Titelia

Funds holding Firstsun Capital Bancorp

ISIN US33767U1079 · United States

Fund holders
164
Of which ETFs
33 131 other funds
Value held
243.7M $
Share of capital
22.8 % of 27.9M shares on Mar 5, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 988,04938.3M $0.00 %3.54 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 657,59425.5M $0.03 %2.35 %as of Jun 30, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 411,04615.9M $0.64 %1.47 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 315,67112.2M $0.26 %1.13 %as of Jun 30, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 315,00012.2M $4.73 %1.13 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 300,67911.7M $0.01 %1.08 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 271,06910.5M $0.03 %0.97 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 241,5499.4M $0.06 %0.87 %as of Jun 30, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 177,3006.9M $0.37 %0.63 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 159,0125.6M $0.02 %0.57 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 127,5314.9M $0.03 %0.46 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 121,5804.3M $0.01 %0.44 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 120,7654.7M $0.02 %0.43 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 117,2544.2M $0.02 %0.42 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 116,7064.1M $0.02 %0.42 %as of May 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 96,5583.7M $0.41 %0.35 %as of Jun 30, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 85,3103.3M $0.17 %0.31 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 76,0762.9M $0.04 %0.27 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 72,1952.8M $0.04 %0.26 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 71,0342.8M $0.61 %0.25 %as of Jun 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 63,3942.5M $0.19 %0.23 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 60,5642.3M $0.03 %0.22 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 60,5022.3M $0.19 %0.22 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 52,3702M $0.01 %0.19 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 48,8291.9M $0.00 %0.17 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 46,5731.8M $0.03 %0.17 %as of Jun 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 44,9891.7M $0.13 %0.16 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 44,0131.6M $0.06 %0.16 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 43,2501.5M $0.00 %0.15 %as of May 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 42,5431.5M $0.01 %0.15 %as of May 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 42,1751.5M $0.12 %0.15 %as of May 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 39,9141.5M $0.07 %0.14 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 37,0471.3M $0.00 %0.13 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 36,0681.4M $0.05 %0.13 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 34,5981.3M $0.06 %0.12 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 33,6561.3M $0.00 %0.12 %as of Jul 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 32,8501.3M $0.03 %0.12 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 30,0271.2M $0.00 %0.11 %as of Jun 30, 2026 ↗
Keeley Small Cap Fund Teton Westwood Funds 30,0001.2M $0.79 %0.11 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 27,5501.1M $0.03 %0.10 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 23,028890.7K $0.01 %0.08 %as of Jul 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 22,566875.1K $0.14 %0.08 %as of Jun 30, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 21,778844.6K $0.52 %0.08 %as of Jun 30, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 20,467791.7K $1.00 %0.07 %as of Jul 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 19,035736.3K $0.17 %0.07 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 18,549717.5K $0.00 %0.07 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 18,377651.5K $0.00 %0.07 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 18,078699.3K $0.00 %0.06 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 17,996638K $0.05 %0.06 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 17,800690.3K $0.03 %0.06 %as of Jun 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 15,553603.1K $0.69 %0.06 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 15,279592.5K $0.00 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 15,258591.7K $0.00 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 15,171586.8K $0.00 %0.05 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 14,921578.6K $0.08 %0.05 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 14,769572.7K $0.03 %0.05 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13,418519K $0.00 %0.05 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 13,078463.6K $0.00 %0.05 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 12,797453.7K $0.03 %0.05 %as of May 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,658489.6K $0.00 %0.05 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 12,644490.3K $0.03 %0.05 %as of Jun 30, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 12,325478K $0.26 %0.04 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 11,895460.1K $0.03 %0.04 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 10,253397.6K $0.00 %0.04 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 9,721376K $0.00 %0.03 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 9,609371.7K $0.01 %0.03 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 8,902315.6K $0.02 %0.03 %as of May 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 8,642335.1K $0.01 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 8,076313.2K $0.01 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 8,011310.7K $0.03 %0.03 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 7,836303.1K $0.02 %0.03 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 7,579293.9K $0.03 %0.03 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 7,464289.5K $0.01 %0.03 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 7,397286.1K $0.01 %0.03 %as of Jul 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 7,345284.8K $0.03 %0.03 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 6,861266.1K $0.00 %0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 6,760261.5K $0.00 %0.02 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 6,746239.1K $0.00 %0.02 %as of May 31, 2026 ↗
Keeley Gabelli SMID Cap Value Fund Keeley Funds, Inc. 6,629257.1K $1.07 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 6,439249.7K $0.03 %0.02 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 6,337245.7K $0.00 %0.02 %as of Jun 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 6,047233.9K $0.12 %0.02 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 5,621218K $0.03 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 5,286204.5K $0.03 %0.02 %as of Jul 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,275204.6K $0.02 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 5,125198.7K $0.03 %0.02 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,907189.8K $0.02 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 4,417170.8K $0.01 %0.02 %as of Jul 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,412170.7K $0.03 %0.02 %as of Jul 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 4,310167.1K $0.04 %0.02 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 4,140160.1K $0.02 %0.01 %as of Jul 31, 2026 ↗
MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X 4,139146.7K $0.04 %0.01 %as of May 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 3,963153.7K $0.03 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,952152.9K $0.04 %0.01 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,919152K $0.03 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,756145.7K $0.03 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,548137.2K $0.01 %0.01 %as of Jul 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,445133.6K $0.03 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,363119.2K $0.01 %0.01 %as of May 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,243125.8K $0.03 %0.01 %as of Jun 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
RMB Mendon Financial Services Fund RMB Investors Trust 4.73 %as of Jun 30, 2026 ↗
Keeley Gabelli SMID Cap Value Fund Keeley Funds, Inc. 1.07 %as of Jun 30, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 1.00 %as of Jul 31, 2026 ↗
Keeley Small Cap Fund Teton Westwood Funds 0.79 %as of Jun 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.69 %as of Jun 30, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 0.64 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 0.61 %as of Jun 30, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 0.52 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 0.41 %as of Jun 30, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 0.37 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q3164+136,359,822+65.7 %
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 table shows the 25 largest.

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

There are 7 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.

ShareholderDeclared stakeShares
Wellington Management Group LLP and 3 others9.30 %4,097,274as of Jun 30, 2026 · SCHEDULE 13G
Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011 and 3 others4.12 %1,816,000as of Apr 1, 2026 · SCHEDULE 13G
Max Alan Hale Family Irrevocable Trust u/a/d 6/1/2011 and 1 other4.12 %1,816,000as of Apr 1, 2026 · SCHEDULE 13G
Bay Pond Investors (Bermuda) L.P. 4.10 %1,797,754as of Jun 30, 2026 · SCHEDULE 13G
Bay Pond Partners, L.P. 4.00 %1,783,121as of Jun 30, 2026 · SCHEDULE 13G
Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011 and 2 others3.66 %1,616,000as of Apr 1, 2026 · SCHEDULE 13G
Twin Meadow VHC Trust u/a/d 5/25/2011 and 3 others2.32 %1,025,450as of Apr 1, 2026 · SCHEDULE 13G
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Titelia. "Funds holding Firstsun Capital Bancorp". https://titelia.com/en/stocks/firstsun-capital-bancorp-US33767U1079