Fund shareholders of Stoneridge Inc
ISIN US86183P1021 · United States · LEI PNBCIH9LE7WI83VJIF08
- Fund shareholders
- 86
- Of which ETFs
- 17 69 other funds
- Value held
- 41.1M $
- Share of capital
- 22.9 % of 28.5M shares on Aug 3, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 936,565 | 6.6M $ | 0.35 % | 3.28 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 804,492 | 3.9M $ | 0.00 % | 2.82 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 725,380 | 5.7M $ | 0.02 % | 2.54 % | as of Feb 28, 2026 ↗ |
| Meridian Small Cap Growth Fund Meridian Fund Inc | 386,041 | 1.9M $ | 0.79 % | 1.35 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 305,900 | 1.5M $ | 0.00 % | 1.07 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 295,788 | 2.1M $ | 0.01 % | 1.04 % | as of Apr 30, 2026 ↗ |
| Royce Micro-Cap Fund ROYCE FUND | 211,241 | 1M $ | 0.32 % | 0.74 % | as of Mar 31, 2026 ↗ |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 200,000 | 966K $ | 0.02 % | 0.70 % | as of Mar 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 173,113 | 1.2M $ | 0.02 % | 0.61 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 147,435 | 1.2M $ | 0.00 % | 0.52 % | as of Feb 28, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 137,398 | 961.8K $ | 0.10 % | 0.48 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 136,023 | 1.1M $ | 0.01 % | 0.48 % | as of Feb 28, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 127,915 | 895.4K $ | 0.01 % | 0.45 % | as of Apr 30, 2026 ↗ |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 111,067 | 876.3K $ | 0.01 % | 0.39 % | as of Feb 28, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 101,833 | 491.9K $ | 0.02 % | 0.36 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 96,758 | 677.3K $ | 0.00 % | 0.34 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 94,843 | 663.9K $ | 0.00 % | 0.33 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 87,929 | 693.8K $ | 0.02 % | 0.31 % | as of Feb 27, 2026 ↗ |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 85,580 | 675.2K $ | 0.44 % | 0.30 % | as of Feb 28, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 82,056 | 574.4K $ | 0.00 % | 0.29 % | as of Apr 30, 2026 ↗ |
| Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 72,052 | 348K $ | 0.34 % | 0.25 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 68,655 | 331.6K $ | 0.03 % | 0.24 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 63,100 | 304.8K $ | 0.36 % | 0.22 % | as of Mar 31, 2026 ↗ |
| Dunham Small Cap Value Fund Dunham Funds | 62,495 | 437.5K $ | 0.46 % | 0.22 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 59,927 | 419.5K $ | 0.00 % | 0.21 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 59,726 | 471.2K $ | 0.02 % | 0.21 % | as of Feb 28, 2026 ↗ |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | 59,000 | 285K $ | 0.02 % | 0.21 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 52,329 | 252.7K $ | 0.04 % | 0.18 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 47,211 | 372.5K $ | 0.00 % | 0.17 % | as of Feb 28, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 43,900 | 212K $ | 0.02 % | 0.15 % | as of Mar 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 42,155 | 332.6K $ | 0.03 % | 0.15 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 39,999 | 315.6K $ | 0.00 % | 0.14 % | as of Feb 28, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 36,185 | 174.8K $ | 0.08 % | 0.13 % | as of Mar 31, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 33,489 | 161.8K $ | 0.00 % | 0.12 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 32,000 | 154.6K $ | 0.13 % | 0.11 % | as of Mar 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 28,539 | 137.8K $ | 0.02 % | 0.10 % | as of Mar 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 28,266 | 223K $ | 0.00 % | 0.10 % | as of Feb 28, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 27,990 | 135.2K $ | 0.04 % | 0.10 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 27,046 | 130.6K $ | 0.00 % | 0.09 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 26,748 | 187.2K $ | 0.00 % | 0.09 % | as of Apr 30, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 26,324 | 127.1K $ | 0.07 % | 0.09 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 25,193 | 121.7K $ | 0.00 % | 0.09 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 25,000 | 175K $ | 0.00 % | 0.09 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 21,394 | 149.8K $ | 0.00 % | 0.08 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 21,236 | 102.6K $ | 0.01 % | 0.07 % | as of Mar 31, 2026 ↗ |
| TETON Westwood Mighty Mites Fund Teton Westwood Funds | 20,000 | 96.6K $ | 0.05 % | 0.07 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 18,241 | 88.1K $ | 0.00 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 17,256 | 136.1K $ | 0.00 % | 0.06 % | as of Feb 28, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 16,348 | 79K $ | 0.00 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 16,000 | 126.2K $ | 0.00 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 13,821 | 96.7K $ | 0.00 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 12,530 | 98.9K $ | 0.01 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 12,495 | 87.5K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,686 | 67.8K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 9,390 | 65.7K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 8,030 | 63.4K $ | 0.21 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 6,606 | 31.9K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 6,490 | 31.3K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 6,300 | 44.1K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 6,260 | 43.8K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,645 | 39.5K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 5,016 | 24.2K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 4,459 | 21.5K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 4,220 | 29.5K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 4,093 | 28.7K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,532 | 17.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,377 | 23.6K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 3,300 | 23.1K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 3,200 | 15.5K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 3,102 | 21.7K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 3,090 | 14.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 3,045 | 14.7K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 2,947 | 20.6K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,727 | 13.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 2,330 | 18.4K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,012 | 9.7K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 1,820 | 8.8K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,776 | 8.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,672 | 8.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,607 | 11.2K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,089 | 8.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 747 | 3.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 587 | 2.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 554 | 4.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 263 | 1.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 147 | 1K $ | 0.00 % | 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 | |
|---|---|---|
| Meridian Small Cap Growth Fund Meridian Fund Inc | 0.79 % | as of Mar 31, 2026 ↗ |
| Dunham Small Cap Value Fund Dunham Funds | 0.46 % | as of Apr 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 0.44 % | as of Feb 28, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.36 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 0.35 % | as of Apr 30, 2026 ↗ |
| Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 0.34 % | as of Mar 31, 2026 ↗ |
| Royce Micro-Cap Fund ROYCE FUND | 0.32 % | as of Mar 31, 2026 ↗ |
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 0.21 % | as of Feb 28, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.13 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 0.10 % | 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 | 86 | -3 | 6,523,126 | +0.6 % |
| 2026Q1 | 89 | -11 | 6,481,840 | +0.6 % |
| 2025Q4 | 100 | -27 | 6,445,310 | -9.5 % |
| 2025Q3 | 127 | -41 | 7,118,530 | -17.7 % |
| 2025Q2 | 168 | -11 | 8,646,652 | -7.5 % |
| 2025Q1 | 179 | -18 | 9,349,725 | -23.7 % |
| 2024Q4 | 197 | -3 | 12,255,604 | +2.4 % |
| 2024Q3 | 200 | -9 | 11,969,026 | -2.3 % |
| 2024Q2 | 209 | +2 | 12,252,424 | +3.1 % |
| 2024Q1 | 207 | -11 | 11,880,805 | -1.9 % |
| 2023Q4 | 218 | 12,116,555 |
Institutional managers
109 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| 22NW, LP | 2,466,975 | 11.9M $ | as of Mar 31, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | 1,365,054 | 5.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,217,974 | 5.9M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 1,185,600 | 5.7M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,169,605 | 5.6M $ | as of Mar 31, 2026 |
| AYAL Capital Advisors Ltd | 1,089,000 | 5.3M $ | as of Mar 31, 2026 |
| ArrowMark Colorado Holdings LLC | 938,827 | 4.5M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 858,465 | 4.1M $ | as of Mar 31, 2026 |
| EVR Research LP | 770,000 | 3.7M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 736,285 | 3.6M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 718,857 | 3.5K $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 667,553 | 3.2M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 577,110 | 2.8M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 536,065 | 2.6M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 402,304 | 1.9M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 388,044 | 1.9M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 373,594 | 1.8M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 365,010 | 1.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 337,424 | 1.6M $ | as of Mar 31, 2026 |
| Man Group plc | 297,733 | 1.4M $ | as of Mar 31, 2026 |
| Assenagon Asset Management S.A. | 289,125 | 1.4M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 284,900 | 1.4M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 263,679 | 1.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 257,395 | 1.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 241,475 | 1.2M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Stoneridge Inc". https://titelia.com/en/stocks/stoneridge-inc-US86183P1021