How many institutions own ARCC 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 ARCC shares is 939, representing 32.97% of the company's common stock.

Who are the major shareholders selling Ares Capital Corporation stock?

GILBERT & COOK, INC., in the last quarter, reduced its stake in ARCC by -23.19% restricting it's holding to 773.17 thousand shares of worth nearly $15.78M. NEUBERGER BERMAN GROUP LLC also lessened -4.64% of the ARCC shares from its portfolio, reducing its holding to 783.48 thousand shares of worth $15.99M. SAGE ADVISORS, LLC also shunned ARCC shares holding by -1.99% last quarter which brought its holding to 1.03 million shares worth $21.10M.

Investors who are buying ARCC stock?

As per its latest 13F filing, SIGMA INVESTMENT COUNSELORS INC increased its stake in ARCC by 2.69% in the last quarter. The institutional holder raised its holding to 770.46 thousand shares having worth more than $15.73M. MELIA WEALTH LLC also added 2.83% more shares of ARCC to its portfolio, raising its holding to 801.7 thousand shares of worth $16.36M. IA GLOBAL ASSET MANAGEMENT INC. also increased its ARCC shares holding by 0.26% which brought its holding to 821.36 thousand shares worth $16.76M.

ARCC's major insiders: who are they?

The insider with the most stakes in ARCC is Arougheti Michael J , Executive Vice President at the company. Additionally, ARCC stock is highly held by Chief Executive Officer deVeer R. Kipp and Co-President Goldstein Mitchell S among others.

Did an insider recently sell ARCC stock?

Company executives, directors, and other insiders own 0.55% percent of Ares Capital Corporation's stock. Within the last six months, there have been 0 transaction(s) in which ARCC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include ROLL PENELOPE F.

Which insider recently purchased ARCC stock?

There have been 1 transaction(s) during the past 6-months in which Ares Capital Corporation insiders have bought stock, totalling 13000 shares

How much of ARCC does insiders own?

Around 28K Ares Capital Corporation shares are held by insiders, which represents about 0.55% of ARCC stock.

Who is the insider with the largest stake?

ARCC Executive Vice President, Arougheti Michael J holds the largest portfolio of the company's shares. ARCC shares owned by Arougheti total nearly 1.78 million.

Which institution holds the most shares in ARCC?

SIGMA INVESTMENT COUNSELORS INC is the largest institutional owner in ARCC which holds 770.46 thousand shares worth $15.73M or 0.11% of the total ARCC shares outstanding followed by GILBERT & COOK, INC. with ownership of 773.17 thousand shares representing 0.11% of the ARCC ownership. NEUBERGER BERMAN GROUP LLC is the third largest stakeholder with 783.48 thousand shares or 0.11% of the ownership worth more than $15.99M.

Is Ares Capital Corporation stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the ARCC is concerned, it is a stock which is optionable.

Is there a short position on ARCC's shares?

Number of ARCC shares short is null. 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 ARCC shares are there?

As of today, null shares of ARCC are outstanding.

Is there many float in ARCC 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, ARCC has null shares in float.

ARCC 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 ARCC is null.

Ares Capital (ARCC) 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 SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

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

0.55% Percentage of Shares held by All Insiders

32.97% Percentage of Shares held by All Institutions

33.15% Percentage of Float held by Institutions

939

Number of Institutions Holding Shares

Institutional Ownership

About 32.97% of ARCC shares are held by financial institutions. SIGMA INVESTMENT COUNSELORS INC is the top corporate investor, holding 770.46K shares valued at $15.73M. A 0.11% stake in Ares Capital Corporation is owned by the company. GILBERT & COOK, INC. owns 773.17K shares valued at $15.78M, which translates its holding of 0.11% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	SIGMA INVESTMENT COUNSELORS INC	0.11%	770.46K	15.73M	20.19K	+2.69%
Sep 30, 2025	GILBERT & COOK, INC.	0.11%	773.17K	15.78M	-233.43K	-23.19%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.11%	783.48K	15.99M	-38.12K	-4.64%
Sep 30, 2025	MELIA WEALTH LLC	0.12%	801.7K	16.36M	22.03K	+2.83%
Sep 30, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0.12%	821.36K	16.76M	2.13K	+0.26%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	862.36K	17.6M	66.77K	+8.39%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.13%	899.93K	18.37M	27.21K	+3.12%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	972.46K	19.85M	37.15K	+3.97%
Sep 30, 2025	CITIGROUP INC	0.14%	1M	20.41M	0	0
Sep 30, 2025	SAGE ADVISORS, LLC	0.15%	1.03M	21.1M	-21.04K	-1.99%
Sep 30, 2025	SPINNAKER TRUST	0.15%	1.03M	21.12M	130.6K	+14.44%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	1.07M	21.86M	-61.58K	-5.44%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	1.09M	22.21M	-71.63K	-6.18%
Sep 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.17%	1.17M	23.87M	3.47K	+0.30%
Sep 30, 2025	STEPHENS INC /AR/	0.17%	1.17M	23.98M	-66.49K	-5.36%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.17%	1.19M	24.28M	688.22K	+137.30%
Sep 30, 2025	BRUNI J V & CO /CO	0.18%	1.27M	26.01M	-42.4K	-3.22%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	1.16M	23.63M	213.43K	+22.60%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.22%	1.52M	30.97M	257.16K	+20.40%
Sep 30, 2025	CAPITAL ADVISORS INC/OK	0.22%	1.56M	31.74M	11.54K	+0.75%
Sep 30, 2025	GENERALI ASSET MANAGEMENT SPA SGR	0.73%	5.05M	103.11M	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0.9%	6.23M	127.14M	-175.48K	-2.74%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.23%	8.58M	175.03M	-102.32K	-1.18%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.19%	1.29M	26.36M	264.4K	+25.74%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.2%	1.39M	28.38M	272.4K	+24.36%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	1.41M	28.84M	-361.1K	-20.35%
Sep 30, 2025	MUZINICH & CO., INC.	0.24%	1.64M	33.47M	267.06K	+19.45%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.53%	3.68M	75.16M	-114.38K	-3.01%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.24%	1.64M	33.57M	37.52K	+2.33%
Sep 30, 2025	PARALLAX VOLATILITY ADVISERS, L.P.	0.24%	1.69M	34.49M	100.1K	+6.30%
Sep 30, 2025	PARTNERS GROUP HOLDING AG	0.25%	1.77M	36.07M	80.89K	+4.80%
Sep 30, 2025	MARSHALL WACE, LLP	0.26%	1.81M	36.94M	1.81M	+100.00%
Sep 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.27%	1.85M	37.77M	54.83K	+3.05%
Sep 30, 2025	FMR LLC	0.28%	1.97M	40.25M	-816.97K	-29.29%
Sep 30, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.29%	2M	40.82M	100K	+5.26%
Sep 30, 2025	ARES MANAGEMENT LLC	0.3%	2.05M	41.93M	192.46K	+10.34%
Sep 30, 2025	PROGENY 3, INC.	0.31%	2.13M	43.39M	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.31%	2.17M	44.33M	146.27K	+7.22%
Sep 30, 2025	OMERS ADMINISTRATION CORP	0.32%	2.21M	45.01M	-136.81K	-5.84%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.32%	2.26M	46.06M	-473.78K	-17.35%
Sep 30, 2025	EVERCORE WEALTH MANAGEMENT, LLC	0.34%	2.39M	48.81M	724.91K	+43.50%
Sep 30, 2025	CITADEL ADVISORS LLC	0.35%	2.46M	50.29M	2.41M	+4,511.35%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.36%	2.47M	50.5M	-824.5K	-24.99%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0.36%	2.48M	47.33M	23.99K	+0.98%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	2.51M	53.69M	361.28K	+16.81%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.37%	2.57M	52.36M	-472.69K	-15.56%
Sep 30, 2025	NORTHERN TRUST CORP	0.2%	1.42M	28.97M	358.13K	+33.75%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.22%	1.55M	31.64M	179.4K	+13.09%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.38%	2.61M	53.25M	-26.37K	-1.00%
Sep 30, 2025	CCLA INVESTMENT MANAGEMENT	0.39%	2.72M	55.58M	0	0
Sep 30, 2025	INVESCO LTD.	0.4%	2.76M	56.31M	-792.77K	-22.32%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.43%	3.01M	61.5M	156.68K	+5.49%
Sep 30, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.45%	3.14M	63.99M	103.47K	+3.41%
Sep 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.45%	3.14M	64.15M	141.69K	+4.72%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.46%	3.23M	65.86M	225.03K	+7.50%
Sep 30, 2025	BLACKROCK, INC.	0.47%	3.24M	66.15M	77.71K	+2.46%
Sep 30, 2025	ROYAL BANK OF CANADA	0.51%	3.53M	72.06M	-49.16K	-1.37%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.55%	3.79M	77.36M	-2.33K	-0.06%
Sep 30, 2025	LPL FINANCIAL LLC	0.58%	4.07M	82.99M	231.3K	+6.03%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.62%	4.32M	88.25M	-12.95K	-0.30%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.67%	4.65M	94.81M	-309.34K	-6.24%
Sep 30, 2025	UBS GROUP AG	1.14%	7.9M	161.24M	836.83K	+11.85%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	1.87%	13.01M	265.5M	-400	0.00%
Sep 30, 2025	MORGAN STANLEY	2.48%	17.22M	351.4M	1.01M	+6.22%
Sep 30, 2025	NAN FUNG TRINITY (HK) LTD	0.09%	604K	12.33M	-248.1K	-29.12%
Sep 30, 2025	VISTA FINANCE, LLC	0.09%	606.75K	12.38M	22.94K	+3.93%
Sep 30, 2025	NAVITER WEALTH, LLC	0.09%	647.86K	13.26M	-14.16K	-2.14%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.1%	670.39K	13.68M	173.23K	+34.84%
Sep 30, 2025	BARCLAYS PLC	0.1%	701.46K	14.32M	174.44K	+33.10%
Sep 30, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0.1%	704.04K	14.37M	19.17K	+2.80%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.11%	750.1K	15.31M	-443.39K	-37.15%
Jun 30, 2025	MORGAN STANLEY	2.33%	16.21M	355.96B	-1.32M	-7.56%
Jun 30, 2025	RATHBONES GROUP PLC	0.05%	345.01K	7.58M	116.72K	+51.13%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.05%	345.09K	7.58M	-14.24K	-3.96%
Jun 30, 2025	CERITY PARTNERS LLC	0.06%	383.63K	8.42M	1.19K	+0.31%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.06%	384.2K	8.44M	-168.82K	-30.53%
Jun 30, 2025	NEW SOUTH CAPITAL MANAGEMENT INC	0.06%	390.94K	8.59M	-70.86K	-15.35%
Jun 30, 2025	HBK INVESTMENTS L P	0.06%	400K	8.78M	283.3K	+242.76%
Jun 30, 2025	LGT CAPITAL PARTNERS LTD.	0.06%	436.5K	9.59M	39K	+9.81%
Jun 30, 2025	COLUMBUS MACRO, LLC	0.06%	447.91K	9.84M	45.98K	+11.44%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.06%	448.95K	9.86M	6.36K	+1.44%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.07%	461.56K	10.14M	23.3K	+5.32%
Jun 30, 2025	GRAYPOINT LLC	0.07%	481.25K	10.57M	40.92K	+9.29%
Jun 30, 2025	HRT FINANCIAL LP	0.07%	493.56K	10.84M	-316.56K	-39.08%
Jun 30, 2025	BELL BANK	0.07%	504.79K	11.09M	4.29K	+0.86%
Jun 30, 2025	BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.	0.07%	516.66K	11.35M	53.97K	+11.66%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.13%	935.31K	20.54M	21.88K	+2.40%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.55%	3.8M	83.38M	21.34K	+0.57%
Jun 30, 2025	BLACKROCK, INC.	0.46%	3.16M	69.46M	735.17K	+30.28%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	1.87%	13.01M	285.68M	65.85K	+0.51%
Jun 30, 2025	NORTHERN TRUST CORP	0.15%	1.06M	23.3M	1.04M	+4,770.21%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	1.13M	24.87M	56.47K	+5.25%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.38%	2.64M	57.87M	110.61K	+4.38%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.44%	3.04M	66.71B	202.94K	+7.16%
Jun 30, 2025	INVESCO LTD.	0.51%	3.55M	78M	3.17M	+825.39%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.62%	4.34M	95.24M	492.73K	+12.82%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.71%	4.96M	108.8M	252.95K	+5.38%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.25%	8.68M	190.57M	705.88K	+8.85%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.16%	1.12M	24.55M	-6.76K	-0.60%
Jun 30, 2025	FREESTONE GROVE PARTNERS LP	0.16%	1.13M	24.78M	1.13M	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	1.16M	25.47M	-100.16K	-7.95%
Jun 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.17%	1.17M	25.61M	21.82K	+1.91%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.17%	1.19M	26.21M	-65.7K	-5.22%
Jun 30, 2025	STEPHENS INC /AR/	0.18%	1.24M	27.26M	-8.77K	-0.70%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.18%	1.26M	27.68M	156K	+14.12%
Jun 30, 2025	BRUNI J V & CO /CO	0.19%	1.32M	28.92M	-23.44K	-1.75%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	2.15M	47.21M	294.54K	+15.88%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.2%	1.37M	30.1M	375.5K	+37.73%
Jun 30, 2025	MUZINICH & CO., INC.	0.2%	1.37M	30.15M	247.8K	+22.02%
Jun 30, 2025	CAPITAL ADVISORS INC/OK	0.22%	1.54M	33.9M	12.93K	+0.84%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	1.77M	38.96M	-169.8K	-8.74%
Jun 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.26%	1.8M	39.43M	364.18K	+25.44%
Jun 30, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.27%	1.9M	41.72M	50K	+2.70%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0.35%	2.45M	53.89M	75.11K	+3.16%
Jun 30, 2025	CCLA INVESTMENT MANAGEMENT	0.39%	2.72M	59.8M	-74.6K	-2.67%
Jun 30, 2025	UBS GROUP AG	1.02%	7.06M	155.11M	2.04M	+40.64%
Jun 30, 2025		0.15%	1.06M	23.17M	56.53K	+5.66%
Jun 30, 2025	SAGE ADVISORS, LLC	0.15%	1.06M	23.17M	56.53K	+5.66%
Jun 30, 2025	PARALLAX VOLATILITY ADVISERS, L.P.	0.23%	1.59M	34.92M	1.09M	+218.00%
Jun 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.23%	1.61M	35.29M	77.6K	+5.07%
Jun 30, 2025	EVERCORE WEALTH MANAGEMENT, LLC	0.24%	1.67M	36.59M	1.18M	+241.83%
Jun 30, 2025	GENERALI ASSET MANAGEMENT SPA SGR	0.73%	5.05M	110.94M	-867.69K	-14.66%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	6.3%	43.82M	877.2K	43.82M	+100.00%
Jun 30, 2025	PARTNERS GROUP HOLDING AG	0.24%	1.69M	37.03M	33.54K	+2.03%
Jun 30, 2025	ARES MANAGEMENT LLC	0.27%	1.86M	40.89M	-26.72K	-1.41%
Jun 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.43%	3M	65.91M	-626.68K	-17.27%
Jun 30, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.44%	3.03M	66.57M	56.44K	+1.90%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.39%	2.73M	59.96M	-281.32K	-9.34%
Jun 30, 2025	FMR LLC	0.4%	2.79M	61.24M	-767.48K	-21.58%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.41%	2.86M	62.73M	235.23K	+8.97%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.47%	3.3M	72.45M	-416.4K	-11.21%
Jun 30, 2025	ROYAL BANK OF CANADA	0.52%	3.58M	78.61M	19.04K	+0.53%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.55%	3.79M	83.35M	225.98K	+6.33%
Jun 30, 2025	LPL FINANCIAL LLC	0.55%	3.83M	84.21M	266.82K	+7.48%
Jun 30, 2025	JPMORGAN CHASE & CO	0.92%	6.4M	140.65M	1.01M	+18.64%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.08%	564.3K	13.02M	26.26K	+4.88%
Jun 30, 2025	PALISADE CAPITAL MANAGEMENT, LP	0.08%	570.34K	12.52M	-9.64K	-1.66%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.08%	579.32K	12.72M	155.48K	+36.68%
Jun 30, 2025	VISTA FINANCE, LLC	0.08%	583.8K	12.82M	35.61K	+6.50%
Jun 30, 2025	NAN FUNG TRINITY (HK) LTD	0.12%	852.1K	18.71M	204.3K	+31.54%
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	0.13%	884.87K	19.43M	-751K	-45.91%
Jun 30, 2025	SPINNAKER TRUST	0.13%	904.3K	19.86M	390.32K	+75.94%
Jun 30, 2025	GILBERT & COOK, INC.	0.14%	1.01M	22.1M	-336.3K	-25.04%
Jun 30, 2025	LIDO ADVISORS, LLC	0.08%	588.32K	12.92M	226.46K	+62.58%
Jun 30, 2025	CENTIVA CAPITAL, LP	0.09%	625.5K	13.74M	575.5K	+1,151.00%
Jun 30, 2025	QVT FINANCIAL LP	0.09%	625.9K	13.74M	625.9K	+100.00%
Jun 30, 2025	NAVITER WEALTH, LLC	0.1%	662.02K	14.54M	-21.28K	-3.11%
Jun 30, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0.1%	684.87K	15.04M	-37.87K	-5.24%
Jun 30, 2025	NORTHEAST FINANCIAL CONSULTANTS INC	0.11%	748.8K	16.44M	-108.61K	-12.67%
Jun 30, 2025	SIGMA INVESTMENT COUNSELORS INC	0.11%	750.27K	16.48M	27.86K	+3.86%
Jun 30, 2025	MELIA WEALTH LLC	0.11%	779.67K	17.12M	27.04K	+3.59%
Jun 30, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0.12%	819.24K	17.99M	410.67K	+100.51%
Jun 30, 2025	TECTONIC ADVISORS LLC	0.08%	535.16K	11.75M	67.2K	+14.36%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.08%	535.53K	11.76M	4.03K	+0.76%
Jun 30, 2025	DENALI ADVISORS LLC	0.08%	563.45K	12.37M	-13.11K	-2.27%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	2.03M	45.98M	75.69K	+3.88%
Jun 30, 2025	PROGENY 3, INC.	0.31%	2.13M	46.68M	0	0
Jun 30, 2025	OMERS ADMINISTRATION CORP	0.34%	2.34M	51.44M	849.1K	+56.86%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.43%	3M	65.92M	281.63K	+10.35%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.17%	1.12M	24.93M	88.1K	+8.50%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	1.91%	12.94M	286.82M	-1.2M	-8.50%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.18%	7.97M	176.66M	20.32K	+0.26%
Mar 31, 2025	STEPHENS INC /AR/	0.18%	1.25M	27.7M	107.23K	+9.38%
Mar 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.17%	1.14M	25.36M	101.74K	+9.76%
Mar 31, 2025	CITADEL ADVISORS LLC	0.17%	1.13M	25M	193.3K	+20.68%
Mar 31, 2025	GILBERT & COOK, INC.	0.2%	1.34M	29.76M	-224.37K	-14.32%
Mar 31, 2025	BRUNI J V & CO /CO	0.2%	1.34M	29.7M	-23.32K	-1.71%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	1.26M	27.92M	124.2K	+10.94%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	1.08M	23.84M	67.6K	+6.70%
Mar 31, 2025	MORGAN STANLEY	2.59%	17.53M	388.56M	2.7M	+18.17%
Mar 31, 2025	CITIGROUP INC	0.28%	1.9M	42.1M	1M	+111.11%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	1.85M	41.11M	583.36K	+45.88%
Mar 31, 2025	MUZINICH & CO., INC.	0.17%	1.13M	24.94M	163.42K	+16.99%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.16%	1.1M	24.47M	165.77K	+17.66%
Mar 31, 2025		0.15%	998.49K	22.13M	33.8K	+3.50%
Mar 31, 2025	UBS GROUP AG	0.74%	5.02M	111.3M	2.17M	+76.13%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.7%	4.7M	104.23M	50.87K	+1.09%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.45%	3.01M	66.74M	333.36K	+12.45%
Mar 31, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.44%	2.98M	65.93M	230.92K	+8.41%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.4%	2.72M	60.28M	63.08K	+2.37%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.39%	2.62M	58.08M	1.22M	+87.15%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.37%	2.52M	55.95M	191.25K	+8.20%
Mar 31, 2025	BLACKROCK, INC.	0.36%	2.43M	53.8M	-11.81K	-0.48%
Mar 31, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.27%	1.85M	41M	0	0
Mar 31, 2025	PARTNERS GROUP HOLDING AG	0.24%	1.65M	36.62M	56.14K	+3.52%
Mar 31, 2025	1832 ASSET MANAGEMENT L.P.	0.24%	1.64M	36.25M	921.09K	+128.86%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.29%	1.94M	43.08M	1.15M	+145.60%
Mar 31, 2025	ARES MANAGEMENT LLC	0.28%	1.89M	41.85M	-8.87K	-0.47%
Mar 31, 2025	CAPITAL ADVISORS INC/OK	0.23%	1.53M	33.92M	49.11K	+3.31%
Mar 31, 2025	JPMORGAN CHASE & CO	0.8%	5.4M	119.63M	1.13M	+26.47%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.53%	3.57M	79.07M	-156.01K	-4.19%
Mar 31, 2025	LPL FINANCIAL LLC	0.53%	3.57M	79.06M	293.44K	+8.96%
Mar 31, 2025	ROYAL BANK OF CANADA	0.53%	3.56M	78.9M	-530.19K	-12.96%
Mar 31, 2025	FMR LLC	0.53%	3.56M	78.81M	-449.04K	-11.21%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.42%	2.84M	62.82M	358.83K	+14.49%
Mar 31, 2025	CCLA INVESTMENT MANAGEMENT	0.41%	2.8M	62.03M	587.07K	+26.54%
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	0.35%	2.38M	52.71M	64.57K	+2.79%
Mar 31, 2025	PROGENY 3, INC.	0.31%	2.13M	47.11M	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.57%	3.84M	85.18M	278.6K	+7.81%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.56%	3.78M	83.66M	-37.77K	-0.99%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.55%	3.72M	82.33M	2.41M	+185.25%
Mar 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.54%	3.63M	80.4M	104.34K	+2.96%
Mar 31, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.23%	1.53M	33.9M	130.6K	+9.34%
Mar 31, 2025	OMERS ADMINISTRATION CORP	0.22%	1.49M	33.09M	138.1K	+10.19%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.21%	1.44M	31.89M	789.5K	+121.52%
Mar 31, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.21%	1.43M	31.72M	-79.17K	-5.24%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.19%	1.26M	27.9M	-253K	-16.73%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	1.95M	43.21M	167.79K	+9.41%
Mar 31, 2024	NAVITER WEALTH, LLC	0.14%	779.52K	16.23M	-193.75K	-19.91%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.7%	4.14M	86.23M	4.14M	+100.00%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.14%	775.64K	16.15M	122.95K	+18.84%
Mar 31, 2024	OMERS ADMINISTRATION CORP	0.69%	4.06M	84.62M	91.59K	+2.31%
Mar 31, 2024	LPL FINANCIAL LLC	0.56%	3.22M	67.02M	228.86K	+7.65%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.55%	3.13M	65.24M	14.03K	+0.45%
Mar 31, 2024	ADVISORS CAPITAL MANAGEMENT, LLC	0.52%	3.1M	64.52M	223.25K	+7.76%
Mar 31, 2024	ARES MANAGEMENT LLC	0.37%	2.21M	46.08M	290.61K	+15.11%
Mar 31, 2024	JPMORGAN CHASE & CO	0.32%	1.84M	38.28M	66K	+3.72%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.13%	793.51K	16.52M	-4.27K	-0.54%
Mar 31, 2024	BAILLIE GIFFORD & CO	0.2%	1.18M	24.64M	179.77K	+17.91%
Mar 31, 2024	ALLEN INVESTMENT MANAGEMENT LLC	0.28%	1.66M	34.65M	417.54K	+33.49%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.3%	1.74M	36.32M	0	0
Mar 31, 2024	MUZINICH & CO., INC.	0.14%	810.99K	16.24M	0	0
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.14%	820.39K	17.08M	494.09K	+151.42%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.15%	852.12K	17.75M	2.94K	+0.35%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	854.65K	17.79M	25.87K	+3.12%
Mar 31, 2024	NOMURA ASSET MANAGEMENT CO LTD	0.26%	1.55M	32.37M	18.64K	+1.21%
Mar 31, 2024	CCLA INVESTMENT MANAGEMENT	0.28%	1.67M	34.3M	-379.79K	-18.55%
Mar 31, 2024	BLACKROCK INC.	0.31%	1.78M	37M	260.7K	+17.19%
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	0.35%	2.06M	42.89M	105.28K	+5.39%
Mar 31, 2024	UBS GROUP AG	0.39%	2.21M	46.01M	-833.99K	-27.40%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.39%	2.22M	46.28M	73.15K	+3.40%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.85%	5.03M	104.73M	257.2K	+5.39%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	1.64%	9.72M	202.37M	1.44M	+17.36%
Mar 31, 2024	PARTNERS GROUP HOLDING AG	0.15%	906.49K	18.87M	326.18K	+56.21%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.16%	919.64K	19.15M	87.45K	+10.51%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	954.35K	19.87M	954.35K	+100.00%
Mar 31, 2024	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.17%	1.01M	21.1M	-20.2K	-1.95%
Mar 31, 2024	STEPHENS INC /AR/	0.18%	1.05M	21.87M	-383	-0.04%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.18%	1.02M	21.23M	-3.31M	-76.44%
Mar 31, 2024	CLEARBRIDGE INVESTMENTS, LLC	0.2%	1.16M	24.16M	-1.49K	-0.13%
Mar 31, 2024	PARALLAX VOLATILITY ADVISERS, L.P.	0.21%	1.18M	24.52M	-672.1K	-36.33%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.23%	1.29M	26.86M	-324.22K	-20.08%
Mar 31, 2024	1832 ASSET MANAGEMENT L.P.	0.23%	1.35M	28.19M	467.54K	+52.74%
Mar 31, 2024	BRUNI J V & CO /CO	0.24%	1.4M	29.11M	116	+0.01%
Mar 31, 2024	GILBERT & COOK, INC.	0.24%	1.4M	29.25M	19.94K	+1.44%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.25%	1.42M	29.57M	-46.3K	-3.16%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.25%	1.45M	30.18M	222.01K	+18.09%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	1.46M	30.3M	122K	+9.15%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	1.52M	31.7M	222.21K	+17.09%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.29%	1.68M	34.94M	118.9K	+7.63%
Mar 31, 2024	PROGENY 3, INC.	0.32%	1.9M	39.46M	0	0
Mar 31, 2024	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.35%	2.05M	42.56M	0	0
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.44%	2.54M	52.87M	-2.13M	-45.67%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.69%	3.96M	82.39M	181.62K	+4.81%
Mar 31, 2024	FMR LLC	0.96%	5.47M	113.83M	4.47M	+447.72%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.08%	6.18M	128.61M	247.42K	+4.17%
Mar 31, 2024	CAPITAL ADVISORS INC/OK	0.21%	1.26M	26.21M	83.82K	+7.13%
Mar 31, 2024	ROYAL BANK OF CANADA	1.16%	6.66M	138.62M	-4.61M	-40.92%
Mar 31, 2024	MORGAN STANLEY	2.59%	14.8M	308.2M	1.12M	+8.20%
Mar 31, 2024	SIGMA INVESTMENT COUNSELORS INC	0.1%	574.98K	11.97M	563.42K	+4,876.01%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.1%	582.58K	12.13M	29.67K	+5.37%
Mar 31, 2024	MCKINLEY CAPITAL MANAGEMENT LLC	0.1%	583.51K	12.15M	-12.63K	-2.12%
Mar 31, 2024	TCW GROUP INC	0.1%	586.98K	12.22M	0	0
Mar 31, 2024	CHARTWELL INVESTMENT PARTNERS, LLC	0.11%	609.56K	12.69M	589	+0.10%
Mar 31, 2024	MACKAY SHIELDS LLC	0.11%	610.22K	12.7M	610.22K	+100.00%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.12%	690.99K	14.39M	56.57K	+8.92%
Mar 31, 2024	CREDIT SUISSE AG/	0.12%	698.67K	14.55M	255.89K	+57.79%
Mar 31, 2024	MELIA WEALTH LLC	0.12%	701.16K	14.6M	2.63K	+0.38%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.12%	703.35K	14.64M	98.71K	+16.32%
Mar 31, 2024	LGT CAPITAL PARTNERS LTD.	0.12%	705.58K	14.69M	38.08K	+5.70%
Mar 31, 2024	EDGEMOOR INVESTMENT ADVISORS, INC.	0.12%	709.07K	14.76M	29.73K	+4.38%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.13%	766.93K	15.97M	17.05K	+2.27%
Dec 31, 2023	ADVISORS CAPITAL MANAGEMENT, LLC	0.52%	2.88M	57.6M	-167.32K	-5.50%
Dec 31, 2023	EDGEMOOR INVESTMENT ADVISORS, INC.	0.12%	679.34K	13.61M	-5.99K	-0.87%
Dec 31, 2023		0.13%	698.53K	13.99M	698.53K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.14%	749.88K	15.02M	11.27K	+1.53%
Dec 31, 2023	CLIFFWATER LLC	0.14%	779.95K	15.62M	-98.55K	-11.22%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.14%	797.78K	15.98M	-287	-0.04%
Dec 31, 2023	MUZINICH & CO., INC.	0.15%	810.99K	16.24M	-2.27K	-0.28%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	828.78K	16.6M	36.64K	+4.62%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.15%	832.19K	16.67M	-19.23K	-2.26%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.15%	849.17K	17M	-2.2K	-0.26%
Dec 31, 2023	1832 ASSET MANAGEMENT L.P.	0.16%	886.56K	17.76M	-103.5K	-10.45%
Dec 31, 2023	NAVITER WEALTH, LLC	0.18%	973.27K	19.49M	174.99K	+21.92%
Dec 31, 2023	FMR LLC	0.18%	998.22K	19.99M	997.17K	+95,332.12%
Dec 31, 2023	BAILLIE GIFFORD & CO	0.18%	1M	20.11M	-41.59K	-3.98%
Dec 31, 2023	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.19%	1.03M	20.7M	-10.51K	-1.01%
Dec 31, 2023	STEPHENS INC /AR/	0.19%	1.05M	21.05M	-44.06K	-4.02%
Dec 31, 2023	CLEARBRIDGE INVESTMENTS, LLC	0.21%	1.16M	23.28M	-1.45K	-0.12%
Dec 31, 2023	CAPITAL ADVISORS INC/OK	0.21%	1.17M	23.53M	124.78K	+11.88%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.22%	1.23M	24.59M	475.4K	+63.22%
Dec 31, 2023	ALLEN INVESTMENT MANAGEMENT LLC	0.23%	1.25M	24.97M	192.09K	+18.21%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	1.3M	26.05M	7.19K	+0.56%
Dec 31, 2023	GILBERT & COOK, INC.	0.25%	1.38M	27.74M	85.56K	+6.59%
Dec 31, 2023	BRUNI J V & CO /CO	0.25%	1.4M	28.01M	6K	+0.43%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.26%	1.47M	29.37M	181.77K	+14.15%
Dec 31, 2023	BLACKROCK INC.	0.27%	1.52M	30.37M	36.9K	+2.49%
Dec 31, 2023	NOMURA ASSET MANAGEMENT CO LTD	0.28%	1.54M	30.77M	157.25K	+11.40%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.28%	1.56M	31.23M	28.6K	+1.87%
Dec 31, 2023	CITADEL ADVISORS LLC	0.28%	1.57M	31.51M	953.09K	+153.67%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.29%	1.61M	32.33M	-488.03K	-23.21%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.31%	1.74M	34.94M	-53.21K	-2.96%
Dec 31, 2023	JPMORGAN CHASE & CO	0.32%	1.77M	35.51M	402.21K	+29.34%
Dec 31, 2023	PARALLAX VOLATILITY ADVISERS, L.P.	0.33%	1.85M	37.06M	0	0
Dec 31, 2023	PROGENY 3, INC.	0.34%	1.9M	37.96M	106.1K	+5.93%
Dec 31, 2023	ARES MANAGEMENT LLC	0.35%	1.92M	38.51M	93.15K	+5.09%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	0.35%	1.95M	39.15M	66.88K	+3.54%
Dec 31, 2023	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.37%	2.05M	40.97M	-100K	-4.66%
Dec 31, 2023	CCLA INVESTMENT MANAGEMENT	0.37%	2.05M	41.11M	24.3K	+1.20%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.39%	2.15M	43.06M	29.42K	+1.39%
Dec 31, 2023	LPL FINANCIAL LLC	0.54%	2.99M	59.9M	73.74K	+2.53%
Dec 31, 2023	UBS GROUP AG	0.55%	3.04M	60.97M	692.63K	+29.46%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.56%	3.12M	62.48M	67.66K	+2.22%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.68%	3.78M	75.62M	-10.5K	-0.28%
Dec 31, 2023	OMERS ADMINISTRATION CORP	0.72%	3.97M	79.58M	-382.11K	-8.77%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.78%	4.33M	86.7M	-253.49K	-5.53%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.84%	4.67M	93.63M	-159.5K	-3.30%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.86%	4.77M	95.61M	360.86K	+8.18%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.07%	5.93M	118.77M	155.74K	+2.70%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	1.5%	8.28M	165.89M	840.82K	+11.30%
Dec 31, 2023	ROYAL BANK OF CANADA	2.03%	11.27M	225.72M	-898.18K	-7.38%
Dec 31, 2023	MORGAN STANLEY	2.47%	13.68M	274.04M	1.77M	+14.90%
Sep 30, 2023	STIFEL FINANCIAL CORP	0.39%	2.12M	-	48.15K	+2.32%
Sep 30, 2023	BAIRD FINANCIAL GROUP, INC.	0.12%	658.43K	-	43.59K	+7.09%
Sep 30, 2023	TCW GROUP INC	0.13%	684.89K	-	0	0
Sep 30, 2023	EDGEMOOR INVESTMENT ADVISORS, INC.	0.13%	685.33K	-	4.9K	+0.72%
Sep 30, 2023	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.13%	699.27K	-	579.58K	+484.26%
Sep 30, 2023	D.A. DAVIDSON & CO.	0.13%	729.27K	-	117.95K	+19.29%
Sep 30, 2023	RAYMOND JAMES & ASSOCIATES	0.14%	738.61K	-	4.11K	+0.56%
Sep 30, 2023	GOLDMAN SACHS GROUP INC	0.14%	752.02K	-	118.29K	+18.67%
Sep 30, 2023	BANK OF NEW YORK MELLON CORP	0.14%	763.74K	-	-437.46K	-36.42%
Sep 30, 2023	NORTHERN TRUST CORP	0.14%	784.42K	-	96.94K	+14.10%
Sep 30, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	792.14K	-	18.7K	+2.42%
Sep 30, 2023	MORGAN STANLEY	2.18%	11.91M	-	656.72K	+5.84%
Sep 30, 2023	VAN ECK ASSOCIATES CORP	1.36%	7.44M	-	708.57K	+10.52%
Sep 30, 2023	TWO SIGMA ADVISERS, LP	0.88%	4.83M	-	2.15M	+80.34%
Sep 30, 2023	TWO SIGMA INVESTMENTS, LP	0.84%	4.58M	-	2.1M	+84.53%
Sep 30, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.15%	798.07K	-	-34.98K	-4.20%
Sep 30, 2023	NAVITER WEALTH, LLC	0.15%	798.28K	-	77.96K	+10.82%
Sep 30, 2023	OMERS ADMINISTRATION CORP	0.8%	4.35M	-	-476.15K	-9.86%
Sep 30, 2023	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.78%	4.29M	-	-155.73K	-3.50%
Sep 30, 2023	AMERIPRISE FINANCIAL INC	0.69%	3.79M	-	-32.86K	-0.86%
Sep 30, 2023	WELLS FARGO & COMPANY/MN	0.56%	3.05M	-	-586.91K	-16.13%
Sep 30, 2023	ADVISORS CAPITAL MANAGEMENT, LLC	0.56%	3.04M	-	23.28K	+0.77%
Sep 30, 2023	LPL FINANCIAL LLC	0.53%	2.92M	-	318.44K	+12.26%
Sep 30, 2023	UBS GROUP AG	0.43%	2.35M	-	-234.63K	-9.07%
Sep 30, 2023	MUZINICH & CO., INC.	0.15%	813.26K	-	-34.98K	-4.12%
Sep 30, 2023	HIGHTOWER ADVISORS, LLC	0.16%	851.38K	-	-37.26K	-4.19%
Sep 30, 2023	JANNEY MONTGOMERY SCOTT LLC	0.16%	851.43K	-	42.47K	+5.25%
Sep 30, 2023	CLIFFWATER LLC	0.16%	878.5K	-	191.3K	+27.84%
Sep 30, 2023	ROYAL BANK OF CANADA	2.22%	12.17M	-	167.83K	+1.40%
Sep 30, 2023	FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	0.16%	897.57K	-	-3.17K	-0.35%
Sep 30, 2023	1832 ASSET MANAGEMENT L.P.	0.18%	990.06K	-	16.41K	+1.69%
Sep 30, 2023	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.19%	1.04M	-	337	+0.03%
Sep 30, 2023	BAILLIE GIFFORD & CO	0.19%	1.05M	-	-346.77K	-24.91%
Sep 30, 2023	CAPITAL ADVISORS INC/OK	0.19%	1.05M	-	32.1K	+3.15%
Sep 30, 2023	ALLEN INVESTMENT MANAGEMENT LLC	0.19%	1.05M	-	532.96K	+102.15%
Sep 30, 2023	STEPHENS INC /AR/	0.2%	1.09M	-	-46.82K	-4.10%
Sep 30, 2023	CLEARBRIDGE INVESTMENTS, LLC	0.21%	1.16M	-	-1.72K	-0.15%
Sep 30, 2023	ENVESTNET ASSET MANAGEMENT INC	0.23%	1.28M	-	230.22K	+21.83%
Sep 30, 2023	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.39%	2.15M	-	-150K	-6.53%
Sep 30, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	1.29M	-	-33.98K	-2.56%
Sep 30, 2023	GILBERT & COOK, INC.	0.24%	1.3M	-	59.71K	+4.82%
Sep 30, 2023	NOMURA ASSET MANAGEMENT CO LTD	0.25%	1.38M	-	59.81K	+4.53%
Sep 30, 2023	BRUNI J V & CO /CO	0.25%	1.39M	-	15.65K	+1.14%
Sep 30, 2023	BLACKROCK INC.	0.27%	1.48M	-	-1.34M	-47.52%
Sep 30, 2023	LSV ASSET MANAGEMENT	0.33%	1.8M	-	-42.22K	-2.29%
Sep 30, 2023	ARES MANAGEMENT LLC	0.33%	1.83M	-	-233.65K	-11.32%
Sep 30, 2023	PARALLAX VOLATILITY ADVISERS, L.P.	0.34%	1.85M	-	500K	+37.04%
Sep 30, 2023	SOUND INCOME STRATEGIES, LLC	0.35%	1.89M	-	53.78K	+2.93%
Sep 30, 2023	CCLA INVESTMENT MANAGEMENT	0.37%	2.02M	-	0	0
Sep 30, 2023	ADVISOR GROUP HOLDINGS, INC.	0.38%	2.1M	-	810.27K	+62.71%

Insiders

Among the ARCC insiders holding of 0.55% of the stake in company, AROUGHETI MICHAEL J, Executive Vice President, holds the largest shares of 1.78M. DEVEER R. KIPP, Chief Executive Officer, is the second largest ARCC insider with ownership of 300K shares. GOLDSTEIN MITCHELL S, Co-President, stands third with possession of 195.36K shares of that stake.

Insiders	Designation	Shares Held
AROUGHETI MICHAEL J	Executive Vice President	1.78M
DEVEER R. KIPP	Chief Executive Officer	300K
GOLDSTEIN MITCHELL S	Co-President	195.36K
SMITH MICHAEL LEWIS	Co-President	89K
ROLL PENELOPE F	Chief Financial Officer	60.5K
ROSEN ROBERT L	director	48.01K
MCKEEVER STEVEN B.		44.94K
SIEGEL ERIC B	director	42.73K
MILLER JAMES ROBERT	Co-President	40K
KELLY DANIEL G JR	director	30.51K
BATES ANN TORRE	director	30K
SCHNABEL MICHAEL KORT	Chief Executive Officer	28K
BARTLETT STEVE	director	27.28K
PARKS MICHAEL K	director	21.2K
HENSON MARY BETH		20K
BLOOMSTEIN JOSHUA M	General Counsel, VP & Sec.	16.5K
LEM SCOTT C	CAO, VP & Treasurer	16.29K
TORRE BATES ANN	director	8K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 31, 2025	SCHNABEL MICHAEL KORT	PURCHASE	20.39	13K	265.07K	28K
Mar 03, 2025	MILLER JAMES ROBERT	PURCHASE	23.32	40K	932.8K	40K
Feb 11, 2025	BATES ANN TORRE	PURCHASE	22.75	6K	136.5K	30K
May 02, 2023	SCHNABEL MICHAEL KORT	PURCHASE	17.84	15K	267.6K	15K
Mar 16, 2023	ROLL PENELOPE F	PURCHASE	17.44	3K	52.32K	60.5K
Mar 15, 2023	ROLL PENELOPE F	PURCHASE	17.50	3K	52.5K	57.5K
Sep 14, 2022	ROLL PENELOPE F	PURCHASE	19.04	2.5K	47.6K	54.5K
Aug 31, 2022	HENSON MARY BETH	PURCHASE	19.77	9K	177.93K	20K
Aug 03, 2022	ROLL PENELOPE F	PURCHASE	19.77	25K	494.25K	52K
Jun 15, 2022	MCKEEVER STEVEN B.	PURCHASE	17.95	2.78K	49.81K	44.94K
Jun 14, 2022	AROUGHETI MICHAEL J	PURCHASE	17.75	300K	5.33M	1.78M
Jun 01, 2022	HENSON MARY BETH	PURCHASE	19.62	5K	98.1K	11K
May 19, 2022	SMITH MICHAEL LEWIS	PURCHASE	18.64	54K	1.01M	89K
Mar 14, 2022	HENSON MARY BETH	PURCHASE	20.05	6K	120.3K	6K
Dec 14, 2021	ROLL PENELOPE F	SALE	19.96	25.81K	515.07K	27K
Nov 23, 2020	ROLL PENELOPE F	SALE	16.54	7K	115.78K	52.81K
Oct 30, 2020	BLOOMSTEIN JOSHUA M	PURCHASE	13.75	3K	41.25K	16.5K
Oct 28, 2020	AROUGHETI MICHAEL J	PURCHASE	13.92	10K	139.2K	1.31M
Oct 28, 2020	BLOOMSTEIN JOSHUA M	PURCHASE	13.82	2K	27.64K	13.5K
Oct 28, 2020	DEVEER R. KIPP	PURCHASE	13.98	75K	1.05M	300K
Sep 14, 2020	SMITH MICHAEL LEWIS	PURCHASE	14.25	35K	498.75K	35K
Sep 11, 2020	PARKS MICHAEL K	PURCHASE	14.58	2.5K	36.45K	21.2K
Sep 11, 2020	SIEGEL ERIC B	PURCHASE	14.50	1.82K	26.33K	42.73K
Sep 09, 2020	PARKS MICHAEL K	PURCHASE	14.10	5K	70.5K	18.7K
Aug 19, 2020	ROSEN ROBERT L	PURCHASE	14.17	5K	70.85K	48.01K
Aug 18, 2020	ROSEN ROBERT L	PURCHASE	14.38	2.5K	35.95K	43.01K
Aug 18, 2020	PARKS MICHAEL K	PURCHASE	14.23	2K	28.46K	13.7K
Aug 17, 2020	PARKS MICHAEL K	PURCHASE	14.31	3K	42.93K	11.7K
Aug 17, 2020	ROSEN ROBERT L	PURCHASE	14.22	2.5K	35.55K	40.51K
Jun 12, 2020	PARKS MICHAEL K	PURCHASE	14.62	2K	29.24K	8.52K
Jun 11, 2020	PARKS MICHAEL K	PURCHASE	14.71	2K	29.42K	6.52K
May 06, 2020	ROLL PENELOPE F	PURCHASE	13.28	500	6.64K	59.81K
Mar 13, 2020	MCKEEVER STEVEN B.	PURCHASE	13.71	1.8K	24.68K	34.11K
Mar 12, 2020	ROLL PENELOPE F	PURCHASE	14.34	1K	14.34K	59.31K
Mar 12, 2020	MCKEEVER STEVEN B.	PURCHASE	14.57	3.38K	49.17K	32.31K
Dec 05, 2019	MCKEEVER STEVEN B.	PURCHASE	18.75	3K	56.25K	28.32K
Nov 01, 2019	BARTLETT STEVE	PURCHASE	18.39	542	9.97K	27.28K
Oct 31, 2019	BARTLETT STEVE	PURCHASE	18.35	14.18K	260.15K	26.73K
Aug 14, 2019	MCKEEVER STEVEN B.	PURCHASE	18.42	5.43K	99.93K	24.8K
Aug 06, 2019	ROLL PENELOPE F	PURCHASE	18.36	2K	36.72K	58.31K
Aug 01, 2019	KELLY DANIEL G JR	PURCHASE	18.44	6K	110.64K	30.51K
Jun 20, 2019	BARTLETT STEVE	PURCHASE	18.00	200	3.6K	12.27K
Jun 10, 2019	KELLY DANIEL G JR	PURCHASE	18.01	4.5K	81.05K	23.95K
May 20, 2019	BARTLETT STEVE	PURCHASE	17.77	200	3.55K	12.07K
May 15, 2019	TORRE BATES ANN	PURCHASE	17.61	5.73K	100.82K	8K
May 13, 2019	MCKEEVER STEVEN B.	PURCHASE	17.52	5.64K	98.81K	19.37K
Apr 22, 2019	BARTLETT STEVE	PURCHASE	17.32	200	3.46K	11.6K
Mar 20, 2019	BARTLETT STEVE	PURCHASE	16.95	200	3.39K	11.4K
Feb 20, 2019	BARTLETT STEVE	PURCHASE	17.12	200	3.42K	11.2K
Jan 22, 2019	BARTLETT STEVE	PURCHASE	16.17	200	3.23K	11K
Dec 20, 2018	BARTLETT STEVE	PURCHASE	15.40	200	3.08K	10.8K
Dec 14, 2018	DEVEER R. KIPP	PURCHASE	16.02	50K	801K	225K
Nov 20, 2018	BARTLETT STEVE	PURCHASE	17.08	200	3.42K	10.6K
Nov 20, 2018	ROLL PENELOPE F	SALE	16.76	6K	100.56K	56.31K
Oct 22, 2018	BARTLETT STEVE	PURCHASE	16.30	200	3.26K	10.4K
Sep 20, 2018	BARTLETT STEVE	PURCHASE	17.18	200	3.44K	10.2K
Sep 12, 2018	SIEGEL ERIC B	PURCHASE	17.32	990	17.15K	2.07K
Aug 29, 2018	TORRE BATES ANN	PURCHASE	17.44	9K	156.96K	20K
Aug 20, 2018	BARTLETT STEVE	PURCHASE	17.36	200	3.47K	10K
May 21, 2018	BARTLETT STEVE	PURCHASE	16.59	200	3.32K	9.8K
Apr 23, 2018	BARTLETT STEVE	PURCHASE	16.02	200	3.2K	9.6K
Mar 26, 2018	BARTLETT STEVE	PURCHASE	15.96	200	3.19K	9.4K
Mar 15, 2018	AROUGHETI MICHAEL J	PURCHASE	15.60	25K	390K	984.54K
Feb 26, 2018	BARTLETT STEVE	PURCHASE	15.89	200	3.18K	9.2K
Feb 15, 2018	ROLL PENELOPE F	PURCHASE	15.81	3K	47.43K	11.15K
Jan 23, 2018	BARTLETT STEVE	PURCHASE	16.21	200	3.24K	9K
Dec 21, 2017	BARTLETT STEVE	PURCHASE	15.73	200	3.15K	8.8K
Nov 21, 2017	BARTLETT STEVE	PURCHASE	16.32	200	3.26K	8.6K
Nov 03, 2017	AROUGHETI MICHAEL J	PURCHASE	15.85	8.37K	132.59K	937.05K
Oct 25, 2017	BARTLETT STEVE	PURCHASE	16.60	200	3.32K	8.4K
Sep 25, 2017	BARTLETT STEVE	PURCHASE	15.77	200	3.15K	8.2K
Aug 24, 2017	BARTLETT STEVE	PURCHASE	16.12	200	3.22K	8K
Jul 24, 2017	BARTLETT STEVE	PURCHASE	16.48	200	3.3K	7.8K
Jun 22, 2017	BARTLETT STEVE	PURCHASE	16.21	200	3.24K	7.6K
Mar 16, 2017	BARTLETT STEVE	PURCHASE	17.29	200	3.46K	7.4K
Dec 20, 2016	BARTLETT STEVE	PURCHASE	16.00	200	3.2K	7.2K
Nov 21, 2016	BARTLETT STEVE	PURCHASE	15.78	200	3.16K	7K
Nov 04, 2016	KELLY DANIEL G JR	PURCHASE	15.33	7.5K	114.98K	15.39K
Oct 20, 2016	BARTLETT STEVE	PURCHASE	15.37	200	3.07K	6.8K
Sep 20, 2016	BARTLETT STEVE	PURCHASE	15.60	200	3.12K	6.6K
Aug 22, 2016	BARTLETT STEVE	PURCHASE	15.72	200	3.14K	6.4K
Aug 15, 2016	GOLDSTEIN MITCHELL S	PURCHASE	15.45	6.47K	99.99K	195.36K
Jul 20, 2016	BARTLETT STEVE	PURCHASE	14.77	200	2.95K	6.2K
Jun 20, 2016	BARTLETT STEVE	PURCHASE	14.20	200	2.84K	6K
May 20, 2016	BARTLETT STEVE	PURCHASE	15.12	200	3.02K	5.8K
Apr 20, 2016	BARTLETT STEVE	PURCHASE	15.05	200	3.01K	5.6K
Mar 21, 2016	BARTLETT STEVE	PURCHASE	14.26	200	2.85K	5.4K
Mar 11, 2016	DEVEER R. KIPP	PURCHASE	13.90	40K	556K	175K
Mar 08, 2016	LEM SCOTT C	PURCHASE	14.00	1.8K	25.2K	16.29K
Feb 26, 2016	AROUGHETI MICHAEL J	PURCHASE	13.55	90K	1.22M	786.88K
Feb 25, 2016	GOLDSTEIN MITCHELL S	PURCHASE	12.97	19.2K	249.02K	182.74K
Feb 22, 2016	BARTLETT STEVE	PURCHASE	12.85	100	1.29K	5.2K
Jan 20, 2016	BARTLETT STEVE	PURCHASE	13.20	100	1.32K	5.1K
Dec 21, 2015	BARTLETT STEVE	PURCHASE	14.08	100	1.41K	5K
Dec 14, 2015	SIEGEL ERIC B	PURCHASE	13.87	5.11K	70.88K	24.4K
Nov 20, 2015	BARTLETT STEVE	PURCHASE	15.74	100	1.57K	4.9K
Oct 20, 2015	BARTLETT STEVE	PURCHASE	15.22	100	1.52K	4.8K
Sep 21, 2015	BARTLETT STEVE	PURCHASE	14.80	100	1.48K	4.7K
Sep 14, 2015	TORRE BATES ANN	PURCHASE	14.87	8.13K	120.83K	11K
Aug 26, 2015	GOLDSTEIN MITCHELL S	PURCHASE	14.80	6.76K	100.05K	157.89K
Aug 24, 2015	SMITH MICHAEL LEWIS	PURCHASE	14.73	25K	368.25K	151.01K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE13K1

SALES00

NET SHARES13K1

SHARES HELD28K1

% NET SHARES-53.57%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

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

0.55% Percentage of Shares held by All Insiders

32.97% Percentage of Shares held by All Institutions

33.15% Percentage of Float held by Institutions

939

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	SIGMA INVESTMENT COUNSELORS INC	0.11%	770.46K	15.73M	20.19K	+2.69%
Sep 30, 2025	GILBERT & COOK, INC.	0.11%	773.17K	15.78M	-233.43K	-23.19%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.11%	783.48K	15.99M	-38.12K	-4.64%
Sep 30, 2025	MELIA WEALTH LLC	0.12%	801.7K	16.36M	22.03K	+2.83%
Sep 30, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0.12%	821.36K	16.76M	2.13K	+0.26%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	862.36K	17.6M	66.77K	+8.39%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.13%	899.93K	18.37M	27.21K	+3.12%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	972.46K	19.85M	37.15K	+3.97%
Sep 30, 2025	CITIGROUP INC	0.14%	1M	20.41M	0	0
Sep 30, 2025	SAGE ADVISORS, LLC	0.15%	1.03M	21.1M	-21.04K	-1.99%
Sep 30, 2025	SPINNAKER TRUST	0.15%	1.03M	21.12M	130.6K	+14.44%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	1.07M	21.86M	-61.58K	-5.44%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	1.09M	22.21M	-71.63K	-6.18%
Sep 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.17%	1.17M	23.87M	3.47K	+0.30%
Sep 30, 2025	STEPHENS INC /AR/	0.17%	1.17M	23.98M	-66.49K	-5.36%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.17%	1.19M	24.28M	688.22K	+137.30%
Sep 30, 2025	BRUNI J V & CO /CO	0.18%	1.27M	26.01M	-42.4K	-3.22%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	1.16M	23.63M	213.43K	+22.60%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.22%	1.52M	30.97M	257.16K	+20.40%
Sep 30, 2025	CAPITAL ADVISORS INC/OK	0.22%	1.56M	31.74M	11.54K	+0.75%
Sep 30, 2025	GENERALI ASSET MANAGEMENT SPA SGR	0.73%	5.05M	103.11M	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0.9%	6.23M	127.14M	-175.48K	-2.74%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.23%	8.58M	175.03M	-102.32K	-1.18%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.19%	1.29M	26.36M	264.4K	+25.74%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.2%	1.39M	28.38M	272.4K	+24.36%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	1.41M	28.84M	-361.1K	-20.35%
Sep 30, 2025	MUZINICH & CO., INC.	0.24%	1.64M	33.47M	267.06K	+19.45%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.53%	3.68M	75.16M	-114.38K	-3.01%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.24%	1.64M	33.57M	37.52K	+2.33%
Sep 30, 2025	PARALLAX VOLATILITY ADVISERS, L.P.	0.24%	1.69M	34.49M	100.1K	+6.30%
Sep 30, 2025	PARTNERS GROUP HOLDING AG	0.25%	1.77M	36.07M	80.89K	+4.80%
Sep 30, 2025	MARSHALL WACE, LLP	0.26%	1.81M	36.94M	1.81M	+100.00%
Sep 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.27%	1.85M	37.77M	54.83K	+3.05%
Sep 30, 2025	FMR LLC	0.28%	1.97M	40.25M	-816.97K	-29.29%
Sep 30, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.29%	2M	40.82M	100K	+5.26%
Sep 30, 2025	ARES MANAGEMENT LLC	0.3%	2.05M	41.93M	192.46K	+10.34%
Sep 30, 2025	PROGENY 3, INC.	0.31%	2.13M	43.39M	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.31%	2.17M	44.33M	146.27K	+7.22%
Sep 30, 2025	OMERS ADMINISTRATION CORP	0.32%	2.21M	45.01M	-136.81K	-5.84%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.32%	2.26M	46.06M	-473.78K	-17.35%
Sep 30, 2025	EVERCORE WEALTH MANAGEMENT, LLC	0.34%	2.39M	48.81M	724.91K	+43.50%
Sep 30, 2025	CITADEL ADVISORS LLC	0.35%	2.46M	50.29M	2.41M	+4,511.35%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.36%	2.47M	50.5M	-824.5K	-24.99%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0.36%	2.48M	47.33M	23.99K	+0.98%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	2.51M	53.69M	361.28K	+16.81%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.37%	2.57M	52.36M	-472.69K	-15.56%
Sep 30, 2025	NORTHERN TRUST CORP	0.2%	1.42M	28.97M	358.13K	+33.75%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.22%	1.55M	31.64M	179.4K	+13.09%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.38%	2.61M	53.25M	-26.37K	-1.00%
Sep 30, 2025	CCLA INVESTMENT MANAGEMENT	0.39%	2.72M	55.58M	0	0
Sep 30, 2025	INVESCO LTD.	0.4%	2.76M	56.31M	-792.77K	-22.32%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.43%	3.01M	61.5M	156.68K	+5.49%
Sep 30, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.45%	3.14M	63.99M	103.47K	+3.41%
Sep 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.45%	3.14M	64.15M	141.69K	+4.72%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.46%	3.23M	65.86M	225.03K	+7.50%
Sep 30, 2025	BLACKROCK, INC.	0.47%	3.24M	66.15M	77.71K	+2.46%
Sep 30, 2025	ROYAL BANK OF CANADA	0.51%	3.53M	72.06M	-49.16K	-1.37%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.55%	3.79M	77.36M	-2.33K	-0.06%
Sep 30, 2025	LPL FINANCIAL LLC	0.58%	4.07M	82.99M	231.3K	+6.03%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.62%	4.32M	88.25M	-12.95K	-0.30%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.67%	4.65M	94.81M	-309.34K	-6.24%
Sep 30, 2025	UBS GROUP AG	1.14%	7.9M	161.24M	836.83K	+11.85%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	1.87%	13.01M	265.5M	-400	0.00%
Sep 30, 2025	MORGAN STANLEY	2.48%	17.22M	351.4M	1.01M	+6.22%
Sep 30, 2025	NAN FUNG TRINITY (HK) LTD	0.09%	604K	12.33M	-248.1K	-29.12%
Sep 30, 2025	VISTA FINANCE, LLC	0.09%	606.75K	12.38M	22.94K	+3.93%
Sep 30, 2025	NAVITER WEALTH, LLC	0.09%	647.86K	13.26M	-14.16K	-2.14%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.1%	670.39K	13.68M	173.23K	+34.84%
Sep 30, 2025	BARCLAYS PLC	0.1%	701.46K	14.32M	174.44K	+33.10%
Sep 30, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0.1%	704.04K	14.37M	19.17K	+2.80%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.11%	750.1K	15.31M	-443.39K	-37.15%
Jun 30, 2025	MORGAN STANLEY	2.33%	16.21M	355.96B	-1.32M	-7.56%
Jun 30, 2025	RATHBONES GROUP PLC	0.05%	345.01K	7.58M	116.72K	+51.13%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.05%	345.09K	7.58M	-14.24K	-3.96%
Jun 30, 2025	CERITY PARTNERS LLC	0.06%	383.63K	8.42M	1.19K	+0.31%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.06%	384.2K	8.44M	-168.82K	-30.53%
Jun 30, 2025	NEW SOUTH CAPITAL MANAGEMENT INC	0.06%	390.94K	8.59M	-70.86K	-15.35%
Jun 30, 2025	HBK INVESTMENTS L P	0.06%	400K	8.78M	283.3K	+242.76%
Jun 30, 2025	LGT CAPITAL PARTNERS LTD.	0.06%	436.5K	9.59M	39K	+9.81%
Jun 30, 2025	COLUMBUS MACRO, LLC	0.06%	447.91K	9.84M	45.98K	+11.44%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.06%	448.95K	9.86M	6.36K	+1.44%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.07%	461.56K	10.14M	23.3K	+5.32%
Jun 30, 2025	GRAYPOINT LLC	0.07%	481.25K	10.57M	40.92K	+9.29%
Jun 30, 2025	HRT FINANCIAL LP	0.07%	493.56K	10.84M	-316.56K	-39.08%
Jun 30, 2025	BELL BANK	0.07%	504.79K	11.09M	4.29K	+0.86%
Jun 30, 2025	BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.	0.07%	516.66K	11.35M	53.97K	+11.66%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.13%	935.31K	20.54M	21.88K	+2.40%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.55%	3.8M	83.38M	21.34K	+0.57%
Jun 30, 2025	BLACKROCK, INC.	0.46%	3.16M	69.46M	735.17K	+30.28%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	1.87%	13.01M	285.68M	65.85K	+0.51%
Jun 30, 2025	NORTHERN TRUST CORP	0.15%	1.06M	23.3M	1.04M	+4,770.21%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	1.13M	24.87M	56.47K	+5.25%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.38%	2.64M	57.87M	110.61K	+4.38%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.44%	3.04M	66.71B	202.94K	+7.16%
Jun 30, 2025	INVESCO LTD.	0.51%	3.55M	78M	3.17M	+825.39%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.62%	4.34M	95.24M	492.73K	+12.82%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.71%	4.96M	108.8M	252.95K	+5.38%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.25%	8.68M	190.57M	705.88K	+8.85%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.16%	1.12M	24.55M	-6.76K	-0.60%
Jun 30, 2025	FREESTONE GROVE PARTNERS LP	0.16%	1.13M	24.78M	1.13M	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	1.16M	25.47M	-100.16K	-7.95%
Jun 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.17%	1.17M	25.61M	21.82K	+1.91%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.17%	1.19M	26.21M	-65.7K	-5.22%
Jun 30, 2025	STEPHENS INC /AR/	0.18%	1.24M	27.26M	-8.77K	-0.70%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.18%	1.26M	27.68M	156K	+14.12%
Jun 30, 2025	BRUNI J V & CO /CO	0.19%	1.32M	28.92M	-23.44K	-1.75%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	2.15M	47.21M	294.54K	+15.88%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.2%	1.37M	30.1M	375.5K	+37.73%
Jun 30, 2025	MUZINICH & CO., INC.	0.2%	1.37M	30.15M	247.8K	+22.02%
Jun 30, 2025	CAPITAL ADVISORS INC/OK	0.22%	1.54M	33.9M	12.93K	+0.84%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	1.77M	38.96M	-169.8K	-8.74%
Jun 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.26%	1.8M	39.43M	364.18K	+25.44%
Jun 30, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.27%	1.9M	41.72M	50K	+2.70%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0.35%	2.45M	53.89M	75.11K	+3.16%
Jun 30, 2025	CCLA INVESTMENT MANAGEMENT	0.39%	2.72M	59.8M	-74.6K	-2.67%
Jun 30, 2025	UBS GROUP AG	1.02%	7.06M	155.11M	2.04M	+40.64%
Jun 30, 2025		0.15%	1.06M	23.17M	56.53K	+5.66%
Jun 30, 2025	SAGE ADVISORS, LLC	0.15%	1.06M	23.17M	56.53K	+5.66%
Jun 30, 2025	PARALLAX VOLATILITY ADVISERS, L.P.	0.23%	1.59M	34.92M	1.09M	+218.00%
Jun 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.23%	1.61M	35.29M	77.6K	+5.07%
Jun 30, 2025	EVERCORE WEALTH MANAGEMENT, LLC	0.24%	1.67M	36.59M	1.18M	+241.83%
Jun 30, 2025	GENERALI ASSET MANAGEMENT SPA SGR	0.73%	5.05M	110.94M	-867.69K	-14.66%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	6.3%	43.82M	877.2K	43.82M	+100.00%
Jun 30, 2025	PARTNERS GROUP HOLDING AG	0.24%	1.69M	37.03M	33.54K	+2.03%
Jun 30, 2025	ARES MANAGEMENT LLC	0.27%	1.86M	40.89M	-26.72K	-1.41%
Jun 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.43%	3M	65.91M	-626.68K	-17.27%
Jun 30, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.44%	3.03M	66.57M	56.44K	+1.90%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.39%	2.73M	59.96M	-281.32K	-9.34%
Jun 30, 2025	FMR LLC	0.4%	2.79M	61.24M	-767.48K	-21.58%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.41%	2.86M	62.73M	235.23K	+8.97%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.47%	3.3M	72.45M	-416.4K	-11.21%
Jun 30, 2025	ROYAL BANK OF CANADA	0.52%	3.58M	78.61M	19.04K	+0.53%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.55%	3.79M	83.35M	225.98K	+6.33%
Jun 30, 2025	LPL FINANCIAL LLC	0.55%	3.83M	84.21M	266.82K	+7.48%
Jun 30, 2025	JPMORGAN CHASE & CO	0.92%	6.4M	140.65M	1.01M	+18.64%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.08%	564.3K	13.02M	26.26K	+4.88%
Jun 30, 2025	PALISADE CAPITAL MANAGEMENT, LP	0.08%	570.34K	12.52M	-9.64K	-1.66%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.08%	579.32K	12.72M	155.48K	+36.68%
Jun 30, 2025	VISTA FINANCE, LLC	0.08%	583.8K	12.82M	35.61K	+6.50%
Jun 30, 2025	NAN FUNG TRINITY (HK) LTD	0.12%	852.1K	18.71M	204.3K	+31.54%
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	0.13%	884.87K	19.43M	-751K	-45.91%
Jun 30, 2025	SPINNAKER TRUST	0.13%	904.3K	19.86M	390.32K	+75.94%
Jun 30, 2025	GILBERT & COOK, INC.	0.14%	1.01M	22.1M	-336.3K	-25.04%
Jun 30, 2025	LIDO ADVISORS, LLC	0.08%	588.32K	12.92M	226.46K	+62.58%
Jun 30, 2025	CENTIVA CAPITAL, LP	0.09%	625.5K	13.74M	575.5K	+1,151.00%
Jun 30, 2025	QVT FINANCIAL LP	0.09%	625.9K	13.74M	625.9K	+100.00%
Jun 30, 2025	NAVITER WEALTH, LLC	0.1%	662.02K	14.54M	-21.28K	-3.11%
Jun 30, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0.1%	684.87K	15.04M	-37.87K	-5.24%
Jun 30, 2025	NORTHEAST FINANCIAL CONSULTANTS INC	0.11%	748.8K	16.44M	-108.61K	-12.67%
Jun 30, 2025	SIGMA INVESTMENT COUNSELORS INC	0.11%	750.27K	16.48M	27.86K	+3.86%
Jun 30, 2025	MELIA WEALTH LLC	0.11%	779.67K	17.12M	27.04K	+3.59%
Jun 30, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0.12%	819.24K	17.99M	410.67K	+100.51%
Jun 30, 2025	TECTONIC ADVISORS LLC	0.08%	535.16K	11.75M	67.2K	+14.36%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.08%	535.53K	11.76M	4.03K	+0.76%
Jun 30, 2025	DENALI ADVISORS LLC	0.08%	563.45K	12.37M	-13.11K	-2.27%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	2.03M	45.98M	75.69K	+3.88%
Jun 30, 2025	PROGENY 3, INC.	0.31%	2.13M	46.68M	0	0
Jun 30, 2025	OMERS ADMINISTRATION CORP	0.34%	2.34M	51.44M	849.1K	+56.86%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.43%	3M	65.92M	281.63K	+10.35%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.17%	1.12M	24.93M	88.1K	+8.50%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	1.91%	12.94M	286.82M	-1.2M	-8.50%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.18%	7.97M	176.66M	20.32K	+0.26%
Mar 31, 2025	STEPHENS INC /AR/	0.18%	1.25M	27.7M	107.23K	+9.38%
Mar 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.17%	1.14M	25.36M	101.74K	+9.76%
Mar 31, 2025	CITADEL ADVISORS LLC	0.17%	1.13M	25M	193.3K	+20.68%
Mar 31, 2025	GILBERT & COOK, INC.	0.2%	1.34M	29.76M	-224.37K	-14.32%
Mar 31, 2025	BRUNI J V & CO /CO	0.2%	1.34M	29.7M	-23.32K	-1.71%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	1.26M	27.92M	124.2K	+10.94%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	1.08M	23.84M	67.6K	+6.70%
Mar 31, 2025	MORGAN STANLEY	2.59%	17.53M	388.56M	2.7M	+18.17%
Mar 31, 2025	CITIGROUP INC	0.28%	1.9M	42.1M	1M	+111.11%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	1.85M	41.11M	583.36K	+45.88%
Mar 31, 2025	MUZINICH & CO., INC.	0.17%	1.13M	24.94M	163.42K	+16.99%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.16%	1.1M	24.47M	165.77K	+17.66%
Mar 31, 2025		0.15%	998.49K	22.13M	33.8K	+3.50%
Mar 31, 2025	UBS GROUP AG	0.74%	5.02M	111.3M	2.17M	+76.13%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.7%	4.7M	104.23M	50.87K	+1.09%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.45%	3.01M	66.74M	333.36K	+12.45%
Mar 31, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.44%	2.98M	65.93M	230.92K	+8.41%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.4%	2.72M	60.28M	63.08K	+2.37%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.39%	2.62M	58.08M	1.22M	+87.15%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.37%	2.52M	55.95M	191.25K	+8.20%
Mar 31, 2025	BLACKROCK, INC.	0.36%	2.43M	53.8M	-11.81K	-0.48%
Mar 31, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.27%	1.85M	41M	0	0
Mar 31, 2025	PARTNERS GROUP HOLDING AG	0.24%	1.65M	36.62M	56.14K	+3.52%
Mar 31, 2025	1832 ASSET MANAGEMENT L.P.	0.24%	1.64M	36.25M	921.09K	+128.86%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.29%	1.94M	43.08M	1.15M	+145.60%
Mar 31, 2025	ARES MANAGEMENT LLC	0.28%	1.89M	41.85M	-8.87K	-0.47%
Mar 31, 2025	CAPITAL ADVISORS INC/OK	0.23%	1.53M	33.92M	49.11K	+3.31%
Mar 31, 2025	JPMORGAN CHASE & CO	0.8%	5.4M	119.63M	1.13M	+26.47%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.53%	3.57M	79.07M	-156.01K	-4.19%
Mar 31, 2025	LPL FINANCIAL LLC	0.53%	3.57M	79.06M	293.44K	+8.96%
Mar 31, 2025	ROYAL BANK OF CANADA	0.53%	3.56M	78.9M	-530.19K	-12.96%
Mar 31, 2025	FMR LLC	0.53%	3.56M	78.81M	-449.04K	-11.21%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.42%	2.84M	62.82M	358.83K	+14.49%
Mar 31, 2025	CCLA INVESTMENT MANAGEMENT	0.41%	2.8M	62.03M	587.07K	+26.54%
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	0.35%	2.38M	52.71M	64.57K	+2.79%
Mar 31, 2025	PROGENY 3, INC.	0.31%	2.13M	47.11M	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.57%	3.84M	85.18M	278.6K	+7.81%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.56%	3.78M	83.66M	-37.77K	-0.99%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.55%	3.72M	82.33M	2.41M	+185.25%
Mar 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.54%	3.63M	80.4M	104.34K	+2.96%
Mar 31, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.23%	1.53M	33.9M	130.6K	+9.34%
Mar 31, 2025	OMERS ADMINISTRATION CORP	0.22%	1.49M	33.09M	138.1K	+10.19%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.21%	1.44M	31.89M	789.5K	+121.52%
Mar 31, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.21%	1.43M	31.72M	-79.17K	-5.24%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.19%	1.26M	27.9M	-253K	-16.73%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	1.95M	43.21M	167.79K	+9.41%
Mar 31, 2024	NAVITER WEALTH, LLC	0.14%	779.52K	16.23M	-193.75K	-19.91%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.7%	4.14M	86.23M	4.14M	+100.00%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.14%	775.64K	16.15M	122.95K	+18.84%
Mar 31, 2024	OMERS ADMINISTRATION CORP	0.69%	4.06M	84.62M	91.59K	+2.31%
Mar 31, 2024	LPL FINANCIAL LLC	0.56%	3.22M	67.02M	228.86K	+7.65%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.55%	3.13M	65.24M	14.03K	+0.45%
Mar 31, 2024	ADVISORS CAPITAL MANAGEMENT, LLC	0.52%	3.1M	64.52M	223.25K	+7.76%
Mar 31, 2024	ARES MANAGEMENT LLC	0.37%	2.21M	46.08M	290.61K	+15.11%
Mar 31, 2024	JPMORGAN CHASE & CO	0.32%	1.84M	38.28M	66K	+3.72%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.13%	793.51K	16.52M	-4.27K	-0.54%
Mar 31, 2024	BAILLIE GIFFORD & CO	0.2%	1.18M	24.64M	179.77K	+17.91%
Mar 31, 2024	ALLEN INVESTMENT MANAGEMENT LLC	0.28%	1.66M	34.65M	417.54K	+33.49%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.3%	1.74M	36.32M	0	0
Mar 31, 2024	MUZINICH & CO., INC.	0.14%	810.99K	16.24M	0	0
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.14%	820.39K	17.08M	494.09K	+151.42%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.15%	852.12K	17.75M	2.94K	+0.35%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	854.65K	17.79M	25.87K	+3.12%
Mar 31, 2024	NOMURA ASSET MANAGEMENT CO LTD	0.26%	1.55M	32.37M	18.64K	+1.21%
Mar 31, 2024	CCLA INVESTMENT MANAGEMENT	0.28%	1.67M	34.3M	-379.79K	-18.55%
Mar 31, 2024	BLACKROCK INC.	0.31%	1.78M	37M	260.7K	+17.19%
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	0.35%	2.06M	42.89M	105.28K	+5.39%
Mar 31, 2024	UBS GROUP AG	0.39%	2.21M	46.01M	-833.99K	-27.40%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.39%	2.22M	46.28M	73.15K	+3.40%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.85%	5.03M	104.73M	257.2K	+5.39%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	1.64%	9.72M	202.37M	1.44M	+17.36%
Mar 31, 2024	PARTNERS GROUP HOLDING AG	0.15%	906.49K	18.87M	326.18K	+56.21%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.16%	919.64K	19.15M	87.45K	+10.51%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	954.35K	19.87M	954.35K	+100.00%
Mar 31, 2024	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.17%	1.01M	21.1M	-20.2K	-1.95%
Mar 31, 2024	STEPHENS INC /AR/	0.18%	1.05M	21.87M	-383	-0.04%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.18%	1.02M	21.23M	-3.31M	-76.44%
Mar 31, 2024	CLEARBRIDGE INVESTMENTS, LLC	0.2%	1.16M	24.16M	-1.49K	-0.13%
Mar 31, 2024	PARALLAX VOLATILITY ADVISERS, L.P.	0.21%	1.18M	24.52M	-672.1K	-36.33%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.23%	1.29M	26.86M	-324.22K	-20.08%
Mar 31, 2024	1832 ASSET MANAGEMENT L.P.	0.23%	1.35M	28.19M	467.54K	+52.74%
Mar 31, 2024	BRUNI J V & CO /CO	0.24%	1.4M	29.11M	116	+0.01%
Mar 31, 2024	GILBERT & COOK, INC.	0.24%	1.4M	29.25M	19.94K	+1.44%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.25%	1.42M	29.57M	-46.3K	-3.16%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.25%	1.45M	30.18M	222.01K	+18.09%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	1.46M	30.3M	122K	+9.15%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	1.52M	31.7M	222.21K	+17.09%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.29%	1.68M	34.94M	118.9K	+7.63%
Mar 31, 2024	PROGENY 3, INC.	0.32%	1.9M	39.46M	0	0
Mar 31, 2024	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.35%	2.05M	42.56M	0	0
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.44%	2.54M	52.87M	-2.13M	-45.67%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.69%	3.96M	82.39M	181.62K	+4.81%
Mar 31, 2024	FMR LLC	0.96%	5.47M	113.83M	4.47M	+447.72%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.08%	6.18M	128.61M	247.42K	+4.17%
Mar 31, 2024	CAPITAL ADVISORS INC/OK	0.21%	1.26M	26.21M	83.82K	+7.13%
Mar 31, 2024	ROYAL BANK OF CANADA	1.16%	6.66M	138.62M	-4.61M	-40.92%
Mar 31, 2024	MORGAN STANLEY	2.59%	14.8M	308.2M	1.12M	+8.20%
Mar 31, 2024	SIGMA INVESTMENT COUNSELORS INC	0.1%	574.98K	11.97M	563.42K	+4,876.01%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.1%	582.58K	12.13M	29.67K	+5.37%
Mar 31, 2024	MCKINLEY CAPITAL MANAGEMENT LLC	0.1%	583.51K	12.15M	-12.63K	-2.12%
Mar 31, 2024	TCW GROUP INC	0.1%	586.98K	12.22M	0	0
Mar 31, 2024	CHARTWELL INVESTMENT PARTNERS, LLC	0.11%	609.56K	12.69M	589	+0.10%
Mar 31, 2024	MACKAY SHIELDS LLC	0.11%	610.22K	12.7M	610.22K	+100.00%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.12%	690.99K	14.39M	56.57K	+8.92%
Mar 31, 2024	CREDIT SUISSE AG/	0.12%	698.67K	14.55M	255.89K	+57.79%
Mar 31, 2024	MELIA WEALTH LLC	0.12%	701.16K	14.6M	2.63K	+0.38%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.12%	703.35K	14.64M	98.71K	+16.32%
Mar 31, 2024	LGT CAPITAL PARTNERS LTD.	0.12%	705.58K	14.69M	38.08K	+5.70%
Mar 31, 2024	EDGEMOOR INVESTMENT ADVISORS, INC.	0.12%	709.07K	14.76M	29.73K	+4.38%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.13%	766.93K	15.97M	17.05K	+2.27%
Dec 31, 2023	ADVISORS CAPITAL MANAGEMENT, LLC	0.52%	2.88M	57.6M	-167.32K	-5.50%
Dec 31, 2023	EDGEMOOR INVESTMENT ADVISORS, INC.	0.12%	679.34K	13.61M	-5.99K	-0.87%
Dec 31, 2023		0.13%	698.53K	13.99M	698.53K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.14%	749.88K	15.02M	11.27K	+1.53%
Dec 31, 2023	CLIFFWATER LLC	0.14%	779.95K	15.62M	-98.55K	-11.22%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.14%	797.78K	15.98M	-287	-0.04%
Dec 31, 2023	MUZINICH & CO., INC.	0.15%	810.99K	16.24M	-2.27K	-0.28%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	828.78K	16.6M	36.64K	+4.62%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.15%	832.19K	16.67M	-19.23K	-2.26%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.15%	849.17K	17M	-2.2K	-0.26%
Dec 31, 2023	1832 ASSET MANAGEMENT L.P.	0.16%	886.56K	17.76M	-103.5K	-10.45%
Dec 31, 2023	NAVITER WEALTH, LLC	0.18%	973.27K	19.49M	174.99K	+21.92%
Dec 31, 2023	FMR LLC	0.18%	998.22K	19.99M	997.17K	+95,332.12%
Dec 31, 2023	BAILLIE GIFFORD & CO	0.18%	1M	20.11M	-41.59K	-3.98%
Dec 31, 2023	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.19%	1.03M	20.7M	-10.51K	-1.01%
Dec 31, 2023	STEPHENS INC /AR/	0.19%	1.05M	21.05M	-44.06K	-4.02%
Dec 31, 2023	CLEARBRIDGE INVESTMENTS, LLC	0.21%	1.16M	23.28M	-1.45K	-0.12%
Dec 31, 2023	CAPITAL ADVISORS INC/OK	0.21%	1.17M	23.53M	124.78K	+11.88%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.22%	1.23M	24.59M	475.4K	+63.22%
Dec 31, 2023	ALLEN INVESTMENT MANAGEMENT LLC	0.23%	1.25M	24.97M	192.09K	+18.21%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	1.3M	26.05M	7.19K	+0.56%
Dec 31, 2023	GILBERT & COOK, INC.	0.25%	1.38M	27.74M	85.56K	+6.59%
Dec 31, 2023	BRUNI J V & CO /CO	0.25%	1.4M	28.01M	6K	+0.43%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.26%	1.47M	29.37M	181.77K	+14.15%
Dec 31, 2023	BLACKROCK INC.	0.27%	1.52M	30.37M	36.9K	+2.49%
Dec 31, 2023	NOMURA ASSET MANAGEMENT CO LTD	0.28%	1.54M	30.77M	157.25K	+11.40%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.28%	1.56M	31.23M	28.6K	+1.87%
Dec 31, 2023	CITADEL ADVISORS LLC	0.28%	1.57M	31.51M	953.09K	+153.67%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.29%	1.61M	32.33M	-488.03K	-23.21%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.31%	1.74M	34.94M	-53.21K	-2.96%
Dec 31, 2023	JPMORGAN CHASE & CO	0.32%	1.77M	35.51M	402.21K	+29.34%
Dec 31, 2023	PARALLAX VOLATILITY ADVISERS, L.P.	0.33%	1.85M	37.06M	0	0
Dec 31, 2023	PROGENY 3, INC.	0.34%	1.9M	37.96M	106.1K	+5.93%
Dec 31, 2023	ARES MANAGEMENT LLC	0.35%	1.92M	38.51M	93.15K	+5.09%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	0.35%	1.95M	39.15M	66.88K	+3.54%
Dec 31, 2023	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.37%	2.05M	40.97M	-100K	-4.66%
Dec 31, 2023	CCLA INVESTMENT MANAGEMENT	0.37%	2.05M	41.11M	24.3K	+1.20%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.39%	2.15M	43.06M	29.42K	+1.39%
Dec 31, 2023	LPL FINANCIAL LLC	0.54%	2.99M	59.9M	73.74K	+2.53%
Dec 31, 2023	UBS GROUP AG	0.55%	3.04M	60.97M	692.63K	+29.46%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.56%	3.12M	62.48M	67.66K	+2.22%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.68%	3.78M	75.62M	-10.5K	-0.28%
Dec 31, 2023	OMERS ADMINISTRATION CORP	0.72%	3.97M	79.58M	-382.11K	-8.77%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.78%	4.33M	86.7M	-253.49K	-5.53%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.84%	4.67M	93.63M	-159.5K	-3.30%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.86%	4.77M	95.61M	360.86K	+8.18%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.07%	5.93M	118.77M	155.74K	+2.70%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	1.5%	8.28M	165.89M	840.82K	+11.30%
Dec 31, 2023	ROYAL BANK OF CANADA	2.03%	11.27M	225.72M	-898.18K	-7.38%
Dec 31, 2023	MORGAN STANLEY	2.47%	13.68M	274.04M	1.77M	+14.90%
Sep 30, 2023	STIFEL FINANCIAL CORP	0.39%	2.12M	-	48.15K	+2.32%
Sep 30, 2023	BAIRD FINANCIAL GROUP, INC.	0.12%	658.43K	-	43.59K	+7.09%
Sep 30, 2023	TCW GROUP INC	0.13%	684.89K	-	0	0
Sep 30, 2023	EDGEMOOR INVESTMENT ADVISORS, INC.	0.13%	685.33K	-	4.9K	+0.72%
Sep 30, 2023	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.13%	699.27K	-	579.58K	+484.26%
Sep 30, 2023	D.A. DAVIDSON & CO.	0.13%	729.27K	-	117.95K	+19.29%
Sep 30, 2023	RAYMOND JAMES & ASSOCIATES	0.14%	738.61K	-	4.11K	+0.56%
Sep 30, 2023	GOLDMAN SACHS GROUP INC	0.14%	752.02K	-	118.29K	+18.67%
Sep 30, 2023	BANK OF NEW YORK MELLON CORP	0.14%	763.74K	-	-437.46K	-36.42%
Sep 30, 2023	NORTHERN TRUST CORP	0.14%	784.42K	-	96.94K	+14.10%
Sep 30, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	792.14K	-	18.7K	+2.42%
Sep 30, 2023	MORGAN STANLEY	2.18%	11.91M	-	656.72K	+5.84%
Sep 30, 2023	VAN ECK ASSOCIATES CORP	1.36%	7.44M	-	708.57K	+10.52%
Sep 30, 2023	TWO SIGMA ADVISERS, LP	0.88%	4.83M	-	2.15M	+80.34%
Sep 30, 2023	TWO SIGMA INVESTMENTS, LP	0.84%	4.58M	-	2.1M	+84.53%
Sep 30, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.15%	798.07K	-	-34.98K	-4.20%
Sep 30, 2023	NAVITER WEALTH, LLC	0.15%	798.28K	-	77.96K	+10.82%
Sep 30, 2023	OMERS ADMINISTRATION CORP	0.8%	4.35M	-	-476.15K	-9.86%
Sep 30, 2023	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.78%	4.29M	-	-155.73K	-3.50%
Sep 30, 2023	AMERIPRISE FINANCIAL INC	0.69%	3.79M	-	-32.86K	-0.86%
Sep 30, 2023	WELLS FARGO & COMPANY/MN	0.56%	3.05M	-	-586.91K	-16.13%
Sep 30, 2023	ADVISORS CAPITAL MANAGEMENT, LLC	0.56%	3.04M	-	23.28K	+0.77%
Sep 30, 2023	LPL FINANCIAL LLC	0.53%	2.92M	-	318.44K	+12.26%
Sep 30, 2023	UBS GROUP AG	0.43%	2.35M	-	-234.63K	-9.07%
Sep 30, 2023	MUZINICH & CO., INC.	0.15%	813.26K	-	-34.98K	-4.12%
Sep 30, 2023	HIGHTOWER ADVISORS, LLC	0.16%	851.38K	-	-37.26K	-4.19%
Sep 30, 2023	JANNEY MONTGOMERY SCOTT LLC	0.16%	851.43K	-	42.47K	+5.25%
Sep 30, 2023	CLIFFWATER LLC	0.16%	878.5K	-	191.3K	+27.84%
Sep 30, 2023	ROYAL BANK OF CANADA	2.22%	12.17M	-	167.83K	+1.40%
Sep 30, 2023	FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	0.16%	897.57K	-	-3.17K	-0.35%
Sep 30, 2023	1832 ASSET MANAGEMENT L.P.	0.18%	990.06K	-	16.41K	+1.69%
Sep 30, 2023	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.19%	1.04M	-	337	+0.03%
Sep 30, 2023	BAILLIE GIFFORD & CO	0.19%	1.05M	-	-346.77K	-24.91%
Sep 30, 2023	CAPITAL ADVISORS INC/OK	0.19%	1.05M	-	32.1K	+3.15%
Sep 30, 2023	ALLEN INVESTMENT MANAGEMENT LLC	0.19%	1.05M	-	532.96K	+102.15%
Sep 30, 2023	STEPHENS INC /AR/	0.2%	1.09M	-	-46.82K	-4.10%
Sep 30, 2023	CLEARBRIDGE INVESTMENTS, LLC	0.21%	1.16M	-	-1.72K	-0.15%
Sep 30, 2023	ENVESTNET ASSET MANAGEMENT INC	0.23%	1.28M	-	230.22K	+21.83%
Sep 30, 2023	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.39%	2.15M	-	-150K	-6.53%
Sep 30, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	1.29M	-	-33.98K	-2.56%
Sep 30, 2023	GILBERT & COOK, INC.	0.24%	1.3M	-	59.71K	+4.82%
Sep 30, 2023	NOMURA ASSET MANAGEMENT CO LTD	0.25%	1.38M	-	59.81K	+4.53%
Sep 30, 2023	BRUNI J V & CO /CO	0.25%	1.39M	-	15.65K	+1.14%
Sep 30, 2023	BLACKROCK INC.	0.27%	1.48M	-	-1.34M	-47.52%
Sep 30, 2023	LSV ASSET MANAGEMENT	0.33%	1.8M	-	-42.22K	-2.29%
Sep 30, 2023	ARES MANAGEMENT LLC	0.33%	1.83M	-	-233.65K	-11.32%
Sep 30, 2023	PARALLAX VOLATILITY ADVISERS, L.P.	0.34%	1.85M	-	500K	+37.04%
Sep 30, 2023	SOUND INCOME STRATEGIES, LLC	0.35%	1.89M	-	53.78K	+2.93%
Sep 30, 2023	CCLA INVESTMENT MANAGEMENT	0.37%	2.02M	-	0	0
Sep 30, 2023	ADVISOR GROUP HOLDINGS, INC.	0.38%	2.1M	-	810.27K	+62.71%

Insiders

Insiders	Designation	Shares Held
AROUGHETI MICHAEL J	Executive Vice President	1.78M
DEVEER R. KIPP	Chief Executive Officer	300K
GOLDSTEIN MITCHELL S	Co-President	195.36K
SMITH MICHAEL LEWIS	Co-President	89K
ROLL PENELOPE F	Chief Financial Officer	60.5K
ROSEN ROBERT L	director	48.01K
MCKEEVER STEVEN B.		44.94K
SIEGEL ERIC B	director	42.73K
MILLER JAMES ROBERT	Co-President	40K
KELLY DANIEL G JR	director	30.51K
BATES ANN TORRE	director	30K
SCHNABEL MICHAEL KORT	Chief Executive Officer	28K
BARTLETT STEVE	director	27.28K
PARKS MICHAEL K	director	21.2K
HENSON MARY BETH		20K
BLOOMSTEIN JOSHUA M	General Counsel, VP & Sec.	16.5K
LEM SCOTT C	CAO, VP & Treasurer	16.29K
TORRE BATES ANN	director	8K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 31, 2025	SCHNABEL MICHAEL KORT	PURCHASE	20.39	13K	265.07K	28K
Mar 03, 2025	MILLER JAMES ROBERT	PURCHASE	23.32	40K	932.8K	40K
Feb 11, 2025	BATES ANN TORRE	PURCHASE	22.75	6K	136.5K	30K
May 02, 2023	SCHNABEL MICHAEL KORT	PURCHASE	17.84	15K	267.6K	15K
Mar 16, 2023	ROLL PENELOPE F	PURCHASE	17.44	3K	52.32K	60.5K
Mar 15, 2023	ROLL PENELOPE F	PURCHASE	17.50	3K	52.5K	57.5K
Sep 14, 2022	ROLL PENELOPE F	PURCHASE	19.04	2.5K	47.6K	54.5K
Aug 31, 2022	HENSON MARY BETH	PURCHASE	19.77	9K	177.93K	20K
Aug 03, 2022	ROLL PENELOPE F	PURCHASE	19.77	25K	494.25K	52K
Jun 15, 2022	MCKEEVER STEVEN B.	PURCHASE	17.95	2.78K	49.81K	44.94K
Jun 14, 2022	AROUGHETI MICHAEL J	PURCHASE	17.75	300K	5.33M	1.78M
Jun 01, 2022	HENSON MARY BETH	PURCHASE	19.62	5K	98.1K	11K
May 19, 2022	SMITH MICHAEL LEWIS	PURCHASE	18.64	54K	1.01M	89K
Mar 14, 2022	HENSON MARY BETH	PURCHASE	20.05	6K	120.3K	6K
Dec 14, 2021	ROLL PENELOPE F	SALE	19.96	25.81K	515.07K	27K
Nov 23, 2020	ROLL PENELOPE F	SALE	16.54	7K	115.78K	52.81K
Oct 30, 2020	BLOOMSTEIN JOSHUA M	PURCHASE	13.75	3K	41.25K	16.5K
Oct 28, 2020	AROUGHETI MICHAEL J	PURCHASE	13.92	10K	139.2K	1.31M
Oct 28, 2020	BLOOMSTEIN JOSHUA M	PURCHASE	13.82	2K	27.64K	13.5K
Oct 28, 2020	DEVEER R. KIPP	PURCHASE	13.98	75K	1.05M	300K
Sep 14, 2020	SMITH MICHAEL LEWIS	PURCHASE	14.25	35K	498.75K	35K
Sep 11, 2020	PARKS MICHAEL K	PURCHASE	14.58	2.5K	36.45K	21.2K
Sep 11, 2020	SIEGEL ERIC B	PURCHASE	14.50	1.82K	26.33K	42.73K
Sep 09, 2020	PARKS MICHAEL K	PURCHASE	14.10	5K	70.5K	18.7K
Aug 19, 2020	ROSEN ROBERT L	PURCHASE	14.17	5K	70.85K	48.01K
Aug 18, 2020	ROSEN ROBERT L	PURCHASE	14.38	2.5K	35.95K	43.01K
Aug 18, 2020	PARKS MICHAEL K	PURCHASE	14.23	2K	28.46K	13.7K
Aug 17, 2020	PARKS MICHAEL K	PURCHASE	14.31	3K	42.93K	11.7K
Aug 17, 2020	ROSEN ROBERT L	PURCHASE	14.22	2.5K	35.55K	40.51K
Jun 12, 2020	PARKS MICHAEL K	PURCHASE	14.62	2K	29.24K	8.52K
Jun 11, 2020	PARKS MICHAEL K	PURCHASE	14.71	2K	29.42K	6.52K
May 06, 2020	ROLL PENELOPE F	PURCHASE	13.28	500	6.64K	59.81K
Mar 13, 2020	MCKEEVER STEVEN B.	PURCHASE	13.71	1.8K	24.68K	34.11K
Mar 12, 2020	ROLL PENELOPE F	PURCHASE	14.34	1K	14.34K	59.31K
Mar 12, 2020	MCKEEVER STEVEN B.	PURCHASE	14.57	3.38K	49.17K	32.31K
Dec 05, 2019	MCKEEVER STEVEN B.	PURCHASE	18.75	3K	56.25K	28.32K
Nov 01, 2019	BARTLETT STEVE	PURCHASE	18.39	542	9.97K	27.28K
Oct 31, 2019	BARTLETT STEVE	PURCHASE	18.35	14.18K	260.15K	26.73K
Aug 14, 2019	MCKEEVER STEVEN B.	PURCHASE	18.42	5.43K	99.93K	24.8K
Aug 06, 2019	ROLL PENELOPE F	PURCHASE	18.36	2K	36.72K	58.31K
Aug 01, 2019	KELLY DANIEL G JR	PURCHASE	18.44	6K	110.64K	30.51K
Jun 20, 2019	BARTLETT STEVE	PURCHASE	18.00	200	3.6K	12.27K
Jun 10, 2019	KELLY DANIEL G JR	PURCHASE	18.01	4.5K	81.05K	23.95K
May 20, 2019	BARTLETT STEVE	PURCHASE	17.77	200	3.55K	12.07K
May 15, 2019	TORRE BATES ANN	PURCHASE	17.61	5.73K	100.82K	8K
May 13, 2019	MCKEEVER STEVEN B.	PURCHASE	17.52	5.64K	98.81K	19.37K
Apr 22, 2019	BARTLETT STEVE	PURCHASE	17.32	200	3.46K	11.6K
Mar 20, 2019	BARTLETT STEVE	PURCHASE	16.95	200	3.39K	11.4K
Feb 20, 2019	BARTLETT STEVE	PURCHASE	17.12	200	3.42K	11.2K
Jan 22, 2019	BARTLETT STEVE	PURCHASE	16.17	200	3.23K	11K
Dec 20, 2018	BARTLETT STEVE	PURCHASE	15.40	200	3.08K	10.8K
Dec 14, 2018	DEVEER R. KIPP	PURCHASE	16.02	50K	801K	225K
Nov 20, 2018	BARTLETT STEVE	PURCHASE	17.08	200	3.42K	10.6K
Nov 20, 2018	ROLL PENELOPE F	SALE	16.76	6K	100.56K	56.31K
Oct 22, 2018	BARTLETT STEVE	PURCHASE	16.30	200	3.26K	10.4K
Sep 20, 2018	BARTLETT STEVE	PURCHASE	17.18	200	3.44K	10.2K
Sep 12, 2018	SIEGEL ERIC B	PURCHASE	17.32	990	17.15K	2.07K
Aug 29, 2018	TORRE BATES ANN	PURCHASE	17.44	9K	156.96K	20K
Aug 20, 2018	BARTLETT STEVE	PURCHASE	17.36	200	3.47K	10K
May 21, 2018	BARTLETT STEVE	PURCHASE	16.59	200	3.32K	9.8K
Apr 23, 2018	BARTLETT STEVE	PURCHASE	16.02	200	3.2K	9.6K
Mar 26, 2018	BARTLETT STEVE	PURCHASE	15.96	200	3.19K	9.4K
Mar 15, 2018	AROUGHETI MICHAEL J	PURCHASE	15.60	25K	390K	984.54K
Feb 26, 2018	BARTLETT STEVE	PURCHASE	15.89	200	3.18K	9.2K
Feb 15, 2018	ROLL PENELOPE F	PURCHASE	15.81	3K	47.43K	11.15K
Jan 23, 2018	BARTLETT STEVE	PURCHASE	16.21	200	3.24K	9K
Dec 21, 2017	BARTLETT STEVE	PURCHASE	15.73	200	3.15K	8.8K
Nov 21, 2017	BARTLETT STEVE	PURCHASE	16.32	200	3.26K	8.6K
Nov 03, 2017	AROUGHETI MICHAEL J	PURCHASE	15.85	8.37K	132.59K	937.05K
Oct 25, 2017	BARTLETT STEVE	PURCHASE	16.60	200	3.32K	8.4K
Sep 25, 2017	BARTLETT STEVE	PURCHASE	15.77	200	3.15K	8.2K
Aug 24, 2017	BARTLETT STEVE	PURCHASE	16.12	200	3.22K	8K
Jul 24, 2017	BARTLETT STEVE	PURCHASE	16.48	200	3.3K	7.8K
Jun 22, 2017	BARTLETT STEVE	PURCHASE	16.21	200	3.24K	7.6K
Mar 16, 2017	BARTLETT STEVE	PURCHASE	17.29	200	3.46K	7.4K
Dec 20, 2016	BARTLETT STEVE	PURCHASE	16.00	200	3.2K	7.2K
Nov 21, 2016	BARTLETT STEVE	PURCHASE	15.78	200	3.16K	7K
Nov 04, 2016	KELLY DANIEL G JR	PURCHASE	15.33	7.5K	114.98K	15.39K
Oct 20, 2016	BARTLETT STEVE	PURCHASE	15.37	200	3.07K	6.8K
Sep 20, 2016	BARTLETT STEVE	PURCHASE	15.60	200	3.12K	6.6K
Aug 22, 2016	BARTLETT STEVE	PURCHASE	15.72	200	3.14K	6.4K
Aug 15, 2016	GOLDSTEIN MITCHELL S	PURCHASE	15.45	6.47K	99.99K	195.36K
Jul 20, 2016	BARTLETT STEVE	PURCHASE	14.77	200	2.95K	6.2K
Jun 20, 2016	BARTLETT STEVE	PURCHASE	14.20	200	2.84K	6K
May 20, 2016	BARTLETT STEVE	PURCHASE	15.12	200	3.02K	5.8K
Apr 20, 2016	BARTLETT STEVE	PURCHASE	15.05	200	3.01K	5.6K
Mar 21, 2016	BARTLETT STEVE	PURCHASE	14.26	200	2.85K	5.4K
Mar 11, 2016	DEVEER R. KIPP	PURCHASE	13.90	40K	556K	175K
Mar 08, 2016	LEM SCOTT C	PURCHASE	14.00	1.8K	25.2K	16.29K
Feb 26, 2016	AROUGHETI MICHAEL J	PURCHASE	13.55	90K	1.22M	786.88K
Feb 25, 2016	GOLDSTEIN MITCHELL S	PURCHASE	12.97	19.2K	249.02K	182.74K
Feb 22, 2016	BARTLETT STEVE	PURCHASE	12.85	100	1.29K	5.2K
Jan 20, 2016	BARTLETT STEVE	PURCHASE	13.20	100	1.32K	5.1K
Dec 21, 2015	BARTLETT STEVE	PURCHASE	14.08	100	1.41K	5K
Dec 14, 2015	SIEGEL ERIC B	PURCHASE	13.87	5.11K	70.88K	24.4K
Nov 20, 2015	BARTLETT STEVE	PURCHASE	15.74	100	1.57K	4.9K
Oct 20, 2015	BARTLETT STEVE	PURCHASE	15.22	100	1.52K	4.8K
Sep 21, 2015	BARTLETT STEVE	PURCHASE	14.80	100	1.48K	4.7K
Sep 14, 2015	TORRE BATES ANN	PURCHASE	14.87	8.13K	120.83K	11K
Aug 26, 2015	GOLDSTEIN MITCHELL S	PURCHASE	14.80	6.76K	100.05K	157.89K
Aug 24, 2015	SMITH MICHAEL LEWIS	PURCHASE	14.73	25K	368.25K	151.01K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE13K1

SALES00

NET SHARES13K1

SHARES HELD28K1

% NET SHARES-53.57%0%

ARCC Stock Ownership Breakdown

Ares Capital

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions