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 | |
|---|---|---|---|---|---|
| 101 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 549 | 13.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 102 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 548 | 15.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 103 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 525 | 12.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 104 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 516 | 12.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 105 | ProShares Ultra Russell2000 ProShares Trust | 514 | 13K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 106 | ProShares UltraPro Russell2000 ProShares Trust | 514 | 13K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 107 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 421 | 10.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 108 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 385 | 9.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 109 | ProShares Russell 2000 High Income ETF ProShares Trust | 359 | 9.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 110 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 337 | 8.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 111 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 321 | 7.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 112 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 320 | 8.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 113 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 305 | 7.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 114 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 300 | 7.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 115 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 236 | 5.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 116 | SmallCap Growth Fund I Principal Funds, Inc | 219 | 6.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 117 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 170 | 4.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 118 | PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 167 | 4.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 119 | Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 163 | 4.6K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 120 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 141 | 3.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 121 | ULTRA SMALL CAP PROFUND ProFunds | 94 | 2.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 122 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 42 | 1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 123 | PROFUND VP ULTRA SMALL CAP ProFunds | 28 | 688.2 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 124 | PROFUND VP SMALL CAP ProFunds | 21 | 516.2 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 125 | Russell 2000 Fund Rydex Series Funds | 19 | 467 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 126 | SMALL-CAP PROFUND ProFunds | 15 | 424.7 $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 127 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 14 | 344.1 $ | as of Mar 31, 2026 · Original filing | |
| 128 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 12 | 295 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 129 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 8 | 226.5 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 130 | ProShares Hedge Replication ETF ProShares Trust | 8 | 202.3 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 131 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 3 | 75.9 $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 132 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 2 | 49.2 $ | 0.00 % | 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 |