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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Eventide Small Cap ETF Strategy Shares | 4,624 | 136.9K $ | 0.38 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,494 | 133K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 4,097 | 121.3K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 4,011 | 118.7K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 3,938 | 89.5K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 3,169 | 93.8K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 3,125 | 71K $ | 0.05 % | 0.01 % | as of May 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 3,123 | 79.7K $ | 0.06 % | 0.01 % | as of Jun 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 3,105 | 79.2K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 3,050 | 77.8K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 3,033 | 77.4K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,024 | 68.7K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 2,885 | 73.6K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,744 | 81.2K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,648 | 67.6K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,578 | 65.8K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,517 | 64.2K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,358 | 60.2K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,297 | 68K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 2,123 | 54.2K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,947 | 44.2K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 1,745 | 44.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,719 | 39.1K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,692 | 50.1K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,647 | 42K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,597 | 40.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 1,552 | 39.6K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,521 | 38.8K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,464 | 37.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,428 | 32.4K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,363 | 31K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,345 | 30.6K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,138 | 29K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,132 | 28.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 1,070 | 27.3K $ | 0.11 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,000 | 25.5K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 948 | 21.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 930 | 23.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 872 | 22.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 847 | 25.1K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 840 | 21.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 828 | 21.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 667 | 17K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 576 | 13.1K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 499 | 12.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 444 | 13.1K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 442 | 11.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 311 | 7.1K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 233 | 5.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 221 | 6.5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 194 | 5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 185 | 4.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 142 | 3.6K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 93 | 2.4K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 85 | 2.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 56 | 1.3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 51 | 1.3K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 34 | 772.5 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 34 | 772.5 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 29 | 858.4 $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 19 | 562.4 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 11 | 249.9 $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 10 | 255.2 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
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 | |
|---|---|---|
| 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 163 | -6 | 8,856,477 | +6.2 % |
| 2026Q2 | 169 | -6 | 8,338,445 | +6.9 % |
| 2026Q1 | 175 | -8 | 7,797,180 | -0.9 % |
| 2025Q4 | 183 | +14 | 7,866,362 | -2.8 % |
| 2025Q3 | 169 | +2 | 8,095,951 | -1.4 % |
| 2025Q2 | 167 | +10 | 8,214,959 | +6.4 % |
| 2025Q1 | 157 | +9 | 7,724,069 | +16.2 % |
| 2024Q4 | 148 | +6 | 6,645,726 | +21.8 % |
| 2024Q3 | 142 | -7 | 5,455,981 | +2.9 % |
| 2024Q2 | 149 | 0 | 5,299,922 | +4.6 % |
| 2024Q1 | 149 | +1 | 5,066,361 | +9.2 % |
| 2023Q4 | 148 | 4,639,678 |
Institutional managers
141 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 5,530,346 | 121.9M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 2,797,058 | 61.6M $ | as of Mar 31, 2026 |
| Patriot Financial Partners GP II, L.P. | 2,257,283 | 49.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,388,926 | 30.6M $ | as of Mar 31, 2026 |
| North Reef Capital Management LP | 1,160,488 | 25.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,137,121 | 25.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 915,696 | 20.2M $ | as of Mar 31, 2026 |
| UBS Group AG | 875,721 | 19.3M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 528,240 | 11.6M $ | as of Mar 31, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 492,500 | 10.9M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 470,678 | 10.4M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 440,547 | 9.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 361,363 | 8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 302,618 | 6.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 299,767 | 6.6M $ | as of Mar 31, 2026 |
| MENDON CAPITAL ADVISORS CORP | 273,308 | 6M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 264,730 | 5.8M $ | as of Mar 31, 2026 |
| Curi Capital, LLC | 250,056 | 5.5M $ | as of Mar 31, 2026 |
| FJ Capital Management LLC | 245,913 | 5.4M $ | as of Mar 31, 2026 |
| Verition Fund Management LLC | 230,500 | 5.1M $ | as of Mar 31, 2026 |
| Brevan Howard Capital Management LP | 225,000 | 5M $ | as of Mar 31, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 213,377 | 4.7M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 198,326 | 4.4M $ | as of Mar 31, 2026 |
| PERRY CREEK CAPITAL LP | 196,140 | 4.3M $ | as of Mar 31, 2026 |
| CSM Advisors, LLC | 196,095 | 4.3K $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 4.99 % | 1,921,969 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Amerant Bancorp Inc". https://titelia.com/en/stocks/amerant-bancorp-inc-US0235761014