How many institutions own FOA 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 FOA shares is 87, representing 65.38% of the company's common stock.

Who are the major shareholders selling Finance Of America Companies Inc. stock?

MORGAN STANLEY, in the last quarter, reduced its stake in FOA by -24.3% restricting it's holding to 84.85 thousand shares of worth nearly $1.41M. RHUMBLINE ADVISERS also lessened -6.95% of the FOA shares from its portfolio, reducing its holding to 3.86 thousand shares of worth $64.02K. TWO SIGMA INVESTMENTS, LP also shunned FOA shares holding by -13.44% last quarter which brought its holding to 115.44 thousand shares worth $1.92M.

Investors who are buying FOA stock?

As per its latest 13F filing, ROTHSCHILD INVESTMENT LLC increased its stake in FOA by 100% in the last quarter. The institutional holder raised its holding to 1 shares having worth more than $17.00. FARTHER FINANCE ADVISORS, LLC also added 100% more shares of FOA to its portfolio, raising its holding to 2 shares of worth $34.00. ROOT FINANCIAL PARTNERS, LLC also increased its FOA shares holding by 100% which brought its holding to 22 shares worth $365.00.

FOA's major insiders: who are they?

The insider with the most stakes in FOA is SAFRA EDMOND , at the company. Additionally, FOA stock is highly held by 10 percent owner COOPERMAN LEON G and Chief Investment Officer Prahm Jeremy among others.

Did an insider recently sell FOA stock?

Company executives, directors, and other insiders own 27.42% percent of Finance Of America Companies Inc.'s stock. Within the last six months, there have been 15 transaction(s) in which FOA insiders have sold stock, totaling 69.78K shares. Insiders that have sold shares include PRAHM JEREMY, SIEFFERT KRISTEN N, and BTO URBAN HOLDINGS L.L.C..

Which insider recently purchased FOA stock?

There have been 2 transaction(s) during the past 6-months in which Finance Of America Companies Inc. insiders have bought stock, totalling 10628 shares

How much of FOA does insiders own?

Around 3.1M Finance Of America Companies Inc. shares are held by insiders, which represents about 27.42% of FOA stock.

Who is the insider with the largest stake?

FOA , SAFRA EDMOND holds the largest portfolio of the company's shares. FOA shares owned by SAFRA total nearly 4.7 million.

Which institution holds the most shares in FOA?

IFP ADVISORS, INC is the largest institutional owner in FOA which holds 1 shares worth $17.00 or 0% of the total FOA shares outstanding followed by ROTHSCHILD INVESTMENT LLC with ownership of 1 shares representing 0% of the FOA ownership. FARTHER FINANCE ADVISORS, LLC is the third largest stakeholder with 2 shares or 0% of the ownership worth more than $34.00.

Is Finance Of America Companies 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 FOA is concerned, it is a stock which is optionable.

Is there a short position on FOA's shares?

Number of FOA shares short is 613.23K. 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 FOA shares are there?

As of today, 11.08M shares of FOA are outstanding.

Is there many float in FOA 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, FOA has 3.88M shares in float.

FOA 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 FOA is 7.83.

Finance Of America Companies (FOA) 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 Shares5.54

Short Percent Of Float12.76

Shares Outstanding11.08M

Shares Float3.88M

Shares Short613.23K

Short Ratio7.83

12.76%

Short % of Float

5.54%

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

27.42% Percentage of Shares held by All Insiders

65.38% Percentage of Shares held by All Institutions

90.08% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 65.38% of FOA shares are held by financial institutions. IFP ADVISORS, INC is the top corporate investor, holding 1 shares valued at $17.00. A 0% stake in Finance Of America Companies Inc. is owned by the company. ROTHSCHILD INVESTMENT LLC owns 1 shares valued at $17.00, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	IFP ADVISORS, INC	0%	1	17	0	0
Mar 31, 2026	ROTHSCHILD INVESTMENT LLC	0%	1	17	1	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	2	34	1	+100.00%
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	0%	22	365	22	+100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0%	29	481	29	+100.00%
Mar 31, 2026	GROUP ONE TRADING, L.P.	0.04%	3.43K	56.87K	3.43K	+100.00%
Mar 31, 2026	DEUTSCHE BANK AG\	0.05%	3.74K	62.1K	0	0
Mar 31, 2026	NORTHERN TRUST CORP	0.43%	34.03K	564.93K	469	+1.40%
Mar 31, 2026	MORGAN STANLEY	1.07%	84.85K	1.41M	-27.23K	-24.30%
Mar 31, 2026		0.33%	26.02K	431.87K	26.02K	+100.00%
Mar 31, 2026	RHUMBLINE ADVISERS	0.05%	3.86K	64.02K	-288	-6.95%
Mar 31, 2026	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.07%	5.45K	90.47K	5.45K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.09%	7.2K	119.52K	0	0
Mar 31, 2026	RBF CAPITAL, LLC	1.18%	93K	1.54M	0	0
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	1.29%	102.06K	1.69M	36.93K	+56.70%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	1.41%	111.23K	1.85M	2.81K	+2.59%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	1.46%	115.44K	1.92M	-17.92K	-13.44%
Mar 31, 2026	BEACH POINT CAPITAL MANAGEMENT LP	11.75%	927.84K	15.4M	138.44K	+17.54%
Mar 31, 2026	COOPERMAN LEON G	16.29%	1.29M	21.35M	28	0.00%
Mar 31, 2026	MARSHALL WACE, LLP	0.47%	37.27K	618.73K	-50.86K	-57.71%
Mar 31, 2026	CORIENT IA LLC	0.1%	7.5K	124.5K	7.5K	+100.00%
Mar 31, 2026	SIMPLEX TRADING, LLC	0.14%	11.27K	187.05K	11.27K	+100.00%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.22%	17.21K	285.69K	5.24K	+43.73%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.27%	21.34K	354.21K	-19K	-47.10%
Mar 31, 2026	CITADEL ADVISORS LLC	0.3%	23.89K	396.59K	23.89K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.31%	24.23K	402.2K	-11.33K	-31.86%
Mar 31, 2026	STATE OF WISCONSIN INVESTMENT BOARD	0.33%	26.05K	432.43K	-2.5K	-8.76%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.45%	35.2K	584.3K	35.2K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.52%	40.78K	654.54K	5.55K	+15.74%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.55%	43.56K	723.1K	43.56K	+100.00%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.63%	49.71K	825.14K	-4.11K	-7.63%
Mar 31, 2026	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	0.71%	56.21K	933.02K	34.21K	+155.48%
Mar 31, 2026	JACOBS LEVY EQUITY MANAGEMENT, INC	0.9%	70.68K	1.17M	60.81K	+616.39%
Mar 31, 2026	STATE STREET CORP	0.93%	73.48K	1.22M	430	+0.59%
Mar 31, 2026	NFJ INVESTMENT GROUP, LLC	0%	0	-	-52.14K	-100.00%
Mar 31, 2026	PHYSICIAN WEALTH ADVISORS, INC.	0%	0	-	-46	-100.00%
Mar 31, 2026	LOS ANGELES CAPITAL MANAGEMENT LLC	0.1%	7.7K	127.87K	2.47K	+47.28%
Mar 31, 2026	SIG BROKERAGE, LP	0.13%	10K	166K	0	0
Mar 31, 2026	INVESCO LTD.	0.13%	10.04K	166.7K	10.04K	+100.00%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.16%	12.95K	214.93K	-64.5K	-83.28%
Mar 31, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.17%	13.54K	224.83K	5K	+58.52%
Mar 31, 2026	D. E. SHAW & CO., INC.	0.35%	27.51K	456.63K	10.12K	+58.16%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.35%	27.77K	461.05K	-1.81K	-6.12%
Mar 31, 2026	NUVEEN, LLC	0.14%	10.92K	181.21K	10.92K	+100.00%
Mar 31, 2026	XTX TOPCO LTD	0.18%	14.22K	236K	700	+5.18%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	15.53K	257.85K	-2.71K	-14.85%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.32%	25.29K	419.8K	25.29K	+100.00%
Mar 31, 2026	PEAK6 LLC	1.17%	92.6K	1.54M	76.9K	+489.81%
Mar 31, 2026	CWM, LLC	0%	85	1.41K	-7	-7.61%
Mar 31, 2026	STERLING CAPITAL MANAGEMENT LLC	0%	149	2.47K	-157	-51.31%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.01%	403	6.69K	0	0
Mar 31, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	453	7.52K	0	0
Mar 31, 2026	CITIGROUP INC	0.01%	810	13.45K	422	+108.76%
Mar 31, 2026	FOUNDERS CAPITAL MANAGEMENT	0%	0	-	-20	-100.00%
Mar 31, 2026	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	1.25K	20.77K	0	0
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.02%	1.27K	210.42K	1.27K	+100.00%
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.02%	1.71K	28.44K	1.71K	+100.00%
Mar 31, 2026	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	3.4K	56.44K	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	3.74%	295.3K	4.9M	-39K	-11.67%
Mar 31, 2026	HRT FINANCIAL LP	0%	0	-	-26.61K	-100.00%
Mar 31, 2026	PALISADES INVESTMENT PARTNERS, LLC	0%	0	-	-8.31K	-100.00%
Mar 31, 2026	BRIGADE CAPITAL MANAGEMENT, LP	1.99%	157K	2.61M	75K	+91.46%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	2.03%	160.6K	2.67M	33.81K	+26.67%
Mar 31, 2026	CAPTION MANAGEMENT, LLC	2.73%	215.7K	3.58M	-600	-0.28%
Mar 31, 2026	BLACKROCK, INC.	3.65%	288.28K	4.79M	-7.44K	-2.52%
Mar 31, 2026	AMALGAMATED BANK	0%	0	-	-160	-100.00%
Mar 31, 2026	CITIZENS FINANCIAL GROUP INC/RI	0%	0	-	-25K	-100.00%
Dec 31, 2025	SIG BROKERAGE, LP	0.11%	10K	242.1K	10K	+100.00%
Dec 31, 2025	XTX TOPCO LTD	0.15%	13.52K	327.25K	13.52K	+100.00%
Dec 31, 2025	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	0.24%	22K	532.62K	0	0
Dec 31, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.28%	25K	605.25K	-3.5K	-12.28%
Dec 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.31%	28.55K	691.2K	15.72K	+122.51%
Dec 31, 2025	HRT FINANCIAL LP	0.29%	26.61K	644K	14.25K	+115.31%
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.09%	8.31K	201.21K	8.31K	+100.00%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.09%	8.54K	206.85K	8.54K	+100.00%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.13%	11.97K	289.89K	-4.43K	-27.01%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	18.24K	441.62K	1.4K	+8.29%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.19%	17.39K	421.09K	17.39K	+100.00%
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	1.25K	30.29K	0	0
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	2.2K	53.19M	1.34K	+155.17%
Dec 31, 2025	QUEST PARTNERS LLC	0.03%	2.84K	68.68K	0	0
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	3.4K	82.31K	0	0
Dec 31, 2025	DEUTSCHE BANK AG\	0.04%	3.74K	90.57K	3.74K	+100.00%
Dec 31, 2025	RHUMBLINE ADVISERS	0.05%	4.15K	100.35M	-346	-7.70%
Dec 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.06%	5.23K	113.13K	5.23K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.38%	34.86K	843.84K	34.86K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.39%	35.24K	853.04K	-4.96K	-12.34%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.44%	40.34K	976.51K	13.03K	+47.74%
Dec 31, 2025	NFJ INVESTMENT GROUP, LLC	0.58%	52.14K	1.26M	-2.31K	-4.24%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.59%	53.81K	1.3M	53.81K	+100.00%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.72%	65.13K	1.58M	15.91K	+32.33%
Dec 31, 2025	MARSHALL WACE, LLP	0.97%	88.14K	2.13M	-4.86K	-5.22%
Dec 31, 2025	UBS GROUP AG	0.39%	35.56K	860.81K	448	+1.28%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.2%	108.42K	2.63M	-8.69K	-7.42%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	1.4%	126.79K	3.07M	6.59K	+5.49%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	1.47%	133.36K	3.23M	44.48K	+50.04%
Dec 31, 2025	VANGUARD GROUP INC	1.92%	174.09K	4.21M	-154.62K	-47.04%
Dec 31, 2025	COOPERMAN LEON G	14.19%	1.29M	31.14M	0	0
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-7.7K	-100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	1	24	0	0
Dec 31, 2025	IFP ADVISORS, INC	0%	1	24	1	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	5	122	4	+400.00%
Dec 31, 2025	FOUNDERS CAPITAL MANAGEMENT	0%	20	484	0	0
Dec 31, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	46	1.11K	0	0
Dec 31, 2025	CWM, LLC	0%	92	2K	92	+100.00%
Dec 31, 2025	AMALGAMATED BANK	0%	160	4K	8	+5.26%
Dec 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	306	7.41K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0%	365	9M	-3.06K	-89.36%
Dec 31, 2025	CITIGROUP INC	0%	388	9.39K	308	+385.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.08%	7.2K	174.31K	-34.1K	-82.57%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.08%	6.92K	167.44K	-34.52K	-83.31%
Dec 31, 2025	BARCLAYS PLC	0.09%	7.91K	191.43K	1.53K	+23.90%
Dec 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.11%	9.87K	238.86K	9.87K	+100.00%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.33%	29.58K	716.2K	18.34K	+163.05%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.36%	33.07K	800.7K	11.18K	+51.07%
Dec 31, 2025	NORTHERN TRUST CORP	0.37%	33.56K	812.56K	-1.56K	-4.45%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.37%	33.75K	817.06K	12.56K	+59.28%
Dec 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.52%	47.36K	1.15M	47.36K	+100.00%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.85%	77.45K	1.87M	76.15K	+5,866.49%
Dec 31, 2025	CAPTION MANAGEMENT, LLC	2.39%	216.3K	5.24M	0	0
Dec 31, 2025	BLACKSTONE INC.	17.61%	1.6M	38.64M	-1.6M	-50.00%
Dec 31, 2025		1.06%	96.02K	2.32M	96.02K	+100.00%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0%	403	9.76K	0	0
Dec 31, 2025	RBF CAPITAL, LLC	1.03%	93K	2.25M	0	0
Dec 31, 2025	MORGAN STANLEY	1.24%	112.08K	2.71M	-72.44K	-39.26%
Dec 31, 2025	CITADEL ADVISORS LLC	2.48%	225K	5.45M	192.2K	+585.98%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	0	-	-30.29K	-100.00%
Dec 31, 2025	PEKIN HARDY STRAUSS, INC.	0%	0	-	-10.25K	-100.00%
Dec 31, 2025	NISA INVESTMENT ADVISORS, LLC	0%	0	-	-70	-100.00%
Dec 31, 2025	GROUP ONE TRADING, L.P.	0%	0	-	-11.66K	-100.00%
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	453	10.97K	0	0
Dec 31, 2025	CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD	0.01%	809	19.59K	-460	-36.25%
Dec 31, 2025	PALISADES INVESTMENT PARTNERS, LLC	0.09%	8.31K	201.21K	8.31K	+100.00%
Dec 31, 2025	PEAK6 LLC	0.17%	15.7K	380.1K	-57.5K	-78.55%
Dec 31, 2025	STATE STREET CORP	0.81%	73.05K	1.77M	-5.14K	-6.58%
Dec 31, 2025	BRIGADE CAPITAL MANAGEMENT, LP	0.9%	82K	1.99M	25K	+43.86%
Dec 31, 2025	BLACKROCK, INC.	3.26%	295.72K	7.16M	18.54K	+6.69%
Dec 31, 2025	BEACH POINT CAPITAL MANAGEMENT LP	8.71%	789.4K	19.11M	669.34K	+557.49%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	10K	242.1K	-54.4K	-84.47%
Sep 30, 2025	ROYAL BANK OF CANADA	1.12%	123.8K	2.78M	123.8K	+100.00%
Sep 30, 2025	BLACKROCK, INC.	2.51%	277.18K	6.22M	12.37K	+4.67%
Sep 30, 2025	INVESCO LTD.	1.27%	140.3K	3.15M	140.3K	+100.00%
Sep 30, 2025	BEACH POINT CAPITAL MANAGEMENT LP	1.09%	120.06K	2.69M	-349.33K	-74.42%
Sep 30, 2025	MARSHALL WACE, LLP	0.84%	92.99K	2.09M	92.99K	+100.00%
Sep 30, 2025	HRT FINANCIAL LP	0.11%	12.36K	277K	12.36K	+100.00%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.45%	49.22K	1.1M	5.08K	+11.51%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.31%	34.06K	763.85K	-374	-1.09%
Sep 30, 2025	VANGUARD GROUP INC	2.98%	328.71K	7.37M	-50.76K	-13.38%
Sep 30, 2025	RHUMBLINE ADVISERS	0.04%	4.49K	100.73K	127	+2.91%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.03%	3.4K	76.26K	-1K	-22.73%
Sep 30, 2025	QUEST PARTNERS LLC	0.03%	2.84K	63.63K	97	+3.54%
Sep 30, 2025	FMR LLC	0.02%	2.39K	53.65K	1.88K	+368.10%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	1.3K	29.11K	1.3K	+100.00%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	1.25K	28.06K	0	0
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	453	10.16K	0	0
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0%	403	9.04K	0	0
Sep 30, 2025	FEDERATED HERMES, INC.	0%	374	8.39K	374	+100.00%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	306	6.86K	186	+155.00%
Sep 30, 2025	AMALGAMATED BANK	0%	152	3K	0	0
Sep 30, 2025	CITIGROUP INC	0%	80	1.8K	-1.42K	-94.67%
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	0%	70	1.57K	70	+100.00%
Sep 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	46	1.03K	0	0
Sep 30, 2025	FORTITUDE FAMILY OFFICE, LLC	0%	23	516	0	0
Sep 30, 2025	FOUNDERS CAPITAL MANAGEMENT	0%	20	449	0	0
Sep 30, 2025	FINANCIAL CONSULATE, INC	0%	10	225	10	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	1	22	0	0
Sep 30, 2025	DEUTSCHE BANK AG\	0%	0	-	-4.04K	-100.00%
Sep 30, 2025	BASTION ASSET MANAGEMENT INC.	0%	0	-	-99.35K	-100.00%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.15%	16.41K	367.96K	16.41K	+100.00%
Sep 30, 2025	TOROSO INVESTMENTS, LLC	0.12%	13.57K	304.31K	13.57K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.11%	11.9K	266.92K	700	+6.25%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.43%	47.4K	1.06M	-50K	-51.33%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.38%	41.44K	929.41K	-773	-1.83%
Sep 30, 2025	NORTHERN TRUST CORP	0.32%	35.13K	787.9K	-5.72K	-14.01%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.37%	41.3K	926.36K	41.3K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.36%	40.19K	901.55K	38.1K	+1,815.82%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.27%	30.29K	679.34K	-3.1K	-9.29%
Sep 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.26%	28.5K	639.26K	1.5K	+5.56%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.15%	16.84K	377.81K	0	0
Sep 30, 2025	CITADEL ADVISORS LLC	0.28%	30.4K	681.87K	14.7K	+93.63%
Sep 30, 2025	STATE STREET CORP	0.71%	78.19K	1.75M	7.52K	+10.63%
Sep 30, 2025	CAPTION MANAGEMENT, LLC	0.19%	21K	471.03K	0	0
Sep 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.12%	12.83K	287.8K	12.83K	+100.00%
Sep 30, 2025	PEAK6 LLC	0.66%	73.2K	1.64M	-38.5K	-34.47%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.58%	64.4K	1.44M	15.7K	+32.24%
Sep 30, 2025	BRIGADE CAPITAL MANAGEMENT, LP	0.52%	57K	1.28M	0	0
Sep 30, 2025	NFJ INVESTMENT GROUP, LLC	0.49%	54.44K	1.22M	54.44K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.32%	35.11K	787.47K	-208	-0.59%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.25%	27.3K	612.38K	15.25K	+126.50%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.23%	24.97K	560K	21.47K	+613.14%
Sep 30, 2025	TUDOR INVESTMENT CORP ET AL	0.22%	24.64K	552.7K	24.64K	+100.00%
Sep 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.2%	22.13K	496.42K	22.13K	+100.00%
Sep 30, 2025	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	0.2%	22K	493.46K	22K	+100.00%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.2%	21.89K	491.04K	21.89K	+100.00%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.19%	21.19K	475.27K	21.19K	+100.00%
Sep 30, 2025	BLACKSTONE INC.	28.91%	3.19M	71.6M	0	0
Sep 30, 2025	COOPERMAN LEON G	11.65%	1.29M	28.85M	10.63K	+0.83%
Sep 30, 2025	MORGAN STANLEY	1.67%	184.53K	4.14M	53.33K	+40.65%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0.11%	11.66K	261.44K	2.31K	+24.73%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.1%	11.25K	252.25K	-124	-1.09%
Sep 30, 2025	PEKIN HARDY STRAUSS, INC.	0.09%	10.25K	229.91K	10.25K	+100.00%
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0.09%	9.6K	215.31K	9.6K	+100.00%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.09%	9.41K	211K	-3.95K	-29.54%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.07%	7.7K	172.71K	1.4K	+22.13%
Sep 30, 2025	BARCLAYS PLC	0.06%	6.38K	143.15K	-1.03K	-13.88%
Sep 30, 2025	CORIENT IA LLC	0.72%	80K	1.79M	24.5K	+44.14%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	1.09%	120.2K	2.7M	31.64K	+35.73%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.06%	117.1K	2.63M	-19.57K	-14.32%
Sep 30, 2025	RBF CAPITAL, LLC	0.84%	93K	2.09M	0	0
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.81%	88.89K	1.99M	62.69K	+239.25%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.72%	80K	1.79M	80K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	2.4%	264.81K	6.18M	234.42K	+771.33%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	4.4K	102.61K	4.4K	+100.00%
Jun 30, 2025	XTX TOPCO LTD	0.16%	17.26K	402.57K	-2.57K	-12.95%
Jun 30, 2025	CAPTION MANAGEMENT, LLC	0.02%	1.75K	40.72K	1.75K	+100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	1	23	0	0
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0%	0	-	-237	-100.00%
Jun 30, 2025	OMERS ADMINISTRATION CORP	0%	0	-	-23.4K	-100.00%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0%	0	-	-12.35K	-100.00%
Jun 30, 2025	MARSHALL WACE, LLP	0%	0	-	-21.08K	-100.00%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	0	-	-19.84K	-100.00%
Jun 30, 2025	HRT FINANCIAL LP	0%	0	-	-26.22K	-100.00%
Jun 30, 2025	UBS GROUP AG	0.32%	35.32K	823.57K	12.67K	+55.97%
Jun 30, 2025	SQUAREPOINT OPS LLC	0%	0	-	-11.76K	-100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-155	-100.00%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0%	0	-	-10.79K	-100.00%
Jun 30, 2025	NKCFO LLC	0%	0	-	-13K	-100.00%
Jun 30, 2025	BLACKSTONE INC.	28.91%	3.19M	74.44M	0	0
Jun 30, 2025	BRIGADE CAPITAL MANAGEMENT, LP	0.52%	57K	1.32M	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.1%	11K	256.5K	-8.77K	-44.37%
Jun 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.24%	27K	629.64K	3K	+12.50%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.3%	33.39K	778.59K	-24.61K	-42.43%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.06%	6.31K	147.03K	6.31K	+100.00%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.31%	34.43K	802.88K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.44%	48.7K	1.14M	1.7K	+3.62%
Jun 30, 2025	STATE STREET CORP	0.64%	70.67K	1.65M	36.09K	+104.37%
Jun 30, 2025	QUEST PARTNERS LLC	0.02%	2.74K	63.9K	2.74K	+100.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.24%	26.2K	611.01K	26.2K	+100.00%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.4%	44.14K	1.03M	15.18K	+52.43%
Jun 30, 2025	CITIGROUP INC	0.01%	1.5K	34.98K	1.49K	+12,400.00%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.01%	1.57K	36.71K	708	+81.76%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.15%	16.84K	392.8K	16.84K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.38%	42.21K	984.31K	36.81K	+681.79%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.8%	88.55K	2.07M	2.64K	+3.07%
Jun 30, 2025	RBF CAPITAL, LLC	0.84%	93K	2.17M	0	0
Jun 30, 2025	PEAK6 LLC	1.01%	111.7K	2.6M	-121.8K	-52.16%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.08%	8.88K	207.15K	-137.13K	-93.92%
Jun 30, 2025	BARCLAYS PLC	0.07%	7.41K	173K	-10.11K	-57.70%
Jun 30, 2025	SIMPLEX TRADING, LLC	0.03%	3.5K	81K	3.5K	+100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	500	11.66K	-500	-50.00%
Jun 30, 2025	BASTION ASSET MANAGEMENT INC.	0.9%	99.35K	2.3M	-120.03K	-54.71%
Jun 30, 2025	CORIENT IA LLC	0.5%	55.5K	1.29M	55.5K	+100.00%
Jun 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	1.25K	29.17K	1.25K	+100.00%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	277	6.46M	277	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	453	10.56K	453	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.14%	15K	349.8M	12.49K	+497.13%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.11%	12.05K	281.1M	-10.34K	-46.18%
Jun 30, 2025	FOUNDERS CAPITAL MANAGEMENT	0%	20	466	0	0
Jun 30, 2025	FORTITUDE FAMILY OFFICE, LLC	0%	23	536	23	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.02%	2.1K	48.93K	2.05K	+4,270.83%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.02%	2.42K	56.53K	2.42K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	2.85K	66.42K	2.85K	+100.00%
Jun 30, 2025	DEUTSCHE BANK AG\	0.04%	4.04K	94.14K	4.04K	+100.00%
Jun 30, 2025	RHUMBLINE ADVISERS	0.04%	4.36K	101.76K	4.36K	+100.00%
Jun 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	46	1.07K	46	+100.00%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	120	2.8K	120	+100.00%
Jun 30, 2025	NORTHERN TRUST CORP	0.37%	40.85K	952.62K	23.88K	+140.73%
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0.12%	13.36K	311K	13.36K	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.1%	11.37K	265.15K	11.37K	+100.00%
Jun 30, 2025	GROUP ONE TRADING, L.P.	0.08%	9.35K	217.93K	9.35K	+100.00%
Jun 30, 2025	FMR LLC	0%	511	11.92K	63	+14.06%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	842	19K	601	+249.38%
Jun 30, 2025	MORGAN STANLEY	1.19%	131.19K	3.06B	125.33K	+2,138.81%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.24%	136.67K	3.19M	54.43K	+66.18%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.88%	97.4K	2.27B	8.1K	+9.07%
Jun 30, 2025	VANGUARD GROUP INC	3.44%	379.47K	8.85M	29.69K	+8.49%
Jun 30, 2025	BEACH POINT CAPITAL MANAGEMENT LP	4.25%	469.39K	10.95M	-6.49K	-1.36%
Jun 30, 2025	COOPERMAN LEON G	11.55%	1.28M	29.74M	73.23K	+6.09%
Jun 30, 2025		0.01%	1.25K	29.17K	1.25K	+100.00%
Mar 31, 2025	MARSHALL WACE, LLP	0.21%	21.08K	448.16K	11.24K	+114.14%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.12%	11.76K	249.91K	11.76K	+100.00%
Mar 31, 2025	BARCLAYS PLC	0.18%	17.52K	372K	20	+0.11%
Mar 31, 2025	JANE STREET GROUP, LLC	0.2%	19.77K	420.35K	19.77K	+100.00%
Mar 31, 2025	XTX TOPCO LTD	0.2%	19.83K	421.59K	12.24K	+161.37%
Mar 31, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.24%	24K	510.24K	4K	+20.00%
Mar 31, 2025	HRT FINANCIAL LP	0.26%	26.22K	557K	26.22K	+100.00%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.35%	34.43K	731.96K	12.03K	+53.70%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.58%	58K	1.23M	-31.5K	-35.20%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.9%	89.3K	1.9M	89.3K	+100.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	1.47%	146.01K	3.1M	96.6K	+195.49%
Mar 31, 2025	CITADEL ADVISORS LLC	0.03%	2.51K	53.41K	-945	-27.34%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.29%	28.96K	615.75K	28.96K	+100.00%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0%	237	5K	237	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0%	241	5K	241	+100.00%
Mar 31, 2025	BRIGADE CAPITAL MANAGEMENT, LP	0.57%	57K	1.21M	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1K	21.26K	0	0
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.83%	82.24K	1.75M	3.12K	+3.94%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.05%	5.4K	114.78K	3.09K	+134.13%
Mar 31, 2025	NKCFO LLC	0.13%	13K	276K	-16K	-55.17%
Mar 31, 2025	NORTHERN TRUST CORP	0.17%	16.97K	360.76K	-72	-0.42%
Mar 31, 2025	MORGAN STANLEY	0.06%	5.86K	124.58K	1.67K	+39.69%
Mar 31, 2025	UBS GROUP AG	0.11%	10.6K	225.36K	10.6K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.23%	22.4K	476.14K	-7.97K	-26.25%
Mar 31, 2025	PEAK6 LLC	2.35%	233.5K	4.96M	114.4K	+96.05%
Mar 31, 2025	COOPERMAN LEON G	12.11%	1.2M	25.56M	120.69K	+11.16%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.02K	21.73K	1.02K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.31%	30.39K	646.11K	2.49K	+8.94%
Mar 31, 2025	STATE STREET CORP	0.35%	34.58K	735.17K	5.4K	+18.51%
Mar 31, 2025	BEACH POINT CAPITAL MANAGEMENT LP	4.79%	475.88K	10.12M	475.88K	+100.00%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.87%	85.92K	1.83M	58.16K	+209.48%
Mar 31, 2025	FMR LLC	0%	448	9.53K	2	+0.45%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.01%	866	18.41K	866	+100.00%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.12%	12.35K	262.46K	-22.64K	-64.72%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.47%	47K	999.22K	26.1K	+124.88%
Mar 31, 2025		0%	190	4.04K	190	+100.00%
Mar 31, 2025	VANGUARD GROUP INC	3.52%	349.78K	7.44M	63.16K	+22.04%
Mar 31, 2025	BLACKSTONE INC.	32.15%	3.19M	67.87M	0	0
Mar 31, 2025	RBF CAPITAL, LLC	0.94%	93K	1.98M	0	0
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.2%	19.84K	421.76K	6.72K	+51.18%
Mar 31, 2025	OMERS ADMINISTRATION CORP	0.24%	23.4K	497.48K	12.1K	+107.08%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	155	3.3K	155	+100.00%
Mar 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.11%	10.79K	229.44K	10.79K	+100.00%
Mar 31, 2024	BLACKROCK INC.	0.11%	91.27K	1.95M	-8.27K	-8.31%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.06%	45.62K	974.34K	24.26K	+113.64%
Mar 31, 2024	HILLSDALE INVESTMENT MANAGEMENT INC.	0.07%	66.2K	1.41M	4.8K	+7.82%
Mar 31, 2024	RBF CAPITAL, LLC	0.08%	73.06K	1.56M	0	0
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.1%	80.29K	1.72M	4.51K	+5.95%
Mar 31, 2024	AJOVISTA, LLC	0%	0	-	-1.22K	-100.00%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0%	0	-	-5.09K	-100.00%
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	0%	40	854	40	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	56	1.2K	0	0
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0%	96	2.05K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0%	506	10.81K	470	+1,305.56%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	771	16.47K	650	+537.19%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	969	20.7K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0%	1.84K	39.22K	200	+12.22%
Mar 31, 2024	UBS GROUP AG	0%	2.21K	47.25K	1.17K	+111.27%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	3.18K	67.92K	2.55K	+403.16%
Mar 31, 2024	MORGAN STANLEY	0.01%	5.71K	122.03K	3.61K	+171.27%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.08%	67.2K	1.44M	2.79K	+4.34%
Mar 31, 2024	MONEY CONCEPTS CAPITAL CORP	0.39%	341.45K	7.29M	3.46K	+1.02%
Mar 31, 2024	VANGUARD GROUP INC	0.48%	390.35K	8.34M	0	0
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.48%	395.9K	8.46M	1.14K	+0.29%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.68%	602.14K	12.86M	-30.43K	-4.81%
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	350	7.48K	350	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.01%	7.08K	151.25K	-983	-12.19%
Mar 31, 2024	MARQUETTE ASSET MANAGEMENT, LLC	0.01%	8.59K	183.42K	0	0
Mar 31, 2024	LAKEWOOD ASSET MANAGEMENT LLC	0.01%	9.62K	205.48K	9.62K	+100.00%
Mar 31, 2024	CARMEL CAPITAL PARTNERS, LLC	0.01%	12.09K	258.2K	0	0
Mar 31, 2024	RITHOLTZ WEALTH MANAGEMENT	0.01%	12.47K	266.42K	12.47K	+100.00%
Mar 31, 2024	GLOBEFLEX CAPITAL L P	0.02%	14.08K	300.83K	-4.53K	-24.33%
Mar 31, 2024	HIKARI TSUSHIN, INC.	0.02%	14.16K	302.42K	0	0
Mar 31, 2024	DENALI ADVISORS LLC	0.02%	16.1K	343.9K	2.7K	+20.15%
Mar 31, 2024	ROYAL BANK OF CANADA	0.02%	15.02K	321K	119	+0.80%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.02%	16.49K	352.27K	4.51K	+37.61%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.02%	18.65K	398K	18.65K	+100.00%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	18.87K	403.06K	10.58K	+127.71%
Mar 31, 2024	LINDEN THOMAS ADVISORY SERVICES, LLC	0.02%	19.71K	420.9K	19.71K	+100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0.03%	21.41K	457.25K	8.66K	+67.87%
Mar 31, 2024	STATE STREET CORP	0.03%	21.64K	462.23K	0	0
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.08%	74.18K	1.58M	0	0
Mar 31, 2024	LSV ASSET MANAGEMENT	0.13%	114.5K	2.45M	-2.6K	-2.22%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.38%	308.84K	6.6M	5.7K	+1.88%
Mar 31, 2024	MACQUARIE GROUP LTD	0%	115	2	115	+100.00%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0%	144	3K	14	+10.77%
Mar 31, 2024	RHUMBLINE ADVISERS	0%	298	6.37K	0	0
Mar 31, 2024	CWM, LLC	0%	300	6K	0	0
Mar 31, 2024		0%	350	7.48K	350	+100.00%
Mar 31, 2024	FMR LLC	0%	432	9.22K	-30	-6.49%
Mar 31, 2024	INSPIRE ADVISORS, LLC	0.01%	10.22K	218.3K	10.22K	+100.00%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.01%	10.8K	230.69K	0	0
Mar 31, 2024	CITIGROUP INC	0.02%	17.75K	379.1K	3.14K	+21.53%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.03%	22.51K	480.77K	-3.55K	-13.63%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	24.15K	515.76K	24.15K	+100.00%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.03%	30.05K	641.8K	0	0
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.04%	32.98K	704.41K	9.24K	+38.91%
Mar 31, 2024	NORTHERN TRUST CORP	0.04%	36.84K	786.92K	59	+0.16%
Mar 31, 2024	ACUITAS INVESTMENTS, LLC	0.05%	46.84K	1M	-171.81K	-78.58%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.01%	8.06K	157.73K	8.06K	+100.00%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.01%	5.09K	99.48K	35	+0.69%
Dec 31, 2023	MORGAN STANLEY	0%	2.11K	41.19K	-90	-4.10%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0%	1.64K	31.99K	-1.62K	-49.75%
Dec 31, 2023		0%	1.22K	23.79K	1.22K	+100.00%
Dec 31, 2023	JANE STREET GROUP, LLC	0.01%	12.75K	249.43K	12.75K	+100.00%
Dec 31, 2023	UBS GROUP AG	0%	1.05K	20.48K	986	+1,616.39%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0%	969	18.95K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0%	632	12.36K	64	+11.27%
Dec 31, 2023	FMR LLC	0%	462	9.04K	103	+28.69%
Dec 31, 2023	CWM, LLC	0%	300	6K	0	0
Dec 31, 2023	RHUMBLINE ADVISERS	0%	298	5.83K	0	0
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0%	130	2K	130	+100.00%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	121	2.37K	-741	-85.96%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0%	96	1.88K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	56	1.1K	2	+3.70%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0%	36	704	6	+20.00%
Dec 31, 2023	TYLER-STONE WEALTH MANAGEMENT	0%	18	352	18	+100.00%
Dec 31, 2023	INVENOMIC CAPITAL MANAGEMENT LP	0%	0	-	-121.55K	-100.00%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.72%	632.57K	12.37M	7.21K	+1.15%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.45%	394.76K	7.72M	-1.16K	-0.29%
Dec 31, 2023	VANGUARD GROUP INC	0.45%	390.35K	7.64M	16.49K	+4.41%
Dec 31, 2023	MONEY CONCEPTS CAPITAL CORP	0.39%	337.99K	6.61M	26.17K	+8.39%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.35%	303.14K	5.93M	-4.78K	-1.55%
Dec 31, 2023	ACUITAS INVESTMENTS, LLC	0.25%	218.65K	760.76K	218.65K	+100.00%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.13%	117.1K	2.29M	-29.25K	-19.99%
Dec 31, 2023	BLACKROCK INC.	0.11%	99.54K	1.95M	-281	-0.28%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.09%	75.79K	1.48M	960	+1.28%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.08%	74.18K	1.45M	-13.42K	-15.32%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.01%	11.99K	234.43M	960	+8.71%
Dec 31, 2023	RBF CAPITAL, LLC	0.08%	73.06K	1.43M	0	0
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.07%	64.41K	1.26M	8.72K	+15.65%
Dec 31, 2023	HILLSDALE INVESTMENT MANAGEMENT INC.	0.07%	61.4K	1.2M	61.4K	+100.00%
Dec 31, 2023	CARMEL CAPITAL PARTNERS, LLC	0.01%	12.09K	236.44K	10.62K	+725.12%
Dec 31, 2023	BARCLAYS PLC	0.01%	6.33K	124K	6.33K	+100.00%
Dec 31, 2023	NORTHERN TRUST CORP	0.04%	36.78K	719.46K	238	+0.65%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.03%	30.05K	587.72K	-88	-0.29%
Dec 31, 2023	POLAR ASSET MANAGEMENT PARTNERS INC.	0.03%	29.7K	580.93K	-15.51K	-34.30%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.03%	26.06K	509.73K	0	0
Dec 31, 2023	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.03%	23.74K	464.37K	13.69K	+136.13%
Dec 31, 2023	STATE STREET CORP	0.02%	21.64K	423.28K	1.4K	+6.92%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.02%	21.35K	417.63K	-15.94K	-42.74%
Dec 31, 2023	GLOBEFLEX CAPITAL L P	0.02%	18.61K	364.07K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.02%	14.9K	291K	0	0
Dec 31, 2023	CITIGROUP INC	0.02%	14.6K	285.65K	14.6K	+1,460,300.00%
Dec 31, 2023	HIKARI TSUSHIN, INC.	0.02%	14.16K	276.93K	0	0
Dec 31, 2023	DENALI ADVISORS LLC	0.02%	13.4K	262.1K	200	+1.52%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.01%	10.8K	211.25K	-100	-0.92%
Dec 31, 2023	MARQUETTE ASSET MANAGEMENT, LLC	0.01%	8.59K	167.96K	8.59K	+100.00%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	8.29K	162.09K	8.29K	+414,250.00%

Insiders

Among the FOA insiders holding of 27.42% of the stake in company, SAFRA EDMOND, , holds the largest shares of 4.7M. COOPERMAN LEON G, 10 percent owner, is the second largest FOA insider with ownership of 1.27M shares. PRAHM JEREMY, Chief Investment Officer, stands third with possession of 203.86K shares of that stake.

Insiders	Designation	Shares Held
SAFRA EDMOND		4.7M
COOPERMAN LEON G	10 percent owner	1.27M
PRAHM JEREMY	Chief Investment Officer	203.86K
SIEFFERT KRISTEN N	President	127.76K
LIBMAN BRIAN L		84.93K
BLACKSTONE HOLDINGS III L.P.	10 percent owner	43.23K
ENGEL MATTHEW A	Chief Financial Officer	33.44K
FLEMING GRAHAM	President	20K
COOK PATRICIA	Chief Executive Officer	20K
CORIO NORMA	director	16.58K
THORNOCK TAI A.	Chief Accounting Officer	10.65K
GERICKE JOHAN	EVP, Chief Financial Officer	10K
BLACKSTONE TACTICAL OPPORTUNITIES FUND - U - NQ L.L.C.	10 percent owner	0
BTO URBAN HOLDINGS L.L.C.	10 percent owner	0
BLACKSTONE TACTICAL OPPORTUNITIES ASSOCIATES - NQ L.L.C.	10 percent owner	0
WEST LANCE	director	0
D1 CAPITAL PARTNERS L.P.	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 15, 2026	PRAHM JEREMY	SALE	20.49	8.86K	181.5K	203.86K
May 18, 2026	PRAHM JEREMY	SALE	19.68	6K	118.09K	220.97K
May 07, 2026	PRAHM JEREMY	SALE	21.39	5.23K	111.81K	226.97K
May 01, 2026	SIEFFERT KRISTEN N	SALE	19.54	750	14.66K	127.76K
Apr 20, 2026	PRAHM JEREMY	SALE	23.01	6K	138.05K	232.2K
Apr 06, 2026	PRAHM JEREMY	SALE	17.83	5.23K	93.23K	238.2K
Apr 01, 2026	SIEFFERT KRISTEN N	SALE	16.63	750	12.47K	128.51K
Mar 23, 2026	PRAHM JEREMY	SALE	17.50	6K	105.02K	167.29K
Mar 13, 2026	ENGEL MATTHEW A	PURCHASE	16.45	10.6K	174.4K	33.44K
Mar 13, 2026	COOPERMAN LEON G	PURCHASE	16.10	28	450.8	1.27M
Mar 02, 2026	SIEFFERT KRISTEN N	SALE	18.82	750	14.12K	78.8K
Feb 27, 2026	BTO URBAN HOLDINGS L.L.C.	SALE	0.00	13.81K	-	0
Feb 27, 2026	BLACKSTONE TACTICAL OPPORTUNITIES FUND - U - NQ L.L.C.	SALE	0.00	13.81K	-	0
Feb 27, 2026	BLACKSTONE TACTICAL OPPORTUNITIES ASSOCIATES - NQ L.L.C.	SALE	0.00	1	-	0
Feb 02, 2026	SIEFFERT KRISTEN N	SALE	23.32	750	17.49K	79.55K
Jan 16, 2026	THORNOCK TAI A.	SALE	24.58	1.1K	27.04K	10.65K
Jan 02, 2026	SIEFFERT KRISTEN N	SALE	24.18	750	18.14K	80.3K
Dec 16, 2025	THORNOCK TAI A.	SALE	23.04	1.1K	25.34K	11.75K
Dec 04, 2025	BTO URBAN HOLDINGS L.L.C.	SALE	10.00	2.16K	21.61K	2.16K
Dec 04, 2025	BLACKSTONE TACTICAL OPPORTUNITIES FUND - U - NQ L.L.C.	SALE	10.00	2.16K	21.61K	2.16K
Dec 04, 2025	BLACKSTONE TACTICAL OPPORTUNITIES ASSOCIATES - NQ L.L.C.	SALE	10.00	2.16K	21.61K	2.16K
Dec 01, 2025	SIEFFERT KRISTEN N	SALE	23.50	750	17.63K	81.05K
Nov 17, 2025	THORNOCK TAI A.	SALE	22.63	1.1K	24.89K	12.85K
Nov 03, 2025	SIEFFERT KRISTEN N	SALE	21.86	750	16.4K	81.8K
Oct 01, 2025	SIEFFERT KRISTEN N	SALE	22.10	750	16.58K	82.55K
Sep 16, 2025	THORNOCK TAI A.	SALE	25.87	1.1K	28.46K	15.05K
Sep 02, 2025	SIEFFERT KRISTEN N	SALE	26.26	750	19.7K	83.3K
Aug 18, 2025	THORNOCK TAI A.	SALE	27.21	1.1K	29.93K	16.15K
Aug 05, 2025	COOPERMAN LEON G	PURCHASE	22.53	10.63K	239.45K	1.27M
Aug 04, 2025	COOPERMAN LEON G	PURCHASE	19.00	789.47K	15M	789.47K
Aug 01, 2025	SIEFFERT KRISTEN N	SALE	20.95	750	15.71K	84.05K
Jul 16, 2025	THORNOCK TAI A.	SALE	23.25	1.1K	25.58K	17.25K
Jul 01, 2025	SIEFFERT KRISTEN N	SALE	23.12	750	17.34K	84.8K
Jun 20, 2025	COOPERMAN LEON G	PURCHASE	20.90	1.11K	23.24K	1.26M
Jun 18, 2025	COOPERMAN LEON G	PURCHASE	21.00	8.78K	184.34K	1.26M
Jun 17, 2025	COOPERMAN LEON G	PURCHASE	21.20	10K	212K	1.25M
Jun 16, 2025	THORNOCK TAI A.	SALE	21.35	1.1K	23.49K	18.35K
Jun 11, 2025	COOPERMAN LEON G	PURCHASE	21.90	4.6K	100.67K	1.24M
Jun 10, 2025	COOPERMAN LEON G	PURCHASE	22.00	10K	220K	1.23M
Jun 02, 2025	SIEFFERT KRISTEN N	SALE	21.47	750	16.1K	85.55K
May 28, 2025	THORNOCK TAI A.	SALE	22.24	1.1K	24.46K	19.45K
May 22, 2025	COOPERMAN LEON G	PURCHASE	21.33	30	639.9	30
May 20, 2025	COOPERMAN LEON G	PURCHASE	22.70	250	5.68K	12.35K
May 19, 2025	COOPERMAN LEON G	PURCHASE	21.42	10.3K	220.63K	12.1K
May 14, 2025	COOPERMAN LEON G	PURCHASE	21.00	6.2K	130.22K	1.22M
May 09, 2025	COOPERMAN LEON G	PURCHASE	20.63	987	20.36K	1.8K
May 01, 2025	SIEFFERT KRISTEN N	SALE	21.01	750	15.76K	86.3K
Apr 23, 2025	THORNOCK TAI A.	SALE	20.00	1.1K	22K	20.55K
Apr 08, 2025	COOPERMAN LEON G	PURCHASE	19.30	10K	193K	1.22M
Apr 03, 2025	COOPERMAN LEON G	PURCHASE	20.75	5K	103.75K	1.21M
Apr 01, 2025	SIEFFERT KRISTEN N	SALE	21.09	750	15.82K	87.05K
Mar 19, 2025	SIEFFERT KRISTEN N	SALE	22.35	750	16.76K	50.98K
Mar 19, 2025	THORNOCK TAI A.	SALE	22.35	1.1K	24.59K	12.44K
Mar 13, 2025	COOPERMAN LEON G	PURCHASE	20.00	266	5.32K	1.2M
Mar 12, 2025	COOPERMAN LEON G	PURCHASE	17.39	20K	347.8K	1.2M
Mar 10, 2025	COOPERMAN LEON G	PURCHASE	20.80	30K	624K	1.18M
Mar 06, 2025	COOPERMAN LEON G	PURCHASE	21.00	10.22K	214.54K	1.15M
Mar 04, 2025	COOPERMAN LEON G	PURCHASE	20.95	13K	272.35K	1.14M
Feb 25, 2025	COOPERMAN LEON G	PURCHASE	21.00	6.65K	139.55K	1.13M
Feb 24, 2025	COOPERMAN LEON G	PURCHASE	21.70	40K	868K	1.12M
Feb 03, 2025	COOPERMAN LEON G	PURCHASE	24.00	565	13.56K	1.08M
Dec 12, 2024	CORIO NORMA	PURCHASE	25.61	4.3K	110.12K	16.58K
Dec 10, 2024	WEST LANCE	SALE	22.10	23.25K	513.71K	0
Dec 06, 2024	WEST LANCE	SALE	21.00	6.75K	141.75K	23.25K
Dec 05, 2024	WEST LANCE	SALE	21.04	26.37K	554.78K	30K
Dec 04, 2024	WEST LANCE	SALE	21.20	4.57K	96.78K	56.36K
Nov 08, 2024	COOPERMAN LEON G	PURCHASE	14.91	991	14.78K	1.08M
Oct 09, 2024	COOPERMAN LEON G	PURCHASE	10.00	30	300	813
Oct 08, 2024	COOPERMAN LEON G	PURCHASE	10.02	283	2.84K	783
Oct 07, 2024	COOPERMAN LEON G	PURCHASE	10.00	2.28K	22.77K	1.06M
Oct 04, 2024	COOPERMAN LEON G	PURCHASE	10.00	2.21K	22.12K	1.06M
Oct 03, 2024	COOPERMAN LEON G	PURCHASE	10.00	8.46K	84.61K	1.06M
Sep 26, 2024	COOPERMAN LEON G	PURCHASE	10.00	4.86K	48.62K	1.05M
Sep 25, 2024	COOPERMAN LEON G	PURCHASE	10.00	64	640	1.04M
Sep 24, 2024	COOPERMAN LEON G	PURCHASE	10.00	1.08K	10.8K	1.04M
Aug 29, 2024	COOPERMAN LEON G	PURCHASE	7.00	204	1.43K	1.04M
Aug 28, 2024	COOPERMAN LEON G	PURCHASE	7.00	23.7K	165.92K	1.04M
Aug 27, 2024	COOPERMAN LEON G	PURCHASE	7.10	27.47K	195.07K	1.02M
Mar 31, 2023	BLACKSTONE TACTICAL OPPORTUNITIES ASSOCIATES - NQ L.L.C.	PURCHASE	1.38	43.23K	59.65K	43.23K
Mar 31, 2023	BLACKSTONE HOLDINGS III L.P.	PURCHASE	1.38	43.23K	59.65K	43.23K
Mar 31, 2023	BLACKSTONE TACTICAL OPPORTUNITIES FUND - U - NQ L.L.C.	PURCHASE	1.38	43.23K	59.65K	43.23K
Mar 31, 2023	BTO URBAN HOLDINGS L.L.C.	PURCHASE	1.38	43.23K	59.65K	43.23K
Jun 06, 2022	SAFRA EDMOND	PURCHASE	1.74	3.79K	6.6K	4.7M
Dec 15, 2021	D1 CAPITAL PARTNERS L.P.	SALE	11.50	485.65K	5.58M	0
Sep 01, 2021	COOK PATRICIA	PURCHASE	5.39	20K	107.8K	20K
Aug 19, 2021	FLEMING GRAHAM	PURCHASE	5.20	20K	104K	20K
Aug 19, 2021	LIBMAN BRIAN L	PURCHASE	5.07	7.61K	38.59K	84.93K
Aug 18, 2021	LIBMAN BRIAN L	PURCHASE	5.22	36.14K	188.65K	77.32K
Aug 17, 2021	LIBMAN BRIAN L	PURCHASE	5.24	15.9K	83.3K	41.18K
Aug 16, 2021	LIBMAN BRIAN L	PURCHASE	5.16	25.29K	130.48K	25.29K
Aug 16, 2021	GERICKE JOHAN	PURCHASE	5.02	10K	50.2K	10K
Jun 17, 2021	D1 CAPITAL PARTNERS L.P.	SALE	11.50	4.35K	50.04K	485.65K
Jun 15, 2021	D1 CAPITAL PARTNERS L.P.	SALE	11.50	6.23K	71.6K	490K
Jun 01, 2021	D1 CAPITAL PARTNERS L.P.	SALE	10.50	5.8K	60.89K	6.49M
May 21, 2021	D1 CAPITAL PARTNERS L.P.	SALE	10.50	158.4K	1.66M	6.5M
May 20, 2021	D1 CAPITAL PARTNERS L.P.	SALE	11.50	103.77K	1.19M	496.23K
May 19, 2021	D1 CAPITAL PARTNERS L.P.	SALE	11.50	36.98K	425.21K	600K
May 10, 2021	D1 CAPITAL PARTNERS L.P.	SALE	11.50	13.03K	149.79K	636.98K
Apr 01, 2021	D1 CAPITAL PARTNERS L.P.	SALE	10.20	625K	6.38M	6.88M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE10.63K2

SALES69.78K15

NET SHARES-59.15K13

SHARES HELD3.1M17

% NET SHARES-101.91%-23.53%

Frequently Asked Questions