CBY - Community Financial System, Inc. Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (DB)

Community Financial System, Inc.
DE ˙ DB ˙ US2036071064
51,00 € ↓ -1,00 (-1,92%)
2026-03-06
DEL PRIS
Grundlæggende statistik
Institutionelle ejere 344 total, 340 long only, 3 short only, 1 long/short - change of -35,58% MRQ
Del pris 51,00
Gennemsnitlig porteføljeallokering 0.0730 % - change of -43,14% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 41.186.462 - 78,12% (ex 13D/G) - change of -10,54MM shares -20,37% MRQ
Institutionel værdi (lang) $ 2.305.848 USD ($1000)
Institutionelt ejerskab og aktionærer

Community Financial System, Inc. (DE:CBY) har 344 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 41,252,657 aktier. Største aktionærer omfatter BlackRock, Inc., Vanguard Group Inc, Neuberger Berman Group LLC, State Street Corp, Morgan Stanley, Dimensional Fund Advisors Lp, Fmr Llc, Geode Capital Management, Llc, Nfj Investment Group, Llc, and Norges Bank .

Community Financial System, Inc. (DB:CBY) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of March 6, 2026 is 51,00 / share. Previously, on March 7, 2025, the share price was 54,50 / share. This represents a decline of 6,42% over that period.

DE:CBY / Community Financial System, Inc. Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

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13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)		 Aktier Δ Aktier
(%)		 Rapporteret
Værdi
($1000)		 Δ Værdi
(%)		 Port Alloc
(%)
2026-02-11 13F Deutsche Bank Ag\ 42.724 4,60 2.454 2,46
2025-11-13 13F Hsbc Holdings Plc 0 -100,00 0 -100,00
2026-02-13 13F Nfj Investment Group, Llc 695.820 -4,16 39.968 -6,13
2026-02-13 13F Ubs Asset Management Americas Inc 118.586 7,51 6.812 5,30
2026-01-28 13F Aureum Wealth Management, LLC 7.350 422
2025-09-24 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.600 0,00 190 -3,57
2026-02-09 13F Legal & General Group Plc 134.944 -3,58 7.751 -5,54
2026-02-02 13F Danske Bank A/s 200 0,00 11 0,00
2026-02-17 13F Bank Of America Corp /de/ 579.353 -8,94 33.278 -10,81
2025-09-24 NP FYC - First Trust Small Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30.104 -15,56 1.586 -18,50
2026-01-29 13F UBS Group AG 204.127 -26,16 11.725 -27,67
2026-02-09 13F Hartland & Co., LLC 0 -100,00 0
2026-01-29 13F Vanguard Group Inc 6.275.222 -0,60 360.449 -2,64
2025-11-04 13F Raleigh Capital Management Inc. 0 -100,00 0
2026-01-29 13F Teachers Retirement System Of The State Of Kentucky 13.297 -11,75 1
2025-11-14 13F Mariner, LLC 0 -100,00 0
2026-02-17 13F Adage Capital Partners Gp, L.l.c. 38.147 38,70 2.191 35,92
2026-02-06 13F Profund Advisors Llc 6.059 42,16 348 39,76
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.705 0,00 301 -3,54
2026-02-17 13F Citadel Advisors Llc 82.381 130,18 4.732 125,50
2026-02-17 13F Raymond James Financial Inc 14.966 34,22 860 31,55
2026-02-09 13F Huntington National Bank 0 -100,00 0
2026-02-13 13F BNP Paribas Asset Management Holding S.A. 765 43,53 0
2026-02-11 13F Franklin Resources Inc 12.548 -0,85 721 -2,96
2026-02-13 13F Charles Schwab Investment Management Inc 635.048 -0,47 36.477 -2,51
2026-02-06 13F HighTower Advisors, LLC 16.792 0,09 965 -1,93
2026-02-11 13F Jpmorgan Chase & Co 96.485 -13,82 5.542 -15,58
2026-01-21 13F SJS Investment Consulting Inc. 5 0,00 0
2026-01-30 13F Torren Management, LLC 35 2
2025-09-29 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 6.022 1,31 317 -2,16
2025-09-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.892 -2,64 521 -5,96
2026-01-16 13F DiNuzzo Private Wealth, Inc. 10 0,00 1
2026-02-12 13F MetLife Investment Management, LLC 29.421 -4,44 1.690 -6,43
2026-02-13 13F Transamerica Financial Advisors, Inc. 139 8
2026-01-20 13F Hanson & Doremus Investment Management 7.674 2,09 0
2026-02-13 13F MAI Capital Management 16 1
2025-09-25 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15.875 0,00 837 -3,46
2026-01-12 13F Rialto Wealth Management, LLC 7 40,00 0
2026-02-09 13F Quest Partners LLC 8.959 447.850,00 515
2026-02-02 13F Truist Financial Corp 12.205 1,79 701 -0,28
2025-09-26 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 28.319 0,00 1.492 -3,43
2025-09-25 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31.793 5,74 1.675 2,07
2026-01-27 13F Zurcher Kantonalbank (Zurich Cantonalbank) 16.578 0,00 952 -2,06
2026-02-13 13F Wells Fargo & Company/mn 80.286 32,65 4.612 29,92
2026-02-17 13F Susquehanna Portfolio Strategies, LLC 34.473 0,00 1.980 -2,03
2025-09-16 NP BWNYX - Greater Western New York Series 1.200 0,00 63 -3,08
2026-01-26 13F Cwm, Llc 977 8,68 0
2025-09-25 NP DFSU - Dimensional US Sustainability Core 1 ETF 4.579 3,13 241 -0,41
2026-02-13 13F Mml Investors Services, Llc 20.378 1,45 1.171 -0,59
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 53 3
2025-09-25 NP DFAU - Dimensional US Core Equity Market ETF 9.376 0,00 494 -3,33
2025-09-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15.883 0,84 837 -2,56
2026-02-06 13F Covestor Ltd 1.491 0,81 0
2026-02-17 13F Advisory Services Network, LLC 0 -100,00 0
2026-02-13 13F Rhumbline Advisers 147.265 -3,83 8.459 -5,80
2025-09-25 NP DXUV - Dimensional US Vector Equity ETF 1.631 0,00 86 -4,49
2026-02-17 13F Fmr Llc 1.680.717 128,00 96.540 123,33
2026-02-09 13F Keating Financial Advisory Services, Inc. 21 1
2026-02-17 13F Optiver Holding B.V. 102 -50,00 6 -54,55
2025-11-14 13F Algert Global Llc 0 -100,00 0
2026-01-26 13F Drum Hill Capital, LLC 4.718 0,00 271 -1,81
2025-11-13 13F Renaissance Technologies Llc 0 -100,00 0
2025-09-25 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 118 -50,42 6 -50,00
2026-02-09 13F Carl P. Sherr & Co., LLC 7.370 -9,79 461 -3,97
2026-02-17 13F Numerai GP LLC 26.868 -61,73 1.543 -62,51
2026-02-13 13F Level Four Advisory Services, Llc 13.268 -3,67 762 -5,58
2026-02-11 13F Picton Mahoney Asset Management 20 0,00 1
2026-02-02 13F Allegheny Financial Group LTD 6.140 0,15 353 -1,95
2026-02-02 13F Fifth Third Bancorp 224 -23,29 13 -29,41
2026-02-13 13F Arrowstreet Capital, Limited Partnership 11.643 669
2026-01-14 13F Waldron Private Wealth LLC 210.242 0,00 12.076 -2,82
2026-02-12 13F Bank Of Montreal /can/ 5.932 -1,33 341 -3,41
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.768 9,20 567 5,39
2026-02-06 13F Handelsbanken Fonder AB 13.816 0,00 1
2026-02-10 13F Anchor Capital Advisors Llc 39.229 10,14 2.253 7,90
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 14.043 -7,96 807 -9,84
2026-02-17 13F Ameriprise Financial Inc 132.192 -6,83 7.597 -8,73
2026-02-13 13F Kestra Advisory Services, LLC 2.706 155
2026-02-17 13F Maryland State Retirement & Pension System 7.674 0,99 441 -1,12
2025-11-13 13F Dynamic Technology Lab Private Ltd 0 -100,00 0 -100,00
2026-01-30 13F Canandaigua National Bank & Trust Co 28.530 0,00 1.639 -2,03
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 1.804 0,00 104 -1,90
2026-02-13 13F Neuberger Berman Group LLC 3.812.445 -5,22 218.987 -7,16
2026-02-11 13F Ameritas Investment Partners, Inc. 4.426 254
2025-09-24 NP PSSMX - SmallCap S&P 600 Index Fund R-3 49.868 -2,52 2.628 -5,87
2026-01-23 13F Nbt Bank N A /ny 1.202 0,00 69 -1,43
2026-01-29 13F Dunhill Financial, LLC 1 0
2026-02-13 13F Stifel Financial Corp 49.971 1,02 2.870 -1,03
2025-11-04 13F Gitterman Wealth Management, LLC 0 -100,00 0
2025-09-25 NP DFAC - Dimensional U.S. Core Equity 2 ETF 99.730 -6,28 5.256 -9,54
2026-01-29 13F Comerica Bank 16.352 -14,87 939 -16,61
2026-01-23 13F Farther Finance Advisors, LLC 2.092 5,55 120 3,45
2025-09-26 NP SGPIX - Small-cap Growth Profund Investor Class 216 5,37 11 0,00
2026-01-29 13F Pictet Asset Management Holding SA 7.112 0,00 409 -2,16
2026-02-05 13F Amalgamated Bank 15.361 0,43 1
2026-02-17 13F State Of Wisconsin Investment Board 0 -100,00 0
2026-02-14 13F Berkshire Asset Management Llc/pa 22.251 -57,85 1.278 -58,71
2026-02-13 13F Pathstone Holdings, LLC 5.484 -1,19 315 -3,08
2026-02-09 13F Smithfield Trust Co 270 0,00 0
2025-09-26 NP UAPIX - Ultrasmall-cap Profund Investor Class 587 9,51 31 3,45
2026-02-05 13F HFM Investment Advisors, LLC 4 0,00 0
2025-11-14 13F FJ Capital Management LLC 0 -100,00 0
2026-02-02 13F Strs Ohio 700 -36,36 40 -37,50
2026-02-17 13F Holocene Advisors, LP 7.012 -16,84 403 -18,62
2026-02-13 13F Landscape Capital Management, L.l.c. 3.608 207
2026-01-21 13F Yousif Capital Management, Llc 14.226 -12,94 868 -9,50
2026-02-06 13F ProShare Advisors LLC 111.228 -2,21 6.389 -4,21
2026-02-11 13F Los Angeles Capital Management Llc 938 -90,19 53 -90,71
2026-02-09 13F Minerva Advisors LLC 6.618 0,00 380 -2,06
2026-02-13 13F Jacobi Capital Management LLC 69.789 -0,43 4.009 -2,48
2026-02-17 13F Janus Henderson Group Plc 23.412 0,00 1.344 -2,11
2026-02-06 13F IFP Advisors, Inc 522 506,98 30 480,00
2026-02-17 13F Alliancebernstein L.p. 68.464 4,25 3.933 2,10
2026-02-12 13F Cibc World Markets Corp 3.504 -46,32 201 -45,82
2026-02-03 13F SBI Securities Co., Ltd. 4 -33,33 0
2026-02-13 13F Segall Bryant & Hamill, Llc 371.224 -8,91 21.323 -10,77
2025-09-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 67.904 2,43 3.579 -1,11
2026-02-17 13F Tower Research Capital LLC (TRC) 2.598 -12,38 149 -13,87
2026-02-05 13F Lawood & Co 4.088 235
2025-09-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24.685 -12,85 1.301 -15,91
2025-09-25 NP DFAS - Dimensional U.S. Small Cap ETF 156.927 0,00 8.270 0,00
2026-02-11 13F O'shaughnessy Asset Management, Llc 5.156 9,19 296 7,25
2026-02-12 13F BlackRock, Inc. 7.541.520 1,41 433.185 -0,67
2026-02-12 13F Xponance, Inc. 4.186 0,77 240 -1,23
2025-09-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 533.153 0,77 28.097 -2,71
2026-02-10 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 13.037 -3,15 749 -5,20
2026-02-12 13F Hilton Capital Management, LLC 64.582 10,91 3.710 8,64
2025-09-26 NP USMIX - Extended Market Index Fund 6.198 -0,96 327 -4,40
2026-01-13 13F Ausbil Investment Management Ltd 19.446 72,26 1.117 69,86
2026-01-16 13F Banque Pictet & Cie Sa 4.848 -19,05 278 -20,80
2026-02-12 13F Dimensional Fund Advisors Lp 1.797.967 -1,00 103.277 -3,02
2025-11-14 13F Texas Permanent School Fund 0 -100,00 0
2026-01-08 13F Fulton Bank, N.a. 11.323 3,26 650 1,25
2026-02-12 13F Ankerstar Wealth, LLC 9 1
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 55.397 -0,09 3.333 3,22
2025-09-29 NP CFSSX - Column Small Cap Select Fund 35.249 18,82 2.111 26,56
2025-09-26 NP PFM - Invesco Dividend Achievers ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.520 -0,78 80 -3,61
2026-02-13 13F Prudential Financial Inc 49.502 -6,50 2.843 -8,41
2026-01-29 13F Sanctuary Advisors, LLC 3.559 4,31 204 2,00
2025-09-25 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30.863 -9,38 1.626 -12,53
2026-02-17 13F XTX Topco Ltd 5.013 288
2025-09-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.488 13,10 605 9,21
2026-02-13 13F Citigroup Inc 37.917 -19,73 2.178 -21,38
2026-02-11 13F GW&K Investment Management, LLC 0 -100,00 0 -100,00
2025-09-26 NP BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value Short -13.952 94
2026-02-17 13F Quantinno Capital Management LP 7.059 38,47 405 35,91
2026-02-12 13F Voya Investment Management Llc 9.530 0,00 547 -1,97
2026-02-17 13F Qube Research & Technologies Ltd 38.408 -30,14 2.206 -31,55
2025-09-29 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 20.925 -1,00 1.103 -4,42
2026-02-12 13F Nuveen, LLC 132.307 -0,91 7.600 -2,94
2026-02-13 13F Y-Intercept (Hong Kong) Ltd 9.953 572
2025-09-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25.119 0,00 1.324 -3,50
2026-02-09 13F Geode Capital Management, Llc 1.248.549 -0,20 71.727 -2,24
2025-09-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 134.893 3,51 7.109 -0,08
2025-09-24 NP TRDFX - Steward Small-Mid Cap Enhanced Index Fund Class A 2.134 0,00 112 -3,45
2026-02-13 13F Parkside Financial Bank & Trust 103 0,00 6 -16,67
2026-02-17 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 24.566 -0,18 1.411 -2,22
2025-09-29 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 234 7,83 12 9,09
2026-01-26 13F AE Wealth Management LLC 5.587 31,34 321 28,51
2025-09-26 NP BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value Short -333 2
2026-02-05 13F Thrivent Financial For Lutherans 36.892 -5,01 2 0,00
2026-02-17 13F Signature Equity Partners, LLC 14 1
2025-09-24 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.043 15,76 424 11,61
2026-02-10 13F Bank of New York Mellon Corp 541.428 3,24 31.100 1,13
2026-02-17 13F Balyasny Asset Management Llc 317.274 5,01 18.224 2,86
2026-02-13 13F Barclays Plc 93.642 20,52 5.379 18,04
2025-09-17 NP GMRAX - Nationwide Small Cap Index Fund Class A 4.553 3,88 240 0,00
2026-01-30 13F State of New Jersey Common Pension Fund D 40.187 8,07 2.308 5,87
2025-09-24 NP FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17.934 -50,30 945 -52,03
2026-01-16 13F Louisiana State Employees Retirement System 24.100 -0,82 1.384 -2,81
2026-02-05 13F Bessemer Group Inc 314 10,18 0
2026-02-13 13F Smartleaf Asset Management LLC 1.464 0,55 85 -1,18
2026-02-13 13F Manufacturers Life Insurance Company, The 0 -100,00 0
2025-09-26 NP SVPIX - Small-cap Value Profund Investor Class 52 -25,71 3 -33,33
2025-11-12 13F Aster Capital Management (DIFC) Ltd 0 -100,00 0
2025-09-25 NP DFAT - Dimensional U.S. Targeted Value ETF 253.816 3,40 13.376 -0,18
2026-01-23 13F Ogorek Anthony Joseph /ny/ /adv 574 0,70 0
2026-02-12 13F Swiss National Bank 104.200 1,76 5.985 -0,32
2026-02-12 13F CIBC Private Wealth Group, LLC 12 1.100,00 1
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 3.850 222
2026-02-17 13F Aquatic Capital Management LLC 6.991 402
2026-02-12 13F Commonwealth Equity Services, Llc 26.364 1,28 1.514 151.300,00
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-01-14 13F Jfs Wealth Advisors, Llc 43 48,28 2 100,00
2025-09-29 NP CFSLX - Column Small Cap Fund 6.006 17,19 360 24,65
2026-01-29 13F St Germain D J Co Inc 417 0,00 24 -4,17
2026-01-26 13F Private Trust Co Na 300 0,00 17 0,00
2026-02-14 13F Rockefeller Capital Management L.P. 535 -21,55 31 -23,08
2025-09-25 NP DFUS - Dimensional U.S. Equity ETF 14.582 0,00 768 -3,52
2025-11-14 13F Waterford Advisors, LLC 0 -100,00 0
2026-02-02 13F Qrg Capital Management, Inc. 6.544 3,53 376 1,35
2026-02-17 13F Royal Bank Of Canada 22.190 6,94 1.276 4,85
2026-02-02 13F Bay Harbor Wealth Management, LLC 6 50,00 0
2026-02-17 13F Mercer Global Advisors Inc /adv 10.755 11,46 618 9,20
2025-09-29 NP DPST - Direxion Daily Regional Banks Bull 3X Shares 35.229 17,47 1.857 13,38
2025-09-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.343 -10,71 123 -13,99
2026-02-02 13F Principal Financial Group Inc 251.187 -1,62 14.428 -3,63
2025-09-25 NP VIG - Vanguard Dividend Appreciation Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 283.274 0,88 14.929 -2,61
2026-02-17 13F SageView Advisory Group, LLC 725 42
2026-01-28 13F Geneos Wealth Management Inc. 1.000 0,00 57 -1,72
2026-02-10 13F Root Financial Partners, LLC 168 12,75 10 12,50
2026-01-20 13F Harbor Capital Advisors, Inc. 185 -1,60 0
2026-02-12 13F California Public Employees Retirement System 93.472 1,59 5.369 -0,48
2026-02-10 13F Mutual Of America Capital Management Llc 6.019 1,66 346 -0,58
2026-02-17 13F Dark Forest Capital Management Lp 0 -100,00 0
2025-09-24 NP PPNMX - SmallCap Growth Fund I R-3 620 33
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-01-12 13F Moody National Bank Trust Division 17.265 0,00 992 -2,08
2026-02-12 13F Quadrant Capital Group Llc 80 0,00 5 0,00
2026-02-09 13F Hantz Financial Services, Inc. 428 22,64 0
2026-02-17 13F Northern Trust Corp 603.397 -6,10 34.659 -8,02
2026-02-13 13F Toroso Investments, LLC 0 -100,00 0
2026-01-08 13F True Wealth Design, LLC 0 -100,00 0
2026-02-17 13F Price T Rowe Associates Inc /md/ 52.430 4,50 3 50,00
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0
2025-09-24 NP PJARX - SmallCap Value Fund II R-3 2.276 -44,11 120 -46,40
2026-01-07 13F Retirement Wealth Solutions LLC 22 10,00 1 0,00
2026-02-17 13F Jones Financial Companies Lllp 65 712,50 4
2026-02-17 13F Susquehanna International Group, Llp Call 3.600 -46,27 207 -47,45
2026-02-17 13F Susquehanna International Group, Llp 19.014 -38,24 1.092 -39,50
2025-09-26 NP FXSCX - Fidelity Flex Small Cap Focused Index Fund 63 3
2026-02-17 13F Susquehanna International Group, Llp Put 5.400 -77,50 310 -77,97
2026-01-28 13F Arizona State Retirement System 14.763 -5,60 848 -7,63
2025-10-21 13F Global Retirement Partners, LLC 0 -100,00 0
2026-01-09 13F SG Americas Securities, LLC 168.892 2.430,60 10
2026-02-17 13F Two Sigma Investments, Lp 0 -100,00 0
2026-02-17 13F Cetera Investment Advisers 21.119 -10,42 1.213 -12,23
2026-02-19 13F Invesco Ltd. 131.925 -13,12 7.578 -14,90
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 5.927 -20,89 0
2025-09-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 60.022 0,00 3.163 -3,45
2025-09-25 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 119.194 10,39 6.282 6,57
2025-11-14 13F Skopos Labs, Inc. 0 -100,00 0
2025-09-25 NP DFUV - Dimensional US Marketwide Value ETF 39.365 0,13 2.075 -3,36
2025-09-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24.563 2,30 1.294 -1,22
2025-09-25 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.322 -15,36 175 -18,22
2026-02-13 13F Fiduciary Trust Co 7.311 420
2026-02-05 13F Center for Financial Planning, Inc. 780 0,00 45 -2,22
2026-02-13 13F Umb Bank N A/mo 129 0,00 7 0,00
2026-01-30 13F Socha Financial Group, LLC 0 -100,00 0
2026-02-03 13F Sequoia Financial Advisors, LLC 4.334 249
2026-02-17 13F Public Employees Retirement System Of Ohio 586 0,69 34 -2,94
2026-01-28 13F Salomon & Ludwin, LLC 412 4,57 24 4,35
2026-02-13 13F First Trust Advisors Lp 54.857 -12,27 3.151 -14,05
2026-02-03 13F Farmers & Merchants Investments Inc 32 0,00 2 0,00
2026-02-17 13F CWM Advisors, LLC 8.139 5,52 468 3,32
2026-02-11 13F Janney Montgomery Scott LLC 58.130 3,10 3 0,00
2025-09-26 NP JHSC - John Hancock Multifactor Small Cap ETF 11.200 4,38 590 0,85
2026-02-12 13F Federated Hermes, Inc. 671.906 -9,72 38.594 -11,57
2026-02-13 13F Sei Investments Co 27.955 120,88 1.606 116,31
2026-02-10 13F Nomura Asset Management Co Ltd 390 0,00 22 0,00
2025-09-24 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.884 -12,01 205 -15,00
2025-09-26 NP REBYX - U.S. Small Cap Equity Fund Class Y 16.652 -31,50 878 -33,91
2026-02-13 13F American Century Companies Inc 46.739 208,73 2.685 202,59
2026-02-13 13F Victory Capital Management Inc 148.876 3,25 8.551 1,14
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100,00 0 -100,00
2026-01-28 13F Klp Kapitalforvaltning As 11.300 1,80 654 -0,31
2026-01-05 13F Park Avenue Securities Llc 5.942 5,28 0
2026-02-10 13F Bnp Paribas Arbitrage, Sa 13.467 3,03 774 0,91
2026-02-19 13F CI Private Wealth, LLC 10.032 2,36 577 0,35
2026-01-21 13F Stone House Investment Management, LLC 3.808 -1,04 219 -3,11
2026-02-12 13F Jane Street Group, Llc 42.143 84,58 2.421 80,87
2025-09-29 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 65.729 -14,96 3.464 -17,92
2025-09-26 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 220.487 0,00 11.620 -3,46
2026-01-23 13F Carnegie Capital Asset Management, LLC 0 -100,00 0
2026-02-12 13F Elo Mutual Pension Insurance Co 21.436 1.231
2026-02-17 13F Advisor Group Holdings, Inc. 12.083 35,67 694 32,95
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0
2026-02-17 13F California State Teachers Retirement System 49.961 2,84 2.870 0,74
2025-09-29 NP SMCO - Hilton Small-MidCap Opportunity ETF 36.170 2,90 1.906 -0,63
2026-02-10 13F Envestnet Asset Management Inc 116.002 1,43 6.663 -0,64
2026-02-13 13F SRS Capital Advisors, Inc. 102 -63,31 6 -68,75
2026-02-17 13F Voloridge Investment Management, Llc 0 -100,00 0
2025-09-26 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 1.692 -33,98 89 -35,97
2026-01-12 13F Abound Wealth Management 1.222 0,00 70 -1,41
2026-02-12 13F Logan Capital Management Inc 56.000 0,00 3.217 -2,04
2025-09-25 NP AALGX - Thrivent Global Stock Fund Class A 70 -75,44 4 -80,00
2026-02-12 13F Hrt Financial Lp 25.942 -11,25 1 0,00
2025-11-14 13F Occudo Quantitative Strategies Lp 0 -100,00 0
2026-02-06 13F Pnc Financial Services Group, Inc. 6.348 -1,00 365 -3,19
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 3.150 0,00 181 -2,17
2026-02-13 13F Basswood Capital Management, L.l.c. 122.201 0,00 7.019 -2,04
2026-02-05 13F Allworth Financial LP 32 10,34 2 0,00
2026-02-10 13F IFG Advisory, LLC 3.933 226
2026-02-13 13F Meridian Wealth Partners, LLC 10.890 -0,34 626 -2,34
2026-02-11 13F LPL Financial LLC 31.227 -4,85 1.794 -6,81
2026-01-21 13F Sound Income Strategies, LLC 57 4
2025-09-26 NP BIVIX - Invenomic Fund Institutional Class shares Short -66.195 -22,96 -3.488 -25,63
2026-01-14 13F Pathway Financial Advisors LLC 3.730 0,00 224 2,75
2025-09-17 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 1.737 0,00 92 -3,19
2026-02-06 13F Gsa Capital Partners Llp 14.751 1
2025-09-25 NP VEXPX - VANGUARD EXPLORER FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 67.577 3.561
2025-09-25 NP VYM - Vanguard High Dividend Yield Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 201.080 2,36 10.597 -1,18
2026-01-08 13F Versant Capital Management, Inc 500 4,60 29 0,00
2026-01-29 13F Kestra Private Wealth Services, Llc 4.162 0,02 239 -2,05
2026-01-15 13F Fortitude Family Office, LLC 19 35,71 1
2026-02-13 13F Rafferty Asset Management, LLC 31.766 -30,79 1.825 -32,22
2026-02-13 13F Public Sector Pension Investment Board 0 -100,00 0
2026-02-05 13F Atria Investments Llc 20.042 12,79 1.151 10,46
2026-02-13 13F Public Employees Retirement Association Of Colorado 381.087 0,00 22 -4,55
2026-02-11 13F Illinois Municipal Retirement Fund 27.042 -3,41 1.553 -5,36
2026-01-30 13F New York State Teachers Retirement System 83.121 -0,36 5 0,00
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17.580 13,22 926 9,33
2026-02-10 13F Norges Bank 678.844 38.993
2025-09-26 NP XSMO - Invesco S&P SmallCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 180.874 14,45 9.532 10,49
2025-09-24 NP FNCL - Fidelity MSCI Financials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14.015 -1,30 739 -4,77
2026-02-11 13F MidWestOne Financial Group, Inc. 4.000 0,00 230 -2,14
2025-09-25 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 77.758 -4,27 4.098 -7,60
2026-02-12 13F Ensign Peak Advisors, Inc 3.008 -67,51 173 -68,27
2026-02-17 13F Freestone Grove Partners LP 0 -100,00 0
2026-02-17 13F Russell Investments Group, Ltd. 91.715 -3,81 5.268 -5,78
2026-02-10 13F Intech Investment Management Llc 19.969 0,00 1.147 -1,97
2026-02-18 13F State of Tennessee, Treasury Department 12.286 -25,89 768 -21,09
2026-01-29 13F Riggs Asset Managment Co. Inc. 401.450 740,08 23.059 722,95
2026-02-10 13F Rothschild Investment Llc 91 30,00 5 25,00
2026-02-06 13F Bare Financial Services, Inc 143 19,17 8 14,29
2026-02-17 13F Amundi 7.921 -13,63 455 -16,08
2026-02-10 13F Operose Advisors LLC 3.925 0,00 225 -2,17
2025-09-25 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 210 -50,47 11 -52,17
2026-02-10 13F CIBC Asset Management Inc 3.539 203
2026-02-17 13F Millennium Management Llc 18.334 -56,09 1.053 -56,99
2025-11-14 13F Two Sigma Advisers, Lp 0 -100,00 0
2026-02-11 13F Simplex Trading, Llc Put 0 -100,00 0
2026-01-05 13F GAMMA Investing LLC 351 -3,04 20 -4,76
2026-02-05 13F High Note Wealth, LLC 36 0,00 2 0,00
2026-01-26 13F KBC Group NV 1.668 0,00 0
2026-02-10 13F Goldman Sachs Group Inc 431.865 -16,20 24.806 -17,92
2025-11-12 13F Simplex Trading, Llc Call 0 -100,00 0
2025-09-25 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 11 -73,81 1 -100,00
2025-09-26 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 186 0,00 10 -10,00
2025-11-21 13F/A CIBC Bancorp USA Inc. 5.647 331
2025-09-25 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 297.998 2,20 15.704 -1,34
2025-09-26 NP Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 82.694 26,54 4.358 22,15
2025-10-24 13F Hemington Wealth Management 114 -5,79 0
2026-01-20 13F Cornell Pochily Investment Advisors, Inc. 6.834 0,00 393 -2,00
2026-02-13 13F Verition Fund Management LLC 12.096 -73,83 695 -74,39
2025-09-25 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95.665 -27,03 5.042 -29,56
2026-01-20 13F Signaturefd, Llc 28 460,00 2
2026-02-09 13F Strategic Financial Services, Inc, 8.686 -1,43 577 11,63
2026-01-30 13F Us Bancorp \de\ 1.158 3,12 67 1,54
2026-02-13 13F Quarry LP 46 3
2026-01-16 13F Melfa Wealth Management, Llc 4.040 0,00 232 -1,69
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 12.073 8,95 693 6,78
2025-09-25 NP THMAX - Thrivent Moderate Allocation Fund Class A 78 -70,34 4 -71,43
2026-02-12 13F New York State Common Retirement Fund 18.049 0,00 1.037 -2,08
2026-02-04 13F Community Bank, N.A. 102.512 -13,54 5.888 -15,30
2026-01-16 13F Ronald Blue Trust, Inc. 914 0,44 52 -1,89
2026-01-15 13F Nisa Investment Advisors, Llc 19.980 0,17 1.157 -1,87
2026-01-23 13F Assetmark, Inc 10 150,00 1
2026-02-09 13F Atlantic Trust, LLC 0 -100,00 0
2026-02-13 13F Great West Life Assurance Co /can/ 46.477 -6,06 3 0,00
2026-02-09 13F New Age Alpha Advisors, LLC 4.925 81,00 283 77,36
2026-01-28 13F Universal- Beteiligungs- und Servicegesellschaft mbH 6.749 -8,57 389 -10,19
2026-02-12 13F Steward Partners Investment Advisory, Llc 91 0,00 5 0,00
2026-01-23 13F State of Alaska, Department of Revenue 29.040 1,08 2 0,00
2026-01-26 13F Lipe & Dalton 900 0
2025-09-26 NP SLPIX - Small-cap Profund Investor Class 48 -5,88 3 0,00
2026-01-28 13F Teacher Retirement System Of Texas 3.637 -78,30 209 -78,82
2026-02-17 13F Lazard Asset Management Llc 23.078 3,75 1.326 1,61
2026-02-17 13F Susquehanna Fundamental Investments, Llc 0 -100,00 0
2025-11-13 13F Natixis Advisors, L.p. 0 -100,00 0
2025-09-25 NP DCOR - Dimensional US Core Equity 1 ETF 4.676 0,00 246 -3,53
2026-01-07 13F Sovereign Financial Group, Inc. 7.291 -0,04 419 -2,11
2026-01-26 13F Peoples Financial Services Corp. 5.100 0,00 293 -2,34
2026-02-10 13F Eurizon Capital SGR S.p.A. 234 13
2026-02-06 13F Addison Advisors LLC 90 0,00 5 0,00
2026-01-16 13F Trust Co Of Vermont 10.184 17,48 585 14,96
2026-01-23 13F Private Wealth Management Group, LLC 18 0,00 1 0,00
2026-02-11 13F Gilpin Wealth Management, Llc 2 0
2025-09-29 NP RSSL - Global X Russell 2000 ETF 27.072 -14,81 1.427 -17,76
2026-02-13 13F State Street Corp 3.127.250 -5,11 181.121 -6,99
2025-09-26 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 32.795 -6,11 1.728 -9,34
2026-02-13 13F Sterling Capital Management LLC 72.207 -10,04 4.148 -11,88
2026-02-02 13F Benjamin Edwards Inc 8.515 11,47 489 9,15
2026-02-17 13F Aqr Capital Management Llc 20.460 40,85 1.175 38,07
2026-01-14 13F Alliance Wealth Advisors, LLC 20.825 95,08 1.196 91,36
2026-02-13 13F Squarepoint Ops LLC 14.319 -21,25 822 -22,89
2026-01-23 13F Deprince Race & Zollo Inc 477.683 -18,42 27.438 -20,09
2026-02-06 13F Larson Financial Group LLC 65 712,50 4
2025-09-26 NP BKPIX - Banks Ultrasector Profund Investor Class 993 -8,14 52 -11,86
2026-02-13 13F Morgan Stanley 2.005.436 -11,52 115.192 -13,33
2026-01-23 13F Brown, Lisle/cummings, Inc. 960 0,84 55 0,00
2026-02-04 13F Oregon Public Employees Retirement Fund 12.035 0,84 691 -1,14
2026-02-12 13F State Board Of Administration Of Florida Retirement System 15.082 0,00 866 -2,04
2026-01-12 13F Burns J W & Co Inc/ny 0 -100,00 0
2026-02-06 13F EverSource Wealth Advisors, LLC 776 6,01 45 4,76
2025-09-25 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 238.875 0,00 12.589 -3,47
2025-09-25 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 18.166 -3,20 957 -6,54
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