Funds holding Bankwell Financial Group Inc
156 funds declare a position · 30 ETFs and 126 other funds · 72.2M $· 100.4K € · US06654A1034
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 197,121 | 9.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 177,047 | 8.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 84,958 | 4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 4 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 78,977 | 3.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 5 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 65,739 | 3.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 6 | Adara Smaller Companies Fund RBB Fund, Inc. | 65,620 | 3.1M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| 7 | 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 |
| 8 | iShares Russell 2000 Value ETF iShares Trust | 50,685 | 2.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 9 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 44,663 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 10 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 41,203 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 11 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 36,504 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 12 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 36,234 | 1.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 13 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 35,077 | 1.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 14 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 34,409 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 15 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 27,461 | 1.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 16 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 26,036 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 17 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 17,847 | 923K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 18 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 17,609 | 910.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 19 | iShares Micro-Cap ETF iShares Trust | 17,270 | 837.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 20 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 15,000 | 727.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 21 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 14,795 | 765.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 22 | NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 13,924 | 650.3K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 23 | OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust | 13,245 | 618.5K $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| 24 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 11,932 | 557.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 25 | Even Herd Long Short ETF Tidal Trust II | 11,518 | 558.9K $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| 26 | Master Small Cap Index Series Quantitative Master Series LLC | 11,311 | 548.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 27 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,630 | 498.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 28 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 9,592 | 447.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 29 | BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 9,416 | 456.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 30 | ACUITAS US MICROCAP FUND FORUM FUNDS II | 9,296 | 451K $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 31 | Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 9,202 | 446.5K $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 32 | iShares Russell 2000 Growth ETF iShares Trust | 8,672 | 420.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 33 | 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 |
| 34 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 8,400 | 392.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 35 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,385 | 433.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 36 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 8,096 | 418.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 37 | Clearwater Select Equity Fund Clearwater Investment Trust | 7,960 | 386.2K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 38 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 7,468 | 362.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 39 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 6,797 | 329.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 40 | AUER GROWTH Unified Series Trust | 6,500 | 303.6K $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| 41 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 5,431 | 263.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 42 | Diversified Equity Master Portfolio Master Investment Portfolio | 5,171 | 250.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 43 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 4,876 | 252.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 44 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,829 | 249.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 45 | Small Cap Core Fund Northern Funds | 4,746 | 230.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 46 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,700 | 228K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 47 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,318 | 201.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 48 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 4,303 | 201K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 49 | PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 3,900 | 201.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 50 | 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 |
| 51 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 3,798 | 184.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 52 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 3,699 | 191.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 53 | Small Cap Index Fund Northern Funds | 3,267 | 158.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 54 | Global X Russell 2000 ETF GLOBAL X FUNDS | 2,948 | 152.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 55 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,912 | 141.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 56 | AQR Small Cap Multi-Style Fund AQR Funds | 2,779 | 134.8K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 57 | 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 |
| 58 | Small Cap Index Fund VALIC Co I | 2,759 | 128.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 59 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,746 | 142K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 60 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 2,672 | 129.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 61 | Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 2,657 | 128.9K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 62 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 2,613 | 126.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 63 | VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 2,476 | 120.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 64 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 2,400 | 124.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 65 | 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 |
| 66 | Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 2,112 | 109.2K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 67 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,981 | 96.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 68 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 1,924 | 93.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 69 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 1,924 | 93.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 70 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 1,898 | 92.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 71 | Venerable US Small Cap Fund Venerable Variable Insurance Trust | 1,888 | 91.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 72 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,826 | 94.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 73 | 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 |
| 74 | EQ/Small Company Index Portfolio EQ Advisors Trust | 1,800 | 87.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 75 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,639 | 79.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 76 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,443 | 70K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 77 | 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 |
| 78 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,363 | 70.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 79 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 1,302 | 67.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 80 | Small Cap Index Trust John Hancock Variable Insurance Trust | 1,270 | 61.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 81 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 1,258 | 65.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 82 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,255 | 60.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 83 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,238 | 64K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 84 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 1,230 | 59.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 85 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 1,226 | 59.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 86 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,132 | 54.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 87 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,127 | 54.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 88 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,100 | 51.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 89 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,053 | 49.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 90 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,039 | 53.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 91 | Avantis U.S. Equity ETF American Century ETF Trust | 1,020 | 47.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 92 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,019 | 52.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 93 | AST Small-Cap Equity Portfolio Advanced Series Trust | 1,016 | 49.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 94 | 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 |
| 95 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 977 | 47.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 96 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 961 | 46.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 97 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 865 | 40.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 98 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 862 | 41.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 99 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 803 | 39K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 100 | PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 800 | 38.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
114 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 | |
|---|---|---|---|
| BlackRock, Inc. | 480,305 | 23.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 319,241 | 15.5M $ | as of Mar 31, 2026 |
| Pacific Ridge Capital Partners, LLC | 168,000 | 8.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 156,216 | 7.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 130,826 | 6.3M $ | as of Mar 31, 2026 |
| Siena Capital Partners GP, LLC | 116,138 | 5.6M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 107,548 | 5.2M $ | as of Mar 31, 2026 |
| GM Advisory Group, LLC | 106,498 | 5.2M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 105,991 | 5.1M $ | as of Mar 31, 2026 |
| Hillsdale Investment Management Inc. | 105,900 | 5.1M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 96,423 | 4.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 90,760 | 4.4M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 85,070 | 4.1M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 69,837 | 3.4M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 67,392 | 3.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 66,317 | 3.2M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 54,944 | 2.7M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 52,661 | 2.6M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 50,970 | 2.5M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 41,342 | 2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 33,106 | 1.6M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 30,171 | 1.5M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 29,942 | 1.5M $ | as of Mar 31, 2026 |
| Informed Momentum Co LLC | 28,092 | 1.4M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 27,261 | 1.2M $ | as of Mar 31, 2026 |