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
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 31,907563.2K $0.03 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 31,799507.5K $0.00 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 25,932457.7K $0.02 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 25,823443.1K $0.03 %as of May 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 23,994382.9K $0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 23,300371.9K $0.01 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 22,223354.7K $0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 20,427326K $0.04 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 19,918351.6K $0.00 %as of Jul 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 18,125319.9K $0.01 %as of Jul 31, 2026 ↗
Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust 17,334276.7K $1.16 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 16,728295.2K $0.00 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 16,065256.4K $0.00 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 15,837252.8K $0.04 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 15,255269.3K $0.04 %as of Jul 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 14,717234.9K $0.14 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 14,519231.7K $0.03 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 14,278227.9K $0.03 %as of Jun 30, 2026 ↗
Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 12,675223.7K $1.92 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 12,503199.5K $0.00 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 12,141214.3K $0.02 %as of Jul 31, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 11,920210.4K $1.01 %as of Jul 31, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 11,489183.4K $0.23 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 11,470183.1K $0.02 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 11,039194.8K $0.05 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 10,726171.2K $0.03 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 10,595169.1K $0.03 %as of Jun 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 10,286164.2K $0.03 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 9,564152.6K $0.04 %as of Jun 30, 2026 ↗
AMG Frontier Small Cap Growth Fund AMG Funds I 9,306164.3K $0.18 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,281163.8K $0.00 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 8,882156.8K $0.02 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,600147.6K $0.01 %as of May 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 8,496135.6K $0.03 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 7,777137.3K $0.02 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 7,777137.3K $0.04 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 7,238127.8K $0.00 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 6,555115.7K $0.04 %as of Jul 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 6,526104.2K $0.07 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 6,376101.8K $0.03 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 6,277110.8K $0.04 %as of Jul 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 6,158108.7K $0.12 %as of Jul 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 6,098107.6K $0.00 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,887103.9K $0.00 %as of Jul 31, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 5,763101.7K $0.21 %as of Jul 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 5,61189.6K $0.03 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 5,30484.7K $0.01 %as of Jun 30, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 5,18388.9K $0.27 %as of May 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,18088.9K $0.00 %as of May 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 5,05689.2K $0.00 %as of Jul 31, 2026 ↗
Small Company Growth Portfolio Wilshire Mutual Funds Inc 5,00079.8K $0.31 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 4,73475.6K $0.03 %as of Jun 30, 2026 ↗
Wasatch Global Small Cap Value Fund WASATCH FUNDS TRUST 4,57072.9K $0.89 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 4,23467.6K $0.02 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 3,94569.6K $0.00 %as of Jul 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,88868.6K $0.00 %as of Jul 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 3,59161.6K $0.01 %as of May 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 3,26757.7K $0.02 %as of Jul 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 3,19454.8K $0.01 %as of May 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,07949.1K $0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 3,07552.8K $0.03 %as of May 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,81248.3K $0.01 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,48439.6K $0.01 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2,43541.8K $0.01 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2,40641.3K $0.02 %as of May 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 2,25939.9K $0.00 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,11233.7K $0.00 %as of Jun 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 2,06032.9K $0.04 %as of Jun 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 2,04132.6K $0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 1,89430.2K $0.01 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,77328.3K $0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,63426.1K $0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,42724.5K $0.00 %as of May 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,08617.3K $0.00 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 1,01216.2K $0.00 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 94416.7K $0.09 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 92714.8K $0.00 %as of Jun 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 90416K $0.03 %as of Jul 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 90414.4K $0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust 88814.2K $0.12 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 74511.9K $0.00 %as of Jun 30, 2026 ↗
First Eagle Small Cap Equity ETF First Eagle ETF Trust 70312.4K $0.66 %as of Jul 31, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 4487.9K $0.07 %as of Jul 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 3786K $0.01 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 3726.6K $0.00 %as of Jul 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 3255.2K $0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 2894.6K $0.02 %as of Jun 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 2383.8K $0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 1883K $0.03 %as of Jun 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1742.8K $0.02 %as of Jun 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 1622.9K $0.00 %as of Jul 31, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 1041.7K $0.02 %as of Jun 30, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 611K $0.00 %as of May 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 591K $0.01 %as of Jul 31, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 20319.2 $0.01 %as of Jun 30, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 19326 $0.03 %as of May 31, 2026 ↗
ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. 487.7K €0.52 %as of Dec 31, 2025 ↗

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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