New Positions
32 managers initiated
Top five by reported value
LINKBANCORP Inc NASDAQ NMS - GLOBAL MARKET:LNKB
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
32 new41 added57 reduced9 exited
Total Institutional Holders
130
as of 2025-12-31
Top Holder
ALLIANCEBERNSTEIN L.P.
$16.4M
Largest QoQ Increase
Algebris (UK) Ltd
+892,354 sh
Largest QoQ Decrease
FJ Capital Management LLC
-2,402,842 sh
New Positions(32)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Algebris (UK) Ltd | 892,354 | +892,354 | $7.4M | +$7.4M | — |
| Qube Research & Technologies Ltd | 219,962 | +219,962 | $1.8M | +$1.8M | — |
| Brevan Howard Capital Management LP | 180,000 | +180,000 | $1.5M | +$1.5M | — |
| Yakira Capital Management, Inc. | 138,700 | +138,700 | $1.1M | +$1.1M | — |
| ABC ARBITRAGE SA | 131,583 | +131,583 | $1.1M | +$1.1M | — |
| STIFEL FINANCIAL CORP | 60,000 | +60,000 | $495.6K | +$495.6K | — |
| SALZHAUER MICHAEL | 54,385 | +54,385 | $449.2K | +$449.2K | — |
| RITHOLTZ WEALTH MANAGEMENT | 53,297 | +53,297 | $440.2K | +$440.2K | — |
| OMERS ADMINISTRATION Corp | 52,900 | +52,900 | $437.0K | +$437.0K | — |
| BAILARD, INC. | 38,653 | +38,653 | $319.3K | +$319.3K | — |
| Jump Financial, LLC | 25,800 | +25,800 | $213.1K | +$213.1K | — |
| PRUDENTIAL FINANCIAL INC | 21,890 | +21,890 | $180.8K | +$180.8K | — |
| OCCUDO QUANTITATIVE STRATEGIES LP | 21,464 | +21,464 | $177.3K | +$177.3K | — |
| Trexquant Investment LP | 20,631 | +20,631 | $170.4K | +$170.4K | — |
| FIRST TRUST ADVISORS LP | 16,399 | +16,399 | $135.5K | +$135.5K | — |
| Daytona Street Capital LLC | 15,000 | +15,000 | $123.9K | +$123.9K | — |
| Pensionmark Financial Group, LLC | 14,779 | +14,779 | $122.1K | +$122.1K | — |
| IEQ CAPITAL, LLC | 13,254 | +13,254 | $109.5K | +$109.5K | — |
| AMERICAN CENTURY COMPANIES INC | 12,786 | +12,786 | $105.6K | +$105.6K | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,519 | +10,519 | $86.9K | +$86.9K | — |
| Global Retirement Partners, LLC | 10,182 | +10,182 | $84.1K | +$84.1K | — |
| MAI Capital Management | 9,894 | +9,894 | $81.7K | +$81.7K | — |
| PenderFund Capital Management Ltd. | 5,175 | +5,175 | $42.7K | +$42.7K | — |
| Advocate Investing Services LLC | 372 | +372 | $3.1K | +$3.1K | — |
| GLAZER CAPITAL, LLC | 208,445 | +208,445 | $1.7K | +$1.7K | — |
| Torren Management, LLC | 188 | +188 | $1.6K | +$1.6K | — |
| Allworth Financial LP | 129 | +129 | $1.1K | +$1.1K | — |
| IFP Advisors, Inc | 124 | +124 | $1.0K | +$1.0K | — |
| Farther Finance Advisors, LLC | 62 | +62 | $512 | +$512 | — |
| Kilter Group LLC | 17 | +17 | $141 | +$141 | — |
| SJS Investment Consulting Inc. | 17 | +17 | $141 | +$141 | — |
| ACADIAN ASSET MANAGEMENT LLC | 9,215 | +9,215 | $75 | +$75 | — |
Added To(41)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Fourthstone LLC | 1,066,836 | +384,013 | $8.8M | +$3.9M | 56.2% |
| VANGUARD GROUP INC | 1,397,536 | +70,561 | $11.5M | +$2.1M | 5.3% |
| SEGALL BRYANT & HAMILL, LLC | 208,930 | +89,262 | $1.7M | +$872.5K | 74.6% |
| PMC FIG Opportunities LLC | 211,940 | +88,175 | $1.8M | +$868.2K | 71.2% |
| STATE STREET CORP | 357,413 | +21,905 | $3.0M | +$560.1K | 6.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 83,584 | +62,286 | $690.4K | +$538.5K | 292.4% |
| RENAISSANCE TECHNOLOGIES LLC | 88,400 | +59,200 | $730.2K | +$522.0K | 202.7% |
| DIMENSIONAL FUND ADVISORS LP | 100,223 | +50,370 | $827.8K | +$472.6K | 101.0% |
| JANE STREET GROUP, LLC | 79,048 | +44,279 | $652.9K | +$405.0K | 127.3% |
| AQR CAPITAL MANAGEMENT LLC | 87,009 | +41,822 | $718.7K | +$396.5K | 92.5% |
| MORGAN STANLEY | 167,567 | +25,569 | $1.4M | +$371.7K | 18.0% |
| MILLENNIUM MANAGEMENT LLC | 67,798 | +37,083 | $560.0K | +$341.0K | 120.7% |
| Persistent Asset Partners Ltd | 67,578 | +27,796 | $558.2K | +$274.5K | 69.9% |
| BANK OF AMERICA CORP /DE/ | 37,228 | +24,958 | $307.5K | +$220.0K | 203.4% |
| CITADEL ADVISORS LLC | 59,817 | +19,209 | $494.1K | +$204.6K | 47.3% |
| Bank of New York Mellon Corp | 78,423 | +9,143 | $647.8K | +$153.8K | 13.2% |
| UBS Group AG | 22,403 | +13,095 | $185.0K | +$118.7K | 140.7% |
| LifeGuide Financial Advisors, LLC | 32,458 | +8,578 | $265.8K | +$86.7K | 35.9% |
| WELLS FARGO & COMPANY/MN | 24,047 | +7,953 | $198.6K | +$83.9K | 49.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 67,516 | +30 | $557.7K | +$76.5K | 0.0% |
| MARSHALL WACE, LLP | 24,607 | +4,265 | $203.3K | +$58.2K | 21.0% |
| LPL Financial LLC | 49,916 | +254 | $412.3K | +$58.2K | 0.5% |
| Mariner, LLC | 16,706 | +4,977 | $137.9K | +$54.3K | 42.4% |
| J.W. COLE ADVISORS, INC. | 43,912 | +2 | $362.7K | +$49.6K | 0.0% |
| ADVISOR GROUP HOLDINGS, INC. | 40,126 | +368 | $331.4K | +$48.9K | 0.9% |
| Bernardo Wealth Planning LLC | 27,892 | +245 | $230.4K | +$33.3K | 0.9% |
| BARCLAYS PLC | 44,592 | +3,182 | $326.0K | +$30.7K | 7.7% |
| Invesco Ltd. | 15,242 | +1,626 | $125.9K | +$28.8K | 11.9% |
| Cetera Investment Advisers | 20,860 | +153 | $172.3K | +$24.7K | 0.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 10,001 | +9 | $82.6K | +$11.4K | 0.1% |
| FMR LLC | 1,370 | +1,184 | $11.3K | +$10.0K | 636.5% |
| Atlantic Union Bankshares Corp | 7,951 | +23 | $65.7K | +$9.1K | 0.3% |
| BNP PARIBAS ARBITRAGE, SNC | 7,365 | +88 | $60.8K | +$8.9K | 1.2% |
| CITIGROUP INC | 1,137 | +805 | $9.4K | +$7.0K | 242.5% |
| NewEdge Advisors, LLC | 1,356 | +279 | $11.2K | +$3.5K | 25.9% |
| Bare Financial Services, Inc | 729 | +7 | $6.0K | +$869 | 1.0% |
| Private Wealth Management Group, LLC | 171 | +84 | $1.4K | +$792 | 96.5% |
| ROTHSCHILD INVESTMENT LLC | 30 | +16 | $248 | +$148 | 114.3% |
| True Wealth Design, LLC | 30 | +10 | $248 | +$105 | 50.0% |
| Sunbelt Securities, Inc. | 7 | +2 | $58 | +$22 | 40.0% |
| CWM, LLC | 5,677 | +1,840 | $47 | +$20 | 48.0% |
Reduced(57)
Sold Out(9)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Strategic Value Bank Partners LLC | 0 | -448,946 | $0 | -$3.2M | — |
| EJF Capital LLC | 0 | -93,070 | $0 | -$663.6K | — |
| MENDON CAPITAL ADVISORS CORP | 0 | -63,085 | $0 | -$447.8K | — |
| ELCO Management Co., LLC | 0 | -26,884 | $0 | -$191.7K | — |
| HSBC HOLDINGS PLC | 0 | -20,503 | $0 | -$145.6K | — |
| DEUTSCHE BANK AG\ | 0 | -20,370 | $0 | -$145.2K | — |
| INTECH INVESTMENT MANAGEMENT LLC | 0 | -11,626 | $0 | -$82.9K | — |
| Lowe Wealth Advisors, LLC | 0 | -9,876 | $0 | -$70.4K | — |
| SRS Capital Advisors, Inc. | 0 | -819 | $0 | -$5.8K | — |
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 % |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 1,980,527 | $16.4M | -12,838 | -0.6% |
| VANGUARD GROUP INC | 1,397,536 | $11.5M | +70,561 | 5.3% |
| BlackRock, Inc. | 1,347,779 | $11.1M | -40,077 | -2.9% |
| Fourthstone LLC | 1,066,836 | $8.8M | +384,013 | 56.2% |
| Algebris (UK) Ltd | 892,354 | $7.4M | +892,354 | — |
| FJ Capital Management LLC | 596,930 | $4.9M | -2,402,842 | -80.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 580,244 | $4.8M | -11,040 | -1.9% |
| BANC FUNDS CO LLC | 401,593 | $3.3M | -136,064 | -25.3% |
| STATE STREET CORP | 357,413 | $3.0M | +21,905 | 6.5% |
| Qube Research & Technologies Ltd | 219,962 | $1.8M | +219,962 | — |
| PMC FIG Opportunities LLC | 211,940 | $1.8M | +88,175 | 71.2% |
| SEGALL BRYANT & HAMILL, LLC | 208,930 | $1.7M | +89,262 | 74.6% |
| NORTHERN TRUST CORP | 182,673 | $1.5M | -2,455 | -1.3% |
| Brevan Howard Capital Management LP | 180,000 | $1.5M | +180,000 | — |
| MORGAN STANLEY | 167,567 | $1.4M | +25,569 | 18.0% |
| Yakira Capital Management, Inc. | 138,700 | $1.1M | +138,700 | — |
| ABC ARBITRAGE SA | 131,583 | $1.1M | +131,583 | — |
| Enhancing Capital LLC | 114,917 | $949.2K | 0 | 0.0% |
| DIMENSIONAL FUND ADVISORS LP | 100,223 | $827.8K | +50,370 | 101.0% |
| Wealth Management Associates, Inc. | 99,044 | $818.1K | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
9 managers exited
Top five by prior-quarter value
- Strategic Value Bank Partners LLC$3.2M
- EJF Capital LLC$663.6K
- MENDON CAPITAL ADVISORS CORP$447.8K
- ELCO Management Co., LLC$191.7K
- HSBC HOLDINGS PLC$145.6K
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 LNKB 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.