Titelia

Fund shareholders of Peapack-Gladstone Financial Corp

ISIN US7046991078 · United States · LEI 549300G8DN2UK8K0ET30

Fund shareholders
202
Of which ETFs
45 157 other funds
Value held
246.4M $
Share of capital
30.2 % of 17.7M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 505,47823.9M $0.00 %2.85 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 431,39920.4M $0.02 %2.43 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 355,34515.4M $0.06 %2.00 %as of May 31, 2026 ↗
Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds 242,87911.5M $0.93 %1.37 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 238,71511M $0.06 %1.35 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 183,4298.7M $0.01 %1.03 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 174,8898M $0.02 %0.99 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 158,4967.5M $0.16 %0.89 %as of Jun 30, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 154,2986.7M $0.35 %0.87 %as of May 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 109,2595M $0.03 %0.62 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 101,1364.7M $0.03 %0.57 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 100,5084.3M $0.08 %0.57 %as of May 29, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 88,2694.1M $0.05 %0.50 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 86,5124M $0.02 %0.49 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 85,3334M $0.03 %0.48 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 82,8863.6M $0.01 %0.47 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 82,3163.6M $0.02 %0.46 %as of May 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 77,5693.6M $0.05 %0.44 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 76,6923.6M $0.27 %0.43 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 76,4403.3M $0.01 %0.43 %as of May 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 73,4453.5M $0.06 %0.41 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 70,3223.3M $0.02 %0.40 %as of Jun 30, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 66,7342.9M $0.37 %0.38 %as of May 31, 2026 ↗
WPG Partners Select Small Cap Value Fund RBB Fund, Inc. 60,9342.6M $1.13 %0.34 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 58,4572.7M $0.02 %0.33 %as of Jul 31, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 56,6362.6M $0.12 %0.32 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 54,6752.6M $0.17 %0.31 %as of Jun 30, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 52,8682.5M $0.94 %0.30 %as of Jun 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 49,7562.4M $0.21 %0.28 %as of Jun 30, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 48,4412.2M $0.05 %0.27 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 45,0692.1M $0.00 %0.25 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 44,9722.1M $0.21 %0.25 %as of Jul 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 43,8942.1M $0.16 %0.25 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 40,7001.9M $0.21 %0.23 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 39,1921.8M $0.02 %0.22 %as of Jul 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 38,5881.8M $0.17 %0.22 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,0901.8M $0.00 %0.21 %as of Jul 31, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 38,0001.8M $0.04 %0.21 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 37,2771.6M $0.06 %0.21 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 36,7801.7M $0.00 %0.21 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 33,6721.5M $0.11 %0.19 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 33,0871.5M $0.00 %0.19 %as of Jul 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 32,1281.4M $0.17 %0.18 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 30,1841.4M $0.02 %0.17 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 28,9081.3M $0.00 %0.16 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 25,3851.2M $0.09 %0.14 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 24,3221.1M $0.01 %0.14 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 23,8621M $0.00 %0.13 %as of May 31, 2026 ↗
AUER GROWTH Unified Series Trust 21,000908.3K $1.15 %0.12 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 20,852958.8K $0.02 %0.12 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 18,865892.9K $0.27 %0.11 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 18,179835.9K $0.04 %0.10 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 18,087856.1K $0.02 %0.10 %as of Jun 30, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 17,977826.6K $0.89 %0.10 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 17,927848.5K $0.04 %0.10 %as of Jun 30, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 16,300771.5K $0.84 %0.09 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 16,057760K $0.44 %0.09 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 15,946733.2K $0.03 %0.09 %as of Jul 31, 2026 ↗
Small Cap Value Fund VALIC Co I 14,492626.8K $0.25 %0.08 %as of May 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 13,483638.2K $0.12 %0.08 %as of Jun 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 13,318630.3K $0.14 %0.08 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 13,150568.7K $0.06 %0.07 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 12,124573.8K $0.03 %0.07 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 11,725554.9K $0.23 %0.07 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,532530.2K $0.01 %0.07 %as of Jul 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,103525.5K $0.22 %0.06 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 11,100525.4K $0.08 %0.06 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 10,550499.3K $0.02 %0.06 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,491496.5K $0.02 %0.06 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 10,429479.5K $0.00 %0.06 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 10,157467K $0.00 %0.06 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 10,155439.2K $0.00 %0.06 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 9,800463.8K $0.02 %0.06 %as of Jun 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 9,563439.7K $0.10 %0.05 %as of Jul 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,257438.1K $0.04 %0.05 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 8,643409.1K $0.00 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 8,584394.7K $0.00 %0.05 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 8,435364.8K $0.02 %0.05 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 8,353395.3K $0.00 %0.05 %as of Jun 30, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 8,353395.3K $0.18 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 8,220389.1K $0.02 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 7,865372.3K $0.00 %0.04 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,818338.1K $0.00 %0.04 %as of May 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 7,717354.8K $0.02 %0.04 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 7,463322.8K $0.03 %0.04 %as of May 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 7,308345.9K $0.11 %0.04 %as of Jun 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 7,131337.5K $0.09 %0.04 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 6,900326.6K $0.02 %0.04 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,832314.1K $0.00 %0.04 %as of Jul 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 6,798294K $0.11 %0.04 %as of May 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,691307.7K $0.03 %0.04 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 6,645305.5K $0.00 %0.04 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 6,430278.1K $0.10 %0.04 %as of May 31, 2026 ↗
Small Cap Index Fund VALIC Co I 6,256270.6K $0.02 %0.04 %as of May 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 6,246295.6K $0.34 %0.04 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,169266.8K $0.02 %0.03 %as of May 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 6,072262.6K $0.00 %0.03 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 5,821267.6K $0.01 %0.03 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 5,800274.5K $0.01 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 5,700269.8K $0.01 %0.03 %as of Jun 30, 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
SMART Small Cap ETF Tidal Trust I 2.02 %as of Jun 30, 2026 ↗
AUER GROWTH Unified Series Trust 1.15 %as of May 31, 2026 ↗
WPG Partners Select Small Cap Value Fund RBB Fund, Inc. 1.13 %as of May 31, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 0.94 %as of Jun 30, 2026 ↗
Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds 0.93 %as of Jun 30, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 0.89 %as of Jul 31, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 0.84 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 0.44 %as of Jun 30, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 0.37 %as of May 31, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 0.35 %as of May 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
2026Q3202+135,358,594+6.8 %
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
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Titelia. "Fund shareholders of Peapack-Gladstone Financial Corp". https://titelia.com/en/stocks/peapack-gladstone-financial-corp-US7046991078