As of the latest SEC filings, BGC Group, Inc. (BGC) is held by 288 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $213,270,103.02 in market value, representing 0.23% of its portfolio.
Funds holding BGC Group, Inc. (BGC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BGC
- CIK:
- 0001094831
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.23% | $213,270,103.02 | 21,806,759 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $113,419,432.62 | 11,597,079 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.12% | $87,169,071.54 | 8,912,993 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.05% | $81,836,555.88 | 8,367,746 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.09% | $52,151,938.02 | 5,332,509 | Mar 31, 2026 | May 28, 2026 |
|
FVLKX
Fidelity Value Fund
|
MF | Fidelity | 0.49% | $47,064,918.77 | 4,190,999 | Apr 30, 2026 | Jun 26, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.12% | $40,188,475.33 | 3,578,671 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.05% | $39,652,266.72 | 4,054,424 | Mar 31, 2026 | May 28, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.18% | $38,124,255.34 | 3,394,858 | Apr 30, 2026 | Jun 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.23% | $32,268,982.86 | 3,299,487 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.24% | $28,924,516.26 | 2,957,517 | Mar 31, 2026 | May 28, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.25% | $23,777,126.22 | 2,431,199 | Mar 31, 2026 | May 28, 2026 |
|
OSCAX
Invesco Main Street Small Cap Fund
|
MF | Invesco | 1.05% | $23,199,362.94 | 2,372,123 | Mar 31, 2026 | May 28, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.49% | $19,021,037.10 | 1,693,770 | Apr 30, 2026 | Jun 24, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.28% | $18,069,567.12 | 1,847,604 | Mar 31, 2026 | May 28, 2026 |
|
FSLBX
Select Brokerage and Investment Management Portfolio
|
MF | Fidelity | 1.81% | $17,874,752.00 | 1,877,600 | Feb 28, 2026 | Apr 24, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.43% | $17,765,340.66 | 1,816,497 | Mar 31, 2026 | May 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.04% | $17,760,502.48 | 1,865,599 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.09% | $17,679,523.76 | 1,574,312 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.11% | $17,107,754.16 | 1,797,033 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.08% | $16,601,099.76 | 1,743,813 | Feb 28, 2026 | Apr 24, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.19% | $14,220,168.90 | 1,454,005 | Mar 31, 2026 | May 26, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.13% | $13,107,948.18 | 1,340,281 | Mar 31, 2026 | May 28, 2026 |
|
RSMC
Rockefeller U.S. Small-Mid Cap ETF
|
ETF | Independent / Boutique | 1.68% | $12,649,561.84 | 1,126,408 | Apr 30, 2026 | Jun 25, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.09% | $12,584,753.51 | 1,120,637 | Apr 30, 2026 | Jun 29, 2026 |
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