Funds holding Sound Financial Bancorp Inc
ISIN US83607A1007 · United States
- Fund holders
- 75
- Of which ETFs
- 13 62 other funds
- Value held
- 11M $
- Share of capital
- 10.0 % of 2.6M shares on Aug 7, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 78,818 | 3.4M $ | 0.00 % | 3.07 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 33,219 | 1.5M $ | 0.00 % | 1.29 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 22,917 | 1M $ | 0.00 % | 0.89 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 19,764 | 813.3K $ | 0.00 % | 0.77 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 17,978 | 785.8K $ | 0.01 % | 0.70 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 10,607 | 450.5K $ | 0.00 % | 0.41 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 10,597 | 450.1K $ | 0.00 % | 0.41 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,599 | 230.4K $ | 0.00 % | 0.22 % | as of Apr 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 5,469 | 239K $ | 0.02 % | 0.21 % | as of Mar 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 4,735 | 194.8K $ | 0.00 % | 0.18 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 4,037 | 171.5K $ | 0.00 % | 0.16 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 3,710 | 162.2K $ | 0.00 % | 0.14 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 3,498 | 148.6K $ | 0.00 % | 0.14 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 3,445 | 141.8K $ | 0.00 % | 0.13 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,278 | 134.9K $ | 0.00 % | 0.13 % | as of Apr 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 2,724 | 112.1K $ | 0.00 % | 0.11 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 2,305 | 100.8K $ | 0.01 % | 0.09 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 1,890 | 82.6K $ | 0.00 % | 0.07 % | as of Mar 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,802 | 74.2K $ | 0.00 % | 0.07 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,567 | 66.6K $ | 0.01 % | 0.06 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 1,421 | 62.1K $ | 0.00 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 1,189 | 50.5K $ | 0.00 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 1,157 | 47.6K $ | 0.00 % | 0.05 % | as of Apr 30, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,100 | 48.1K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 1,096 | 45.1K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 997 | 43.6K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 901 | 37.1K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 871 | 37K $ | 0.00 % | 0.03 % | as of Feb 28, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 705 | 29K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 700 | 30.6K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 700 | 30.6K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 600 | 24.7K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 481 | 21K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 476 | 19.6K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 457 | 20K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 390 | 17K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 324 | 14.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 316 | 13K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 304 | 13.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 264 | 11.5K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 243 | 10K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 242 | 10K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 222 | 9.4K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 219 | 9.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 218 | 9.5K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 212 | 8.7K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 211 | 8.7K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 202 | 8.8K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 200 | 8.2K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 177 | 7.7K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 167 | 7.3K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 158 | 6.5K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 135 | 5.7K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 133 | 5.6K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 100 | 4.1K $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 98 | 4.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 95 | 4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 91 | 4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 80 | 3.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 74 | 3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 73 | 3.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 60 | 2.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 60 | 2.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 23 | 946.5 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 11 | 480.8 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 7 | 306 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 7 | 288.1 $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| PROFUND VP SMALL CAP ProFunds | 5 | 218.6 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 5 | 218.6 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 4 | 164.6 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 4 | 164.6 $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 3 | 131.1 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 2 | 84.9 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 1 | 43.7 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 1 | 42.5 $ | 0.00 % | 0.00 % | as of Feb 28, 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 | |
|---|---|---|
| iShares Micro-Cap ETF iShares Trust | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 0.01 % | as of Feb 28, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 0.00 % | as of Feb 28, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00 % | as of Mar 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 0.00 % | 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.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 75 | 0 | 255,951 | +42.6 % |
| 2026Q1 | 75 | 0 | 179,485 | -10.1 % |
| 2025Q4 | 75 | +14 | 199,583 | +6.9 % |
| 2025Q3 | 61 | +38 | 186,633 | +81.9 % |
| 2025Q2 | 23 | 0 | 102,627 | -0.2 % |
| 2025Q1 | 23 | 0 | 102,800 | +17.2 % |
| 2024Q4 | 23 | +2 | 87,728 | -7.5 % |
| 2024Q3 | 21 | +1 | 94,872 | +1.8 % |
| 2024Q2 | 20 | +1 | 93,179 | +0.3 % |
| 2024Q1 | 19 | -1 | 92,866 | -3.8 % |
| 2023Q4 | 20 | 96,567 |
Institutional managers
45 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| STILWELL VALUE LLC | 410,019 | 17.9M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 179,871 | 7.8M $ | as of Mar 31, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 108,616 | 4.7M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 101,298 | 4.4M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 52,365 | 2.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 43,265 | 1.9M $ | as of Mar 31, 2026 |
| Pacific Sage Partners, LLC | 36,191 | 1.6M $ | as of Mar 31, 2026 |
| Oppenheimer & Close, LLC | 32,645 | 1.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 21,855 | 955.3K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 19,623 | 857.9K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 17,210 | 752.2K $ | as of Mar 31, 2026 |
| Financial Insights, Inc. | 14,897 | 651.1K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 14,032 | 613.3K $ | as of Mar 31, 2026 |
| Pinnacle Holdings, LLC | 7,180 | 313.8K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6,450 | 281.9K $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 6,450 | 281.9K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 5,863 | 256.3K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,831 | 254.9K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 5,675 | 248.1K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 5,376 | 235K $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 5,169 | 225.9K $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 3,826 | 164 $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 3,162 | 138.2K $ | as of Mar 31, 2026 |
| RHUMBLINE ADVISERS | 2,885 | 126.1K $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 2,875 | 125.7K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Sound Financial Bancorp Inc". https://titelia.com/en/stocks/sound-financial-bancorp-inc-US83607A1007