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About 93.91% of TWFG shares are held by financial institutions. CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD is the top corporate investor, holding 3 shares valued at $55.00. A 0% stake in TWFG, Inc. Common Stock is owned by the company. CITIGROUP INC owns 2.07K shares valued at $38.03K, which translates its holding of 0.01% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Mar 31, 2026 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 0% | 3 | 55 | 3 | +100.00% |
| Mar 31, 2026 | CITIGROUP INC | 0.01% | 2.07K | 38.03K | -4.31K | -67.56% |
| Mar 31, 2026 | QUADRANT CAPITAL GROUP LLC | 0.02% | 2.36K | 43.28K | 0 | 0 |
| Mar 31, 2026 | EMERALD MUTUAL FUND ADVISERS TRUST | 0.03% | 4.9K | 90.11K | 0 | 0 |
| Mar 31, 2026 | VANGUARD GLOBAL ADVISERS, LLC | 0.04% | 5.91K | 108.63K | 5.91K | +100.00% |
| Mar 31, 2026 | QUANTBOT TECHNOLOGIES LP | 0.05% | 7.11K | 130.7K | 7.11K | +100.00% |
| Mar 31, 2026 | AMERICANA PARTNERS, LLC | 0.07% | 10K | 183.9K | 10K | +100.00% |
| Mar 31, 2026 | FRANKLIN RESOURCES INC | 0.07% | 10K | 183.9K | 0 | 0 |
| Mar 31, 2026 | CENTIVA CAPITAL, LP | 0.07% | 10.95K | 201.37K | 10.95K | +100.00% |
| Mar 31, 2026 | SEI INVESTMENTS CO | 0.08% | 12.47K | 229.38K | -167 | -1.32% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 0.09% | 13.06K | 240.14K | -2.17K | -14.27% |
| Mar 31, 2026 | BANK OF NEW YORK MELLON CORP | 0.1% | 14.69K | 270.17K | 2.46K | +20.10% |
| Mar 31, 2026 | SYMPHONY FINANCIAL, LTD. CO. | 0.1% | 15.41K | 285.65K | 15.41K | +100.00% |
| Mar 31, 2026 | 1832 ASSET MANAGEMENT L.P. | 0.11% | 16.96K | 311.93K | 1.59K | +10.34% |
| Mar 31, 2026 | CAPITAL INTERNATIONAL INVESTORS | 7.1% | 1.07M | 19.6M | 107.24K | +11.19% |
| Mar 31, 2026 | BLACKROCK, INC. | 1.25% | 187.34K | 3.45M | 0 | 0 |
| Mar 31, 2026 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.2% | 29.4K | 540.59K | 13.14K | +80.88% |
| Mar 31, 2026 | GIVERNY CAPITAL INC. | 3.68% | 552.11K | 10.15M | 220.6K | +66.54% |
| Mar 31, 2026 | BAMCO INC /NY/ | 7.56% | 1.14M | 20.87M | 180.64K | +18.93% |
| Mar 31, 2026 | MANGROVE PARTNERS | 0.15% | 22.5K | 413.74K | 22.5K | +100.00% |
| Mar 31, 2026 | AXQ CAPITAL, LP | 0.19% | 28.35K | 521.41K | 28.35K | +100.00% |
| Mar 31, 2026 | TREXQUANT INVESTMENT LP | 0.25% | 37.38K | 687.4K | 37.38K | +100.00% |
| Mar 31, 2026 | NORTHERN TRUST CORP | 0.27% | 40.13K | 738.01K | -21.53K | -34.92% |
| Mar 31, 2026 | TD ASSET MANAGEMENT INC | 0.27% | 40.21K | 739.43K | -27.5K | -40.61% |
| Mar 31, 2026 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.27% | 40.46K | 745K | 7.44K | +22.54% |
| Mar 31, 2026 | HRT FINANCIAL LP | 0.3% | 45.56K | 837K | 45.56K | +100.00% |
| Mar 31, 2026 | JUMP FINANCIAL, LLC | 0.16% | 23.57K | 433.51K | 23.57K | +100.00% |
| Mar 31, 2026 | SCHONFELD STRATEGIC ADVISORS LLC | 0.33% | 49.7K | 913.96K | 22.85K | +85.11% |
| Mar 31, 2026 | POINT72 ASSET MANAGEMENT, L.P. | 0.43% | 64.67K | 1.19M | 64.67K | +100.00% |
| Mar 31, 2026 | XTX TOPCO LTD | 0.3% | 45.79K | 842.01K | 45.79K | +100.00% |
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 0.36% | 54.11K | 995.1K | 11.42K | +26.74% |
| Mar 31, 2026 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.4% | 59.91K | 1.1M | 59.91K | +100.00% |
| Mar 31, 2026 | DIMENSIONAL FUND ADVISORS LP | 0.45% | 67.61K | 1.24M | 67.61K | +100.00% |
| Mar 31, 2026 | VICTORY CAPITAL MANAGEMENT INC | 0.48% | 71.91K | 1.32M | -8.43K | -10.49% |
| Mar 31, 2026 | BRASADA CAPITAL MANAGEMENT, LP | 0.48% | 72.1K | 1.34M | -88.69K | -55.16% |
| Mar 31, 2026 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.49% | 72.94K | 1.34M | 45.5K | +165.84% |
| Mar 31, 2026 | UBS GROUP AG | 0.55% | 82.19K | 1.51M | 36.27K | +79.01% |
| Mar 31, 2026 | CITADEL ADVISORS LLC | 0.73% | 109.5K | 2.01M | 109.5K | +100.00% |
| Mar 31, 2026 | MORGAN STANLEY | 0.74% | 111.53K | 2.05M | 75.32K | +208.06% |
| Mar 31, 2026 | RENAISSANCE TECHNOLOGIES LLC | 0.79% | 118.33K | 2.18M | 79.13K | +201.85% |
| Mar 31, 2026 | GOLDMAN SACHS GROUP INC | 0.82% | 122.83K | 2.26M | 69.53K | +130.44% |
| Mar 31, 2026 | GILLSON CAPITAL LP | 0.86% | 128.67K | 2.37M | -40.4K | -23.90% |
| Mar 31, 2026 | FMR LLC | 1.01% | 151.28K | 2.78M | -913.82K | -85.80% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 1.13% | 169.01K | 3.11M | 169.01K | +100.00% |
| Mar 31, 2026 | BALYASNY ASSET MANAGEMENT L.P. | 1.13% | 170.18K | 3.13M | 160.29K | +1,620.75% |
| Mar 31, 2026 | ASCENT GROUP, LLC | 1.16% | 174.44K | 3.21M | 72.04K | +70.35% |
| Mar 31, 2026 | GEODE CAPITAL MANAGEMENT, LLC | 1.21% | 182.09K | 3.35M | -54.07K | -22.89% |
| Mar 31, 2026 | TWO SIGMA INVESTMENTS, LP | 1.37% | 205.21K | 3.77M | 172.3K | +523.48% |
| Mar 31, 2026 | ALYESKA INVESTMENT GROUP, L.P. | 1.44% | 215.78K | 3.97M | 0 | 0 |
| Mar 31, 2026 | MARSHALL WACE, LLP | 1.78% | 266.83K | 4.91M | 266.83K | +100.00% |
| Mar 31, 2026 | NUVEEN, LLC | 3.3% | 495.09K | 9.1M | 0 | 0 |
| Mar 31, 2026 | CENTRAL SECURITIES CORP | 3.33% | 500K | 9.2M | 25K | +5.26% |
| Mar 31, 2026 | RIVERBRIDGE PARTNERS LLC | 3.66% | 549.61K | 10.11M | -44.13K | -7.43% |
| Mar 31, 2026 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 13.98% | 2.1M | 38.61M | -748.42K | -26.28% |
| Mar 31, 2026 | STATE STREET CORP | 0.44% | 66.57K | 1.22M | 2.2K | +3.42% |
| Mar 31, 2026 | VANGUARD FIDUCIARY TRUST CO | 0.55% | 81.98K | 1.51M | 81.98K | +100.00% |
| Mar 31, 2026 | MAGNETAR FINANCIAL LLC | 0.14% | 21.68K | 398.75K | 21.68K | +100.00% |
| Mar 31, 2026 | 0.13% | 19.93K | 366.57K | 7.99K | +66.92% | |
| Mar 31, 2026 | TUDOR INVESTMENT CORP ET AL | 0.19% | 29.17K | 536.34K | 29.17K | +100.00% |
| Mar 31, 2026 | MILLENNIUM MANAGEMENT LLC | 0.71% | 106.91K | 1.97M | 98.63K | +1,191.92% |
| Mar 31, 2026 | GILDER GAGNON HOWE & CO LLC | 1.49% | 223.64K | 4.11M | -14.88K | -6.24% |
| Mar 31, 2026 | ROYCE & ASSOCIATES LP | 0% | 0 | - | -57.02K | -100.00% |
| Mar 31, 2026 | BLAIR WILLIAM & CO/IL | 0% | 0 | - | -19.9K | -100.00% |
| Mar 31, 2026 | LORD, ABBETT & CO. LLC | 0% | 0 | - | -255.76K | -100.00% |
| Mar 31, 2026 | SRS CAPITAL ADVISORS, INC. | 0% | 3 | 55 | 3 | +100.00% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 0.2% | 29.58K | 543.88K | -2.45K | -7.65% |
| Mar 31, 2026 | PARALLEL ADVISORS, LLC | 0% | 79 | 1.45K | 79 | +100.00% |
| Mar 31, 2026 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0% | 100 | 1.79K | 0 | 0 |
| Mar 31, 2026 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0% | 135 | 2.48K | 0 | 0 |
| Mar 31, 2026 | FARTHER FINANCE ADVISORS, LLC | 0% | 313 | 5.61K | -24 | -7.12% |
| Mar 31, 2026 | STATE OF WISCONSIN INVESTMENT BOARD | 0.16% | 23.32K | 428.91K | -2.32K | -9.04% |
| Mar 31, 2026 | CWM, LLC | 0% | 703 | 12.93K | 0 | 0 |
| Mar 31, 2026 | PNC FINANCIAL SERVICES GROUP, INC. | 0.01% | 793 | 14.58K | 0 | 0 |
| Mar 31, 2026 | FIFTH THIRD BANCORP | 0.01% | 896 | 16.48K | 0 | 0 |
| Mar 31, 2026 | ACADIAN ASSET MANAGEMENT LLC | 0.01% | 1.16K | 21K | 0 | 0 |
| Mar 31, 2026 | BNP PARIBAS ARBITRAGE, SNC | 0.01% | 1.16K | 21.26K | 1.16K | +100.00% |
| Mar 31, 2026 | RUSSELL INVESTMENTS GROUP, LTD. | 0.01% | 1.76K | 32.37K | 339 | +23.86% |
| Dec 31, 2025 | ACADIAN ASSET MANAGEMENT LLC | 0.01% | 1.16K | 33K | -30.58K | -96.36% |
| Dec 31, 2025 | FIFTH THIRD BANCORP | 0.01% | 896 | 25.78K | 454 | +102.71% |
| Dec 31, 2025 | TWO SIGMA ADVISERS, LP | 0% | 0 | - | -65.8K | -100.00% |
| Dec 31, 2025 | BOOTHBAY FUND MANAGEMENT, LLC | 0% | 0 | - | -20K | -100.00% |
| Dec 31, 2025 | MCF ADVISORS LLC | 0% | 0 | - | -183 | -100.00% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0% | 0 | - | -25 | -100.00% |
| Dec 31, 2025 | WOODLINE PARTNERS LP | 0% | 0 | - | -58K | -100.00% |
| Dec 31, 2025 | STATE OF WYOMING | 0% | 0 | - | -5.36K | -100.00% |
| Dec 31, 2025 | EMERALD MUTUAL FUND ADVISERS TRUST | 0.03% | 4.9K | 140.97K | 0 | 0 |
| Dec 31, 2025 | CITIGROUP INC | 0.04% | 6.37K | 183.38K | 1.86K | +41.24% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.05% | 7.18K | 207K | 2.07K | +40.50% |
| Dec 31, 2025 | MILLENNIUM MANAGEMENT LLC | 0.06% | 8.28K | 238.07K | -14.54K | -63.72% |
| Dec 31, 2025 | FRANKLIN RESOURCES INC | 0.07% | 10K | 287.7K | 0 | 0 |
| Dec 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.08% | 12.23K | 351.91K | 2.8K | +29.69% |
| Dec 31, 2025 | SEI INVESTMENTS CO | 0.08% | 12.64K | 363.65K | 670 | +5.60% |
| Dec 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.57% | 236.16K | 6.8M | 16.38K | +7.45% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.1% | 15.23K | 438.2K | 15.23K | +100.00% |
| Dec 31, 2025 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.11% | 16.25K | 468K | 16.25K | +100.00% |
| Dec 31, 2025 | BLAIR WILLIAM & CO/IL | 0.13% | 19.9K | 572.41K | -8.19K | -29.15% |
| Dec 31, 2025 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.14% | 20.96K | 602.99K | -18.71K | -47.16% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.21% | 32.03K | 921.39K | 2.38K | +8.01% |
| Dec 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.22% | 32.91K | 946.94K | -106.28K | -76.35% |
| Dec 31, 2025 | AMERICAN CENTURY COMPANIES INC | 0.07% | 10.28K | 295.67K | 0 | 0 |
| Dec 31, 2025 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.08% | 11.72K | 337.3K | 11.72K | +100.00% |
| Dec 31, 2025 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 0.07% | 10.47K | 301.31K | -6.5K | -38.30% |
| Dec 31, 2025 | MORGAN STANLEY | 0.24% | 36.2K | 1.04M | -33.79K | -48.28% |
| Dec 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.26% | 39.2K | 1.13M | 2.9K | +7.99% |
| Dec 31, 2025 | BAMCO INC /NY/ | 6.36% | 954.46K | 27.46M | 335 | +0.04% |
| Dec 31, 2025 | ALYESKA INVESTMENT GROUP, L.P. | 1.44% | 215.78K | 6.21M | 0 | 0 |
| Dec 31, 2025 | 1832 ASSET MANAGEMENT L.P. | 0.1% | 15.37K | 442.28K | -1.29K | -7.74% |
| Dec 31, 2025 | CWM, LLC | 0% | 703 | 20K | 0 | 0 |
| Dec 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 337 | 9.7K | 337 | +100.00% |
| Dec 31, 2025 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0% | 135 | 3.88K | 0 | 0 |
| Dec 31, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 100 | 2.88K | 100 | +100.00% |
| Dec 31, 2025 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0% | 100 | 2.88K | 100 | +100.00% |
| Dec 31, 2025 | GAMMA INVESTING LLC | 0% | 9 | 259 | 9 | +100.00% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.28% | 42.7K | 1.23M | 12.52K | +41.47% |
| Dec 31, 2025 | UBS GROUP AG | 0.31% | 45.91K | 1.32M | -260 | -0.56% |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 0.36% | 53.3K | 1.53M | -41.84K | -43.97% |
| Dec 31, 2025 | ROYCE & ASSOCIATES LP | 0.38% | 57.02K | 1.64M | 2 | 0.00% |
| Dec 31, 2025 | STATE STREET CORP | 0.43% | 64.37K | 1.85M | 3.75K | +6.19% |
| Dec 31, 2025 | TD ASSET MANAGEMENT INC | 0.45% | 67.7K | 1.95M | 5.34K | +8.57% |
| Dec 31, 2025 | ASCENT GROUP, LLC | 0.68% | 102.4K | 2.95M | 12K | +13.27% |
| Dec 31, 2025 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 0.78% | 116.35K | 3.35M | 11.04K | +10.48% |
| Dec 31, 2025 | BLACKROCK, INC. | 1.25% | 187.34K | 5.39M | 0 | 0 |
| Dec 31, 2025 | GIVERNY CAPITAL INC. | 2.21% | 331.51K | 9.54M | 31.19K | +10.39% |
| Dec 31, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0.07% | 9.89K | 284.54K | 9.89K | +100.00% |
| Dec 31, 2025 | RIVERBRIDGE PARTNERS LLC | 3.96% | 593.74K | 17.08M | 51.08K | +9.41% |
| Dec 31, 2025 | VANGUARD GROUP INC | 4.36% | 654.63K | 18.83M | 14.92K | +2.33% |
| Dec 31, 2025 | CAPITAL INTERNATIONAL INVESTORS | 6.39% | 958.49K | 27.58M | 511.47K | +114.42% |
| Dec 31, 2025 | QUANTBOT TECHNOLOGIES LP | 0% | 0 | - | -4K | -100.00% |
| Dec 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0% | 0 | - | -544 | -100.00% |
| Dec 31, 2025 | NEXT CENTURY GROWTH INVESTORS LLC | 0% | 0 | - | -143.34K | -100.00% |
| Dec 31, 2025 | BARCLAYS PLC | 0% | 1 | 29K | 1 | +100.00% |
| Dec 31, 2025 | 0.08% | 11.94K | 343.57K | 2.34K | +24.41% | |
| Dec 31, 2025 | SEVEN GRAND MANAGERS, LLC | 0% | 0 | - | -50K | -100.00% |
| Dec 31, 2025 | CENTRAL SECURITIES CORP | 3.17% | 475K | 13.67M | 25K | +5.56% |
| Dec 31, 2025 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 18.98% | 2.85M | 81.93M | 26.74K | +0.95% |
| Dec 31, 2025 | ALLIANCEBERNSTEIN L.P. | 7.21% | 1.08M | 31.11M | -56.6K | -4.97% |
| Dec 31, 2025 | FMR LLC | 7.1% | 1.07M | 30.64M | -25.51K | -2.34% |
| Dec 31, 2025 | LORD, ABBETT & CO. LLC | 1.7% | 255.76K | 7.36M | 164.36K | +179.80% |
| Dec 31, 2025 | GILDER GAGNON HOWE & CO LLC | 1.59% | 238.52K | 6.86M | -1.49K | -0.62% |
| Dec 31, 2025 | GILLSON CAPITAL LP | 1.13% | 169.07K | 4.86M | 21.57K | +14.62% |
| Dec 31, 2025 | BRASADA CAPITAL MANAGEMENT, LP | 1.07% | 160.79K | 4.5M | -8.63K | -5.09% |
| Dec 31, 2025 | VICTORY CAPITAL MANAGEMENT INC | 0.54% | 80.34K | 2.31M | -271.14K | -77.14% |
| Dec 31, 2025 | NORTHERN TRUST CORP | 0.41% | 61.66K | 1.77M | 7.81K | +14.50% |
| Dec 31, 2025 | GHISALLO CAPITAL MANAGEMENT LLC | 0.33% | 50K | 1.44M | -50K | -50.00% |
| Dec 31, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.22% | 33.02K | 950K | 1.8K | +5.77% |
| Dec 31, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.18% | 27.44K | 789.33K | -25.26K | -47.93% |
| Dec 31, 2025 | SCHONFELD STRATEGIC ADVISORS LLC | 0.18% | 26.85K | 772.42K | 12.91K | +92.65% |
| Dec 31, 2025 | STATE OF WISCONSIN INVESTMENT BOARD | 0.17% | 25.64K | 737.69K | 3.03K | +13.41% |
| Dec 31, 2025 | NUVEEN, LLC | 3.3% | 495.09K | 14.24M | 0 | 0 |
| Dec 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.01% | 793 | 22.82K | 16 | +2.06% |
| Dec 31, 2025 | US BANCORP \DE\ | 0.01% | 1.26K | 36.16K | -62 | -4.70% |
| Dec 31, 2025 | QUADRANT CAPITAL GROUP LLC | 0.02% | 2.36K | 67.81K | 2.36K | +100.00% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0% | 0 | - | -6.9K | -100.00% |
| Sep 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.24% | 36.3K | 996.07K | -42.7K | -54.05% |
| Sep 30, 2025 | TWO SIGMA ADVISERS, LP | 0.44% | 65.8K | 1.81M | 15.1K | +29.78% |
| Sep 30, 2025 | UBS GROUP AG | 0.31% | 46.17K | 1.27M | 16.66K | +56.44% |
| Sep 30, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.21% | 31.22K | 857K | 3.17K | +11.31% |
| Sep 30, 2025 | GHISALLO CAPITAL MANAGEMENT LLC | 0.67% | 100K | 2.74M | 0 | 0 |
| Sep 30, 2025 | SCHONFELD STRATEGIC ADVISORS LLC | 0.09% | 13.94K | 382.4K | 970 | +7.48% |
| Sep 30, 2025 | SEVEN GRAND MANAGERS, LLC | 0.34% | 50K | 1.37M | 10K | +25.00% |
| Sep 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.15% | 22.81K | 625.93K | -91.26K | -80.00% |
| Sep 30, 2025 | BOOTHBAY FUND MANAGEMENT, LLC | 0.13% | 20K | 548.8K | -21.33K | -51.61% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.64% | 95.14K | 2.61M | 27.35K | +40.35% |
| Sep 30, 2025 | LORD, ABBETT & CO. LLC | 0.61% | 91.41K | 2.51M | -154.1K | -62.77% |
| Sep 30, 2025 | ASCENT GROUP, LLC | 0.61% | 90.4K | 2.48M | 41.86K | +86.22% |
| Sep 30, 2025 | TD ASSET MANAGEMENT INC | 0.42% | 62.36K | 1.71M | 4.97K | +8.66% |
| Sep 30, 2025 | WOODLINE PARTNERS LP | 0.39% | 58K | 1.59M | 58K | +100.00% |
| Sep 30, 2025 | ROYCE & ASSOCIATES LP | 0.38% | 57.02K | 1.56M | 0 | 0 |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.36% | 53.85K | 1.48M | 2.65K | +5.17% |
| Sep 30, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.35% | 52.69K | 1.45M | -26.22K | -33.22% |
| Sep 30, 2025 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.27% | 39.67K | 1.09M | -8.67K | -17.94% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.2% | 30.18K | 828.14K | -20.44K | -40.38% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.2% | 29.65K | 813.6K | 29.15K | +5,830.00% |
| Sep 30, 2025 | BLAIR WILLIAM & CO/IL | 0.19% | 28.08K | 770.57K | -405 | -1.42% |
| Sep 30, 2025 | 1832 ASSET MANAGEMENT L.P. | 0.11% | 16.66K | 457.23K | 1.6K | +10.62% |
| Sep 30, 2025 | SEI INVESTMENTS CO | 0.08% | 11.97K | 328.46K | 2.66K | +28.57% |
| Sep 30, 2025 | MORGAN STANLEY | 0.47% | 69.99K | 1.92M | -4.31K | -5.80% |
| Sep 30, 2025 | STATE STREET CORP | 0.41% | 60.62K | 1.66M | 5K | +8.99% |
| Sep 30, 2025 | ACADIAN ASSET MANAGEMENT LLC | 0.21% | 31.73K | 868K | -40.01K | -55.77% |
| Sep 30, 2025 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 0.11% | 16.98K | 465.79K | 16.98K | +100.00% |
| Sep 30, 2025 | AMERICAN CENTURY COMPANIES INC | 0.07% | 10.28K | 282K | 10.28K | +100.00% |
| Sep 30, 2025 | STATE OF WISCONSIN INVESTMENT BOARD | 0.15% | 22.61K | 620.42K | 0 | 0 |
| Sep 30, 2025 | 0.06% | 9.6K | 263.4K | 9.6K | +100.00% | |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.06% | 9.43K | 258.81K | 9.43K | +100.00% |
| Sep 30, 2025 | STATE OF WYOMING | 0.04% | 5.36K | 146.94K | 167 | +3.22% |
| Sep 30, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.03% | 5.17K | 141.81K | 5.17K | +100.00% |
| Sep 30, 2025 | EMERALD MUTUAL FUND ADVISERS TRUST | 0.03% | 4.9K | 134.46K | 0 | 0 |
| Sep 30, 2025 | CITIGROUP INC | 0.03% | 4.51K | 123.84K | 4.51K | +100.00% |
| Sep 30, 2025 | QUANTBOT TECHNOLOGIES LP | 0.03% | 4K | 109.84K | -50 | -1.23% |
| Sep 30, 2025 | US BANCORP \DE\ | 0.01% | 1.32K | 36.19K | -231 | -14.90% |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.01% | 777 | 21.32K | 130 | +20.09% |
| Sep 30, 2025 | CWM, LLC | 0% | 703 | 19K | -297 | -29.70% |
| Sep 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0% | 544 | 14.93K | -17.81K | -97.04% |
| Sep 30, 2025 | FIFTH THIRD BANCORP | 0% | 442 | 12.13K | 13 | +3.03% |
| Sep 30, 2025 | MCF ADVISORS LLC | 0% | 183 | 5.02K | 0 | 0 |
| Sep 30, 2025 | ASTER CAPITAL MANAGEMENT (DIFC) LTD | 0% | 166 | 4.56K | 166 | +100.00% |
| Sep 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0% | 0 | - | -5.8K | -100.00% |
| Sep 30, 2025 | MARSHALL WACE, LLP | 0% | 0 | - | -128.68K | -100.00% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0% | 0 | - | -31.84K | -100.00% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0% | 0 | - | -9.76K | -100.00% |
| Sep 30, 2025 | ISLAY CAPITAL MANAGEMENT, LLC | 0% | 0 | - | -10 | -100.00% |
| Sep 30, 2025 | SYMPHONY FINANCIAL, LTD. CO. | 0% | 0 | - | -6.05K | -100.00% |
| Sep 30, 2025 | PARK PLACE CAPITAL CORP | 0% | 0 | - | -98 | -100.00% |
| Sep 30, 2025 | FRANKLIN RESOURCES INC | 0.07% | 10K | 274.4K | 0 | 0 |
| Sep 30, 2025 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 18.93% | 2.82M | 77.41M | 365.61K | +14.89% |
| Sep 30, 2025 | ALLIANCEBERNSTEIN L.P. | 7.64% | 1.14M | 31.23M | -35K | -2.98% |
| Sep 30, 2025 | FMR LLC | 7.32% | 1.09M | 29.93M | 122.55K | +12.66% |
| Sep 30, 2025 | BAMCO INC /NY/ | 6.4% | 954.13K | 26.18M | 52.07K | +5.77% |
| Sep 30, 2025 | VANGUARD GROUP INC | 4.29% | 639.71K | 17.55M | 19.72K | +3.18% |
| Sep 30, 2025 | RIVERBRIDGE PARTNERS LLC | 3.64% | 542.66K | 14.89M | 198.39K | +57.63% |
| Sep 30, 2025 | NUVEEN, LLC | 3.32% | 495.09K | 13.59M | -4.68K | -0.94% |
| Sep 30, 2025 | CENTRAL SECURITIES CORP | 3.02% | 450K | 12.35M | 450K | +100.00% |
| Sep 30, 2025 | CAPITAL INTERNATIONAL INVESTORS | 3% | 447.02K | 12.27M | -68.39K | -13.27% |
| Sep 30, 2025 | VICTORY CAPITAL MANAGEMENT INC | 2.36% | 351.48K | 9.64M | 128.18K | +57.40% |
| Sep 30, 2025 | GIVERNY CAPITAL INC. | 2.02% | 300.32K | 8.24M | 122.47K | +68.86% |
| Sep 30, 2025 | GILDER GAGNON HOWE & CO LLC | 1.61% | 240.01K | 6.59M | -343 | -0.14% |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.47% | 219.78K | 6.03M | 67.54K | +44.36% |
| Sep 30, 2025 | ALYESKA INVESTMENT GROUP, L.P. | 1.45% | 215.78K | 5.92M | 4.19K | +1.98% |
| Sep 30, 2025 | BLACKROCK, INC. | 1.26% | 187.34K | 5.14M | -131 | -0.07% |
| Sep 30, 2025 | BRASADA CAPITAL MANAGEMENT, LP | 1.14% | 169.42K | 4.65M | 169.42K | +100.00% |
| Sep 30, 2025 | GILLSON CAPITAL LP | 0.99% | 147.5K | 4.05M | 0 | 0 |
| Sep 30, 2025 | NEXT CENTURY GROWTH INVESTORS LLC | 0.96% | 143.34K | 3.93M | -1.06K | -0.73% |
| Sep 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0.93% | 139.19K | 3.82M | 39.66K | +39.85% |
| Sep 30, 2025 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 0.71% | 105.31K | 2.89M | 25.05K | +31.22% |
| Jun 30, 2025 | PARK PLACE CAPITAL CORP | 0% | 98 | 3.43K | 98 | +100.00% |
| Jun 30, 2025 | SCHONFELD STRATEGIC ADVISORS LLC | 0.09% | 12.97K | 453.81K | 4.82K | +59.19% |
| Jun 30, 2025 | NUVEEN, LLC | 3.35% | 499.77K | 17.49M | -1.72K | -0.34% |
| Jun 30, 2025 | 3.35% | 499.77K | 17.49M | -1.72K | -0.34% | |
| Jun 30, 2025 | VANGUARD GROUP INC | 4.16% | 619.99K | 21.7M | -1.16K | -0.19% |
| Jun 30, 2025 | BAMCO INC /NY/ | 6.05% | 902.06K | 31.57M | 34.24K | +3.95% |
| Jun 30, 2025 | FMR LLC | 6.5% | 968.07K | 33.88M | 89.57K | +10.20% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.21% | 32.03K | 1.12B | -24.84K | -43.68% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0.45% | 67.79K | 2.37B | 27.09K | +66.57% |
| Jun 30, 2025 | MORGAN STANLEY | 0.5% | 74.31K | 2.6B | -19.67K | -20.93% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.34% | 51.2K | 1.79M | 19.04K | +59.21% |
| Jun 30, 2025 | TUDOR INVESTMENT CORP ET AL | 0.52% | 78.16K | 2.74M | 7.44K | +10.52% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0% | 500 | 17.5K | 500 | +100.00% |
| Jun 30, 2025 | QUANTBOT TECHNOLOGIES LP | 0.03% | 4.05K | 141.86K | 1.4K | +52.48% |
| Jun 30, 2025 | EMERALD MUTUAL FUND ADVISERS TRUST | 0.03% | 4.9K | 171.5K | 0 | 0 |
| Jun 30, 2025 | STATE OF WYOMING | 0.03% | 5.19K | 181.58K | 1.54K | +42.02% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.04% | 5.67K | 199K | 4.31K | +316.54% |
| Jun 30, 2025 | SYMPHONY FINANCIAL, LTD. CO. | 0.04% | 6.05K | 208.72K | 6.05K | +100.00% |
| Jun 30, 2025 | MAN GROUP PLC | 0.04% | 6.37K | 222.99K | 6.37K | +100.00% |
| Jun 30, 2025 | VIRTU FINANCIAL LLC | 0.04% | 6.52K | 228K | 6.52K | +100.00% |
| Jun 30, 2025 | GRAHAM CAPITAL MANAGEMENT, L.P. | 0.05% | 7.64K | 267.23K | -2.41K | -23.98% |
| Jun 30, 2025 | D. E. SHAW & CO., INC. | 0.06% | 8.42K | 294.6M | 8.42K | +100.00% |
| Jun 30, 2025 | XTX TOPCO LTD | 0.1% | 14.9K | 521.47K | 14.9K | +100.00% |
| Jun 30, 2025 | NEXT CENTURY GROWTH INVESTORS LLC | 0.97% | 144.4K | 5.05M | 36.66K | +34.03% |
| Jun 30, 2025 | ALLIANCEBERNSTEIN L.P. | 7.87% | 1.17M | 41.05B | 2.61K | +0.22% |
| Jun 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.77% | 114.07K | 3.99M | 58.25K | +104.34% |
| Jun 30, 2025 | BLACKROCK, INC. | 1.26% | 187.47K | 6.56M | 4.63K | +2.53% |
| Jun 30, 2025 | ALBERTA INVESTMENT MANAGEMENT CORP | 0% | 0 | - | -103.7K | -100.00% |
| Jun 30, 2025 | AMERICAN CENTURY COMPANIES INC | 0% | 0 | - | -420.88K | -100.00% |
| Jun 30, 2025 | ISLAY CAPITAL MANAGEMENT, LLC | 0% | 10 | 350 | 10 | +100.00% |
| Jun 30, 2025 | MCF ADVISORS LLC | 0% | 183 | 6.41K | 50 | +37.59% |
| Jun 30, 2025 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 16.47% | 2.46M | 85.94M | 466.7K | +23.47% |
| Jun 30, 2025 | ROYCE & ASSOCIATES LP | 0.38% | 57.02K | 2M | 0 | 0 |
| Jun 30, 2025 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 0.54% | 80.26K | 2.81M | 80.26K | +100.00% |
| Jun 30, 2025 | GIVERNY CAPITAL INC. | 1.19% | 177.85K | 6.22M | 177.85K | +100.00% |
| Jun 30, 2025 | GILDER GAGNON HOWE & CO LLC | 1.61% | 240.36K | 8.41M | -1.7K | -0.70% |
| Jun 30, 2025 | LORD, ABBETT & CO. LLC | 1.65% | 245.51K | 8.59M | 157.06K | +177.57% |
| Jun 30, 2025 | RIVERBRIDGE PARTNERS LLC | 2.31% | 344.27K | 12.05M | 344.27K | +100.00% |
| Jun 30, 2025 | DRIEHAUS CAPITAL MANAGEMENT LLC | 2.53% | 377.14K | 13.2M | -2.36K | -0.62% |
| Jun 30, 2025 | CAPITAL INTERNATIONAL INVESTORS | 3.46% | 515.41K | 18.04M | -363.4K | -41.35% |
| Jun 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.12% | 18.35K | 642.36K | 10.87K | +145.23% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.21% | 31.84K | 1.11M | 1.11K | +3.61% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.23% | 34.83K | 1.22M | 34.83K | +100.00% |
| Jun 30, 2025 | SEVEN GRAND MANAGERS, LLC | 0.27% | 40K | 1.4M | 10K | +33.33% |
| Jun 30, 2025 | BOOTHBAY FUND MANAGEMENT, LLC | 0.28% | 41.33K | 1.45M | 28.63K | +225.46% |
| Jun 30, 2025 | ASCENT GROUP, LLC | 0.33% | 48.55K | 1.7M | 4.66K | +10.63% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.34% | 50.62K | 1.77M | 37.55K | +287.22% |
| Jun 30, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.53% | 78.91K | 2.76M | 95 | +0.12% |
| Jun 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0.67% | 99.53K | 3.48M | 16.25K | +19.51% |
| Jun 30, 2025 | MARSHALL WACE, LLP | 0.86% | 128.68K | 4.5M | -23.21K | -15.28% |
| Jun 30, 2025 | GILLSON CAPITAL LP | 0.99% | 147.5K | 5.16M | 1 | 0.00% |
| Jun 30, 2025 | HRT FINANCIAL LP | 0.08% | 11.41K | 399K | 11.41K | +100.00% |
| Jun 30, 2025 | PDT PARTNERS, LLC | 0.09% | 14.06K | 492K | -2.83K | -16.76% |
| Jun 30, 2025 | 1832 ASSET MANAGEMENT L.P. | 0.1% | 15.06K | 527.21K | -758 | -4.79% |
| Jun 30, 2025 | STATE OF WISCONSIN INVESTMENT BOARD | 0.15% | 22.61K | 791.35K | 0 | 0 |
| Jun 30, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.19% | 28.05K | 982K | -390 | -1.37% |
| Jun 30, 2025 | BLAIR WILLIAM & CO/IL | 0.19% | 28.49K | 997.05K | -2.85K | -9.09% |
| Jun 30, 2025 | UBS GROUP AG | 0.2% | 29.52K | 1.03M | -88.66K | -75.02% |
| Jun 30, 2025 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.32% | 48.34K | 1.69M | -83.59K | -63.36% |
| Jun 30, 2025 | TWO SIGMA ADVISERS, LP | 0.34% | 50.7K | 1.77M | 1.1K | +2.22% |
| Jun 30, 2025 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.36% | 53.99K | 1.89M | -42.61K | -44.11% |
| Jun 30, 2025 | STATE STREET CORP | 0.37% | 55.62K | 1.95M | 900 | +1.64% |
| Jun 30, 2025 | TD ASSET MANAGEMENT INC | 0.39% | 57.39K | 2.01M | 4.45K | +8.41% |
| Jun 30, 2025 | ACADIAN ASSET MANAGEMENT LLC | 0.48% | 71.74K | 2.51M | 3.53K | +5.17% |
| Jun 30, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0.52% | 76.87K | 2.69M | -79.28K | -50.77% |
| Jun 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.53% | 79K | 2.77M | -17.44K | -18.09% |
| Jun 30, 2025 | GHISALLO CAPITAL MANAGEMENT LLC | 0.67% | 100K | 3.5M | -20K | -16.67% |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.02% | 152.24K | 5.33M | -55.89K | -26.85% |
| Jun 30, 2025 | ALYESKA INVESTMENT GROUP, L.P. | 1.42% | 211.59K | 7.41M | -51.74K | -19.65% |
| Jun 30, 2025 | VICTORY CAPITAL MANAGEMENT INC | 1.5% | 223.3K | 7.82M | 3.81K | +1.73% |
| Mar 31, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 1.05% | 156.15K | 4.83M | 5.47K | +3.63% |
| Mar 31, 2025 | BLACKROCK, INC. | 1.23% | 182.84K | 5.65M | 173 | +0.09% |
| Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.4% | 208.13K | 6.44M | 72.23K | +53.15% |
| Mar 31, 2025 | VICTORY CAPITAL MANAGEMENT INC | 1.47% | 219.49K | 6.78M | 219.49K | +100.00% |
| Mar 31, 2025 | ALBERTA INVESTMENT MANAGEMENT CORP | 0.7% | 103.7K | 3.21M | -20.77K | -16.68% |
| Mar 31, 2025 | NEXT CENTURY GROWTH INVESTORS LLC | 0.72% | 107.74K | 3.33M | -378 | -0.35% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0.18% | 27.4K | 846.87K | 14.08K | +105.77% |
| Mar 31, 2025 | BLAIR WILLIAM & CO/IL | 0.21% | 31.34K | 968.6K | 31.34K | +100.00% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.27% | 40.7K | 1.26M | -289.71K | -87.68% |
| Mar 31, 2025 | TWO SIGMA ADVISERS, LP | 0.33% | 49.6K | 1.53M | 6.2K | +14.29% |
| Mar 31, 2025 | FREESTONE GROVE PARTNERS LP | 1.2% | 178.69K | 5.52M | -13.87K | -7.20% |
| Mar 31, 2025 | WOODLINE PARTNERS LP | 0.35% | 51.67K | 1.6M | -10.33K | -16.65% |
| Mar 31, 2025 | TD ASSET MANAGEMENT INC | 0.36% | 52.94K | 1.64M | 10.67K | +25.23% |
| Mar 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.65% | 96.44K | 2.98M | -9.86K | -9.27% |
| Mar 31, 2025 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.01% | 150K | 4.64M | 0 | 0 |
| Mar 31, 2025 | STATE OF WISCONSIN INVESTMENT BOARD | 0.15% | 22.61K | 698.88K | 492 | +2.22% |
| Mar 31, 2025 | ASCENT GROUP, LLC | 0.29% | 43.88K | 1.36M | 24.89K | +131.01% |
| Mar 31, 2025 | GHISALLO CAPITAL MANAGEMENT LLC | 0.81% | 120K | 3.71M | 0 | 0 |
| Mar 31, 2025 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.89% | 131.93K | 4.08M | 32.81K | +33.10% |
| Mar 31, 2025 | FMR LLC | 5.9% | 878.49K | 27.15M | -186.28K | -17.49% |
| Mar 31, 2025 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 13.36% | 1.99M | 61.47M | 435K | +28.00% |
| Mar 31, 2025 | PDT PARTNERS, LLC | 0.11% | 16.89K | 521.98K | 692 | +4.27% |
| Mar 31, 2025 | TREXQUANT INVESTMENT LP | 0.12% | 18.38K | 568.03K | 18.38K | +100.00% |
| Mar 31, 2025 | SEVEN GRAND MANAGERS, LLC | 0.2% | 30K | 927.3K | 0 | 0 |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.21% | 30.73K | 949.83K | -442 | -1.42% |
| Mar 31, 2025 | STATE STREET CORP | 0.37% | 54.72K | 1.69M | 950 | +1.77% |
| Mar 31, 2025 | UBS GROUP AG | 0.79% | 118.18K | 3.65M | -43.34K | -26.83% |
| Mar 31, 2025 | GILDER GAGNON HOWE & CO LLC | 1.63% | 242.06K | 7.48M | -878 | -0.36% |
| Mar 31, 2025 | ALYESKA INVESTMENT GROUP, L.P. | 1.77% | 263.32K | 8.14M | 35.36K | +15.51% |
| Mar 31, 2025 | DRIEHAUS CAPITAL MANAGEMENT LLC | 2.55% | 379.5K | 11.73M | -1.43K | -0.38% |
| Mar 31, 2025 | AMERICAN CENTURY COMPANIES INC | 2.83% | 420.88K | 13.01M | -139.09K | -24.84% |
| Mar 31, 2025 | 3.37% | 501.49K | 15.5M | 501.49K | +100.00% | |
| Mar 31, 2025 | VANGUARD GROUP INC | 4.17% | 621.15K | 19.2M | 4.25K | +0.69% |
| Mar 31, 2025 | BAMCO INC /NY/ | 5.86% | 867.82K | 26.82M | -3.84K | -0.44% |
| Mar 31, 2025 | MILLENNIUM MANAGEMENT LLC | 0.38% | 55.83K | 1.73M | -23.94K | -30.01% |
| Mar 31, 2025 | ACADIAN ASSET MANAGEMENT LLC | 0.46% | 68.21K | 2.11M | 43.54K | +176.43% |
| Mar 31, 2025 | TUDOR INVESTMENT CORP ET AL | 0.48% | 70.72K | 2.19M | -6.46K | -8.37% |
| Mar 31, 2025 | MORGAN STANLEY | 0.63% | 93.97K | 2.9M | 20.59K | +28.06% |
| Mar 31, 2025 | GILLSON CAPITAL LP | 0.99% | 147.5K | 4.56M | 8.5K | +6.11% |
| Mar 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.56% | 83.28K | 2.57M | -4.3K | -4.91% |
| Mar 31, 2025 | NORTHERN TRUST CORP | 0.22% | 32.16K | 994.13K | 7.32K | +29.45% |
| Mar 31, 2025 | LORD, ABBETT & CO. LLC | 0.59% | 88.45K | 2.73M | -345 | -0.39% |
| Mar 31, 2025 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.65% | 96.6K | 2.99M | -30.15K | -23.79% |
| Mar 31, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.53% | 78.82K | 2.44M | -13.85K | -14.95% |
| Mar 31, 2025 | MARSHALL WACE, LLP | 1.02% | 151.89K | 4.69M | -500 | -0.33% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.38% | 56.87K | 1.76M | -14.68K | -20.52% |
| Mar 31, 2025 | ROYCE & ASSOCIATES LP | 0.38% | 57.02K | 1.76M | 17 | +0.03% |
| Mar 31, 2025 | CAPITAL INTERNATIONAL INVESTORS | 5.9% | 878.81K | 27.16M | 0 | 0 |
| Mar 31, 2025 | ALLIANCEBERNSTEIN L.P. | 7.86% | 1.17M | 36.18M | 159.16K | +15.74% |
| Mar 31, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.19% | 28.44K | 879K | -12.06K | -29.78% |
Among the TWFG insiders holding of 14.83% of the stake in company, DOAK MICHAEL, director, holds the largest shares of 765.59K. BENES JULIE E., General Counsel and Secretary, is the second largest TWFG insider with ownership of 49.01K shares. BUNCH CHARLES ALEXANDER, Chief Creative & Marketing Off, stands third with possession of 72 shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| DOAK MICHAEL | director | 765.59K |
| BENES JULIE E. | General Counsel and Secretary | 49.01K |
| BUNCH CHARLES ALEXANDER | Chief Creative & Marketing Off | 72 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Jun 05, 2026 | DOAK MICHAEL | PURCHASE | 19.45 | 7.87K | 152.97K | 765.59K |
| Jun 04, 2026 | DOAK MICHAEL | PURCHASE | 19.09 | 11K | 209.99K | 757.72K |
| Jun 03, 2026 | DOAK MICHAEL | PURCHASE | 18.62 | 22.99K | 428.15K | 746.72K |
| Jun 02, 2026 | DOAK MICHAEL | PURCHASE | 19.25 | 16.5K | 317.63K | 723.73K |
| Jun 01, 2026 | DOAK MICHAEL | PURCHASE | 19.33 | 16.5K | 318.95K | 707.23K |
| May 29, 2026 | DOAK MICHAEL | PURCHASE | 18.87 | 11.33K | 213.8K | 690.73K |
| May 28, 2026 | DOAK MICHAEL | PURCHASE | 18.87 | 11K | 207.57K | 679.4K |
| May 27, 2026 | DOAK MICHAEL | PURCHASE | 18.62 | 24.88K | 463.27K | 668.4K |
| May 26, 2026 | DOAK MICHAEL | PURCHASE | 19.23 | 11K | 211.53K | 643.52K |
| May 22, 2026 | DOAK MICHAEL | PURCHASE | 18.89 | 11K | 207.79K | 632.52K |
| May 21, 2026 | DOAK MICHAEL | PURCHASE | 18.52 | 17.54K | 324.8K | 621.52K |
| May 20, 2026 | DOAK MICHAEL | PURCHASE | 18.79 | 15.75K | 295.85K | 603.98K |
| Nov 26, 2024 | BENES JULIE E. | PURCHASE | 33.53 | 950 | 31.85K | 49.01K |
| Jul 19, 2024 | BUNCH CHARLES ALEXANDER | PURCHASE | 17.00 | 72 | 1.22K | 72 |