How many institutions own BR 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 BR shares is 1515, representing 93.51% of the company's common stock.

Who are the major shareholders selling Broadridge Financial Solutions, Inc. stock?

ALLIANCEBERNSTEIN L.P., in the last quarter, reduced its stake in BR by -1.19% restricting it's holding to 3.65 million shares of worth nearly $813.88M. MORGAN STANLEY also lessened -9.6% of the BR shares from its portfolio, reducing its holding to 4.07 million shares of worth $908.79M. PARNASSUS INVESTMENTS, LLC also shunned BR shares holding by -4.14% last quarter which brought its holding to 364.62 thousand shares worth $81.37M.

Investors who are buying BR stock?

As per its latest 13F filing, MILLENNIUM MANAGEMENT LLC increased its stake in BR by 2,770.6% in the last quarter. The institutional holder raised its holding to 296.1 thousand shares having worth more than $66.08B. BANK OF AMERICA CORP /DE/ also added 5.13% more shares of BR to its portfolio, raising its holding to 705.59 thousand shares of worth $157.47M. VAN ECK ASSOCIATES CORP also increased its BR shares holding by 110.59% which brought its holding to 1.48 million shares worth $329.24M.

BR's major insiders: who are they?

The insider with the most stakes in BR is Gokey Timothy C , CEO at the company. Additionally, BR stock is highly held by Executive Chairman DALY RICHARD J and director BRUN LESLIE A among others.

Did an insider recently sell BR stock?

Company executives, directors, and other insiders own 0.53% percent of Broadridge Financial Solutions, Inc.'s stock. Within the last six months, there have been 3 transaction(s) in which BR insiders have sold stock, totaling 9.79K shares. Insiders that have sold shares include DUELKS ROBERT N, CAREY THOMAS P, and PERRY CHRISTOPHER JOHN.

Which insider recently purchased BR stock?

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

How much of BR does insiders own?

Around 71.67K Broadridge Financial Solutions, Inc. shares are held by insiders, which represents about 0.53% of BR stock.

Who is the insider with the largest stake?

BR CEO, Gokey Timothy C holds the largest portfolio of the company's shares. BR shares owned by Gokey total nearly 143.29 thousand.

Which institution holds the most shares in BR?

ALLIANCEBERNSTEIN L.P. is the largest institutional owner in BR which holds 3.65 million shares worth $813.88M or 3.12% of the total BR shares outstanding followed by MORGAN STANLEY with ownership of 4.07 million shares representing 3.49% of the BR ownership. MILLENNIUM MANAGEMENT LLC is the third largest stakeholder with 296.1 thousand shares or 0.25% of the ownership worth more than $66.08B.

Is Broadridge Financial Solutions, 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 BR is concerned, it is a stock which is optionable.

Is there a short position on BR's shares?

Number of BR shares short is 1.13M. 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 BR shares are there?

As of today, 117.13M shares of BR are outstanding.

Is there many float in BR 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, BR has 116.52M shares in float.

BR 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 BR is 1.24.

Broadridge Financial Solutions (BR) insider trading activity: Get Latest News Today

Stock Outstanding Shares

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

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.97

Short Percent Of Float1.11

Shares Outstanding117.13M

Shares Float116.52M

Shares Short1.13M

Short Ratio1.24

1.11%

Short % of Float

0.97%

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

0.53% Percentage of Shares held by All Insiders

93.51% Percentage of Shares held by All Institutions

94.01% Percentage of Float held by Institutions

1515

Number of Institutions Holding Shares

Institutional Ownership

About 93.51% of BR shares are held by financial institutions. ALLIANCEBERNSTEIN L.P. is the top corporate investor, holding 3.65M shares valued at $813.88M. A 3.12% stake in Broadridge Financial Solutions, Inc. is owned by the company. MORGAN STANLEY owns 4.07M shares valued at $908.79M, which translates its holding of 3.49% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	3.12%	3.65M	813.88M	-43.82K	-1.19%
Dec 31, 2025	MORGAN STANLEY	3.49%	4.07M	908.79M	-432.35K	-9.60%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.25%	296.1K	66.08B	285.79K	+2,770.60%
Dec 31, 2025	PARNASSUS INVESTMENTS, LLC	0.31%	364.62K	81.37M	-15.75K	-4.14%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.6%	705.59K	157.47M	34.44K	+5.13%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	1.26%	1.48M	329.24M	774.75K	+110.59%
Dec 31, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	1.6%	1.87M	411.4M	-35.03K	-1.84%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.35%	404.49K	90.27M	-80.54K	-16.60%
Dec 31, 2025	CITADEL ADVISORS LLC	0.41%	478.24K	106.73M	429.07K	+872.57%
Dec 31, 2025	VANGUARD GROUP INC	12.89%	15.05M	3.36B	-243.92K	-1.59%
Dec 31, 2025	BLACKROCK, INC.	9.01%	10.52M	2.35B	116.8K	+1.12%
Dec 31, 2025	STATE STREET CORP	5.13%	5.99M	1.34B	375.7K	+6.69%
Dec 31, 2025	JENSEN INVESTMENT MANAGEMENT INC	0.66%	769.45K	171.72M	-330.4K	-30.04%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.68%	799.34K	178.39M	-47.44K	-5.60%
Dec 31, 2025	FAYEZ SAROFIM & CO	0.77%	904.1K	201.77M	20.43K	+2.31%
Dec 31, 2025	NORGES BANK	1.33%	1.55M	346.3M	1.55M	+100.00%
Dec 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.22%	261.47K	58.35M	-14.07K	-5.11%
Dec 31, 2025	BARCLAYS PLC	1.72%	2.01M	448.12M	35.17K	+1.78%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.87%	3.35M	746.06M	12.52K	+0.37%
Dec 31, 2025		0.49%	567.07K	126.55M	567.07K	+100.00%
Dec 31, 2025	MACQUARIE MANAGEMENT HOLDINGS, INC.	0.53%	615.95K	137.46B	615.95K	+100.00%
Dec 31, 2025	AMUNDI	0.54%	632.43K	141.14M	26.9K	+4.44%
Dec 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.56%	656.84K	146.59M	-294.97K	-30.99%
Dec 31, 2025	NORTHERN TRUST CORP	1.43%	1.67M	373.68M	-37.39K	-2.18%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.24%	282.15K	62.97M	-104.87K	-27.10%
Dec 31, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.25%	290.72K	65.26M	62.27K	+27.26%
Dec 31, 2025	BAHL & GAYNOR INC	0.97%	1.13M	253.13M	-51.07K	-4.31%
Dec 31, 2025	JPMORGAN CHASE & CO	1.2%	1.4M	313.33M	485.3K	+52.82%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.52%	1.78M	396.6M	538.31K	+43.42%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.24%	1.45M	322.74M	-61.99K	-4.11%
Dec 31, 2025	INVESCO LTD.	1.32%	1.55M	345.35M	113.81K	+7.94%
Dec 31, 2025	JANUS HENDERSON GROUP PLC	2.26%	2.63M	588.04M	-483.12K	-15.49%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.62%	3.06M	682.9M	-527.55K	-14.71%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.2%	232.46K	51.88M	29.39K	+14.47%
Dec 31, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.21%	247.35K	55.2M	0	0
Dec 31, 2025	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	0.22%	254.99K	52.63M	894	+0.35%
Dec 31, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.22%	257.11K	57.38M	1.36K	+0.53%
Dec 31, 2025	RHUMBLINE ADVISERS	0.22%	257.85K	57.55M	-13.2K	-4.87%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.42%	487.07K	108.7M	-76.21K	-13.53%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.8%	940.02K	209.78M	160.52K	+20.59%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.82%	953.87K	212.89M	-1.57K	-0.16%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.87%	1.02M	227.92M	-72.77K	-6.65%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.32%	376.53K	84.03M	-8.42K	-2.19%
Dec 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.34%	399.54K	89.18M	296.75K	+288.69%
Dec 31, 2025	ROYAL BANK OF CANADA	0.26%	301.32K	67.25M	73.19K	+32.08%
Dec 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.26%	303.91K	67.82M	-56.45K	-15.67%
Dec 31, 2025	EARNEST PARTNERS LLC	0.26%	306.7K	68.45M	-50.23K	-14.07%
Dec 31, 2025	SWISS NATIONAL BANK	0.27%	320K	71.41M	-18.6K	-5.49%
Dec 31, 2025	FENIMORE ASSET MANAGEMENT INC	0.28%	323.62K	72.22M	4.83K	+1.52%
Dec 31, 2025	LPL FINANCIAL LLC	0.29%	334.94K	74.75M	13.94K	+4.34%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.29%	337.24K	75.26M	57.8K	+20.68%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.3%	351.44K	78.43M	4.54K	+1.31%
Dec 31, 2025	NUVEEN, LLC	0.33%	385.67K	86.07M	9.55K	+2.54%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.35%	408.36K	91.13M	1.34K	+0.33%
Dec 31, 2025	RATHBONES GROUP PLC	0.35%	411.39K	91.81M	-20.06K	-4.65%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.36%	417.19K	93.1M	-258.56K	-38.26%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.36%	420.9K	93.93M	-15.88K	-3.64%
Dec 31, 2025	UBS GROUP AG	0.4%	472.39K	105.42M	-42.39K	-8.24%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.41%	473.96K	104.67M	18.17K	+3.99%
Dec 31, 2025	DEUTSCHE BANK AG\	0.42%	487.06K	108.7M	63.69K	+15.04%
Dec 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.48%	556.52K	124.2M	-27.4K	-4.69%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.61%	710.61K	158.59M	2.52K	+0.36%
Dec 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.66%	768.75K	171.56M	-58.28K	-7.05%
Dec 31, 2025	CAPITAL INTERNATIONAL INVESTORS	0.71%	829.61K	185.14M	-58.32K	-6.57%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.73%	855.61K	190.95M	-106.45K	-11.06%
Dec 31, 2025	APG ASSET MANAGEMENT N.V.	0.76%	884.26K	168.03M	-610.13K	-40.83%
Dec 31, 2025	VERITAS INVESTMENT PARTNERS (UK) LTD.	0.93%	1.09M	242.22M	-24.06K	-2.17%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.93%	1.09M	242.68M	-79.87K	-6.84%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.48%	563.28K	134.16M	-29.56K	-4.99%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.28%	1.51M	359.19M	-44.71K	-2.88%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.7%	827.03K	196.97M	-35.91K	-4.16%
Sep 30, 2025		0.38%	450.65K	107.33M	450.65K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.33%	384.95K	91.68M	-7.41K	-1.89%
Sep 30, 2025	PARNASSUS INVESTMENTS, LLC	0.32%	380.37K	90.59M	-12.43K	-3.16%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.06%	1.24M	294.74M	100.35K	+8.81%
Sep 30, 2025	FENIMORE ASSET MANAGEMENT INC	0.27%	318.79K	75.93M	2.26K	+0.71%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.24%	286.42K	68.22M	-28.49K	-9.05%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.23%	275.54K	65.63M	3.7K	+1.36%
Sep 30, 2025	RHUMBLINE ADVISERS	0.23%	271.06K	64.56M	7.35K	+2.79%
Sep 30, 2025	HSBC HOLDINGS PLC	0.23%	267.13K	63.57M	-57.96K	-17.83%
Sep 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.22%	255.74K	60.91M	-6.77K	-2.58%
Sep 30, 2025	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	0.22%	254.09K	58.98M	-4.36K	-1.69%
Sep 30, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.21%	247.35K	58.91M	0	0
Sep 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.19%	228.44K	54.21M	8.13K	+3.69%
Sep 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.18%	215.56K	51.34M	-2.94K	-1.35%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.17%	203.07K	48.37M	-76K	-27.23%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.17%	201.85K	48.07M	10.74K	+5.62%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.17%	199.43K	47.5M	13.14K	+7.05%
Sep 30, 2025	B. METZLER SEEL. SOHN & CO. AG	0.16%	187.19K	44.58M	-8.42K	-4.30%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.15%	177.45K	42.27M	1.83K	+1.04%
Sep 30, 2025	NORTHERN TRUST CORP	1.46%	1.71M	407.71M	105.7K	+6.58%
Sep 30, 2025	AMUNDI	0.52%	605.54K	142.4M	-146.95K	-19.53%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.5%	583.91K	139.07M	-13.63K	-2.28%
Sep 30, 2025	RAKUTEN INVESTMENT MANAGEMENT, INC.	0.15%	174.81K	16.96M	174.81K	+100.00%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.93%	1.09M	260.57M	-224.97K	-17.06%
Sep 30, 2025	JENSEN INVESTMENT MANAGEMENT INC	0.94%	1.1M	261.95M	-197.23K	-15.21%
Sep 30, 2025	BARCLAYS PLC	1.68%	1.97M	469.86M	14.63K	+0.75%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.85%	3.34M	793.05M	50.1K	+1.52%
Sep 30, 2025	BLACKROCK, INC.	8.87%	10.41M	2.48B	-100.81K	-0.96%
Sep 30, 2025	LPL FINANCIAL LLC	0.27%	321K	76.45M	11.93K	+3.86%
Sep 30, 2025	SWISS NATIONAL BANK	0.29%	338.6K	80.64M	-15.6K	-4.40%
Sep 30, 2025	MORGAN STANLEY	3.84%	4.5M	1.07B	-556.4K	-10.99%
Sep 30, 2025	STATE STREET CORP	4.79%	5.62M	1.34B	-23.01K	-0.41%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.37%	436.78K	104.03M	-5.52K	-1.25%
Sep 30, 2025	EARNEST PARTNERS LLC	0.3%	356.93K	85.01M	-8.72K	-2.38%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.31%	360.37K	85.83M	-74.33K	-17.10%
Sep 30, 2025	NUVEEN, LLC	0.32%	376.13K	89.58M	-7.62K	-1.99%
Sep 30, 2025	DEUTSCHE BANK AG\	0.36%	423.37K	100.83M	-13.01K	-2.98%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.39%	455.78K	106.26M	25.14K	+5.84%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.41%	485.03K	115.52M	254.49K	+110.39%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.57%	671.16K	159.85M	-179.75K	-21.12%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.76%	887.93K	211.48M	-618.11K	-41.04%
Sep 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.81%	951.81K	226.69M	-1.31M	-57.93%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.81%	955.43K	227.55M	-36.25K	-3.66%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.82%	962.06K	229.13M	-120.24K	-11.11%
Sep 30, 2025	VERITAS INVESTMENT PARTNERS (UK) LTD.	0.94%	1.11M	264.12M	-11.63K	-1.04%
Sep 30, 2025	APG ASSET MANAGEMENT N.V.	1.27%	1.49M	302.91M	-183.31K	-10.93%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	1.62%	1.9M	452.77M	149.76K	+8.55%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	2.66%	3.12M	742.62M	12.38K	+0.40%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	3.06%	3.59M	854.45M	55.26K	+1.56%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	3.14%	3.69M	879.02M	3.22M	+692.31%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.6%	700.54K	166.85M	679.49K	+3,228.44%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.6%	708.09K	168.65M	3.24K	+0.46%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.66%	779.5K	185.65M	-58.83K	-7.02%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.72%	846.78K	201.68M	15.04K	+1.81%
Sep 30, 2025	FAYEZ SAROFIM & CO	0.75%	883.67K	210.46M	-2.61K	-0.29%
Sep 30, 2025	JPMORGAN CHASE & CO	0.78%	918.7K	218.81M	292.8K	+46.78%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.99%	1.17M	278.02M	-57.84K	-4.72%
Sep 30, 2025	BAHL & GAYNOR INC	1.01%	1.19M	282.3M	-5.47K	-0.46%
Sep 30, 2025	INVESCO LTD.	1.22%	1.43M	341.46M	-33.09K	-2.26%
Sep 30, 2025	VANGUARD GROUP INC	13.03%	15.3M	3.64B	264.62K	+1.76%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.58%	675.75K	160.94M	-37.13K	-5.21%
Sep 30, 2025	MACQUARIE GROUP LTD	0.58%	681.99K	162.43M	-28.01K	-3.94%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.3%	346.9K	82.62M	-110.39K	-24.14%
Sep 30, 2025	RATHBONES GROUP PLC	0.37%	431.45K	102.76M	-134	-0.03%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.33%	387.02K	92.18M	-10.58K	-2.66%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.35%	407.02K	96.94M	1.63K	+0.40%
Sep 30, 2025	UBS GROUP AG	0.44%	514.78K	122.6M	98.19K	+23.57%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.12%	1.32M	320.57M	242.28K	+22.50%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.71%	831.74K	202.14M	-38.31K	-4.40%
Jun 30, 2025	AMUNDI	0.64%	752.49K	179.11M	89.23K	+13.45%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.51%	592.84K	144.08M	-55.19K	-8.52%
Jun 30, 2025	NORGES BANK	0.43%	509.45K	123.81M	509.45K	+100.00%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.39%	457.29K	111.14M	-17.45K	-3.68%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.34%	397.6K	96.63M	-7.23K	-1.79%
Jun 30, 2025	PARNASSUS INVESTMENTS, LLC	0.33%	392.8K	95.46M	-45.68K	-10.42%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.33%	392.36K	95.36M	876	+0.22%
Jun 30, 2025		0.33%	383.74K	93.26M	6.59K	+1.75%
Jun 30, 2025	SWISS NATIONAL BANK	0.3%	354.2K	86.08M	24.5K	+7.43%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.28%	332.14K	80.72M	202.68K	+156.55%
Jun 30, 2025	HSBC HOLDINGS PLC	0.28%	325.09K	78.92M	-14.23K	-4.19%
Jun 30, 2025	NUVEEN, LLC	0.33%	383.74K	93.26M	6.59K	+1.75%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	2.65%	3.11M	754.77M	20.5K	+0.66%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	1.49%	1.75M	425.61M	61.66K	+3.65%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.74%	862.93K	209.72M	5.81K	+0.68%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.72%	850.9K	206.8M	165.97K	+24.23%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.61%	712.87K	173.25M	-31.77K	-4.27%
Jun 30, 2025	MACQUARIE GROUP LTD	0.6%	710K	172.55M	-33.89K	-4.56%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.6%	704.85K	171.3M	10.22K	+1.47%
Jun 30, 2025	JPMORGAN CHASE & CO	0.53%	625.9K	152.11M	8.18K	+1.32%
Jun 30, 2025	RATHBONES GROUP PLC	0.37%	431.58K	104.89M	-5.86K	-1.34%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.37%	430.65K	104.97M	21.95K	+5.37%
Jun 30, 2025	UBS GROUP AG	0.35%	416.59K	101.24M	-161.23K	-27.90%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.35%	405.4K	98.52M	-2.52K	-0.62%
Jun 30, 2025	EARNEST PARTNERS LLC	0.31%	365.65K	88.86M	1.74K	+0.48%
Jun 30, 2025	VANGUARD GROUP INC	12.8%	15.03M	3.65B	298.27K	+2.02%
Jun 30, 2025	BLACKROCK, INC.	8.95%	10.51M	2.55B	-45.75K	-0.43%
Jun 30, 2025	STATE STREET CORP	4.81%	5.64M	1.38B	35.06K	+0.63%
Jun 30, 2025	MORGAN STANLEY	4.31%	5.06M	1.23T	-27.91K	-0.55%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	3.01%	3.53M	858.46M	-28.19K	-0.79%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.8%	3.29M	797.03M	136.39K	+4.32%
Jun 30, 2025	NORTHERN TRUST CORP	1.37%	1.61M	390.34M	32.8K	+2.08%
Jun 30, 2025	JENSEN INVESTMENT MANAGEMENT INC	1.1%	1.3M	315.23M	-89.53K	-6.46%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.04%	1.23M	297.75M	33.53K	+2.81%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.92%	1.08M	263.03M	-7.01K	-0.64%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.84%	991.69K	240.99M	1.52K	+0.15%
Jun 30, 2025	FAYEZ SAROFIM & CO	0.75%	886.28K	215.39M	-5.31K	-0.60%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.71%	838.33K	203.74B	111.74K	+15.38%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.51%	597.55K	145.22M	-12.2K	-2.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.4%	465.81K	113.21B	-38.56K	-7.64%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.38%	442.31K	107.49M	-2.13K	-0.48%
Jun 30, 2025	DEUTSCHE BANK AG\	0.37%	436.38K	106.05M	-49.13K	-10.12%
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.37%	434.69K	105.64M	-79.69K	-15.49%
Jun 30, 2025	BAHL & GAYNOR INC	1.01%	1.19M	289.39M	22.43K	+1.92%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.97%	1.14M	276.6M	103.6K	+10.00%
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.93%	2.26M	549.78M	20.22K	+0.90%
Jun 30, 2025	BARCLAYS PLC	1.67%	1.96M	475.89M	27.21K	+1.41%
Jun 30, 2025	APG ASSET MANAGEMENT N.V.	1.43%	1.68M	347.35M	51.31K	+3.15%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.32%	1.55M	377.39M	-22.24K	-1.41%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	1.28%	1.51M	366.01M	-23.92K	-1.56%
Jun 30, 2025	INVESCO LTD.	1.25%	1.47M	356.47M	36.36K	+2.54%
Jun 30, 2025	VERITAS INVESTMENT PARTNERS (UK) LTD.	0.95%	1.12M	272.34M	-2.88K	-0.26%
Mar 31, 2025	JPMORGAN CHASE & CO	0.53%	617.72K	149.77M	119.96K	+24.10%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.59%	694.63K	168.42M	9.84K	+1.44%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	3.04%	3.56M	863.28M	183	+0.01%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.58%	684.94K	166.07M	88.41K	+14.82%
Mar 31, 2025	AMUNDI	0.57%	663.26K	159.12M	-65.07K	-8.93%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.55%	648.04K	157.12M	-66.51K	-9.31%
Mar 31, 2025	VANGUARD GROUP INC	12.57%	14.73M	3.57B	438.38K	+3.07%
Mar 31, 2025	MORGAN STANLEY	4.34%	5.09M	1.23B	-66.46K	-1.29%
Mar 31, 2025	BARCLAYS PLC	1.65%	1.93M	468.18M	282.43K	+17.13%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.69%	3.16M	762.91M	118.84K	+3.91%
Mar 31, 2025	INVESCO LTD.	1.22%	1.43M	346.82M	-30.59K	-2.09%
Mar 31, 2025	VERITAS INVESTMENT PARTNERS (UK) LTD.	0.96%	1.12M	272.43M	54.67K	+5.11%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.93%	1.09M	264.11M	139.99K	+14.75%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.92%	1.08M	261.07M	33.64K	+3.22%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.88%	1.04M	251.51M	883.13K	+577.91%
Mar 31, 2025	FAYEZ SAROFIM & CO	0.76%	891.59K	216.18M	-3.52K	-0.39%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.74%	870.05K	210.95M	-26.67K	-2.97%
Mar 31, 2025	UBS GROUP AG	0.49%	577.82K	140.1M	161.84K	+38.90%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.33%	392.21K	95.09M	158.52K	+67.84%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.33%	391.48K	94.92M	-70.57K	-15.27%
Mar 31, 2025		0.32%	377.16K	91.45M	377.16K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	9.01%	10.55M	2.56B	21.91K	+0.21%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.84%	990.17K	240.04M	18.39K	+1.89%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	2.63%	3.09M	732.76M	-95.67K	-3.01%
Mar 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.91%	2.24M	543.59M	-253.42K	-10.16%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.34%	1.58M	381.9M	-40.09K	-2.48%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.35%	407.91K	98.9M	383.98K	+1,604.32%
Mar 31, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	1.44%	1.69M	409.66M	39.85K	+2.42%
Mar 31, 2025	APG ASSET MANAGEMENT N.V.	1.39%	1.63M	365.06M	-45.02K	-2.69%
Mar 31, 2025	NORTHERN TRUST CORP	1.34%	1.57M	381.47M	-31.46K	-1.96%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.52%	609.74K	147.84M	-22.48K	-3.56%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.44%	514.38K	124.72M	-17.27K	-3.25%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.38%	444.43K	96.54M	8.32K	+1.91%
Mar 31, 2025	PARNASSUS INVESTMENTS, LLC	0.37%	438.48K	106.31M	-21.11K	-4.59%
Mar 31, 2025	RATHBONES GROUP PLC	0.37%	437.44K	106.06M	-2.05K	-0.47%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.35%	408.7K	99.43M	-28.48K	-6.51%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.35%	404.83K	98.16M	247.16K	+156.75%
Mar 31, 2025	EARNEST PARTNERS LLC	0.31%	363.91K	88.23M	-9.77K	-2.62%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.73%	857.13K	207.82M	-12.67K	-1.46%
Mar 31, 2025	JENSEN INVESTMENT MANAGEMENT INC	1.18%	1.39M	336.2M	-235.57K	-14.52%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.02%	1.19M	288.92M	-6.48K	-0.54%
Mar 31, 2025	BAHL & GAYNOR INC	1%	1.17M	283.28M	38.53K	+3.41%
Mar 31, 2025	STATE STREET CORP	4.78%	5.61M	1.36B	73.63K	+1.33%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	1.31%	1.53M	370.95M	-400.45K	-20.74%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.64%	744.64K	180.55M	-144K	-16.20%
Mar 31, 2025	MACQUARIE GROUP LTD	0.63%	743.88K	180.36M	-215.11K	-22.43%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.62%	726.59K	176.17M	-112.14K	-13.37%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.43%	504.37K	122.29M	28.24K	+5.93%
Mar 31, 2025	DEUTSCHE BANK AG\	0.41%	485.51K	117.72M	19.22K	+4.12%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.41%	474.74K	115.11M	-50K	-9.53%
Mar 31, 2024	VANGUARD GROUP INC	11.89%	13.99M	2.87B	39.54K	+0.28%
Mar 31, 2024	SCHWARTZ INVESTMENT COUNSEL INC	0.31%	369.35K	75.67M	-5.1K	-1.36%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.32%	375.02K	76.83M	-72.38K	-16.18%
Mar 31, 2024	MACKENZIE FINANCIAL CORP	0.32%	381.77K	78.21M	740	+0.19%
Mar 31, 2024	ENSEMBLE CAPITAL MANAGEMENT, LLC	0.33%	385.22K	78.92M	40.79K	+11.84%
Mar 31, 2024	BOSTON FINANCIAL MANGEMENT LLC	0.33%	391.31K	80.16M	5.69K	+1.48%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.34%	398.75K	81.69M	11.99K	+3.10%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.34%	398.79K	81.7M	-344	-0.09%
Mar 31, 2024	PARNASSUS INVESTMENTS, LLC	0.46%	542.28K	111.09M	-253.37K	-31.84%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.55%	642.4K	131.6M	170.37K	+36.09%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.55%	645.98K	132.34M	11.73K	+1.85%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.6%	710.21K	145.49M	-22.98K	-3.13%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.63%	743.03K	152.22M	9.56K	+1.30%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.66%	772.1K	158.17M	124.93K	+19.30%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.67%	793.63K	162.58M	138.34K	+21.11%
Mar 31, 2024	FAYEZ SAROFIM & CO	0.72%	850.32K	174.2M	-5.19K	-0.61%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.08%	1.27M	261.11M	32.42K	+2.61%
Mar 31, 2024	NORTHERN TRUST CORP	1.1%	1.29M	264.28M	49.78K	+4.01%
Mar 31, 2024	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	1.27%	1.5M	306.61M	43.96K	+3.03%
Mar 31, 2024	BARCLAYS PLC	1.31%	1.55M	316.76M	-47.78K	-3.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	1.34%	1.58M	324.19M	50.39K	+3.29%
Mar 31, 2024	JENSEN INVESTMENT MANAGEMENT INC	1.51%	1.78M	364.01M	-5.98K	-0.34%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.25%	2.65M	542.9M	322	+0.01%
Mar 31, 2024	MORGAN STANLEY	5.11%	6.02M	1.23B	-169.46K	-2.74%
Mar 31, 2024	NINETY ONE UK LTD	0.46%	540.98K	110.82M	-37.92K	-6.55%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.6%	703.08K	144.03M	703.08K	+100.00%
Mar 31, 2024	STATE STREET CORP	4.15%	4.88M	1B	69.42K	+1.44%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.43%	2.86M	585.4M	254.18K	+9.74%
Mar 31, 2024	GW&K INVESTMENT MANAGEMENT, LLC	0.2%	236.56K	48.46M	-3.01K	-1.26%
Mar 31, 2024	TD ASSET MANAGEMENT INC	0.21%	243.02K	49.78B	4.69K	+1.97%
Mar 31, 2024	RHUMBLINE ADVISERS	0.21%	249.28K	51.07M	1.92K	+0.78%
Mar 31, 2024	LPL FINANCIAL LLC	0.22%	254.84K	52.21M	17.1K	+7.19%
Mar 31, 2024	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	0.23%	275.1K	53.43M	275.1K	+100.00%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.24%	279.6K	57.28M	279.6K	+100.00%
Mar 31, 2024	KING LUTHER CAPITAL MANAGEMENT CORP	0.24%	280.34K	57.43M	-4.52K	-1.59%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	281.15K	57.6M	-3.42K	-1.20%
Mar 31, 2024	UBS GROUP AG	0.25%	290.58K	59.53M	104.14K	+55.86%
Mar 31, 2024	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.25%	296.97K	60.84M	-6.61K	-2.18%
Mar 31, 2024	FENIMORE ASSET MANAGEMENT INC	0.25%	297.98K	61.04M	-87	-0.03%
Mar 31, 2024	SWISS NATIONAL BANK	0.3%	352.3K	72.17M	-17K	-4.60%
Mar 31, 2024	MAN GROUP PLC	0.34%	405.1K	82.99M	-27.18K	-6.29%
Mar 31, 2024	RATHBONES GROUP PLC	0.37%	439.68K	90.07M	459	+0.10%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.39%	463.2K	94.14M	-10.62K	-2.24%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.4%	472.28K	96.75M	-7.48K	-1.56%
Mar 31, 2024	AMUNDI	0.42%	499.16K	96.33M	67.86K	+15.73%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.44%	522.92K	107.12M	39.55K	+8.18%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.55%	651.86K	133.54M	-3.97K	-0.61%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.56%	663.34K	135.89M	-1.6K	-0.24%
Mar 31, 2024	JPMORGAN CHASE & CO	0.57%	669.48K	137.15M	301.94K	+82.15%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.74%	869.11K	178.05M	-11.29K	-1.28%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.77%	911.23K	186.68M	-26.68K	-2.84%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.81%	958.47K	196.35M	-6.33K	-0.66%
Mar 31, 2024	MACQUARIE GROUP LTD	0.84%	992.76K	203.38M	-14.6K	-1.45%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.85%	998.89K	204.63M	26.9K	+2.77%
Mar 31, 2024	VERITAS INVESTMENT PARTNERS (UK) LTD.	0.88%	1.04M	212.65M	18.03K	+1.77%
Mar 31, 2024	BAHL & GAYNOR INC	0.94%	1.1M	225.8M	20.02K	+1.85%
Mar 31, 2024	INVESCO LTD.	1.02%	1.2M	245.38M	321.48K	+36.68%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	2.6%	3.06M	627.28M	7.97K	+0.26%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	2.78%	3.28M	670.99M	-59.67K	-1.79%
Mar 31, 2024	APG ASSET MANAGEMENT N.V.	3.41%	4.01M	761.24M	128.67K	+3.31%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	3.54%	4.17M	853.9M	28.18K	+0.68%
Mar 31, 2024	BLACKROCK INC.	8.26%	9.72M	1.99B	-31.2K	-0.32%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.25%	2.65M	545.19M	-151.75K	-5.42%
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	2.59%	3.05M	628.37M	-845.5K	-21.68%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	2.83%	3.34M	686.19M	13.52K	+0.41%
Dec 31, 2023	APG ASSET MANAGEMENT N.V.	3.3%	3.88M	723.52M	343.91K	+9.71%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	3.52%	4.14M	851.81M	314K	+8.21%
Dec 31, 2023	STATE STREET CORP	4.09%	4.81M	994.31M	209.43K	+4.55%
Dec 31, 2023	MORGAN STANLEY	5.26%	6.19M	1.27B	235.72K	+3.96%
Dec 31, 2023	BLACKROCK INC.	8.29%	9.75M	2.01B	155.04K	+1.62%
Dec 31, 2023	VANGUARD GROUP INC	11.85%	13.95M	2.87B	110.89K	+0.80%
Dec 31, 2023	JPMORGAN CHASE & CO	0.31%	367.54K	75.62M	-25.36K	-6.45%
Dec 31, 2023	SWISS NATIONAL BANK	0.31%	369.3K	75.98M	-10.2K	-2.69%
Dec 31, 2023	SCHWARTZ INVESTMENT COUNSEL INC	0.32%	374.45K	77.04M	0	0
Dec 31, 2023	MACKENZIE FINANCIAL CORP	0.32%	381.03K	78.4M	-2.18K	-0.57%
Dec 31, 2023	BOSTON FINANCIAL MANGEMENT LLC	0.33%	385.62K	79.34M	-5.69K	-1.45%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.33%	386.76K	79.58M	-4.9K	-1.25%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.34%	399.14K	82.12M	-1.86K	-0.46%
Dec 31, 2023	BAILLIE GIFFORD & CO	2.38%	2.8M	576.81M	-166.81K	-5.62%
Dec 31, 2023	AMUNDI	0.37%	431.3K	86.26M	131.1K	+43.67%
Dec 31, 2023	MAN GROUP PLC	0.37%	432.28K	88.94M	312.61K	+261.22%
Dec 31, 2023	RATHBONES GROUP PLC	0.37%	439.22K	90.37M	-682	-0.16%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.38%	447.4K	92.05M	7.37K	+1.68%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.4%	472.03K	97.12M	86.85K	+22.55%
Dec 31, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.4%	473.82K	97.49M	-1.05K	-0.22%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.41%	479.76K	98.71M	-11.06K	-2.25%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.41%	483.37K	99.45M	362.81K	+300.93%
Dec 31, 2023	NINETY ONE UK LTD	0.49%	578.89K	119.11M	-21.71K	-3.61%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.54%	634.26K	130.5M	7.35K	+1.17%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.55%	647.17K	133.16M	32.91K	+5.36%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.56%	655.28K	134.82M	-20.21K	-2.99%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.56%	655.83K	134.94M	-110.43K	-14.41%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.56%	664.94K	136.81M	-22.89K	-3.33%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.62%	733.19K	150.85M	3.84K	+0.53%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.62%	733.47K	150.91M	34.28K	+4.90%
Dec 31, 2023	PARNASSUS INVESTMENTS, LLC	0.68%	795.65K	163.71M	-256.64K	-24.39%
Dec 31, 2023	FAYEZ SAROFIM & CO	0.73%	855.5K	170.23M	-25.75K	-2.92%
Dec 31, 2023	INVESCO LTD.	0.74%	876.33K	180.3M	125.26K	+16.68%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.75%	880.4K	181.14M	33.1K	+3.91%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.8%	937.92K	192.98M	-141.21K	-13.09%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.82%	964.8K	198.51M	-24.16K	-2.44%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.83%	971.99K	199.99M	162.09K	+20.01%
Dec 31, 2023	MACQUARIE GROUP LTD	0.86%	1.01M	207.26M	-20.8K	-2.02%
Dec 31, 2023	VERITAS INVESTMENT PARTNERS (UK) LTD.	0.87%	1.02M	210.03M	147.29K	+16.87%
Dec 31, 2023	BAHL & GAYNOR INC	0.92%	1.08M	222.66M	14.01K	+1.31%
Dec 31, 2023	NORTHERN TRUST CORP	1.05%	1.24M	255.18M	-82.73K	-6.25%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.06%	1.24M	255.57M	-46.43K	-3.60%
Dec 31, 2023	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	1.23%	1.45M	286.36M	323.05K	+28.60%
Dec 31, 2023	STIFEL FINANCIAL CORP	1.3%	1.53M	315.24M	-10.43K	-0.68%
Dec 31, 2023	BARCLAYS PLC	1.35%	1.59M	327.97M	13.47K	+0.85%
Dec 31, 2023	JENSEN INVESTMENT MANAGEMENT INC	1.51%	1.78M	366.82M	-42.48K	-2.33%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.22%	2.61M	535.67M	61.03K	+2.39%

Insiders

Among the BR insiders holding of 0.53% of the stake in company, GOKEY TIMOTHY C, CEO, holds the largest shares of 143.29K. DALY RICHARD J, Executive Chairman, is the second largest BR insider with ownership of 105.09K shares. BRUN LESLIE A, director, stands third with possession of 77.32K shares of that stake.

Insiders	Designation	Shares Held
GOKEY TIMOTHY C	CEO	143.29K
DALY RICHARD J	Executive Chairman	105.09K
BRUN LESLIE A	director	77.32K
SCHIFELLITE ROBERT	Corporate SVP	48.08K
PERRY CHRISTOPHER JOHN	President	44.83K
MAYADAS VIJAY	Corporate Vice President	31.23K
MARKUS MAURA A.	director	30.89K
PERNA THOMAS J	director	29.7K
KALENKA ROBERT F	Corporate Vice President	26.49K
DUELKS ROBERT N	director	20.82K
DESCHUTTER DOUGLAS RICHARD	Co-President ICS	16.26K
KELLER BRETT	director	15.54K
GUMBS KEIR D	CVP and Chief Legal Officer	14.4K
LIBERATORE MICHAEL	VP, ICS - Mutual Funds	13.79K
AMSTERDAM ADAM D	CVP and Sr. Advisor to the CEO	11.4K
TAE MICHAEL S	Corporate VP, CTO, ICS	9.02K
CARTER PAMELA L	director	7.24K
MATLIN LAURA	CVP, Deputy GC and CCO	6.6K
CAREY THOMAS P	Corporate VP	6.03K
STINGI RICHARD JOHN	Corporate VP and CHRO	5.51K
JARKOWSKI HOPE M.	Chief Legal Officer	1

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 06, 2026	DUELKS ROBERT N	SALE	192.60	253	48.73K	20.82K
Dec 03, 2025	CAREY THOMAS P	SALE	229.26	5.55K	1.27M	6.03K
Nov 18, 2025	PERRY CHRISTOPHER JOHN	SALE	226.00	3.98K	900.38K	44.83K
Aug 25, 2025	GOKEY TIMOTHY C	SALE	258.37	5.67K	1.47M	143.29K
Aug 18, 2025	GOKEY TIMOTHY C	SALE	260.87	5.68K	1.48M	148.96K
Aug 15, 2025	GOKEY TIMOTHY C	SALE	259.29	11K	2.85M	154.63K
Aug 14, 2025	GOKEY TIMOTHY C	SALE	259.53	84.57K	21.95M	165.63K
Aug 13, 2025	GOKEY TIMOTHY C	SALE	262.46	39.25K	10.3M	150.37K
Aug 12, 2025	PERRY CHRISTOPHER JOHN	SALE	262.72	7.04K	1.85M	48.81K
Jun 06, 2025	DUELKS ROBERT N	SALE	245.15	500	122.57K	8.85K
Jun 06, 2025	DESCHUTTER DOUGLAS RICHARD	SALE	245.76	4.9K	1.2M	16.26K
Jun 04, 2025	MARKUS MAURA A.	SALE	243.08	3.56K	864.41K	30.89K
May 27, 2025	DESCHUTTER DOUGLAS RICHARD	SALE	239.55	5.06K	1.21M	21.17K
May 20, 2025	CARTER PAMELA L	SALE	242.23	2.81K	679.71K	7.24K
May 15, 2025	JARKOWSKI HOPE M.	SALE	240.99	1.07K	257.61K	1
May 13, 2025	CAREY THOMAS P	SALE	237.26	3.61K	855.8K	6.08K
May 07, 2025	STINGI RICHARD JOHN	SALE	234.81	800	187.85K	5.51K
May 07, 2025	JARKOWSKI HOPE M.	SALE	235.22	1.07K	251.22K	1.07K
Apr 02, 2025	GOKEY TIMOTHY C	SALE	245.07	11.72K	2.87M	143.06K
Mar 10, 2025	GOKEY TIMOTHY C	SALE	235.18	48.97K	11.52M	169.79K
Mar 07, 2025	PERRY CHRISTOPHER JOHN	SALE	235.23	8.5K	2M	52.52K
Feb 27, 2025	DUELKS ROBERT N	SALE	237.93	485	115.4K	4.96K
Feb 26, 2025	DUELKS ROBERT N	SALE	237.15	3.14K	744.9K	26.51K
Feb 06, 2025	KELLER BRETT	SALE	240.40	3.57K	857.27K	15.54K
Feb 04, 2025	MATLIN LAURA	SALE	241.60	514	124.18K	6.6K
Dec 03, 2024	CAREY THOMAS P	SALE	230.32	13.21K	3.04M	12.15K
Nov 12, 2024	MATLIN LAURA	SALE	227.65	3.46K	787.46K	7.12K
Nov 11, 2024	MARKUS MAURA A.	SALE	227.02	3.88K	880.84K	27.79K
Nov 11, 2024	CAREY THOMAS P	SALE	226.82	5.05K	1.14M	12.69K
Nov 07, 2024	DESCHUTTER DOUGLAS RICHARD	SALE	220.21	9.57K	2.11M	27.14K
Sep 10, 2024	PERRY CHRISTOPHER JOHN	SALE	213.41	17.53K	3.74M	50.24K
Sep 06, 2024	DALY RICHARD J	SALE	207.66	12.9K	2.68M	105.09K
Aug 26, 2024	BRUN LESLIE A	SALE	210.05	5.74K	1.21M	77.32K
Aug 23, 2024	GOKEY TIMOTHY C	SALE	209.31	25K	5.23M	206.35K
Aug 21, 2024	PERRY CHRISTOPHER JOHN	SALE	210.22	6.5K	1.37M	67.77K
Aug 19, 2024	PERRY CHRISTOPHER JOHN	SALE	210.00	162	34.02K	67.27K
Aug 16, 2024	PERRY CHRISTOPHER JOHN	SALE	210.00	300	63K	67.25K
Aug 16, 2024	GOKEY TIMOTHY C	SALE	209.11	25K	5.23M	200.68K
Aug 15, 2024	PERRY CHRISTOPHER JOHN	SALE	210.15	200	42.03K	67.23K
Aug 14, 2024	PERRY CHRISTOPHER JOHN	SALE	207.65	14.01K	2.91M	67.22K
Aug 08, 2024	MATLIN LAURA	SALE	216.00	673	145.37K	5.53K
Jun 05, 2024	DUELKS ROBERT N	SALE	198.06	3.47K	687.86K	22.59K
May 20, 2024	CAREY THOMAS P	SALE	200.40	2.5K	501.01K	9.36K
Mar 07, 2024	DESCHUTTER DOUGLAS RICHARD	SALE	204.71	12.2K	2.5M	32.48K
Feb 29, 2024	DUELKS ROBERT N	SALE	201.58	830	167.31K	5.45K
Feb 28, 2024	CAREY THOMAS P	SALE	201.02	12.73K	2.56M	13.3K
Feb 06, 2024	DESCHUTTER DOUGLAS RICHARD	SALE	199.00	22.72K	4.52M	44.68K
Dec 28, 2023	PERRY CHRISTOPHER JOHN	SALE	205.32	5.07K	1.04M	59.65K
Dec 26, 2023	PERRY CHRISTOPHER JOHN	SALE	200.17	6.64K	1.33M	59.28K
Dec 22, 2023	PERRY CHRISTOPHER JOHN	SALE	200.01	2.72K	544.42K	58.83K
Dec 08, 2023	MATLIN LAURA	SALE	189.49	3.66K	694.3K	6.48K
Dec 01, 2023	PERRY CHRISTOPHER JOHN	SALE	192.43	9.07K	1.74M	58.65K
Nov 09, 2023	GUMBS KEIR D	SALE	176.61	3.77K	665.99K	14.4K
Nov 08, 2023	PERRY CHRISTOPHER JOHN	SALE	176.94	20.61K	3.65M	56.74K
Sep 06, 2023	GOKEY TIMOTHY C	SALE	185.63	59.34K	11.02M	177.85K
Aug 30, 2023	PERRY CHRISTOPHER JOHN	SALE	186.45	8.7K	1.62M	77.35K
Aug 30, 2023	GUMBS KEIR D	SALE	186.41	2.69K	501.08K	14.02K
Aug 28, 2023	DALY RICHARD J	SALE	185.40	8.3K	1.54M	111.72K
Aug 22, 2023	CAREY THOMAS P	SALE	178.40	2.5K	445.99K	11.32K
Aug 21, 2023	DALY RICHARD J	SALE	178.29	39.6K	7.06M	120.02K
Aug 18, 2023	DALY RICHARD J	SALE	179.16	9.48K	1.7M	0
Aug 14, 2023	DESCHUTTER DOUGLAS RICHARD	SALE	182.95	22.87K	4.18M	38.25K
Aug 11, 2023	BRUN LESLIE A	SALE	181.20	2K	362.41K	72.43K
Aug 10, 2023	SCHIFELLITE ROBERT	SALE	179.27	21.11K	3.78M	48.08K
Aug 10, 2023	PERRY CHRISTOPHER JOHN	SALE	180.57	10.12K	1.83M	69.37K
Aug 09, 2023	PERRY CHRISTOPHER JOHN	SALE	180.09	1.94K	349.19K	68.1K
Jun 01, 2023	BRUN LESLIE A	SALE	148.98	6.9K	1.03M	59.92K
May 19, 2023	MATLIN LAURA	SALE	153.73	4.05K	622.91K	5.83K
May 05, 2023	DUELKS ROBERT N	SALE	154.34	1.2K	185.21K	33.64K
May 04, 2023	KALENKA ROBERT F	SALE	152.63	8.15K	1.24M	26.49K
May 04, 2023	SCHIFELLITE ROBERT	SALE	152.59	10.7K	1.63M	50.31K
May 04, 2023	STINGI RICHARD JOHN	SALE	155.27	750	116.45K	4.2K
Feb 24, 2023	DUELKS ROBERT N	SALE	141.06	1.43K	201.02K	6.28K
Nov 22, 2022	PERNA THOMAS J	SALE	147.83	27.48K	4.06M	29.7K
Aug 26, 2022	DALY RICHARD J	SALE	176.34	1.99K	350.03K	0
Aug 19, 2022	PERRY CHRISTOPHER JOHN	SALE	176.28	3.7K	652.58K	72.81K
Aug 17, 2022	MATLIN LAURA	SALE	177.81	2.07K	367.54K	5.62K
Aug 15, 2022	DESCHUTTER DOUGLAS RICHARD	SALE	178.57	17.86K	3.19M	34.55K
Aug 15, 2022	CAREY THOMAS P	SALE	179.16	5K	895.78K	12.9K
Aug 15, 2022	SCHIFELLITE ROBERT	SALE	178.59	30.76K	5.49M	57.62K
Feb 16, 2022	DUELKS ROBERT N	SALE	145.75	1.3K	189.48K	7.7K
Dec 28, 2021	PERRY CHRISTOPHER JOHN	SALE	185.04	415	76.79K	64.64K
Dec 07, 2021	SCHIFELLITE ROBERT	SALE	173.26	15.06K	2.61M	54.61K
Dec 03, 2021	SCHIFELLITE ROBERT	SALE	173.11	12.49K	2.16M	54.63K
Nov 29, 2021	MAYADAS VIJAY	SALE	174.00	6.13K	1.07M	31.23K
Nov 10, 2021	TAE MICHAEL S	SALE	178.53	20.45K	3.65M	9.02K
Oct 19, 2021	PERRY CHRISTOPHER JOHN	SALE	180.14	10.1K	1.82M	64.59K
Oct 15, 2021	PERRY CHRISTOPHER JOHN	SALE	180.01	902	162.37K	63.17K
Oct 07, 2021	DALY RICHARD J	SALE	168.43	73.3K	12.35M	147.95K
Oct 06, 2021	DALY RICHARD J	SALE	165.50	88.79K	14.7M	139.35K
Oct 05, 2021	DALY RICHARD J	SALE	164.02	44.54K	7.31M	128.51K
Sep 23, 2021	GOKEY TIMOTHY C	SALE	167.61	49.9K	8.36M	137.7K
Sep 07, 2021	MAYADAS VIJAY	SALE	169.42	1.09K	185.18K	27.6K
Sep 03, 2021	MAYADAS VIJAY	SALE	171.10	16.15K	2.76M	27.38K
Sep 02, 2021	MAYADAS VIJAY	SALE	171.00	1.74K	296.69K	23.29K
Aug 24, 2021	AMSTERDAM ADAM D	SALE	171.72	5.5K	944.44K	11.4K
Aug 16, 2021	LIBERATORE MICHAEL	SALE	173.78	6.42K	1.12M	13.79K
Aug 13, 2021	PERRY CHRISTOPHER JOHN	SALE	175.00	2.12K	371.7K	63.06K
Aug 03, 2021	PERRY CHRISTOPHER JOHN	SALE	175.02	12.91K	2.26M	58.73K
Aug 02, 2021	PERRY CHRISTOPHER JOHN	SALE	175.07	900	157.56K	56.34K
Jul 14, 2021	PERRY CHRISTOPHER JOHN	SALE	170.04	12.62K	2.15M	56.16K
May 20, 2021	MATLIN LAURA	SALE	160.05	1.37K	219.1K	6.3K
Feb 18, 2021	AMSTERDAM ADAM D	SALE	148.49	2.7K	400.93K	33.22K
Feb 12, 2021	BRUN LESLIE A	SALE	147.52	4.55K	671.23K	40.37K
Feb 11, 2021	DUELKS ROBERT N	SALE	144.83	3.7K	535.73K	30.57K
Dec 18, 2020	PERRY CHRISTOPHER JOHN	SALE	152.12	24.79K	3.77M	55.47K
Nov 09, 2020	PERRY CHRISTOPHER JOHN	SALE	151.20	8.08K	1.22M	64.71K
Nov 05, 2020	PERNA THOMAS J	SALE	145.63	3.9K	567.39K	65.62K
Feb 25, 2020	DESCHUTTER DOUGLAS RICHARD	PURCHASE	113.33	11	1.25K	20.35K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES9.79K3

NET SHARES-9.79K3

SHARES HELD71.67K3

% NET SHARES-113.65%0%

Frequently Asked Questions