How many institutions own CMS 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 CMS shares is 1075, representing 101.01% of the company's common stock.

Who are the major shareholders selling CMS Energy Corporation stock?

NUVEEN, LLC, in the last quarter, reduced its stake in CMS by -15.39% restricting it's holding to 1.45 million shares of worth nearly $106.50M. UBS GROUP AG also lessened -22.25% of the CMS shares from its portfolio, reducing its holding to 1.8 million shares of worth $132.02M. GQG PARTNERS LLC also shunned CMS shares holding by -1.28% last quarter which brought its holding to 5.42 million shares worth $397.19M.

Investors who are buying CMS stock?

As per its latest 13F filing, BANK OF MONTREAL /CAN/ increased its stake in CMS by 31.45% in the last quarter. The institutional holder raised its holding to 680.37 thousand shares having worth more than $49.84M. ENERGY INCOME PARTNERS, LLC also added 0.84% more shares of CMS to its portfolio, raising its holding to 659.76 thousand shares of worth $48.33M. ING GROEP NV also increased its CMS shares holding by 8.92% which brought its holding to 639.2 thousand shares worth $46.83M.

CMS's major insiders: who are they?

The insider with the most stakes in CMS is WEBB THOMAS J , Vice Chairman at the company. Additionally, CMS stock is highly held by Senior Vice President Malone Daniel J and director RUSSELL JOHN G among others.

Did an insider recently sell CMS stock?

Company executives, directors, and other insiders own 0.51% percent of CMS Energy Corporation's stock. Within the last six months, there have been 3 transaction(s) in which CMS insiders have sold stock, totaling 8K shares. Insiders that have sold shares include HOFMEISTER BRANDON J., SNYDER LAUREN Y, and WRIGHT LAURA.

Which insider recently purchased CMS stock?

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

How much of CMS does insiders own?

Around 145.81K CMS Energy Corporation shares are held by insiders, which represents about 0.51% of CMS stock.

Who is the insider with the largest stake?

CMS Vice Chairman, WEBB THOMAS J holds the largest portfolio of the company's shares. CMS shares owned by WEBB total nearly 187.77 thousand.

Which institution holds the most shares in CMS?

BANK OF MONTREAL /CAN/ is the largest institutional owner in CMS which holds 680.37 thousand shares worth $49.84M or 0.23% of the total CMS shares outstanding followed by ENERGY INCOME PARTNERS, LLC with ownership of 659.76 thousand shares representing 0.22% of the CMS ownership. ING GROEP NV is the third largest stakeholder with 639.2 thousand shares or 0.21% of the ownership worth more than $46.83M.

Is CMS Energy Corporation 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 CMS is concerned, it is a stock which is optionable.

Is there a short position on CMS's shares?

Number of CMS shares short is 12.64M. 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 CMS shares are there?

As of today, 299.34M shares of CMS are outstanding.

Is there many float in CMS 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, CMS has 297.23M shares in float.

CMS 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 CMS is 5.45.

CMS Energy (CMS) 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 Shares4.22

Short Percent Of Float4.8

Shares Outstanding299.34M

Shares Float297.23M

Shares Short12.64M

Short Ratio5.45

4.8%

Short % of Float

4.22%

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

0.51% Percentage of Shares held by All Insiders

101.01% Percentage of Shares held by All Institutions

101.54% Percentage of Float held by Institutions

1075

Number of Institutions Holding Shares

Institutional Ownership

About 101.01% of CMS shares are held by financial institutions. BANK OF MONTREAL /CAN/ is the top corporate investor, holding 680.37K shares valued at $49.84M. A 0.23% stake in CMS Energy Corporation is owned by the company. ENERGY INCOME PARTNERS, LLC owns 659.76K shares valued at $48.33M, which translates its holding of 0.22% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.23%	680.37K	49.84M	162.8K	+31.45%
Sep 30, 2025	ENERGY INCOME PARTNERS, LLC	0.22%	659.76K	48.33M	5.48K	+0.84%
Sep 30, 2025	ING GROEP NV	0.21%	639.2K	46.83M	52.34K	+8.92%
Sep 30, 2025	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	0.21%	630.6K	46.2M	92.98K	+17.29%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.61%	1.82M	133.66M	363.55K	+24.88%
Sep 30, 2025	AMUNDI	0.64%	1.92M	140.72M	481.51K	+33.43%
Sep 30, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.49%	1.45M	106.5M	0	0
Sep 30, 2025	NUVEEN, LLC	0.49%	1.45M	106.5M	-264.39K	-15.39%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.5%	1.49M	109.16M	102.09K	+7.35%
Sep 30, 2025	SOROBAN CAPITAL PARTNERS LP	0.53%	1.59M	116.24M	151.57K	+10.56%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.54%	1.6M	117.15M	1.92K	+0.12%
Sep 30, 2025	UBS GROUP AG	0.6%	1.8M	132.02M	-515.87K	-22.25%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.43%	4.28M	313.69M	273.56K	+6.83%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.64%	4.9M	358.86M	128.86K	+2.70%
Sep 30, 2025	GQG PARTNERS LLC	1.82%	5.42M	397.19M	-70.43K	-1.28%
Sep 30, 2025	DEUTSCHE BANK AG\	1.87%	5.59M	409.27M	-335.99K	-5.67%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.9%	5.68M	416.15M	-252.93K	-4.26%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.04%	6.1M	446.64M	-874.21K	-12.54%
Sep 30, 2025	INVESCO LTD.	2.49%	7.44M	544.94M	276.05K	+3.85%
Sep 30, 2025	MILLER HOWARD INVESTMENTS INC /NY	0.19%	573.24K	42M	1.9K	+0.33%
Sep 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.2%	593.82K	43.5M	417.18K	+236.18%
Sep 30, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0.43%	1.29M	94.74M	-68.78K	-5.05%
Sep 30, 2025	JENNISON ASSOCIATES LLC	0.55%	1.65M	121.04M	-200.02K	-10.80%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.9%	2.7M	197.71M	517.66K	+23.73%
Sep 30, 2025	NORTHERN TRUST CORP	0.94%	2.81M	206.09M	-66.12K	-2.30%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.2%	600.58K	44M	9.2K	+1.56%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	763.14K	55.91M	5.21K	+0.69%
Sep 30, 2025	ABRDN PLC	0.26%	766.41K	55.77M	-80.88K	-9.55%
Sep 30, 2025	VANGUARD GROUP INC	13.12%	39.17M	2.87B	126.17K	+0.32%
Sep 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.45%	1.33M	97.17M	0	0
Sep 30, 2025	TRUIST FINANCIAL CORP	0.24%	720.82K	52.81M	-993.43K	-57.95%
Sep 30, 2025	BAHL & GAYNOR INC	0.24%	720.06K	52.75M	-4.76K	-0.66%
Sep 30, 2025	RHUMBLINE ADVISERS	0.24%	704.21K	51.59M	13.75K	+1.99%
Sep 30, 2025	MACQUARIE GROUP LTD	0.62%	1.86M	136.48M	389.11K	+26.40%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.65%	1.94M	141.99M	12.26K	+0.64%
Sep 30, 2025	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.33%	972.15K	71.22M	-11.95K	-1.21%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	2.51%	7.48M	547.83M	2.33M	+45.19%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.73%	8.14M	593.94M	118.79K	+1.48%
Sep 30, 2025	SOROS FUND MANAGEMENT LLC	0.26%	776.23K	56.87M	776.23K	+100.00%
Sep 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.26%	779.27K	57.09M	779.27K	+100.00%
Sep 30, 2025	STATE STREET CORP	5.96%	17.79M	1.3B	331.57K	+1.90%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.28%	850.11K	62.28M	-56K	-6.18%
Sep 30, 2025	SWISS NATIONAL BANK	0.29%	862.2K	63.16M	-43.2K	-4.77%
Sep 30, 2025	CITIGROUP INC	0.29%	876K	64.18M	18.34K	+2.14%
Sep 30, 2025	AVIVA PLC	0.27%	815.36K	59.73M	50.47K	+6.60%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.96%	8.84M	647.81M	-489.17K	-5.24%
Sep 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.7%	2.09M	153.07M	-39.67K	-1.86%
Sep 30, 2025	FIL LTD	0.99%	2.96M	217.1M	2.03K	+0.07%
Sep 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	1.7%	5.09M	372.59M	234.85K	+4.84%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.3%	892.33K	65.37M	-192.29K	-17.73%
Sep 30, 2025	UNISUPER MANAGEMENT PTY LTD	0.3%	903.65K	66.2M	3.47K	+0.39%
Sep 30, 2025	ROYAL BANK OF CANADA	0.33%	990.59K	72.57M	83.05K	+9.15%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.37%	1.1M	80.9M	75.24K	+7.31%
Sep 30, 2025	REAVES W H & CO INC	0.72%	2.15M	157.44M	276.48K	+14.76%
Sep 30, 2025	BARCLAYS PLC	0.74%	2.19M	160.77M	885.65K	+67.67%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.95%	2.84M	207.74M	-61.64K	-2.13%
Sep 30, 2025	CITADEL ADVISORS LLC	1.01%	3.02M	221.14M	873.18K	+40.70%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.12%	3.34M	244.85M	30.62K	+0.92%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.28%	824.58K	60.41M	178.87K	+27.70%
Sep 30, 2025	FMR LLC	0.28%	836.85K	61.31M	178.49K	+27.11%
Sep 30, 2025	LORD, ABBETT & CO. LLC	1.14%	3.4M	249.21M	153.45K	+4.72%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.14%	3.41M	249.73M	-1.21M	-26.27%
Sep 30, 2025	JPMORGAN CHASE & CO	6.34%	18.92M	1.39B	-1.89M	-9.10%
Sep 30, 2025	BLACKROCK, INC.	10.4%	31.04M	2.27B	205.85K	+0.67%
Sep 30, 2025	MORGAN STANLEY	1.81%	5.4M	395.96M	-819.87K	-13.17%
Sep 30, 2025	PARTNERS GROUP HOLDING AG	0.18%	534.64K	39.17M	-77.32K	-12.63%
Sep 30, 2025	FISHER FUNDS MANAGEMENT LTD	0.18%	543.11K	39.79M	-237.49K	-30.42%
Sep 30, 2025	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	0.19%	561.47K	41.13M	-11.61K	-2.03%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.16%	479.56K	33.22M	-68.61K	-12.52%
Jun 30, 2025	RWC ASSET MANAGEMENT LLP	0.16%	485.83K	33.66M	-28.54K	-5.55%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.16%	491.28K	33.84B	973	+0.20%
Jun 30, 2025	FMR LLC	0.22%	658.36K	45.61B	-271.39K	-29.19%
Jun 30, 2025	RAILWAY PENSION INVESTMENTS LTD	0.23%	681.2K	47.19M	0	0
Jun 30, 2025	AVIVA PLC	0.26%	764.89K	52.99M	49.16K	+6.87%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	802.41K	55.59M	261.32K	+48.30%
Jun 30, 2025	ABRDN PLC	0.28%	847.29K	58.7M	-69.31K	-7.56%
Jun 30, 2025	REAVES W H & CO INC	0.63%	1.87M	129.73M	1.51M	+418.17%
Jun 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.71%	2.13M	147.51M	-135.3K	-5.98%
Jun 30, 2025	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	0.18%	537.62K	37.25M	-16.38K	-2.96%
Jun 30, 2025	MILLER HOWARD INVESTMENTS INC /NY	0.19%	571.34K	39.58M	4.15K	+0.73%
Jun 30, 2025	ING GROEP NV	0.2%	586.86K	40.66M	548.71K	+1,438.17%
Jun 30, 2025	PERPETUAL LTD	0.68%	2.04M	141.45M	-114.25K	-5.30%
Jun 30, 2025	LORD, ABBETT & CO. LLC	1.09%	3.25M	225.04M	945.89K	+41.08%
Jun 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	1.63%	4.85M	336.07M	83.57K	+1.75%
Jun 30, 2025	GQG PARTNERS LLC	1.84%	5.49M	380.49M	5.41M	+6,715.36%
Jun 30, 2025	MORGAN STANLEY	2.09%	6.22M	431.25B	542.9K	+9.56%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.11%	319.52K	22.14M	-36.77K	-10.32%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	320.12K	22.18M	-36.98K	-10.36%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.2%	591.38K	40.97M	58.02K	+10.88%
Jun 30, 2025	PARTNERS GROUP HOLDING AG	0.2%	611.96K	42.4M	-70.13K	-10.28%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.21%	618.74K	42.87M	618.74K	+100.00%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.21%	634.19K	43.94M	328.7K	+107.59%
Jun 30, 2025	ENERGY INCOME PARTNERS, LLC	0.22%	654.28K	45.33M	21.39K	+3.38%
Jun 30, 2025	BAHL & GAYNOR INC	0.24%	724.82K	50.22M	62.88K	+9.50%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	757.92K	52.51M	28.47K	+3.90%
Jun 30, 2025	FIL LTD	0.99%	2.96M	205.16M	14.53K	+0.49%
Jun 30, 2025	BLACKROCK, INC.	10.33%	30.83M	2.14B	32.86K	+0.11%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	3.13%	9.33M	646.51M	-296.88K	-3.08%
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.13%	380.65K	26.37M	94.64K	+33.09%
Jun 30, 2025	CIDEL ASSET MANAGEMENT INC	0.11%	322.66K	22.35M	45.72K	+16.51%
Jun 30, 2025	ZIMMER PARTNERS, LP	0.1%	302.14K	20.93M	302.14K	+100.00%
Jun 30, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	0.1%	292.23K	20.25M	-5.11K	-1.72%
Jun 30, 2025	ARTEMIS INVESTMENT MANAGEMENT LLP	0.1%	291.22K	20.18M	35.76K	+14.00%
Jun 30, 2025	TORTOISE CAPITAL ADVISORS, L.L.C.	0.1%	291.12K	20.17M	-166.69K	-36.41%
Jun 30, 2025	AVALON TRUST CO	0.1%	290.37K	20.12M	2.35K	+0.82%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.1%	284.21K	19.69M	-12.46K	-4.20%
Jun 30, 2025	BANK OF NOVA SCOTIA	0.09%	259.97K	18.01M	223.44K	+611.67%
Jun 30, 2025	BECK BODE, LLC	0.09%	258.29K	17.89M	10.1K	+4.07%
Jun 30, 2025	COVEA FINANCE	0.08%	236.05K	16.35M	62.65K	+36.13%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.08%	226.64K	15.7M	-87.47K	-27.85%
Jun 30, 2025	AVENTAIL CAPITAL GROUP, LP	0.07%	201.66K	13.97M	-2.65K	-1.29%
Jun 30, 2025	MAGELLAN ASSET MANAGEMENT LTD	0.07%	200.55K	13.89M	-847	-0.42%
Jun 30, 2025	VANGUARD GROUP INC	13.08%	39.04M	2.7B	702.71K	+1.83%
Jun 30, 2025	JPMORGAN CHASE & CO	6.97%	20.82M	1.44B	-2.56M	-10.93%
Jun 30, 2025	STATE STREET CORP	5.85%	17.46M	1.21B	776.48K	+4.66%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.69%	8.02M	553.44M	130.06K	+1.65%
Jun 30, 2025	INVESCO LTD.	2.4%	7.16M	496.21M	142.91K	+2.04%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.34%	6.97M	482.94M	-9.58M	-57.89%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.34%	4.01M	277.69B	-475.32K	-10.60%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.97%	2.9M	200.72M	-107.59K	-3.58%
Jun 30, 2025	NORTHERN TRUST CORP	0.96%	2.88M	199.48M	-147.04K	-4.86%
Jun 30, 2025	UBS GROUP AG	0.78%	2.32M	160.59M	580.59K	+33.42%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.73%	2.18M	151.11M	-108.11K	-4.72%
Jun 30, 2025	CITADEL ADVISORS LLC	0.72%	2.15M	148.63B	728.09K	+51.37%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.65%	1.93M	133.42M	22.99K	+1.21%
Jun 30, 2025	AMUNDI	0.48%	1.44M	100.38M	-1.34M	-48.24%
Jun 30, 2025	SOROBAN CAPITAL PARTNERS LP	0.48%	1.44M	99.43M	980.73K	+215.81%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.47%	1.39M	96.16M	45.81K	+3.41%
Jun 30, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0.46%	1.36M	94.36M	-59.61K	-4.19%
Jun 30, 2025	ROYAL BANK OF CANADA	0.3%	907.53K	62.88M	-131.43K	-12.65%
Jun 30, 2025	SWISS NATIONAL BANK	0.3%	905.4K	62.73M	62.7K	+7.44%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.99%	5.93M	411.06M	-290.3K	-4.66%
Jun 30, 2025	DEUTSCHE BANK AG\	1.98%	5.92M	410.31M	1.12M	+23.24%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	1.73%	5.15M	356.94M	4.61M	+847.15%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.6%	4.77M	330.11M	-158.9K	-3.22%
Jun 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.45%	1.33M	91.61M	1.06K	+0.08%
Jun 30, 2025	BARCLAYS PLC	0.44%	1.31M	90.68M	18.02K	+1.40%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.3%	906.11K	62.78M	38.34K	+4.42%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.54%	1.6M	110.65M	-102.44K	-6.03%
Jun 30, 2025	NORGES BANK	1.16%	3.45M	238.95M	3.45M	+100.00%
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.36%	1.08M	75.14M	-249.44K	-18.70%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.57%	1.71M	118.76M	-43.5K	-2.47%
Jun 30, 2025		0.58%	1.72M	119.03M	296.93K	+20.89%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.55%	4.62M	320.32M	1.22M	+35.70%
Jun 30, 2025	CITIGROUP INC	0.29%	857.66K	59.42M	-140.62K	-14.09%
Jun 30, 2025	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.33%	984.1K	68.18M	-16.26K	-1.63%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.34%	1.03M	71.29M	-97.16K	-8.63%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.35%	1.04M	71.96M	70.91K	+7.33%
Jun 30, 2025	MACQUARIE GROUP LTD	0.49%	1.47M	102.11M	172.01K	+13.21%
Jun 30, 2025	NUVEEN, LLC	0.58%	1.72M	119.03M	296.93K	+20.89%
Jun 30, 2025	BROOKFIELD CORP /ON/	0.3%	884.64K	61.29M	-188.9K	-17.60%
Jun 30, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.49%	1.45M	100.71M	71.62K	+5.18%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.49%	1.46M	101.21M	1.33M	+1,048.70%
Jun 30, 2025	UNISUPER MANAGEMENT PTY LTD	0.3%	900.17K	62.36M	280.48K	+45.26%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.11%	3.31M	229.43M	174.98K	+5.58%
Jun 30, 2025	JENNISON ASSOCIATES LLC	0.62%	1.85M	128.32M	-20.14K	-1.08%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.14%	404.54K	28.03M	3.32K	+0.83%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.14%	408.56K	28.65M	-21.34K	-4.96%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.14%	415.06K	28.76M	17.96K	+4.52%
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	0.14%	420.31K	29.12M	-57.46K	-12.03%
Jun 30, 2025	TREDJE AP-FONDEN	0.14%	432.46K	29.96M	344.21K	+390.03%
Jun 30, 2025	M&T BANK CORP	0.15%	433.28K	30.02M	-3.25K	-0.74%
Jun 30, 2025	APG ASSET MANAGEMENT N.V.	0.15%	460.6K	27.18M	148.32K	+47.50%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.65%	7.89M	590.85M	282.03K	+3.71%
Mar 31, 2025	TD ASSET MANAGEMENT INC	0.29%	867.77K	65.18M	298.68K	+52.48%
Mar 31, 2025	INVESCO LTD.	2.35%	7.02M	527.23M	1.96M	+38.77%
Mar 31, 2025	AMUNDI	0.93%	2.78M	210.13M	-31.49K	-1.12%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.45%	1.34M	100.81M	-25.76K	-1.88%
Mar 31, 2025	MACQUARIE GROUP LTD	0.44%	1.3M	97.78B	-114.56K	-8.09%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	967.78K	72.69M	113.06K	+13.23%
Mar 31, 2025	ABRDN PLC	0.31%	916.6K	68.47M	-64.05K	-6.53%
Mar 31, 2025	BLACKROCK, INC.	10.33%	30.8M	2.31B	-525.69K	-1.68%
Mar 31, 2025	JPMORGAN CHASE & CO	7.84%	23.37M	1.76B	-2.21M	-8.66%
Mar 31, 2025	STATE STREET CORP	5.59%	16.68M	1.25B	503.54K	+3.11%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.64%	1.9M	142.92M	23.58K	+1.25%
Mar 31, 2025	JENNISON ASSOCIATES LLC	0.63%	1.87M	140.63M	-59.32K	-3.07%
Mar 31, 2025	CITIGROUP INC	0.33%	998.29K	74.98M	393.33K	+65.02%
Mar 31, 2025		0.26%	780.61K	58.63M	-31.14K	-3.84%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.77%	2.29M	171.94M	3.56K	+0.16%
Mar 31, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.76%	2.26M	170.08M	-219.05K	-8.82%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	5.55%	16.55M	1.24B	2.3M	+16.12%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	3.23%	9.63M	723.21M	-112.74K	-1.16%
Mar 31, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	1.6%	4.77M	358.08M	-97.79K	-2.01%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.5%	4.48M	336.76M	753.17K	+20.19%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.14%	3.41M	255.91M	783.08K	+29.84%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.05%	3.14M	235.59M	103.94K	+3.43%
Mar 31, 2025	NORTHERN TRUST CORP	1.01%	3.03M	227.31M	39.85K	+1.33%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.45%	1.33M	100.2M	-40.26K	-2.93%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.38%	1.13M	84.59M	247.4K	+28.15%
Mar 31, 2025	LORD, ABBETT & CO. LLC	0.77%	2.3M	172.93M	970.51K	+72.87%
Mar 31, 2025	PERPETUAL LTD	0.72%	2.16M	161.94M	81.87K	+3.95%
Mar 31, 2025	DEUTSCHE BANK AG\	1.61%	4.81M	360.97M	-80.76K	-1.65%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	1.01%	3M	225.7M	-82.37K	-2.67%
Mar 31, 2025	FIL LTD	0.99%	2.95M	221.33M	8.71K	+0.30%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.59%	1.76M	132.02M	136.19K	+8.40%
Mar 31, 2025	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.34%	1M	75.14M	-413.95K	-29.27%
Mar 31, 2025	FMR LLC	0.31%	929.75K	69.83M	335.63K	+56.49%
Mar 31, 2025	UBS GROUP AG	0.58%	1.74M	130.5M	522.58K	+43.02%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.57%	1.7M	127.65M	-127.59K	-6.98%
Mar 31, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0.48%	1.42M	106.77M	-177.43K	-11.10%
Mar 31, 2025	CITADEL ADVISORS LLC	0.48%	1.42M	106.45M	1.42M	+100.00%
Mar 31, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.46%	1.38M	103.81M	-51K	-3.56%
Mar 31, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.45%	1.33M	97.91M	-1.06K	-0.08%
Mar 31, 2025	BARCLAYS PLC	0.43%	1.29M	96.95M	444.52K	+52.52%
Mar 31, 2025	BROOKFIELD CORP /ON/	0.36%	1.07M	80.63M	-53.28K	-4.73%
Mar 31, 2025	SWISS NATIONAL BANK	0.28%	842.7K	63.3M	-1.3K	-0.15%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.09%	6.22M	467.46M	305.22K	+5.16%
Mar 31, 2025	MORGAN STANLEY	1.91%	5.68M	426.76M	-104.15K	-1.80%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.65%	4.93M	370.76M	-996	-0.02%
Mar 31, 2025	ROYAL BANK OF CANADA	0.35%	1.04M	78.04M	93.21K	+9.86%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.3%	896.31K	67.32M	265.32K	+42.05%
Mar 31, 2025	VANGUARD GROUP INC	12.86%	38.34M	2.88B	166.33K	+0.44%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.36%	1.04M	62.71M	966.54K	+1,328.14%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.57%	1.66M	102.88M	-381.82K	-18.66%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.58%	1.7M	102.47M	-114.91K	-6.34%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.6%	1.74M	104.69M	54.69K	+3.25%
Mar 31, 2024	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.63%	1.87M	113.06M	-2.06M	-52.34%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.67%	1.99M	120.3M	8.87K	+0.45%
Mar 31, 2024	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.68%	2.02M	121.75M	-158.06K	-7.26%
Mar 31, 2024	JENNISON ASSOCIATES LLC	0.7%	2.08M	125.38M	2.68K	+0.13%
Mar 31, 2024	MAGELLAN ASSET MANAGEMENT LTD	0.74%	2.19M	132.12M	-595.77K	-21.39%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.82%	2.4M	144.59M	110.02K	+4.81%
Mar 31, 2024	PERPETUAL LTD	0.88%	2.61M	157.31M	134.04K	+5.42%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	0.93%	2.75M	165.8M	-2.85M	-50.88%
Mar 31, 2024	NORTHERN TRUST CORP	0.96%	2.78M	167.92M	-129.66K	-4.45%
Mar 31, 2024	FIL LTD	0.97%	2.88M	173.99M	370	+0.01%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.99%	2.92M	176.29M	-199.67K	-6.40%
Mar 31, 2024	AMUNDI	1.36%	4.04M	236.26M	-56.63K	-1.38%
Mar 31, 2024	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	1.4%	4.16M	251.25M	-141.75K	-3.29%
Mar 31, 2024	INVESCO LTD.	1.61%	4.68M	282.65M	-33.81K	-0.72%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	2.09%	6.2M	373.88M	-12.67K	-0.20%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.18%	6.33M	382.23M	434.7K	+7.37%
Mar 31, 2024	BLACKROCK INC.	9.34%	27.21M	1.64B	-2.09M	-7.15%
Mar 31, 2024	VANGUARD GROUP INC	12.64%	36.81M	2.22B	-231.2K	-0.62%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.04%	3.08M	185.67M	3.05M	+11,484.44%
Mar 31, 2024	MORGAN STANLEY	2.23%	6.48M	391.24M	-195.06K	-2.92%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	2.33%	6.79M	409.36M	124.95K	+1.88%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.44%	7.12M	428.3M	337.1K	+4.97%
Mar 31, 2024	STATE STREET CORP	6.16%	17.93M	1.08B	741.39K	+4.31%
Mar 31, 2024	UBS GROUP AG	0.36%	1.03M	62.43M	-42.49K	-3.94%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.36%	1.05M	63.23M	9.02K	+0.87%
Mar 31, 2024	LORD, ABBETT & CO. LLC	0.38%	1.11M	67.22M	767.19K	+221.22%
Mar 31, 2024	UNISUPER MANAGEMENT PTY LTD	0.38%	1.12M	67.3M	152.19K	+15.80%
Mar 31, 2024	HITE HEDGE ASSET MANAGEMENT LLC	0.38%	1.13M	68.05M	350.78K	+45.15%
Mar 31, 2024	ABRDN PLC	0.38%	1.14M	68.73M	31.02K	+2.80%
Mar 31, 2024	CEREDEX VALUE ADVISORS LLC	0.39%	1.16M	69.76M	-73.82K	-6.00%
Mar 31, 2024	HSBC HOLDINGS PLC	0.4%	1.15M	69.64M	82.69K	+7.72%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.4%	1.18M	71.04M	974.27K	+479.80%
Mar 31, 2024	BROOKFIELD CORP /ON/	0.41%	1.21M	72.81M	-133.36K	-9.95%
Mar 31, 2024	DEKABANK DEUTSCHE GIROZENTRALE	0.45%	1.33M	79.28M	421.06K	+46.18%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.48%	1.39M	83.95M	-67.44K	-4.62%
Mar 31, 2024	REAVES W H & CO INC	0.5%	1.48M	89.38M	-316.61K	-17.61%
Mar 31, 2024	MACQUARIE GROUP LTD	0.52%	1.5M	90.71M	31K	+2.11%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.54%	1.59M	96M	1.37M	+629.10%
Mar 31, 2024	DEUTSCHE BANK AG\	0.55%	1.61M	97.02M	806.97K	+100.76%
Mar 31, 2024	PICTET ASSET MANAGEMENT HOLDING SA	1.15%	3.41M	205.89M	-1.08M	-24.07%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.15%	3.42M	206.18M	-39.66K	-1.15%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	1.24%	3.62M	218.43M	-1.63M	-31.11%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.27%	3.69M	222.71M	541.64K	+17.20%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.27%	3.7M	223.21M	-331.13K	-8.22%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	1.34%	3.99M	240.46M	44.61K	+1.13%
Mar 31, 2024	JPMORGAN CHASE & CO	7.78%	22.66M	1.37B	2.79M	+14.02%
Mar 31, 2024	MILLER HOWARD INVESTMENTS INC /NY	0.23%	660.03K	39.83M	109.17K	+19.82%
Mar 31, 2024	PARTNERS GROUP HOLDING AG	0.23%	665.16K	40.14M	-28.92K	-4.17%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	0.24%	690.29K	41.65M	-142.05K	-17.07%
Mar 31, 2024	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.25%	740.68K	44.69M	-270.21K	-26.73%
Mar 31, 2024	ING GROEP NV	0.26%	746.28K	45.03B	259.95K	+53.45%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	749.35K	45.22M	-14.2K	-1.86%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.27%	775.45K	46.79M	248.49K	+47.15%
Mar 31, 2024	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.28%	816.34K	49.26M	-1.96M	-70.62%
Mar 31, 2024	STRS OHIO	0.3%	868.61K	52.41M	105.31K	+13.80%
Mar 31, 2024	1832 ASSET MANAGEMENT L.P.	0.3%	873.37K	52.7M	-633.31K	-42.03%
Mar 31, 2024	SWISS NATIONAL BANK	0.3%	873.8K	52.73M	-38.4K	-4.21%
Mar 31, 2024	APG ASSET MANAGEMENT N.V.	0.32%	919.88K	51.39M	10.37K	+1.14%
Mar 31, 2024	CREDIT SUISSE AG/	0.33%	974.54K	58.8M	-26.67K	-2.66%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.34%	1M	60.09M	-442.43K	-30.62%
Dec 31, 2023		1.53%	4.49M	260.96M	-204.4K	-4.35%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	1.78%	5.25M	305.15M	-94.62K	-1.77%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	1.9%	5.59M	324.82M	65.97K	+1.19%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2%	5.9M	342.6M	-388.8K	-6.18%
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	2.11%	6.21M	360.54M	1.23M	+24.82%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	2.26%	6.66M	386.83M	-211.91K	-3.08%
Dec 31, 2023	MORGAN STANLEY	2.27%	6.68M	387.85M	1.09M	+19.43%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.3%	6.78M	392.66M	140.82K	+2.12%
Dec 31, 2023	STATE STREET CORP	5.84%	17.19M	998.28M	596.74K	+3.60%
Dec 31, 2023	JPMORGAN CHASE & CO	6.75%	19.88M	1.15B	-1.24M	-5.85%
Dec 31, 2023	BLACKROCK INC.	9.95%	29.3M	1.7B	2.92M	+11.07%
Dec 31, 2023	VANGUARD GROUP INC	12.58%	37.04M	2.15B	-185.34K	-0.50%
Dec 31, 2023	FMR LLC	0.33%	974.01K	56.56M	118.6K	+13.86%
Dec 31, 2023	CREDIT SUISSE AG/	0.34%	1M	58.14M	81.46K	+8.86%
Dec 31, 2023	INVESCO LTD.	1.6%	4.72M	273.98M	55.02K	+1.18%
Dec 31, 2023	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.34%	1.01M	58.7M	-70.24K	-6.50%
Dec 31, 2023	COHEN & STEERS, INC.	0.35%	1.03M	59.99M	0	0
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.35%	1.04M	60.33M	18.64K	+1.83%
Dec 31, 2023	HSBC HOLDINGS PLC	0.36%	1.07M	62.1M	611.28K	+132.83%
Dec 31, 2023	UBS GROUP AG	0.37%	1.08M	62.55M	562.6K	+109.35%
Dec 31, 2023	ABRDN PLC	0.38%	1.11M	64.34M	-2.04M	-64.76%
Dec 31, 2023	CEREDEX VALUE ADVISORS LLC	0.42%	1.23M	71.42M	-617.18K	-33.41%
Dec 31, 2023	BROOKFIELD CORP /ON/	0.46%	1.34M	77.82M	119.02K	+9.75%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.48%	1.42M	82.35M	160.04K	+12.72%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.49%	1.45M	84.02M	54.61K	+3.93%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.5%	1.46M	84.71M	-65.64K	-4.31%
Dec 31, 2023	MACQUARIE GROUP LTD	0.5%	1.47M	85.51M	28.55K	+1.98%
Dec 31, 2023	1832 ASSET MANAGEMENT L.P.	0.51%	1.51M	87.49M	225.87K	+17.64%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.57%	1.68M	97.58M	40.3K	+2.46%
Dec 31, 2023	REAVES W H & CO INC	0.61%	1.8M	104.4M	-8.35K	-0.46%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.62%	1.81M	105.28M	-20.77K	-1.13%
Dec 31, 2023	NORGES BANK	0.65%	1.91M	111M	1.91M	+100.00%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.67%	1.98M	115.26M	244.04K	+14.02%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.7%	2.05M	122.02M	875.73K	+74.82%
Dec 31, 2023	JENNISON ASSOCIATES LLC	0.7%	2.08M	120.51M	-37.71K	-1.78%
Dec 31, 2023	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.74%	2.18M	126.35M	-35.44K	-1.60%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.78%	2.29M	132.76M	221.41K	+10.72%
Dec 31, 2023	PERPETUAL LTD	0.84%	2.47M	143.61M	7.85K	+0.32%
Dec 31, 2023	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.94%	2.78M	161.37M	-275.18K	-9.01%
Dec 31, 2023	MAGELLAN ASSET MANAGEMENT LTD	0.95%	2.79M	161.74M	-378.41K	-11.96%
Dec 31, 2023	FIL LTD	0.98%	2.88M	167.43M	-3.97K	-0.14%
Dec 31, 2023	NORTHERN TRUST CORP	0.99%	2.91M	169.13M	-88.01K	-2.93%
Dec 31, 2023	FRANKLIN RESOURCES INC	1.06%	3.12M	181.26M	-302.87K	-8.85%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.07%	3.15M	182.88M	742.39K	+30.84%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.17%	3.46M	200.73M	883.18K	+34.32%
Dec 31, 2023	EXODUSPOINT CAPITAL MANAGEMENT, LP	1.34%	3.93M	228.29M	730.8K	+22.83%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	1.34%	3.94M	228.83M	607.14K	+18.21%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.37%	4.03M	234.04M	-487.88K	-10.80%
Dec 31, 2023	AMUNDI	1.39%	4.1M	243.22M	976.27K	+31.29%
Dec 31, 2023	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	1.46%	4.31M	250.03M	3.28M	+320.92%

Insiders

Among the CMS insiders holding of 0.51% of the stake in company, WEBB THOMAS J, Vice Chairman, holds the largest shares of 187.77K. MALONE DANIEL J, Senior Vice President, is the second largest CMS insider with ownership of 148.62K shares. RUSSELL JOHN G, director, stands third with possession of 144.06K shares of that stake.

Insiders	Designation	Shares Held
WEBB THOMAS J	Vice Chairman	187.77K
MALONE DANIEL J	Senior Vice President	148.62K
RUSSELL JOHN G	director	144.06K
REYNOLDS CATHERINE M	SVP and General Counsel	121.21K
MENGEBIER DAVID G	Senior Vice President	117.52K
RICH BRIAN F	Senior Vice President	94.49K
HOFMEISTER BRANDON J.	Senior Vice President	64.26K
JOHNSON SHAUN M	SVP and General Counsel	57.3K
BROSSOIT JEAN-FRANCOIS	Senior Vice President	54.69K
HENDRIAN CATHERINE A	Senior Vice President	48.44K
WRIGHT LAURA	director	38.79K
VENKAT DHENUVAKONDA RAO	Senior Vice President	35.24K
BARBA GLENN P	Vice President, CAO	27.1K
MCINTOSH SCOTT B	VP, Controller, CAO	21.64K
BARFIELD JON E	director	14.56K
SNYDER LAUREN Y	Senior Vice President	13.51K
ROCHOW GARRICK J	Senior Vice President	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 03, 2025	HOFMEISTER BRANDON J.	SALE	72.47	3.78K	273.72K	64.26K
Sep 05, 2025	SNYDER LAUREN Y	SALE	71.26	2.22K	158.2K	13.51K
Aug 08, 2025	HOFMEISTER BRANDON J.	SALE	73.62	2K	147.25K	68.04K
May 06, 2025	HOFMEISTER BRANDON J.	SALE	73.61	2.2K	161.79K	69.57K
Mar 03, 2025	HOFMEISTER BRANDON J.	SALE	73.77	2K	147.54K	71.93K
Feb 19, 2025	WRIGHT LAURA	SALE	69.84	1.8K	125.93K	38.79K
Feb 13, 2025	MCINTOSH SCOTT B	SALE	69.76	6.7K	467.39K	21.64K
Dec 19, 2024	RUSSELL JOHN G	SALE	65.85	28.75K	1.89M	144.06K
Dec 13, 2024	HOFMEISTER BRANDON J.	SALE	67.22	2K	134.44K	63.2K
Nov 21, 2024	MCINTOSH SCOTT B	SALE	68.50	936	64.12K	24.42K
Nov 18, 2024	HOFMEISTER BRANDON J.	SALE	68.17	2K	136.34K	64.77K
Sep 04, 2024	HOFMEISTER BRANDON J.	SALE	68.85	2K	137.71K	66.77K
Aug 01, 2024	RICH BRIAN F	SALE	66.00	4K	263.98K	94.49K
Jun 13, 2024	HOFMEISTER BRANDON J.	SALE	59.98	1.67K	99.99K	68.33K
Jun 07, 2024	BARFIELD JON E	SALE	60.79	2.36K	143.46K	14.56K
May 02, 2024	RICH BRIAN F	SALE	61.10	2K	122.21K	97.68K
Feb 23, 2024	HOFMEISTER BRANDON J.	SALE	57.78	3.5K	202.24K	68.97K
Dec 07, 2023	HOFMEISTER BRANDON J.	SALE	57.90	1K	57.9K	61.16K
Nov 08, 2023	RICH BRIAN F	SALE	54.90	5K	274.5K	88.18K
Nov 02, 2023	RUSSELL JOHN G	SALE	55.59	17.36K	964.83K	169.9K
Sep 13, 2023	HOFMEISTER BRANDON J.	SALE	56.27	1.67K	93.81K	61.77K
Aug 15, 2023	BARFIELD JON E	SALE	56.06	2.35K	131.46K	13.98K
Jun 12, 2023	HENDRIAN CATHERINE A	SALE	60.26	7.5K	451.96K	48.44K
Mar 16, 2023	RICH BRIAN F	SALE	61.72	4K	246.88K	91.93K
Mar 13, 2023	HOFMEISTER BRANDON J.	SALE	60.00	1.25K	75K	62.88K
Mar 09, 2023	HOFMEISTER BRANDON J.	SALE	60.00	1.25K	75K	64.13K
Feb 13, 2023	JOHNSON SHAUN M	SALE	61.74	814	50.25K	57.3K
Nov 28, 2022	JOHNSON SHAUN M	SALE	60.80	420	25.54K	44.43K
Nov 01, 2022	MCINTOSH SCOTT B	SALE	57.37	6.1K	349.72K	16.81K
Oct 31, 2022	MCINTOSH SCOTT B	SALE	57.17	875	50.03K	22.91K
Jun 10, 2022	JOHNSON SHAUN M	SALE	67.77	736	49.88K	44.54K
Jun 09, 2022	BARFIELD JON E	SALE	69.44	1.27K	87.98K	13.62K
Jun 01, 2022	MCINTOSH SCOTT B	SALE	70.86	703	49.82K	23.64K
May 31, 2022	MCINTOSH SCOTT B	SALE	71.21	703	50.06K	24.2K
May 11, 2022	VENKAT DHENUVAKONDA RAO	SALE	69.20	281	19.45K	35.24K
Mar 14, 2022	HENDRIAN CATHERINE A	SALE	66.09	6.52K	430.98K	47.12K
Nov 17, 2021	RICH BRIAN F	SALE	60.32	3.5K	211.12K	72.12K
Sep 01, 2021	BROSSOIT JEAN-FRANCOIS	SALE	64.82	770	49.91K	54.69K
Aug 23, 2021	BARFIELD JON E	SALE	64.08	4.12K	264.01K	12.48K
Aug 11, 2021	RICH BRIAN F	SALE	63.14	3.5K	220.99K	75.08K
Aug 09, 2021	BARBA GLENN P	SALE	63.10	12.8K	807.68K	27.1K
Aug 05, 2021	HENDRIAN CATHERINE A	SALE	62.80	7.99K	501.81K	43.86K
Mar 10, 2021	BROSSOIT JEAN-FRANCOIS	SALE	57.21	3.01K	172.22K	55.66K
Sep 09, 2020	BROSSOIT JEAN-FRANCOIS	SALE	62.25	1.6K	99.6K	46.07K
Sep 03, 2020	BROSSOIT JEAN-FRANCOIS	SALE	61.66	1.62K	99.89K	47.67K
Sep 01, 2020	BROSSOIT JEAN-FRANCOIS	SALE	60.25	2.46K	148.22K	49.29K
Aug 31, 2020	VENKAT DHENUVAKONDA RAO	SALE	60.43	430	25.99K	32.17K
Aug 25, 2020	BROSSOIT JEAN-FRANCOIS	SALE	61.00	699	42.64K	51.55K
Aug 17, 2020	VENKAT DHENUVAKONDA RAO	SALE	61.30	800	49.04K	32.6K
Aug 14, 2020	BARFIELD JON E	SALE	60.96	4.8K	292.59K	14.16K
Aug 11, 2020	VENKAT DHENUVAKONDA RAO	SALE	62.80	770	48.35K	33.4K
Aug 10, 2020	HENDRIAN CATHERINE A	SALE	62.78	1.58K	99.44K	41.22K
Aug 07, 2020	BROSSOIT JEAN-FRANCOIS	SALE	63.00	780	49.14K	52.25K
Aug 07, 2020	HENDRIAN CATHERINE A	SALE	63.07	792	49.95K	42.8K
May 26, 2020	BROSSOIT JEAN-FRANCOIS	SALE	56.41	891	50.26K	52.82K
May 21, 2020	VENKAT DHENUVAKONDA RAO	SALE	55.76	875	48.79K	34.09K
May 18, 2020	BROSSOIT JEAN-FRANCOIS	SALE	56.00	892	49.95K	55.49K
May 14, 2020	HENDRIAN CATHERINE A	SALE	54.17	1.84K	99.84K	43.27K
May 12, 2020	BROSSOIT JEAN-FRANCOIS	SALE	55.75	896	49.95K	58.19K
May 12, 2020	RICH BRIAN F	SALE	55.64	7.5K	417.32K	64.09K
Apr 01, 2020	RUSSELL JOHN G	SALE	55.38	2.85K	157.95K	178.91K
Mar 02, 2020	RUSSELL JOHN G	SALE	63.08	2.7K	170.32K	184.51K
Feb 03, 2020	RUSSELL JOHN G	SALE	68.57	5.6K	383.96K	190.11K
Jan 02, 2020	RUSSELL JOHN G	SALE	62.46	5.6K	349.8K	195.71K
Dec 02, 2019	RUSSELL JOHN G	SALE	61.03	5.6K	341.79K	201.31K
Nov 14, 2019	BARFIELD JON E	SALE	60.75	8.39K	509.69K	16.23K
Nov 04, 2019	VENKAT DHENUVAKONDA RAO	SALE	62.74	750	47.06K	32.4K
Nov 01, 2019	VENKAT DHENUVAKONDA RAO	SALE	63.44	750	47.58K	33.15K
Nov 01, 2019	RUSSELL JOHN G	SALE	63.48	5.6K	355.49K	206.91K
Oct 01, 2019	RUSSELL JOHN G	SALE	64.04	5.6K	358.63K	212.51K
Sep 03, 2019	RUSSELL JOHN G	SALE	64.12	2.8K	179.53K	218.11K
Aug 27, 2019	RUSSELL JOHN G	SALE	63.02	33.5K	2.11M	223.71K
Aug 23, 2019	HOFMEISTER BRANDON J.	SALE	62.36	500	31.18K	22.95K
Aug 13, 2019	RICH BRIAN F	SALE	59.70	4K	238.79K	60.55K
Aug 08, 2019	RUSSELL JOHN G	SALE	60.04	33.5K	2.01M	257.21K
Aug 01, 2019	RUSSELL JOHN G	SALE	57.78	5.6K	323.56K	290.71K
Jul 01, 2019	RUSSELL JOHN G	SALE	57.46	5.6K	321.77K	296.31K
May 23, 2019	HENDRIAN CATHERINE A	SALE	56.96	1.75K	99.86K	37.57K
May 08, 2019	REYNOLDS CATHERINE M	SALE	54.63	6.2K	338.85K	121.21K
May 03, 2019	BARBA GLENN P	SALE	54.95	8.5K	467.08K	28.56K
Apr 30, 2019	RUSSELL JOHN G	SALE	55.35	16.8K	929.88K	299.2K
Feb 12, 2019	REYNOLDS CATHERINE M	SALE	53.02	8.19K	434.05K	129.39K
Nov 20, 2018	HOFMEISTER BRANDON J.	SALE	51.88	500	25.94K	16.3K
Oct 30, 2018	RICH BRIAN F	SALE	49.69	4K	198.75K	53.92K
Aug 14, 2018	VENKAT DHENUVAKONDA RAO	SALE	48.77	1K	48.77K	29.84K
Aug 13, 2018	BARFIELD JON E	SALE	48.45	2.86K	138.62K	21.15K
May 17, 2018	VENKAT DHENUVAKONDA RAO	SALE	44.11	1K	44.11K	30.75K
May 07, 2018	REYNOLDS CATHERINE M	SALE	46.05	5.61K	258.4K	122.2K
May 02, 2018	BARBA GLENN P	SALE	46.85	10K	468.5K	32.16K
May 02, 2018	VENKAT DHENUVAKONDA RAO	SALE	46.62	1K	46.62K	31.75K
Feb 20, 2018	REYNOLDS CATHERINE M	SALE	43.40	8.31K	360.63K	126.81K
Nov 20, 2017	MENGEBIER DAVID G	SALE	49.48	2.5K	123.7K	117.52K
Nov 02, 2017	VENKAT DHENUVAKONDA RAO	SALE	48.12	1K	48.12K	28.18K
Nov 01, 2017	VENKAT DHENUVAKONDA RAO	SALE	48.02	1K	48.02K	29.18K
Aug 22, 2017	RICH BRIAN F	SALE	48.26	3.5K	168.92K	44.84K
Aug 17, 2017	ROCHOW GARRICK J	SALE	47.79	1K	47.79K	0
Aug 03, 2017	BARFIELD JON E	SALE	46.81	6.34K	296.56K	20.58K
May 30, 2017	MALONE DANIEL J	SALE	47.42	10K	474.21K	148.62K
May 25, 2017	WEBB THOMAS J	SALE	47.23	50K	2.36M	187.77K
May 16, 2017	VENKAT DHENUVAKONDA RAO	SALE	45.50	2K	90.99K	30.02K
May 09, 2017	BARBA GLENN P	SALE	45.13	15.27K	689.16K	33.91K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES8K3

NET SHARES-8K3

SHARES HELD145.81K3

% NET SHARES-105.48%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares4.22

Short Percent Of Float4.8

Shares Outstanding299.34M

Shares Float297.23M

Shares Short12.64M

Short Ratio5.45

4.8%

Short % of Float

4.22%

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

0.51% Percentage of Shares held by All Insiders

101.01% Percentage of Shares held by All Institutions

101.54% Percentage of Float held by Institutions

1075

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.23%	680.37K	49.84M	162.8K	+31.45%
Sep 30, 2025	ENERGY INCOME PARTNERS, LLC	0.22%	659.76K	48.33M	5.48K	+0.84%
Sep 30, 2025	ING GROEP NV	0.21%	639.2K	46.83M	52.34K	+8.92%
Sep 30, 2025	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	0.21%	630.6K	46.2M	92.98K	+17.29%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.61%	1.82M	133.66M	363.55K	+24.88%
Sep 30, 2025	AMUNDI	0.64%	1.92M	140.72M	481.51K	+33.43%
Sep 30, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.49%	1.45M	106.5M	0	0
Sep 30, 2025	NUVEEN, LLC	0.49%	1.45M	106.5M	-264.39K	-15.39%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.5%	1.49M	109.16M	102.09K	+7.35%
Sep 30, 2025	SOROBAN CAPITAL PARTNERS LP	0.53%	1.59M	116.24M	151.57K	+10.56%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.54%	1.6M	117.15M	1.92K	+0.12%
Sep 30, 2025	UBS GROUP AG	0.6%	1.8M	132.02M	-515.87K	-22.25%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.43%	4.28M	313.69M	273.56K	+6.83%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.64%	4.9M	358.86M	128.86K	+2.70%
Sep 30, 2025	GQG PARTNERS LLC	1.82%	5.42M	397.19M	-70.43K	-1.28%
Sep 30, 2025	DEUTSCHE BANK AG\	1.87%	5.59M	409.27M	-335.99K	-5.67%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.9%	5.68M	416.15M	-252.93K	-4.26%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.04%	6.1M	446.64M	-874.21K	-12.54%
Sep 30, 2025	INVESCO LTD.	2.49%	7.44M	544.94M	276.05K	+3.85%
Sep 30, 2025	MILLER HOWARD INVESTMENTS INC /NY	0.19%	573.24K	42M	1.9K	+0.33%
Sep 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.2%	593.82K	43.5M	417.18K	+236.18%
Sep 30, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0.43%	1.29M	94.74M	-68.78K	-5.05%
Sep 30, 2025	JENNISON ASSOCIATES LLC	0.55%	1.65M	121.04M	-200.02K	-10.80%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.9%	2.7M	197.71M	517.66K	+23.73%
Sep 30, 2025	NORTHERN TRUST CORP	0.94%	2.81M	206.09M	-66.12K	-2.30%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.2%	600.58K	44M	9.2K	+1.56%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	763.14K	55.91M	5.21K	+0.69%
Sep 30, 2025	ABRDN PLC	0.26%	766.41K	55.77M	-80.88K	-9.55%
Sep 30, 2025	VANGUARD GROUP INC	13.12%	39.17M	2.87B	126.17K	+0.32%
Sep 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.45%	1.33M	97.17M	0	0
Sep 30, 2025	TRUIST FINANCIAL CORP	0.24%	720.82K	52.81M	-993.43K	-57.95%
Sep 30, 2025	BAHL & GAYNOR INC	0.24%	720.06K	52.75M	-4.76K	-0.66%
Sep 30, 2025	RHUMBLINE ADVISERS	0.24%	704.21K	51.59M	13.75K	+1.99%
Sep 30, 2025	MACQUARIE GROUP LTD	0.62%	1.86M	136.48M	389.11K	+26.40%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.65%	1.94M	141.99M	12.26K	+0.64%
Sep 30, 2025	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.33%	972.15K	71.22M	-11.95K	-1.21%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	2.51%	7.48M	547.83M	2.33M	+45.19%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.73%	8.14M	593.94M	118.79K	+1.48%
Sep 30, 2025	SOROS FUND MANAGEMENT LLC	0.26%	776.23K	56.87M	776.23K	+100.00%
Sep 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.26%	779.27K	57.09M	779.27K	+100.00%
Sep 30, 2025	STATE STREET CORP	5.96%	17.79M	1.3B	331.57K	+1.90%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.28%	850.11K	62.28M	-56K	-6.18%
Sep 30, 2025	SWISS NATIONAL BANK	0.29%	862.2K	63.16M	-43.2K	-4.77%
Sep 30, 2025	CITIGROUP INC	0.29%	876K	64.18M	18.34K	+2.14%
Sep 30, 2025	AVIVA PLC	0.27%	815.36K	59.73M	50.47K	+6.60%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.96%	8.84M	647.81M	-489.17K	-5.24%
Sep 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.7%	2.09M	153.07M	-39.67K	-1.86%
Sep 30, 2025	FIL LTD	0.99%	2.96M	217.1M	2.03K	+0.07%
Sep 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	1.7%	5.09M	372.59M	234.85K	+4.84%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.3%	892.33K	65.37M	-192.29K	-17.73%
Sep 30, 2025	UNISUPER MANAGEMENT PTY LTD	0.3%	903.65K	66.2M	3.47K	+0.39%
Sep 30, 2025	ROYAL BANK OF CANADA	0.33%	990.59K	72.57M	83.05K	+9.15%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.37%	1.1M	80.9M	75.24K	+7.31%
Sep 30, 2025	REAVES W H & CO INC	0.72%	2.15M	157.44M	276.48K	+14.76%
Sep 30, 2025	BARCLAYS PLC	0.74%	2.19M	160.77M	885.65K	+67.67%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.95%	2.84M	207.74M	-61.64K	-2.13%
Sep 30, 2025	CITADEL ADVISORS LLC	1.01%	3.02M	221.14M	873.18K	+40.70%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.12%	3.34M	244.85M	30.62K	+0.92%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.28%	824.58K	60.41M	178.87K	+27.70%
Sep 30, 2025	FMR LLC	0.28%	836.85K	61.31M	178.49K	+27.11%
Sep 30, 2025	LORD, ABBETT & CO. LLC	1.14%	3.4M	249.21M	153.45K	+4.72%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.14%	3.41M	249.73M	-1.21M	-26.27%
Sep 30, 2025	JPMORGAN CHASE & CO	6.34%	18.92M	1.39B	-1.89M	-9.10%
Sep 30, 2025	BLACKROCK, INC.	10.4%	31.04M	2.27B	205.85K	+0.67%
Sep 30, 2025	MORGAN STANLEY	1.81%	5.4M	395.96M	-819.87K	-13.17%
Sep 30, 2025	PARTNERS GROUP HOLDING AG	0.18%	534.64K	39.17M	-77.32K	-12.63%
Sep 30, 2025	FISHER FUNDS MANAGEMENT LTD	0.18%	543.11K	39.79M	-237.49K	-30.42%
Sep 30, 2025	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	0.19%	561.47K	41.13M	-11.61K	-2.03%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.16%	479.56K	33.22M	-68.61K	-12.52%
Jun 30, 2025	RWC ASSET MANAGEMENT LLP	0.16%	485.83K	33.66M	-28.54K	-5.55%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.16%	491.28K	33.84B	973	+0.20%
Jun 30, 2025	FMR LLC	0.22%	658.36K	45.61B	-271.39K	-29.19%
Jun 30, 2025	RAILWAY PENSION INVESTMENTS LTD	0.23%	681.2K	47.19M	0	0
Jun 30, 2025	AVIVA PLC	0.26%	764.89K	52.99M	49.16K	+6.87%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	802.41K	55.59M	261.32K	+48.30%
Jun 30, 2025	ABRDN PLC	0.28%	847.29K	58.7M	-69.31K	-7.56%
Jun 30, 2025	REAVES W H & CO INC	0.63%	1.87M	129.73M	1.51M	+418.17%
Jun 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.71%	2.13M	147.51M	-135.3K	-5.98%
Jun 30, 2025	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	0.18%	537.62K	37.25M	-16.38K	-2.96%
Jun 30, 2025	MILLER HOWARD INVESTMENTS INC /NY	0.19%	571.34K	39.58M	4.15K	+0.73%
Jun 30, 2025	ING GROEP NV	0.2%	586.86K	40.66M	548.71K	+1,438.17%
Jun 30, 2025	PERPETUAL LTD	0.68%	2.04M	141.45M	-114.25K	-5.30%
Jun 30, 2025	LORD, ABBETT & CO. LLC	1.09%	3.25M	225.04M	945.89K	+41.08%
Jun 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	1.63%	4.85M	336.07M	83.57K	+1.75%
Jun 30, 2025	GQG PARTNERS LLC	1.84%	5.49M	380.49M	5.41M	+6,715.36%
Jun 30, 2025	MORGAN STANLEY	2.09%	6.22M	431.25B	542.9K	+9.56%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.11%	319.52K	22.14M	-36.77K	-10.32%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	320.12K	22.18M	-36.98K	-10.36%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.2%	591.38K	40.97M	58.02K	+10.88%
Jun 30, 2025	PARTNERS GROUP HOLDING AG	0.2%	611.96K	42.4M	-70.13K	-10.28%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.21%	618.74K	42.87M	618.74K	+100.00%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.21%	634.19K	43.94M	328.7K	+107.59%
Jun 30, 2025	ENERGY INCOME PARTNERS, LLC	0.22%	654.28K	45.33M	21.39K	+3.38%
Jun 30, 2025	BAHL & GAYNOR INC	0.24%	724.82K	50.22M	62.88K	+9.50%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	757.92K	52.51M	28.47K	+3.90%
Jun 30, 2025	FIL LTD	0.99%	2.96M	205.16M	14.53K	+0.49%
Jun 30, 2025	BLACKROCK, INC.	10.33%	30.83M	2.14B	32.86K	+0.11%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	3.13%	9.33M	646.51M	-296.88K	-3.08%
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.13%	380.65K	26.37M	94.64K	+33.09%
Jun 30, 2025	CIDEL ASSET MANAGEMENT INC	0.11%	322.66K	22.35M	45.72K	+16.51%
Jun 30, 2025	ZIMMER PARTNERS, LP	0.1%	302.14K	20.93M	302.14K	+100.00%
Jun 30, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	0.1%	292.23K	20.25M	-5.11K	-1.72%
Jun 30, 2025	ARTEMIS INVESTMENT MANAGEMENT LLP	0.1%	291.22K	20.18M	35.76K	+14.00%
Jun 30, 2025	TORTOISE CAPITAL ADVISORS, L.L.C.	0.1%	291.12K	20.17M	-166.69K	-36.41%
Jun 30, 2025	AVALON TRUST CO	0.1%	290.37K	20.12M	2.35K	+0.82%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.1%	284.21K	19.69M	-12.46K	-4.20%
Jun 30, 2025	BANK OF NOVA SCOTIA	0.09%	259.97K	18.01M	223.44K	+611.67%
Jun 30, 2025	BECK BODE, LLC	0.09%	258.29K	17.89M	10.1K	+4.07%
Jun 30, 2025	COVEA FINANCE	0.08%	236.05K	16.35M	62.65K	+36.13%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.08%	226.64K	15.7M	-87.47K	-27.85%
Jun 30, 2025	AVENTAIL CAPITAL GROUP, LP	0.07%	201.66K	13.97M	-2.65K	-1.29%
Jun 30, 2025	MAGELLAN ASSET MANAGEMENT LTD	0.07%	200.55K	13.89M	-847	-0.42%
Jun 30, 2025	VANGUARD GROUP INC	13.08%	39.04M	2.7B	702.71K	+1.83%
Jun 30, 2025	JPMORGAN CHASE & CO	6.97%	20.82M	1.44B	-2.56M	-10.93%
Jun 30, 2025	STATE STREET CORP	5.85%	17.46M	1.21B	776.48K	+4.66%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.69%	8.02M	553.44M	130.06K	+1.65%
Jun 30, 2025	INVESCO LTD.	2.4%	7.16M	496.21M	142.91K	+2.04%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.34%	6.97M	482.94M	-9.58M	-57.89%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.34%	4.01M	277.69B	-475.32K	-10.60%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.97%	2.9M	200.72M	-107.59K	-3.58%
Jun 30, 2025	NORTHERN TRUST CORP	0.96%	2.88M	199.48M	-147.04K	-4.86%
Jun 30, 2025	UBS GROUP AG	0.78%	2.32M	160.59M	580.59K	+33.42%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.73%	2.18M	151.11M	-108.11K	-4.72%
Jun 30, 2025	CITADEL ADVISORS LLC	0.72%	2.15M	148.63B	728.09K	+51.37%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.65%	1.93M	133.42M	22.99K	+1.21%
Jun 30, 2025	AMUNDI	0.48%	1.44M	100.38M	-1.34M	-48.24%
Jun 30, 2025	SOROBAN CAPITAL PARTNERS LP	0.48%	1.44M	99.43M	980.73K	+215.81%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.47%	1.39M	96.16M	45.81K	+3.41%
Jun 30, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0.46%	1.36M	94.36M	-59.61K	-4.19%
Jun 30, 2025	ROYAL BANK OF CANADA	0.3%	907.53K	62.88M	-131.43K	-12.65%
Jun 30, 2025	SWISS NATIONAL BANK	0.3%	905.4K	62.73M	62.7K	+7.44%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.99%	5.93M	411.06M	-290.3K	-4.66%
Jun 30, 2025	DEUTSCHE BANK AG\	1.98%	5.92M	410.31M	1.12M	+23.24%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	1.73%	5.15M	356.94M	4.61M	+847.15%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.6%	4.77M	330.11M	-158.9K	-3.22%
Jun 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.45%	1.33M	91.61M	1.06K	+0.08%
Jun 30, 2025	BARCLAYS PLC	0.44%	1.31M	90.68M	18.02K	+1.40%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.3%	906.11K	62.78M	38.34K	+4.42%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.54%	1.6M	110.65M	-102.44K	-6.03%
Jun 30, 2025	NORGES BANK	1.16%	3.45M	238.95M	3.45M	+100.00%
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.36%	1.08M	75.14M	-249.44K	-18.70%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.57%	1.71M	118.76M	-43.5K	-2.47%
Jun 30, 2025		0.58%	1.72M	119.03M	296.93K	+20.89%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.55%	4.62M	320.32M	1.22M	+35.70%
Jun 30, 2025	CITIGROUP INC	0.29%	857.66K	59.42M	-140.62K	-14.09%
Jun 30, 2025	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.33%	984.1K	68.18M	-16.26K	-1.63%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.34%	1.03M	71.29M	-97.16K	-8.63%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.35%	1.04M	71.96M	70.91K	+7.33%
Jun 30, 2025	MACQUARIE GROUP LTD	0.49%	1.47M	102.11M	172.01K	+13.21%
Jun 30, 2025	NUVEEN, LLC	0.58%	1.72M	119.03M	296.93K	+20.89%
Jun 30, 2025	BROOKFIELD CORP /ON/	0.3%	884.64K	61.29M	-188.9K	-17.60%
Jun 30, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.49%	1.45M	100.71M	71.62K	+5.18%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.49%	1.46M	101.21M	1.33M	+1,048.70%
Jun 30, 2025	UNISUPER MANAGEMENT PTY LTD	0.3%	900.17K	62.36M	280.48K	+45.26%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.11%	3.31M	229.43M	174.98K	+5.58%
Jun 30, 2025	JENNISON ASSOCIATES LLC	0.62%	1.85M	128.32M	-20.14K	-1.08%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.14%	404.54K	28.03M	3.32K	+0.83%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.14%	408.56K	28.65M	-21.34K	-4.96%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.14%	415.06K	28.76M	17.96K	+4.52%
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	0.14%	420.31K	29.12M	-57.46K	-12.03%
Jun 30, 2025	TREDJE AP-FONDEN	0.14%	432.46K	29.96M	344.21K	+390.03%
Jun 30, 2025	M&T BANK CORP	0.15%	433.28K	30.02M	-3.25K	-0.74%
Jun 30, 2025	APG ASSET MANAGEMENT N.V.	0.15%	460.6K	27.18M	148.32K	+47.50%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.65%	7.89M	590.85M	282.03K	+3.71%
Mar 31, 2025	TD ASSET MANAGEMENT INC	0.29%	867.77K	65.18M	298.68K	+52.48%
Mar 31, 2025	INVESCO LTD.	2.35%	7.02M	527.23M	1.96M	+38.77%
Mar 31, 2025	AMUNDI	0.93%	2.78M	210.13M	-31.49K	-1.12%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.45%	1.34M	100.81M	-25.76K	-1.88%
Mar 31, 2025	MACQUARIE GROUP LTD	0.44%	1.3M	97.78B	-114.56K	-8.09%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	967.78K	72.69M	113.06K	+13.23%
Mar 31, 2025	ABRDN PLC	0.31%	916.6K	68.47M	-64.05K	-6.53%
Mar 31, 2025	BLACKROCK, INC.	10.33%	30.8M	2.31B	-525.69K	-1.68%
Mar 31, 2025	JPMORGAN CHASE & CO	7.84%	23.37M	1.76B	-2.21M	-8.66%
Mar 31, 2025	STATE STREET CORP	5.59%	16.68M	1.25B	503.54K	+3.11%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.64%	1.9M	142.92M	23.58K	+1.25%
Mar 31, 2025	JENNISON ASSOCIATES LLC	0.63%	1.87M	140.63M	-59.32K	-3.07%
Mar 31, 2025	CITIGROUP INC	0.33%	998.29K	74.98M	393.33K	+65.02%
Mar 31, 2025		0.26%	780.61K	58.63M	-31.14K	-3.84%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.77%	2.29M	171.94M	3.56K	+0.16%
Mar 31, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.76%	2.26M	170.08M	-219.05K	-8.82%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	5.55%	16.55M	1.24B	2.3M	+16.12%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	3.23%	9.63M	723.21M	-112.74K	-1.16%
Mar 31, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	1.6%	4.77M	358.08M	-97.79K	-2.01%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.5%	4.48M	336.76M	753.17K	+20.19%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.14%	3.41M	255.91M	783.08K	+29.84%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.05%	3.14M	235.59M	103.94K	+3.43%
Mar 31, 2025	NORTHERN TRUST CORP	1.01%	3.03M	227.31M	39.85K	+1.33%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.45%	1.33M	100.2M	-40.26K	-2.93%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.38%	1.13M	84.59M	247.4K	+28.15%
Mar 31, 2025	LORD, ABBETT & CO. LLC	0.77%	2.3M	172.93M	970.51K	+72.87%
Mar 31, 2025	PERPETUAL LTD	0.72%	2.16M	161.94M	81.87K	+3.95%
Mar 31, 2025	DEUTSCHE BANK AG\	1.61%	4.81M	360.97M	-80.76K	-1.65%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	1.01%	3M	225.7M	-82.37K	-2.67%
Mar 31, 2025	FIL LTD	0.99%	2.95M	221.33M	8.71K	+0.30%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.59%	1.76M	132.02M	136.19K	+8.40%
Mar 31, 2025	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.34%	1M	75.14M	-413.95K	-29.27%
Mar 31, 2025	FMR LLC	0.31%	929.75K	69.83M	335.63K	+56.49%
Mar 31, 2025	UBS GROUP AG	0.58%	1.74M	130.5M	522.58K	+43.02%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.57%	1.7M	127.65M	-127.59K	-6.98%
Mar 31, 2025	IA GLOBAL ASSET MANAGEMENT INC.	0.48%	1.42M	106.77M	-177.43K	-11.10%
Mar 31, 2025	CITADEL ADVISORS LLC	0.48%	1.42M	106.45M	1.42M	+100.00%
Mar 31, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.46%	1.38M	103.81M	-51K	-3.56%
Mar 31, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.45%	1.33M	97.91M	-1.06K	-0.08%
Mar 31, 2025	BARCLAYS PLC	0.43%	1.29M	96.95M	444.52K	+52.52%
Mar 31, 2025	BROOKFIELD CORP /ON/	0.36%	1.07M	80.63M	-53.28K	-4.73%
Mar 31, 2025	SWISS NATIONAL BANK	0.28%	842.7K	63.3M	-1.3K	-0.15%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.09%	6.22M	467.46M	305.22K	+5.16%
Mar 31, 2025	MORGAN STANLEY	1.91%	5.68M	426.76M	-104.15K	-1.80%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.65%	4.93M	370.76M	-996	-0.02%
Mar 31, 2025	ROYAL BANK OF CANADA	0.35%	1.04M	78.04M	93.21K	+9.86%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.3%	896.31K	67.32M	265.32K	+42.05%
Mar 31, 2025	VANGUARD GROUP INC	12.86%	38.34M	2.88B	166.33K	+0.44%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.36%	1.04M	62.71M	966.54K	+1,328.14%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.57%	1.66M	102.88M	-381.82K	-18.66%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.58%	1.7M	102.47M	-114.91K	-6.34%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.6%	1.74M	104.69M	54.69K	+3.25%
Mar 31, 2024	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.63%	1.87M	113.06M	-2.06M	-52.34%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.67%	1.99M	120.3M	8.87K	+0.45%
Mar 31, 2024	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.68%	2.02M	121.75M	-158.06K	-7.26%
Mar 31, 2024	JENNISON ASSOCIATES LLC	0.7%	2.08M	125.38M	2.68K	+0.13%
Mar 31, 2024	MAGELLAN ASSET MANAGEMENT LTD	0.74%	2.19M	132.12M	-595.77K	-21.39%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.82%	2.4M	144.59M	110.02K	+4.81%
Mar 31, 2024	PERPETUAL LTD	0.88%	2.61M	157.31M	134.04K	+5.42%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	0.93%	2.75M	165.8M	-2.85M	-50.88%
Mar 31, 2024	NORTHERN TRUST CORP	0.96%	2.78M	167.92M	-129.66K	-4.45%
Mar 31, 2024	FIL LTD	0.97%	2.88M	173.99M	370	+0.01%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.99%	2.92M	176.29M	-199.67K	-6.40%
Mar 31, 2024	AMUNDI	1.36%	4.04M	236.26M	-56.63K	-1.38%
Mar 31, 2024	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	1.4%	4.16M	251.25M	-141.75K	-3.29%
Mar 31, 2024	INVESCO LTD.	1.61%	4.68M	282.65M	-33.81K	-0.72%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	2.09%	6.2M	373.88M	-12.67K	-0.20%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.18%	6.33M	382.23M	434.7K	+7.37%
Mar 31, 2024	BLACKROCK INC.	9.34%	27.21M	1.64B	-2.09M	-7.15%
Mar 31, 2024	VANGUARD GROUP INC	12.64%	36.81M	2.22B	-231.2K	-0.62%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.04%	3.08M	185.67M	3.05M	+11,484.44%
Mar 31, 2024	MORGAN STANLEY	2.23%	6.48M	391.24M	-195.06K	-2.92%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	2.33%	6.79M	409.36M	124.95K	+1.88%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.44%	7.12M	428.3M	337.1K	+4.97%
Mar 31, 2024	STATE STREET CORP	6.16%	17.93M	1.08B	741.39K	+4.31%
Mar 31, 2024	UBS GROUP AG	0.36%	1.03M	62.43M	-42.49K	-3.94%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.36%	1.05M	63.23M	9.02K	+0.87%
Mar 31, 2024	LORD, ABBETT & CO. LLC	0.38%	1.11M	67.22M	767.19K	+221.22%
Mar 31, 2024	UNISUPER MANAGEMENT PTY LTD	0.38%	1.12M	67.3M	152.19K	+15.80%
Mar 31, 2024	HITE HEDGE ASSET MANAGEMENT LLC	0.38%	1.13M	68.05M	350.78K	+45.15%
Mar 31, 2024	ABRDN PLC	0.38%	1.14M	68.73M	31.02K	+2.80%
Mar 31, 2024	CEREDEX VALUE ADVISORS LLC	0.39%	1.16M	69.76M	-73.82K	-6.00%
Mar 31, 2024	HSBC HOLDINGS PLC	0.4%	1.15M	69.64M	82.69K	+7.72%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.4%	1.18M	71.04M	974.27K	+479.80%
Mar 31, 2024	BROOKFIELD CORP /ON/	0.41%	1.21M	72.81M	-133.36K	-9.95%
Mar 31, 2024	DEKABANK DEUTSCHE GIROZENTRALE	0.45%	1.33M	79.28M	421.06K	+46.18%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.48%	1.39M	83.95M	-67.44K	-4.62%
Mar 31, 2024	REAVES W H & CO INC	0.5%	1.48M	89.38M	-316.61K	-17.61%
Mar 31, 2024	MACQUARIE GROUP LTD	0.52%	1.5M	90.71M	31K	+2.11%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.54%	1.59M	96M	1.37M	+629.10%
Mar 31, 2024	DEUTSCHE BANK AG\	0.55%	1.61M	97.02M	806.97K	+100.76%
Mar 31, 2024	PICTET ASSET MANAGEMENT HOLDING SA	1.15%	3.41M	205.89M	-1.08M	-24.07%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.15%	3.42M	206.18M	-39.66K	-1.15%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	1.24%	3.62M	218.43M	-1.63M	-31.11%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.27%	3.69M	222.71M	541.64K	+17.20%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.27%	3.7M	223.21M	-331.13K	-8.22%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	1.34%	3.99M	240.46M	44.61K	+1.13%
Mar 31, 2024	JPMORGAN CHASE & CO	7.78%	22.66M	1.37B	2.79M	+14.02%
Mar 31, 2024	MILLER HOWARD INVESTMENTS INC /NY	0.23%	660.03K	39.83M	109.17K	+19.82%
Mar 31, 2024	PARTNERS GROUP HOLDING AG	0.23%	665.16K	40.14M	-28.92K	-4.17%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	0.24%	690.29K	41.65M	-142.05K	-17.07%
Mar 31, 2024	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.25%	740.68K	44.69M	-270.21K	-26.73%
Mar 31, 2024	ING GROEP NV	0.26%	746.28K	45.03B	259.95K	+53.45%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	749.35K	45.22M	-14.2K	-1.86%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.27%	775.45K	46.79M	248.49K	+47.15%
Mar 31, 2024	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.28%	816.34K	49.26M	-1.96M	-70.62%
Mar 31, 2024	STRS OHIO	0.3%	868.61K	52.41M	105.31K	+13.80%
Mar 31, 2024	1832 ASSET MANAGEMENT L.P.	0.3%	873.37K	52.7M	-633.31K	-42.03%
Mar 31, 2024	SWISS NATIONAL BANK	0.3%	873.8K	52.73M	-38.4K	-4.21%
Mar 31, 2024	APG ASSET MANAGEMENT N.V.	0.32%	919.88K	51.39M	10.37K	+1.14%
Mar 31, 2024	CREDIT SUISSE AG/	0.33%	974.54K	58.8M	-26.67K	-2.66%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.34%	1M	60.09M	-442.43K	-30.62%
Dec 31, 2023		1.53%	4.49M	260.96M	-204.4K	-4.35%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	1.78%	5.25M	305.15M	-94.62K	-1.77%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	1.9%	5.59M	324.82M	65.97K	+1.19%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2%	5.9M	342.6M	-388.8K	-6.18%
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	2.11%	6.21M	360.54M	1.23M	+24.82%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	2.26%	6.66M	386.83M	-211.91K	-3.08%
Dec 31, 2023	MORGAN STANLEY	2.27%	6.68M	387.85M	1.09M	+19.43%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.3%	6.78M	392.66M	140.82K	+2.12%
Dec 31, 2023	STATE STREET CORP	5.84%	17.19M	998.28M	596.74K	+3.60%
Dec 31, 2023	JPMORGAN CHASE & CO	6.75%	19.88M	1.15B	-1.24M	-5.85%
Dec 31, 2023	BLACKROCK INC.	9.95%	29.3M	1.7B	2.92M	+11.07%
Dec 31, 2023	VANGUARD GROUP INC	12.58%	37.04M	2.15B	-185.34K	-0.50%
Dec 31, 2023	FMR LLC	0.33%	974.01K	56.56M	118.6K	+13.86%
Dec 31, 2023	CREDIT SUISSE AG/	0.34%	1M	58.14M	81.46K	+8.86%
Dec 31, 2023	INVESCO LTD.	1.6%	4.72M	273.98M	55.02K	+1.18%
Dec 31, 2023	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.34%	1.01M	58.7M	-70.24K	-6.50%
Dec 31, 2023	COHEN & STEERS, INC.	0.35%	1.03M	59.99M	0	0
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.35%	1.04M	60.33M	18.64K	+1.83%
Dec 31, 2023	HSBC HOLDINGS PLC	0.36%	1.07M	62.1M	611.28K	+132.83%
Dec 31, 2023	UBS GROUP AG	0.37%	1.08M	62.55M	562.6K	+109.35%
Dec 31, 2023	ABRDN PLC	0.38%	1.11M	64.34M	-2.04M	-64.76%
Dec 31, 2023	CEREDEX VALUE ADVISORS LLC	0.42%	1.23M	71.42M	-617.18K	-33.41%
Dec 31, 2023	BROOKFIELD CORP /ON/	0.46%	1.34M	77.82M	119.02K	+9.75%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.48%	1.42M	82.35M	160.04K	+12.72%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.49%	1.45M	84.02M	54.61K	+3.93%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.5%	1.46M	84.71M	-65.64K	-4.31%
Dec 31, 2023	MACQUARIE GROUP LTD	0.5%	1.47M	85.51M	28.55K	+1.98%
Dec 31, 2023	1832 ASSET MANAGEMENT L.P.	0.51%	1.51M	87.49M	225.87K	+17.64%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.57%	1.68M	97.58M	40.3K	+2.46%
Dec 31, 2023	REAVES W H & CO INC	0.61%	1.8M	104.4M	-8.35K	-0.46%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.62%	1.81M	105.28M	-20.77K	-1.13%
Dec 31, 2023	NORGES BANK	0.65%	1.91M	111M	1.91M	+100.00%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.67%	1.98M	115.26M	244.04K	+14.02%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.7%	2.05M	122.02M	875.73K	+74.82%
Dec 31, 2023	JENNISON ASSOCIATES LLC	0.7%	2.08M	120.51M	-37.71K	-1.78%
Dec 31, 2023	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.74%	2.18M	126.35M	-35.44K	-1.60%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.78%	2.29M	132.76M	221.41K	+10.72%
Dec 31, 2023	PERPETUAL LTD	0.84%	2.47M	143.61M	7.85K	+0.32%
Dec 31, 2023	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.94%	2.78M	161.37M	-275.18K	-9.01%
Dec 31, 2023	MAGELLAN ASSET MANAGEMENT LTD	0.95%	2.79M	161.74M	-378.41K	-11.96%
Dec 31, 2023	FIL LTD	0.98%	2.88M	167.43M	-3.97K	-0.14%
Dec 31, 2023	NORTHERN TRUST CORP	0.99%	2.91M	169.13M	-88.01K	-2.93%
Dec 31, 2023	FRANKLIN RESOURCES INC	1.06%	3.12M	181.26M	-302.87K	-8.85%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.07%	3.15M	182.88M	742.39K	+30.84%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.17%	3.46M	200.73M	883.18K	+34.32%
Dec 31, 2023	EXODUSPOINT CAPITAL MANAGEMENT, LP	1.34%	3.93M	228.29M	730.8K	+22.83%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	1.34%	3.94M	228.83M	607.14K	+18.21%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.37%	4.03M	234.04M	-487.88K	-10.80%
Dec 31, 2023	AMUNDI	1.39%	4.1M	243.22M	976.27K	+31.29%
Dec 31, 2023	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	1.46%	4.31M	250.03M	3.28M	+320.92%

Insiders

Insiders	Designation	Shares Held
WEBB THOMAS J	Vice Chairman	187.77K
MALONE DANIEL J	Senior Vice President	148.62K
RUSSELL JOHN G	director	144.06K
REYNOLDS CATHERINE M	SVP and General Counsel	121.21K
MENGEBIER DAVID G	Senior Vice President	117.52K
RICH BRIAN F	Senior Vice President	94.49K
HOFMEISTER BRANDON J.	Senior Vice President	64.26K
JOHNSON SHAUN M	SVP and General Counsel	57.3K
BROSSOIT JEAN-FRANCOIS	Senior Vice President	54.69K
HENDRIAN CATHERINE A	Senior Vice President	48.44K
WRIGHT LAURA	director	38.79K
VENKAT DHENUVAKONDA RAO	Senior Vice President	35.24K
BARBA GLENN P	Vice President, CAO	27.1K
MCINTOSH SCOTT B	VP, Controller, CAO	21.64K
BARFIELD JON E	director	14.56K
SNYDER LAUREN Y	Senior Vice President	13.51K
ROCHOW GARRICK J	Senior Vice President	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 03, 2025	HOFMEISTER BRANDON J.	SALE	72.47	3.78K	273.72K	64.26K
Sep 05, 2025	SNYDER LAUREN Y	SALE	71.26	2.22K	158.2K	13.51K
Aug 08, 2025	HOFMEISTER BRANDON J.	SALE	73.62	2K	147.25K	68.04K
May 06, 2025	HOFMEISTER BRANDON J.	SALE	73.61	2.2K	161.79K	69.57K
Mar 03, 2025	HOFMEISTER BRANDON J.	SALE	73.77	2K	147.54K	71.93K
Feb 19, 2025	WRIGHT LAURA	SALE	69.84	1.8K	125.93K	38.79K
Feb 13, 2025	MCINTOSH SCOTT B	SALE	69.76	6.7K	467.39K	21.64K
Dec 19, 2024	RUSSELL JOHN G	SALE	65.85	28.75K	1.89M	144.06K
Dec 13, 2024	HOFMEISTER BRANDON J.	SALE	67.22	2K	134.44K	63.2K
Nov 21, 2024	MCINTOSH SCOTT B	SALE	68.50	936	64.12K	24.42K
Nov 18, 2024	HOFMEISTER BRANDON J.	SALE	68.17	2K	136.34K	64.77K
Sep 04, 2024	HOFMEISTER BRANDON J.	SALE	68.85	2K	137.71K	66.77K
Aug 01, 2024	RICH BRIAN F	SALE	66.00	4K	263.98K	94.49K
Jun 13, 2024	HOFMEISTER BRANDON J.	SALE	59.98	1.67K	99.99K	68.33K
Jun 07, 2024	BARFIELD JON E	SALE	60.79	2.36K	143.46K	14.56K
May 02, 2024	RICH BRIAN F	SALE	61.10	2K	122.21K	97.68K
Feb 23, 2024	HOFMEISTER BRANDON J.	SALE	57.78	3.5K	202.24K	68.97K
Dec 07, 2023	HOFMEISTER BRANDON J.	SALE	57.90	1K	57.9K	61.16K
Nov 08, 2023	RICH BRIAN F	SALE	54.90	5K	274.5K	88.18K
Nov 02, 2023	RUSSELL JOHN G	SALE	55.59	17.36K	964.83K	169.9K
Sep 13, 2023	HOFMEISTER BRANDON J.	SALE	56.27	1.67K	93.81K	61.77K
Aug 15, 2023	BARFIELD JON E	SALE	56.06	2.35K	131.46K	13.98K
Jun 12, 2023	HENDRIAN CATHERINE A	SALE	60.26	7.5K	451.96K	48.44K
Mar 16, 2023	RICH BRIAN F	SALE	61.72	4K	246.88K	91.93K
Mar 13, 2023	HOFMEISTER BRANDON J.	SALE	60.00	1.25K	75K	62.88K
Mar 09, 2023	HOFMEISTER BRANDON J.	SALE	60.00	1.25K	75K	64.13K
Feb 13, 2023	JOHNSON SHAUN M	SALE	61.74	814	50.25K	57.3K
Nov 28, 2022	JOHNSON SHAUN M	SALE	60.80	420	25.54K	44.43K
Nov 01, 2022	MCINTOSH SCOTT B	SALE	57.37	6.1K	349.72K	16.81K
Oct 31, 2022	MCINTOSH SCOTT B	SALE	57.17	875	50.03K	22.91K
Jun 10, 2022	JOHNSON SHAUN M	SALE	67.77	736	49.88K	44.54K
Jun 09, 2022	BARFIELD JON E	SALE	69.44	1.27K	87.98K	13.62K
Jun 01, 2022	MCINTOSH SCOTT B	SALE	70.86	703	49.82K	23.64K
May 31, 2022	MCINTOSH SCOTT B	SALE	71.21	703	50.06K	24.2K
May 11, 2022	VENKAT DHENUVAKONDA RAO	SALE	69.20	281	19.45K	35.24K
Mar 14, 2022	HENDRIAN CATHERINE A	SALE	66.09	6.52K	430.98K	47.12K
Nov 17, 2021	RICH BRIAN F	SALE	60.32	3.5K	211.12K	72.12K
Sep 01, 2021	BROSSOIT JEAN-FRANCOIS	SALE	64.82	770	49.91K	54.69K
Aug 23, 2021	BARFIELD JON E	SALE	64.08	4.12K	264.01K	12.48K
Aug 11, 2021	RICH BRIAN F	SALE	63.14	3.5K	220.99K	75.08K
Aug 09, 2021	BARBA GLENN P	SALE	63.10	12.8K	807.68K	27.1K
Aug 05, 2021	HENDRIAN CATHERINE A	SALE	62.80	7.99K	501.81K	43.86K
Mar 10, 2021	BROSSOIT JEAN-FRANCOIS	SALE	57.21	3.01K	172.22K	55.66K
Sep 09, 2020	BROSSOIT JEAN-FRANCOIS	SALE	62.25	1.6K	99.6K	46.07K
Sep 03, 2020	BROSSOIT JEAN-FRANCOIS	SALE	61.66	1.62K	99.89K	47.67K
Sep 01, 2020	BROSSOIT JEAN-FRANCOIS	SALE	60.25	2.46K	148.22K	49.29K
Aug 31, 2020	VENKAT DHENUVAKONDA RAO	SALE	60.43	430	25.99K	32.17K
Aug 25, 2020	BROSSOIT JEAN-FRANCOIS	SALE	61.00	699	42.64K	51.55K
Aug 17, 2020	VENKAT DHENUVAKONDA RAO	SALE	61.30	800	49.04K	32.6K
Aug 14, 2020	BARFIELD JON E	SALE	60.96	4.8K	292.59K	14.16K
Aug 11, 2020	VENKAT DHENUVAKONDA RAO	SALE	62.80	770	48.35K	33.4K
Aug 10, 2020	HENDRIAN CATHERINE A	SALE	62.78	1.58K	99.44K	41.22K
Aug 07, 2020	BROSSOIT JEAN-FRANCOIS	SALE	63.00	780	49.14K	52.25K
Aug 07, 2020	HENDRIAN CATHERINE A	SALE	63.07	792	49.95K	42.8K
May 26, 2020	BROSSOIT JEAN-FRANCOIS	SALE	56.41	891	50.26K	52.82K
May 21, 2020	VENKAT DHENUVAKONDA RAO	SALE	55.76	875	48.79K	34.09K
May 18, 2020	BROSSOIT JEAN-FRANCOIS	SALE	56.00	892	49.95K	55.49K
May 14, 2020	HENDRIAN CATHERINE A	SALE	54.17	1.84K	99.84K	43.27K
May 12, 2020	BROSSOIT JEAN-FRANCOIS	SALE	55.75	896	49.95K	58.19K
May 12, 2020	RICH BRIAN F	SALE	55.64	7.5K	417.32K	64.09K
Apr 01, 2020	RUSSELL JOHN G	SALE	55.38	2.85K	157.95K	178.91K
Mar 02, 2020	RUSSELL JOHN G	SALE	63.08	2.7K	170.32K	184.51K
Feb 03, 2020	RUSSELL JOHN G	SALE	68.57	5.6K	383.96K	190.11K
Jan 02, 2020	RUSSELL JOHN G	SALE	62.46	5.6K	349.8K	195.71K
Dec 02, 2019	RUSSELL JOHN G	SALE	61.03	5.6K	341.79K	201.31K
Nov 14, 2019	BARFIELD JON E	SALE	60.75	8.39K	509.69K	16.23K
Nov 04, 2019	VENKAT DHENUVAKONDA RAO	SALE	62.74	750	47.06K	32.4K
Nov 01, 2019	VENKAT DHENUVAKONDA RAO	SALE	63.44	750	47.58K	33.15K
Nov 01, 2019	RUSSELL JOHN G	SALE	63.48	5.6K	355.49K	206.91K
Oct 01, 2019	RUSSELL JOHN G	SALE	64.04	5.6K	358.63K	212.51K
Sep 03, 2019	RUSSELL JOHN G	SALE	64.12	2.8K	179.53K	218.11K
Aug 27, 2019	RUSSELL JOHN G	SALE	63.02	33.5K	2.11M	223.71K
Aug 23, 2019	HOFMEISTER BRANDON J.	SALE	62.36	500	31.18K	22.95K
Aug 13, 2019	RICH BRIAN F	SALE	59.70	4K	238.79K	60.55K
Aug 08, 2019	RUSSELL JOHN G	SALE	60.04	33.5K	2.01M	257.21K
Aug 01, 2019	RUSSELL JOHN G	SALE	57.78	5.6K	323.56K	290.71K
Jul 01, 2019	RUSSELL JOHN G	SALE	57.46	5.6K	321.77K	296.31K
May 23, 2019	HENDRIAN CATHERINE A	SALE	56.96	1.75K	99.86K	37.57K
May 08, 2019	REYNOLDS CATHERINE M	SALE	54.63	6.2K	338.85K	121.21K
May 03, 2019	BARBA GLENN P	SALE	54.95	8.5K	467.08K	28.56K
Apr 30, 2019	RUSSELL JOHN G	SALE	55.35	16.8K	929.88K	299.2K
Feb 12, 2019	REYNOLDS CATHERINE M	SALE	53.02	8.19K	434.05K	129.39K
Nov 20, 2018	HOFMEISTER BRANDON J.	SALE	51.88	500	25.94K	16.3K
Oct 30, 2018	RICH BRIAN F	SALE	49.69	4K	198.75K	53.92K
Aug 14, 2018	VENKAT DHENUVAKONDA RAO	SALE	48.77	1K	48.77K	29.84K
Aug 13, 2018	BARFIELD JON E	SALE	48.45	2.86K	138.62K	21.15K
May 17, 2018	VENKAT DHENUVAKONDA RAO	SALE	44.11	1K	44.11K	30.75K
May 07, 2018	REYNOLDS CATHERINE M	SALE	46.05	5.61K	258.4K	122.2K
May 02, 2018	BARBA GLENN P	SALE	46.85	10K	468.5K	32.16K
May 02, 2018	VENKAT DHENUVAKONDA RAO	SALE	46.62	1K	46.62K	31.75K
Feb 20, 2018	REYNOLDS CATHERINE M	SALE	43.40	8.31K	360.63K	126.81K
Nov 20, 2017	MENGEBIER DAVID G	SALE	49.48	2.5K	123.7K	117.52K
Nov 02, 2017	VENKAT DHENUVAKONDA RAO	SALE	48.12	1K	48.12K	28.18K
Nov 01, 2017	VENKAT DHENUVAKONDA RAO	SALE	48.02	1K	48.02K	29.18K
Aug 22, 2017	RICH BRIAN F	SALE	48.26	3.5K	168.92K	44.84K
Aug 17, 2017	ROCHOW GARRICK J	SALE	47.79	1K	47.79K	0
Aug 03, 2017	BARFIELD JON E	SALE	46.81	6.34K	296.56K	20.58K
May 30, 2017	MALONE DANIEL J	SALE	47.42	10K	474.21K	148.62K
May 25, 2017	WEBB THOMAS J	SALE	47.23	50K	2.36M	187.77K
May 16, 2017	VENKAT DHENUVAKONDA RAO	SALE	45.50	2K	90.99K	30.02K
May 09, 2017	BARBA GLENN P	SALE	45.13	15.27K	689.16K	33.91K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES8K3

NET SHARES-8K3

SHARES HELD145.81K3

% NET SHARES-105.48%0%

CMS Stock Ownership Breakdown

CMS Energy

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions