As of the latest SEC filings, Stagwell Inc (STGW) is held by 180 institutional funds. The largest fund shareholder is Hotchkis and Wiley Small Cap Value Fund (HWSIX), holding an estimated $32,965,996.93 in market value, representing 5.05% of its portfolio.
Funds holding Stagwell Inc (STGW)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- STGW
- CIK:
- 0000876883
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
HWSIX
Hotchkis and Wiley Small Cap Value Fund
|
MF | Independent / Boutique | 5.05% | $32,965,996.93 | 5,241,017 | Mar 31, 2026 | Jun 1, 2026 |
|
AVPAX
American Beacon Small Cap Value Fund
|
MF | Independent / Boutique | 0.84% | $32,196,123.96 | 5,134,948 | Apr 30, 2026 | Jun 26, 2026 |
|
HWAIX
Hotchkis and Wiley Value Opportunities Fund
|
MF | Independent / Boutique | 3.42% | $27,838,093.30 | 4,425,770 | Mar 31, 2026 | Jun 1, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $18,075,088.67 | 2,873,623 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $16,889,606.08 | 2,685,152 | Mar 31, 2026 | May 28, 2026 |
|
VSCCX
JPMorgan Small Cap Blend Fund
|
MF | JPMorgan | 0.71% | $10,196,184.35 | 1,621,015 | Mar 31, 2026 | May 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $7,672,057.67 | 1,219,723 | Mar 31, 2026 | May 28, 2026 |
|
HOMPX
HW Opportunities MP Fund
|
MF | Independent / Boutique | 9.26% | $6,974,729.40 | 1,108,860 | Mar 31, 2026 | Jun 1, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $6,747,115.65 | 1,076,095 | Apr 30, 2026 | Jun 26, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.05% | $5,602,169.63 | 890,647 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $4,930,220.13 | 786,319 | Apr 30, 2026 | Jun 24, 2026 |
|
FYC
First Trust Small Cap Growth AlphaDEX Fund
|
ETF | First Trust | 0.44% | $4,656,127.08 | 742,604 | Apr 30, 2026 | Jun 23, 2026 |
|
ESCWX
Embark Small Cap Equity Fund
|
MF | Independent / Boutique | 0.80% | $4,602,405.72 | 734,036 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $4,506,374.40 | 718,720 | Apr 30, 2026 | Jun 29, 2026 |
|
PHLOX
Philotimo Focused Growth & Income
|
MF | Independent / Boutique | 3.73% | $4,185,586.15 | 665,435 | Mar 31, 2026 | May 14, 2026 |
|
BPSIX
Boston Partners Small Cap Value Fund II
|
MF | Independent / Boutique | 0.44% | $3,393,077.56 | 703,958 | Feb 28, 2026 | Apr 28, 2026 |
|
-
AST Small-Cap Equity Portfolio
|
ETF | Independent / Boutique | 0.17% | $3,173,720.14 | 504,566 | Mar 31, 2026 | May 27, 2026 |
|
HWVIX
Hotchkis and Wiley Small Cap Diversified Value Fund
|
MF | Independent / Boutique | 0.37% | $3,065,117.00 | 487,300 | Mar 31, 2026 | Jun 1, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.14% | $2,861,635.50 | 454,950 | Mar 31, 2026 | Jun 1, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,751,058.38 | 570,759 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,689,366.02 | 428,926 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,673,379.26 | 554,643 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $2,666,361.39 | 425,257 | Apr 30, 2026 | Jun 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,515,982.16 | 521,988 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $2,344,860.87 | 373,981 | Apr 30, 2026 | Jun 29, 2026 |
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