← All institutions
Institutional Holdings
WESTOwnership Summary
Institutions Holding
163
Total Shares Held
48,367,623
Total Value Held
$369,956,568
Quarter
2026-06-30
Active Positions
Increased Positions
56
15,125,718 shares
Decreased Positions
24
11,861,122 shares
Held Positions
27
16,081,634 shares
New Positions
44
5,299,149 shares
Sold Out Positions
12
1,052,887 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| HF Capital, LLC | 12,749,755 | $103,400,513 | Unchanged | 34.85% | 2026-06-30 |
| Stephens Group, LLC | 7,347,871 | $59,591,234 | ▼ -762,172 | 28.88% | 2026-06-30 |
| FMR LLC | 4,046,466 | $32,816,839 | ▲ +1,249,328 | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 2,774,331 | $22,499,825 | ▲ +220,656 | 0.00% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,182,542 | $17,700,416 | New position | 0.00% | 2026-06-30 |
| BROWN BROTHERS HARRIMAN & CO | 1,876,688 | $15,219,940 | Unchanged | 0.07% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,023,780 | $8,304,479 | ▲ +47,341 | 0.00% | 2026-06-30 |
| Silverleafe Capital Partners, LLC | 968,217 | $7,852,240 | ▼ -3,748,488 | 2.14% | 2026-06-30 |
| AGMAN CAPITAL LLC | 838,846 | $6,803,041 | Unchanged | 4.29% | 2026-06-30 |
| STATE STREET CORP | 793,823 | $6,437,905 | ▲ +28,318 | 0.00% | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 647,826 | $5,253,869 | New position | 0.00% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 601,611 | $4,879,065 | ▲ +569,412 | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 546,450 | $4,431,710 | ▲ +527,879 | 0.00% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 472,859 | $3,834,886 | ▲ +366,963 | 0.00% | 2026-06-30 |
| ZAZOVE ASSOCIATES LLC | 450,508 | $3,653,620 | ▼ -109,496 | 0.30% | 2026-06-30 |
| UBS Group AG | 416,134 | $3,374,847 | ▲ +300,109 | 0.00% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 407,297 | $3,303,178 | ▲ +151,204 | 0.00% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 375,992 | $3,049,295 | ▲ +306,191 | 0.00% | 2026-06-30 |
| Nuveen, LLC | 368,272 | $2,986,686 | ▲ +111,956 | 0.00% | 2026-06-30 |
| ALGERT GLOBAL LLC | 347,241 | $2,816,125 | New position | 0.03% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 316,978 | $2,570,692 | ▲ +8,198 | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 300,280 | $2,435,271 | ▲ +23,404 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 286,063 | $2,319,971 | New position | 0.00% | 2026-06-30 |
| LEE DANNER & BASS INC | 283,000 | $2,295,130 | Unchanged | 0.13% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 262,343 | $2,127,602 | ▲ +254,297 | 0.00% | 2026-06-30 |
| Trexquant Investment LP | 250,482 | $2,031,409 | New position | 0.01% | 2026-06-30 |
| STEPHENS INC /AR/ | 242,588 | $1,967,389 | ▼ -5,740 | 0.02% | 2026-06-30 |
| CITADEL ADVISORS LLC | 218,376 | $1,771,029 | ▲ +35,328 | 0.00% | 2026-06-30 |
| Jupiter Topco LLC | 204,235 | $1,656,346 | New position | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 197,582 | $1,602,390 | ▲ +112,370 | 0.00% | 2026-06-30 |
| Mariner, LLC | 194,193 | $1,574,910 | ▲ +180,194 | 0.00% | 2026-06-30 |
| DAVENPORT & Co LLC | 194,025 | $1,573,543 | ▼ -26,875 | 0.01% | 2026-06-30 |
| Point72 Asset Management, L.P. | 186,642 | $1,513,667 | New position | 0.00% | 2026-06-30 |
| Horrell Capital Management, Inc. | 158,514 | $1,285,549 | ▼ -2,783 | 0.59% | 2026-06-30 |
| Sovereign's Capital Management, LLC | 154,500 | $1,251,860 | ▼ -1,701 | 0.84% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 145,811 | $1,182,527 | ▲ +76,135 | 0.00% | 2026-06-30 |
| Piedmont Capital Management, LLC/NC | 137,488 | $1,115,028 | ▼ -13,866 | 0.68% | 2026-06-30 |
| ARKANSAS FINANCIAL GROUP, INC. | 127,483 | $1,033,887 | ▲ +61,357 | 0.13% | 2026-06-30 |
| Quantinno Capital Management LP | 121,803 | $987,822 | ▲ +31,082 | 0.00% | 2026-06-30 |
| BOOTHBAY FUND MANAGEMENT, LLC | 113,400 | $919,674 | New position | 0.01% | 2026-06-30 |
| Russell Investments Group, Ltd. | 109,081 | $884,645 | ▲ +106,047 | 0.00% | 2026-06-30 |
| MARSHALL WACE, LLP | 105,722 | $857,406 | ▲ +80,421 | 0.00% | 2026-06-30 |
| Walleye Capital LLC | 99,515 | $807,067 | New position | 0.00% | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | 96,521 | $782,785 | New position | 0.00% | 2026-06-30 |
| D. E. Shaw & Co., Inc. | 96,160 | $779,858 | ▲ +63,945 | 0.00% | 2026-06-30 |
| Inspire Investing, LLC | 84,680 | $686,755 | New position | 0.03% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 83,700 | $678,807 | ▲ +41,700 | 0.00% | 2026-06-30 |
| Jump Financial, LLC | 83,564 | $677,703 | New position | 0.01% | 2026-06-30 |
| Bank of New York Mellon Corp | 83,069 | $673,687 | ▲ +6,632 | 0.00% | 2026-06-30 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 64,305 | $521,514 | New position | 0.00% | 2026-06-30 |
| DIVERSIFIED TRUST CO | 62,934 | $510,394 | Unchanged | 0.01% | 2026-06-30 |
| GREENWOOD GEARHART LLC | 58,167 | $471,734 | Unchanged | 0.02% | 2026-06-30 |
| Susquehanna Portfolio Strategies, LLC | 57,614 | $467,250 | Unchanged | 0.01% | 2026-06-30 |
| HSBC HOLDINGS PLC | 57,716 | $464,325 | ▲ +27,905 | 0.00% | 2026-06-30 |
| Centiva Capital, LP | 56,776 | $460,453 | New position | 0.00% | 2026-06-30 |
| REGIONS FINANCIAL CORP | 47,430 | $384,657 | Unchanged | 0.00% | 2026-06-30 |
| RHUMBLINE ADVISERS | 46,665 | $378,443 | ▲ +4,252 | 0.00% | 2026-06-30 |
| Pillsbury Lake Capital LLC | 5,166 | $361,620 | New position | 0.10% | 2026-06-30 |
| Creative Planning | 43,786 | $355,105 | ▲ +17,625 | 0.00% | 2026-06-30 |
| IEQ CAPITAL, LLC | 42,451 | $344,278 | New position | 0.00% | 2026-06-30 |
| Aquatic Capital Management LLC | 37,848 | $306,947 | ▲ +14,251 | 0.01% | 2026-06-30 |
| BARCLAYS PLC | 35,454 | $287,532 | ▲ +10,699 | 0.00% | 2026-06-30 |
| Legacy Capital Wealth Partners, LLC | 34,500 | $279,795 | ▼ -2,040 | 0.05% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 34,301 | $278,181 | ▲ +789 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 34,078 | $276,372 | ▲ +19,418 | 0.00% | 2026-06-30 |
| Jain Global LLC | 28,754 | $233,195 | New position | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 27,604 | $223,868 | New position | 0.00% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 26,939 | $218,476 | ▼ -4,000 | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 26,411 | $214,193 | New position | 0.00% | 2026-06-30 |
| Invesco Ltd. | 24,759 | $200,796 | New position | 0.00% | 2026-06-30 |
| ALLIANCEBERNSTEIN L.P. | 43,820 | $186,235 | ▲ +9,400 | 0.00% | 2026-06-30 |
| MERCER GLOBAL ADVISORS INC /ADV | 22,852 | $185,330 | ▲ +12,421 | 0.00% | 2026-06-30 |
| Arvest Bank Trust Division | 22,635 | $183,569 | Unchanged | 0.01% | 2026-06-30 |
| Inscription Capital, LLC | 22,435 | $181,948 | ▼ -1,564 | 0.02% | 2026-06-30 |
| Cerity Partners LLC | 22,273 | $180,635 | New position | 0.00% | 2026-06-30 |
| MetLife Investment Management, LLC | 21,933 | $177,877 | ▲ +10,235 | 0.00% | 2026-06-30 |
| FOX RUN MANAGEMENT, L.L.C. | 20,648 | $167,455 | New position | 0.03% | 2026-06-30 |
| CITIGROUP INC | 19,914 | $161,502 | ▲ +17,981 | 0.00% | 2026-06-30 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 230,000 | $161,000 | New position | 0.01% | 2026-06-30 |
| SEI INVESTMENTS CO | 18,916 | $153,409 | New position | 0.00% | 2026-06-30 |
| Balyasny Asset Management L.P. | 18,111 | $146,880 | ▲ +5,245 | 0.00% | 2026-06-30 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 17,211 | $139,581 | ▲ +65 | 0.00% | 2026-06-30 |
| Red Door Wealth Management, LLC | 17,000 | $137,870 | ▼ -11,000 | 0.01% | 2026-06-30 |
| Magnetar Financial LLC | 16,564 | $134,334 | New position | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 15,585 | $127,641 | ▲ +414 | 0.00% | 2026-06-30 |
| Cetera Investment Advisers | 15,478 | $125,527 | ▲ +1,125 | 0.00% | 2026-06-30 |
| TWO SIGMA SECURITIES, LLC | 15,423 | $125,081 | New position | 0.01% | 2026-06-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15,324 | $113,857 | New position | 0.00% | 2026-06-30 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 13,335 | $108,147 | New position | 0.00% | 2026-06-30 |
| Corient Private Wealth LP | 12,424 | $100,760 | New position | 0.00% | 2026-06-30 |
| WINTON GROUP Ltd | 12,300 | $99,753 | New position | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 12,256 | $99,396 | ▲ +11,867 | 0.00% | 2026-06-30 |
| Police & Firemen's Retirement System of New Jersey | 12,070 | $97,888 | Unchanged | 0.00% | 2026-06-30 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 12,061 | $97,815 | Unchanged | 0.01% | 2026-06-30 |
| Pathstone Holdings, LLC | 12,000 | $97,320 | Unchanged | 0.00% | 2026-06-30 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11,147 | $90,402 | ▼ -709 | 0.00% | 2026-06-30 |
| Sequoia Financial Advisors, LLC | 10,812 | $87,686 | New position | 0.00% | 2026-06-30 |
| Summit Asset Management, LLC | 10,750 | $87,183 | ▼ -2,521 | 0.01% | 2026-06-30 |
| Waterloo Capital, L.P. | 10,729 | $87,012 | ▲ +176 | 0.00% | 2026-06-30 |
| INTECH INVESTMENT MANAGEMENT LLC | 10,548 | $85,544 | ▼ -108 | 0.00% | 2026-06-30 |
| Gotham Asset Management, LLC | 10,149 | $82,308 | New position | 0.00% | 2026-06-30 |
| NEW YORK STATE COMMON RETIREMENT FUND | 6,640 | $53,850 | Unchanged | 0.00% | 2026-06-30 |
| Quantbot Technologies LP | 4,860 | $39,415 | New position | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 3,778 | $35,475 | Unchanged | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 4,048 | $32,829 | ▲ +1,086 | 0.00% | 2026-06-30 |
| Legal & General Group Plc | 3,733 | $30,275 | ▲ +514 | 0.00% | 2026-06-30 |
| HHM Wealth Advisors, LLC | 3,500 | $28,385 | Unchanged | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 3,348 | $27,152 | ▼ -2,705 | 0.00% | 2026-06-30 |
| Ameritas Investment Partners, Inc. | 3,320 | $26,925 | Unchanged | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 2,663 | $21,594 | New position | 0.00% | 2026-06-30 |
| NFC Investments, LLC | 2,066,711 | $16,761 | ▼ -1,463,037 | 4.26% | 2026-06-30 |
| Farther Finance Advisors, LLC | 1,880 | $15,248 | ▲ +85 | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 1,859 | $15,000 | ▲ +242 | 0.00% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 1,700 | $13,787 | ▼ -2,231 | 0.00% | 2026-06-30 |
| Allworth Financial LP | 1,302 | $10,560 | ▲ +1,043 | 0.00% | 2026-06-30 |
| SIGNATUREFD, LLC | 1,271 | $10,308 | New position | 0.00% | 2026-06-30 |
| Versant Capital Management, Inc | 1,163 | $9,432 | Unchanged | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 1,010 | $8,191 | ▼ -700 | 0.00% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,000 | $8,110 | Unchanged | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 964 | $7,817 | ▲ +259 | 0.00% | 2026-06-30 |
| GAMMA Investing LLC | 672 | $5,450 | Unchanged | 0.00% | 2026-06-30 |
| Essential Partners LLC | 590 | $4,785 | ▼ -379 | 0.00% | 2026-06-30 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 517 | $4,193 | ▼ -1,433 | 0.00% | 2026-06-30 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 500 | $3,770 | Unchanged | 0.00% | 2026-06-30 |
| Blue Trust, Inc. | 394 | $3,195 | Unchanged | 0.00% | 2026-06-30 |
| Aster Capital Management (DIFC) Ltd | 373 | $3,025 | New position | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 367 | $2,976 | ▲ +309 | 0.00% | 2026-06-30 |
| HRT FINANCIAL LP | 363,695 | $2,949 | ▲ +228,387 | 0.01% | 2026-06-30 |
| Parallel Advisors, LLC | 280 | $2,271 | Unchanged | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 267 | $2,165 | ▲ +247 | 0.00% | 2026-06-30 |
| SJS Investment Consulting Inc. | 170 | $1,379 | ▲ +165 | 0.00% | 2026-06-30 |
| Sterling Capital Management LLC | 168 | $1,362 | ▼ -66 | 0.00% | 2026-06-30 |
| True Wealth Design, LLC | 125 | $1,014 | ▲ +117 | 0.00% | 2026-06-30 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 69,920 | $568 | ▲ +4,790 | 0.00% | 2026-06-30 |
| Clearstead Advisors, LLC | 48 | $391 | New position | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 35 | $284 | ▼ -8 | 0.00% | 2026-06-30 |
| Fortitude Family Office, LLC | 25 | $203 | New position | 0.00% | 2026-06-30 |
| Transamerica Financial Advisors, LLC | 25 | $202 | Unchanged | 0.00% | 2026-06-30 |
| LATHROP INVESTMENT MANAGEMENT CO | 23,615 | $192 | Unchanged | 0.03% | 2026-06-30 |
| Hughes Financial Services, LLC | 23 | $187 | New position | 0.00% | 2026-06-30 |
| Virtu Financial LLC | 22,376 | $181 | New position | 0.01% | 2026-06-30 |
| NATIONAL BANK OF CANADA /FI/ | 17 | $138 | New position | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 13 | $105 | ▼ -55 | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 11 | $89 | ▲ +10 | 0.00% | 2026-06-30 |
| SG Americas Securities, LLC | 10,354 | $84 | New position | 0.00% | 2026-06-30 |
| JPL Wealth Management, LLC | 9 | $73 | New position | 0.00% | 2026-06-30 |
| State of Alaska, Department of Revenue | 3,491 | $28 | Unchanged | 0.00% | 2026-06-30 |
| BESSEMER GROUP INC | 25 | $0 | New position | 0.00% | 2026-06-30 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | $0 | Unchanged | 0.00% | 2026-06-30 |
| West Financial Advisors, LLC | 31 | $0 | Unchanged | 0.00% | 2026-06-30 |
| Covestor Ltd | 44 | $0 | ▲ +22 | 0.00% | 2026-06-30 |
| CastleKnight Management LP | 0 | $0 | Sold out | 2026-06-30 | |
| Krilogy Financial LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Private Capital Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Alberta Investment Management Corp | 0 | $0 | Sold out | 2026-06-30 | |
| Commerce Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Modera Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Hexagon Capital Partners LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Hudson Bay Capital Management LP | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Optiver Holding B.V. | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 |