How many institutions own DFIN 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 DFIN shares is 363, representing 103.24% of the company's common stock.

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

ALLIANCEBERNSTEIN L.P., in the last quarter, reduced its stake in DFIN by -10.1% restricting it's holding to 485.16 thousand shares of worth nearly $22.65M. GEODE CAPITAL MANAGEMENT, LLC also lessened -3.29% of the DFIN shares from its portfolio, reducing its holding to 609.65 thousand shares of worth $28.47M. RHUMBLINE ADVISERS also shunned DFIN shares holding by -7.97% last quarter which brought its holding to 73.18 thousand shares worth $3.42M.

Investors who are buying DFIN stock?

As per its latest 13F filing, LOOMIS SAYLES & CO L P increased its stake in DFIN by 8.13% in the last quarter. The institutional holder raised its holding to 293.76 thousand shares having worth more than $13.72M. MILLENNIUM MANAGEMENT LLC also added 1,080.95% more shares of DFIN to its portfolio, raising its holding to 91.37 thousand shares of worth $4.27M. FIRST TRUST ADVISORS LP also increased its DFIN shares holding by 47.66% which brought its holding to 46.51 thousand shares worth $2.17M.

DFIN's major insiders: who are they?

The insider with the most stakes in DFIN is Jacobowitz Jeffrey , director at the company. Additionally, DFIN stock is highly held by Chief Executive Officer Leib Daniel and Chief Financial Officer Gardella David A among others.

Did an insider recently sell DFIN stock?

Company executives, directors, and other insiders own 4.63% percent of Donnelley Financial Solutions, Inc.'s stock. Within the last six months, there have been 4 transaction(s) in which DFIN insiders have sold stock, totaling 42.2K shares. Insiders that have sold shares include JOHNSON ERIC J, WILLIAMS ROBERT KIRK, and LEIB DANIEL.

Which insider recently purchased DFIN stock?

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

How much of DFIN does insiders own?

Around 800.38K Donnelley Financial Solutions, Inc. shares are held by insiders, which represents about 4.63% of DFIN stock.

Who is the insider with the largest stake?

DFIN director, Jacobowitz Jeffrey holds the largest portfolio of the company's shares. DFIN shares owned by Jacobowitz total nearly 774.17 thousand.

Which institution holds the most shares in DFIN?

ALLIANCEBERNSTEIN L.P. is the largest institutional owner in DFIN which holds 485.16 thousand shares worth $22.65M or 1.84% of the total DFIN shares outstanding followed by GEODE CAPITAL MANAGEMENT, LLC with ownership of 609.65 thousand shares representing 2.22% of the DFIN ownership. RHUMBLINE ADVISERS is the third largest stakeholder with 73.18 thousand shares or 0.27% of the ownership worth more than $3.42M.

Is Donnelley Financial Solutions, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the DFIN is concerned, it is a stock which is optionable.

Is there a short position on DFIN's shares?

Number of DFIN shares short is 1.22M. 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 DFIN shares are there?

As of today, 27.49M shares of DFIN are outstanding.

Is there many float in DFIN 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, DFIN has 26.36M shares in float.

DFIN 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 DFIN is 4.14.

Donnelley Financial Solutions (DFIN) 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 Shares4.45

Short Percent Of Float5.58

Shares Outstanding27.49M

Shares Float26.36M

Shares Short1.22M

Short Ratio4.14

5.58%

Short % of Float

4.45%

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

4.63% Percentage of Shares held by All Insiders

103.24% Percentage of Shares held by All Institutions

108.26% Percentage of Float held by Institutions

363

Number of Institutions Holding Shares

Institutional Ownership

About 103.24% of DFIN shares are held by financial institutions. ALLIANCEBERNSTEIN L.P. is the top corporate investor, holding 485.16K shares valued at $22.65M. A 1.84% stake in Donnelley Financial Solutions, Inc. is owned by the company. GEODE CAPITAL MANAGEMENT, LLC owns 609.65K shares valued at $28.47M, which translates its holding of 2.22% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	1.84%	485.16K	22.65M	-54.49K	-10.10%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.22%	609.65K	28.47M	-20.76K	-3.29%
Dec 31, 2025	RHUMBLINE ADVISERS	0.27%	73.18K	3.42M	-6.33K	-7.97%
Dec 31, 2025	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	0.89%	245.67K	11.47M	0	0
Dec 31, 2025	LOOMIS SAYLES & CO L P	1.05%	293.76K	13.72M	22.09K	+8.13%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.33%	91.37K	4.27M	83.63K	+1,080.95%
Dec 31, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.39%	102.97K	4.81M	-19.97K	-16.25%
Dec 31, 2025	MARATHON ASSET MANAGEMENT LTD	0.49%	136.18K	6.36M	-13.23K	-8.85%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.54%	151.83K	7.09M	-13.03K	-7.90%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.59%	162.65K	7.59M	-8.73K	-5.09%
Dec 31, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.16%	43.93K	2.05M	-4.64K	-9.56%
Dec 31, 2025	MORAN WEALTH MANAGEMENT, LLC	0.16%	44.4K	2.07M	-3.09K	-6.51%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.17%	46.51K	2.17M	15.01K	+47.66%
Dec 31, 2025	CITADEL ADVISORS LLC	0.17%	46.12K	2.15B	9.8K	+26.97%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.18%	49.37K	2.3M	-13K	-20.85%
Dec 31, 2025	ASSETMARK, INC	0.18%	50.15K	2.34M	800	+1.62%
Dec 31, 2025	HARBOR CAPITAL ADVISORS, INC.	0.18%	50.5K	2.36M	10.36K	+25.79%
Dec 31, 2025	SWISS NATIONAL BANK	0.18%	51.6K	2.41M	700	+1.38%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.19%	52.73K	2.46M	-13.77K	-20.71%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.19%	53.76K	2.51M	-2.35K	-4.19%
Dec 31, 2025	DEUTSCHE BANK AG\	0.12%	34.09K	1.59M	1.24K	+3.76%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.13%	34.93K	1.63M	-1.57K	-4.29%
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.14%	37.89K	1.77M	37.89K	+100.00%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.27%	76K	3.55M	1.54K	+2.07%
Dec 31, 2025	NUVEEN, LLC	0.3%	83.85K	3.92M	-1.89K	-2.21%
Dec 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.33%	91.85K	4.29M	-15.44K	-14.39%
Dec 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.06%	290.41K	13.56M	57.07K	+24.46%
Dec 31, 2025	BRIDGE CITY CAPITAL, LLC	0.21%	57.33K	2.68M	-7.02K	-10.91%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.21%	56.73K	2.65M	-97.12K	-63.13%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.22%	61.29K	2.8M	-17.34K	-22.05%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.24%	68.21K	3.18M	-3.06K	-4.29%
Dec 31, 2025	JANE STREET GROUP, LLC	0.4%	109.49K	5.11M	20.88K	+23.57%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.45%	126.71K	5.92M	-6.13K	-4.61%
Dec 31, 2025	UBS GROUP AG	0.49%	134.37K	6.27M	87.73K	+188.12%
Dec 31, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.86%	518.83K	24.22M	40.97K	+8.57%
Dec 31, 2025	BOSTON TRUST WALDEN CORP	1.86%	519.91K	24.27M	-214.01K	-29.16%
Dec 31, 2025	ROYCE & ASSOCIATES LP	2.12%	590.14K	27.55M	156.06K	+35.95%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.62%	172.96K	8.08M	60.52K	+53.82%
Dec 31, 2025	ABRDN PLC	0.69%	191.66K	8.95M	-138.53K	-41.95%
Dec 31, 2025	WINMILL & CO. INC	0.7%	195.86K	9.14M	-47.14K	-19.40%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	0.22%	61.6K	2.88M	3.25K	+5.57%
Dec 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.23%	62.93K	2.94M	62.93K	+100.00%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.23%	65.23K	3.05M	-46	-0.07%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.72%	199.37K	9.31M	61.89K	+45.01%
Dec 31, 2025	ACCESS INVESTMENT MANAGEMENT LLC	0.79%	219.65K	11.3M	0	0
Dec 31, 2025	SHAPIRO CAPITAL MANAGEMENT LLC	1.87%	492.48K	22.99M	-218.89K	-30.77%
Dec 31, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	2.18%	572.27K	26.72M	-5.08K	-0.88%
Dec 31, 2025	RICE HALL JAMES & ASSOCIATES, LLC	2.91%	765.94K	35.76M	6.87K	+0.91%
Dec 31, 2025	WESTWOOD HOLDINGS GROUP INC	2.96%	778.3K	36.34M	52.79K	+7.28%
Dec 31, 2025	ALBERTA INVESTMENT MANAGEMENT CORP	3.2%	879.6K	41.07M	529.6K	+151.31%
Dec 31, 2025	BARCLAYS PLC	0.14%	39.86K	1.86B	1.88K	+4.96%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.5%	696.69K	32.53M	-3.22K	-0.46%
Dec 31, 2025	MAWER INVESTMENT MANAGEMENT LTD.	3.08%	859.57K	40.13M	-4.06K	-0.47%
Dec 31, 2025	SIMCOE CAPITAL MANAGEMENT, LLC	3.76%	1.05M	49.01M	-137.4K	-11.57%
Dec 31, 2025	MORGAN STANLEY	3.81%	1.05M	48.91M	-254.16K	-19.53%
Dec 31, 2025	STATE STREET CORP	4.38%	1.21M	56.28M	-11.84K	-0.97%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	4.44%	1.24M	57.85M	1.64K	+0.13%
Dec 31, 2025	VANGUARD GROUP INC	6.66%	1.83M	85.48M	-36.45K	-1.95%
Dec 31, 2025	BLACKROCK, INC.	14.35%	3.95M	184.24M	-61.34K	-1.53%
Dec 31, 2025	GLOBEFLEX CAPITAL L P	0.25%	68.49K	3.2M	0	0
Dec 31, 2025	INVESCO LTD.	0.32%	86.74K	4.05M	-317.6K	-78.55%
Dec 31, 2025	JPMORGAN CHASE & CO	1.31%	366.38K	17.11M	8.08K	+2.25%
Dec 31, 2025	ISTHMUS PARTNERS, LLC	0.25%	71.09K	3.32M	12.68K	+21.71%
Dec 31, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.26%	72.53K	3.39M	17.53K	+31.88%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.29%	81.02K	3.78M	21.96K	+37.17%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.4%	391.92K	18.3M	27	+0.01%
Dec 31, 2025	NORTHERN TRUST CORP	1.5%	417.89K	19.51M	-75.73K	-15.34%
Sep 30, 2025	BLACKROCK, INC.	14.47%	4.01M	206.1M	120.61K	+3.10%
Sep 30, 2025	LOOMIS SAYLES & CO L P	0.98%	271.67K	13.97M	91.24K	+50.57%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.26%	71.27K	3.67M	-1.55K	-2.12%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.41%	391.89K	20.16M	23.67K	+6.43%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.41%	112.44K	5.78M	-17.28K	-13.32%
Sep 30, 2025	SHAPIRO CAPITAL MANAGEMENT LLC	2.57%	711.37K	36.59M	176.72K	+33.05%
Sep 30, 2025	WESTWOOD HOLDINGS GROUP INC	2.62%	725.51K	37.31M	115.58K	+18.95%
Sep 30, 2025	BOSTON TRUST WALDEN CORP	2.65%	733.92K	37.75M	-12.99K	-1.74%
Sep 30, 2025	RICE HALL JAMES & ASSOCIATES, LLC	2.74%	759.07K	39.04M	-75.53K	-9.05%
Sep 30, 2025	MAWER INVESTMENT MANAGEMENT LTD.	3.12%	863.63K	44.42M	-210.76K	-19.62%
Sep 30, 2025	SIMCOE CAPITAL MANAGEMENT, LLC	4.29%	1.19M	61.06M	149.46K	+14.40%
Sep 30, 2025	STATE STREET CORP	4.39%	1.22M	62.6M	70.35K	+6.13%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	4.47%	1.24M	63.63M	91.49K	+7.99%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.28%	78.63K	4.08M	-98.25K	-55.55%
Sep 30, 2025	RHUMBLINE ADVISERS	0.29%	79.52K	4.09M	2.58K	+3.36%
Sep 30, 2025	NUVEEN, LLC	0.31%	85.75K	4.41M	-1.89K	-2.15%
Sep 30, 2025	JANE STREET GROUP, LLC	0.32%	88.61K	4.56M	70.4K	+386.61%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.37%	101.5K	5.22M	-60.5K	-37.34%
Sep 30, 2025	GLOBAL VALUE INVESTMENT CORP.	0.38%	106.06K	5.45M	-550	-0.52%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.39%	107.29K	5.52M	20.59K	+23.75%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.41%	112.4K	5.78M	13.3K	+13.42%
Sep 30, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.44%	122.94K	6.32M	15.65K	+14.58%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.5%	137.48K	7.07M	19.19K	+16.23%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.62%	171.38K	8.81M	17.03K	+11.03%
Sep 30, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	2.08%	577.36K	29.69M	22.53K	+4.06%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.28%	630.41K	32.43M	21.54K	+3.54%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.53%	699.9K	36M	-24.71K	-3.41%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.03%	285.32K	14.67M	-38.15K	-11.79%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.42%	393.68K	20.25M	-207.44K	-34.51%
Sep 30, 2025	INVESCO LTD.	1.46%	404.34K	20.8M	-95.76K	-19.15%
Sep 30, 2025	ROYCE & ASSOCIATES LP	1.57%	434.08K	22.32M	264.66K	+156.22%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.24%	66.5K	3.42M	-1.7K	-2.49%
Sep 30, 2025	MAN GROUP PLC	0.25%	68.27K	3.51M	-936	-1.35%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.27%	74.46K	3.83M	-50.55K	-40.44%
Sep 30, 2025	ABRDN PLC	1.19%	330.2K	16.98M	-130.14K	-28.27%
Sep 30, 2025	GLOBEFLEX CAPITAL L P	0.25%	68.49K	3.52M	0	0
Sep 30, 2025	MARATHON ASSET MANAGEMENT LTD	0.54%	149.41K	7.68M	-53.41K	-26.33%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.56%	153.85K	7.91M	107.92K	+235.02%
Sep 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	0.84%	233.35K	12M	-155.07K	-39.92%
Sep 30, 2025	WINMILL & CO. INC	0.88%	243K	12.5M	0	0
Sep 30, 2025	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	0.89%	245.67K	12.64M	0	0
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.48%	132.84K	6.83M	6.62K	+5.25%
Sep 30, 2025	ALBERTA INVESTMENT MANAGEMENT CORP	1.26%	350K	18M	150K	+75.00%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.13%	36.5K	1.88M	-341	-0.93%
Sep 30, 2025	BARCLAYS PLC	0.14%	37.98K	1.95M	-15.67K	-29.21%
Sep 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.14%	40.14K	2.07M	-68.75K	-63.13%
Sep 30, 2025	UBS GROUP AG	0.17%	46.64K	2.4M	-14.9K	-24.22%
Sep 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0.17%	47.49K	2.44M	-4.58K	-8.80%
Sep 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.18%	48.58K	2.5M	-136	-0.28%
Sep 30, 2025	ASSETMARK, INC	0.18%	49.35K	2.54M	1.98K	+4.18%
Sep 30, 2025	SWISS NATIONAL BANK	0.18%	50.9K	2.62M	-900	-1.74%
Sep 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.2%	54.99K	2.83M	261	+0.48%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.2%	56.11K	2.89M	825	+1.49%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.21%	58.35K	3M	-2.06K	-3.41%
Sep 30, 2025	ISTHMUS PARTNERS, LLC	0.21%	58.41K	3K	3.43K	+6.23%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.21%	59.06K	3.04M	24.06K	+68.75%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.23%	62.37K	3.21M	-2.21K	-3.43%
Sep 30, 2025	BRIDGE CITY CAPITAL, LLC	0.23%	64.36K	3.31M	16.7K	+35.04%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.24%	65.68K	3.38M	2.19K	+3.45%
Sep 30, 2025	WINTON GROUP LTD	0.24%	65.88K	3.39M	65.88K	+100.00%
Sep 30, 2025	ACCESS INVESTMENT MANAGEMENT LLC	0.79%	219.65K	11.3M	375	+0.17%
Sep 30, 2025	JPMORGAN CHASE & CO	1.29%	358.3K	18.43M	-8.6K	-2.35%
Sep 30, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.73%	477.87K	24.58M	67.09K	+16.33%
Sep 30, 2025	NORTHERN TRUST CORP	1.78%	493.62K	25.39M	-19.42K	-3.79%
Sep 30, 2025	OPHIR ASSET MANAGEMENT PTY LTD	1.92%	532.82K	27.4M	241.88K	+83.14%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	1.95%	539.65K	27.75M	-53.01K	-8.94%
Sep 30, 2025	MORGAN STANLEY	4.7%	1.3M	66.95M	93.45K	+7.73%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.6%	164.86K	8.48M	-6.2K	-3.62%
Sep 30, 2025	VANGUARD GROUP INC	6.74%	1.87M	96.03M	49.88K	+2.74%
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.39%	108.89K	6.71M	47.63K	+77.76%
Jun 30, 2025	BLACKROCK, INC.	14.03%	3.89M	239.62M	-383.09K	-8.97%
Jun 30, 2025	VANGUARD GROUP INC	6.56%	1.82M	112.04M	-51.35K	-2.75%
Jun 30, 2025	MORGAN STANLEY	4.36%	1.21M	74.49M	158.52K	+15.10%
Jun 30, 2025	STATE STREET CORP	4.14%	1.15M	70.7M	-48.87K	-4.09%
Jun 30, 2025	MAWER INVESTMENT MANAGEMENT LTD.	3.88%	1.07M	66.24M	-258.39K	-19.39%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.2%	608.87K	37.54M	-27.27K	-4.29%
Jun 30, 2025	MARATHON ASSET MANAGEMENT LTD	0.73%	202.82K	12.5M	-2.86K	-1.39%
Jun 30, 2025	ALBERTA INVESTMENT MANAGEMENT CORP	0.72%	200K	12.33M	50K	+33.33%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	4.14%	1.15M	70.64M	-58.74K	-4.88%
Jun 30, 2025	SIMCOE CAPITAL MANAGEMENT, LLC	3.75%	1.04M	63.98M	263.57K	+34.05%
Jun 30, 2025	RICE HALL JAMES & ASSOCIATES, LLC	3.01%	834.6K	51.45M	8.61K	+1.04%
Jun 30, 2025	BOSTON TRUST WALDEN CORP	2.7%	746.91K	46.05M	-15.74K	-2.06%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.62%	724.62K	44.67M	-55.35K	-7.10%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.17%	601.12K	37.06M	5.47K	+0.92%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	2.14%	592.65K	36.54M	562.14K	+1,842.55%
Jun 30, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	2%	554.83K	34.21M	29.85K	+5.69%
Jun 30, 2025	SHAPIRO CAPITAL MANAGEMENT LLC	1.93%	534.65K	32.96M	186.56K	+53.60%
Jun 30, 2025	NORTHERN TRUST CORP	1.85%	513.04K	31.63M	-74.12K	-12.62%
Jun 30, 2025	INVESCO LTD.	1.81%	500.1K	30.83M	76.22K	+17.98%
Jun 30, 2025	NUVEEN, LLC	0.32%	87.63K	5.4M	-23.58K	-21.20%
Jun 30, 2025	ABRDN PLC	1.66%	460.33K	28.38M	29.78K	+6.92%
Jun 30, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.48%	410.77K	25.32M	19.26K	+4.92%
Jun 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.4%	388.42K	23.95M	42.06K	+12.14%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.33%	368.23K	22.7M	-5.7K	-1.52%
Jun 30, 2025	WESTWOOD HOLDINGS GROUP INC	2.2%	609.94K	37.6M	609.94K	+100.00%
Jun 30, 2025	OPHIR ASSET MANAGEMENT PTY LTD	1.05%	290.94K	18.58M	-188.36K	-39.30%
Jun 30, 2025	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	0.89%	245.67K	15.15M	0	0
Jun 30, 2025	WINMILL & CO. INC	0.88%	243K	14.98M	0	0
Jun 30, 2025	O'KEEFE STEVENS ADVISORY, INC.	0.85%	234.36K	14.45M	4.95K	+2.16%
Jun 30, 2025	NEUMEIER POMA INVESTMENT COUNSEL LLC	0.8%	220.73K	13.61M	-54.35K	-19.76%
Jun 30, 2025	ACCESS INVESTMENT MANAGEMENT LLC	0.79%	219.27K	13.52M	219.27K	+100.00%
Jun 30, 2025	ROYCE & ASSOCIATES LP	0.61%	169.42K	10.44M	132.37K	+357.32%
Jun 30, 2025	GLOBAL VALUE INVESTMENT CORP.	0.38%	106.61K	6.57M	-805	-0.75%
Jun 30, 2025		0.32%	87.63K	5.4M	-23.58K	-21.20%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.31%	86.7K	5.34M	2.52K	+2.99%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.62%	171.06K	10.55M	-4.89K	-2.78%
Jun 30, 2025	LOOMIS SAYLES & CO L P	0.65%	180.43K	11.12M	38.41K	+27.05%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.64%	176.89K	10.94M	53.6K	+43.47%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.36%	99.1K	6.11M	-31.2K	-23.94%
Jun 30, 2025	JPMORGAN CHASE & CO	1.32%	366.9K	22.62M	9.21K	+2.57%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.17%	323.47K	19.94M	-29.61K	-8.39%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.7%	192.52K	11.87M	23.61K	+13.98%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.58%	162K	9.99M	-10.62K	-6.15%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0.56%	155.24K	9.58M	142.46K	+1,115.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.56%	154.35K	9.52M	49.27K	+46.89%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.47%	129.72K	8M	-12.05K	-8.50%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.46%	126.22K	7.78M	-6.33K	-4.78%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.45%	125K	7.71M	23.05K	+22.61%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.43%	118.29K	7.29M	-33.8K	-22.22%
Jun 30, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.39%	107.29K	6.61M	35.12K	+48.66%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.37%	101.38K	6.25M	-14.91K	-12.82%
Mar 31, 2025	VANGUARD GROUP INC	6.51%	1.87M	81.68M	18.75K	+1.01%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.37%	105.08K	4.59M	-6.26K	-5.62%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.38%	108.27K	4.73M	60.2K	+125.24%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.43%	123.29K	5.42M	-26.05K	-17.44%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.45%	130.3K	5.7M	-6.3K	-4.61%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.21%	346.35K	15.14M	-1.75K	-0.50%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.23%	353.08K	15.43M	-288.6K	-44.98%
Mar 31, 2025	JPMORGAN CHASE & CO	1.25%	357.7K	15.63M	-31.87K	-8.18%
Mar 31, 2025	UBS GROUP AG	0.37%	105.48K	4.61M	68.89K	+188.25%
Mar 31, 2025	GLOBAL VALUE INVESTMENT CORP.	0.37%	107.42K	4.7M	51.91K	+93.54%
Mar 31, 2025	WINMILL & CO. INC	0.85%	243K	10.62M	118K	+94.40%
Mar 31, 2025	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	0.86%	245.67K	10.74M	47.44K	+23.93%
Mar 31, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.36%	391.51K	17.11M	15.78K	+4.20%
Mar 31, 2025	INVESCO LTD.	1.48%	423.88K	18.53M	-602.75K	-58.71%
Mar 31, 2025	SIMCOE CAPITAL MANAGEMENT, LLC	2.7%	774.17K	33.84M	0	0
Mar 31, 2025		0.39%	111.22K	4.86M	111.22K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	14.88%	4.27M	186.64M	-225.87K	-5.02%
Mar 31, 2025	SHAPIRO CAPITAL MANAGEMENT LLC	1.21%	348.09K	15.21M	166.65K	+91.85%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.46%	132.54K	5.79M	3.36K	+2.60%
Mar 31, 2025	CITADEL ADVISORS LLC	0.35%	99.44K	4.35M	18.7K	+23.16%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.49%	141.76K	6.2M	-23.53K	-14.23%
Mar 31, 2025	LOOMIS SAYLES & CO L P	0.49%	142.01K	6.21M	142.01K	+100.00%
Mar 31, 2025	ALBERTA INVESTMENT MANAGEMENT CORP	0.52%	150K	6.56M	-36.17K	-19.43%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.53%	152.08K	6.65M	-102.93K	-40.36%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.6%	172.62K	7.55M	10.38K	+6.39%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.61%	175.95K	7.69M	166	+0.09%
Mar 31, 2025	NEUMEIER POMA INVESTMENT COUNSEL LLC	0.96%	275.08K	12.02M	-48K	-14.86%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.3%	373.93K	16.34M	320	+0.09%
Mar 31, 2025	ABRDN PLC	1.5%	430.55K	18.82M	70.01K	+19.42%
Mar 31, 2025	NORTHERN TRUST CORP	2.05%	587.16K	25.66M	41.96K	+7.70%
Mar 31, 2025	GRANITE INVESTMENT PARTNERS, LLC	0.79%	225.69K	9.86M	37.89K	+20.18%
Mar 31, 2025	O'KEEFE STEVENS ADVISORY, INC.	0.8%	229.41K	10.03M	6.11K	+2.74%
Mar 31, 2025	OPHIR ASSET MANAGEMENT PTY LTD	1.67%	479.3K	20.95M	479.3K	+100.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.59%	168.9K	7.38M	-54.11K	-24.26%
Mar 31, 2025	MARATHON ASSET MANAGEMENT LTD	0.72%	205.69K	8.99M	-21.95K	-9.64%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.36%	101.95K	4.46M	1.67K	+1.67%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.72%	779.97K	34.09M	-99.49K	-11.31%
Mar 31, 2025	RICE HALL JAMES & ASSOCIATES, LLC	2.88%	825.98K	36.1M	-17.77K	-2.11%
Mar 31, 2025	STATE STREET CORP	4.17%	1.2M	52.27M	31.13K	+2.67%
Mar 31, 2025	BURGUNDY ASSET MANAGEMENT LTD.	0.66%	189.98K	8.3M	189.98K	+100.00%
Mar 31, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	1.83%	524.98K	22.95M	105.27K	+25.08%
Mar 31, 2025	MORGAN STANLEY	3.66%	1.05M	45.88M	260.88K	+33.07%
Mar 31, 2025	MAWER INVESTMENT MANAGEMENT LTD.	4.64%	1.33M	58.26M	-402.79K	-23.21%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	116.29K	5.08M	-49.07K	-29.67%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.98%	281.26K	12.29M	260.74K	+1,270.59%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.32%	91.58K	4M	-12.22K	-11.77%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.08%	595.64K	26.04M	299	+0.05%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.22%	636.14K	27.81M	45.91K	+7.78%
Mar 31, 2025	BOSTON TRUST WALDEN CORP	2.66%	762.66K	33.34M	-11.1K	-1.43%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.48%	137.08K	5.99M	-14.72K	-9.70%
Mar 31, 2024	SIMCOE CAPITAL MANAGEMENT, LLC	7.62%	2.23M	138.44M	-253.78K	-10.21%
Mar 31, 2024	ALGERT GLOBAL LLC	0.14%	41.82K	2.59M	-1.45K	-3.35%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.16%	46.67K	2.89M	-7.2K	-13.37%
Mar 31, 2024	TEACHER RETIREMENT SYSTEM OF TEXAS	0.16%	47.65K	2.95M	32.96K	+224.42%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.17%	50.72K	3.15M	-610	-1.19%
Mar 31, 2024	SWISS NATIONAL BANK	0.18%	51.7K	3.21M	2.5K	+5.08%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.18%	53.38K	3.31M	2.46K	+4.83%
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.19%	54.65K	3.39M	-1.2K	-2.15%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.19%	54.69K	3.39M	-896	-1.61%
Mar 31, 2024	VIDENT ADVISORY, LLC	0.19%	55.33K	3.43M	55.33K	+100.00%
Mar 31, 2024	HOMESTEAD ADVISERS CORP	0.19%	56.9K	3.53M	11.2K	+24.51%
Mar 31, 2024	WEDGE CAPITAL MANAGEMENT L L P/NC	0.22%	65.88K	4.09M	-3.75K	-5.38%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.23%	68.15K	4.23B	-21	-0.03%
Mar 31, 2024	GLOBEFLEX CAPITAL L P	0.23%	68.49K	4.25M	0	0
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.23%	68.69K	4.26M	-92.19K	-57.30%
Mar 31, 2024	RHUMBLINE ADVISERS	0.25%	72.32K	4.48M	-983	-1.34%
Mar 31, 2024	PRIVATE MANAGEMENT GROUP INC	0.25%	73.37K	4.55M	-67.89K	-48.06%
Mar 31, 2024	WARATAH CAPITAL ADVISORS LTD.	0.32%	95.11K	5.9M	56.31K	+145.11%
Mar 31, 2024	MAN GROUP PLC	0.35%	102.37K	6.35M	-21.97K	-17.67%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.35%	102.8K	6.37M	2.87K	+2.87%
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	0.36%	105.01K	6.51M	51.41K	+95.90%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.37%	107.24K	6.65M	519	+0.49%
Mar 31, 2024	CITADEL ADVISORS LLC	0.4%	117.65K	7.3M	93.57K	+388.66%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.41%	120.39K	7.47M	-494	-0.41%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.41%	121.18K	7.51M	16.09K	+15.31%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.43%	126.11K	7.82M	5.8K	+4.82%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.48%	141.56K	8.78M	40.18K	+39.64%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.49%	142.77K	8.85M	-26	-0.02%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.52%	153.48K	9.52M	-30.45K	-16.56%
Mar 31, 2024	TENSILE CAPITAL MANAGEMENT LP	0.55%	161.21K	10M	-190K	-54.10%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.56%	164.82K	10.22M	61.79K	+59.98%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.57%	168.1K	10.42M	60.2K	+55.80%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.65%	191.24K	11.88M	-5.17K	-2.63%
Mar 31, 2024	NEUMEIER POMA INVESTMENT COUNSEL LLC	0.86%	251.37K	15.59M	251.37K	+100.00%
Mar 31, 2024	BLACKROCK INC.	13.84%	4.06M	251.47M	80.51K	+2.03%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.7%	206.4K	12.8M	-27.96K	-11.93%
Mar 31, 2024	ACCESS INVESTMENT MANAGEMENT LLC	0.74%	218.19K	13.53M	45	+0.02%
Mar 31, 2024	O'KEEFE STEVENS ADVISORY, INC.	0.75%	219.26K	13.6M	-17	-0.01%
Mar 31, 2024	ALBERTA INVESTMENT MANAGEMENT CORP	0.96%	282.27K	17.5M	8.49K	+3.10%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.96%	282.43K	17.51M	-13.03K	-4.41%
Mar 31, 2024	MARATHON ASSET MANAGEMENT LTD	0.99%	288.67K	17.9M	-179.98K	-38.40%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	1.12%	328.66K	20.38M	302.96K	+1,178.50%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.13%	330.96K	20.52M	2.91K	+0.89%
Mar 31, 2024	JPMORGAN CHASE & CO	1.49%	437.97K	27.16M	30.17K	+7.40%
Mar 31, 2024	ABRDN PLC	1.69%	493.72K	30.62M	-20.32K	-3.95%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.83%	535.65K	33.22M	14.28K	+2.74%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	2.12%	622.23K	38.58M	-14.98K	-2.35%
Mar 31, 2024	MORGAN STANLEY	2.24%	656.87K	40.73M	-88.87K	-11.92%
Mar 31, 2024	INVESCO LTD.	2.64%	772.7K	47.91M	27.75K	+3.73%
Mar 31, 2024	BOSTON TRUST WALDEN CORP	2.76%	809.35K	50.19M	112.36K	+16.12%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.27%	79.94K	4.96M	55.33K	+224.84%
Mar 31, 2024	SEIZERT CAPITAL PARTNERS, LLC	0.28%	83.51K	5.18M	1.19K	+1.44%
Mar 31, 2024	JOSH ARNOLD INVESTMENT CONSULTANT, LLC	0.29%	83.93K	5.2M	83.93K	+100.00%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.31%	90.3K	5.6M	90.3K	+100.00%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.33%	97.42K	6.04M	97.42K	+100.00%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.34%	99.43K	6.17M	-2.7K	-2.64%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.34%	100.41K	6.23M	-34.79K	-25.73%
Mar 31, 2024	NORTHERN TRUST CORP	1.22%	356.92K	22.13M	-8.72K	-2.39%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	1.23%	359.03K	22.26M	-24.27K	-6.33%
Mar 31, 2024	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.52%	445.82K	27.64M	3.42K	+0.77%
Mar 31, 2024	RICE HALL JAMES & ASSOCIATES, LLC	3.13%	917.21K	56.88M	-31.26K	-3.30%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	3.17%	928.62K	57.58M	-19.86K	-2.09%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	3.41%	999.89K	62M	114.22K	+12.90%
Mar 31, 2024	STATE STREET CORP	3.51%	1.03M	63.71M	20.73K	+2.06%
Mar 31, 2024	VANGUARD GROUP INC	5.85%	1.71M	106.33M	-17.88K	-1.03%
Mar 31, 2024	MAWER INVESTMENT MANAGEMENT LTD.	6.97%	2.04M	126.64M	657.84K	+47.52%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	2.17%	637.2K	39.74M	44.95K	+7.59%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	1.86%	548.12K	34.19M	351.54K	+178.83%
Dec 31, 2023	BOSTON TRUST WALDEN CORP	2.37%	696.98K	43.47M	238.49K	+52.02%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.77%	521.38K	32.52M	22.51K	+4.51%
Dec 31, 2023	ABRDN PLC	1.75%	514.04K	32.06M	-64.4K	-11.13%
Dec 31, 2023	MARATHON ASSET MANAGEMENT LTD	1.59%	468.65K	29.23M	-15.21K	-3.14%
Dec 31, 2023	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.5%	442.4K	27.59M	-79.6K	-15.25%
Dec 31, 2023	JPMORGAN CHASE & CO	1.39%	407.8K	25.43M	46.91K	+13.00%
Dec 31, 2023	FULLER & THALER ASSET MANAGEMENT, INC.	1.3%	383.3K	23.91M	-9.95K	-2.53%
Dec 31, 2023	NORTHERN TRUST CORP	1.24%	365.64K	22.81M	-22.24K	-5.73%
Dec 31, 2023	TENSILE CAPITAL MANAGEMENT LP	1.19%	351.21K	21.9M	-47.2K	-11.85%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.12%	328.05K	20.46M	1.32K	+0.40%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	1%	295.46K	18.43M	179.77K	+155.39%
Dec 31, 2023	ALBERTA INVESTMENT MANAGEMENT CORP	0.93%	273.78K	17.08M	-27.4K	-9.10%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.8%	234.36K	14.62M	-26.68K	-10.22%
Dec 31, 2023	O'KEEFE STEVENS ADVISORY, INC.	0.75%	219.27K	13.68M	842	+0.39%
Dec 31, 2023		0.74%	218.15K	13.61M	218.15K	+100.00%
Dec 31, 2023	EAGLE ASSET MANAGEMENT INC	0.67%	196.41K	12.25M	-8.21K	-4.01%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.63%	183.93K	11.47M	-20.31K	-9.94%
Dec 31, 2023	PANAGORA ASSET MANAGEMENT INC	0.55%	160.88K	10.03M	-2.02K	-1.24%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.49%	142.8K	8.91M	-1.29K	-0.90%
Dec 31, 2023	PRIVATE MANAGEMENT GROUP INC	0.48%	141.26K	8.81M	-124.05K	-46.76%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.46%	135.2K	8.43M	4.59K	+3.52%
Dec 31, 2023	MAN GROUP PLC	0.42%	124.33K	7.75M	96.67K	+349.46%
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.41%	120.89K	7.54M	-33.85K	-21.87%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.41%	120.32K	7.5M	-18K	-13.01%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.37%	107.9K	6.73M	-4.07K	-3.63%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.36%	106.72K	6.66M	-1.18K	-1.09%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.36%	105.09K	6.55M	14.24K	+15.67%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.34%	101.37K	6.32M	-57.88K	-36.34%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.35%	103.03K	6.43M	59.52K	+136.78%
Dec 31, 2023	INVESCO LTD.	2.53%	744.94K	46.46M	-8.94K	-1.19%
Dec 31, 2023	MORGAN STANLEY	2.54%	745.75K	46.51M	86.11K	+13.05%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	3.01%	885.67K	55.24M	-96.44K	-9.82%
Dec 31, 2023	RICE HALL JAMES & ASSOCIATES, LLC	3.23%	948.47K	59.16M	-53.11K	-5.30%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	3.23%	948.48K	59.16M	-12.39K	-1.29%
Dec 31, 2023	STATE STREET CORP	3.42%	1.01M	62.79M	6.37K	+0.64%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.35%	102.12K	6.37M	-4.35K	-4.08%
Dec 31, 2023	MAWER INVESTMENT MANAGEMENT LTD.	4.71%	1.38M	86.34M	383.83K	+38.36%
Dec 31, 2023	VANGUARD GROUP INC	5.89%	1.73M	108.07M	-89.53K	-4.91%
Dec 31, 2023	SIMCOE CAPITAL MANAGEMENT, LLC	8.46%	2.49M	155.07M	-552K	-18.17%
Dec 31, 2023	BLACKROCK INC.	13.52%	3.97M	247.91M	91.85K	+2.37%
Dec 31, 2023	EAM GLOBAL INVESTORS LLC	0.22%	65.56K	4.09M	27.34K	+71.52%
Dec 31, 2023	CASTLEARK MANAGEMENT LLC	0.23%	66.98K	4.18M	0	0
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.23%	68.17K	4.25M	-339	-0.49%
Dec 31, 2023	GLOBEFLEX CAPITAL L P	0.23%	68.49K	4.27M	-10.5K	-13.29%
Dec 31, 2023	WEDGE CAPITAL MANAGEMENT L L P/NC	0.24%	69.63K	4.34M	-8.04K	-10.35%
Dec 31, 2023	RHUMBLINE ADVISERS	0.25%	73.3K	4.57M	-4.13K	-5.33%
Dec 31, 2023	SEIZERT CAPITAL PARTNERS, LLC	0.28%	82.32K	5.13M	-13.06K	-13.69%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.34%	99.94K	6.23M	8.79K	+9.64%

Insiders

Among the DFIN insiders holding of 4.63% of the stake in company, JACOBOWITZ JEFFREY, director, holds the largest shares of 774.17K. LEIB DANIEL, Chief Executive Officer, is the second largest DFIN insider with ownership of 568.18K shares. GARDELLA DAVID A, Chief Financial Officer, stands third with possession of 197.41K shares of that stake.

Insiders	Designation	Shares Held
JACOBOWITZ JEFFREY	director	774.17K
LEIB DANIEL	Chief Executive Officer	568.18K
GARDELLA DAVID A	Chief Financial Officer	197.41K
CLAY CRAIG	President, GCM	143.45K
JOHNSON ERIC J	President, GIC	116.81K
SIMCOE CAPITAL MANAGEMENT, LLC		65.94K
WILLIAMS ROBERT KIRK	Chief People & Admin Officer	60.8K
AGUILAR LUIS A	director	53.34K
REINERS JENNIFER B	General Counsel	47.69K
GREENFIELD GARY G	director	43.13K
TURNER KAMI	Chief Accounting Officer	41.11K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 06, 2026	JOHNSON ERIC J	SALE	50.16	20.28K	1.02M	116.81K
Mar 04, 2026	WILLIAMS ROBERT KIRK	SALE	52.03	7.68K	399.79K	60.8K
Mar 03, 2026	WILLIAMS ROBERT KIRK	SALE	52.29	4.24K	221.56K	54.58K
Feb 26, 2026	LEIB DANIEL	SALE	50.36	10K	503.59K	568.18K
Aug 27, 2025	AGUILAR LUIS A	SALE	56.71	7.42K	420.88K	53.34K
Aug 14, 2025	LEIB DANIEL	SALE	56.91	800	45.53K	578.18K
Jun 10, 2025	WILLIAMS ROBERT KIRK	SALE	56.54	10K	565.38K	58.82K
May 23, 2025	CLAY CRAIG	SALE	54.03	11.02K	595.54K	143.45K
May 21, 2025	JOHNSON ERIC J	SALE	54.63	14.48K	790.76K	122.09K
May 20, 2025	JOHNSON ERIC J	SALE	54.63	5K	273.13K	136.57K
May 16, 2025	LEIB DANIEL	SALE	55.11	13.7K	754.95K	578.18K
May 15, 2025	LEIB DANIEL	SALE	55.02	24.6K	1.35M	578.18K
May 07, 2025	WILLIAMS ROBERT KIRK	SALE	52.09	4.7K	244.98K	68.82K
Feb 24, 2025	LEIB DANIEL	SALE	50.14	25K	1.25M	515.19K
Feb 21, 2025	GREENFIELD GARY G	PURCHASE	48.89	1K	48.89K	43.13K
Dec 17, 2024	GARDELLA DAVID A	SALE	62.68	3K	188.05K	197.41K
Nov 07, 2024	LEIB DANIEL	SALE	61.54	4.27K	262.52K	515.19K
Nov 06, 2024	LEIB DANIEL	SALE	62.06	140	8.69K	515.19K
Nov 06, 2024	JACOBOWITZ JEFFREY	SALE	61.16	700	42.81K	774.17K
Sep 20, 2024	JACOBOWITZ JEFFREY	SALE	69.17	465	32.16K	1.01M
Sep 19, 2024	JACOBOWITZ JEFFREY	SALE	70.20	121	8.49K	1.12M
Sep 19, 2024	LEIB DANIEL	SALE	70.03	2.62K	183.4K	515.19K
Sep 18, 2024	JACOBOWITZ JEFFREY	SALE	70.18	1.1K	77.2K	1.2M
Sep 18, 2024	LEIB DANIEL	SALE	70.03	2.88K	201.74K	517.81K
Sep 17, 2024	LEIB DANIEL	SALE	70.19	4.1K	287.79K	520.69K
Sep 16, 2024	LEIB DANIEL	SALE	70.01	400	28.01K	524.79K
Aug 15, 2024	LEIB DANIEL	SALE	65.25	15.32K	999.66K	525.19K
Aug 13, 2024	AGUILAR LUIS A	SALE	62.75	4.87K	305.66K	56.51K
Aug 08, 2024	JOHNSON ERIC J	SALE	62.77	8.82K	553.85K	124.19K
Jul 22, 2024	CLAY CRAIG	SALE	66.33	13.23K	877.67K	134.97K
Jul 19, 2024	CLAY CRAIG	SALE	66.01	152	10.03K	148.2K
Jul 18, 2024	CLAY CRAIG	SALE	66.10	400	26.44K	148.35K
Jun 12, 2024	JOHNSON ERIC J	SALE	59.25	5.33K	315.72K	133.01K
Jun 11, 2024	JOHNSON ERIC J	SALE	58.34	16.76K	977.63K	138.34K
Jun 10, 2024	JACOBOWITZ JEFFREY	SALE	57.60	45.47K	2.62M	1.28M
Jun 07, 2024	JACOBOWITZ JEFFREY	SALE	59.46	200	11.89K	1.32M
Jun 07, 2024	JOHNSON ERIC J	SALE	59.01	930	54.88K	155.1K
Jun 06, 2024	JACOBOWITZ JEFFREY	SALE	60.96	800	48.77K	1.34M
May 16, 2024	LEIB DANIEL	SALE	62.67	20K	1.25M	545.19K
May 14, 2024	JACOBOWITZ JEFFREY	SALE	61.21	86.81K	5.31M	1.39M
May 13, 2024	JACOBOWITZ JEFFREY	SALE	61.84	106.17K	6.57M	1.48M
May 10, 2024	JACOBOWITZ JEFFREY	SALE	62.67	305	19.11K	1.59M
May 09, 2024	JACOBOWITZ JEFFREY	SALE	62.38	27.71K	1.73M	1.64M
May 08, 2024	JACOBOWITZ JEFFREY	SALE	62.95	38.75K	2.44M	1.67M
May 07, 2024	JACOBOWITZ JEFFREY	SALE	63.89	15.93K	1.02M	1.77M
May 06, 2024	JACOBOWITZ JEFFREY	SALE	64.26	15.56K	999.51K	2.1M
May 03, 2024	WILLIAMS ROBERT KIRK	SALE	63.57	18.23K	1.16M	58.98K
Apr 24, 2024	CLAY CRAIG	SALE	66.02	5.7K	376.2K	148.75K
Mar 07, 2024	JACOBOWITZ JEFFREY	SALE	63.96	18.27K	1.17M	2.23M
Mar 06, 2024	JACOBOWITZ JEFFREY	SALE	65.50	100	6.55K	2.33M
Mar 01, 2024	LEIB DANIEL	SALE	65.04	500	32.52K	517.47K
Feb 29, 2024	LEIB DANIEL	SALE	64.56	11.36K	733.59K	524.35K
Feb 23, 2024	AGUILAR LUIS A	SALE	63.84	3.05K	194.53K	58.59K
Dec 04, 2023	JACOBOWITZ JEFFREY	SALE	59.41	34.62K	2.06M	2.49M
Dec 01, 2023	JACOBOWITZ JEFFREY	SALE	58.13	106.73K	6.2M	2.59M
Nov 29, 2023	TURNER KAMI	SALE	58.26	8.2K	477.82K	41.11K
Nov 15, 2023	JOHNSON ERIC J	SALE	56.00	7.66K	429.06K	138.81K
Nov 14, 2023	JOHNSON ERIC J	SALE	56.67	7.66K	434.25K	138.81K
Nov 13, 2023	LEIB DANIEL	SALE	55.06	2.24K	123.55K	567.47K
Nov 10, 2023	LEIB DANIEL	SALE	54.33	6.07K	329.99K	573.16K
Nov 09, 2023	LEIB DANIEL	SALE	53.73	4.05K	217.45K	583.23K
Nov 03, 2023	JACOBOWITZ JEFFREY	SALE	55.81	3.92K	218.94K	2.7M
Nov 03, 2023	SIMCOE CAPITAL MANAGEMENT, LLC	SALE	55.81	2.81K	156.94K	65.94K
Nov 02, 2023	JACOBOWITZ JEFFREY	SALE	56.25	26	1.46K	2.91M
Nov 02, 2023	SIMCOE CAPITAL MANAGEMENT, LLC	SALE	56.25	17	956.18	73.07K
Sep 06, 2023	JOHNSON ERIC J	SALE	49.00	300	14.7K	138.81K
Sep 05, 2023	JOHNSON ERIC J	SALE	49.24	7.5K	369.27K	138.81K
Sep 01, 2023	CLAY CRAIG	SALE	49.60	1.58K	78.12K	135.21K
Aug 31, 2023	CLAY CRAIG	SALE	49.65	13.45K	667.72K	135.21K
Aug 30, 2023	CLAY CRAIG	SALE	49.53	3.66K	181.47K	135.21K
Aug 29, 2023	CLAY CRAIG	SALE	49.51	1.21K	60.01K	135.21K
Aug 28, 2023	JACOBOWITZ JEFFREY	SALE	47.33	14.74K	697.79K	3.04M
Aug 28, 2023	SIMCOE CAPITAL MANAGEMENT, LLC	SALE	47.33	14.74K	697.79K	77.45K
Aug 25, 2023	SIMCOE CAPITAL MANAGEMENT, LLC	SALE	46.92	7.47K	350.66K	92.19K
Aug 25, 2023	JACOBOWITZ JEFFREY	SALE	46.92	7.47K	350.66K	3.13M
Aug 24, 2023	SIMCOE CAPITAL MANAGEMENT, LLC	SALE	47.83	21	1K	99.66K
Aug 24, 2023	JACOBOWITZ JEFFREY	SALE	47.83	21	1K	3.21M
Aug 14, 2023	JACOBOWITZ JEFFREY	SALE	47.22	5.96K	281.55K	3.25M
Aug 14, 2023	SIMCOE CAPITAL MANAGEMENT, LLC	SALE	47.22	92.69K	4.38M	2.96M
Aug 11, 2023	SIMCOE CAPITAL MANAGEMENT, LLC	SALE	48.24	1.59K	76.9K	110.58K
Aug 11, 2023	JACOBOWITZ JEFFREY	SALE	48.24	1.59K	76.9K	3.35M
Aug 10, 2023	JACOBOWITZ JEFFREY	SALE	48.66	3.26K	158.48K	3.38M
Aug 10, 2023	SIMCOE CAPITAL MANAGEMENT, LLC	SALE	48.66	3.26K	158.48K	112.18K
Aug 03, 2023	REINERS JENNIFER B	SALE	49.05	1.03K	50.52K	47.69K
Aug 02, 2023	CLAY CRAIG	SALE	49.50	400	19.8K	135.21K
Jul 03, 2023	REINERS JENNIFER B	SALE	45.15	1.03K	46.5K	47.69K
Jun 05, 2023	REINERS JENNIFER B	SALE	44.86	1.03K	46.21K	47.69K
May 08, 2023	JACOBOWITZ JEFFREY	SALE	42.66	184.43K	7.87M	3.46M
May 08, 2023	SIMCOE CAPITAL MANAGEMENT, LLC	SALE	42.66	184.43K	7.87M	3.12M
May 05, 2023	JACOBOWITZ JEFFREY	SALE	42.64	19.7K	840.16K	3.65M
May 05, 2023	SIMCOE CAPITAL MANAGEMENT, LLC	SALE	42.64	128.53K	5.48M	3.31M
May 03, 2023	REINERS JENNIFER B	SALE	41.78	1.03K	43.03K	47.69K
Apr 03, 2023	REINERS JENNIFER B	SALE	40.58	1.03K	41.8K	47.69K
Mar 10, 2023	REINERS JENNIFER B	SALE	37.96	14.3K	542.78K	47.69K
Mar 09, 2023	REINERS JENNIFER B	SALE	40.34	6.26K	252.42K	61.99K
Mar 09, 2023	LEIB DANIEL	SALE	40.38	30K	1.21M	607.47K
Mar 03, 2023	REINERS JENNIFER B	SALE	41.50	1.03K	42.75K	68.25K
Feb 23, 2023	CLAY CRAIG	SALE	41.88	6.68K	279.79K	131.9K
Nov 14, 2022	LEIB DANIEL	SALE	36.94	13.33K	492.23K	592.71K
Aug 11, 2022	LEIB DANIEL	SALE	43.18	20K	863.53K	606.03K
Aug 09, 2022	REINERS JENNIFER B	SALE	42.78	6.36K	271.85K	69.88K
Aug 09, 2022	GARDELLA DAVID A	SALE	42.17	74.27K	3.13M	157.47K
Jun 14, 2022	CLAY CRAIG	SALE	28.20	4.44K	125.07K	117.3K
May 12, 2022	LEIB DANIEL	SALE	27.84	11.48K	319.6K	632.43K
May 09, 2022	JACOBOWITZ JEFFREY	PURCHASE	25.43	75.21K	1.91M	3.38M
May 09, 2022	SIMCOE CAPITAL MANAGEMENT, LLC	PURCHASE	26.79	9.29K	248.81K	182.45K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES42.2K4

NET SHARES-42.2K4

SHARES HELD800.38K4

% NET SHARES-105.27%0%

Frequently Asked Questions