction
2.18%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
TBG Dividend Focus ETFEA Series Trust134.2K sh$5.7M2.18%
SRH REIT Covered Call ETFElevation Series Trust25K sh$1.1M1.95%
Harbor Dividend Growth Leaders ETFHarbor ETF Trust53.2K sh$2.3M0.96%
Goldman Sachs Large Cap Value Insights FundGoldman Sachs Trust42.8K sh$1.8M0.24%
iShares Core U.S. REIT ETFiShares Trust261.2K sh$11.1M0.24%
Dimensional US Real Estate ETFDimensional ETF Trust90.6K sh$3.8M0.22%
DFA REAL ESTATE SECURITIES PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC356.9K sh$15.1M0.21%
BNY Mellon Developed Markets Real Estate Securities FundBNY Mellon Investment Funds V, Inc.16.9K sh$715.2K0.21%
iShares U.S. Industry Rotation Active ETFBlackRock ETF Trust1.7K sh$71.5K0.21%
iShares FTSE NAREIT All Equity REIT Index FundBlackRock Funds87.6K sh$3.7M0.19%
Fidelity SAI Real Estate Index FundFidelity Salem Street Trust9.1K sh$387K0.18%
Fidelity Real Estate Index FundFidelity Salem Street Trust139.5K sh$5.9M0.18%
Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust118.1K sh$5M0.18%
Fidelity MSCI Real Estate Index ETFFIDELITY COVINGTON TRUST63.4K sh$2.7M0.18%
VANGUARD REAL ESTATE II INDEX FUNDVANGUARD FIXED INCOME SECURITIES FUNDS454.8K sh$19.3M0.18%
iShares Global REIT ETFiShares Trust191.1K sh$8.1M0.16%
VANGUARD REAL ESTATE INDEX FUNDVANGUARD SPECIALIZED FUNDS2.6M sh$109.8M0.15%
iShares Environmentally Aware Real Estate ETFiShares Trust498 sh$21.1K0.15%
Dimensional Global Real Estate ETFDimensional ETF Trust131.1K sh$5.6M0.14%
iShares Developed Real Estate Index FundBlackRock Funds10.3K sh$437.4K0.14%
DFA Global Real Estate Securities PortfolioDFA INVESTMENT DIMENSIONS GROUP INC212.4K sh$9M0.12%
Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST58.2K sh$2.5M0.10%
Fidelity Flex Small Cap Index FundFidelity Salem Street Trust8.7K sh$370K0.09%
iShares Morningstar Small-Cap Value ETFiShares Trust13.1K sh$555K0.08%
BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust9.9K sh$421K0.06%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust26.1K sh$1.1M0.05%
Victory Extended Market Index FundVictory Portfolios III8.2K sh$348K0.04%
Wilmington Real Asset FundWilmington Funds4.5K sh$192.1K0.04%
iShares Morningstar Small-Cap ETFiShares Trust2.7K sh$114.4K0.04%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds12.7K sh$539.8K0.04%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust21.3K sh$901.9K0.03%
Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust100 sh$4.2K0.02%
Fidelity Mid Cap Index FundFidelity Salem Street Trust263K sh$11.1M0.02%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST13.9K sh$588.7K0.02%
iShares Russell Mid-Cap Index FundBlackRock Funds12.3K sh$522.6K0.02%
Fidelity Hedged Equity FundFidelity Greenwood Street Trust3.4K sh$144.9K0.02%
PineBridge Dynamic Asset Allocation FundADVISORS' INNER CIRCLE III374 sh$15.8K0.01%
Manzil Russell Halal USA Broad Market ETFEA Series Trust43 sh$1.8K0.01%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust4.9K sh$207.5K0.01%
Nuveen Large Cap Value Index FundTIAA-CREF Funds26K sh$1.1M0.01%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust23.4K sh$990.4K0.01%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust27.4K sh$1.2M0.01%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST2.1K sh$89.4K0.01%
E*TRADE No Fee Total Market Index FundE Trade Trust193 sh$8.2K0.01%
Wilmington Large-Cap Strategy FundWilmington Funds700 sh$29.7K0.00%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III405 sh$17.2K0.00%
SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST842 sh$35.7K0.00%
Nuveen Equity Index FundTIAA-CREF Funds58.8K sh$2.5M0.00%
iShares Total U.S. Stock Market Index FundBlackRock Funds4.5K sh$192.2K0.00%
Schwab 1000 Index FundSCHWAB INVESTMENTS18.8K sh$794.9K0.00%
AMT Diversified Equity FundADVISER MANAGED TRUST336 sh$14.2K0.00%
iShares Dow Jones U.S. ETFiShares Trust2.5K sh$104.1K0.00%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust31.1K sh$1.3M0.00%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST34.4K sh$1.5M0.00%
MidCap Value Fund IPrincipal Funds, Inc1.7K sh$72.5K0.00%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS58.1K sh$2.5M0.00%
SA T. Rowe Price VCP Balanced PortfolioSUNAMERICA SERIES TRUST534 sh$22.6K0.00%
T. Rowe Price Global Allocation FundT. ROWE PRICE GLOBAL ALLOCATION FUND, INC.335 sh$14.2K0.00%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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