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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Avantis Total Equity Markets ETF American Century ETF Trust | 12 | 241.6 $ | 0.00 % | as of May 31, 2026 ↗ | |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 8 | 169.8 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 161 $ | 0.01 % | 0.00 % | as of May 31, 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 | |
|---|---|---|
| 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.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 103 | -48 | 4,709,231 | -29.6 % |
| 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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