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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 743 | 50.6K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 700 | 47.7K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 686 | 46.8K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 672 | 45.8K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 621 | 36.5K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 611 | 35.9K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 584 | 30.6K $ | 0.02 % | 0.01 % | as of May 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 559 | 32.8K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 557 | 32.7K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 538 | 31.6K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 534 | 36.4K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 528 | 31K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 489 | 28.7K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 479 | 25.1K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 473 | 24.7K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 444 | 23.2K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 431 | 29.4K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 404 | 23.7K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 400 | 23.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 393 | 20.6K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 370 | 25.2K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 326 | 19.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 318 | 16.6K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 315 | 18.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 313 | 16.4K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 297 | 17.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 251 | 13.1K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Enhanced Small Cap Value ETF Fidelity Covington Trust | 250 | 14.7K $ | 0.22 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 249 | 13K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 248 | 14.6K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 239 | 14K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 229 | 13.5K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 200 | 11.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 193 | 11.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 178 | 10.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 171 | 10K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 167 | 9.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 160 | 9.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 143 | 8.4K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 135 | 7.1K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 93 | 5.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 78 | 5.3K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 64 | 4.4K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 34 | 2.3K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 33 | 1.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 25 | 1.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 16 | 940 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 15 | 881.3 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 9 | 528.8 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 6 | 313.9 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 5 | 340.8 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 4 | 272.6 $ | 0.00 % | as of Jul 31, 2026 ↗ | |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 2 | 117.5 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 2 | 104.6 $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / RIVER GLOBAL ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 50.9K € | 2.38 % | as of Dec 31, 2025 ↗ | ||
| MARSOT INVERSIONS SICAV SA GVC GAESCO GESTIÓN, SGIIC, S.A. | 49.5K € | 1.89 % | as of Dec 31, 2025 ↗ |
Funds that publish their own holdings
| Fund | Weight 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 154 | 0 | 1,574,339 | +6.8 % |
| 2026Q2 | 154 | +6 | 1,473,590 | +6.3 % |
| 2026Q1 | 148 | +17 | 1,386,703 | +5.2 % |
| 2025Q4 | 131 | +10 | 1,317,655 | +0.7 % |
| 2025Q3 | 121 | +8 | 1,308,750 | +2.7 % |
| 2025Q2 | 113 | +1 | 1,274,644 | -0.7 % |
| 2025Q1 | 112 | +1 | 1,283,229 | +5.1 % |
| 2024Q4 | 111 | 0 | 1,220,636 | +2.1 % |
| 2024Q3 | 111 | -1 | 1,195,078 | -0.1 % |
| 2024Q2 | 112 | +4 | 1,196,315 | +2.3 % |
| 2024Q1 | 108 | -5 | 1,169,237 | +3.7 % |
| 2023Q4 | 113 | 1,127,416 |
Institutional managers
114 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 480,305 | 23.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 319,241 | 15.5M $ | as of Mar 31, 2026 |
| Pacific Ridge Capital Partners, LLC | 168,000 | 8.2M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 164,678 | 8K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 156,216 | 7.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 130,826 | 6.3M $ | as of Mar 31, 2026 |
| Siena Capital Partners GP, LLC | 116,138 | 5.6M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 107,548 | 5.2M $ | as of Mar 31, 2026 |
| GM Advisory Group, LLC | 106,498 | 5.2M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 105,991 | 5.1M $ | as of Mar 31, 2026 |
| Hillsdale Investment Management Inc. | 105,900 | 5.1M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 96,423 | 4.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 90,760 | 4.4M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 85,070 | 4.1M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 69,837 | 3.4M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 69,700 | 3.4K $ | as of Mar 31, 2026 |
| Nuveen, LLC | 67,392 | 3.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 66,317 | 3.2M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 54,944 | 2.7M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 52,661 | 2.6M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 50,970 | 2.5M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 41,342 | 2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 33,106 | 1.6M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 30,171 | 1.5M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 29,942 | 1.5M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 5.20 % | 416,427 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Bankwell Financial Group Inc". https://titelia.com/en/stocks/bankwell-financial-group-inc-US06654A1034