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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 500 | 23K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 470 | 21.6K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 450 | 20.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 423 | 19.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 405 | 18.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 346 | 17.1K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 332 | 16.4K $ | 0.14 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 329 | 15.1K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 325 | 13.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 304 | 14K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 253 | 11.6K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 236 | 11.7K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 197 | 9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 159 | 7.9K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 123 | 5.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 101 | 5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 99 | 4.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 75 | 3.4K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares MSCI USA Small-Cap Quality Factor ETF iShares Trust | 63 | 2.6K $ | 0.03 % | 0.00 % | as of May 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 49 | 2.2K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 46 | 2.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 33 | 1.5K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 27 | 1.2K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 21 | 871.1 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 16 | 790.1 $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 13 | 641.9 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 8 | 367.2 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 7 | 290.4 $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 5 | 229.5 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 58.5K € | 0.45 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 229 | -3 | 8,790,009 | +0.1 % |
| 2026Q2 | 232 | +11 | 8,778,983 | +5.5 % |
| 2026Q1 | 221 | -8 | 8,325,205 | -3.0 % |
| 2025Q4 | 229 | -16 | 8,585,964 | -5.9 % |
| 2025Q3 | 245 | -10 | 9,123,644 | +3.4 % |
| 2025Q2 | 255 | +4 | 8,821,159 | +12.9 % |
| 2025Q1 | 251 | +15 | 7,809,834 | +4.0 % |
| 2024Q4 | 236 | +7 | 7,512,923 | +7.5 % |
| 2024Q3 | 229 | +3 | 6,987,767 | +3.1 % |
| 2024Q2 | 226 | +14 | 6,776,979 | +6.8 % |
| 2024Q1 | 212 | +8 | 6,346,640 | +5.1 % |
| 2023Q4 | 204 | 6,038,746 |
Institutional managers
169 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,466,868 | 134.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,404,730 | 54.6M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,182,663 | 46M $ | as of Mar 31, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 840,108 | 32.7M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 751,424 | 24.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 748,934 | 29.1M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 667,004 | 25.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 571,090 | 22.2M $ | as of Mar 31, 2026 |
| FIRST MANHATTAN CO. LLC. | 402,775 | 15.7M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 324,539 | 12.6M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 313,358 | 12.2K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 290,102 | 11.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 221,535 | 8.6M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 212,825 | 8.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 185,329 | 7.2M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 180,402 | 7K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 176,751 | 6.9M $ | as of Mar 31, 2026 |
| CONGRESS ASSET MANAGEMENT CO | 173,585 | 6.7M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 164,680 | 6.4M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 156,243 | 6.1M $ | as of Mar 31, 2026 |
| BESSEMER GROUP INC | 150,263 | 5.8K $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 140,268 | 5.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 135,135 | 5.3M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 134,342 | 5.2M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 116,362 | 4.5M $ | 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