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
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 3,202193.9K $0.82 %0.01 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,014176.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes U.S. SMID Fund Federated Hermes Adviser Series 2,455144K $3.12 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 2,312135.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,293138.8K $0.09 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,234135.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,207139.8K $0.05 %0.00 %as of Apr 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 2,134135.2K $0.07 %0.00 %as of Apr 30, 2026 ↗
Calvert Global Small-Cap Equity Fund Calvert Management Series 2,020118.5K $0.72 %0.00 %as of Mar 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 1,997120.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,992116.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,946123.3K $0.15 %0.00 %as of Apr 30, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,782107.9K $0.20 %0.00 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1,777104.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,714100.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,714100.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,631103.3K $0.03 %0.00 %as of Apr 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 1,62095K $0.02 %0.00 %as of Mar 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 1,46993.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,46886.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,43784.3K $0.11 %0.00 %as of Mar 31, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 1,39882K $0.17 %0.00 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 1,33784.7K $0.01 %0.00 %as of Apr 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,28881.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,27477.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 1,26774.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,26374.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,26073.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Indecap Guide Global Offensiv Indecap Fonder AB 1,221682.2K SEK0.63 %0.00 %as of Mar 31, 2026 ↗
NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust 1,21371.1K $0.29 %0.00 %as of Mar 31, 2026 ↗
Greater Western New York Series BULLFINCH FUND INC 1,20076K $1.96 %0.00 %as of Apr 30, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 1,19475.7K $0.06 %0.00 %as of Apr 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,19372.2K $0.07 %0.00 %as of Feb 28, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 1,17268.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
Lazard Retirement US Small Cap Equity Select Portfolio LAZARD RETIREMENT SERIES INC 1,11665.5K $0.74 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,04861.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,01661.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,00959.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
BANKS ULTRASECTOR PROFUND ProFunds 1,00763.8K $0.80 %0.00 %as of Apr 30, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 98057.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 97857.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 88351.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 86852.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 85451.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 72345.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 71041.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BANKS ProFunds 67039.3K $0.98 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 65038.1K $0.20 %0.00 %as of Mar 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 62436.6K $0.16 %0.00 %as of Mar 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 60035.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 59737.8K $0.07 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 57734.9K $0.14 %0.00 %as of Feb 28, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 56535.8K $0.03 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 53531.4K $0.21 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 51431.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
Longview Advantage ETF RBB Fund Trust 48029.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST 40823.9K $0.34 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 40023.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 31618.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 28217.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 26315.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 20813.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 17711.2K $0.19 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 17710.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 17411K $0.07 %0.00 %as of Apr 30, 2026 ↗
SMALL-CAP GROWTH PROFUND ProFunds 1459.2K $0.20 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 1347.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1217.1K $0.06 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 1187.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 1086.8K $0.09 %0.00 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 985.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 976.1K $0.08 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 865K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 834.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 724.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 724.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 603.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 593.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 543.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 291.8K $0.00 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 261.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 241.4K $0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 211.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 171K $0.09 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 14821.1 $0.03 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 4253.4 $0.00 %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