Titelia

Fund shareholders of Tompkins Financial Corp

ISIN US8901101092 · United States · LEI 254900QDQ6V0QJ0Z2348

Fund shareholders
228
Of which ETFs
58 170 other funds
Value held
474.1M $
Share of capital
35.1 % of 14.4M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 762,72072.1M $0.06 %5.30 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 411,36338.9M $0.00 %2.86 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 359,37534M $0.04 %2.50 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 305,70526.3M $0.10 %2.13 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 296,57828M $0.01 %2.06 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 188,05717.8M $0.03 %1.31 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 151,69715.1M $0.04 %1.05 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 145,67113.8M $0.01 %1.01 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 130,73412.4M $0.09 %0.91 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 116,63111M $0.07 %0.81 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 108,84110.3M $0.13 %0.76 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 98,5859.8M $0.06 %0.69 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 86,4838.6M $0.06 %0.60 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 85,0128M $0.17 %0.59 %as of Jun 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 83,1637.2M $1.09 %0.58 %as of May 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 71,5846.8M $0.06 %0.50 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 69,3016M $0.03 %0.48 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 65,8335.7M $0.01 %0.46 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 64,7766.1M $0.13 %0.45 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 62,0996.2M $0.03 %0.43 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 60,9035.2M $0.02 %0.42 %as of May 31, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 57,3895.7M $0.85 %0.40 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 53,1875.3M $0.07 %0.37 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 47,1874.7M $0.03 %0.33 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 43,6193.8M $0.06 %0.30 %as of May 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,7723.9M $0.02 %0.27 %as of Jul 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 36,9163.7M $0.27 %0.26 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 35,8203.1M $0.06 %0.25 %as of May 29, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 33,5683.4M $0.04 %0.23 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 32,8023.3M $0.01 %0.23 %as of Jul 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 29,7003M $0.12 %0.21 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 29,5972.5M $0.09 %0.21 %as of May 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 27,7642.8M $0.03 %0.19 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 27,7082.4M $0.13 %0.19 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 25,7972.4M $0.04 %0.18 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,5062.4M $0.01 %0.17 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 23,1952M $0.00 %0.16 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 21,7812.1M $0.09 %0.15 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 21,2391.8M $0.10 %0.15 %as of May 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 19,8171.7M $0.01 %0.14 %as of May 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 19,7031.9M $0.06 %0.14 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 19,4041.8M $0.08 %0.13 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 19,2391.7M $0.00 %0.13 %as of May 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 18,9751.8M $0.06 %0.13 %as of Jun 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 18,8441.6M $0.06 %0.13 %as of May 31, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 18,2491.6M $1.24 %0.13 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 18,1421.8M $0.04 %0.13 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15,3651.5M $0.00 %0.11 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 15,0141.4M $0.00 %0.10 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 15,0031.4M $0.04 %0.10 %as of Jun 30, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 14,1401.3M $0.23 %0.10 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,6441.2M $0.02 %0.08 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 11,3231.1M $0.00 %0.08 %as of Jul 31, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 11,1001.1M $0.85 %0.08 %as of Jul 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 10,9601M $0.13 %0.08 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 10,9131M $0.06 %0.08 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 10,865936K $0.01 %0.08 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 10,599913.1K $0.07 %0.07 %as of May 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 10,1141M $0.52 %0.07 %as of Jul 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 9,963941.7K $0.06 %0.07 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,759922.4K $0.04 %0.07 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 9,325931K $0.07 %0.06 %as of Jul 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 9,171790.1K $0.11 %0.06 %as of May 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 8,927843.8K $0.17 %0.06 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 8,878839.1K $0.07 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 8,504849K $0.00 %0.06 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 8,400794K $0.04 %0.06 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 8,311785.6K $0.06 %0.06 %as of Jun 30, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 8,182773.4K $0.24 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,606655.3K $0.00 %0.05 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 7,084707.3K $0.03 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 7,026664.1K $0.00 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 6,967658.5K $0.04 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 6,896688.5K $0.00 %0.05 %as of Jul 31, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 6,685575.9K $0.27 %0.05 %as of May 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 6,607659.6K $0.04 %0.05 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 6,147581K $0.01 %0.04 %as of Jun 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 5,961595.1K $0.07 %0.04 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 5,946562K $0.00 %0.04 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 5,886507.1K $0.03 %0.04 %as of May 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 5,820550.1K $0.13 %0.04 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 5,737542.3K $0.02 %0.04 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 5,473517.3K $0.07 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 5,311457.5K $0.03 %0.04 %as of May 31, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 5,267497.8K $0.11 %0.04 %as of Jun 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 5,129512.1K $0.12 %0.04 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 5,040434.2K $0.04 %0.04 %as of May 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,023474.8K $0.04 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,781451.9K $0.01 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 4,708470K $0.02 %0.03 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 4,687403.8K $0.06 %0.03 %as of May 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,656464.9K $0.05 %0.03 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 4,563431.3K $0.04 %0.03 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 4,561431.1K $0.02 %0.03 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 4,441382.6K $0.05 %0.03 %as of May 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 4,331409.4K $0.04 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 4,229399.7K $0.06 %0.03 %as of Jun 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 4,191396.1K $0.06 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 4,151414.4K $0.00 %0.03 %as of Jul 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,118411.1K $0.06 %0.03 %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
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 1.24 %as of May 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 1.09 %as of May 31, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 0.85 %as of Jul 31, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 0.85 %as of Jul 31, 2026 ↗
Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds 0.68 %as of Jun 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.52 %as of Jul 31, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 0.42 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 0.27 %as of May 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.27 %as of Jul 31, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 0.27 %as of May 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
2026Q3228-35,044,595+3.8 %
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 table shows the 25 largest.

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
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Titelia. "Fund shareholders of Tompkins Financial Corp". https://titelia.com/en/stocks/tompkins-financial-corp-US8901101092