As of the latest SEC filings, Coda Octopus Group, Inc. (CODA) is held by 34 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $2,434,743.20 in market value, representing a significant portion of its portfolio.
Funds holding Coda Octopus Group, Inc. (CODA)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CODA
- CIK:
- 0001334325
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,434,743.20 | 215,464 | Mar 31, 2026 | May 28, 2026 |
|
NSMVX
North Star Micro Cap Fund
|
MF | Independent / Boutique | 0.37% | $678,000.00 | 50,000 | Feb 28, 2026 | Apr 27, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $532,501.20 | 47,124 | Mar 31, 2026 | May 28, 2026 |
|
QASGX
Federated Hermes MDT Small Cap Growth Fund
|
MF | Federated Hermes | 0.07% | $489,881.34 | 43,314 | Apr 30, 2026 | Jun 23, 2026 |
|
ESCFX
1290 Essex Small Cap Growth Fund
|
MF | Independent / Boutique | 0.42% | $469,037.01 | 41,471 | Apr 30, 2026 | Jun 25, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $307,378.08 | 22,668 | Feb 28, 2026 | Apr 24, 2026 |
|
GPRIX
GRANDEUR PEAK GLOBAL REACH FUND
|
MF | Independent / Boutique | 0.36% | $305,777.16 | 27,036 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $293,539.74 | 25,954 | Apr 30, 2026 | Jun 29, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $253,864.26 | 22,446 | Apr 30, 2026 | Jun 24, 2026 |
|
GPMCX
GRANDEUR PEAK GLOBAL MICROCAP FUND
|
MF | Independent / Boutique | 0.41% | $184,929.81 | 16,351 | Apr 30, 2026 | Jun 29, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $179,303.88 | 13,223 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $147,849.20 | 13,084 | Mar 31, 2026 | May 28, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $115,712.61 | 10,231 | Apr 30, 2026 | Jun 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $110,785.20 | 8,170 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $91,169.91 | 8,061 | Apr 30, 2026 | Jun 24, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $55,636.68 | 4,103 | Feb 28, 2026 | Apr 24, 2026 |
|
SQLV
Royce Quant Small-Cap Quality Value ETF
|
ETF | Franklin Templeton | 0.12% | $30,261.40 | 2,678 | Mar 31, 2026 | May 21, 2026 |
|
-
LVIP Dimensional U.S. Core Equity 2 Fund
|
ETF | Independent / Boutique | 0.00% | $27,346.00 | 2,420 | Mar 31, 2026 | May 18, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $24,870.69 | 2,199 | Apr 30, 2026 | Jun 24, 2026 |
|
-
AST Small-Cap Equity Portfolio
|
ETF | Independent / Boutique | 0.00% | $24,634.00 | 2,180 | Mar 31, 2026 | May 27, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $24,045.06 | 2,126 | Apr 30, 2026 | Jun 29, 2026 |
|
DFUS
Dimensional U.S. Equity Market ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $23,253.36 | 2,056 | Apr 30, 2026 | Jun 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $21,986.64 | 1,944 | Apr 30, 2026 | Jun 24, 2026 |
|
AFMCX
ACUITAS US MICROCAP FUND
|
MF | Independent / Boutique | 0.02% | $20,340.00 | 1,800 | Mar 31, 2026 | May 28, 2026 |
|
DFUEX
U.S. Social Core Equity 2 Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $15,834.00 | 1,400 | Apr 30, 2026 | Jun 24, 2026 |
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