New Positions
24 managers initiated
Top five by reported value
Community West Bancshares NASDAQ NMS - GLOBAL MARKET:CWBC
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
24 new32 added55 reduced10 exited
Total Institutional Holders
111
as of 2025-12-31
Top Holder
BlackRock, Inc.
$37.1M
Largest QoQ Increase
SYSTEMATIC FINANCIAL MANAGEMENT LP
+104,779 sh
Largest QoQ Decrease
AMERIPRISE FINANCIAL INC
-299,656 sh
New Positions(24)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 73,156 | +73,156 | $1.6M | +$1.6M | — |
| Mount Yale Investment Advisors, LLC | 83,446 | +83,446 | $1.6M | +$1.6M | — |
| Point72 Asset Management, L.P. | 44,173 | +44,173 | $993.9K | +$993.9K | — |
| Jump Financial, LLC | 33,692 | +33,692 | $758.1K | +$758.1K | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,000 | +33,000 | $742.5K | +$742.5K | — |
| NWM ADVISORS, LLC | 32,430 | +32,430 | $729.7K | +$729.7K | — |
| SEI INVESTMENTS CO | 27,394 | +27,394 | $616.4K | +$616.4K | — |
| Platform Wealth Management, LLC | 24,791 | +24,791 | $557.8K | +$557.8K | — |
| Qube Research & Technologies Ltd | 20,925 | +20,925 | $470.8K | +$470.8K | — |
| ZACKS INVESTMENT MANAGEMENT | 20,696 | +20,696 | $465.7K | +$465.7K | — |
| XTX Topco Ltd | 15,807 | +15,807 | $355.7K | +$355.7K | — |
| OCCUDO QUANTITATIVE STRATEGIES LP | 14,146 | +14,146 | $318.3K | +$318.3K | — |
| Brandywine Global Investment Management, LLC | 14,055 | +14,055 | $316.2K | +$316.2K | — |
| Daytona Street Capital LLC | 11,850 | +11,850 | $266.6K | +$266.6K | — |
| FRANKLIN RESOURCES INC | 11,224 | +11,224 | $252.5K | +$252.5K | — |
| MILLENNIUM MANAGEMENT LLC | 11,163 | +11,163 | $251.2K | +$251.2K | — |
| Allworth Financial LP | 7,213 | +7,213 | $162.3K | +$162.3K | — |
| IFP Advisors, Inc | 171 | +171 | $3.7K | +$3.7K | — |
| UBS ASSET MANAGEMENT AMERICAS INC | 136 | +136 | $3.1K | +$3.1K | — |
| ALGERT GLOBAL LLC | 101,816 | +101,816 | $2.3K | +$2.3K | — |
| MAI Capital Management | 16 | +16 | $360 | +$360 | — |
| PRICE T ROWE ASSOCIATES INC /MD/ | 9,957 | +9,957 | $225 | +$225 | — |
| ACADIAN ASSET MANAGEMENT LLC | 4,095 | +4,095 | $92 | +$92 | — |
| SJS Investment Consulting Inc. | 3 | +3 | $68 | +$68 | — |
Added To(32)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 411,859 | +104,779 | $9.3M | +$2.9M | 34.1% |
| AMERICAN CENTURY COMPANIES INC | 221,220 | +93,989 | $5.0M | +$2.3M | 73.9% |
| RENAISSANCE TECHNOLOGIES LLC | 167,008 | +77,000 | $3.8M | +$1.9M | 85.5% |
| DIMENSIONAL FUND ADVISORS LP | 802,410 | +16,370 | $18.1M | +$1.7M | 2.1% |
| STATE STREET CORP | 334,322 | +16,340 | $7.5M | +$895.5K | 5.1% |
| FMR LLC | 304,946 | +17,051 | $6.9M | +$861.5K | 5.9% |
| GOLDMAN SACHS GROUP INC | 70,771 | +29,299 | $1.6M | +$728.1K | 70.6% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 37,149 | +22,575 | $835.9K | +$532.1K | 154.9% |
| MORGAN STANLEY | 79,293 | +14,728 | $1.8M | +$438.6K | 22.8% |
| Bank of New York Mellon Corp | 61,442 | +15,901 | $1.4M | +$433.4K | 34.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 164,621 | +5,980 | $3.7M | +$397.9K | 3.8% |
| Brinker Capital Investments, LLC | 43,202 | +15,188 | $972.0K | +$388.2K | 54.2% |
| AQR CAPITAL MANAGEMENT LLC | 56,073 | +13,307 | $1.3M | +$370.4K | 31.1% |
| Cutler Capital Management, LLC | 162,829 | +677 | $3.7M | +$284.4K | 0.4% |
| CITIGROUP INC | 12,069 | +11,202 | $271.6K | +$253.5K | 1292.0% |
| BANK OF AMERICA CORP /DE/ | 37,767 | +5,942 | $849.8K | +$186.5K | 18.7% |
| Quantinno Capital Management LP | 19,615 | +4,768 | $441.3K | +$131.9K | 32.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 29,657 | +3,160 | $667.3K | +$115.1K | 11.9% |
| WELLS FARGO & COMPANY/MN | 25,799 | +2,031 | $580.5K | +$85.1K | 8.5% |
| Farther Finance Advisors, LLC | 3,381 | +3,270 | $76.1K | +$73.8K | 2945.9% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 24,337 | +106 | $547.6K | +$42.6K | 0.4% |
| BARCLAYS PLC | 59,963 | +2,018 | $1.2M | -$37.7K | 3.5% |
| PNC Financial Services Group, Inc. | 2,680 | +351 | $60.3K | +$11.8K | 15.1% |
| ADVISOR GROUP HOLDINGS, INC. | 727 | +324 | $16.4K | +$8.0K | 80.4% |
| Tower Research Capital LLC (TRC) | 1,059 | +262 | $23.8K | +$7.2K | 32.9% |
| Russell Investments Group, Ltd. | 2,082 | +99 | $46.8K | +$5.5K | 5.0% |
| GAMMA Investing LLC | 100 | +45 | $2.3K | +$1.1K | 81.8% |
| COMERICA BANK | 91 | +44 | $2.0K | +$1.1K | 93.6% |
| EverSource Wealth Advisors, LLC | 77 | +6 | $1.7K | +$255 | 8.4% |
| ROTHSCHILD INVESTMENT LLC | 15 | +4 | $338 | +$109 | 36.4% |
| Sunbelt Securities, Inc. | 3 | +1 | $68 | +$26 | 50.0% |
| CWM, LLC | 3,744 | +560 | $84 | +$18 | 17.6% |
Reduced(55)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,650,051 | -27,683 | $37.1M | +$2.2M | -1.6% |
| VANGUARD GROUP INC | 942,925 | -2,328 | $21.2M | +$1.5M | -0.2% |
| PL Capital Advisors, LLC | 329,551 | -96,000 | $7.4M | -$1.5M | -22.6% |
| Fourthstone LLC | 1,310,897 | -151,889 | $29.5M | -$989.3K | -10.4% |
| PRIVATE MANAGEMENT GROUP INC | 537,638 | -7,993 | $12.1M | +$725.9K | -1.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 390,477 | -3,764 | $8.8M | +$569.8K | -0.9% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 14,930 | -25,771 | $335.9K | -$512.3K | -63.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 343,891 | -3,020 | $7.7M | +$507.9K | -0.9% |
| MARSHALL WACE, LLP | 50,273 | -25,880 | $1.1M | -$455.9K | -34.0% |
| Royal Bank of Canada | 1,020 | -22,418 | $23.0K | -$421.0K | -95.6% |
| Siena Capital Partners GP, LLC | 210,257 | 0 | $4.7M | +$349.0K | 0.0% |
| ALLIANCEBERNSTEIN L.P. | 9,180 | -10,432 | $206.6K | -$202.2K | -53.2% |
| Connor, Clark & Lunn Investment Management Ltd. | 45,374 | -13,260 | $1.0M | -$201.0K | -22.6% |
| JPMORGAN CHASE & CO | 20,901 | -8,457 | $470.3K | -$141.5K | -28.8% |
| UBS Group AG | 8,807 | -6,759 | $198.2K | -$126.2K | -43.4% |
| CALDWELL SUTTER CAPITAL, INC. | 74,077 | 0 | $1.7M | +$123.0K | 0.0% |
| NORTHERN TRUST CORP | 136,189 | -7,011 | $3.1M | +$80.0K | -4.9% |
| Arbiter Partners Capital Management LLC | 43,864 | 0 | $986.9K | +$72.8K | 0.0% |
| VICTORY CAPITAL MANAGEMENT INC | 45,000 | -7,000 | $1.0M | -$71.2K | -13.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 48,169 | -521 | $1.1M | +$69.1K | -1.1% |
| FIRST TRUST ADVISORS LP | 61,444 | -1,610 | $1.4M | +$68.4K | -2.5% |
| Bridgewealth Advisory Group, LLC | 25,800 | 0 | $580.5K | +$42.8K | 0.0% |
| BOOTHBAY FUND MANAGEMENT, LLC | 22,562 | 0 | $507.6K | +$37.5K | 0.0% |
| Pinnacle Holdings, LLC | 21,906 | 0 | $492.9K | +$36.4K | 0.0% |
| POTENTIA WEALTH | 20,162 | 0 | $453.6K | +$33.5K | 0.0% |
| JANE STREET GROUP, LLC | 23,175 | -419 | $521.4K | +$29.7K | -1.8% |
| Invesco Ltd. | 26,120 | -795 | $587.7K | +$26.8K | -3.0% |
| RHUMBLINE ADVISERS | 20,767 | -2,730 | $467.3K | -$22.4K | -11.6% |
| DEUTSCHE BANK AG\ | 12,685 | 0 | $285.4K | +$21.1K | 0.0% |
| Spire Wealth Management | 340 | -957 | $7.7K | -$19.4K | -73.8% |
| Sharper & Granite LLC | 10,362 | 0 | $233.1K | +$17.2K | 0.0% |
| MetLife Investment Management, LLC | 9,107 | 0 | $204.9K | +$15.1K | 0.0% |
| Nuveen, LLC | 22,186 | -1,111 | $499.2K | +$13.7K | -4.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7,754 | -86 | $174.5K | +$11.1K | -1.1% |
| NEW YORK STATE COMMON RETIREMENT FUND | 6,033 | 0 | $135.7K | +$10.0K | 0.0% |
| Police & Firemen's Retirement System of New Jersey | 5,050 | 0 | $113.6K | +$8.4K | 0.0% |
| BNP PARIBAS ARBITRAGE, SNC | 7,564 | -231 | $170.2K | +$7.7K | -3.0% |
| BFSG, LLC | 3,762 | 0 | $84.6K | +$6.2K | 0.0% |
| US BANCORP \DE\ | 2,906 | 0 | $65.4K | +$4.8K | 0.0% |
| Optiver Holding B.V. | 124 | -162 | $2.8K | -$3.2K | -56.6% |
| Legal & General Group Plc | 1,528 | 0 | $34.4K | +$2.5K | 0.0% |
| Ameritas Investment Partners, Inc. | 1,475 | 0 | $33.2K | +$2.4K | 0.0% |
| CHANNEL WEALTH LLC | 10,056 | -705 | $226.3K | +$2.0K | -6.5% |
| Sterling Capital Management LLC | 811 | -143 | $18.2K | -$1.6K | -15.0% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1,030 | -19 | $23.2K | +$1.3K | -1.8% |
| Clearstead Advisors, LLC | 3 | -14 | $68 | -$287 | -82.3% |
| North Star Investment Management Corp. | 150 | 0 | $3.4K | +$249 | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 116 | 0 | $2.6K | +$162 | 0.0% |
| MASSMUTUAL TRUST CO FSB/ADV | 23 | 0 | $518 | +$39 | 0.0% |
| NISA INVESTMENT ADVISORS, LLC | 13 | 0 | $293 | +$22 | 0.0% |
| ASSETMARK, INC | 9 | 0 | $203 | +$15 | 0.0% |
| True Wealth Design, LLC | 22 | -1 | $495 | +$15 | -4.3% |
| AMALGAMATED BANK | 526 | -12 | $12 | +$1 | -2.2% |
| State of Alaska, Department of Revenue | 748 | 0 | $16 | +$1 | 0.0% |
| HARBOR CAPITAL ADVISORS, INC. | 111 | -2 | $2 | $0 | -1.8% |
Sold Out(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 0 | -299,656 | $0 | -$6.2M | — |
| TWO SIGMA INVESTMENTS, LP | 0 | -42,356 | $0 | -$882.7K | — |
| FIRST MANHATTAN CO | 0 | -34,358 | $0 | -$716.0K | — |
| Trexquant Investment LP | 0 | -29,049 | $0 | -$605.4K | — |
| HSBC HOLDINGS PLC | 0 | -22,196 | $0 | -$458.6K | — |
| Black Maple Capital Management LP | 0 | -10,805 | $0 | -$225.2K | — |
| SRS Capital Advisors, Inc. | 0 | -1,320 | $0 | -$27.5K | — |
| CIBC Private Wealth Group, LLC | 0 | -1,200 | $0 | -$25.0K | — |
| SALEM INVESTMENT COUNSELORS INC | 0 | -300 | $0 | -$6.3K | — |
| WHITTIER TRUST CO | 0 | -22 | $0 | -$459 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| BlackRock, Inc. | 1,650,051 | $37.1M | -27,683 | -1.6% |
| Fourthstone LLC | 1,310,897 | $29.5M | -151,889 | -10.4% |
| VANGUARD GROUP INC | 942,925 | $21.2M | -2,328 | -0.2% |
| DIMENSIONAL FUND ADVISORS LP | 802,410 | $18.1M | +16,370 | 2.1% |
| PRIVATE MANAGEMENT GROUP INC | 537,638 | $12.1M | -7,993 | -1.5% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 411,859 | $9.3M | +104,779 | 34.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 390,477 | $8.8M | -3,764 | -0.9% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 343,891 | $7.7M | -3,020 | -0.9% |
| STATE STREET CORP | 334,322 | $7.5M | +16,340 | 5.1% |
| PL Capital Advisors, LLC | 329,551 | $7.4M | -96,000 | -22.6% |
| FMR LLC | 304,946 | $6.9M | +17,051 | 5.9% |
| AMERICAN CENTURY COMPANIES INC | 221,220 | $5.0M | +93,989 | 73.9% |
| Siena Capital Partners GP, LLC | 210,257 | $4.7M | 0 | 0.0% |
| RENAISSANCE TECHNOLOGIES LLC | 167,008 | $3.8M | +77,000 | 85.5% |
| WELLINGTON MANAGEMENT GROUP LLP | 164,621 | $3.7M | +5,980 | 3.8% |
| Cutler Capital Management, LLC | 162,829 | $3.7M | +677 | 0.4% |
| NORTHERN TRUST CORP | 136,189 | $3.1M | -7,011 | -4.9% |
| MORGAN STANLEY | 79,293 | $1.8M | +14,728 | 22.8% |
| CALDWELL SUTTER CAPITAL, INC. | 74,077 | $1.7M | 0 | 0.0% |
| CITADEL ADVISORS LLC | 73,156 | $1.6M | +73,156 | — |
New & Closed Positions this quarter
Closed Positions
10 managers exited
Top five by prior-quarter value
- AMERIPRISE FINANCIAL INC$6.2M
- TWO SIGMA INVESTMENTS, LP$882.7K
- FIRST MANHATTAN CO$716.0K
- Trexquant Investment LP$605.4K
- HSBC HOLDINGS PLC$458.6K
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for CWBC against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.