Fund shareholders of Community Financial System Inc
ISIN US2036071064 · United States · LEI 5299008N6YHE6GCP1E80
- Fund shareholders
- 279
- Of which ETFs
- 68 211 other funds
- Value held
- ≈ 1.7B $ 1.7B $ · 107.7M SEK
- Share of capital
- 48.5 % of 52.6M shares on Jul 31, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| iShares Morningstar Small-Cap ETF iShares Trust | 2,251 | 145.9K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 2,181 | 146.4K $ | 0.18 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 2,134 | 138.3K $ | 0.07 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,122 | 135K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 1,997 | 127.1K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,976 | 125.8K $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,950 | 124.1K $ | 0.05 % | 0.00 % | as of May 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 1,947 | 130.7K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 1,882 | 122K $ | 0.14 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,755 | 117.8K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,714 | 115K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,631 | 105.7K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,620 | 108.7K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,537 | 103.2K $ | 0.11 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 1,496 | 97K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 1,465 | 93.2K $ | 0.19 % | 0.00 % | as of May 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 1,380 | 92.6K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,352 | 90.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,290 | 86.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,288 | 83.5K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,274 | 81.1K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| WisdomTree Global High Dividend Fund WisdomTree Trust | 1,267 | 85K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 1,231 | 78.3K $ | 0.07 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 1,225 | 82.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Indecap Guide Global Offensiv Indecap Fonder AB | 1,221 | 682.2K SEK | 0.63 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Greater Western New York Series BULLFINCH FUND INC | 1,200 | 77.8K $ | 1.93 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,176 | 74.8K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 1,172 | 78.7K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust | 1,163 | 78.1K $ | 0.27 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 1,124 | 72.8K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| BANKS ULTRASECTOR PROFUND ProFunds | 1,070 | 69.3K $ | 0.68 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 980 | 65.8K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 978 | 65.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 870 | 58.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 724 | 46.9K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 719 | 48.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 710 | 47.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 707 | 47.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 690 | 44.7K $ | 0.08 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 631 | 40.2K $ | 0.15 % | 0.00 % | as of May 31, 2026 ↗ |
| PROFUND VP SMALLCAP GROWTH ProFunds | 628 | 42.2K $ | 0.20 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 624 | 41.9K $ | 0.17 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 623 | 41.8K $ | 0.94 % | 0.00 % | as of Jun 30, 2026 ↗ |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 605 | 39.2K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 600 | 40.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 578 | 36.8K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 541 | 36.3K $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 514 | 32.7K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 480 | 30.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 433 | 28.1K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 400 | 26.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 400 | 25.5K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 316 | 21.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 298 | 19.3K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 288 | 19.3K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SMALL-CAP GROWTH PROFUND ProFunds | 260 | 16.9K $ | 0.20 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 220 | 14.8K $ | 0.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 212 | 13.7K $ | 0.17 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 191 | 12.4K $ | 0.07 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 144 | 9.7K $ | 0.08 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 144 | 9.3K $ | 0.09 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 133 | 8.9K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 118 | 7.6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 98 | 6.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 89 | 6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 87 | 5.8K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 86 | 5.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 79 | 5.3K $ | 0.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 72 | 4.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 59 | 3.8K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 50 | 3.2K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 45 | 2.9K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 29 | 1.9K $ | 0.00 % | as of Jul 31, 2026 ↗ | |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 26 | 1.7K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 24 | 1.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 21 | 1.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 16 | 1K $ | 0.09 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 15 | 1K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 4 | 259.2 $ | 0.00 % | as of Jul 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 | |
|---|---|---|
| SEB Nordamerikafond Små och Medelstora Bolag SEB Funds AB | 3.75 % | as of Mar 31, 2026 ↗ |
| Calvert Small Cap Fund Calvert Impact Fund, Inc. | 3.14 % | as of Jun 30, 2026 ↗ |
| Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust | 3.05 % | as of Jun 30, 2026 ↗ |
| Federated Hermes U.S. SMID Fund Federated Hermes Adviser Series | 3.02 % | as of Jun 30, 2026 ↗ |
| TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio | 2.94 % | as of Jul 31, 2026 ↗ |
| Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust | 2.08 % | as of Jun 30, 2026 ↗ |
| Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust | 2.08 % | as of May 31, 2026 ↗ |
| Sterling Capital Small Cap Value Fund Sterling Capital Funds | 2.06 % | as of Jun 30, 2026 ↗ |
| Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 2.06 % | as of Jun 30, 2026 ↗ |
| Select Banking Portfolio Fidelity Select Portfolios | 2.02 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 276 | -7 | 25,347,265 | -0.1 % |
| 2026Q2 | 283 | +7 | 25,381,701 | +3.7 % |
| 2026Q1 | 276 | +6 | 24,480,996 | +1.6 % |
| 2025Q4 | 270 | +1 | 24,101,702 | +0.2 % |
| 2025Q3 | 269 | -2 | 24,045,196 | -0.9 % |
| 2025Q2 | 271 | +10 | 24,272,678 | +0.7 % |
| 2025Q1 | 261 | +12 | 24,095,939 | +0.5 % |
| 2024Q4 | 249 | +3 | 23,982,945 | -2.1 % |
| 2024Q3 | 246 | -2 | 24,486,456 | -0.5 % |
| 2024Q2 | 248 | +1 | 24,598,035 | +1.3 % |
| 2024Q1 | 247 | -5 | 24,274,343 | -3.6 % |
| 2023Q4 | 252 | 25,178,268 |
Institutional managers
255 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 7,513,822 | 440.7M $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 3,715,425 | 217.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,150,340 | 186.2M $ | as of Mar 31, 2026 |
| FMR LLC | 3,026,372 | 177.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,861,086 | 109.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,818,395 | 106.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,297,741 | 76.1M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 754,801 | 44.3M $ | as of Mar 31, 2026 |
| NFJ INVESTMENT GROUP, LLC | 679,956 | 39.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 639,011 | 37.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 620,512 | 36.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 598,786 | 35.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 530,902 | 31.1M $ | as of Mar 31, 2026 |
| DEPRINCE RACE & ZOLLO INC | 530,874 | 31.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 524,561 | 30.8M $ | as of Mar 31, 2026 |
| Riggs Asset Managment Co. Inc. | 417,156 | 24.5M $ | as of Mar 31, 2026 |
| SEGALL BRYANT & HAMILL, LLC | 353,150 | 20.7M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 256,390 | 15M $ | as of Mar 31, 2026 |
| Public Sector Pension Investment Board | 188,482 | 11.1M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 154,285 | 9M $ | as of Mar 31, 2026 |
| UBS Group AG | 152,156 | 8.9M $ | as of Mar 31, 2026 |
| RHUMBLINE ADVISERS | 147,287 | 8.6M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 146,712 | 8.6M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 131,485 | 7.7M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 127,458 | 7.5M $ | as of Mar 31, 2026 |
Declared shareholders of Community Financial System Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| FMR LLC and 1 other | 7.00 % | 3,678,108 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Community Financial System Inc". https://titelia.com/en/stocks/community-financial-system-inc-US2036071064