13F

Stock

Schwab Small Cap Index

Ticker not mapped · held by 6 managers

Reported value

$3.98M

Holders

6

+1 new · −1 exited

Holders’ est. mark

$3.22M

Price effect on 5 books still in the name

Largest holder

$3.01M

DUMONT & BLAKE INVESTMENT ADVISORS LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
DUMONT & BLAKE INVESTMENT ADVISORS LLC75K$3.01M$3MAdded$3.01M
CARRET ASSET MANAGEMENT, LLC12.7K$511.5K$4.58KAdded$4.58K
Fortune Financial Group, Inc.5.52K$221.9K$221.7KAdded$221.7K
Coastwise Capital Group, LLC4.98K$200.1KNew
Estabrook Capital Management780$31.3K$280Added$280
Coston, McIsaac & Partners1.56K$62$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.