How many institutions own AFCG stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own AFCG shares is 104, representing 24.28% of the company's common stock.

Who are the major shareholders selling Advanced Flower Capital Inc. stock?

GROUP ONE TRADING, L.P., in the last quarter, reduced its stake in AFCG by -56.5% restricting it's holding to 438 shares of worth nearly $1.68M. BLACKROCK, INC. also lessened -15.93% of the AFCG shares from its portfolio, reducing its holding to 1.36 million shares of worth $5.21M. SPIRE WEALTH MANAGEMENT also shunned AFCG shares holding by -61.4% last quarter which brought its holding to 8.8 thousand shares worth $33.70K.

Investors who are buying AFCG stock?

As per its latest 13F filing, WEST FINANCIAL ADVISORS, LLC increased its stake in AFCG by 3.35% in the last quarter. The institutional holder raised its holding to 216 shares having worth more than $828.00. COVESTOR LTD also added 31.7% more shares of AFCG to its portfolio, raising its holding to 295 shares of worth $1.00K. EVERSOURCE WEALTH ADVISORS, LLC also increased its AFCG shares holding by 63.46% which brought its holding to 1.04 thousand shares worth $3.98K.

AFCG's major insiders: who are they?

The insider with the most stakes in AFCG is TANNENBAUM LEONARD M , at the company. Additionally, AFCG stock is highly held by Chief Executive Officer Neville Daniel and President and CIO Tannenbaum Robyn among others.

Did an insider recently sell AFCG stock?

Company executives, directors, and other insiders own 29.42% percent of Advanced Flower Capital Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which AFCG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased AFCG stock?

There have been 19 transaction(s) during the past 6-months in which Advanced Flower Capital Inc. insiders have bought stock, totalling 1216683 shares

How much of AFCG does insiders own?

Around 72.56M Advanced Flower Capital Inc. shares are held by insiders, which represents about 29.42% of AFCG stock.

Who is the insider with the largest stake?

AFCG , TANNENBAUM LEONARD M holds the largest portfolio of the company's shares. AFCG shares owned by TANNENBAUM total nearly 5.86 million.

Which institution holds the most shares in AFCG?

PARALLEL ADVISORS, LLC is the largest institutional owner in AFCG which holds 124 shares worth $475.00 or 0% of the total AFCG shares outstanding followed by WEST FINANCIAL ADVISORS, LLC with ownership of 216 shares representing 0% of the AFCG ownership. COVESTOR LTD is the third largest stakeholder with 295 shares or 0% of the ownership worth more than $1.00K.

Is Advanced Flower Capital Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the AFCG is concerned, it is a stock which is optionable.

Is there a short position on AFCG's shares?

Number of AFCG shares short is 1.77M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding AFCG shares are there?

As of today, 22.59M shares of AFCG are outstanding.

Is there many float in AFCG stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, AFCG has 16.10M shares in float.

AFCG short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for AFCG is 3.3.

Advanced Flower Capital (AFCG) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares7.85

Short Percent Of Float10.41

Shares Outstanding22.59M

Shares Float16.10M

Shares Short1.77M

Short Ratio3.3

10.41%

Short % of Float

7.85%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

29.42% Percentage of Shares held by All Insiders

24.28% Percentage of Shares held by All Institutions

34.4% Percentage of Float held by Institutions

104

Number of Institutions Holding Shares

Institutional Ownership

About 24.28% of AFCG shares are held by financial institutions. PARALLEL ADVISORS, LLC is the top corporate investor, holding 124 shares valued at $475.00. A 0% stake in Advanced Flower Capital Inc. is owned by the company. WEST FINANCIAL ADVISORS, LLC owns 216 shares valued at $828.00, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	124	475	0	0
Sep 30, 2025	WEST FINANCIAL ADVISORS, LLC	0%	216	828	7	+3.35%
Sep 30, 2025	COVESTOR LTD	0%	295	1K	71	+31.70%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0%	438	1.68M	-569	-56.50%
Sep 30, 2025	AMALGAMATED BANK	0%	554	2K	0	0
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	1.04K	3.98K	403	+63.46%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.01%	1.26K	4.84K	781	+162.03%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.01%	1.6K	6.11K	0	0
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.09%	20.87K	79.92K	19.39K	+1,312.73%
Sep 30, 2025	BLACKROCK, INC.	6.16%	1.36M	5.21M	-257.91K	-15.93%
Sep 30, 2025	CITIGROUP INC	0.04%	7.99K	30.61K	1.85K	+30.12%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.04%	8.8K	33.7K	-14K	-61.40%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	14.04K	53.75K	2.29K	+19.51%
Sep 30, 2025	JANE STREET GROUP, LLC	0.11%	25.3K	96.89K	25.3K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.12%	25.76K	98.65K	-4.73K	-15.53%
Sep 30, 2025	SMH CAPITAL ADVISORS INC	0.12%	26K	84.5K	0	0
Sep 30, 2025	RHUMBLINE ADVISERS	0.12%	27.63K	105.81K	-4.82K	-14.84%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.14%	31.37K	120.33K	30	+0.10%
Sep 30, 2025	MORGAN STANLEY	0.63%	138.58K	530.77K	-78.84K	-36.26%
Sep 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.11%	23.37K	89.51K	-9.56K	-29.02%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.11%	24.26K	92.91K	-41.68K	-63.21%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	2.67K	10.22K	-736	-21.62%
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	0.01%	2.95K	12.13K	-2.65K	-47.30%
Sep 30, 2025	STRS OHIO	0.01%	3.3K	12.64K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.02%	4.8K	18K	-5.13K	-51.65%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.02%	5.3K	20.3K	0	0
Sep 30, 2025	NORTHERN TRUST CORP	1.5%	330.91K	1.27M	-2.19K	-0.66%
Sep 30, 2025	NUVEEN, LLC	0.1%	22.61K	86.58K	0	0
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.15%	34.1K	130.59K	0	0
Sep 30, 2025	STATE STREET CORP	1.76%	388.93K	1.55M	3.47K	+0.90%
Sep 30, 2025	CITADEL ADVISORS LLC	0.05%	10.3K	39.45K	-2.4K	-18.90%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.38%	84.3K	322.87K	-26.5K	-23.92%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.39%	86.13K	329.87K	49.78K	+136.94%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	5.62K	21.52K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	6.7K	25.66K	0	0
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.03%	6.84K	26.19K	0	0
Sep 30, 2025	UBS GROUP AG	0.03%	7.47K	28.61K	-8.78K	-54.02%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.08%	17.39K	66.62K	694	+4.16%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.09%	20.49K	78.48K	20.49K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	42.36K	162.23K	10.14K	+31.48%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	43.81K	167.77K	-8.29K	-15.91%
Sep 30, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.28%	61.37K	235.06K	14.68K	+31.43%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.98%	216.51K	829.24K	16.46K	+8.23%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.12%	27.53K	105.43K	76	+0.28%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.16%	35.8K	137.11K	4K	+12.58%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.17%	36.74K	140.7K	6.74K	+22.48%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	59.2K	229.15K	56K	+1,751.64%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.29%	63.8K	244.36K	1.2K	+1.92%
Sep 30, 2025	JPMORGAN CHASE & CO	0.19%	41.27K	158.06K	28.62K	+226.31%
Sep 30, 2025	CWM, LLC	0.03%	7.6K	29K	4.58K	+151.22%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.05%	10.61K	40.63K	10.61K	+100.00%
Sep 30, 2025	COLONY GROUP, LLC	0.12%	25.69K	98.71K	25.69K	+100.00%
Sep 30, 2025	CATALYST CAPITAL ADVISORS LLC	0.12%	26K	99.58K	0	0
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.45%	99.35K	380.5K	47.38K	+91.15%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.57%	125.17K	479K	-74.75K	-37.39%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.69%	152.1K	583K	12.77K	+9.16%
Sep 30, 2025	INVESCO LTD.	0.17%	37.83K	144.89K	-11.2K	-22.84%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.7%	155.12K	594.11K	-67.28K	-30.25%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.02%	224.92K	861K	7.62K	+3.51%
Sep 30, 2025	VANGUARD GROUP INC	4.14%	916.15K	3.51M	1.01K	+0.11%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.03%	5.93K	22.7K	4.17K	+238.11%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0%	0	-	-54.44K	-100.00%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0%	0	-	-67.75K	-100.00%
Sep 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0%	0	-	-10.47K	-100.00%
Sep 30, 2025	DEUTSCHE BANK AG\	0%	0	-	-7.88K	-100.00%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	1	4	1	+100.00%
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.62K	6.19K	0	0
Sep 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0.01%	2.65K	10.14K	-75	-2.75%
Sep 30, 2025	QUEST PARTNERS LLC	0%	54	207	0	0
Sep 30, 2025	TRUE WEALTH DESIGN, LLC	0%	107	410	-44	-29.14%
Jun 30, 2025	TRUE WEALTH DESIGN, LLC	0%	151	677	130	+619.05%
Jun 30, 2025	WEST FINANCIAL ADVISORS, LLC	0%	209	937	9	+4.50%
Jun 30, 2025	COVESTOR LTD	0%	224	1K	135	+151.69%
Jun 30, 2025	GAMMA INVESTING LLC	0%	428	1.92K	0	0
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	429	1.92K	429	+100.00%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	482	2.16K	178	+58.55%
Jun 30, 2025	SKOPOS LABS, INC.	0.01%	2.24K	12.49K	0	0
Jun 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0.01%	2.72K	12.2K	2.72K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	2.79K	12.52K	2.79K	+100.00%
Jun 30, 2025	SMH CAPITAL ADVISORS INC	0.12%	26K	116.48K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.14%	29.99K	134.36K	9.6K	+47.08%
Jun 30, 2025	D. E. SHAW & CO., INC.	1.01%	222.4K	996.35M	-11.31K	-4.84%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.14%	31.34K	140.4K	-4.26K	-11.97%
Jun 30, 2025	BLACKROCK, INC.	7.33%	1.62M	7.26M	-98.33K	-5.72%
Jun 30, 2025	MORGAN STANLEY	0.98%	217.42K	974.06M	111.24K	+104.76%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.03%	6.35K	28.44K	-2.38K	-27.26%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	6.7K	30.02K	0	0
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.03%	6.84K	30.63K	0	0
Jun 30, 2025	DEUTSCHE BANK AG\	0.04%	7.88K	35.28K	-74.61K	-90.45%
Jun 30, 2025	ROYAL BANK OF CANADA	0.05%	9.93K	45K	-699	-6.57%
Jun 30, 2025	JPMORGAN CHASE & CO	0.06%	12.65K	56.66K	-25.38K	-66.74%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.08%	16.7K	74.82K	-6.73K	-28.73%
Jun 30, 2025	STATE OF WYOMING	0.09%	19.87K	89.04K	-20.86K	-51.21%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.12%	25.7K	115.14K	25.7K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.12%	27.45K	122.99K	113	+0.41%
Jun 30, 2025	BARCLAYS PLC	0.14%	30.49K	137K	12.44K	+68.90%
Jun 30, 2025	INVESCO LTD.	0.22%	49.03K	219.66K	-13.53K	-21.63%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.24%	52.1K	233.39K	-1.86K	-3.44%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.25%	54.44K	243.9K	-54.2K	-49.89%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.3%	65.94K	295.4K	-16.34K	-19.86%
Jun 30, 2025	ADVISORSHARES INVESTMENTS LLC	0.31%	67.45K	302.16K	-9.48K	-12.32%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.98%	217.3K	973K	101.67K	+87.92%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.28%	62.6K	280.46K	1.82K	+2.99%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.31%	67.75K	303.52K	950	+1.42%
Jun 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	5.62K	25.17K	0	0
Jun 30, 2025	NUVEEN, LLC	0.1%	22.61K	101.28K	-16.46K	-42.14%
Jun 30, 2025	MCILRATH & ECK, LLC	0.02%	5.11K	22.9K	0	0
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.02%	5.3K	23.74K	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.14%	31.34K	140.6K	2.12K	+7.27%
Jun 30, 2025	RHUMBLINE ADVISERS	0.15%	32.44K	145.34K	5.58K	+20.75%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.9%	199.92K	894K	-60.24K	-23.15%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.91%	200.05K	896.22K	-4.39K	-2.15%
Jun 30, 2025	NORTHERN TRUST CORP	1.51%	333.1K	1.49M	173.77K	+109.06%
Jun 30, 2025	STRS OHIO	0.01%	3.3K	14.78K	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	3.41K	15.25K	1.71K	+100.65%
Jun 30, 2025	NISA INVESTMENT ADVISORS, LLC	0.03%	5.59K	25.9K	0	0
Jun 30, 2025		0.03%	5.62K	25.17K	0	0
Jun 30, 2025	CITIGROUP INC	0.03%	6.14K	27.52K	-6.31K	-50.69%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.05%	10.47K	46.89K	-3.93K	-27.28%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.05%	11.74K	52.61K	955	+8.85%
Jun 30, 2025	CATALYST CAPITAL ADVISORS LLC	0.12%	26K	116.48K	0	0
Jun 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.15%	32.93K	147.51K	32.93K	+100.00%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.15%	34.1K	152.75K	0	0
Jun 30, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.21%	46.7K	209.2K	24.53K	+110.65%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.24%	51.97K	232.84K	51.97K	+100.00%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.5%	110.8K	496.38K	-21.3K	-16.12%
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0.63%	139.33K	624K	51.45K	+58.54%
Jun 30, 2025	STATE STREET CORP	1.74%	385.46K	1.78M	14.13K	+3.80%
Jun 30, 2025	VANGUARD GROUP INC	4.14%	915.14K	4.1M	10.32K	+1.14%
Jun 30, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0%	0	-	-50	-100.00%
Jun 30, 2025	SQUAREPOINT OPS LLC	0%	0	-	-11.21K	-100.00%
Jun 30, 2025	CLEAR STREET MARKETS LLC	0%	0	-	-100	-100.00%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0%	0	-	-42.76K	-100.00%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	0	-	-62	-100.00%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	0	-	-1.23K	-100.00%
Jun 30, 2025	OMERS ADMINISTRATION CORP	0%	0	-	-11.9K	-100.00%
Jun 30, 2025	SEGALL BRYANT & HAMILL, LLC	0%	0	-	-250.21K	-100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	635	2.84K	635	+100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	1.75K	7.85M	-4.61K	-72.45%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.14%	31.8K	142.46M	7.9K	+33.05%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.16%	36.35K	162.85M	36.35K	+100.00%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.1%	22.8K	102.14K	0	0
Jun 30, 2025	UBS GROUP AG	0.07%	16.25K	72.78K	-329	-1.99%
Jun 30, 2025	CITADEL ADVISORS LLC	0.06%	12.7K	56.9M	5.2K	+69.33%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	32.22K	144.33K	-2.39K	-6.91%
Jun 30, 2025	SHERBROOKE PARK ADVISERS LLC	0%	0	-	-10.09K	-100.00%
Jun 30, 2025	COREBRIDGE FINANCIAL, INC.	0%	0	-	-8.81K	-100.00%
Jun 30, 2025	ATOM INVESTORS LP	0%	0	-	-19.24K	-100.00%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0%	0	-	-20.62K	-100.00%
Jun 30, 2025	QUEST PARTNERS LLC	0%	54	242	27	+100.00%
Jun 30, 2025	TRUVESTMENTS CAPITAL LLC	0%	80	358	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	145	650	36	+33.03%
Mar 31, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.1%	22.17K	123.48K	-4.65K	-17.33%
Mar 31, 2025	RHUMBLINE ADVISERS	0.12%	26.87K	149.64K	-28	-0.10%
Mar 31, 2025	ATOM INVESTORS LP	0.09%	19.24K	107.15K	-573	-2.89%
Mar 31, 2025	BARCLAYS PLC	0.08%	18.05K	101K	-7.4K	-29.07%
Mar 31, 2025	D. E. SHAW & CO., INC.	1.06%	233.71K	1.3M	-18.12K	-7.19%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.3%	66.8K	372.08K	27.46K	+69.80%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.28%	60.78K	338.57K	-1.99K	-3.17%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.24%	53.95K	300.52K	3.53K	+7.01%
Mar 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.19%	42.76K	238.16K	-29K	-40.41%
Mar 31, 2025	STATE OF WYOMING	0.18%	40.74K	226.89K	-3.09K	-7.05%
Mar 31, 2025		0.18%	39.07K	217.62K	39.07K	+100.00%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.15%	34.1K	189.92K	-25.5K	-42.79%
Mar 31, 2025	SMH CAPITAL ADVISORS INC	0.12%	26K	144.82K	0	0
Mar 31, 2025	CATALYST CAPITAL ADVISORS LLC	0.12%	26K	144.82K	0	0
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.11%	23.9K	133.12K	-1.72K	-6.71%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.11%	23.43K	130.52K	333	+1.44%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.1%	22.8K	127K	-2K	-8.06%
Mar 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.09%	20.62K	114.87K	0	0
Mar 31, 2025	CITIGROUP INC	0.06%	12.46K	69.38K	-680	-5.18%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.49%	108.64K	605.12K	-28.72K	-20.91%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.09%	20.39K	113.58K	6.72K	+49.15%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.13%	29.22K	163.03K	4.47K	+18.05%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.12%	27.34K	152.28K	144	+0.53%
Mar 31, 2025	GSA CAPITAL PARTNERS LLP	0.4%	87.88K	489K	7.04K	+8.71%
Mar 31, 2025	INVESCO LTD.	0.28%	62.56K	348.47K	8.99K	+16.79%
Mar 31, 2025	UBS GROUP AG	0.08%	16.57K	92.32K	-3.4K	-17.00%
Mar 31, 2025	OMERS ADMINISTRATION CORP	0.05%	11.9K	66.28K	11.9K	+100.00%
Mar 31, 2025	STATE STREET CORP	1.68%	371.33K	2.15M	-18.07K	-4.64%
Mar 31, 2025	DEUTSCHE BANK AG\	0.37%	82.49K	459.45K	67.48K	+449.61%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.37%	82.28K	458.27K	-66.5K	-44.70%
Mar 31, 2025	ADVISORSHARES INVESTMENTS LLC	0.35%	76.93K	428.48K	-38.36K	-33.27%
Mar 31, 2025	JPMORGAN CHASE & CO	0.17%	38.03K	211.81K	-4.96K	-11.53%
Mar 31, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.07%	14.39K	80.16K	14.39K	+100.00%
Mar 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.16%	35.6K	198.3K	-66.06K	-64.98%
Mar 31, 2025	BLACKROCK, INC.	7.77%	1.72M	9.57M	58.39K	+3.52%
Mar 31, 2025	VANGUARD GROUP INC	4.09%	904.82K	5.04M	55.59K	+6.55%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	1.18%	260.16K	1.45M	4.46K	+1.75%
Mar 31, 2025	SEGALL BRYANT & HAMILL, LLC	1.13%	250.21K	1.39M	35.87K	+16.74%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.93%	204.44K	1.14M	27.07K	+15.26%
Mar 31, 2025	NORTHERN TRUST CORP	0.72%	159.34K	887.5K	38	+0.02%
Mar 31, 2025	MORGAN STANLEY	0.48%	106.19K	591.47K	-32.39K	-23.37%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.05%	11.21K	62.46K	1.09K	+10.79%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.05%	10.79K	60.1K	856	+8.62%
Mar 31, 2025	ROYAL BANK OF CANADA	0.05%	10.63K	59K	-147	-1.36%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	10.5K	58.49K	-4.4K	-29.53%
Mar 31, 2025	SHERBROOKE PARK ADVISERS LLC	0.05%	10.09K	56.2K	-9.48K	-48.44%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.6%	132.1K	735.8K	-105.8K	-44.47%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.52%	115.64K	644K	20.08K	+21.01%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.1%	21.16K	261.99K	428	+2.06%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.11%	22.23K	275.15K	-875	-3.79%
Mar 31, 2024	UBS GROUP AG	0.11%	23.14K	286.5K	-2.83K	-10.90%
Mar 31, 2024	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.11%	23.27K	288.02K	-1.41K	-5.71%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.22%	45.22K	559.8K	1.37K	+3.12%
Mar 31, 2024	CITADEL ADVISORS LLC	0.23%	46.2K	571.96K	12.4K	+36.69%
Mar 31, 2024	MORGAN STANLEY	0.23%	46.62K	577.15K	-10.21K	-17.96%
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.23%	46.81K	579.46K	21.92K	+88.04%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.25%	51.32K	635.39K	3.85K	+8.11%
Mar 31, 2024	PENSERRA CAPITAL MANAGEMENT LLC	0.28%	57.53K	712K	7.13K	+14.14%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.32%	65.75K	813.94K	-6.17K	-8.58%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.42%	86.16K	1.07M	0	0
Mar 31, 2024	ADVISORSHARES INVESTMENTS LLC	0.53%	108.61K	1.34M	45K	+70.75%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.65%	132.5K	1.64M	-39.9K	-23.14%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.37%	279.53K	3.52M	24.51K	+9.61%
Mar 31, 2024	WASATCH ADVISORS LP	3.15%	640.62K	7.93M	66.7K	+11.62%
Mar 31, 2024	VANGUARD GROUP INC	4.07%	826.87K	10.24M	-56.42K	-6.39%
Mar 31, 2024	BLACKROCK INC.	7.23%	1.47M	18.22M	56.3K	+3.98%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.07%	13.74K	170.1K	2.02K	+17.24%
Mar 31, 2024	GUARDIAN ASSET ADVISORS, LLC	0.07%	14.06K	174.03K	-1.47K	-9.47%
Mar 31, 2024	EAGLE GLOBAL ADVISORS LLC	0.07%	14.45K	178.89K	0	0
Mar 31, 2024	WORTH ASSET MANAGEMENT, LLC	0.07%	14.79K	183.04K	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.08%	15.35K	190.52K	0	0
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.08%	16K	198.11K	-2.03K	-11.27%
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.08%	16.62K	205.73K	385	+2.37%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.08%	16.63K	205.89K	-44.56K	-72.82%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	17.5K	216.65K	300	+1.74%
Mar 31, 2024	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.09%	18.3K	226.55K	0	0
Mar 31, 2024	D. E. SHAW & CO., INC.	0.09%	18.92K	234.19K	18.92K	+100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0.1%	20.85K	258.14K	750	+3.73%
Mar 31, 2024	RITHOLTZ WEALTH MANAGEMENT	0.1%	21.06K	260.77K	10.72K	+103.71%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.12%	24.23K	300K	0	0
Mar 31, 2024	TRUIST FINANCIAL CORP	0.12%	25.16K	311.48K	25.16K	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0.73%	148.41K	1.84M	2.58K	+1.77%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.78%	159.62K	1.98M	46.35K	+40.92%
Mar 31, 2024	STATE STREET CORP	1.8%	366.16K	4.7M	45.54K	+14.20%
Mar 31, 2024	TOROSO INVESTMENTS, LLC	2.78%	565.53K	7M	565.53K	+100.00%
Mar 31, 2024	JUMP FINANCIAL, LLC	0.07%	13.39K	165.72K	-8.51K	-38.88%
Mar 31, 2024	JPMORGAN CHASE & CO	0.08%	15.62K	193.34K	-12.31K	-44.07%
Mar 31, 2024	CATALYST CAPITAL ADVISORS LLC	0.13%	26K	321.88K	0	0
Mar 31, 2024	ANSON FUNDS MANAGEMENT LP	0.13%	25.73K	318.58K	25.73K	+100.00%
Mar 31, 2024	SMH CAPITAL ADVISORS INC	0.13%	26K	321.88K	0	0
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.13%	27.44K	339.71K	2.6K	+10.47%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.14%	27.8K	344.16K	-18.9K	-40.47%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.17%	34.27K	426K	8	+0.02%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.19%	39.07K	483.82K	0	0
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.22%	45.74K	566.21K	0	0
Mar 31, 2024	TRUVESTMENTS CAPITAL LLC	0.02%	4K	49.47K	-56.46K	-93.39%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.02%	4.82K	59.68K	820	+20.49%
Mar 31, 2024	RHUMBLINE ADVISERS	0.12%	25.2K	311.95K	548	+2.22%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	5.79K	71.69K	744	+14.74%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.03%	6.84K	85K	0	0
Mar 31, 2024	STATE OF WYOMING	0.03%	7K	86.66K	7K	+100.00%
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0.04%	7.54K	96.96K	0	0
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.04%	8.08K	100.01K	-70	-0.86%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.04%	8.99K	111.32K	0	0
Mar 31, 2024	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.05%	10.77K	133.33K	-199	-1.81%
Mar 31, 2024	HARTLINE INVESTMENT CORP/	0.05%	10.77K	133.33K	10.77K	+100.00%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.06%	12.3K	152.27K	6.8K	+123.64%
Mar 31, 2024	INVESCO LTD.	0.36%	73.48K	909.71K	43.93K	+148.67%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.5%	102.06K	1.23M	6.65K	+6.97%
Dec 31, 2023	ROYAL BANK OF CANADA	0.07%	13.5K	162K	346	+2.63%
Dec 31, 2023	EAGLE GLOBAL ADVISORS LLC	0.07%	14.45K	173.83K	-5K	-25.71%
Dec 31, 2023	PEAK6 INVESTMENTS LLC	0.07%	14.7K	176.84K	-800	-5.16%
Dec 31, 2023	WORTH ASSET MANAGEMENT, LLC	0.07%	14.79K	177.86K	14.79K	+100.00%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.08%	15.35K	185.09K	0	0
Dec 31, 2023	MARTINGALE ASSET MANAGEMENT L P	0.08%	16.23K	195.28K	100	+0.62%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.09%	18.04K	216.96K	-6.19K	-25.55%
Dec 31, 2023	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.09%	18.3K	220.15K	5.3K	+40.77%
Dec 31, 2023	JANE STREET GROUP, LLC	0.1%	20.1K	241.82K	20.1K	+100.00%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.1%	20.74K	249.45K	1.06K	+5.36%
Dec 31, 2023	JUMP FINANCIAL, LLC	0.11%	21.9K	263.46K	3.7K	+20.33%
Dec 31, 2023	BARCLAYS PLC	0.11%	22.45K	270K	19.52K	+666.63%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.11%	23.1K	277.89K	-1.02K	-4.22%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.12%	23.63K	281.72K	5.18K	+28.09%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.12%	24.23K	291K	0	0
Dec 31, 2023	RHUMBLINE ADVISERS	0.12%	24.65K	296.55K	-269	-1.08%
Dec 31, 2023	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.12%	24.68K	296.84K	0	0
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.12%	24.84K	298.83K	2.6K	+11.69%
Dec 31, 2023	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.12%	24.89K	299.44K	24.89K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.13%	25.97K	312.46K	8.76K	+50.88%
Dec 31, 2023	CATALYST CAPITAL ADVISORS LLC	0.13%	26K	312.78K	0	0
Dec 31, 2023	SMH CAPITAL ADVISORS INC	0.13%	26K	312.78K	0	0
Dec 31, 2023	RATIONAL ADVISORS LLC	0.13%	26K	312.78K	26K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0.14%	27.92K	335.93K	16.78K	+150.46%
Dec 31, 2023	INVESCO LTD.	0.15%	29.55K	355.49K	1.8K	+6.48%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.16%	31.55K	379.58K	2.99K	+10.45%
Dec 31, 2023	CITADEL ADVISORS LLC	0.17%	33.8K	406.61K	10.7K	+46.32%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.17%	34.26K	411K	3.25K	+10.47%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.19%	39.07K	470.15K	8.38K	+27.31%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.22%	43.85K	527.53K	1.04K	+2.43%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.23%	45.74K	550.2K	-2.26K	-4.71%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.23%	46.7K	561.8K	5.6K	+13.63%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.23%	47.47K	571.11M	4.22K	+9.77%
Dec 31, 2023	PENSERRA CAPITAL MANAGEMENT LLC	0.25%	50.4K	606K	-15.63K	-23.67%
Dec 31, 2023	MORGAN STANLEY	0.28%	56.82K	683.59K	25.81K	+83.20%
Dec 31, 2023	TRUVESTMENTS CAPITAL LLC	0.3%	60.45K	727.23K	-37.31K	-38.16%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.3%	61.19K	736.13K	-31.26K	-33.81%
Dec 31, 2023	ADVISORSHARES INVESTMENTS LLC	0.31%	63.61K	765.18K	19.12K	+42.97%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.35%	71.92K	865.14K	1.14K	+1.62%
Dec 31, 2023	AXS INVESTMENTS LLC	0.41%	83.87K	1.01M	3.87K	+4.84%
Dec 31, 2023	LOS ANGELES CAPITAL MANAGEMENT LLC	0.42%	86.16K	1.04M	44.35K	+106.08%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.56%	113.27K	1.36M	4.22K	+3.87%
Dec 31, 2023	NORTHERN TRUST CORP	0.72%	145.84K	1.75M	12.86K	+9.67%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.85%	172.4K	2.07M	48.59K	+39.25%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.25%	255.03K	3.07M	-24.28K	-8.69%
Dec 31, 2023	STATE STREET CORP	1.58%	320.62K	4.01M	19.23K	+6.38%
Dec 31, 2023	WASATCH ADVISORS LP	2.82%	573.92K	6.9M	265.84K	+86.29%
Dec 31, 2023	VANGUARD GROUP INC	4.35%	883.29K	10.63M	27.46K	+3.21%
Dec 31, 2023	BLACKROCK INC.	6.96%	1.42M	17.02M	108.96K	+8.34%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.06%	12.76K	153.51K	1.62K	+14.58%
Sep 30, 2023	EMPOWERED FUNDS, LLC	0.21%	43.25K	-	3.48K	+8.74%
Sep 30, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.03%	6.83K	-	8	+0.12%
Sep 30, 2023	DEUTSCHE BANK AG\	0.04%	8.13K	-	0	0
Sep 30, 2023	AMERICAN INTERNATIONAL GROUP, INC.	0.04%	8.18K	-	291	+3.69%
Sep 30, 2023	METLIFE INVESTMENT MANAGEMENT, LLC	0.04%	8.99K	-	0	0
Sep 30, 2023	NISA INVESTMENT ADVISORS, LLC	0.05%	9.83K	-	1.58K	+19.19%
Sep 30, 2023	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.05%	10.55K	-	10.55K	+100.00%
Sep 30, 2023	WASATCH ADVISORS LP	1.52%	308.08K	-	0	0
Sep 30, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.37%	279.31K	-	13.42K	+5.05%
Sep 30, 2023	NORTHERN TRUST CORP	0.65%	132.98K	-	1.63K	+1.24%
Sep 30, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.65%	131.21K	-	120.8K	+1,159.49%
Sep 30, 2023	TRUVESTMENTS CAPITAL LLC	0.48%	97.76K	-	-4.28K	-4.20%
Sep 30, 2023	AMERIPRISE FINANCIAL INC	0.47%	95.41K	-	-1.16K	-1.21%
Sep 30, 2023	TWO SIGMA INVESTMENTS, LP	0.46%	92.45K	-	78.69K	+571.97%
Sep 30, 2023	AXS INVESTMENTS LLC	0.39%	80K	-	-13.02K	-14.00%
Sep 30, 2023	BANK OF NEW YORK MELLON CORP	0.35%	70.77K	-	2	0.00%
Sep 30, 2023	PENSERRA CAPITAL MANAGEMENT LLC	0.33%	66.03K	-	-19.86K	-23.12%
Sep 30, 2023	RMB CAPITAL MANAGEMENT, LLC	0.28%	56.83K	-	-31.2K	-35.44%
Sep 30, 2023	ALLIANCEBERNSTEIN L.P.	0.05%	10.69K	-	-1.43K	-11.80%
Sep 30, 2023	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.06%	13K	-	0	0
Sep 30, 2023	ROYAL BANK OF CANADA	0.06%	13.15K	-	3.22K	+32.42%
Sep 30, 2023	OLD MISSION CAPITAL LLC	0.07%	13.27K	-	13.27K	+100.00%
Sep 30, 2023	D. E. SHAW & CO., INC.	0.07%	14.22K	-	-19.26K	-57.53%
Sep 30, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.08%	15.35K	-	59	+0.39%
Sep 30, 2023	PEAK6 INVESTMENTS LLC	0.08%	15.5K	-	15.5K	+100.00%
Sep 30, 2023	VIRTU FINANCIAL LLC	0.08%	16.45K	-	16.45K	+100.00%
Sep 30, 2023	UBS GROUP AG	0.08%	17.21K	-	2.89K	+20.19%
Sep 30, 2023	JUMP FINANCIAL, LLC	0.09%	18.2K	-	18.2K	+100.00%
Sep 30, 2023	AE WEALTH MANAGEMENT LLC	0.09%	18.45K	-	2.33K	+14.45%
Sep 30, 2023	BLACKROCK INC.	6.43%	1.31M	-	-14.69K	-1.11%
Sep 30, 2023	EAGLE GLOBAL ADVISORS LLC	0.1%	19.45K	-	-10K	-33.96%
Sep 30, 2023	CETERA INVESTMENT ADVISERS	0.1%	19.68K	-	6.18K	+45.78%
Sep 30, 2023	PRUDENTIAL FINANCIAL INC	0.11%	22.24K	-	2K	+9.88%
Sep 30, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.12%	24.12K	-	0	0
Sep 30, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.12%	24.23K	-	5.67K	+30.56%
Sep 30, 2023	LSV ASSET MANAGEMENT	0.12%	24.23K	-	0	0
Sep 30, 2023	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.12%	24.68K	-	8.19K	+49.68%
Sep 30, 2023	RHUMBLINE ADVISERS	0.12%	24.92K	-	-535	-2.10%
Sep 30, 2023	SMH CAPITAL ADVISORS INC	0.13%	26K	-	0	0
Sep 30, 2023	CATALYST CAPITAL ADVISORS LLC	0.13%	26K	-	0	0
Sep 30, 2023	INVESCO LTD.	0.14%	27.75K	-	140	+0.51%
Sep 30, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.24%	48K	-	2.08K	+4.52%
Sep 30, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.15%	30.69K	-	-7.62K	-19.89%
Sep 30, 2023	HIGHTOWER ADVISORS, LLC	0.15%	31.01K	-	-487	-1.55%
Sep 30, 2023	MORGAN STANLEY	0.15%	31.02K	-	-1.06K	-3.32%
Sep 30, 2023	TWO SIGMA ADVISERS, LP	0.2%	41.1K	-	41.1K	+100.00%
Sep 30, 2023	LOS ANGELES CAPITAL MANAGEMENT LLC	0.21%	41.81K	-	18.29K	+77.77%
Sep 30, 2023	FIRST TRUST ADVISORS LP	0.21%	42.81K	-	-539	-1.24%
Sep 30, 2023	ADVISORSHARES INVESTMENTS LLC	0.22%	44.49K	-	-3.41K	-7.12%

Insiders

Among the AFCG insiders holding of 29.42% of the stake in company, TANNENBAUM LEONARD M, , holds the largest shares of 5.86M. NEVILLE DANIEL, Chief Executive Officer, is the second largest AFCG insider with ownership of 226.65K shares. TANNENBAUM ROBYN, President and CIO, stands third with possession of 127.67K shares of that stake.

Insiders	Designation	Shares Held
TANNENBAUM LEONARD M		5.86M
NEVILLE DANIEL	Chief Executive Officer	226.65K
TANNENBAUM ROBYN	President and CIO	127.67K
KALIKOW JONATHAN GILBERT	Managing Director	97.5K
HARRISON THOMAS L	director	15.03K
BOND JODI HANSON	director	11.01K
KAUFMAN BRETT	CFO and Treasurer	6K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 11, 2025	TANNENBAUM LEONARD M	PURCHASE	3.05	25K	76.25K	5.86M
Dec 10, 2025	TANNENBAUM LEONARD M	PURCHASE	3.03	20K	60.6K	5.84M
Dec 09, 2025	TANNENBAUM LEONARD M	PURCHASE	2.83	24K	67.92K	5.82M
Dec 03, 2025	TANNENBAUM LEONARD M	PURCHASE	2.94	46K	135.24K	5.79M
Dec 02, 2025	TANNENBAUM LEONARD M	PURCHASE	2.87	39K	111.93K	5.75M
Dec 01, 2025	TANNENBAUM LEONARD M	PURCHASE	2.88	15K	43.2K	5.71M
Nov 18, 2025	NEVILLE DANIEL	PURCHASE	2.81	17K	47.77K	226.65K
Sep 08, 2025	NEVILLE DANIEL	PURCHASE	4.44	12.39K	55K	209.65K
Sep 05, 2025	TANNENBAUM LEONARD M	PURCHASE	4.56	79.67K	363.27K	4.96M
Sep 03, 2025	TANNENBAUM LEONARD M	PURCHASE	4.57	36.86K	168.45K	4.88M
Sep 02, 2025	TANNENBAUM LEONARD M	PURCHASE	4.49	36.1K	162.07K	4.85M
Aug 28, 2025	TANNENBAUM LEONARD M	PURCHASE	4.57	144.4K	659.9K	4.81M
Aug 27, 2025	TANNENBAUM LEONARD M	PURCHASE	4.81	330.13K	1.59M	4.67M
Aug 26, 2025	TANNENBAUM LEONARD M	PURCHASE	4.17	97.17K	405.19K	4.34M
Aug 25, 2025	TANNENBAUM ROBYN	PURCHASE	4.13	4K	16.52K	127.67K
Aug 25, 2025	TANNENBAUM LEONARD M	PURCHASE	4.08	61.86K	252.4K	4.24M
Aug 25, 2025	NEVILLE DANIEL	PURCHASE	4.04	10K	40.4K	197.26K
Aug 22, 2025	TANNENBAUM ROBYN	PURCHASE	4.10	2K	8.2K	123.67K
Aug 22, 2025	TANNENBAUM LEONARD M	PURCHASE	4.03	216.12K	870.95K	4.18M
Mar 28, 2025	NEVILLE DANIEL	PURCHASE	6.15	5K	30.75K	187.26K
Mar 26, 2025	NEVILLE DANIEL	PURCHASE	6.20	5K	31K	182.26K
Mar 17, 2025	TANNENBAUM LEONARD M	PURCHASE	6.20	50K	310K	3.96M
Mar 17, 2025	TANNENBAUM ROBYN	PURCHASE	6.17	4K	24.68K	121.67K
Mar 17, 2025	NEVILLE DANIEL	PURCHASE	6.32	16.25K	102.7K	177.26K
Mar 14, 2025	NEVILLE DANIEL	PURCHASE	6.52	30.35K	197.88K	161.01K
Mar 14, 2025	TANNENBAUM LEONARD M	PURCHASE	6.52	32.01K	208.69K	3.91M
Mar 14, 2025	TANNENBAUM ROBYN	PURCHASE	6.25	4K	25K	117.67K
Jun 06, 2024	TANNENBAUM LEONARD M	PURCHASE	11.95	30K	358.5K	159.22K
Jun 05, 2024	TANNENBAUM LEONARD M	PURCHASE	12.09	31.34K	378.84K	3.78M
May 15, 2023	TANNENBAUM LEONARD M	PURCHASE	10.45	51.31K	536.18K	3.63M
May 12, 2023	TANNENBAUM LEONARD M	PURCHASE	10.34	45K	465.3K	129.22K
May 12, 2023	TANNENBAUM ROBYN	PURCHASE	10.34	45K	465.3K	129.22K
May 11, 2023	TANNENBAUM ROBYN	PURCHASE	10.11	2K	20.22K	31.69K
May 11, 2023	TANNENBAUM LEONARD M	PURCHASE	10.11	2K	20.22K	31.69K
Mar 10, 2023	TANNENBAUM LEONARD M	PURCHASE	12.89	25K	322.25K	55K
Mar 08, 2023	TANNENBAUM LEONARD M	PURCHASE	13.94	1K	13.94K	29.69K
Mar 08, 2023	TANNENBAUM ROBYN	PURCHASE	13.94	1K	13.94K	29.69K
Jun 17, 2022	TANNENBAUM LEONARD M	PURCHASE	15.85	5K	79.24K	5K
Jun 16, 2022	KALIKOW JONATHAN GILBERT	PURCHASE	15.62	57.6K	899.71K	97.5K
May 12, 2022	TANNENBAUM LEONARD M	PURCHASE	16.88	1K	16.88K	3K
May 12, 2022	KALIKOW JONATHAN GILBERT	PURCHASE	16.58	23.9K	396.19K	39.9K
May 11, 2022	TANNENBAUM ROBYN	PURCHASE	16.88	1K	16.88K	3K
May 11, 2022	KAUFMAN BRETT	PURCHASE	16.70	3K	50.1K	6K
May 11, 2022	KALIKOW JONATHAN GILBERT	PURCHASE	16.17	16K	258.76K	16K
May 11, 2022	TANNENBAUM LEONARD M	PURCHASE	15.80	21.18K	334.78K	3.36M
Mar 18, 2022	KAUFMAN BRETT	PURCHASE	19.27	2K	38.54K	3K
Jun 25, 2021	TANNENBAUM ROBYN	PURCHASE	20.71	1K	20.71K	2K
Mar 23, 2021	KALIKOW JONATHAN GILBERT	PURCHASE	19.00	5K	95K	5K
Mar 23, 2021	BOND JODI HANSON	PURCHASE	19.00	1.2K	22.8K	11.01K
Mar 23, 2021	TANNENBAUM LEONARD M	PURCHASE	19.00	1K	19K	1K
Mar 23, 2021	HARRISON THOMAS L	PURCHASE	19.00	5K	95K	15.03K
Mar 23, 2021	TANNENBAUM ROBYN	PURCHASE	19.00	1K	19K	1K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE1.22M19

SALES00

NET SHARES1.22M19

SHARES HELD72.56M19

% NET SHARES-98.32%0%

Frequently Asked Questions