As of the latest SEC filings, EquipmentShare.com Inc (EQPT) is held by 188 institutional funds. The largest fund shareholder is T. Rowe Price Mid-Cap Value Fund, Inc. (RRMVX), holding an estimated $61,110,631.47 in market value, representing 0.41% of its portfolio.
Funds holding EquipmentShare.com Inc (EQPT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EQPT
- CIK:
- 0001693736
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
RRMVX
T. Rowe Price Mid-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.41% | $61,110,631.47 | 3,000,031 | Mar 31, 2026 | May 28, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.05% | $42,385,733.04 | 2,080,792 | Mar 31, 2026 | May 28, 2026 |
|
ASVIX
Small Cap Value Fund
|
MF | American Century | 1.05% | $33,203,100.00 | 1,630,000 | Mar 31, 2026 | May 29, 2026 |
|
LBNDX
LORD ABBETT BOND DEBENTURE FUND INC
|
MF | Independent / Boutique | 0.12% | $28,385,785.05 | 28,174,756 | Mar 31, 2026 | May 29, 2026 |
|
CGCP
Capital Group Core Plus Income ETF
|
ETF | Independent / Boutique | 0.38% | $27,742,733.75 | 27,801,863 | Mar 31, 2026 | May 28, 2026 |
|
LSIIX
Loomis Sayles Investment Grade Bond Fund
|
MF | Independent / Boutique | 0.14% | $23,636,816.18 | 23,728,708 | Mar 31, 2026 | May 29, 2026 |
|
KAUAX
Federated Hermes Kaufmann Fund
|
MF | Federated Hermes | 0.45% | $21,131,467.50 | 1,006,500 | Apr 30, 2026 | Jun 23, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $20,558,789.16 | 1,009,268 | Mar 31, 2026 | May 28, 2026 |
|
LBNDX
LORD ABBETT BOND DEBENTURE FUND INC
|
MF | Independent / Boutique | 0.09% | $19,983,792.28 | 19,732,606 | Mar 31, 2026 | May 29, 2026 |
|
-
The Private Shares Fund
|
CEF | Independent / Boutique | 1.62% | $18,848,238.78 | 925,294 | Mar 31, 2026 | May 27, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.08% | $16,921,949.01 | 805,999 | Apr 30, 2026 | Jun 26, 2026 |
|
CGMS
Capital Group U.S. Multi-Sector Income ETF
|
ETF | Independent / Boutique | 0.37% | $16,646,025.44 | 16,681,504 | Mar 31, 2026 | May 28, 2026 |
|
LSIIX
Loomis Sayles Investment Grade Bond Fund
|
MF | Independent / Boutique | 0.10% | $16,139,337.31 | 16,042,937 | Mar 31, 2026 | May 29, 2026 |
|
WIPDX
Allspring Core Plus Bond Fund
|
MF | Allspring | 0.14% | $15,429,367.15 | 15,223,130 | Feb 28, 2026 | Apr 21, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $15,123,421.32 | 742,436 | Mar 31, 2026 | May 28, 2026 |
|
CALRX
Calvert Small Cap Fund
|
MF | Calvert / Morgan Stanley | 0.90% | $13,722,087.54 | 673,642 | Mar 31, 2026 | May 26, 2026 |
|
FKASX
Federated Hermes Kaufmann Small Cap Fund
|
MF | Federated Hermes | 0.47% | $13,436,800.00 | 640,000 | Apr 30, 2026 | Jun 23, 2026 |
|
JLVZX
JPMorgan Large Cap Value Fund
|
MF | JPMorgan | 0.25% | $12,238,805.25 | 600,825 | Mar 31, 2026 | May 29, 2026 |
|
WIPDX
Allspring Core Plus Bond Fund
|
MF | Allspring | 0.10% | $11,269,036.09 | 11,043,715 | Feb 28, 2026 | Apr 21, 2026 |
|
WIPDX
Allspring Core Plus Bond Fund
|
MF | Allspring | 0.10% | $10,905,410.34 | 10,674,697 | Feb 28, 2026 | Apr 21, 2026 |
|
LSIIX
Loomis Sayles Investment Grade Bond Fund
|
MF | Independent / Boutique | 0.06% | $10,520,525.52 | 10,398,788 | Mar 31, 2026 | May 29, 2026 |
|
NSTRX
Columbia Short Term Bond Fund
|
MF | Columbia Threadneedle | 0.58% | $9,625,236.28 | 9,649,739 | Mar 31, 2026 | May 28, 2026 |
|
LSIIX
Loomis Sayles Investment Grade Bond Fund
|
MF | Independent / Boutique | 0.05% | $9,193,421.94 | 9,206,862 | Mar 31, 2026 | May 29, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.02% | $8,499,769.53 | 417,269 | Mar 31, 2026 | May 28, 2026 |
|
LGRUX
Lord Abbett Investment Grade Floating Rate Fund
|
MF | Independent / Boutique | 0.21% | $8,428,907.62 | 8,333,282 | Apr 30, 2026 | Jun 29, 2026 |
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