LINDBLAD EXPEDITIONS HLDGS I COM

LINDBLAD EXPEDITIONS HLDGS I COM is a security (CUSIP 535219109) tracked across SEC portfolio filings. 210 institutional managers reported $932.5M on Form 13F as of 2026-06-30; 21 registered fund positions totaling $51.8M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 210 managers by value.

ManagerLocationValueShares
BlackRock, Inc.New York, NY$122.6M4,340,762
FMR LLCBOSTON, MA$71.2M4,117,350
ARIEL INVESTMENTS, LLCCHICAGO, IL$59.5M3,439,063
PRINCIPAL FINANCIAL GROUP INCDES MOINES, IA$39.4M1,393,582
VANGUARD GROUP INCValley Forge, PA$34.0M2,355,182
STATE STREET CORPBOSTON, MA$30.0M1,063,599
MSD Partners, L.P.New York, NY$28.3M1,635,281
Black Diamond Financial, LLCTOWSON, MD$27.1M959,964
PINNACLE ASSOCIATES LTDNEW YORK, NY$22.6M800,048
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPBOSTON, MA$22.0M1,272,909
Driehaus Capital Management LLCChicago, IL$20.5M1,185,899
Bank of New York Mellon CorpNEW YORK, NY$19.4M685,618
UBS Group AGZurich, V8$18.9M1,094,314
ROYCE & ASSOCIATES LPNew York, NY$18.5M1,069,786
Select Equity Group, L.P.NEW YORK, NY$18.3M1,058,055

Top fund holders (N-PORT)

Showing 15 of 21 fund positions by value.

FundRegistrantValue% of fund
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$8.6M1.05%
ROYCE MICRO-CAP TRUST, INC.ROYCE MICRO-CAP TRUST, INC.$7.5M108.27%
Fidelity Advisor Stock Selector Mid Cap FundFidelity Advisor Series I$6.8M26.56%
ROYCE SMALL-CAP TRUST, INC.ROYCE SMALL-CAP TRUST, INC.$6.5M28.98%
Oberweis Micro-Cap FundOBERWEIS FUNDS$6.3M59.83%
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$4.5M2.57%
Small Cap PortfolioBNY MELLON VARIABLE INVESTMENT FUND$3.1M98.57%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC$2.4M3.16%
Embark Small Cap Equity FundHarbor Funds II$1.3M22.30%
Master Small Cap Index SeriesQuantitative Master Series LLC$1.1M2.27%
Dunham Small Cap Growth FundDunham Funds$737K85.63%
VANGUARD U.S. MOMENTUM FACTOR ETFVANGUARD WELLINGTON FUND$705K3.84%
Russell Investments U.S. Small Cap Equity ETFRussell Investments Exchange Traded Funds$627K127.09%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETFGoldman Sachs ETF Trust$555K5.63%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$478K0.08%

More