CWM, LLC

Position in HTH — Hilltop Holdings Inc.

CIK 1535847 OMAHA, NE

Position in HTH

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,111,530

+$57,660 QoQ

Shares Held

31,031

-0.1% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $3,697,678 across 5 Financial Conglomerates names. HTH ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IX	Orix Corp	57,631	$1,728,353
2	HTH	Hilltop Holdings Inc. This page	31,031	$1,111,530
3	TREE	LendingTree, Inc.	10,727	$459,973
4	VOYA	Voya Financial, Inc.	5,490	$375,076
5	FRHC	Freedom Holding Corp.	157	$22,746

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,111,530	31,031	-0.1%	Shares	Sole	2026-05-14
2025-12-31	$1,053,870	31,051	+15.2%	Shares	Sole	2026-01-26
2025-09-30	$900,869	26,956	+90.0%	Shares	Sole	2025-10-15
2025-06-30	$430,605	14,188	+404.7%	Shares	Sole	2025-07-25
2025-03-31	$85,594	2,811	+134.4%	Shares	Sole	2025-05-01
2024-12-31	$34,327	1,199	+49.7%	Shares	Sole	2025-02-04
2024-09-30	$25,760	801	+36.2%	Shares	Sole	2024-10-08
2024-06-30	$18,392	588	-17.2%	Shares	Sole	2024-07-10
2024-03-31	$22,237	710	0.0%	Shares	Sole	2024-04-05
2023-12-31	$24,999	710	+16.8%	Shares	Sole	2024-02-01
2023-09-30	$17,242	608	0.0%	Shares	Sole	2023-10-11
2023-06-30	$19,127	608	0.0%	Shares	Sole	2023-08-03
2023-03-31	$18,039	608	0.0%	Shares	Sole	2023-05-01
2022-12-31	$18,246	608	+54.3%	Shares	Sole	2023-02-01
2022-09-30	$9,790	394	+24.3%	Shares	Sole	2022-10-27
2022-06-30	$8,451	317	-58.0%	Shares	Sole	2022-07-28
2022-03-31	$22,167	754	+50.2%	Shares	Sole	2022-04-21
2021-12-31	$17,640	502	-71.8%	Shares	Sole	2022-01-31
2021-06-30	$64,719	1,778	0.0%	Shares	Sole	2021-09-15
2021-03-31	$60,683	1,778	0.0%	Shares	Sole	2021-09-15
2020-12-31	$48,912	1,778	0.0%	Shares	Sole	2021-09-15
2020-09-30	$36,591	1,778	0.0%	Shares	Sole	2021-09-15
2020-06-30	$32,804	1,778	0.0%	Shares	Sole	2021-09-15
2020-03-31	$26,883	1,778	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.