FFWM / First Foundation Inc. - Kepemilikan Institusional - Pembeli

First Foundation Inc.
US ˙ NYSE ˙ US32026V1044

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di First Foundation Inc. meliputi Private Management Group Inc, Oppenheimer & Close, LLC, J.Safra Asset Management Corp, SRS Capital Advisors, Inc., Avion Wealth, DecisionPoint Financial, LLC, True Wealth Design, LLC, Twin Peaks Wealth Advisors, LLC, dan Evolution Wealth Management 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
(%)
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 273,312 15.52 1,372 12.64
2025-08-05 13F Bank of New York Mellon Corp 189,461 4.85 966 3.09
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 37,760 71.09 193 68.42
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 5 0
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 155,898 0.01 783 -2.49
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 110,669 7.88 571 9.39
2025-08-12 13F Dimensional Fund Advisors Lp 2,710,776 15.56 13,826 13.58
2025-07-31 13F/A Avion Wealth 107 0
2025-08-14 13F Fourthstone LLC 670,016 58.63 3,417 55.89
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 297 5.69 1 0.00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,573 15.92 8 14.29
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 417,546 0.48 2,155 1.84
2025-08-13 13F Mirabella Financial Services Llp 903,630 51.17 4,609 48.55
2025-07-24 13F IFP Advisors, Inc 0 0
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 81,806 2.57 417 0.97
2025-04-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 4,100 282.82 21 150.00
2025-08-12 13F Charles Schwab Investment Management Inc 604,154 9.24 3,081 7.35
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 9,867 8.02 50 6.38
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 140,504 14.60 725 16.19
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 7,823 78.89 40 77.27
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 1,498 32.57 8 40.00
2025-08-07 13F Kestra Private Wealth Services, Llc 19,966 0.67 102 -0.98
2025-08-08 13F Creative Planning 78,778 162.38 402 158.71
2025-08-14 13F Invenomic Capital Management LP 1,190,200 30.94 6,070 28.68
2025-08-12 13F Private Management Group Inc 109,845 560
2025-06-26 NP FLKSX - Fidelity Low-Priced Stock K6 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 3,084 2.63 15 0.00
2025-07-28 13F J.Safra Asset Management Corp 1,958 10
2025-08-26 NP Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 2,982 4.48 15 7.14
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 13,263 13.30 68 11.67
2025-07-28 NP HDG - ProShares Hedge Replication ETF 84 12.00 0
2025-08-14 13F Cubist Systematic Strategies, LLC 232,933 1,188
2025-08-13 13F Quantbot Technologies LP 58,055 4.86 296 3.14
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 528,761 39.41 2,654 35.89
2025-06-27 NP RSSL - Global X Russell 2000 ETF 37,980 5.44 191 2.70
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 780,769 15.97 3,982 13.94
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1,130 14,025.00 6
2025-08-14 13F FJ Capital Management LLC 1,478,574 964.20 7,541 945.77
2025-08-12 13F Trexquant Investment LP 95,839 489
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 23,334 24.10 119 22.68
2025-08-14 13F Verition Fund Management LLC 79,550 37.61 406 35.00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability 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 18,604 28.27 93 25.68
2025-08-08 13F/A Sterling Capital Management LLC 1,714 114.25 9 100.00
2025-08-15 NP RYOTX - Royce Micro-Cap Fund Investment Class 143,519 17.23 732 15.12
2025-08-22 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 68,624 40.60 350 37.94
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 220,671 60.37 1,108 56.36
2025-08-14 13F/A Barclays Plc 157,007 34.38 1
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 12,585 19.38 63 16.67
2025-08-12 13F Aigen Investment Management, Lp 20,683 105
2025-08-08 13F Pnc Financial Services Group, Inc. 2,190 26.59 11 37.50
2025-09-04 13F/A Advisor Group Holdings, Inc. 910 3.06 5 0.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 9,739 29.15 50 25.64
2025-07-29 NP VFVA - Vanguard U.S. Value Factor 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 84,476 68.64 436 71.26
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 109,490 558
2025-07-11 13F Farther Finance Advisors, LLC 5,353 4.18 27 3.85
2025-08-08 13F Geode Capital Management, Llc 1,648,635 0.49 8,410 -1.26
2025-08-14 13F Goldman Sachs Group Inc 823,965 33.27 4,202 30.99
2025-08-14 13F Crawford Fund Management, LLC Put 52,000 265
2025-07-28 NP VCSLX - Small Cap Index Fund 27,043 11.30 140 13.01
2025-07-24 13F Us Bancorp \de\ 635 4.79 3 0.00
2025-08-14 13F RMB Capital Management, LLC 400,968 0.24 2,045 -1.54
2025-08-14 13F DecisionPoint Financial, LLC 40 0
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio 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 22,450 2.28 114 0.88
2025-08-14 13F/A Skopos Labs, Inc. 727 139.93 4 200.00
2025-07-31 13F Caitong International Asset Management Co., Ltd 1,179 461.43 6 500.00
2025-07-25 13F Cwm, Llc 7,740 6.39 0
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 648,346 3.26 3,255 0.65
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 22,947 44.45 117 42.68
2025-08-12 13F Inceptionr Llc 14,505 74
2025-08-14 13F Bank Of America Corp /de/ 249,727 30.66 1,274 28.46
2025-08-15 NP RCMCX - Royce Capital Fund - Micro-Cap Portfolio Investment Class 63,020 17.96 321 15.88
2025-08-06 13F True Wealth Design, LLC 17 0
2025-05-05 13F Lindbrook Capital, Llc 1,777 560.59 9 800.00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 29,980 7.83 153 5.56
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 324 0.93 2 0.00
2025-08-13 13F Cerity Partners LLC 24,837 0.14 127 -1.56
2025-08-28 NP IWN - iShares Russell 2000 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 553,741 29.36 2,824 27.15
2025-08-14 13F State Street Corp 2,130,966 6.07 10,868 4.23
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 201,788 5.02 1,013 2.33
2025-08-14 13F Susquehanna International Group, Llp Put 17,300 88
2025-08-14 13F UBS Group AG 716,745 481.76 3,655 471.99
2025-08-14 13F Susquehanna International Group, Llp Call 25,900 132
2025-08-15 13F Morgan Stanley 794,491 4.67 4,052 2.84
2025-08-14 13F Two Sigma Advisers, Lp 70,900 379.05 362 375.00
2025-08-12 13F Oppenheimer & Close, LLC 44,387 226
2025-08-07 13F Allworth Financial LP 4,453 0.18 23 0.00
2025-07-29 13F FLC Capital Advisors 148,171 5.23 756 3.42
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 7,800 34.48 40 30.00
2025-08-15 NP Royce Micro-cap Trust, Inc /md/ 283,465 21.23 1,446 19.13
2025-08-11 13F Royce & Associates Lp 1,526,047 5.03 7,783 3.21
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 4,196 15.40 21 16.67
2025-08-12 13F Prudential Financial Inc 287,612 23.63 1,467 21.46
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 29,085 42.73 148 40.95
2025-08-14 13F Voya Investment Management Llc 18,498 11.04 94 9.30
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 5,759 8.35 29 7.41
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 60,510 41.31 309 38.74
2025-08-14 13F Point72 (DIFC) Ltd 6,255 32
2025-07-08 13F Parallel Advisors, LLC 960 122.22 5 100.00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 784 60.00 4 50.00
2025-08-14 13F State Of Wisconsin Investment Board 94,128 480
2025-08-14 13F Rafferty Asset Management, LLC 106,587 26.36 544 24.26
2025-08-12 13F MAI Capital Management 169 1
2025-08-15 NP ROFCX - Royce Opportunity Fund Consultant Class 550,202 1.80 2,806 0.04
2025-08-12 13F Rhumbline Advisers 94,461 1.56 482 -0.21
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 321,599 10.86 1,659 12.40
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 848 1.56 4 0.00
2025-08-12 13F Jpmorgan Chase & Co 58,187 20.58 297 18.40
2025-03-25 NP QASGX - Federated MDT Small Cap Growth Fund Class A Shares This fund is a listed as child fund of Federated Hermes, 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 196,497 390.65 1,012 275.84
2025-08-05 13F Versor Investments LP 47,800 244
2025-08-14 13F Quantinno Capital Management LP 43,276 148.97 221 144.44
2025-08-14 13F Aquatic Capital Management LLC 82,770 422
2025-08-14 13F Bnp Paribas Arbitrage, Sa 85,550 256.50 436 251.61
2025-08-13 13F Renaissance Technologies Llc 246,114 1,255
2025-08-13 13F EverSource Wealth Advisors, LLC 817 224.21 4 300.00
2025-08-11 13F Citigroup Inc 100,505 14.40 513 12.53
2025-08-14 13F Smartleaf Asset Management LLC 1,730 5.75 9 12.50
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market 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 34,984 12.57 178 10.56
2025-08-12 13F Virtu Financial LLC 10,669 0
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 450,358 50.87 2,261 47.04
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 7,227 2.53 36 0.00
2025-08-13 13F MetLife Investment Management, LLC 38,162 13.62 195 11.49
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 89 1.14 0
2025-07-14 13F GAMMA Investing LLC 1,386 42.74 7 40.00
2025-08-14 13F North Reef Capital Management LP 7,615,000 35.76 38,836 33.41
2025-08-26 NP Profunds - Profund Vp Small-cap 145 1.40 1
2025-08-27 NP RMBKX - RMB Mendon Financial Services Fund Class A 400,000 26.78 2,040 24.62
2025-08-14 13F Royal Bank Of Canada 205,155 4,156.33 1,047 4,088.00
2025-08-14 13F Maltese Capital Management Llc 2,211,200 31.62 11,277 29.34
2025-08-08 13F SG Americas Securities, LLC 58,460 29.14 0
2025-08-14 13F Punch & Associates Investment Management, Inc. 27,960 77.07 143 75.31
2025-07-16 13F Signaturefd, Llc 2,653 40.44 14 44.44
2025-08-14 13F Manufacturers Life Insurance Company, The 23,952 3.11 122 1.67
2025-08-12 13F SRS Capital Advisors, Inc. 440 2
2025-08-14 13F Price T Rowe Associates Inc /md/ 29,834 9.77 0
2025-07-17 13F SummerHaven Investment Management, LLC 152,141 1.88 776 0.00
2025-08-14 13F Hrt Financial Lp 135,398 1
2025-08-14 13F Balyasny Asset Management Llc 56,254 287
2025-08-14 13F Two Sigma Investments, Lp 108,853 555
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 2,122 3.61 11 0.00
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 30,577 15.49 153 12.50
2025-08-29 13F Evolution Wealth Management Inc. 4 0
2025-06-26 NP FSSLX - Fidelity Series Small Cap Core Fund 566,510 13.78 2,844 10.88
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 1,794,732 11.89 9,153 9.96
2025-05-27 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 11,247 1.98 58 -14.71
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 17 13.33 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 3,987 0.76 20 0.00
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 13,629 15.60 70 13.11
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 149 12.88 1
2025-07-15 13F Fortitude Family Office, LLC 269 49.44 1
Other Listings
DE:8F1 € 5.10
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