Titelia

Fund shareholders of ePlus Inc

ISIN US2942681071 · United States · LEI 529900FFY8AAFJ21NE91

Fund shareholders
294
Of which ETFs
85 209 other funds
Value held
1.1B $ 249.3M SEK
Share of capital
53.9 % of 26.1M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
Avantis U.S. Equity ETF American Century ETF Trust 17,6101.4M $0.01 %0.07 %as of Feb 28, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 17,4511.3M $0.13 %0.07 %as of Mar 31, 2026 ↗
RBC SMID Cap Growth Fund RBC Funds Trust 17,3281.3M $1.18 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 17,3161.3M $0.07 %0.07 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 16,9001.4M $0.01 %0.06 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 15,9651.3M $0.52 %0.06 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 15,5001.3M $0.32 %0.06 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 15,4171.3M $0.00 %0.06 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 15,3251.2M $0.05 %0.06 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 15,2491.1M $0.32 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 14,9771.1M $0.00 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 14,7081.2M $0.00 %0.06 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 14,7001.1M $0.07 %0.06 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 14,5001.2M $0.10 %0.06 %as of Feb 28, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 14,2011.2M $0.20 %0.05 %as of Apr 30, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 13,7581M $0.16 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 13,6461.2M $0.00 %0.05 %as of Apr 30, 2026 ↗
Royce Small-Cap Value Fund ROYCE FUND 13,154989.8K $1.00 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 12,9461.1M $0.13 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 12,938973.6K $0.00 %0.05 %as of Mar 31, 2026 ↗
iShares Expanded Tech Sector ETF iShares Trust 12,938973.6K $0.01 %0.05 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 12,391932.4K $0.07 %0.05 %as of Mar 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 12,017969.3K $0.14 %0.05 %as of Feb 28, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 11,651876.7K $0.23 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 11,416966.8K $0.07 %0.04 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 11,321851.9K $0.13 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 10,697862.8K $0.07 %0.04 %as of Feb 28, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 10,000752.5K $0.13 %0.04 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 9,900745K $0.04 %0.04 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 9,873796.4K $0.09 %0.04 %as of Feb 28, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 9,817831.4K $0.13 %0.04 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 9,729823.9K $0.11 %0.04 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 9,677780.5K $0.01 %0.04 %as of Feb 28, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 9,674728K $0.24 %0.04 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,534807.4K $0.10 %0.04 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 9,236695K $0.03 %0.04 %as of Mar 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 9,203692.5K $0.13 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 9,175777K $0.03 %0.04 %as of Apr 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 8,945673.1K $0.13 %0.03 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,658733.2K $0.01 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 8,522721.7K $0.00 %0.03 %as of Apr 30, 2026 ↗
First Trust NASDAQ Technology Dividend Index Fund First Trust Exchange-Traded Fund VI 8,395631.7K $0.02 %0.03 %as of Mar 31, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 8,225618.9K $0.52 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 8,131611.9K $0.06 %0.03 %as of Mar 31, 2026 ↗
Small Cap Value Fund Northern Funds 7,976600.2K $0.10 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 7,840590K $0.06 %0.03 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 7,795660.2K $0.07 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 7,684578.2K $0.00 %0.03 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 7,451560.7K $0.13 %0.03 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,289617.3K $0.01 %0.03 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,258614.7K $0.10 %0.03 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 6,909585.1K $0.01 %0.03 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 6,820513.2K $0.07 %0.03 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 6,666501.6K $0.15 %0.03 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 6,6444.8M SEK0.02 %0.03 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 6,443484.8K $0.18 %0.02 %as of Mar 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 6,394481.1K $0.32 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 6,116460.2K $0.00 %0.02 %as of Mar 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 5,772488.8K $0.27 %0.02 %as of Apr 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 5,506444.1K $0.17 %0.02 %as of Feb 28, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 5,367403.9K $0.07 %0.02 %as of Mar 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 5,100411.4K $0.06 %0.02 %as of Feb 28, 2026 ↗
Perkins Discovery Fund World Funds Trust 5,000376.3K $6.49 %0.02 %as of Mar 31, 2026 ↗
AST Large-Cap Equity Portfolio Advanced Series Trust 4,800361.2K $0.02 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 4,795360.8K $0.07 %0.02 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 4,669376.6K $0.14 %0.02 %as of Feb 28, 2026 ↗
JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS 4,600346.2K $1.21 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,599346.1K $0.05 %0.02 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,276344.9K $0.03 %0.02 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 4,232341.4K $0.15 %0.02 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 4,230358.2K $0.04 %0.02 %as of Apr 30, 2026 ↗
PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 4,200355.7K $0.04 %0.02 %as of Apr 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 4,200316.1K $0.05 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 4,109348K $0.03 %0.02 %as of Apr 30, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 4,022340.6K $0.62 %0.02 %as of Apr 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 3,982299.6K $0.07 %0.02 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,946334.2K $0.08 %0.02 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,686277.4K $0.07 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,675311.2K $0.01 %0.01 %as of Apr 30, 2026 ↗
Pacer Data and Digital Revolution ETF Pacer Funds Trust 3,499296.3K $0.05 %0.01 %as of Apr 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 3,443277.7K $0.04 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,279246.7K $0.02 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,259245.2K $0.07 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 3,246274.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,179239.2K $0.07 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 2,992225.1K $0.13 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,955250.3K $0.03 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,903218.5K $0.07 %0.01 %as of Mar 31, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 2,900218.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,846241K $0.07 %0.01 %as of Apr 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 2,718219.2K $0.04 %0.01 %as of Feb 28, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 2,712204.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,645199K $0.11 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 2,564217.1K $0.03 %0.01 %as of Apr 30, 2026 ↗
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 2,503188.4K $0.33 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,428182.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,392192.9K $0.16 %0.01 %as of Feb 28, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,389179.8K $0.15 %0.01 %as of Mar 31, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 2,313174.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 2,286172K $0.14 %0.01 %as of Mar 31, 2026 ↗

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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.

FundWeight in fund
Perkins Discovery Fund World Funds Trust 6.49 %as of Mar 31, 2026 ↗
Swedbank Robur Small Cap USA Swedbank Robur Fonder AB 3.84 %as of Mar 31, 2026 ↗
AMG River Road Small Cap Value Fund AMG Funds IV 3.02 %as of Apr 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust 2.43 %as of Mar 31, 2026 ↗
AMG River Road Small-Mid Cap Value Fund AMG Funds IV 2.18 %as of Apr 30, 2026 ↗
Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. 2.12 %as of Apr 30, 2026 ↗
Rockefeller US Small Cap Core Fund Trust for Professional Managers 1.83 %as of Feb 28, 2026 ↗
Sterling Capital Small Cap Value Fund Sterling Capital Funds 1.77 %as of Mar 31, 2026 ↗
Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds 1.68 %as of Apr 30, 2026 ↗
FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III 1.58 %as of Feb 28, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
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 25 largest follow.

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

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Capital Management 5.15 %1,359,313as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

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