As of the latest SEC filings, LiveOne, Inc. (LVO) is held by 12 institutional funds. The largest fund shareholder is Fidelity Puritan Fund (FPURX), holding an estimated $2,233,688.85 in market value, representing 0.01% of its portfolio.
Funds holding LiveOne, Inc. (LVO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LVO
- CIK:
- 0001491419
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FPURX
Fidelity Puritan Fund
|
MF | Fidelity | 0.01% | $2,233,688.85 | 406,865 | Feb 28, 2026 | Apr 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,291,070.10 | 253,151 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $546,235.50 | 107,105 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $304,272.27 | 55,423 | Feb 28, 2026 | Apr 24, 2026 |
|
FPKFX
Fidelity Puritan K6 Fund
|
MF | Fidelity | 0.01% | $228,735.36 | 41,664 | Feb 28, 2026 | Apr 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $107,296.56 | 19,544 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $76,733.73 | 13,977 | Feb 28, 2026 | Apr 24, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $37,342.20 | 7,322 | Mar 31, 2026 | May 28, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $33,181.56 | 6,044 | Feb 28, 2026 | Apr 24, 2026 |
|
VITNX
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
|
MF | Vanguard | 0.00% | $28,019.40 | 5,494 | Mar 31, 2026 | May 28, 2026 |
|
NKMCX
NORTH SQUARE KENNEDY MICROCAP FUND
|
MF | Independent / Boutique | 0.08% | $23,058.00 | 4,200 | Feb 28, 2026 | Apr 27, 2026 |
|
SWTSX
Schwab Total Stock Market Index Fund
|
MF | Charles Schwab | 0.00% | $21,287.65 | 3,979 | Apr 30, 2026 | Jun 25, 2026 |
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