Fund shareholders of Powell Industries Inc
ISIN US7391281067 · United States · LEI 549300V08RO7MX2UBN26
- Fund shareholders
- 338
- Of which ETFs
- 100 238 other funds
- Value held
- 2.7B $ 24.8M SEK · 138.4K €
- Share of capital
- 17.2 % of 36.4M shares on Aug 3, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 153 | 80.1K $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST | 150 | 78.5K $ | 1.11 % | 0.00 % | as of Feb 28, 2026 ↗ |
| S&P SmallCap 600 Pure Growth Fund Rydex Series Funds | 141 | 76.3K $ | 1.54 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 141 | 76.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 133 | 72K $ | 0.74 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LISANTI SMALL CAP GROWTH FUND FORUM FUNDS | 130 | 70.3K $ | 0.51 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II | 124 | 64.9K $ | 2.29 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 103 | 53.9K $ | 0.22 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 96 | 51.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avanza Impact by Circulus Avanza Fonder AB | 93 | 479.4K SEK | 0.82 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 87 | 24.1K $ | 0.21 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 84 | 23.3K $ | 0.30 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds | 76 | 41.1K $ | 0.72 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 74 | 40K $ | 0.56 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 70 | 37.9K $ | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 56 | 30.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 52 | 14.4K $ | 0.18 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 47 | 25.4K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 44 | 12.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 40 | 21.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 38 | 19.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 34 | 18.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust | 33 | 17.9K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 32 | 17.3K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Texas Equity ETF iShares Trust | 29 | 15.7K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 24 | 13K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 22 | 11.9K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II | 20 | 10.8K $ | 2.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 18 | 9.7K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 13 | 7K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 10 | 5.2K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 10 | 5.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 9 | 4.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 5 | 2.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 3 | 1.6K $ | 0.14 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 2 | 1.1K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 2 | 1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| NORTH CAPE INVERSIONES, S.A., SICAV ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 138.4K € | 1.10 % | as of Dec 31, 2025 ↗ |
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 | |
|---|---|---|
| Tema American Reshoring ETF Tema ETF Trust | 6.66 % | as of Feb 28, 2026 ↗ |
| Tema Electrification ETF Tema ETF Trust | 6.39 % | as of Feb 28, 2026 ↗ |
| Vistashares Electrification Supercycle ETF Tidal Trust III | 5.01 % | as of Feb 28, 2026 ↗ |
| Pacer US Small Cap Cash Cows Growth Leaders ETF Pacer Funds Trust | 5.00 % | as of Apr 30, 2026 ↗ |
| TCW Transform Systems ETF TCW ETF Trust | 4.37 % | as of Apr 30, 2026 ↗ |
| AMG GW&K Small Cap Growth Fund AMG Funds IV | 3.09 % | as of Apr 30, 2026 ↗ |
| Hodges Fund NORTHERN LIGHTS FUND TRUST II | 3.06 % | as of Mar 31, 2026 ↗ |
| Hodges Small Intrinsic Value Fund NORTHERN LIGHTS FUND TRUST II | 2.83 % | as of Mar 31, 2026 ↗ |
| DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust | 2.77 % | as of Apr 30, 2026 ↗ |
| Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST | 2.55 % | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 335 | +27 | 6,262,875 | +43.5 % |
| 2026Q1 | 308 | -4 | 4,364,433 | -0.6 % |
| 2025Q4 | 312 | +14 | 4,392,744 | +2.1 % |
| 2025Q3 | 298 | -6 | 4,302,710 | +3.3 % |
| 2025Q2 | 304 | 0 | 4,166,343 | -3.7 % |
| 2025Q1 | 304 | +12 | 4,325,757 | +7.4 % |
| 2024Q4 | 292 | +10 | 4,029,538 | -18.3 % |
| 2024Q3 | 282 | +17 | 4,932,211 | -2.4 % |
| 2024Q2 | 265 | +20 | 5,052,463 | +15.9 % |
| 2024Q1 | 245 | -1 | 4,359,172 | -8.4 % |
| 2023Q4 | 246 | 4,757,460 |
Institutional managers
467 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,406,073 | 760.8M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 516,551 | 279.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 362,437 | 196.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 323,595 | 175.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 271,996 | 147.2M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 256,915 | 139M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 242,857 | 131.4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 241,808 | 130.8M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 224,966 | 121.6M $ | as of Mar 31, 2026 |
| GW&K Investment Management, LLC | 200,535 | 108.5K $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 156,752 | 84.8M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 154,401 | 83.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 146,142 | 79.1M $ | as of Mar 31, 2026 |
| Voss Capital, LP | 136,000 | 73.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 126,455 | 68.4M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 123,940 | 67.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 112,416 | 60.8M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 99,917 | 54.1M $ | as of Mar 31, 2026 |
| Capital World Investors | 95,847 | 51.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 93,752 | 50.7M $ | as of Mar 31, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 93,640 | 50.7M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 90,797 | 49.1M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 88,227 | 47.7M $ | as of Mar 31, 2026 |
| Tidal Investments LLC | 87,643 | 47.4M $ | as of Mar 31, 2026 |
| Tema ETFs LLC | 84,682 | 45.8M $ | as of Mar 31, 2026 |
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Titelia. "Fund shareholders of Powell Industries Inc". https://titelia.com/en/stocks/powell-industries-inc-US7391281067