Titelia

Fonds als Aktionäre von First Western Financial Inc

ISIN US33751L1052 · Vereinigte Staaten · LEI 549300PPOGX4C7S66B47

Fonds als Aktionäre
127
Davon ETFs
22 105 weitere Fonds
Gehaltener Wert
≈ 52,4 Mio. € 59,9 Mio. $
Anteil am Kapital
19,4 % von 9,8 Mio. Aktien am 29.07.2026
FondsStückeWertAnteil am FondsAnteil am Kapital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 259.4328,3 Mio. $0,00 %2,66 %zum 30.06.2026 ↗
iShares Russell 2000 ETF iShares Trust 227.4797,3 Mio. $0,01 %2,33 %zum 30.06.2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 190.0006,1 Mio. $2,36 %1,95 %zum 30.06.2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 92.5322,9 Mio. $0,01 %0,95 %zum 31.07.2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 84.9412,7 Mio. $0,00 %0,87 %zum 30.06.2026 ↗
iShares Russell 2000 Value ETF iShares Trust 82.8232,7 Mio. $0,02 %0,85 %zum 30.06.2026 ↗
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 69.0902,2 Mio. $0,72 %0,71 %zum 30.06.2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 45.5141,4 Mio. $0,01 %0,47 %zum 31.07.2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 42.5931,2 Mio. $0,01 %0,44 %zum 31.05.2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 42.4301,3 Mio. $0,01 %0,43 %zum 31.07.2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 36.1741,2 Mio. $0,03 %0,37 %zum 30.06.2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 34.6661 Mio. $0,00 %0,35 %zum 31.05.2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 34.0511,1 Mio. $0,93 %0,35 %zum 30.06.2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 32.4291 Mio. $0,00 %0,33 %zum 30.06.2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 30.900992.199 $0,11 %0,32 %zum 30.06.2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 29.935932.475,3 $0,01 %0,31 %zum 31.07.2026 ↗
iShares Micro-Cap ETF iShares Trust 29.660952.382,6 $0,06 %0,30 %zum 30.06.2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 29.332913.691,8 $0,00 %0,30 %zum 31.07.2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 29.009903.630,4 $0,01 %0,30 %zum 31.07.2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 25.508819.061,9 $0,31 %0,26 %zum 30.06.2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 23.761740.155,2 $0,01 %0,24 %zum 31.07.2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 21.157659.040,6 $0,01 %0,22 %zum 31.07.2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 20.831668.883,4 $0,68 %0,21 %zum 30.06.2026 ↗
SmallCap Value Fund II Principal Funds, Inc 20.667643.777,1 $0,05 %0,21 %zum 31.07.2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15.192473.230,8 $0,01 %0,16 %zum 31.07.2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 14.480464.952,8 $0,02 %0,15 %zum 30.06.2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 14.390462.062,9 $0,01 %0,15 %zum 30.06.2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 12.849374.805,3 $0,00 %0,13 %zum 31.05.2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 12.651406.223,6 $0,27 %0,13 %zum 30.06.2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 12.500401.375 $0,03 %0,13 %zum 30.06.2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 11.963348.960,7 $0,01 %0,12 %zum 31.05.2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 11.790378.576,9 $0,02 %0,12 %zum 30.06.2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 11.366331.546,2 $0,00 %0,12 %zum 31.05.2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11.240350.126 $0,00 %0,12 %zum 31.07.2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 11.057355.040,3 $0,01 %0,11 %zum 30.06.2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 11.035343.740,3 $0,01 %0,11 %zum 31.07.2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 10.900317.953 $0,02 %0,11 %zum 31.05.2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 10.088314.241,2 $0,00 %0,10 %zum 31.07.2026 ↗
AUER GROWTH Unified Series Trust 10.000291.700 $0,37 %0,10 %zum 31.05.2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 9.057290.820,3 $0,01 %0,09 %zum 30.06.2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 8.382269.146 $0,04 %0,09 %zum 30.06.2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 8.157254.090,6 $0,00 %0,08 %zum 31.07.2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 7.300234.403 $0,04 %0,07 %zum 30.06.2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 6.264201.137 $0,04 %0,06 %zum 30.06.2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5.900189.449 $0,01 %0,06 %zum 30.06.2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 5.701166.298,2 $0,00 %0,06 %zum 31.05.2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 5.270164.160,5 $0,00 %0,05 %zum 31.07.2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 5.159165.655,5 $0,05 %0,05 %zum 30.06.2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 4.891157.050 $0,00 %0,05 %zum 30.06.2026 ↗
Small Cap Index Fund Northern Funds 4.599147.673,9 $0,01 %0,05 %zum 30.06.2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 4.255136.628,1 $0,00 %0,04 %zum 30.06.2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 4.143129.054,5 $0,01 %0,04 %zum 31.07.2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 4.075118.867,8 $0,01 %0,04 %zum 31.05.2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 4.010128.761,1 $0,01 %0,04 %zum 30.06.2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 3.457111.004,3 $0,12 %0,04 %zum 30.06.2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 3.429110.105,2 $0,13 %0,04 %zum 30.06.2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 3.27495.502,6 $0,00 %0,03 %zum 31.05.2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 3.200102.752 $0,02 %0,03 %zum 30.06.2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 3.200102.752 $0,00 %0,03 %zum 30.06.2026 ↗
Small Cap Index Fund VALIC Co I 3.02988.355,9 $0,01 %0,03 %zum 31.05.2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 3.02096.972,2 $0,04 %0,03 %zum 30.06.2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 2.97595.527,3 $0,01 %0,03 %zum 30.06.2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 2.91284.943 $0,01 %0,03 %zum 31.05.2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2.88089.712 $0,01 %0,03 %zum 31.07.2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 2.80390.004,3 $0,01 %0,03 %zum 30.06.2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 2.78686.783,9 $0,00 %0,03 %zum 31.07.2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 2.72087.339,2 $0,00 %0,03 %zum 30.06.2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 2.57282.586,9 $0,01 %0,03 %zum 30.06.2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 2.55982.169,5 $0,02 %0,03 %zum 30.06.2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2.50380.371,3 $0,01 %0,03 %zum 30.06.2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 2.23071.605,3 $0,00 %0,02 %zum 30.06.2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 2.04065.504,4 $0,01 %0,02 %zum 30.06.2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 1.99163.931 $0,01 %0,02 %zum 30.06.2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 1.98963.866,8 $0,03 %0,02 %zum 30.06.2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 1.85759.628,3 $0,24 %0,02 %zum 30.06.2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1.82858.697,1 $0,01 %0,02 %zum 30.06.2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1.80052.506 $0,00 %0,02 %zum 31.05.2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1.56048.594 $0,01 %0,02 %zum 31.07.2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1.37244.054,9 $0,01 %0,01 %zum 30.06.2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1.35243.412,7 $0,01 %0,01 %zum 30.06.2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1.32342.481,5 $0,01 %0,01 %zum 30.06.2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1.31042.064,1 $0,01 %0,01 %zum 30.06.2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 1.24940.105,4 $0,01 %0,01 %zum 30.06.2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1.23636.054,1 $0,01 %0,01 %zum 31.05.2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1.20437.504,6 $0,00 %0,01 %zum 31.07.2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1.08433.766,6 $0,00 %0,01 %zum 31.07.2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 1.03032.084,5 $0,00 %0,01 %zum 31.07.2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 93429.094,1 $0,00 %0,01 %zum 31.07.2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 91728.564,6 $0,01 %0,01 %zum 31.07.2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 90328.128,5 $0,00 %0,01 %zum 31.07.2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 90028.035 $0,00 %0,01 %zum 31.07.2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 90026.253 $0,00 %0,01 %zum 31.05.2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 82725.761,1 $0,01 %0,01 %zum 31.07.2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 81026.009,1 $0,00 %0,01 %zum 30.06.2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 75323.456 $0,00 %0,01 %zum 31.07.2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 72721.206,6 $0,00 %0,01 %zum 31.05.2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 63620.422 $0,00 %0,01 %zum 30.06.2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 60019.266 $0,01 %0,01 %zum 30.06.2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 59219.009,1 $0,01 %0,01 %zum 30.06.2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 54817.070,2 $0,00 %0,01 %zum 31.07.2026 ↗

Diese Tabelle herunterladen: CSV, JSON

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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
RMB Mendon Financial Services Fund RMB Investors Trust 2,36 %zum 30.06.2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 0,93 %zum 30.06.2026 ↗
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 0,72 %zum 30.06.2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 0,68 %zum 30.06.2026 ↗
AUER GROWTH Unified Series Trust 0,37 %zum 31.05.2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 0,31 %zum 30.06.2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0,27 %zum 30.06.2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 0,24 %zum 30.06.2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0,13 %zum 30.06.2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 0,12 %zum 30.06.2026 ↗

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
2026Q3127-51.893.023+3,7 %
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 Tabelle zeigt die 25 größten.

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 liegt bei der SEC vor (Schedule 13D/13G). Diese Anteile addieren sich nicht. Eine meldende Verwaltungsgesellschaft fasst ihre eigenen Fonds zusammen, und diese stehen bereits unter den Fonds dieser Seite.

AktionärGemeldeter AnteilStücke
Wellington Management Group LLP und 3 weitere7,70 %747.096zum 30.06.2026 · SCHEDULE 13G
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