Funds holding Bankwell Financial Group Inc
154 funds declare a position · 30 ETFs and 124 other funds · 72.2M $ · US06654A1034
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 197,121 | 9.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 177,047 | 8.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 84,958 | 4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 78,977 | 3.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 65,739 | 3.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Adara Smaller Companies Fund RBB Fund, Inc. | 65,620 | 3.1M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 56,896 | 2.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 50,685 | 2.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 44,663 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 41,203 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 36,504 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 34,409 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 36,234 | 1.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 35,077 | 1.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 27,461 | 1.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 26,036 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 17,847 | 923K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 17,609 | 910.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 17,270 | 837.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 14,795 | 765.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 15,000 | 727.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 13,924 | 650.3K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust | 13,245 | 618.5K $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| Even Herd Long Short ETF Tidal Trust II | 11,518 | 558.9K $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 11,932 | 557.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 11,311 | 548.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,630 | 498.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 9,416 | 456.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 9,296 | 451K $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 9,592 | 447.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 9,202 | 446.5K $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,385 | 433.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 8,672 | 420.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 8,096 | 418.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 8,664 | 404.6K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 8,400 | 392.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Clearwater Select Equity Fund Clearwater Investment Trust | 7,960 | 386.2K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 7,468 | 362.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 6,797 | 329.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| AUER GROWTH Unified Series Trust | 6,500 | 303.6K $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 5,431 | 263.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 4,876 | 252.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 5,171 | 250.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,829 | 249.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 4,746 | 230.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,700 | 228K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 3,900 | 201.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,318 | 201.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 3,894 | 201.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 4,303 | 201K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 3,699 | 191.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 3,798 | 184.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 3,267 | 158.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 2,948 | 152.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,746 | 142K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,912 | 141.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AQR Small Cap Multi-Style Fund AQR Funds | 2,779 | 134.8K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 2,777 | 134.7K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 2,672 | 129.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 2,657 | 128.9K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 2,759 | 128.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 2,613 | 126.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 2,400 | 124.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 2,476 | 120.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 2,342 | 113.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 2,112 | 109.2K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,981 | 96.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,826 | 94.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 1,924 | 93.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 1,924 | 93.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 1,898 | 92.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 1,888 | 91.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 1,800 | 87.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,814 | 84.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,639 | 79.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,363 | 70.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,443 | 70K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 1,302 | 67.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 1,369 | 66.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 1,258 | 65.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,238 | 64K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 1,270 | 61.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,255 | 60.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 1,230 | 59.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 1,226 | 59.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,132 | 54.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,127 | 54.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,039 | 53.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,019 | 52.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,100 | 51.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 1,016 | 49.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,053 | 49.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,001 | 48.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 1,020 | 47.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 977 | 47.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 961 | 46.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 862 | 41.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 865 | 40.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 803 | 39K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 800 | 38.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |