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
Dimensional US Core Equity Market ETF Dimensional ETF Trust 4,600156.7K $0.00 %0.02 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 4,527154.2K $0.00 %0.02 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,928124.6K $0.02 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,861122.4K $0.02 %0.02 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,716117.8K $0.01 %0.02 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 3,512111.4K $0.06 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 3,388107.4K $0.02 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,311112.8K $0.00 %0.02 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,243101.8K $0.01 %0.02 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 3,214101.9K $0.00 %0.02 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,15799.1K $0.04 %0.02 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 3,08197.7K $0.05 %0.02 %as of Mar 31, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 3,07097.3K $0.40 %0.02 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,020102.9K $0.03 %0.02 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,016102.8K $0.01 %0.02 %as of Apr 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 3,01094.5K $0.09 %0.02 %as of Feb 28, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,98794.7K $0.02 %0.02 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 2,98094.5K $0.06 %0.02 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,92199.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 2,88591.5K $0.03 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,71586.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2,48277.9K $0.01 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,44277.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,43777.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,35774.7K $0.02 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,19174.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,18669.3K $0.05 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,11066.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,10271.6K $0.02 %0.01 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,90860.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,89460.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,85558.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 1,77556.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,76460.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
Eventide Small Cap ETF Strategy Shares 1,75959.9K $0.23 %0.01 %as of Apr 30, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,66752.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,61351.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,61254.9K $0.02 %0.01 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,57753.7K $0.00 %0.01 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,54248.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,50647.3K $0.00 %0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,50247.1K $0.04 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,34442.6K $0.02 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,32642K $0.00 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,30641.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,23842.2K $0.00 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,23639.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,22938.6K $0.01 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,22738.5K $0.01 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,20040.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 1,16336.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,05333.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 92531.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 90528.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 86027K $0.02 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 81125.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 76324.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 75223.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 65920.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 64820.3K $0.00 %0.00 %as of Feb 28, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 58018.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 57818.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 52716.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 51316.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 50015.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 46514.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 45514.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 45114.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 43013.6K $0.06 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 39912.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 34010.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 33811.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 2999.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2658.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
American Century Small Cap Growth Insights ETF American Century ETF Trust 2588.1K $0.09 %0.00 %as of Feb 28, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 2528K $0.00 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 2287.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 2227.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 2107.2K $0.09 %0.00 %as of Apr 30, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 2047K $0.00 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 2026.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1896K $0.00 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 1564.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1053.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 1013.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 652.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 491.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 471.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 361.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 28887.9 $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 20627.6 $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 6188.3 $0.02 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 5158.6 $0.01 %0.00 %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