How many institutions own BIVI 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 BIVI shares is 38, representing 14.28% of the company's common stock.

Who are the major shareholders selling BioVie Inc. stock?

XTX TOPCO LTD, in the last quarter, reduced its stake in BIVI by -1.89% restricting it's holding to 21.23 thousand shares of worth nearly $29.72K. GROUP ONE TRADING, L.P. also lessened -100% of the BIVI shares from its portfolio, reducing its holding to 0 shares of worth -. ROYAL BANK OF CANADA also shunned BIVI shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying BIVI stock?

As per its latest 13F filing, TOWER RESEARCH CAPITAL LLC (TRC) increased its stake in BIVI by 1,122.04% in the last quarter. The institutional holder raised its holding to 7.54 thousand shares having worth more than $10.56K. JANE STREET GROUP, LLC also added 117.58% more shares of BIVI to its portfolio, raising its holding to 22.79 thousand shares of worth $31.91K. VANGUARD FIDUCIARY TRUST CO also increased its BIVI shares holding by 100% which brought its holding to 37.56 thousand shares worth $52.58K.

BIVI's major insiders: who are they?

The insider with the most stakes in BIVI is PEIZER TERREN S , at the company. Additionally, BIVI stock is highly held by director GORLIN STEVE and director BERMAN RICHARD J among others.

Did an insider recently sell BIVI stock?

Company executives, directors, and other insiders own 0.3% percent of BioVie Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which BIVI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include GORLIN STEVE and BERMAN RICHARD J.

Which insider recently purchased BIVI stock?

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

How much of BIVI does insiders own?

Around 0 BioVie Inc. shares are held by insiders, which represents about 0.3% of BIVI stock.

Who is the insider with the largest stake?

BIVI , PEIZER TERREN S holds the largest portfolio of the company's shares. BIVI shares owned by PEIZER total nearly 1.6 million.

Which institution holds the most shares in BIVI?

PNC FINANCIAL SERVICES GROUP, INC. is the largest institutional owner in BIVI which holds 1 thousand shares worth $1.40K or 0.01% of the total BIVI shares outstanding followed by TOWER RESEARCH CAPITAL LLC (TRC) with ownership of 7.54 thousand shares representing 0.1% of the BIVI ownership. NORTHERN TRUST CORP is the third largest stakeholder with 14.19 thousand shares or 0.19% of the ownership worth more than $19.87K.

Is BioVie 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 BIVI is concerned, it is a stock which is not optionable.

Is there a short position on BIVI's shares?

Number of BIVI shares short is 655.26K. 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 BIVI shares are there?

As of today, 7.54M shares of BIVI are outstanding.

Is there many float in BIVI 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, BIVI has 7.50M shares in float.

BIVI 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 BIVI is 2.81.

BioVie (BIVI) 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 Shares8.69

Short Percent Of Float8.73

Shares Outstanding7.54M

Shares Float7.50M

Shares Short655.26K

Short Ratio2.81

8.73%

Short % of Float

8.69%

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

0.3% Percentage of Shares held by All Insiders

14.28% Percentage of Shares held by All Institutions

14.32% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 14.28% of BIVI shares are held by financial institutions. PNC FINANCIAL SERVICES GROUP, INC. is the top corporate investor, holding 1K shares valued at $1.40K. A 0.01% stake in BioVie Inc. is owned by the company. TOWER RESEARCH CAPITAL LLC (TRC) owns 7.54K shares valued at $10.56K, which translates its holding of 0.1% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1K	1.4K	0	0
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.1%	7.54K	10.56K	6.92K	+1,122.04%
Mar 31, 2026	NORTHERN TRUST CORP	0.19%	14.19K	19.87K	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.3%	22.79K	31.91K	12.32K	+117.58%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.5%	37.56K	52.58K	37.56K	+100.00%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.9%	67.92K	95.09K	39.9K	+142.41%
Mar 31, 2026	XTX TOPCO LTD	0.28%	21.23K	29.72K	-409	-1.89%
Mar 31, 2026	CITADEL ADVISORS LLC	0.6%	45.29K	63.41K	27.14K	+149.54%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0%	10	14	0	0
Mar 31, 2026	MORGAN STANLEY	1%	75.22K	105.31K	15K	+24.91%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	1.12%	84.2K	117.88K	28.82K	+52.04%
Mar 31, 2026	PRELUDE CAPITAL MANAGEMENT, LLC	1.22%	92.06K	128.89K	0	0
Mar 31, 2026	DIAMETRIC CAPITAL, LP	4.9%	370K	518K	0	0
Mar 31, 2026	ALBION FINANCIAL GROUP /UT	0%	1	2	0	0
Mar 31, 2026	GILL CAPITAL PARTNERS, LLC	0%	2	3	2	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0%	3	4	0	0
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0%	2	3	0	0
Mar 31, 2026	DANSKE BANK A/S	0%	1	1	0	0
Mar 31, 2026	GROUP ONE TRADING, L.P.	0%	0	-	-42	-100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0%	0	-	-2.2K	-100.00%
Mar 31, 2026	VANGUARD CAPITAL MANAGEMENT LLC	1.11%	84.07K	117.69K	84.07K	+100.00%
Mar 31, 2026	UBS GROUP AG	0%	6	8	-765	-99.22%
Mar 31, 2026	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	10	14	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	27	38	-2	-6.90%
Mar 31, 2026	SQUAREPOINT OPS LLC	0%	0	-	-14.17K	-100.00%
Mar 31, 2026	CERITY PARTNERS LLC	0%	0	-	-12.4K	-100.00%
Mar 31, 2026	DRW SECURITIES, LLC	0%	0	-	-128.36K	-100.00%
Mar 31, 2026	CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD	0%	3	4	3	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0%	5	7	0	0
Mar 31, 2026		0%	1	1	0	0
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.07%	5.6K	7.84K	3.6K	+180.00%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0%	0	-	-21.41K	-100.00%
Mar 31, 2026	FMR LLC	0%	0	-	-16.29K	-100.00%
Mar 31, 2026	FINANCIAL PERSPECTIVES, INC	0%	6	8	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	56	77	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-125	-100.00%
Mar 31, 2026	CITIGROUP INC	0.04%	3.16K	4.43K	3.16K	+100.00%
Mar 31, 2026	HRT FINANCIAL LP	0.31%	23.48K	32K	23.48K	+100.00%
Mar 31, 2026	PHILADELPHIA TRUST CO	0.99%	75.01K	105K	0	0
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0%	57	80	57	+100.00%
Mar 31, 2026	SBI SECURITIES CO., LTD.	0%	231	323	-5	-2.12%
Dec 31, 2025	JANE STREET GROUP, LLC	0.13%	10.48K	12.15K	10.48K	+100.00%
Dec 31, 2025	CERITY PARTNERS LLC	0.16%	12.4K	14.38K	12.4K	+100.00%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.18%	14.17K	16.44K	-19.12K	-57.43%
Dec 31, 2025	CITADEL ADVISORS LLC	0.23%	18.15K	21.05K	-86.38K	-82.64%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.27%	21.41K	24.84K	-11.09K	-34.13%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	3	3	0	0
Dec 31, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	10	12	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0%	10	12	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	29	34	-15	-34.09%
Dec 31, 2025	GROUP ONE TRADING, L.P.	0%	42	49	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	125	145	4	+3.31%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	236	274	-104	-30.59%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	617	716	617	+100.00%
Dec 31, 2025	UBS GROUP AG	0.01%	771	895	-2.15K	-73.60%
Dec 31, 2025	ROYAL BANK OF CANADA	0.03%	2.2K	2K	1.2K	+120.00%
Dec 31, 2025	VANGUARD GROUP INC	2.7%	213.53K	247.7K	84.6K	+65.62%
Dec 31, 2025	DIAMETRIC CAPITAL, LP	4.67%	370K	429.2K	0	0
Dec 31, 2025	FINANCIAL PERSPECTIVES, INC	0%	0	-	-6	-100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-10	-100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-578	-100.00%
Dec 31, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	0%	0	-	-143.5K	-100.00%
Dec 31, 2025	XTX TOPCO LTD	0.27%	21.64K	25.1K	21.64K	+100.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1K	1.16K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.04%	2K	2.32K	0	0
Dec 31, 2025	NORTHERN TRUST CORP	0.18%	14.19K	16.46K	14.19K	+100.00%
Dec 31, 2025	FMR LLC	0.21%	16.29K	18.9K	16.29K	+100.00%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.35%	28.02K	32.5K	-44.9K	-61.58%
Dec 31, 2025	PRELUDE CAPITAL MANAGEMENT, LLC	1.16%	92.06K	106.79K	-52.7K	-36.40%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	1.1K	1.27K	0	0
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.7%	55.38K	64.24K	3.01K	+5.74%
Dec 31, 2025	MORGAN STANLEY	0.76%	60.22K	69.86K	29.93K	+98.77%
Dec 31, 2025	PHILADELPHIA TRUST CO	0.95%	75.01K	87K	0	0
Dec 31, 2025	DRW SECURITIES, LLC	1.62%	128.36K	148.89K	128.36K	+100.00%
Dec 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	0	-	-140	-100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-1	-100.00%
Dec 31, 2025	DANSKE BANK A/S	0%	1	1	0	0
Dec 31, 2025	ALBION FINANCIAL GROUP /UT	0%	1	2	0	0
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	2	2	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0%	5	6	0	0
Sep 30, 2025	XTX TOPCO LTD	0%	0	-	-43.31K	-100.00%
Sep 30, 2025	BLACKROCK, INC.	0%	0	-	-97	-100.00%
Sep 30, 2025	SAVVY ADVISORS, INC.	0%	0	-	-10K	-100.00%
Sep 30, 2025	CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD	0%	0	-	-1	-100.00%
Sep 30, 2025	DRIVE WEALTH MANAGEMENT, LLC	0%	0	-	-10K	-100.00%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.62%	32.51K	61.76K	32.51K	+100.00%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0%	0	-	-1.04K	-100.00%
Sep 30, 2025	ALBION FINANCIAL GROUP /UT	0%	0	-	-5	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-6.79K	-100.00%
Sep 30, 2025	STATE STREET CORP	0%	0	-	-16.02K	-100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0%	0	-	-20.04K	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-395	-100.00%
Sep 30, 2025	TWO SIGMA SECURITIES, LLC	0%	0	-	-22.87K	-100.00%
Sep 30, 2025	SANDERS MORRIS HARRIS LLC	0%	0	-	-40K	-100.00%
Sep 30, 2025	MORGAN STANLEY	0%	0	-	-5.53K	-100.00%
Sep 30, 2025	CITIGROUP INC	0%	0	-	-5.51K	-100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-15	-100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-709	-100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-30	-100.00%
Sep 30, 2025	DANSKE BANK A/S	0%	1	2	1	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	3	6	3	+100.00%
Sep 30, 2025	FINANCIAL PERSPECTIVES, INC	0%	6	11	-53	-89.83%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	10	19	10	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0%	10	19	10	+100.00%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	0	-	-10	-100.00%
Sep 30, 2025	VANGUARD GROUP INC	0%	0	-	-552.37K	-100.00%
Sep 30, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	10	19	10	+100.00%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0%	0	-	-415	-100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	0	-	-10.5K	-100.00%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.64%	33.29K	63.26K	33.29K	+100.00%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.4%	72.92K	138.54K	72.92K	+100.00%
Sep 30, 2025	PHILADELPHIA TRUST CO	1.44%	75.01K	143K	75.01K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	2%	104.53K	198.61K	104.53K	+100.00%
Sep 30, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	2.75%	143.5K	272.65K	143.5K	+100.00%
Sep 30, 2025	PRELUDE CAPITAL MANAGEMENT, LLC	2.78%	144.76K	275.05K	144.76K	+100.00%
Sep 30, 2025	DIAMETRIC CAPITAL, LP	7.1%	370K	703K	370K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	58	88	58	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0%	0	-	-139.4K	-100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-61.74K	-100.00%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-4.62K	-100.00%
Sep 30, 2025	UBS GROUP AG	0.06%	2.92K	5.55K	2.92K	+100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.04%	2K	3.8K	2K	+100.00%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	1K	1.9K	1K	+100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.01%	340	646	-2.55K	-88.24%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	140	266	140	+100.00%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	0	-	-963	-100.00%
Sep 30, 2025	TRAYNOR CAPITAL MANAGEMENT, INC.	0%	0	-	-18K	-100.00%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	1.04K	971	-6	-0.57%
Jun 30, 2025	GROUP ONE TRADING, L.P.	0%	415	384	-3	-0.72%
Jun 30, 2025	GARDE CAPITAL, INC.	0%	52	49	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0%	30	28	0	0
Jun 30, 2025	VANGUARD GROUP INC	2.98%	552.37K	510.94K	15.73K	+2.93%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	395	365	-1K	-71.68%
Jun 30, 2025	XTX TOPCO LTD	0.23%	43.31K	40.06K	43.31K	+100.00%
Jun 30, 2025	SANDERS MORRIS HARRIS LLC	0.22%	40K	37K	0	0
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0.12%	22.87K	21.16K	22.87K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.03%	5.53K	5.11M	663	+13.64%
Jun 30, 2025	BLACKROCK, INC.	0%	97	90	0	0
Jun 30, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	100	93	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	100	93	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.06%	10.5K	10K	-780	-6.91%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	15	15	-594	-97.54%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-30	-100.00%
Jun 30, 2025	TRAYNOR CAPITAL MANAGEMENT, INC.	0.1%	18K	16.76K	2K	+12.50%
Jun 30, 2025	STATE STREET CORP	0.09%	16.02K	14.82K	0	0
Jun 30, 2025	DRIVE WEALTH MANAGEMENT, LLC	0.05%	10K	9.25K	-5K	-33.33%
Jun 30, 2025	SAVVY ADVISORS, INC.	0.05%	10K	9.25K	10K	+100.00%
Jun 30, 2025	CITIGROUP INC	0.03%	5.51K	5.1K	5.51K	+100.00%
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	0%	16	15	16	+100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	10	9	0	0
Jun 30, 2025	ALBION FINANCIAL GROUP /UT	0%	5	5	0	0
Jun 30, 2025		0%	0	-	-2.76K	-100.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0%	0	-	-21.61K	-100.00%
Jun 30, 2025	HRT FINANCIAL LP	0%	0	-	-10.9K	-100.00%
Jun 30, 2025	CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD	0%	1	1	-1.11K	-99.91%
Jun 30, 2025	CERITY PARTNERS LLC	0%	0	-	-29.33K	-100.00%
Jun 30, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0%	0	-	-100	-100.00%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	0	-	-2.76K	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.33%	61.74K	57.11K	61.74K	+100.00%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	4.62K	4.27K	-797	-14.73%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	6.79K	6.28K	6.79K	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.01%	2K	1.85K	2K	+100.00%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	1.4K	1.3K	0	0
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	963	891	-819	-45.96%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	709	655	519	+273.16%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	598	548	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	100	93	-54K	-99.82%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.75%	139.4K	128.95K	1.38K	+1.00%
Jun 30, 2025	UBS GROUP AG	0.66%	122.19K	113.03K	72.38K	+145.31%
Jun 30, 2025	NORTHERN TRUST CORP	0.11%	20.04K	18.54K	4.74K	+30.97%
Jun 30, 2025	FINANCIAL PERSPECTIVES, INC	0%	59	55	0	0
Jun 30, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-13K	-100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	598	584	0	0
Mar 31, 2025	GROUP ONE TRADING, L.P.	0%	418	410	-296	-41.46%
Mar 31, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	0%	0	-	-31.65K	-100.00%
Mar 31, 2025	HRT FINANCIAL LP	0.06%	10.9K	10K	10.9K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.06%	11.28K	11K	2.78K	+32.71%
Mar 31, 2025	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0%	0	-	-1K	-100.00%
Mar 31, 2025	ZULLO INVESTMENT GROUP, INC.	0%	0	-	-23K	-100.00%
Mar 31, 2025	SQUAREPOINT OPS LLC	0%	0	-	-14.21K	-100.00%
Mar 31, 2025	IFP ADVISORS, INC	0%	0	-	-2K	-100.00%
Mar 31, 2025	BELVEDERE TRADING LLC	0%	0	-	-9.62K	-100.00%
Mar 31, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0%	0	-	-580	-100.00%
Mar 31, 2025	GARDE CAPITAL, INC.	0%	52	51	52	+100.00%
Mar 31, 2025	NEW WAVE WEALTH ADVISORS LLC	0%	0	-	-800	-100.00%
Mar 31, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	100	98	0	0
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0%	0	-	-122.62K	-100.00%
Mar 31, 2025	CITIGROUP INC	0%	0	-	-2	-100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	190	186	9	+4.97%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.01%	1.05K	1.03K	800	+320.00%
Mar 31, 2025	BLACKROCK, INC.	0%	97	95	0	0
Mar 31, 2025	DRIVE WEALTH MANAGEMENT, LLC	0.08%	15K	14.7K	-45K	-75.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	100	98	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	1.4K	1.37K	-150	-9.71%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	1.78K	1.26K	0	0
Mar 31, 2025	ALBION FINANCIAL GROUP /UT	0%	5	5	0	0
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	10	10	0	0
Mar 31, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0%	16	16	16	+100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	30	29	0	0
Mar 31, 2025	TRAYNOR CAPITAL MANAGEMENT, INC.	0.09%	16K	15.68K	16K	+100.00%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.07%	13K	12.74K	-37K	-74.00%
Mar 31, 2025	NORTHERN TRUST CORP	0.08%	15.3K	14.99K	-1.58K	-9.35%
Mar 31, 2025	STATE STREET CORP	0.09%	16.02K	15.7K	0	0
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.12%	21.61K	21.18K	-7.1K	-24.73%
Mar 31, 2025	CERITY PARTNERS LLC	0.16%	29.33K	28.74K	12.1K	+70.23%
Mar 31, 2025	SANDERS MORRIS HARRIS LLC	0.22%	40K	39.2K	0	0
Mar 31, 2025	UBS GROUP AG	0.27%	49.81K	48.82K	1.48K	+3.07%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.75%	138.02K	135.26K	14.62K	+11.84%
Mar 31, 2025	VANGUARD GROUP INC	2.9%	536.64K	525.91K	446.36K	+494.40%
Mar 31, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0%	100	98	100	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.03%	4.86K	4.77K	-20.26K	-80.65%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	5.41K	5.3K	3.46K	+176.69%
Mar 31, 2025		0.01%	1.11K	1.09K	1.11K	+100.00%
Mar 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	1.4K	1.37K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.29%	54.1K	53.02K	40K	+283.69%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	30	29	0	0
Mar 31, 2025	FINANCIAL PERSPECTIVES, INC	0%	59	58	0	0
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	609	615	-990	-61.91%
Mar 31, 2024	GROUP ONE TRADING, L.P.	0.03%	10.12K	5.35K	10.12K	+100.00%
Mar 31, 2024	BARCLAYS PLC	0.03%	11.16K	6K	-6.46K	-36.68%
Mar 31, 2024	ALBION FINANCIAL GROUP /UT	0%	50	27	0	0
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0%	274	145	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	421	223	421	+100.00%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0%	424	224	0	0
Mar 31, 2024	FINANCIAL PERSPECTIVES, INC	0%	585	309	0	0
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.04%	17.81K	9.99K	0	0
Mar 31, 2024	CRESCENT GROVE ADVISORS, LLC	0.06%	27.5K	14.54K	8K	+41.03%
Mar 31, 2024	MORGAN STANLEY	0.06%	24.6K	13.01K	-58.42K	-70.37%
Mar 31, 2024	SHEPHERD KAPLAN KROCHUK, LLC	0.07%	29.45K	15.57K	0	0
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.08%	29.94K	15.82K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.09%	35.08K	18.52K	-1.37K	-3.76%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.11%	42.26K	22.34K	20.35K	+92.86%
Mar 31, 2024	CITADEL ADVISORS LLC	0.12%	44.4K	23.47K	40.4K	+1,010.00%
Mar 31, 2024	STATE STREET CORP	0.46%	175.17K	92.59K	-575	-0.33%
Mar 31, 2024	SABBY MANAGEMENT, LLC	1.54%	689.14K	364.28K	689.14K	+100.00%
Mar 31, 2024	FMR LLC	0.02%	6.18K	3.27K	6.01K	+3,472.25%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.04%	15.96K	8.43K	-340	-2.09%
Mar 31, 2024	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.11%	51.4K	27.17K	37.76K	+276.89%
Mar 31, 2024	CERITY PARTNERS LLC	0.18%	82.74K	43.68K	42K	+103.09%
Mar 31, 2024	NORTHERN TRUST CORP	0.3%	115.46K	61.03K	6.54K	+6.00%
Mar 31, 2024	CVI HOLDINGS, LLC	1.34%	599.9K	317.11K	599.9K	+100.00%
Mar 31, 2024	VANGUARD GROUP INC	1.69%	644.58K	340.72K	292.73K	+83.20%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0%	0	-	-1.5K	-100.00%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0%	0	-	-7.69K	-100.00%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0%	0	-	-10K	-100.00%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0%	0	-	-109	-100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-4.07K	-100.00%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0%	0	-	-80.71K	-100.00%
Mar 31, 2024	AMALGAMATED BANK	0%	0	-	-470	-100.00%
Mar 31, 2024	SANCTUARY WEALTH MANAGEMENT, L.L.C.	0%	3	2	3	+100.00%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	1K	529	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0%	1K	529	0	0
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0%	1.5K	793	-4	-0.27%
Mar 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	1.49K	786	-502	-25.24%
Mar 31, 2024	JPMORGAN CHASE & CO	0.01%	2.44K	1.29K	280	+12.95%
Mar 31, 2024	CITIGROUP INC	0.01%	2.71K	1.43K	696	+34.51%
Mar 31, 2024	SIMPLEX TRADING, LLC	0.01%	2.79K	1K	-12.99K	-82.30%
Mar 31, 2024	RHUMBLINE ADVISERS	0.01%	4.82K	2.54K	128	+2.73%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.02%	5.76K	3.05K	-1.33K	-18.69%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.02%	6.45K	3.41K	447	+7.44%
Mar 31, 2024	ROYAL BANK OF CANADA	0.02%	8.09K	4K	-3.11K	-27.74%
Mar 31, 2024	SUMMIT TRAIL ADVISORS, LLC	0.02%	10.1K	5.34K	0	0
Mar 31, 2024	VIRTU FINANCIAL LLC	0.02%	10.95K	6K	-14.13K	-56.33%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.02%	9.39K	4.96K	781	+9.08%
Mar 31, 2024	LPL FINANCIAL LLC	0.03%	10.11K	5.34K	10.11K	+100.00%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	12.28K	6.5K	5.01K	+68.85%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.03%	13.15K	6.95K	-23.81K	-64.43%
Mar 31, 2024	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.04%	17K	8.99K	11K	+183.33%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.05%	17.24K	9K	0	0
Mar 31, 2024	UBS GROUP AG	0.06%	22.39K	11.84K	8.93K	+66.39%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.65%	247.11K	130.63K	59.52K	+31.73%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.81%	308.3K	163.4K	227K	+279.21%
Mar 31, 2024	BLACKROCK INC.	0.86%	327.93K	173.34K	-22.55K	-6.43%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.91%	347.4K	184K	347.4K	+100.00%
Mar 31, 2024	ALTIUM CAPITAL MANAGEMENT LP	6.72%	3.01M	1.59M	3.01M	+100.00%
Dec 31, 2023		0%	585	737	0	0
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0%	424	534	0	0
Dec 31, 2023	VIRTU FINANCIAL LLC	0.07%	25.08K	32K	25.08K	+100.00%
Dec 31, 2023	CRESCENT GROVE ADVISORS, LLC	0.05%	19.5K	24.57K	8.5K	+77.27%
Dec 31, 2023	SHEPHERD KAPLAN KROCHUK, LLC	0.08%	29.45K	37.11K	0	0
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.08%	29.94K	37.72K	18.33K	+157.90%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.1%	36.45K	45.93K	27.84K	+323.39%
Dec 31, 2023	CERITY PARTNERS LLC	0.11%	40.74K	51.21K	5.1K	+14.31%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.21%	80.71K	101.69K	8.11K	+11.17%
Dec 31, 2023	ENGINEERS GATE MANAGER LP	0.05%	19.04K	23.99K	19.04K	+100.00%
Dec 31, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.05%	17.81K	22.45K	0	0
Dec 31, 2023	BARCLAYS PLC	0.05%	17.62K	22K	16.54K	+1,528.56%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.05%	17.24K	22K	0	0
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.04%	16.3K	20.53K	340	+2.13%
Dec 31, 2023	SIMPLEX TRADING, LLC	0.04%	15.78K	19K	-4.66K	-22.80%
Dec 31, 2023	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.04%	13.64K	17.18K	13.64K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.04%	13.46K	16.96K	10.06K	+295.76%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.06%	21.91K	27.61K	21.91K	+100.00%
Dec 31, 2023	WEXFORD CAPITAL LP	0.03%	12.66K	15.95K	12.66K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.03%	11.2K	14K	10.59K	+1,721.14%
Dec 31, 2023	SUMMIT TRAIL ADVISORS, LLC	0.03%	10.1K	12.73K	0	0
Dec 31, 2023	GOOD LIFE ADVISORS, LLC	0.03%	10K	12.6K	10K	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.02%	8.61K	10.84K	2.41K	+38.79%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	7.69K	9.69K	7.69K	+100.00%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	7.28K	9.17K	-14.81K	-67.06%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.02%	7.09K	8.93K	-1.74K	-19.66%
Dec 31, 2023	AMERICAN INTERNATIONAL GROUP, INC.	0.02%	6.01K	7.57K	4.35K	+262.52%
Dec 31, 2023	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.02%	6K	7.56K	5K	+500.00%
Dec 31, 2023	RHUMBLINE ADVISERS	0.01%	4.69K	5.91K	-303	-6.07%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.01%	4.07K	5.12K	4.07K	+100.00%
Dec 31, 2023	CITADEL ADVISORS LLC	0.01%	4K	5.04K	-2.5K	-38.46%
Dec 31, 2023	MORGAN STANLEY	0.22%	83.03K	104.61K	27.7K	+50.06%
Dec 31, 2023	NORTHERN TRUST CORP	0.29%	108.92K	137.24K	67.93K	+165.73%
Dec 31, 2023	STATE STREET CORP	0.46%	175.74K	221.44K	86.38K	+96.65%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.49%	187.59K	236.39K	49.18K	+35.53%
Dec 31, 2023	JPMORGAN CHASE & CO	0.01%	2.16K	2.73K	10	+0.46%
Dec 31, 2023	CITIGROUP INC	0.01%	2.02K	2.54K	1.99K	+7,657.69%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	1K	1.26K	0	0
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	1.99K	2.51K	1.26K	+171.35%
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	0%	1.5K	1.89K	0	0
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0%	1.5K	1.88K	500	+50.00%
Dec 31, 2023	BLACKROCK INC.	0.92%	350.48K	441.6K	278.76K	+388.68%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0%	1K	1.26K	50	+5.26%
Dec 31, 2023	VANGUARD GROUP INC	0.92%	351.85K	443.33K	152.03K	+76.09%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.1%	36.96K	46.57K	-22.34K	-37.67%
Dec 31, 2023	AMALGAMATED BANK	0%	470	1K	-33	-6.56%
Dec 31, 2023	PROVENCE WEALTH MANAGEMENT GROUP	0%	550	693	0	0

Insiders

Among the BIVI insiders holding of 0.3% of the stake in company, PEIZER TERREN S, , holds the largest shares of 1.6M. GORLIN STEVE, director, is the second largest BIVI insider with ownership of 46.36K shares. BERMAN RICHARD J, director, stands third with possession of 16.79K shares of that stake.

Insiders	Designation	Shares Held
PEIZER TERREN S		1.6M
GORLIN STEVE	director	46.36K
BERMAN RICHARD J	director	16.79K
DO CUONG V	President & CEO	5.05K
KIM JOANNE WENDY	CFO	2K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 07, 2025	DO CUONG V	PURCHASE	2.50	5K	12.5K	5.05K
Mar 04, 2024	DO CUONG V	PURCHASE	1.50	5K	7.5K	5K
Dec 01, 2023	GORLIN STEVE	SALE	1.69	75.68K	127.9K	46.36K
Nov 30, 2023	DO CUONG V	PURCHASE	1.78	10K	17.8K	68.76K
Sep 05, 2023	GORLIN STEVE	SALE	3.05	8.56K	26.11K	75.68K
Aug 22, 2023	BERMAN RICHARD J	SALE	3.50	10.81K	37.83K	16.79K
Jun 07, 2023	BERMAN RICHARD J	SALE	5.81	5.98K	34.78K	23.21K
May 22, 2023	BERMAN RICHARD J	SALE	6.50	5K	32.51K	29.19K
Mar 28, 2023	BERMAN RICHARD J	SALE	8.52	2.61K	22.26K	34.19K
Mar 27, 2023	BERMAN RICHARD J	SALE	8.52	3.37K	28.71K	41.81K
Dec 07, 2021	KIM JOANNE WENDY	PURCHASE	5.40	2K	10.8K	2K
Nov 03, 2020	GORLIN STEVE	PURCHASE	7.95	2.43K	19.32K	45.1K
Oct 30, 2020	GORLIN STEVE	PURCHASE	7.97	2.57K	20.48K	42.67K
Oct 21, 2020	GORLIN STEVE	PURCHASE	9.19	5K	45.95K	40.1K
Oct 15, 2020	GORLIN STEVE	PURCHASE	10.27	100	1.03K	20.1K
Oct 09, 2020	GORLIN STEVE	PURCHASE	9.61	282	2.71K	20K
Oct 07, 2020	GORLIN STEVE	PURCHASE	9.42	4.72K	44.44K	19.72K
Sep 22, 2020	GORLIN STEVE	PURCHASE	10.00	15K	150K	15K
Jul 03, 2018	PEIZER TERREN S	PURCHASE	0.00	1.6M	-	1.6M

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares8.69

Short Percent Of Float8.73

Shares Outstanding7.54M

Shares Float7.50M

Shares Short655.26K

Short Ratio2.81

8.73%

Short % of Float

8.69%

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

0.3% Percentage of Shares held by All Insiders

14.28% Percentage of Shares held by All Institutions

14.32% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1K	1.4K	0	0
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.1%	7.54K	10.56K	6.92K	+1,122.04%
Mar 31, 2026	NORTHERN TRUST CORP	0.19%	14.19K	19.87K	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.3%	22.79K	31.91K	12.32K	+117.58%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.5%	37.56K	52.58K	37.56K	+100.00%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.9%	67.92K	95.09K	39.9K	+142.41%
Mar 31, 2026	XTX TOPCO LTD	0.28%	21.23K	29.72K	-409	-1.89%
Mar 31, 2026	CITADEL ADVISORS LLC	0.6%	45.29K	63.41K	27.14K	+149.54%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0%	10	14	0	0
Mar 31, 2026	MORGAN STANLEY	1%	75.22K	105.31K	15K	+24.91%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	1.12%	84.2K	117.88K	28.82K	+52.04%
Mar 31, 2026	PRELUDE CAPITAL MANAGEMENT, LLC	1.22%	92.06K	128.89K	0	0
Mar 31, 2026	DIAMETRIC CAPITAL, LP	4.9%	370K	518K	0	0
Mar 31, 2026	ALBION FINANCIAL GROUP /UT	0%	1	2	0	0
Mar 31, 2026	GILL CAPITAL PARTNERS, LLC	0%	2	3	2	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0%	3	4	0	0
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0%	2	3	0	0
Mar 31, 2026	DANSKE BANK A/S	0%	1	1	0	0
Mar 31, 2026	GROUP ONE TRADING, L.P.	0%	0	-	-42	-100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0%	0	-	-2.2K	-100.00%
Mar 31, 2026	VANGUARD CAPITAL MANAGEMENT LLC	1.11%	84.07K	117.69K	84.07K	+100.00%
Mar 31, 2026	UBS GROUP AG	0%	6	8	-765	-99.22%
Mar 31, 2026	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	10	14	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	27	38	-2	-6.90%
Mar 31, 2026	SQUAREPOINT OPS LLC	0%	0	-	-14.17K	-100.00%
Mar 31, 2026	CERITY PARTNERS LLC	0%	0	-	-12.4K	-100.00%
Mar 31, 2026	DRW SECURITIES, LLC	0%	0	-	-128.36K	-100.00%
Mar 31, 2026	CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD	0%	3	4	3	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0%	5	7	0	0
Mar 31, 2026		0%	1	1	0	0
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.07%	5.6K	7.84K	3.6K	+180.00%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0%	0	-	-21.41K	-100.00%
Mar 31, 2026	FMR LLC	0%	0	-	-16.29K	-100.00%
Mar 31, 2026	FINANCIAL PERSPECTIVES, INC	0%	6	8	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	56	77	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-125	-100.00%
Mar 31, 2026	CITIGROUP INC	0.04%	3.16K	4.43K	3.16K	+100.00%
Mar 31, 2026	HRT FINANCIAL LP	0.31%	23.48K	32K	23.48K	+100.00%
Mar 31, 2026	PHILADELPHIA TRUST CO	0.99%	75.01K	105K	0	0
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0%	57	80	57	+100.00%
Mar 31, 2026	SBI SECURITIES CO., LTD.	0%	231	323	-5	-2.12%
Dec 31, 2025	JANE STREET GROUP, LLC	0.13%	10.48K	12.15K	10.48K	+100.00%
Dec 31, 2025	CERITY PARTNERS LLC	0.16%	12.4K	14.38K	12.4K	+100.00%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.18%	14.17K	16.44K	-19.12K	-57.43%
Dec 31, 2025	CITADEL ADVISORS LLC	0.23%	18.15K	21.05K	-86.38K	-82.64%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.27%	21.41K	24.84K	-11.09K	-34.13%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	3	3	0	0
Dec 31, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	10	12	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0%	10	12	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	29	34	-15	-34.09%
Dec 31, 2025	GROUP ONE TRADING, L.P.	0%	42	49	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	125	145	4	+3.31%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	236	274	-104	-30.59%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	617	716	617	+100.00%
Dec 31, 2025	UBS GROUP AG	0.01%	771	895	-2.15K	-73.60%
Dec 31, 2025	ROYAL BANK OF CANADA	0.03%	2.2K	2K	1.2K	+120.00%
Dec 31, 2025	VANGUARD GROUP INC	2.7%	213.53K	247.7K	84.6K	+65.62%
Dec 31, 2025	DIAMETRIC CAPITAL, LP	4.67%	370K	429.2K	0	0
Dec 31, 2025	FINANCIAL PERSPECTIVES, INC	0%	0	-	-6	-100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-10	-100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-578	-100.00%
Dec 31, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	0%	0	-	-143.5K	-100.00%
Dec 31, 2025	XTX TOPCO LTD	0.27%	21.64K	25.1K	21.64K	+100.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1K	1.16K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.04%	2K	2.32K	0	0
Dec 31, 2025	NORTHERN TRUST CORP	0.18%	14.19K	16.46K	14.19K	+100.00%
Dec 31, 2025	FMR LLC	0.21%	16.29K	18.9K	16.29K	+100.00%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.35%	28.02K	32.5K	-44.9K	-61.58%
Dec 31, 2025	PRELUDE CAPITAL MANAGEMENT, LLC	1.16%	92.06K	106.79K	-52.7K	-36.40%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	1.1K	1.27K	0	0
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.7%	55.38K	64.24K	3.01K	+5.74%
Dec 31, 2025	MORGAN STANLEY	0.76%	60.22K	69.86K	29.93K	+98.77%
Dec 31, 2025	PHILADELPHIA TRUST CO	0.95%	75.01K	87K	0	0
Dec 31, 2025	DRW SECURITIES, LLC	1.62%	128.36K	148.89K	128.36K	+100.00%
Dec 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	0	-	-140	-100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-1	-100.00%
Dec 31, 2025	DANSKE BANK A/S	0%	1	1	0	0
Dec 31, 2025	ALBION FINANCIAL GROUP /UT	0%	1	2	0	0
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	2	2	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0%	5	6	0	0
Sep 30, 2025	XTX TOPCO LTD	0%	0	-	-43.31K	-100.00%
Sep 30, 2025	BLACKROCK, INC.	0%	0	-	-97	-100.00%
Sep 30, 2025	SAVVY ADVISORS, INC.	0%	0	-	-10K	-100.00%
Sep 30, 2025	CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD	0%	0	-	-1	-100.00%
Sep 30, 2025	DRIVE WEALTH MANAGEMENT, LLC	0%	0	-	-10K	-100.00%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.62%	32.51K	61.76K	32.51K	+100.00%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0%	0	-	-1.04K	-100.00%
Sep 30, 2025	ALBION FINANCIAL GROUP /UT	0%	0	-	-5	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-6.79K	-100.00%
Sep 30, 2025	STATE STREET CORP	0%	0	-	-16.02K	-100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0%	0	-	-20.04K	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-395	-100.00%
Sep 30, 2025	TWO SIGMA SECURITIES, LLC	0%	0	-	-22.87K	-100.00%
Sep 30, 2025	SANDERS MORRIS HARRIS LLC	0%	0	-	-40K	-100.00%
Sep 30, 2025	MORGAN STANLEY	0%	0	-	-5.53K	-100.00%
Sep 30, 2025	CITIGROUP INC	0%	0	-	-5.51K	-100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-15	-100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-709	-100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-30	-100.00%
Sep 30, 2025	DANSKE BANK A/S	0%	1	2	1	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	3	6	3	+100.00%
Sep 30, 2025	FINANCIAL PERSPECTIVES, INC	0%	6	11	-53	-89.83%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	10	19	10	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0%	10	19	10	+100.00%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	0	-	-10	-100.00%
Sep 30, 2025	VANGUARD GROUP INC	0%	0	-	-552.37K	-100.00%
Sep 30, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	10	19	10	+100.00%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0%	0	-	-415	-100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	0	-	-10.5K	-100.00%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.64%	33.29K	63.26K	33.29K	+100.00%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.4%	72.92K	138.54K	72.92K	+100.00%
Sep 30, 2025	PHILADELPHIA TRUST CO	1.44%	75.01K	143K	75.01K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	2%	104.53K	198.61K	104.53K	+100.00%
Sep 30, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	2.75%	143.5K	272.65K	143.5K	+100.00%
Sep 30, 2025	PRELUDE CAPITAL MANAGEMENT, LLC	2.78%	144.76K	275.05K	144.76K	+100.00%
Sep 30, 2025	DIAMETRIC CAPITAL, LP	7.1%	370K	703K	370K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	58	88	58	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0%	0	-	-139.4K	-100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-61.74K	-100.00%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-4.62K	-100.00%
Sep 30, 2025	UBS GROUP AG	0.06%	2.92K	5.55K	2.92K	+100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.04%	2K	3.8K	2K	+100.00%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	1K	1.9K	1K	+100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.01%	340	646	-2.55K	-88.24%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	140	266	140	+100.00%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	0	-	-963	-100.00%
Sep 30, 2025	TRAYNOR CAPITAL MANAGEMENT, INC.	0%	0	-	-18K	-100.00%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	1.04K	971	-6	-0.57%
Jun 30, 2025	GROUP ONE TRADING, L.P.	0%	415	384	-3	-0.72%
Jun 30, 2025	GARDE CAPITAL, INC.	0%	52	49	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0%	30	28	0	0
Jun 30, 2025	VANGUARD GROUP INC	2.98%	552.37K	510.94K	15.73K	+2.93%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	395	365	-1K	-71.68%
Jun 30, 2025	XTX TOPCO LTD	0.23%	43.31K	40.06K	43.31K	+100.00%
Jun 30, 2025	SANDERS MORRIS HARRIS LLC	0.22%	40K	37K	0	0
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0.12%	22.87K	21.16K	22.87K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.03%	5.53K	5.11M	663	+13.64%
Jun 30, 2025	BLACKROCK, INC.	0%	97	90	0	0
Jun 30, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	100	93	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	100	93	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.06%	10.5K	10K	-780	-6.91%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	15	15	-594	-97.54%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-30	-100.00%
Jun 30, 2025	TRAYNOR CAPITAL MANAGEMENT, INC.	0.1%	18K	16.76K	2K	+12.50%
Jun 30, 2025	STATE STREET CORP	0.09%	16.02K	14.82K	0	0
Jun 30, 2025	DRIVE WEALTH MANAGEMENT, LLC	0.05%	10K	9.25K	-5K	-33.33%
Jun 30, 2025	SAVVY ADVISORS, INC.	0.05%	10K	9.25K	10K	+100.00%
Jun 30, 2025	CITIGROUP INC	0.03%	5.51K	5.1K	5.51K	+100.00%
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	0%	16	15	16	+100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	10	9	0	0
Jun 30, 2025	ALBION FINANCIAL GROUP /UT	0%	5	5	0	0
Jun 30, 2025		0%	0	-	-2.76K	-100.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0%	0	-	-21.61K	-100.00%
Jun 30, 2025	HRT FINANCIAL LP	0%	0	-	-10.9K	-100.00%
Jun 30, 2025	CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD	0%	1	1	-1.11K	-99.91%
Jun 30, 2025	CERITY PARTNERS LLC	0%	0	-	-29.33K	-100.00%
Jun 30, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0%	0	-	-100	-100.00%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	0	-	-2.76K	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.33%	61.74K	57.11K	61.74K	+100.00%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	4.62K	4.27K	-797	-14.73%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	6.79K	6.28K	6.79K	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.01%	2K	1.85K	2K	+100.00%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	1.4K	1.3K	0	0
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	963	891	-819	-45.96%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	709	655	519	+273.16%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	598	548	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	100	93	-54K	-99.82%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.75%	139.4K	128.95K	1.38K	+1.00%
Jun 30, 2025	UBS GROUP AG	0.66%	122.19K	113.03K	72.38K	+145.31%
Jun 30, 2025	NORTHERN TRUST CORP	0.11%	20.04K	18.54K	4.74K	+30.97%
Jun 30, 2025	FINANCIAL PERSPECTIVES, INC	0%	59	55	0	0
Jun 30, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-13K	-100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	598	584	0	0
Mar 31, 2025	GROUP ONE TRADING, L.P.	0%	418	410	-296	-41.46%
Mar 31, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	0%	0	-	-31.65K	-100.00%
Mar 31, 2025	HRT FINANCIAL LP	0.06%	10.9K	10K	10.9K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.06%	11.28K	11K	2.78K	+32.71%
Mar 31, 2025	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0%	0	-	-1K	-100.00%
Mar 31, 2025	ZULLO INVESTMENT GROUP, INC.	0%	0	-	-23K	-100.00%
Mar 31, 2025	SQUAREPOINT OPS LLC	0%	0	-	-14.21K	-100.00%
Mar 31, 2025	IFP ADVISORS, INC	0%	0	-	-2K	-100.00%
Mar 31, 2025	BELVEDERE TRADING LLC	0%	0	-	-9.62K	-100.00%
Mar 31, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0%	0	-	-580	-100.00%
Mar 31, 2025	GARDE CAPITAL, INC.	0%	52	51	52	+100.00%
Mar 31, 2025	NEW WAVE WEALTH ADVISORS LLC	0%	0	-	-800	-100.00%
Mar 31, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	100	98	0	0
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0%	0	-	-122.62K	-100.00%
Mar 31, 2025	CITIGROUP INC	0%	0	-	-2	-100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	190	186	9	+4.97%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.01%	1.05K	1.03K	800	+320.00%
Mar 31, 2025	BLACKROCK, INC.	0%	97	95	0	0
Mar 31, 2025	DRIVE WEALTH MANAGEMENT, LLC	0.08%	15K	14.7K	-45K	-75.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	100	98	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	1.4K	1.37K	-150	-9.71%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	1.78K	1.26K	0	0
Mar 31, 2025	ALBION FINANCIAL GROUP /UT	0%	5	5	0	0
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	10	10	0	0
Mar 31, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0%	16	16	16	+100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	30	29	0	0
Mar 31, 2025	TRAYNOR CAPITAL MANAGEMENT, INC.	0.09%	16K	15.68K	16K	+100.00%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.07%	13K	12.74K	-37K	-74.00%
Mar 31, 2025	NORTHERN TRUST CORP	0.08%	15.3K	14.99K	-1.58K	-9.35%
Mar 31, 2025	STATE STREET CORP	0.09%	16.02K	15.7K	0	0
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.12%	21.61K	21.18K	-7.1K	-24.73%
Mar 31, 2025	CERITY PARTNERS LLC	0.16%	29.33K	28.74K	12.1K	+70.23%
Mar 31, 2025	SANDERS MORRIS HARRIS LLC	0.22%	40K	39.2K	0	0
Mar 31, 2025	UBS GROUP AG	0.27%	49.81K	48.82K	1.48K	+3.07%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.75%	138.02K	135.26K	14.62K	+11.84%
Mar 31, 2025	VANGUARD GROUP INC	2.9%	536.64K	525.91K	446.36K	+494.40%
Mar 31, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0%	100	98	100	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.03%	4.86K	4.77K	-20.26K	-80.65%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	5.41K	5.3K	3.46K	+176.69%
Mar 31, 2025		0.01%	1.11K	1.09K	1.11K	+100.00%
Mar 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	1.4K	1.37K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.29%	54.1K	53.02K	40K	+283.69%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	30	29	0	0
Mar 31, 2025	FINANCIAL PERSPECTIVES, INC	0%	59	58	0	0
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	609	615	-990	-61.91%
Mar 31, 2024	GROUP ONE TRADING, L.P.	0.03%	10.12K	5.35K	10.12K	+100.00%
Mar 31, 2024	BARCLAYS PLC	0.03%	11.16K	6K	-6.46K	-36.68%
Mar 31, 2024	ALBION FINANCIAL GROUP /UT	0%	50	27	0	0
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0%	274	145	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	421	223	421	+100.00%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0%	424	224	0	0
Mar 31, 2024	FINANCIAL PERSPECTIVES, INC	0%	585	309	0	0
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.04%	17.81K	9.99K	0	0
Mar 31, 2024	CRESCENT GROVE ADVISORS, LLC	0.06%	27.5K	14.54K	8K	+41.03%
Mar 31, 2024	MORGAN STANLEY	0.06%	24.6K	13.01K	-58.42K	-70.37%
Mar 31, 2024	SHEPHERD KAPLAN KROCHUK, LLC	0.07%	29.45K	15.57K	0	0
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.08%	29.94K	15.82K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.09%	35.08K	18.52K	-1.37K	-3.76%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.11%	42.26K	22.34K	20.35K	+92.86%
Mar 31, 2024	CITADEL ADVISORS LLC	0.12%	44.4K	23.47K	40.4K	+1,010.00%
Mar 31, 2024	STATE STREET CORP	0.46%	175.17K	92.59K	-575	-0.33%
Mar 31, 2024	SABBY MANAGEMENT, LLC	1.54%	689.14K	364.28K	689.14K	+100.00%
Mar 31, 2024	FMR LLC	0.02%	6.18K	3.27K	6.01K	+3,472.25%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.04%	15.96K	8.43K	-340	-2.09%
Mar 31, 2024	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.11%	51.4K	27.17K	37.76K	+276.89%
Mar 31, 2024	CERITY PARTNERS LLC	0.18%	82.74K	43.68K	42K	+103.09%
Mar 31, 2024	NORTHERN TRUST CORP	0.3%	115.46K	61.03K	6.54K	+6.00%
Mar 31, 2024	CVI HOLDINGS, LLC	1.34%	599.9K	317.11K	599.9K	+100.00%
Mar 31, 2024	VANGUARD GROUP INC	1.69%	644.58K	340.72K	292.73K	+83.20%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0%	0	-	-1.5K	-100.00%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0%	0	-	-7.69K	-100.00%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0%	0	-	-10K	-100.00%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0%	0	-	-109	-100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-4.07K	-100.00%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0%	0	-	-80.71K	-100.00%
Mar 31, 2024	AMALGAMATED BANK	0%	0	-	-470	-100.00%
Mar 31, 2024	SANCTUARY WEALTH MANAGEMENT, L.L.C.	0%	3	2	3	+100.00%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	1K	529	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0%	1K	529	0	0
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0%	1.5K	793	-4	-0.27%
Mar 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	1.49K	786	-502	-25.24%
Mar 31, 2024	JPMORGAN CHASE & CO	0.01%	2.44K	1.29K	280	+12.95%
Mar 31, 2024	CITIGROUP INC	0.01%	2.71K	1.43K	696	+34.51%
Mar 31, 2024	SIMPLEX TRADING, LLC	0.01%	2.79K	1K	-12.99K	-82.30%
Mar 31, 2024	RHUMBLINE ADVISERS	0.01%	4.82K	2.54K	128	+2.73%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.02%	5.76K	3.05K	-1.33K	-18.69%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.02%	6.45K	3.41K	447	+7.44%
Mar 31, 2024	ROYAL BANK OF CANADA	0.02%	8.09K	4K	-3.11K	-27.74%
Mar 31, 2024	SUMMIT TRAIL ADVISORS, LLC	0.02%	10.1K	5.34K	0	0
Mar 31, 2024	VIRTU FINANCIAL LLC	0.02%	10.95K	6K	-14.13K	-56.33%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.02%	9.39K	4.96K	781	+9.08%
Mar 31, 2024	LPL FINANCIAL LLC	0.03%	10.11K	5.34K	10.11K	+100.00%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	12.28K	6.5K	5.01K	+68.85%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.03%	13.15K	6.95K	-23.81K	-64.43%
Mar 31, 2024	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.04%	17K	8.99K	11K	+183.33%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.05%	17.24K	9K	0	0
Mar 31, 2024	UBS GROUP AG	0.06%	22.39K	11.84K	8.93K	+66.39%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.65%	247.11K	130.63K	59.52K	+31.73%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.81%	308.3K	163.4K	227K	+279.21%
Mar 31, 2024	BLACKROCK INC.	0.86%	327.93K	173.34K	-22.55K	-6.43%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.91%	347.4K	184K	347.4K	+100.00%
Mar 31, 2024	ALTIUM CAPITAL MANAGEMENT LP	6.72%	3.01M	1.59M	3.01M	+100.00%
Dec 31, 2023		0%	585	737	0	0
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0%	424	534	0	0
Dec 31, 2023	VIRTU FINANCIAL LLC	0.07%	25.08K	32K	25.08K	+100.00%
Dec 31, 2023	CRESCENT GROVE ADVISORS, LLC	0.05%	19.5K	24.57K	8.5K	+77.27%
Dec 31, 2023	SHEPHERD KAPLAN KROCHUK, LLC	0.08%	29.45K	37.11K	0	0
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.08%	29.94K	37.72K	18.33K	+157.90%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.1%	36.45K	45.93K	27.84K	+323.39%
Dec 31, 2023	CERITY PARTNERS LLC	0.11%	40.74K	51.21K	5.1K	+14.31%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.21%	80.71K	101.69K	8.11K	+11.17%
Dec 31, 2023	ENGINEERS GATE MANAGER LP	0.05%	19.04K	23.99K	19.04K	+100.00%
Dec 31, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.05%	17.81K	22.45K	0	0
Dec 31, 2023	BARCLAYS PLC	0.05%	17.62K	22K	16.54K	+1,528.56%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.05%	17.24K	22K	0	0
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.04%	16.3K	20.53K	340	+2.13%
Dec 31, 2023	SIMPLEX TRADING, LLC	0.04%	15.78K	19K	-4.66K	-22.80%
Dec 31, 2023	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.04%	13.64K	17.18K	13.64K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.04%	13.46K	16.96K	10.06K	+295.76%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.06%	21.91K	27.61K	21.91K	+100.00%
Dec 31, 2023	WEXFORD CAPITAL LP	0.03%	12.66K	15.95K	12.66K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.03%	11.2K	14K	10.59K	+1,721.14%
Dec 31, 2023	SUMMIT TRAIL ADVISORS, LLC	0.03%	10.1K	12.73K	0	0
Dec 31, 2023	GOOD LIFE ADVISORS, LLC	0.03%	10K	12.6K	10K	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.02%	8.61K	10.84K	2.41K	+38.79%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	7.69K	9.69K	7.69K	+100.00%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	7.28K	9.17K	-14.81K	-67.06%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.02%	7.09K	8.93K	-1.74K	-19.66%
Dec 31, 2023	AMERICAN INTERNATIONAL GROUP, INC.	0.02%	6.01K	7.57K	4.35K	+262.52%
Dec 31, 2023	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.02%	6K	7.56K	5K	+500.00%
Dec 31, 2023	RHUMBLINE ADVISERS	0.01%	4.69K	5.91K	-303	-6.07%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.01%	4.07K	5.12K	4.07K	+100.00%
Dec 31, 2023	CITADEL ADVISORS LLC	0.01%	4K	5.04K	-2.5K	-38.46%
Dec 31, 2023	MORGAN STANLEY	0.22%	83.03K	104.61K	27.7K	+50.06%
Dec 31, 2023	NORTHERN TRUST CORP	0.29%	108.92K	137.24K	67.93K	+165.73%
Dec 31, 2023	STATE STREET CORP	0.46%	175.74K	221.44K	86.38K	+96.65%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.49%	187.59K	236.39K	49.18K	+35.53%
Dec 31, 2023	JPMORGAN CHASE & CO	0.01%	2.16K	2.73K	10	+0.46%
Dec 31, 2023	CITIGROUP INC	0.01%	2.02K	2.54K	1.99K	+7,657.69%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	1K	1.26K	0	0
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	1.99K	2.51K	1.26K	+171.35%
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	0%	1.5K	1.89K	0	0
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0%	1.5K	1.88K	500	+50.00%
Dec 31, 2023	BLACKROCK INC.	0.92%	350.48K	441.6K	278.76K	+388.68%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0%	1K	1.26K	50	+5.26%
Dec 31, 2023	VANGUARD GROUP INC	0.92%	351.85K	443.33K	152.03K	+76.09%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.1%	36.96K	46.57K	-22.34K	-37.67%
Dec 31, 2023	AMALGAMATED BANK	0%	470	1K	-33	-6.56%
Dec 31, 2023	PROVENCE WEALTH MANAGEMENT GROUP	0%	550	693	0	0

Insiders

Insiders	Designation	Shares Held
PEIZER TERREN S		1.6M
GORLIN STEVE	director	46.36K
BERMAN RICHARD J	director	16.79K
DO CUONG V	President & CEO	5.05K
KIM JOANNE WENDY	CFO	2K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 07, 2025	DO CUONG V	PURCHASE	2.50	5K	12.5K	5.05K
Mar 04, 2024	DO CUONG V	PURCHASE	1.50	5K	7.5K	5K
Dec 01, 2023	GORLIN STEVE	SALE	1.69	75.68K	127.9K	46.36K
Nov 30, 2023	DO CUONG V	PURCHASE	1.78	10K	17.8K	68.76K
Sep 05, 2023	GORLIN STEVE	SALE	3.05	8.56K	26.11K	75.68K
Aug 22, 2023	BERMAN RICHARD J	SALE	3.50	10.81K	37.83K	16.79K
Jun 07, 2023	BERMAN RICHARD J	SALE	5.81	5.98K	34.78K	23.21K
May 22, 2023	BERMAN RICHARD J	SALE	6.50	5K	32.51K	29.19K
Mar 28, 2023	BERMAN RICHARD J	SALE	8.52	2.61K	22.26K	34.19K
Mar 27, 2023	BERMAN RICHARD J	SALE	8.52	3.37K	28.71K	41.81K
Dec 07, 2021	KIM JOANNE WENDY	PURCHASE	5.40	2K	10.8K	2K
Nov 03, 2020	GORLIN STEVE	PURCHASE	7.95	2.43K	19.32K	45.1K
Oct 30, 2020	GORLIN STEVE	PURCHASE	7.97	2.57K	20.48K	42.67K
Oct 21, 2020	GORLIN STEVE	PURCHASE	9.19	5K	45.95K	40.1K
Oct 15, 2020	GORLIN STEVE	PURCHASE	10.27	100	1.03K	20.1K
Oct 09, 2020	GORLIN STEVE	PURCHASE	9.61	282	2.71K	20K
Oct 07, 2020	GORLIN STEVE	PURCHASE	9.42	4.72K	44.44K	19.72K
Sep 22, 2020	GORLIN STEVE	PURCHASE	10.00	15K	150K	15K
Jul 03, 2018	PEIZER TERREN S	PURCHASE	0.00	1.6M	-	1.6M

BIVI Stock Ownership Breakdown

BioVie

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions