Funds holding FORIAN INC
ISIN US34630N1063 · United States
- Fund holders
- 11
- Of which ETFs
- 3 8 other funds
- Value held
- 1.7M $
- Share of capital
- 2.7 % of 31.2M shares on Mar 25, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 496,900 | 1M $ | 0.00 % | 1.59 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 157,471 | 326K $ | 0.00 % | 0.50 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 81,021 | 170.1K $ | 0.00 % | 0.26 % | as of Feb 28, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 26,910 | 55.7K $ | 0.00 % | 0.09 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 22,149 | 46.5K $ | 0.07 % | as of Feb 28, 2026 ↗ | |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 20,024 | 42.1K $ | 0.06 % | as of Feb 28, 2026 ↗ | |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 18,658 | 39.2K $ | 0.00 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 10,306 | 22.3K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 6,611 | 14.3K $ | 0.02 % | as of Apr 30, 2026 ↗ | |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,942 | 4K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 42 | 90.7 $ | 0.00 % | 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| iShares Micro-Cap ETF iShares Trust | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 11 | -2 | 842,034 | -1.5 % |
| 2026Q1 | 13 | -1 | 854,496 | -1.4 % |
| 2025Q4 | 14 | -1 | 866,718 | -10.3 % |
| 2025Q3 | 15 | +1 | 965,898 | -1.2 % |
| 2025Q2 | 14 | +1 | 977,144 | -0.4 % |
| 2025Q1 | 13 | 0 | 981,193 | -0.5 % |
| 2024Q4 | 13 | +1 | 985,890 | +1.7 % |
| 2024Q3 | 12 | 0 | 969,297 | -0.1 % |
| 2024Q2 | 12 | 0 | 970,682 | -0.3 % |
| 2024Q1 | 12 | +1 | 974,055 | -0.0 % |
| 2023Q4 | 11 | 974,116 |
Institutional managers
28 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| STALEY CAPITAL ADVISERS INC | 1,099,600 | 2.3M $ | as of Mar 31, 2026 |
| Elser Financial Planning, Inc | 402,972 | 834.2K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 193,235 | 400.1K $ | as of Mar 31, 2026 |
| OpenArc Corporate Advisory, LLC | 81,437 | 168.6K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 69,728 | 144.3K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 53,858 | 111.5K $ | as of Mar 31, 2026 |
| Aufman Associates Inc | 52,657 | 109K $ | as of Mar 31, 2026 |
| Caprock Group, LLC | 48,386 | 100.2K $ | as of Mar 31, 2026 |
| Diversified Investment Strategies, LLC | 48,000 | 99.4K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 43,153 | 89.3K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 41,300 | 85.5K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 34,534 | 71.5K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 32,659 | 67.6K $ | as of Mar 31, 2026 |
| Portland Global Advisors LLC | 25,000 | 51.8K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 19,468 | 40.3K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 18,602 | 38.5K $ | as of Mar 31, 2026 |
| American Capital Advisory, LLC | 15,000 | 31.1K $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 2,286 | 5K $ | as of Mar 31, 2026 |
| UBS Group AG | 1,015 | 2.1K $ | as of Mar 31, 2026 |
| GROUP ONE TRADING LLC | 500 | 1K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 365 | 756 $ | as of Mar 31, 2026 |
| SBI Securities Co., Ltd. | 100 | 207 $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 22 | 46 $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 4 | 8 $ | as of Mar 31, 2026 |
| NATIONAL BANK OF CANADA /FI/ | 2 | 4 $ | as of Mar 31, 2026 |
Declared shareholders of FORIAN 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 | |
|---|---|---|---|
| 2025 Acquisition Company, LLC and 37 others | 70.50 % | 21,991,929 | as of Apr 15, 2026 · SCHEDULE 13D |
| Max C. Wygod and 3 others | 70.50 % | 21,991,929 | as of Apr 15, 2026 · SCHEDULE 13D |
Cite this page
Titelia. "Funds holding FORIAN INC". https://titelia.com/en/stocks/forian-inc-US34630N1063