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Funds Holding BankUnited Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in BankUnited Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of BKU →
Funds holding
94
as of 2026-07-31
Reported value
$441.4M
summed across funds
Fund families
40
named trusts
Largest conviction
4.41%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
CRM LONG/SHORT OPPORTUNITIESCRM Mutual Fund Trust498.2K sh$23.2M4.41%
CRM SMALL/MID CAP VALUE FUNDCRM Mutual Fund Trust150.1K sh$7M3.87%
CRM SMALL CAP VALUE FUNDCRM Mutual Fund Trust55K sh$2.6M3.51%
Hennessy Small Cap Financial FundHennessy Funds Trust50K sh$2.3M3.03%
CRM MID CAP VALUE FUNDCRM Mutual Fund Trust154K sh$7.2M2.65%
CRM ALL CAP VALUE FUNDCRM Mutual Fund Trust9.4K sh$438.6K2.22%
Knights of Columbus Small Cap Equity FundADVISORS' INNER CIRCLE III52.7K sh$2.5M1.17%
Columbia Small Cap Value Discovery FundCOLUMBIA FUNDS SERIES TRUST I485.5K sh$22.6M0.91%
Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST122.5K sh$5.7M0.87%
Direxion Daily Regional Banks Bull 3X SharesDirexion Shares ETF Trust70.9K sh$3.3M0.77%
Invesco S&P SmallCap Value with Momentum ETFInvesco Exchange-Traded Fund Trust98.1K sh$4.6M0.68%
Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Series321.8K sh$15M0.67%
BANKS ULTRASECTOR PROFUNDProFunds1.4K sh$67.4K0.66%
Eventide Small Cap ETFStrategy Shares4.3K sh$200.5K0.56%
Nuveen Quant Small/Mid Cap Equity FundTIAA-CREF Funds164.7K sh$7.7M0.29%
Nuveen Quant Small Cap Equity FundTIAA-CREF Funds241.9K sh$11.3M0.28%
U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC1M sh$47.8M0.25%
Fidelity SAI Small-Mid Cap Momentum Index FundFidelity Salem Street Trust211.1K sh$9.8M0.24%
First Trust Small Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund9.9K sh$460.2K0.24%
Dimensional US Small Cap Value ETFDimensional ETF Trust416.2K sh$19.4M0.24%
Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust575 sh$26.8K0.22%
BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.34K sh$1.6M0.19%
SMALL-CAP VALUE PROFUNDProFunds317 sh$14.8K0.19%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust164.4K sh$7.7M0.19%
SmallCap S&P 600 Index FundPrincipal Funds, Inc53.6K sh$2.5M0.19%
SmallCap Value Fund IIPrincipal Funds, Inc50.2K sh$2.3M0.19%
First Trust Small Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund54K sh$2.5M0.18%
SMALL-CAP GROWTH PROFUNDProFunds331 sh$15.4K0.18%
Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST93.1K sh$4.3M0.18%
Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust660 sh$30.8K0.17%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC259.8K sh$12.1M0.15%
Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC28.9K sh$1.3M0.15%
Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO65.1K sh$3M0.15%
U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC531.2K sh$24.8M0.15%
Dimensional U.S. Targeted Value ETFDimensional ETF Trust456.3K sh$21.3M0.15%
BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust2.7K sh$123.6K0.14%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC552K sh$25.8M0.13%
U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC17.6K sh$821.2K0.13%
Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust2.5K sh$114.3K0.12%
Fidelity Small-Mid Multifactor ETFFidelity Covington Trust65.9K sh$3.1M0.12%
Fidelity Flex Small Cap Index FundFidelity Salem Street Trust10.9K sh$509.4K0.12%
JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust17.3K sh$806.8K0.12%
Nuveen Small Cap Blend Index FundTIAA-CREF Funds98.8K sh$4.6M0.11%
Global X Russell 2000 ETFGLOBAL X FUNDS35.8K sh$1.7M0.11%
Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST181.4K sh$8.5M0.11%
Fidelity Small Cap Index FundFidelity Salem Street Trust817.1K sh$38.1M0.11%
U.S. Small Cap Equity FundRUSSELL INVESTMENT CO21.7K sh$1M0.10%
SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST7.8K sh$363.8K0.10%
iShares Morningstar Small-Cap Value ETFiShares Trust13.9K sh$648.9K0.09%
Dimensional U.S. Small Cap ETFDimensional ETF Trust283.9K sh$13.2M0.09%
Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc3.5K sh$163.8K0.08%
ULTRA SMALL CAP PROFUNDProFunds961 sh$44.8K0.08%
Old Westbury Small & Mid Cap Strategies FundOld Westbury Funds Inc121K sh$5.6M0.06%
Column Small Cap FundTrust for Professional Managers5.8K sh$262.6K0.05%
Victory Extended Market Index FundVictory Portfolios III8.3K sh$388.5K0.05%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust26.8K sh$1.2M0.05%
First Trust Multi Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund1.7K sh$79.5K0.05%
iShares Morningstar Small-Cap ETFiShares Trust2.8K sh$131.4K0.05%
Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust104 sh$4.9K0.04%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC48.3K sh$2.3M0.04%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds11.5K sh$534.8K0.04%
Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST19.5K sh$910K0.04%
Dimensional US Vector Equity ETFDimensional ETF Trust4.4K sh$205.5K0.04%
SMALL-CAP PROFUNDProFunds63 sh$2.9K0.04%
American Beacon Small Cap Value FundAMERICAN BEACON FUNDS25.9K sh$1.2M0.03%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust14.1K sh$656K0.03%
SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST482 sh$22.5K0.02%
Intech S&P Small-Mid Cap Diversified Alpha ETFTidal Trust III538 sh$25.1K0.02%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust177.1K sh$8.3M0.02%
Dimensional U.S. Marketwide Value ETFDimensional ETF Trust56K sh$2.6M0.02%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC138.1K sh$6.4M0.02%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC8.8K sh$410.8K0.02%
Dimensional US Core Equity 1 ETFDimensional ETF Trust11.3K sh$527.6K0.02%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust32.5K sh$1.5M0.02%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS297.4K sh$13.9M0.01%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC17.7K sh$826.2K0.01%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC85.4K sh$4M0.01%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust3.6K sh$168K0.01%
SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST1.2K sh$57K0.01%
Dimensional US Core Equity Market ETFDimensional ETF Trust17.6K sh$821.5K0.01%
Nuveen Equity Index FundTIAA-CREF Funds80.8K sh$3.8M0.01%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III416 sh$19.4K0.01%
Dimensional U.S. Equity Market ETFDimensional ETF Trust23.7K sh$1.1M0.01%
iShares Total U.S. Stock Market Index FundBlackRock Funds5.1K sh$238.3K0.01%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST45.5K sh$2.1M0.00%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust39.4K sh$1.8M0.00%
E*TRADE No Fee Total Market Index FundE Trade Trust109 sh$5.1K0.00%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds2.2K sh$101.5K0.00%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS52.2K sh$2.4M0.00%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds1.3K sh$58.5K0.00%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds2.9K sh$134.5K0.00%
THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds1.4K sh$65.1K0.00%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds204 sh$9.5K0.00%
SmallCap Growth Fund IPrincipal Funds, Inc310 sh$14.5K0.00%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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