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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| ProShares UltraPro Russell2000 ProShares Trust | 2,988 | 42.6K $ | 0.01 % | 0.02 % | as of Feb 28, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,859 | 42.2K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,845 | 42K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 2,560 | 36.5K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 2,408 | 35.5K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,370 | 35K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 2,194 | 32.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,166 | 30.9K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,100 | 29.9K $ | 0.02 % | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,041 | 30.1K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,802 | 26.6K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 1,747 | 25.8K $ | 0.03 % | 0.01 % | as of Apr 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,747 | 25.8K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,659 | 24.5K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,654 | 23.6K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,584 | 23.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 1,575 | 23.3K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,466 | 21.6K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,444 | 21.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,336 | 19.7K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,300 | 19.2K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 1,163 | 16.6K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,157 | 17.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,143 | 16.3K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,119 | 16.5K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,087 | 16K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 1,028 | 14.7K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 990 | 14.1K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 900 | 13.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 860 | 12.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 836 | 11.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 826 | 12.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 798 | 11.8K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 698 | 10.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 628 | 9.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 547 | 8.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 439 | 6.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 314 | 4.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 309 | 4.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 256 | 3.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 241 | 3.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 182 | 2.7K $ | 0.00 % | as of Mar 31, 2026 ↗ | |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 165 | 2.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 162 | 2.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 123 | 1.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 111 | 1.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 100 | 1.5K $ | 0.00 % | as of Mar 31, 2026 ↗ | |
| SMALL-CAP PROFUND ProFunds | 88 | 1.3K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 66 | 973.5 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 50 | 713 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 24 | 342.2 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 14 | 199.6 $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 13 | 191.8 $ | 0.01 % | 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 | 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.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 153 | +7 | 9,887,776 | +11.8 % |
| 2026Q1 | 146 | +3 | 8,846,872 | +70.8 % |
| 2025Q4 | 143 | +4 | 5,178,913 | +15.9 % |
| 2025Q3 | 139 | -7 | 4,467,126 | -5.4 % |
| 2025Q2 | 146 | 0 | 4,721,324 | -3.3 % |
| 2025Q1 | 146 | +4 | 4,884,647 | +0.1 % |
| 2024Q4 | 142 | +3 | 4,880,773 | -2.0 % |
| 2024Q3 | 139 | -10 | 4,979,345 | -5.4 % |
| 2024Q2 | 149 | -13 | 5,264,907 | -3.6 % |
| 2024Q1 | 162 | -5 | 5,464,042 | +8.9 % |
| 2023Q4 | 167 | 5,016,379 |
Institutional managers
127 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,426,564 | 50.5M $ | as of Mar 31, 2026 |
| Mechanics Bank Trust Department | 2,301,961 | 34M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,710,425 | 25.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,420,519 | 21M $ | as of Mar 31, 2026 |
| GW&K Investment Management, LLC | 1,133,087 | 16.7K $ | as of Mar 31, 2026 |
| Composition Wealth, LLC | 1,115,781 | 16.5M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,098,400 | 16.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 773,368 | 11.4M $ | as of Mar 31, 2026 |
| J. Goldman & Co LP | 684,185 | 10.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 680,535 | 10M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 644,981 | 9.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 644,573 | 9.5M $ | as of Mar 31, 2026 |
| Philosophy Capital Management LLC | 582,001 | 8.6M $ | as of Mar 31, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | 545,321 | 8M $ | as of Mar 31, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 532,690 | 7.9M $ | as of Mar 31, 2026 |
| CenterBook Partners LP | 515,725 | 7.6M $ | as of Mar 31, 2026 |
| Sculptor Capital LP | 512,727 | 7.6M $ | as of Mar 31, 2026 |
| Stieven Capital Advisors, L.P. | 438,635 | 6.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 381,349 | 5.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 373,948 | 5.5M $ | as of Mar 31, 2026 |
| Siena Capital Partners GP, LLC | 353,216 | 5.2M $ | as of Mar 31, 2026 |
| Simcoe Capital LLC | 347,733 | 5.1M $ | as of Mar 31, 2026 |
| MENDON CAPITAL ADVISORS CORP | 347,614 | 5.1M $ | as of Mar 31, 2026 |
| Capital Planning Advisors, LLC | 343,313 | 5.1M $ | as of Mar 31, 2026 |
| Squarepoint Ops LLC | 318,915 | 4.7M $ | as of Mar 31, 2026 |
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Titelia. "Funds holding Mechanics Bancorp". https://titelia.com/en/stocks/mechanics-bancorp-US43785V1026