Fund shareholders of Forgent Power Solutions Inc
ISIN US34631F1021 · United States · LEI 529900VOEJB5GLOFQR48
- Fund shareholders
- 252
- Of which ETFs
- 47 205 other funds
- Value held
- 3B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 72,629 | 4.1M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 69,481 | 3.9M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 68,484 | 2.3M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Renaissance IPO ETF RENAISSANCE CAPITAL GREENWICH FUNDS | 65,171 | 3.6M $ | 2.00 % | as of Jun 30, 2026 ↗ |
| William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS | 62,884 | 3.5M $ | 1.31 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 62,383 | 2.1M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 61,774 | 3.5M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2500 ETF iShares Trust | 61,468 | 3.4M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Franklin Natural Resources Fund Franklin Strategic Series | 60,300 | 2M $ | 0.40 % | as of Jul 31, 2026 ↗ |
| CONESTOGA SMID CAP FUND Conestoga Funds | 58,500 | 3.3M $ | 0.68 % | as of Jun 30, 2026 ↗ |
| DWS Large Cap Focus Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 56,577 | 1.9M $ | 0.48 % | as of Jul 31, 2026 ↗ |
| Global Equity Fund RUSSELL INVESTMENT CO | 53,222 | 1.8M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Column Small Cap Select Fund Trust for Professional Managers | 53,207 | 2.9M $ | 0.15 % | as of May 31, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 53,000 | 3M $ | 0.66 % | as of Jun 30, 2026 ↗ |
| Franklin Small-Mid Cap Growth VIP Fund Franklin Templeton Variable Insurance Products Trust | 52,679 | 2.9M $ | 0.70 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 50,810 | 2.8M $ | 0.01 % | as of May 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 48,550 | 2.7M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds | 47,640 | 1.6M $ | 0.25 % | as of Jul 31, 2026 ↗ |
| ALGER MID CAP GROWTH FUND ALGER FUNDS | 47,357 | 1.6M $ | 0.54 % | as of Jul 31, 2026 ↗ |
| SmallCap Account Principal Variable Contract Funds, Inc | 45,400 | 2.5M $ | 1.28 % | as of Jun 30, 2026 ↗ |
| Baron Technology ETF Baron ETF Trust | 45,393 | 2.5M $ | 1.24 % | as of Jun 30, 2026 ↗ |
| State Street(R) Galaxy Hedged Digital Asset Ecosystem ETF SSGA Active Trust | 44,206 | 1.5M $ | 1.80 % | as of Jul 31, 2026 ↗ |
| Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 42,579 | 1.4M $ | 0.87 % | as of Jul 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 42,200 | 2.4M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 41,946 | 2.3M $ | 1.32 % | as of Jun 30, 2026 ↗ |
| VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 41,120 | 2.3M $ | 1.06 % | as of Jun 30, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 39,978 | 1.3M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 39,490 | 2.2M $ | 0.20 % | as of May 31, 2026 ↗ |
| iShares U.S. Industrials ETF iShares Trust | 38,469 | 1.3M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 38,145 | 2.1M $ | 0.26 % | as of May 31, 2026 ↗ |
| Alger Mid Cap 40 ETF Alger ETF Trust | 36,965 | 2.1M $ | 1.34 % | as of Jun 30, 2026 ↗ |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 34,414 | 1.9M $ | 0.61 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 34,274 | 1.9M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 33,893 | 1.9M $ | 0.60 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 33,652 | 1.1M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| ALGER MID CAP FOCUS FUND ALGER FUNDS | 31,607 | 1.1M $ | 0.32 % | as of Jul 31, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 30,410 | 1M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 29,743 | 989.5K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 28,631 | 1.6M $ | 0.00 % | as of May 31, 2026 ↗ |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 28,607 | 1.6M $ | 0.50 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 28,535 | 949.4K $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Janus Henderson Transformational Growth ETF Janus Detroit Street Trust | 28,170 | 937.2K $ | 3.51 % | as of Jul 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 24,745 | 1.4M $ | 0.18 % | as of May 31, 2026 ↗ |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 24,286 | 808K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| TCW Durable Growth ETF TCW ETF Trust | 24,174 | 804.3K $ | 1.24 % | as of Jul 31, 2026 ↗ |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 22,300 | 1.2M $ | 0.05 % | as of May 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 21,500 | 1.2M $ | 0.16 % | as of May 31, 2026 ↗ |
| Alger Mid Cap Growth Portfolio ALGER PORTFOLIOS | 20,323 | 1.1M $ | 0.68 % | as of Jun 30, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 19,454 | 1.1M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Franklin Intelligent Machines ETF Franklin Templeton ETF Trust | 19,034 | 1.1M $ | 0.90 % | as of Jun 30, 2026 ↗ |
| Victory Small Cap Stock Fund Victory Portfolios III | 18,651 | 620.5K $ | 0.06 % | as of Jul 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 18,513 | 1M $ | 0.33 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 18,159 | 1M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Columbia Variable Portfolio - Seligman Global Technology Fund Columbia Funds Variable Series Trust II | 18,040 | 1M $ | 0.17 % | as of Jun 30, 2026 ↗ |
| WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST | 17,946 | 1M $ | 1.77 % | as of Jun 30, 2026 ↗ |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 17,526 | 979K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 17,265 | 943.7K $ | 0.01 % | as of May 31, 2026 ↗ |
| YORKTOWN GROWTH FUND American Pension Investors Trust | 17,200 | 572.2K $ | 0.47 % | as of Jul 31, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 16,675 | 911.5K $ | 0.47 % | as of May 31, 2026 ↗ |
| Victory Pioneer Select Mid Cap Growth VCT Portfolio Victory Variable Insurance Funds II | 16,082 | 898.3K $ | 0.75 % | as of Jun 30, 2026 ↗ |
| Baron SMID Cap ETF Baron ETF Trust | 16,019 | 894.8K $ | 2.70 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 15,201 | 849.1K $ | 0.86 % | as of Jun 30, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 14,600 | 815.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 14,422 | 788.3K $ | 0.10 % | as of May 31, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 14,345 | 801.3K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 13,403 | 732.6K $ | 0.05 % | as of May 31, 2026 ↗ |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 13,116 | 436.4K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Janus Henderson Global Sustainable Equity Fund Janus Investment Fund | 12,761 | 712.8K $ | 0.64 % | as of Jun 30, 2026 ↗ |
| Alger AI Enablers & Adopters Fund ALGER FUNDS | 12,547 | 417.4K $ | 1.59 % | as of Jul 31, 2026 ↗ |
| Driehaus Small/Mid Cap Growth Fund Driehaus Mutual Funds | 12,444 | 695.1K $ | 0.60 % | as of Jun 30, 2026 ↗ |
| TCW Transform Supply Chain ETF TCW ETF Trust | 12,127 | 403.5K $ | 3.38 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 12,087 | 402.1K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 12,066 | 674K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 11,809 | 659.7K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 11,329 | 632.8K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 11,300 | 631.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Dunham Small Cap Growth Fund Dunham Funds | 11,297 | 375.9K $ | 0.47 % | as of Jul 31, 2026 ↗ |
| State Street(R) Galaxy Digital Asset Ecosystem ETF SSGA Active Trust | 11,085 | 368.8K $ | 1.80 % | as of Jul 31, 2026 ↗ |
| Corgi High Voltage Grid Equipment ETF Corgi ETF Trust I | 10,800 | 603.3K $ | 4.95 % | as of Jun 30, 2026 ↗ |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 10,630 | 593.8K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Penn Series SMID Cap Growth Fund Penn Series Funds Inc | 10,368 | 579.2K $ | 0.74 % | as of Jun 30, 2026 ↗ |
| AB Small Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 10,315 | 576.2K $ | 1.00 % | as of Jun 30, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 10,124 | 565.5K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 10,071 | 335.1K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Driehaus Global Fund Driehaus Mutual Funds | 10,011 | 559.2K $ | 0.62 % | as of Jun 30, 2026 ↗ |
| JNL/Mellon Industrials Sector Fund JNL Series Trust | 9,780 | 546.3K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 9,665 | 539.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| ALGER MID CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS | 9,048 | 301K $ | 0.54 % | as of Jul 31, 2026 ↗ |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 8,603 | 480.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| State Street(R) Galaxy Transformative Tech Accelerators ETF SSGA Active Trust | 8,587 | 285.7K $ | 1.79 % | as of Jul 31, 2026 ↗ |
| Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC | 8,508 | 475.3K $ | 1.25 % | as of Jun 30, 2026 ↗ |
| AAM Transformers ETF ETF Series Solutions | 8,217 | 273.4K $ | 0.11 % | as of Jul 31, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 8,205 | 273K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 8,131 | 270.5K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Franklin DynaTech VIP Fund Franklin Templeton Variable Insurance Products Trust | 8,073 | 451K $ | 0.22 % | as of Jun 30, 2026 ↗ |
| Global Small Cap Fund American Century World Mutual Funds, Inc. | 7,713 | 421.6K $ | 0.65 % | as of May 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 7,300 | 407.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 7,287 | 407.1K $ | 0.38 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Mid Cap Growth Alpha ETF Janus Detroit Street Trust | 6,615 | 220.1K $ | 0.93 % | as of Jul 31, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 6,602 | 368.8K $ | 0.05 % | as of Jun 30, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| Corgi High Voltage Grid Equipment ETF Corgi ETF Trust I | 4.95 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Transformational Growth ETF Janus Detroit Street Trust | 3.51 % | as of Jul 31, 2026 ↗ |
| TCW Transform Supply Chain ETF TCW ETF Trust | 3.38 % | as of Jul 31, 2026 ↗ |
| Janus Henderson Contrarian Fund Janus Investment Fund | 3.31 % | as of Jun 30, 2026 ↗ |
| Defiance Retail Kings ETF ETF Series Solutions | 3.11 % | as of Jun 30, 2026 ↗ |
| BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 3.05 % | as of Jun 30, 2026 ↗ |
| Focused Growth Portfolio PACIFIC SELECT FUND | 2.88 % | as of Jun 30, 2026 ↗ |
| RiverPark/Next Century Growth Fund RiverPark Funds Trust | 2.72 % | as of Jun 30, 2026 ↗ |
| Baron SMID Cap ETF Baron ETF Trust | 2.70 % | as of Jun 30, 2026 ↗ |
| VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc | 2.34 % | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 252 | +107 | 60,417,195 | +48.0 % |
| 2026Q2 | 145 | 40,830,805 |
Institutional managers
207 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| FMR LLC | 8,546,834 | 250.2M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 7,769,612 | 227.4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 6,162,683 | 180.4M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 5,109,202 | 149.5M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 4,674,583 | 136.8M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 4,494,181 | 131.5M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 3,473,621 | 101.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 2,324,686 | 68M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 2,173,584 | 63.6M $ | as of Mar 31, 2026 |
| Granahan Investment Management, LLC | 2,071,084 | 60.6M $ | as of Mar 31, 2026 |
| Zimmer Partners, LP | 1,950,520 | 57.1M $ | as of Mar 31, 2026 |
| Encompass Capital Advisors LLC | 1,925,699 | 56.4M $ | as of Mar 31, 2026 |
| Ghisallo Capital Management LLC | 1,850,000 | 54.1M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 1,804,824 | 52.8M $ | as of Mar 31, 2026 |
| Burkehill Global Management, LP | 1,700,000 | 49.8M $ | as of Mar 31, 2026 |
| ExodusPoint Capital Management, LP | 1,627,490 | 47.6M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 1,570,524 | 46M $ | as of Mar 31, 2026 |
| Jain Global LLC | 1,531,469 | 44.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,499,680 | 41.9M $ | as of Mar 31, 2026 |
| Holocene Advisors, LP | 1,468,749 | 43M $ | as of Mar 31, 2026 |
| Davidson Kempner Capital Management LP | 1,395,147 | 40.8M $ | as of Mar 31, 2026 |
| Driehaus Capital Management LLC | 1,384,123 | 40.5M $ | as of Mar 31, 2026 |
| Goodlander Investment Management, LLC | 1,380,000 | 40.4M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 1,342,800 | 39.3M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 1,231,125 | 36M $ | as of Mar 31, 2026 |
Declared shareholders of Forgent Power Solutions 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Neos Partners, LP and 16 others | 51.50 % | 156,906,889 | as of Jun 30, 2026 · SCHEDULE 13G |
| Coatue Management, L.L.C. and 1 other | 7.50 % | 20,501,387 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Forgent Power Solutions Inc". https://titelia.com/en/stocks/forgent-power-solutions-inc-US34631F1021