Fund shareholders of Preferred Bank/Los Angeles CA
ISIN US7403674044 · United States · LEI 5493007K6HGI9G0ECX16
- Fund shareholders
- 257
- Of which ETFs
- 76 181 other funds
- Value held
- ≈ 576.5M $ 575.5M $ · 9.8M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 583,440 | 62M $ | 0.59 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Small-Cap ETF iShares Trust | 527,912 | 56.1M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 353,200 | 33.8M $ | 0.13 % | as of May 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 337,338 | 35.8M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 267,916 | 25.7M $ | 0.03 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 178,651 | 19M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 163,250 | 17.3M $ | 0.37 % | as of Jun 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 156,200 | 16.6M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 126,582 | 13.5M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 124,807 | 13M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 105,700 | 11M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 101,194 | 10.8M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 90,050 | 9.6M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 86,057 | 9.1M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 82,174 | 8.7M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 80,870 | 8.4M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 74,699 | 7.8M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 70,389 | 6.7M $ | 1.03 % | as of May 31, 2026 ↗ |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 68,182 | 6.5M $ | 0.80 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 62,014 | 6.6M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 59,991 | 5.7M $ | 0.03 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 58,844 | 5.6M $ | 0.01 % | as of May 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 55,012 | 5.3M $ | 0.02 % | as of May 31, 2026 ↗ |
| Applied Finance Explorer Fund World Funds Trust | 54,247 | 5.7M $ | 0.54 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 54,089 | 5.6M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. | 48,564 | 5.1M $ | 1.77 % | as of Jul 31, 2026 ↗ |
| Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 44,328 | 4.6M $ | 0.69 % | as of Jul 31, 2026 ↗ |
| Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. | 43,219 | 4.5M $ | 1.11 % | as of Jul 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 42,979 | 4.6M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 40,170 | 4.2M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 39,158 | 3.8M $ | 0.06 % | as of May 31, 2026 ↗ |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 35,404 | 3.8M $ | 0.57 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 35,212 | 3.4M $ | 0.04 % | as of May 31, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 34,834 | 3.3M $ | 0.00 % | as of May 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 32,200 | 3.4M $ | 0.37 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 31,000 | 3.2M $ | 1.23 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 30,736 | 3.3M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 29,978 | 3.1M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 27,694 | 2.9M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 27,689 | 2.9M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 27,178 | 2.6M $ | 0.09 % | as of May 31, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 27,154 | 2.8M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 25,852 | 2.5M $ | 0.00 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,887 | 2.6M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 23,969 | 2.5M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 23,600 | 2.5M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 23,500 | 2.5M $ | 0.56 % | as of Jul 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 23,236 | 2.4M $ | 0.19 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 22,697 | 2.4M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 22,657 | 2.2M $ | 0.00 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 22,175 | 2.3M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 19,372 | 1.9M $ | 0.79 % | as of May 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 18,804 | 1.8M $ | 0.01 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 17,733 | 1.7M $ | 0.10 % | as of May 31, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 17,722 | 1.9M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 17,279 | 1.8M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 17,240 | 1.7M $ | 0.00 % | as of May 31, 2026 ↗ |
| JNL Small Cap Index Fund JNL Series Trust | 17,075 | 1.8M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 16,906 | 1.6M $ | 0.06 % | as of May 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 16,491 | 1.7M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Small Cap Value Fund Northern Funds | 16,375 | 1.7M $ | 0.25 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 15,995 | 1.7M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST | 15,939 | 1.5M $ | 1.20 % | as of May 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 15,210 | 1.6M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 14,876 | 1.6M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 14,100 | 1.4M $ | 0.11 % | as of May 31, 2026 ↗ |
| Small-Cap Value Fund Bridgeway Funds, Inc. | 13,676 | 1.5M $ | 0.42 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 13,469 | 1.3M $ | 0.13 % | as of May 31, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 13,055 | 1.4M $ | 0.18 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 12,480 | 1.3M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 12,393 | 1.3M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 12,019 | 1.3M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Simplicity Småbolag Global Simplicity AB | 11,400 | 9.8M SEK | 1.16 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 11,251 | 1.2M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 10,747 | 1.1M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 10,713 | 1.1M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 10,549 | 1.1M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 9,845 | 1M $ | 0.24 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 9,788 | 1M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 9,548 | 1M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 9,224 | 883.8K $ | 0.14 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,183 | 879.9K $ | 0.07 % | as of May 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 8,824 | 845.5K $ | 0.01 % | as of May 31, 2026 ↗ |
| Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II | 8,628 | 916.8K $ | 1.04 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 8,528 | 817.2K $ | 0.08 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 8,349 | 887.2K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 8,340 | 886.2K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| Small Company Value Trust John Hancock Variable Insurance Trust | 8,189 | 870.2K $ | 0.58 % | as of Jun 30, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,146 | 865.6K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 8,115 | 847.5K $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 7,854 | 752.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,445 | 791.1K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 7,440 | 790.6K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 7,347 | 767.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 7,293 | 775K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 7,249 | 770.3K $ | 0.30 % | as of Jun 30, 2026 ↗ |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 7,232 | 768.5K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 7,196 | 751.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 6,961 | 739.7K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 6,900 | 733.2K $ | 0.04 % | as of Jun 30, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. | 1.77 % | as of Jul 31, 2026 ↗ |
| Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II | 1.42 % | as of May 31, 2026 ↗ |
| Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 1.23 % | as of Jul 31, 2026 ↗ |
| ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST | 1.20 % | as of May 31, 2026 ↗ |
| Simplicity Småbolag Global Simplicity AB | 1.16 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. | 1.11 % | as of Jul 31, 2026 ↗ |
| Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II | 1.04 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 1.03 % | as of May 31, 2026 ↗ |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 0.80 % | as of May 31, 2026 ↗ |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 0.79 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 256 | -3 | 5,568,877 | -0.6 % |
| 2026Q2 | 259 | +5 | 5,603,283 | +2.2 % |
| 2026Q1 | 254 | +5 | 5,483,400 | -2.8 % |
| 2025Q4 | 249 | -4 | 5,641,362 | -2.8 % |
| 2025Q3 | 253 | -22 | 5,800,955 | -6.1 % |
| 2025Q2 | 275 | +4 | 6,176,531 | +1.5 % |
| 2025Q1 | 271 | -17 | 6,083,128 | -1.9 % |
| 2024Q4 | 288 | -6 | 6,201,958 | -2.0 % |
| 2024Q3 | 294 | +14 | 6,330,945 | +7.7 % |
| 2024Q2 | 280 | +13 | 5,880,710 | +4.4 % |
| 2024Q1 | 267 | 0 | 5,635,111 | -4.3 % |
| 2023Q4 | 267 | 5,888,970 |
Institutional managers
196 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,204,923 | 109.3M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 1,082,201 | 98.1K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 588,589 | 53.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 579,154 | 52.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 416,788 | 37.8M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 400,320 | 36.3M $ | as of Mar 31, 2026 |
| Boston Partners | 395,947 | 35.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 376,150 | 34.1M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 333,462 | 30.2M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 220,404 | 20M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 212,217 | 19.2M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 184,725 | 16.8M $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 171,757 | 15.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 163,449 | 14.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 147,846 | 13.4M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 141,315 | 12.8M $ | as of Mar 31, 2026 |
| Stieven Capital Advisors, L.P. | 122,621 | 11.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 120,102 | 10.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 109,513 | 9.9M $ | as of Mar 31, 2026 |
| Phocas Financial Corp. | 101,657 | 9.2M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 101,048 | 9.2M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 86,828 | 7.9M $ | as of Mar 31, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 83,263 | 7.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 81,771 | 7.4M $ | as of Mar 31, 2026 |
| Dana Investment Advisors, Inc. | 79,421 | 7.2M $ | as of Mar 31, 2026 |
Declared shareholders of Preferred Bank/Los Angeles CA
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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| STATE STREET CORPORATION | 5.50 % | 646,206 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Preferred Bank/Los Angeles CA". https://titelia.com/en/stocks/preferred-bank-los-angeles-ca-US7403674044