As of the latest SEC filings, Investar Holding Corp (ISTR) is held by 132 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $11,922,007.68 in market value, representing a significant portion of its portfolio.
Funds holding Investar Holding Corp (ISTR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ISTR
- CIK:
- 0001602658
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $11,922,007.68 | 437,184 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $7,842,688.38 | 287,594 | Mar 31, 2026 | May 28, 2026 |
|
BTO
John Hancock Financial Opportunities Fund
|
CEF | John Hancock | 0.86% | $6,047,900.00 | 5,000 | Mar 31, 2026 | May 29, 2026 |
|
RMCFX
Royce Micro-Cap Fund
|
MF | Independent / Boutique | 1.17% | $3,769,013.97 | 138,211 | Mar 31, 2026 | May 21, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,731,217.75 | 136,825 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $3,407,443.28 | 122,968 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $3,084,237.00 | 113,100 | Mar 31, 2026 | May 28, 2026 |
|
RMT
ROYCE MICRO-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.44% | $3,014,425.80 | 110,540 | Mar 31, 2026 | May 21, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.01% | $2,458,861.23 | 87,101 | Feb 28, 2026 | Apr 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,180,887.84 | 78,704 | Apr 30, 2026 | Jun 24, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.04% | $2,022,707.73 | 71,651 | Feb 27, 2026 | Apr 24, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.00% | $1,885,942.60 | 68,060 | Apr 30, 2026 | Jun 26, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.09% | $1,764,396.27 | 64,701 | Mar 31, 2026 | Jun 1, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $1,679,724.78 | 60,618 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,295,165.40 | 46,740 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,285,481.28 | 45,536 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,271,029.99 | 45,869 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,261,259.94 | 44,678 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,260,527.90 | 45,490 | Apr 30, 2026 | Jun 29, 2026 |
|
RCMCX
Royce Capital Fund - Micro-Cap Portfolio
|
MF | Independent / Boutique | 1.15% | $1,181,745.45 | 43,335 | Mar 31, 2026 | May 21, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.10% | $1,172,610.00 | 43,000 | Mar 31, 2026 | May 21, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.07% | $874,521.63 | 32,069 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $795,554.10 | 28,710 | Apr 30, 2026 | Jun 29, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $777,182.37 | 28,047 | Apr 30, 2026 | Jun 25, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $712,562.65 | 25,715 | Apr 30, 2026 | Jun 24, 2026 |
Advertisement (320x50)