As of the latest SEC filings, Lifeway Foods, Inc. (LWAY) is held by 109 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $3,697,305.16 in market value, representing a significant portion of its portfolio.
Funds holding Lifeway Foods, Inc. (LWAY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LWAY
- CIK:
- 0000814586
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,697,305.16 | 191,174 | Mar 31, 2026 | May 28, 2026 |
|
-
1290 VT GAMCO Small Company Value Portfolio
|
ETF | Independent / Boutique | 0.09% | $3,326,480.00 | 172,000 | Mar 31, 2026 | May 26, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $2,441,307.54 | 126,231 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $1,351,018.24 | 50,336 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,251,085.26 | 64,689 | Mar 31, 2026 | May 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $1,175,269.92 | 43,788 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $945,224.28 | 35,217 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $849,405.48 | 31,647 | Apr 30, 2026 | Jun 29, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.01% | $837,151.24 | 43,286 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $719,712.48 | 32,478 | Feb 28, 2026 | Apr 24, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $674,650.24 | 25,136 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $567,761.36 | 25,621 | Feb 28, 2026 | Apr 28, 2026 |
|
ISMD
Inspire Small/Mid Cap ETF
|
ETF | Independent / Boutique | 0.17% | $448,097.36 | 20,221 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $377,075.16 | 14,049 | Apr 30, 2026 | Jun 29, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $367,117.52 | 13,678 | Apr 30, 2026 | Jun 24, 2026 |
|
DSCGX
U.S. Small Cap Growth Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $332,091.32 | 12,373 | Apr 30, 2026 | Jun 24, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $301,923.16 | 11,249 | Apr 30, 2026 | Jun 25, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $261,798.24 | 11,814 | Feb 28, 2026 | Apr 24, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.01% | $258,762.32 | 11,677 | Feb 28, 2026 | Apr 29, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $250,317.62 | 12,943 | Mar 31, 2026 | May 28, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.19% | $234,014.00 | 12,100 | Mar 31, 2026 | May 21, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $221,600.00 | 10,000 | Feb 28, 2026 | Apr 24, 2026 |
|
WEMMX
TETON Westwood Mighty Mites Fund
|
MF | Independent / Boutique | 0.11% | $193,400.00 | 10,000 | Mar 31, 2026 | Jun 1, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $190,686.80 | 8,605 | Feb 28, 2026 | Apr 24, 2026 |
|
DFVEX
U.S. VECTOR EQUITY PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $174,272.12 | 6,493 | Apr 30, 2026 | Jun 24, 2026 |
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