Titelia

Fund shareholders of Community Financial System Inc

ISIN US2036071064 · United States · LEI 5299008N6YHE6GCP1E80

Fund shareholders
286
Of which ETFs
72 214 other funds
Value held
1.5B $ 107.7M SEK
Share of capital
48.6 % of 52.6M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 3,160,740185.4M $0.20 %6.01 %as of Mar 31, 2026 ↗
Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS 2,201,264133.3M $1.56 %4.18 %as of Feb 28, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,696,93499.5M $0.01 %3.23 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,277,82974.9M $0.10 %2.43 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,216,14571.3M $0.04 %2.31 %as of Mar 31, 2026 ↗
Calvert Small Cap Fund Calvert Impact Fund, Inc. 861,78350.5M $3.33 %1.64 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 773,52945.4M $0.07 %1.47 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 586,49834.4M $0.04 %1.11 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 524,50633.2M $0.10 %1.00 %as of Apr 30, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 505,84432.1M $0.46 %0.96 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 476,56928M $0.20 %0.91 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 466,63027.4M $0.13 %0.89 %as of Mar 31, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 378,34124M $0.48 %0.72 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 352,20220.7M $0.17 %0.67 %as of Mar 31, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 336,70019.7M $0.25 %0.64 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 331,58619.4M $0.52 %0.63 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 328,05719.2M $0.20 %0.62 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 295,77118.7M $0.02 %0.56 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 283,07617.9M $0.11 %0.54 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 275,26616.7M $0.04 %0.52 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 262,44015.9M $0.10 %0.50 %as of Feb 28, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 257,64716.3M $0.12 %0.49 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 255,47315.5M $0.07 %0.49 %as of Feb 28, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 253,00414.8M $0.20 %0.48 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 233,45914.8M $0.08 %0.44 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 231,97613.6M $0.21 %0.44 %as of Mar 31, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 230,19214.6M $1.13 %0.44 %as of Apr 30, 2026 ↗
Fidelity Advisor Small Cap Fund Fidelity Advisor Series I 229,30013.9M $0.63 %0.44 %as of Feb 28, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 224,10014.2M $0.88 %0.43 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 221,20013M $1.01 %0.42 %as of Mar 31, 2026 ↗
Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II 215,92212.7M $1.66 %0.41 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 206,25913.1M $0.01 %0.39 %as of Apr 30, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 187,94811M $2.11 %0.36 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 180,29310.9M $0.20 %0.34 %as of Feb 28, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 176,47311.2M $0.29 %0.34 %as of Apr 30, 2026 ↗
SEB Nordamerikafond Små och Medelstora Bolag SEB Funds AB 175,36798M SEK3.75 %0.33 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 171,96110.9M $0.08 %0.33 %as of Apr 30, 2026 ↗
Virtus NFJ Dividend Value Fund Virtus Investment Trust 164,6659.7M $2.01 %0.31 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 155,5139.9M $0.13 %0.30 %as of Apr 30, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 151,7009.2M $2.03 %0.29 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 141,7028.3M $0.21 %0.27 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 134,2717.9M $0.19 %0.26 %as of Mar 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 131,4197.7M $0.26 %0.25 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 118,9667.2M $0.07 %0.23 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 116,1497.4M $0.10 %0.22 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 108,3226.6M $0.70 %0.21 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 106,0596.4M $0.00 %0.20 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 101,7956.2M $0.00 %0.19 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 101,7086.2M $0.93 %0.19 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 99,7306.3M $0.01 %0.19 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 96,7505.7M $0.05 %0.18 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 96,6475.7M $0.29 %0.18 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 95,6656.1M $0.02 %0.18 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 88,3915.4M $0.04 %0.17 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 86,5965.1M $0.11 %0.16 %as of Mar 31, 2026 ↗
TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio 85,1975.4M $2.95 %0.16 %as of Apr 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 83,8225.1M $0.20 %0.16 %as of Feb 28, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 83,4404.9M $0.16 %0.16 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 81,7514.8M $0.20 %0.16 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 79,3714.8M $0.00 %0.15 %as of Feb 28, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 79,2904.7M $1.92 %0.15 %as of Mar 31, 2026 ↗
SBH SMALL CAP VALUE FUND Segall Bryant & Hamill Trust 78,0024.6M $1.18 %0.15 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 75,7924.8M $0.01 %0.14 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 73,4654.3M $1.20 %0.14 %as of Mar 31, 2026 ↗
Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust 73,2984.4M $1.96 %0.14 %as of Feb 28, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 71,4004.2M $0.25 %0.14 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 67,8294M $0.01 %0.13 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 62,8934M $0.10 %0.12 %as of Apr 30, 2026 ↗
Sterling Capital Small Cap Value Fund Sterling Capital Funds 62,4543.7M $2.10 %0.12 %as of Mar 31, 2026 ↗
Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust 61,7993.6M $2.90 %0.12 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 61,0553.9M $0.01 %0.12 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 56,7653.4M $0.20 %0.11 %as of Feb 28, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 55,2343.2M $0.10 %0.10 %as of Mar 31, 2026 ↗
Small Cap Value Fund Northern Funds 52,1623.1M $0.50 %0.10 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 50,8733M $0.17 %0.10 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 44,9362.6M $0.20 %0.09 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 42,8922.6M $0.11 %0.08 %as of Feb 28, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 42,7252.5M $0.06 %0.08 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 41,4092.6M $0.20 %0.08 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 40,0912.5M $0.09 %0.08 %as of Apr 30, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 40,0812.4M $0.14 %0.08 %as of Feb 28, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 39,3652.5M $0.02 %0.07 %as of Apr 30, 2026 ↗
Hilton Small-MidCap Opportunity ETF Tidal Trust II 38,8812.5M $1.91 %0.07 %as of Apr 30, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 38,0162.2M $0.56 %0.07 %as of Mar 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 37,5732.2M $0.20 %0.07 %as of Mar 31, 2026 ↗
Calvert Small/Mid-Cap Fund Calvert Management Series 37,1882.2M $1.12 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 35,8282.1M $0.11 %0.07 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 35,1752.2M $0.00 %0.07 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 35,1642.1M $0.20 %0.07 %as of Mar 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 31,8941.9M $0.13 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 31,3231.9M $0.00 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 30,9252M $0.00 %0.06 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 30,8632M $0.04 %0.06 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 30,1801.8M $0.17 %0.06 %as of Feb 28, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 29,9771.8M $0.20 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 29,3201.7M $0.00 %0.06 %as of Mar 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 28,3201.8M $0.36 %0.05 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 28,3191.8M $0.09 %0.05 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 28,3021.7M $0.10 %0.05 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 28,0981.8M $0.08 %0.05 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
SEB Nordamerikafond Små och Medelstora Bolag SEB Funds AB 3.75 %as of Mar 31, 2026 ↗
Calvert Small Cap Fund Calvert Impact Fund, Inc. 3.33 %as of Mar 31, 2026 ↗
Federated Hermes U.S. SMID Fund Federated Hermes Adviser Series 3.12 %as of Mar 31, 2026 ↗
TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio 2.95 %as of Apr 30, 2026 ↗
Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust 2.90 %as of Mar 31, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 2.11 %as of Mar 31, 2026 ↗
Sterling Capital Small Cap Value Fund Sterling Capital Funds 2.10 %as of Mar 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 2.03 %as of Feb 28, 2026 ↗
Virtus NFJ Dividend Value Fund Virtus Investment Trust 2.01 %as of Mar 31, 2026 ↗
Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust 1.96 %as of Feb 28, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2283+725,381,701+3.7 %
2026Q1276+624,480,996+1.6 %
2025Q4270+124,101,702+0.2 %
2025Q3269-224,045,196-0.9 %
2025Q2271+1024,272,678+0.7 %
2025Q1261+1224,095,939+0.5 %
2024Q4249+323,982,945-2.1 %
2024Q3246-224,486,456-0.5 %
2024Q2248+124,598,035+1.3 %
2024Q1247-524,274,343-3.6 %
2023Q425225,178,268

Institutional managers

255 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.7,513,822440.7M $as of Mar 31, 2026
NEUBERGER BERMAN GROUP LLC3,715,425217.9M $as of Mar 31, 2026
STATE STREET CORP3,150,340186.2M $as of Mar 31, 2026
FMR LLC3,026,372177.5M $as of Mar 31, 2026
MORGAN STANLEY1,861,086109.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,818,395106.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,297,74176.1M $as of Mar 31, 2026
FEDERATED HERMES, INC.754,80144.3M $as of Mar 31, 2026
NFJ INVESTMENT GROUP, LLC679,95639.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC639,01137.5M $as of Mar 31, 2026
NORTHERN TRUST CORP620,51236.4M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/598,78635.1M $as of Mar 31, 2026
Bank of New York Mellon Corp530,90231.1M $as of Mar 31, 2026
DEPRINCE RACE & ZOLLO INC530,87431.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC524,56130.8M $as of Mar 31, 2026
Riggs Asset Managment Co. Inc.417,15624.5M $as of Mar 31, 2026
SEGALL BRYANT & HAMILL, LLC353,15020.7M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC256,39015M $as of Mar 31, 2026
Public Sector Pension Investment Board188,48211.1M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC154,2859M $as of Mar 31, 2026
UBS Group AG152,1568.9M $as of Mar 31, 2026
RHUMBLINE ADVISERS147,2878.6M $as of Mar 31, 2026
Invesco Ltd.146,7128.6M $as of Mar 31, 2026
Nuveen, LLC131,4857.7M $as of Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC127,4587.5M $as of Mar 31, 2026

Declared shareholders of Community Financial System Inc

3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.76 %3,551,884as of Mar 31, 2026 · SCHEDULE 13G
FMR LLC and 1 other5.80 %3,026,372as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.27 %2,773,406as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Community Financial System Inc". https://titelia.com/en/stocks/community-financial-system-inc-US2036071064