LIND US Equity

LINDBLAD EXPEDITIONS HOLDINGS, INC.

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Industrials · Transportation Services · CIK 1512499 · FYE 1231

$29.74

+1.65 (+5.87%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding LIND · 2026-Q1 methodology → sources →

198 holders

% of shares outstanding held

73.0%

Shares held (13F)

47,884,926

Reporting holders

198

Top holders

largest 100 of 198 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	FMR LLC	4,117,3504.1M	$71M	6.28%	ADD 128971%
2	BlackRock, Inc.	3,505,5973.5M	$61M	5.35%	—
3	ARIEL INVESTMENTS, LLCtracked	3,439,0633.4M	$59M	5.24%	TRIM -33%
4	VANGUARD CAPITAL MANAGEMENT LLC	2,106,2802.1M	$36M	3.21%	NEW†
5	MSD Partners, L.P.	1,635,2811.6M	$28M	2.49%	NEW†
6	PRINCIPAL FINANCIAL GROUP INC	1,529,8681.5M	$26M	2.33%	ADD 3%
7	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1,272,9091.3M	$22M	1.94%	ADD 45%
8	Driehaus Capital Management LLC	1,185,8991.2M	$21M	1.81%	ADD 109%
9	UBS Group AG	1,094,3141.1M	$19M	1.67%	ADD 31%
10	ROYCE & ASSOCIATES LP	1,069,7861.1M	$19M	1.63%	—
11	Black Diamond Financial, LLC	1,068,3621.1M	$18M	1.63%	—
12	Select Equity Group, L.P.	1,058,0551.1M	$18M	1.61%	NEW
13	GEODE CAPITAL MANAGEMENT, LLC	1,018,8161.0M	$18M	1.55%	ADD 12%
14	ANCHOR CAPITAL MANAGEMENT COMPANY, LLC	982,348982,348	$17M	1.50%	TRIM -49%
15	Bank of New York Mellon Corp	963,648963,648	$17M	1.47%	TRIM -7%
16	GOLDMAN SACHS GROUP INC	927,183927,183	$16M	1.41%	ADD 53%
17	STATE STREET CORP	869,918869,918	$15M	1.33%	ADD 4%
18	BWCP, LP	865,893865,893	$15M	1.32%	NEW
19	PINNACLE ASSOCIATES LTD	840,323840,323	$15M	1.28%	TRIM -8%
20	Penn Capital Management Company, LLC	837,284837,284	$15M	1.28%	TRIM -12%
21	MARSHALL WACE, LLP	799,387799,387	$14M	1.22%	ADD 113%
22	DIMENSIONAL FUND ADVISORS LP	786,119786,119	$14M	1.20%	ADD 59%
23	SILVERCREST ASSET MANAGEMENT GROUP LLC	779,085779,085	$13M	1.19%	TRIM -10%
24	1060 Capital, LLC	644,922644,922	$11M	0.98%	NEW
25	Nuveen, LLC	641,129641,129	$11M	0.98%	ADD 292%
26	MORGAN STANLEY	635,322635,322	$11M	0.97%	ADD 14%
27	NEW YORK STATE COMMON RETIREMENT FUND	584,915584,915	$10M	0.89%	TRIM -8%
28	BANK OF AMERICA CORP /DE/	546,832546,832	$9M	0.83%	ADD 97%
29	LORD, ABBETT & CO. LLC	524,630524,630	$9M	0.80%	TRIM -3%
30	VANGUARD PORTFOLIO MANAGEMENT LLC	407,151407,151	$7M	0.62%	NEW
31	Granahan Investment Management, LLC	385,383385,383	$7M	0.59%	ADD 12%
32	Russell Investments Group, Ltd.	384,483384,483	$7M	0.59%	ADD 128%
33	OBERWEIS ASSET MANAGEMENT INC/	378,721378,721	$7M	0.58%	ADD 23%
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	355,189355,189	$6M	0.54%	ADD 11%
35	Connor, Clark & Lunn Investment Management Ltd.	342,954342,954	$6M	0.52%	TRIM -29%
36	Voleon Capital Management LP	337,290337,290	$6M	0.51%	NEW
37	Qube Research & Technologies Ltd	337,136337,136	$6M	0.51%	TRIM -2%
38	D. E. Shaw & Co., Inc.	331,941331,941	$6M	0.51%	ADD 308%
39	NORTHERN TRUST CORP	314,422314,422	$5M	0.48%	ADD 8%
40	JPMORGAN CHASE & CO	327,388327,388	$5M	0.50%	ADD 13%
41	VANGUARD FIDUCIARY TRUST CO	313,077313,077	$5M	0.48%	NEW
42	STIFEL FINANCIAL CORP	311,955311,955	$5M	0.48%	—
43	GC Wealth Management RIA, LLC	297,079297,079	$5M	0.45%	—
44	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	267,661267,661	$5M	0.41%	NEW
45	AQR CAPITAL MANAGEMENT LLC	253,628253,628	$4M	0.39%	ADD 136%
46	TWO SIGMA INVESTMENTS, LP	232,486232,486	$4M	0.35%	TRIM -2%
47	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	223,015223,015	$4M	0.34%	TRIM -2%
48	PANAGORA ASSET MANAGEMENT INC	217,942217,942	$4M	0.33%	ADD 11%
49	ALGERT GLOBAL LLC	210,699210,699	$4M	0.32%	TRIM -69%
50	INTRINSIC EDGE CAPITAL MANAGEMENT LLC	210,000210,000	$4M	0.32%	NEW
51	North Star Investment Management Corp.	204,800204,800	$4M	0.31%	—
52	Nicholas Investment Partners, LP	198,716198,716	$3M	0.30%	ADD 327%
53	Pier Capital, LLC	192,010192,010	$3M	0.29%	TRIM -67%
54	Squarepoint Ops LLC	175,676175,676	$3M	0.27%	ADD 17%
55	JANE STREET GROUP, LLC	163,146163,146	$3M	0.25%	ADD 72%
56	TUDOR INVESTMENT CORP ET AL	160,223160,223	$3M	0.24%	TRIM -27%
57	BARCLAYS PLC	147,108147,108	$3M	0.22%	TRIM -22%
58	BNP PARIBAS FINANCIAL MARKETS	144,226144,226	$2M	0.22%	ADD 94%
59	RICE HALL JAMES & ASSOCIATES, LLC	138,296138,296	$2M	0.21%	—
60	Invesco Ltd.	125,378125,378	$2M	0.19%	ADD 240%
61	WEDGE CAPITAL MANAGEMENT L L P/NC	122,446122,446	$2M	0.19%	—
62	Quent Capital, LLC	118,500118,500	$2M	0.18%	—
63	SEI INVESTMENTS CO	109,907109,907	$2M	0.17%	ADD 93%
64	Engineers Gate Manager LP	105,402105,402	$2M	0.16%	ADD 137%
65	POLEN CAPITAL MANAGEMENT LLCtracked	102,127102,127	$2M	0.16%	NEW
66	Militia Capital Management LLC	94,96894,968	$2M	0.14%	NEW
67	AMERIPRISE FINANCIAL INC	90,07290,072	$2M	0.14%	TRIM -9%
68	Calamos Advisors LLC	86,97386,973	$2M	0.13%	NEW
69	Walleye Capital LLC	83,08483,084	$1M	0.13%	TRIM -26%
70	Numerai GP LLC	82,24282,242	$1M	0.13%	ADD 120%
71	HARBOR CAPITAL ADVISORS, INC.	78,85978,859	$1M	0.12%	—
72	VOLORIDGE INVESTMENT MANAGEMENT, LLC	78,06278,062	$1M	0.12%	NEW
73	MILLENNIUM MANAGEMENT LLC	76,17776,177	$1M	0.12%	TRIM -69%
74	Swiss National Bank	75,64175,641	$1M	0.12%	—
75	VICTORY CAPITAL MANAGEMENT INC	71,02171,021	$1M	0.11%	TRIM -21%
76	MACKENZIE FINANCIAL CORP	59,33659,336	$1M	0.09%	TRIM -44%
77	Aristides Capital LLC	59,22859,228	$1M	0.09%	ADD 126%
78	FORMULA GROWTH LTD	55,59155,591	$961,724	0.08%	TRIM -86%
79	EntryPoint Capital, LLC	54,34654,346	$940,186	0.08%	NEW
80	HRT FINANCIAL LP	53,77953,779	$930,000	0.08%	NEW
81	NEEDHAM INVESTMENT MANAGEMENT LLC	52,22352,223	$903,458	0.08%	—
82	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	46,59346,593	$891,325	0.07%	TRIM -23%
83	GREAT LAKES ADVISORS, LLC	50,15450,154	$867,664	0.08%	NEW
84	CITADEL ADVISORS LLC	50,14050,140	$867,422	0.08%	NEW
85	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	49,68149,681	$859,481	0.08%	ADD 7%
86	HSBC HOLDINGS PLC	46,29446,294	$789,776	0.07%	TRIM -57%
87	RHUMBLINE ADVISERS	44,57744,577	$771,174	0.07%	—
88	CACTI ASSET MANAGEMENT LLC	41,50041,500	$717,950	0.06%	—
89	Moors & Cabot, Inc.	41,00041,000	$709,300	0.06%	TRIM -6%
90	BRASADA CAPITAL MANAGEMENT, LP	38,00038,000	$664,240	0.06%	—
91	FIFTH THIRD BANCORP	37,59837,598	$650,450	0.06%	NEW
92	DEUTSCHE BANK AG\	37,22437,224	$643,975	0.06%	ADD 26%
93	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	36,74236,742	$635,637	0.06%	TRIM -8%
94	CANADA PENSION PLAN INVESTMENT BOARD	36,10036,100	$624,530	0.06%	TRIM -31%
95	Legato Capital Management LLC	35,51235,512	$614,358	0.05%	NEW
96	Creative Planning	34,40434,404	$595,189	0.05%	ADD 14%
97	RWA WEALTH PARTNERS, LLC	34,20034,200	$591,660	0.05%	TRIM -9%
98	ALLIANCEBERNSTEIN L.P.	39,98039,980	$576,512	0.06%	—
99	Pathstone Holdings, LLC	32,99132,991	$570,749	0.05%	—
100	CARY STREET PARTNERS FINANCIAL LLC	32,41932,419	$560,849	0.05%	—

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

FMR LLC

4.1M

$71M

BlackRock, Inc.

3.1M

3.0M

3.2M

3.5M

$61M

ARIEL INVESTMENTS, LLCtracked

7.3M

7.8M

6.9M

5.5M

5.1M

3.4M

$59M

VANGUARD CAPITAL MANAGEMENT LLC

—

2.1M

$36M

MSD Partners, L.P.

—

1.6M

$28M

PRINCIPAL FINANCIAL GROUP INC

1.6M

1.5M

1.4M

1.5M

$26M

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

389K

285K

593K

751K

880K

1.3M

$22M

Driehaus Capital Management LLC

—

636K

633K

843K

568K

1.2M

$21M

UBS Group AG

452K

394K

582K

528K

833K

1.1M

$19M

ROYCE & ASSOCIATES LP

1.3M

1.2M

1.1M

$19M

Black Diamond Financial, LLC

941K

940K

1.1M

$18M

Select Equity Group, L.P.

15K

—

1.1M

$18M

GEODE CAPITAL MANAGEMENT, LLC

854K

881K

900K

903K

909K

1.0M

$18M

ANCHOR CAPITAL MANAGEMENT COMPANY, LLC

1.5M

1.6M

1.8M

1.9M

982K

$17M

Bank of New York Mellon Corp

92K

90K

94K

848K

1.0M

964K

$17M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	198	47,884,926	73.0%	$828M
2025-Q4	188	39,604,832	60.4%	$571M
2025-Q3	174	39,757,588	60.6%	$509M
2025-Q2	165	36,775,395	56.1%	$431M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · LIND

Activists — 13D, active intent

Lindblad Sven-Olof16.7%NEWSCHEDULE 13D/A · Amd 7 · event 2026-02-04SEC →

10,783,962 shares

“As previously reported, the Reporting Person received 14,125,827 shares of Common Stock upon consummation of the transactions described in that certain Agreement and Plan of Merger, dated as of March 9, 2015 (the "Merger Agreement"), by and among Capitol Acquisition Corp. II, a Delaware corporation ("Capitol"), Argo Expeditions, LLC ("LLC Sub"), a wholly-owned subsidiary of Capitol, Argo Merger Sub, Inc. ("Merger Sub"), a wholly-owned subsidiary of LLC Sub, and Lindblad Expeditions, Inc., a New ”

Large holders — 13G, passive (top 5 by % of class)

Holder

% of class

Type

As of

FMR LLC

10.1%

QII

2026-06-30

SEC →

ARIEL INVESTMENTS, LLC

5.3%

QII

2026-03-31

SEC →

EIN MARK

Institutional ownership· 13F filers holding LIND · 2026-Q1 methodology → sources →

198 holders

% of shares outstanding held

73.0%

Shares held (13F)

47,884,926

Reporting holders

198

Top holders

largest 100 of 198 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	FMR LLC	4,117,3504.1M	$71M	6.28%	ADD 128971%
2	BlackRock, Inc.	3,505,5973.5M	$61M	5.35%	—
3	ARIEL INVESTMENTS, LLCtracked	3,439,0633.4M	$59M	5.24%	TRIM -33%
4	VANGUARD CAPITAL MANAGEMENT LLC	2,106,2802.1M	$36M	3.21%	NEW†
5	MSD Partners, L.P.	1,635,2811.6M	$28M	2.49%	NEW†
6	PRINCIPAL FINANCIAL GROUP INC	1,529,8681.5M	$26M	2.33%	ADD 3%
7	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1,272,9091.3M	$22M	1.94%	ADD 45%
8	Driehaus Capital Management LLC	1,185,8991.2M	$21M	1.81%	ADD 109%
9	UBS Group AG	1,094,3141.1M	$19M	1.67%	ADD 31%
10	ROYCE & ASSOCIATES LP	1,069,7861.1M	$19M	1.63%	—
11	Black Diamond Financial, LLC	1,068,3621.1M	$18M	1.63%	—
12	Select Equity Group, L.P.	1,058,0551.1M	$18M	1.61%	NEW
13	GEODE CAPITAL MANAGEMENT, LLC	1,018,8161.0M	$18M	1.55%	ADD 12%
14	ANCHOR CAPITAL MANAGEMENT COMPANY, LLC	982,348982,348	$17M	1.50%	TRIM -49%
15	Bank of New York Mellon Corp	963,648963,648	$17M	1.47%	TRIM -7%
16	GOLDMAN SACHS GROUP INC	927,183927,183	$16M	1.41%	ADD 53%
17	STATE STREET CORP	869,918869,918	$15M	1.33%	ADD 4%
18	BWCP, LP	865,893865,893	$15M	1.32%	NEW
19	PINNACLE ASSOCIATES LTD	840,323840,323	$15M	1.28%	TRIM -8%
20	Penn Capital Management Company, LLC	837,284837,284	$15M	1.28%	TRIM -12%
21	MARSHALL WACE, LLP	799,387799,387	$14M	1.22%	ADD 113%
22	DIMENSIONAL FUND ADVISORS LP	786,119786,119	$14M	1.20%	ADD 59%
23	SILVERCREST ASSET MANAGEMENT GROUP LLC	779,085779,085	$13M	1.19%	TRIM -10%
24	1060 Capital, LLC	644,922644,922	$11M	0.98%	NEW
25	Nuveen, LLC	641,129641,129	$11M	0.98%	ADD 292%
26	MORGAN STANLEY	635,322635,322	$11M	0.97%	ADD 14%
27	NEW YORK STATE COMMON RETIREMENT FUND	584,915584,915	$10M	0.89%	TRIM -8%
28	BANK OF AMERICA CORP /DE/	546,832546,832	$9M	0.83%	ADD 97%
29	LORD, ABBETT & CO. LLC	524,630524,630	$9M	0.80%	TRIM -3%
30	VANGUARD PORTFOLIO MANAGEMENT LLC	407,151407,151	$7M	0.62%	NEW
31	Granahan Investment Management, LLC	385,383385,383	$7M	0.59%	ADD 12%
32	Russell Investments Group, Ltd.	384,483384,483	$7M	0.59%	ADD 128%
33	OBERWEIS ASSET MANAGEMENT INC/	378,721378,721	$7M	0.58%	ADD 23%
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	355,189355,189	$6M	0.54%	ADD 11%
35	Connor, Clark & Lunn Investment Management Ltd.	342,954342,954	$6M	0.52%	TRIM -29%
36	Voleon Capital Management LP	337,290337,290	$6M	0.51%	NEW
37	Qube Research & Technologies Ltd	337,136337,136	$6M	0.51%	TRIM -2%
38	D. E. Shaw & Co., Inc.	331,941331,941	$6M	0.51%	ADD 308%
39	NORTHERN TRUST CORP	314,422314,422	$5M	0.48%	ADD 8%
40	JPMORGAN CHASE & CO	327,388327,388	$5M	0.50%	ADD 13%
41	VANGUARD FIDUCIARY TRUST CO	313,077313,077	$5M	0.48%	NEW
42	STIFEL FINANCIAL CORP	311,955311,955	$5M	0.48%	—
43	GC Wealth Management RIA, LLC	297,079297,079	$5M	0.45%	—
44	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	267,661267,661	$5M	0.41%	NEW
45	AQR CAPITAL MANAGEMENT LLC	253,628253,628	$4M	0.39%	ADD 136%
46	TWO SIGMA INVESTMENTS, LP	232,486232,486	$4M	0.35%	TRIM -2%
47	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	223,015223,015	$4M	0.34%	TRIM -2%
48	PANAGORA ASSET MANAGEMENT INC	217,942217,942	$4M	0.33%	ADD 11%
49	ALGERT GLOBAL LLC	210,699210,699	$4M	0.32%	TRIM -69%
50	INTRINSIC EDGE CAPITAL MANAGEMENT LLC	210,000210,000	$4M	0.32%	NEW
51	North Star Investment Management Corp.	204,800204,800	$4M	0.31%	—
52	Nicholas Investment Partners, LP	198,716198,716	$3M	0.30%	ADD 327%
53	Pier Capital, LLC	192,010192,010	$3M	0.29%	TRIM -67%
54	Squarepoint Ops LLC	175,676175,676	$3M	0.27%	ADD 17%
55	JANE STREET GROUP, LLC	163,146163,146	$3M	0.25%	ADD 72%
56	TUDOR INVESTMENT CORP ET AL	160,223160,223	$3M	0.24%	TRIM -27%
57	BARCLAYS PLC	147,108147,108	$3M	0.22%	TRIM -22%
58	BNP PARIBAS FINANCIAL MARKETS	144,226144,226	$2M	0.22%	ADD 94%
59	RICE HALL JAMES & ASSOCIATES, LLC	138,296138,296	$2M	0.21%	—
60	Invesco Ltd.	125,378125,378	$2M	0.19%	ADD 240%
61	WEDGE CAPITAL MANAGEMENT L L P/NC	122,446122,446	$2M	0.19%	—
62	Quent Capital, LLC	118,500118,500	$2M	0.18%	—
63	SEI INVESTMENTS CO	109,907109,907	$2M	0.17%	ADD 93%
64	Engineers Gate Manager LP	105,402105,402	$2M	0.16%	ADD 137%
65	POLEN CAPITAL MANAGEMENT LLCtracked	102,127102,127	$2M	0.16%	NEW
66	Militia Capital Management LLC	94,96894,968	$2M	0.14%	NEW
67	AMERIPRISE FINANCIAL INC	90,07290,072	$2M	0.14%	TRIM -9%
68	Calamos Advisors LLC	86,97386,973	$2M	0.13%	NEW
69	Walleye Capital LLC	83,08483,084	$1M	0.13%	TRIM -26%
70	Numerai GP LLC	82,24282,242	$1M	0.13%	ADD 120%
71	HARBOR CAPITAL ADVISORS, INC.	78,85978,859	$1M	0.12%	—
72	VOLORIDGE INVESTMENT MANAGEMENT, LLC	78,06278,062	$1M	0.12%	NEW
73	MILLENNIUM MANAGEMENT LLC	76,17776,177	$1M	0.12%	TRIM -69%
74	Swiss National Bank	75,64175,641	$1M	0.12%	—
75	VICTORY CAPITAL MANAGEMENT INC	71,02171,021	$1M	0.11%	TRIM -21%
76	MACKENZIE FINANCIAL CORP	59,33659,336	$1M	0.09%	TRIM -44%
77	Aristides Capital LLC	59,22859,228	$1M	0.09%	ADD 126%
78	FORMULA GROWTH LTD	55,59155,591	$961,724	0.08%	TRIM -86%
79	EntryPoint Capital, LLC	54,34654,346	$940,186	0.08%	NEW
80	HRT FINANCIAL LP	53,77953,779	$930,000	0.08%	NEW
81	NEEDHAM INVESTMENT MANAGEMENT LLC	52,22352,223	$903,458	0.08%	—
82	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	46,59346,593	$891,325	0.07%	TRIM -23%
83	GREAT LAKES ADVISORS, LLC	50,15450,154	$867,664	0.08%	NEW
84	CITADEL ADVISORS LLC	50,14050,140	$867,422	0.08%	NEW
85	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	49,68149,681	$859,481	0.08%	ADD 7%
86	HSBC HOLDINGS PLC	46,29446,294	$789,776	0.07%	TRIM -57%
87	RHUMBLINE ADVISERS	44,57744,577	$771,174	0.07%	—
88	CACTI ASSET MANAGEMENT LLC	41,50041,500	$717,950	0.06%	—
89	Moors & Cabot, Inc.	41,00041,000	$709,300	0.06%	TRIM -6%
90	BRASADA CAPITAL MANAGEMENT, LP	38,00038,000	$664,240	0.06%	—
91	FIFTH THIRD BANCORP	37,59837,598	$650,450	0.06%	NEW
92	DEUTSCHE BANK AG\	37,22437,224	$643,975	0.06%	ADD 26%
93	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	36,74236,742	$635,637	0.06%	TRIM -8%
94	CANADA PENSION PLAN INVESTMENT BOARD	36,10036,100	$624,530	0.06%	TRIM -31%
95	Legato Capital Management LLC	35,51235,512	$614,358	0.05%	NEW
96	Creative Planning	34,40434,404	$595,189	0.05%	ADD 14%
97	RWA WEALTH PARTNERS, LLC	34,20034,200	$591,660	0.05%	TRIM -9%
98	ALLIANCEBERNSTEIN L.P.	39,98039,980	$576,512	0.06%	—
99	Pathstone Holdings, LLC	32,99132,991	$570,749	0.05%	—
100	CARY STREET PARTNERS FINANCIAL LLC	32,41932,419	$560,849	0.05%	—

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

FMR LLC

4.1M

$71M

BlackRock, Inc.

3.1M

3.0M

3.2M

3.5M

$61M

ARIEL INVESTMENTS, LLCtracked

7.3M

7.8M

6.9M

5.5M

5.1M

3.4M

$59M

VANGUARD CAPITAL MANAGEMENT LLC

—

2.1M

$36M

MSD Partners, L.P.

—

1.6M

$28M

PRINCIPAL FINANCIAL GROUP INC

1.6M

1.5M

1.4M

1.5M

$26M

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

389K

285K

593K

751K

880K

1.3M

$22M

Driehaus Capital Management LLC

—

636K

633K

843K

568K

1.2M

$21M

UBS Group AG

452K

394K

582K

528K

833K

1.1M

$19M

ROYCE & ASSOCIATES LP

1.3M

1.2M

1.1M

$19M

Black Diamond Financial, LLC

941K

940K

1.1M

$18M

Select Equity Group, L.P.

15K

—

1.1M

$18M

GEODE CAPITAL MANAGEMENT, LLC

854K

881K

900K

903K

909K

1.0M

$18M

ANCHOR CAPITAL MANAGEMENT COMPANY, LLC

1.5M

1.6M

1.8M

1.9M

982K

$17M

Bank of New York Mellon Corp

92K

90K

94K

848K

1.0M

964K

$17M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	198	47,884,926	73.0%	$828M
2025-Q4	188	39,604,832	60.4%	$571M
2025-Q3	174	39,757,588	60.6%	$509M
2025-Q2	165	36,775,395	56.1%	$431M

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · LIND

Activists — 13D, active intent

Lindblad Sven-Olof16.7%NEWSCHEDULE 13D/A · Amd 7 · event 2026-02-04SEC →

10,783,962 shares

Large holders — 13G, passive (top 5 by % of class)

Holder

% of class

Type

As of

FMR LLC

10.1%

QII

2026-06-30

SEC →

ARIEL INVESTMENTS, LLC

5.3%

QII

2026-03-31

SEC →

EIN MARK

LIND US Equity☆

Institutional ownership· 13F filers holding LIND · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · LIND

Institutional ownership· 13F filers holding LIND · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · LIND

LIND US Equity