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EVI · Evi Industries, Inc. · Held by Funds

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$16.00 -1.20 (-6.98%)
Russell 2000 member Rebalance outlook locked
Market Cap
$221.51M
Shares
12.88M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding EVI

102 fund positions
Fund Balance Value % of Fund Open
ROYCE MICRO-CAP TRUST, INC. 286,728 $4,237,840 0.47%
CONESTOGA SMID CAP FUND 266,247 $3,935,131 0.82%
Royce Small-Cap Fund 219,473 $3,243,811 0.15%
VANGUARD TOTAL STOCK MARKET INDEX FUND 183,833 $2,717,052 0.00%
Fidelity Small Cap Stock Fund 138,148 $2,565,408 0.20%
iShares Russell 2000 ETF 144,454 $2,135,030 0.00%
Royce Micro-Cap Fund 126,959 $1,876,454 0.44%
Fidelity Small Cap Index Fund 67,520 $1,253,846 0.00%
VANGUARD EXTENDED MARKET INDEX FUND 57,773 $853,885 0.00%
North Star Micro Cap Fund 46,000 $803,160 0.44%
iShares Russell 2000 Value ETF 52,246 $772,196 0.01%
ROYCE GLOBAL TRUST, INC. 50,000 $739,000 0.66%
U.S. MICRO CAP PORTFOLIO 36,137 $671,064 0.01%
Royce Capital Fund - Micro-Cap Portfolio 41,662 $615,764 0.44%
VANGUARD RUSSELL 2000 INDEX FUND 34,904 $609,424 0.00%
Fidelity Extended Market Index Fund 27,427 $478,875 0.00%
U.S. SMALL CAP PORTFOLIO 18,517 $343,861 0.00%
ROYCE SMALL-CAP TRUST, INC. 20,931 $309,360 0.01%
North Star Small Cap Value Fund 16,000 $279,360 0.82%
Schwab Small-Cap Index Fund 14,993 $278,420 0.00%
iShares Micro-Cap ETF 18,113 $267,710 0.02%
Fidelity Total Market Index Fund 9,774 $170,654 0.00%
Dimensional U.S. Small Cap ETF 7,825 $145,310 0.00%
Master Small Cap Index Series 9,494 $140,321 0.00%
Fidelity Series Total Market Index Fund 7,898 $137,899 0.00%
Nuveen Small Cap Blend Index Fund 6,471 $120,166 0.00%
Fidelity Small Cap Value Index Fund 7,586 $112,121 0.01%
WisdomTree U.S. SmallCap Fund 7,394 $109,283 0.02%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 5,279 $92,171 0.01%
EQ/2000 Managed Volatility Portfolio 6,220 $91,932 0.00%
Ultra-Small Company Market Fund 5,600 $82,768 0.06%
Goldman Sachs Absolute Return Tracker Fund 5,259 $77,728 0.00%
U.S. VECTOR EQUITY PORTFOLIO 3,830 $71,123 0.00%
U.S. Targeted Value Portfolio 3,546 $65,849 0.00%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 3,438 $60,027 0.01%
VANGUARD BALANCED INDEX FUND 3,846 $56,844 0.00%
Small Cap Index Fund 3,200 $55,872 0.00%
GuideMark Small/Mid Cap Core Fund 3,778 $55,839 0.05%
Global X Russell 2000 ETF 2,977 $55,283 0.00%
Dimensional U.S. Core Equity 2 ETF 2,916 $54,150 0.00%
LVIP State Street Small-Cap Index Fund 3,600 $53,208 0.00%
Schwab Total Stock Market Index Fund 2,765 $51,346 0.00%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 3,388 $50,075 0.00%
JNL/DFA U.S. Small Cap Fund 2,953 $43,645 0.01%
Bridge Builder Small/Mid Cap Value Fund 2,875 $42,493 0.00%
Fidelity Small Cap Stock K6 Fund 2,000 $37,140 0.20%
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO 2,400 $35,472 0.00%
ATM Small Cap Managed Volatility Portfolio 1,831 $27,062 0.00%
Small Cap Index Fund 1,780 $26,308 0.00%
Small Cap Core Fund 1,669 $24,668 0.01%
Showing 1–50 of 102 positions
Key facts CIK 65312 CUSIP 26929N102 13F (30d) 2 filings 2 filers Visit website Investor relations