Titelia

Fund shareholders of Coda Octopus Group Inc

ISIN US19188U2069 · United States

Fund shareholders
34
Of which ETFs
10 24 other funds
Value held
6.9M $
Share of capital
5.3 % of 11.3M shares on Jun 15, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 215,4642.4M $0.00 %1.91 %as of Mar 31, 2026 ↗
North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II 50,000678K $0.37 %0.44 %as of Feb 28, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 47,124532.5K $0.00 %0.42 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 43,314489.9K $0.07 %0.38 %as of Apr 30, 2026 ↗
1290 Essex Small Cap Growth Fund 1290 Funds 41,471469K $0.42 %0.37 %as of Apr 30, 2026 ↗
GRANDEUR PEAK GLOBAL REACH FUND Grandeur Peak Global Trust 27,036305.8K $0.36 %0.24 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 25,954293.5K $0.00 %0.23 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 22,668307.4K $0.00 %0.20 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 22,446253.9K $0.00 %0.20 %as of Apr 30, 2026 ↗
GRANDEUR PEAK GLOBAL MICROCAP FUND Grandeur Peak Global Trust 16,351184.9K $0.41 %0.14 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 13,223179.3K $0.00 %0.12 %as of Feb 28, 2026 ↗
iShares Micro-Cap ETF iShares Trust 13,084147.8K $0.01 %0.12 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,231115.7K $0.00 %0.09 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 8,170110.8K $0.00 %0.07 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,06191.2K $0.00 %0.07 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 4,10355.6K $0.00 %0.04 %as of Feb 28, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 2,67830.3K $0.12 %0.02 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,42027.3K $0.00 %0.02 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,19924.9K $0.00 %0.02 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 2,18024.6K $0.00 %0.02 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 2,12624K $0.00 %0.02 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,05623.3K $0.00 %0.02 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,94422K $0.00 %0.02 %as of Apr 30, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 1,80020.3K $0.02 %0.02 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,40015.8K $0.00 %0.01 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 1,34015.2K $0.00 %0.01 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,32014.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 1,15113K $0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 1,10412.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 8729.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 3584.9K $0.00 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 445.2 $0.00 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 445.2 $0.00 %as of Apr 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 445.2 $0.00 %as of Apr 30, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
1290 Essex Small Cap Growth Fund 1290 Funds 0.42 %as of Apr 30, 2026 ↗
GRANDEUR PEAK GLOBAL MICROCAP FUND Grandeur Peak Global Trust 0.41 %as of Apr 30, 2026 ↗
North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II 0.37 %as of Feb 28, 2026 ↗
GRANDEUR PEAK GLOBAL REACH FUND Grandeur Peak Global Trust 0.36 %as of Apr 30, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 0.12 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 0.07 %as of Apr 30, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 0.02 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.01 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 0.00 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q234+3593,660-0.3 %
2026Q131+3595,451+0.4 %
2025Q428+1593,092-4.8 %
2025Q327-1623,005+3.7 %
2025Q228-1600,654-1.9 %
2025Q129+1612,351-1.7 %
2024Q4280623,238+0.7 %
2024Q3280618,813-0.1 %
2024Q2280619,629-2.1 %
2024Q128-1632,880-0.9 %
2023Q429638,473

Institutional managers

62 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
MARSHALL WACE, LLP254,1892.9M $as of Mar 31, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC189,6402.1M $as of Mar 31, 2026
SEI INVESTMENTS CO147,4861.7M $as of Mar 31, 2026
Archon Capital Management LLC140,0001.6M $as of Mar 31, 2026
Round Rock Advisors LLC117,3661.3M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC115,5361.3K $as of Mar 31, 2026
JANE STREET GROUP, LLC104,6061.2M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP99,5601.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP98,8541.1M $as of Mar 31, 2026
Informed Momentum Co LLC73,722833.1K $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC63,042712.6K $as of Mar 31, 2026
Grandeur Peak Global Advisors, LLC62,519706.5K $as of Mar 31, 2026
Legato Capital Management LLC58,212657.8K $as of Mar 31, 2026
BlackRock, Inc.57,432649K $as of Mar 31, 2026
RBF Capital, LLC50,000565K $as of Mar 31, 2026
North Star Investment Management Corp.50,000565K $as of Mar 31, 2026
NAVELLIER & ASSOCIATES INC46,450524.9K $as of Mar 31, 2026
FEDERATED HERMES, INC.43,314489.4K $as of Mar 31, 2026
Trexquant Investment LP36,446411.8K $as of Mar 31, 2026
Cambridge Investment Research Advisors, Inc.34,353388 $as of Mar 31, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP33,965383.8K $as of Mar 31, 2026
MORGAN STANLEY33,505378.6K $as of Mar 31, 2026
OSAIC HOLDINGS, INC.31,801359.4K $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC30,997350.3K $as of Mar 31, 2026
STIFEL FINANCIAL CORP30,000339K $as of Mar 31, 2026

Declared shareholders of Coda Octopus Group Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Jonathan Honig and 5 others4.51 %508,600as of Apr 7, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Coda Octopus Group Inc". https://titelia.com/en/stocks/coda-octopus-group-inc-US19188U2069