Fund shareholders of CVB Financial Corp
ISIN US1266001056 · United States
- Fund shareholders
- 280
- Of which ETFs
- 71 209 other funds
- Value held
- ≈ 1.8B $ 1.8B $ · 6.1M SEK
- Share of capital
- 45.0 % of 176M shares on Aug 3, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Small Cap Dividend Fund American Century Capital Portfolios, Inc. | 9,537 | 215.1K $ | 0.20 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 9,454 | 211.5K $ | 0.04 % | 0.01 % | as of Jul 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 9,361 | 209.4K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 9,336 | 210.5K $ | 0.14 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 9,316 | 210.1K $ | 0.11 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 8,345 | 188.2K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 8,132 | 183.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 7,900 | 160.8K $ | 0.09 % | 0.00 % | as of May 31, 2026 ↗ |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 7,687 | 156.5K $ | 1.12 % | 0.00 % | as of May 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 7,399 | 150.6K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 7,281 | 164.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 7,192 | 160.9K $ | 0.17 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 7,004 | 156.7K $ | 0.06 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 6,829 | 152.8K $ | 0.08 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 6,680 | 136K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 6,528 | 147.2K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 6,254 | 127.3K $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 6,179 | 125.8K $ | 0.05 % | 0.00 % | as of May 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 6,003 | 135.4K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 5,881 | 132.6K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 5,551 | 125.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 5,460 | 122.1K $ | 0.34 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 5,159 | 105K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 5,144 | 115.1K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 4,932 | 111.2K $ | 0.12 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 4,917 | 110K $ | 0.13 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 4,190 | 94.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 4,186 | 94.4K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 4,108 | 83.6K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 4,024 | 81.9K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 4,000 | 81.4K $ | 0.17 % | 0.00 % | as of May 31, 2026 ↗ |
| Banking Fund Rydex Series Funds | 3,936 | 88.8K $ | 0.64 % | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree Global High Dividend Fund WisdomTree Trust | 3,783 | 85.3K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 3,603 | 81.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 3,522 | 79.4K $ | 0.41 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 3,474 | 78.3K $ | 0.22 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BANKS ULTRASECTOR PROFUND ProFunds | 3,329 | 74.5K $ | 0.73 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 3,305 | 67.3K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 3,210 | 72.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 3,143 | 70.3K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 3,002 | 61.1K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,691 | 60.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 2,424 | 49.4K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 2,303 | 51.9K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 2,205 | 49.3K $ | 0.08 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 1,997 | 40.7K $ | 0.15 % | 0.00 % | as of May 31, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 1,939 | 43.7K $ | 0.98 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Banking Fund Rydex Variable Trust | 1,904 | 42.9K $ | 0.64 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 1,771 | 39.9K $ | 0.43 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 1,405 | 31.7K $ | 0.13 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 1,379 | 30.8K $ | 0.39 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 1,328 | 27K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,166 | 26.3K $ | 0.11 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 1,031 | 23.1K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 986 | 22.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 954 | 21.3K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 931 | 20.8K $ | 0.19 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 922 | 20.8K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 918 | 20.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 704 | 15.9K $ | 0.08 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 698 | 15.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 632 | 14.1K $ | 0.08 % | 0.00 % | as of Jul 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 592 | 13.2K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 590 | 12K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 551 | 11.2K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 521 | 11.7K $ | 0.43 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 460 | 10.4K $ | 0.09 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 424 | 9.6K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 420 | 9.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| YieldMax(R) U.S. Stocks Target Double Distribution ETF Tidal Trust II | 277 | 6.2K $ | 0.09 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 273 | 6.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 254 | 5.7K $ | 0.08 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 246 | 5.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 215 | 4.8K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 157 | 3.2K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 145 | 3.2K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 105 | 2.1K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 50 | 1K $ | 0.09 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 49 | 1.1K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| First Trust Multi-Strategy Fund INVESTMENT MANAGERS SERIES TRUST II | 0 | 1.1 $ | 0.00 % | as of Jun 30, 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 | |
|---|---|---|
| HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 1.84 % | as of Jul 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 1.60 % | as of Jun 30, 2026 ↗ |
| Regional Bank Fund John Hancock Investment Trust II | 1.43 % | as of Jul 31, 2026 ↗ |
| Carillon Chartwell Small Cap Value Fund Carillon Series Trust | 1.29 % | as of Jun 30, 2026 ↗ |
| VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 1.20 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 1.20 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 1.20 % | as of Jul 31, 2026 ↗ |
| MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III | 1.14 % | as of Jun 30, 2026 ↗ |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 1.12 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 1.10 % | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 279 | +11 | 79,127,597 | +16.1 % |
| 2026Q2 | 268 | +12 | 68,143,229 | +5.5 % |
| 2026Q1 | 256 | -15 | 64,605,384 | -1.6 % |
| 2025Q4 | 271 | -11 | 65,635,553 | -1.2 % |
| 2025Q3 | 282 | +5 | 66,463,308 | -1.0 % |
| 2025Q2 | 277 | +11 | 67,155,500 | -1.4 % |
| 2025Q1 | 266 | +4 | 68,141,068 | +8.4 % |
| 2024Q4 | 262 | -4 | 62,856,777 | -1.0 % |
| 2024Q3 | 266 | 0 | 63,490,175 | +4.0 % |
| 2024Q2 | 266 | -6 | 61,074,662 | +3.7 % |
| 2024Q1 | 272 | -19 | 58,914,132 | -4.8 % |
| 2023Q4 | 291 | 61,901,277 |
Institutional managers
275 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 19,026,543 | 368.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 7,956,225 | 154.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 7,613,287 | 147.6M $ | as of Mar 31, 2026 |
| FMR LLC | 7,440,851 | 144.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,598,052 | 89.2M $ | as of Mar 31, 2026 |
| Parallel Advisors, LLC | 3,658,353 | 70.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,281,750 | 63.6M $ | as of Mar 31, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 2,359,955 | 45.8M $ | as of Mar 31, 2026 |
| HoldCo Asset Management, LP | 2,342,744 | 45.4M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 2,070,249 | 40.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,047,625 | 39.7M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,044,917 | 39.7M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,789,549 | 34.7M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 1,537,496 | 29.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,474,380 | 28.6M $ | as of Mar 31, 2026 |
| BESSEMER GROUP INC | 1,466,670 | 28.4K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,384,139 | 26.8M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,321,487 | 25.6M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,221,437 | 23.7M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,053,836 | 20.4M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 969,274 | 18.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 925,555 | 17.9M $ | as of Mar 31, 2026 |
| Brevan Howard Capital Management LP | 895,386 | 17.4M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 879,308 | 17M $ | as of Mar 31, 2026 |
| FJ Capital Management LLC | 851,426 | 16.5M $ | as of Mar 31, 2026 |
Declared shareholders of CVB Financial Corp
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 | |
|---|---|---|---|
| Vanguard Capital Management | 5.02 % | 8,858,730 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of CVB Financial Corp". https://titelia.com/en/stocks/cvb-financial-corp-US1266001056