How many institutions own AGM 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 AGM shares is 332, representing 85.07% of the company's common stock.

Who are the major shareholders selling Federal Agricultural Mortgage Corporation stock?

RICE HALL JAMES & ASSOCIATES, LLC, in the last quarter, reduced its stake in AGM by -13.59% restricting it's holding to 110.09 thousand shares of worth nearly $18.49M. NORTHERN TRUST CORP also lessened -2.16% of the AGM shares from its portfolio, reducing its holding to 122.09 thousand shares of worth $20.51M. BOSTON PARTNERS also shunned AGM shares holding by -19.47% last quarter which brought its holding to 338.75 thousand shares worth $56.57M.

Investors who are buying AGM stock?

As per its latest 13F filing, GOLDMAN SACHS GROUP INC increased its stake in AGM by 16.47% in the last quarter. The institutional holder raised its holding to 48.89 thousand shares having worth more than $8.21M. WELLINGTON MANAGEMENT GROUP LLP also added 4.81% more shares of AGM to its portfolio, raising its holding to 182.02 thousand shares of worth $30.58M. RAYMOND JAMES FINANCIAL INC also increased its AGM shares holding by 18.27% which brought its holding to 182.75 thousand shares worth $30.70M.

AGM's major insiders: who are they?

The insider with the most stakes in AGM is BUZBY TIMOTHY L , President and CEO at the company. Additionally, AGM stock is highly held by Chief Operating Officer STENSON TOM D and President and CEO NORDHOLM BRADFORD T among others.

Did an insider recently sell AGM stock?

Company executives, directors, and other insiders own 1.21% percent of Federal Agricultural Mortgage Corporation's stock. Within the last six months, there have been 3 transaction(s) in which AGM insiders have sold stock, totaling 6.02K shares. Insiders that have sold shares include RAMSEY GREGORY, NORDHOLM BRADFORD T, and CARPENTER ZACHARY.

Which insider recently purchased AGM stock?

There have been 0 transaction(s) during the past 6-months in which Federal Agricultural Mortgage Corporation insiders have bought stock, totalling 0 shares

How much of AGM does insiders own?

Around 46.39K Federal Agricultural Mortgage Corporation shares are held by insiders, which represents about 1.21% of AGM stock.

Who is the insider with the largest stake?

AGM President and CEO, BUZBY TIMOTHY L holds the largest portfolio of the company's shares. AGM shares owned by BUZBY total nearly 50.53 thousand.

Which institution holds the most shares in AGM?

GOLDMAN SACHS GROUP INC is the largest institutional owner in AGM which holds 48.89 thousand shares worth $8.21M or 0.45% of the total AGM shares outstanding followed by RICE HALL JAMES & ASSOCIATES, LLC with ownership of 110.09 thousand shares representing 1.01% of the AGM ownership. NORTHERN TRUST CORP is the third largest stakeholder with 122.09 thousand shares or 1.12% of the ownership worth more than $20.51M.

Is Federal Agricultural Mortgage Corporation 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 AGM is concerned, it is a stock which is optionable.

Is there a short position on AGM's shares?

Number of AGM shares short is 147.68K. 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 AGM shares are there?

As of today, 9.32M shares of AGM are outstanding.

Is there many float in AGM 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, AGM has 10.20M shares in float.

AGM 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 AGM is null.

Federal Agricultural Mortgage (AGM) 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 Shares1.48

Short Percent Of FloatN/A

Shares Outstanding9.32M

Shares Float10.20M

Shares Short147.68K

Short RatioN/A

N/A

Short % of Float

1.48%

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

1.21% Percentage of Shares held by All Insiders

85.07% Percentage of Shares held by All Institutions

86.11% Percentage of Float held by Institutions

332

Number of Institutions Holding Shares

Institutional Ownership

About 85.07% of AGM shares are held by financial institutions. GOLDMAN SACHS GROUP INC is the top corporate investor, holding 48.89K shares valued at $8.21M. A 0.45% stake in Federal Agricultural Mortgage Corporation is owned by the company. RICE HALL JAMES & ASSOCIATES, LLC owns 110.09K shares valued at $18.49M, which translates its holding of 1.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.45%	48.89K	8.21M	6.91K	+16.47%
Sep 30, 2025	RICE HALL JAMES & ASSOCIATES, LLC	1.01%	110.09K	18.49M	-17.31K	-13.59%
Sep 30, 2025	NORTHERN TRUST CORP	1.12%	122.09K	20.51M	-2.69K	-2.16%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.66%	182.02K	30.58M	8.35K	+4.81%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.67%	182.75K	30.7M	28.23K	+18.27%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	2.86%	312.65K	52.52M	17.29K	+5.86%
Sep 30, 2025	VANGUARD GROUP INC	5.34%	583.92K	98.09M	1.78K	+0.30%
Sep 30, 2025	BOSTON PARTNERS	3.1%	338.75K	56.57M	-81.89K	-19.47%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.18%	19.89K	3.34M	-1.25K	-5.92%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.48%	380.45K	63.91M	-20.91K	-5.21%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	3.85%	420.68K	70.67M	43.16K	+11.43%
Sep 30, 2025	FMR LLC	4.48%	489.86K	82.29M	-138.39K	-22.03%
Sep 30, 2025	LOOMIS SAYLES & CO L P	1.67%	182.06K	30.58M	-9.52K	-4.97%
Sep 30, 2025	STATE STREET CORP	1.89%	206.83K	34.74M	6.03K	+3.00%
Sep 30, 2025	CROWN ADVISORS MANAGEMENT, INC.	0.41%	45K	7.56M	5K	+12.50%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.48%	52.59K	8.83M	248	+0.47%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.63%	69.29K	11.64M	1.56K	+2.31%
Sep 30, 2025	PROSHARE ADVISORS LLC	0.29%	31.88K	5.35M	-1.4K	-4.20%
Sep 30, 2025	CITADEL ADVISORS LLC	0.31%	34K	5.71M	23.01K	+209.38%
Sep 30, 2025	BALLAST ASSET MANAGEMENT, LP	0.33%	36.26K	6.09M	277	+0.77%
Sep 30, 2025	MARSHALL WACE, LLP	0.34%	37.6K	6.32M	28.41K	+309.28%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.5%	54.8K	9.21M	7.94K	+16.94%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.55%	59.63K	10.02M	4.71K	+8.58%
Sep 30, 2025	NUVEEN, LLC	0.35%	37.83K	6.35M	515	+1.38%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.03%	222.43K	37.37M	-730	-0.33%
Sep 30, 2025	COPELAND CAPITAL MANAGEMENT, LLC	2.33%	254.22K	42.7M	-14.46K	-5.38%
Sep 30, 2025	UBS GROUP AG	0.31%	33.53K	5.63M	-3.81K	-10.20%
Sep 30, 2025	JANE STREET GROUP, LLC	0.31%	33.58K	5.64M	4.33K	+14.82%
Sep 30, 2025	MORGAN STANLEY	0.84%	91.68K	15.4M	-8.53K	-8.51%
Sep 30, 2025	WEYBOSSET RESEARCH & MANAGEMENT LLC	0.96%	105.02K	17.64M	-474	-0.45%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.97%	106.08K	17.82M	381	+0.36%
Sep 30, 2025	ROYAL BANK OF CANADA	0.22%	24.07K	4.04M	-3.02K	-11.16%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.19%	20.52K	3.45M	20.52K	+100.00%
Sep 30, 2025	DEUTSCHE BANK AG\	0.21%	22.54K	3.79M	823	+3.79%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.21%	22.83K	3.83M	18	+0.08%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.64%	70.07K	11.77M	2.81K	+4.17%
Sep 30, 2025	ANCORA ADVISORS, LLC	0.22%	24.07K	4.04M	-4.97K	-17.10%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.67%	73.6K	12.36M	1.55K	+2.15%
Sep 30, 2025	BLACKROCK, INC.	6.47%	707.03K	118.77M	-31.63K	-4.28%
Sep 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.24%	25.86K	4.34M	-936	-3.49%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.24%	26.48K	4.45M	-15.43K	-36.82%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	2.64%	288.7K	48.5M	25.31K	+9.61%
Sep 30, 2025	FIRST WILSHIRE SECURITIES MANAGEMENT INC	0.24%	26.54K	4.46M	-770	-2.82%
Sep 30, 2025	PEAK6 LLC	0.24%	26.6K	4.47M	7.5K	+39.27%
Sep 30, 2025	BARNETT & COMPANY, INC.	0.35%	38.16K	6.41M	-1.31K	-3.31%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.39%	42.1K	7.07M	-7.23K	-14.66%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.39%	42.77K	7.18M	2.47K	+6.12%
Sep 30, 2025	LPL FINANCIAL LLC	0.07%	8.01K	1.35M	578	+7.78%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.1%	10.53K	1.77M	-34	-0.32%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.1%	10.88K	1.83M	693	+6.80%
Sep 30, 2025	CAPITAL WORLD INVESTORS	2.52%	275.77K	46.32M	275.77K	+100.00%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.11%	11.91K	2M	15	+0.13%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.11%	12.06K	2.02M	-327	-2.64%
Sep 30, 2025	RHUMBLINE ADVISERS	0.13%	14.47K	2.43M	-32	-0.22%
Sep 30, 2025	INVESCO LTD.	0.13%	14.67K	2.46M	-12.93K	-46.86%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.14%	15.49K	2.6M	-125	-0.80%
Sep 30, 2025	VELA INVESTMENT MANAGEMENT, LLC	0.14%	15.54K	2.61M	189	+1.23%
Sep 30, 2025	JPMORGAN CHASE & CO	0.19%	20.49K	3.44M	3.1K	+17.82%
Sep 30, 2025	BARCLAYS PLC	0.15%	16.25K	2.73M	-5.05K	-23.69%
Sep 30, 2025	EMPIRICAL FINANCE, LLC	0.15%	16.38K	2.75M	4.69K	+40.14%
Sep 30, 2025	GLOBAL ALPHA CAPITAL MANAGEMENT LTD.	0.15%	16.91K	2.84M	1.8K	+11.91%
Sep 30, 2025	MATTHEW 25 MANAGEMENT CORP	0.16%	17K	2.86M	-14K	-45.16%
Sep 30, 2025	PULLEN INVESTMENT MANAGEMENT, LLC	0.16%	17.94K	3.01M	1.98K	+12.41%
Sep 30, 2025	SWISS NATIONAL BANK	0.17%	18.18K	3.05M	300	+1.68%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.17%	18.19K	3.05M	309	+1.73%
Sep 30, 2025	SEI INVESTMENTS CO	0.17%	18.91K	3.18M	556	+3.03%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.43%	47.47K	7.97M	3.01K	+6.76%
Sep 30, 2025	MAN GROUP PLC	0.43%	47.51K	7.98M	44.02K	+1,262.04%
Sep 30, 2025	CSM ADVISORS, LLC	0.27%	29.51K	4.95M	-950	-3.12%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	2.9%	316.85K	53.23M	-853	-0.27%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	2.7%	295.35K	57.38M	17.23K	+6.20%
Jun 30, 2025	BOSTON PARTNERS	3.85%	420.64K	80.14M	4.76K	+1.15%
Jun 30, 2025	BLACKROCK, INC.	6.76%	738.66K	143.51M	-10.56K	-1.41%
Jun 30, 2025	APPLIED CAPITAL LLC/FL	0.06%	6.49K	1.26M	27	+0.42%
Jun 30, 2025	GLOBAL ALPHA CAPITAL MANAGEMENT LTD.	0.14%	15.11K	2.93M	0	0
Jun 30, 2025	VELA INVESTMENT MANAGEMENT, LLC	0.14%	15.35K	2.98M	2.37K	+18.24%
Jun 30, 2025	PULLEN INVESTMENT MANAGEMENT, LLC	0.15%	15.96K	3.1M	-55	-0.34%
Jun 30, 2025	MILITIA CAPITAL PARTNERS, LP	0.15%	16K	3.11M	1K	+6.67%
Jun 30, 2025	MORGAN STANLEY	0.92%	100.21K	19.47B	14.03K	+16.27%
Jun 30, 2025	FMR LLC	5.75%	628.25K	122.06M	8.63K	+1.39%
Jun 30, 2025	NORTHERN TRUST CORP	1.14%	124.78K	24.24M	-9.72K	-7.23%
Jun 30, 2025	BALLAST ASSET MANAGEMENT, LP	0.33%	35.98K	6.99M	0	0
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.38%	41.98K	8.16B	-5.83K	-12.20%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	2.41%	263.4K	51.17M	18.85K	+7.71%
Jun 30, 2025	CSM ADVISORS, LLC	0.28%	30.46K	5.92M	30.46K	+100.00%
Jun 30, 2025	PROSHARE ADVISORS LLC	0.3%	33.27K	6.46M	31.3K	+1,581.35%
Jun 30, 2025	UBS GROUP AG	0.34%	37.35K	7.26M	13.19K	+54.59%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.37%	40.3K	7.83M	-915	-2.22%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.62%	67.26K	13.07M	6.38K	+10.49%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.59%	173.67K	33.74M	1.09K	+0.63%
Jun 30, 2025	STATE STREET CORP	1.84%	200.79K	39.01M	-11.55K	-5.44%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0.17%	18.94K	3.68M	14.91K	+369.30%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.04%	223.16K	43.36M	3.55K	+1.62%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	2.91%	317.71K	61.73M	-12.83K	-3.88%
Jun 30, 2025	NUVEEN, LLC	0.34%	37.31K	7.25M	12.42K	+49.91%
Jun 30, 2025	INVESCO LTD.	0.25%	27.6K	5.36M	-1.39K	-4.78%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.27%	29.04K	5.64M	-1	0.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.27%	29.25K	5.68M	12.07K	+70.23%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.41%	44.46K	8.64M	15K	+50.91%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.43%	46.87K	9.1M	12.36K	+35.83%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.45%	49.33K	9.58M	-2.07K	-4.02%
Jun 30, 2025	HRT FINANCIAL LP	0.08%	9.05K	1.76M	-2.38K	-20.83%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.08%	8.85K	1.72B	0	0
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.08%	8.64K	1.68B	127	+1.49%
Jun 30, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.07%	7.91K	1.54M	-99	-1.24%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.07%	7.8K	1.52M	7.8K	+100.00%
Jun 30, 2025	CRUISER CAPITAL ADVISORS, LLC	0.07%	7.75K	1.51M	0	0
Jun 30, 2025	VALMARK ADVISERS, INC.	0.07%	7.61K	1.48M	-1.41K	-15.65%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.07%	7.36K	1.43M	20	+0.27%
Jun 30, 2025	QUADRATURE CAPITAL LTD	0.07%	7.23K	1.41M	3.92K	+118.84%
Jun 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.06%	6.92K	1.35M	3.1K	+81.23%
Jun 30, 2025	PEAK6 LLC	0.17%	19.1K	3.71M	7.4K	+63.25%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.19%	21.14K	4.11M	-1.36K	-6.04%
Jun 30, 2025	BARCLAYS PLC	0.19%	21.3K	4.14M	6.7K	+45.85%
Jun 30, 2025	DEUTSCHE BANK AG\	0.2%	21.72K	4.22M	2.09K	+10.63%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	21.89K	4.25M	-5.77K	-20.87%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.21%	22.81K	4.43M	4.28K	+23.13%
Jun 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.25%	26.79K	5.21M	-1.15K	-4.12%
Jun 30, 2025	ROYAL BANK OF CANADA	0.25%	27.09K	5.26M	-430	-1.56%
Jun 30, 2025	FIRST WILSHIRE SECURITIES MANAGEMENT INC	0.25%	27.31K	5.31M	-136	-0.50%
Jun 30, 2025	MATTHEW 25 MANAGEMENT CORP	0.28%	31K	6.02M	-24K	-43.64%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.32%	34.52K	6.71M	12.83K	+59.18%
Jun 30, 2025	BARNETT & COMPANY, INC.	0.36%	39.46K	7.67M	-750	-1.87%
Jun 30, 2025	CROWN ADVISORS MANAGEMENT, INC.	0.37%	40K	7.77M	0	0
Jun 30, 2025	FIL LTD	0.4%	43.4K	8.43M	14.58K	+50.57%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.48%	52.35K	10.17M	657	+1.27%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.5%	54.91K	10.67M	26.74K	+94.92%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.62%	67.72K	13.16M	-1.18K	-1.71%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.66%	72.05K	14M	-552	-0.76%
Jun 30, 2025	WEYBOSSET RESEARCH & MANAGEMENT LLC	0.96%	105.5K	20.5M	-1.34K	-1.25%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.97%	105.7K	20.54M	-555	-0.52%
Jun 30, 2025	RICE HALL JAMES & ASSOCIATES, LLC	1.17%	127.41K	24.75M	-36.39K	-22.22%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.41%	154.52K	30.02M	13.56K	+9.62%
Jun 30, 2025	COPELAND CAPITAL MANAGEMENT, LLC	2.46%	268.68K	52.2M	-20.09K	-6.96%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	3.45%	377.52K	73.34M	-254	-0.07%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.67%	401.37K	77.98M	-15.38K	-3.69%
Jun 30, 2025	VANGUARD GROUP INC	5.32%	582.15K	113.1M	19.36K	+3.44%
Jun 30, 2025	MARSHALL WACE, LLP	0.08%	9.19K	1.78M	9.19K	+100.00%
Jun 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.09%	9.56K	1.86M	5.61K	+142.21%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.09%	10.19K	1.98M	47	+0.46%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.1%	10.46K	2.03M	10.46K	+100.00%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.1%	10.54K	2.05M	4.76K	+82.28%
Jun 30, 2025		0.34%	37.31K	7.25M	12.42K	+49.91%
Jun 30, 2025	RIVERWATER PARTNERS LLC	0.06%	6.61K	1.28M	-15	-0.23%
Jun 30, 2025	EMPIRICAL FINANCE, LLC	0.11%	11.69K	2.27M	2.77K	+31.01%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.11%	11.9K	2.31M	1	+0.01%
Jun 30, 2025	DARK FOREST CAPITAL MANAGEMENT LP	0.12%	13.61K	2.64M	6.92K	+103.39%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.16%	17.88K	3.47M	81	+0.46%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.38%	41.91K	8.14B	11.05K	+35.79%
Jun 30, 2025	LOOMIS SAYLES & CO L P	1.75%	191.58K	37.22M	3.84K	+2.04%
Jun 30, 2025	JAMES INVESTMENT RESEARCH INC	0.06%	6.13K	1.19M	0	0
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.06%	6.17K	1.2M	674	+12.26%
Jun 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.06%	6.4K	1.24M	0	0
Mar 31, 2025	MORGAN STANLEY	0.79%	86.19K	16.16M	-2.06K	-2.33%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.26%	28.17K	5.28M	4.52K	+19.13%
Mar 31, 2025	BLACKROCK, INC.	6.88%	749.22K	140.49M	-4.7K	-0.62%
Mar 31, 2025	CROWN ADVISORS MANAGEMENT, INC.	0.37%	40K	7.5M	0	0
Mar 31, 2025	ANCORA ADVISORS, LLC	0.27%	29.04K	5.44M	-2.98K	-9.29%
Mar 31, 2025	WEYBOSSET RESEARCH & MANAGEMENT LLC	0.98%	106.83K	20.03M	-2.47K	-2.26%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.98%	106.25K	19.92M	4.96K	+4.90%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.67%	72.6K	13.61M	786	+1.09%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.63%	68.9K	12.92M	5.7K	+9.02%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.56%	60.87K	11.41M	-9.8K	-13.87%
Mar 31, 2025	MATTHEW 25 MANAGEMENT CORP	0.5%	55K	10.31M	-5K	-8.33%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.47%	51.69K	9.69M	-344	-0.66%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.47%	51.4K	9.64M	1.2K	+2.39%
Mar 31, 2025	FOUNDRY PARTNERS, LLC	0.34%	37.38K	7.01M	-235	-0.62%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.32%	34.5K	6.47M	678	+2.00%
Mar 31, 2025	BOSTON PARTNERS	3.82%	415.87K	77.14M	157	+0.04%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.58%	172.57K	32.36M	-9.9K	-5.42%
Mar 31, 2025	FMR LLC	5.69%	619.62K	116.19M	-19.07K	-2.99%
Mar 31, 2025	STATE STREET CORP	1.95%	212.34K	39.82M	-13.59K	-6.02%
Mar 31, 2025	LOOMIS SAYLES & CO L P	1.72%	187.74K	35.2M	11.62K	+6.60%
Mar 31, 2025	RICE HALL JAMES & ASSOCIATES, LLC	1.5%	163.79K	30.71M	-4.22K	-2.51%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.29%	140.96K	26.43M	-5.85K	-3.99%
Mar 31, 2025	NORTHERN TRUST CORP	1.23%	134.5K	25.22M	4.63K	+3.56%
Mar 31, 2025	INVESCO LTD.	0.27%	28.99K	5.44M	-5.62K	-16.24%
Mar 31, 2025	FIRST WILSHIRE SECURITIES MANAGEMENT INC	0.25%	27.45K	5.15M	-284	-1.02%
Mar 31, 2025		0.23%	24.89K	4.67M	24.89K	+100.00%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.2%	21.68K	4.07M	2.07K	+10.55%
Mar 31, 2025	JPMORGAN CHASE & CO	0.26%	28.5K	5.34M	-26.5K	-48.18%
Mar 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.26%	27.94K	5.24M	-396	-1.40%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	27.66K	5.19M	9.33K	+50.92%
Mar 31, 2025	ROYAL BANK OF CANADA	0.25%	27.52K	5.16M	-2.55K	-8.48%
Mar 31, 2025	UBS GROUP AG	0.22%	24.16K	4.53M	-3.98K	-14.15%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.21%	22.5K	4.22M	2.29K	+11.36%
Mar 31, 2025	BALLAST ASSET MANAGEMENT, LP	0.33%	35.98K	6.75M	549	+1.55%
Mar 31, 2025	FIL LTD	0.26%	28.83K	5.41M	-47	-0.16%
Mar 31, 2025	CITADEL ADVISORS LLC	0.18%	19.8K	3.71M	-4.4K	-18.18%
Mar 31, 2025	VANGUARD GROUP INC	5.17%	562.79K	105.53M	3.97K	+0.71%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.82%	416.74K	78.14M	-14.73K	-3.41%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	3.03%	330.53K	61.98M	-3.44K	-1.03%
Mar 31, 2025	COPELAND CAPITAL MANAGEMENT, LLC	2.65%	288.77K	54.15M	-9.04K	-3.04%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	2.55%	278.12K	52.15M	22.92K	+8.98%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	2.24%	244.55K	45.86M	24.29K	+11.03%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	2.24%	244.22K	45.79M	-111.78K	-31.40%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.44%	47.81K	8.96M	-16.77K	-25.96%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.38%	41.21K	7.73M	3.58K	+9.50%
Mar 31, 2025	BARNETT & COMPANY, INC.	0.37%	40.21K	7.54M	-5.08K	-11.21%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.28%	30.86K	5.79M	17.44K	+129.99%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.28%	29.96K	5.62M	-1.7K	-5.36%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.02%	219.61K	41.19M	4.83K	+2.25%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.27%	29.46K	5.52M	-2.17K	-6.85%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.43%	46.23K	9.1M	17.87K	+63.02%
Mar 31, 2024	BARNETT & COMPANY, INC.	0.42%	45.55K	8.97M	-644	-1.39%
Mar 31, 2024	CROWN ADVISORS MANAGEMENT, INC.	0.37%	40K	7.88M	0	0
Mar 31, 2024	INVESCO LTD.	0.37%	39.86K	7.85M	-34	-0.09%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.33%	36.18K	7.12M	-2.29K	-5.96%
Mar 31, 2024	BALLAST ASSET MANAGEMENT, LP	0.32%	34.9K	6.87M	3.26K	+10.30%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.31%	33.86K	6.67M	-3.26K	-8.78%
Mar 31, 2024	MARINER, LLC	0.31%	33.48K	743.02K	1.4K	+4.36%
Mar 31, 2024	GW&K INVESTMENT MANAGEMENT, LLC	0.3%	32.86K	6.47M	-1.16K	-3.40%
Mar 31, 2024	UBS GROUP AG	0.29%	30.91K	6.09M	-17.65K	-36.34%
Mar 31, 2024	FIRST WILSHIRE SECURITIES MANAGEMENT INC	0.27%	28.78K	5.67M	-6.93K	-19.40%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.71%	76.7K	14.67M	10.83K	+16.44%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.83%	89.9K	17.7M	23.6K	+35.60%
Mar 31, 2024	JPMORGAN CHASE & CO	0.83%	90.05K	17.73M	6.3K	+7.53%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.89%	96.91K	19.08M	-142.03K	-59.44%
Mar 31, 2024	MORGAN STANLEY	0.98%	106.54K	20.98M	29.83K	+38.88%
Mar 31, 2024	WEYBOSSET RESEARCH & MANAGEMENT LLC	1.07%	116.2K	12.82M	-3.63K	-3.03%
Mar 31, 2024	NORTHERN TRUST CORP	1.11%	119.81K	23.59M	839	+0.71%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	1.13%	122.6K	24.14M	122.6K	+100.00%
Mar 31, 2024	ANCORA ADVISORS, LLC	0.45%	49.28K	9.7M	-3.66K	-6.91%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.25%	26.91K	5.3M	8.47K	+45.95%
Mar 31, 2024	ROYAL BANK OF CANADA	0.26%	27.67K	5.45M	3.35K	+13.79%
Mar 31, 2024	FOUNDRY PARTNERS, LLC	0.35%	37.73K	7.43M	-950	-2.46%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.35%	38.37K	7.55M	2.43K	+6.76%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.55%	59.62K	11.74M	-188	-0.31%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.58%	63K	12.4M	-3.54K	-5.32%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.84%	91.12K	17.94M	24.32K	+36.40%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	4.1%	444.27K	87.47M	903	+0.20%
Mar 31, 2024	BOSTON PARTNERS	4.49%	486.96K	95.44M	36.56K	+8.12%
Mar 31, 2024	VANGUARD GROUP INC	4.96%	537.59K	105.84M	-2.38K	-0.44%
Mar 31, 2024	FMR LLC	6.24%	677.01K	133.29M	18.31K	+2.78%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.31%	141.63K	27.88M	46.05K	+48.19%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	1.47%	159.26K	31.36M	-14.49K	-8.34%
Mar 31, 2024	RICE HALL JAMES & ASSOCIATES, LLC	1.47%	159.87K	31.47M	-3.31K	-2.03%
Mar 31, 2024	LOOMIS SAYLES & CO L P	1.65%	179.33K	35.31M	6.34K	+3.67%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.94%	210.71K	41.49M	8.18K	+4.04%
Mar 31, 2024	STATE STREET CORP	2.04%	221.5K	43.61M	13.11K	+6.29%
Mar 31, 2024	COPELAND CAPITAL MANAGEMENT, LLC	2.66%	288.77K	56.85M	3.81K	+1.34%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	2.7%	292.22K	57.53M	-14.71K	-4.79%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0.12%	13.51K	2.66M	-190	-1.39%
Mar 31, 2024	RHUMBLINE ADVISERS	0.14%	15.36K	3.02M	336	+2.24%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.14%	15.53K	3.06M	4	+0.03%
Mar 31, 2024	FORTIS CAPITAL ADVISORS, LLC	0.14%	15.68K	3.09M	4.64K	+42.06%
Mar 31, 2024	BELPOINTE ASSET MANAGEMENT LLC	0.14%	15.68K	3.09M	4.64K	+42.06%
Mar 31, 2024	CREDIT SUISSE AG/	0.15%	15.76K	3.1M	868	+5.83%
Mar 31, 2024	SEI INVESTMENTS CO	0.15%	16.79K	3.31B	-1.82K	-9.78%
Mar 31, 2024	SWISS NATIONAL BANK	0.17%	18.38K	3.62M	0	0
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.17%	18.82K	3.71M	239	+1.29%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.18%	19.52K	3.84M	1.01K	+5.45%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.21%	22.5K	4.43M	0	0
Mar 31, 2024	ADVISORSHARES INVESTMENTS LLC	0.26%	28.22K	5.56M	10.37K	+58.09%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.24%	25.56K	5.03M	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.24%	25.5K	5.02M	-43.8K	-63.20%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.23%	24.74K	4.87M	-1.97K	-7.36%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.6%	65.29K	12.85M	2.1K	+3.32%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.51%	55K	10.83M	43.6K	+382.46%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.52%	56.29K	11.08M	-3.63K	-6.06%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.57%	62.23K	12.25M	319	+0.52%
Mar 31, 2024	MATTHEW 25 MANAGEMENT CORP	0.58%	62.5K	12.31M	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.6%	64.62K	12.72M	5.78K	+9.82%
Mar 31, 2024	BLACKROCK INC.	7.33%	794.31K	156.38M	-68.46K	-7.93%
Dec 31, 2023	FMR LLC	6.02%	658.7K	125.96M	58.86K	+9.81%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.21%	22.5K	4.3M	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.22%	24.32K	4.65M	1.79K	+7.92%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.22%	24.6K	4.7M	15.3K	+164.52%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.23%	25.56K	4.89M	-6.03K	-19.07%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.24%	26.7K	5.11M	-506	-1.86%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.26%	28.36K	5.42M	25.64K	+943.61%
Dec 31, 2023		0.29%	31.64K	6.05M	8.47K	+36.55%
Dec 31, 2023	MARINER, LLC	0.29%	32.08K	455.92K	32.08K	+100.00%
Dec 31, 2023	GW&K INVESTMENT MANAGEMENT, LLC	0.31%	34.01K	6.5M	-1.31K	-3.70%
Dec 31, 2023	FIRST WILSHIRE SECURITIES MANAGEMENT INC	0.33%	35.71K	6.83M	-1.25K	-3.37%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.33%	35.94K	6.87B	2.76K	+8.32%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.34%	37.12K	7.1M	-10.6K	-22.21%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.35%	38.47K	7.36M	496	+1.31%
Dec 31, 2023	FOUNDRY PARTNERS, LLC	0.35%	38.68K	7.4M	-660	-1.68%
Dec 31, 2023	INVESCO LTD.	0.36%	39.89K	7.63M	-3.53K	-8.13%
Dec 31, 2023	CROWN ADVISORS MANAGEMENT, INC.	0.37%	40K	7.65M	5K	+14.29%
Dec 31, 2023	BARNETT & COMPANY, INC.	0.42%	46.19K	8.83M	-40	-0.09%
Dec 31, 2023	UBS GROUP AG	0.44%	48.56K	9.29M	5.06K	+11.63%
Dec 31, 2023	ANCORA ADVISORS, LLC	0.48%	52.94K	10.12M	-445	-0.83%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.54%	58.84K	11.25M	430	+0.74%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.55%	59.81K	11.44M	-558	-0.92%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.55%	59.92K	11.46M	-23.09K	-27.82%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.57%	61.92K	11.84M	-1.91K	-2.99%
Dec 31, 2023	MATTHEW 25 MANAGEMENT CORP	0.57%	62.5K	11.95M	-8K	-11.35%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.58%	63.19K	12.08M	12.79K	+25.38%
Dec 31, 2023	EAGLE ASSET MANAGEMENT INC	0.6%	65.87K	12.6M	-25.42K	-27.85%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.61%	66.3K	12.68M	1.2K	+1.84%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.61%	66.54K	12.72M	-10.92K	-14.09%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.61%	66.8K	12.77M	-46.72K	-41.15%
Dec 31, 2023	CITADEL ADVISORS LLC	0.41%	44.7K	8.55M	14.8K	+49.50%
Dec 31, 2023	MORGAN STANLEY	0.7%	76.72K	14.67M	4.08K	+5.62%
Dec 31, 2023	JPMORGAN CHASE & CO	0.77%	83.75K	16.01M	7.29K	+9.54%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.87%	95.58K	18.28M	17.87K	+22.99%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.87%	95.61K	500K	95.61K	+100.00%
Dec 31, 2023	NORTHERN TRUST CORP	1.09%	118.97K	22.75M	5.98K	+5.29%
Dec 31, 2023	WEYBOSSET RESEARCH & MANAGEMENT LLC	1.1%	119.83K	22.91M	-963	-0.80%
Dec 31, 2023	RICE HALL JAMES & ASSOCIATES, LLC	1.49%	163.18K	31.2M	-8.86K	-5.15%
Dec 31, 2023	LOOMIS SAYLES & CO L P	1.58%	172.99K	33.08M	40.95K	+31.01%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	1.59%	173.75K	33.22M	173.75K	+100.00%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.85%	202.54K	38.73M	9.22K	+4.77%
Dec 31, 2023	STATE STREET CORP	1.91%	208.39K	39.85M	7.99K	+3.99%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.18%	238.94K	45.69M	-1.16K	-0.48%
Dec 31, 2023	COPELAND CAPITAL MANAGEMENT, LLC	2.61%	284.95K	54.49M	-3.45K	-1.19%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	2.81%	306.94K	58.69M	-16.97K	-5.24%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	4.05%	443.37K	84.78M	-6.18K	-1.38%
Dec 31, 2023	BOSTON PARTNERS	4.12%	450.4K	85.93M	-25.98K	-5.45%
Dec 31, 2023	VANGUARD GROUP INC	4.94%	539.96K	103.25M	14.42K	+2.74%
Dec 31, 2023	BLACKROCK INC.	7.89%	862.77K	164.98M	-2.57K	-0.30%
Sep 30, 2023	BARNETT & COMPANY, INC.	0.43%	46.23K	-	-1.27K	-2.68%
Sep 30, 2023	ANCORA ADVISORS, LLC	0.49%	53.39K	-	-3.14K	-5.55%
Sep 30, 2023	ENVESTNET ASSET MANAGEMENT INC	0.54%	58.41K	-	12.05K	+26.00%
Sep 30, 2023	WELLS FARGO & COMPANY/MN	0.56%	60.37K	-	-4.62K	-7.11%
Sep 30, 2023	RAYMOND JAMES & ASSOCIATES	0.59%	63.83K	-	-1.71K	-2.62%
Sep 30, 2023	MATTHEW 25 MANAGEMENT CORP	0.65%	70.5K	-	-9.5K	-11.88%
Sep 30, 2023	MORGAN STANLEY	0.67%	72.64K	-	29.85K	+69.74%
Sep 30, 2023	BANK OF NEW YORK MELLON CORP	0.72%	77.46K	-	-4.5K	-5.49%
Sep 30, 2023	AMERICAN CENTURY COMPANIES INC	0.72%	77.71K	-	10.13K	+15.00%
Sep 30, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.77%	83.01K	-	-10.54K	-11.26%
Sep 30, 2023	EAGLE ASSET MANAGEMENT INC	0.84%	91.29K	-	-2.55K	-2.71%
Sep 30, 2023	NORTHERN TRUST CORP	1.04%	112.99K	-	-528	-0.47%
Sep 30, 2023	WEYBOSSET RESEARCH & MANAGEMENT LLC	1.12%	120.8K	-	-2.06K	-1.68%
Sep 30, 2023	LOOMIS SAYLES & CO L P	1.22%	132.04K	-	-1.92K	-1.43%
Sep 30, 2023	RICE HALL JAMES & ASSOCIATES, LLC	1.59%	172.03K	-	-13.79K	-7.42%
Sep 30, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.78%	193.31K	-	9.99K	+5.45%
Sep 30, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.22%	240.11K	-	-14.89K	-5.84%
Sep 30, 2023	COPELAND CAPITAL MANAGEMENT, LLC	2.66%	288.4K	-	-36.89K	-11.34%
Sep 30, 2023	PRINCIPAL FINANCIAL GROUP INC	2.99%	323.91K	-	-9.49K	-2.85%
Sep 30, 2023	DIMENSIONAL FUND ADVISORS LP	4.15%	449.55K	-	-6.93K	-1.52%
Sep 30, 2023	BOSTON PARTNERS	4.4%	476.39K	-	-18.39K	-3.72%
Sep 30, 2023	FMR LLC	5.54%	599.85K	-	325.93K	+118.99%
Sep 30, 2023	DENALI ADVISORS LLC	0.11%	11.6K	-	-20.21K	-63.54%
Sep 30, 2023	EAM INVESTORS, LLC	0.11%	12.27K	-	12.27K	+100.00%
Sep 30, 2023	CREDIT SUISSE AG/	0.12%	13.48K	-	276	+2.09%
Sep 30, 2023	WEDBUSH SECURITIES INC	0.12%	13.49K	-	486	+3.74%
Sep 30, 2023	ALLIANZ ASSET MANAGEMENT GMBH	0.13%	13.7K	-	-1.07K	-7.23%
Sep 30, 2023	CARY STREET PARTNERS ASSET MANAGEMENT LLC	0.14%	14.96K	-	-931	-5.86%
Sep 30, 2023	BLACKROCK INC.	7.99%	865.33K	-	-221.21K	-20.36%
Sep 30, 2023	STIFEL FINANCIAL CORP	0.14%	14.96K	-	-1.58K	-9.52%
Sep 30, 2023	RHUMBLINE ADVISERS	0.14%	15.05K	-	510	+3.51%
Sep 30, 2023	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.14%	15.27K	-	14.91K	+4,095.33%
Sep 30, 2023	PEAK6 INVESTMENTS LLC	0.15%	16.4K	-	8.5K	+107.59%
Sep 30, 2023	BANK OF MONTREAL /CAN/	0.15%	16.78K	-	1.24K	+7.99%
Sep 30, 2023	HIGHTOWER ADVISORS, LLC	0.17%	18.45K	-	-416	-2.20%
Sep 30, 2023	SWISS NATIONAL BANK	0.19%	20.48K	-	300	+1.49%
Sep 30, 2023	LSV ASSET MANAGEMENT	0.21%	22.5K	-	0	0
Sep 30, 2023	ROYAL BANK OF CANADA	0.21%	22.53K	-	-614	-2.65%
Sep 30, 2023		0.21%	23.17K	-	23.17K	+100.00%
Sep 30, 2023	FIRST TRUST ADVISORS LP	0.25%	27.21K	-	713	+2.69%
Sep 30, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.29%	31.59K	-	-84	-0.27%
Sep 30, 2023	EMPOWERED FUNDS, LLC	0.31%	33.18K	-	426	+1.30%
Sep 30, 2023	CROWN ADVISORS MANAGEMENT, INC.	0.32%	35K	-	5K	+16.67%
Sep 30, 2023	GW&K INVESTMENT MANAGEMENT, LLC	0.33%	35.32K	-	-893	-2.47%
Sep 30, 2023	FIRST WILSHIRE SECURITIES MANAGEMENT INC	0.34%	36.95K	-	-9.92K	-21.16%
Sep 30, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.35%	37.97K	-	4.9K	+14.81%
Sep 30, 2023	FOUNDRY PARTNERS, LLC	0.36%	39.34K	-	-4.9K	-11.08%
Sep 30, 2023	INVESCO LTD.	0.4%	43.42K	-	3.48K	+8.72%
Sep 30, 2023	UBS GROUP AG	0.4%	43.5K	-	2.33K	+5.66%
Sep 30, 2023	GOLDMAN SACHS GROUP INC	0.44%	47.71K	-	3.4K	+7.67%

Insiders

Among the AGM insiders holding of 1.21% of the stake in company, BUZBY TIMOTHY L, President and CEO, holds the largest shares of 50.53K. STENSON TOM D, Chief Operating Officer, is the second largest AGM insider with ownership of 39K shares. NORDHOLM BRADFORD T, President and CEO, stands third with possession of 32.77K shares of that stake.

Insiders	Designation	Shares Held
BUZBY TIMOTHY L	President and CEO	50.53K
STENSON TOM D	Chief Operating Officer	39K
NORDHOLM BRADFORD T	President and CEO	32.77K
GERBER MICHAEL A		31.74K
MULLERY STEPHEN P	EVP - General Counsel	17.51K
SEXTON ROBERT G	director	13.52K
COVINGTON JOHN CURTIS	SVP - Agricultural Finance	12.96K
OSLICK JEROME G		12.3K
CARPENTER ZACHARY	EVP - Chief Business Officer	10.53K
RAMESH APARNA	EVP - Chief Financial Officer	9.24K
BRINCH BRIAN M	SVP - Enterprise Risk Officer	8.84K
ENGEBRETSEN JAMES R	director	8.1K
BRACK DENNIS L	director	7.95K
JOHNSON MITCHELL A	director	7.64K
JUNKINS LOWELL	director	7.35K
DOBRINSKI EVERETT M	director	7.3K
HILL THOMAS WILLIAM	director	5.1K
KLIPPENSTEIN GLEN		4.9K
WARE TODD P	director	3.43K
RAMSEY GREGORY	Principal Accounting Officer	3.09K
WILLIE KERRY T	SVP - Chief HR Officer	2.63K
MAINES ROBERT J	SVP - Operations	2.58K
MCKISSACK ERIC T	director	2.36K
CULVER CHESTER J	director	2K
FAIVRE-DAVIS SARA LOUISE	director	1.75K
EVERSON DENNIS A	director	1.59K
STONES CHARLES A	director	1.22K
O'KEANE BRIAN J		266
BARTLING JULIA		0
JACKSON BRIAN P		0
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 27, 2025	RAMSEY GREGORY	SALE	206.71	1.5K	310.07K	3.09K
Aug 27, 2025	NORDHOLM BRADFORD T	SALE	206.12	4.22K	870.65K	32.77K
Aug 26, 2025	CARPENTER ZACHARY	SALE	205.09	293	60.09K	10.53K
Jun 10, 2025	NORDHOLM BRADFORD T	SALE	192.33	1.16K	222.72K	36.99K
Jun 09, 2025	MCKISSACK ERIC T	SALE	192.37	728	140.05K	2.36K
May 15, 2025	FAIVRE-DAVIS SARA LOUISE	SALE	192.26	350	67.29K	1.75K
Mar 11, 2025	SEXTON ROBERT G	PURCHASE	195.62	1K	195.62K	13.52K
Mar 07, 2025	NORDHOLM BRADFORD T	SALE	200.00	7.36K	1.47M	47.01K
Mar 04, 2025	RAMESH APARNA	SALE	201.86	1K	201.86K	9.24K
Mar 03, 2025	JOHNSON MITCHELL A	SALE	205.22	1K	205.22K	7.64K
Feb 25, 2025	JOHNSON MITCHELL A	SALE	207.00	500	103.5K	8.64K
Dec 12, 2024	MULLERY STEPHEN P	SALE	216.00	4.53K	978.91K	17.51K
Dec 11, 2024	MULLERY STEPHEN P	SALE	216.12	2	432.24	22.05K
Dec 05, 2024	NORDHOLM BRADFORD T	SALE	214.83	274	58.86K	41.1K
Nov 25, 2024	CULVER CHESTER J	SALE	211.82	326	69.05K	2K
Nov 22, 2024	CULVER CHESTER J	SALE	203.65	359	73.11K	2.33K
Nov 19, 2024	JOHNSON MITCHELL A	SALE	204.98	500	102.49K	11.06K
Nov 14, 2024	MULLERY STEPHEN P	SALE	211.00	135	28.49K	22.59K
Nov 14, 2024	JOHNSON MITCHELL A	SALE	210.00	500	105K	12.56K
Nov 13, 2024	BRINCH BRIAN M	SALE	210.00	593	124.53K	8.84K
Nov 13, 2024	MULLERY STEPHEN P	SALE	211.00	2.5K	527.5K	22.72K
Nov 12, 2024	JOHNSON MITCHELL A	SALE	211.10	1K	211.1K	13.06K
Nov 12, 2024	RAMESH APARNA	SALE	212.02	408	86.5K	10.24K
Nov 08, 2024	CARPENTER ZACHARY	SALE	207.35	500	103.68K	9.67K
Nov 08, 2024	FAIVRE-DAVIS SARA LOUISE	SALE	208.22	1.5K	312.33K	1.73K
Nov 07, 2024	JOHNSON MITCHELL A	SALE	208.00	1K	208K	14.06K
Sep 12, 2024	CULVER CHESTER J	SALE	184.46	125	23.06K	2.68K
Sep 10, 2024	MULLERY STEPHEN P	SALE	182.28	2.47K	450.6K	22.05K
Sep 06, 2024	FAIVRE-DAVIS SARA LOUISE	SALE	184.55	685	126.42K	3.23K
Sep 05, 2024	FAIVRE-DAVIS SARA LOUISE	SALE	190.00	685	130.15K	3.91K
Sep 04, 2024	FAIVRE-DAVIS SARA LOUISE	SALE	188.93	685	129.42K	4.6K
Aug 23, 2024	FAIVRE-DAVIS SARA LOUISE	SALE	195.28	986	192.55K	5.28K
Aug 15, 2024	WARE TODD P	PURCHASE	185.22	23	4.26K	3.43K
Mar 13, 2024	CULVER CHESTER J	SALE	191.94	300	57.58K	2.77K
Dec 29, 2023	DOBRINSKI EVERETT M	PURCHASE	193.43	34	6.49K	7.3K
Dec 14, 2023	CULVER CHESTER J	SALE	177.28	76	13.47K	2.68K
Dec 04, 2023	MAINES ROBERT J	SALE	168.97	150	25.34K	2.58K
Nov 20, 2023	CARPENTER ZACHARY	SALE	168.07	238	40K	8.48K
Sep 29, 2023	DOBRINSKI EVERETT M	PURCHASE	158.32	41	6.45K	7.27K
Sep 14, 2023	CULVER CHESTER J	SALE	164.93	100	16.49K	2.76K
Aug 14, 2023	STONES CHARLES A	SALE	176.49	85	15K	1.22K
Aug 11, 2023	MULLERY STEPHEN P	SALE	178.24	1.66K	294.98K	21.76K
Aug 11, 2023	NORDHOLM BRADFORD T	SALE	179.79	1.26K	227.25K	43.91K
Jun 30, 2023	DOBRINSKI EVERETT M	PURCHASE	143.31	45	6.4K	7.23K
Jun 15, 2023	CARPENTER ZACHARY	SALE	149.10	486	72.46K	8.72K
Jun 13, 2023	BRACK DENNIS L	SALE	151.00	300	45.3K	7.95K
Jun 12, 2023	BRINCH BRIAN M	SALE	150.72	1.06K	159.46K	8.71K
Jun 09, 2023	CULVER CHESTER J	SALE	148.54	300	44.56K	2.84K
May 19, 2023	WILLIE KERRY T	SALE	140.09	870	121.87K	2.63K
May 11, 2023	DOBRINSKI EVERETT M	PURCHASE	128.25	582	74.64K	6.41K
Mar 31, 2023	DOBRINSKI EVERETT M	PURCHASE	131.97	43	5.71K	7.18K
Mar 15, 2023	SEXTON ROBERT G	PURCHASE	124.77	2K	249.55K	11.64K
Mar 02, 2023	STONES CHARLES A	SALE	145.54	344	50.06K	824
Dec 30, 2022	DOBRINSKI EVERETT M	PURCHASE	113.03	43	4.89K	7.14K
Dec 15, 2022	MULLERY STEPHEN P	SALE	114.89	400	45.95K	21.16K
Dec 02, 2022	CULVER CHESTER J	SALE	124.63	461	57.45K	2.58K
Nov 23, 2022	BRACK DENNIS L	SALE	125.95	200	25.19K	7.97K
Nov 16, 2022	FAIVRE-DAVIS SARA LOUISE	SALE	122.00	500	61K	5.41K
Sep 30, 2022	DOBRINSKI EVERETT M	PURCHASE	99.62	49	4.85K	7.09K
Jun 30, 2022	DOBRINSKI EVERETT M	PURCHASE	95.94	50	4.8K	7.05K
May 12, 2022	STONES CHARLES A	SALE	100.56	248	24.94K	1.17K
May 11, 2022	DOBRINSKI EVERETT M	PURCHASE	103.30	1K	103.3K	5.34K
Mar 31, 2022	DOBRINSKI EVERETT M	PURCHASE	110.38	28	3.14K	7K
Mar 09, 2022	CARPENTER ZACHARY	SALE	123.79	714	88.39K	8.06K
Mar 07, 2022	SEXTON ROBERT G	PURCHASE	117.00	1K	117K	8.65K
Dec 31, 2021	DOBRINSKI EVERETT M	PURCHASE	124.00	23	2.89K	6.97K
Sep 30, 2021	DOBRINSKI EVERETT M	PURCHASE	110.81	26	2.87K	6.94K
Jun 30, 2021	DOBRINSKI EVERETT M	PURCHASE	97.35	29	2.84K	6.92K
Jun 11, 2021	MULLERY STEPHEN P	SALE	101.86	1.22K	124.26K	18.53K
Jun 08, 2021	ENGEBRETSEN JAMES R	PURCHASE	100.64	989	99.53K	8.1K
Jun 07, 2021	ENGEBRETSEN JAMES R	PURCHASE	100.50	194	19.5K	7.11K
May 18, 2021	BRINCH BRIAN M	SALE	103.60	887	91.89K	8.16K
May 17, 2021	BRACK DENNIS L	SALE	103.48	600	62.09K	8.06K
May 12, 2021	FAIVRE-DAVIS SARA LOUISE	SALE	100.32	500	50.16K	5.51K
Mar 31, 2021	DOBRINSKI EVERETT M	PURCHASE	101.62	21	2.18K	6.89K
Mar 31, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	99.91	3.2K	319.71K	0
Mar 26, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	100.03	5K	500.15K	10K
Mar 24, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	96.20	1.1K	105.82K	15K
Mar 22, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	94.84	220	20.86K	20K
Mar 18, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	99.47	3.21K	319.6K	30K
Mar 17, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	98.68	6K	592.08K	40K
Mar 08, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	92.18	5.22K	481.18K	50K
Mar 04, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	86.74	1.94K	168.28K	60K
Mar 03, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	89.23	3.63K	324.08K	70K
Mar 02, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	87.51	3.3K	288.78K	80K
Mar 01, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	86.62	600	51.97K	85K
Feb 23, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	83.71	4.15K	347.73K	90K
Feb 22, 2021	RAMSEY GREGORY	SALE	85.00	1.29K	109.91K	2.2K
Feb 19, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	84.23	10K	842.3K	100K
Feb 18, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	84.02	10K	840.2K	115K
Feb 17, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	83.55	10K	835.5K	125K
Feb 16, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	83.54	3.2K	267.33K	135K
Feb 12, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	83.37	5K	416.68K	145K
Feb 11, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	83.85	4.5K	377.49K	160.5K
Feb 10, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	82.73	3.1K	256.46K	171.9K
Feb 09, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	82.56	1.6K	131.68K	183.41K
Feb 08, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	82.27	10K	822.7K	185K
Feb 04, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	77.17	10K	771.7K	195K
Feb 03, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	77.34	504	38.98K	214.5K
Feb 02, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	77.71	10K	777.1K	215K
Jan 19, 2021	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	80.44	6.58K	528.97K	238.42K
Dec 31, 2020	DOBRINSKI EVERETT M	PURCHASE	74.22	26	1.96K	6.87K
Dec 21, 2020	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	72.25	5.47K	395.14K	329.53K
Dec 04, 2020	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	70.63	11.45K	808.57K	420K
Nov 11, 2020	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	69.35	2.36K	163.46K	577.64K
Sep 30, 2020	DOBRINSKI EVERETT M	PURCHASE	64.19	30	1.94K	6.84K
Sep 02, 2020	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	71.02	5K	355.1K	757.98K
Aug 26, 2020	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	SALE	68.18	1.1K	74.86K	776.17K
Jun 30, 2020	DOBRINSKI EVERETT M	PURCHASE	62.07	31	1.91K	6.81K
May 14, 2020	DOBRINSKI EVERETT M	PURCHASE	53.70	1.85K	99.35K	3.12K
Feb 22, 2019	CULVER CHESTER J	SALE	75.00	1K	75K	2.5K
Dec 07, 2018	HILL THOMAS WILLIAM	PURCHASE	62.00	150	9.3K	5.1K
Dec 06, 2018	HILL THOMAS WILLIAM	PURCHASE	61.34	150	9.2K	4.95K
Jul 27, 2018	MULLERY STEPHEN P	SALE	98.52	1.27K	124.63K	15.44K
May 17, 2018	BRACK DENNIS L	SALE	91.45	1.8K	164.62K	6.71K
Dec 05, 2016	EVERSON DENNIS A	SALE	53.68	100	5.37K	1.59K
Nov 23, 2016	COVINGTON JOHN CURTIS	SALE	52.46	500	26.23K	12.96K
Nov 10, 2016	BUZBY TIMOTHY L	SALE	47.51	11.26K	534.87K	50.53K
Aug 09, 2016	JUNKINS LOWELL	SALE	39.95	3K	119.85K	7.35K
Jun 01, 2016	FAIVRE-DAVIS SARA LOUISE	SALE	36.09	500	18.05K	3.88K
Aug 26, 2013	STENSON TOM D	SALE	35.66	2.92K	104.18K	39K
Aug 23, 2013	STENSON TOM D	SALE	34.52	1K	34.52K	40.85K
May 15, 2013	EVERSON DENNIS A	SALE	31.10	2.81K	87.48K	2.08K
Dec 12, 2012	GERBER MICHAEL A	SALE	32.92	900	29.63K	31.74K
Dec 11, 2012	GERBER MICHAEL A	SALE	33.12	5K	165.58K	32.64K
Dec 10, 2012	GERBER MICHAEL A	SALE	32.92	5K	164.59K	37.64K
Dec 07, 2012	GERBER MICHAEL A	SALE	32.79	5K	163.95K	42.64K
Dec 06, 2012	GERBER MICHAEL A	SALE	33.05	980	32.39K	47.64K
Dec 04, 2012	GERBER MICHAEL A	SALE	33.59	4.3K	144.45K	48.62K
Dec 03, 2012	GERBER MICHAEL A	SALE	33.85	2.71K	91.61K	57.15K
Nov 19, 2012	OSLICK JEROME G	SALE	32.00	10.09K	322.91K	12.3K
Nov 16, 2012	OSLICK JEROME G	SALE	31.00	8.58K	266.1K	12.3K
Nov 13, 2012	GERBER MICHAEL A	SALE	29.46	7.71K	227.16K	26K
Nov 13, 2012	O'KEANE BRIAN J	SALE	29.65	1.75K	51.89K	266
Nov 12, 2012	OSLICK JEROME G	SALE	29.00	8.58K	248.91K	12.3K
Oct 25, 2012	OSLICK JEROME G	SALE	28.00	8.58K	240.32K	12.3K
Jun 14, 2012	OSLICK JEROME G	SALE	25.09	3.4K	85.4K	12.3K
May 25, 2012	BARTLING JULIA	SALE	24.26	2.98K	72.4K	0
May 21, 2012	KLIPPENSTEIN GLEN	SALE	25.28	1.5K	37.92K	4.9K
Oct 12, 2011	JACKSON BRIAN P	SALE	20.00	981	19.62K	0

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES6.02K3

NET SHARES-6.02K3

SHARES HELD46.39K3

% NET SHARES-112.97%0%

Frequently Asked Questions