Funds holding Finward Bancorp
ISIN US31812F1093 · United States
- Fund holders
- 48
- Of which ETFs
- 14 34 other funds
- Value held
- 10.6M $
- Share of capital
- 6.6 % 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 Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 45,782 | 1.7M $ | 0.00 % | 1.06 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 17,493 | 576.9K $ | 0.00 % | 0.40 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 17,219 | 567.9K $ | 0.00 % | 0.40 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 11,927 | 438.7K $ | 0.03 % | 0.28 % | as of Jun 30, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 11,300 | 415.6K $ | 0.05 % | 0.26 % | as of Jun 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 6,900 | 306.8K $ | 0.02 % | 0.16 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 6,466 | 213.2K $ | 0.00 % | 0.15 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 5,650 | 186.3K $ | 0.00 % | 0.13 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 5,104 | 226.9K $ | 0.00 % | 0.12 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 4,543 | 149.8K $ | 0.00 % | 0.10 % | as of May 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 4,500 | 165.5K $ | 0.01 % | 0.10 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 4,100 | 135.2K $ | 0.01 % | 0.09 % | as of May 31, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 3,100 | 114K $ | 0.02 % | 0.07 % | as of Jun 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,970 | 132K $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,617 | 86.3K $ | 0.01 % | 0.06 % | as of May 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,561 | 94.2K $ | 0.00 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 2,178 | 96.8K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 2,064 | 68.1K $ | 0.00 % | 0.05 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 1,974 | 65.1K $ | 0.00 % | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 1,917 | 70.5K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 1,806 | 80.3K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,450 | 64.5K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 1,436 | 52.8K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 1,396 | 46K $ | 0.00 % | 0.03 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,270 | 56.5K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,002 | 44.5K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 872 | 38.8K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 837 | 37.2K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 770 | 28.3K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 634 | 20.9K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 552 | 24.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 528 | 23.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 505 | 22.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 434 | 19.3K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 365 | 16.2K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 356 | 15.8K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 313 | 10.3K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 301 | 11.1K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 280 | 12.4K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 162 | 5.3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 140 | 6.2K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 126 | 4.2K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 124 | 4.1K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 90 | 3.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 84 | 2.8K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 3 | 98.9 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 1 | 33 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 0.05 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.03 % | as of Jun 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 0.02 % | as of Jul 31, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 0.01 % | as of May 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 0.01 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 48 | -44 | 288,091 | -36.6 % |
| 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 table shows the 25 largest.
| 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 |
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