As of the latest SEC filings, EVI INDUSTRIES, INC. (EVI) is held by 109 institutional funds. The largest fund shareholder is Royce Small-Cap Fund (RPMIX), holding an estimated $7,347,636.24 in market value, representing 0.40% of its portfolio.
Funds holding EVI INDUSTRIES, INC. (EVI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EVI
- CIK:
- 0000065312
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
RPMIX
Royce Small-Cap Fund
|
MF | Independent / Boutique | 0.40% | $7,347,636.24 | 357,028 | Mar 31, 2026 | May 21, 2026 |
|
CCSGX
CONESTOGA SMID CAP FUND
|
MF | Independent / Boutique | 1.11% | $5,552,216.46 | 269,787 | Mar 31, 2026 | May 29, 2026 |
|
RMT
ROYCE MICRO-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.74% | $5,093,076.66 | 247,477 | Mar 31, 2026 | May 21, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $4,535,276.34 | 220,373 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $3,121,862.52 | 151,694 | Mar 31, 2026 | May 28, 2026 |
|
FSLCX
Fidelity Small Cap Stock Fund
|
MF | Fidelity | 0.20% | $2,565,408.36 | 138,148 | Apr 30, 2026 | Jun 26, 2026 |
|
RMCFX
Royce Micro-Cap Fund
|
MF | Independent / Boutique | 0.70% | $2,255,094.66 | 109,577 | Mar 31, 2026 | May 21, 2026 |
|
RVT
ROYCE SMALL-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.08% | $1,680,501.06 | 81,657 | Mar 31, 2026 | May 21, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $1,253,846.40 | 67,520 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,178,040.36 | 57,242 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,121,342.46 | 54,487 | Mar 31, 2026 | May 28, 2026 |
|
RGT
ROYCE GLOBAL TRUST, INC.
|
CEF | Independent / Boutique | 1.00% | $1,029,000.00 | 50,000 | Mar 31, 2026 | May 21, 2026 |
|
NSMVX
North Star Micro Cap Fund
|
MF | Independent / Boutique | 0.49% | $893,780.00 | 46,000 | Feb 28, 2026 | Apr 27, 2026 |
|
RCMCX
Royce Capital Fund - Micro-Cap Portfolio
|
MF | Independent / Boutique | 0.70% | $721,452.48 | 35,056 | Mar 31, 2026 | May 21, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $671,064.09 | 36,137 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $516,352.25 | 26,575 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $485,555.70 | 24,990 | Feb 28, 2026 | Apr 28, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $352,576.56 | 17,132 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $343,860.69 | 18,517 | Apr 30, 2026 | Jun 24, 2026 |
|
WSCVX
North Star Small Cap Value Fund
|
MF | Independent / Boutique | 0.94% | $310,880.00 | 16,000 | Feb 28, 2026 | Apr 27, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $278,420.01 | 14,993 | Apr 30, 2026 | Jun 25, 2026 |
|
PSGIX
BlackRock Advantage Small Cap Growth Fund
|
MF | BlackRock / iShares | 0.04% | $234,241.56 | 11,382 | Mar 31, 2026 | May 26, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $195,386.52 | 9,494 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $189,908.82 | 9,774 | Feb 28, 2026 | Apr 24, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.01% | $176,823.36 | 8,592 | Mar 31, 2026 | May 26, 2026 |
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