Funds holding Investar Holding Corp
129 funds declare a position · 23 ETFs and 106 other funds · 68.5M $ · US46134L1052
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 437,184 | 11.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 287,594 | 7.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | Royce Micro-Cap Fund ROYCE FUND | 138,211 | 3.8M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 136,825 | 3.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 5 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 122,968 | 3.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 6 | iShares Russell 2000 Value ETF iShares Trust | 113,100 | 3.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 7 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 87,101 | 2.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 8 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 78,704 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 9 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 71,651 | 2M $ | 0.04 % | as of Feb 27, 2026 · Original filing |
| 10 | VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 68,060 | 1.9M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 11 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 60,618 | 1.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 12 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 46,740 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 13 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 45,869 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 14 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 45,536 | 1.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 15 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 45,490 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 16 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 44,678 | 1.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 17 | Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 43,335 | 1.2M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| 18 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 43,000 | 1.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 19 | iShares Micro-Cap ETF iShares Trust | 32,069 | 874.5K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 20 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 28,710 | 795.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 21 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 28,047 | 777.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 22 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 25,715 | 712.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 23 | Diversified Equity Master Portfolio Master Investment Portfolio | 24,199 | 659.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 24 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 21,340 | 591.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 25 | Ultra-Small Company Fund Bridgeway Funds, Inc. | 16,865 | 459.9K $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 26 | Master Small Cap Index Series Quantitative Master Series LLC | 16,238 | 442.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 27 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 15,835 | 447K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 28 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 15,499 | 437.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 29 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 15,123 | 412.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 30 | AUER GROWTH Unified Series Trust | 15,000 | 423.5K $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| 31 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 13,996 | 395.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 32 | BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 13,411 | 365.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 33 | NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 12,478 | 352.3K $ | 1.18 % | as of Feb 28, 2026 · Original filing |
| 34 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 12,280 | 340.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 35 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 11,739 | 331.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 36 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 11,604 | 316.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 37 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 10,969 | 304K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 38 | Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 10,600 | 289.1K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 39 | JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS | 8,542 | 232.9K $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| 40 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 8,100 | 220.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 41 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 7,833 | 217.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 42 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 7,697 | 213.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 43 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 7,322 | 199.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 44 | VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 7,233 | 197.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 45 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 7,178 | 202.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 46 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 7,096 | 193.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 47 | Small Cap Core Fund Northern Funds | 6,954 | 189.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 48 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,800 | 185.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 49 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,667 | 188.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 50 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 6,377 | 180K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 51 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 6,037 | 167.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 52 | SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 5,982 | 163.1K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 53 | Global X Russell 2000 ETF GLOBAL X FUNDS | 5,574 | 154.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 54 | Small Cap Index Fund Northern Funds | 5,490 | 149.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 55 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,405 | 147.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 56 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 4,849 | 132.2K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 57 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,500 | 122.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 58 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 4,486 | 122.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 59 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,282 | 118.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 60 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 4,144 | 113K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 61 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,068 | 112.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 62 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 3,822 | 104.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 63 | Small Cap Index Fund VALIC Co I | 3,396 | 95.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 64 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,906 | 79.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 65 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 2,860 | 80.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 66 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,788 | 77.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 67 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 2,758 | 75.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 68 | EQ/Small Company Index Portfolio EQ Advisors Trust | 2,660 | 72.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 69 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 2,573 | 70.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 70 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,381 | 64.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 71 | Small Cap Index Trust John Hancock Variable Insurance Trust | 2,362 | 64.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 72 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,295 | 63.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 73 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,218 | 60.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 74 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,132 | 58.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 75 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,121 | 59.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 76 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,055 | 56.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 77 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 2,048 | 56.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 78 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,977 | 53.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 79 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,787 | 48.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 80 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,743 | 48.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 81 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,625 | 45K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 82 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,447 | 39.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 83 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 1,400 | 38.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 84 | Victory Extended Market Index Fund Victory Portfolios III | 1,382 | 38.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 85 | AST Small-Cap Equity Portfolio Advanced Series Trust | 1,380 | 37.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 86 | NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 1,328 | 36.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 87 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,277 | 34.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 88 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,261 | 34.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 89 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,233 | 34.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 90 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,211 | 33K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 91 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,046 | 29K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 92 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 1,000 | 27.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 93 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 954 | 26K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 94 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 924 | 25.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 95 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 909 | 25.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 96 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 906 | 24.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 97 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 829 | 22.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 98 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 764 | 20.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 99 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 759 | 20.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 100 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 724 | 20.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
Institutional managers
106 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 | |
|---|---|---|---|
| BlackRock, Inc. | 1,102,825 | 30.1M $ | as of Mar 31, 2026 |
| Fourthstone LLC | 827,389 | 22.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 437,405 | 11.9M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 401,085 | 10.7M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 306,896 | 8.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 300,099 | 8.2M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 292,086 | 8M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 250,797 | 6.8M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 211,918 | 5.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 177,013 | 4.8M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 163,271 | 4.5M $ | as of Mar 31, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 157,000 | 4.3M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 141,775 | 3.9M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 136,366 | 3.7M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 123,244 | 3.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 114,933 | 3.1M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 105,250 | 2.9M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 97,273 | 2.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 91,643 | 2.5M $ | as of Mar 31, 2026 |
| AlTi Global, Inc. | 86,568 | 2.4M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 73,956 | 2M $ | as of Mar 31, 2026 |
| Glass Wealth Management Co LLC | 66,586 | 1.8M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 65,281 | 1.8M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 64,701 | 1.8M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 64,122 | 1.7M $ | as of Mar 31, 2026 |