Titelia

Fund shareholders of Bankwell Financial Group Inc

ISIN US06654A1034 · United States · LEI 5493004NUBQXPY84NX67

Fund shareholders
156
Of which ETFs
30 126 other funds
Value held
≈ 72.3M $ 72.2M $ · 100.4K €
Share of capital
18.5 % of 8M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 197,1219.6M $0.00 %2.47 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 177,0478.6M $0.01 %2.22 %as of Mar 31, 2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 84,9584M $0.02 %1.07 %as of Feb 28, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 78,9773.8M $0.00 %0.99 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 65,7393.4M $0.01 %0.82 %as of Apr 30, 2026
Adara Smaller Companies Fund RBB Fund, Inc. 65,6203.1M $0.40 %0.82 %as of Feb 28, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 56,8962.8M $0.00 %0.71 %as of Mar 31, 2026
iShares Russell 2000 Value ETF iShares Trust 50,6852.5M $0.02 %0.64 %as of Mar 31, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 44,6632.3M $0.01 %0.56 %as of Apr 30, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 41,2032.1M $0.01 %0.52 %as of Apr 30, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 36,5041.9M $0.01 %0.46 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 36,2341.7M $0.00 %0.45 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 35,0771.6M $0.01 %0.44 %as of Feb 28, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 34,4091.8M $0.01 %0.43 %as of Apr 30, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 27,4611.4M $0.02 %0.34 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 26,0361.3M $0.01 %0.33 %as of Apr 30, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 17,847923K $0.00 %0.22 %as of Apr 30, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 17,609910.7K $0.01 %0.22 %as of Apr 30, 2026
iShares Micro-Cap ETF iShares Trust 17,270837.9K $0.07 %0.22 %as of Mar 31, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 15,000727.8K $0.06 %0.19 %as of Mar 31, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 14,795765.2K $0.01 %0.19 %as of Apr 30, 2026
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 13,924650.3K $0.09 %0.17 %as of Feb 28, 2026
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 13,245618.5K $0.85 %0.17 %as of Feb 28, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 11,932557.2K $0.00 %0.15 %as of Feb 28, 2026
Even Herd Long Short ETF Tidal Trust II 11,518558.9K $0.97 %0.14 %as of Mar 31, 2026
Master Small Cap Index Series Quantitative Master Series LLC 11,311548.8K $0.01 %0.14 %as of Mar 31, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,630498.1K $0.00 %0.12 %as of Apr 30, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 9,592447.9K $0.00 %0.12 %as of Feb 28, 2026
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 9,416456.9K $0.07 %0.12 %as of Mar 31, 2026
ACUITAS US MICROCAP FUND FORUM FUNDS II 9,296451K $0.46 %0.12 %as of Mar 31, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 9,202446.5K $0.36 %0.12 %as of Mar 31, 2026
iShares Russell 2000 Growth ETF iShares Trust 8,672420.8K $0.00 %0.11 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 8,664404.6K $0.05 %0.11 %as of Feb 28, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 8,400392.3K $0.02 %0.11 %as of Feb 28, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,385433.7K $0.00 %0.11 %as of Apr 30, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 8,096418.7K $0.01 %0.10 %as of Apr 30, 2026
Clearwater Select Equity Fund Clearwater Investment Trust 7,960386.2K $0.09 %0.10 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 7,468362.3K $0.01 %0.09 %as of Mar 31, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 6,797329.8K $0.02 %0.09 %as of Mar 31, 2026
AUER GROWTH Unified Series Trust 6,500303.6K $0.42 %0.08 %as of Feb 28, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,431263.5K $0.00 %0.07 %as of Mar 31, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 5,171250.9K $0.01 %0.06 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 4,876252.2K $0.00 %0.06 %as of Apr 30, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 4,829249.8K $0.00 %0.06 %as of Apr 30, 2026
Small Cap Core Fund Northern Funds 4,746230.3K $0.07 %0.06 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,700228K $0.01 %0.06 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,318201.7K $0.02 %0.05 %as of Feb 28, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 4,303201K $0.00 %0.05 %as of Feb 28, 2026
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 3,900201.7K $0.05 %0.05 %as of Apr 30, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 3,894201.4K $0.01 %0.05 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 3,798184.3K $0.00 %0.05 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 3,699191.3K $0.00 %0.05 %as of Apr 30, 2026
Small Cap Index Fund Northern Funds 3,267158.5K $0.01 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 2,948152.5K $0.01 %0.04 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 2,912141.3K $0.00 %0.04 %as of Mar 31, 2026
AQR Small Cap Multi-Style Fund AQR Funds 2,779134.8K $0.09 %0.03 %as of Mar 31, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 2,777134.7K $0.19 %0.03 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 2,759128.8K $0.01 %0.03 %as of Feb 28, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,746142K $0.02 %0.03 %as of Apr 30, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 2,672129.6K $0.00 %0.03 %as of Mar 31, 2026
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 2,657128.9K $0.11 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 2,613126.8K $0.01 %0.03 %as of Mar 31, 2026
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 2,476120.1K $0.02 %0.03 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 2,400124.1K $0.01 %0.03 %as of Apr 30, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 2,342113.6K $0.00 %0.03 %as of Mar 31, 2026
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 2,112109.2K $0.20 %0.03 %as of Apr 30, 2026
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,98196.1K $0.00 %0.02 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 1,92493.4K $0.01 %0.02 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 1,92493.4K $0.01 %0.02 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 1,89892.1K $0.01 %0.02 %as of Mar 31, 2026
Venerable US Small Cap Fund Venerable Variable Insurance Trust 1,88891.6K $0.07 %0.02 %as of Mar 31, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,82694.4K $0.02 %0.02 %as of Apr 30, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,81484.7K $0.03 %0.02 %as of Feb 28, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 1,80087.3K $0.01 %0.02 %as of Mar 31, 2026
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,63979.5K $0.00 %0.02 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,44370K $0.01 %0.02 %as of Mar 31, 2026
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 1,36966.4K $0.05 %0.02 %as of Mar 31, 2026
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 1,36370.5K $0.00 %0.02 %as of Apr 30, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 1,30267.3K $0.00 %0.02 %as of Apr 30, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 1,27061.6K $0.01 %0.02 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 1,25865.1K $0.00 %0.02 %as of Apr 30, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,25560.9K $0.04 %0.02 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,23864K $0.01 %0.02 %as of Apr 30, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 1,23059.7K $0.00 %0.02 %as of Mar 31, 2026
Small-Cap Value Portfolio PACIFIC SELECT FUND 1,22659.5K $0.02 %0.02 %as of Mar 31, 2026
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,13254.9K $0.06 %0.01 %as of Mar 31, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,12754.7K $0.02 %0.01 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,10051.4K $0.00 %0.01 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,05349.2K $0.00 %0.01 %as of Feb 28, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,03953.7K $0.01 %0.01 %as of Apr 30, 2026
Avantis U.S. Equity ETF American Century ETF Trust 1,02047.6K $0.00 %0.01 %as of Feb 28, 2026
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 1,01952.7K $0.00 %0.01 %as of Apr 30, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 1,01649.3K $0.00 %0.01 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,00148.6K $0.01 %0.01 %as of Mar 31, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 97747.4K $0.01 %0.01 %as of Mar 31, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 96146.6K $0.01 %0.01 %as of Mar 31, 2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 86540.4K $0.00 %0.01 %as of Feb 28, 2026
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 86241.8K $0.00 %0.01 %as of Mar 31, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 80339K $0.00 %0.01 %as of Mar 31, 2026
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 80038.8K $0.00 %0.01 %as of Mar 31, 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
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
Even Herd Long Short ETF Tidal Trust II 0.97 %as of Mar 31, 2026
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 0.85 %as of Feb 28, 2026
ACUITAS US MICROCAP FUND FORUM FUNDS II 0.46 %as of Mar 31, 2026
AUER GROWTH Unified Series Trust 0.42 %as of Feb 28, 2026
Adara Smaller Companies Fund RBB Fund, Inc. 0.40 %as of Feb 28, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.36 %as of Mar 31, 2026
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 0.20 %as of Apr 30, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.19 %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.

QuarterShareholdersChangeSharesChange
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. 4.90 %394,174as of Mar 31, 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