Titelia

Funds holding Preferred Bank/Los Angeles CA

260 funds declare a position · 76 ETFs and 184 other funds · 508.6M $· 9.8M SEK · US7403674044

Each line carries its report date.

RankFundSharesValueWeight
1T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 586,28753.2M $0.58 %as of Mar 31, 2026 · Original filing
2iShares Core S&P Small-Cap ETF iShares Trust 546,81249.6M $0.05 %as of Mar 31, 2026 · Original filing
3VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 364,03833M $0.00 %as of Mar 31, 2026 · Original filing
4Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 349,02030.6M $0.04 %as of Feb 28, 2026 · Original filing
5Avantis U.S. Small Cap Value ETF American Century ETF Trust 314,29927.6M $0.12 %as of Feb 28, 2026 · Original filing
6iShares Russell 2000 ETF iShares Trust 185,05116.8M $0.02 %as of Mar 31, 2026 · Original filing
7College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 156,20014.2M $0.01 %as of Mar 31, 2026 · Original filing
8VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 125,90311.4M $0.01 %as of Mar 31, 2026 · Original filing
9Fidelity Small Cap Index Fund Fidelity Salem Street Trust 115,84611M $0.03 %as of Apr 30, 2026 · Original filing
10State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 120,08910.9M $0.29 %as of Mar 31, 2026 · Original filing
11U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 105,70010M $0.06 %as of Apr 30, 2026 · Original filing
12Simplicity Småbolag Global Simplicity AB 11,4009.8M SEK1.16 %as of Mar 31, 2026 · Original filing
13State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 103,8419.4M $0.07 %as of Mar 31, 2026 · Original filing
14iShares S&P Small-Cap 600 Growth ETF iShares Trust 93,2508.5M $0.13 %as of Mar 31, 2026 · Original filing
15VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 86,0577.8M $0.08 %as of Mar 31, 2026 · Original filing
16iShares Russell 2000 Value ETF iShares Trust 85,0747.7M $0.06 %as of Mar 31, 2026 · Original filing
17Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 80,1877.6M $0.06 %as of Apr 30, 2026 · Original filing
18U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 74,6997.1M $0.04 %as of Apr 30, 2026 · Original filing
19Boston Partners Small Cap Value Fund II RBB Fund, Inc. 68,6756M $0.77 %as of Feb 28, 2026 · Original filing
20ProShares Russell 2000 Dividend Growers ETF ProShares Trust 63,4225.6M $0.84 %as of Feb 28, 2026 · Original filing
21State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 59,7405.4M $0.14 %as of Mar 31, 2026 · Original filing
22Fidelity Extended Market Index Fund Fidelity Concord Street Trust 59,6525.2M $0.01 %as of Feb 28, 2026 · Original filing
23U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 54,0895.1M $0.07 %as of Apr 30, 2026 · Original filing
24Applied Finance Explorer Fund World Funds Trust 53,7575.1M $0.51 %as of Apr 30, 2026 · Original filing
25VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 57,8855.1M $0.03 %as of Feb 28, 2026 · Original filing
26Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 54,6894.8M $0.02 %as of Feb 28, 2026 · Original filing
27Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. 48,8154.6M $1.01 %as of Apr 30, 2026 · Original filing
28Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 48,5644.6M $1.62 %as of Apr 30, 2026 · Original filing
29AST Small-Cap Equity Portfolio Advanced Series Trust 44,6674.1M $0.22 %as of Mar 31, 2026 · Original filing
30Dimensional U.S. Small Cap ETF Dimensional ETF Trust 40,1703.8M $0.03 %as of Apr 30, 2026 · Original filing
31Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 38,5513.5M $0.60 %as of Mar 31, 2026 · Original filing
32Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 39,6733.5M $0.04 %as of Feb 28, 2026 · Original filing
33VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 38,8563.4M $0.06 %as of Feb 28, 2026 · Original filing
34Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 34,9353.3M $0.54 %as of Apr 30, 2026 · Original filing
35Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 34,8403.2M $0.38 %as of Mar 31, 2026 · Original filing
36Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 31,0002.9M $1.13 %as of Apr 30, 2026 · Original filing
37Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 33,2122.9M $0.00 %as of Feb 28, 2026 · Original filing
38Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 29,9782.8M $0.01 %as of Apr 30, 2026 · Original filing
39WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 30,8812.8M $0.14 %as of Mar 31, 2026 · Original filing
40Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 27,6942.6M $0.14 %as of Apr 30, 2026 · Original filing
41Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 26,3122.5M $0.11 %as of Apr 30, 2026 · Original filing
42Avantis U.S. Small Cap Equity ETF American Century ETF Trust 28,0072.5M $0.10 %as of Feb 28, 2026 · Original filing
43Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 25,5952.4M $0.03 %as of Apr 30, 2026 · Original filing
44U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,8872.4M $0.01 %as of Apr 30, 2026 · Original filing
45Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 24,7622.2M $0.00 %as of Feb 28, 2026 · Original filing
46T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 23,6002.1M $0.15 %as of Mar 31, 2026 · Original filing
47iShares Micro-Cap ETF iShares Trust 23,4972.1M $0.18 %as of Mar 31, 2026 · Original filing
48U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 22,1752.1M $0.01 %as of Apr 30, 2026 · Original filing
49Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 22,3172M $0.11 %as of Mar 31, 2026 · Original filing
50Fidelity Total Market Index Fund Fidelity Concord Street Trust 22,6572M $0.00 %as of Feb 28, 2026 · Original filing
51SmallCap Value Fund II Principal Funds, Inc 20,7732M $0.16 %as of Apr 30, 2026 · Original filing
52PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 19,1001.8M $0.44 %as of Apr 30, 2026 · Original filing
53Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 19,9641.8M $0.73 %as of Feb 28, 2026 · Original filing
54American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 18,3101.7M $0.05 %as of Apr 30, 2026 · Original filing
55VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 19,6901.7M $0.01 %as of Feb 28, 2026 · Original filing
56iShares U.S. Small-Cap Equity Factor ETF iShares Trust 17,7221.7M $0.05 %as of Apr 30, 2026 · Original filing
57JNL Small Cap Index Fund JNL Series Trust 17,6371.6M $0.07 %as of Mar 31, 2026 · Original filing
58Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 18,0551.6M $0.06 %as of Feb 28, 2026 · Original filing
59Avantis U.S. Small Cap Value Fund American Century ETF Trust 17,7331.6M $0.11 %as of Feb 28, 2026 · Original filing
60Small Cap Value Fund Northern Funds 16,3751.5M $0.24 %as of Mar 31, 2026 · Original filing
61Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 16,4621.4M $0.00 %as of Feb 28, 2026 · Original filing
62Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 14,7811.4M $0.05 %as of Apr 30, 2026 · Original filing
63First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 14,8761.3M $0.19 %as of Mar 31, 2026 · Original filing
64Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 14,1941.3M $0.03 %as of Apr 30, 2026 · Original filing
65Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 14,4911.3M $0.07 %as of Mar 31, 2026 · Original filing
66Small-Cap Value Fund Bridgeway Funds, Inc. 13,6761.2M $0.40 %as of Mar 31, 2026 · Original filing
67Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 14,1001.2M $0.10 %as of Feb 28, 2026 · Original filing
68SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 13,0551.2M $0.18 %as of Mar 31, 2026 · Original filing
69U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 12,4801.2M $0.02 %as of Apr 30, 2026 · Original filing
70Nuveen Equity Index Fund TIAA-CREF Funds 12,3931.2M $0.00 %as of Apr 30, 2026 · Original filing
71VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 12,6611.1M $0.12 %as of Feb 28, 2026 · Original filing
72EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 11,6511.1M $0.03 %as of Mar 31, 2026 · Original filing
73Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 10,7131M $0.01 %as of Apr 30, 2026 · Original filing
74Master Small Cap Index Series Quantitative Master Series LLC 11,1471M $0.02 %as of Mar 31, 2026 · Original filing
75Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 10,255971.5K $0.20 %as of Apr 30, 2026 · Original filing
76Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 10,621963.2K $1.35 %as of Mar 31, 2026 · Original filing
77Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 9,459896.1K $0.04 %as of Apr 30, 2026 · Original filing
78PSF Small-Cap Stock Index Portfolio Prudential Series Fund 9,548865.9K $0.06 %as of Mar 31, 2026 · Original filing
79State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 9,330846.1K $0.18 %as of Mar 31, 2026 · Original filing
80SmallCap S&P 600 Index Fund Principal Funds, Inc 8,903843.4K $0.06 %as of Apr 30, 2026 · Original filing
81Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 9,254811.8K $0.09 %as of Feb 28, 2026 · Original filing
82VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 9,224809.1K $0.14 %as of Feb 28, 2026 · Original filing
83WisdomTree U.S. SmallCap Fund WisdomTree Trust 8,544774.9K $0.12 %as of Mar 31, 2026 · Original filing
84Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 8,150772K $0.05 %as of Apr 30, 2026 · Original filing
85Small Company Value Trust John Hancock Variable Insurance Trust 8,476768.7K $0.60 %as of Mar 31, 2026 · Original filing
86Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 8,345756.8K $0.07 %as of Mar 31, 2026 · Original filing
87VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,624756.5K $0.07 %as of Feb 28, 2026 · Original filing
88Empower Small Cap Value Fund EMPOWER FUNDS, INC. 8,340756.4K $0.13 %as of Mar 31, 2026 · Original filing
89Avantis U.S. Equity ETF American Century ETF Trust 8,579752.5K $0.01 %as of Feb 28, 2026 · Original filing
90LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,046729.7K $0.04 %as of Mar 31, 2026 · Original filing
91LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,643693.1K $0.08 %as of Mar 31, 2026 · Original filing
92Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 7,854689K $0.00 %as of Feb 28, 2026 · Original filing
93THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 7,560685.6K $0.07 %as of Mar 31, 2026 · Original filing
94Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 7,196681.7K $0.00 %as of Apr 30, 2026 · Original filing
95EQ/Small Company Index Portfolio EQ Advisors Trust 6,900625.8K $0.04 %as of Mar 31, 2026 · Original filing
96SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 6,806617.2K $0.14 %as of Mar 31, 2026 · Original filing
97VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 6,711608.6K $0.00 %as of Mar 31, 2026 · Original filing
98Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 6,654583.7K $0.00 %as of Feb 28, 2026 · Original filing
99Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 6,604579.3K $0.08 %as of Feb 28, 2026 · Original filing
100U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 6,095577.4K $0.00 %as of Apr 30, 2026 · Original filing