Funds holding Cumberland Pharmaceuticals Inc
ISIN US2307701092 · United States
- Fund holders
- 29
- Of which ETFs
- 6 23 other funds
- Value held
- 4.7M $
- Share of capital
- 4.9 % of 15M shares on Aug 5, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 274,814 | 1.8M $ | 0.00 % | 1.83 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 99,719 | 646.2K $ | 0.00 % | 0.67 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 49,950 | 333.7K $ | 0.00 % | 0.33 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 47,968 | 295K $ | 0.00 % | 0.32 % | as of May 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 47,772 | 319.1K $ | 0.00 % | 0.32 % | as of Jul 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 37,593 | 251.1K $ | 0.00 % | 0.25 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 28,898 | 187.3K $ | 0.01 % | 0.19 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 25,000 | 162K $ | 0.11 % | 0.17 % | as of Jun 30, 2026 ↗ |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 24,624 | 164.5K $ | 0.13 % | 0.16 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 17,887 | 110K $ | 0.00 % | 0.12 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 13,522 | 83.2K $ | 0.00 % | 0.09 % | as of May 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 11,327 | 69.7K $ | 0.00 % | 0.08 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 6,441 | 43K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 6,355 | 42.5K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 4,945 | 32K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,933 | 33K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,562 | 30.5K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 3,758 | 23.1K $ | 0.00 % | 0.03 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 3,702 | 24.7K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,800 | 18.1K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 2,780 | 18.6K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,517 | 16.8K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,991 | 12.9K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,468 | 9.5K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 956 | 6.2K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 900 | 5.8K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 700 | 4.7K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 363 | 2.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 331 | 2.2K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 0.13 % | as of Jul 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.11 % | 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 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 0.00 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz 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.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 29 | +1 | 728,576 | -19.2 % |
| 2026Q2 | 28 | -2 | 901,722 | +4.5 % |
| 2026Q1 | 30 | 0 | 862,949 | -2.4 % |
| 2025Q4 | 30 | +3 | 883,920 | -3.5 % |
| 2025Q3 | 27 | +7 | 916,107 | +4.5 % |
| 2025Q2 | 20 | 0 | 876,594 | +4.5 % |
| 2025Q1 | 20 | -1 | 838,885 | -13.0 % |
| 2024Q4 | 21 | -3 | 963,767 | -1.2 % |
| 2024Q3 | 24 | -2 | 975,496 | -5.3 % |
| 2024Q2 | 26 | -2 | 1,030,598 | -1.8 % |
| 2024Q1 | 28 | 0 | 1,049,868 | +1.1 % |
| 2023Q4 | 28 | 1,038,392 |
Institutional managers
26 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Ikarian Capital, LLC | 553,153 | 1.8M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 470,696 | 1.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 276,359 | 898.2K $ | as of Mar 31, 2026 |
| PERCEPTIVE ADVISORS LLC | 196,978 | 640.2K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 163,468 | 531.3K $ | as of Mar 31, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | 127,694 | 415K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 114,293 | 371.5K $ | as of Mar 31, 2026 |
| J. Goldman & Co LP | 81,040 | 263.4K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 58,458 | 190K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 56,891 | 184.9K $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 44,288 | 143 $ | as of Mar 31, 2026 |
| STATE STREET CORP | 39,510 | 128.4K $ | as of Mar 31, 2026 |
| Marex Group plc | 36,423 | 118.4K $ | as of Mar 31, 2026 |
| XTX Topco Ltd | 24,006 | 78K $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 20,252 | 65.8K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 19,603 | 63.7K $ | as of Mar 31, 2026 |
| Cresset Asset Management, LLC | 19,475 | 63.3K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 16,643 | 54.1K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 14,607 | 47.5K $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 11,085 | 36K $ | as of Mar 31, 2026 |
| UBS Group AG | 5,189 | 16.9K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,260 | 10.6K $ | as of Mar 31, 2026 |
| Capital Advisors, Ltd. LLC | 437 | 1 $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 100 | 325 $ | as of Mar 31, 2026 |
| Caitong International Asset Management Co., Ltd | 2 | 6 $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Cumberland Pharmaceuticals Inc". https://titelia.com/en/stocks/cumberland-pharmaceuticals-inc-US2307701092