AI Holders Summary · Q2 2026

103 institutions reported MYFW in Q2 2026. WELLINGTON MANAGEMENT GROUP LLP leads at 14.9% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$24M747K0.00%Q2 2026 02

North Reef Capital Management LP

CIK 0001867831

$18M717K0.61%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$17M543K0.00%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$11M354K0.00%Q2 2026 05

BANC FUNDS CO LLC

CIK 0001029311

$11M342K1.82%Q2 2026 06

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$9M286K0.00%Q2 2026 07

ALGEBRIS (UK) LTD

CIK 0001700286

$8M259K0.55%Q2 2026 08

MENDON CAPITAL ADVISORS CORP

CIK 0001177043

$7M216K2.45%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$6M202K0.00%Q2 2026 10

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

CIK 0001238990

$6M195K0.31%Q2 2026 11

Curi Capital, LLC

CIK 0001332905

$6M190K0.09%Q2 2026 12

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$6M207K0.00%Q1 2026 13

DIAMOND HILL CAPITAL MANAGEMENT INC

CIK 0001217541

$5M171K0.04%Q2 2026 14

Tieton Capital Management, LLC

CIK 0001381954

$5M184K1.68%Q4 2025 15

JACOBS ASSET MANAGEMENT, LLC

CIK 0001351063

$4M140K2.83%Q2 2026 16

STATE STREET CORP

CIK 0000093751

$4M140K0.00%Q2 2026 17

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

CIK 0001164833

$3M131K0.01%Q1 2026 18

First Western Trust Bank

CIK 0001513189

$3M92K0.14%Q2 2026 19

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$3M81K0.05%Q2 2026 20

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$3M104K0.00%Q1 2026

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