As of the latest SEC filings, Dole plc (DOLE) is held by 196 institutional funds. The largest fund shareholder is Victory Sycamore Small Company Opportunity Fund (SSGSX), holding an estimated $50,872,400.00 in market value, representing 1.14% of its portfolio.
Funds holding Dole plc (DOLE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DOLE
- CIK:
- 0001857475
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SSGSX
Victory Sycamore Small Company Opportunity Fund
|
MF | Independent / Boutique | 1.14% | $50,872,400.00 | 3,560,000 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.12% | $28,911,346.12 | 1,802,453 | Feb 28, 2026 | Apr 29, 2026 |
|
LLSCX
Longleaf Partners Small Cap Fund
|
MF | Independent / Boutique | 3.97% | $27,588,502.64 | 1,930,616 | Mar 31, 2026 | May 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $24,242,884.97 | 1,696,493 | Mar 31, 2026 | May 28, 2026 |
|
ARSIX
AMG River Road Small Cap Value Fund
|
MF | Independent / Boutique | 1.86% | $20,212,746.84 | 1,331,538 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.10% | $19,278,205.32 | 1,269,974 | Apr 30, 2026 | Jun 24, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.50% | $11,164,146.18 | 735,451 | Apr 30, 2026 | Jun 25, 2026 |
|
BIVIX
Invenomic Fund
|
MF | Independent / Boutique | 1.09% | $10,609,074.30 | 698,885 | Apr 30, 2026 | Jun 26, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $10,086,897.48 | 664,486 | Apr 30, 2026 | Jun 26, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.06% | $8,802,168.54 | 579,853 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.11% | $8,442,964.20 | 556,190 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.06% | $8,397,272.40 | 553,180 | Apr 30, 2026 | Jun 29, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.07% | $8,308,849.05 | 581,445 | Mar 31, 2026 | May 28, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.20% | $7,836,067.80 | 516,210 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.04% | $6,563,648.20 | 409,205 | Feb 28, 2026 | Apr 28, 2026 |
|
FSAKX
Strategic Advisers U.S. Total Stock Fund
|
MF | Fidelity | 0.01% | $6,512,015.44 | 405,986 | Feb 28, 2026 | Apr 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.31% | $6,421,897.42 | 449,398 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $5,828,376.18 | 383,951 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.04% | $5,689,661.34 | 374,813 | Apr 30, 2026 | Jun 29, 2026 |
|
TSMEX
Nuveen Quant Small/Mid Cap Equity Fund
|
MF | TIAA / Nuveen | 0.20% | $5,250,458.40 | 345,880 | Apr 30, 2026 | Jun 24, 2026 |
|
VSCCX
JPMorgan Small Cap Blend Fund
|
MF | JPMorgan | 0.36% | $5,209,062.25 | 364,525 | Mar 31, 2026 | May 29, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.39% | $4,679,975.00 | 327,500 | Mar 31, 2026 | May 21, 2026 |
|
ORSAX
NORTH SQUARE DYNAMIC SMALL CAP FUND
|
MF | Independent / Boutique | 0.45% | $3,053,246.08 | 190,352 | Feb 28, 2026 | Apr 27, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $3,027,772.44 | 199,458 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $2,749,735.56 | 181,142 | Apr 30, 2026 | Jun 29, 2026 |
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