Funds holding Daily Journal Corp
153 funds declare a position · 38 ETFs and 115 other funds · 125.1M $ · US2339121046
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND | 32,883 | 16.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 30,652 | 14.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 28,590 | 13.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 4 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 12,499 | 6.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 5 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 10,271 | 5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 6 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 8,553 | 4.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 7 | iShares Russell 2000 Growth ETF iShares Trust | 8,051 | 3.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 8 | Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 6,575 | 3.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 9 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 6,369 | 3.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 10 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,239 | 3.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 11 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 6,051 | 3.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 12 | State Street(R) SPDR(R) S&P(R) Software & Services ETF SPDR SERIES TRUST | 5,478 | 2.6M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 13 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 4,817 | 2.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 14 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,588 | 2.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 15 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 4,584 | 2.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 16 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 4,405 | 2.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 17 | Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST | 3,993 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 18 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 3,767 | 2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 19 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 3,383 | 1.7M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 20 | iShares Micro-Cap ETF iShares Trust | 3,182 | 1.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 21 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 3,173 | 1.7M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 22 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 2,897 | 1.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 23 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 2,736 | 1.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 24 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 2,638 | 1.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 25 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,539 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 26 | iShares Russell 2000 Value ETF iShares Trust | 2,420 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 27 | Master Small Cap Index Series Quantitative Master Series LLC | 2,156 | 1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 28 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 1,712 | 872.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 29 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 1,441 | 761.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 30 | Small Cap Value Fund Northern Funds | 1,375 | 663.2K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 31 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 1,341 | 646.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 32 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,320 | 672.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 33 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,274 | 673.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 34 | NORTH SQUARE SELECT SMALL CAP FUND Exchange Place Advisors Trust | 1,118 | 578.1K $ | 2.73 % | as of May 31, 2026 · Original filing |
| 35 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 1,022 | 493K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 36 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 920 | 468.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 37 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 903 | 460.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 38 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 830 | 400.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 39 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 745 | 359.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 40 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 712 | 376.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 41 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 710 | 375.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 42 | EQ/Small Company Index Portfolio EQ Advisors Trust | 700 | 337.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 43 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 680 | 328K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 44 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 653 | 332.7K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 45 | Small Cap Index Fund Northern Funds | 603 | 290.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 46 | Global X Russell 2000 ETF GLOBAL X FUNDS | 575 | 304K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 47 | VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 543 | 276.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 48 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 511 | 246.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 49 | Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 509 | 245.5K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 50 | Small Cap Index Fund VALIC Co I | 497 | 253.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 51 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 480 | 244.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 52 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 472 | 249.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 53 | AQR Small Cap Multi-Style Fund AQR Funds | 471 | 227.2K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 54 | Nuveen Equity Index Fund TIAA-CREF Funds | 463 | 244.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 55 | Diversified Equity Master Portfolio Master Investment Portfolio | 456 | 219.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 56 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 427 | 206K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 57 | iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 418 | 221K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 58 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 417 | 220.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 59 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 400 | 192.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 60 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 399 | 192.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 61 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 396 | 191K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 62 | iShares Russell 3000 ETF iShares Trust | 396 | 191K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 63 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 387 | 204.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 64 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 356 | 171.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 65 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 354 | 170.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 66 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 345 | 182.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 67 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 319 | 168.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 68 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 316 | 152.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 69 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 277 | 146.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 70 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 271 | 130.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 71 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 258 | 124.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 72 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 254 | 122.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 73 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 231 | 122.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 74 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 227 | 109.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 75 | Small Cap Index Trust John Hancock Variable Insurance Trust | 225 | 108.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 76 | Small Cap Core Fund Northern Funds | 207 | 99.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 77 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 205 | 104.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 78 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 200 | 101.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 79 | AST Small-Cap Equity Portfolio Advanced Series Trust | 190 | 91.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 80 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 187 | 90.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 81 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 186 | 98.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 82 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 185 | 89.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 83 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 180 | 86.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 84 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 156 | 75.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 85 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 152 | 73.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 86 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 148 | 75.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 87 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 145 | 69.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 88 | Victory Extended Market Index Fund Victory Portfolios III | 142 | 75.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 89 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 141 | 74.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 90 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 140 | 67.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 91 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 137 | 72.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 92 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 137 | 69.8K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 93 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 136 | 71.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 94 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 136 | 65.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 95 | iShares MSCI World Small-Cap ETF iShares Trust | 125 | 63.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 96 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 105 | 50.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 97 | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 100 | 48.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 98 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 100 | 48.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 99 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 98 | 47.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 100 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 94 | 49.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
Institutional managers
130 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| RWWM, Inc. | 360,560 | 173.9M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 94,163 | 45.4M $ | as of Mar 31, 2026 |
| AltraVue Capital, LLC | 50,486 | 24.4M $ | as of Mar 31, 2026 |
| ADVISORY RESEARCH INC | 41,873 | 20.2M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 41,338 | 19.9M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 37,120 | 17.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 34,846 | 16.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 32,599 | 15.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 30,064 | 14.5M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 16,097 | 7.8M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 14,828 | 7.2M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 14,292 | 6.9M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 13,371 | 6.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 12,096 | 5.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 11,971 | 5.8M $ | as of Mar 31, 2026 |
| Legato Capital Management LLC | 10,679 | 5.2M $ | as of Mar 31, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | 10,160 | 4.9M $ | as of Mar 31, 2026 |
| XTX Topco Ltd | 9,852 | 4.8M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 9,245 | 4.5M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 8,644 | 4.2M $ | as of Mar 31, 2026 |
| UBS Group AG | 8,374 | 4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8,333 | 4M $ | as of Mar 31, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7,178 | 3.5M $ | as of Mar 31, 2026 |
| Aquatic Capital Management LLC | 6,888 | 3.3M $ | as of Mar 31, 2026 |
| Wilmington Savings Fund Society, FSB | 6,400 | 3.1M $ | as of Mar 31, 2026 |