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