Titelia

Fund shareholders of Princeton Bancorp Inc

ISIN US74179A1079 · United States · LEI 549300ZWKMVQ4WLNLQ57

Fund shareholders
112
Of which ETFs
21 91 other funds
Value held
33.4M $
Share of capital
14.3 % of 6.8M shares on Aug 5, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 187,2986.3M $0.00 %2.75 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 138,2244.7M $0.01 %2.03 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 60,3362M $0.00 %0.89 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 52,3031.9M $0.01 %0.77 %as of Apr 30, 2026
Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND 50,9071.7M $1.01 %0.75 %as of Mar 31, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 47,3691.7M $0.01 %0.70 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 39,1801.3M $0.01 %0.58 %as of Mar 31, 2026
Royce Small-Cap Value Fund ROYCE FUND 29,563998.3K $1.00 %0.43 %as of Mar 31, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 27,296927.2K $0.00 %0.40 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 25,978882.5K $0.01 %0.38 %as of Feb 28, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 22,480759.1K $0.06 %0.33 %as of Mar 31, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 22,248751.3K $0.00 %0.33 %as of Mar 31, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 18,441659.6K $0.01 %0.27 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 14,065503.1K $0.00 %0.21 %as of Apr 30, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13,436480.6K $0.00 %0.20 %as of Apr 30, 2026
iShares Micro-Cap ETF iShares Trust 13,277448.4K $0.04 %0.19 %as of Mar 31, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 11,615415.5K $0.01 %0.17 %as of Apr 30, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,139362.7K $0.00 %0.15 %as of Apr 30, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 9,979337K $0.27 %0.15 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 9,835334.1K $0.00 %0.14 %as of Feb 28, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,121326.3K $0.00 %0.13 %as of Apr 30, 2026
Master Small Cap Index Series Quantitative Master Series LLC 9,003304K $0.01 %0.13 %as of Mar 31, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 8,943319.9K $0.00 %0.13 %as of Apr 30, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,270295.8K $0.00 %0.12 %as of Apr 30, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 7,338249.3K $0.00 %0.11 %as of Feb 28, 2026
Ultra-Small Company Fund Bridgeway Funds, Inc. 7,212243.5K $0.29 %0.11 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 7,143241.2K $0.01 %0.10 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 6,869232K $0.01 %0.10 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 6,223210.2K $0.06 %0.09 %as of Mar 31, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 5,880198.6K $0.01 %0.09 %as of Mar 31, 2026
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 5,850197.6K $0.04 %0.09 %as of Mar 31, 2026
iShares Russell 2000 Growth ETF iShares Trust 5,615189.6K $0.00 %0.08 %as of Mar 31, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 5,605200.5K $0.00 %0.08 %as of Apr 30, 2026
WisdomTree U.S. High Dividend Fund WisdomTree Trust 5,138173.5K $0.01 %0.08 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 4,685159.1K $0.00 %0.07 %as of Feb 28, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 4,617165.2K $0.00 %0.07 %as of Apr 30, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 3,719133K $0.00 %0.05 %as of Apr 30, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,500118.2K $0.01 %0.05 %as of Mar 31, 2026
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 3,450123.4K $0.02 %0.05 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,399115.5K $0.01 %0.05 %as of Feb 28, 2026
Transamerica Small Cap Value TRANSAMERICA FUNDS 2,850101.9K $0.10 %0.04 %as of Apr 30, 2026
Small Cap Index Fund Northern Funds 2,78694.1K $0.01 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 2,22879.7K $0.01 %0.03 %as of Apr 30, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 2,18673.8K $0.00 %0.03 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 2,15773.3K $0.01 %0.03 %as of Feb 28, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,94865.8K $0.00 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 1,75859.4K $0.01 %0.03 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 1,75359.2K $0.00 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,70057.4K $0.00 %0.02 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 1,60254.1K $0.01 %0.02 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 1,59056.9K $0.00 %0.02 %as of Apr 30, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 1,44148.7K $0.01 %0.02 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,41350.5K $0.00 %0.02 %as of Apr 30, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 1,22541.4K $0.01 %0.02 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,18142.2K $0.00 %0.02 %as of Apr 30, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 1,10037.1K $0.00 %0.02 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 1,03234.9K $0.01 %0.02 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 99633.6K $0.01 %0.01 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 97833K $0.02 %0.01 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 95832.5K $0.01 %0.01 %as of Feb 28, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 92031.1K $0.00 %0.01 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 91130.8K $0.00 %0.01 %as of Mar 31, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 88129.8K $0.01 %0.01 %as of Mar 31, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 69623.5K $0.01 %0.01 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 62422.3K $0.01 %0.01 %as of Apr 30, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 61321.9K $0.00 %0.01 %as of Apr 30, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 60120.3K $0.01 %0.01 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 57119.4K $0.00 %0.01 %as of Feb 28, 2026
Victory Extended Market Index Fund Victory Portfolios III 54919.6K $0.00 %0.01 %as of Apr 30, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 53319.1K $0.00 %0.01 %as of Apr 30, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 53318K $0.01 %0.01 %as of Mar 31, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 52017.6K $0.00 %0.01 %as of Mar 31, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 48117.2K $0.01 %0.01 %as of Apr 30, 2026
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 47716.1K $0.00 %0.01 %as of Mar 31, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 46815.8K $0.00 %0.01 %as of Mar 31, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 44114.9K $0.01 %0.01 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 44015.7K $0.00 %0.01 %as of Apr 30, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 43914.8K $0.01 %0.01 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 42815.3K $0.00 %0.01 %as of Apr 30, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 42014.2K $0.01 %0.01 %as of Mar 31, 2026
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 40614.5K $0.00 %0.01 %as of Apr 30, 2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 39914.3K $0.00 %0.01 %as of Apr 30, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 38913.9K $0.00 %0.01 %as of Apr 30, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 36112.2K $0.00 %0.01 %as of Mar 31, 2026
ProShares UltraPro Russell2000 ProShares Trust 32611.1K $0.00 %0.00 %as of Feb 28, 2026
ProShares Ultra Russell2000 ProShares Trust 32311K $0.00 %0.00 %as of Feb 28, 2026
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2779.4K $0.00 %0.00 %as of Mar 31, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2709.2K $0.00 %0.00 %as of Feb 28, 2026
ProShares Russell 2000 High Income ETF ProShares Trust 2247.6K $0.00 %0.00 %as of Feb 28, 2026
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2247.6K $0.00 %0.00 %as of Mar 31, 2026
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2097.1K $0.00 %0.00 %as of Feb 28, 2026
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 2097.1K $0.00 %0.00 %as of Mar 31, 2026
Penn Series Small Cap Index Fund Penn Series Funds Inc 2006.8K $0.01 %0.00 %as of Mar 31, 2026
SmallCap Value Fund II Principal Funds, Inc 1716.1K $0.00 %0.00 %as of Apr 30, 2026
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1274.3K $0.00 %0.00 %as of Mar 31, 2026
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1163.9K $0.00 %0.00 %as of Feb 28, 2026
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 973.3K $0.00 %0.00 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 843K $0.00 %as of Apr 30, 2026
ULTRA SMALL CAP PROFUND ProFunds 582.1K $0.00 %0.00 %as of Apr 30, 2026
SmallCap Growth Fund I Principal Funds, Inc 441.6K $0.00 %0.00 %as of Apr 30, 2026

Download this table: CSV, JSON

Report an error

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 1.01 %as of Mar 31, 2026
Royce Small-Cap Value Fund ROYCE FUND 1.00 %as of Mar 31, 2026
Ultra-Small Company Fund Bridgeway Funds, Inc. 0.29 %as of Mar 31, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.27 %as of Mar 31, 2026
Transamerica Small Cap Value TRANSAMERICA FUNDS 0.10 %as of Apr 30, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 0.06 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 0.06 %as of Mar 31, 2026
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 0.04 %as of Mar 31, 2026
iShares Micro-Cap ETF iShares Trust 0.04 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.02 %as of Mar 31, 2026

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
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. 4.96 %336,753as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

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