New Positions
10 managers initiated
Top five by reported value
John Marshall Bancorp Inc NASDAQ NMS - GLOBAL MARKET:JMSB
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
10 new19 added43 reduced3 exited
Total Institutional Holders
72
as of 2025-12-31
Top Holder
BlackRock, Inc.
$17.4M
Largest QoQ Increase
rhino investment partners, Inc
+54,119 sh
Largest QoQ Decrease
T. Rowe Price Investment Management, Inc.
-52,140 sh
New Positions(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 25,900 | +25,900 | $517.7K | +$517.7K | — |
| AQR CAPITAL MANAGEMENT LLC | 20,713 | +20,713 | $414.1K | +$414.1K | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16,529 | +16,529 | $324.3K | +$324.3K | — |
| Quantinno Capital Management LP | 16,220 | +16,220 | $324.2K | +$324.2K | — |
| Hingham Institution for Savings | 5,000 | +5,000 | $100.0K | +$100.0K | — |
| IFP Advisors, Inc | 14 | +14 | $279 | +$279 | — |
| GSA CAPITAL PARTNERS LLP | 11,910 | +11,910 | $238 | +$238 | — |
| ACADIAN ASSET MANAGEMENT LLC | 3,717 | +3,717 | $73 | +$73 | — |
| Allworth Financial LP | 3 | +3 | $60 | +$60 | — |
| ROTHSCHILD INVESTMENT LLC | 1 | +1 | $20 | +$20 | — |
Added To(19)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| rhino investment partners, Inc | 94,840 | +54,119 | $1.9M | +$1.1M | 132.9% |
| VANGUARD GROUP INC | 692,614 | +42,947 | $13.8M | +$969.0K | 6.6% |
| CITADEL ADVISORS LLC | 31,260 | +10,922 | $624.9K | +$221.8K | 53.7% |
| GOLDMAN SACHS GROUP INC | 22,749 | +8,302 | $454.8K | +$168.4K | 57.5% |
| Fourthstone LLC | 111,874 | +7,233 | $2.2M | +$162.4K | 6.9% |
| BlackRock, Inc. | 871,630 | +571 | $17.4M | +$159.5K | 0.1% |
| Advisory Services Network, LLC | 24,350 | +7,493 | $486.8K | +$152.7K | 44.5% |
| WELLS FARGO & COMPANY/MN | 16,311 | +4,481 | $326.1K | +$91.6K | 37.9% |
| MORGAN STANLEY | 20,153 | +4,224 | $402.9K | +$87.1K | 26.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 295,356 | +1,663 | $5.9M | +$83.1K | 0.6% |
| STATE STREET CORP | 213,201 | +323 | $4.3M | +$42.6K | 0.1% |
| MAI Capital Management | 198,114 | +3 | $4.0M | +$33.7K | 0.0% |
| Mariner, LLC | 16,568 | +64 | $331.2K | +$4.1K | 0.4% |
| Versant Capital Management, Inc | 432 | +176 | $8.6K | +$3.6K | 68.8% |
| CITIGROUP INC | 298 | +151 | $6.0K | +$3.0K | 102.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5,884 | +11 | $117.6K | +$1.2K | 0.2% |
| SRS Capital Advisors, Inc. | 47 | +11 | $940 | +$226 | 30.6% |
| CWM, LLC | 348 | +26 | $7 | +$1 | 8.1% |
| AMALGAMATED BANK | 397 | +2 | $8 | $0 | 0.5% |
Reduced(43)
Sold Out(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NewEdge Advisors, LLC | 0 | -11,530 | $0 | -$228.5K | — |
| Wealthspire Advisors, LLC | 0 | -6,802 | $0 | -$134.8K | — |
| Ameritas Advisory Services, LLC | 0 | -2,452 | $0 | -$48.6K | — |
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. | 871,630 | $17.4M | +571 | 0.1% |
| VANGUARD GROUP INC | 692,614 | $13.8M | +42,947 | 6.6% |
| FJ Capital Management LLC | 412,945 | $8.3M | -16,963 | -3.9% |
| TOTH FINANCIAL ADVISORY CORP | 374,479 | $7.5M | -16,268 | -4.2% |
| EVERMAY WEALTH MANAGEMENT LLC | 348,424 | $7.0M | 0 | 0.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 295,356 | $5.9M | +1,663 | 0.6% |
| BANK OF AMERICA CORP /DE/ | 244,105 | $4.9M | -10,185 | -4.0% |
| STATE STREET CORP | 213,201 | $4.3M | +323 | 0.1% |
| MAI Capital Management | 198,114 | $4.0M | +3 | 0.0% |
| Fourthstone LLC | 111,874 | $2.2M | +7,233 | 6.9% |
| BROWN ADVISORY INC | 108,342 | $2.2M | 0 | 0.0% |
| Elizabeth Park Capital Advisors, Ltd. | 105,339 | $2.1M | 0 | 0.0% |
| Cresset Asset Management, LLC | 102,950 | $2.1M | 0 | 0.0% |
| NORTHERN TRUST CORP | 95,950 | $1.9M | -5,106 | -5.0% |
| rhino investment partners, Inc | 94,840 | $1.9M | +54,119 | 132.9% |
| Meridian Financial Partners LLC | 57,619 | $1.2M | 0 | 0.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 34,657 | $692.8K | -1,683 | -4.6% |
| Bank of New York Mellon Corp | 32,458 | $648.8K | -278 | -0.8% |
| CITADEL ADVISORS LLC | 31,260 | $624.9K | +10,922 | 53.7% |
| Nuveen, LLC | 28,304 | $565.8K | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
3 managers exited
Top five by prior-quarter value
- NewEdge Advisors, LLC$228.5K
- Wealthspire Advisors, LLC$134.8K
- Ameritas Advisory Services, LLC$48.6K
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 JMSB 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.