Titelia

Fund shareholders of Octave Specialty Group Inc

ISIN US0231398845 · United States · LEI 5493000UC0RBBNDHI717

Fund shareholders
137
Of which ETFs
27 110 other funds
Value held
44.6M $
Share of capital
21.2 % of 45.1M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,384,2766.4M $0.00 %3.07 %as of Mar 31, 2026 ↗
Third Avenue Small-Cap Value Fund Third Avenue Trust 1,338,7655.9M $2.96 %2.97 %as of Apr 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 977,8574.5M $0.01 %2.17 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 739,1533.4M $0.00 %1.64 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 498,6822.3M $0.00 %1.11 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 380,7311.7M $0.01 %0.85 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 340,7531.6M $0.01 %0.76 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 285,0191.3M $0.01 %0.63 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 214,9731.2M $0.03 %0.48 %as of Feb 27, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 211,1911.1M $0.01 %0.47 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 203,8981.1M $0.01 %0.45 %as of Feb 28, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 181,420970.6K $0.00 %0.40 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 176,743783K $0.00 %0.39 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 156,814694.7K $0.00 %0.35 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 128,715570.2K $0.02 %0.29 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 102,000451.9K $0.00 %0.23 %as of Apr 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 97,899455.2K $0.04 %0.22 %as of Mar 31, 2026 ↗
1290 Essex Small Cap Growth Fund 1290 Funds 97,770433.1K $0.39 %0.22 %as of Apr 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 94,932441.4K $0.05 %0.21 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 91,424489.1K $0.02 %0.20 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 88,554411.8K $0.00 %0.20 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 88,388472.9K $0.00 %0.20 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 83,628370.5K $0.01 %0.19 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 73,549393.5K $0.00 %0.16 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 64,898347.2K $0.00 %0.14 %as of Feb 28, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 63,500295.3K $0.24 %0.14 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 61,277284.9K $0.01 %0.14 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 59,993265.8K $0.00 %0.13 %as of Apr 30, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 57,000265.1K $0.14 %0.13 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 54,015239.3K $0.00 %0.12 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 51,991230.3K $0.00 %0.12 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 49,667265.7K $0.00 %0.11 %as of Feb 28, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 49,566230.5K $0.06 %0.11 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 48,616215.4K $0.01 %0.11 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 47,930222.9K $0.01 %0.11 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 46,535206.2K $0.02 %0.10 %as of Apr 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 41,296220.9K $0.02 %0.09 %as of Feb 28, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 40,255178.3K $0.00 %0.09 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 39,215182.3K $0.00 %0.09 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 37,419174K $0.01 %0.08 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 30,009160.5K $0.01 %0.07 %as of Feb 28, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 28,780133.8K $0.00 %0.06 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 28,593133K $0.01 %0.06 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 28,219125K $0.00 %0.06 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 26,942119.4K $0.00 %0.06 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 23,800110.7K $0.01 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 23,471125.6K $0.00 %0.05 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 22,903106.5K $0.00 %0.05 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 22,305119.3K $0.00 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 21,23194.1K $0.00 %0.05 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 20,42090.5K $0.00 %0.05 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 19,89788.1K $0.01 %0.04 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 19,43090.3K $0.00 %0.04 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 18,10084.2K $0.01 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 16,86974.7K $0.01 %0.04 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 16,25075.6K $0.00 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 15,60083.5K $0.01 %0.03 %as of Feb 28, 2026 ↗
Small Cap Index Fund Northern Funds 15,57072.4K $0.01 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 14,44364K $0.00 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 14,29466.5K $0.00 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 13,29261.8K $0.00 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 12,01955.9K $0.01 %0.03 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 10,45248.6K $0.01 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 9,48850.8K $0.01 %0.02 %as of Feb 28, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 9,31743.3K $0.00 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 8,41439.1K $0.01 %0.02 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,80041.7K $0.00 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,65133.9K $0.00 %0.02 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 7,38634.3K $0.01 %0.02 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 7,31732.4K $0.01 %0.02 %as of Apr 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 6,95432.3K $0.02 %0.02 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 6,29633.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 5,84827.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 5,60326.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 5,40825.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 5,20023K $0.00 %0.01 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,12622.7K $0.01 %0.01 %as of Apr 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 5,00023.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,94023K $0.01 %0.01 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 4,85522.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 4,83522.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 4,81421.3K $0.00 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,66621.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 4,66425K $0.02 %0.01 %as of Feb 28, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 4,29620K $0.00 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 4,17219.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 3,85217.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,73717.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,73716.6K $0.00 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,70919.8K $0.00 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 3,70016.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 3,64817K $0.01 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 3,59316.7K $0.00 %0.01 %as of Mar 31, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 3,30015.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 3,27215.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 3,04916.3K $0.00 %0.01 %as of Feb 28, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,80712.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,69012.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,68312.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,54811.8K $0.00 %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
Third Avenue Small-Cap Value Fund Third Avenue Trust 2.96 %as of Apr 30, 2026 ↗
1290 Essex Small Cap Growth Fund 1290 Funds 0.39 %as of Apr 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.24 %as of Mar 31, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 0.14 %as of Mar 31, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 0.06 %as of Mar 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 0.05 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.04 %as of Mar 31, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 0.03 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 0.03 %as of Feb 27, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 0.02 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2137-69,536,204-8.7 %
2026Q1143-410,442,309-13.1 %
2025Q4147+412,015,641-7.7 %
2025Q3143-2013,015,763-5.8 %
2025Q2163-2813,816,155-29.0 %
2025Q1191-2019,459,913+1.5 %
2024Q4211-1019,181,491-4.4 %
2024Q3221-920,064,239-5.7 %
2024Q2230+621,278,198+1.1 %
2024Q1224-121,044,151+0.9 %
2023Q422520,857,281

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.3,917,79818.2M $as of Mar 31, 2026
Western Standard LLC2,247,59110.5M $as of Mar 31, 2026
Prescott Group Capital Management, L.L.C.1,592,5877.4M $as of Mar 31, 2026
Wolf Hill Capital Management, LP1,470,3346.8M $as of Mar 31, 2026
GENDELL JEFFREY L1,413,2126.6M $as of Mar 31, 2026
THIRD AVENUE MANAGEMENT LLC1,341,2116.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,310,1326.1M $as of Mar 31, 2026
Bain Capital Credit, LP1,108,0125.2M $as of Mar 31, 2026
MARSHALL WACE, LLP1,065,3355M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,022,4384.8M $as of Mar 31, 2026
STATE STREET CORP941,4044.4M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC884,2724.1M $as of Mar 31, 2026
Nuveen, LLC800,2533.7M $as of Mar 31, 2026
JANE STREET GROUP, LLC764,3843.6M $as of Mar 31, 2026
Caption Management, LLC642,5973M $as of Mar 31, 2026
Bracebridge Capital, LLC579,2342.7M $as of Mar 31, 2026
RIHO Partners, LLC546,5692.5M $as of Mar 31, 2026
CITADEL ADVISORS LLC431,8092M $as of Mar 31, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC418,2031.9M $as of Mar 31, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP390,1931.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC346,2931.6M $as of Mar 31, 2026
IPG Investment Advisors LLC325,6161.5M $as of Mar 31, 2026
Brooklyn Investment Group325,3511.5M $as of Mar 31, 2026
NORTHERN TRUST CORP322,3481.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC295,3441.4M $as of Mar 31, 2026

Declared shareholders of Octave Specialty Group 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.

ShareholderDeclared stakeShares
Western Standard LLC 4.99 %2,247,591as of Mar 31, 2026 · SCHEDULE 13G
JANE STREET GROUP, LLC and 3 others1.70 %771,384as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Octave Specialty Group Inc". https://titelia.com/en/stocks/octave-specialty-group-inc-US0231398845