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 | |
|---|---|---|---|---|---|
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 685 | 19K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 619 | 16.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 567 | 16K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 566 | 16K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 500 | 14.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 500 | 13.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 473 | 12.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 444 | 12.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 433 | 12.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 396 | 10.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 395 | 11.2K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 305 | 8.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 270 | 7.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 200 | 5.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 200 | 5.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 168 | 4.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 145 | 4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 67 | 1.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 47 | 1.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 43 | 1.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 32 | 872.6 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 23 | 637.3 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 21 | 572.7 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 13 | 354.5 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 9 | 254.1 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 6 | 169.4 $ | 0.00 % | as of Feb 28, 2026 ↗ | |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 4 | 110.8 $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 3 | 84.7 $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 2 | 54.5 $ | 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 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