Titelia

Fund shareholders of ePlus Inc

ISIN US2942681071 · United States · LEI 529900FFY8AAFJ21NE91

Fund shareholders
283
Of which ETFs
85 198 other funds
Value held
≈ 1.2B $ 1.2B $ · 249.3M SEK
Share of capital
53.4 % of 26.1M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,575,544131.1M $0.12 %6.04 %as of Jun 30, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 839,32169.9M $0.62 %3.22 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 833,70069.4M $0.00 %3.20 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 710,01158.3M $0.22 %2.72 %as of May 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 680,97156.7M $0.07 %2.61 %as of Jun 30, 2026 ↗
VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND 666,85854.7M $0.03 %2.56 %as of May 31, 2026 ↗
Swedbank Robur Small Cap USA Swedbank Robur Fonder AB 340,000243.7M SEK3.84 %1.30 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 299,88425M $0.03 %1.15 %as of Jun 30, 2026 ↗
FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III 297,24424.4M $1.81 %1.14 %as of May 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 289,96526.8M $0.08 %1.11 %as of Jul 31, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 263,34924.3M $0.33 %1.01 %as of Jul 31, 2026 ↗
AMG River Road Small Cap Value Fund AMG Funds IV 257,63723.8M $2.38 %0.99 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 252,84721M $0.14 %0.97 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 240,47220M $0.12 %0.92 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 232,51621.5M $0.11 %0.89 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 194,99118M $0.11 %0.75 %as of Jul 31, 2026 ↗
Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds 182,97616.9M $1.94 %0.70 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 179,15214.9M $0.14 %0.69 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 176,76114.5M $0.01 %0.68 %as of May 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 165,35813.8M $0.12 %0.63 %as of Jun 30, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 155,19014.3M $0.30 %0.59 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 154,11414.2M $0.10 %0.59 %as of Jul 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 147,65912.3M $0.15 %0.57 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 135,56511.1M $0.06 %0.52 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 135,26811.1M $0.03 %0.52 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 125,56710.3M $0.05 %0.48 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 118,36110.9M $0.06 %0.45 %as of Jul 31, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 113,2989.4M $1.40 %0.43 %as of Jun 30, 2026 ↗
Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. 111,6009.3M $1.12 %0.43 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 108,13410M $0.12 %0.41 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 104,7188.7M $0.43 %0.40 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 98,5078.1M $0.09 %0.38 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 92,1827.7M $0.15 %0.35 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 92,1648.5M $0.11 %0.35 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 90,4837.4M $0.13 %0.35 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 86,1238M $0.05 %0.33 %as of Jul 31, 2026 ↗
Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST 84,7297.8M $0.04 %0.32 %as of Jul 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 83,8407M $0.09 %0.32 %as of Jun 30, 2026 ↗
Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. 82,7057.6M $2.21 %0.32 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 80,5906.6M $0.00 %0.31 %as of May 31, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 74,4086.9M $1.03 %0.29 %as of Jul 31, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 73,4316.1M $0.35 %0.28 %as of Jun 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust 72,0696M $2.37 %0.28 %as of Jun 30, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 66,1576.1M $0.67 %0.25 %as of Jul 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 66,0706.1M $0.15 %0.25 %as of Jul 31, 2026 ↗
AMG River Road Small-Mid Cap Value Fund AMG Funds IV 64,9906M $1.75 %0.25 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 64,3926M $0.08 %0.25 %as of Jul 31, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 62,9015.8M $0.26 %0.24 %as of Jul 31, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 62,3675.2M $0.24 %0.24 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 56,8865.3M $0.01 %0.22 %as of Jul 31, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 53,9335M $0.25 %0.21 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Information Technology ETF Invesco Exchange-Traded Fund Trust II 52,7544.3M $0.80 %0.20 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 52,5744.3M $0.15 %0.20 %as of May 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 52,4714.4M $0.23 %0.20 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 51,3784.7M $0.71 %0.20 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 50,1584.1M $0.00 %0.19 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 49,5824.1M $0.07 %0.19 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 49,4544.1M $0.09 %0.19 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 48,5934.5M $0.01 %0.19 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 44,7063.7M $0.21 %0.17 %as of May 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 41,3003.4M $0.38 %0.16 %as of Jun 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 40,9213.4M $0.12 %0.16 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 39,7173.3M $0.00 %0.15 %as of May 31, 2026 ↗
Sterling Capital Small Cap Value Fund Sterling Capital Funds 39,6103.3M $1.68 %0.15 %as of Jun 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 39,0303.2M $0.12 %0.15 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 38,6163.2M $0.15 %0.15 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,0373.5M $0.01 %0.15 %as of Jul 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 37,7813.1M $0.38 %0.14 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 37,0573.1M $0.14 %0.14 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 35,0883.2M $0.08 %0.13 %as of Jul 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 34,5583.2M $0.03 %0.13 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 34,3682.8M $0.15 %0.13 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 34,2792.9M $0.00 %0.13 %as of Jun 30, 2026 ↗
Boston Partners Small Cap Value Fund II RBB Fund, Inc. 34,2392.8M $0.34 %0.13 %as of May 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 33,3522.8M $0.13 %0.13 %as of Jun 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 31,4442.9M $0.21 %0.12 %as of Jul 31, 2026 ↗
ICON HEALTH AND INFORMATION TECHNOLOGY FUND SCM Trust 30,0002.5M $2.55 %0.11 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 29,3172.4M $0.06 %0.11 %as of Jun 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 28,4532.4M $0.10 %0.11 %as of Jun 30, 2026 ↗
Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND 27,6502.3M $1.23 %0.11 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 26,8932.5M $0.20 %0.10 %as of Jul 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 25,0172.3M $0.09 %0.10 %as of Jul 31, 2026 ↗
Rockefeller US Small Cap Core Fund Trust for Professional Managers 24,1532M $1.99 %0.09 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 22,8162.1M $0.09 %0.09 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 22,3372.1M $0.07 %0.09 %as of Jul 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 22,2441.9M $0.12 %0.09 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 21,2331.7M $0.09 %0.08 %as of May 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 20,9771.9M $0.01 %0.08 %as of Jul 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 20,9421.7M $0.41 %0.08 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 20,8161.7M $0.13 %0.08 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 19,8901.8M $0.00 %0.08 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 19,5901.6M $0.16 %0.08 %as of May 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 19,2641.8M $0.13 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,7161.6M $0.07 %0.07 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 18,2281.5M $0.12 %0.07 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 17,3221.4M $0.01 %0.07 %as of May 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 17,1691.4M $0.12 %0.07 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 16,9001.4M $0.01 %0.06 %as of May 31, 2026 ↗
Royce Small-Cap Value Fund ROYCE FUND 16,5571.4M $1.23 %0.06 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 16,5561.4M $0.57 %0.06 %as of May 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Swedbank Robur Small Cap USA Swedbank Robur Fonder AB 3.84 %as of Mar 31, 2026 ↗
ICON HEALTH AND INFORMATION TECHNOLOGY FUND SCM Trust 2.55 %as of Jun 30, 2026 ↗
AMG River Road Small Cap Value Fund AMG Funds IV 2.38 %as of Jul 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust 2.37 %as of Jun 30, 2026 ↗
Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. 2.21 %as of Jul 31, 2026 ↗
Rockefeller US Small Cap Core Fund Trust for Professional Managers 1.99 %as of May 31, 2026 ↗
Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds 1.94 %as of Jul 31, 2026 ↗
Hennessy Technology Fund Hennessy Funds Trust 1.81 %as of Jul 31, 2026 ↗
FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III 1.81 %as of May 31, 2026 ↗
AMG River Road Small-Mid Cap Value Fund AMG Funds IV 1.75 %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.

QuarterShareholdersChangeSharesChange
2026Q3280-1113,571,966-1.0 %
2026Q2291+1013,709,500+3.9 %
2026Q1281-213,190,349-2.0 %
2025Q4283-313,464,497-0.8 %
2025Q3286-913,574,480+0.2 %
2025Q2295-1513,551,649-7.0 %
2025Q1310-1214,569,096+8.5 %
2024Q4322+1913,429,670-4.7 %
2024Q3303-114,098,130-2.3 %
2024Q2304+1314,426,450+7.1 %
2024Q1291-613,471,499+0.3 %
2023Q429713,428,269

Institutional managers

271 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.4,003,441301.3M $as of Mar 31, 2026
River Road Asset Management, LLC1,624,672122.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,310,37898.6M $as of Mar 31, 2026
STATE STREET CORP1,013,72976.3M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC976,20973.5M $as of Mar 31, 2026
AltraVue Capital, LLC926,65369.7M $as of Mar 31, 2026
FMR LLC765,29757.6M $as of Mar 31, 2026
GENEVA CAPITAL MANAGEMENT LLC759,51757.2M $as of Mar 31, 2026
MORGAN STANLEY721,70554.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC691,69352.1M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP579,04743.6M $as of Mar 31, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC475,81535.8M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP456,61634.4M $as of Mar 31, 2026
NORTHERN TRUST CORP418,16631.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC386,77029.1M $as of Mar 31, 2026
Swedbank AB340,00025.6M $as of Mar 31, 2026
Bragg Financial Advisors, Inc308,65523.2M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/283,51021.3K $as of Mar 31, 2026
ROYAL BANK OF CANADA278,63621M $as of Mar 31, 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC273,07020.5M $as of Mar 31, 2026
LONDON CO OF VIRGINIA270,00520.3M $as of Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC221,13716.6M $as of Mar 31, 2026
Bank of New York Mellon Corp212,64116M $as of Mar 31, 2026
PRUDENTIAL FINANCIAL INC193,61814.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC192,30314.5M $as of Mar 31, 2026

Declared shareholders of ePlus Inc

There are 2 beneficial ownership filings. 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
Dimensional Fund Advisors LP 5.20 %1,368,044as of Jun 30, 2026 · SCHEDULE 13G
River Road Asset Management, LLC 4.50 %1,162,635as of Jul 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of ePlus Inc". https://titelia.com/en/stocks/eplus-inc-US2942681071