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First Business Financial SER (FBIZ)

CUSIP: 319390100 | NYSE | Financial Services · Banks - Regional | Small Cap | 326 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP474,150
0.0% of portfolio›$32.6M
First Business Financial Services, Inc.327,189
1.8% of portfolio›$22.5M
Tributary Capital Management, LLC145,084
0.9% of portfolio›$10.0M
Poehling Capital Management, Inc.86,368
1.2% of portfolio›$5.9M
Rosenthal | Henry Capital Advisors, Inc.45,000
2.8% of portfolio›$3.1M
Uncommon Cents Investing Inc33,844
0.5% of portfolio›$2.3M
Daytona Street Capital LLC29,623
1.5% of portfolio›$2.1M
Creative Planning27,693
0.0% of portfolio›$1.9M
Wealth Enhancement Advisory Services, LLC26,254
0.0% of portfolio›$1.9M
Walleye Partners, LLC19,617
1.5% of portfolio›$1.3M
Inspire Investing, LLC9,362
0.0% of portfolio›$643.9K
Alps Advisors Inc7,990
0.0% of portfolio›$549.6K
Mattern Wealth Management LLC7,800
0.1% of portfolio›$536.5K
1834 Investment Advisors Co6,847
0.1% of portfolio›$470.9K
Wealth Enhancement Trust Services, Inc.6,340
0.0% of portfolio›$436.1K
Thompson Investment Management, Inc.6,020
0.0% of portfolio›$414.1K
Beese Fulmer Investment Management, Inc.4,811
0.0% of portfolio›$330.9K
Citigroup Inc4,695
0.0% of portfolio›$322.9K
ERn Financial, LLC4,615
0.1% of portfolio›$317.4K
Sterling Capital Management LLC4,425
0.0% of portfolio›$304.4K
Atlatl Advisers LLC3,700
0.1% of portfolio›$254.5K
Evergreen Capital Management LLC3,242
0.0% of portfolio›$223.0K
Harbor Capital Advisors, Inc.2,632
0.0% of portfolio›$181.0K
State of Alaska, Department of Revenue905
0.0% of portfolio›$61
Versant Capital Management, Inc676
0.0% of portfolio›$46.5K
EverSource Wealth Advisors, LLC420
0.0% of portfolio›$28.9K
Gamma Investing LLC343
0.0% of portfolio›$23.6K
Ares Financial Consulting, LLC283
0.0% of portfolio›$19.5K
IFP Advisors, Inc204
0.0% of portfolio›$14.0K
Heritage Family Offices, LLP170
0.0% of portfolio›$11.7K
Private Trust Co NA164
0.0% of portfolio›$11.3K
Essential Partners LLC140
0.0% of portfolio›$9.6K
Pension & Wealth Management Advisors, Inc.116
0.0% of portfolio›$8.0K
Farther Finance Advisors, LLC78
0.0% of portfolio›$5.4K
Signaturefd, LLC46
0.0% of portfolio›$3.2K
Parallel Advisors, LLC44
0.0% of portfolio›$3.0K
SJS Investment Consulting Inc.36
0.0% of portfolio›$2.5K
Root Financial Partners, LLC28
0.0% of portfolio›$1.9K
True Wealth Design, LLC23
0.0% of portfolio›$1.6K
Assetmark, Inc16
0.0% of portfolio›$1.1K
Provenance Wealth Advisors, LLC9
0.0% of portfolio›$619
Covestor Ltd5
0.0% of portfolio›$0
Nisa Investment Advisors, LLC5
0.0% of portfolio›$344
GK Wealth Management LLC2
0.0% of portfolio›$138
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
474,150$32.6M0.0%IndexLowAustin, TX2026-11-04
First Business Financial Services, Inc.
327,189$22.5M1.8%ETFVery LowMadison, WI2026-10-29
Tributary Capital Management, LLC
145,084$10.0M0.9%ValueMediumOmaha, NE2026-10-28
Poehling Capital Management, Inc.
86,368$5.9M1.2%ValueLowMadison, WI2026-10-20
Rosenthal | Henry Capital Advisors, Inc.
45,000$3.1M2.8%Deep ValueLowMishawaka, IN2026-10-27
Uncommon Cents Investing Inc
33,844$2.3M0.5%ValueVery LowJanesville, WI2026-10-20
Daytona Street Capital LLC
29,623$2.1M1.5%Deep ValueMediumSaint Louis, MO2026-10-15
Creative Planning
27,693$1.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
26,254$1.9M0.0%CoreLowPlymouth, MN2026-10-13
Walleye Partners, LLC
19,617$1.3M1.5%ValueLowMadison, WI2026-10-13
Inspire Investing, LLC
9,362$643.9K0.0%GARPHighMeridian, ID2026-10-22
Alps Advisors Inc
7,990$549.6K0.0%YieldLowDenver, CO2026-11-03
Mattern Wealth Management LLC
7,800$536.5K0.1%ETFVery LowLawrence, KS2026-11-04
1834 Investment Advisors Co
6,847$470.9K0.1%ValueLowMilwaukee, WI2026-10-16
Wealth Enhancement Trust Services, Inc.
6,340$436.1K0.0%GrowthMediumSioux Falls, SD2026-10-07
Thompson Investment Management, Inc.
6,020$414.1K0.0%ValueMediumMadison, WI2026-10-14
Beese Fulmer Investment Management, Inc.
4,811$330.9K0.0%CoreLowCanton, OH2026-10-23
Citigroup Inc
4,695$322.9K0.0%CoreMediumNew York, NY2026-11-04
ERn Financial, LLC
4,615$317.4K0.1%ETFVery LowMiddleton, WI2026-10-28
Sterling Capital Management LLC
4,425$304.4K0.0%GARPMediumCharlotte, NC2026-10-22
Atlatl Advisers LLC
3,700$254.5K0.1%Agg GrowthHighMadison, WI2026-10-22
Evergreen Capital Management LLC
3,242$223.0K0.0%GARPMediumBellevue, WA2026-10-23
Harbor Capital Advisors, Inc.
2,632$181.0K0.0%ValueHighChicago, IL2026-10-22
State of Alaska, Department of Revenue
905$610.0%CoreVery LowJuneau, AK2026-10-15
Versant Capital Management, Inc
676$46.5K0.0%GARPLowPhoenix, AZ2026-10-02
EverSource Wealth Advisors, LLC
420$28.9K0.0%CoreMediumBirmingham, AL2026-11-04
Gamma Investing LLC
343$23.6K0.0%IndexVery LowFoster City, CA2026-10-08
Ares Financial Consulting, LLC
283$19.5K0.0%CoreLowCalabasas, CA2026-10-19
IFP Advisors, Inc
204$14.0K0.0%GrowthLowTampa, FL2026-10-16
Heritage Family Offices, LLP
170$11.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Private Trust Co NA
164$11.3K0.0%CoreLowCleveland, OH2026-10-20
Essential Partners LLC
140$9.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Pension & Wealth Management Advisors, Inc.
116$8.0K0.0%ETFLowWaltham, MA2026-10-16
Farther Finance Advisors, LLC
78$5.4K0.0%IndexLowSan Francisco, CA2026-10-08
Signaturefd, LLC
46$3.2K0.0%IndexLowAtlanta, GA2026-10-23
Parallel Advisors, LLC
44$3.0K0.0%IndexLowSan Francisco, CA2026-11-03
SJS Investment Consulting Inc.
36$2.5K0.0%ETFVery LowSylvania, OH2026-10-26
Root Financial Partners, LLC
28$1.9K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
23$1.6K0.0%ETFMediumAkron, OH2026-10-13
Assetmark, Inc
16$1.1K0.0%ETFLowConcord, CA2026-10-21
Provenance Wealth Advisors, LLC
9$6190.0%ETFLowFort Lauderdale, FL2026-10-30
Covestor Ltd
5$00.0%ValueHighLondon, United Kingdom2026-10-30
Nisa Investment Advisors, LLC
5$3440.0%IndexVery LowSt. Louis, MO2026-10-20
GK Wealth Management LLC
2$1380.0%GARPVery HighReno, NV2026-10-09