How many institutions own BBDC 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 BBDC shares is 239, representing 46.25% of the company's common stock.

Who are the major shareholders selling Barings BDC, Inc. stock?

JANE STREET GROUP, LLC, in the last quarter, reduced its stake in BBDC by -89.32% restricting it's holding to 41.02 thousand shares of worth nearly $337.60K. MML INVESTORS SERVICES, LLC also lessened -11.7% of the BBDC shares from its portfolio, reducing its holding to 42.08 thousand shares of worth $346.32K. COMMONWEALTH EQUITY SERVICES, LLC also shunned BBDC shares holding by -7.03% last quarter which brought its holding to 50.84 thousand shares worth $418.44K.

Investors who are buying BBDC stock?

As per its latest 13F filing, MQS MANAGEMENT LLC increased its stake in BBDC by 100% in the last quarter. The institutional holder raised its holding to 47.24 thousand shares having worth more than $388.74K. PFG INVESTMENTS, LLC also added 4.59% more shares of BBDC to its portfolio, raising its holding to 47.72 thousand shares of worth $392.77K. STIFEL FINANCIAL CORP also increased its BBDC shares holding by 85.22% which brought its holding to 60.17 thousand shares worth $495.22K.

BBDC's major insiders: who are they?

The insider with the most stakes in BBDC is BARINGS LLC , 10 percent owner at the company. Additionally, BBDC stock is highly held by Officer of Adviser Freno Michael and CEO Lloyd Eric J among others.

Did an insider recently sell BBDC stock?

Company executives, directors, and other insiders own 0.57% percent of Barings BDC, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which BBDC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BYERS STEPHEN R, CHILLAG JEFFREY, and DINERMAN JILL.

Which insider recently purchased BBDC stock?

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

How much of BBDC does insiders own?

Around 26K Barings BDC, Inc. shares are held by insiders, which represents about 0.57% of BBDC stock.

Who is the insider with the largest stake?

BBDC 10 percent owner, BARINGS LLC holds the largest portfolio of the company's shares. BBDC shares owned by BARINGS total nearly 13.64 million.

Which institution holds the most shares in BBDC?

JANE STREET GROUP, LLC is the largest institutional owner in BBDC which holds 41.02 thousand shares worth $337.60K or 0.04% of the total BBDC shares outstanding followed by MML INVESTORS SERVICES, LLC with ownership of 42.08 thousand shares representing 0.04% of the BBDC ownership. LSV ASSET MANAGEMENT is the third largest stakeholder with 46.7 thousand shares or 0.04% of the ownership worth more than $384.00K.

Is Barings BDC, 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 BBDC is concerned, it is a stock which is optionable.

Is there a short position on BBDC's shares?

Number of BBDC 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 BBDC shares are there?

As of today, null shares of BBDC are outstanding.

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

BBDC 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 BBDC is null.

Barings BDC (BBDC) 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

0.57% Percentage of Shares held by All Insiders

46.25% Percentage of Shares held by All Institutions

46.52% Percentage of Float held by Institutions

239

Number of Institutions Holding Shares

Institutional Ownership

About 46.25% of BBDC shares are held by financial institutions. JANE STREET GROUP, LLC is the top corporate investor, holding 41.02K shares valued at $337.60K. A 0.04% stake in Barings BDC, Inc. is owned by the company. MML INVESTORS SERVICES, LLC owns 42.08K shares valued at $346.32K, which translates its holding of 0.04% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	JANE STREET GROUP, LLC	0.04%	41.02K	337.6K	-343.14K	-89.32%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.04%	42.08K	346.32K	-5.58K	-11.70%
Mar 31, 2026	LSV ASSET MANAGEMENT	0.04%	46.7K	384K	0	0
Mar 31, 2026	MQS MANAGEMENT LLC	0.04%	47.24K	388.74K	47.24K	+100.00%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.05%	47.72K	392.77K	2.1K	+4.59%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	50.84K	418.44K	-3.85K	-7.03%
Mar 31, 2026	LIDO ADVISORS, LLC	0.05%	52.8K	434.55K	-552	-1.03%
Mar 31, 2026	VIRTUS INVESTMENT ADVISERS, INC.	0.05%	55.99K	460.81K	-15.63K	-21.82%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.06%	60.17K	495.22K	27.69K	+85.22%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.06%	60.74K	499.86K	8.68K	+16.68%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.06%	66.4K	546.46K	-5.25K	-7.32%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.07%	75.37K	620.26K	-13	-0.02%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.07%	75.75K	623.46K	-4.88K	-6.05%
Mar 31, 2026	DENALI ADVISORS LLC	0.09%	91.05K	749.32K	-3.05K	-3.24%
Mar 31, 2026	SAXON INTERESTS, INC.	0.09%	91.51K	753.12K	3.13K	+3.54%
Mar 31, 2026	SAGEGUARD FINANCIAL GROUP, LLC	0.1%	108.12K	889.81K	905	+0.84%
Mar 31, 2026	INVESCO LTD.	0.11%	110.73K	911.3K	13.83K	+14.27%
Mar 31, 2026	CALLODINE CAPITAL MANAGEMENT, LP	0.25%	260K	2.14M	-96.54K	-27.08%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.27%	279.84K	2.3M	-20.95K	-6.96%
Mar 31, 2026	COLONY GROUP, LLC	0.91%	955.18K	7.86M	-47.73K	-4.76%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.93%	979.33K	8.06M	246.21K	+33.58%
Mar 31, 2026	DIMENSION CAPITAL MANAGEMENT LLC	0.94%	985.16K	8.11M	226.22K	+29.81%
Mar 31, 2026	MORGAN STANLEY	0.95%	997.82K	8.21M	98.33K	+10.93%
Mar 31, 2026	DIAMETER CAPITAL PARTNERS LP	1.4%	1.47M	12.11M	505.43K	+52.30%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.2%	206.54K	1.7M	47.06K	+29.51%
Mar 31, 2026	NEUBERGER BERMAN GROUP LLC	0.22%	226.95K	1.87M	-5.69K	-2.45%
Mar 31, 2026	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.23%	240.3K	1.98M	220.54K	+1,116.03%
Mar 31, 2026	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.23%	246.76K	2.03M	25.13K	+11.34%
Mar 31, 2026	GRANITESHARES ADVISORS LLC	0.25%	268K	2.21M	-30.67K	-10.27%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.81%	847.77K	6.98M	546.32K	+181.23%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.81%	850.98K	7.01M	100.25K	+13.35%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.88%	925.42K	7.62M	45.64K	+5.19%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.92%	970.76K	7.99M	89.72K	+10.18%
Mar 31, 2026	UBS GROUP AG	1.51%	1.58M	13.03M	89.04K	+5.96%
Mar 31, 2026	PRIVATE MANAGEMENT GROUP INC	4.09%	4.3M	35.39M	534.56K	+14.20%
Mar 31, 2026	BARINGS LLC	12.97%	13.64M	112.25M	0	0
Mar 31, 2026	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.07%	76.27K	627.71K	50.1K	+191.38%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	2.21%	2.32M	19.13M	369.64K	+18.91%
Mar 31, 2026	ARES MANAGEMENT LLC	3.45%	3.63M	29.88M	40K	+1.11%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.59%	616.76K	5.08M	-34.47K	-5.29%
Mar 31, 2026	MUZINICH & CO., INC.	0.67%	700.46K	5.76M	1.51K	+0.22%
Mar 31, 2026	CALIBER WEALTH MANAGEMENT, LLC / KS	0.08%	80.65K	663.75K	-41.1K	-33.76%
Mar 31, 2026	CLIFFWATER LLC	0.12%	126.75K	1.04M	0	0
Mar 31, 2026	ETHOS FINANCIAL GROUP, LLC	0.08%	84.04K	771.44K	0	0
Mar 31, 2026	BULLDOG INVESTORS, LLP	0.32%	334.9K	2.76M	17.6K	+5.55%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.39%	407.52K	3.35M	15.83K	+4.04%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.43%	447.63K	3.68M	-79.29K	-15.05%
Mar 31, 2026	BLACKROCK, INC.	0.47%	493.71K	4.06M	-354.44K	-41.79%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.14%	148.9K	1.23M	34.86K	+30.57%
Mar 31, 2026	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.55%	577.41K	4.75M	0	0
Mar 31, 2026	VAN ECK ASSOCIATES CORP	1.74%	1.82M	15.02M	-469.29K	-20.46%
Mar 31, 2026	GREEN SQUARE CAPITAL ADVISORS LLC	0.15%	158.26K	1.3M	35.4K	+28.81%
Mar 31, 2026	TCG ADVISORY SERVICES, LLC	0.15%	161.65K	1.33M	161.65K	+100.00%
Mar 31, 2026	LANSFORSAKRINGAR FONDFORVALTNING AB (PUBL)	0.18%	185.15K	1.52M	18.04K	+10.80%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	195.34K	1.61M	-10.03K	-4.88%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.14%	145.66K	1.2M	5K	+3.56%
Mar 31, 2026		0.19%	202.05K	1.66M	8.64K	+4.47%
Mar 31, 2026	LPL FINANCIAL LLC	0.29%	299.79K	2.47M	20.47K	+7.33%
Mar 31, 2026	D. E. SHAW & CO., INC.	0.29%	305.88K	2.52M	305.88K	+100.00%
Mar 31, 2026	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.29%	307.87K	2.53M	-35.38K	-10.31%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.03%	35.71K	293.91K	0	0
Mar 31, 2026	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.04%	38.71K	318.62K	19.34K	+99.87%
Mar 31, 2026	BALYASNY ASSET MANAGEMENT L.P.	0.07%	78.75K	648.13K	78.75K	+100.00%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	89.52K	749.29K	-60.42K	-40.29%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.1%	101.41K	834.6K	3.5K	+3.57%
Mar 31, 2026	GREAT WEST LIFE ASSURANCE CO /CAN/	0.11%	114.67K	949K	-24.66K	-17.70%
Dec 31, 2025	MUZINICH & CO., INC.	0.66%	698.95K	6.42M	212.85K	+43.79%
Dec 31, 2025	TOROSO INVESTMENTS, LLC	0.03%	36.72K	337.09K	36.72K	+100.00%
Dec 31, 2025	QUANTBOT TECHNOLOGIES LP	0.04%	40.84K	374.87K	40.84K	+100.00%
Dec 31, 2025	Y-INTERCEPT (HONG KONG) LTD	0.04%	44.81K	411.37K	44.81K	+100.00%
Dec 31, 2025	ARES MANAGEMENT LLC	3.41%	3.59M	32.96M	-206.94K	-5.45%
Dec 31, 2025	BARINGS LLC	12.97%	13.64M	125.21M	0	0
Dec 31, 2025	DIAMETER CAPITAL PARTNERS LP	0.92%	966.37K	8.87M	966.37K	+100.00%
Dec 31, 2025	SAGEGUARD FINANCIAL GROUP, LLC	0.1%	107.21K	984.21K	107.21K	+100.00%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.11%	114.04K	1.05M	114.04K	+100.00%
Dec 31, 2025	CALIBER WEALTH MANAGEMENT, LLC / KS	0.12%	121.75K	1.12M	-31.99K	-20.81%
Dec 31, 2025	GREEN SQUARE CAPITAL ADVISORS LLC	0.12%	122.86K	1.13M	-236.42K	-65.80%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.13%	140.66K	1.29M	-157	-0.11%
Dec 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.33%	343.25K	3.15M	-21.37K	-5.86%
Dec 31, 2025	JANE STREET GROUP, LLC	0.37%	384.16K	3.53M	326.53K	+566.58%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.08%	80.63K	740.19K	-7.25K	-8.25%
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.08%	84.04K	771.44K	-2.61K	-3.01%
Dec 31, 2025	CITADEL ADVISORS LLC	0.1%	104.65K	960.7K	104.65K	+100.00%
Dec 31, 2025	SAXON INTERESTS, INC.	0.08%	88.38K	811.35K	88.38K	+100.00%
Dec 31, 2025	NILSINE PARTNERS, LLC	0.09%	89.45K	821.16K	2.5K	+2.88%
Dec 31, 2025	DENALI ADVISORS LLC	0.09%	94.1K	863.84K	-19.36K	-17.06%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.5%	526.92K	4.84M	-86.33K	-14.08%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.62%	651.22K	5.98M	496.69K	+321.41%
Dec 31, 2025	COLONY GROUP, LLC	0.95%	1M	9.21M	1M	+100.00%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	2.18%	2.29M	21.06M	-185.74K	-7.49%
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.04%	38.6K	354.35K	-13.45K	-25.84%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.04%	45.63K	418.87K	28.37K	+164.41%
Dec 31, 2025	JUMP FINANCIAL, LLC	0.04%	46.47K	426.63K	46.47K	+100.00%
Dec 31, 2025	LSV ASSET MANAGEMENT	0.04%	46.7K	429K	0	0
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.05%	47.64K	437.37K	47.64K	+100.00%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.05%	47.66K	437.48K	-36.97K	-43.69%
Dec 31, 2025	HIGHPOINT ADVISOR GROUP LLC	0.05%	49.02K	449.98K	-8.68K	-15.05%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.05%	52.06K	477.87K	-10.27K	-16.47%
Dec 31, 2025	LIDO ADVISORS, LLC	0.05%	53.35K	467.38K	-2.14K	-3.85%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	54.69K	502.07K	-2.32K	-4.06%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.37%	391.69K	3.6M	-47.51K	-10.82%
Dec 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.55%	577.41K	5.3M	91.31K	+18.79%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.71%	750.73K	6.9M	117.78K	+18.61%
Dec 31, 2025	BLACKROCK, INC.	0.81%	848.15K	7.79M	-16.05K	-1.86%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.84%	879.78K	8.08M	-53	-0.01%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.84%	881.05K	8.09M	-3.8K	-0.43%
Dec 31, 2025	MORGAN STANLEY	0.86%	899.48K	8.26M	126.27K	+16.33%
Dec 31, 2025	CLIFFWATER LLC	0.12%	126.75K	1.16M	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.13%	138.23K	1.27M	911	+0.66%
Dec 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.13%	139.33K	1.28M	7.92K	+6.03%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	149.94K	1.37M	1.23K	+0.83%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.29%	301.45K	2.77M	301.45K	+100.00%
Dec 31, 2025	INVESCO LTD.	0.09%	96.9K	889.57K	-1.06M	-91.65%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	97.91K	898.81K	0	0
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.15%	159.47K	1.46M	-28.02K	-14.94%
Dec 31, 2025	LANSFORSAKRINGAR FONDFORVALTNING AB (PUBL)	0.16%	167.11K	1.53M	167.11K	+100.00%
Dec 31, 2025		0.18%	193.41K	1.78M	193.41K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	205.36K	1.89M	-27.58K	-11.84%
Dec 31, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.21%	221.63K	2.04M	-245.66K	-52.57%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	0.22%	232.64K	2.14M	-26.77K	-10.32%
Dec 31, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.23%	239.44K	2.2M	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.27%	279.33K	2.56M	-25.43K	-8.34%
Dec 31, 2025	GRANITESHARES ADVISORS LLC	0.28%	298.67K	2.74M	298.67K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	300.78K	2.76M	-28.93K	-8.77%
Dec 31, 2025	BULLDOG INVESTORS, LLP	0.3%	317.31K	2.91M	249.89K	+370.63%
Dec 31, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.34%	356.54K	3.27M	52.52K	+17.28%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.38%	401.5K	3.69M	-466.1K	-53.72%
Dec 31, 2025	UBS GROUP AG	1.42%	1.49M	13.71M	285.27K	+23.61%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.7%	733.12K	6.73M	111.93K	+18.02%
Dec 31, 2025	DIMENSION CAPITAL MANAGEMENT LLC	0.72%	758.94K	6.97M	117.61K	+18.34%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.77%	806.07K	7.4M	203.6K	+33.79%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	1.86%	1.95M	17.94M	-159.8K	-7.56%
Dec 31, 2025	MARSHALL WACE, LLP	0.07%	70.08K	643.34K	-62.7K	-47.22%
Dec 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.07%	71.62K	657.44K	-14.45K	-16.79%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.07%	71.65K	657.71K	6.87K	+10.61%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.07%	72.85K	668.75M	49.46K	+211.41%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.07%	75.38K	691.98K	-9.36K	-11.04%
Dec 31, 2025	PRIVATE MANAGEMENT GROUP INC	3.58%	3.77M	34.57M	481.17K	+14.65%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.03%	35.79K	313.53K	3.22K	+9.89%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.18%	187.49K	1.64M	-54.83K	-22.63%
Sep 30, 2025	DENALI ADVISORS LLC	0.11%	113.46K	993.89K	-21.05K	-15.65%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.57%	602.47K	5.28M	191.22K	+46.50%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.46%	486.1K	4.26M	194.73K	+66.83%
Sep 30, 2025	MUZINICH & CO., INC.	0.46%	486.1K	4.26M	194.73K	+66.83%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.42%	439.2K	3.85M	25.94K	+6.28%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.35%	364.62K	3.19M	-58.27K	-13.78%
Sep 30, 2025	GREEN SQUARE CAPITAL ADVISORS LLC	0.34%	359.28K	3.28M	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	232.94K	2.04M	15.12K	+6.94%
Sep 30, 2025	JPMORGAN CHASE & CO	0.13%	137.32K	1.2M	21.17K	+18.23%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.13%	136.82K	1.2M	-153.02K	-52.79%
Sep 30, 2025	MARSHALL WACE, LLP	0.13%	132.78K	1.16M	90.25K	+212.20%
Sep 30, 2025	ICON ADVISERS INC/CO	0.1%	109.7K	960.96K	109.7K	+100.00%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	97.91K	857.69K	-2.18K	-2.17%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	87.88K	769.81K	5.71K	+6.94%
Sep 30, 2025	NILSINE PARTNERS, LLC	0.08%	86.95K	761.67K	-3.06K	-3.40%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.08%	86.65K	759.01K	13.72K	+18.82%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.06%	64.77K	567.42K	2.05K	+3.27%
Sep 30, 2025	HIGHPOINT ADVISOR GROUP LLC	0.05%	57.7K	505.44K	-605	-1.04%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	57.01K	499K	1.16K	+2.08%
Sep 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.05%	55.47K	485.9K	-3.31K	-5.63%
Sep 30, 2025	CITIGROUP INC	0.05%	53.14K	465.46K	14.23K	+36.57%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.04%	46.7K	409K	10.6K	+29.36%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.04%	41.97K	367.64K	-1.46K	-3.35%
Sep 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.04%	41.42K	362.86K	-2.56K	-5.81%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.04%	40.92K	358K	4.2K	+11.43%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.04%	40.57K	355.42K	40.57K	+100.00%
Sep 30, 2025	BISON WEALTH, LLC	0.03%	35K	315K	35K	+100.00%
Sep 30, 2025	EAGLE GLOBAL ADVISORS LLC	0.03%	34.3K	300.42K	0	0
Sep 30, 2025	RALEIGH CAPITAL MANAGEMENT INC.	0.03%	32.89K	288.13K	106	+0.32%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.03%	32.3K	282.96K	15.4K	+91.07%
Sep 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.44%	467.29K	4.09M	27.94K	+6.36%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	154.54K	1.35M	-182.71K	-54.18%
Sep 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.08%	86.07K	753.94K	-6.19K	-6.71%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.13%	140.81K	1.23M	24	+0.02%
Sep 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.12%	131.4K	1.16M	42.19K	+47.30%
Sep 30, 2025	CLIFFWATER LLC	0.12%	126.75K	1.11M	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	329.71K	3.21M	-6.59K	-1.96%
Sep 30, 2025	LPL FINANCIAL LLC	0.29%	304.75K	2.67M	24.04K	+8.56%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.14%	146.02K	1.28M	146.02K	+100.00%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.08%	84.74K	742.28K	22.57K	+36.31%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.08%	84.63K	741.33K	9.66K	+12.88%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.25%	259.41K	2.27M	19.1K	+7.95%
Sep 30, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.29%	304.02K	2.66M	20K	+7.04%
Sep 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.23%	239.44K	2.1M	0	0
Sep 30, 2025	CALIBER WEALTH MANAGEMENT, LLC / KS	0.15%	153.74K	1.35M	-56.85K	-27.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	148.71K	1.26M	-7.56K	-4.84%
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.08%	81.87K	717.14K	81.87K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.07%	71.96K	630.33K	8.69K	+13.74%
Sep 30, 2025	BARINGS LLC	12.96%	13.64M	119.48M	0	0
Sep 30, 2025	ARES MANAGEMENT LLC	3.61%	3.8M	33.26M	0	0
Sep 30, 2025	PRIVATE MANAGEMENT GROUP INC	3.12%	3.28M	28.77M	128.2K	+4.06%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	2.36%	2.48M	21.73M	136.54K	+5.83%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	2.01%	2.11M	18.52M	115.01K	+5.75%
Sep 30, 2025	UBS GROUP AG	1.15%	1.21M	10.59M	27.42K	+2.32%
Sep 30, 2025	INVESCO LTD.	1.1%	1.16M	10.17M	40.77K	+3.64%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.92%	972.32K	8.52M	-68.22K	-6.56%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.84%	884.84K	7.75M	58.18K	+7.04%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.84%	879.83K	7.71M	41.47K	+4.95%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.82%	867.6K	7.6M	-221.6K	-20.35%
Sep 30, 2025	BLACKROCK, INC.	0.82%	864.2K	7.57M	229.15K	+36.08%
Sep 30, 2025	MORGAN STANLEY	0.73%	773.22K	6.77M	-88.15K	-10.23%
Sep 30, 2025	DIMENSION CAPITAL MANAGEMENT LLC	0.61%	641.34K	5.62M	56.41K	+9.64%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.6%	632.96K	5.55M	-83.66K	-11.67%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.59%	621.2K	5.44M	58.63K	+10.42%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.58%	613.25K	5.37M	136.92K	+28.75%
Jun 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.42%	439.35K	4.02M	66.74K	+17.91%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.4%	422.89K	3.87M	-96.89K	-18.64%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.39%	413.26K	3.78M	13.98K	+3.50%
Jun 30, 2025	TT CAPITAL MANAGEMENT LLC	0.22%	234.69K	2.08M	234.69K	+100.00%
Jun 30, 2025	CALIBER WEALTH MANAGEMENT, LLC / KS	0.2%	210.59K	1.92M	-30.53K	-12.66%
Jun 30, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.27%	284.02K	2.6M	-15.98K	-5.33%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.32%	337.25K	3.08M	13.77K	+4.26%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.39%	411.25K	3.76M	411.25K	+100.00%
Jun 30, 2025		0.2%	210.59K	1.92M	-30.53K	-12.66%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.23%	240.32K	2.2M	23.69K	+10.94%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.23%	242.33K	2.21M	-132.57K	-35.36%
Jun 30, 2025	LPL FINANCIAL LLC	0.27%	280.71K	2.57M	-13.66K	-4.64%
Jun 30, 2025	MUZINICH & CO., INC.	0.28%	291.37K	2.66M	28.46K	+10.83%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.28%	291.37K	2.66M	28.46K	+10.83%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.07%	74.97K	685K	19.64K	+35.49%
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	0.29%	306.06K	2.8M	306.06K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	336.31K	3.08M	-12.87K	-3.69%
Jun 30, 2025	GREEN SQUARE CAPITAL ADVISORS LLC	0.34%	359.28K	3.28M	298.12K	+487.46%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.39%	405.1K	3.7M	-67.76K	-14.33%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	73.67K	673.34K	14.14K	+23.76%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	82.17K	751.04K	6.68K	+8.85%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.08%	89.21K	817K	-1.91K	-2.09%
Jun 30, 2025	ARES MANAGEMENT LLC	3.61%	3.8M	34.71M	190.02K	+5.27%
Jun 30, 2025	RALEIGH CAPITAL MANAGEMENT INC.	0.03%	32.79K	299.66K	106	+0.32%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.03%	32.57K	297.68K	21.29K	+188.86%
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.03%	31.77K	290.4K	2.4K	+8.17%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.03%	30.83K	281.75K	-1.82K	-5.57%
Jun 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.03%	29.4K	268.75K	1.41K	+5.03%
Jun 30, 2025	SIGMA PLANNING CORP	0.03%	29.16K	266.48K	1.6K	+5.80%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.03%	26.75K	244.46K	374	+1.42%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.02%	25.79K	235.74K	25.79K	+100.00%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.02%	25K	228.5K	0	0
Jun 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.02%	24.26K	221.76K	8.47K	+53.60%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.02%	24.17K	220.92K	6.93K	+40.21%
Jun 30, 2025	MORGAN STANLEY	0.82%	861.36K	7.87B	-100.7K	-10.47%
Jun 30, 2025	BARINGS LLC	12.96%	13.64M	124.67M	0	0
Jun 30, 2025	PRIVATE MANAGEMENT GROUP INC	3%	3.16M	28.85M	59.81K	+1.93%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.03%	36.73K	336K	237	+0.65%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.03%	36.1K	330K	0	0
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.99%	1.04M	9.51M	-32.59K	-3.04%
Jun 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.09%	92.26K	843.24K	3.32K	+3.74%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.1%	100.09K	914.79K	2.03K	+2.06%
Jun 30, 2025	CLIFFWATER LLC	0.12%	126.75K	1.16M	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.13%	140.79K	1.29M	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.45%	476.33K	4.35M	8.41K	+1.80%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	217.82K	1.99M	10.66K	+5.15%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.28%	289.84K	2.65M	142.72K	+97.01%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.53%	562.56K	5.14M	-169.73K	-23.18%
Jun 30, 2025	UBS GROUP AG	1.12%	1.18M	10.79M	330.23K	+38.81%
Jun 30, 2025	NILSINE PARTNERS, LLC	0.09%	90.01K	822.7K	90.01K	+100.00%
Jun 30, 2025	DENALI ADVISORS LLC	0.13%	134.5K	1.23M	-3.65K	-2.64%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.14%	142.75K	1.3M	142.75K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	156.27K	1.45M	3.93K	+2.58%
Jun 30, 2025	BULLDOG INVESTORS, LLP	0.2%	210.5K	1.92M	210.5K	+100.00%
Jun 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.23%	239.44K	2.19M	0	0
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.04%	38.6K	352.8K	-11.61K	-23.13%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.07%	72.92K	666.53K	8.44K	+13.09%
Jun 30, 2025	BARD ASSOCIATES INC	0.06%	67.32K	615.3K	-550	-0.81%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.06%	62.72K	573.28K	10.99K	+21.24%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.06%	62.17K	568.19K	-8.97K	-12.61%
Jun 30, 2025	ROYAL BANK OF CANADA	0.06%	60.67K	555K	23.56K	+63.47%
Jun 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.06%	58.78K	537.21K	39.57K	+206.09%
Jun 30, 2025	HIGHPOINT ADVISOR GROUP LLC	0.06%	58.3K	532.89K	345	+0.60%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	55.85K	510K	-5.89K	-9.54%
Jun 30, 2025	LIDO ADVISORS, LLC	0.05%	55.45K	506.79K	-10.88K	-16.40%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.05%	52.88K	506.09K	4.05K	+8.29%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.04%	44.28K	404.75K	-1.86K	-4.04%
Jun 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.04%	43.98K	401.95K	365	+0.84%
Jun 30, 2025	MARSHALL WACE, LLP	0.04%	42.53K	388.72K	-56.9K	-57.23%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.04%	41.64K	380.6K	31K	+291.11%
Jun 30, 2025	JPMORGAN CHASE & CO	0.11%	116.15K	1.06M	-35.24K	-23.28%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	2.23%	2.34M	21.42M	169.67K	+7.81%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	1.49%	1.57M	14.36M	-388.59K	-19.83%
Jun 30, 2025	INVESCO LTD.	1.06%	1.12M	10.24M	14.38K	+1.30%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	1.04%	1.09M	9.96M	-218.7K	-16.72%
Jun 30, 2025	BLACKROCK, INC.	0.6%	635.05K	5.8M	107.49K	+20.38%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.8%	838.37K	7.66M	23.26K	+2.85%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.79%	826.66K	7.56M	126.69K	+18.10%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.68%	716.61K	6.55M	23.33K	+3.37%
Jun 30, 2025	DIMENSION CAPITAL MANAGEMENT LLC	0.56%	584.93K	5.35M	44.78K	+8.29%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.21%	216.62K	2.07M	-113.23K	-34.33%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.69%	732.29K	6.99M	167.83K	+29.73%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.1%	108.28K	1.03M	24.52K	+29.27%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	98.06K	942.37K	5K	+5.37%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.09%	91.14K	869.45K	53.77K	+143.92%
Mar 31, 2025	BARINGS LLC	12.94%	13.64M	130.12M	0	0
Mar 31, 2025	ARES MANAGEMENT LLC	3.42%	3.61M	34.41M	0	0
Mar 31, 2025	PRIVATE MANAGEMENT GROUP INC	2.94%	3.1M	29.54M	12.21K	+0.40%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	2.06%	2.17M	20.74M	-174.16K	-7.42%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	1.86%	1.96M	18.7M	231.36K	+13.38%
Mar 31, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.28%	300K	2.86M	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.28%	294.37K	2.81M	13.9K	+4.96%
Mar 31, 2025	DENALI ADVISORS LLC	0.13%	138.15K	1.32M	11.55K	+9.12%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.12%	130.04K	1.24M	130.04K	+100.00%
Mar 31, 2025	CLIFFWATER LLC	0.12%	126.75K	1.21M	7.15K	+5.97%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.11%	119.34K	1.14M	-192.2K	-61.69%
Mar 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.09%	91.12K	870K	16.06K	+21.40%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	91K	868.14K	43.3K	+90.78%
Mar 31, 2025	INVESCO LTD.	1.05%	1.11M	10.55M	13.84K	+1.27%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.66%	699.97K	6.68M	273.28K	+64.04%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.66%	693.28K	6.6M	-44.51K	-6.03%
Mar 31, 2025	DIMENSION CAPITAL MANAGEMENT LLC	0.51%	540.15K	5.15M	37.05K	+7.36%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.49%	519.78K	4.96M	2.03K	+0.39%
Mar 31, 2025		0.23%	241.13K	2.3M	241.13K	+100.00%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.16%	171.45K	1.64M	158.71K	+1,246.08%
Mar 31, 2025	JPMORGAN CHASE & CO	0.14%	151.39K	1.44M	31.78K	+26.56%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.14%	147.12K	1.4M	18.24K	+14.15%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.13%	140.79K	1.34M	0	0
Mar 31, 2025	ICON ADVISERS INC/CO	0.1%	102.95K	982.15K	-166.35K	-61.77%
Mar 31, 2025	MORGAN STANLEY	0.91%	962.06K	9.18M	227.31K	+30.94%
Mar 31, 2025	UBS GROUP AG	0.81%	850.83K	8.12M	278.32K	+48.62%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.77%	815.11K	7.78M	109.48K	+15.52%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.45%	472.87K	4.51M	266.4K	+129.03%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.44%	467.92K	4.46M	-64.57K	-12.13%
Mar 31, 2025	BLACKROCK, INC.	0.5%	527.55K	5.03M	-26.94K	-4.86%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	1.24%	1.31M	12.48M	455.6K	+53.46%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.02%	1.07M	10.24M	6.54K	+0.61%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.38%	399.28K	3.81M	21.42K	+5.67%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.36%	374.89K	3.58M	-108.16K	-22.39%
Mar 31, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.35%	372.61K	3.56M	23.56K	+6.75%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	349.18K	3.33M	30.49K	+9.57%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	323.48K	3.09M	-605.61K	-65.18%
Mar 31, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.29%	301.72K	2.88M	301.72K	+100.00%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	262.91K	2.51M	20.68K	+8.54%
Mar 31, 2025	MUZINICH & CO., INC.	0.25%	262.91K	2.51M	20.68K	+8.54%
Mar 31, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.23%	239.44K	2.28M	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	207.16K	1.98M	-13.98K	-6.32%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	152.34K	1.45M	70.69K	+86.58%
Mar 31, 2025	CITADEL ADVISORS LLC	0.09%	99.5K	949.23K	94.2K	+1,777.36%
Mar 31, 2025	MARSHALL WACE, LLP	0.09%	99.43K	948.55K	46.7K	+88.57%
Mar 31, 2024	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.05%	52.81K	491K	52.81K	+100.00%
Mar 31, 2024	MUZINICH & CO., INC.	0.24%	255.49K	2.19M	0	0
Mar 31, 2024	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.23%	239.44K	2.23M	0	0
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.2%	215.3K	2M	0	0
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.18%	192.57K	1.79M	-62.92K	-24.63%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.17%	176.26K	1.64M	-37.67K	-17.61%
Mar 31, 2024	MCKINLEY CAPITAL MANAGEMENT LLC	0.15%	155.96K	1.45M	-6.26K	-3.86%
Mar 31, 2024	HIGHPOINT ADVISOR GROUP LLC	0.08%	89.85K	881K	-454	-0.50%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.08%	88.78K	826K	-9.89K	-10.02%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.08%	88.3K	820.99K	-2.23K	-2.46%
Mar 31, 2024	HARBOR CAPITAL ADVISORS, INC.	0.08%	79.79K	742K	79.79K	+100.00%
Mar 31, 2024	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.29%	303K	2.82M	15.95K	+5.56%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.13%	140.5K	1.31M	0	0
Mar 31, 2024	BULLDOG INVESTORS, LLP	0.29%	306.45K	2.85M	-212.13K	-40.91%
Mar 31, 2024	LM ADVISORS LLC	0.12%	126.54K	2.65M	126.54K	+100.00%
Mar 31, 2024	GREEN SQUARE CAPITAL ADVISORS LLC	0.11%	116.1K	1.08M	116.1K	+100.00%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.07%	76.82K	714.42K	-22.75K	-22.85%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.09%	98.57K	916.67K	81.31K	+471.07%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.09%	98.42K	915.32K	-51.03K	-34.15%
Mar 31, 2024	SUNBELT SECURITIES, INC.	0.06%	65.43K	608.46K	-1.24K	-1.86%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.06%	67.96K	632.01K	4.53K	+7.14%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	52.53K	488.48K	52.53K	+100.00%
Mar 31, 2024	BARD ASSOCIATES INC	0.07%	71.05K	660.77K	0	0
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.07%	74.05K	689K	-7.74K	-9.46%
Mar 31, 2024	CONDOR CAPITAL MANAGEMENT	0.24%	258.64K	2.41M	16.93K	+7.00%
Mar 31, 2024	HRT FINANCIAL LP	0.05%	53.38K	496K	53.38K	+100.00%
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	0.05%	55.68K	517.81K	-3K	-5.12%
Mar 31, 2024	GLOBAL ASSETS ADVISORY, LLC	0.05%	55.78K	6.04M	55.78K	+100.00%
Mar 31, 2024	RETIREMENT GROUP, LLC	0.06%	63.04K	586.3K	82	+0.13%
Mar 31, 2024	ARES MANAGEMENT LLC	3.87%	4.1M	38.16M	-244.66K	-5.63%
Mar 31, 2024	PRIVATE MANAGEMENT GROUP INC	2.86%	3.03M	28.17M	2.68K	+0.09%
Mar 31, 2024	CALLODINE CAPITAL MANAGEMENT, LP	1.83%	1.94M	18.05M	-192.53K	-9.02%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	1.71%	1.82M	16.9M	125.72K	+7.43%
Mar 31, 2024	UBS GROUP AG	1.08%	1.15M	10.7M	42.42K	+3.83%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.79%	840.3K	7.81M	149.3K	+21.61%
Mar 31, 2024	DIMENSION CAPITAL MANAGEMENT LLC	0.71%	756.72K	7.04M	-40.34K	-5.06%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.62%	663.9K	6.17M	18.83K	+2.92%
Mar 31, 2024	NICOLA WEALTH MANAGEMENT LTD.	0.58%	614K	7.73M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.49%	518.02K	4.82M	2.24K	+0.43%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.48%	510.9K	4.75M	-56.66K	-9.98%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.47%	501.68K	4.67M	501.68K	+100.00%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.34%	363.32K	3.38M	20.85K	+6.09%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.32%	335.77K	3.12M	20.05K	+6.35%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.07%	76.2K	709K	76.2K	+100.00%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.56%	591.6K	5.5M	0	0
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.55%	587.6K	5.46M	74.01K	+14.41%
Mar 31, 2024	MORGAN STANLEY	0.53%	559.31K	5.2M	63.25K	+12.75%
Mar 31, 2024	BLACKROCK INC.	0.45%	481.72K	4.48M	-14.08K	-2.84%
Mar 31, 2024	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.28%	296.55K	2.76M	110.04K	+59.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	290.34K	2.7M	-9.95K	-3.31%
Mar 31, 2024	LPL FINANCIAL LLC	0.27%	284.21K	2.64M	29.84K	+11.73%
Mar 31, 2024	CLIFFWATER LLC	0.11%	113.3K	1.05M	0	0
Mar 31, 2024	JUMP FINANCIAL, LLC	0.1%	103.61K	963.6K	31.08K	+42.86%
Mar 31, 2024	BARINGS LLC	12.86%	13.64M	126.85M	0	0
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	1.29%	1.37M	12.26M	-6.06K	-0.44%
Mar 31, 2024	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.19%	1.26M	11.72B	-278.62K	-18.10%
Mar 31, 2024	INVESCO LTD.	0.97%	1.03M	9.55M	46.82K	+4.78%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.95%	1.01M	9.37M	225.25K	+28.78%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.83%	883.12K	8.21M	-354.51K	-28.64%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.82%	864.81K	8.04M	53.43K	+6.59%
Dec 31, 2023	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.22%	239.44K	2.05M	0	0
Dec 31, 2023	CONDOR CAPITAL MANAGEMENT	0.23%	241.71K	2.07M	18.6K	+8.33%
Dec 31, 2023	LPL FINANCIAL LLC	0.24%	254.37K	2.18M	-19.08K	-6.98%
Dec 31, 2023	MUZINICH & CO., INC.	0.24%	255.49K	2.19M	-1.26K	-0.49%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	255.49K	2.19M	0	0
Dec 31, 2023	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.25%	266.97K	1.64M	0	0
Dec 31, 2023		0.27%	287.05K	2.46M	6.83K	+2.44%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	300.29K	2.58M	-11.13K	-3.57%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	0.3%	315.72K	2.71M	-31.42K	-9.05%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.32%	342.47K	2.94M	-53.48K	-13.51%
Dec 31, 2023	BLACKROCK INC.	0.47%	495.8K	4.25M	11.94K	+2.47%
Dec 31, 2023	MORGAN STANLEY	0.47%	496.06K	4.26M	126.77K	+34.33%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.48%	513.59K	4.41M	133.89K	+35.26%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.48%	515.77K	4.43M	-217.17K	-29.63%
Dec 31, 2023	BULLDOG INVESTORS, LLP	0.49%	518.58K	4.45M	-1.11K	-0.21%
Dec 31, 2023	JUMP FINANCIAL, LLC	0.07%	72.53K	622.31K	72.53K	+100.00%
Dec 31, 2023	GREAT WEST LIFE ASSURANCE CO /CAN/	0.08%	81.79K	696K	-8.15K	-9.06%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.53%	567.56K	4.87M	-202.77K	-26.32%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.56%	591.6K	5.08M	-359	-0.06%
Dec 31, 2023	NICOLA WEALTH MANAGEMENT LTD.	0.58%	614K	6.97M	0	0
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.61%	645.07K	5.53M	-10.86K	-1.66%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.65%	691K	5.93M	-140.2K	-16.87%
Dec 31, 2023	HIGHPOINT ADVISOR GROUP LLC	0.08%	90.31K	815K	90.31K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.09%	90.53K	776.75K	4.53K	+5.26%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.09%	98.67K	846K	-5.05K	-4.87%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.73%	782.62K	6.71M	-92.59K	-10.58%
Dec 31, 2023	DIMENSION CAPITAL MANAGEMENT LLC	0.75%	797.06K	6.84M	-10.5K	-1.30%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.76%	811.38K	6.96M	36.27K	+4.68%
Dec 31, 2023	INVESCO LTD.	0.92%	979.99K	8.41M	979.99K	+100.00%
Dec 31, 2023	UBS GROUP AG	1.04%	1.11M	9.5M	-546.44K	-33.03%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.16%	1.24M	10.62M	-43.37K	-3.39%
Dec 31, 2023	BARD ASSOCIATES INC	0.07%	71.05K	609.61K	778	+1.11%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	1.29%	1.37M	11.77M	11.28K	+0.83%
Dec 31, 2023	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.44%	1.54M	13.2M	1.54M	+100.00%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	1.59%	1.69M	14.51M	161.13K	+10.53%
Dec 31, 2023	CALLODINE CAPITAL MANAGEMENT, LP	2%	2.13M	18.3M	-312.57K	-12.78%
Dec 31, 2023	PRIVATE MANAGEMENT GROUP INC	2.84%	3.03M	25.97M	79.15K	+2.69%
Dec 31, 2023	ARES MANAGEMENT LLC	4.08%	4.35M	37.3M	25.1K	+0.58%
Dec 31, 2023	BARINGS LLC	12.81%	13.64M	117.03M	0	0
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.09%	99.57K	854.34K	-10.1K	-9.21%
Dec 31, 2023	CLIFFWATER LLC	0.11%	113.3K	972.1K	3.24K	+2.94%
Dec 31, 2023	ALPINE GLOBAL MANAGEMENT, LLC	0.11%	115K	986.7K	12.5K	+12.20%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.11%	119.26K	1.09M	21.01K	+21.38%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.11%	119.35K	1.02M	7.18K	+6.40%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.13%	140.5K	1.21M	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.14%	149.45K	1.28M	-11K	-6.86%
Dec 31, 2023	MCKINLEY CAPITAL MANAGEMENT LLC	0.15%	162.22K	1.39M	-2.12K	-1.29%
Dec 31, 2023	PRIVIUM FUND MANAGEMENT (UK) LTD	0.16%	174.4K	1.53M	174.4K	+100.00%
Dec 31, 2023	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.18%	186.51K	1.6M	18.51K	+11.02%
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.2%	213.92K	1.84M	62.72K	+41.48%
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.2%	215.3K	1.85M	-191.59K	-47.09%
Sep 30, 2023	TUDOR INVESTMENT CORP ET AL	0.14%	151.21K	-	151.21K	+100.00%
Sep 30, 2023	MCKINLEY CAPITAL MANAGEMENT LLC	0.15%	164.33K	-	-9.58K	-5.51%
Sep 30, 2023	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.16%	168K	-	4.71K	+2.89%
Sep 30, 2023	GRANITESHARES ADVISORS LLC	0.17%	178.54K	-	6.85K	+3.99%
Sep 30, 2023	CONDOR CAPITAL MANAGEMENT	0.21%	223.11K	-	25.86K	+13.11%
Sep 30, 2023	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.22%	239.44K	-	0	0
Sep 30, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	255.49K	-	0	0
Sep 30, 2023	MUZINICH & CO., INC.	0.24%	256.74K	-	1.26K	+0.49%
Sep 30, 2023	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.25%	266.97K	-	252.08K	+1,692.94%
Sep 30, 2023	LPL FINANCIAL LLC	0.25%	273.45K	-	36.57K	+15.44%
Sep 30, 2023		0.26%	280.23K	-	280.23K	+100.00%
Sep 30, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	311.42K	-	-47.02K	-13.12%
Sep 30, 2023	NEUBERGER BERMAN GROUP LLC	0.32%	347.14K	-	15.27K	+4.60%
Sep 30, 2023	MORGAN STANLEY	0.34%	369.28K	-	17.01K	+4.83%
Sep 30, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.35%	379.7K	-	100.29K	+35.89%
Sep 30, 2023	ROYCE & ASSOCIATES LP	0.38%	406.89K	-	0	0
Sep 30, 2023	BLACKROCK INC.	0.45%	483.86K	-	-118.22K	-19.64%
Sep 30, 2023	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.46%	496.53K	-	10.46K	+2.15%
Sep 30, 2023	BULLDOG INVESTORS, LLP	0.48%	519.69K	-	0	0
Sep 30, 2023	NICOLA WEALTH MANAGEMENT LTD.	0.57%	614K	-	0	0
Sep 30, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.61%	655.93K	-	19.91K	+3.13%
Sep 30, 2023	ADVISOR GROUP HOLDINGS, INC.	0.72%	770.33K	-	112.03K	+17.02%
Sep 30, 2023	DIMENSION CAPITAL MANAGEMENT LLC	0.75%	807.56K	-	55.23K	+7.34%
Sep 30, 2023	TWO SIGMA ADVISERS, LP	0.77%	831.2K	-	539.7K	+185.15%
Sep 30, 2023	TWO SIGMA INVESTMENTS, LP	0.82%	875.21K	-	397.25K	+83.11%
Sep 30, 2023	WELLS FARGO & COMPANY/MN	1.19%	1.28M	-	-1.34K	-0.10%
Sep 30, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	1.27%	1.36M	-	-59.35K	-4.18%
Sep 30, 2023	VAN ECK ASSOCIATES CORP	1.42%	1.53M	-	76.39K	+5.26%
Sep 30, 2023	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.43%	1.53M	-	-20.97K	-1.35%
Sep 30, 2023	UBS GROUP AG	1.54%	1.65M	-	-216.63K	-11.58%
Sep 30, 2023	CALLODINE CAPITAL MANAGEMENT, LP	2.28%	2.45M	-	-28.64K	-1.16%
Sep 30, 2023	PRIVATE MANAGEMENT GROUP INC	2.74%	2.95M	-	-5.56K	-0.19%
Sep 30, 2023	ARES MANAGEMENT LLC	4.03%	4.32M	-	-58K	-1.32%
Sep 30, 2023	BARD ASSOCIATES INC	0.07%	70.27K	-	0	0
Sep 30, 2023	AMERIPRISE FINANCIAL INC	0.08%	86.01K	-	21.11K	+32.54%
Sep 30, 2023	AE WEALTH MANAGEMENT LLC	0.09%	98.26K	-	-25.94K	-20.89%
Sep 30, 2023	ALPINE GLOBAL MANAGEMENT, LLC	0.1%	102.5K	-	102.5K	+100.00%
Sep 30, 2023	HIGHTOWER ADVISORS, LLC	0.1%	103.72K	-	-4.33K	-4.01%
Sep 30, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.1%	109.67K	-	-1.76K	-1.58%
Sep 30, 2023	BARINGS LLC	12.7%	13.64M	-	0	0
Sep 30, 2023	CLIFFWATER LLC	0.1%	110.06K	-	-810.67K	-88.05%
Sep 30, 2023	RIVERBRIDGE PARTNERS LLC	0.1%	110.9K	-	13.88K	+14.30%
Sep 30, 2023	GOLDMAN SACHS GROUP INC	0.1%	112.17K	-	112.17K	+100.00%
Sep 30, 2023	PUTNAM INVESTMENTS LLC	0.11%	117.15K	-	15.05K	+14.74%
Sep 30, 2023	VIRTUS ETF ADVISERS LLC	0.07%	70.13K	-	25.97K	+58.79%
Sep 30, 2023	STIFEL FINANCIAL CORP	0.06%	65.06K	-	12.94K	+24.84%
Sep 30, 2023	CREATIVE PLANNING	0.05%	56.61K	-	28.77K	+103.30%
Sep 30, 2023	APOLLON WEALTH MANAGEMENT, LLC	0.05%	56.47K	-	11.07K	+24.39%
Sep 30, 2023	LSV ASSET MANAGEMENT	0.13%	140.5K	-	140.5K	+100.00%
Sep 30, 2023	RAYMOND JAMES & ASSOCIATES	0.15%	160.46K	-	14.66K	+10.05%

Insiders

Among the BBDC insiders holding of 0.57% of the stake in company, BARINGS LLC, 10 percent owner, holds the largest shares of 13.64M. FRENO MICHAEL, Officer of Adviser, is the second largest BBDC insider with ownership of 71.15K shares. LLOYD ERIC J, CEO, stands third with possession of 66.47K shares of that stake.

Insiders	Designation	Shares Held
BARINGS LLC	10 percent owner	13.64M
FRENO MICHAEL	Officer of Adviser	71.15K
LLOYD ERIC J	CEO	66.47K
BYERS STEPHEN R	director	64.57K
CRADDOCK GEOFF		30K
MCDONNELL THOMAS	Chief Executive Officer	26K
MURRAY ELIZABETH A.	CFO and COO and PAO	25.39K
O'CONNOR MICHAEL JAMES		25K
FINKE THOMAS M	director	25K
BOCK JONATHAN	Chief Financial Officer	22.08K
FREUND MATTHEW	President	20K
MIHALICK DAVID	director	20K
OKEL THOMAS	director	19.44K
CRANDALL ROGER W		18.25K
FINKE THOMAS F	director	10K
CHILLAG JEFFREY	Director of Finance	7.87K
CARY CHRISTOPHER	Head of Stakeholder Relations	6.3K
SWITZER JOHN	director	6K
LANDSBERG JONATHAN	Assistant Director of Finance	5.34K
PERLEY ALBERT	Treasurer	1.9K
MERRITT SEARS		1.36K
DINERMAN JILL	Associate Director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 03, 2026	MCDONNELL THOMAS	PURCHASE	8.27	10K	82.7K	26K
Dec 09, 2025	BYERS STEPHEN R	SALE	8.98	5.67K	50.93K	64.57K
Jun 06, 2025	BYERS STEPHEN R	PURCHASE	8.89	8.7K	77.34K	59.73K
Jun 06, 2025	MURRAY ELIZABETH A.	PURCHASE	8.84	3.4K	30.06K	25.39K
May 19, 2025	LLOYD ERIC J	PURCHASE	9.13	27.28K	248.99K	66.47K
May 19, 2025	FREUND MATTHEW	PURCHASE	9.07	3.52K	31.93K	20K
Dec 11, 2024	FREUND MATTHEW	PURCHASE	9.72	1.5K	14.58K	14.97K
Nov 15, 2024	BYERS STEPHEN R	PURCHASE	9.95	13.57K	134.97K	40.45K
Nov 08, 2024	BYERS STEPHEN R	PURCHASE	9.63	1.35K	13K	26.89K
May 09, 2024	FRENO MICHAEL	PURCHASE	9.73	27.5K	267.49K	71.15K
Feb 28, 2024	BYERS STEPHEN R	PURCHASE	9.70	570	5.53K	21.65K
Jul 18, 2023	BYERS STEPHEN R	PURCHASE	8.03	400	3.21K	21.08K
May 16, 2023	O'CONNOR MICHAEL JAMES	PURCHASE	7.43	25K	185.73K	25K
May 11, 2023	MERRITT SEARS	PURCHASE	7.36	1.36K	9.99K	1.36K
May 11, 2023	MURRAY ELIZABETH A.	PURCHASE	7.23	2.5K	18.07K	14.53K
May 09, 2023	PERLEY ALBERT	PURCHASE	7.21	1.9K	13.7K	1.9K
May 09, 2023	FRENO MICHAEL	PURCHASE	7.20	14K	100.86K	27.29K
May 08, 2023	CHILLAG JEFFREY	SALE	7.22	500	3.61K	7.87K
Apr 10, 2023	CRADDOCK GEOFF	PURCHASE	7.67	10K	76.7K	30K
Mar 09, 2023	OKEL THOMAS	PURCHASE	8.05	9.4K	75.67K	19.44K
Jan 25, 2023	BYERS STEPHEN R	PURCHASE	8.55	466	3.98K	20.02K
Jun 17, 2022	BYERS STEPHEN R	PURCHASE	9.27	236	2.19K	18.12K
Jun 03, 2022	BYERS STEPHEN R	PURCHASE	10.38	1.85K	19.19K	17.89K
May 09, 2022	BYERS STEPHEN R	PURCHASE	10.22	235	2.4K	16.04K
Dec 01, 2021	MIHALICK DAVID	PURCHASE	10.80	5K	54K	20K
Nov 29, 2021	MCDONNELL THOMAS	PURCHASE	10.85	5K	54.25K	13K
Sep 28, 2021	OKEL THOMAS	PURCHASE	11.02	4.14K	45.58K	9.64K
Aug 10, 2021	CRANDALL ROGER W	PURCHASE	10.95	3K	32.85K	18.25K
Jun 09, 2021	MCDONNELL THOMAS	PURCHASE	10.53	3K	31.59K	8K
May 11, 2021	MCDONNELL THOMAS	PURCHASE	10.39	2K	20.78K	5K
Mar 30, 2021	MCDONNELL THOMAS	PURCHASE	9.95	2K	19.9K	3K
Mar 26, 2021	MCDONNELL THOMAS	PURCHASE	9.90	1K	9.9K	1K
Dec 21, 2020	SWITZER JOHN	PURCHASE	9.11	1K	9.11K	6K
Dec 07, 2020	MIHALICK DAVID	PURCHASE	8.97	7.86K	70.51K	15K
Dec 04, 2020	MIHALICK DAVID	PURCHASE	9.04	7.14K	64.53K	7.14K
May 26, 2020	CRADDOCK GEOFF	PURCHASE	7.22	6K	43.32K	16K
May 14, 2020	CRANDALL ROGER W	PURCHASE	6.68	15.25K	101.81K	15.25K
May 13, 2020	CRANDALL ROGER W	PURCHASE	6.59	1K	6.59K	12.25K
May 12, 2020	CRANDALL ROGER W	PURCHASE	6.68	2K	13.36K	11.25K
May 08, 2020	CRANDALL ROGER W	PURCHASE	6.73	300	2.02K	3.05K
May 06, 2020	CRANDALL ROGER W	PURCHASE	6.84	500	3.42K	500
May 05, 2020	FINKE THOMAS M	PURCHASE	7.00	15K	105.04K	25K
May 04, 2020	DINERMAN JILL	SALE	6.84	500	3.42K	0
Mar 13, 2020	FRENO MICHAEL	PURCHASE	8.13	2.75K	22.36K	13.29K
Mar 12, 2020	BOCK JONATHAN	PURCHASE	8.32	5.88K	48.88K	22.08K
Mar 12, 2020	LLOYD ERIC J	PURCHASE	8.22	14K	115.09K	29.45K
Mar 12, 2020	CARY CHRISTOPHER	PURCHASE	8.00	300	2.4K	6.3K
Nov 20, 2019	FINKE THOMAS F	PURCHASE	10.30	8K	82.4K	10K
Aug 28, 2019	SWITZER JOHN	PURCHASE	9.88	3K	29.64K	5K
Mar 29, 2019	LANDSBERG JONATHAN	PURCHASE	9.93	2.13K	21.18K	5.34K
Mar 06, 2019	CRADDOCK GEOFF	PURCHASE	9.83	4.9K	48.16K	9.9K
Feb 11, 2019	BARINGS LLC	PURCHASE	9.71	1	9.71	13.64M
Feb 08, 2019	BARINGS LLC	PURCHASE	9.68	30.44K	294.67K	13.64M
Feb 07, 2019	BARINGS LLC	PURCHASE	9.70	30.5K	295.89K	13.61M
Feb 06, 2019	BARINGS LLC	PURCHASE	9.81	29.33K	287.79K	13.58M
Feb 05, 2019	BARINGS LLC	PURCHASE	9.85	35.7K	351.67K	13.55M
Feb 04, 2019	BARINGS LLC	PURCHASE	9.87	21.66K	213.78K	13.51M
Feb 01, 2019	BARINGS LLC	PURCHASE	9.87	29.77K	293.8K	13.49M
Jan 31, 2019	BARINGS LLC	PURCHASE	9.88	23.51K	232.29K	13.46M
Jan 30, 2019	BARINGS LLC	PURCHASE	9.86	41.3K	407.4K	13.44M
Jan 29, 2019	BARINGS LLC	PURCHASE	9.80	41.3K	404.56K	13.4M
Jan 28, 2019	BARINGS LLC	PURCHASE	9.73	25K	243.35K	13.36M
Jan 25, 2019	BARINGS LLC	PURCHASE	9.74	34.6K	337K	13.33M
Jan 24, 2019	BARINGS LLC	PURCHASE	9.73	14.7K	143.05K	13.3M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE10K1

SALES00

NET SHARES10K1

SHARES HELD26K1

% NET SHARES-61.54%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

0.57% Percentage of Shares held by All Insiders

46.25% Percentage of Shares held by All Institutions

46.52% Percentage of Float held by Institutions

239

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	JANE STREET GROUP, LLC	0.04%	41.02K	337.6K	-343.14K	-89.32%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.04%	42.08K	346.32K	-5.58K	-11.70%
Mar 31, 2026	LSV ASSET MANAGEMENT	0.04%	46.7K	384K	0	0
Mar 31, 2026	MQS MANAGEMENT LLC	0.04%	47.24K	388.74K	47.24K	+100.00%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.05%	47.72K	392.77K	2.1K	+4.59%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	50.84K	418.44K	-3.85K	-7.03%
Mar 31, 2026	LIDO ADVISORS, LLC	0.05%	52.8K	434.55K	-552	-1.03%
Mar 31, 2026	VIRTUS INVESTMENT ADVISERS, INC.	0.05%	55.99K	460.81K	-15.63K	-21.82%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.06%	60.17K	495.22K	27.69K	+85.22%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.06%	60.74K	499.86K	8.68K	+16.68%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.06%	66.4K	546.46K	-5.25K	-7.32%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.07%	75.37K	620.26K	-13	-0.02%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.07%	75.75K	623.46K	-4.88K	-6.05%
Mar 31, 2026	DENALI ADVISORS LLC	0.09%	91.05K	749.32K	-3.05K	-3.24%
Mar 31, 2026	SAXON INTERESTS, INC.	0.09%	91.51K	753.12K	3.13K	+3.54%
Mar 31, 2026	SAGEGUARD FINANCIAL GROUP, LLC	0.1%	108.12K	889.81K	905	+0.84%
Mar 31, 2026	INVESCO LTD.	0.11%	110.73K	911.3K	13.83K	+14.27%
Mar 31, 2026	CALLODINE CAPITAL MANAGEMENT, LP	0.25%	260K	2.14M	-96.54K	-27.08%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.27%	279.84K	2.3M	-20.95K	-6.96%
Mar 31, 2026	COLONY GROUP, LLC	0.91%	955.18K	7.86M	-47.73K	-4.76%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.93%	979.33K	8.06M	246.21K	+33.58%
Mar 31, 2026	DIMENSION CAPITAL MANAGEMENT LLC	0.94%	985.16K	8.11M	226.22K	+29.81%
Mar 31, 2026	MORGAN STANLEY	0.95%	997.82K	8.21M	98.33K	+10.93%
Mar 31, 2026	DIAMETER CAPITAL PARTNERS LP	1.4%	1.47M	12.11M	505.43K	+52.30%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.2%	206.54K	1.7M	47.06K	+29.51%
Mar 31, 2026	NEUBERGER BERMAN GROUP LLC	0.22%	226.95K	1.87M	-5.69K	-2.45%
Mar 31, 2026	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.23%	240.3K	1.98M	220.54K	+1,116.03%
Mar 31, 2026	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.23%	246.76K	2.03M	25.13K	+11.34%
Mar 31, 2026	GRANITESHARES ADVISORS LLC	0.25%	268K	2.21M	-30.67K	-10.27%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.81%	847.77K	6.98M	546.32K	+181.23%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.81%	850.98K	7.01M	100.25K	+13.35%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.88%	925.42K	7.62M	45.64K	+5.19%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.92%	970.76K	7.99M	89.72K	+10.18%
Mar 31, 2026	UBS GROUP AG	1.51%	1.58M	13.03M	89.04K	+5.96%
Mar 31, 2026	PRIVATE MANAGEMENT GROUP INC	4.09%	4.3M	35.39M	534.56K	+14.20%
Mar 31, 2026	BARINGS LLC	12.97%	13.64M	112.25M	0	0
Mar 31, 2026	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.07%	76.27K	627.71K	50.1K	+191.38%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	2.21%	2.32M	19.13M	369.64K	+18.91%
Mar 31, 2026	ARES MANAGEMENT LLC	3.45%	3.63M	29.88M	40K	+1.11%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.59%	616.76K	5.08M	-34.47K	-5.29%
Mar 31, 2026	MUZINICH & CO., INC.	0.67%	700.46K	5.76M	1.51K	+0.22%
Mar 31, 2026	CALIBER WEALTH MANAGEMENT, LLC / KS	0.08%	80.65K	663.75K	-41.1K	-33.76%
Mar 31, 2026	CLIFFWATER LLC	0.12%	126.75K	1.04M	0	0
Mar 31, 2026	ETHOS FINANCIAL GROUP, LLC	0.08%	84.04K	771.44K	0	0
Mar 31, 2026	BULLDOG INVESTORS, LLP	0.32%	334.9K	2.76M	17.6K	+5.55%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.39%	407.52K	3.35M	15.83K	+4.04%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.43%	447.63K	3.68M	-79.29K	-15.05%
Mar 31, 2026	BLACKROCK, INC.	0.47%	493.71K	4.06M	-354.44K	-41.79%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.14%	148.9K	1.23M	34.86K	+30.57%
Mar 31, 2026	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.55%	577.41K	4.75M	0	0
Mar 31, 2026	VAN ECK ASSOCIATES CORP	1.74%	1.82M	15.02M	-469.29K	-20.46%
Mar 31, 2026	GREEN SQUARE CAPITAL ADVISORS LLC	0.15%	158.26K	1.3M	35.4K	+28.81%
Mar 31, 2026	TCG ADVISORY SERVICES, LLC	0.15%	161.65K	1.33M	161.65K	+100.00%
Mar 31, 2026	LANSFORSAKRINGAR FONDFORVALTNING AB (PUBL)	0.18%	185.15K	1.52M	18.04K	+10.80%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	195.34K	1.61M	-10.03K	-4.88%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.14%	145.66K	1.2M	5K	+3.56%
Mar 31, 2026		0.19%	202.05K	1.66M	8.64K	+4.47%
Mar 31, 2026	LPL FINANCIAL LLC	0.29%	299.79K	2.47M	20.47K	+7.33%
Mar 31, 2026	D. E. SHAW & CO., INC.	0.29%	305.88K	2.52M	305.88K	+100.00%
Mar 31, 2026	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.29%	307.87K	2.53M	-35.38K	-10.31%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.03%	35.71K	293.91K	0	0
Mar 31, 2026	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.04%	38.71K	318.62K	19.34K	+99.87%
Mar 31, 2026	BALYASNY ASSET MANAGEMENT L.P.	0.07%	78.75K	648.13K	78.75K	+100.00%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	89.52K	749.29K	-60.42K	-40.29%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.1%	101.41K	834.6K	3.5K	+3.57%
Mar 31, 2026	GREAT WEST LIFE ASSURANCE CO /CAN/	0.11%	114.67K	949K	-24.66K	-17.70%
Dec 31, 2025	MUZINICH & CO., INC.	0.66%	698.95K	6.42M	212.85K	+43.79%
Dec 31, 2025	TOROSO INVESTMENTS, LLC	0.03%	36.72K	337.09K	36.72K	+100.00%
Dec 31, 2025	QUANTBOT TECHNOLOGIES LP	0.04%	40.84K	374.87K	40.84K	+100.00%
Dec 31, 2025	Y-INTERCEPT (HONG KONG) LTD	0.04%	44.81K	411.37K	44.81K	+100.00%
Dec 31, 2025	ARES MANAGEMENT LLC	3.41%	3.59M	32.96M	-206.94K	-5.45%
Dec 31, 2025	BARINGS LLC	12.97%	13.64M	125.21M	0	0
Dec 31, 2025	DIAMETER CAPITAL PARTNERS LP	0.92%	966.37K	8.87M	966.37K	+100.00%
Dec 31, 2025	SAGEGUARD FINANCIAL GROUP, LLC	0.1%	107.21K	984.21K	107.21K	+100.00%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.11%	114.04K	1.05M	114.04K	+100.00%
Dec 31, 2025	CALIBER WEALTH MANAGEMENT, LLC / KS	0.12%	121.75K	1.12M	-31.99K	-20.81%
Dec 31, 2025	GREEN SQUARE CAPITAL ADVISORS LLC	0.12%	122.86K	1.13M	-236.42K	-65.80%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.13%	140.66K	1.29M	-157	-0.11%
Dec 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.33%	343.25K	3.15M	-21.37K	-5.86%
Dec 31, 2025	JANE STREET GROUP, LLC	0.37%	384.16K	3.53M	326.53K	+566.58%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.08%	80.63K	740.19K	-7.25K	-8.25%
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.08%	84.04K	771.44K	-2.61K	-3.01%
Dec 31, 2025	CITADEL ADVISORS LLC	0.1%	104.65K	960.7K	104.65K	+100.00%
Dec 31, 2025	SAXON INTERESTS, INC.	0.08%	88.38K	811.35K	88.38K	+100.00%
Dec 31, 2025	NILSINE PARTNERS, LLC	0.09%	89.45K	821.16K	2.5K	+2.88%
Dec 31, 2025	DENALI ADVISORS LLC	0.09%	94.1K	863.84K	-19.36K	-17.06%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.5%	526.92K	4.84M	-86.33K	-14.08%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.62%	651.22K	5.98M	496.69K	+321.41%
Dec 31, 2025	COLONY GROUP, LLC	0.95%	1M	9.21M	1M	+100.00%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	2.18%	2.29M	21.06M	-185.74K	-7.49%
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.04%	38.6K	354.35K	-13.45K	-25.84%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.04%	45.63K	418.87K	28.37K	+164.41%
Dec 31, 2025	JUMP FINANCIAL, LLC	0.04%	46.47K	426.63K	46.47K	+100.00%
Dec 31, 2025	LSV ASSET MANAGEMENT	0.04%	46.7K	429K	0	0
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.05%	47.64K	437.37K	47.64K	+100.00%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.05%	47.66K	437.48K	-36.97K	-43.69%
Dec 31, 2025	HIGHPOINT ADVISOR GROUP LLC	0.05%	49.02K	449.98K	-8.68K	-15.05%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.05%	52.06K	477.87K	-10.27K	-16.47%
Dec 31, 2025	LIDO ADVISORS, LLC	0.05%	53.35K	467.38K	-2.14K	-3.85%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	54.69K	502.07K	-2.32K	-4.06%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.37%	391.69K	3.6M	-47.51K	-10.82%
Dec 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.55%	577.41K	5.3M	91.31K	+18.79%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.71%	750.73K	6.9M	117.78K	+18.61%
Dec 31, 2025	BLACKROCK, INC.	0.81%	848.15K	7.79M	-16.05K	-1.86%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.84%	879.78K	8.08M	-53	-0.01%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.84%	881.05K	8.09M	-3.8K	-0.43%
Dec 31, 2025	MORGAN STANLEY	0.86%	899.48K	8.26M	126.27K	+16.33%
Dec 31, 2025	CLIFFWATER LLC	0.12%	126.75K	1.16M	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.13%	138.23K	1.27M	911	+0.66%
Dec 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.13%	139.33K	1.28M	7.92K	+6.03%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	149.94K	1.37M	1.23K	+0.83%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.29%	301.45K	2.77M	301.45K	+100.00%
Dec 31, 2025	INVESCO LTD.	0.09%	96.9K	889.57K	-1.06M	-91.65%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	97.91K	898.81K	0	0
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.15%	159.47K	1.46M	-28.02K	-14.94%
Dec 31, 2025	LANSFORSAKRINGAR FONDFORVALTNING AB (PUBL)	0.16%	167.11K	1.53M	167.11K	+100.00%
Dec 31, 2025		0.18%	193.41K	1.78M	193.41K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	205.36K	1.89M	-27.58K	-11.84%
Dec 31, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.21%	221.63K	2.04M	-245.66K	-52.57%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	0.22%	232.64K	2.14M	-26.77K	-10.32%
Dec 31, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.23%	239.44K	2.2M	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.27%	279.33K	2.56M	-25.43K	-8.34%
Dec 31, 2025	GRANITESHARES ADVISORS LLC	0.28%	298.67K	2.74M	298.67K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	300.78K	2.76M	-28.93K	-8.77%
Dec 31, 2025	BULLDOG INVESTORS, LLP	0.3%	317.31K	2.91M	249.89K	+370.63%
Dec 31, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.34%	356.54K	3.27M	52.52K	+17.28%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.38%	401.5K	3.69M	-466.1K	-53.72%
Dec 31, 2025	UBS GROUP AG	1.42%	1.49M	13.71M	285.27K	+23.61%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.7%	733.12K	6.73M	111.93K	+18.02%
Dec 31, 2025	DIMENSION CAPITAL MANAGEMENT LLC	0.72%	758.94K	6.97M	117.61K	+18.34%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.77%	806.07K	7.4M	203.6K	+33.79%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	1.86%	1.95M	17.94M	-159.8K	-7.56%
Dec 31, 2025	MARSHALL WACE, LLP	0.07%	70.08K	643.34K	-62.7K	-47.22%
Dec 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.07%	71.62K	657.44K	-14.45K	-16.79%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.07%	71.65K	657.71K	6.87K	+10.61%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.07%	72.85K	668.75M	49.46K	+211.41%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.07%	75.38K	691.98K	-9.36K	-11.04%
Dec 31, 2025	PRIVATE MANAGEMENT GROUP INC	3.58%	3.77M	34.57M	481.17K	+14.65%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.03%	35.79K	313.53K	3.22K	+9.89%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.18%	187.49K	1.64M	-54.83K	-22.63%
Sep 30, 2025	DENALI ADVISORS LLC	0.11%	113.46K	993.89K	-21.05K	-15.65%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.57%	602.47K	5.28M	191.22K	+46.50%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.46%	486.1K	4.26M	194.73K	+66.83%
Sep 30, 2025	MUZINICH & CO., INC.	0.46%	486.1K	4.26M	194.73K	+66.83%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.42%	439.2K	3.85M	25.94K	+6.28%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.35%	364.62K	3.19M	-58.27K	-13.78%
Sep 30, 2025	GREEN SQUARE CAPITAL ADVISORS LLC	0.34%	359.28K	3.28M	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	232.94K	2.04M	15.12K	+6.94%
Sep 30, 2025	JPMORGAN CHASE & CO	0.13%	137.32K	1.2M	21.17K	+18.23%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.13%	136.82K	1.2M	-153.02K	-52.79%
Sep 30, 2025	MARSHALL WACE, LLP	0.13%	132.78K	1.16M	90.25K	+212.20%
Sep 30, 2025	ICON ADVISERS INC/CO	0.1%	109.7K	960.96K	109.7K	+100.00%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	97.91K	857.69K	-2.18K	-2.17%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	87.88K	769.81K	5.71K	+6.94%
Sep 30, 2025	NILSINE PARTNERS, LLC	0.08%	86.95K	761.67K	-3.06K	-3.40%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.08%	86.65K	759.01K	13.72K	+18.82%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.06%	64.77K	567.42K	2.05K	+3.27%
Sep 30, 2025	HIGHPOINT ADVISOR GROUP LLC	0.05%	57.7K	505.44K	-605	-1.04%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	57.01K	499K	1.16K	+2.08%
Sep 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.05%	55.47K	485.9K	-3.31K	-5.63%
Sep 30, 2025	CITIGROUP INC	0.05%	53.14K	465.46K	14.23K	+36.57%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.04%	46.7K	409K	10.6K	+29.36%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.04%	41.97K	367.64K	-1.46K	-3.35%
Sep 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.04%	41.42K	362.86K	-2.56K	-5.81%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.04%	40.92K	358K	4.2K	+11.43%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.04%	40.57K	355.42K	40.57K	+100.00%
Sep 30, 2025	BISON WEALTH, LLC	0.03%	35K	315K	35K	+100.00%
Sep 30, 2025	EAGLE GLOBAL ADVISORS LLC	0.03%	34.3K	300.42K	0	0
Sep 30, 2025	RALEIGH CAPITAL MANAGEMENT INC.	0.03%	32.89K	288.13K	106	+0.32%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.03%	32.3K	282.96K	15.4K	+91.07%
Sep 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.44%	467.29K	4.09M	27.94K	+6.36%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	154.54K	1.35M	-182.71K	-54.18%
Sep 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.08%	86.07K	753.94K	-6.19K	-6.71%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.13%	140.81K	1.23M	24	+0.02%
Sep 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.12%	131.4K	1.16M	42.19K	+47.30%
Sep 30, 2025	CLIFFWATER LLC	0.12%	126.75K	1.11M	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	329.71K	3.21M	-6.59K	-1.96%
Sep 30, 2025	LPL FINANCIAL LLC	0.29%	304.75K	2.67M	24.04K	+8.56%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.14%	146.02K	1.28M	146.02K	+100.00%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.08%	84.74K	742.28K	22.57K	+36.31%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.08%	84.63K	741.33K	9.66K	+12.88%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.25%	259.41K	2.27M	19.1K	+7.95%
Sep 30, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.29%	304.02K	2.66M	20K	+7.04%
Sep 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.23%	239.44K	2.1M	0	0
Sep 30, 2025	CALIBER WEALTH MANAGEMENT, LLC / KS	0.15%	153.74K	1.35M	-56.85K	-27.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	148.71K	1.26M	-7.56K	-4.84%
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.08%	81.87K	717.14K	81.87K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.07%	71.96K	630.33K	8.69K	+13.74%
Sep 30, 2025	BARINGS LLC	12.96%	13.64M	119.48M	0	0
Sep 30, 2025	ARES MANAGEMENT LLC	3.61%	3.8M	33.26M	0	0
Sep 30, 2025	PRIVATE MANAGEMENT GROUP INC	3.12%	3.28M	28.77M	128.2K	+4.06%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	2.36%	2.48M	21.73M	136.54K	+5.83%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	2.01%	2.11M	18.52M	115.01K	+5.75%
Sep 30, 2025	UBS GROUP AG	1.15%	1.21M	10.59M	27.42K	+2.32%
Sep 30, 2025	INVESCO LTD.	1.1%	1.16M	10.17M	40.77K	+3.64%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.92%	972.32K	8.52M	-68.22K	-6.56%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.84%	884.84K	7.75M	58.18K	+7.04%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.84%	879.83K	7.71M	41.47K	+4.95%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.82%	867.6K	7.6M	-221.6K	-20.35%
Sep 30, 2025	BLACKROCK, INC.	0.82%	864.2K	7.57M	229.15K	+36.08%
Sep 30, 2025	MORGAN STANLEY	0.73%	773.22K	6.77M	-88.15K	-10.23%
Sep 30, 2025	DIMENSION CAPITAL MANAGEMENT LLC	0.61%	641.34K	5.62M	56.41K	+9.64%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.6%	632.96K	5.55M	-83.66K	-11.67%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.59%	621.2K	5.44M	58.63K	+10.42%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.58%	613.25K	5.37M	136.92K	+28.75%
Jun 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.42%	439.35K	4.02M	66.74K	+17.91%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.4%	422.89K	3.87M	-96.89K	-18.64%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.39%	413.26K	3.78M	13.98K	+3.50%
Jun 30, 2025	TT CAPITAL MANAGEMENT LLC	0.22%	234.69K	2.08M	234.69K	+100.00%
Jun 30, 2025	CALIBER WEALTH MANAGEMENT, LLC / KS	0.2%	210.59K	1.92M	-30.53K	-12.66%
Jun 30, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.27%	284.02K	2.6M	-15.98K	-5.33%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.32%	337.25K	3.08M	13.77K	+4.26%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.39%	411.25K	3.76M	411.25K	+100.00%
Jun 30, 2025		0.2%	210.59K	1.92M	-30.53K	-12.66%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.23%	240.32K	2.2M	23.69K	+10.94%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.23%	242.33K	2.21M	-132.57K	-35.36%
Jun 30, 2025	LPL FINANCIAL LLC	0.27%	280.71K	2.57M	-13.66K	-4.64%
Jun 30, 2025	MUZINICH & CO., INC.	0.28%	291.37K	2.66M	28.46K	+10.83%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.28%	291.37K	2.66M	28.46K	+10.83%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.07%	74.97K	685K	19.64K	+35.49%
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	0.29%	306.06K	2.8M	306.06K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	336.31K	3.08M	-12.87K	-3.69%
Jun 30, 2025	GREEN SQUARE CAPITAL ADVISORS LLC	0.34%	359.28K	3.28M	298.12K	+487.46%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.39%	405.1K	3.7M	-67.76K	-14.33%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	73.67K	673.34K	14.14K	+23.76%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	82.17K	751.04K	6.68K	+8.85%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.08%	89.21K	817K	-1.91K	-2.09%
Jun 30, 2025	ARES MANAGEMENT LLC	3.61%	3.8M	34.71M	190.02K	+5.27%
Jun 30, 2025	RALEIGH CAPITAL MANAGEMENT INC.	0.03%	32.79K	299.66K	106	+0.32%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.03%	32.57K	297.68K	21.29K	+188.86%
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.03%	31.77K	290.4K	2.4K	+8.17%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.03%	30.83K	281.75K	-1.82K	-5.57%
Jun 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.03%	29.4K	268.75K	1.41K	+5.03%
Jun 30, 2025	SIGMA PLANNING CORP	0.03%	29.16K	266.48K	1.6K	+5.80%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.03%	26.75K	244.46K	374	+1.42%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.02%	25.79K	235.74K	25.79K	+100.00%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.02%	25K	228.5K	0	0
Jun 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.02%	24.26K	221.76K	8.47K	+53.60%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.02%	24.17K	220.92K	6.93K	+40.21%
Jun 30, 2025	MORGAN STANLEY	0.82%	861.36K	7.87B	-100.7K	-10.47%
Jun 30, 2025	BARINGS LLC	12.96%	13.64M	124.67M	0	0
Jun 30, 2025	PRIVATE MANAGEMENT GROUP INC	3%	3.16M	28.85M	59.81K	+1.93%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.03%	36.73K	336K	237	+0.65%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.03%	36.1K	330K	0	0
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.99%	1.04M	9.51M	-32.59K	-3.04%
Jun 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.09%	92.26K	843.24K	3.32K	+3.74%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.1%	100.09K	914.79K	2.03K	+2.06%
Jun 30, 2025	CLIFFWATER LLC	0.12%	126.75K	1.16M	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.13%	140.79K	1.29M	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.45%	476.33K	4.35M	8.41K	+1.80%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	217.82K	1.99M	10.66K	+5.15%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.28%	289.84K	2.65M	142.72K	+97.01%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.53%	562.56K	5.14M	-169.73K	-23.18%
Jun 30, 2025	UBS GROUP AG	1.12%	1.18M	10.79M	330.23K	+38.81%
Jun 30, 2025	NILSINE PARTNERS, LLC	0.09%	90.01K	822.7K	90.01K	+100.00%
Jun 30, 2025	DENALI ADVISORS LLC	0.13%	134.5K	1.23M	-3.65K	-2.64%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.14%	142.75K	1.3M	142.75K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	156.27K	1.45M	3.93K	+2.58%
Jun 30, 2025	BULLDOG INVESTORS, LLP	0.2%	210.5K	1.92M	210.5K	+100.00%
Jun 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.23%	239.44K	2.19M	0	0
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.04%	38.6K	352.8K	-11.61K	-23.13%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.07%	72.92K	666.53K	8.44K	+13.09%
Jun 30, 2025	BARD ASSOCIATES INC	0.06%	67.32K	615.3K	-550	-0.81%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.06%	62.72K	573.28K	10.99K	+21.24%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.06%	62.17K	568.19K	-8.97K	-12.61%
Jun 30, 2025	ROYAL BANK OF CANADA	0.06%	60.67K	555K	23.56K	+63.47%
Jun 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.06%	58.78K	537.21K	39.57K	+206.09%
Jun 30, 2025	HIGHPOINT ADVISOR GROUP LLC	0.06%	58.3K	532.89K	345	+0.60%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	55.85K	510K	-5.89K	-9.54%
Jun 30, 2025	LIDO ADVISORS, LLC	0.05%	55.45K	506.79K	-10.88K	-16.40%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.05%	52.88K	506.09K	4.05K	+8.29%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.04%	44.28K	404.75K	-1.86K	-4.04%
Jun 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.04%	43.98K	401.95K	365	+0.84%
Jun 30, 2025	MARSHALL WACE, LLP	0.04%	42.53K	388.72K	-56.9K	-57.23%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.04%	41.64K	380.6K	31K	+291.11%
Jun 30, 2025	JPMORGAN CHASE & CO	0.11%	116.15K	1.06M	-35.24K	-23.28%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	2.23%	2.34M	21.42M	169.67K	+7.81%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	1.49%	1.57M	14.36M	-388.59K	-19.83%
Jun 30, 2025	INVESCO LTD.	1.06%	1.12M	10.24M	14.38K	+1.30%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	1.04%	1.09M	9.96M	-218.7K	-16.72%
Jun 30, 2025	BLACKROCK, INC.	0.6%	635.05K	5.8M	107.49K	+20.38%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.8%	838.37K	7.66M	23.26K	+2.85%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.79%	826.66K	7.56M	126.69K	+18.10%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.68%	716.61K	6.55M	23.33K	+3.37%
Jun 30, 2025	DIMENSION CAPITAL MANAGEMENT LLC	0.56%	584.93K	5.35M	44.78K	+8.29%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.21%	216.62K	2.07M	-113.23K	-34.33%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.69%	732.29K	6.99M	167.83K	+29.73%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.1%	108.28K	1.03M	24.52K	+29.27%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	98.06K	942.37K	5K	+5.37%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.09%	91.14K	869.45K	53.77K	+143.92%
Mar 31, 2025	BARINGS LLC	12.94%	13.64M	130.12M	0	0
Mar 31, 2025	ARES MANAGEMENT LLC	3.42%	3.61M	34.41M	0	0
Mar 31, 2025	PRIVATE MANAGEMENT GROUP INC	2.94%	3.1M	29.54M	12.21K	+0.40%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	2.06%	2.17M	20.74M	-174.16K	-7.42%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	1.86%	1.96M	18.7M	231.36K	+13.38%
Mar 31, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.28%	300K	2.86M	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.28%	294.37K	2.81M	13.9K	+4.96%
Mar 31, 2025	DENALI ADVISORS LLC	0.13%	138.15K	1.32M	11.55K	+9.12%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.12%	130.04K	1.24M	130.04K	+100.00%
Mar 31, 2025	CLIFFWATER LLC	0.12%	126.75K	1.21M	7.15K	+5.97%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.11%	119.34K	1.14M	-192.2K	-61.69%
Mar 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.09%	91.12K	870K	16.06K	+21.40%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	91K	868.14K	43.3K	+90.78%
Mar 31, 2025	INVESCO LTD.	1.05%	1.11M	10.55M	13.84K	+1.27%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.66%	699.97K	6.68M	273.28K	+64.04%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.66%	693.28K	6.6M	-44.51K	-6.03%
Mar 31, 2025	DIMENSION CAPITAL MANAGEMENT LLC	0.51%	540.15K	5.15M	37.05K	+7.36%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.49%	519.78K	4.96M	2.03K	+0.39%
Mar 31, 2025		0.23%	241.13K	2.3M	241.13K	+100.00%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.16%	171.45K	1.64M	158.71K	+1,246.08%
Mar 31, 2025	JPMORGAN CHASE & CO	0.14%	151.39K	1.44M	31.78K	+26.56%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.14%	147.12K	1.4M	18.24K	+14.15%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.13%	140.79K	1.34M	0	0
Mar 31, 2025	ICON ADVISERS INC/CO	0.1%	102.95K	982.15K	-166.35K	-61.77%
Mar 31, 2025	MORGAN STANLEY	0.91%	962.06K	9.18M	227.31K	+30.94%
Mar 31, 2025	UBS GROUP AG	0.81%	850.83K	8.12M	278.32K	+48.62%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.77%	815.11K	7.78M	109.48K	+15.52%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.45%	472.87K	4.51M	266.4K	+129.03%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.44%	467.92K	4.46M	-64.57K	-12.13%
Mar 31, 2025	BLACKROCK, INC.	0.5%	527.55K	5.03M	-26.94K	-4.86%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	1.24%	1.31M	12.48M	455.6K	+53.46%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.02%	1.07M	10.24M	6.54K	+0.61%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.38%	399.28K	3.81M	21.42K	+5.67%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.36%	374.89K	3.58M	-108.16K	-22.39%
Mar 31, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.35%	372.61K	3.56M	23.56K	+6.75%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	349.18K	3.33M	30.49K	+9.57%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	323.48K	3.09M	-605.61K	-65.18%
Mar 31, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.29%	301.72K	2.88M	301.72K	+100.00%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	262.91K	2.51M	20.68K	+8.54%
Mar 31, 2025	MUZINICH & CO., INC.	0.25%	262.91K	2.51M	20.68K	+8.54%
Mar 31, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.23%	239.44K	2.28M	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	207.16K	1.98M	-13.98K	-6.32%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	152.34K	1.45M	70.69K	+86.58%
Mar 31, 2025	CITADEL ADVISORS LLC	0.09%	99.5K	949.23K	94.2K	+1,777.36%
Mar 31, 2025	MARSHALL WACE, LLP	0.09%	99.43K	948.55K	46.7K	+88.57%
Mar 31, 2024	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.05%	52.81K	491K	52.81K	+100.00%
Mar 31, 2024	MUZINICH & CO., INC.	0.24%	255.49K	2.19M	0	0
Mar 31, 2024	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.23%	239.44K	2.23M	0	0
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.2%	215.3K	2M	0	0
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.18%	192.57K	1.79M	-62.92K	-24.63%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.17%	176.26K	1.64M	-37.67K	-17.61%
Mar 31, 2024	MCKINLEY CAPITAL MANAGEMENT LLC	0.15%	155.96K	1.45M	-6.26K	-3.86%
Mar 31, 2024	HIGHPOINT ADVISOR GROUP LLC	0.08%	89.85K	881K	-454	-0.50%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.08%	88.78K	826K	-9.89K	-10.02%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.08%	88.3K	820.99K	-2.23K	-2.46%
Mar 31, 2024	HARBOR CAPITAL ADVISORS, INC.	0.08%	79.79K	742K	79.79K	+100.00%
Mar 31, 2024	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.29%	303K	2.82M	15.95K	+5.56%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.13%	140.5K	1.31M	0	0
Mar 31, 2024	BULLDOG INVESTORS, LLP	0.29%	306.45K	2.85M	-212.13K	-40.91%
Mar 31, 2024	LM ADVISORS LLC	0.12%	126.54K	2.65M	126.54K	+100.00%
Mar 31, 2024	GREEN SQUARE CAPITAL ADVISORS LLC	0.11%	116.1K	1.08M	116.1K	+100.00%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.07%	76.82K	714.42K	-22.75K	-22.85%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.09%	98.57K	916.67K	81.31K	+471.07%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.09%	98.42K	915.32K	-51.03K	-34.15%
Mar 31, 2024	SUNBELT SECURITIES, INC.	0.06%	65.43K	608.46K	-1.24K	-1.86%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.06%	67.96K	632.01K	4.53K	+7.14%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	52.53K	488.48K	52.53K	+100.00%
Mar 31, 2024	BARD ASSOCIATES INC	0.07%	71.05K	660.77K	0	0
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.07%	74.05K	689K	-7.74K	-9.46%
Mar 31, 2024	CONDOR CAPITAL MANAGEMENT	0.24%	258.64K	2.41M	16.93K	+7.00%
Mar 31, 2024	HRT FINANCIAL LP	0.05%	53.38K	496K	53.38K	+100.00%
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	0.05%	55.68K	517.81K	-3K	-5.12%
Mar 31, 2024	GLOBAL ASSETS ADVISORY, LLC	0.05%	55.78K	6.04M	55.78K	+100.00%
Mar 31, 2024	RETIREMENT GROUP, LLC	0.06%	63.04K	586.3K	82	+0.13%
Mar 31, 2024	ARES MANAGEMENT LLC	3.87%	4.1M	38.16M	-244.66K	-5.63%
Mar 31, 2024	PRIVATE MANAGEMENT GROUP INC	2.86%	3.03M	28.17M	2.68K	+0.09%
Mar 31, 2024	CALLODINE CAPITAL MANAGEMENT, LP	1.83%	1.94M	18.05M	-192.53K	-9.02%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	1.71%	1.82M	16.9M	125.72K	+7.43%
Mar 31, 2024	UBS GROUP AG	1.08%	1.15M	10.7M	42.42K	+3.83%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.79%	840.3K	7.81M	149.3K	+21.61%
Mar 31, 2024	DIMENSION CAPITAL MANAGEMENT LLC	0.71%	756.72K	7.04M	-40.34K	-5.06%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.62%	663.9K	6.17M	18.83K	+2.92%
Mar 31, 2024	NICOLA WEALTH MANAGEMENT LTD.	0.58%	614K	7.73M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.49%	518.02K	4.82M	2.24K	+0.43%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.48%	510.9K	4.75M	-56.66K	-9.98%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.47%	501.68K	4.67M	501.68K	+100.00%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.34%	363.32K	3.38M	20.85K	+6.09%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.32%	335.77K	3.12M	20.05K	+6.35%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.07%	76.2K	709K	76.2K	+100.00%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.56%	591.6K	5.5M	0	0
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.55%	587.6K	5.46M	74.01K	+14.41%
Mar 31, 2024	MORGAN STANLEY	0.53%	559.31K	5.2M	63.25K	+12.75%
Mar 31, 2024	BLACKROCK INC.	0.45%	481.72K	4.48M	-14.08K	-2.84%
Mar 31, 2024	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.28%	296.55K	2.76M	110.04K	+59.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	290.34K	2.7M	-9.95K	-3.31%
Mar 31, 2024	LPL FINANCIAL LLC	0.27%	284.21K	2.64M	29.84K	+11.73%
Mar 31, 2024	CLIFFWATER LLC	0.11%	113.3K	1.05M	0	0
Mar 31, 2024	JUMP FINANCIAL, LLC	0.1%	103.61K	963.6K	31.08K	+42.86%
Mar 31, 2024	BARINGS LLC	12.86%	13.64M	126.85M	0	0
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	1.29%	1.37M	12.26M	-6.06K	-0.44%
Mar 31, 2024	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.19%	1.26M	11.72B	-278.62K	-18.10%
Mar 31, 2024	INVESCO LTD.	0.97%	1.03M	9.55M	46.82K	+4.78%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.95%	1.01M	9.37M	225.25K	+28.78%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.83%	883.12K	8.21M	-354.51K	-28.64%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.82%	864.81K	8.04M	53.43K	+6.59%
Dec 31, 2023	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.22%	239.44K	2.05M	0	0
Dec 31, 2023	CONDOR CAPITAL MANAGEMENT	0.23%	241.71K	2.07M	18.6K	+8.33%
Dec 31, 2023	LPL FINANCIAL LLC	0.24%	254.37K	2.18M	-19.08K	-6.98%
Dec 31, 2023	MUZINICH & CO., INC.	0.24%	255.49K	2.19M	-1.26K	-0.49%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	255.49K	2.19M	0	0
Dec 31, 2023	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.25%	266.97K	1.64M	0	0
Dec 31, 2023		0.27%	287.05K	2.46M	6.83K	+2.44%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	300.29K	2.58M	-11.13K	-3.57%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	0.3%	315.72K	2.71M	-31.42K	-9.05%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.32%	342.47K	2.94M	-53.48K	-13.51%
Dec 31, 2023	BLACKROCK INC.	0.47%	495.8K	4.25M	11.94K	+2.47%
Dec 31, 2023	MORGAN STANLEY	0.47%	496.06K	4.26M	126.77K	+34.33%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.48%	513.59K	4.41M	133.89K	+35.26%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.48%	515.77K	4.43M	-217.17K	-29.63%
Dec 31, 2023	BULLDOG INVESTORS, LLP	0.49%	518.58K	4.45M	-1.11K	-0.21%
Dec 31, 2023	JUMP FINANCIAL, LLC	0.07%	72.53K	622.31K	72.53K	+100.00%
Dec 31, 2023	GREAT WEST LIFE ASSURANCE CO /CAN/	0.08%	81.79K	696K	-8.15K	-9.06%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.53%	567.56K	4.87M	-202.77K	-26.32%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.56%	591.6K	5.08M	-359	-0.06%
Dec 31, 2023	NICOLA WEALTH MANAGEMENT LTD.	0.58%	614K	6.97M	0	0
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.61%	645.07K	5.53M	-10.86K	-1.66%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.65%	691K	5.93M	-140.2K	-16.87%
Dec 31, 2023	HIGHPOINT ADVISOR GROUP LLC	0.08%	90.31K	815K	90.31K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.09%	90.53K	776.75K	4.53K	+5.26%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.09%	98.67K	846K	-5.05K	-4.87%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.73%	782.62K	6.71M	-92.59K	-10.58%
Dec 31, 2023	DIMENSION CAPITAL MANAGEMENT LLC	0.75%	797.06K	6.84M	-10.5K	-1.30%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.76%	811.38K	6.96M	36.27K	+4.68%
Dec 31, 2023	INVESCO LTD.	0.92%	979.99K	8.41M	979.99K	+100.00%
Dec 31, 2023	UBS GROUP AG	1.04%	1.11M	9.5M	-546.44K	-33.03%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.16%	1.24M	10.62M	-43.37K	-3.39%
Dec 31, 2023	BARD ASSOCIATES INC	0.07%	71.05K	609.61K	778	+1.11%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	1.29%	1.37M	11.77M	11.28K	+0.83%
Dec 31, 2023	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.44%	1.54M	13.2M	1.54M	+100.00%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	1.59%	1.69M	14.51M	161.13K	+10.53%
Dec 31, 2023	CALLODINE CAPITAL MANAGEMENT, LP	2%	2.13M	18.3M	-312.57K	-12.78%
Dec 31, 2023	PRIVATE MANAGEMENT GROUP INC	2.84%	3.03M	25.97M	79.15K	+2.69%
Dec 31, 2023	ARES MANAGEMENT LLC	4.08%	4.35M	37.3M	25.1K	+0.58%
Dec 31, 2023	BARINGS LLC	12.81%	13.64M	117.03M	0	0
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.09%	99.57K	854.34K	-10.1K	-9.21%
Dec 31, 2023	CLIFFWATER LLC	0.11%	113.3K	972.1K	3.24K	+2.94%
Dec 31, 2023	ALPINE GLOBAL MANAGEMENT, LLC	0.11%	115K	986.7K	12.5K	+12.20%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.11%	119.26K	1.09M	21.01K	+21.38%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.11%	119.35K	1.02M	7.18K	+6.40%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.13%	140.5K	1.21M	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.14%	149.45K	1.28M	-11K	-6.86%
Dec 31, 2023	MCKINLEY CAPITAL MANAGEMENT LLC	0.15%	162.22K	1.39M	-2.12K	-1.29%
Dec 31, 2023	PRIVIUM FUND MANAGEMENT (UK) LTD	0.16%	174.4K	1.53M	174.4K	+100.00%
Dec 31, 2023	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.18%	186.51K	1.6M	18.51K	+11.02%
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.2%	213.92K	1.84M	62.72K	+41.48%
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.2%	215.3K	1.85M	-191.59K	-47.09%
Sep 30, 2023	TUDOR INVESTMENT CORP ET AL	0.14%	151.21K	-	151.21K	+100.00%
Sep 30, 2023	MCKINLEY CAPITAL MANAGEMENT LLC	0.15%	164.33K	-	-9.58K	-5.51%
Sep 30, 2023	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.16%	168K	-	4.71K	+2.89%
Sep 30, 2023	GRANITESHARES ADVISORS LLC	0.17%	178.54K	-	6.85K	+3.99%
Sep 30, 2023	CONDOR CAPITAL MANAGEMENT	0.21%	223.11K	-	25.86K	+13.11%
Sep 30, 2023	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.22%	239.44K	-	0	0
Sep 30, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	255.49K	-	0	0
Sep 30, 2023	MUZINICH & CO., INC.	0.24%	256.74K	-	1.26K	+0.49%
Sep 30, 2023	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.25%	266.97K	-	252.08K	+1,692.94%
Sep 30, 2023	LPL FINANCIAL LLC	0.25%	273.45K	-	36.57K	+15.44%
Sep 30, 2023		0.26%	280.23K	-	280.23K	+100.00%
Sep 30, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	311.42K	-	-47.02K	-13.12%
Sep 30, 2023	NEUBERGER BERMAN GROUP LLC	0.32%	347.14K	-	15.27K	+4.60%
Sep 30, 2023	MORGAN STANLEY	0.34%	369.28K	-	17.01K	+4.83%
Sep 30, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.35%	379.7K	-	100.29K	+35.89%
Sep 30, 2023	ROYCE & ASSOCIATES LP	0.38%	406.89K	-	0	0
Sep 30, 2023	BLACKROCK INC.	0.45%	483.86K	-	-118.22K	-19.64%
Sep 30, 2023	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.46%	496.53K	-	10.46K	+2.15%
Sep 30, 2023	BULLDOG INVESTORS, LLP	0.48%	519.69K	-	0	0
Sep 30, 2023	NICOLA WEALTH MANAGEMENT LTD.	0.57%	614K	-	0	0
Sep 30, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.61%	655.93K	-	19.91K	+3.13%
Sep 30, 2023	ADVISOR GROUP HOLDINGS, INC.	0.72%	770.33K	-	112.03K	+17.02%
Sep 30, 2023	DIMENSION CAPITAL MANAGEMENT LLC	0.75%	807.56K	-	55.23K	+7.34%
Sep 30, 2023	TWO SIGMA ADVISERS, LP	0.77%	831.2K	-	539.7K	+185.15%
Sep 30, 2023	TWO SIGMA INVESTMENTS, LP	0.82%	875.21K	-	397.25K	+83.11%
Sep 30, 2023	WELLS FARGO & COMPANY/MN	1.19%	1.28M	-	-1.34K	-0.10%
Sep 30, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	1.27%	1.36M	-	-59.35K	-4.18%
Sep 30, 2023	VAN ECK ASSOCIATES CORP	1.42%	1.53M	-	76.39K	+5.26%
Sep 30, 2023	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.43%	1.53M	-	-20.97K	-1.35%
Sep 30, 2023	UBS GROUP AG	1.54%	1.65M	-	-216.63K	-11.58%
Sep 30, 2023	CALLODINE CAPITAL MANAGEMENT, LP	2.28%	2.45M	-	-28.64K	-1.16%
Sep 30, 2023	PRIVATE MANAGEMENT GROUP INC	2.74%	2.95M	-	-5.56K	-0.19%
Sep 30, 2023	ARES MANAGEMENT LLC	4.03%	4.32M	-	-58K	-1.32%
Sep 30, 2023	BARD ASSOCIATES INC	0.07%	70.27K	-	0	0
Sep 30, 2023	AMERIPRISE FINANCIAL INC	0.08%	86.01K	-	21.11K	+32.54%
Sep 30, 2023	AE WEALTH MANAGEMENT LLC	0.09%	98.26K	-	-25.94K	-20.89%
Sep 30, 2023	ALPINE GLOBAL MANAGEMENT, LLC	0.1%	102.5K	-	102.5K	+100.00%
Sep 30, 2023	HIGHTOWER ADVISORS, LLC	0.1%	103.72K	-	-4.33K	-4.01%
Sep 30, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.1%	109.67K	-	-1.76K	-1.58%
Sep 30, 2023	BARINGS LLC	12.7%	13.64M	-	0	0
Sep 30, 2023	CLIFFWATER LLC	0.1%	110.06K	-	-810.67K	-88.05%
Sep 30, 2023	RIVERBRIDGE PARTNERS LLC	0.1%	110.9K	-	13.88K	+14.30%
Sep 30, 2023	GOLDMAN SACHS GROUP INC	0.1%	112.17K	-	112.17K	+100.00%
Sep 30, 2023	PUTNAM INVESTMENTS LLC	0.11%	117.15K	-	15.05K	+14.74%
Sep 30, 2023	VIRTUS ETF ADVISERS LLC	0.07%	70.13K	-	25.97K	+58.79%
Sep 30, 2023	STIFEL FINANCIAL CORP	0.06%	65.06K	-	12.94K	+24.84%
Sep 30, 2023	CREATIVE PLANNING	0.05%	56.61K	-	28.77K	+103.30%
Sep 30, 2023	APOLLON WEALTH MANAGEMENT, LLC	0.05%	56.47K	-	11.07K	+24.39%
Sep 30, 2023	LSV ASSET MANAGEMENT	0.13%	140.5K	-	140.5K	+100.00%
Sep 30, 2023	RAYMOND JAMES & ASSOCIATES	0.15%	160.46K	-	14.66K	+10.05%

Insiders

Insiders	Designation	Shares Held
BARINGS LLC	10 percent owner	13.64M
FRENO MICHAEL	Officer of Adviser	71.15K
LLOYD ERIC J	CEO	66.47K
BYERS STEPHEN R	director	64.57K
CRADDOCK GEOFF		30K
MCDONNELL THOMAS	Chief Executive Officer	26K
MURRAY ELIZABETH A.	CFO and COO and PAO	25.39K
O'CONNOR MICHAEL JAMES		25K
FINKE THOMAS M	director	25K
BOCK JONATHAN	Chief Financial Officer	22.08K
FREUND MATTHEW	President	20K
MIHALICK DAVID	director	20K
OKEL THOMAS	director	19.44K
CRANDALL ROGER W		18.25K
FINKE THOMAS F	director	10K
CHILLAG JEFFREY	Director of Finance	7.87K
CARY CHRISTOPHER	Head of Stakeholder Relations	6.3K
SWITZER JOHN	director	6K
LANDSBERG JONATHAN	Assistant Director of Finance	5.34K
PERLEY ALBERT	Treasurer	1.9K
MERRITT SEARS		1.36K
DINERMAN JILL	Associate Director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 03, 2026	MCDONNELL THOMAS	PURCHASE	8.27	10K	82.7K	26K
Dec 09, 2025	BYERS STEPHEN R	SALE	8.98	5.67K	50.93K	64.57K
Jun 06, 2025	BYERS STEPHEN R	PURCHASE	8.89	8.7K	77.34K	59.73K
Jun 06, 2025	MURRAY ELIZABETH A.	PURCHASE	8.84	3.4K	30.06K	25.39K
May 19, 2025	LLOYD ERIC J	PURCHASE	9.13	27.28K	248.99K	66.47K
May 19, 2025	FREUND MATTHEW	PURCHASE	9.07	3.52K	31.93K	20K
Dec 11, 2024	FREUND MATTHEW	PURCHASE	9.72	1.5K	14.58K	14.97K
Nov 15, 2024	BYERS STEPHEN R	PURCHASE	9.95	13.57K	134.97K	40.45K
Nov 08, 2024	BYERS STEPHEN R	PURCHASE	9.63	1.35K	13K	26.89K
May 09, 2024	FRENO MICHAEL	PURCHASE	9.73	27.5K	267.49K	71.15K
Feb 28, 2024	BYERS STEPHEN R	PURCHASE	9.70	570	5.53K	21.65K
Jul 18, 2023	BYERS STEPHEN R	PURCHASE	8.03	400	3.21K	21.08K
May 16, 2023	O'CONNOR MICHAEL JAMES	PURCHASE	7.43	25K	185.73K	25K
May 11, 2023	MERRITT SEARS	PURCHASE	7.36	1.36K	9.99K	1.36K
May 11, 2023	MURRAY ELIZABETH A.	PURCHASE	7.23	2.5K	18.07K	14.53K
May 09, 2023	PERLEY ALBERT	PURCHASE	7.21	1.9K	13.7K	1.9K
May 09, 2023	FRENO MICHAEL	PURCHASE	7.20	14K	100.86K	27.29K
May 08, 2023	CHILLAG JEFFREY	SALE	7.22	500	3.61K	7.87K
Apr 10, 2023	CRADDOCK GEOFF	PURCHASE	7.67	10K	76.7K	30K
Mar 09, 2023	OKEL THOMAS	PURCHASE	8.05	9.4K	75.67K	19.44K
Jan 25, 2023	BYERS STEPHEN R	PURCHASE	8.55	466	3.98K	20.02K
Jun 17, 2022	BYERS STEPHEN R	PURCHASE	9.27	236	2.19K	18.12K
Jun 03, 2022	BYERS STEPHEN R	PURCHASE	10.38	1.85K	19.19K	17.89K
May 09, 2022	BYERS STEPHEN R	PURCHASE	10.22	235	2.4K	16.04K
Dec 01, 2021	MIHALICK DAVID	PURCHASE	10.80	5K	54K	20K
Nov 29, 2021	MCDONNELL THOMAS	PURCHASE	10.85	5K	54.25K	13K
Sep 28, 2021	OKEL THOMAS	PURCHASE	11.02	4.14K	45.58K	9.64K
Aug 10, 2021	CRANDALL ROGER W	PURCHASE	10.95	3K	32.85K	18.25K
Jun 09, 2021	MCDONNELL THOMAS	PURCHASE	10.53	3K	31.59K	8K
May 11, 2021	MCDONNELL THOMAS	PURCHASE	10.39	2K	20.78K	5K
Mar 30, 2021	MCDONNELL THOMAS	PURCHASE	9.95	2K	19.9K	3K
Mar 26, 2021	MCDONNELL THOMAS	PURCHASE	9.90	1K	9.9K	1K
Dec 21, 2020	SWITZER JOHN	PURCHASE	9.11	1K	9.11K	6K
Dec 07, 2020	MIHALICK DAVID	PURCHASE	8.97	7.86K	70.51K	15K
Dec 04, 2020	MIHALICK DAVID	PURCHASE	9.04	7.14K	64.53K	7.14K
May 26, 2020	CRADDOCK GEOFF	PURCHASE	7.22	6K	43.32K	16K
May 14, 2020	CRANDALL ROGER W	PURCHASE	6.68	15.25K	101.81K	15.25K
May 13, 2020	CRANDALL ROGER W	PURCHASE	6.59	1K	6.59K	12.25K
May 12, 2020	CRANDALL ROGER W	PURCHASE	6.68	2K	13.36K	11.25K
May 08, 2020	CRANDALL ROGER W	PURCHASE	6.73	300	2.02K	3.05K
May 06, 2020	CRANDALL ROGER W	PURCHASE	6.84	500	3.42K	500
May 05, 2020	FINKE THOMAS M	PURCHASE	7.00	15K	105.04K	25K
May 04, 2020	DINERMAN JILL	SALE	6.84	500	3.42K	0
Mar 13, 2020	FRENO MICHAEL	PURCHASE	8.13	2.75K	22.36K	13.29K
Mar 12, 2020	BOCK JONATHAN	PURCHASE	8.32	5.88K	48.88K	22.08K
Mar 12, 2020	LLOYD ERIC J	PURCHASE	8.22	14K	115.09K	29.45K
Mar 12, 2020	CARY CHRISTOPHER	PURCHASE	8.00	300	2.4K	6.3K
Nov 20, 2019	FINKE THOMAS F	PURCHASE	10.30	8K	82.4K	10K
Aug 28, 2019	SWITZER JOHN	PURCHASE	9.88	3K	29.64K	5K
Mar 29, 2019	LANDSBERG JONATHAN	PURCHASE	9.93	2.13K	21.18K	5.34K
Mar 06, 2019	CRADDOCK GEOFF	PURCHASE	9.83	4.9K	48.16K	9.9K
Feb 11, 2019	BARINGS LLC	PURCHASE	9.71	1	9.71	13.64M
Feb 08, 2019	BARINGS LLC	PURCHASE	9.68	30.44K	294.67K	13.64M
Feb 07, 2019	BARINGS LLC	PURCHASE	9.70	30.5K	295.89K	13.61M
Feb 06, 2019	BARINGS LLC	PURCHASE	9.81	29.33K	287.79K	13.58M
Feb 05, 2019	BARINGS LLC	PURCHASE	9.85	35.7K	351.67K	13.55M
Feb 04, 2019	BARINGS LLC	PURCHASE	9.87	21.66K	213.78K	13.51M
Feb 01, 2019	BARINGS LLC	PURCHASE	9.87	29.77K	293.8K	13.49M
Jan 31, 2019	BARINGS LLC	PURCHASE	9.88	23.51K	232.29K	13.46M
Jan 30, 2019	BARINGS LLC	PURCHASE	9.86	41.3K	407.4K	13.44M
Jan 29, 2019	BARINGS LLC	PURCHASE	9.80	41.3K	404.56K	13.4M
Jan 28, 2019	BARINGS LLC	PURCHASE	9.73	25K	243.35K	13.36M
Jan 25, 2019	BARINGS LLC	PURCHASE	9.74	34.6K	337K	13.33M
Jan 24, 2019	BARINGS LLC	PURCHASE	9.73	14.7K	143.05K	13.3M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE10K1

SALES00

NET SHARES10K1

SHARES HELD26K1

% NET SHARES-61.54%0%

BBDC Stock Ownership Breakdown

Barings BDC

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