Funds holding Columbia Financial Inc
ISIN US1976411033 · United States · LEI 254900B9UDXFOJAZKN61
- Fund holders
- 151
- Of which ETFs
- 39 112 other funds
- Value held
- 121.5M $
- Share of capital
- 2.5 % of 269.5M shares on Aug 5, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,468 | 44.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,444 | 47K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,284 | 40K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,273 | 39.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,245 | 43.2K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 2,179 | 41.9K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 2,172 | 38K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,157 | 38.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,074 | 36.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,005 | 35.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,974 | 34.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,738 | 30.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,719 | 30.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,689 | 29.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,683 | 30.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,678 | 30K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 1,453 | 25.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 1,410 | 24.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,177 | 21.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,160 | 22.3K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,021 | 18.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 1,004 | 17.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 962 | 17.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 916 | 16K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 836 | 15K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 812 | 15.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 800 | 14K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 664 | 11.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 646 | 11.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 629 | 11.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 600 | 10.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 599 | 10.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 416 | 7.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 331 | 5.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 306 | 5.9K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 305 | 5.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 175 | 3.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 142 | 2.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 139 | 2.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 125 | 2.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 91 | 1.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 90 | 1.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 69 | 1.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 64 | 1.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 50 | 961.5 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 38 | 665.4 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 28 | 501.2 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 12 | 214.8 $ | 0.00 % | as of Feb 28, 2026 ↗ | |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 10 | 179 $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 7 | 122.6 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 4 | 71.6 $ | 0.00 % | as of Feb 28, 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 | |
|---|---|---|
| GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 1.14 % | as of Apr 30, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 0.88 % | as of Mar 31, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 0.43 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 0.07 % | as of Mar 31, 2026 ↗ |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 0.06 % | as of Apr 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.06 % | as of Apr 30, 2026 ↗ |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 0.05 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 0.05 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 0.05 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 0.04 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 151 | +1 | 6,691,923 | +0.4 % |
| 2026Q1 | 150 | -2 | 6,666,900 | -0.9 % |
| 2025Q4 | 152 | +1 | 6,725,452 | -3.4 % |
| 2025Q3 | 151 | -4 | 6,962,034 | -7.3 % |
| 2025Q2 | 155 | +12 | 7,508,912 | -1.6 % |
| 2025Q1 | 143 | 0 | 7,632,942 | +0.1 % |
| 2024Q4 | 143 | +2 | 7,627,023 | -0.0 % |
| 2024Q3 | 141 | -4 | 7,627,414 | -1.7 % |
| 2024Q2 | 145 | +5 | 7,762,317 | -1.1 % |
| 2024Q1 | 140 | -3 | 7,848,493 | +0.7 % |
| 2023Q4 | 143 | 7,796,142 |
Institutional managers
118 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
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