Funds holding Educational Development Corp
ISIN US2814791057 · United States · LEI 254900CR48GDX3OIGC82
- Fund holders
- 10
- Of which ETFs
- 0 10 other funds
- Value held
- 2M $
- Share of capital
- 15.9 % of 8.5M shares on Oct 5, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Needham Aggressive Growth Fund Needham Funds Inc | 800,000 | 1.2M $ | 0.05 % | 9.38 % | as of Jun 30, 2026 ↗ |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 390,779 | 539.3K $ | 0.02 % | 4.58 % | as of Jul 31, 2026 ↗ |
| Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 72,974 | 110.2K $ | 0.02 % | 0.86 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 46,622 | 70.4K $ | 0.00 % | 0.55 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 21,586 | 32.6K $ | 0.03 % | 0.25 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 8,416 | 12.3K $ | 0.10 % | as of May 31, 2026 ↗ | |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 7,081 | 10.3K $ | 0.08 % | as of May 31, 2026 ↗ | |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 5,163 | 7.5K $ | 0.06 % | as of May 31, 2026 ↗ | |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,317 | 4.6K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 700 | 1.1K $ | 0.00 % | 0.01 % | as of Jun 30, 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 | |
|---|---|---|
| Needham Aggressive Growth Fund Needham Funds Inc | 0.05 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.03 % | as of Jun 30, 2026 ↗ |
| Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.02 % | as of Jun 30, 2026 ↗ |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 0.02 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series 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 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 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 | 10 | -1 | 1,356,638 | -2.0 % |
| 2026Q2 | 11 | 0 | 1,384,055 | -0.0 % |
| 2026Q1 | 11 | +1 | 1,384,269 | +1.7 % |
| 2025Q4 | 10 | -3 | 1,360,862 | -10.0 % |
| 2025Q3 | 13 | -1 | 1,512,334 | -0.5 % |
| 2025Q2 | 14 | -4 | 1,519,707 | +0.6 % |
| 2025Q1 | 18 | -1 | 1,510,741 | -0.4 % |
| 2024Q4 | 19 | +5 | 1,516,715 | +4.2 % |
| 2024Q3 | 14 | +1 | 1,455,082 | +4.4 % |
| 2024Q2 | 13 | -3 | 1,393,614 | +9.2 % |
| 2024Q1 | 16 | -7 | 1,276,746 | -10.8 % |
| 2023Q4 | 23 | 1,431,517 |
Institutional managers
18 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| NEEDHAM INVESTMENT MANAGEMENT LLC | 800,000 | 1M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 520,296 | 655.6K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 196,845 | 248K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 46,922 | 59.1K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 31,876 | 40.2K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 30,719 | 38.7K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 22,186 | 28K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 19,890 | 25.1K $ | as of Mar 31, 2026 |
| XTX Topco Ltd | 17,741 | 22.4K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 17,047 | 21.5K $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 12,652 | 15.9K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 10,876 | 13.7K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 6,171 | 7.8K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 3,990 | 5K $ | as of Mar 31, 2026 |
| MAI Capital Management | 908 | 1.1K $ | as of Mar 31, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | 800 | 1 $ | as of Mar 31, 2026 |
| UBS Group AG | 100 | 126 $ | as of Mar 31, 2026 |
| SBI Securities Co., Ltd. | 3 | 4 $ | as of Mar 31, 2026 |
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