SU7 - Southside Bancshares, Inc. Aktier - Aktiekurs, institutionellt ägande, aktieägare (DB)

Southside Bancshares, Inc.
DE ˙ DB ˙ US84470P1093
25,00 € ↓ −0,20 (−0,79%)
2026-03-19
DELAT PRIS
Grundläggande statistik
Institutionella ägare 242 total, 242 long only, 0 short only, 0 long/short - change of −41,12% MRQ
Aktiepris 25,00
Genomsnittlig portföljallokering 0.0547 % - change of −11,01% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 17 829 934 - 59,96% (ex 13D/G) - change of −4,87MM shares −21,46% MRQ
Institutionellt värde (lång) $ 533 785 USD ($1000)
Institutionellt ägande och aktieägare

Southside Bancshares, Inc. (DE:SU7) har 242 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 17,829,934 aktier. Största aktieägare inkluderar BlackRock, Inc., Vanguard Group Inc, Dimensional Fund Advisors Lp, State Street Corp, Geode Capital Management, Llc, Renaissance Technologies Llc, Charles Schwab Investment Management Inc, Goldman Sachs Group Inc, American Century Companies Inc, and Northern Trust Corp .

Southside Bancshares, Inc. (DB:SU7) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of March 19, 2026 is 25,00 / share. Previously, on March 21, 2025, the share price was 26,00 / share. This represents a decline of 3,85% over that period.

DE:SU7 / Southside Bancshares, Inc. Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

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13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2026-02-12 13F Voya Investment Management Llc 0 −100,00 0
2026-02-17 13F Quantinno Capital Management LP 21 569 17,43 655 26,45
2026-02-13 13F Kilter Group LLC 9 0
2026-02-12 13F New York State Common Retirement Fund 9 434 0,00 287 7,52
2026-01-23 13F State of Alaska, Department of Revenue 15 601 1,05 0
2026-02-09 13F Legal & General Group Plc 75 258 −4,07 2 290 3,15
2026-02-11 13F Los Angeles Capital Management Llc 581 17
2026-02-12 13F Campbell & CO Investment Adviser LLC 47 590 98,23 1 446 113,27
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 54 132 1,81 1 594 6,34
2026-02-13 13F Squarepoint Ops LLC 51 157 35,73 1 555 46,05
2025-11-12 13F Group One Trading, L.p. Call 0 −100,00 0
2025-11-14 13F Skopos Labs, Inc. 0 −100,00 0
2026-02-12 13F BlackRock, Inc. 4 274 732 3,72 129 909 11,58
2026-02-03 13F SBI Securities Co., Ltd. 64 10,34 2 0,00
2026-02-17 13F Creative Planning 66 714 431,25 2 027 472,60
2025-11-05 13F Alps Advisors Inc 0 −100,00 0
2026-02-17 13F Northern Trust Corp 310 854 −5,01 9 447 2,19
2025-09-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 374 6,25 11 22,22
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 293 701 0,16 8 647 4,60
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 142 367 −11,72 4 191 −7,81
2025-11-12 13F First Trust Advisors Lp 0 −100,00 0
2026-02-17 13F Odyssean, LLC 13 523 411
2025-09-29 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3 292 0,89 97 5,49
2026-02-13 13F Rhumbline Advisers 79 425 −5,36 2 414 1,81
2026-02-06 13F Covestor Ltd 6 20,00 0
2026-02-11 13F Parallel Advisors, LLC 58 2
2026-02-19 13F Invesco Ltd. 259 897 −5,30 7 898 1,87
2026-02-09 13F Hantz Financial Services, Inc. 1 895 −33,63 0
2025-09-25 NP DFAS - Dimensional U.S. Small Cap ETF 83 202 0,00 2 449 0,00
2026-02-13 13F Toroso Investments, LLC 14 795 −7,43 450 −0,44
2026-02-17 13F RMB Capital Management, LLC 8 311 11,71 253 20,00
2026-02-13 13F Sterling Capital Management LLC 1 671 −16,28 51 −10,71
2026-02-17 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13 408 −1,12 407 6,27
2025-09-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 24 349 0,00 717 4,37
2026-02-11 13F Illinois Municipal Retirement Fund 14 535 −5,97 442 1,15
2026-02-13 13F Prudential Financial Inc 41 618 −4,75 1 265 2,43
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 1 302 −12,56 38 −7,32
2026-02-02 13F Fifth Third Bancorp 46 9,52 1 0,00
2026-02-14 13F Rockefeller Capital Management L.P. 439 2 482,35 13
2026-02-06 13F Creative Financial Designs Inc /adv 0 −100,00 0
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 9 997 4,54 294 9,29
2026-03-03 13F/A Caitong International Asset Management Co., Ltd 52 2
2025-09-25 NP DXUV - Dimensional US Vector Equity ETF 348 22,97 10 42,86
2026-02-17 13F Aster Capital Management (DIFC) Ltd 42 1
2025-11-14 13F Point72 Asia (Singapore) Pte. Ltd. 0 −100,00 0
2026-02-13 13F Pingora Partners LLC 61 745 14,67 1 876 23,34
2026-01-30 13F State of New Jersey Common Pension Fund D 92 388 0,00 2 808 7,59
2026-02-20 13F Sunbelt Securities, Inc. 3 −99,88 0 −100,00
2026-02-12 13F Jane Street Group, Llc 0 −100,00 0
2026-02-13 13F Ubs Asset Management Americas Inc 63 094 7,87 1 917 16,04
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 73 378 3,25 2 160 7,84
2025-11-14 13F XTX Topco Ltd 0 −100,00 0 −100,00
2025-09-29 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 128 7,56 4 0,00
2025-11-13 13F Marshall Wace, Llp 14 698 −40,84 415 −43,23
2026-01-05 13F GAMMA Investing LLC 1 809 26,59 55 35,00
2026-01-27 13F Zurcher Kantonalbank (Zurich Cantonalbank) 10 091 36,11 307 46,41
2026-02-10 13F Bnp Paribas Arbitrage, Sa 6 725 −41,92 204 −37,61
2026-01-14 13F Moisand Fitzgerald Tamayo, LLC 3 807 0,00 116 7,48
2025-09-29 NP RSSL - Global X Russell 2000 ETF 14 765 −15,25 435 −11,61
2025-09-26 NP UAPIX - Ultrasmall-cap Profund Investor Class 320 8,84 9 12,50
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 8 737 2,23 266 9,96
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 5 889 −34,19 173 −31,35
2026-02-13 13F Public Sector Pension Investment Board 0 −100,00 0
2026-02-11 13F Brandywine Global Investment Management, LLC 18 017 548
2026-01-07 13F Massmutual Trust Co Fsb/adv 43 1
2026-02-13 13F Arrowstreet Capital, Limited Partnership 133 966 −3,22 4 071 4,12
2026-02-12 13F Swiss National Bank 55 818 0,00 1 696 7,61
2026-02-13 13F Aigen Investment Management, Lp 6 864 209
2026-02-11 13F Jpmorgan Chase & Co 258 978 −14,42 7 870 −7,94
2026-02-13 13F Quarry LP 0 −100,00 0
2026-02-13 13F SRS Capital Advisors, Inc. 49 −94,12 1 −95,65
2026-01-29 13F Teachers Retirement System Of The State Of Kentucky 7 176 −12,08 0
2025-09-26 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 2 200 0,00 65 3,23
2026-02-17 13F Aquatic Capital Management LLC 1 375 −87,82 42 −87,11
2026-01-15 13F Nisa Investment Advisors, Llc 603 −26,28 18 −21,74
2025-09-25 NP DFSV - Dimensional US Small Cap Value ETF 91 621 0,00 2 697 0,00
2025-09-25 NP DFAC - Dimensional U.S. Core Equity 2 ETF 69 975 −7,78 2 060 −3,65
2026-01-15 13F Jamison Private Wealth Management, Inc. 9 412 0,09 286 7,92
2026-02-11 13F LPL Financial LLC 17 247 −21,13 524 −15,07
2026-02-17 13F Royal Bank Of Canada 266 540 −1,01 8 101 6,49
2026-02-11 13F Cedar Mountain Advisors, LLC 52 940,00 2
2026-02-11 13F Empowered Funds, LLC 30 867 25,46 938 34,96
2026-02-17 13F Susquehanna International Group, Llp 0 −100,00 0
2026-01-13 13F Gibson Wealth Advisors LLC 9 856 0,00 300 7,55
2026-01-16 13F Louisiana State Employees Retirement System 12 900 −0,77 392 6,81
2026-02-10 13F Rothschild Investment Llc 112 49,33 3 50,00
2026-02-03 13F Farmers & Merchants Investments Inc 21 0,00 1
2026-02-09 13F Royce & Associates Lp 50 658 39,17 1 539 49,71
2025-11-12 13F Victory Capital Management Inc 0 −100,00 0
2026-02-11 13F Ackerman Capital Advisors, LLC 7 438 0,00 226 7,62
2026-02-17 13F Advisory Services Network, LLC 0 −100,00 0
2026-02-17 13F Two Sigma Investments, Lp 164 347 7,70 4 995 15,84
2026-01-09 13F SG Americas Securities, LLC 12 825 27,06 0
2025-09-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 36 888 9,43 1 086 14,21
2026-01-29 13F Sanctuary Advisors, LLC 10 725 0,38 326 7,97
2026-01-30 13F Torren Management, LLC 13 0
2026-02-13 13F Public Employees Retirement Association Of Colorado 7 116 0,00 0
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 3 772 0,00 111 4,72
2026-01-09 13F Pacifica Partners Inc. 0 −100,00 0
2026-01-29 13F UBS Group AG 195 369 −49,59 5 937 −45,77
2025-11-14 13F Militia Capital Partners, LP 0 −100,00 0
2025-11-14 13F Nfj Investment Group, Llc 0 −100,00 0 −100,00
2025-09-25 NP DFSVX - U.s. Small Cap 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 122 325 7,58 3 601 12,36
2026-02-10 13F Intech Investment Management Llc 10 268 −34,04 312 −28,93
2026-01-20 13F Harbor Capital Advisors, Inc. 144 −1,37 0
2026-02-06 13F Pnc Financial Services Group, Inc. 8 082 −1,69 246 5,60
2026-02-05 13F Allworth Financial LP 143 126,98 4 300,00
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 42 746 −22,97 1 258 −19,57
2026-02-06 13F Global Retirement Partners, LLC 24 0,00 1
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 12 464 0,00 367 4,27
2026-02-13 13F Manufacturers Life Insurance Company, The 0 −100,00 0
2026-01-28 13F Universal- Beteiligungs- und Servicegesellschaft mbH 40 786 1 260
2025-09-26 NP SVPIX - Small-cap Value Profund Investor Class 79 −26,17 2 −33,33
2025-11-10 13F Lion Street Advisors, LLC 10 276 4,30 425 46,71
2025-11-14 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2026-02-05 13F Pinnacle Associates Ltd 35 106 55,38 1 067 67,08
2026-02-06 13F ProShare Advisors LLC 199 506 −3,18 6 063 4,14
2026-02-17 13F Tower Research Capital LLC (TRC) 1 225 60,55 37 76,19
2025-09-29 NP CFSLX - Column Small Cap Fund 40 0,00 1 0,00
2026-02-13 13F Ieq Capital, Llc 16 265 10,32 494 18,75
2026-01-22 13F Financial Consulate, Inc 15 0,00 0
2026-02-17 13F Aqr Capital Management Llc 141 785 −0,24 4 309 7,30
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 12 203 88,70 359 97,25
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 −100,00 0 −100,00
2026-02-13 13F Morgan Stanley 263 365 4,32 8 004 12,23
2025-09-26 NP SLPIX - Small-cap Profund Investor Class 26 −7,14 1
2025-09-29 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 11 217 −1,89 330 2,48
2026-02-13 13F Wells Fargo & Company/mn 63 506 3,95 1 930 11,83
2026-02-13 13F Umb Bank N A/mo 37 236,36 1
2026-02-17 13F Qube Research & Technologies Ltd 0 −100,00 0
2025-09-24 NP TRDFX - Steward Small-Mid Cap Enhanced Index Fund Class A 1 286 0,00 38 2,78
2026-02-06 13F IFP Advisors, Inc 95 −43,79 3 −50,00
2025-09-23 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 93 892 12,53 2 764 17,52
2026-02-09 13F Fisher Asset Management, LLC 53 630 0,00 1 630 7,52
2026-02-06 13F EverSource Wealth Advisors, LLC 987 −1,10 30 3,57
2026-02-17 13F Optiver Holding B.V. 122 −36,46 4 −40,00
2026-01-12 13F Bill Few Associates, Inc. 7 131 217
2025-09-29 NP XSVM - Invesco S&P SmallCap Value with 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 128 727 −4,61 3 790 −0,39
2026-02-09 13F Quest Partners LLC 1 915 −72,97 58 −71,00
2026-02-09 13F Solutions 4 Wealth, Ltd 24 242 0,00 737 7,60
2026-02-13 13F Bayview Asset Management, Llc 0 −100,00 0
2026-02-17 13F California State Teachers Retirement System 26 544 −0,09 807 7,47
2026-02-05 13F Rahlfs Capital, Llc 0 −100,00 0
2026-02-06 13F Larson Financial Group LLC 5 078 6 762,16 154 7 600,00
2026-02-17 13F Price T Rowe Associates Inc /md/ 49 926 25,80 2 0,00
2026-02-17 13F Russell Investments Group, Ltd. 2 597 −8,10 79 −1,27
2025-09-23 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 25 484 9,38 750 14,33
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 6 170 11,11 182 16,03
2026-02-13 13F Barclays Plc 51 590 22,26 1 568 31,46
2026-02-02 13F Principal Financial Group Inc 134 723 −1,35 4 094 6,12
2026-02-09 13F Keating Financial Advisory Services, Inc. 1 0
2026-02-09 13F Geode Capital Management, Llc 686 101 −0,46 20 852 7,08
2026-01-23 13F Avion Wealth 18 5,88 0
2026-02-12 13F Ensign Peak Advisors, Inc 2 214 −77,55 67 −75,90
2025-11-14 13F Trexquant Investment LP 0 −100,00 0 −100,00
2025-09-25 NP DFAT - Dimensional U.S. Targeted Value ETF 165 410 4,13 4 870 8,76
2026-02-12 13F Brown Brothers Harriman & Co 2 205 0,00 67 8,06
2026-02-13 13F Great West Life Assurance Co /can/ 26 985 0,16 1
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 209 559 0,00 6 169 4,44
2026-02-04 13F Oregon Public Employees Retirement Fund 6 510 1,56 198 8,84
2026-01-26 13F Cwm, Llc 7 382 21,49 0
2026-02-10 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 6 997 −2,83 213 4,43
2025-09-26 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 228 −1,30 7 0,00
2026-01-29 13F Polaris Capital Management, LLC 62 227 1,18 1 891 8,87
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 1 208 0,00 36 2,94
2025-10-15 13F Enclave Advisors LLC 0 −100,00 0
2026-02-18 13F Mackenzie Financial Corp 64 678 36,48 1 994 48,95
2026-01-20 13F Signaturefd, Llc 297 9
2026-02-11 13F Ameritas Investment Partners, Inc. 2 417 73
2026-02-12 13F State Board Of Administration Of Florida Retirement System 8 403 0,00 255 7,59
2025-10-22 13F Geneos Wealth Management Inc. 0 −100,00 0
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 4 415 64,62 130 72,00
2026-02-17 13F Bridgeway Capital Management Inc 61 367 39,14 1 865 49,72
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 −100,00 0
2026-02-04 13F Naples Global Advisors, Llc 8 292 −11,71 252 −5,28
2025-09-26 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 17 875 −6,32 526 −2,05
2026-02-06 13F HighTower Advisors, LLC 13 882 0,68 422 8,23
2025-11-14 13F Point72 Asset Management, L.P. 0 −100,00 0
2026-02-18 13F State of Tennessee, Treasury Department 11 319 53,60 364 75,00
2025-11-14 13F Balyasny Asset Management Llc 0 −100,00 0
2025-09-25 NP DFSU - Dimensional US Sustainability Core 1 ETF 105 90,91 3 200,00
2026-02-17 13F Captrust Financial Advisors 36 404 1,79 1 106 9,50
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 8 641 2,06 254 6,72
2026-02-17 13F Two Sigma Advisers, Lp 244 300 5,53 7 424 13,53
2025-09-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 13 0,00 0
2026-02-09 13F Hartland & Co., LLC 0 −100,00 0
2025-12-09 13F/A Tudor Investment Corp Et Al 8 980 254
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 871 −1,02 26 4,17
2025-09-29 NP DPST - Direxion Daily Regional Banks Bull 3X Shares 18 106 18,41 533 23,67
2026-01-23 13F Farther Finance Advisors, LLC 1 652 12,53 50 21,95
2025-11-14 13F Raymond James Financial Inc 0 −100,00 0
2025-11-14 13F ExodusPoint Capital Management, LP 27 202 102,11 768
2026-01-29 13F Vanguard Group Inc 2 031 944 1,58 61 751 9,27
2026-02-17 13F Millennium Management Llc 146 796 −41,62 4 461 −37,19
2026-02-17 13F Janus Henderson Group Plc 13 532 0,00 411 7,59
2026-02-04 13F Ameritas Advisory Services, LLC 0 −100,00 0
2026-02-13 13F Kestra Advisory Services, LLC 1 494 45
2026-02-12 13F Hrt Financial Lp 0 −100,00 0
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 7 873 19,45 232 24,86
2025-09-24 NP PSSMX - SmallCap S&P 600 Index Fund R-3 26 798 −3,15 789 1,03
2026-02-11 13F Deutsche Bank Ag\ 25 984 6,74 790 14,85
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 6 632 0,00 195 4,84
2026-01-30 13F New York State Teachers Retirement System 8 597 −5,28 0
2026-02-13 13F Charles Schwab Investment Management Inc 405 877 10,11 12 335 18,45
2026-02-12 13F MetLife Investment Management, LLC 16 994 0,00 516 7,50
2025-09-25 NP DFAU - Dimensional US Core Equity Market ETF 5 637 0,00 166 4,43
2026-01-14 13F Hennion & Walsh Asset Management, Inc. 17 304 −20,57 526 −14,63
2026-01-21 13F Yousif Capital Management, Llc 7 618 −12,96 243 −2,02
2026-02-13 13F Smartleaf Asset Management LLC 192 170,42 6 150,00
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 12 969 0,00 382 4,38
2025-11-03 13F Annis Gardner Whiting Capital Advisors, LLC 0 −100,00 0
2025-09-25 NP DCOR - Dimensional US Core Equity 1 ETF 2 897 0,00 85 4,94
2026-02-18 13F GWM Advisors LLC 11 855 −1,98 360 5,57
2026-02-17 13F Fmr Llc 3 157 7,49 96 15,85
2025-09-26 NP USMIX - Extended Market Index Fund 3 346 −1,47 99 3,16
2026-01-08 13F True Wealth Design, LLC 20 −57,45 1 −100,00
2026-02-03 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 643 0,00 20 5,56
2025-09-23 NP TASCX - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class 209 426 0,00 6 166 4,44
2026-01-29 13F Comerica Bank 16 683 −6,57 507 0,40
2026-02-09 13F Integrity Alliance, Llc. 10 611 322
2026-02-12 13F Quadrant Capital Group Llc 2 738 4 703,51 83 8 200,00
2026-02-17 13F Brevan Howard Capital Management LP 0 −100,00 0 −100,00
2025-09-25 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 9 975 −5,96 294 −2,01
2026-02-12 13F EntryPoint Capital, LLC 8 435 0,00 256 7,56
2025-10-29 13F Maryland State Retirement & Pension System 0 −100,00 0 −100,00
2026-02-17 13F Engineers Gate Manager LP 0 −100,00 0
2026-02-02 13F Pinnacle Wealth Management Advisory Group, LLC 15 309 465
2026-02-05 13F Thrivent Financial For Lutherans 19 420 −4,80 1
2025-11-14 13F Cubist Systematic Strategies, LLC 0 −100,00 0
2026-01-28 13F Salomon & Ludwin, LLC 61 −82,82 2 −90,00
2026-02-12 13F CIBC Private Wealth Group, LLC 6 −99,62 0 −100,00
2025-11-14 13F Texas Permanent School Fund 0 −100,00 0
2026-02-05 13F Amalgamated Bank 8 257 −1,11 0
2026-02-12 13F Third Avenue Management Llc 0 −100,00 0
2026-02-12 13F Renaissance Technologies Llc 460 446 −9,16 13 993 −2,28
2026-02-13 13F BNP Paribas Asset Management Holding S.A. 496 31,56 0
2026-02-13 13F Colony Group, LLC 9 268 282
2026-02-17 13F Ameriprise Financial Inc 53 871 −1,80 1 637 5,68
2026-02-17 13F Man Group plc 0 −100,00 0
2026-01-28 13F Arizona State Retirement System 7 956 −6,33 242 0,84
2026-02-13 13F Rafferty Asset Management, LLC 18 471 −10,06 561 −3,28
2026-02-10 13F Bank of New York Mellon Corp 253 314 −9,87 7 698 −3,04
2026-02-10 13F Quantbot Technologies LP 2 932 −78,68 89 −77,06
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 34 090 −7,59 1 004 −3,46
2026-01-29 13F UMA Financial Services, Inc. 153 856,25 5
2026-02-10 13F Goldman Sachs Group Inc 351 713 11,64 10 689 20,10
2026-02-10 13F Parkway Wealth Management Group, LLC 92 789 2 820
2026-02-17 13F CWM Advisors, LLC 15 337 −4,86 466 2,42
2025-10-17 13F Fortitude Family Office, LLC 0 −100,00 0
2025-09-26 NP FXSCX - Fidelity Flex Small Cap Focused Index Fund 145 4
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 7 997 0,00 243 8,00
2026-01-07 13F Hilltop National Bank 2 278 0,00 69 7,81
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 135 906 −9,52 4 001 −5,50
2026-02-11 13F SOUTH STATE Corp 278 8
2026-01-08 13F Versant Capital Management, Inc 540 0,00 16 6,67
2026-02-17 13F Jones Financial Companies Lllp 1 570 0,13 48 4,44
2026-02-13 13F Mariner, LLC 11 910 −0,17 362 7,42
2026-01-28 13F Klp Kapitalforvaltning As 6 100 8,93 185 17,09
2026-01-30 13F Us Bancorp \de\ 459 160,80 14 225,00
2026-02-13 13F Dynamic Technology Lab Private Ltd 0 −100,00 0
2026-02-17 13F Advisor Group Holdings, Inc. 459 −8,02 14 −13,33
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 9 309 0,00 274 4,58
2026-02-06 13F Bare Financial Services, Inc 42 1
2026-02-12 13F Nuveen, LLC 61 246 −29,33 1 861 −23,98
2026-02-13 13F State Street Corp 1 308 609 0,59 39 769 8,21
2025-09-25 NP DFUV - Dimensional US Marketwide Value ETF 12 016 45,17 354 51,50
2025-09-24 NP PJARX - SmallCap Value Fund II R-3 1 608 −29,35 47 −26,56
2026-02-13 13F MAI Capital Management 20 1
2026-02-13 13F Stifel Financial Corp 7 556 230
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 578 18
2026-02-17 13F Citadel Advisors Llc 116 421 31,04 3 538 41,01
2026-02-17 13F Alliancebernstein L.p. 34 620 −11,34 1 052 −4,62
2026-02-03 13F Kestrel Investment Management Corp 69 500 −3,34 2 0,00
2025-11-17 13F Hancock Whitney Corp 0 −100,00 0 −100,00
2026-01-14 13F Wedge Capital Management L L P/nc 28 278 4,41 859 12,29
2026-03-06 13F Redwood Family Wealth LLC 12 606 383
2026-02-13 13F American Century Companies Inc 348 665 −1,42 10 596 6,05
2026-02-17 13F Bank Of America Corp /de/ 118 065 23,91 3 588 33,30
2025-09-25 NP DFUS - Dimensional U.S. Equity ETF 8 105 0,00 239 4,39
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 24 519 0,00 722 4,34
2026-02-13 13F Parkside Financial Bank & Trust 107 3
2026-02-10 13F Connor, Clark & Lunn Investment Management Ltd. 0 −100,00 0
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 5 369 −7,29 158 −3,07
2026-02-12 13F Dimensional Fund Advisors Lp 1 377 249 −0,38 41 856 7,17
2026-02-13 13F Citigroup Inc 22 152 −3,04 673 4,34
2026-02-05 13F Bessemer Group Inc 256 54,22 0
2026-02-11 13F Meeder Asset Management Inc 539 7,80 16 14,29
Other Listings
US:SBSI 30,10 US$
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