Public record / Tickers / LUMN

LUMN — Lumen Technologies, Inc.

Both disclosure regimes on one name: who in Congress filed about LUMN, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
8
all PTR rows naming LUMN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2023-08-13
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $1.0K–$15.0K

Sale · traded 2023-07-11 → filed 2023-08-13. Ranked over every LUMN row by the provable lower bound, never a point estimate.

No member disclosed LUMN in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated LUMN rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING LUMN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LUMN
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-11 +33d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10PurchaseTraded 04-10 +39d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10Sale · partial (partial sale)Traded 03-06 +42d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10SaleTraded 03-01 LATE·47d$1K–$15K
2022-09-14Kathy E. Manning D–NC-6Sale · JT (jointly owned)Traded 08-03 +42d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in LUMN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed LUMN in the trailing 12 months.

Congress ↔ notable managers · LUMN

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Tudor Investment Corp $16.8M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · LUMEN TECHNOLOGIES INC

Merged timeline of congressional filings and notable-manager moves on LUMN
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+2,093,451 sh
2026-05-15Bridgewater Associates 13Ftrim−457,483 sh
2026-05-15Gotham Asset Management 13Fexit−221,652 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of LUMN for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$955M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$432M1
3STATE STREET CORP$320M1
4VANGUARD CAPITAL MANAGEMENT LLC$289M1
5FMR LLC$218M1
6GEODE CAPITAL MANAGEMENT, LLC$159M1
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$119M1
8D. E. Shaw & Co., Inc.$104M1
9DIMENSIONAL FUND ADVISORS LP$104M1
10FIRST TRUST ADVISORS LP$88.8M1
11MORGAN STANLEY$82.6M1
12BARCLAYS PLC$81.1M1
13NORTHERN TRUST CORP$73.7M1
14RENAISSANCE TECHNOLOGIES LLC$67.6M1
15Invesco Ltd.$63.6M1
16HSBC HOLDINGS PLC$60.4M1
17Allianz Asset Management GmbH$59.0M1
18ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$55.3M1
19VANGUARD FIDUCIARY TRUST CO$45.3M1
20Curi Capital, LLC$40.8M1
21TWO SIGMA INVESTMENTS, LP$40.6M1
22Bank of New York Mellon Corp$38.9M1
23Nuveen, LLC$37.2M1
24JANE STREET GROUP, LLC$35.8M1
25LM Asset Management Inc.$34.5M1
26GENDELL JEFFREY L$33.1M1
27PRINCIPAL FINANCIAL GROUP INC$32.1M1
28MILLENNIUM MANAGEMENT LLC$31.8M1
29UBS Group AG$30.3M1
30Connor, Clark & Lunn Investment Management Ltd.$29.4M1
31PUBLIC SECTOR PENSION INVESTMENT BOARD$25.9M1
32UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$23.0M1
33BANK OF AMERICA CORP /DE/$20.9M1
34CITIGROUP INC$20.4M1
35FEDERATED HERMES, INC.$20.0M1
36Penn Capital Management Company, LLC$18.9M1
37RHUMBLINE ADVISERS$18.2M1
38CITADEL ADVISORS LLC$17.5M1
39Legal & General Group Plc$17.5M1
40VAN DEN BERG MANAGEMENT I, INC$16.9M1
41TUDOR INVESTMENT CORP ET AL$16.8M1
42HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$15.5M1
43WESTERLY CAPITAL MANAGEMENT, LLC$15.3M1
44AMERIPRISE FINANCIAL INC$13.9M1
45Swiss National Bank$13.4M1
46NEW YORK STATE COMMON RETIREMENT FUND$13.3M1
47BRIGADE CAPITAL MANAGEMENT, LP$12.8M1
48BALYASNY ASSET MANAGEMENT L.P.$11.7M1
49DEUTSCHE BANK AG\$11.6M1
50Voleon Capital Management LP$11.1M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$10.8M1
52Janus Henderson Group Ltd.$9.6M1
53LPL Financial LLC$9.6M1
54Sequoia Financial Advisors, LLC$9.3M1
55ALLIANCEBERNSTEIN L.P.$9.2M1
56VOYA INVESTMENT MANAGEMENT LLC$9.2M1
57CANADA PENSION PLAN INVESTMENT BOARD$8.1M1
58PRUDENTIAL FINANCIAL INC$8.0M1
59INTECH INVESTMENT MANAGEMENT LLC$7.9M1
60VANGUARD ASSET MANAGEMENT, Ltd$6.0M1
61Summit Financial, LLC$5.9M1
62WELLS FARGO & COMPANY/MN$5.3M1
63Mitsubishi UFJ Trust & Banking Corp$5.2M1
64FRANKLIN RESOURCES INC$5.2M1
65Aquatic Capital Management LLC$5.0M1
66RAYMOND JAMES FINANCIAL INC$4.3M1
67GROUP ONE TRADING LLC$3.8M1
68MetLife Investment Management, LLC$3.6M1
69Havemeyer Place LP$3.5M1
70Soviero Asset Management, LP$3.5M1
71SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.4M1
72MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.2M1
73Pathstone Holdings, LLC$3.2M1
74MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.1M1
75Walleye Capital LLC$3.0M1
76Vanguard Global Advisers, LLC$3.0M1
77STATE OF WISCONSIN INVESTMENT BOARD$3.0M1
78Qube Research & Technologies Ltd$3.0M1
79LONESTAR CAPITAL MANAGEMENT LLC$3.0M1
80CONGRESS ASSET MANAGEMENT CO$3.0M1
81Creative Planning$2.9M1
82Hilton Capital Management, LLC$2.9M1
83JT Stratford LLC$2.9M1
84PLUSTICK MANAGEMENT LLC$2.8M1
85Trexquant Investment LP$2.7M1
86CHOREO, LLC$2.7M1
87Edgestream Partners, L.P.$2.6M1
88XTX Topco Ltd$2.6M1
89Zurcher Kantonalbank (Zurich Cantonalbank)$2.5M1
90Tidal Investments LLC$2.5M1
91SEI INVESTMENTS CO$2.5M1
92Mariner, LLC$2.4M1
93YOUSIF CAPITAL MANAGEMENT, LLC$2.4M1
94State of New Jersey Common Pension Fund D$2.4M1
95Kestra Advisory Services, LLC$2.3M1
96Mraz, Amerine & Associates, Inc.$2.2M1
97Sentinel Dome Partners, LLC$2.1M1
98Engineers Gate Manager LP$2.0M1
99Focus Partners Wealth$2.0M1
100Squarepoint Ops LLC$2.0M1
101ROYAL BANK OF CANADA$2.0M1
102Credit Capital Investments LLC$1.9M1
103Ensign Peak Advisors, Inc$1.9M1
104Arizona State Retirement System$1.9M1
105Clayton Partners LLC$1.8M1
106Miller Capital Partners, Inc.$1.8M1
107Amundi$1.8M1
108McAdam, LLC$1.8M1
109CAPITOLIS LIQUID GLOBAL MARKETS LLC$1.7M1
110Vanguard Investments Australia, Ltd.$1.7M1
111Brevan Howard Capital Management LP$1.7M1
112Universal- Beteiligungs- und Servicegesellschaft mbH$1.6M1
113STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.6M1
114COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.6M1
115AQR CAPITAL MANAGEMENT LLC$1.6M1
116FIFTH THIRD BANCORP$1.6M1
117Cerity Partners LLC$1.5M1
118OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
119KLP KAPITALFORVALTNING AS$1.5M1
120IMC-Chicago, LLC$1.4M1
121MRP Capital Investments, LLC$1.4M1
122Walleye Trading LLC$1.3M1
123OSAIC HOLDINGS, INC.$1.3M1
124HighTower Advisors, LLC$1.3M1
125Capstone Financial Advisors, Inc.$1.3M1
126Quantinno Capital Management LP$1.3M1
127INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$1.2M1
128QUADRANT CAPITAL GROUP LLC$1.2M1
129October Effect Ltd$1.1M1
130BANK OF MONTREAL /CAN/$1.1M1
131Pictet Asset Management Holding SA$1.1M1
132ProShare Advisors LLC$1.1M1
133COMMONWEALTH EQUITY SERVICES, LLC$1.1M1
134VICTORY CAPITAL MANAGEMENT INC$1.0M1
135BOOTHBAY FUND MANAGEMENT, LLC$1.0M1
136Bridgewater Associates, LP$959K1
137Maryland State Retirement & Pension System$956K1
138BSW Wealth Partners$946K1
139Empowered Funds, LLC$925K1
140Counterpoint Mutual Funds LLC$904K1
141Cetera Investment Advisers$896K1
142FIRST CITIZENS BANK & TRUST CO$864K1
143Madison Asset Management, LLC$862K1
144Envestnet Portfolio Solutions, Inc.$828K1
145OXFORD ASSET MANAGEMENT LLP$823K1
146Man Group plc$799K1
147MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$750K1
148Quantbot Technologies LP$742K1
149MML INVESTORS SERVICES, LLC$722K1
150Vanguard Personalized Indexing Management, LLC$701K1
151MASSACHUSETTS FINANCIAL SERVICES CO /MA/$700K1
152ARISTEIA CAPITAL, L.L.C.$699K1
153Lighthouse Investment Partners, LLC$688K1
154Bridgefront Capital, LLC$682K1
155Sterling Capital Management LLC$672K1
156LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$635K1
157XPONANCE LLC$618K1
158Tower Research Capital LLC (TRC)$617K1
159STIFEL FINANCIAL CORP$594K1
160BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$561K1
161EVERGREEN CAPITAL MANAGEMENT LLC$553K1
162CIDEL ASSET MANAGEMENT INC$550K1
163Ameritas Investment Partners, Inc.$548K1
164LAZARD ASSET MANAGEMENT LLC$547K1
165MARINER INVESTMENT GROUP LLC$521K1
166HANCOCK WHITNEY CORP$520K1
167CIBC Asset Management Inc$504K1
168MACKENZIE FINANCIAL CORP$502K1
169AMERICAN CENTURY COMPANIES INC$502K1
170Compagnie Lombard Odier SCmA$487K1
171Atria Investments, Inc$473K1
172MONETA GROUP INVESTMENT ADVISORS LLC$468K1
173Avior Wealth Management, LLC$461K1
174Compound Planning, Inc.$447K1
175Perigon Wealth Management, LLC$437K1
176Swiss Life Asset Management Ltd$431K1
177O'SHAUGHNESSY ASSET MANAGEMENT, LLC$428K1
178Federation des caisses Desjardins du Quebec$428K1
179Crossmark Global Holdings, Inc.$424K1
180Deseret Mutual Benefit Administrators$419K1
181AXQ CAPITAL, LP$412K1
182WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$398K1
183Circle Wealth Management, LLC$391K1
184Abel Hall, LLC$382K1
185Baird Financial Group, Inc.$377K1
186Corient Private Wealth LLC$360K1
187CIBC Bancorp USA Inc.$354K1
188DnB Asset Management AS$329K1
189PROFUND ADVISORS LLC$325K1
190Beacon Pointe Advisors, LLC$323K1
191Private Advisor Group, LLC$323K1
192Gallagher Fiduciary Advisors, LLC$320K1
193FULTON BANK, N.A.$303K1
194Robertson Stephens Wealth Management, LLC$303K1
195STOREBRAND ASSET MANAGEMENT AS$301K1
196Spire Wealth Management$298K1
197NISA INVESTMENT ADVISORS, LLC$297K1
198AE Wealth Management LLC$295K1
199ENVESTNET ASSET MANAGEMENT INC$292K1
200Straight Path Wealth Management$278K1
201GUGGENHEIM CAPITAL LLC$276K1
202M&T BANK CORP$276K1
203Brooklyn Investment Group$273K1
204Rockefeller Capital Management L.P.$269K1
205Vinva Investment Management Ltd$265K1
206TWO SIGMA SECURITIES, LLC$263K1
207Revisor Wealth Management LLC$260K1
208NOMURA ASSET MANAGEMENT CO LTD$254K1
209NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$253K1
210SAGE RHINO CAPITAL LLC$251K1
211FOX RUN MANAGEMENT, L.L.C.$251K1
212Dynamic Technology Lab Private Ltd$249K1
213Steward Partners Investment Advisory, LLC$244K1
214Graham Capital Management, L.P.$240K1
215Y-Intercept (Hong Kong) Ltd$230K1
216MISSION WEALTH MANAGEMENT, LP$226K1
217World Investment Advisors$223K1
218SEGALL BRYANT & HAMILL, LLC$222K1
219Vident Advisory, LLC$220K1
220SHELTON CAPITAL MANAGEMENT$214K1
221MERCER GLOBAL ADVISORS INC /ADV$212K1
222Strategic Financial Concepts, LLC$211K1
223Bayforest Capital Ltd$210K1
224Bleakley Financial Group, LLC$209K1
225Garden State Investment Advisory Services LLC$209K1
226BLAIR WILLIAM & CO/IL$203K1
227Merit Financial Group, LLC$202K1
228Southeast Asset Advisors, LLC$192K1
229Sanctuary Advisors, LLC$187K1
230Kovack Advisors, Inc.$179K1
231Callan Family Office, LLC$177K1
232COLDSTREAM CAPITAL MANAGEMENT INC$174K1
233Independent Advisor Alliance$168K1
234GTS SECURITIES LLC$165K1
235Pinnacle Wealth Planning Services, Inc.$162K1
236BENJAMIN EDWARDS INC$159K1
237Ethic Inc.$157K1
238NewEdge Advisors, LLC$149K1
239SBI Securities Co., Ltd.$148K1
240GLENMEDE TRUST CO NA$147K1
241PFG Investments, LLC$147K1
242OPPENHEIMER & CO INC$143K1
243TRUIST FINANCIAL CORP$141K1
244BETO FINANCIAL GROUP, LLC$139K1
245WHITEBOX ADVISORS LLC$139K1
246Quinn Opportunity Partners LLC$139K1
247Mutual Advisors, LLC$139K1
248Secure Asset Management, LLC$136K1
249OPPENHEIMER ASSET MANAGEMENT INC.$135K1
250VERUS CAPITAL PARTNERS, LLC$135K1
251Ballentine Partners, LLC$130K1
252SIGNATUREFD, LLC$129K1
253RITHOLTZ WEALTH MANAGEMENT$128K1
254Eurizon Capital SGR S.p.A.$128K1
255BNP Paribas Asset Management Holding S.A.$125K1
256Smith Salley Wealth Management$124K1
257KESTRA PRIVATE WEALTH SERVICES, LLC$124K1
258FAS Wealth Partners, Inc.$123K1
259Stratos Wealth Advisors, LLC$122K1
260Headlands Technologies LLC$122K1
261GATEWAY INVESTMENT ADVISERS LLC$121K1
262Inscription Capital, LLC$117K1
263Pacific Sage Partners, LLC$117K1
264Numerai GP LLC$115K1
265HOWE & RUSLING INC$114K1
266Wealthfront Advisers LLC$114K1
267US BANCORP \DE\$114K1
268FIRST MANHATTAN CO. LLC.$112K1
269&PARTNERS$111K1
270Sowell Financial Services LLC$111K1
271HBK Sorce Advisory LLC$110K1
272SAWGRASS ASSET MANAGEMENT LLC$107K1
273Olympiad Research LP$107K1
274Focus Partners Advisor Solutions, LLC$106K1
275PDS Planning, Inc$104K1
276INCEPTIONR LLC$103K1
277TEACHER RETIREMENT SYSTEM OF TEXAS$101K1
278Meeder Advisory Services, Inc.$100K1
279Vise Technologies, Inc.$99.3K1
280bLong Financial, LLC$97.5K1
281PRELUDE CAPITAL MANAGEMENT, LLC$97.0K1
282Kingsview Wealth Management, LLC$96.9K1
283Scientech Research LLC$96.4K1
284Capital Investment Advisors, LLC$96.1K1
285KEYNOTE FINANCIAL SERVICES LLC$94.5K1
286WealthTrust Axiom LLC$92.9K1
287HB Wealth Management, LLC$92.8K1
288Savvy Advisors, Inc.$92.7K1
289Invst, LLC$92.1K1
290TruWealth Advisors, LLC$91.8K1
291Concurrent Investment Advisors, LLC$91.7K1
292Stratos Wealth Partners, LTD.$91.6K1
293FORTEM FINANCIAL GROUP, LLC$91.4K1
294CWM, LLC$90.5K1
295MIRABELLA FINANCIAL SERVICES LLP$89.7K1
296Front Street Capital Management, Inc.$87.5K1
297HARVEST MANAGEMENT LLC$87.2K1
298CITIZENS FINANCIAL GROUP INC/RI$84.6K1
299Cornerstone Wealth Management, LLC$84.0K1
300FOURPATH CAPITAL MANAGEMENT, LLC$83.4K1
301Smartleaf Asset Management LLC$82.8K1
302Berger Financial Group, Inc$80.8K1
303Armstrong, Fleming & Moore, Inc$77.5K1
304WEALTH ALLIANCE, LLC$74.7K1
305NorthRock Partners, LLC$73.2K1
306SJS Investment Consulting Inc.$70.2K1
307Firestone Capital Management$69.5K1
308Quantum Private Wealth, LLC$69.5K1
309Key Capital Management, INC$69.5K1
310Allworth Financial LP$67.4K1
311J. Derek Lewis & Associates Inc.$62.6K1
312State of Wyoming$55.3K1
313Kemnay Advisory Services Inc.$54.0K1
314Salomon & Ludwin, LLC$48.1K1
315Orion Capital Management LLC$44.9K1
316UMB Bank, n.a.$35.6K1
317Legacy Wealth Managment, LLC/ID$29.7K1
318CVA Family Office, LLC$22.9K1
319INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$21.9K1
320True Wealth Design, LLC$20.9K1
321Financial Perspectives, Inc$17.3K1
322Larson Financial Group LLC$15.4K1
323ASSETMARK, INC$14.1K1
324Sachetta, LLC$13.9K1
325Generali Asset Management SPA SGR$12.0K1
326Axiom Investment Management LLC$11.8K1
327Rakuten Securities, Inc.$10.9K1
328NATIONAL BANK OF CANADA /FI/$10.3K1
329Private Wealth Management Group, LLC$7.8K1
330Parkside Financial Bank & Trust$7.6K1
331NATIXIS ADVISORS, LLC$7.4K1
332Ancora Advisors LLC$7.0K1
333Richardson Capital Management LLC$7.0K1
334Founders Capital Management$7.0K1
335SWAN Capital LLC$7.0K1
336First Pacific Financial$6.8K1
337Arax Advisory Partners$6.3K1
338Keating Financial Advisory Services, Inc.$6.2K1
339Owl Creek Wealth Partners LLC$6.0K1
340NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.6K1
341MAI Capital Management$5.6K1
342ALGERT GLOBAL LLC$5.1K1
343SHP Wealth Management$5.0K1
344TD Waterhouse Canada Inc.$4.9K1
345DANSKE BANK A/S$4.9K1
346AMERIFLEX GROUP, INC.$4.7K1
347THRIVENT FINANCIAL FOR LUTHERANS$4.4K1
348TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$4.2K1
349Blue Trust, Inc.$3.7K1
350State of Alaska, Department of Revenue$3.5K1
351American Capital Advisory, LLC$3.5K1
352Chung Wu Investment Group, LLC$3.5K1
353Arlington Trust Co LLC$3.3K1
354Physician Wealth Advisors, Inc.$2.8K1
355PFS Partners, LLC$2.6K1
356Wilmington Savings Fund Society, FSB$2.5K1
357N.E.W. Advisory Services LLC$2.5K1
358Geneos Wealth Management Inc.$2.4K1
359Westfuller Advisors, LLC$2.4K1
360Medallion Wealth Advisors, LLC$2.2K1
361Prestige Wealth Management Group LLC$2.2K1
362Twin Tree Management, LP$2.1K1
363ARMSTRONG ADVISORY GROUP, INC$1.9K1
364Caitong International Asset Management Co., Ltd$1.9K1
365Triumph Capital Management$1.8K1
366TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.6K1
367EVERMAY WEALTH MANAGEMENT LLC$1.6K1
368JFS WEALTH ADVISORS, LLC$1.6K1
369Stone House Investment Management, LLC$1.5K1
370Manchester Capital Management LLC$1.4K1
371NFSG Corp$1.4K1
372Nemes Rush Group LLC$1.4K1
373Pacific Center for Financial Services$1.4K1
374Rialto Wealth Management, LLC$1.3K1
375Parvin Asset Management, LLC$1.2K1
376Scarborough Advisors, LLC$1.2K1
377ALERUS FINANCIAL NA$1.2K1
378ACADIAN ASSET MANAGEMENT LLC$1.2K1
379Ankerstar Wealth, LLC$1.1K1
380Bell Investment Advisors, Inc$1.0K1
381Godfrey Financial Associates, Inc.$1.0K1
382GILPIN WEALTH MANAGEMENT, LLC$1.0K1
383KELLEHER FINANCIAL ADVISORS$8761
384Vermillion Wealth Management, Inc.$8761
385Quarry LP$8621
386Cranbrook Wealth Management, LLC$8341
387Jackson, Grant Investment Advisers, Inc.$8131
388Destiny Wealth Partners, LLC$7581
389KBC Group NV$7181
390New England Capital Financial Advisors LLC$6951
391Glen Eagle Advisors, LLC$6951
392PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$6921
393BARRETT & COMPANY, INC.$6791
394First Command Advisory Services, Inc.$6741
395DiNuzzo Private Wealth, Inc.$6611
396Strategic Investment Solutions, Inc. /IL$6541
397JNBA Financial Advisors$6051
398TD Capital Management LLC$5801
399Pflug Koory, LLC$5141
400Caitlin John, LLC$4931
401Cherry Tree Wealth Management, LLC$4661
402Annis Gardner Whiting Capital Advisors, LLC$4311
403Atlantic Union Bankshares Corp$4301
404HFM Investment Advisors, LLC$3891
405Dogwood Wealth Management LLC$3821
406Asset Dedication, LLC$3701
407Cassaday & Co Wealth Management LLC$3411
408Quantitative Investment Management, LLC$3381
409FINANCIAL CONSULATE, INC$3271
410Kingdom Financial Group LLC.$3271
411Westside Investment Management, Inc.$2921
412COUNTRY TRUST BANK$2851
413Provenance Wealth Advisors, LLC$2641
414GSA CAPITAL PARTNERS LLP$2601
415Kimelman & Baird, LLC$2371
416GABLES CAPITAL MANAGEMENT INC.$2361
417Reyes Financial Architecture, Inc.$2361
418Abound Wealth Management$2301
419GHP Investment Advisors, Inc.$2231
420CNB Bank$2021
421Elevated Capital Advisors, LLC$2021
422North Ridge Wealth Advisors, Inc.$2021
423Community Financial Services Group, LLC$1981
424HighMark Wealth Management LLC$1731
425Hilton Head Capital Partners, LLC$1511
426MATHER GROUP, LLC.$1391
427Tradewinds Capital Management, LLC$1261
428Key FInancial Inc$1111
429Benson Wealth Management INC$1111
430BARTLETT & CO. WEALTH MANAGEMENT LLC$961
431Twin Lakes Capital Management, LLC$951
432Moisand Fitzgerald Tamayo, LLC$841
433Clear Street Group Inc.$831
434TRUST CO OF TOLEDO NA /OH/$761
435CENTAURUS FINANCIAL, INC.$701
436United Financial Planning Group LLC$701
437ASO GROUP Ltd$701
438HOEY INVESTMENTS, INC$631
439West Financial Advisors, LLC$631
440Midwest Capital Advisors, LLC$561
441Dorato Capital Management$501
442BFSG, LLC$351
443Smallwood Wealth Investment Management, LLC$341
444TFC Financial Management, Inc.$281
445Breakwater Investment Management$211
446SALEM INVESTMENT COUNSELORS INC$71
447PITTENGER & ANDERSON INC$71
448DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$41
449Winthrop Capital Management, LLC$31
450VALLEY NATIONAL ADVISERS INC$21
451Avion Wealth$21
452CENTRAL TRUST Co$01
453VANGUARD GROUP INC$01
454HARBOUR INVESTMENTS, INC.$01
455Clearstead Advisors, LLC$01
456PANAGORA ASSET MANAGEMENT INC$01
457COMERICA BANK$01
458HM PAYSON & CO$01
459VIRGINIA RETIREMENT SYSTEMS ET Al$01
460HARBOR CAPITAL ADVISORS, INC.$01
461CANADA LIFE ASSURANCE Co$01
462CIBC WORLD MARKETS CORP$01
463SIG BROKERAGE, LP$01
464CIBC Private Wealth Group LLC$01
465Cadence Bank$01
466SOL Capital Management CO$01
467Weiss Asset Management LP$01
468Orion Porfolio Solutions, LLC$01
469NORGES BANK$01
470PEAK6 LLC$01
471Employees Retirement System of Texas$01
472J.W. COLE ADVISORS, INC.$01
473Verition Fund Management LLC$01
474EXCHANGE TRADED CONCEPTS, LLC$01
475Alberta Investment Management Corp$01
476HRT FINANCIAL LP$01
477TWO SIGMA ADVISERS, LP$01
478TCTC Holdings, LLC$01
479SIMPLEX TRADING, LLC$01
480Transamerica Financial Advisors, LLC$01
481Gotham Asset Management, LLC$01
482Baader Bank Aktiengesellschaft$01
483Palestra Capital Management LLC$01
484Camelot Portfolios, LLC$01
485Empirical Finance, LLC$01
486Brookstone Capital Management$01
487Private Advisory Group LLC$01
488Lido Advisors, LLC$01
489NorthCoast Asset Management LLC$01
490Phoenix Financial Ltd.$01
491OneDigital Investment Advisors LLC$01
492AustralianSuper Pty Ltd$01
493Summit Global Investments$01
494Belpointe Asset Management LLC$01
495DV Trading LLC$01
496Murphy, Middleton, Hinkle & Parker, Inc.$01
497ExodusPoint Capital Management, LP$01
498Atom Investors LP$01
499Elo Mutual Pension Insurance Co$01
500Gifford Fong Associates$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on LUMN

RETAINED WINDOW · ACTIVE HITS

Zero hits on LUMN in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for LUMN · financials and macro

Financials — as filed PLANNED

LUMN's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: LUMN on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing