Titelia

Fund shareholders of Tompkins Financial Corp

ISIN US8901101092 · United States · LEI 254900QDQ6V0QJ0Z2348

Fund shareholders
231
Of which ETFs
58 173 other funds
Value held
386.3M $
Share of capital
33.8 % of 14.4M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 757,20159.7M $0.06 %5.26 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 410,30932.3M $0.00 %2.85 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 335,28126.4M $0.04 %2.33 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 299,88023.6M $0.01 %2.08 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 226,22817.4M $0.07 %1.57 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 190,57515M $0.02 %1.33 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 141,50411.2M $0.01 %0.98 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 134,09111.3M $0.03 %0.93 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 124,0429.8M $0.13 %0.86 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 116,5919.2M $0.07 %0.81 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 116,3319.2M $0.07 %0.81 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 96,2158.1M $0.05 %0.67 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 83,2376.4M $0.97 %0.58 %as of Feb 28, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 81,2926.9M $0.05 %0.57 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 76,0146M $0.16 %0.53 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 71,5845.6M $0.06 %0.50 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 67,2735.2M $0.01 %0.47 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 66,7455.1M $0.03 %0.46 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 65,7885.2M $0.13 %0.46 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 62,0995.2M $0.03 %0.43 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 61,8134.7M $0.02 %0.43 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 53,0214.5M $0.06 %0.37 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 48,8334.1M $0.67 %0.34 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 46,9654M $0.03 %0.33 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 43,6023.3M $0.06 %0.30 %as of Feb 28, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 37,2813.1M $0.02 %0.26 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 36,4162.8M $0.06 %0.25 %as of Feb 27, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 35,2213M $0.24 %0.24 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 32,8022.8M $0.01 %0.23 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 29,5702.5M $0.03 %0.21 %as of Apr 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 28,7772.4M $0.10 %0.20 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 28,6832.2M $0.09 %0.20 %as of Feb 28, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 27,9382.1M $0.13 %0.19 %as of Feb 28, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 25,0622.1M $0.03 %0.17 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,5062.1M $0.01 %0.17 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 23,1951.8M $0.00 %0.16 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 21,8811.7M $0.09 %0.15 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 21,4291.7M $0.04 %0.15 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 20,4621.6M $0.01 %0.14 %as of Feb 28, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 20,2151.6M $0.06 %0.14 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 19,7031.6M $0.06 %0.14 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 18,3571.4M $0.00 %0.13 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 17,1491.4M $0.04 %0.12 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 16,7961.3M $0.07 %0.12 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15,3651.3M $0.00 %0.11 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 14,8601.2M $0.03 %0.10 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 14,7421.2M $0.00 %0.10 %as of Mar 31, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 12,9001M $0.23 %0.09 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 12,798981.7K $0.07 %0.09 %as of Feb 28, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 12,269967.3K $0.04 %0.09 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,644981.2K $0.02 %0.08 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 11,323954.2K $0.00 %0.08 %as of Apr 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 11,090934.6K $0.51 %0.08 %as of Apr 30, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 11,000927K $0.75 %0.08 %as of Apr 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 10,960864.1K $0.13 %0.08 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 10,913860.4K $0.06 %0.08 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 10,691842.9K $0.31 %0.07 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,959764K $0.07 %0.07 %as of Feb 28, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 9,924836.3K $0.06 %0.07 %as of Apr 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 9,887779.5K $0.05 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,059714.2K $0.04 %0.06 %as of Mar 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 8,993689.9K $0.10 %0.06 %as of Feb 28, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 8,982708.1K $0.26 %0.06 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 8,927703.8K $0.16 %0.06 %as of Mar 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 8,878699.9K $0.06 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 8,504716.6K $0.00 %0.06 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 8,426664.3K $0.06 %0.06 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 8,400662.3K $0.04 %0.06 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,858619.5K $0.07 %0.05 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 7,826600.3K $0.04 %0.05 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,606583.5K $0.00 %0.05 %as of Feb 28, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 7,552595.4K $0.02 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 7,531593.7K $0.00 %0.05 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 7,421625.4K $0.02 %0.05 %as of Apr 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 6,490546.9K $0.11 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 6,489511.6K $0.00 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 6,419540.9K $0.00 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 6,362501.6K $0.04 %0.04 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 6,338534.1K $0.06 %0.04 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 6,147484.6K $0.01 %0.04 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 5,887451.6K $0.08 %0.04 %as of Feb 28, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 5,873494.9K $0.03 %0.04 %as of Apr 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 5,820458.8K $0.12 %0.04 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 5,603441.7K $0.07 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 5,311407.4K $0.03 %0.04 %as of Feb 28, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 5,267415.3K $0.12 %0.04 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,023396K $0.04 %0.03 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 4,948379.6K $0.00 %0.03 %as of Feb 28, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 4,721397.8K $0.06 %0.03 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,656392.4K $0.05 %0.03 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 4,603362.9K $0.04 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,581361.2K $0.01 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 4,561359.6K $0.02 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 4,542382.8K $0.02 %0.03 %as of Apr 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 4,441340.7K $0.04 %0.03 %as of Feb 28, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 4,364344.1K $0.06 %0.03 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 4,302339.2K $0.06 %0.03 %as of Mar 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 4,252335.2K $0.04 %0.03 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 4,217323.5K $0.03 %0.03 %as of Feb 28, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 4,170351.4K $0.00 %0.03 %as of Apr 30, 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
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 0.97 %as of Feb 28, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 0.75 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 0.67 %as of Apr 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.51 %as of Apr 30, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 0.40 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 0.31 %as of Mar 31, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 0.26 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 0.25 %as of Feb 28, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.24 %as of Apr 30, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 0.23 %as of Mar 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q2231+84,857,838+3.0 %
2026Q1223-64,714,135+0.1 %
2025Q4229+24,709,274-2.0 %
2025Q3227+94,804,939+1.5 %
2025Q2218+194,732,402+0.7 %
2025Q1199+74,698,244+0.0 %
2024Q4192+44,696,672-0.4 %
2024Q3188-34,715,429-1.3 %
2024Q2191+104,777,917+0.4 %
2024Q1181-94,760,655+1.7 %
2023Q41904,679,795

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.2,002,333157.9M $as of Mar 31, 2026
STATE STREET CORP1,186,35493.5M $as of Mar 31, 2026
TOMPKINS FINANCIAL CORP1,119,34388.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP587,46646.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC348,31327.5M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC307,34224.2M $as of Mar 31, 2026
MORGAN STANLEY167,19113.2M $as of Mar 31, 2026
Rhino Investment Partners, Inc166,94113.2M $as of Mar 31, 2026
NORTHERN TRUST CORP137,16310.8M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC126,1519.9M $as of Mar 31, 2026
Cornell Pochily Investment Advisors, Inc.121,8289.6M $as of Mar 31, 2026
Bank of New York Mellon Corp119,1839.4M $as of Mar 31, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.113,5709M $as of Mar 31, 2026
Hillsdale Investment Management Inc.93,1007.3M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC92,4107.3M $as of Mar 31, 2026
ProShare Advisors LLC84,6416.7M $as of Mar 31, 2026
Invesco Ltd.76,3716M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC75,5756M $as of Mar 31, 2026
JOHN G ULLMAN & ASSOCIATES INC68,7925.4M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC61,3924.8M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/57,0504.5M $as of Mar 31, 2026
UBS Group AG48,4423.8M $as of Mar 31, 2026
JPMORGAN CHASE & CO45,8953.5M $as of Mar 31, 2026
Public Sector Pension Investment Board45,1943.6M $as of Mar 31, 2026
LPL Financial LLC44,2513.5M $as of Mar 31, 2026

Declared shareholders of Tompkins Financial Corp

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.26 %759,185as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Tompkins Financial Corp". https://titelia.com/en/stocks/tompkins-financial-corp-US8901101092