As of the latest SEC filings, BROADWIND, INC. (BWEN) is held by 27 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $1,373,887.84 in market value, representing a significant portion of its portfolio.
Funds holding BROADWIND, INC. (BWEN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BWEN
- CIK:
- 0001120370
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,373,887.84 | 660,523 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $450,265.92 | 216,474 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $284,580.00 | 114,750 | Feb 28, 2026 | Apr 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.01% | $265,672.16 | 127,727 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $141,610.42 | 53,237 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $118,532.26 | 44,561 | Apr 30, 2026 | Jun 24, 2026 |
|
BRUSX
Ultra-Small Company Fund
|
MF | Independent / Boutique | 0.13% | $112,295.04 | 53,988 | Mar 31, 2026 | May 21, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $97,963.84 | 47,098 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $97,377.28 | 36,608 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $92,028.02 | 34,597 | Apr 30, 2026 | Jun 29, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $90,914.32 | 36,659 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $73,266.64 | 29,543 | Feb 28, 2026 | Apr 24, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $47,544.08 | 19,171 | Feb 28, 2026 | Apr 24, 2026 |
|
SWTSX
Schwab Total Stock Market Index Fund
|
MF | Charles Schwab | 0.00% | $19,412.68 | 7,298 | Apr 30, 2026 | Jun 25, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.00% | $17,154.16 | 6,917 | Feb 28, 2026 | Apr 29, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $15,757.84 | 5,924 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSU
Dimensional US Sustainability Core 1 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $14,842.80 | 5,580 | Apr 30, 2026 | Jun 29, 2026 |
|
DCOR
Dimensional US Core Equity 1 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $13,959.68 | 5,248 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $13,406.40 | 5,040 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSIX
U.S. Sustainability Core 1 Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $13,300.00 | 5,000 | Apr 30, 2026 | Jun 24, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $13,294.68 | 4,998 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Dimensional VA U.S. Targeted Value Portfolio
|
ETF | Dimensional Fund Advisors | 0.00% | $12,754.70 | 4,795 | Apr 30, 2026 | Jun 24, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.00% | $10,400.00 | 5,000 | Mar 31, 2026 | May 21, 2026 |
|
DFUEX
U.S. Social Core Equity 2 Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $8,472.10 | 3,185 | Apr 30, 2026 | Jun 24, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.00% | $7,685.60 | 3,695 | Mar 31, 2026 | May 26, 2026 |
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