Fund shareholders of Coastal Financial Corp/WA
ISIN US19046P2092 · United States · LEI 549300XG5L36T6IU0B47
- Fund shareholders
- 188
- Of which ETFs
- 40 148 other funds
- Value held
- ≈ 330.6M $ 330.1M $ · 442.9K €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 728,586 | 56.5M $ | 0.53 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 410,107 | 31.8M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 345,562 | 26.8M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 286,300 | 22.2M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 253,505 | 19.6M $ | 0.41 % | as of Jun 30, 2026 ↗ |
| Regional Bank Fund John Hancock Investment Trust II | 155,622 | 6.4M $ | 0.66 % | as of Jul 31, 2026 ↗ |
| Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II | 153,909 | 11.9M $ | 0.53 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 150,119 | 11.6M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 144,370 | 5.9M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 122,339 | 9.5M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Small Cap Growth Fund American Century Mutual Funds, Inc. | 109,209 | 4.5M $ | 0.08 % | as of Jul 31, 2026 ↗ |
| Emerald Growth Fund RBB Fund, Inc. | 81,218 | 3.3M $ | 0.22 % | as of Jul 31, 2026 ↗ |
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 79,100 | 6.1M $ | 4.69 % | as of Jun 30, 2026 ↗ |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 70,800 | 5.5M $ | 0.24 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 67,682 | 4.8M $ | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 66,318 | 4.7M $ | 0.03 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 65,123 | 2.7M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 62,329 | 4.4M $ | 0.02 % | as of May 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 56,001 | 2.3M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 53,208 | 2.2M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| RMB Mendon Financial Services Fund RMB Investors Trust | 50,000 | 3.9M $ | 1.50 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 49,636 | 2M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 46,880 | 3.6M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| 1919 Financial Services Fund Advisor Managed Portfolios | 45,900 | 3.6M $ | 3.70 % | as of Jun 30, 2026 ↗ |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 45,065 | 3.5M $ | 0.53 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 44,363 | 3.4M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 43,361 | 3.4M $ | 0.36 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 35,526 | 1.5M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Putnam Small Cap Value Fund Putnam Investment Funds | 32,502 | 2.3M $ | 0.78 % | as of May 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 32,057 | 1.3M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Small Cap Growth Fund VALIC Co I | 30,595 | 2.2M $ | 0.40 % | as of May 31, 2026 ↗ |
| Financial Industries Fund John Hancock Investment Trust II | 28,875 | 1.2M $ | 0.42 % | as of Jul 31, 2026 ↗ |
| Victory Small Cap Stock Fund Victory Portfolios III | 26,871 | 1.1M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 25,955 | 1.8M $ | 0.07 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,797 | 1M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 24,758 | 1.9M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 24,623 | 1.8M $ | 0.00 % | as of May 31, 2026 ↗ |
| Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | 24,400 | 1.9M $ | 0.53 % | as of Jun 30, 2026 ↗ |
| Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 23,850 | 977.6K $ | 0.19 % | as of Jul 31, 2026 ↗ |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 22,124 | 1.7M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 22,039 | 1.6M $ | 0.01 % | as of May 31, 2026 ↗ |
| Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | 22,016 | 1.7M $ | 0.66 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 21,642 | 887.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST | 20,589 | 843.9K $ | 1.74 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 20,399 | 836.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 20,318 | 1.6M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 19,792 | 1.4M $ | 0.00 % | as of May 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 19,053 | 781K $ | 0.08 % | as of Jul 31, 2026 ↗ |
| SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | 18,582 | 1.4M $ | 0.42 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 17,453 | 715.4K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Royce Micro-Cap Fund ROYCE FUND | 16,361 | 1.3M $ | 0.30 % | as of Jun 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 16,031 | 657.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 15,293 | 626.9K $ | 0.15 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 14,958 | 613.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 14,528 | 1.1M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Financial Industries Trust John Hancock Variable Insurance Trust | 13,245 | 1M $ | 0.80 % | as of Jun 30, 2026 ↗ |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 13,131 | 934.7K $ | 0.04 % | as of May 31, 2026 ↗ |
| Putnam VT Small Cap Value Fund Putnam Variable Trust | 12,570 | 974.3K $ | 0.80 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 12,409 | 961.8K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 12,140 | 864.1K $ | 0.05 % | as of May 31, 2026 ↗ |
| NYLIM VP Small Cap Growth Portfolio NYLIM VP FUNDS TRUST | 12,087 | 936.9K $ | 0.22 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 11,165 | 865.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 10,987 | 851.6K $ | 0.93 % | as of Jun 30, 2026 ↗ |
| Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 10,691 | 828.7K $ | 0.22 % | as of Jun 30, 2026 ↗ |
| Small Company Value Trust John Hancock Variable Insurance Trust | 9,983 | 773.8K $ | 0.52 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 9,816 | 698.7K $ | 0.00 % | as of May 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 9,541 | 391.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 9,537 | 390.9K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,400 | 728.6K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 8,813 | 361.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 8,184 | 335.5K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 7,632 | 591.6K $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 7,345 | 522.8K $ | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 7,072 | 289.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 6,975 | 540.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 6,880 | 533.3K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 6,720 | 520.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,433 | 498.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 6,334 | 259.6K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 5,397 | 418.3K $ | 0.30 % | as of Jun 30, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 5,375 | 416.6K $ | 0.48 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 5,006 | 356.3K $ | 0.03 % | as of May 31, 2026 ↗ |
| LKCM Small-Mid Cap Equity Fund LKCM Funds | 5,004 | 387.9K $ | 0.84 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,906 | 201.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 4,637 | 359.4K $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 4,615 | 328.5K $ | 0.06 % | as of May 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,613 | 357.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 4,595 | 188.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 4,390 | 340.3K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 4,331 | 308.3K $ | 0.03 % | as of May 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 4,290 | 332.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 4,245 | 329K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 4,113 | 318.8K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,989 | 163.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,869 | 299.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 3,603 | 279.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,570 | 146.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 3,473 | 142.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,973 | 230.4K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,967 | 230K $ | 0.03 % | as of Jun 30, 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 | |
|---|---|---|
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 4.69 % | as of Jun 30, 2026 ↗ |
| 1919 Financial Services Fund Advisor Managed Portfolios | 3.70 % | as of Jun 30, 2026 ↗ |
| Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST | 1.74 % | as of Jul 31, 2026 ↗ |
| RMB Mendon Financial Services Fund RMB Investors Trust | 1.50 % | as of Jun 30, 2026 ↗ |
| Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II | 1.04 % | as of Jun 30, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 0.93 % | as of Jun 30, 2026 ↗ |
| LKCM Small-Mid Cap Equity Fund LKCM Funds | 0.84 % | as of Jun 30, 2026 ↗ |
| Financial Industries Trust John Hancock Variable Insurance Trust | 0.80 % | as of Jun 30, 2026 ↗ |
| Putnam VT Small Cap Value Fund Putnam Variable Trust | 0.80 % | as of Jun 30, 2026 ↗ |
| Putnam Small Cap Value Fund Putnam Investment Funds | 0.78 % | as of May 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 |
|---|---|---|---|---|
| 2026Q3 | 187 | -5 | 4,823,655 | -5.8 % |
| 2026Q2 | 192 | -19 | 5,121,613 | -3.2 % |
| 2026Q1 | 211 | +4 | 5,288,250 | +2.2 % |
| 2025Q4 | 207 | +12 | 5,173,116 | +9.2 % |
| 2025Q3 | 195 | -9 | 4,737,356 | +0.4 % |
| 2025Q2 | 204 | +16 | 4,720,370 | +18.5 % |
| 2025Q1 | 188 | +15 | 3,982,255 | +20.0 % |
| 2024Q4 | 173 | +13 | 3,318,958 | +4.5 % |
| 2024Q3 | 160 | 0 | 3,175,740 | -1.3 % |
| 2024Q2 | 160 | -2 | 3,219,038 | -4.8 % |
| 2024Q1 | 162 | -1 | 3,382,261 | +5.2 % |
| 2023Q4 | 163 | 3,216,286 |
Institutional managers
172 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,275,034 | 97K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 973,859 | 74.1M $ | as of Mar 31, 2026 |
| Azora Capital LP | 658,617 | 50.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 554,958 | 42.2M $ | as of Mar 31, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 450,134 | 34.3K $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 447,432 | 34M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 418,674 | 31.9M $ | as of Mar 31, 2026 |
| FMR LLC | 370,756 | 28.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 359,571 | 27.4M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 337,819 | 25.7M $ | as of Mar 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | 331,360 | 25.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 319,525 | 24.3M $ | as of Mar 31, 2026 |
| LOOMIS SAYLES & CO L P | 304,788 | 23.2M $ | as of Mar 31, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | 273,602 | 20.8M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 268,689 | 20.4M $ | as of Mar 31, 2026 |
| EMERALD ADVISERS, LLC | 221,182 | 16.8M $ | as of Mar 31, 2026 |
| GW&K Investment Management, LLC | 181,988 | 13.8K $ | as of Mar 31, 2026 |
| UBS Group AG | 159,712 | 12.2M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 158,763 | 12.1M $ | as of Mar 31, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 156,664 | 11.9M $ | as of Mar 31, 2026 |
| Ranger Investment Management, L.P. | 151,099 | 11.5M $ | as of Mar 31, 2026 |
| JCSD Capital, LLC | 140,140 | 10.7M $ | as of Mar 31, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 139,607 | 10.6M $ | as of Mar 31, 2026 |
| Advisors Capital Management, LLC | 130,004 | 9.9M $ | as of Mar 31, 2026 |
| Brevan Howard Capital Management LP | 130,000 | 9.9M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Coastal Financial Corp/WA". https://titelia.com/en/stocks/coastal-financial-corp-wa-US19046P2092