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
Small-Cap Value Portfolio PACIFIC SELECT FUND 8,693337.9K $0.09 %0.03 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 8,257320.9K $0.00 %0.03 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 7,980326.2K $0.00 %0.03 %as of Apr 30, 2026
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 7,970309.8K $0.26 %0.03 %as of Mar 31, 2026
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,800300.2K $0.12 %0.03 %as of Feb 28, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,700299.3K $0.01 %0.03 %as of Mar 31, 2026
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 7,600310.7K $0.01 %0.03 %as of Apr 30, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,504291.7K $0.03 %0.03 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,489306.2K $0.01 %0.03 %as of Apr 30, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 7,259282.2K $0.03 %0.02 %as of Mar 31, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,220295.2K $0.05 %0.02 %as of Apr 30, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 7,061274.5K $0.03 %0.02 %as of Mar 31, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,944269.9K $0.03 %0.02 %as of Mar 31, 2026
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 6,634257.9K $0.06 %0.02 %as of Mar 31, 2026
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 6,448250.6K $0.01 %0.02 %as of Mar 31, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 6,124235.7K $0.00 %0.02 %as of Feb 28, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 5,969244K $0.00 %0.02 %as of Apr 30, 2026
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 5,837238.6K $0.01 %0.02 %as of Apr 30, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,819226.2K $0.03 %0.02 %as of Mar 31, 2026
AQR Small Cap Multi-Style Fund AQR Funds 5,637219.1K $0.15 %0.02 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,553215.8K $0.03 %0.02 %as of Mar 31, 2026
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 5,483224.1K $0.12 %0.02 %as of Apr 30, 2026
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 5,437222.3K $0.00 %0.02 %as of Apr 30, 2026
iShares Russell 3000 ETF iShares Trust 5,129199.4K $0.00 %0.02 %as of Mar 31, 2026
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,000192.5K $0.10 %0.02 %as of Feb 28, 2026
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 4,844198K $0.01 %0.02 %as of Apr 30, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,696182.5K $0.03 %0.02 %as of Mar 31, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,607188.3K $0.01 %0.02 %as of Apr 30, 2026
GMO U.S. Small Cap Value Fund GMO TRUST 4,458171.6K $0.39 %0.01 %as of Feb 28, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 4,342167.1K $0.06 %0.01 %as of Feb 28, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 4,196163.1K $0.01 %0.01 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 4,139160.9K $0.03 %0.01 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 4,128160.5K $0.09 %0.01 %as of Mar 31, 2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 4,106167.9K $0.01 %0.01 %as of Apr 30, 2026
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 3,957161.8K $0.00 %0.01 %as of Apr 30, 2026
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,919152.3K $0.01 %0.01 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,871158.2K $0.01 %0.01 %as of Apr 30, 2026
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,844149.4K $0.00 %0.01 %as of Mar 31, 2026
Small Cap Core Fund Northern Funds 3,834149K $0.04 %0.01 %as of Mar 31, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 3,486135.5K $0.03 %0.01 %as of Mar 31, 2026
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 3,441133.8K $0.07 %0.01 %as of Mar 31, 2026
Victory Cornerstone Aggressive Fund Victory Portfolios III 3,430132K $0.03 %0.01 %as of Feb 28, 2026
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,253126.4K $0.01 %0.01 %as of Mar 31, 2026
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 3,247132.7K $0.00 %0.01 %as of Apr 30, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,221125.2K $0.03 %0.01 %as of Mar 31, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,197130.7K $0.03 %0.01 %as of Apr 30, 2026
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 3,059118.9K $0.16 %0.01 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,000115.5K $0.01 %0.01 %as of Feb 28, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,789108.4K $0.03 %0.01 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,771107.7K $0.03 %0.01 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,757107.2K $0.03 %0.01 %as of Mar 31, 2026
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,746106.7K $0.06 %0.01 %as of Mar 31, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,666103.6K $0.00 %0.01 %as of Mar 31, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,664108.9K $0.00 %0.01 %as of Apr 30, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,513102.7K $0.03 %0.01 %as of Apr 30, 2026
iShares Morningstar Small-Cap Growth ETF iShares Trust 2,22691K $0.01 %0.01 %as of Apr 30, 2026
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,20085.5K $0.01 %0.01 %as of Mar 31, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 2,19689.8K $0.01 %0.01 %as of Apr 30, 2026
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,17083.5K $0.08 %0.01 %as of Feb 28, 2026
New Covenant Growth Fund NEW COVENANT FUNDS 2,11082K $0.02 %0.01 %as of Mar 31, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 2,03579.1K $0.06 %0.01 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 2,02782.9K $0.01 %0.01 %as of Apr 30, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,95776.1K $0.03 %0.01 %as of Mar 31, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,89273.5K $0.02 %0.01 %as of Mar 31, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,88977.2K $0.03 %0.01 %as of Apr 30, 2026
Column Small Cap Fund Trust for Professional Managers 1,81569.9K $0.01 %0.01 %as of Feb 28, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,80069.3K $0.00 %0.01 %as of Feb 28, 2026
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 1,79569.1K $0.02 %0.01 %as of Feb 28, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,75268.1K $0.03 %0.01 %as of Mar 31, 2026
Hypatia Women CEO ETF Two Roads Shared Trust 1,74671.4K $0.82 %0.01 %as of Apr 30, 2026
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,61362.7K $0.03 %0.01 %as of Mar 31, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,60062.2K $0.00 %0.01 %as of Mar 31, 2026
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,46957.1K $0.01 %0.00 %as of Mar 31, 2026
iShares MSCI World Small-Cap ETF iShares Trust 1,45856.1K $0.01 %0.00 %as of Feb 28, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,44459K $0.00 %0.00 %as of Apr 30, 2026
ProShares Ultra Russell2000 ProShares Trust 1,42254.7K $0.02 %0.00 %as of Feb 28, 2026
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 1,42055.2K $0.03 %0.00 %as of Mar 31, 2026
ProShares UltraPro Russell2000 ProShares Trust 1,41654.5K $0.02 %0.00 %as of Feb 28, 2026
Avantis U.S. Equity Fund American Century ETF Trust 1,35152K $0.01 %0.00 %as of Feb 28, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,30650.3K $0.04 %0.00 %as of Feb 28, 2026
Longview Advantage ETF RBB Fund Trust 1,16544.8K $0.01 %0.00 %as of Feb 28, 2026
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,09242.4K $0.01 %0.00 %as of Mar 31, 2026
American Century Small Cap Value Insights ETF American Century ETF Trust 1,05640.6K $0.46 %0.00 %as of Feb 28, 2026
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1,04740.7K $0.02 %0.00 %as of Mar 31, 2026
Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds 1,01739.5K $0.69 %0.00 %as of Mar 31, 2026
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,00941.2K $0.01 %0.00 %as of Apr 30, 2026
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 99638.7K $0.00 %0.00 %as of Mar 31, 2026
ProShares Russell 2000 High Income ETF ProShares Trust 99438.3K $0.02 %0.00 %as of Feb 28, 2026
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 96437.1K $0.01 %0.00 %as of Feb 28, 2026
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 95237K $0.00 %0.00 %as of Mar 31, 2026
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 89634.8K $0.00 %0.00 %as of Mar 31, 2026
GuideMark Small/Mid Cap Core Fund GPS Funds I 88734.5K $0.04 %0.00 %as of Mar 31, 2026
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 85835.1K $0.00 %0.00 %as of Apr 30, 2026
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 85334.9K $0.03 %0.00 %as of Apr 30, 2026
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 77731.8K $0.00 %0.00 %as of Apr 30, 2026
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 74428.9K $0.01 %0.00 %as of Mar 31, 2026
SmallCap Value Fund II Principal Funds, Inc 73129.9K $0.00 %0.00 %as of Apr 30, 2026
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 72828.3K $0.01 %0.00 %as of Mar 31, 2026
iShares Morningstar Small-Cap ETF iShares Trust 71629.3K $0.01 %0.00 %as of Apr 30, 2026
Applied Finance IVS US SMID ETF ETF Opportunities Trust 69627.1K $0.17 %0.00 %as of Mar 31, 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