Funds holding KVH Industries Inc
ISIN US4827381017 · United States
- Fund holders
- 93
- Of which ETFs
- 16 77 other funds
- Value held
- 36.7M $
- Share of capital
- 21.2 % of 18.1M shares on Aug 3, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Tema Space Innovators ETF Tema ETF Trust | 718,801 | 6.7M $ | 0.26 % | 3.96 % | as of May 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 372,956 | 3.7M $ | 0.00 % | 2.06 % | as of Jun 30, 2026 ↗ |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 338,367 | 3.1M $ | 0.11 % | 1.87 % | as of Jul 31, 2026 ↗ |
| Needham Aggressive Growth Fund Needham Funds Inc | 300,000 | 3M $ | 0.11 % | 1.65 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 288,925 | 2.9M $ | 0.00 % | 1.59 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 150,805 | 1.5M $ | 0.00 % | 0.83 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 135,614 | 1.3M $ | 0.00 % | 0.75 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 114,170 | 1.1M $ | 0.01 % | 0.63 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 112,689 | 1M $ | 0.01 % | 0.62 % | as of Jul 31, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 90,400 | 895.9K $ | 0.91 % | 0.50 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 71,639 | 663.4K $ | 0.01 % | 0.39 % | as of Jul 31, 2026 ↗ |
| 1290 Essex Small Cap Growth Fund 1290 Funds | 71,220 | 659.5K $ | 0.57 % | 0.39 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 71,199 | 660.7K $ | 0.00 % | 0.39 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 65,657 | 608K $ | 0.00 % | 0.36 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 63,177 | 585K $ | 0.00 % | 0.35 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 63,161 | 584.9K $ | 0.00 % | 0.35 % | as of Jul 31, 2026 ↗ |
| Procure Space ETF Procure ETF Trust II | 57,754 | 534.8K $ | 0.09 % | 0.32 % | as of Jul 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 50,000 | 495.5K $ | 0.04 % | 0.28 % | as of Jun 30, 2026 ↗ |
| Needham Growth Fund Needham Funds Inc | 47,500 | 470.7K $ | 0.16 % | 0.26 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 41,901 | 415.2K $ | 0.03 % | 0.23 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 37,763 | 374.2K $ | 0.03 % | 0.21 % | as of Jun 30, 2026 ↗ |
| Needham Small Cap Growth Fund Needham Funds Inc | 37,500 | 371.6K $ | 0.09 % | 0.21 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 37,382 | 346.2K $ | 0.00 % | 0.21 % | as of Jul 31, 2026 ↗ |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 36,500 | 338K $ | 0.05 % | 0.20 % | as of Jul 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 32,700 | 324.1K $ | 0.22 % | 0.18 % | as of Jun 30, 2026 ↗ |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 32,000 | 317.1K $ | 0.06 % | 0.18 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 30,420 | 281.7K $ | 0.00 % | 0.17 % | as of Jul 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 29,456 | 272.8K $ | 0.03 % | 0.16 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 26,523 | 246.1K $ | 0.00 % | 0.15 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 23,302 | 230.9K $ | 0.00 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 20,610 | 191.3K $ | 0.00 % | 0.11 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 19,953 | 184.8K $ | 0.00 % | 0.11 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 17,551 | 162.5K $ | 0.00 % | 0.10 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 17,373 | 172.2K $ | 0.01 % | 0.10 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 16,529 | 153.1K $ | 0.00 % | 0.09 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 14,913 | 138.4K $ | 0.01 % | 0.08 % | as of May 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 13,701 | 127.1K $ | 0.00 % | 0.08 % | as of May 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,916 | 119.6K $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 12,844 | 127.3K $ | 0.00 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 12,747 | 118K $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,700 | 96.1K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,686 | 89.7K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II | 7,300 | 67.7K $ | 0.21 % | 0.04 % | as of May 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 6,412 | 63.5K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,300 | 58.3K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 6,232 | 61.8K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 5,975 | 55.3K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 5,414 | 50.1K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 5,400 | 50K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 4,594 | 45.5K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 4,460 | 44.2K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 3,599 | 35.7K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,574 | 35.4K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 3,040 | 30.1K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 3,040 | 30.1K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 2,861 | 28.4K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,814 | 27.9K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 2,712 | 25.1K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 2,704 | 26.8K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,696 | 26.7K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 2,429 | 24.1K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,253 | 22.3K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 2,050 | 19K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,000 | 18.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,963 | 19.5K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,911 | 18.9K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,879 | 18.6K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,701 | 16.9K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,515 | 15K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,460 | 13.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,349 | 12.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,131 | 11.2K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,119 | 10.4K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,094 | 10.1K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 1,019 | 9.4K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Transamerica Small Cap Value TRANSAMERICA FUNDS | 1,000 | 9.3K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 996 | 9.9K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 910 | 9K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 909 | 9K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 629 | 6.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 589 | 5.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 400 | 4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 360 | 3.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 315 | 3.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 160 | 1.5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 67 | 664 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 51 | 505.4 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 33 | 327 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 31 | 307.2 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 18 | 178.4 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 12 | 111.1 $ | 0.00 % | as of Jul 31, 2026 ↗ | |
| SMALL-CAP PROFUND ProFunds | 11 | 101.9 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 4 | 39.6 $ | 0.00 % | 0.00 % | as of Jun 30, 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 | |
|---|---|---|
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.91 % | as of Jun 30, 2026 ↗ |
| 1290 Essex Small Cap Growth Fund 1290 Funds | 0.57 % | as of Jul 31, 2026 ↗ |
| Tema Space Innovators ETF Tema ETF Trust | 0.26 % | as of May 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.22 % | as of Jun 30, 2026 ↗ |
| Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II | 0.21 % | as of May 31, 2026 ↗ |
| Needham Growth Fund Needham Funds Inc | 0.16 % | as of Jun 30, 2026 ↗ |
| Needham Aggressive Growth Fund Needham Funds Inc | 0.11 % | as of Jun 30, 2026 ↗ |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 0.11 % | as of Jul 31, 2026 ↗ |
| Procure Space ETF Procure ETF Trust II | 0.09 % | as of Jul 31, 2026 ↗ |
| Needham Small Cap Growth Fund Needham Funds Inc | 0.09 % | 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 | 93 | +43 | 3,838,499 | +69.1 % |
| 2026Q2 | 50 | -1 | 2,269,821 | -5.7 % |
| 2026Q1 | 51 | 0 | 2,406,802 | -10.3 % |
| 2025Q4 | 51 | -2 | 2,683,576 | -10.5 % |
| 2025Q3 | 53 | +1 | 2,997,250 | -3.3 % |
| 2025Q2 | 52 | 0 | 3,099,767 | -3.3 % |
| 2025Q1 | 52 | +2 | 3,206,530 | -4.2 % |
| 2024Q4 | 50 | -36 | 3,346,920 | -28.2 % |
| 2024Q3 | 86 | -16 | 4,664,052 | -13.2 % |
| 2024Q2 | 102 | -4 | 5,370,802 | -3.6 % |
| 2024Q1 | 106 | -2 | 5,572,721 | +0.2 % |
| 2023Q4 | 108 | 5,560,486 |
Institutional managers
65 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Black Diamond Capital Management I, LLLP | 3,502,005 | 31.4M $ | as of Mar 31, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 906,214 | 8.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 737,336 | 6.6M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 474,509 | 4.3M $ | as of Mar 31, 2026 |
| Potomac Capital Management, Inc. | 465,900 | 4.2M $ | as of Mar 31, 2026 |
| Peapod Lane Capital LLC | 414,738 | 3.7M $ | as of Mar 31, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 385,000 | 3.4M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 345,515 | 3.1M $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 210,826 | 1.9M $ | as of Mar 31, 2026 |
| Mink Brook Asset Management LLC | 172,095 | 1.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 162,345 | 1.5M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 147,975 | 1.3M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 138,267 | 1.2M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 136,104 | 1.2M $ | as of Mar 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 93,423 | 837.1K $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 88,441 | 788 $ | as of Mar 31, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | 77,029 | 690.2K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 73,354 | 657.3K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 67,699 | 606.6K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 64,512 | 578K $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 63,703 | 570.8K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 62,216 | 557.5K $ | as of Mar 31, 2026 |
| Orion Porfolio Solutions, LLC | 58,177 | 521.3K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 57,412 | 514.4K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 46,798 | 419.3K $ | as of Mar 31, 2026 |
Declared shareholders of KVH Industries Inc
There are 2 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 | |
|---|---|---|---|
| JEC II Associates, LLC and 2 others | 6.60 % | 1,195,348 | as of Jun 30, 2026 · SCHEDULE 13G |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 4.48 % | 872,934 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding KVH Industries Inc". https://titelia.com/en/stocks/kvh-industries-inc-US4827381017