Titelia

Fund shareholders of Bridgewater Bancshares Inc

ISIN US1086211034 · United States · LEI 5493001FLSBTVILKXZ71

Fund shareholders
187
Of which ETFs
32 155 other funds
Value held
140.4M $
Share of capital
28.0 % of 27.9M shares on Jul 28, 2026
FundSharesValueWeight in fundShare of capital
THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds 1,577,35128.6M $0.98 %5.66 %as of Apr 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 643,86811.4M $0.00 %2.31 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 522,7289.3M $0.01 %1.87 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 508,8109M $1.01 %1.82 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 498,6009.1M $0.04 %1.79 %as of Feb 28, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 252,8104.5M $0.01 %0.91 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 199,9153.6M $0.01 %0.72 %as of Apr 30, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 186,1143.4M $0.59 %0.67 %as of Feb 28, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 171,4123.1M $0.15 %0.61 %as of Apr 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 149,2222.7M $0.01 %0.54 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 146,9202.7M $0.02 %0.53 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 122,6982.2M $0.02 %0.44 %as of Apr 30, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 120,0002.1M $0.93 %0.43 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 112,9852.1M $0.01 %0.41 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 105,7921.9M $0.01 %0.38 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 103,6071.9M $0.01 %0.37 %as of Feb 28, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 99,3531.8M $0.01 %0.36 %as of Mar 31, 2026 ↗
Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST 97,9301.7M $0.82 %0.35 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 91,4651.7M $0.01 %0.33 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 77,4201.4M $0.01 %0.28 %as of Mar 31, 2026 ↗
Hodges Small Intrinsic Value Fund NORTHERN LIGHTS FUND TRUST II 75,0251.3M $2.60 %0.27 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 72,0001.3M $0.15 %0.26 %as of Mar 31, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 69,7351.2M $0.55 %0.25 %as of Mar 31, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 64,9201.1M $0.16 %0.23 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 63,6051.1M $0.10 %0.23 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 62,5971.1M $0.00 %0.22 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 57,9071M $0.01 %0.21 %as of Apr 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 57,5001M $0.08 %0.21 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 53,593971.6K $0.00 %0.19 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 53,252965.5K $0.00 %0.19 %as of Apr 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 52,764933.9K $0.08 %0.19 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 50,016906.8K $0.01 %0.18 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 46,612845.1K $0.02 %0.17 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 46,373840.7K $0.01 %0.17 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 45,867838.4K $0.03 %0.16 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 44,191782.2K $0.29 %0.16 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 42,623779.1K $0.00 %0.15 %as of Feb 28, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 34,728634.8K $0.00 %0.12 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 33,266588.8K $0.01 %0.12 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 32,087586.6K $0.00 %0.12 %as of Feb 28, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 31,758562.1K $0.02 %0.11 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 27,819492.4K $0.05 %0.10 %as of Mar 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 27,628505K $0.19 %0.10 %as of Feb 28, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 27,500486.8K $0.71 %0.10 %as of Mar 31, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 27,003478K $0.11 %0.10 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 26,022460.6K $0.02 %0.09 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 25,156456.1K $0.01 %0.09 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 23,322412.8K $0.01 %0.08 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 23,184420.3K $0.03 %0.08 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 22,825413.8K $0.00 %0.08 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 22,646410.6K $0.01 %0.08 %as of Apr 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 20,500374.7K $0.03 %0.07 %as of Feb 28, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 20,307359.4K $0.49 %0.07 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 17,901327.2K $0.02 %0.06 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 17,087302.4K $0.10 %0.06 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 15,866287.7K $0.00 %0.06 %as of Apr 30, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 15,732287.6K $0.11 %0.06 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 15,642285.9K $0.00 %0.06 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 15,470273.8K $0.02 %0.06 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,900263.7K $0.01 %0.05 %as of Mar 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 14,703268.8K $0.14 %0.05 %as of Feb 28, 2026 ↗
Small Cap Value Fund VALIC Co I 13,793252.1K $0.10 %0.05 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 13,761243.6K $0.01 %0.05 %as of Mar 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 13,107237.6K $0.29 %0.05 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 12,746225.6K $0.01 %0.05 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,257216.9K $0.02 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 11,852214.9K $0.00 %0.04 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 11,567204.7K $0.00 %0.04 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 11,531209.1K $0.01 %0.04 %as of Apr 30, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 11,180197.9K $0.04 %0.04 %as of Mar 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 11,000194.7K $0.03 %0.04 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 10,937193.6K $0.00 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 10,397184K $0.01 %0.04 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,928180K $0.02 %0.04 %as of Apr 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 9,810173.6K $0.24 %0.04 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 9,500172.2K $0.00 %0.03 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,273169.5K $0.01 %0.03 %as of Feb 28, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 9,174166.3K $0.01 %0.03 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 9,011159.5K $0.03 %0.03 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 8,610157.4K $0.00 %0.03 %as of Feb 28, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 8,548151.3K $0.00 %0.03 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 8,542154.9K $0.00 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 8,262146.2K $0.00 %0.03 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 8,254150.9K $0.01 %0.03 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,015146.5K $0.01 %0.03 %as of Feb 28, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 7,665135.7K $0.01 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,541136.7K $0.01 %0.03 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,535136.6K $0.00 %0.03 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 7,517133.1K $0.01 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,076125.2K $0.00 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 6,750119.5K $0.01 %0.02 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 6,594116.7K $0.01 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,348115.1K $0.00 %0.02 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 6,248110.6K $0.00 %0.02 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 6,146108.8K $0.00 %0.02 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,117108.3K $0.05 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,951107.9K $0.02 %0.02 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,758101.9K $0.01 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,702100.9K $0.00 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 5,59499K $0.00 %0.02 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Hodges Small Intrinsic Value Fund NORTHERN LIGHTS FUND TRUST II 2.60 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 1.01 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds 0.98 %as of Apr 30, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 0.93 %as of Mar 31, 2026 ↗
Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST 0.82 %as of Mar 31, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 0.71 %as of Mar 31, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 0.59 %as of Feb 28, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 0.55 %as of Mar 31, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 0.49 %as of Mar 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 0.29 %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
2026Q2187+107,816,259+2.0 %
2026Q1177+67,662,718+5.7 %
2025Q4171+47,252,237+2.3 %
2025Q3167+67,090,167-1.7 %
2025Q2161+77,212,412+2.6 %
2025Q1154+107,027,215-0.7 %
2024Q4144+17,078,454+0.5 %
2024Q3143-67,042,558+1.1 %
2024Q2149+36,965,562+0.6 %
2024Q1146-16,926,384+1.2 %
2023Q41476,841,064

Institutional managers

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

ManagerSharesValue
Thrivent Financial for Lutherans2,254,10539.9K $as of Mar 31, 2026
BlackRock, Inc.1,585,39628.1M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.1,314,28023M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,058,47118.7M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC617,92710.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC496,0688.8M $as of Mar 31, 2026
STATE STREET CORP454,4748M $as of Mar 31, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.434,6607.7M $as of Mar 31, 2026
Rhino Investment Partners, Inc430,4567.6M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC368,2316.5K $as of Mar 31, 2026
Tradition Wealth Management, LLC351,8656.2M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP348,0226.2M $as of Mar 31, 2026
NEXT CENTURY GROWTH INVESTORS LLC333,5545.9M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC314,3475.6M $as of Mar 31, 2026
KENNEDY CAPITAL MANAGEMENT LLC286,9425.1M $as of Mar 31, 2026
Ancora Advisors LLC236,2404.2M $as of Mar 31, 2026
Hodges Capital Management Inc.233,8904.1M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC228,6944M $as of Mar 31, 2026
Hillsdale Investment Management Inc.211,9603.8M $as of Mar 31, 2026
Russell Investments Group, Ltd.206,1453.6M $as of Mar 31, 2026
MORGAN STANLEY198,4193.5M $as of Mar 31, 2026
EJF Capital LP181,7383.2M $as of Mar 31, 2026
CSM Advisors, LLC180,6203.2K $as of Mar 31, 2026
JPMORGAN CHASE & CO179,9523.2M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP173,7103.1M $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of Bridgewater Bancshares Inc". https://titelia.com/en/stocks/bridgewater-bancshares-inc-US1086211034