As of the latest SEC filings, EDUCATIONAL DEVELOPMENT CORP (EDUC) is held by 11 institutional funds. The largest fund shareholder is Needham Aggressive Growth Fund (NEAGX), holding an estimated $1,008,000.00 in market value, representing 0.06% of its portfolio.
Funds holding EDUCATIONAL DEVELOPMENT CORP (EDUC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EDUC
- CIK:
- 0000031667
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
NEAGX
Needham Aggressive Growth Fund
|
MF | Independent / Boutique | 0.06% | $1,008,000.00 | 800,000 | Mar 31, 2026 | May 19, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.02% | $546,110.60 | 390,079 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Columbia Variable Portfolio - Small Cap Value Fund
|
ETF | Columbia Threadneedle | 0.02% | $92,073.24 | 73,074 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $56,072.52 | 44,502 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $40,986.32 | 30,137 | Feb 28, 2026 | Apr 24, 2026 |
|
BRUSX
Ultra-Small Company Fund
|
MF | Independent / Boutique | 0.03% | $27,198.36 | 21,586 | Mar 31, 2026 | May 21, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $11,445.76 | 8,416 | Feb 28, 2026 | Apr 24, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $9,630.16 | 7,081 | Feb 28, 2026 | Apr 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $7,021.68 | 5,163 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $4,643.80 | 3,317 | Apr 30, 2026 | Jun 24, 2026 |
|
-
JNL/DFA U.S. Small Cap Fund
|
ETF | Independent / Boutique | 0.00% | $882.00 | 700 | Mar 31, 2026 | May 28, 2026 |
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