Titelia

Funds holding Coastal Financial Corp/WA

192 funds declare a position · 41 ETFs and 151 other funds · 388.1M $ · US19046P2092

Each line carries its report date.

RankFundSharesValueWeight
1T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 692,81652.7M $0.57 %as of Mar 31, 2026 · Original filing
2VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 403,10730.7M $0.00 %as of Mar 31, 2026 · Original filing
3iShares Russell 2000 ETF iShares Trust 314,00223.9M $0.03 %as of Mar 31, 2026 · Original filing
4 Small Cap Growth Fund American Century Mutual Funds, Inc. 300,04022.7M $0.45 %as of Apr 30, 2026 · Original filing
5VIP Mid Cap Portfolio Variable Insurance Products Fund III 286,30021.8M $0.27 %as of Mar 31, 2026 · Original filing
6State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 248,29318.9M $0.51 %as of Mar 31, 2026 · Original filing
7Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II 170,52313M $0.67 %as of Mar 31, 2026 · Original filing
8Regional Bank Fund John Hancock Investment Trust II 155,62211.8M $1.35 %as of Apr 30, 2026 · Original filing
9VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 145,79511.1M $0.01 %as of Mar 31, 2026 · Original filing
10Fidelity Small Cap Index Fund Fidelity Salem Street Trust 127,2089.6M $0.03 %as of Apr 30, 2026 · Original filing
11iShares Russell 2000 Growth ETF iShares Trust 104,6788M $0.07 %as of Mar 31, 2026 · Original filing
12Emerald Growth Fund FINANCIAL INVESTORS TRUST 81,2186.1M $0.44 %as of Apr 30, 2026 · Original filing
13Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS 69,8005.3M $4.64 %as of Mar 31, 2026 · Original filing
14WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 67,9385.1M $0.57 %as of Apr 30, 2026 · Original filing
15Fidelity Extended Market Index Fund Fidelity Concord Street Trust 67,7305M $0.01 %as of Feb 28, 2026 · Original filing
16American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 66,2405M $0.13 %as of Apr 30, 2026 · Original filing
17U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 65,1234.9M $0.03 %as of Apr 30, 2026 · Original filing
18VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 63,9244.7M $0.03 %as of Feb 28, 2026 · Original filing
19Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 63,2014.7M $0.02 %as of Feb 28, 2026 · Original filing
20Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 59,6004.5M $0.27 %as of Mar 31, 2026 · Original filing
21Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST 58,3734.4M $0.86 %as of Apr 30, 2026 · Original filing
22SmallCap Growth Fund I Principal Funds, Inc 55,6454.2M $0.18 %as of Apr 30, 2026 · Original filing
23U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 52,9154M $0.05 %as of Apr 30, 2026 · Original filing
241919 Financial Services Fund Advisor Managed Portfolios 52,4004M $4.20 %as of Mar 31, 2026 · Original filing
25RMB Mendon Financial Services Fund RMB Investors Trust 50,0003.8M $1.67 %as of Mar 31, 2026 · Original filing
26Dimensional U.S. Small Cap ETF Dimensional ETF Trust 49,8363.8M $0.03 %as of Apr 30, 2026 · Original filing
27T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 46,9013.6M $0.03 %as of Mar 31, 2026 · Original filing
28Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 45,6843.5M $0.60 %as of Mar 31, 2026 · Original filing
29Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 45,0243.4M $0.45 %as of Mar 31, 2026 · Original filing
30Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 33,8262.6M $0.01 %as of Apr 30, 2026 · Original filing
31iShares Micro-Cap ETF iShares Trust 32,5222.5M $0.20 %as of Mar 31, 2026 · Original filing
32U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 32,2682.4M $0.01 %as of Apr 30, 2026 · Original filing
33Small Cap Growth Fund VALIC Co I 32,5102.4M $0.44 %as of Feb 28, 2026 · Original filing
34Putnam Small Cap Value Fund Putnam Investment Funds 32,5022.4M $0.85 %as of Feb 28, 2026 · Original filing
35Avantis U.S. Small Cap Equity ETF American Century ETF Trust 30,1322.2M $0.09 %as of Feb 28, 2026 · Original filing
36Financial Industries Fund John Hancock Investment Trust II 28,8752.2M $0.81 %as of Apr 30, 2026 · Original filing
37Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 28,2162.1M $0.03 %as of Apr 30, 2026 · Original filing
38Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II 27,5032.1M $0.66 %as of Mar 31, 2026 · Original filing
39Victory Small Cap Stock Fund Victory Portfolios III 26,8712M $0.23 %as of Apr 30, 2026 · Original filing
40Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 26,0801.9M $0.50 %as of Feb 28, 2026 · Original filing
41Fidelity Total Market Index Fund Fidelity Concord Street Trust 24,6231.8M $0.00 %as of Feb 28, 2026 · Original filing
42Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 23,9881.8M $0.80 %as of Mar 31, 2026 · Original filing
43VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 22,7341.7M $0.01 %as of Feb 28, 2026 · Original filing
44Master Small Cap Index Series Quantitative Master Series LLC 21,0831.6M $0.03 %as of Mar 31, 2026 · Original filing
45Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 21,2031.6M $0.32 %as of Apr 30, 2026 · Original filing
46Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 20,5891.6M $3.52 %as of Apr 30, 2026 · Original filing
47U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 20,3991.5M $0.00 %as of Apr 30, 2026 · Original filing
48iShares Core S&P Total U.S. Stock Market ETF iShares Trust 19,7741.5M $0.00 %as of Mar 31, 2026 · Original filing
49SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust 19,6731.5M $0.51 %as of Mar 31, 2026 · Original filing
50U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 19,2701.5M $0.08 %as of Apr 30, 2026 · Original filing
51Timothy Plan Small Cap Value Fund TIMOTHY PLAN 18,9531.4M $0.87 %as of Mar 31, 2026 · Original filing
52U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 19,0531.4M $0.15 %as of Apr 30, 2026 · Original filing
53Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 19,4101.4M $0.00 %as of Feb 28, 2026 · Original filing
54JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 18,8061.4M $0.07 %as of Mar 31, 2026 · Original filing
55Royce Micro-Cap Fund ROYCE FUND 16,0781.2M $0.38 %as of Mar 31, 2026 · Original filing
56Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 15,8661.2M $0.03 %as of Apr 30, 2026 · Original filing
57Nuveen Equity Index Fund TIAA-CREF Funds 14,9581.1M $0.00 %as of Apr 30, 2026 · Original filing
58VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 14,9001.1M $0.08 %as of Feb 28, 2026 · Original filing
59EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 13,8861.1M $0.03 %as of Mar 31, 2026 · Original filing
60Financial Industries Trust John Hancock Variable Insurance Trust 13,2451M $0.83 %as of Mar 31, 2026 · Original filing
61Putnam VT Small Cap Value Fund Putnam Variable Trust 13,070994.6K $0.94 %as of Mar 31, 2026 · Original filing
62NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 12,613959.8K $0.26 %as of Mar 31, 2026 · Original filing
63Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 11,673888.3K $0.27 %as of Mar 31, 2026 · Original filing
64VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 11,819876.9K $0.06 %as of Feb 28, 2026 · Original filing
65Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 11,165849.7K $0.01 %as of Mar 31, 2026 · Original filing
66Acuitas Small Cap Active ETF Series Portfolios Trust 10,987836.1K $1.14 %as of Mar 31, 2026 · Original filing
67Small-Cap Value Fund Bridgeway Funds, Inc. 10,461796.1K $0.26 %as of Mar 31, 2026 · Original filing
68Small Company Value Trust John Hancock Variable Insurance Trust 10,400791.4K $0.61 %as of Mar 31, 2026 · Original filing
69iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 10,091748.7K $0.03 %as of Feb 28, 2026 · Original filing
70Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 9,808746.4K $0.07 %as of Mar 31, 2026 · Original filing
71Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 9,537721.2K $0.10 %as of Apr 30, 2026 · Original filing
72LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,900677.3K $0.03 %as of Mar 31, 2026 · Original filing
73Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 8,813666.4K $0.00 %as of Apr 30, 2026 · Original filing
74Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 8,832655.2K $0.00 %as of Feb 28, 2026 · Original filing
75Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 8,645641.4K $0.00 %as of Feb 28, 2026 · Original filing
76Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 8,274625.7K $0.02 %as of Apr 30, 2026 · Original filing
77Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 7,632580.8K $0.17 %as of Mar 31, 2026 · Original filing
78VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 7,483569.5K $0.00 %as of Mar 31, 2026 · Original filing
79EQ/Small Company Index Portfolio EQ Advisors Trust 6,880523.6K $0.03 %as of Mar 31, 2026 · Original filing
80Transamerica Small Cap Growth TRANSAMERICA FUNDS 6,600499.1K $0.63 %as of Apr 30, 2026 · Original filing
81Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 6,506492K $0.00 %as of Apr 30, 2026 · Original filing
82Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 6,337470.1K $0.01 %as of Feb 28, 2026 · Original filing
83Small Cap Index Fund Northern Funds 5,819442.8K $0.03 %as of Mar 31, 2026 · Original filing
84VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 5,753437.8K $0.00 %as of Mar 31, 2026 · Original filing
85Global X Russell 2000 ETF GLOBAL X FUNDS 5,608424.1K $0.03 %as of Apr 30, 2026 · Original filing
86Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 5,531410.3K $0.05 %as of Feb 28, 2026 · Original filing
87First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 5,362408K $0.56 %as of Mar 31, 2026 · Original filing
88Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 5,115389.3K $0.38 %as of Mar 31, 2026 · Original filing
89LKCM Small-Mid Cap Equity Fund LKCM Funds 5,004380.8K $0.91 %as of Mar 31, 2026 · Original filing
90Small Cap Index Fund VALIC Co I 5,082377K $0.03 %as of Feb 28, 2026 · Original filing
91U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 4,637352.9K $0.17 %as of Mar 31, 2026 · Original filing
92Dimensional U.S. Equity Market ETF Dimensional ETF Trust 4,595347.5K $0.00 %as of Apr 30, 2026 · Original filing
93Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 4,567345.4K $0.01 %as of Apr 30, 2026 · Original filing
94Column Small Cap Fund Trust for Professional Managers 4,615342.4K $0.07 %as of Feb 28, 2026 · Original filing
95Adara Smaller Companies Fund RBB Fund, Inc. 4,533336.3K $0.04 %as of Feb 28, 2026 · Original filing
96STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,413335.8K $0.01 %as of Mar 31, 2026 · Original filing
97College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 4,390334.1K $0.00 %as of Mar 31, 2026 · Original filing
98AQR Small Cap Momentum Style Fund AQR Funds 4,390334.1K $0.20 %as of Mar 31, 2026 · Original filing
99EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 4,290326.5K $0.02 %as of Mar 31, 2026 · Original filing
100MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 4,245323K $0.03 %as of Mar 31, 2026 · Original filing