Fund shareholders of Orion Energy Systems Inc
ISIN US6862752077 · United States
- Fund shareholders
- 20
- Of which ETFs
- 4 16 other funds
- Value held
- 5.4M $
- Share of capital
- 12.8 % of 4.1M shares on Feb 4, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| North Star Opportunity Fund NORTHERN LIGHTS FUND TRUST II | 295,000 | 2.8M $ | 1.89 % | 7.21 % | as of May 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 84,610 | 989.1K $ | 2.07 % | as of Jun 30, 2026 ↗ | |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 40,033 | 468K $ | 0.00 % | 0.98 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 31,140 | 364K $ | 0.37 % | 0.76 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 19,208 | 182.5K $ | 0.00 % | 0.47 % | as of May 31, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 13,600 | 159K $ | 0.13 % | 0.33 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 11,904 | 139.2K $ | 0.01 % | 0.29 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 7,078 | 67.2K $ | 0.17 % | as of May 31, 2026 ↗ | |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 5,070 | 48.2K $ | 0.12 % | as of May 31, 2026 ↗ | |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 2,841 | 33.2K $ | 0.00 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 2,538 | 24.1K $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| Firsthand Alternative Energy Fund Firsthand Funds | 1,400 | 16.4K $ | 0.10 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,295 | 13.1K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 1,150 | 11.6K $ | 0.03 % | as of Jul 31, 2026 ↗ | |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,121 | 11.3K $ | 0.03 % | as of Jul 31, 2026 ↗ | |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,121 | 11.3K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,100 | 11.1K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,012 | 10.2K $ | 0.02 % | as of Jul 31, 2026 ↗ | |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 777 | 9.1K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 138 | 1.4K $ | 0.00 % | as of Jul 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 | |
|---|---|---|
| North Star Opportunity Fund NORTHERN LIGHTS FUND TRUST II | 1.89 % | as of May 31, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.37 % | as of Jun 30, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 0.13 % | as of Jun 30, 2026 ↗ |
| Firsthand Alternative Energy Fund Firsthand Funds | 0.10 % | as of Jun 30, 2026 ↗ |
| 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 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 0.00 % | as of Jul 31, 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 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 20 | +2 | 522,136 | +15.7 % |
| 2026Q2 | 18 | +6 | 451,295 | +18.1 % |
| 2026Q1 | 12 | +1 | 382,091 | +6.6 % |
| 2025Q4 | 11 | 358,319 |
Institutional managers
32 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| North Star Investment Management Corp. | 525,552 | 4.6M $ | as of Mar 31, 2026 |
| Tieton Capital Management, LLC | 266,476 | 2.3K $ | as of Mar 31, 2026 |
| GRACE & WHITE INC /NY | 241,387 | 2.1M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 178,469 | 1.6M $ | as of Mar 31, 2026 |
| MYDA Advisors LLC | 133,505 | 1.2M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 130,101 | 1.1M $ | as of Mar 31, 2026 |
| Manatuck Hill Partners, LLC | 71,428 | 624.3K $ | as of Mar 31, 2026 |
| US BANCORP \DE\ | 70,155 | 613.2K $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 56,924 | 497.5K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 40,098 | 350.5K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 27,150 | 237.3K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 24,209 | 211.6K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 23,940 | 209.2K $ | as of Mar 31, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 12,557 | 109.7K $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 12,376 | 108.2K $ | as of Mar 31, 2026 |
| XTX Topco Ltd | 11,194 | 97.8K $ | as of Mar 31, 2026 |
| Quadrature Capital Ltd | 10,080 | 88.1K $ | as of Mar 31, 2026 |
| IAG Wealth Partners, LLC | 1,700 | 14.9K $ | as of Mar 31, 2026 |
| Firsthand Capital Management, Inc. | 1,400 | 12.2K $ | as of Mar 31, 2026 |
| Axiom Investment Management LLC | 1,206 | 10.5K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 877 | 7.7K $ | as of Mar 31, 2026 |
| UBS Group AG | 420 | 3.7K $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 344 | 3K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 288 | 2.5K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 200 | 1.7K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Orion Energy Systems Inc". https://titelia.com/en/stocks/orion-energy-systems-inc-US6862752077