Funds holding Lake Shore Bancorp Inc/MD
ISIN US5107041098 · United States
- Fund holders
- 25
- Of which ETFs
- 8 17 other funds
- Value held
- 1.6M $
- Share of capital
- 1.3 % of 7.9M shares on Aug 6, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 24,193 | 367.2K $ | 0.00 % | 0.31 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,238 | 182.7K $ | 0.00 % | 0.14 % | as of Apr 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 10,356 | 157.2K $ | 0.13 % | 0.13 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 8,679 | 134.4K $ | 0.00 % | 0.11 % | as of Feb 28, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 8,593 | 130.4K $ | 0.01 % | 0.11 % | as of Mar 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,706 | 92.8K $ | 0.00 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 5,546 | 85.9K $ | 0.00 % | 0.07 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,842 | 78.7K $ | 0.00 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 4,671 | 72.3K $ | 0.00 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 4,441 | 72.2K $ | 0.00 % | 0.06 % | as of Apr 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,399 | 55.3K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 3,345 | 51.8K $ | 0.00 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 3,125 | 50.8K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,016 | 15.4K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 898 | 14.6K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 786 | 11.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 727 | 11.8K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 607 | 9.2K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 550 | 8.9K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 457 | 7.4K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 230 | 3.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 14 | 227.6 $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 10 | 162.6 $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 5 | 81.3 $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 5 | 81.3 $ | 0.00 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.13 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 0.00 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 25 | 0 | 103,439 | +2.3 % |
| 2026Q1 | 25 | 0 | 101,095 | -7.6 % |
| 2025Q4 | 25 | +10 | 109,446 | +207.0 % |
| 2025Q3 | 15 | 35,648 |
Institutional managers
27 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| STILWELL VALUE LLC | 773,675 | 11.7M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 448,959 | 6.6M $ | as of Mar 31, 2026 |
| Oppenheimer & Close, LLC | 180,000 | 2.7M $ | as of Mar 31, 2026 |
| MANGROVE PARTNERS IM, LLC | 150,585 | 2.3M $ | as of Mar 31, 2026 |
| HBK Sorce Advisory LLC | 88,078 | 1.4M $ | as of Mar 31, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 75,190 | 1.1M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 69,041 | 1M $ | as of Mar 31, 2026 |
| Peapod Lane Capital LLC | 68,943 | 1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 52,804 | 801.6K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 45,709 | 693.8K $ | as of Mar 31, 2026 |
| Minerva Advisors LLC | 44,259 | 671.9K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 29,905 | 454K $ | as of Mar 31, 2026 |
| COURIER CAPITAL LLC | 25,685 | 389.9K $ | as of Mar 31, 2026 |
| FIRST MANHATTAN CO. LLC. | 25,075 | 380.6K $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 21,808 | 328 $ | as of Mar 31, 2026 |
| Sandhill Capital Partners LLC | 18,116 | 275K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 17,936 | 272.4K $ | as of Mar 31, 2026 |
| Round Hill Asset Management | 15,715 | 238.6K $ | as of Mar 31, 2026 |
| Cerity Partners LLC | 15,335 | 232.8K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 12,568 | 190.8K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 10,543 | 160K $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 4,171 | 63K $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 1,354 | 20.6K $ | as of Mar 31, 2026 |
| WHITTIER TRUST CO | 628 | 9.7K $ | as of Mar 31, 2026 |
| Arax Advisory Partners | 541 | 8.2K $ | as of Mar 31, 2026 |
Declared shareholders of Lake Shore Bancorp Inc/MD
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| AllianceBernstein L.P. | 5.70 % | 448,959 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Lake Shore Bancorp Inc/MD". https://titelia.com/en/stocks/lake-shore-bancorp-inc-md-US5107041098