Titelia

Fonds als Aktionäre von Investar Holding Corp

ISIN US46134L1052 · Vereinigte Staaten · LEI 54930001EK2YM28LOJ08

Fonds als Aktionäre
129
Davon ETFs
23 106 weitere Fonds
Gehaltener Wert
≈ 59 Mio. € 68,5 Mio. $
Anteil am Kapital
18,1 % von 13,8 Mio. Aktien am 04.08.2026
FondsStückeWertAnteil am FondsAnteil am Kapital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 437.18411,9 Mio. $0,00 %3,17 %zum 31.03.2026 ↗
iShares Russell 2000 ETF iShares Trust 287.5947,8 Mio. $0,01 %2,09 %zum 31.03.2026 ↗
Royce Micro-Cap Fund ROYCE FUND 138.2113,8 Mio. $1,17 %1,00 %zum 31.03.2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 136.8253,7 Mio. $0,00 %0,99 %zum 31.03.2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 122.9683,4 Mio. $0,01 %0,89 %zum 30.04.2026 ↗
iShares Russell 2000 Value ETF iShares Trust 113.1003,1 Mio. $0,02 %0,82 %zum 31.03.2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 87.1012,5 Mio. $0,01 %0,63 %zum 28.02.2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 78.7042,2 Mio. $0,01 %0,57 %zum 30.04.2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 71.6512 Mio. $0,04 %0,52 %zum 27.02.2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 68.0601,9 Mio. $0,00 %0,49 %zum 30.04.2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 60.6181,7 Mio. $0,01 %0,44 %zum 30.04.2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 46.7401,3 Mio. $0,01 %0,34 %zum 30.04.2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 45.8691,3 Mio. $0,01 %0,33 %zum 30.04.2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 45.5361,3 Mio. $0,01 %0,33 %zum 28.02.2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 45.4901,3 Mio. $0,01 %0,33 %zum 30.04.2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 44.6781,3 Mio. $0,00 %0,32 %zum 28.02.2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 43.3351,2 Mio. $1,15 %0,31 %zum 31.03.2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 43.0001,2 Mio. $0,10 %0,31 %zum 31.03.2026 ↗
iShares Micro-Cap ETF iShares Trust 32.069874.521,6 $0,07 %0,23 %zum 31.03.2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 28.710795.554,1 $0,01 %0,21 %zum 30.04.2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 28.047777.182,4 $0,01 %0,20 %zum 30.04.2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 25.715712.562,7 $0,01 %0,19 %zum 30.04.2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 24.199659.906,7 $0,02 %0,18 %zum 31.03.2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 21.340591.331,4 $0,00 %0,15 %zum 30.04.2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 16.865459.908,6 $0,54 %0,12 %zum 31.03.2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 16.238442.810,3 $0,01 %0,12 %zum 31.03.2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 15.835447.022,1 $0,00 %0,11 %zum 28.02.2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 15.499437.536,8 $0,02 %0,11 %zum 28.02.2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 15.123412.404,2 $0,02 %0,11 %zum 31.03.2026 ↗
AUER GROWTH Unified Series Trust 15.000423.450 $0,58 %0,11 %zum 28.02.2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 13.996395.107,1 $0,00 %0,10 %zum 28.02.2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 13.411365.718 $0,05 %0,10 %zum 31.03.2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 12.478352.253,9 $1,18 %0,09 %zum 28.02.2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 12.280340.278,8 $0,01 %0,09 %zum 30.04.2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 11.739331.392 $0,00 %0,09 %zum 28.02.2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 11.604316.441,1 $0,01 %0,08 %zum 31.03.2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10.969303.951 $0,00 %0,08 %zum 30.04.2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 10.600289.062 $0,24 %0,08 %zum 31.03.2026 ↗
JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS 8.542232.940,3 $0,81 %0,06 %zum 31.03.2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 8.100220.887 $0,01 %0,06 %zum 31.03.2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 7.833217.052,4 $0,00 %0,06 %zum 30.04.2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 7.697213.283,9 $0,01 %0,06 %zum 30.04.2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 7.322199.670,9 $0,00 %0,05 %zum 31.03.2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 7.233197.243,9 $0,06 %0,05 %zum 31.03.2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 7.178202.634,9 $0,00 %0,05 %zum 28.02.2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 7.096193.507,9 $0,00 %0,05 %zum 31.03.2026 ↗
Small Cap Core Fund Northern Funds 6.954189.635,6 $0,06 %0,05 %zum 31.03.2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6.800185.436 $0,01 %0,05 %zum 31.03.2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 6.667188.209,4 $0,02 %0,05 %zum 28.02.2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 6.377180.022,7 $0,00 %0,05 %zum 28.02.2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 6.037167.285,3 $0,00 %0,04 %zum 30.04.2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 5.982163.129,1 $0,06 %0,04 %zum 31.03.2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 5.574154.455,5 $0,01 %0,04 %zum 30.04.2026 ↗
Small Cap Index Fund Northern Funds 5.490149.712,3 $0,01 %0,04 %zum 31.03.2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 5.405147.394,4 $0,00 %0,04 %zum 31.03.2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 4.849132.232,2 $0,18 %0,04 %zum 31.03.2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4.500122.715 $0,00 %0,03 %zum 31.03.2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 4.486122.333,2 $0,03 %0,03 %zum 31.03.2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4.282118.654,2 $0,01 %0,03 %zum 30.04.2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 4.144113.006,9 $0,01 %0,03 %zum 31.03.2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 4.068112.724,3 $0,00 %0,03 %zum 30.04.2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 3.822104.225,9 $0,03 %0,03 %zum 31.03.2026 ↗
Small Cap Index Fund VALIC Co I 3.39695.869,1 $0,01 %0,02 %zum 28.02.2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 2.90679.246,6 $0,01 %0,02 %zum 31.03.2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 2.86080.737,8 $0,01 %0,02 %zum 28.02.2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2.78877.255,5 $0,00 %0,02 %zum 30.04.2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 2.75875.210,7 $0,01 %0,02 %zum 31.03.2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 2.66072.538,2 $0,00 %0,02 %zum 31.03.2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 2.57370.165,7 $0,01 %0,02 %zum 31.03.2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2.38164.929,9 $0,01 %0,02 %zum 31.03.2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 2.36264.411,7 $0,01 %0,02 %zum 31.03.2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2.29563.594,5 $0,01 %0,02 %zum 30.04.2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2.21860.484,9 $0,01 %0,02 %zum 31.03.2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 2.13258.139,6 $0,03 %0,02 %zum 31.03.2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2.12159.875,8 $0,02 %0,02 %zum 28.02.2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2.05556.944,1 $0,00 %0,01 %zum 30.04.2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 2.04856.750,1 $0,00 %0,01 %zum 30.04.2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1.97753.912,8 $0,01 %0,01 %zum 31.03.2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1.78748.731,5 $0,01 %0,01 %zum 31.03.2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1.74348.298,5 $0,01 %0,01 %zum 30.04.2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1.62545.028,8 $0,00 %0,01 %zum 30.04.2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1.44739.459,7 $0,01 %0,01 %zum 31.03.2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 1.40038.178 $0,00 %0,01 %zum 31.03.2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1.38238.295,2 $0,00 %0,01 %zum 30.04.2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 1.38037.632,6 $0,00 %0,01 %zum 31.03.2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 1.32836.214,6 $0,02 %0,01 %zum 31.03.2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1.27734.823,8 $0,01 %0,01 %zum 31.03.2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1.26134.942,3 $0,00 %0,01 %zum 30.04.2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1.23334.166,4 $0,00 %0,01 %zum 30.04.2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1.21133.024 $0,03 %0,01 %zum 31.03.2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1.04628.984,7 $0,01 %0,01 %zum 30.04.2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 1.00027.270 $0,02 %0,01 %zum 31.03.2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 95426.015,6 $0,00 %0,01 %zum 31.03.2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 92425.604 $0,01 %0,01 %zum 30.04.2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 90925.188,4 $0,00 %0,01 %zum 30.04.2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 90624.706,6 $0,01 %0,01 %zum 31.03.2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 82922.606,8 $0,02 %0,01 %zum 31.03.2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 76420.834,3 $0,00 %0,01 %zum 31.03.2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 75920.697,9 $0,01 %0,01 %zum 31.03.2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 72420.438,5 $0,00 %0,01 %zum 28.02.2026 ↗

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Fehler melden

Die am stärksten exponierten Fonds

Das Gewicht ist der Anteil am Nettovermögen des Fonds. Die Halterliste zählt Stücke; diese Liste misst, was das Unternehmen in jedem Fonds wiegt.

FondsAnteil am Fonds
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 1,18 %zum 28.02.2026 ↗
Royce Micro-Cap Fund ROYCE FUND 1,17 %zum 31.03.2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 1,15 %zum 31.03.2026 ↗
JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS 0,81 %zum 31.03.2026 ↗
AUER GROWTH Unified Series Trust 0,58 %zum 28.02.2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 0,54 %zum 31.03.2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0,24 %zum 31.03.2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0,18 %zum 31.03.2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 0,10 %zum 31.03.2026 ↗
iShares Micro-Cap ETF iShares Trust 0,07 %zum 31.03.2026 ↗

Quartal für Quartal

Jeder Quartalsdatensatz der SEC, das jüngste zuerst. Die Veränderung wird gegen das vorherige Quartal gelesen.

QuartalAktionäreVeränderungStückeVeränderung
2026Q2129+82.487.374+18,1 %
2026Q1121+42.106.180+3,3 %
2025Q4117-72.038.786+1,1 %
2025Q3124-52.016.220-2,0 %
2025Q2129-12.057.022-12,3 %
2025Q1130+22.346.346-2,3 %
2024Q4128+452.400.919+30,2 %
2024Q383+231.843.770+15,6 %
2024Q26001.594.701+1,5 %
2024Q160+11.570.463+4,7 %
2023Q4591.499.980

Institutionelle Verwalter

106 Verwalter melden diese Gesellschaft der SEC (Formular 13F); die 25 größten folgen.

VerwalterStückeWert
BlackRock, Inc.1.102.82530,1 Mio. $zum 31.03.2026
Fourthstone LLC827.38922,6 Mio. $zum 31.03.2026
DIMENSIONAL FUND ADVISORS LP437.40511,9 Mio. $zum 31.03.2026
ALLIANCEBERNSTEIN L.P.401.08510,7 Mio. $zum 31.03.2026
BANC FUNDS CO LLC306.8968,2 Mio. $zum 31.03.2026
GEODE CAPITAL MANAGEMENT, LLC300.0998,2 Mio. $zum 31.03.2026
ROYCE & ASSOCIATES LP292.0868 Mio. $zum 31.03.2026
WELLINGTON MANAGEMENT GROUP LLP250.7976,8 Mio. $zum 31.03.2026
HighTower Advisors, LLC211.9185,8 Mio. $zum 31.03.2026
STATE STREET CORP177.0134,8 Mio. $zum 31.03.2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP163.2714,5 Mio. $zum 31.03.2026
MALTESE CAPITAL MANAGEMENT LLC157.0004,3 Mio. $zum 31.03.2026
KENNEDY CAPITAL MANAGEMENT LLC141.7753,9 Mio. $zum 31.03.2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC136.3663,7 Mio. $zum 31.03.2026
Bank of New York Mellon Corp123.2443,4 Mio. $zum 31.03.2026
NORTHERN TRUST CORP114.9333,1 Mio. $zum 31.03.2026
RENAISSANCE TECHNOLOGIES LLC105.2502,9 Mio. $zum 31.03.2026
AMERICAN CENTURY COMPANIES INC97.2732,7 Mio. $zum 31.03.2026
MORGAN STANLEY91.6432,5 Mio. $zum 31.03.2026
AlTi Global, Inc.86.5682,4 Mio. $zum 31.03.2026
Kestra Advisory Services, LLC73.9562 Mio. $zum 31.03.2026
Glass Wealth Management Co LLC66.5861,8 Mio. $zum 31.03.2026
SEI INVESTMENTS CO65.2811,8 Mio. $zum 31.03.2026
Empowered Funds, LLC64.7011,8 Mio. $zum 31.03.2026
Qube Research & Technologies Ltd64.1221,7 Mio. $zum 31.03.2026

Gemeldete Aktionäre von Investar Holding Corp

4 Beteiligungsmeldungen bei der SEC (Schedule 13D/13G). Diese Anteile addieren sich nicht: eine meldende Verwaltungsgesellschaft fasst ihre eigenen Fonds zusammen, die oben bereits gezählt sind.

AktionärGemeldeter AnteilStücke
Wellington Management Group LLP und 3 weitere7,00 %965.080zum 31.03.2026 · SCHEDULE 13G
Fourthstone LLC und 5 weitere6,02 %827.389zum 31.03.2026 · SCHEDULE 13G
BlackRock, Inc. 5,10 %700.807zum 31.03.2026 · SCHEDULE 13G
Bay Pond Partners, L.P. 3,80 %517.534zum 31.03.2026 · SCHEDULE 13G
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