As of the latest SEC filings, CIRCLE8 GROUP INC (CIRC) is held by 47 institutional funds. The largest fund shareholder is VANGUARD EXTENDED MARKET INDEX FUND (VEMPX), holding an estimated $1,123,190.70 in market value, representing a significant portion of its portfolio.
Funds holding CIRCLE8 GROUP INC (CIRC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CIRC
- CIK:
- 0001605888
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,123,190.70 | 370,690 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $478,430.94 | 157,898 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $431,296.26 | 142,342 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $269,640.00 | 85,600 | Feb 28, 2026 | Apr 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.00% | $120,651.57 | 39,819 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.00% | $111,085.86 | 36,662 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $107,433.47 | 72,103 | Apr 30, 2026 | Jun 26, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $95,596.20 | 30,348 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $82,908.00 | 26,320 | Feb 28, 2026 | Apr 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $74,475.45 | 23,643 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.00% | $49,916.22 | 16,474 | Mar 31, 2026 | May 28, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $47,224.80 | 14,992 | Feb 28, 2026 | Apr 24, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $19,659.06 | 13,194 | Apr 30, 2026 | Jun 25, 2026 |
|
NSIDX
Small Cap Index Fund
|
MF | Independent / Boutique | 0.00% | $17,922.45 | 5,915 | Mar 31, 2026 | May 28, 2026 |
|
VCSLX
Small Cap Index Fund
|
MF | Corebridge / VALIC | 0.00% | $14,423.85 | 4,579 | Feb 28, 2026 | Apr 29, 2026 |
|
VITNX
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
|
MF | Vanguard | 0.00% | $12,298.77 | 4,059 | Mar 31, 2026 | May 28, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.00% | $11,689.74 | 3,858 | Mar 31, 2026 | May 26, 2026 |
|
VTWV
VANGUARD RUSSELL 2000 VALUE INDEX FUND
|
ETF | Vanguard | 0.00% | $9,635.85 | 3,059 | Feb 28, 2026 | Apr 28, 2026 |
|
VTWG
VANGUARD RUSSELL 2000 GROWTH INDEX FUND
|
ETF | Vanguard | 0.00% | $9,248.40 | 2,936 | Feb 28, 2026 | Apr 28, 2026 |
|
FECGX
Fidelity Small Cap Growth Index Fund
|
MF | Fidelity | 0.00% | $9,156.66 | 3,022 | Mar 31, 2026 | May 26, 2026 |
|
SSMHX
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
|
MF | State Street (SPDR) | 0.00% | $9,090.00 | 3,000 | Mar 31, 2026 | May 28, 2026 |
|
-
ATM Small Cap Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.00% | $6,559.95 | 2,165 | Mar 31, 2026 | May 26, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $5,302.50 | 1,750 | Mar 31, 2026 | May 28, 2026 |
|
BBGSX
Bridge Builder Small/Mid Cap Growth Fund
|
MF | Independent / Boutique | 0.00% | $4,214.73 | 1,391 | Mar 31, 2026 | May 22, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.00% | $3,778.41 | 1,247 | Mar 31, 2026 | May 26, 2026 |
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