USCB / USCB Financial Holdings, Inc. - Kepemilikan Institusional - Pembeli

USCB Financial Holdings, Inc.
US ˙ NasdaqGM ˙ US90355N1019

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di USCB Financial Holdings, Inc. meliputi NOSGX - Northern Small Cap Value Fund, Gabelli Funds Llc, Gsa Capital Partners Llp, First Trust Advisors Lp, JSML - Janus Henderson Small Cap Growth Alpha ETF, Police & Firemen's Retirement System of New Jersey, Raymond James Financial Inc, 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.

Tingkatkan ke versi premium untuk membuka data premium.

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
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 26,483 6.32 449 -4.87
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 2,056 25.21 35 9.68
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 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 1,422 96.68 24 84.62
2025-08-13 13F Northern Trust Corp 123,373 48.76 2,041 32.55
2025-07-25 13F Cwm, Llc 222 36.20 0
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 2,514 35.53 42 20.59
2025-08-13 13F Gabelli Funds Llc 34,065 563
2025-08-14 13F Millennium Management Llc 38,804 25.52 642 11.87
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 55,987 0.51 925 -14.75
2025-08-14 13F Raymond James Financial Inc 200 3
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 2,670 58.93 44 41.94
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 6,233 162.44 106 133.33
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional 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 19,739 9.24 326 -2.69
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 30 7.14 1
2025-08-12 13F Dimensional Fund Advisors Lp 143,707 23.14 2,377 9.70
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 58,668 10.58 970 -1.42
2025-08-12 13F Charles Schwab Investment Management Inc 33,859 6.10 560 -5.41
2025-06-27 NP RSSL - Global X Russell 2000 ETF 6,258 4.67 106 -6.19
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 487,720 1.00 8,067 -10.00
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 385 0.79 7 16.67
2025-08-12 13F Nuveen, LLC 19,796 27.19 327 13.54
2025-08-14 13F Wells Fargo & Company/mn 6,383 6.21 106 -5.41
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 54 1.89 1
2025-08-14 13F Bank Of America Corp /de/ 33,138 34.94 548 20.44
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 2,297 38
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 304 1.33 5 0.00
2025-09-04 13F/A Advisor Group Holdings, Inc. 15 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 2,233 14.57 37 0.00
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 54,179 12.67 896 -4.38
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 14,496 9.54 240 -7.00
2025-08-14 13F Alliancebernstein L.p. 973,088 8.96 16,095 -2.91
2025-06-20 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 3,610 61
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 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 2,359 116.03 40 100.00
2025-08-14 13F/A Barclays Plc 47,894 37.17 1
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 296 11.28 5 0.00
2025-08-13 13F Hsbc Holdings Plc 32,875 25.93 546 12.58
2025-08-12 13F Legal & General Group Plc 1,104 12.65 18 0.00
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 35,725 591
2025-08-15 13F Tower Research Capital LLC (TRC) 4,210 2,081.35 70 2,200.00
2025-08-08 13F Geode Capital Management, Llc 248,716 1.74 4,114 -9.34
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 879 72.35 15 55.56
2025-08-14 13F GWM Advisors LLC 783 16.17 13 0.00
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 318 292.59 6 400.00
2025-08-14 13F Salzhauer Michael 31,729 8.40 525 -3.50
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 7,475 1.31 124 -9.56
2025-07-22 13F Gsa Capital Partners Llp 16,133 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 171,297 3.53 2,833 -7.72
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 15 7.14 0
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 37,518 44.91 621 29.17
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,205 3.88 20 -9.09
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1,849 34.77 31 20.00
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 23,977 0.45 397 -10.61
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 103,404 1.76 1,754 -9.08
2025-08-14 13F Mendon Capital Advisors Corp 691,048 3.11 11,430 -8.11
2025-08-11 13F Vanguard Group Inc 745,053 2.20 12,323 -8.92
2025-08-14 13F State Street Corp 141,858 10.87 2,346 -1.18
2025-08-08 13F/A Sterling Capital Management LLC 224 61.15 4 50.00
2025-05-14 13F Keeley-Teton Advisors, LLC 33,902 36.38 629 42.63
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 3,119 99.30 53 79.31
2025-07-14 13F GAMMA Investing LLC 51 537.50 1
2025-08-05 13F Bank of New York Mellon Corp 24,406 13.33 404 1.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4,110 29.25 68 13.56
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 12,795 68.40 212 113.13
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 4,044 18.80 67 4.76
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 496 60.00 8 60.00
2025-08-15 13F Morgan Stanley 43,998 3.74 728 -7.62
2025-08-14 13F Citadel Advisors Llc 11,764 195
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F First Trust Advisors Lp 12,795 212
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 2,483 247.76 42 223.08
2025-07-28 NP HDG - ProShares Hedge Replication ETF 14 16.67 0
2025-08-12 13F BlackRock, Inc. 881,636 2.45 14,582 -8.70
2025-07-24 13F IFP Advisors, Inc 0 0
2025-07-28 NP VCSLX - Small Cap Index Fund 4,513 12.85 75 -3.90
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista