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FBIZ · First Business Financial Services, Inc.

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$71.44 -0.39 (-0.54%) At close · Aug 14
Market Cap
$597.83M
Shares
8.37M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding FBIZ

178 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 237,417 $12,803,899 0.00%
Avantis U.S. Small Cap Value ETF 216,410 $12,447,903 0.05%
iShares Russell 2000 ETF 204,155 $11,010,079 0.02%
Regional Bank Fund 133,317 $7,492,415 0.86%
BlackRock Advantage Small Cap Core Fund 125,652 $7,227,503 0.14%
U.S. SMALL CAP VALUE PORTFOLIO 106,411 $5,980,298 0.03%
VANGUARD EXTENDED MARKET INDEX FUND 94,757 $5,110,245 0.01%
John Hancock Financial Opportunities Fund 91,858 $4,953,902 0.70%
Fidelity Small Cap Index Fund 77,779 $4,371,180 0.01%
U.S. Targeted Value Portfolio 76,778 $4,314,924 0.03%
iShares Russell 2000 Value ETF 64,685 $3,488,462 0.03%
Adara Smaller Companies Fund 55,039 $3,165,843 0.38%
Dimensional U.S. Targeted Value ETF 48,820 $2,743,684 0.02%
U.S. SMALL CAP PORTFOLIO 47,250 $2,655,450 0.01%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 46,703 $2,624,709 0.00%
Fidelity Extended Market Index Fund 41,800 $2,404,336 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 40,889 $2,351,935 0.01%
EA Bridgeway Omni Small-Cap Value ETF 41,982 $2,264,089 0.11%
Federated Hermes MDT Small Cap Core Fund 35,085 $1,971,777 0.10%
Omni Small-Cap Value Fund 35,400 $1,909,122 0.16%
U.S. MICRO CAP PORTFOLIO 33,095 $1,859,939 0.02%
Dimensional US Small Cap Value ETF 33,077 $1,858,927 0.02%
Dimensional U.S. Small Cap ETF 27,466 $1,543,589 0.01%
First Trust Dow Jones Select MicroCap Index Fund 26,472 $1,427,635 0.63%
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund 23,388 $1,261,315 0.84%
iShares Micro-Cap ETF 20,206 $1,089,710 0.09%
Federated Hermes MDT Small Cap Core ETF 17,542 $1,009,016 0.36%
Schwab Small-Cap Index Fund 17,630 $990,806 0.01%
Dimensional U.S. Core Equity 2 ETF 17,430 $979,566 0.00%
Avantis U.S. Small Cap Equity ETF 16,429 $944,996 0.03%
U.S. CORE EQUITY 2 PORTFOLIO 16,613 $933,651 0.00%
Fidelity Total Market Index Fund 15,826 $910,312 0.00%
Diversified Equity Master Portfolio 13,473 $726,599 0.02%
Small Cap Value Fund 13,457 $725,736 0.12%
Fidelity Series Total Market Index Fund 12,605 $725,040 0.00%
Master Small Cap Index Series 13,138 $708,532 0.01%
Franklin Mutual Small-Mid Cap Value Fund 12,246 $688,225 0.31%
iShares US Small Cap Value Factor ETF 12,617 $680,435 0.40%
U.S. CORE EQUITY 1 PORTFOLIO 11,983 $673,445 0.00%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 10,938 $629,154 0.06%
BlackRock Advantage Small Cap Growth Fund 9,841 $530,725 0.08%
Nuveen Equity Index Fund 8,944 $502,653 0.00%
EQ/2000 Managed Volatility Portfolio 9,159 $493,945 0.01%
Fidelity Small Cap Value Index Fund 9,078 $489,577 0.03%
Nuveen Small Cap Blend Index Fund 8,378 $470,844 0.01%
Avantis U.S. Small Cap Value Fund 7,904 $454,638 0.03%
WisdomTree U.S. SmallCap Dividend Fund 8,277 $446,379 0.02%
GATOR CAPITAL LONG/SHORT FUND 7,500 $421,500 0.52%
LVIP State Street Small-Cap Index Fund 5,700 $360,069 0.02%
Strategic Advisers U.S. Total Stock Fund 5,976 $343,740 0.00%
Showing 1–50 of 178 positions
Key facts CIK 1521951 CUSIP 319390100 13F (30d) 134 filings 131 filers Visit website Investor relations

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