Titelia

Fund shareholders of Amerant Bancorp Inc

ISIN US0235761014 · United States · LEI 54930071V6LIG79MTL10

Fund shareholders
163
Of which ETFs
38 125 other funds
Value held
230.1M $
Share of capital
22.6 % of 39.2M shares on Jul 29, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,181,24730.1M $0.00 %3.01 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 924,96523.6M $0.03 %2.36 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 563,86512.8M $0.05 %1.44 %as of May 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 426,74810.9M $0.01 %1.09 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 413,98612.3M $0.06 %1.06 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 379,6149.7M $0.20 %0.97 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 375,48411.1M $0.03 %0.96 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 335,2068.6M $0.06 %0.86 %as of Jun 30, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 300,0007.7M $2.96 %0.77 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 217,1296.4M $0.08 %0.55 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 201,1364.6M $0.01 %0.51 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 187,5814.3M $0.02 %0.48 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 181,5134.1M $0.02 %0.46 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 180,2205.3M $0.03 %0.46 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 131,2793.9M $0.03 %0.33 %as of Jul 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 118,9003M $0.33 %0.30 %as of Jun 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 115,4982.9M $0.19 %0.29 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 106,2143.1M $0.04 %0.27 %as of Jul 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 100,0002.6M $0.19 %0.26 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 87,9032.2M $0.06 %0.22 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 83,7622.5M $0.03 %0.21 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 83,0872.5M $0.02 %0.21 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 79,7692M $0.00 %0.20 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 79,7421.8M $0.07 %0.20 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 77,6661.8M $0.00 %0.20 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 76,8642.3M $0.01 %0.20 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 74,5892.2M $0.18 %0.19 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 68,9482M $0.00 %0.18 %as of Jul 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 68,3651.6M $0.12 %0.17 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 63,6061.6M $0.03 %0.16 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 60,2371.4M $0.01 %0.15 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 57,9281.3M $0.00 %0.15 %as of May 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 57,0871.5M $0.06 %0.15 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 56,9971.5M $0.07 %0.15 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 53,1611.2M $0.15 %0.14 %as of May 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 52,3561.2M $0.19 %0.13 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 49,3661.1M $0.06 %0.13 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 48,0011.2M $0.06 %0.12 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 45,8981.4M $0.03 %0.12 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 44,3941.1M $0.09 %0.11 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 39,4681M $0.03 %0.10 %as of Jun 30, 2026 ↗
1290 Essex Small Cap Growth Fund 1290 Funds 35,9861.1M $0.92 %0.09 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 35,5741.1M $0.04 %0.09 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 34,395877.8K $0.04 %0.09 %as of Jun 30, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 33,161846.3K $0.43 %0.08 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 32,846972.2K $0.00 %0.08 %as of Jul 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 29,900763K $0.12 %0.08 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 28,955857.1K $0.00 %0.07 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 26,278777.8K $0.00 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,600627.8K $0.03 %0.06 %as of Jun 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 24,280551.6K $0.17 %0.06 %as of May 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 22,898677.8K $0.16 %0.06 %as of Jul 31, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 22,792517.8K $0.11 %0.06 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 21,650552.5K $0.00 %0.06 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 20,310518.3K $0.03 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 20,190458.7K $0.00 %0.05 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 19,999592K $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 19,419441.2K $0.16 %0.05 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 19,289571K $0.01 %0.05 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 18,942560.7K $0.00 %0.05 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 17,583448.7K $0.03 %0.04 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 17,452445.4K $0.00 %0.04 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 17,167390K $0.03 %0.04 %as of May 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 16,490488.1K $0.03 %0.04 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 16,197368K $0.00 %0.04 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 16,013408.7K $0.06 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 14,585331.4K $0.02 %0.04 %as of May 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 14,422368K $0.08 %0.04 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,313423.7K $0.01 %0.04 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 14,087320.1K $0.02 %0.04 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 13,722406.2K $0.02 %0.04 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 12,800326.7K $0.01 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 12,244362.4K $0.00 %0.03 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 11,199285.8K $0.03 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 10,996280.6K $0.03 %0.03 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,960279.7K $0.01 %0.03 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 10,920278.7K $0.09 %0.03 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,621314.4K $0.04 %0.03 %as of Jul 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 10,568269.7K $0.02 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 10,474267.3K $0.03 %0.03 %as of Jun 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 10,164300.9K $0.01 %0.03 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 9,952294.6K $0.00 %0.03 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 9,639246K $0.00 %0.02 %as of Jun 30, 2026 ↗
Small Cap Value Fund VALIC Co I 9,043205.5K $0.08 %0.02 %as of May 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 8,767223.7K $0.01 %0.02 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 8,570253.7K $0.01 %0.02 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 8,100206.7K $0.03 %0.02 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,987236.4K $0.04 %0.02 %as of Jul 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 7,791198.8K $0.09 %0.02 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 7,782198.6K $0.00 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 7,649195.2K $0.02 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,168212.2K $0.02 %0.02 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 7,165182.9K $0.03 %0.02 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 5,629143.7K $0.03 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 5,574165K $0.04 %0.01 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 5,419138.3K $0.03 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,138131.1K $0.03 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,100115.9K $0.01 %0.01 %as of May 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,950126.3K $0.03 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,930125.8K $0.03 %0.01 %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
RMB Mendon Financial Services Fund RMB Investors Trust 2.96 %as of Jun 30, 2026 ↗
1290 Essex Small Cap Growth Fund 1290 Funds 0.92 %as of Jul 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 0.43 %as of Jun 30, 2026 ↗
Eventide Small Cap ETF Strategy Shares 0.38 %as of Jul 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 0.33 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 0.20 %as of Jun 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.19 %as of Jun 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 0.19 %as of Jun 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 0.19 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 0.18 %as of Jul 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
2026Q3163-68,856,477+6.2 %
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 table shows the 25 largest.

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

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 4.99 %1,921,969as of Jun 30, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Amerant Bancorp Inc". https://titelia.com/en/stocks/amerant-bancorp-inc-US0235761014