Titelia

Funds holding NACCO Industries Inc

ISIN US6295791031 · United States

Fund holders
119
Of which ETFs
27 92 other funds
Value held
50.6M $
FundSharesValueWeight in fund
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 118,3046.1M $0.00 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 116,2175.6M $0.03 %as of Apr 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 90,7344.7M $0.01 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 48,7452.3M $0.01 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 47,8832.5M $0.00 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 39,4871.9M $0.01 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,3371.8M $0.01 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 37,6151.8M $0.02 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 35,5782M $0.01 %as of Feb 28, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 35,0071.7M $0.01 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 33,7541.8M $0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 30,7241.6M $0.08 %as of Mar 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 23,8921.2M $0.10 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 23,3621.3M $0.00 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 19,7971.1M $0.01 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 19,601944.4K $0.01 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 19,237926.8K $0.01 %as of Apr 30, 2026 ↗
Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST 18,822978.2K $0.46 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 12,596606.9K $0.00 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 11,458552K $0.00 %as of Apr 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 10,040521.8K $0.04 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,033483.4K $0.00 %as of Apr 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 9,470492.2K $0.40 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 8,841426K $0.01 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 7,480429.2K $0.00 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 7,217375.1K $0.01 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 6,662321K $0.00 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 6,237357.9K $0.00 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 6,223323.4K $0.05 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 5,622270.9K $0.01 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 5,209298.9K $0.03 %as of Feb 28, 2026 ↗
Range Global Coal Index ETF EXCHANGE TRADED CONCEPTS TRUST 5,142295K $0.86 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 4,983259K $0.01 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 4,787248.8K $0.01 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 4,369210.5K $0.00 %as of Apr 30, 2026 ↗
The Free Markets ETF Tidal Trust I 3,841220.4K $1.24 %as of Feb 28, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 2,990144.1K $0.00 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,902166.5K $0.02 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,900150.7K $0.01 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,696129.9K $0.02 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 2,550132.5K $0.04 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 2,354135.1K $0.01 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 2,040106K $0.01 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 2,009104.4K $0.01 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,970102.4K $0.00 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 1,96694.7K $0.00 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 1,82494.8K $0.00 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 1,80593.8K $0.00 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 1,80486.9K $0.01 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 1,79586.5K $0.00 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 1,75090.9K $0.01 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 1,62093K $0.01 %as of Feb 28, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,50286.2K $0.03 %as of Feb 28, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,50078K $0.00 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 1,47176.4K $0.01 %as of Mar 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,45483.4K $0.03 %as of Feb 28, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,32075.7K $0.04 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 1,23164K $0.00 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 1,11557.9K $0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 1,08056.1K $0.01 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 98851.3K $0.01 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 92147.9K $0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 90051.6K $0.00 %as of Feb 28, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 79641.4K $0.01 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 77240.1K $0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 76744K $0.00 %as of Feb 28, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 74338.6K $0.02 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 70036.4K $0.02 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 67034.8K $0.00 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 66734.7K $0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 54028.1K $0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 53327.7K $0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 53225.6K $0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 51726.9K $0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 50026K $0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 48928.1K $0.00 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 48423.3K $0.00 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 47124.5K $0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 46122.2K $0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 41920.2K $0.00 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 41319.9K $0.00 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 41119.8K $0.00 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 37221.3K $0.00 %as of Feb 28, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 36018.7K $0.01 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 33017.2K $0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 32616.9K $0.00 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 30415.8K $0.01 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 28713.8K $0.00 %as of Apr 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 26612.8K $0.00 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 25913.5K $0.00 %as of Mar 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 24814.2K $0.00 %as of Feb 28, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 24614.1K $0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 23812.4K $0.01 %as of Mar 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 20210.5K $0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 20010.4K $0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1729.9K $0.01 %as of Feb 28, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 1487.1K $0.00 %as of Apr 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1085.6K $0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1015.8K $0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1005.2K $0.01 %as of Mar 31, 2026 ↗

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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.

FundWeight in fund
The Free Markets ETF Tidal Trust I 1.24 %as of Feb 28, 2026 ↗
Range Global Coal Index ETF EXCHANGE TRADED CONCEPTS TRUST 0.86 %as of Feb 28, 2026 ↗
Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST 0.46 %as of Mar 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.40 %as of Mar 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 0.10 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 0.08 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 0.05 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.04 %as of Mar 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 0.04 %as of Feb 28, 2026 ↗
Small Cap Core Fund Northern Funds 0.04 %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.

QuarterHoldersChangeSharesChange
2026Q2119+5991,515+0.8 %
2026Q1114+2983,816+1.0 %
2025Q4112+4974,034-1.6 %
2025Q3108-2990,220-1.2 %
2025Q2110+51,001,800+0.2 %
2025Q1105+1999,589-2.8 %
2024Q4104-51,028,114-10.7 %
2024Q3109-21,151,137-13.3 %
2024Q2111+21,327,120-5.6 %
2024Q1109-11,405,828-6.7 %
2023Q41101,506,277

Institutional managers

88 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
DIMENSIONAL FUND ADVISORS LP399,80820.8M $as of Mar 31, 2026
BlackRock, Inc.309,86916.1M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC154,5188M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC97,8545.1M $as of Mar 31, 2026
Mudita Advisors LLP92,5204.8M $as of Mar 31, 2026
STATE STREET CORP83,2634.3M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC76,9594M $as of Mar 31, 2026
Curbstone Financial Management Corp57,5423M $as of Mar 31, 2026
PNC FINANCIAL SERVICES GROUP, INC.48,4132.5M $as of Mar 31, 2026
Ancora Advisors LLC47,5592.5M $as of Mar 31, 2026
Bank of New York Mellon Corp46,1392.4M $as of Mar 31, 2026
Empowered Funds, LLC42,7972.2M $as of Mar 31, 2026
NORTHERN TRUST CORP39,9072.1M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC39,1882M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC35,4541.8K $as of Mar 31, 2026
CWM, LLC33,3271.7M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP32,3771.7M $as of Mar 31, 2026
SEGALL BRYANT & HAMILL, LLC29,5161.5M $as of Mar 31, 2026
Russell Investments Group, Ltd.25,9531.3M $as of Mar 31, 2026
Saber Capital Managment, LLC20,6281.1M $as of Mar 31, 2026
Prescott Group Capital Management, L.L.C.20,0941M $as of Mar 31, 2026
Connor, Clark & Lunn Investment Management Ltd.19,9481M $as of Mar 31, 2026
RBF Capital, LLC17,230895.4K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC12,802665.3K $as of Mar 31, 2026
Nuveen, LLC12,668658.4K $as of Mar 31, 2026
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Titelia. "Funds holding NACCO Industries Inc". https://titelia.com/en/stocks/nacco-industries-inc-US6295791031