As of the latest SEC filings, ENERPAC TOOL GROUP CORP (EPAC) is held by 283 institutional funds. The largest fund shareholder is SMALLCAP World Fund Inc (SMCWX), holding an estimated $131,509,981.19 in market value, representing 0.16% of its portfolio.
Funds holding ENERPAC TOOL GROUP CORP (EPAC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EPAC
- CIK:
- 0000006955
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.16% | $131,509,981.19 | 3,605,977 | Mar 31, 2026 | May 28, 2026 |
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.13% | $115,524,268.44 | 3,167,652 | Mar 31, 2026 | May 26, 2026 |
|
NBGEX
Neuberger Genesis Fund
|
MF | Neuberger Berman | 1.18% | $100,963,027.20 | 2,474,584 | Feb 28, 2026 | Apr 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $61,533,351.04 | 1,687,232 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.07% | $47,105,126.11 | 1,291,613 | Mar 31, 2026 | May 28, 2026 |
|
PSGAX
Virtus KAR Small-Cap Growth Fund
|
MF | Duff & Phelps / Virtus | 5.65% | $46,686,414.04 | 1,280,132 | Mar 31, 2026 | May 29, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.03% | $44,326,622.69 | 1,215,427 | Mar 31, 2026 | May 28, 2026 |
|
-
Growth Fund
|
ETF | Capital Group / American Funds | 0.07% | $33,701,452.89 | 924,087 | Mar 31, 2026 | May 28, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.06% | $24,773,232.19 | 679,277 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $21,531,231.54 | 590,382 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.06% | $18,427,710.60 | 525,006 | Apr 30, 2026 | Jun 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.13% | $17,389,260.70 | 476,810 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.13% | $15,812,224.96 | 433,568 | Mar 31, 2026 | May 28, 2026 |
|
-
JNL Multi-Manager Small Cap Growth Fund
|
ETF | Independent / Boutique | 0.74% | $14,721,370.79 | 403,657 | Mar 31, 2026 | May 28, 2026 |
|
BDFIX
BARON DISCOVERY FUND
|
MF | Independent / Boutique | 0.84% | $13,676,250.00 | 375,000 | Mar 31, 2026 | May 22, 2026 |
|
CIPSX
Champlain Small Company Fund
|
MF | Independent / Boutique | 1.32% | $13,566,840.00 | 372,000 | Mar 31, 2026 | May 29, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.14% | $13,428,436.35 | 368,205 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.03% | $11,288,176.80 | 276,671 | Feb 28, 2026 | Apr 24, 2026 |
|
SSSIX
SouthernSun Small Cap Fund
|
MF | Independent / Boutique | 4.55% | $10,933,086.01 | 299,783 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.07% | $10,741,375.20 | 263,269 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.05% | $10,523,503.20 | 257,929 | Feb 28, 2026 | Apr 24, 2026 |
|
AVPAX
American Beacon Small Cap Value Fund
|
MF | Independent / Boutique | 0.26% | $10,110,800.70 | 288,057 | Apr 30, 2026 | Jun 26, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.15% | $9,966,339.25 | 273,275 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.05% | $9,909,186.30 | 282,313 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Neuberger Berman Genesis Portfolio
|
ETF | Independent / Boutique | 1.21% | $9,238,726.28 | 253,324 | Mar 31, 2026 | May 28, 2026 |
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