Fund shareholders of Friedman Industries Inc
ISIN US3584351056 · United States · LEI 549300VI5ADYNC8C3G47
- Fund shareholders
- 98
- Of which ETFs
- 18 80 other funds
- Value held
- 26.9M $
- Share of capital
- 19.6 % of 7.2M shares on Aug 6, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 204,984 | 3.6M $ | 0.00 % | 2.84 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 164,384 | 3.4M $ | 0.02 % | 2.28 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 145,532 | 2.6M $ | 0.00 % | 2.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 74,300 | 1.3M $ | 0.00 % | 1.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 66,192 | 1.4M $ | 0.00 % | 0.92 % | as of Apr 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 65,387 | 1.3M $ | 0.01 % | 0.91 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 62,791 | 1.3M $ | 0.01 % | 0.87 % | as of Apr 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 60,273 | 1.2M $ | 0.02 % | 0.84 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 55,862 | 989.9K $ | 0.01 % | 0.77 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 38,002 | 782.5K $ | 0.01 % | 0.53 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 35,595 | 662.4K $ | 0.00 % | 0.49 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 34,550 | 612.2K $ | 0.03 % | 0.48 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 33,276 | 619.3K $ | 0.00 % | 0.46 % | as of Feb 28, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 30,921 | 547.9K $ | 0.64 % | 0.43 % | as of Mar 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 28,998 | 597.1K $ | 0.01 % | 0.40 % | as of Apr 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 20,300 | 359.7K $ | 0.03 % | 0.28 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 20,184 | 415.6K $ | 0.00 % | 0.28 % | as of Apr 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 19,700 | 349.1K $ | 0.28 % | 0.27 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 17,023 | 301.6K $ | 0.02 % | 0.24 % | as of Mar 31, 2026 ↗ |
| AUER GROWTH Unified Series Trust | 17,000 | 316.4K $ | 0.44 % | 0.24 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 15,398 | 317K $ | 0.00 % | 0.21 % | as of Apr 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 14,251 | 293.4K $ | 0.00 % | 0.20 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 13,325 | 248K $ | 0.00 % | 0.18 % | as of Feb 28, 2026 ↗ |
| Pinnacle Value Fund BERTOLET CAPITAL TRUST | 12,712 | 225.3K $ | 0.62 % | 0.18 % | as of Mar 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 11,522 | 204.2K $ | 0.00 % | 0.16 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 10,108 | 208.1K $ | 0.00 % | 0.14 % | as of Apr 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,833 | 202.5K $ | 0.00 % | 0.14 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 9,791 | 182.2K $ | 0.00 % | 0.14 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,041 | 186.2K $ | 0.00 % | 0.13 % | as of Apr 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 8,614 | 177.4K $ | 0.00 % | 0.12 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 8,296 | 147K $ | 0.01 % | 0.12 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 8,254 | 146.3K $ | 0.02 % | 0.11 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 6,021 | 106.7K $ | 0.00 % | 0.08 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,300 | 93.9K $ | 0.00 % | 0.07 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 5,097 | 90.3K $ | 0.00 % | 0.07 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,867 | 90.6K $ | 0.01 % | 0.07 % | as of Feb 28, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,101 | 72.7K $ | 0.00 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 3,162 | 58.8K $ | 0.00 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 3,096 | 54.9K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 3,067 | 63.1K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 3,048 | 62.8K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,947 | 54.8K $ | 0.03 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 2,879 | 51K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 2,834 | 58.4K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,785 | 51.8K $ | 0.02 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,766 | 57K $ | 0.01 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 2,704 | 50.3K $ | 0.00 % | 0.04 % | as of Feb 28, 2026 ↗ |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,674 | 49.8K $ | 0.02 % | 0.04 % | as of Feb 28, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 2,300 | 40.8K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 1,970 | 34.9K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 1,800 | 31.9K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 1,519 | 26.9K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,511 | 26.8K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 1,505 | 26.7K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 1,479 | 30.5K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 1,376 | 24.4K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 1,351 | 23.9K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,305 | 23.1K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,092 | 19.4K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,022 | 18.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 990 | 17.5K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 763 | 15.7K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 760 | 13.5K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 756 | 15.6K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 700 | 12.4K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 679 | 12K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 640 | 13.2K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 629 | 11.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 600 | 12.4K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 600 | 10.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 556 | 9.9K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 551 | 9.8K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 524 | 10.8K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 491 | 9.1K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 417 | 7.8K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 416 | 7.7K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 412 | 7.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 300 | 5.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 292 | 5.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 277 | 4.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 249 | 5.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 240 | 4.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 222 | 3.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 200 | 3.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 76 | 1.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 34 | 602.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 23 | 407.6 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 17 | 301.2 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 16 | 283.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 12 | 247.1 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 9 | 159.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 8 | 164.7 $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| ProShares Hedge Replication ETF ProShares Trust | 7 | 130.3 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 5 | 93.1 $ | 0.00 % | as of Feb 28, 2026 ↗ | |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5 | 88.6 $ | 0.00 % | as of Mar 31, 2026 ↗ | |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 4 | 82.4 $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 2 | 37.2 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 2 | 35.4 $ | 0.00 % | 0.00 % | as of Mar 31, 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 | |
|---|---|---|
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.64 % | as of Mar 31, 2026 ↗ |
| Pinnacle Value Fund BERTOLET CAPITAL TRUST | 0.62 % | as of Mar 31, 2026 ↗ |
| AUER GROWTH Unified Series Trust | 0.44 % | as of Feb 28, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.28 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 0.03 % | as of Mar 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 0.03 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 0.03 % | as of Feb 28, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.02 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 0.02 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 0.02 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 98 | +6 | 1,414,461 | +0.0 % |
| 2026Q1 | 92 | +2 | 1,414,310 | +1.4 % |
| 2025Q4 | 90 | +15 | 1,394,780 | +3.0 % |
| 2025Q3 | 75 | +35 | 1,353,930 | +24.4 % |
| 2025Q2 | 40 | +1 | 1,088,200 | +1.4 % |
| 2025Q1 | 39 | 0 | 1,072,989 | +0.7 % |
| 2024Q4 | 39 | -1 | 1,065,786 | -0.2 % |
| 2024Q3 | 40 | +3 | 1,068,325 | +1.1 % |
| 2024Q2 | 37 | +1 | 1,057,063 | -1.8 % |
| 2024Q1 | 36 | 0 | 1,075,933 | +1.2 % |
| 2023Q4 | 36 | 1,062,748 |
Institutional managers
62 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 541,693 | 9.6M $ | as of Mar 31, 2026 |
| De Lisle Partners LLP | 419,816 | 7.4M $ | as of Mar 31, 2026 |
| GENDELL JEFFREY L | 354,576 | 6.3M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 331,282 | 5.9M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 328,493 | 5.8M $ | as of Mar 31, 2026 |
| Mink Brook Asset Management LLC | 162,900 | 2.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 159,500 | 2.8M $ | as of Mar 31, 2026 |
| Truffle Hound Capital, LLC | 150,000 | 2.7M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 119,855 | 2.1M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 117,191 | 2.1K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 96,790 | 1.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 83,275 | 1.5M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 59,033 | 1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 57,159 | 1M $ | as of Mar 31, 2026 |
| Callahan Advisors, LLC | 50,530 | 895.4K $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 47,034 | 833.4K $ | as of Mar 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 45,125 | 799.6K $ | as of Mar 31, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | 27,213 | 482.2K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 26,684 | 472.8K $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 26,257 | 465.3K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 25,648 | 454.5K $ | as of Mar 31, 2026 |
| Squarepoint Ops LLC | 18,208 | 322.6K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 17,085 | 302.7K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 12,373 | 219.2K $ | as of Mar 31, 2026 |
| NewEdge Advisors, LLC | 11,567 | 22.7K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Friedman Industries Inc". https://titelia.com/en/stocks/friedman-industries-inc-US3584351056