LFSC institutional holders

RBB FD INC · 13F, 2026Q2

Managers holding8
Shares held2,214,032
Reported value$100.1m
Quarter flows3 new, 3 added, 1 trimmed, 2 exited

Top 8 holders

ManagerSharesValue% of manager's 13F
EMERALD MUTUAL FUND ADVISERS TRUST1,997,035$90.3m3.2%
SBE LLC DBA CEDAR COVE WEALTH PARTNERS70,126$3.2m1.5%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC57,742$2.6m0.3%
Atria Investments, Inc24,506$1.1m0.0%
IHT Wealth Management, LLC24,506$1.1m0.0%
Old Port Advisors22,613$1.0m0.2%
Tidal Investments LLC17,474$789,8820.0%
FMR LLC30$1,3560.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("LFSC"). LFSC price history · All 13F data

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