How many institutions own ANIX 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 ANIX shares is 75, representing 16.69% of the company's common stock.

Who are the major shareholders selling Anixa Biosciences, Inc. stock?

SIMPLICITY WEALTH,LLC, in the last quarter, reduced its stake in ANIX by -14.1% restricting it's holding to 12 thousand shares of worth nearly $37.44K. PRIVATE ADVISOR GROUP, LLC also lessened -25.64% of the ANIX shares from its portfolio, reducing its holding to 10.22 thousand shares of worth $31.89K. SBI SECURITIES CO., LTD. also shunned ANIX shares holding by -3.88% last quarter which brought its holding to 223 shares worth $696.00.

Investors who are buying ANIX stock?

As per its latest 13F filing, LIGHTHOUSE INVESTMENT PARTNERS, LLC increased its stake in ANIX by 100% in the last quarter. The institutional holder raised its holding to 16.98 thousand shares having worth more than $52.98K. BLACKROCK, INC. also added 1.84% more shares of ANIX to its portfolio, raising its holding to 163.98 thousand shares of worth $511.63K. MORGAN STANLEY also increased its ANIX shares holding by 301.58% which brought its holding to 46.86 thousand shares worth $146.20K.

ANIX's major insiders: who are they?

The insider with the most stakes in ANIX is Titterton Lewis H jr , director at the company. Additionally, ANIX stock is highly held by Chief Executive Officer KUMAR AMIT and director JOHNSON BRUCE F among others.

Did an insider recently sell ANIX stock?

Company executives, directors, and other insiders own 5.41% percent of Anixa Biosciences, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which ANIX insiders have sold stock, totaling 0 shares. Insiders that have sold shares include KUMAR AMIT, WILLIAMS RICHARD H, and TITTERTON LEWIS H JR.

Which insider recently purchased ANIX stock?

There have been 1 transaction(s) during the past 6-months in which Anixa Biosciences, Inc. insiders have bought stock, totalling 10000 shares

How much of ANIX does insiders own?

Around 135K Anixa Biosciences, Inc. shares are held by insiders, which represents about 5.41% of ANIX stock.

Who is the insider with the largest stake?

ANIX director, Titterton Lewis H jr holds the largest portfolio of the company's shares. ANIX shares owned by Titterton total nearly 953.33 thousand.

Which institution holds the most shares in ANIX?

NBT BANK N A /NY is the largest institutional owner in ANIX which holds 2 thousand shares worth $6.24K or 0.01% of the total ANIX shares outstanding followed by LIGHTHOUSE INVESTMENT PARTNERS, LLC with ownership of 16.98 thousand shares representing 0.05% of the ANIX ownership. BLACKROCK, INC. is the third largest stakeholder with 163.98 thousand shares or 0.51% of the ownership worth more than $511.63K.

Is Anixa Biosciences, 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 ANIX is concerned, it is a stock which is optionable.

Is there a short position on ANIX's shares?

Number of ANIX shares short is 1.15M. 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 ANIX shares are there?

As of today, 33.53M shares of ANIX are outstanding.

Is there many float in ANIX 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, ANIX has 31.72M shares in float.

ANIX 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 ANIX is 12.79.

Anixa Biosciences (ANIX) 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 Shares3.43

Short Percent Of Float3.63

Shares Outstanding33.53M

Shares Float31.72M

Shares Short1.15M

Short Ratio12.79

3.63%

Short % of Float

3.43%

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

5.41% Percentage of Shares held by All Insiders

16.69% Percentage of Shares held by All Institutions

17.64% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 16.69% of ANIX shares are held by financial institutions. NBT BANK N A /NY is the top corporate investor, holding 2K shares valued at $6.24K. A 0.01% stake in Anixa Biosciences, Inc. is owned by the company. LIGHTHOUSE INVESTMENT PARTNERS, LLC owns 16.98K shares valued at $52.98K, which translates its holding of 0.05% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	NBT BANK N A /NY	0.01%	2K	6.24K	0	0
Dec 31, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.05%	16.98K	52.98K	16.98K	+100.00%
Dec 31, 2025	BLACKROCK, INC.	0.51%	163.98K	511.63K	2.96K	+1.84%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.04%	12K	37.44K	-1.97K	-14.10%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.03%	11.2K	34.94K	0	0
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	10.22K	31.89K	-3.53K	-25.64%
Dec 31, 2025	MORGAN STANLEY	0.14%	46.86K	146.2K	35.19K	+301.58%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.14%	44.3K	136K	23.53K	+113.24%
Dec 31, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.14%	44K	137.28K	9K	+25.71%
Dec 31, 2025	STALEY CAPITAL ADVISERS INC	0.03%	10K	31.2K	0	0
Dec 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.07%	22.5K	70.2K	0	0
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.05%	14.62K	45.61K	0	0
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0%	500	1.56K	0	0
Dec 31, 2025	US BANCORP \DE\	0%	400	1.25K	0	0
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	223	696	-9	-3.88%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-1K	-100.00%
Dec 31, 2025	BARCLAYS PLC	0%	0	-	-9	-100.00%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.03%	9.14K	28.52K	9.14K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	5.57K	17.39M	-208.38K	-97.40%
Dec 31, 2025	SIMPLEX TRADING, LLC	0.02%	4.97K	15.49K	-3.22K	-39.33%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	3.83K	11.95K	1.79K	+88.11%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	3.04K	9.48K	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.01%	2.7K	8.42K	0	0
Dec 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.64%	206.9K	645.53K	-149.25K	-41.91%
Dec 31, 2025	GSA CAPITAL PARTNERS LLP	0.25%	82.12K	256K	221	+0.27%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.18%	58.27K	181.81K	0	0
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.17%	53.87K	168.08K	11.11K	+25.98%
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.05%	15.81K	49.33K	300	+1.93%
Dec 31, 2025	NEWEDGE WEALTH, LLC	0.04%	12.5K	39K	0	0
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.79K	39.89K	0	0
Dec 31, 2025	STEPHEN J. GARRY & ASSOCIATES, LLC	0.03%	10.08K	31.45K	0	0
Dec 31, 2025	GRAHAM CAPITAL MANAGEMENT, L.P.	0.08%	26.08K	81.38K	26.08K	+100.00%
Dec 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.1%	31.06K	96.9K	31.06K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.13%	41.15K	128.39K	0	0
Dec 31, 2025	NORTHERN TRUST CORP	0.17%	55.77K	174K	-1.19K	-2.09%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.08%	26.68K	83.23K	26.68K	+100.00%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.09%	27.87K	86.94K	12.27K	+78.62%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.18%	59.52K	185.7K	59.52K	+100.00%
Dec 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.05%	15.65K	48.83K	0	0
Dec 31, 2025	DAKOTA WEALTH MANAGEMENT	0.05%	15K	46.8K	0	0
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.04%	12.18K	37.99K	12.18K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.04%	12K	37.44K	1.5K	+14.29%
Dec 31, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.04%	12K	37.44K	-1.97K	-14.10%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.03%	11.13K	34.72K	11.13K	+100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	10.5K	32.76K	0	0
Dec 31, 2025	VIRTU FINANCIAL LLC	0.16%	51.76K	161K	51.76K	+100.00%
Dec 31, 2025	MARSHALL WACE, LLP	0.13%	40.56K	126.54K	-22.16K	-35.33%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.12%	37.4K	116.69K	0	0
Dec 31, 2025	GEMMER ASSET MANAGEMENT LLC	0.11%	35K	109.2K	0	0
Dec 31, 2025	OMERS ADMINISTRATION CORP	0.09%	30.5K	95.16K	30.5K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.09%	29.69K	92.64K	-66.32K	-69.07%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	20.2K	63.02K	20.2K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	26K	81.12K	2K	+8.33%
Dec 31, 2025	LPL FINANCIAL LLC	0.28%	89.61K	279.57K	2.6K	+2.99%
Dec 31, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.29%	93.93K	293.07K	93.93K	+100.00%
Dec 31, 2025	683 CAPITAL MANAGEMENT, LLC	0.35%	113.64K	354.54K	113.64K	+100.00%
Dec 31, 2025	STATE STREET CORP	0.49%	159.04K	496.21K	38.54K	+31.98%
Dec 31, 2025	LAIRD NORTON TRUST COMPANY, LLC	1.81%	588.03K	1.83M	-9.21K	-1.54%
Dec 31, 2025	D.A. DAVIDSON & CO.	1.66%	539.27K	1.68M	-75K	-12.21%
Dec 31, 2025	UBS GROUP AG	1.41%	459.07K	1.43M	-15.41K	-3.25%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.08%	350.92K	1.1M	7.27K	+2.12%
Dec 31, 2025	ROYAL BANK OF CANADA	0%	1.43K	4K	426	+42.60%
Dec 31, 2025	STEPHENS CONSULTING, LLC	0%	1K	3.12K	0	0
Dec 31, 2025	VANGUARD GROUP INC	4.5%	1.46M	4.55M	37.23K	+2.62%
Dec 31, 2025	PARKSIDE FINANCIAL BANK & TRUST	0%	602	1.88K	0	0
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	600	1.85K	0	0
Dec 31, 2025	IFP ADVISORS, INC	0%	500	1.56K	0	0
Dec 31, 2025	CORECAP ADVISORS, LLC	0.15%	48.04K	149.87K	1.25K	+2.67%
Sep 30, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.04%	13.97K	45.61K	13.97K	+100.00%
Sep 30, 2025	NBT BANK N A /NY	0.01%	2K	6.6K	0	0
Sep 30, 2025	VANGUARD GROUP INC	4.38%	1.42M	4.69M	29.44K	+2.11%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.12%	37.4K	123.42K	0	0
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.07%	22.5K	74.25K	0	0
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.06%	20.78K	66K	20.78K	+100.00%
Sep 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.05%	15.65K	51.64K	0	0
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.04%	13.97K	46.1K	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	2.04K	6.92K	2.04K	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	2.7K	8.91K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	3.04K	10.03K	0	0
Sep 30, 2025	STEPHEN J. GARRY & ASSOCIATES, LLC	0.03%	10.08K	33.26K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.03%	10.3K	33.99K	10.3K	+100.00%
Sep 30, 2025	GEMMER ASSET MANAGEMENT LLC	0.11%	35K	115.5K	0	0
Sep 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.11%	35K	115.5K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.13%	41.15K	135.8K	3K	+7.86%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.25%	81.9K	270K	3.79K	+4.85%
Sep 30, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	0.13%	41.8K	137.94K	5.3K	+14.52%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	10.5K	34.65K	10K	+2,000.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	10.5K	34.65K	0	0
Sep 30, 2025	BENJAMIN EDWARDS INC	0.03%	11.2K	36.96K	0	0
Sep 30, 2025	MORGAN STANLEY	0.04%	11.67K	38.51K	-9.73K	-45.48%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.13%	42.76K	141.12K	15.09K	+54.53%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.14%	46.79K	154.4K	0	0
Sep 30, 2025	NORTHERN TRUST CORP	0.18%	56.96K	187.97K	-9.72K	-14.58%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.18%	58.27K	192.3K	0	0
Sep 30, 2025	MARSHALL WACE, LLP	0.19%	62.72K	206.97K	51K	+435.04%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	80.39K	265.28K	63.58K	+378.41%
Sep 30, 2025	LPL FINANCIAL LLC	0.27%	87.01K	287.12K	11.82K	+15.72%
Sep 30, 2025	CITADEL ADVISORS LLC	0.3%	96.01K	316.83K	25.07K	+35.34%
Sep 30, 2025	STATE STREET CORP	0.37%	120.5K	397.65K	0	0
Sep 30, 2025	BLACKROCK, INC.	0.5%	161.02K	531.37K	1.55K	+0.97%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.66%	213.96K	706.05K	3.65K	+1.73%
Sep 30, 2025	LAIRD NORTON TRUST COMPANY, LLC	1.84%	597.24K	1.97M	-20K	-3.24%
Sep 30, 2025	CROWLEY WEALTH MANAGEMENT, INC.	0%	1K	3.3K	0	0
Sep 30, 2025	STEPHENS CONSULTING, LLC	0%	1K	3.3K	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	1K	3.3K	0	0
Sep 30, 2025	STALEY CAPITAL ADVISERS INC	0.03%	10K	33K	0	0
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.05%	15.6K	51.48K	1K	+6.85%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0.01%	4.83K	15.95K	-290	-5.66%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.03%	8.18K	27K	8.18K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	24K	79.2K	7K	+41.18%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.06%	343.64K	1.13M	808	+0.24%
Sep 30, 2025	UBS GROUP AG	1.46%	474.48K	1.57M	-30.81K	-6.10%
Sep 30, 2025	D.A. DAVIDSON & CO.	1.89%	614.27K	2.03M	0	0
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.04%	12.5K	50.88K	0	0
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.79K	42.19K	0	0
Sep 30, 2025	DAKOTA WEALTH MANAGEMENT	0.05%	15K	49.5K	0	0
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.05%	15.51K	51.18K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	13.75K	45.36K	2.13K	+18.36%
Sep 30, 2025	MISSION WEALTH MANAGEMENT, LP	1.1%	356.15K	1.18M	-13.37K	-3.62%
Sep 30, 2025	ANCORA ADVISORS, LLC	0%	1.52K	5.02K	0	0
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.05%	14.62K	48.24K	14.62K	+100.00%
Sep 30, 2025		0.05%	15.6K	51.48K	15.6K	+100.00%
Sep 30, 2025	LIVELSBERGER FINANCIAL ADVISORY	0%	0	-	-1.63K	-100.00%
Sep 30, 2025	BRADLEY FOSTER & SARGENT INC/CT	0%	0	-	-20.26K	-100.00%
Sep 30, 2025	BARRETT & COMPANY, INC.	0%	0	-	-80	-100.00%
Sep 30, 2025	CITIGROUP INC	0%	1	3	1	+100.00%
Sep 30, 2025	BARCLAYS PLC	0%	9	30	9	+100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	232	766	1	+0.43%
Sep 30, 2025	US BANCORP \DE\	0%	400	1.32K	0	0
Sep 30, 2025	PARK CIRCLE CO	0%	500	1.65K	0	0
Sep 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0%	602	1.99K	0	0
Jun 30, 2025	HURLEY CAPITAL, LLC	0%	0	-	-314	-100.00%
Jun 30, 2025	STALEY CAPITAL ADVISERS INC	0.03%	10K	33K	0	0
Jun 30, 2025	LAIRD NORTON TRUST COMPANY, LLC	1.92%	617.24K	2.04M	-5K	-0.80%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.03%	10.58K	34.92K	10.58K	+100.00%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.03%	11.2K	36.96K	11.2K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	11.61K	38.33K	-750	-6.07%
Jun 30, 2025	MARSHALL WACE, LLP	0.04%	11.72K	38.68K	11.72K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.04%	12.1K	39.93K	-11.3K	-48.29%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.79K	42.19K	0	0
Jun 30, 2025	NBT BANK N A /NY	0.01%	2K	6.6K	2K	+100.00%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	3.04K	10.03K	0	0
Jun 30, 2025	GROUP ONE TRADING, L.P.	0.02%	5.12K	16.9K	-8.25K	-61.70%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	10.04K	33.13K	10.04K	+100.00%
Jun 30, 2025		0.03%	10.08K	33.26K	0	0
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.04%	12.5K	37.63K	12.5K	+100.00%
Jun 30, 2025	SIMPLICITY WEALTH,LLC	0.04%	13.97K	46.1K	0	0
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.05%	14.6K	48.18K	14.6K	+100.00%
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.05%	15K	49.5K	0	0
Jun 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.05%	15.51K	51.18K	0	0
Jun 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.05%	15.65K	51.64K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	10.5K	34.65K	2K	+23.53%
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0.24%	78.11K	258K	2.3K	+3.04%
Jun 30, 2025	VANGUARD GROUP INC	4.33%	1.39M	4.6M	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.65%	210.31K	694.02K	41	+0.02%
Jun 30, 2025	LPL FINANCIAL LLC	0.23%	75.19K	248.12K	18.25K	+32.05%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	2.7K	8.91K	-70	-2.53%
Jun 30, 2025	LIVELSBERGER FINANCIAL ADVISORY	0.01%	1.63K	5.39K	1.63K	+100.00%
Jun 30, 2025	NORTHERN TRUST CORP	0.21%	66.68K	220.05K	0	0
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.18%	58.27K	192.3K	-474	-0.81%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.12%	38.15K	125.9K	25K	+190.11%
Jun 30, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	0.11%	36.5K	120.45K	2.1K	+6.10%
Jun 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.11%	35K	115.5K	0	0
Jun 30, 2025	GEMMER ASSET MANAGEMENT LLC	0.11%	35K	115.5K	0	0
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.09%	27.67K	91.32K	6.2K	+28.87%
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.07%	22.5K	74.25K	0	0
Jun 30, 2025	MORGAN STANLEY	0.07%	21.4K	70.63K	-11.92K	-35.77%
Jun 30, 2025	BRADLEY FOSTER & SARGENT INC/CT	0.06%	20.26K	66.87K	20.26K	+100.00%
Jun 30, 2025	COLONY GROUP, LLC	0.06%	18.24K	60.2K	-53.56K	-74.59%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	16.8K	55.45K	-178.37K	-91.39%
Jun 30, 2025	BLACKROCK, INC.	0.5%	159.47K	526.25K	-35.96K	-18.40%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.06%	342.84K	1.13M	2.57K	+0.76%
Jun 30, 2025	MISSION WEALTH MANAGEMENT, LP	1.15%	369.52K	1.22M	-100K	-21.30%
Jun 30, 2025	UBS GROUP AG	1.57%	505.29K	1.67M	-18.87K	-3.60%
Jun 30, 2025	SG AMERICAS SECURITIES, LLC	0%	0	-	-15.51K	-100.00%
Jun 30, 2025	BARRETT & COMPANY, INC.	0%	80	264	0	0
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0%	500	1.65K	0	0
Jun 30, 2025	PARK CIRCLE CO	0%	500	1.65K	0	0
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	600	1.97K	0	0
Jun 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0%	602	1.99K	602	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0%	1K	3K	0	0
Jun 30, 2025	STEPHENS CONSULTING, LLC	0%	1K	3.3K	0	0
Jun 30, 2025	STATE STREET CORP	0.37%	120.5K	397.65K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	1K	3.3K	0	0
Jun 30, 2025	D.A. DAVIDSON & CO.	1.91%	614.27K	2.03M	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	1.26K	4.16K	1.26K	+100.00%
Jun 30, 2025	STEPHEN J. GARRY & ASSOCIATES, LLC	0.03%	10.08K	33.26K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.13%	41.8K	137.94K	11.34K	+37.23%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.05%	17K	56.1K	-29K	-63.04%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.12%	37.4K	123.42K	0	0
Jun 30, 2025	TYLER-STONE WEALTH MANAGEMENT	0.13%	42.02K	138.65K	0	0
Jun 30, 2025	CORECAP ADVISORS, LLC	0.15%	46.79K	154.4K	2K	+4.47%
Jun 30, 2025	ANCORA ADVISORS, LLC	0%	1.52K	5.02K	0	0
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-24K	-100.00%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	12.36K	35.36K	12.36K	+100.00%
Mar 31, 2025	D.A. DAVIDSON & CO.	1.91%	614.27K	1.76M	-56.8K	-8.46%
Mar 31, 2025	UBS GROUP AG	1.63%	524.16K	1.5M	-9.96K	-1.87%
Mar 31, 2025	MISSION WEALTH MANAGEMENT, LP	1.46%	469.52K	1.34M	0	0
Mar 31, 2025	VANGUARD GROUP INC	4.33%	1.39M	3.98M	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.18%	56.94K	162.84K	14K	+32.61%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.61%	195.17K	558.19K	-86.52K	-30.72%
Mar 31, 2025	STATE STREET CORP	0.37%	120.5K	344.63K	0	0
Mar 31, 2025	GSA CAPITAL PARTNERS LLP	0.24%	75.8K	217K	75.8K	+100.00%
Mar 31, 2025	COLONY GROUP, LLC	0.22%	71.8K	205.35K	1.8K	+2.57%
Mar 31, 2025	NORTHERN TRUST CORP	0.21%	66.68K	190.71K	0	0
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.18%	58.75K	168.01K	-1	0.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.14%	46K	131.56K	18K	+64.29%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.14%	44.79K	128.09K	0	0
Mar 31, 2025	TYLER-STONE WEALTH MANAGEMENT	0.13%	42.02K	120.17K	0	0
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.12%	37.4K	106.96K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.07%	23.4K	66.92K	6.7K	+40.12%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.07%	24K	68.64K	0	0
Mar 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.07%	22.5K	64.35K	0	0
Mar 31, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.11%	35K	100.1K	0	0
Mar 31, 2025	GEMMER ASSET MANAGEMENT LLC	0.11%	35K	100.1K	0	0
Mar 31, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	0.11%	34.4K	98.38K	11.3K	+48.92%
Mar 31, 2025	MORGAN STANLEY	0.1%	33.33K	95.31K	1.57K	+4.96%
Mar 31, 2025	JANE STREET GROUP, LLC	0.09%	30.46K	87.12K	1.61K	+5.60%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.01%	2.77K	7.92K	-150	-5.14%
Mar 31, 2025	ANCORA ADVISORS, LLC	0%	1.52K	4.35K	0	0
Mar 31, 2025	LAIRD NORTON TRUST COMPANY, LLC	1.93%	622.24K	1.78M	0	0
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.07%	21.47K	61.41K	6.9K	+47.35%
Mar 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.05%	15.65K	44.76K	0	0
Mar 31, 2025	SG AMERICAS SECURITIES, LLC	0.05%	15.51K	44K	15.51K	+100.00%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.05%	15.51K	44.36K	0	0
Mar 31, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.04%	13.97K	37.58K	0	0
Mar 31, 2025	GROUP ONE TRADING, L.P.	0.04%	13.37K	38.25K	11.43K	+588.32%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.04%	13.15K	37.61K	-73	-0.55%
Mar 31, 2025		0%	1K	2.86K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.65%	210.27K	601.37K	12	+0.01%
Mar 31, 2025	BLACKROCK, INC.	0.61%	195.42K	558.91K	12.39K	+6.77%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.06%	340.27K	973.44K	10.89K	+3.31%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.03%	8.5K	24.31K	0	0
Mar 31, 2025	DAKOTA WEALTH MANAGEMENT	0.05%	15K	42.9K	0	0
Mar 31, 2025	SIMPLICITY WEALTH,LLC	0.04%	13.97K	39.95K	0	0
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	3.04K	8.69K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0%	1K	3K	0	0
Mar 31, 2025	STEPHENS CONSULTING, LLC	0%	1K	2.86K	0	0
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0%	1K	2.32K	0	0
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.79K	36.57K	0	0
Mar 31, 2025	STALEY CAPITAL ADVISERS INC	0.03%	10K	28.6K	0	0
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	600	1.72K	600	+100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0%	1K	3.12K	0	0
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0%	1.19K	3K	1.19K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0%	1.4K	4.37K	1K	+250.00%
Mar 31, 2024	ANCORA ADVISORS, LLC	0%	1.52K	4.75K	0	0
Mar 31, 2024	CITIGROUP INC	0.01%	2.09K	6.51K	567	+37.30%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	3.24K	10.11K	200	+6.58%
Mar 31, 2024	CITADEL ADVISORS LLC	0.01%	4.1K	12.79K	-16.6K	-80.19%
Mar 31, 2024	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.05%	15K	46.8K	0	0
Mar 31, 2024	KEYBANK NATIONAL ASSOCIATION/OH	0.05%	15.51K	48.39K	0	0
Mar 31, 2024	SQUAREPOINT OPS LLC	0.05%	15.9K	49.6K	15.9K	+100.00%
Mar 31, 2024	VIRTU FINANCIAL LLC	0.05%	16.16K	50K	5.18K	+47.23%
Mar 31, 2024	CUBIST SYSTEMATIC STRATEGIES, LLC	0.05%	16.66K	51.96K	16.66K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.06%	17.76K	55.4K	-37.89K	-68.09%
Mar 31, 2024	OCCUDO QUANTITATIVE STRATEGIES LP	0.06%	18.55K	57.89K	18.55K	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	20.2K	63.02K	-13.3K	-39.70%
Mar 31, 2024	JANE STREET GROUP, LLC	0.39%	121.92K	380.4K	78.54K	+181.04%
Mar 31, 2024	LAIRD NORTON TRUST COMPANY, LLC	1.92%	604.24K	1.89M	235.4K	+63.82%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	5.54K	17.27K	2.83K	+104.77%
Mar 31, 2024	SIMPLEX TRADING, LLC	0.03%	9.05K	28K	8.76K	+2,989.08%
Mar 31, 2024	STALEY CAPITAL ADVISERS INC	0.03%	10K	31.2K	10K	+100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.04%	11.17K	34.86K	5K	+80.98%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.79K	39.89K	0	0
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.04%	13.52K	42K	0	0
Mar 31, 2024	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.04%	13.9K	43.37K	0	0
Mar 31, 2024	SIMPLICITY WEALTH,LLC	0.04%	13.97K	43.58K	13.97K	+100.00%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	14K	46.9K	0	0
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.05%	15K	46.8K	0	0
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.07%	20.5K	63.96K	20.5K	+100.00%
Mar 31, 2024	TYLER-STONE WEALTH MANAGEMENT	0.07%	21.01K	65.55K	0	0
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.07%	21.18K	66.07K	0	0
Mar 31, 2024	MARSHALL WACE, LLP	0.08%	26.37K	82.28K	15.7K	+147.04%
Mar 31, 2024	LPL FINANCIAL LLC	0.08%	26.69K	83.28K	-1.45K	-5.15%
Mar 31, 2024	GEMMER ASSET MANAGEMENT LLC	0.11%	35K	109.2K	0	0
Mar 31, 2024	MORGAN STANLEY	0.12%	37.14K	115.86K	663	+1.82%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.12%	37.4K	116.69K	0	0
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	41K	128K	1K	+2.50%
Mar 31, 2024	NORTHERN TRUST CORP	0.2%	62.66K	195.51K	11.17K	+21.68%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.22%	68.8K	215K	68.8K	+100.00%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.28%	87.05K	271.6K	-9.6K	-9.94%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.3%	93.34K	291.23K	44.89K	+92.65%
Mar 31, 2024	STATE STREET CORP	0.35%	108.5K	338.52K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.37%	116.91K	364.77K	100K	+591.23%
Mar 31, 2024	UBS GROUP AG	1.71%	536.31K	1.67M	-44.27K	-7.63%
Mar 31, 2024	VANGUARD GROUP INC	4.43%	1.39M	4.35M	0	0
Mar 31, 2024	BLACKROCK INC.	0.49%	154.66K	482.55K	-2.14K	-1.36%
Mar 31, 2024	LONG FOCUS CAPITAL MANAGEMENT, LLC	0.53%	165.7K	516.99K	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.02%	320.15K	999.11K	7.68K	+2.46%
Mar 31, 2024	MISSION WEALTH MANAGEMENT, LP	1.6%	502.42K	1.57M	1.25K	+0.25%
Mar 31, 2024	TRADITION WEALTH MANAGEMENT, LLC	0%	0	-	-5.6K	-100.00%
Mar 31, 2024	Y-INTERCEPT (HONG KONG) LTD	0%	0	-	-14.37K	-100.00%
Mar 31, 2024	GROUP ONE TRADING, L.P.	0%	0	-	-1.29K	-100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-6.86K	-100.00%
Mar 31, 2024	BARRETT & COMPANY, INC.	0%	80	250	0	0
Mar 31, 2024	FMR LLC	0%	250	780	250	+100.00%
Mar 31, 2024	US BANCORP \DE\	0%	400	1.25K	0	0
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0%	500	1.56K	-25	-4.76%
Mar 31, 2024	PARK CIRCLE CO	0%	500	1.56K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	748	2.33K	9	+1.22%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	40K	155K	-100	-0.25%
Dec 31, 2023	PARK CIRCLE CO	0%	500	1.94K	0	0
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	0%	525	2.04K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	739	2.87K	13	+1.79%
Dec 31, 2023	ROYAL BANK OF CANADA	0%	1.15K	5K	34	+3.04%
Dec 31, 2023	GROUP ONE TRADING, L.P.	0%	1.29K	4.99M	-312	-19.54%
Dec 31, 2023	CITIGROUP INC	0%	1.52K	5.9K	1.52K	+100.00%
Dec 31, 2023	ANCORA ADVISORS, LLC	0%	1.52K	5.91K	0	0
Dec 31, 2023		0%	1K	3.88K	1K	+100.00%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	2.7K	10.49K	-13.06K	-82.85%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	3.04K	11.79K	0	0
Dec 31, 2023	TRADITION WEALTH MANAGEMENT, LLC	0.02%	5.6K	22K	0	0
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.02%	6.17K	23.96K	6.17K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0.02%	6.86K	26.61K	-20.43K	-74.87%
Dec 31, 2023	MARSHALL WACE, LLP	0.03%	10.68K	41.42K	10.68K	+100.00%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.04%	10.97K	43K	10.97K	+100.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.79K	49.61K	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.04%	13.52K	52K	13.52K	+100.00%
Dec 31, 2023	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.04%	13.9K	53.93K	1K	+7.75%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	14K	54.32K	-500	-3.45%
Dec 31, 2023	Y-INTERCEPT (HONG KONG) LTD	0.05%	14.37K	55.76K	14.37K	+100.00%
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0.05%	15K	58.2K	0	0
Dec 31, 2023	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.05%	15K	58.2K	0	0
Dec 31, 2023	CONCORDE ASSET MANAGEMENT, LLC	0.05%	15.46K	59.98K	0	0
Dec 31, 2023	SIMPLICITY SOLUTIONS, LLC	0.05%	15.46K	59.98K	0	0
Dec 31, 2023	KEYBANK NATIONAL ASSOCIATION/OH	0.05%	15.51K	60.18M	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0.03%	8.9K	34.53K	-10.2K	-53.40%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.05%	16.91K	65.63K	0	0
Dec 31, 2023	TYLER-STONE WEALTH MANAGEMENT	0.07%	21.01K	81.51K	0	0
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.07%	21.18K	82.17K	0	0
Dec 31, 2023	LPL FINANCIAL LLC	0.09%	28.14K	109.19K	4	+0.01%
Dec 31, 2023	GEMMER ASSET MANAGEMENT LLC	0.11%	35K	135.8K	0	0
Dec 31, 2023	MORGAN STANLEY	0.12%	36.47K	141.52K	-388	-1.05%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.12%	37.4K	145.11K	17.4K	+87.00%
Dec 31, 2023	JANE STREET GROUP, LLC	0.14%	43.38K	168.33K	43.38K	+100.00%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	48.45K	188K	48.45K	+1,211,225.00%
Dec 31, 2023	NORTHERN TRUST CORP	0.17%	51.5K	199.81K	-1.95K	-3.64%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.18%	55.65K	215.92K	-933	-1.65%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.31%	96.65K	375.02K	57	+0.06%
Dec 31, 2023	US BANCORP \DE\	0%	400	1.55K	0	0
Dec 31, 2023	STATE STREET CORP	0.35%	108.5K	420.98K	6.4K	+6.27%
Dec 31, 2023	BLACKROCK INC.	0.51%	156.8K	608.37K	-4.77K	-2.95%
Dec 31, 2023	LONG FOCUS CAPITAL MANAGEMENT, LLC	0.53%	165.7K	642.92K	0	0
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.01%	312.47K	1.21M	12.83K	+4.28%
Dec 31, 2023	LAIRD NORTON TRUST COMPANY, LLC	1.19%	368.84K	1.43M	368.84K	+100.00%
Dec 31, 2023	MISSION WEALTH MANAGEMENT, LP	1.62%	501.17K	1.94M	0	0
Dec 31, 2023	UBS GROUP AG	1.87%	580.58K	2.25M	-23.86K	-3.95%
Dec 31, 2023	VANGUARD GROUP INC	4.5%	1.39M	5.4M	29.98K	+2.20%
Sep 30, 2023	MISSION WEALTH MANAGEMENT, LP	1.62%	501.17K	-	501.17K	+100.00%
Sep 30, 2023	SEGALL BRYANT & HAMILL, LLC	0%	0	-	-17.4K	-100.00%
Sep 30, 2023	STIFEL FINANCIAL CORP	0%	0	-	-50K	-100.00%
Sep 30, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0%	4	-	4	+100.00%
Sep 30, 2023	TUCKER ASSET MANAGEMENT LLC	0%	10	-	0	0
Sep 30, 2023	SIGNATUREFD, LLC	0%	57	-	0	0
Sep 30, 2023	BARRETT & COMPANY, INC.	0%	80	-	0	0
Sep 30, 2023	ADVISOR GROUP HOLDINGS, INC.	0%	400	-	0	0
Sep 30, 2023	US BANCORP \DE\	0%	400	-	0	0
Sep 30, 2023	PARK CIRCLE CO	0%	500	-	500	+100.00%
Sep 30, 2023	LARSON FINANCIAL GROUP LLC	0%	525	-	0	0
Sep 30, 2023	WELLS FARGO & COMPANY/MN	0%	726	-	3	+0.41%
Sep 30, 2023	SIMPLEX TRADING, LLC	0%	1.01K	-	1.01K	+100.00%
Sep 30, 2023	ROYAL BANK OF CANADA	0%	1.12K	-	-185	-14.19%
Sep 30, 2023	ANCORA ADVISORS, LLC	0%	1.52K	-	0	0
Sep 30, 2023	GROUP ONE TRADING, L.P.	0.01%	1.6K	-	-4.37K	-73.25%
Sep 30, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	3.04K	-	3.04K	+100.00%
Sep 30, 2023	TRADITION WEALTH MANAGEMENT, LLC	0.02%	5.6K	-	600	+12.00%
Sep 30, 2023	ADIRONDACK TRUST CO	0.02%	7K	-	0	0
Sep 30, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	12.79K	-	0	0
Sep 30, 2023	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.04%	12.9K	-	-900	-6.52%
Sep 30, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	14.5K	-	0	0
Sep 30, 2023	DAKOTA WEALTH MANAGEMENT	0.05%	15K	-	15K	+100.00%
Sep 30, 2023	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.05%	15K	-	0	0
Sep 30, 2023	CONCORDE ASSET MANAGEMENT, LLC	0.05%	15.46K	-	-22	-0.14%
Sep 30, 2023	SIMPLICITY SOLUTIONS, LLC	0.05%	15.46K	-	-22	-0.14%
Sep 30, 2023	KEYBANK NATIONAL ASSOCIATION/OH	0.05%	15.51K	-	0	0
Sep 30, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.05%	15.76K	-	12.6K	+397.73%
Sep 30, 2023	UBS GROUP AG	1.95%	604.44K	-	-29.84K	-4.70%
Sep 30, 2023	CI PRIVATE WEALTH, LLC	0.06%	20K	-	0	0
Sep 30, 2023	TYLER-STONE WEALTH MANAGEMENT	0.07%	21.01K	-	0	0
Sep 30, 2023	DIMENSIONAL FUND ADVISORS LP	0.07%	21.18K	-	0	0
Sep 30, 2023	LPL FINANCIAL LLC	0.09%	28.14K	-	5.25K	+22.94%
Sep 30, 2023	GEMMER ASSET MANAGEMENT LLC	0.11%	35K	-	0	0
Sep 30, 2023	MORGAN STANLEY	0.12%	36.86K	-	-4K	-9.79%
Sep 30, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	40.1K	-	0	0
Sep 30, 2023	NORTHERN TRUST CORP	0.17%	53.44K	-	-418	-0.78%
Sep 30, 2023	RAYMOND JAMES & ASSOCIATES	0.18%	56.58K	-	100	+0.18%
Sep 30, 2023	BANK OF NEW YORK MELLON CORP	0.31%	96.6K	-	-805	-0.83%
Sep 30, 2023	BLACKROCK INC.	0.52%	161.57K	-	-90K	-35.78%
Sep 30, 2023	LONG FOCUS CAPITAL MANAGEMENT, LLC	0.54%	165.7K	-	0	0
Sep 30, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.97%	299.65K	-	-3.37K	-1.11%

Insiders

Among the ANIX insiders holding of 5.41% of the stake in company, TITTERTON LEWIS H JR, director, holds the largest shares of 953.33K. KUMAR AMIT, Chief Executive Officer, is the second largest ANIX insider with ownership of 579.93K shares. JOHNSON BRUCE F, director, stands third with possession of 419.12K shares of that stake.

Insiders	Designation	Shares Held
TITTERTON LEWIS H JR	director	953.33K
KUMAR AMIT	Chief Executive Officer	579.93K
JOHNSON BRUCE F	director	419.12K
BASKIES ARNOLD M	director	135K
BERMAN ROBERT ANDREW	President & CEO	51.65K
MONAHAN JOHN J	director	50.9K
GOTTSCHALK EMILY	director	45.67K
CATELANI MICHAEL	President, COO, & CFO	44.5K
WILLIAMS RICHARD H	director	25K
HERMS HENRY P	V.P., Finance & CFO	22.13K
CAVALIER DAVID	director	2K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 28, 2026	BASKIES ARNOLD M	PURCHASE	3.04	10K	30.4K	135K
Jul 31, 2025	TITTERTON LEWIS H JR	PURCHASE	3.08	10K	30.8K	953.33K
Jul 30, 2025	KUMAR AMIT	PURCHASE	3.16	5K	15.8K	579.93K
Jul 18, 2025	BASKIES ARNOLD M	PURCHASE	3.39	5K	16.95K	125K
Jul 11, 2025	KUMAR AMIT	PURCHASE	3.15	5K	15.75K	574.93K
Jul 11, 2025	TITTERTON LEWIS H JR	PURCHASE	3.14	10K	31.4K	943.33K
Jun 04, 2025	KUMAR AMIT	PURCHASE	2.85	10K	28.5K	569.93K
Jan 28, 2025	BASKIES ARNOLD M	PURCHASE	2.82	5K	14.1K	120K
Jan 24, 2025	TITTERTON LEWIS H JR	PURCHASE	3.00	1K	3K	933.33K
Jan 23, 2025	TITTERTON LEWIS H JR	PURCHASE	2.91	2K	5.82K	932.33K
Jan 22, 2025	TITTERTON LEWIS H JR	PURCHASE	3.01	2K	6.02K	930.33K
Jan 21, 2025	TITTERTON LEWIS H JR	PURCHASE	2.59	6K	15.54K	928.33K
Jan 17, 2025	TITTERTON LEWIS H JR	PURCHASE	2.57	10K	25.7K	922.33K
Jan 15, 2025	KUMAR AMIT	PURCHASE	2.23	43K	95.89K	559.93K
Jan 15, 2025	CATELANI MICHAEL	PURCHASE	2.15	9.29K	19.97K	44.5K
Jul 31, 2024	TITTERTON LEWIS H JR	PURCHASE	3.23	5.58K	18.02K	896.33K
Jul 30, 2024	TITTERTON LEWIS H JR	PURCHASE	3.06	21.65K	66.24K	890.75K
Jul 26, 2024	BASKIES ARNOLD M	PURCHASE	3.09	5K	15.45K	115K
Jul 26, 2024	TITTERTON LEWIS H JR	PURCHASE	3.03	7.7K	23.33K	869.11K
Jul 25, 2024	TITTERTON LEWIS H JR	PURCHASE	2.81	796	2.24K	861.41K
Jun 14, 2024	TITTERTON LEWIS H JR	PURCHASE	2.68	4K	10.72K	860.61K
Jun 13, 2024	TITTERTON LEWIS H JR	PURCHASE	2.70	405	1.09K	856.61K
Jun 11, 2024	TITTERTON LEWIS H JR	PURCHASE	2.66	7.1K	18.89K	856.21K
Jun 10, 2024	TITTERTON LEWIS H JR	PURCHASE	2.60	330	858	849.11K
Jun 07, 2024	KUMAR AMIT	PURCHASE	2.41	25K	60.25K	516.93K
Jun 07, 2024	TITTERTON LEWIS H JR	PURCHASE	2.52	10.74K	27.06K	848.78K
Jun 07, 2024	CATELANI MICHAEL	PURCHASE	2.40	6.25K	15K	35.21K
Apr 09, 2024	TITTERTON LEWIS H JR	PURCHASE	3.28	15.01K	49.23K	838.04K
Mar 15, 2024	KUMAR AMIT	PURCHASE	3.22	30K	96.6K	491.93K
Mar 15, 2024	BASKIES ARNOLD M	PURCHASE	3.63	10K	36.3K	110K
Jul 31, 2023	KUMAR AMIT	SALE	3.57	11.8K	42.13K	461.93K
Jul 20, 2023	CATELANI MICHAEL	PURCHASE	3.64	5.5K	20.02K	26.66K
Apr 26, 2022	TITTERTON LEWIS H JR	PURCHASE	2.79	10K	27.9K	988.07K
Apr 21, 2022	CATELANI MICHAEL	PURCHASE	2.66	5.5K	14.63K	18.14K
Apr 20, 2022	CATELANI MICHAEL	PURCHASE	2.53	2.51K	6.35K	12.64K
Jan 12, 2022	TITTERTON LEWIS H JR	PURCHASE	3.28	5K	16.4K	978.07K
Jan 11, 2022	TITTERTON LEWIS H JR	PURCHASE	3.20	2K	6.4K	973.07K
Jan 10, 2022	TITTERTON LEWIS H JR	PURCHASE	3.08	6K	18.48K	971.07K
Jan 07, 2022	TITTERTON LEWIS H JR	PURCHASE	3.08	11K	33.88K	965.07K
Jan 07, 2022	KUMAR AMIT	PURCHASE	3.00	20K	60K	314K
Oct 29, 2021	KUMAR AMIT	PURCHASE	4.77	2K	9.54K	294K
Oct 29, 2021	TITTERTON LEWIS H JR	PURCHASE	4.76	18.24K	86.84K	954.07K
Jul 26, 2021	TITTERTON LEWIS H JR	PURCHASE	4.21	30K	126.3K	935.83K
Jul 23, 2021	KUMAR AMIT	PURCHASE	4.28	5K	21.4K	292K
Jul 23, 2021	BASKIES ARNOLD M	PURCHASE	4.33	19K	82.27K	100K
Jul 16, 2021	KUMAR AMIT	PURCHASE	3.94	10K	39.4K	287K
Jul 16, 2021	TITTERTON LEWIS H JR	PURCHASE	4.07	10K	40.7K	905.83K
Jul 15, 2021	BASKIES ARNOLD M	PURCHASE	3.90	20K	78K	81K
Jul 15, 2021	TITTERTON LEWIS H JR	PURCHASE	3.65	2.2K	8.03K	895.83K
Jul 15, 2021	GOTTSCHALK EMILY	PURCHASE	3.96	20.07K	79.46K	45.67K
Jul 14, 2021	TITTERTON LEWIS H JR	PURCHASE	3.72	23.3K	86.68K	893.63K
Apr 23, 2021	GOTTSCHALK EMILY	PURCHASE	4.49	10K	44.9K	25.6K
Apr 20, 2021	BASKIES ARNOLD M	PURCHASE	3.91	10K	39.1K	61K
Apr 19, 2021	TITTERTON LEWIS H JR	PURCHASE	3.99	5K	19.95K	870.33K
Mar 25, 2021	GOTTSCHALK EMILY	PURCHASE	4.88	15.6K	76.13K	15.6K
Mar 25, 2021	BASKIES ARNOLD M	PURCHASE	4.80	10K	48K	51K
Mar 25, 2021	KUMAR AMIT	PURCHASE	4.86	5K	24.3K	277K
Mar 25, 2021	TITTERTON LEWIS H JR	PURCHASE	4.84	45K	217.8K	865.33K
Jan 29, 2021	KUMAR AMIT	PURCHASE	3.73	10K	37.3K	272K
Sep 11, 2020	KUMAR AMIT	PURCHASE	2.11	28K	59.08K	262K
Sep 11, 2020	TITTERTON LEWIS H JR	PURCHASE	2.08	40K	83.2K	1.02M
Jun 16, 2020	TITTERTON LEWIS H JR	PURCHASE	2.27	24.5K	55.62K	980.33K
Jun 15, 2020	TITTERTON LEWIS H JR	PURCHASE	2.27	31.08K	70.56K	955.83K
Jun 12, 2020	KUMAR AMIT	PURCHASE	2.03	20K	40.6K	234K
Mar 13, 2020	TITTERTON LEWIS H JR	PURCHASE	2.12	5.8K	12.29K	924.74K
Mar 12, 2020	BASKIES ARNOLD M	PURCHASE	1.84	10K	18.4K	41K
Mar 12, 2020	KUMAR AMIT	PURCHASE	1.82	20K	36.4K	214K
Mar 06, 2020	BASKIES ARNOLD M	PURCHASE	2.71	10K	27.1K	31K
Jan 17, 2020	BASKIES ARNOLD M	PURCHASE	3.53	10K	35.3K	21K
Jan 15, 2020	TITTERTON LEWIS H JR	PURCHASE	3.32	5K	16.6K	918.94K
Jan 14, 2020	TITTERTON LEWIS H JR	PURCHASE	3.22	7.4K	23.83K	913.94K
Jan 14, 2020	KUMAR AMIT	PURCHASE	2.99	20K	59.8K	194K
Sep 13, 2019	KUMAR AMIT	PURCHASE	4.12	10K	41.2K	174K
Sep 13, 2019	TITTERTON LEWIS H JR	PURCHASE	4.10	15K	61.5K	906.54K
Apr 29, 2019	CAVALIER DAVID	PURCHASE	4.21	2K	8.42K	2K
Apr 29, 2019	MONAHAN JOHN J	PURCHASE	4.22	900	3.8K	50.9K
Apr 26, 2019	BASKIES ARNOLD M	PURCHASE	4.28	10K	42.8K	11K
Apr 26, 2019	KUMAR AMIT	PURCHASE	4.21	4K	16.84K	164K
Apr 24, 2019	KUMAR AMIT	PURCHASE	4.27	10K	42.7K	160K
Apr 22, 2019	TITTERTON LEWIS H JR	PURCHASE	4.09	50K	204.5K	891.54K
Oct 25, 2018	TITTERTON LEWIS H JR	PURCHASE	4.05	2K	8.1K	841.54K
Oct 25, 2018	KUMAR AMIT	PURCHASE	3.90	11K	42.9K	150K
Sep 18, 2018	CATELANI MICHAEL	PURCHASE	4.45	2.25K	10.01K	2.25K
Sep 14, 2018	KUMAR AMIT	PURCHASE	4.08	3K	12.24K	139K
Sep 14, 2018	TITTERTON LEWIS H JR	PURCHASE	3.98	5K	19.9K	839.54K
Sep 13, 2018	KUMAR AMIT	PURCHASE	3.96	4.11K	16.28K	133K
Sep 12, 2018	KUMAR AMIT	PURCHASE	3.99	4.48K	17.88K	128.89K
Apr 09, 2018	WILLIAMS RICHARD H	SALE	4.64	25K	116K	25K
Jun 05, 2017	KUMAR AMIT	PURCHASE	0.90	10K	9K	124.41K
Jun 02, 2017	BERMAN ROBERT ANDREW	PURCHASE	0.85	100	85	51.65K
Jun 02, 2017	KUMAR AMIT	PURCHASE	0.86	500	430	104.91K
Aug 24, 2016	TITTERTON LEWIS H JR	SALE	3.10	210K	651K	287.44K
Jun 30, 2016	JOHNSON BRUCE F	PURCHASE	3.26	4.5K	14.67K	419.12K
Jun 27, 2016	JOHNSON BRUCE F	PURCHASE	3.16	400	1.26K	414.62K
Jun 17, 2016	JOHNSON BRUCE F	PURCHASE	3.34	200	668	414.22K
Jun 16, 2016	JOHNSON BRUCE F	PURCHASE	3.70	200	740	414.02K
Jun 09, 2016	JOHNSON BRUCE F	PURCHASE	3.31	900	2.98K	413.82K
Jun 08, 2016	JOHNSON BRUCE F	PURCHASE	3.60	500	1.8K	412.92K
Jun 03, 2016	JOHNSON BRUCE F	PURCHASE	3.25	500	1.63K	412.42K
Jun 02, 2016	HERMS HENRY P	SALE	3.23	500	1.62K	22.13K
Jun 02, 2016	JOHNSON BRUCE F	PURCHASE	3.39	1.5K	5.09K	411.92K
Jun 01, 2016	HERMS HENRY P	SALE	3.28	500	1.64K	22.63K
May 31, 2016	JOHNSON BRUCE F	PURCHASE	3.32	2.5K	8.31K	410.42K
May 27, 2016	JOHNSON BRUCE F	PURCHASE	3.17	100	317	407.92K
Apr 20, 2016	JOHNSON BRUCE F	PURCHASE	2.96	200	592	407.72K
Apr 19, 2016	JOHNSON BRUCE F	PURCHASE	2.62	100	262	407.32K
Apr 07, 2016	JOHNSON BRUCE F	PURCHASE	2.82	200	564	407.22K
Mar 31, 2016	JOHNSON BRUCE F	PURCHASE	3.01	500	1.51K	406.91K
Mar 28, 2016	JOHNSON BRUCE F	PURCHASE	3.03	100	303	406.41K
Mar 23, 2016	JOHNSON BRUCE F	PURCHASE	2.76	720	1.99K	406.31K
Mar 18, 2016	JOHNSON BRUCE F	PURCHASE	2.85	500	1.43K	405.59K
Mar 14, 2016	JOHNSON BRUCE F	PURCHASE	2.96	500	1.48K	405.09K
Mar 09, 2016	JOHNSON BRUCE F	PURCHASE	2.94	500	1.47K	404.59K
Mar 04, 2016	TITTERTON LEWIS H JR	PURCHASE	3.31	500	1.66K	497.44K
Mar 01, 2016	KUMAR AMIT	PURCHASE	2.52	1K	2.52K	104.41K
Feb 29, 2016	TITTERTON LEWIS H JR	PURCHASE	2.29	2K	4.58K	496.94K
Feb 29, 2016	KUMAR AMIT	PURCHASE	2.40	1K	2.4K	103.41K
Oct 30, 2015	HERMS HENRY P	SALE	3.76	500	1.88K	22.13K
Oct 29, 2015	HERMS HENRY P	SALE	3.73	800	2.98K	22.63K
Oct 28, 2015	HERMS HENRY P	SALE	3.80	1.7K	6.46K	23.43K
Oct 27, 2015	HERMS HENRY P	SALE	3.79	1K	3.79K	25.13K
Sep 25, 2015	KUMAR AMIT	PURCHASE	4.70	1K	4.7K	102.41K
Sep 25, 2015	TITTERTON LEWIS H JR	PURCHASE	4.59	5.62K	25.78K	494.94K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE10K1

SALES00

NET SHARES10K1

SHARES HELD135K1

% NET SHARES-92.59%0%

Frequently Asked Questions