Fund shareholders of Investar Holding Corp
ISIN US46134L1052 · United States · LEI 54930001EK2YM28LOJ08
- Fund shareholders
- 129
- Of which ETFs
- 23 106 other funds
- Value held
- 68.5M $
- Share of capital
- 18.1 % of 13.8M shares on Aug 4, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 437,184 | 11.9M $ | 0.00 % | 3.17 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 287,594 | 7.8M $ | 0.01 % | 2.09 % | as of Mar 31, 2026 ↗ |
| Royce Micro-Cap Fund ROYCE FUND | 138,211 | 3.8M $ | 1.17 % | 1.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 136,825 | 3.7M $ | 0.00 % | 0.99 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 122,968 | 3.4M $ | 0.01 % | 0.89 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 113,100 | 3.1M $ | 0.02 % | 0.82 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 87,101 | 2.5M $ | 0.01 % | 0.63 % | as of Feb 28, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 78,704 | 2.2M $ | 0.01 % | 0.57 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 71,651 | 2M $ | 0.04 % | 0.52 % | as of Feb 27, 2026 ↗ |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 68,060 | 1.9M $ | 0.00 % | 0.49 % | as of Apr 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 60,618 | 1.7M $ | 0.01 % | 0.44 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 46,740 | 1.3M $ | 0.01 % | 0.34 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 45,869 | 1.3M $ | 0.01 % | 0.33 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 45,536 | 1.3M $ | 0.01 % | 0.33 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 45,490 | 1.3M $ | 0.01 % | 0.33 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 44,678 | 1.3M $ | 0.00 % | 0.32 % | as of Feb 28, 2026 ↗ |
| Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 43,335 | 1.2M $ | 1.15 % | 0.31 % | as of Mar 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 43,000 | 1.2M $ | 0.10 % | 0.31 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 32,069 | 874.5K $ | 0.07 % | 0.23 % | as of Mar 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 28,710 | 795.6K $ | 0.01 % | 0.21 % | as of Apr 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 28,047 | 777.2K $ | 0.01 % | 0.20 % | as of Apr 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 25,715 | 712.6K $ | 0.01 % | 0.19 % | as of Apr 30, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 24,199 | 659.9K $ | 0.02 % | 0.18 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 21,340 | 591.3K $ | 0.00 % | 0.15 % | as of Apr 30, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 16,865 | 459.9K $ | 0.54 % | 0.12 % | as of Mar 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 16,238 | 442.8K $ | 0.01 % | 0.12 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 15,835 | 447K $ | 0.00 % | 0.11 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 15,499 | 437.5K $ | 0.02 % | 0.11 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 15,123 | 412.4K $ | 0.02 % | 0.11 % | as of Mar 31, 2026 ↗ |
| AUER GROWTH Unified Series Trust | 15,000 | 423.5K $ | 0.58 % | 0.11 % | as of Feb 28, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 13,996 | 395.1K $ | 0.00 % | 0.10 % | as of Feb 28, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 13,411 | 365.7K $ | 0.05 % | 0.10 % | as of Mar 31, 2026 ↗ |
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 12,478 | 352.3K $ | 1.18 % | 0.09 % | as of Feb 28, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 12,280 | 340.3K $ | 0.01 % | 0.09 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 11,739 | 331.4K $ | 0.00 % | 0.09 % | as of Feb 28, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 11,604 | 316.4K $ | 0.01 % | 0.08 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 10,969 | 304K $ | 0.00 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 10,600 | 289.1K $ | 0.24 % | 0.08 % | as of Mar 31, 2026 ↗ |
| JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS | 8,542 | 232.9K $ | 0.81 % | 0.06 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 8,100 | 220.9K $ | 0.01 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 7,833 | 217.1K $ | 0.00 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 7,697 | 213.3K $ | 0.01 % | 0.06 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 7,322 | 199.7K $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 7,233 | 197.2K $ | 0.06 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 7,178 | 202.6K $ | 0.00 % | 0.05 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 7,096 | 193.5K $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 6,954 | 189.6K $ | 0.06 % | 0.05 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,800 | 185.4K $ | 0.01 % | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,667 | 188.2K $ | 0.02 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 6,377 | 180K $ | 0.00 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 6,037 | 167.3K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 5,982 | 163.1K $ | 0.06 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 5,574 | 154.5K $ | 0.01 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 5,490 | 149.7K $ | 0.01 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,405 | 147.4K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 4,849 | 132.2K $ | 0.18 % | 0.04 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,500 | 122.7K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 4,486 | 122.3K $ | 0.03 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,282 | 118.7K $ | 0.01 % | 0.03 % | as of Apr 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 4,144 | 113K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,068 | 112.7K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 3,822 | 104.2K $ | 0.03 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 3,396 | 95.9K $ | 0.01 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,906 | 79.2K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 2,860 | 80.7K $ | 0.01 % | 0.02 % | as of Feb 28, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,788 | 77.3K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 2,758 | 75.2K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 2,660 | 72.5K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 2,573 | 70.2K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,381 | 64.9K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 2,362 | 64.4K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,295 | 63.6K $ | 0.01 % | 0.02 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,218 | 60.5K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,132 | 58.1K $ | 0.03 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,121 | 59.9K $ | 0.02 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,055 | 56.9K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 2,048 | 56.8K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,977 | 53.9K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,787 | 48.7K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,743 | 48.3K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,625 | 45K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,447 | 39.5K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 1,400 | 38.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,382 | 38.3K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 1,380 | 37.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 1,328 | 36.2K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,277 | 34.8K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,261 | 34.9K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,233 | 34.2K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,211 | 33K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,046 | 29K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 1,000 | 27.3K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 954 | 26K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 924 | 25.6K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 909 | 25.2K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 906 | 24.7K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 829 | 22.6K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 764 | 20.8K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 759 | 20.7K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 724 | 20.4K $ | 0.00 % | 0.01 % | as of Feb 28, 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 | |
|---|---|---|
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 1.18 % | as of Feb 28, 2026 ↗ |
| Royce Micro-Cap Fund ROYCE FUND | 1.17 % | as of Mar 31, 2026 ↗ |
| Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 1.15 % | as of Mar 31, 2026 ↗ |
| JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS | 0.81 % | as of Mar 31, 2026 ↗ |
| AUER GROWTH Unified Series Trust | 0.58 % | as of Feb 28, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.54 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.24 % | as of Mar 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 0.18 % | as of Mar 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 0.10 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.07 % | 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 | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 129 | +8 | 2,487,374 | +18.1 % |
| 2026Q1 | 121 | +4 | 2,106,180 | +3.3 % |
| 2025Q4 | 117 | -7 | 2,038,786 | +1.1 % |
| 2025Q3 | 124 | -5 | 2,016,220 | -2.0 % |
| 2025Q2 | 129 | -1 | 2,057,022 | -12.3 % |
| 2025Q1 | 130 | +2 | 2,346,346 | -2.3 % |
| 2024Q4 | 128 | +45 | 2,400,919 | +30.2 % |
| 2024Q3 | 83 | +23 | 1,843,770 | +15.6 % |
| 2024Q2 | 60 | 0 | 1,594,701 | +1.5 % |
| 2024Q1 | 60 | +1 | 1,570,463 | +4.7 % |
| 2023Q4 | 59 | 1,499,980 |
Institutional managers
106 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,102,825 | 30.1M $ | as of Mar 31, 2026 |
| Fourthstone LLC | 827,389 | 22.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 437,405 | 11.9M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 401,085 | 10.7M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 306,896 | 8.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 300,099 | 8.2M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 292,086 | 8M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 250,797 | 6.8M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 211,918 | 5.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 177,013 | 4.8M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 163,271 | 4.5M $ | as of Mar 31, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 157,000 | 4.3M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 141,775 | 3.9M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 136,366 | 3.7M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 123,244 | 3.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 114,933 | 3.1M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 105,250 | 2.9M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 97,273 | 2.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 91,643 | 2.5M $ | as of Mar 31, 2026 |
| AlTi Global, Inc. | 86,568 | 2.4M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 73,956 | 2M $ | as of Mar 31, 2026 |
| Glass Wealth Management Co LLC | 66,586 | 1.8M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 65,281 | 1.8M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 64,701 | 1.8M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 64,122 | 1.7M $ | as of Mar 31, 2026 |
Declared shareholders of Investar Holding Corp
There are 4 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 | |
|---|---|---|---|
| Wellington Management Group LLP and 3 others | 7.00 % | 965,080 | as of Mar 31, 2026 · SCHEDULE 13G |
| Fourthstone LLC and 5 others | 6.02 % | 827,389 | as of Mar 31, 2026 · SCHEDULE 13G |
| BlackRock, Inc. | 5.10 % | 700,807 | as of Mar 31, 2026 · SCHEDULE 13G |
| Bay Pond Partners, L.P. | 3.80 % | 517,534 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Investar Holding Corp". https://titelia.com/en/stocks/investar-holding-corp-US46134L1052