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FISI · Financial Institutions Inc

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$41.68 -0.07 (-0.17%)
Market Cap
$822.74M
Shares
19.71M

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 FISI

207 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 595,014 $18,867,894 0.00%
iShares Russell 2000 ETF 480,054 $15,222,512 0.02%
ProShares Russell 2000 Dividend Growers ETF 202,907 $7,351,321 1.12%
VANGUARD EXTENDED MARKET INDEX FUND 219,362 $6,955,969 0.01%
U.S. SMALL CAP VALUE PORTFOLIO 197,235 $6,719,796 0.04%
Fidelity Small Cap Index Fund 195,165 $6,649,272 0.02%
Avantis U.S. Small Cap Value ETF 183,139 $6,635,126 0.02%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 191,061 $6,058,544 0.16%
iShares Russell 2000 Value ETF 167,999 $5,327,248 0.04%
U.S. Targeted Value Portfolio 127,381 $4,339,871 0.03%
Fidelity Extended Market Index Fund 104,589 $3,789,259 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 100,555 $3,643,108 0.02%
Dimensional U.S. Targeted Value ETF 100,308 $3,417,494 0.02%
Schwab U.S. Small-Cap ETF 94,075 $3,408,337 0.01%
EA Bridgeway Omni Small-Cap Value ETF 101,340 $3,213,491 0.16%
RMB Mendon Financial Services Fund 100,000 $3,171,000 1.39%
U.S. SMALL CAP PORTFOLIO 86,656 $2,952,370 0.02%
SIMT Tax-Managed Small/Mid Cap Fund 80,765 $2,561,058 0.38%
U.S. MICRO CAP PORTFOLIO 70,174 $2,390,828 0.03%
Fidelity Small-Mid Multifactor ETF 68,302 $2,327,049 0.10%
Fidelity Enhanced Small Cap ETF 71,542 $2,268,597 0.06%
Omni Small-Cap Value Fund 70,000 $2,219,700 0.18%
Dimensional U.S. Small Cap ETF 64,630 $2,201,944 0.02%
JPMorgan Small Cap Value Fund 66,944 $2,122,794 0.19%
Hotchkis and Wiley Small Cap Diversified Value Fund 51,351 $2,001,148 0.22%
Dimensional US Small Cap Value ETF 57,429 $1,956,606 0.03%
Avantis U.S. Small Cap Equity ETF 44,718 $1,620,133 0.06%
iShares Micro-Cap ETF 49,570 $1,571,865 0.13%
Schwab Small-Cap Index Fund 42,728 $1,455,743 0.02%
JPMorgan U.S. Small Company Fund 45,201 $1,433,324 0.16%
Dimensional U.S. Core Equity 2 ETF 40,167 $1,368,490 0.00%
Fidelity Total Market Index Fund 36,485 $1,321,852 0.00%
iShares Core S&P Total U.S. Stock Market ETF 38,539 $1,222,072 0.00%
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND 37,045 $1,174,697 0.05%
LSV Small Cap Value Fund 34,400 $1,172,008 0.18%
Fidelity Series Total Market Index Fund 31,817 $1,152,730 0.00%
VANGUARD FINANCIALS INDEX FUND 30,741 $1,113,746 0.01%
SmallCap Value Fund II 31,785 $1,082,915 0.09%
WisdomTree U.S. SmallCap Dividend Fund 33,377 $1,058,385 0.05%
Master Small Cap Index Series 32,558 $1,032,414 0.02%
U.S. CORE EQUITY 2 PORTFOLIO 29,131 $992,493 0.00%
U.S. CORE EQUITY 1 PORTFOLIO 28,787 $980,773 0.00%
VANGUARD U.S. VALUE FACTOR ETF 23,452 $849,666 0.10%
Nuveen Small Cap Blend Index Fund 24,345 $829,434 0.02%
Avantis U.S. Small Cap Value Fund 22,765 $824,776 0.05%
Fidelity Small Cap Value Index Fund 24,402 $773,787 0.04%
AST Small-Cap Equity Portfolio 23,480 $744,551 0.04%
PGIM Quant Solutions Small-Cap Value Fund 21,300 $725,691 0.18%
Invesco RAFI US 1500 Small-Mid ETF 21,213 $722,727 0.03%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 18,847 $682,827 0.07%
Showing 1–50 of 207 positions
Key facts CIK 862831 CUSIP 317585404 13F (30d) 151 filings 149 filers Visit website

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