Funds holding Hamilton Beach Brands Holding Co
129 funds declare a position · 26 ETFs and 103 other funds · 45.3M $ · US40701T1043
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 341,431 | 7.1M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 224,011 | 4.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 181,455 | 3.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 4 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 171,861 | 3.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 5 | Adara Smaller Companies Fund RBB Fund, Inc. | 134,440 | 2.6M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 6 | North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II | 115,000 | 2.2M $ | 1.21 % | as of Feb 28, 2026 · Original filing |
| 7 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 69,934 | 1.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 8 | Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 67,796 | 1.3M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 9 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 65,235 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 10 | North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II | 64,000 | 1.2M $ | 1.29 % | as of Feb 28, 2026 · Original filing |
| 11 | iShares Russell 2000 Value ETF iShares Trust | 61,005 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 12 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 57,930 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 13 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 52,154 | 988.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 14 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 47,003 | 978.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 15 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 44,464 | 925.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 16 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 39,320 | 818.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 17 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 34,743 | 661.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 18 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 33,183 | 631.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 19 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 31,183 | 648.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 20 | Victory Small Cap Stock Fund Victory Portfolios III | 30,243 | 629.4K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 21 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 29,728 | 618.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 22 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 22,000 | 416.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 23 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 17,801 | 370.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 24 | iShares Micro-Cap ETF iShares Trust | 17,768 | 336.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 25 | Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 17,257 | 359.1K $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 26 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 17,045 | 354.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 27 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 16,447 | 342.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 28 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 16,086 | 334.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 29 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 15,472 | 322K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 30 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 13,791 | 261.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 31 | Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 13,700 | 259.6K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 32 | Master Small Cap Index Series Quantitative Master Series LLC | 12,990 | 246.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 33 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 12,679 | 263.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 34 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 11,055 | 210.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 35 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 10,893 | 206.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 36 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 10,583 | 201.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 37 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 10,060 | 209.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 38 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 9,577 | 181.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 39 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 9,150 | 174.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 40 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 8,814 | 167K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 41 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,700 | 181K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 42 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 6,838 | 142.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 43 | Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 6,837 | 130.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 44 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 6,264 | 130.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 45 | PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 5,300 | 110.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 46 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,224 | 99.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 47 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,700 | 89.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 48 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 4,591 | 87K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 49 | Small Cap Index Fund Northern Funds | 4,013 | 76K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 50 | SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 3,895 | 73.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 51 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 3,706 | 77.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 52 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 3,665 | 69.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 53 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 3,445 | 65.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 54 | Global X Russell 2000 ETF GLOBAL X FUNDS | 3,241 | 67.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 55 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 3,193 | 60.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 56 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 3,078 | 58.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 57 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,030 | 63.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 58 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,948 | 55.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 59 | Small Cap Index Fund VALIC Co I | 2,925 | 55.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 60 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,900 | 60.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 61 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,800 | 58.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 62 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 2,500 | 47.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 63 | Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 2,471 | 46.8K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 64 | AST Small-Cap Equity Portfolio Advanced Series Trust | 2,460 | 46.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 65 | EQ/Small Company Index Portfolio EQ Advisors Trust | 2,240 | 42.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 66 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,222 | 42.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 67 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 2,217 | 42.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 68 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,191 | 41.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 69 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,000 | 37.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 70 | Small Cap Core Fund Northern Funds | 1,924 | 36.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 71 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 1,755 | 33.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 72 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,383 | 28.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 73 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,335 | 25.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 74 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,326 | 25.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 75 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,267 | 24K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 76 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,260 | 23.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 77 | Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 1,123 | 21.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 78 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,082 | 20.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 79 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,059 | 22K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 80 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,059 | 20.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 81 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,000 | 20.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 82 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,000 | 19K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 83 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 937 | 19.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 84 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 841 | 15.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 85 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 841 | 15.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 86 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 835 | 15.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 87 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 814 | 15.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 88 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 784 | 14.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 89 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 740 | 14K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 90 | Victory Cornerstone Aggressive Fund Victory Portfolios III | 730 | 13.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 91 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 726 | 15.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 92 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 715 | 14.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 93 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 652 | 12.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 94 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 607 | 11.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 95 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 596 | 11.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 96 | Victory Extended Market Index Fund Victory Portfolios III | 580 | 12.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 97 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 580 | 11K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 98 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 575 | 10.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 99 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 525 | 9.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 100 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 500 | 9.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
Institutional managers
73 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 513,056 | 9.7M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 479,767 | 9.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 396,172 | 7.5M $ | as of Mar 31, 2026 |
| Pacific Ridge Capital Partners, LLC | 344,109 | 6.5M $ | as of Mar 31, 2026 |
| North Star Investment Management Corp. | 190,600 | 3.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 189,531 | 3.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 154,864 | 2.9M $ | as of Mar 31, 2026 |
| Curbstone Financial Management Corp | 136,898 | 2.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 130,425 | 2.5M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 104,892 | 2M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 90,245 | 1.7M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 67,692 | 1.3M $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 66,500 | 1.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 58,550 | 1.1M $ | as of Mar 31, 2026 |
| CWM, LLC | 54,659 | 1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 45,935 | 870.5K $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 42,622 | 807.7K $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 40,099 | 759.9K $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 38,390 | 727.5K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 31,236 | 591.9K $ | as of Mar 31, 2026 |
| Koss-Olinger Consulting, LLC | 30,687 | 581.5K $ | as of Mar 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 29,115 | 551.7K $ | as of Mar 31, 2026 |
| RBF Capital, LLC | 25,647 | 486K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 22,700 | 430.2K $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 22,684 | 429.9K $ | as of Mar 31, 2026 |