Funds holding Columbia Financial Inc
151 funds declare a position · 39 ETFs and 112 other funds · 121.5M $ · US1976411033
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 860,139 | 15.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 657,622 | 11.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 596,744 | 10.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 4 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 406,698 | 7.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 5 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 331,502 | 5.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 311,014 | 5.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 7 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 304,330 | 5.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 8 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 262,282 | 5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 9 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 224,390 | 4.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 10 | iShares Russell 2000 Value ETF iShares Trust | 219,699 | 3.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 11 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 170,380 | 3.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 12 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 151,526 | 2.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 13 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 147,501 | 2.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 14 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 140,388 | 2.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 15 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 135,078 | 2.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 16 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 130,407 | 2.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 17 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 118,811 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 18 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 109,358 | 2.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 19 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 71,583 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 20 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 68,335 | 1.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 21 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 61,436 | 1.1M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 22 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 60,456 | 1.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 23 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 54,222 | 970.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 24 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 48,769 | 937.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 25 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 48,394 | 866.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 26 | GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 48,015 | 923.3K $ | 1.14 % | as of Apr 30, 2026 · Original filing |
| 27 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 41,745 | 731K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 28 | Master Small Cap Index Series Quantitative Master Series LLC | 41,693 | 730K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 29 | First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 39,542 | 760.4K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 30 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 38,482 | 688.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 31 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 36,778 | 644K $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 32 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 30,533 | 534.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 33 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 28,989 | 557.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 34 | Nuveen Equity Index Fund TIAA-CREF Funds | 28,310 | 544.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 35 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 27,923 | 488.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 36 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 25,991 | 499.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 37 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 20,866 | 401.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 38 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 20,032 | 385.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 39 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 18,973 | 339.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 40 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 18,900 | 330.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 41 | EQ/Small Company Index Portfolio EQ Advisors Trust | 18,100 | 316.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 42 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 18,040 | 322.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 43 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 17,311 | 303.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 44 | iShares Russell 2000 Growth ETF iShares Trust | 16,781 | 293.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 45 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 16,517 | 289.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 46 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 16,116 | 309.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 47 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 15,579 | 272.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 48 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 15,171 | 291.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 49 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 14,396 | 276.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 50 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,617 | 261.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 51 | Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 12,940 | 248.8K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 52 | AST Small-Cap Equity Portfolio Advanced Series Trust | 12,041 | 210.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 53 | Small Cap Index Fund Northern Funds | 11,901 | 208.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 54 | Global X Russell 2000 ETF GLOBAL X FUNDS | 11,788 | 226.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 55 | Small Cap Index Fund VALIC Co I | 10,988 | 196.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 56 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 10,798 | 207.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 57 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 10,694 | 187.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 58 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 10,512 | 202.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 59 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 10,200 | 178.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 60 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 10,070 | 176.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 61 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 9,642 | 168.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 62 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 9,557 | 183.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 63 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 8,867 | 155.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 64 | iShares Russell 3000 ETF iShares Trust | 8,703 | 152.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 65 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 7,424 | 142.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 66 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 7,379 | 141.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 67 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 7,024 | 123K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 68 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 6,836 | 119.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 69 | Avantis U.S. Equity ETF American Century ETF Trust | 6,679 | 119.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 70 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,639 | 127.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 71 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,136 | 107.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 72 | iShares MSCI World Small-Cap ETF iShares Trust | 6,125 | 109.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 73 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 6,000 | 105.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 74 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,791 | 101.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 75 | Eventide Small Cap ETF Strategy Shares | 5,695 | 109.5K $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 76 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 5,566 | 97.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 77 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 5,521 | 96.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 78 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 5,465 | 105.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 79 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,376 | 103.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 80 | Small Cap Index Trust John Hancock Variable Insurance Trust | 5,270 | 92.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 81 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 5,089 | 89.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 82 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 5,037 | 88.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 83 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 4,298 | 75.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 84 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 4,215 | 81.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 85 | iShares Morningstar Small-Cap Value ETF iShares Trust | 4,153 | 79.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 86 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 4,145 | 72.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 87 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 4,092 | 73.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 88 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 4,029 | 77.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 89 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,785 | 66.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 90 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 3,751 | 65.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 91 | Adasina Social Justice All Cap Global ETF Tidal Trust I | 3,731 | 66.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 92 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,600 | 64.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 93 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,349 | 58.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 94 | Small Cap Core Fund Northern Funds | 3,286 | 57.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 95 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 3,235 | 56.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 96 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 3,080 | 59.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 97 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 3,074 | 55K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 98 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 3,070 | 59K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 99 | Victory Extended Market Index Fund Victory Portfolios III | 2,996 | 57.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 100 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 2,944 | 56.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
Institutional managers
118 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 2,309,717 | 40.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,040,794 | 35.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 918,325 | 16.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 756,945 | 13.3M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 676,066 | 11.8M $ | as of Mar 31, 2026 |
| Ursa Fund Management, LLC | 500,000 | 8.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 354,266 | 6.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 242,694 | 4.2M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 229,013 | 4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 222,000 | 3.9M $ | as of Mar 31, 2026 |
| Creative Planning | 177,855 | 3.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 170,601 | 3M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 143,694 | 2.5M $ | as of Mar 31, 2026 |
| TUDOR INVESTMENT CORP ET AL | 111,166 | 1.9M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 107,157 | 1.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 104,061 | 1.8M $ | as of Mar 31, 2026 |
| CITIGROUP INC | 103,366 | 1.8M $ | as of Mar 31, 2026 |
| MANGROVE PARTNERS IM, LLC | 100,911 | 1.8M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 88,200 | 1.5M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 77,566 | 1.4M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 76,433 | 1.3M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 75,228 | 1.3M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 66,923 | 1.2M $ | as of Mar 31, 2026 |
| Swiss National Bank | 60,888 | 1.1M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 58,927 | 1M $ | as of Mar 31, 2026 |