Funds holding LOCAL BOUNTI CORP
ISIN US53960E2054 · United States
- Fund holders
- 7
- Of which ETFs
- 0 7 other funds
- Value held
- 536.3K $
- Share of capital
- 1.5 % of 23.4M shares on Aug 7, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 127,432 | 164.4K $ | 0.55 % | as of Jun 30, 2026 ↗ | |
| Select Technology Portfolio Fidelity Select Portfolios | 118,993 | 205.9K $ | 0.00 % | 0.51 % | as of May 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 61,648 | 79.5K $ | 0.00 % | 0.26 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 26,226 | 45.4K $ | 0.00 % | 0.11 % | as of May 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 16,538 | 21.3K $ | 0.01 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 6,334 | 11K $ | 0.03 % | as of May 31, 2026 ↗ | |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 5,099 | 8.8K $ | 0.02 % | as of May 31, 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. | 0.01 % | as of Jun 30, 2026 ↗ |
| Select Technology Portfolio Fidelity Select Portfolios | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 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 |
|---|---|---|---|---|
| 2026Q3 | 7 | 0 | 362,270 | +1.4 % |
| 2026Q2 | 7 | 0 | 357,200 | -0.2 % |
| 2026Q1 | 7 | 0 | 357,970 | +0.2 % |
| 2025Q4 | 7 | 0 | 357,280 | +1.9 % |
| 2025Q3 | 7 | 0 | 350,612 | -0.3 % |
| 2025Q2 | 7 | 0 | 351,690 | -0.2 % |
| 2025Q1 | 7 | -1 | 352,362 | -1.3 % |
| 2024Q4 | 8 | 0 | 356,983 | +0.9 % |
| 2024Q3 | 8 | -1 | 353,782 | -0.2 % |
| 2024Q2 | 9 | -2 | 354,407 | -1.7 % |
| 2024Q1 | 11 | -4 | 360,550 | -39.1 % |
| 2023Q4 | 15 | 592,198 |
Institutional managers
24 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Cresset Asset Management, LLC | 213,036 | 247.1K $ | as of Mar 31, 2026 |
| BBR PARTNERS, LLC | 194,696 | 225.8K $ | as of Mar 31, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 189,080 | 219.3K $ | as of Mar 31, 2026 |
| FMR LLC | 118,993 | 138K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 64,240 | 74.5K $ | as of Mar 31, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 55,705 | 64.6K $ | as of Mar 31, 2026 |
| OUTFITTERS FINANCIAL LLC | 41,791 | 48.5K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 33,980 | 39.4K $ | as of Mar 31, 2026 |
| PINNACLE ASSOCIATES LTD | 30,845 | 35.8K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 27,510 | 31.9K $ | as of Mar 31, 2026 |
| VANGUARD FIDUCIARY TRUST CO | 19,664 | 22.8K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 18,011 | 20.9K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 16,538 | 19.2K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 14,388 | 16.7K $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 4,267 | 4.7K $ | as of Mar 31, 2026 |
| Financially Speaking Inc | 1,000 | 1.2K $ | as of Mar 31, 2026 |
| MAI Capital Management | 461 | 535 $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 385 | 446 $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 264 | 306 $ | as of Mar 31, 2026 |
| SBI Securities Co., Ltd. | 257 | 298 $ | as of Mar 31, 2026 |
| Delos Wealth Advisors, LLC | 220 | 256 $ | as of Mar 31, 2026 |
| Allworth Financial LP | 192 | 223 $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 10 | 11 $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 1 | 1 $ | as of Mar 31, 2026 |
Declared shareholders of LOCAL BOUNTI CORP
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 | |
|---|---|---|---|
| Wheat Wind Farms, LLC and 1 other | 7.40 % | 1,683,923 | as of Jul 2, 2026 · SCHEDULE 13D |
Cite this page
Titelia. "Funds holding LOCAL BOUNTI CORP". https://titelia.com/en/stocks/local-bounti-corp-US53960E2054