Funds holding IRIDEX CORP
ISIN US4626841013 · United States
- Fund holders
- 6
- Of which ETFs
- 0 6 other funds
- Value held
- 732.8K $
- Share of capital
- 3.7 % of 17.6M shares on Aug 13, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 401,852 | 460.1K $ | 2.29 % | as of Jun 30, 2026 ↗ | |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 112,741 | 129.1K $ | 0.00 % | 0.64 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 90,582 | 95.1K $ | 0.00 % | 0.52 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 16,874 | 17.7K $ | 0.10 % | as of May 31, 2026 ↗ | |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 14,777 | 15.5K $ | 0.00 % | 0.08 % | as of May 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 14,475 | 15.2K $ | 0.08 % | as of May 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 | |
|---|---|---|
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 6 | 0 | 651,301 | +3.9 % |
| 2026Q2 | 6 | 0 | 626,729 | -0.1 % |
| 2026Q1 | 6 | 0 | 627,325 | -0.1 % |
| 2025Q4 | 6 | -1 | 628,104 | -9.8 % |
| 2025Q3 | 7 | -4 | 696,123 | -6.3 % |
| 2025Q2 | 11 | -1 | 742,949 | -5.7 % |
| 2025Q1 | 12 | 0 | 787,649 | -0.8 % |
| 2024Q4 | 12 | 0 | 794,377 | +1.5 % |
| 2024Q3 | 12 | -2 | 782,912 | -1.6 % |
| 2024Q2 | 14 | 0 | 795,330 | -1.5 % |
| 2024Q1 | 14 | -1 | 807,075 | +0.2 % |
| 2023Q4 | 15 | 805,269 |
Institutional managers
22 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 1,000,000 | 1M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 396,627 | 400.6K $ | as of Mar 31, 2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | 259,558 | 262.2K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 160,159 | 161.8K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 60,851 | 61.5K $ | as of Mar 31, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 57,529 | 58.1K $ | as of Mar 31, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | 55,300 | 55.9K $ | as of Mar 31, 2026 |
| THOMPSON DAVIS & CO., INC. | 47,444 | 47.9K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 44,718 | 45.2K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 37,634 | 38K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 37,621 | 38K $ | as of Mar 31, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 33,840 | 34.9K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,919 | 29.2K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 25,649 | 25.9K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 21,308 | 21.5K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 20,260 | 20.5K $ | as of Mar 31, 2026 |
| TWO SIGMA SECURITIES, LLC | 10,792 | 10.9K $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 10,000 | 10.1K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 2,092 | 2.1K $ | as of Mar 31, 2026 |
| UBS Group AG | 1,144 | 1.2K $ | as of Mar 31, 2026 |
| GROUP ONE TRADING LLC | 1,100 | 1.1K $ | as of Mar 31, 2026 |
| SIMPLEX TRADING, LLC | 160 | 161 $ | as of Mar 31, 2026 |
Declared shareholders of IRIDEX CORP
There is 1 beneficial ownership filing. 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 | |
|---|---|---|---|
| Novel Inspiration International Co., Ltd. and 2 others | 29.92 % | 6,738,238 | as of Mar 19, 2025 · SCHEDULE 13D |
Cite this page
Titelia. "Funds holding IRIDEX CORP". https://titelia.com/en/stocks/iridex-corp-US4626841013