Funds holding Norwood Financial Corp
ISIN US6695491075 · United States
- Fund holders
- 124
- Of which ETFs
- 26 98 other funds
- Value held
- 44.9M $
- Share of capital
- 14.0 % of 10.9M shares on Aug 1, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 304,220 | 9M $ | 0.00 % | 2.79 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 243,435 | 7.2M $ | 0.01 % | 2.23 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 113,404 | 3.3M $ | 0.00 % | 1.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 99,078 | 2.9M $ | 0.01 % | 0.91 % | as of Apr 30, 2026 ↗ |
| Regional Bank Fund John Hancock Investment Trust II | 82,109 | 2.4M $ | 0.28 % | 0.75 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 79,341 | 2.3M $ | 0.02 % | 0.73 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 53,007 | 1.5M $ | 0.00 % | 0.49 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 48,952 | 1.4M $ | 0.01 % | 0.45 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 29,263 | 856.5K $ | 0.01 % | 0.27 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 28,676 | 839.3K $ | 0.00 % | 0.26 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 25,897 | 761.9K $ | 0.00 % | 0.24 % | as of Mar 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 25,692 | 752K $ | 0.01 % | 0.24 % | as of Apr 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 25,330 | 745.2K $ | 0.06 % | 0.23 % | as of Mar 31, 2026 ↗ |
| Emerald Growth Fund FINANCIAL INVESTORS TRUST | 25,000 | 731.8K $ | 0.05 % | 0.23 % | as of Apr 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 21,607 | 632.4K $ | 0.01 % | 0.20 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 18,213 | 529.3K $ | 0.00 % | 0.17 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 17,007 | 500.3K $ | 0.19 % | 0.16 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 15,540 | 451.6K $ | 0.00 % | 0.14 % | as of Feb 28, 2026 ↗ |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 15,374 | 450K $ | 0.36 % | 0.14 % | as of Apr 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 14,266 | 419.7K $ | 0.01 % | 0.13 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 11,630 | 342.2K $ | 0.02 % | 0.11 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,373 | 332.9K $ | 0.00 % | 0.10 % | as of Apr 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 10,276 | 302.3K $ | 0.25 % | 0.09 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 9,670 | 283K $ | 0.01 % | 0.09 % | as of Apr 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 8,883 | 261.3K $ | 0.01 % | 0.08 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 7,152 | 210.4K $ | 0.01 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 7,076 | 208.2K $ | 0.00 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 7,060 | 206.6K $ | 0.00 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 7,028 | 204.2K $ | 0.02 % | 0.06 % | as of Feb 28, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,936 | 203K $ | 0.00 % | 0.06 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,668 | 193.8K $ | 0.02 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 6,661 | 195K $ | 0.00 % | 0.06 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 6,641 | 195.4K $ | 0.01 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 6,582 | 192.7K $ | 0.00 % | 0.06 % | as of Apr 30, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,500 | 161.8K $ | 0.01 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 5,479 | 159.2K $ | 0.00 % | 0.05 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 5,380 | 158.3K $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,152 | 150.8K $ | 0.00 % | 0.05 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 5,054 | 148.7K $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 5,029 | 148K $ | 0.01 % | 0.05 % | as of Mar 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,505 | 131.9K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 4,382 | 128.3K $ | 0.01 % | 0.04 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 4,366 | 128.4K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 4,303 | 126.6K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,010 | 116.5K $ | 0.06 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 3,984 | 115.8K $ | 0.01 % | 0.04 % | as of Feb 28, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 3,863 | 113.6K $ | 0.16 % | 0.04 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,799 | 110.4K $ | 0.04 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 3,602 | 105.4K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,518 | 103.5K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 3,190 | 93.8K $ | 0.02 % | 0.03 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 2,947 | 86.7K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,500 | 72.7K $ | 0.01 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,376 | 69.9K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 2,264 | 66.6K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 1,955 | 56.8K $ | 0.00 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 1,944 | 57.2K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,827 | 53.8K $ | 0.03 % | 0.02 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,634 | 48.1K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,633 | 47.8K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 1,622 | 47.7K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 1,550 | 45.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 1,540 | 45.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,470 | 43K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,437 | 41.8K $ | 0.02 % | 0.01 % | as of Feb 28, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,375 | 40.5K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,359 | 40K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,281 | 37.7K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,188 | 35K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,169 | 34.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,138 | 33.3K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 1,130 | 33.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 1,069 | 31.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,066 | 31.2K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,055 | 30.9K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,047 | 30.6K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 852 | 25.1K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 849 | 25K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 741 | 21.8K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 735 | 21.6K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 720 | 21.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 713 | 21K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 711 | 20.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 698 | 20.4K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 678 | 19.7K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 675 | 19.6K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 666 | 19.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 609 | 17.9K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 576 | 16.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 539 | 15.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 539 | 15.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 533 | 15.5K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 513 | 14.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 512 | 14.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 511 | 15K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 432 | 12.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 406 | 11.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 340 | 10K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 337 | 9.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 325 | 9.6K $ | 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 | |
|---|---|---|
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 0.36 % | as of Apr 30, 2026 ↗ |
| Regional Bank Fund John Hancock Investment Trust II | 0.28 % | as of Apr 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.25 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 0.19 % | as of Mar 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 0.16 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 0.06 % | as of Feb 28, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.06 % | as of Mar 31, 2026 ↗ |
| Emerald Growth Fund FINANCIAL INVESTORS TRUST | 0.05 % | as of Apr 30, 2026 ↗ |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 0.04 % | as of Feb 28, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.03 % | 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 | 124 | +7 | 1,530,635 | +18.1 % |
| 2026Q1 | 117 | +6 | 1,296,275 | +3.1 % |
| 2025Q4 | 111 | +3 | 1,256,931 | -5.6 % |
| 2025Q3 | 108 | -2 | 1,331,986 | +2.5 % |
| 2025Q2 | 110 | +3 | 1,299,542 | +6.3 % |
| 2025Q1 | 107 | +3 | 1,222,901 | +14.0 % |
| 2024Q4 | 104 | 0 | 1,073,071 | +1.6 % |
| 2024Q3 | 104 | -1 | 1,056,101 | -0.1 % |
| 2024Q2 | 105 | -1 | 1,057,532 | -1.2 % |
| 2024Q1 | 106 | +2 | 1,070,311 | +2.6 % |
| 2023Q4 | 104 | 1,042,868 |
Institutional managers
101 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 750,791 | 22.1M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 660,683 | 19.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 239,670 | 7.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 237,415 | 7M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 175,061 | 5.2M $ | as of Mar 31, 2026 |
| Bulldog Investors, LLP | 170,000 | 5M $ | as of Mar 31, 2026 |
| Cornerstone Wealth Group, LLC | 166,585 | 5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 155,908 | 4.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 141,668 | 4.2M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 98,346 | 2.9M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 79,377 | 2.3M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 65,526 | 1.9M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 61,928 | 1.8M $ | as of Mar 31, 2026 |
| Stonebridge Financial Group, LLC | 57,228 | 1.7M $ | as of Mar 31, 2026 |
| SEGALL BRYANT & HAMILL, LLC | 55,755 | 1.6M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 48,907 | 1.4M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 41,159 | 1.2M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 38,128 | 1.1M $ | as of Mar 31, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 36,774 | 1.1M $ | as of Mar 31, 2026 |
| Squarepoint Ops LLC | 36,477 | 1.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 35,356 | 1M $ | as of Mar 31, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 33,208 | 977K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 31,045 | 913.3K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 28,676 | 843.6K $ | as of Mar 31, 2026 |
| Minerva Advisors LLC | 28,580 | 840.8K $ | as of Mar 31, 2026 |
Declared shareholders of Norwood Financial Corp
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 | |
|---|---|---|---|
| Wellington Management Group LLP and 3 others | 6.90 % | 750,791 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Norwood Financial Corp". https://titelia.com/en/stocks/norwood-financial-corp-US6695491075