CBY Institutionellt ägande, köpare - Community Financial System, Inc.

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Community Financial System, Inc. inkluderar Basswood Capital Management, L.l.c., XSMO - Invesco S&P SmallCap Momentum ETF, IWO - iShares Russell 2000 Growth ETF, FYC - First Trust Small Cap Growth AlphaDEX Fund, Susquehanna Portfolio Strategies, LLC, FECGX - Fidelity Small Cap Growth Index Fund, Mariner, LLC, Gitterman Wealth Management, LLC, LONAX - Longboard Alternative Growth Fund Class A, BBGSX - Bridge Builder Small/Mid Cap Growth Fund, EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB, RUSC - U.S. Small Cap Equity Active ETF, BNP Paribas Asset Management Holding S.A., PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P, Aster Capital Management (DIFC) Ltd, Twin Peaks Wealth Advisors, LLC, FTKI - First Trust Small Cap BuyWrite Income ETF, MAI Capital Management, Atlantic Trust, LLC, och Fortitude Family Office, 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	Typ	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		31 780	6,60	1 735	−11,21
2025-07-29	NP	SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A		2 725	492,39	153	427,59
2025-08-14	13F	Mml Investors Services, Llc		17 651	8,71	1
2025-07-24	13F	CWM Advisors, LLC		6 832	12,76	389	12,79
2025-08-08	13F	Avantax Advisory Services, Inc.		5 084	1,88	289	2,12
2025-08-07	13F	Profund Advisors Llc		4 204	0,48	239	0,84
2025-06-26	NP	DFUV - Dimensional US Marketwide Value ETF		39 313	0,04	2 146	−16,66
2025-08-14	13F	Hilton Capital Management, LLC		49 827	10,25	2 834	10,28
2025-07-16	13F	State of Alaska, Department of Revenue		31 462	7,81	2	0,00
2025-08-14	13F	FJ Capital Management LLC		270 197	157,02	15 366	157,09
2025-08-18	NP	PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P		6 119	2,31	348	2,06
2025-07-15	13F	Fortitude Family Office, LLC		14		1
2025-08-05	13F	Bank Of Montreal /can/		11 040	0,36	628	0,32
2025-08-06	13F	Commonwealth Equity Services, Llc		26 713	4,15	2	0,00
2025-08-14	13F/A	Barclays Plc		113 505	45,54	6	50,00
2025-06-24	NP	BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF		18 766	11,51	1 024	−7,08
2025-08-26	NP	FTKI - First Trust Small Cap BuyWrite Income ETF		46		3
2025-08-14	13F	Occudo Quantitative Strategies Lp		13 385	39,11	761	39,38
2025-08-14	13F	Comerica Bank		19 900	0,79	1 132	0,80
2025-08-13	13F	Arizona State Retirement System		15 420	2,27	877	2,22
2025-05-27	NP	Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A		4 564	0,13	260	−7,83
2025-08-14	13F	Benjamin Edwards Inc		5 307	12,03	302	11,90
2025-06-27	NP	BIVIX - Invenomic Fund Institutional Class shares	Short	−85 918		−4 690
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A		19 077	6,09	1 085	6,07
2025-08-14	13F	Rafferty Asset Management, LLC		35 956	7,62	2 045	7,64
2025-06-30	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		158 044		8 628
2025-07-29	NP	LONAX - Longboard Alternative Growth Fund Class A		2 640		148
2025-08-28	NP	TPSC - Timothy Plan US Small Cap Core ETF		8 137	13,55	463	13,51
2025-06-25	NP	CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class		0	−100,00	0	−100,00
2025-07-28	NP	VCSLX - Small Cap Index Fund		22 241	11,30	1 251	−1,11
2025-08-28	NP	SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF		54	17,39	3	50,00
2025-07-24	13F	Jfs Wealth Advisors, Llc		39	30,00	2	100,00
2025-08-12	13F	Proequities, Inc.	Put	0		0
2025-08-12	13F	Proequities, Inc.	Call	0		0
2025-08-22	NP	FESM - Fidelity Enhanced Small Cap ETF		101 668	4,94	5 782	4,96
2025-08-12	13F	Proequities, Inc.		0		0
2025-07-08	13F	Rise Advisors, LLC		703	0,72	40	0,00
2025-07-22	NP	GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF		8 275	31,41	465	16,83
2025-08-19	NP	NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio		18 779	3,20	1 068	3,19
2025-08-26	NP	XJR - iShares ESG Screened S&P 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		4 145	4,78	236	4,91
2025-09-04	13F/A	Advisor Group Holdings, Inc.		9 358	11,17	532	11,30
2025-07-23	13F	Maryland State Retirement & Pension System		15 532	1,09	883	1,15
2025-08-29	NP	JAEWX - Small Cap Index Trust NAV		10 085	0,38	574	0,35
2025-06-26	NP	DCOR - Dimensional US Core Equity 1 ETF		4 676	60,69	255	34,21
2025-06-23	NP	PJARX - SmallCap Value Fund II R-3		4 072	14,51	222	−4,72
2025-07-24	NP	ESML - iShares ESG MSCI USA 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		23 039	10,39	1 296	−1,89
2025-07-22	NP	GSSIX - Goldman Sachs Small Cap Value Fund Institutional		131 558	25,58	7 399	11,58
2025-08-19	NP	GARTX - Goldman Sachs Absolute Return Tracker Fund Class A		1 536	46,29	87	47,46
2025-08-01	13F	Bessemer Group Inc		181	29,29	0
2025-08-12	13F	SRS Capital Advisors, Inc.		57	3,64	3	0,00
2025-07-17	13F	Raleigh Capital Management Inc.		8		0
2025-08-20	NP	RUSC - U.S. Small Cap Equity Active ETF		887		50
2025-08-26	NP	Profunds - Profund Vp Small-cap		121	2,54	7	0,00
2025-08-27	NP	BBGSX - Bridge Builder Small/Mid Cap Growth Fund		2 479		141
2025-08-27	NP	Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A		202 351	7,59	11 508	7,60
2025-08-29	NP	JADMX - Small Cap Opportunities Trust NAV		3 533	9,28	201	9,29
2025-08-14	13F	Fmr Llc		129 184	3,96	7 347	3,98
2025-08-14	13F	Stifel Financial Corp		47 912	40,35	2 725	40,34
2025-08-14	13F	Waterford Advisors, LLC		64 107		2 551
2025-08-15	13F	Morgan Stanley		2 224 430	0,02	126 503	0,04
2025-07-31	13F	Waldron Private Wealth LLC		216 121	1,55	12 390	1,57
2025-08-08	13F	Ogorek Anthony Joseph /ny/ /adv		565	0,71	0
2025-08-12	13F	Prudential Financial Inc		54 718	6,00	3 740	5,06
2025-08-13	13F	EverSource Wealth Advisors, LLC		781	176,95	44	175,00
2025-08-26	NP	NSIDX - Northern Small Cap Index Fund		24 499	2,51	1 393	2,58
2025-05-02	13F/A	Mackenzie Financial Corp		3 310		204
2025-08-29	NP	JAFEX - Total Stock Market Index Trust NAV		882	3,89	50	4,17
2025-08-07	13F	Parkside Financial Bank & Trust		103	186,11	6	150,00
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		24 010	2,76	1 311	−14,44
2025-07-28	NP	AVSU - Avantis Responsible U.S. Equity ETF		854	7,56	48	−4,00
2025-08-29	NP	STXK - Strive Small-Cap ETF		1 652	3,51	94	3,33
2025-08-29	NP	SFSLX - 1919 Financial Services Fund Class C		24 800	115,65	1 410	115,93
2025-08-08	13F	Larson Financial Group LLC		11	120,00	1
2025-08-13	13F	Bare Financial Services, Inc		133	411,54	8	600,00
2025-06-27	NP	EBIT - Harbor AlphaEdge Small Cap Earners ETF		186	23,18	10	11,11
2025-08-11	13F	Covestor Ltd		702	24,91	0
2025-07-29	NP	EBI - Longview Advantage ETF		471	1 862,50	26	2 500,00
2025-08-28	NP	BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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	Short	−3 473		1
2025-08-28	NP	CBHAX - Victory Market Neutral Income Fund Class A		127 580	13,71	7 255	13,73
2025-08-15	13F	Tower Research Capital LLC (TRC)		6 474	206,24	368	206,67
2025-08-12	13F	Dimensional Fund Advisors Lp		1 825 822	1,62	103 837	1,64
2025-08-08	13F/A	Sterling Capital Management LLC		76 510	0,25	4 351	0,28
2025-08-12	13F	Pathstone Holdings, LLC		5 585		318
2025-08-27	NP	RYRUX - Russell 2000 2x Strategy Fund A-Class Shares		270	2,66	15	7,14
2025-07-31	13F	State of New Jersey Common Pension Fund D		33 615	8,22	1 912	8,21
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A		8 103	2,47	461	2,45
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		2 624	4,96	143	−12,27
2025-06-26	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		15 751	2,43	860	−14,70
2025-08-12	13F	Rhumbline Advisers		150 916	0,69	8 583	0,70
2025-08-11	13F	Principal Securities, Inc.		2 334	31,57	133	21,10
2025-08-04	13F	Hantz Financial Services, Inc.		170	157,58	0
2025-08-06	13F	Rialto Wealth Management, LLC		2		0
2025-08-14	13F	Ubs Asset Management Americas Inc		193 472	41,61	11 003	41,63
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class		39 628	2,86	2 254	2,88
2025-08-13	13F	California Public Employees Retirement System		92 254	0,26	5 246	0,29
2025-08-11	13F	New Age Alpha Advisors, LLC		2 773	1,61	158	1,29
2025-08-14	13F	Voloridge Investment Management, Llc		34 725	16,56	1 975	16,60
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		287 441	0,70	16 166	−10,52
2025-08-13	13F	New York State Common Retirement Fund		18 049	11,08	1
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		14 199	15,43	775	−3,85
2025-08-08	13F	Commonwealth Of Pennsylvania Public School Empls Retrmt Sys		13 569	7,66	772	7,68
2025-08-18	NP	PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I		14 140	6,76	804	6,77
2025-08-14	13F	California State Teachers Retirement System		48 580	0,39	2 763	0,40
2025-08-14	13F	Voya Investment Management Llc		14 501	1,48	825	1,48
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		27 007	7,13	1 536	7,12
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		6 699	3,36	381	3,26
2025-08-01	13F	Y-Intercept (Hong Kong) Ltd		19 060	56,10	1 084	56,05
2025-06-26	NP	DFAC - Dimensional U.S. Core Equity 2 ETF		106 415	14,64	5 809	−4,49
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1		5 944	2,55	324	−14,51
2025-08-14	13F	Lazard Asset Management Llc		20 468	0,99	1	0,00
2025-08-13	13F	First Trust Advisors Lp		96 664	169,20	5 497	169,33
2025-07-21	13F	Qrg Capital Management, Inc.		6 740	2,70	383	2,68
2025-06-25	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		36 088	268,55	1 970	207,33
2025-08-14	13F	Gallagher Fiduciary Advisors, LLC		11 054	22,44	629	22,42
2025-07-31	13F	Nisa Investment Advisors, Llc		24 794	0,52	1 421	0,57
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		1 693 184	1,00	96 291	1,02
2025-08-04	13F	Amalgamated Bank		15 017	0,32	1
2025-08-13	13F	MetLife Investment Management, LLC		31 602	4,81	1 797	4,84
2025-07-25	13F	Oregon Public Employees Retirement Fund		12 144	0,83	691	0,88
2025-08-11	13F	Vanguard Group Inc		6 390 604	0,82	363 434	0,84
2025-08-12	13F	American Century Companies Inc		14 399	0,30	819	0,25
2025-07-29	NP	ISMD - Inspire Small/Mid Cap Impact ETF		6 223	1,47	350	−10,05
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class		2 790	7,02	159	6,76
2025-05-15	13F	Texas Permanent School Fund		26 745		1 460
2025-08-28	NP	BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio 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	−28 734		11
2025-08-29	NP	JAFVX - Strategic Equity Allocation Trust Series NAV		7 785	4,92	443	4,99
2025-06-26	NP	SMCO - Hilton Small-MidCap Opportunity ETF		35 150	8,16	1 919	−9,91
2025-08-27	NP	RYRRX - Russell 2000 Fund Class A		124	2,48	7	16,67
2025-06-26	NP	DFAT - Dimensional U.S. Targeted Value ETF		245 471	13,79	13 400	−5,20
2025-08-28	NP	New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES		2 773	1,61	158	1,29
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		529 065	2,29	28 882	−14,79
2025-08-14	13F	Aquatic Capital Management LLC		10 627	69,68	604	69,66
2025-07-09	13F	Harbor Capital Advisors, Inc.		187	23,03	0
2025-08-01	13F	Envestnet Asset Management Inc		97 781	16,42	5 561	16,44
2025-07-28	NP	SMDV - ProShares Russell 2000 Dividend Growers ETF		116 921	4,62	6 576	−7,04
2025-08-14	13F	Balyasny Asset Management Llc		354 906	25,29	20 184	25,31
2025-08-08	13F	Police & Firemen's Retirement System of New Jersey		11 810	6,03	672	6,00
2025-08-06	13F	AE Wealth Management LLC		3 991	1,06	227	1,34
2025-08-08	13F	Geode Capital Management, Llc		1 242 767	0,10	70 686	0,11
2025-07-24	13F	IFP Advisors, Inc		0		17
2025-08-08	13F	Cetera Investment Advisers		15 175	39,22	863	39,26
2025-08-14	13F	Toroso Investments, LLC		35 354	1,76	2 011	1,77
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB		1 934		110
2025-07-28	NP	MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF		2 234	19,59	126	5,93
2025-06-26	NP	DFAS - Dimensional U.S. Small Cap ETF		137 218	0,97	7 491	−15,89
2025-08-28	NP	SDY - SPDR(R) S&P(R) Dividend 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		597 408	10,26	33 975	10,28
2025-08-22	NP	FECGX - Fidelity Small Cap Growth 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		8 044		457
2025-07-25	NP	SCHB - Schwab U.S. Broad Market ETF 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		30 847	0,16	1 735	−11,03
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB		61 724	0,76	3 510	0,78
2025-08-13	13F	Victory Capital Management Inc		143 525	9,72	8 162	9,73
2025-08-13	13F	Norges Bank		607 448		34 546
2025-07-10	13F	Fulton Bank, N.a.		9 880	1,28	562	1,26
2025-08-29	NP	DES - WisdomTree U.S. SmallCap Dividend Fund N/A		90 881	9,22	5 168	9,24
2025-07-22	13F	HFM Investment Advisors, LLC		4	300,00	0
2025-08-13	13F	Twin Peaks Wealth Advisors, LLC		182		11
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		291 587	14,38	15 918	−4,72
2025-06-25	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		35 651		1 946
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		15 875	11,87	867	−6,78
2025-03-26	NP	FTLS - First Trust Long/Short Equity ETF 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		0	−100,00	0	−100,00
2025-08-14	13F/A	Skopos Labs, Inc.		209	41,22	12	37,50
2025-08-12	13F	Public Sector Pension Investment Board		180 167	7,86	10 246	7,89
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		130 321	3,15	7 114	−14,07
2025-06-25	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		4 414	94,19	241	60,00
2025-08-18	NP	PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P		405		23
2025-07-17	13F	Janney Montgomery Scott LLC		50 920	1,02	3	0,00
2025-07-25	NP	FNDB - Schwab Fundamental U.S. Broad Market Index ETF 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		1 027	3,42	58	−8,06
2025-07-22	13F	Bay Harbor Wealth Management, LLC		3	200,00	0
2025-08-20	NP	ASMOX - AQR Small Cap Momentum Style Fund Class I		2 483	1,76	141	2,17
2025-08-12	13F	Dynamic Technology Lab Private Ltd		17 690	61,55	1 006	61,74
2025-08-13	13F	Level Four Advisory Services, Llc		13 293	9,01	756	8,95
2025-08-14	13F	Susquehanna International Group, Llp	Put	23 700		1 348
2025-08-14	13F	Susquehanna International Group, Llp		89 435	4,59	5 086	4,63
2025-07-28	NP	HDG - ProShares Hedge Replication ETF		69	11,29	4	0,00
2025-07-31	13F	Cambridge Investment Research Advisors, Inc.		8 062	3,47	0
2025-08-14	13F	Susquehanna International Group, Llp	Call	7 500	70,45	427	70,40
2025-07-23	NP	CFSLX - Column Small Cap Fund		5 125	8,37	288	−3,68
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		9 861	32,77	538	10,70
2025-08-14	13F	Xponance, Inc.		4 110	4,05	234	4,02
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		815 084	0,01	46 354	0,02
2025-08-14	13F	Basswood Capital Management, L.l.c.		267 018		15 185
2025-08-14	13F	Tudor Investment Corp Et Al		50 312		2 861
2025-06-26	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares		217	1,40	12	−21,43
2025-08-13	13F	Allegheny Financial Group LTD		6 122	0,16	348	0,29
2025-06-26	NP	DFSU - Dimensional US Sustainability Core 1 ETF		4 440	30,67	242	9,01
2025-07-25	13F	Yousif Capital Management, Llc		19 665	1,16	1 118	1,18
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		10 160	7,22	555	−10,65
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		8 738	2,17	491	−9,24
2025-08-14	13F	Susquehanna Portfolio Strategies, LLC		22 053		1 254
2025-08-08	13F	Atlantic Trust, LLC		28		2
2025-05-28	NP	JMEE - JPMorgan Market Expansion Enhanced Equity ETF		8 425	10,16	479	1,70
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A		38 862	0,45	2 210	0,50
2025-08-28	NP	BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 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	−111		0
2025-08-15	NP	PSC - Principal U.S. Small-Cap Multi-Factor Index ETF		37 651	66,24	2 141	53,26
2025-08-12	13F	Gitterman Wealth Management, LLC		2 957		168
2025-07-14	13F	Park Avenue Securities Llc		4 534	4,95	0
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		10 027	1,67	570	1,79
2025-08-05	13F	Bank of New York Mellon Corp		541 206	0,07	30 778	0,09
2025-07-11	13F	Farther Finance Advisors, LLC		1 403	841,61	80	887,50
2025-08-26	NP	Profunds - Profund Vp Small-cap Value		415	0,48	24	0,00
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		937	9,08	53	10,42
2025-07-17	13F	DiNuzzo Private Wealth, Inc.		10	25,00	1
2025-08-14	13F	Mariner, LLC		4 188		238
2025-08-13	13F	Arrowstreet Capital, Limited Partnership		5 417		308
2025-08-26	NP	Profunds - Profund Vp Small-cap Growth		775	2,51	44	4,76
2025-07-25	13F	Community Bank, N.A.		118 285	3,69	6 727	3,70
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		74 544	6,97	4 192	−4,94
2025-08-14	13F	Qube Research & Technologies Ltd		157 879	49,93	8 979	49,96
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		63 197	44,80	3 594	44,86
2025-08-12	13F	LPL Financial LLC		29 654	6,31	1 686	6,31
2025-08-28	NP	IWO - iShares Russell 2000 Growth 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		104 537		5 945
2025-08-11	13F	Rothschild Investment Llc		105	50,00	6	66,67
2025-08-14	13F	Raymond James Financial Inc		11 095	0,14	631	0,00
2025-07-23	NP	CFSSX - Column Small Cap Select Fund		29 667	17,57	1 668	4,45
2025-08-08	13F	Principal Financial Group Inc		299 745	14,30	17 046	14,32
2025-08-26	NP	QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series		91 777	4,87	5 219	4,88
2025-06-26	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		6 948	15,07	379	−4,05
2025-08-26	NP	VVICX - Voya VACS Index Series SC Portfolio		3 707	6,04	211	6,06
2025-08-04	13F	Atria Investments Llc		15 321	55,83	871	55,81
2025-08-27	NP	RYMKX - Russell 2000 1.5x Strategy Fund Class H		74	2,78	4	0,00
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II		9 986	12,89	568	12,95
2025-08-13	13F	Jones Financial Companies Lllp		8		0
2025-08-27	NP	PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I		47 236	0,64	2 686	0,67
2025-08-14	13F	Mercer Global Advisors Inc /adv		9 496	0,75	540	0,93
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		1 406	25,65	80	25,40
2025-06-26	NP	DFAU - Dimensional US Core Equity Market ETF		9 376	1,74	512	−15,26
2025-06-26	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	87,01	197	55,56
2025-08-12	13F	Legal & General Group Plc		143 888	1,58	8 183	1,59
2025-08-12	13F	O'shaughnessy Asset Management, Llc		3 809	6,69	217	6,93
2025-07-16	13F	Brown, Lisle/cummings, Inc.		945	0,85	54	0,00
2025-05-29	NP	SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1		113	3,67	6	0,00
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		10 157	18,78	554	−1,07
2025-08-25	13F/A	Neuberger Berman Group LLC		3 795 979	4,53	215 877	4,55
2025-07-29	NP	VRTTX - Vanguard Russell 3000 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		3 850	9,66	217	−2,70
2025-08-12	13F	Jacobi Capital Management LLC		206 003	157,02	11 715	157,08
2025-06-26	NP	DFUS - Dimensional U.S. Equity ETF		14 582	11,17	796	−7,33
2025-08-14	13F	Price T Rowe Associates Inc /md/		47 526	10,19	3	0,00
2025-06-26	NP	DXUV - Dimensional US Vector Equity ETF		1 631	23,00	89	3,49
2025-08-14	13F	Quarry LP		782	1 067,16	44	1 366,67
2025-08-14	13F	Aster Capital Management (DIFC) Ltd		198		11
2025-08-07	13F	Zurcher Kantonalbank (Zurich Cantonalbank)		15 607	9,34	888	9,37
2025-08-06	13F	BNP Paribas Asset Management Holding S.A.		545		0
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		262 484	9,56	14 762	−2,64
2025-08-12	13F	MAI Capital Management		29		2
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		4 964	12,43	282	12,35
2025-07-25	13F	Hemington Wealth Management		121	10,00	0
2025-07-23	13F	Klp Kapitalforvaltning As		11 100	11,00	636	11,01

DE:CBY / Community Financial System, Inc. - Institutionellt ägande - Köpare

Institutionellt ägande och fondägande - Köpare

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