As of the latest SEC filings, POWELL INDUSTRIES INC (POWL) is held by 341 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $307,748,989.44 in market value, representing 0.33% of its portfolio.
Funds holding POWELL INDUSTRIES INC (POWL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- POWL
- CIK:
- 0000080420
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.33% | $307,748,989.44 | 568,768 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $166,929,672.96 | 308,512 | Mar 31, 2026 | May 28, 2026 |
|
AIRR
First Trust RBA American Industrial Renaissance ETF
|
ETF | First Trust | 1.83% | $153,628,303.32 | 283,929 | Mar 31, 2026 | May 21, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.18% | $126,367,610.76 | 233,547 | Mar 31, 2026 | May 28, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 1.06% | $107,120,313.00 | 197,975 | Mar 31, 2026 | May 21, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.24% | $78,587,467.91 | 283,433 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.40% | $74,837,113.89 | 269,907 | Apr 30, 2026 | Jun 24, 2026 |
|
NETZ
TCW Transform Systems ETF
|
ETF | Independent / Boutique | 4.37% | $64,373,498.63 | 232,169 | Apr 30, 2026 | Jun 29, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.04% | $60,657,232.32 | 112,104 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.07% | $57,224,079.72 | 105,759 | Mar 31, 2026 | May 28, 2026 |
|
XSMO
Invesco S&P SmallCap Momentum ETF
|
ETF | Invesco | 2.05% | $56,495,148.85 | 203,755 | Apr 30, 2026 | Jun 26, 2026 |
|
ODINX
Invesco Discovery Fund
|
MF | Invesco | 0.79% | $52,163,650.00 | 99,625 | Feb 28, 2026 | Apr 28, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.06% | $51,860,894.76 | 95,847 | Mar 31, 2026 | May 28, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.34% | $46,588,611.24 | 86,103 | Mar 31, 2026 | May 28, 2026 |
|
FKASX
Federated Hermes Kaufmann Small Cap Fund
|
MF | Federated Hermes | 1.57% | $45,139,556.00 | 162,800 | Apr 30, 2026 | Jun 23, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.68% | $44,212,187.88 | 81,711 | Mar 31, 2026 | May 28, 2026 |
|
PAVE
Global X U.S. Infrastructure Development ETF
|
ETF | Independent / Boutique | 0.35% | $43,680,806.40 | 83,424 | Feb 28, 2026 | Apr 29, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.35% | $42,133,899.60 | 77,870 | Mar 31, 2026 | May 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.56% | $41,507,319.00 | 149,700 | Apr 30, 2026 | Jun 24, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.09% | $33,912,189.00 | 62,675 | Mar 31, 2026 | May 28, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.34% | $32,409,609.84 | 59,898 | Mar 31, 2026 | May 28, 2026 |
|
QASCX
Federated Hermes MDT Small Cap Core Fund
|
MF | Federated Hermes | 1.59% | $30,017,250.20 | 108,260 | Apr 30, 2026 | Jun 23, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.21% | $29,534,245.86 | 106,518 | Apr 30, 2026 | Jun 29, 2026 |
|
VOLT
Tema Electrification ETF
|
ETF | Independent / Boutique | 6.39% | $28,207,379.20 | 53,872 | Feb 28, 2026 | Apr 23, 2026 |
|
FSAKX
Strategic Advisers U.S. Total Stock Fund
|
MF | Fidelity | 0.03% | $27,130,857.60 | 51,816 | Feb 28, 2026 | Apr 24, 2026 |
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