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 | |
|---|---|---|---|---|
| ProShares UltraPro Russell2000 ProShares Trust | 722 | 63.3K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 695 | 63K $ | 0.28 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 689 | 60.4K $ | 0.26 % | as of Feb 28, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 621 | 58.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 608 | 57.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 591 | 56K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 577 | 52.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 561 | 50.9K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 526 | 47.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 505 | 44.3K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 469 | 44.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| GMO U.S. Small Cap Value Fund GMO TRUST | 452 | 39.6K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 432 | 39.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II | 422 | 37K $ | 1.30 % | as of Feb 28, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 420 | 38.1K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 415 | 36.4K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 400 | 36.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 386 | 33.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 379 | 34.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 342 | 30K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 319 | 28K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 312 | 28.3K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 305 | 28.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 302 | 27.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 296 | 26.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 273 | 24.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 271 | 24.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 267 | 24.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 256 | 22.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| S&P SmallCap 600 Pure Growth Fund Rydex Variable Trust | 250 | 22.7K $ | 0.37 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP GROWTH ProFunds | 227 | 20.6K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 205 | 18.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap 600 Pure Growth Fund Rydex Series Funds | 204 | 18.5K $ | 0.37 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 191 | 17.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 188 | 17K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 176 | 16.7K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 175 | 16.6K $ | 0.15 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 155 | 13.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 148 | 14K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 132 | 12.5K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 124 | 10.9K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 92 | 8.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 73 | 6.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP GROWTH PROFUND ProFunds | 61 | 5.8K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 61 | 5.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 59 | 5.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 59 | 5.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 44 | 3.9K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 39 | 3.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 30 | 2.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 27 | 2.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 24 | 2.2K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 21 | 2K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 21 | 2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 19 | 1.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 16 | 1.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 12 | 1.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Yieldmax U.S.Stocks Target Double Distribution ETF Tidal Trust II | 11 | 1K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 4 | 350.9 $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 3 | 272.1 $ | 0.01 % | as of Mar 31, 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