As of the latest SEC filings, STONERIDGE INC (SRI) is held by 88 institutional funds. The largest fund shareholder is Federated Hermes MDT Small Cap Core Fund (QASCX), holding an estimated $6,555,955.00 in market value, representing 0.35% of its portfolio.
Funds holding STONERIDGE INC (SRI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SRI
- CIK:
- 0001043337
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
QASCX
Federated Hermes MDT Small Cap Core Fund
|
MF | Federated Hermes | 0.35% | $6,555,955.00 | 936,565 | Apr 30, 2026 | Jun 23, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.02% | $5,723,248.20 | 725,380 | Feb 28, 2026 | Apr 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,885,696.36 | 804,492 | Mar 31, 2026 | May 28, 2026 |
|
RMT
ROYCE MICRO-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.32% | $2,187,951.36 | 452,992 | Mar 31, 2026 | May 21, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,070,516.00 | 295,788 | Apr 30, 2026 | Jun 24, 2026 |
|
MSGAX
Meridian Small Cap Growth Fund
|
MF | Independent / Boutique | 0.79% | $1,864,578.03 | 386,041 | Mar 31, 2026 | Jun 1, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,477,497.00 | 305,900 | Mar 31, 2026 | May 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $1,211,791.00 | 173,113 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,163,262.15 | 147,435 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $1,073,221.47 | 136,023 | Feb 28, 2026 | Apr 24, 2026 |
|
RMCFX
Royce Micro-Cap Fund
|
MF | Independent / Boutique | 0.32% | $1,020,294.03 | 211,241 | Mar 31, 2026 | May 21, 2026 |
|
-
1290 VT GAMCO Small Company Value Portfolio
|
ETF | Independent / Boutique | 0.02% | $966,000.00 | 200,000 | Mar 31, 2026 | May 26, 2026 |
|
RSCRX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.10% | $961,786.00 | 137,398 | Apr 30, 2026 | Jun 22, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $895,405.00 | 127,915 | Apr 30, 2026 | Jun 29, 2026 |
|
VCDAX
VANGUARD CONSUMER DISCRETIONARY INDEX FUND
|
ETF | Vanguard | 0.01% | $876,318.63 | 111,067 | Feb 28, 2026 | Apr 28, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.02% | $693,759.81 | 87,929 | Feb 27, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $677,306.00 | 96,758 | Apr 30, 2026 | Jun 24, 2026 |
|
FSCC
Federated Hermes MDT Small Cap Core ETF
|
ETF | Federated Hermes | 0.44% | $675,226.20 | 85,580 | Feb 28, 2026 | Apr 23, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $663,901.00 | 94,843 | Apr 30, 2026 | Jun 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $574,392.00 | 82,056 | Apr 30, 2026 | Jun 24, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.02% | $491,853.39 | 101,833 | Mar 31, 2026 | May 28, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.02% | $471,238.14 | 59,726 | Feb 28, 2026 | Apr 29, 2026 |
|
DASVX
Dunham Small Cap Value Fund
|
MF | Independent / Boutique | 0.46% | $437,465.00 | 62,495 | Apr 30, 2026 | Jun 25, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $419,489.00 | 59,927 | Apr 30, 2026 | Jun 29, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $372,494.79 | 47,211 | Feb 28, 2026 | Apr 24, 2026 |
Advertisement (320x50)