Titelia

Fund shareholders of Triumph Financial Inc

ISIN US89679E3009 · United States · LEI 5493003RNRMEVYDZ1Q52

Fund shareholders
258
Of which ETFs
61 197 other funds
Value held
≈ 821.8M $ 820.5M $ · 887.9K € · 2.7M SEK
Share of capital
45.3 % of 23.9M shares on Oct 19, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,361,750103.9M $0.09 %5.69 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 719,71354.9M $0.00 %3.01 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds 622,58947.3M $1.62 %2.60 %as of Jul 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 601,80945.9M $0.06 %2.52 %as of Jun 30, 2026 ↗
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 520,88539.7M $6.44 %2.18 %as of Jun 30, 2026 ↗
Small Cap Growth Fund American Century Mutual Funds, Inc. 403,65630.6M $0.55 %1.69 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 355,77827.1M $0.57 %1.49 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 259,91319.8M $0.02 %1.09 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 259,03019.8M $0.01 %1.08 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 252,60619.2M $0.06 %1.06 %as of Jul 31, 2026 ↗
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 211,03316.1M $5.23 %0.88 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 207,89615.9M $0.09 %0.87 %as of Jun 30, 2026 ↗
Thrivent Small-Mid Cap Equity ETF Thrivent ETF Trust 207,87815.9M $1.51 %0.87 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 206,78115.8M $1.55 %0.86 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 194,72214.9M $0.19 %0.81 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 188,91014.4M $0.97 %0.79 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 163,06512.4M $0.11 %0.68 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 148,75011.4M $0.02 %0.62 %as of Jun 30, 2026 ↗
DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds 131,28210M $1.59 %0.55 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 124,4939.5M $0.12 %0.52 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 118,4019M $0.05 %0.49 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 117,4448.4M $0.02 %0.49 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 117,0298.9M $0.18 %0.49 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 116,6668.3M $0.05 %0.49 %as of May 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 111,5968.5M $0.06 %0.47 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 109,1557.8M $0.03 %0.46 %as of May 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 108,5928.3M $0.05 %0.45 %as of Jun 30, 2026 ↗
Meridian Contrarian Fund Meridian Fund Inc 107,8368.2M $1.21 %0.45 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 105,6448M $0.04 %0.44 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 92,0567M $0.05 %0.38 %as of Jul 31, 2026 ↗
Hodges Fund NORTHERN LIGHTS FUND TRUST II 85,0006.5M $2.23 %0.36 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 78,3445.6M $0.09 %0.33 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 77,7635.9M $0.04 %0.33 %as of Jul 31, 2026 ↗
Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST 71,0505.4M $1.06 %0.30 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 70,3435.4M $0.21 %0.29 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 59,8424.5M $0.01 %0.25 %as of Jul 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 59,2984.2M $0.80 %0.25 %as of May 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 56,1654.3M $0.06 %0.23 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 55,8634M $0.04 %0.23 %as of May 31, 2026 ↗
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 55,3994.2M $0.45 %0.23 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 50,0213.8M $0.01 %0.21 %as of Jul 31, 2026 ↗
Columbia Select Small Cap Value Fund Columbia Funds Series Trust II 49,8993.6M $0.88 %0.21 %as of May 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 49,8663.8M $0.39 %0.21 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 49,6143.5M $0.19 %0.21 %as of May 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 49,4643.8M $0.23 %0.21 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 45,4733.2M $0.12 %0.19 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 43,2293.3M $0.06 %0.18 %as of Jun 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 42,7653.2M $0.09 %0.18 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 41,3482.9M $0.00 %0.17 %as of May 31, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 39,3823M $6.36 %0.16 %as of Jun 30, 2026 ↗
JNL Multi-Manager Alternative Fund JNL Series Trust 39,2413M $0.31 %0.16 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. 38,8083M $2.03 %0.16 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 36,4672.6M $0.02 %0.15 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 35,1952.7M $0.00 %0.15 %as of Jun 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 35,1822.7M $0.09 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 34,3572.4M $0.00 %0.14 %as of May 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 34,2592.6M $0.03 %0.14 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 34,1882.6M $0.01 %0.14 %as of Jul 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 33,7432.4M $0.09 %0.14 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 32,0772.4M $0.09 %0.13 %as of Jul 31, 2026 ↗
Small Cap Growth Fund VALIC Co I 31,7892.3M $0.42 %0.13 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 30,5282.3M $0.06 %0.13 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 30,1632.3M $0.04 %0.13 %as of Jul 31, 2026 ↗
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 28,1122.1M $0.83 %0.12 %as of Jun 30, 2026 ↗
Transamerica Small Cap Growth TRANSAMERICA FUNDS 26,2022M $2.46 %0.11 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 25,1251.9M $0.05 %0.11 %as of Jun 30, 2026 ↗
Hodges Small Intrinsic Value Fund NORTHERN LIGHTS FUND TRUST II 23,3601.8M $2.98 %0.10 %as of Jun 30, 2026 ↗
Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II 23,2131.8M $1.34 %0.10 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP GROWTH FUND Thrivent Mutual Funds 22,6061.7M $2.16 %0.09 %as of Jul 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 21,4581.6M $0.38 %0.09 %as of Jul 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 20,3231.6M $0.06 %0.08 %as of Jun 30, 2026 ↗
Sovereign's Capital Flourish Fund Elevation Series Trust 19,9551.5M $1.73 %0.08 %as of Jul 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 19,6951.5M $0.09 %0.08 %as of Jun 30, 2026 ↗
M Capital Appreciation Fund NORTHERN LIGHTS FUND TRUST II 19,1281.5M $0.46 %0.08 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 18,2321.4M $0.02 %0.08 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 17,9761.4M $0.00 %0.08 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 16,6971.3M $0.00 %0.07 %as of Jul 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 16,6621.3M $0.09 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,4001.3M $0.06 %0.07 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 16,1441.2M $0.06 %0.07 %as of Jun 30, 2026 ↗
Virtus KAR Global Small-Cap Fund Virtus Investment Trust 15,2271.2M $3.31 %0.06 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 15,0611.1M $0.05 %0.06 %as of Jul 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 15,0151.1M $0.09 %0.06 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 14,8511.1M $0.09 %0.06 %as of Jun 30, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 14,6901.1M $1.23 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 13,170938.4K $0.00 %0.06 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 12,774969.9K $0.00 %0.05 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 12,543952.4K $0.00 %0.05 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 12,541957K $0.39 %0.05 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 12,305939K $0.03 %0.05 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 12,300938.6K $0.05 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 12,253935K $0.00 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 11,710893.6K $0.05 %0.05 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 11,652884.7K $0.01 %0.05 %as of Jul 31, 2026 ↗
AMG Frontier Small Cap Growth Fund AMG Funds I 11,469870.8K $0.93 %0.05 %as of Jul 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 11,431868K $0.06 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 11,115848.2K $0.00 %0.05 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 11,076841K $0.02 %0.05 %as of Jul 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 11,070840.5K $0.06 %0.05 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 10,833826.7K $0.05 %0.05 %as of Jun 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
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 6.44 %as of Jun 30, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 6.36 %as of Jun 30, 2026 ↗
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 5.23 %as of Jun 30, 2026 ↗
GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / AZAGALA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 4.64 %as of Dec 31, 2025 ↗
Virtus KAR Global Small-Cap Fund Virtus Investment Trust 3.31 %as of Jun 30, 2026 ↗
Hodges Small Intrinsic Value Fund NORTHERN LIGHTS FUND TRUST II 2.98 %as of Jun 30, 2026 ↗
Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 2.72 %as of Jul 31, 2026 ↗
Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 2.51 %as of Jul 31, 2026 ↗
Transamerica Small Cap Growth TRANSAMERICA FUNDS 2.46 %as of Jul 31, 2026 ↗
Hodges Fund NORTHERN LIGHTS FUND TRUST II 2.23 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3254010,827,596-2.8 %
2026Q2254+511,134,786+1.3 %
2026Q1249-410,997,048-4.5 %
2025Q4253-711,515,012-2.0 %
2025Q3260+411,747,789-1.4 %
2025Q2256+511,917,091+3.4 %
2025Q1251-311,519,760-1.4 %
2024Q4254+511,684,494-1.0 %
2024Q3249-611,808,419+8.6 %
2024Q2255+110,877,337+1.4 %
2024Q1254-510,725,337+0.7 %
2023Q425910,649,361

Institutional managers

214 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.3,307,986197.4M $as of Mar 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,964,575117.2M $as of Mar 31, 2026
STATE STREET CORP1,452,11386.6M $as of Mar 31, 2026
AltraVue Capital, LLC1,431,71785.4M $as of Mar 31, 2026
Thrivent Financial for Lutherans1,339,37679.9K $as of Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC998,88859.6M $as of Mar 31, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC873,58452.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP832,14649.6M $as of Mar 31, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC763,21645.5M $as of Mar 31, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC644,77738.5M $as of Mar 31, 2026
CITADEL ADVISORS LLC615,60536.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC546,85932.6M $as of Mar 31, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC538,82732.1M $as of Mar 31, 2026
Ranger Investment Management, L.P.523,25131.2M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC478,45128.5M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/460,08827.4M $as of Mar 31, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV354,00221.1M $as of Mar 31, 2026
MORGAN STANLEY336,41320.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC291,20817.4M $as of Mar 31, 2026
UBS Group AG269,76516.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC268,29716M $as of Mar 31, 2026
NORTHERN TRUST CORP238,20014.2M $as of Mar 31, 2026
Luxor Capital Group, LP232,29913.9M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN194,94911.6M $as of Mar 31, 2026
PEREGRINE CAPITAL MANAGEMENT LLC179,92210.7M $as of Mar 31, 2026

Declared shareholders of Triumph Financial Inc

There are 2 beneficial ownership filings. 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
Kayne Anderson Rudnick Investment Management, LLC 6.00 %1,423,285as of Jun 30, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.01 %1,194,592as of Jun 30, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Triumph Financial Inc". https://titelia.com/en/stocks/triumph-financial-inc-US89679E3009