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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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
Cite this page

Titelia. "Fund shareholders of Community Financial System Inc". https://titelia.com/en/stocks/community-financial-system-inc-US2036071064