Funds holding United-Guardian Inc
ISIN US9105711082 · United States
- Fund holders
- 28
- Of which ETFs
- 5 23 other funds
- Value held
- 3.5M $
- Share of capital
- 10.8 % of 4.6M shares on Aug 3, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 156,888 | 1.1M $ | 0.03 % | 3.41 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 90,264 | 644.5K $ | 1.96 % | as of Jun 30, 2026 ↗ | |
| TETON Westwood Mighty Mites Fund Teton Westwood Funds | 53,761 | 383.9K $ | 0.18 % | 1.17 % | as of Jun 30, 2026 ↗ |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | 38,000 | 271.3K $ | 0.01 % | 0.83 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 36,009 | 257.1K $ | 0.00 % | 0.78 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 32,274 | 227.5K $ | 0.00 % | 0.70 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 18,071 | 125.1K $ | 0.00 % | 0.39 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 11,161 | 79.7K $ | 0.01 % | 0.24 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 10,372 | 73.1K $ | 0.00 % | 0.23 % | as of Jul 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 8,466 | 60.4K $ | 0.04 % | 0.18 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,416 | 59.3K $ | 0.00 % | 0.18 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 5,228 | 36.2K $ | 0.11 % | as of May 31, 2026 ↗ | |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,655 | 32.8K $ | 0.00 % | 0.10 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 4,379 | 30.3K $ | 0.10 % | as of May 31, 2026 ↗ | |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 3,342 | 23.6K $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 3,073 | 21.3K $ | 0.00 % | 0.07 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 2,067 | 14.8K $ | 0.04 % | as of Jun 30, 2026 ↗ | |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,625 | 11.5K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,622 | 11.4K $ | 0.04 % | as of Jul 31, 2026 ↗ | |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,437 | 10.1K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,147 | 8.1K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 859 | 6.1K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 544 | 3.9K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 340 | 2.4K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 311 | 2.2K $ | 0.01 % | as of Jul 31, 2026 ↗ | |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 232 | 1.6K $ | 0.01 % | as of Jul 31, 2026 ↗ | |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 156 | 1.1K $ | 0.00 % | as of Jul 31, 2026 ↗ | |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 143 | 1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
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 | |
|---|---|---|
| TETON Westwood Mighty Mites Fund Teton Westwood Funds | 0.18 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.04 % | as of Jun 30, 2026 ↗ |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 0.03 % | as of Jun 30, 2026 ↗ |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 0.00 % | as of Jul 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 | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 28 | +7 | 494,842 | +0.7 % |
| 2026Q2 | 21 | -3 | 491,227 | +0.1 % |
| 2026Q1 | 24 | -5 | 490,568 | -0.6 % |
| 2025Q4 | 29 | 0 | 493,372 | -3.6 % |
| 2025Q3 | 29 | -1 | 511,773 | +0.3 % |
| 2025Q2 | 30 | +4 | 510,352 | +2.8 % |
| 2025Q1 | 26 | -3 | 496,470 | -6.1 % |
| 2024Q4 | 29 | +1 | 528,782 | -0.7 % |
| 2024Q3 | 28 | 0 | 532,444 | +5.8 % |
| 2024Q2 | 28 | 0 | 503,409 | -0.8 % |
| 2024Q1 | 28 | -4 | 507,280 | +0.0 % |
| 2023Q4 | 32 | 507,220 |
Institutional managers
23 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 175,766 | 1.2M $ | as of Mar 31, 2026 |
| GAMCO INVESTORS, INC. ET AL | 164,388 | 1.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 68,538 | 454.4K $ | as of Mar 31, 2026 |
| Rodgers Brothers Inc. | 63,600 | 426.1K $ | as of Mar 31, 2026 |
| Teton Advisors, LLC | 53,761 | 360.2K $ | as of Mar 31, 2026 |
| PARTHENON LLC | 50,636 | 339.3K $ | as of Mar 31, 2026 |
| GABELLI FUNDS LLC | 38,000 | 254.6K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 36,607 | 242.8K $ | as of Mar 31, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20,070 | 134.5K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,120 | 106.9K $ | as of Mar 31, 2026 |
| FIRST MANHATTAN CO. LLC. | 16,062 | 107.6K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 13,466 | 89.3K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 11,664 | 78.1K $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 11,000 | 72.9K $ | as of Mar 31, 2026 |
| Hikari Tsushin, Inc. | 9,500 | 63.7K $ | as of Mar 31, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | 3,324 | 22.3K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 1,023 | 6.9K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1,000 | 6.7K $ | as of Mar 31, 2026 |
| UBS Group AG | 489 | 3.3K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 300 | 2K $ | as of Mar 31, 2026 |
| SBI Securities Co., Ltd. | 134 | 898 $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 100 | 656 $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 80 | 537 $ | as of Mar 31, 2026 |
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Titelia. "Funds holding United-Guardian Inc". https://titelia.com/en/stocks/united-guardian-inc-US9105711082