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
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 35,319803.2K $0.00 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 35,085797.8K $0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 34,714630.4K $0.49 %as of Mar 31, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 32,719744K $0.79 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 31,799577.5K $0.00 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 31,013563.2K $0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 28,294643.4K $0.05 %as of Apr 30, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 27,885506.4K $0.16 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 27,020490.7K $0.03 %as of Mar 31, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 26,869611K $0.03 %as of Apr 30, 2026 ↗
GRANDEUR PEAK GLOBAL REACH FUND Grandeur Peak Global Trust 26,561604K $0.72 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 24,518453.8K $0.04 %as of Feb 28, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 23,761540.3K $0.18 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 23,371531.5K $0.02 %as of Apr 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 22,906416K $0.30 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 22,400406.8K $0.02 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 22,223403.6K $0.04 %as of Mar 31, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 20,503466.2K $0.13 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 19,918452.9K $0.00 %as of Apr 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 19,364351.7K $0.04 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 19,189436.4K $0.00 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 18,514336.2K $0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 18,404418.5K $0.02 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 18,370333.6K $0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 16,496299.6K $0.04 %as of Mar 31, 2026 ↗
Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust 16,196294.1K $1.35 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 16,191294K $0.00 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 15,840360.2K $0.00 %as of Apr 30, 2026 ↗
GRANDEUR PEAK US STALWARTS FUND Grandeur Peak Global Trust 15,386349.9K $1.98 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 14,859269.8K $0.04 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 13,130243K $0.03 %as of Feb 28, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 13,094297.8K $0.12 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 13,053237K $0.04 %as of Mar 31, 2026 ↗
Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 12,675288.2K $2.49 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 12,503227.1K $0.00 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 12,141276.1K $0.02 %as of Apr 30, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 11,991272.7K $0.06 %as of Apr 30, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 11,920271.1K $1.48 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 11,832214.9K $0.04 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 11,634264.6K $0.03 %as of Apr 30, 2026 ↗
Putnam VT Small Cap Growth Fund Putnam Variable Trust 10,715194.6K $0.52 %as of Mar 31, 2026 ↗
Small Company Growth Portfolio Wilshire Mutual Funds Inc 10,324187.5K $0.87 %as of Mar 31, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 10,231185.8K $0.18 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 10,153230.9K $0.06 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 10,112183.6K $0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,281211K $0.00 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 9,111165.5K $0.04 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 8,854160.8K $0.04 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 8,766162.3K $0.06 %as of Feb 28, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,600159.2K $0.01 %as of Feb 28, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 8,443153.3K $0.31 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 7,832142.2K $0.04 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,737140.5K $0.04 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 7,473169.9K $0.02 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 7,014159.5K $0.05 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 6,921125.7K $0.04 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 6,900156.9K $0.01 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 6,278142.8K $0.19 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 6,183140.6K $0.02 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,887133.9K $0.01 %as of Apr 30, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 5,763131.1K $0.30 %as of Apr 30, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 5,23396.9K $0.33 %as of Feb 28, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 5,19594.3K $0.04 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,18095.9K $0.00 %as of Feb 28, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 5,108116.2K $0.04 %as of Apr 30, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 5,04691.6K $0.08 %as of Mar 31, 2026 ↗
Wasatch Global Small Cap Value Fund WASATCH FUNDS TRUST 4,99390.7K $1.34 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 4,73386K $0.04 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 4,54182.5K $0.00 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 4,44480.7K $0.02 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 4,25078.7K $0.01 %as of Feb 28, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 3,94589.7K $0.00 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,88888.4K $0.00 %as of Apr 30, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 3,85071.3K $0.03 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 3,83671K $0.02 %as of Feb 28, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,82569.5K $0.04 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 3,62765.9K $0.04 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 3,59166.5K $0.01 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,96654.9K $0.01 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,71761.8K $0.02 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,69449.9K $0.03 %as of Feb 28, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 2,25951.4K $0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 2,00245.5K $0.00 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,92735K $0.01 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,66030.1K $0.04 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,56528.4K $0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,45826.5K $0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,42726.4K $0.00 %as of Feb 28, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,06119.3K $0.00 %as of Mar 31, 2026 ↗
AMG Frontier Small Cap Growth Fund AMG Funds I 1,04923.9K $0.02 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 1,01218.4K $0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 92716.8K $0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 90416.4K $0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 80818.4K $0.12 %as of Apr 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 74513.5K $0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 73716.8K $0.03 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust 70812.9K $0.13 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 70512.8K $0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 3387.7K $0.00 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 3367.6K $0.10 %as of Apr 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
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
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Titelia. "Fund shareholders of Perella Weinberg Partners". https://titelia.com/en/stocks/perella-weinberg-partners-US71367G1022