Titelia

Fund shareholders of Lifeway Foods Inc

ISIN US5319141090 · United States

Fund shareholders
108
Of which ETFs
18 90 other funds
Value held
24.4M $
Share of capital
7.5 % of 15.1M shares on Aug 7, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 191,1743.7M $0.00 %1.27 %as of Mar 31, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 172,0003.3M $0.09 %1.14 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 126,2312.4M $0.00 %0.84 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 64,6891.3M $0.00 %0.43 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 50,3361.4M $0.00 %0.33 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 43,7881.2M $0.02 %0.29 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 43,286837.2K $0.01 %0.29 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 35,217945.2K $0.01 %0.23 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 32,478719.7K $0.00 %0.21 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 31,647849.4K $0.01 %0.21 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 25,621567.8K $0.00 %0.17 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 25,136674.7K $0.00 %0.17 %as of Apr 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 20,221448.1K $0.17 %0.13 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 14,049377.1K $0.00 %0.09 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13,678367.1K $0.00 %0.09 %as of Apr 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 12,943250.3K $0.02 %0.09 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,373332.1K $0.02 %0.08 %as of Apr 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 12,100234K $0.19 %0.08 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 11,814261.8K $0.00 %0.08 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 11,677258.8K $0.01 %0.08 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 11,249301.9K $0.00 %0.07 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 10,000221.6K $0.00 %0.07 %as of Feb 28, 2026 ↗
TETON Westwood Mighty Mites Fund Teton Westwood Funds 10,000193.4K $0.11 %0.07 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 8,790170K $0.00 %0.06 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 8,605190.7K $0.00 %0.06 %as of Feb 28, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 7,331141.8K $0.01 %0.05 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 7,054136.4K $0.00 %0.05 %as of Mar 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,773150.1K $0.06 %0.04 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 6,604127.7K $0.02 %0.04 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 6,509125.9K $0.00 %0.04 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 6,493174.3K $0.00 %0.04 %as of Apr 30, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,166136.6K $0.07 %0.04 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 5,951159.7K $0.00 %0.04 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,855107.6K $0.01 %0.03 %as of Feb 28, 2026 ↗
Gabelli Global Mini Mites Fund GAMCO Global Series Funds, Inc 4,60089K $0.40 %0.03 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 4,11079.5K $0.01 %0.03 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 4,09879.3K $0.00 %0.03 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 3,91475.7K $0.01 %0.03 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,50067.7K $0.00 %0.02 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 3,34189.7K $0.00 %0.02 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 3,17061.3K $0.00 %0.02 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,11260.2K $0.01 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2,59250.1K $0.01 %0.02 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 2,36663.5K $0.00 %0.02 %as of Apr 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 2,21859.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 2,14457.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 2,10040.6K $0.00 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 2,08946.3K $0.00 %0.01 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,01254K $0.00 %0.01 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,90036.7K $0.00 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,75634K $0.01 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 1,72433.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 1,54029.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 1,53629.7K $0.00 %0.01 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,39527K $0.03 %0.01 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,32135.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 1,17331.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,13421.9K $0.00 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,09829.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 99919.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 99819.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 95025.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 94918.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 93325K $0.01 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 86719.2K $0.01 %0.01 %as of Feb 28, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 85416.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 80515.6K $0.00 %0.01 %as of Mar 31, 2026 ↗
Comstock Capital Value Fund Comstock Funds, Inc. 75014.5K $0.14 %0.00 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 70113.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 70013.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 69913.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 63317K $0.00 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 60413.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 59516K $0.00 %0.00 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 54510.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 52310.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4849.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 45812.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 45110K $0.00 %0.00 %as of Feb 28, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4418.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 4398.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 4258.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 42211.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 37510.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 3197.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 3187K $0.00 %0.00 %as of Feb 28, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 2865.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2715.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2335.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2204.9K $0.00 %0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 2003.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1843.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust 1803.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1633.6K $0.00 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1152.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1001.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 571.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 27724.7 $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 26502.8 $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 17328.8 $0.00 %0.00 %as of Mar 31, 2026 ↗

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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.

FundWeight in fund
Gabelli Global Mini Mites Fund GAMCO Global Series Funds, Inc 0.40 %as of Mar 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.19 %as of Mar 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 0.17 %as of Feb 28, 2026 ↗
Comstock Capital Value Fund Comstock Funds, Inc. 0.14 %as of Mar 31, 2026 ↗
TETON Westwood Mighty Mites Fund Teton Westwood Funds 0.11 %as of Mar 31, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 0.09 %as of Mar 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 0.07 %as of Feb 28, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 0.06 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust 0.04 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 0.03 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2108-11,136,158+5.1 %
2026Q1109-41,080,936+3.2 %
2025Q4113+11,047,229-10.1 %
2025Q3112-31,164,376-1.5 %
2025Q2115+21,181,749-3.8 %
2025Q1113+81,228,443+2.1 %
2024Q4105+421,203,558+18.0 %
2024Q363+241,019,804+17.5 %
2024Q239+2867,763+14.5 %
2024Q137+4757,908+6.2 %
2023Q433713,825

Institutional managers

74 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Divisadero Street Capital Management, LP1,408,76827.2M $as of Mar 31, 2026
Cresset Asset Management, LLC508,2329.8M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC368,6717.1M $as of Mar 31, 2026
BlackRock, Inc.277,7505.4M $as of Mar 31, 2026
TUDOR INVESTMENT CORP ET AL266,3985.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP235,7104.6M $as of Mar 31, 2026
GAMCO INVESTORS, INC. ET AL214,6504.2M $as of Mar 31, 2026
Slotnik Capital, LLC157,4733M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC136,1482.6M $as of Mar 31, 2026
MARSHALL WACE, LLP132,2572.6M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP119,6292.3M $as of Mar 31, 2026
STATE STREET CORP92,2961.8M $as of Mar 31, 2026
CITADEL ADVISORS LLC71,8811.4M $as of Mar 31, 2026
Bank of New York Mellon Corp55,3341.1M $as of Mar 31, 2026
NORTHERN TRUST CORP54,7411.1M $as of Mar 31, 2026
De Lisle Partners LLP50,150963.6K $as of Mar 31, 2026
Squarepoint Ops LLC46,520899.7K $as of Mar 31, 2026
GABELLI FUNDS LLC44,909868.5K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC33,253643.1K $as of Mar 31, 2026
MORGAN STANLEY29,879577.9K $as of Mar 31, 2026
GABELLI & Co INVESTMENT ADVISERS, INC.29,451569.6K $as of Mar 31, 2026
JANE STREET GROUP, LLC22,507435.3K $as of Mar 31, 2026
Man Group plc20,010387K $as of Mar 31, 2026
R Squared Ltd15,381297.5K $as of Mar 31, 2026
CORSAIR CAPITAL MANAGEMENT, L.P.14,426279K $as of Mar 31, 2026

Declared shareholders of Lifeway Foods Inc

There are 4 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Ludmila Smolyansky and 2 others19.70 %2,960,975as of May 18, 2026 · SCHEDULE 13D
Divisadero Street Capital Management, LP and 4 others13.80 %2,101,540as of May 14, 2026 · SCHEDULE 13G
Citadel Advisors LLC and 6 others5.80 %884,776as of May 19, 2026 · SCHEDULE 13G
Danone S.A. and 1 other0.00 %0as of May 19, 2026 · SCHEDULE 13D
Cite this page

Titelia. "Fund shareholders of Lifeway Foods Inc". https://titelia.com/en/stocks/lifeway-foods-inc-US5319141090