Titelia

Funds holding Firstsun Capital Bancorp

ISIN US33767U1079 · United States

Fund holders
151
Of which ETFs
32 119 other funds
Value held
138.2M $
Share of capital
13.7 % of 27.9M shares on Mar 5, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 448,86316.4M $0.00 %1.61 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 315,62211.5M $0.02 %1.13 %as of Mar 31, 2026
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 232,9018.2M $0.37 %0.83 %as of Apr 30, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 225,3248M $0.02 %0.81 %as of Apr 30, 2026
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 205,4757.5M $0.20 %0.74 %as of Mar 31, 2026
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 142,1005.2M $0.30 %0.51 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 121,4704.4M $0.01 %0.44 %as of Mar 31, 2026
RMB Mendon Financial Services Fund RMB Investors Trust 121,3254.4M $1.95 %0.43 %as of Mar 31, 2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 115,9574.2M $0.02 %0.42 %as of Feb 28, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 112,5114M $0.02 %0.40 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 110,3113.9M $0.03 %0.40 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 108,2793.9M $0.03 %0.39 %as of Mar 31, 2026
SmallCap Value Fund II Principal Funds, Inc 80,2912.8M $0.23 %0.29 %as of Apr 30, 2026
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 76,1652.7M $0.22 %0.27 %as of Apr 30, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 76,0762.7M $0.04 %0.27 %as of Apr 30, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 71,5292.5M $0.03 %0.26 %as of Apr 30, 2026
Invenomic Fund NORTHERN LIGHTS FUND TRUST II 69,1752.4M $0.25 %0.25 %as of Apr 30, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 63,3942.3M $0.19 %0.23 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 62,5712.3M $0.02 %0.22 %as of Feb 28, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 58,5912.1M $0.01 %0.21 %as of Feb 28, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 54,1432M $0.01 %0.19 %as of Feb 28, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 52,3701.9M $0.01 %0.19 %as of Apr 30, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 49,6781.8M $0.02 %0.18 %as of Apr 30, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 48,8291.7M $0.00 %0.17 %as of Apr 30, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 41,1001.5M $0.18 %0.15 %as of Mar 31, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 39,8461.4M $0.05 %0.14 %as of Apr 30, 2026
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 34,7001.2M $0.30 %0.12 %as of Apr 30, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 33,6561.2M $0.00 %0.12 %as of Apr 30, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 26,330931K $0.02 %0.09 %as of Apr 30, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 24,870907K $0.04 %0.09 %as of Feb 28, 2026
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 23,976847.8K $0.46 %0.09 %as of Apr 30, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 23,028814.3K $0.01 %0.08 %as of Apr 30, 2026
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 20,974764.9K $0.01 %0.08 %as of Feb 28, 2026
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 20,467723.7K $0.89 %0.07 %as of Apr 30, 2026
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 20,452745.7K $0.19 %0.07 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 20,398743.9K $0.00 %0.07 %as of Feb 28, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 19,400707.3K $0.04 %0.07 %as of Mar 31, 2026
Master Small Cap Index Series Quantitative Master Series LLC 19,129697.4K $0.01 %0.07 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 18,549655.9K $0.00 %0.07 %as of Apr 30, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 18,377670.2K $0.00 %0.07 %as of Feb 28, 2026
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 17,547620.5K $0.13 %0.06 %as of Apr 30, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 15,931581K $0.00 %0.06 %as of Feb 28, 2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 15,700572.6K $0.05 %0.06 %as of Feb 28, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 15,629569.8K $0.03 %0.06 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 14,752537.9K $0.09 %0.05 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 13,926507.7K $0.02 %0.05 %as of Mar 31, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13,418474.5K $0.00 %0.05 %as of Apr 30, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 12,697449K $0.00 %0.05 %as of Apr 30, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,658447.6K $0.00 %0.05 %as of Apr 30, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 11,800417.2K $0.00 %0.04 %as of Apr 30, 2026
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 11,518419.9K $0.30 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 9,842348K $0.02 %0.04 %as of Apr 30, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 9,832358.5K $0.49 %0.04 %as of Mar 31, 2026
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 9,800357.3K $0.06 %0.04 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 9,721343.7K $0.00 %0.03 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,241337K $0.03 %0.03 %as of Feb 28, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,500309.9K $0.02 %0.03 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 8,439298.4K $0.01 %0.03 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 8,279301.9K $0.00 %0.03 %as of Mar 31, 2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 8,210299.4K $0.02 %0.03 %as of Feb 28, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 7,718281.4K $0.00 %0.03 %as of Mar 31, 2026
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 6,870242.9K $0.01 %0.02 %as of Apr 30, 2026
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 6,280229K $0.33 %0.02 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 6,192225.8K $0.02 %0.02 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 5,964210.9K $0.00 %0.02 %as of Apr 30, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 5,903215.3K $0.00 %0.02 %as of Feb 28, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 5,490200.2K $0.00 %0.02 %as of Mar 31, 2026
Keeley Gabelli SMID Cap Value Fund Keeley Funds, Inc. 5,242191.1K $0.83 %0.02 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,907173.5K $0.02 %0.02 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 4,855177.1K $0.01 %0.02 %as of Feb 28, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 4,714171.9K $0.02 %0.02 %as of Mar 31, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 4,644164.2K $0.03 %0.02 %as of Apr 30, 2026
iShares Russell 3000 ETF iShares Trust 4,504164.2K $0.00 %0.02 %as of Mar 31, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,412156K $0.03 %0.02 %as of Apr 30, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,300156.8K $0.01 %0.02 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,989145.4K $0.02 %0.01 %as of Mar 31, 2026
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,706131K $0.09 %0.01 %as of Apr 30, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,681134.2K $0.01 %0.01 %as of Mar 31, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,654129.2K $0.03 %0.01 %as of Apr 30, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,548125.5K $0.01 %0.01 %as of Apr 30, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,338118K $0.01 %0.01 %as of Apr 30, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,309120.6K $0.02 %0.01 %as of Mar 31, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 3,189112.8K $0.00 %0.01 %as of Apr 30, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 3,106109.8K $0.00 %0.01 %as of Apr 30, 2026
Victory Extended Market Index Fund Victory Portfolios III 2,75497.4K $0.01 %0.01 %as of Apr 30, 2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,60192K $0.00 %0.01 %as of Apr 30, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,57093.7K $0.02 %0.01 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,54790.1K $0.03 %0.01 %as of Apr 30, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,49988.4K $0.00 %0.01 %as of Apr 30, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 2,35285.8K $0.02 %0.01 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,00873.2K $0.03 %0.01 %as of Feb 28, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,91369.7K $0.02 %0.01 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,90069.3K $0.01 %0.01 %as of Feb 28, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,80565.8K $0.02 %0.01 %as of Mar 31, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,77862.9K $0.02 %0.01 %as of Apr 30, 2026
iShares MSCI World Small-Cap ETF iShares Trust 1,75063.8K $0.01 %0.01 %as of Feb 28, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,56357K $0.02 %0.01 %as of Mar 31, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,55956.8K $0.02 %0.01 %as of Mar 31, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,55755.1K $0.00 %0.01 %as of Apr 30, 2026
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 1,54054.5K $0.00 %0.01 %as of Apr 30, 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 1.95 %as of Mar 31, 2026
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 0.89 %as of Apr 30, 2026
Keeley Gabelli SMID Cap Value Fund Keeley Funds, Inc. 0.83 %as of Mar 31, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.49 %as of Mar 31, 2026
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.46 %as of Apr 30, 2026
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 0.37 %as of Apr 30, 2026
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 0.33 %as of Mar 31, 2026
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 0.30 %as of Mar 31, 2026
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 0.30 %as of Apr 30, 2026
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 0.30 %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
2026Q2151+103,837,741+43.0 %
2026Q1141+82,682,990+15.0 %
2025Q4133+272,333,179+21.0 %
2025Q3106+611,928,500+120.7 %
2025Q245+14873,888+19.1 %
2025Q131+23733,914+49.6 %
2024Q48+7490,701+4,911.2 %
2024Q3109,7920.0 %
2024Q2109,7920.0 %
2024Q119,792

Institutional managers

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

ManagerSharesValue
WELLINGTON MANAGEMENT GROUP LLP2,880,385105M $as of Mar 31, 2026
BlackRock, Inc.887,23232.3M $as of Mar 31, 2026
Stelac Advisory Services LLC623,70422.7M $as of Mar 31, 2026
STATE STREET CORP529,95719.3M $as of Mar 31, 2026
MIRABELLA FINANCIAL SERVICES LLP459,40116.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP398,36214.5M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP313,84411.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC309,96711.1M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.256,0469.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC215,1307.8M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC183,8046.7M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC169,2816.2M $as of Mar 31, 2026
BANC FUNDS CO LLC168,4896.1M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC167,5186.1M $as of Mar 31, 2026
CITADEL ADVISORS LLC160,7125.9M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC153,7325.6M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/150,9925.5K $as of Mar 31, 2026
SALZHAUER MICHAEL140,9605.1M $as of Mar 31, 2026
MENDON CAPITAL ADVISORS CORP136,3255M $as of Mar 31, 2026
Curi Capital, LLC121,3254.4M $as of Mar 31, 2026
Empowered Funds, LLC120,4104.4M $as of Mar 31, 2026
NORTHERN TRUST CORP109,8824M $as of Mar 31, 2026
MORGAN STANLEY106,8953.9M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/99,6373.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC92,7563.4M $as of Mar 31, 2026

Declared shareholders of Firstsun Capital Bancorp

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

ShareholderDeclared stakeShares
Bay Pond Investors (Bermuda) L.P. 5.40 %1,500,867as of Apr 1, 2026 · SCHEDULE 13G
Bay Pond Partners, L.P. 4.40 %1,240,182as of Mar 31, 2026 · SCHEDULE 13G
John J Hale Trust u/a/d 12-1-1996 3.36 %1,483,100as of Mar 17, 2026 · SCHEDULE 13G
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Titelia. "Funds holding Firstsun Capital Bancorp". https://titelia.com/en/stocks/firstsun-capital-bancorp-US33767U1079