Titelia

Funds holding Community West Bancshares

ISIN US2039371073 · United States

Fund holders
168
Of which ETFs
31 137 other funds
Value held
162.6M $
Share of capital
23.3 % of 27.1M shares on Aug 10, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 786,66521.1M $0.00 %2.90 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 670,54518M $0.02 %2.47 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 308,8207.4M $0.03 %1.14 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 289,3117.8M $0.16 %1.07 %as of Jun 30, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 285,9006.9M $1.52 %1.05 %as of May 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 264,4737.1M $0.01 %0.97 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 262,8646.6M $0.02 %0.97 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 245,3756.1M $0.03 %0.90 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 204,4395.5M $0.04 %0.75 %as of Jun 30, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 183,3274.6M $0.48 %0.68 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 169,4404.2M $0.03 %0.62 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 157,4403.8M $0.07 %0.58 %as of May 29, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 135,6153.4M $0.02 %0.50 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 120,4253M $0.02 %0.44 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 118,0112.8M $0.02 %0.43 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 117,9532.8M $0.01 %0.43 %as of May 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 94,2402.4M $0.03 %0.35 %as of Jul 31, 2026 ↗
Putnam Small Cap Value Fund Putnam Investment Funds 93,4002.2M $0.76 %0.34 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 90,1832.3M $0.01 %0.33 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 82,3732.2M $0.15 %0.30 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 81,0462M $0.02 %0.30 %as of Jul 31, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 77,4462.1M $0.78 %0.29 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 69,8001.9M $0.20 %0.26 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 64,6571.6M $0.00 %0.24 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 59,9021.5M $0.02 %0.22 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 56,8221.4M $0.00 %0.21 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 45,9581.2M $0.02 %0.17 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 44,9831.2M $0.01 %0.17 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 44,3431.1M $0.00 %0.16 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 43,5061.1M $0.09 %0.16 %as of Jul 31, 2026 ↗
Putnam VT Small Cap Value Fund Putnam Variable Trust 42,8001.1M $0.94 %0.16 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 41,322992.1K $0.04 %0.15 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 35,044841.4K $0.00 %0.13 %as of May 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 34,874936.7K $0.04 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 33,008826.2K $0.02 %0.12 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 31,758853K $0.04 %0.12 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 29,743798.9K $0.02 %0.11 %as of Jun 30, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 29,350734.6K $0.11 %0.11 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 28,561714.9K $0.00 %0.11 %as of Jul 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 27,221653.6K $0.08 %0.10 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 27,147729.2K $0.03 %0.10 %as of Jun 30, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 26,750718.5K $0.78 %0.10 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 25,400609.9K $0.05 %0.09 %as of May 31, 2026 ↗
Zacks Small-Cap Core Fund Zacks Trust 25,300607.5K $1.78 %0.09 %as of May 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 25,074673.5K $0.02 %0.09 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 23,764638.3K $0.03 %0.09 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 19,100513K $0.08 %0.07 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 17,622473.3K $0.02 %0.06 %as of Jun 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 17,448436.7K $0.10 %0.06 %as of Jul 31, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 17,200462K $0.08 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 15,812379.6K $0.03 %0.06 %as of May 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 15,600419K $0.00 %0.06 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 15,568389.7K $0.01 %0.06 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 14,703353K $0.02 %0.05 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 14,570391.4K $0.02 %0.05 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 14,344359K $0.01 %0.05 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 13,298357.2K $0.01 %0.05 %as of Jun 30, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 13,250331.6K $0.29 %0.05 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 12,881309.3K $0.00 %0.05 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 12,523300.7K $0.00 %0.05 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 12,492335.5K $0.00 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 12,487335.4K $0.02 %0.05 %as of Jun 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 12,296330.3K $0.03 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 12,109325.2K $0.00 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 12,045301.5K $0.00 %0.04 %as of Jul 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 11,745294K $0.02 %0.04 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 9,782262.7K $0.00 %0.04 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 9,746243.9K $0.00 %0.04 %as of Jul 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 9,565256.9K $0.29 %0.04 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,208230.5K $0.03 %0.03 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 9,192220.7K $0.02 %0.03 %as of May 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 9,191246.9K $0.02 %0.03 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 8,830237.2K $0.01 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 8,415210.6K $0.01 %0.03 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 8,405225.8K $0.01 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 8,267222.1K $0.02 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 7,919212.7K $0.02 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 7,342183.8K $0.00 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 7,170192.6K $0.00 %0.03 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 6,625159.1K $0.00 %0.02 %as of May 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 6,600165.2K $0.00 %0.02 %as of Jul 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 6,203166.6K $0.04 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,630140.9K $0.01 %0.02 %as of Jul 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 5,621151K $0.07 %0.02 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 5,224125.4K $0.12 %0.02 %as of May 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 5,201139.7K $0.02 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,802129K $0.02 %0.02 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 4,726126.9K $0.03 %0.02 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,607115.3K $0.02 %0.02 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 4,454111.5K $0.00 %0.02 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 4,259114.4K $0.01 %0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 4,219105.6K $0.00 %0.02 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 3,951106.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,882104.3K $0.02 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,750100.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,729100.2K $0.02 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 3,54395.2K $0.02 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,42985.8K $0.02 %0.01 %as of Jul 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,40881.8K $0.03 %0.01 %as of May 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 3,30088.6K $0.01 %0.01 %as of Jun 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
Zacks Small-Cap Core Fund Zacks Trust 1.78 %as of May 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 1.52 %as of May 31, 2026 ↗
Putnam VT Small Cap Value Fund Putnam Variable Trust 0.94 %as of Jun 30, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 0.78 %as of Jun 30, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 0.78 %as of Jun 30, 2026 ↗
Putnam Small Cap Value Fund Putnam Investment Funds 0.76 %as of May 31, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 0.48 %as of Jul 31, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 0.29 %as of Jul 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.29 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 0.20 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q3168+16,325,134+31.4 %
2026Q2167+154,814,934+25.2 %
2026Q1152-33,845,015+3.5 %
2025Q4155+33,713,916-2.8 %
2025Q3152+153,820,710+0.3 %
2025Q2137+83,809,266+0.6 %
2025Q112903,788,250+2.9 %
2024Q4129-63,682,942+5.8 %
2024Q3135+883,482,091+180.7 %
2024Q2471,240,517

Institutional managers

122 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.1,889,06644M $as of Mar 31, 2026
Fourthstone LLC1,362,20531.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP840,45419.6M $as of Mar 31, 2026
PRIVATE MANAGEMENT GROUP INC529,64512.3M $as of Mar 31, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP410,5789.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC396,5009.2M $as of Mar 31, 2026
STATE STREET CORP341,1827.9M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE338,9207.9M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC331,0537.7M $as of Mar 31, 2026
PL Capital Advisors, LLC329,5517.7M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP302,7957.1M $as of Mar 31, 2026
FMR LLC296,9456.9M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC276,0606.4M $as of Mar 31, 2026
Cutler Capital Management, LLC162,5903.8M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC143,7083.3M $as of Mar 31, 2026
NORTHERN TRUST CORP143,0563.3M $as of Mar 31, 2026
Siena Capital Partners GP, LLC127,1163M $as of Mar 31, 2026
ALGERT GLOBAL LLC97,6662.3K $as of Mar 31, 2026
MORGAN STANLEY96,9582.3M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC83,7662M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP80,8861.9M $as of Mar 31, 2026
CALDWELL SUTTER CAPITAL, INC.74,0771.7M $as of Mar 31, 2026
SEI INVESTMENTS CO70,9841.7M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP70,8141.6M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC68,0081.6M $as of Mar 31, 2026

Declared shareholders of Community West Bancshares

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.

ShareholderDeclared stakeShares
Fourthstone LLC and 5 others0.00 %100as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding Community West Bancshares". https://titelia.com/en/stocks/community-west-bancshares-US2039371073