Titelia

Funds holding Primis Financial Corp.

141 funds declare a position · 24 ETFs and 117 other funds · 75.8M $ · US74167B1098

Each line carries its report date.

FundSharesValueWeight
RMB Mendon Financial Services Fund RMB Investors Trust 1,002,49113.3M $5.86 %as of Mar 31, 2026 · Original filing
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 726,0619.6M $0.00 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 ETF iShares Trust 549,0337.3M $0.01 %as of Mar 31, 2026 · Original filing
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 325,0204.8M $0.03 %as of Apr 30, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 234,7043.1M $0.00 %as of Mar 31, 2026 · Original filing
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 209,5013.1M $0.01 %as of Apr 30, 2026 · Original filing
Cromwell Greenspring Mid Cap Fund Total Fund Solution 209,5892.8M $2.31 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 Value ETF iShares Trust 184,3812.4M $0.02 %as of Mar 31, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 110,7621.6M $0.01 %as of Apr 30, 2026 · Original filing
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 119,4821.6M $0.00 %as of Mar 31, 2026 · Original filing
Dimensional US Small Cap Value ETF Dimensional ETF Trust 102,6521.5M $0.02 %as of Apr 30, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 108,4191.4M $0.00 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 104,3111.4M $0.01 %as of Feb 28, 2026 · Original filing
BlackRock Advantage Small Cap Core Fund BlackRock Funds 95,0231.3M $0.03 %as of Feb 27, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 80,9091.2M $0.01 %as of Apr 30, 2026 · Original filing
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 77,3971.1M $0.02 %as of Apr 30, 2026 · Original filing
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 60,248883.2K $0.01 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 60,188882.4K $0.00 %as of Apr 30, 2026 · Original filing
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 55,899742.3K $0.04 %as of Mar 31, 2026 · Original filing
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 53,362708.6K $0.02 %as of Mar 31, 2026 · Original filing
iShares Micro-Cap ETF iShares Trust 53,176706.2K $0.06 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 52,581694.6K $0.03 %as of Feb 28, 2026 · Original filing
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 46,121676.1K $0.01 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 42,674625.6K $0.00 %as of Apr 30, 2026 · Original filing
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 44,379589.4K $0.02 %as of Mar 31, 2026 · Original filing
Victory Integrity Discovery Fund Victory Portfolios 43,700580.3K $0.84 %as of Mar 31, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 36,156530K $0.00 %as of Apr 30, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 38,381507K $0.00 %as of Feb 28, 2026 · Original filing
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 36,557485.5K $0.39 %as of Mar 31, 2026 · Original filing
Master Small Cap Index Series Quantitative Master Series LLC 35,857476.2K $0.01 %as of Mar 31, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 29,207428.2K $0.00 %as of Apr 30, 2026 · Original filing
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 31,600419.6K $0.03 %as of Mar 31, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 28,606377.9K $0.00 %as of Feb 28, 2026 · Original filing
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 26,604353.3K $0.02 %as of Mar 31, 2026 · Original filing
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 23,879317.1K $0.01 %as of Mar 31, 2026 · Original filing
Diversified Equity Master Portfolio Master Investment Portfolio 20,974278.5K $0.01 %as of Mar 31, 2026 · Original filing
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 18,506271.3K $0.01 %as of Apr 30, 2026 · Original filing
Ultra-Small Company Fund Bridgeway Funds, Inc. 20,000265.6K $0.31 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. High Dividend Fund WisdomTree Trust 19,074253.3K $0.02 %as of Mar 31, 2026 · Original filing
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 16,579219K $0.00 %as of Feb 28, 2026 · Original filing
EQ/Small Company Index Portfolio EQ Advisors Trust 15,980212.2K $0.01 %as of Mar 31, 2026 · Original filing
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 14,364210.6K $0.00 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 15,213201K $0.02 %as of Feb 28, 2026 · Original filing
TETON Westwood Mighty Mites Fund Teton Westwood Funds 15,000199.2K $0.11 %as of Mar 31, 2026 · Original filing
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,000199.2K $0.01 %as of Mar 31, 2026 · Original filing
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 12,494183.2K $0.01 %as of Apr 30, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 13,714182.1K $0.00 %as of Mar 31, 2026 · Original filing
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 13,630181K $0.02 %as of Mar 31, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 13,308176.7K $0.00 %as of Mar 31, 2026 · Original filing
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 13,175175K $0.00 %as of Mar 31, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 10,278150.7K $0.00 %as of Apr 30, 2026 · Original filing
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 10,950144.6K $0.08 %as of Feb 28, 2026 · Original filing
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 10,789142.5K $0.01 %as of Feb 28, 2026 · Original filing
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 10,628141.1K $0.00 %as of Mar 31, 2026 · Original filing
Global X Russell 2000 ETF GLOBAL X FUNDS 9,239135.4K $0.01 %as of Apr 30, 2026 · Original filing
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 10,202134.8K $0.05 %as of Feb 28, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 9,840130.7K $0.00 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund Northern Funds 9,761129.6K $0.01 %as of Mar 31, 2026 · Original filing
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 8,689115.4K $0.16 %as of Mar 31, 2026 · Original filing
SMALL CAP EQUITY FUND GuideStone Funds 8,610114.3K $0.01 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund VALIC Co I 8,462111.8K $0.01 %as of Feb 28, 2026 · Original filing
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 8,290110.1K $0.02 %as of Mar 31, 2026 · Original filing
Longboard Fund NORTHERN LIGHTS FUND TRUST II 7,876104K $0.10 %as of Feb 28, 2026 · Original filing
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 7,690102.1K $0.01 %as of Mar 31, 2026 · Original filing
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 7,36997.9K $0.01 %as of Mar 31, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,16995.2K $0.00 %as of Mar 31, 2026 · Original filing
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 7,00093K $0.01 %as of Mar 31, 2026 · Original filing
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 6,99192.8K $0.03 %as of Mar 31, 2026 · Original filing
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 6,86391.1K $0.05 %as of Mar 31, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 5,78584.8K $0.00 %as of Apr 30, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,00079.3K $0.01 %as of Feb 28, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,51673.3K $0.01 %as of Mar 31, 2026 · Original filing
Venerable US Small Cap Fund Venerable Variable Insurance Trust 5,21069.2K $0.05 %as of Mar 31, 2026 · Original filing
Small-Cap Index Portfolio PACIFIC SELECT FUND 4,57360.7K $0.01 %as of Mar 31, 2026 · Original filing
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,23556.2K $0.01 %as of Mar 31, 2026 · Original filing
AST Small-Cap Equity Portfolio Advanced Series Trust 4,18055.5K $0.00 %as of Mar 31, 2026 · Original filing
Small Cap Index Trust John Hancock Variable Insurance Trust 4,08754.3K $0.01 %as of Mar 31, 2026 · Original filing
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,46550.8K $0.01 %as of Apr 30, 2026 · Original filing
1290 VT Micro Cap Portfolio EQ Advisors Trust 3,76149.9K $0.03 %as of Mar 31, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,20046.9K $0.00 %as of Apr 30, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 3,05144.7K $0.00 %as of Apr 30, 2026 · Original filing
1290 VT Small Cap Value Portfolio EQ Advisors Trust 3,29443.7K $0.01 %as of Mar 31, 2026 · Original filing
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,13941.5K $0.02 %as of Feb 28, 2026 · Original filing
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,09241.1K $0.00 %as of Mar 31, 2026 · Original filing
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 3,05440.6K $0.02 %as of Mar 31, 2026 · Original filing
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,73740.1K $0.00 %as of Apr 30, 2026 · Original filing
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,94139.1K $0.01 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,57537.7K $0.00 %as of Apr 30, 2026 · Original filing
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,53037.1K $0.01 %as of Apr 30, 2026 · Original filing
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,52533.5K $0.01 %as of Mar 31, 2026 · Original filing
Victory Extended Market Index Fund Victory Portfolios III 2,27133.3K $0.00 %as of Apr 30, 2026 · Original filing
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,47932.9K $0.01 %as of Mar 31, 2026 · Original filing
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 2,44432.5K $0.02 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,39631.7K $0.03 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,07230.4K $0.00 %as of Apr 30, 2026 · Original filing
GuideMark Small/Mid Cap Core Fund GPS Funds I 2,22429.5K $0.03 %as of Mar 31, 2026 · Original filing
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,94228.5K $0.00 %as of Apr 30, 2026 · Original filing
Longview Advantage ETF RBB Fund Trust 1,89525K $0.00 %as of Feb 28, 2026 · Original filing
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,88125K $0.02 %as of Mar 31, 2026 · Original filing
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,68824.7K $0.01 %as of Apr 30, 2026 · Original filing
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,85824.7K $0.01 %as of Mar 31, 2026 · Original filing
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,74423.2K $0.01 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,74223K $0.00 %as of Feb 28, 2026 · Original filing
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,50022K $0.00 %as of Apr 30, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,60121.3K $0.00 %as of Mar 31, 2026 · Original filing
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,57320.9K $0.01 %as of Mar 31, 2026 · Original filing
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,42020.8K $0.01 %as of Apr 30, 2026 · Original filing
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,53520.4K $0.00 %as of Mar 31, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 1,43719K $0.00 %as of Feb 28, 2026 · Original filing
ProShares Ultra Russell2000 ProShares Trust 1,29917.2K $0.01 %as of Feb 28, 2026 · Original filing
ProShares UltraPro Russell2000 ProShares Trust 1,29517.1K $0.01 %as of Feb 28, 2026 · Original filing
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,10516.2K $0.00 %as of Apr 30, 2026 · Original filing
Small Company Value Portfolio Wilshire Mutual Funds Inc 1,14015.1K $0.07 %as of Mar 31, 2026 · Original filing
Small-Cap Equity Portfolio PACIFIC SELECT FUND 94612.6K $0.00 %as of Mar 31, 2026 · Original filing
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 95012.5K $0.00 %as of Feb 28, 2026 · Original filing
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 84312.4K $0.00 %as of Apr 30, 2026 · Original filing
ProShares Russell 2000 High Income ETF ProShares Trust 91212K $0.01 %as of Feb 28, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 86811.5K $0.00 %as of Mar 31, 2026 · Original filing
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 82811K $0.00 %as of Mar 31, 2026 · Original filing
SmallCap Value Fund II Principal Funds, Inc 72810.7K $0.00 %as of Apr 30, 2026 · Original filing
Total Stock Market Index Trust John Hancock Variable Insurance Trust 7389.8K $0.00 %as of Mar 31, 2026 · Original filing
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 7199.5K $0.00 %as of Feb 28, 2026 · Original filing
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 7079.4K $0.00 %as of Mar 31, 2026 · Original filing
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 5797.7K $0.00 %as of Mar 31, 2026 · Original filing
Small Cap Core Fund Northern Funds 5247K $0.00 %as of Mar 31, 2026 · Original filing
Penn Series Small Cap Index Fund Penn Series Funds Inc 5006.6K $0.01 %as of Mar 31, 2026 · Original filing
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 4546K $0.00 %as of Mar 31, 2026 · Original filing
Avantis U.S. Equity Fund American Century ETF Trust 3144.1K $0.00 %as of Feb 28, 2026 · Original filing
ULTRA SMALL CAP PROFUND ProFunds 2373.5K $0.01 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 1932.8K $as of Apr 30, 2026 · Original filing
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1692.2K $0.00 %as of Mar 31, 2026 · Original filing
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1281.9K $0.00 %as of Apr 30, 2026 · Original filing
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 1071.4K $0.00 %as of Mar 31, 2026 · Original filing
PROFUND VP ULTRA SMALL CAP ProFunds 70929.6 $0.01 %as of Mar 31, 2026 · Original filing
PROFUND VP SMALL CAP ProFunds 53703.8 $0.01 %as of Mar 31, 2026 · Original filing
Russell 2000 Fund Rydex Series Funds 49650.7 $0.01 %as of Mar 31, 2026 · Original filing
SMALL-CAP PROFUND ProFunds 38557.1 $0.01 %as of Apr 30, 2026 · Original filing
Russell 2000 1.5x Strategy Fund Rydex Series Funds 30398.4 $0.01 %as of Mar 31, 2026 · Original filing
ProShares Hedge Replication ETF ProShares Trust 22290.6 $0.00 %as of Feb 28, 2026 · Original filing
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 679.7 $0.00 %as of Mar 31, 2026 · Original filing
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 566.1 $0.01 %as of Feb 28, 2026 · Original filing