How many institutions own ALTO 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 ALTO shares is 84, representing 33.15% of the company's common stock.

Who are the major shareholders selling Alto Ingredients, Inc. stock?

LPL FINANCIAL LLC, in the last quarter, reduced its stake in ALTO by -5.15% restricting it's holding to 14.3 thousand shares of worth nearly $41.20K. GROUP ONE TRADING, L.P. also lessened -17.9% of the ALTO shares from its portfolio, reducing its holding to 99.46 thousand shares of worth $286.45K. DIMENSIONAL FUND ADVISORS LP also shunned ALTO shares holding by -52.2% last quarter which brought its holding to 377.44 thousand shares worth $1.09M.

Investors who are buying ALTO stock?

As per its latest 13F filing, PROSPERA FINANCIAL SERVICES INC increased its stake in ALTO by 2.84% in the last quarter. The institutional holder raised its holding to 14.47 thousand shares having worth more than $41.67K. CREATIVEONE WEALTH, LLC also added 100% more shares of ALTO to its portfolio, raising its holding to 16.1 thousand shares of worth $46.38K. CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. also increased its ALTO shares holding by 41.35% which brought its holding to 144.69 thousand shares worth $416.69K.

ALTO's major insiders: who are they?

The insider with the most stakes in ALTO is KOEHLER NEIL M , Co-President & Co-CEO at the company. Additionally, ALTO stock is highly held by President & CEO McGregor Bryon T and President, CEO & COO Kandris Michael D among others.

Did an insider recently sell ALTO stock?

Company executives, directors, and other insiders own 7.22% percent of Alto Ingredients, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which ALTO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include WRIGHT CHRISTOPHER W, JONES WILLIAM L, and SNEED JAMES R.

Which insider recently purchased ALTO stock?

There have been 0 transaction(s) during the past 6-months in which Alto Ingredients, Inc. insiders have bought stock, totalling 0 shares

How much of ALTO does insiders own?

Around 0 Alto Ingredients, Inc. shares are held by insiders, which represents about 7.22% of ALTO stock.

Who is the insider with the largest stake?

ALTO Co-President & Co-CEO, KOEHLER NEIL M holds the largest portfolio of the company's shares. ALTO shares owned by KOEHLER total nearly 872.43 thousand.

Which institution holds the most shares in ALTO?

LPL FINANCIAL LLC is the largest institutional owner in ALTO which holds 14.3 thousand shares worth $41.20K or 0.02% of the total ALTO shares outstanding followed by PROSPERA FINANCIAL SERVICES INC with ownership of 14.47 thousand shares representing 0.02% of the ALTO ownership. CREATIVEONE WEALTH, LLC is the third largest stakeholder with 16.1 thousand shares or 0.02% of the ownership worth more than $46.38K.

Is Alto Ingredients, 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 ALTO is concerned, it is a stock which is optionable.

Is there a short position on ALTO's shares?

Number of ALTO shares short is 651.90K. 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 ALTO shares are there?

As of today, 77.34M shares of ALTO are outstanding.

Is there many float in ALTO 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, ALTO has 69.26M shares in float.

ALTO 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 ALTO is 0.63.

Alto Ingredients (ALTO) 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 Shares0.84

Short Percent Of Float0.89

Shares Outstanding77.34M

Shares Float69.26M

Shares Short651.90K

Short Ratio0.63

0.89%

Short % of Float

0.84%

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

7.22% Percentage of Shares held by All Insiders

33.15% Percentage of Shares held by All Institutions

35.73% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 33.15% of ALTO shares are held by financial institutions. LPL FINANCIAL LLC is the top corporate investor, holding 14.3K shares valued at $41.20K. A 0.02% stake in Alto Ingredients, Inc. is owned by the company. PROSPERA FINANCIAL SERVICES INC owns 14.47K shares valued at $41.67K, which translates its holding of 0.02% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	LPL FINANCIAL LLC	0.02%	14.3K	41.2K	-776	-5.15%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.02%	14.47K	41.67K	400	+2.84%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.02%	16.1K	46.38K	16.1K	+100.00%
Dec 31, 2025	GROUP ONE TRADING, L.P.	0.13%	99.46K	286.45K	-21.68K	-17.90%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.19%	144.69K	416.69K	42.33K	+41.35%
Dec 31, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.19%	145K	417.6K	145K	+100.00%
Dec 31, 2025	ADVISORSHARES INVESTMENTS LLC	0.2%	147K	423.36K	147K	+100.00%
Dec 31, 2025	HAMILTON CAPITAL PARTNERS, LLC	0.27%	200.25K	576.73K	200.25K	+100.00%
Dec 31, 2025	NORTHERN TRUST CORP	0.3%	225.88K	650.54K	8.59K	+3.95%
Dec 31, 2025	CORSAIR CAPITAL MANAGEMENT, L.P.	0.34%	250.2K	720.58K	250.2K	+100.00%
Dec 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.35%	261.58K	753.36K	261.58K	+100.00%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.58%	434.6K	1.25M	130.38K	+42.86%
Dec 31, 2025	RESOURCES MANAGEMENT CORP /CT/ /ADV	0.01%	5K	14K	0	0
Dec 31, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.01%	5.9K	16.98K	5.9K	+100.00%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	7.01K	20.19K	0	0
Dec 31, 2025	CITIGROUP INC	0.01%	9.87K	28.41K	8.33K	+541.83%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.15%	113.33K	326.38K	113.33K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.27%	197.73K	569.45K	0	0
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.51%	377.44K	1.09M	-412.16K	-52.20%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.43%	1.07M	3.07M	1.07M	+100.00%
Dec 31, 2025	MARSHALL WACE, LLP	1.55%	1.15M	3.32M	1.15M	+100.00%
Dec 31, 2025	VANGUARD GROUP INC	4.82%	3.59M	10.34M	102.8K	+2.95%
Dec 31, 2025	RAFFLES ASSOCIATES LP	0.13%	100K	288K	0	0
Dec 31, 2025	OMERS ADMINISTRATION CORP	0.15%	108.4K	312.19K	108.4K	+100.00%
Dec 31, 2025	ENGINEERS GATE MANAGER LP	0.23%	168.26K	484.58K	148.6K	+756.14%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.5%	373.93K	1.08M	35.76K	+10.58%
Dec 31, 2025	CITADEL ADVISORS LLC	0.26%	190.42K	548.42K	-238.06K	-55.56%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	2.05%	1.52M	4.39M	-369.52K	-19.52%
Dec 31, 2025	GRAHAM CAPITAL MANAGEMENT, L.P.	0.07%	50.71K	146.06K	50.71K	+100.00%
Dec 31, 2025	XTX TOPCO LTD	0.07%	52.75K	151.93K	13.43K	+34.16%
Dec 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.08%	57.09K	164.42K	57.09K	+100.00%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.08%	57.14K	164K	57.14K	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.1%	70.81K	203.94K	70.81K	+100.00%
Dec 31, 2025	GWN SECURITIES INC.	0.18%	131.18K	377.79K	131.18K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.19%	143.14K	412.24K	122.39K	+589.88%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.21%	154K	443.52K	154K	+100.00%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	0.02%	18.33K	52.8K	18.33K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.24%	177K	509.76K	160.5K	+972.73%
Dec 31, 2025	RETIREMENT PLANNING GROUP	0.03%	24K	69.12K	0	0
Dec 31, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.03%	25.1K	72.29K	25.1K	+100.00%
Dec 31, 2025	HUDSON BAY CAPITAL MANAGEMENT LP	0.04%	31.77K	91.5K	31.77K	+100.00%
Dec 31, 2025	BARCLAYS PLC	0.05%	33.61K	96.78K	-648	-1.89%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	33.76K	97.23K	34	+0.10%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.05%	35.09K	101.07K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.05%	35.69K	102.8M	29.52K	+477.76%
Dec 31, 2025	HRT FINANCIAL LP	0.02%	17.94K	51K	-7.02K	-28.12%
Dec 31, 2025	SIMPLEX TRADING, LLC	0.02%	18.27K	52.61K	-5.19K	-22.13%
Dec 31, 2025	TRUFFLE HOUND CAPITAL, LLC	0.4%	300K	864K	300K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.48%	357.29K	1.03M	357.29K	+100.00%
Dec 31, 2025	STATE STREET CORP	0.48%	359.15K	1.03M	73.4K	+25.69%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	1.07%	797.4K	2.3M	-202.89K	-20.28%
Dec 31, 2025	BLACKROCK, INC.	1.58%	1.18M	3.39M	-23.84K	-1.98%
Dec 31, 2025	PEAPOD LANE CAPITAL LLC	1.67%	1.24M	3.58M	9.07K	+0.73%
Dec 31, 2025	GSA CAPITAL PARTNERS LLP	0.37%	275.64K	794K	-419.74K	-60.36%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.5%	369.51K	1.06M	357.47K	+2,967.52%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.61%	450.93K	1.3M	-71.74K	-13.73%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.7%	523.19K	1.51M	423.6K	+425.33%
Dec 31, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.06%	44.28K	127.53K	44.28K	+100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.96%	715.18K	2.06M	449.7K	+169.39%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	1.13%	839.47K	2.42M	803.09K	+2,207.13%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.17%	868.8K	2.5M	-51.11K	-5.56%
Dec 31, 2025	UBS GROUP AG	0.01%	10.49K	30.2K	7.58K	+260.93%
Dec 31, 2025	CENTIVA CAPITAL, LP	0.01%	10.49K	30.22K	10.49K	+100.00%
Dec 31, 2025	VONTOBEL HOLDING LTD.	0.02%	11.55K	33.27K	11.55K	+100.00%
Dec 31, 2025	ALGERT GLOBAL LLC	0.22%	166.74K	480K	166.74K	+100.00%
Dec 31, 2025		0.12%	90.66K	261.09K	90.66K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.02%	12.11K	34.88K	-7.89K	-39.45%
Sep 30, 2025	RESOURCES MANAGEMENT CORP /CT/ /ADV	0.01%	5K	5K	0	0
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	7.01K	7.57K	0	0
Sep 30, 2025	BARCLAYS PLC	0.05%	34.25K	36.99K	0	0
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.05%	35.09K	37.9K	0	0
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.7%	522.67K	564.48K	35.61K	+7.31%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.02%	14.07K	15.2K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.02%	15.08K	16.29K	15.08K	+100.00%
Sep 30, 2025	TWO SIGMA SECURITIES, LLC	0.02%	15.63K	16.88K	1.74K	+12.55%
Sep 30, 2025	JANE STREET GROUP, LLC	0.02%	16.5K	17.82K	16.5K	+100.00%
Sep 30, 2025	RAFFLES ASSOCIATES LP	0.13%	100K	108K	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.36%	265.48K	286.72K	58.56K	+28.30%
Sep 30, 2025	INVESCO LTD.	0.14%	105.98K	114.45K	-108.77K	-50.65%
Sep 30, 2025	STATE STREET CORP	0.38%	285.75K	308.61K	-200	-0.07%
Sep 30, 2025	NORTHERN TRUST CORP	0.29%	217.29K	234.68K	8.89K	+4.27%
Sep 30, 2025	XTX TOPCO LTD	0.05%	39.32K	42.47K	39.32K	+100.00%
Sep 30, 2025	ENGINEERS GATE MANAGER LP	0.03%	19.65K	21.23K	3.58K	+22.28%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.02%	12.05K	13.01K	-267	-2.17%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.88%	649.67K	701.65K	-417.17K	-39.10%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.94%	695.38K	751K	6.81K	+0.99%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.06%	789.6K	852.81K	-109.44K	-12.17%
Sep 30, 2025	HRT FINANCIAL LP	0.03%	24.96K	26K	-12.37K	-33.14%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.24%	919.91K	993.72K	10.88K	+1.20%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	1.35%	1M	1.08M	-17.02K	-1.67%
Sep 30, 2025	BLACKROCK, INC.	1.62%	1.2M	1.3M	-1.16M	-49.09%
Sep 30, 2025	PEAPOD LANE CAPITAL LLC	1.66%	1.24M	1.33M	13.28K	+1.09%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	20K	21.6K	-1K	-4.77%
Sep 30, 2025	POINT72 ASIA (SINGAPORE) PTE. LTD.	0.03%	25.89K	27.96K	0	0
Sep 30, 2025	MORGAN STANLEY	0.03%	20.75K	22.41K	-4.84K	-18.91%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.03%	23.46K	25K	12.63K	+116.59%
Sep 30, 2025	HSBC HOLDINGS PLC	0.04%	27.4K	29.18K	0	0
Sep 30, 2025	RETIREMENT PLANNING GROUP	0.03%	24K	25.92K	0	0
Sep 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.1%	74.67K	80.65K	69.97K	+1,488.43%
Sep 30, 2025	WOLVERINE TRADING, LLC	0.08%	58.7K	63.98K	58.7K	+100.00%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.13%	99.59K	107.56K	32.5K	+48.44%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	7.94K	8.65K	7.94K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	33.73K	36.43K	0	0
Sep 30, 2025	VIRTU FINANCIAL LLC	0.06%	48.07K	52K	48.07K	+100.00%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0.16%	121.14K	130.83K	-67.95K	-35.93%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.14%	102.36K	110.55K	-9.77K	-8.71%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	7.58K	8.18K	2.84K	+60.00%
Sep 30, 2025	POINT72 (DIFC) LTD	0%	1K	1.08K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	1.13K	1.22K	-1.16K	-50.68%
Sep 30, 2025	CITIGROUP INC	0%	1.54K	1.66K	1.49K	+2,855.77%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	36.84K	39.78K	2.78K	+8.17%
Sep 30, 2025	AUFMAN ASSOCIATES INC	0%	0	-	-266.66K	-100.00%
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0%	1	1	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0%	2	2	-50.79K	-100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	4	4	0	0
Sep 30, 2025	FINANCIAL LIFE PLANNERS	0%	4	5	4	+100.00%
Sep 30, 2025	UNION BANCAIRE PRIVEE, UBP SA	0%	5	4	0	0
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0%	10	11	10	+100.00%
Sep 30, 2025	FMR LLC	0%	303	327	-1.11K	-78.60%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.27%	197.73K	213.55K	0	0
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.46%	338.17K	365.22K	35.61K	+11.77%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.41%	304.22K	328.56K	-11K	-3.49%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.05%	36.39K	39.3K	-22.21K	-37.90%
Sep 30, 2025	VANGUARD GROUP INC	4.7%	3.49M	3.77M	-22.2K	-0.63%
Sep 30, 2025	CITADEL ADVISORS LLC	0.1%	73.8K	79.7K	-3.3K	-4.28%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	2.55%	1.89M	2.05M	452.92K	+31.44%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-39	-100.00%
Sep 30, 2025	UBS GROUP AG	0%	2.91K	3.14K	485	+20.04%
Sep 30, 2025	ROYAL BANK OF CANADA	0.01%	4.03K	4K	-1.74K	-30.10%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.15%	112.12K	128.94K	-20.48K	-15.45%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.22%	164K	189K	-4.3K	-2.56%
Jun 30, 2025	BLACKROCK, INC.	3.18%	2.36M	2.72M	-442.15K	-15.77%
Jun 30, 2025	D. E. SHAW & CO., INC.	1.44%	1.07M	1.23M	-528.49K	-33.13%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.21%	899.03K	1.03M	-147.2K	-14.07%
Jun 30, 2025	CORSAIR CAPITAL MANAGEMENT, L.P.	0.07%	50.5K	58.08K	20.38K	+67.68%
Jun 30, 2025	HRT FINANCIAL LP	0.05%	37.33K	42K	37.33K	+100.00%
Jun 30, 2025	BARCLAYS PLC	0.05%	34.25K	40K	-2.38K	-6.50%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.41%	302.56K	347.94K	27.01K	+9.80%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	39	45	39	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	4	5	0	0
Jun 30, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0%	0	-	-16.6K	-100.00%
Jun 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0%	0	-	-81.06K	-100.00%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	0	-	-4.75K	-100.00%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	1.37%	1.02M	1.17M	35.49K	+3.61%
Jun 30, 2025	INVESCO LTD.	0.29%	214.74K	246.95K	-122.72K	-36.37%
Jun 30, 2025	JANE STREET GROUP, LLC	0.1%	70.78K	81.4K	-10.55K	-12.97%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.09%	67.09K	77.16K	-1.01K	-1.48%
Jun 30, 2025	RESOURCES MANAGEMENT CORP /CT/ /ADV	0.01%	5K	6K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	5.77K	7K	2.78K	+92.69%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	7.01K	8.06K	-66	-0.93%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.02%	12.31K	14.16K	-9.19K	-42.75%
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0.02%	13.89K	15.97K	13.89K	+100.00%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.02%	14.07K	16.18K	0	0
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.02%	16.07K	18.48K	16.07K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	21K	24.16K	0	0
Jun 30, 2025	SIMPLEX TRADING, LLC	0.01%	10.83K	12K	-5.54K	-33.85%
Jun 30, 2025	RETIREMENT PLANNING GROUP	0.03%	24K	27.6K	0	0
Jun 30, 2025	MORGAN STANLEY	0.03%	25.59K	29.42K	-208.94K	-89.09%
Jun 30, 2025	POINT72 ASIA (SINGAPORE) PTE. LTD.	0.03%	25.89K	29.77K	-2.49K	-8.76%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	33.73K	38.79K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	34.05K	39.16K	-469.57K	-93.24%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0.05%	35.09K	40.36K	210	+0.60%
Jun 30, 2025	PEAPOD LANE CAPITAL LLC	1.65%	1.22M	1.41M	279.42K	+29.65%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	36.3K	41.74K	-248.87K	-87.27%
Jun 30, 2025	JPMORGAN CHASE & CO	0.07%	50.79K	58.41K	50.79K	+2,539,250.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.08%	58.6K	67.38K	-87.09K	-59.78%
Jun 30, 2025	RAFFLES ASSOCIATES LP	0.13%	100K	115K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0.07%	55.3K	63.6K	-48.2K	-46.57%
Jun 30, 2025	GROUP ONE TRADING, L.P.	0.25%	189.09K	217.45K	-100.3K	-34.66%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.27%	197.73K	227.39K	0	0
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.28%	206.93K	237.97K	33.31K	+19.18%
Jun 30, 2025	NORTHERN TRUST CORP	0.28%	208.4K	239.66K	-313	-0.15%
Jun 30, 2025	STATE STREET CORP	0.39%	285.95K	328.84K	0	0
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.42%	315.22K	362.5K	-48.13K	-13.25%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.66%	487.06K	560.12K	27.01K	+5.87%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.22%	909.03K	1.05M	-54.89K	-5.69%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.94%	1.44M	1.66M	30.8K	+2.18%
Jun 30, 2025	HUDSON BAY CAPITAL MANAGEMENT LP	0%	0	-	-11.19K	-100.00%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0%	0	-	-11.83K	-100.00%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	0	-	-130	-100.00%
Jun 30, 2025	OMERS ADMINISTRATION CORP	0%	0	-	-174.2K	-100.00%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0%	1	1	0	0
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	2.29K	2.64M	41	+1.82%
Jun 30, 2025	AUFMAN ASSOCIATES INC	0.36%	266.66K	306.66K	0	0
Jun 30, 2025		0.05%	35.09K	40.36K	210	+0.60%
Jun 30, 2025	WOLVERINE TRADING, LLC	0%	0	-	-46.7K	-100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	4	5	0	0
Jun 30, 2025	POINT72 (DIFC) LTD	0%	1K	1.15K	270	+36.83%
Jun 30, 2025	FMR LLC	0%	1.42K	1.63M	319	+29.08%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	3.12K	3.59K	3.12K	+100.00%
Jun 30, 2025	HSBC HOLDINGS PLC	0.04%	27.4K	31.37K	0	0
Jun 30, 2025	VANGUARD GROUP INC	4.73%	3.51M	4.03M	-42.74K	-1.20%
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0.93%	688.57K	792K	173.23K	+33.62%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	4.66K	7.15K	4.35K	+1,380.32%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.24%	173.62K	197.93K	-500.8K	-74.26%
Mar 31, 2025	VANGUARD GROUP INC	4.81%	3.55M	4.05M	62.55K	+1.79%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.42%	1.05M	1.19M	-221.56K	-17.48%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	1.33%	981.82K	1.12M	-2.29K	-0.23%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.31%	963.91K	1.1M	69.96K	+7.83%
Mar 31, 2025	GSA CAPITAL PARTNERS LLP	0.7%	515.33K	587K	119.15K	+30.07%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	101.3K	115.48K	-153K	-60.17%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.62%	460.05K	524.46K	21.63K	+4.93%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.49%	363.35K	414.22K	-168.91K	-31.73%
Mar 31, 2025	GROUP ONE TRADING, L.P.	0.39%	289.39K	329.9K	215.75K	+292.99%
Mar 31, 2025	STATE STREET CORP	0.39%	285.95K	325.98K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.39%	285.16K	325.09K	32	+0.01%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.37%	275.55K	314.13K	21.63K	+8.52%
Mar 31, 2025	MORGAN STANLEY	0.32%	234.52K	267.35K	47.81K	+25.60%
Mar 31, 2025	NORTHERN TRUST CORP	0.28%	208.71K	237.93K	-18.22K	-8.03%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.27%	197.73K	225.41K	0	0
Mar 31, 2025	OMERS ADMINISTRATION CORP	0.24%	174.2K	198.59K	174.2K	+100.00%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.2%	145.68K	166.08K	-12.58K	-7.95%
Mar 31, 2025	CITADEL ADVISORS LLC	0.07%	51.3K	58.48K	-67K	-56.64%
Mar 31, 2025	BARCLAYS PLC	0.05%	36.63K	42K	-52.44K	-58.87%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	33.73K	38.45K	-697.15K	-95.39%
Mar 31, 2025	CORSAIR CAPITAL MANAGEMENT, L.P.	0.04%	30.12K	34.33K	-110K	-78.51%
Mar 31, 2025	POINT72 ASIA (SINGAPORE) PTE. LTD.	0.04%	28.37K	32.34K	28.37K	+100.00%
Mar 31, 2025	AUFMAN ASSOCIATES INC	0.36%	266.66K	304K	0	0
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.18%	132.6K	151.17K	-17.22K	-11.49%
Mar 31, 2025	RAFFLES ASSOCIATES LP	0.14%	100K	114K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0.11%	81.33K	92.72K	-323.85K	-79.93%
Mar 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.11%	81.06K	92.41K	81.06K	+100.00%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.09%	68.1K	77.63K	-20.09K	-22.78%
Mar 31, 2025	WOLVERINE TRADING, LLC	0.06%	46.7K	54.64K	-37.4K	-44.47%
Mar 31, 2025	HSBC HOLDINGS PLC	0.04%	27.4K	31.37K	0	0
Mar 31, 2025	UBS GROUP AG	0.04%	26.4K	30.1K	-12.52K	-32.16%
Mar 31, 2025	BLACKROCK, INC.	3.8%	2.8M	3.2M	675.7K	+31.74%
Mar 31, 2025	D. E. SHAW & CO., INC.	2.16%	1.6M	1.82M	-6.05K	-0.38%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.02%	14.07K	16.04K	-130	-0.92%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.91%	1.41M	1.61M	-15.52K	-1.09%
Mar 31, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.02%	16.6K	18.92K	16.6K	+100.00%
Mar 31, 2025	SIMPLEX TRADING, LLC	0.02%	16.37K	18K	-66.61K	-80.27%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.23%	168.3K	192K	113.6K	+207.68%
Mar 31, 2025	RETIREMENT PLANNING GROUP	0.03%	24K	27.36K	6K	+33.33%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.03%	21.51K	24.52K	-10.19K	-32.14%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.03%	21K	23.95K	0	0
Mar 31, 2025	INVESCO LTD.	0.46%	337.46K	384.71K	-101.07K	-23.05%
Mar 31, 2025		0.02%	17.56K	20.02K	17.56K	+100.00%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.07%	53.73K	117.14K	53.73K	+100.00%
Mar 31, 2024	SIMPLEX TRADING, LLC	0.11%	77.87K	169K	-24.41K	-23.86%
Mar 31, 2024	SEI INVESTMENTS CO	0.13%	94.07K	205.07K	-37.7K	-28.61%
Mar 31, 2024	GTS SECURITIES LLC	0.13%	96.4K	210.15K	-8.8K	-8.37%
Mar 31, 2024	CUBIST SYSTEMATIC STRATEGIES, LLC	0.13%	98.59K	214.92K	86.44K	+711.35%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.14%	105.39K	229.75K	32.25K	+44.10%
Mar 31, 2024	ENGINEERS GATE MANAGER LP	0.16%	117.84K	256.9K	17.92K	+17.93%
Mar 31, 2024	BARCLAYS PLC	0.16%	119.63K	260K	-68.09K	-36.27%
Mar 31, 2024	POINT72 ASIA (SINGAPORE) PTE. LTD.	0.17%	126.82K	276.46K	108.32K	+585.50%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.18%	131.37K	286.38K	131.37K	+100.00%
Mar 31, 2024	JUMP FINANCIAL, LLC	0.18%	134.27K	292.72K	-76.07K	-36.17%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.21%	154.22K	336.19K	40.11K	+35.15%
Mar 31, 2024	MORGAN STANLEY	0.22%	159.43K	347.55K	-61.2K	-27.74%
Mar 31, 2024	NORTHERN TRUST CORP	0.25%	181.71K	396.12K	-2.55K	-1.39%
Mar 31, 2024	AUFMAN ASSOCIATES INC	0.26%	192.91K	420.55K	0	0
Mar 31, 2024	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.27%	199.8K	435.56K	199.8K	+100.00%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.28%	202.9K	442.32K	-251.45K	-55.34%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.32%	237.18K	517.05K	-10.36K	-4.19%
Mar 31, 2024	MAN GROUP PLC	0.57%	418.25K	911.77K	155.36K	+59.10%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.57%	418.49K	912.3K	351.26K	+522.49%
Mar 31, 2024	INVESCO LTD.	0.59%	434.35K	946.87K	-64.85K	-12.99%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.6%	439.86K	958.89K	199.28K	+82.84%
Mar 31, 2024	CITIGROUP INC	0.69%	508.77K	1.11M	336K	+194.48%
Mar 31, 2024	OMERS ADMINISTRATION CORP	0.08%	57.2K	124.7K	57.2K	+100.00%
Mar 31, 2024	Y-INTERCEPT (HONG KONG) LTD	0.08%	59.07K	128.77K	28.77K	+94.97%
Mar 31, 2024	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.08%	59.93K	130.65K	59.93K	+100.00%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.08%	61.39K	133.84K	43.09K	+235.48%
Mar 31, 2024	WOLVERINE TRADING, LLC	0.1%	70.64K	154K	17.33K	+32.50%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.1%	71.45K	156K	71.45K	+100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.27%	197.73K	431K	-1.19M	-85.76%
Mar 31, 2024	STATE STREET CORP	0.36%	265.3K	578.35K	-8.3K	-3.03%
Mar 31, 2024	CITADEL ADVISORS LLC	0.42%	305.6K	666.21K	-105.9K	-25.74%
Mar 31, 2024	JANE STREET GROUP, LLC	0.51%	374.2K	815.75K	-122.47K	-24.66%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.52%	383.37K	835.74K	131.37K	+52.13%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.53%	386.54K	842.65K	0	0
Mar 31, 2024	ANCORA ADVISORS, LLC	0.57%	418.05K	911.35K	0	0
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.8%	585.85K	1.28M	46.45K	+8.61%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.82%	603.64K	1.32M	421.55K	+231.50%
Mar 31, 2024	LAURION CAPITAL MANAGEMENT LP	0.89%	653.46K	1.42M	0	0
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.95%	694.12K	1.51M	2.92K	+0.42%
Mar 31, 2024	D. E. SHAW & CO., INC.	1.76%	1.29M	2.82M	-60.68K	-4.48%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.83%	605.6K	1.32M	-514.9K	-45.95%
Mar 31, 2024	VANGUARD GROUP INC	4.89%	3.59M	7.82M	-218.6K	-5.74%
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	1.1%	806.58K	1.76M	113.77K	+16.42%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.21%	885.62K	1.93M	17.65K	+2.03%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	1.49%	1.09M	2.38M	338.15K	+44.79%
Mar 31, 2024	BLACKROCK INC.	2.69%	1.97M	4.3M	-283.36K	-12.57%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	3.12%	2.29M	4.99M	-320.87K	-12.30%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.67%	2.69M	5.87M	200.63K	+8.04%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	4.24%	3.11M	6.77M	-233.28K	-6.98%
Mar 31, 2024	CREDIT AGRICOLE S A	0.01%	10K	19.1K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.02%	13.66K	29.79K	-1.39K	-9.26%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.02%	16.27K	35.48K	16.27K	+100.00%
Mar 31, 2024	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.03%	19.47K	42K	-47.63K	-70.98%
Mar 31, 2024	VERITION FUND MANAGEMENT LLC	0.03%	20.5K	44.69K	-37.6K	-64.71%
Mar 31, 2024	CTC ALTERNATIVE STRATEGIES, LTD.	0.03%	20.7K	45.13K	20.7K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	21.56K	47.01K	13	+0.06%
Mar 31, 2024	UBS GROUP AG	0.03%	21.6K	47.09K	20.95K	+3,213.34%
Mar 31, 2024	LPL FINANCIAL LLC	0.03%	25.33K	55.21K	-1.58K	-5.85%
Mar 31, 2024	XTX TOPCO LTD	0.04%	27.05K	58.97K	27.05K	+100.00%
Mar 31, 2024	GROUP ONE TRADING, L.P.	0.04%	28.14K	61.34K	-255.71K	-90.09%
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	0.04%	28.37K	62K	28.37K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0.05%	35.97K	78.41K	35.97K	+1,798,350.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.05%	38.8K	84.58K	0	0
Mar 31, 2024	JEFFERIES FINANCIAL GROUP INC.	0.05%	40.2K	87.64K	40.2K	+100.00%
Mar 31, 2024	ALGERT GLOBAL LLC	0.06%	42.49K	93K	-43K	-50.30%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.06%	44.22K	96.4M	7.85K	+21.58%
Mar 31, 2024	STATE OF WYOMING	0.06%	46.01K	100.29K	-74.64K	-61.87%
Mar 31, 2024	ENTERPRISE FINANCIAL SERVICES CORP	0.07%	50K	109K	0	0
Dec 31, 2023	LAURION CAPITAL MANAGEMENT LP	0.89%	653.46K	1.74M	653.46K	+100.00%
Dec 31, 2023	ALGERT GLOBAL LLC	0.12%	85.49K	227K	-7.75K	-8.31%
Dec 31, 2023	683 CAPITAL MANAGEMENT, LLC	0.12%	90.09K	239.63K	90.09K	+100.00%
Dec 31, 2023	BOOTHBAY FUND MANAGEMENT, LLC	0.13%	96.08K	255.57K	29.88K	+45.13%
Dec 31, 2023	CITADEL ADVISORS LLC	0.13%	96.2K	255.89K	-47.7K	-33.15%
Dec 31, 2023	ENGINEERS GATE MANAGER LP	0.14%	99.93K	265.8K	-77.28K	-43.61%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.14%	100K	266K	100K	+100.00%
Dec 31, 2023	SIMPLEX TRADING, LLC	0.14%	102.28K	272K	93.64K	+1,083.78%
Dec 31, 2023		0.12%	85.69K	227.95K	-35.34K	-29.20%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.16%	114.11K	303.53K	5.3K	+4.87%
Dec 31, 2023	STATE OF WYOMING	0.16%	120.64K	320.91K	100.82K	+508.45%
Dec 31, 2023	SEI INVESTMENTS CO	0.18%	131.77K	350.51K	59.02K	+81.13%
Dec 31, 2023	CITIGROUP INC	0.24%	172.77K	459.57K	84.97K	+96.79%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.25%	182.1K	484.38K	-1.76M	-90.63%
Dec 31, 2023	NORTHERN TRUST CORP	0.25%	184.26K	490.14K	21.49K	+13.20%
Dec 31, 2023	BARCLAYS PLC	0.26%	187.72K	499K	81.38K	+76.52%
Dec 31, 2023	AUFMAN ASSOCIATES INC	0.26%	192.91K	513.15K	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.28%	205K	274.75K	203.6K	+14,542.86%
Dec 31, 2023	JUMP FINANCIAL, LLC	0.29%	210.35K	559.52K	210.35K	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.3%	220.63K	586.88K	20.57K	+10.28%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.33%	240.57K	639.93K	74.2K	+44.60%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.34%	247.54K	658.45K	101.86K	+69.92%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.34%	252K	670.32K	221K	+712.90%
Dec 31, 2023	MAN GROUP PLC	0.36%	262.89K	699.28K	249.57K	+1,873.78%
Dec 31, 2023	STATE STREET CORP	0.37%	273.6K	727.77K	18.7K	+7.34%
Dec 31, 2023	GROUP ONE TRADING, L.P.	0.39%	283.85K	755.05M	54.65K	+23.84%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.53%	386.54K	1.03M	198.2K	+105.24%
Dec 31, 2023	ANCORA ADVISORS, LLC	0.57%	418.05K	1.11M	56.53K	+15.64%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.62%	454.35K	1.21M	-623.39K	-57.84%
Dec 31, 2023	JANE STREET GROUP, LLC	0.68%	496.67K	1.32M	433.96K	+692.02%
Dec 31, 2023	INVESCO LTD.	0.68%	499.2K	1.33M	-494.07K	-49.74%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.74%	539.39K	1.43M	399.07K	+284.38%
Dec 31, 2023	VANGUARD GROUP INC	5.2%	3.81M	10.12M	44.23K	+1.18%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.94%	691.19K	1.84M	606.67K	+717.78%
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0.95%	692.81K	1.84M	-49.17K	-6.63%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	1.03%	755K	2.01M	103.3K	+15.85%
Dec 31, 2023	CLEAR SKY ADVISERS, LLC	1.06%	778.68K	2.07M	320.63K	+70.00%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.19%	867.97K	2.31M	55.81K	+6.87%
Dec 31, 2023	MAVEN SECURITIES LTD	1.23%	900K	2.39B	600K	+200.00%
Dec 31, 2023	D. E. SHAW & CO., INC.	1.85%	1.35M	3.6M	497.85K	+58.09%
Dec 31, 2023	BLACKROCK INC.	3.08%	2.25M	6M	455.66K	+25.34%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.09%	67.23K	178.83K	-93.97K	-58.30%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.1%	73.14K	194.54K	32.41K	+79.58%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.41%	2.49M	6.63M	413.12K	+19.85%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	3.56%	2.61M	6.94M	271.97K	+11.64%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	4.56%	3.34M	8.88M	1.49M	+80.80%
Sep 30, 2023	AMERICAN CENTURY COMPANIES INC	0.06%	40.73K	-	20.64K	+102.76%
Sep 30, 2023	POINT72 ASSET MANAGEMENT, L.P.	0.06%	42.22K	-	34.34K	+436.01%
Sep 30, 2023	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.06%	43.24K	-	-226.58K	-83.98%
Sep 30, 2023	PEGASUS PARTNERS LTD.	0.07%	50K	-	50K	+100.00%
Sep 30, 2023	ENTERPRISE FINANCIAL SERVICES CORP	0.07%	50K	-	0	0
Sep 30, 2023	JEFFERIES FINANCIAL GROUP INC.	0.07%	53.5K	-	53.5K	+100.00%
Sep 30, 2023	CAXTON ASSOCIATES LP	0.08%	56.33K	-	56.33K	+100.00%
Sep 30, 2023	VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC.	0.08%	59.5K	-	-2K	-3.25%
Sep 30, 2023	JANE STREET GROUP, LLC	0.09%	62.71K	-	-47.73K	-43.22%
Sep 30, 2023	THOMIST CAPITAL MANAGEMENT, LP	0.1%	69.97K	-	69.97K	+100.00%
Sep 30, 2023	WALLEYE CAPITAL LLC	0.11%	82.57K	-	82.57K	+100.00%
Sep 30, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.12%	84.52K	-	28.27K	+50.26%
Sep 30, 2023	CITIGROUP INC	0.12%	87.8K	-	87.68K	+78,289.29%
Sep 30, 2023	OCCUDO QUANTITATIVE STRATEGIES LP	0.12%	87.9K	-	11.93K	+15.70%
Sep 30, 2023	ALGERT GLOBAL LLC	0.13%	93.24K	-	93.24K	+100.00%
Sep 30, 2023	BANK OF NEW YORK MELLON CORP	0.14%	100.14K	-	3.07K	+3.16%
Sep 30, 2023	BARCLAYS PLC	0.14%	106.35K	-	72.09K	+210.47%
Sep 30, 2023	TWO SIGMA INVESTMENTS, LP	0.15%	108.81K	-	11.5K	+11.82%
Sep 30, 2023	CORSAIR CAPITAL MANAGEMENT, L.P.	0.18%	131.97K	-	131.97K	+100.00%
Sep 30, 2023		0.19%	138.7K	-	138.7K	+100.00%
Sep 30, 2023	ACADIAN ASSET MANAGEMENT LLC	0.19%	140.33K	-	140.33K	+100.00%
Sep 30, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.2%	145.68K	-	145.68K	+100.00%
Sep 30, 2023	CUBIST SYSTEMATIC STRATEGIES, LLC	0.22%	161.77K	-	-100.58K	-38.34%
Sep 30, 2023	NORTHERN TRUST CORP	0.22%	162.78K	-	15.09K	+10.21%
Sep 30, 2023	GOLDMAN SACHS GROUP INC	0.23%	166.38K	-	73.59K	+79.31%
Sep 30, 2023	WOLVERINE TRADING, LLC	0.25%	185.31K	-	81.96K	+79.30%
Sep 30, 2023	AMERIPRISE FINANCIAL INC	0.26%	188.34K	-	85.8K	+83.68%
Sep 30, 2023	AUFMAN ASSOCIATES INC	0.26%	192.91K	-	0	0
Sep 30, 2023	MORGAN STANLEY	0.27%	200.06K	-	42.82K	+27.23%
Sep 30, 2023	GROUP ONE TRADING, L.P.	0.31%	229.2K	-	46.44K	+25.41%
Sep 30, 2023	MAVEN SECURITIES LTD	0.41%	300K	-	-275K	-47.83%
Sep 30, 2023	ANCORA ADVISORS, LLC	0.49%	361.52K	-	0	0
Sep 30, 2023	CLEAR SKY ADVISERS, LLC	0.62%	458.05K	-	458.05K	+100.00%
Sep 30, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.11%	812.16K	-	96.76K	+13.52%
Sep 30, 2023	D. E. SHAW & CO., INC.	1.17%	857.03K	-	-461.69K	-35.01%
Sep 30, 2023	INVESCO LTD.	1.35%	993.27K	-	529.85K	+114.34%
Sep 30, 2023	BAIRD FINANCIAL GROUP, INC.	1.47%	1.08M	-	-103.37K	-8.75%
Sep 30, 2023	HIGHTOWER ADVISORS, LLC	1.77%	1.3M	-	58K	+4.67%
Sep 30, 2023	BLACKROCK INC.	2.45%	1.8M	-	319.98K	+21.64%
Sep 30, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.52%	1.85M	-	579.79K	+45.74%
Sep 30, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.84%	2.08M	-	210.42K	+11.25%
Sep 30, 2023	DIMENSIONAL FUND ADVISORS LP	3.18%	2.34M	-	651.77K	+38.69%
Sep 30, 2023	CUTLER GROUP LLC / CA	0.04%	30.9K	-	30.9K	+100.00%
Sep 30, 2023	CENTIVA CAPITAL, LP	0.04%	32.28K	-	32.28K	+100.00%
Sep 30, 2023	KENNEDY CAPITAL MANAGEMENT LLC	0.05%	33.24K	-	33.24K	+100.00%
Sep 30, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.05%	34.95K	-	34.95K	+100.00%
Sep 30, 2023	STIFEL FINANCIAL CORP	0.05%	38.8K	-	38.8K	+100.00%

Insiders

Among the ALTO insiders holding of 7.22% of the stake in company, KOEHLER NEIL M, Co-President & Co-CEO, holds the largest shares of 872.43K. MCGREGOR BRYON T, President & CEO, is the second largest ALTO insider with ownership of 834.27K shares. KANDRIS MICHAEL D, President, CEO & COO, stands third with possession of 548.78K shares of that stake.

Insiders	Designation	Shares Held
KOEHLER NEIL M	Co-President & Co-CEO	872.43K
MCGREGOR BRYON T	President & CEO	834.27K
KANDRIS MICHAEL D	President, CEO & COO	548.78K
SNEED JAMES R	Chief Commercial Officer	432.4K
OLANDER ROBERT R.	Chief Financial Officer	225.06K
JONES WILLIAM L	director	159.52K
KIETA DOUGLAS L	director	135.5K
KOEHLER PAUL	VP, Commodities & Corp Dev	95.69K
WRIGHT CHRISTOPHER W	VP, Gen. Counsel & Secy	80.61K
GRAHAM AUSTE M	Gen. Counsel, VP & Secy	65.94K
LAYNE LARRY D	director	56.76K
CANDLEWOOD INVESTMENT GROUP, LP	10 percent owner	38.15K
NATHAN GILBERT E	director	31.2K
GRAY MARIA G	director	27.29K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 13, 2025	SNEED JAMES R	PURCHASE	1.06	3.18K	3.36K	432.4K
Nov 13, 2024	NATHAN GILBERT E	PURCHASE	1.32	5K	6.63K	31.2K
Nov 12, 2024	MCGREGOR BRYON T	PURCHASE	1.36	37K	50.42K	834.27K
Nov 12, 2024	OLANDER ROBERT R.	PURCHASE	1.35	7.35K	9.96K	225.06K
Jun 01, 2023	NATHAN GILBERT E	PURCHASE	1.97	5K	9.85K	583.91K
May 31, 2023	NATHAN GILBERT E	PURCHASE	1.99	5K	9.95K	578.91K
Mar 17, 2023	NATHAN GILBERT E	PURCHASE	1.71	10K	17.1K	573.91K
Mar 16, 2023	NATHAN GILBERT E	PURCHASE	1.81	10K	18.1K	563.91K
Mar 16, 2023	GRAHAM AUSTE M	PURCHASE	1.85	2.7K	5K	65.94K
Mar 15, 2023	NATHAN GILBERT E	PURCHASE	1.86	15K	27.9K	553.91K
Mar 14, 2023	GRAHAM AUSTE M	PURCHASE	1.98	2.53K	5K	63.24K
Dec 16, 2022	GRAY MARIA G	PURCHASE	2.73	5K	13.65K	27.29K
Dec 16, 2022	NATHAN GILBERT E	PURCHASE	2.71	35K	94.85K	538.91K
May 20, 2022	NATHAN GILBERT E	PURCHASE	4.04	20K	80.8K	483.8K
May 20, 2022	KANDRIS MICHAEL D	PURCHASE	4.06	12.42K	50.4K	548.78K
Dec 08, 2021	NATHAN GILBERT E	PURCHASE	4.96	10K	49.6K	463.8K
Nov 22, 2021	NATHAN GILBERT E	PURCHASE	5.16	5K	25.8K	453.8K
Nov 19, 2021	NATHAN GILBERT E	PURCHASE	5.13	5K	25.65K	448.8K
Nov 15, 2021	NATHAN GILBERT E	PURCHASE	5.47	15K	82.05K	443.8K
Nov 12, 2021	MCGREGOR BRYON T	PURCHASE	5.80	4K	23.2K	304.82K
Nov 12, 2021	WRIGHT CHRISTOPHER W	SALE	5.73	65.53K	375.5K	80.61K
Nov 12, 2021	NATHAN GILBERT E	PURCHASE	5.73	10K	57.3K	428.8K
Aug 30, 2021	NATHAN GILBERT E	PURCHASE	4.85	8.5K	41.24K	418.8K
Aug 20, 2021	NATHAN GILBERT E	PURCHASE	4.45	6K	26.7K	410.3K
Aug 13, 2021	NATHAN GILBERT E	PURCHASE	4.96	20K	99.2K	404.3K
Aug 12, 2021	NATHAN GILBERT E	PURCHASE	5.10	5K	25.5K	384.3K
Jun 11, 2021	NATHAN GILBERT E	PURCHASE	6.08	25K	152K	346.56K
Jun 10, 2021	NATHAN GILBERT E	PURCHASE	6.15	15K	92.25K	321.56K
Jun 02, 2021	WRIGHT CHRISTOPHER W	SALE	6.96	21.75K	151.35K	146.65K
May 19, 2021	NATHAN GILBERT E	PURCHASE	5.38	5K	26.9K	306.56K
May 18, 2021	NATHAN GILBERT E	PURCHASE	5.65	66.13K	373.66K	301.56K
May 17, 2021	NATHAN GILBERT E	PURCHASE	5.09	6.2K	31.56K	26.2K
Mar 17, 2021	JONES WILLIAM L	SALE	5.98	20K	119.6K	159.52K
Mar 15, 2021	SNEED JAMES R	SALE	6.01	100K	601K	174.27K
Dec 01, 2020	WRIGHT CHRISTOPHER W	SALE	6.01	37.18K	223.63K	130.93K
Aug 27, 2020	MCGREGOR BRYON T	PURCHASE	3.55	5K	17.75K	287.73K
Aug 26, 2020	KOEHLER NEIL M	PURCHASE	3.30	735	2.43K	872.43K
Aug 26, 2020	NATHAN GILBERT E	PURCHASE	3.52	100	352.5	100
Aug 26, 2020	MCGREGOR BRYON T	PURCHASE	3.30	5K	16.5K	282.73K
Aug 25, 2020	NATHAN GILBERT E	PURCHASE	4.02	2.5K	10.05K	159.09K
Aug 24, 2020	NATHAN GILBERT E	PURCHASE	3.83	10K	38.3K	156.59K
Aug 18, 2020	KIETA DOUGLAS L	PURCHASE	5.08	980	4.97K	135.5K
Aug 18, 2020	WRIGHT CHRISTOPHER W	SALE	5.00	82.87K	414.35K	168.11K
Aug 14, 2020	NATHAN GILBERT E	PURCHASE	3.42	50K	171.25K	146.59K
Aug 13, 2020	NATHAN GILBERT E	PURCHASE	3.18	3K	9.54K	92.87K
Jun 12, 2020	SNEED JAMES R	PURCHASE	0.81	400	326	168.39K
Jun 11, 2020	KOEHLER NEIL M	PURCHASE	0.67	1.88K	1.26K	871.7K
Aug 22, 2019	KOEHLER NEIL M	PURCHASE	0.57	100K	57K	932.99K
Jun 05, 2019	SNEED JAMES R	PURCHASE	0.95	13.3K	12.63K	171.56K
Mar 16, 2018	MCGREGOR BRYON T	PURCHASE	3.55	2.5K	8.88K	122.11K
Mar 09, 2018	KANDRIS MICHAEL D	PURCHASE	3.25	3K	9.75K	102.24K
Mar 08, 2018	KOEHLER NEIL M	PURCHASE	3.20	30K	95.9K	552.32K
Mar 08, 2018	KOEHLER PAUL	PURCHASE	3.20	6.5K	20.8K	95.69K
Mar 06, 2018	LAYNE LARRY D	PURCHASE	3.69	10K	36.95K	56.76K
Dec 07, 2017	JONES WILLIAM L	SALE	4.30	20K	86K	56.9K
Mar 17, 2017	CANDLEWOOD INVESTMENT GROUP, LP	SALE	6.70	3.63K	24.33K	38.15K
Mar 16, 2017	CANDLEWOOD INVESTMENT GROUP, LP	SALE	6.70	3.63K	24.33K	48.16K
Mar 15, 2017	CANDLEWOOD INVESTMENT GROUP, LP	SALE	6.70	3.63K	24.33K	53.77K
Dec 15, 2016	LAYNE LARRY D	SALE	9.71	10K	97.1K	31.18K
Dec 13, 2016	WRIGHT CHRISTOPHER W	SALE	9.60	6.43K	61.69K	60.82K
Dec 12, 2016	CANDLEWOOD INVESTMENT GROUP, LP	SALE	9.33	17.65K	164.64K	30.51K

Frequently Asked Questions