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 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 1.34 %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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 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