Fund shareholders of First Bank/Hamilton NJ
ISIN US31931U1025 · United States · LEI 549300YS4CB1171BRJ08
- Fund shareholders
- 152
- Of which ETFs
- 27 125 other funds
- Value held
- 78.8M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 1,975 | 31.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 1,908 | 28.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 1,815 | 26.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,802 | 28.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,773 | 28.4K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,767 | 26.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,741 | 25.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,706 | 27.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,655 | 26.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,642 | 26.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 1,610 | 25.6K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,600 | 25.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,550 | 24.7K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 1,497 | 24K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,337 | 21.3K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,332 | 19.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,330 | 21.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,230 | 19.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 1,200 | 19.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 1,170 | 18.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,135 | 18.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 1,118 | 17.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 937 | 14.9K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 934 | 13.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 916 | 13.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 814 | 12.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 748 | 11.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 702 | 11.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 603 | 9.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 588 | 8.7K $ | as of Apr 30, 2026 ↗ | |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 562 | 9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 500 | 8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 475 | 7.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 461 | 7.3K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 397 | 6.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 362 | 5.4K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 354 | 5.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 286 | 4.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 244 | 3.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 200 | 3.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 124 | 1.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 110 | 1.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 72 | 1.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 55 | 880 $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 51 | 816 $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 50 | 796 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 39 | 578.8 $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 30 | 480 $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 22 | 350.2 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 16 | 237.4 $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 6 | 96 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 6 | 95.5 $ | 0.01 % | 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 | |
|---|---|---|
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 1.61 % | as of Mar 31, 2026 ↗ |
| Royce Small-Cap Value Fund ROYCE FUND | 1.61 % | as of Mar 31, 2026 ↗ |
| Royce Small-Cap Fund ROYCE FUND | 0.24 % | as of Mar 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 0.19 % | as of Mar 31, 2026 ↗ |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 0.18 % | as of Feb 28, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 0.11 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 0.10 % | as of Apr 30, 2026 ↗ |
| Small Cap Value Fund Northern Funds | 0.10 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.07 % | as of Mar 31, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 0.07 % | 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 | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 152 | +3 | 5,026,585 | +4.4 % |
| 2026Q1 | 149 | +6 | 4,814,917 | -1.6 % |
| 2025Q4 | 143 | 0 | 4,893,672 | +4.9 % |
| 2025Q3 | 143 | +5 | 4,665,993 | +4.6 % |
| 2025Q2 | 138 | +12 | 4,459,600 | +5.9 % |
| 2025Q1 | 126 | +1 | 4,209,388 | +1.2 % |
| 2024Q4 | 125 | +1 | 4,159,268 | +4.1 % |
| 2024Q3 | 124 | 0 | 3,995,230 | +1.7 % |
| 2024Q2 | 124 | +4 | 3,928,234 | +4.1 % |
| 2024Q1 | 120 | +1 | 3,773,537 | +4.6 % |
| 2023Q4 | 119 | 3,608,526 |
Institutional managers
120 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,896,599 | 30.3M $ | as of Mar 31, 2026 |
| Patriot Financial Partners GP II, L.P. | 1,631,437 | 26.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,032,116 | 16.5M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 864,205 | 13.8M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 859,484 | 14.1M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 555,883 | 8.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 492,971 | 7.9M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 486,440 | 7.8M $ | as of Mar 31, 2026 |
| PL Capital Advisors, LLC | 478,887 | 7.7M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 401,881 | 6.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 399,586 | 6.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 217,026 | 3.5M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 216,921 | 3.5M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 197,627 | 3.2M $ | as of Mar 31, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 168,385 | 2.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 164,490 | 2.6M $ | as of Mar 31, 2026 |
| CSM Advisors, LLC | 162,980 | 2.6K $ | as of Mar 31, 2026 |
| Petiole USA ltd | 154,660 | 2.5M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 135,211 | 2.2M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 133,884 | 2.1M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 131,691 | 2.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 110,019 | 1.8M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 104,346 | 1.7M $ | as of Mar 31, 2026 |
| SEGALL BRYANT & HAMILL, LLC | 102,218 | 1.6M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 98,731 | 1.6M $ | as of Mar 31, 2026 |
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