Titelia

Fund shareholders of Triumph Financial Inc

ISIN US89679E3009 · United States · LEI 5493003RNRMEVYDZ1Q52

Fund shareholders
258
Of which ETFs
59 199 other funds
Value held
683M $ 887.9K € · 2.7M SEK
Share of capital
46.6 % of 23.9M shares on Jul 17, 2026
FundSharesValueWeight in fundShare of capital
Global X Russell 2000 ETF GLOBAL X FUNDS 9,804663.5K $0.05 %0.04 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,375523.7K $0.04 %0.04 %as of Feb 28, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,182621.4K $0.01 %0.04 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,174512.5K $0.05 %0.04 %as of Feb 28, 2026
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 9,043505.1K $0.03 %0.04 %as of Feb 28, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 9,000536.9K $0.03 %0.04 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 8,943499.6K $0.04 %0.04 %as of Feb 28, 2026
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 8,503575.5K $0.09 %0.04 %as of Apr 30, 2026
DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I 8,390500.5K $0.71 %0.04 %as of Mar 31, 2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 8,324563.4K $0.08 %0.03 %as of Apr 30, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 8,142551.1K $0.00 %0.03 %as of Apr 30, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,933536.9K $0.02 %0.03 %as of Apr 30, 2026
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 7,929473K $0.09 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,921472.6K $0.02 %0.03 %as of Mar 31, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 7,794465K $0.04 %0.03 %as of Mar 31, 2026
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 7,734461.4K $0.09 %0.03 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 7,302435.6K $0.05 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 7,169427.7K $0.04 %0.03 %as of Mar 31, 2026
Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 7,153484.1K $2.24 %0.03 %as of Apr 30, 2026
DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II 6,920412.8K $0.50 %0.03 %as of Mar 31, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,871465K $0.01 %0.03 %as of Apr 30, 2026
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 6,648449.9K $0.02 %0.03 %as of Apr 30, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 6,415434.2K $0.00 %0.03 %as of Apr 30, 2026
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 6,210370.5K $0.09 %0.03 %as of Mar 31, 2026
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 6,086363.1K $0.01 %0.03 %as of Mar 31, 2026
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 6,070410.8K $0.02 %0.03 %as of Apr 30, 2026
iShares Russell 3000 ETF iShares Trust 5,874350.4K $0.00 %0.02 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,801346.1K $0.05 %0.02 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 5,652337.2K $0.00 %0.02 %as of Mar 31, 2026
Avantis U.S. Equity ETF American Century ETF Trust 5,400301.6K $0.00 %0.02 %as of Feb 28, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,237354.4K $0.04 %0.02 %as of Apr 30, 2026
Small Company Value Portfolio Wilshire Mutual Funds Inc 5,035300.4K $1.33 %0.02 %as of Mar 31, 2026
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 4,956335.4K $0.01 %0.02 %as of Apr 30, 2026
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 4,727264.1K $0.00 %0.02 %as of Feb 28, 2026
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 4,7002.7M SEK0.01 %0.02 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,486267.6K $0.05 %0.02 %as of Mar 31, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,365260.4K $0.03 %0.02 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,204250.8K $0.03 %0.02 %as of Mar 31, 2026
Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 4,175282.6K $2.44 %0.02 %as of Apr 30, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 4,129246.3K $0.04 %0.02 %as of Mar 31, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,826258.9K $0.04 %0.02 %as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 3,802226.8K $0.00 %0.02 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,600201.1K $0.02 %0.02 %as of Feb 28, 2026
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 3,591214.2K $0.01 %0.02 %as of Mar 31, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,428232K $0.06 %0.01 %as of Apr 30, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,409230.7K $0.02 %0.01 %as of Apr 30, 2026
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 3,293183.9K $0.08 %0.01 %as of Feb 28, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,169189.1K $0.05 %0.01 %as of Mar 31, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,047206.2K $0.01 %0.01 %as of Apr 30, 2026
AQR Small Cap Momentum Style Fund AQR Funds 2,953176.2K $0.11 %0.01 %as of Mar 31, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 2,945175.7K $0.01 %0.01 %as of Mar 31, 2026
iShares Morningstar Small-Cap Growth ETF iShares Trust 2,859193.5K $0.02 %0.01 %as of Apr 30, 2026
Avantis Total Equity Markets ETF American Century ETF Trust 2,770154.7K $0.02 %0.01 %as of Feb 28, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 2,766187.2K $0.03 %0.01 %as of Apr 30, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,720162.3K $0.05 %0.01 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,684160.1K $0.04 %0.01 %as of Mar 31, 2026
Small Company Growth Portfolio Wilshire Mutual Funds Inc 2,640157.5K $0.73 %0.01 %as of Mar 31, 2026
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 2,587154.3K $0.09 %0.01 %as of Mar 31, 2026
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 2,565153K $0.08 %0.01 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 2,561173.3K $0.02 %0.01 %as of Apr 30, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,526150.7K $0.05 %0.01 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,464166.8K $0.05 %0.01 %as of Apr 30, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,441145.6K $0.05 %0.01 %as of Mar 31, 2026
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 2,291155.1K $0.01 %0.01 %as of Apr 30, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,238151.5K $0.01 %0.01 %as of Apr 30, 2026
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 2,106142.5K $0.01 %0.01 %as of Apr 30, 2026
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,065123.2K $0.10 %0.01 %as of Mar 31, 2026
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 2,036121.5K $0.01 %0.01 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 1,926114.9K $0.00 %0.01 %as of Mar 31, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,897113.2K $0.04 %0.01 %as of Mar 31, 2026
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,882112.3K $0.03 %0.01 %as of Mar 31, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,847110.2K $0.03 %0.01 %as of Mar 31, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,822123.3K $0.05 %0.01 %as of Apr 30, 2026
iShares MSCI World Small-Cap ETF iShares Trust 1,811101.2K $0.01 %0.01 %as of Feb 28, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,77499.1K $0.00 %0.01 %as of Feb 28, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,763105.2K $0.05 %0.01 %as of Mar 31, 2026
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,759119K $0.03 %0.01 %as of Apr 30, 2026
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,58894.7K $0.01 %0.01 %as of Mar 31, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,58494.5K $0.00 %0.01 %as of Mar 31, 2026
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,548104.8K $0.14 %0.01 %as of Apr 30, 2026
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,52090.7K $0.02 %0.01 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,49683.6K $0.03 %0.01 %as of Feb 28, 2026
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 1,48688.7K $0.18 %0.01 %as of Mar 31, 2026
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,46587.4K $0.05 %0.01 %as of Mar 31, 2026
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 1,43697.2K $0.02 %0.01 %as of Apr 30, 2026
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 1,42585K $0.02 %0.01 %as of Mar 31, 2026
ProShares Ultra Russell2000 ProShares Trust 1,40778.6K $0.03 %0.01 %as of Feb 28, 2026
ProShares UltraPro Russell2000 ProShares Trust 1,40178.3K $0.02 %0.01 %as of Feb 28, 2026
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 1,37376.7K $0.32 %0.01 %as of Feb 28, 2026
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,33879.8K $0.01 %0.01 %as of Mar 31, 2026
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,33779.8K $0.01 %0.01 %as of Mar 31, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,33590.4K $0.00 %0.01 %as of Apr 30, 2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,32489.6K $0.00 %0.01 %as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 1,15669K $0.00 %0.00 %as of Mar 31, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,05663K $0.05 %0.00 %as of Mar 31, 2026
BANKS ULTRASECTOR PROFUND ProFunds 1,01668.8K $0.87 %0.00 %as of Apr 30, 2026
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,00059.7K $0.00 %0.00 %as of Mar 31, 2026
ProShares Russell 2000 High Income ETF ProShares Trust 98354.9K $0.04 %0.00 %as of Feb 28, 2026
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 97254.3K $0.01 %0.00 %as of Feb 28, 2026
iShares Morningstar Small-Cap ETF iShares Trust 93163K $0.02 %0.00 %as of Apr 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 6.23 %as of Mar 31, 2026
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 5.45 %as of Mar 31, 2026
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 4.78 %as of Mar 31, 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 2.86 %as of Mar 31, 2026
Hodges Small Intrinsic Value Fund NORTHERN LIGHTS FUND TRUST II 2.50 %as of Mar 31, 2026
Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 2.44 %as of Apr 30, 2026
Transamerica Small Cap Growth TRANSAMERICA FUNDS 2.25 %as of Apr 30, 2026
Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 2.24 %as of Apr 30, 2026
THRIVENT SMALL CAP GROWTH FUND Thrivent Mutual Funds 1.85 %as of Apr 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
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 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.

ShareholderDeclared stakeShares
STATE STREET CORPORATION 6.10 %1,452,113as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Triumph Financial Inc". https://titelia.com/en/stocks/triumph-financial-inc-US89679E3009