Funds holding CoastalSouth Bancshares Inc
81 funds declare a position · 12 ETFs and 69 other funds · 36.3M $ · US19058X2071
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 314,100 | 7.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | RMB Mendon Financial Services Fund RMB Investors Trust | 302,951 | 7.4M $ | 3.28 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 167,196 | 4.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 4 | Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 117,017 | 2.9M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 5 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 87,357 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 6 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 82,788 | 2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 7 | iShares Russell 2000 Value ETF iShares Trust | 65,301 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 8 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 39,392 | 967.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 9 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 26,996 | 662.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 10 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 25,372 | 623.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 11 | iShares Micro-Cap ETF iShares Trust | 22,892 | 562.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 12 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 21,658 | 532.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 13 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 20,208 | 516.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 14 | Penn Series Small Cap Value Fund Penn Series Funds Inc | 17,910 | 440.4K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 15 | Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 14,909 | 366.6K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 16 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 14,848 | 364.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 17 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 11,813 | 290K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 18 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 9,916 | 253.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 19 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 9,481 | 233.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 20 | Master Small Cap Index Series Quantitative Master Series LLC | 7,856 | 193.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 21 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 7,841 | 192.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 22 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 5,390 | 132.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 23 | iShares Russell 2000 Growth ETF iShares Trust | 5,210 | 128.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 24 | Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 4,838 | 119K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 25 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,149 | 102K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 26 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 4,000 | 102.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 27 | Global X Russell 2000 ETF GLOBAL X FUNDS | 3,982 | 101.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 28 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 3,909 | 99.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 29 | Small Cap Index Fund Northern Funds | 3,738 | 91.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 30 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,500 | 85.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 31 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 3,326 | 81.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 32 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,300 | 81.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 33 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 3,108 | 76.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 34 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 2,565 | 65.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 35 | Small Cap Index Fund VALIC Co I | 2,044 | 50.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 36 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,003 | 49.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 37 | Small Cap Index Trust John Hancock Variable Insurance Trust | 1,752 | 43.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 38 | Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 1,704 | 43.5K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 39 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 1,683 | 41.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 40 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,653 | 40.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 41 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,600 | 39.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 42 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,513 | 37.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 43 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,501 | 38.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 44 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,287 | 31.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 45 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,213 | 29.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 46 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,098 | 28.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 47 | Victory Extended Market Index Fund Victory Portfolios III | 1,034 | 26.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 48 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,026 | 25.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 49 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,000 | 24.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 50 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 817 | 20.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 51 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 811 | 19.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 52 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 752 | 18.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 53 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 722 | 17.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 54 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 622 | 15.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 55 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 571 | 14K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 56 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 436 | 10.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 57 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 429 | 10.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 58 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 396 | 9.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 59 | ProShares Ultra Russell2000 ProShares Trust | 338 | 8.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 60 | ProShares UltraPro Russell2000 ProShares Trust | 335 | 8.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 61 | SmallCap Value Fund II Principal Funds, Inc | 308 | 7.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 62 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 283 | 7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 63 | Avantis U.S. Equity ETF American Century ETF Trust | 280 | 6.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 64 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 254 | 6.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 65 | ProShares Russell 2000 High Income ETF ProShares Trust | 234 | 5.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 66 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 212 | 5.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 67 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 211 | 5.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 68 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 205 | 5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 69 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 159 | 3.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 70 | ULTRA SMALL CAP PROFUND ProFunds | 104 | 2.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 71 | SmallCap Growth Fund I Principal Funds, Inc | 55 | 1.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 72 | PROFUND VP ULTRA SMALL CAP ProFunds | 31 | 762.3 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 73 | PROFUND VP SMALL CAP ProFunds | 23 | 565.6 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 74 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 23 | 565.6 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 75 | SMALL-CAP PROFUND ProFunds | 17 | 434.4 $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 76 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 12 | 295.1 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 77 | Russell 2000 Fund Rydex Series Funds | 12 | 295.1 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 78 | ProShares Hedge Replication ETF ProShares Trust | 6 | 147.3 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 79 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 3 | 73.8 $ | as of Mar 31, 2026 · Original filing | |
| 80 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 2 | 49.2 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 81 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 2 | 49.1 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
Institutional managers
78 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 | |
|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 1,159,211 | 28.5M $ | as of Mar 31, 2026 |
| Fourthstone LLC | 1,100,504 | 27.1M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 492,033 | 12.1M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 397,573 | 9.2M $ | as of Mar 31, 2026 |
| Berkeley Capital Partners, LLC | 360,562 | 8.9M $ | as of Mar 31, 2026 |
| MENDON CAPITAL ADVISORS CORP | 329,743 | 8.1M $ | as of Mar 31, 2026 |
| North Reef Capital Management LP | 320,982 | 7.9M $ | as of Mar 31, 2026 |
| Curi Capital, LLC | 302,951 | 7.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 258,139 | 6.3M $ | as of Mar 31, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | 241,595 | 5.9M $ | as of Mar 31, 2026 |
| EJF Capital LP | 192,676 | 4.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 191,250 | 4.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 126,440 | 3.1M $ | as of Mar 31, 2026 |
| RAFFLES ASSOCIATES LP | 121,281 | 3M $ | as of Mar 31, 2026 |
| KLCM Advisors, Inc. | 107,617 | 2.6M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 100,055 | 2.5M $ | as of Mar 31, 2026 |
| Bleakley Financial Group, LLC | 88,136 | 2.2M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 85,715 | 2.1M $ | as of Mar 31, 2026 |
| FIRST MANHATTAN CO. LLC. | 77,638 | 1.9M $ | as of Mar 31, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | 75,740 | 1.9M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 64,439 | 1.6M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 44,967 | 1.1M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 44,487 | 1.1M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 39,464 | 970.4K $ | as of Mar 31, 2026 |
| HB Wealth Management, LLC | 38,643 | 950.2K $ | as of Mar 31, 2026 |