Titelia

Fund shareholders of Perella Weinberg Partners

ISIN US71367G1022 · United States

Fund shareholders
215
Of which ETFs
34 181 other funds
Value held
654.4M $ 487.7K € · 16.7M SEK
FundSharesValueWeight in fund
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 2,602,59547.3M $0.06 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,950,47935.4M $0.00 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 1,943,91944.2M $0.87 %as of Apr 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,595,87629M $0.04 %as of Mar 31, 2026 ↗
Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I 1,330,68824.6M $0.77 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 1,219,98922.2M $0.02 %as of Mar 31, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 1,064,72319.7M $0.34 %as of Feb 27, 2026 ↗
Nuveen Multi Cap Value Fund Nuveen Investment Trust 883,70016M $1.51 %as of Mar 31, 2026 ↗
Putnam Small Cap Growth Fund Putnam Funds Trust 867,31115.8M $0.58 %as of Mar 31, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 801,17318.2M $1.41 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 742,50813.5M $0.02 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 715,56016.3M $0.38 %as of Apr 30, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 663,93512.1M $1.29 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 645,13014.7M $0.05 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 628,80714.3M $0.88 %as of Apr 30, 2026 ↗
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 577,79510.5M $1.06 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 562,72712.8M $0.15 %as of Apr 30, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 548,98812.5M $0.56 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 536,4019.7M $0.08 %as of Mar 31, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 481,5888.9M $0.52 %as of Feb 28, 2026 ↗
Wasatch Micro Cap Fund WASATCH FUNDS TRUST 473,8718.6M $1.53 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 453,7058.4M $0.89 %as of Feb 28, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 446,85910.2M $1.12 %as of Apr 30, 2026 ↗
Royce Small-Cap Opportunity Fund ROYCE FUND 408,0267.4M $0.66 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 396,1577.2M $1.73 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 386,1958.8M $0.23 %as of Apr 30, 2026 ↗
Emerald Growth Fund FINANCIAL INVESTORS TRUST 365,2138.3M $0.59 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 360,0706.7M $0.00 %as of Feb 28, 2026 ↗
Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST 351,3596.4M $1.99 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 342,7586.3M $0.02 %as of Feb 28, 2026 ↗
Carillon Eagle Small Cap Growth Fund Carillon Series Trust 322,2365.9M $1.45 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 319,4135.9M $0.03 %as of Feb 28, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 312,4885.7M $0.77 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 308,1185.7M $0.04 %as of Feb 28, 2026 ↗
AMG GW&K Small Cap Core Fund AMG Funds 288,9845.2M $0.78 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 254,8975.8M $0.25 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 231,7235.3M $0.04 %as of Apr 30, 2026 ↗
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 225,0454.1M $0.77 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 219,8325M $0.03 %as of Apr 30, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 214,5234M $0.41 %as of Feb 28, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 197,6683.7M $0.30 %as of Feb 28, 2026 ↗
WPG Partners Select Small Cap Value Fund RBB Fund, Inc. 191,4573.5M $1.70 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 171,5023.9M $0.41 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 158,3022.9M $0.00 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 155,6373.5M $0.05 %as of Apr 30, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 151,9852.8M $0.69 %as of Mar 31, 2026 ↗
Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust 146,3952.7M $0.99 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 143,5833.3M $0.05 %as of Apr 30, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 138,0003.1M $0.50 %as of Apr 30, 2026 ↗
Hartford Schroders US Small Cap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 135,9403.1M $1.75 %as of Apr 30, 2026 ↗
Rockefeller US Small Cap Core Fund Trust for Professional Managers 130,2232.4M $2.47 %as of Feb 28, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 128,6062.9M $0.28 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 124,8752.3M $0.00 %as of Feb 28, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 121,5462.2M $0.38 %as of Mar 31, 2026 ↗
GRANDEUR PEAK GLOBAL OPPORTUNITIES FUND Grandeur Peak Global Trust 114,7902.6M $0.75 %as of Apr 30, 2026 ↗
Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 111,9252M $0.95 %as of Mar 31, 2026 ↗
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 110,7782.5M $0.83 %as of Apr 30, 2026 ↗
iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust 108,9862M $0.13 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 107,1472M $0.01 %as of Feb 28, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 103,8741.9M $0.58 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 103,4481.9M $0.04 %as of Mar 31, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 98,8861.8M $0.32 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust 97,7201.8M $1.11 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 97,5341.8M $0.00 %as of Feb 28, 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 95,8142.2M $0.11 %as of Apr 30, 2026 ↗
GRANDEUR PEAK GLOBAL CONTRARIAN FUND Grandeur Peak Global Trust 93,2752.1M $1.47 %as of Apr 30, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 85,3131.5M $0.44 %as of Mar 31, 2026 ↗
Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST 84,3551.5M $0.72 %as of Mar 31, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 84,1891.5M $1.33 %as of Mar 31, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 84,1231.5M $0.68 %as of Mar 31, 2026 ↗
WesMark Small Company Fund WesMark Funds 84,0001.5M $0.98 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 81,0051.5M $0.00 %as of Mar 31, 2026 ↗
Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust 78,9461.4M $1.30 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 77,2531.8M $0.04 %as of Apr 30, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 75,5281.4M $0.83 %as of Mar 31, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 74,1471.3M $0.93 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 71,9271.6M $0.00 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 68,7531.2M $0.04 %as of Mar 31, 2026 ↗
Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust 66,8001.2M $1.28 %as of Mar 31, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 64,1031.2M $0.43 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 57,0151.1M $0.07 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 54,613991.8K $0.05 %as of Mar 31, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 54,2501.2M $0.21 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 49,684902.3K $0.08 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 47,7301.1M $0.00 %as of Apr 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 45,094834.7K $0.11 %as of Feb 28, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 44,725812.2K $0.11 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 43,224784.9K $0.38 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 42,682970.6K $0.00 %as of Apr 30, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 42,600773.6K $0.04 %as of Mar 31, 2026 ↗
Dunham Small Cap Growth Fund Dunham Funds 41,277938.6K $1.09 %as of Apr 30, 2026 ↗
GRANDEUR PEAK GLOBAL STALWARTS FUND Grandeur Peak Global Trust 40,898930K $1.08 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 40,010740.6K $0.00 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 39,441730.1K $0.00 %as of Feb 28, 2026 ↗
MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 37,862687.6K $0.52 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 37,160845K $0.03 %as of Apr 30, 2026 ↗
M Capital Appreciation Fund M FUND INC 36,476662.4K $0.25 %as of Mar 31, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 36,428661.5K $0.90 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 36,304659.3K $0.00 %as of Mar 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
Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 2.49 %as of Apr 30, 2026 ↗
Rockefeller US Small Cap Core Fund Trust for Professional Managers 2.47 %as of Feb 28, 2026 ↗
Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST 1.99 %as of Mar 31, 2026 ↗
GRANDEUR PEAK US STALWARTS FUND Grandeur Peak Global Trust 1.98 %as of Apr 30, 2026 ↗
Hartford Schroders US Small Cap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 1.75 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 1.73 %as of Mar 31, 2026 ↗
WPG Partners Select Small Cap Value Fund RBB Fund, Inc. 1.70 %as of Feb 28, 2026 ↗
Wasatch Micro Cap Fund WASATCH FUNDS TRUST 1.53 %as of Mar 31, 2026 ↗
Nuveen Multi Cap Value Fund Nuveen Investment Trust 1.51 %as of Mar 31, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 1.48 %as of Apr 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
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
Cite this page

Titelia. "Fund shareholders of Perella Weinberg Partners". https://titelia.com/en/stocks/perella-weinberg-partners-US71367G1022