Funds holding Andersen Group Inc
41 funds declare a position · 1 ETFs and 40 other funds · 181.8M $ · US0338531025
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Franklin Small Cap Growth Fund Franklin Strategic Series | 952,087 | 33.7M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 900,000 | 24.5M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Total Return Fund ROYCE FUND | 669,657 | 18.2M $ | 2.15 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 607,095 | 16.5M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 592,454 | 16.1M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 342,926 | 12.1M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| Brown Advisory Small-Cap Growth Fund Brown Advisory Funds | 421,666 | 11.5M $ | 2.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 356,004 | 9.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Fund ROYCE FUND | 311,937 | 8.5M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 163,998 | 5.8M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 141,908 | 3.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 133,321 | 3.6M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| Driehaus Micro Cap Growth Fund Driehaus Mutual Funds | 89,263 | 2.4M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 70,713 | 1.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Meridian Small Cap Growth Fund Meridian Fund Inc | 69,059 | 1.9M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 55,880 | 1.5M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 50,837 | 1.4M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Adara Smaller Companies Fund RBB Fund, Inc. | 43,097 | 997.7K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Value Advantage Portfolio PACIFIC SELECT FUND | 33,466 | 910.3K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Royce SMid-Cap Total Return Fund ROYCE FUND | 30,613 | 832.7K $ | 2.70 % | as of Mar 31, 2026 · Original filing |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 29,358 | 798.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 28,999 | 788.8K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 21,758 | 591.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 16,094 | 569.4K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 17,861 | 485.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Harbor Active Small Cap ETF Harbor ETF Trust | 13,721 | 485.4K $ | 3.51 % | as of Apr 30, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 15,880 | 367.6K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 10,000 | 353.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 11,697 | 270.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Global Allocation Fund JPMorgan Trust I | 4,903 | 173.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 6,289 | 171.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I | 6,043 | 164.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 5,502 | 149.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Transamerica JPMorgan Tactical Allocation VP TRANSAMERICA SERIES TRUST | 4,114 | 111.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Fund JPMorgan Trust I | 4,040 | 109.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST | 2,727 | 96.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Brown Advisory Mid-Cap Growth Fund Brown Advisory Funds | 3,339 | 90.8K $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| JNL/JPMorgan Global Allocation Fund JNL Series Trust | 1,488 | 40.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,184 | 27.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 385 | 8.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 220 | 5.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |