← Every company

Funds Holding Lumen Technologies Inc

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

Institutional holders of LUMN →
Funds holding
89
as of 2026-07-31
Reported value
$350.9M
summed across funds
Fund families
44
named trusts
Largest conviction
1.39%
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
Invesco S&P SmallCap Momentum ETFInvesco Exchange-Traded Fund Trust6.6M sh$42.3M1.39%
Hilton Small-MidCap Opportunity ETFTidal Trust II247.6K sh$1.6M1.11%
Hypatia Women CEO ETFTwo Roads Shared Trust13K sh$83.2K0.83%
Nuveen ESG Small-Cap ETFNuShares ETF Trust922.6K sh$5.9M0.46%
Intech S&P Small-Mid Cap Diversified Alpha ETFTidal Trust III85.4K sh$544.9K0.42%
Federated Hermes MDT Small Cap Growth FundFederated Hermes MDT Series524.2K sh$3.3M0.40%
First Trust Mid Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund358.5K sh$2.3M0.40%
Fidelity MSCI Communication Services Index ETFFIDELITY COVINGTON TRUST1M sh$6.5M0.37%
SMALL-CAP VALUE PROFUNDProFunds4.3K sh$27.4K0.35%
SmallCap Value Fund IIPrincipal Funds, Inc666.5K sh$4.3M0.34%
BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.444.6K sh$2.8M0.34%
SmallCap S&P 600 Index FundPrincipal Funds, Inc698.4K sh$4.5M0.33%
Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Series1.1M sh$7.3M0.33%
Nuveen Quant Small Cap Equity FundTIAA-CREF Funds2.1M sh$13.1M0.32%
SMALL-CAP GROWTH PROFUNDProFunds4.1K sh$26.3K0.31%
PACE Small/Medium Co Value Equity InvestmentsPACE SELECT ADVISORS TRUST109.7K sh$700.1K0.25%
Column Small Cap Select FundTrust for Professional Managers736.8K sh$4.6M0.24%
Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST245K sh$1.6M0.24%
JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust218.6K sh$1.4M0.24%
Fidelity Flex Small Cap Index FundFidelity Salem Street Trust143.4K sh$914.7K0.21%
Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST2.4M sh$15.1M0.20%
Global X Russell 2000 ETFGLOBAL X FUNDS465.8K sh$3M0.20%
Fidelity Small Cap Index FundFidelity Salem Street Trust10.6M sh$67.9M0.20%
Nuveen Small Cap Blend Index FundTIAA-CREF Funds1.3M sh$8.1M0.20%
SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST110K sh$702K0.20%
Fidelity Telecom and Utilities FundFidelity Select Portfolios403.2K sh$2.6M0.19%
Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust401.3K sh$2.6M0.19%
Column Small Cap FundTrust for Professional Managers161.6K sh$1M0.19%
iShares Morningstar Small-Cap Value ETFiShares Trust200.1K sh$1.3M0.18%
U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC571.5K sh$3.6M0.18%
PGIM Quant Solutions Small-Cap Value FundTarget Portfolio Trust120.7K sh$770.1K0.18%
Catholic Responsible Investments Small-Mid Cap Equity FundCatholic Responsible Investments Funds160.4K sh$1M0.17%
Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust4.9K sh$31K0.17%
BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust158.5K sh$1M0.16%
Morningstar Alternatives FundMorningstar Funds Trust61.6K NC$392.8K0.15%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust893.3K sh$5.7M0.14%
Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc42K sh$267.7K0.14%
ULTRA SMALL CAP PROFUNDProFunds12.5K sh$79.9K0.14%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust399.3K sh$2.5M0.13%
First Trust Mid Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund268.2K sh$1.7M0.12%
Dimensional U.S. Small Cap ETFDimensional ETF Trust2.9M sh$18.6M0.12%
First Trust Multi Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund107.7K sh$686.8K0.12%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC3.4M sh$21.5M0.11%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST2.1M sh$13.5M0.10%
iShares Morningstar Small-Cap ETFiShares Trust40.4K sh$257.5K0.09%
Victory Small Cap Stock FundVictory Portfolios III136.1K sh$868.2K0.09%
Victory Extended Market Index FundVictory Portfolios III109.4K sh$698K0.09%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust349.4K sh$2.2M0.09%
FlexShares STOXX Global Broad Infrastructure Index FundFlexShares Trust396K sh$2.5M0.08%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds170.5K sh$1.1M0.08%
Invesco Next Gen Connectivity ETFInvesco Exchange-Traded Fund Trust15.7K sh$100.2K0.07%
Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust102.8K sh$656K0.06%
SMALL-CAP PROFUNDProFunds822 sh$5.2K0.06%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust189.6K sh$1.2M0.06%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust808.1K sh$5.2M0.05%
VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND1.6M sh$10.3M0.05%
Old Westbury Small & Mid Cap Strategies FundOld Westbury Funds Inc597.8K sh$3.8M0.04%
SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST6K sh$38K0.03%
MFS Global Alternative Strategy FundMFS Series Trust XV9.1K sh$57.8K0.03%
Global Equity FundRUSSELL INVESTMENT CO174K sh$1.1M0.03%
Green Century Balanced FundGREEN CENTURY FUNDS13.3K sh$84.5K0.02%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust1.6M sh$10.1M0.02%
Green Century Equity FundGREEN CENTURY FUNDS24.6K sh$157.1K0.02%
iShares U.S. Equity Factor ETFiShares Trust100.7K sh$642.3K0.02%
Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO57.1K sh$364.1K0.02%
iShares ESG MSCI KLD 400 ETFiShares Trust147.8K sh$942.8K0.02%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC67K sh$427.6K0.02%
Dimensional US Core Equity 1 ETFDimensional ETF Trust84.4K sh$538.7K0.02%
E*TRADE No Fee Total Market Index FundE Trade Trust2.3K sh$14.5K0.01%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC101.5K sh$647.3K0.01%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC697.2K sh$4.4M0.01%
Dimensional US Core Equity Market ETFDimensional ETF Trust209.3K sh$1.3M0.01%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC672.5K sh$4.3M0.01%
Dimensional US Vector Equity ETFDimensional ETF Trust8.3K sh$52.8K0.01%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III5.4K sh$34.3K0.01%
Dimensional U.S. Equity Market ETFDimensional ETF Trust293.7K sh$1.9M0.01%
Nuveen Equity Index FundTIAA-CREF Funds814.5K sh$5.2M0.01%
iShares Total U.S. Stock Market Index FundBlackRock Funds62.9K sh$401K0.01%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST580.5K sh$3.7M0.01%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust514K sh$3.3M0.01%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS787.3K sh$5M0.01%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds15.7K sh$100.3K0.00%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds10.9K sh$69.4K0.00%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds16.3K sh$104.2K0.00%
THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds8.1K sh$51.5K0.00%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds1.5K sh$9.3K0.00%
Pacer PE/VC ETFPacer Funds Trust1 sh$6.40.00%
Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust203 sh$1.3K0.00%
Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I-45.1K sh-$287.5K-0.09%

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.

More on LUMN

Related datasets