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
iShares Russell 3000 ETF iShares Trust 4,903172.6K $0.00 %0.03 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 4,500187.9K $0.00 %0.03 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 4,460157K $0.01 %0.03 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 4,330145K $0.06 %0.02 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 4,286150.9K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 4,263150.1K $0.02 %0.02 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 4,261177.9K $0.00 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 3,839160.3K $0.00 %0.02 %as of Apr 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 3,752156.6K $0.01 %0.02 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,440121.1K $0.02 %0.02 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,230113.7K $0.01 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,168111.5K $0.02 %0.02 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,154105.6K $0.01 %0.02 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 3,125104.7K $0.01 %0.02 %as of Feb 28, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 2,958104.2K $0.03 %0.02 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,95599K $0.04 %0.02 %as of Feb 28, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,911102.5K $0.06 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 2,880101.4K $0.02 %0.02 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,762115.3K $0.00 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,753114.9K $0.02 %0.02 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,651110.7K $0.01 %0.01 %as of Apr 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 2,62187.8K $0.01 %0.01 %as of Feb 28, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 2,48587.5K $0.05 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,40784.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 2,36298.6K $0.02 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,27680.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,25179.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 2,22778.4K $0.04 %0.01 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,22278.2K $0.06 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,21878.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,99470.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,99270.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,95568.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 1,79063K $0.00 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,74072.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,69870.9K $0.02 %0.01 %as of Apr 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,62557.2K $0.03 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,60867.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,44450.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,33847.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,32046.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,28745.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,26942.5K $0.00 %0.01 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 1,25744.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,23051.4K $0.02 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,22341K $0.03 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,21742.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,21650.8K $0.00 %0.01 %as of Apr 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,17841.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,16541K $0.01 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,11539.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 1,09436.6K $0.01 %0.01 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,00035.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 99133.2K $0.01 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 99133.2K $0.01 %0.01 %as of Feb 28, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 84329.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 80833.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 79026.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 78727.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 69323.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 66022.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 64222.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 57720.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 50017.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 49820.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 49017.3K $0.08 %0.00 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 45115.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 43615.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 40813.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 38613.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 38313.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 38013.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 36212.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 27311.4K $0.07 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 2599.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 1817.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1546.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1315.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1123.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 873.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 822.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 541.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 401.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 381.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 291.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 22774.6 $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 16535.8 $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 5167.5 $0.02 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 4140.8 $0.01 %0.00 %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