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
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 4,129325.5K $0.03 %0.03 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 3,893306.9K $0.01 %0.03 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 3,790298.8K $0.07 %0.03 %as of Mar 31, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 3,676289.8K $0.15 %0.03 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 3,657308.2K $0.02 %0.03 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 3,605276.5K $0.03 %0.03 %as of Feb 28, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 3,540279.1K $0.40 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,492294.3K $0.00 %0.02 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 3,462272.9K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,448271.8K $0.04 %0.02 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 3,406287K $0.01 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 3,238272.9K $0.00 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,015254.1K $0.04 %0.02 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2,772218.5K $0.03 %0.02 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 2,639208.1K $0.00 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,621206.6K $0.04 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 2,574202.9K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small Company Fund American Century Quantitative Equity Funds, Inc. 2,557201.6K $0.13 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 2,488196.2K $0.04 %0.02 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,422185.8K $0.07 %0.02 %as of Feb 28, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,305176.8K $0.01 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,122178.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 2,059162.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,048161.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,047172.5K $0.01 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 1,960150.4K $0.07 %0.01 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,915161.4K $0.04 %0.01 %as of Apr 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 1,909150.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 1,886158.9K $0.02 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,862146.8K $0.04 %0.01 %as of Mar 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 1,804142.2K $0.10 %0.01 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,714144.4K $0.10 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,693133.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,664131.2K $0.04 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,641129.4K $0.04 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 1,640138.2K $0.01 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,579124.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,559122.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,556122.7K $0.00 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 1,531120.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,521128.2K $0.02 %0.01 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,491125.6K $0.04 %0.01 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 1,487125.3K $0.01 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,470115.9K $0.00 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 1,445113.9K $0.06 %0.01 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,399107.3K $0.10 %0.01 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,288101.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,26699.8K $0.05 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,21896K $0.08 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,18593.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 1,15390.9K $0.07 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,15197K $0.00 %0.01 %as of Apr 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,12788.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,12694.9K $0.04 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,11287.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,09392.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,09283.8K $0.00 %0.01 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 1,07290.3K $0.00 %0.01 %as of Apr 30, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 1,03086.8K $0.07 %0.01 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,02881K $0.04 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 98575.6K $0.01 %0.01 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 96476K $0.00 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 95975.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 92370.8K $0.03 %0.01 %as of Feb 28, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 89970.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 89675.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 88970.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 87767.3K $0.02 %0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 87667.2K $0.05 %0.01 %as of Feb 28, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 85867.6K $0.14 %0.01 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 85465.5K $0.00 %0.01 %as of Feb 28, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 83464K $0.02 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 83163.7K $0.02 %0.01 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 80467.8K $0.00 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 77159.1K $0.25 %0.01 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 75159.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 68452.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 67953.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 63049.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 61251.6K $0.07 %0.00 %as of Apr 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 60746.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 58745K $0.03 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 57348.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 51743.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 49038.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 47837.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 47236.2K $0.07 %0.00 %as of Feb 28, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 46439.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 45034.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 44234.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 43934.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 43636.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 40334K $0.00 %0.00 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 38430.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 35828.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 34327K $0.02 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 31825.1K $0.13 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 31624.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 31524.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 31124.5K $0.00 %0.00 %as of Mar 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
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