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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 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

Declared shareholders of Tompkins Financial Corp

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.26 %759,185as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

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