Titelia

Fund shareholders of Ponce Financial Group Inc

ISIN US7323441060 · United States

Fund shareholders
123
Of which ETFs
27 96 other funds
Value held
96.3M $
Share of capital
20.0 % 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. 1,120,15022.3M $0.21 %4.63 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 621,84612.4M $0.00 %2.57 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 510,02710.2M $0.01 %2.11 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 235,8394.7M $0.00 %0.98 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 209,3274.2M $0.01 %0.87 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 194,6463.9M $0.03 %0.80 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 145,1182.9M $0.02 %0.60 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 125,2222.5M $0.01 %0.52 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 123,4612.5M $0.02 %0.51 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 114,0652.2M $0.01 %0.47 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 103,5812.1M $0.01 %0.43 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 101,2071.9M $0.01 %0.42 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 101,0852M $0.00 %0.42 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 99,6791.9M $0.00 %0.41 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 80,5391.6M $0.01 %0.33 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 67,7751.4M $0.09 %0.28 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 65,1931.3M $0.02 %0.27 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 49,290994.7K $0.01 %0.20 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 45,564919.5K $0.00 %0.19 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 42,326799.1K $0.00 %0.17 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 39,730801.8K $0.00 %0.16 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 38,828783.5K $0.01 %0.16 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 34,883695.6K $0.01 %0.14 %as of Jun 30, 2026 ↗
Zacks Small-Cap Core Fund Zacks Trust 34,839657.8K $1.93 %0.14 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 30,805581.6K $0.00 %0.13 %as of May 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 29,998598.2K $0.23 %0.12 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 28,929546.2K $0.02 %0.12 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 26,767540.2K $0.01 %0.11 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 26,438527.2K $0.02 %0.11 %as of Jun 30, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 25,147474.8K $0.06 %0.10 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,784500.1K $0.00 %0.10 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 22,872456.1K $0.01 %0.09 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 18,969378.2K $0.01 %0.08 %as of Jun 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 16,548330K $0.03 %0.07 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 15,670295.8K $0.02 %0.06 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,200263.2K $0.01 %0.05 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 13,105247.4K $0.00 %0.05 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 10,983221.6K $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 10,848216.3K $0.00 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 10,210203.6K $0.01 %0.04 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 9,646194.7K $0.01 %0.04 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 9,403187.5K $0.00 %0.04 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 8,696164.2K $0.01 %0.04 %as of May 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 8,526170K $0.19 %0.04 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 8,374167K $0.00 %0.03 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,772156.8K $0.02 %0.03 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,600151.5K $0.00 %0.03 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 7,468141K $0.01 %0.03 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,460150.5K $0.00 %0.03 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 6,768135K $0.01 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 6,376127.1K $0.01 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,951120.1K $0.02 %0.02 %as of Jul 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,664112.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 5,360106.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,20098.2K $0.01 %0.02 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,102101.7K $0.01 %0.02 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 5,00099.7K $0.00 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 4,83096.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 4,60993K $0.00 %0.02 %as of Jul 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 4,57591.2K $0.04 %0.02 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 4,49989.7K $0.01 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,38187.4K $0.01 %0.02 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,65973K $0.02 %0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 3,61272.9K $0.00 %0.01 %as of Jul 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,55867.2K $0.02 %0.01 %as of May 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 3,27065.2K $0.00 %0.01 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,19163.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 3,11962.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,55851K $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,37948K $0.00 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,27145.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,25845.6K $0.00 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,24645.3K $0.01 %0.01 %as of Jul 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,01640.2K $0.02 %0.01 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,87237.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,85435K $0.03 %0.01 %as of May 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 1,81836.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,68933.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 1,65131.2K $0.00 %0.01 %as of May 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,64332.8K $0.02 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,53431K $0.00 %0.01 %as of Jul 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,49829.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,37627.4K $0.03 %0.01 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Value ETF Fidelity Covington Trust 1,36327.2K $0.41 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,34027K $0.00 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,27724.1K $0.00 %0.01 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 1,26525.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,26425.2K $0.00 %0.01 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,22324.7K $0.00 %0.01 %as of Jul 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,14521.6K $0.00 %0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,13922.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,04720.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 98719.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 95219K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 92717.5K $0.01 %0.00 %as of May 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 79815.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 77615.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 74314.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 73013.8K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 72413.7K $0.01 %0.00 %as of May 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
Zacks Small-Cap Core Fund Zacks Trust 1.93 %as of May 31, 2026 ↗
Fidelity Enhanced Small Cap Value ETF Fidelity Covington Trust 0.41 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 0.23 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 0.21 %as of Jun 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.19 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 0.11 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.09 %as of Jun 30, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 0.06 %as of May 31, 2026 ↗
Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust 0.05 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.04 %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
2026Q3123+44,845,745+6.2 %
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
Cite this page

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