Fund shareholders of CVD Equipment Corp
ISIN US1266011030 · United States · LEI 549300M516CGRTF3JO44
- Fund shareholders
- 21
- Of which ETFs
- 6 15 other funds
- Value held
- 2.4M $
- Share of capital
- 4.9 % of 7M shares on Aug 11, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 131,791 | 979.2K $ | 1.90 % | as of Jun 30, 2026 ↗ | |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 64,178 | 476.8K $ | 0.00 % | 0.92 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 29,057 | 173.2K $ | 0.00 % | 0.42 % | as of May 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 25,326 | 182.6K $ | 0.00 % | 0.36 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 16,430 | 122.1K $ | 0.01 % | 0.24 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 12,479 | 74.4K $ | 0.00 % | 0.18 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,212 | 59.2K $ | 0.00 % | 0.12 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 7,919 | 47.2K $ | 0.11 % | as of May 31, 2026 ↗ | |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 6,633 | 39.5K $ | 0.00 % | 0.10 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 6,411 | 46.2K $ | 0.00 % | 0.09 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 6,391 | 46.1K $ | 0.00 % | 0.09 % | as of Jul 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,741 | 41.4K $ | 0.00 % | 0.08 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 3,666 | 27.2K $ | 0.05 % | as of Jun 30, 2026 ↗ | |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 3,304 | 23.8K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,019 | 21.8K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,900 | 20.9K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,764 | 19.9K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 2,668 | 19.2K $ | 0.04 % | as of Jul 31, 2026 ↗ | |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,074 | 8K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 115 | 829.2 $ | 0.00 % | as of Jul 31, 2026 ↗ | |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 8 | 57.7 $ | 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 | |
|---|---|---|
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 0.00 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 21 | +3 | 340,086 | -8.5 % |
| 2026Q2 | 18 | +1 | 371,479 | +0.5 % |
| 2026Q1 | 17 | 0 | 369,537 | -0.1 % |
| 2025Q4 | 17 | 0 | 370,005 | -9.6 % |
| 2025Q3 | 17 | -2 | 409,201 | -2.3 % |
| 2025Q2 | 19 | +2 | 418,951 | +1.7 % |
| 2025Q1 | 17 | -1 | 412,082 | -4.6 % |
| 2024Q4 | 18 | -1 | 431,845 | -0.4 % |
| 2024Q3 | 19 | -1 | 433,483 | -2.6 % |
| 2024Q2 | 20 | +1 | 445,261 | -0.1 % |
| 2024Q1 | 19 | -1 | 445,735 | +7.8 % |
| 2023Q4 | 20 | 413,561 |
Institutional managers
25 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 180,882 | 748.9K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 137,541 | 569.4K $ | as of Mar 31, 2026 |
| HRT FINANCIAL LP | 84,256 | 348 $ | as of Mar 31, 2026 |
| Quinn Opportunity Partners LLC | 82,544 | 341.7K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 71,437 | 295.8K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 68,363 | 283K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 31,099 | 128.8K $ | as of Mar 31, 2026 |
| XTX Topco Ltd | 26,708 | 110.6K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 21,546 | 89.2K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,523 | 60.1K $ | as of Mar 31, 2026 |
| GSA CAPITAL PARTNERS LLP | 14,430 | 60 $ | as of Mar 31, 2026 |
| Virtu Financial LLC | 13,472 | 56 $ | as of Mar 31, 2026 |
| SOA Wealth Advisors, LLC. | 2,771 | 11.5K $ | as of Mar 31, 2026 |
| CURIO WEALTH, LLC | 2,000 | 8.3K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,965 | 8.1K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 1,210 | 5K $ | as of Mar 31, 2026 |
| UBS Group AG | 1,152 | 4.8K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1,000 | 4.1K $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 688 | 3.4K $ | as of Mar 31, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | 100 | 414 $ | as of Mar 31, 2026 |
| CITIGROUP INC | 58 | 240 $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 55 | 231 $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 12 | 50 $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 11 | 46 $ | as of Mar 31, 2026 |
| SBI Securities Co., Ltd. | 6 | 25 $ | as of Mar 31, 2026 |
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Titelia. "Fund shareholders of CVD Equipment Corp". https://titelia.com/en/stocks/cvd-equipment-corp-US1266011030