WHG / Westwood Holdings Group, Inc. - Kepemilikan Institusional - Pembeli

Westwood Holdings Group, Inc.
US ˙ NYSE ˙ US9617651040

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Westwood Holdings Group, Inc. meliputi Settian Capital LP, Raymond James Financial Inc, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., RUSC - U.S. Small Cap Equity Active ETF, EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB, EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB, Amalgamated Bank, EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB, Sterling Capital Management LLC, RYRUX - Russell 2000 2x Strategy Fund A-Class Shares, RYRRX - Russell 2000 Fund Class A, RYMKX - Russell 2000 1.5x Strategy Fund Class H, dan RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,446 39.78 208 51.09
2025-08-12 13F Rhumbline Advisers 9,440 147
2025-08-04 13F Amalgamated Bank 254 0
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 703 918.84 11
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-05 13F Bank of New York Mellon Corp 18,971 296
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F State Street Corp 79,057 161.67 1,238 150.91
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 400 6
2025-08-12 13F Ameritas Investment Partners, Inc. 761 12
2025-08-06 13F Settian Capital LP 430,008 6,708
2025-08-13 13F New York State Common Retirement Fund 6,300 0
2025-08-14 13F Raymond James Financial Inc 5,425 85
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 216 3
2025-08-14 13F California State Teachers Retirement System 465 7
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,286 214.94 129 239.47
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 761 26.20 12 37.50
2025-08-14 13F Wells Fargo & Company/mn 6,045 390.67 94 394.74
2025-08-08 13F Geode Capital Management, Llc 161,205 140.99 2,515 132.01
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 17 0
2025-08-11 13F Empowered Funds, LLC 31,168 8.41 486 4.52
2025-08-08 13F/A Sterling Capital Management LLC 201 3
2025-08-14 13F GWM Advisors LLC 320 1.59 5 -20.00
2025-08-13 13F Northern Trust Corp 76,546 110.02 1,194 102.37
2025-08-12 13F Legal & General Group Plc 675 11
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 38 1
2025-08-14 13F UBS Group AG 6,463 140.80 101 132.56
2025-08-27 NP Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 64,638 2.29 1,008 -1.47
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37,923 1.99 633 10.66
2025-08-12 13F Jpmorgan Chase & Co 7,537 1,277.88 118 1,362.50
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 27,230 17.25 455 27.17
2025-08-15 13F Morgan Stanley 24,323 31.01 379 26.33
2025-07-25 13F Allspring Global Investments Holdings, LLC 588,720 0.25 9,290 -1.00
2025-08-14 13F Bank Of America Corp /de/ 62,650 3.81 977 0.00
2025-08-12 13F Dimensional Fund Advisors Lp 278,279 6.38 4,341 2.43
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1,369 21
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 400 6
2025-07-15 13F North Star Investment Management Corp. 367,460 1.50 5,732 -2.25
2025-08-14 13F/A Barclays Plc 14,794 1,290.41 0
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 2,330 36
2025-08-12 13F Charles Schwab Investment Management Inc 18,344 286
2025-08-14 13F Price T Rowe Associates Inc /md/ 16,622 25.92 0
2025-08-11 13F Vanguard Group Inc 386,042 4.87 6,022 0.99
2025-08-12 13F BlackRock, Inc. 423,259 90.99 6,603 83.90
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4,070 63
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 31,132 8.28 486 4.30
2025-08-14 13F Fmr Llc 340 930.30 5
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 2 0
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1,736 4.96 27 50.00
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,183 2.36 121 -3.97
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 10 0
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 2,595 75.10 43 95.45
2025-08-14 13F Bridgeway Capital Management Inc 86,620 2.87 1,351 -0.95
2025-08-14 13F Royal Bank Of Canada 8,047 9.17 126 6.78
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