As of the latest SEC filings, Caledonia Mining Corp Plc (CMCL) is held by 165 institutional funds. The largest fund shareholder is Avantis U.S. Small Cap Value ETF (AVUV), holding an estimated $10,540,060.50 in market value, representing 0.04% of its portfolio.
Funds holding Caledonia Mining Corp Plc (CMCL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CMCL
- CIK:
- 0000766011
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.04% | $10,540,060.50 | 332,075 | Feb 28, 2026 | Apr 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $9,256,636.53 | 409,767 | Mar 31, 2026 | May 28, 2026 |
|
GDXJ
VanEck Junior Gold Miners ETF
|
ETF | Independent / Boutique | 0.09% | $8,282,939.76 | 366,664 | Mar 31, 2026 | May 28, 2026 |
|
OGMCX
Invesco Gold & Special Minerals Fund
|
MF | Invesco | 0.19% | $7,806,747.40 | 340,906 | Apr 30, 2026 | Jun 26, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $3,769,133.90 | 164,591 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.03% | $3,158,082.00 | 139,800 | Mar 31, 2026 | May 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.14% | $2,810,196.00 | 124,400 | Mar 31, 2026 | Jun 1, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,595,062.40 | 81,760 | Feb 28, 2026 | Apr 28, 2026 |
|
GRHIX
Goehring & Rozencwajg Resources Fund
|
MF | Independent / Boutique | 0.23% | $2,415,064.86 | 76,089 | Feb 28, 2026 | Apr 14, 2026 |
|
PCVCX
Virtus NFJ Small-Cap Value Fund
|
MF | Duff & Phelps / Virtus | 0.94% | $2,282,019.21 | 101,019 | Mar 31, 2026 | May 29, 2026 |
|
BRSDX
MFS Blended Research Small Cap Equity Fund
|
MF | Independent / Boutique | 0.65% | $2,071,511.10 | 65,265 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,692,722.20 | 73,918 | Apr 30, 2026 | Jun 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $1,653,448.70 | 72,203 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,471,439.50 | 64,255 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,449,386.80 | 63,292 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,242,645.60 | 54,264 | Apr 30, 2026 | Jun 24, 2026 |
|
PSC
Principal U.S. Small-Cap ETF
|
ETF | Independent / Boutique | 0.06% | $1,053,710.55 | 46,645 | Mar 31, 2026 | May 13, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $989,669.30 | 43,217 | Apr 30, 2026 | Jun 24, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.02% | $946,867.68 | 29,832 | Feb 27, 2026 | Apr 24, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.08% | $946,521.00 | 41,900 | Mar 31, 2026 | May 21, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.08% | $940,218.39 | 41,621 | Mar 31, 2026 | May 28, 2026 |
|
VFMO
VANGUARD U.S. MOMENTUM FACTOR ETF
|
ETF | Vanguard | 0.07% | $925,633.62 | 29,163 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $892,985.50 | 38,995 | Apr 30, 2026 | Jun 29, 2026 |
|
VFMF
VANGUARD U.S. MULTIFACTOR ETF
|
ETF | Vanguard | 0.16% | $869,644.26 | 27,399 | Feb 28, 2026 | Apr 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $839,651.40 | 36,666 | Apr 30, 2026 | Jun 25, 2026 |
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