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
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 27,6531.8M $0.00 %0.05 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 27,5301.7M $0.69 %0.05 %as of Feb 28, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 26,2531.7M $0.20 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 25,0271.5M $0.00 %0.05 %as of Mar 31, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 24,8001.5M $1.53 %0.05 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 24,3341.4M $0.10 %0.05 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 23,6091.5M $0.12 %0.04 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 23,5551.4M $0.06 %0.04 %as of Feb 28, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 22,8981.5M $0.10 %0.04 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 22,1901.3M $0.21 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 21,2891.3M $0.10 %0.04 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 20,9511.3M $0.14 %0.04 %as of Apr 30, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 20,4451.2M $0.83 %0.04 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 19,7791.3M $0.20 %0.04 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 19,6811.2M $0.17 %0.04 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 19,3661.1M $0.06 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 18,5401.2M $0.05 %0.04 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 18,5261.1M $0.07 %0.04 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 18,5111.1M $0.01 %0.04 %as of Mar 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 18,4011.1M $0.20 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 18,3391.1M $0.04 %0.03 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 18,0301.1M $0.20 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 16,617974.6K $0.10 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 16,258953.5K $0.10 %0.03 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 16,2169.1M SEK0.03 %0.03 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 15,8751M $0.12 %0.03 %as of Apr 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 15,809927.2K $0.14 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 15,643991.1K $0.01 %0.03 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,822939.1K $0.01 %0.03 %as of Apr 30, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 14,601856.3K $0.28 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 14,325840.2K $0.00 %0.03 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 14,234834.8K $0.31 %0.03 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 14,168831K $0.20 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 13,898880.6K $0.04 %0.03 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 13,565795.6K $0.10 %0.03 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 13,358808.8K $0.01 %0.03 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 11,822749K $0.01 %0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 10,839656.3K $0.05 %0.02 %as of Feb 28, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 10,795653.6K $0.01 %0.02 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 10,769682.3K $0.10 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,768682.3K $0.12 %0.02 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 10,508616.3K $0.11 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 10,507616.2K $0.01 %0.02 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 10,131613.4K $0.25 %0.02 %as of Feb 28, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 9,626564.6K $0.10 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,592562.6K $0.06 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 9,411552K $0.07 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 9,127552.6K $0.06 %0.02 %as of Feb 28, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 9,050530.8K $0.05 %0.02 %as of Mar 31, 2026 ↗
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 8,561502.1K $0.08 %0.02 %as of Mar 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 8,407509K $0.19 %0.02 %as of Feb 28, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,251499.6K $0.04 %0.02 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 8,224498K $0.22 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 8,043509.6K $0.04 %0.02 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 7,966504.7K $0.12 %0.02 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 7,411434.7K $0.10 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 7,092415.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 7,000410.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,561415.7K $0.02 %0.01 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 6,515382.1K $0.11 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,446378.1K $0.11 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 6,229377.2K $0.08 %0.01 %as of Feb 28, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 6,162373.1K $0.07 %0.01 %as of Feb 28, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 6,149360.6K $0.08 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 6,029353.6K $0.20 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 5,984379.1K $0.05 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 5,873344.5K $0.10 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 5,848343K $0.10 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,712361.9K $0.10 %0.01 %as of Apr 30, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 5,240307.3K $0.11 %0.01 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 4,871285.7K $0.14 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 4,810282.1K $0.23 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 4,718276.7K $0.09 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 4,711285.3K $0.23 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 4,676296.3K $0.01 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,437268.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,426259.6K $0.10 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 4,379277.5K $0.01 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,266250.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 4,144262.6K $0.10 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 4,108248.7K $0.09 %0.01 %as of Feb 28, 2026 ↗
Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC 4,092240K $0.74 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 4,071246.5K $0.03 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 4,038236.8K $0.11 %0.01 %as of Mar 31, 2026 ↗
Calvert VP SRI Mid Cap Portfolio Calvert Variable Series, Inc. 4,018235.7K $1.10 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 3,800222.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,701217.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,633230.2K $0.13 %0.01 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,600228.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 3,593210.7K $0.43 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 3,533207.2K $0.11 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 3,523206.6K $0.16 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 3,500205.3K $0.06 %0.01 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 3,498221.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,494204.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,389198.8K $0.11 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,307194K $0.02 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 3,282198.7K $0.07 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 3,271198.1K $0.06 %0.01 %as of Feb 28, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 3,254206.2K $1.12 %0.01 %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
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Titelia. "Fund shareholders of Community Financial System Inc". https://titelia.com/en/stocks/community-financial-system-inc-US2036071064