PAL · Proficient Auto Logistics, Inc · Held by Funds
$2.83
+0.10 (+3.66%)
At close · Oct 22
Return incl. dividend (before tax)
Market Cap
$76.58M
Shares
28.05M
Volume · Oct 22
245.69K
Avg daily vol (3M)
727.78K
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.
Fund Ownership of PAL by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 11.22% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 2.87% | 806,296 |
| Index ETFs | 8.34% | 2,340,169 |
| Active ETFs | 0.85% | 238,927 |
| Active funds | 19.15% | 5,371,304 |
| Unclassified | 0.22% | 60,468 |
| All registered funds | 31.43% | 8,817,164 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
Funds holding PAL
113 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | — | 1,682,152 | $11,505,920 | 0.05% | Long | 2026-07-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 755,521 | $5,145,098 | 0.00% | Long | 2026-06-30 | |
| iShares Russell 2000 ETF | IWM | 628,782 | $4,282,005 | 0.01% | Long | 2026-06-30 | |
| DIAMOND HILL SMALL CAP FUND | — | 606,377 | $4,129,427 | 1.34% | Long | 2026-06-30 | |
| Strategic Advisers Fidelity U.S. Total Stock Fund | FCTDX | 697,400 | $3,814,778 | 0.00% | Long | 2026-05-31 | |
| Royce Small-Cap Opportunity Fund | — | 502,659 | $3,423,108 | 0.24% | Long | 2026-06-30 | |
| VELA SMALL CAP FUND | — | 480,635 | $3,273,124 | 1.80% | Long | 2026-06-30 | |
| Fidelity Low-Priced Stock K6 Fund | FLKSX | 274,745 | $1,879,256 | 0.04% | Long | 2026-07-31 | |
| Fidelity Small Cap Index Fund | FSSNX | 269,255 | $1,841,704 | 0.01% | Long | 2026-07-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 269,587 | $1,835,887 | 0.00% | Long | 2026-06-30 | |
| U.S. Small Cap Equity Fund | — | 245,068 | $1,676,265 | 0.17% | Long | 2026-07-31 | |
| iShares Russell 2000 Value ETF | IWN | 229,762 | $1,564,679 | 0.01% | Long | 2026-06-30 | |
| Fidelity Series Intrinsic Opportunities Fund | FDMLX | 194,485 | $1,330,277 | 0.05% | Long | 2026-07-31 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 122,980 | $837,494 | 0.00% | Long | 2026-06-30 | |
| Concourse Capital Focused Equity ETF | CCFE | 144,309 | $789,370 | 2.02% | Long | 2026-05-29 | |
| Fidelity Extended Market Index Fund | FSMAX | 130,782 | $715,378 | 0.00% | Long | 2026-05-31 | |
| Fidelity Small Cap Discovery Fund | FSCRX | 102,316 | $699,841 | 0.03% | Long | 2026-07-31 | |
| Dunham Small Cap Value Fund | — | 100,951 | $690,505 | 0.74% | Long | 2026-07-31 | |
| ACUITAS US MICROCAP FUND | AFMCX | 101,207 | $689,220 | 0.58% | Long | 2026-06-30 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 123,690 | $676,584 | 0.00% | Long | 2026-05-31 | |
| Schwab U.S. Small-Cap ETF | SCHA | 111,096 | $607,695 | 0.00% | Long | 2026-05-31 | |
| EA Bridgeway Omni Small-Cap Value ETF | BSVO | 86,602 | $589,760 | 0.02% | Long | 2026-06-30 | |
| iShares Micro-Cap ETF | IWC | 82,752 | $563,541 | 0.04% | Long | 2026-06-30 | |
| VictoryShares Small Cap Free Cash Flow ETF | SFLO | 70,886 | $482,734 | 0.08% | Long | 2026-06-30 | |
| Schwab Small-Cap Index Fund | SWSSX | 60,113 | $411,173 | 0.01% | Long | 2026-07-31 | |
| Fidelity Series Small Cap Discovery Fund | FJACX | 55,344 | $378,553 | 0.02% | Long | 2026-07-31 | |
| U.S. Small Cap Equity Fund | RIFBX | 54,328 | $369,974 | 0.15% | Long | 2026-06-30 | |
| Master Small Cap Index Series | — | 52,910 | $360,317 | 0.01% | Long | 2026-06-30 | |
| Omni Small-Cap Value Fund | BOSVX | 50,000 | $340,500 | 0.03% | Long | 2026-06-30 | |
| Fidelity Total Market Index Fund | FSKAX | 46,168 | $252,539 | 0.00% | Long | 2026-05-31 | |
| WPG Partners Select Hedged Fund | WPGHX | 31,327 | $252,496 | 1.60% | Long | 2025-05-31 | |
| Ultra-Small Company Market Fund | BRSIX | 37,000 | $251,970 | 0.17% | Long | 2026-06-30 | |
| Fidelity Small Cap Value Index Fund | FISVX | 34,521 | $235,088 | 0.01% | Long | 2026-06-30 | |
| Nuveen Small Cap Blend Index Fund | — | 32,571 | $222,786 | 0.01% | Long | 2026-07-31 | |
| Fidelity Series Total Market Index Fund | FCFMX | 36,706 | $200,782 | 0.00% | Long | 2026-05-31 | |
| Avantis U.S. Small Cap Equity ETF | AVSC | 35,112 | $192,063 | 0.01% | Long | 2026-05-31 | |
| EQ/2000 Managed Volatility Portfolio | — | 27,798 | $189,304 | 0.00% | Long | 2026-06-30 | |
| Acuitas Small Cap Active ETF | AIMS | 25,356 | $172,674 | 0.19% | Long | 2026-06-30 | |
| Venerable US Small Cap Fund | — | 20,630 | $140,490 | 0.09% | Long | 2026-06-30 | |
| Schwab Total Stock Market Index Fund | SWTSX | 20,000 | $136,800 | 0.00% | Long | 2026-07-31 | |
| LVIP State Street Small-Cap Index Fund | — | 16,100 | $109,641 | 0.00% | Long | 2026-06-30 | |
| Invesco RAFI US 1500 Small-Mid ETF | PRFZ | 15,838 | $108,332 | 0.00% | Long | 2026-07-31 | |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND | — | 19,089 | $104,417 | 0.01% | Long | 2026-05-31 | |
| Small Company Value Portfolio | — | 14,757 | $100,495 | 0.40% | Long | 2026-06-30 | |
| VANGUARD BALANCED INDEX FUND | — | 13,115 | $89,313 | 0.00% | Long | 2026-06-30 | |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | — | 12,910 | $87,917 | 0.00% | Long | 2026-06-30 | |
| Fidelity ZERO Total Market Index Fund | FZROX | 12,544 | $85,801 | 0.00% | Long | 2026-07-31 | |
| Fidelity Nasdaq Composite Index Fund | FNCMX | 15,304 | $83,713 | 0.00% | Long | 2026-05-31 | |
| Schwab U.S. Broad Market ETF | SCHB | 15,000 | $82,050 | 0.00% | Long | 2026-05-31 | |
| Global X Russell 2000 ETF | RSSL | 11,795 | $80,678 | 0.01% | Long | 2026-07-31 |
Showing 1–50 of 113 positions