BSRR / Sierra Bancorp - Kepemilikan Institusional - Pembeli

Sierra Bancorp
US ˙ NasdaqGS ˙ US82620P1021

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Sierra Bancorp meliputi CSM Advisors, LLC, CI Private Wealth, LLC, Raymond James Financial Inc, PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I, EBI - Longview Advantage ETF, dan Parkside Financial Bank & Trust .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-28 NP VCSLX - Small Cap Index Fund 5,532 11.29 151 -0.66
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 37,450 21.87 1,112 29.79
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 3,310 243.72 88 200.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 10,346 11.30 307 18.53
2025-07-29 NP EBI - Longview Advantage ETF 41 1
2025-08-14 13F Mariner, LLC 14,009 5.11 416 11.86
2025-08-27 NP VEXMX - Vanguard Extended 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 181,549 4.22 5,390 11.00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 54 5.88 1 0.00
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 927 23.11 25 8.70
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 430,746 2.59 12,789 9.24
2025-08-13 13F First Trust Advisors Lp 47,970 1.22 1,424 7.80
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 1,223 56.19 36 71.43
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 7,889 74.96 234 87.20
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 25,143 12.17 688 0.00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,479 2.57 39 -9.30
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 89,346 2.46 2,364 -10.05
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 2,639 10.19 78 18.18
2025-08-14 13F Voya Investment Management Llc 15,567 10.08 462 17.26
2025-08-11 13F Vanguard Group Inc 710,636 3.03 21,099 9.71
2025-08-15 13F Tower Research Capital LLC (TRC) 2,266 57.69 67 67.50
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 2,460 15.44 65 1.56
2025-08-14 13F Aqr Capital Management Llc 27,383 13.75 813 21.01
2025-08-05 13F Bank of New York Mellon Corp 107,491 0.75 3,191 7.30
2025-07-25 13F Cwm, Llc 5,178 5.24 0
2025-08-14 13F Ameriprise Financial Inc 238,620 16.08 7,085 23.61
2025-08-14 13F Fourthstone LLC 25,522 758
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 35,458 3.81 970 -7.53
2025-08-14 13F Bridgeway Capital Management Inc 129,720 1.94 3,851 8.57
2025-08-12 13F Proequities, Inc. Put 0 0
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 1,182 5.35 35 12.90
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 12,994 13.73 386 21.07
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2,125 6.46 63 14.55
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Invesco Ltd. 9,852 13.57 293 21.16
2025-09-04 13F/A Advisor Group Holdings, Inc. 2,681 3.79 80 9.72
2025-05-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index 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 24,350 27.37 679 22.83
2025-08-12 13F Charles Schwab Investment Management Inc 37,395 0.88 1,110 7.45
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 13,678 1.56 374 -9.44
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 9,900 2.01 294 8.52
2025-08-14 13F Bank Of America Corp /de/ 64,365 371.50 1,911 402.63
2025-08-14 13F Alliancebernstein L.p. 16,056 21.49 477 29.35
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 5,071 56.51 151 66.67
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 4,125 12.67 122 19.61
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 17,574 6.45 481 -5.13
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 1,541 56.29 46 66.67
2025-08-26 NP FDM - First Trust Dow Jones Select MicroCap 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 39,089 1.09 1,161 7.61
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 38,246 12.25 1,012 -1.46
2025-08-13 13F Arrowstreet Capital, Limited Partnership 60,262 2.98 1,789 9.69
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1,643 25.61 45 10.00
2025-08-12 13F Segall Bryant & Hamill, Llc 66,131 367.36 1,963 398.22
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 5,016 0.74 149 7.25
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1,104 173.27 29 141.67
2025-06-26 NP DFQTX - U.s. Core Equity 2 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 28,710 7.42 760 -5.71
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 32,262 3.36 854 -9.26
2025-08-12 13F American Century Companies Inc 181,923 35.31 5,401 44.10
2025-08-15 13F CI Private Wealth, LLC 10,776 320
2025-08-14 13F Two Sigma Investments, Lp 22,356 18.51 664 26.29
2025-08-04 13F Strs Ohio 10,900 7.92 324 14.95
2025-08-07 13F Parkside Financial Bank & Trust 20 1
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 131,449 1.31 3,478 -11.05
2025-07-28 NP HDG - ProShares Hedge Replication ETF 17 13.33 0
2025-08-15 13F Morgan Stanley 140,861 5.96 4,182 12.84
2025-08-14 13F/A Barclays Plc 22,718 46.68 1
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 2,052 243.72 54 217.65
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 1,858 242.80 49 206.25
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2,879 12.15 85 19.72
2025-08-14 13F Millennium Management Llc 29,421 100.70 874 113.97
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value 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 127,675 29.13 3,494 15.05
2025-08-11 13F Empowered Funds, LLC 76,720 3.33 2,278 10.00
2025-08-13 13F Panagora Asset Management Inc 48,056 9.34 1,427 16.41
2025-08-26 13F/A Thrivent Financial For Lutherans 24,869 157.34 1
2025-08-14 13F Lazard Asset Management Llc 12,777 13.39 0
2025-08-13 13F Federated Hermes, Inc. 12,826 5.47 381 12.09
2025-08-12 13F Private Management Group Inc 586,402 1.32 17,410 7.90
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 656 7.36 18 -5.56
2025-08-14 13F Two Sigma Advisers, Lp 14,300 21.19 425 29.27
2025-08-14 13F Raymond James Financial Inc 891 26
2025-08-08 13F/A Sterling Capital Management LLC 349 55.11 10 66.67
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 2,224 243.74 59 205.26
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 65,766 10.97 1,800 -1.10
2025-07-15 13F Bfsg, Llc 4,675 1.41 139 7.81
2025-08-13 13F EverSource Wealth Advisors, LLC 88 417.65 3
2025-08-12 13F Rhumbline Advisers 19,859 2.73 590 9.48
2025-08-15 13F Great West Life Assurance Co /can/ 1,027 19.00 0
2025-08-14 13F Quantinno Capital Management LP 11,359 34.19 337 42.80
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 4,839 56.05 144 66.28
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 422 72.24 13 100.00
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 326 243.16 9 300.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 4,610 32.09 137 40.21
2025-06-27 NP RSSL - Global X Russell 2000 ETF 7,818 5.00 207 -8.04
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 2,651 12.57 79 20.00
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 37,804 4.89 1,122 11.75
2025-08-14 13F Jacobs Levy Equity Management, Inc 17,391 13.46 516 20.84
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,254 19.09 37 27.59
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 719 21
2025-08-13 13F Fisher Asset Management, LLC 40,598 31.81 1,205 40.44
2025-08-07 13F Allworth Financial LP 42 1
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2,782 6.39 83 13.89
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 7,722 0.61 211 -10.21
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid 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 2,156 57
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 1,787 56.07 53 70.97
2025-08-28 NP SEIS - SEI Select Small Cap ETF 9,469 11.56 281 19.07
2025-07-21 13F Ameritas Advisory Services, LLC 2,393 71
2025-08-07 13F CSM Advisors, LLC 170,270 5
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class 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 8,216 136.43 225 111.32
2025-08-12 13F XTX Topco Ltd 7,938 236
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 3,451 70.67 102 82.14
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 76,720 3.33 2,278 10.00
2025-08-14 13F Wells Fargo & Company/mn 8,931 2.87 265 9.50
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 8,819 2.08 262 8.75
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 305 30.34 9 50.00
2025-07-24 13F IFP Advisors, Inc 286 59.78 9 125.00
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 23,555 3.98 645 -7.34
2025-08-12 13F Brandywine Global Investment Management, LLC 8,192 243
2025-08-11 13F Martingale Asset Management L P 46,741 0.45 1,388 6.94
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