FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.800.05%
STOXX50E5,860.32-0.39%
XLF51.74-0.14%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp30.1°C
UV3.9
Feels35.2°C
Humidity59%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time4:24 PM
13F QoQ Ownership Changes

FDBC Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 9 new · 28 added · 42 reduced · 3 exited

New Positions(9)

ManagerSharesΔ SharesValueΔ Value% Δ
MARTINGALE ASSET MANAGEMENT L P7,173+7,173$312.2K+$312.2K
Curi Capital, LLC6,897+6,897$300.2K+$300.2K
Quadrature Capital Ltd5,113+5,113$222.6K+$222.6K
SIGNATUREFD, LLC183+183$8.0K+$8.0K
Allworth Financial LP28+28$1.2K+$1.2K
IFP Advisors, Inc20+20$872+$872
MAI Capital Management1+1$44+$44
SJS Investment Consulting Inc.1+1$44+$44
CANADA LIFE ASSURANCE Co570+570$25+$25

Added To(28)

ManagerSharesΔ SharesValueΔ Value% Δ
Siena Capital Partners GP, LLC21,363+20,469$929.9K+$890.7K2289.6%
Quantinno Capital Management LP30,954+13,501$1.3M+$582.5K77.3%
Bank of New York Mellon Corp34,607+5,155$1.5M+$215.6K17.5%
AQR CAPITAL MANAGEMENT LLC14,600+3,721$635.5K+$158.7K34.2%
GOLDMAN SACHS GROUP INC26,741+3,121$1.2M+$128.8K13.2%
BANK OF AMERICA CORP /DE/8,979+2,152$390.9K+$91.6K31.5%
DIMENSIONAL FUND ADVISORS LP16,515+1,817$719.0K+$74.8K12.4%
WELLS FARGO & COMPANY/MN5,330+1,685$232.0K+$72.3K46.2%
MORGAN STANLEY10,829+1,574$471.4K+$65.8K17.0%
BARCLAYS PLC13,685+534$629.5K+$53.1K4.1%
Jacobi Capital Management LLC9,224+1,158$401.5K+$48.0K14.3%
MERCER GLOBAL ADVISORS INC /ADV9,131+1,132$397.5K+$46.9K14.2%
VANGUARD GROUP INC250,210+2,691$10.9M+$42.9K1.1%
Lewis Asset Management, LLC7,812+353$340.1K+$13.1K4.7%
GEODE CAPITAL MANAGEMENT, LLC114,262+508$5.0M-$12.1K0.4%
Versant Capital Management, Inc1,532+261$66.7K+$11.0K20.5%
Creative Planning41,037+104$1.8M-$7.8K0.3%
RENAISSANCE TECHNOLOGIES LLC11,391+200$495.9K+$5.3K1.8%
STATE STREET CORP74,530+607$3.2M+$4.2K0.8%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC13,708+3$596.7K-$4.0K0.0%
GAMMA Investing LLC409+89$17.8K+$3.8K27.8%
Farther Finance Advisors, LLC9+7$392+$304350.0%
True Wealth Design, LLC15+7$653+$30287.5%
BNP PARIBAS FINANCIAL MARKETS1,187+2$51.7K-$2690.2%
ROTHSCHILD INVESTMENT LLC4+3$174+$130300.0%
ACADIAN ASSET MANAGEMENT LLC3,193+2,533$135+$107383.8%
CWM, LLC2,254+200$98+$89.7%
Covestor Ltd20+2$1$011.1%

Reduced(42)

ManagerSharesΔ SharesValueΔ Value% Δ
COMMONWEALTH EQUITY SERVICES, LLC27,582-6,302$1.2M+$1.2M-18.6%
UBS Group AG635-8,886$27.6K-$389.7K-93.3%
Royal Bank of Canada647-5,886$28.0K-$259.0K-90.1%
BlackRock, Inc.296,361-3,399$12.9M-$237.9K-1.1%
CITADEL ADVISORS LLC15,179-4,585$660.7K-$205.5K-23.2%
NORTHERN TRUST CORP32,271-3,460$1.4M-$161.3K-9.7%
FIDELITY D & D BANCORP INC98,304-2,827$4.3M-$153.4K-2.8%
JPMORGAN CHASE & CO3,375-1,550$146.9K-$68.9K-31.5%
Alliance Wealth Advisors, LLC7,571-1,314$329.6K-$59.9K-14.8%
MILLENNIUM MANAGEMENT LLC13,427-713$584.5K-$35.3K-5.0%
JANE STREET GROUP, LLC5,874-638$255.7K-$29.7K-9.8%
RHUMBLINE ADVISERS6,071-618$264.3K-$28.9K-9.2%
PNC Financial Services Group, Inc.7,728-556$336.4K-$26.7K-6.7%
Arax Advisory Partners329-399$14.3K-$17.6K-54.8%
LIBERTY SQUARE WEALTH PARTNERS LLC36,2430$1.6M-$10.9K0.0%
STIFEL FINANCIAL CORP22,8420$994.3K-$6.9K0.0%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,179-86$94.9K-$4.4K-3.8%
DEUTSCHE BANK AG\4,194-59$182.6K-$3.8K-1.4%
FMR LLC1,605-50$69.9K-$2.7K-3.0%
TRUIST FINANCIAL CORP8,2590$359.5K-$2.5K0.0%
Sterling Capital Management LLC274-54$11.9K-$2.4K-16.5%
Nuveen, LLC8,0880$352.1K-$2.4K0.0%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM292-53$12.7K-$2.4K-15.4%
Zullo Investment Group, Inc.5,9430$258.7K-$1.8K0.0%
MetLife Investment Management, LLC2,7660$120.4K-$8300.0%
NEW YORK STATE COMMON RETIREMENT FUND2,0390$88.8K-$6110.0%
MEEDER ASSET MANAGEMENT INC2,0240$88.1K-$6070.0%
Police & Firemen's Retirement System of New Jersey1,4410$62.7K-$4320.0%
EverSource Wealth Advisors, LLC258-4$11.2K-$252-1.5%
Tower Research Capital LLC (TRC)262-2$11.4K-$166-0.8%
Legal & General Group Plc4450$19.4K-$1330.0%
CITIGROUP INC132-2$5.7K-$128-1.5%
Russell Investments Group, Ltd.3940$17.1K-$1190.0%
Ameritas Investment Partners, Inc.3850$16.8K-$1160.0%
NISA INVESTMENT ADVISORS, LLC3800$16.5K-$1140.0%
Triumph Capital Management2250$9.8K-$680.0%
PEOPLES FINANCIAL SERVICES CORP.1460$6.4K-$440.0%
Optiver Holding B.V.800$3.5K-$240.0%
Janney Montgomery Scott LLC5,1040$222-$20.0%
AMALGAMATED BANK149-8$6-$1-5.1%
VALLEY NATIONAL ADVISERS INC1,3760$59-$10.0%
Sunbelt Securities, Inc.10$44$00.0%

Sold Out(3)

ManagerSharesΔ SharesValueΔ Value% Δ
HSBC HOLDINGS PLC0-8,208$0-$355.4K
Clearstead Advisors, LLC0-7$0-$307
GSA CAPITAL PARTNERS LLP0-5,324$0-$233