TWFG

Institutional Ownership

Top 100 Institutional Holders
HolderSharesDateChange% Held
BAMCO INC /NY/1.14MJun 30, 26-88.81%
FRANKLIN RESOURCES INC781.91KJun 30, 26+771.91K6.07%
T. Rowe Price Investment Management, Inc.753.68KJun 30, 26-1.35M5.85%
Giverny Capital Inc.652.45KJun 30, 26+100.34K5.07%
CENTRAL SECURITIES CORP500.00KJun 30, 26--3.88%
VANGUARD CAPITAL MANAGEMENT LLC489.24KJun 30, 26-81.29K3.80%
MARSHALL WACE, LLP408.73KJun 30, 26+141.90K3.17%
TWO SIGMA INVESTMENTS, LP372.37KJun 30, 26+167.15K2.89%
JANE STREET GROUP, LLC353.22KJun 30, 26+184.21K2.74%
RIVERBRIDGE PARTNERS LLC332.66KJun 30, 26-216.96K2.58%
BlackRock, Inc.222.38KJun 30, 26+35.04K1.73%
GILDER GAGNON HOWE & CO LLC221.18KJun 30, 26-2.46K1.72%
Alyeska Investment Group, L.P.215.78KJun 30, 26--1.68%
CITADEL ADVISORS LLC214.59KJun 30, 26+105.09K1.67%
Ascent Group, LLC212.31KJun 30, 26+37.87K1.65%
GEODE CAPITAL MANAGEMENT, LLC174.21KJun 30, 26-7.88K1.35%
RENAISSANCE TECHNOLOGIES LLC149.90KJun 30, 26+31.57K1.16%
Gillson Capital LP148.66KJun 30, 26+20.00K1.15%
Point72 Asset Management, L.P.135.14KJun 30, 26+70.47K1.05%
MORGAN STANLEY127.88KJun 30, 26+16.35K0.99%
GOLDMAN SACHS GROUP INC114.68KJun 30, 26-8.15K0.89%
TUDOR INVESTMENT CORP ET AL102.59KJun 30, 26+73.43K0.80%
DIMENSIONAL FUND ADVISORS LP93.73KJun 30, 26+26.12K0.73%
Trexquant Investment LP87.37KJun 30, 26+49.99K0.68%
BANK OF AMERICA CORP /DE/84.57KJun 30, 26+30.46K0.66%
VICTORY CAPITAL MANAGEMENT INC82.67KJun 30, 26+10.77K0.64%
VANGUARD FIDUCIARY TRUST CO82.55KJun 30, 26+5710.64%
Qube Research & Technologies Ltd68.45KJun 30, 26-4.49K0.53%
XTX Topco Ltd67.44KJun 30, 26+21.65K0.52%
STATE STREET CORP66.57KJun 30, 26--0.52%
Schonfeld Strategic Advisors LLC61.73KJun 30, 26+12.03K0.48%
MILLENNIUM MANAGEMENT LLC60.05KJun 30, 26-46.86K0.47%
PRICE T ROWE ASSOCIATES INC /MD/45.06KJun 30, 26+4.61K0.35%
UBS Group AG43.70KJun 30, 26-38.49K0.34%
Symphony Financial, Ltd. Co.39.09KJun 30, 26+23.68K0.30%
RAYMOND JAMES FINANCIAL INC31.35KJun 30, 26+1.77K0.24%
NORTHERN TRUST CORP31.12KJun 30, 26-9.02K0.24%
Quantbot Technologies LP28.53KJun 30, 26+21.43K0.22%
Dynamic Technology Lab Private Ltd28.40KJun 30, 26-9920.22%
D. E. Shaw & Co., Inc.28.18KJun 30, 26+28.18K0.22%
BLALOCK WILLIAMS, LLC22.91KJun 30, 26+2.98K0.18%
STATE OF WISCONSIN INVESTMENT BOARD21.01KJun 30, 26-2.31K0.16%
BRASADA CAPITAL MANAGEMENT, LP19.42KJun 30, 26-52.68K0.15%
Centiva Capital, LP18.56KJun 30, 26+7.61K0.14%
ENVESTNET ASSET MANAGEMENT INC16.14KJun 30, 26+3.09K0.13%
MANGROVE PARTNERS15.09KJun 30, 26-7.41K0.12%
Dockside LLC13.85KJun 30, 26+13.85K0.11%
Bank of New York Mellon Corp13.58KJun 30, 26-1.11K0.11%
BNP PARIBAS ARBITRAGE, SNC11.49KJun 30, 26+10.34K0.09%
Jump Financial, LLC11.37KJun 30, 26-12.20K0.09%
Walleye Capital LLC10.88KJun 30, 26+10.88K0.08%
BARCLAYS PLC10.56KJun 30, 26-1620.08%
AMERICAN CENTURY COMPANIES INC10.43KJun 30, 26+1530.08%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND10.23KJun 30, 26+10.23K0.08%
Aquatic Capital Management LLC10.17KJun 30, 26-6.07K0.08%
Americana Partners, LLC10.00KJun 30, 26--0.08%
GSA CAPITAL PARTNERS LLP9.00KJun 30, 26+9.00K0.07%
ROYAL BANK OF CANADA6.39KJun 30, 26-940.05%
Vanguard Global Advisers, LLC5.91KJun 30, 26--0.05%
EMERALD MUTUAL FUND ADVISERS TRUST4.90KJun 30, 26--0.04%
Integrated Wealth Concepts LLC2.98KJun 30, 26+2.98K0.02%
Russell Investments Group, Ltd.1.99KJun 30, 26+2250.02%
WELLS FARGO & COMPANY/MN1.13KJun 30, 26+1.13K0.01%
FMR LLC1.12KJun 30, 26-150.16K0.01%
FIFTH THIRD BANCORP896Jun 30, 26--0.01%
CITIGROUP INC675Jun 30, 26-1.39K0.01%
EverSource Wealth Advisors, LLC592Jun 30, 26+5920.00%
US BANCORP \DE\555Jun 30, 26--0.00%
PNC FINANCIAL SERVICES GROUP, INC.500Jun 30, 26-2930.00%
Aster Capital Management (DIFC) Ltd328Jun 30, 26+3280.00%
JONES FINANCIAL COMPANIES LLLP273Jun 30, 26+1500.00%
Federation des caisses Desjardins du Quebec135Jun 30, 26--0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC131Jun 30, 26+310.00%
Quarry LP121Jun 30, 26+1210.00%
MERCER GLOBAL ADVISORS INC /ADV100Jun 30, 26+1000.00%
Parallel Advisors, LLC79Jun 30, 26--0.00%
JPMORGAN CHASE & CO58Jun 30, 26+580.00%
ADVISOR GROUP HOLDINGS, INC.50Jun 30, 26--0.00%
Caitong International Asset Management Co., Ltd26Jun 30, 26+230.00%
SRS Capital Advisors, Inc.9Jun 30, 26+60.00%
Tower Research Capital LLC (TRC)2Jun 30, 26-7.01K0.00%
Capital International Investors--Jun 30, 26-1.07M--
HRT FINANCIAL LP--Jun 30, 26-45.55K--
SEI INVESTMENTS CO--Jun 30, 26-12.47K--
Rachor Investment Advisory Services, LLC--Jun 30, 26-6--
ACADIAN ASSET MANAGEMENT LLC--Jun 30, 26-1.16K--
AXQ CAPITAL, LP--Jun 30, 26-28.35K--
Nuveen, LLC--Jun 30, 26-495.09K--
QUADRANT CAPITAL GROUP LLC--Jun 30, 26-2.36K--
1832 Asset Management L.P.--Jun 30, 26-16.96K--
Lighthouse Investment Partners, LLC--Jun 30, 26-59.91K--
Magnetar Financial LLC--Jun 30, 26-21.68K--
Squarepoint Ops LLC--Jun 30, 26-16.88K--
BALYASNY ASSET MANAGEMENT L.P.--Jun 30, 26-170.18K--
TD ASSET MANAGEMENT INC--Jun 30, 26-40.21K--
CWM, LLC703Mar 31, 26--0.01%
VANGUARD GROUP INC654.63KDec 31, 25+14.92K5.08%
TWO SIGMA ADVISERS, LP--Dec 31, 25-65.80K--
First Horizon Advisors, Inc.309Jun 30, 25+3090.00%
Nuveen Asset Management, LLC711.89KDec 31, 24-86.33K5.53%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.