UBFO - United Security Bancshares Aktier - Aktiekurs, institutionellt ägande, aktieägare (NasdaqGS)

United Security Bancshares

Grundläggande statistik
Institutionella ägare 125 total, 125 long only, 0 short only, 0 long/short - change of 31,58% MRQ
Genomsnittlig portföljallokering 0.0422 % - change of 58,77% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 7 060 803 - 40,40% (ex 13D/G) - change of 2,04MM shares 40,75% MRQ
Institutionellt värde (lång) $ 60 411 USD ($1000)
Institutionellt ägande och aktieägare

United Security Bancshares (US:UBFO) har 125 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 7,060,803 aktier. Största aktieägare inkluderar Bridgewealth Advisory Group, LLC, Dimensional Fund Advisors Lp, Vanguard Group Inc, Banc Funds Co Llc, BlackRock, Inc., Fourthstone LLC, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Geode Capital Management, Llc, DFSVX - U.s. Small Cap Value Portfolio - Institutional Class, and VEXMX - Vanguard Extended Market Index Fund Investor Shares .

United Security Bancshares (NasdaqGS:UBFO) 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 September 11, 2025 is 9,53 / share. Previously, on September 12, 2024, the share price was 8,29 / share. This represents an increase of 15,01% over that period.

UBFO / United Security Bancshares 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.

Institutionell sälj/köp-kvot

Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.

Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.

UBFO / United Security Bancshares Historical Put/Call Ratio
13D/G-Arkiveringar

Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.

Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.

Upgrade to unlock premium data.

Fil Datum Formulär Investerare Föregående
aktier
Senaste
aktier
Δ Aktier
(Procent)
Ägande
(Procent)
Δ Ägande
(Procent)
2024-10-31 13G DIMENSIONAL FUND ADVISORS LP 869,924 5.00
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
(%)
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 57 469 3,35 497 −0,20
2025-06-26 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 1 700 15
2025-08-28 NP IWM - iShares Russell 2000 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 81 994 −80,03 709 −78,91
2025-09-04 13F/A Advisor Group Holdings, Inc. 156 0,00 1 −100,00
2025-07-22 13F Miracle Mile Advisors, LLC 23 000 0,00 199 −3,88
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F Nuveen, LLC 24 686 214
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 19 0
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 3 327 29
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 9 300 0,00 80 −3,61
2025-08-13 13F Hsbc Holdings Plc 17 269 42,86 148 36,11
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 1 108 −35,47 10 −35,71
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 2 348 −70,68 20 −69,23
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 4 0
2025-08-14 13F State Street Corp 124 989 265,11 1 081 253,27
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 1 875 0,00 17 −5,88
2025-08-26 NP BRSIX - Ultra-Small Company Market Fund Class N 33 000 0,00 285 −3,39
2025-08-04 13F Amalgamated Bank 473 0
2025-08-12 13F BlackRock, Inc. 515 531 247,00 4 459 235,01
2025-08-28 NP IWC - iShares Micro-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 31 058 −0,75 269 −4,29
2025-06-26 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 131 423 0,00 1 170 −7,00
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 8 488 −62,91 73 −60,96
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 500 66,67 4 100,00
2025-06-24 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 6 461 0,00 58 −6,56
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-14 13F Private Wealth Advisors, LLC 51 556 0,08 446 −3,47
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite 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 4 657 0,00 40 −11,11
2025-08-11 13F Citigroup Inc 4 647 −67,46 40 −68,50
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1 493 0,00 13 −7,14
2025-08-12 13F Charles Schwab Investment Management Inc 40 451 350
2025-08-14 13F California State Teachers Retirement System 864 7
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 10 900 −13,02 94 −7,84
2025-08-14 13F Qube Research & Technologies Ltd 0 −100,00 0
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies 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 83 790 0,00 724 −11,29
2025-06-26 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 402 0,00 4 0,00
2025-08-14 13F Salzhauer Michael 18 181 0,00 157 −3,09
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 23 977 14,90 213 7,04
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 2 131 0,00 18 −5,26
2025-08-14 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2025-08-14 13F Goldman Sachs Group Inc 25 074 −57,88 217 −59,47
2025-08-20 13F Saratoga Research & Investment Management 11 000 0,00 95 −3,06
2025-08-26 NP Profunds - Profund Vp Small-cap 32 −36,00 0
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street 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 456 4
2025-07-24 NP FSKAX - Fidelity 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 25 842 0,00 223 −11,16
2025-08-08 13F SBI Securities Co., Ltd. 5 150,00 0
2025-06-26 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 6 792 0,00 60 −6,25
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 2 779 9,37 24 9,09
2025-06-26 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 4 425 0,00 39 −7,14
2025-05-15 13F 683 Capital Management, LLC 0 −100,00 0
2025-08-11 13F Lsv Asset Management 4 900 0,00 0
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 5 331 31,76 46 39,39
2025-08-13 13F Renaissance Technologies Llc 92 048 8,23 796 4,46
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 23 321 −3,57 202 1,52
2025-08-08 13F Geode Capital Management, Llc 327 068 119,54 2 829 111,91
2025-08-13 13F New York State Common Retirement Fund 12 000 0
2025-08-14 13F Alliancebernstein L.p. 0 −100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 3 −99,84 0 −100,00
2025-08-12 13F O'shaughnessy Asset Management, Llc 13 401 −11,89 116 −15,44
2025-07-23 13F Mraz, Amerine & Associates, Inc. 18 248 0,00 158 −4,85
2025-08-15 13F Morgan Stanley 50 785 64,59 439 59,06
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2 092 −6,23 18 0,00
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 270 2
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies 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 700 0,00 6 0,00
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 60 992 3,94 543 −3,39
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 270 2
2025-07-25 13F Avion Wealth 0 −100,00 0
2025-08-14 13F Balyasny Asset Management Llc 0 −100,00 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2 153 −21,54 19 −18,18
2025-08-05 13F Bank of New York Mellon Corp 31 895 276
2025-08-13 13F Cerity Partners LLC 52 872 0,00 457 −3,38
2025-08-14 13F Citadel Advisors Llc 13 771 119
2025-08-14 13F/A Barclays Plc 60 456 77,75 1
2025-08-14 13F Royal Bank Of Canada 25 750 47,99 223 42,95
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 40 825 0,00 363 −6,92
2025-08-14 13F Banc Funds Co Llc 536 316 −1,71 4 639 −5,11
2025-08-22 NP FISVX - Fidelity Small Cap Value 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 15 645 232,02 135 255,26
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 48 −30,43 0
2025-08-14 13F UBS Group AG 5 680 −52,55 49 −54,21
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 71 1
2025-07-24 NP FSMAX - Fidelity 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 75 247 −0,55 650 −11,68
2025-06-26 NP USMIX - Extended Market Index Fund 1 348 −17,25 12 −26,67
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 6 499 −18,77 56 −13,85
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 1 443 0,00 13 −7,69
2025-08-04 13F Bridgewealth Advisory Group, LLC 1 218 380 10 539
2025-08-14 13F Susquehanna International Group, Llp 105 471 −56,71 912 −58,20
2025-08-27 NP VBINX - Vanguard Balanced Index 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 1 969 0,00 17 0,00
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 1 190 0,00 10 0,00
2025-08-13 13F Northern Trust Corp 102 223 270,35 884 257,89
2025-08-11 13F Vanguard Group Inc 749 577 11,85 6 484 7,98
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 506 4
2025-08-07 13F Kestra Private Wealth Services, Llc 37 332 1,51 323 −2,13
2025-08-14 13F Cubist Systematic Strategies, LLC 0 −100,00 0
2025-06-26 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 72 977 −2,28 649 −9,10
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index 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 437 554 0,00 3 785 −3,47
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 1 520 0,00 13 0,00
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 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 1 471 −28,56 13 −25,00
2025-08-12 13F American Century Companies Inc 84 805 0,00 734 −3,43
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 0 −100,00 0
2025-08-27 NP VEXMX - Vanguard Extended Market Index 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 212 910 0,00 1 842 −3,46
2025-06-26 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 265 629 −2,93 2 364 −9,70
2025-08-14 13F Bnp Paribas Arbitrage, Sa 3 402 29
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies 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 315 0,00 3 −33,33
2025-08-14 13F Bridgeway Capital Management Inc 143 441 1,37 1 241 −2,13
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 7 565 65
2025-07-24 NP FCFMX - Fidelity Series 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 19 915 9,80 172 −2,27
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 1 307 905,38 11 1 000,00
2025-06-26 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 17 660 0,00 157 −7,10
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 2 881 −36,42 25 −35,14
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional 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 6 311 −48,63 55 −50,91
2025-08-14 13F Fourthstone LLC 497 500 53,66 4 303 48,38
2025-08-12 13F Rhumbline Advisers 13 810 119
2025-08-14 13F Destination Wealth Management 94 506 0,00 817 −3,43
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 50 000 0,00 432 −3,57
2025-06-26 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 58 152 0,00 518 −7,01
2025-06-26 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 30 125 0,00 268 −6,94
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 82 453 7,42 734 −0,14
2025-08-11 13F Empowered Funds, LLC 57 541 3,48 498 −0,20
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 483 108,19 4 300,00
2025-06-26 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 442 0,00 4 −25,00
2025-07-31 13F Planning Center, Inc. 36 025 0,00 312 −3,42
2025-08-14 13F Jain Global LLC 0 −100,00 0
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 4 0,00 0
2025-08-08 13F/A Sterling Capital Management LLC 374 3
2025-08-12 13F Legal & General Group Plc 1 247 11
2025-05-13 13F Kennedy Capital Management, Inc. 0 −100,00 0
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 420 0,00 4 0,00
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 32 0
2025-08-28 NP IWN - iShares Russell 2000 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 119 257 −46,75 1 032 −43,78
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 8 637 0,00 77 −7,32
2025-08-12 13F Jpmorgan Chase & Co 6 660 7 061,29 58
2025-08-14 13F Bank Of America Corp /de/ 14 969 1 045,29 129 1 072,73
2025-08-14 13F Millennium Management Llc 19 961 −90,81 173 −91,17
2025-08-11 13F rhino investment partners, Inc 0 −100,00 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1 414 23,71 12 33,33
2025-08-12 13F Ameritas Investment Partners, Inc. 1 414 12
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 0 −100,00 0
2025-07-11 13F Caldwell Securities, Inc 10 065 0,00 87 −3,33
2025-05-01 13F Cwm, Llc 0 −100,00 0
2025-08-12 13F Dimensional Fund Advisors Lp 914 699 2,08 7 912 −1,44
2025-08-14 13F Wells Fargo & Company/mn 8 886 888 500,00 77
Other Listings
DE:4QR 8,05 €
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista