As of the latest SEC filings, Legacy Education Inc. (LGCY) is held by 32 institutional funds. The largest fund shareholder is ROYCE MICRO-CAP TRUST, INC. (RMT), holding an estimated $6,203,447.16 in market value, representing 0.90% of its portfolio.
Funds holding Legacy Education Inc. (LGCY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LGCY
- CIK:
- 0001836754
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
RMT
ROYCE MICRO-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.90% | $6,203,447.16 | 495,483 | Mar 31, 2026 | May 21, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,409,584.12 | 272,331 | Mar 31, 2026 | May 28, 2026 |
|
RMCFX
Royce Micro-Cap Fund
|
MF | Independent / Boutique | 0.98% | $3,168,286.16 | 253,058 | Mar 31, 2026 | May 21, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,170,532.36 | 93,493 | Mar 31, 2026 | May 28, 2026 |
|
RCMCX
Royce Capital Fund - Micro-Cap Portfolio
|
MF | Independent / Boutique | 1.00% | $1,025,600.84 | 81,917 | Mar 31, 2026 | May 21, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $633,475.08 | 46,004 | Feb 28, 2026 | Apr 24, 2026 |
|
RSCRX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.05% | $463,620.50 | 42,730 | Apr 30, 2026 | Jun 22, 2026 |
|
NKMCX
NORTH SQUARE KENNEDY MICROCAP FUND
|
MF | Independent / Boutique | 1.37% | $407,977.56 | 29,628 | Feb 28, 2026 | Apr 27, 2026 |
|
ESCFX
1290 Essex Small Cap Growth Fund
|
MF | Independent / Boutique | 0.33% | $366,740.85 | 33,801 | Apr 30, 2026 | Jun 25, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $294,871.04 | 23,552 | Mar 31, 2026 | May 28, 2026 |
|
DASVX
Dunham Small Cap Value Fund
|
MF | Independent / Boutique | 0.24% | $228,490.15 | 21,059 | Apr 30, 2026 | Jun 25, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $207,706.68 | 15,084 | Feb 28, 2026 | Apr 24, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.15% | $187,800.00 | 15,000 | Mar 31, 2026 | May 21, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $166,644.54 | 12,102 | Feb 28, 2026 | Apr 24, 2026 |
|
RIFBX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.07% | $138,095.60 | 11,030 | Mar 31, 2026 | May 18, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $82,633.60 | 7,616 | Apr 30, 2026 | Jun 24, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $73,041.68 | 5,834 | Mar 31, 2026 | May 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $69,049.40 | 6,364 | Apr 30, 2026 | Jun 29, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.00% | $63,424.62 | 4,606 | Feb 28, 2026 | Apr 29, 2026 |
|
VITNX
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
|
MF | Vanguard | 0.00% | $57,930.04 | 4,627 | Mar 31, 2026 | May 28, 2026 |
|
RUSC
Russell Investments U.S. Small Cap Equity ETF
|
ETF | Russell Investments | 0.11% | $55,125.56 | 4,403 | Mar 31, 2026 | May 18, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.01% | $21,847.40 | 1,745 | Mar 31, 2026 | May 26, 2026 |
|
DFSIX
U.S. Sustainability Core 1 Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $15,233.40 | 1,404 | Apr 30, 2026 | Jun 24, 2026 |
|
DSCGX
U.S. Small Cap Growth Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $12,672.80 | 1,168 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSU
Dimensional US Sustainability Core 1 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $12,227.95 | 1,127 | Apr 30, 2026 | Jun 29, 2026 |
Advertisement (320x50)