Titelia

Fonds als Aktionäre von Amalgamated Financial Corp

ISIN US0226711010 · Vereinigte Staaten

Fonds als Aktionäre
233
Davon ETFs
53 180 weitere Fonds
Gehaltener Wert
≈ 296,3 Mio. € 345,1 Mio. $ · 58.521 €
Anteil am Kapital
29,4 % von 29,9 Mio. Aktien am 03.08.2026
FondsStückeWertAnteil am FondsAnteil am Kapital
Nomura Small Cap Value Fund Delaware Group Equity Funds V 784.55430,2 Mio. $0,83 %2,62 %zum 27.02.2026 ↗
iShares Russell 2000 ETF iShares Trust 577.16222,4 Mio. $0,03 %1,93 %zum 31.03.2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 567.40922,1 Mio. $0,00 %1,90 %zum 31.03.2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 534.94120,6 Mio. $0,09 %1,79 %zum 28.02.2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 398.54915,3 Mio. $0,34 %1,33 %zum 27.02.2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 380.85014,8 Mio. $0,85 %1,27 %zum 31.03.2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 236.3539,2 Mio. $0,01 %0,79 %zum 31.03.2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 226.8599,3 Mio. $0,03 %0,76 %zum 30.04.2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 220.0569 Mio. $0,48 %0,74 %zum 30.04.2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 210.1958,6 Mio. $0,05 %0,70 %zum 30.04.2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 207.2228,1 Mio. $0,22 %0,69 %zum 31.03.2026 ↗
iShares Russell 2000 Value ETF iShares Trust 196.8497,7 Mio. $0,06 %0,66 %zum 31.03.2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 188.2137,7 Mio. $0,06 %0,63 %zum 30.04.2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 159.3366,1 Mio. $1,07 %0,53 %zum 28.02.2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 150.2086,1 Mio. $0,07 %0,50 %zum 30.04.2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 146.3306 Mio. $0,15 %0,49 %zum 30.04.2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 144.5235,9 Mio. $0,03 %0,48 %zum 30.04.2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 133.3315,2 Mio. $0,21 %0,45 %zum 31.03.2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 132.4105,4 Mio. $0,03 %0,44 %zum 30.04.2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 113.8884,4 Mio. $0,03 %0,38 %zum 28.02.2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 112.1784,3 Mio. $0,01 %0,38 %zum 28.02.2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 107.6764,2 Mio. $0,25 %0,36 %zum 31.03.2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 104.4544,3 Mio. $0,06 %0,35 %zum 30.04.2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 102.4943,9 Mio. $0,02 %0,34 %zum 28.02.2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 100.5224,1 Mio. $0,03 %0,34 %zum 30.04.2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 99.5353,9 Mio. $0,27 %0,33 %zum 31.03.2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 95.6473,7 Mio. $0,09 %0,32 %zum 31.03.2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 94.9303,7 Mio. $0,31 %0,32 %zum 31.03.2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 84.7673,5 Mio. $0,38 %0,28 %zum 30.04.2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 67.4792,8 Mio. $0,01 %0,23 %zum 30.04.2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 64.1422,6 Mio. $0,01 %0,21 %zum 30.04.2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 63.3102,6 Mio. $0,03 %0,21 %zum 30.04.2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 60.8302,4 Mio. $0,77 %0,20 %zum 31.03.2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 59.3132,4 Mio. $0,37 %0,20 %zum 30.04.2026 ↗
iShares Micro-Cap ETF iShares Trust 58.0552,3 Mio. $0,19 %0,19 %zum 31.03.2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 50.2152,1 Mio. $0,03 %0,17 %zum 30.04.2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 46.7111,8 Mio. $0,42 %0,16 %zum 31.03.2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 44.3341,7 Mio. $0,07 %0,15 %zum 28.02.2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 40.5051,6 Mio. $0,22 %0,14 %zum 31.03.2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 38.6281,5 Mio. $0,00 %0,13 %zum 28.02.2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38.3281,6 Mio. $0,00 %0,13 %zum 30.04.2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 36.9411,4 Mio. $0,06 %0,12 %zum 28.02.2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 36.5261,4 Mio. $0,03 %0,12 %zum 31.03.2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 35.6271,5 Mio. $0,12 %0,12 %zum 30.04.2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 35.6261,4 Mio. $0,92 %0,12 %zum 31.03.2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 33.6731,3 Mio. $0,23 %0,11 %zum 28.02.2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 33.5601,3 Mio. $0,04 %0,11 %zum 31.03.2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 33.5251,3 Mio. $0,07 %0,11 %zum 31.03.2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 33.2101,3 Mio. $0,00 %0,11 %zum 31.03.2026 ↗
NIA IMPACT SOLUTIONS FUND Ultimus Managers Trust 32.7541,3 Mio. $1,34 %0,11 %zum 28.02.2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 30.7841,2 Mio. $0,00 %0,10 %zum 28.02.2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 30.1581,2 Mio. $0,01 %0,10 %zum 28.02.2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 29.4911,1 Mio. $0,06 %0,10 %zum 31.03.2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 28.6701,2 Mio. $0,03 %0,10 %zum 30.04.2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 28.3831,1 Mio. $0,06 %0,09 %zum 31.03.2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 28.3491,1 Mio. $0,07 %0,09 %zum 28.02.2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 27.6181,1 Mio. $0,13 %0,09 %zum 28.02.2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 27.0001,1 Mio. $0,27 %0,09 %zum 30.04.2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 25.9921 Mio. $0,13 %0,09 %zum 31.03.2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 24.982971.050,3 $0,03 %0,08 %zum 31.03.2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 24.823955.437,3 $0,21 %0,08 %zum 28.02.2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 24.4971 Mio. $0,03 %0,08 %zum 30.04.2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 23.926920.911,7 $0,60 %0,08 %zum 28.02.2026 ↗
Small Cap Value Fund Northern Funds 22.913890.628,3 $0,14 %0,08 %zum 31.03.2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 21.063818.718,8 $0,12 %0,07 %zum 31.03.2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 20.840851.939,2 $0,02 %0,07 %zum 30.04.2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 20.564840.656,3 $0,01 %0,07 %zum 30.04.2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 19.948775.378,8 $0,12 %0,07 %zum 31.03.2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 18.977730.424,7 $0,00 %0,06 %zum 28.02.2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 18.183743.321 $0,06 %0,06 %zum 30.04.2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 17.712688.465,4 $0,19 %0,06 %zum 31.03.2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 17.701723.616,9 $0,15 %0,06 %zum 30.04.2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 17.442671.342,6 $0,08 %0,06 %zum 28.02.2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 16.973653.290,8 $0,06 %0,06 %zum 28.02.2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15.900618.033 $0,03 %0,05 %zum 31.03.2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 15.223585.933,3 $0,24 %0,05 %zum 28.02.2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 14.976612.218,9 $0,00 %0,05 %zum 30.04.2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 14.702565.880 $0,01 %0,05 %zum 28.02.2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 14.562566.024,9 $0,19 %0,05 %zum 31.03.2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 14.300555.841 $0,58 %0,05 %zum 31.03.2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 13.690532.130,3 $0,03 %0,05 %zum 31.03.2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 13.086508.652,8 $0,01 %0,04 %zum 31.03.2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 12.862499.945,9 $0,01 %0,04 %zum 31.03.2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 12.701488.861,5 $0,00 %0,04 %zum 28.02.2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 12.143467.384,1 $0,00 %0,04 %zum 28.02.2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 11.878457.184,2 $0,54 %0,04 %zum 28.02.2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 11.518470.855,8 $0,00 %0,04 %zum 30.04.2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 11.268460.635,8 $0,00 %0,04 %zum 30.04.2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11.191457.488,1 $0,05 %0,04 %zum 30.04.2026 ↗
Small Cap Index Fund Northern Funds 10.976426.637,1 $0,03 %0,04 %zum 31.03.2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 10.687415.403,7 $0,30 %0,04 %zum 31.03.2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 10.555410.272,9 $0,56 %0,04 %zum 31.03.2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 10.331401.566 $0,00 %0,03 %zum 31.03.2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10.010389.088,7 $0,02 %0,03 %zum 31.03.2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 9.919405.488,7 $0,03 %0,03 %zum 30.04.2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 9.542370.897,5 $0,30 %0,03 %zum 31.03.2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 9.495369.070,7 $0,01 %0,03 %zum 31.03.2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 9.414384.844,3 $0,00 %0,03 %zum 30.04.2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 9.406365.611,2 $0,00 %0,03 %zum 31.03.2026 ↗
Small Cap Index Fund VALIC Co I 9.390361.421,1 $0,03 %0,03 %zum 28.02.2026 ↗

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Die am stärksten exponierten Fonds

Das Gewicht ist der Anteil am Nettovermögen des Fonds. Die Halterliste ordnet die Fonds nach Stückzahl. Diese Liste ordnet sie nach dem Gewicht des Unternehmens in jedem Fonds.

FondsAnteil am Fonds
NIA IMPACT SOLUTIONS FUND Ultimus Managers Trust 1,34 %zum 28.02.2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 1,07 %zum 28.02.2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 0,92 %zum 31.03.2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 0,85 %zum 31.03.2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 0,83 %zum 27.02.2026 ↗
Hypatia Women CEO ETF Two Roads Shared Trust 0,82 %zum 30.04.2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 0,77 %zum 31.03.2026 ↗
Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds 0,69 %zum 31.03.2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 0,60 %zum 28.02.2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 0,58 %zum 31.03.2026 ↗

Quartal für Quartal

Jede Zeile ist ein Quartal mit Meldungen bei der SEC, das jüngste zuerst. Die Veränderung vergleicht jedes Quartal mit dem vorherigen.

QuartalAktionäreVeränderungStückeVeränderung
2026Q2232+118.778.983+5,5 %
2026Q1221-88.325.205-3,0 %
2025Q4229-168.585.964-5,9 %
2025Q3245-109.123.644+3,4 %
2025Q2255+48.821.159+12,9 %
2025Q1251+157.809.834+4,0 %
2024Q4236+77.512.923+7,5 %
2024Q3229+36.987.767+3,1 %
2024Q2226+146.776.979+6,8 %
2024Q1212+86.346.640+5,1 %
2023Q42046.038.746

Institutionelle Verwalter

169 Verwalter melden diese Gesellschaft der SEC (Formular 13F). Die Tabelle zeigt die 25 größten.

VerwalterStückeWert
BlackRock, Inc.3.466.868134,8 Mio. $zum 31.03.2026
DIMENSIONAL FUND ADVISORS LP1.404.73054,6 Mio. $zum 31.03.2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1.182.66346 Mio. $zum 31.03.2026
ADAGE CAPITAL PARTNERS GP, L.L.C.840.10832,7 Mio. $zum 31.03.2026
ALLIANCEBERNSTEIN L.P.751.42424,1 Mio. $zum 31.03.2026
STATE STREET CORP748.93429,1 Mio. $zum 31.03.2026
AMERICAN CENTURY COMPANIES INC667.00425,9 Mio. $zum 31.03.2026
GEODE CAPITAL MANAGEMENT, LLC571.09022,2 Mio. $zum 31.03.2026
FIRST MANHATTAN CO. LLC.402.77515,7 Mio. $zum 31.03.2026
FEDERATED HERMES, INC.324.53912,6 Mio. $zum 31.03.2026
LSV ASSET MANAGEMENT313.35812.180 $zum 31.03.2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC290.10211,3 Mio. $zum 31.03.2026
NORTHERN TRUST CORP221.5358,6 Mio. $zum 31.03.2026
Nuveen, LLC212.8258,3 Mio. $zum 31.03.2026
GOLDMAN SACHS GROUP INC185.3297,2 Mio. $zum 31.03.2026
PRICE T ROWE ASSOCIATES INC /MD/180.4027013 $zum 31.03.2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC176.7516,9 Mio. $zum 31.03.2026
CONGRESS ASSET MANAGEMENT CO173.5856,7 Mio. $zum 31.03.2026
BANK OF AMERICA CORP /DE/164.6806,4 Mio. $zum 31.03.2026
Bank of New York Mellon Corp156.2436,1 Mio. $zum 31.03.2026
BESSEMER GROUP INC150.2635841 $zum 31.03.2026
Trexquant Investment LP140.2685,5 Mio. $zum 31.03.2026
MORGAN STANLEY135.1355,3 Mio. $zum 31.03.2026
Empowered Funds, LLC134.3425,2 Mio. $zum 31.03.2026
AQR CAPITAL MANAGEMENT LLC116.3624,5 Mio. $zum 31.03.2026
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