Titelia

Fund shareholders of Ponce Financial Group Inc

ISIN US7323441060 · United States

Fund shareholders
119
Of which ETFs
24 95 other funds
Value held
76.9M $
Share of capital
18.9 % of 24.2M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 1,125,61518.8M $0.20 %4.65 %as of Mar 31, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 621,84610.4M $0.00 %2.57 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 476,4838M $0.01 %1.97 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 229,2653.8M $0.00 %0.95 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 185,5173.2M $0.01 %0.77 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 170,2672.8M $0.02 %0.70 %as of Mar 31, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 145,1182.5M $0.02 %0.60 %as of Apr 30, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 125,2222.2M $0.01 %0.52 %as of Apr 30, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 123,5562.2M $0.02 %0.51 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 103,7081.7M $0.00 %0.43 %as of Feb 28, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 103,5811.8M $0.01 %0.43 %as of Apr 30, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 98,6371.6M $0.00 %0.41 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 97,7601.6M $0.01 %0.40 %as of Feb 28, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 79,3321.4M $0.01 %0.33 %as of Apr 30, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 59,2071M $0.01 %0.24 %as of Apr 30, 2026
iShares Micro-Cap ETF iShares Trust 49,562828.2K $0.07 %0.20 %as of Mar 31, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 45,564795.5K $0.00 %0.19 %as of Apr 30, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 43,083752.2K $0.01 %0.18 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 42,326687.8K $0.00 %0.17 %as of Feb 28, 2026
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 39,895666.6K $0.25 %0.16 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 39,730693.7K $0.00 %0.16 %as of Apr 30, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 39,250685.3K $0.01 %0.16 %as of Apr 30, 2026
Zacks Small-Cap Core Fund Zacks Trust 36,681596.1K $1.94 %0.15 %as of Feb 28, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 30,805500.6K $0.00 %0.13 %as of Feb 28, 2026
Master Small Cap Index Series Quantitative Master Series LLC 28,923483.3K $0.01 %0.12 %as of Mar 31, 2026
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 25,147408.6K $0.06 %0.10 %as of Feb 28, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,784432.7K $0.00 %0.10 %as of Apr 30, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 23,086403.1K $0.01 %0.10 %as of Apr 30, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 22,980384K $0.02 %0.10 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 21,752353.5K $0.01 %0.09 %as of Feb 28, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 19,435324.8K $0.01 %0.08 %as of Mar 31, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 14,979250.3K $0.00 %0.06 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 14,308232.5K $0.02 %0.06 %as of Feb 28, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,200220.6K $0.01 %0.05 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 13,105213K $0.00 %0.05 %as of Feb 28, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 10,983191.8K $0.00 %0.05 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 9,560159.7K $0.00 %0.04 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 9,403157.1K $0.00 %0.04 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 9,140152.7K $0.01 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 8,584149.9K $0.01 %0.04 %as of Apr 30, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 8,462141.4K $0.19 %0.03 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 8,374139.9K $0.00 %0.03 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,772135.7K $0.02 %0.03 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 7,484121.6K $0.01 %0.03 %as of Feb 28, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,460130.3K $0.00 %0.03 %as of Apr 30, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 6,376106.5K $0.01 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 6,300105.3K $0.00 %0.03 %as of Mar 31, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,951103.9K $0.02 %0.02 %as of Apr 30, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 5,85097.8K $0.01 %0.02 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,66494.6K $0.01 %0.02 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,20084.5K $0.01 %0.02 %as of Feb 28, 2026
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,15883.8K $0.04 %0.02 %as of Feb 28, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,10285.3K $0.01 %0.02 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 4,60980.5K $0.00 %0.02 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 4,60476.9K $0.01 %0.02 %as of Mar 31, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 4,39073.4K $0.00 %0.02 %as of Mar 31, 2026
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,16967.7K $0.03 %0.02 %as of Feb 28, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 4,03067.3K $0.00 %0.02 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 3,87864.8K $0.01 %0.02 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,68161.5K $0.01 %0.02 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 3,49058.3K $0.03 %0.01 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,45256.1K $0.02 %0.01 %as of Feb 28, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 3,27054.6K $0.00 %0.01 %as of Mar 31, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 3,12252.2K $0.01 %0.01 %as of Mar 31, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,08451.5K $0.02 %0.01 %as of Mar 31, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,73045.6K $0.01 %0.01 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,55842.7K $0.01 %0.01 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,50643.8K $0.00 %0.01 %as of Apr 30, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,25839.4K $0.00 %0.01 %as of Apr 30, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,24639.2K $0.01 %0.01 %as of Apr 30, 2026
Victory Extended Market Index Fund Victory Portfolios III 2,16937.9K $0.00 %0.01 %as of Apr 30, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,85430.1K $0.02 %0.01 %as of Feb 28, 2026
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,78029.7K $0.02 %0.01 %as of Mar 31, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,70929.8K $0.00 %0.01 %as of Apr 30, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,68928.2K $0.01 %0.01 %as of Mar 31, 2026
Avantis U.S. Equity ETF American Century ETF Trust 1,65126.8K $0.00 %0.01 %as of Feb 28, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,64327.5K $0.02 %0.01 %as of Mar 31, 2026
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,59926.7K $0.03 %0.01 %as of Mar 31, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,53426.8K $0.00 %0.01 %as of Apr 30, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,49825K $0.01 %0.01 %as of Mar 31, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,46324.4K $0.00 %0.01 %as of Mar 31, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,45225.4K $0.01 %0.01 %as of Apr 30, 2026
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,34023.4K $0.01 %0.01 %as of Apr 30, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,27720.8K $0.00 %0.01 %as of Feb 28, 2026
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,26421.1K $0.00 %0.01 %as of Mar 31, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,22321.4K $0.00 %0.01 %as of Apr 30, 2026
ProShares Ultra Russell2000 ProShares Trust 1,21919.8K $0.01 %0.01 %as of Feb 28, 2026
ProShares UltraPro Russell2000 ProShares Trust 1,21219.7K $0.01 %0.01 %as of Feb 28, 2026
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,13919K $0.00 %0.00 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 95215.9K $0.00 %0.00 %as of Mar 31, 2026
Small-Cap Equity Portfolio PACIFIC SELECT FUND 86414.4K $0.01 %0.00 %as of Mar 31, 2026
ProShares Russell 2000 High Income ETF ProShares Trust 85213.8K $0.01 %0.00 %as of Feb 28, 2026
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 79813.3K $0.01 %0.00 %as of Mar 31, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 74312.4K $0.00 %0.00 %as of Mar 31, 2026
SmallCap Value Fund II Principal Funds, Inc 68111.9K $0.00 %0.00 %as of Apr 30, 2026
JNL/DFA U.S. Core Equity Fund JNL Series Trust 67411.3K $0.00 %0.00 %as of Mar 31, 2026
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 66810.9K $0.00 %0.00 %as of Feb 28, 2026
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 6129.9K $0.00 %0.00 %as of Feb 28, 2026
Penn Series Small Cap Index Fund Penn Series Funds Inc 60010K $0.01 %0.00 %as of Mar 31, 2026
Total Stock Market Index Trust John Hancock Variable Insurance Trust 5829.7K $0.00 %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
Zacks Small-Cap Core Fund Zacks Trust 1.94 %as of Feb 28, 2026
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 0.25 %as of Mar 31, 2026
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 0.20 %as of Mar 31, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.19 %as of Mar 31, 2026
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 0.10 %as of Apr 30, 2026
iShares Micro-Cap ETF iShares Trust 0.07 %as of Mar 31, 2026
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 0.06 %as of Feb 28, 2026
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 0.04 %as of Feb 28, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.03 %as of Mar 31, 2026
GuideMark Small/Mid Cap Core Fund GPS Funds I 0.03 %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
2026Q2119+34,564,550+1.3 %
2026Q1116+24,506,104-1.2 %
2025Q4114+24,559,369-2.6 %
2025Q3112+14,682,507-3.7 %
2025Q2111+54,863,397-3.2 %
2025Q1106+45,026,486-0.2 %
2024Q4102+35,036,551+3.2 %
2024Q399-14,879,991+0.9 %
2024Q2100+54,838,581-1.1 %
2024Q195+34,893,213+3.0 %
2023Q4924,749,408

Institutional managers

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

ManagerSharesValue
M3F, Inc.2,003,96033.5K $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.1,905,14731.8K $as of Mar 31, 2026
BlackRock, Inc.1,621,75127.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP939,10015.7M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/504,5588.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC463,3157.7M $as of Mar 31, 2026
STATE STREET CORP338,9195.7M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.289,0324.7M $as of Mar 31, 2026
Empirical Finance, LLC247,3894.1M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC242,1354M $as of Mar 31, 2026
MANGROVE PARTNERS IM, LLC191,3433.2M $as of Mar 31, 2026
First Pacific Advisors, LP181,5623M $as of Mar 31, 2026
MARSHALL WACE, LLP174,3922.9M $as of Mar 31, 2026
NORTHERN TRUST CORP147,3812.5M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC120,0782M $as of Mar 31, 2026
Connor, Clark & Lunn Investment Management Ltd.118,7562M $as of Mar 31, 2026
CITADEL ADVISORS LLC85,7901.4M $as of Mar 31, 2026
WITTENBERG INVESTMENT MANAGEMENT, INC.64,2171.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC61,1781M $as of Mar 31, 2026
Trexquant Investment LP55,542928.1K $as of Mar 31, 2026
Qube Research & Technologies Ltd54,849916.5K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC54,572911.9K $as of Mar 31, 2026
Bank of New York Mellon Corp53,447893.1K $as of Mar 31, 2026
SEI INVESTMENTS CO50,457843.1K $as of Mar 31, 2026
ALGERT GLOBAL LLC48,918817 $as of Mar 31, 2026

Declared shareholders of Ponce Financial Group Inc

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
Ponce Bank Employees Stock Ownership Plan with 401(k) Provisions; Pentegra Trust Company, Trustee 7.70 %1,873,224as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Ponce Financial Group Inc". https://titelia.com/en/stocks/ponce-financial-group-inc-US7323441060