Funds holding Financial Institutions Inc
193 funds declare a position · 37 ETFs and 156 other funds · 160.9M $ · US3175854047
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 4,600 | 156.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 102 | THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 4,527 | 154.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 103 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 3,928 | 124.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 104 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,861 | 122.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 105 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 3,716 | 117.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 106 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 3,512 | 111.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 107 | Small Cap Index Trust John Hancock Variable Insurance Trust | 3,388 | 107.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 108 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,311 | 112.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 109 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,243 | 101.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 110 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 3,214 | 101.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 111 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 3,157 | 99.1K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 112 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 3,081 | 97.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 113 | Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 3,070 | 97.3K $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 114 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 3,020 | 102.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 115 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,016 | 102.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 116 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 3,010 | 94.5K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 117 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,987 | 94.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 118 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 2,980 | 94.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 119 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,921 | 99.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 120 | Small Cap Core Fund Northern Funds | 2,885 | 91.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 121 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,715 | 86.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 122 | Longview Advantage ETF RBB Fund Trust | 2,482 | 77.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 123 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,442 | 77.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 124 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,437 | 77.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 125 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,357 | 74.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 126 | Victory Extended Market Index Fund Victory Portfolios III | 2,191 | 74.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 127 | SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 2,186 | 69.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 128 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,110 | 66.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 129 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,102 | 71.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 130 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,908 | 60.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 131 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,894 | 60.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 132 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,855 | 58.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 133 | THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 1,775 | 56.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 134 | THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 1,764 | 60.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 135 | Eventide Small Cap ETF Strategy Shares | 1,759 | 59.9K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 136 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,667 | 52.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 137 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,613 | 51.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 138 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,612 | 54.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 139 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,577 | 53.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 140 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,542 | 48.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 141 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,506 | 47.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 142 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,502 | 47.1K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 143 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,344 | 42.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 144 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,326 | 42K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 145 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,306 | 41.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 146 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,238 | 42.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 147 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,236 | 39.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 148 | ProShares Ultra Russell2000 ProShares Trust | 1,229 | 38.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 149 | ProShares UltraPro Russell2000 ProShares Trust | 1,227 | 38.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 150 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,200 | 40.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 151 | THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. | 1,163 | 36.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 152 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,053 | 33.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 153 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 925 | 31.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 154 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 905 | 28.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 155 | ProShares Russell 2000 High Income ETF ProShares Trust | 860 | 27K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 156 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 811 | 25.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 157 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 763 | 24.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 158 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 752 | 23.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 159 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 659 | 20.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 160 | Avantis U.S. Equity Fund American Century ETF Trust | 648 | 20.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 161 | Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 580 | 18.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 162 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 578 | 18.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 163 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 527 | 16.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 164 | Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 513 | 16.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 165 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 500 | 15.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 166 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 465 | 14.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 167 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 455 | 14.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 168 | THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 451 | 14.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 169 | Small Company Value Portfolio Wilshire Mutual Funds Inc | 430 | 13.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 170 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 399 | 12.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 171 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 340 | 10.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 172 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 338 | 11.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 173 | Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 299 | 9.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 174 | THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 265 | 8.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 175 | American Century Small Cap Growth Insights ETF American Century ETF Trust | 258 | 8.1K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 176 | SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 252 | 8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 177 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 228 | 7.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 178 | ULTRA SMALL CAP PROFUND ProFunds | 222 | 7.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 179 | Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 210 | 7.2K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 180 | THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 204 | 7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 181 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 202 | 6.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 182 | THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 189 | 6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 183 | Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 156 | 4.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 184 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 105 | 3.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 185 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 101 | 3.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 186 | PROFUND VP ULTRA SMALL CAP ProFunds | 65 | 2.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 187 | PROFUND VP SMALL CAP ProFunds | 49 | 1.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 188 | Russell 2000 Fund Rydex Series Funds | 47 | 1.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 189 | SMALL-CAP PROFUND ProFunds | 36 | 1.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 190 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 28 | 887.9 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 191 | ProShares Hedge Replication ETF ProShares Trust | 20 | 627.6 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 192 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 6 | 188.3 $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 193 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 5 | 158.6 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
145 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 | |
|---|---|---|---|
| PL Capital Advisors, LLC | 1,816,102 | 57.6M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,478,072 | 46.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 957,667 | 30.4M $ | as of Mar 31, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 948,441 | 30.1M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 900,493 | 28.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 579,119 | 18.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 568,696 | 18M $ | as of Mar 31, 2026 |
| Ategra Capital Management, LLC | 564,100 | 17.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 349,028 | 11.1M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 274,740 | 8.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 260,727 | 8.3M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 253,226 | 7.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 245,175 | 7.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 242,921 | 7.5M $ | as of Mar 31, 2026 |
| Hillsdale Investment Management Inc. | 233,080 | 7.4M $ | as of Mar 31, 2026 |
| ProShare Advisors LLC | 204,256 | 6.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 203,036 | 6.4M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 202,931 | 6.4M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 202,302 | 6.4M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 171,340 | 5.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 165,519 | 5.2M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 160,181 | 5.1M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 158,010 | 5M $ | as of Mar 31, 2026 |
| CANANDAIGUA NATIONAL CORP | 154,881 | 4.9M $ | as of Mar 31, 2026 |
| Palisades Investment Partners, LLC | 146,504 | 4.7M $ | as of Mar 31, 2026 |