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Funds Holding Polaris Inc

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

Institutional holders of PII →
Funds holding
84
as of 2026-07-31
Reported value
$251.6M
summed across funds
Fund families
43
named trusts
Largest conviction
1.38%
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
Invesco High Yield Equity Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust231.8K sh$15.5M1.38%
Columbia Small Cap Value Discovery FundCOLUMBIA FUNDS SERIES TRUST I323.7K sh$21.7M0.87%
MFS Equity Income FundMFS SERIES TRUST VII79.2K sh$5.3M0.58%
First Trust Small Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund102.6K sh$6.9M0.53%
The Hartford Small Cap Growth FundHARTFORD MUTUAL FUNDS II, INC18.4K sh$1.2M0.45%
Invesco S&P Midcap 400 Pure Value ETFInvesco Exchange-Traded Fund Trust21.8K sh$1.5M0.44%
Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Series91.7K sh$6.2M0.27%
Transamerica Small Cap ValueTRANSAMERICA FUNDS4.1K sh$275K0.24%
U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC71.7K sh$4.8M0.24%
Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST23.6K sh$1.6M0.24%
Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust3.2K sh$214.4K0.23%
PACE Small/Medium Co Growth Equity InvestmentsPACE SELECT ADVISORS TRUST7.6K sh$511.1K0.20%
MID-CAP VALUE PROFUNDProFunds77 sh$5.2K0.19%
First Trust Small Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund38.2K sh$2.6M0.19%
BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust2K sh$134.2K0.15%
Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust268 sh$18K0.15%
U.S. Strategic Equity FundRUSSELL INVESTMENT CO64.3K sh$4.3M0.14%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC165.4K sh$11.1M0.14%
Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust221 sh$14.8K0.14%
JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust13.9K sh$934.5K0.13%
Fidelity MSCI Consumer Discretionary Index ETFFIDELITY COVINGTON TRUST31.4K sh$2.1M0.13%
LSV Global Value FundADVISORS' INNER CIRCLE FUND2.1K sh$140.9K0.12%
Nuveen Small Cap Blend Index FundTIAA-CREF Funds72.3K sh$4.8M0.12%
Global X Russell 2000 ETFGLOBAL X FUNDS26.2K sh$1.8M0.12%
Fidelity Small Cap Index FundFidelity Salem Street Trust599.3K sh$40.2M0.12%
Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST132.7K sh$8.9M0.12%
SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST6.2K sh$415.4K0.12%
Nuveen ESG Small-Cap ETFNuShares ETF Trust21.4K sh$1.4M0.11%
iShares Morningstar Small-Cap Value ETFiShares Trust11.2K sh$754.5K0.11%
First Trust Multi Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund9.3K sh$623.2K0.11%
Pacer Trendpilot US Mid Cap ETFPacer Funds Trust6K sh$402.1K0.10%
SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST7.9K sh$528.6K0.10%
MidCap S&P 400 Index FundPrincipal Funds, Inc20.7K sh$1.4M0.10%
PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2200 sh$13.4K0.10%
BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.19.5K sh$1.3M0.10%
Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust4.2K sh$280.1K0.10%
Transamerica Small/Mid Cap ValueTRANSAMERICA FUNDS9.6K sh$644K0.10%
U.S. Small Cap Equity FundRUSSELL INVESTMENT CO13.8K sh$928.3K0.10%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC254.3K sh$17.1M0.09%
Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust8.1K sh$540.1K0.08%
SmallCap Value Fund IIPrincipal Funds, Inc15.7K sh$1.1M0.08%
ULTRA SMALL CAP PROFUNDProFunds705 sh$47.3K0.08%
Dimensional U.S. Small Cap ETFDimensional ETF Trust179.6K sh$12M0.08%
Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust794 sh$53.3K0.08%
ULTRA MID CAP PROFUNDProFunds453 sh$30.4K0.06%
Tax-Managed U.S. Large Cap FundRUSSELL INVESTMENT CO110.3K sh$7.4M0.06%
iShares Morningstar Small-Cap ETFiShares Trust2.3K sh$154.8K0.05%
Column Small Cap FundTrust for Professional Managers4.6K sh$298.3K0.05%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust20K sh$1.3M0.05%
Victory Extended Market Index FundVictory Portfolios III6.1K sh$412.4K0.05%
Old Westbury Small & Mid Cap Strategies FundOld Westbury Funds Inc69.6K sh$4.7M0.05%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds9.5K sh$640.1K0.05%
Dimensional US Vector Equity ETFDimensional ETF Trust3.3K sh$218.1K0.04%
SMALL-CAP PROFUNDProFunds46 sh$3.1K0.04%
MID-CAP PROFUNDProFunds49 sh$3.3K0.04%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST57.3K sh$3.8M0.03%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust40.7K sh$2.7M0.03%
Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC3.4K sh$229.8K0.03%
SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST415 sh$27.8K0.03%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC20.7K sh$1.4M0.02%
Intech S&P Small-Mid Cap Diversified Alpha ETFTidal Trust III455 sh$30.5K0.02%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust121.2K sh$8.1M0.02%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC5.9K sh$393.6K0.02%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust5K sh$332.4K0.01%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS214.5K sh$14.4M0.01%
Dimensional US Core Equity 1 ETFDimensional ETF Trust6.9K sh$461.3K0.01%
Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust1.6K sh$108.6K0.01%
SmallCap Growth Fund IPrincipal Funds, Inc4.7K sh$317K0.01%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC15.6K sh$1M0.01%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC61.3K sh$4.1M0.01%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust6K sh$400.5K0.01%
E*TRADE No Fee Total Market Index FundE Trade Trust133 sh$8.9K0.01%
Dimensional US Core Equity Market ETFDimensional ETF Trust15K sh$1M0.01%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC41.2K sh$2.8M0.01%
Nuveen Equity Index FundTIAA-CREF Funds50.7K sh$3.4M0.01%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III304 sh$20.4K0.01%
Dimensional U.S. Equity Market ETFDimensional ETF Trust16.7K sh$1.1M0.01%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust1.7K sh$116.6K0.01%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust29.5K sh$2M0.01%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST32.2K sh$2.2M0.00%
iShares Total U.S. Stock Market Index FundBlackRock Funds3.4K sh$225.8K0.00%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS44.4K sh$3M0.00%
Dimensional U.S. Marketwide Value ETFDimensional ETF Trust6.8K sh$458K0.00%
Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc68 sh$4.6K0.00%

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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