DaveManuel.com · Institutional Ownership · Who Owns It
COMMUNITY WEST BANCSHARES NECOM (CWBC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
150
Reporting holders
$429.5M
Reported value
58.9%
Of shares outstanding
0.2%
Calls
0.0%
Puts
+23
Holder change
Institutions report 15,973,652 shares against 27,131,078 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $64.1M | 2,386,807 | 0.00% | 8q | +26.3%+$13.4M |
| DIMENSIONAL FUND ADVISORS LP | $34.0M | 1,265,092 | 0.01% | 9q | +50.5%+$11.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $30.5M | 1,136,107 | 0.01% | 9q | +275.2%+$22.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $28.9M | 1,075,657 | 0.00% | 2q | +44.4%+$8.9M |
| STATE STREET CORP | $21.9M | 815,651 | 0.00% | 9q | +139.1%+$12.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $16.6M | 616,973 | 0.00% | 9q | +55.6%+$5.9M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $13.4M | 500,161 | 0.27% | 9q | +21.8%+$2.4M |
| Bridgewealth Advisory Group, LLC | $13.3M | 494,690 | 2.51% | 9q | +1817.4%+$12.6M |
| PRIVATE MANAGEMENT GROUP INC | $13.0M | 485,589 | 0.34% | 9q | -8.3%-$1.2M |
| AMERICAN CENTURY COMPANIES INC | $10.4M | 385,572 | 0.00% | 9q | +16.5%+$1.5M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9.1M | 338,451 | 0.01% | 9q | HELD |
| PL Capital Advisors, LLC | $8.9M | 329,551 | 2.46% | 9q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8.8M | 326,583 | 0.00% | 4q | +361.2%+$6.9M |
| FMR LLC | $8.0M | 296,127 | 0.00% | 9q | HELD |
| TWO SIGMA INVESTMENTS, LP | $7.7M | 286,953 | 0.01% | new | NEW |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.5M | 277,860 | 0.02% | 2q | +0.7%+$48.3K |
| RENAISSANCE TECHNOLOGIES LLC | $7.0M | 259,325 | 0.01% | 9q | +80.5%+$3.1M |
| BANC FUNDS CO LLC | $6.5M | 240,606 | 1.07% | new | NEW |
| CITADEL ADVISORS LLC | $6.0M | 221,531 | 0.00% | 3q | +2109.3%+$5.7M |
| NORTHERN TRUST CORP | $5.6M | 209,607 | 0.00% | 9q | +46.5%+$1.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5.5M | 205,949 | 0.00% | 2q | +112.5%+$2.9M |
| FRANKLIN RESOURCES INC | $4.6M | 169,407 | 0.00% | 3q | +1096.8%+$4.2M |
| Cutler Capital Management, LLC | $4.4M | 162,139 | 1.13% | 7q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $4.2M | 157,284 | 0.00% | 2q | +37.4%+$1.1M |
| Arbiter Partners Capital Management LLC | $4.2M | 156,192 | 0.73% | 6q | +256.1%+$3.0M |
| GOLDMAN SACHS GROUP INC | $4.2M | 155,829 | 0.00% | 8q | +86.0%+$1.9M |
| Squarepoint Ops LLC | $4.0M | 150,357 | 0.00% | new | NEW |
| UBS Group AG | $3.5M | 130,451 | 0.00% | 9q | +420.2%+$2.8M |
| Siena Capital Partners GP, LLC | $3.4M | 127,116 | 0.83% | 9q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $2.9M | 107,832 | 0.01% | 7q | +91.1%+$1.4M |
| MARSHALL WACE, LLP | $2.7M | 101,851 | 0.00% | new | NEW |
| MORGAN STANLEY | $2.7M | 98,680 | 0.00% | 9q | +1.8%+$46.3K |
| Bank of New York Mellon Corp | $2.6M | 96,820 | 0.00% | 9q | +58.3%+$957.9K |
| PRUDENTIAL FINANCIAL INC | $2.6M | 95,615 | 0.00% | 2q | +322.1%+$2.0M |
| FIRST TRUST ADVISORS LP | $2.3M | 87,057 | 0.00% | 8q | +7.6%+$165.8K |
| CALDWELL SUTTER CAPITAL, INC. | $2.1M | 78,625 | 0.80% | 9q | +6.1%+$122.2K |
| AQR CAPITAL MANAGEMENT LLC | $2.1M | 77,984 | 0.00% | 5q | +14.7%+$268.0K |
| Creative Planning | $1.9M | 71,675 | 0.00% | 2q | +83.1%+$873.5K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.9M | 69,767 | 0.00% | 9q | +63.8%+$730.2K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.8M | 68,003 | 0.01% | 2q | +21.3%+$320.7K |
| BARCLAYS PLC | $1.8M | 67,076 | 0.00% | 9q | +64.9%+$708.9K |
| XTX Topco Ltd | $1.8M | 65,966 | 0.02% | 3q | +440.4%+$1.4M |
| ALLIANCEBERNSTEIN L.P. | $1.6M | 67,460 | 0.00% | new | NEW |
| ALGERT GLOBAL LLC | $1.5M | 55,552 | 0.02% | 3q | -43.1%-$1.1M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.4M | 52,414 | 0.03% | 2q | +160.6%+$867.6K |
| D. E. Shaw & Co., Inc. | $1.4M | 51,345 | 0.00% | new | NEW |
| SageView Advisory Group, LLC | $1.4M | 50,881 | 0.04% | 2q | +93.9%+$661.7K |
| VICTORY CAPITAL MANAGEMENT INC | $1.3M | 47,000 | 0.00% | 8q | +4.4%+$53.7K |
| HRT FINANCIAL LP | $1.2M | 46,289 | 0.00% | new | NEW |
| Orion Porfolio Solutions, LLC | $1.2M | 43,256 | 0.01% | 9q | +3.2%+$36.0K |
| Destination Wealth Management | $1.1M | 42,723 | 0.03% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.1M | 42,103 | 0.01% | 9q | HELD |
| Nuveen, LLC | $1.0M | 38,202 | 0.00% | 6q | +72.2%+$430.2K |
| SEI INVESTMENTS CO | $1.0M | 37,907 | 0.00% | 3q | -46.6%-$888.4K |
| PRINCIPAL FINANCIAL GROUP INC | $968.1K | 36,043 | 0.00% | 2q | +7.5%+$67.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $937.3K | 34,896 | 0.00% | 7q | +6.9%+$60.6K |
| Schonfeld Strategic Advisors LLC | $909.9K | 33,874 | 0.00% | 2q | +218.2%+$624.0K |
| Quantinno Capital Management LP | $869.9K | 32,388 | 0.00% | 4q | +23.9%+$168.1K |
| CITIGROUP INC | $863.3K | 32,140 | 0.00% | 9q | +482.5%+$715.1K |
| Cerity Partners LLC | $862.2K | 32,099 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $845.2K | 31,467 | 0.00% | 9q | +49.4%+$279.6K |
| Invesco Ltd. | $835.6K | 31,110 | 0.00% | 9q | +9.7%+$73.9K |
| BOOTHBAY FUND MANAGEMENT, LLC | $831.6K | 30,962 | 0.01% | 7q | +36.7%+$223.2K |
| BANK OF AMERICA CORP /DE/ | $748.2K | 27,854 | 0.00% | 9q | -35.4%-$410.3K |
| AMERIPRISE FINANCIAL INC | $683.5K | 25,445 | 0.00% | 2q | HELD |
| ZACKS INVESTMENT MANAGEMENT | $679.6K | 25,300 | 0.00% | 3q | HELD |
| Platform Wealth Management, LLC | $665.9K | 24,791 | 0.24% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $644.6K CALL | options only | 0.00% | 3q | OPTIONS |
| DEUTSCHE BANK AG\ | $644.6K | 23,999 | 0.00% | 9q | +89.2%+$303.9K |
| WELLS FARGO & COMPANY/MN | $644.0K | 23,976 | 0.00% | 9q | +105.6%+$330.8K |
| MENDON CAPITAL ADVISORS CORP | $639.2K | 23,796 | 0.23% | 2q | -4.0%-$26.9K |
| Pinnacle Holdings, LLC | $588.4K | 21,906 | 0.18% | 9q | HELD |
| Quantbot Technologies LP | $560.5K | 20,869 | 0.02% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $550.0K | 20,457 | 0.00% | 3q | +80.7%+$245.7K |
| Private Advisor Group, LLC | $533.7K | 19,869 | 0.00% | new | NEW |
| Engineers Gate Manager LP | $484.9K | 18,053 | 0.01% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $468.7K | 17,448 | 0.01% | new | NEW |
| Russell Investments Group, Ltd. | $448.2K | 16,687 | 0.00% | 6q | +747.5%+$395.3K |
| Rafferty Asset Management, LLC | $440.7K | 16,409 | 0.00% | new | NEW |
| Planning Center, Inc. | $437.4K | 16,283 | 0.04% | new | NEW |
| MetLife Investment Management, LLC | $414.3K | 15,426 | 0.00% | 9q | +25.9%+$85.2K |
| ROYAL BANK OF CANADA | $403.0K | 15,013 | 0.00% | 9q | +2253.1%+$385.9K |
| Empowered Funds, LLC | $380.0K | 14,148 | 0.00% | new | NEW |
| Graham Capital Management, L.P. | $330.8K | 12,315 | 0.01% | new | NEW |
| Daytona Street Capital LLC | $319.7K | 11,850 | 0.23% | 3q | HELD |
| Sequoia Financial Advisors, LLC | $310.6K | 11,563 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $307.9K | 11,502 | 0.00% | 9q | +53.8%+$107.7K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $304.1K | 11,322 | 0.00% | 9q | +40.2%+$87.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $286.0K | 10,646 | 0.00% | 9q | +76.5%+$123.9K |
| Integrated Quantitative Investments LLC | $285.6K | 10,632 | 0.05% | 2q | HELD |
| Virtu Financial LLC | $283.0K | 10,540 | 0.01% | new | NEW |
| Integrated Wealth Concepts LLC | $281.0K | 10,462 | 0.00% | 2q | +6.3%+$16.6K |
| Composition Wealth, LLC | $279.2K | 10,396 | 0.00% | new | NEW |
| Sharper & Granite LLC | $278.3K | 10,362 | 0.09% | 9q | HELD |
| SG Americas Securities, LLC | $265.0K | 9,872 | 0.00% | new | NEW |
| CHANNEL WEALTH LLC | $259.1K | 9,646 | 0.06% | 9q | HELD |
| R Squared Ltd | $254.3K | 9,469 | 0.13% | new | NEW |
| OCCUDO QUANTITATIVE STRATEGIES LP | $246.4K | 9,175 | 0.01% | new | NEW |
| RS CRUM INC. | $238.3K | 8,873 | 0.04% | 2q | HELD |
| ELCO Management Co., LLC | $236.3K | 8,796 | 0.10% | 2q | -10.2%-$26.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-08 | 13G | Dimensional Fund Advisors LP | 5.1% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-10 | GILL JAGROOP | Director | Bought | 4,770 | $118.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 20 | $945.1K | 36,115 | 2 | 5 | 1 | 0.0% |
| Q2 2026 | 150 | $429.5M | 15,973,652 | 35 | 73 | 15 | 0.2% |
| Q1 2026 | 127 | $261.1M | 11,161,542 | 29 | 43 | 24 | 0.4% |
| Q4 2025 | 112 | $230.5M | 10,211,785 | 18 | 34 | 32 | 0.3% |
| Q3 2025 | 101 | $210.3M | 10,087,920 | 11 | 34 | 25 | 0.0% |
| Q2 2025 | 96 | $191.0M | 9,788,210 | 9 | 32 | 28 | 0.0% |
| Q1 2025 | 100 | $176.5M | 9,543,983 | 11 | 27 | 32 | 0.1% |
| Q4 2024 | 91 | $182.9M | 9,442,857 | 13 | 33 | 16 | 0.0% |
| Q3 2024 | 86 | $183.8M | 9,456,264 | 11 | 20 | 25 | 0.9% |
| Q2 2024 | 80 | $170.6M | 9,178,290 | 77 | 0 | 1 | 0.5% |
| Q1 2024 | 39 | $83.7M | 4,711,094 | 11 | 11 | 9 | 0.0% |
| Q4 2023 | 35 | $52.1M | 2,995,998 | 10 | 9 | 8 | 0.0% |
| Q3 2023 | 29 | $34.7M | 2,682,800 | 3 | 8 | 4 | 0.0% |
| Q2 2023 | 29 | $33.1M | 2,664,073 | 3 | 8 | 8 | 0.0% |
| Q1 2023 | 27 | $31.9M | 2,520,126 | 2 | 7 | 6 | 0.0% |
| Q4 2022 | 28 | $36.8M | 2,457,805 | 3 | 7 | 3 | 0.0% |
| Q3 2022 | 25 | $32.8M | 2,400,891 | 0 | 6 | 6 | 0.0% |
| Q2 2022 | 28 | $34.3M | 2,445,984 | 2 | 9 | 6 | 0.0% |
| Q1 2022 | 27 | $33.8M | 2,410,174 | 4 | 5 | 7 | 0.0% |
| Q4 2021 | 24 | $30.2M | 2,258,697 | 1 | 7 | 7 | 0.0% |
| Q3 2021 | 21 | $22.1M | 1,686,413 | 2 | 7 | 7 | 0.0% |
| Q2 2021 | 22 | $34.5M | 2,588,527 | 2 | 8 | 3 | 0.0% |
| Q1 2021 | 22 | $26.5M | 2,061,741 | 2 | 9 | 4 | 0.0% |
| Q4 2020 | 20 | $17.0M | 1,875,513 | 4 | 6 | 4 | 0.0% |
| Q3 2020 | 19 | $14.8M | 1,844,740 | 2 | 5 | 2 | 0.0% |
| Q2 2020 | 20 | $15.9M | 1,856,672 | 2 | 4 | 4 | 0.0% |
| Q1 2020 | 21 | $11.7M | 1,923,746 | 0 | 8 | 4 | 0.0% |
| Q4 2019 | 22 | $21.9M | 1,968,765 | 2 | 3 | 5 | 0.0% |
| Q3 2019 | 27 | $20.1M | 2,037,255 | 2 | 6 | 9 | 0.0% |
| Q2 2019 | 26 | $19.9M | 2,065,089 | 0 | 9 | 7 | 0.0% |
| Q1 2019 | 27 | $20.8M | 2,046,792 | 1 | 14 | 6 | 0.0% |
| Q4 2018 | 28 | $22.4M | 2,237,755 | 0 | 0 | 1 | 0.0% |