Fund shareholders of Lifetime Brands Inc
ISIN US53222Q1031 · United States · LEI 549300GS38DC0OHLYK32
- Fund shareholders
- 50
- Of which ETFs
- 10 40 other funds
- Value held
- 18.4M $
- Share of capital
- 13.8 % of 23M shares on Jul 31, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 686,547 | 4.6M $ | 0.21 % | 2.99 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 403,605 | 2.3M $ | 0.00 % | 1.76 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 303,285 | 2M $ | 0.01 % | 1.32 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 204,433 | 676.7K $ | 0.00 % | 0.89 % | as of Feb 28, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 192,700 | 637.8K $ | 0.08 % | 0.84 % | as of Feb 28, 2026 ↗ |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 178,000 | 1M $ | 0.03 % | 0.77 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 141,338 | 811.3K $ | 0.00 % | 0.61 % | as of Mar 31, 2026 ↗ |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 136,727 | 784.8K $ | 0.20 % | 0.59 % | as of Mar 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 72,233 | 487.6K $ | 0.00 % | 0.31 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 70,912 | 234.7K $ | 0.00 % | 0.31 % | as of Feb 28, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 67,974 | 458.8K $ | 0.01 % | 0.30 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 66,993 | 452.2K $ | 0.00 % | 0.29 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 61,540 | 415.4K $ | 0.00 % | 0.27 % | as of Apr 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 59,931 | 404.5K $ | 0.01 % | 0.26 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 57,274 | 386.6K $ | 0.00 % | 0.25 % | as of Apr 30, 2026 ↗ |
| TETON Westwood Mighty Mites Fund Teton Westwood Funds | 50,900 | 292.2K $ | 0.16 % | 0.22 % | as of Mar 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 50,766 | 291.4K $ | 0.02 % | 0.22 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 42,821 | 289K $ | 0.00 % | 0.19 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 38,957 | 263K $ | 0.00 % | 0.17 % | as of Apr 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 35,120 | 201.6K $ | 0.16 % | 0.15 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 32,171 | 184.7K $ | 0.02 % | 0.14 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 26,030 | 175.7K $ | 0.00 % | 0.11 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 21,506 | 71.2K $ | 0.00 % | 0.09 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 19,213 | 63.6K $ | 0.00 % | 0.08 % | as of Feb 28, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 17,347 | 117.1K $ | 0.00 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 16,431 | 110.9K $ | 0.00 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 15,165 | 50.2K $ | 0.00 % | 0.07 % | as of Feb 28, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 13,509 | 44.7K $ | 0.00 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Gabelli Global Mini Mites Fund GAMCO Global Series Funds, Inc | 12,500 | 71.8K $ | 0.33 % | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 11,905 | 68.3K $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 9,682 | 55.6K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,691 | 58.7K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 6,122 | 35.1K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 5,467 | 31.4K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,223 | 30K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,936 | 33.3K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 4,000 | 23K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 2,931 | 16.8K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,448 | 14.1K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,970 | 13.3K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,110 | 6.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 1,029 | 3.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,017 | 5.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 785 | 4.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 645 | 2.1K $ | 0.00 % | as of Feb 28, 2026 ↗ | |
| Small Cap Core Fund Northern Funds | 499 | 2.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 361 | 1.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 300 | 2K $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 70 | 472.5 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 51 | 168.8 $ | 0.00 % | 0.00 % | as of Feb 28, 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 | |
|---|---|---|
| Gabelli Global Mini Mites Fund GAMCO Global Series Funds, Inc | 0.33 % | as of Mar 31, 2026 ↗ |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 0.21 % | as of Apr 30, 2026 ↗ |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.20 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.16 % | as of Mar 31, 2026 ↗ |
| TETON Westwood Mighty Mites Fund Teton Westwood Funds | 0.16 % | as of Mar 31, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 0.08 % | as of Feb 28, 2026 ↗ |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 0.03 % | as of Mar 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.01 % | 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 | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 50 | 0 | 3,165,170 | +2.6 % |
| 2026Q1 | 50 | -7 | 3,083,544 | -12.9 % |
| 2025Q4 | 57 | -10 | 3,541,497 | -7.2 % |
| 2025Q3 | 67 | -50 | 3,817,697 | -10.1 % |
| 2025Q2 | 117 | -3 | 4,245,311 | +2.1 % |
| 2025Q1 | 120 | 0 | 4,156,824 | -6.3 % |
| 2024Q4 | 120 | +36 | 4,435,735 | +15.4 % |
| 2024Q3 | 84 | +26 | 3,843,326 | +14.0 % |
| 2024Q2 | 58 | +1 | 3,370,723 | +3.7 % |
| 2024Q1 | 57 | -1 | 3,249,566 | +3.6 % |
| 2023Q4 | 58 | 3,137,105 |
Institutional managers
50 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| JB CAPITAL PARTNERS LP | 1,627,852 | 9.3M $ | as of Mar 31, 2026 |
| Mill Road Capital Management LLC | 1,065,810 | 6.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,064,097 | 6.1M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 922,216 | 5.3M $ | as of Mar 31, 2026 |
| MARTIN & CO INC /TN/ | 532,041 | 3.1M $ | as of Mar 31, 2026 |
| Pacific Ridge Capital Partners, LLC | 495,737 | 2.8M $ | as of Mar 31, 2026 |
| RBF Capital, LLC | 402,452 | 2.3M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 236,658 | 1.4K $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 227,686 | 1.3M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 223,669 | 1.3M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 214,214 | 1.2M $ | as of Mar 31, 2026 |
| Truffle Hound Capital, LLC | 200,000 | 1.1M $ | as of Mar 31, 2026 |
| GAMCO INVESTORS, INC. ET AL | 178,000 | 1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 159,491 | 915.7K $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 124,128 | 712.5K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 116,765 | 670.2K $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 74,600 | 428 $ | as of Mar 31, 2026 |
| Creative Planning | 54,639 | 313.6K $ | as of Mar 31, 2026 |
| Teton Advisors, LLC | 50,900 | 292.2K $ | as of Mar 31, 2026 |
| GSA CAPITAL PARTNERS LLP | 46,775 | 268 $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 45,380 | 260.5K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 45,079 | 258.8K $ | as of Mar 31, 2026 |
| UBS Group AG | 42,686 | 245K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 34,722 | 199.3K $ | as of Mar 31, 2026 |
| BAILARD, INC. | 27,089 | 155.5K $ | as of Mar 31, 2026 |
Declared shareholders of Lifetime Brands Inc
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 | |
|---|---|---|---|
| Mill Road Capital II, L.P. and 2 others | 4.70 % | 1,063,079 | as of Jun 16, 2026 · SCHEDULE 13D |
Cite this page
Titelia. "Fund shareholders of Lifetime Brands Inc". https://titelia.com/en/stocks/lifetime-brands-inc-US53222Q1031