Funds holding Tompkins Financial Corp
231 funds declare a position · 58 ETFs and 173 other funds · 386.3M $ · US8901101092
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 757,201 | 59.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 410,309 | 32.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 335,281 | 26.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 299,880 | 23.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 5 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 226,228 | 17.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 6 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 190,575 | 15M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 7 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 141,504 | 11.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 8 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 134,091 | 11.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 9 | iShares S&P Small-Cap 600 Value ETF iShares Trust | 124,042 | 9.8M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 10 | iShares Russell 2000 Value ETF iShares Trust | 116,591 | 9.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 11 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 116,331 | 9.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 12 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 96,215 | 8.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 13 | ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 83,237 | 6.4M $ | 0.97 % | as of Feb 28, 2026 · Original filing |
| 14 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 81,292 | 6.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 15 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 76,014 | 6M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 16 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 71,584 | 5.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 17 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 67,273 | 5.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 18 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 66,745 | 5.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 19 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 65,788 | 5.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 20 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 62,099 | 5.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 21 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 61,813 | 4.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 22 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 53,021 | 4.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 23 | Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 48,833 | 4.1M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 24 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 46,965 | 4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 25 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 43,602 | 3.3M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 26 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 37,281 | 3.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 27 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 36,416 | 2.8M $ | 0.06 % | as of Feb 27, 2026 · Original filing |
| 28 | First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 35,221 | 3M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 29 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 32,802 | 2.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 30 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 29,570 | 2.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 31 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 28,777 | 2.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 32 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 28,683 | 2.2M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 33 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 27,938 | 2.1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 34 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 25,062 | 2.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 35 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,506 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 36 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 23,195 | 1.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 37 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 21,881 | 1.7M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 38 | Master Small Cap Index Series Quantitative Master Series LLC | 21,429 | 1.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 39 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 20,462 | 1.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 40 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 20,215 | 1.6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 41 | JNL Small Cap Index Fund JNL Series Trust | 19,703 | 1.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 42 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 18,357 | 1.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 43 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 17,149 | 1.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 44 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 16,796 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 45 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 15,365 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 46 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 14,860 | 1.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 47 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 14,742 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 48 | SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 12,900 | 1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 49 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 12,798 | 981.7K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 50 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 12,269 | 967.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 51 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,644 | 981.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 52 | Nuveen Equity Index Fund TIAA-CREF Funds | 11,323 | 954.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 53 | First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 11,090 | 934.6K $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 54 | Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 11,000 | 927K $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| 55 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 10,960 | 864.1K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 56 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 10,913 | 860.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 57 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 10,691 | 842.9K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 58 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,959 | 764K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 59 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 9,924 | 836.3K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 60 | WisdomTree U.S. High Dividend Fund WisdomTree Trust | 9,887 | 779.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 61 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,059 | 714.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 62 | Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 8,993 | 689.9K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 63 | SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 8,982 | 708.1K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 64 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 8,927 | 703.8K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 65 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 8,878 | 699.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 66 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 8,504 | 716.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 67 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 8,426 | 664.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 68 | EQ/Small Company Index Portfolio EQ Advisors Trust | 8,400 | 662.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 69 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,858 | 619.5K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 70 | Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 7,826 | 600.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 71 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 7,606 | 583.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 72 | Diversified Equity Master Portfolio Master Investment Portfolio | 7,552 | 595.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 73 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 7,531 | 593.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 74 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 7,421 | 625.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 75 | Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 6,490 | 546.9K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 76 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,489 | 511.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 77 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 6,419 | 540.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 78 | Small Cap Index Fund Northern Funds | 6,362 | 501.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 79 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 6,338 | 534.1K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 80 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 6,147 | 484.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 81 | VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 5,887 | 451.6K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 82 | Global X Russell 2000 ETF GLOBAL X FUNDS | 5,873 | 494.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 83 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 5,820 | 458.8K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 84 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 5,603 | 441.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 85 | Small Cap Index Fund VALIC Co I | 5,311 | 407.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 86 | NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 5,267 | 415.3K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 87 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,023 | 396K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 88 | Avantis U.S. Equity ETF American Century ETF Trust | 4,948 | 379.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 89 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 4,721 | 397.8K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 90 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,656 | 392.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 91 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 4,603 | 362.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 92 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,581 | 361.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 93 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 4,561 | 359.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 94 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,542 | 382.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 95 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 4,441 | 340.7K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 96 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 4,364 | 344.1K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 97 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 4,302 | 339.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 98 | SMALL CAP EQUITY FUND GuideStone Funds | 4,252 | 335.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 99 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 4,217 | 323.5K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 100 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 4,170 | 351.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
Institutional managers
198 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 2,002,333 | 157.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,186,354 | 93.5M $ | as of Mar 31, 2026 |
| TOMPKINS FINANCIAL CORP | 1,119,343 | 88.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 587,466 | 46.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 348,313 | 27.5M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 307,342 | 24.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 167,191 | 13.2M $ | as of Mar 31, 2026 |
| Rhino Investment Partners, Inc | 166,941 | 13.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 137,163 | 10.8M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 126,151 | 9.9M $ | as of Mar 31, 2026 |
| Cornell Pochily Investment Advisors, Inc. | 121,828 | 9.6M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 119,183 | 9.4M $ | as of Mar 31, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 113,570 | 9M $ | as of Mar 31, 2026 |
| Hillsdale Investment Management Inc. | 93,100 | 7.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 92,410 | 7.3M $ | as of Mar 31, 2026 |
| ProShare Advisors LLC | 84,641 | 6.7M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 76,371 | 6M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 75,575 | 6M $ | as of Mar 31, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | 68,792 | 5.4M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 61,392 | 4.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 57,050 | 4.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 48,442 | 3.8M $ | as of Mar 31, 2026 |
| Public Sector Pension Investment Board | 45,194 | 3.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 45,895 | 3.5M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 44,251 | 3.5M $ | as of Mar 31, 2026 |