Titelia

Fund shareholders of Amerant Bancorp Inc

ISIN US0235761014 · United States · LEI 54930071V6LIG79MTL10

Fund shareholders
169
Of which ETFs
40 129 other funds
Value held
184.7M $
Share of capital
21.3 % of 39.2M shares on Jul 29, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,296,44728.6M $0.00 %3.31 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 901,10219.9M $0.03 %2.30 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 431,5909.5M $0.01 %1.10 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 360,4448.3M $0.03 %0.92 %as of Apr 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 342,8157.9M $0.04 %0.87 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 315,5716.7M $0.03 %0.81 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 297,4406.6M $0.18 %0.76 %as of Mar 31, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 250,0005.5M $2.42 %0.64 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 203,8374.4M $0.01 %0.52 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 190,6244.1M $0.02 %0.49 %as of Feb 28, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 184,5974.1M $0.03 %0.47 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 184,5064.2M $0.06 %0.47 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 181,2653.9M $0.03 %0.46 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 180,2204.1M $0.02 %0.46 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 131,2793M $0.02 %0.33 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 120,4032.7M $0.02 %0.31 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 118,9002.6M $0.32 %0.30 %as of Mar 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 100,0002.2M $0.18 %0.26 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 99,2212.3M $0.03 %0.25 %as of Apr 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 92,0652M $0.17 %0.23 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 86,0411.8M $0.08 %0.22 %as of Feb 28, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 82,4361.8M $0.14 %0.21 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 79,6091.8M $0.03 %0.20 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 77,8651.7M $0.00 %0.20 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 77,6661.7M $0.00 %0.20 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 76,8641.8M $0.00 %0.20 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 75,4211.7M $0.01 %0.19 %as of Apr 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 73,0221.7M $0.13 %0.19 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 68,9481.6M $0.00 %0.18 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 58,7771.3M $0.03 %0.15 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 58,2561.2M $0.01 %0.15 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 57,3771.2M $0.00 %0.15 %as of Feb 28, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 57,1941.3M $0.03 %0.15 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 56,9971.3M $0.07 %0.15 %as of Mar 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 53,0751.2M $0.07 %0.14 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 47,7161M $0.13 %0.12 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 47,1001M $0.09 %0.12 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 45,8981.1M $0.03 %0.12 %as of Apr 30, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 40,759936.2K $0.13 %0.10 %as of Apr 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 38,503822K $0.15 %0.10 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 38,458883.4K $0.03 %0.10 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 38,109839.9K $0.02 %0.10 %as of Mar 31, 2026 ↗
1290 Essex Small Cap Growth Fund 1290 Funds 35,986826.6K $0.74 %0.09 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 34,555761.6K $0.04 %0.09 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 32,846754.5K $0.00 %0.08 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 30,830658.2K $0.05 %0.08 %as of Feb 28, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 29,900659K $0.11 %0.08 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 26,891592.7K $0.03 %0.07 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 26,278603.6K $0.00 %0.07 %as of Apr 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 25,399583.4K $0.12 %0.06 %as of Apr 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 24,784529.1K $0.20 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 24,085530.8K $0.00 %0.06 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 22,200489.3K $0.03 %0.06 %as of Mar 31, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 21,593496K $0.14 %0.06 %as of Apr 30, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 21,096465K $0.30 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 20,589453.8K $0.00 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 20,310447.6K $0.03 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 20,190431.1K $0.00 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 19,999459.4K $0.00 %0.05 %as of Apr 30, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 19,831423.4K $0.09 %0.05 %as of Feb 28, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 19,289443.1K $0.01 %0.05 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 19,131439.4K $0.00 %0.05 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 16,936373.3K $0.03 %0.04 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 16,388361.2K $0.06 %0.04 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 16,253347K $0.03 %0.04 %as of Feb 28, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 15,844363.9K $0.03 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 14,585311.4K $0.03 %0.04 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,313328.8K $0.00 %0.04 %as of Apr 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 13,368294.6K $0.08 %0.03 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 13,331284.6K $0.02 %0.03 %as of Feb 28, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 13,317305.9K $0.01 %0.03 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 13,198290.9K $0.03 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 12,800282.1K $0.01 %0.03 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 12,653278.9K $0.09 %0.03 %as of Mar 31, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 12,593277.5K $0.15 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 12,244281.2K $0.00 %0.03 %as of Apr 30, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 11,699257.8K $0.01 %0.03 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 11,332249.8K $0.03 %0.03 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 11,321249.5K $0.02 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 11,199246.8K $0.03 %0.03 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 11,177238.6K $0.10 %0.03 %as of Feb 28, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,960241.6K $0.01 %0.03 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 10,300236.6K $0.01 %0.03 %as of Apr 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 10,242225.7K $0.03 %0.03 %as of Mar 31, 2026 ↗
Small Cap Value Fund VALIC Co I 10,214218.1K $0.09 %0.03 %as of Feb 28, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 10,090215.4K $0.00 %0.03 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 9,952228.6K $0.00 %0.03 %as of Apr 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 9,702222.9K $0.01 %0.02 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 9,639212.4K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 9,333205.7K $0.03 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 7,845172.9K $0.00 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 7,649168.6K $0.02 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 7,272160.3K $0.03 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 6,729148.3K $0.03 %0.02 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 6,499143.2K $0.08 %0.02 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 5,776132.7K $0.03 %0.01 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,448125.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 5,250112.1K $0.01 %0.01 %as of Feb 28, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 5,146113.4K $0.03 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,100108.9K $0.01 %0.01 %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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
RMB Mendon Financial Services Fund RMB Investors Trust 2.42 %as of Mar 31, 2026 ↗
1290 Essex Small Cap Growth Fund 1290 Funds 0.74 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 0.32 %as of Mar 31, 2026 ↗
Eventide Small Cap ETF Strategy Shares 0.30 %as of Apr 30, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 0.30 %as of Mar 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 0.20 %as of Feb 28, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 0.18 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 0.18 %as of Mar 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 0.17 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.17 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2169-68,338,445+6.9 %
2026Q1175-87,797,180-0.9 %
2025Q4183+147,866,362-2.8 %
2025Q3169+28,095,951-1.4 %
2025Q2167+108,214,959+6.4 %
2025Q1157+97,724,069+16.2 %
2024Q4148+66,645,726+21.8 %
2024Q3142-75,455,981+2.9 %
2024Q214905,299,922+4.6 %
2024Q1149+15,066,361+9.2 %
2023Q41484,639,678

Institutional managers

141 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
WELLINGTON MANAGEMENT GROUP LLP5,530,346121.9M $as of Mar 31, 2026
BlackRock, Inc.2,797,05861.6M $as of Mar 31, 2026
Patriot Financial Partners GP II, L.P.2,257,28349.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,388,92630.6M $as of Mar 31, 2026
North Reef Capital Management LP1,160,48825.6M $as of Mar 31, 2026
STATE STREET CORP1,137,12125.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC915,69620.2M $as of Mar 31, 2026
UBS Group AG875,72119.3M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC528,24011.6M $as of Mar 31, 2026
MALTESE CAPITAL MANAGEMENT LLC492,50010.9M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC470,67810.4M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP440,5479.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC361,3638M $as of Mar 31, 2026
NORTHERN TRUST CORP302,6186.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC299,7676.6M $as of Mar 31, 2026
MENDON CAPITAL ADVISORS CORP273,3086M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC264,7305.8M $as of Mar 31, 2026
Curi Capital, LLC250,0565.5M $as of Mar 31, 2026
FJ Capital Management LLC245,9135.4M $as of Mar 31, 2026
Verition Fund Management LLC230,5005.1M $as of Mar 31, 2026
Brevan Howard Capital Management LP225,0005M $as of Mar 31, 2026
PEREGRINE CAPITAL MANAGEMENT LLC213,3774.7M $as of Mar 31, 2026
SEI INVESTMENTS CO198,3264.4M $as of Mar 31, 2026
PERRY CREEK CAPITAL LP196,1404.3M $as of Mar 31, 2026
CSM Advisors, LLC196,0954.3K $as of Mar 31, 2026

Declared shareholders of Amerant Bancorp Inc

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Capital Management 5.10 %2,052,689as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Amerant Bancorp Inc". https://titelia.com/en/stocks/amerant-bancorp-inc-US0235761014