Funds holding Finward Bancorp
ISIN US31812F1093 · United States
- Fund holders
- 92
- Of which ETFs
- 17 75 other funds
- Value held
- 16.2M $
- Share of capital
- 10.5 % of 4.3M shares on Aug 7, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 111,889 | 4.1M $ | 0.00 % | 2.58 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 64,319 | 2.3M $ | 0.00 % | 1.48 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 45,935 | 1.7M $ | 0.00 % | 1.06 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 32,282 | 1M $ | 0.00 % | 0.75 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 28,841 | 1M $ | 0.01 % | 0.67 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 19,684 | 735.4K $ | 0.00 % | 0.45 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 16,937 | 632.8K $ | 0.00 % | 0.39 % | as of Feb 28, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 11,300 | 410.2K $ | 0.05 % | 0.26 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 8,765 | 318.2K $ | 0.03 % | 0.20 % | as of Mar 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 8,176 | 263.1K $ | 0.00 % | 0.19 % | as of Apr 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 7,026 | 226.1K $ | 0.02 % | 0.16 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 6,466 | 241.6K $ | 0.00 % | 0.15 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 5,946 | 215.8K $ | 0.00 % | 0.14 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 5,331 | 193.5K $ | 0.23 % | 0.12 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 5,157 | 192.7K $ | 0.00 % | 0.12 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 5,104 | 164.2K $ | 0.00 % | 0.12 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 4,543 | 169.7K $ | 0.00 % | 0.10 % | as of Feb 28, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 4,500 | 163.4K $ | 0.01 % | 0.10 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 4,346 | 139.9K $ | 0.00 % | 0.10 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 4,151 | 150.7K $ | 0.01 % | 0.10 % | as of Mar 31, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 3,100 | 112.5K $ | 0.02 % | 0.07 % | as of Mar 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,970 | 95.6K $ | 0.00 % | 0.07 % | as of Apr 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 2,882 | 104.6K $ | 0.00 % | 0.07 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,561 | 93K $ | 0.00 % | 0.06 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,497 | 93.3K $ | 0.01 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 2,128 | 68.5K $ | 0.00 % | 0.05 % | as of Apr 30, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,100 | 76.2K $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 2,064 | 77.1K $ | 0.00 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 1,974 | 73.7K $ | 0.00 % | 0.05 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 1,917 | 69.6K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 1,806 | 58.1K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 1,583 | 57.5K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 1,530 | 49.2K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,450 | 46.7K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 1,436 | 52.1K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 1,396 | 52.2K $ | 0.00 % | 0.03 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,270 | 40.9K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 1,200 | 43.6K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,023 | 32.9K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,002 | 32.2K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 872 | 28.1K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 861 | 32.2K $ | 0.01 % | 0.02 % | as of Feb 28, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 837 | 26.9K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 776 | 28.2K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 709 | 25.7K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 707 | 25.7K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 664 | 24.1K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 552 | 17.8K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 528 | 17K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 522 | 18.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 505 | 16.3K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 504 | 18.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 503 | 18.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 500 | 18.7K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 400 | 12.9K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 390 | 12.6K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 365 | 11.7K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 359 | 13K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 356 | 11.5K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 350 | 12.7K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 325 | 11.8K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 313 | 11.7K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 308 | 11.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 306 | 9.8K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 303 | 11K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 301 | 10.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 284 | 10.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 280 | 9K $ | 0.01 % | as of Apr 30, 2026 ↗ | |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 256 | 8.2K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 214 | 8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 209 | 7.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 162 | 5.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 148 | 5.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 148 | 5.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 140 | 4.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 117 | 4.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 100 | 3.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 90 | 3.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 84 | 3.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 82 | 3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 80 | 2.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 80 | 2.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 39 | 1.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 17 | 617.1 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 11 | 399.3 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 9 | 326.7 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 8 | 290.4 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 6 | 193.1 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 5 | 181.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 4 | 149.4 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 1 | 37.4 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 1 | 36.3 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.23 % | as of Mar 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.03 % | as of Mar 31, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 0.02 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 0.01 % | as of Feb 28, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 0.01 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 92 | +8 | 454,278 | +9.5 % |
| 2026Q1 | 84 | +9 | 414,757 | +4.6 % |
| 2025Q4 | 75 | +11 | 396,450 | +5.7 % |
| 2025Q3 | 64 | +39 | 375,029 | +63.4 % |
| 2025Q2 | 25 | +1 | 229,470 | -0.4 % |
| 2025Q1 | 24 | +1 | 230,379 | +1.3 % |
| 2024Q4 | 23 | +2 | 227,390 | +2.8 % |
| 2024Q3 | 21 | +1 | 221,126 | +7.4 % |
| 2024Q2 | 20 | +3 | 205,871 | +4.1 % |
| 2024Q1 | 17 | +2 | 197,732 | +4.3 % |
| 2023Q4 | 15 | 189,546 |
Institutional managers
72 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 413,735 | 14.6M $ | as of Mar 31, 2026 |
| PL Capital Advisors, LLC | 395,716 | 14.4M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 160,243 | 5.8M $ | as of Mar 31, 2026 |
| Finward Bancorp | 131,560 | 4.8M $ | as of Mar 31, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | 99,543 | 3.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 80,650 | 2.9M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 55,210 | 2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 54,417 | 2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 49,766 | 1.8M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 45,100 | 1.6M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 44,640 | 1.6M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 40,814 | 1.5K $ | as of Mar 31, 2026 |
| Caldwell Trust Co | 40,430 | 1.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 30,179 | 1.1M $ | as of Mar 31, 2026 |
| RAFFLES ASSOCIATES LP | 26,580 | 964.9K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 24,178 | 877.7K $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 20,046 | 727.7K $ | as of Mar 31, 2026 |
| OLD NATIONAL BANCORP /IN/ | 15,999 | 580.8K $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 15,790 | 573.2K $ | as of Mar 31, 2026 |
| Black Maple Capital Management LP | 14,678 | 532.8K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 12,182 | 442.2K $ | as of Mar 31, 2026 |
| Mesirow Financial Investment Management, Inc. | 10,667 | 387.2K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9,982 | 362.3K $ | as of Mar 31, 2026 |
| Fiduciary Trust Co | 9,690 | 351.7K $ | as of Mar 31, 2026 |
| UBS Group AG | 9,438 | 342.6K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Finward Bancorp". https://titelia.com/en/stocks/finward-bancorp-US31812F1093