As of the latest SEC filings, CUMBERLAND PHARMACEUTICALS INC (CPIX) is held by 28 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $893,145.50 in market value, representing a significant portion of its portfolio.
Funds holding CUMBERLAND PHARMACEUTICALS INC (CPIX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CPIX
- CIK:
- 0001087294
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $893,145.50 | 274,814 | Mar 31, 2026 | May 28, 2026 |
|
BRUSX
Ultra-Small Company Fund
|
MF | Independent / Boutique | 0.52% | $446,121.00 | 137,268 | Mar 31, 2026 | May 21, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $282,571.25 | 86,945 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $271,801.11 | 64,869 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $235,200.60 | 47,805 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $209,290.50 | 49,950 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $200,164.68 | 47,772 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $155,951.80 | 37,220 | Apr 30, 2026 | Jun 29, 2026 |
|
NWHHX
Nationwide Bailard Small Cap Value Fund
|
MF | Independent / Boutique | 0.08% | $103,174.56 | 24,624 | Apr 30, 2026 | Jun 23, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $88,004.04 | 17,887 | Feb 28, 2026 | Apr 24, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.07% | $81,250.00 | 25,000 | Mar 31, 2026 | May 21, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $74,412.00 | 22,896 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $60,983.40 | 12,395 | Feb 28, 2026 | Apr 24, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $55,728.84 | 11,327 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $26,627.45 | 6,355 | Apr 30, 2026 | Jun 24, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $20,669.27 | 4,933 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSIX
U.S. Sustainability Core 1 Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $19,114.78 | 4,562 | Apr 30, 2026 | Jun 24, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.00% | $18,489.36 | 3,758 | Feb 28, 2026 | Apr 29, 2026 |
|
-
Dimensional VA U.S. Targeted Value Portfolio
|
ETF | Dimensional Fund Advisors | 0.00% | $18,436.00 | 4,400 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $15,511.38 | 3,702 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSU
Dimensional US Sustainability Core 1 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $11,648.20 | 2,780 | Apr 30, 2026 | Jun 29, 2026 |
|
DFVEX
U.S. VECTOR EQUITY PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $10,546.23 | 2,517 | Apr 30, 2026 | Jun 24, 2026 |
|
-
JNL/DFA U.S. Small Cap Fund
|
ETF | Independent / Boutique | 0.00% | $9,100.00 | 2,800 | Mar 31, 2026 | May 28, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.00% | $4,836.00 | 1,488 | Mar 31, 2026 | May 26, 2026 |
|
-
AZL DFA U.S. Core Equity Fund
|
ETF | Independent / Boutique | 0.00% | $4,771.00 | 1,468 | Mar 31, 2026 | Jun 1, 2026 |
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