Titelia

Funds holding BV Financial Inc

ISIN US05603E2081 · United States

Fund holders
90
Of which ETFs
17 73 other funds
Value held
20.2M $
Share of capital
12.4 % of 8.5M shares on Aug 7, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 275,1175.3M $0.00 %3.25 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 172,0723.3M $0.00 %2.03 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 88,2191.7M $0.00 %1.04 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 70,4351.4M $0.00 %0.83 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 65,6401.3M $0.01 %0.77 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 40,099749K $0.00 %0.47 %as of Feb 28, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 35,813669K $0.00 %0.42 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 19,434380.5K $0.00 %0.23 %as of Apr 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 19,107374.1K $0.00 %0.23 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 18,505345.7K $0.00 %0.22 %as of Feb 28, 2026 ↗
iShares Micro-Cap ETF iShares Trust 17,773340.2K $0.03 %0.21 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 16,916331.2K $0.00 %0.20 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 15,156296.8K $0.00 %0.18 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,589285.7K $0.00 %0.17 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 13,204246.7K $0.03 %0.16 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 11,986223.9K $0.00 %0.14 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 9,902189.5K $0.00 %0.12 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 8,998176.2K $0.00 %0.11 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,858173.4K $0.00 %0.10 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 8,686166.3K $0.00 %0.10 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 8,426165K $0.00 %0.10 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 7,799149.3K $0.01 %0.09 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,335118.3K $0.01 %0.07 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 6,024112.5K $0.00 %0.07 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 5,414101.1K $0.00 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 5,00097.9K $0.00 %0.06 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 4,64190.9K $0.00 %0.05 %as of Apr 30, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,40084.2K $0.00 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 4,32082.7K $0.00 %0.05 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 3,86173.9K $0.00 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 3,80172.8K $0.00 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 3,73671.5K $0.01 %0.04 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,54569.4K $0.01 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 3,52365.8K $0.01 %0.04 %as of Feb 28, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 3,00057.4K $0.00 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 2,99458.6K $0.00 %0.04 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,87656.3K $0.00 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 2,85155.8K $0.00 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 2,80053.6K $0.00 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 2,27443.5K $0.00 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 2,17941.7K $0.01 %0.03 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,77134.7K $0.00 %0.02 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 1,67532.1K $0.01 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 1,55029.7K $0.01 %0.02 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,54728.9K $0.01 %0.02 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,54530.3K $0.00 %0.02 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,48328.4K $0.00 %0.02 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,35125.9K $0.01 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,32525.9K $0.00 %0.02 %as of Apr 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,26924.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,03720.3K $0.00 %0.01 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,01719.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 95718.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 91217.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 90717.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 88717.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 88416.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 81815.7K $0.00 %0.01 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 75714.8K $0.00 %0.01 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 73214.3K $0.00 %0.01 %as of Apr 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 72214.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 71013.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 69913.1K $0.00 %0.01 %as of Feb 28, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 69513.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 65412.8K $0.00 %0.01 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 61111.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 52610.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 5049.4K $0.00 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 5029.4K $0.00 %0.01 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 4618.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 4608.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 4608.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4378.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 3526.6K $0.00 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 3085.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 3005.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2945.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 2545K $0.00 %0.00 %as of Apr 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1633.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 771.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 34650.8 $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 23440.2 $0.00 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 20382.8 $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 17325.4 $0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 13254.5 $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 12229.7 $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 8149.4 $0.00 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 478.3 $0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 356 $0.01 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 238.3 $0.00 %0.00 %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
iShares Micro-Cap ETF iShares Trust 0.03 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 0.03 %as of Feb 28, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 0.01 %as of Feb 28, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 0.01 %as of Feb 28, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 0.01 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 0.01 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 0.01 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 0.01 %as of Apr 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 0.01 %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.

QuarterHoldersChangeSharesChange
2026Q290+11,052,057-3.3 %
2026Q189+31,088,038-2.6 %
2025Q486+141,117,238+5.8 %
2025Q372+431,055,781+61.9 %
2025Q229+3652,269+2.0 %
2025Q126+5639,775+2.8 %
2024Q421+1622,269+0.9 %
2024Q320+2616,456+1.0 %
2024Q218+3610,280+24.5 %
2024Q115+12490,256+66.2 %
2023Q43295,014

Institutional managers

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

ManagerSharesValue
ALLIANCEBERNSTEIN L.P.835,16515.1M $as of Mar 31, 2026
BlackRock, Inc.567,34510.9M $as of Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC371,4577.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC165,5083.2M $as of Mar 31, 2026
GENDELL JEFFREY L141,2622.7M $as of Mar 31, 2026
Oppenheimer & Close, LLC134,5332.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP120,9332.3M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP115,2482.2M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC110,0712.1M $as of Mar 31, 2026
STATE STREET CORP106,0422M $as of Mar 31, 2026
STILWELL VALUE LLC90,0001.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC62,7521.2M $as of Mar 31, 2026
Beartown Capital Management, LLC60,6161.2M $as of Mar 31, 2026
NORTHERN TRUST CORP50,468966K $as of Mar 31, 2026
VANGUARD FIDUCIARY TRUST CO45,481870.5K $as of Mar 31, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC39,834762.4K $as of Mar 31, 2026
HSBC HOLDINGS PLC37,923733.1K $as of Mar 31, 2026
Saber Capital Managment, LLC31,566604.2K $as of Mar 31, 2026
PANAGORA ASSET MANAGEMENT INC28,285541.4K $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/23,771455K $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC23,571451.1K $as of Mar 31, 2026
BARCLAYS PLC23,078441.7K $as of Mar 31, 2026
MORGAN STANLEY21,807417.4K $as of Mar 31, 2026
COURIER CAPITAL LLC20,913400.3K $as of Mar 31, 2026
Empowered Funds, LLC20,571393.7K $as of Mar 31, 2026
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Titelia. "Funds holding BV Financial Inc". https://titelia.com/en/stocks/bv-financial-inc-US05603E2081