Hawthorn Bancshares Inc (HWBK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

INCREASED

Shares164,165 from 161,622

Change+2,543 (+2%)

Value$6.2M (-$109.7K)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares14,154 from 14,294

Change-140 (-1%)

Value$538.1K (-$23.6K)

Filed 2026-11-05

Eagle Bluffs Wealth Management LLC

UNCHANGED

Shares13,747 from 13,747

Change0 (0%)

Value$525.5K (-$17.6K)

Filed 2026-10-20

Barclays PLC

INCREASED

Shares4,568 from 3,154

Change+1,414 (+45%)

Value$173.7K (+$49.7K)

Filed 2026-11-06

StrongBox Wealth, LLC

NEW

Shares4,382

Change+4,382

Value$166.6K

Filed 2026-11-02

Central Trust Co

DECREASED

Shares2,017 from 5,168

Change-3,151 (-61%)

Value$76.7K (-$126.4K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares284 from 2,696

Change-2,412 (-89%)

Value$10.8K (-$95.2K)

Filed 2026-11-04

Sterling Capital Management LLC

DECREASED

Shares115 from 117

Change-2 (-2%)

Value$4.4K (-$226)

Filed 2026-10-22

FNY Investment Advisers, LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$1 ($0)

Filed 2026-10-16

Farther Finance Advisors, LLC

INCREASED

Shares22 from 3

Change+19 (+633%)

Value$836 (+$718)

Filed 2026-10-08

SJS Investment Consulting Inc.

NEW

Shares18

Change+18

Value$685

Filed 2026-10-26

IFP Advisors, Inc

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$684 (-$23)

Filed 2026-10-16

Gamma Investing LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$532 (-$18)

Filed 2026-10-08

Essential Partners LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$418 (-$14)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares5

Change+5

Value$190

Filed 2026-10-21

PNC Financial Services Group, Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$190 (-$7)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

NEW

Shares4

Change+4

Value$152

Filed 2026-11-04

True Wealth Design, LLC

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$77 (+$37)

Filed 2026-10-13

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 20,319

Change-20,319 (-100%)

Value$0 (-$798.5K)

Filed 2026-11-06

Creative Planning

CLOSED

Shares0 from 6,250

Change-6,250 (-100%)

Value$0 (-$245.6K)

Filed 2026-11-02

Covestor Ltd

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-10-30

Ategra Capital Management, LLC

N/A

Shares— from 342,390

Change-342,390 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 335,276

Change-335,276 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 250,722

Change-250,722 (-100%)

Value—

FJ Capital Management LLC

N/A

Shares— from 190,710

Change-190,710 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 148,965

Change-148,965 (-100%)

Value—

State Street Corp

N/A

Shares— from 84,776

Change-84,776 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 64,813

Change-64,813 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 48,071

Change-48,071 (-100%)

Value—

Pinnacle Holdings, LLC

N/A

Shares— from 46,073

Change-46,073 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 44,745

Change-44,745 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 39,180

Change-39,180 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 39,167

Change-39,167 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 37,750

Change-37,750 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 35,319

Change-35,319 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 32,677

Change-32,677 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 32,589

Change-32,589 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 23,833

Change-23,833 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 20,603

Change-20,603 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 18,678

Change-18,678 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 16,101

Change-16,101 (-100%)

Value—

Alexander Labrunerie & Co., Inc.

N/A

Shares— from 15,471

Change-15,471 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 15,325

Change-15,325 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 14,707

Change-14,707 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 11,498

Change-11,498 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 9,485

Change-9,485 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 9,278

Change-9,278 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 7,094

Change-7,094 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 6,569

Change-6,569 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 6,253

Change-6,253 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 4,873

Change-4,873 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 4,867

Change-4,867 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 4,360

Change-4,360 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 3,620

Change-3,620 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 3,443

Change-3,443 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 2,676

Change-2,676 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,565

Change-2,565 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 2,420

Change-2,420 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,409

Change-2,409 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 1,269

Change-1,269 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,206

Change-1,206 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 755

Change-755 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 593

Change-593 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 527

Change-527 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 405

Change-405 (-100%)

Value—

FMR LLC

N/A

Shares— from 105

Change-105 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 80

Change-80 (-100%)

Value—

Quarry LP

N/A

Shares— from 72

Change-72 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 54

Change-54 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 15

Change-15 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	164,165	161,622	+2,543	+2%	$6.4M	$6.2M	-$109.7K	2026-11-04
Bank of New York Mellon Corp	DECREASED	14,154	14,294	-140	-1%	$561.7K	$538.1K	-$23.6K	2026-11-05
Eagle Bluffs Wealth Management LLC	UNCHANGED	13,747	13,747	0	0%	$543.1K	$525.5K	-$17.6K	2026-10-20
Barclays PLC	INCREASED	4,568	3,154	+1,414	+45%	$124.0K	$173.7K	+$49.7K	2026-11-06
StrongBox Wealth, LLC	NEW	4,382	—	+4,382	—	—	$166.6K	—	2026-11-02
Central Trust Co	DECREASED	2,017	5,168	-3,151	-61%	$203.1K	$76.7K	-$126.4K	2026-11-05
Citigroup Inc	DECREASED	284	2,696	-2,412	-89%	$106.0K	$10.8K	-$95.2K	2026-11-04
Sterling Capital Management LLC	DECREASED	115	117	-2	-2%	$4.6K	$4.4K	-$226	2026-10-22
FNY Investment Advisers, LLC	UNCHANGED	30	30	0	0%	$1	$1	$0	2026-10-16
Farther Finance Advisors, LLC	INCREASED	22	3	+19	+633%	$118	$836	+$718	2026-10-08
SJS Investment Consulting Inc.	NEW	18	—	+18	—	—	$685	—	2026-10-26
IFP Advisors, Inc	UNCHANGED	18	18	0	0%	$707	$684	-$23	2026-10-16
Gamma Investing LLC	UNCHANGED	14	14	0	0%	$550	$532	-$18	2026-10-08
Essential Partners LLC	UNCHANGED	11	11	0	0%	$432	$418	-$14	2026-10-14
Root Financial Partners, LLC	NEW	5	—	+5	—	—	$190	—	2026-10-21
PNC Financial Services Group, Inc.	UNCHANGED	5	5	0	0%	$197	$190	-$7	2026-11-06
EverSource Wealth Advisors, LLC	NEW	4	—	+4	—	—	$152	—	2026-11-04
True Wealth Design, LLC	INCREASED	2	1	+1	+100%	$40	$77	+$37	2026-10-13
Kestra Private Wealth Services, LLC	CLOSED	0	20,319	-20,319	-100%	$798.5K	$0	-$798.5K	2026-11-06
Creative Planning	CLOSED	0	6,250	-6,250	-100%	$245.6K	$0	-$245.6K	2026-11-02
Covestor Ltd	CLOSED	0	0	0	—	$0	$0	$0	2026-10-30
Ategra Capital Management, LLC	N/A	—	342,390	-342,390	-100%	$13.5M	—	—	—
BlackRock, Inc.	N/A	—	335,276	-335,276	-100%	$13.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	250,722	-250,722	-100%	$9.9M	—	—	—
FJ Capital Management LLC	N/A	—	190,710	-190,710	-100%	$7.5M	—	—	—
Geode Capital Management, LLC	N/A	—	148,965	-148,965	-100%	$5.9M	—	—	—
State Street Corp	N/A	—	84,776	-84,776	-100%	$3.3M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	64,813	-64,813	-100%	$2.5M	—	—	—
Northern Trust Corp	N/A	—	48,071	-48,071	-100%	$1.9M	—	—	—
Pinnacle Holdings, LLC	N/A	—	46,073	-46,073	-100%	$1.8M	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	44,745	-44,745	-100%	$1.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	39,180	-39,180	-100%	$1.5M	—	—	—
RBF Capital, LLC	N/A	—	39,167	-39,167	-100%	$1.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	37,750	-37,750	-100%	$1.5M	—	—	—
Renaissance Technologies LLC	N/A	—	35,319	-35,319	-100%	$1.4M	—	—	—
Empowered Funds, LLC	N/A	—	32,677	-32,677	-100%	$1.3M	—	—	—
Mercer Global Advisors Inc	N/A	—	32,589	-32,589	-100%	$1.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	23,833	-23,833	-100%	$936.6K	—	—	—
American Century Companies Inc	N/A	—	20,603	-20,603	-100%	$809.7K	—	—	—
Mariner, LLC	N/A	—	18,678	-18,678	-100%	$734.0K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	16,101	-16,101	-100%	$632.8K	—	—	—
Alexander Labrunerie & Co., Inc.	N/A	—	15,471	-15,471	-100%	$608.0K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	15,325	-15,325	-100%	$602.3K	—	—	—
Price T Rowe Associates Inc	N/A	—	14,707	-14,707	-100%	$578.0K	—	—	—
Nuveen, LLC	N/A	—	11,498	-11,498	-100%	$451.9K	—	—	—
Citadel Advisors LLC	N/A	—	9,485	-9,485	-100%	$372.8K	—	—	—
Focus Partners Wealth	N/A	—	9,278	-9,278	-100%	$364.6K	—	—	—
Rhumbline Advisers	N/A	—	7,094	-7,094	-100%	$278.8K	—	—	—
HSBC Holdings PLC	N/A	—	6,569	-6,569	-100%	$246.5K	—	—	—
AQR Capital Management LLC	N/A	—	6,253	-6,253	-100%	$245.7K	—	—	—
Deutsche Bank Ag\	N/A	—	4,873	-4,873	-100%	$191.5K	—	—	—
Wells Fargo & Company	N/A	—	4,867	-4,867	-100%	$191.3K	—	—	—
Morgan Stanley	N/A	—	4,360	-4,360	-100%	$171.4K	—	—	—
MetLife Investment Management, LLC	N/A	—	3,620	-3,620	-100%	$142.3K	—	—	—
Russell Investments Group, Ltd.	N/A	—	3,443	-3,443	-100%	$135.3K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	2,676	-2,676	-100%	$105.2K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,565	-2,565	-100%	$100.8K	—	—	—
New York State Common Retirement Fund	N/A	—	2,420	-2,420	-100%	$95.1K	—	—	—
JPMorgan Chase & Co	N/A	—	2,409	-2,409	-100%	$93.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	1,500	-1,500	-100%	$59.0K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	1,269	-1,269	-100%	$49.9K	—	—	—
UBS Group AG	N/A	—	1,206	-1,206	-100%	$47.4K	—	—	—
UMB Bank, n.a.	N/A	—	1,000	-1,000	-100%	$39.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	755	-755	-100%	$29.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	593	-593	-100%	$23.3K	—	—	—
Legal & General Group Plc	N/A	—	527	-527	-100%	$20.7K	—	—	—
Royal Bank of Canada	N/A	—	405	-405	-100%	$15.0K	—	—	—
FMR LLC	N/A	—	105	-105	-100%	$4.1K	—	—	—
California State Teachers Retirement System	N/A	—	80	-80	-100%	$3.1K	—	—	—
Quarry LP	N/A	—	72	-72	-100%	$2.8K	—	—	—
Arax Advisory Partners	N/A	—	54	-54	-100%	$2.1K	—	—	—
Allworth Financial LP	N/A	—	15	-15	-100%	$590	—	—	—
Rothschild Investment LLC	N/A	—	3	-3	-100%	$118	—	—	—

Showing 73 of 73 institutions