Titelia

Funds holding First Foundation Inc

ISIN US32026V1044 · United States · LEI 254900TQZQ6LBCK77E82

Fund holders
94
Of which ETFs
17 77 other funds
Value held
67.9M $
Share of capital
13.9 % of 82.9M shares on Mar 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,327,21913.7M $0.00 %2.81 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,560,0879.2M $0.01 %1.88 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 946,3185.6M $0.01 %1.14 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 865,2885.1M $0.14 %1.04 %as of Mar 31, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 658,3863.9M $1.71 %0.79 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 553,1163.3M $0.03 %0.67 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 538,1973.2M $0.38 %0.65 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 399,9242.3M $0.01 %0.48 %as of Feb 28, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 381,1622.2M $0.06 %0.46 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 334,7532M $0.00 %0.40 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 315,0831.8M $0.01 %0.38 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 233,8821.4M $0.07 %0.28 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 192,6001.1M $0.09 %0.23 %as of Feb 28, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 161,474952.7K $0.24 %0.19 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 159,521941.2K $0.08 %0.19 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 149,509882.1K $0.00 %0.18 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 144,983851.1K $0.04 %0.17 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 142,093834.1K $0.00 %0.17 %as of Feb 28, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 129,121761.8K $0.13 %0.16 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 124,273729.5K $0.01 %0.15 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 115,186676.1K $0.00 %0.14 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 106,587628.9K $0.01 %0.13 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 77,242455.7K $0.03 %0.09 %as of Mar 31, 2026 ↗
AltShares Merger Arbitrage ETF AltShares Trust 66,817392.2K $0.38 %0.08 %as of Feb 28, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 63,095372.3K $0.01 %0.08 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 53,840317.7K $0.02 %0.06 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 53,738317.1K $0.01 %0.06 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 48,731286.1K $0.03 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 44,425260.8K $0.00 %0.05 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 42,905253.1K $0.01 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 39,190231.2K $0.00 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 34,984206.4K $0.00 %0.04 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 32,800193.5K $0.02 %0.04 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 29,616174.7K $0.00 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 27,247160.8K $0.01 %0.03 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 25,563150.1K $0.01 %0.03 %as of Feb 28, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 22,720134K $0.01 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 20,500121K $0.01 %0.02 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 19,750116.5K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 17,190101.4K $0.01 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 15,23589.9K $0.01 %0.02 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 15,15989K $0.00 %0.02 %as of Feb 28, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 13,57580.1K $0.01 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 12,66374.7K $0.01 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 11,82269.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 11,74069.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 11,29966.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 9,94958.7K $0.00 %0.01 %as of Mar 31, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 9,92658.6K $0.08 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 9,87358.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,10053.4K $0.00 %0.01 %as of Feb 28, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 8,70651.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 8,32248.9K $0.04 %0.01 %as of Feb 28, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 7,99847.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 7,60144.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,96141.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 5,78834.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,50332.3K $0.00 %0.01 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 5,13730.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,11230.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,98329.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 4,83728.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 4,47626.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 4,40726K $0.01 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 4,09424.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,95623.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 3,93023.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 3,91723K $0.01 %0.00 %as of Feb 28, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 3,89023K $0.10 %0.00 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 3,71321.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,16218.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2,86016.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,74916.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust 2,61715.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 2,49314.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,38014K $0.00 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,12212.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,97711.6K $0.00 %0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,80010.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,70010K $0.00 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,5929.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,4078.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,2027.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,1556.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,0986.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 4782.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 4452.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 4192.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 3241.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 149879.1 $0.01 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 89525.1 $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 65381.6 $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 19111.5 $0.01 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 17100.3 $0.00 %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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
RMB Mendon Financial Services Fund RMB Investors Trust 1.71 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 0.38 %as of Mar 31, 2026 ↗
AltShares Merger Arbitrage ETF AltShares Trust 0.38 %as of Feb 28, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 0.24 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 0.14 %as of Mar 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 0.13 %as of Mar 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 0.10 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 0.09 %as of Feb 28, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 0.08 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.08 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterHoldersChangeSharesChange
2026Q294-4511,525,106-29.8 %
2026Q1139-816,412,605-5.1 %
2025Q4147017,289,356-5.1 %
2025Q3147-1518,215,612-0.8 %
2025Q2162-218,366,422-10.7 %
2025Q1164-1520,557,618+5.4 %
2024Q4179+419,499,896+7.6 %
2024Q3175+1118,128,466+3.2 %
2024Q2164-217,567,798+5.9 %
2024Q1166-1216,586,844+2.0 %
2023Q417816,261,203

Institutional managers

148 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
CANYON CAPITAL ADVISORS LLC8,152,39248.1M $as of Mar 31, 2026
STRATEGIC VALUE BANK PARTNERS LLC6,768,34339.9M $as of Mar 31, 2026
North Reef Capital Management LP5,911,77834.9M $as of Mar 31, 2026
BlackRock, Inc.4,928,56729.1M $as of Mar 31, 2026
Fortress Investment Group LLC4,038,75023.8M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP3,442,31520.3M $as of Mar 31, 2026
MALTESE CAPITAL MANAGEMENT LLC2,213,86013.1M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC2,115,46012.5M $as of Mar 31, 2026
GLAZER CAPITAL, LLC2,090,15712.3K $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,789,41210.6M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,607,5919.3M $as of Mar 31, 2026
Qube Research & Technologies Ltd1,586,4319.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,563,6379M $as of Mar 31, 2026
STATE STREET CORP1,419,9128.4M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC1,282,7887.6M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC1,251,2517.4M $as of Mar 31, 2026
Balyasny Asset Management L.P.1,172,5506.9M $as of Mar 31, 2026
CITIGROUP INC1,057,1946.2M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP1,055,1556.2M $as of Mar 31, 2026
Invenomic Capital Management LP1,051,8786.2M $as of Mar 31, 2026
ABC ARBITRAGE SA964,3155.7M $as of Mar 31, 2026
MENDON CAPITAL ADVISORS CORP719,2784.2M $as of Mar 31, 2026
Curi Capital, LLC659,3543.9M $as of Mar 31, 2026
ODDO BHF ASSET MANAGEMENT SAS626,9873.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC625,6033.7M $as of Mar 31, 2026

Declared shareholders of First Foundation Inc

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
North Reef Capital Management L.P. and 2 others7.13 %5,911,778as of Mar 31, 2026 · SCHEDULE 13G
CANYON CAPITAL ADVISORS LLC and 2 others0.00 %0as of Apr 1, 2026 · SCHEDULE 13D

Funds holding the debt of First Foundation Inc

1 fund declares one bond line of this company. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
Angel Oak Multi-Strategy Income Fund1940K $as of Apr 30, 2026
Cite this page

Titelia. "Funds holding First Foundation Inc". https://titelia.com/en/stocks/first-foundation-inc-US32026V1044