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
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 5,059239.4K $0.02 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 4,919232.8K $0.02 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 4,868230.4K $0.00 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 4,849229.5K $0.03 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 4,768225.7K $0.05 %0.03 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 4,600217.7K $0.00 %0.03 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 4,600211.5K $0.05 %0.03 %as of Jul 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 4,500206.9K $0.01 %0.03 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 4,294185.7K $0.03 %0.02 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 4,286202.9K $0.00 %0.02 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,272196.4K $0.03 %0.02 %as of Jul 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 4,194192.8K $0.01 %0.02 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 3,839176.5K $0.00 %0.02 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,704175.3K $0.02 %0.02 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 3,642172.4K $0.08 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 3,512166.2K $0.00 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,440162.8K $0.02 %0.02 %as of Jun 30, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 3,333157.8K $0.20 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 3,168149.9K $0.02 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,154136.4K $0.01 %0.02 %as of May 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,762127K $0.01 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,651121.9K $0.01 %0.01 %as of Jul 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 2,621113.4K $0.01 %0.01 %as of May 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,541120.3K $0.02 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 2,531116.4K $0.01 %0.01 %as of Jul 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 2,485117.6K $0.06 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,479117.3K $0.03 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,407113.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,384112.8K $0.02 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 2,358108.4K $0.03 %0.01 %as of Jul 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,345111K $0.08 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,255106.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,04788.5K $0.08 %0.01 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 2,04596.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 2,03193.4K $0.01 %0.01 %as of Jul 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,99294.3K $0.03 %0.01 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,89186.9K $0.02 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,76481.1K $0.01 %0.01 %as of Jul 31, 2026 ↗
SMART Small Cap ETF Tidal Trust I 1,65878.5K $2.02 %0.01 %as of Jun 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,62576.9K $0.04 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,61574.3K $0.00 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,60873.9K $0.00 %0.01 %as of Jul 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,48268.1K $0.02 %0.01 %as of Jul 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,44468.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,33863.3K $0.02 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,32062.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,28961K $0.02 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,28760.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,27060.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,26954.9K $0.00 %0.01 %as of May 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,26059.6K $0.03 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 1,25759.5K $0.00 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,22352.9K $0.04 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,21655.9K $0.00 %0.01 %as of Jul 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,16555.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 1,15354.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 1,10650.9K $0.00 %0.01 %as of Jul 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 1,09447.3K $0.01 %0.01 %as of May 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 93440.4K $0.01 %0.01 %as of May 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 90939.3K $0.01 %0.01 %as of May 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 88441.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 80037.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 75432.6K $0.02 %0.00 %as of May 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 70632.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 69532.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 68832.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 68132.2K $0.04 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 64329.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 64230.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 63629.2K $0.00 %0.00 %as of Jul 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 63227.3K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 59425.7K $0.01 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 58925.5K $0.01 %0.00 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 57727.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 50023.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 49623.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 43620.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Value ETF Fidelity Covington Trust 41019.4K $0.29 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 40817.6K $0.00 %0.00 %as of May 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 38916.8K $0.00 %0.00 %as of May 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 38618.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 38518.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 33015.6K $0.06 %0.00 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 31314.4K $0.08 %0.00 %as of Jul 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 31014.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust 26012.3K $0.05 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 25912.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 2089.6K $0.02 %0.00 %as of Jul 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1547.1K $0.00 %0.00 %as of Jul 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1125.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 924.2K $0.00 %0.00 %as of Jul 31, 2026 ↗
Fidelity Enhanced Small Cap Growth ETF Fidelity Covington Trust 914.3K $0.08 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 874.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 663.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 432K $0.02 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 401.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 281.3K $0.04 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 241.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 15648.8 $0.00 %0.00 %as of May 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 14643.7 $0.01 %0.00 %as of Jul 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

Titelia. "Fund shareholders of Peapack-Gladstone Financial Corp". https://titelia.com/en/stocks/peapack-gladstone-financial-corp-US7046991078