Titelia

Fund shareholders of Stagwell Inc

ISIN US85256A1097 · United States · LEI 549300KIYTU6J3NYJ009

Fund shareholders
180
Of which ETFs
46 134 other funds
Value held
335.2M $
Share of capital
17.7 % of 244.5M shares on Jul 22, 2026
FundSharesValueWeight in fundShare of capital
Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 5,581,01741.5M $5.09 %2.28 %as of Jun 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 4,768,24840.3M $1.08 %1.95 %as of Jul 31, 2026 ↗
Hotchkis & Wiley Opportunities Fund HOTCHKIS & WILEY FUNDS/DE/ 3,264,97024.3M $2.70 %1.34 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 3,193,92323.7M $0.00 %1.31 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,736,71220.3M $0.02 %1.12 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 1,673,06012.4M $0.73 %0.68 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,226,3179.1M $0.01 %0.50 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,142,2089.7M $0.03 %0.47 %as of Jul 31, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 944,8668M $0.62 %0.39 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 928,7046.9M $0.05 %0.38 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 828,7287M $0.04 %0.34 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 744,5616.3M $0.04 %0.30 %as of Jul 31, 2026 ↗
HW Opportunities MP Fund HOTCHKIS & WILEY FUNDS/DE/ 729,0605.4M $6.64 %0.30 %as of Jun 30, 2026 ↗
Boston Partners Small Cap Value Fund II RBB Fund, Inc. 698,9074.9M $0.60 %0.29 %as of May 31, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 652,8745.5M $0.88 %0.27 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 591,7175M $0.03 %0.24 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 568,9254M $0.01 %0.23 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 561,6323.9M $0.02 %0.23 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 531,9463.7M $0.02 %0.22 %as of May 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 519,3164.4M $0.03 %0.21 %as of Jul 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 487,3003.6M $0.40 %0.20 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 486,4453.6M $0.17 %0.20 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 485,5694.1M $0.05 %0.20 %as of Jul 31, 2026 ↗
VANGUARD COMMUNICATION SERVICES INDEX FUND VANGUARD WORLD FUND 461,1343.2M $0.05 %0.19 %as of May 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 457,4453.9M $0.05 %0.19 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 456,7563.9M $0.03 %0.19 %as of Jul 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 352,2213M $0.22 %0.14 %as of Jul 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 325,4002.4M $0.18 %0.13 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 317,6792.7M $0.13 %0.13 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 298,7102.5M $0.01 %0.12 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 262,3412.2M $0.18 %0.11 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 253,3252.1M $0.03 %0.10 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 236,3101.8M $0.13 %0.10 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 233,1601.6M $0.06 %0.10 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 210,0681.6M $0.22 %0.09 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 205,9841.4M $0.00 %0.08 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 203,9871.7M $0.06 %0.08 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 196,7161.7M $0.00 %0.08 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 195,4491.5M $0.02 %0.08 %as of Jun 30, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 177,5621.3M $0.22 %0.07 %as of Jun 30, 2026 ↗
Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust 175,1671.2M $1.13 %0.07 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 165,4091.2M $0.00 %0.07 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 158,3321.1M $0.00 %0.06 %as of May 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 149,6001M $0.08 %0.06 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 141,3271.1M $0.00 %0.06 %as of Jun 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 141,0651M $0.09 %0.06 %as of Jun 30, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 138,9061.2M $0.18 %0.06 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 137,9631M $0.05 %0.06 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 131,1651.1M $0.03 %0.05 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 126,0331.1M $0.00 %0.05 %as of Jul 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 121,485902.6K $0.46 %0.05 %as of Jun 30, 2026 ↗
Fidelity MSCI Communication Services Index ETF FIDELITY COVINGTON TRUST 120,5861M $0.06 %0.05 %as of Jul 31, 2026 ↗
Small Cap Value Fund Northern Funds 111,064825.2K $0.12 %0.05 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 110,968824.5K $0.02 %0.05 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 109,519767.7K $0.01 %0.04 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 101,725713.1K $0.04 %0.04 %as of May 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 94,859801.6K $0.01 %0.04 %as of Jul 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 90,100669.4K $0.10 %0.04 %as of Jun 30, 2026 ↗
AdvisorShares Insider Advantage ETF AdvisorShares Trust 87,700651.6K $1.15 %0.04 %as of Jun 30, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 85,596723.3K $0.13 %0.04 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 83,544705.9K $0.00 %0.03 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 72,718614.5K $0.07 %0.03 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 71,000527.5K $0.02 %0.03 %as of Jun 30, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 66,805496.4K $0.17 %0.03 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 65,020549.4K $0.01 %0.03 %as of Jul 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 64,507545.1K $0.09 %0.03 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 64,060541.3K $0.00 %0.03 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 61,114428.4K $0.00 %0.02 %as of May 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 58,129431.9K $0.13 %0.02 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 57,893489.2K $0.00 %0.02 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 57,810429.5K $0.02 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 54,616405.8K $1.51 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 53,021393.9K $0.02 %0.02 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 52,337388.9K $0.00 %0.02 %as of Jun 30, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 51,590361.6K $0.02 %0.02 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 50,958378.6K $0.00 %0.02 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 50,053422.9K $0.03 %0.02 %as of Jul 31, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 49,733369.5K $0.40 %0.02 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 48,990364K $0.00 %0.02 %as of Jun 30, 2026 ↗
Small Cap Value Fund VALIC Co I 48,135337.4K $0.13 %0.02 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 46,887396.2K $0.00 %0.02 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 45,486318.9K $0.05 %0.02 %as of May 31, 2026 ↗
Small Cap Index Fund VALIC Co I 45,435318.5K $0.02 %0.02 %as of May 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 45,217317K $0.03 %0.02 %as of May 31, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 41,600351.5K $0.27 %0.02 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 40,141339.2K $0.00 %0.02 %as of Jul 31, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 39,440293K $0.36 %0.02 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 39,425333.1K $0.01 %0.02 %as of Jul 31, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 38,744327.4K $0.02 %0.02 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 37,300277.1K $0.01 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 36,955274.6K $0.03 %0.02 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 35,144297K $0.01 %0.01 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 34,041252.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 32,898244.4K $0.02 %0.01 %as of Jun 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 31,479233.9K $0.10 %0.01 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 30,656227.8K $0.02 %0.01 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 30,599227.4K $0.02 %0.01 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 29,473249K $0.00 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 27,112229.1K $0.01 %0.01 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 25,000185.8K $0.01 %0.01 %as of Jun 30, 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
HW Opportunities MP Fund HOTCHKIS & WILEY FUNDS/DE/ 6.64 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 5.09 %as of Jun 30, 2026 ↗
Hotchkis & Wiley Opportunities Fund HOTCHKIS & WILEY FUNDS/DE/ 2.70 %as of Jun 30, 2026 ↗
ProShares Metaverse ETF ProShares Trust 2.36 %as of May 31, 2026 ↗
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 1.51 %as of Jun 30, 2026 ↗
AdvisorShares Insider Advantage ETF AdvisorShares Trust 1.15 %as of Jun 30, 2026 ↗
Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust 1.13 %as of May 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 1.08 %as of Jul 31, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 0.88 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 0.73 %as of Jun 30, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3180+343,289,722-1.3 %
2026Q2177+843,868,880+10.4 %
2026Q1169+239,729,464+3.1 %
2025Q4167+638,524,985+1.2 %
2025Q3161-1938,052,707+9.7 %
2025Q2180+1034,694,249+0.7 %
2025Q1170+1134,454,669+0.7 %
2024Q4159+834,228,182+1.2 %
2024Q3151+133,824,684-1.4 %
2024Q2150-234,297,399+4.8 %
2024Q1152+732,738,789+18.3 %
2023Q414527,666,252

Institutional managers

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

ManagerSharesValue
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC23,058,057145M $as of Mar 31, 2026
Madison Avenue Partners, LP8,014,32250.4M $as of Mar 31, 2026
BlackRock, Inc.7,822,70649.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP5,035,32031.7M $as of Mar 31, 2026
ADW Capital Management, LLC5,000,00031.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC4,380,96727.6M $as of Mar 31, 2026
Boston Partners3,584,99022.5M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,879,48218.1M $as of Mar 31, 2026
JPMORGAN CHASE & CO2,693,77316.8M $as of Mar 31, 2026
STATE STREET CORP2,298,43414.5M $as of Mar 31, 2026
Penn Capital Management Company, LLC2,160,47913.6M $as of Mar 31, 2026
UBS Group AG2,083,18513.1M $as of Mar 31, 2026
CIDEL ASSET MANAGEMENT INC2,039,68012.8M $as of Mar 31, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC1,732,59411.6M $as of Mar 31, 2026
JANE STREET GROUP, LLC1,629,93210.3M $as of Mar 31, 2026
HighTower Advisors, LLC1,594,51310M $as of Mar 31, 2026
ABLE Financial Group, LLC1,557,1599.8M $as of Mar 31, 2026
NEW YORK STATE COMMON RETIREMENT FUND1,315,9578.3M $as of Mar 31, 2026
First Pacific Advisors, LP1,191,9187.5M $as of Mar 31, 2026
NORTHERN TRUST CORP1,133,0867.1M $as of Mar 31, 2026
Stanley Capital Management, LLC950,3426M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC906,7145.7M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC780,3504.9M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC757,7474.8M $as of Mar 31, 2026
HARBOR CAPITAL ADVISORS, INC.746,5274.7K $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of Stagwell Inc". https://titelia.com/en/stocks/stagwell-inc-US85256A1097