Titelia

Funds holding First Western Financial Inc

132 funds declare a position · 23 ETFs and 109 other funds · 46.4M $ · US33751L1052

Funds report on different dates: each line carries its own.

FundSharesValueWeight
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 259,4326.4M $0.00 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 ETF iShares Trust 208,0565.1M $0.01 %as of Mar 31, 2026 · Original filing
RMB Mendon Financial Services Fund RMB Investors Trust 196,6564.8M $2.13 %as of Mar 31, 2026 · Original filing
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 79,3142.2M $0.01 %as of Apr 30, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 85,2512.1M $0.00 %as of Mar 31, 2026 · Original filing
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 69,9411.7M $0.74 %as of Mar 31, 2026 · Original filing
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 45,5141.3M $0.01 %as of Apr 30, 2026 · Original filing
iShares Russell 2000 Value ETF iShares Trust 49,7521.2M $0.01 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 40,8391M $0.01 %as of Feb 28, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 39,379995.9K $0.00 %as of Feb 28, 2026 · Original filing
ACUITAS US MICROCAP FUND FORUM FUNDS II 37,094911.8K $0.93 %as of Mar 31, 2026 · Original filing
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 32,129909.6K $0.00 %as of Apr 30, 2026 · Original filing
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 35,704877.6K $0.02 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 29,935847.5K $0.01 %as of Apr 30, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 29,332830.4K $0.00 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 29,162825.6K $0.01 %as of Apr 30, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 31,613777K $0.00 %as of Mar 31, 2026 · Original filing
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 30,900759.5K $0.09 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 Growth ETF iShares Trust 25,034615.3K $0.01 %as of Mar 31, 2026 · Original filing
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 24,432600.5K $0.27 %as of Mar 31, 2026 · Original filing
SmallCap Value Fund II Principal Funds, Inc 20,204572K $0.05 %as of Apr 30, 2026 · Original filing
iShares Micro-Cap ETF iShares Trust 20,942514.8K $0.04 %as of Mar 31, 2026 · Original filing
Ultra-Small Company Fund Bridgeway Funds, Inc. 20,831512K $0.60 %as of Mar 31, 2026 · Original filing
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 17,914507.1K $0.01 %as of Apr 30, 2026 · Original filing
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 19,000480.5K $0.04 %as of Feb 28, 2026 · Original filing
Dimensional US Small Cap Value ETF Dimensional ETF Trust 14,112399.5K $0.01 %as of Apr 30, 2026 · Original filing
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13,622385.6K $0.01 %as of Apr 30, 2026 · Original filing
AST Small-Cap Equity Portfolio Advanced Series Trust 14,480355.9K $0.02 %as of Mar 31, 2026 · Original filing
Master Small Cap Index Series Quantitative Master Series LLC 14,276350.9K $0.01 %as of Mar 31, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 12,849325K $0.00 %as of Feb 28, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,240318.2K $0.00 %as of Apr 30, 2026 · Original filing
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 11,035312.4K $0.01 %as of Apr 30, 2026 · Original filing
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 12,651311K $0.25 %as of Mar 31, 2026 · Original filing
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 10,900308.6K $0.09 %as of Apr 30, 2026 · Original filing
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 12,500307.3K $0.03 %as of Mar 31, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 10,088285.6K $0.00 %as of Apr 30, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 10,482265.1K $0.00 %as of Feb 28, 2026 · Original filing
AUER GROWTH Unified Series Trust 10,000252.9K $0.35 %as of Feb 28, 2026 · Original filing
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 9,904250.5K $0.01 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 8,157230.9K $0.00 %as of Apr 30, 2026 · Original filing
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 9,057222.6K $0.01 %as of Mar 31, 2026 · Original filing
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 8,382206K $0.03 %as of Mar 31, 2026 · Original filing
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 7,300179.4K $0.03 %as of Mar 31, 2026 · Original filing
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 6,288154.6K $0.01 %as of Mar 31, 2026 · Original filing
Clearwater Select Equity Fund Clearwater Investment Trust 6,264154K $0.04 %as of Mar 31, 2026 · Original filing
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 5,270149.2K $0.00 %as of Apr 30, 2026 · Original filing
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 6,046148.6K $0.03 %as of Mar 31, 2026 · Original filing
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,900145K $0.01 %as of Mar 31, 2026 · Original filing
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 5,159126.8K $0.04 %as of Mar 31, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 4,891120.2K $0.00 %as of Mar 31, 2026 · Original filing
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 4,408111.5K $0.00 %as of Feb 28, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 4,255104.6K $0.00 %as of Mar 31, 2026 · Original filing
Global X Russell 2000 ETF GLOBAL X FUNDS 3,607102.1K $0.01 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,89598.5K $0.01 %as of Feb 28, 2026 · Original filing
EQ/Small Company Index Portfolio EQ Advisors Trust 3,48085.5K $0.01 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund Northern Funds 3,46285.1K $0.01 %as of Mar 31, 2026 · Original filing
Acuitas Small Cap Active ETF Series Portfolios Trust 3,45785K $0.12 %as of Mar 31, 2026 · Original filing
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 3,43284.4K $0.12 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Value ETF American Century ETF Trust 3,27482.8K $0.00 %as of Feb 28, 2026 · Original filing
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,88081.5K $0.01 %as of Apr 30, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 2,78678.9K $0.00 %as of Apr 30, 2026 · Original filing
Small Cap Index Fund VALIC Co I 3,02976.6K $0.01 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,82871.5K $0.01 %as of Feb 28, 2026 · Original filing
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 2,79168.6K $0.01 %as of Mar 31, 2026 · Original filing
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 2,72066.9K $0.00 %as of Mar 31, 2026 · Original filing
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,53664.1K $0.03 %as of Feb 28, 2026 · Original filing
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 2,57263.2K $0.01 %as of Mar 31, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2,50361.5K $0.01 %as of Mar 31, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 2,50061.5K $0.00 %as of Mar 31, 2026 · Original filing
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,36859.9K $0.03 %as of Feb 28, 2026 · Original filing
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 2,21754.5K $0.00 %as of Mar 31, 2026 · Original filing
Small Company Value Portfolio Wilshire Mutual Funds Inc 2,18753.8K $0.24 %as of Mar 31, 2026 · Original filing
Small-Cap Index Portfolio PACIFIC SELECT FUND 2,11051.9K $0.01 %as of Mar 31, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,80045.5K $0.00 %as of Feb 28, 2026 · Original filing
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,82844.9K $0.01 %as of Mar 31, 2026 · Original filing
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,56044.2K $0.01 %as of Apr 30, 2026 · Original filing
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 1,70041.8K $0.00 %as of Mar 31, 2026 · Original filing
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,61440.8K $0.01 %as of Feb 28, 2026 · Original filing
Small Cap Index Trust John Hancock Variable Insurance Trust 1,63740.2K $0.01 %as of Mar 31, 2026 · Original filing
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,51837.3K $0.02 %as of Mar 31, 2026 · Original filing
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,20434.1K $0.00 %as of Apr 30, 2026 · Original filing
WisdomTree U.S. SmallCap Fund WisdomTree Trust 1,27931.4K $0.01 %as of Mar 31, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,08430.7K $0.00 %as of Apr 30, 2026 · Original filing
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,12027.5K $0.01 %as of Mar 31, 2026 · Original filing
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,08226.6K $0.01 %as of Mar 31, 2026 · Original filing
Victory Extended Market Index Fund Victory Portfolios III 92126.1K $0.00 %as of Apr 30, 2026 · Original filing
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 91726K $0.01 %as of Apr 30, 2026 · Original filing
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 90325.6K $0.00 %as of Apr 30, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 90025.5K $0.00 %as of Apr 30, 2026 · Original filing
Nationwide Small Cap Index Fund Nationwide Mutual Funds 82723.4K $0.01 %as of Apr 30, 2026 · Original filing
Avantis U.S. Small Cap Value Fund American Century ETF Trust 90022.8K $0.00 %as of Feb 28, 2026 · Original filing
1290 VT Small Cap Value Portfolio EQ Advisors Trust 92322.7K $0.01 %as of Mar 31, 2026 · Original filing
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 91722.5K $0.01 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 75321.3K $0.00 %as of Apr 30, 2026 · Original filing
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 81019.9K $0.00 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 69419.6K $0.00 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 72718.4K $0.00 %as of Feb 28, 2026 · Original filing
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 68616.9K $0.01 %as of Mar 31, 2026 · Original filing
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 63615.6K $0.00 %as of Mar 31, 2026 · Original filing
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 54815.5K $0.00 %as of Apr 30, 2026 · Original filing
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 59214.6K $0.01 %as of Mar 31, 2026 · Original filing
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 54913.5K $0.00 %as of Mar 31, 2026 · Original filing
ProShares Ultra Russell2000 ProShares Trust 51413K $0.00 %as of Feb 28, 2026 · Original filing
ProShares UltraPro Russell2000 ProShares Trust 51413K $0.00 %as of Feb 28, 2026 · Original filing
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 52512.9K $0.01 %as of Mar 31, 2026 · Original filing
JNL/DFA U.S. Core Equity Fund JNL Series Trust 51612.7K $0.00 %as of Mar 31, 2026 · Original filing
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 42110.3K $0.01 %as of Mar 31, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3859.5K $0.00 %as of Mar 31, 2026 · Original filing
ProShares Russell 2000 High Income ETF ProShares Trust 3599.1K $0.01 %as of Feb 28, 2026 · Original filing
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 3378.3K $0.00 %as of Mar 31, 2026 · Original filing
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 3208.1K $0.00 %as of Feb 28, 2026 · Original filing
Small-Cap Equity Portfolio PACIFIC SELECT FUND 3217.9K $0.00 %as of Mar 31, 2026 · Original filing
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 3057.5K $0.00 %as of Mar 31, 2026 · Original filing
Penn Series Small Cap Index Fund Penn Series Funds Inc 3007.4K $0.01 %as of Mar 31, 2026 · Original filing
SmallCap Growth Fund I Principal Funds, Inc 2196.2K $0.00 %as of Apr 30, 2026 · Original filing
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2365.8K $0.00 %as of Mar 31, 2026 · Original filing
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 1634.6K $0.04 %as of Apr 30, 2026 · Original filing
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1704.2K $0.00 %as of Mar 31, 2026 · Original filing
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 1674.1K $0.00 %as of Mar 31, 2026 · Original filing
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1413.6K $0.00 %as of Feb 28, 2026 · Original filing
ULTRA SMALL CAP PROFUND ProFunds 942.7K $0.00 %as of Apr 30, 2026 · Original filing
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 421K $0.00 %as of Mar 31, 2026 · Original filing
PROFUND VP ULTRA SMALL CAP ProFunds 28688.2 $0.00 %as of Mar 31, 2026 · Original filing
PROFUND VP SMALL CAP ProFunds 21516.2 $0.00 %as of Mar 31, 2026 · Original filing
Russell 2000 Fund Rydex Series Funds 19467 $0.00 %as of Mar 31, 2026 · Original filing
SMALL-CAP PROFUND ProFunds 15424.7 $0.01 %as of Apr 30, 2026 · Original filing
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 14344.1 $as of Mar 31, 2026 · Original filing
Russell 2000 1.5x Strategy Fund Rydex Series Funds 12295 $0.01 %as of Mar 31, 2026 · Original filing
Dimensional US Vector Equity ETF Dimensional ETF Trust 8226.5 $0.00 %as of Apr 30, 2026 · Original filing
ProShares Hedge Replication ETF ProShares Trust 8202.3 $0.00 %as of Feb 28, 2026 · Original filing
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 375.9 $0.01 %as of Feb 28, 2026 · Original filing
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 249.2 $0.00 %as of Mar 31, 2026 · Original filing