Titelia

Funds holding Columbia Financial Inc

ISIN US1976411033 · United States · LEI 254900B9UDXFOJAZKN61

Fund holders
103
Of which ETFs
22 81 other funds
Value held
99.1M $
Share of capital
1.7 % of 269.5M shares on Aug 5, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 824,08917.5M $0.00 %0.31 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 709,69815.1M $0.02 %0.26 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 595,96712.6M $0.01 %0.22 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 427,9099.1M $0.19 %0.16 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 342,1757.3M $0.02 %0.13 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 308,8276.6M $0.01 %0.11 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 249,5555.3M $0.04 %0.09 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 139,5432.8M $0.02 %0.05 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 138,8232.8M $0.01 %0.05 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 128,4452.6M $0.01 %0.05 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 68,3351.4M $0.00 %0.03 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 55,9741.1M $0.04 %0.02 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 48,394974.2K $0.00 %0.02 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 47,6081M $0.02 %0.02 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 42,833908.9K $0.00 %0.02 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 42,570856.9K $0.01 %0.02 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 40,465814.6K $0.00 %0.02 %as of May 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 36,676778.3K $0.89 %0.01 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 33,855718.4K $0.03 %0.01 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 31,334664.9K $0.02 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 20,168406K $0.03 %0.01 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,200386.2K $0.02 %0.01 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 18,100384.1K $0.02 %0.01 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 18,040363.1K $0.00 %0.01 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 17,311367.3K $0.04 %0.01 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 16,957359.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 16,137342.4K $0.05 %0.01 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 14,166300.6K $0.00 %0.01 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 13,679290.3K $0.02 %0.01 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 11,366241.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 10,988221.2K $0.02 %0.00 %as of May 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 10,770228.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 10,694226.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 9,400199.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 9,118193.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 8,867188.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 8,640183.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 7,932168.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 7,250153.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 6,916146.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 6,680141.7K $0.04 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 6,679134.4K $0.00 %0.00 %as of May 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 6,531131.5K $0.12 %0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,136130.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 6,065128.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 6,000127.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 5,979126.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 5,976120.3K $0.00 %0.00 %as of May 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 5,566118.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,731100.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 4,29891.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 4,29186.4K $0.03 %0.00 %as of May 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,18688.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 4,11587.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,05886.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,94783.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,60072.5K $0.01 %0.00 %as of May 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,20668K $0.02 %0.00 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 3,13666.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 3,07461.9K $0.05 %0.00 %as of May 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 2,52153.5K $0.04 %0.00 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,46849.7K $0.00 %0.00 %as of May 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,35247.3K $0.02 %0.00 %as of May 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,27348.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,23047.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,20846.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,07444K $0.02 %0.00 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,05243.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,90240.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 1,89738.2K $0.01 %0.00 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,76735.6K $0.00 %0.00 %as of May 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,73836.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 1,50431.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1,40929.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,29427.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,28125.8K $0.01 %0.00 %as of May 31, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 1,18425.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,01620.5K $0.01 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,00120.2K $0.01 %0.00 %as of May 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 96519.4K $0.00 %0.00 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 91619.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 83616.8K $0.00 %0.00 %as of May 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 80017K $0.02 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 66414.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 64613.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 62912.7K $0.00 %0.00 %as of May 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 60012.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 59912.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 4839.7K $0.00 %0.00 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 4168.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 3317K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 3056.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2665.4K $0.00 %0.00 %as of May 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 1433K $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 1092.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 952K $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 711.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 661.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 39827.6 $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 25503.3 $0.00 %0.00 %as of May 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.89 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 0.19 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 0.12 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 0.05 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 0.05 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 0.04 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 0.04 %as of May 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 0.04 %as of Jun 30, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 0.04 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 0.04 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q3103-484,709,231-29.6 %
2026Q2151+16,691,923+0.4 %
2026Q1150-26,666,900-0.9 %
2025Q4152+16,725,452-3.4 %
2025Q3151-46,962,034-7.3 %
2025Q2155+127,508,912-1.6 %
2025Q114307,632,942+0.1 %
2024Q4143+27,627,023-0.0 %
2024Q3141-47,627,414-1.7 %
2024Q2145+57,762,317-1.1 %
2024Q1140-37,848,493+0.7 %
2023Q41437,796,142

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.2,309,71740.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,040,79435.7M $as of Mar 31, 2026
STATE STREET CORP918,32516.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC756,94513.3M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC676,06611.8M $as of Mar 31, 2026
Ursa Fund Management, LLC500,0008.8M $as of Mar 31, 2026
MORGAN STANLEY354,2666.2M $as of Mar 31, 2026
NORTHERN TRUST CORP242,6944.2M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.229,0134M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC222,0003.9M $as of Mar 31, 2026
Creative Planning177,8553.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC170,6013M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP143,6942.5M $as of Mar 31, 2026
TUDOR INVESTMENT CORP ET AL111,1661.9M $as of Mar 31, 2026
Bank of New York Mellon Corp107,1571.9M $as of Mar 31, 2026
UBS Group AG104,0611.8M $as of Mar 31, 2026
CITIGROUP INC103,3661.8M $as of Mar 31, 2026
MANGROVE PARTNERS IM, LLC100,9111.8M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC88,2001.5M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP77,5661.4M $as of Mar 31, 2026
Nuveen, LLC76,4331.3M $as of Mar 31, 2026
JANE STREET GROUP, LLC75,2281.3M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC66,9231.2M $as of Mar 31, 2026
Swiss National Bank60,8881.1M $as of Mar 31, 2026
CITADEL ADVISORS LLC58,9271M $as of Mar 31, 2026
Cite this page

Titelia. "Funds holding Columbia Financial Inc". https://titelia.com/en/stocks/columbia-financial-inc-US1976411033