ESQ / Esquire Financial Holdings, Inc. - Kepemilikan Institusional - Pembeli

Esquire Financial Holdings, Inc.
US ˙ NasdaqCM ˙ US29667J1016

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Esquire Financial Holdings, Inc. meliputi Envestnet Asset Management Inc, Royce Micro-cap Trust, Inc /md/, Stifel Financial Corp, Polen Capital Management Llc, CenterBook Partners LP, RYOTX - Royce Micro-Cap Fund Investment Class, Sei Investments Co, DPST - Direxion Daily Regional Banks Bull 3X Shares, Principal Financial Group Inc, Verition Fund Management LLC, PSC - Principal U.S. Small-Cap Multi-Factor Index ETF, BFOR - Barron's 400 ETF, RCMCX - Royce Capital Fund - Micro-Cap Portfolio Investment Class, FSGS - Small Cap US Equity Select ETF, Avantax Advisory Services, Inc., Brevan Howard Capital Management LP, Mackenzie Financial Corp, Next Level Private LLC, Longboard Asset Management, LP, dan Bessemer Group Inc .

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
(%)
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock 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 16,987 5.18 1,541 23.78
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 196 50.77 19 100.00
2025-08-15 13F Morgan Stanley 43,581 5.68 4,125 32.72
2025-07-21 13F Copeland Capital Management, LLC 244,861 40,107.06 23,179 51,406.67
2025-08-13 13F Options Solutions, Llc 11,692 24.86 1,107 56.88
2025-08-14 13F Stifel Financial Corp 16,231 1,536
2025-08-15 NP RYTRX - Royce Total Return Fund Investment Class 59,376 127.31 5,621 185.42
2025-07-24 13F Us Bancorp \de\ 46 48.39 4 100.00
2025-08-14 13F Sei Investments Co 9,085 860
2025-08-13 13F MetLife Investment Management, LLC 4,529 12.24 429 40.79
2025-08-15 NP RCMCX - Royce Capital Fund - Micro-Cap Portfolio Investment Class 4,072 385
2025-08-26 NP FSGS - Small Cap US Equity Select ETF 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 3,306 313
2025-08-12 13F Rhumbline Advisers 11,937 2.83 1,130 29.03
2025-08-15 NP Royce Micro-cap Trust, Inc /md/ 18,015 1,705
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 21,510 6.29 2,036 33.51
2025-08-14 13F Aquatic Capital Management LLC 3,423 30.85 324 64.47
2025-08-13 13F Northern Trust Corp 89,258 40.25 8,449 76.13
2025-08-15 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 23,200 56.27 2,196 96.25
2025-08-14 13F Brevan Howard Capital Management LP 2,720 257
2025-05-05 13F Lindbrook Capital, Llc 3 0
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 105,354 13.57 9,973 42.62
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 64,208 19.40 6,078 49.94
2025-08-08 13F Creative Planning 4,676 54.17 443 93.86
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 7,946 752
2025-05-28 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 644 136.76 49 128.57
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 1,299 7.27 108 -0.93
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 35,616 0.72 3,232 18.53
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 12,713 28.21 958 21.57
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 5,400 8.09 511 35.90
2025-05-23 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 269 52.84 20 53.85
2025-08-14 13F Goldman Sachs Group Inc 40,469 23.19 3,831 54.68
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 29 7.41 2 0.00
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 4,399 1.95 416 28.00
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 12,525 9.15 1,137 28.51
2025-08-13 13F First Trust Advisors Lp 31,270 23.85 2,960 55.54
2025-08-04 13F Assetmark, Inc 30 3
2025-08-14 13F/A Barclays Plc 16,909 35.42 2
2025-08-07 13F Parkside Financial Bank & Trust 87 1,640.00 8
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1,436 8.71 136 36.36
2025-08-14 13F Point72 Asset Management, L.P. 8,652 255.46 819 347.54
2025-08-14 13F Verition Fund Management LLC 8,060 763
2025-07-28 NP HDG - ProShares Hedge Replication ETF 9 12.50 1
2025-08-06 13F Atlantic Union Bankshares Corp 2,004 190
2025-08-14 13F Raymond James Financial Inc 7,539 43.85 714 80.51
2025-08-15 13F Binnacle Investments Inc 88 8
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1,092 8.01 103 35.53
2025-08-18 13F Geneos Wealth Management Inc. 31 3
2025-08-14 13F/A Skopos Labs, Inc. 200 19
2025-07-16 13F Signaturefd, Llc 20 2
2025-08-13 13F EverSource Wealth Advisors, LLC 107 791.67 10
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 62 1,450.00 5
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 9,191 8.46 834 27.57
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 1,551 29.90 147 62.22
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 445 42
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 15,920 12.10 1,445 31.87
2025-08-27 13F/A Squarepoint Ops LLC 25,712 99.16 2,434 150.05
2025-08-11 13F CBIZ Investment Advisory Services, LLC 133 13
2025-07-08 13F Next Level Private LLC 2,500 237
2025-08-01 13F Bessemer Group Inc 2,335 0
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 163,400 7.95 14,827 27.01
2025-07-29 NP VFMF - Vanguard U.S. Multifactor ETF ETF 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 1,504 136
2025-08-12 13F Franklin Resources Inc 6,614 22.96 626 54.57
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 2,886 20.65 273 51.67
2025-04-29 NP SVYAX - SIIT U.S. Managed Volatility Fund - Class A 1,296 75.14 100 200.00
2025-08-14 13F Manufacturers Life Insurance Company, The 2,666 252
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 71,250 1.89 5,908 -5.46
2025-07-10 13F Longboard Asset Management, LP 2,458 233
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 833 79
2025-08-13 13F Mackenzie Financial Corp 2,523 239
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 20,334 3.33 1,686 -4.10
2025-08-12 13F Proequities, Inc. 0 0
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,001 91
2025-08-08 13F Cetera Investment Advisers 10,270 1.95 972 28.06
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 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 922 12.71 87 42.62
2025-08-13 13F Russell Investments Group, Ltd. 49,407 16.09 4,677 45.76
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 53 4
2025-07-14 13F UMA Financial Services, Inc. 8 1
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 803 2.55 67 -4.35
2025-07-14 13F GAMMA Investing LLC 69 6.15 7 50.00
2025-08-26 NP EHLS - Even Herd Long Short ETF 2,189 207
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 2,013 167
2025-08-12 13F Jpmorgan Chase & Co 5,684 9.62 538 37.95
2025-08-05 13F Bank of New York Mellon Corp 47,017 17.14 4,451 47.11
2025-08-12 13F SRS Capital Advisors, Inc. 57 5
2025-09-04 13F/A Advisor Group Holdings, Inc. 171 16
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 4,840 28.25 458 61.27
2025-06-27 NP DPST - Direxion Daily Regional Banks Bull 3X Shares 8,940 741
2025-08-15 NP RYOTX - Royce Micro-Cap Fund Investment Class 9,178 869
2025-07-24 13F IFP Advisors, Inc 0 10
2025-08-14 13F Jane Street Group, Llc 6,858 649
2025-08-14 13F Royal Bank Of Canada 89,140 9.93 8,437 38.02
2025-07-09 13F Massmutual Trust Co Fsb/adv 64 1,180.00 6
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 9,805 7.10 890 25.92
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 3,288 0.09 311 25.91
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 161 21.97 15 66.67
2025-08-15 NP Royce Value Trust Inc 23,187 56.27 2,195 96.24
2025-08-11 13F WPG Advisers, LLC 6 1
2025-08-15 13F CI Private Wealth, LLC 16,038 70.45 1,530 115.66
2025-08-01 13F Envestnet Asset Management Inc 25,759 2,438
2025-08-08 13F Larson Financial Group LLC 3 0
2025-08-14 13F Price T Rowe Associates Inc /md/ 3,566 16.19 0
2025-07-28 NP VCSLX - Small Cap Index Fund 3,002 11.31 272 31.40
2025-08-13 13F Polen Capital Management Llc 11,692 1,107
2025-07-31 13F Quest Partners LLC 1,554 3.39 147 30.09
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 1 0
2025-08-11 13F Royce & Associates Lp 143,559 133.20 13,589 192.87
2025-08-11 13F Principal Securities, Inc. 38 4
2025-08-12 13F Deutsche Bank Ag\ 4,054 0.15 384 25.57
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 1,178 26.80 112 58.57
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 1,406 4.07 133 31.68
2025-08-14 13F Ubs Asset Management Americas Inc 10,963 199.13 1,038 275.72
2025-08-14 13F Bnp Paribas Arbitrage, Sa 4,128 33.59 391 68.10
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 16,127 1.89 1,527 27.91
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 1,336 15.77 111 6.80
2025-08-14 13F Toroso Investments, LLC 2,189 207
2025-08-08 13F Principal Financial Group Inc 8,454 800
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 425 88.89 35 75.00
2025-05-28 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 803 74.95 61 66.67
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 5 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 8,644 3.71 818 30.25
2025-08-14 13F Comerica Bank 858 81
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 548 5.18 52 30.77
2025-08-19 13F Newbridge Financial Services Group, Inc. 110 10
2025-05-27 NP FISVX - Fidelity Small Cap Value 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 1,053 4.88 79 0.00
2025-07-07 13F Retirement Wealth Solutions LLC 48 5
2025-08-14 13F Voya Investment Management Llc 2,153 204
2025-08-12 13F American Century Companies Inc 224,198 6.77 21,223 34.07
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 350 2.04 33 32.00
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 645 11.02 61 41.86
2025-08-11 13F Alps Advisors Inc 5,102 1.23 483 27.18
2025-08-11 13F Vanguard Group Inc 430,441 6.89 40,746 34.23
2025-06-27 NP RSSL - Global X Russell 2000 ETF 4,280 6.31 355 -1.39
2025-08-15 13F Tower Research Capital LLC (TRC) 810 352.51 77 484.62
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 17,547 2.04 1,455 -5.34
2025-08-06 13F First Horizon Advisors, Inc. 208 20
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 1,514 18.10 143 48.96
2025-08-08 13F Geode Capital Management, Llc 199,925 3.99 18,927 30.58
2025-08-14 13F PMC FIG Opportunities LLC 4,919 0.65 466 26.36
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 989 21.95 90 43.55
2025-07-18 13F USA Financial Portformulas Corp 1,338 99.70 127 152.00
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 35,584 10.05 3,229 29.48
2025-08-12 13F Dimensional Fund Advisors Lp 193,220 2.32 18,291 28.50
2025-08-08 13F Avantax Advisory Services, Inc. 2,863 271
2025-08-12 13F Legal & General Group Plc 6,693 42.19 634 78.81
2025-08-12 13F CenterBook Partners LP 9,936 941
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 5,300 1.92 502 28.13
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 6,922 19.41 628 40.49
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 1,503 12.84 125 4.20
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 12,480 5.43 1,132 24.12
2025-08-12 13F Charles Schwab Investment Management Inc 21,649 5.82 2,049 32.88
2025-07-30 NP BFOR - Barron's 400 ETF 5,102 463
2025-08-13 13F Jones Financial Companies Lllp 9 1
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1,102 5.66 104 33.33
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