Funds holding First Western Financial Inc
132 funds declare a position · 23 ETFs and 109 other funds · 46.4M $ · US33751L1052
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 259,432 | 6.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 208,056 | 5.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | RMB Mendon Financial Services Fund RMB Investors Trust | 196,656 | 4.8M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 85,251 | 2.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 5 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 79,314 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 6 | DIAMOND HILL SMALL CAP FUND Diamond Hill Funds | 69,941 | 1.7M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 7 | iShares Russell 2000 Value ETF iShares Trust | 49,752 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 8 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 45,514 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 9 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 40,839 | 1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 10 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 39,379 | 995.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 11 | ACUITAS US MICROCAP FUND FORUM FUNDS II | 37,094 | 911.8K $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| 12 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 35,704 | 877.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 13 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 32,129 | 909.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 14 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 31,613 | 777K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 15 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 30,900 | 759.5K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 16 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 29,935 | 847.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 17 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 29,332 | 830.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 18 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 29,162 | 825.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 19 | iShares Russell 2000 Growth ETF iShares Trust | 25,034 | 615.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 20 | First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 24,432 | 600.5K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 21 | iShares Micro-Cap ETF iShares Trust | 20,942 | 514.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 22 | Ultra-Small Company Fund Bridgeway Funds, Inc. | 20,831 | 512K $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 23 | SmallCap Value Fund II Principal Funds, Inc | 20,204 | 572K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 24 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 19,000 | 480.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 25 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 17,914 | 507.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 26 | AST Small-Cap Equity Portfolio Advanced Series Trust | 14,480 | 355.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 27 | Master Small Cap Index Series Quantitative Master Series LLC | 14,276 | 350.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 28 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 14,112 | 399.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 29 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,622 | 385.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 30 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 12,849 | 325K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 31 | Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 12,651 | 311K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 32 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 12,500 | 307.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 33 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,240 | 318.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 34 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 11,035 | 312.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 35 | Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 10,900 | 308.6K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 36 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 10,482 | 265.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 37 | Nuveen Equity Index Fund TIAA-CREF Funds | 10,088 | 285.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 38 | AUER GROWTH Unified Series Trust | 10,000 | 252.9K $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 39 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 9,904 | 250.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 40 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 9,057 | 222.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 41 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 8,382 | 206K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 42 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 8,157 | 230.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 43 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 7,300 | 179.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 44 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 6,288 | 154.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 45 | Clearwater Select Equity Fund Clearwater Investment Trust | 6,264 | 154K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 46 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 6,046 | 148.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 47 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,900 | 145K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 48 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,270 | 149.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 49 | SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 5,159 | 126.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 50 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 4,891 | 120.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 51 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 4,408 | 111.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 52 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,255 | 104.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 53 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,895 | 98.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 54 | Global X Russell 2000 ETF GLOBAL X FUNDS | 3,607 | 102.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 55 | EQ/Small Company Index Portfolio EQ Advisors Trust | 3,480 | 85.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 56 | Small Cap Index Fund Northern Funds | 3,462 | 85.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 57 | Acuitas Small Cap Active ETF Series Portfolios Trust | 3,457 | 85K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 58 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 3,432 | 84.4K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 59 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 3,274 | 82.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 60 | Small Cap Index Fund VALIC Co I | 3,029 | 76.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 61 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,880 | 81.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 62 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,828 | 71.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 63 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 2,791 | 68.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 64 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 2,786 | 78.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 65 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 2,720 | 66.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 66 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 2,572 | 63.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 67 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,536 | 64.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 68 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,503 | 61.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 69 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 2,500 | 61.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 70 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,368 | 59.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 71 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 2,217 | 54.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 72 | Small Company Value Portfolio Wilshire Mutual Funds Inc | 2,187 | 53.8K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 73 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,110 | 51.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 74 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,828 | 44.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 75 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,800 | 45.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 76 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 1,700 | 41.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 77 | Small Cap Index Trust John Hancock Variable Insurance Trust | 1,637 | 40.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 78 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,614 | 40.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 79 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,560 | 44.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 80 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,518 | 37.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 81 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 1,279 | 31.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 82 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,204 | 34.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 83 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,120 | 27.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 84 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,084 | 30.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 85 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,082 | 26.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 86 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 923 | 22.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 87 | Victory Extended Market Index Fund Victory Portfolios III | 921 | 26.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 88 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 917 | 26K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 89 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 917 | 22.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 90 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 903 | 25.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 91 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 900 | 25.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 92 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 900 | 22.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 93 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 827 | 23.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 94 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 810 | 19.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 95 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 753 | 21.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 96 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 727 | 18.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 97 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 694 | 19.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 98 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 686 | 16.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 99 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 636 | 15.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 100 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 592 | 14.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
90 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 | |
|---|---|---|---|
| North Reef Capital Management LP | 716,609 | 17.6M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 520,329 | 12.8M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 496,361 | 12.2M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 348,404 | 8.6M $ | as of Mar 31, 2026 |
| ALGEBRIS (UK) LTD | 344,049 | 8.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 261,734 | 6.4M $ | as of Mar 31, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | 257,819 | 6.3M $ | as of Mar 31, 2026 |
| MENDON CAPITAL ADVISORS CORP | 253,336 | 6.2M $ | as of Mar 31, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 248,195 | 6.1M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 206,929 | 5.5M $ | as of Mar 31, 2026 |
| Curi Capital, LLC | 197,056 | 4.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 179,042 | 4.4M $ | as of Mar 31, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 159,832 | 3.9M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 131,158 | 3.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 129,319 | 3.2M $ | as of Mar 31, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | 112,993 | 2.8M $ | as of Mar 31, 2026 |
| Brevan Howard Capital Management LP | 100,000 | 2.5M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 98,729 | 2.4M $ | as of Mar 31, 2026 |
| First Western Trust Bank | 98,231 | 2.4M $ | as of Mar 31, 2026 |
| PMC FIG Opportunities LLC | 87,487 | 2.2M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 83,850 | 2.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 57,951 | 1.4M $ | as of Mar 31, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | 55,113 | 1.4M $ | as of Mar 31, 2026 |
| Cherry Creek Investment Advisors, Inc. | 51,939 | 1.3M $ | as of Mar 31, 2026 |
| Round Rock Advisors LLC | 47,431 | 1.2M $ | as of Mar 31, 2026 |