FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.990.39%
STOXX50E5,860.32-0.39%
XLF51.810.76%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp28.4°C
UV0
Feels32.1°C
Humidity70%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time8:05 PM
13F QoQ Ownership Changes

NWFL Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 15 new · 36 added · 44 reduced · 4 exited

New Positions(15)

ManagerSharesΔ SharesValueΔ Value% Δ
SEGALL BRYANT & HAMILL, LLC55,864+55,864$1.6M+$1.6M
Squarepoint Ops LLC18,626+18,626$522.5K+$522.5K
Chicago Capital Management, LLC15,069+15,069$407.1K+$407.1K
CSS LLC/IL13,213+13,213$370.6K+$370.6K
Trexquant Investment LP10,610+10,610$297.6K+$297.6K
Connor, Clark & Lunn Investment Management Ltd.9,256+9,256$259.6K+$259.6K
Invesco Ltd.8,375+8,375$234.9K+$234.9K
Larson Financial Group LLC4,080+4,080$114.5K+$114.5K
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC158+158$4.4K+$4.4K
Strive Financial Group ,LLC40+40$1.1K+$1.1K
Allworth Financial LP15+15$421+$421
IFP Advisors, Inc10+10$262+$262
MAI Capital Management1+1$29+$29
State of Alaska, Department of Revenue621+621$17+$17
FNY Investment Advisers, LLC1+1$0$0

Added To(36)

ManagerSharesΔ SharesValueΔ Value% Δ
WELLINGTON MANAGEMENT GROUP LLP888,812+254,259$24.9M+$8.8M40.1%
BlackRock, Inc.580,582+6,337$16.3M+$1.7M1.1%
Bulldog Investors, LLP64,145+54,814$1.8M+$1.6M587.4%
VANGUARD GROUP INC448,224+8,274$12.6M+$1.4M1.9%
UBS Group AG28,262+24,915$792.7K+$707.7K744.4%
STATE STREET CORP133,907+11,402$3.8M+$642.0K9.3%
GEODE CAPITAL MANAGEMENT, LLC201,621+650$5.7M+$546.9K0.3%
MILLENNIUM MANAGEMENT LLC30,699+18,192$861.1K+$543.2K145.4%
GOLDMAN SACHS GROUP INC25,841+14,305$724.8K+$431.6K124.0%
Bank of New York Mellon Corp35,895+12,161$1.0M+$403.5K51.2%
DIMENSIONAL FUND ADVISORS LP134,660+1,351$3.8M+$388.5K1.0%
RENAISSANCE TECHNOLOGIES LLC55,806+7,981$1.6M+$349.6K16.7%
RAYMOND JAMES FINANCIAL INC95,942+3,517$2.7M+$341.7K3.8%
MORGAN STANLEY23,480+9,403$658.6K+$300.8K66.8%
MARSHALL WACE, LLP39,551+4,235$1.1M+$211.7K12.0%
DEUTSCHE BANK AG\9,710+5,991$272.4K+$177.8K161.1%
LOS ANGELES CAPITAL MANAGEMENT LLC19,645+5,560$522.0K+$163.9K39.5%
Alliance Wealth Advisors, LLC14,364+3,008$402.9K+$114.2K26.5%
BANK OF AMERICA CORP /DE/8,246+3,363$231.3K+$107.2K68.9%
WELLS FARGO & COMPANY/MN9,645+3,047$270.5K+$102.8K46.2%
BARCLAYS PLC14,641+2,503$377.4K+$68.9K20.6%
AQR CAPITAL MANAGEMENT LLC14,358+1,205$402.7K+$68.4K9.2%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC24,318+32$682.1K+$64.8K0.1%
STIFEL FINANCIAL CORP9,889+1,381$277.4K+$61.1K16.2%
PNC Financial Services Group, Inc.13,637+5$382.5K+$36.0K0.0%
OSAIC HOLDINGS, INC.960+500$26.9K+$14.5K108.7%
FMR LLC541+352$15.2K+$10.4K186.2%
CITIGROUP INC385+286$10.8K+$8.3K288.9%
Bangor Savings Bank2,199+25$61.7K+$6.4K1.1%
GAMMA Investing LLC69+5$1.9K+$3087.8%
EverSource Wealth Advisors, LLC26+3$729+$14413.0%
SBI Securities Co., Ltd.5+2$140+$6466.7%
ACADIAN ASSET MANAGEMENT LLC4,243+1,548$117+$5057.4%
CANADA LIFE ASSURANCE Co880+378$25+$1275.3%
CWM, LLC798+121$22+$517.9%
AMALGAMATED BANK270+21$8+$28.4%

Reduced(44)

ManagerSharesΔ SharesValueΔ Value% Δ
Fourthstone LLC19,457-64,307$545.8K-$1.6M-76.8%
COMMONWEALTH EQUITY SERVICES, LLC24,478-951$686.6K+$686.0K-3.7%
MANUFACTURERS LIFE INSURANCE COMPANY, THE176,796-687$5.0M+$447.5K-0.4%
EMERALD MUTUAL FUND ADVISERS TRUST25,000-19,200$701.3K-$422.3K-43.4%
Royal Bank of Canada6,120-8,214$172.0K-$184.0K-57.3%
Cetera Investment Advisers61,602-182$1.7M+$157.4K-0.3%
Strategic Financial Services, Inc.19,8460$632.9K+$128.4K0.0%
Cornerstone Wealth Group, LLC171,051-13,013$4.8M+$119.1K-7.1%
EAGLE WEALTH STRATEGIES LLC23,5280$660.0K+$61.9K0.0%
JPMORGAN CHASE & CO7,050-2,873$197.8K-$54.5K-28.9%
Quadrature Capital Ltd8,512-2,967$238.8K-$53.6K-25.8%
Community Bank, N.A.4,487-2,315$125.8K-$47.0K-34.0%
NORTHERN TRUST CORP66,173-5,356$1.9M+$37.9K-7.5%
Minerva Advisors LLC13,6810$383.8K+$36.0K0.0%
Nuveen, LLC12,9560$363.4K+$34.1K0.0%
JOHN G ULLMAN & ASSOCIATES INC12,6000$353.4K+$33.1K0.0%
BRIDGEWAY CAPITAL MANAGEMENT, LLC10,2760$288.2K+$27.0K0.0%
RAFFLES ASSOCIATES LP12,449-414$349.2K+$22.2K-3.2%
LPL Financial LLC33,971-2,680$952.9K+$21.2K-7.3%
EMERALD ADVISERS, LLC4,5000$126.2K+$11.8K0.0%
MetLife Investment Management, LLC4,3760$122.7K+$11.5K0.0%
PEOPLES FINANCIAL SERVICES CORP.3,5550$99.7K+$9.3K0.0%
NEW YORK STATE COMMON RETIREMENT FUND3,2610$91.5K+$8.6K0.0%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,986-92$111.8K+$8.1K-2.3%
CITADEL ADVISORS LLC21,294-2,503$597.3K-$7.6K-10.5%
Police & Firemen's Retirement System of New Jersey2,8550$80.1K+$7.5K0.0%
NBT BANK N A /NY2,0110$56.4K+$5.3K0.0%
RHUMBLINE ADVISERS6,758-869$189.6K-$4.3K-11.4%
Russell Investments Group, Ltd.2,091-47$58.7K+$4.3K-2.2%
Tower Research Capital LLC (TRC)396-168$11.1K-$3.2K-29.8%
Legal & General Group Plc8000$22.4K+$2.1K0.0%
Ameritas Investment Partners, Inc.6090$17.1K+$1.6K0.0%
Triumph Capital Management5000$14.0K+$1.3K0.0%
Sterling Capital Management LLC496-98$13.9K-$1.2K-16.5%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM530-12$14.9K+$1.1K-2.2%
Stone House Investment Management, LLC3790$10.6K+$9960.0%
Optiver Holding B.V.1280$3.6K+$3360.0%
NewEdge Advisors, LLC870$2.4K+$2280.0%
BNP PARIBAS FINANCIAL MARKETS1,907-193$53.5K+$109-9.2%
True Wealth Design, LLC140$393+$370.0%
Sunbelt Securities, Inc.10$28+$30.0%
Clearstead Advisors, LLC10$29+$30.0%
Pacific Center for Financial Services310$789$00.0%
HARBOR CAPITAL ADVISORS, INC.49-1$1$0-2.0%

Sold Out(4)

ManagerSharesΔ SharesValueΔ Value% Δ
JANE STREET GROUP, LLC0-8,339$0-$212.0K
Arax Advisory Partners0-420$0-$10.7K
Advisory Services Network, LLC0-300$0-$7.6K
CREATIVE FINANCIAL DESIGNS INC /ADV0-86$0-$2.2K