Funds holding FONAR Corp
ISIN US3444374058 · United States
- Fund holders
- 42
- Of which ETFs
- 11 31 other funds
- Value held
- 14.2M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 254,162 | 4.7M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 71,404 | 1.3M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 57,625 | 1.1M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 51,370 | 955.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 45,220 | 856K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 36,530 | 691.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 35,798 | 677.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 30,991 | 576.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 26,425 | 500.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 19,532 | 369.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 18,958 | 358.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 13,836 | 256.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,310 | 252K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 12,147 | 225.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,430 | 216.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 10,241 | 193.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 8,872 | 165K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 5,907 | 109.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,446 | 82.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 VT GAMCO Mergers & Acquisitions Portfolio EQ Advisors Trust | 3,451 | 64.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 3,366 | 62.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 3,312 | 62.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 3,257 | 60.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 2,730 | 50.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Comstock Capital Value Fund Comstock Funds, Inc. | 1,500 | 27.8K $ | 0.27 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,392 | 26.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,044 | 19.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| The Gabelli ABC Fund Gabelli Investor Funds Inc | 1,000 | 18.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 945 | 17.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 938 | 17.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 811 | 15.1K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 776 | 14.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 694 | 13.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 685 | 12.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 601 | 11.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 558 | 10.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Enterprise Mergers and Acquisitions Fund Gabelli 787 Fund, Inc. | 500 | 9.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 475 | 8.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 463 | 8.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 163 | 3.1K $ | as of Apr 30, 2026 ↗ | |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 129 | 2.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 4 | 75.7 $ | as of Apr 30, 2026 ↗ |
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 | |
|---|---|---|
| Comstock Capital Value Fund Comstock Funds, Inc. | 0.27 % | as of Mar 31, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 0.05 % | as of Mar 31, 2026 ↗ |
| 1290 VT GAMCO Mergers & Acquisitions Portfolio EQ Advisors Trust | 0.04 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.02 % | as of Mar 31, 2026 ↗ |
| Enterprise Mergers and Acquisitions Fund Gabelli 787 Fund, Inc. | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 0.01 % | as of Apr 30, 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 | 42 | +4 | 756,998 | -4.2 % |
| 2026Q1 | 38 | -4 | 790,115 | -8.1 % |
| 2025Q4 | 42 | -1 | 859,776 | -5.8 % |
| 2025Q3 | 43 | -1 | 912,605 | -0.1 % |
| 2025Q2 | 44 | +1 | 913,138 | -0.6 % |
| 2025Q1 | 43 | +1 | 918,557 | +0.0 % |
| 2024Q4 | 42 | +2 | 918,512 | -0.3 % |
| 2024Q3 | 40 | -3 | 921,660 | -1.7 % |
| 2024Q2 | 43 | +1 | 937,178 | +0.4 % |
| 2024Q1 | 42 | 0 | 933,859 | -5.5 % |
| 2023Q4 | 42 | 988,158 |
Institutional managers
37 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | 497,482 | 9.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 315,471 | 5.9M $ | as of Mar 31, 2026 |
| FNY Investment Advisers, LLC | 252,806 | 4.7K $ | as of Mar 31, 2026 |
| Groupe la Francaise | 118,800 | 2.2M $ | as of Mar 31, 2026 |
| Peapod Lane Capital LLC | 113,662 | 2.1M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 91,443 | 1.7M $ | as of Mar 31, 2026 |
| GABELLI FUNDS LLC | 90,514 | 1.7M $ | as of Mar 31, 2026 |
| RBF Capital, LLC | 89,534 | 1.7M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 80,710 | 1.5M $ | as of Mar 31, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | 79,200 | 1.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 71,065 | 1.3M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 68,016 | 1.3M $ | as of Mar 31, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 53,950 | 1M $ | as of Mar 31, 2026 |
| Virtu Financial LLC | 49,426 | 917 $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 33,123 | 614.8K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 32,334 | 600.1K $ | as of Mar 31, 2026 |
| Lakewood Asset Management LLC | 19,057 | 353.7K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 18,224 | 338.2K $ | as of Mar 31, 2026 |
| PenderFund Capital Management Ltd. | 17,300 | 321.1K $ | as of Mar 31, 2026 |
| UBS Group AG | 13,067 | 242.5K $ | as of Mar 31, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | 12,575 | 233.4K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 3,760 | 69.8K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 2,987 | 55.4K $ | as of Mar 31, 2026 |
| LOM Asset Management Ltd | 2,800 | 52K $ | as of Mar 31, 2026 |
| FMR LLC | 2,275 | 42.2K $ | as of Mar 31, 2026 |
Declared shareholders of FONAR Corp
5 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Hilary L. Shane and 4 others | 11.60 % | 720,065 | as of May 7, 2026 · SCHEDULE 13G |
| Andrew Berger and 2 others | 7.10 % | 439,318 | as of Jun 1, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 6.04 % | 373,440 | as of Mar 31, 2026 · SCHEDULE 13G |
| Dimensional Fund Advisors LP | 5.10 % | 315,471 | as of Mar 31, 2026 · SCHEDULE 13G |
| Renaissance Technologies LLC and 1 other | 0.02 % | 1,116 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding FONAR Corp". https://titelia.com/en/stocks/fonar-corp-US3444374058