Titelia

Fund shareholders of Banner Corp

ISIN US06652V2088 · United States

Fund shareholders
281
Of which ETFs
71 210 other funds
Value held
1.1B $ 4M SEK
Share of capital
52.4 % of 34M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 2,060,626125M $0.14 %6.06 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,084,88065.8M $0.00 %3.19 %as of Mar 31, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 1,050,13361.8M $0.07 %3.09 %as of Feb 28, 2026 ↗
iShares Russell 2000 ETF iShares Trust 827,81550.2M $0.07 %2.44 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 785,68947.7M $0.03 %2.31 %as of Mar 31, 2026 ↗
Small Cap Core Fund John Hancock Investment Trust 595,97839.9M $2.00 %1.75 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 529,23031.1M $0.13 %1.56 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 500,61130.4M $0.05 %1.47 %as of Mar 31, 2026 ↗
Victory Sycamore Small Company Opportunity Fund Victory Portfolios 500,00030.3M $0.68 %1.47 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 433,23129M $0.15 %1.27 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 379,29823M $0.03 %1.12 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 333,88822.3M $0.07 %0.98 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 326,75219.8M $0.02 %0.96 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 325,84119.8M $0.53 %0.96 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 310,09818.8M $0.25 %0.91 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 307,84118.7M $0.13 %0.91 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 291,33517.7M $0.14 %0.86 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 237,92315.9M $0.12 %0.70 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 231,62814.1M $0.15 %0.68 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 230,07315.4M $0.08 %0.68 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 227,74915.2M $0.10 %0.67 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 216,02713.1M $1.02 %0.64 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 178,86810.5M $0.03 %0.53 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 178,61210.8M $0.27 %0.53 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 177,20911.9M $0.31 %0.52 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 173,85211.6M $0.15 %0.51 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 169,51911.3M $0.15 %0.50 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 168,8769.9M $0.07 %0.50 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 165,9959.8M $0.05 %0.49 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 160,5459.7M $0.11 %0.47 %as of Mar 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 153,2009M $1.99 %0.45 %as of Feb 28, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 131,2078.8M $0.01 %0.39 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 123,3938.3M $0.06 %0.36 %as of Apr 30, 2026 ↗
abrdn U.S. Small Cap Equity Fund abrdn Funds 121,0958.1M $2.16 %0.36 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 116,8546.9M $0.13 %0.34 %as of Feb 28, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 109,2726.6M $0.27 %0.32 %as of Mar 31, 2026 ↗
Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. 103,5226.9M $1.51 %0.30 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 103,4596.1M $0.01 %0.30 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 97,5635.7M $0.06 %0.29 %as of Feb 28, 2026 ↗
Small Cap Core Trust John Hancock Variable Insurance Trust 90,1795.5M $1.90 %0.27 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 83,1905.6M $0.01 %0.24 %as of Apr 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 83,1275M $0.42 %0.24 %as of Mar 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 82,8435M $0.17 %0.24 %as of Mar 31, 2026 ↗
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 82,7115.5M $1.95 %0.24 %as of Apr 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 82,3905.5M $0.14 %0.24 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 77,3075.2M $0.01 %0.23 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 74,9784.4M $0.26 %0.22 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 73,8914.9M $0.07 %0.22 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 71,6754.2M $0.18 %0.21 %as of Feb 28, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 69,6014.7M $0.53 %0.20 %as of Apr 30, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 67,9774.5M $0.70 %0.20 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 63,0013.7M $0.00 %0.19 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 57,9603.9M $0.63 %0.17 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 57,7643.4M $0.02 %0.17 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 57,2623.5M $0.18 %0.17 %as of Mar 31, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 55,5003.7M $0.07 %0.16 %as of Apr 30, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 54,9793.3M $1.48 %0.16 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 54,4113.3M $0.07 %0.16 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 54,2563.2M $0.13 %0.16 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 52,6563.2M $0.13 %0.15 %as of Mar 31, 2026 ↗
NYLI WMC Small Companies Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 50,5963.4M $1.05 %0.15 %as of Apr 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 50,4603.1M $0.17 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 49,7652.9M $0.00 %0.15 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 49,0563.3M $0.01 %0.14 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 46,4842.7M $0.12 %0.14 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 42,2692.6M $0.00 %0.12 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 41,7972.5M $0.14 %0.12 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 41,7802.8M $0.00 %0.12 %as of Apr 30, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 41,0002.5M $0.81 %0.12 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 40,7322.7M $0.07 %0.12 %as of Apr 30, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 37,4762.3M $0.06 %0.11 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 35,9372.4M $0.08 %0.11 %as of Apr 30, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 35,3702.1M $2.26 %0.10 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 35,1332.1M $0.06 %0.10 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 34,9252.1M $0.02 %0.10 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 34,3252.3M $0.19 %0.10 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 33,2052.2M $0.02 %0.10 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 30,2661.8M $0.12 %0.09 %as of Feb 28, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 29,0871.8M $0.13 %0.09 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 28,8031.7M $0.70 %0.08 %as of Feb 28, 2026 ↗
Small Cap Value Fund Northern Funds 28,3691.7M $0.28 %0.08 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 28,1961.7M $0.48 %0.08 %as of Mar 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 27,8301.9M $0.38 %0.08 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 26,8011.8M $0.13 %0.08 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 25,5821.7M $0.18 %0.08 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 25,0521.5M $0.13 %0.07 %as of Feb 28, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 24,7401.5M $0.42 %0.07 %as of Mar 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 24,6501.5M $0.14 %0.07 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 24,3601.6M $0.07 %0.07 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 23,3191.6M $0.00 %0.07 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 23,2841.6M $0.02 %0.07 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 22,7601.4M $0.13 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 22,2191.3M $0.07 %0.07 %as of Mar 31, 2026 ↗
WesMark Small Company Fund WesMark Funds 22,1691.3M $0.87 %0.07 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 21,3301.3M $0.01 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 21,2621.4M $0.00 %0.06 %as of Apr 30, 2026 ↗
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 20,5001.4M $1.97 %0.06 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 20,1931.4M $0.03 %0.06 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 19,6321.2M $0.00 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 19,2451.1M $0.00 %0.06 %as of Feb 28, 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
abrdn Focused U.S. Small Cap Active ETF abrdn Funds 2.44 %as of Apr 30, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 2.26 %as of Mar 31, 2026 ↗
abrdn U.S. Small Cap Equity Fund abrdn Funds 2.16 %as of Apr 30, 2026 ↗
Small Cap Core Fund John Hancock Investment Trust 2.00 %as of Apr 30, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 1.99 %as of Feb 28, 2026 ↗
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 1.97 %as of Apr 30, 2026 ↗
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 1.95 %as of Apr 30, 2026 ↗
Small Cap Core Trust John Hancock Variable Insurance Trust 1.90 %as of Mar 31, 2026 ↗
Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 1.53 %as of Mar 31, 2026 ↗
Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. 1.51 %as of Apr 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
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

Declared shareholders of Banner Corp

There are 2 beneficial ownership filings. 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
Vanguard Portfolio Management 6.73 %2,295,050as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.22 %1,781,109as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Banner Corp". https://titelia.com/en/stocks/banner-corp-US06652V2088