C9N0 Institutionellt ägande, köpare

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Stellar Bancorp, Inc. inkluderar Cooper Financial Group, MOPCX - NYLI WMC Small Companies Fund Class C, Financial Synergies Wealth Advisors, Inc., Paragon Capital Management LLC, Verition Fund Management LLC, Vident Advisory, LLC, Clear Street Markets Llc, VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, Hartland & Co., LLC, Twin Peaks Wealth Advisors, LLC, Skopos Labs, Inc., TEXN - iShares Texas Equity ETF, Bare Financial Services, Inc, Hantz Financial Services, Inc., Geneos Wealth Management Inc., SRS Capital Advisors, Inc., ETTOX - E*TRADE No Fee Total Market Index Fund, EBI - Longview Advantage ETF, och DecisionPoint Financial, LLC .

Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum	Källa	Investerare	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-06-30	NP	SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF	900		22
2025-08-05	13F	Bank Of Montreal /can/	7 536	1,11	211	1,94
2025-07-24	13F	Ronald Blue Trust, Inc.	2 010	7,83	56	9,80
2025-06-27	NP	AVFIX - American Beacon Small Cap Value Fund Institutional Class	24 000	28,08	599	12,59
2025-08-14	13F	Price T Rowe Associates Inc /md/	40 211	18,47	1
2025-08-14	13F	Susquehanna International Group, Llp	78 501	1,16	2 196	2,33
2025-07-22	NP	GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF	8 513	0,61	229	−6,91
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class	37 210	2,48	1 041	3,69
2025-06-24	NP	BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF	18 538	11,49	463	−2,12
2025-08-08	13F	Larson Financial Group LLC	70	1 300,00	2
2025-07-11	13F/A	Umb Bank N A/mo	136	58,14	4	50,00
2025-06-26	NP	DFUV - Dimensional US Marketwide Value ETF	22 100	7,90	552	−5,16
2025-08-28	NP	KRE - SPDR(R) S&P Regional Banking(SM) ETF 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	285 832	50,05	7 998	51,80
2025-08-14	13F	Colony Group, LLC	14 575	0,37	408	1,50
2025-08-12	13F	XTX Topco Ltd	17 594	20,36	492	21,78
2025-08-08	13F	Creative Planning	38 259	201,20	1 070	204,84
2025-08-14	13F	Mercer Global Advisors Inc /adv	203 311	0,03	5 689	1,19
2025-08-06	13F	True Wealth Design, LLC	145	559,09	4
2025-06-27	NP	RSSL - Global X Russell 2000 ETF	29 784	6,50	743	−6,42
2025-07-08	13F	Parallel Advisors, LLC	663	13,33	19	12,50
2025-09-04	13F/A	Advisor Group Holdings, Inc.	2 217		62
2025-07-18	13F	Cooper Financial Group	310 293		8 682
2025-07-24	13F	Us Bancorp \de\	102		3
2025-06-26	NP	DFUS - Dimensional U.S. Equity ETF	16 175	17,53	404	3,33
2025-06-26	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares	188	6,82	5	0,00
2025-06-24	NP	Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF	480	60,00	12	37,50
2025-07-29	13F	Financial Synergies Wealth Advisors, Inc.	65 848		1 842
2025-06-24	NP	MOPCX - NYLI WMC Small Companies Fund Class C	116 779		2 915
2025-07-15	13F	Fifth Third Bancorp	168	500,00	5
2025-08-14	13F	Verition Fund Management LLC	15 820		443
2025-08-12	13F	SRS Capital Advisors, Inc.	30		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	259 957	0,74	6 998	−6,77
2025-07-21	13F	Segment Wealth Management, LLC	79 938	0,04	2 237	1,18
2025-06-26	NP	DFSU - Dimensional US Sustainability Core 1 ETF	1 786	2,41	45	−10,20
2025-07-29	NP	VRTIX - Vanguard Russell 2000 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	246 058	9,48	6 624	1,32
2025-08-13	13F	Jones Financial Companies Lllp	4 581	133,96	129	141,51
2025-08-12	13F	Prudential Financial Inc	47 980	3,65	1 342	4,84
2025-08-08	13F/A	Sterling Capital Management LLC	1 271	49,88	36	52,17
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	66 976	7,91	1 803	−0,17
2025-08-15	13F	Morgan Stanley	393 426	6,25	11 008	7,48
2025-08-13	13F	Bare Financial Services, Inc	83		2
2025-07-28	NP	AVSBX - Avantis U.S. Small Cap Equity Fund G Class	5 658	14,86	152	6,29
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	1 269	19,49	36	20,69
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	253 094	3,30	6 317	−9,21
2025-08-14	13F	Vident Advisory, LLC	7 214		202
2025-06-26	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	9 317	15,97	233	1,75
2025-08-12	13F	Fca Corp /tx	40 612	1,43	1 136	2,62
2025-08-29	NP	JADMX - Small Cap Opportunities Trust NAV	2 989	152,66	84	159,38
2025-08-14	13F	Hancock Whitney Corp	30 115	27,72	843	29,14
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class	1 037	6,36	29	11,54
2025-08-28	NP	ITOT - iShares Core S&P Total U.S. Stock Market 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	60 287	2,61	1 687	3,75
2025-06-26	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	495 007	2,29	12 355	−10,10
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1	5 587	2,65	139	−9,74
2025-07-15	13F	Sheets Smith Wealth Management	15 819	2,12	443	3,27
2025-08-13	13F	Pictet Asset Management Holding SA	9 778	16,35	274	17,67
2025-08-15	13F	Tower Research Capital LLC (TRC)	9 155	567,76	256	591,89
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	113 776	0,70	2 840	−11,50
2025-08-14	13F	Aqr Capital Management Llc	37 028	39,71	1 036	41,34
2025-07-28	NP	QVMS - Invesco S&P SmallCap 600 QVM Multi-factor 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	7 635	0,26	206	−7,24
2025-08-18	13F	Geneos Wealth Management Inc.	41		1
2025-05-22	NP	ROSC - Hartford Multifactor Small Cap ETF	1 746	19,84	48	17,07
2025-08-14	13F/A	Skopos Labs, Inc.	127		4
2025-08-01	13F	Teacher Retirement System Of Texas	12 129	15,39	339	16,90
2025-07-16	13F	Signaturefd, Llc	262	127,83	7	133,33
2025-08-08	13F	Police & Firemen's Retirement System of New Jersey	11 430	9,28	320	10,38
2025-08-28	NP	MMTM - SPDR S&P 1500 Momentum Tilt ETF 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	157	3 040,00	4
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	210 096	10,87	5 244	−2,56
2025-08-08	13F	Foundations Investment Advisors, LLC	9 303	1,03	260	2,36
2025-08-15	13F	CI Private Wealth, LLC	30 290	99,74	848	102,15
2025-08-14	13F	State Street Corp	2 116 900	3,02	59 231	4,21
2025-08-08	13F	Paragon Capital Management LLC	65 848		1 842
2025-06-26	NP	DXUV - Dimensional US Vector Equity ETF	3 955	7 505,77	99	9 700,00
2025-08-14	13F	EJF Capital LLC	16 978	2,65	475	3,94
2025-08-14	13F	Ubs Asset Management Americas Inc	137 433	58,82	3 845	60,68
2025-08-22	NP	FESM - Fidelity Enhanced Small Cap ETF	9 019	4,88	252	6,33
2025-06-25	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	2 655	3,87	66	−8,33
2025-08-27	NP	VSTCX - Vanguard Strategic Small-Cap Equity 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	38 799	29,39	1 086	30,88
2025-06-23	NP	PJARX - SmallCap Value Fund II R-3	3 858	14,62	96	1,05
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	10 897	20,36	272	5,45
2025-07-25	13F	Cwm, Llc	1 647	18,23	0
2025-07-09	13F	Harbor Capital Advisors, Inc.	260	29,35	0
2025-07-28	NP	HDG - ProShares Hedge Replication ETF	65	12,07	2	0,00
2025-08-14	13F/A	Barclays Plc	105 352	47,80	3	100,00
2025-08-14	13F	Millennium Management Llc	919 819	4,24	25 737	5,44
2025-05-15	13F	Texas Permanent School Fund	45 366		1 132
2025-08-12	13F	Dimensional Fund Advisors Lp	2 250 427	5,90	62 967	7,13
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	1 464 912	1,60	40 988	2,77
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II	9 102	3,89	255	4,96
2025-08-07	13F	Allworth Financial LP	116	480,00	3
2025-08-11	13F	HighTower Advisors, LLC	286 171	2,60	8 007	3,78
2025-08-08	13F	Pnc Financial Services Group, Inc.	2 979	2,69	83	3,75
2025-06-26	NP	ETTOX - E*TRADE No Fee Total Market Index Fund	14		0
2025-07-28	NP	AVSC - Avantis U.S. Small Cap 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	93 625	8,20	2 520	0,12
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	88 252	3,12	2 376	−4,58
2025-08-14	13F	Rafferty Asset Management, LLC	39 027	63,53	1 092	65,30
2025-08-13	13F	Twin Peaks Wealth Advisors, LLC	189		6
2025-08-13	13F	Quadrant Capital Group Llc	7 533	0,04	211	0,96
2025-06-26	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	10 153	4,25	253	−8,33
2025-08-29	NP	JAFEX - Total Stock Market Index Trust NAV	994	15,45	28	17,39
2025-08-26	NP	TEXN - iShares Texas Equity ETF	115		3
2025-06-26	NP	DFSV - Dimensional US Small Cap Value ETF	186 442	11,87	4 654	−1,69
2025-08-28	NP	SSBIX - State Street Balanced Index Fund Class K	554	84,05	16	87,50
2025-07-28	NP	VCSLX - Small Cap Index Fund	20 421	8,82	550	0,73
2025-08-14	13F	UBS Group AG	108 695	59,54	3 041	61,41
2025-08-12	13F	Rhumbline Advisers	143 693	1,91	4 021	3,08
2025-04-29	NP	HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class	14 151	58,27	412	48,38
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class	2 522	8,15	71	9,38
2025-08-28	NP	SPTM - SPDR(R) Portfolio Total Stock Market ETF 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	5 017	3,40	140	4,48
2025-08-28	NP	VLU - SPDR S&P 1500 Value Tilt ETF 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	710	1,87	20	0,00
2025-07-25	NP	PMSAX - Global Multi-Strategy Fund Class A	1 570	4,46	42	−2,33
2025-07-29	NP	SMXAX - SIIT Extended Market Index Fund - Class A	9 040	42,59	243	32,07
2025-07-29	NP	VFMFX - Vanguard U.S. Multifactor Fund Admiral 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	1 320		36
2025-08-12	13F	Proequities, Inc.	0		0
2025-08-13	13F	EverSource Wealth Advisors, LLC	751	464,66	21	600,00
2025-08-14	13F	Fmr Llc	14 631	8,27	409	9,65
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB	57 192	0,48	1 600	1,65
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB	1 774	3,38	50	4,26
2025-08-14	13F	Wells Fargo & Company/mn	30 366	2,96	850	4,17
2025-07-29	NP	EBI - Longview Advantage ETF	13		0
2025-08-04	13F	Hantz Financial Services, Inc.	68		0
2025-08-26	NP	Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF	530	4,74	15	7,69
2025-08-04	13F	Strs Ohio	19 300	7,82	540	9,09
2025-06-24	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	121 890	2,73	3 042	−9,71
2025-08-08	13F	Hartland & Co., LLC	190		5
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	4 403	6,10	123	7,89
2025-06-26	NP	DFAT - Dimensional U.S. Targeted Value ETF	216 296	8,41	5 399	−4,73
2025-08-08	13F	Commonwealth Of Pennsylvania Public School Empls Retrmt Sys	406 962	3 476,43	4 364	1 289,81
2025-08-14	13F	DecisionPoint Financial, LLC	7		0
2025-07-28	NP	MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF	2 259	26,48	61	17,65
2025-06-26	NP	DFAS - Dimensional U.S. Small Cap ETF	128 821	26,52	3 215	11,21
2025-08-14	13F	Citadel Advisors Llc	46 634		1 305
2025-06-26	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	21 726	3,57	542	−8,91
2025-08-14	13F	Bank Of America Corp /de/	146 124	12,05	4 089	13,34
2025-08-11	13F	Universal- Beteiligungs- und Servicegesellschaft mbH	50 814	13,59	1 422	14,87
2025-08-12	13F	MAI Capital Management	1 041	4,10	29	7,41
2025-08-14	13F	Bridgeway Capital Management Inc	393 685	2,52	11 015	3,70
2025-08-26	NP	QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series	84 496	2,01	2 364	3,19
2025-07-22	13F	WJ Interests, LLC	27 506	0,02	770	1,18
2025-08-27	NP	ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2	15 037	2,45	421	3,70
2025-07-16	13F	State of Alaska, Department of Revenue	27 299	3,57	1
2025-08-29	NP	BSVO - EA Bridgeway Omni Small-Cap Value ETF	185 285	5,35	5 184	6,58
2025-08-12	13F	Sfmg, Llc	33 223	0,04	930	1,20
2025-06-25	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	13 178	0,48	329	−11,83
2025-08-14	13F	Integrated Wealth Concepts LLC	34 741	0,88	972	2,10
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	432 185	7,17	10 787	−5,81
2025-06-27	NP	EBIT - Harbor AlphaEdge Small Cap Earners ETF	259	29,50	6	20,00
2025-06-26	NP	DCOR - Dimensional US Core Equity 1 ETF	6 072	64,33	152	45,19
2025-08-07	13F	King Luther Capital Management Corp	1 283 086	0,21	35 901	1,37
2025-06-26	NP	DFAU - Dimensional US Core Equity Market ETF	11 476	19,47	286	5,15
2025-08-12	13F	Clear Street Markets Llc	1 608		45
2025-08-13	13F	ExodusPoint Capital Management, LP	142 379	67,75	4	50,00
2025-08-14	13F	Voya Investment Management Llc	14 718	0,90	412	1,99
2025-08-26	NP	VVICX - Voya VACS Index Series SC Portfolio	3 675	3,70	103	4,08
2025-08-12	13F	Public Sector Pension Investment Board	156 203	3,60	4 371	4,80
2025-08-14	13F	North Reef Capital Management LP	1 540 000	7 600,00	43 089	7 691,86
2025-08-11	13F	Empowered Funds, LLC	185 545	5,49	5 192	6,72
2025-08-14	13F/A	Rockefeller Capital Management L.P.	22 715	1,56	636	2,75
2025-08-14	13F	Sunbelt Securities, Inc.	34 501	94,72	978	99,59

DE:C9N0 / Stellar Bancorp, Inc. - Institutionellt ägande - Köpare

Institutionellt ägande och fondägande - Köpare

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