Skip to main content
Equibles
POWL logo

POWL · Powell Industries Inc · Held by Funds

Track POWL — free

Use POWL with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research POWL.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$142.72 +0.95 (+0.67%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript
S&P 600 member Russell 1000 member Rebalance outlook locked
Market Cap
$5.20B
Shares
36.43M
Volume · Nov 13 489.24K Avg daily vol (3M) 620.17K

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 POWL by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 25.41% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.48% 1,268,620
Index ETFs 21.93% 7,990,292
Active ETFs 2.73% 993,969
Active funds 8.50% 3,095,477
Unclassified 0.81% 293,491
All registered funds 37.44% 13,641,849
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 POWL

402 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 1,711,301 $490,048,154 0.44%
First Trust RBA American Industrial Renaissance ETF 996,272 $285,292,450 2.48%
VANGUARD TOTAL STOCK MARKET INDEX FUND 926,243 $265,238,945 0.01%
VANGUARD SMALL-CAP INDEX FUND 668,628 $191,468,314 0.10%
VANGUARD SMALL-CAP GROWTH INDEX FUND 384,993 $110,246,595 0.23%
First Trust SMID Cap Rising Dividend Achievers ETF 334,761 $95,862,160 0.84%
VANGUARD EXTENDED MARKET INDEX FUND 325,819 $93,301,529 0.10%
SMALLCAP World Fund Inc 287,541 $82,340,241 0.09%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 260,753 $74,669,229 0.44%
iShares S&P Small-Cap 600 Growth ETF 255,364 $73,126,035 0.89%
TCW Transform Systems ETF 280,824 $58,602,352 4.03%
U.S. SMALL CAP PORTFOLIO 269,907 $56,324,193 0.29%
Invesco S&P SmallCap Momentum ETF 255,747 $53,369,284 1.76%
Global X U.S. Infrastructure Development ETF 290,233 $52,163,577 0.39%
VANGUARD TAX-MANAGED SMALL-CAP FUND 179,694 $51,457,174 0.45%
Oberweis Micro-Cap Fund 173,300 $49,626,188 3.07%
iShares Russell Mid-Cap Growth ETF 170,659 $48,869,911 0.23%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF 161,374 $46,211,059 0.89%
Invesco Discovery Fund 249,500 $44,842,635 0.60%
Tema Electrification ETF 213,034 $38,288,601 5.30%
iShares Russell Mid-Cap ETF 118,635 $33,972,319 0.06%
iShares Russell 1000 Growth ETF 110,321 $31,591,522 0.02%
U.S. MICRO CAP PORTFOLIO 149,700 $31,239,396 0.40%
VANGUARD EXPLORER FUND 141,136 $29,452,260 0.13%
Fidelity Extended Market Index Fund 139,171 $25,013,204 0.06%
Schwab U.S. Small-Cap ETF 134,861 $24,238,568 0.11%
Dimensional U.S. Small Cap ETF 114,220 $23,835,430 0.16%
Federated Hermes Kaufmann Small Cap Fund 112,300 $23,434,764 0.82%
Fidelity Mid Cap Index Fund 110,231 $23,003,005 0.04%
Strategic Advisers U.S. Total Stock Fund 125,930 $22,633,399 0.02%
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund 64,860 $18,573,310 0.19%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 102,323 $18,390,513 0.29%
Bridge Builder Small/Mid Cap Growth Fund 63,652 $18,227,387 0.16%
Fidelity SAI Small-Mid Cap Momentum Index Fund 86,802 $18,113,841 0.44%
Principal U.S. Small-Cap ETF 61,282 $17,548,714 0.75%
DWS Small Cap Core Fund 60,000 $17,181,600 1.48%
ROYCE SMALL-CAP TRUST, INC. 59,298 $16,980,575 0.64%
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 56,300 $16,122,068 0.33%
Dimensional U.S. Core Equity 2 ETF 74,924 $15,635,140 0.03%
LargeCap Growth Fund I 70,750 $14,764,110 0.26%
U.S. CORE EQUITY 2 PORTFOLIO 69,948 $14,596,749 0.04%
AMG GW&K Small/Mid Cap Core Fund 50,320 $14,409,635 1.75%
JNL/T. Rowe Price Mid-Cap Growth Fund 50,168 $14,366,108 0.33%
JNL Small Cap Index Fund 44,343 $12,698,061 0.44%
Tema U.S. Manufacturing & Reshoring ETF 69,379 $12,469,488 4.48%
iShares Core S&P Total U.S. Stock Market ETF 36,852 $10,552,939 0.01%
Janus Henderson Small/Mid Cap Growth Alpha ETF 50,349 $10,506,829 1.00%
American Beacon Stephens Small Cap Growth Fund 36,022 $10,315,260 1.86%
iShares U.S. Small-Cap Equity Factor ETF 49,031 $10,231,789 0.25%
Federated Hermes MDT Small Cap Core Fund 46,862 $9,779,162 0.44%
Showing 1–50 of 402 positions
Key facts CIK 80420 CUSIP 739128106 13F (30d) 437 filings 384 filers Visit website Investor relations