Fund shareholders of Tecogen Inc
ISIN US87876P2011 · United States
- Fund shareholders
- 19
- Of which ETFs
- 2 17 other funds
- Value held
- ≈ 11.1M $ 10.7M $ · 4.2K € · 3.9M SEK
- Share of capital
- 6.8 % of 30.2M shares on Aug 13, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 748,390 | 4.6M $ | 0.00 % | 2.48 % | as of May 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 579,798 | 3M $ | 0.00 % | 1.92 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 189,154 | 987.4K $ | 0.00 % | 0.63 % | as of Jun 30, 2026 ↗ |
| MetaSpace Fund Nowo Fund Management AB | 161,572 | 3.9M SEK | 1.41 % | 0.54 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 87,813 | 545.3K $ | 0.00 % | 0.29 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 62,527 | 326.4K $ | 0.02 % | 0.21 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 46,949 | 245.1K $ | 0.00 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 33,048 | 172.5K $ | 0.12 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 28,880 | 179.3K $ | 0.00 % | 0.10 % | as of May 31, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 25,834 | 134.9K $ | 0.11 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 25,754 | 159.9K $ | 0.00 % | 0.09 % | as of May 31, 2026 ↗ |
| Gabelli Global Mini Mites Fund GAMCO Global Series Funds, Inc | 20,000 | 104.4K $ | 0.39 % | 0.07 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 11,037 | 57.6K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 8,681 | 45.3K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 5,837 | 19.4K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,324 | 17.7K $ | 0.02 % | as of Jul 31, 2026 ↗ | |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 4,158 | 21.7K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 2,095 | 7K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| GLOBAL MIX FUND, F.I. SOLVENTIS S.G.I.I.C., S.A. | 4.2K € | 0.03 % | 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 | |
|---|---|---|
| MetaSpace Fund Nowo Fund Management AB | 1.41 % | as of Mar 31, 2026 ↗ |
| Gabelli Global Mini Mites Fund GAMCO Global Series Funds, Inc | 0.39 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.12 % | as of Jun 30, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 0.11 % | as of Jun 30, 2026 ↗ |
| GLOBAL MIX FUND, F.I. SOLVENTIS S.G.I.I.C., S.A. | 0.03 % | as of Dec 31, 2025 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 0.00 % | as of May 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 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 | 17 | 0 | 1,885,279 | +35.9 % |
| 2026Q2 | 17 | 0 | 1,387,146 | -9.3 % |
| 2026Q1 | 17 | -3 | 1,529,452 | -1.0 % |
| 2025Q4 | 20 | +12 | 1,544,346 | +33.2 % |
| 2025Q3 | 8 | 1,159,288 |
Institutional managers
58 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BARD ASSOCIATES INC | 688,309 | 1.8M $ | as of Mar 31, 2026 |
| Clear Harbor Asset Management, LLC | 650,000 | 1.7M $ | as of Mar 31, 2026 |
| Portolan Capital Management, LLC | 443,555 | 1.1M $ | as of Mar 31, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | 420,000 | 1.1M $ | as of Mar 31, 2026 |
| Arosa Capital Management LP | 350,000 | 896K $ | as of Mar 31, 2026 |
| Palisades Investment Partners, LLC | 333,907 | 854.8K $ | as of Mar 31, 2026 |
| UBS Group AG | 319,836 | 818.8K $ | as of Mar 31, 2026 |
| Meros Investment Management, LP | 291,705 | 746.8K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 272,300 | 697.1K $ | as of Mar 31, 2026 |
| GENDELL JEFFREY L | 245,541 | 628.6K $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 218,380 | 559.1K $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 207,467 | 531.1K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 192,002 | 491.8K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 185,794 | 475.6K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 184,779 | 473K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 147,472 | 377.5K $ | as of Mar 31, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | 137,200 | 351.2K $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 132,665 | 339.6K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 117,342 | 300.4K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 109,457 | 280.2K $ | as of Mar 31, 2026 |
| THOMPSON DAVIS & CO., INC. | 99,000 | 253.4K $ | as of Mar 31, 2026 |
| GSA CAPITAL PARTNERS LLP | 94,170 | 241 $ | as of Mar 31, 2026 |
| Granahan Investment Management, LLC | 88,496 | 226.6K $ | as of Mar 31, 2026 |
| GROUP ONE TRADING LLC | 83,922 | 214.8K $ | as of Mar 31, 2026 |
| Apis Capital Advisors, LLC | 77,000 | 197.1K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Tecogen Inc". https://titelia.com/en/stocks/tecogen-inc-US87876P2011