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

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 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 3 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
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