How many institutions own HCAT 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 HCAT shares is 204, representing 79.72% of the company's common stock.

Who are the major shareholders selling Health Catalyst, Inc. stock?

CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD., in the last quarter, reduced its stake in HCAT by -40.11% restricting it's holding to 581.36 thousand shares of worth nearly $1.39M. BAIRD FINANCIAL GROUP, INC. also lessened -20% of the HCAT shares from its portfolio, reducing its holding to 493.75 thousand shares of worth $1.18M. NORTHERN TRUST CORP also shunned HCAT shares holding by -9.98% last quarter which brought its holding to 476.05 thousand shares worth $1.14M.

Investors who are buying HCAT stock?

As per its latest 13F filing, MARTIN & CO INC /TN/ increased its stake in HCAT by 0.2% in the last quarter. The institutional holder raised its holding to 513.15 thousand shares having worth more than $1.23M. FMR LLC also added 27.77% more shares of HCAT to its portfolio, raising its holding to 348.72 thousand shares of worth $833.43K. MORGAN STANLEY also increased its HCAT shares holding by 37.82% which brought its holding to 333.96 thousand shares worth $798.16K.

HCAT's major insiders: who are they?

The insider with the most stakes in HCAT is Burton Daniel D. , Chief Executive Officer at the company. Additionally, HCAT stock is highly held by Chief Financial Officer Hunt Bryan Truman and Chief Commercial Officer Freeman Kevin Lee among others.

Did an insider recently sell HCAT stock?

Company executives, directors, and other insiders own 3.52% percent of Health Catalyst, Inc.'s stock. Within the last six months, there have been 2 transaction(s) in which HCAT insiders have sold stock, totaling 75.42K shares. Insiders that have sold shares include LANDRY BENJAMIN, LARSON-GREEN JULIE, and LESUEUR DANIEL.

Which insider recently purchased HCAT stock?

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

How much of HCAT does insiders own?

Around 173.57K Health Catalyst, Inc. shares are held by insiders, which represents about 3.52% of HCAT stock.

Who is the insider with the largest stake?

HCAT Chief Executive Officer, Burton Daniel D. holds the largest portfolio of the company's shares. HCAT shares owned by Burton total nearly 1.17 million.

Which institution holds the most shares in HCAT?

CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. is the largest institutional owner in HCAT which holds 581.36 thousand shares worth $1.39M or 0.83% of the total HCAT shares outstanding followed by MARTIN & CO INC /TN/ with ownership of 513.15 thousand shares representing 0.73% of the HCAT ownership. BAIRD FINANCIAL GROUP, INC. is the third largest stakeholder with 493.75 thousand shares or 0.7% of the ownership worth more than $1.18M.

Is Health Catalyst, 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 HCAT is concerned, it is a stock which is optionable.

Is there a short position on HCAT's shares?

Number of HCAT shares short is 3.91M. 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 HCAT shares are there?

As of today, 70.37M shares of HCAT are outstanding.

Is there many float in HCAT 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, HCAT has 64.26M shares in float.

HCAT 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 HCAT is 8.6.

Health Catalyst (HCAT) 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 Shares5.55

Short Percent Of Float6.33

Shares Outstanding70.37M

Shares Float64.26M

Shares Short3.91M

Short Ratio8.6

6.33%

Short % of Float

5.55%

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

3.52% Percentage of Shares held by All Insiders

79.72% Percentage of Shares held by All Institutions

82.63% Percentage of Float held by Institutions

204

Number of Institutions Holding Shares

Institutional Ownership

About 79.72% of HCAT shares are held by financial institutions. CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. is the top corporate investor, holding 581.36K shares valued at $1.39M. A 0.83% stake in Health Catalyst, Inc. is owned by the company. MARTIN & CO INC /TN/ owns 513.15K shares valued at $1.23M, which translates its holding of 0.73% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.83%	581.36K	1.39M	-389.33K	-40.11%
Dec 31, 2025	MARTIN & CO INC /TN/	0.73%	513.15K	1.23M	1.03K	+0.20%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.7%	493.75K	1.18M	-123.44K	-20.00%
Dec 31, 2025	NORTHERN TRUST CORP	0.68%	476.05K	1.14M	-52.76K	-9.98%
Dec 31, 2025	FMR LLC	0.5%	348.72K	833.43K	75.78K	+27.77%
Dec 31, 2025	PRIMECAP MANAGEMENT CO/CA/	0.48%	340.42K	813.6K	-1.03M	-75.14%
Dec 31, 2025	MORGAN STANLEY	0.47%	333.96K	798.16K	91.64K	+37.82%
Dec 31, 2025	ZACKS INVESTMENT MANAGEMENT	0.12%	83.96K	200.66K	-203.35K	-70.78%
Dec 31, 2025	JANE STREET GROUP, LLC	0.42%	296.04K	707.55K	165.63K	+127.01%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.38%	266.21K	636.24K	36.95K	+16.12%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	27.32K	65.3K	-17K	-38.36%
Dec 31, 2025	GSA CAPITAL PARTNERS LLP	0.2%	142.34K	340K	142.34K	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	136.59K	325.08K	-883	-0.64%
Dec 31, 2025	CRAWFORD FUND MANAGEMENT, LLC	0.19%	135K	322.65K	-172K	-56.03%
Dec 31, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.19%	134.23K	320.82K	-96.11K	-41.73%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.19%	132.14K	315.81K	-19.73K	-12.99%
Dec 31, 2025	FIRST LIGHT ASSET MANAGEMENT, LLC	18.35%	12.91M	30.86M	-525.28K	-3.91%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.04%	31.1K	74.33K	-103.1K	-76.83%
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.06%	38.84K	92.83K	-4.39K	-10.15%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.45%	316.8K	757.16K	-242.85K	-43.39%
Dec 31, 2025	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	0.45%	313.29K	748.75K	313.29K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.37%	263.49K	629.73K	66.17K	+33.54%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.03%	23.59K	56.37K	-1.75K	-6.92%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.27%	188.68K	450.94K	172.38K	+1,057.60%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.11%	80.33K	191.99K	-6.95K	-7.96%
Dec 31, 2025	MCF ADVISORS LLC	0.1%	70K	167.3K	-5K	-6.67%
Dec 31, 2025	STATE OF WYOMING	0.1%	67.57K	161.5K	33.32K	+97.28%
Dec 31, 2025	JUMP FINANCIAL, LLC	0.08%	59K	141.01K	32.72K	+124.48%
Dec 31, 2025	AVANZA FONDER AB	0.04%	26.05K	62.26K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	1.07%	752.81K	1.8M	-57.96K	-7.15%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.26%	182.81K	436.91K	102.46K	+127.52%
Dec 31, 2025	BARCLAYS PLC	0.21%	148.19K	354.17K	10.1K	+7.31%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.18%	129.6K	309.74K	34.6K	+36.42%
Dec 31, 2025	NUVEEN, LLC	0.18%	123.65K	295.53K	0	0
Dec 31, 2025	INVESCO LTD.	0.17%	118.59K	283.43K	7.19K	+6.45%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.16%	113.64K	271.6K	36.98K	+48.24%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.14%	100.1K	239.23K	-76.99K	-43.48%
Dec 31, 2025	SEI INVESTMENTS CO	0.14%	95.91K	229.22K	95.91K	+100.00%
Dec 31, 2025	STATE STREET CORP	1.89%	1.33M	3.17M	54.17K	+4.25%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.37%	1.67M	3.99M	-70.43K	-4.05%
Dec 31, 2025	NEPSIS INC.	2.72%	1.92M	4.58M	402.76K	+26.62%
Dec 31, 2025	IMPAX ASSET MANAGEMENT GROUP PLC	3.91%	2.75M	6.57M	0	0
Dec 31, 2025	WHETSTONE CAPITAL ADVISORS, LLC	5.33%	3.75M	8.96M	19.03K	+0.51%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.78%	546.97K	1.31M	-75.72K	-12.16%
Dec 31, 2025	DEUTSCHE BANK AG\	0.37%	261.28K	624.46K	49.66K	+23.46%
Dec 31, 2025	RHUMBLINE ADVISERS	0.13%	90.06K	215.22K	-6.8K	-7.02%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.12%	87.43K	209K	5.1K	+6.19%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.03%	18.98K	45.36K	-19.05K	-50.10%
Dec 31, 2025	SHELTON WEALTH MANAGEMENT, LLC	0.03%	20K	47.8K	0	0
Dec 31, 2025	SEPIO CAPITAL, LP	0.04%	29.47K	70.44K	534	+1.85%
Dec 31, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.04%	30.06K	71.84K	-6.74K	-18.31%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.12%	84.94K	203K	-14.82K	-14.86%
Dec 31, 2025	WILLIAMS & NOVAK, LLC	0.04%	30.24K	72.26K	9.7K	+47.24%
Dec 31, 2025	CVS HEALTH CORP	0.05%	32.27K	77.13K	0	0
Dec 31, 2025	NET WORTH ADVISORY GROUP	0.05%	36.37K	86.93K	36.37K	+100.00%
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.05%	37.21K	88.92K	-39.54K	-51.52%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.05%	38.53K	92.08K	0	0
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.33%	1.64M	3.92M	-272.57K	-14.24%
Dec 31, 2025		0.23%	160.05K	382.52K	160.05K	+100.00%
Dec 31, 2025	VANGUARD GROUP INC	6.3%	4.43M	10.6M	138.7K	+3.23%
Dec 31, 2025	BLACKROCK, INC.	7.38%	5.19M	12.41M	-310.32K	-5.64%
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	20.44K	48.85K	0	0
Dec 31, 2025	PROBITY ADVISORS, INC.	0.03%	23.38K	55.87K	-21.79K	-48.24%
Dec 31, 2025	PALOGIC VALUE MANAGEMENT, L.P.	1.8%	1.27M	3.04M	178.22K	+16.32%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	1.54%	1.08M	2.59M	-504.69K	-31.75%
Dec 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.37%	964.79K	2.31M	2.11K	+0.22%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	1.33%	932.72K	2.23M	-193.09K	-17.15%
Dec 31, 2025	RA CAPITAL MANAGEMENT, L.P.	1.13%	793.75K	1.9M	793.75K	+100.00%
Dec 31, 2025	HIGHMARK WEALTH MANAGEMENT LLC	1.05%	741.48K	1.77M	431.2K	+138.97%
Sep 30, 2025	FRED ALGER MANAGEMENT, LLC	0.44%	308.32K	878.71K	0	0
Sep 30, 2025	PRIMECAP MANAGEMENT CO/CA/	1.97%	1.37M	3.9M	-617.62K	-31.09%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	2.28%	1.59M	4.53M	1.53M	+2,513.25%
Sep 30, 2025	CRAWFORD FUND MANAGEMENT, LLC	0.44%	307K	874.95K	160K	+108.84%
Sep 30, 2025	FMR LLC	0.39%	272.93K	777.86K	13.07K	+5.03%
Sep 30, 2025	RHUMBLINE ADVISERS	0.14%	96.86K	276.03K	-5.13K	-5.03%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.14%	95K	270.75K	95K	+100.00%
Sep 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.08%	54.22K	154.53K	-440	-0.81%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.07%	45.87K	130.73K	45.87K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.2%	138.09K	393.55K	-17.92K	-11.48%
Sep 30, 2025	NORTHERN TRUST CORP	0.76%	528.81K	1.51M	1.84K	+0.35%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.8%	559.65K	1.6M	145.74K	+35.21%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.89%	617.18K	1.76M	617.18K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.89%	622.69K	1.77M	24.06K	+4.02%
Sep 30, 2025	AMH EQUITY LTD	0.95%	660K	1.88M	232.85K	+54.51%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.1%	68.77K	196K	0	0
Sep 30, 2025	MCF ADVISORS LLC	0.11%	75K	213.75K	50K	+200.00%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.11%	76.75K	218.72K	-94.46K	-55.17%
Sep 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	1.57%	1.09M	3.11M	361.72K	+49.54%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	1.62%	1.13M	3.21M	-37.98K	-3.26%
Sep 30, 2025	FIRST LIGHT ASSET MANAGEMENT, LLC	19.3%	13.44M	38.29M	1.21M	+9.86%
Sep 30, 2025	HSBC HOLDINGS PLC	0.12%	81.54K	233.6K	1.27K	+1.59%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.12%	82.33K	235K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.13%	87.28K	248.76K	37.88K	+76.69%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.14%	99.76K	284.31K	-15.26K	-13.26%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.38%	962.68K	2.74M	-107.51K	-10.05%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	1.39%	970.69K	2.77M	-95.71K	-8.97%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.75%	1.91M	5.46M	-68.84K	-3.47%
Sep 30, 2025	IMPAX ASSET MANAGEMENT GROUP PLC	3.95%	2.75M	7.84M	0	0
Sep 30, 2025	INVESCO LTD.	0.16%	111.41K	317.5K	5.04K	+4.74%
Sep 30, 2025	NUMERAI GP LLC	0.18%	123.24K	351.24K	123.24K	+100.00%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.22%	151.87K	432.82K	3.01K	+2.02%
Sep 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.33%	230.35K	656.48K	230.35K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	1.16%	810.77K	2.31M	-98.67K	-10.85%
Sep 30, 2025	NEPSIS INC.	2.17%	1.51M	4.31M	-212.03K	-12.29%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.5%	1.74M	4.96M	76.45K	+4.60%
Sep 30, 2025	VANGUARD GROUP INC	6.17%	4.3M	12.24M	119.12K	+2.85%
Sep 30, 2025	NUVEEN, LLC	0.18%	123.65K	352.41K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.19%	130.41K	371.68K	84.43K	+183.64%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.19%	134.2K	382.47K	93.5K	+229.73%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	137.47K	391.79K	137.47K	+100.00%
Sep 30, 2025	STONEPINE CAPITAL MANAGEMENT, LLC	0.22%	155.55K	443.32K	55.55K	+55.55%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.25%	177.09K	504.71K	134.67K	+317.41%
Sep 30, 2025	UBS GROUP AG	0.28%	197.31K	562.35K	17.89K	+9.97%
Sep 30, 2025	DEUTSCHE BANK AG\	0.3%	211.63K	603.13K	-63.18K	-22.99%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.33%	229.26K	653.39K	14.65K	+6.83%
Sep 30, 2025	MORGAN STANLEY	0.35%	242.32K	690.61K	10.73K	+4.63%
Sep 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.41%	287.3K	818.82K	12.07K	+4.38%
Sep 30, 2025	MARTIN & CO INC /TN/	0.74%	512.13K	1.46M	2.97K	+0.58%
Sep 30, 2025	STATE STREET CORP	1.83%	1.27M	3.63M	46.88K	+3.82%
Sep 30, 2025	HIGHMARK WEALTH MANAGEMENT LLC	0.45%	310.28K	884.3K	145.53K	+88.34%
Sep 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.5%	346.09K	986.35K	0	0
Sep 30, 2025	MOORE CAPITAL MANAGEMENT, LP	0.57%	398.86K	1.14M	226.02K	+130.77%
Sep 30, 2025	WHETSTONE CAPITAL ADVISORS, LLC	5.36%	3.73M	10.63M	0	0
Sep 30, 2025	BLACKROCK, INC.	7.9%	5.5M	15.68M	-148.17K	-2.62%
Sep 30, 2025	AXQ CAPITAL, LP	0.03%	18.06K	51.47K	18.06K	+100.00%
Sep 30, 2025	SHELTON WEALTH MANAGEMENT, LLC	0.03%	20K	57K	20K	+100.00%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	20.44K	58.25K	8.54K	+71.82%
Sep 30, 2025	WILLIAMS & NOVAK, LLC	0.03%	20.54K	58.53K	20.54K	+100.00%
Sep 30, 2025	OMNIA FAMILY WEALTH, LLC	0.03%	24K	68.4K	-10.6K	-30.63%
Sep 30, 2025	AVANZA FONDER AB	0.04%	26.05K	74.24K	0	0
Sep 30, 2025	JUMP FINANCIAL, LLC	0.04%	26.28K	74.91K	26.28K	+100.00%
Sep 30, 2025	SUMMIT GLOBAL INVESTMENTS	0.04%	27.12K	77K	0	0
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.04%	27.75K	79.09K	-171	-0.61%
Sep 30, 2025	SEPIO CAPITAL, LP	0.04%	28.94K	82.48K	0	0
Sep 30, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.04%	29.63K	84K	10.18K	+52.36%
Sep 30, 2025	CVS HEALTH CORP	0.05%	32.27K	91.98K	0	0
Sep 30, 2025	STATE OF WYOMING	0.05%	34.25K	97.62K	-7.31K	-17.59%
Sep 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.05%	36.8K	104.87K	-5.21K	-12.41%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	38.03K	108.39K	-2.96K	-7.23%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.06%	38.53K	109.81K	0	0
Sep 30, 2025	PROBITY ADVISORS, INC.	0.06%	45.16K	128.71K	7.67K	+20.46%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.54%	1.07M	4.03M	-58.33K	-5.17%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	1.67%	1.16M	4.39M	233.56K	+25.11%
Jun 30, 2025	UBS GROUP AG	0.26%	179.43K	676.44K	-1.42K	-0.79%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.67%	468.69K	1.79M	-27.41K	-5.52%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.86%	598.63K	2.26M	114.05K	+23.54%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	1.53%	1.07M	4.02M	372.04K	+53.58%
Jun 30, 2025	STATE STREET CORP	1.76%	1.23M	4.63M	40.72K	+3.43%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.39%	1.66M	6.27M	169.58K	+11.36%
Jun 30, 2025	NEPSIS INC.	2.48%	1.73M	6.5M	-365.75K	-17.49%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.85%	1.98M	7.48M	145.92K	+7.94%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.12%	82.33K	311K	7.12K	+9.47%
Jun 30, 2025	INVESCO LTD.	0.15%	106.37K	401.01K	8.77K	+8.98%
Jun 30, 2025	PRIMECAP MANAGEMENT CO/CA/	2.85%	1.99M	7.49M	-18.43K	-0.92%
Jun 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.25%	171.21K	645.45K	171.21K	+100.00%
Jun 30, 2025	NUVEEN, LLC	0.18%	123.65K	466.17K	-466.73K	-79.06%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.17%	115.01K	433.6M	-53.33K	-31.68%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.45%	311.46K	1.17M	3.85K	+1.25%
Jun 30, 2025	FMR LLC	0.37%	259.86K	979.68K	22.81K	+9.62%
Jun 30, 2025	CRAWFORD FUND MANAGEMENT, LLC	0.21%	147K	554.19K	147K	+100.00%
Jun 30, 2025	RHUMBLINE ADVISERS	0.15%	101.99K	384.47K	12.13K	+13.50%
Jun 30, 2025	JPMORGAN CHASE & CO	1.31%	909.44K	3.43M	-53.1K	-5.52%
Jun 30, 2025	NORTHERN TRUST CORP	0.76%	526.97K	1.99M	27.83K	+5.58%
Jun 30, 2025	FRED ALGER MANAGEMENT, LLC	0.44%	308.32K	1.16M	-223	-0.07%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.41%	282.28K	1.06M	114.63K	+68.37%
Jun 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.4%	275.24K	1.04M	-4.22K	-1.51%
Jun 30, 2025	DEUTSCHE BANK AG\	0.39%	274.81K	1.04M	55.37K	+25.23%
Jun 30, 2025	WINTON GROUP LTD	0.24%	170.14K	641.42K	82.34K	+93.77%
Jun 30, 2025	HIGHMARK WEALTH MANAGEMENT LLC	0.24%	164.75K	621.11K	163.5K	+13,080.00%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.16%	110.49K	416.55K	-37.65K	-25.41%
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0.16%	108.38K	409K	15.81K	+17.08%
Jun 30, 2025	INSPIRE INVESTING, LLC	0.15%	103.49K	390.17K	27.58K	+36.33%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.14%	99.24K	374.14K	29.87K	+43.05%
Jun 30, 2025	MORGAN STANLEY	0.33%	231.59K	873.09M	42.56K	+22.52%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.59%	413.91K	1.56B	-142.01K	-25.55%
Jun 30, 2025		0.18%	123.65K	466.17K	-466.73K	-79.06%
Jun 30, 2025	IMPAX ASSET MANAGEMENT GROUP PLC	3.95%	2.75M	10.37M	0	0
Jun 30, 2025	WHETSTONE CAPITAL ADVISORS, LLC	5.36%	3.73M	14.07M	2.03M	+118.84%
Jun 30, 2025	VANGUARD GROUP INC	6%	4.18M	15.75M	44.92K	+1.09%
Jun 30, 2025	BLACKROCK, INC.	8.12%	5.65M	21.31M	-110.42K	-1.92%
Jun 30, 2025	FIRST LIGHT ASSET MANAGEMENT, LLC	17.57%	12.23M	46.11M	1.79M	+17.18%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.21%	148.86K	561.2K	30.88K	+26.18%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	155.18K	585.04K	49.56K	+46.92%
Jun 30, 2025	MOORE CAPITAL MANAGEMENT, LP	0.25%	172.83K	651.58K	-45.5K	-20.84%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.31%	214.61K	809.07K	15.81K	+7.95%
Jun 30, 2025	MARTIN & CO INC /TN/	0.73%	509.16K	1.92M	-2.53K	-0.49%
Jun 30, 2025	PORTOLAN CAPITAL MANAGEMENT, LLC	2.84%	1.98M	7.47M	663.33K	+50.36%
Jun 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	1.05%	730.1K	2.75M	80.1K	+12.32%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	90.43K	340.93K	-120K	-57.03%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.14%	98.19K	370.17K	-55.13K	-35.96%
Jun 30, 2025	STONEPINE CAPITAL MANAGEMENT, LLC	0.14%	100K	377K	100K	+100.00%
Jun 30, 2025	PIER 88 INVESTMENT PARTNERS LLC	0.19%	134.06K	505.41K	-95.81K	-41.68%
Jun 30, 2025	BARCLAYS PLC	0.22%	156K	588K	-109.35K	-41.21%
Jun 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.5%	346.09K	1.3M	-3.11K	-0.89%
Jun 30, 2025	AMH EQUITY LTD	0.61%	427.15K	1.61M	174.65K	+69.17%
Mar 31, 2025	MARTIN & CO INC /TN/	0.75%	511.69K	2.32M	20.69K	+4.21%
Mar 31, 2025	BLACKROCK, INC.	8.41%	5.76M	26.1M	178.12K	+3.19%
Mar 31, 2025	VANGUARD GROUP INC	6.03%	4.13M	18.72M	-263.08K	-5.99%
Mar 31, 2025	IMPAX ASSET MANAGEMENT GROUP PLC	4.01%	2.75M	12.46M	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.24%	166.46K	754K	-5.44K	-3.16%
Mar 31, 2025	FIRST LIGHT ASSET MANAGEMENT, LLC	15.22%	10.44M	47.28M	5.2M	+99.13%
Mar 31, 2025	PRIMECAP MANAGEMENT CO/CA/	2.92%	2.01M	9.08M	72.5K	+3.75%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.65%	1.13M	5.11M	-762.47K	-40.32%
Mar 31, 2025	FRED ALGER MANAGEMENT, LLC	0.45%	308.54K	1.4M	-64.32K	-17.25%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.45%	307.61K	1.39M	-7.01K	-2.23%
Mar 31, 2025	ZACKS INVESTMENT MANAGEMENT	0.41%	279.46K	1.27M	12.95K	+4.86%
Mar 31, 2025	BARCLAYS PLC	0.39%	265.35K	1.2M	90.55K	+51.80%
Mar 31, 2025	DEUTSCHE BANK AG\	0.32%	219.44K	994.05K	-6.33K	-2.80%
Mar 31, 2025	NEPSIS INC.	3.05%	2.09M	9.47M	1.99M	+2,072.11%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.04%	2.09M	9.45M	126.26K	+6.44%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.68%	1.84M	8.32M	245.45K	+15.42%
Mar 31, 2025	WHETSTONE CAPITAL ADVISORS, LLC	2.49%	1.71M	7.72M	1.71M	+100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.18%	1.49M	6.76M	46.28K	+3.20%
Mar 31, 2025	PORTOLAN CAPITAL MANAGEMENT, LLC	1.92%	1.32M	5.97M	568.05K	+75.84%
Mar 31, 2025	STATE STREET CORP	1.73%	1.19M	5.37M	-26.24K	-2.16%
Mar 31, 2025	JPMORGAN CHASE & CO	1.4%	962.53K	4.36M	-276.08K	-22.29%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	1.36%	930.23K	4.21M	437.54K	+88.81%
Mar 31, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.95%	650K	2.94M	330K	+103.13%
Mar 31, 2025		0.86%	590.38K	2.67M	590.38K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.81%	555.93K	2.52M	-330.74K	-37.30%
Mar 31, 2025	NORTHERN TRUST CORP	0.73%	499.14K	2.26M	-27.47K	-5.22%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.73%	498.08K	2.26M	-1.49M	-74.92%
Mar 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.72%	496.1K	2.26M	-23.82K	-4.58%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.71%	484.58K	2.2M	-12.72K	-2.56%
Mar 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.51%	349.19K	1.58M	-1.67M	-82.71%
Mar 31, 2025	AMH EQUITY LTD	0.37%	252.5K	1.14M	252.5K	+100.00%
Mar 31, 2025	FMR LLC	0.35%	237.05K	1.07M	6.34K	+2.75%
Mar 31, 2025	PIER 88 INVESTMENT PARTNERS LLC	0.34%	229.87K	1.04M	58.98K	+34.51%
Mar 31, 2025	MOORE CAPITAL MANAGEMENT, LP	0.32%	218.33K	989.05K	218.33K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	210.43K	953.25K	-78.69K	-27.22%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.3%	208.65K	945.19K	195.69K	+1,509.34%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.29%	198.8K	900.56K	-1.24M	-86.17%
Mar 31, 2025	MORGAN STANLEY	0.28%	189.03K	856.29K	-66.27K	-25.96%
Mar 31, 2025	UBS GROUP AG	0.26%	180.85K	819.24K	-47.41K	-20.77%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.25%	168.34K	762.6K	149.98K	+816.76%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.24%	164.25K	744.05K	26.58K	+19.31%
Mar 31, 2025	CITADEL ADVISORS LLC	0.24%	162.24K	734.95K	-122.69K	-43.06%
Mar 31, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.23%	159.28K	721.54K	85K	+114.43%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.22%	153.32K	694.53K	-7.57K	-4.70%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.22%	148.14K	671.07K	148.14K	+100.00%
Mar 31, 2025	HSBC HOLDINGS PLC	0.18%	120.37K	536.84K	46.58K	+63.13%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.17%	118.52K	536.87K	15.31K	+14.83%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	1.01%	694.36K	3.15M	439.6K	+172.55%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.24%	167.66K	759.48K	25.22K	+17.70%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.36%	208.31K	1.57M	-171.35K	-45.13%
Mar 31, 2024	ROYAL BANK OF CANADA	0.37%	213.8K	1.61M	-15.39K	-6.71%
Mar 31, 2024	ESSEX INVESTMENT MANAGEMENT CO LLC	0.42%	245.43K	1.85M	245.43K	+100.00%
Mar 31, 2024	CUBIST SYSTEMATIC STRATEGIES, LLC	0.42%	245.93K	1.85M	243.84K	+11,678.21%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.46%	269.04K	2.03M	-24.15K	-8.24%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.48%	281.55K	2.12M	28.18K	+11.12%
Mar 31, 2024	NORTHERN TRUST CORP	0.89%	512.1K	3.86M	-9.02K	-1.73%
Mar 31, 2024	BAILLIE GIFFORD & CO	0.92%	536.77K	4.04M	-1.55K	-0.29%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.15%	674K	5.08M	17.66K	+2.69%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	1.24%	724.56K	5.45M	200.49K	+38.26%
Mar 31, 2024	FIRST LIGHT ASSET MANAGEMENT, LLC	1.25%	734.68K	5.53M	-279.79K	-27.58%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	1.28%	738.5K	5.56M	-5.14K	-0.69%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	1.32%	761.37K	5.73M	-11.36K	-1.47%
Mar 31, 2024	ALYESKA INVESTMENT GROUP, L.P.	1.68%	984.56K	7.41M	100K	+11.31%
Mar 31, 2024	JPMORGAN CHASE & CO	1.69%	969.16K	7.3M	-121.69K	-11.16%
Mar 31, 2024	NEPSIS INC.	1.98%	1.16M	8.72M	65.46K	+6.00%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.3%	1.32M	9.93M	58.5K	+4.64%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	2.83%	1.63M	12.27M	82.26K	+5.32%
Mar 31, 2024	PRIMECAP MANAGEMENT CO/CA/	3.54%	2.07M	15.62M	654.81K	+46.13%
Mar 31, 2024	IMPAX ASSET MANAGEMENT GROUP PLC	3.68%	2.15M	16.22M	400K	+22.80%
Mar 31, 2024	DAVENTRY GROUP, LP	3.69%	2.16M	16.29M	242.5K	+12.63%
Mar 31, 2024	JANE STREET GROUP, LLC	0.23%	129.44K	974.65K	-41.2K	-24.15%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.23%	135.28K	1.02M	-4.15K	-2.97%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.24%	140.07K	1.05M	112.96K	+416.68%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.24%	140.57K	1.06M	17.6K	+14.31%
Mar 31, 2024	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.24%	143.33K	1.08M	143.33K	+100.00%
Mar 31, 2024	PETRUS TRUST COMPANY, LTA	0.25%	148.24K	1.12M	63.25K	+74.42%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.33%	191.8K	1.44M	154.07K	+408.29%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.34%	196.26K	1.48M	196.26K	+100.00%
Mar 31, 2024	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.34%	198.96K	1.5M	198.96K	+100.00%
Mar 31, 2024	DEUTSCHE BANK AG\	0.36%	207.7K	1.56M	855	+0.41%
Mar 31, 2024	CITADEL ADVISORS LLC	0.36%	208.09K	1.57M	-33.62K	-13.91%
Mar 31, 2024	CLARIVEST ASSET MANAGEMENT LLC	0.48%	282.33K	2.13M	212.43K	+303.90%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.74%	425.16K	3.2M	-19.57K	-4.40%
Mar 31, 2024	BARES CAPITAL MANAGEMENT, INC.	0.77%	450K	3.39M	0	0
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	1.99%	1.17M	8.78M	1.17M	+100.00%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	2.14%	1.23M	9.26M	202.26K	+19.70%
Mar 31, 2024	GRANAHAN INVESTMENT MANAGEMENT, LLC	2.14%	1.25M	9.44M	19.98K	+1.62%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	2.22%	1.28M	9.61M	56.19K	+4.60%
Mar 31, 2024	STATE STREET CORP	2.3%	1.32M	9.96M	35.19K	+2.73%
Mar 31, 2024	POINT72 ASSET MANAGEMENT, L.P.	3.47%	2.03M	15.31M	-2.12M	-51.09%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	4.33%	2.49M	18.74M	1.27M	+104.31%
Mar 31, 2024	VANGUARD GROUP INC	7.79%	4.48M	33.71M	-1.03M	-18.73%
Mar 31, 2024	BLACKROCK INC.	9.33%	5.36M	40.39M	45.91K	+0.86%
Mar 31, 2024	UBS GROUP AG	0.26%	151.99K	1.14M	50.83K	+50.25%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.3%	170.5K	1.28M	-112.4K	-39.73%
Mar 31, 2024	MORGAN STANLEY	0.83%	475.64K	3.58M	-211.02K	-30.73%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.84%	484.24K	3.65M	-37.12K	-7.12%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.08%	45.85K	345.23K	64	+0.14%
Mar 31, 2024	INSPIRE INVESTING, LLC	0.08%	47.2K	355.39K	47.2K	+100.00%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.08%	47.92K	360.84K	-5.3K	-9.96%
Mar 31, 2024	Y-INTERCEPT (HONG KONG) LTD	0.08%	48.46K	364.89K	32.4K	+201.83%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	49.64K	373.79K	49.64K	+100.00%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.1%	56.79K	427.59K	45.12K	+386.59%
Mar 31, 2024	SUMMIT GLOBAL INVESTMENTS	0.11%	62.07K	467K	-13K	-17.32%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.12%	66.9K	504K	-32.37K	-32.61%
Mar 31, 2024	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.12%	67.13K	506K	9.64K	+16.78%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.12%	70.96K	534.34K	12.55K	+21.47%
Mar 31, 2024	EXCHANGE TRADED CONCEPTS, LLC	0.13%	74.26K	559.16K	-223	-0.30%
Mar 31, 2024	CREDIT SUISSE AG/	0.13%	74.99K	564.65K	-152.77K	-67.08%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.14%	80.37K	605.21K	-41.72K	-34.17%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.14%	81.39K	612.88K	18.98K	+30.42%
Mar 31, 2024	INVESCO LTD.	0.14%	81.61K	614.55K	15.02K	+22.56%
Mar 31, 2024	RHUMBLINE ADVISERS	0.15%	83.52K	628.91K	1.64K	+2.01%
Mar 31, 2024	FMR LLC	0.15%	83.83K	631.25K	5.23K	+6.66%
Mar 31, 2024	ALGERT GLOBAL LLC	0.15%	85.43K	643K	-135.1K	-61.26%
Mar 31, 2024	INTRINSIC EDGE CAPITAL MANAGEMENT LLC	0.15%	87.48K	658.71K	87.48K	+100.00%
Mar 31, 2024	LEGATO CAPITAL MANAGEMENT LLC	0.17%	97.13K	731.41K	97.13K	+100.00%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.17%	99.73K	751K	69.52K	+230.05%
Mar 31, 2024	HRT FINANCIAL LP	0.19%	111.84K	842K	-79.24K	-41.47%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	112.2K	844.87K	0	0
Mar 31, 2024	VALMARK ADVISERS, INC.	0.21%	120K	903.6K	-10K	-7.69%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	4.57%	2.63M	19.78M	-513.95K	-16.37%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	1.36%	772.73K	7.16M	127.48K	+19.76%
Dec 31, 2023	FIRST LIGHT ASSET MANAGEMENT, LLC	1.79%	1.01M	9.39M	-1.92M	-65.38%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	1.81%	1.03M	9.51M	776.97K	+310.89%
Dec 31, 2023	JPMORGAN CHASE & CO	1.92%	1.09M	10.1M	-888.61K	-44.89%
Dec 31, 2023	NEPSIS INC.	1.93%	1.09M	10.11M	186.13K	+20.55%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	2.15%	1.22M	11.28M	363.39K	+42.51%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	2.15%	1.22M	11.3M	335.82K	+37.95%
Dec 31, 2023	ALYESKA INVESTMENT GROUP, L.P.	1.56%	884.56K	8.19M	-33.77K	-3.68%
Dec 31, 2023	GRANAHAN INVESTMENT MANAGEMENT, LLC	2.18%	1.23M	11.42M	55.82K	+4.74%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.22%	1.26M	11.68M	80.06K	+6.78%
Dec 31, 2023	STATE STREET CORP	2.27%	1.29M	11.92M	-172.97K	-11.84%
Dec 31, 2023	PRIMECAP MANAGEMENT CO/CA/	2.5%	1.42M	13.15M	299.14K	+26.70%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	2.73%	1.55M	14.33M	66.61K	+4.50%
Dec 31, 2023	IMPAX ASSET MANAGEMENT GROUP PLC	3.09%	1.75M	16.25M	600K	+51.97%
Dec 31, 2023	DAVENTRY GROUP, LP	3.39%	1.92M	17.78M	346.2K	+21.99%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	5.54%	3.14M	29.08M	3.14M	+100.00%
Dec 31, 2023	POINT72 ASSET MANAGEMENT, L.P.	7.33%	4.16M	38.5M	273.51K	+7.04%
Dec 31, 2023	BLACKROCK INC.	9.38%	5.32M	49.25M	375.97K	+7.61%
Dec 31, 2023	VANGUARD GROUP INC	9.71%	5.51M	51M	-933.74K	-14.50%
Dec 31, 2023	UBS GROUP AG	0.18%	101.16K	936.7K	36.24K	+55.84%
Dec 31, 2023	SWISS NATIONAL BANK	0.2%	112.2K	1.04M	-11.4K	-9.22%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.22%	122.09K	1.13M	51.25K	+72.34%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.22%	122.97K	1.14M	1.58K	+1.30%
Dec 31, 2023	BARCLAYS PLC	0.23%	128.03K	1.19M	74.82K	+140.61%
Dec 31, 2023	VALMARK ADVISERS, INC.	0.23%	130K	1.2M	130K	+100.00%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.25%	139.43K	1.29M	-49K	-26.00%
Dec 31, 2023	JANE STREET GROUP, LLC	0.3%	170.64K	1.58M	135.4K	+384.30%
Dec 31, 2023	HRT FINANCIAL LP	0.34%	191.08K	1.77M	191.08K	+100.00%
Dec 31, 2023	DEUTSCHE BANK AG\	0.36%	206.85K	1.92M	173.12K	+513.24%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.37%	207.84K	1.92M	92.42K	+80.07%
Dec 31, 2023	ALGERT GLOBAL LLC	0.39%	220.53K	2.04M	111.41K	+102.10%
Dec 31, 2023	CREDIT SUISSE AG/	0.4%	227.75K	2.11M	-143.08K	-38.58%
Dec 31, 2023	ROYAL BANK OF CANADA	0.4%	229.19K	2.12M	-69.95K	-23.38%
Dec 31, 2023	CITADEL ADVISORS LLC	0.43%	241.71K	2.24M	161.12K	+199.95%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.45%	253.37K	2.35M	206.18K	+436.98%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.49%	279.98K	2.59M	-220.03K	-44.01%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.5%	282.9K	2.62M	-36.3K	-11.37%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.52%	293.19K	2.71M	-12K	-3.93%
Dec 31, 2023	RHENMAN & PARTNERS ASSET MANAGEMENT AB	0.53%	300K	2.78M	-20K	-6.25%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	0.67%	379.66K	3.52M	153.94K	+68.20%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.78%	444.73K	4.12M	-49.11K	-9.94%
Dec 31, 2023	BARES CAPITAL MANAGEMENT, INC.	0.79%	450K	4.17M	-250K	-35.71%
Dec 31, 2023	ENSIGN PEAK ADVISORS, INC	0.81%	456.84K	4.23M	85.29K	+22.95%
Dec 31, 2023	NORTHERN TRUST CORP	0.92%	521.12K	4.83M	-6.06K	-1.15%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.92%	521.36K	4.83M	85.78K	+19.69%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.92%	524.07K	4.85M	358.67K	+216.86%
Dec 31, 2023	BAILLIE GIFFORD & CO	0.95%	538.32K	4.98M	-28.82K	-5.08%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	1.16%	656.34K	6.08M	-1.22K	-0.18%
Dec 31, 2023	MORGAN STANLEY	1.21%	686.66K	6.36M	289.74K	+72.99%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	1.31%	743.64K	6.89M	-19.01K	-2.49%

Insiders

Among the HCAT insiders holding of 3.52% of the stake in company, BURTON DANIEL D., Chief Executive Officer, holds the largest shares of 1.17M. HUNT BRYAN TRUMAN, Chief Financial Officer, is the second largest HCAT insider with ownership of 238.67K shares. FREEMAN KEVIN LEE, Chief Commercial Officer, stands third with possession of 236.95K shares of that stake.

Insiders	Designation	Shares Held
BURTON DANIEL D.	Chief Executive Officer	1.17M
HUNT BRYAN TRUMAN	Chief Financial Officer	238.67K
FREEMAN KEVIN LEE	Chief Commercial Officer	236.95K
LESUEUR DANIEL	Chief Operating Officer	205.83K
HORSTMEIER PAUL	Chief Operating Officer	180.32K
NELLI JAMES PATRICK JR.		131.73K
LANDRY BENJAMIN	General Counsel	100K
ORENSTEIN DANIEL H.		99.61K
ALGER JASON	Chief Financial Officer	86.71K
LLEWELYN LINDA	Chief People Officer	85.82K
LARSON-GREEN JULIE	director	73.57K
GALLAGHER DUNCAN	director	69.94K
HINTON BRYAN RICHARD		9.38K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 05, 2025	LANDRY BENJAMIN	SALE	2.64	27.43K	72.33K	100K
Dec 04, 2025	LARSON-GREEN JULIE	SALE	2.67	48K	128.35K	73.57K
Sep 05, 2025	LANDRY BENJAMIN	SALE	3.35	6.18K	20.7K	141.81K
Jun 05, 2025	LANDRY BENJAMIN	SALE	3.94	6.06K	23.89K	151.13K
May 05, 2025	LESUEUR DANIEL	SALE	4.10	5.21K	21.33K	205.83K
Apr 03, 2025	LESUEUR DANIEL	SALE	4.15	5.21K	21.6K	211.04K
Mar 06, 2025	LANDRY BENJAMIN	SALE	4.55	13.83K	62.86K	160.44K
Mar 05, 2025	LESUEUR DANIEL	SALE	4.52	16.9K	76.33K	216.25K
Feb 18, 2025	LLEWELYN LINDA	SALE	5.43	6.44K	34.95K	85.82K
Feb 05, 2025	LESUEUR DANIEL	SALE	5.76	5.21K	30.01K	86.04K
Jan 15, 2025	LLEWELYN LINDA	SALE	5.80	6.44K	37.35K	92.26K
Jan 06, 2025	LESUEUR DANIEL	SALE	7.51	5.21K	39.13K	91.25K
Jan 06, 2025	LANDRY BENJAMIN	SALE	7.52	2.5K	18.8K	72.25K
Dec 30, 2024	GALLAGHER DUNCAN	SALE	6.93	4.5K	31.18K	69.94K
Dec 23, 2024	GALLAGHER DUNCAN	SALE	6.98	4.5K	31.42K	74.44K
Dec 16, 2024	LLEWELYN LINDA	SALE	7.88	6.44K	50.79K	98.7K
Dec 06, 2024	LANDRY BENJAMIN	SALE	8.32	19.27K	160.29K	72.25K
Dec 06, 2024	ALGER JASON	SALE	8.32	19.6K	163.05K	86.71K
Dec 04, 2024	LESUEUR DANIEL	SALE	7.70	22.77K	175.24K	96.46K
Dec 02, 2024	FREEMAN KEVIN LEE	SALE	8.94	7.5K	67.07K	236.95K
Nov 15, 2024	LLEWELYN LINDA	SALE	8.50	1.37K	11.6K	112.91K
Nov 05, 2024	LESUEUR DANIEL	SALE	7.70	5.21K	40.13K	129.69K
Oct 15, 2024	LLEWELYN LINDA	SALE	8.16	1.32K	10.8K	114.28K
Oct 03, 2024	LESUEUR DANIEL	SALE	7.68	5.21K	40.01K	134.9K
Sep 16, 2024	LLEWELYN LINDA	SALE	8.43	1.32K	11.16K	115.6K
Sep 06, 2024	LANDRY BENJAMIN	SALE	7.39	2.47K	18.22K	100.94K
Sep 06, 2024	ALGER JASON	SALE	7.39	2.9K	21.43K	114.11K
Sep 04, 2024	LESUEUR DANIEL	SALE	7.58	8.14K	61.72K	140.11K
Sep 03, 2024	FREEMAN KEVIN LEE	SALE	7.22	7.5K	54.17K	255.88K
Aug 15, 2024	LLEWELYN LINDA	SALE	6.57	1.33K	8.72K	118.54K
Aug 05, 2024	LESUEUR DANIEL	SALE	6.19	5.21K	32.22K	150.01K
Jul 15, 2024	LLEWELYN LINDA	SALE	6.51	1.29K	8.4K	119.86K
Jul 03, 2024	LESUEUR DANIEL	SALE	6.15	5.21K	32.05K	155.22K
Jun 17, 2024	LLEWELYN LINDA	SALE	6.37	1.29K	8.22K	121.15K
Jun 12, 2024	ALGER JASON	SALE	6.83	2.82K	19.28K	118.17K
Jun 11, 2024	FREEMAN KEVIN LEE	SALE	6.53	7.5K	49.01K	266.15K
Jun 06, 2024	LESUEUR DANIEL	SALE	6.72	11.92K	80.06K	160.42K
Jun 06, 2024	LANDRY BENJAMIN	SALE	6.71	2.39K	16.02K	104.63K
May 31, 2024	LANDRY BENJAMIN	SALE	6.61	12.58K	83.13K	108.31K
May 15, 2024	LLEWELYN LINDA	SALE	7.00	2.07K	14.46K	124.16K
Apr 15, 2024	LLEWELYN LINDA	SALE	6.11	2.01K	12.25K	126.23K
Mar 15, 2024	LLEWELYN LINDA	SALE	7.80	2.01K	15.65K	128.23K
Feb 27, 2024	BURTON DANIEL D.	PURCHASE	7.81	26.2K	204.53K	1.17M
Feb 15, 2024	LLEWELYN LINDA	SALE	9.77	3.26K	31.85K	64.79K
Jan 16, 2024	LLEWELYN LINDA	SALE	10.83	3.16K	34.25K	68.05K
Dec 15, 2023	LLEWELYN LINDA	SALE	8.83	3.16K	27.92K	71.21K
Dec 06, 2023	ALGER JASON	SALE	7.55	2.18K	16.44K	51.93K
Nov 15, 2023	LLEWELYN LINDA	SALE	8.25	1.2K	9.87K	78.54K
Oct 16, 2023	LLEWELYN LINDA	SALE	8.33	1.16K	9.67K	79.73K
Sep 15, 2023	LLEWELYN LINDA	SALE	11.01	1.16K	12.77K	80.89K
Sep 06, 2023	ALGER JASON	SALE	11.65	2.2K	25.6K	56.94K
Sep 06, 2023	LANDRY BENJAMIN	SALE	11.52	1.16K	13.33K	28.19K
Aug 22, 2023	LLEWELYN LINDA	SALE	11.90	737	8.77K	83.54K
Jul 07, 2023	LANDRY BENJAMIN	SALE	11.14	1.18K	13.13K	29.84K
Jun 06, 2023	ALGER JASON	SALE	11.84	2.37K	28.06K	60.07K
Jun 06, 2023	LANDRY BENJAMIN	SALE	11.84	1.08K	12.76K	29.84K
Jun 05, 2023	HUNT BRYAN TRUMAN	SALE	12.00	650	7.8K	238.67K
May 12, 2023	BURTON DANIEL D.	PURCHASE	10.19	49.05K	499.59K	919.42K
Mar 03, 2023	ALGER JASON	SALE	14.23	2.97K	42.23K	55.32K
Mar 03, 2023	HUNT BRYAN TRUMAN	SALE	14.34	760	10.9K	232.83K
Feb 15, 2023	LLEWELYN LINDA	SALE	13.82	662	9.15K	49.05K
Jan 18, 2023	HUNT BRYAN TRUMAN	SALE	12.53	2.35K	29.5K	136.94K
Jan 17, 2023	HUNT BRYAN TRUMAN	SALE	12.00	2.06K	24.66K	139.29K
Jan 17, 2023	LLEWELYN LINDA	SALE	12.12	642	7.78K	49.71K
Dec 15, 2022	LLEWELYN LINDA	SALE	11.00	642	7.06K	50.35K
Dec 06, 2022	ALGER JASON	SALE	10.39	259	2.69K	33.76K
Nov 15, 2022	LLEWELYN LINDA	SALE	10.82	669	7.24K	54.55K
Nov 11, 2022	BURTON DANIEL D.	PURCHASE	10.14	197.08K	2M	900.14K
Oct 18, 2022	LLEWELYN LINDA	SALE	9.53	648	6.18K	55.22K
Sep 15, 2022	LLEWELYN LINDA	SALE	10.99	648	7.12K	55.87K
Sep 08, 2022	BURTON DANIEL D.	PURCHASE	10.99	90.75K	996.97K	703.06K
Sep 06, 2022	ALGER JASON	SALE	11.28	262	2.96K	36.52K
Sep 06, 2022	ORENSTEIN DANIEL H.	SALE	11.27	2.84K	31.98K	99.61K
Aug 18, 2022	GALLAGHER DUNCAN	PURCHASE	11.69	8.4K	98.2K	28.81K
Aug 15, 2022	LLEWELYN LINDA	SALE	13.14	668	8.78K	57.36K
Aug 09, 2022	BURTON DANIEL D.	PURCHASE	11.62	176.52K	2.05M	619.67K
Jul 15, 2022	LLEWELYN LINDA	SALE	16.06	648	10.41K	58.03K
Jun 15, 2022	LLEWELYN LINDA	SALE	12.20	648	7.91K	58.68K
Jun 06, 2022	ORENSTEIN DANIEL H.	SALE	14.85	2.84K	42.14K	103.67K
Jun 06, 2022	ALGER JASON	SALE	14.95	261	3.9K	37.35K
May 16, 2022	LLEWELYN LINDA	SALE	15.87	1.86K	29.52K	60.17K
Apr 18, 2022	LLEWELYN LINDA	SALE	23.21	200	4.64K	62.03K
Apr 12, 2022	HORSTMEIER PAUL	SALE	25.16	5.21K	131.05K	180.32K
Mar 15, 2022	LLEWELYN LINDA	SALE	21.08	2.04K	42.98K	64.07K
Mar 09, 2022	HORSTMEIER PAUL	SALE	26.02	201	5.23K	177.83K
Mar 07, 2022	ALGER JASON	SALE	25.14	461	11.59K	38.18K
Mar 03, 2022	ORENSTEIN DANIEL H.	SALE	26.82	4.11K	110.27K	102.73K
Mar 03, 2022	LLEWELYN LINDA	SALE	26.89	218	5.86K	66.11K
Feb 07, 2022	HORSTMEIER PAUL	SALE	29.38	3.48K	102.15K	96.7K
Feb 01, 2022	LLEWELYN LINDA	SALE	30.00	1.1K	33K	30.88K
Jan 05, 2022	HORSTMEIER PAUL	SALE	38.04	1.5K	56.9K	96.7K
Jan 04, 2022	LLEWELYN LINDA	SALE	40.23	3.23K	130.1K	30.88K
Jan 03, 2022	HINTON BRYAN RICHARD	SALE	39.76	106	4.21K	9.38K
Dec 27, 2021	HINTON BRYAN RICHARD	SALE	39.56	260	10.29K	9.38K
Dec 07, 2021	BURTON DANIEL D.	SALE	40.47	15.53K	628.49K	236.91K
Dec 07, 2021	HORSTMEIER PAUL	SALE	40.61	400	16.24K	90.64K
Dec 06, 2021	ALGER JASON	SALE	38.83	644	25.01K	13.21K
Dec 06, 2021	ORENSTEIN DANIEL H.	SALE	38.60	3.53K	136.38K	66.8K
Dec 06, 2021	BURTON DANIEL D.	SALE	40.06	21.97K	880.24K	236.91K
Dec 06, 2021	HORSTMEIER PAUL	SALE	39.89	2.79K	111.25K	93.12K
Dec 06, 2021	LLEWELYN LINDA	SALE	37.61	743	27.95K	30.97K
Dec 06, 2021	HINTON BRYAN RICHARD	SALE	38.64	5.06K	195.4K	9.38K
Dec 03, 2021	HINTON BRYAN RICHARD	SALE	42.87	105	4.5K	15.83K
Dec 03, 2021	ORENSTEIN DANIEL H.	SALE	42.87	2.5K	107.18K	71.43K
Dec 03, 2021	BURTON DANIEL D.	SALE	42.13	200	8.43K	241.87K
Dec 03, 2021	LLEWELYN LINDA	SALE	42.87	1.1K	47.16K	31.71K
Nov 26, 2021	HINTON BRYAN RICHARD	SALE	44.10	260	11.47K	18.75K
Nov 12, 2021	HUNT BRYAN TRUMAN	SALE	49.40	957	47.28K	61.27K
Nov 05, 2021	HORSTMEIER PAUL	SALE	51.67	8.13K	419.91K	111.06K
Nov 03, 2021	HINTON BRYAN RICHARD	SALE	52.62	106	5.58K	18.75K
Nov 01, 2021	LLEWELYN LINDA	SALE	54.08	600	32.45K	34.55K
Nov 01, 2021	ORENSTEIN DANIEL H.	SALE	54.07	141	7.62K	75.55K
Oct 25, 2021	HINTON BRYAN RICHARD	SALE	50.66	260	13.17K	18.75K
Oct 05, 2021	HORSTMEIER PAUL	SALE	48.02	9.75K	468.17K	109.44K
Oct 04, 2021	HINTON BRYAN RICHARD	SALE	49.00	106	5.19K	18.75K
Oct 01, 2021	ORENSTEIN DANIEL H.	SALE	49.21	2.5K	123.01K	75.55K
Oct 01, 2021	LLEWELYN LINDA	SALE	50.01	1.06K	52.96K	36.75K
Sep 27, 2021	HINTON BRYAN RICHARD	SALE	53.41	260	13.89K	18.75K
Sep 13, 2021	NELLI JAMES PATRICK JR.	SALE	54.83	24.75K	1.36M	131.73K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES75.42K2

NET SHARES-75.42K2

SHARES HELD173.57K2

% NET SHARES-143.45%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares5.55

Short Percent Of Float6.33

Shares Outstanding70.37M

Shares Float64.26M

Shares Short3.91M

Short Ratio8.6

6.33%

Short % of Float

5.55%

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

3.52% Percentage of Shares held by All Insiders

79.72% Percentage of Shares held by All Institutions

82.63% Percentage of Float held by Institutions

204

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.83%	581.36K	1.39M	-389.33K	-40.11%
Dec 31, 2025	MARTIN & CO INC /TN/	0.73%	513.15K	1.23M	1.03K	+0.20%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.7%	493.75K	1.18M	-123.44K	-20.00%
Dec 31, 2025	NORTHERN TRUST CORP	0.68%	476.05K	1.14M	-52.76K	-9.98%
Dec 31, 2025	FMR LLC	0.5%	348.72K	833.43K	75.78K	+27.77%
Dec 31, 2025	PRIMECAP MANAGEMENT CO/CA/	0.48%	340.42K	813.6K	-1.03M	-75.14%
Dec 31, 2025	MORGAN STANLEY	0.47%	333.96K	798.16K	91.64K	+37.82%
Dec 31, 2025	ZACKS INVESTMENT MANAGEMENT	0.12%	83.96K	200.66K	-203.35K	-70.78%
Dec 31, 2025	JANE STREET GROUP, LLC	0.42%	296.04K	707.55K	165.63K	+127.01%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.38%	266.21K	636.24K	36.95K	+16.12%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	27.32K	65.3K	-17K	-38.36%
Dec 31, 2025	GSA CAPITAL PARTNERS LLP	0.2%	142.34K	340K	142.34K	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	136.59K	325.08K	-883	-0.64%
Dec 31, 2025	CRAWFORD FUND MANAGEMENT, LLC	0.19%	135K	322.65K	-172K	-56.03%
Dec 31, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.19%	134.23K	320.82K	-96.11K	-41.73%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.19%	132.14K	315.81K	-19.73K	-12.99%
Dec 31, 2025	FIRST LIGHT ASSET MANAGEMENT, LLC	18.35%	12.91M	30.86M	-525.28K	-3.91%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.04%	31.1K	74.33K	-103.1K	-76.83%
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.06%	38.84K	92.83K	-4.39K	-10.15%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.45%	316.8K	757.16K	-242.85K	-43.39%
Dec 31, 2025	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	0.45%	313.29K	748.75K	313.29K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.37%	263.49K	629.73K	66.17K	+33.54%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.03%	23.59K	56.37K	-1.75K	-6.92%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.27%	188.68K	450.94K	172.38K	+1,057.60%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.11%	80.33K	191.99K	-6.95K	-7.96%
Dec 31, 2025	MCF ADVISORS LLC	0.1%	70K	167.3K	-5K	-6.67%
Dec 31, 2025	STATE OF WYOMING	0.1%	67.57K	161.5K	33.32K	+97.28%
Dec 31, 2025	JUMP FINANCIAL, LLC	0.08%	59K	141.01K	32.72K	+124.48%
Dec 31, 2025	AVANZA FONDER AB	0.04%	26.05K	62.26K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	1.07%	752.81K	1.8M	-57.96K	-7.15%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.26%	182.81K	436.91K	102.46K	+127.52%
Dec 31, 2025	BARCLAYS PLC	0.21%	148.19K	354.17K	10.1K	+7.31%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.18%	129.6K	309.74K	34.6K	+36.42%
Dec 31, 2025	NUVEEN, LLC	0.18%	123.65K	295.53K	0	0
Dec 31, 2025	INVESCO LTD.	0.17%	118.59K	283.43K	7.19K	+6.45%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.16%	113.64K	271.6K	36.98K	+48.24%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.14%	100.1K	239.23K	-76.99K	-43.48%
Dec 31, 2025	SEI INVESTMENTS CO	0.14%	95.91K	229.22K	95.91K	+100.00%
Dec 31, 2025	STATE STREET CORP	1.89%	1.33M	3.17M	54.17K	+4.25%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.37%	1.67M	3.99M	-70.43K	-4.05%
Dec 31, 2025	NEPSIS INC.	2.72%	1.92M	4.58M	402.76K	+26.62%
Dec 31, 2025	IMPAX ASSET MANAGEMENT GROUP PLC	3.91%	2.75M	6.57M	0	0
Dec 31, 2025	WHETSTONE CAPITAL ADVISORS, LLC	5.33%	3.75M	8.96M	19.03K	+0.51%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.78%	546.97K	1.31M	-75.72K	-12.16%
Dec 31, 2025	DEUTSCHE BANK AG\	0.37%	261.28K	624.46K	49.66K	+23.46%
Dec 31, 2025	RHUMBLINE ADVISERS	0.13%	90.06K	215.22K	-6.8K	-7.02%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.12%	87.43K	209K	5.1K	+6.19%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.03%	18.98K	45.36K	-19.05K	-50.10%
Dec 31, 2025	SHELTON WEALTH MANAGEMENT, LLC	0.03%	20K	47.8K	0	0
Dec 31, 2025	SEPIO CAPITAL, LP	0.04%	29.47K	70.44K	534	+1.85%
Dec 31, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.04%	30.06K	71.84K	-6.74K	-18.31%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.12%	84.94K	203K	-14.82K	-14.86%
Dec 31, 2025	WILLIAMS & NOVAK, LLC	0.04%	30.24K	72.26K	9.7K	+47.24%
Dec 31, 2025	CVS HEALTH CORP	0.05%	32.27K	77.13K	0	0
Dec 31, 2025	NET WORTH ADVISORY GROUP	0.05%	36.37K	86.93K	36.37K	+100.00%
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.05%	37.21K	88.92K	-39.54K	-51.52%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.05%	38.53K	92.08K	0	0
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.33%	1.64M	3.92M	-272.57K	-14.24%
Dec 31, 2025		0.23%	160.05K	382.52K	160.05K	+100.00%
Dec 31, 2025	VANGUARD GROUP INC	6.3%	4.43M	10.6M	138.7K	+3.23%
Dec 31, 2025	BLACKROCK, INC.	7.38%	5.19M	12.41M	-310.32K	-5.64%
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	20.44K	48.85K	0	0
Dec 31, 2025	PROBITY ADVISORS, INC.	0.03%	23.38K	55.87K	-21.79K	-48.24%
Dec 31, 2025	PALOGIC VALUE MANAGEMENT, L.P.	1.8%	1.27M	3.04M	178.22K	+16.32%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	1.54%	1.08M	2.59M	-504.69K	-31.75%
Dec 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.37%	964.79K	2.31M	2.11K	+0.22%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	1.33%	932.72K	2.23M	-193.09K	-17.15%
Dec 31, 2025	RA CAPITAL MANAGEMENT, L.P.	1.13%	793.75K	1.9M	793.75K	+100.00%
Dec 31, 2025	HIGHMARK WEALTH MANAGEMENT LLC	1.05%	741.48K	1.77M	431.2K	+138.97%
Sep 30, 2025	FRED ALGER MANAGEMENT, LLC	0.44%	308.32K	878.71K	0	0
Sep 30, 2025	PRIMECAP MANAGEMENT CO/CA/	1.97%	1.37M	3.9M	-617.62K	-31.09%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	2.28%	1.59M	4.53M	1.53M	+2,513.25%
Sep 30, 2025	CRAWFORD FUND MANAGEMENT, LLC	0.44%	307K	874.95K	160K	+108.84%
Sep 30, 2025	FMR LLC	0.39%	272.93K	777.86K	13.07K	+5.03%
Sep 30, 2025	RHUMBLINE ADVISERS	0.14%	96.86K	276.03K	-5.13K	-5.03%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.14%	95K	270.75K	95K	+100.00%
Sep 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.08%	54.22K	154.53K	-440	-0.81%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.07%	45.87K	130.73K	45.87K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.2%	138.09K	393.55K	-17.92K	-11.48%
Sep 30, 2025	NORTHERN TRUST CORP	0.76%	528.81K	1.51M	1.84K	+0.35%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.8%	559.65K	1.6M	145.74K	+35.21%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.89%	617.18K	1.76M	617.18K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.89%	622.69K	1.77M	24.06K	+4.02%
Sep 30, 2025	AMH EQUITY LTD	0.95%	660K	1.88M	232.85K	+54.51%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.1%	68.77K	196K	0	0
Sep 30, 2025	MCF ADVISORS LLC	0.11%	75K	213.75K	50K	+200.00%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.11%	76.75K	218.72K	-94.46K	-55.17%
Sep 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	1.57%	1.09M	3.11M	361.72K	+49.54%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	1.62%	1.13M	3.21M	-37.98K	-3.26%
Sep 30, 2025	FIRST LIGHT ASSET MANAGEMENT, LLC	19.3%	13.44M	38.29M	1.21M	+9.86%
Sep 30, 2025	HSBC HOLDINGS PLC	0.12%	81.54K	233.6K	1.27K	+1.59%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.12%	82.33K	235K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.13%	87.28K	248.76K	37.88K	+76.69%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.14%	99.76K	284.31K	-15.26K	-13.26%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.38%	962.68K	2.74M	-107.51K	-10.05%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	1.39%	970.69K	2.77M	-95.71K	-8.97%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.75%	1.91M	5.46M	-68.84K	-3.47%
Sep 30, 2025	IMPAX ASSET MANAGEMENT GROUP PLC	3.95%	2.75M	7.84M	0	0
Sep 30, 2025	INVESCO LTD.	0.16%	111.41K	317.5K	5.04K	+4.74%
Sep 30, 2025	NUMERAI GP LLC	0.18%	123.24K	351.24K	123.24K	+100.00%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.22%	151.87K	432.82K	3.01K	+2.02%
Sep 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.33%	230.35K	656.48K	230.35K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	1.16%	810.77K	2.31M	-98.67K	-10.85%
Sep 30, 2025	NEPSIS INC.	2.17%	1.51M	4.31M	-212.03K	-12.29%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.5%	1.74M	4.96M	76.45K	+4.60%
Sep 30, 2025	VANGUARD GROUP INC	6.17%	4.3M	12.24M	119.12K	+2.85%
Sep 30, 2025	NUVEEN, LLC	0.18%	123.65K	352.41K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.19%	130.41K	371.68K	84.43K	+183.64%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.19%	134.2K	382.47K	93.5K	+229.73%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	137.47K	391.79K	137.47K	+100.00%
Sep 30, 2025	STONEPINE CAPITAL MANAGEMENT, LLC	0.22%	155.55K	443.32K	55.55K	+55.55%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.25%	177.09K	504.71K	134.67K	+317.41%
Sep 30, 2025	UBS GROUP AG	0.28%	197.31K	562.35K	17.89K	+9.97%
Sep 30, 2025	DEUTSCHE BANK AG\	0.3%	211.63K	603.13K	-63.18K	-22.99%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.33%	229.26K	653.39K	14.65K	+6.83%
Sep 30, 2025	MORGAN STANLEY	0.35%	242.32K	690.61K	10.73K	+4.63%
Sep 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.41%	287.3K	818.82K	12.07K	+4.38%
Sep 30, 2025	MARTIN & CO INC /TN/	0.74%	512.13K	1.46M	2.97K	+0.58%
Sep 30, 2025	STATE STREET CORP	1.83%	1.27M	3.63M	46.88K	+3.82%
Sep 30, 2025	HIGHMARK WEALTH MANAGEMENT LLC	0.45%	310.28K	884.3K	145.53K	+88.34%
Sep 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.5%	346.09K	986.35K	0	0
Sep 30, 2025	MOORE CAPITAL MANAGEMENT, LP	0.57%	398.86K	1.14M	226.02K	+130.77%
Sep 30, 2025	WHETSTONE CAPITAL ADVISORS, LLC	5.36%	3.73M	10.63M	0	0
Sep 30, 2025	BLACKROCK, INC.	7.9%	5.5M	15.68M	-148.17K	-2.62%
Sep 30, 2025	AXQ CAPITAL, LP	0.03%	18.06K	51.47K	18.06K	+100.00%
Sep 30, 2025	SHELTON WEALTH MANAGEMENT, LLC	0.03%	20K	57K	20K	+100.00%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	20.44K	58.25K	8.54K	+71.82%
Sep 30, 2025	WILLIAMS & NOVAK, LLC	0.03%	20.54K	58.53K	20.54K	+100.00%
Sep 30, 2025	OMNIA FAMILY WEALTH, LLC	0.03%	24K	68.4K	-10.6K	-30.63%
Sep 30, 2025	AVANZA FONDER AB	0.04%	26.05K	74.24K	0	0
Sep 30, 2025	JUMP FINANCIAL, LLC	0.04%	26.28K	74.91K	26.28K	+100.00%
Sep 30, 2025	SUMMIT GLOBAL INVESTMENTS	0.04%	27.12K	77K	0	0
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.04%	27.75K	79.09K	-171	-0.61%
Sep 30, 2025	SEPIO CAPITAL, LP	0.04%	28.94K	82.48K	0	0
Sep 30, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.04%	29.63K	84K	10.18K	+52.36%
Sep 30, 2025	CVS HEALTH CORP	0.05%	32.27K	91.98K	0	0
Sep 30, 2025	STATE OF WYOMING	0.05%	34.25K	97.62K	-7.31K	-17.59%
Sep 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.05%	36.8K	104.87K	-5.21K	-12.41%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	38.03K	108.39K	-2.96K	-7.23%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.06%	38.53K	109.81K	0	0
Sep 30, 2025	PROBITY ADVISORS, INC.	0.06%	45.16K	128.71K	7.67K	+20.46%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.54%	1.07M	4.03M	-58.33K	-5.17%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	1.67%	1.16M	4.39M	233.56K	+25.11%
Jun 30, 2025	UBS GROUP AG	0.26%	179.43K	676.44K	-1.42K	-0.79%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.67%	468.69K	1.79M	-27.41K	-5.52%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.86%	598.63K	2.26M	114.05K	+23.54%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	1.53%	1.07M	4.02M	372.04K	+53.58%
Jun 30, 2025	STATE STREET CORP	1.76%	1.23M	4.63M	40.72K	+3.43%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.39%	1.66M	6.27M	169.58K	+11.36%
Jun 30, 2025	NEPSIS INC.	2.48%	1.73M	6.5M	-365.75K	-17.49%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.85%	1.98M	7.48M	145.92K	+7.94%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.12%	82.33K	311K	7.12K	+9.47%
Jun 30, 2025	INVESCO LTD.	0.15%	106.37K	401.01K	8.77K	+8.98%
Jun 30, 2025	PRIMECAP MANAGEMENT CO/CA/	2.85%	1.99M	7.49M	-18.43K	-0.92%
Jun 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.25%	171.21K	645.45K	171.21K	+100.00%
Jun 30, 2025	NUVEEN, LLC	0.18%	123.65K	466.17K	-466.73K	-79.06%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.17%	115.01K	433.6M	-53.33K	-31.68%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.45%	311.46K	1.17M	3.85K	+1.25%
Jun 30, 2025	FMR LLC	0.37%	259.86K	979.68K	22.81K	+9.62%
Jun 30, 2025	CRAWFORD FUND MANAGEMENT, LLC	0.21%	147K	554.19K	147K	+100.00%
Jun 30, 2025	RHUMBLINE ADVISERS	0.15%	101.99K	384.47K	12.13K	+13.50%
Jun 30, 2025	JPMORGAN CHASE & CO	1.31%	909.44K	3.43M	-53.1K	-5.52%
Jun 30, 2025	NORTHERN TRUST CORP	0.76%	526.97K	1.99M	27.83K	+5.58%
Jun 30, 2025	FRED ALGER MANAGEMENT, LLC	0.44%	308.32K	1.16M	-223	-0.07%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.41%	282.28K	1.06M	114.63K	+68.37%
Jun 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.4%	275.24K	1.04M	-4.22K	-1.51%
Jun 30, 2025	DEUTSCHE BANK AG\	0.39%	274.81K	1.04M	55.37K	+25.23%
Jun 30, 2025	WINTON GROUP LTD	0.24%	170.14K	641.42K	82.34K	+93.77%
Jun 30, 2025	HIGHMARK WEALTH MANAGEMENT LLC	0.24%	164.75K	621.11K	163.5K	+13,080.00%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.16%	110.49K	416.55K	-37.65K	-25.41%
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0.16%	108.38K	409K	15.81K	+17.08%
Jun 30, 2025	INSPIRE INVESTING, LLC	0.15%	103.49K	390.17K	27.58K	+36.33%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.14%	99.24K	374.14K	29.87K	+43.05%
Jun 30, 2025	MORGAN STANLEY	0.33%	231.59K	873.09M	42.56K	+22.52%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.59%	413.91K	1.56B	-142.01K	-25.55%
Jun 30, 2025		0.18%	123.65K	466.17K	-466.73K	-79.06%
Jun 30, 2025	IMPAX ASSET MANAGEMENT GROUP PLC	3.95%	2.75M	10.37M	0	0
Jun 30, 2025	WHETSTONE CAPITAL ADVISORS, LLC	5.36%	3.73M	14.07M	2.03M	+118.84%
Jun 30, 2025	VANGUARD GROUP INC	6%	4.18M	15.75M	44.92K	+1.09%
Jun 30, 2025	BLACKROCK, INC.	8.12%	5.65M	21.31M	-110.42K	-1.92%
Jun 30, 2025	FIRST LIGHT ASSET MANAGEMENT, LLC	17.57%	12.23M	46.11M	1.79M	+17.18%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.21%	148.86K	561.2K	30.88K	+26.18%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	155.18K	585.04K	49.56K	+46.92%
Jun 30, 2025	MOORE CAPITAL MANAGEMENT, LP	0.25%	172.83K	651.58K	-45.5K	-20.84%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.31%	214.61K	809.07K	15.81K	+7.95%
Jun 30, 2025	MARTIN & CO INC /TN/	0.73%	509.16K	1.92M	-2.53K	-0.49%
Jun 30, 2025	PORTOLAN CAPITAL MANAGEMENT, LLC	2.84%	1.98M	7.47M	663.33K	+50.36%
Jun 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	1.05%	730.1K	2.75M	80.1K	+12.32%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	90.43K	340.93K	-120K	-57.03%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.14%	98.19K	370.17K	-55.13K	-35.96%
Jun 30, 2025	STONEPINE CAPITAL MANAGEMENT, LLC	0.14%	100K	377K	100K	+100.00%
Jun 30, 2025	PIER 88 INVESTMENT PARTNERS LLC	0.19%	134.06K	505.41K	-95.81K	-41.68%
Jun 30, 2025	BARCLAYS PLC	0.22%	156K	588K	-109.35K	-41.21%
Jun 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.5%	346.09K	1.3M	-3.11K	-0.89%
Jun 30, 2025	AMH EQUITY LTD	0.61%	427.15K	1.61M	174.65K	+69.17%
Mar 31, 2025	MARTIN & CO INC /TN/	0.75%	511.69K	2.32M	20.69K	+4.21%
Mar 31, 2025	BLACKROCK, INC.	8.41%	5.76M	26.1M	178.12K	+3.19%
Mar 31, 2025	VANGUARD GROUP INC	6.03%	4.13M	18.72M	-263.08K	-5.99%
Mar 31, 2025	IMPAX ASSET MANAGEMENT GROUP PLC	4.01%	2.75M	12.46M	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.24%	166.46K	754K	-5.44K	-3.16%
Mar 31, 2025	FIRST LIGHT ASSET MANAGEMENT, LLC	15.22%	10.44M	47.28M	5.2M	+99.13%
Mar 31, 2025	PRIMECAP MANAGEMENT CO/CA/	2.92%	2.01M	9.08M	72.5K	+3.75%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.65%	1.13M	5.11M	-762.47K	-40.32%
Mar 31, 2025	FRED ALGER MANAGEMENT, LLC	0.45%	308.54K	1.4M	-64.32K	-17.25%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.45%	307.61K	1.39M	-7.01K	-2.23%
Mar 31, 2025	ZACKS INVESTMENT MANAGEMENT	0.41%	279.46K	1.27M	12.95K	+4.86%
Mar 31, 2025	BARCLAYS PLC	0.39%	265.35K	1.2M	90.55K	+51.80%
Mar 31, 2025	DEUTSCHE BANK AG\	0.32%	219.44K	994.05K	-6.33K	-2.80%
Mar 31, 2025	NEPSIS INC.	3.05%	2.09M	9.47M	1.99M	+2,072.11%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.04%	2.09M	9.45M	126.26K	+6.44%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.68%	1.84M	8.32M	245.45K	+15.42%
Mar 31, 2025	WHETSTONE CAPITAL ADVISORS, LLC	2.49%	1.71M	7.72M	1.71M	+100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.18%	1.49M	6.76M	46.28K	+3.20%
Mar 31, 2025	PORTOLAN CAPITAL MANAGEMENT, LLC	1.92%	1.32M	5.97M	568.05K	+75.84%
Mar 31, 2025	STATE STREET CORP	1.73%	1.19M	5.37M	-26.24K	-2.16%
Mar 31, 2025	JPMORGAN CHASE & CO	1.4%	962.53K	4.36M	-276.08K	-22.29%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	1.36%	930.23K	4.21M	437.54K	+88.81%
Mar 31, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.95%	650K	2.94M	330K	+103.13%
Mar 31, 2025		0.86%	590.38K	2.67M	590.38K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.81%	555.93K	2.52M	-330.74K	-37.30%
Mar 31, 2025	NORTHERN TRUST CORP	0.73%	499.14K	2.26M	-27.47K	-5.22%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.73%	498.08K	2.26M	-1.49M	-74.92%
Mar 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.72%	496.1K	2.26M	-23.82K	-4.58%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.71%	484.58K	2.2M	-12.72K	-2.56%
Mar 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.51%	349.19K	1.58M	-1.67M	-82.71%
Mar 31, 2025	AMH EQUITY LTD	0.37%	252.5K	1.14M	252.5K	+100.00%
Mar 31, 2025	FMR LLC	0.35%	237.05K	1.07M	6.34K	+2.75%
Mar 31, 2025	PIER 88 INVESTMENT PARTNERS LLC	0.34%	229.87K	1.04M	58.98K	+34.51%
Mar 31, 2025	MOORE CAPITAL MANAGEMENT, LP	0.32%	218.33K	989.05K	218.33K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	210.43K	953.25K	-78.69K	-27.22%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.3%	208.65K	945.19K	195.69K	+1,509.34%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.29%	198.8K	900.56K	-1.24M	-86.17%
Mar 31, 2025	MORGAN STANLEY	0.28%	189.03K	856.29K	-66.27K	-25.96%
Mar 31, 2025	UBS GROUP AG	0.26%	180.85K	819.24K	-47.41K	-20.77%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.25%	168.34K	762.6K	149.98K	+816.76%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.24%	164.25K	744.05K	26.58K	+19.31%
Mar 31, 2025	CITADEL ADVISORS LLC	0.24%	162.24K	734.95K	-122.69K	-43.06%
Mar 31, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.23%	159.28K	721.54K	85K	+114.43%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.22%	153.32K	694.53K	-7.57K	-4.70%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.22%	148.14K	671.07K	148.14K	+100.00%
Mar 31, 2025	HSBC HOLDINGS PLC	0.18%	120.37K	536.84K	46.58K	+63.13%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.17%	118.52K	536.87K	15.31K	+14.83%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	1.01%	694.36K	3.15M	439.6K	+172.55%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.24%	167.66K	759.48K	25.22K	+17.70%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.36%	208.31K	1.57M	-171.35K	-45.13%
Mar 31, 2024	ROYAL BANK OF CANADA	0.37%	213.8K	1.61M	-15.39K	-6.71%
Mar 31, 2024	ESSEX INVESTMENT MANAGEMENT CO LLC	0.42%	245.43K	1.85M	245.43K	+100.00%
Mar 31, 2024	CUBIST SYSTEMATIC STRATEGIES, LLC	0.42%	245.93K	1.85M	243.84K	+11,678.21%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.46%	269.04K	2.03M	-24.15K	-8.24%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.48%	281.55K	2.12M	28.18K	+11.12%
Mar 31, 2024	NORTHERN TRUST CORP	0.89%	512.1K	3.86M	-9.02K	-1.73%
Mar 31, 2024	BAILLIE GIFFORD & CO	0.92%	536.77K	4.04M	-1.55K	-0.29%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.15%	674K	5.08M	17.66K	+2.69%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	1.24%	724.56K	5.45M	200.49K	+38.26%
Mar 31, 2024	FIRST LIGHT ASSET MANAGEMENT, LLC	1.25%	734.68K	5.53M	-279.79K	-27.58%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	1.28%	738.5K	5.56M	-5.14K	-0.69%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	1.32%	761.37K	5.73M	-11.36K	-1.47%
Mar 31, 2024	ALYESKA INVESTMENT GROUP, L.P.	1.68%	984.56K	7.41M	100K	+11.31%
Mar 31, 2024	JPMORGAN CHASE & CO	1.69%	969.16K	7.3M	-121.69K	-11.16%
Mar 31, 2024	NEPSIS INC.	1.98%	1.16M	8.72M	65.46K	+6.00%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.3%	1.32M	9.93M	58.5K	+4.64%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	2.83%	1.63M	12.27M	82.26K	+5.32%
Mar 31, 2024	PRIMECAP MANAGEMENT CO/CA/	3.54%	2.07M	15.62M	654.81K	+46.13%
Mar 31, 2024	IMPAX ASSET MANAGEMENT GROUP PLC	3.68%	2.15M	16.22M	400K	+22.80%
Mar 31, 2024	DAVENTRY GROUP, LP	3.69%	2.16M	16.29M	242.5K	+12.63%
Mar 31, 2024	JANE STREET GROUP, LLC	0.23%	129.44K	974.65K	-41.2K	-24.15%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.23%	135.28K	1.02M	-4.15K	-2.97%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.24%	140.07K	1.05M	112.96K	+416.68%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.24%	140.57K	1.06M	17.6K	+14.31%
Mar 31, 2024	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.24%	143.33K	1.08M	143.33K	+100.00%
Mar 31, 2024	PETRUS TRUST COMPANY, LTA	0.25%	148.24K	1.12M	63.25K	+74.42%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.33%	191.8K	1.44M	154.07K	+408.29%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.34%	196.26K	1.48M	196.26K	+100.00%
Mar 31, 2024	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.34%	198.96K	1.5M	198.96K	+100.00%
Mar 31, 2024	DEUTSCHE BANK AG\	0.36%	207.7K	1.56M	855	+0.41%
Mar 31, 2024	CITADEL ADVISORS LLC	0.36%	208.09K	1.57M	-33.62K	-13.91%
Mar 31, 2024	CLARIVEST ASSET MANAGEMENT LLC	0.48%	282.33K	2.13M	212.43K	+303.90%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.74%	425.16K	3.2M	-19.57K	-4.40%
Mar 31, 2024	BARES CAPITAL MANAGEMENT, INC.	0.77%	450K	3.39M	0	0
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	1.99%	1.17M	8.78M	1.17M	+100.00%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	2.14%	1.23M	9.26M	202.26K	+19.70%
Mar 31, 2024	GRANAHAN INVESTMENT MANAGEMENT, LLC	2.14%	1.25M	9.44M	19.98K	+1.62%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	2.22%	1.28M	9.61M	56.19K	+4.60%
Mar 31, 2024	STATE STREET CORP	2.3%	1.32M	9.96M	35.19K	+2.73%
Mar 31, 2024	POINT72 ASSET MANAGEMENT, L.P.	3.47%	2.03M	15.31M	-2.12M	-51.09%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	4.33%	2.49M	18.74M	1.27M	+104.31%
Mar 31, 2024	VANGUARD GROUP INC	7.79%	4.48M	33.71M	-1.03M	-18.73%
Mar 31, 2024	BLACKROCK INC.	9.33%	5.36M	40.39M	45.91K	+0.86%
Mar 31, 2024	UBS GROUP AG	0.26%	151.99K	1.14M	50.83K	+50.25%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.3%	170.5K	1.28M	-112.4K	-39.73%
Mar 31, 2024	MORGAN STANLEY	0.83%	475.64K	3.58M	-211.02K	-30.73%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.84%	484.24K	3.65M	-37.12K	-7.12%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.08%	45.85K	345.23K	64	+0.14%
Mar 31, 2024	INSPIRE INVESTING, LLC	0.08%	47.2K	355.39K	47.2K	+100.00%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.08%	47.92K	360.84K	-5.3K	-9.96%
Mar 31, 2024	Y-INTERCEPT (HONG KONG) LTD	0.08%	48.46K	364.89K	32.4K	+201.83%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	49.64K	373.79K	49.64K	+100.00%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.1%	56.79K	427.59K	45.12K	+386.59%
Mar 31, 2024	SUMMIT GLOBAL INVESTMENTS	0.11%	62.07K	467K	-13K	-17.32%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.12%	66.9K	504K	-32.37K	-32.61%
Mar 31, 2024	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.12%	67.13K	506K	9.64K	+16.78%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.12%	70.96K	534.34K	12.55K	+21.47%
Mar 31, 2024	EXCHANGE TRADED CONCEPTS, LLC	0.13%	74.26K	559.16K	-223	-0.30%
Mar 31, 2024	CREDIT SUISSE AG/	0.13%	74.99K	564.65K	-152.77K	-67.08%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.14%	80.37K	605.21K	-41.72K	-34.17%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.14%	81.39K	612.88K	18.98K	+30.42%
Mar 31, 2024	INVESCO LTD.	0.14%	81.61K	614.55K	15.02K	+22.56%
Mar 31, 2024	RHUMBLINE ADVISERS	0.15%	83.52K	628.91K	1.64K	+2.01%
Mar 31, 2024	FMR LLC	0.15%	83.83K	631.25K	5.23K	+6.66%
Mar 31, 2024	ALGERT GLOBAL LLC	0.15%	85.43K	643K	-135.1K	-61.26%
Mar 31, 2024	INTRINSIC EDGE CAPITAL MANAGEMENT LLC	0.15%	87.48K	658.71K	87.48K	+100.00%
Mar 31, 2024	LEGATO CAPITAL MANAGEMENT LLC	0.17%	97.13K	731.41K	97.13K	+100.00%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.17%	99.73K	751K	69.52K	+230.05%
Mar 31, 2024	HRT FINANCIAL LP	0.19%	111.84K	842K	-79.24K	-41.47%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	112.2K	844.87K	0	0
Mar 31, 2024	VALMARK ADVISERS, INC.	0.21%	120K	903.6K	-10K	-7.69%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	4.57%	2.63M	19.78M	-513.95K	-16.37%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	1.36%	772.73K	7.16M	127.48K	+19.76%
Dec 31, 2023	FIRST LIGHT ASSET MANAGEMENT, LLC	1.79%	1.01M	9.39M	-1.92M	-65.38%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	1.81%	1.03M	9.51M	776.97K	+310.89%
Dec 31, 2023	JPMORGAN CHASE & CO	1.92%	1.09M	10.1M	-888.61K	-44.89%
Dec 31, 2023	NEPSIS INC.	1.93%	1.09M	10.11M	186.13K	+20.55%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	2.15%	1.22M	11.28M	363.39K	+42.51%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	2.15%	1.22M	11.3M	335.82K	+37.95%
Dec 31, 2023	ALYESKA INVESTMENT GROUP, L.P.	1.56%	884.56K	8.19M	-33.77K	-3.68%
Dec 31, 2023	GRANAHAN INVESTMENT MANAGEMENT, LLC	2.18%	1.23M	11.42M	55.82K	+4.74%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.22%	1.26M	11.68M	80.06K	+6.78%
Dec 31, 2023	STATE STREET CORP	2.27%	1.29M	11.92M	-172.97K	-11.84%
Dec 31, 2023	PRIMECAP MANAGEMENT CO/CA/	2.5%	1.42M	13.15M	299.14K	+26.70%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	2.73%	1.55M	14.33M	66.61K	+4.50%
Dec 31, 2023	IMPAX ASSET MANAGEMENT GROUP PLC	3.09%	1.75M	16.25M	600K	+51.97%
Dec 31, 2023	DAVENTRY GROUP, LP	3.39%	1.92M	17.78M	346.2K	+21.99%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	5.54%	3.14M	29.08M	3.14M	+100.00%
Dec 31, 2023	POINT72 ASSET MANAGEMENT, L.P.	7.33%	4.16M	38.5M	273.51K	+7.04%
Dec 31, 2023	BLACKROCK INC.	9.38%	5.32M	49.25M	375.97K	+7.61%
Dec 31, 2023	VANGUARD GROUP INC	9.71%	5.51M	51M	-933.74K	-14.50%
Dec 31, 2023	UBS GROUP AG	0.18%	101.16K	936.7K	36.24K	+55.84%
Dec 31, 2023	SWISS NATIONAL BANK	0.2%	112.2K	1.04M	-11.4K	-9.22%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.22%	122.09K	1.13M	51.25K	+72.34%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.22%	122.97K	1.14M	1.58K	+1.30%
Dec 31, 2023	BARCLAYS PLC	0.23%	128.03K	1.19M	74.82K	+140.61%
Dec 31, 2023	VALMARK ADVISERS, INC.	0.23%	130K	1.2M	130K	+100.00%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.25%	139.43K	1.29M	-49K	-26.00%
Dec 31, 2023	JANE STREET GROUP, LLC	0.3%	170.64K	1.58M	135.4K	+384.30%
Dec 31, 2023	HRT FINANCIAL LP	0.34%	191.08K	1.77M	191.08K	+100.00%
Dec 31, 2023	DEUTSCHE BANK AG\	0.36%	206.85K	1.92M	173.12K	+513.24%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.37%	207.84K	1.92M	92.42K	+80.07%
Dec 31, 2023	ALGERT GLOBAL LLC	0.39%	220.53K	2.04M	111.41K	+102.10%
Dec 31, 2023	CREDIT SUISSE AG/	0.4%	227.75K	2.11M	-143.08K	-38.58%
Dec 31, 2023	ROYAL BANK OF CANADA	0.4%	229.19K	2.12M	-69.95K	-23.38%
Dec 31, 2023	CITADEL ADVISORS LLC	0.43%	241.71K	2.24M	161.12K	+199.95%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.45%	253.37K	2.35M	206.18K	+436.98%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.49%	279.98K	2.59M	-220.03K	-44.01%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.5%	282.9K	2.62M	-36.3K	-11.37%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.52%	293.19K	2.71M	-12K	-3.93%
Dec 31, 2023	RHENMAN & PARTNERS ASSET MANAGEMENT AB	0.53%	300K	2.78M	-20K	-6.25%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	0.67%	379.66K	3.52M	153.94K	+68.20%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.78%	444.73K	4.12M	-49.11K	-9.94%
Dec 31, 2023	BARES CAPITAL MANAGEMENT, INC.	0.79%	450K	4.17M	-250K	-35.71%
Dec 31, 2023	ENSIGN PEAK ADVISORS, INC	0.81%	456.84K	4.23M	85.29K	+22.95%
Dec 31, 2023	NORTHERN TRUST CORP	0.92%	521.12K	4.83M	-6.06K	-1.15%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.92%	521.36K	4.83M	85.78K	+19.69%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.92%	524.07K	4.85M	358.67K	+216.86%
Dec 31, 2023	BAILLIE GIFFORD & CO	0.95%	538.32K	4.98M	-28.82K	-5.08%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	1.16%	656.34K	6.08M	-1.22K	-0.18%
Dec 31, 2023	MORGAN STANLEY	1.21%	686.66K	6.36M	289.74K	+72.99%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	1.31%	743.64K	6.89M	-19.01K	-2.49%

Insiders

Insiders	Designation	Shares Held
BURTON DANIEL D.	Chief Executive Officer	1.17M
HUNT BRYAN TRUMAN	Chief Financial Officer	238.67K
FREEMAN KEVIN LEE	Chief Commercial Officer	236.95K
LESUEUR DANIEL	Chief Operating Officer	205.83K
HORSTMEIER PAUL	Chief Operating Officer	180.32K
NELLI JAMES PATRICK JR.		131.73K
LANDRY BENJAMIN	General Counsel	100K
ORENSTEIN DANIEL H.		99.61K
ALGER JASON	Chief Financial Officer	86.71K
LLEWELYN LINDA	Chief People Officer	85.82K
LARSON-GREEN JULIE	director	73.57K
GALLAGHER DUNCAN	director	69.94K
HINTON BRYAN RICHARD		9.38K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 05, 2025	LANDRY BENJAMIN	SALE	2.64	27.43K	72.33K	100K
Dec 04, 2025	LARSON-GREEN JULIE	SALE	2.67	48K	128.35K	73.57K
Sep 05, 2025	LANDRY BENJAMIN	SALE	3.35	6.18K	20.7K	141.81K
Jun 05, 2025	LANDRY BENJAMIN	SALE	3.94	6.06K	23.89K	151.13K
May 05, 2025	LESUEUR DANIEL	SALE	4.10	5.21K	21.33K	205.83K
Apr 03, 2025	LESUEUR DANIEL	SALE	4.15	5.21K	21.6K	211.04K
Mar 06, 2025	LANDRY BENJAMIN	SALE	4.55	13.83K	62.86K	160.44K
Mar 05, 2025	LESUEUR DANIEL	SALE	4.52	16.9K	76.33K	216.25K
Feb 18, 2025	LLEWELYN LINDA	SALE	5.43	6.44K	34.95K	85.82K
Feb 05, 2025	LESUEUR DANIEL	SALE	5.76	5.21K	30.01K	86.04K
Jan 15, 2025	LLEWELYN LINDA	SALE	5.80	6.44K	37.35K	92.26K
Jan 06, 2025	LESUEUR DANIEL	SALE	7.51	5.21K	39.13K	91.25K
Jan 06, 2025	LANDRY BENJAMIN	SALE	7.52	2.5K	18.8K	72.25K
Dec 30, 2024	GALLAGHER DUNCAN	SALE	6.93	4.5K	31.18K	69.94K
Dec 23, 2024	GALLAGHER DUNCAN	SALE	6.98	4.5K	31.42K	74.44K
Dec 16, 2024	LLEWELYN LINDA	SALE	7.88	6.44K	50.79K	98.7K
Dec 06, 2024	LANDRY BENJAMIN	SALE	8.32	19.27K	160.29K	72.25K
Dec 06, 2024	ALGER JASON	SALE	8.32	19.6K	163.05K	86.71K
Dec 04, 2024	LESUEUR DANIEL	SALE	7.70	22.77K	175.24K	96.46K
Dec 02, 2024	FREEMAN KEVIN LEE	SALE	8.94	7.5K	67.07K	236.95K
Nov 15, 2024	LLEWELYN LINDA	SALE	8.50	1.37K	11.6K	112.91K
Nov 05, 2024	LESUEUR DANIEL	SALE	7.70	5.21K	40.13K	129.69K
Oct 15, 2024	LLEWELYN LINDA	SALE	8.16	1.32K	10.8K	114.28K
Oct 03, 2024	LESUEUR DANIEL	SALE	7.68	5.21K	40.01K	134.9K
Sep 16, 2024	LLEWELYN LINDA	SALE	8.43	1.32K	11.16K	115.6K
Sep 06, 2024	LANDRY BENJAMIN	SALE	7.39	2.47K	18.22K	100.94K
Sep 06, 2024	ALGER JASON	SALE	7.39	2.9K	21.43K	114.11K
Sep 04, 2024	LESUEUR DANIEL	SALE	7.58	8.14K	61.72K	140.11K
Sep 03, 2024	FREEMAN KEVIN LEE	SALE	7.22	7.5K	54.17K	255.88K
Aug 15, 2024	LLEWELYN LINDA	SALE	6.57	1.33K	8.72K	118.54K
Aug 05, 2024	LESUEUR DANIEL	SALE	6.19	5.21K	32.22K	150.01K
Jul 15, 2024	LLEWELYN LINDA	SALE	6.51	1.29K	8.4K	119.86K
Jul 03, 2024	LESUEUR DANIEL	SALE	6.15	5.21K	32.05K	155.22K
Jun 17, 2024	LLEWELYN LINDA	SALE	6.37	1.29K	8.22K	121.15K
Jun 12, 2024	ALGER JASON	SALE	6.83	2.82K	19.28K	118.17K
Jun 11, 2024	FREEMAN KEVIN LEE	SALE	6.53	7.5K	49.01K	266.15K
Jun 06, 2024	LESUEUR DANIEL	SALE	6.72	11.92K	80.06K	160.42K
Jun 06, 2024	LANDRY BENJAMIN	SALE	6.71	2.39K	16.02K	104.63K
May 31, 2024	LANDRY BENJAMIN	SALE	6.61	12.58K	83.13K	108.31K
May 15, 2024	LLEWELYN LINDA	SALE	7.00	2.07K	14.46K	124.16K
Apr 15, 2024	LLEWELYN LINDA	SALE	6.11	2.01K	12.25K	126.23K
Mar 15, 2024	LLEWELYN LINDA	SALE	7.80	2.01K	15.65K	128.23K
Feb 27, 2024	BURTON DANIEL D.	PURCHASE	7.81	26.2K	204.53K	1.17M
Feb 15, 2024	LLEWELYN LINDA	SALE	9.77	3.26K	31.85K	64.79K
Jan 16, 2024	LLEWELYN LINDA	SALE	10.83	3.16K	34.25K	68.05K
Dec 15, 2023	LLEWELYN LINDA	SALE	8.83	3.16K	27.92K	71.21K
Dec 06, 2023	ALGER JASON	SALE	7.55	2.18K	16.44K	51.93K
Nov 15, 2023	LLEWELYN LINDA	SALE	8.25	1.2K	9.87K	78.54K
Oct 16, 2023	LLEWELYN LINDA	SALE	8.33	1.16K	9.67K	79.73K
Sep 15, 2023	LLEWELYN LINDA	SALE	11.01	1.16K	12.77K	80.89K
Sep 06, 2023	ALGER JASON	SALE	11.65	2.2K	25.6K	56.94K
Sep 06, 2023	LANDRY BENJAMIN	SALE	11.52	1.16K	13.33K	28.19K
Aug 22, 2023	LLEWELYN LINDA	SALE	11.90	737	8.77K	83.54K
Jul 07, 2023	LANDRY BENJAMIN	SALE	11.14	1.18K	13.13K	29.84K
Jun 06, 2023	ALGER JASON	SALE	11.84	2.37K	28.06K	60.07K
Jun 06, 2023	LANDRY BENJAMIN	SALE	11.84	1.08K	12.76K	29.84K
Jun 05, 2023	HUNT BRYAN TRUMAN	SALE	12.00	650	7.8K	238.67K
May 12, 2023	BURTON DANIEL D.	PURCHASE	10.19	49.05K	499.59K	919.42K
Mar 03, 2023	ALGER JASON	SALE	14.23	2.97K	42.23K	55.32K
Mar 03, 2023	HUNT BRYAN TRUMAN	SALE	14.34	760	10.9K	232.83K
Feb 15, 2023	LLEWELYN LINDA	SALE	13.82	662	9.15K	49.05K
Jan 18, 2023	HUNT BRYAN TRUMAN	SALE	12.53	2.35K	29.5K	136.94K
Jan 17, 2023	HUNT BRYAN TRUMAN	SALE	12.00	2.06K	24.66K	139.29K
Jan 17, 2023	LLEWELYN LINDA	SALE	12.12	642	7.78K	49.71K
Dec 15, 2022	LLEWELYN LINDA	SALE	11.00	642	7.06K	50.35K
Dec 06, 2022	ALGER JASON	SALE	10.39	259	2.69K	33.76K
Nov 15, 2022	LLEWELYN LINDA	SALE	10.82	669	7.24K	54.55K
Nov 11, 2022	BURTON DANIEL D.	PURCHASE	10.14	197.08K	2M	900.14K
Oct 18, 2022	LLEWELYN LINDA	SALE	9.53	648	6.18K	55.22K
Sep 15, 2022	LLEWELYN LINDA	SALE	10.99	648	7.12K	55.87K
Sep 08, 2022	BURTON DANIEL D.	PURCHASE	10.99	90.75K	996.97K	703.06K
Sep 06, 2022	ALGER JASON	SALE	11.28	262	2.96K	36.52K
Sep 06, 2022	ORENSTEIN DANIEL H.	SALE	11.27	2.84K	31.98K	99.61K
Aug 18, 2022	GALLAGHER DUNCAN	PURCHASE	11.69	8.4K	98.2K	28.81K
Aug 15, 2022	LLEWELYN LINDA	SALE	13.14	668	8.78K	57.36K
Aug 09, 2022	BURTON DANIEL D.	PURCHASE	11.62	176.52K	2.05M	619.67K
Jul 15, 2022	LLEWELYN LINDA	SALE	16.06	648	10.41K	58.03K
Jun 15, 2022	LLEWELYN LINDA	SALE	12.20	648	7.91K	58.68K
Jun 06, 2022	ORENSTEIN DANIEL H.	SALE	14.85	2.84K	42.14K	103.67K
Jun 06, 2022	ALGER JASON	SALE	14.95	261	3.9K	37.35K
May 16, 2022	LLEWELYN LINDA	SALE	15.87	1.86K	29.52K	60.17K
Apr 18, 2022	LLEWELYN LINDA	SALE	23.21	200	4.64K	62.03K
Apr 12, 2022	HORSTMEIER PAUL	SALE	25.16	5.21K	131.05K	180.32K
Mar 15, 2022	LLEWELYN LINDA	SALE	21.08	2.04K	42.98K	64.07K
Mar 09, 2022	HORSTMEIER PAUL	SALE	26.02	201	5.23K	177.83K
Mar 07, 2022	ALGER JASON	SALE	25.14	461	11.59K	38.18K
Mar 03, 2022	ORENSTEIN DANIEL H.	SALE	26.82	4.11K	110.27K	102.73K
Mar 03, 2022	LLEWELYN LINDA	SALE	26.89	218	5.86K	66.11K
Feb 07, 2022	HORSTMEIER PAUL	SALE	29.38	3.48K	102.15K	96.7K
Feb 01, 2022	LLEWELYN LINDA	SALE	30.00	1.1K	33K	30.88K
Jan 05, 2022	HORSTMEIER PAUL	SALE	38.04	1.5K	56.9K	96.7K
Jan 04, 2022	LLEWELYN LINDA	SALE	40.23	3.23K	130.1K	30.88K
Jan 03, 2022	HINTON BRYAN RICHARD	SALE	39.76	106	4.21K	9.38K
Dec 27, 2021	HINTON BRYAN RICHARD	SALE	39.56	260	10.29K	9.38K
Dec 07, 2021	BURTON DANIEL D.	SALE	40.47	15.53K	628.49K	236.91K
Dec 07, 2021	HORSTMEIER PAUL	SALE	40.61	400	16.24K	90.64K
Dec 06, 2021	ALGER JASON	SALE	38.83	644	25.01K	13.21K
Dec 06, 2021	ORENSTEIN DANIEL H.	SALE	38.60	3.53K	136.38K	66.8K
Dec 06, 2021	BURTON DANIEL D.	SALE	40.06	21.97K	880.24K	236.91K
Dec 06, 2021	HORSTMEIER PAUL	SALE	39.89	2.79K	111.25K	93.12K
Dec 06, 2021	LLEWELYN LINDA	SALE	37.61	743	27.95K	30.97K
Dec 06, 2021	HINTON BRYAN RICHARD	SALE	38.64	5.06K	195.4K	9.38K
Dec 03, 2021	HINTON BRYAN RICHARD	SALE	42.87	105	4.5K	15.83K
Dec 03, 2021	ORENSTEIN DANIEL H.	SALE	42.87	2.5K	107.18K	71.43K
Dec 03, 2021	BURTON DANIEL D.	SALE	42.13	200	8.43K	241.87K
Dec 03, 2021	LLEWELYN LINDA	SALE	42.87	1.1K	47.16K	31.71K
Nov 26, 2021	HINTON BRYAN RICHARD	SALE	44.10	260	11.47K	18.75K
Nov 12, 2021	HUNT BRYAN TRUMAN	SALE	49.40	957	47.28K	61.27K
Nov 05, 2021	HORSTMEIER PAUL	SALE	51.67	8.13K	419.91K	111.06K
Nov 03, 2021	HINTON BRYAN RICHARD	SALE	52.62	106	5.58K	18.75K
Nov 01, 2021	LLEWELYN LINDA	SALE	54.08	600	32.45K	34.55K
Nov 01, 2021	ORENSTEIN DANIEL H.	SALE	54.07	141	7.62K	75.55K
Oct 25, 2021	HINTON BRYAN RICHARD	SALE	50.66	260	13.17K	18.75K
Oct 05, 2021	HORSTMEIER PAUL	SALE	48.02	9.75K	468.17K	109.44K
Oct 04, 2021	HINTON BRYAN RICHARD	SALE	49.00	106	5.19K	18.75K
Oct 01, 2021	ORENSTEIN DANIEL H.	SALE	49.21	2.5K	123.01K	75.55K
Oct 01, 2021	LLEWELYN LINDA	SALE	50.01	1.06K	52.96K	36.75K
Sep 27, 2021	HINTON BRYAN RICHARD	SALE	53.41	260	13.89K	18.75K
Sep 13, 2021	NELLI JAMES PATRICK JR.	SALE	54.83	24.75K	1.36M	131.73K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES75.42K2

NET SHARES-75.42K2

SHARES HELD173.57K2

% NET SHARES-143.45%0%

HCAT Stock Ownership Breakdown

Health Catalyst

Stock Outstanding Shares

Market Insider

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Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

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Stock Outstanding Shares

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Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions