As of the latest SEC filings, Northwest Bancshares, Inc. (NWBI) is held by 243 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $111,278,901.87 in market value, representing 0.12% of its portfolio.
Funds holding Northwest Bancshares, Inc. (NWBI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- NWBI
- CIK:
- 0001471265
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.12% | $111,278,901.87 | 8,769,023 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $58,586,823.99 | 4,616,771 | Mar 31, 2026 | May 28, 2026 |
|
SCHD
Schwab U.S. Dividend Equity ETF
|
ETF | Charles Schwab | 0.07% | $56,066,869.35 | 4,503,363 | Feb 28, 2026 | Apr 24, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.06% | $45,037,393.74 | 3,549,046 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.03% | $42,733,917.63 | 3,367,527 | Mar 31, 2026 | May 28, 2026 |
|
FVD
First Trust Value Line Dividend Index Fund
|
ETF | First Trust | 0.43% | $34,586,087.40 | 2,725,460 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.15% | $27,541,670.52 | 1,991,444 | Apr 30, 2026 | Jun 24, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.04% | $27,225,950.85 | 2,145,465 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $20,566,289.61 | 1,620,669 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.06% | $20,137,821.51 | 1,456,097 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.24% | $18,101,866.23 | 1,426,467 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.12% | $16,733,973.06 | 1,318,674 | Mar 31, 2026 | May 28, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.39% | $15,969,464.01 | 1,258,429 | Mar 31, 2026 | May 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.13% | $15,752,883.78 | 1,241,362 | Mar 31, 2026 | May 28, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.41% | $15,256,374.84 | 1,202,236 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.10% | $13,767,972.45 | 995,515 | Apr 30, 2026 | Jun 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.09% | $13,653,750.48 | 987,256 | Apr 30, 2026 | Jun 24, 2026 |
|
FGD
First Trust Dow Jones Global Select Dividend Index Fund
|
ETF | First Trust | 1.08% | $13,649,224.41 | 1,075,589 | Mar 31, 2026 | May 21, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.15% | $11,136,261.75 | 805,225 | Apr 30, 2026 | Jun 29, 2026 |
|
GTCSX
Small Cap Equity Portfolio
|
MF | Independent / Boutique | 1.10% | $10,864,460.76 | 785,572 | Apr 30, 2026 | Jun 4, 2026 |
|
MCVSX
Victory Integrity Small-Cap Value Fund
|
MF | Independent / Boutique | 1.03% | $10,596,150.00 | 835,000 | Mar 31, 2026 | May 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.14% | $10,478,036.73 | 757,631 | Apr 30, 2026 | Jun 24, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.10% | $9,851,906.88 | 776,352 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $9,650,194.20 | 775,116 | Feb 28, 2026 | Apr 24, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.24% | $9,640,466.10 | 759,690 | Mar 31, 2026 | May 28, 2026 |
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