As of the latest SEC filings, UNITY BANCORP INC /NJ/ (UNTY) is held by 192 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $11,376,788.66 in market value, representing a significant portion of its portfolio.
Funds holding UNITY BANCORP INC /NJ/ (UNTY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UNTY
- CIK:
- 0000920427
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $11,376,788.66 | 219,502 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.04% | $9,774,673.11 | 183,769 | Feb 28, 2026 | Apr 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $9,602,595.93 | 185,271 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,941,205.03 | 76,041 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $3,872,431.88 | 74,071 | Apr 30, 2026 | Jun 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $3,731,066.76 | 71,367 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Adara Smaller Companies Fund
|
ETF | Independent / Boutique | 0.43% | $3,306,822.30 | 62,170 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $3,139,570.84 | 60,053 | Apr 30, 2026 | Jun 29, 2026 |
|
RCSSX
Royce Capital Fund - Small-Cap Portfolio
|
MF | Independent / Boutique | 1.81% | $3,091,348.52 | 59,644 | Mar 31, 2026 | May 21, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,586,187.04 | 49,468 | Apr 30, 2026 | Jun 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.13% | $2,583,621.84 | 49,848 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,441,319.16 | 46,697 | Apr 30, 2026 | Jun 24, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.00% | $1,933,471.24 | 36,983 | Apr 30, 2026 | Jun 26, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,926,807.75 | 36,225 | Feb 28, 2026 | Apr 28, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.16% | $1,873,965.48 | 36,156 | Mar 31, 2026 | May 21, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $1,859,547.32 | 35,569 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,847,022.75 | 34,725 | Feb 28, 2026 | Apr 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,809,903.60 | 34,920 | Mar 31, 2026 | May 28, 2026 |
|
RYVFX
Royce Small-Cap Value Fund
|
MF | Independent / Boutique | 1.81% | $1,794,665.58 | 34,626 | Mar 31, 2026 | May 21, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,732,297.80 | 33,135 | Apr 30, 2026 | Jun 29, 2026 |
|
RMT
ROYCE MICRO-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.24% | $1,642,389.04 | 31,688 | Mar 31, 2026 | May 21, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.01% | $1,491,667.40 | 28,780 | Mar 31, 2026 | May 28, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $1,236,317.44 | 23,648 | Apr 30, 2026 | Jun 29, 2026 |
|
WMKSX
WesMark Small Company Fund
|
MF | Independent / Boutique | 0.70% | $1,083,247.00 | 20,900 | Mar 31, 2026 | May 27, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.08% | $962,586.76 | 18,572 | Mar 31, 2026 | May 28, 2026 |
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