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
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,0451.1M $0.12 %0.05 %as of Mar 31, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 17,8001.1M $0.07 %0.05 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 17,6071.2M $0.00 %0.05 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 17,5571.1M $0.17 %0.05 %as of Mar 31, 2026
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 17,1961M $0.15 %0.05 %as of Feb 28, 2026
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 17,1011.1M $0.14 %0.05 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 16,6761M $0.00 %0.05 %as of Mar 31, 2026
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 16,3921.1M $0.05 %0.05 %as of Apr 30, 2026
Small Cap Index Fund Northern Funds 15,408935K $0.07 %0.05 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 15,202922.5K $0.01 %0.04 %as of Mar 31, 2026
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 14,680863.9K $0.05 %0.04 %as of Feb 28, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 14,608977.4K $0.07 %0.04 %as of Apr 30, 2026
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 14,055940.4K $0.27 %0.04 %as of Apr 30, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,019938K $0.11 %0.04 %as of Apr 30, 2026
Timothy Plan US Small Cap Core ETF Timothy Plan 13,765835.3K $0.28 %0.04 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 13,428790.2K $0.06 %0.04 %as of Feb 28, 2026
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 13,292806.6K $0.70 %0.04 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 12,816754.2K $0.01 %0.04 %as of Feb 28, 2026
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 12,802856.6K $0.14 %0.04 %as of Apr 30, 2026
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 12,716850.8K $0.08 %0.04 %as of Apr 30, 2026
Avantis U.S. Equity ETF American Century ETF Trust 12,435731.8K $0.01 %0.04 %as of Feb 28, 2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 12,143812.5K $0.11 %0.04 %as of Apr 30, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 12,022729.5K $1.00 %0.04 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 11,970800.9K $0.03 %0.04 %as of Apr 30, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 11,926798K $0.00 %0.04 %as of Apr 30, 2026
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 11,920723.3K $0.13 %0.04 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 11,700710K $0.03 %0.03 %as of Mar 31, 2026
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 11,672708.3K $0.13 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 10,863659.2K $0.07 %0.03 %as of Mar 31, 2026
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 10,536705K $0.38 %0.03 %as of Apr 30, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,320626.2K $0.03 %0.03 %as of Mar 31, 2026
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 10,234684.8K $0.43 %0.03 %as of Apr 30, 2026
iShares Russell 3000 ETF iShares Trust 10,216619.9K $0.00 %0.03 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 9,873599.1K $0.06 %0.03 %as of Mar 31, 2026
iShares US Small Cap Value Factor ETF iShares Trust 9,783593.6K $0.35 %0.03 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 9,674569.3K $0.06 %0.03 %as of Feb 28, 2026
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 9,605582.8K $0.14 %0.03 %as of Mar 31, 2026
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 9,363626.5K $0.03 %0.03 %as of Apr 30, 2026
Avantis Total Equity Markets ETF American Century ETF Trust 8,938526K $0.07 %0.03 %as of Feb 28, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 8,678526.6K $0.07 %0.03 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 8,604575.7K $0.01 %0.03 %as of Apr 30, 2026
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 8,319489.6K $0.00 %0.02 %as of Feb 28, 2026
Hennessy Small Cap Financial Fund Hennessy Funds Trust 8,000535.3K $0.74 %0.02 %as of Apr 30, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,922530.1K $0.09 %0.02 %as of Apr 30, 2026
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 7,121432.1K $0.10 %0.02 %as of Mar 31, 2026
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 6,9444M SEK0.01 %0.02 %as of Mar 31, 2026
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 6,886417.8K $0.27 %0.02 %as of Mar 31, 2026
Small-Cap Value Portfolio PACIFIC SELECT FUND 6,880417.5K $0.11 %0.02 %as of Mar 31, 2026
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 6,729396K $0.09 %0.02 %as of Feb 28, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 6,673404.9K $0.07 %0.02 %as of Mar 31, 2026
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 6,552397.6K $0.01 %0.02 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 6,431390.2K $0.05 %0.02 %as of Mar 31, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 6,413429.1K $0.07 %0.02 %as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 6,236378.4K $0.00 %0.02 %as of Mar 31, 2026
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 6,160412.2K $0.02 %0.02 %as of Apr 30, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 6,155373.5K $0.18 %0.02 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 6,044366.7K $0.07 %0.02 %as of Mar 31, 2026
Paradigm Value Fund PARADIGM FUNDS 6,000364.1K $0.80 %0.02 %as of Mar 31, 2026
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 5,489367.3K $0.30 %0.02 %as of Apr 30, 2026
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 5,360315.4K $0.14 %0.02 %as of Feb 28, 2026
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 5,336323.8K $0.19 %0.02 %as of Mar 31, 2026
Small Cap Core Fund Northern Funds 5,318322.7K $0.09 %0.02 %as of Mar 31, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 5,279353.2K $0.01 %0.02 %as of Apr 30, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,277353.1K $0.03 %0.02 %as of Apr 30, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 5,133343.4K $0.08 %0.02 %as of Apr 30, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 4,914298.2K $0.07 %0.01 %as of Mar 31, 2026
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,810291.9K $0.02 %0.01 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,751279.6K $0.02 %0.01 %as of Feb 28, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,747288K $0.07 %0.01 %as of Mar 31, 2026
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 4,732278.5K $0.04 %0.01 %as of Feb 28, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 4,647282K $0.02 %0.01 %as of Mar 31, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,471271.3K $0.03 %0.01 %as of Mar 31, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,434296.7K $0.01 %0.01 %as of Apr 30, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 4,388258.2K $0.09 %0.01 %as of Feb 28, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,107249.2K $0.07 %0.01 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,081247.6K $0.07 %0.01 %as of Mar 31, 2026
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 3,902236.8K $0.13 %0.01 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 3,807254.7K $0.03 %0.01 %as of Apr 30, 2026
abrdn Focused U.S. Small Cap Active ETF abrdn Funds 3,682246.4K $2.44 %0.01 %as of Apr 30, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,645221.2K $0.07 %0.01 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,633243.1K $0.07 %0.01 %as of Apr 30, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 3,355203.6K $0.06 %0.01 %as of Mar 31, 2026
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 3,299200.2K $0.11 %0.01 %as of Mar 31, 2026
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 3,160191.7K $0.05 %0.01 %as of Mar 31, 2026
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 3,059185.6K $0.15 %0.01 %as of Mar 31, 2026
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,031183.9K $0.01 %0.01 %as of Mar 31, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 2,920177.2K $0.14 %0.01 %as of Mar 31, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,848172.8K $0.07 %0.01 %as of Mar 31, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,811165.4K $0.00 %0.01 %as of Feb 28, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,798164.7K $0.13 %0.01 %as of Feb 28, 2026
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 2,759167.4K $0.01 %0.01 %as of Mar 31, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,723182.2K $0.07 %0.01 %as of Apr 30, 2026
SGI Small Cap Core Fund RBB Fund, Inc. 2,598152.9K $0.13 %0.01 %as of Feb 28, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,540154.1K $0.07 %0.01 %as of Mar 31, 2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,480165.9K $0.01 %0.01 %as of Apr 30, 2026
iShares MSCI World Small-Cap ETF iShares Trust 2,381140.1K $0.02 %0.01 %as of Feb 28, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,344156.8K $0.00 %0.01 %as of Apr 30, 2026
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 2,344142.2K $0.00 %0.01 %as of Mar 31, 2026
Column Small Cap Fund Trust for Professional Managers 2,340137.7K $0.03 %0.01 %as of Feb 28, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,314140.4K $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
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
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Titelia. "Fund shareholders of Banner Corp". https://titelia.com/en/stocks/banner-corp-US06652V2088