As of the latest SEC filings, MCGRATH RENTCORP (MGRC) is held by 282 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $87,458,546.52 in market value, representing a significant portion of its portfolio.
Funds holding MCGRATH RENTCORP (MGRC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MGRC
- CIK:
- 0000752714
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $87,458,546.52 | 793,059 | Mar 31, 2026 | May 28, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.08% | $68,617,759.92 | 622,214 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.09% | $66,172,300.92 | 600,039 | Mar 31, 2026 | May 28, 2026 |
|
SSGSX
Victory Sycamore Small Company Opportunity Fund
|
MF | Independent / Boutique | 1.46% | $65,065,200.00 | 590,000 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.04% | $62,641,797.00 | 568,025 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.07% | $39,848,134.08 | 361,336 | Mar 31, 2026 | May 28, 2026 |
|
FVLKX
Fidelity Value Fund
|
MF | Fidelity | 0.41% | $39,325,840.95 | 355,729 | Apr 30, 2026 | Jun 26, 2026 |
|
ARSIX
AMG River Road Small Cap Value Fund
|
MF | Independent / Boutique | 3.44% | $37,368,000.45 | 338,019 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.04% | $30,299,871.12 | 274,754 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.08% | $26,833,690.95 | 242,729 | Apr 30, 2026 | Jun 26, 2026 |
|
SBPYX
ClearBridge Small Cap Growth Fund
|
MF | Franklin Templeton | 1.28% | $25,684,413.15 | 232,333 | Apr 30, 2026 | Jun 22, 2026 |
|
FSAKX
Strategic Advisers U.S. Total Stock Fund
|
MF | Fidelity | 0.03% | $24,286,178.35 | 218,893 | Feb 28, 2026 | Apr 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.11% | $18,028,936.20 | 163,084 | Apr 30, 2026 | Jun 24, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.14% | $16,814,281.32 | 152,469 | Mar 31, 2026 | May 28, 2026 |
|
LSSNX
Loomis Sayles Small Cap Growth Fund
|
MF | Independent / Boutique | 0.81% | $15,560,177.16 | 141,097 | Mar 31, 2026 | May 29, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.01% | $15,274,251.30 | 138,166 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.11% | $15,106,215.30 | 136,646 | Apr 30, 2026 | Jun 29, 2026 |
|
LACAX
Columbia Acorn Fund
|
MF | Columbia Threadneedle | 0.67% | $15,074,614.32 | 136,694 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.03% | $14,255,077.90 | 128,482 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.09% | $13,496,401.80 | 121,644 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.06% | $13,261,298.75 | 119,525 | Feb 28, 2026 | Apr 24, 2026 |
|
-
JNL Multi-Manager Small Cap Value Fund
|
ETF | Independent / Boutique | 0.74% | $12,398,118.72 | 112,424 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $12,099,586.95 | 109,449 | Apr 30, 2026 | Jun 24, 2026 |
|
ARSMX
AMG River Road Small-Mid Cap Value Fund
|
MF | Independent / Boutique | 3.24% | $10,662,436.95 | 96,449 | Apr 30, 2026 | Jun 24, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.01% | $10,568,248.35 | 95,597 | Apr 30, 2026 | Jun 26, 2026 |
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