Funds holding Finance Of America Cos Inc
ISIN US31738L2060 · United States
- Fund holders
- 111
- Of which ETFs
- 18 93 other funds
- Value held
- 26.1M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 209,400 | 5.8M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 145,606 | 2.9M $ | 0.01 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 137,682 | 3.8M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 63,594 | 1.8M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 44,482 | 1.2M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 41,089 | 934.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 27,357 | 545K $ | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 26,028 | 592.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 22,930 | 456.8K $ | 0.00 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 19,293 | 438.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 17,367 | 346K $ | 0.03 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 17,359 | 394.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 16,821 | 462.9K $ | 0.17 % | as of Jun 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 15,996 | 363.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 13,355 | 367.5K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 12,844 | 353.5K $ | 0.24 % | as of Jun 30, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 11,493 | 316.3K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 10,889 | 216.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 10,661 | 242.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,961 | 226.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 9,798 | 222.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 9,714 | 267.3K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,768 | 199.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 8,131 | 162K $ | 0.01 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 8,055 | 160.5K $ | 0.01 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 7,773 | 154.8K $ | 0.00 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 7,691 | 211.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 7,560 | 172K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 7,539 | 207.5K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 6,736 | 185.4K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 6,010 | 136.7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 5,723 | 130.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 5,221 | 143.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 5,193 | 142.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 4,432 | 122K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,391 | 120.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 4,261 | 96.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 3,654 | 100.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,500 | 96.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,491 | 69.5K $ | 0.01 % | as of May 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 2,701 | 61.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 2,208 | 60.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 2,189 | 43.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,122 | 48.3K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 1,900 | 52.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 1,839 | 41.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 1,805 | 36K $ | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 1,769 | 40.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,718 | 39.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 1,663 | 37.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,624 | 36.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,496 | 34K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 1,465 | 40.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 1,445 | 32.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 1,323 | 36.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 1,233 | 33.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 1,208 | 33.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 1,200 | 33K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 1,052 | 29K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 1,048 | 28.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,008 | 22.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 985 | 22.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 970 | 22.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 901 | 24.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 892 | 20.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 889 | 24.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 871 | 17.4K $ | 0.01 % | as of May 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 814 | 18.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 798 | 22K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 712 | 19.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 706 | 19.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 700 | 13.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 674 | 18.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 674 | 15.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 613 | 13.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 571 | 15.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 560 | 11.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 555 | 12.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 505 | 11.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 500 | 13.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 453 | 12.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 450 | 12.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 409 | 8.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 402 | 9.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 399 | 7.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 368 | 10.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 366 | 10.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 328 | 7.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 317 | 8.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 303 | 8.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 211 | 4.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 207 | 5.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 200 | 5.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 167 | 3.3K $ | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 165 | 3.3K $ | 0.00 % | as of May 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 163 | 4.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 163 | 3.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 128 | 3.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 107 | 2.4K $ | as of Jul 31, 2026 ↗ | |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 63 | 1.7K $ | 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 | |
|---|---|---|
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.24 % | as of Jun 30, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 0.17 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 0.12 % | as of Jun 30, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 0.07 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 0.03 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 0.02 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 0.02 % | as of Jul 31, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 0.02 % | 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 | 111 | 0 | 1,055,287 | +4.4 % |
| 2026Q2 | 111 | +6 | 1,011,034 | +3.6 % |
| 2026Q1 | 105 | +10 | 976,256 | +10.2 % |
| 2025Q4 | 95 | +19 | 885,589 | +10.7 % |
| 2025Q3 | 76 | +42 | 800,160 | +51.1 % |
| 2025Q2 | 34 | +14 | 529,411 | +44.2 % |
| 2025Q1 | 20 | +12 | 367,146 | +53.3 % |
| 2024Q4 | 8 | 239,549 |
Institutional managers
67 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| COOPERMAN LEON G | 1,286,068 | 21.3M $ | as of Mar 31, 2026 |
| Beach Point Capital Management LP | 927,837 | 15.4M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 288,279 | 4.8M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 160,600 | 2.7M $ | as of Mar 31, 2026 |
| BRIGADE CAPITAL MANAGEMENT, LP | 157,000 | 2.6M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 115,444 | 1.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 111,226 | 1.8M $ | as of Mar 31, 2026 |
| Purpose Unlimited Inc. | 110,021 | 1.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 102,061 | 1.7M $ | as of Mar 31, 2026 |
| RBF Capital, LLC | 93,000 | 1.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 84,849 | 1.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 73,476 | 1.2M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 70,679 | 1.2M $ | as of Mar 31, 2026 |
| Prescott Group Capital Management, L.L.C. | 56,206 | 933K $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 49,707 | 825.1K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,560 | 723.1K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 40,781 | 654.5K $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 37,273 | 618.7K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 34,032 | 564.9K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 27,774 | 461K $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 27,508 | 456.6K $ | as of Mar 31, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | 26,050 | 432.4K $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 25,289 | 419.8K $ | as of Mar 31, 2026 |
| UBS Group AG | 24,229 | 402.2K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 23,891 | 396.6K $ | as of Mar 31, 2026 |
Declared shareholders of Finance Of America Cos Inc
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 | |
|---|---|---|---|
| Bloom Retirement Holdings Inc. and 1 other | 9.49 % | 1,481,039 | as of Aug 5, 2026 · SCHEDULE 13D |
Cite this page
Titelia. "Funds holding Finance Of America Cos Inc". https://titelia.com/en/stocks/finance-of-america-cos-inc-US31738L2060