Titelia

Funds holding Financial Institutions Inc

ISIN US3175854047 · United States

Fund holders
193
Of which ETFs
37 156 other funds
Value held
160.9M $
Share of capital
25.2 % of 19.7M shares on Jul 28, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 595,01418.9M $0.00 %3.02 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 480,05415.2M $0.02 %2.44 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 219,3627M $0.01 %1.11 %as of Mar 31, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 197,2356.7M $0.04 %1.00 %as of Apr 30, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 195,1656.6M $0.02 %0.99 %as of Apr 30, 2026
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 193,3656.1M $0.92 %0.98 %as of Feb 28, 2026
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 191,0616.1M $0.16 %0.97 %as of Mar 31, 2026
iShares Russell 2000 Value ETF iShares Trust 167,9995.3M $0.04 %0.85 %as of Mar 31, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 127,3814.3M $0.03 %0.65 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 105,5333.3M $0.01 %0.54 %as of Feb 28, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 100,3083.4M $0.03 %0.51 %as of Apr 30, 2026
RMB Mendon Financial Services Fund RMB Investors Trust 100,0003.2M $1.39 %0.51 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 98,4833.1M $0.02 %0.50 %as of Feb 28, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 97,9393.1M $0.01 %0.50 %as of Feb 28, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 86,6563M $0.02 %0.44 %as of Apr 30, 2026
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 80,7652.6M $0.38 %0.41 %as of Mar 31, 2026
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 71,5422.3M $0.06 %0.36 %as of Mar 31, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 70,1742.4M $0.03 %0.36 %as of Apr 30, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 70,0002.2M $0.18 %0.36 %as of Mar 31, 2026
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 68,3022.3M $0.10 %0.35 %as of Apr 30, 2026
JPMorgan Small Cap Value Fund JPMorgan Trust II 66,9442.1M $0.19 %0.34 %as of Mar 31, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 64,6302.2M $0.02 %0.33 %as of Apr 30, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 57,4292M $0.03 %0.29 %as of Apr 30, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 51,3511.6M $0.20 %0.26 %as of Mar 31, 2026
iShares Micro-Cap ETF iShares Trust 49,5701.6M $0.13 %0.25 %as of Mar 31, 2026
JPMorgan U.S. Small Company Fund JPMorgan Trust I 45,2011.4M $0.16 %0.23 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 44,7321.4M $0.06 %0.23 %as of Feb 28, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 42,7281.5M $0.02 %0.22 %as of Apr 30, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 40,1671.4M $0.00 %0.20 %as of Apr 30, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 38,5391.2M $0.00 %0.20 %as of Mar 31, 2026
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 37,0451.2M $0.05 %0.19 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 36,4851.1M $0.00 %0.19 %as of Feb 28, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 36,1011.1M $0.00 %0.18 %as of Feb 28, 2026
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 34,4001.2M $0.18 %0.17 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 33,3771.1M $0.05 %0.17 %as of Mar 31, 2026
Master Small Cap Index Series Quantitative Master Series LLC 32,5581M $0.02 %0.17 %as of Mar 31, 2026
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 31,9031M $0.01 %0.16 %as of Feb 28, 2026
SmallCap Value Fund II Principal Funds, Inc 31,7851.1M $0.09 %0.16 %as of Apr 30, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 29,131992.5K $0.00 %0.15 %as of Apr 30, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 28,787980.8K $0.00 %0.15 %as of Apr 30, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 24,402773.8K $0.04 %0.12 %as of Mar 31, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 24,345829.4K $0.02 %0.12 %as of Apr 30, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 23,480744.6K $0.04 %0.12 %as of Mar 31, 2026
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 23,452735.9K $0.09 %0.12 %as of Feb 28, 2026
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 21,300725.7K $0.18 %0.11 %as of Apr 30, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 21,213722.7K $0.03 %0.11 %as of Apr 30, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 21,079668.4K $0.02 %0.11 %as of Mar 31, 2026
Victory Integrity Discovery Fund Victory Portfolios 20,500650.1K $0.95 %0.10 %as of Mar 31, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 19,680624.1K $0.00 %0.10 %as of Mar 31, 2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 18,700586.8K $0.05 %0.09 %as of Feb 28, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 18,595583.5K $0.07 %0.09 %as of Feb 28, 2026
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 18,415583.9K $0.02 %0.09 %as of Mar 31, 2026
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 17,985570.3K $0.18 %0.09 %as of Mar 31, 2026
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 16,319556K $0.11 %0.08 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 14,774463.6K $0.04 %0.07 %as of Feb 28, 2026
Small Cap Value Fund VALIC Co I 14,517455.5K $0.18 %0.07 %as of Feb 28, 2026
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 14,200450.3K $0.08 %0.07 %as of Mar 31, 2026
WisdomTree U.S. High Dividend Fund WisdomTree Trust 13,875440K $0.03 %0.07 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13,233450.8K $0.01 %0.07 %as of Apr 30, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 12,266384.9K $0.00 %0.06 %as of Feb 28, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 11,707398.9K $0.04 %0.06 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 11,078351.3K $0.00 %0.06 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 10,949373K $0.00 %0.06 %as of Apr 30, 2026
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 10,886345.2K $0.00 %0.06 %as of Mar 31, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 10,860344.4K $0.02 %0.06 %as of Mar 31, 2026
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 10,663363.3K $0.00 %0.05 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 9,964316K $0.00 %0.05 %as of Mar 31, 2026
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,939315.2K $0.16 %0.05 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 9,846312.2K $0.05 %0.05 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 9,729305.3K $0.00 %0.05 %as of Feb 28, 2026
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 9,620327.8K $0.26 %0.05 %as of Apr 30, 2026
Small Cap Index Fund Northern Funds 9,467300.2K $0.02 %0.05 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 9,261315.5K $0.00 %0.05 %as of Apr 30, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 8,921303.9K $0.00 %0.05 %as of Apr 30, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 8,748277.4K $0.00 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 8,504289.7K $0.02 %0.04 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 8,275259.7K $0.02 %0.04 %as of Feb 28, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,034273.7K $0.03 %0.04 %as of Apr 30, 2026
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 7,674243.3K $0.00 %0.04 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,567239.9K $0.01 %0.04 %as of Mar 31, 2026
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 7,556239.6K $0.08 %0.04 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,290248.4K $0.01 %0.04 %as of Apr 30, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 7,240229.6K $0.01 %0.04 %as of Mar 31, 2026
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 7,123242.7K $0.00 %0.04 %as of Apr 30, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 7,097225K $0.31 %0.04 %as of Mar 31, 2026
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 6,900235.1K $0.01 %0.04 %as of Apr 30, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 6,769214.6K $0.00 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 6,714212.9K $0.02 %0.03 %as of Mar 31, 2026
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 6,518206.7K $0.07 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 6,480205.5K $0.01 %0.03 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 6,360216.7K $0.00 %0.03 %as of Apr 30, 2026
Avantis U.S. Equity ETF American Century ETF Trust 6,255196.3K $0.00 %0.03 %as of Feb 28, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 5,934188.2K $0.02 %0.03 %as of Mar 31, 2026
Small-Cap Value Portfolio PACIFIC SELECT FUND 5,918187.7K $0.05 %0.03 %as of Mar 31, 2026
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 5,374170.4K $0.04 %0.03 %as of Mar 31, 2026
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 5,190176.8K $0.01 %0.03 %as of Apr 30, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,106174K $0.03 %0.03 %as of Apr 30, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 4,909155.7K $0.02 %0.02 %as of Mar 31, 2026
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 4,752150.7K $0.00 %0.02 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 4,676148.3K $0.00 %0.02 %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
RMB Mendon Financial Services Fund RMB Investors Trust 1.39 %as of Mar 31, 2026
Victory Integrity Discovery Fund Victory Portfolios 0.95 %as of Mar 31, 2026
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 0.92 %as of Feb 28, 2026
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 0.40 %as of Mar 31, 2026
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 0.38 %as of Mar 31, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.31 %as of Mar 31, 2026
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 0.26 %as of Apr 30, 2026
Eventide Small Cap ETF Strategy Shares 0.23 %as of Apr 30, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 0.20 %as of Mar 31, 2026
JPMorgan Small Cap Value Fund JPMorgan Trust II 0.19 %as of Mar 31, 2026

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q2193+154,974,975+3.6 %
2026Q1178-84,802,845-4.3 %
2025Q4186-55,020,510-6.4 %
2025Q3191-15,361,997+2.0 %
2025Q2192+75,255,726+12.0 %
2025Q118504,693,231+6.7 %
2024Q4185+74,399,090+5.0 %
2024Q3178-164,188,724-1.1 %
2024Q2194+64,235,018+2.7 %
2024Q1188-54,124,507-0.5 %
2023Q41934,143,795

Institutional managers

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

ManagerSharesValue
PL Capital Advisors, LLC1,816,10257.6M $as of Mar 31, 2026
BlackRock, Inc.1,478,07246.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP957,66730.4M $as of Mar 31, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.948,44130.1M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP900,49328.6M $as of Mar 31, 2026
STATE STREET CORP579,11918.5M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC568,69618M $as of Mar 31, 2026
Ategra Capital Management, LLC564,10017.9M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC554,60417.6K $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC349,02811.1M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP274,7408.7M $as of Mar 31, 2026
MORGAN STANLEY260,7278.3M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.253,2267.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC245,1757.8M $as of Mar 31, 2026
JPMORGAN CHASE & CO242,9217.5M $as of Mar 31, 2026
Hillsdale Investment Management Inc.233,0807.4M $as of Mar 31, 2026
ProShare Advisors LLC204,2566.5M $as of Mar 31, 2026
UBS Group AG203,0366.4M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC202,9316.4M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC202,3026.4M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC171,3405.4M $as of Mar 31, 2026
NORTHERN TRUST CORP165,5195.2M $as of Mar 31, 2026
LSV ASSET MANAGEMENT163,9005.2K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC160,1815.1M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC158,0105M $as of Mar 31, 2026

Declared shareholders of Financial Institutions 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.

ShareholderDeclared stakeShares
Wellington Management Group LLP and 2 others4.60 %900,493as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding Financial Institutions Inc". https://titelia.com/en/stocks/financial-institutions-inc-US3175854047