Titelia

Fund shareholders of EVI Industries Inc

ISIN US26929N1028 · United States · LEI 549300RU296J63VW0297

Fund shareholders
100
Of which ETFs
15 85 other funds
Value held
≈ 31.9M $ 24.2M $ · 73.5M SEK
Share of capital
15.4 % of 13M shares on Oct 16, 2026
FundSharesValueWeight in fundShare of capital
Swedbank Robur Small Cap USA Swedbank Robur Fonder AB 375,00073.5M SEK1.16 %2.89 %as of Mar 31, 2026 ↗
CONESTOGA SMID CAP FUND Conestoga Funds 266,2473.9M $0.82 %2.05 %as of Jun 30, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 219,4733.2M $0.15 %1.69 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 183,8332.7M $0.00 %1.42 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 144,4542.1M $0.00 %1.11 %as of Jun 30, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 126,9591.9M $0.44 %0.98 %as of Jun 30, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 79,9531.1M $0.08 %0.62 %as of Jul 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 58,763826.8K $0.00 %0.45 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 57,773853.9K $0.00 %0.45 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 52,246772.2K $0.01 %0.40 %as of Jun 30, 2026 ↗
North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II 46,000803.2K $0.44 %0.35 %as of May 31, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 41,662615.8K $0.44 %0.32 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 36,137508.4K $0.01 %0.28 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 34,904609.4K $0.00 %0.27 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 27,427478.9K $0.00 %0.21 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 18,517260.5K $0.00 %0.14 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 18,113267.7K $0.02 %0.14 %as of Jun 30, 2026 ↗
North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 16,000279.4K $0.82 %0.12 %as of May 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 12,415174.7K $0.00 %0.10 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 10,433146.8K $0.02 %0.08 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 10,411146.5K $0.00 %0.08 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 9,774170.7K $0.00 %0.08 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 9,494140.3K $0.00 %0.07 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 8,767123.4K $0.00 %0.07 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 7,898137.9K $0.00 %0.06 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 7,586112.1K $0.01 %0.06 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 7,394109.3K $0.02 %0.06 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 6,78195.4K $0.00 %0.05 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,41890.3K $0.00 %0.05 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 6,22091.9K $0.00 %0.05 %as of Jun 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 5,60082.8K $0.06 %0.04 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,27992.2K $0.01 %0.04 %as of May 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,25977.7K $0.00 %0.04 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 3,84656.8K $0.00 %0.03 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 3,83053.9K $0.00 %0.03 %as of Jul 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 3,77855.8K $0.05 %0.03 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,60053.2K $0.00 %0.03 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 3,43860K $0.01 %0.03 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 3,38850.1K $0.00 %0.03 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 3,20055.9K $0.00 %0.02 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2,95343.6K $0.01 %0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 2,91641K $0.00 %0.02 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 2,87542.5K $0.00 %0.02 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 2,76538.9K $0.00 %0.02 %as of Jul 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 2,55335.9K $0.00 %0.02 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 2,44034.3K $0.00 %0.02 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 2,40035.5K $0.00 %0.02 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,24431.6K $0.00 %0.02 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 1,83127.1K $0.00 %0.01 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 1,78026.3K $0.00 %0.01 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 1,66924.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,53121.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 1,53022.6K $0.00 %0.01 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 1,48021.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 1,47021.7K $0.00 %0.01 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,29218.2K $0.01 %as of Jul 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 1,26118.6K $0.00 %0.01 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,17917.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,06515.7K $0.00 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 89413.2K $0.00 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 81212K $0.00 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 71910.1K $0.00 %0.01 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 71510.1K $0.00 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 6899.7K $0.00 %0.01 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 6328.9K $0.00 %0.00 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 6258.8K $0.00 %0.00 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 6209.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 6008.4K $0.04 %0.00 %as of Jul 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 5508.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5467.7K $0.00 %0.00 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 5067.1K $0.00 %0.00 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4666.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 4496.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 4426.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 4196.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 3925.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3876.8K $0.00 %0.00 %as of May 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 3425.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 3225.6K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2554.5K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2514.4K $0.00 %0.00 %as of May 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2474.3K $0.00 %0.00 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2093.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 2003K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1261.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1231.7K $0.00 %0.00 %as of Jul 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1172K $0.00 %0.00 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1001.4K $0.00 %as of Jul 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 69970.8 $0.00 %0.00 %as of Jul 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 34478.4 $0.00 %0.00 %as of Jul 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 29428.6 $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 22325.2 $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 14206.9 $0.00 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 13192.1 $0.00 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 8118.2 $0.00 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 8112.6 $0.00 %as of Jul 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 6104.8 $0.00 %0.00 %as of May 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 570.4 $0.00 %0.00 %as of Jul 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 456.3 $0.00 %as of Jul 31, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 229.6 $0.00 %0.00 %as of Jun 30, 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 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 1.16 %as of Mar 31, 2026 ↗
CONESTOGA SMID CAP FUND Conestoga Funds 0.82 %as of Jun 30, 2026 ↗
North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 0.82 %as of May 31, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 0.44 %as of Jun 30, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 0.44 %as of Jun 30, 2026 ↗
North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II 0.44 %as of May 31, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 0.15 %as of Jun 30, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 0.08 %as of Jul 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.06 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 0.05 %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.

QuarterShareholdersChangeSharesChange
2026Q399-21,623,473-11.1 %
2026Q2101+41,827,035+11.3 %
2026Q197+21,641,337-0.7 %
2025Q495+21,653,148-0.9 %
2025Q393-51,667,421+1.2 %
2025Q298+41,647,257+8.3 %
2025Q194+21,521,003+0.5 %
2024Q492-51,513,442-4.6 %
2024Q397-51,585,793+1.2 %
2024Q2102+41,567,178+2.4 %
2024Q198+11,530,179-3.1 %
2023Q4971,578,894

Institutional managers

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

ManagerSharesValue
ROYCE & ASSOCIATES LP889,89118.3M $as of Mar 31, 2026
Conestoga Capital Advisors, LLC701,87614.4M $as of Mar 31, 2026
BlackRock, Inc.387,7928M $as of Mar 31, 2026
Swedbank AB375,0007.7M $as of Mar 31, 2026
KING LUTHER CAPITAL MANAGEMENT CORP225,0004.6M $as of Mar 31, 2026
Empire Life Investments Inc.158,4073.4M $as of Mar 31, 2026
FIFTH THIRD BANCORP150,7103.1M $as of Mar 31, 2026
FMR LLC143,5333M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC142,6172.9M $as of Mar 31, 2026
CAPTRUST FINANCIAL ADVISORS130,2092.7M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC127,9352.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP111,7502.3M $as of Mar 31, 2026
STATE STREET CORP92,4621.9M $as of Mar 31, 2026
SEI INVESTMENTS CO66,0961.4M $as of Mar 31, 2026
North Star Investment Management Corp.62,0001.3M $as of Mar 31, 2026
NORTHERN TRUST CORP52,3091.1M $as of Mar 31, 2026
Pathstone Holdings, LLC45,883944.3K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC42,353871.6K $as of Mar 31, 2026
Aristides Capital LLC41,872861.7K $as of Mar 31, 2026
HERITAGE INVESTORS MANAGEMENT CORP24,178498 $as of Mar 31, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,759468.4K $as of Mar 31, 2026
Bank of New York Mellon Corp19,402399.3K $as of Mar 31, 2026
BHK Investment Advisors, LLC18,500380.7K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC17,758365.5K $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC16,297335.4K $as of Mar 31, 2026

Declared shareholders of EVI Industries Inc

There is 1 beneficial ownership filing. 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
ROYCE & ASSOCIATES LP 5.47 %703,990as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of EVI Industries Inc". https://titelia.com/en/stocks/evi-industries-inc-US26929N1028