How many institutions own DHIL 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 DHIL shares is 191, representing 69.15% of the company's common stock.

Who are the major shareholders selling Diamond Hill Investment Group, Inc. stock?

DIMENSIONAL FUND ADVISORS LP, in the last quarter, reduced its stake in DHIL by -2.98% restricting it's holding to 75.8 thousand shares of worth nearly $12.85M. LEGATO CAPITAL MANAGEMENT LLC also lessened -57.72% of the DHIL shares from its portfolio, reducing its holding to 2.36 thousand shares of worth $399.85K. TWO SIGMA INVESTMENTS, LP also shunned DHIL shares holding by -19.45% last quarter which brought its holding to 39.31 thousand shares worth $6.66M.

Investors who are buying DHIL stock?

As per its latest 13F filing, SKOPOS LABS, INC. increased its stake in DHIL by 100% in the last quarter. The institutional holder raised its holding to 3.41 thousand shares having worth more than $579.70K. AMERICAN CENTURY COMPANIES INC also added 6.86% more shares of DHIL to its portfolio, raising its holding to 73.29 thousand shares of worth $12.42M. POLAR ASSET MANAGEMENT PARTNERS INC. also increased its DHIL shares holding by 100% which brought its holding to 30 thousand shares worth $5.09M.

DHIL's major insiders: who are they?

The insider with the most stakes in DHIL is DILLON RODERICK H JR , director at the company. Additionally, DHIL stock is highly held by Chief Executive Officer BRILLIANT HEATHER E and Chief Operating Officer Wesolek Lisa M among others.

Did an insider recently sell DHIL stock?

Company executives, directors, and other insiders own 8.67% percent of Diamond Hill Investment Group, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which DHIL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include THOMAS L'QUENTUS, MEYER PAULA R, and QUINIF JO ANN.

Which insider recently purchased DHIL stock?

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

How much of DHIL does insiders own?

Around 0 Diamond Hill Investment Group, Inc. shares are held by insiders, which represents about 8.67% of DHIL stock.

Who is the insider with the largest stake?

DHIL director, DILLON RODERICK H JR holds the largest portfolio of the company's shares. DHIL shares owned by DILLON total nearly 76.94 thousand.

Which institution holds the most shares in DHIL?

DIMENSIONAL FUND ADVISORS LP is the largest institutional owner in DHIL which holds 75.8 thousand shares worth $12.85M or 2.79% of the total DHIL shares outstanding followed by SKOPOS LABS, INC. with ownership of 3.41 thousand shares representing 0.13% of the DHIL ownership. LEGATO CAPITAL MANAGEMENT LLC is the third largest stakeholder with 2.36 thousand shares or 0.09% of the ownership worth more than $399.85K.

Is Diamond Hill Investment Group, 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 DHIL is concerned, it is a stock which is not optionable.

Is there a short position on DHIL's shares?

Number of DHIL shares short is 54.21K. 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 DHIL shares are there?

As of today, 2.73M shares of DHIL are outstanding.

Is there many float in DHIL 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, DHIL has 2.49M shares in float.

DHIL 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 DHIL is 1.87.

Diamond Hill Investment Group (DHIL) insider trading activity: Get Latest News Today

Stock Outstanding Shares

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

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares1.99

Short Percent Of Float2.09

Shares Outstanding2.73M

Shares Float2.49M

Shares Short54.21K

Short Ratio1.87

2.09%

Short % of Float

1.99%

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

8.67% Percentage of Shares held by All Insiders

69.15% Percentage of Shares held by All Institutions

75.71% Percentage of Float held by Institutions

191

Number of Institutions Holding Shares

Institutional Ownership

About 69.15% of DHIL shares are held by financial institutions. DIMENSIONAL FUND ADVISORS LP is the top corporate investor, holding 75.8K shares valued at $12.85M. A 2.79% stake in Diamond Hill Investment Group, Inc. is owned by the company. SKOPOS LABS, INC. owns 3.41K shares valued at $579.70K, which translates its holding of 0.13% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.79%	75.8K	12.85M	-2.33K	-2.98%
Dec 31, 2025	SKOPOS LABS, INC.	0.13%	3.41K	579.7K	3.41K	+100.00%
Dec 31, 2025	LEGATO CAPITAL MANAGEMENT LLC	0.09%	2.36K	399.85K	-3.22K	-57.72%
Dec 31, 2025	SEI INVESTMENTS CO	0.09%	2.33K	395.3K	0	0
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	2.7%	73.29K	12.42M	4.71K	+6.86%
Dec 31, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	1.1%	30K	5.09M	30K	+100.00%
Dec 31, 2025	BCGM WEALTH MANAGEMENT, LLC	1.24%	33.78K	5.73M	13.39K	+65.63%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	1.45%	39.31K	6.66M	-9.49K	-19.45%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.47%	39.93K	6.77M	-1.11K	-2.69%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	2.23%	60.62K	10.27M	9.47K	+18.52%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	2.49%	67.62K	11.46M	3	0.00%
Dec 31, 2025	YAKIRA CAPITAL MANAGEMENT, INC.	0.35%	9.55K	1.62M	9.55K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.34%	9.22K	1.56M	-1.79K	-16.25%
Dec 31, 2025	CREDIT INDUSTRIEL ET COMMERCIAL	0.32%	8.8K	1.49M	8.8K	+100.00%
Dec 31, 2025	IEQ CAPITAL, LLC	0.3%	8.04K	1.36M	3.02K	+60.29%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.29%	8.01K	1.36M	-370	-4.42%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.29%	7.95K	1.35M	135	+1.73%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.27%	7.44K	1.26M	6	+0.08%
Dec 31, 2025	JPMORGAN CHASE & CO	0.26%	7.07K	1.2M	-828	-10.49%
Dec 31, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.26%	6.95K	1.18M	6.95K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.47%	12.75K	2.16M	-5.78K	-31.19%
Dec 31, 2025	STATE STREET CORP	2.17%	59.11K	10.02M	-34.84K	-37.08%
Dec 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.9%	51.51K	8.73M	-14.93K	-22.47%
Dec 31, 2025	ABUNDANCE WEALTH COUNSELORS	0.25%	6.69K	1.13M	1.39K	+26.25%
Dec 31, 2025	CIBRA CAPITAL LTD	0.24%	6.43K	1.09M	6.43K	+100.00%
Dec 31, 2025	GABELLI FUNDS LLC	1.88%	51.12K	8.66M	34.02K	+199.02%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	1.65%	44.82K	7.6M	25.39K	+130.70%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.61%	43.82K	7.43M	-1.95K	-4.26%
Dec 31, 2025	BOSTON PARTNERS	0.92%	24.88K	4.22M	2.74K	+12.37%
Dec 31, 2025	GLAZER CAPITAL, LLC	0.93%	25.16K	4.26M	25.16K	+100.00%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.63%	17.12K	2.9M	-2.01K	-10.51%
Dec 31, 2025	OMERS ADMINISTRATION CORP	0.57%	15.6K	2.64M	15.6K	+100.00%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.88%	23.8K	4.03M	-15.4K	-39.29%
Dec 31, 2025	ALPS ADVISORS INC	0.87%	23.56K	3.99M	-1.28K	-5.17%
Dec 31, 2025	NORTHERN TRUST CORP	0.82%	22.3K	3.78M	-1.31K	-5.54%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.41%	11.02K	1.87M	-4.62K	-29.55%
Dec 31, 2025	DEAN INVESTMENT ASSOCIATES, LLC	0.24%	6.57K	1.11M	-4.23K	-39.20%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.22%	5.85K	990.9K	5.85K	+100.00%
Dec 31, 2025	CWM, LLC	0.11%	3K	508K	1.06K	+54.99%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.11%	2.86K	485K	1.61K	+129.53%
Dec 31, 2025	KLP KAPITALFORVALTNING AS	0.09%	2.4K	406.8K	-800	-25.00%
Dec 31, 2025	GLOBEFLEX CAPITAL L P	0.2%	5.56K	942.93K	0	0
Dec 31, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.19%	5.26K	892.25K	5.26K	+100.00%
Dec 31, 2025	JBF CAPITAL, INC.	0.57%	15.39K	2.61M	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.56%	15.35K	2.6M	5.37K	+53.76%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.56%	15.2K	2.58M	-5.6K	-26.92%
Dec 31, 2025	CREATIVE PLANNING	0.56%	15.11K	2.56M	5.88K	+63.78%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.55%	14.87K	2.52M	-7.39K	-33.22%
Dec 31, 2025	GROUPE LA FRANCAISE	0.49%	13.2K	2.24M	13.2K	+100.00%
Dec 31, 2025	MAGNETAR FINANCIAL LLC	0.39%	10.69K	1.81M	10.69K	+100.00%
Dec 31, 2025	HRT FINANCIAL LP	0.16%	4.44K	751K	1.54K	+52.97%
Dec 31, 2025	BARR E S & CO	0.16%	4.24K	718.51K	-856	-16.80%
Dec 31, 2025	BARCLAYS PLC	0.15%	4.11K	695.8K	-52	-1.25%
Dec 31, 2025	RHUMBLINE ADVISERS	0.13%	3.52K	596.97M	-569	-13.91%
Dec 31, 2025	TRINITY FINANCIAL ADVISORS LLC	0.13%	3.5K	593.25K	0	0
Dec 31, 2025	KOSS-OLINGER CONSULTING, LLC	0.13%	3.48K	591K	-443	-11.28%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.79%	21.38K	3.62M	5	+0.02%
Dec 31, 2025	GABELLI & CO INVESTMENT ADVISERS, INC.	0.74%	20.1K	3.41M	20.1K	+100.00%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.78%	75.45K	12.79M	-566	-0.74%
Dec 31, 2025	NUVEEN, LLC	0.22%	6.1K	1.03M	-252	-3.97%
Dec 31, 2025	BLACKROCK, INC.	8.23%	223.57K	37.89M	-13.69K	-5.77%
Dec 31, 2025	VANGUARD GROUP INC	5.49%	149.1K	25.27M	-12.73K	-7.86%
Dec 31, 2025	ROYCE & ASSOCIATES LP	4.75%	129.09K	21.88M	-12.11K	-8.57%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	3.76%	102.25K	17.33M	-10.1K	-8.99%
Sep 30, 2025	CREATIVE PLANNING	0.34%	9.22K	1.29M	3.84K	+71.45%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.87%	78.14K	10.94M	-959	-1.21%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	2.49%	67.61K	9.47M	42.8K	+172.49%
Sep 30, 2025	JANE STREET GROUP, LLC	0.37%	9.98K	1.4M	4.31K	+75.89%
Sep 30, 2025	BARR E S & CO	0.19%	5.1K	713.35K	-2.23K	-30.40%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.18%	4.97K	696.14K	291	+6.22%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.17%	4.52K	633.27K	1.22K	+36.98%
Sep 30, 2025	QUADRATURE CAPITAL LTD	0.16%	4.44K	621.85K	2.58K	+138.29%
Sep 30, 2025	BARCLAYS PLC	0.15%	4.16K	582.02K	-887	-17.59%
Sep 30, 2025	HSBC HOLDINGS PLC	0.15%	4.12K	578.32K	96	+2.39%
Sep 30, 2025	RHUMBLINE ADVISERS	0.15%	4.09K	572.77K	-211	-4.90%
Sep 30, 2025	ANCORA ADVISORS, LLC	0.21%	5.69K	796.66K	-93	-1.61%
Sep 30, 2025	NUVEEN, LLC	0.23%	6.35K	889.62K	0	0
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.24%	6.55K	917K	-1.99K	-23.33%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	1.44%	39.2K	5.49M	19.23K	+96.35%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.31%	8.3K	1.16M	-1.08K	-11.51%
Sep 30, 2025	DEAN INVESTMENT ASSOCIATES, LLC	0.4%	10.8K	1.51M	1.19K	+12.38%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.51%	41.04K	5.75M	5.7K	+16.13%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.68%	45.77K	6.41M	-2.88K	-5.93%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	1.79%	48.8K	6.83M	11.38K	+30.42%
Sep 30, 2025	ROYCE & ASSOCIATES LP	5.19%	141.19K	19.77M	-35.51K	-20.10%
Sep 30, 2025	VANGUARD GROUP INC	5.95%	161.83K	22.66M	-3.59K	-2.17%
Sep 30, 2025	BLACKROCK, INC.	8.72%	237.26K	33.22M	-5.09K	-2.10%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.29%	7.82K	1.09M	-989	-11.23%
Sep 30, 2025	JPMORGAN CHASE & CO	0.29%	7.89K	1.11M	78	+1.00%
Sep 30, 2025	INVESCO LTD.	0.19%	5.3K	741.35K	-2.14K	-28.74%
Sep 30, 2025	ABUNDANCE WEALTH COUNSELORS	0.19%	5.3K	741.34K	221	+4.35%
Sep 30, 2025	GLOBEFLEX CAPITAL L P	0.2%	5.56K	778.88K	0	0
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	2.52%	68.59K	9.6M	8.66K	+14.45%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.79%	76.01K	10.64M	-4.37K	-5.44%
Sep 30, 2025	STATE STREET CORP	3.45%	93.95K	13.15M	20.95K	+28.69%
Sep 30, 2025	GABELLI FUNDS LLC	0.63%	17.1K	2.39M	1.86K	+12.21%
Sep 30, 2025	BCGM WEALTH MANAGEMENT, LLC	0.75%	20.39K	2.86M	719	+3.65%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.79%	21.37K	2.99M	-1.21K	-5.34%
Sep 30, 2025	BOSTON PARTNERS	0.81%	22.14K	3.1M	1.76K	+8.62%
Sep 30, 2025	ALPS ADVISORS INC	0.91%	24.85K	3.48M	-6.84K	-21.59%
Sep 30, 2025	DEAN CAPITAL MANAGEMENT	0.33%	8.91K	1.25M	1.18K	+15.21%
Sep 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.33%	8.99K	1.26M	-1.12K	-11.05%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.4%	10.91K	1.53M	-31	-0.28%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.4%	11.01K	1.54M	3.36K	+43.95%
Sep 30, 2025	MARSHALL WACE, LLP	0.43%	11.83K	1.66M	4.41K	+59.51%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.48%	13.11K	1.83M	9.56K	+269.60%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	4.13%	112.35K	15.73M	8K	+7.67%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.82%	22.26K	3.12M	328	+1.50%
Sep 30, 2025	NORTHERN TRUST CORP	0.87%	23.61K	3.31M	-1.75K	-6.91%
Sep 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0.94%	25.65K	3.59M	-6.03K	-19.03%
Sep 30, 2025	LEGATO CAPITAL MANAGEMENT LLC	0.21%	5.58K	781.12K	735	+15.17%
Sep 30, 2025	KLP KAPITALFORVALTNING AS	0.12%	3.2K	448.03K	0	0
Sep 30, 2025	UBS GROUP AG	0.1%	2.73K	381.53K	-646	-19.16%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.09%	2.54K	355.21K	780	+44.39%
Sep 30, 2025	SEI INVESTMENTS CO	0.09%	2.33K	326.5K	797	+51.92%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.07%	1.97K	275.4K	208	+11.82%
Sep 30, 2025	CWM, LLC	0.07%	1.93K	271K	831	+75.41%
Sep 30, 2025	BAILARD, INC.	0.07%	1.9K	266.02K	200	+11.76%
Sep 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.21%	5.62K	787.28K	-2.44K	-30.25%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.26%	7.13K	998.13K	2.99K	+72.24%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.57%	15.64K	2.19M	-699	-4.28%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.71%	19.43K	2.72M	-1.05K	-5.13%
Sep 30, 2025	JBF CAPITAL, INC.	0.57%	15.39K	2.15M	0	0
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.31%	8.38K	1.17M	575	+7.37%
Sep 30, 2025	MORGAN STANLEY	0.68%	18.53K	2.59M	-4.08K	-18.06%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.7%	19.13K	2.68M	1.24K	+6.96%
Sep 30, 2025	ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC	0.13%	3.5K	490.04K	0	0
Sep 30, 2025	TRINITY FINANCIAL ADVISORS LLC	0.13%	3.5K	490.04K	0	0
Sep 30, 2025	STRS OHIO	0.14%	3.9K	546.04K	0	0
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.44%	66.44K	9.3M	21.3K	+47.18%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.88%	51.15K	7.16M	8.76K	+20.68%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.27%	7.44K	1.04M	-600	-7.46%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.76%	20.8K	2.91M	7.5K	+56.39%
Sep 30, 2025	MAN GROUP PLC	0.26%	6.94K	971.81K	2.6K	+59.78%
Sep 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.14%	3.93K	571K	0	0
Jun 30, 2025	VANGUARD GROUP INC	6.08%	165.41K	24.04M	-5.96K	-3.48%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	3.84%	104.35K	15.16M	8K	+8.30%
Jun 30, 2025	ALPS ADVISORS INC	1.17%	31.69K	4.6M	-228	-0.71%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.96%	80.38K	11.68M	3.38K	+4.39%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.91%	24.81K	3.61M	1.1K	+4.64%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.11%	3.12K	453.95M	389	+14.22%
Jun 30, 2025	QUADRATURE CAPITAL LTD	0.07%	1.86K	270.44K	-787	-29.71%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.06%	1.76K	255.6K	27	+1.56%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.14%	3.77K	548.26M	1.8K	+91.23%
Jun 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.14%	3.93K	570.6K	-304	-7.19%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.15%	4.14K	601.44K	4.14K	+100.00%
Jun 30, 2025	MAN GROUP PLC	0.16%	4.34K	631.23K	472	+12.19%
Jun 30, 2025	ROYAL BANK OF CANADA	0.17%	4.61K	670K	521	+12.73%
Jun 30, 2025	LEGATO CAPITAL MANAGEMENT LLC	0.18%	4.84K	703.88K	-1.7K	-25.92%
Jun 30, 2025	ABUNDANCE WEALTH COUNSELORS	0.19%	5.08K	738K	187	+3.83%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.3%	8.06K	1.17M	8.06K	+100.00%
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0.31%	8.55K	1.24M	4.94K	+137.02%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.81%	21.93K	3.19M	-717	-3.17%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.83%	22.58K	3.28M	370	+1.67%
Jun 30, 2025	MORGAN STANLEY	0.83%	22.61K	3.29M	-131	-0.58%
Jun 30, 2025	BAILARD, INC.	0.06%	1.7K	247.03K	1.7K	+100.00%
Jun 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.16%	31.68K	4.6M	-8.27K	-20.70%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.28%	7.65K	1.11M	1.5K	+24.30%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.91%	79.09K	11.49M	788	+1.01%
Jun 30, 2025	STATE STREET CORP	2.68%	73K	10.61M	-449	-0.61%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.3%	35.34K	5.14M	1.69K	+5.02%
Jun 30, 2025	MARTIN CAPITAL ADVISORS, LLP	0.07%	1.89K	274.78K	0	0
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.56%	42.38K	6.16M	4.39K	+11.56%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.66%	45.15K	6.56M	1.11K	+2.52%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.79%	48.65K	7.07M	-763	-1.54%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	2.2%	59.93K	8.71M	8.63K	+16.83%
Jun 30, 2025	ROYCE & ASSOCIATES LP	6.5%	176.7K	25.68M	7.45K	+4.40%
Jun 30, 2025	GLOBEFLEX CAPITAL L P	0.2%	5.56K	808.36K	0	0
Jun 30, 2025	INSPIRE INVESTING, LLC	0.1%	2.69K	391.03K	295	+12.31%
Jun 30, 2025	JANE STREET GROUP, LLC	0.21%	5.68K	824.63K	-5.4K	-48.78%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.21%	5.74K	833K	5.33K	+1,309.09%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.21%	5.78K	840.33K	0	0
Jun 30, 2025	BARR E S & CO	0.27%	7.32K	1.06M	-1.5K	-17.01%
Jun 30, 2025	MARSHALL WACE, LLP	0.27%	7.41K	1.08M	7.41K	+100.00%
Jun 30, 2025	INVESCO LTD.	0.27%	7.43K	1.08M	-1.42K	-16.05%
Jun 30, 2025	DEAN CAPITAL MANAGEMENT	0.28%	7.74K	1.12M	-2.64K	-25.47%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.29%	7.8K	1.13M	660	+9.24%
Jun 30, 2025	CENTIVA CAPITAL, LP	0.08%	2.09K	302.97K	2.09K	+100.00%
Jun 30, 2025	NEBULA RESEARCH & DEVELOPMENT LLC	0.08%	2.3K	334.5K	-308	-11.80%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.09%	2.33K	338.27K	2.33K	+100.00%
Jun 30, 2025	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.1%	2.65K	385.65K	2.65K	+100.00%
Jun 30, 2025	IEQ CAPITAL, LLC	0.11%	2.93K	426.08K	2.93K	+100.00%
Jun 30, 2025		0.23%	6.35K	923.3K	-2.18K	-25.54%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.12%	3.3K	479.81K	971	+41.66%
Jun 30, 2025	ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC	0.13%	3.5K	508.59K	500	+16.67%
Jun 30, 2025	JPMORGAN CHASE & CO	0.29%	7.82K	1.14M	-3.51K	-31.01%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.3%	8.04K	1.17M	-817	-9.23%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.32%	8.81K	1.28M	353	+4.18%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.35%	9.38K	1.36M	-1.67K	-15.07%
Jun 30, 2025	DEAN INVESTMENT ASSOCIATES, LLC	0.35%	9.61K	1.4M	-4.99K	-34.18%
Jun 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.37%	10.11K	1.47M	-389	-3.71%
Jun 30, 2025	EVERGREEN WEALTH MANAGEMENT, LLC	0.39%	10.63K	1.54M	-3.99K	-27.32%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.4%	10.94K	1.59M	-2	-0.02%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.49%	13.3K	1.93M	4.5K	+51.14%
Jun 30, 2025	GABELLI FUNDS LLC	0.56%	15.24K	2.21M	897	+6.26%
Jun 30, 2025	JBF CAPITAL, INC.	0.57%	15.39K	2.24M	0	0
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.6%	16.34K	2.37M	2.39K	+17.16%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.66%	17.89K	2.6M	2.06K	+13.05%
Jun 30, 2025	BCGM WEALTH MANAGEMENT, LLC	0.72%	19.68K	2.86M	105	+0.54%
Jun 30, 2025	NUVEEN, LLC	0.23%	6.35K	923.3K	-2.18K	-25.54%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.73%	19.96K	2.9M	-28.78K	-59.04%
Jun 30, 2025	BOSTON PARTNERS	0.75%	20.39K	2.96M	-320	-1.55%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	1.38%	37.42K	5.44M	21.18K	+130.47%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.75%	20.48K	2.98M	7.43K	+56.97%
Jun 30, 2025	NORTHERN TRUST CORP	0.93%	25.36K	3.69M	-517	-2.00%
Jun 30, 2025	BLACKROCK, INC.	8.91%	242.35K	35.22M	1.21K	+0.50%
Jun 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.02%	495	71.93K	495	+100.00%
Jun 30, 2025	TRINITY FINANCIAL ADVISORS LLC	0.13%	3.5K	508.59K	3.5K	+100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.13%	3.55K	515.27M	3.12K	+722.74%
Jun 30, 2025	POINT72 ASIA (SINGAPORE) PTE. LTD.	0.01%	230	33.43K	230	+100.00%
Jun 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0.01%	207	30.08K	207	+100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	179	26.01K	163	+1,018.75%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	85	12.35K	85	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	66	9.59K	48	+266.67%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	63	9.16K	54	+600.00%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	21	3.04K	0	0
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.13%	3.57K	518.61K	-48	-1.33%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0%	19	2.73K	-5	-20.83%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.06%	1.52K	221.45K	-57	-3.61%
Jun 30, 2025	ALGERT GLOBAL LLC	0.05%	1.49K	216K	-180	-10.78%
Jun 30, 2025	OCCUDO QUANTITATIVE STRATEGIES LP	0.06%	1.69K	245.14K	-5	-0.30%
Mar 31, 2025	LEGATO CAPITAL MANAGEMENT LLC	0.24%	6.54K	934.03K	-3.9K	-37.37%
Mar 31, 2025	MORGAN STANLEY	0.83%	22.74K	3.25M	-4.55K	-16.66%
Mar 31, 2025	JPMORGAN CHASE & CO	0.41%	11.33K	1.62M	-7.4K	-39.52%
Mar 31, 2025	JANE STREET GROUP, LLC	0.4%	11.08K	1.58M	6.99K	+170.75%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.38%	37.99K	5.43M	8.68K	+29.59%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.22%	33.65K	4.81M	13.68K	+68.52%
Mar 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.4%	11.05K	1.58M	-1.4K	-11.23%
Mar 31, 2025	BLACKROCK, INC.	8.77%	241.14K	34.44M	-13.47K	-5.29%
Mar 31, 2025	VANGUARD GROUP INC	6.24%	171.38K	24.48M	5.83K	+3.52%
Mar 31, 2025	ROYCE & ASSOCIATES LP	6.16%	169.26K	24.18M	2.56K	+1.54%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.81%	22.21K	3.17M	-6.34K	-22.21%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.85%	78.31K	11.19M	-1.33K	-1.67%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.8%	77K	11M	2.53K	+3.39%
Mar 31, 2025	STATE STREET CORP	2.67%	73.45K	10.49M	-8.65K	-10.54%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	1.87%	51.3K	7.33M	9.77K	+23.53%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.32%	8.8K	1.26M	2.6K	+41.94%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.82%	22.65K	3.24M	3.98K	+21.32%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.51%	13.94K	1.99M	-455	-3.16%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.47%	13.05K	1.86M	1.43K	+12.30%
Mar 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.4%	10.95K	1.56M	1.08K	+10.96%
Mar 31, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.38%	10.5K	1.5M	-392	-3.60%
Mar 31, 2025	DEAN CAPITAL MANAGEMENT	0.38%	10.38K	1.48M	-6.22K	-37.48%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.32%	8.86K	1.26M	2.33K	+35.63%
Mar 31, 2025	INVESCO LTD.	0.32%	8.85K	1.26M	288	+3.36%
Mar 31, 2025	BARR E S & CO	0.32%	8.82K	1.26M	-640	-6.77%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	3.51%	96.35K	13.76M	1.2K	+1.26%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.8%	49.42K	7.06M	-4.48K	-8.31%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	1.77%	48.74K	6.96M	19.96K	+69.37%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.6%	44.04K	6.29M	1.42K	+3.33%
Mar 31, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.45%	39.96K	5.71M	-28.99K	-42.04%
Mar 31, 2025	ALPS ADVISORS INC	1.16%	31.92K	4.56M	2.32K	+7.83%
Mar 31, 2025	GLOBEFLEX CAPITAL L P	0.2%	5.56K	794.62K	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.94%	25.88K	3.7M	-3.82K	-12.87%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.86%	23.71K	3.39M	23.71K	+100.00%
Mar 31, 2025	ABUNDANCE WEALTH COUNSELORS	0.18%	4.89K	698K	310	+6.77%
Mar 31, 2025	HRT FINANCIAL LP	0.18%	4.84K	691K	-498	-9.32%
Mar 31, 2025	BOSTON PARTNERS	0.75%	20.71K	2.96M	6.38K	+44.51%
Mar 31, 2025	BCGM WEALTH MANAGEMENT, LLC	0.71%	19.57K	2.8M	36	+0.18%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.59%	16.24K	2.32M	8.7K	+115.43%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.58%	15.82K	2.26M	2.91K	+22.51%
Mar 31, 2025		0.31%	8.53K	1.22M	8.53K	+100.00%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.31%	8.45K	1.21M	-137	-1.59%
Mar 31, 2025	JOHNSON INVESTMENT COUNSEL INC	0.3%	8.26K	1.18M	0	0
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.26%	7.14K	1.02M	60	+0.85%
Mar 31, 2025	JBF CAPITAL, INC.	0.56%	15.39K	2.2M	0	0
Mar 31, 2025	EVERGREEN WEALTH MANAGEMENT, LLC	0.53%	14.62K	2.09M	-12.56K	-46.20%
Mar 31, 2025	DEAN INVESTMENT ASSOCIATES, LLC	0.53%	14.6K	2.09M	-10.04K	-40.74%
Mar 31, 2025	GABELLI FUNDS LLC	0.52%	14.34K	2.05M	4.2K	+41.42%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.22%	6.15K	878.75K	-241	-3.77%
Mar 31, 2025	ANCORA ADVISORS, LLC	0.21%	5.78K	826.04K	21	+0.36%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.2%	5.9K	909.6K	500	+9.26%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.35%	39K	6.01M	5.91K	+17.86%
Mar 31, 2024	BARR E S & CO	1.64%	47.3K	7.29M	-3.07K	-6.09%
Mar 31, 2024	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.85%	53.33K	8.22B	19.03K	+55.46%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.39%	69.05K	10.65M	2.69K	+4.05%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.65%	76.64K	11.82M	-8.81K	-10.31%
Mar 31, 2024	STATE STREET CORP	2.68%	77.51K	11.95M	850	+1.11%
Mar 31, 2024	DAVENPORT & CO LLC	3.18%	91.99K	14.08M	-23.41K	-20.29%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	3.23%	93.45K	14.41M	-800	-0.85%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	3.32%	95.93K	14.79M	-2.37K	-2.41%
Mar 31, 2024	VANGUARD GROUP INC	5.4%	155.87K	24.03M	-6.55K	-4.04%
Mar 31, 2024	ROYCE & ASSOCIATES LP	5.63%	162.75K	25.09M	2.27K	+1.41%
Mar 31, 2024	BLACKROCK INC.	8.55%	247K	38.08M	-11.72K	-4.53%
Mar 31, 2024	TEACHER RETIREMENT SYSTEM OF TEXAS	0.15%	4.47K	689K	120	+2.76%
Mar 31, 2024	ANCORA ADVISORS, LLC	0.16%	4.53K	698.54K	0	0
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.18%	5.1K	786.27K	2.99K	+141.94%
Mar 31, 2024	GABELLI FUNDS LLC	0.29%	8.33K	1.28M	2.73K	+48.80%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.31%	8.93K	1.38M	0	0
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.31%	9.01K	1.37M	2.74K	+43.67%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.32%	9.28K	1.43M	2.75K	+42.19%
Mar 31, 2024	INVESCO LTD.	0.33%	9.63K	1.48M	1.76K	+22.31%
Mar 31, 2024	CITADEL ADVISORS LLC	0.35%	10.01K	1.54M	10.01K	+100.00%
Mar 31, 2024	MOUNT YALE INVESTMENT ADVISORS, LLC	0.4%	11.48K	1.77M	811	+7.60%
Mar 31, 2024	DEAN INVESTMENT ASSOCIATES, LLC	0.8%	23.25K	3.58M	-5.21K	-18.29%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.83%	23.98K	3.7M	-1.06K	-4.23%
Mar 31, 2024	JOHNSON INVESTMENT COUNSEL INC	0.18%	5.22K	804.77K	0	0
Mar 31, 2024	GLOBEFLEX CAPITAL L P	0.19%	5.56K	857.65K	0	0
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	5.65K	871.68K	-200	-3.42%
Mar 31, 2024	CREDIT SUISSE AG/	0.22%	6.49K	1M	44	+0.68%
Mar 31, 2024	MARSHALL WACE, LLP	0.23%	6.64K	1.02M	2.71K	+68.99%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.23%	6.7K	1.03M	575	+9.39%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	7.14K	1.1M	5.81K	+437.47%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.26%	7.56K	1.17M	-1.7K	-18.35%
Mar 31, 2024	JPMORGAN CHASE & CO	0.27%	7.9K	1.22M	4.26K	+116.76%
Mar 31, 2024	DEAN CAPITAL MANAGEMENT	0.28%	7.98K	1.23M	-1.64K	-17.07%
Mar 31, 2024	LEGATO CAPITAL MANAGEMENT LLC	0.28%	7.98K	1.23M	-1.64K	-17.07%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.28%	8.16K	1.26M	246	+3.11%
Mar 31, 2024	ASSENAGON ASSET MANAGEMENT S.A.	0.42%	12.2K	1.88M	4.71K	+62.97%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.56%	16.04K	2.47M	16.04K	+100.00%
Mar 31, 2024	EVERGREEN WEALTH MANAGEMENT, LLC	0.56%	16.32K	2.52M	0	0
Mar 31, 2024	BOSTON PARTNERS	0.57%	16.6K	2.56M	-752	-4.33%
Mar 31, 2024	MORGAN STANLEY	0.59%	16.99K	2.62M	-1.43K	-7.76%
Mar 31, 2024	BCGM WEALTH MANAGEMENT, LLC	0.63%	18.11K	2.79M	1.2K	+7.12%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.72%	20.84K	3.21M	-221	-1.05%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.8%	23K	3.55M	18.39K	+399.35%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.86%	24.73K	3.81M	-436	-1.73%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.9%	26.05K	4.02M	-2.22K	-7.84%
Mar 31, 2024	JBF CAPITAL, INC.	0.91%	26.39K	4.07M	0	0
Mar 31, 2024	NORTHERN TRUST CORP	1.09%	31.45K	4.85M	-587	-1.83%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.57%	45.32K	6.99M	2.98K	+7.05%
Mar 31, 2024	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.08%	2.38K	367.08K	284	+13.54%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.08%	2.41K	371.09K	-17	-0.70%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.09%	2.56K	394.98K	995	+63.50%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.1%	2.96K	456.03M	98	+3.43%
Mar 31, 2024	ALPS ADVISORS INC	0.11%	3.27K	504.75K	486	+17.43%
Mar 31, 2024	STRS OHIO	0.11%	3.3K	508K	-200	-5.71%
Mar 31, 2024	ABUNDANCE WEALTH COUNSELORS	0.12%	3.49K	538K	351	+11.19%
Mar 31, 2024	HRT FINANCIAL LP	0.13%	3.81K	587K	3.81K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.13%	3.85K	592.94K	301	+8.49%
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.13%	3.9K	600.8K	2	+0.05%
Mar 31, 2024	PULLEN INVESTMENT MANAGEMENT, LLC	0.14%	3.97K	611.3K	3.97K	+100.00%
Mar 31, 2024	RHUMBLINE ADVISERS	0.14%	4.03K	621.29K	-603	-13.02%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.15%	4.36K	669.67K	4.36K	+100.00%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	3.34%	98.3K	16.28M	-1.95K	-1.94%
Dec 31, 2023	DAVENPORT & CO LLC	3.93%	115.4K	19.1M	0	0
Dec 31, 2023	ROYCE & ASSOCIATES LP	5.46%	160.48K	26.57M	0	0
Dec 31, 2023	VANGUARD GROUP INC	5.53%	162.42K	26.89M	3.04K	+1.90%
Dec 31, 2023	BLACKROCK INC.	8.8%	258.72K	42.84M	14.04K	+5.74%
Dec 31, 2023	TEACHER RETIREMENT SYSTEM OF TEXAS	0.15%	4.35K	720K	925	+27.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.15%	4.36K	722.64K	552	+14.48%
Dec 31, 2023	BARCLAYS PLC	0.15%	4.5K	745K	3.29K	+271.96%
Dec 31, 2023	ANCORA ADVISORS, LLC	0.15%	4.53K	750.29K	-15	-0.33%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.16%	4.61K	762.54K	-9.95K	-68.35%
Dec 31, 2023	ROYAL BANK OF CANADA	0.16%	4.63K	767K	331	+7.69%
Dec 31, 2023	RHUMBLINE ADVISERS	0.16%	4.63K	767.17K	-15	-0.32%
Dec 31, 2023	JOHNSON INVESTMENT COUNSEL INC	0.18%	5.22K	864.38K	-300	-5.43%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.18%	5.4K	894.19K	1.6K	+42.11%
Dec 31, 2023	GLOBEFLEX CAPITAL L P	0.19%	5.56K	921.18K	0	0
Dec 31, 2023	TOUCHSTONE CAPITAL, INC.	3.89%	114.41K	18.94M	-4.6K	-3.86%
Dec 31, 2023	GABELLI FUNDS LLC	0.19%	5.6K	927.3K	-20	-0.36%
Dec 31, 2023	SWISS NATIONAL BANK	0.2%	5.85K	969.36K	-700	-10.68%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.21%	6.13K	1.01M	675	+12.39%
Dec 31, 2023	MERIT FINANCIAL GROUP, LLC	0.21%	6.27K	1.04M	1.86K	+42.25%
Dec 31, 2023	CREDIT SUISSE AG/	0.22%	6.45K	1.07M	496	+8.33%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.22%	6.53K	1.08M	-1.03K	-13.68%
Dec 31, 2023	MAN GROUP PLC	0.24%	7.08K	1.17M	-217	-2.97%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.25%	7.48K	1.24M	7.48K	+100.00%
Dec 31, 2023	INVESCO LTD.	0.27%	7.88K	1.3M	414	+5.55%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.27%	7.91K	1.31M	8	+0.10%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.3%	8.93K	1.48M	88	+0.99%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.32%	9.26K	1.53M	4.03K	+77.19%
Dec 31, 2023	DEAN CAPITAL MANAGEMENT	0.33%	9.62K	1.59M	212	+2.25%
Dec 31, 2023	LEGATO CAPITAL MANAGEMENT LLC	0.33%	9.62K	1.59M	212	+2.25%
Dec 31, 2023	MOUNT YALE INVESTMENT ADVISORS, LLC	0.36%	10.67K	1.77M	-201	-1.85%
Dec 31, 2023	EVERGREEN WEALTH MANAGEMENT, LLC	0.56%	16.32K	2.7M	322	+2.01%
Dec 31, 2023	BCGM WEALTH MANAGEMENT, LLC	0.58%	16.91K	2.8M	245	+1.47%
Dec 31, 2023	BOSTON PARTNERS	0.59%	17.36K	2.87M	-1.53K	-8.12%
Dec 31, 2023	MORGAN STANLEY	0.63%	18.41K	3.05M	7.59K	+70.11%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.72%	21.06K	3.49M	-1.89K	-8.23%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.85%	25.03K	4.15M	4.2K	+20.13%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.86%	25.16K	4.17M	-3.18K	-11.23%
Dec 31, 2023	JBF CAPITAL, INC.	0.9%	26.39K	4.37M	0	0
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.96%	28.26K	4.68M	-167	-0.59%
Dec 31, 2023	DEAN INVESTMENT ASSOCIATES, LLC	0.97%	28.45K	4.71M	4.94K	+20.98%
Dec 31, 2023	NORTHERN TRUST CORP	1.09%	32.04K	5.31M	-1.27K	-3.82%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.13%	33.09K	5.48M	500	+1.53%
Dec 31, 2023	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.17%	34.3K	5.68M	34.3K	+100.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.44%	42.33K	7.01M	5.06K	+13.57%
Dec 31, 2023	BARR E S & CO	1.71%	50.37K	8.34M	-50	-0.10%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.26%	66.37K	10.99M	1.31K	+2.01%
Dec 31, 2023	STATE STREET CORP	2.61%	76.66K	12.69M	1.79K	+2.40%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.91%	85.45K	14.15M	-7.34K	-7.91%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	3.21%	94.25K	15.61M	2.8K	+3.06%

Insiders

Among the DHIL insiders holding of 8.67% of the stake in company, DILLON RODERICK H JR, director, holds the largest shares of 76.94K. BRILLIANT HEATHER E, Chief Executive Officer, is the second largest DHIL insider with ownership of 46.89K shares. WESOLEK LISA M, Chief Operating Officer, stands third with possession of 24.51K shares of that stake.

Insiders	Designation	Shares Held
DILLON RODERICK H JR	director	76.94K
BRILLIANT HEATHER E	Chief Executive Officer	46.89K
WESOLEK LISA M	Chief Operating Officer	24.51K
BINGAMAN CHRISTOPHER M	Chief Executive Officer	23.26K
QUINIF JO ANN	President of DHCM	23.01K
COOLEY RICHARD SCOTT	director	13.83K
LAIRD JAMES F JR	director	13K
LINE THOMAS EDWARD	Chief Financial Officer	12.95K
FORTENER RANDOLPH J.	director	8.6K
SHOUP BRADLEY C	director	7.3K
SKINNER FRANCES A	director	6.99K
ST. PIERRE NICOLE RENEE	director	4.19K
MEYER PAULA R	director	3.76K
THOMAS L'QUENTUS	director	2.53K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 23, 2025	THOMAS L'QUENTUS	SALE	141.10	250	35.28K	2.53K
Sep 12, 2025	THOMAS L'QUENTUS	PURCHASE	143.00	13	1.8K	2.6K
Sep 05, 2025	MEYER PAULA R	SALE	141.80	350	49.63K	3.76K
Jun 13, 2025	THOMAS L'QUENTUS	PURCHASE	146.51	12	1.79K	2.59K
Jun 13, 2025	QUINIF JO ANN	SALE	144.00	2.75K	396K	23.01K
May 06, 2025	COOLEY RICHARD SCOTT	PURCHASE	134.10	278	37.28K	13.83K
May 02, 2025	COOLEY RICHARD SCOTT	PURCHASE	129.00	124	16K	13.55K
May 01, 2025	COOLEY RICHARD SCOTT	PURCHASE	127.50	692	88.23K	13.43K
Apr 30, 2025	COOLEY RICHARD SCOTT	PURCHASE	124.50	1K	124.5K	12.74K
Mar 31, 2025	COOLEY RICHARD SCOTT	PURCHASE	142.50	100	14.25K	10.81K
Mar 21, 2025	COOLEY RICHARD SCOTT	PURCHASE	143.50	50	7.18K	10.71K
Mar 21, 2025	THOMAS L'QUENTUS	PURCHASE	146.50	12	1.77K	2.58K
Mar 12, 2025	COOLEY RICHARD SCOTT	PURCHASE	144.00	500	72K	10.66K
Mar 05, 2025	COOLEY RICHARD SCOTT	PURCHASE	146.00	500	73K	10.16K
Feb 28, 2025	COOLEY RICHARD SCOTT	PURCHASE	144.00	272	39.17K	9.66K
Dec 20, 2024	COOLEY RICHARD SCOTT	PURCHASE	152.25	1K	152.25K	9.39K
Dec 06, 2024	THOMAS L'QUENTUS	PURCHASE	165.07	11	1.75K	2.57K
Nov 21, 2024	LAIRD JAMES F JR	SALE	170.26	6K	1.02M	13K
Nov 14, 2024	MEYER PAULA R	SALE	169.00	300	50.7K	3.19K
Nov 11, 2024	LAIRD JAMES F JR	SALE	171.07	1K	171.07K	19K
Nov 08, 2024	ST. PIERRE NICOLE RENEE	SALE	167.00	300	50.1K	4.19K
Nov 06, 2024	LAIRD JAMES F JR	SALE	168.53	5K	842.65K	20K
Sep 23, 2024	THOMAS L'QUENTUS	SALE	161.64	250	40.41K	1.86K
Sep 13, 2024	THOMAS L'QUENTUS	PURCHASE	152.34	14	2.11K	2.56K
Aug 08, 2024	LAIRD JAMES F JR	SALE	150.20	3K	450.6K	25K
Jun 28, 2024	BRILLIANT HEATHER E	PURCHASE	140.00	300	42K	46.89K
Jun 27, 2024	QUINIF JO ANN	PURCHASE	139.24	400	55.7K	20.89K
Jun 27, 2024	BRILLIANT HEATHER E	PURCHASE	139.38	250	34.85K	46.59K
Jun 14, 2024	THOMAS L'QUENTUS	PURCHASE	149.44	7	1.01K	2.54K
Jun 03, 2024	COOLEY RICHARD SCOTT	PURCHASE	150.00	500	75K	8.39K
May 15, 2024	LAIRD JAMES F JR	SALE	158.40	2.5K	396K	28K
May 15, 2024	LINE THOMAS EDWARD	SALE	160.05	500	80.03K	12.95K
May 14, 2024	LINE THOMAS EDWARD	SALE	156.75	2K	313.5K	13.45K
May 13, 2024	LINE THOMAS EDWARD	SALE	156.00	1K	156K	15.45K
Mar 22, 2024	THOMAS L'QUENTUS	PURCHASE	151.87	7	995.96	2.61K
Dec 20, 2023	LAIRD JAMES F JR	SALE	170.36	1.5K	255.54K	30.5K
Dec 19, 2023	LAIRD JAMES F JR	SALE	170.00	1K	170K	32K
Dec 18, 2023	LAIRD JAMES F JR	SALE	169.50	500	84.75K	33K
Dec 08, 2023	THOMAS L'QUENTUS	PURCHASE	166.59	6	987.05	2.62K
Nov 02, 2023	BRILLIANT HEATHER E	PURCHASE	149.48	325	48.58K	41.2K
Aug 30, 2023	MEYER PAULA R	SALE	171.31	500	85.66K	2.76K
Mar 16, 2023	COOLEY RICHARD SCOTT	PURCHASE	158.00	500	79K	6.44K
Nov 14, 2022	LINE THOMAS EDWARD	SALE	182.36	1.5K	273.54K	18.39K
Apr 28, 2022	BRILLIANT HEATHER E	PURCHASE	171.48	301	51.62K	37.61K
Apr 01, 2022	LINE THOMAS EDWARD	SALE	187.30	166	31.09K	19.97K
Apr 01, 2022	BRILLIANT HEATHER E	SALE	187.30	297	55.63K	38.34K
Mar 02, 2022	MEYER PAULA R	SALE	197.00	500	98.5K	1.88K
Jun 30, 2021	BRILLIANT HEATHER E	PURCHASE	142.21	21	2.99K	30.69K
May 10, 2021	LINE THOMAS EDWARD	SALE	178.50	500	89.25K	18.3K
Mar 31, 2021	BRILLIANT HEATHER E	PURCHASE	132.61	56	7.43K	30.67K
Mar 01, 2021	LAIRD JAMES F JR	PURCHASE	145.20	500	72.6K	34K
Feb 26, 2021	LAIRD JAMES F JR	PURCHASE	144.90	1.5K	217.35K	33.5K
Feb 26, 2021	COOLEY RICHARD SCOTT	PURCHASE	142.00	1.5K	213K	5.28K
Jun 10, 2020	FORTENER RANDOLPH J.	SALE	120.73	1K	120.73K	8.6K
Mar 13, 2020	LAIRD JAMES F JR	PURCHASE	95.16	2K	190.32K	32K
Mar 13, 2020	BRILLIANT HEATHER E	PURCHASE	99.00	400	39.6K	25.01K
Mar 12, 2020	BRILLIANT HEATHER E	PURCHASE	102.50	400	41K	24.61K
Mar 05, 2020	LAIRD JAMES F JR	PURCHASE	122.75	2.5K	306.88K	30K
Dec 03, 2019	BRILLIANT HEATHER E	PURCHASE	134.00	600	80.4K	22.82K
Nov 01, 2019	BRILLIANT HEATHER E	PURCHASE	142.25	500	71.13K	22.22K
Nov 01, 2019	LAIRD JAMES F JR	PURCHASE	144.40	2.5K	361K	27.5K
Jan 16, 2019	DILLON RODERICK H JR	SALE	160.85	2.4K	386.04K	76.94K
Jan 14, 2019	DILLON RODERICK H JR	SALE	160.00	200	32K	79.34K
May 18, 2018	LAIRD JAMES F JR	SALE	198.44	2K	396.88K	25K
May 17, 2018	LAIRD JAMES F JR	SALE	197.89	1K	197.89K	27K
Feb 21, 2018	DILLON RODERICK H JR	SALE	215.00	100	21.5K	77.34K
Feb 20, 2018	DILLON RODERICK H JR	SALE	215.26	299	64.36K	77.44K
Jan 23, 2018	DILLON RODERICK H JR	SALE	215.24	3.62K	778.74K	77.74K
Jan 17, 2018	DILLON RODERICK H JR	SALE	215.00	100	21.5K	81.36K
Jan 16, 2018	DILLON RODERICK H JR	SALE	215.13	400	86.05K	81.46K
Jan 05, 2018	LAIRD JAMES F JR	SALE	208.02	791	164.54K	28K
Jan 04, 2018	LAIRD JAMES F JR	SALE	207.94	1.01K	209.81K	28.79K
Jan 03, 2018	LAIRD JAMES F JR	SALE	206.80	2.5K	517K	29.8K
Dec 13, 2017	LAIRD JAMES F JR	SALE	209.25	600	125.55K	33K
Dec 12, 2017	LAIRD JAMES F JR	SALE	209.25	202	42.27K	33.6K
Dec 11, 2017	LAIRD JAMES F JR	SALE	208.05	500	104.03K	33.8K
Dec 08, 2017	LAIRD JAMES F JR	SALE	207.47	760	157.68K	34.3K
Nov 29, 2017	DILLON RODERICK H JR	SALE	216.18	8.23K	1.78M	81.86K
Nov 28, 2017	DILLON RODERICK H JR	SALE	215.18	3.13K	672.44K	90.09K
Nov 27, 2017	DILLON RODERICK H JR	SALE	215.46	2.13K	458.28K	93.21K
Sep 29, 2017	LAIRD JAMES F JR	SALE	213.12	2.5K	532.8K	35.06K
Sep 27, 2017	LAIRD JAMES F JR	SALE	213.88	2.5K	534.7K	37.56K
Jun 12, 2017	LAIRD JAMES F JR	SALE	206.88	1K	206.88K	40.06K
Jun 02, 2017	WESOLEK LISA M	SALE	206.50	143	29.53K	24.51K
Jun 02, 2017	DILLON RODERICK H JR	SALE	206.48	2.75K	567.61K	95.34K
Jun 01, 2017	DILLON RODERICK H JR	SALE	205.10	1.5K	308.27K	98.09K
May 15, 2017	DILLON RODERICK H JR	SALE	205.02	470	96.36K	99.59K
May 09, 2017	WESOLEK LISA M	SALE	205.30	200	41.06K	24.65K
May 09, 2017	DILLON RODERICK H JR	SALE	204.44	2.09K	426.87K	0
May 08, 2017	DILLON RODERICK H JR	SALE	204.87	212	43.43K	2.09K
May 08, 2017	LAIRD JAMES F JR	SALE	203.45	1K	203.45K	41.06K
May 08, 2017	WESOLEK LISA M	SALE	205.00	150	30.75K	24.85K
May 05, 2017	WESOLEK LISA M	SALE	203.00	100	20.3K	25K
May 05, 2017	LAIRD JAMES F JR	SALE	201.00	200	40.2K	42.06K
May 04, 2017	LAIRD JAMES F JR	SALE	201.00	800	160.8K	42.26K
May 03, 2017	SHOUP BRADLEY C	SALE	198.58	2.15K	426.95K	7.3K
May 02, 2017	SHOUP BRADLEY C	SALE	200.25	250	50.06K	9.45K
May 01, 2017	LAIRD JAMES F JR	SALE	202.00	1K	202K	43.06K
May 01, 2017	WESOLEK LISA M	SALE	203.00	100	20.3K	25.1K
Apr 28, 2017	LAIRD JAMES F JR	SALE	202.29	1K	202.29K	44.06K
Apr 27, 2017	DILLON RODERICK H JR	SALE	205.48	1.05K	216.58K	105.62K
Apr 03, 2017	LINE THOMAS EDWARD	SALE	193.14	500	96.57K	6.33K
Mar 31, 2017	LAIRD JAMES F JR	SALE	192.77	800	154.22K	45.06K
Mar 30, 2017	LAIRD JAMES F JR	SALE	191.18	700	133.83K	45.86K
Mar 13, 2017	SKINNER FRANCES A	SALE	194.24	311	60.41K	6.99K
Mar 10, 2017	SKINNER FRANCES A	SALE	197.59	100	19.76K	7.3K
Mar 07, 2017	LAIRD JAMES F JR	SALE	200.00	1K	200K	46.56K
Mar 01, 2017	LAIRD JAMES F JR	SALE	203.00	1.3K	263.9K	47.56K
Mar 01, 2017	SKINNER FRANCES A	SALE	204.00	9	1.84K	7.4K
Jan 06, 2017	SKINNER FRANCES A	SALE	207.96	460	95.66K	7.41K
Jan 05, 2017	SKINNER FRANCES A	SALE	210.00	10	2.1K	7.87K
Jan 04, 2017	SKINNER FRANCES A	SALE	211.05	1.76K	370.6K	7.88K
Jan 04, 2017	DILLON RODERICK H JR	SALE	210.01	3.7K	777.04K	2.3K
Nov 30, 2016	BINGAMAN CHRISTOPHER M	SALE	209.78	1.29K	271.04K	23.26K
Nov 22, 2016	DILLON RODERICK H JR	SALE	202.61	948	192.07K	121.68K
Nov 21, 2016	DILLON RODERICK H JR	SALE	203.11	5.81K	1.18M	122.62K
Nov 18, 2016	DILLON RODERICK H JR	SALE	202.46	16K	3.24M	128.43K
Nov 17, 2016	DILLON RODERICK H JR	SALE	200.63	8.6K	1.73M	144.43K
Nov 16, 2016	LAIRD JAMES F JR	SALE	200.00	9K	1.8M	49.56K
Nov 16, 2016	DILLON RODERICK H JR	SALE	200.00	2.19K	437.6K	153.03K
Aug 22, 2016	LAIRD JAMES F JR	SALE	191.93	399	76.58K	58.56K
Aug 19, 2016	LAIRD JAMES F JR	SALE	193.52	1.1K	213.07K	58.96K
Aug 17, 2016	LAIRD JAMES F JR	SALE	191.17	500	95.59K	60.06K
Aug 16, 2016	LAIRD JAMES F JR	SALE	190.80	500	95.4K	60.56K
Aug 05, 2016	LAIRD JAMES F JR	SALE	192.55	500	96.28K	61.06K
Aug 03, 2016	LAIRD JAMES F JR	SALE	192.68	1.41K	271.87K	61.56K
Aug 02, 2016	LAIRD JAMES F JR	SALE	192.55	589	113.41K	62.97K
Aug 01, 2016	LAIRD JAMES F JR	SALE	192.93	1K	192.93K	63.56K
Jul 29, 2016	LAIRD JAMES F JR	SALE	190.75	1K	190.75K	64.56K
Jun 01, 2016	DILLON RODERICK H JR	SALE	182.54	5.93K	1.08M	155.22K
May 31, 2016	DILLON RODERICK H JR	SALE	180.22	921	165.98K	161.15K
May 27, 2016	DILLON RODERICK H JR	SALE	180.74	2.3K	415.7K	162.07K
May 26, 2016	DILLON RODERICK H JR	SALE	180.33	3.2K	577.06K	164.37K
May 25, 2016	DILLON RODERICK H JR	SALE	181.08	2K	362.16K	167.57K
May 25, 2016	LAIRD JAMES F JR	SALE	182.00	500	91K	65.56K
May 24, 2016	DILLON RODERICK H JR	SALE	180.08	223	40.16K	169.57K

Frequently Asked Questions