How many institutions own APLE 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 APLE shares is 474, representing 85.67% of the company's common stock.

Who are the major shareholders selling Apple Hospitality REIT, Inc. stock?

NORTHERN TRUST CORP, in the last quarter, reduced its stake in APLE by -24.42% restricting it's holding to 2.97 million shares of worth nearly $35.63M. BANK OF NEW YORK MELLON CORP also lessened -4% of the APLE shares from its portfolio, reducing its holding to 1.67 million shares of worth $20.05M. ASSET MANAGEMENT ONE CO., LTD. also shunned APLE shares holding by -6.59% last quarter which brought its holding to 446.78 thousand shares worth $5.37M.

Investors who are buying APLE stock?

As per its latest 13F filing, STATE OF WISCONSIN INVESTMENT BOARD increased its stake in APLE by 0.37% in the last quarter. The institutional holder raised its holding to 617.96 thousand shares having worth more than $7.42M. MILLENNIUM MANAGEMENT LLC also added 763.76% more shares of APLE to its portfolio, raising its holding to 648.49 thousand shares of worth $7.79M. STRS OHIO also increased its APLE shares holding by 18.09% which brought its holding to 979.33 thousand shares worth $11.76M.

APLE's major insiders: who are they?

The insider with the most stakes in APLE is KNIGHT JUSTIN G , CEO at the company. Additionally, APLE stock is highly held by Executive Chairman KNIGHT GLADE M and SVP & Chief Financial Officer Perkins Elizabeth among others.

Did an insider recently sell APLE stock?

Company executives, directors, and other insiders own 7.09% percent of Apple Hospitality REIT, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which APLE insiders have sold stock, totaling 0 shares. Insiders that have sold shares include GATHRIGHT KRISTIAN M.

Which insider recently purchased APLE stock?

There have been 4 transaction(s) during the past 6-months in which Apple Hospitality REIT, Inc. insiders have bought stock, totalling 13000 shares

How much of APLE does insiders own?

Around 1.58M Apple Hospitality REIT, Inc. shares are held by insiders, which represents about 7.09% of APLE stock.

Who is the insider with the largest stake?

APLE CEO, KNIGHT JUSTIN G holds the largest portfolio of the company's shares. APLE shares owned by KNIGHT total nearly 1.57 million.

Which institution holds the most shares in APLE?

NORTHERN TRUST CORP is the largest institutional owner in APLE which holds 2.97 million shares worth $35.63M or 1.25% of the total APLE shares outstanding followed by STATE OF WISCONSIN INVESTMENT BOARD with ownership of 617.96 thousand shares representing 0.26% of the APLE ownership. MILLENNIUM MANAGEMENT LLC is the third largest stakeholder with 648.49 thousand shares or 0.27% of the ownership worth more than $7.79M.

Is Apple Hospitality REIT, 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 APLE is concerned, it is a stock which is optionable.

Is there a short position on APLE's shares?

Number of APLE shares short is 16.84M. 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 APLE shares are there?

As of today, 236.58M shares of APLE are outstanding.

Is there many float in APLE 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, APLE has 219.69M shares in float.

APLE 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 APLE is 6.29.

Apple Hospitality REIT (APLE) insider trading activity: Get Latest News Today

Stock Outstanding Shares

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

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares7.12

Short Percent Of Float11.47

Shares Outstanding236.58M

Shares Float219.69M

Shares Short16.84M

Short Ratio6.29

11.47%

Short % of Float

7.12%

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

7.09% Percentage of Shares held by All Insiders

85.67% Percentage of Shares held by All Institutions

92.21% Percentage of Float held by Institutions

474

Number of Institutions Holding Shares

Institutional Ownership

About 85.67% of APLE shares are held by financial institutions. NORTHERN TRUST CORP is the top corporate investor, holding 2.97M shares valued at $35.63M. A 1.25% stake in Apple Hospitality REIT, Inc. is owned by the company. STATE OF WISCONSIN INVESTMENT BOARD owns 617.96K shares valued at $7.42M, which translates its holding of 0.26% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	NORTHERN TRUST CORP	1.25%	2.97M	35.63M	-958.78K	-24.42%
Sep 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.26%	617.96K	7.42M	2.31K	+0.37%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.27%	648.49K	7.79M	573.41K	+763.76%
Sep 30, 2025	STRS OHIO	0.41%	979.33K	11.76M	150K	+18.09%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.7%	1.67M	20.05M	-69.53K	-4.00%
Sep 30, 2025	CENTERBRIDGE PARTNERS, L.P.	0.95%	2.25M	27M	350K	+18.44%
Sep 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.17%	413.73K	4.97M	15.55K	+3.91%
Sep 30, 2025	PEREGRINE CAPITAL MANAGEMENT LLC	0.18%	427.03K	5.13M	427.03K	+100.00%
Sep 30, 2025	SWISS NATIONAL BANK	0.18%	438.21K	5.26M	4.6K	+1.06%
Sep 30, 2025	JANE STREET GROUP, LLC	0.19%	441.91K	5.31M	5.78K	+1.32%
Sep 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.19%	446.78K	5.37M	-31.5K	-6.59%
Sep 30, 2025	RHUMBLINE ADVISERS	0.28%	662.84K	7.96M	-22.66K	-3.31%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.31%	728.01K	8.74M	-3.7K	-0.51%
Sep 30, 2025	UBS GROUP AG	1.24%	2.94M	35.25M	1.42M	+94.25%
Sep 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	2.94%	6.98M	83.84M	-82.53K	-1.17%
Sep 30, 2025	STATE STREET CORP	5.43%	12.89M	155.87M	-49.24K	-0.38%
Sep 30, 2025	VANGUARD GROUP INC	14.12%	33.55M	402.94M	-639.81K	-1.87%
Sep 30, 2025	JPMORGAN CHASE & CO	1.25%	2.98M	35.75M	-37.03K	-1.23%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.39%	3.31M	39.71M	215.36K	+6.97%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.93%	4.59M	55.12M	34.09K	+0.75%
Sep 30, 2025	MACQUARIE GROUP LTD	2.01%	4.79M	57.51M	-358.39K	-6.96%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.38%	5.65M	67.84M	687.05K	+13.85%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.95%	7.01M	84.22M	4.09M	+140.13%
Sep 30, 2025	WESTWOOD HOLDINGS GROUP INC	0.15%	350.75K	4.21M	564	+0.16%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.15%	359.65K	4.32M	65.44K	+22.24%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	364.15K	4.37M	8.36K	+2.35%
Sep 30, 2025	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	0.17%	411.92K	4.95M	-259.33K	-38.63%
Sep 30, 2025	MASTERTON CAPITAL MANAGEMENT, LP	0.18%	431.2K	5.18M	237.15K	+122.22%
Sep 30, 2025	BLACKSTONE INC.	0.19%	446.9K	5.37M	0	0
Sep 30, 2025	CENTERSQUARE INVESTMENT MANAGEMENT LLC	0.43%	1.02M	12.31M	-222.84K	-17.86%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.45%	1.06M	12.78M	-32.8K	-2.99%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.62%	1.48M	17.74M	-142.6K	-8.80%
Sep 30, 2025	INVESCO LTD.	0.69%	1.64M	19.67M	79.2K	+5.08%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.89%	2.13M	25.52M	220.43K	+11.57%
Sep 30, 2025	BLACKROCK, INC.	16.19%	38.48M	462.17M	-511.31K	-1.31%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.65%	1.53M	15.1M	-248.54K	-13.95%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.75%	1.77M	21.29M	421.88K	+31.23%
Sep 30, 2025	NUVEEN, LLC	0.78%	1.86M	22.39M	-416.64K	-18.27%
Sep 30, 2025	LSV ASSET MANAGEMENT	1.11%	2.63M	31.58M	-111.9K	-4.08%
Sep 30, 2025	MORGAN STANLEY	1.11%	2.63M	31.58M	50.99K	+1.98%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.55%	6.07M	72.86M	240.92K	+4.14%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	2.78%	6.61M	79.33M	-644.68K	-8.89%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.09%	202.65K	2.43B	-28	-0.01%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.09%	211.68K	2.54M	8.79K	+4.33%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.09%	212.61K	2.55M	-237.09K	-52.72%
Sep 30, 2025	CITIGROUP INC	0.09%	221.37K	2.66M	-148.41K	-40.13%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.1%	227.33K	2.73M	73.91K	+48.18%
Sep 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.1%	232.38K	2.79M	-7.68K	-3.20%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.1%	248.51K	2.98M	4.37K	+1.79%
Sep 30, 2025	ISTHMUS PARTNERS, LLC	0.11%	254.25K	3.05K	24.79K	+10.80%
Sep 30, 2025	DAKOTA WEALTH MANAGEMENT	0.11%	260.14K	3.12M	-76.12K	-22.64%
Sep 30, 2025	SEI INVESTMENTS CO	0.11%	260.42K	3.13M	201.5K	+342.02%
Sep 30, 2025	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0.11%	271.03K	3.26M	-3.14K	-1.14%
Sep 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.11%	272.7K	3.28M	-137.3K	-33.49%
Sep 30, 2025	HSBC HOLDINGS PLC	0.13%	313.61K	3.77M	38.82K	+14.13%
Sep 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.14%	325.5K	3.91M	9.9K	+3.14%
Sep 30, 2025	DEUTSCHE BANK AG\	0.14%	341.2K	4.1M	20.02K	+6.23%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.19%	457.21K	5.49M	192.9K	+72.98%
Sep 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.2%	464.95K	5.58M	-2.04K	-0.44%
Sep 30, 2025	EDGESTREAM PARTNERS, L.P.	0.21%	492.9K	5.92M	-489.26K	-49.82%
Sep 30, 2025	CSM ADVISORS, LLC	0.22%	516.84K	6.21M	62.84K	+13.84%
Sep 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.23%	555.35K	6.67M	20.13K	+3.76%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.25%	605.5K	7.27M	13.86K	+2.34%
Sep 30, 2025	WATERFALL ASSET MANAGEMENT, LLC	0.31%	730K	8.77M	330K	+82.50%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.31%	738.3K	8.87M	-238.14K	-24.39%
Sep 30, 2025	BARCLAYS PLC	0.33%	783.68K	9.41M	324.17K	+70.55%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.41%	972.07K	11.67M	94.63K	+10.78%
Sep 30, 2025	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.96%	2.27M	27.31M	18.12K	+0.80%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.39%	925.07K	11.11M	379.7K	+69.62%
Jun 30, 2025	BLACKSTONE INC.	0.19%	446.9K	5.22M	0	0
Jun 30, 2025	CSM ADVISORS, LLC	0.19%	454K	5.3M	454K	+100.00%
Jun 30, 2025	BARCLAYS PLC	0.19%	459.51K	5.36M	125K	+37.37%
Jun 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.2%	466.98K	5.45M	-407	-0.09%
Jun 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.2%	478.28K	5.58M	-3.06K	-0.64%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.23%	535.22K	6.25M	14.32K	+2.75%
Jun 30, 2025	STRS OHIO	0.35%	829.33K	9.68M	488.93K	+143.64%
Jun 30, 2025	INVESCO LTD.	0.66%	1.56M	18.19M	291.43K	+23.00%
Jun 30, 2025	PACER ADVISORS, INC.	0.66%	1.58M	18.42M	1.58M	+100.00%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.68%	1.62M	18.91M	-16.1K	-0.98%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.73%	1.74M	20.29M	151.62K	+9.55%
Jun 30, 2025	CENTERBRIDGE PARTNERS, L.P.	0.8%	1.9M	22.15M	1.9M	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.8%	1.9M	22.23M	569.11K	+42.61%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.23%	545.37K	6.36B	409.32K	+300.87%
Jun 30, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.28%	654.06K	7.63M	-262.99K	-28.68%
Jun 30, 2025	CITADEL ADVISORS LLC	0.32%	763.49K	8.91B	763.49K	+100.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.23%	2.92M	34.08B	-136.66K	-4.47%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.09%	4.96M	57.9M	223.57K	+4.72%
Jun 30, 2025	VANGUARD GROUP INC	14.39%	34.19M	399M	-754.54K	-2.16%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.74%	1.76M	20.59M	1.51M	+580.31%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.75%	1.78M	18.03M	374.98K	+26.66%
Jun 30, 2025	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.95%	2.26M	26.32M	75.64K	+3.47%
Jun 30, 2025	LSV ASSET MANAGEMENT	1.15%	2.74M	31.99M	221.98K	+8.81%
Jun 30, 2025	JPMORGAN CHASE & CO	1.27%	3.01M	35.17M	-856.7K	-22.13%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.3%	3.09M	36.07M	-224.51K	-6.77%
Jun 30, 2025	NORTHERN TRUST CORP	1.65%	3.93M	45.81M	718.51K	+22.40%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.92%	4.56M	53.16M	43.07K	+0.95%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.45%	5.82M	67.98M	-41.4K	-0.71%
Jun 30, 2025	INLET PRIVATE WEALTH, LLC	0.09%	203.55K	2.38M	-725	-0.35%
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.09%	207.5K	2.42M	23.48K	+12.76%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	211.15K	2.46B	224	+0.11%
Jun 30, 2025	PEAK6 LLC	0.09%	202.69K	2.37M	100.14K	+97.65%
Jun 30, 2025	ISTHMUS PARTNERS, LLC	0.1%	229.46K	2.68M	28.64K	+14.26%
Jun 30, 2025	DARK FOREST CAPITAL MANAGEMENT LP	0.1%	239.18K	2.79M	239.18K	+100.00%
Jun 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.1%	240.06K	2.8M	5.97K	+2.55%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.1%	244.14K	2.85M	3.05K	+1.26%
Jun 30, 2025	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0.12%	274.17K	3.2M	99.18K	+56.67%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.12%	280.71K	3.28M	280.71K	+100.00%
Jun 30, 2025	CUTLER CAPITAL MANAGEMENT, LLC	0.12%	283.77K	3.31M	2.9K	+1.03%
Jun 30, 2025		0.96%	2.28M	26.62M	-882.43K	-27.89%
Jun 30, 2025	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.13%	309.2K	3.61M	0	0
Jun 30, 2025	HOLOCENE ADVISORS, LP	0.14%	329.9K	3.85M	37.25K	+12.73%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.14%	335.7K	3.92M	335.7K	+100.00%
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.14%	336.26K	3.92M	117.6K	+53.78%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.14%	338.36K	3.95B	31.79K	+10.37%
Jun 30, 2025	WESTWOOD HOLDINGS GROUP INC	0.15%	350.18K	4.09M	182	+0.05%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	355.79K	4.15M	92.54K	+35.16%
Jun 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.17%	398.18K	4.65M	85.24K	+27.24%
Jun 30, 2025	NORGES BANK	0.56%	1.34M	15.61M	1.34M	+100.00%
Jun 30, 2025	WATERFALL ASSET MANAGEMENT, LLC	0.17%	400K	4.67M	400K	+100.00%
Jun 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.17%	410K	4.78M	133.6K	+48.34%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.57%	1.35M	15.71M	156.71K	+13.18%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.57%	1.35M	15.76M	1M	+285.31%
Jun 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.07%	162.46K	1.9M	228	+0.14%
Jun 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.25%	591.64K	6.9M	591.64K	+100.00%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.26%	615.65K	7.18M	-4.18K	-0.67%
Jun 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.3%	709.52K	8.28M	301.67K	+73.97%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.31%	731.71K	8.54M	-37.93K	-4.93%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.37%	877.44K	10.24M	50.52K	+6.11%
Jun 30, 2025	ROYAL BANK OF CANADA	0.08%	181.13K	2.11B	10.27K	+6.01%
Jun 30, 2025	MASTERTON CAPITAL MANAGEMENT, LP	0.08%	194.05K	18.43M	-503.58K	-72.18%
Jun 30, 2025	UBS GROUP AG	0.64%	1.51M	17.64M	-1.27M	-45.60%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	3.05%	7.25M	84.61M	-151.42K	-2.05%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.19%	449.7K	5.25M	449.7K	+100.00%
Jun 30, 2025	MACQUARIE GROUP LTD	2.17%	5.15M	60.06M	31.5K	+0.62%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.09%	202.68K	2.37M	3.72K	+1.87%
Jun 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.41%	976.44K	11.4M	-476.15K	-32.78%
Jun 30, 2025	EDGESTREAM PARTNERS, L.P.	0.41%	982.16K	11.46M	816.57K	+493.14%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.46%	1.1M	12.81M	-14.21K	-1.28%
Jun 30, 2025	GILLSON CAPITAL LP	0.49%	1.16M	13.49M	-132.78K	-10.30%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0.5%	1.19M	13.92M	175.87K	+17.30%
Jun 30, 2025	CENTERSQUARE INVESTMENT MANAGEMENT LLC	0.52%	1.25M	14.56M	1.23M	+6,987.67%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.07%	158.2K	1.85M	0	0
Jun 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	2.97%	7.06M	82.43M	-5.13K	-0.07%
Jun 30, 2025	BLACKROCK, INC.	16.41%	38.99M	455.06M	-1.62M	-3.99%
Jun 30, 2025	MORGAN STANLEY	1.09%	2.58M	30.1B	181.46K	+7.57%
Jun 30, 2025	STATE STREET CORP	5.45%	12.94M	152.06M	-244.55K	-1.85%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.26%	616.66K	7.2M	-84.72K	-12.08%
Jun 30, 2025	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	0.28%	671.25K	7.83M	664.57K	+9,947.18%
Jun 30, 2025	RHUMBLINE ADVISERS	0.29%	685.5K	8M	-13.4K	-1.92%
Jun 30, 2025	NUVEEN, LLC	0.96%	2.28M	26.62M	-882.43K	-27.89%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.29%	701.38K	9.05M	701.38K	+100.00%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.34%	826.92K	10.68M	271.02K	+48.75%
Mar 31, 2025		1.32%	3.16M	40.84M	3.16M	+100.00%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.32%	769.64K	9.94M	-2.03K	-0.26%
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	0.42%	1.02M	13.13M	108.83K	+11.99%
Mar 31, 2025	INVESCO LTD.	0.53%	1.27M	16.36M	50.99K	+4.19%
Mar 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.26%	619.83K	8M	128.3K	+26.10%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.27%	3.06M	39.47M	-974.46K	-24.17%
Mar 31, 2025	BLACKROCK, INC.	16.92%	40.61M	524.3M	-817.6K	-1.97%
Mar 31, 2025	VANGUARD GROUP INC	14.56%	34.94M	451.14M	-439.65K	-1.24%
Mar 31, 2025	FOUNDRY PARTNERS, LLC	0.24%	567.46K	7.33M	7.68K	+1.37%
Mar 31, 2025	STATE STREET CORP	5.49%	13.19M	171.29M	-278.25K	-2.07%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	3.08%	7.4M	95.55M	633.69K	+9.36%
Mar 31, 2025	MACQUARIE GROUP LTD	2.13%	5.12M	66.04M	-218.15K	-4.09%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.97%	4.74M	61.16M	-3.5M	-42.50%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.88%	4.51M	58.25M	-78.62K	-1.71%
Mar 31, 2025	JPMORGAN CHASE & CO	1.61%	3.87M	49.97M	-1.34M	-25.69%
Mar 31, 2025	NORTHERN TRUST CORP	1.34%	3.21M	41.41M	-52.3K	-1.60%
Mar 31, 2025	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.91%	2.18M	28.14M	16.46K	+0.76%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.68%	1.64M	21.12M	14.07K	+0.87%
Mar 31, 2025	GILLSON CAPITAL LP	0.54%	1.29M	16.64M	1.29M	+100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.44%	5.87M	75.75M	153.79K	+2.69%
Mar 31, 2025	MORGAN STANLEY	1%	2.4M	30.95M	184.72K	+8.35%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.66%	1.59M	20.49M	-62.93K	-3.81%
Mar 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.61%	1.45M	18.75M	540.96K	+59.34%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.5%	1.19M	15.35M	-41.8K	-3.40%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.59%	1.41M	18.16M	176.38K	+14.34%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.56%	1.34M	17.24M	600.16K	+81.61%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	2.94%	7.07M	91.25M	-67.8K	-0.95%
Mar 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.67%	6.4M	82.64M	80.59K	+1.28%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.38%	3.32M	42.8M	108.54K	+3.38%
Mar 31, 2025	UBS GROUP AG	1.16%	2.78M	35.86M	629.28K	+29.29%
Mar 31, 2025	LSV ASSET MANAGEMENT	1.05%	2.52M	32.52M	52.73K	+2.14%
Mar 31, 2025	RHUMBLINE ADVISERS	0.29%	698.9K	9.02M	-17.81K	-2.48%
Mar 31, 2025	MASTERTON CAPITAL MANAGEMENT, LP	0.29%	697.63K	9.01M	295.6K	+73.53%
Mar 31, 2025	CITIGROUP INC	0.16%	385.01K	4.97M	29.68K	+8.35%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.15%	350.57K	4.53M	350.57K	+100.00%
Mar 31, 2025	WESTWOOD HOLDINGS GROUP INC	0.15%	350K	4.52M	-38.41K	-9.89%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.46%	1.11M	14.35M	28.78K	+2.66%
Mar 31, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.15%	349.13K	4.51M	28.54K	+8.90%
Mar 31, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.38%	917.04K	11.84M	-3.62K	-0.39%
Mar 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.22%	520.91K	6.72M	21.11K	+4.22%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.2%	484.4K	6.25M	484.4K	+100.00%
Mar 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.2%	481.34K	6.21M	95.61K	+24.79%
Mar 31, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.19%	467.39K	6.03M	-27.7K	-5.60%
Mar 31, 2025	JANE STREET GROUP, LLC	0.19%	458.14K	5.91M	289.6K	+171.84%
Mar 31, 2025	BLACKSTONE INC.	0.19%	446.9K	5.77M	0	0
Mar 31, 2025	SWISS NATIONAL BANK	0.18%	441.61K	5.7M	-7.8K	-1.74%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.18%	437.29K	5.65M	437.29K	+100.00%
Mar 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.17%	407.85K	5.27M	407.85K	+100.00%
Mar 31, 2024	BLACKROCK INC.	16.88%	38.71M	634M	185.55K	+0.48%
Mar 31, 2024	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.78%	1.89M	30.97M	30.33K	+1.63%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.78%	1.79M	28.92M	-746	-0.04%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.81%	1.87M	30.58M	-104.34K	-5.29%
Mar 31, 2024	MORGAN STANLEY	0.82%	1.87M	30.66M	-430.63K	-18.70%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.82%	1.99M	32.6M	-19.44K	-0.97%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.59%	1.35M	22.07M	93.43K	+7.45%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.47%	1.09M	17.83M	-344.61K	-24.05%
Mar 31, 2024	INVESCO LTD.	0.47%	1.09M	17.8M	-31.44K	-2.81%
Mar 31, 2024	STATE STREET CORP	5.55%	12.73M	209.45M	-1.11M	-8.01%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	3.73%	9.04M	148.08M	-447.73K	-4.72%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	3.23%	7.4M	121.19M	253.08K	+3.54%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.97%	2.23M	36.48M	121.48K	+5.77%
Mar 31, 2024	RESOLUTION CAPITAL LTD	0.86%	2.09M	34.19M	62.6K	+3.09%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.44%	1M	16.45M	-47.25K	-4.49%
Mar 31, 2024	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.36%	866.5K	14.19M	131.34K	+17.87%
Mar 31, 2024	SCHONFELD STRATEGIC ADVISORS LLC	0.34%	821.14K	13.45M	821.14K	+100.00%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.31%	751.56K	12.31M	559.05K	+290.40%
Mar 31, 2024	RHUMBLINE ADVISERS	0.3%	698.79K	11.45M	-3.01K	-0.43%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.27%	615.16K	10.08M	289.17K	+88.71%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	0.26%	638.37K	10.46M	-36.1K	-5.35%
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	0.25%	617.92K	10.12M	74.07K	+13.62%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.23%	554.91K	9.09M	-148.31K	-21.09%
Mar 31, 2024	STATE OF NEW JERSEY COMMON PENSION FUND D	0.15%	366.48K	6M	23.81K	+6.95%
Mar 31, 2024	CONGRESS ASSET MANAGEMENT CO /MA	0.16%	393.77K	6.45M	3.69K	+0.95%
Mar 31, 2024	FMR LLC	0.93%	2.14M	35.1M	429.72K	+25.09%
Mar 31, 2024	MILLER HOWARD INVESTMENTS INC /NY	0.16%	399.84K	6.55M	125	+0.03%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.18%	411.3K	6.74M	-7.66K	-1.83%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.18%	436.16K	7.14M	-5.41K	-1.23%
Mar 31, 2024	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.18%	446.78K	7.32M	446.78K	+100.00%
Mar 31, 2024	BLACKSTONE INC.	0.18%	446.9K	7.32M	0	0
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.19%	450.7K	7.35M	-6.65K	-1.45%
Mar 31, 2024	SWISS NATIONAL BANK	0.19%	428.41K	7.02M	0	0
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.2%	447.98K	7.34M	23.28K	+5.48%
Mar 31, 2024	STRS OHIO	0.2%	465.6K	7.63M	290.6K	+166.06%
Mar 31, 2024	MACKENZIE FINANCIAL CORP	0.22%	525.63K	8.61M	8.28K	+1.60%
Mar 31, 2024	ALYESKA INVESTMENT GROUP, L.P.	0.22%	528.41K	8.66M	528.41K	+100.00%
Mar 31, 2024	LSV ASSET MANAGEMENT	1.04%	2.52M	41.26M	-238.7K	-8.66%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	1.09%	2.63M	43.16M	347.79K	+15.21%
Mar 31, 2024	NORTHERN TRUST CORP	1.28%	2.93M	47.92M	-95.04K	-3.15%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.4%	3.22M	52.76M	181.22K	+5.96%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.76%	4.05M	66.26M	-62.94K	-1.53%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	1.87%	4.28M	70.25M	619.21K	+16.92%
Mar 31, 2024	MACQUARIE GROUP LTD	2.02%	4.62M	75.71M	-282.55K	-5.76%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	2.24%	5.14M	84.16M	-92.52K	-1.77%
Mar 31, 2024	JPMORGAN CHASE & CO	2.16%	4.94M	80.97M	-705K	-12.48%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.27%	5.2M	85.21M	130.29K	+2.57%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	3%	7.27M	119.15M	33.42K	+0.46%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	3.18%	7.3M	119.55M	247.11K	+3.50%
Mar 31, 2024	VANGUARD GROUP INC	15.5%	35.56M	582.4M	1.22M	+3.54%
Mar 31, 2024	NOMURA ASSET MANAGEMENT CO LTD	0.11%	250.1K	4.1M	8.7K	+3.60%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	264K	4.32M	264K	+100.00%
Mar 31, 2024	CITIGROUP INC	0.12%	266.71K	4.37M	30.49K	+12.91%
Mar 31, 2024	ENSIGN PEAK ADVISORS, INC	0.12%	278.1K	4.56M	125.94K	+82.77%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.12%	280.39K	4.59M	-26.3K	-8.57%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.12%	281.43K	4.61M	-44.99K	-13.78%
Mar 31, 2024	CREDIT SUISSE AG/	0.13%	300.59K	4.92M	-3.48K	-1.14%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.13%	309.12K	5.06M	260.54K	+536.28%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0.14%	312.34K	5.12M	-10.87K	-3.36%
Mar 31, 2024	MERITAGE PORTFOLIO MANAGEMENT	0.15%	338.17K	5.54M	74.69K	+28.35%
Mar 31, 2024	GREENLAND CAPITAL MANAGEMENT LP	0.15%	340.14K	5.57M	340.14K	+100.00%
Mar 31, 2024	FOUNDRY PARTNERS, LLC	0.15%	347.72K	5.7M	35.17K	+11.25%
Mar 31, 2024	MYDA ADVISORS LLC	0.15%	350K	5.73M	2K	+0.57%
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	0.16%	362.8K	5.94M	-11.52K	-3.08%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.8%	4.11M	68.24M	-25.71K	-0.62%
Dec 31, 2023	MILLER HOWARD INVESTMENTS INC /NY	0.17%	399.72K	6.64M	241	+0.06%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.18%	405.84K	6.74M	405.84K	+100.00%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.18%	418.97K	6.96M	-127.7K	-23.36%
Dec 31, 2023	GREAT WEST LIFE ASSURANCE CO /CAN/	0.19%	424.7K	7.04M	9.08K	+2.18%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.19%	426.8K	7.09M	-572K	-57.27%
Dec 31, 2023	SWISS NATIONAL BANK	0.19%	428.41K	7.12M	-49.8K	-10.41%
Dec 31, 2023	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.19%	441.57K	7.33M	178.57K	+67.90%
Dec 31, 2023	BLACKSTONE INC.	0.2%	446.9K	7.42M	0	0
Dec 31, 2023	EAGLE ASSET MANAGEMENT INC	0.2%	457.35K	7.6M	-18K	-3.79%
Dec 31, 2023	MACKENZIE FINANCIAL CORP	0.23%	517.35K	8.59M	6.84K	+1.34%
Dec 31, 2023	CUBIST SYSTEMATIC STRATEGIES, LLC	0.23%	528.73K	8.78M	528.73K	+100.00%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	0.24%	543.86K	9.03M	48.5K	+9.79%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	0.29%	674.47K	11.2M	-1.06K	-0.16%
Dec 31, 2023	RHUMBLINE ADVISERS	0.31%	701.8K	11.66M	-36.27K	-4.91%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.31%	703.22K	11.68M	248.52K	+54.65%
Dec 31, 2023	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.32%	735.16K	12.21M	-212.19K	-22.40%
Dec 31, 2023	HUDSON BAY CAPITAL MANAGEMENT LP	0.34%	771.74K	12.82M	771.74K	+100.00%
Dec 31, 2023	POINT72 ASSET MANAGEMENT, L.P.	0.36%	824.59K	13.7M	652.89K	+380.25%
Dec 31, 2023	BARCLAYS PLC	0.41%	930.19K	15.45M	775.83K	+502.60%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.46%	1.05M	17.46M	-44.86K	-4.09%
Dec 31, 2023	INVESCO LTD.	0.49%	1.12M	18.57M	137.4K	+14.01%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.55%	1.25M	20.83M	81.6K	+6.96%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.63%	1.43M	23.8M	95.15K	+7.11%
Dec 31, 2023	FMR LLC	0.75%	1.71M	28.45M	10.05K	+0.59%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.78%	1.79M	29.76M	-1.58M	-46.94%
Dec 31, 2023	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.81%	1.86M	30.9M	-41.51K	-2.18%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.86%	1.97M	32.75M	-332.45K	-14.43%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.88%	2.01M	33.38M	81.63K	+4.23%
Dec 31, 2023	RESOLUTION CAPITAL LTD	0.88%	2.02M	33.63M	2.02M	+100.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.92%	2.11M	34.98M	678.91K	+47.58%
Dec 31, 2023	NORGES BANK	0.95%	2.18M	36.26M	2.18M	+100.00%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	1%	2.29M	37.99M	2.29M	+100.00%
Dec 31, 2023	MORGAN STANLEY	1.01%	2.3M	38.24M	528.12K	+29.76%
Dec 31, 2023	LSV ASSET MANAGEMENT	1.2%	2.76M	45.8M	-141.5K	-4.88%
Dec 31, 2023	NORTHERN TRUST CORP	1.32%	3.02M	50.18M	-99.43K	-3.19%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.33%	3.04M	50.49M	-119.99K	-3.80%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	1.6%	3.66M	60.97M	-258.97K	-6.61%
Dec 31, 2023	MACQUARIE GROUP LTD	2.14%	4.9M	81.46M	-151.97K	-3.01%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.22%	5.07M	84.24M	210.33K	+4.33%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	2.29%	5.23M	86.88M	-95.24K	-1.79%
Dec 31, 2023	CITADEL ADVISORS LLC	2.4%	5.5M	91.38M	5.17M	+1,579.27%
Dec 31, 2023	JPMORGAN CHASE & CO	2.47%	5.65M	93.81M	-554.21K	-8.94%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	3.08%	7.05M	117.13M	10.99K	+0.16%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	3.12%	7.15M	118.69M	-475.93K	-6.24%
Dec 31, 2023	FULLER & THALER ASSET MANAGEMENT, INC.	3.16%	7.24M	120.26M	-25.13K	-0.35%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	4.15%	9.49M	157.6M	399.62K	+4.40%
Dec 31, 2023	STATE STREET CORP	6.04%	13.83M	231.55M	-145.65K	-1.04%
Dec 31, 2023	VANGUARD GROUP INC	15%	34.34M	570.36M	-1.03M	-2.92%
Dec 31, 2023	BLACKROCK INC.	16.83%	38.52M	639.82M	-513.46K	-1.32%
Sep 30, 2023	EAGLE ASSET MANAGEMENT INC	0.21%	475.35K	-	-14.41K	-2.94%
Sep 30, 2023	NOMURA ASSET MANAGEMENT CO LTD	0.1%	234.7K	-	1.7K	+0.73%
Sep 30, 2023	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.1%	234.84K	-	133.86K	+132.57%
Sep 30, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.1%	239.94K	-	-23.56K	-8.94%
Sep 30, 2023	STRS OHIO	0.11%	247.65K	-	-203.2K	-45.07%
Sep 30, 2023	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.11%	263K	-	263K	+100.00%
Sep 30, 2023	MERITAGE PORTFOLIO MANAGEMENT	0.12%	265.63K	-	-5.59K	-2.06%
Sep 30, 2023	FULLER & THALER ASSET MANAGEMENT, INC.	3.17%	7.27M	-	-21.2K	-0.29%
Sep 30, 2023	PRINCIPAL FINANCIAL GROUP INC	3.07%	7.04M	-	1.17M	+19.95%
Sep 30, 2023	VICTORY CAPITAL MANAGEMENT INC	2.33%	5.33M	-	43.92K	+0.83%
Sep 30, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.12%	4.86M	-	164.71K	+3.51%
Sep 30, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.8%	4.13M	-	45.58K	+1.11%
Sep 30, 2023	NUVEEN ASSET MANAGEMENT, LLC	1.71%	3.92M	-	-941.96K	-19.38%
Sep 30, 2023	AMERIPRISE FINANCIAL INC	1.47%	3.38M	-	502.47K	+17.49%
Sep 30, 2023	DIMENSIONAL FUND ADVISORS LP	1.38%	3.16M	-	-1.19K	-0.04%
Sep 30, 2023	NORTHERN TRUST CORP	1.36%	3.12M	-	-186.22K	-5.63%
Sep 30, 2023	BLACKROCK INC.	17.04%	39.03M	-	16.94M	+76.70%
Sep 30, 2023	LSV ASSET MANAGEMENT	1.27%	2.9M	-	-44.4K	-1.51%
Sep 30, 2023	BANK OF NEW YORK MELLON CORP	1.01%	2.3M	-	795.38K	+52.73%
Sep 30, 2023	MORGAN STANLEY	0.77%	1.77M	-	618.69K	+53.54%
Sep 30, 2023	MYDA ADVISORS LLC	0.12%	281.28K	-	-108.72K	-27.88%
Sep 30, 2023	CREDIT SUISSE AG/	0.13%	303.98K	-	-12.49K	-3.95%
Sep 30, 2023	FOUNDRY PARTNERS, LLC	0.14%	314.11K	-	22.03K	+7.54%
Sep 30, 2023	PUTNAM INVESTMENTS LLC	0.14%	325.95K	-	-16.67K	-4.86%
Sep 30, 2023	FMR LLC	0.74%	1.7M	-	230.12K	+15.63%
Sep 30, 2023	GOLDMAN SACHS GROUP INC	0.62%	1.43M	-	-1.06M	-42.64%
Sep 30, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.51%	1.17M	-	6.56K	+0.56%
Sep 30, 2023	ALLIANCEBERNSTEIN L.P.	0.48%	1.1M	-	-236.47K	-17.74%
Sep 30, 2023	INVESCO LTD.	0.43%	980.76K	-	247.24K	+33.71%
Sep 30, 2023	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.41%	947.35K	-	-15.07K	-1.57%
Sep 30, 2023	RHUMBLINE ADVISERS	0.32%	738.07K	-	324.1K	+78.29%
Sep 30, 2023	KENNEDY CAPITAL MANAGEMENT LLC	0.29%	675.53K	-	89.9K	+15.35%
Sep 30, 2023	ASSET MANAGEMENT ONE CO., LTD.	0.15%	333.47K	-	-16.93K	-4.83%
Sep 30, 2023	DAKOTA WEALTH MANAGEMENT	0.15%	350.01K	-	-31.69K	-8.30%
Sep 30, 2023	GREAT LAKES ADVISORS, LLC	0.27%	620.4K	-	-6.69K	-1.07%
Sep 30, 2023	GUGGENHEIM CAPITAL LLC	0.24%	546.66K	-	197.19K	+56.43%
Sep 30, 2023	MACKENZIE FINANCIAL CORP	0.22%	510.51K	-	-14.43K	-2.75%
Sep 30, 2023	STATE OF NEW JERSEY COMMON PENSION FUND D	0.16%	356.89K	-	38.5K	+12.09%
Sep 30, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.2%	454.7K	-	6.89K	+1.54%
Sep 30, 2023	PRUDENTIAL FINANCIAL INC	0.17%	396.15K	-	-1.35M	-77.30%
Sep 30, 2023	MILLER HOWARD INVESTMENTS INC /NY	0.17%	399.47K	-	-36	-0.01%
Sep 30, 2023	CONGRESS ASSET MANAGEMENT CO /MA	0.18%	403.89K	-	562	+0.14%
Sep 30, 2023	FIRST TRUST ADVISORS LP	0.18%	415.65K	-	56.36K	+15.69%
Sep 30, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.22%	498.11K	-	-2.92K	-0.58%
Sep 30, 2023	SOUND INCOME STRATEGIES, LLC	0.22%	495.35K	-	47.6K	+10.63%
Sep 30, 2023	WESTWOOD HOLDINGS GROUP INC	0.21%	488.41K	-	75.41K	+18.26%
Sep 30, 2023	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.18%	421.9K	-	22.29K	+5.58%
Sep 30, 2023	BLACKSTONE INC.	0.2%	446.9K	-	-1.17M	-72.34%
Sep 30, 2023	ALLIANZ ASSET MANAGEMENT GMBH	0.21%	479.04K	-	-43.5K	-8.33%
Sep 30, 2023	SWISS NATIONAL BANK	0.21%	478.21K	-	3.9K	+0.82%

Insiders

Among the APLE insiders holding of 7.09% of the stake in company, KNIGHT JUSTIN G, CEO, holds the largest shares of 1.57M. KNIGHT GLADE M, Executive Chairman, is the second largest APLE insider with ownership of 710.34K shares. PERKINS ELIZABETH, SVP & Chief Financial Officer, stands third with possession of 362.64K shares of that stake.

Insiders	Designation	Shares Held
KNIGHT JUSTIN G	CEO	1.57M
KNIGHT GLADE M	Executive Chairman	710.34K
PERKINS ELIZABETH	SVP & Chief Financial Officer	362.64K
LABRECQUE RACHEL	SVP & Chief Accounting Officer	234.93K
RASH MATTHEW	SVP & Chief Legal Officer	166.13K
HUGH REDD	director	138.25K
CLARKE JEANETTE	SVP Chief Cap. Invest. Officer	78.8K
NICKEL DARYL ARTHUR	director	42.65K
KNIGHT NELSON	EVP Chief Investment Officer	36.95K
WOOLLEY HOWARD E.	director	30.93K
HANDLON CAROLYN B	director	22.36K
BUNTING GLENN W JR	director	10.55K
MCGARVIE BLYTHE J	director	9.74K
BUCKLEY DAVID P	EVP, Chief Legal Officer	1.16K
PEERY BRYAN	Executive Vice President & CFO	1K
GATHRIGHT KRISTIAN M	director	70

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 11, 2025	KNIGHT GLADE M	PURCHASE	11.91	5K	59.55K	710.34K
Nov 13, 2025	HUGH REDD	PURCHASE	11.75	1K	11.75K	138.25K
Nov 11, 2025	WOOLLEY HOWARD E.	PURCHASE	11.94	2K	23.88K	30.93K
Aug 19, 2025	KNIGHT GLADE M	PURCHASE	12.29	5K	61.45K	705.34K
Jun 04, 2025	HUGH REDD	PURCHASE	11.57	1K	11.57K	137.25K
May 09, 2025	PERKINS ELIZABETH	PURCHASE	11.72	2.1K	24.61K	362.64K
May 08, 2025	LABRECQUE RACHEL	PURCHASE	11.45	1K	11.45K	234.93K
May 06, 2025	KNIGHT GLADE M	PURCHASE	11.43	10K	114.3K	700.34K
May 06, 2025	HUGH REDD	PURCHASE	11.37	1K	11.37K	136.25K
May 06, 2025	WOOLLEY HOWARD E.	PURCHASE	11.35	2K	22.69K	24.25K
Mar 12, 2025	HANDLON CAROLYN B	PURCHASE	13.70	7.25K	99.29K	22.36K
Feb 28, 2025	HUGH REDD	PURCHASE	14.57	1K	14.57K	135.25K
Feb 27, 2025	KNIGHT GLADE M	PURCHASE	14.54	5K	72.7K	641.99K
Aug 21, 2024	HUGH REDD	PURCHASE	14.10	1K	14.1K	126.22K
Aug 08, 2024	KNIGHT GLADE M	PURCHASE	14.04	5K	70.23K	636.99K
May 21, 2024	KNIGHT GLADE M	PURCHASE	14.78	5K	73.9K	631.99K
May 17, 2024	BUNTING GLENN W JR	PURCHASE	14.58	549	8K	10.55K
May 16, 2024	HUGH REDD	PURCHASE	14.73	1K	14.73K	125.22K
Feb 27, 2024	WOOLLEY HOWARD E.	PURCHASE	15.97	1K	15.97K	12.75K
Nov 10, 2023	PERKINS ELIZABETH	PURCHASE	15.78	1.75K	27.61K	226.04K
Aug 11, 2023	KNIGHT GLADE M	PURCHASE	15.07	5K	75.34K	573.11K
May 31, 2023	HUGH REDD	PURCHASE	14.48	1K	14.48K	111K
May 25, 2023	GATHRIGHT KRISTIAN M	PURCHASE	14.42	70	1.01K	70
May 05, 2023	RASH MATTHEW	PURCHASE	15.40	648	9.98K	166.13K
May 05, 2023	KNIGHT GLADE M	PURCHASE	15.51	2.5K	38.77K	565.61K
Mar 14, 2023	WOOLLEY HOWARD E.	PURCHASE	15.54	1K	15.55K	6.14K
Feb 27, 2023	KNIGHT GLADE M	PURCHASE	16.90	4.9K	82.81K	502.99K
Nov 17, 2022	WOOLLEY HOWARD E.	PURCHASE	16.03	935	14.98K	5.13K
Nov 10, 2022	KNIGHT GLADE M	PURCHASE	16.29	5K	81.43K	498.09K
Aug 09, 2022	WOOLLEY HOWARD E.	PURCHASE	16.30	613	9.99K	4.2K
Aug 09, 2022	KNIGHT GLADE M	PURCHASE	16.21	1.74K	28.25K	493.09K
Jun 13, 2022	PERKINS ELIZABETH	PURCHASE	14.87	400	5.95K	173.94K
Jun 10, 2022	KNIGHT JUSTIN G	PURCHASE	15.86	500	7.93K	1.57M
Jun 10, 2022	PERKINS ELIZABETH	PURCHASE	15.95	600	9.57K	173.54K
May 25, 2022	RASH MATTHEW	PURCHASE	15.91	310	4.93K	138.7K
May 24, 2022	LABRECQUE RACHEL	PURCHASE	15.05	332	5K	140.95K
May 16, 2022	KNIGHT GLADE M	PURCHASE	16.22	5K	81.1K	488.09K
Mar 14, 2022	WOOLLEY HOWARD E.	PURCHASE	17.96	1.67K	29.99K	3.59K
Feb 28, 2022	KNIGHT GLADE M	PURCHASE	17.59	5K	87.97K	424.99K
Nov 09, 2021	KNIGHT GLADE M	PURCHASE	16.04	5K	80.18K	419.99K
Nov 05, 2021	GATHRIGHT KRISTIAN M	SALE	16.98	25.02K	424.88K	970.27K
Nov 04, 2021	GATHRIGHT KRISTIAN M	SALE	16.75	5.64K	94.52K	995.29K
Sep 15, 2021	GATHRIGHT KRISTIAN M	SALE	15.29	10K	152.93K	1M
Aug 20, 2021	HUGH REDD	PURCHASE	14.54	1K	14.54K	105.23K
Aug 19, 2021	CLARKE JEANETTE	PURCHASE	14.24	300	4.27K	78.8K
Aug 12, 2021	LABRECQUE RACHEL	PURCHASE	14.90	336	5.01K	101.79K
Aug 10, 2021	KNIGHT GLADE M	PURCHASE	14.44	5K	72.19K	414.99K
Jun 08, 2021	GATHRIGHT KRISTIAN M	SALE	16.50	17.64K	291.13K	1.01M
May 26, 2021	RASH MATTHEW	PURCHASE	15.74	315	4.96K	99.06K
May 03, 2021	GATHRIGHT KRISTIAN M	SALE	16.00	10.58K	169.24K	1.03M
Apr 29, 2021	GATHRIGHT KRISTIAN M	SALE	15.79	15.19K	239.84K	1.04M
Apr 28, 2021	GATHRIGHT KRISTIAN M	SALE	15.75	100	1.58K	1.05M
Apr 26, 2021	GATHRIGHT KRISTIAN M	SALE	15.51	12.92K	200.35K	1.05M
Apr 08, 2021	GATHRIGHT KRISTIAN M	SALE	15.25	12.92K	197.02K	1.07M
Mar 15, 2021	WOOLLEY HOWARD E.	PURCHASE	15.66	1.92K	30K	1.92K
Nov 11, 2020	KNIGHT GLADE M	PURCHASE	12.11	5K	60.56K	10.23M
Sep 11, 2020	CLARKE JEANETTE	PURCHASE	10.10	500	5.05K	45.12K
Sep 04, 2020	PERKINS ELIZABETH	PURCHASE	10.90	1K	10.9K	73.99K
Sep 03, 2020	RASH MATTHEW	PURCHASE	10.85	180	1.95K	58.68K
Aug 24, 2020	LABRECQUE RACHEL	PURCHASE	9.50	1K	9.5K	61.39K
Aug 21, 2020	HUGH REDD	PURCHASE	9.48	1K	9.48K	102.65K
Aug 17, 2020	KNIGHT GLADE M	PURCHASE	9.68	5K	48.39K	10.22M
Jun 15, 2020	HUGH REDD	PURCHASE	11.24	500	5.62K	101.65K
Jun 11, 2020	KNIGHT GLADE M	PURCHASE	11.32	5K	56.58K	10.22M
Mar 10, 2020	HUGH REDD	PURCHASE	11.15	1K	11.15K	101.15K
Mar 10, 2020	KNIGHT GLADE M	PURCHASE	11.90	5K	59.49K	10.21M
Mar 10, 2020	BUNTING GLENN W JR	PURCHASE	11.03	10K	110.32K	10K
Mar 03, 2020	HUGH REDD	PURCHASE	12.96	1K	12.96K	98.15K
Mar 02, 2020	KNIGHT GLADE M	PURCHASE	13.14	5K	65.7K	10.14M
Mar 02, 2020	HUGH REDD	PURCHASE	13.06	1K	13.06K	97.15K
Nov 15, 2019	HUGH REDD	PURCHASE	16.12	1K	16.12K	96.15K
Nov 13, 2019	HUGH REDD	PURCHASE	16.05	1K	16.05K	95.15K
Nov 08, 2019	KNIGHT GLADE M	PURCHASE	16.26	5K	81.3K	10.14M
Aug 12, 2019	HUGH REDD	PURCHASE	15.55	2K	31.09K	95.15K
Aug 09, 2019	KNIGHT GLADE M	PURCHASE	15.39	5K	76.95K	10.13M
Jun 11, 2019	HUGH REDD	PURCHASE	15.89	1K	15.9K	92.15K
May 17, 2019	KNIGHT GLADE M	PURCHASE	16.42	5K	82.08K	10.13M
Mar 07, 2019	HUGH REDD	PURCHASE	16.38	1K	16.38K	91.15K
Mar 01, 2019	NICKEL DARYL ARTHUR	PURCHASE	16.44	24K	394.6K	42.65K
Mar 01, 2019	KNIGHT GLADE M	PURCHASE	16.54	5K	82.7K	10.11M
Dec 06, 2018	PEERY BRYAN	PURCHASE	15.50	1K	15.5K	1K
Nov 16, 2018	HUGH REDD	PURCHASE	15.62	1K	15.62K	90.15K
Nov 15, 2018	KNIGHT NELSON	PURCHASE	15.71	300	4.71K	36.95K
Nov 15, 2018	KNIGHT GLADE M	PURCHASE	15.71	5K	78.53K	10.11M
Nov 15, 2018	HUGH REDD	PURCHASE	15.68	1K	15.68K	89.15K
Nov 14, 2018	HUGH REDD	PURCHASE	15.94	1K	15.94K	88.15K
Nov 14, 2018	KNIGHT JUSTIN G	PURCHASE	15.92	5K	79.61K	304.5K
Nov 14, 2018	BUCKLEY DAVID P	PURCHASE	15.96	312	4.98K	1.16K
Nov 13, 2018	HUGH REDD	PURCHASE	15.97	2K	31.94K	86.15K
Nov 12, 2018	KNIGHT GLADE M	PURCHASE	16.22	5K	81.08K	10.1M
Nov 12, 2018	HUGH REDD	PURCHASE	16.24	1K	16.24K	83.15K
Nov 09, 2018	HUGH REDD	PURCHASE	16.15	1K	16.15K	82.15K
Aug 23, 2018	KNIGHT JUSTIN G	PURCHASE	17.65	6K	105.88K	299.5K
Aug 20, 2018	KNIGHT GLADE M	PURCHASE	17.63	10K	176.3K	268.86K
Aug 14, 2018	BUCKLEY DAVID P	PURCHASE	17.45	1	17.45	845
Aug 13, 2018	MCGARVIE BLYTHE J	PURCHASE	17.32	8.3K	143.76K	9.74K
Aug 13, 2018	HUGH REDD	PURCHASE	17.15	1K	17.15K	81.15K
Aug 10, 2018	BUCKLEY DAVID P	PURCHASE	17.29	200	3.46K	844
Aug 10, 2018	KNIGHT GLADE M	PURCHASE	17.33	400	6.93K	10.1M
Jun 13, 2018	BUCKLEY DAVID P	PURCHASE	18.75	266	4.99K	266
May 14, 2018	KNIGHT GLADE M	PURCHASE	18.52	5K	92.6K	10.09M
Mar 15, 2018	KNIGHT NELSON	PURCHASE	17.35	4.31K	74.83K	36.65K
Mar 14, 2018	KNIGHT JUSTIN G	PURCHASE	17.38	2.8K	48.66K	293.5K
Mar 08, 2018	KNIGHT GLADE M	PURCHASE	17.16	10K	171.58K	10.09M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE13K4

SALES00

NET SHARES13K4

SHARES HELD1.58M4

% NET SHARES-99.18%0%

Frequently Asked Questions