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
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 9,133419.2K $0.01 %0.03 %as of Jun 30, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 8,923409.6K $0.29 %0.03 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 8,789434K $0.03 %0.03 %as of Jul 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 8,693399K $0.09 %0.03 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 8,257379K $0.00 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 8,200376.4K $0.01 %0.03 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 7,980394.1K $0.00 %0.03 %as of Jul 31, 2026 ↗
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 7,970365.8K $0.25 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,880389.1K $0.01 %0.03 %as of Jul 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,504344.4K $0.03 %0.03 %as of Jun 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 7,302360.6K $0.01 %0.02 %as of Jul 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,220356.5K $0.06 %0.02 %as of Jul 31, 2026 ↗
Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust 7,077349.5K $1.03 %0.02 %as of Jul 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,800282.1K $0.12 %0.02 %as of May 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 6,634304.5K $0.06 %0.02 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 6,628304.2K $0.03 %0.02 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 6,200284.6K $0.01 %0.02 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 6,124254K $0.00 %0.02 %as of May 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 6,088279.4K $0.03 %0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 5,969294.7K $0.00 %0.02 %as of Jul 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 5,637258.7K $0.07 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,553254.9K $0.03 %0.02 %as of Jun 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 5,109252.3K $0.13 %0.02 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 5,087233.5K $0.00 %0.02 %as of Jun 30, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,000207.4K $0.11 %0.02 %as of May 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 4,898241.9K $0.01 %0.02 %as of Jul 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 4,772235.6K $0.01 %0.02 %as of Jul 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 4,663214K $0.02 %0.02 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,607227.5K $0.01 %0.02 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 4,488206K $0.00 %0.02 %as of Jun 30, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 4,458184.9K $0.41 %0.01 %as of May 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 4,196192.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 4,156190.8K $0.09 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 4,106202.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,993183.3K $0.03 %0.01 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,871191.1K $0.01 %0.01 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 3,729171.2K $0.03 %0.01 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 3,676168.7K $0.04 %0.01 %as of Jun 30, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 3,561147.7K $0.03 %0.01 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,253149.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,188157.4K $0.04 %0.01 %as of Jul 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,021138.7K $0.03 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,000124.4K $0.01 %0.01 %as of May 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 2,985137K $0.16 %0.01 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,890132.7K $0.03 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,840130.4K $0.03 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,801128.6K $0.03 %0.01 %as of Jun 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,746126K $0.06 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,664131.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 2,563117.6K $0.07 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 2,506123.7K $0.02 %0.01 %as of Jul 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,377109.1K $0.03 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 2,274112.3K $0.01 %0.01 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,200101K $0.01 %0.01 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,17090K $0.08 %0.01 %as of May 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,116104.5K $0.03 %0.01 %as of Jul 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 2,11096.8K $0.02 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,046101K $0.01 %0.01 %as of Jul 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,00683.2K $0.03 %0.01 %as of May 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 1,97490.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,94589.3K $0.06 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,89286.8K $0.02 %0.01 %as of Jun 30, 2026 ↗
Hypatia Women CEO ETF Two Roads Shared Trust 1,86392K $0.92 %0.01 %as of Jul 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 1,83684.3K $0.05 %0.01 %as of Jun 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 1,81575.3K $0.01 %0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,80074.7K $0.00 %0.01 %as of May 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,70784.3K $0.03 %0.01 %as of Jul 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,69077.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,66776.5K $0.03 %0.01 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,66376.3K $0.03 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,57672.3K $0.03 %0.01 %as of Jun 30, 2026 ↗
American Century Small Cap Value Insights ETF American Century ETF Trust 1,54964.3K $0.46 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,44471.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,30654.2K $0.04 %0.00 %as of May 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 1,15948.1K $0.01 %0.00 %as of May 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 1,10645.9K $0.01 %0.00 %as of May 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1,10350.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,09250.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,08044.8K $0.02 %0.00 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 1,06952.8K $0.00 %0.00 %as of Jul 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,00949.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,00045.9K $0.05 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 95743.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 90837.7K $0.01 %0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 89641.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 88543.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 85535.5K $0.01 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 84635.1K $0.01 %0.00 %as of May 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 84635.1K $0.01 %0.00 %as of May 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 79936.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 77738.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 74336.7K $0.01 %0.00 %as of Jul 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 72833.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 67330.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 58124.1K $0.01 %0.00 %as of May 31, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 57924K $0.00 %0.00 %as of May 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 54522.6K $0.00 %0.00 %as of May 31, 2026 ↗
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 52624.1K $0.26 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 50823.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 50323.1K $0.00 %0.00 %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