FINANCIAL INSTITUTIONS COM is a security (CUSIP 317585404) tracked across SEC portfolio filings. 157 institutional managers reported $500.6M on Form 13F as of 2026-06-30; 15 registered fund positions totaling $16.2M via N-PORT as of 2026-05-31.
Showing 15 of 157 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| PL Capital Advisors, LLC | NAPLES, FL | $70.8M | 1,816,102 |
| BlackRock, Inc. | New York, NY | $46.9M | 1,478,072 |
| VANGUARD GROUP INC | Valley Forge, PA | $36.1M | 1,157,026 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $30.4M | 957,667 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Boston, MA | $30.1M | 948,441 |
| WELLINGTON MANAGEMENT GROUP LLP | BOSTON, MA | $28.6M | 900,493 |
| STATE STREET CORP | BOSTON, MA | $18.5M | 579,119 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $18.0M | 568,696 |
| Ategra Capital Management, LLC | VIENNA, VA | $17.9M | 564,100 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $11.1M | 349,028 |
| TWO SIGMA INVESTMENTS, LP | New York, NY | $8.7M | 274,740 |
| MORGAN STANLEY | NEW YORK, NY | $8.3M | 260,727 |
| ALLIANCEBERNSTEIN L.P. | NASHVILLE, TN | $7.9M | 253,226 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $7.8M | 245,175 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $7.5M | 242,921 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $7.0M | 0.85% |
| VANGUARD RUSSELL 2000 INDEX FUND | VANGUARD SCOTTSDALE FUNDS | $3.6M | 2.08% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $2.4M | 3.20% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $1.0M | 2.14% |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | Goldman Sachs ETF Trust | $683K | 6.92% |
| Bridge Builder Tax Managed Small/Mid Cap Fund | Bridge Builder Trust | $584K | 1.93% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $351K | 0.06% |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | VANGUARD INSTITUTIONAL INDEX FUNDS | $316K | 0.10% |
| Vericimetry U.S. Small Cap Value Fund | VERICIMETRY FUNDS | $94K | 5.62% |
| DWS Small Cap Index VIP | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $86K | 2.05% |
| Longview Advantage ETF | RBB Fund Trust | $44K | 0.67% |
| TIAA Separate Account VA-1 - Stock Index Account | TIAA Separate Account VA-1 | $17K | 0.13% |
| Blackstone Alternative Multi-Strategy Fund | Blackstone Alternative Investment Funds | $16K | 0.04% |
| Putnam Multi-Asset Income Fund | Putnam Asset Allocation Funds | $11K | 0.12% |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO | Thrivent Series Fund, Inc. | $8K | 0.15% |