Funds holding Financial Institutions Inc
193 funds declare a position · 37 ETFs and 156 other funds · 160.9M $ · US3175854047
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 595,014 | 18.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 480,054 | 15.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 219,362 | 7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 197,235 | 6.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 195,165 | 6.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 193,365 | 6.1M $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 191,061 | 6.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 167,999 | 5.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 127,381 | 4.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 100,308 | 3.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 105,533 | 3.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| RMB Mendon Financial Services Fund RMB Investors Trust | 100,000 | 3.2M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 98,483 | 3.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 97,939 | 3.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 86,656 | 3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 80,765 | 2.6M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 70,174 | 2.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 68,302 | 2.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 71,542 | 2.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 70,000 | 2.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 64,630 | 2.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 66,944 | 2.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 57,429 | 2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 51,351 | 1.6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 49,570 | 1.6M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 42,728 | 1.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 45,201 | 1.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 44,732 | 1.4M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 40,167 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 38,539 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 37,045 | 1.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 34,400 | 1.2M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 36,485 | 1.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 36,101 | 1.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 31,785 | 1.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 33,377 | 1.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 32,558 | 1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 31,903 | 1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 29,131 | 992.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 28,787 | 980.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 24,345 | 829.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 24,402 | 773.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 23,480 | 744.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 23,452 | 735.9K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 21,300 | 725.7K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 21,213 | 722.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 21,079 | 668.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Victory Integrity Discovery Fund Victory Portfolios | 20,500 | 650.1K $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 19,680 | 624.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 18,700 | 586.8K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 18,415 | 583.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 18,595 | 583.5K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 17,985 | 570.3K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 16,319 | 556K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 14,774 | 463.6K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 14,517 | 455.5K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,233 | 450.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 14,200 | 450.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 13,875 | 440K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 11,707 | 398.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 12,266 | 384.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 10,949 | 373K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 10,663 | 363.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 11,078 | 351.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 10,886 | 345.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 10,860 | 344.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 9,620 | 327.8K $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 9,964 | 316K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 9,261 | 315.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,939 | 315.2K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 9,846 | 312.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 9,729 | 305.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 8,921 | 303.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 9,467 | 300.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 8,504 | 289.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 8,748 | 277.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,034 | 273.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 8,275 | 259.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 7,290 | 248.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 7,674 | 243.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 7,123 | 242.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,567 | 239.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 7,556 | 239.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 6,900 | 235.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 7,240 | 229.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 7,097 | 225K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 6,360 | 216.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 6,769 | 214.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 6,714 | 212.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 6,518 | 206.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 6,480 | 205.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 6,255 | 196.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 5,934 | 188.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 5,918 | 187.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 5,190 | 176.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,106 | 174K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 5,374 | 170.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 4,600 | 156.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 4,909 | 155.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 4,527 | 154.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |