Funds holding First Bancorp/Southern Pines NC
ISIN US3189101062 · United States
- Fund holders
- 268
- Of which ETFs
- 64 204 other funds
- Value held
- 1.1B $ 5.7M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 20,759 | 1.2M $ | 0.14 % | as of Apr 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 20,550 | 1.2M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 20,364 | 1.2M $ | 0.13 % | as of Feb 28, 2026 ↗ |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 19,975 | 1.1M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 19,772 | 1.1M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 18,576 | 1M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 18,265 | 1.1M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 18,230 | 1M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 17,521 | 1M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 17,248 | 979.5K $ | 0.19 % | as of Feb 28, 2026 ↗ |
| SBH SMALL CAP CORE FUND Segall Bryant & Hamill Trust | 16,765 | 944.7K $ | 0.99 % | as of Mar 31, 2026 ↗ |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 16,492 | 929.3K $ | 0.31 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 15,905 | 903.2K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 15,568 | 898.9K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Victory Small Cap Stock Fund Victory Portfolios III | 15,200 | 877.6K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 14,973 | 864.5K $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 14,927 | 847.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 14,632 | 824.5K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 14,624 | 824.1K $ | 1.13 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 14,557 | 840.5K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,296 | 825.5K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 14,189 | 799.6K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 14,014 | 789.7K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 13,398 | 755K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 13,393 | 754.7K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 12,976 | 731.2K $ | 0.57 % | as of Mar 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 12,923 | 728.2K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 12,664 | 713.6K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 12,426 | 717.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 12,285 | 709.3K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,220 | 705.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 12,192 | 692.4K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 12,181 | 686.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 11,604 | 670K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 11,461 | 645.8K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 11,214 | 636.8K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 10,864 | 612.2K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 10,768 | 621.7K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 10,565 | 610K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 10,544 | 5.7M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 10,513 | 592.4K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 10,269 | 583.2K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 10,000 | 563.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Virtus Small-Cap Fund Virtus Investment Trust | 9,750 | 549.4K $ | 0.52 % | as of Mar 31, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 9,501 | 535.4K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,897 | 501.3K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 8,130 | 469.4K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 8,009 | 451.3K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,528 | 434.7K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 7,498 | 422.5K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 7,317 | 422.5K $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 7,277 | 410.1K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 7,274 | 409.9K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,711 | 387.5K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 6,615 | 375.7K $ | 0.17 % | as of Feb 28, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 6,241 | 360.4K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 6,156 | 355.4K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 6,047 | 340.7K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 5,621 | 316.7K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,545 | 314.9K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Columbia Global Opportunities Fund Columbia Funds Series Trust II | 5,434 | 313.8K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 5,430 | 306K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 5,281 | 304.9K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 5,119 | 295.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 5,072 | 285.8K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 4,907 | 276.5K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,859 | 273.8K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 4,847 | 275.3K $ | 0.10 % | as of Feb 28, 2026 ↗ |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 4,745 | 267.4K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 4,704 | 267.1K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 4,657 | 268.9K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 4,502 | 253.7K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 4,331 | 250.1K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,235 | 238.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 3,788 | 213.5K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 3,610 | 203.4K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 3,566 | 200.9K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 3,458 | 196.4K $ | 0.16 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 3,390 | 195.7K $ | 1.07 % | as of Apr 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 3,381 | 190.5K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 3,374 | 190.1K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| CapForce IBD Breakout Opportunities ETF Capital Force ETF Trust | 3,276 | 189.2K $ | 1.19 % | as of Apr 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 3,150 | 181.9K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 3,136 | 176.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 3,123 | 180.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 3,102 | 179.1K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 3,093 | 174.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 3,076 | 173.3K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 3,048 | 171.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,046 | 173K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 | 2,997 | 173K $ | 1.39 % | as of Apr 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,800 | 157.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR Small Cap Momentum Style Fund AQR Funds | 2,787 | 157K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,761 | 155.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 2,708 | 156.4K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,640 | 148.8K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 2,566 | 144.6K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 2,565 | 144.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 2,552 | 143.8K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 2,521 | 143.2K $ | 0.61 % | as of Feb 28, 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 | |
|---|---|---|
| Rockefeller US Small Cap Core Fund Trust for Professional Managers | 3.31 % | as of Feb 28, 2026 ↗ |
| WesMark Small Company Fund WesMark Funds | 2.18 % | as of Mar 31, 2026 ↗ |
| WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust | 1.96 % | as of Apr 30, 2026 ↗ |
| PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. | 1.90 % | as of Feb 27, 2026 ↗ |
| Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. | 1.88 % | as of Mar 31, 2026 ↗ |
| Timothy Plan Small Cap Value Fund TIMOTHY PLAN | 1.70 % | as of Mar 31, 2026 ↗ |
| Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust | 1.56 % | as of Mar 31, 2026 ↗ |
| Hartford Schroders US Small Cap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 1.53 % | as of Apr 30, 2026 ↗ |
| SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST | 1.48 % | as of Apr 30, 2026 ↗ |
| Franklin Small Cap Value Fund Franklin Value Investors Trust | 1.40 % | as of Apr 30, 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 |
|---|---|---|---|---|
| 2026Q2 | 267 | +17 | 19,820,588 | +3.0 % |
| 2026Q1 | 250 | +8 | 19,235,750 | -0.8 % |
| 2025Q4 | 242 | +4 | 19,381,515 | +2.0 % |
| 2025Q3 | 238 | +13 | 18,993,089 | +4.1 % |
| 2025Q2 | 225 | +11 | 18,246,871 | +1.7 % |
| 2025Q1 | 214 | -3 | 17,945,683 | +2.0 % |
| 2024Q4 | 217 | +5 | 17,591,016 | +2.1 % |
| 2024Q3 | 212 | -7 | 17,221,753 | -3.1 % |
| 2024Q2 | 219 | -1 | 17,775,973 | +4.6 % |
| 2024Q1 | 220 | -13 | 16,993,381 | +0.6 % |
| 2023Q4 | 233 | 16,895,502 |
Institutional managers
231 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 5,817,501 | 327.8M $ | as of Mar 31, 2026 |
| FMR LLC | 3,640,136 | 205.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,074,716 | 117.4M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 1,771,899 | 99.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,705,538 | 96.1M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,298,753 | 73.2M $ | as of Mar 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | 1,285,239 | 72.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,046,928 | 59M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 986,229 | 55.6M $ | as of Mar 31, 2026 |
| JENNISON ASSOCIATES LLC | 974,221 | 54.9M $ | as of Mar 31, 2026 |
| Boston Partners | 593,325 | 33.4M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 528,120 | 26.8M $ | as of Mar 31, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 500,433 | 27.8M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 482,567 | 27.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 438,123 | 24.7M $ | as of Mar 31, 2026 |
| SEGALL BRYANT & HAMILL, LLC | 429,818 | 24.2M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 392,412 | 22.1M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 356,017 | 20.1M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 340,723 | 19.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 326,321 | 18.4M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 301,310 | 17M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 273,014 | 15.4M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 250,027 | 14.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 214,917 | 12.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 206,171 | 11.6M $ | as of Mar 31, 2026 |
Declared shareholders of First Bancorp/Southern Pines NC
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| FMR LLC and 1 other | 8.80 % | 3,640,136 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.01 % | 2,076,036 | as of Mar 31, 2026 · SCHEDULE 13G |
| STATE STREET CORPORATION | 5.00 % | 2,074,716 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding First Bancorp/Southern Pines NC". https://titelia.com/en/stocks/first-bancorp-southern-pines-nc-US3189101062