Titelia

Fund shareholders of Peapack-Gladstone Financial Corp

ISIN US7046991078 · United States · LEI 549300G8DN2UK8K0ET30

Fund shareholders
189
Of which ETFs
35 154 other funds
Value held
184.2M $
Share of capital
28.3 % of 17.7M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 492,01117.3M $0.00 %2.78 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 392,81113.8M $0.02 %2.22 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 300,92310.1M $0.04 %1.70 %as of Feb 28, 2026 ↗
Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds 247,1698.7M $0.81 %1.39 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 238,71510M $0.05 %1.35 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 177,1306.2M $0.01 %1.00 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 157,3436.6M $0.02 %0.89 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 130,7194.6M $0.12 %0.74 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 109,2594.6M $0.03 %0.62 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 101,8863.4M $0.07 %0.57 %as of Feb 27, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 101,1924.2M $0.03 %0.57 %as of Apr 30, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 87,9642.9M $0.17 %0.50 %as of Feb 28, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 87,2903.6M $0.05 %0.49 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 86,5123.6M $0.02 %0.49 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 83,1742.8M $0.01 %0.47 %as of Feb 28, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 82,7862.9M $0.02 %0.47 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 79,4882.7M $0.02 %0.45 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 77,5302.6M $0.01 %0.44 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 77,4483.2M $0.04 %0.44 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 75,4862.7M $0.23 %0.43 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 59,6752.1M $0.00 %0.34 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 58,5002.1M $0.25 %0.33 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 58,4572.4M $0.02 %0.33 %as of Apr 30, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 55,7452M $0.05 %0.31 %as of Mar 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 54,2991.8M $0.27 %0.31 %as of Feb 28, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 52,4341.8M $0.02 %0.30 %as of Mar 31, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 50,4191.8M $0.78 %0.28 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 49,1482.1M $0.21 %0.28 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 48,1142M $0.11 %0.27 %as of Apr 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 45,9611.6M $0.18 %0.26 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 45,0691.9M $0.00 %0.25 %as of Apr 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 43,8941.5M $0.13 %0.25 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 40,4301.4M $0.12 %0.23 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,0901.6M $0.00 %0.21 %as of Apr 30, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 38,0001.3M $0.03 %0.21 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 37,7451.6M $0.13 %0.21 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 35,9641.3M $0.00 %0.20 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 35,5181.5M $0.02 %0.20 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 35,2501.2M $0.05 %0.20 %as of Feb 28, 2026 ↗
WPG Partners Select Small Cap Value Fund RBB Fund, Inc. 34,6251.2M $0.56 %0.20 %as of Feb 28, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 33,6721.1M $0.09 %0.19 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 32,3571.4M $0.00 %0.18 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 28,908968.1K $0.00 %0.16 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 27,271960.2K $0.02 %0.15 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 25,693860.5K $0.11 %0.14 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 25,523898.7K $0.05 %0.14 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 25,042838.7K $0.01 %0.14 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 22,666759.1K $0.00 %0.13 %as of Feb 28, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 22,389934.7K $0.99 %0.13 %as of Apr 30, 2026 ↗
AUER GROWTH Unified Series Trust 21,000703.3K $0.97 %0.12 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 20,852870.6K $0.02 %0.12 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 20,279714K $0.23 %0.11 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 18,179759K $0.04 %0.10 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 17,154604K $0.02 %0.10 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 16,803701.5K $0.02 %0.09 %as of Apr 30, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 16,300573.9K $0.83 %0.09 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 16,057565.4K $0.38 %0.09 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 15,409643.3K $0.06 %0.09 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 15,285511.9K $0.06 %0.09 %as of Feb 28, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 13,980492.2K $0.02 %0.08 %as of Mar 31, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 13,713572.5K $0.10 %0.08 %as of Apr 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 13,318468.9K $0.13 %0.08 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 11,725412.8K $0.20 %0.07 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,532481.5K $0.01 %0.07 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 11,474404K $0.02 %0.06 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,191394K $0.02 %0.06 %as of Mar 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 11,171466.4K $0.09 %0.06 %as of Apr 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 11,100390.8K $0.07 %0.06 %as of Mar 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 10,957385.8K $0.05 %0.06 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 10,429435.4K $0.00 %0.06 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 10,157424.1K $0.00 %0.06 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 10,155340.1K $0.00 %0.06 %as of Feb 28, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,106355.8K $0.18 %0.06 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 9,800345.1K $0.02 %0.06 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,257325.9K $0.03 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 8,894313.2K $0.00 %0.05 %as of Mar 31, 2026 ↗
Small Cap Value Fund VALIC Co I 8,862296.8K $0.12 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 8,584358.4K $0.00 %0.05 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 8,435282.5K $0.02 %0.05 %as of Feb 28, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 8,353294.1K $0.15 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 7,865276.9K $0.00 %0.04 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,818261.8K $0.00 %0.04 %as of Feb 28, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 7,131251.1K $0.17 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 7,054248.4K $0.02 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 6,969291K $0.02 %0.04 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,832285.2K $0.00 %0.04 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,823228.5K $0.02 %0.04 %as of Feb 28, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,691279.3K $0.03 %0.04 %as of Apr 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 6,627233.3K $0.08 %0.04 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 6,577274.6K $0.04 %0.04 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,214208.1K $0.01 %0.04 %as of Feb 28, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 6,190217.9K $0.30 %0.03 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 6,165206.5K $0.02 %0.03 %as of Feb 28, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 6,072213.8K $0.02 %0.03 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 6,072203.4K $0.00 %0.03 %as of Feb 28, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 6,005250.7K $0.08 %0.03 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 5,429226.7K $0.01 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 5,300186.6K $0.01 %0.03 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 5,102170.9K $0.11 %0.03 %as of Feb 28, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 5,041177.5K $0.02 %0.03 %as of Mar 31, 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
Dunham Small Cap Value Fund Dunham Funds 0.99 %as of Apr 30, 2026 ↗
AUER GROWTH Unified Series Trust 0.97 %as of Feb 28, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 0.83 %as of Mar 31, 2026 ↗
Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds 0.81 %as of Mar 31, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 0.78 %as of Mar 31, 2026 ↗
WPG Partners Select Small Cap Value Fund RBB Fund, Inc. 0.56 %as of Feb 28, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 0.38 %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 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 0.27 %as of Feb 28, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 0.25 %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.

QuarterShareholdersChangeSharesChange
2026Q2189+95,018,150+6.8 %
2026Q1180-124,698,654-5.6 %
2025Q419204,978,254-2.1 %
2025Q3192+25,086,154-3.4 %
2025Q2190+105,265,947+1.9 %
2025Q1180+35,165,887+2.4 %
2024Q4177+15,042,452-0.4 %
2024Q3176-15,063,298-4.4 %
2024Q2177+35,296,174-0.6 %
2024Q1174-175,325,627+1.7 %
2023Q41915,237,323

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.1,471,34951.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,035,09136.4M $as of Mar 31, 2026
PHILADELPHIA TRUST CO671,77923.7K $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP636,08322.4M $as of Mar 31, 2026
STATE STREET CORP516,91218.2M $as of Mar 31, 2026
Boston Partners496,27217.5M $as of Mar 31, 2026
PEAPACK GLADSTONE FINANCIAL CORP494,25517.4K $as of Mar 31, 2026
BROWN ADVISORY INC456,26616.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC391,39313.8M $as of Mar 31, 2026
STRATEGIC VALUE BANK PARTNERS LLC378,41613.3M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC368,81513M $as of Mar 31, 2026
ALGERT GLOBAL LLC329,41511.6K $as of Mar 31, 2026
BANC FUNDS CO LLC273,9479.6M $as of Mar 31, 2026
SALZHAUER MICHAEL255,7399M $as of Mar 31, 2026
JPMORGAN CHASE & CO243,2438.5M $as of Mar 31, 2026
Russell Investments Group, Ltd.240,1368.5M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC217,0507.6M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP207,0457.3M $as of Mar 31, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C.195,5206.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC192,1716.8M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC172,9486.1K $as of Mar 31, 2026
NORTHERN TRUST CORP136,5064.8M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC130,4144.6M $as of Mar 31, 2026
Oppenheimer & Close, LLC124,9364.4M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC119,3394.2M $as of Mar 31, 2026

Declared shareholders of Peapack-Gladstone 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.

ShareholderDeclared stakeShares
BlackRock, Inc. 6.60 %1,162,411as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Peapack-Gladstone Financial Corp

1 fund declares one bond line of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Thompson Bond Fund13M $as of Feb 28, 2026
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Titelia. "Fund shareholders of Peapack-Gladstone Financial Corp". https://titelia.com/en/stocks/peapack-gladstone-financial-corp-US7046991078