Funds holding Eagle Financial Services Inc
ISIN US26951R1041 · United States
- Fund holders
- 95
- Of which ETFs
- 16 79 other funds
- Value held
- 26.3M $
- Share of capital
- 11.8 % of 5.4M shares on Aug 4, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 154,632 | 6.4M $ | 0.00 % | 2.86 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 123,378 | 5.1M $ | 0.01 % | 2.28 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 52,463 | 2.1M $ | 0.01 % | 0.97 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 50,389 | 2.1M $ | 0.00 % | 0.93 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 49,224 | 2M $ | 0.01 % | 0.91 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 23,458 | 925.7K $ | 0.01 % | 0.43 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 19,855 | 783.5K $ | 0.00 % | 0.37 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 16,563 | 686.7K $ | 0.05 % | 0.31 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 11,175 | 453.1K $ | 0.01 % | 0.21 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 8,251 | 325.6K $ | 0.00 % | 0.15 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 7,961 | 330.1K $ | 0.01 % | 0.15 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 7,775 | 315.3K $ | 0.00 % | 0.14 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 6,989 | 275.8K $ | 0.00 % | 0.13 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 6,658 | 276K $ | 0.01 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 6,376 | 258.5K $ | 0.01 % | 0.12 % | as of Jul 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 6,040 | 244.9K $ | 0.00 % | 0.11 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,599 | 227K $ | 0.00 % | 0.10 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 5,543 | 229.8K $ | 0.01 % | 0.10 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,194 | 210.6K $ | 0.00 % | 0.10 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 3,723 | 154.4K $ | 0.01 % | 0.07 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,356 | 132.4K $ | 0.01 % | 0.06 % | as of May 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 3,266 | 128.9K $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,000 | 124.4K $ | 0.01 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 3,000 | 124.4K $ | 0.01 % | 0.06 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 2,966 | 123K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,703 | 112.1K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,619 | 106.2K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,585 | 104.8K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 2,379 | 98.6K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 2,313 | 93.8K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 2,289 | 92.8K $ | 0.01 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 2,243 | 93K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 2,075 | 84.1K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 1,908 | 79.1K $ | 0.09 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 1,868 | 73.7K $ | 0.01 % | 0.03 % | as of May 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 1,861 | 77.2K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 1,662 | 68.9K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 1,500 | 62.2K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 1,454 | 60.3K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,386 | 56.2K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,297 | 53.8K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 1,290 | 53.5K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,243 | 50.4K $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 1,205 | 50K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,106 | 45.9K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,089 | 44.2K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 789 | 32.7K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 789 | 32.7K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 787 | 31.1K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 773 | 32K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 767 | 31.8K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 749 | 31.1K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 698 | 28.9K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 670 | 27.8K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 610 | 25.3K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 541 | 21.9K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 529 | 21.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 522 | 21.2K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 510 | 20.7K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 469 | 19.4K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 431 | 17.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 421 | 17.1K $ | 0.01 % | as of Jul 31, 2026 ↗ | |
| SmallCap Value Fund II Principal Funds, Inc | 395 | 16K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 381 | 15.8K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 376 | 15.2K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 366 | 14.4K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 362 | 14.7K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 360 | 14.6K $ | 0.01 % | as of Jul 31, 2026 ↗ | |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 351 | 14.6K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 342 | 13.9K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 321 | 13.3K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 301 | 12.5K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 287 | 11.6K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 284 | 11.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 239 | 9.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 216 | 8.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 194 | 7.7K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 171 | 6.7K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 169 | 6.7K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 155 | 6.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 152 | 6K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 139 | 5.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 126 | 5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 100 | 4.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 61 | 2.5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 26 | 1.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 20 | 829.2 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 13 | 539 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 12 | 497.5 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 7 | 290.2 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 4 | 162.2 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 4 | 157.8 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 1 | 41.5 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1 | 41.5 $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 1 | 39.5 $ | 0.00 % | 0.00 % | as of May 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 | |
|---|---|---|
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 0.09 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.05 % | as of Jun 30, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 0.03 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 0.01 % | as of May 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 0.01 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 0.01 % | 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 | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 95 | +3 | 640,901 | +9.4 % |
| 2026Q2 | 92 | +6 | 585,873 | +1.6 % |
| 2026Q1 | 86 | +8 | 576,456 | +1.7 % |
| 2025Q4 | 78 | +16 | 566,862 | +46.1 % |
| 2025Q3 | 62 | +58 | 388,098 | +62.6 % |
| 2025Q2 | 4 | +3 | 238,726 | +238,626.0 % |
| 2025Q1 | 1 | 0 | 100 | 0.0 % |
| 2024Q4 | 1 | 0 | 100 | 0.0 % |
| 2024Q3 | 1 | 0 | 100 | 0.0 % |
| 2024Q2 | 1 | 0 | 100 | 0.0 % |
| 2024Q1 | 1 | 0 | 100 | 0.0 % |
| 2023Q4 | 1 | 100 |
Institutional managers
70 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Fourthstone LLC | 532,199 | 18.6M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 280,532 | 9.8M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 280,400 | 9.8M $ | as of Mar 31, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 137,035 | 4.8M $ | as of Mar 31, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 107,145 | 3.7M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 103,716 | 4.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 103,209 | 3.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 84,607 | 3M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 65,000 | 2.3M $ | as of Mar 31, 2026 |
| CHOREO, LLC | 60,400 | 2.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 33,838 | 1.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 28,081 | 982.3K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 24,095 | 842.6K $ | as of Mar 31, 2026 |
| EJF Capital LP | 23,910 | 836.4K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 19,734 | 690.3K $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 16,413 | 574.1K $ | as of Mar 31, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16,192 | 566.4K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 14,823 | 518.5K $ | as of Mar 31, 2026 |
| Wealthspire Advisors, LLC | 12,873 | 450.3K $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 12,647 | 442.4K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12,547 | 438.9K $ | as of Mar 31, 2026 |
| Expressive Wealth LLC | 11,439 | 428.7K $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 11,231 | 392.9K $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 11,107 | 388.5K $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 11,016 | 385.3K $ | as of Mar 31, 2026 |
Declared shareholders of Eagle Financial Services 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 6.30 % | 342,125 | as of Jun 30, 2026 · SCHEDULE 13G |
| Fourthstone LLC and 5 others | 5.31 % | 287,575 | as of Jun 30, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 4.49 % | 243,455 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Eagle Financial Services Inc". https://titelia.com/en/stocks/eagle-financial-services-inc-US26951R1041