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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 875 | 52.2K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 855 | 47.8K $ | 0.09 % | 0.00 % | as of Feb 28, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 822 | 49K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 809 | 48.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 777 | 43.4K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 775 | 46.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 690 | 41.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 679 | 46K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 676 | 40.3K $ | 1.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 657 | 39.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 632 | 42.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 619 | 36.9K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 600 | 35.8K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 582 | 32.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 570 | 34K $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 550 | 37.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 542 | 32.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 538 | 32.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 535 | 31.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 513 | 30.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 510 | 28.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| American Century Small Cap Growth Insights ETF American Century ETF Trust | 448 | 25K $ | 0.28 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 434 | 29.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 401 | 27.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 400 | 23.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 385 | 23K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 318 | 17.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 283 | 16.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 256 | 17.3K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust | 256 | 15.3K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 247 | 13.8K $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 214 | 14.5K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 175 | 10.4K $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 154 | 10.4K $ | 0.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 140 | 9.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 132 | 7.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 132 | 7.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 122 | 8.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 120 | 8.1K $ | 0.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 114 | 6.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 103 | 5.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 84 | 5.7K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 76 | 4.5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Texas Equity ETF iShares Trust | 62 | 3.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 57 | 3.4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 53 | 3.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 50 | 3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 41 | 2.8K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 31 | 1.8K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 23 | 1.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 7 | 473.8 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 7 | 391 $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 6 | 358 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 3 | 203 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 3 | 179 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. | 448.2K € | 0.47 % | as of Dec 31, 2025 ↗ | ||
| GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / AZAGALA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 399.9K € | 4.64 % | as of Dec 31, 2025 ↗ | ||
| GESCONSULT RENTA VARIABLE EUROZONA, FI GESCONSULT, S.A., S.G.I.I.C. | 39.8K € | 1.02 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 254 | +5 | 11,134,786 | +1.3 % |
| 2026Q1 | 249 | -4 | 10,997,048 | -4.5 % |
| 2025Q4 | 253 | -7 | 11,515,012 | -2.0 % |
| 2025Q3 | 260 | +4 | 11,747,789 | -1.4 % |
| 2025Q2 | 256 | +5 | 11,917,091 | +3.4 % |
| 2025Q1 | 251 | -3 | 11,519,760 | -1.4 % |
| 2024Q4 | 254 | +5 | 11,684,494 | -1.0 % |
| 2024Q3 | 249 | -6 | 11,808,419 | +8.6 % |
| 2024Q2 | 255 | +1 | 10,877,337 | +1.4 % |
| 2024Q1 | 254 | -5 | 10,725,337 | +0.7 % |
| 2023Q4 | 259 | 10,649,361 |
Institutional managers
214 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
| Thrivent Financial for Lutherans | 1,339,376 | 79.9K $ | 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 |
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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| STATE STREET CORPORATION | 6.10 % | 1,452,113 | as 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