As of the latest SEC filings, LUNA INNOVATIONS INC (LUNA) is held by 8 institutional funds. The largest fund shareholder is Columbia Small Cap Value Discovery Fund (CSMIX), holding an estimated $1,780,268.46 in market value, representing 0.08% of its portfolio.
Funds holding LUNA INNOVATIONS INC (LUNA)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LUNA
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.08% | $1,780,268.46 | 1,561,639 | Apr 30, 2026 | Jun 25, 2026 |
|
RVT
ROYCE SMALL-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.03% | $657,869.00 | 657,869 | Mar 31, 2026 | May 21, 2026 |
|
NEAGX
Needham Aggressive Growth Fund
|
MF | Independent / Boutique | 0.03% | $514,038.80 | 467,308 | Mar 31, 2026 | May 19, 2026 |
|
-
Columbia Variable Portfolio - Small Cap Value Fund
|
ETF | Columbia Threadneedle | 0.12% | $483,754.70 | 439,777 | Mar 31, 2026 | May 28, 2026 |
|
RMT
ROYCE MICRO-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.03% | $230,218.00 | 230,218 | Mar 31, 2026 | May 21, 2026 |
|
RMCFX
Royce Micro-Cap Fund
|
MF | Independent / Boutique | 0.03% | $110,212.00 | 110,212 | Mar 31, 2026 | May 21, 2026 |
|
RCMCX
Royce Capital Fund - Micro-Cap Portfolio
|
MF | Independent / Boutique | 0.03% | $34,622.00 | 34,622 | Mar 31, 2026 | May 21, 2026 |
|
AVTM
Avantis Total Equity Markets ETF
|
ETF | American Century | 0.00% | $319.93 | 214 | Feb 28, 2026 | Apr 29, 2026 |
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