Titelia

Fund shareholders of Siebert Financial Corp

ISIN US8261761097 · United States

Fund shareholders
70
Of which ETFs
10 60 other funds
Value held
3.3M $
Share of capital
4.2 % of 41.1M shares on Aug 11, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 322,275618.8K $0.78 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 302,670581.1K $0.00 %0.74 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 228,344438.4K $0.00 %0.56 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 138,905243.1K $0.00 %0.34 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 118,350224.9K $0.00 %0.29 %as of Feb 28, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 106,537204.6K $0.00 %0.26 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 69,227131.5K $0.00 %0.17 %as of Feb 28, 2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 57,260109.9K $0.13 %0.14 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 38,20472.6K $0.00 %0.09 %as of Feb 28, 2026 ↗
iShares Micro-Cap ETF iShares Trust 37,58572.2K $0.01 %0.09 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 35,18961.6K $0.00 %0.09 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 29,58156.2K $0.00 %0.07 %as of Feb 28, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 24,54247.1K $0.00 %0.06 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 24,50247K $0.00 %0.06 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 18,57935.3K $0.00 %0.05 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 18,28232K $0.00 %0.04 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 16,54731.4K $0.00 %0.04 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 15,76330.3K $0.00 %0.04 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 14,99728.8K $0.00 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 12,94724.9K $0.00 %0.03 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,14619.5K $0.00 %0.03 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,23817.6K $0.00 %0.02 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,10015.6K $0.00 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 6,47612.4K $0.00 %0.02 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 6,29211K $0.00 %0.02 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 5,75110.9K $0.00 %0.01 %as of Feb 28, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 5,74011K $0.01 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 5,0339.7K $0.00 %0.01 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,8009.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 4,6498.9K $0.00 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,6006.8K $0.00 %0.01 %as of Feb 28, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,1466K $0.00 %0.01 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,9585.7K $0.00 %0.01 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,7735.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,5094.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,2994.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,2024.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,2024.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 1,7003.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 1,7003.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,6832.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,6082.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,5282.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,4442.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,4402.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 1,3982.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,3442.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,3362.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,1712.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 1,1232.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,0492K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 8741.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 8731.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 7611.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 6111.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 6001.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 543950.3 $0.00 %0.00 %as of Apr 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 512983 $0.00 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 163285.3 $0.00 %0.00 %as of Apr 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 104182 $0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 72138.2 $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 4790.2 $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 3669.1 $0.00 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 3363.4 $0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 2645.5 $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 2038.4 $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 1528.5 $0.00 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 713.4 $0.00 %as of Mar 31, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 47.7 $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 35.7 $0.00 %0.00 %as of Feb 28, 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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Ultra-Small Company Fund Bridgeway Funds, Inc. 0.13 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 0.01 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.01 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.00 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 0.00 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 0.00 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 0.00 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 0.00 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 0.00 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 0.00 %as of Feb 28, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q270-91,743,028-2.9 %
2026Q179+21,794,666+2.1 %
2025Q477+211,757,726+8.6 %
2025Q356+451,618,918+138.2 %
2025Q2110679,566+1.1 %
2025Q1110671,898+16.0 %
2024Q4110579,412+6.5 %
2024Q3110544,250-0.5 %
2024Q211+1546,987+12.5 %
2024Q110-1486,196+4.6 %
2023Q411464,849

Institutional managers

51 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.779,5861.5M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC435,539836.5K $as of Mar 31, 2026
UBS Group AG160,593308.3K $as of Mar 31, 2026
Cetera Investment Advisers146,459281.2K $as of Mar 31, 2026
STATE STREET CORP144,234276.9K $as of Mar 31, 2026
NORTHERN TRUST CORP138,625266.2K $as of Mar 31, 2026
STRS OHIO84,200161.7K $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC57,260109.9K $as of Mar 31, 2026
Focus Partners Wealth36,48870.1K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC36,06869.3K $as of Mar 31, 2026
Bank of New York Mellon Corp35,73668.6K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC35,18967.6K $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP34,84166.7K $as of Mar 31, 2026
DEUTSCHE BANK AG\32,82363K $as of Mar 31, 2026
PANAGORA ASSET MANAGEMENT INC32,76562.9K $as of Mar 31, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP28,66555K $as of Mar 31, 2026
CITADEL ADVISORS LLC27,34552.5K $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC21,80041.9K $as of Mar 31, 2026
NEW YORK STATE COMMON RETIREMENT FUND21,60041.5K $as of Mar 31, 2026
Nuveen, LLC18,28235.1K $as of Mar 31, 2026
RHUMBLINE ADVISERS17,79834.2K $as of Mar 31, 2026
Williams & Novak, LLC15,80028.6K $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC13,08825.1K $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/12,15623.3K $as of Mar 31, 2026
OSAIC HOLDINGS, INC.10,93021K $as of Mar 31, 2026
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Titelia. "Fund shareholders of Siebert Financial Corp". https://titelia.com/en/stocks/siebert-financial-corp-US8261761097