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Funds Holding LegalZoom.com Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in LegalZoom.com Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of LZ →Funds holding
66
as of 2026-07-31
Reported value
$121.1M
summed across funds
Fund families
34
named trusts
Largest conviction
1.67%
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.
| Fund | Of the fund |
|---|---|
| Invenomic FundNORTHERN LIGHTS FUND TRUST II1.8M sh$14.3M | 1.67% |
| Polen 5Perspectives Small Growth FundFundVantage Trust78.6K sh$618.5K | 0.99% |
| Franklin Small Cap Growth FundFranklin Strategic Series1.9M sh$14.8M | 0.60% |
| Column Small Cap Select FundTrust for Professional Managers1.8M sh$11.1M | 0.58% |
| Pacer US Small Cap Cash Cows Growth Leaders ETFPacer Funds Trust21.9K sh$172.5K | 0.57% |
| Pacer S&P SmallCap 600 Quality FCF Aristocrats ETFPacer Funds Trust991 sh$7.8K | 0.46% |
| Embark Small Cap Equity FundHarbor Funds II329.9K sh$2.6M | 0.41% |
| Columbia Small Cap Value Discovery FundCOLUMBIA FUNDS SERIES TRUST I1.1M sh$8.8M | 0.35% |
| First Trust Small Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund572.6K sh$4.5M | 0.35% |
| Dunham Small Cap Value FundDunham Funds40.9K sh$322K | 0.35% |
| Victory Small Cap Stock FundVictory Portfolios III284.8K sh$2.2M | 0.23% |
| Pacer US Small Cap Cash Cows 100 ETFPacer Funds Trust874.1K sh$6.9M | 0.19% |
| Harbor Human Capital Factor US Small Cap ETFHarbor ETF Trust37.4K sh$294K | 0.17% |
| Eventide Small Cap ETFStrategy Shares6.3K sh$49.5K | 0.14% |
| Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST106.1K sh$834.8K | 0.13% |
| Multi-Asset Strategy FundRUSSELL INVESTMENT CO90.7K sh$713.6K | 0.12% |
| Multi-Strategy Income FundRUSSELL INVESTMENT CO39.7K sh$312.5K | 0.11% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust2.2K sh$17.5K | 0.10% |
| U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC206.1K sh$1.6M | 0.08% |
| First Trust Small Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund142.3K sh$1.1M | 0.08% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO101K sh$795.1K | 0.08% |
| SMALL-CAP GROWTH PROFUNDProFunds844 sh$6.6K | 0.08% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust402.2K sh$3.2M | 0.08% |
| First Trust Multi Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund51.9K sh$408.2K | 0.07% |
| BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.52.2K sh$410.8K | 0.05% |
| SmallCap S&P 600 Index FundPrincipal Funds, Inc82.2K sh$646.9K | 0.05% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC426.2K sh$3.4M | 0.04% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust145.5K sh$1.1M | 0.04% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND961.9K sh$7.6M | 0.03% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust29.4K sh$231.2K | 0.03% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust17.9K sh$141.2K | 0.03% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds159.1K sh$1.3M | 0.03% |
| Global X Russell 2000 ETFGLOBAL X FUNDS57.5K sh$452.6K | 0.03% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust1.3M sh$10.4M | 0.03% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST291K sh$2.3M | 0.03% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST13.5K sh$106K | 0.03% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC719.8K sh$5.7M | 0.03% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust33.7K sh$264.8K | 0.03% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust408.4K sh$3.2M | 0.02% |
| ULTRA SMALL CAP PROFUNDProFunds1.6K sh$12.2K | 0.02% |
| SMALL-CAP VALUE PROFUNDProFunds202 sh$1.6K | 0.02% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST2.4K sh$18.7K | 0.02% |
| iShares Morningstar Small-Cap ETFiShares Trust5.2K sh$41.2K | 0.01% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust39.2K sh$308.4K | 0.01% |
| Victory Extended Market Index FundVictory Portfolios III13.1K sh$103K | 0.01% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust41.4K sh$325.6K | 0.01% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds20.2K sh$159.3K | 0.01% |
| Fidelity MSCI Industrials Index ETFFIDELITY COVINGTON TRUST34.1K sh$268K | 0.01% |
| SMALL-CAP PROFUNDProFunds102 sh$802.7 | 0.01% |
| Dimensional US Vector Equity ETFDimensional ETF Trust4.8K sh$38.1K | 0.01% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC39.9K sh$313.7K | 0.01% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC192.5K sh$1.5M | 0.00% |
| SmallCap Growth Fund IPrincipal Funds, Inc10.4K sh$82.1K | 0.00% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust192.8K sh$1.5M | 0.00% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC29.9K sh$235.2K | 0.00% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III911 sh$7.2K | 0.00% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC94.8K sh$745.7K | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds9.6K sh$75.5K | 0.00% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust22.5K sh$177K | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST68K sh$535.2K | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust60.7K sh$477.4K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds84.2K sh$662.7K | 0.00% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust4K sh$31.4K | 0.00% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS79.7K sh$627K | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust46 sh$362 | 0.00% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust4.6K sh$35.8K | 0.00% |
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.
More on LZ
Company overviewEverything on LZ in one place, with the price.SEC filingsWhat LZ's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat LZ's own officers and directors buy and sell.Who owns itEvery manager reporting a position in LZ.PatentsWhat LZ is filing at the patent office.