Titelia

Fund shareholders of Princeton Bancorp Inc

ISIN US74179A1079 · United States · LEI 549300ZWKMVQ4WLNLQ57

Fund shareholders
114
Of which ETFs
21 93 other funds
Value held
39.2M $
Share of capital
14.9 % of 6.8M shares on Aug 5, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 151,3475.7M $0.00 %2.22 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 147,5255.6M $0.01 %2.17 %as of Jun 30, 2026 ↗
Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND 62,8952.4M $1.28 %0.92 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 60,1312.3M $0.00 %0.88 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 56,6242.3M $0.01 %0.83 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 51,6612M $0.01 %0.76 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 49,5792M $0.01 %0.73 %as of Jul 31, 2026 ↗
Royce Small-Cap Value Fund ROYCE FUND 37,4941.4M $1.27 %0.55 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 26,892969.2K $0.01 %0.39 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 25,209908.5K $0.00 %0.37 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 22,792865K $0.00 %0.33 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 22,712936.6K $0.01 %0.33 %as of Jul 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 22,480853.1K $0.06 %0.33 %as of Jun 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 18,075685.9K $0.05 %0.27 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 14,452596K $0.00 %0.21 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13,436554.1K $0.00 %0.20 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 12,623520.6K $0.01 %0.19 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,139418.1K $0.00 %0.15 %as of Jul 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 9,979378.7K $0.26 %0.15 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 9,835354.5K $0.00 %0.14 %as of May 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,814404.7K $0.00 %0.14 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 9,740369.6K $0.00 %0.14 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 9,559394.2K $0.00 %0.14 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 9,003341.7K $0.01 %0.13 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,270341.1K $0.00 %0.12 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 7,817281.7K $0.00 %0.11 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 7,600313.4K $0.01 %0.11 %as of Jul 31, 2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 7,212273.7K $0.28 %0.11 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 7,108269.7K $0.01 %0.10 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 6,787257.6K $0.01 %0.10 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 6,590271.8K $0.00 %0.10 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 6,481246K $0.01 %0.10 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 6,187234.8K $0.06 %0.09 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 5,991247.1K $0.00 %0.09 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 5,605231.2K $0.00 %0.08 %as of Jul 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 5,178196.5K $0.01 %0.08 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 4,685168.8K $0.00 %0.07 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,559128.3K $0.01 %0.05 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,500132.8K $0.01 %0.05 %as of Jun 30, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 2,850117.5K $0.10 %0.04 %as of Jul 31, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 2,750104.4K $0.02 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 2,652100.6K $0.01 %0.04 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 2,58498.1K $0.00 %0.04 %as of Jun 30, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 2,500103.1K $0.02 %0.04 %as of Jul 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 2,444100.8K $0.01 %0.04 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 2,18683K $0.00 %0.03 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 2,15777.7K $0.01 %0.03 %as of May 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 2,04577.6K $0.00 %0.03 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,94873.9K $0.00 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 1,94273.7K $0.01 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 1,75866.7K $0.01 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,70064.5K $0.00 %0.02 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 1,58360.1K $0.01 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 1,44154.7K $0.01 %0.02 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,41358.3K $0.00 %0.02 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,36451.8K $0.01 %0.02 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 1,22046.3K $0.00 %0.02 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,20345.7K $0.02 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,18148.7K $0.00 %0.02 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 1,04142.9K $0.00 %0.02 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 1,04039.5K $0.00 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 1,03239.2K $0.01 %0.02 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 93735.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 89133.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 88433.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 88133.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 83334.4K $0.00 %0.01 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 83031.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 77829.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 62522.5K $0.01 %0.01 %as of May 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 62425.7K $0.01 %0.01 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 61325.3K $0.00 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 58321K $0.00 %0.01 %as of May 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 57221.7K $0.00 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 55823K $0.00 %0.01 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 52019.7K $0.00 %0.01 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 48119.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 47718.1K $0.00 %0.01 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 44018.1K $0.00 %0.01 %as of Jul 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 43916.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 42817.7K $0.00 %0.01 %as of Jul 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 42015.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 39916.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 38916K $0.00 %0.01 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 34114.1K $0.00 %0.01 %as of Jul 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 32712.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 27710.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2709.7K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2458.8K $0.00 %0.00 %as of May 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2409.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2248.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 2007.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1977.1K $0.00 %0.00 %as of May 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1957K $0.00 %0.00 %as of May 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 1927.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1926.9K $0.00 %0.00 %as of May 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1274.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1164.2K $0.00 %0.00 %as of May 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 973.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 843.5K $0.00 %as of Jul 31, 2026 ↗

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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.

FundWeight in fund
Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND 1.28 %as of Jun 30, 2026 ↗
Royce Small-Cap Value Fund ROYCE FUND 1.27 %as of Jun 30, 2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 0.28 %as of Jun 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.26 %as of Jun 30, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 0.10 %as of Jul 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 0.06 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 0.06 %as of Jun 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.05 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.02 %as of Jun 30, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 0.02 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3114+21,015,763+4.2 %
2026Q2112+2974,617+2.2 %
2026Q1110+1953,239-2.3 %
2025Q4109+3975,916-2.6 %
2025Q3106+21,002,167+1.7 %
2025Q21040985,069-1.3 %
2025Q1104-4998,113+2.3 %
2024Q4108+5975,892+5.0 %
2024Q3103+2929,697+3.1 %
2024Q2101+4901,546+1.2 %
2024Q1970890,543-1.3 %
2023Q497901,827

Institutional managers

82 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
ALLIANCEBERNSTEIN L.P.560,53919.4M $as of Mar 31, 2026
BlackRock, Inc.368,31012.4M $as of Mar 31, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP238,8878.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP160,3835.4M $as of Mar 31, 2026
BANC FUNDS CO LLC153,9265.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC124,3094.2M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC97,8083.3K $as of Mar 31, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C.91,6883.1M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP80,4702.7M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC74,3472.5M $as of Mar 31, 2026
STATE STREET CORP72,3782.4M $as of Mar 31, 2026
Roundview Capital LLC63,5972.1M $as of Mar 31, 2026
FIRST MANHATTAN CO. LLC.58,4992M $as of Mar 31, 2026
Fourthstone LLC42,4851.4M $as of Mar 31, 2026
Private Wealth Management Group, LLC39,0411.3M $as of Mar 31, 2026
NORTHERN TRUST CORP38,1011.3M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC37,0231.3M $as of Mar 31, 2026
Empowered Funds, LLC33,9761.1M $as of Mar 31, 2026
LSV ASSET MANAGEMENT30,8371K $as of Mar 31, 2026
Bank of New York Mellon Corp30,4921M $as of Mar 31, 2026
GLENMEDE TRUST CO NA27,767937.7K $as of Mar 31, 2026
Sequoia Financial Advisors, LLC18,110611.6K $as of Mar 31, 2026
BROWN ADVISORY INC16,750565.6K $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC13,838467.3K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC13,205445.9K $as of Mar 31, 2026

Declared shareholders of Princeton Bancorp Inc

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.

ShareholderDeclared stakeShares
BlackRock, Inc. 5.50 %374,815as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Princeton Bancorp Inc". https://titelia.com/en/stocks/princeton-bancorp-inc-US74179A1079