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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,536 | 56K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 1,454 | 53K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,406 | 51.3K $ | 0.04 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,260 | 45.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,062 | 38.7K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,053 | 38.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,012 | 36.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 959 | 35K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 905 | 33K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 905 | 33K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 877 | 32K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 840 | 30.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 840 | 30.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 820 | 29K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 781 | 28.5K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 778 | 28.4K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 701 | 25.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 600 | 21.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 545 | 19.9K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 532 | 19.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 501 | 18.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 484 | 17.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 462 | 16.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 442 | 16.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 441 | 16.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 435 | 15.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 400 | 14.6K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 390 | 14.2K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 380 | 13.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 359 | 12.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 348 | 12.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 348 | 12.3K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 307 | 11.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 299 | 10.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 277 | 10.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 257 | 9.1K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 184 | 6.5K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 177 | 6.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 143 | 5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 76 | 2.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 64 | 2.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 58 | 2.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 44 | 1.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 42 | 1.5K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 30 | 1.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 22 | 802.1 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 18 | 656.3 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 14 | 510.6 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 13 | 474.1 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 4 | 145.9 $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 3 | 109.4 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 151 | +10 | 3,837,741 | +43.0 % |
| 2026Q1 | 141 | +8 | 2,682,990 | +15.0 % |
| 2025Q4 | 133 | +27 | 2,333,179 | +21.0 % |
| 2025Q3 | 106 | +61 | 1,928,500 | +120.7 % |
| 2025Q2 | 45 | +14 | 873,888 | +19.1 % |
| 2025Q1 | 31 | +23 | 733,914 | +49.6 % |
| 2024Q4 | 8 | +7 | 490,701 | +4,911.2 % |
| 2024Q3 | 1 | 0 | 9,792 | 0.0 % |
| 2024Q2 | 1 | 0 | 9,792 | 0.0 % |
| 2024Q1 | 1 | 9,792 |
Institutional managers
125 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 2,880,385 | 105M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 887,232 | 32.3M $ | as of Mar 31, 2026 |
| Stelac Advisory Services LLC | 623,704 | 22.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 529,957 | 19.3M $ | as of Mar 31, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | 459,401 | 16.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 398,362 | 14.5M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 313,844 | 11.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 309,967 | 11.1M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 256,046 | 9.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 215,130 | 7.8M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 183,804 | 6.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 169,281 | 6.2M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 168,489 | 6.1M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 167,518 | 6.1M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 160,712 | 5.9M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 153,732 | 5.6M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 150,992 | 5.5K $ | as of Mar 31, 2026 |
| SALZHAUER MICHAEL | 140,960 | 5.1M $ | as of Mar 31, 2026 |
| MENDON CAPITAL ADVISORS CORP | 136,325 | 5M $ | as of Mar 31, 2026 |
| Curi Capital, LLC | 121,325 | 4.4M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 120,410 | 4.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 109,882 | 4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 106,895 | 3.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 99,637 | 3.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 92,756 | 3.4M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Bay Pond Investors (Bermuda) L.P. | 5.40 % | 1,500,867 | as of Apr 1, 2026 · SCHEDULE 13G |
| Bay Pond Partners, L.P. | 4.40 % | 1,240,182 | as of Mar 31, 2026 · SCHEDULE 13G |
| John J Hale Trust u/a/d 12-1-1996 | 3.36 % | 1,483,100 | as of Mar 17, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Firstsun Capital Bancorp". https://titelia.com/en/stocks/firstsun-capital-bancorp-US33767U1079