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 | |
|---|---|---|---|---|---|
| 101 | Global X Russell 2000 ETF GLOBAL X FUNDS | 9,804 | 663.5K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 102 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,375 | 523.7K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 103 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,182 | 621.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 104 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,174 | 512.5K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 105 | Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 9,043 | 505.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 106 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 9,000 | 536.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 107 | Small Cap Index Fund VALIC Co I | 8,943 | 499.6K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 108 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 8,503 | 575.5K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 109 | DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I | 8,390 | 500.5K $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 110 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 8,324 | 563.4K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 111 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 8,142 | 551.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 112 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 7,933 | 536.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 113 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 7,929 | 473K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 114 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 7,921 | 472.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 115 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 7,794 | 465K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 116 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 7,734 | 461.4K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 117 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 7,302 | 435.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 118 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 7,169 | 427.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 119 | Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 7,153 | 484.1K $ | 2.24 % | as of Apr 30, 2026 · Original filing |
| 120 | DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II | 6,920 | 412.8K $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 121 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,871 | 465K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 122 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 6,648 | 449.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 123 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 6,415 | 434.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 124 | AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 6,210 | 370.5K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 125 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 6,086 | 363.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 126 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 6,070 | 410.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 127 | iShares Russell 3000 ETF iShares Trust | 5,874 | 350.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 128 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 5,801 | 346.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 129 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,652 | 337.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 130 | Avantis U.S. Equity ETF American Century ETF Trust | 5,400 | 301.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 131 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,237 | 354.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 132 | Small Company Value Portfolio Wilshire Mutual Funds Inc | 5,035 | 300.4K $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| 133 | THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 4,956 | 335.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 134 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 4,727 | 264.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 135 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 4,700 | 2.7M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 136 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 4,486 | 267.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 137 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,365 | 260.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 138 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 4,204 | 250.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 139 | Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 4,175 | 282.6K $ | 2.44 % | as of Apr 30, 2026 · Original filing |
| 140 | Small Cap Index Trust John Hancock Variable Insurance Trust | 4,129 | 246.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 141 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,826 | 258.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 142 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 3,802 | 226.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 143 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,600 | 201.1K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 144 | THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 3,591 | 214.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 145 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 3,428 | 232K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 146 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,409 | 230.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 147 | Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 3,293 | 183.9K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 148 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,169 | 189.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 149 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,047 | 206.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 150 | AQR Small Cap Momentum Style Fund AQR Funds | 2,953 | 176.2K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 151 | AST Small-Cap Equity Portfolio Advanced Series Trust | 2,945 | 175.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 152 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 2,859 | 193.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 153 | Avantis Total Equity Markets ETF American Century ETF Trust | 2,770 | 154.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 154 | iShares Morningstar Small-Cap Value ETF iShares Trust | 2,766 | 187.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 155 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,720 | 162.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 156 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,684 | 160.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 157 | Small Company Growth Portfolio Wilshire Mutual Funds Inc | 2,640 | 157.5K $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 158 | MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 2,587 | 154.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 159 | PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 2,565 | 153K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 160 | Victory Extended Market Index Fund Victory Portfolios III | 2,561 | 173.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 161 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,526 | 150.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 162 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,464 | 166.8K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 163 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,441 | 145.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 164 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 2,291 | 155.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 165 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 2,238 | 151.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 166 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 2,106 | 142.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 167 | iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 2,065 | 123.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 168 | THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 2,036 | 121.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 169 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 1,926 | 114.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 170 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,897 | 113.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 171 | THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,882 | 112.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 172 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,847 | 110.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 173 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,822 | 123.3K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 174 | iShares MSCI World Small-Cap ETF iShares Trust | 1,811 | 101.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 175 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,774 | 99.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 176 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,763 | 105.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 177 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,759 | 119K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 178 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,588 | 94.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 179 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,584 | 94.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 180 | Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,548 | 104.8K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 181 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,520 | 90.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 182 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,496 | 83.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 183 | Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 1,486 | 88.7K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 184 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,465 | 87.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 185 | THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 1,436 | 97.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 186 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,425 | 85K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 187 | ProShares Ultra Russell2000 ProShares Trust | 1,407 | 78.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 188 | ProShares UltraPro Russell2000 ProShares Trust | 1,401 | 78.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 189 | Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 1,373 | 76.7K $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| 190 | THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,338 | 79.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 191 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,337 | 79.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 192 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,335 | 90.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 193 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,324 | 89.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 194 | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 1,156 | 69K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 195 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,056 | 63K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 196 | BANKS ULTRASECTOR PROFUND ProFunds | 1,016 | 68.8K $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| 197 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,000 | 59.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 198 | ProShares Russell 2000 High Income ETF ProShares Trust | 983 | 54.9K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 199 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 972 | 54.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 200 | iShares Morningstar Small-Cap ETF iShares Trust | 931 | 63K $ | 0.02 % | as of Apr 30, 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 |