How many institutions own HALO 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 HALO shares is 760, representing 102.68% of the company's common stock.

Who are the major shareholders selling Halozyme Therapeutics, Inc. stock?

TD ASSET MANAGEMENT INC, in the last quarter, reduced its stake in HALO by -10% restricting it's holding to 931.7 thousand shares of worth nearly $62.70M. BANK OF NEW YORK MELLON CORP also lessened -8.73% of the HALO shares from its portfolio, reducing its holding to 961.13 thousand shares of worth $64.68M. GOLDMAN SACHS GROUP INC also shunned HALO shares holding by -33.07% last quarter which brought its holding to 458.14 thousand shares worth $30.83M.

Investors who are buying HALO stock?

As per its latest 13F filing, SEI INVESTMENTS CO increased its stake in HALO by 95.48% in the last quarter. The institutional holder raised its holding to 901.14 thousand shares having worth more than $60.65M. FIRST TRUST ADVISORS LP also added 30.32% more shares of HALO to its portfolio, raising its holding to 1.01 million shares of worth $68.09M. LOS ANGELES CAPITAL MANAGEMENT LLC also increased its HALO shares holding by 1.37% which brought its holding to 1.1 million shares worth $70.83M.

HALO's major insiders: who are they?

The insider with the most stakes in HALO is Torley Helen , PRESIDENT AND CEO at the company. Additionally, HALO stock is highly held by director MATSUI CONNIE and director Kelley Kenneth J among others.

Did an insider recently sell HALO stock?

Company executives, directors, and other insiders own 1.17% percent of Halozyme Therapeutics, Inc.'s stock. Within the last six months, there have been 21 transaction(s) in which HALO insiders have sold stock, totaling 84.27K shares. Insiders that have sold shares include TORLEY HELEN, CONNAUGHTON BERNADETTE, and CAUDILL CORTNEY.

Which insider recently purchased HALO stock?

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

How much of HALO does insiders own?

Around 9.71M Halozyme Therapeutics, Inc. shares are held by insiders, which represents about 1.17% of HALO stock.

Who is the insider with the largest stake?

HALO PRESIDENT AND CEO, Torley Helen holds the largest portfolio of the company's shares. HALO shares owned by Torley total nearly 708.72 thousand.

Which institution holds the most shares in HALO?

SEI INVESTMENTS CO is the largest institutional owner in HALO which holds 901.14 thousand shares worth $60.65M or 0.77% of the total HALO shares outstanding followed by TD ASSET MANAGEMENT INC with ownership of 931.7 thousand shares representing 0.79% of the HALO ownership. BANK OF NEW YORK MELLON CORP is the third largest stakeholder with 961.13 thousand shares or 0.82% of the ownership worth more than $64.68M.

Is Halozyme Therapeutics, 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 HALO is concerned, it is a stock which is optionable.

Is there a short position on HALO's shares?

Number of HALO shares short is 9.93M. 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 HALO shares are there?

As of today, 116.97M shares of HALO are outstanding.

Is there many float in HALO 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, HALO has 115.51M shares in float.

HALO 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 HALO is 6.61.

Halozyme Therapeutics (HALO) 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 Shares8.49

Short Percent Of Float11.86

Shares Outstanding116.97M

Shares Float115.51M

Shares Short9.93M

Short Ratio6.61

11.86%

Short % of Float

8.49%

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

1.17% Percentage of Shares held by All Insiders

102.68% Percentage of Shares held by All Institutions

103.89% Percentage of Float held by Institutions

760

Number of Institutions Holding Shares

Institutional Ownership

About 102.68% of HALO shares are held by financial institutions. SEI INVESTMENTS CO is the top corporate investor, holding 901.14K shares valued at $60.65M. A 0.77% stake in Halozyme Therapeutics, Inc. is owned by the company. TD ASSET MANAGEMENT INC owns 931.7K shares valued at $62.70M, which translates its holding of 0.79% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	SEI INVESTMENTS CO	0.77%	901.14K	60.65M	440.15K	+95.48%
Dec 31, 2025	TD ASSET MANAGEMENT INC	0.79%	931.7K	62.7M	-103.47K	-10.00%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.82%	961.13K	64.68M	-91.91K	-8.73%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.86%	1.01M	68.09M	235.37K	+30.32%
Dec 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.93%	1.1M	70.83M	14.84K	+1.37%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.99%	1.16M	77.96M	189.85K	+19.60%
Dec 31, 2025	FRANKLIN RESOURCES INC	1.03%	1.21M	81.41M	133.34K	+12.39%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.39%	458.14K	30.83M	-226.38K	-33.07%
Dec 31, 2025	NATIXIS	0.4%	467.51K	31.46M	341.94K	+272.30%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.44%	510.95K	34.39M	39.83K	+8.45%
Dec 31, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.04%	1.22M	82.35M	-1.52K	-0.12%
Dec 31, 2025	LSV ASSET MANAGEMENT	1.11%	1.3M	87.56M	35.03K	+2.77%
Dec 31, 2025	MORGAN STANLEY	2.26%	2.66M	178.9M	920.7K	+52.99%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.07%	2.43M	163.78B	1.91K	+0.08%
Dec 31, 2025	BLACKROCK, INC.	11.18%	13.15M	885.25M	293.66K	+2.28%
Dec 31, 2025	VANGUARD GROUP INC	9.83%	11.57M	778.45B	-62.89K	-0.54%
Dec 31, 2025	SNYDER CAPITAL MANAGEMENT L P	2.05%	2.4M	161.47M	-334.66K	-12.24%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.8%	2.1M	141.61M	25.73K	+1.24%
Dec 31, 2025	NORGES BANK	1.63%	1.9M	128.2M	1.9M	+100.00%
Dec 31, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.57%	1.84M	124.03M	1.84M	+100.00%
Dec 31, 2025	FEDERATED HERMES, INC.	1.34%	1.57M	105.97M	123.92K	+8.54%
Dec 31, 2025	UBS GROUP AG	1.16%	1.37M	91.91M	-1.58M	-53.64%
Dec 31, 2025	MIZUHO MARKETS AMERICAS LLC	1.08%	1.27M	85.38M	926.53K	+270.80%
Dec 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	1.07%	1.25M	84.44M	-7.07K	-0.56%
Dec 31, 2025	CONGRESS ASSET MANAGEMENT CO /MA	1.11%	1.3M	87.64M	-134.35K	-9.35%
Dec 31, 2025	ROYAL LONDON ASSET MANAGEMENT LTD	1.17%	1.37M	92.29M	228.01K	+19.94%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.19%	1.41M	94.59M	819.86K	+139.99%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	1.24%	1.46M	98.52M	236.36K	+19.25%
Dec 31, 2025	MACQUARIE MANAGEMENT HOLDINGS, INC.	1.29%	1.52M	102.19B	1.52M	+100.00%
Dec 31, 2025	JUPITER ASSET MANAGEMENT LTD	1.34%	1.57M	105.63M	768.98K	+96.05%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.06%	1.24M	83.58M	-19.55K	-1.55%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.4%	467.85K	31.49M	56.96K	+13.86%
Dec 31, 2025	RENAISSANCE GROUP LLC	0.41%	481.15K	32.38M	2.42K	+0.50%
Dec 31, 2025	BOSTON PARTNERS	0.42%	487.07K	33.11M	42.27K	+9.50%
Dec 31, 2025	MARSHALL WACE, LLP	0.42%	497.2K	33.46M	103.45K	+26.27%
Dec 31, 2025	CITIGROUP INC	0.43%	504.1K	33.93M	-45.79K	-8.33%
Dec 31, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.46%	533.36K	35.9M	-63.25K	-10.60%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.48%	562.71K	37.87M	-437.5K	-43.74%
Dec 31, 2025	BRIDGEWATER ASSOCIATES, LP	0.48%	561.58K	37.79M	74.5K	+15.29%
Dec 31, 2025	HANDELSBANKEN FONDER AB	0.5%	591.87K	39.83M	203.5K	+52.40%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.51%	599.16K	40.32M	-23.87K	-3.83%
Dec 31, 2025	ROYAL BANK OF CANADA	0.52%	617.41K	41.55M	-333.44K	-35.07%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.54%	633.53K	42.64M	-143.46K	-18.46%
Dec 31, 2025	NUVEEN, LLC	0.59%	699.89K	47.1M	46.77K	+7.16%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.61%	717.37K	48.28M	-598.56K	-45.49%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.63%	733.56K	49.37M	406.6K	+124.35%
Dec 31, 2025	STATE STREET CORP	4.35%	5.12M	344.69M	102.47K	+2.04%
Dec 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.18%	1.38M	92.85M	8.39K	+0.61%
Dec 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.37%	433.77K	29.19M	50.21K	+13.09%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	2.75%	3.22M	216.87M	-68.16K	-2.07%
Dec 31, 2025	JPMORGAN CHASE & CO	0.37%	434.54K	29.24M	-333.3K	-43.41%
Dec 31, 2025	BOSTON TRUST WALDEN CORP	0.67%	781.84K	52.62M	-52.06K	-6.24%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.32%	2.73M	183.99B	757.65K	+38.34%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.67%	784.27K	52.78M	368.65K	+88.70%
Dec 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.75%	876.96K	59.02M	-21.24K	-2.36%
Dec 31, 2025	CAPITAL WORLD INVESTORS	0.75%	879.87K	59.22M	48.22K	+5.80%
Sep 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.64%	776.64K	56.96M	-564.59K	-42.09%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.63%	1.98M	144.93M	-91.73K	-4.44%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2%	2.43M	178.34M	-1.23K	-0.05%
Sep 30, 2025	D. E. SHAW & CO., INC.	2.18%	2.65M	194.38M	1.63M	+160.15%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.64%	776.99K	56.98M	508.56K	+189.45%
Sep 30, 2025	JUPITER ASSET MANAGEMENT LTD	0.66%	800.58K	58.71M	129.97K	+19.38%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.68%	825.43K	60.54M	-206.77K	-20.03%
Sep 30, 2025	CAPITAL WORLD INVESTORS	0.69%	831.66K	60.99M	49.65K	+6.35%
Sep 30, 2025	BOSTON TRUST WALDEN CORP	0.69%	833.89K	61.16M	-11.35K	-1.34%
Sep 30, 2025	ROYAL BANK OF CANADA	0.78%	950.85K	69.74M	420.91K	+79.43%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	0.79%	958.03K	70.26M	47.64K	+5.23%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.56%	684.52K	50.2M	-683.18K	-49.95%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.82%	1M	73.36M	661.6K	+195.39%
Sep 30, 2025	FEDERATED HERMES, INC.	1.2%	1.45M	106.39M	1.08M	+294.14%
Sep 30, 2025	MACQUARIE GROUP LTD	1.27%	1.55M	113.4M	-537.21K	-25.79%
Sep 30, 2025	MORGAN STANLEY	1.43%	1.74M	127.44M	-31K	-1.75%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	1.57%	1.91M	139.89M	-547.91K	-22.32%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.51%	623.03K	45.69M	-46.43K	-6.94%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.85%	1.04M	75.92M	-55.59K	-5.10%
Sep 30, 2025	ROYAL LONDON ASSET MANAGEMENT LTD	0.94%	1.14M	83.85M	41.35K	+3.75%
Sep 30, 2025	NORTHERN TRUST CORP	0.96%	1.17M	85.6M	100.75K	+9.45%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	1.01%	1.23M	90.03M	537.11K	+77.79%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.04%	1.26M	92.51M	-81.46K	-6.07%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	1.08%	1.32M	96.51M	876.09K	+199.18%
Sep 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.13%	1.37M	100.56M	128.18K	+10.31%
Sep 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	1.18%	1.44M	105.36M	-398.88K	-21.73%
Sep 30, 2025	SNYDER CAPITAL MANAGEMENT L P	2.25%	2.73M	200.5M	-663.85K	-19.54%
Sep 30, 2025	UBS GROUP AG	2.43%	2.95M	216.04M	1.42M	+93.24%
Sep 30, 2025	INVESCO LTD.	2.67%	3.25M	238.04M	-220.12K	-6.35%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	2.71%	3.29M	241.34M	749.48K	+29.49%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.28%	341.67K	25.06M	-57.25K	-14.35%
Sep 30, 2025	MIZUHO MARKETS AMERICAS LLC	0.28%	342.15K	25.09M	-55.19K	-13.89%
Sep 30, 2025	CERITY PARTNERS LLC	0.29%	348.3K	25.54M	22.4K	+6.87%
Sep 30, 2025	RHUMBLINE ADVISERS	0.3%	364.16K	26.71M	-17.49K	-4.58%
Sep 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.31%	371.2K	27.22M	-9.18K	-2.41%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.32%	383.56K	28.13M	-31.72K	-7.64%
Sep 30, 2025	HANDELSBANKEN FONDER AB	0.32%	388.37K	28.48M	176K	+82.87%
Sep 30, 2025	MARSHALL WACE, LLP	0.32%	393.76K	28.88M	4.62K	+1.19%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.34%	410.89K	30.13M	29.15K	+7.64%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.34%	415.62K	30.48M	-78.79K	-15.94%
Sep 30, 2025	BOSTON PARTNERS	0.37%	444.8K	32.08M	-4.56K	-1.02%
Sep 30, 2025	SEI INVESTMENTS CO	0.38%	460.99K	33.81M	49.61K	+12.06%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.39%	471.12K	34.55M	4.52K	+0.97%
Sep 30, 2025	RENAISSANCE GROUP LLC	0.39%	478.74K	35.11M	478.74K	+100.00%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.87%	1.05M	77.23M	150.06K	+16.62%
Sep 30, 2025	JANE STREET GROUP, LLC	0.89%	1.08M	78.87M	108.39K	+11.21%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.89%	1.08M	78.94M	202.68K	+23.20%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.89%	1.08M	79.29M	107.4K	+11.03%
Sep 30, 2025	STATE STREET CORP	4.14%	5.02M	368.11M	-915.84K	-15.43%
Sep 30, 2025	VANGUARD GROUP INC	9.58%	11.63M	852.93M	-615.82K	-5.03%
Sep 30, 2025	BLACKROCK, INC.	10.6%	12.86M	943.17M	-339.83K	-2.57%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.5%	610K	44.74M	324.6K	+113.74%
Sep 30, 2025	NUVEEN, LLC	0.54%	653.12K	47.9M	172.72K	+35.95%
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.74%	898.19K	65.87M	-104.43K	-10.42%
Sep 30, 2025	ARROWMARK COLORADO HOLDINGS LLC	0.76%	924.88K	67.83M	58.03K	+6.69%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.87%	1.06M	77.59M	1.06M	+100.00%
Sep 30, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.01%	1.23M	89.85M	-66.8K	-5.17%
Sep 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	1.04%	1.26M	92.54M	-162.8K	-11.43%
Sep 30, 2025	LSV ASSET MANAGEMENT	1.04%	1.27M	92.85M	10.79K	+0.86%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.71%	2.08M	152.43M	63.7K	+3.16%
Sep 30, 2025	DLD ASSET MANAGEMENT, LP	24.72%	30M	42.34M	17.5M	+140.00%
Sep 30, 2025	GROUPAMA ASSET MANAGMENT	0.99%	1.2M	1.69M	0	0
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.8%	968.51K	71.03M	589.71K	+155.68%
Sep 30, 2025	PACER ADVISORS, INC.	0.39%	478.87K	35.12M	456.65K	+2,054.66%
Sep 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.4%	487.08K	35.72M	487.08K	+100.00%
Sep 30, 2025	CITIGROUP INC	0.45%	549.89K	40.33M	172.38K	+45.66%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.48%	585.66K	42.95M	-106.49K	-15.39%
Sep 30, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.49%	596.61K	43.76M	-35.28K	-5.58%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.5%	601.28K	44.1M	-384.79K	-39.02%
Sep 30, 2025	JPMORGAN CHASE & CO	0.63%	767.84K	56.31M	-267.68K	-25.85%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.64%	776.41K	56.94M	10.49K	+1.37%
Jun 30, 2025	ARROWMARK COLORADO HOLDINGS LLC	0.71%	866.84K	45.09M	-496.6K	-36.42%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.8%	973.67K	50.65M	881.09K	+951.75%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.81%	986.07K	51.3M	986.07K	+100.00%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.85%	1.03M	53.7M	-154.54K	-13.02%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.9%	1.09M	56.74M	-361.08K	-24.87%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.38%	466.6K	24.27M	454.77K	+3,843.57%
Jun 30, 2025	HRT FINANCIAL LP	0.38%	467.07K	24.3M	397.99K	+576.08%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	2.09%	2.54M	132.19M	1.43M	+127.81%
Jun 30, 2025	SNYDER CAPITAL MANAGEMENT L P	2.8%	3.4M	176.75M	-276.61K	-7.53%
Jun 30, 2025	DLD ASSET MANAGEMENT, LP	10.3%	12.5M	14.31M	12.5M	+100.00%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.41%	496.34K	25.82M	80.08K	+19.24%
Jun 30, 2025	CAPITAL WORLD INVESTORS	0.64%	782K	40.68M	33.77K	+4.51%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.72%	873.66K	45.45M	41.13K	+4.94%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.83%	1M	52.16M	820.27K	+449.82%
Jun 30, 2025	ROYAL LONDON ASSET MANAGEMENT LTD	0.91%	1.1M	57.32M	606.24K	+122.30%
Jun 30, 2025	NORTHERN TRUST CORP	0.88%	1.07M	55.47M	-673.89K	-38.72%
Jun 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.02%	1.24M	64.66M	112.99K	+10.00%
Jun 30, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.06%	1.29M	67.21M	-45K	-3.37%
Jun 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	1.17%	1.42M	74.1M	-40.38K	-2.76%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.66%	2.01M	104.81M	-14.43K	-0.71%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.11%	1.34M	69.85M	-406.02K	-23.22%
Jun 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	1.11%	1.34M	69.77M	431.05K	+47.36%
Jun 30, 2025	JANE STREET GROUP, LLC	0.8%	966.98K	50.3M	926.6K	+2,295.05%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.57%	692.15K	36.01M	68.69K	+11.02%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.55%	669.46K	34.83M	46.44K	+7.45%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.74%	902.98K	46.97M	-79.02K	-8.05%
Jun 30, 2025	MACQUARIE GROUP LTD	1.72%	2.08M	108.38M	-590.88K	-22.09%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.34%	415.28K	21.6M	-59.18K	-12.47%
Jun 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.37%	444.95K	23.15M	71.46K	+19.13%
Jun 30, 2025	BOSTON PARTNERS	0.37%	449.37K	24M	33.04K	+7.94%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2%	2.43M	126.56M	-736.73K	-23.25%
Jun 30, 2025	INVESCO LTD.	2.86%	3.47M	180.3M	-428.41K	-11.00%
Jun 30, 2025	STATE STREET CORP	4.89%	5.94M	308.74M	-117.96K	-1.95%
Jun 30, 2025	VANGUARD GROUP INC	10.09%	12.25M	637.02M	-585.9K	-4.57%
Jun 30, 2025	BLACKROCK, INC.	10.88%	13.2M	686.67M	-3.89M	-22.77%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.41%	494.41K	25.72M	69.7K	+16.41%
Jun 30, 2025	ROYAL BANK OF CANADA	0.44%	529.93K	27.57M	-10.92K	-2.02%
Jun 30, 2025	BOSTON TRUST WALDEN CORP	0.7%	845.25K	43.97M	-21.63K	-2.49%
Jun 30, 2025	NORGES BANK	0.71%	865.57K	45.03M	865.57K	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.85%	1.04M	53.87M	-1.44M	-58.16%
Jun 30, 2025	UBS GROUP AG	1.26%	1.52M	79.3M	1.17M	+334.01%
Jun 30, 2025	MORGAN STANLEY	1.46%	1.77M	92M	-162.87K	-8.43%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.7%	2.07M	107.57M	-246.15K	-10.64%
Jun 30, 2025	OBERWEIS ASSET MANAGEMENT INC/	0.15%	182.2K	9.48M	182.2K	+100.00%
Jun 30, 2025	2XIDEAS AG	0.15%	184.55K	9.6M	-62.26K	-25.23%
Jun 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.16%	188.1K	9.78M	188.1K	+100.00%
Jun 30, 2025	WEISS ASSET MANAGEMENT LP	0.17%	211.25K	10.99M	211.25K	+100.00%
Jun 30, 2025	HANCOCK WHITNEY CORP	0.19%	235.9K	12.27M	32.08K	+15.74%
Jun 30, 2025	SOUTH STREET ADVISORS LLC	0.2%	241.27K	12.55M	-2.34K	-0.96%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.2%	245.18K	12.75M	-35.56K	-12.67%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	252.4K	13.13M	-54.38K	-17.73%
Jun 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.31%	380.38K	19.79M	-4.25K	-1.10%
Jun 30, 2025	MIZUHO MARKETS AMERICAS LLC	0.33%	397.33K	20.67M	23.16K	+6.19%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0.75%	910.39K	47.36M	195.67K	+27.38%
Jun 30, 2025	GROUPAMA ASSET MANAGMENT	0.99%	1.2M	1.38M	0	0
Jun 30, 2025	LSV ASSET MANAGEMENT	1.03%	1.26M	65.3M	360.05K	+40.22%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.13%	1.37M	71.15M	-151.21K	-9.96%
Jun 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	1.51%	1.84M	95.48M	-297.3K	-13.94%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	2.02%	2.46M	127.72M	-759.84K	-23.63%
Jun 30, 2025	TWINBEECH CAPITAL LP	0.16%	198.08K	10.3M	198.08K	+100.00%
Jun 30, 2025	HANDELSBANKEN FONDER AB	0.17%	212.37K	11.05M	-53.7K	-20.18%
Jun 30, 2025		0.16%	191.53K	9.96M	191.53K	+100.00%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.2%	246.98K	12.85M	4.47K	+1.84%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.22%	268.43K	13.96B	-174.33K	-39.37%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.24%	291.95K	15.19M	-14.42K	-4.71%
Jun 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.26%	310.83K	16.17M	-32.34K	-9.42%
Jun 30, 2025	CERITY PARTNERS LLC	0.27%	325.89K	16.95M	35K	+12.03%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.31%	378.8K	19.71B	345.66K	+1,043.10%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.31%	381.75K	19.86M	-35.77K	-8.57%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.84%	1.02M	53M	399.24K	+64.44%
Jun 30, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.52%	631.88K	32.87M	-195.37K	-23.62%
Jun 30, 2025	JUPITER ASSET MANAGEMENT LTD	0.55%	670.61K	34.89M	610.35K	+1,012.83%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.57%	690.47K	35.92M	648.24K	+1,534.87%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.63%	765.92K	39.84M	-37.78K	-4.70%
Jun 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.67%	814.74K	42.38M	-323.91K	-28.45%
Jun 30, 2025	MARSHALL WACE, LLP	0.32%	389.13K	20.24M	-74.48K	-16.06%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	0.92%	1.13M	72.11M	242.17K	+27.28%
Mar 31, 2025	CAPITAL WORLD INVESTORS	0.61%	748.23K	47.74M	0	0
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.55%	681.25K	43.48M	30.27K	+4.65%
Mar 31, 2025	GLENMEDE TRUST CO NA	0.41%	499.03K	31.84M	15.08K	+3.12%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.38%	462.53K	29.51M	86.98K	+23.16%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	0.58%	714.73K	45.63M	12.64K	+1.80%
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.38%	470.18K	30M	28.92K	+6.55%
Mar 31, 2025	MARSHALL WACE, LLP	0.38%	463.61K	29.58M	459.18K	+10,374.65%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.36%	442.76K	28.25M	372.41K	+529.42%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.73%	895.41K	57.14M	29.05K	+3.35%
Mar 31, 2025	CITIGROUP INC	0.47%	582.88K	37.19M	266.91K	+84.48%
Mar 31, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.92%	1.14M	72.66M	-234.44K	-17.07%
Mar 31, 2025	ROYAL LONDON ASSET MANAGEMENT LTD	0.4%	495.68K	31.63M	495.68K	+100.00%
Mar 31, 2025		1.16%	1.43M	91.17M	1.43M	+100.00%
Mar 31, 2025	ARROWMARK COLORADO HOLDINGS LLC	1.11%	1.36M	87M	-147.07K	-9.74%
Mar 31, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.09%	1.34M	85.31M	-9.98K	-0.74%
Mar 31, 2025	GROUPAMA ASSET MANAGMENT	0.97%	1.2M	1.54M	0	0
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.96%	1.19M	75.73M	-31.6K	-2.59%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.91%	1.12M	71.18M	122.62K	+12.35%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.8%	982K	62.66M	1.13K	+0.12%
Mar 31, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.74%	910.17K	58.08M	552.59K	+154.54%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.57%	3.17M	202.27M	105.17K	+3.43%
Mar 31, 2025	MACQUARIE GROUP LTD	2.17%	2.67M	170.65M	-231.21K	-7.96%
Mar 31, 2025	JPMORGAN CHASE & CO	2.01%	2.47M	157.92M	87.34K	+3.66%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.88%	2.31M	147.66M	-1.13M	-32.89%
Mar 31, 2025	CONGRESS ASSET MANAGEMENT CO /MA	1.73%	2.13M	136.09M	172.97K	+8.83%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.65%	2.03M	129.48M	95.6K	+4.94%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.23%	1.52M	96.92M	-331.72K	-17.92%
Mar 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	1.19%	1.46M	93.48M	-280.75K	-16.08%
Mar 31, 2025	TD ASSET MANAGEMENT INC	1.18%	1.45M	92.64M	79.71K	+5.81%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.68%	832.53K	53.12M	72.69K	+9.57%
Mar 31, 2025	ROYAL BANK OF CANADA	0.44%	540.85K	34.51M	23.03K	+4.45%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.42%	1.75M	111.59M	-34.33K	-1.93%
Mar 31, 2025	BLACKROCK, INC.	13.87%	17.09M	1.09B	-474.04K	-2.70%
Mar 31, 2025	VANGUARD GROUP INC	10.41%	12.83M	818.78M	-450.21K	-3.39%
Mar 31, 2025	STATE STREET CORP	4.91%	6.05M	386.24M	-1.13M	-15.75%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.73%	895.19K	57.12M	264.13K	+41.85%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.51%	623.47K	39.78M	-92.78K	-12.95%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.51%	623.02K	39.75M	-27.73K	-4.26%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.5%	619.56K	39.53M	-211.85K	-25.48%
Mar 31, 2025	INVESCO LTD.	3.16%	3.89M	248.5M	1.52M	+64.01%
Mar 31, 2025	SNYDER CAPITAL MANAGEMENT L P	2.98%	3.67M	234.46M	-494.15K	-11.85%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	2.61%	3.22M	205.16M	146.68K	+4.78%
Mar 31, 2025	MORGAN STANLEY	1.57%	1.93M	123.25M	284.51K	+17.27%
Mar 31, 2025	NORTHERN TRUST CORP	1.41%	1.74M	111.05M	-87.49K	-4.79%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.39%	474.45K	30.27M	80.43K	+20.41%
Mar 31, 2025	BOSTON TRUST WALDEN CORP	0.7%	866.87K	55.32M	-7.21K	-0.82%
Mar 31, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.67%	827.25K	52.79M	48.94K	+6.29%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.65%	803.69K	51.28M	-55.88K	-6.50%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.52%	646.03K	41.22M	399K	+161.52%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	1.33%	1.71M	69.76M	-206.82K	-10.76%
Mar 31, 2024	MIZUHO MARKETS AMERICAS LLC	0.36%	456.64K	18.58M	9.98K	+2.23%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.36%	461.8K	18.79M	-600	-0.13%
Mar 31, 2024	ROYAL BANK OF CANADA	0.38%	490.67K	19.96M	-9.04K	-1.81%
Mar 31, 2024	KORNITZER CAPITAL MANAGEMENT INC /KS	0.38%	485.23K	19.74M	10.5K	+2.21%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	0.45%	568.36K	23.12M	158.68K	+38.73%
Mar 31, 2024	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.48%	603.14K	24.54M	11.81K	+2.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.49%	637.28K	25.92M	-19.41K	-2.96%
Mar 31, 2024	MORGAN STANLEY	1.05%	1.36M	55.14M	74.33K	+5.80%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.64%	821.39K	33.41M	-720.22K	-46.72%
Mar 31, 2024	GRANITE INVESTMENT PARTNERS, LLC	0.64%	811.46K	33.01M	-20.96K	-2.52%
Mar 31, 2024	HANDELSBANKEN FONDER AB	0.65%	828.67K	33.71M	582.6K	+236.76%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.71%	917.76K	37.33M	-31.57K	-3.33%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.94%	1.21M	49.39M	-79.29K	-6.13%
Mar 31, 2024	EPOCH INVESTMENT PARTNERS, INC.	1.13%	1.43M	58.32M	270.58K	+23.26%
Mar 31, 2024	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.22%	1.55M	62.92M	28.21K	+1.86%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	1.28%	1.65M	67.19M	126.41K	+8.29%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.29%	1.67M	67.83M	-68.64K	-3.95%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.31%	1.69M	68.68M	75.12K	+4.66%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.32%	1.7M	69.04M	509.49K	+42.90%
Mar 31, 2024	RHUMBLINE ADVISERS	0.33%	431.83K	17.57M	2.66K	+0.62%
Mar 31, 2024	NORTHERN TRUST CORP	1.39%	1.79M	72.89M	-181.84K	-9.21%
Mar 31, 2024	ARROWMARK COLORADO HOLDINGS LLC	1.46%	1.86M	75.62M	282.76K	+17.94%
Mar 31, 2024	INVESCO LTD.	1.62%	2.09M	84.96M	57.78K	+2.85%
Mar 31, 2024	GW&K INVESTMENT MANAGEMENT, LLC	1.73%	2.2M	89.37M	-29.66K	-1.33%
Mar 31, 2024	TD ASSET MANAGEMENT INC	2%	2.54M	103.38M	557.35K	+28.09%
Mar 31, 2024	MACQUARIE GROUP LTD	2.32%	2.99M	121.68M	-291.52K	-8.88%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.35%	3.03M	123.17M	107.62K	+3.69%
Mar 31, 2024	JPMORGAN CHASE & CO	2.51%	3.24M	131.82M	146.57K	+4.74%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	2.84%	3.67M	149.15M	202.63K	+5.85%
Mar 31, 2024	ARTISAN PARTNERS LIMITED PARTNERSHIP	2.99%	3.79M	154.23M	-2.9M	-43.32%
Mar 31, 2024	SNYDER CAPITAL MANAGEMENT L P	3.24%	4.12M	167.49M	407.63K	+10.99%
Mar 31, 2024	STATE STREET CORP	5.03%	6.49M	263.9M	11.75K	+0.18%
Mar 31, 2024	BLACKROCK INC.	14.13%	18.24M	742.07M	-389.42K	-2.09%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.93%	1.19M	48.59M	1.1M	+1,200.58%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	1.01%	1.3M	52.84M	-90.99K	-6.55%
Mar 31, 2024	FEDERATED HERMES, INC.	0.39%	505.1K	20.55M	45.73K	+9.96%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	0.4%	513.1K	20.87M	-149.72K	-22.59%
Mar 31, 2024	2XIDEAS AG	0.41%	515.46K	20.97M	-28.7K	-5.27%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.41%	519.43K	21.18M	14.89K	+2.95%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.42%	531.13K	21.6M	102.91K	+24.03%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.44%	570.76K	23.22M	9.95K	+1.77%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.21%	277.07K	11.27M	170	+0.06%
Mar 31, 2024	CERITY PARTNERS LLC	0.23%	295.54K	12.02M	26.02K	+9.66%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.23%	296.84K	12.08M	76.13K	+34.49%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.23%	298.55K	12.15M	-61.16K	-17.00%
Mar 31, 2024	WCM INVESTMENT MANAGEMENT, LLC	0.24%	306.34K	12.46M	-10.15K	-3.21%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.24%	307.7K	12.52M	233.91K	+316.97%
Mar 31, 2024	HODGES CAPITAL MANAGEMENT INC.	0.25%	317.05K	12.9K	120.58K	+61.37%
Mar 31, 2024	SEI INVESTMENTS CO	0.26%	329.12K	13.39B	-151.67K	-31.55%
Mar 31, 2024	UBS GROUP AG	0.26%	331.33K	13.48M	-84.08K	-20.24%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.28%	363.34K	14.78M	108.03K	+42.31%
Mar 31, 2024	MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.	0.28%	364.05K	14.81M	-89.78K	-19.78%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.31%	395.42K	16.09M	298.99K	+310.04%
Mar 31, 2024	VANGUARD GROUP INC	10.11%	13.05M	530.84M	-210.26K	-1.59%
Mar 31, 2024	MAN GROUP PLC	0.32%	400.07K	16.27M	52.26K	+15.03%
Mar 31, 2024	CONGRESS ASSET MANAGEMENT CO /MA	0.32%	407.87K	16.59M	56.79K	+16.18%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.33%	431.38K	17.55M	238K	+123.07%
Mar 31, 2024	BOSTON PARTNERS	0.5%	630.37K	25.5M	77.98K	+14.12%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.55%	696.13K	28.32M	-31.87K	-4.38%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.59%	748.72K	30.46M	37.49K	+5.27%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.63%	805.98K	32.79M	-91.37K	-10.18%
Dec 31, 2023	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.15%	1.52M	56.12M	63.75K	+4.38%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	1.16%	1.53M	56.37M	-19.64K	-1.27%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.17%	1.54M	56.98M	-190.8K	-11.01%
Dec 31, 2023	ARROWMARK COLORADO HOLDINGS LLC	1.19%	1.58M	58.25M	48.37K	+3.17%
Dec 31, 2023	NORGES BANK	0.92%	1.22M	44.93M	1.22M	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.97%	1.28M	47.35M	246.7K	+23.85%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.98%	1.29M	47.81M	-8.3K	-0.64%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	1.05%	1.39M	51.37M	-178.07K	-11.36%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.22%	1.61M	59.62M	145.88K	+9.94%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.32%	1.74M	64.17M	37.76K	+2.22%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	1.46%	1.92M	71.03M	-92.57K	-4.60%
Dec 31, 2023	NORTHERN TRUST CORP	1.5%	1.97M	72.95M	-34.41K	-1.71%
Dec 31, 2023	TD ASSET MANAGEMENT INC	1.5%	1.98M	73.33M	1.66M	+517.03%
Dec 31, 2023	INVESCO LTD.	1.54%	2.03M	75.05M	13.61K	+0.67%
Dec 31, 2023	GW&K INVESTMENT MANAGEMENT, LLC	1.69%	2.23M	82.29M	-117.77K	-5.02%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.21%	2.92M	107.93M	132.41K	+4.75%
Dec 31, 2023	JPMORGAN CHASE & CO	2.34%	3.09M	114.35M	-69.33K	-2.19%
Dec 31, 2023	MACQUARIE GROUP LTD	2.49%	3.28M	121.33M	-161.55K	-4.69%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	2.62%	3.46M	128.02M	106.92K	+3.19%
Dec 31, 2023	SNYDER CAPITAL MANAGEMENT L P	2.81%	3.71M	142.95M	-614.63K	-14.21%
Dec 31, 2023	STATE STREET CORP	4.91%	6.48M	239.34M	266.02K	+4.28%
Dec 31, 2023	ARTISAN PARTNERS LIMITED PARTNERSHIP	5.07%	6.69M	247.23M	-1.02M	-13.27%
Dec 31, 2023	VANGUARD GROUP INC	10.05%	13.26M	490.07M	152.87K	+1.17%
Dec 31, 2023	BLACKROCK INC.	14.12%	18.63M	688.6M	512.35K	+2.83%
Dec 31, 2023	UBS GROUP AG	0.31%	415.41K	15.35M	227.52K	+121.09%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.32%	428.21K	15.83M	1.27K	+0.30%
Dec 31, 2023	RHUMBLINE ADVISERS	0.33%	429.16K	15.86M	-11.59K	-2.63%
Dec 31, 2023	MIZUHO MARKETS AMERICAS LLC	0.34%	446.66K	16.51M	44K	+10.93%
Dec 31, 2023	MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.	0.34%	453.83K	16.77M	73.41K	+19.30%
Dec 31, 2023	FEDERATED HERMES, INC.	0.35%	459.37K	16.98M	292.93K	+175.99%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.35%	462.4K	17.09M	462.4K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.35%	464.91K	17.18M	17.76K	+3.97%
Dec 31, 2023	KORNITZER CAPITAL MANAGEMENT INC /KS	0.36%	474.73K	17.55M	23.21K	+5.14%
Dec 31, 2023	SEI INVESTMENTS CO	0.36%	480.8K	17.77M	-47.3K	-8.96%
Dec 31, 2023	ROYAL BANK OF CANADA	0.38%	499.7K	18.47M	17.46K	+3.62%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.38%	504.54K	19.79M	51.94K	+11.48%
Dec 31, 2023	2XIDEAS AG	0.41%	544.17K	20.11M	-56.63K	-9.43%
Dec 31, 2023	BOSTON PARTNERS	0.42%	552.39K	20.22M	468.98K	+562.22%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.43%	560.81K	20.73M	-29.84K	-5.05%
Dec 31, 2023	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.45%	591.33K	21.86M	-41.74K	-6.59%
Dec 31, 2023	MARSHALL WACE, LLP	0.49%	646.17K	23.88M	-2.08M	-76.29%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.5%	656.68K	24.27M	-18.16K	-2.69%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	0.5%	662.82K	24.5M	16.34K	+2.53%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.54%	711.24K	26.29M	77.58K	+12.24%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.55%	728K	26.91M	-159.28K	-17.95%
Dec 31, 2023	GRANITE INVESTMENT PARTNERS, LLC	0.63%	832.42K	30.77M	-23.83K	-2.78%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.68%	897.35K	33.17M	36.87K	+4.29%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.72%	949.32K	35.09M	-20.68K	-2.13%
Dec 31, 2023	EPOCH INVESTMENT PARTNERS, INC.	0.88%	1.16M	42.99M	831.2K	+250.49%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.9%	1.19M	43.9M	-2.58K	-0.22%

Insiders

Among the HALO insiders holding of 1.17% of the stake in company, TORLEY HELEN, PRESIDENT AND CEO, holds the largest shares of 708.72K. MATSUI CONNIE, director, is the second largest HALO insider with ownership of 181.98K shares. KELLEY KENNETH J, director, stands third with possession of 179.83K shares of that stake.

Insiders	Designation	Shares Held
TORLEY HELEN	PRESIDENT AND CEO	708.72K
MATSUI CONNIE	director	181.98K
KELLEY KENNETH J	director	179.83K
LABARRE MICHAEL J.	SVP, CHIEF TECHNICAL OFFICER	173.76K
POSARD MATTHEW L.	director	69.87K
BIZZARI JEAN-PIERRE	director	52.54K
CONNAUGHTON BERNADETTE	director	40.12K
HENDERSON JEFFREY WILLIAM	director	28.61K
LABROSSE NICOLE	SVP, CHIEF FINANCIAL OFFICER	22.08K
DALY JAMES M	director	20.5K
CAUDILL CORTNEY	SVP, CHIEF OPERATING OFFICER	12.74K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 05, 2026	TORLEY HELEN	SALE	78.94	4.62K	365K	708.72K
Feb 04, 2026	TORLEY HELEN	SALE	77.54	10.1K	783.15K	708.72K
Feb 03, 2026	TORLEY HELEN	SALE	76.73	7.79K	597.76K	708.72K
Jan 05, 2026	CONNAUGHTON BERNADETTE	SALE	70.25	2K	140.5K	40.12K
Dec 01, 2025	CONNAUGHTON BERNADETTE	SALE	71.60	829	59.36K	42.12K
Dec 01, 2025	TORLEY HELEN	SALE	71.60	261	18.69K	708.72K
Nov 12, 2025	TORLEY HELEN	SALE	71.67	498	35.69K	733.72K
Nov 11, 2025	TORLEY HELEN	SALE	69.73	11.5K	801.91K	733.72K
Nov 10, 2025	TORLEY HELEN	SALE	69.30	100	6.93K	733.72K
Nov 10, 2025	CONNAUGHTON BERNADETTE	SALE	68.48	2K	136.96K	42.95K
Nov 01, 2025	CAUDILL CORTNEY	SALE	65.19	4.26K	277.9K	12.74K
Oct 03, 2025	TORLEY HELEN	SALE	71.67	724	51.89K	733.72K
Oct 02, 2025	TORLEY HELEN	SALE	74.67	100	7.47K	733.72K
Oct 01, 2025	TORLEY HELEN	SALE	75.69	8.3K	627.87K	733.72K
Oct 01, 2025	CONNAUGHTON BERNADETTE	SALE	75.70	500	37.85K	44.95K
Sep 22, 2025	LABROSSE NICOLE	SALE	78.67	314	24.7K	22.08K
Sep 10, 2025	LABROSSE NICOLE	SALE	75.93	13.24K	1.01M	24.31K
Sep 04, 2025	TORLEY HELEN	SALE	75.22	2.3K	173.02K	733.72K
Sep 03, 2025	TORLEY HELEN	SALE	74.63	10.5K	783.64K	733.72K
Sep 02, 2025	CONNAUGHTON BERNADETTE	SALE	74.11	923	68.4K	46.95K
Sep 02, 2025	TORLEY HELEN	SALE	74.15	3.41K	252.99K	733.72K
Aug 13, 2025	TORLEY HELEN	SALE	64.83	5.05K	327.51K	733.72K
Aug 12, 2025	TORLEY HELEN	SALE	64.00	6.96K	445.32K	733.72K
Aug 11, 2025	TORLEY HELEN	SALE	63.60	1.28K	81.6K	733.72K
Jul 10, 2025	TORLEY HELEN	SALE	57.62	15.75K	907.24K	733.72K
Jul 09, 2025	TORLEY HELEN	SALE	57.08	208	11.87K	733.72K
Jul 08, 2025	TORLEY HELEN	SALE	55.74	16.4K	914.21K	733.72K
Jun 24, 2025	TORLEY HELEN	SALE	53.91	15.51K	836.21K	733.72K
Jun 23, 2025	TORLEY HELEN	SALE	52.57	20K	1.05M	733.72K
Jun 20, 2025	TORLEY HELEN	SALE	52.96	20K	1.06M	733.72K
Apr 28, 2025	HENDERSON JEFFREY WILLIAM	SALE	60.99	200	12.2K	28.61K
Apr 01, 2025	HENDERSON JEFFREY WILLIAM	SALE	64.05	503	32.22K	33.11K
Mar 03, 2025	HENDERSON JEFFREY WILLIAM	SALE	59.12	3.21K	189.47K	33.61K
Feb 27, 2025	LABARRE MICHAEL J.	SALE	58.74	100	5.87K	173.76K
Feb 26, 2025	LABARRE MICHAEL J.	SALE	58.65	600	35.19K	175.45K
Feb 25, 2025	LABARRE MICHAEL J.	SALE	58.67	700	41.07K	185.45K
Feb 03, 2025	HENDERSON JEFFREY WILLIAM	SALE	56.41	3.9K	219.98K	38.61K
Jan 06, 2025	HENDERSON JEFFREY WILLIAM	SALE	50.01	10K	500.06K	43.61K
Oct 16, 2024	LABARRE MICHAEL J.	SALE	53.26	10K	532.59K	173.76K
Oct 15, 2024	LABARRE MICHAEL J.	SALE	54.24	77	4.18K	173.76K
Oct 09, 2024	TORLEY HELEN	SALE	53.91	2.4K	129.59K	676.74K
Oct 08, 2024	TORLEY HELEN	SALE	54.57	900	49.12K	676.74K
Sep 26, 2024	TORLEY HELEN	SALE	56.10	10K	560.97K	676.74K
Sep 25, 2024	TORLEY HELEN	SALE	56.34	10K	563.37K	676.74K
Sep 24, 2024	TORLEY HELEN	SALE	58.21	10K	582.1K	676.74K
Sep 18, 2024	LABARRE MICHAEL J.	SALE	62.58	2.04K	127.48K	173.76K
Sep 17, 2024	LABARRE MICHAEL J.	SALE	62.88	10K	628.78K	173.76K
Sep 12, 2024	TORLEY HELEN	SALE	59.20	10K	592.03K	676.74K
Sep 11, 2024	TORLEY HELEN	SALE	59.09	10K	590.87K	676.74K
Sep 10, 2024	TORLEY HELEN	SALE	59.09	10K	590.89K	676.74K
Aug 21, 2024	LABARRE MICHAEL J.	SALE	62.34	100	6.23K	168.18K
Aug 20, 2024	LABARRE MICHAEL J.	SALE	61.05	10K	610.55K	168.18K
Aug 15, 2024	TORLEY HELEN	SALE	57.95	10K	579.49K	676.74K
Aug 14, 2024	POSARD MATTHEW L.	SALE	57.70	9.88K	570.13K	69.87K
Aug 14, 2024	TORLEY HELEN	SALE	58.17	200	11.63K	676.74K
Aug 13, 2024	POSARD MATTHEW L.	SALE	56.19	10K	561.93K	79.76K
Aug 13, 2024	TORLEY HELEN	SALE	56.25	10K	562.49K	676.74K
Aug 12, 2024	POSARD MATTHEW L.	SALE	55.72	10K	557.23K	89.76K
Jul 24, 2024	LABARRE MICHAEL J.	SALE	55.12	10K	551.15K	168.18K
Jul 23, 2024	LABARRE MICHAEL J.	SALE	55.27	5.29K	292.41K	168.18K
Jul 22, 2024	LABROSSE NICOLE	SALE	54.25	992	53.82K	15.48K
Jun 28, 2024	LABROSSE NICOLE	SALE	52.04	10K	520.4K	15.48K
Jun 27, 2024	LABROSSE NICOLE	SALE	51.93	10K	519.34K	15.48K
Jun 26, 2024	LABROSSE NICOLE	SALE	51.82	10K	518.2K	15.48K
Jun 18, 2024	LABARRE MICHAEL J.	SALE	49.43	10K	494.26K	168.18K
Jun 12, 2024	POSARD MATTHEW L.	SALE	50.62	10K	506.19K	99.76K
Jun 11, 2024	POSARD MATTHEW L.	SALE	50.01	10K	500.11K	109.76K
May 22, 2024	LABARRE MICHAEL J.	SALE	45.38	10K	453.84K	168.18K
May 21, 2024	LABARRE MICHAEL J.	SALE	45.16	10K	451.64K	168.18K
Apr 17, 2024	LABARRE MICHAEL J.	SALE	38.49	10K	384.89K	168.18K
Apr 16, 2024	LABARRE MICHAEL J.	SALE	38.35	10K	383.5K	168.18K
Mar 13, 2024	LABARRE MICHAEL J.	SALE	42.27	10K	422.73K	156.56K
Mar 12, 2024	LABARRE MICHAEL J.	SALE	41.64	10K	416.37K	156.56K
Feb 28, 2024	LABARRE MICHAEL J.	SALE	39.54	7.47K	295.42K	156.56K
Feb 27, 2024	LABARRE MICHAEL J.	SALE	39.95	10K	399.46K	159.09K
Jan 17, 2024	LABARRE MICHAEL J.	SALE	36.00	10K	360K	151.91K
Dec 13, 2023	LABARRE MICHAEL J.	SALE	40.39	10K	403.94K	151.91K
Dec 12, 2023	LABARRE MICHAEL J.	SALE	40.47	643	26.02K	151.91K
Nov 15, 2023	LABARRE MICHAEL J.	SALE	39.79	10K	397.88K	151.91K
Nov 14, 2023	LABARRE MICHAEL J.	SALE	39.08	1.71K	66.75K	151.91K
Oct 17, 2023	LABARRE MICHAEL J.	SALE	36.52	10K	365.2K	151.91K
Sep 19, 2023	LABARRE MICHAEL J.	SALE	39.10	10K	390.98K	151.91K
Aug 31, 2023	TORLEY HELEN	SALE	42.82	10K	428.17K	623.67K
Aug 30, 2023	TORLEY HELEN	SALE	42.85	10K	428.54K	623.67K
Aug 29, 2023	TORLEY HELEN	SALE	42.40	10K	424.02K	623.67K
Aug 22, 2023	LABARRE MICHAEL J.	SALE	42.41	8.08K	342.44K	151.91K
Aug 17, 2023	TORLEY HELEN	SALE	43.18	10K	431.82K	623.67K
Aug 16, 2023	TORLEY HELEN	SALE	43.53	10K	435.32K	623.67K
Aug 15, 2023	TORLEY HELEN	SALE	43.77	10K	437.68K	623.67K
Aug 14, 2023	DALY JAMES M	SALE	43.74	10K	437.41K	20.5K
Aug 11, 2023	DALY JAMES M	SALE	43.71	10K	437.11K	30.5K
Jul 27, 2023	TORLEY HELEN	SALE	43.79	10K	437.9K	623.67K
Jul 26, 2023	TORLEY HELEN	SALE	42.69	10K	426.89K	623.67K
Jul 25, 2023	TORLEY HELEN	SALE	42.80	10K	427.96K	623.67K
Jul 18, 2023	LABARRE MICHAEL J.	SALE	40.43	10K	404.3K	141.91K
Jun 21, 2023	LABARRE MICHAEL J.	SALE	36.00	10K	360K	141.91K
Apr 18, 2023	LABARRE MICHAEL J.	SALE	36.00	10K	360K	141.91K
Mar 09, 2023	TORLEY HELEN	SALE	42.73	10K	427.27K	623.67K
Mar 08, 2023	TORLEY HELEN	SALE	43.26	10K	432.59K	623.67K
Mar 07, 2023	TORLEY HELEN	SALE	45.47	10K	454.69K	623.67K
Mar 01, 2023	HENDERSON JEFFREY WILLIAM	SALE	47.71	10K	477.1K	39.05K
Feb 28, 2023	HENDERSON JEFFREY WILLIAM	SALE	48.51	10K	485.1K	49.05K
Feb 27, 2023	LABARRE MICHAEL J.	SALE	49.55	2.98K	147.85K	138.93K
Feb 16, 2023	LABARRE MICHAEL J.	SALE	49.26	2.88K	141.77K	148.93K
Feb 16, 2023	LABROSSE NICOLE	SALE	49.26	2.53K	124.38K	9.07K
Feb 16, 2023	TORLEY HELEN	SALE	49.26	11.06K	544.86K	633.67K
Feb 15, 2023	LABARRE MICHAEL J.	SALE	48.39	10K	483.94K	143.48K
Feb 09, 2023	TORLEY HELEN	SALE	50.40	10K	504K	587.18K
Feb 08, 2023	TORLEY HELEN	SALE	51.36	10K	513.57K	587.18K
Feb 07, 2023	TORLEY HELEN	SALE	51.26	10K	512.58K	587.18K
Jan 19, 2023	TORLEY HELEN	SALE	52.41	10K	524.14K	587.18K
Jan 17, 2023	LABARRE MICHAEL J.	SALE	50.93	1.12K	57.14K	143.14K
Jan 17, 2023	TORLEY HELEN	SALE	50.40	8.9K	448.36K	588.28K
Dec 15, 2022	TORLEY HELEN	SALE	58.20	896	52.14K	587.18K
Dec 13, 2022	TORLEY HELEN	SALE	58.64	9.51K	557.48K	587.67K
Dec 13, 2022	LABARRE MICHAEL J.	SALE	58.66	5.07K	297.13K	153.14K
Dec 06, 2022	POSARD MATTHEW L.	SALE	56.12	10K	561.18K	105.19K
Dec 05, 2022	POSARD MATTHEW L.	SALE	55.74	10K	557.37K	115.19K
Dec 02, 2022	POSARD MATTHEW L.	SALE	58.80	10K	588K	125.19K
Nov 17, 2022	TORLEY HELEN	SALE	52.15	10K	521.49K	587.18K
Nov 15, 2022	LABARRE MICHAEL J.	SALE	54.14	3.12K	168.64K	163.14K
Nov 15, 2022	LABROSSE NICOLE	SALE	53.69	365	19.6K	4.05K
Nov 15, 2022	TORLEY HELEN	SALE	54.11	9.99K	540.44K	587.19K
Nov 08, 2021	TORLEY HELEN	SALE	40.42	12.23K	494.12K	537.16K
Nov 05, 2021	MATSUI CONNIE	SALE	40.77	12.55K	511.58K	181.98K
Oct 04, 2021	TORLEY HELEN	SALE	40.95	5.86K	239.86K	537.16K
Oct 01, 2021	LABARRE MICHAEL J.	SALE	39.93	29.45K	1.18M	148.8K
Sep 07, 2021	TORLEY HELEN	SALE	42.98	6.56K	281.94K	537.16K
Aug 25, 2021	BIZZARI JEAN-PIERRE	SALE	41.01	35K	1.44M	52.54K
Aug 10, 2021	TORLEY HELEN	SALE	46.11	1.05K	48.32K	537.16K
Jul 06, 2021	TORLEY HELEN	SALE	45.97	50K	2.3M	537.16K
Jul 01, 2021	LABARRE MICHAEL J.	SALE	45.70	40.32K	1.84M	134.11K
Jun 07, 2021	TORLEY HELEN	SALE	39.66	50K	1.98M	537.16K
May 11, 2021	TORLEY HELEN	SALE	44.84	1.07K	47.8K	537.16K
Apr 14, 2021	KELLEY KENNETH J	SALE	45.00	5K	225K	179.83K
Apr 05, 2021	TORLEY HELEN	SALE	42.55	50K	2.13M	537.16K
Apr 01, 2021	LABARRE MICHAEL J.	SALE	42.10	9.7K	408.21K	141.79K
Mar 01, 2021	KELLEY KENNETH J	SALE	45.26	4.5K	203.68K	185.33K
Mar 01, 2021	LABARRE MICHAEL J.	SALE	46.26	6.53K	302.06K	122.8K
Mar 01, 2021	TORLEY HELEN	SALE	45.58	16.11K	734.34K	571.05K
Feb 01, 2021	KELLEY KENNETH J	SALE	48.69	246	11.98K	189.83K
Feb 01, 2021	TORLEY HELEN	SALE	47.76	44.56K	2.13M	475.96K
Jan 04, 2021	KELLEY KENNETH J	SALE	42.88	4.71K	201.97K	195.12K
Dec 21, 2020	LABARRE MICHAEL J.	SALE	42.54	11.4K	484.97K	123.4K
Dec 07, 2020	KELLEY KENNETH J	SALE	41.00	35.09K	1.44M	199.83K
Dec 02, 2020	KELLEY KENNETH J	SALE	41.00	31.79K	1.3M	234.92K
Nov 27, 2020	KELLEY KENNETH J	SALE	41.25	10K	412.5K	266.71K
Nov 25, 2020	DALY JAMES M	SALE	40.41	10.36K	418.8K	21K
Nov 25, 2020	KELLEY KENNETH J	SALE	41.50	9.67K	401.35K	276.71K
Nov 25, 2020	HENDERSON JEFFREY WILLIAM	SALE	40.08	24.5K	981.76K	47.61K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES84.27K21

NET SHARES-84.27K21

SHARES HELD9.71M21

% NET SHARES-100.87%0%

Frequently Asked Questions