Titelia

Fund shareholders of Harmonic Inc

ISIN US4131601027 · United States · LEI 549300LRGRD8XC9BTL66

Fund shareholders
253
Of which ETFs
78 175 other funds
Value held
420.5M $
Share of capital
39.3 % of 109.1M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 6,731,96060.5M $0.07 %6.17 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 3,333,86029.9M $0.00 %3.06 %as of Mar 31, 2026 ↗
VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND 2,833,82330.1M $0.02 %2.60 %as of Feb 28, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,729,33624.5M $0.03 %2.50 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,256,18511.3M $0.01 %1.15 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,096,77812.5M $0.04 %1.01 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 1,096,2729.8M $0.13 %1.01 %as of Mar 31, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 1,042,64511.9M $0.54 %0.96 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,009,8189.1M $0.07 %0.93 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 855,6007.7M $0.01 %0.78 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 793,2997.1M $0.07 %0.73 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 716,1476.4M $0.05 %0.66 %as of Mar 31, 2026 ↗
Needham Small Cap Growth Fund Needham Funds Inc 668,0006M $3.46 %0.61 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Telecom ETF SPDR SERIES TRUST 634,8365.7M $1.36 %0.58 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 590,8136.3M $0.02 %0.54 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 584,4555.2M $0.13 %0.54 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 581,4496.6M $0.03 %0.53 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 557,3995.9M $0.04 %0.51 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 541,4925.8M $0.03 %0.50 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 504,6285.8M $0.03 %0.46 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 457,1224.9M $0.11 %0.42 %as of Feb 27, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 452,9845.2M $0.04 %0.42 %as of Apr 30, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 447,0654.8M $0.83 %0.41 %as of Feb 28, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 424,5454.9M $0.03 %0.39 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 410,3463.7M $0.15 %0.38 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 405,5584.6M $0.06 %0.37 %as of Apr 30, 2026 ↗
Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust 404,5104.6M $0.13 %0.37 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 384,1954.1M $0.08 %0.35 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 366,1124.2M $0.03 %0.34 %as of Apr 30, 2026 ↗
Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST 352,1424M $0.02 %0.32 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 296,1113.1M $0.01 %0.27 %as of Feb 28, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 272,1022.9M $0.00 %0.25 %as of Feb 28, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 249,0902.2M $1.13 %0.23 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 246,8872.6M $0.15 %0.23 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 245,2202.8M $0.04 %0.22 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 231,3932.1M $0.02 %0.21 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 230,9822.6M $0.01 %0.21 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 221,0652.5M $0.01 %0.20 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 213,6672.3M $0.00 %0.20 %as of Feb 28, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 208,7691.9M $0.26 %0.19 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Information Technology ETF Invesco Exchange-Traded Fund Trust II 195,1402.1M $0.57 %0.18 %as of Feb 28, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 193,5652.1M $0.28 %0.18 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 181,1141.6M $0.03 %0.17 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 180,5781.9M $0.08 %0.17 %as of Feb 28, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 178,6451.9M $0.07 %0.16 %as of Feb 28, 2026 ↗
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 176,0722M $0.71 %0.16 %as of Apr 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 175,3991.6M $0.07 %0.16 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 173,3031.8M $0.00 %0.16 %as of Feb 28, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 166,2011.5M $0.29 %0.15 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 165,4811.9M $0.00 %0.15 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 164,8031.9M $0.07 %0.15 %as of Apr 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 154,2801.4M $0.08 %0.14 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 150,4981.7M $0.29 %0.14 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 141,1431.3M $0.00 %0.13 %as of Mar 31, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 131,4271.4M $1.13 %0.12 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 129,1451.5M $0.04 %0.12 %as of Apr 30, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 128,7911.2M $0.03 %0.12 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 126,5891.1M $0.15 %0.12 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 119,5431.3M $0.05 %0.11 %as of Feb 28, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 118,9611.1M $0.03 %0.11 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 115,4011.2M $0.29 %0.11 %as of Feb 28, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 103,732931.5K $0.26 %0.10 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 102,781923K $0.05 %0.09 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 98,258882.4K $0.07 %0.09 %as of Mar 31, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 92,711832.5K $0.28 %0.09 %as of Mar 31, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 91,415820.9K $0.17 %0.08 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 91,3371M $0.05 %0.08 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 91,3001M $0.00 %0.08 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 88,340793.3K $0.12 %0.08 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 88,2191M $0.08 %0.08 %as of Apr 30, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 86,740922K $0.76 %0.08 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 86,669921.3K $0.10 %0.08 %as of Feb 28, 2026 ↗
Keeley Small Cap Fund Teton Westwood Funds 85,000763.3K $0.89 %0.08 %as of Mar 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 84,857762K $0.07 %0.08 %as of Mar 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 77,430695.3K $0.05 %0.07 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 76,736815.7K $0.01 %0.07 %as of Feb 28, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 74,913672.7K $0.06 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 72,888654.5K $0.03 %0.07 %as of Mar 31, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 72,700831K $0.13 %0.07 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 72,622772K $0.00 %0.07 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 71,316640.4K $0.10 %0.07 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 68,681616.8K $0.14 %0.06 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 67,118713.5K $0.04 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 66,948765.2K $0.00 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 64,998690.9K $0.00 %0.06 %as of Feb 28, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 64,403684.6K $0.10 %0.06 %as of Feb 28, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 62,800563.9K $0.11 %0.06 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 61,811657.1K $0.06 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 61,174549.3K $0.00 %0.06 %as of Mar 31, 2026 ↗
Small Cap Value Fund Northern Funds 60,275541.3K $0.09 %0.06 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 58,839528.4K $0.03 %0.05 %as of Mar 31, 2026 ↗
iShares Expanded Tech Sector ETF iShares Trust 58,461525K $0.01 %0.05 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 58,264523.2K $0.02 %0.05 %as of Mar 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 58,208618.8K $0.24 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 57,251654.4K $0.00 %0.05 %as of Apr 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 56,699648.1K $0.08 %0.05 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 50,361452.2K $0.03 %0.05 %as of Mar 31, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 49,140522.4K $0.25 %0.05 %as of Feb 28, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 48,882519.6K $0.12 %0.04 %as of Feb 28, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 48,793518.7K $0.20 %0.04 %as of Feb 28, 2026 ↗

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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.

FundWeight in fund
Needham Small Cap Growth Fund Needham Funds Inc 3.46 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Telecom ETF SPDR SERIES TRUST 1.36 %as of Mar 31, 2026 ↗
Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II 1.21 %as of Feb 28, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 1.13 %as of Feb 28, 2026 ↗
Pacer US Small Cap Cash Cows Growth Leaders ETF Pacer Funds Trust 1.13 %as of Apr 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 1.13 %as of Mar 31, 2026 ↗
Keeley Small Cap Fund Teton Westwood Funds 0.89 %as of Mar 31, 2026 ↗
Abacus FCF Small Cap Leaders ETF Abacus FCF ETF Trust 0.86 %as of Apr 30, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 0.83 %as of Feb 28, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 0.76 %as of Feb 28, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2253-642,838,482+3.1 %
2026Q1259+641,566,932+0.5 %
2025Q4253+541,359,927-8.9 %
2025Q3248+1245,378,367-2.2 %
2025Q2236-546,388,623-6.3 %
2025Q1241+149,531,082-1.9 %
2024Q4240+1950,510,783+5.7 %
2024Q3221-747,764,625-4.1 %
2024Q2228-949,796,172+4.4 %
2024Q1237-1247,689,434+2.6 %
2023Q424946,471,078

Institutional managers

240 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.19,165,249172.1M $as of Mar 31, 2026
STATE STREET CORP4,860,95243.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP3,673,39833M $as of Mar 31, 2026
Trigran Investments, Inc.3,216,83528.9M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.3,101,89627.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,794,24825.1M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2,196,46919.7M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.2,057,76020.4M $as of Mar 31, 2026
Leeward Investments, LLC - MA1,699,70215.3M $as of Mar 31, 2026
MORGAN STANLEY1,687,41815.2M $as of Mar 31, 2026
MARSHALL WACE, LLP1,445,27913M $as of Mar 31, 2026
Nuveen, LLC1,367,70112.3M $as of Mar 31, 2026
Silverberg Bernstein Capital Management LLC1,327,45511.9M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,214,23510.9M $as of Mar 31, 2026
NORTHERN TRUST CORP1,194,27610.7M $as of Mar 31, 2026
First Eagle Investment Management, LLC1,180,87610.6M $as of Mar 31, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP1,137,74710.2M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC1,052,9279.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,042,0389.4M $as of Mar 31, 2026
Qube Research & Technologies Ltd945,1318.5M $as of Mar 31, 2026
Alyeska Investment Group, L.P.803,8057.2M $as of Mar 31, 2026
CITADEL ADVISORS LLC800,8187.2M $as of Mar 31, 2026
HERALD INVESTMENT MANAGEMENT Ltd785,0007M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC755,5226.8M $as of Mar 31, 2026
Clearline Capital LP726,9316.5M $as of Mar 31, 2026

Declared shareholders of Harmonic Inc

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.64 %6,225,133as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.00 %5,517,292as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Harmonic Inc". https://titelia.com/en/stocks/harmonic-inc-US4131601027