How many institutions own FMS 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 FMS shares is 244, representing 8.01% of the company's common stock.

Who are the major shareholders selling Fresenius Medical Care AG & Co. KGaA stock?

VISIONPOINT ADVISORY GROUP, LLC, in the last quarter, reduced its stake in FMS by -6.32% restricting it's holding to 49.26 thousand shares of worth nearly $1.30M. QRG CAPITAL MANAGEMENT, INC. also lessened -20.44% of the FMS shares from its portfolio, reducing its holding to 64.9 thousand shares of worth $1.71M. GOLDMAN SACHS GROUP INC also shunned FMS shares holding by -2.21% last quarter which brought its holding to 779.19 thousand shares worth $20.52M.

Investors who are buying FMS stock?

As per its latest 13F filing, BROYHILL ASSET MANAGEMENT increased its stake in FMS by 27.05% in the last quarter. The institutional holder raised its holding to 77.44 thousand shares having worth more than $2.04M. XY CAPITAL LTD also added 100% more shares of FMS to its portfolio, raising its holding to 37.14 thousand shares of worth $977.98K. MORAN WEALTH MANAGEMENT, LLC also increased its FMS shares holding by 5.67% which brought its holding to 158.02 thousand shares worth $4.16M.

FMS's major insiders: who are they?

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

Did an insider recently sell FMS stock?

Company executives, directors, and other insiders own N/A percent of Fresenius Medical Care AG & Co. KGaA's stock. Within the last six months, there have been 0 transaction(s) in which FMS insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FMS stock?

There have been 0 transaction(s) during the past 6-months in which Fresenius Medical Care AG & Co. KGaA insiders have bought stock, totalling 0 shares

How much of FMS does insiders own?

Around 0 Fresenius Medical Care AG & Co. KGaA shares are held by insiders, which represents about N/A of FMS stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FMS?

VISIONPOINT ADVISORY GROUP, LLC is the largest institutional owner in FMS which holds 49.26 thousand shares worth $1.30M or 0.01% of the total FMS shares outstanding followed by BROYHILL ASSET MANAGEMENT with ownership of 77.44 thousand shares representing 0.01% of the FMS ownership. XY CAPITAL LTD is the third largest stakeholder with 37.14 thousand shares or 0.01% of the ownership worth more than $977.98K.

Is Fresenius Medical Care AG & Co. KGaA 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 FMS is concerned, it is a stock which is optionable.

Is there a short position on FMS's shares?

Number of FMS shares short is 812.96K. 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 FMS shares are there?

As of today, 586.83M shares of FMS are outstanding.

Is there many float in FMS 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, FMS has 198.90M shares in float.

FMS 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 FMS is null.

Fresenius Medical Care AG & Co KGaA (FMS) insider trading activity: Get Latest News Today

Stock Outstanding Shares

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

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.14

Short Percent Of FloatN/A

Shares Outstanding586.83M

Shares Float198.90M

Shares Short812.96K

Short RatioN/A

N/A

Short % of Float

0.14%

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

N/A Percentage of Shares held by All Insiders

8.01% Percentage of Shares held by All Institutions

8.01% Percentage of Float held by Institutions

244

Number of Institutions Holding Shares

Institutional Ownership

About 8.01% of FMS shares are held by financial institutions. VISIONPOINT ADVISORY GROUP, LLC is the top corporate investor, holding 49.26K shares valued at $1.30M. A 0.01% stake in Fresenius Medical Care AG & Co. KGaA is owned by the company. BROYHILL ASSET MANAGEMENT owns 77.44K shares valued at $2.04M, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	VISIONPOINT ADVISORY GROUP, LLC	0.01%	49.26K	1.3M	-3.32K	-6.32%
Sep 30, 2025	BROYHILL ASSET MANAGEMENT	0.01%	77.44K	2.04M	16.49K	+27.05%
Sep 30, 2025	XY CAPITAL LTD	0.01%	37.14K	977.98K	37.14K	+100.00%
Sep 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0.03%	158.02K	4.16M	8.47K	+5.67%
Sep 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.01%	64.9K	1.71M	-16.67K	-20.44%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	37.58K	988.69K	2.63K	+7.51%
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.09%	534K	14.06M	534K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.13%	779.19K	20.52M	-17.61K	-2.21%
Sep 30, 2025	MORGAN STANLEY	0.34%	2M	52.59M	-371.75K	-15.69%
Sep 30, 2025	FIDUCIARY MANAGEMENT INC /WI/	0.93%	5.46M	143.69M	-198.98K	-3.52%
Sep 30, 2025	ETHIC INC.	0.01%	47.76K	1.26M	-4.74K	-9.03%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.01%	57.91K	1.52M	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.01%	62.42K	1.64M	-5.28K	-7.80%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.02%	103.08K	2.71M	28.04K	+37.37%
Sep 30, 2025	UBS GROUP AG	0.03%	153.45K	4.04M	74.3K	+93.87%
Sep 30, 2025	UNCOMMON CENTS INVESTING LLC	0.01%	39.67K	1.04M	-400	-1.00%
Sep 30, 2025	HIGHLAND CAPITAL MANAGEMENT, LLC	0.01%	41K	1.08B	41K	+100.00%
Sep 30, 2025	VIDENT ADVISORY, LLC	0.01%	43.93K	1.16M	9.58K	+27.88%
Sep 30, 2025	OPTIVER HOLDING B.V.	0.01%	46.3K	1.22M	-3.74K	-7.48%
Sep 30, 2025	FMR LLC	0.03%	154.51K	4.07M	11.1K	+7.74%
Sep 30, 2025	NIA IMPACT ADVISORS, LLC	0.03%	163.59K	4.31M	41.39K	+33.87%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.04%	223.22K	5.88M	23.66K	+11.86%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.04%	236.99K	6.24M	54.77K	+30.06%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	282.07K	7.43M	4.08K	+1.47%
Sep 30, 2025	NORTHERN TRUST CORP	0.07%	417.79K	11M	-4.94K	-1.17%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	47.76K	1.26M	6.15K	+14.77%
Sep 30, 2025	MARINER, LLC	0.01%	49.66K	1.31M	1.65K	+3.44%
Sep 30, 2025	INTEGRAL HEALTH ASSET MANAGEMENT, LLC	0.08%	450K	11.85M	-300K	-40.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	82.2K	2.16M	-255.12K	-75.63%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.05%	317.11K	8.35M	8.72K	+2.83%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0%	15.33K	404K	-56.79K	-78.74%
Sep 30, 2025	MEYER HANDELMAN CO	0%	16K	421.28K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0%	17.59K	463.15K	950	+5.71%
Sep 30, 2025	FIFTH THIRD BANCORP	0%	18.04K	474.99K	-1.61K	-8.21%
Sep 30, 2025	QUADRANT CAPITAL GROUP LLC	0%	18.16K	478.26K	212	+1.18%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0%	18.41K	484.77K	-530	-2.80%
Sep 30, 2025	ABC ARBITRAGE SA	0%	20.21K	532.16K	-209.16K	-91.19%
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0%	20.71K	545.24K	-103	-0.49%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0%	21.45K	564.78K	-117	-0.54%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0%	22.06K	580.89K	-589	-2.60%
Sep 30, 2025	CORIENT IA LLC	0%	25K	658.25K	0	0
Sep 30, 2025	CALLAN FAMILY OFFICE, LLC	0%	27.61K	727.08K	-2.26K	-7.57%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0%	28.39K	747.61K	4.53K	+19.00%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.01%	29.42K	774.52K	243	+0.83%
Sep 30, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	0.01%	29.84K	785.74K	-419	-1.38%
Sep 30, 2025	ASSETMARK, INC	0.01%	31.44K	827.91K	296	+0.95%
Sep 30, 2025	BAROMETER CAPITAL MANAGEMENT INC.	0.01%	32.8K	863.62K	14.5K	+79.24%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.01%	33.24K	875.24K	14.71K	+79.41%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.05%	280.18K	7.38M	-93.78K	-25.08%
Sep 30, 2025	HENNESSY ADVISORS INC	0.06%	372.2K	9.8M	-29.6K	-7.37%
Sep 30, 2025	BLACKROCK, INC.	0.08%	468.4K	12.33M	23.04K	+5.17%
Sep 30, 2025	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	0.14%	816.2K	21.49M	62.7K	+8.32%
Sep 30, 2025	NUVEEN, LLC	0.01%	37.91K	998.2K	-653	-1.69%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	38.74K	1.02M	3.22K	+9.06%
Sep 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	37.02K	974.66K	-1.93K	-4.94%
Sep 30, 2025	TODD ASSET MANAGEMENT LLC	0.22%	1.3M	34.32M	64.31K	+5.19%
Sep 30, 2025	DODGE & COX	0.65%	3.83M	100.76M	0	0
Sep 30, 2025	PZENA INVESTMENT MANAGEMENT LLC	2.52%	14.82M	390.13M	153.87K	+1.05%
Sep 30, 2025	CREATIVE PLANNING	0.01%	63.84K	1.68M	10.77K	+20.29%
Sep 30, 2025	FACTORY MUTUAL INSURANCE CO	0.01%	67.2K	1.77M	67.2K	+100.00%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.01%	67.7K	1.78M	1.5K	+2.26%
Sep 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.01%	79.56K	2.09M	79.56K	+100.00%
Sep 30, 2025	SEARLE & CO.	0.01%	80.73K	2.13M	57.44K	+246.64%
Sep 30, 2025	ROYAL BANK OF CANADA	0.01%	51.15K	1.35M	-4.52K	-8.11%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	56.25K	1.48M	18.64K	+49.57%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	58.59K	1.54M	4.04K	+7.40%
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	64.83K	1.71M	4	+0.01%
Sep 30, 2025	JANE STREET GROUP, LLC	0.01%	45.08K	1.19M	26.72K	+145.49%
Sep 30, 2025	CERITY PARTNERS LLC	0.01%	41.66K	1.1M	534	+1.30%
Sep 30, 2025	US BANCORP \DE\	0.01%	46.26K	1.22M	-29.41K	-38.86%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	47.2K	1.24M	-8.8K	-15.71%
Jun 30, 2025	KOSS-OLINGER CONSULTING, LLC	0%	14.51K	414.52K	-491	-3.27%
Jun 30, 2025	CREATIVE PLANNING	0.02%	53.07K	1.52M	3.04K	+6.08%
Jun 30, 2025	CERITY PARTNERS LLC	0.01%	41.13K	1.17M	1.22K	+3.06%
Jun 30, 2025	UNCOMMON CENTS INVESTING LLC	0.01%	40.07K	1.14M	-595	-1.46%
Jun 30, 2025	OPTIVER HOLDING B.V.	0.02%	50.05K	1.43M	-14.63K	-22.61%
Jun 30, 2025	FMR LLC	0.05%	143.41K	4.1M	2.72K	+1.94%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	32.12K	917.58M	32.09K	+133,720.83%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	27.02K	772.07M	12.73K	+89.02%
Jun 30, 2025	SEARLE & CO.	0.01%	23.29K	665.34K	0	0
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.01%	22.91K	655K	4.86K	+26.92%
Jun 30, 2025	ATLAS CAPITAL ADVISORS LLC	0.01%	22.6K	645.8K	355	+1.60%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	21.16K	604.42K	6.86K	+47.93%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.01%	20.81K	594.57K	20.81K	+100.00%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.01%	18.94K	541.15K	237	+1.27%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.02%	67.7K	1.93M	6.46K	+10.54%
Jun 30, 2025	CITADEL ADVISORS LLC	0.02%	62.53K	1.79M	62.53K	+1,042,116.67%
Jun 30, 2025	BROYHILL ASSET MANAGEMENT	0.02%	60.95K	1.74M	-86.59K	-58.69%
Jun 30, 2025	VISIONPOINT ADVISORY GROUP, LLC	0.02%	52.58K	1.5M	-63.53K	-54.72%
Jun 30, 2025		0.01%	38.56K	1.1M	-17.43K	-31.12%
Jun 30, 2025	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.01%	35.96K	1.03M	35.96K	+100.00%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.02%	66.2K	1.89M	-404	-0.61%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	41.62K	1.19M	5.92K	+16.59%
Jun 30, 2025	NIA IMPACT ADVISORS, LLC	0.04%	122.2K	3.49M	-127	-0.10%
Jun 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.02%	64.83K	1.85M	-42	-0.06%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.02%	57.91K	1.65M	-15.47K	-21.09%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	62.82K	1.79M	54.05K	+616.49%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	56K	1.6M	44.8K	+400.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.02%	55.67K	1.59M	27.01K	+94.25%
Jun 30, 2025	JPMORGAN CHASE & CO	0.01%	37.61K	1.07M	23.16K	+160.33%
Jun 30, 2025	FIDUCIARY MANAGEMENT INC /WI/	1.93%	5.66M	161.6M	-293.64K	-4.94%
Jun 30, 2025	EVERETT HARRIS & CO /CA/	0%	13.26K	378.81K	0	0
Jun 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0%	12.47K	356.2K	12.47K	+100.00%
Jun 30, 2025	SYON CAPITAL LLC	0%	12.36K	353.13K	-1.29K	-9.44%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0%	11.93K	340.75K	11.93K	+100.00%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0%	11.71K	334.47K	-3.73K	-24.15%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0%	11.69K	333.84K	200	+1.74%
Jun 30, 2025	AUTUMN GLORY PARTNERS, LLC	0%	11.2K	590.63K	2K	+21.74%
Jun 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0%	10.48K	299.47K	0	0
Jun 30, 2025	MARSHALL WACE, LLP	0%	10.07K	287.82K	-10.31K	-50.57%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	9.96K	280.92K	290	+3.00%
Jun 30, 2025	GAMMA INVESTING LLC	0%	9.85K	281.47K	249	+2.59%
Jun 30, 2025	YOUSIF CAPITAL MANAGEMENT, LLC	0%	9.8K	280.1K	625	+6.81%
Jun 30, 2025	HARRIS ASSOCIATES L P	0%	9.75K	278.56K	-945	-8.84%
Jun 30, 2025	PZENA INVESTMENT MANAGEMENT LLC	5%	14.66M	418.92M	-714.11K	-4.64%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.09%	278K	7.94M	-9.76K	-3.39%
Jun 30, 2025	XTX TOPCO LTD	0.01%	20.56K	587.49K	20.56K	+100.00%
Jun 30, 2025	MEYER HANDELMAN CO	0.01%	16K	457.12K	0	0
Jun 30, 2025	RIVERWATER PARTNERS LLC	0.01%	15.31K	437.29K	0	0
Jun 30, 2025	VERACITY CAPITAL LLC	0.01%	14.68K	419.53K	-21.41K	-59.31%
Jun 30, 2025	MORGAN STANLEY	0.81%	2.37M	67.68M	1.32M	+125.48%
Jun 30, 2025	TODD ASSET MANAGEMENT LLC	0.42%	1.24M	35.4M	756.82K	+156.92%
Jun 30, 2025	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	0.26%	753.5K	21.53M	455.5K	+152.85%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.02%	72.12K	2.06M	59.3K	+462.33%
Jun 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	38.94K	1.11M	4.8K	+14.07%
Jun 30, 2025	ETHIC INC.	0.02%	52.5K	1.48M	1.41K	+2.77%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	35.52K	1.01M	3.27K	+10.12%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	34.95K	998.64K	3.83K	+12.29%
Jun 30, 2025	VIDENT ADVISORY, LLC	0.01%	34.36K	981.54K	-19.92K	-36.70%
Jun 30, 2025	ASSETMARK, INC	0.01%	31.15K	889.89K	22.21K	+248.65%
Jun 30, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	0.01%	30.26K	864.56K	992	+3.39%
Jun 30, 2025	CALLAN FAMILY OFFICE, LLC	0.01%	29.88K	853.59K	9.98K	+50.15%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.01%	29.17K	833.47K	5.13K	+21.32%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.01%	25.87K	739.22K	25.87K	+100.00%
Jun 30, 2025	BAROMETER CAPITAL MANAGEMENT INC.	0.01%	18.3K	522.83K	18.3K	+100.00%
Jun 30, 2025	QUADRANT CAPITAL GROUP LLC	0.01%	17.95K	512.89K	-180	-0.99%
Jun 30, 2025	DODGE & COX	1.3%	3.83M	109.33M	-346.6K	-8.30%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.27%	796.8K	22.76M	67.7K	+9.29%
Jun 30, 2025	INTEGRAL HEALTH ASSET MANAGEMENT, LLC	0.26%	750K	21.43M	70K	+10.29%
Jun 30, 2025	BLACKROCK, INC.	0.15%	445.37K	12.72M	26.77K	+6.39%
Jun 30, 2025	NORTHERN TRUST CORP	0.14%	422.73K	12.08M	42.48K	+11.17%
Jun 30, 2025	HENNESSY ADVISORS INC	0.14%	401.8K	11.48M	401.8K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.13%	373.96K	10.68M	78.96K	+26.76%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.12%	337.32K	9.64M	248.48K	+279.69%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.11%	308.39K	8.81M	-775.21K	-71.54%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.07%	199.56K	5.7M	127.07K	+175.30%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.06%	182.22K	5.21M	5.08K	+2.87%
Jun 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0.05%	149.55K	4.27M	2.03K	+1.38%
Jun 30, 2025	CITIGROUP INC	0.03%	93.75K	2.68M	92.56K	+7,824.51%
Jun 30, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.03%	89.93K	2.57M	89.93K	+100.00%
Jun 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.03%	81.57K	2.33M	10.28K	+14.42%
Jun 30, 2025	UBS GROUP AG	0.03%	79.15K	2.26M	9.55K	+13.73%
Jun 30, 2025	US BANCORP \DE\	0.03%	75.66K	2.16M	52.42K	+225.53%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.03%	75.03K	2.14M	2.76K	+3.82%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.02%	54.56K	1.56M	-11.12K	-16.93%
Jun 30, 2025	MARINER, LLC	0.02%	48.01K	1.37M	1.07K	+2.27%
Jun 30, 2025	ABC ARBITRAGE SA	0.08%	229.38K	6.55M	35.31K	+18.20%
Jun 30, 2025	NUVEEN, LLC	0.01%	38.56K	1.1M	-17.43K	-31.12%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.03%	89.29K	2.22M	-116.24K	-56.55%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.1%	287.75K	7.16M	269.86K	+1,508.09%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.1%	295.01K	7.35M	-33.35K	-10.16%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.02%	47.45K	1.18M	-109.14K	-69.70%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	72.49K	1.81M	59.05K	+439.32%
Mar 31, 2025	FMR LLC	0.05%	140.69K	3.5M	-6.5K	-4.41%
Mar 31, 2025	PZENA INVESTMENT MANAGEMENT LLC	5.24%	15.38M	382.89M	94.07K	+0.62%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	35.7K	888.83K	4.62K	+14.87%
Mar 31, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	34.14K	850.04K	598	+1.78%
Mar 31, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.01%	34.1K	849.19K	22.51K	+194.15%
Mar 31, 2025	UBS GROUP AG	0.02%	69.6K	1.73M	13.8K	+24.74%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.02%	66.61K	1.66M	7.02K	+11.79%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.02%	65.67K	1.64M	33.35K	+103.17%
Mar 31, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.02%	64.87K	1.62M	584	+0.91%
Mar 31, 2025	OPTIVER HOLDING B.V.	0.02%	64.67K	1.61M	4.34K	+7.19%
Mar 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.01%	38.34K	954.74K	804	+2.14%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.03%	73.38K	1.83M	-17.37K	-19.14%
Mar 31, 2025	QRG CAPITAL MANAGEMENT, INC.	0.02%	71.29K	1.78M	3.32K	+4.88%
Mar 31, 2025	CERITY PARTNERS LLC	0.01%	39.9K	993.59K	7.3K	+22.39%
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.06%	177.14K	4.41M	49.42K	+38.69%
Mar 31, 2025	FIDUCIARY MANAGEMENT INC /WI/	2.03%	5.95M	148.16M	-358.65K	-5.69%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.02%	61.25K	1.52M	49.72K	+431.29%
Mar 31, 2025	SUMMIT GLOBAL INVESTMENTS	0.02%	57.95K	1.44M	57.95K	+100.00%
Mar 31, 2025	VIDENT ADVISORY, LLC	0.02%	54.27K	1.35M	30.86K	+131.84%
Mar 31, 2025	ETHIC INC.	0.02%	51.08K	1.26M	1.8K	+3.65%
Mar 31, 2025	CREATIVE PLANNING	0.02%	50.03K	1.25M	-3.28K	-6.15%
Mar 31, 2025	HIGHLAND CAPITAL MANAGEMENT, LLC	0.01%	40.15K	999.74K	-2.95K	-6.84%
Mar 31, 2025	VERACITY CAPITAL LLC	0.01%	36.09K	898.65K	-1.1K	-2.96%
Mar 31, 2025	DODGE & COX	1.42%	4.17M	103.92M	0	0
Mar 31, 2025	TODD ASSET MANAGEMENT LLC	0.16%	482.3K	12.01M	482.3K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.14%	418.6K	10.42M	-51.02K	-10.86%
Mar 31, 2025	NORTHERN TRUST CORP	0.13%	380.25K	9.47M	18.06K	+4.99%
Mar 31, 2025	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	0.1%	298K	7.42M	298K	+100.00%
Mar 31, 2025	BROYHILL ASSET MANAGEMENT	0.05%	147.54K	3.67M	-3.15K	-2.09%
Mar 31, 2025	MORAN WEALTH MANAGEMENT, LLC	0.05%	147.52K	3.67M	-107.19K	-42.08%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.04%	130.75K	3.26M	130.75K	+100.00%
Mar 31, 2025	NIA IMPACT ADVISORS, LLC	0.04%	122.33K	3.05M	122.33K	+100.00%
Mar 31, 2025	VISIONPOINT ADVISORY GROUP, LLC	0.04%	116.11K	2.89M	5.84K	+5.30%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.01%	40.4K	1.01M	-8.2K	-16.87%
Mar 31, 2025	UNCOMMON CENTS INVESTING LLC	0.01%	40.66K	1.01M	35	+0.09%
Mar 31, 2025	MARINER, LLC	0.02%	46.95K	1.17M	-5.61K	-10.67%
Mar 31, 2025		0.02%	55.99K	1.39M	55.99K	+100.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.37%	1.08M	26.98M	361.36K	+50.03%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.02%	72.27K	1.8M	1.98K	+2.81%
Mar 31, 2025	MORGAN STANLEY	0.36%	1.05M	26.16M	15.73K	+1.52%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.25%	729.1K	18.15M	-49.52K	-6.36%
Mar 31, 2025	INTEGRAL HEALTH ASSET MANAGEMENT, LLC	0.23%	680K	16.93M	80K	+13.33%
Mar 31, 2025	CITADEL ADVISORS LLC	0.02%	71.2K	1.77M	14.6K	+25.80%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.03%	88.84K	2.21M	39.21K	+79.01%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.01%	18.06K	351K	-1.45K	-7.45%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.01%	18.51K	356.93K	-10.45K	-36.07%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.01%	18.6K	358.63K	0	0
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.01%	19.55K	424.15K	2.11K	+12.08%
Mar 31, 2024	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	24.34K	469.28K	5.2K	+27.14%
Mar 31, 2024	MORNINGSTAR INVESTMENT SERVICES LLC	0.01%	25.28K	489K	4.55K	+21.93%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	28.2K	543.7K	28.2K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.01%	29.47K	568.1K	-1.08K	-3.53%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.01%	30.02K	578.81K	30.02K	+100.00%
Mar 31, 2024	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	30.31K	584.36K	30.31K	+100.00%
Mar 31, 2024	QRG CAPITAL MANAGEMENT, INC.	0.02%	54.36K	1.05M	8.87K	+19.50%
Mar 31, 2024	MORGAN STANLEY	0.34%	995.71K	19.2M	44.21K	+4.65%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.03%	74.07K	1.43M	-34	-0.05%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.02%	72.87K	1.4M	13.19K	+22.10%
Mar 31, 2024	TRIASIMA PORTFOLIO MANAGEMENT INC.	0.02%	67.07K	1.29M	67.07K	+100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0.02%	66.84K	1.29M	51.59K	+338.27%
Mar 31, 2024	VERACITY CAPITAL LLC	0.02%	53.02K	1.02M	33.54K	+172.19%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.02%	51.96K	1M	-14.17K	-21.43%
Mar 31, 2024	HIGHLAND CAPITAL MANAGEMENT, LLC	0.02%	48.15K	928.33K	0	0
Mar 31, 2024	MORK CAPITAL MANAGEMENT, LLC	0.02%	47.19K	909.82K	-4.39K	-8.51%
Mar 31, 2024	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.02%	46.6K	898.49K	46.6K	+100.00%
Mar 31, 2024	DAVENPORT & CO LLC	0.02%	45.71K	881.19K	45.71K	+100.00%
Mar 31, 2024	CACTI ASSET MANAGEMENT LLC	0.01%	34K	722.5K	-9.5K	-21.84%
Mar 31, 2024	CERITY PARTNERS LLC	0.01%	33.98K	655.09K	7.19K	+26.85%
Mar 31, 2024	CREATIVE PLANNING	0.01%	33.77K	651.02K	3.92K	+13.13%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.01%	30.78K	593.36K	16.34K	+113.19%
Mar 31, 2024	FIDUCIARY MANAGEMENT INC /WI/	1.84%	5.41M	104.27M	-265.15K	-4.67%
Mar 31, 2024	DODGE & COX	1.44%	4.22M	81.42M	0	0
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.22%	643.29K	12.4M	24.83K	+4.01%
Mar 31, 2024	PACER ADVISORS, INC.	0.19%	566.29K	10.92M	77.89K	+15.95%
Mar 31, 2024	BLACKROCK INC.	0.15%	445.63K	8.59M	-2.2K	-0.49%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.12%	341.87K	6.59M	68.66K	+25.13%
Mar 31, 2024	NORTHERN TRUST CORP	0.09%	254.22K	4.9M	-6.36K	-2.44%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.08%	221.96K	4.28M	121.08K	+120.01%
Mar 31, 2024	GTS SECURITIES LLC	0.07%	206.22K	3.98M	206.22K	+100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0.06%	172.24K	3.32M	-62.22K	-26.54%
Mar 31, 2024	MORAN WEALTH MANAGEMENT, LLC	0.05%	154.32K	2.98M	-1.57K	-1.01%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.05%	149.56K	2.88M	149.56K	+100.00%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.05%	141.71K	2.73M	79.21K	+126.73%
Mar 31, 2024	PARTNERSHIP WEALTH MANAGEMENT, LLC	0.04%	117.6K	2.27M	-3.65K	-3.01%
Mar 31, 2024	VISIONPOINT ADVISORY GROUP, LLC	0.04%	115.29K	2.22M	76.29K	+195.60%
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.04%	103.91K	2M	293	+0.28%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.03%	93.84K	1.81M	0	0
Mar 31, 2024	SETTIAN CAPITAL LP	0.03%	90K	1.74M	0	0
Mar 31, 2024	CUBIST SYSTEMATIC STRATEGIES, LLC	0.03%	87.81K	1.69M	86.56K	+6,969.73%
Mar 31, 2024	HRT FINANCIAL LP	0.03%	87.57K	1.69M	87.57K	+100.00%
Mar 31, 2024	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	82.47K	1.59M	37.15K	+81.95%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.03%	78.36K	1.52M	4.05K	+5.45%
Mar 31, 2024	FMR LLC	0.03%	76.55K	1.48M	1.99K	+2.67%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.03%	76.18K	1.47M	60.83K	+396.42%
Mar 31, 2024	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	42.04K	810K	-488	-1.15%
Mar 31, 2024	ETHIC INC.	0.01%	39.43K	760.2K	3.47K	+9.64%
Mar 31, 2024	ROYAL BANK OF CANADA	0.01%	38.87K	750K	-1.88K	-4.61%
Mar 31, 2024	UNCOMMON CENTS INVESTING LLC	0.01%	38.81K	748.26K	2.89K	+8.05%
Mar 31, 2024	UBS GROUP AG	0.01%	37.19K	716.93K	5.91K	+18.91%
Mar 31, 2024	RITHOLTZ WEALTH MANAGEMENT	0.01%	36.01K	694.2K	5.77K	+19.08%
Mar 31, 2024	PZENA INVESTMENT MANAGEMENT LLC	5.55%	16.27M	313.72M	4.48K	+0.03%
Mar 31, 2024	WULFF, HANSEN & CO.	0.01%	17.99K	346.85K	-265	-1.45%
Mar 31, 2024	US BANCORP \DE\	0.01%	18.26K	352.09K	-1.77K	-8.84%
Mar 31, 2024	EVERETT HARRIS & CO /CA/	0.01%	20.66K	398.27K	-933	-4.32%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	21.68K	417.91K	1.08K	+5.25%
Mar 31, 2024	FIRST TRUST DIRECT INDEXING L.P.	0.01%	22.26K	429.25K	-1.29K	-5.49%
Mar 31, 2024	SEARLE & CO.	0.01%	23.29K	448.99K	0	0
Mar 31, 2024	SHAY CAPITAL LLC	0.02%	60K	1.16M	60K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0.02%	59.96K	1.16M	54.32K	+962.78%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.02%	58.3K	1.12M	3.3K	+6.00%
Dec 31, 2023	BLACKROCK INC.	0.08%	447.83K	9.33M	-69.79K	-13.48%
Dec 31, 2023	PACER ADVISORS, INC.	0.08%	488.4K	10.17M	485K	+14,252.07%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.11%	618.47K	12.88M	-270.29K	-30.41%
Dec 31, 2023	MORGAN STANLEY	0.16%	951.5K	19.82M	-89.95K	-8.64%
Dec 31, 2023	INVESCO LTD.	0.17%	978.86K	20.39M	177.73K	+22.18%
Dec 31, 2023	DODGE & COX	0.72%	4.22M	87.97M	0	0
Dec 31, 2023	FIDUCIARY MANAGEMENT INC /WI/	0.97%	5.67M	118.18M	-417.64K	-6.86%
Dec 31, 2023	SETTIAN CAPITAL LP	0.02%	90K	1.87M	50K	+125.00%
Dec 31, 2023		0.01%	45.49K	947.62K	14.1K	+44.91%
Dec 31, 2023	FMR LLC	0.01%	74.56K	1.55M	-11.09K	-12.95%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.01%	74.31K	1.55M	73.3K	+7,249.95%
Dec 31, 2023	PZENA INVESTMENT MANAGEMENT LLC	2.77%	16.27M	338.85M	-21.44K	-0.13%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.05%	273.2K	5.69M	14.17K	+5.47%
Dec 31, 2023	NORTHERN TRUST CORP	0.04%	260.58K	5.43M	1.65K	+0.64%
Dec 31, 2023	CITADEL ADVISORS LLC	0.04%	234.46K	4.88M	135.6K	+137.17%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0%	19.52K	402K	-2.85K	-12.74%
Dec 31, 2023	US BANCORP \DE\	0%	20.03K	417.27K	-2.06K	-9.32%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0%	20.59K	428.97K	20.59K	+100.00%
Dec 31, 2023	MORNINGSTAR INVESTMENT SERVICES LLC	0%	20.73K	434K	10.58K	+104.33%
Dec 31, 2023	EVERETT HARRIS & CO /CA/	0%	21.59K	449.72K	-208	-0.95%
Dec 31, 2023	SEARLE & CO.	0%	23.29K	485.09K	0	0
Dec 31, 2023	FIRST TRUST DIRECT INDEXING L.P.	0%	23.56K	490.71K	-330	-1.38%
Dec 31, 2023	KOSS-OLINGER CONSULTING, LLC	0%	25.96K	541K	-51.13K	-66.33%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.01%	74.1K	1.54M	-3.39K	-4.38%
Dec 31, 2023	UNCOMMON CENTS INVESTING LLC	0.01%	35.92K	748.21K	5.9K	+19.65%
Dec 31, 2023	ETHIC INC.	0.01%	35.96K	749.08K	7.22K	+25.12%
Dec 31, 2023	VISIONPOINT ADVISORY GROUP, LLC	0.01%	39K	812.39K	39K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.01%	40.75K	848K	-1.77K	-4.17%
Dec 31, 2023	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	42.52K	885K	-6.16K	-12.65%
Dec 31, 2023	CACTI ASSET MANAGEMENT LLC	0.01%	43.5K	915.24K	0	0
Dec 31, 2023	QUANTINNO CAPITAL MANAGEMENT LP	0.01%	45.33K	944K	5.19K	+12.92%
Dec 31, 2023	HIGHLAND CAPITAL MANAGEMENT, LLC	0.01%	48.15K	1M	50	+0.10%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.01%	66.13K	1.38M	41.14K	+164.59%
Dec 31, 2023	MORK CAPITAL MANAGEMENT, LLC	0.01%	51.58K	1.07M	0	0
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.01%	62.5K	1.3M	-8.3K	-11.72%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.01%	59.68K	1.24M	-18.55K	-23.71%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.01%	55K	1.15M	800	+1.48%
Dec 31, 2023	CERITY PARTNERS LLC	0%	26.79K	557.95K	1.55K	+6.12%
Dec 31, 2023	MARINER, LLC	0%	27.51K	573.11K	-11.15K	-28.85%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0%	28.96K	603.24K	1.13K	+4.04%
Dec 31, 2023	CREATIVE PLANNING	0.01%	29.85K	621.73K	2.54K	+9.31%
Dec 31, 2023	RITHOLTZ WEALTH MANAGEMENT	0.01%	30.24K	629.84K	5.06K	+20.09%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.01%	30.55K	636.25K	1.84K	+6.41%
Dec 31, 2023	UBS GROUP AG	0.01%	31.27K	651.4K	1.68K	+5.67%
Dec 31, 2023	MORAN WEALTH MANAGEMENT, LLC	0.03%	155.9K	3.25M	155.9K	+100.00%
Dec 31, 2023	GUARDIAN CAPITAL ADVISORS LP	0.02%	123.72K	2.56M	17.73K	+16.72%
Dec 31, 2023	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.02%	103.61K	2.16M	10.98K	+11.85%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.02%	100.89K	2.1M	82.44K	+446.78%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.02%	93.84K	1.95M	0	0

Frequently Asked Questions