As of the latest SEC filings, BEACH ENERGY LTD (BPT) is held by 56 institutional funds. The largest fund shareholder is Avantis International Small Cap Value ETF (AVDV), holding an estimated $37,361,221.55 in market value, representing 0.20% of its portfolio.
Funds holding BEACH ENERGY LTD (BPT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BPT
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AVDV
Avantis International Small Cap Value ETF
|
ETF | American Century | 0.20% | $37,361,221.55 | 47,815,690 | Feb 28, 2026 | Apr 29, 2026 |
|
DISVX
DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.08% | $11,990,822.02 | 14,116,322 | Apr 30, 2026 | Jun 24, 2026 |
|
-
THE ASIA PACIFIC SMALL COMPANY SERIES
|
ETF | Dimensional Fund Advisors | 0.46% | $8,025,106.95 | 9,447,642 | Apr 30, 2026 | Jun 24, 2026 |
|
DFIEX
INTERNATIONAL CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $6,026,089.01 | 7,094,277 | Apr 30, 2026 | Jun 24, 2026 |
|
DLS
WisdomTree International SmallCap Dividend Fund
|
ETF | WisdomTree | 0.33% | $3,230,630.16 | 3,642,422 | Mar 31, 2026 | Jun 1, 2026 |
|
SCHF
Schwab International Equity ETF
|
ETF | Charles Schwab | 0.00% | $2,784,779.57 | 3,568,620 | Feb 28, 2026 | Apr 24, 2026 |
|
IEQ
Lazard International Dynamic Equity ETF
|
ETF | Independent / Boutique | 0.23% | $2,223,161.07 | 2,506,536 | Mar 31, 2026 | May 28, 2026 |
|
FNDC
Schwab Fundamental International Small Equity ETF
|
ETF | Charles Schwab | 0.06% | $2,181,107.89 | 2,795,031 | Feb 28, 2026 | Apr 24, 2026 |
|
ISCAX
Federated Hermes International Small-Mid Company Fund
|
MF | Federated Hermes | 0.39% | $2,008,405.85 | 591,811 | Feb 28, 2026 | Apr 23, 2026 |
|
SPDW
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
ETF | State Street (SPDR) | 0.00% | $1,663,235.87 | 1,875,240 | Mar 31, 2026 | May 28, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.02% | $1,543,918.71 | 1,817,592 | Apr 30, 2026 | Jun 26, 2026 |
|
AVDVX
Avantis International Small Cap Value Fund
|
MF | American Century | 0.24% | $1,536,273.76 | 1,966,156 | Feb 28, 2026 | Apr 29, 2026 |
|
DDLS
WisdomTree Dynamic International SmallCap Equity Fund
|
ETF | WisdomTree | 0.33% | $1,417,655.71 | 1,598,357 | Mar 31, 2026 | Jun 1, 2026 |
|
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
|
ETF | WisdomTree | 0.06% | $1,238,036.84 | 408,543 | Mar 31, 2026 | Jun 1, 2026 |
|
AVDE
Avantis International Equity ETF
|
ETF | American Century | 0.01% | $1,200,004.18 | 1,535,791 | Feb 28, 2026 | Apr 29, 2026 |
|
DFVQX
International Vector Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $1,006,755.03 | 1,185,213 | Apr 30, 2026 | Jun 24, 2026 |
|
MNCSX
Mercer Non-US Core Equity Fund
|
MF | Independent / Boutique | 0.02% | $978,619.93 | 1,114,622 | Mar 31, 2026 | May 13, 2026 |
|
SFILX
Schwab Fundamental International Small Equity Index Fund
|
MF | Charles Schwab | 0.08% | $608,570.45 | 716,446 | Apr 30, 2026 | Jun 25, 2026 |
|
DTH
WisdomTree International High Dividend Fund
|
ETF | WisdomTree | 0.09% | $579,382.14 | 653,233 | Mar 31, 2026 | Jun 1, 2026 |
|
DFWIX
World ex U.S. Core Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $466,789.61 | 549,533 | Apr 30, 2026 | Jun 24, 2026 |
|
IQDG
WisdomTree International Quality Dividend Growth Fund
|
ETF | WisdomTree | 0.07% | $453,064.70 | 149,508 | Mar 31, 2026 | Jun 1, 2026 |
|
SSGVX
State Street Global All Cap Equity ex-U.S. Index Portfolio
|
MF | State Street (SPDR) | 0.00% | $381,970.36 | 435,594 | Mar 31, 2026 | May 28, 2026 |
|
GWX
State Street(R) SPDR(R) S&P(R) International Small Cap ETF
|
ETF | State Street (SPDR) | 0.05% | $379,704.08 | 428,103 | Mar 31, 2026 | May 28, 2026 |
|
PDN
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
|
ETF | Invesco | 0.10% | $375,507.23 | 442,684 | Apr 30, 2026 | Jun 29, 2026 |
|
DSCLX
International Social Core Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $356,842.83 | 420,097 | Apr 30, 2026 | Jun 24, 2026 |
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