ESQ Institutionellt ägande, köpare - Esquire Financial Holdings, Inc.

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Esquire Financial Holdings, Inc. inkluderar Envestnet Asset Management Inc, Royce Micro-cap Trust, Inc /md/, Stifel Financial Corp, Polen Capital Management Llc, CenterBook Partners LP, RYOTX - Royce Micro-Cap Fund Investment Class, Sei Investments Co, DPST - Direxion Daily Regional Banks Bull 3X Shares, Principal Financial Group Inc, Verition Fund Management LLC, PSC - Principal U.S. Small-Cap Multi-Factor Index ETF, BFOR - Barron's 400 ETF, RCMCX - Royce Capital Fund - Micro-Cap Portfolio Investment Class, FSGS - Small Cap US Equity Select ETF, Avantax Advisory Services, Inc., Brevan Howard Capital Management LP, Mackenzie Financial Corp, Next Level Private LLC, Longboard Asset Management, LP, och Bessemer Group Inc .

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 (%)
2025-07-30	NP	FCTDX - Strategic Advisers Fidelity U.S. Total Stock 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	16 987	5,18	1 541	23,78
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	196	50,77	19	100,00
2025-08-15	13F	Morgan Stanley	43 581	5,68	4 125	32,72
2025-07-21	13F	Copeland Capital Management, LLC	244 861	40 107,06	23 179	51 406,67
2025-08-13	13F	Options Solutions, Llc	11 692	24,86	1 107	56,88
2025-08-14	13F	Stifel Financial Corp	16 231		1 536
2025-08-15	NP	RYTRX - Royce Total Return Fund Investment Class	59 376	127,31	5 621	185,42
2025-07-24	13F	Us Bancorp \de\	46	48,39	4	100,00
2025-08-14	13F	Sei Investments Co	9 085		860
2025-08-13	13F	MetLife Investment Management, LLC	4 529	12,24	429	40,79
2025-08-15	NP	RCMCX - Royce Capital Fund - Micro-Cap Portfolio Investment Class	4 072		385
2025-08-26	NP	FSGS - Small Cap US Equity Select 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	3 306		313
2025-08-12	13F	Rhumbline Advisers	11 937	2,83	1 130	29,03
2025-08-15	NP	Royce Micro-cap Trust, Inc /md/	18 015		1 705
2025-08-26	NP	FDM - First Trust Dow Jones Select MicroCap Index 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	21 510	6,29	2 036	33,51
2025-08-14	13F	Aquatic Capital Management LLC	3 423	30,85	324	64,47
2025-08-13	13F	Northern Trust Corp	89 258	40,25	8 449	76,13
2025-08-15	NP	PENNX - Royce Pennsylvania Mutual Fund Investment Class	23 200	56,27	2 196	96,25
2025-08-14	13F	Brevan Howard Capital Management LP	2 720		257
2025-05-05	13F	Lindbrook Capital, Llc	3		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	105 354	13,57	9 973	42,62
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	64 208	19,40	6 078	49,94
2025-08-08	13F	Creative Planning	4 676	54,17	443	93,86
2025-08-15	NP	PSC - Principal U.S. Small-Cap Multi-Factor Index ETF	7 946		752
2025-05-28	NP	PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P	644	136,76	49	128,57
2025-06-26	NP	DFAU - Dimensional US Core Equity Market ETF	1 299	7,27	108	−0,93
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	35 616	0,72	3 232	18,53
2025-05-28	NP	SMLV - SPDR SSGA US Small Cap Low Volatility Index 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	12 713	28,21	958	21,57
2025-08-26	NP	QABA - First Trust NASDAQ ABA Community Bank Index 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	5 400	8,09	511	35,90
2025-05-23	NP	EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB	269	52,84	20	53,85
2025-08-14	13F	Goldman Sachs Group Inc	40 469	23,19	3 831	54,68
2025-06-26	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares	29	7,41	2	0,00
2025-08-29	NP	EES - WisdomTree U.S. SmallCap Fund N/A	4 399	1,95	416	28,00
2025-07-30	NP	FSAKX - Strategic Advisers U.S. Total Stock Fund	12 525	9,15	1 137	28,51
2025-08-13	13F	First Trust Advisors Lp	31 270	23,85	2 960	55,54
2025-08-04	13F	Assetmark, Inc	30		3
2025-08-14	13F/A	Barclays Plc	16 909	35,42	2
2025-08-07	13F	Parkside Financial Bank & Trust	87	1 640,00	8
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II	1 436	8,71	136	36,36
2025-08-14	13F	Point72 Asset Management, L.P.	8 652	255,46	819	347,54
2025-08-14	13F	Verition Fund Management LLC	8 060		763
2025-07-28	NP	HDG - ProShares Hedge Replication ETF	9	12,50	1
2025-08-06	13F	Atlantic Union Bankshares Corp	2 004		190
2025-08-14	13F	Raymond James Financial Inc	7 539	43,85	714	80,51
2025-08-15	13F	Binnacle Investments Inc	88		8
2025-08-29	NP	JAFVX - Strategic Equity Allocation Trust Series NAV	1 092	8,01	103	35,53
2025-08-18	13F	Geneos Wealth Management Inc.	31		3
2025-08-14	13F/A	Skopos Labs, Inc.	200		19
2025-07-16	13F	Signaturefd, Llc	20		2
2025-08-13	13F	EverSource Wealth Advisors, LLC	107	791,67	10
2025-06-26	NP	DXUV - Dimensional US Vector Equity ETF	62	1 450,00	5
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	9 191	8,46	834	27,57
2025-08-27	NP	BBGSX - Bridge Builder Small/Mid Cap Growth Fund	1 551	29,90	147	62,22
2025-08-20	NP	RUSC - U.S. Small Cap Equity Active ETF	445		42
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	15 920	12,10	1 445	31,87
2025-08-27	13F/A	Squarepoint Ops LLC	25 712	99,16	2 434	150,05
2025-08-11	13F	CBIZ Investment Advisory Services, LLC	133		13
2025-07-08	13F	Next Level Private LLC	2 500		237
2025-08-01	13F	Bessemer Group Inc	2 335		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	163 400	7,95	14 827	27,01
2025-07-29	NP	VFMF - Vanguard U.S. Multifactor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 504		136
2025-08-12	13F	Franklin Resources Inc	6 614	22,96	626	54,57
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A	2 886	20,65	273	51,67
2025-04-29	NP	SVYAX - SIIT U.S. Managed Volatility Fund - Class A	1 296	75,14	100	200,00
2025-08-14	13F	Manufacturers Life Insurance Company, The	2 666		252
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	71 250	1,89	5 908	−5,46
2025-07-10	13F	Longboard Asset Management, LP	2 458		233
2025-08-27	NP	TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund	833		79
2025-08-13	13F	Mackenzie Financial Corp	2 523		239
2025-06-26	NP	DFAS - Dimensional U.S. Small Cap ETF	20 334	3,33	1 686	−4,10
2025-08-12	13F	Proequities, Inc.	0		0
2025-07-25	NP	WSML - iShares MSCI World Small-Cap ETF	1 001		91
2025-08-08	13F	Cetera Investment Advisers	10 270	1,95	972	28,06
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	922	12,71	87	42,62
2025-08-13	13F	Russell Investments Group, Ltd.	49 407	16,09	4 677	45,76
2025-06-26	NP	DFUV - Dimensional US Marketwide Value ETF	53		4
2025-07-14	13F	UMA Financial Services, Inc.	8		1
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1	803	2,55	67	−4,35
2025-07-14	13F	GAMMA Investing LLC	69	6,15	7	50,00
2025-08-26	NP	EHLS - Even Herd Long Short ETF	2 189		207
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	2 013		167
2025-08-12	13F	Jpmorgan Chase & Co	5 684	9,62	538	37,95
2025-08-05	13F	Bank of New York Mellon Corp	47 017	17,14	4 451	47,11
2025-08-12	13F	SRS Capital Advisors, Inc.	57		5
2025-09-04	13F/A	Advisor Group Holdings, Inc.	171		16
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	4 840	28,25	458	61,27
2025-06-27	NP	DPST - Direxion Daily Regional Banks Bull 3X Shares	8 940		741
2025-08-15	NP	RYOTX - Royce Micro-Cap Fund Investment Class	9 178		869
2025-07-24	13F	IFP Advisors, Inc	0		10
2025-08-14	13F	Jane Street Group, Llc	6 858		649
2025-08-14	13F	Royal Bank Of Canada	89 140	9,93	8 437	38,02
2025-07-09	13F	Massmutual Trust Co Fsb/adv	64	1 180,00	6
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	9 805	7,10	890	25,92
2025-08-26	NP	NSIDX - Northern Small Cap Index Fund	3 288	0,09	311	25,91
2025-08-29	NP	JAFEX - Total Stock Market Index Trust NAV	161	21,97	15	66,67
2025-08-15	NP	Royce Value Trust Inc	23 187	56,27	2 195	96,24
2025-08-11	13F	WPG Advisers, LLC	6		1
2025-08-15	13F	CI Private Wealth, LLC	16 038	70,45	1 530	115,66
2025-08-01	13F	Envestnet Asset Management Inc	25 759		2 438
2025-08-08	13F	Larson Financial Group LLC	3		0
2025-08-14	13F	Price T Rowe Associates Inc /md/	3 566	16,19	0
2025-07-28	NP	VCSLX - Small Cap Index Fund	3 002	11,31	272	31,40
2025-08-13	13F	Polen Capital Management Llc	11 692		1 107
2025-07-31	13F	Quest Partners LLC	1 554	3,39	147	30,09
2025-08-13	13F	Twin Peaks Wealth Advisors, LLC	1		0
2025-08-11	13F	Royce & Associates Lp	143 559	133,20	13 589	192,87
2025-08-11	13F	Principal Securities, Inc.	38		4
2025-08-12	13F	Deutsche Bank Ag\	4 054	0,15	384	25,57
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB	1 178	26,80	112	58,57
2025-08-29	NP	JAEWX - Small Cap Index Trust NAV	1 406	4,07	133	31,68
2025-08-14	13F	Ubs Asset Management Americas Inc	10 963	199,13	1 038	275,72
2025-08-14	13F	Bnp Paribas Arbitrage, Sa	4 128	33,59	391	68,10
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	16 127	1,89	1 527	27,91
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	1 336	15,77	111	6,80
2025-08-14	13F	Toroso Investments, LLC	2 189		207
2025-08-08	13F	Principal Financial Group Inc	8 454		800
2025-06-26	NP	DCOR - Dimensional US Core Equity 1 ETF	425	88,89	35	75,00
2025-05-28	NP	BBVSX - Bridge Builder Small/Mid Cap Value Fund	803	74,95	61	66,67
2025-06-26	NP	ETTOX - E*TRADE No Fee Total Market Index Fund	5		0
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB	8 644	3,71	818	30,25
2025-08-14	13F	Comerica Bank	858		81
2025-08-26	NP	VVICX - Voya VACS Index Series SC Portfolio	548	5,18	52	30,77
2025-08-19	13F	Newbridge Financial Services Group, Inc.	110		10
2025-05-27	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	1 053	4,88	79	0,00
2025-07-07	13F	Retirement Wealth Solutions LLC	48		5
2025-08-14	13F	Voya Investment Management Llc	2 153		204
2025-08-12	13F	American Century Companies Inc	224 198	6,77	21 223	34,07
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class	350	2,04	33	32,00
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	645	11,02	61	41,86
2025-08-11	13F	Alps Advisors Inc	5 102	1,23	483	27,18
2025-08-11	13F	Vanguard Group Inc	430 441	6,89	40 746	34,23
2025-06-27	NP	RSSL - Global X Russell 2000 ETF	4 280	6,31	355	−1,39
2025-08-15	13F	Tower Research Capital LLC (TRC)	810	352,51	77	484,62
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	17 547	2,04	1 455	−5,34
2025-08-06	13F	First Horizon Advisors, Inc.	208		20
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB	1 514	18,10	143	48,96
2025-08-08	13F	Geode Capital Management, Llc	199 925	3,99	18 927	30,58
2025-08-14	13F	PMC FIG Opportunities LLC	4 919	0,65	466	26,36
2025-07-28	NP	AVSBX - Avantis U.S. Small Cap Equity Fund G Class	989	21,95	90	43,55
2025-07-18	13F	USA Financial Portformulas Corp	1 338	99,70	127	152,00
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	35 584	10,05	3 229	29,48
2025-08-12	13F	Dimensional Fund Advisors Lp	193 220	2,32	18 291	28,50
2025-08-08	13F	Avantax Advisory Services, Inc.	2 863		271
2025-08-12	13F	Legal & General Group Plc	6 693	42,19	634	78,81
2025-08-12	13F	CenterBook Partners LP	9 936		941
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class	5 300	1,92	502	28,13
2025-07-22	NP	GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF	6 922	19,41	628	40,49
2025-06-26	NP	DFUS - Dimensional U.S. Equity ETF	1 503	12,84	125	4,20
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	12 480	5,43	1 132	24,12
2025-08-12	13F	Charles Schwab Investment Management Inc	21 649	5,82	2 049	32,88
2025-07-30	NP	BFOR - Barron's 400 ETF	5 102		463
2025-08-13	13F	Jones Financial Companies Lllp	9		1
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A	1 102	5,66	104	33,33

ESQ / Esquire Financial Holdings, Inc. - Institutionellt ägande - Köpare

Institutionellt ägande och fondägande - Köpare