AI Holders Summary · Q2 2026

73 institutions reported WHG in Q2 2026. Allspring Global Investments Holdings, LLC leads at 11.9% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

Allspring Global Investments Holdings, LLC

CIK 0001890906

$11M593K0.02%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$11M582K0.00%Q2 2026 03

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$10M519K0.07%Q2 2026 04

Settian Capital LP

CIK 0001911113

$9M471K5.79%Q2 2026 05

GAMCO INVESTORS, INC. ET AL

CIK 0000807249

$9M444K0.08%Q2 2026 06

North Star Investment Management Corp.

CIK 0001342857

$7M388K0.40%Q2 2026 07

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$6M329K0.01%Q2 2026 08

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$6M327K0.00%Q2 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$5M284K0.00%Q2 2026 10

KING LUTHER CAPITAL MANAGEMENT CORP

CIK 0000310051

$4M185K0.01%Q2 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$3M172K0.00%Q2 2026 12

AEGIS FINANCIAL CORP

CIK 0001140753

$2M100K0.30%Q2 2026 13

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$2M99K0.03%Q2 2026 14

Garner Asset Management Corp

CIK 0001714093

$2M94K0.59%Q2 2026 15

STATE STREET CORP

CIK 0000093751

$2M87K0.00%Q2 2026 16

GABELLI FUNDS LLC

CIK 0001081407

$2M82K0.01%Q2 2026 17

Peapod Lane Capital LLC

CIK 0002050979

$2M80K1.04%Q2 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$1M56K0.00%Q2 2026 19

De Lisle Partners LLP

CIK 0002011184

$960K50K0.10%Q2 2026 20

Vanguard Portfolio Management

CIK 0002100121· Index

$958K50K0.00%Q2 2026

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