Titelia

Fonds als Aktionäre von First Western Financial Inc

ISIN US33751L1052 · Vereinigte Staaten · LEI 549300PPOGX4C7S66B47

Fonds als Aktionäre
132
Davon ETFs
23 109 weitere Fonds
Gehaltener Wert
≈ 40,1 Mio. € 46,4 Mio. $
Anteil am Kapital
18,7 % von 9,8 Mio. Aktien am 29.07.2026
FondsStückeWertAnteil am FondsAnteil am Kapital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 259.4326,4 Mio. $0,00 %2,66 %zum 31.03.2026 ↗
iShares Russell 2000 ETF iShares Trust 208.0565,1 Mio. $0,01 %2,13 %zum 31.03.2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 196.6564,8 Mio. $2,13 %2,01 %zum 31.03.2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 85.2512,1 Mio. $0,00 %0,87 %zum 31.03.2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 79.3142,2 Mio. $0,01 %0,81 %zum 30.04.2026 ↗
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 69.9411,7 Mio. $0,74 %0,72 %zum 31.03.2026 ↗
iShares Russell 2000 Value ETF iShares Trust 49.7521,2 Mio. $0,01 %0,51 %zum 31.03.2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 45.5141,3 Mio. $0,01 %0,47 %zum 30.04.2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 40.8391 Mio. $0,01 %0,42 %zum 28.02.2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 39.379995.894,9 $0,00 %0,40 %zum 28.02.2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 37.094911.770,5 $0,93 %0,38 %zum 31.03.2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 35.704877.604,3 $0,02 %0,37 %zum 31.03.2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 32.129909.572 $0,00 %0,33 %zum 30.04.2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 31.613777.047,5 $0,00 %0,32 %zum 31.03.2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 30.900759.522 $0,09 %0,32 %zum 31.03.2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 29.935847.459,9 $0,01 %0,31 %zum 30.04.2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 29.332830.388,9 $0,00 %0,30 %zum 30.04.2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 29.162825.576,2 $0,01 %0,30 %zum 30.04.2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 25.034615.335,7 $0,01 %0,26 %zum 31.03.2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 24.432600.538,6 $0,27 %0,25 %zum 31.03.2026 ↗
iShares Micro-Cap ETF iShares Trust 20.942514.754,4 $0,04 %0,21 %zum 31.03.2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 20.831512.026 $0,60 %0,21 %zum 31.03.2026 ↗
SmallCap Value Fund II Principal Funds, Inc 20.204571.975,2 $0,05 %0,21 %zum 30.04.2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 19.000480.510 $0,04 %0,19 %zum 28.02.2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 17.914507.145,3 $0,01 %0,18 %zum 30.04.2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 14.480355.918,4 $0,02 %0,15 %zum 31.03.2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 14.276350.904,1 $0,01 %0,15 %zum 31.03.2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 14.112399.510,7 $0,01 %0,14 %zum 30.04.2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13.622385.638,8 $0,01 %0,14 %zum 30.04.2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 12.849324.951,2 $0,00 %0,13 %zum 28.02.2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 12.651310.961,6 $0,25 %0,13 %zum 31.03.2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 12.500307.250 $0,03 %0,13 %zum 31.03.2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11.240318.204,4 $0,00 %0,12 %zum 30.04.2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 11.035312.400,9 $0,01 %0,11 %zum 30.04.2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 10.900308.579 $0,09 %0,11 %zum 30.04.2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 10.482265.089,8 $0,00 %0,11 %zum 28.02.2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 10.088285.591,3 $0,00 %0,10 %zum 30.04.2026 ↗
AUER GROWTH Unified Series Trust 10.000252.900 $0,35 %0,10 %zum 28.02.2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 9.904250.472,2 $0,01 %0,10 %zum 28.02.2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 9.057222.621,1 $0,01 %0,09 %zum 31.03.2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 8.382206.029,6 $0,03 %0,09 %zum 31.03.2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 8.157230.924,7 $0,00 %0,08 %zum 30.04.2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 7.300179.434 $0,03 %0,07 %zum 31.03.2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 6.288154.559 $0,01 %0,06 %zum 31.03.2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 6.264153.969,1 $0,04 %0,06 %zum 31.03.2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 6.046148.610,7 $0,03 %0,06 %zum 31.03.2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5.900145.022 $0,01 %0,06 %zum 31.03.2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 5.270149.193,7 $0,00 %0,05 %zum 30.04.2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 5.159126.808,2 $0,04 %0,05 %zum 31.03.2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 4.891120.220,8 $0,00 %0,05 %zum 31.03.2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 4.408111.478,3 $0,00 %0,05 %zum 28.02.2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 4.255104.587,9 $0,00 %0,04 %zum 31.03.2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 3.89598.504,6 $0,01 %0,04 %zum 28.02.2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 3.607102.114,2 $0,01 %0,04 %zum 30.04.2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 3.48085.538,4 $0,01 %0,04 %zum 31.03.2026 ↗
Small Cap Index Fund Northern Funds 3.46285.096 $0,01 %0,04 %zum 31.03.2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 3.45784.973,1 $0,12 %0,04 %zum 31.03.2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 3.43284.358,6 $0,12 %0,04 %zum 31.03.2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 3.27482.799,5 $0,00 %0,03 %zum 28.02.2026 ↗
Small Cap Index Fund VALIC Co I 3.02976.603,4 $0,01 %0,03 %zum 28.02.2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2.88081.532,8 $0,01 %0,03 %zum 30.04.2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 2.82871.520,1 $0,01 %0,03 %zum 28.02.2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 2.79168.602,8 $0,01 %0,03 %zum 31.03.2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 2.78678.871,7 $0,00 %0,03 %zum 30.04.2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 2.72066.857,6 $0,00 %0,03 %zum 31.03.2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 2.57263.219,8 $0,01 %0,03 %zum 31.03.2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2.53664.135,4 $0,03 %0,03 %zum 28.02.2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2.50361.523,7 $0,01 %0,03 %zum 31.03.2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 2.50061.450 $0,00 %0,03 %zum 31.03.2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2.36859.886,7 $0,03 %0,02 %zum 28.02.2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 2.21754.493,9 $0,00 %0,02 %zum 31.03.2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 2.18753.756,5 $0,24 %0,02 %zum 31.03.2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 2.11051.863,8 $0,01 %0,02 %zum 31.03.2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1.82844.932,2 $0,01 %0,02 %zum 31.03.2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1.80045.522 $0,00 %0,02 %zum 28.02.2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 1.70041.786 $0,00 %0,02 %zum 31.03.2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 1.63740.237,5 $0,01 %0,02 %zum 31.03.2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1.61440.818,1 $0,01 %0,02 %zum 28.02.2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1.56044.163,6 $0,01 %0,02 %zum 30.04.2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 1.51837.312,4 $0,02 %0,02 %zum 31.03.2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 1.27931.437,8 $0,01 %0,01 %zum 31.03.2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1.20434.085,2 $0,00 %0,01 %zum 30.04.2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1.12027.529,6 $0,01 %0,01 %zum 31.03.2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1.08430.688 $0,00 %0,01 %zum 30.04.2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1.08226.595,6 $0,01 %0,01 %zum 31.03.2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 92322.687,3 $0,01 %0,01 %zum 31.03.2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 92126.073,5 $0,00 %0,01 %zum 30.04.2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 91725.960,3 $0,01 %0,01 %zum 30.04.2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 91722.539,9 $0,01 %0,01 %zum 31.03.2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 90325.563,9 $0,00 %0,01 %zum 30.04.2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 90025.479 $0,00 %0,01 %zum 30.04.2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 90022.761 $0,00 %0,01 %zum 28.02.2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 82723.412,4 $0,01 %0,01 %zum 30.04.2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 81019.909,8 $0,00 %0,01 %zum 31.03.2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 75321.317,4 $0,00 %0,01 %zum 30.04.2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 72718.385,8 $0,00 %0,01 %zum 28.02.2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 69419.647,1 $0,00 %0,01 %zum 30.04.2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 68616.861,9 $0,01 %0,01 %zum 31.03.2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 63615.632,9 $0,00 %0,01 %zum 31.03.2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 59214.551,4 $0,01 %0,01 %zum 31.03.2026 ↗

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Die am stärksten exponierten Fonds

Das Gewicht ist der Anteil am Nettovermögen des Fonds. Die Halterliste zählt Stücke; diese Liste misst, was das Unternehmen in jedem Fonds wiegt.

FondsAnteil am Fonds
RMB Mendon Financial Services Fund RMB Investors Trust 2,13 %zum 31.03.2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 0,93 %zum 31.03.2026 ↗
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 0,74 %zum 31.03.2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 0,60 %zum 31.03.2026 ↗
AUER GROWTH Unified Series Trust 0,35 %zum 28.02.2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 0,27 %zum 31.03.2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0,25 %zum 31.03.2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 0,24 %zum 31.03.2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 0,12 %zum 31.03.2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0,12 %zum 31.03.2026 ↗

Quartal für Quartal

Jeder Quartalsdatensatz der SEC, das jüngste zuerst. Die Veränderung wird gegen das vorherige Quartal gelesen.

QuartalAktionäreVeränderungStückeVeränderung
2026Q2132+21.825.318+1,1 %
2026Q113001.805.769+2,3 %
2025Q4130+71.765.980+3,8 %
2025Q3123+11.700.836-1,8 %
2025Q2122+21.732.754-1,5 %
2025Q112001.758.789+5,0 %
2024Q4120+111.674.567+3,4 %
2024Q3109+41.619.155+1,0 %
2024Q2105-51.602.576-6,0 %
2024Q1110+31.704.774+1,3 %
2023Q41071.682.745

Institutionelle Verwalter

90 Verwalter melden diese Gesellschaft der SEC (Formular 13F); die 25 größten folgen.

VerwalterStückeWert
North Reef Capital Management LP716.60917,6 Mio. $zum 31.03.2026
WELLINGTON MANAGEMENT GROUP LLP520.32912,8 Mio. $zum 31.03.2026
BlackRock, Inc.496.36112,2 Mio. $zum 31.03.2026
BANC FUNDS CO LLC348.4048,6 Mio. $zum 31.03.2026
ALGEBRIS (UK) LTD344.0498,4 Mio. $zum 31.03.2026
DIMENSIONAL FUND ADVISORS LP261.7346,4 Mio. $zum 31.03.2026
JACOBS ASSET MANAGEMENT, LLC257.8196,3 Mio. $zum 31.03.2026
MENDON CAPITAL ADVISORS CORP253.3366,2 Mio. $zum 31.03.2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.248.1956,1 Mio. $zum 31.03.2026
ALLIANCEBERNSTEIN L.P.206.9295,5 Mio. $zum 31.03.2026
Curi Capital, LLC197.0564,8 Mio. $zum 31.03.2026
Tieton Capital Management, LLC190.0944673 $zum 31.03.2026
GEODE CAPITAL MANAGEMENT, LLC179.0424,4 Mio. $zum 31.03.2026
DIAMOND HILL CAPITAL MANAGEMENT INC159.8323,9 Mio. $zum 31.03.2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC131.1583,2 Mio. $zum 31.03.2026
STATE STREET CORP129.3193,2 Mio. $zum 31.03.2026
BOOTHBAY FUND MANAGEMENT, LLC112.9932,8 Mio. $zum 31.03.2026
ACADIAN ASSET MANAGEMENT LLC103.6782545 $zum 31.03.2026
Brevan Howard Capital Management LP100.0002,5 Mio. $zum 31.03.2026
SEI INVESTMENTS CO98.7292,4 Mio. $zum 31.03.2026
First Western Trust Bank98.2312,4 Mio. $zum 31.03.2026
PMC FIG Opportunities LLC87.4872,2 Mio. $zum 31.03.2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC83.8502,1 Mio. $zum 31.03.2026
NORTHERN TRUST CORP57.9511,4 Mio. $zum 31.03.2026
Rosenthal | Henry Capital Advisors, Inc.55.1131,4 Mio. $zum 31.03.2026

Gemeldete Aktionäre von First Western Financial Inc

1 Beteiligungsmeldung bei der SEC (Schedule 13D/13G). Diese Anteile addieren sich nicht: eine meldende Verwaltungsgesellschaft fasst ihre eigenen Fonds zusammen, die oben bereits gezählt sind.

AktionärGemeldeter AnteilStücke
Wellington Management Group LLP und 2 weitere5,30 %520.329zum 31.03.2026 · SCHEDULE 13G
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