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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| New Covenant Growth Fund NEW COVENANT FUNDS | 822 | 62.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 811 | 61.9K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 809 | 61.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 777 | 55.4K $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 761 | 57.8K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| American Century Small Cap Growth Insights ETF American Century ETF Trust | 760 | 54.2K $ | 0.32 % | 0.00 % | as of May 31, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 709 | 50.5K $ | 0.10 % | 0.00 % | as of May 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 657 | 50.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 645 | 49K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 604 | 43K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 601 | 42.8K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 600 | 45.8K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 599 | 45.7K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 590 | 45K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 584 | 44.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 582 | 41.5K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 562 | 42.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 554 | 42.3K $ | 0.95 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 513 | 39.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 475 | 36.2K $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 440 | 33.4K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 400 | 30.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 393 | 29.8K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 385 | 29.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 342 | 26.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 309 | 23.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 298 | 22.6K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 271 | 19.3K $ | 0.07 % | 0.00 % | as of May 31, 2026 ↗ |
| TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust | 236 | 18K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 214 | 16.2K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 212 | 15.1K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 186 | 14.1K $ | 0.18 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 161 | 12.2K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 160 | 12.1K $ | 0.11 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 132 | 10.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 132 | 10.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 129 | 9.8K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 124 | 9.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Small Cap Value ETF Fidelity Covington Trust | 120 | 9.2K $ | 0.14 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 103 | 7.3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 95 | 7.2K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II | 95 | 7.2K $ | 1.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 90 | 6.8K $ | 0.06 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Enhanced Small Cap Growth ETF Fidelity Covington Trust | 81 | 6.2K $ | 0.11 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 80 | 6.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Texas Equity ETF iShares Trust | 63 | 4.8K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 62 | 4.7K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 57 | 4.3K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 34 | 2.6K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 21 | 1.5K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 20 | 1.5K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 7 | 534.2 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 7 | 531.5 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 7 | 498.8 $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 1 | 75.9 $ | 0.00 % | 0.00 % | as of Jul 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 | 6.44 % | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 254 | 0 | 10,827,596 | -2.8 % |
| 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 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Kayne Anderson Rudnick Investment Management, LLC | 6.00 % | 1,423,285 | as of Jun 30, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.01 % | 1,194,592 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Triumph Financial Inc". https://titelia.com/en/stocks/triumph-financial-inc-US89679E3009