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 | |
|---|---|---|---|---|
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,948 | 228.5K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 2,881 | 223.3K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 2,806 | 217.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 2,672 | 207.1K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,627 | 107.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,382 | 169.6K $ | 0.06 % | as of May 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 2,350 | 96.3K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 2,242 | 159.6K $ | 0.48 % | as of May 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 2,220 | 172.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,179 | 89.3K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,082 | 161.4K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 2,021 | 156.6K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,020 | 156.6K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,997 | 81.9K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,994 | 81.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,900 | 135.2K $ | 0.01 % | as of May 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,806 | 140K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 1,762 | 136.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,694 | 131.3K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,544 | 63.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,491 | 61.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,460 | 59.8K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 1,449 | 112.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 1,375 | 56.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,336 | 54.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 1,305 | 92.9K $ | 0.02 % | as of May 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,233 | 95.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 1,219 | 94.5K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,202 | 93.2K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,187 | 48.7K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 1,147 | 88.9K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,123 | 87K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Victory Cornerstone Aggressive Fund Victory Portfolios III | 1,088 | 77.4K $ | 0.02 % | as of May 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,084 | 84K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 1,068 | 82.8K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,056 | 81.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,008 | 71.7K $ | 0.00 % | as of May 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 985 | 76.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 957 | 68.1K $ | 0.05 % | as of May 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 922 | 71.5K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 818 | 58.2K $ | 0.01 % | as of May 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 777 | 31.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 775 | 60.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 716 | 29.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 714 | 29.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| American Century Small Cap Growth Insights ETF American Century ETF Trust | 696 | 49.5K $ | 0.29 % | as of May 31, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 638 | 49.5K $ | 0.19 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 608 | 43.3K $ | 0.02 % | as of May 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 576 | 44.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 554 | 22.7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 537 | 41.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 507 | 36.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 489 | 37.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 484 | 19.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 483 | 34.4K $ | 0.01 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 475 | 33.8K $ | 0.01 % | as of May 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 449 | 34.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 415 | 32.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 361 | 28K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 334 | 25.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 313 | 24.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 311 | 12.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 303 | 21.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 241 | 18.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 197 | 8.1K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 172 | 7.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 170 | 7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 146 | 11.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 105 | 4.3K $ | as of Jul 31, 2026 ↗ | |
| Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 103 | 4.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II | 94 | 7.3K $ | 1.04 % | as of Jun 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 80 | 6.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 73 | 3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 71 | 5.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 64 | 5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 61 | 2.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 54 | 4.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares MSCI USA Small-Cap Quality Factor ETF iShares Trust | 49 | 3.5K $ | 0.05 % | as of May 31, 2026 ↗ |
| Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 47 | 1.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 36 | 2.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 33 | 2.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 20 | 1.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 12 | 854.2 $ | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 11 | 450.9 $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 4 | 310 $ | 0.01 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 4 | 284.7 $ | 0.02 % | as of May 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 3 | 213.5 $ | as of May 31, 2026 ↗ | |
| ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. | 442.9K € | 0.47 % | as of Dec 31, 2025 ↗ |
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