Titelia

Fund shareholders of Coda Octopus Group Inc

ISIN US19188U2069 · United States · LEI 529900YRMYB0E8DV9418

Fund shareholders
38
Of which ETFs
11 27 other funds
Value held
6.5M $
Share of capital
5.6 % of 11.3M shares on Sep 14, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 165,8641.6M $0.00 %1.47 %as of Jun 30, 2026 ↗
1290 Essex Small Cap Growth Fund 1290 Funds 77,797788.9K $0.68 %0.69 %as of Jul 31, 2026 ↗
North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II 50,000627K $0.34 %0.44 %as of May 31, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 49,828486.8K $0.08 %0.44 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 46,960458.8K $0.00 %0.42 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 27,907283K $0.00 %0.25 %as of Jul 31, 2026 ↗
GRANDEUR PEAK GLOBAL REACH FUND Grandeur Peak Global Trust 27,036274.1K $0.34 %0.24 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 22,446227.6K $0.00 %0.20 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 22,350280.3K $0.00 %0.20 %as of May 31, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 18,774183.4K $0.16 %0.17 %as of Jun 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 18,290178.7K $0.01 %0.16 %as of Jun 30, 2026 ↗
GRANDEUR PEAK GLOBAL MICROCAP FUND Grandeur Peak Global Trust 16,351165.8K $0.37 %0.14 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 13,223165.8K $0.00 %0.12 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,231103.7K $0.00 %0.09 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 9,381117.6K $0.00 %0.08 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,06181.7K $0.00 %0.07 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 6,50381.5K $0.00 %0.06 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 4,57944.7K $0.00 %0.04 %as of Jun 30, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 3,84337.5K $0.13 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 3,80538.6K $0.00 %0.03 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 2,86928K $0.03 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 2,59932.6K $0.00 %0.02 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,42023.6K $0.00 %0.02 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,19922.3K $0.00 %0.02 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 2,18021.3K $0.00 %0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 2,12621.6K $0.02 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,05620.8K $0.00 %0.02 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,04020.7K $0.00 %0.02 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,94419.7K $0.00 %0.02 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,44114.6K $0.00 %0.01 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,40014.2K $0.00 %0.01 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,32013.4K $0.00 %0.01 %as of Jul 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,22311.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 1,10410.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 6226.3K $0.00 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 440.6 $0.00 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 440.6 $0.00 %as of Jul 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 440.6 $0.00 %as of Jul 31, 2026 ↗

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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 0.68 %as of Jul 31, 2026 ↗
GRANDEUR PEAK GLOBAL MICROCAP FUND Grandeur Peak Global Trust 0.37 %as of Jul 31, 2026 ↗
North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II 0.34 %as of May 31, 2026 ↗
GRANDEUR PEAK GLOBAL REACH FUND Grandeur Peak Global Trust 0.34 %as of Jul 31, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 0.16 %as of Jun 30, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 0.13 %as of Jun 30, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 0.08 %as of Jun 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.01 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 0.00 %as of Jun 30, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q338+4630,784+6.3 %
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
Ezralow Bryan Ross and 1 other6.05 %682,641as of Dec 31, 2025 · SCHEDULE 13G
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Titelia. "Fund shareholders of Coda Octopus Group Inc". https://titelia.com/en/stocks/coda-octopus-group-inc-US19188U2069