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Fund shareholders of Tecogen Inc

ISIN US87876P2011 · United States

Fund shareholders
19
Of which ETFs
1 18 other funds
Value held
4M $ 4.2K € · 3.9M SEK
Share of capital
5.1 % of 30.2M shares on Aug 13, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 579,7981.5M $0.00 %1.92 %as of Mar 31, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 317,9431.1M $0.00 %1.05 %as of Feb 28, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 170,448436.3K $0.00 %0.56 %as of Mar 31, 2026
MetaSpace Fund Nowo Fund Management AB 161,5723.9M SEK1.41 %0.54 %as of Mar 31, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 88,511307.1K $0.00 %0.29 %as of Feb 28, 2026
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 37,30395.5K $0.00 %0.12 %as of Mar 31, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 33,04884.6K $0.07 %0.11 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 28,880100.2K $0.00 %0.10 %as of Feb 28, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 24,45984.9K $0.00 %0.08 %as of Feb 28, 2026
ACUITAS US MICROCAP FUND FORUM FUNDS II 21,59555.3K $0.06 %0.07 %as of Mar 31, 2026
Gabelli Global Mini Mites Fund GAMCO Global Series Funds, Inc 20,00051.2K $0.23 %0.07 %as of Mar 31, 2026
Embark Small Cap Equity Fund Harbor Funds II 18,00486.1K $0.02 %0.06 %as of Apr 30, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 14,20236.4K $0.00 %0.05 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 11,03728.3K $0.04 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 8,68122.2K $0.00 %0.03 %as of Mar 31, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 5,83727.9K $0.00 %0.02 %as of Apr 30, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 5,32425.4K $0.00 %0.02 %as of Apr 30, 2026
Victory Extended Market Index Fund Victory Portfolios III 2,0769.9K $0.00 %0.01 %as of Apr 30, 2026
GLOBAL MIX FUND, F.I. SOLVENTIS S.G.I.I.C., S.A. 4.2K €0.03 %as of Dec 31, 2025

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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.

FundWeight 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 0.23 %as of Mar 31, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.07 %as of Mar 31, 2026
ACUITAS US MICROCAP FUND FORUM FUNDS II 0.06 %as of Mar 31, 2026
GLOBAL MIX FUND, F.I. SOLVENTIS S.G.I.I.C., S.A. 0.03 %as of Dec 31, 2025
Embark Small Cap Equity Fund Harbor Funds II 0.02 %as of Apr 30, 2026
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 0.00 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 0.00 %as of Apr 30, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 0.00 %as of Feb 28, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 0.00 %as of Feb 28, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q21701,387,146-9.3 %
2026Q117-31,529,452-1.0 %
2025Q420+121,544,346+33.2 %
2025Q381,159,288

Institutional managers

58 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BARD ASSOCIATES INC688,3091.8M $as of Mar 31, 2026
Clear Harbor Asset Management, LLC650,0001.7M $as of Mar 31, 2026
Portolan Capital Management, LLC443,5551.1M $as of Mar 31, 2026
HERALD INVESTMENT MANAGEMENT Ltd420,0001.1M $as of Mar 31, 2026
Arosa Capital Management LP350,000896K $as of Mar 31, 2026
Palisades Investment Partners, LLC333,907854.8K $as of Mar 31, 2026
UBS Group AG319,836818.8K $as of Mar 31, 2026
Meros Investment Management, LP291,705746.8K $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC272,300697.1K $as of Mar 31, 2026
GENDELL JEFFREY L245,541628.6K $as of Mar 31, 2026
Integrated Wealth Concepts LLC218,380559.1K $as of Mar 31, 2026
MARSHALL WACE, LLP207,467531.1K $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC192,002491.8K $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC185,794475.6K $as of Mar 31, 2026
BlackRock, Inc.184,779473K $as of Mar 31, 2026
CITADEL ADVISORS LLC147,472377.5K $as of Mar 31, 2026
NEW YORK STATE COMMON RETIREMENT FUND137,200351.2K $as of Mar 31, 2026
HighTower Advisors, LLC132,665339.6K $as of Mar 31, 2026
JANE STREET GROUP, LLC117,342300.4K $as of Mar 31, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP109,457280.2K $as of Mar 31, 2026
THOMPSON DAVIS & CO., INC.99,000253.4K $as of Mar 31, 2026
GSA CAPITAL PARTNERS LLP94,170241 $as of Mar 31, 2026
Granahan Investment Management, LLC88,496226.6K $as of Mar 31, 2026
GROUP ONE TRADING LLC83,922214.8K $as of Mar 31, 2026
Apis Capital Advisors, LLC77,000197.1K $as of Mar 31, 2026

Declared shareholders of Tecogen Inc

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Portolan Capital Management, LLC and 1 other5.19 %1,552,232as of Jun 3, 2026 · SCHEDULE 13G
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