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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 307 | 24.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 306 | 24.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 304 | 25.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 301 | 23.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 229 | 18.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 209 | 17.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 169 | 14.2K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 152 | 12.8K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 139 | 10.7K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 131 | 10.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 100 | 7.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 98 | 7.7K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 90 | 7.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 86 | 7.2K $ | 0.12 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 74 | 6.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 69 | 5.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 66 | 5.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 65 | 5.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 65 | 5.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 60 | 5.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 45 | 3.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 39 | 3.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 34 | 2.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 31 | 2.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 25 | 2.1K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 18 | 1.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 15 | 1.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 14 | 1.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 6 | 505.6 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 4 | 315.4 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 4 | 306.8 $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 231 | +8 | 4,857,838 | +3.0 % |
| 2026Q1 | 223 | -6 | 4,714,135 | +0.1 % |
| 2025Q4 | 229 | +2 | 4,709,274 | -2.0 % |
| 2025Q3 | 227 | +9 | 4,804,939 | +1.5 % |
| 2025Q2 | 218 | +19 | 4,732,402 | +0.7 % |
| 2025Q1 | 199 | +7 | 4,698,244 | +0.0 % |
| 2024Q4 | 192 | +4 | 4,696,672 | -0.4 % |
| 2024Q3 | 188 | -3 | 4,715,429 | -1.3 % |
| 2024Q2 | 191 | +10 | 4,777,917 | +0.4 % |
| 2024Q1 | 181 | -9 | 4,760,655 | +1.7 % |
| 2023Q4 | 190 | 4,679,795 |
Institutional managers
198 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
| JPMORGAN CHASE & CO | 45,895 | 3.5M $ | as of Mar 31, 2026 |
| Public Sector Pension Investment Board | 45,194 | 3.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 44,251 | 3.5M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 5.26 % | 759,185 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
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