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Coastal Financial Corporation

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Funds holding the stock

Sorted by market value, the list below shows funds with Coastal Financial Corporation stocks. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol
Mkt value
Weight
Issuer
Management style
Focus
Expense ratio
AUM
Price
Chg %
Rel vol
NAV total return
3Y
IWMiShares Russell 2000 Index Fund
24.4 M USD0.03%
BlackRock, Inc.
Passive
Small cap
0.19%78.94 B USD291.17 USD−0.31%0.94+53.55%
KREState Street SPDR S&P Regional Banking ETF
17.03 M USD0.38%
State Street Corp.
Passive
Financials
0.35%4.29 B USD75.73 USD+0.77%0.80+68.35%
IWOiShares Russell 2000 Growth Fund
8.73 M USD0.06%
BlackRock, Inc.
Passive
Small cap
0.24%14.48 B USD370.23 USD−1.01%1.25+50.75%
VTWOVanguard Russell 2000 ETF
5.9 M USD0.03%
The Vanguard Group, Inc.
Passive
Small cap
0.06%16.88 B USD117.71 USD−0.32%0.59+54.33%
DFMCU.S. Micro Cap Portfolio: ETF Class Shares
4.02 M USD0.05%
Dimensional Holdings, Inc.
Active
Micro cap
0.41%166.99 M USD59.69 USD+0.18%0.52—
IWCiShares Microcap ETF
3.25 M USD0.23%
BlackRock, Inc.
Passive
Micro cap
0.60%1.44 B USD187.19 USD−0.72%1.15+70.96%
AVSCAvantis U.S Small Cap Equity ETF
1.86 M USD0.06%
American Century Cos., Inc.
Active
Small cap
0.25%3.02 B USD72.29 USD+0.18%0.70+35.27%
ZPRRState Street SPDR RUSSELL 2000 U.S. SMALL CAP UCITS ETF Accum Ptg USD
1.65 M USD0.03%
State Street Corp.
Passive
Small cap
0.30%5.32 B USD75.81 EUR+0.73%0.37+48.49%
R2EHState Street SPDR RUSSELL 2000 U.S. SMALL CAP UCITS ETF Accum Shs - Hedged EUR
1.65 M USD0.03%
State Street Corp.
Passive
Small cap
0.46%176.29 M USD10.016 EUR−0.18%0.00—
VFHVanguard Financials ETF
1.64 M USD0.01%
The Vanguard Group, Inc.
Passive
Financials
0.09%13.37 B USD137.81 USD+0.89%1.04+68.40%
DFATDimensional U.S. Targeted Value ETF
1.43 M USD0.01%
Dimensional Holdings, Inc.
Active
Extended market
0.28%14.35 B USD70.57 USD+0.92%0.70+49.92%
DPSTDirexion Daily Regional Banks Bull 3X ETF
1.24 M USD0.35%
Rafferty Asset Management LLC
Passive
Financials
0.92%455.63 M USD144.32 USD+2.10%0.91+68.79%
VTWGVanguard Russell 2000 Growth ETF
1.1 M USD0.06%
The Vanguard Group, Inc.
Passive
Small cap
0.06%1.49 B USD270.14 USD−1.06%0.81+51.34%
XRS2Xtrackers Russell 2000 UCITS ETF
858.28 K USD0.03%
Deutsche Bank AG
Passive
Small cap
0.30%2.83 B USD384.65 EUR+0.75%0.24+49.20%
AIMSAcuitas Small Cap Active ETF
797.15 K USD0.90%
Acuitas Investments LLC
Active
Small cap
0.75%87.07 M USD27.96 USD−0.30%0.27—
PRFZInvesco RAFI US 1500 Small-Mid ETF
689.63 K USD0.03%
Invesco Ltd.
Passive
Extended market
0.34%2.76 B USD53.44 USD−0.26%0.60+52.16%
RSSLGlobal X Russell 2000 ETF
451.6 K USD0.03%
Mirae Asset Global Investments Co., Ltd.
Passive
Small cap
0.08%1.49 B USD113.96 USD−0.31%0.04+33.89%
QABAFirst Trust NASDAQ ABA Community Bank Index Fund
402.96 K USD0.44%
AJM Ventures LLC
Passive
Financials
0.60%91.23 M USD68.23 USD+1.08%2.12+59.91%
FNCLFidelity MSCI Financials Index ETF
247.58 K USD0.01%
FMR LLC
Passive
Financials
0.08%2.33 B USD80.22 USD+0.88%1.62+68.41%
EESWisdomTree U.S. SmallCap Fund
207.98 K USD0.03%
WisdomTree, Inc.
Passive
Small cap
0.38%714.47 M USD67.24 USD+0.33%1.04+46.88%
HUMHamilton U.S Mid-Cap Financials ETF Trust Units New
198.97 K USD1.30%
Hamilton Capital Partners, Inc.
Active
Financials
0.96%15.84 M USD38.30 CAD+2.24%0.00+58.15%
ISCGiShares Morningstar Small-Cap Growth ETF
169.65 K USD0.02%
BlackRock, Inc.
Passive
Small cap
0.06%970.2 M USD62.33 USD−0.40%0.49+49.18%
VMOVanguard Global Momentum Factor ETF
143.66 K USD0.07%
The Vanguard Group, Inc.
Active
Total market
0.44%348.07 M USD93.14 CAD−1.95%0.48+107.63%
MSSMMorgan Stanley Pathway Small-Mid Cap Equity ETF
120.27 K USD0.02%
Morgan Stanley
Active
Extended market
0.62%709.4 M USD59.32 USD+0.02%0.89+30.42%
SC0KInvesco Russell 2000 UCITS ETF
108.83 K USD0.03%
Invesco Ltd.
Passive
Small cap
0.45%333.86 M USD132.84 EUR+0.68%0.07+50.11%
ISCViShares Morningstar Small-Cap Value ETF
99.26 K USD0.01%
BlackRock, Inc.
Passive
Small cap
0.06%681.7 M USD78.96 USD+0.90%0.74+46.48%
RUSCRussell Investments U.S. Small Cap Equity ETF
73.66 K USD0.15%
Russell Investments Group Ltd.
Active
Small cap
0.64%79.7 M USD37.75 USD−0.35%0.54—
ACSGAmerican Century Small Cap Growth Insights ETF
73.34 K USD0.28%
American Century Cos., Inc.
Active
Small cap
0.49%25.87 M USD47.73 USD−0.75%0.31—
RTWOL&G Russell 2000 US Small Cap Quality UCITS ETF67.35 K USD0.03%
Legal & General Group Plc
Passive
Small cap
0.30%216.13 M USD141.25 USD+1.10%1.01+51.29%
OMFSInvesco Russell 2000 Dynamic Multifactor ETF
54.72 K USD0.02%
Invesco Ltd.
Passive
Small cap
0.39%281.17 M USD52.31 USD+0.04%1.10+44.33%
ITWOProShares Russell 2000 High Income ETF
51.4 K USD0.03%
ProShare Advisors LLC
Passive
Small cap
0.55%197.58 M USD45.34 USD−0.35%0.69+36.82%
URTYProShares UltraPro Russell2000
32.27 K USD0.01%
ProShare Advisors LLC
Passive
Small cap
0.95%330.5 M USD78.88 USD−1.00%0.95+70.88%
UWMProShares Ultra Russell2000
28.08 K USD0.01%
ProShare Advisors LLC
Passive
Small cap
0.95%246.99 M USD62.93 USD−0.51%0.76+71.84%
EBITHarbor AlphaEdge Small Cap Earners ETF
8.01 K USD0.07%
ORIX Corp.
Passive
Small cap
0.29%11.96 M USD39.96 USD+0.38%2.65+27.24%
RSSLGlobal X Russell 2000 ETF Exchange Traded Fund Units
5.34 K USD0.03%
Mirae Asset Global Investments Co., Ltd.
Passive
Small cap
—17.72 M USD11.62 AUD−0.09%2.83—
FAUSFidelity Advanced U.S. Equity Fund Series ETF Trust Units
3.63 K USD0.06%
483A Bay Street Holdings LP
Active
Total market
0.90%1.55 M USD28.83 CAD+0.17%0.00—
SQLTiShares MSCI USA Small-Cap Quality Factor ETF
2.82 K USD0.04%
BlackRock, Inc.
Passive
Small cap
0.20%6.78 M USD28.36 USD+0.54%0.43—
HDGProShares Hedge Replication ETF
938 USD0.00%
ProShare Advisors LLC
Passive
Multi-strategy
0.95%21.97 M USD54.13 USD−0.06%0.54+21.81%
RBProShares Russell 2000 Dynamic Buffer ETF
289 USD0.02%
ProShare Advisors LLC
Passive
Downside hedge
0.58%1.17 M USD46.79 USD−0.30%0.08—
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