Titelia

Funds holding Mechanics Bancorp

ISIN US43785V1026 · United States

Fund holders
153
Of which ETFs
34 119 other funds
Value held
145.1M $
Share of capital
52.3 % of 18.9M shares on Aug 4, 2025
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,495,37422.1M $0.00 %7.90 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,182,84917.4M $0.02 %6.25 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 785,14711.6M $0.60 %4.15 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 649,8529.6M $0.26 %3.43 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 535,4167.9M $0.01 %2.83 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 483,0627.1M $0.02 %2.55 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 414,7146.1M $0.05 %2.19 %as of Mar 31, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 318,7694.7M $2.07 %1.68 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 287,9104.1M $0.04 %1.52 %as of Feb 28, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 255,4053.6M $0.01 %1.35 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 240,4493.4M $0.02 %1.27 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 233,4383.3M $0.02 %1.23 %as of Feb 28, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 158,3382.3M $0.22 %0.84 %as of Apr 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 155,7642.3M $0.16 %0.82 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 135,5191.9M $0.01 %0.72 %as of Feb 28, 2026 ↗
iShares Micro-Cap ETF iShares Trust 122,2141.8M $0.15 %0.65 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 105,5011.6M $0.02 %0.56 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 103,8561.5M $0.02 %0.55 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 100,3651.4M $0.00 %0.53 %as of Feb 28, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 90,9581.3M $0.01 %0.48 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 90,7181.3M $0.01 %0.48 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 83,8581.2M $0.00 %0.44 %as of Feb 28, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 79,1431.2M $0.01 %0.42 %as of Apr 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 77,6001.1M $1.57 %0.41 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 76,3911.1M $0.00 %0.40 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 75,3701.1M $0.02 %0.40 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 73,2991.1M $0.01 %0.39 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 72,0881M $0.01 %0.38 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 60,533892.9K $0.05 %0.32 %as of Mar 31, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 60,462892.7K $2.02 %0.32 %as of Apr 30, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Investment Program 59,070871.3K $0.06 %0.31 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 57,270845.6K $0.02 %0.30 %as of Apr 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 55,506819.5K $0.17 %0.29 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 51,404758.2K $0.02 %0.27 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 46,937693K $0.06 %0.25 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 46,192682K $0.03 %0.24 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 36,111514.9K $0.05 %0.19 %as of Feb 28, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 35,597525.6K $0.01 %0.19 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 33,216490.4K $0.00 %0.18 %as of Apr 30, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 32,629481.3K $0.02 %0.17 %as of Mar 31, 2026 ↗
VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC 32,261475.8K $0.26 %0.17 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 31,452464.4K $0.00 %0.17 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 28,780424.5K $0.03 %0.15 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 27,964398.8K $0.00 %0.15 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 27,221401.9K $0.00 %0.14 %as of Apr 30, 2026 ↗
Voya MI Dynamic Small Cap Fund Voya Equity Trust 27,146387.1K $0.23 %0.14 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 25,554377.3K $0.00 %0.14 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 25,519376.4K $0.00 %0.13 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 25,245372.4K $0.01 %0.13 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 23,750350.3K $0.00 %0.13 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 22,629334.1K $0.01 %0.12 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 22,255328.3K $0.02 %0.12 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 21,431316.1K $0.00 %0.11 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 21,003310.1K $0.02 %0.11 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 19,323275.5K $0.02 %0.10 %as of Feb 28, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 18,862278.2K $0.02 %0.10 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 18,394271.6K $0.04 %0.10 %as of Apr 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 17,696261K $0.02 %0.09 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 17,301255.4K $0.01 %0.09 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 17,185253.5K $0.00 %0.09 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 17,174253.3K $0.01 %0.09 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 15,901234.5K $0.02 %0.08 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 15,602230.1K $0.03 %0.08 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 15,560229.5K $0.01 %0.08 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 15,185224.2K $0.02 %0.08 %as of Apr 30, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 14,762218K $0.05 %0.08 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 12,962191.2K $0.02 %0.07 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 12,309181.6K $0.02 %0.07 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 9,552140.9K $0.02 %0.05 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,172130.8K $0.01 %0.05 %as of Feb 28, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,965132.2K $0.01 %0.05 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 8,896131.2K $0.02 %0.05 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 8,710128.5K $0.07 %0.05 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 8,481125.2K $0.00 %0.04 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,405124.1K $0.00 %0.04 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 8,107119.7K $0.01 %0.04 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 7,382109K $0.03 %0.04 %as of Apr 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 7,266107.2K $0.02 %0.04 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 6,893101.7K $0.02 %0.04 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 6,24492.2K $0.00 %0.03 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 5,89086.9K $0.02 %0.03 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,68083.8K $0.02 %0.03 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,47680.9K $0.02 %0.03 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 4,73269.9K $0.01 %0.03 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 4,65568.7K $0.00 %0.02 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,64168.5K $0.01 %0.02 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 4,54567.1K $0.00 %0.02 %as of Apr 30, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 4,10760.6K $0.05 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,08058.2K $0.00 %0.02 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4,01359.3K $0.00 %0.02 %as of Apr 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 3,93758.1K $0.02 %0.02 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,90457.6K $0.02 %0.02 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 3,86957.1K $0.02 %0.02 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 3,68754.4K $0.02 %0.02 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 3,54652.3K $0.00 %0.02 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,42050.4K $0.01 %0.02 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,39750.1K $0.00 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,10045.8K $0.01 %0.02 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 3,02044.5K $0.01 %0.02 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 3,00242.8K $0.02 %0.02 %as of Feb 28, 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 2.07 %as of Mar 31, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 2.02 %as of Apr 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 1.57 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 0.60 %as of Mar 31, 2026 ↗
VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC 0.26 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 0.26 %as of Mar 31, 2026 ↗
Voya MI Dynamic Small Cap Fund Voya Equity Trust 0.23 %as of Feb 28, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.22 %as of Apr 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 0.17 %as of Apr 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 0.16 %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
2026Q2153+79,887,776+11.8 %
2026Q1146+38,846,872+70.8 %
2025Q4143+45,178,913+15.9 %
2025Q3139-74,467,126-5.4 %
2025Q214604,721,324-3.3 %
2025Q1146+44,884,647+0.1 %
2024Q4142+34,880,773-2.0 %
2024Q3139-104,979,345-5.4 %
2024Q2149-135,264,907-3.6 %
2024Q1162-55,464,042+8.9 %
2023Q41675,016,379

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.3,426,56450.5M $as of Mar 31, 2026
Mechanics Bank Trust Department2,301,96134M $as of Mar 31, 2026
STATE STREET CORP1,710,42525.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,420,51921M $as of Mar 31, 2026
GW&K Investment Management, LLC1,133,08716.7K $as of Mar 31, 2026
Composition Wealth, LLC1,115,78116.5M $as of Mar 31, 2026
Bank of New York Mellon Corp1,098,40016.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP773,36811.4M $as of Mar 31, 2026
J. Goldman & Co LP684,18510.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC680,53510M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.644,9819.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC644,5739.5M $as of Mar 31, 2026
Philosophy Capital Management LLC582,0018.6M $as of Mar 31, 2026
Philadelphia Financial Management of San Francisco, LLC545,3218M $as of Mar 31, 2026
MALTESE CAPITAL MANAGEMENT LLC532,6907.9M $as of Mar 31, 2026
CenterBook Partners LP515,7257.6M $as of Mar 31, 2026
Sculptor Capital LP512,7277.6M $as of Mar 31, 2026
Stieven Capital Advisors, L.P.438,6356.5M $as of Mar 31, 2026
MORGAN STANLEY381,3495.6M $as of Mar 31, 2026
NORTHERN TRUST CORP373,9485.5M $as of Mar 31, 2026
Siena Capital Partners GP, LLC353,2165.2M $as of Mar 31, 2026
Simcoe Capital LLC347,7335.1M $as of Mar 31, 2026
MENDON CAPITAL ADVISORS CORP347,6145.1M $as of Mar 31, 2026
Capital Planning Advisors, LLC343,3135.1M $as of Mar 31, 2026
Squarepoint Ops LLC318,9154.7M $as of Mar 31, 2026
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Titelia. "Funds holding Mechanics Bancorp". https://titelia.com/en/stocks/mechanics-bancorp-US43785V1026