Funds holding Triumph Financial Inc
258 funds declare a position · 59 ETFs and 199 other funds · 683M $· 2.7M SEK· 887.9K € · US89679E3009
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 1,356,134 | 80.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 2 | Virtus KAR Small-Cap Growth Fund Virtus Equity Trust | 861,659 | 51.4M $ | 6.23 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 707,913 | 42.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 4 | THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds | 630,435 | 42.7M $ | 1.46 % | as of Apr 30, 2026 · Original filing |
| 5 | iShares Russell 2000 ETF iShares Trust | 555,181 | 33.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 6 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 350,411 | 20.9M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 7 | Small Cap Growth Fund American Century Mutual Funds, Inc. | 325,561 | 22M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 8 | THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 261,651 | 15.6M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| 9 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 259,505 | 15.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 10 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 251,314 | 15M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 11 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 224,295 | 15.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 12 | State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 223,215 | 13.3M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| 13 | iShares S&P Small-Cap 600 Value ETF iShares Trust | 221,349 | 13.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 14 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 208,593 | 14.1M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 15 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 208,056 | 12.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 16 | DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds | 203,797 | 12.2M $ | 1.52 % | as of Mar 31, 2026 · Original filing |
| 17 | DIAMOND HILL SMALL CAP FUND Diamond Hill Funds | 184,932 | 11M $ | 4.78 % | as of Mar 31, 2026 · Original filing |
| 18 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 163,065 | 9.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 19 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 147,441 | 8.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 20 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 124,493 | 8.4M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 21 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 118,401 | 8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 22 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 118,081 | 6.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 23 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 117,589 | 7M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 24 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 112,499 | 6.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 25 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 109,236 | 6.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 26 | Meridian Contrarian Fund Meridian Fund Inc | 107,836 | 6.4M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| 27 | iShares Russell 2000 Value ETF iShares Trust | 106,968 | 6.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 28 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 105,644 | 7.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 29 | JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 89,538 | 5.3M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 30 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 89,440 | 6.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 31 | iShares Russell 2000 Growth ETF iShares Trust | 84,828 | 5.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 32 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 77,562 | 4.3M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 33 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 77,198 | 5.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 34 | JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 77,043 | 4.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 35 | Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 75,695 | 5.1M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| 36 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 59,598 | 3.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 37 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 57,769 | 3.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 38 | Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 57,523 | 3.4M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 39 | Column Small Cap Fund Trust for Professional Managers | 56,098 | 3.1M $ | 0.61 % | as of Feb 28, 2026 · Original filing |
| 40 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 51,772 | 3.5M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 41 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 50,021 | 3.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 42 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 49,793 | 3.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 43 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 49,659 | 2.8M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 44 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 49,464 | 3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 45 | JNL Multi-Manager Alternative Fund JNL Series Trust | 47,417 | 2.8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 46 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 42,809 | 2.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 47 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 41,348 | 2.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 48 | Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust | 41,242 | 2.5M $ | 5.45 % | as of Mar 31, 2026 · Original filing |
| 49 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 39,345 | 2.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 50 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 37,598 | 2.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 51 | THRIVENT SMALL CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. | 36,386 | 2.2M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| 52 | Master Small Cap Index Series Quantitative Master Series LLC | 36,355 | 2.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 53 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 35,933 | 2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 54 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 35,097 | 2.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 55 | JNL Small Cap Index Fund JNL Series Trust | 34,668 | 2.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 56 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 34,379 | 2.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 57 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 34,188 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 58 | Small Cap Growth Fund VALIC Co I | 33,779 | 1.9M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 59 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 33,615 | 1.9M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 60 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 31,594 | 1.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 61 | Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | 30,630 | 1.8M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| 62 | Columbia Select Small Cap Value Fund Columbia Funds Series Trust II | 30,548 | 1.7M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| 63 | Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 29,933 | 2M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 64 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 27,539 | 1.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 65 | Transamerica Small Cap Growth TRANSAMERICA FUNDS | 26,227 | 1.8M $ | 2.25 % | as of Apr 30, 2026 · Original filing |
| 66 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 26,156 | 1.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 67 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 24,031 | 1.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 68 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 23,609 | 1.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 69 | Sovereign's Capital Flourish Fund Elevation Series Trust | 22,685 | 1.5M $ | 1.63 % | as of Apr 30, 2026 · Original filing |
| 70 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 22,440 | 1.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 71 | Hodges Small Intrinsic Value Fund NORTHERN LIGHTS FUND TRUST II | 21,360 | 1.3M $ | 2.50 % | as of Mar 31, 2026 · Original filing |
| 72 | DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 20,961 | 1.4M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| 73 | THRIVENT SMALL CAP GROWTH FUND Thrivent Mutual Funds | 20,961 | 1.4M $ | 1.85 % | as of Apr 30, 2026 · Original filing |
| 74 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 19,695 | 1.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 75 | M Capital Appreciation Fund M FUND INC | 19,315 | 1.2M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 76 | Nuveen Equity Index Fund TIAA-CREF Funds | 17,976 | 1.2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 77 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 17,767 | 1.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 78 | Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II | 16,847 | 1M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| 79 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 16,697 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 80 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 16,433 | 980.4K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 81 | Virtus KAR Global Small-Cap Fund Virtus Investment Trust | 16,413 | 979.2K $ | 2.86 % | as of Mar 31, 2026 · Original filing |
| 82 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 15,600 | 930.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 83 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 15,374 | 917.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 84 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 15,088 | 900.2K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 85 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 14,800 | 1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 86 | Acuitas Small Cap Active ETF Series Portfolios Trust | 14,690 | 876.4K $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| 87 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 13,170 | 735.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 88 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 12,791 | 763.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 89 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 12,774 | 864.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 90 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 12,541 | 748.2K $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 91 | Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 12,305 | 734.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 92 | EQ/Small Company Index Portfolio EQ Advisors Trust | 12,300 | 733.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 93 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 11,763 | 796.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 94 | First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 11,604 | 785.4K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 95 | AMG Frontier Small Cap Growth Fund AMG Funds I | 11,570 | 783.1K $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| 96 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 11,231 | 760.1K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 97 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 10,873 | 735.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 98 | Small Cap Index Fund Northern Funds | 10,742 | 640.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 99 | THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 10,051 | 680.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 100 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 10,029 | 598.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
214 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. | 3,307,986 | 197.4M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,964,575 | 117.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,452,113 | 86.6M $ | as of Mar 31, 2026 |
| AltraVue Capital, LLC | 1,431,717 | 85.4M $ | as of Mar 31, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 998,888 | 59.6M $ | as of Mar 31, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 873,584 | 52.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 832,146 | 49.6M $ | as of Mar 31, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 763,216 | 45.5M $ | as of Mar 31, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 644,777 | 38.5M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 615,605 | 36.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 546,859 | 32.6M $ | as of Mar 31, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 538,827 | 32.1M $ | as of Mar 31, 2026 |
| Ranger Investment Management, L.P. | 523,251 | 31.2M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 478,451 | 28.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 460,088 | 27.4M $ | as of Mar 31, 2026 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 354,002 | 21.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 336,413 | 20.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 291,208 | 17.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 269,765 | 16.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 268,297 | 16M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 238,200 | 14.2M $ | as of Mar 31, 2026 |
| Luxor Capital Group, LP | 232,299 | 13.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 194,949 | 11.6M $ | as of Mar 31, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 179,922 | 10.7M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 173,645 | 10.4M $ | as of Mar 31, 2026 |