Fund shareholders of Preferred Bank/Los Angeles CA
ISIN US7403674044 · United States · LEI 5493007K6HGI9G0ECX16
- Fund shareholders
- 260
- Of which ETFs
- 76 184 other funds
- Value held
- 508.6M $ 9.8M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 6,202 | 562.5K $ | 0.37 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 6,095 | 577.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 6,027 | 528.7K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 5,747 | 504.1K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 5,720 | 541.9K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 5,642 | 534.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Infrastructure Capital Small Cap Income ETF Series Portfolios Trust | 5,513 | 483.6K $ | 2.50 % | as of Feb 28, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 5,355 | 469.7K $ | 0.19 % | as of Feb 28, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 5,276 | 478.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 5,260 | 461.4K $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 5,196 | 455.8K $ | 0.22 % | as of Feb 28, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 5,191 | 470.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,144 | 487.3K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 5,053 | 478.7K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 4,900 | 444.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 4,814 | 456K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 4,624 | 438K $ | 0.36 % | as of Apr 30, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 4,575 | 433.4K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 4,538 | 429.9K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 4,398 | 398.9K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 4,293 | 389.3K $ | 0.53 % | as of Mar 31, 2026 ↗ |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 4,268 | 404.3K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 4,182 | 379.3K $ | 0.27 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,077 | 369.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,075 | 386K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 3,989 | 377.9K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 3,977 | 360.7K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 3,968 | 359.9K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,912 | 370.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 3,855 | 349.6K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,583 | 324.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 3,578 | 338.9K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust | 3,530 | 320.1K $ | 0.27 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 3,447 | 326.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 3,411 | 323.1K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 3,346 | 317K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust | 3,306 | 299.8K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 3,282 | 297.6K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 3,270 | 296.6K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 3,180 | 301.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,171 | 300.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 3,118 | 282.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,072 | 278.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 2,852 | 258.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 2,812 | 255K $ | 0.37 % | as of Mar 31, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 2,691 | 254.9K $ | 0.47 % | as of Apr 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,578 | 226.1K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,446 | 221.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 2,395 | 217.2K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,329 | 211.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 2,234 | 202.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 2,150 | 195K $ | 0.27 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 2,086 | 189.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,963 | 178K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 1,950 | 184.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 1,863 | 163.4K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 1,770 | 160.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,757 | 159.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,717 | 162.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,707 | 161.7K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,641 | 148.8K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 1,606 | 140.9K $ | 0.13 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 1,545 | 140.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,537 | 134.8K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,533 | 145.2K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 1,365 | 123.8K $ | 0.51 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,352 | 122.6K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 1,351 | 118.5K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 1,342 | 117.7K $ | 0.14 % | as of Feb 28, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,313 | 119.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 1,296 | 117.5K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 1,294 | 117.4K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 1,275 | 111.8K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 1,249 | 109.6K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,227 | 111.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 1,209 | 109.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,193 | 108.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,186 | 107.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 1,174 | 103K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,146 | 108.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,142 | 103.6K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,139 | 103.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 1,097 | 103.9K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,079 | 97.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 998 | 90.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 979 | 85.9K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 976 | 88.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 961 | 87.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 914 | 80.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 907 | 82.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 896 | 78.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 865 | 78.4K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 816 | 77.3K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 802 | 72.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 793 | 71.9K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 792 | 71.8K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 787 | 71.4K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 783 | 71K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Adasina Social Justice All Cap Global ETF Tidal Trust I | 739 | 64.8K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 722 | 63.3K $ | 0.02 % | as of Feb 28, 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 | |
|---|---|---|
| Infrastructure Capital Small Cap Income ETF Series Portfolios Trust | 2.50 % | as of Feb 28, 2026 ↗ |
| Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. | 1.62 % | as of Apr 30, 2026 ↗ |
| Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II | 1.35 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II | 1.30 % | as of Feb 28, 2026 ↗ |
| Simplicity Småbolag Global Simplicity AB | 1.16 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 1.13 % | as of Apr 30, 2026 ↗ |
| Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. | 1.01 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 0.84 % | as of Feb 28, 2026 ↗ |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 0.77 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 0.73 % | as of Feb 28, 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 |
|---|---|---|---|---|
| 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 |
Cite this page
Titelia. "Fund shareholders of Preferred Bank/Los Angeles CA". https://titelia.com/en/stocks/preferred-bank-los-angeles-ca-US7403674044