Fund shareholders of Capitol Federal Financial Inc
ISIN US14057J1016 · United States
- Fund shareholders
- 251
- Of which ETFs
- 65 186 other funds
- Value held
- 359.8M $
- Share of capital
- 39.3 % of 125.7M shares on Aug 3, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| iShares Morningstar Small-Cap ETF iShares Trust | 5,206 | 40K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,203 | 37.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 4,938 | 35.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 4,852 | 34.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 4,612 | 33.1K $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 4,591 | 35.3K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 4,588 | 35.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 4,464 | 31.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 4,311 | 30.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap 600 Pure Value Fund Rydex Variable Trust | 4,212 | 30K $ | 0.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 4,009 | 28.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 3,910 | 27.9K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 3,700 | 26.4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 3,634 | 27.9K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 3,529 | 25.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 3,412 | 24.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 3,137 | 22.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 3,019 | 21.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 3,007 | 21.4K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 2,865 | 20.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,540 | 18.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 2,335 | 16.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 2,332 | 16.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap 600 Pure Value Fund Rydex Series Funds | 2,238 | 16K $ | 0.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,574 | 12.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 1,390 | 10.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 1,333 | 9.6K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| TETON Westwood Mighty Mites Fund Teton Westwood Funds | 1,200 | 8.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,181 | 9.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 985 | 7.6K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 942 | 7.2K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 860 | 6.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 817 | 6.3K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 761 | 5.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 699 | 5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 685 | 5.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 646 | 5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 628 | 4.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 420 | 3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 412 | 2.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 391 | 2.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 311 | 2.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 278 | 2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 225 | 1.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 218 | 1.6K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 171 | 1.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 126 | 904.7 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 108 | 829.4 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 50 | 356.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 39 | 280 $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 33 | 235.3 $ | 0.01 % | 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 | |
|---|---|---|
| CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust | 3.99 % | as of Apr 30, 2026 ↗ |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 1.11 % | as of Mar 31, 2026 ↗ |
| Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust | 0.96 % | as of Apr 30, 2026 ↗ |
| Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 0.82 % | as of Apr 30, 2026 ↗ |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 0.74 % | as of Feb 28, 2026 ↗ |
| AUER GROWTH Unified Series Trust | 0.50 % | as of Feb 28, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 0.47 % | as of Apr 30, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 0.45 % | as of Mar 31, 2026 ↗ |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 0.44 % | as of Apr 30, 2026 ↗ |
| iShares US Small Cap Value Factor ETF iShares Trust | 0.43 % | 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 | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 251 | +8 | 49,456,140 | +0.5 % |
| 2026Q1 | 243 | +2 | 49,228,595 | -1.9 % |
| 2025Q4 | 241 | +8 | 50,199,752 | -3.1 % |
| 2025Q3 | 233 | -7 | 51,832,167 | -9.0 % |
| 2025Q2 | 240 | +10 | 56,946,700 | +3.7 % |
| 2025Q1 | 230 | -2 | 54,919,027 | -0.7 % |
| 2024Q4 | 232 | -2 | 55,317,284 | -5.7 % |
| 2024Q3 | 234 | +2 | 58,658,849 | -3.3 % |
| 2024Q2 | 232 | +13 | 60,636,953 | -2.1 % |
| 2024Q1 | 219 | -13 | 61,963,487 | -9.5 % |
| 2023Q4 | 232 | 68,436,115 |
Institutional managers
245 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 18,167,603 | 129.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 6,790,130 | 48.4M $ | as of Mar 31, 2026 |
| HoldCo Asset Management, LP | 6,466,059 | 46.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 6,070,315 | 43.3M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 4,168,897 | 29.7M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 3,790,182 | 27M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3,264,146 | 23.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,086,641 | 22M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,986,089 | 14.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,880,109 | 13.4M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 1,876,159 | 13.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,850,322 | 13.2M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1,828,258 | 13M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,753,403 | 12.5M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 1,706,122 | 12.2M $ | as of Mar 31, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | 1,434,888 | 10.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,307,228 | 9.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,159,696 | 8.3M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,151,962 | 8.2M $ | as of Mar 31, 2026 |
| UBS Group AG | 954,157 | 6.8M $ | as of Mar 31, 2026 |
| CSM Advisors, LLC | 809,855 | 5.8K $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 686,350 | 4.9K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 658,889 | 4.7M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 580,851 | 4.1M $ | as of Mar 31, 2026 |
| IEQ CAPITAL, LLC | 571,811 | 4.1M $ | as of Mar 31, 2026 |
Declared shareholders of Capitol Federal Financial Inc
There are 3 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 5.21 % | 6,776,611 | as of Mar 31, 2026 · SCHEDULE 13G |
| Dimensional Fund Advisors LP | 5.20 % | 6,790,130 | as of Mar 31, 2026 · SCHEDULE 13G |
| HoldCo Opportunities Fund V, L.P. and 5 others | 5.10 % | 6,466,059 | as of Apr 28, 2026 · SCHEDULE 13D |
Cite this page
Titelia. "Fund shareholders of Capitol Federal Financial Inc". https://titelia.com/en/stocks/capitol-federal-financial-inc-US14057J1016