Titelia

Fund shareholders of EquipmentShare.com Inc

ISIN US29445S1006 · United States · LEI 254900PWJK48CGPKPI80

Fund shareholders
86
Of which ETFs
7 79 other funds
Value held
374.9M $
Share of capital
22.6 % of 79M shares on Dec 31, 2025
FundSharesValueWeight in fundShare of capital
T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. 3,000,03161.1M $0.41 %3.80 %as of Mar 31, 2026
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 2,080,79242.4M $0.05 %2.63 %as of Mar 31, 2026
Small Cap Value Fund American Century Capital Portfolios, Inc. 1,630,00033.2M $1.05 %2.06 %as of Mar 31, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,009,26820.6M $0.00 %1.28 %as of Mar 31, 2026
Federated Hermes Kaufmann Fund Federated Hermes Equity Funds 1,006,50021.1M $0.45 %1.27 %as of Apr 30, 2026
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 805,99916.9M $0.08 %1.02 %as of Apr 30, 2026
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 742,43615.1M $0.01 %0.94 %as of Mar 31, 2026
Calvert Small Cap Fund Calvert Impact Fund, Inc. 673,64213.7M $0.90 %0.85 %as of Mar 31, 2026
Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds 640,00013.4M $0.47 %0.81 %as of Apr 30, 2026
JPMorgan Large Cap Value Fund JPMorgan Trust II 600,82512.2M $0.25 %0.76 %as of Mar 31, 2026
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 417,2698.5M $0.02 %0.53 %as of Mar 31, 2026
ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS 383,7218.1M $0.24 %0.49 %as of Apr 30, 2026
JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust 360,6327.3M $0.12 %0.46 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 338,6356.9M $0.08 %0.43 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 333,0976.8M $0.01 %0.42 %as of Mar 31, 2026
ALGER CAPITAL APPRECIATION FUND ALGER FUNDS 282,0795.9M $0.22 %0.36 %as of Apr 30, 2026
Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust 244,1007.1M $0.01 %0.31 %as of Feb 28, 2026
Mid Value Fund John Hancock Funds II 194,3515.6M $0.43 %0.25 %as of Feb 28, 2026
Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I 160,9853.3M $0.14 %0.20 %as of Mar 31, 2026
EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust 146,4633M $0.24 %0.19 %as of Mar 31, 2026
Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 137,8422.9M $1.11 %0.17 %as of Apr 30, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 130,0922.6M $0.14 %0.16 %as of Mar 31, 2026
Mid Cap Growth Fund John Hancock Investment Trust 128,1182.6M $0.23 %0.16 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 125,6843.6M $0.02 %0.16 %as of Feb 28, 2026
Mid Value Trust John Hancock Variable Insurance Trust 124,6082.5M $0.40 %0.16 %as of Mar 31, 2026
Alger Capital Appreciation Portfolio ALGER PORTFOLIOS 119,2582.4M $0.37 %0.15 %as of Mar 31, 2026
TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio 114,9192.4M $1.32 %0.15 %as of Apr 30, 2026
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 92,1471.9M $0.05 %0.12 %as of Apr 30, 2026
ALGER MID CAP GROWTH FUND ALGER FUNDS 91,8631.9M $0.69 %0.12 %as of Apr 30, 2026
Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 88,9571.9M $1.10 %0.11 %as of Apr 30, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 85,6002.5M $0.00 %0.11 %as of Feb 28, 2026
Calvert Small/Mid-Cap Fund Calvert Management Series 77,7521.6M $0.81 %0.10 %as of Mar 31, 2026
SMALL CAP EQUITY FUND GuideStone Funds 77,6311.6M $0.19 %0.10 %as of Mar 31, 2026
Mid Cap Growth Trust John Hancock Variable Insurance Trust 72,1861.5M $0.23 %0.09 %as of Mar 31, 2026
AST Large-Cap Value Portfolio Advanced Series Trust 70,3011.4M $0.04 %0.09 %as of Mar 31, 2026
DWS Large Cap Focus Growth Fund DEUTSCHE DWS INVESTMENT TRUST 70,0001.5M $0.38 %0.09 %as of Apr 30, 2026
Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust 69,7002M $0.01 %0.09 %as of Feb 28, 2026
Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust 61,6001.8M $0.01 %0.08 %as of Feb 28, 2026
LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 60,7571.2M $0.33 %0.08 %as of Mar 31, 2026
Column Small Cap Select Fund Trust for Professional Managers 57,0791.7M $0.10 %0.07 %as of Feb 28, 2026
Small Cap Dividend Fund American Century Capital Portfolios, Inc. 52,4271.1M $1.07 %0.07 %as of Mar 31, 2026
Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust 51,4081M $0.84 %0.07 %as of Mar 31, 2026
BlackRock Event Driven Equity Fund BlackRock Large Cap Series Funds, Inc. 50,8321.5M $0.03 %0.06 %as of Feb 27, 2026
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 50,1421.5M $0.02 %0.06 %as of Feb 28, 2026
Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II 46,873954.8K $0.08 %0.06 %as of Mar 31, 2026
JPMorgan Global Allocation Fund JPMorgan Trust I 43,718917.9K $0.03 %0.06 %as of Apr 30, 2026
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 43,327882.6K $0.33 %0.05 %as of Mar 31, 2026
Mid Cap Value Fund VALIC Co I 43,0781.3M $0.19 %0.05 %as of Feb 28, 2026
Alger Mid Cap Growth Portfolio ALGER PORTFOLIOS 39,873812.2K $0.58 %0.05 %as of Mar 31, 2026
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 39,760809.9K $0.02 %0.05 %as of Mar 31, 2026
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 35,674726.7K $0.05 %0.05 %as of Mar 31, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 35,187716.8K $0.00 %0.04 %as of Mar 31, 2026
AMG TimesSquare Small Cap Growth Fund AMG Funds 30,507621.4K $0.66 %0.04 %as of Mar 31, 2026
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 27,875567.8K $1.07 %0.04 %as of Mar 31, 2026
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 27,558799.7K $0.11 %0.03 %as of Feb 28, 2026
T. Rowe Price Global Industrials Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. 24,007489K $0.32 %0.03 %as of Mar 31, 2026
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 20,100409.4K $0.06 %0.03 %as of Mar 31, 2026
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 19,585411.2K $0.12 %0.02 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 19,333393.8K $0.00 %0.02 %as of Mar 31, 2026
American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund 19,200557.2K $0.14 %0.02 %as of Feb 28, 2026
Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series 19,146390K $0.41 %0.02 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 19,000398.9K $0.00 %0.02 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 18,186370.4K $0.00 %0.02 %as of Mar 31, 2026
ALGER MID CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS 17,957377K $0.69 %0.02 %as of Apr 30, 2026
Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC 16,979345.9K $1.06 %0.02 %as of Mar 31, 2026
Renaissance IPO ETF RENAISSANCE CAPITAL GREENWICH FUNDS 14,840302.3K $0.25 %0.02 %as of Mar 31, 2026
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 14,500295.4K $0.06 %0.02 %as of Mar 31, 2026
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 12,713259K $0.14 %0.02 %as of Mar 31, 2026
Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust 10,477213.4K $0.08 %0.01 %as of Mar 31, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,176166.5K $0.02 %0.01 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 7,991231.9K $0.00 %0.01 %as of Feb 28, 2026
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 7,600159.6K $0.05 %0.01 %as of Apr 30, 2026
Lazard Global Small Cap Equity Portfolio LAZARD FUNDS INC 6,952141.6K $1.05 %0.01 %as of Mar 31, 2026
JNL/JPMorgan Global Allocation Fund JNL Series Trust 5,697116K $0.01 %0.01 %as of Mar 31, 2026
SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST 5,332108.6K $0.08 %0.01 %as of Mar 31, 2026
U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES 5,216106.2K $0.11 %0.01 %as of Mar 31, 2026
Lazard Retirement US Small Cap Equity Select Portfolio LAZARD RETIREMENT SERIES INC 4,67895.3K $1.08 %0.01 %as of Mar 31, 2026
Calvert Global Small-Cap Equity Fund Calvert Management Series 4,17485K $0.52 %0.01 %as of Mar 31, 2026
First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII 3,823110.9K $0.24 %0.00 %as of Feb 28, 2026
RiverPark/Next Century Growth Fund RiverPark Funds Trust 2,90459.2K $0.71 %0.00 %as of Mar 31, 2026
The Gabelli Asset Fund Gabelli Asset Fund 2,90059.1K $0.00 %0.00 %as of Mar 31, 2026
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 2,51852.9K $0.01 %0.00 %as of Apr 30, 2026
Harbor Active Small Cap ETF Harbor ETF Trust 2,16245.4K $0.33 %0.00 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 77322.4K $0.00 %0.00 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 2517.3K $0.00 %0.00 %as of Feb 28, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1524.4K $0.00 %0.00 %as of Feb 28, 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
TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio 1.32 %as of Apr 30, 2026
Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 1.11 %as of Apr 30, 2026
Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 1.10 %as of Apr 30, 2026
Lazard Retirement US Small Cap Equity Select Portfolio LAZARD RETIREMENT SERIES INC 1.08 %as of Mar 31, 2026
Small Cap Dividend Fund American Century Capital Portfolios, Inc. 1.07 %as of Mar 31, 2026
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 1.07 %as of Mar 31, 2026
Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC 1.06 %as of Mar 31, 2026
Lazard Global Small Cap Equity Portfolio LAZARD FUNDS INC 1.05 %as of Mar 31, 2026
Small Cap Value Fund American Century Capital Portfolios, Inc. 1.05 %as of Mar 31, 2026
Calvert Small Cap Fund Calvert Impact Fund, Inc. 0.90 %as of Mar 31, 2026

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q286+6717,842,480+393.4 %
2026Q1193,616,326

Institutional managers

129 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
Anchorage Capital Group, L.L.C.17,770,560362M $as of Mar 31, 2026
Insight Holdings Group, LLC13,526,731275.5M $as of Mar 31, 2026
BDT CAPITAL PARTNERS, LLC10,548,937214.9M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/5,425,479110.5K $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP5,318,853108.3M $as of Mar 31, 2026
TIGER GLOBAL MANAGEMENT LLC4,579,64693.3M $as of Mar 31, 2026
Anchorage Capital Advisors, L.P.3,414,65569.6M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC2,910,10759.3M $as of Mar 31, 2026
FRED ALGER MANAGEMENT, LLC2,466,23850.2M $as of Mar 31, 2026
Capital World Investors2,105,20842.9M $as of Mar 31, 2026
CITADEL ADVISORS LLC1,956,15939.8M $as of Mar 31, 2026
FEDERATED HERMES, INC.1,549,17631.6M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,393,42626.9M $as of Mar 31, 2026
BlackRock, Inc.1,384,50928.2M $as of Mar 31, 2026
MORGAN STANLEY1,232,47625.1M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC1,029,64121M $as of Mar 31, 2026
VIKING GLOBAL INVESTORS LP1,000,00020.4M $as of Mar 31, 2026
Liberty Street Advisors, Inc.975,29419.9M $as of Mar 31, 2026
UBS Group AG960,08119.6M $as of Mar 31, 2026
Clearbridge Investments, LLC807,19016.4M $as of Mar 31, 2026
Hill City Capital, LP750,00015.3M $as of Mar 31, 2026
FMR LLC700,10014.3M $as of Mar 31, 2026
TimesSquare Capital Management, LLC590,55512M $as of Mar 31, 2026
Holocene Advisors, LP588,45012M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC512,07410.4M $as of Mar 31, 2026

Declared shareholders of EquipmentShare.com Inc

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

ShareholderDeclared stakeShares
Romulus Capital III L.P. and 10 others24.30 %55,489,664as of Mar 31, 2026 · SCHEDULE 13G
Jabbok Schlacks and 1 other14.90 %34,828,852as of Jun 15, 2026 · SCHEDULE 13D
Anchorage Capital Group, L.L.C. and 2 others8.30 %17,770,560as of Mar 31, 2026 · SCHEDULE 13G
Insight Venture Partners IX, L.P. and 6 others6.30 %13,526,731as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of EquipmentShare.com Inc

178 funds declare 310 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
American High Income Trust3124.2M $as of Mar 31, 2026
Income Fund of America386.4M $as of Apr 30, 2026
LORD ABBETT BOND DEBENTURE FUND INC276.1M $as of Mar 31, 2026
American Funds Multi-Sector Income Fund370.8M $as of Mar 31, 2026
iShares Broad USD High Yield Corporate Bond ETF342.8M $as of Apr 30, 2026
Lord Abbett Short Duration High Yield Fund136.6M $as of Apr 30, 2026
Lord Abbett Short Duration Income Fund135.1M $as of Feb 28, 2026
iShares iBoxx $ High Yield Corporate Bond ETF332.5M $as of Feb 28, 2026
Capital Income Builder231.5M $as of Apr 30, 2026
High Yield Fund227.1M $as of Apr 30, 2026
JPMorgan High Yield Fund323.8M $as of Feb 28, 2026
Franklin High Income Fund223M $as of Mar 31, 2026
American Funds Strategic Bond Fund321.4M $as of Mar 31, 2026
Aristotle Strategic Income Fund219.4M $as of Mar 31, 2026
Capital Group U.S. Multi-Sector Income ETF318.1M $as of Mar 31, 2026
First Trust Tactical High Yield ETF317.7M $as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF215.9M $as of Mar 31, 2026
Lord Abbett High Yield Fund215M $as of Feb 28, 2026
JPMorgan Income Fund214.2M $as of Feb 28, 2026
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF213.5M $as of Mar 31, 2026
Virtus Income & Growth Fund110.9M $as of Mar 31, 2026
JPMorgan Active High Yield ETF210.2M $as of Feb 28, 2026
High Yield Fixed Income Fund29.9M $as of Mar 31, 2026
iShares 0-5 Year High Yield Corporate Bond ETF19.7M $as of Apr 30, 2026
JPMorgan Income Builder Fund38.7M $as of Apr 30, 2026
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Titelia. "Fund shareholders of EquipmentShare.com Inc". https://titelia.com/en/stocks/equipmentshare-com-inc-US29445S1006