Titelia

Fund shareholders of Banner Corp

ISIN US06652V2088 · United States

Fund shareholders
289
Of which ETFs
73 216 other funds
Value held
≈ 1.1B $ 1.1B $ · 4M SEK
Share of capital
50.1 % of 34M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 2,042,157135.7M $0.12 %6.01 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,027,13168.2M $0.00 %3.02 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 818,14554.4M $0.07 %2.41 %as of Jun 30, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 816,78553.1M $0.06 %2.40 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 739,57349.1M $0.03 %2.18 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 609,69139.6M $0.15 %1.79 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 468,80331.1M $0.05 %1.38 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 438,08930.8M $0.16 %1.29 %as of Jul 31, 2026 ↗
Victory Sycamore Small Company Opportunity Fund Victory Portfolios 435,00028.9M $0.62 %1.28 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 396,14626.3M $0.56 %1.17 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 389,65525.9M $0.03 %1.15 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 371,36426.1M $0.08 %1.09 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 312,69520.8M $0.01 %0.92 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 312,43420.8M $0.12 %0.92 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 294,24719.5M $0.13 %0.87 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 292,15119.4M $0.24 %0.86 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 237,28416.7M $0.12 %0.70 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 231,62815.4M $0.13 %0.68 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 230,07316.2M $0.08 %0.68 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 227,74916M $0.10 %0.67 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 207,57513.8M $0.93 %0.61 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 192,48613.6M $0.17 %0.57 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 186,23712.4M $0.11 %0.55 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 178,07111.6M $0.03 %0.52 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 176,25411.7M $0.24 %0.52 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 173,07411.2M $0.06 %0.51 %as of May 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 169,51911.9M $0.15 %0.50 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 163,69510.6M $0.05 %0.48 %as of May 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 145,3009.4M $2.09 %0.43 %as of May 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 134,5909.5M $0.23 %0.40 %as of Jul 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 133,5229.4M $0.01 %0.39 %as of Jul 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 130,8749.2M $0.25 %0.39 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 125,6948.9M $0.06 %0.37 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 117,9417.7M $0.13 %0.35 %as of May 31, 2026 ↗
abrdn U.S. Small Cap Equity Fund abrdn Funds 117,4248.3M $2.10 %0.35 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 109,2727.3M $0.23 %0.32 %as of Jun 30, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 106,7147.5M $1.13 %0.31 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 92,0296M $0.07 %0.27 %as of May 31, 2026 ↗
Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. 91,6556.5M $1.58 %0.27 %as of Jul 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 86,6685.8M $0.18 %0.26 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 85,4286M $0.01 %0.25 %as of Jul 31, 2026 ↗
Small Cap Core Trust John Hancock Variable Insurance Trust 84,4035.6M $1.57 %0.25 %as of Jun 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 83,1275.5M $0.42 %0.24 %as of Jun 30, 2026 ↗
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 82,7115.8M $2.03 %0.24 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 82,1995.8M $0.08 %0.24 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 77,3075.4M $0.01 %0.23 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 74,8424.9M $0.26 %0.22 %as of May 31, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 74,0055.2M $0.77 %0.22 %as of Jul 31, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 69,6014.9M $0.51 %0.20 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 69,5084.5M $0.16 %0.20 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 63,0014.1M $0.00 %0.19 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 56,9973.8M $0.17 %0.17 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 56,4743.8M $0.06 %0.17 %as of Jun 30, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 55,5003.9M $0.07 %0.16 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 55,0743.6M $0.03 %0.16 %as of May 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 54,3543.6M $0.16 %0.16 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 53,3893.5M $0.03 %0.16 %as of Jun 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 53,3793.5M $0.12 %0.16 %as of Jun 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 52,5183.7M $0.27 %0.15 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 51,8843.4M $0.00 %0.15 %as of May 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 50,9003.3M $0.13 %0.15 %as of May 31, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 50,3883.3M $1.25 %0.15 %as of Jun 30, 2026 ↗
NYLIM WMC Small Companies Fund NYLIM FUNDS TRUST 49,7143.5M $1.02 %0.15 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 49,0563.5M $0.01 %0.14 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 47,5143.2M $0.14 %0.14 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 47,4563.1M $0.13 %0.14 %as of May 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 45,2233M $0.05 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 44,8723.2M $0.08 %0.13 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 42,5932.8M $0.00 %0.13 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 41,7802.9M $0.00 %0.12 %as of Jul 31, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 41,0002.7M $0.79 %0.12 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 39,6052.6M $0.15 %0.12 %as of May 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 37,5382.5M $0.09 %0.11 %as of Jun 30, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 35,3702.3M $2.44 %0.10 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 34,3792.3M $0.06 %0.10 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 33,8942.4M $0.09 %0.10 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 32,8502.3M $0.02 %0.10 %as of Jul 31, 2026 ↗
WesMark Small Company Fund WesMark Funds 29,9692M $1.07 %0.09 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 29,0871.9M $0.12 %0.09 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 28,5361.9M $0.45 %0.08 %as of Jun 30, 2026 ↗
Small Cap Value Fund Northern Funds 28,3691.9M $0.27 %0.08 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 27,8481.8M $0.77 %0.08 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 26,6121.7M $0.14 %0.08 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 26,1151.8M $0.08 %0.08 %as of Jul 31, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NYLIM VP FUNDS TRUST 25,0531.7M $0.39 %0.07 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 25,0261.8M $0.13 %0.07 %as of Jul 31, 2026 ↗
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 24,6001.7M $2.50 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,0191.6M $0.07 %0.07 %as of Jun 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 23,8961.7M $0.39 %0.07 %as of Jul 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 23,7191.6M $0.12 %0.07 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 23,3191.6M $0.00 %0.07 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 23,2901.5M $0.08 %0.07 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 23,2841.6M $0.02 %0.07 %as of Jul 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 22,3061.5M $0.12 %0.07 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 21,3301.4M $0.01 %0.06 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 21,2621.5M $0.00 %0.06 %as of Jul 31, 2026 ↗
Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust 20,5001.4M $1.23 %0.06 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 20,1931.4M $0.03 %0.06 %as of Jul 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 19,9101.3M $0.17 %0.06 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 19,2451.3M $0.00 %0.06 %as of May 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
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 2.50 %as of Jul 31, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 2.44 %as of Jun 30, 2026 ↗
abrdn Focused U.S. Small Cap Active ETF abrdn Funds 2.33 %as of Jul 31, 2026 ↗
abrdn U.S. Small Cap Equity Fund abrdn Funds 2.10 %as of Jul 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 2.09 %as of May 31, 2026 ↗
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 2.03 %as of Jul 31, 2026 ↗
Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 1.72 %as of Jun 30, 2026 ↗
Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. 1.58 %as of Jul 31, 2026 ↗
Small Cap Core Trust John Hancock Variable Insurance Trust 1.57 %as of Jun 30, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 1.25 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3288+817,027,444-4.3 %
2026Q2280-217,794,139-2.5 %
2026Q1282+118,246,826-2.1 %
2025Q4281-818,644,965-2.8 %
2025Q3289-419,191,052-3.2 %
2025Q2293+1219,819,068+3.3 %
2025Q1281-319,191,613-0.2 %
2024Q4284-719,232,901+1.8 %
2024Q3291-718,887,928+2.7 %
2024Q2298+518,384,651+1.5 %
2024Q1293-1618,112,490+2.4 %
2023Q430917,694,800

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.4,999,540303.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,177,070132.1M $as of Mar 31, 2026
STATE STREET CORP1,869,246113.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,217,56673.9M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,022,47162M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE905,45354.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC862,32952.3M $as of Mar 31, 2026
UBS Group AG795,05448.2M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC782,37347.5M $as of Mar 31, 2026
Nuveen, LLC719,50843.7M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC664,99640.4M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC545,46833.1M $as of Mar 31, 2026
DEPRINCE RACE & ZOLLO INC475,35228.8M $as of Mar 31, 2026
NORTHERN TRUST CORP445,00927M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC413,96625.1M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP412,30025M $as of Mar 31, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C.408,86424.8M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC343,92020.7M $as of Mar 31, 2026
Fisher Asset Management, LLC331,94220.1M $as of Mar 31, 2026
Aberdeen Group plc315,07619.1M $as of Mar 31, 2026
Bank of New York Mellon Corp304,42618.5M $as of Mar 31, 2026
Qube Research & Technologies Ltd296,46118M $as of Mar 31, 2026
MORGAN STANLEY290,09317.6M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC270,96416.4M $as of Mar 31, 2026
FMR LLC259,85415.8M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Banner Corp". https://titelia.com/en/stocks/banner-corp-US06652V2088