Fund shareholders of Hingham Institution For Savings The
ISIN US4333231029 · United States · LEI 2549009GDCGUR2T6KU55
- Fund shareholders
- 154
- Of which ETFs
- 27 127 other funds
- Value held
- 174.4M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| AVE MARIA VALUE FUND Schwartz Investment Trust | 81,087 | 23.2M $ | 4.43 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 51,032 | 14.6M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Royce Small-Cap Total Return Fund ROYCE FUND | 43,697 | 12.5M $ | 1.47 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 40,858 | 11.7M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 39,346 | 11.2M $ | 0.30 % | as of Mar 31, 2026 ↗ |
| Opus Small Cap Value ETF ETF Series Solutions | 25,098 | 7.1M $ | 1.05 % | as of Apr 30, 2026 ↗ |
| Royce Small-Cap Fund ROYCE FUND | 22,880 | 6.5M $ | 0.36 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 21,892 | 6.3M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 18,752 | 5.4M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 16,547 | 4.7M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 14,000 | 4M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,877 | 3.9M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Hennessy Small Cap Financial Fund Hennessy Funds Trust | 13,000 | 3.7M $ | 5.11 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 12,974 | 3.7M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 10,800 | 3.1M $ | 0.37 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 10,158 | 2.8M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 9,968 | 2.8M $ | 0.14 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,393 | 2.7M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 9,233 | 2.6M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,262 | 2.3M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 7,432 | 2.1M $ | 0.19 % | as of Apr 30, 2026 ↗ |
| Royce Micro-Cap Fund ROYCE FUND | 6,987 | 2M $ | 0.62 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 5,981 | 1.7M $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 5,061 | 1.4M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 4,459 | 1.3M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 4,381 | 1.3M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 4,217 | 1.2M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 4,200 | 1.2M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,157 | 1.2M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 3,897 | 1.1M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,887 | 1.1M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 3,712 | 1.1M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 3,437 | 959.3K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 3,370 | 940.6K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 3,360 | 954.9K $ | 0.19 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,148 | 894.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 2,936 | 819.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 2,790 | 778.7K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 2,701 | 772.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 2,700 | 771.8K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 2,559 | 727.3K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 2,510 | 713.3K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 2,445 | 698.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 2,325 | 660.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 2,227 | 636.6K $ | 0.62 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 2,081 | 591.4K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 1,904 | 544.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 1,862 | 532.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 1,818 | 519.7K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 1,721 | 489.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,554 | 441.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 1,460 | 407.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 1,361 | 386.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 1,256 | 359K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,200 | 334.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,160 | 331.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,142 | 318.8K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 1,138 | 317.6K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,023 | 292.4K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 983 | 279.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 920 | 263K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 920 | 256.8K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 862 | 246.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 820 | 234.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 770 | 220.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 769 | 219.8K $ | 0.30 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 766 | 217.7K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 679 | 193K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 678 | 192.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 671 | 191.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 670 | 187K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 645 | 184.4K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 589 | 168.4K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 585 | 166.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 568 | 162.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 565 | 161.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 548 | 156.6K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 476 | 136.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 475 | 135.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 457 | 130.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 446 | 124.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 444 | 126.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 365 | 104.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 328 | 93.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 301 | 86K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 300 | 83.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 296 | 84.1K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 295 | 84.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 293 | 83.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 290 | 82.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 260 | 74.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 252 | 70.3K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 237 | 67.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 236 | 67.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 233 | 66.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 226 | 64.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 213 | 60.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 209 | 59.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 206 | 57.5K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 203 | 58K $ | 0.02 % | 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 | |
|---|---|---|
| Hennessy Small Cap Financial Fund Hennessy Funds Trust | 5.11 % | as of Apr 30, 2026 ↗ |
| AVE MARIA VALUE FUND Schwartz Investment Trust | 4.43 % | as of Mar 31, 2026 ↗ |
| Royce Small-Cap Total Return Fund ROYCE FUND | 1.47 % | as of Mar 31, 2026 ↗ |
| Opus Small Cap Value ETF ETF Series Solutions | 1.05 % | as of Apr 30, 2026 ↗ |
| Royce Micro-Cap Fund ROYCE FUND | 0.62 % | as of Mar 31, 2026 ↗ |
| Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 0.62 % | as of Mar 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 0.37 % | as of Mar 31, 2026 ↗ |
| Royce Small-Cap Fund ROYCE FUND | 0.36 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 0.30 % | as of Mar 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 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 | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 154 | +8 | 612,333 | +5.2 % |
| 2026Q1 | 146 | +1 | 581,947 | +0.6 % |
| 2025Q4 | 145 | -3 | 578,696 | +1.0 % |
| 2025Q3 | 148 | +6 | 572,905 | +3.2 % |
| 2025Q2 | 142 | +9 | 555,395 | +5.7 % |
| 2025Q1 | 133 | -3 | 525,272 | -5.2 % |
| 2024Q4 | 136 | +8 | 553,794 | +2.5 % |
| 2024Q3 | 128 | -2 | 540,050 | +0.0 % |
| 2024Q2 | 130 | +5 | 539,831 | -0.2 % |
| 2024Q1 | 125 | -10 | 540,913 | +13.1 % |
| 2023Q4 | 135 | 478,246 |
Institutional managers
127 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Maren Capital LLC | 206,955 | 59.2M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 143,153 | 40.9M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 118,287 | 33.8M $ | as of Mar 31, 2026 |
| Doma Perpetual Capital Management LLC | 117,354 | 33.5M $ | as of Mar 31, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | 81,087 | 23.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 78,698 | 22.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 57,500 | 16.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 42,991 | 12.3M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 41,936 | 12M $ | as of Mar 31, 2026 |
| UBS Group AG | 41,474 | 11.9M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 33,987 | 9.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 27,666 | 7.9M $ | as of Mar 31, 2026 |
| De Lisle Partners LLP | 26,759 | 7.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 25,475 | 7.3M $ | as of Mar 31, 2026 |
| Aptus Capital Advisors, LLC | 25,119 | 7.2M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15,402 | 4.4M $ | as of Mar 31, 2026 |
| Crawford Fund Management, LLC | 14,659 | 4.2M $ | as of Mar 31, 2026 |
| MISSION WEALTH MANAGEMENT, LP | 14,650 | 4.2M $ | as of Mar 31, 2026 |
| BESSEMER GROUP INC | 14,000 | 4K $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 13,859 | 4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 13,712 | 3.9M $ | as of Mar 31, 2026 |
| HENNESSY ADVISORS INC | 13,000 | 3.7M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 12,656 | 3.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 12,163 | 3.5M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 11,073 | 3.2M $ | as of Mar 31, 2026 |
Declared shareholders of Hingham Institution For Savings The
There is 1 beneficial ownership filing. 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 | |
|---|---|---|---|
| ROYCE & ASSOCIATES LP | 5.42 % | 118,281 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Hingham Institution For Savings The". https://titelia.com/en/stocks/hingham-institution-for-savings-the-US4333231029