How many institutions own CMCL 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 CMCL shares is 164, representing 51.53% of the company's common stock.

Who are the major shareholders selling Caledonia Mining Corporation Plc stock?

RENAISSANCE TECHNOLOGIES LLC, in the last quarter, reduced its stake in CMCL by -14.96% restricting it's holding to 21.13 thousand shares of worth nearly $765.01K. MILLENNIUM MANAGEMENT LLC also lessened -22.04% of the CMCL shares from its portfolio, reducing its holding to 26.8 thousand shares of worth $970.43K. CITADEL ADVISORS LLC also shunned CMCL shares holding by -44.89% last quarter which brought its holding to 23.46 thousand shares worth $849.56K.

Investors who are buying CMCL stock?

As per its latest 13F filing, CAPSTONE FINANCIAL ADVISORS, INC. increased its stake in CMCL by 100% in the last quarter. The institutional holder raised its holding to 25.7 thousand shares having worth more than $930.56K. SUSQUEHANNA INTERNATIONAL GROUP, LLP also added 18.58% more shares of CMCL to its portfolio, raising its holding to 26.8 thousand shares of worth $970.43K. JANE STREET GROUP, LLC also increased its CMCL shares holding by 161.3% which brought its holding to 52.25 thousand shares worth $1.89M.

CMCL's major insiders: who are they?

The insider with the most stakes in CMCL is N/A , N/A at the company. Additionally, CMCL stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell CMCL stock?

Company executives, directors, and other insiders own 14% percent of Caledonia Mining Corporation Plc's stock. Within the last six months, there have been 0 transaction(s) in which CMCL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased CMCL stock?

There have been 0 transaction(s) during the past 6-months in which Caledonia Mining Corporation Plc insiders have bought stock, totalling 0 shares

How much of CMCL does insiders own?

Around 0 Caledonia Mining Corporation Plc shares are held by insiders, which represents about 14% of CMCL stock.

Who is the insider with the largest stake?

CMCL N/A, N/A holds the largest portfolio of the company's shares. CMCL shares owned by N/A total nearly -.

Which institution holds the most shares in CMCL?

RENAISSANCE TECHNOLOGIES LLC is the largest institutional owner in CMCL which holds 21.13 thousand shares worth $765.01K or 0.11% of the total CMCL shares outstanding followed by CAPSTONE FINANCIAL ADVISORS, INC. with ownership of 25.7 thousand shares representing 0.13% of the CMCL ownership. SUSQUEHANNA INTERNATIONAL GROUP, LLP is the third largest stakeholder with 26.8 thousand shares or 0.14% of the ownership worth more than $970.43K.

Is Caledonia Mining Corporation Plc 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 CMCL is concerned, it is a stock which is optionable.

Is there a short position on CMCL's shares?

Number of CMCL shares short is 224.64K. 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 CMCL shares are there?

As of today, 19.29M shares of CMCL are outstanding.

Is there many float in CMCL 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, CMCL has 14.61M shares in float.

CMCL 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 CMCL is 1.25.

Caledonia Mining (CMCL) 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 Shares1.16

Short Percent Of Float1.35

Shares Outstanding19.29M

Shares Float14.61M

Shares Short224.64K

Short Ratio1.25

1.35%

Short % of Float

1.16%

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

14% Percentage of Shares held by All Insiders

51.53% Percentage of Shares held by All Institutions

59.92% Percentage of Float held by Institutions

164

Number of Institutions Holding Shares

Institutional Ownership

About 51.53% of CMCL shares are held by financial institutions. RENAISSANCE TECHNOLOGIES LLC is the top corporate investor, holding 21.13K shares valued at $765.01K. A 0.11% stake in Caledonia Mining Corporation Plc is owned by the company. CAPSTONE FINANCIAL ADVISORS, INC. owns 25.7K shares valued at $930.56K, which translates its holding of 0.13% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.11%	21.13K	765.01K	-3.72K	-14.96%
Sep 30, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.13%	25.7K	930.56K	25.7K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	26.8K	970.43K	4.2K	+18.58%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.14%	26.8K	970.43K	-7.58K	-22.04%
Sep 30, 2025	CITADEL ADVISORS LLC	0.12%	23.46K	849.56K	-19.11K	-44.89%
Sep 30, 2025	BARCLAYS PLC	0.19%	37.3K	1.35M	-4.22K	-10.16%
Sep 30, 2025	JANE STREET GROUP, LLC	0.27%	52.25K	1.89M	32.25K	+161.30%
Sep 30, 2025	UBS GROUP AG	0.28%	53.79K	1.95M	-25.91K	-32.51%
Sep 30, 2025	NAVELLIER & ASSOCIATES INC	0.29%	56.53K	2.05M	56.53K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.3%	58.9K	2.13M	16.66K	+39.43%
Sep 30, 2025	RHUMBLINE ADVISERS	0.2%	37.91K	1.37M	48	+0.13%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.2%	39.29K	1.42M	1.98K	+5.32%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.21%	39.85K	1.44M	6.28K	+18.69%
Sep 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.22%	41.8K	1.51M	7.29K	+21.11%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.23%	44.02K	1.59M	-4.18K	-8.68%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.34%	66.53K	2.41M	4.96K	+8.06%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.36%	69.86K	2.53M	16.45K	+30.80%
Sep 30, 2025	MARSHALL WACE, LLP	0.6%	116.15K	4.21M	-48.38K	-29.41%
Sep 30, 2025	VANGUARD GROUP INC	0.68%	131.89K	4.78M	29.11K	+28.33%
Sep 30, 2025	MORGAN STANLEY	0.7%	134.81K	4.88M	13.29K	+10.94%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.06%	204.91K	7.42M	-414	-0.20%
Sep 30, 2025	GOEHRING & ROZENCWAJG ASSOCIATES, LLC	1.21%	234.07K	8.48M	2K	+0.86%
Sep 30, 2025	KIKER WEALTH MANAGEMENT, LLC	0.05%	9.02K	326.51K	7.9K	+705.09%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	9.39K	340.08K	0	0
Sep 30, 2025	DEUTSCHE BANK AG\	0.05%	10.09K	365.47K	0	0
Sep 30, 2025	BRENDEL FINANCIAL ADVISORS LLC	0.06%	10.82K	391.9K	10.82K	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.06%	11.11K	402.14K	3.17K	+40.00%
Sep 30, 2025	HSBC HOLDINGS PLC	0.06%	11.8K	422.99K	1.76K	+17.48%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.06%	12.02K	435.21K	10.13K	+537.27%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	12.39K	449K	12.39K	+100.00%
Sep 30, 2025	POTENTIA WEALTH	0.07%	12.67K	458.64K	12.67K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.07%	13.23K	479K	2.64K	+24.96%
Sep 30, 2025	MACKENZIE FINANCIAL CORP	0.14%	27.36K	990.6K	-15.72K	-36.50%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.25%	47.8K	1.73M	-28.07K	-37.00%
Sep 30, 2025	STATE STREET CORP	1.37%	265.36K	9.61M	21.83K	+8.96%
Sep 30, 2025	NUVEEN, LLC	0.32%	61.76K	2.24M	-5.83K	-8.63%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.21%	426.91K	15.46M	9.21K	+2.20%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	2.55%	493.39K	17.87M	-19.03K	-3.71%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.05%	9.95K	360.33K	9.95K	+100.00%
Sep 30, 2025	AVIVA PLC	0.05%	9.94K	359.96M	9.94K	+100.00%
Sep 30, 2025	STRS OHIO	0.1%	18.5K	669.89K	3.3K	+21.71%
Sep 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.75%	145.54K	5.27M	-8.8K	-5.70%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.81%	156.45K	5.67M	9.71K	+6.62%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	2.7%	521.48K	18.88M	88.14K	+20.34%
Sep 30, 2025	ORBIS ALLAN GRAY LTD	3.33%	644.15K	23.32M	-138.35K	-17.68%
Sep 30, 2025	SUMMIT GLOBAL INVESTMENTS	0.07%	13.31K	482K	-945	-6.63%
Sep 30, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.07%	13.4K	485.21K	-200	-1.47%
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0.07%	14.47K	524K	8.28K	+133.55%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.08%	15.89K	575.27K	15.89K	+100.00%
Sep 30, 2025	BLACKROCK, INC.	5.25%	1.01M	36.75M	-20.7K	-2.00%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.14%	27.81K	1.01M	8.44K	+43.57%
Sep 30, 2025	ETHIC INC.	0.14%	27.87K	1.01M	4.32K	+18.32%
Sep 30, 2025	WINTON GROUP LTD	0.15%	28.93K	1.05M	-4.35K	-13.07%
Sep 30, 2025	LPL FINANCIAL LLC	0.15%	29.01K	1.05M	29.01K	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	29.45K	1.07M	29.45K	+100.00%
Sep 30, 2025	EAM INVESTORS, LLC	0.16%	30.46K	1.1M	30.46K	+100.00%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.36%	70.37K	2.55M	-18.64K	-20.94%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.44%	85.67K	3.1M	-25.14K	-22.69%
Sep 30, 2025	NORTHERN TRUST CORP	0.49%	94.49K	3.42M	1.8K	+1.94%
Sep 30, 2025	U S GLOBAL INVESTORS INC	0.52%	100.75K	3.65M	100.75K	+100.00%
Sep 30, 2025	GLOBEFLEX CAPITAL L P	0.53%	102.64K	3.72M	6.6K	+6.87%
Sep 30, 2025	INVESCO LTD.	0.57%	109.99K	3.98M	85.33K	+346.04%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.59%	114.55K	4.15M	9.71K	+9.26%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.11%	20.61K	746.36K	-16.2K	-44.01%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.13%	25.38K	918.9K	14.11K	+125.19%
Jun 30, 2025	UBS GROUP AG	0.41%	79.7K	1.54M	23.82K	+42.63%
Jun 30, 2025	STRS OHIO	0.08%	15.2K	293.66K	15.2K	+100.00%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.09%	17.2K	332.32K	2.09K	+13.86%
Jun 30, 2025		0.35%	67.59K	1.31M	40.44K	+148.94%
Jun 30, 2025	ETHIC INC.	0.12%	23.55K	454.35K	9.79K	+71.08%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	28	541	28	+100.00%
Jun 30, 2025	STEPHENS CONSULTING, LLC	0%	30	580	30	+100.00%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	55	1.06K	0	0
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.55%	104.84K	2.03M	9.38K	+9.83%
Jun 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.18%	34.52K	666.83K	34.52K	+100.00%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.17%	33.58K	648.74K	33.58K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.09%	17.86K	345K	-3.13K	-14.92%
Jun 30, 2025	NUMERAI GP LLC	0.1%	18.55K	358.37K	18.55K	+100.00%
Jun 30, 2025	INVESCO LTD.	0.13%	24.66K	476.43K	-4.36K	-15.04%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.13%	24.84K	479.99K	-143.85K	-85.27%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.17%	32.28K	623.55K	-763	-2.31%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.19%	36.82K	711.29K	36.82K	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.19%	37.31K	720.8K	1.99K	+5.62%
Jun 30, 2025	RHUMBLINE ADVISERS	0.2%	37.86K	731.39K	-601	-1.56%
Jun 30, 2025	BARCLAYS PLC	0.22%	41.51K	802K	10.85K	+35.37%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.22%	42.25K	816.17K	1.72K	+4.25%
Jun 30, 2025	CITADEL ADVISORS LLC	0.22%	42.57K	822.53K	-39.62K	-48.20%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	21.59K	417.14K	-326	-1.49%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.46%	89.02K	1.72M	-2.08K	-2.28%
Jun 30, 2025	NORTHERN TRUST CORP	0.48%	92.69K	1.79M	-4.83K	-4.95%
Jun 30, 2025	NUVEEN, LLC	0.35%	67.59K	1.31M	40.44K	+148.94%
Jun 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.8%	154.34K	2.98M	-19.05K	-10.98%
Jun 30, 2025	GLOBEFLEX CAPITAL L P	0.5%	96.04K	1.86M	55.67K	+137.91%
Jun 30, 2025	VANGUARD GROUP INC	0.53%	102.78K	1.99M	6.24K	+6.47%
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0%	57	1.1K	-450	-88.76%
Jun 30, 2025	MORGAN STANLEY	0.63%	121.52K	2.35M	50.85K	+71.95%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	2.27K	44K	-255	-10.09%
Jun 30, 2025	CHRISTOPHER J. HASENBERG, INC	0%	60	1.16K	60	+100.00%
Jun 30, 2025	CORNERSTONE PLANNING GROUP LLC	0%	73	1.59K	0	0
Jun 30, 2025	TRUE WEALTH DESIGN, LLC	0%	103	1.99K	1	+0.98%
Jun 30, 2025	COVESTOR LTD	0%	106	2K	106	+100.00%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	464	8.96K	180	+63.38%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	506	9.75K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	670	12.94K	670	+100.00%
Jun 30, 2025	PRIVATE TRUST CO NA	0%	804	15.53K	0	0
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0.25%	48.21K	931K	-4.61K	-8.73%
Jun 30, 2025	BLACKROCK, INC.	5.39%	1.04M	20.01M	131.36K	+14.53%
Jun 30, 2025	ORBIS ALLAN GRAY LTD	4.07%	782.5K	15.12M	0	0
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0%	626	12.08K	-214	-25.48%
Jun 30, 2025	BAILARD, INC.	0%	0	-	-25.03K	-100.00%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0%	0	-	-19.1K	-100.00%
Jun 30, 2025	COVALIS CAPITAL LLP	0%	0	-	-20K	-100.00%
Jun 30, 2025	HEXAGON CAPITAL PARTNERS LLC	0%	0	-	-154	-100.00%
Jun 30, 2025	COREBRIDGE FINANCIAL, INC.	0%	0	-	-8.05K	-100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	0	-	-36	-100.00%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.17%	417.7K	8.07M	54.19K	+14.91%
Jun 30, 2025	STATE STREET CORP	1.27%	243.53K	4.7M	57.31K	+30.77%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.07%	205.33K	3.97M	2.46K	+1.21%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.76%	146.74K	2.83M	32.08K	+27.98%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.58%	110.81K	2.14M	-8.58K	-7.19%
Jun 30, 2025	MACKENZIE FINANCIAL CORP	0.22%	43.08K	832.33K	30.12K	+232.26%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.11%	20.44K	394.83K	20.44K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.1%	20K	386.32K	20K	+100.00%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.1%	19.37K	374.29K	19.37K	+100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	12	228	0	0
Jun 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0%	10	225	10	+100.00%
Jun 30, 2025	POINT72 (DIFC) LTD	0%	1	19	1	+100.00%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	2.67%	512.42K	9.9M	-72.15K	-12.34%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	2.26%	433.34K	8.37M	65.44K	+17.79%
Jun 30, 2025	GOEHRING & ROZENCWAJG ASSOCIATES, LLC	1.21%	232.07K	4.48M	31	+0.01%
Jun 30, 2025	MARSHALL WACE, LLP	0.86%	164.53K	3.18M	122.02K	+287.04%
Jun 30, 2025	FMR LLC	0%	868	16.77M	-38	-4.19%
Jun 30, 2025	GAMMA INVESTING LLC	0.01%	1.12K	21.54K	843	+309.93%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	1.19K	23.01M	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	1.89K	36.44M	1.89K	+100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	1.91K	36.9K	1.88K	+6,486.21%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.03%	6.2K	119.71K	6.2K	+100.00%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.04%	8.04K	154K	8.04K	+100.00%
Jun 30, 2025	WINTON GROUP LTD	0.17%	33.28K	642.95K	33.28K	+100.00%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	9.14K	176.59K	-600	-6.16%
Jun 30, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.05%	10.26K	198K	10.26K	+100.00%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.05%	10.46K	202.01M	10.46K	+100.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.18%	34.38K	664.18K	34.38K	+100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.06%	11.14K	215.23M	11.14K	+100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.06%	12.13K	234.41M	-428	-3.41%
Jun 30, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.07%	13.6K	262.75K	13.6K	+100.00%
Jun 30, 2025	SUMMIT GLOBAL INVESTMENTS	0.07%	14.26K	275K	-1.22K	-7.87%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.28%	53.41K	1.03M	-21.07K	-28.29%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.32%	61.57K	1.19M	49.31K	+402.41%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.39%	75.88K	1.47M	1.72K	+2.32%
Mar 31, 2025	GLOBEFLEX CAPITAL L P	0.21%	40.37K	504.17K	-5.92K	-12.80%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	1.92%	367.9K	4.6M	19.92K	+5.72%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.89%	363.51K	4.54M	49.91K	+15.91%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.17%	33.04K	412.65K	-855	-2.52%
Mar 31, 2025	BARCLAYS PLC	0.16%	30.67K	383K	-8.14K	-20.98%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.18%	35.32K	441.2K	0	0
Mar 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.47%	91.1K	1.14M	702	+0.78%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.39%	74.16K	926.2K	-28.22K	-27.57%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	21.92K	273.74K	2.52K	+12.98%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.11%	20.99K	262.15K	-6.47K	-23.56%
Mar 31, 2025	MORGAN STANLEY	0.37%	70.67K	882.64K	-16.23K	-18.67%
Mar 31, 2025	STATE STREET CORP	0.97%	186.22K	2.33M	1.3K	+0.70%
Mar 31, 2025	SEGALL BRYANT & HAMILL, LLC	0.9%	173.39K	2.17M	-134	-0.08%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.07%	12.56K	156.89K	-17.85K	-58.69%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.06%	12.25K	153.05K	418	+3.53%
Mar 31, 2025	CITIGROUP INC	0.06%	11.99K	149.76K	-1.2K	-9.12%
Mar 31, 2025	HSBC HOLDINGS PLC	0.06%	11.8K	143.86K	114	+0.98%
Mar 31, 2025	BLACKROCK, INC.	4.71%	904.32K	11.29M	-23.12K	-2.49%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.06%	202.86K	2.53M	-56	-0.03%
Mar 31, 2025	MARSHALL WACE, LLP	0.22%	42.51K	530.96K	1.4K	+3.41%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.22%	41.8K	522.03K	-11.7K	-21.87%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.88%	168.69K	2.11M	12.17K	+7.77%
Mar 31, 2025	GOEHRING & ROZENCWAJG ASSOCIATES, LLC	1.21%	232.03K	2.69M	5.81K	+2.57%
Mar 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.62%	119.4K	1.49M	48K	+67.24%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.6%	114.65K	1.43M	6.77K	+6.28%
Mar 31, 2025	NORTHERN TRUST CORP	0.51%	97.52K	1.22M	-3K	-2.98%
Mar 31, 2025	VANGUARD GROUP INC	0.5%	96.53K	1.21M	-1.68K	-1.71%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.5%	95.45K	1.19M	6.77K	+7.63%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.39%	74.48K	930.31K	-3.75K	-4.79%
Mar 31, 2025	UBS GROUP AG	0.29%	55.88K	697.94K	29.4K	+111.04%
Mar 31, 2025	GSA CAPITAL PARTNERS LLP	0.28%	52.82K	660K	52.82K	+100.00%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.21%	40.52K	506.15K	-210	-0.52%
Mar 31, 2025	RHUMBLINE ADVISERS	0.2%	38.46K	480.33K	12.87K	+50.29%
Mar 31, 2025	BAILARD, INC.	0.13%	25.03K	312.56K	25.03K	+100.00%
Mar 31, 2025	COVALIS CAPITAL LLP	0.1%	20K	249.8K	0	0
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.08%	15.11K	188.69K	-13.36K	-46.92%
Mar 31, 2025	ETHIC INC.	0.07%	13.77K	160.66K	-7.51K	-35.30%
Mar 31, 2025	DEUTSCHE BANK AG\	0.07%	13.64K	170.35K	2.62K	+23.78%
Mar 31, 2025	MACKENZIE FINANCIAL CORP	0.07%	12.97K	161.95K	12.97K	+100.00%
Mar 31, 2025	ORBIS ALLAN GRAY LTD	4.08%	782.5K	9.77M	0	0
Mar 31, 2025	VAN ECK ASSOCIATES CORP	3.04%	584.57K	7.3M	-51.92K	-8.16%
Mar 31, 2025	SUMMIT GLOBAL INVESTMENTS	0.08%	15.48K	193K	-297	-1.88%
Mar 31, 2025	INVESCO LTD.	0.15%	29.02K	362.51K	-7.82K	-21.21%
Mar 31, 2025		0.09%	16.58K	207.06K	-3.61K	-17.89%
Mar 31, 2025	CITADEL ADVISORS LLC	0.13%	24.2K	302.26K	18.2K	+303.33%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.1%	19.1K	238.56K	-4.7K	-19.75%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	7.74K	86K	-12	-0.15%
Mar 31, 2024	VANGUARD GROUP INC	0.44%	81.49K	902.06K	5.98K	+7.92%
Mar 31, 2024	MORGAN STANLEY	0.46%	84.79K	938.66K	545	+0.65%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.5%	93.61K	1.04M	22.95K	+32.47%
Mar 31, 2024	NORTHERN TRUST CORP	0.54%	100.74K	1.12M	-4.66K	-4.42%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.88%	163.83K	1.81M	11.26K	+7.38%
Mar 31, 2024	GOEHRING & ROZENCWAJG ASSOCIATES, LLC	1%	185.92K	2.03M	15.8K	+9.29%
Mar 31, 2024	STATE STREET CORP	1.08%	200.79K	2.22M	725	+0.36%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	3.64%	678.67K	7.51M	26.95K	+4.13%
Mar 31, 2024	BLACKROCK INC.	4.53%	843.48K	9.34M	-34.73K	-3.96%
Mar 31, 2024	ORBIS ALLAN GRAY LTD	9.7%	1.81M	19.99M	1.15M	+175.26%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.31%	57.71K	638.83K	3.64K	+6.74%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.33%	61.69K	682.93K	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.98%	182.2K	2.02M	6.53K	+3.72%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.01%	1.36K	15K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.01%	1.36K	15K	-4.89K	-78.25%
Mar 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	1.65K	18.27K	-1.05K	-38.93%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.86K	20.62K	-718	-27.82%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	2.24K	24.79K	1.32K	+144.70%
Mar 31, 2024	CITADEL ADVISORS LLC	0.02%	3.14K	34.8K	3.07K	+4,036.84%
Mar 31, 2024	CITIGROUP INC	0.02%	3.21K	35.57K	825	+34.55%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	792	8.77K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0%	900	9.96K	-4.28K	-82.63%
Mar 31, 2024	METROPOLITAN LIFE INSURANCE CO/NY	0%	904	10.01K	0	0
Mar 31, 2024	FMR LLC	0.01%	924	10.23K	316	+51.97%
Mar 31, 2024	PRIVATE TRUST CO NA	0.02%	3.93K	43.49K	-387	-8.97%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	5.67K	62.81K	743	+15.07%
Mar 31, 2024	DEUTSCHE BANK AG\	0.04%	7.54K	83.44K	817	+12.16%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.04%	7.95K	88.05K	2.88K	+56.82%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.04%	8.09K	89.56K	-70	-0.86%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	8.72K	96.53K	0	0
Mar 31, 2024	JANE STREET GROUP, LLC	0.07%	12.65K	140.01K	-11.33K	-47.26%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.07%	13.71K	135.13K	-7	-0.05%
Mar 31, 2024	ETHIC INC.	0.07%	13.73K	152K	-5.09K	-27.03%
Mar 31, 2024	RHUMBLINE ADVISERS	0.09%	16.83K	186.32K	-278	-1.62%
Mar 31, 2024	UBS GROUP AG	0.11%	20.43K	226.13K	-1.14K	-5.27%
Mar 31, 2024	HSBC HOLDINGS PLC	0.13%	23.47K	257.95K	-302	-1.27%
Mar 31, 2024	WOLVERINE TRADING, LLC	0.14%	25.2K	278.96K	25.2K	+100.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.14%	26.28K	290.93K	-3.44K	-11.56%
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.15%	28.75K	318.21K	-2.2K	-7.11%
Mar 31, 2024	BARCLAYS PLC	0.16%	30.25K	335K	-10.9K	-26.49%
Mar 31, 2024	JPMORGAN CHASE & CO	0.18%	33.75K	373.56K	11.42K	+51.14%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.2%	37.77K	418.1K	-28.38K	-42.90%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	38.02K	420.85K	0	0
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.23%	42.99K	475.86K	1.91K	+4.66%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	47.6K	526.93K	-42.4K	-47.11%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.26%	48.51K	536.98K	3.64K	+8.12%
Mar 31, 2024	INVESCO LTD.	0.34%	64.11K	709.74K	47.03K	+275.20%
Mar 31, 2024	WEALTHCOLLAB, LLC	0%	0	-	-326	-100.00%
Mar 31, 2024	GAMMA INVESTING LLC	0%	0	-	-153	-100.00%
Mar 31, 2024	SIGNIFICANT WEALTH PARTNERS LLC	0%	0	-	-132.07K	-100.00%
Mar 31, 2024	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	0	-	-550	-100.00%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	0	-	-45.14K	-100.00%
Mar 31, 2024	ELLEVEST, INC.	0%	0	-	-13.73K	-100.00%
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	0	-	-19.16K	-100.00%
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	0%	0	-	-10.17K	-100.00%
Mar 31, 2024	TOMPKINS FINANCIAL CORP	0%	0	-	-200	-100.00%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	2	22	2	+100.00%
Mar 31, 2024	ANFIELD CAPITAL MANAGEMENT, LLC	0%	4	44	4	+100.00%
Mar 31, 2024	TORONTO DOMINION BANK	0%	6	66	0	0
Mar 31, 2024	MASSMUTUAL TRUST CO FSB/ADV	0%	35	387	35	+100.00%
Mar 31, 2024	LINDBROOK CAPITAL, LLC	0%	39	432	0	0
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0%	50	554	0	0
Mar 31, 2024	CWM, LLC	0%	197	2K	135	+217.74%
Mar 31, 2024	CORNERSTONE PLANNING GROUP LLC	0%	434	4.24K	434	+100.00%
Mar 31, 2024	AMALGAMATED BANK	0%	553	6K	-878	-61.36%
Dec 31, 2023	GOEHRING & ROZENCWAJG ASSOCIATES, LLC	0.89%	170.12K	2.08M	7.96K	+4.91%
Dec 31, 2023	METROPOLITAN LIFE INSURANCE CO/NY	0%	904	11.03K	0	0
Dec 31, 2023	STATE STREET CORP	1.04%	200.07K	2.44M	2.7K	+1.37%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	3.4%	651.73K	7.95M	18.47K	+2.92%
Dec 31, 2023	ORBIS ALLAN GRAY LTD	3.42%	656.13K	8M	656.13K	+100.00%
Dec 31, 2023	BLACKROCK INC.	4.58%	878.22K	10.71M	71.56K	+8.87%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0%	915	11.16K	915	+100.00%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.01%	1.36K	16.57K	-168	-11.03%
Dec 31, 2023	AMALGAMATED BANK	0.01%	1.43K	17K	-165	-10.34%
Dec 31, 2023	CITIGROUP INC	0.01%	2.39K	29.13K	2.35K	+5,585.71%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	2.58K	31.49K	-173	-6.28%
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	2.7K	32.96K	-920	-25.40%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.92%	175.68K	2.14M	4.66K	+2.72%
Dec 31, 2023	PRIVATE TRUST CO NA	0.02%	4.32K	52.66K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.03%	4.93K	60.16K	991	+25.15%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.03%	5.07K	61.88K	-1.57K	-23.65%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.03%	5.18K	63.2K	-870	-14.38%
Dec 31, 2023	ROYAL BANK OF CANADA	0.03%	6.24K	77K	2.6K	+71.21%
Dec 31, 2023	DEUTSCHE BANK AG\	0.04%	6.72K	81.98K	6.72K	+100.00%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	7.75K	95K	60	+0.78%
Dec 31, 2023	AMERICAN INTERNATIONAL GROUP, INC.	0.04%	8.16K	99.55K	-32	-0.39%
Dec 31, 2023	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	8.72K	106.38K	0	0
Dec 31, 2023	SG AMERICAS SECURITIES, LLC	0.05%	10.17K	124K	10.17K	+100.00%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.07%	13.71K	167.28K	7	+0.05%
Dec 31, 2023	ELLEVEST, INC.	0.07%	13.73K	167.46K	13.73K	+100.00%
Dec 31, 2023	INVESCO LTD.	0.09%	17.09K	208.47K	-1.32K	-7.18%
Dec 31, 2023	RHUMBLINE ADVISERS	0.09%	17.11K	208.74K	-187	-1.08%
Dec 31, 2023	ETHIC INC.	0.1%	18.82K	229.57K	18.82K	+100.00%
Dec 31, 2023	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.1%	19.16K	233.76K	-4.17K	-17.87%
Dec 31, 2023	CITADEL ADVISORS LLC	0.01%	2.7K	32.94K	-5.1K	-65.38%
Dec 31, 2023	UBS GROUP AG	0.11%	21.56K	263.07K	11.94K	+123.98%
Dec 31, 2023	JPMORGAN CHASE & CO	0.12%	22.33K	272.39K	11.67K	+109.47%
Dec 31, 2023	HSBC HOLDINGS PLC	0.12%	23.77K	292.98K	-100	-0.42%
Dec 31, 2023	JANE STREET GROUP, LLC	0.13%	23.98K	292.56K	23.98K	+100.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.15%	29.72K	362.54K	-698	-2.29%
Dec 31, 2023	MARTINGALE ASSET MANAGEMENT L P	0.16%	30.95K	377.53K	701	+2.32%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	38.02K	463.81K	-2.14K	-5.34%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.21%	41.07K	501.11K	0	0
Dec 31, 2023	BARCLAYS PLC	0.21%	41.15K	503K	19.53K	+90.34%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.23%	44.87K	547.37M	4.03K	+9.87%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.24%	45.14K	3.7M	45.14K	+100.00%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.28%	54.07K	659.61K	-25.2K	-31.79%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.32%	61.69K	752.64K	61.69K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.34%	66.15K	806.98K	6.95K	+11.74%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.37%	70.67K	862.14K	2.35K	+3.44%
Dec 31, 2023	VANGUARD GROUP INC	0.39%	75.51K	921.19K	6.48K	+9.39%
Dec 31, 2023	MORGAN STANLEY	0.44%	84.25K	1.03M	25.58K	+43.60%
Dec 31, 2023	NORTHERN TRUST CORP	0.55%	105.39K	1.29M	2.51K	+2.44%
Dec 31, 2023		0.69%	132.07K	1.61M	132.07K	+100.00%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.8%	152.57K	1.86M	3.48K	+2.33%

Frequently Asked Questions