Titelia

Fund shareholders of CVB Financial Corp

ISIN US1266001056 · United States

Fund shareholders
269
Of which ETFs
71 198 other funds
Value held
1.3B $ 6.1M SEK
Share of capital
38.7 % of 176M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 7,649,275148.3M $0.16 %4.35 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,035,61678.3M $0.00 %2.29 %as of Mar 31, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 3,968,20476.3M $0.09 %2.25 %as of Feb 28, 2026 ↗
iShares Russell 2000 ETF iShares Trust 3,175,85961.6M $0.09 %1.80 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,966,36857.5M $0.03 %1.69 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,152,15543.8M $0.23 %1.22 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,890,71236.7M $0.06 %1.07 %as of Mar 31, 2026 ↗
Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS 1,680,73732.6M $0.38 %0.95 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,664,80233.9M $0.10 %0.95 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 1,654,00432.1M $0.86 %0.94 %as of Mar 31, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 1,500,50030.6M $0.44 %0.85 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 1,424,95627.6M $0.31 %0.81 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,417,36627.5M $0.03 %0.81 %as of Mar 31, 2026 ↗
MFS New Discovery Value Fund MFS SERIES TRUST XIII 1,291,40424.8M $0.91 %0.73 %as of Feb 28, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 1,243,80324.1M $0.32 %0.71 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,195,17524.3M $0.15 %0.68 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,151,91122.3M $0.16 %0.65 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 1,107,96221.5M $0.17 %0.63 %as of Mar 31, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 1,094,10022.3M $0.44 %0.62 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 1,076,75821.9M $0.16 %0.61 %as of Apr 30, 2026 ↗
Fidelity Advisor Small Cap Fund Fidelity Advisor Series I 884,80017M $0.77 %0.50 %as of Feb 28, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 848,86917.3M $0.23 %0.48 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 821,93816.7M $0.09 %0.47 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 802,48515.6M $0.16 %0.46 %as of Mar 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 686,49814M $0.15 %0.39 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 679,08813.1M $0.03 %0.39 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 677,59513.1M $1.02 %0.39 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 667,35512.9M $0.32 %0.38 %as of Mar 31, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 654,09413.3M $1.03 %0.37 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 653,79013.3M $0.01 %0.37 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 647,72012.5M $0.08 %0.37 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 642,45413.1M $0.09 %0.37 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 641,50013.1M $0.81 %0.36 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 625,04112M $0.06 %0.36 %as of Feb 28, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 615,29712.5M $1.43 %0.35 %as of Apr 30, 2026 ↗
Victory Integrity Small-Cap Value Fund Victory Portfolios 574,00011.1M $1.08 %0.33 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 529,24510.8M $0.14 %0.30 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 440,8928.5M $0.16 %0.25 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 436,6918.9M $0.02 %0.25 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 418,9588.1M $0.08 %0.24 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 404,5118.2M $0.02 %0.23 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 368,1117.5M $0.10 %0.21 %as of Apr 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 363,1297M $0.24 %0.21 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 361,4527M $0.57 %0.21 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 331,4306.4M $0.33 %0.19 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 300,2435.8M $0.24 %0.17 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 299,0405.8M $0.00 %0.17 %as of Feb 28, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 282,8885.4M $0.32 %0.16 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 239,9174.6M $0.00 %0.14 %as of Feb 28, 2026 ↗
HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 235,2884.8M $1.80 %0.13 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 228,7144.7M $0.01 %0.13 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 218,5824.2M $0.03 %0.12 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 207,7814M $0.08 %0.12 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 204,6983.9M $0.15 %0.12 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 204,1284.2M $0.11 %0.12 %as of Apr 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 198,2403.8M $0.16 %0.11 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 196,5013.8M $0.00 %0.11 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 190,1823.9M $0.13 %0.11 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 188,5043.6M $0.00 %0.11 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 178,6493.6M $0.01 %0.10 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 173,5323.5M $0.58 %0.10 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 160,4963.1M $0.17 %0.09 %as of Mar 31, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 143,1112.8M $1.10 %0.08 %as of Mar 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 141,2602.9M $0.58 %0.08 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 133,7072.6M $0.08 %0.08 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 133,5622.7M $0.22 %0.08 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 131,3642.7M $0.00 %0.07 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 131,1012.7M $0.20 %0.07 %as of Apr 30, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 122,9002.5M $0.39 %0.07 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 120,6622.5M $0.02 %0.07 %as of Apr 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 108,7232.1M $0.16 %0.06 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 107,4132.2M $0.18 %0.06 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 104,4772.1M $0.09 %0.06 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 103,8502.1M $0.04 %0.06 %as of Apr 30, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 102,6022M $0.56 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 100,9732.1M $0.01 %0.06 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 96,6101.9M $0.17 %0.05 %as of Feb 28, 2026 ↗
Small Cap Value Fund Northern Funds 94,9451.8M $0.30 %0.05 %as of Mar 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 92,9561.8M $0.16 %0.05 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 92,9181.8M $0.08 %0.05 %as of Feb 28, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 91,0001.9M $0.21 %0.05 %as of Apr 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 89,7591.7M $0.12 %0.05 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 89,2521.7M $0.71 %0.05 %as of Feb 28, 2026 ↗
First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI 88,9641.7M $0.08 %0.05 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 86,2951.7M $0.01 %0.05 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 85,0591.6M $0.08 %0.05 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 85,0501.6M $0.16 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 83,1181.7M $0.20 %0.05 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 82,2001.6M $0.19 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 76,0871.5M $0.09 %0.04 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 75,2051.4M $0.00 %0.04 %as of Feb 28, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 72,8071.5M $0.10 %0.04 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 71,6681.4M $0.00 %0.04 %as of Mar 31, 2026 ↗
Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI 71,4381.4M $0.35 %0.04 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 69,2811.4M $0.04 %0.04 %as of Apr 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 68,1881.3M $0.06 %0.04 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 67,0881.3M $0.00 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 65,8981.3M $0.00 %0.04 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 64,2281.3M $0.15 %0.04 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 63,8391.3M $0.21 %0.04 %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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 1.80 %as of Apr 30, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 1.43 %as of Apr 30, 2026 ↗
Carillon Chartwell Small Cap Value Fund Carillon Series Trust 1.30 %as of Mar 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 1.28 %as of Mar 31, 2026 ↗
American Century Small Cap Value Insights ETF American Century ETF Trust 1.13 %as of Feb 28, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 1.10 %as of Mar 31, 2026 ↗
Victory Integrity Small-Cap Value Fund Victory Portfolios 1.08 %as of Mar 31, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 1.03 %as of Apr 30, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 1.03 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 1.02 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2268+1268,143,229+5.5 %
2026Q1256-1564,605,384-1.6 %
2025Q4271-1165,635,553-1.2 %
2025Q3282+566,463,308-1.0 %
2025Q2277+1167,155,500-1.4 %
2025Q1266+468,141,068+8.4 %
2024Q4262-462,856,777-1.0 %
2024Q3266063,490,175+4.0 %
2024Q2266-661,074,662+3.7 %
2024Q1272-1958,914,132-4.8 %
2023Q429161,901,277

Institutional managers

275 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.19,026,543368.9M $as of Mar 31, 2026
STATE STREET CORP7,956,225154.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP7,613,287147.6M $as of Mar 31, 2026
FMR LLC7,440,851144.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,598,05289.2M $as of Mar 31, 2026
Parallel Advisors, LLC3,658,35370.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,281,75063.6M $as of Mar 31, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC2,359,95545.8M $as of Mar 31, 2026
HoldCo Asset Management, LP2,342,74445.4M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC2,070,24940.1M $as of Mar 31, 2026
MORGAN STANLEY2,047,62539.7M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.2,044,91739.7M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,789,54934.7M $as of Mar 31, 2026
Balyasny Asset Management L.P.1,537,49629.8M $as of Mar 31, 2026
NORTHERN TRUST CORP1,474,38028.6M $as of Mar 31, 2026
BESSEMER GROUP INC1,466,67028.4K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,384,13926.8M $as of Mar 31, 2026
Bank of New York Mellon Corp1,321,48725.6M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,221,43723.7M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,053,83620.4M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.969,27418.8M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/925,55517.9M $as of Mar 31, 2026
Brevan Howard Capital Management LP895,38617.4M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP879,30817M $as of Mar 31, 2026
FJ Capital Management LLC851,42616.5M $as of Mar 31, 2026

Declared shareholders of CVB Financial Corp

3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
STATE STREET CORPORATION 5.90 %7,956,225as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.86 %7,968,140as of Mar 31, 2026 · SCHEDULE 13G
FMR LLC and 1 other5.50 %7,440,851as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of CVB Financial Corp". https://titelia.com/en/stocks/cvb-financial-corp-US1266001056