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UNTY · Unity Bancorp Inc · Held by Funds

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$57.75 -0.03 (-0.04%)
Russell 2000 member Rebalance outlook locked
Market Cap
$580.16M
Shares
10.04M
Volume · Nov 6 10.02K Avg daily vol (3M) 54.48K

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

Fund Ownership of UNTY by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 9.93% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.36% 236,960
Index ETFs 7.57% 759,762
Active ETFs 1.86% 186,528
Active funds 6.04% 606,864
Unclassified 3.07% 307,982
All registered funds 20.89% 2,098,096
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding UNTY

201 fund positions
Fund Balance Value % of Fund Open
Avantis U.S. Small Cap Value ETF 241,769 $14,029,855 0.05%
VANGUARD TOTAL STOCK MARKET INDEX FUND 219,502 $12,882,572 0.00%
iShares Russell 2000 ETF 202,651 $11,893,587 0.01%
Fidelity Small Cap Index Fund 80,298 $4,728,749 0.01%
VANGUARD EXTENDED MARKET INDEX FUND 76,741 $4,503,929 0.00%
U.S. Targeted Value Portfolio 74,071 $4,362,041 0.03%
Dimensional U.S. Targeted Value ETF 63,978 $3,767,664 0.03%
Adara Smaller Companies Fund 62,170 $3,607,725 0.43%
Royce Capital Fund - Small-Cap Portfolio 57,970 $3,402,259 1.82%
U.S. SMALL CAP VALUE PORTFOLIO 48,938 $2,881,959 0.01%
U.S. SMALL CAP PORTFOLIO 46,697 $2,749,986 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 42,569 $2,470,279 0.01%
iShares Russell 2000 Value ETF 38,145 $2,238,730 0.02%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 37,513 $2,209,141 0.00%
iShares Russell 2000 Growth ETF 37,336 $2,191,250 0.01%
WesMark Small Company Fund 36,900 $2,165,661 1.16%
U.S. MICRO CAP PORTFOLIO 35,569 $2,094,658 0.03%
Royce Small-Cap Value Fund 34,626 $2,032,200 1.82%
Dimensional U.S. Small Cap ETF 33,135 $1,951,320 0.01%
Fidelity Extended Market Index Fund 33,064 $1,918,704 0.00%
ROYCE MICRO-CAP TRUST, INC. 31,688 $1,859,769 0.20%
Putnam Small Cap Value Fund 26,300 $1,526,189 0.50%
EA Bridgeway Omni Small-Cap Value ETF 25,848 $1,517,019 0.06%
iShares Micro-Cap ETF 25,566 $1,500,469 0.10%
Dimensional U.S. Core Equity 2 ETF 23,648 $1,392,631 0.00%
U.S. CORE EQUITY 2 PORTFOLIO 18,147 $1,068,677 0.00%
Schwab Small-Cap Index Fund 18,081 $1,064,790 0.01%
U.S. CORE EQUITY 1 PORTFOLIO 16,677 $982,109 0.00%
Avantis U.S. Small Cap Equity ETF 15,322 $889,136 0.03%
Small Cap Core Portfolio 14,880 $873,307 0.10%
Master Small Cap Index Series 14,039 $823,949 0.01%
Small Cap Value Fund 13,305 $780,870 0.11%
College Retirement Equities Fund - Total Global Stock Account 12,629 $741,196 0.00%
SEI Select Small Cap ETF 12,035 $706,334 0.12%
VANGUARD FINANCIALS INDEX FUND 11,758 $682,317 0.00%
Inspire Small/Mid Cap ETF 11,678 $677,674 0.20%
Fidelity Total Market Index Fund 11,564 $671,059 0.00%
Dimensional US Small Cap Value ETF 11,390 $670,757 0.01%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 10,981 $637,227 0.06%
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF 10,832 $635,730 0.25%
Multi-Manager Small Cap Equity Strategies Fund 10,877 $631,192 0.06%
Barrons 400 ETF 10,433 $605,427 0.26%
Omni Small-Cap Value Fund 10,156 $596,056 0.04%
VANGUARD U.S. MULTIFACTOR ETF 10,191 $591,384 0.06%
Avantis U.S. Small Cap Value Fund 10,137 $588,250 0.03%
Fidelity Series Total Market Index Fund 9,920 $575,658 0.00%
Nuveen Small Cap Blend Index Fund 9,491 $558,925 0.01%
WisdomTree U.S. SmallCap Dividend Fund 9,140 $536,427 0.02%
SIMT Tax-Managed Small/Mid Cap Fund 8,776 $515,063 0.07%
EQ/2000 Managed Volatility Portfolio 8,560 $502,386 0.01%
Showing 1–50 of 201 positions
Key facts CIK 920427 CUSIP 913290102 13F (30d) 47 filings 35 filers Visit website Investor relations