Titelia

Fund shareholders of Webster Financial Corp

ISIN US9478901096 · United States · LEI KMRURHT0VWKYS6Z5KU67

Fund shareholders
329
Of which ETFs
102 227 other funds
Value held
≈ 3.5B $ 3.5B $ · 34.9M SEK
Share of capital
28.2 % of 162M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 5,544,868423.7M $0.34 %3.42 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 5,139,228392.7M $0.02 %3.17 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 3,712,327283.7M $0.15 %2.29 %as of Jun 30, 2026 ↗
Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) 2,463,735190.2M $1.71 %1.52 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 2,353,881179.9M $0.27 %1.45 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,858,153142M $0.15 %1.15 %as of Jun 30, 2026 ↗
The Merger Fund Merger Fund 1,373,008104.9M $4.15 %0.85 %as of Jun 30, 2026 ↗
Invesco Value Opportunities Fund AIM Sector Funds (Invesco Sector Funds) 1,160,65789.6M $0.99 %0.72 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,009,97678M $0.40 %0.62 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 834,07963.7M $1.34 %0.51 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 826,61460.1M $0.14 %0.51 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 820,15062.7M $0.34 %0.51 %as of Jun 30, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 812,89262.1M $0.71 %0.50 %as of Jun 30, 2026 ↗
First Trust Merger Arbitrage Fund INVESTMENT MANAGERS SERIES TRUST II 727,24055.6M $3.40 %0.45 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 665,40150.8M $0.09 %0.41 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 650,86750.3M $0.05 %0.40 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 610,89247.2M $0.09 %0.38 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 436,59931.7M $0.22 %0.27 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 408,49331.5M $0.16 %0.25 %as of Jul 31, 2026 ↗
THE ARBITRAGE FUND ARBITRAGE FUNDS 366,91626.7M $3.16 %0.23 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 366,79028.3M $0.19 %0.23 %as of Jul 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 360,81327.6M $0.03 %0.22 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 318,45724.6M $0.05 %0.20 %as of Jul 31, 2026 ↗
GMO Alternative Allocation Fund GMO TRUST 318,35223.2M $2.85 %0.20 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 303,38823.4M $0.06 %0.19 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 302,92122M $0.02 %0.19 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 289,65422.4M $0.05 %0.18 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 260,92119M $0.14 %0.16 %as of May 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 257,24818.7M $0.33 %0.16 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 248,75619M $0.71 %0.15 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 247,95518.9M $0.12 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 246,74317.9M $0.02 %0.15 %as of May 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 244,12618.7M $0.47 %0.15 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 235,55118.2M $0.22 %0.15 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 227,82417.6M $0.10 %0.14 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 209,52516M $0.02 %0.13 %as of Jun 30, 2026 ↗
Dunham Monthly Distribution Fund Dunham Funds 201,84615.6M $5.04 %0.12 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 192,16614.7M $0.99 %0.12 %as of Jun 30, 2026 ↗
iShares U.S. Regional Banks ETF iShares Trust 172,24013.2M $2.01 %0.11 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 169,00012.3M $0.02 %0.10 %as of May 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 163,49812.5M $0.34 %0.10 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 151,47211.7M $0.01 %0.09 %as of Jul 31, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 144,70110.5M $0.30 %0.09 %as of May 29, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 140,68110.8M $0.04 %0.09 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 138,03110.7M $0.02 %0.09 %as of Jul 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 136,5739.9M $0.70 %0.08 %as of May 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 134,67310.3M $0.18 %0.08 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 134,15610.4M $0.07 %0.08 %as of Jul 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 131,35610M $0.34 %0.08 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 128,8399.4M $0.00 %0.08 %as of May 31, 2026 ↗
Fidelity SAI Merger Arbitrage Fund Fidelity Greenwood Street Trust 125,0009.7M $1.52 %0.08 %as of Jul 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 118,0778.6M $0.33 %0.07 %as of May 31, 2026 ↗
First Trust Multi-Strategy Fund INVESTMENT MANAGERS SERIES TRUST II 117,6299M $0.67 %0.07 %as of Jun 30, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 115,1658.4M $0.33 %0.07 %as of May 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 112,1268.6M $0.02 %0.07 %as of Jun 30, 2026 ↗
iShares U.S. Financials ETF iShares Trust 110,4208.5M $0.19 %0.07 %as of Jul 31, 2026 ↗
AQR Diversified Arbitrage Fund AQR Funds 109,2568.3M $0.31 %0.07 %as of Jun 30, 2026 ↗
LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 109,0628.3M $1.11 %0.07 %as of Jun 30, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 108,4308.4M $0.31 %0.07 %as of Jul 31, 2026 ↗
POLARIS GLOBAL VALUE FUND FORUM FUNDS 106,7388.2M $1.42 %0.07 %as of Jun 30, 2026 ↗
Mid Cap Index Fund Northern Funds 105,3108M $0.34 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 101,9467.4M $0.03 %0.06 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 98,0737.6M $0.02 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 95,1246.9M $0.02 %0.06 %as of May 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 94,6007.3M $0.05 %0.06 %as of Jul 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 89,6506.9M $0.02 %0.06 %as of Jun 30, 2026 ↗
LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 88,7346.8M $0.83 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 88,4216.8M $0.02 %0.05 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 87,9006.7M $0.00 %0.05 %as of Jun 30, 2026 ↗
Return Stacked(R) Bonds & Merger Arbitrage ETF Tidal Trust II 86,2866.7M $12.65 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 85,4396.5M $0.01 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 81,0365.9M $0.04 %0.05 %as of May 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 80,0956.1M $0.17 %0.05 %as of Jun 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 80,0556.2M $0.25 %0.05 %as of Jul 31, 2026 ↗
Invesco Value Opportunities Portfolio Brighthouse Funds Trust II 78,8486M $0.94 %0.05 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 78,3875.7M $0.02 %0.05 %as of May 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust 77,7955.9M $1.04 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 77,6445.9M $0.02 %0.05 %as of Jun 30, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 77,0435.9M $1.18 %0.05 %as of Jul 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 75,2215.7M $0.34 %0.05 %as of Jun 30, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 74,7335.7M $0.30 %0.05 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 74,5675.4M $0.23 %0.05 %as of May 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 74,3685.7M $0.02 %0.05 %as of Jun 30, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 74,1015.7M $0.34 %0.05 %as of Jun 30, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 73,3925.3M $0.21 %0.05 %as of May 31, 2026 ↗
NYLIM Merger Arbitrage ETF NYLIM ETF Trust 72,3295.6M $2.22 %0.04 %as of Jul 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 68,4445.3M $0.26 %0.04 %as of Jul 31, 2026 ↗
Sterling Capital Small Cap Value Fund Sterling Capital Funds 63,8784.9M $2.49 %0.04 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 63,7054.9M $0.03 %0.04 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 61,9994.5M $0.03 %0.04 %as of May 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 61,9464.8M $0.35 %0.04 %as of Jul 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 61,8814.8M $0.04 %0.04 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 59,5724.6M $0.18 %0.04 %as of Jul 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 58,6664.5M $0.35 %0.04 %as of Jul 31, 2026 ↗
Invesco V.I. American Value Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 58,3774.5M $0.94 %0.04 %as of Jun 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 57,5514.4M $0.34 %0.04 %as of Jun 30, 2026 ↗
Nomura Smid Cap Core Fund IVY FUNDS 57,4584.4M $1.11 %0.04 %as of Jun 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 56,1084.3M $0.33 %0.03 %as of Jun 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 54,8914.2M $0.33 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 54,4174.2M $0.03 %0.03 %as of Jul 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
Return Stacked(R) Bonds & Merger Arbitrage ETF Tidal Trust II 12.65 %as of Jul 31, 2026 ↗
Dunham Monthly Distribution Fund Dunham Funds 5.04 %as of Jul 31, 2026 ↗
The Merger Fund Merger Fund 4.15 %as of Jun 30, 2026 ↗
First Trust Merger Arbitrage Fund INVESTMENT MANAGERS SERIES TRUST II 3.40 %as of Jun 30, 2026 ↗
THE ARBITRAGE FUND ARBITRAGE FUNDS 3.16 %as of May 31, 2026 ↗
GMO Alternative Allocation Fund GMO TRUST 2.85 %as of May 31, 2026 ↗
AltShares Merger Arbitrage ETF AltShares Trust 2.70 %as of May 31, 2026 ↗
Sterling Capital Small Cap Value Fund Sterling Capital Funds 2.49 %as of Jun 30, 2026 ↗
NYLIM Merger Arbitrage ETF NYLIM ETF Trust 2.22 %as of Jul 31, 2026 ↗
The Gabelli Global Financial Services Fund Gabelli Equity Series Funds Inc 2.18 %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
2026Q3327-4345,703,512-9.6 %
2026Q2370-6850,535,392-23.8 %
2026Q1438+666,354,999-6.0 %
2025Q4432-2770,607,283-7.0 %
2025Q3459+1475,948,513-2.2 %
2025Q2445+977,666,987+0.8 %
2025Q1436-377,019,375+0.0 %
2024Q4439-1277,014,163+0.3 %
2024Q3451-476,764,859-5.5 %
2024Q2455+481,259,983+9.6 %
2024Q1451-574,165,624-8.0 %
2023Q445680,587,074

Institutional managers

527 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.14,936,9511B $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP6,327,138439.2M $as of Mar 31, 2026
STATE STREET CORP5,980,206415.1M $as of Mar 31, 2026
Invesco Ltd.5,142,777357M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC4,396,548305.2M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/3,727,744258.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,173,574220.4M $as of Mar 31, 2026
TUDOR INVESTMENT CORP ET AL3,079,817213.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC3,033,219210.6M $as of Mar 31, 2026
UBS Group AG2,829,670196.4M $as of Mar 31, 2026
MORGAN STANLEY2,238,644155.4M $as of Mar 31, 2026
EARNEST PARTNERS LLC2,232,561155M $as of Mar 31, 2026
Balyasny Asset Management L.P.2,169,469150.6M $as of Mar 31, 2026
FMR LLC2,157,071149.7M $as of Mar 31, 2026
WHITEBOX ADVISORS LLC1,925,001133.6M $as of Mar 31, 2026
TORONTO DOMINION BANK1,908,982132.5M $as of Mar 31, 2026
Pentwater Capital Management LP1,866,090129.5M $as of Mar 31, 2026
Westchester Capital Management, LLC1,833,149127.3M $as of Mar 31, 2026
AQR Arbitrage LLC1,803,563123.9M $as of Mar 31, 2026
SEI INVESTMENTS CO1,592,919110.6M $as of Mar 31, 2026
Assenagon Asset Management S.A.1,581,021109.8M $as of Mar 31, 2026
NORTHERN TRUST CORP1,412,58798.1M $as of Mar 31, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND1,392,58696.7M $as of Mar 31, 2026
Bank of New York Mellon Corp1,370,94795.2M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.1,292,58581.4M $as of Mar 31, 2026

Funds holding the debt of Webster Financial Corp

76 funds declare 85 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Bond Fund19.6M $as of May 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND28.2M $as of May 31, 2026
Diversified Bond Fund14.4M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND13.9M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF23.4M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND12.9M $as of Jun 30, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF22.9M $as of May 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND12M $as of Jun 30, 2026
AVIP Bond Portfolio12M $as of Jun 30, 2026
AVIP Constellation Dynamic Risk Balanced Portfolio12M $as of Jun 30, 2026
Global Bond Fund12M $as of Jul 31, 2026
Strategic Bond Fund11.9M $as of Jul 31, 2026
Fidelity SAI Enhanced Core Bond Fund11.7M $as of May 31, 2026
iShares iBonds Dec 2029 Term Corporate ETF11.7M $as of Jul 31, 2026
Investment Grade Bond Fund11.5M $as of May 31, 2026
American Century Diversified Corporate Bond ETF11.4M $as of May 31, 2026
Strategic Bond Fund11.2M $as of Jun 30, 2026
iShares Core U.S. Aggregate Bond ETF11.2M $as of May 31, 2026
John Hancock Core Bond ETF11.1M $as of Jun 30, 2026
AVIP BlackRock Balanced Allocation Portfolio11M $as of Jun 30, 2026
Diversified Income Fund1963.1K $as of Jul 31, 2026
Balanced Fund1957.1K $as of Jul 31, 2026
John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio1833.8K $as of May 31, 2026
FlexShares Credit-Scored US Corporate Bond Index Fund1792.3K $as of Jul 31, 2026
Core Bond Fund1772.3K $as of May 31, 2026
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Titelia. "Fund shareholders of Webster Financial Corp". https://titelia.com/en/stocks/webster-financial-corp-US9478901096