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Funds Holding LUMO

On this page, we present all of the funds holding LUMO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding LUMO, with a link to that fund's top holdings. The next columns indicate the amount of LUMO stock held by each of the funds holding LUMO, followed by the LUMO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 38 funds holding LUMO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wells Fargo & Company MN. For more details on the positions held by Wells Fargo & Company MN (or by any of the other funds holding LUMO), click the fund name in the "Holder" column of the funds-holding-LUMO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN417,051$1,326 12/31/2023
     LUMO417,051$1,326 12/31/2023
Goldman Sachs Group Inc.406,611$1,293 12/31/2023
     LUMO406,611$1,293 12/31/2023
Blackstone Group Inc326,552$1,038 12/31/2023
     LUMO326,552$1,038 12/31/2023
Vanguard Group Inc.244,082$776 12/31/2023
     LUMO244,082$776 12/31/2023
Renaissance Technologies LLC221,614$705 12/31/2023
     LUMO221,614$705 12/31/2023
Acuitas Investments LLC125,282$394 12/31/2023
     LUMO125,282$394 12/31/2023
Jefferies Financial Group Inc.120,651$384 12/31/2023
     LUMO120,651$384 12/31/2023
Lion Point Capital LP90,794$289 12/31/2023
     LUMO90,794$289 12/31/2023
Greenwich Wealth Management LLC76,341$243 12/31/2023
     LUMO76,341$243 12/31/2023
Bridgeway Capital Management Inc.47,643$149 12/31/2023
     LUMO47,643$149 12/31/2023
Geode Capital Management LLC47,596$149 12/31/2023
     LUMO47,596$149 12/31/2023
BlackRock Inc.43,460$138 12/31/2023
     LUMO43,460$138 12/31/2023
Two Sigma Investments LP42,619$136 12/31/2023
     LUMO42,619$136 12/31/2023
Two Sigma Advisers LP28,300$90 12/31/2023
     LUMO28,300$90 12/31/2023
Marquette Asset Management LLC25,760$82 12/31/2023
     LUMO25,760$82 12/31/2023
Private Advisor Group LLC16,013$51 12/31/2023
     LUMO16,013$51 12/31/2023
Dimensional Fund Advisors LP15,564$49 12/31/2023
     LUMO15,564$49 12/31/2023
Bank of New York Mellon Corp11,858$38 12/31/2023
     LUMO11,858$38 12/31/2023
Envestnet Asset Management Inc.11,942$38 12/31/2023
     LUMO11,942$38 12/31/2023
Wealth Advisors of Iowa LLC11,699$37 12/31/2023
     LUMO11,699$37 12/31/2023
State Street Corp11,237$35 12/31/2023
     LUMO11,237$35 12/31/2023
Key Financial Inc10,927$35 12/31/2023
     LUMO10,927$35 12/31/2023
Advisor Group Holdings Inc.4,610$15 12/31/2023
     LUMO4,610$15 12/31/2023
Paladin Advisory Group LLC4,387$14 12/31/2023
     LUMO4,387$14 12/31/2023
Bank of America Corp DE1,800$6 12/31/2023
     LUMO1,800$6 12/31/2023
Tower Research Capital LLC TRC 1,574$5 12/31/2023
     LUMO1,574$5 12/31/2023
West Financial Advisors LLC784$2 03/31/2024
     LUMO784$2 03/31/2024
Morgan Stanley166$1 12/31/2023
     LUMO166$1 12/31/2023
Iron Horse Wealth Management LLC0$0 03/31/2024
     LUMO0$0 03/31/2024
JPMorgan Chase & Co.38$0 12/31/2023
     LUMO38$0 12/31/2023
Proequities Inc. $0 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
     LUMO0$0 12/31/2023
Group One Trading L.P.150$0 12/31/2023
     LUMO150$0 12/31/2023
Royal Bank of Canada78$0 12/31/2023
     LUMO78$0 12/31/2023
Northwestern Mutual Wealth Management Co.41$0 12/31/2023
     LUMO41$0 12/31/2023
UBS Group AG74$0 12/31/2023
     LUMO74$0 12/31/2023
Cypress Capital Management LLC WY 100$0 12/31/2023
     LUMO100$0 12/31/2023
Qube Research & Technologies Ltd3$0 12/31/2023
     LUMO3$0 12/31/2023
Global Retirement Partners LLC11$0 12/31/2023
     LUMO11$0 12/31/2023
Live Oak Investment Partners11$0 12/31/2023
     LUMO11$0 12/31/2023

See Summary: Institutional Holders of LUMO
See Details: Top 10 Hedge Funds Holding LUMO
Also See: LUMO Insider Buying
Also See: LUMO Holdings Changes

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