Titelia

Fund shareholders of Amalgamated Financial Corp

ISIN US0226711010 · United States

Fund shareholders
230
Of which ETFs
57 173 other funds
Value held
≈ 400.4M $ 400.3M $ · 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 729,65430.3M $0.87 %2.44 %as of May 29, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 603,02925M $0.09 %2.02 %as of May 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 567,40926M $0.00 %1.90 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 534,86324.6M $0.03 %1.79 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 393,59716.3M $0.31 %1.32 %as of May 29, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 384,75017.7M $0.94 %1.29 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 244,65711.2M $0.01 %0.82 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 220,05610.9M $0.48 %0.74 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 214,64310.6M $0.06 %0.72 %as of Jul 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 200,6309.9M $0.03 %0.67 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 197,1739.1M $0.19 %0.66 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 190,1309.4M $0.06 %0.64 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 161,0127.4M $0.05 %0.54 %as of Jun 30, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 150,9696.9M $1.20 %0.50 %as of Jun 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 150,2087.4M $0.08 %0.50 %as of Jul 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 143,4907.1M $0.17 %0.48 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 141,1127M $0.04 %0.47 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 136,3676.3M $0.31 %0.46 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 132,4106.5M $0.03 %0.44 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 122,8585.6M $0.18 %0.41 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 118,1564.9M $0.03 %0.40 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 110,0674.6M $0.01 %0.37 %as of May 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 105,9304.9M $0.25 %0.35 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 104,8675.2M $0.07 %0.35 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 100,9684.2M $0.02 %0.34 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 100,5225M $0.03 %0.34 %as of Jul 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 94,9304.4M $0.33 %0.32 %as of Jun 30, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 94,6974.3M $0.50 %0.32 %as of Jun 30, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 84,7674.2M $0.44 %0.28 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 68,0453.4M $0.01 %0.23 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 67,4793.3M $0.01 %0.23 %as of Jul 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 64,9353.2M $0.08 %0.22 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 61,7123M $0.04 %0.21 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 61,5332.8M $0.19 %0.21 %as of Jun 30, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 60,8302.8M $0.81 %0.20 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 59,3432.7M $0.05 %0.20 %as of Jun 30, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 59,3132.9M $0.41 %0.20 %as of Jul 31, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 46,7112.1M $0.36 %0.16 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 44,4062.2M $0.03 %0.15 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 43,6671.8M $0.08 %0.15 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 40,4461.7M $0.06 %0.14 %as of May 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 39,4281.6M $0.59 %0.13 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 38,6281.6M $0.00 %0.13 %as of May 31, 2026 ↗
NIA IMPACT SOLUTIONS FUND Ultimus Managers Trust 38,5921.6M $1.72 %0.13 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,3281.9M $0.00 %0.13 %as of Jul 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 38,0101.9M $0.14 %0.13 %as of Jul 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 36,1211.7M $0.07 %0.12 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 35,6261.6M $0.94 %0.12 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 34,0261.6M $0.00 %0.11 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 33,8661.6M $0.03 %0.11 %as of Jun 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 33,6731.4M $0.22 %0.11 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 32,1051.3M $0.00 %0.11 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 29,3561.3M $0.06 %0.10 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 28,9961.2M $0.01 %0.10 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 28,3491.2M $0.07 %0.09 %as of May 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 27,6181.1M $0.14 %0.09 %as of May 31, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 26,6041.2M $0.17 %0.09 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 26,1001.3M $0.30 %0.09 %as of Jul 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 25,9921.2M $0.12 %0.09 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 25,3611.2M $0.04 %0.08 %as of Jun 30, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 24,8231M $0.22 %0.08 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 24,0211.2M $0.03 %0.08 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 23,5891.1M $0.13 %0.08 %as of Jun 30, 2026 ↗
Small Cap Value Fund Northern Funds 22,9131.1M $0.15 %0.08 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 22,7711M $0.05 %0.08 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 22,3411.1M $0.04 %0.07 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 21,8781M $0.03 %0.07 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 20,8401M $0.02 %0.07 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 20,647947.7K $0.01 %0.07 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 20,5641M $0.01 %0.07 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 19,488894.5K $0.12 %0.07 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 18,977787.2K $0.00 %0.06 %as of May 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 18,633855.3K $0.43 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 18,327760.2K $0.06 %0.06 %as of May 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 17,679733.3K $0.07 %0.06 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 17,608808.2K $0.20 %0.06 %as of Jun 30, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 17,041841.5K $0.07 %0.06 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 15,223631.5K $0.23 %0.05 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 14,976739.5K $0.00 %0.05 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 14,961620.6K $0.01 %0.05 %as of May 31, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 13,818634.2K $0.20 %0.05 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 13,690628.4K $0.03 %0.05 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 13,431557.1K $0.00 %0.04 %as of May 31, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 12,984538.6K $0.25 %0.04 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 12,143503.7K $0.00 %0.04 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,900546.2K $0.02 %0.04 %as of Jun 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 11,891587.2K $0.14 %0.04 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 11,518568.8K $0.00 %0.04 %as of Jul 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 11,435524.9K $0.29 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 11,268556.4K $0.00 %0.04 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,191552.6K $0.06 %0.04 %as of Jul 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 10,528483.2K $0.55 %0.04 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 10,331474.2K $0.00 %0.03 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,010459.5K $0.02 %0.03 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 9,966457.4K $0.00 %0.03 %as of Jun 30, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 9,917411.4K $0.42 %0.03 %as of May 31, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 9,800449.8K $0.47 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 9,414464.9K $0.00 %0.03 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 9,390389.5K $0.03 %0.03 %as of May 31, 2026 ↗
Small Cap Index Fund Northern Funds 9,362429.7K $0.03 %0.03 %as of Jun 30, 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
NIA IMPACT SOLUTIONS FUND Ultimus Managers Trust 1.72 %as of May 31, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 1.20 %as of Jun 30, 2026 ↗
Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust 1.03 %as of Jul 31, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 0.94 %as of Jun 30, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 0.94 %as of Jun 30, 2026 ↗
Hypatia Women CEO ETF Two Roads Shared Trust 0.92 %as of Jul 31, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 0.87 %as of May 29, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 0.81 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 0.59 %as of May 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.55 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3229-38,790,009+0.1 %
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 table shows the 25 largest.

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