Fund shareholders of Research Solutions Inc/CA
ISIN US7610251057 · United States · LEI 549300TYWPCKGK141Q94
- Fund shareholders
- 25
- Of which ETFs
- 5 20 other funds
- Value held
- 11.7M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Needham Funds Inc | 3,155,000 | 7.1M $ | 0.45 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 826,297 | 1.9M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II | 305,518 | 708.8K $ | 0.39 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 262,279 | 592.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| The Adirondack Small Cap Fund Adirondack Funds | 196,979 | 445.2K $ | 0.89 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 140,079 | 325K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 71,153 | 160.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 45,632 | 105.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 35,328 | 82K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 26,087 | 59K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 18,808 | 42.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 18,069 | 45.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 16,973 | 39.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 5,334 | 12.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,781 | 12.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,309 | 10.9K $ | as of Apr 30, 2026 ↗ | |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 3,943 | 10K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 3,825 | 9.7K $ | as of Apr 30, 2026 ↗ | |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,554 | 8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,464 | 8.8K $ | as of Apr 30, 2026 ↗ | |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,010 | 6.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 2,711 | 6.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 2,530 | 6.4K $ | as of Apr 30, 2026 ↗ | |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,175 | 5.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,852 | 4.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| The Adirondack Small Cap Fund Adirondack Funds | 0.89 % | as of Mar 31, 2026 ↗ |
| Needham Aggressive Growth Fund Needham Funds Inc | 0.45 % | as of Mar 31, 2026 ↗ |
| North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II | 0.39 % | as of Feb 28, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 0.00 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 25 | +1 | 5,159,690 | +2.0 % |
| 2026Q1 | 24 | -2 | 5,057,286 | -2.2 % |
| 2025Q4 | 26 | -1 | 5,172,889 | -0.8 % |
| 2025Q3 | 27 | +6 | 5,212,287 | -0.6 % |
| 2025Q2 | 21 | +2 | 5,241,525 | +1.8 % |
| 2025Q1 | 19 | +2 | 5,147,930 | -4.9 % |
| 2024Q4 | 17 | +1 | 5,412,692 | +3.2 % |
| 2024Q3 | 16 | 0 | 5,242,828 | +22.2 % |
| 2024Q2 | 16 | +1 | 4,290,739 | +33.6 % |
| 2024Q1 | 15 | 0 | 3,211,717 | +20.4 % |
| 2023Q4 | 15 | 2,667,519 |
Institutional managers
36 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| NEEDHAM INVESTMENT MANAGEMENT LLC | 3,155,000 | 7.1M $ | as of Mar 31, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2,552,455 | 5.8M $ | as of Mar 31, 2026 |
| Luxor Capital Group, LP | 651,959 | 1.5M $ | as of Mar 31, 2026 |
| BARD ASSOCIATES INC | 608,402 | 1.4M $ | as of Mar 31, 2026 |
| Topline Capital Management, LLC | 461,177 | 1M $ | as of Mar 31, 2026 |
| PARTHENON LLC | 392,284 | 886.6K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 335,159 | 757.6K $ | as of Mar 31, 2026 |
| North Star Investment Management Corp. | 333,518 | 753.8K $ | as of Mar 31, 2026 |
| Dynamic Advisor Solutions LLC | 317,692 | 718K $ | as of Mar 31, 2026 |
| Navalign, LLC | 251,126 | 567.5K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 176,900 | 399.8K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 146,307 | 330.7K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 120,238 | 271.7K $ | as of Mar 31, 2026 |
| Hillsdale Investment Management Inc. | 86,000 | 194.4K $ | as of Mar 31, 2026 |
| 4Thought Financial Group Inc. | 83,406 | 188.5K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 77,962 | 176.2K $ | as of Mar 31, 2026 |
| Integrated Quantitative Investments LLC | 72,500 | 163.9K $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 65,835 | 147 $ | as of Mar 31, 2026 |
| STATE STREET CORP | 58,807 | 132.9K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 56,619 | 128K $ | as of Mar 31, 2026 |
| Rothschild Wealth LLC | 51,300 | 115.9K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 46,627 | 105.4K $ | as of Mar 31, 2026 |
| Greenhaven Road Investment Management, L.P. | 38,477 | 87K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 35,740 | 80.8K $ | as of Mar 31, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 35,000 | 79.1K $ | as of Mar 31, 2026 |
Declared shareholders of Research Solutions Inc/CA
1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Poplar Point Capital Management LLC and 3 others | 7.08 % | 2,329,374 | as of Mar 31, 2026 · SCHEDULE 13G |
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