As of the latest SEC filings, EPLUS INC (PLUS) is held by 331 institutional funds. The largest fund shareholder is SMALLCAP World Fund Inc (SMCWX), holding an estimated $192,067,227.23 in market value, representing 0.24% of its portfolio.
Funds holding EPLUS INC (PLUS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLUS
- CIK:
- 0001022408
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.24% | $192,067,227.23 | 3,557,678 | Mar 31, 2026 | May 28, 2026 |
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.13% | $118,095,694.50 | 1,569,378 | Mar 31, 2026 | May 26, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.29% | $68,462,675.46 | 848,781 | Feb 28, 2026 | Apr 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $63,674,292.50 | 846,170 | Mar 31, 2026 | May 28, 2026 |
|
GICIX
Goldman Sachs International Small Cap Insights Fund
|
MF | Goldman Sachs | 0.92% | $62,769,387.65 | 1,033,348 | Apr 30, 2026 | Jun 22, 2026 |
|
AVDV
Avantis International Small Cap Value ETF
|
ETF | American Century | 0.32% | $59,806,277.37 | 1,110,625 | Feb 28, 2026 | Apr 29, 2026 |
|
VITAX
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
ETF | Vanguard | 0.04% | $53,608,168.54 | 664,619 | Feb 28, 2026 | Apr 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.07% | $49,203,943.25 | 653,873 | Mar 31, 2026 | May 28, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.40% | $40,114,345.25 | 533,081 | Mar 31, 2026 | May 21, 2026 |
|
ARSIX
AMG River Road Small Cap Value Fund
|
MF | Independent / Boutique | 3.02% | $32,826,690.90 | 387,610 | Apr 30, 2026 | Jun 24, 2026 |
|
RGICX
International Growth and Income Fund
|
MF | Independent / Boutique | 0.17% | $31,617,461.68 | 585,653 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.07% | $22,089,777.39 | 260,831 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $21,921,077.50 | 291,310 | Mar 31, 2026 | May 28, 2026 |
|
FCDTX
Fidelity Stock Selector Small Cap Fund
|
MF | Fidelity | 0.31% | $21,718,665.81 | 256,449 | Apr 30, 2026 | Jun 26, 2026 |
|
CNGAX
New Economy Fund
|
MF | Independent / Boutique | 0.05% | $21,109,623.90 | 390,819 | Feb 28, 2026 | Apr 27, 2026 |
|
QRSVX
FPA Queens Road Small Cap Value Fund
|
MF | Independent / Boutique | 1.58% | $18,726,912.86 | 232,171 | Feb 28, 2026 | Apr 22, 2026 |
|
NWKCX
Nationwide Geneva Small Cap Growth Fund
|
MF | Independent / Boutique | 1.68% | $18,467,840.16 | 218,064 | Apr 30, 2026 | Jun 23, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.19% | $17,976,532.51 | 295,941 | 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% | $17,776,984.75 | 236,239 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.14% | $17,157,827.75 | 228,011 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.09% | $16,953,328.89 | 200,181 | Apr 30, 2026 | Jun 24, 2026 |
|
-
JNL Multi-Manager Small Cap Value Fund
|
ETF | Independent / Boutique | 1.00% | $16,889,486.25 | 224,445 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.10% | $16,375,150.26 | 193,354 | Apr 30, 2026 | Jun 24, 2026 |
|
FSOPX
Fidelity Series Small Cap Opportunities Fund
|
MF | Fidelity | 0.28% | $14,260,949.10 | 168,390 | Apr 30, 2026 | Jun 26, 2026 |
|
FSAKX
Strategic Advisers U.S. Total Stock Fund
|
MF | Fidelity | 0.02% | $14,257,542.26 | 176,761 | Feb 28, 2026 | Apr 24, 2026 |
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