CWBC / Community West Bancshares - Proprietà istituzionale - Acquirenti

Community West Bancshares

Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in Community West Bancshares includono Hsbc Holdings Plc, MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio, Trexquant Investment LP, BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares, Aqr Capital Management Llc, PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional, Raymond James Financial Inc, OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio, AVFIX - American Beacon Small Cap Value Fund Institutional Class, DFSU - Dimensional US Sustainability Core 1 ETF, Jones Financial Companies Lllp, IFP Advisors, Inc, Hartland & Co., LLC, e EverSource Wealth Advisors, 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
(%)
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 43.760 5,87 766 -4,97
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 111 2
2025-07-24 13F IFP Advisors, Inc 55 1
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 1.400 24
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 669 13
2025-08-28 NP IWC - iShares Micro-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 37.838 0,02 738 5,58
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 507 9,03 10 12,50
2025-08-14 13F Ameriprise Financial Inc 301.256 0,02 5.878 5,59
2025-08-14 13F/A Barclays Plc 59.963 252,79 1
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 23.563 460
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 123 70,83 2 100,00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 501 10
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 7.971 7,79 156 13,97
2025-08-14 13F Bank Of America Corp /de/ 32.651 195,43 637 212,25
2025-08-14 13F Alliancebernstein L.p. 31.180 19,29 608 25,88
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 1.325 23
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 499 66,89 10 80,00
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 1.875 37
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 49.747 7,88 971 13,85
2025-08-07 13F Allworth Financial LP 7.029 0,20 137 13,22
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3.558 17,08 69 23,21
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional 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 4.961 97
2025-08-27 13F/A Brinker Capital Investments, LLC 28.321 4,08 553 9,96
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 88.862 7,63 1.555 -3,36
2025-07-28 NP HDG - ProShares Hedge Replication ETF 22 10,00 0
2025-08-08 13F Hartland & Co., LLC 16 0
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 3.585 7,56 70 13,11
2025-08-12 13F BlackRock, Inc. 1.472.427 31,73 28.727 39,07
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 5 25,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 364 1.113,33 7
2025-07-25 13F Cwm, Llc 896 261,29 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 631 12
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 2.075 40
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 554 11
2025-08-04 13F Bridgewealth Advisory Group, LLC 25.800 110,78 503 122,57
2025-08-13 13F Hsbc Holdings Plc 24.884 485
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 1.979 39
2025-08-05 13F Bank of New York Mellon Corp 43.408 1,70 847 7,36
2025-08-13 13F Marshall Wace, Llp 55.451 192,59 1.082 208,86
2025-08-13 13F Systematic Financial Management Lp 308.375 1,96 6.016 7,66
2025-08-13 13F EverSource Wealth Advisors, LLC 3 0
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 1.200 100,00 23 109,09
2025-08-12 13F Jpmorgan Chase & Co 21.357 42,49 417 50,72
2025-08-12 13F Trexquant Investment LP 15.764 308
2025-08-14 13F Citadel Advisors Llc 75.253 46,88 1.468 55,18
2025-08-22 NP FECGX - Fidelity Small Cap Growth 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 2.050 40
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 69 6,15 1 0,00
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 3.550 77,50 69 91,67
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 93.578 0,15 1.666 -7,60
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1.604 9,79 31 19,23
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 3.055 11,05 53 0,00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 731 14
2025-06-27 NP RSSL - Global X Russell 2000 ETF 10.324 5,88 181 -5,26
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 30.656 24,31 546 14,74
2025-08-11 13F Vanguard Group Inc 951.049 1,97 18.555 7,65
2025-08-14 13F State Street Corp 316.253 19,87 6.170 26,56
2025-08-15 13F Morgan Stanley 67.906 65,13 1.325 74,44
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 85.633 10,95 1.524 2,42
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 41.609 0,05 728 -10,12
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares 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 13.381 238
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust 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 12.165 6,98 237 12,86
2025-08-14 13F Raymond James Financial Inc 2.366 46
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 103.483 11,39 1.811 0,00
2025-08-14 13F Aqr Capital Management Llc 13.133 256
2025-08-28 NP IWO - iShares Russell 2000 Growth 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 28.792 562
2025-08-13 13F Renaissance Technologies Llc 58.945 4,80 1.150 10,68
2025-08-14 13F Mercer Global Advisors Inc /adv 21.745 0,21 424 5,74
2025-08-12 13F Dimensional Fund Advisors Lp 768.796 6,87 14.999 12,82
2025-08-08 13F/A Sterling Capital Management LLC 377 29,11 7 40,00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 2.553 0,63 45 -6,25
2025-08-15 13F Tower Research Capital LLC (TRC) 3.237 75,54 63 85,29
2025-08-14 13F Black Maple Capital Management LP 13.415 262
2025-08-14 13F Two Sigma Investments, Lp 24.205 4,94 472 10,80
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1.924 2,56 34 -8,33
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 2.074 24,34 37 12,50
2025-08-13 13F Jones Financial Companies Lllp 116 2
2025-08-12 13F Legal & General Group Plc 1.528 4,44 30 7,41
2025-08-12 13F Rhumbline Advisers 25.850 46,24 504 54,60
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 55.559 2,77 1.084 8,41
2025-08-12 13F Proequities, Inc. 0 0
2025-08-07 13F Kestra Private Wealth Services, Llc 24.117 0,45 471 6,09
2025-07-28 NP VCSLX - Small Cap Index Fund 7.196 11,31 128 3,23
2025-08-12 13F Charles Schwab Investment Management Inc 50.159 3,53 979 9,27
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 23.787 6,03 423 -2,08
2025-08-14 13F Wellington Management Group Llp 155.636 2,27 3.036 7,97
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 1.537 7,03 30 11,54
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 33.153 7,23 590 -1,01
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 66.362 9,21 1.161 -1,94
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 5.683 11,15 111 17,02
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 37.846 67,70 662 50,80
2025-08-13 13F First Trust Advisors Lp 12.165 6,98 237 12,86
2025-07-31 13F Nisa Investment Advisors, Llc 13 160,00 0
2025-08-14 13F Wells Fargo & Company/mn 19.568 38,19 382 45,98
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2.713 8,82 53 13,04
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 3.890 66,24 76 74,42
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 544.671 1,89 10.627 7,57
2025-08-13 13F Mount Yale Investment Advisors, LLC 25.458 75,61 497 85,77
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 87.618 6,18 1.533 -4,66
2025-07-09 13F Harbor Capital Advisors, Inc. 124 72,22 0
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