Funds holding Primis Financial Corp.
141 funds declare a position · 24 ETFs and 117 other funds · 75.8M $ · US74167B1098
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | RMB Mendon Financial Services Fund RMB Investors Trust | 1,002,491 | 13.3M $ | 5.86 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 726,061 | 9.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 549,033 | 7.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 4 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 325,020 | 4.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 5 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 234,704 | 3.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 6 | Cromwell Greenspring Mid Cap Fund Total Fund Solution | 209,589 | 2.8M $ | 2.31 % | as of Mar 31, 2026 · Original filing |
| 7 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 209,501 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 8 | iShares Russell 2000 Value ETF iShares Trust | 184,381 | 2.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 9 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 119,482 | 1.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 10 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 110,762 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 11 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 108,419 | 1.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 12 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 104,311 | 1.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 13 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 102,652 | 1.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 14 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 95,023 | 1.3M $ | 0.03 % | as of Feb 27, 2026 · Original filing |
| 15 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 80,909 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 16 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 77,397 | 1.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 17 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 60,248 | 883.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 18 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 60,188 | 882.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 19 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 55,899 | 742.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 20 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 53,362 | 708.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 21 | iShares Micro-Cap ETF iShares Trust | 53,176 | 706.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 22 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 52,581 | 694.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 23 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 46,121 | 676.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 24 | Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 44,379 | 589.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 25 | Victory Integrity Discovery Fund Victory Portfolios | 43,700 | 580.3K $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 26 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 42,674 | 625.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 27 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 38,381 | 507K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 28 | Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 36,557 | 485.5K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 29 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 36,156 | 530K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 30 | Master Small Cap Index Series Quantitative Master Series LLC | 35,857 | 476.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 31 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 31,600 | 419.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 32 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 29,207 | 428.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 33 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 28,606 | 377.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 34 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 26,604 | 353.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 35 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 23,879 | 317.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 36 | Diversified Equity Master Portfolio Master Investment Portfolio | 20,974 | 278.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 37 | Ultra-Small Company Fund Bridgeway Funds, Inc. | 20,000 | 265.6K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 38 | WisdomTree U.S. High Dividend Fund WisdomTree Trust | 19,074 | 253.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 39 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 18,506 | 271.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 40 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 16,579 | 219K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 41 | EQ/Small Company Index Portfolio EQ Advisors Trust | 15,980 | 212.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 42 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 15,213 | 201K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 43 | TETON Westwood Mighty Mites Fund Teton Westwood Funds | 15,000 | 199.2K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 44 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 15,000 | 199.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 45 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 14,364 | 210.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 46 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 13,714 | 182.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 47 | PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 13,630 | 181K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 48 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 13,308 | 176.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 49 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 13,175 | 175K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 50 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 12,494 | 183.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 51 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,950 | 144.6K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 52 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 10,789 | 142.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 53 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 10,628 | 141.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 54 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 10,278 | 150.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 55 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,202 | 134.8K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 56 | iShares Russell 3000 ETF iShares Trust | 9,840 | 130.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 57 | Small Cap Index Fund Northern Funds | 9,761 | 129.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 58 | Global X Russell 2000 ETF GLOBAL X FUNDS | 9,239 | 135.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 59 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 8,689 | 115.4K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 60 | SMALL CAP EQUITY FUND GuideStone Funds | 8,610 | 114.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 61 | Small Cap Index Fund VALIC Co I | 8,462 | 111.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 62 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 8,290 | 110.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 63 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 7,876 | 104K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 64 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 7,690 | 102.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 65 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 7,369 | 97.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 66 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 7,169 | 95.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 67 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 7,000 | 93K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 68 | NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 6,991 | 92.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 69 | NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 6,863 | 91.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 70 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,000 | 79.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 71 | Nuveen Equity Index Fund TIAA-CREF Funds | 5,785 | 84.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 72 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,516 | 73.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 73 | Venerable US Small Cap Fund Venerable Variable Insurance Trust | 5,210 | 69.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 74 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 4,573 | 60.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 75 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 4,235 | 56.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 76 | AST Small-Cap Equity Portfolio Advanced Series Trust | 4,180 | 55.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 77 | Small Cap Index Trust John Hancock Variable Insurance Trust | 4,087 | 54.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 78 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 3,761 | 49.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 79 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,465 | 50.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 80 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 3,294 | 43.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 81 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,200 | 46.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 82 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 3,139 | 41.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 83 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 3,092 | 41.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 84 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 3,054 | 40.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 85 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,051 | 44.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 86 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,941 | 39.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 87 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,737 | 40.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 88 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 2,575 | 37.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 89 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,530 | 37.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 90 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,525 | 33.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 91 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,479 | 32.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 92 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 2,444 | 32.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 93 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 2,396 | 31.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 94 | Victory Extended Market Index Fund Victory Portfolios III | 2,271 | 33.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 95 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 2,224 | 29.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 96 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,072 | 30.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 97 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,942 | 28.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 98 | Longview Advantage ETF RBB Fund Trust | 1,895 | 25K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 99 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,881 | 25K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 100 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,858 | 24.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
129 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 | |
|---|---|---|---|
| BlackRock, Inc. | 2,038,564 | 27.1M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 1,192,850 | 16.6M $ | as of Mar 31, 2026 |
| MENDON CAPITAL ADVISORS CORP | 1,224,543 | 16.3M $ | as of Mar 31, 2026 |
| Patriot Financial Partners GP II, L.P. | 1,217,531 | 16.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,185,793 | 15.7M $ | as of Mar 31, 2026 |
| North Reef Capital Management LP | 1,135,281 | 15.1M $ | as of Mar 31, 2026 |
| Curi Capital, LLC | 1,004,288 | 13.3M $ | as of Mar 31, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 945,000 | 12.5M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 872,961 | 11.6M $ | as of Mar 31, 2026 |
| Fourthstone LLC | 731,358 | 9.7M $ | as of Mar 31, 2026 |
| SALZHAUER MICHAEL | 689,921 | 9.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 498,327 | 6.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 420,178 | 5.6M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 418,376 | 5.6M $ | as of Mar 31, 2026 |
| CORBYN INVESTMENT MANAGEMENT INC/MD | 270,282 | 3.6M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 270,170 | 3.6M $ | as of Mar 31, 2026 |
| PL Capital Advisors, LLC | 237,241 | 3.2M $ | as of Mar 31, 2026 |
| Petiole USA ltd | 230,222 | 3.1M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 192,408 | 2.6M $ | as of Mar 31, 2026 |
| EJF Capital LP | 189,504 | 2.5M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 171,309 | 2.3M $ | as of Mar 31, 2026 |
| FIRST MANHATTAN CO. LLC. | 166,901 | 2.2M $ | as of Mar 31, 2026 |
| PRUDENTIAL FINANCIAL INC | 165,645 | 2.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 164,316 | 2.2M $ | as of Mar 31, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 160,436 | 2.1M $ | as of Mar 31, 2026 |