How many institutions own BIRD 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 BIRD shares is 60, representing 46.25% of the company's common stock.

Who are the major shareholders selling Allbirds, Inc. stock?

COLDSTREAM CAPITAL MANAGEMENT INC, in the last quarter, reduced its stake in BIRD by -0.58% restricting it's holding to 10.69 thousand shares of worth nearly $43.82K. VANGUARD GROUP INC also lessened -1.37% of the BIRD shares from its portfolio, reducing its holding to 240.64 thousand shares of worth $986.61K. ROCKEFELLER CAPITAL MANAGEMENT L.P. also shunned BIRD shares holding by -2.75% last quarter which brought its holding to 4.04 thousand shares worth $16.56K.

Investors who are buying BIRD stock?

As per its latest 13F filing, BRIDGEWAY CAPITAL MANAGEMENT, LLC increased its stake in BIRD by 46.58% in the last quarter. The institutional holder raised its holding to 34.93 thousand shares having worth more than $143.22K. CITADEL ADVISORS LLC also added 100% more shares of BIRD to its portfolio, raising its holding to 38.83 thousand shares of worth $159.22K. GEODE CAPITAL MANAGEMENT, LLC also increased its BIRD shares holding by 0.98% which brought its holding to 56.65 thousand shares worth $232.32K.

BIRD's major insiders: who are they?

The insider with the most stakes in BIRD is GOLDMAN SACHS GROUP INC , 10 percent owner at the company. Additionally, BIRD stock is highly held by Chief Financial Officer Bufano Michael J and LEVITAN DAN among others.

Did an insider recently sell BIRD stock?

Company executives, directors, and other insiders own 8.57% percent of Allbirds, Inc.'s stock. Within the last six months, there have been 4 transaction(s) in which BIRD insiders have sold stock, totaling 12.83K shares. Insiders that have sold shares include VERNACHIO JOSEPH, MITCHELL ANN, and BROWN TIMOTHY O..

Which insider recently purchased BIRD stock?

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

How much of BIRD does insiders own?

Around 327.69K Allbirds, Inc. shares are held by insiders, which represents about 8.57% of BIRD stock.

Who is the insider with the largest stake?

BIRD 10 percent owner, GOLDMAN SACHS GROUP INC holds the largest portfolio of the company's shares. BIRD shares owned by GOLDMAN total nearly 2.98 million.

Which institution holds the most shares in BIRD?

BRIDGEWAY CAPITAL MANAGEMENT, LLC is the largest institutional owner in BIRD which holds 34.93 thousand shares worth $143.22K or 0.43% of the total BIRD shares outstanding followed by CITADEL ADVISORS LLC with ownership of 38.83 thousand shares representing 0.48% of the BIRD ownership. GEODE CAPITAL MANAGEMENT, LLC is the third largest stakeholder with 56.65 thousand shares or 0.69% of the ownership worth more than $232.32K.

Is Allbirds, 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 BIRD is concerned, it is a stock which is not optionable.

Is there a short position on BIRD's shares?

Number of BIRD shares short is 863.69K. 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 BIRD shares are there?

As of today, 5.60M shares of BIRD are outstanding.

Is there many float in BIRD 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, BIRD has 5.52M shares in float.

BIRD 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 BIRD is 16.19.

Allbirds (BIRD) 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

OptionableNo

Short Percent Of Outstanding Shares10.6

Short Percent Of Float17.97

Shares Outstanding5.60M

Shares Float5.52M

Shares Short863.69K

Short Ratio16.19

17.97%

Short % of Float

10.6%

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

8.57% Percentage of Shares held by All Insiders

46.25% Percentage of Shares held by All Institutions

50.58% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 46.25% of BIRD shares are held by financial institutions. BRIDGEWAY CAPITAL MANAGEMENT, LLC is the top corporate investor, holding 34.93K shares valued at $143.22K. A 0.43% stake in Allbirds, Inc. is owned by the company. CITADEL ADVISORS LLC owns 38.83K shares valued at $159.22K, which translates its holding of 0.48% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.43%	34.93K	143.22K	11.1K	+46.58%
Dec 31, 2025	CITADEL ADVISORS LLC	0.48%	38.83K	159.22K	38.83K	+100.00%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.69%	56.65K	232.32K	552	+0.98%
Dec 31, 2025	PERFORMA LTD (US), LLC	0.22%	18.35K	75.24K	5.25K	+40.08%
Dec 31, 2025	JANE STREET GROUP, LLC	0.16%	13.26K	54.38K	13.26K	+100.00%
Dec 31, 2025	ARNHOLD LLC	0.16%	13.07K	53.59K	0	0
Dec 31, 2025	MILLSTONE EVANS GROUP, LLC	0%	5	21	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	12.31K	50.47K	1.85K	+17.71%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.13%	10.69K	43.82K	-62	-0.58%
Dec 31, 2025	VANGUARD GROUP INC	2.95%	240.64K	986.61K	-3.35K	-1.37%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	75	308	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	4.04K	16.56K	-114	-2.75%
Dec 31, 2025	NORTHERN TRUST CORP	0.19%	15.15K	62.12K	4.01K	+35.93%
Dec 31, 2025	FMR LLC	10.1%	824.86K	3.38M	-1	0.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	108	441	0	0
Dec 31, 2025	STATE STREET CORP	0.24%	19.71K	80.83K	0	0
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.25%	20.5K	84.03K	-6.8K	-24.90%
Dec 31, 2025	ALEXIS INVESTMENT PARTNERS, LLC	0%	10	41	0	0
Dec 31, 2025	BLACKROCK, INC.	0.91%	74.22K	304.29K	-668	-0.89%
Dec 31, 2025	SPARK INVESTMENT MANAGEMENT LLC	0.71%	57.63K	236.3K	0	0
Dec 31, 2025	UBS GROUP AG	0.09%	7.6K	31.17K	-771	-9.21%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.05%	3.96K	16.23K	600	+17.87%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.04%	3.26K	13.35K	-38	-1.15%
Dec 31, 2025	ROYAL BANK OF CANADA	0.03%	2.61K	11K	-141	-5.12%
Dec 31, 2025	TURNING POINT BENEFIT GROUP, INC.	0%	5	20	0	0
Dec 31, 2025	FINLEY FINANCIAL, LLC	0%	0	-	-5K	-100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-5	-100.00%
Dec 31, 2025	GROUP ONE TRADING, L.P.	0.01%	552	2.26K	0	0
Dec 31, 2025	MORGAN STANLEY	0.07%	5.9K	24.17K	1.57K	+36.36%
Dec 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0%	3	12	0	0
Dec 31, 2025	CITIGROUP INC	0%	1	4	1	+100.00%
Dec 31, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0%	1	4	0	0
Dec 31, 2025	GSA CAPITAL PARTNERS LLP	0%	0	-	-10.06K	-100.00%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.01%	1.1K	4.52K	-2	-0.18%
Dec 31, 2025	RHUMBLINE ADVISERS	0%	146	598	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	50	205	6	+13.64%
Dec 31, 2025	US BANCORP \DE\	0%	40	164	0	0
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0%	20	82	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0%	15	62	-1.39K	-98.93%
Dec 31, 2025	TRUST CO OF VERMONT	0%	10	41	0	0
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-361	-100.00%
Dec 31, 2025	PDT PARTNERS, LLC	0%	0	-	-15.34K	-100.00%
Dec 31, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0%	0	-	-500	-100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-19	-100.00%
Dec 31, 2025	IFP ADVISORS, INC	0%	0	-	-5	-100.00%
Sep 30, 2025	ALEXIS INVESTMENT PARTNERS, LLC	0%	10	57	10	+100.00%
Sep 30, 2025	FINLEY FINANCIAL, LLC	0.06%	5K	28.35K	5K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.1%	8.37K	47.48K	2.78K	+49.56%
Sep 30, 2025	NORTHERN TRUST CORP	0.14%	11.15K	63.2K	0	0
Sep 30, 2025	GROUP ONE TRADING, L.P.	0.01%	552	3.13K	-261	-32.10%
Sep 30, 2025	TRUST CO OF VERMONT	0%	10	57	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	19	108	-15	-44.12%
Sep 30, 2025	STATE STREET CORP	0.24%	19.71K	111.78K	0	0
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.29%	23.83K	135.12K	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.34%	27.29K	154.75K	13.7K	+100.84%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.69%	56.1K	318.16K	515	+0.93%
Sep 30, 2025	SPARK INVESTMENT MANAGEMENT LLC	0.71%	57.63K	326.79K	0	0
Sep 30, 2025	BLACKROCK, INC.	0.93%	74.89K	424.6K	-382	-0.51%
Sep 30, 2025	VANGUARD GROUP INC	3.02%	243.98K	1.38M	11.46K	+4.93%
Sep 30, 2025	US BANCORP \DE\	0%	40	227	0	0
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	361	2.05K	261	+261.00%
Sep 30, 2025	PDT PARTNERS, LLC	0.19%	15.34K	87K	0	0
Sep 30, 2025	FMR LLC	10.2%	824.86K	4.68M	1	0.00%
Sep 30, 2025	PERFORMA LTD (US), LLC	0.16%	13.1K	74.28K	13.1K	+100.00%
Sep 30, 2025	ARNHOLD LLC	0.16%	13.07K	74.11K	0	0
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.01%	1.11K	6.27K	3	+0.27%
Sep 30, 2025	RHUMBLINE ADVISERS	0%	146	827	0	0
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.13%	10.75K	60.95K	-1	-0.01%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	10.46K	59.29K	10.46K	+100.00%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.12%	10.06K	57K	-18.53K	-64.80%
Sep 30, 2025	MORGAN STANLEY	0.05%	4.32K	24.51K	-495	-10.27%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	4.15K	23.55K	4.15K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.03%	2.76K	16K	-33	-1.18%
Sep 30, 2025	JPMORGAN CHASE & CO	0.02%	1.41K	7.97K	10	+0.72%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	108	638	-1.5K	-93.28%
Sep 30, 2025	IFP ADVISORS, INC	0%	5	28	5	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	5	28	0	0
Sep 30, 2025	TENZING GLOBAL MANAGEMENT, LLC	0%	0	-	-353.92K	-100.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	0	-	-25	-100.00%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	20	113	0	0
Sep 30, 2025	CROWLEY WEALTH MANAGEMENT, INC.	0%	27	153	27	+100.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0%	0	-	-26.99K	-100.00%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	0	-	-41	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-239	-100.00%
Sep 30, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0%	1	6	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	44	249	-48	-52.17%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	75	425	-105	-58.33%
Sep 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.01%	500	2.84K	0	0
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0%	3	17	0	0
Sep 30, 2025	MILLSTONE EVANS GROUP, LLC	0%	5	28	0	0
Sep 30, 2025	CWM, LLC	0%	0	-	-85	-100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.04%	3.29K	18.68K	2.55K	+343.34%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.04%	3.36K	19.04K	3.26K	+3,397.92%
Sep 30, 2025	TURNING POINT BENEFIT GROUP, INC.	0%	5	28	5	+100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	25	266	25	+100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	41	443	41	+100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	96	1.02K	2	+2.13%
Jun 30, 2025		0%	1	11	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	239	2.54K	239	+100.00%
Jun 30, 2025	NORTHERN TRUST CORP	0.14%	11.15K	118.49K	0	0
Jun 30, 2025	STATE STREET CORP	0.24%	19.71K	209.56K	0	0
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.29%	23.83K	253.32K	0	0
Jun 30, 2025	BLACKROCK, INC.	0.93%	75.27K	800.1K	12.51K	+19.94%
Jun 30, 2025	VANGUARD GROUP INC	2.87%	232.52K	2.47M	0	0
Jun 30, 2025	TENZING GLOBAL MANAGEMENT, LLC	4.37%	353.92K	3.76M	353.92K	+100.00%
Jun 30, 2025	FMR LLC	10.2%	824.86K	8.77M	97.42K	+13.39%
Jun 30, 2025	IFP ADVISORS, INC	0%	0	-	-10	-100.00%
Jun 30, 2025	TRUST CO OF VERMONT	0%	10	106	0	0
Jun 30, 2025	CWM, LLC	0%	85	1K	85	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	92	978	3	+3.37%
Jun 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.01%	500	5.32K	500	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	1.61K	17.09K	10	+0.63%
Jun 30, 2025	ROYAL BANK OF CANADA	0.03%	2.79K	29K	23	+0.83%
Jun 30, 2025	MORGAN STANLEY	0.06%	4.82K	51.22M	-791	-14.10%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.13%	10.75K	114.27K	62	+0.58%
Jun 30, 2025	ARNHOLD LLC	0.16%	13.07K	138.93K	0	0
Jun 30, 2025	PDT PARTNERS, LLC	0.19%	15.34K	163.11K	3.55K	+30.04%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	20	213	0	0
Jun 30, 2025	RISE ADVISORS, LLC	0%	0	-	-76	-100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	0	-	-27	-100.00%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0.01%	743	7.9K	19	+2.62%
Jun 30, 2025	MILLSTONE EVANS GROUP, LLC	0%	5	53	0	0
Jun 30, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0%	1	11	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.69%	55.58K	590.99K	1.03K	+1.89%
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0.35%	28.59K	304K	-34.79K	-54.89%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.33%	26.99K	286.85K	-13.73K	-33.72%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0.01%	1.1K	11.71K	0	0
Jun 30, 2025	GROUP ONE TRADING, L.P.	0.01%	813	8.64K	-425	-34.33%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	100	1.06K	100	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.02%	1.4K	14.84K	-2.35K	-62.73%
Jun 30, 2025	US BANCORP \DE\	0%	40	425	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	34	361	0	0
Jun 30, 2025	SVB WEALTH LLC	0%	0	-	-15	-100.00%
Jun 30, 2025	INVESCO LTD.	0%	0	-	-13.32K	-100.00%
Jun 30, 2025	RHUMBLINE ADVISERS	0%	146	1.55K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	180	1.91K	-100	-35.71%
Jun 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0%	0	-	-125	-100.00%
Jun 30, 2025	UBS GROUP AG	0.07%	5.6K	59.52K	-4.43K	-44.15%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-13.79K	-100.00%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0%	3	32	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	5	53	0	0
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.17%	13.59K	144.45M	13.59K	+100.00%
Jun 30, 2025	SPARK INVESTMENT MANAGEMENT LLC	0.71%	57.63K	612.65K	0	0
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	5	32	0	0
Mar 31, 2025	RHUMBLINE ADVISERS	0%	146	940	0	0
Mar 31, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0%	125	805	125	+100.00%
Mar 31, 2025		0%	1	6	0	0
Mar 31, 2025	CITIGROUP INC	0%	0	-	-3	-100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.68%	54.55K	351.42K	617	+1.14%
Mar 31, 2025	WOLVERINE TRADING, LLC	0%	0	-	-18.7K	-100.00%
Mar 31, 2025	FMR LLC	9.07%	727.45K	4.68M	-6	0.00%
Mar 31, 2025	VANGUARD GROUP INC	2.9%	232.52K	1.5M	0	0
Mar 31, 2025	GSA CAPITAL PARTNERS LLP	0.79%	63.39K	408K	22.64K	+55.57%
Mar 31, 2025	BLACKROCK, INC.	0.78%	62.76K	404.16K	252	+0.40%
Mar 31, 2025	NORTHERN TRUST CORP	0.14%	11.15K	71.79K	0	0
Mar 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.13%	10.69K	68.83K	-623	-5.51%
Mar 31, 2025	UBS GROUP AG	0.13%	10.03K	64.56K	-5.67K	-36.13%
Mar 31, 2025	ROYAL BANK OF CANADA	0.03%	2.77K	18K	-1.75K	-38.79%
Mar 31, 2025	GROUP ONE TRADING, L.P.	0.02%	1.24K	7.97K	-915	-42.50%
Mar 31, 2025	US BANCORP \DE\	0%	40	258	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	13.79K	88.78K	13.79K	+100.00%
Mar 31, 2025	ARNHOLD LLC	0.16%	13.07K	84.17K	0	0
Mar 31, 2025	PDT PARTNERS, LLC	0.15%	11.8K	75.99K	11.8K	+100.00%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	27	143	-9.34K	-99.71%
Mar 31, 2025	STATE STREET CORP	0.25%	19.71K	126.96K	0	0
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	94	605	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	89	573	44	+97.78%
Mar 31, 2025	RISE ADVISORS, LLC	0%	76	489	76	+100.00%
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0%	20	129	0	0
Mar 31, 2025	SVB WEALTH LLC	0%	15	97	15	+100.00%
Mar 31, 2025	TRUST CO OF VERMONT	0%	10	64	0	0
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0%	0	-	-42.52K	-100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-11.03K	-100.00%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0%	0	-	-9	-100.00%
Mar 31, 2025	EVERMAY WEALTH MANAGEMENT LLC	0%	0	-	-2	-100.00%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0%	0	-	-15.88K	-100.00%
Mar 31, 2025	FARMERS & MERCHANTS INVESTMENTS INC	0%	0	-	-49	-100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-1.15K	-100.00%
Mar 31, 2025	WHITTIER TRUST CO	0%	0	-	-25	-100.00%
Mar 31, 2025	SPARK INVESTMENT MANAGEMENT LLC	0.72%	57.63K	371.16K	57.63K	+100.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.51%	40.71K	262.2K	-23.01K	-36.11%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.3%	23.83K	153.47K	23.83K	+100.00%
Mar 31, 2025	IFP ADVISORS, INC	0%	10	64	0	0
Mar 31, 2025	INVESCO LTD.	0.17%	13.32K	85.75K	-4.57K	-25.54%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0%	3	19	0	0
Mar 31, 2025	MORGAN STANLEY	0.07%	5.61K	36.12K	1.27K	+29.18%
Mar 31, 2025	JPMORGAN CHASE & CO	0.05%	3.75K	24.12K	-2.49K	-39.89%
Mar 31, 2025	PARALLEL ADVISORS, LLC	0.01%	1.1K	7.1K	0	0
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	34	219	19	+126.67%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	1.6K	10.29K	1.49K	+1,379.63%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	280	1.8K	105	+60.00%
Mar 31, 2025	CAROLINAS WEALTH CONSULTING LLC	0%	63	406	0	0
Mar 31, 2024	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.01%	10.64K	7.39K	0	0
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.04%	64.62K	44.86K	0	0
Mar 31, 2024	DC INVESTMENTS MANAGEMENT, LLC	0.04%	64.67K	44.89K	0	0
Mar 31, 2024	BARCLAYS PLC	0.04%	68.07K	47K	-64.98K	-48.84%
Mar 31, 2024	GROUP ONE TRADING, L.P.	0.06%	97.63K	67.76K	-1.15K	-1.17%
Mar 31, 2024	UBS GROUP AG	0.06%	99.25K	68.88K	-6.57K	-6.21%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.07%	110.27K	76.54K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0.08%	129.88K	90.15K	6.98K	+5.68%
Mar 31, 2024	MARINER, LLC	0.1%	146.05K	101.37K	146.05K	+100.00%
Mar 31, 2024	RHUMBLINE ADVISERS	0.1%	147.71K	102.5K	3.72K	+2.58%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.13%	195.75K	135.87K	-18.41K	-8.59%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.13%	207.07K	143.73K	26.48K	+14.66%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.15%	230.88K	160.25K	-39.6K	-14.64%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.18%	277.24K	192.43K	-36.82K	-11.72%
Mar 31, 2024	CASTLEKNIGHT MANAGEMENT LP	0.18%	284K	197.12K	0	0
Mar 31, 2024	INVESCO LTD.	0.25%	384.64K	266.98K	221.37K	+135.58%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.27%	407.3K	283K	36.9K	+9.96%
Mar 31, 2024	BAILLIE GIFFORD & CO	0.35%	532.5K	369.61K	0	0
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.37%	561.1K	389.46K	-125K	-18.22%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.39%	603.79K	419.09K	0	0
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.46%	711.86K	494.1K	-368.59K	-34.11%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.41%	2.17M	1.5M	53.53K	+2.53%
Mar 31, 2024	VANGUARD GROUP INC	3.64%	5.6M	3.89M	-15.69K	-0.28%
Mar 31, 2024	PERFORMA LTD (US), LLC	0.03%	53.5K	37.13K	19.5K	+57.35%
Mar 31, 2024	ARNHOLD LLC	0.18%	272.91K	189.42K	0	0
Mar 31, 2024	STATE STREET CORP	1.15%	1.77M	1.23M	20.83K	+1.19%
Mar 31, 2024	OASIS MANAGEMENT CO LTD.	1.63%	2.51M	1.74M	0	0
Mar 31, 2024	EMPOWER ADVISORY GROUP, LLC	0.01%	10.02K	6.95K	0	0
Mar 31, 2024	CERITY PARTNERS LLC	0.01%	11.93K	8.28K	150	+1.27%
Mar 31, 2024	LPL FINANCIAL LLC	0.01%	14.58K	10.12K	75	+0.52%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.01%	16.21K	11.25K	0	0
Mar 31, 2024	HERITAGE INVESTORS MANAGEMENT CORP	0.01%	16.46K	11K	0	0
Mar 31, 2024	PROSHARE ADVISORS LLC	0.01%	17.4K	12.07K	1.37K	+8.56%
Mar 31, 2024	EDMOND DE ROTHSCHILD HOLDING S.A.	0.01%	18K	12.49K	0	0
Mar 31, 2024	CITIGROUP INC	0.01%	18.36K	12.74K	4.34K	+30.94%
Mar 31, 2024	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.01%	18.56K	12.88K	-1.91K	-9.33%
Mar 31, 2024	BARON WEALTH MANAGEMENT LLC	0.01%	19.25K	13.36K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.01%	20.32K	14.1K	20.32K	+100.00%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0.01%	22.04K	15.3K	0	0
Mar 31, 2024	SEI INVESTMENTS CO	0.01%	22.82K	15.84M	0	0
Mar 31, 2024	PRENTISS SMITH & CO INC	0.02%	25.15K	17.46K	25.15K	+100.00%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.02%	32.72K	22.71K	32.72K	+100.00%
Mar 31, 2024	LAKE STREET ADVISORS GROUP, LLC	0.02%	33K	22.91K	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.02%	33.6K	23.32K	-3.3K	-8.94%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.02%	34K	23.6K	3K	+9.68%
Mar 31, 2024	ASPIRIANT, LLC	0.02%	34.14K	23.7K	-6.59K	-16.19%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	36.08K	25K	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.02%	38.11K	26K	38.11K	+100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0.03%	41.01K	28.47K	-121.64K	-74.79%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	41.32K	28.68K	5.89K	+16.62%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	42.6K	29.39K	18.5K	+76.76%
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0.03%	43.15K	29.95K	-2.21K	-4.87%
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	0.03%	44.69K	31K	-7.31K	-14.06%
Mar 31, 2024	SIMPLEX TRADING, LLC	0.03%	46.24K	32K	32.44K	+235.05%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.03%	47.72K	33.12K	-410	-0.85%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.03%	49.88K	34.62K	-75.5K	-60.21%
Mar 31, 2024	ROYAL BANK OF CANADA	0.03%	52.21K	37K	20.57K	+65.02%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.12%	186.82K	129.67K	0	0
Mar 31, 2024	MORGAN STANLEY	0.12%	191.86K	133.17K	-134.99K	-41.30%
Mar 31, 2024	COLDSTREAM CAPITAL MANAGEMENT INC	0.15%	223.79K	155.33K	0	0
Mar 31, 2024	NORTHERN TRUST CORP	0.53%	813.33K	564.53K	3.29K	+0.41%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.59%	913.6K	634.13K	-142.7K	-13.51%
Mar 31, 2024	BLACKROCK INC.	4.12%	6.34M	4.4M	-268.22K	-4.06%
Mar 31, 2024	FMR LLC	6.46%	9.93M	6.89M	-1.57K	-0.02%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.08%	125.38K	153.59K	18.48K	+17.29%
Dec 31, 2023	BARCLAYS PLC	0.09%	133.05K	162K	116.46K	+702.03%
Dec 31, 2023	RHUMBLINE ADVISERS	0.09%	143.99K	176.38K	3.33K	+2.37%
Dec 31, 2023	JANE STREET GROUP, LLC	0.11%	162.66K	199.25K	140.1K	+620.97%
Dec 31, 2023	INVESCO LTD.	0.11%	163.27K	200.01K	10.26K	+6.70%
Dec 31, 2023	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.12%	180.59K	221.22K	-7.35K	-3.91%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.12%	186.82K	228.86K	0	0
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.14%	214.16K	262.34K	9.36K	+4.57%
Dec 31, 2023	COLDSTREAM CAPITAL MANAGEMENT INC	0.15%	223.79K	274.14K	223.79K	+100.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.18%	270.47K	331.33K	-5.46K	-1.98%
Dec 31, 2023	ARNHOLD LLC	0.18%	272.91K	334.31K	46.35K	+20.46%
Dec 31, 2023	CASTLEKNIGHT MANAGEMENT LP	0.19%	284K	347.9K	284K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.21%	314.06K	384.73K	-1.95K	-0.62%
Dec 31, 2023	FMR LLC	6.53%	9.93M	12.16M	99.72K	+1.01%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.24%	370.4K	454K	-121.4K	-24.68%
Dec 31, 2023	BAILLIE GIFFORD & CO	0.35%	532.5K	652.31K	0	0
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.4%	603.79K	739.64K	22.82K	+3.93%
Dec 31, 2023	MORGAN STANLEY	0.21%	326.85K	400.4K	170.67K	+109.28%
Dec 31, 2023	LAIDLAW WEALTH MANAGEMENT LLC	0.4%	613K	750.93K	613K	+100.00%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.45%	686.1K	840.47K	411.1K	+149.49%
Dec 31, 2023	NORTHERN TRUST CORP	0.53%	810.04K	992.3K	56.82K	+7.54%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.69%	1.06M	1.29M	-282.17K	-21.08%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.71%	1.08M	1.32M	-253.46K	-19.00%
Dec 31, 2023	STATE STREET CORP	1.15%	1.75M	2.14M	67.71K	+4.02%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.39%	2.11M	2.59M	110.68K	+5.52%
Dec 31, 2023	OASIS MANAGEMENT CO LTD.	1.65%	2.51M	3.07M	-40.23K	-1.58%
Dec 31, 2023	VANGUARD GROUP INC	3.69%	5.62M	6.88M	93.08K	+1.69%
Dec 31, 2023	BLACKROCK INC.	4.34%	6.6M	8.09M	420.11K	+6.79%
Dec 31, 2023	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.02%	25.15K	30.81K	25.15K	+100.00%
Dec 31, 2023	WOLVERINE TRADING, LLC	0.02%	27.1K	33.2K	6.5K	+31.55%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.02%	31K	37.98K	10K	+47.62%
Dec 31, 2023	ROYAL BANK OF CANADA	0.02%	31.64K	39K	1.94K	+6.55%
Dec 31, 2023	PERFORMA LTD (US), LLC	0.02%	34K	41.65K	1.5K	+4.62%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.02%	35.43K	43.4K	4.62K	+14.99%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	36.08K	44K	262	+0.73%
Dec 31, 2023	CITADEL ADVISORS LLC	0.02%	36.9K	45.2K	-34.7K	-48.46%
Dec 31, 2023	ASPIRIANT, LLC	0.03%	40.74K	49.9K	9.21K	+29.23%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.03%	45.35K	55.56K	1.61K	+3.68%
Dec 31, 2023	AMERICAN INTERNATIONAL GROUP, INC.	0.03%	48.13K	58.95K	676	+1.42%
Dec 31, 2023	NEEDHAM INVESTMENT MANAGEMENT LLC	0.03%	50K	61.25K	0	0
Dec 31, 2023	SG AMERICAS SECURITIES, LLC	0.03%	52K	64K	9.66K	+22.82%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.04%	64.62K	79.16K	0	0
Dec 31, 2023	DC INVESTMENTS MANAGEMENT, LLC	0.04%	64.67K	79.22K	0	0
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.06%	91.63K	112K	91.63K	+100.00%
Dec 31, 2023	GROUP ONE TRADING, L.P.	0.06%	98.78K	121M	-23.4K	-19.15%
Dec 31, 2023	CHEYNE CAPITAL MANAGEMENT (UK) LLP	0.07%	100K	122.5K	0	0
Dec 31, 2023	UBS GROUP AG	0.07%	105.81K	129.62K	57.38K	+118.49%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.07%	110.27K	135.08K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.08%	122.9K	150.55K	29.18K	+31.13%

Insiders

Among the BIRD insiders holding of 8.57% of the stake in company, GOLDMAN SACHS GROUP INC, 10 percent owner, holds the largest shares of 2.98M. BUFANO MICHAEL J, Chief Financial Officer, is the second largest BIRD insider with ownership of 323.19K shares. LEVITAN DAN, , stands third with possession of 289.08K shares of that stake.

Insiders	Designation	Shares Held
GOLDMAN SACHS GROUP INC	10 percent owner	2.98M
BUFANO MICHAEL J	Chief Financial Officer	323.19K
LEVITAN DAN		289.08K
VERNACHIO JOSEPH	Chief Executive Officer	85.57K
MITCHELL ANN	Chief Financial Officer	74.97K
TIMOTHY O. BROWN & LINDSAY T. BROWN, AS TRUSTEES OF THE GRENADIER TRUST UNDER REVOCABLE TRUST AGREEMENT DATED JANUARY 22, 2018		50K
MAVERON EQUITY PARTNERS V, L.P.	10 percent owner	0
ZWILLINGER JOSEPH	Co-Chief Executive Officer	0
BROWN TIMOTHY O.		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 03, 2026	VERNACHIO JOSEPH	SALE	2.69	4.41K	11.87K	85.57K
Mar 03, 2026	MITCHELL ANN	SALE	2.70	2.2K	5.93K	74.97K
Dec 02, 2025	MITCHELL ANN	SALE	4.87	1.84K	8.95K	77.17K
Dec 02, 2025	VERNACHIO JOSEPH	SALE	4.87	4.38K	21.33K	89.98K
Sep 03, 2025	MITCHELL ANN	SALE	6.37	2.19K	13.94K	78.5K
Sep 03, 2025	VERNACHIO JOSEPH	SALE	6.37	3.67K	23.35K	94.37K
Jun 03, 2025	VERNACHIO JOSEPH	SALE	7.15	4.45K	31.82K	98.03K
Jun 03, 2025	MITCHELL ANN	SALE	7.12	2.15K	15.28K	80.69K
Mar 03, 2025	MITCHELL ANN	SALE	6.13	1.88K	11.49K	80.6K
Mar 03, 2025	VERNACHIO JOSEPH	SALE	6.13	2.48K	15.23K	38.53K
Dec 02, 2024	MITCHELL ANN	SALE	8.08	1.5K	12.14K	60.98K
Dec 02, 2024	VERNACHIO JOSEPH	SALE	8.19	2.53K	20.74K	41.01K
Nov 11, 2024	MITCHELL ANN	PURCHASE	8.16	600	4.9K	62.48K
Sep 03, 2024	VERNACHIO JOSEPH	SALE	0.60	47.35K	28.41K	870.74K
Sep 03, 2024	MITCHELL ANN	SALE	0.60	17.52K	10.51K	804.51K
Aug 14, 2024	MITCHELL ANN	PURCHASE	0.65	10K	6.49K	822.02K
Aug 12, 2024	BROWN TIMOTHY O.	SALE	0.59	50K	29.35K	0
Jun 07, 2024	LEVITAN DAN	PURCHASE	0.55	71.18K	38.93K	289.08K
Jun 06, 2024	LEVITAN DAN	PURCHASE	0.54	28.83K	15.62K	217.91K
Jun 03, 2024	MITCHELL ANN	SALE	0.56	62.49K	35K	812.02K
Jun 03, 2024	VERNACHIO JOSEPH	SALE	0.56	58.51K	32.78K	918.09K
May 20, 2024	MITCHELL ANN	PURCHASE	0.72	10K	7.2K	874.51K
Mar 01, 2024	VERNACHIO JOSEPH	SALE	0.91	23.94K	21.66K	321.74K
Dec 04, 2023	VERNACHIO JOSEPH	SALE	1.05	17.34K	18.17K	345.68K
Nov 13, 2023	MITCHELL ANN	PURCHASE	0.68	10K	6.8K	844.1K
Sep 05, 2023	VERNACHIO JOSEPH	SALE	1.26	5.79K	7.32K	363.02K
Jun 02, 2023	VERNACHIO JOSEPH	SALE	1.28	5.13K	6.57K	368.81K
May 22, 2023	LEVITAN DAN	PURCHASE	1.17	1.3K	1.53K	130.49K
May 19, 2023	LEVITAN DAN	PURCHASE	1.19	11.6K	13.8K	129.18K
May 18, 2023	LEVITAN DAN	PURCHASE	1.23	11.3K	13.9K	117.58K
Mar 15, 2023	LEVITAN DAN	PURCHASE	1.08	75.8K	81.86K	106.28K
Mar 02, 2023	BUFANO MICHAEL J	SALE	2.82	10.57K	29.81K	323.19K
Mar 02, 2023	VERNACHIO JOSEPH	SALE	2.82	6.78K	19.13K	373.94K
Feb 23, 2023	ZWILLINGER JOSEPH	SALE	2.75	7.26K	19.95K	0
Feb 22, 2023	ZWILLINGER JOSEPH	SALE	2.76	26.2K	72.31K	0
Feb 17, 2023	ZWILLINGER JOSEPH	SALE	2.75	22.1K	60.77K	0
Jan 27, 2023	ZWILLINGER JOSEPH	SALE	2.78	92.64K	257.55K	0
Dec 02, 2022	BUFANO MICHAEL J	SALE	2.87	12.93K	37.11K	333.76K
Dec 02, 2022	VERNACHIO JOSEPH	SALE	2.87	5.69K	16.34K	185.32K
Sep 01, 2022	BUFANO MICHAEL J	SALE	3.95	9.24K	36.49K	345.21K
Sep 01, 2022	VERNACHIO JOSEPH	SALE	3.95	5.9K	23.31K	191.01K
May 17, 2022	TIMOTHY O. BROWN & LINDSAY T. BROWN, AS TRUSTEES OF THE GRENADIER TRUST UNDER REVOCABLE TRUST AGREEMENT DATED JANUARY 22, 2018	PURCHASE	4.86	50K	242.99K	50K
Mar 14, 2022	BUFANO MICHAEL J	PURCHASE	5.17	25K	129.15K	58.33K
Nov 23, 2021	GOLDMAN SACHS GROUP INC	SALE	20.68	1.27K	26.35K	2.98M
Nov 05, 2021	LEVITAN DAN	SALE	15.00	178.45K	2.68M	0
Nov 05, 2021	MAVERON EQUITY PARTNERS V, L.P.	SALE	15.00	178.45K	2.68M	0

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES12.83K4

NET SHARES-12.83K4

SHARES HELD327.69K4

% NET SHARES-103.92%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares10.6

Short Percent Of Float17.97

Shares Outstanding5.60M

Shares Float5.52M

Shares Short863.69K

Short Ratio16.19

17.97%

Short % of Float

10.6%

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

8.57% Percentage of Shares held by All Insiders

46.25% Percentage of Shares held by All Institutions

50.58% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.43%	34.93K	143.22K	11.1K	+46.58%
Dec 31, 2025	CITADEL ADVISORS LLC	0.48%	38.83K	159.22K	38.83K	+100.00%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.69%	56.65K	232.32K	552	+0.98%
Dec 31, 2025	PERFORMA LTD (US), LLC	0.22%	18.35K	75.24K	5.25K	+40.08%
Dec 31, 2025	JANE STREET GROUP, LLC	0.16%	13.26K	54.38K	13.26K	+100.00%
Dec 31, 2025	ARNHOLD LLC	0.16%	13.07K	53.59K	0	0
Dec 31, 2025	MILLSTONE EVANS GROUP, LLC	0%	5	21	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	12.31K	50.47K	1.85K	+17.71%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.13%	10.69K	43.82K	-62	-0.58%
Dec 31, 2025	VANGUARD GROUP INC	2.95%	240.64K	986.61K	-3.35K	-1.37%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	75	308	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	4.04K	16.56K	-114	-2.75%
Dec 31, 2025	NORTHERN TRUST CORP	0.19%	15.15K	62.12K	4.01K	+35.93%
Dec 31, 2025	FMR LLC	10.1%	824.86K	3.38M	-1	0.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	108	441	0	0
Dec 31, 2025	STATE STREET CORP	0.24%	19.71K	80.83K	0	0
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.25%	20.5K	84.03K	-6.8K	-24.90%
Dec 31, 2025	ALEXIS INVESTMENT PARTNERS, LLC	0%	10	41	0	0
Dec 31, 2025	BLACKROCK, INC.	0.91%	74.22K	304.29K	-668	-0.89%
Dec 31, 2025	SPARK INVESTMENT MANAGEMENT LLC	0.71%	57.63K	236.3K	0	0
Dec 31, 2025	UBS GROUP AG	0.09%	7.6K	31.17K	-771	-9.21%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.05%	3.96K	16.23K	600	+17.87%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.04%	3.26K	13.35K	-38	-1.15%
Dec 31, 2025	ROYAL BANK OF CANADA	0.03%	2.61K	11K	-141	-5.12%
Dec 31, 2025	TURNING POINT BENEFIT GROUP, INC.	0%	5	20	0	0
Dec 31, 2025	FINLEY FINANCIAL, LLC	0%	0	-	-5K	-100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-5	-100.00%
Dec 31, 2025	GROUP ONE TRADING, L.P.	0.01%	552	2.26K	0	0
Dec 31, 2025	MORGAN STANLEY	0.07%	5.9K	24.17K	1.57K	+36.36%
Dec 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0%	3	12	0	0
Dec 31, 2025	CITIGROUP INC	0%	1	4	1	+100.00%
Dec 31, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0%	1	4	0	0
Dec 31, 2025	GSA CAPITAL PARTNERS LLP	0%	0	-	-10.06K	-100.00%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.01%	1.1K	4.52K	-2	-0.18%
Dec 31, 2025	RHUMBLINE ADVISERS	0%	146	598	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	50	205	6	+13.64%
Dec 31, 2025	US BANCORP \DE\	0%	40	164	0	0
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0%	20	82	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0%	15	62	-1.39K	-98.93%
Dec 31, 2025	TRUST CO OF VERMONT	0%	10	41	0	0
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-361	-100.00%
Dec 31, 2025	PDT PARTNERS, LLC	0%	0	-	-15.34K	-100.00%
Dec 31, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0%	0	-	-500	-100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-19	-100.00%
Dec 31, 2025	IFP ADVISORS, INC	0%	0	-	-5	-100.00%
Sep 30, 2025	ALEXIS INVESTMENT PARTNERS, LLC	0%	10	57	10	+100.00%
Sep 30, 2025	FINLEY FINANCIAL, LLC	0.06%	5K	28.35K	5K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.1%	8.37K	47.48K	2.78K	+49.56%
Sep 30, 2025	NORTHERN TRUST CORP	0.14%	11.15K	63.2K	0	0
Sep 30, 2025	GROUP ONE TRADING, L.P.	0.01%	552	3.13K	-261	-32.10%
Sep 30, 2025	TRUST CO OF VERMONT	0%	10	57	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	19	108	-15	-44.12%
Sep 30, 2025	STATE STREET CORP	0.24%	19.71K	111.78K	0	0
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.29%	23.83K	135.12K	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.34%	27.29K	154.75K	13.7K	+100.84%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.69%	56.1K	318.16K	515	+0.93%
Sep 30, 2025	SPARK INVESTMENT MANAGEMENT LLC	0.71%	57.63K	326.79K	0	0
Sep 30, 2025	BLACKROCK, INC.	0.93%	74.89K	424.6K	-382	-0.51%
Sep 30, 2025	VANGUARD GROUP INC	3.02%	243.98K	1.38M	11.46K	+4.93%
Sep 30, 2025	US BANCORP \DE\	0%	40	227	0	0
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	361	2.05K	261	+261.00%
Sep 30, 2025	PDT PARTNERS, LLC	0.19%	15.34K	87K	0	0
Sep 30, 2025	FMR LLC	10.2%	824.86K	4.68M	1	0.00%
Sep 30, 2025	PERFORMA LTD (US), LLC	0.16%	13.1K	74.28K	13.1K	+100.00%
Sep 30, 2025	ARNHOLD LLC	0.16%	13.07K	74.11K	0	0
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.01%	1.11K	6.27K	3	+0.27%
Sep 30, 2025	RHUMBLINE ADVISERS	0%	146	827	0	0
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.13%	10.75K	60.95K	-1	-0.01%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	10.46K	59.29K	10.46K	+100.00%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.12%	10.06K	57K	-18.53K	-64.80%
Sep 30, 2025	MORGAN STANLEY	0.05%	4.32K	24.51K	-495	-10.27%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	4.15K	23.55K	4.15K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.03%	2.76K	16K	-33	-1.18%
Sep 30, 2025	JPMORGAN CHASE & CO	0.02%	1.41K	7.97K	10	+0.72%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	108	638	-1.5K	-93.28%
Sep 30, 2025	IFP ADVISORS, INC	0%	5	28	5	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	5	28	0	0
Sep 30, 2025	TENZING GLOBAL MANAGEMENT, LLC	0%	0	-	-353.92K	-100.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	0	-	-25	-100.00%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	20	113	0	0
Sep 30, 2025	CROWLEY WEALTH MANAGEMENT, INC.	0%	27	153	27	+100.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0%	0	-	-26.99K	-100.00%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	0	-	-41	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-239	-100.00%
Sep 30, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0%	1	6	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	44	249	-48	-52.17%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	75	425	-105	-58.33%
Sep 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.01%	500	2.84K	0	0
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0%	3	17	0	0
Sep 30, 2025	MILLSTONE EVANS GROUP, LLC	0%	5	28	0	0
Sep 30, 2025	CWM, LLC	0%	0	-	-85	-100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.04%	3.29K	18.68K	2.55K	+343.34%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.04%	3.36K	19.04K	3.26K	+3,397.92%
Sep 30, 2025	TURNING POINT BENEFIT GROUP, INC.	0%	5	28	5	+100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	25	266	25	+100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	41	443	41	+100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	96	1.02K	2	+2.13%
Jun 30, 2025		0%	1	11	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	239	2.54K	239	+100.00%
Jun 30, 2025	NORTHERN TRUST CORP	0.14%	11.15K	118.49K	0	0
Jun 30, 2025	STATE STREET CORP	0.24%	19.71K	209.56K	0	0
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.29%	23.83K	253.32K	0	0
Jun 30, 2025	BLACKROCK, INC.	0.93%	75.27K	800.1K	12.51K	+19.94%
Jun 30, 2025	VANGUARD GROUP INC	2.87%	232.52K	2.47M	0	0
Jun 30, 2025	TENZING GLOBAL MANAGEMENT, LLC	4.37%	353.92K	3.76M	353.92K	+100.00%
Jun 30, 2025	FMR LLC	10.2%	824.86K	8.77M	97.42K	+13.39%
Jun 30, 2025	IFP ADVISORS, INC	0%	0	-	-10	-100.00%
Jun 30, 2025	TRUST CO OF VERMONT	0%	10	106	0	0
Jun 30, 2025	CWM, LLC	0%	85	1K	85	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	92	978	3	+3.37%
Jun 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.01%	500	5.32K	500	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	1.61K	17.09K	10	+0.63%
Jun 30, 2025	ROYAL BANK OF CANADA	0.03%	2.79K	29K	23	+0.83%
Jun 30, 2025	MORGAN STANLEY	0.06%	4.82K	51.22M	-791	-14.10%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.13%	10.75K	114.27K	62	+0.58%
Jun 30, 2025	ARNHOLD LLC	0.16%	13.07K	138.93K	0	0
Jun 30, 2025	PDT PARTNERS, LLC	0.19%	15.34K	163.11K	3.55K	+30.04%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	20	213	0	0
Jun 30, 2025	RISE ADVISORS, LLC	0%	0	-	-76	-100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	0	-	-27	-100.00%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0.01%	743	7.9K	19	+2.62%
Jun 30, 2025	MILLSTONE EVANS GROUP, LLC	0%	5	53	0	0
Jun 30, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0%	1	11	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.69%	55.58K	590.99K	1.03K	+1.89%
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0.35%	28.59K	304K	-34.79K	-54.89%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.33%	26.99K	286.85K	-13.73K	-33.72%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0.01%	1.1K	11.71K	0	0
Jun 30, 2025	GROUP ONE TRADING, L.P.	0.01%	813	8.64K	-425	-34.33%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	100	1.06K	100	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.02%	1.4K	14.84K	-2.35K	-62.73%
Jun 30, 2025	US BANCORP \DE\	0%	40	425	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	34	361	0	0
Jun 30, 2025	SVB WEALTH LLC	0%	0	-	-15	-100.00%
Jun 30, 2025	INVESCO LTD.	0%	0	-	-13.32K	-100.00%
Jun 30, 2025	RHUMBLINE ADVISERS	0%	146	1.55K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	180	1.91K	-100	-35.71%
Jun 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0%	0	-	-125	-100.00%
Jun 30, 2025	UBS GROUP AG	0.07%	5.6K	59.52K	-4.43K	-44.15%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-13.79K	-100.00%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0%	3	32	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	5	53	0	0
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.17%	13.59K	144.45M	13.59K	+100.00%
Jun 30, 2025	SPARK INVESTMENT MANAGEMENT LLC	0.71%	57.63K	612.65K	0	0
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	5	32	0	0
Mar 31, 2025	RHUMBLINE ADVISERS	0%	146	940	0	0
Mar 31, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0%	125	805	125	+100.00%
Mar 31, 2025		0%	1	6	0	0
Mar 31, 2025	CITIGROUP INC	0%	0	-	-3	-100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.68%	54.55K	351.42K	617	+1.14%
Mar 31, 2025	WOLVERINE TRADING, LLC	0%	0	-	-18.7K	-100.00%
Mar 31, 2025	FMR LLC	9.07%	727.45K	4.68M	-6	0.00%
Mar 31, 2025	VANGUARD GROUP INC	2.9%	232.52K	1.5M	0	0
Mar 31, 2025	GSA CAPITAL PARTNERS LLP	0.79%	63.39K	408K	22.64K	+55.57%
Mar 31, 2025	BLACKROCK, INC.	0.78%	62.76K	404.16K	252	+0.40%
Mar 31, 2025	NORTHERN TRUST CORP	0.14%	11.15K	71.79K	0	0
Mar 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.13%	10.69K	68.83K	-623	-5.51%
Mar 31, 2025	UBS GROUP AG	0.13%	10.03K	64.56K	-5.67K	-36.13%
Mar 31, 2025	ROYAL BANK OF CANADA	0.03%	2.77K	18K	-1.75K	-38.79%
Mar 31, 2025	GROUP ONE TRADING, L.P.	0.02%	1.24K	7.97K	-915	-42.50%
Mar 31, 2025	US BANCORP \DE\	0%	40	258	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	13.79K	88.78K	13.79K	+100.00%
Mar 31, 2025	ARNHOLD LLC	0.16%	13.07K	84.17K	0	0
Mar 31, 2025	PDT PARTNERS, LLC	0.15%	11.8K	75.99K	11.8K	+100.00%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	27	143	-9.34K	-99.71%
Mar 31, 2025	STATE STREET CORP	0.25%	19.71K	126.96K	0	0
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	94	605	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	89	573	44	+97.78%
Mar 31, 2025	RISE ADVISORS, LLC	0%	76	489	76	+100.00%
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0%	20	129	0	0
Mar 31, 2025	SVB WEALTH LLC	0%	15	97	15	+100.00%
Mar 31, 2025	TRUST CO OF VERMONT	0%	10	64	0	0
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0%	0	-	-42.52K	-100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-11.03K	-100.00%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0%	0	-	-9	-100.00%
Mar 31, 2025	EVERMAY WEALTH MANAGEMENT LLC	0%	0	-	-2	-100.00%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0%	0	-	-15.88K	-100.00%
Mar 31, 2025	FARMERS & MERCHANTS INVESTMENTS INC	0%	0	-	-49	-100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-1.15K	-100.00%
Mar 31, 2025	WHITTIER TRUST CO	0%	0	-	-25	-100.00%
Mar 31, 2025	SPARK INVESTMENT MANAGEMENT LLC	0.72%	57.63K	371.16K	57.63K	+100.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.51%	40.71K	262.2K	-23.01K	-36.11%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.3%	23.83K	153.47K	23.83K	+100.00%
Mar 31, 2025	IFP ADVISORS, INC	0%	10	64	0	0
Mar 31, 2025	INVESCO LTD.	0.17%	13.32K	85.75K	-4.57K	-25.54%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0%	3	19	0	0
Mar 31, 2025	MORGAN STANLEY	0.07%	5.61K	36.12K	1.27K	+29.18%
Mar 31, 2025	JPMORGAN CHASE & CO	0.05%	3.75K	24.12K	-2.49K	-39.89%
Mar 31, 2025	PARALLEL ADVISORS, LLC	0.01%	1.1K	7.1K	0	0
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	34	219	19	+126.67%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	1.6K	10.29K	1.49K	+1,379.63%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	280	1.8K	105	+60.00%
Mar 31, 2025	CAROLINAS WEALTH CONSULTING LLC	0%	63	406	0	0
Mar 31, 2024	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.01%	10.64K	7.39K	0	0
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.04%	64.62K	44.86K	0	0
Mar 31, 2024	DC INVESTMENTS MANAGEMENT, LLC	0.04%	64.67K	44.89K	0	0
Mar 31, 2024	BARCLAYS PLC	0.04%	68.07K	47K	-64.98K	-48.84%
Mar 31, 2024	GROUP ONE TRADING, L.P.	0.06%	97.63K	67.76K	-1.15K	-1.17%
Mar 31, 2024	UBS GROUP AG	0.06%	99.25K	68.88K	-6.57K	-6.21%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.07%	110.27K	76.54K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0.08%	129.88K	90.15K	6.98K	+5.68%
Mar 31, 2024	MARINER, LLC	0.1%	146.05K	101.37K	146.05K	+100.00%
Mar 31, 2024	RHUMBLINE ADVISERS	0.1%	147.71K	102.5K	3.72K	+2.58%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.13%	195.75K	135.87K	-18.41K	-8.59%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.13%	207.07K	143.73K	26.48K	+14.66%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.15%	230.88K	160.25K	-39.6K	-14.64%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.18%	277.24K	192.43K	-36.82K	-11.72%
Mar 31, 2024	CASTLEKNIGHT MANAGEMENT LP	0.18%	284K	197.12K	0	0
Mar 31, 2024	INVESCO LTD.	0.25%	384.64K	266.98K	221.37K	+135.58%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.27%	407.3K	283K	36.9K	+9.96%
Mar 31, 2024	BAILLIE GIFFORD & CO	0.35%	532.5K	369.61K	0	0
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.37%	561.1K	389.46K	-125K	-18.22%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.39%	603.79K	419.09K	0	0
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.46%	711.86K	494.1K	-368.59K	-34.11%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.41%	2.17M	1.5M	53.53K	+2.53%
Mar 31, 2024	VANGUARD GROUP INC	3.64%	5.6M	3.89M	-15.69K	-0.28%
Mar 31, 2024	PERFORMA LTD (US), LLC	0.03%	53.5K	37.13K	19.5K	+57.35%
Mar 31, 2024	ARNHOLD LLC	0.18%	272.91K	189.42K	0	0
Mar 31, 2024	STATE STREET CORP	1.15%	1.77M	1.23M	20.83K	+1.19%
Mar 31, 2024	OASIS MANAGEMENT CO LTD.	1.63%	2.51M	1.74M	0	0
Mar 31, 2024	EMPOWER ADVISORY GROUP, LLC	0.01%	10.02K	6.95K	0	0
Mar 31, 2024	CERITY PARTNERS LLC	0.01%	11.93K	8.28K	150	+1.27%
Mar 31, 2024	LPL FINANCIAL LLC	0.01%	14.58K	10.12K	75	+0.52%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.01%	16.21K	11.25K	0	0
Mar 31, 2024	HERITAGE INVESTORS MANAGEMENT CORP	0.01%	16.46K	11K	0	0
Mar 31, 2024	PROSHARE ADVISORS LLC	0.01%	17.4K	12.07K	1.37K	+8.56%
Mar 31, 2024	EDMOND DE ROTHSCHILD HOLDING S.A.	0.01%	18K	12.49K	0	0
Mar 31, 2024	CITIGROUP INC	0.01%	18.36K	12.74K	4.34K	+30.94%
Mar 31, 2024	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.01%	18.56K	12.88K	-1.91K	-9.33%
Mar 31, 2024	BARON WEALTH MANAGEMENT LLC	0.01%	19.25K	13.36K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.01%	20.32K	14.1K	20.32K	+100.00%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0.01%	22.04K	15.3K	0	0
Mar 31, 2024	SEI INVESTMENTS CO	0.01%	22.82K	15.84M	0	0
Mar 31, 2024	PRENTISS SMITH & CO INC	0.02%	25.15K	17.46K	25.15K	+100.00%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.02%	32.72K	22.71K	32.72K	+100.00%
Mar 31, 2024	LAKE STREET ADVISORS GROUP, LLC	0.02%	33K	22.91K	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.02%	33.6K	23.32K	-3.3K	-8.94%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.02%	34K	23.6K	3K	+9.68%
Mar 31, 2024	ASPIRIANT, LLC	0.02%	34.14K	23.7K	-6.59K	-16.19%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	36.08K	25K	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.02%	38.11K	26K	38.11K	+100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0.03%	41.01K	28.47K	-121.64K	-74.79%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	41.32K	28.68K	5.89K	+16.62%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	42.6K	29.39K	18.5K	+76.76%
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0.03%	43.15K	29.95K	-2.21K	-4.87%
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	0.03%	44.69K	31K	-7.31K	-14.06%
Mar 31, 2024	SIMPLEX TRADING, LLC	0.03%	46.24K	32K	32.44K	+235.05%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.03%	47.72K	33.12K	-410	-0.85%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.03%	49.88K	34.62K	-75.5K	-60.21%
Mar 31, 2024	ROYAL BANK OF CANADA	0.03%	52.21K	37K	20.57K	+65.02%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.12%	186.82K	129.67K	0	0
Mar 31, 2024	MORGAN STANLEY	0.12%	191.86K	133.17K	-134.99K	-41.30%
Mar 31, 2024	COLDSTREAM CAPITAL MANAGEMENT INC	0.15%	223.79K	155.33K	0	0
Mar 31, 2024	NORTHERN TRUST CORP	0.53%	813.33K	564.53K	3.29K	+0.41%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.59%	913.6K	634.13K	-142.7K	-13.51%
Mar 31, 2024	BLACKROCK INC.	4.12%	6.34M	4.4M	-268.22K	-4.06%
Mar 31, 2024	FMR LLC	6.46%	9.93M	6.89M	-1.57K	-0.02%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.08%	125.38K	153.59K	18.48K	+17.29%
Dec 31, 2023	BARCLAYS PLC	0.09%	133.05K	162K	116.46K	+702.03%
Dec 31, 2023	RHUMBLINE ADVISERS	0.09%	143.99K	176.38K	3.33K	+2.37%
Dec 31, 2023	JANE STREET GROUP, LLC	0.11%	162.66K	199.25K	140.1K	+620.97%
Dec 31, 2023	INVESCO LTD.	0.11%	163.27K	200.01K	10.26K	+6.70%
Dec 31, 2023	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.12%	180.59K	221.22K	-7.35K	-3.91%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.12%	186.82K	228.86K	0	0
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.14%	214.16K	262.34K	9.36K	+4.57%
Dec 31, 2023	COLDSTREAM CAPITAL MANAGEMENT INC	0.15%	223.79K	274.14K	223.79K	+100.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.18%	270.47K	331.33K	-5.46K	-1.98%
Dec 31, 2023	ARNHOLD LLC	0.18%	272.91K	334.31K	46.35K	+20.46%
Dec 31, 2023	CASTLEKNIGHT MANAGEMENT LP	0.19%	284K	347.9K	284K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.21%	314.06K	384.73K	-1.95K	-0.62%
Dec 31, 2023	FMR LLC	6.53%	9.93M	12.16M	99.72K	+1.01%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.24%	370.4K	454K	-121.4K	-24.68%
Dec 31, 2023	BAILLIE GIFFORD & CO	0.35%	532.5K	652.31K	0	0
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.4%	603.79K	739.64K	22.82K	+3.93%
Dec 31, 2023	MORGAN STANLEY	0.21%	326.85K	400.4K	170.67K	+109.28%
Dec 31, 2023	LAIDLAW WEALTH MANAGEMENT LLC	0.4%	613K	750.93K	613K	+100.00%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.45%	686.1K	840.47K	411.1K	+149.49%
Dec 31, 2023	NORTHERN TRUST CORP	0.53%	810.04K	992.3K	56.82K	+7.54%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.69%	1.06M	1.29M	-282.17K	-21.08%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.71%	1.08M	1.32M	-253.46K	-19.00%
Dec 31, 2023	STATE STREET CORP	1.15%	1.75M	2.14M	67.71K	+4.02%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.39%	2.11M	2.59M	110.68K	+5.52%
Dec 31, 2023	OASIS MANAGEMENT CO LTD.	1.65%	2.51M	3.07M	-40.23K	-1.58%
Dec 31, 2023	VANGUARD GROUP INC	3.69%	5.62M	6.88M	93.08K	+1.69%
Dec 31, 2023	BLACKROCK INC.	4.34%	6.6M	8.09M	420.11K	+6.79%
Dec 31, 2023	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.02%	25.15K	30.81K	25.15K	+100.00%
Dec 31, 2023	WOLVERINE TRADING, LLC	0.02%	27.1K	33.2K	6.5K	+31.55%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.02%	31K	37.98K	10K	+47.62%
Dec 31, 2023	ROYAL BANK OF CANADA	0.02%	31.64K	39K	1.94K	+6.55%
Dec 31, 2023	PERFORMA LTD (US), LLC	0.02%	34K	41.65K	1.5K	+4.62%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.02%	35.43K	43.4K	4.62K	+14.99%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	36.08K	44K	262	+0.73%
Dec 31, 2023	CITADEL ADVISORS LLC	0.02%	36.9K	45.2K	-34.7K	-48.46%
Dec 31, 2023	ASPIRIANT, LLC	0.03%	40.74K	49.9K	9.21K	+29.23%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.03%	45.35K	55.56K	1.61K	+3.68%
Dec 31, 2023	AMERICAN INTERNATIONAL GROUP, INC.	0.03%	48.13K	58.95K	676	+1.42%
Dec 31, 2023	NEEDHAM INVESTMENT MANAGEMENT LLC	0.03%	50K	61.25K	0	0
Dec 31, 2023	SG AMERICAS SECURITIES, LLC	0.03%	52K	64K	9.66K	+22.82%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.04%	64.62K	79.16K	0	0
Dec 31, 2023	DC INVESTMENTS MANAGEMENT, LLC	0.04%	64.67K	79.22K	0	0
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.06%	91.63K	112K	91.63K	+100.00%
Dec 31, 2023	GROUP ONE TRADING, L.P.	0.06%	98.78K	121M	-23.4K	-19.15%
Dec 31, 2023	CHEYNE CAPITAL MANAGEMENT (UK) LLP	0.07%	100K	122.5K	0	0
Dec 31, 2023	UBS GROUP AG	0.07%	105.81K	129.62K	57.38K	+118.49%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.07%	110.27K	135.08K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.08%	122.9K	150.55K	29.18K	+31.13%

Insiders

Insiders	Designation	Shares Held
GOLDMAN SACHS GROUP INC	10 percent owner	2.98M
BUFANO MICHAEL J	Chief Financial Officer	323.19K
LEVITAN DAN		289.08K
VERNACHIO JOSEPH	Chief Executive Officer	85.57K
MITCHELL ANN	Chief Financial Officer	74.97K
TIMOTHY O. BROWN & LINDSAY T. BROWN, AS TRUSTEES OF THE GRENADIER TRUST UNDER REVOCABLE TRUST AGREEMENT DATED JANUARY 22, 2018		50K
MAVERON EQUITY PARTNERS V, L.P.	10 percent owner	0
ZWILLINGER JOSEPH	Co-Chief Executive Officer	0
BROWN TIMOTHY O.		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 03, 2026	VERNACHIO JOSEPH	SALE	2.69	4.41K	11.87K	85.57K
Mar 03, 2026	MITCHELL ANN	SALE	2.70	2.2K	5.93K	74.97K
Dec 02, 2025	MITCHELL ANN	SALE	4.87	1.84K	8.95K	77.17K
Dec 02, 2025	VERNACHIO JOSEPH	SALE	4.87	4.38K	21.33K	89.98K
Sep 03, 2025	MITCHELL ANN	SALE	6.37	2.19K	13.94K	78.5K
Sep 03, 2025	VERNACHIO JOSEPH	SALE	6.37	3.67K	23.35K	94.37K
Jun 03, 2025	VERNACHIO JOSEPH	SALE	7.15	4.45K	31.82K	98.03K
Jun 03, 2025	MITCHELL ANN	SALE	7.12	2.15K	15.28K	80.69K
Mar 03, 2025	MITCHELL ANN	SALE	6.13	1.88K	11.49K	80.6K
Mar 03, 2025	VERNACHIO JOSEPH	SALE	6.13	2.48K	15.23K	38.53K
Dec 02, 2024	MITCHELL ANN	SALE	8.08	1.5K	12.14K	60.98K
Dec 02, 2024	VERNACHIO JOSEPH	SALE	8.19	2.53K	20.74K	41.01K
Nov 11, 2024	MITCHELL ANN	PURCHASE	8.16	600	4.9K	62.48K
Sep 03, 2024	VERNACHIO JOSEPH	SALE	0.60	47.35K	28.41K	870.74K
Sep 03, 2024	MITCHELL ANN	SALE	0.60	17.52K	10.51K	804.51K
Aug 14, 2024	MITCHELL ANN	PURCHASE	0.65	10K	6.49K	822.02K
Aug 12, 2024	BROWN TIMOTHY O.	SALE	0.59	50K	29.35K	0
Jun 07, 2024	LEVITAN DAN	PURCHASE	0.55	71.18K	38.93K	289.08K
Jun 06, 2024	LEVITAN DAN	PURCHASE	0.54	28.83K	15.62K	217.91K
Jun 03, 2024	MITCHELL ANN	SALE	0.56	62.49K	35K	812.02K
Jun 03, 2024	VERNACHIO JOSEPH	SALE	0.56	58.51K	32.78K	918.09K
May 20, 2024	MITCHELL ANN	PURCHASE	0.72	10K	7.2K	874.51K
Mar 01, 2024	VERNACHIO JOSEPH	SALE	0.91	23.94K	21.66K	321.74K
Dec 04, 2023	VERNACHIO JOSEPH	SALE	1.05	17.34K	18.17K	345.68K
Nov 13, 2023	MITCHELL ANN	PURCHASE	0.68	10K	6.8K	844.1K
Sep 05, 2023	VERNACHIO JOSEPH	SALE	1.26	5.79K	7.32K	363.02K
Jun 02, 2023	VERNACHIO JOSEPH	SALE	1.28	5.13K	6.57K	368.81K
May 22, 2023	LEVITAN DAN	PURCHASE	1.17	1.3K	1.53K	130.49K
May 19, 2023	LEVITAN DAN	PURCHASE	1.19	11.6K	13.8K	129.18K
May 18, 2023	LEVITAN DAN	PURCHASE	1.23	11.3K	13.9K	117.58K
Mar 15, 2023	LEVITAN DAN	PURCHASE	1.08	75.8K	81.86K	106.28K
Mar 02, 2023	BUFANO MICHAEL J	SALE	2.82	10.57K	29.81K	323.19K
Mar 02, 2023	VERNACHIO JOSEPH	SALE	2.82	6.78K	19.13K	373.94K
Feb 23, 2023	ZWILLINGER JOSEPH	SALE	2.75	7.26K	19.95K	0
Feb 22, 2023	ZWILLINGER JOSEPH	SALE	2.76	26.2K	72.31K	0
Feb 17, 2023	ZWILLINGER JOSEPH	SALE	2.75	22.1K	60.77K	0
Jan 27, 2023	ZWILLINGER JOSEPH	SALE	2.78	92.64K	257.55K	0
Dec 02, 2022	BUFANO MICHAEL J	SALE	2.87	12.93K	37.11K	333.76K
Dec 02, 2022	VERNACHIO JOSEPH	SALE	2.87	5.69K	16.34K	185.32K
Sep 01, 2022	BUFANO MICHAEL J	SALE	3.95	9.24K	36.49K	345.21K
Sep 01, 2022	VERNACHIO JOSEPH	SALE	3.95	5.9K	23.31K	191.01K
May 17, 2022	TIMOTHY O. BROWN & LINDSAY T. BROWN, AS TRUSTEES OF THE GRENADIER TRUST UNDER REVOCABLE TRUST AGREEMENT DATED JANUARY 22, 2018	PURCHASE	4.86	50K	242.99K	50K
Mar 14, 2022	BUFANO MICHAEL J	PURCHASE	5.17	25K	129.15K	58.33K
Nov 23, 2021	GOLDMAN SACHS GROUP INC	SALE	20.68	1.27K	26.35K	2.98M
Nov 05, 2021	LEVITAN DAN	SALE	15.00	178.45K	2.68M	0
Nov 05, 2021	MAVERON EQUITY PARTNERS V, L.P.	SALE	15.00	178.45K	2.68M	0

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES12.83K4

NET SHARES-12.83K4

SHARES HELD327.69K4

% NET SHARES-103.92%0%

BIRD Stock Ownership Breakdown

Allbirds

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