AI Holders Summary · Q2 2026

73 institutions reported HWBK in Q2 2026. Ategra Capital Management, LLC leads at 17.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

Ategra Capital Management, LLC

CIK 0001741369

$13M342K6.05%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$13M335K0.00%Q2 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$10M251K0.00%Q2 2026 04

FJ Capital Management LLC

CIK 0001599170

$7M191K0.73%Q4 2025 05

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$6M162K0.00%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$6M149K0.00%Q2 2026 07

STATE STREET CORP

CIK 0000093751

$3M85K0.00%Q2 2026 08

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$3M65K0.04%Q2 2026 09

NORTHERN TRUST CORP

CIK 0000073124· Index

$2M48K0.00%Q2 2026 10

Pinnacle Holdings, LLC

CIK 0001411784

$2M46K0.56%Q2 2026 11

MONETA GROUP INVESTMENT ADVISORS LLC

CIK 0001120927

$2M45K0.01%Q2 2026 12

Vanguard Portfolio Management

CIK 0002100121· Index

$2M39K0.00%Q2 2026 13

RBF Capital, LLC

CIK 0001134621

$2M39K0.06%Q2 2026 14

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$1M38K0.00%Q2 2026 15

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$1M35K0.00%Q2 2026 16

Empowered Funds, LLC

CIK 0001592828

$1M33K0.01%Q2 2026 17

MERCER GLOBAL ADVISORS INC /ADV

CIK 0000853758

$1M33K0.00%Q2 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$937K24K0.00%Q2 2026 19

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$810K21K0.00%Q2 2026 20

KESTRA PRIVATE WEALTH SERVICES, LLC

CIK 0001649451

$799K20K0.01%Q2 2026

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