Funds holding Esquire Financial Holdings Inc
170 funds declare a position · 41 ETFs and 129 other funds · 213.9M $ · US29667J1016
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 227,839 | 24.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | Wasatch Micro Cap Fund WASATCH FUNDS TRUST | 227,160 | 24.4M $ | 4.35 % | as of Mar 31, 2026 · Original filing |
| 3 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 182,052 | 18.4M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 4 | iShares Russell 2000 ETF iShares Trust | 176,611 | 19M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 5 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 95,671 | 10.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 75,339 | 8.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 7 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 71,439 | 7.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 8 | Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST | 60,882 | 6.5M $ | 2.04 % | as of Mar 31, 2026 · Original filing |
| 9 | iShares Russell 2000 Growth ETF iShares Trust | 58,682 | 6.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 10 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 36,826 | 3.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 11 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 35,901 | 3.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 12 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 35,456 | 3.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 13 | Royce Small-Cap Total Return Fund ROYCE FUND | 35,197 | 3.8M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 14 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 32,353 | 3.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 15 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 30,034 | 3.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 16 | Royce Small-Cap Fund ROYCE FUND | 29,440 | 3.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 17 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 28,735 | 3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 18 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 19,373 | 2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 19 | Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST | 18,513 | 1.9M $ | 4.41 % | as of Apr 30, 2026 · Original filing |
| 20 | VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 18,494 | 1.9M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 21 | iShares Micro-Cap ETF iShares Trust | 18,311 | 2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 22 | Royce Micro-Cap Fund ROYCE FUND | 17,778 | 1.9M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 23 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 17,657 | 1.8M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 24 | Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 17,460 | 1.8M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| 25 | Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 17,324 | 1.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 26 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 16,100 | 1.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 27 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 15,819 | 1.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 28 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 15,168 | 1.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 29 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 14,445 | 1.5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 30 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 14,056 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 31 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 12,821 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 32 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 12,343 | 1.2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 33 | Master Small Cap Index Series Quantitative Master Series LLC | 12,203 | 1.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 34 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 12,105 | 1.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 35 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,699 | 1.2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 36 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 11,657 | 1.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 37 | U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,992 | 1.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 38 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 10,934 | 1.1M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 39 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 10,217 | 1.1M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 40 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 9,583 | 967.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 41 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 9,456 | 954.9K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 42 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 8,879 | 933.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 43 | Nuveen Equity Index Fund TIAA-CREF Funds | 8,656 | 909.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 44 | Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 8,174 | 859.3K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 45 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 7,432 | 798.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 46 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 7,007 | 753.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 47 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,627 | 669.2K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 48 | GRANDEUR PEAK GLOBAL MICROCAP FUND Grandeur Peak Global Trust | 5,866 | 616.6K $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| 49 | Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 5,656 | 608K $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 50 | First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI | 5,554 | 597.1K $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| 51 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 5,508 | 592.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 52 | Even Herd Long Short ETF Tidal Trust II | 5,307 | 570.5K $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| 53 | Barrons 400 ETF ALPS ETF TRUST | 5,020 | 506.9K $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 54 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,000 | 537.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 55 | AQR Small Cap Momentum Style Fund AQR Funds | 4,882 | 524.8K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 56 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 4,745 | 479.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 57 | Dunham Small Cap Value Fund Dunham Funds | 4,532 | 476.4K $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| 58 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,374 | 470.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 59 | Avantis U.S. Equity ETF American Century ETF Trust | 4,309 | 435.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 60 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 4,219 | 453.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 61 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 3,900 | 393.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 62 | EQ/Small Company Index Portfolio EQ Advisors Trust | 3,590 | 385.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 63 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 3,401 | 357.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 64 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 3,256 | 342.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 65 | Small Cap Index Fund Northern Funds | 3,243 | 348.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 66 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 3,206 | 344.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 67 | Global X Russell 2000 ETF GLOBAL X FUNDS | 3,166 | 332.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 68 | Small Cap Dividend Fund American Century Capital Portfolios, Inc. | 3,053 | 328.2K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 69 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 3,020 | 324.7K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 70 | VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 2,978 | 300.7K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 71 | Small Cap Index Fund VALIC Co I | 2,950 | 297.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 72 | First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI | 2,814 | 302.5K $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| 73 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 2,736 | 294.1K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 74 | GRANDEUR PEAK GLOBAL REACH FUND Grandeur Peak Global Trust | 2,624 | 275.8K $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 75 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,553 | 268.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 76 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 2,550 | 274.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 77 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 2,533 | 272.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 78 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 2,515 | 264.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 79 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 2,502 | 263K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 80 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 2,500 | 268.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 81 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,456 | 248K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 82 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 2,403 | 258.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 83 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,386 | 240.9K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 84 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 2,365 | 248.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 85 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 2,327 | 250.2K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 86 | iShares Russell 3000 ETF iShares Trust | 2,315 | 248.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 87 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 2,300 | 247.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 88 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,267 | 238.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 89 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,258 | 237.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 90 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 1,963 | 211K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 91 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 1,949 | 209.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 92 | VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND | 1,892 | 191.1K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 93 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 1,863 | 200.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 94 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 1,759 | 189.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 95 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 1,561 | 164.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 96 | VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 1,504 | 151.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 97 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,437 | 154.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 98 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 1,424 | 153.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 99 | Small Cap Index Trust John Hancock Variable Insurance Trust | 1,313 | 141.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 100 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,308 | 140.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
Institutional managers
159 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Mawer Investment Management Ltd. | 725,214 | 78M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 550,346 | 59.2M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 344,046 | 37M $ | as of Mar 31, 2026 |
| Copeland Capital Management, LLC | 304,647 | 32.7M $ | as of Mar 31, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 268,727 | 28.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 266,274 | 28.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 229,923 | 24.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 224,802 | 24.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 200,807 | 21.6M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 162,346 | 17.5M $ | as of Mar 31, 2026 |
| Langdon Equity Partners | 140,346 | 15.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 132,702 | 14.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 118,948 | 12.8M $ | as of Mar 31, 2026 |
| Gator Capital Management, LLC | 98,346 | 10.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 87,530 | 9.4M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 76,657 | 7.8M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 71,967 | 7.7M $ | as of Mar 31, 2026 |
| Granite Investment Partners, LLC | 61,334 | 6.6M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 56,000 | 6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 55,473 | 6M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 51,010 | 5.5M $ | as of Mar 31, 2026 |
| FIRST MANHATTAN CO. LLC. | 48,170 | 5.2M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 40,143 | 4.3M $ | as of Mar 31, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | 38,037 | 4.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 36,036 | 3.9M $ | as of Mar 31, 2026 |