Funds holding Amerant Bancorp Inc
169 funds declare a position · 40 ETFs and 129 other funds · 184.7M $ · US0235761014
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,296,447 | 28.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 901,102 | 19.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 431,590 | 9.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 4 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 360,444 | 8.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 5 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 342,815 | 7.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 6 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 315,571 | 6.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 7 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 297,440 | 6.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 8 | RMB Mendon Financial Services Fund RMB Investors Trust | 250,000 | 5.5M $ | 2.42 % | as of Mar 31, 2026 · Original filing |
| 9 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 203,837 | 4.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 10 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 190,624 | 4.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 11 | iShares Russell 2000 Value ETF iShares Trust | 184,597 | 4.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 12 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 184,506 | 4.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 13 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 181,265 | 3.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 14 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 180,220 | 4.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 15 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 131,279 | 3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 16 | iShares Russell 2000 Growth ETF iShares Trust | 120,403 | 2.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 17 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 118,900 | 2.6M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 18 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 100,000 | 2.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 19 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 99,221 | 2.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 20 | iShares Micro-Cap ETF iShares Trust | 92,065 | 2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 21 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 86,041 | 1.8M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 22 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 82,436 | 1.8M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 23 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 79,609 | 1.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 24 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 77,865 | 1.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 25 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 77,666 | 1.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 26 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 76,864 | 1.8M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 27 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 75,421 | 1.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 28 | SmallCap Value Fund II Principal Funds, Inc | 73,022 | 1.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 29 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 68,948 | 1.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 30 | Master Small Cap Index Series Quantitative Master Series LLC | 58,777 | 1.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 31 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 58,256 | 1.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 32 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 57,377 | 1.2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 33 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 57,194 | 1.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 34 | AST Small-Cap Equity Portfolio Advanced Series Trust | 56,997 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 35 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 53,075 | 1.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 36 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 47,716 | 1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 37 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 47,100 | 1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 38 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 45,898 | 1.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 39 | Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 40,759 | 936.2K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 40 | VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 38,503 | 822K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 41 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 38,458 | 883.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 42 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 38,109 | 839.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 43 | 1290 Essex Small Cap Growth Fund 1290 Funds | 35,986 | 826.6K $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| 44 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 34,555 | 761.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 45 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 32,846 | 754.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 46 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 30,830 | 658.2K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 47 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 29,900 | 659K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 48 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 26,891 | 592.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 49 | Nuveen Equity Index Fund TIAA-CREF Funds | 26,278 | 603.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 50 | Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 25,399 | 583.4K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 51 | Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 24,784 | 529.1K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 52 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 24,085 | 530.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 53 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 22,200 | 489.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 54 | Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 21,593 | 496K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 55 | Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 21,096 | 465K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 56 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 20,589 | 453.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 57 | EQ/Small Company Index Portfolio EQ Advisors Trust | 20,310 | 447.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 58 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 20,190 | 431.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 59 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 19,999 | 459.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 60 | VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 19,831 | 423.4K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 61 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 19,289 | 443.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 62 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 19,131 | 439.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 63 | Small Cap Index Fund Northern Funds | 16,936 | 373.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 64 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 16,388 | 361.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 65 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 16,253 | 347K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 66 | Global X Russell 2000 ETF GLOBAL X FUNDS | 15,844 | 363.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 67 | Small Cap Index Fund VALIC Co I | 14,585 | 311.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 68 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,313 | 328.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 69 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 13,368 | 294.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 70 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 13,331 | 284.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 71 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 13,317 | 305.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 72 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 13,198 | 290.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 73 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 12,800 | 282.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 74 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 12,653 | 278.9K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 75 | NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 12,593 | 277.5K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 76 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 12,244 | 281.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 77 | Diversified Equity Master Portfolio Master Investment Portfolio | 11,699 | 257.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 78 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 11,332 | 249.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 79 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 11,321 | 249.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 80 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 11,199 | 246.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 81 | VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 11,177 | 238.6K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 82 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 10,960 | 241.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 83 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 10,300 | 236.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 84 | SMALL CAP EQUITY FUND GuideStone Funds | 10,242 | 225.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 85 | Small Cap Value Fund VALIC Co I | 10,214 | 218.1K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 86 | Avantis U.S. Equity ETF American Century ETF Trust | 10,090 | 215.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 87 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 9,952 | 228.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 88 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 9,702 | 222.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 89 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 9,639 | 212.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 90 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 9,333 | 205.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 91 | iShares Russell 3000 ETF iShares Trust | 7,845 | 172.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 92 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 7,649 | 168.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 93 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 7,272 | 160.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 94 | Small Cap Index Trust John Hancock Variable Insurance Trust | 6,729 | 148.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 95 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 6,499 | 143.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 96 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 5,776 | 132.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 97 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,448 | 125.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 98 | iShares MSCI World Small-Cap ETF iShares Trust | 5,250 | 112.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 99 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 5,146 | 113.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 100 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,100 | 108.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
Institutional managers
141 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 | |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 5,530,346 | 121.9M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 2,797,058 | 61.6M $ | as of Mar 31, 2026 |
| Patriot Financial Partners GP II, L.P. | 2,257,283 | 49.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,388,926 | 30.6M $ | as of Mar 31, 2026 |
| North Reef Capital Management LP | 1,160,488 | 25.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,137,121 | 25.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 915,696 | 20.2M $ | as of Mar 31, 2026 |
| UBS Group AG | 875,721 | 19.3M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 528,240 | 11.6M $ | as of Mar 31, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 492,500 | 10.9M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 470,678 | 10.4M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 440,547 | 9.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 361,363 | 8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 302,618 | 6.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 299,767 | 6.6M $ | as of Mar 31, 2026 |
| MENDON CAPITAL ADVISORS CORP | 273,308 | 6M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 264,730 | 5.8M $ | as of Mar 31, 2026 |
| Curi Capital, LLC | 250,056 | 5.5M $ | as of Mar 31, 2026 |
| FJ Capital Management LLC | 245,913 | 5.4M $ | as of Mar 31, 2026 |
| Verition Fund Management LLC | 230,500 | 5.1M $ | as of Mar 31, 2026 |
| Brevan Howard Capital Management LP | 225,000 | 5M $ | as of Mar 31, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 213,377 | 4.7M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 198,326 | 4.4M $ | as of Mar 31, 2026 |
| PERRY CREEK CAPITAL LP | 196,140 | 4.3M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 180,000 | 4M $ | as of Mar 31, 2026 |