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
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 10,531799.6K $0.09 %0.04 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 10,098719.5K $0.04 %0.04 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,795697.9K $0.05 %0.04 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,666688.7K $0.04 %0.04 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,182697.2K $0.01 %0.04 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 9,000686.8K $0.03 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 8,971639.2K $0.05 %0.04 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 8,355634.4K $0.02 %0.03 %as of Jul 31, 2026 ↗
DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I 8,221627.3K $0.78 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 8,021612.1K $0.02 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 7,638582.9K $0.05 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 7,617581.3K $0.05 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 7,546575.8K $0.09 %0.03 %as of Jun 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 7,539575.3K $0.09 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 6,933526.4K $0.00 %0.03 %as of Jul 31, 2026 ↗
DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II 6,920528.1K $0.55 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,871521.7K $0.01 %0.03 %as of Jul 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 6,648504.8K $0.02 %0.03 %as of Jul 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 6,645507.1K $0.06 %0.03 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 6,415487.1K $0.00 %0.03 %as of Jul 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 5,996455.3K $0.07 %0.03 %as of Jul 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 5,980454.1K $0.02 %0.02 %as of Jul 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 5,922451.9K $0.10 %0.02 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 5,832445K $0.00 %0.02 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 5,652431.3K $0.00 %0.02 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 5,516418.8K $0.02 %0.02 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 5,400384.8K $0.00 %0.02 %as of May 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 5,285403.3K $1.59 %0.02 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,237397.6K $0.04 %0.02 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 5,118390.6K $0.06 %0.02 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 5,068361.1K $0.00 %0.02 %as of May 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,897373.7K $0.01 %0.02 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 4,7002.7M SEK0.01 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 4,650354.8K $0.05 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,543346.7K $0.04 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,365333.1K $0.03 %0.02 %as of Jun 30, 2026 ↗
Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 4,175317K $2.72 %0.02 %as of Jul 31, 2026 ↗
Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 4,053307.7K $2.51 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 4,011304.6K $0.02 %0.02 %as of Jul 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 3,977303.5K $0.01 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 3,842293.2K $0.00 %0.02 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,826290.5K $0.05 %0.02 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 3,659277.8K $0.03 %0.02 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,600256.5K $0.02 %0.02 %as of May 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,570272.4K $0.05 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,488266.2K $0.05 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,429260.4K $0.06 %0.01 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 3,389241.5K $0.10 %0.01 %as of May 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,119238K $0.06 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,047231.4K $0.01 %0.01 %as of Jul 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 2,953225.3K $0.06 %0.01 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 2,945224.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 2,812214.6K $0.27 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,804214K $0.05 %0.01 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 2,770197.4K $0.03 %0.01 %as of May 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,613198.4K $0.06 %0.01 %as of Jul 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 2,590197.6K $0.09 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,588196.5K $0.02 %0.01 %as of Jul 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 2,565195.7K $0.08 %0.01 %as of Jun 30, 2026 ↗
Small Company Growth Portfolio Wilshire Mutual Funds Inc 2,536193.5K $0.75 %0.01 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 2,487188.8K $0.02 %0.01 %as of Jul 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,441186.3K $0.05 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 2,416183.4K $0.03 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,278173K $0.01 %0.01 %as of Jul 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 2,210167.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,202168K $0.10 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,099160.2K $0.05 %0.01 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,046155.4K $0.06 %0.01 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 1,926147K $0.00 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,868142.5K $0.02 %0.01 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,849141.1K $0.05 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,836139.4K $0.03 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,774126.4K $0.00 %0.01 %as of May 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,751133.6K $0.03 %0.01 %as of Jun 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 1,749133.5K $0.03 %0.01 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,728131.2K $0.14 %0.01 %as of Jul 31, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,720131.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,588121.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,562119.2K $0.05 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,528116K $0.01 %0.01 %as of Jul 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 1,521115.5K $0.03 %0.01 %as of Jul 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 1,36397.1K $0.01 %0.01 %as of May 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 1,35496.5K $0.39 %0.01 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,337102K $0.01 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,335101.4K $0.00 %0.01 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 1,30999.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,20191.6K $0.02 %0.01 %as of Jun 30, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,13086.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,06776K $0.04 %0.00 %as of May 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,05680.6K $0.06 %0.00 %as of Jun 30, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 1,05580.5K $0.05 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,01376.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,00376.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,00076.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 99975.9K $0.00 %0.00 %as of Jul 31, 2026 ↗
BANKS ULTRASECTOR PROFUND ProFunds 95172.2K $0.71 %0.00 %as of Jul 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 91665.3K $0.01 %0.00 %as of May 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 87566.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 84460.1K $0.02 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 83659.6K $0.02 %0.00 %as of May 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
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