How many institutions own APAM 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 APAM shares is 534, representing 94.5% of the company's common stock.

Who are the major shareholders selling Artisan Partners Asset Management Inc. stock?

SEI INVESTMENTS CO, in the last quarter, reduced its stake in APAM by -1.67% restricting it's holding to 108.82 thousand shares of worth nearly $4.43M. JANUS HENDERSON GROUP PLC also lessened -55.52% of the APAM shares from its portfolio, reducing its holding to 330.25 thousand shares of worth $13.45M. NUVEEN, LLC also shunned APAM shares holding by -3.08% last quarter which brought its holding to 375.53 thousand shares worth $15.30M.

Investors who are buying APAM stock?

As per its latest 13F filing, RENAISSANCE TECHNOLOGIES LLC increased its stake in APAM by 4.38% in the last quarter. The institutional holder raised its holding to 339.15 thousand shares having worth more than $13.82M. INVESCO LTD. also added 10.44% more shares of APAM to its portfolio, raising its holding to 468.8 thousand shares of worth $19.10M. QUBE RESEARCH & TECHNOLOGIES LTD also increased its APAM shares holding by 47.62% which brought its holding to 514.64 thousand shares worth $20.97M.

APAM's major insiders: who are they?

The insider with the most stakes in APAM is COXE TENCH , director at the company. Additionally, APAM stock is highly held by Executive Vice President Ramirez Gregory K and Exec VP, CFO & Treasurer DALEY CHARLES J JR among others.

Did an insider recently sell APAM stock?

Company executives, directors, and other insiders own 2.7% percent of Artisan Partners Asset Management Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which APAM insiders have sold stock, totaling 0 shares. Insiders that have sold shares include RAMIREZ GREGORY K, DALEY CHARLES J JR, and SELLERS SAMUEL BENTSON.

Which insider recently purchased APAM stock?

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

How much of APAM does insiders own?

Around 0 Artisan Partners Asset Management Inc. shares are held by insiders, which represents about 2.7% of APAM stock.

Who is the insider with the largest stake?

APAM director, COXE TENCH holds the largest portfolio of the company's shares. APAM shares owned by COXE total nearly 306.15 thousand.

Which institution holds the most shares in APAM?

SEI INVESTMENTS CO is the largest institutional owner in APAM which holds 108.82 thousand shares worth $4.43M or 0.15% of the total APAM shares outstanding followed by JANUS HENDERSON GROUP PLC with ownership of 330.25 thousand shares representing 0.47% of the APAM ownership. RENAISSANCE TECHNOLOGIES LLC is the third largest stakeholder with 339.15 thousand shares or 0.48% of the ownership worth more than $13.82M.

Is Artisan Partners Asset Management 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 APAM is concerned, it is a stock which is optionable.

Is there a short position on APAM's shares?

Number of APAM shares short is 4.06M. 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 APAM shares are there?

As of today, 70.46M shares of APAM are outstanding.

Is there many float in APAM 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, APAM has 63.09M shares in float.

APAM 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 APAM is 9.08.

Artisan Partners Asset Management (APAM) 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 Shares5.77

Short Percent Of Float9.09

Shares Outstanding70.46M

Shares Float63.09M

Shares Short4.06M

Short Ratio9.08

9.09%

Short % of Float

5.77%

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

2.7% Percentage of Shares held by All Insiders

94.5% Percentage of Shares held by All Institutions

97.12% Percentage of Float held by Institutions

534

Number of Institutions Holding Shares

Institutional Ownership

About 94.5% of APAM shares are held by financial institutions. SEI INVESTMENTS CO is the top corporate investor, holding 108.82K shares valued at $4.43M. A 0.15% stake in Artisan Partners Asset Management Inc. is owned by the company. JANUS HENDERSON GROUP PLC owns 330.25K shares valued at $13.45M, which translates its holding of 0.47% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	SEI INVESTMENTS CO	0.15%	108.82K	4.43M	-1.84K	-1.67%
Dec 31, 2025	JANUS HENDERSON GROUP PLC	0.47%	330.25K	13.45M	-412.28K	-55.52%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.48%	339.15K	13.82M	14.23K	+4.38%
Dec 31, 2025	SPROTT INC.	0.51%	362.1K	14.75M	0	0
Dec 31, 2025	NUVEEN, LLC	0.53%	375.53K	15.3M	-11.91K	-3.08%
Dec 31, 2025	NATIXIS ADVISORS, L.P.	0.6%	422.65K	17.22M	-9.11K	-2.11%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.6%	429.37K	17.49M	-19.29K	-4.30%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.61%	432.81K	17.63M	-22.32K	-4.90%
Dec 31, 2025	INVESCO LTD.	0.66%	468.8K	19.1M	44.32K	+10.44%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.72%	514.64K	20.97M	166.02K	+47.62%
Dec 31, 2025	CRAWFORD INVESTMENT COUNSEL INC	0.73%	517.77K	21.09M	14.27K	+2.83%
Dec 31, 2025	NORTHERN TRUST CORP	1.18%	836.36K	34.07M	-48.23K	-5.45%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	1.85%	1.31M	53.48M	606	+0.05%
Dec 31, 2025	VANGUARD GROUP INC	10.79%	7.66M	312.23M	-50.76K	-0.66%
Dec 31, 2025	JPMORGAN CHASE & CO	0.15%	109.31K	4.45M	20.01K	+22.41%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.16%	111.07K	4.53M	20.72K	+22.94%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.16%	111.66K	4.55M	7.45K	+7.15%
Dec 31, 2025	MOODY ALDRICH PARTNERS LLC	0.16%	113.06K	4.61M	0	0
Dec 31, 2025	PHOCAS FINANCIAL CORP.	0.16%	116.64K	4.75M	-271	-0.23%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.17%	120.6K	4.91M	16.72K	+16.10%
Dec 31, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0.62%	437.85K	17.84M	-4.01K	-0.91%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.62%	437.85K	17.84M	17.62K	+4.19%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.63%	446.73K	18.2M	33.34K	+8.06%
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.7%	498.37K	20.3M	53.09K	+11.92%
Dec 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.75%	535.3K	21.81M	222.53K	+71.15%
Dec 31, 2025	BARCLAYS PLC	0.89%	629.43K	25.64M	117K	+22.83%
Dec 31, 2025	FEDERATED HERMES, INC.	0.96%	678.89K	27.66M	209.52K	+44.64%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.97%	689.02K	28.07M	3.52K	+0.51%
Dec 31, 2025	CAPITAL WORLD INVESTORS	1.28%	910.52K	37.09M	67.07K	+7.95%
Dec 31, 2025	ROYCE & ASSOCIATES LP	1.45%	1.03M	42.02M	-62.5K	-5.71%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	2.03%	1.44M	58.69M	-61.81K	-4.11%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.31%	1.64M	66.8M	13.58K	+0.84%
Dec 31, 2025	WASATCH ADVISORS LP	2.34%	1.66M	67.6M	85.96K	+5.46%
Dec 31, 2025	CHANNING CAPITAL MANAGEMENT, LLC	2.77%	1.97M	80.17M	250.48K	+14.59%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.78%	1.97M	80.29M	1.46K	+0.07%
Dec 31, 2025	MORGAN STANLEY	2.85%	2.02M	82.4M	30.52K	+1.53%
Dec 31, 2025	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	3.24%	2.3M	93.65M	3.56K	+0.15%
Dec 31, 2025	STATE STREET CORP	4.01%	2.85M	116.13M	-19.77K	-0.69%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.29%	3.05M	124.18M	54.67K	+1.83%
Dec 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	8.05%	5.72M	232.84M	-462.22K	-7.48%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.13%	90.53K	3.69M	19.53K	+27.50%
Dec 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.13%	94.36K	3.84M	920	+0.98%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.14%	96.18K	3.92M	-21.84K	-18.51%
Dec 31, 2025	REGIONS FINANCIAL CORP	0.14%	96.51K	3.93M	-1.71K	-1.74%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.14%	101.44K	4.13M	56.95K	+128.00%
Dec 31, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.15%	104.95K	4.28M	31.21K	+42.32%
Dec 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.21%	148.87K	6.07M	148.05K	+18,188.21%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.22%	154.65K	6.3M	-8.11K	-4.98%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.23%	164.95K	6.72M	-23.48K	-12.46%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.32%	226.04K	9.21M	78.06K	+52.76%
Dec 31, 2025	MAN GROUP PLC	0.19%	134.51K	5.48M	-89.75K	-40.02%
Dec 31, 2025	SWISS NATIONAL BANK	0.2%	139.1K	5.67M	2.5K	+1.83%
Dec 31, 2025	ALPS ADVISORS INC	0.21%	148.16K	6.04M	-8.97K	-5.71%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.23%	166.58K	6.79M	-3.55K	-2.08%
Dec 31, 2025	RHUMBLINE ADVISERS	0.25%	179.6K	7.32M	-11.62K	-6.07%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.28%	196.53K	8.01M	-10.01K	-4.85%
Dec 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.32%	228.58K	9.31M	40.11K	+21.28%
Dec 31, 2025	CITADEL ADVISORS LLC	0.33%	231.35K	9.43M	223.84K	+2,977.32%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	0.38%	269.49K	10.98M	-7.74K	-2.79%
Dec 31, 2025	ROYAL BANK OF CANADA	0.28%	200.89K	8.18M	-64.9K	-24.42%
Dec 31, 2025	MERITAGE PORTFOLIO MANAGEMENT	0.15%	104.94K	4.28M	-1.05K	-0.99%
Dec 31, 2025	EDGESTREAM PARTNERS, L.P.	0.15%	108.09K	4.4M	62.52K	+137.21%
Dec 31, 2025	BLACKROCK, INC.	14.33%	10.17M	414.45M	146.96K	+1.47%
Dec 31, 2025	NAVELLIER & ASSOCIATES INC	0.12%	85.67K	3.49M	85.67K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.39%	279.07K	11.37M	49.64K	+21.63%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.44%	309.6K	12.61M	8.05K	+2.67%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.61%	431.76K	18.74M	-4.51K	-1.03%
Sep 30, 2025	INVESCO LTD.	0.6%	424.48K	18.42M	-18.21K	-4.11%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.23%	162.75K	7.06M	93.72K	+135.77%
Sep 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.2%	145.26K	6.3M	134.22K	+1,215.86%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	1.85%	1.31M	56.95M	-46.89K	-3.45%
Sep 30, 2025	SEI INVESTMENTS CO	0.16%	110.66K	4.8M	-1.54K	-1.37%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	118.02K	5.12M	934	+0.80%
Sep 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.19%	134.14K	5.82M	106.72K	+389.29%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	2.12%	1.5M	65.2M	22.79K	+1.54%
Sep 30, 2025	CHANNING CAPITAL MANAGEMENT, LLC	2.42%	1.72M	74.53M	-21.78K	-1.25%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.78%	1.97M	85.47M	79.75K	+4.22%
Sep 30, 2025	QUEST PARTNERS LLC	0.14%	100.91K	4.38M	89.64K	+795.26%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.39%	277.23K	12.03M	205.09K	+284.28%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.15%	104.21K	4.52M	96.28K	+1,213.66%
Sep 30, 2025	MERITAGE PORTFOLIO MANAGEMENT	0.15%	105.99K	4.6M	-1.73K	-1.60%
Sep 30, 2025	RUFFER LLP	0.1%	70.06K	3.04M	70.06K	+100.00%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.1%	71K	3.08M	19.13K	+36.89%
Sep 30, 2025	CALLAN FAMILY OFFICE, LLC	0.1%	72.53K	3.15M	-2.71K	-3.60%
Sep 30, 2025	ISTHMUS PARTNERS, LLC	0.1%	73.09K	3.17K	3.09K	+4.42%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.1%	73.53K	3.19M	15.44K	+26.59%
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.1%	73.74K	3.2M	-2.7K	-3.53%
Sep 30, 2025	WASATCH ADVISORS LP	2.22%	1.57M	68.28M	205.38K	+15.01%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.29%	1.63M	70.57M	16.44K	+1.02%
Sep 30, 2025	MOODY ALDRICH PARTNERS LLC	0.16%	113.06K	4.91M	53.43K	+89.61%
Sep 30, 2025	PHOCAS FINANCIAL CORP.	0.16%	116.91K	5.07M	2.38K	+2.08%
Sep 30, 2025	STATE STREET CORP	4.05%	2.87M	124.57M	101.25K	+3.66%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	136.6K	5.93M	2.9K	+2.17%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.21%	147.97K	6.42M	121.12K	+450.98%
Sep 30, 2025	AXA INVESTMENT MANAGERS S.A.	0.22%	155.24K	6.74M	155.24K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.72%	512.43K	22.24M	120.27K	+30.67%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.27%	188.43K	8.18M	11.75K	+6.65%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.29%	206.54K	8.96M	-1.88K	-0.90%
Sep 30, 2025	MORGAN STANLEY	2.81%	1.99M	86.46M	155.87K	+8.49%
Sep 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.11%	74.42K	3.23M	-183.04K	-71.10%
Sep 30, 2025	SPROTT INC.	0.51%	362.1K	15.71M	-2.5K	-0.69%
Sep 30, 2025	UBS GROUP AG	0.32%	229.43K	9.96M	11.74K	+5.39%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.46%	324.92K	14.1M	-67.5K	-17.20%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.11%	76.45K	3.32M	-24.16K	-24.01%
Sep 30, 2025	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	3.24%	2.3M	99.62M	-168.81K	-6.85%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.22%	2.99M	129.92M	17.41K	+0.58%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.59%	420.23K	18.24M	98.05K	+30.43%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	8.71%	6.18M	268.1M	-191.92K	-3.01%
Sep 30, 2025	VANGUARD GROUP INC	10.88%	7.71M	334.82M	52.64K	+0.69%
Sep 30, 2025	MAN GROUP PLC	0.32%	224.26K	9.73M	19.03K	+9.27%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.58%	413.39K	17.94M	64.63K	+18.53%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	1.05%	742.52K	32.23M	451.04K	+154.74%
Sep 30, 2025	CAPITAL WORLD INVESTORS	1.19%	843.45K	36.61M	-499.39K	-37.19%
Sep 30, 2025	NORTHERN TRUST CORP	1.25%	884.59K	38.39M	-19.17K	-2.12%
Sep 30, 2025	ROYCE & ASSOCIATES LP	1.54%	1.09M	47.47M	11.17K	+1.03%
Sep 30, 2025	BLACKROCK, INC.	14.14%	10.03M	435.13M	146.87K	+1.49%
Sep 30, 2025	ALPS ADVISORS INC	0.22%	157.13K	6.82M	-33.98K	-17.78%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.27%	188.47K	8.18M	19.5K	+11.54%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.44%	312.77K	13.57M	33.43K	+11.97%
Sep 30, 2025	CRAWFORD INVESTMENT COUNSEL INC	0.71%	503.5K	21.85M	-18.53K	-3.55%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.43%	301.55K	13.09M	31.04K	+11.47%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.49%	348.62K	15.13M	233.52K	+202.90%
Sep 30, 2025	NUVEEN, LLC	0.55%	387.44K	16.82M	-20.85K	-5.11%
Sep 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0.62%	441.85K	19.18M	2.24K	+0.51%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.63%	445.28K	19.33M	2.2K	+0.50%
Sep 30, 2025	TWELVE POINTS WEALTH MANAGEMENT LLC	0.12%	82.49K	3.58M	693	+0.85%
Sep 30, 2025	JPMORGAN CHASE & CO	0.13%	89.3K	3.88M	-4.3K	-4.59%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.13%	90.35K	3.92M	3.01K	+3.45%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.63%	448.66K	19.47M	3.54K	+0.80%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.64%	455.13K	19.75M	-17.2K	-3.64%
Sep 30, 2025	FEDERATED HERMES, INC.	0.66%	469.37K	20.37M	267.14K	+132.09%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.24%	170.12K	7.38M	-114.37K	-40.20%
Sep 30, 2025	ROYAL BANK OF CANADA	0.37%	265.8K	11.54M	77.28K	+40.99%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.13%	93.44K	4.06B	16.51K	+21.47%
Sep 30, 2025	RHUMBLINE ADVISERS	0.27%	191.21K	8.3M	993	+0.52%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.97%	685.49K	29.75M	-15.86K	-2.26%
Jun 30, 2025	NUVEEN, LLC	0.58%	408.3K	18.1M	-43.65K	-9.66%
Jun 30, 2025	LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM	0.05%	32.9K	1.46M	-100	-0.30%
Jun 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.05%	32.36K	1.43M	-865	-2.60%
Jun 30, 2025	B. METZLER SEEL. SOHN & CO. AG	0.04%	30.14K	1.34M	-3.54K	-10.50%
Jun 30, 2025	JENNISON ASSOCIATES LLC	0.04%	28.44K	1.26M	-4.93K	-14.77%
Jun 30, 2025	MORGAN STANLEY	2.59%	1.84M	81.4M	404.64K	+28.26%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	2.09%	1.48M	65.59M	23.08K	+1.58%
Jun 30, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.06%	45.62K	2.02M	-368	-0.80%
Jun 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.06%	43.8K	1.94M	5.53K	+14.45%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.06%	43.73K	1.94M	0	0
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	115.09K	5.1M	-5.46K	-4.53%
Jun 30, 2025	PHOCAS FINANCIAL CORP.	0.16%	114.52K	5.08M	16	+0.01%
Jun 30, 2025	MERITAGE PORTFOLIO MANAGEMENT	0.15%	107.72K	4.78M	-2.86K	-2.59%
Jun 30, 2025	HRT FINANCIAL LP	0.07%	49.65K	2.2M	17.25K	+53.25%
Jun 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0.07%	48.62K	2.16M	-6.69K	-12.09%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.07%	46.55K	2.06M	-675	-1.43%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.06%	46.03K	2.04M	46.03K	+100.00%
Jun 30, 2025	REGIONS FINANCIAL CORP	0.14%	96.98K	4.3M	436	+0.45%
Jun 30, 2025	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.14%	96.22K	4.27M	-18.11K	-15.84%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.13%	89.05K	3.95B	19.69K	+28.39%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.12%	87.34K	3.87M	40.32K	+85.77%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.12%	86.6K	3.84B	315	+0.37%
Jun 30, 2025	TWELVE POINTS WEALTH MANAGEMENT LLC	0.12%	81.8K	3.63M	4.61K	+5.97%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.11%	80.27K	3.56B	45.68K	+132.09%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.11%	76.93K	3.41M	20.7K	+36.81%
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.11%	76.44K	3.39M	76.44K	+100.00%
Jun 30, 2025	CALLAN FAMILY OFFICE, LLC	0.11%	75.24K	3.34M	68.22K	+972.21%
Jun 30, 2025	ISTHMUS PARTNERS, LLC	0.1%	69.99K	3.1M	458	+0.66%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.1%	69.03K	3.06B	47.36K	+218.48%
Jun 30, 2025	ROMANO BROTHERS AND COMPANY	0.09%	65.91K	2.92M	-2.39K	-3.50%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.09%	64.91K	2.88M	-7.21K	-10.00%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.09%	64.51K	2.86M	-2.92K	-4.33%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	64.11K	2.84B	317	+0.50%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	62.31K	2.76M	4.5K	+7.78%
Jun 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.08%	59.7K	2.65M	2.8K	+4.92%
Jun 30, 2025	MOODY ALDRICH PARTNERS LLC	0.08%	59.63K	2.64M	59.63K	+100.00%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.08%	58.87K	2.61M	-63.73K	-51.98%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.08%	58.09K	2.57M	-9.55K	-14.12%
Jun 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.08%	56.46K	2.5M	-7.42K	-11.62%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.2%	2.98M	131.93M	35.59K	+1.21%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.66%	1.89M	83.77M	25.43K	+1.36%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.99%	701.35K	31.09M	-31.93K	-4.35%
Jun 30, 2025	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	3.48%	2.46M	109.23M	493.3K	+25.03%
Jun 30, 2025	STATE STREET CORP	3.91%	2.77M	122.75M	12.36K	+0.45%
Jun 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0.62%	439.61K	19.49M	2.54K	+0.58%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.67%	472.33K	20.94M	24.33K	+5.43%
Jun 30, 2025	CRAWFORD INVESTMENT COUNSEL INC	0.74%	522.03K	23.14M	-3.53K	-0.67%
Jun 30, 2025	ROYCE & ASSOCIATES LP	1.53%	1.08M	47.99M	15.74K	+1.48%
Jun 30, 2025	CAPITAL WORLD INVESTORS	1.89%	1.34M	59.53M	43.65K	+3.36%
Jun 30, 2025	WASATCH ADVISORS LP	1.93%	1.37M	60.64M	4.38K	+0.32%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.27%	1.61M	71.35M	-9.19K	-0.57%
Jun 30, 2025	SPROTT INC.	0.51%	364.6K	16.16M	-5K	-1.35%
Jun 30, 2025	AXA S.A.	0.25%	176.42K	7.82M	22.59K	+14.68%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.25%	176.68K	7.83M	-12.47K	-6.59%
Jun 30, 2025	ROYAL BANK OF CANADA	0.27%	188.52K	8.36M	49.89K	+35.99%
Jun 30, 2025	ILLINOIS MUNICIPAL RETIREMENT FUND	0.05%	35.9K	1.59M	-2.57K	-6.67%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.16%	115.96K	5.14M	58.87K	+103.11%
Jun 30, 2025	CITIGROUP INC	0.16%	116K	5.14M	13.27K	+12.92%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	117.08K	5.19M	3.84K	+3.39%
Jun 30, 2025	HEARTLAND ADVISORS INC	0.17%	123.14K	5.46M	-37.54K	-23.36%
Jun 30, 2025	SWISS NATIONAL BANK	0.19%	133.7K	5.93M	-2.1K	-1.55%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.24%	168.97K	7.49M	-126.92K	-42.89%
Jun 30, 2025	RHUMBLINE ADVISERS	0.27%	190.22K	8.43M	6.14K	+3.34%
Jun 30, 2025	ALPS ADVISORS INC	0.27%	191.11K	8.47M	-1.19K	-0.62%
Jun 30, 2025	FEDERATED HERMES, INC.	0.29%	202.23K	8.97M	-227.45K	-52.93%
Jun 30, 2025	MAN GROUP PLC	0.29%	205.23K	9.1M	33.84K	+19.74%
Jun 30, 2025	UBS GROUP AG	0.31%	217.69K	9.65M	-31.31K	-12.57%
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.36%	257.46K	11.41M	3.64K	+1.44%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.38%	270.51K	11.99M	-13.93K	-4.90%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.39%	279.34K	12.38M	23.92K	+9.37%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.4%	284.49K	12.61M	77.7K	+37.57%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0.41%	291.48K	12.92M	259.16K	+801.73%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.45%	322.18K	14.28M	-60.99K	-15.92%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.49%	348.76K	15.46M	-544	-0.16%
Jun 30, 2025	BARCLAYS PLC	0.55%	392.17K	17.39M	25.96K	+7.09%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.55%	392.42K	17.4M	74.3K	+23.36%
Jun 30, 2025	VANGUARD GROUP INC	10.81%	7.66M	339.66M	62.32K	+0.82%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	1.92%	1.36M	60.25M	130.32K	+10.61%
Jun 30, 2025	NORTHERN TRUST CORP	1.27%	903.76K	40.06M	7.85K	+0.88%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.63%	445.12K	19.73M	8.89K	+2.04%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.62%	443.08K	19.64M	14.59K	+3.40%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.29%	208.42K	9.24M	3.68K	+1.80%
Jun 30, 2025	DRAKE & ASSOCIATES, LLC	0.1%	67.61K	3M	27.43K	+68.29%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.09%	64.09K	2.84M	6.99K	+12.23%
Jun 30, 2025	INVESCO LTD.	0.62%	442.7K	19.62M	-178.8K	-28.77%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.62%	436.26K	19.34M	77.09K	+21.46%
Jun 30, 2025		0.58%	408.3K	18.1M	-43.65K	-9.66%
Jun 30, 2025	BLACKROCK, INC.	13.93%	9.88M	437.94M	-490.33K	-4.73%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	8.98%	6.37M	282.36M	-174.05K	-2.66%
Jun 30, 2025	CHANNING CAPITAL MANAGEMENT, LLC	2.45%	1.74M	77.09M	13.33K	+0.77%
Jun 30, 2025	OPEROSE ADVISORS LLC	0.06%	42.88K	1.9M	-15K	-25.92%
Jun 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.06%	41.91K	1.86M	3.09K	+7.95%
Jun 30, 2025	HOLOCENE ADVISORS, LP	0.06%	40.06K	1.78M	2.53K	+6.74%
Jun 30, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.05%	37.7K	1.67M	0	0
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.05%	36.66K	1.62M	1.76K	+5.03%
Mar 31, 2025	BARCLAYS PLC	0.56%	366.2K	14.32M	-22.62K	-5.82%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	10.01%	6.54M	255.85M	-18.16K	-0.28%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.59%	383.17K	14.98M	-124.84K	-24.57%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.49%	318.12K	12.44M	94.1K	+42.00%
Mar 31, 2025	FEDERATED HERMES, INC.	0.66%	429.69K	16.8M	-249.57K	-36.74%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.5%	2.94M	114.98M	167.93K	+6.06%
Mar 31, 2025	STATE STREET CORP	4.22%	2.76M	107.79M	-99.71K	-3.49%
Mar 31, 2025	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	3.01%	1.97M	77.06M	381.21K	+23.98%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.85%	1.86M	72.9M	50.41K	+2.78%
Mar 31, 2025	CHANNING CAPITAL MANAGEMENT, LLC	2.64%	1.73M	67.48M	-44.82K	-2.53%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	2.23%	1.46M	56.95M	-43.11K	-2.88%
Mar 31, 2025	WASATCH ADVISORS LP	2.09%	1.36M	53.32M	-16.51K	-1.20%
Mar 31, 2025	CAPITAL WORLD INVESTORS	1.99%	1.3M	50.8M	17.63K	+1.38%
Mar 31, 2025	UBS GROUP AG	0.38%	249K	9.74M	-17.9K	-6.71%
Mar 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.56%	363.57K	14.22M	36.58K	+11.19%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.53%	349.31K	13.66M	7.97K	+2.34%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.45%	293.01K	11.46M	79.01K	+36.92%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.43%	284.44K	11.12M	72.46K	+34.18%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.29%	189.16K	7.4M	-9.36K	-4.71%
Mar 31, 2025	RHUMBLINE ADVISERS	0.28%	184.08K	7.2M	1.78K	+0.98%
Mar 31, 2025	MAN GROUP PLC	0.26%	171.39K	6.7M	50.83K	+42.16%
Mar 31, 2025	HEARTLAND ADVISORS INC	0.25%	160.69K	6.28M	-26.69K	-14.24%
Mar 31, 2025	AXA S.A.	0.24%	153.84K	6.02M	12K	+8.46%
Mar 31, 2025	BLACKROCK, INC.	15.86%	10.37M	405.45M	-248.39K	-2.34%
Mar 31, 2025	VANGUARD GROUP INC	11.62%	7.6M	297.15M	-497.36K	-6.14%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.48%	1.62M	63.29M	-7.09K	-0.44%
Mar 31, 2025	JANE STREET GROUP, LLC	0.22%	144.3K	5.64M	118.57K	+460.72%
Mar 31, 2025	MORGAN STANLEY	2.19%	1.43M	55.98M	-67.41K	-4.50%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.39%	255.42K	9.99M	80.87K	+46.33%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	1.88%	1.23M	48.04M	39.58K	+3.33%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.55%	359.18K	14.04M	43.02K	+13.61%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.45%	295.88K	11.57M	126.28K	+74.45%
Mar 31, 2025	ROYAL BANK OF CANADA	0.21%	138.63K	5.42M	27.68K	+24.94%
Mar 31, 2025	SWISS NATIONAL BANK	0.21%	135.8K	5.31M	-1.7K	-1.24%
Mar 31, 2025	HARBOR CAPITAL ADVISORS, INC.	0.39%	253.82K	9.92M	253.44K	+67,047.09%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.35%	230.9K	9.03M	-208.16K	-47.41%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.32%	206.79K	8.09M	-17.46K	-7.79%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.31%	204.75K	8.01M	-5.04K	-2.40%
Mar 31, 2025	ROYCE & ASSOCIATES LP	1.63%	1.07M	41.72M	31.21K	+3.01%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.67%	436.23K	17.06M	-42.45K	-8.87%
Mar 31, 2025	NORTHERN TRUST CORP	1.37%	895.91K	35.03M	-8.08K	-0.89%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.12%	733.28K	28.67M	-270	-0.04%
Mar 31, 2025	INVESCO LTD.	0.95%	621.49K	24.3M	164.61K	+36.03%
Mar 31, 2025	CRAWFORD INVESTMENT COUNSEL INC	0.8%	525.56K	20.55M	12.59K	+2.45%
Mar 31, 2025		0.69%	451.94K	17.67M	451.94K	+100.00%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.69%	448K	17.52M	6.39K	+1.45%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.66%	428.5K	16.75M	-2.12K	-0.49%
Mar 31, 2025	SPROTT INC.	0.57%	369.6K	14.45M	0	0
Mar 31, 2025	ALPS ADVISORS INC	0.29%	192.3K	7.52M	22.07K	+12.96%
Mar 31, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0.67%	437.07K	17.09M	424.45K	+3,362.74%
Mar 31, 2024	BLACKROCK INC.	16.66%	10.57M	483.93M	-195.94K	-1.82%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.2%	125.07K	5.72M	-58.67K	-31.93%
Mar 31, 2024	HERON BAY CAPITAL MANAGEMENT	0.2%	128.01K	5.86M	3.08K	+2.46%
Mar 31, 2024	BERNZOTT CAPITAL ADVISORS	0.2%	129.65K	5.93M	-14.47K	-10.04%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.2%	129.72K	5.94M	1.19K	+0.92%
Mar 31, 2024	PHOCAS FINANCIAL CORP.	0.21%	132.27K	6.05M	-3.69K	-2.71%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.21%	130.97K	6M	32.06K	+32.42%
Mar 31, 2024	JPMORGAN CHASE & CO	0.21%	132.23K	6.05M	-18.05K	-12.01%
Mar 31, 2024	EDGESTREAM PARTNERS, L.P.	0.25%	159.21K	7.29M	159.21K	+100.00%
Mar 31, 2024	RHUMBLINE ADVISERS	0.3%	191.93K	8.78M	-695	-0.36%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.31%	197.18K	9.02M	1.66K	+0.85%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.38%	238.78K	10.93M	-8.38K	-3.39%
Mar 31, 2024	EPOCH INVESTMENT PARTNERS, INC.	0.41%	261.32K	11.96M	-47.16K	-15.29%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.43%	274.59K	12.57M	107.58K	+64.42%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.55%	351.58K	16.09M	2.62K	+0.75%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.56%	356.25K	16.31M	680	+0.19%
Mar 31, 2024	HEARTLAND ADVISORS INC	0.58%	371.25K	16.99M	4.16K	+1.13%
Mar 31, 2024	SPROTT INC.	0.59%	377.04K	17.26M	87.04K	+30.01%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.24%	789.17K	36.12M	-8.01K	-1.00%
Mar 31, 2024	NORTHERN TRUST CORP	1.3%	822.06K	37.63M	-1.73K	-0.21%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	1.43%	904.57K	41.4M	-304.64K	-25.19%
Mar 31, 2024	FEDERATED HERMES, INC.	1.53%	970.32K	44.41M	-410	-0.04%
Mar 31, 2024	ROYCE & ASSOCIATES LP	1.7%	1.09M	49.98M	-56.37K	-4.91%
Mar 31, 2024	INVESCO LTD.	1.71%	1.08M	49.52M	675.6K	+166.30%
Mar 31, 2024	CAPITAL WORLD INVESTORS	1.99%	1.28M	58.45M	0	0
Mar 31, 2024	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	2.07%	1.33M	60.97M	397.42K	+42.53%
Mar 31, 2024	MORGAN STANLEY	3.07%	1.95M	89.15M	148.36K	+8.24%
Mar 31, 2024	STATE STREET CORP	4.14%	2.63M	120.27M	43.16K	+1.67%
Mar 31, 2024	SWISS NATIONAL BANK	0.21%	134.9K	6.17M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.22%	137.96K	6.31M	-83.82K	-37.80%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.22%	140.61K	6.44M	-1.49K	-1.05%
Mar 31, 2024	DEUTSCHE BANK AG\	0.22%	141.26K	6.47M	-119.09K	-45.74%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.23%	143.72K	6.58M	-10.32K	-6.70%
Mar 31, 2024	CREDIT SUISSE AG/	0.24%	149.82K	6.86M	-571	-0.38%
Mar 31, 2024	CRAWFORD INVESTMENT COUNSEL INC	0.8%	516.33K	23.63M	-14.44K	-2.72%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.86%	543.11K	24.86M	-83.83K	-13.37%
Mar 31, 2024	WASATCH ADVISORS LP	2.08%	1.34M	61.32M	-241.52K	-15.27%
Mar 31, 2024	CHANNING CAPITAL MANAGEMENT, LLC	2.13%	1.37M	62.81M	53.4K	+4.05%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	2.43%	1.56M	71.51M	-9.97K	-0.63%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	10.05%	6.47M	295.98M	-82.85K	-1.27%
Mar 31, 2024	VANGUARD GROUP INC	12.09%	7.67M	351.16M	-201.37K	-2.56%
Mar 31, 2024	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.62%	400.13K	18.31M	42.52K	+11.89%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.64%	404.21K	18.5M	-17.75K	-4.21%
Mar 31, 2024	BARCLAYS PLC	0.65%	415.39K	19.01M	28.59K	+7.39%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.69%	444.4K	20.34M	-123.53K	-21.75%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.78%	492.9K	22.56M	4.29K	+0.88%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	2.43%	1.54M	70.63M	4.08K	+0.26%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.47%	1.57M	71.65M	73.9K	+4.96%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.86%	2.45M	111.97M	512.35K	+26.49%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.13%	81.49K	3.73M	2.38K	+3.01%
Mar 31, 2024	ISTHMUS PARTNERS, LLC	0.13%	84.79K	3.88M	23.07K	+37.37%
Mar 31, 2024	ALPS ADVISORS INC	0.14%	86.68K	3.97M	19.66K	+29.33%
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.14%	90.7K	4.15M	49.19K	+118.50%
Mar 31, 2024	MERITAGE PORTFOLIO MANAGEMENT	0.14%	91.96K	4.21M	91.96K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.15%	93.3K	4.27M	-5.37K	-5.44%
Mar 31, 2024	SEI INVESTMENTS CO	0.15%	94.04K	4.3B	18.11K	+23.85%
Mar 31, 2024	REGIONS FINANCIAL CORP	0.16%	100.77K	4.61M	304	+0.30%
Mar 31, 2024	SOLTIS INVESTMENT ADVISORS LLC	0.16%	101.81K	4.66M	-38.86K	-27.62%
Mar 31, 2024	INTEGRATED ADVISORS NETWORK LLC	0.17%	105.7K	4.84M	16.28K	+18.21%
Mar 31, 2024	JUPITER ASSET MANAGEMENT LTD	0.34%	216.46K	9.91M	216.46K	+100.00%
Dec 31, 2023	CHANNING CAPITAL MANAGEMENT, LLC	2.08%	1.32M	58.26M	441	+0.03%
Dec 31, 2023	SWISS NATIONAL BANK	0.21%	134.9K	5.96M	-15.6K	-10.37%
Dec 31, 2023	PHOCAS FINANCIAL CORP.	0.21%	135.95K	6.01M	2.38K	+1.78%
Dec 31, 2023	SOLTIS INVESTMENT ADVISORS LLC	0.22%	140.66K	6.21M	-9.75K	-6.48%
Dec 31, 2023	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.22%	142.1K	6.28M	57.48K	+67.92%
Dec 31, 2023	ROYAL BANK OF CANADA	0.22%	142.65K	6.3M	78.9K	+123.78%
Dec 31, 2023	BERNZOTT CAPITAL ADVISORS	0.23%	144.12K	6.37M	-5.77K	-3.85%
Dec 31, 2023	MAN GROUP PLC	0.23%	146K	6.45M	-69.69K	-32.31%
Dec 31, 2023	FIDELITY NATIONAL FINANCIAL, INC.	0.24%	150K	6.63M	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.24%	150.28K	6.64M	13.14K	+9.58%
Dec 31, 2023	CREDIT SUISSE AG/	0.24%	150.39K	6.64M	8.04K	+5.65%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.24%	154.04K	6.81M	-1.49M	-90.61%
Dec 31, 2023	NATIXIS ADVISORS, L.P.	0.26%	167.01K	7.38M	41.6K	+33.17%
Dec 31, 2023	AXA S.A.	0.27%	173.9K	7.68M	-5.8K	-3.23%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.29%	183.74K	8.12M	6.23K	+3.51%
Dec 31, 2023	RHUMBLINE ADVISERS	0.3%	192.63K	8.51M	-6.21K	-3.12%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.31%	195.52K	8.64M	1.27K	+0.65%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.35%	221.79K	9.8M	-36.42K	-14.10%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.39%	247.15K	10.92M	-9.54K	-3.72%
Dec 31, 2023	DEUTSCHE BANK AG\	0.41%	260.34K	11.5M	229.06K	+732.11%
Dec 31, 2023	SPROTT INC.	0.46%	290K	12.81M	-10K	-3.33%
Dec 31, 2023	EPOCH INVESTMENT PARTNERS, INC.	0.49%	308.47K	13.63M	-38.8K	-11.17%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.55%	348.97K	15.42M	100	+0.03%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.56%	355.57K	15.71M	-10.4K	-2.84%
Dec 31, 2023	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.56%	357.61K	15.8M	32.81K	+10.10%
Dec 31, 2023	HEARTLAND ADVISORS INC	0.58%	367.09K	17.61M	80.55K	+28.11%
Dec 31, 2023	BARCLAYS PLC	0.61%	386.8K	17.09M	-51.06K	-11.66%
Dec 31, 2023	INVESCO LTD.	0.64%	406.25K	17.95M	45.14K	+12.50%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.66%	421.95K	18.64M	-183.08K	-30.26%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.77%	488.61K	21.59M	41.23K	+9.22%
Dec 31, 2023	CRAWFORD INVESTMENT COUNSEL INC	0.84%	530.77K	23.45M	-4.78K	-0.89%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.89%	567.94K	25.09M	-381.33K	-40.17%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.99%	626.94K	27.7M	-488.3K	-43.78%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.25%	797.18K	35.22M	-41.61K	-4.96%
Dec 31, 2023	NORTHERN TRUST CORP	1.3%	823.79K	36.4M	-218	-0.03%
Dec 31, 2023	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	1.47%	934.55K	41.29M	211.97K	+29.33%
Dec 31, 2023	FEDERATED HERMES, INC.	1.53%	970.73K	42.89M	-38.62K	-3.83%
Dec 31, 2023	ROYCE & ASSOCIATES LP	1.81%	1.15M	50.73M	-8.57K	-0.74%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	1.9%	1.21M	53.42M	-288.55K	-19.27%
Dec 31, 2023	CAPITAL WORLD INVESTORS	2.01%	1.28M	56.42M	0	0
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.35%	1.49M	65.89M	66.72K	+4.68%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	2.42%	1.54M	68M	-2.09K	-0.14%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	2.48%	1.57M	69.47M	-225.52K	-12.54%
Dec 31, 2023	WASATCH ADVISORS LP	2.49%	1.58M	69.86M	318.36K	+25.21%
Dec 31, 2023	MORGAN STANLEY	2.83%	1.8M	79.5M	62.2K	+3.58%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.04%	1.93M	85.44M	12.98K	+0.68%
Dec 31, 2023	STATE STREET CORP	4.07%	2.58M	114.19M	30.05K	+1.18%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	10.31%	6.55M	289.36M	-184.75K	-2.74%
Dec 31, 2023	VANGUARD GROUP INC	12.4%	7.87M	347.86M	75.3K	+0.97%
Dec 31, 2023	BLACKROCK INC.	16.95%	10.77M	475.77M	2.85M	+35.93%
Sep 30, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	10.61%	6.73M	-	-62.64K	-0.92%
Sep 30, 2023	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.13%	84.63K	-	-36.88K	-30.36%
Sep 30, 2023	TWO SIGMA INVESTMENTS, LP	0.13%	85.34K	-	78.66K	+1,177.75%
Sep 30, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.14%	87.03K	-	8.48K	+10.80%
Sep 30, 2023	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.14%	87.84K	-	30	+0.03%
Sep 30, 2023	ASSET MANAGEMENT ONE CO., LTD.	0.14%	91.76K	-	-3.77K	-3.94%
Sep 30, 2023	INTEGRATED ADVISORS NETWORK LLC	0.15%	97.49K	-	-4.01K	-3.95%
Sep 30, 2023	REGIONS FINANCIAL CORP	0.16%	104.41K	-	-6.13K	-5.54%
Sep 30, 2023	HERON BAY CAPITAL MANAGEMENT	0.19%	121.29K	-	9.73K	+8.72%
Sep 30, 2023	NATIXIS ADVISORS, L.P.	0.2%	125.41K	-	-9	-0.01%
Sep 30, 2023	PHOCAS FINANCIAL CORP.	0.21%	133.57K	-	-98	-0.07%
Sep 30, 2023	CREDIT SUISSE AG/	0.22%	142.35K	-	-727	-0.51%
Sep 30, 2023	BERNZOTT CAPITAL ADVISORS	0.24%	149.9K	-	-173.98K	-53.72%
Sep 30, 2023	FIDELITY NATIONAL FINANCIAL, INC.	0.24%	150K	-	0	0
Sep 30, 2023	SOLTIS INVESTMENT ADVISORS LLC	0.24%	150.41K	-	-4.89K	-3.15%
Sep 30, 2023	SWISS NATIONAL BANK	0.24%	150.5K	-	2.6K	+1.76%
Sep 30, 2023	AMERICAN CENTURY COMPANIES INC	0.24%	150.67K	-	5.95K	+4.11%
Sep 30, 2023	STIFEL FINANCIAL CORP	0.28%	177.52K	-	38.95K	+28.11%
Sep 30, 2023	RHUMBLINE ADVISERS	0.31%	198.83K	-	-9.11K	-4.38%
Sep 30, 2023	MAN GROUP PLC	0.34%	215.69K	-	131.53K	+156.28%
Sep 30, 2023	AMERIPRISE FINANCIAL INC	0.4%	256.7K	-	-24.5K	-8.71%
Sep 30, 2023	HEARTLAND ADVISORS INC	0.45%	286.54K	-	-509	-0.18%
Sep 30, 2023	SPROTT INC.	0.47%	300K	-	0	0
Sep 30, 2023	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.51%	324.8K	-	-23.38K	-6.71%
Sep 30, 2023	EPOCH INVESTMENT PARTNERS, INC.	0.55%	347.27K	-	32.28K	+10.25%
Sep 30, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.55%	348.87K	-	0	0
Sep 30, 2023	INVESCO LTD.	0.57%	361.11K	-	84K	+30.31%
Sep 30, 2023	PRINCIPAL FINANCIAL GROUP INC	0.58%	365.97K	-	-22.57K	-5.81%
Sep 30, 2023	BARCLAYS PLC	0.69%	437.86K	-	160.83K	+58.05%
Sep 30, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.7%	447.38K	-	-441.02K	-49.64%
Sep 30, 2023	RAYMOND JAMES & ASSOCIATES	0.95%	605.03K	-	-122.14K	-16.80%
Sep 30, 2023	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	1.14%	722.58K	-	15.57K	+2.20%
Sep 30, 2023	ASSENAGON ASSET MANAGEMENT S.A.	1.18%	751.38K	-	751.38K	+100.00%
Sep 30, 2023	NORTHERN TRUST CORP	1.3%	824.01K	-	-4.45K	-0.54%
Sep 30, 2023	WELLS FARGO & COMPANY/MN	1.32%	838.79K	-	-15.64K	-1.83%
Sep 30, 2023	FEDERATED HERMES, INC.	1.59%	1.01M	-	46.18K	+4.79%
Sep 30, 2023	BANK OF NEW YORK MELLON CORP	1.76%	1.12M	-	-1.66K	-0.15%
Sep 30, 2023	ROYCE & ASSOCIATES LP	1.82%	1.16M	-	1.03K	+0.09%
Sep 30, 2023	WASATCH ADVISORS LP	1.99%	1.26M	-	-355K	-21.94%
Sep 30, 2023	CAPITAL WORLD INVESTORS	2.01%	1.28M	-	0	0
Sep 30, 2023	BLACKROCK INC.	12.48%	7.92M	-	1.68M	+26.99%
Sep 30, 2023	CHANNING CAPITAL MANAGEMENT, LLC	2.08%	1.32M	-	-31.28K	-2.32%
Sep 30, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.24%	1.42M	-	55.09K	+4.02%
Sep 30, 2023	VICTORY CAPITAL MANAGEMENT INC	2.36%	1.5M	-	-54.12K	-3.49%
Sep 30, 2023	DIMENSIONAL FUND ADVISORS LP	2.43%	1.54M	-	27.19K	+1.80%
Sep 30, 2023	GOLDMAN SACHS GROUP INC	2.58%	1.64M	-	-703.91K	-30.02%
Sep 30, 2023	MORGAN STANLEY	2.74%	1.74M	-	-169.09K	-8.87%
Sep 30, 2023	FISHER ASSET MANAGEMENT, LLC	2.83%	1.8M	-	13.76K	+0.77%
Sep 30, 2023	CLARKSTON CAPITAL PARTNERS, LLC	3%	1.9M	-	-1.57M	-45.24%
Sep 30, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.03%	1.92M	-	85.44K	+4.65%

Insiders

Among the APAM insiders holding of 2.7% of the stake in company, COXE TENCH, director, holds the largest shares of 306.15K. RAMIREZ GREGORY K, Executive Vice President, is the second largest APAM insider with ownership of 102.34K shares. DALEY CHARLES J JR, Exec VP, CFO & Treasurer, stands third with possession of 91.36K shares of that stake.

Insiders	Designation	Shares Held
COXE TENCH	director	306.15K
RAMIREZ GREGORY K	Executive Vice President	102.34K
DALEY CHARLES J JR	Exec VP, CFO & Treasurer	91.36K
GOTTLIEB JASON A	Executive Vice President	81.83K
SELLERS SAMUEL BENTSON	Executive Vice President	40.53K
DIMARCO STEPHANIE	director	20.31K
BRENNAN SETH W	director	6.25K
JOERRES JEFFREY A	director	3.5K
HELLMAN & FRIEDMAN LLC	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 04, 2025	RAMIREZ GREGORY K	SALE	46.50	2.5K	116.25K	102.34K
Jun 04, 2025	DALEY CHARLES J JR	SALE	40.45	15.45K	624.86K	91.36K
May 15, 2025	SELLERS SAMUEL BENTSON	SALE	44.24	6.8K	300.87K	40.53K
Mar 07, 2025	RAMIREZ GREGORY K	SALE	43.16	5.91K	254.85K	104.84K
Apr 30, 2024	RAMIREZ GREGORY K	SALE	0.00	2.2K	-	69.78K
Feb 08, 2024	RAMIREZ GREGORY K	SALE	42.28	2.5K	105.71K	83.34K
May 09, 2023	RAMIREZ GREGORY K	SALE	0.00	2.89K	-	74.48K
Feb 15, 2023	SELLERS SAMUEL BENTSON	SALE	36.11	9.79K	353.55K	15.57K
Dec 14, 2021	COXE TENCH	PURCHASE	45.39	220K	9.99M	306.15K
May 14, 2021	DALEY CHARLES J JR	SALE	51.77	19.93K	1.03M	34.27K
Apr 30, 2021	COXE TENCH	PURCHASE	51.06	98K	5M	98K
Nov 02, 2020	GOTTLIEB JASON A	SALE	41.55	10K	415.5K	81.83K
Mar 13, 2020	COXE TENCH	PURCHASE	20.49	28.83K	590.74K	28.83K
Mar 13, 2019	GOTTLIEB JASON A	SALE	26.18	10K	261.77K	101.71K
Nov 30, 2015	DIMARCO STEPHANIE	PURCHASE	38.95	308	12K	20.31K
Sep 10, 2015	BRENNAN SETH W	PURCHASE	39.08	6.25K	244.22K	6.25K
Aug 17, 2015	DALEY CHARLES J JR	SALE	46.37	5K	231.83K	13.7K
Aug 17, 2015	DIMARCO STEPHANIE	PURCHASE	46.30	14.2K	657.39K	50K
Aug 14, 2015	DIMARCO STEPHANIE	PURCHASE	46.89	20.22K	948.22K	35.8K
Aug 13, 2015	DIMARCO STEPHANIE	PURCHASE	45.97	15.58K	716.22K	15.58K
Nov 20, 2014	COXE TENCH	SALE	50.00	271.19K	13.56M	0
Sep 26, 2014	COXE TENCH	SALE	52.01	25.59K	1.33M	271.19K
Aug 27, 2014	COXE TENCH	SALE	56.06	1.74K	97.54K	22.41K
Aug 26, 2014	COXE TENCH	SALE	56.49	10.02K	565.92K	24.15K
Aug 25, 2014	COXE TENCH	SALE	56.48	6.54K	369.14K	34.17K
Jun 12, 2014	HELLMAN & FRIEDMAN LLC	SALE	55.12	455.01K	25.08M	0
Mar 12, 2014	HELLMAN & FRIEDMAN LLC	SALE	0.00	1.51K	-	921
Nov 06, 2013	HELLMAN & FRIEDMAN LLC	SALE	0.00	2.77K	-	2.43K
Mar 12, 2013	DALEY CHARLES J JR	PURCHASE	30.00	200	6K	200
Mar 12, 2013	DIMARCO STEPHANIE	PURCHASE	30.00	20K	600K	20K
Mar 12, 2013	JOERRES JEFFREY A	PURCHASE	30.00	3.5K	105K	3.5K

Frequently Asked Questions