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.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 595,014 | 18.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 480,054 | 15.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 219,362 | 7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 4 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 197,235 | 6.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 5 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 195,165 | 6.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 6 | ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 193,365 | 6.1M $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| 7 | 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 |
| 8 | iShares Russell 2000 Value ETF iShares Trust | 167,999 | 5.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 9 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 127,381 | 4.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 10 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 105,533 | 3.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 11 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 100,308 | 3.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 12 | RMB Mendon Financial Services Fund RMB Investors Trust | 100,000 | 3.2M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| 13 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 98,483 | 3.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 14 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 97,939 | 3.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 15 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 86,656 | 3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 16 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 80,765 | 2.6M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 17 | Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 71,542 | 2.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 18 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 70,174 | 2.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 19 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 70,000 | 2.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 20 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 68,302 | 2.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 21 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 66,944 | 2.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 22 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 64,630 | 2.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 23 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 57,429 | 2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 24 | 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 |
| 25 | iShares Micro-Cap ETF iShares Trust | 49,570 | 1.6M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 26 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 45,201 | 1.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 27 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 44,732 | 1.4M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 28 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 42,728 | 1.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 29 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 40,167 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 30 | 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 |
| 31 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 37,045 | 1.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 32 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 36,485 | 1.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 33 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 36,101 | 1.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 34 | LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 34,400 | 1.2M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 35 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 33,377 | 1.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 36 | Master Small Cap Index Series Quantitative Master Series LLC | 32,558 | 1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 37 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 31,903 | 1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 38 | SmallCap Value Fund II Principal Funds, Inc | 31,785 | 1.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 39 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 29,131 | 992.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 40 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 28,787 | 980.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 41 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 24,402 | 773.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 42 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 24,345 | 829.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 43 | AST Small-Cap Equity Portfolio Advanced Series Trust | 23,480 | 744.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 44 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 23,452 | 735.9K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 45 | PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 21,300 | 725.7K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 46 | 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 |
| 47 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 21,079 | 668.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 48 | Victory Integrity Discovery Fund Victory Portfolios | 20,500 | 650.1K $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 49 | 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 |
| 50 | 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 |
| 51 | 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 |
| 52 | Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 18,415 | 583.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 53 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 17,985 | 570.3K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 54 | Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 16,319 | 556K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 55 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 14,774 | 463.6K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 56 | Small Cap Value Fund VALIC Co I | 14,517 | 455.5K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 57 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 14,200 | 450.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 58 | WisdomTree U.S. High Dividend Fund WisdomTree Trust | 13,875 | 440K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 59 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,233 | 450.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 60 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 12,266 | 384.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 61 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 11,707 | 398.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 62 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 11,078 | 351.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 63 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 10,949 | 373K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 64 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 10,886 | 345.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 65 | EQ/Small Company Index Portfolio EQ Advisors Trust | 10,860 | 344.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 66 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 10,663 | 363.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 67 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 9,964 | 316K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 68 | LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,939 | 315.2K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 69 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 9,846 | 312.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 70 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 9,729 | 305.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 71 | Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 9,620 | 327.8K $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 72 | Small Cap Index Fund Northern Funds | 9,467 | 300.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 73 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 9,261 | 315.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 74 | Nuveen Equity Index Fund TIAA-CREF Funds | 8,921 | 303.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 75 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 8,748 | 277.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 76 | Global X Russell 2000 ETF GLOBAL X FUNDS | 8,504 | 289.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 77 | Small Cap Index Fund VALIC Co I | 8,275 | 259.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 78 | 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 |
| 79 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 7,674 | 243.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 80 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,567 | 239.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 81 | SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 7,556 | 239.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 82 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 7,290 | 248.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 83 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 7,240 | 229.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 84 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 7,123 | 242.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 85 | 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 |
| 86 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 6,900 | 235.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 87 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 6,769 | 214.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 88 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 6,714 | 212.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 89 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 6,518 | 206.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 90 | 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 |
| 91 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 6,360 | 216.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 92 | Avantis U.S. Equity ETF American Century ETF Trust | 6,255 | 196.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 93 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 5,934 | 188.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 94 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 5,918 | 187.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 95 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 5,374 | 170.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 96 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 5,190 | 176.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 97 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,106 | 174K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 98 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 4,909 | 155.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 99 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 4,752 | 150.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 100 | iShares Russell 3000 ETF iShares Trust | 4,676 | 148.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
145 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 | |
|---|---|---|---|
| PL Capital Advisors, LLC | 1,816,102 | 57.6M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,478,072 | 46.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 957,667 | 30.4M $ | as of Mar 31, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 948,441 | 30.1M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 900,493 | 28.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 579,119 | 18.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 568,696 | 18M $ | as of Mar 31, 2026 |
| Ategra Capital Management, LLC | 564,100 | 17.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 349,028 | 11.1M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 274,740 | 8.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 260,727 | 8.3M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 253,226 | 7.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 245,175 | 7.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 242,921 | 7.5M $ | as of Mar 31, 2026 |
| Hillsdale Investment Management Inc. | 233,080 | 7.4M $ | as of Mar 31, 2026 |
| ProShare Advisors LLC | 204,256 | 6.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 203,036 | 6.4M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 202,931 | 6.4M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 202,302 | 6.4M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 171,340 | 5.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 165,519 | 5.2M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 160,181 | 5.1M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 158,010 | 5M $ | as of Mar 31, 2026 |
| CANANDAIGUA NATIONAL CORP | 154,881 | 4.9M $ | as of Mar 31, 2026 |
| Palisades Investment Partners, LLC | 146,504 | 4.7M $ | as of Mar 31, 2026 |