FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.72-0.09%
STOXX50E5,860.32-0.39%
XLF51.71-0.19%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp29.2°C
UV7.2
Feels33.1°C
Humidity62%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time3:34 PM
13F QoQ Ownership Changes

FSBW Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 7 new · 28 added · 65 reduced · 2 exited

New Positions(7)

ManagerSharesΔ SharesValueΔ Value% Δ
Daytona Street Capital LLC32,437+32,437$1.3M+$1.3M
Squarepoint Ops LLC8,777+8,777$361.3K+$361.3K
DEUTSCHE BANK AG\4,689+4,689$193.0K+$193.0K
IFP Advisors, Inc33+33$1.3K+$1.3K
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC32+32$1.3K+$1.3K
Allworth Financial LP23+23$947+$947
MAI Capital Management2+2$83+$83

Added To(28)

ManagerSharesΔ SharesValueΔ Value% Δ
Siena Capital Partners GP, LLC52,441+31,965$2.2M+$1.3M156.1%
VANGUARD GROUP INC403,489+8,461$16.6M+$842.1K2.1%
BlackRock, Inc.444,019+4,137$18.3M+$720.2K0.9%
DIMENSIONAL FUND ADVISORS LP418,353+1,727$17.2M+$592.3K0.4%
ALLIANCEBERNSTEIN L.P.148,525+4,150$6.1M+$351.3K2.9%
GOLDMAN SACHS GROUP INC15,396+5,830$633.9K+$252.0K60.9%
Quantinno Capital Management LP15,475+4,090$637.1K+$182.6K35.9%
BRIDGEWAY CAPITAL MANAGEMENT, LLC83,294+1,731$3.4M+$173.2K2.1%
Trexquant Investment LP10,568+3,978$435.1K+$172.0K60.4%
Empowered Funds, LLC39,823+1,731$1.6M+$118.9K4.5%
MORGAN STANLEY23,492+2,183$967.2K+$116.5K10.2%
BANK OF AMERICA CORP /DE/5,690+2,367$234.3K+$101.6K71.2%
WELLS FARGO & COMPANY/MN7,239+2,235$298.0K+$98.3K44.7%
Aristides Capital LLC33,041+1,350$1.4M+$95.2K4.3%
BARCLAYS PLC28,731+1,469$1.1M+$43.1K5.4%
AQR CAPITAL MANAGEMENT LLC15,256+503$628.1K+$39.1K3.4%
HighTower Advisors, LLC29,480+1$1.2M+$36.9K0.0%
TWO SIGMA ADVISERS, LP15,700+400$646.4K+$35.6K2.6%
Creative Planning11,281+89$464.4K+$17.7K0.8%
BNP PARIBAS FINANCIAL MARKETS1,510+180$62.2K+$9.1K13.5%
UBS Group AG5,137+58$211.5K+$8.7K1.1%
CITIGROUP INC816+73$33.6K+$3.9K9.8%
GAMMA Investing LLC270+42$11.1K+$2.0K18.4%
EverSource Wealth Advisors, LLC313+6$12.9K+$6311.9%
PNC Financial Services Group, Inc.206+4$8.5K+$4182.0%
ACADIAN ASSET MANAGEMENT LLC85,983+2,191$3.5K+$1932.6%
CWM, LLC1,077+17$44+$21.6%
Covestor Ltd18+2$1$012.5%

Reduced(65)

ManagerSharesΔ SharesValueΔ Value% Δ
Royal Bank of Canada234-14,350$10.0K-$554.0K-98.4%
De Lisle Partners LLP385,4510$15.9M+$421.0K0.0%
CITADEL ADVISORS LLC5,329-10,270$219.4K-$403.3K-65.8%
PANAGORA ASSET MANAGEMENT INC24,803-7,920$1.0M-$285.2K-24.2%
MILLENNIUM MANAGEMENT LLC15,535-7,109$639.6K-$264.4K-31.4%
JANE STREET GROUP, LLC6,618-6,292$272.5K-$242.9K-48.7%
BEESE FULMER INVESTMENT MANAGEMENT, INC.8,100-5,470$333.5K-$208.2K-40.3%
TCW GROUP INC152,0290$6.3M+$190.0K0.0%
NORTHERN TRUST CORP71,023-6,320$2.9M-$163.5K-8.2%
JPMORGAN CHASE & CO12,497-4,221$514.5K-$152.9K-25.2%
AMERICAN CENTURY COMPANIES INC85,8780$3.5M+$107.3K0.0%
STATE STREET CORP127,552-1,358$5.3M+$105.2K-1.1%
Angel Oak Capital Advisors, LLC15,000-3,000$617.5K-$101.0K-16.7%
GEODE CAPITAL MANAGEMENT, LLC153,147-2,859$6.3M+$77.3K-1.8%
Bank of New York Mellon Corp53,439-3,454$2.2M-$71.1K-6.1%
ROYCE & ASSOCIATES LP98,678-4,670$4.1M-$63.1K-4.5%
RHUMBLINE ADVISERS7,954-1,767$327.5K-$60.6K-18.2%
Invesco Ltd.6,883-1,483$283.4K-$50.6K-17.7%
Advisors Asset Management, Inc.5,575-1,373$229.5K-$47.8K-19.8%
TWO SIGMA INVESTMENTS, LP24,435-1,881$1.0M-$44.5K-7.1%
RAYMOND JAMES FINANCIAL INC31,828-111$1.3M+$35.4K-0.3%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP26,7390$1.1M+$33.4K0.0%
STILWELL VALUE LLC74,976-3,024$3.1M-$27.0K-3.9%
Teton Advisors, LLC21,0000$864.6K+$26.3K0.0%
JACOBS LEVY EQUITY MANAGEMENT, INC10,291-870$423.7K-$21.9K-7.8%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC18,829-1,066$775.2K-$19.0K-5.3%
CALDWELL SUTTER CAPITAL, INC.15,1420$623.4K+$18.9K0.0%
Arax Advisory Partners63-369$2.6K-$14.7K-85.4%
Nuveen, LLC11,0010$452.9K+$13.8K0.0%
Pacific Ridge Capital Partners, LLC207,465-6,176$8.5M+$12.8K-2.9%
Clarius Group, LLC10,0000$411.7K+$12.5K0.0%
RENAISSANCE TECHNOLOGIES LLC109,785-3,200$4.5M+$9.5K-2.8%
FIRST MANHATTAN CO. LLC.7,0000$288.2K+$8.8K0.0%
Agate Pass Investment Management, LLC5,2400$215.7K+$6.5K0.0%
FMR LLC496-177$20.4K-$6.4K-26.3%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO1,495-200$61.5K-$6.1K-11.8%
Connor, Clark & Lunn Investment Management Ltd.21,936-838$903.1K-$6.0K-3.7%
MetLife Investment Management, LLC3,8160$157.1K+$4.8K0.0%
NEW YORK STATE COMMON RETIREMENT FUND3,3560$138.2K+$4.2K0.0%
Russell Investments Group, Ltd.586-117$24.1K-$3.9K-16.6%
JONES FINANCIAL COMPANIES LLLP604-100$24.9K-$3.7K-14.2%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM397-87$16.3K-$3.0K-18.0%
Sterling Capital Management LLC372-78$15.3K-$2.6K-17.3%
Police & Firemen's Retirement System of New Jersey2,0280$83.5K+$2.5K0.0%
Copeland Capital Management, LLC1,7290$71.2K+$2.2K0.0%
Root Financial Partners, LLC1,2380$51.0K+$1.5K0.0%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,009-117$123.9K-$909-3.7%
McIlrath & Eck, LLC7000$28.8K+$8750.0%
Legal & General Group Plc6070$25.0K+$7590.0%
Ameritas Investment Partners, Inc.5470$22.5K+$6840.0%
Farther Finance Advisors, LLC338-19$13.9K-$336-5.3%
T. Rowe Price Investment Management, Inc.997,943-26,755$41.1K+$180-2.6%
Optiver Holding B.V.1260$5.2K+$1570.0%
Tower Research Capital LLC (TRC)302-11$12.4K-$62-3.5%
OSAIC HOLDINGS, INC.250$1.0K-$380.0%
True Wealth Design, LLC6-1$248-$32-14.3%
Cornerstone Planning Group LLC130$515+$160.0%
Steward Partners Investment Advisory, LLC100$412+$130.0%
LSV ASSET MANAGEMENT18,700-300$770+$12-1.6%
NISA INVESTMENT ADVISORS, LLC60$247+$70.0%
Versant Capital Management, Inc50$206+$60.0%
Sunbelt Securities, Inc.30$124+$40.0%
ROTHSCHILD INVESTMENT LLC20$82+$20.0%
SBI Securities Co., Ltd.20$82+$20.0%
AMALGAMATED BANK203-20$8-$1-9.0%

Sold Out(2)

ManagerSharesΔ SharesValueΔ Value% Δ
Quadrature Capital Ltd0-7,473$0-$298.5K
D.A. DAVIDSON & CO.0-6,994$0-$279.2K