Funds holding Mount Logan Capital Inc
ISIN US62188E1038 · United States
- Fund holders
- 8
- Of which ETFs
- 1 7 other funds
- Value held
- 2.4M $
- Share of capital
- 6.3 % of 11.2M shares on Aug 11, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 441,158 | 1.5M $ | 0.00 % | 3.94 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 144,669 | 497.7K $ | 0.00 % | 1.29 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 57,431 | 182.6K $ | 0.00 % | 0.51 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 31,046 | 106.8K $ | 0.01 % | 0.28 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 14,556 | 46.3K $ | 0.13 % | as of May 31, 2026 ↗ | |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 10,619 | 36.5K $ | 0.00 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 10,000 | 30.5K $ | 0.00 % | 0.09 % | as of Jul 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,005 | 3.5K $ | 0.00 % | 0.01 % | 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 | |
|---|---|---|
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK 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 | 8 | +4 | 710,484 | +17.1 % |
| 2026Q2 | 4 | +1 | 606,898 | +4.2 % |
| 2026Q1 | 3 | +2 | 582,575 | +4,250.5 % |
| 2025Q4 | 1 | 13,391 |
Institutional managers
32 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 596,898 | 2.1M $ | as of Mar 31, 2026 |
| JB CAPITAL PARTNERS LP | 503,680 | 1.8M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 281,324 | 1M $ | as of Mar 31, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 218,904 | 783.7K $ | as of Mar 31, 2026 |
| FIL Ltd | 197,397 | 706.7K $ | as of Mar 31, 2026 |
| FINANCIAL CONSULATE, INC | 174,957 | 626.4K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 95,815 | 343K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 85,678 | 306.7K $ | as of Mar 31, 2026 |
| Anson Funds Management LP | 77,964 | 279.1K $ | as of Mar 31, 2026 |
| VANGUARD FIDUCIARY TRUST CO | 75,263 | 269.4K $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 63,440 | 227.1K $ | as of Mar 31, 2026 |
| 1832 Asset Management L.P. | 48,447 | 173.4K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 47,464 | 169.9K $ | as of Mar 31, 2026 |
| Arbiter Partners Capital Management LLC | 35,505 | 127.1K $ | as of Mar 31, 2026 |
| Marex Group plc | 26,325 | 94.2K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 25,386 | 90.9K $ | as of Mar 31, 2026 |
| UBS Group AG | 22,277 | 79.8K $ | as of Mar 31, 2026 |
| NATIONAL BANK OF CANADA /FI/ | 20,097 | 70.3K $ | as of Mar 31, 2026 |
| Closed-End Fund Advisors, Inc. | 18,676 | 66.9K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 17,576 | 62.9K $ | as of Mar 31, 2026 |
| SHUFRO ROSE & CO LLC | 10,000 | 35.8K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10,000 | 35.8K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,650 | 9.5K $ | as of Mar 31, 2026 |
| Community Financial Services Group, LLC | 1,614 | 5.7K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 1,405 | 5K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Mount Logan Capital Inc". https://titelia.com/en/stocks/mount-logan-capital-inc-US62188E1038