AI Holders Summary · Q2 2026

139 institutions reported WEST in Q2 2026. Stephens Group, LLC leads at 29.0% 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

Stephens Group, LLC

CIK 0001427999

$60M7.3M28.88%Q2 2026 02

HF Capital, LLC

CIK 0002063476

$54M12.7M22.65%Q1 2026 03

NFC Investments, LLC

CIK 0001512858

$15M3.7M4.30%Q4 2025 04

FMR LLC

CIK 0000315066

$12M2.8M0.00%Q1 2026 05

BlackRock, Inc.

CIK 0002012383

$11M2.6M0.00%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$9M2.1M0.00%Q1 2026 07

BROWN BROTHERS HARRIMAN & CO

CIK 0000014661

$8M1.9M0.04%Q1 2026 08

Silverleafe Capital Partners, LLC

CIK 0001535611

$8M968K2.14%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$4M976K0.00%Q1 2026 10

ZAZOVE ASSOCIATES LLC

CIK 0001009012

$4M451K0.30%Q2 2026 11

AGMAN CAPITAL LLC

CIK 0002107832

$4M839K2.84%Q1 2026 12

STATE STREET CORP

CIK 0000093751

$3M766K0.00%Q1 2026 13

CastleKnight Management LP

CIK 0001835751

$3M719K0.05%Q1 2026 14

Vanguard Portfolio Management

CIK 0002100121· Index

$3M609K0.00%Q1 2026 15

LEE DANNER & BASS INC

CIK 0000939219

$2M283K0.13%Q2 2026 16

DAVENPORT & Co LLC

CIK 0000887777

$2M194K0.01%Q2 2026 17

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$1M309K0.00%Q1 2026 18

Horrell Capital Management, Inc.

CIK 0001385925

$1M159K0.59%Q2 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$1M277K0.00%Q1 2026 20

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$1M268K0.00%Q1 2026

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