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 | |
|---|---|---|---|---|---|
| 101 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 4,129 | 325.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 102 | Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 3,893 | 306.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 103 | AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 3,790 | 298.8K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 104 | NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 3,676 | 289.8K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 105 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 3,657 | 308.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 106 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 3,605 | 276.5K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 107 | Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 3,540 | 279.1K $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 108 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,492 | 294.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 109 | iShares Russell 3000 ETF iShares Trust | 3,462 | 272.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 110 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,448 | 271.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 111 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 3,406 | 287K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 112 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,238 | 272.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 113 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,015 | 254.1K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 114 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,772 | 218.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 115 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 2,639 | 208.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 116 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,621 | 206.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 117 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 2,574 | 202.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 118 | Small Company Fund American Century Quantitative Equity Funds, Inc. | 2,557 | 201.6K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 119 | Small Cap Index Trust John Hancock Variable Insurance Trust | 2,488 | 196.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 120 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,422 | 185.8K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 121 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,305 | 176.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 122 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,122 | 178.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 123 | AST Small-Cap Equity Portfolio Advanced Series Trust | 2,059 | 162.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 124 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,048 | 161.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 125 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,047 | 172.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 126 | Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 1,960 | 150.4K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 127 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,915 | 161.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 128 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 1,909 | 150.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 129 | iShares Morningstar Small-Cap Value ETF iShares Trust | 1,886 | 158.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 130 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,862 | 146.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 131 | Venerable US Small Cap Fund Venerable Variable Insurance Trust | 1,804 | 142.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 132 | First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 1,714 | 144.4K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 133 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,693 | 133.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 134 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,664 | 131.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 135 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,641 | 129.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 136 | Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 1,640 | 138.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 137 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,579 | 124.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 138 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,559 | 122.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 139 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,556 | 122.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 140 | Small Cap Core Fund Northern Funds | 1,531 | 120.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 141 | Victory Extended Market Index Fund Victory Portfolios III | 1,521 | 128.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 142 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,491 | 125.6K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 143 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 1,487 | 125.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 144 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,470 | 115.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 145 | MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 1,445 | 113.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 146 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 1,399 | 107.3K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 147 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,288 | 101.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 148 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,266 | 99.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 149 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,218 | 96K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 150 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,185 | 93.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 151 | iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 1,153 | 90.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 152 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,151 | 97K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 153 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,127 | 88.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 154 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,126 | 94.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 155 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,112 | 87.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 156 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,093 | 92.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 157 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,092 | 83.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 158 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,072 | 90.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 159 | Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 1,030 | 86.8K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 160 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,028 | 81K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 161 | iShares MSCI World Small-Cap ETF iShares Trust | 985 | 75.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 162 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 964 | 76K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 163 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 959 | 75.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 164 | VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 923 | 70.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 165 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 899 | 70.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 166 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 896 | 75.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 167 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 889 | 70.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 168 | Adasina Social Justice All Cap Global ETF Tidal Trust I | 877 | 67.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 169 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 876 | 67.2K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 170 | Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 858 | 67.6K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 171 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 854 | 65.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 172 | ProShares Ultra Russell2000 ProShares Trust | 834 | 64K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 173 | ProShares UltraPro Russell2000 ProShares Trust | 831 | 63.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 174 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 804 | 67.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 175 | Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 771 | 59.1K $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 176 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 751 | 59.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 177 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 684 | 52.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 178 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 679 | 53.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 179 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 630 | 49.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 180 | Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 612 | 51.6K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 181 | Column Small Cap Fund Trust for Professional Managers | 607 | 46.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 182 | ProShares Russell 2000 High Income ETF ProShares Trust | 587 | 45K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 183 | iShares Morningstar Small-Cap ETF iShares Trust | 573 | 48.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 184 | THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 517 | 43.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 185 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 490 | 38.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 186 | Clearwater Select Equity Fund Clearwater Investment Trust | 478 | 37.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 187 | S&P SmallCap Index Fund SHELTON FUNDS | 472 | 36.2K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 188 | THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 464 | 39.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 189 | Longview Advantage ETF RBB Fund Trust | 450 | 34.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 190 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 442 | 34.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 191 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 439 | 34.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 192 | SmallCap Value Fund II Principal Funds, Inc | 436 | 36.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 193 | Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 403 | 34K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 194 | THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 384 | 30.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 195 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 358 | 28.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 196 | SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 343 | 27K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 197 | PROFUND VP SMALLCAP VALUE ProFunds | 318 | 25.1K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 198 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 316 | 24.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 199 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 315 | 24.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 200 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 311 | 24.5K $ | 0.00 % | as of Mar 31, 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 |