Titelia

Funds holding Esquire Financial Holdings Inc

ISIN US29667J1016 · United States

Fund holders
170
Of which ETFs
41 129 other funds
Value held
213.9M $
Share of capital
16.7 % of 12.1M shares on Aug 1, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 227,83924.5M $0.00 %1.88 %as of Mar 31, 2026 ↗
Wasatch Micro Cap Fund WASATCH FUNDS TRUST 227,16024.4M $4.35 %1.88 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 182,05218.4M $0.08 %1.50 %as of Feb 28, 2026 ↗
iShares Russell 2000 ETF iShares Trust 176,61119M $0.03 %1.46 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 95,67110.3M $0.28 %0.79 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 75,3398.1M $0.01 %0.62 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 71,4397.5M $0.02 %0.59 %as of Apr 30, 2026 ↗
Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST 60,8826.5M $2.04 %0.50 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 58,6826.3M $0.05 %0.48 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 36,8263.9M $0.02 %0.30 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 35,9013.6M $0.02 %0.30 %as of Feb 28, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 35,4563.6M $0.01 %0.29 %as of Feb 28, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 35,1973.8M $0.45 %0.29 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 32,3533.3M $0.02 %0.27 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 30,0343.2M $0.04 %0.25 %as of Apr 30, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 29,4403.2M $0.17 %0.24 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 28,7353M $0.02 %0.24 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 19,3732M $0.00 %0.16 %as of Feb 28, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 18,5131.9M $4.41 %0.15 %as of Apr 30, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 18,4941.9M $0.13 %0.15 %as of Feb 28, 2026 ↗
iShares Micro-Cap ETF iShares Trust 18,3112M $0.16 %0.15 %as of Mar 31, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 17,7781.9M $0.59 %0.15 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 17,6571.8M $0.07 %0.15 %as of Feb 28, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 17,4601.8M $0.46 %0.14 %as of Feb 28, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 17,3241.8M $0.04 %0.14 %as of Apr 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 16,1001.7M $0.10 %0.13 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 15,8191.7M $0.02 %0.13 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 15,1681.6M $0.00 %0.13 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 14,4451.5M $0.00 %0.12 %as of Feb 28, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 14,0561.5M $0.06 %0.12 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 12,8211.3M $0.00 %0.11 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 12,3431.2M $0.00 %0.10 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 12,2031.3M $0.03 %0.10 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 12,1051.2M $0.01 %0.10 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,6991.2M $0.00 %0.10 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 11,6571.3M $0.00 %0.10 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,9921.2M $0.06 %0.09 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 10,9341.1M $0.08 %0.09 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 10,2171.1M $0.11 %0.08 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 9,583967.7K $0.00 %0.08 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 9,456954.9K $0.11 %0.08 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 8,879933.4K $0.02 %0.07 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 8,656909.9K $0.00 %0.07 %as of Apr 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 8,174859.3K $0.17 %0.07 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 7,432798.9K $0.02 %0.06 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 7,007753.3K $0.04 %0.06 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,627669.2K $0.05 %0.05 %as of Feb 28, 2026 ↗
GRANDEUR PEAK GLOBAL MICROCAP FUND Grandeur Peak Global Trust 5,866616.6K $1.37 %0.05 %as of Apr 30, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 5,656608K $0.59 %0.05 %as of Mar 31, 2026 ↗
First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI 5,554597.1K $1.06 %0.05 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 5,508592.1K $0.05 %0.05 %as of Mar 31, 2026 ↗
Even Herd Long Short ETF Tidal Trust II 5,307570.5K $1.00 %0.04 %as of Mar 31, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 5,020506.9K $0.24 %0.04 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,000537.5K $0.03 %0.04 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 4,882524.8K $0.31 %0.04 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 4,745479.2K $0.00 %0.04 %as of Feb 28, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 4,532476.4K $0.50 %0.04 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 4,374470.2K $0.00 %0.04 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 4,309435.1K $0.00 %0.04 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 4,219453.5K $0.00 %0.03 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 3,900393.8K $0.00 %0.03 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 3,590385.9K $0.02 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 3,401357.5K $0.00 %0.03 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 3,256342.3K $0.00 %0.03 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 3,243348.6K $0.03 %0.03 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 3,206344.6K $0.10 %0.03 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 3,166332.8K $0.02 %0.03 %as of Apr 30, 2026 ↗
Small Cap Dividend Fund American Century Capital Portfolios, Inc. 3,053328.2K $0.33 %0.03 %as of Mar 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 3,020324.7K $0.45 %0.02 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 2,978300.7K $0.12 %0.02 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 2,950297.9K $0.02 %0.02 %as of Feb 28, 2026 ↗
First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI 2,814302.5K $1.09 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 2,736294.1K $0.08 %0.02 %as of Mar 31, 2026 ↗
GRANDEUR PEAK GLOBAL REACH FUND Grandeur Peak Global Trust 2,624275.8K $0.33 %0.02 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,553268.4K $0.00 %0.02 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 2,550274.1K $0.01 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,533272.3K $0.00 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 2,515264.4K $0.03 %0.02 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 2,502263K $0.00 %0.02 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 2,500268.8K $0.01 %0.02 %as of Mar 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,456248K $0.10 %0.02 %as of Feb 28, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 2,403258.3K $0.03 %0.02 %as of Mar 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,386240.9K $0.13 %0.02 %as of Feb 28, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 2,365248.6K $0.01 %0.02 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 2,327250.2K $0.12 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 2,315248.9K $0.00 %0.02 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 2,300247.3K $0.04 %0.02 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,267238.3K $0.00 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,258237.4K $0.00 %0.02 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 1,963211K $0.02 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 1,949209.5K $0.03 %0.02 %as of Mar 31, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 1,892191.1K $0.05 %0.02 %as of Feb 28, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 1,863200.3K $0.05 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 1,759189.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 1,561164.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 1,504151.9K $0.03 %0.01 %as of Feb 28, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,437154.5K $0.03 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 1,424153.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 1,313141.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,308140.6K $0.08 %0.01 %as of Mar 31, 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
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 4.41 %as of Apr 30, 2026 ↗
Wasatch Micro Cap Fund WASATCH FUNDS TRUST 4.35 %as of Mar 31, 2026 ↗
Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST 2.04 %as of Mar 31, 2026 ↗
GRANDEUR PEAK GLOBAL MICROCAP FUND Grandeur Peak Global Trust 1.37 %as of Apr 30, 2026 ↗
First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI 1.09 %as of Mar 31, 2026 ↗
First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI 1.06 %as of Mar 31, 2026 ↗
Even Herd Long Short ETF Tidal Trust II 1.00 %as of Mar 31, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 0.59 %as of Mar 31, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 0.59 %as of Mar 31, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 0.50 %as of Apr 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
2026Q2170-42,026,682-0.0 %
2026Q117402,026,947-3.2 %
2025Q4174-12,093,378+1.9 %
2025Q3175-42,053,633-0.8 %
2025Q2179+152,069,974+2.8 %
2025Q1164+12,014,144-1.5 %
2024Q4163+32,045,182+1.4 %
2024Q3160+32,017,124+3.7 %
2024Q2157+11,944,663-0.2 %
2024Q1156+41,949,149+5.8 %
2023Q41521,841,942

Institutional managers

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

ManagerSharesValue
Mawer Investment Management Ltd.725,21478M $as of Mar 31, 2026
BlackRock, Inc.550,34659.2M $as of Mar 31, 2026
WASATCH ADVISORS LP344,04637M $as of Mar 31, 2026
Copeland Capital Management, LLC304,64732.7M $as of Mar 31, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C.268,72728.9M $as of Mar 31, 2026
STATE STREET CORP266,27428.6M $as of Mar 31, 2026
Ampfield Management, L.P.233,21625.1K $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC229,92324.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC224,80224.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP200,80721.6M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP162,34617.5M $as of Mar 31, 2026
GW&K Investment Management, LLC145,41615.6K $as of Mar 31, 2026
Langdon Equity Partners140,34615.1M $as of Mar 31, 2026
MORGAN STANLEY132,70214.3M $as of Mar 31, 2026
NORTHERN TRUST CORP118,94812.8M $as of Mar 31, 2026
Gator Capital Management, LLC98,34610.6M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/87,5309.4M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.76,6577.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC71,9677.7M $as of Mar 31, 2026
Granite Investment Partners, LLC61,3346.6M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC56,0006M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC55,4736M $as of Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC51,0105.5M $as of Mar 31, 2026
FIRST MANHATTAN CO. LLC.48,1705.2M $as of Mar 31, 2026
Russell Investments Group, Ltd.40,1434.3M $as of Mar 31, 2026
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Titelia. "Funds holding Esquire Financial Holdings Inc". https://titelia.com/en/stocks/esquire-financial-holdings-inc-US29667J1016