Titelia

Fund shareholders of Amalgamated Financial Corp

ISIN US0226711010 · United States

Fund shareholders
233
Of which ETFs
53 180 other funds
Value held
≈ 345.1M $ 345.1M $ · 58.5K €
Share of capital
29.4 % of 29.9M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
Nomura Small Cap Value Fund Delaware Group Equity Funds V 784,55430.2M $0.83 %2.62 %as of Feb 27, 2026 ↗
iShares Russell 2000 ETF iShares Trust 577,16222.4M $0.03 %1.93 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 567,40922.1M $0.00 %1.90 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 534,94120.6M $0.09 %1.79 %as of Feb 28, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 398,54915.3M $0.34 %1.33 %as of Feb 27, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 380,85014.8M $0.85 %1.27 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 236,3539.2M $0.01 %0.79 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 226,8599.3M $0.03 %0.76 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 220,0569M $0.48 %0.74 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 210,1958.6M $0.05 %0.70 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 207,2228.1M $0.22 %0.69 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 196,8497.7M $0.06 %0.66 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 188,2137.7M $0.06 %0.63 %as of Apr 30, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 159,3366.1M $1.07 %0.53 %as of Feb 28, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 150,2086.1M $0.07 %0.50 %as of Apr 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 146,3306M $0.15 %0.49 %as of Apr 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 144,5235.9M $0.03 %0.48 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 133,3315.2M $0.21 %0.45 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 132,4105.4M $0.03 %0.44 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 113,8884.4M $0.03 %0.38 %as of Feb 28, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 112,1784.3M $0.01 %0.38 %as of Feb 28, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 107,6764.2M $0.25 %0.36 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 104,4544.3M $0.06 %0.35 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 102,4943.9M $0.02 %0.34 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 100,5224.1M $0.03 %0.34 %as of Apr 30, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 99,5353.9M $0.27 %0.33 %as of Mar 31, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 95,6473.7M $0.09 %0.32 %as of Mar 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 94,9303.7M $0.31 %0.32 %as of Mar 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 84,7673.5M $0.38 %0.28 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 67,4792.8M $0.01 %0.23 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 64,1422.6M $0.01 %0.21 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 63,3102.6M $0.03 %0.21 %as of Apr 30, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 60,8302.4M $0.77 %0.20 %as of Mar 31, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 59,3132.4M $0.37 %0.20 %as of Apr 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 58,0552.3M $0.19 %0.19 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 50,2152.1M $0.03 %0.17 %as of Apr 30, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 46,7111.8M $0.42 %0.16 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 44,3341.7M $0.07 %0.15 %as of Feb 28, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 40,5051.6M $0.22 %0.14 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 38,6281.5M $0.00 %0.13 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,3281.6M $0.00 %0.13 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 36,9411.4M $0.06 %0.12 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 36,5261.4M $0.03 %0.12 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 35,6271.5M $0.12 %0.12 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 35,6261.4M $0.92 %0.12 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 33,6731.3M $0.23 %0.11 %as of Feb 28, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 33,5601.3M $0.04 %0.11 %as of Mar 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 33,5251.3M $0.07 %0.11 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 33,2101.3M $0.00 %0.11 %as of Mar 31, 2026 ↗
NIA IMPACT SOLUTIONS FUND Ultimus Managers Trust 32,7541.3M $1.34 %0.11 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 30,7841.2M $0.00 %0.10 %as of Feb 28, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 30,1581.2M $0.01 %0.10 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 29,4911.1M $0.06 %0.10 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 28,6701.2M $0.03 %0.10 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 28,3831.1M $0.06 %0.09 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 28,3491.1M $0.07 %0.09 %as of Feb 28, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 27,6181.1M $0.13 %0.09 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 27,0001.1M $0.27 %0.09 %as of Apr 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 25,9921M $0.13 %0.09 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 24,982971.1K $0.03 %0.08 %as of Mar 31, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 24,823955.4K $0.21 %0.08 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 24,4971M $0.03 %0.08 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 23,926920.9K $0.60 %0.08 %as of Feb 28, 2026 ↗
Small Cap Value Fund Northern Funds 22,913890.6K $0.14 %0.08 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 21,063818.7K $0.12 %0.07 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 20,840851.9K $0.02 %0.07 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 20,564840.7K $0.01 %0.07 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 19,948775.4K $0.12 %0.07 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 18,977730.4K $0.00 %0.06 %as of Feb 28, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 18,183743.3K $0.06 %0.06 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 17,712688.5K $0.19 %0.06 %as of Mar 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 17,701723.6K $0.15 %0.06 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 17,442671.3K $0.08 %0.06 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 16,973653.3K $0.06 %0.06 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,900618K $0.03 %0.05 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 15,223585.9K $0.24 %0.05 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 14,976612.2K $0.00 %0.05 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 14,702565.9K $0.01 %0.05 %as of Feb 28, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 14,562566K $0.19 %0.05 %as of Mar 31, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 14,300555.8K $0.58 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 13,690532.1K $0.03 %0.05 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 13,086508.7K $0.01 %0.04 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 12,862499.9K $0.01 %0.04 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 12,701488.9K $0.00 %0.04 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 12,143467.4K $0.00 %0.04 %as of Feb 28, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 11,878457.2K $0.54 %0.04 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 11,518470.9K $0.00 %0.04 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 11,268460.6K $0.00 %0.04 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,191457.5K $0.05 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 10,976426.6K $0.03 %0.04 %as of Mar 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 10,687415.4K $0.30 %0.04 %as of Mar 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 10,555410.3K $0.56 %0.04 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 10,331401.6K $0.00 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,010389.1K $0.02 %0.03 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 9,919405.5K $0.03 %0.03 %as of Apr 30, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 9,542370.9K $0.30 %0.03 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 9,495369.1K $0.01 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 9,414384.8K $0.00 %0.03 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 9,406365.6K $0.00 %0.03 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 9,390361.4K $0.03 %0.03 %as of Feb 28, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
NIA IMPACT SOLUTIONS FUND Ultimus Managers Trust 1.34 %as of Feb 28, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 1.07 %as of Feb 28, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 0.92 %as of Mar 31, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 0.85 %as of Mar 31, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 0.83 %as of Feb 27, 2026 ↗
Hypatia Women CEO ETF Two Roads Shared Trust 0.82 %as of Apr 30, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 0.77 %as of Mar 31, 2026 ↗
Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds 0.69 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 0.60 %as of Feb 28, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 0.58 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
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

Institutional managers

169 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.3,466,868134.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,404,73054.6M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,182,66346M $as of Mar 31, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.840,10832.7M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.751,42424.1M $as of Mar 31, 2026
STATE STREET CORP748,93429.1M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC667,00425.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC571,09022.2M $as of Mar 31, 2026
FIRST MANHATTAN CO. LLC.402,77515.7M $as of Mar 31, 2026
FEDERATED HERMES, INC.324,53912.6M $as of Mar 31, 2026
LSV ASSET MANAGEMENT313,35812.2K $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC290,10211.3M $as of Mar 31, 2026
NORTHERN TRUST CORP221,5358.6M $as of Mar 31, 2026
Nuveen, LLC212,8258.3M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC185,3297.2M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/180,4027K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC176,7516.9M $as of Mar 31, 2026
CONGRESS ASSET MANAGEMENT CO173,5856.7M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/164,6806.4M $as of Mar 31, 2026
Bank of New York Mellon Corp156,2436.1M $as of Mar 31, 2026
BESSEMER GROUP INC150,2635.8K $as of Mar 31, 2026
Trexquant Investment LP140,2685.5M $as of Mar 31, 2026
MORGAN STANLEY135,1355.3M $as of Mar 31, 2026
Empowered Funds, LLC134,3425.2M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC116,3624.5M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Amalgamated Financial Corp". https://titelia.com/en/stocks/amalgamated-financial-corp-US0226711010