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 | |
|---|---|---|---|---|---|
| 101 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,989 | 301.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 102 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 3,967 | 300K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 103 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,809 | 289.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 104 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,570 | 270K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 105 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 3,527 | 266.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 106 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,505 | 266.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 107 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,967 | 225.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 108 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 2,951 | 224.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 109 | iShares Russell 3000 ETF iShares Trust | 2,827 | 215.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 110 | VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 2,815 | 208.8K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 111 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,569 | 195.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 112 | VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 2,518 | 186.8K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 113 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,502 | 185.6K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 114 | Small Cap Index Trust John Hancock Variable Insurance Trust | 2,354 | 179.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 115 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,319 | 176.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 116 | NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 2,262 | 167.8K $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| 117 | AST Small-Cap Equity Portfolio Advanced Series Trust | 2,220 | 168.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 118 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,179 | 164.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 119 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,994 | 150.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 120 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,994 | 150.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 121 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,974 | 146.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 122 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,900 | 141K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 123 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,803 | 137.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 124 | Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 1,800 | 136.1K $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| 125 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,741 | 132.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 126 | Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 1,735 | 131.2K $ | 1.13 % | as of Apr 30, 2026 · Original filing |
| 127 | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 1,558 | 118.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 128 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,505 | 114.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 129 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,505 | 114.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 130 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,501 | 114.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 131 | Victory Extended Market Index Fund Victory Portfolios III | 1,472 | 111.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 132 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,355 | 102.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 133 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,325 | 100.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 134 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,308 | 99.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 135 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,272 | 96.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 136 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,233 | 93.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 137 | Victory Cornerstone Aggressive Fund Victory Portfolios III | 1,088 | 80.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 138 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,078 | 82K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 139 | iShares MSCI World Small-Cap ETF iShares Trust | 1,074 | 79.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 140 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,041 | 78.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 141 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,008 | 74.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 142 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 993 | 75.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 143 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 985 | 75K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 144 | Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 968 | 73.7K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 145 | PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 958 | 72.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 146 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 957 | 71K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 147 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 901 | 68.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 148 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 890 | 67.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 149 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 863 | 65.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 150 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 847 | 64.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 151 | ProShares Ultra Russell2000 ProShares Trust | 798 | 59.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 152 | ProShares UltraPro Russell2000 ProShares Trust | 798 | 59.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 153 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 775 | 59K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 154 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 716 | 54.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 155 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 714 | 54K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 156 | Small Company Growth Portfolio Wilshire Mutual Funds Inc | 665 | 50.6K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 157 | ProShares Russell 2000 High Income ETF ProShares Trust | 562 | 41.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 158 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 535 | 39.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 159 | iShares Morningstar Small-Cap ETF iShares Trust | 533 | 40.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 160 | Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 496 | 37.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 161 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 449 | 34.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 162 | First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 428 | 32.6K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 163 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 415 | 31.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 164 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 415 | 31.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 165 | Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 385 | 29.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 166 | American Century Small Cap Growth Insights ETF American Century ETF Trust | 367 | 27.2K $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| 167 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 361 | 27.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 168 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 313 | 23.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 169 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 302 | 23K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 170 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 255 | 19.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 171 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 252 | 19.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 172 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 237 | 18K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 173 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 146 | 11.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 174 | ULTRA SMALL CAP PROFUND ProFunds | 145 | 11K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 175 | Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 128 | 9.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 176 | Longview Advantage ETF RBB Fund Trust | 83 | 6.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 177 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 80 | 6.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 178 | Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II | 70 | 5.3K $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| 179 | Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 70 | 5.3K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 180 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 69 | 5.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 181 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 64 | 4.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 182 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 64 | 4.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 183 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 61 | 4.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 184 | PROFUND VP ULTRA SMALL CAP ProFunds | 43 | 3.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 185 | PROFUND VP SMALL CAP ProFunds | 33 | 2.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 186 | Russell 2000 Fund Rydex Series Funds | 30 | 2.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 187 | SMALL-CAP PROFUND ProFunds | 24 | 1.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 188 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 18 | 1.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 189 | ProShares Hedge Replication ETF ProShares Trust | 13 | 964.5 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 190 | Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 11 | 816.1 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 191 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 4 | 296.8 $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 192 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 3 | 228.3 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 193 | ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. | 442.9K € | 0.47 % | as of Dec 31, 2025 · 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 |