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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 676 | 26K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 673 | 26.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 619 | 24.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 603 | 23.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 600 | 23.3K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 560 | 21.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 535 | 20.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 526 | 20.4K $ | 0.28 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 508 | 19.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 494 | 19.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 488 | 19K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 450 | 17.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 412 | 16.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 379 | 15.5K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 339 | 13.9K $ | 0.12 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 316 | 12.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 259 | 10.6K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 213 | 8.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 197 | 7.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 123 | 4.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 113 | 4.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 96 | 3.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 77 | 3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 58 | 2.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 52 | 2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 42 | 1.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 32 | 1.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 31 | 1.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 24 | 923.8 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 13 | 531.4 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 7 | 269.4 $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 6 | 233.2 $ | 0.01 % | 0.00 % | as of Mar 31, 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 | 1.34 % | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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