Savings Institutions, Federally Chartered - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-06-04 13F-HR/A AX / Axos Financial Chelsea Counsel Co 100 100 0.00
2026-06-04 SCHEDULE 13D CZWI / Citizens Community Bancorp Schornack Andrew David 611,987
2026-06-03 13F-HR CFFN / Capitol Federal Financial CoreFirst Bank & Trust 11,659 11,659 0.00
2026-06-02 13F-HR/A HTB / HomeTrust Bancshares Optiver Holding B.V. 150 166 10.67
2026-06-02 13F-HR/A CFFN / Capitol Federal Financial Optiver Holding B.V. 280 64 -77.14
2026-06-02 13F-HR/A CLBK / Columbia Financial Optiver Holding B.V. 130 162 24.62
2026-06-02 13F-HR/A EBC / Eastern Bankshares Parallel Advisors, LLC 2,433 0 -100.00
2026-06-02 13F-HR/A FMAO / Farmers & Merchants Bancorp Optiver Holding B.V. 98 138 40.82
2026-06-02 13F-HR/A BKU / BankUnited Optiver Holding B.V. 100 0 -100.00
2026-06-02 13F-HR/A BKU / BankUnited DV Trading LLC 200 0 -100.00
2026-06-02 13F-HR/A BCBP / BCB Bancorp Optiver Holding B.V. 312 168 -46.15
2026-06-02 13F-HR/A AX / Axos Financial DV Trading LLC 4 0 -100.00
2026-06-02 13F-HR FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF Norris Financial Group, LLC 12,458
2026-06-02 13F-HR/A NFBK / Northfield Bancorp Optiver Holding B.V. 300 388 29.33
2026-06-02 13F-HR/A AX / Axos Financial Parallel Advisors, LLC 364 0 -100.00
2026-06-02 13F-HR/A EBC / Eastern Bankshares Optiver Holding B.V. 989 929 -6.07
2026-06-02 13F-HR FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF Norris Financial Group, LLC 12,458 0 -100.00
2026-06-02 13F-HR/A KRNY / Kearny Financial Optiver Holding B.V. 500 548 9.60
2026-06-02 13F-HR/A AX / Axos Financial Optiver Holding B.V. 51 0 -100.00
2026-06-02 13F-HR/A PDLB / Ponce Financial Group Optiver Holding B.V. 158 198 25.32
2026-06-02 13F-HR/A NRIM / Northrim BanCorp Optiver Holding B.V. 180 212 17.78
2026-06-02 13F-HR/A WSBF / Waterstone Financial Optiver Holding B.V. 276 156 -43.48
2026-06-02 13F-HR/A BBT / Beacon Financial DV Trading LLC 300 0 -100.00
2026-06-02 13F-HR/A PFS / Provident Financial Services Optiver Holding B.V. 503 657 30.62
2026-05-29 13F-HR IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF Mullaney, Keating & Wright, Inc. 3,017
2026-05-29 13F-HR IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF Mullaney, Keating & Wright, Inc. 3,017 3,029 0.40
2026-05-29 13F-HR IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF Mullaney, Keating & Wright, Inc. 3,029 3,810 25.78
2026-05-29 13F-HR IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF Asset Dedication, LLC 42 42 0.00
2026-05-29 13F-HR AX / Axos Financial Keel Point, LLC 12,739 11,397 -10.53
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 67,711 78,162 15.43
2026-05-28 13F-HR BKU / BankUnited Henshaw Capital LLC 9,953
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 51,366 51,919 1.08
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 81,634 82,456 1.01
2026-05-28 13F-HR BKU / BankUnited Henshaw Capital LLC 9,953 0 -100.00
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 43,941
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 83,217 83,967 0.90
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 43,941 43,941 0.00
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 43,941 44,338 0.90
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 83,967 84,750 0.93
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 43,941 43,941 0.00
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 79,444 80,662 1.53
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 43,941 43,941 0.00
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 78,162 79,444 1.64
2026-05-28 13F-HR BKU / BankUnited Henshaw Capital LLC 0 7,971
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 43,941 43,941 0.00
2026-05-28 13F-HR BKU / BankUnited Henshaw Capital LLC 9,953 9,953 0.00
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 57,908 0 -100.00
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 85,483 86,357 1.02
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 45,107 45,497 0.86
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 43,941 43,941 0.00
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 87,171 57,908 -33.57
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 82,456 83,217 0.92
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 45,497 51,966 14.22
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 86,357 87,171 0.94
2026-05-28 13F-HR BKU / BankUnited Henshaw Capital LLC 9,953 9,953 0.00
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 44,697 45,107 0.92
2026-05-28 13F-HR FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF Cozad Asset Management Inc 6,064 6,064 0.00
2026-05-28 13F-HR BKU / BankUnited Henshaw Capital LLC 7,971 0 -100.00
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 43,941 43,941 0.00
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 51,966 51,366 -1.15
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 51,919 83,338 60.52
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 83,338 67,711 -18.75
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 44,338 44,697 0.81
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 84,750 85,483 0.86
2026-05-28 13F-HR UMPQ / Umpqua Holdings Henshaw Capital LLC 80,662 81,634 1.21
2026-05-28 13F-HR FBC / Flagstar Bancorp Henshaw Capital LLC 13,030 14,007 7.50
2026-05-28 13F-HR BBT / Beacon Financial Henshaw Capital LLC 9,163 7,029 -23.29
2026-05-28 13F-HR BBT / Beacon Financial Henshaw Capital LLC 10,664 10,458 -1.93
2026-05-28 13F-HR FBC / Flagstar Bancorp Henshaw Capital LLC 13,030
2026-05-28 13F-HR FBC / Flagstar Bancorp Henshaw Capital LLC 13,989 14,976 7.06
2026-05-28 13F-HR BBT / Beacon Financial Henshaw Capital LLC 10,640 10,640 0.00
2026-05-28 13F-HR FBC / Flagstar Bancorp Henshaw Capital LLC 13,030 13,030 0.00
2026-05-28 13F-HR BBT / Beacon Financial Henshaw Capital LLC 10,640
2026-05-28 13F-HR BBT / Beacon Financial Henshaw Capital LLC 7,029 0 -100.00
2026-05-28 13F-HR FBC / Flagstar Bancorp Henshaw Capital LLC 14,007 13,989 -0.13
2026-05-28 13F-HR FBC / Flagstar Bancorp Henshaw Capital LLC 14,976 11,576 -22.70
2026-05-28 13F-HR FBC / Flagstar Bancorp Henshaw Capital LLC 11,576 0 -100.00
2026-05-28 13F-HR BBT / Beacon Financial Henshaw Capital LLC 10,458 9,163 -12.38
2026-05-28 13F-HR BBT / Beacon Financial Henshaw Capital LLC 10,640 10,664 0.23
2026-05-27 13F-HR/A NRIM / Northrim BanCorp Morgan Stanley 162,109 217,657 34.27
2026-05-27 13F-HR/A BRKL / Brookline Bancorp Morgan Stanley 1,166,462 0 -100.00
2026-05-27 13F-HR/A FGBI / First Guaranty Bancshares Morgan Stanley 2,071 1,548 -25.25
2026-05-27 13F-HR/A WSBF / Waterstone Financial Morgan Stanley 185,140 168,006 -9.25
2026-05-27 13F-HR/A BBT / Beacon Financial Morgan Stanley 688,420 1,204,609 74.98
2026-05-27 13F-HR/A RVSB / Riverview Bancorp Morgan Stanley 82,414 91,670 11.23
2026-05-27 13F-HR/A IROQ / IF Bancorp Morgan Stanley 1,016 1,775 74.70
2026-05-27 13F-HR/A IROQ / IF Bancorp Morgan Stanley 1,775 1,774 -0.06
2026-05-27 13F-HR/A LSBK / Lake Shore Bancorp Morgan Stanley 27,098
2026-05-27 13F-HR/A KFFB / Kentucky First Federal Bancorp Morgan Stanley 5,150 3,242 -37.05
2026-05-27 13F-HR/A SIFI / Harbor ETF Trust - Harbor Ares Systematic Multi-Sector Income ETF Morgan Stanley 1
2026-05-27 13F-HR/A BVFL / BV Financial Morgan Stanley 16,308 19,122 17.26
2026-05-27 13F-HR/A FSFG / First Savings Financial Group Morgan Stanley 15,521 17,873 15.15
2026-05-27 13F-HR/A LSBK / Lake Shore Bancorp Morgan Stanley 27,098 27,098 0.00
2026-05-27 13F-HR/A PROV / Provident Financial Holdings Morgan Stanley 1,441 1,006 -30.19
2026-05-27 13F-HR/A CARV / Carver Bancorp Morgan Stanley 1,500 1,500 0.00
2026-05-27 13F-HR/A BVFL / BV Financial Morgan Stanley 19,122 23,456 22.66
2026-05-27 13F-HR/A FNWD / Finward Bancorp Morgan Stanley 9,531 12,810 34.40
2026-05-27 13F-HR/A KFFB / Kentucky First Federal Bancorp Morgan Stanley 5,110 5,150 0.78
2026-05-27 13F-HR/A SPBC / Simplify Exchange Traded Funds - Simplify US Equity PLUS Bitcoin Strategy ETF Morgan Stanley 0 6
2026-05-27 13F-HR/A IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF Morgan Stanley 1,273,333 1,501,549 17.92
2026-05-27 13F-HR/A SPBC / Simplify Exchange Traded Funds - Simplify US Equity PLUS Bitcoin Strategy ETF Morgan Stanley 6 6 0.00
2026-05-27 13F-HR/A PFS / Provident Financial Services Morgan Stanley 1,307,794 1,398,205 6.91
2026-05-27 13F-HR/A PFS / Provident Financial Services Morgan Stanley 1,398,205 1,381,795 -1.17
2026-05-27 13F-HR/A HFBL / Home Federal Bancorp, Inc. of Louisiana Morgan Stanley 0 1
2026-05-27 13F-HR/A PROV / Provident Financial Holdings Morgan Stanley 1,152 1,441 25.09
2026-05-27 13F-HR/A IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF Morgan Stanley 1,254,715 1,273,333 1.48
2026-05-27 13F-HR/A FSFG / First Savings Financial Group Morgan Stanley 17,873 18,437 3.16
2026-05-27 13F-HR/A BBT / Beacon Financial Morgan Stanley 1,204,609 1,565,804 29.98
2026-05-27 13F-HR/A FNWD / Finward Bancorp Morgan Stanley 12,810 13,588 6.07
2026-05-27 13F-HR/A FGBI / First Guaranty Bancshares Morgan Stanley 1,967 2,071 5.29
2026-05-27 13F-HR/A WSBF / Waterstone Financial Morgan Stanley 168,006 178,624 6.32
2026-05-27 13F-HR/A LSBK / Lake Shore Bancorp Morgan Stanley 20,000 0 -100.00
2026-05-27 13F-HR/A CARV / Carver Bancorp Morgan Stanley 1,500 0 -100.00
2026-05-27 13F-HR/A NRIM / Northrim BanCorp Morgan Stanley 46,910 162,109 245.57
2026-05-27 13F-HR/A RVSB / Riverview Bancorp Morgan Stanley 72,049 82,414 14.39
2026-05-27 13F-HR/A EBC / Eastern Bankshares Morgan Stanley 1,272,099 1,788,372 40.58
2026-05-27 13F-HR/A WNEB / Western New England Bancorp Morgan Stanley 99,310 95,533 -3.80
2026-05-27 13F-HR/A FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF Morgan Stanley 2,965,775 2,945,540 -0.68
2026-05-27 13F-HR/A CFSB / CFSB Bancorp Morgan Stanley 14,300 0 -100.00
2026-05-27 13F-HR/A MGYR / Magyar Bancorp Morgan Stanley 9,929 10,216 2.89
2026-05-27 13F-HR/A CFSB / CFSB Bancorp Morgan Stanley 15,300 14,300 -6.54
2026-05-27 13F-HR FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF Security Financial Services, INC. 13,393 13,515 0.91
2026-05-27 13F-HR/A WNEB / Western New England Bancorp Morgan Stanley 95,533 49,442 -48.25
2026-05-27 13F-HR/A EBC / Eastern Bankshares Morgan Stanley 835,906 1,272,099 52.18
2026-05-27 13F-HR/A CLBK / Columbia Financial Morgan Stanley 299,879 282,247 -5.88
2026-05-27 13F-HR/A BYFC / Broadway Financial Morgan Stanley 32 32 0.00
2026-05-27 13F-HR/A CLBK / Columbia Financial Morgan Stanley 319,579 299,879 -6.16
2026-05-27 13F-HR/A FCAP / First Capital Morgan Stanley 9,450 10,561 11.76
2026-05-27 13F-HR/A FMAO / Farmers & Merchants Bancorp Morgan Stanley 19,470 24,844 27.60
2026-05-27 13F-HR/A FCAP / First Capital Morgan Stanley 11,116 9,450 -14.99
2026-05-27 13F-HR/A BFIN / BankFinancial Morgan Stanley 26,922 31,965 18.73
2026-05-27 13F-HR/A BFIN / BankFinancial Morgan Stanley 42,665 26,922 -36.90
2026-05-27 13F-HR/A FMAO / Farmers & Merchants Bancorp Morgan Stanley 21,951 19,470 -11.30
2026-05-27 13F-HR/A PDLB / Ponce Financial Group Morgan Stanley 60,078 50,417 -16.08
2026-05-27 13F-HR/A CZWI / Citizens Community Bancorp Morgan Stanley 20,680 29,116 40.79
2026-05-27 13F-HR/A PDLB / Ponce Financial Group Morgan Stanley 50,417 51,728 2.60
2026-05-27 13F-HR/A NFBK / Northfield Bancorp Morgan Stanley 181,639 140,106 -22.87
2026-05-27 13F-HR/A AX / Axos Financial Morgan Stanley 599,903 474,770 -20.86
2026-05-27 13F-HR/A AX / Axos Financial Morgan Stanley 474,770 563,890 18.77
2026-05-27 13F-HR/A TFSL / TFS Financial Morgan Stanley 450,902 575,819 27.70
2026-05-27 13F-HR/A BYFC / Broadway Financial Morgan Stanley 32 32 0.00
2026-05-27 13F-HR/A SFBC / Sound Financial Bancorp Morgan Stanley 4,461 4,970 11.41
2026-05-27 13F-HR/A CZWI / Citizens Community Bancorp Morgan Stanley 29,116 43,444 49.21
2026-05-27 13F-HR/A TFSL / TFS Financial Morgan Stanley 575,819 710,502 23.39
2026-05-27 13F-HR/A KRNY / Kearny Financial Morgan Stanley 546,886 391,732 -28.37
2026-05-27 13F-HR/A BKU / BankUnited Morgan Stanley 884,976 961,058 8.60
2026-05-27 13F-HR/A BKU / BankUnited Morgan Stanley 961,058 1,005,982 4.67
2026-05-27 13F-HR/A SFBC / Sound Financial Bancorp Morgan Stanley 3,458 4,461 29.01
2026-05-27 13F-HR/A CFFN / Capitol Federal Financial Morgan Stanley 1,743,443 2,016,223 15.65
2026-05-27 13F-HR/A BCBP / BCB Bancorp Morgan Stanley 162,540 182,263 12.13
2026-05-27 13F-HR/A KRNY / Kearny Financial Morgan Stanley 391,732 305,448 -22.03
2026-05-27 13F-HR/A FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF Morgan Stanley 3,059,263 2,965,775 -3.06
2026-05-27 13F-HR/A CFFN / Capitol Federal Financial Morgan Stanley 2,142,785 1,743,443 -18.64
2026-05-27 13F-HR/A NFBK / Northfield Bancorp Morgan Stanley 140,106 175,255 25.09
2026-05-27 13F-HR/A BCBP / BCB Bancorp Morgan Stanley 182,263 171,350 -5.99
2026-05-27 13F-HR/A MGYR / Magyar Bancorp Morgan Stanley 10,216 10,217 0.01
2026-05-27 13F-HR/A HTB / HomeTrust Bancshares Morgan Stanley 85,254 76,398 -10.39
2026-05-27 13F-HR/A HTB / HomeTrust Bancshares Morgan Stanley 76,398 91,161 19.32
2026-05-26 13F-HR CLST / Catalyst Bancorp Summit Financial Wealth Advisors, LLC 18,200 18,200 0.00
2026-05-22 13F-HR/A AX / Axos Financial Summitry Llc 3,015 3,018 0.10
2026-05-22 13F-HR BBT / Beacon Financial Wellington Grp LLC 4
2026-05-22 13F-HR BBT / Beacon Financial Wellington Grp LLC 4 0 -100.00
2026-05-22 13F-HR PFS / Provident Financial Services Wellington Grp LLC 16 0 -100.00
2026-05-22 13F-HR PFS / Provident Financial Services Wellington Grp LLC 16
2026-05-21 13F-HR BBT / Beacon Financial Essential Partners LLC 932 943 1.18
2026-05-21 13F-HR PFS / Provident Financial Services Essential Partners LLC 317 317 0.00
2026-05-21 13F-HR NRIM / Northrim BanCorp Essential Partners LLC 1
2026-05-21 13F-HR WSBF / Waterstone Financial Essential Partners LLC 1,029 943 -8.36
2026-05-21 13F-HR RVSB / Riverview Bancorp Essential Partners LLC 719 495 -31.15
2026-05-21 13F-HR WSBF / Waterstone Financial Essential Partners LLC 838 1,029 22.79
2026-05-21 13F-HR BVFL / BV Financial Essential Partners LLC 115 115 0.00
2026-05-21 13F-HR PFS / Provident Financial Services Essential Partners LLC 201
2026-05-21 13F-HR NRIM / Northrim BanCorp Essential Partners LLC 1 12 1,100.00
2026-05-21 13F-HR NRIM / Northrim BanCorp Essential Partners LLC 10 10 0.00
2026-05-21 13F-HR PFS / Provident Financial Services Essential Partners LLC 317 317 0.00
2026-05-21 13F-HR BVFL / BV Financial Essential Partners LLC 116 115 -0.86
2026-05-21 13F-HR FSFG / First Savings Financial Group Essential Partners LLC 150 0 -100.00
2026-05-21 13F-HR BVFL / BV Financial Essential Partners LLC 116
2026-05-21 13F-HR PFS / Provident Financial Services Essential Partners LLC 201 317 57.71
2026-05-21 13F-HR RVSB / Riverview Bancorp Essential Partners LLC 889
2026-05-21 13F-HR RVSB / Riverview Bancorp Essential Partners LLC 889 719 -19.12
2026-05-21 13F-HR FNWD / Finward Bancorp Essential Partners LLC 260 260 0.00
2026-05-21 13F-HR WSBF / Waterstone Financial Essential Partners LLC 290
2026-05-21 13F-HR FNWD / Finward Bancorp Essential Partners LLC 250
2026-05-21 13F-HR WSBF / Waterstone Financial Essential Partners LLC 290 838 188.97
2026-05-21 13F-HR NRIM / Northrim BanCorp Essential Partners LLC 12 10 -16.67
2026-05-21 13F-HR FNWD / Finward Bancorp Essential Partners LLC 250 260 4.00
2026-05-21 13F-HR FSFG / First Savings Financial Group Essential Partners LLC 139
2026-05-21 13F-HR BRKL / Brookline Bancorp Essential Partners LLC 204
2026-05-21 13F-HR BRKL / Brookline Bancorp Essential Partners LLC 204 0 -100.00
2026-05-21 13F-HR FSFG / First Savings Financial Group Essential Partners LLC 139 150 7.91
2026-05-21 13F-HR BBT / Beacon Financial Essential Partners LLC 666 1,544 131.83
2026-05-21 13F-HR BBT / Beacon Financial Essential Partners LLC 666
2026-05-21 13F-HR BBT / Beacon Financial Essential Partners LLC 1,544 932 -39.64
2026-05-21 13F-HR BFIN / BankFinancial Essential Partners LLC 124
2026-05-21 13F-HR KRNY / Kearny Financial Essential Partners LLC 1,270
2026-05-21 13F-HR KRNY / Kearny Financial Essential Partners LLC 3,942 4,418 12.08
2026-05-21 13F-HR PDLB / Ponce Financial Group Essential Partners LLC 4
2026-05-21 13F-HR CLBK / Columbia Financial Essential Partners LLC 311 162 -47.91
2026-05-21 13F-HR KRNY / Kearny Financial Essential Partners LLC 4,418 3,824 -13.44
2026-05-21 13F-HR CZWI / Citizens Community Bancorp Essential Partners LLC 149 151 1.34
2026-05-21 13F-HR KRNY / Kearny Financial Essential Partners LLC 1,270 3,942 210.39
2026-05-21 13F-HR HTB / HomeTrust Bancshares Essential Partners LLC 46 186 304.35
2026-05-21 13F-HR WNEB / Western New England Bancorp Essential Partners LLC 17
2026-05-21 13F-HR HTB / HomeTrust Bancshares Essential Partners LLC 185 79 -57.30
2026-05-21 13F-HR EBC / Eastern Bankshares Essential Partners LLC 636 636 0.00
2026-05-21 13F-HR HTB / HomeTrust Bancshares Essential Partners LLC 186 185 -0.54
2026-05-21 13F-HR CZWI / Citizens Community Bancorp Essential Partners LLC 162 149 -8.02
2026-05-21 13F-HR CLBK / Columbia Financial Essential Partners LLC 32
2026-05-21 13F-HR HTB / HomeTrust Bancshares Essential Partners LLC 46
2026-05-21 13F-HR CLBK / Columbia Financial Essential Partners LLC 306 311 1.63
2026-05-21 13F-HR CLBK / Columbia Financial Essential Partners LLC 32 306 856.25
2026-05-21 13F-HR EBC / Eastern Bankshares Essential Partners LLC 636
2026-05-21 13F-HR PDLB / Ponce Financial Group Essential Partners LLC 4 95 2,275.00
2026-05-21 13F-HR PDLB / Ponce Financial Group Essential Partners LLC 40 40 0.00
2026-05-21 13F-HR BFIN / BankFinancial Essential Partners LLC 155 0 -100.00
2026-05-21 13F-HR PDLB / Ponce Financial Group Essential Partners LLC 95 40 -57.89
2026-05-21 13F-HR BFIN / BankFinancial Essential Partners LLC 124 155 25.00
2026-05-21 13F-HR CZWI / Citizens Community Bancorp Essential Partners LLC 162
2026-05-21 13F-HR WNEB / Western New England Bancorp Essential Partners LLC 28 28 0.00
2026-05-21 13F-HR FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF Verus Capital Partners, Llc 31,136 30,702 -1.39
2026-05-21 13F-HR FMAO / Farmers & Merchants Bancorp Essential Partners LLC 116
2026-05-21 13F-HR FMAO / Farmers & Merchants Bancorp Essential Partners LLC 43 24 -44.19
2026-05-21 13F-HR FMAO / Farmers & Merchants Bancorp Essential Partners LLC 116 43 -62.93
2026-05-21 13F-HR AX / Axos Financial Essential Partners LLC 967
2026-05-21 13F-HR AX / Axos Financial Argent Capital Management Llc 45,757 93,929 105.28
2026-05-21 13F-HR AX / Axos Financial Essential Partners LLC 987 975 -1.22
2026-05-21 13F-HR FCAP / First Capital Essential Partners LLC 46 41 -10.87
2026-05-21 13F-HR AX / Axos Financial Essential Partners LLC 967 987 2.07
2026-05-21 13F-HR AX / Axos Financial Essential Partners LLC 975 975 0.00
2026-05-21 13F-HR FCAP / First Capital Essential Partners LLC 46
2026-05-21 13F-HR BCBP / BCB Bancorp Essential Partners LLC 925 1,102 19.14
2026-05-21 13F-HR BCBP / BCB Bancorp Essential Partners LLC 97
2026-05-21 13F-HR BCBP / BCB Bancorp Essential Partners LLC 1,102 579 -47.46
2026-05-21 13F-HR TFSL / TFS Financial Essential Partners LLC 16
2026-05-21 13F-HR TFSL / TFS Financial Essential Partners LLC 16 12 -25.00
2026-05-21 13F-HR BKU / BankUnited Essential Partners LLC 781 781 0.00
2026-05-21 13F-HR BKU / BankUnited Essential Partners LLC 569 781 37.26
2026-05-21 13F-HR FCAP / First Capital Essential Partners LLC 41 40 -2.44
2026-05-21 13F-HR CFFN / Capitol Federal Financial Essential Partners LLC 10,255 11,208 9.29
2026-05-21 13F-HR CFFN / Capitol Federal Financial Essential Partners LLC 11,208 11,213 0.04
2026-05-21 13F-HR CFFN / Capitol Federal Financial Essential Partners LLC 5,150 10,255 99.13
2026-05-21 13F-HR CFFN / Capitol Federal Financial Essential Partners LLC 5,150
2026-05-21 13F-HR BKU / BankUnited Essential Partners LLC 233
2026-05-21 13F-HR NFBK / Northfield Bancorp Essential Partners LLC 1,506 574 -61.89
2026-05-21 13F-HR WNEB / Western New England Bancorp Essential Partners LLC 17 28 64.71
2026-05-21 13F-HR NFBK / Northfield Bancorp Essential Partners LLC 115 1,506 1,209.57
2026-05-21 13F-HR BKU / BankUnited Essential Partners LLC 233 569 144.21
2026-05-21 13F-HR NFBK / Northfield Bancorp Essential Partners LLC 115
2026-05-21 13F-HR BCBP / BCB Bancorp Essential Partners LLC 97 925 853.61