As of the latest SEC filings, FIRST FOUNDATION INC (FFWM) is held by 95 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $13,730,592.10 in market value, representing a significant portion of its portfolio.
Funds holding FIRST FOUNDATION INC (FFWM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FFWM
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $13,730,592.10 | 2,327,219 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $9,204,513.30 | 1,560,087 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $5,583,276.20 | 946,318 | Mar 31, 2026 | May 28, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.14% | $5,105,199.20 | 865,288 | Mar 31, 2026 | May 28, 2026 |
|
RMBKX
RMB Mendon Financial Services Fund
|
MF | Independent / Boutique | 1.71% | $3,884,477.40 | 658,386 | Mar 31, 2026 | May 21, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.03% | $3,263,384.40 | 553,116 | Mar 31, 2026 | May 28, 2026 |
|
HWVIX
Hotchkis and Wiley Small Cap Diversified Value Fund
|
MF | Independent / Boutique | 0.38% | $3,175,362.30 | 538,197 | Mar 31, 2026 | Jun 1, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,347,553.88 | 399,924 | Feb 28, 2026 | Apr 24, 2026 |
|
BXMYX
Blackstone Alternative Multi-Strategy Fund
|
MF | Independent / Boutique | 0.06% | $2,248,855.80 | 381,162 | Mar 31, 2026 | May 27, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,965,000.11 | 334,753 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,849,537.21 | 315,083 | Feb 28, 2026 | Apr 28, 2026 |
|
-
AST Small-Cap Equity Portfolio
|
ETF | Independent / Boutique | 0.07% | $1,379,903.80 | 233,882 | Mar 31, 2026 | May 27, 2026 |
|
CZMSX
Multi-Manager Small Cap Equity Strategies Fund
|
MF | Columbia Threadneedle | 0.09% | $1,130,562.00 | 192,600 | Feb 28, 2026 | Apr 27, 2026 |
|
-
Columbia Variable Portfolio - Small Cap Value Fund
|
ETF | Columbia Threadneedle | 0.24% | $952,696.60 | 161,474 | Mar 31, 2026 | May 28, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.08% | $941,173.90 | 159,521 | Mar 31, 2026 | May 28, 2026 |
|
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
ETF | BlackRock / iShares | 0.00% | $882,103.10 | 149,509 | Mar 31, 2026 | May 28, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.04% | $851,050.21 | 144,983 | Feb 28, 2026 | Apr 29, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $834,085.91 | 142,093 | Feb 28, 2026 | Apr 24, 2026 |
|
MXTFX
Empower Small Cap Value Fund
|
MF | Empower / Great-West | 0.13% | $761,813.91 | 129,121 | Mar 31, 2026 | May 20, 2026 |
|
VFAIX
VANGUARD FINANCIALS INDEX FUND
|
ETF | Vanguard | 0.01% | $729,482.51 | 124,273 | Feb 28, 2026 | Apr 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $676,141.82 | 115,186 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $628,863.30 | 106,587 | Mar 31, 2026 | May 28, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.03% | $455,727.80 | 77,242 | Mar 31, 2026 | May 26, 2026 |
|
ARB
AltShares Merger Arbitrage ETF
|
ETF | Independent / Boutique | 0.38% | $392,215.79 | 66,817 | Feb 28, 2026 | Apr 28, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.01% | $372,260.50 | 63,095 | Mar 31, 2026 | May 26, 2026 |
Advertisement (320x50)