DE:C9N0 / Stellar Bancorp, Inc. - Proprietà istituzionale - Acquirenti

Stellar Bancorp, Inc.
DE ˙ DB ˙ US8589271068
26,20 € ↓ -0,20 (-0,76%)
2025-09-04
PREZZO DELLE AZIONI
Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in Stellar Bancorp, Inc. includono Cooper Financial Group, MOPCX - NYLI WMC Small Companies Fund Class C, Financial Synergies Wealth Advisors, Inc., Paragon Capital Management LLC, Verition Fund Management LLC, Vident Advisory, LLC, Clear Street Markets Llc, VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, Hartland & Co., LLC, Twin Peaks Wealth Advisors, LLC, Skopos Labs, Inc., TEXN - iShares Texas Equity ETF, Bare Financial Services, Inc, Hantz Financial Services, Inc., Geneos Wealth Management Inc., SRS Capital Advisors, Inc., ETTOX - E*TRADE No Fee Total Market Index Fund, EBI - Longview Advantage ETF, e DecisionPoint Financial, LLC .

Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)		 Azioni Δ Azioni
(%)		 Valore
dichiarato
($ 1000)		 Δ Valore
(%)		 Allocazione del portafoglio
(%)
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 900 22
2025-08-05 13F Bank Of Montreal /can/ 7.536 1,11 211 1,94
2025-07-24 13F Ronald Blue Trust, Inc. 2.010 7,83 56 9,80
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 24.000 28,08 599 12,59
2025-08-14 13F Price T Rowe Associates Inc /md/ 40.211 18,47 1
2025-08-14 13F Susquehanna International Group, Llp 78.501 1,16 2.196 2,33
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 8.513 0,61 229 -6,91
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 37.210 2,48 1.041 3,69
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 18.538 11,49 463 -2,12
2025-08-08 13F Larson Financial Group LLC 70 1.300,00 2
2025-07-11 13F/A Umb Bank N A/mo 136 58,14 4 50,00
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 22.100 7,90 552 -5,16
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 285.832 50,05 7.998 51,80
2025-08-14 13F Colony Group, LLC 14.575 0,37 408 1,50
2025-08-12 13F XTX Topco Ltd 17.594 20,36 492 21,78
2025-08-08 13F Creative Planning 38.259 201,20 1.070 204,84
2025-08-14 13F Mercer Global Advisors Inc /adv 203.311 0,03 5.689 1,19
2025-08-06 13F True Wealth Design, LLC 145 559,09 4
2025-06-27 NP RSSL - Global X Russell 2000 ETF 29.784 6,50 743 -6,42
2025-07-08 13F Parallel Advisors, LLC 663 13,33 19 12,50
2025-09-04 13F/A Advisor Group Holdings, Inc. 2.217 62
2025-07-18 13F Cooper Financial Group 310.293 8.682
2025-07-24 13F Us Bancorp \de\ 102 3
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 16.175 17,53 404 3,33
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 188 6,82 5 0,00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 480 60,00 12 37,50
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 65.848 1.842
2025-06-24 NP MOPCX - NYLI WMC Small Companies Fund Class C 116.779 2.915
2025-07-15 13F Fifth Third Bancorp 168 500,00 5
2025-08-14 13F Verition Fund Management LLC 15.820 443
2025-08-12 13F SRS Capital Advisors, Inc. 30 1
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 259.957 0,74 6.998 -6,77
2025-07-21 13F Segment Wealth Management, LLC 79.938 0,04 2.237 1,18
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 1.786 2,41 45 -10,20
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 246.058 9,48 6.624 1,32
2025-08-13 13F Jones Financial Companies Lllp 4.581 133,96 129 141,51
2025-05-13 13F Sei Investments Co 29.960 0,19 849 0,24
2025-08-12 13F Prudential Financial Inc 47.980 3,65 1.342 4,84
2025-08-08 13F/A Sterling Capital Management LLC 1.271 49,88 36 52,17
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 66.976 7,91 1.803 -0,17
2025-08-15 13F Morgan Stanley 393.426 6,25 11.008 7,48
2025-08-13 13F Bare Financial Services, Inc 83 2
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 5.658 14,86 152 6,29
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.269 19,49 36 20,69
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 253.094 3,30 6.317 -9,21
2025-08-14 13F Vident Advisory, LLC 7.214 202
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.317 15,97 233 1,75
2025-08-12 13F Fca Corp /tx 40.612 1,43 1.136 2,62
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 2.989 152,66 84 159,38
2025-08-14 13F Hancock Whitney Corp 30.115 27,72 843 29,14
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1.037 6,36 29 11,54
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 60.287 2,61 1.687 3,75
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 495.007 2,29 12.355 -10,10
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5.587 2,65 139 -9,74
2025-07-15 13F Sheets Smith Wealth Management 15.819 2,12 443 3,27
2025-08-13 13F Pictet Asset Management Holding SA 9.778 16,35 274 17,67
2025-08-15 13F Tower Research Capital LLC (TRC) 9.155 567,76 256 591,89
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 113.776 0,70 2.840 -11,50
2025-08-14 13F Aqr Capital Management Llc 37.028 39,71 1.036 41,34
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 QVM Multi-factor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.635 0,26 206 -7,24
2025-08-18 13F Geneos Wealth Management Inc. 41 1
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 1.746 19,84 48 17,07
2025-08-14 13F/A Skopos Labs, Inc. 127 4
2025-08-01 13F Teacher Retirement System Of Texas 12.129 15,39 339 16,90
2025-07-16 13F Signaturefd, Llc 262 127,83 7 133,33
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 11.430 9,28 320 10,38
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 157 3.040,00 4
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 210.096 10,87 5.244 -2,56
2025-08-08 13F Foundations Investment Advisors, LLC 9.303 1,03 260 2,36
2025-08-15 13F CI Private Wealth, LLC 30.290 99,74 848 102,15
2025-08-14 13F State Street Corp 2.116.900 3,02 59.231 4,21
2025-08-08 13F Paragon Capital Management LLC 65.848 1.842
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 3.955 7.505,77 99 9.700,00
2025-08-14 13F EJF Capital LLC 16.978 2,65 475 3,94
2025-08-14 13F Ubs Asset Management Americas Inc 137.433 58,82 3.845 60,68
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 9.019 4,88 252 6,33
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.655 3,87 66 -8,33
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap Equity Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38.799 29,39 1.086 30,88
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 3.858 14,62 96 1,05
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.897 20,36 272 5,45
2025-07-25 13F Cwm, Llc 1.647 18,23 0
2025-07-09 13F Harbor Capital Advisors, Inc. 260 29,35 0
2025-07-28 NP HDG - ProShares Hedge Replication ETF 65 12,07 2 0,00
2025-08-14 13F/A Barclays Plc 105.352 47,80 3 100,00
2025-08-14 13F Millennium Management Llc 919.819 4,24 25.737 5,44
2025-05-15 13F Texas Permanent School Fund 45.366 1.132
2025-08-12 13F Dimensional Fund Advisors Lp 2.250.427 5,90 62.967 7,13
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.464.912 1,60 40.988 2,77
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 9.102 3,89 255 4,96
2025-08-07 13F Allworth Financial LP 116 480,00 3
2025-08-11 13F HighTower Advisors, LLC 286.171 2,60 8.007 3,78
2025-08-08 13F Pnc Financial Services Group, Inc. 2.979 2,69 83 3,75
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 14 0
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 93.625 8,20 2.520 0,12
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 88.252 3,12 2.376 -4,58
2025-08-14 13F Rafferty Asset Management, LLC 39.027 63,53 1.092 65,30
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 189 6
2025-08-13 13F Quadrant Capital Group Llc 7.533 0,04 211 0,96
2025-06-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.153 4,25 253 -8,33
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 994 15,45 28 17,39
2025-08-26 NP TEXN - iShares Texas Equity ETF 115 3
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 186.442 11,87 4.654 -1,69
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 554 84,05 16 87,50
2025-07-28 NP VCSLX - Small Cap Index Fund 20.421 8,82 550 0,73
2025-08-14 13F UBS Group AG 108.695 59,54 3.041 61,41
2025-08-12 13F Rhumbline Advisers 143.693 1,91 4.021 3,08
2025-04-29 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 14.151 58,27 412 48,38
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2.522 8,15 71 9,38
2025-08-28 NP SPTM - SPDR(R) Portfolio Total Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.017 3,40 140 4,48
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 710 1,87 20 0,00
2025-07-25 NP PMSAX - Global Multi-Strategy Fund Class A 1.570 4,46 42 -2,33
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 9.040 42,59 243 32,07
2025-07-29 NP VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.320 36
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F EverSource Wealth Advisors, LLC 751 464,66 21 600,00
2025-08-14 13F Fmr Llc 14.631 8,27 409 9,65
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 57.192 0,48 1.600 1,65
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1.774 3,38 50 4,26
2025-08-14 13F Wells Fargo & Company/mn 30.366 2,96 850 4,17
2025-07-29 NP EBI - Longview Advantage ETF 13 0
2025-08-04 13F Hantz Financial Services, Inc. 68 0
2025-08-26 NP Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 530 4,74 15 7,69
2025-08-04 13F Strs Ohio 19.300 7,82 540 9,09
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 121.890 2,73 3.042 -9,71
2025-08-08 13F Hartland & Co., LLC 190 5
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.403 6,10 123 7,89
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 216.296 8,41 5.399 -4,73
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 406.962 3.476,43 4.364 1.289,81
2025-08-14 13F DecisionPoint Financial, LLC 7 0
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2.259 26,48 61 17,65
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 128.821 26,52 3.215 11,21
2025-08-14 13F Citadel Advisors Llc 46.634 1.305
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21.726 3,57 542 -8,91
2025-08-14 13F Bank Of America Corp /de/ 146.124 12,05 4.089 13,34
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 50.814 13,59 1.422 14,87
2025-08-12 13F MAI Capital Management 1.041 4,10 29 7,41
2025-08-14 13F Bridgeway Capital Management Inc 393.685 2,52 11.015 3,70
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 84.496 2,01 2.364 3,19
2025-07-22 13F WJ Interests, LLC 27.506 0,02 770 1,18
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 15.037 2,45 421 3,70
2025-07-16 13F State of Alaska, Department of Revenue 27.299 3,57 1
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 185.285 5,35 5.184 6,58
2025-08-12 13F Sfmg, Llc 33.223 0,04 930 1,20
2025-06-25 NP FNCL - Fidelity MSCI Financials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13.178 0,48 329 -11,83
2025-08-14 13F Integrated Wealth Concepts LLC 34.741 0,88 972 2,10
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 432.185 7,17 10.787 -5,81
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 259 29,50 6 20,00
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 6.072 64,33 152 45,19
2025-08-07 13F King Luther Capital Management Corp 1.283.086 0,21 35.901 1,37
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 11.476 19,47 286 5,15
2025-08-12 13F Clear Street Markets Llc 1.608 45
2025-08-13 13F ExodusPoint Capital Management, LP 142.379 67,75 4 50,00
2025-08-14 13F Voya Investment Management Llc 14.718 0,90 412 1,99
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3.675 3,70 103 4,08
2025-08-12 13F Public Sector Pension Investment Board 156.203 3,60 4.371 4,80
2025-08-14 13F North Reef Capital Management LP 1.540.000 7.600,00 43.089 7.691,86
2025-08-11 13F Empowered Funds, LLC 185.545 5,49 5.192 6,72
2025-08-14 13F/A Rockefeller Capital Management L.P. 22.715 1,56 636 2,75
2025-08-14 13F Sunbelt Securities, Inc. 34.501 94,72 978 99,59
Other Listings
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