Titelia

Fund shareholders of Civista Bancshares Inc

ISIN US1788671071 · United States · LEI 5493001LX61Z2UVYSC48

Fund shareholders
172
Of which ETFs
31 141 other funds
Value held
127.7M $
Share of capital
26.0 % of 20.8M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 612,19514M $0.00 %2.94 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 479,83110.9M $0.02 %2.31 %as of Mar 31, 2026
RMB Mendon Financial Services Fund RMB Investors Trust 282,1906.4M $2.83 %1.36 %as of Mar 31, 2026
Regional Bank Fund John Hancock Investment Trust II 281,2237M $0.80 %1.35 %as of Apr 30, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 232,6145.8M $0.03 %1.12 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 231,1165.3M $0.01 %1.11 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 202,0105M $0.02 %0.97 %as of Apr 30, 2026
Royce Small-Cap Fund ROYCE FUND 199,2974.5M $0.25 %0.96 %as of Mar 31, 2026
iShares Russell 2000 Value ETF iShares Trust 173,2223.9M $0.03 %0.83 %as of Mar 31, 2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 167,7244M $0.02 %0.81 %as of Feb 28, 2026
AB Small Cap Value Portfolio AB CAP FUND, INC. 147,0223.5M $0.61 %0.71 %as of Feb 28, 2026
Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND 116,2482.6M $1.55 %0.56 %as of Mar 31, 2026
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 116,2082.9M $0.00 %0.56 %as of Apr 30, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 110,7772.8M $0.02 %0.53 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 109,2782.6M $0.01 %0.53 %as of Feb 28, 2026
Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III 104,5432.6M $1.34 %0.50 %as of Apr 30, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 97,0102.4M $0.02 %0.47 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 94,2252.2M $0.01 %0.45 %as of Feb 28, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 91,4522.3M $0.01 %0.44 %as of Apr 30, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 78,9352M $0.03 %0.38 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 74,7321.9M $0.01 %0.36 %as of Apr 30, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 70,5001.6M $0.19 %0.34 %as of Mar 31, 2026
Royce Small-Cap Value Fund ROYCE FUND 67,6481.5M $1.55 %0.33 %as of Mar 31, 2026
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 65,9681.5M $0.66 %0.32 %as of Mar 31, 2026
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 57,3001.4M $0.35 %0.28 %as of Apr 30, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 55,9161.4M $0.02 %0.27 %as of Apr 30, 2026
iShares Micro-Cap ETF iShares Trust 51,3271.2M $0.10 %0.25 %as of Mar 31, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 44,9041.1M $0.02 %0.22 %as of Apr 30, 2026
SmallCap Value Fund II Principal Funds, Inc 43,5041.1M $0.09 %0.21 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 40,162956.3K $0.00 %0.19 %as of Feb 28, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 39,406938.3K $0.04 %0.19 %as of Feb 28, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 33,008820.9K $0.00 %0.16 %as of Apr 30, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 32,523741.2K $0.06 %0.16 %as of Mar 31, 2026
Master Small Cap Index Series Quantitative Master Series LLC 32,334736.9K $0.02 %0.16 %as of Mar 31, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 31,928727.6K $0.04 %0.15 %as of Mar 31, 2026
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 30,779701.5K $0.26 %0.15 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 29,842710.5K $0.00 %0.14 %as of Feb 28, 2026
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 27,268621.4K $0.09 %0.13 %as of Mar 31, 2026
Victory Integrity Discovery Fund Victory Portfolios 25,900590.3K $0.86 %0.12 %as of Mar 31, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 25,564635.8K $0.00 %0.12 %as of Apr 30, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 25,168573.6K $0.03 %0.12 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,121599.9K $0.00 %0.12 %as of Apr 30, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 21,963546.2K $0.01 %0.11 %as of Apr 30, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 21,162482.3K $0.01 %0.10 %as of Mar 31, 2026
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 19,400442.1K $0.08 %0.09 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 18,977451.8K $0.05 %0.09 %as of Feb 28, 2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 18,900450K $0.04 %0.09 %as of Feb 28, 2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 16,377373.2K $0.02 %0.08 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 14,031334.1K $0.03 %0.07 %as of Feb 28, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 13,057297.6K $0.01 %0.06 %as of Mar 31, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 12,247304.6K $0.01 %0.06 %as of Apr 30, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 12,086287.8K $0.00 %0.06 %as of Feb 28, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,600264.4K $0.01 %0.06 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 11,154277.4K $0.00 %0.05 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 10,435237.8K $0.00 %0.05 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 10,025228.5K $0.02 %0.05 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 9,755242.6K $0.00 %0.05 %as of Apr 30, 2026
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 9,319212.4K $0.31 %0.04 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,062225.4K $0.00 %0.04 %as of Apr 30, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 8,965204.3K $0.00 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 8,835219.7K $0.02 %0.04 %as of Apr 30, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 8,674197.7K $0.00 %0.04 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 8,477193.2K $0.00 %0.04 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 8,111193.1K $0.02 %0.04 %as of Feb 28, 2026
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,800185.7K $0.10 %0.04 %as of Feb 28, 2026
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 7,760176.9K $0.06 %0.04 %as of Mar 31, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 7,315166.7K $0.23 %0.04 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,241180.1K $0.01 %0.03 %as of Apr 30, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,147177.7K $0.02 %0.03 %as of Apr 30, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,000159.5K $0.01 %0.03 %as of Mar 31, 2026
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 6,600164.1K $0.00 %0.03 %as of Apr 30, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 6,562149.5K $0.02 %0.03 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 6,415146.2K $0.02 %0.03 %as of Mar 31, 2026
SMALL CAP EQUITY FUND GuideStone Funds 6,257142.6K $0.02 %0.03 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 6,101139K $0.00 %0.03 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 6,019149.7K $0.00 %0.03 %as of Apr 30, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 5,849145.5K $0.00 %0.03 %as of Apr 30, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,513125.6K $0.00 %0.03 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,420123.5K $0.02 %0.03 %as of Mar 31, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 5,340121.7K $0.01 %0.03 %as of Mar 31, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 5,330121.5K $0.01 %0.03 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 5,229119.2K $0.01 %0.03 %as of Mar 31, 2026
PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 5,000119.1K $0.05 %0.02 %as of Feb 27, 2026
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 4,968113.2K $0.47 %0.02 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 4,821119.9K $0.00 %0.02 %as of Apr 30, 2026
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 4,615105.2K $0.02 %0.02 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 4,388104.5K $0.04 %0.02 %as of Feb 28, 2026
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 4,30598.1K $0.05 %0.02 %as of Mar 31, 2026
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,17295.1K $0.00 %0.02 %as of Mar 31, 2026
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 4,02391.7K $0.03 %0.02 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 3,88188.4K $0.02 %0.02 %as of Mar 31, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,86896.2K $0.02 %0.02 %as of Apr 30, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,71284.6K $0.01 %0.02 %as of Mar 31, 2026
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 3,63782.9K $0.06 %0.02 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,59982K $0.01 %0.02 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 3,55481K $0.05 %0.02 %as of Mar 31, 2026
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 3,50887.2K $0.11 %0.02 %as of Apr 30, 2026
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,46078.9K $0.00 %0.02 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,40081K $0.01 %0.02 %as of Feb 28, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,14078.1K $0.02 %0.02 %as of Apr 30, 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
RMB Mendon Financial Services Fund RMB Investors Trust 2.83 %as of Mar 31, 2026
Royce Small-Cap Value Fund ROYCE FUND 1.55 %as of Mar 31, 2026
Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND 1.55 %as of Mar 31, 2026
Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III 1.34 %as of Apr 30, 2026
Victory Integrity Discovery Fund Victory Portfolios 0.86 %as of Mar 31, 2026
Regional Bank Fund John Hancock Investment Trust II 0.80 %as of Apr 30, 2026
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 0.66 %as of Mar 31, 2026
AB Small Cap Value Portfolio AB CAP FUND, INC. 0.61 %as of Feb 28, 2026
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 0.47 %as of Mar 31, 2026
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 0.35 %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
2026Q2172+65,405,235+8.4 %
2026Q1166-34,985,349+9.8 %
2025Q4169+124,541,524+12.4 %
2025Q3157+64,040,138+2.1 %
2025Q2151+23,957,062+0.8 %
2025Q1149+23,926,610+5.2 %
2024Q4147+63,733,212+1.8 %
2024Q3141-33,667,439-0.9 %
2024Q2144+43,701,187+0.3 %
2024Q1140-23,691,006+1.5 %
2023Q41423,635,776

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.1,487,60033.9M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,337,58830.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP950,33021.7M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.945,71521M $as of Mar 31, 2026
ENDEAVOUR CAPITAL ADVISORS INC620,87514.1M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE574,79713.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC487,75211.1M $as of Mar 31, 2026
STATE STREET CORP400,0089.1M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP393,3609M $as of Mar 31, 2026
UBS Group AG336,1947.7M $as of Mar 31, 2026
MENDON CAPITAL ADVISORS CORP311,7257.1M $as of Mar 31, 2026
Curi Capital, LLC283,2806.5M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC272,7086.2M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC219,0725M $as of Mar 31, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC.162,1283.7M $as of Mar 31, 2026
NORTHERN TRUST CORP160,3013.7M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC156,3563.6M $as of Mar 31, 2026
Summit Financial Strategies, Inc.142,6143.3M $as of Mar 31, 2026
RITHOLTZ WEALTH MANAGEMENT136,4563.1M $as of Mar 31, 2026
Hillsdale Investment Management Inc.130,0113M $as of Mar 31, 2026
LSV ASSET MANAGEMENT128,2002.9K $as of Mar 31, 2026
Stieven Capital Advisors, L.P.126,6532.9M $as of Mar 31, 2026
MORGAN STANLEY124,6852.8M $as of Mar 31, 2026
Knights of Columbus Asset Advisors LLC115,7272.6M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC115,1822.6M $as of Mar 31, 2026

Declared shareholders of Civista Bancshares Inc

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.

ShareholderDeclared stakeShares
Wellington Management Group LLP and 3 others6.50 %1,337,588as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Civista Bancshares Inc". https://titelia.com/en/stocks/civista-bancshares-inc-US1788671071