MYFW / First Western Financial, Inc. - Kepemilikan Institusional - Pembeli

First Western Financial, Inc.
US ˙ NasdaqGS ˙ US33751L1052

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di First Western Financial, Inc. meliputi Marshall Wace, Llp, Colorado Capital Management, Inc., Los Angeles Capital Management Llc, Arrowstreet Capital, Limited Partnership, Cubist Systematic Strategies, LLC, Jane Street Group, Llc, AUERX - Auer Growth Fund, Quadrature Capital Ltd, Trexquant Investment LP, SLPAX - Siit Small Cap Fund - Class A, SECAX - SIIT Small Cap II Fund - Class A, SLLAX - SIMT Small Cap Fund Class F, DTSGX - Small Company Growth Portfolio Investment Class, GAMMA Investing LLC, Point72 (DIFC) Ltd, Allworth Financial LP, dan IFP Advisors, 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
(%)
2025-08-15 13F Morgan Stanley 27,974 32.68 631 52.42
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 40,179 9.21 837 14.50
2025-06-27 NP RSSL - Global X Russell 2000 ETF 5,001 5.91 105 6.06
2025-08-12 13F Charles Schwab Investment Management Inc 24,018 6.49 542 22.12
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 1,519 18.49 32 18.52
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 119 2.59 3 0.00
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 25,917 18.13 585 35.50
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 1,713 16.37 39 35.71
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 1,700 132.88 38 171.43
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 158 327.03 3
2025-08-13 13F Jacobs Asset Management, Llc 340,000 4.56 7,670 20.05
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 3,510 73
2025-08-13 13F Arrowstreet Capital, Limited Partnership 15,823 357
2025-07-28 NP VCSLX - Small Cap Index Fund 3,447 11.30 72 16.39
2025-08-14 13F State Street Corp 123,866 14.25 2,794 31.17
2025-08-13 13F Marshall Wace, Llp 97,234 2,194
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Federated Hermes, Inc. 31 1
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 2,940 61
2025-08-11 13F Empowered Funds, LLC 27,051 9.24 610 25.51
2025-07-28 NP HDG - ProShares Hedge Replication ETF 11 10.00 0
2025-08-14 13F Bridgeway Capital Management Inc 82,533 2.85 1,862 18.08
2025-08-14 13F Millennium Management Llc 38,824 876
2025-08-07 13F Acadian Asset Management Llc 71,638 76.34 2
2025-07-09 13F Harbor Capital Advisors, Inc. 120 2.56 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 79,075 1.43 1,668 1.40
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 1,939 50.31 40 60.00
2025-08-14 13F/A Barclays Plc 22,957 31.45 1
2025-08-14 13F Royal Bank Of Canada 11,723 67.45 265 93.43
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 39,928 0.79 832 5.72
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 15,089 13.91 318 13.98
2025-08-12 13F Rhumbline Advisers 13,112 3.27 296 18.47
2025-08-08 13F/A Sterling Capital Management LLC 169 59.43 4 50.00
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 29,279 2.69 661 17.86
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 42 2.44 1
2025-08-14 13F Boothbay Fund Management, Llc 98,717 5.52 2,227 21.16
2025-08-12 13F Trexquant Investment LP 9,079 205
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 2,791 20.77 63 37.78
2025-07-30 NP AUERX - Auer Growth Fund 10,000 208
2025-08-13 13F Northern Trust Corp 61,760 1.10 1,393 16.08
2025-08-14 13F Mendon Capital Advisors Corp 280,524 9.07 6,329 25.21
2025-07-14 13F GAMMA Investing LLC 92 2
2025-08-07 13F Allworth Financial LP 8 0
2025-08-11 13F Vanguard Group Inc 433,452 7.96 9,779 23.94
2025-08-14 13F Cubist Systematic Strategies, LLC 10,874 245
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 636 72.36 14 100.00
2025-08-14 13F Point72 (DIFC) Ltd 80 2
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 1,977 37.67 45 57.14
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 354 8
2025-08-26 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 34,236 18.43 772 35.92
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 3,926 16.43 89 33.33
2025-08-14 13F Wells Fargo & Company/mn 6,351 6.10 143 22.22
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 423 22.97 9 14.29
2025-08-08 13F Geode Capital Management, Llc 181,708 3.67 4,100 19.02
2025-08-14 13F Fmr Llc 3,144 0.38 71 14.75
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 1,756 2.99 40 18.18
2025-08-13 13F EverSource Wealth Advisors, LLC 51 920.00 1
2025-07-24 13F IFP Advisors, Inc 0 0
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 7,890 30.52 166 30.71
2025-08-11 13F Persistent Asset Partners Ltd 23,406 34.64 528 54.84
2025-08-13 13F Quadrature Capital Ltd 9,682 219
2025-07-11 13F Colorado Capital Management, Inc. 39,744 1
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 920 2.34 19 5.56
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 6,200 6.88 140 23.01
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 1,850 42
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 10,366 8.32 216 13.68
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 11,838 6.16 250 5.96
2025-08-14 13F PMC FIG Opportunities LLC 67,877 133.54 1,531 168.13
2025-08-14 13F Punch & Associates Investment Management, Inc. 314,737 49.54 7,100 71.70
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 2,760 52.49 62 77.14
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 24,201 13.08 510 13.08
2025-08-14 13F UBS Group AG 18,491 30.59 417 50.00
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 48,929 5.67 1,032 5.53
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 129,001 29.41 2,910 48.62
2025-08-13 13F Renaissance Technologies Llc 74,800 1,687
2025-08-14 13F North Reef Capital Management LP 545,722 43.92 12,311 65.25
2025-08-12 13F Nuveen, LLC 32,251 14.58 728 31.46
2025-08-14 13F Citadel Advisors Llc 58,941 159.72 1,330 198.65
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1,371 13.87 31 30.43
2025-08-28 NP QCSTRX - Stock Account Class R1 8,150 184
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1,190 44.59 27 62.50
2025-08-08 13F First Western Trust Bank 112,665 0.44 2,542 15.29
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 18,495 1.51 417 16.48
2025-07-25 13F Cwm, Llc 363 62.78 0
2025-08-07 13F Los Angeles Capital Management Llc 33,481 755
2025-08-12 13F Dimensional Fund Advisors Lp 237,347 17.89 5,355 35.37
2025-08-12 13F Legal & General Group Plc 810 12.66 18 28.57
2025-08-14 13F Jane Street Group, Llc 10,853 245
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 27,015 9.09 609 25.31
2025-08-14 13F RMB Capital Management, LLC 197,056 0.20 4,446 15.04
2025-08-15 13F Tower Research Capital LLC (TRC) 1,329 92.89 30 123.08
2025-08-26 NP Profunds - Profund Vp Small-cap 19 5.56 0
2025-07-25 13F Sippican Capital Advisors 45,100 12.55 1,017 29.22
Other Listings
DE:33Q
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