Funds holding Blue Foundry Bancorp
ISIN US09549B1044 · United States · LEI 5493008KPK5NJT0FNK56
- Fund holders
- 74
- Of which ETFs
- 13 61 other funds
- Value held
- 43.2M $
- Share of capital
- 17.1 % of 19.1M shares on Mar 26, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| First Trust Merger Arbitrage Fund INVESTMENT MANAGERS SERIES TRUST II | 857,308 | 11.4M $ | 0.72 % | 4.48 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 561,815 | 7.4M $ | 0.00 % | 2.94 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 430,535 | 5.7M $ | 0.01 % | 2.25 % | as of Mar 31, 2026 ↗ |
| Destinations Multi Strategy Alternatives Fund Brinker Capital Destinations Trust | 256,100 | 3.4M $ | 0.63 % | 1.34 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 193,180 | 2.6M $ | 0.00 % | 1.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 154,619 | 2M $ | 0.02 % | 0.81 % | as of Mar 31, 2026 ↗ |
| First Trust Multi-Strategy Fund INVESTMENT MANAGERS SERIES TRUST II | 132,939 | 1.8M $ | 0.14 % | 0.69 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 91,028 | 1.2M $ | 0.00 % | 0.48 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 88,714 | 1.2M $ | 0.01 % | 0.46 % | as of Feb 28, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 45,281 | 599.5K $ | 0.05 % | 0.24 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 41,364 | 547.7K $ | 0.20 % | 0.22 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 35,450 | 467.2K $ | 0.00 % | 0.19 % | as of Feb 28, 2026 ↗ |
| AltShares Merger Arbitrage ETF AltShares Trust | 35,262 | 464.8K $ | 0.45 % | 0.18 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 25,032 | 331.4K $ | 0.01 % | 0.13 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 24,823 | 327.2K $ | 0.00 % | 0.13 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 21,918 | 288.9K $ | 0.01 % | 0.11 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 21,584 | 285.8K $ | 0.02 % | 0.11 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 20,000 | 264.8K $ | 0.22 % | 0.10 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 17,717 | 234.6K $ | 0.01 % | 0.09 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 14,580 | 192.2K $ | 0.00 % | 0.08 % | as of Feb 28, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 13,864 | 183.6K $ | 0.09 % | 0.07 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 12,990 | 171.2K $ | 0.02 % | 0.07 % | as of Feb 28, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 12,470 | 165.1K $ | 0.01 % | 0.07 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 12,100 | 160.2K $ | 0.01 % | 0.06 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 10,190 | 134.9K $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 8,962 | 118.7K $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 8,299 | 109.9K $ | 0.01 % | 0.04 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 7,608 | 100.7K $ | 0.01 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 7,332 | 97.1K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 7,295 | 96.1K $ | 0.01 % | 0.04 % | as of Feb 28, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 7,091 | 93.9K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 7,079 | 93.7K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 5,314 | 70.4K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 5,245 | 69.4K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 5,221 | 68.8K $ | 0.00 % | 0.03 % | as of Feb 28, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 4,203 | 55.6K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 3,920 | 51.9K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 3,626 | 48K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,558 | 47.1K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 3,416 | 45.2K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 3,390 | 44.9K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 3,166 | 41.9K $ | 0.02 % | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,772 | 36.7K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,438 | 32.3K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,257 | 29.9K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,123 | 28.1K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,919 | 25.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,892 | 25.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,522 | 20.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,519 | 20K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,516 | 20.1K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,489 | 19.7K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,471 | 19.5K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,457 | 19.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,449 | 19.1K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,373 | 18.2K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,288 | 17.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,114 | 14.7K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,113 | 14.7K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,039 | 13.7K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 936 | 12.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 780 | 10.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 743 | 9.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 681 | 9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 608 | 8K $ | 0.00 % | as of Mar 31, 2026 ↗ | |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 600 | 7.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 558 | 7.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 433 | 5.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 427 | 5.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 383 | 5.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 298 | 3.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 200 | 2.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 18 | 237.2 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 4 | 52.7 $ | 0.00 % | 0.00 % | as of Feb 28, 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 | |
|---|---|---|
| First Trust Merger Arbitrage Fund INVESTMENT MANAGERS SERIES TRUST II | 0.72 % | as of Mar 31, 2026 ↗ |
| Destinations Multi Strategy Alternatives Fund Brinker Capital Destinations Trust | 0.63 % | as of Feb 28, 2026 ↗ |
| AltShares Merger Arbitrage ETF AltShares Trust | 0.45 % | as of Feb 28, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.22 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 0.20 % | as of Mar 31, 2026 ↗ |
| First Trust Multi-Strategy Fund INVESTMENT MANAGERS SERIES TRUST II | 0.14 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 0.09 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.05 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 0.02 % | 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.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 74 | -42 | 3,262,008 | -39.9 % |
| 2026Q1 | 116 | -6 | 5,429,235 | -10.6 % |
| 2025Q4 | 122 | +6 | 6,073,784 | -11.5 % |
| 2025Q3 | 116 | -2 | 6,859,744 | -4.8 % |
| 2025Q2 | 118 | +6 | 7,205,141 | -0.4 % |
| 2025Q1 | 112 | 0 | 7,231,008 | -2.6 % |
| 2024Q4 | 112 | 0 | 7,426,373 | +0.7 % |
| 2024Q3 | 112 | -4 | 7,377,515 | -1.7 % |
| 2024Q2 | 116 | +5 | 7,504,721 | +1.5 % |
| 2024Q1 | 111 | -2 | 7,393,234 | +2.0 % |
| 2023Q4 | 113 | 7,248,716 |
Institutional managers
104 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| GLAZER CAPITAL, LLC | 1,719,910 | 22.7K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,267,125 | 16.8M $ | as of Mar 31, 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P | 1,018,887 | 13.5M $ | as of Mar 31, 2026 |
| First Trust Capital Management L.P. | 1,004,006 | 13.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 684,600 | 9.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 421,058 | 5.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 411,028 | 5.4M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 358,672 | 4.7M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 338,400 | 4.5M $ | as of Mar 31, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 333,785 | 4.4M $ | as of Mar 31, 2026 |
| Essex Financial Services, Inc. | 321,281 | 4.3M $ | as of Mar 31, 2026 |
| ABC ARBITRAGE SA | 200,781 | 2.7M $ | as of Mar 31, 2026 |
| MANGROVE PARTNERS IM, LLC | 198,659 | 2.6M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 191,747 | 2.5M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 154,796 | 2M $ | as of Mar 31, 2026 |
| Squarepoint Ops LLC | 152,559 | 2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 147,371 | 2M $ | as of Mar 31, 2026 |
| Chicago Capital Management, LLC | 146,012 | 1.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 124,296 | 1.6M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 98,540 | 1.3M $ | as of Mar 31, 2026 |
| TUDOR INVESTMENT CORP ET AL | 97,253 | 1.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 97,060 | 1.3M $ | as of Mar 31, 2026 |
| Yakira Capital Management, Inc. | 91,649 | 1.2M $ | as of Mar 31, 2026 |
| Quantinno Capital Management LP | 89,069 | 1.2M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 84,856 | 1.1M $ | as of Mar 31, 2026 |
Declared shareholders of Blue Foundry Bancorp
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 | |
|---|---|---|---|
| First Trust Capital Management L.P. and 2 others | 5.25 % | 1,004,006 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Blue Foundry Bancorp". https://titelia.com/en/stocks/blue-foundry-bancorp-US09549B1044