Titelia

Fund shareholders of Bankwell Financial Group Inc

ISIN US06654A1034 · United States · LEI 5493004NUBQXPY84NX67

Fund shareholders
157
Of which ETFs
32 125 other funds
Value held
≈ 94.3M $ 94.2M $ · 100.4K €
Share of capital
19.7 % of 8M shares on Jul 30, 2026

157 funds hold this company. This table lists the 156 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 188,62111.1M $0.00 %2.37 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 186,51111M $0.01 %2.34 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 117,4026.1M $0.02 %1.47 %as of May 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 82,6644.9M $0.01 %1.04 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 69,8264.1M $0.00 %0.88 %as of Jun 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 65,6203.4M $0.42 %0.82 %as of May 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 65,2034.4M $0.01 %0.82 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 55,3443.3M $0.02 %0.69 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 46,9093.2M $0.02 %0.59 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 41,1722.8M $0.01 %0.52 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 39,0652.7M $0.02 %0.49 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 34,7771.8M $0.01 %0.44 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 34,5411.8M $0.00 %0.43 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 34,4092.3M $0.01 %0.43 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 27,4701.9M $0.02 %0.34 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 26,4801.8M $0.01 %0.33 %as of Jul 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 21,4521.5M $0.04 %0.27 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 20,9961.2M $0.08 %0.26 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 18,8041.3M $0.02 %0.24 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 18,2771.2M $0.00 %0.23 %as of Jul 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 15,000881.3K $0.07 %0.19 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 14,9041M $0.01 %0.19 %as of Jul 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 14,294747.9K $0.10 %0.18 %as of May 31, 2026 ↗
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 13,801722.1K $0.86 %0.17 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 11,932624.3K $0.00 %0.15 %as of May 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 11,393669.3K $0.00 %0.14 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 11,311664.5K $0.01 %0.14 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 11,052578.2K $0.02 %0.14 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 10,414544.9K $0.00 %0.13 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,630656.3K $0.00 %0.12 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 9,381551.1K $0.07 %0.12 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 9,270544.6K $0.21 %0.12 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 8,781459.4K $0.05 %0.11 %as of May 31, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 8,420494.7K $0.42 %0.11 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,385571.4K $0.00 %0.11 %as of Jul 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 8,096551.7K $0.01 %0.10 %as of Jul 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 7,960467.7K $0.09 %0.10 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 7,921465.4K $0.01 %0.10 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 7,355432.1K $0.01 %0.09 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 7,013412K $0.02 %0.09 %as of Jun 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 6,550384.8K $0.04 %0.08 %as of Jun 30, 2026 ↗
AUER GROWTH Unified Series Trust 6,500340.1K $0.43 %0.08 %as of May 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 6,202364.4K $0.25 %0.08 %as of Jun 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 5,409317.8K $0.05 %0.07 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 4,876332.3K $0.00 %0.06 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 4,829329.1K $0.01 %0.06 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,700276.1K $0.01 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,562238.7K $0.02 %0.06 %as of May 31, 2026 ↗
Small Cap Core Fund Northern Funds 4,559267.8K $0.07 %0.06 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 4,480305.3K $0.01 %0.06 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 4,303225.1K $0.00 %0.05 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 4,043211.5K $0.01 %0.05 %as of May 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 3,900265.8K $0.06 %0.05 %as of Jul 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 3,875227.7K $0.01 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 3,699252.1K $0.00 %0.05 %as of Jul 31, 2026 ↗
Even Herd Long Short ETF Tidal Trust II 3,545208.3K $0.34 %0.04 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 3,249190.9K $0.00 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 3,048179.1K $0.01 %0.04 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 2,912171.1K $0.00 %0.04 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 2,888196.8K $0.01 %0.04 %as of Jul 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 2,810165.1K $0.19 %0.04 %as of Jun 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 2,779163.3K $0.04 %0.03 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 2,759144.4K $0.01 %0.03 %as of May 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,746187.1K $0.02 %0.03 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 2,672157K $0.00 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 2,666181.7K $0.01 %0.03 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 2,613153.5K $0.01 %0.03 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 2,550149.8K $0.01 %0.03 %as of Jun 30, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 2,369139.2K $0.11 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 2,342137.6K $0.00 %0.03 %as of Jun 30, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 2,134145.4K $0.24 %0.03 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,981116.4K $0.00 %0.02 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 1,980116.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 1,925113.1K $0.02 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 1,924113K $0.01 %0.02 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 1,898111.5K $0.01 %0.02 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 1,844108.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,826124.4K $0.02 %0.02 %as of Jul 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 1,811106.4K $0.02 %0.02 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,63996.3K $0.00 %0.02 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,61484.4K $0.03 %0.02 %as of May 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 1,521103.7K $0.00 %0.02 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,44384.8K $0.01 %0.02 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,40282.4K $0.08 %0.02 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,39281.8K $0.04 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 1,30676.7K $0.01 %0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 1,30288.7K $0.00 %0.02 %as of Jul 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,26174.1K $0.02 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,23884.4K $0.01 %0.02 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,10057.6K $0.00 %0.01 %as of May 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,03970.8K $0.02 %0.01 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 1,02053.4K $0.00 %0.01 %as of May 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 1,01659.7K $0.00 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,00158.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 96156.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 93749K $0.00 %0.01 %as of May 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 92254.2K $0.00 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 91453.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 86250.6K $0.00 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 85150K $0.01 %0.01 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Mandarine Funds - Mandarine Global Microcap Mandarine Gestion 0.45 %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.

FundWeight in fund
GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / RIVER GLOBAL ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 2.38 %as of Dec 31, 2025 ↗
MARSOT INVERSIONS SICAV SA GVC GAESCO GESTIÓN, SGIIC, S.A. 1.89 %as of Dec 31, 2025 ↗
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 0.86 %as of May 31, 2026 ↗
Mandarine Funds - Mandarine Global Microcap Mandarine Gestion 0.45 %as of Jun 30, 2026 ↗
AUER GROWTH Unified Series Trust 0.43 %as of May 31, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 0.42 %as of Jun 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 0.42 %as of May 31, 2026 ↗
Even Herd Long Short ETF Tidal Trust II 0.34 %as of Jun 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.25 %as of Jun 30, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 0.24 %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
2026Q315401,574,339+6.8 %
2026Q2154+61,473,590+6.3 %
2026Q1148+171,386,703+5.2 %
2025Q4131+101,317,655+0.7 %
2025Q3121+81,308,750+2.7 %
2025Q2113+11,274,644-0.7 %
2025Q1112+11,283,229+5.1 %
2024Q411101,220,636+2.1 %
2024Q3111-11,195,078-0.1 %
2024Q2112+41,196,315+2.3 %
2024Q1108-51,169,237+3.7 %
2023Q41131,127,416

Institutional managers

114 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.480,30523.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP319,24115.5M $as of Mar 31, 2026
Pacific Ridge Capital Partners, LLC168,0008.2M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC164,6788K $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC156,2167.6M $as of Mar 31, 2026
STATE STREET CORP130,8266.3M $as of Mar 31, 2026
Siena Capital Partners GP, LLC116,1385.6M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC107,5485.2M $as of Mar 31, 2026
GM Advisory Group, LLC106,4985.2M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC105,9915.1M $as of Mar 31, 2026
Hillsdale Investment Management Inc.105,9005.1M $as of Mar 31, 2026
BANC FUNDS CO LLC96,4234.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC90,7604.4M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP85,0704.1M $as of Mar 31, 2026
COMMONWEALTH EQUITY SERVICES, LLC69,8373.4M $as of Mar 31, 2026
LSV ASSET MANAGEMENT69,7003.4K $as of Mar 31, 2026
Nuveen, LLC67,3923.3M $as of Mar 31, 2026
NORTHERN TRUST CORP66,3173.2M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC54,9442.7M $as of Mar 31, 2026
Qube Research & Technologies Ltd52,6612.6M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC50,9702.5M $as of Mar 31, 2026
SEI INVESTMENTS CO41,3422M $as of Mar 31, 2026
MORGAN STANLEY33,1061.6M $as of Mar 31, 2026
Trexquant Investment LP30,1711.5M $as of Mar 31, 2026
Empowered Funds, LLC29,9421.5M $as of Mar 31, 2026

Declared shareholders of Bankwell Financial Group 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
BlackRock, Inc. 5.20 %416,427as of Jun 30, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Bankwell Financial Group Inc". https://titelia.com/en/stocks/bankwell-financial-group-inc-US06654A1034