Funds holding First Bank/Hamilton NJ
152 funds declare a position · 27 ETFs and 125 other funds · 78.8M $ · US31931U1025
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 701,579 | 11.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 552,899 | 8.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 386,947 | 6.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 4 | Royce Small-Cap Fund ROYCE FUND | 276,822 | 4.4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 237,297 | 3.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 6 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 209,203 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 7 | iShares Russell 2000 Value ETF iShares Trust | 182,780 | 2.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 8 | Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 171,913 | 2.8M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| 9 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 182,595 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 10 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 133,741 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 11 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 107,405 | 1.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 12 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 106,677 | 1.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 13 | Royce Small-Cap Value Fund ROYCE FUND | 99,813 | 1.6M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| 14 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 107,316 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 15 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 100,148 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 16 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 93,879 | 1.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 17 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 85,230 | 1.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 18 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 81,460 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 19 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 74,565 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 20 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 71,146 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 21 | iShares Micro-Cap ETF iShares Trust | 54,635 | 874.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 22 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 47,797 | 709.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 23 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 43,298 | 689.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 24 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 39,633 | 631K $ | 0.01 % | as of Feb 27, 2026 · Original filing |
| 25 | Small Cap Value Fund Northern Funds | 37,656 | 602.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 26 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 36,918 | 587.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 27 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 38,105 | 565.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 28 | Master Small Cap Index Series Quantitative Master Series LLC | 35,195 | 563.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 29 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 35,130 | 521.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 30 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 29,997 | 480K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 31 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 29,780 | 474.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 32 | Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 29,495 | 469.6K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 33 | BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 26,373 | 422K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 34 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 26,092 | 417.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 35 | Diversified Equity Master Portfolio Master Investment Portfolio | 25,955 | 415.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 36 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 24,516 | 392.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 37 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 23,987 | 356K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 38 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 23,604 | 350.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 39 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 16,122 | 256.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 40 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 15,995 | 254.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 41 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 15,543 | 247.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 42 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 15,693 | 232.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 43 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 13,801 | 220.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 44 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,617 | 217.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 45 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,600 | 217.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 46 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 13,189 | 211K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 47 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,059 | 208.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 48 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 12,851 | 205.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 49 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 11,971 | 191.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 50 | PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 11,700 | 173.6K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 51 | Small Cap Index Fund Northern Funds | 10,800 | 172.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 52 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 10,764 | 172.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 53 | iShares Russell 3000 ETF iShares Trust | 9,490 | 151.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 54 | Global X Russell 2000 ETF GLOBAL X FUNDS | 9,520 | 141.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 55 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 8,747 | 140K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 56 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 9,056 | 134.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 57 | Small Cap Index Fund VALIC Co I | 8,288 | 131.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 58 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,559 | 127K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 59 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 7,800 | 124.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 60 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 7,140 | 114.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 61 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 6,669 | 106.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 62 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 6,603 | 98K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 63 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 6,062 | 97K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 64 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 5,677 | 90.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 65 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,876 | 87.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 66 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 5,270 | 84.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 67 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 5,226 | 83.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 68 | EQ/Small Company Index Portfolio EQ Advisors Trust | 5,140 | 82.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 69 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 5,017 | 80.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 70 | Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 5,082 | 75.4K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 71 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 4,506 | 71.7K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 72 | Small Cap Index Trust John Hancock Variable Insurance Trust | 4,387 | 70.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 73 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 4,076 | 65.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 74 | AST Small-Cap Equity Portfolio Advanced Series Trust | 4,070 | 65.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 75 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 3,890 | 62.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 76 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 4,175 | 62K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 77 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 3,826 | 61.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 78 | Avantis U.S. Equity ETF American Century ETF Trust | 3,826 | 60.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 79 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,759 | 60.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 80 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,700 | 58.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 81 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,580 | 57.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 82 | SMALL CAP EQUITY FUND GuideStone Funds | 3,440 | 55K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 83 | NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 3,256 | 52.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 84 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,490 | 51.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 85 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 3,167 | 50.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 86 | BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 3,035 | 48.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 87 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,963 | 47.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 88 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,960 | 47.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 89 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 3,123 | 46.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 90 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 2,735 | 43.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 91 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,699 | 43.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 92 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,858 | 42.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 93 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,635 | 42.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 94 | Victory Extended Market Index Fund Victory Portfolios III | 2,604 | 38.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 95 | The Gabelli ABC Fund Gabelli Investor Funds Inc | 2,319 | 37.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 96 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,134 | 34.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 97 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,107 | 33.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 98 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,185 | 32.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 99 | Enterprise Mergers and Acquisitions Fund Gabelli 787 Fund, Inc. | 2,000 | 32K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 100 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 1,975 | 31.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |