Titelia

Fund shareholders of Perella Weinberg Partners

ISIN US71367G1022 · United States

Fund shareholders
197
Of which ETFs
31 166 other funds
Value held
≈ 567.8M $ 565.5M $ · 487.7K € · 16.7M SEK
FundSharesValueWeight in fund
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 2,602,59541.5M $0.04 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,148,87934.3M $0.00 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 1,895,41933.5M $0.61 %as of Jul 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,845,15329.4M $0.04 %as of Jun 30, 2026 ↗
Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I 1,788,16630.7M $0.84 %as of May 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 1,425,33422.7M $0.02 %as of Jun 30, 2026 ↗
Nuveen Multi Cap Value Fund Nuveen Investment Trust 1,089,74117.4M $1.38 %as of Jun 30, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 1,007,37317.3M $0.31 %as of May 29, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 898,57015.9M $0.55 %as of Jul 31, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 864,21013.8M $1.31 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 817,30313M $0.01 %as of Jun 30, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 801,17314.1M $1.05 %as of Jul 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 767,28813.5M $0.04 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 715,56012.6M $0.28 %as of Jul 31, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 681,72811.7M $0.62 %as of May 31, 2026 ↗
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 659,97510.5M $0.86 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 648,51610.4M $0.07 %as of Jun 30, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 628,80711.1M $0.71 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 562,7279.9M $0.11 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 454,4267.3M $1.73 %as of Jun 30, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 446,8597.9M $0.90 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 435,2287.5M $0.79 %as of May 31, 2026 ↗
Royce Small-Cap Opportunity Fund ROYCE FUND 406,2586.5M $0.46 %as of Jun 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 386,1956.8M $0.18 %as of Jul 31, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 353,9935.6M $0.63 %as of Jun 30, 2026 ↗
AMG GW&K Small Cap Core Fund AMG Funds 353,4835.6M $0.73 %as of Jun 30, 2026 ↗
Carillon Eagle Small Cap Growth Fund Carillon Series Trust 347,7775.6M $1.11 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 344,7905.9M $0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 335,9995.8M $0.03 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 320,1545.5M $0.02 %as of May 31, 2026 ↗
WPG Partners Select Small Cap Value Fund RBB Fund, Inc. 270,2554.6M $1.98 %as of May 31, 2026 ↗
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 261,8094.2M $0.63 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 252,0554.4M $0.02 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 244,6954.3M $0.03 %as of Jul 31, 2026 ↗
Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust 236,0983.8M $1.19 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 234,3704M $0.00 %as of May 31, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 231,2604M $0.32 %as of May 31, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 209,2233.6M $0.46 %as of May 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 208,9673.7M $0.38 %as of Jul 31, 2026 ↗
Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST 204,0033.3M $0.84 %as of Jun 30, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 195,8353.1M $0.71 %as of Jun 30, 2026 ↗
Hartford Schroders US Small Cap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 173,5703.1M $1.78 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 170,7553M $0.04 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 160,0642.8M $0.04 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust 144,7182.5M $0.98 %as of May 31, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 138,0002.4M $0.36 %as of Jul 31, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 136,2322.2M $0.51 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 131,3312.1M $0.04 %as of Jun 30, 2026 ↗
Rockefeller US Small Cap Core Fund Trust for Professional Managers 129,6082.2M $2.23 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 124,8752.1M $0.00 %as of May 31, 2026 ↗
WesMark Small Company Fund WesMark Funds 124,0002M $1.06 %as of Jun 30, 2026 ↗
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 123,5882.2M $0.79 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 121,6491.9M $0.74 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 120,1641.9M $0.30 %as of Jun 30, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 110,6751.8M $0.24 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 107,9941.9M $0.01 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 101,3791.7M $0.00 %as of May 31, 2026 ↗
Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust 100,9551.6M $1.22 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 100,4671.6M $0.00 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 99,9791.6M $0.44 %as of Jun 30, 2026 ↗
SEB Nordamerikafond Småbolag SEB Funds AB 96,29416.7M SEK0.81 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 95,8141.7M $0.08 %as of Jul 31, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 93,7931.5M $1.17 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 92,9791.6M $0.04 %as of Jul 31, 2026 ↗
iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust 90,2341.4M $0.11 %as of Jun 30, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 88,1071.4M $0.75 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 85,3131.4M $0.34 %as of Jun 30, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 84,8391.4M $0.83 %as of Jun 30, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 84,0811.3M $0.50 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 76,8881.2M $0.03 %as of Jun 30, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 76,0061.3M $0.22 %as of Jul 31, 2026 ↗
SMALLCAP World Fund AMERICAN FUNDS INSURANCE SERIES 72,9931.2M $0.05 %as of Jun 30, 2026 ↗
Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust 66,8001.1M $0.97 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 65,8311.1M $0.07 %as of Jun 30, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 64,1031M $0.37 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 61,4391.1M $0.06 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 54,358867.6K $0.04 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 53,741948.5K $0.00 %as of Jul 31, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 50,404889.6K $0.96 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 50,000798K $0.04 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 47,730842.4K $0.00 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 45,067719.3K $0.29 %as of Jun 30, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 44,899716.6K $0.51 %as of Jun 30, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 44,725713.8K $0.09 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 42,682753.3K $0.00 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 42,270746.1K $0.00 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 42,262725.2K $0.00 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 41,620664.3K $0.04 %as of Jun 30, 2026 ↗
MML VIP Wellington Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 41,220657.9K $0.41 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 40,489694.8K $0.00 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 39,567698.4K $0.00 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 38,979688K $0.00 %as of Jul 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 37,958605.8K $0.41 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 37,412660.3K $0.02 %as of Jul 31, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 36,428581.4K $0.64 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 35,715570K $0.03 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 34,708553.9K $0.00 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 33,573592.6K $0.04 %as of Jul 31, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 33,289587.6K $0.20 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 32,270515K $0.02 %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
Rockefeller US Small Cap Core Fund Trust for Professional Managers 2.23 %as of May 31, 2026 ↗
WPG Partners Select Small Cap Value Fund RBB Fund, Inc. 1.98 %as of May 31, 2026 ↗
Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 1.92 %as of Jul 31, 2026 ↗
Hartford Schroders US Small Cap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 1.78 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 1.73 %as of Jun 30, 2026 ↗
Nuveen Multi Cap Value Fund Nuveen Investment Trust 1.38 %as of Jun 30, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 1.31 %as of Jun 30, 2026 ↗
Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust 1.22 %as of Jun 30, 2026 ↗
Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust 1.19 %as of Jun 30, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 1.17 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3195-1833,917,622+1.5 %
2026Q2213+533,402,888+14.2 %
2026Q1208+229,242,190+7.5 %
2025Q4206+227,207,153+15.0 %
2025Q3204+1623,664,168+18.5 %
2025Q2188-119,964,387+2.4 %
2025Q1189+1119,499,914+0.4 %
2024Q4178+619,414,508+11.3 %
2024Q3172+1117,440,835+8.7 %
2024Q2161+2616,043,659+34.6 %
2024Q1135+1111,918,667+16.0 %
2023Q412410,274,869

Institutional managers

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

ManagerSharesValue
FMR LLC10,044,082182.4M $as of Mar 31, 2026
BlackRock, Inc.4,775,77686.7M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC4,076,31374M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP3,925,85471.3M $as of Mar 31, 2026
Nuveen, LLC2,975,45754M $as of Mar 31, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.2,611,85847.4M $as of Mar 31, 2026
Capital World Investors2,602,59547.3M $as of Mar 31, 2026
Boston Partners1,983,84436M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC1,967,17035.7M $as of Mar 31, 2026
WESTWOOD HOLDINGS GROUP INC1,958,25235.6M $as of Mar 31, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC1,867,59533.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,841,28033.4M $as of Mar 31, 2026
STATE STREET CORP1,774,56832.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,613,67329.3M $as of Mar 31, 2026
Walleye Capital LLC1,346,31024.4M $as of Mar 31, 2026
FRANKLIN RESOURCES INC1,345,37424.4M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,316,48223.9M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC1,310,16322.9M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,249,13622.7M $as of Mar 31, 2026
Aristotle Capital Boston, LLC1,233,45822.4M $as of Mar 31, 2026
WASATCH ADVISORS LP1,120,40420.3M $as of Mar 31, 2026
GW&K Investment Management, LLC1,054,00519.1K $as of Mar 31, 2026
EMERALD ADVISERS, LLC1,019,86918.5M $as of Mar 31, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP989,78817.3M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP971,99117.7M $as of Mar 31, 2026

Declared shareholders of Perella Weinberg Partners

There are 6 beneficial ownership filings. 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
FMR LLC and 1 other13.90 %9,897,191as of Jun 30, 2026 · SCHEDULE 13G
Wellington Management Group LLP and 3 others7.30 %5,189,199as of Jun 30, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.01 %3,563,591as of Jun 30, 2026 · SCHEDULE 13G
Nuveen Asset Management, LLC 2.86 %2,033,386as of Jun 30, 2026 · SCHEDULE 13G
TIAA CREF INVESTMENT MANAGEMENT LLC 2.01 %1,425,334as of Jun 30, 2026 · SCHEDULE 13G
TEACHERS ADVISORS, LLC 0.20 %142,358as of Jun 30, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Perella Weinberg Partners". https://titelia.com/en/stocks/perella-weinberg-partners-US71367G1022