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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,300 | 96.9K $ | 0.01 % | 0.02 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 5,275 | 95.6K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 5,242 | 92.8K $ | 0.02 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 5,159 | 94.3K $ | 0.03 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 5,126 | 92.9K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 4,723 | 83.6K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 4,619 | 84.4K $ | 0.08 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 4,410 | 80K $ | 0.10 % | 0.02 % | as of Apr 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 4,244 | 75.1K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 4,063 | 71.9K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 4,011 | 71K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 3,945 | 69.8K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 3,841 | 68K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 3,737 | 66.1K $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 3,705 | 67.2K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 3,646 | 64.5K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,552 | 64.4K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 3,497 | 63.4K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,277 | 58K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 3,251 | 58.9K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,178 | 57.6K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 3,131 | 55.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 2,910 | 51.5K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,907 | 51.5K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 2,882 | 52.3K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,869 | 50.8K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| AQR Small Cap Momentum Style Fund AQR Funds | 2,717 | 48.1K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,595 | 45.9K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,589 | 45.8K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 2,501 | 44.3K $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,431 | 44.1K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,389 | 42.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 2,375 | 43.1K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 2,209 | 40.4K $ | 0.03 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 2,159 | 39.1K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 1,924 | 34.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,907 | 33.8K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,759 | 31.1K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,724 | 30.5K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,697 | 30.8K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,668 | 29.5K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,592 | 29.1K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,590 | 28.1K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,569 | 28.4K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,553 | 27.5K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,355 | 24.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 1,345 | 23.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,292 | 23.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,290 | 23.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,259 | 22.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,210 | 21.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,054 | 18.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,031 | 18.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 906 | 16.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 882 | 15.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 875 | 15.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 835 | 15.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 809 | 14.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 801 | 14.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 765 | 14K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 740 | 13.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 715 | 13.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 700 | 12.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 700 | 12.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 684 | 12.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 667 | 11.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 600 | 10.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 550 | 9.7K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 513 | 9.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 462 | 8.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 385 | 6.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 372 | 6.7K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 318 | 5.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 273 | 4.8K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 263 | 4.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 236 | 4.3K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 203 | 3.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 113 | 2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 106 | 1.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 70 | 1.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 53 | 938.1 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 49 | 867.3 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 38 | 688.9 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 29 | 513.3 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 21 | 383.9 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 146.2 $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 5 | 88.5 $ | 0.00 % | 0.00 % | as of Mar 31, 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 | |
|---|---|---|
| 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 187 | +10 | 7,816,259 | +2.0 % |
| 2026Q1 | 177 | +6 | 7,662,718 | +5.7 % |
| 2025Q4 | 171 | +4 | 7,252,237 | +2.3 % |
| 2025Q3 | 167 | +6 | 7,090,167 | -1.7 % |
| 2025Q2 | 161 | +7 | 7,212,412 | +2.6 % |
| 2025Q1 | 154 | +10 | 7,027,215 | -0.7 % |
| 2024Q4 | 144 | +1 | 7,078,454 | +0.5 % |
| 2024Q3 | 143 | -6 | 7,042,558 | +1.1 % |
| 2024Q2 | 149 | +3 | 6,965,562 | +0.6 % |
| 2024Q1 | 146 | -1 | 6,926,384 | +1.2 % |
| 2023Q4 | 147 | 6,841,064 |
Institutional managers
133 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Thrivent Financial for Lutherans | 2,254,105 | 39.9K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,585,396 | 28.1M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 1,314,280 | 23M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,058,471 | 18.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 617,927 | 10.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 496,068 | 8.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 454,474 | 8M $ | as of Mar 31, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 434,660 | 7.7M $ | as of Mar 31, 2026 |
| Rhino Investment Partners, Inc | 430,456 | 7.6M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 368,231 | 6.5K $ | as of Mar 31, 2026 |
| Tradition Wealth Management, LLC | 351,865 | 6.2M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 348,022 | 6.2M $ | as of Mar 31, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | 333,554 | 5.9M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 314,347 | 5.6M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 286,942 | 5.1M $ | as of Mar 31, 2026 |
| Ancora Advisors LLC | 236,240 | 4.2M $ | as of Mar 31, 2026 |
| Hodges Capital Management Inc. | 233,890 | 4.1M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 228,694 | 4M $ | as of Mar 31, 2026 |
| Hillsdale Investment Management Inc. | 211,960 | 3.8M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 206,145 | 3.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 198,419 | 3.5M $ | as of Mar 31, 2026 |
| EJF Capital LP | 181,738 | 3.2M $ | as of Mar 31, 2026 |
| CSM Advisors, LLC | 180,620 | 3.2K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 179,952 | 3.2M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 173,710 | 3.1M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Bridgewater Bancshares Inc". https://titelia.com/en/stocks/bridgewater-bancshares-inc-US1086211034