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Funds Holding EnerSys

Every registered fund lists what it holds each quarter. These are the ones reporting a position in EnerSys, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of ENS →
Funds holding
126
as of 2026-07-31
Reported value
$854.5M
summed across funds
Fund families
56
named trusts
Largest conviction
2.30%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Harbor Small Cap Value FundHARBOR FUNDS309.9K sh$57.6M2.30%
Global X Lithium and Battery Tech ETFGLOBAL X FUNDS179.7K sh$33.4M2.22%
Janus Henderson Small Cap Growth Alpha ETFJanus Detroit Street Trust33.7K sh$6.3M1.73%
iShares Energy Storage & Materials ETFiShares Trust5.7K sh$1.1M1.54%
Fundstrat Granny Shots US Small- & Mid-Cap ETFTidal Trust III38.9K sh$7.2M1.43%
Nuveen Small Cap Value FundNuveen Investment Funds, Inc.21.9K sh$4.1M1.42%
Abacus FCF Real Assets Leaders ETFAbacus FCF ETF Trust7.1K sh$1.3M1.42%
SmallCap FundPrincipal Funds, Inc154.7K sh$28.8M1.38%
FT Vest SMID Rising Dividend Achievers Target Income ETFFirst Trust Exchange-Traded Fund IV49.1K sh$9.1M1.00%
Invesco S&P MidCap Momentum ETFInvesco Exchange-Traded Fund Trust378.5K sh$70.4M0.98%
Janus Henderson Small/Mid Cap Growth Alpha ETFJanus Detroit Street Trust54.1K sh$10.1M0.96%
Invesco S&P Midcap 400 Pure Growth ETFInvesco Exchange-Traded Fund Trust16.6K sh$3.1M0.91%
AAM Sawgrass U.S. Small Cap Quality Growth ETFETF Series Solutions376 sh$70K0.89%
Pacer US Cash Cows Growth ETFPacer Funds Trust6.1K sh$1.1M0.87%
Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST29.9K sh$5.6M0.85%
Cambria Value and Momentum ETFCambria ETF Trust4.2K sh$786.1K0.72%
LSV Value Equity FundADVISORS' INNER CIRCLE FUND47.8K sh$8.9M0.72%
Global X U.S. Electrification ETFGLOBAL X FUNDS16.8K sh$3.1M0.68%
First Trust Mid Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund19.6K sh$3.7M0.63%
Invesco Small Cap Value FundAIM Sector Funds (Invesco Sector Funds)371.5K sh$69.1M0.62%
Applied Finance Explorer FundWorld Funds Trust35K sh$6.5M0.62%
The Hartford Small Cap Growth FundHARTFORD MUTUAL FUNDS II, INC9.2K sh$1.7M0.62%
LSV Small Cap Value FundADVISORS' INNER CIRCLE FUND21.9K sh$4.1M0.58%
Intech S&P Small-Mid Cap Diversified Alpha ETFTidal Trust III3.6K sh$665.7K0.51%
PGIM Quant Solutions Small-Cap Value FundTarget Portfolio Trust11.8K sh$2.2M0.51%
Fidelity SAI Small-Mid Cap Momentum Index FundFidelity Salem Street Trust112.6K sh$20.9M0.50%
Pacer Lunt Midcap Multi-Factor Alternator ETFPacer Funds Trust1.4K sh$266.1K0.50%
Nuveen Quant Small Cap Equity FundTIAA-CREF Funds108K sh$20.1M0.50%
SA Franklin Small Company Value PortfolioSUNAMERICA SERIES TRUST7.5K sh$1.4M0.46%
Franklin Small Cap Value FundFranklin Value Investors Trust106.6K sh$19.8M0.46%
Nuveen Mid Cap Value FundTIAA-CREF Funds37.8K sh$7M0.42%
Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO44.6K sh$8.3M0.40%
Allspring Small Company Value PortfolioALLSPRING MASTER TRUST13.9K sh$2.6M0.39%
MID-CAP GROWTH PROFUNDProFunds103 sh$19.2K0.38%
First Trust Mid Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund22K sh$4.1M0.30%
BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust1.4K sh$259.9K0.30%
Invesco BuyBack AchieversTM ETFInvesco Exchange-Traded Fund Trust35.4K sh$6.6M0.29%
Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST35.4K sh$6.6M0.28%
Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust177 sh$32.9K0.27%
Federated Hermes MDT Small Cap Growth FundFederated Hermes MDT Series12.3K sh$2.3M0.27%
Harbor Mid Cap Value FundHARBOR FUNDS6K sh$1.1M0.24%
Fidelity Flex Small Cap Index FundFidelity Salem Street Trust5.5K sh$1M0.24%
JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust7.6K sh$1.4M0.24%
Hartford Multifactor US Equity ETFLattice Strategies Trust8.8K sh$1.6M0.23%
Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust3.4K sh$641.1K0.23%
Global X Russell 2000 ETFGLOBAL X FUNDS17.8K sh$3.3M0.22%
Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST90.4K sh$16.8M0.22%
Fidelity Small Cap Index FundFidelity Salem Street Trust407K sh$75.7M0.22%
Nuveen Small Cap Blend Index FundTIAA-CREF Funds48.6K sh$9M0.22%
SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST4.2K sh$783.5K0.22%
Dimensional U.S. Targeted Value ETFDimensional ETF Trust165.9K sh$30.9M0.21%
Hartford US Value ETFLattice Strategies Trust517 sh$96.2K0.20%
Pacer Trendpilot US Mid Cap ETFPacer Funds Trust4.1K sh$759.3K0.19%
SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST5.3K sh$989K0.19%
MidCap S&P 400 Index FundPrincipal Funds, Inc14.1K sh$2.6M0.19%
First Trust Multi Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund5.9K sh$1.1M0.19%
BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.13.3K sh$2.5M0.19%
Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust184 sh$34.2K0.19%
PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2125 sh$23.3K0.17%
Hartford Disciplined US Equity ETFLattice Strategies Trust1.9K sh$350.9K0.17%
Fidelity Small Cap Growth FundFidelity Securities Fund81.4K sh$15.1M0.17%
Fidelity Small Cap Growth K6 FundFidelity Securities Fund42.3K sh$7.9M0.17%
U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC149.5K sh$27.8M0.17%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC172.2K sh$32M0.16%
ULTRA SMALL CAP PROFUNDProFunds479 sh$89.1K0.15%
VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND180.9K sh$33.7M0.15%
U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC16.1K sh$3M0.15%
Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust541 sh$100.7K0.15%
Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Series17.5K sh$3.2M0.14%
Dimensional U.S. Small Cap ETFDimensional ETF Trust118.2K sh$22M0.14%
iShares Morningstar Small-Cap Growth ETFiShares Trust7.4K sh$1.4M0.14%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC59.8K sh$11.1M0.14%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust15.2K sh$2.8M0.14%
Fidelity Small-Mid Multifactor ETFFidelity Covington Trust18.7K sh$3.5M0.14%
Column Small Cap FundTrust for Professional Managers3.6K sh$668.3K0.12%
ULTRA MID CAP PROFUNDProFunds309 sh$57.5K0.12%
iShares Morningstar Small-Cap ETFiShares Trust1.6K sh$288.9K0.10%
Fidelity MSCI Industrials Index ETFFIDELITY COVINGTON TRUST12.1K sh$2.3M0.10%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust13.6K sh$2.5M0.10%
Victory Extended Market Index FundVictory Portfolios III4.2K sh$774.2K0.10%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds6.5K sh$1.2M0.09%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC26.9K sh$5M0.09%
Nuveen Quant Small/Mid Cap Equity FundTIAA-CREF Funds11.7K sh$2.2M0.08%
U.S. Small Cap Equity FundRUSSELL INVESTMENT CO4.2K sh$776.6K0.08%
Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC3.8K sh$707.5K0.08%
SMALL-CAP PROFUNDProFunds31 sh$5.8K0.07%
MID-CAP PROFUNDProFunds33 sh$6.1K0.07%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust14.6K sh$2.7M0.07%
iShares Morningstar Small-Cap Value ETFiShares Trust2.5K sh$459.7K0.07%
Dimensional US Vector Equity ETFDimensional ETF Trust1.6K sh$306.4K0.06%
U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC45.3K sh$8.4M0.04%
U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC1.4K sh$266.2K0.04%
Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc426 sh$79.3K0.04%
Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust2.2K sh$404.1K0.04%
SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST227 sh$42.2K0.04%
Dimensional U.S. Marketwide Value ETFDimensional ETF Trust31.6K sh$5.9M0.04%
Green Century Balanced FundGREEN CENTURY FUNDS729 sh$135.6K0.04%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC4.8K sh$893.8K0.04%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC55.8K sh$10.4M0.03%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust65.7K sh$12.2M0.03%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC56K sh$10.4M0.03%
SmallCap Growth Fund IPrincipal Funds, Inc3K sh$558.3K0.02%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC9.9K sh$1.8M0.02%
Goldman Sachs Multi-Manager Global Equity FundGoldman Sachs Trust II2K sh$378.8K0.02%
Fidelity Hedged Equity FundFidelity Greenwood Street Trust761 sh$141.6K0.02%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust8.9K sh$1.7M0.02%
Dimensional US Core Equity 1 ETFDimensional ETF Trust3K sh$550.3K0.02%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust1.7K sh$323.4K0.01%
E*TRADE No Fee Total Market Index FundE Trade Trust79 sh$14.7K0.01%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust1.6K sh$302.9K0.01%
Dimensional US Core Equity Market ETFDimensional ETF Trust7.8K sh$1.5M0.01%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III206 sh$38.3K0.01%
Nuveen Equity Index FundTIAA-CREF Funds34K sh$6.3M0.01%
Dimensional U.S. Equity Market ETFDimensional ETF Trust10.8K sh$2M0.01%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust20K sh$3.7M0.01%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST22.2K sh$4.1M0.01%
iShares Total U.S. Stock Market Index FundBlackRock Funds2.4K sh$439.5K0.01%
SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST284 sh$52.8K0.01%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS31K sh$5.8M0.01%
Dimensional US Small Cap Value ETFDimensional ETF Trust1.9K sh$355.4K0.00%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds554 sh$103.1K0.00%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds332 sh$61.8K0.00%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds717 sh$133.4K0.00%
SmallCap Value Fund IIPrincipal Funds, Inc149 sh$27.7K0.00%
THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds348 sh$64.7K0.00%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds51 sh$9.5K0.00%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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