Funds holding Escalade Inc
120 funds declare a position · 24 ETFs and 96 other funds · 33.9M $ · US2960561049
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 301,969 | 5.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 238,235 | 4.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II | 214,000 | 3.1M $ | 1.70 % | as of Feb 28, 2026 · Original filing |
| 4 | North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II | 143,000 | 2.1M $ | 2.18 % | as of Feb 28, 2026 · Original filing |
| 5 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 101,920 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 6 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 87,469 | 1.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 7 | iShares Russell 2000 Value ETF iShares Trust | 85,928 | 1.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 8 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 62,480 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 9 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 56,160 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 10 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 51,673 | 966.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 11 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 50,405 | 725.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 12 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 44,219 | 826.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 13 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 43,010 | 619.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 14 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 40,844 | 763.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 15 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 37,461 | 700.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 16 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 37,371 | 698.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 17 | iShares Micro-Cap ETF iShares Trust | 25,783 | 442.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 18 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 23,200 | 398.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 19 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 23,144 | 432.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 20 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 21,369 | 366.9K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 21 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 21,280 | 397.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 22 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 20,364 | 380.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 23 | Master Small Cap Index Series Quantitative Master Series LLC | 17,369 | 298.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 24 | Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 16,508 | 283.4K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 25 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 14,925 | 279.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 26 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 14,444 | 208K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 27 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 13,002 | 243.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 28 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 12,789 | 219.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 29 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 11,626 | 167.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 30 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 11,574 | 198.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 31 | Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 11,430 | 213.7K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 32 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,636 | 180.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 33 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 8,879 | 166K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 34 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 7,721 | 111.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 35 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 7,378 | 106.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 36 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,700 | 115K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 37 | Small Cap Index Fund Northern Funds | 5,388 | 92.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 38 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 5,271 | 90.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 39 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 4,600 | 79K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 40 | Global X Russell 2000 ETF GLOBAL X FUNDS | 4,573 | 85.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 41 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 4,321 | 74.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 42 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,178 | 71.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 43 | Small Cap Index Fund VALIC Co I | 4,112 | 59.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 44 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 3,803 | 71.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 45 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 3,493 | 60K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 46 | Small Cap Core Fund Northern Funds | 3,394 | 58.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 47 | AST Small-Cap Equity Portfolio Advanced Series Trust | 3,210 | 55.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 48 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,200 | 54.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 49 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 3,175 | 45.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 50 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,058 | 52.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 51 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,057 | 57.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 52 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,840 | 53.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 53 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,759 | 47.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 54 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,708 | 39K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 55 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 2,626 | 45.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 56 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 2,162 | 40.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 57 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 2,130 | 36.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 58 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 2,119 | 36.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 59 | Small Cap Index Trust John Hancock Variable Insurance Trust | 1,960 | 33.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 60 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,950 | 33.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 61 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,875 | 32.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 62 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,771 | 30.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 63 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,553 | 26.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 64 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,524 | 26.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 65 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,511 | 21.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 66 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,507 | 25.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 67 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,476 | 25.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 68 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,450 | 27.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 69 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,231 | 21.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 70 | EQ/Small Company Index Portfolio EQ Advisors Trust | 1,170 | 20.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 71 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 1,170 | 20.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 72 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,135 | 21.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 73 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,074 | 20.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 74 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,044 | 19.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 75 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 972 | 14K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 76 | Victory Extended Market Index Fund Victory Portfolios III | 956 | 17.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 77 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 942 | 17.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 78 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 900 | 15.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 79 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 838 | 14.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 80 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 822 | 14.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 81 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 815 | 11.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 82 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 810 | 13.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 83 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 685 | 11.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 84 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 674 | 9.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 85 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 658 | 11.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 86 | Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 638 | 11K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 87 | ProShares Ultra Russell2000 ProShares Trust | 632 | 9.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 88 | ProShares UltraPro Russell2000 ProShares Trust | 631 | 9.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 89 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 562 | 10.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 90 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 528 | 9.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 91 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 526 | 9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 92 | Column Small Cap Fund Trust for Professional Managers | 526 | 7.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 93 | Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 481 | 8.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 94 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 445 | 6.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 95 | ProShares Russell 2000 High Income ETF ProShares Trust | 444 | 6.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 96 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 438 | 7.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 97 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 413 | 5.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 98 | SmallCap Value Fund II Principal Funds, Inc | 378 | 7.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 99 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 340 | 5.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 100 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 277 | 5.2K $ | as of Apr 30, 2026 · Original filing |
Institutional managers
78 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 | |
|---|---|---|---|
| Minerva Advisors LLC | 567,621 | 9.7M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 539,781 | 9.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 455,789 | 7.8M $ | as of Mar 31, 2026 |
| North Star Investment Management Corp. | 422,345 | 7.3M $ | as of Mar 31, 2026 |
| Rehmann Capital Advisory Group | 309,213 | 5.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 223,710 | 3.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 135,823 | 2.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 92,164 | 1.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 90,458 | 1.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 83,510 | 1.4M $ | as of Mar 31, 2026 |
| Mork Capital Management, LLC | 80,000 | 1.4M $ | as of Mar 31, 2026 |
| PEOPLES BANK /OH | 65,316 | 1.1M $ | as of Mar 31, 2026 |
| De Lisle Partners LLP | 64,296 | 1.1M $ | as of Mar 31, 2026 |
| Northstar Group, Inc. | 60,500 | 1M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 41,808 | 717.8K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 35,393 | 607.7K $ | as of Mar 31, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | 32,675 | 561K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 25,475 | 437.4K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 25,087 | 430.7K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 24,701 | 424.1K $ | as of Mar 31, 2026 |
| Advisor OS, LLC | 22,595 | 388K $ | as of Mar 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 21,539 | 369.8K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,986 | 360.3K $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 20,033 | 344K $ | as of Mar 31, 2026 |
| Hillsdale Investment Management Inc. | 18,100 | 310.8K $ | as of Mar 31, 2026 |