Titelia

Fund shareholders of Hingham Institution For Savings The

ISIN US4333231029 · United States · LEI 2549009GDCGUR2T6KU55

Fund shareholders
159
Of which ETFs
30 129 other funds
Value held
190.7M $
FundSharesValueWeight in fund
AVE MARIA VALUE FUND Schwartz Investment Trust 81,08724.9M $4.64 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 52,59216.2M $0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 49,07115.1M $0.32 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 43,75613.4M $0.02 %as of Jun 30, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 31,0739.5M $1.01 %as of Jun 30, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 26,5817.6M $1.07 %as of Jul 31, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 22,6196.9M $0.33 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 22,5866.9M $0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 21,0126.1M $0.02 %as of May 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 17,7395.1M $0.01 %as of Jul 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 15,5004.8M $0.13 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 14,6474.5M $0.03 %as of Jun 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 14,0004M $0.04 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13,8774M $0.05 %as of Jul 31, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 13,0003.7M $4.82 %as of Jul 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 12,6003.9M $0.42 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 10,0682.9M $0.01 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,3932.7M $0.01 %as of Jul 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 9,2612.6M $0.13 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 9,2332.7M $0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,5672.5M $0.01 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 7,7332.2M $0.17 %as of Jul 31, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 7,0392.2M $0.51 %as of Jun 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 5,4741.7M $0.11 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 5,0811.6M $0.07 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 4,5001.3M $0.10 %as of May 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 4,4591.3M $0.01 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,1571.2M $0.01 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 3,8971.1M $0.01 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 3,8971.1M $0.01 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 3,8871.1M $0.00 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 3,437994.6K $0.00 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 3,379977.8K $0.04 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 3,148897.7K $0.00 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 3,097951.2K $0.02 %as of Jun 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 2,958843.6K $0.20 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 2,918844.4K $0.00 %as of May 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 2,826817.8K $0.01 %as of May 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 2,700829.3K $0.13 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 2,510715.8K $0.03 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 2,445751K $0.00 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 2,325663K $0.00 %as of Jul 31, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 2,322713.2K $0.51 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 2,287652.2K $0.06 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 2,173628.8K $0.04 %as of May 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 2,138609.7K $0.05 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 2,097644.1K $0.03 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 2,081593.5K $0.01 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 1,865572.8K $0.02 %as of Jun 30, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 1,836531.3K $0.25 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 1,808555.3K $0.03 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 1,771544K $0.00 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 1,721490.8K $0.00 %as of Jul 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,707524.3K $0.05 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 1,460422.5K $0.00 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 1,361388.1K $0.00 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,249356.2K $0.01 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,200347.3K $0.00 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,180341.5K $0.03 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 1,040319.4K $0.02 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,040319.4K $0.01 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 1,022291.5K $0.00 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 862264.8K $0.00 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 850246K $0.02 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 835256.5K $0.00 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 820251.9K $0.02 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 800228.1K $0.02 %as of Jul 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 775238K $0.27 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 766218.4K $0.02 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 705201.1K $0.01 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 671206.1K $0.00 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 670193.9K $0.01 %as of May 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 645198.1K $0.05 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 585166.8K $0.00 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 568174.5K $0.01 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 565173.5K $0.02 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 556170.8K $0.02 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 530162.8K $0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 513157.6K $0.02 %as of Jun 30, 2026 ↗
AVE MARIA UNDISCOVERED FUND Schwartz Investment Trust 495152K $1.86 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 475145.9K $0.02 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 469144.1K $0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 446129.1K $0.00 %as of May 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 444136.4K $0.01 %as of Jun 30, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 381117K $0.05 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 375115.2K $0.02 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 370113.6K $0.05 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 31697.1K $0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 30086.8K $0.01 %as of May 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 29784.7K $0.02 %as of Jul 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 29383.6K $0.01 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 29082.7K $0.00 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 26681.7K $0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 26581.4K $0.03 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 25678.6K $0.02 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 25076.8K $0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 24675.6K $0.02 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 23772.8K $0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 23767.6K $0.01 %as of Jul 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 23672.5K $0.02 %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
Hennessy Small Cap Financial Fund Hennessy Funds Trust 4.82 %as of Jul 31, 2026 ↗
AVE MARIA VALUE FUND Schwartz Investment Trust 4.64 %as of Jun 30, 2026 ↗
AVE MARIA UNDISCOVERED FUND Schwartz Investment Trust 1.86 %as of Jun 30, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 1.07 %as of Jul 31, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 1.01 %as of Jun 30, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 0.51 %as of Jun 30, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 0.51 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 0.42 %as of Jun 30, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 0.33 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 0.32 %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.

QuarterShareholdersChangeSharesChange
2026Q3159+5636,660+4.0 %
2026Q2154+8612,333+5.2 %
2026Q1146+1581,947+0.6 %
2025Q4145-3578,696+1.0 %
2025Q3148+6572,905+3.2 %
2025Q2142+9555,395+5.7 %
2025Q1133-3525,272-5.2 %
2024Q4136+8553,794+2.5 %
2024Q3128-2540,050+0.0 %
2024Q2130+5539,831-0.2 %
2024Q1125-10540,913+13.1 %
2023Q4135478,246

Institutional managers

127 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Maren Capital LLC206,95559.2M $as of Mar 31, 2026
BlackRock, Inc.143,15340.9M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP118,28733.8M $as of Mar 31, 2026
Doma Perpetual Capital Management LLC117,35433.5M $as of Mar 31, 2026
SCHWARTZ INVESTMENT COUNSEL INC81,08723.2M $as of Mar 31, 2026
STATE STREET CORP78,69822.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP57,50016.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC42,99112.3M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC41,93612M $as of Mar 31, 2026
UBS Group AG41,47411.9M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC33,9879.7M $as of Mar 31, 2026
MORGAN STANLEY27,6667.9M $as of Mar 31, 2026
De Lisle Partners LLP26,7597.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC25,4757.3M $as of Mar 31, 2026
Aptus Capital Advisors, LLC25,1197.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC15,4024.4M $as of Mar 31, 2026
Crawford Fund Management, LLC14,6594.2M $as of Mar 31, 2026
MISSION WEALTH MANAGEMENT, LP14,6504.2M $as of Mar 31, 2026
BESSEMER GROUP INC14,0004K $as of Mar 31, 2026
Russell Investments Group, Ltd.13,8594M $as of Mar 31, 2026
NORTHERN TRUST CORP13,7123.9M $as of Mar 31, 2026
HENNESSY ADVISORS INC13,0003.7M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/12,6563.6M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC12,1633.5M $as of Mar 31, 2026
Focus Partners Wealth11,0733.2M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Hingham Institution For Savings The". https://titelia.com/en/stocks/hingham-institution-for-savings-the-US4333231029