Funds holding Firstsun Capital Bancorp
151 funds declare a position · 32 ETFs and 119 other funds · 138.2M $ · US33767U1079
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 448,863 | 16.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 315,622 | 11.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 3 | Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 232,901 | 8.2M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 4 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 225,324 | 8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 5 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 205,475 | 7.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 6 | T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 142,100 | 5.2M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 7 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 121,470 | 4.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 8 | RMB Mendon Financial Services Fund RMB Investors Trust | 121,325 | 4.4M $ | 1.95 % | as of Mar 31, 2026 · Original filing |
| 9 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 115,957 | 4.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 10 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 112,511 | 4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 11 | iShares Russell 2000 Value ETF iShares Trust | 108,279 | 3.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 12 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 110,311 | 3.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 13 | SmallCap Value Fund II Principal Funds, Inc | 80,291 | 2.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 14 | First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 76,165 | 2.7M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 15 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 76,076 | 2.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 16 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 71,529 | 2.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 17 | Invenomic Fund NORTHERN LIGHTS FUND TRUST II | 69,175 | 2.4M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 18 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 63,394 | 2.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 19 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 62,571 | 2.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 20 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 58,591 | 2.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 21 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 54,143 | 2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 22 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 52,370 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 23 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 49,678 | 1.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 24 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 48,829 | 1.7M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 25 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 41,100 | 1.5M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 26 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 39,846 | 1.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 27 | PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 34,700 | 1.2M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 28 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 33,656 | 1.2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 29 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 26,330 | 931K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 30 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 24,870 | 907K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 31 | First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 23,976 | 847.8K $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| 32 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 23,028 | 814.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 33 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 20,974 | 764.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 34 | Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 20,452 | 745.7K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 35 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 20,398 | 743.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 36 | GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 20,467 | 723.7K $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| 37 | AST Small-Cap Equity Portfolio Advanced Series Trust | 19,400 | 707.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 38 | Master Small Cap Index Series Quantitative Master Series LLC | 19,129 | 697.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 39 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 18,377 | 670.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 40 | Nuveen Equity Index Fund TIAA-CREF Funds | 18,549 | 655.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 41 | Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 17,547 | 620.5K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 42 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 15,931 | 581K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 43 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 15,700 | 572.6K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 44 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 15,629 | 569.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 45 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 14,752 | 537.9K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 46 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 13,926 | 507.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 47 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,418 | 474.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 48 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 12,697 | 449K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 49 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,658 | 447.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 50 | Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 11,518 | 419.9K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 51 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 11,800 | 417.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 52 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 9,832 | 358.5K $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 53 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 9,800 | 357.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 54 | Global X Russell 2000 ETF GLOBAL X FUNDS | 9,842 | 348K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 55 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 9,721 | 343.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 56 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,241 | 337K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 57 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,500 | 309.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 58 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 8,279 | 301.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 59 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 8,210 | 299.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 60 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 8,439 | 298.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 61 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 7,718 | 281.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 62 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 6,870 | 242.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 63 | Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 6,280 | 229K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 64 | Small Cap Index Fund Northern Funds | 6,192 | 225.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 65 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 5,903 | 215.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 66 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 5,964 | 210.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 67 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,490 | 200.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 68 | Keeley Gabelli SMID Cap Value Fund Keeley Funds, Inc. | 5,242 | 191.1K $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 69 | Small Cap Index Fund VALIC Co I | 4,855 | 177.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 70 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,907 | 173.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 71 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 4,714 | 171.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 72 | iShares Russell 3000 ETF iShares Trust | 4,504 | 164.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 73 | iShares Morningstar Small-Cap Value ETF iShares Trust | 4,644 | 164.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 74 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,300 | 156.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 75 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,412 | 156K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 76 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,989 | 145.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 77 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,681 | 134.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 78 | First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 3,706 | 131K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 79 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 3,654 | 129.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 80 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,548 | 125.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 81 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,309 | 120.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 82 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,338 | 118K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 83 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 3,189 | 112.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 84 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,106 | 109.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 85 | Victory Extended Market Index Fund Victory Portfolios III | 2,754 | 97.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 86 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,570 | 93.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 87 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 2,601 | 92K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 88 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,547 | 90.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 89 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,499 | 88.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 90 | Small Cap Index Trust John Hancock Variable Insurance Trust | 2,352 | 85.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 91 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,008 | 73.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 92 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,913 | 69.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 93 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,900 | 69.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 94 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,805 | 65.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 95 | iShares MSCI World Small-Cap ETF iShares Trust | 1,750 | 63.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 96 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,778 | 62.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 97 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,563 | 57K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 98 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,559 | 56.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 99 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,536 | 56K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 100 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,557 | 55.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
Institutional managers
125 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 | |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 2,880,385 | 105M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 887,232 | 32.3M $ | as of Mar 31, 2026 |
| Stelac Advisory Services LLC | 623,704 | 22.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 529,957 | 19.3M $ | as of Mar 31, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | 459,401 | 16.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 398,362 | 14.5M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 313,844 | 11.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 309,967 | 11.1M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 256,046 | 9.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 215,130 | 7.8M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 183,804 | 6.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 169,281 | 6.2M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 168,489 | 6.1M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 167,518 | 6.1M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 160,712 | 5.9M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 153,732 | 5.6M $ | as of Mar 31, 2026 |
| SALZHAUER MICHAEL | 140,960 | 5.1M $ | as of Mar 31, 2026 |
| MENDON CAPITAL ADVISORS CORP | 136,325 | 5M $ | as of Mar 31, 2026 |
| Curi Capital, LLC | 121,325 | 4.4M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 120,410 | 4.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 109,882 | 4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 106,895 | 3.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 99,637 | 3.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 92,756 | 3.4M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 91,279 | 3.3M $ | as of Mar 31, 2026 |