Who owns AmeriServ Financial, Inc. (ASRV)
Which tracked institutional funds hold ASRV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ASRV company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ASRV is one-sided between 2025-Q4 and 2026-Q1: 4 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ASRV’s largest tracked holder by dollar value, GENDELL JEFFREY L, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ASRV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 35 tracked filers holding ASRV, 13 increased or opened the position and 7 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ASRV between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- VANGUARD CAPITAL MANAGEMENT LLC$2M
Full exits 1
- VANGUARD GROUP INC$2M
Largest adds
- GENDELL JEFFREY L$703K
- DIMENSIONAL FUND ADVISORS LP$487K
- AmeriServ Wealth Advisors$384K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GENDELL JEFFREY L | 1,635,677 | $6M | 22.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,153,700 | $4M | 15.6% | 2026-Q1 |
| AmeriServ Wealth Advisors added | 889,090 | $3M | 12.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 658,395 | $2M | 8.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 564,474 | $2M | 7.6% | 2026-Q1 |
| Oppenheimer & Close, LLC | 352,583 | $1M | 4.8% | 2026-Q1 |
| EWA, LLC added | 245,612 | $889K | 3.3% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 206,629 | $748K | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 144,393 | $523K | 2.0% | 2026-Q1 |
| BlackRock, Inc. added | 140,255 | $508K | 1.9% | 2026-Q1 |
| Empowered Funds, LLC | 103,258 | $374K | 1.4% | 2026-Q1 |
| Lesa Sroufe & Co | 100,000 | $362K | 1.4% | 2026-Q1 |
| Argyle Capital Management, LLC | 94,865 | $343K | 1.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 83,161 | $301K | 1.1% | 2026-Q1 |
| Minerva Advisors LLC | 58,200 | $211K | 0.8% | 2026-Q1 |
| JOHN G ULLMAN & ASSOCIATES INC | 45,985 | $166K | 0.6% | 2026-Q1 |
| Abacus Planning Group, Inc. | 42,513 | $154K | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP | 29,101 | $105K | 0.4% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC | 22,760 | $81K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 22,358 | $81K | 0.3% | 2026-Q1 |
| STATE STREET CORP | 18,990 | $69K | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 13,483 | $49K | 0.2% | 2026-Q1 |
| SCHULHOFF & CO INC | 13,000 | $47K | 0.2% | 2026-Q1 |
| XTX Topco Ltd new | 10,812 | $39K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 5,895 | $21K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 1,635 | $6K | 0.0% | 2026-Q1 |
| Cornerstone Planning Group LLC added | 1,022 | $4K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 718 | $3K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 114 | $413 | 0.0% | 2026-Q1 |
| CWM, LLC added | 100 | $363 | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. new | 50 | $181 | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. | 2 | $7 | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1 | $5 | 0.0% | 2026-Q1 |
| FMR LLC | 1 | $4 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $3 | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 748,240 | $2M | 8.9% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,854 | $106K | 0.4% | 2025-Q2 stale |
| Angel Oak Capital Advisors, LLC trimmed | 26,300 | $84K | 0.3% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 14,116 | $41K | 0.2% | 2025-Q3 stale |
| Modern Wealth Management, LLC added | 13,175 | $38K | 0.1% | 2025-Q3 stale |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 11,000 | $27K | 0.1% | 2025-Q1 stale |
| State of Wyoming new | 3,865 | $12K | 0.0% | 2025-Q2 stale |
| Royal Bank of Canada added | 1,200 | $4K | 0.0% | 2025-Q2 stale |
| Salomon & Ludwin, LLC | 1,209 | $4K | 0.0% | 2025-Q3 stale |
| Farther Finance Advisors, LLC new | 1,050 | $3K | 0.0% | 2025-Q3 stale |
| SIMPLEX TRADING, LLC trimmed | 861 | $2K | 0.0% | 2025-Q1 stale |
| PNC Financial Services Group, Inc. | 474 | $1K | 0.0% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 108 | $328 | 0.0% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ added | 57 | $182 | 0.0% | 2025-Q4 stale |
| UBS Group AG trimmed | 16 | $51 | 0.0% | 2025-Q4 stale |
| Capital Advisors, Ltd. LLC trimmed | 127 | — | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.