LINDBLAD EXPEDITIONS HOLDINGS, INC. (LIND) — Institutional Holders, Q2 2026 (page 3)
227 institutional investment managers reported a LIND position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 227. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LIND 13F holders ranked 201–227 of 227
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Sterling Capital Management#201 · 176 sh | 176 | $5.0K | — | -29.0% |
| 202 | JONES FINANCIAL COMPANIES LLLP#202 · 150 sh | 150 | $4.4K | 0.00% | 0.0% |
| 203 | Silver Grove Financial Group#203 · 155 sh | 155 | $4.4K | <0.01% | New |
| 204 | Optiver Holding B.V.#204 · 153 sh | 153 | $4.3K | 0.00% | -57.7% |
| 205 | True Wealth Design#205 · 127 sh | 127 | $3.6K | — | New |
| 206 | IFP Advisors#206 · 125 sh | 125 | $3.5K | — | +2400.0% |
| 207 | Parkside Financial Bank#207 · 110 sh | 110 | $3.1K | — | +100.0% |
| 208 | ACTION POINT FINANCIAL PLANNING#208 · 78 sh | 78 | $2.2K | <0.01% | New |
| 209 | AMERIFLEX GROUP#209 · 76 sh | 76 | $2.1K | <0.01% | New |
| 210 | Clearstead Advisors#210 · 75 sh | 75 | $2.1K | 0.00% | New |
| 211 | Basecamp Wealth Advisors#211 · 73 sh | 73 | $2.1K | <0.01% | +2.8% |
| 212 | SIGNATUREFD#212 · 72 sh | 72 | $2.0K | — | 0.0% |
| 213 | Quarry#213 · 65 sh | 65 | $1.8K | <0.01% | New |
| 214 | Versant Capital Management#214 · 59 sh | 59 | $1.7K | — | 0.0% |
| 215 | Wealth Enhancement Services#215 · 46 sh | 46 | $1.3K | — | New |
| 216 | Parallel Advisors#216 · 45 sh | 45 | $1.3K | 0.00% | New |
| 217 | Torren Management#217 · 44 sh | 44 | $1.2K | <0.01% | 0.0% |
| 218 | Keating Financial Advisory Services#218 · 42 sh | 42 | $1.2K | <0.01% | +133.3% |
| 219 | WPG Advisers#219 · 39 sh | 39 | $1.1K | <0.01% | New |
| 220 | Rossby Financial, LCC#220 · 34 sh | 34 | $960.00 | <0.01% | +100.0% |
| 221 | Strengthening Families & Communities#221 · 19 sh | 19 | $537.00 | — | New |
| 222 | US BANCORP \DE\#222 · 17 sh | 17 | $480.00 | 0.00% | 0.0% |
| 223 | SJS Investment Consulting#223 · 16 sh | 16 | $452.00 | — | New |
| 224 | NATIONAL BANK OF CANADA#224 · 14 sh | 14 | $395.00 | 0.00% | New |
| 225 | Physician Wealth Advisors#225 · 13 sh | 13 | $368.00 | — | New |
| 226 | JPL Wealth Management#226 · 5 sh | 5 | $142.00 | 0.00% | New |
| 227 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#227 · 55,028 sh | 55,028 | — | — | +49.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.