Funds holding Envela Corp
ISIN US29402E1029 · United States
- Fund holders
- 87
- Of which ETFs
- 15 72 other funds
- Value held
- ≈ 23.7M $ 23.7M $ · 50.8K €
- Share of capital
- 5.6 % of 26M shares on Aug 4, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 308,010 | 5.1M $ | 0.00 % | 1.19 % | as of Mar 31, 2026 ↗ |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 167,573 | 3M $ | 0.45 % | 0.65 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 129,701 | 2.2M $ | 0.00 % | 0.50 % | as of Mar 31, 2026 ↗ |
| Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 119,358 | 1.6M $ | 0.96 % | 0.46 % | as of Feb 28, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 113,530 | 1.9M $ | 0.00 % | 0.44 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 76,862 | 1.3M $ | 0.00 % | 0.30 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 66,043 | 1.2M $ | 0.00 % | 0.25 % | as of Apr 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 60,467 | 1M $ | 0.82 % | 0.23 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 49,831 | 830.2K $ | 0.01 % | 0.19 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 35,521 | 478.1K $ | 0.00 % | 0.14 % | as of Feb 28, 2026 ↗ |
| Zacks Small-Cap Core Fund Zacks Trust | 35,270 | 474.7K $ | 1.54 % | 0.14 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 32,882 | 442.6K $ | 0.00 % | 0.13 % | as of Feb 28, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 25,000 | 416.5K $ | 0.49 % | 0.10 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 23,133 | 407.4K $ | 0.00 % | 0.09 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 19,734 | 347.5K $ | 0.00 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 18,534 | 326.4K $ | 0.11 % | 0.07 % | as of Apr 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 17,146 | 285.7K $ | 0.02 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 15,052 | 265.1K $ | 0.00 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 13,004 | 175K $ | 0.00 % | 0.05 % | as of Feb 28, 2026 ↗ |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,751 | 224.5K $ | 0.01 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 11,311 | 188.4K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 9,389 | 126.4K $ | 0.00 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 6,708 | 118.1K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,242 | 84K $ | 0.01 % | 0.02 % | as of Feb 28, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 5,332 | 88.8K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 5,062 | 84.3K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 4,880 | 81.3K $ | 0.09 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 4,047 | 71.3K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 3,960 | 66K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 3,610 | 60.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 3,526 | 58.7K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 3,289 | 44.3K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 3,044 | 53.6K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 2,705 | 36.4K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,677 | 44.6K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,497 | 44K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 2,000 | 33.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,800 | 30K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,719 | 28.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 1,597 | 26.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,570 | 21.1K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 1,542 | 27.2K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 1,390 | 23.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 1,334 | 22.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,291 | 21.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,211 | 21.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,090 | 19.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,074 | 17.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 1,068 | 17.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,052 | 18.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 988 | 16.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 974 | 17.2K $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 930 | 15.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 877 | 15.4K $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| Victory Extended Market Index Fund Victory Portfolios III | 767 | 13.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 760 | 13.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 679 | 11.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 676 | 11.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 639 | 10.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 621 | 10.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 583 | 7.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 551 | 9.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 544 | 9.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 500 | 8.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 411 | 5.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 410 | 5.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 409 | 6.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 344 | 6.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 330 | 5.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 300 | 5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 289 | 3.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 215 | 3.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 130 | 2.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 75 | 1.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 36 | 634 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 34 | 566.4 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 32 | 533.1 $ | 0.00 % | as of Mar 31, 2026 ↗ | |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 30 | 528.3 $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| PROFUND VP ULTRA SMALL CAP ProFunds | 22 | 366.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 17 | 283.2 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 16 | 266.6 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 12 | 211.3 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 9 | 149.9 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 8 | 140.9 $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| ProShares Hedge Replication ETF ProShares Trust | 7 | 94.2 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 2 | 33.3 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / NOAX GLOBAL ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 50.8K € | 3.00 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / NOAX GLOBAL ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 3.00 % | as of Dec 31, 2025 ↗ |
| Zacks Small-Cap Core Fund Zacks Trust | 1.54 % | as of Feb 28, 2026 ↗ |
| Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 0.96 % | as of Feb 28, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.82 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.49 % | as of Mar 31, 2026 ↗ |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 0.45 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 0.11 % | as of Apr 30, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 0.09 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 86 | +16 | 1,450,646 | +28.9 % |
| 2026Q1 | 70 | +4 | 1,125,054 | +10.6 % |
| 2025Q4 | 66 | +23 | 1,016,874 | +35.6 % |
| 2025Q3 | 43 | +23 | 750,058 | +17.8 % |
| 2025Q2 | 20 | 0 | 636,648 | -0.3 % |
| 2025Q1 | 20 | +2 | 638,645 | +4.3 % |
| 2024Q4 | 18 | -31 | 612,543 | -29.6 % |
| 2024Q3 | 49 | -18 | 870,072 | -33.3 % |
| 2024Q2 | 67 | +3 | 1,303,679 | -6.8 % |
| 2024Q1 | 64 | -2 | 1,399,081 | +0.3 % |
| 2023Q4 | 66 | 1,395,187 |
Institutional managers
73 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| Mink Brook Asset Management LLC | 1,277,053 | 21.3M $ | as of Mar 31, 2026 |
| Topline Capital Management, LLC | 779,949 | 13M $ | as of Mar 31, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 392,008 | 6.5M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 313,041 | 5.2M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 261,004 | 4.3M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 209,257 | 3.5M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 164,980 | 2.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 152,331 | 2.5M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 120,238 | 2M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 118,342 | 2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 110,082 | 1.8M $ | as of Mar 31, 2026 |
| Informed Momentum Co LLC | 97,166 | 1.6M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 89,767 | 1.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 86,453 | 1.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 75,268 | 1.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 71,549 | 1.2M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 60,265 | 1M $ | as of Mar 31, 2026 |
| US BANCORP \DE\ | 58,190 | 969.4K $ | as of Mar 31, 2026 |
| Centiva Capital, LP | 44,356 | 739K $ | as of Mar 31, 2026 |
| VANGUARD FIDUCIARY TRUST CO | 43,949 | 732.2K $ | as of Mar 31, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 39,181 | 652.8K $ | as of Mar 31, 2026 |
| ZACKS INVESTMENT MANAGEMENT | 35,270 | 587.6K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 29,873 | 497.7K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 29,641 | 493.8K $ | as of Mar 31, 2026 |
| UBS Group AG | 23,709 | 395K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Envela Corp". https://titelia.com/en/stocks/envela-corp-US29402E1029