Funds holding Coastal Financial Corp/WA
193 funds declare a position · 41 ETFs and 152 other funds · 388.1M $· 442.9K € · US19046P2092
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 692,816 | 52.7M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 403,107 | 30.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 314,002 | 23.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 4 | Small Cap Growth Fund American Century Mutual Funds, Inc. | 300,040 | 22.7M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| 5 | VIP Mid Cap Portfolio Variable Insurance Products Fund III | 286,300 | 21.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 6 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 248,293 | 18.9M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 7 | Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II | 170,523 | 13M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| 8 | Regional Bank Fund John Hancock Investment Trust II | 155,622 | 11.8M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 9 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 145,795 | 11.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 10 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 127,208 | 9.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 11 | iShares Russell 2000 Growth ETF iShares Trust | 104,678 | 8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 12 | Emerald Growth Fund FINANCIAL INVESTORS TRUST | 81,218 | 6.1M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 13 | Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 69,800 | 5.3M $ | 4.64 % | as of Mar 31, 2026 · Original filing |
| 14 | WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust | 67,938 | 5.1M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| 15 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 67,730 | 5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 16 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 66,240 | 5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 17 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 65,123 | 4.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 18 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 63,924 | 4.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 19 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 63,201 | 4.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 20 | Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 59,600 | 4.5M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 21 | Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 58,373 | 4.4M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| 22 | SmallCap Growth Fund I Principal Funds, Inc | 55,645 | 4.2M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 23 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 52,915 | 4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 24 | 1919 Financial Services Fund Advisor Managed Portfolios | 52,400 | 4M $ | 4.20 % | as of Mar 31, 2026 · Original filing |
| 25 | RMB Mendon Financial Services Fund RMB Investors Trust | 50,000 | 3.8M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| 26 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 49,836 | 3.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 27 | T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 46,901 | 3.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 28 | Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 45,684 | 3.5M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 29 | Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 45,024 | 3.4M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 30 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 33,826 | 2.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 31 | iShares Micro-Cap ETF iShares Trust | 32,522 | 2.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 32 | Small Cap Growth Fund VALIC Co I | 32,510 | 2.4M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| 33 | Putnam Small Cap Value Fund Putnam Investment Funds | 32,502 | 2.4M $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| 34 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 32,268 | 2.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 35 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 30,132 | 2.2M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 36 | Financial Industries Fund John Hancock Investment Trust II | 28,875 | 2.2M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| 37 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 28,216 | 2.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 38 | Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | 27,503 | 2.1M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| 39 | Victory Small Cap Stock Fund Victory Portfolios III | 26,871 | 2M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 40 | Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 26,080 | 1.9M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| 41 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 24,623 | 1.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 42 | Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | 23,988 | 1.8M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| 43 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 22,734 | 1.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 44 | Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 21,203 | 1.6M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 45 | Master Small Cap Index Series Quantitative Master Series LLC | 21,083 | 1.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 46 | Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST | 20,589 | 1.6M $ | 3.52 % | as of Apr 30, 2026 · Original filing |
| 47 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 20,399 | 1.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 48 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 19,774 | 1.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 49 | SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | 19,673 | 1.5M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 50 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 19,410 | 1.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 51 | U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 19,270 | 1.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 52 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 19,053 | 1.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 53 | Timothy Plan Small Cap Value Fund TIMOTHY PLAN | 18,953 | 1.4M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| 54 | JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 18,806 | 1.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 55 | Royce Micro-Cap Fund ROYCE FUND | 16,078 | 1.2M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 56 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 15,866 | 1.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 57 | Nuveen Equity Index Fund TIAA-CREF Funds | 14,958 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 58 | VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 14,900 | 1.1M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 59 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 13,886 | 1.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 60 | Financial Industries Trust John Hancock Variable Insurance Trust | 13,245 | 1M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 61 | Putnam VT Small Cap Value Fund Putnam Variable Trust | 13,070 | 994.6K $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| 62 | NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 12,613 | 959.8K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 63 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 11,819 | 876.9K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 64 | Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 11,673 | 888.3K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 65 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 11,165 | 849.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 66 | Acuitas Small Cap Active ETF Series Portfolios Trust | 10,987 | 836.1K $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| 67 | Small-Cap Value Fund Bridgeway Funds, Inc. | 10,461 | 796.1K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 68 | Small Company Value Trust John Hancock Variable Insurance Trust | 10,400 | 791.4K $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 69 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 10,091 | 748.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 70 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 9,808 | 746.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 71 | Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 9,537 | 721.2K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 72 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,900 | 677.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 73 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 8,832 | 655.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 74 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 8,813 | 666.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 75 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 8,645 | 641.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 76 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 8,274 | 625.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 77 | Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 7,632 | 580.8K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 78 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 7,483 | 569.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 79 | EQ/Small Company Index Portfolio EQ Advisors Trust | 6,880 | 523.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 80 | Transamerica Small Cap Growth TRANSAMERICA FUNDS | 6,600 | 499.1K $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| 81 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 6,506 | 492K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 82 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 6,337 | 470.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 83 | Small Cap Index Fund Northern Funds | 5,819 | 442.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 84 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 5,753 | 437.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 85 | Global X Russell 2000 ETF GLOBAL X FUNDS | 5,608 | 424.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 86 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 5,531 | 410.3K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 87 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 5,362 | 408K $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 88 | Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 5,115 | 389.3K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 89 | Small Cap Index Fund VALIC Co I | 5,082 | 377K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 90 | LKCM Small-Mid Cap Equity Fund LKCM Funds | 5,004 | 380.8K $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 91 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 4,637 | 352.9K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 92 | Column Small Cap Fund Trust for Professional Managers | 4,615 | 342.4K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 93 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 4,595 | 347.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 94 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,567 | 345.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 95 | Adara Smaller Companies Fund RBB Fund, Inc. | 4,533 | 336.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 96 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,413 | 335.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 97 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 4,390 | 334.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 98 | AQR Small Cap Momentum Style Fund AQR Funds | 4,390 | 334.1K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 99 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 4,290 | 326.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 100 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 4,245 | 323K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
Institutional managers
172 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. | 973,859 | 74.1M $ | as of Mar 31, 2026 |
| Azora Capital LP | 658,617 | 50.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 554,958 | 42.2M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 447,432 | 34M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 418,674 | 31.9M $ | as of Mar 31, 2026 |
| FMR LLC | 370,756 | 28.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 359,571 | 27.4M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 337,819 | 25.7M $ | as of Mar 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | 331,360 | 25.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 319,525 | 24.3M $ | as of Mar 31, 2026 |
| LOOMIS SAYLES & CO L P | 304,788 | 23.2M $ | as of Mar 31, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | 273,602 | 20.8M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 268,689 | 20.4M $ | as of Mar 31, 2026 |
| EMERALD ADVISERS, LLC | 221,182 | 16.8M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 115,031 | 13.2M $ | as of Mar 31, 2026 |
| UBS Group AG | 159,712 | 12.2M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 158,763 | 12.1M $ | as of Mar 31, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 156,664 | 11.9M $ | as of Mar 31, 2026 |
| Ranger Investment Management, L.P. | 151,099 | 11.5M $ | as of Mar 31, 2026 |
| JCSD Capital, LLC | 140,140 | 10.7M $ | as of Mar 31, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 139,607 | 10.6M $ | as of Mar 31, 2026 |
| Advisors Capital Management, LLC | 130,004 | 9.9M $ | as of Mar 31, 2026 |
| Brevan Howard Capital Management LP | 130,000 | 9.9M $ | as of Mar 31, 2026 |
| D.A. DAVIDSON & CO. | 125,539 | 9.6M $ | as of Mar 31, 2026 |
| Stieven Capital Advisors, L.P. | 110,571 | 8.4M $ | as of Mar 31, 2026 |