How many institutions own HELE 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 HELE shares is 300, representing 105.99% of the company's common stock.

Who are the major shareholders selling Helen of Troy Limited stock?

SYSTEMATIC FINANCIAL MANAGEMENT LP, in the last quarter, reduced its stake in HELE by -0.64% restricting it's holding to 381.65 thousand shares of worth nearly $8.11M. STATE STREET CORP also lessened -45.61% of the HELE shares from its portfolio, reducing its holding to 488.52 thousand shares of worth $10.38M. GOLDMAN SACHS GROUP INC also shunned HELE shares holding by -24.13% last quarter which brought its holding to 511.63 thousand shares worth $10.87M.

Investors who are buying HELE stock?

As per its latest 13F filing, MORGAN STANLEY increased its stake in HELE by 16.28% in the last quarter. The institutional holder raised its holding to 374.57 thousand shares having worth more than $7.96M. GEODE CAPITAL MANAGEMENT, LLC also added 10.01% more shares of HELE to its portfolio, raising its holding to 557.23 thousand shares of worth $11.84M. PARADIGM CAPITAL MANAGEMENT INC/NY also increased its HELE shares holding by 100% which brought its holding to 564.2 thousand shares worth $11.99M.

HELE's major insiders: who are they?

The insider with the most stakes in HELE is Grass Brian , Chief Executive Officer at the company. Additionally, HELE stock is highly held by Chief Financial Officer SCHEUERMAN TRACY and Chief Legal Officer JUDGE TESSA among others.

Did an insider recently sell HELE stock?

Company executives, directors, and other insiders own 1.34% percent of Helen of Troy Limited's stock. Within the last six months, there have been 0 transaction(s) in which HELE insiders have sold stock, totaling 0 shares. Insiders that have sold shares include GRASS BRIAN, ABROMOVITZ GARY B, and MININBERG JULIEN.

Which insider recently purchased HELE stock?

There have been 0 transaction(s) during the past 6-months in which Helen of Troy Limited insiders have bought stock, totalling 0 shares

How much of HELE does insiders own?

Around 0 Helen of Troy Limited shares are held by insiders, which represents about 1.34% of HELE stock.

Who is the insider with the largest stake?

HELE Chief Executive Officer, Grass Brian holds the largest portfolio of the company's shares. HELE shares owned by Grass total nearly 135.93 thousand.

Which institution holds the most shares in HELE?

MORGAN STANLEY is the largest institutional owner in HELE which holds 374.57 thousand shares worth $7.96M or 1.63% of the total HELE shares outstanding followed by SYSTEMATIC FINANCIAL MANAGEMENT LP with ownership of 381.65 thousand shares representing 1.66% of the HELE ownership. STATE STREET CORP is the third largest stakeholder with 488.52 thousand shares or 2.12% of the ownership worth more than $10.38M.

Is Helen of Troy Limited 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 HELE is concerned, it is a stock which is optionable.

Is there a short position on HELE's shares?

Number of HELE shares short is 3.01M. 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 HELE shares are there?

As of today, 22.96M shares of HELE are outstanding.

Is there many float in HELE 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, HELE has 22.49M shares in float.

HELE 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 HELE is 2.29.

Helen of Troy (HELE) 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 Shares13.12

Short Percent Of Float21.33

Shares Outstanding22.96M

Shares Float22.49M

Shares Short3.01M

Short Ratio2.29

21.33%

Short % of Float

13.12%

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

1.34% Percentage of Shares held by All Insiders

105.99% Percentage of Shares held by All Institutions

107.43% Percentage of Float held by Institutions

300

Number of Institutions Holding Shares

Institutional Ownership

About 105.99% of HELE shares are held by financial institutions. MORGAN STANLEY is the top corporate investor, holding 374.57K shares valued at $7.96M. A 1.63% stake in Helen of Troy Limited is owned by the company. SYSTEMATIC FINANCIAL MANAGEMENT LP owns 381.65K shares valued at $8.11M, which translates its holding of 1.66% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	MORGAN STANLEY	1.63%	374.57K	7.96M	52.44K	+16.28%
Dec 31, 2025	SYSTEMATIC FINANCIAL MANAGEMENT LP	1.66%	381.65K	8.11M	-2.45K	-0.64%
Dec 31, 2025	STATE STREET CORP	2.12%	488.52K	10.38M	-409.61K	-45.61%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	2.22%	511.63K	10.87M	-162.71K	-24.13%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.42%	557.23K	11.84M	50.71K	+10.01%
Dec 31, 2025	PARADIGM CAPITAL MANAGEMENT INC/NY	2.45%	564.2K	11.99M	564.2K	+100.00%
Dec 31, 2025	UBS GROUP AG	2.68%	616.99K	13.11M	490.03K	+385.97%
Dec 31, 2025	RWWM, INC.	2.74%	632.14K	13.43M	116.96K	+22.70%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.04%	700.6K	14.89M	-253.77K	-26.59%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.83%	881.34K	18.73M	175.7K	+24.90%
Dec 31, 2025	PZENA INVESTMENT MANAGEMENT LLC	4.11%	947.57K	20.14M	-63.19K	-6.25%
Dec 31, 2025	VANGUARD GROUP INC	6.63%	1.53M	32.45M	-614.77K	-28.70%
Dec 31, 2025	BLACKROCK, INC.	7.65%	1.76M	37.43M	-1.68M	-48.81%
Dec 31, 2025	NUVEEN, LLC	0.24%	56.22K	1.19M	-16.63K	-22.83%
Dec 31, 2025	SUMMERHAVEN INVESTMENT MANAGEMENT, LLC	0.15%	35.49K	754.1K	0	0
Dec 31, 2025	SKOPOS LABS, INC.	0.16%	35.8K	755.3K	35.8K	+100.00%
Dec 31, 2025	WALLEYE CAPITAL LLC	0.18%	40.6K	862.75K	-21.9K	-35.04%
Dec 31, 2025	JUMP FINANCIAL, LLC	0.18%	41.86K	889.46K	-40.17K	-48.97%
Dec 31, 2025	SEI INVESTMENTS CO	0.19%	44.35K	942.29K	31.77K	+252.50%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.21%	47.43K	1.01M	-94.19K	-66.51%
Dec 31, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.22%	50.54K	1.07M	6.55K	+14.89%
Dec 31, 2025	WALLEYE TRADING LLC	0.22%	51.4K	1.09M	19.3K	+60.12%
Dec 31, 2025	PINNACLE HOLDINGS, LLC	0.3%	67.99K	1.44M	67.99K	+100.00%
Dec 31, 2025	LSV ASSET MANAGEMENT	0.32%	73.09K	1.55M	-3.8K	-4.94%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.35%	81.03K	1.72M	-81.04K	-50.00%
Dec 31, 2025	CAPITAL FUND MANAGEMENT S.A.	0.41%	94.74K	2.01M	48.58K	+105.22%
Dec 31, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.41%	94.88K	2.02M	94.88K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.3%	68.1K	1.45M	25.36K	+59.33%
Dec 31, 2025	RHUMBLINE ADVISERS	0.13%	31K	658.72K	-43.58K	-58.43%
Dec 31, 2025	CITIGROUP INC	0.14%	32.37K	687.8K	8.57K	+35.98%
Dec 31, 2025	QUANTBOT TECHNOLOGIES LP	0.14%	32.59K	692.47K	16.52K	+102.79%
Dec 31, 2025	Y-INTERCEPT (HONG KONG) LTD	0.46%	106.05K	2.25M	106.05K	+100.00%
Dec 31, 2025	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	0.48%	110.29K	2.34M	110.29K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.6%	137.34K	2.92M	-39.81K	-22.47%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.63%	144.74K	3.08M	10.27K	+7.64%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.64%	148.39K	3.15M	123.35K	+492.56%
Dec 31, 2025	MARSHALL WACE, LLP	0.68%	156.09K	3.32M	156.09K	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.72%	164.96K	3.51M	-30.69K	-15.69%
Dec 31, 2025	JPMORGAN CHASE & CO	0.79%	182.13K	3.87M	-60.05K	-24.80%
Dec 31, 2025	RUBRIC CAPITAL MANAGEMENT LP	1.12%	256.94K	5.46M	256.94K	+100.00%
Dec 31, 2025	IMC-CHICAGO, LLC	0.14%	33.24K	706.44K	8.52K	+34.45%
Dec 31, 2025	CLARK ESTATES INC/NY	0.15%	34.2K	726.75K	0	0
Dec 31, 2025	EARNEST PARTNERS LLC	1.14%	262.63K	5.58M	-49.03K	-15.73%
Dec 31, 2025	CAPITAL INTERNATIONAL INVESTORS	1.17%	269.6K	5.73M	0	0
Dec 31, 2025	FEDERATED HERMES, INC.	1.19%	273.89K	5.82M	86.74K	+46.35%
Dec 31, 2025	JANE STREET GROUP, LLC	0.52%	120.9K	2.57M	82.4K	+214.03%
Dec 31, 2025	BARCLAYS PLC	0.5%	114.55K	2.43M	81.87K	+250.57%
Sep 30, 2025	INVESCO LTD.	0.76%	175.42K	4.42M	29.76K	+20.43%
Sep 30, 2025	WOLVERINE TRADING, LLC	0.41%	94.1K	2.42M	31.2K	+49.60%
Sep 30, 2025	ROYAL BANK OF CANADA	0.42%	95.85K	2.42M	49.1K	+105.04%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.52%	119.5K	3.01M	38K	+46.63%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.55%	127.17K	3.2M	59.29K	+87.34%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.59%	134.47K	3.39M	37.05K	+38.03%
Sep 30, 2025	CITADEL ADVISORS LLC	0.6%	138K	3.48M	41K	+42.27%
Sep 30, 2025	PACER ADVISORS, INC.	0.9%	207.67K	5.23M	207.67K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	1.05%	242.17K	6.1M	230.42K	+1,961.39%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.63%	144.16K	3.63M	144.16K	+100.00%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.71%	162.07K	4.08M	-5.99K	-3.57%
Sep 30, 2025	FEDERATED HERMES, INC.	0.82%	187.15K	4.72M	-184.9K	-49.70%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.16%	954.38K	24.05M	-84.16K	-8.10%
Sep 30, 2025	DEUTSCHE BANK AG\	0.1%	22.22K	559.94K	2.24K	+11.21%
Sep 30, 2025	SEMANTEON CAPITAL MANAGEMENT, LP	0.1%	22.85K	575.92K	22.85K	+100.00%
Sep 30, 2025	CITIGROUP INC	0.1%	23.8K	599.81K	1.23K	+5.44%
Sep 30, 2025	IMC-CHICAGO, LLC	0.11%	24.73K	623.07K	8.88K	+56.08%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.13%	30.6K	771.02K	30.6K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.14%	32.68K	823.41K	-10.12K	-23.65%
Sep 30, 2025	CLARK ESTATES INC/NY	0.15%	34.2K	861.84K	0	0
Sep 30, 2025	SUMMERHAVEN INVESTMENT MANAGEMENT, LLC	0.15%	35.49K	894.27K	35.49K	+100.00%
Sep 30, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.19%	43.99K	1.11M	19.38K	+78.72%
Sep 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.19%	44.45K	1.12M	44.45K	+100.00%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	44.5K	1.12M	900	+2.06%
Sep 30, 2025	CAPITAL FUND MANAGEMENT S.A.	0.17%	39.4K	992.88K	7.9K	+25.08%
Sep 30, 2025	LPL FINANCIAL LLC	0.23%	52.5K	1.32M	-24.1K	-31.46%
Sep 30, 2025	SEVEN SIX CAPITAL MANAGEMENT, LLC	0.24%	54.7K	1.38M	54.7K	+100.00%
Sep 30, 2025	VILLANOVA INVESTMENT MANAGEMENT CO LLC	0.23%	53.85K	1.36M	23.6K	+78.03%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.25%	57.06K	1.44M	3.26K	+6.06%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.26%	60.05K	1.51M	-1.36K	-2.22%
Sep 30, 2025	VANGUARD GROUP INC	9.33%	2.14M	53.97M	-465.04K	-17.84%
Sep 30, 2025	BLACKROCK, INC.	14.99%	3.44M	86.71M	-45.06K	-1.29%
Sep 30, 2025	JANE STREET GROUP, LLC	0.63%	144.6K	3.64M	131.5K	+1,003.82%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	1.83%	421.08K	10.61M	158.4K	+60.30%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.09%	478.82K	12.07M	-159.72K	-25.01%
Sep 30, 2025	PZENA INVESTMENT MANAGEMENT LLC	4.4%	1.01M	25.47M	25.43K	+2.58%
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.96%	219.33K	5.53M	-12.53K	-5.40%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	1.17%	269.6K	6.79M	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.85%	195.66K	4.93M	58.21K	+42.36%
Sep 30, 2025	EARNEST PARTNERS LLC	1.36%	311.67K	7.85M	-460K	-59.61%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.27%	62.1K	1.56M	-35.07K	-36.09%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.27%	62.18K	1.57M	4.91K	+8.58%
Sep 30, 2025	WALLEYE CAPITAL LLC	0.27%	62.5K	1.58M	33.1K	+112.59%
Sep 30, 2025	PEAK6 LLC	0.32%	72.7K	1.83M	11.1K	+18.02%
Sep 30, 2025	NUVEEN, LLC	0.32%	72.86K	1.84M	-4.91K	-6.31%
Sep 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.32%	73.77K	1.86M	4.37K	+6.30%
Sep 30, 2025	RHUMBLINE ADVISERS	0.32%	74.58K	1.88M	1.07K	+1.45%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.33%	76.89K	1.94M	0	0
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.35%	80.29K	2.02M	3.14K	+4.07%
Sep 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.36%	81.84K	2.06M	43.64K	+114.22%
Sep 30, 2025	M&G PLC	1.44%	330.31K	8.26M	10.62K	+3.32%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.47%	338.14K	8.52M	65.12K	+23.85%
Sep 30, 2025	SYSTEMATIC FINANCIAL MANAGEMENT LP	1.67%	384.09K	9.68M	142.96K	+59.28%
Sep 30, 2025	CASTLEKNIGHT MANAGEMENT LP	2.14%	491.9K	12.4M	52.4K	+11.92%
Sep 30, 2025	INVENOMIC CAPITAL MANAGEMENT LP	2.42%	554.99K	13.99M	226.26K	+68.83%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	2.87%	658.93K	16.6M	208.85K	+46.40%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.94%	674.34K	16.99M	332.42K	+97.22%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.25%	747.22K	18.83M	458.98K	+159.23%
Sep 30, 2025	STATE STREET CORP	3.91%	898.12K	22.63M	-4.67K	-0.52%
Sep 30, 2025	COUNTERPOINT MUTUAL FUNDS LLC	0.55%	125.42K	3.16M	112.65K	+882.58%
Sep 30, 2025	UBS GROUP AG	0.55%	126.96K	3.2M	29.13K	+29.77%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.62%	141.62K	3.57M	3.51K	+2.54%
Sep 30, 2025	D. E. SHAW & CO., INC.	1.22%	280.4K	7.07M	160.1K	+133.08%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.77%	177.16K	4.46M	69.47K	+64.51%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.78%	178.62K	4.5M	-136.9K	-43.39%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.81%	185.79K	4.68M	185.79K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.99%	226.82K	5.72M	-11.85K	-4.96%
Sep 30, 2025	MORGAN STANLEY	1.4%	322.13K	8.12M	-803	-0.25%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.21%	506.52K	12.77M	-50.85K	-9.12%
Sep 30, 2025	RWWM, INC.	2.24%	515.18K	12.98M	322.32K	+167.12%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.36%	82.03K	2.07M	82.03K	+100.00%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.39%	89.58K	2.26M	11.71K	+15.03%
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	1.57%	359.69K	9.06M	15.73K	+4.57%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.07%	705.65K	17.78M	100.54K	+16.62%
Jun 30, 2025	WOLVERINE TRADING, LLC	0.08%	19.3K	546.96K	6.4K	+49.61%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.12%	26.38K	748.59K	11.84K	+81.42%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	1.18%	269.6K	7.65M	0	0
Jun 30, 2025	BLACKROCK, INC.	15.19%	3.49M	98.93M	-15.16K	-0.43%
Jun 30, 2025	CASTLEKNIGHT MANAGEMENT LP	1.92%	439.5K	12.47M	439.5K	+100.00%
Jun 30, 2025	INVENOMIC CAPITAL MANAGEMENT LP	1.43%	328.72K	9.33M	89.93K	+37.66%
Jun 30, 2025	M&G PLC	1.39%	319.69K	8.95M	319.69K	+100.00%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	1.01%	231.85K	6.58M	231.85K	+100.00%
Jun 30, 2025	INVESCO LTD.	0.63%	145.66K	4.13M	43.01K	+41.89%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.34%	77.88K	2.21M	5.35K	+7.38%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.3%	68.37K	1.94M	68.37K	+100.00%
Jun 30, 2025	HANCOCK WHITNEY CORP	0.06%	12.89K	365.76K	12.89K	+100.00%
Jun 30, 2025	MARSHALL WACE, LLP	0.48%	109.51K	3.11M	40.18K	+57.95%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.42%	97.42K	2.76M	15.79K	+19.34%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.42%	97.17K	2.76M	22.86K	+30.77%
Jun 30, 2025	RHUMBLINE ADVISERS	0.32%	73.51K	2.09M	1.37K	+1.89%
Jun 30, 2025	NORTHERN TRUST CORP	1.04%	238.67K	6.77M	-25.11K	-9.52%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.6%	137.44K	3.9M	-12.18K	-8.14%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.47%	107.68K	3.06M	-4.5K	-4.01%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.52%	120.3K	3.41B	71K	+144.02%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.38%	315.52K	8.8B	206.01K	+188.12%
Jun 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.3%	69.4K	1.97M	20.25K	+41.19%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.25%	57.27K	1.63M	2.5K	+4.57%
Jun 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.17%	38.21K	1.08M	38.21K	+100.00%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.15%	35.11K	996.48K	13.68K	+63.86%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.15%	35.02K	993.75K	-23.18K	-39.83%
Jun 30, 2025	CLARK ESTATES INC/NY	0.15%	34.2K	970.6K	0	0
Jun 30, 2025		0.34%	77.77K	2.21M	-10.71K	-12.10%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.13%	29.4K	834.37K	27.6K	+1,533.33%
Jun 30, 2025	GRAHAM CAPITAL MANAGEMENT, L.P.	0.13%	30.27K	859.09K	12.18K	+67.30%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.12%	27.2K	771.79K	27.2K	+100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.12%	26.76K	759.48M	0	0
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	21.36K	606.2M	0	0
Jun 30, 2025	COUNTERPOINT MUTUAL FUNDS LLC	0.06%	12.76K	362.24M	12.76K	+100.00%
Jun 30, 2025	BAYESIAN CAPITAL MANAGEMENT, LP	0.06%	12.69K	360.23K	12.69K	+100.00%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.06%	12.64K	358.7K	-684	-5.13%
Jun 30, 2025	WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC	0.05%	11.8K	334.88K	0	0
Jun 30, 2025	ILLINOIS MUNICIPAL RETIREMENT FUND	0.05%	11.69K	331.71K	-669	-5.41%
Jun 30, 2025	BLUESHIFT ASSET MANAGEMENT, LLC	0.05%	11.05K	313.49K	11.05K	+100.00%
Jun 30, 2025	LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM	0.05%	10.7K	303.67K	-100	-0.93%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	1.5%	343.96K	9.76M	11.26K	+3.38%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.26%	288.24K	8.18M	8.62K	+3.08%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.19%	273.02K	7.75M	48.86K	+21.80%
Jun 30, 2025	SYSTEMATIC FINANCIAL MANAGEMENT LP	1.05%	241.14K	6.84M	6.47K	+2.76%
Jun 30, 2025	UBS GROUP AG	0.43%	97.83K	2.78M	-38.05K	-28.00%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.42%	95.64K	2.71M	43.14K	+82.17%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.4%	92.91K	2.64M	-37.51K	-28.76%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.36%	81.5K	2.31M	-17.3K	-17.51%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	1.14%	262.68K	7.45M	709	+0.27%
Jun 30, 2025	RWWM, INC.	0.84%	192.86K	5.47M	192.86K	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.73%	168.06K	4.77M	1.41K	+0.84%
Jun 30, 2025	SG AMERICAS SECURITIES, LLC	0.69%	158.42K	4.5M	145.07K	+1,086.57%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.6%	138.11K	3.92M	3.42K	+2.54%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.35%	81.05K	2.3M	74.63K	+1,162.31%
Jun 30, 2025	LPL FINANCIAL LLC	0.33%	76.6K	2.17M	-955	-1.23%
Jun 30, 2025	PZENA INVESTMENT MANAGEMENT LLC	4.29%	985.33K	27.96M	229.1K	+30.30%
Jun 30, 2025	EARNEST PARTNERS LLC	3.36%	771.67K	21.9M	-9.27K	-1.19%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.41%	92.98K	2.64M	69.38K	+293.95%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.34%	77.14K	2.19M	8.1K	+11.73%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.34%	76.89K	2.18M	7.48K	+10.78%
Jun 30, 2025	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.31%	71.56K	2.03M	-5.5K	-7.14%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.08%	18.85K	535.02K	-294	-1.54%
Jun 30, 2025	IMC-CHICAGO, LLC	0.07%	15.84K	449.57K	15.84K	+100.00%
Jun 30, 2025	ROYCE & ASSOCIATES LP	0.06%	14.33K	406.77K	0	0
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.06%	13.86K	393.23K	13.86K	+100.00%
Jun 30, 2025	INSPIRE INVESTING, LLC	0.06%	13.8K	391.56K	7.33K	+113.44%
Jun 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.06%	13.7K	388.81K	13.7K	+100.00%
Jun 30, 2025	FMR LLC	11.28%	2.59M	73.48M	1.69K	+0.07%
Jun 30, 2025	MORGAN STANLEY	1.41%	322.93K	9.16B	47.47K	+17.23%
Jun 30, 2025	PEAK6 LLC	0.27%	61.6K	1.75M	61.2K	+15,300.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.2%	46.75K	1.33M	39.65K	+558.27%
Jun 30, 2025	QSV EQUITY INVESTORS LLC	0.11%	25.14K	713.53K	5.64K	+28.89%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.11%	24.92K	707.34K	24.92K	+100.00%
Jun 30, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.11%	24.61K	698.49K	13.13K	+114.33%
Jun 30, 2025	CERITY PARTNERS LLC	0.08%	18.8K	533.49K	18.8K	+100.00%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.07%	17.1K	485.3K	6K	+54.05%
Jun 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.07%	16.97K	481.52K	16.97K	+100.00%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.07%	16.96K	481.18K	-143.84K	-89.46%
Jun 30, 2025	VANGUARD GROUP INC	11.36%	2.61M	73.98M	8.43K	+0.32%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.53%	1.04M	29.47M	13.29K	+1.30%
Jun 30, 2025	STATE STREET CORP	3.93%	902.79K	25.62M	-4.81K	-0.53%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.78%	638.54K	18.12M	-25.55K	-3.85%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.64%	605.1K	17.17M	84.68K	+16.27%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.43%	557.37K	15.82M	-3.46K	-0.62%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.96%	450.08K	12.77M	306.71K	+213.93%
Jun 30, 2025	FEDERATED HERMES, INC.	1.62%	372.05K	10.56M	186.43K	+100.44%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.49%	341.92K	9.7B	133.17K	+63.80%
Jun 30, 2025	CITADEL ADVISORS LLC	0.4%	90.9K	2.58B	-3.8K	-4.01%
Jun 30, 2025	NUVEEN, LLC	0.34%	77.77K	2.21M	-10.71K	-12.10%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.97%	224.16K	11.99M	15.97K	+7.67%
Mar 31, 2025	ARMISTICE CAPITAL, LLC	1.61%	371K	19.84M	371K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.34%	77.55K	4.15M	31.33K	+67.77%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.35%	81.63K	4.37M	9.26K	+12.80%
Mar 31, 2025		0.38%	88.47K	4.73M	88.47K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.41%	94.7K	5.07M	-19.4K	-17.00%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.42%	97.15K	5.2M	85.24K	+715.82%
Mar 31, 2025	INVESCO LTD.	0.45%	102.66K	5.49M	11.21K	+12.26%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.57%	130.42K	6.98M	130.42K	+100.00%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.59%	134.69K	7.2M	3.38K	+2.58%
Mar 31, 2025	UBS GROUP AG	0.59%	135.88K	7.27M	-66.4K	-32.83%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.91%	208.74K	11.17M	-28.97K	-12.19%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.26%	520.42K	27.84M	38.27K	+7.94%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.38%	88.18K	4.72M	52.33K	+145.99%
Mar 31, 2025	FEDERATED HERMES, INC.	0.81%	185.62K	9.93M	180.2K	+3,325.28%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.44%	560.83K	30.01M	26.26K	+4.91%
Mar 31, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.84%	423.91K	22.67M	-16.94K	-3.84%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	2.2%	507.34K	27.14M	-139.41K	-21.56%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.89%	664.09K	35.52M	299.91K	+82.35%
Mar 31, 2025	FMR LLC	11.24%	2.59M	138.4M	-92.51K	-3.45%
Mar 31, 2025	BLACKROCK, INC.	15.21%	3.5M	187.28M	-135.86K	-3.74%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.46%	1.03M	54.84M	-59.18K	-5.46%
Mar 31, 2025	SYSTEMATIC FINANCIAL MANAGEMENT LP	1.02%	234.67K	12.55M	-2.14K	-0.90%
Mar 31, 2025	PZENA INVESTMENT MANAGEMENT LLC	3.29%	756.23K	40.45M	50.52K	+7.16%
Mar 31, 2025	EARNEST PARTNERS LLC	3.39%	780.94K	41.77M	23.6K	+3.12%
Mar 31, 2025	ANCORA ADVISORS, LLC	0.35%	81.65K	4.37M	29.25K	+55.82%
Mar 31, 2025	CLEARLINE CAPITAL LP	0.36%	82.77K	4.43M	-27.39K	-24.86%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.43%	98.8K	5.28M	-31.1K	-23.94%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.48%	109.51K	5.81M	-85.28K	-43.78%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.49%	112.19K	6M	19.34K	+20.83%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.03%	236.68K	12.66M	2.63K	+1.13%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.62%	143.37K	7.67M	32.22K	+28.98%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.65%	149.63K	8M	25.71K	+20.75%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.7%	160.8K	8.6M	50.25K	+45.45%
Mar 31, 2025	JPMORGAN CHASE & CO	0.9%	206.26K	11.03M	116.18K	+128.97%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	1.3%	300.19K	16.22M	-2.52K	-0.83%
Mar 31, 2025	STATE STREET CORP	3.94%	907.6K	48.55M	-23.94K	-2.57%
Mar 31, 2025	MEDINA VALUE PARTNERS, LLC	1.67%	383.36K	20.51M	64.89K	+20.38%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	1.14%	261.97K	14.01M	261.97K	+100.00%
Mar 31, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.72%	166.48K	8.91M	-36.84K	-18.12%
Mar 31, 2025	INVENOMIC CAPITAL MANAGEMENT LP	1.04%	238.79K	12.77M	96.81K	+68.18%
Mar 31, 2025	GLENMEDE TRUST CO NA	1.03%	237.56K	12.71M	237.56K	+100.00%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.22%	279.62K	14.96M	39.76K	+16.58%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.89%	205.31K	10.98M	7.11K	+3.59%
Mar 31, 2025	VANGUARD GROUP INC	11.29%	2.6M	138.98M	-27.99K	-1.07%
Mar 31, 2025	NORTHERN TRUST CORP	1.15%	263.78K	14.11M	4.94K	+1.91%
Mar 31, 2025	MORGAN STANLEY	1.2%	275.47K	14.73M	-97.23K	-26.09%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	1.17%	269.6K	14.42M	0	0
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	1.45%	332.71K	17.8M	316.76K	+1,985.55%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.72%	166.65K	8.91M	-182.55K	-52.28%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.17%	40.26K	4.64M	684	+1.73%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.34%	81.14K	9.35M	3.43K	+4.41%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.34%	81.39K	9.38M	-4.54K	-5.28%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.35%	83.22K	9.59M	3.68K	+4.63%
Mar 31, 2024	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	0.38%	89.09K	10.27M	-851	-0.95%
Mar 31, 2024	RHUMBLINE ADVISERS	0.38%	89.24K	10.28M	982	+1.11%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.38%	91.35K	10.53M	1.06K	+1.17%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.42%	98.94K	11.4M	-1.81K	-1.80%
Mar 31, 2024	CITADEL ADVISORS LLC	0.32%	76.56K	8.82M	41.92K	+121.02%
Mar 31, 2024	PEAK6 INVESTMENTS LLC	0.52%	123.1K	14.19M	-3.5K	-2.76%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.83%	196.02K	22.59M	-3.02K	-1.52%
Mar 31, 2024	LORD, ABBETT & CO. LLC	0.83%	197.34K	22.74M	-4.84K	-2.39%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.83%	197.36K	22.74M	15.97K	+8.81%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.98%	232.6K	26.8M	-10.02K	-4.13%
Mar 31, 2024	MAN GROUP PLC	0.98%	233.54K	26.91M	-14.79K	-5.96%
Mar 31, 2024	NORTHERN TRUST CORP	1.15%	273.95K	31.57M	-30.67K	-10.07%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.38%	328.15K	37.82M	-1.22K	-0.37%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.44%	341.41K	39.34M	6.57K	+1.96%
Mar 31, 2024	EARNEST PARTNERS LLC	2.73%	648.52K	74.73M	63.6K	+10.87%
Mar 31, 2024	STATE STREET CORP	3.56%	844.08K	97.27M	9.37K	+1.12%
Mar 31, 2024	JPMORGAN CHASE & CO	3.31%	785.47K	90.52M	8.56K	+1.10%
Mar 31, 2024	COOKE & BIELER LP	7.9%	1.88M	216.36M	-121.25K	-6.07%
Mar 31, 2024	VANGUARD GROUP INC	10.12%	2.4M	277.01M	92	0.00%
Mar 31, 2024	BLACKROCK INC.	11.88%	2.82M	324.96M	-2.21K	-0.08%
Mar 31, 2024	FMR LLC	14.51%	3.45M	397.03M	112.01K	+3.36%
Mar 31, 2024	CARDINAL CAPITAL MANAGEMENT LLC /CT	0.53%	126.22K	14.55M	-16.66K	-11.66%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.62%	146.06K	16.83M	-17.91K	-10.92%
Mar 31, 2024	MORGAN STANLEY	0.72%	169.86K	19.57M	17.78K	+11.69%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	1.52%	360.1K	41.5M	44.76K	+14.19%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	1.75%	415.46K	47.88M	-3.68K	-0.88%
Mar 31, 2024	MACQUARIE GROUP LTD	2.28%	541.47K	62.4M	46.55K	+9.41%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.36%	559.29K	64.46M	20.05K	+3.72%
Mar 31, 2024	CAPITAL WORLD INVESTORS	2.53%	600K	69.14M	-85K	-12.41%
Mar 31, 2024	CREDIT SUISSE AG/	0.14%	32.35K	3.73M	3.23K	+11.10%
Mar 31, 2024	UBS GROUP AG	0.15%	36.41K	4.2M	22.68K	+165.26%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.16%	37.21K	4.29B	-27	-0.07%
Mar 31, 2024	BRIDGEWATER ASSOCIATES, LP	0.16%	38.27K	4.41M	-5.54K	-12.64%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.17%	40.99K	4.72M	3.73K	+10.00%
Mar 31, 2024	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.18%	41.71K	4.81M	4.15K	+11.05%
Mar 31, 2024	CHARTWELL INVESTMENT PARTNERS, LLC	0.27%	64.42K	7.43M	-16.02K	-19.92%
Mar 31, 2024	WALLEYE CAPITAL LLC	0.26%	62.3K	7.18M	1K	+1.63%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.18%	42.97K	4.95M	-740	-1.69%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.19%	44.39K	5.12M	2.79K	+6.71%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	46.8K	5.39M	0	0
Mar 31, 2024	PEREGRINE CAPITAL MANAGEMENT LLC	0.2%	47.24K	5.44M	-2.85K	-5.68%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.21%	49K	5.65M	-360	-0.73%
Mar 31, 2024	MOODY ALDRICH PARTNERS LLC	0.22%	51.52K	5.94M	-1.21K	-2.30%
Mar 31, 2024	SEI INVESTMENTS CO	0.22%	51.8K	5.97B	-13.38K	-20.52%
Mar 31, 2024	INVESCO LTD.	0.22%	52.92K	6.1M	-27.66K	-34.32%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.23%	54.96K	6.33M	-102.13K	-65.02%
Mar 31, 2024	CREATIVE PLANNING	0.24%	56.78K	6.54M	79	+0.14%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.24%	57.11K	6.58M	6.19K	+12.16%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.24%	58.07K	6.69M	58.07K	+100.00%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	0.37%	87.7K	10.11M	32.32K	+58.36%
Mar 31, 2024	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.81%	193.11K	22.25M	32.04K	+19.89%
Mar 31, 2024	GW&K INVESTMENT MANAGEMENT, LLC	0.82%	194.31K	22.39M	-2.19K	-1.12%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.99%	233.95K	26.96M	-23.1K	-8.99%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	0.99%	236.32K	27.23M	38.07K	+19.21%
Mar 31, 2024	SNYDER CAPITAL MANAGEMENT L P	2.85%	677.81K	78.11M	191.64K	+39.42%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	3.87%	920.1K	106.03M	13.21K	+1.46%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	4.43%	1.05M	121.08M	7.89K	+0.76%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	4.57%	1.09M	125.17M	-674.88K	-38.32%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	72.6K	8.37M	-59.1K	-44.87%
Mar 31, 2024	BARCLAYS PLC	0.29%	68.9K	7.94M	-121.9K	-63.89%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	4.39%	1.04M	125.98M	-24.41K	-2.29%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.69%	163.97K	19.81M	-66.29K	-28.79%
Dec 31, 2023	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.68%	161.07K	19.46M	26.33K	+19.54%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.66%	157.08K	18.98M	-809	-0.51%
Dec 31, 2023	MORGAN STANLEY	0.64%	152.08K	18.37M	1.11K	+0.73%
Dec 31, 2023	CITADEL ADVISORS LLC	0.43%	102.3K	12.36M	-90K	-46.80%
Dec 31, 2023	CARDINAL CAPITAL MANAGEMENT LLC /CT	0.6%	142.88K	17.26M	-14.99K	-9.49%
Dec 31, 2023	PEAK6 INVESTMENTS LLC	0.53%	126.6K	15.29M	39.7K	+45.68%
Dec 31, 2023	JANE STREET GROUP, LLC	0.45%	107.27K	12.96M	89.28K	+496.21%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.42%	100.75K	12.17M	1.34K	+1.34%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.38%	90.3K	10.91M	319	+0.35%
Dec 31, 2023	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	0.38%	89.94K	10.87M	83.74K	+1,351.58%
Dec 31, 2023	RHUMBLINE ADVISERS	0.37%	88.26K	10.66M	-2.77K	-3.04%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	7.42%	1.76M	212.75M	114.22K	+6.94%
Dec 31, 2023	COOKE & BIELER LP	8.42%	2M	241.47M	-31.45K	-1.55%
Dec 31, 2023	EARNEST PARTNERS LLC	2.46%	584.92K	70.66M	-25.22K	-4.13%
Dec 31, 2023	CAPITAL WORLD INVESTORS	2.89%	685K	82.75M	-145.5K	-17.52%
Dec 31, 2023	JPMORGAN CHASE & CO	3.27%	776.92K	93.86M	-237.98K	-23.45%
Dec 31, 2023	STATE STREET CORP	3.52%	834.72K	100.84M	9.65K	+1.17%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	3.82%	906.89K	109.56M	-18.02K	-1.95%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.36%	85.92K	10.38M	85.92K	+100.00%
Dec 31, 2023	INVESCO LTD.	0.34%	80.57K	9.73M	3.88K	+5.05%
Dec 31, 2023	CHARTWELL INVESTMENT PARTNERS, LLC	0.34%	80.44K	9.72M	22.83K	+39.63%
Dec 31, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.34%	79.54K	9.61M	28.74K	+56.57%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.33%	77.71K	9.39M	-3.58K	-4.41%
Dec 31, 2023	VANGUARD GROUP INC	10.12%	2.4M	290.38M	-5.03K	-0.21%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.27%	539.24K	65.15M	16.23K	+3.10%
Dec 31, 2023	MACQUARIE GROUP LTD	2.08%	494.92K	59.79M	-4.68K	-0.94%
Dec 31, 2023	SNYDER CAPITAL MANAGEMENT L P	2.05%	486.17K	62.49M	-31.87K	-6.15%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	1.77%	419.14K	50.64M	-72.92K	-14.82%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.41%	334.84K	40.45M	292	+0.09%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.39%	329.38K	39.79M	-9.22K	-2.72%
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	1.33%	315.34K	38.1M	0	0
Dec 31, 2023	NORTHERN TRUST CORP	1.28%	304.62K	36.8M	-25.23K	-7.65%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.08%	257.05K	31.05M	-18.71K	-6.78%
Dec 31, 2023	MAN GROUP PLC	1.05%	248.32K	30M	7.75K	+3.22%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.02%	242.62K	29.31M	3.26K	+1.36%
Dec 31, 2023	NORGES BANK	0.95%	226.64K	27.38M	226.64K	+100.00%
Dec 31, 2023	LORD, ABBETT & CO. LLC	0.85%	202.18K	24.43M	-39.95K	-16.50%
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.84%	199.04K	24.05M	2.11K	+1.07%
Dec 31, 2023	FULLER & THALER ASSET MANAGEMENT, INC.	0.83%	198.24K	23.95M	117	+0.06%
Dec 31, 2023	GW&K INVESTMENT MANAGEMENT, LLC	0.83%	196.51K	23.74M	-15.64K	-7.37%
Dec 31, 2023	BARCLAYS PLC	0.45%	106.28K	12.84M	-117.41K	-52.49%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.76%	181.38K	21.91M	17.12K	+10.42%
Dec 31, 2023	CAPITAL FUND MANAGEMENT S.A.	0.3%	71.05K	8.58M	71.05K	+100.00%
Dec 31, 2023	FMR LLC	14.04%	3.33M	402.69M	265.06K	+8.64%
Dec 31, 2023	BLACKROCK INC.	11.89%	2.82M	340.94M	43.77K	+1.58%

Insiders

Among the HELE insiders holding of 1.34% of the stake in company, GRASS BRIAN, Chief Executive Officer, holds the largest shares of 135.93K. SCHEUERMAN TRACY, Chief Financial Officer, is the second largest HELE insider with ownership of 33.04K shares. JUDGE TESSA, Chief Legal Officer, stands third with possession of 24.81K shares of that stake.

Insiders	Designation	Shares Held
GRASS BRIAN	Chief Executive Officer	135.93K
SCHEUERMAN TRACY	Chief Financial Officer	33.04K
JUDGE TESSA	Chief Legal Officer	24.81K
CARSON VINCENT D	director	10.31K
BUTTERWORTH JOHN B	director	6.34K
ABROMOVITZ GARY B		6.05K
SUSETKA WILLIAM	director	5.25K
MEEKER TIMOTHY F	director	4.93K
WOODY DARREN G	director	2.08K
MININBERG JULIEN	Chief Executive Officer	770
OPPENHEIM RICHARD J	Vice President	756

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jul 16, 2025	JUDGE TESSA	PURCHASE	22.87	435	9.95K	24.81K
Jul 15, 2025	GRASS BRIAN	PURCHASE	21.47	10K	214.7K	135.93K
Jul 15, 2025	SCHEUERMAN TRACY	PURCHASE	20.13	10K	201.3K	33.04K
May 11, 2023	GRASS BRIAN	SALE	95.00	183	17.39K	0
May 05, 2022	ABROMOVITZ GARY B	SALE	209.00	1.04K	216.94K	6.05K
Nov 12, 2021	MININBERG JULIEN	SALE	246.57	30	7.4K	770
Oct 13, 2021	GRASS BRIAN	SALE	221.50	2K	443K	45.54K
Aug 11, 2021	CARSON VINCENT D	SALE	234.83	2.53K	592.95K	10.31K
Aug 10, 2021	MININBERG JULIEN	SALE	236.25	2	472.5	836
Jul 07, 2021	MININBERG JULIEN	SALE	236.58	1	236.58	857
Jul 06, 2021	MININBERG JULIEN	SALE	236.09	7	1.65K	860
Jun 11, 2021	MININBERG JULIEN	SALE	228.97	3	686.91	902
Jun 09, 2021	MININBERG JULIEN	SALE	225.12	13	2.93K	955
Aug 17, 2020	MININBERG JULIEN	SALE	211.53	980	207.3K	109.98K
Aug 14, 2020	MININBERG JULIEN	SALE	210.09	200	42.02K	113.19K
Aug 12, 2020	MININBERG JULIEN	SALE	211.21	960	202.76K	113.39K
Aug 11, 2020	MININBERG JULIEN	SALE	207.19	24	4.97K	116.02K
Aug 10, 2020	CARSON VINCENT D	SALE	203.38	3.59K	730.13K	9.3K
Jul 13, 2020	ABROMOVITZ GARY B	SALE	206.00	2K	412K	6.34K
Jul 13, 2020	GRASS BRIAN	SALE	206.06	4.31K	888.12K	33.01K
Jul 13, 2020	MININBERG JULIEN	SALE	206.75	50	10.34K	116.42K
Jul 13, 2020	MEEKER TIMOTHY F	SALE	207.24	92	19.07K	4.93K
Jul 09, 2020	MININBERG JULIEN	SALE	210.00	122	25.62K	121.06K
Jul 08, 2020	MININBERG JULIEN	SALE	195.00	6.16K	1.2M	132.56K
May 18, 2020	MININBERG JULIEN	SALE	170.75	1.73K	294.89K	138.71K
May 15, 2020	MININBERG JULIEN	SALE	166.23	80	13.3K	144.14K
Sep 18, 2019	GRASS BRIAN	SALE	154.03	7	1.08K	28.56K
Sep 18, 2019	MININBERG JULIEN	SALE	154.03	8	1.23K	119.58K
Jul 12, 2019	CARSON VINCENT D	SALE	144.96	1.5K	217.44K	9.2K
Apr 30, 2019	SUSETKA WILLIAM	SALE	143.77	2K	287.54K	5.25K
Apr 30, 2019	MEEKER TIMOTHY F	SALE	144.00	2.4K	345.6K	6.29K
Nov 01, 2018	ABROMOVITZ GARY B	SALE	125.25	500	62.63K	7.42K
Oct 23, 2018	ABROMOVITZ GARY B	SALE	123.00	640	78.72K	7.92K
Jul 12, 2018	CARSON VINCENT D	SALE	111.28	6.53K	726.77K	13.43K
May 02, 2018	GRASS BRIAN	SALE	90.95	1.2K	109.14K	11.18K
May 02, 2018	ABROMOVITZ GARY B	SALE	90.75	1K	90.75K	8.22K
May 01, 2018	CARSON VINCENT D	SALE	90.00	12.01K	1.08M	0
Oct 23, 2017	MEEKER TIMOTHY F	SALE	94.00	2.5K	235K	7.67K
May 16, 2017	OPPENHEIM RICHARD J	SALE	95.40	1.06K	100.93K	756
May 09, 2017	ABROMOVITZ GARY B	SALE	94.80	300	28.44K	8.44K
May 08, 2017	OPPENHEIM RICHARD J	SALE	95.00	500	47.5K	228
May 17, 2016	OPPENHEIM RICHARD J	SALE	94.57	900	85.11K	81
May 06, 2016	OPPENHEIM RICHARD J	SALE	97.93	500	48.97K	81
May 02, 2016	OPPENHEIM RICHARD J	SALE	99.34	73	7.25K	81
Jan 12, 2016	SUSETKA WILLIAM	SALE	84.90	2K	169.8K	5.86K
Oct 14, 2015	GRASS BRIAN	SALE	99.49	333	33.13K	2.68K
Oct 13, 2015	BUTTERWORTH JOHN B	SALE	102.13	5K	510.65K	6.34K
May 18, 2015	OPPENHEIM RICHARD J	SALE	87.02	750	65.27K	0
May 06, 2015	OPPENHEIM RICHARD J	SALE	87.61	375	32.85K	0
May 04, 2015	OPPENHEIM RICHARD J	SALE	88.96	500	44.48K	0
May 04, 2015	WOODY DARREN G	SALE	87.78	8.2K	719.79K	2.08K
May 01, 2015	OPPENHEIM RICHARD J	SALE	86.26	600	51.76K	0

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares13.12

Short Percent Of Float21.33

Shares Outstanding22.96M

Shares Float22.49M

Shares Short3.01M

Short Ratio2.29

21.33%

Short % of Float

13.12%

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

1.34% Percentage of Shares held by All Insiders

105.99% Percentage of Shares held by All Institutions

107.43% Percentage of Float held by Institutions

300

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	MORGAN STANLEY	1.63%	374.57K	7.96M	52.44K	+16.28%
Dec 31, 2025	SYSTEMATIC FINANCIAL MANAGEMENT LP	1.66%	381.65K	8.11M	-2.45K	-0.64%
Dec 31, 2025	STATE STREET CORP	2.12%	488.52K	10.38M	-409.61K	-45.61%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	2.22%	511.63K	10.87M	-162.71K	-24.13%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.42%	557.23K	11.84M	50.71K	+10.01%
Dec 31, 2025	PARADIGM CAPITAL MANAGEMENT INC/NY	2.45%	564.2K	11.99M	564.2K	+100.00%
Dec 31, 2025	UBS GROUP AG	2.68%	616.99K	13.11M	490.03K	+385.97%
Dec 31, 2025	RWWM, INC.	2.74%	632.14K	13.43M	116.96K	+22.70%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.04%	700.6K	14.89M	-253.77K	-26.59%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.83%	881.34K	18.73M	175.7K	+24.90%
Dec 31, 2025	PZENA INVESTMENT MANAGEMENT LLC	4.11%	947.57K	20.14M	-63.19K	-6.25%
Dec 31, 2025	VANGUARD GROUP INC	6.63%	1.53M	32.45M	-614.77K	-28.70%
Dec 31, 2025	BLACKROCK, INC.	7.65%	1.76M	37.43M	-1.68M	-48.81%
Dec 31, 2025	NUVEEN, LLC	0.24%	56.22K	1.19M	-16.63K	-22.83%
Dec 31, 2025	SUMMERHAVEN INVESTMENT MANAGEMENT, LLC	0.15%	35.49K	754.1K	0	0
Dec 31, 2025	SKOPOS LABS, INC.	0.16%	35.8K	755.3K	35.8K	+100.00%
Dec 31, 2025	WALLEYE CAPITAL LLC	0.18%	40.6K	862.75K	-21.9K	-35.04%
Dec 31, 2025	JUMP FINANCIAL, LLC	0.18%	41.86K	889.46K	-40.17K	-48.97%
Dec 31, 2025	SEI INVESTMENTS CO	0.19%	44.35K	942.29K	31.77K	+252.50%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.21%	47.43K	1.01M	-94.19K	-66.51%
Dec 31, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.22%	50.54K	1.07M	6.55K	+14.89%
Dec 31, 2025	WALLEYE TRADING LLC	0.22%	51.4K	1.09M	19.3K	+60.12%
Dec 31, 2025	PINNACLE HOLDINGS, LLC	0.3%	67.99K	1.44M	67.99K	+100.00%
Dec 31, 2025	LSV ASSET MANAGEMENT	0.32%	73.09K	1.55M	-3.8K	-4.94%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.35%	81.03K	1.72M	-81.04K	-50.00%
Dec 31, 2025	CAPITAL FUND MANAGEMENT S.A.	0.41%	94.74K	2.01M	48.58K	+105.22%
Dec 31, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.41%	94.88K	2.02M	94.88K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.3%	68.1K	1.45M	25.36K	+59.33%
Dec 31, 2025	RHUMBLINE ADVISERS	0.13%	31K	658.72K	-43.58K	-58.43%
Dec 31, 2025	CITIGROUP INC	0.14%	32.37K	687.8K	8.57K	+35.98%
Dec 31, 2025	QUANTBOT TECHNOLOGIES LP	0.14%	32.59K	692.47K	16.52K	+102.79%
Dec 31, 2025	Y-INTERCEPT (HONG KONG) LTD	0.46%	106.05K	2.25M	106.05K	+100.00%
Dec 31, 2025	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	0.48%	110.29K	2.34M	110.29K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.6%	137.34K	2.92M	-39.81K	-22.47%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.63%	144.74K	3.08M	10.27K	+7.64%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.64%	148.39K	3.15M	123.35K	+492.56%
Dec 31, 2025	MARSHALL WACE, LLP	0.68%	156.09K	3.32M	156.09K	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.72%	164.96K	3.51M	-30.69K	-15.69%
Dec 31, 2025	JPMORGAN CHASE & CO	0.79%	182.13K	3.87M	-60.05K	-24.80%
Dec 31, 2025	RUBRIC CAPITAL MANAGEMENT LP	1.12%	256.94K	5.46M	256.94K	+100.00%
Dec 31, 2025	IMC-CHICAGO, LLC	0.14%	33.24K	706.44K	8.52K	+34.45%
Dec 31, 2025	CLARK ESTATES INC/NY	0.15%	34.2K	726.75K	0	0
Dec 31, 2025	EARNEST PARTNERS LLC	1.14%	262.63K	5.58M	-49.03K	-15.73%
Dec 31, 2025	CAPITAL INTERNATIONAL INVESTORS	1.17%	269.6K	5.73M	0	0
Dec 31, 2025	FEDERATED HERMES, INC.	1.19%	273.89K	5.82M	86.74K	+46.35%
Dec 31, 2025	JANE STREET GROUP, LLC	0.52%	120.9K	2.57M	82.4K	+214.03%
Dec 31, 2025	BARCLAYS PLC	0.5%	114.55K	2.43M	81.87K	+250.57%
Sep 30, 2025	INVESCO LTD.	0.76%	175.42K	4.42M	29.76K	+20.43%
Sep 30, 2025	WOLVERINE TRADING, LLC	0.41%	94.1K	2.42M	31.2K	+49.60%
Sep 30, 2025	ROYAL BANK OF CANADA	0.42%	95.85K	2.42M	49.1K	+105.04%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.52%	119.5K	3.01M	38K	+46.63%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.55%	127.17K	3.2M	59.29K	+87.34%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.59%	134.47K	3.39M	37.05K	+38.03%
Sep 30, 2025	CITADEL ADVISORS LLC	0.6%	138K	3.48M	41K	+42.27%
Sep 30, 2025	PACER ADVISORS, INC.	0.9%	207.67K	5.23M	207.67K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	1.05%	242.17K	6.1M	230.42K	+1,961.39%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.63%	144.16K	3.63M	144.16K	+100.00%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.71%	162.07K	4.08M	-5.99K	-3.57%
Sep 30, 2025	FEDERATED HERMES, INC.	0.82%	187.15K	4.72M	-184.9K	-49.70%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.16%	954.38K	24.05M	-84.16K	-8.10%
Sep 30, 2025	DEUTSCHE BANK AG\	0.1%	22.22K	559.94K	2.24K	+11.21%
Sep 30, 2025	SEMANTEON CAPITAL MANAGEMENT, LP	0.1%	22.85K	575.92K	22.85K	+100.00%
Sep 30, 2025	CITIGROUP INC	0.1%	23.8K	599.81K	1.23K	+5.44%
Sep 30, 2025	IMC-CHICAGO, LLC	0.11%	24.73K	623.07K	8.88K	+56.08%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.13%	30.6K	771.02K	30.6K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.14%	32.68K	823.41K	-10.12K	-23.65%
Sep 30, 2025	CLARK ESTATES INC/NY	0.15%	34.2K	861.84K	0	0
Sep 30, 2025	SUMMERHAVEN INVESTMENT MANAGEMENT, LLC	0.15%	35.49K	894.27K	35.49K	+100.00%
Sep 30, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.19%	43.99K	1.11M	19.38K	+78.72%
Sep 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.19%	44.45K	1.12M	44.45K	+100.00%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	44.5K	1.12M	900	+2.06%
Sep 30, 2025	CAPITAL FUND MANAGEMENT S.A.	0.17%	39.4K	992.88K	7.9K	+25.08%
Sep 30, 2025	LPL FINANCIAL LLC	0.23%	52.5K	1.32M	-24.1K	-31.46%
Sep 30, 2025	SEVEN SIX CAPITAL MANAGEMENT, LLC	0.24%	54.7K	1.38M	54.7K	+100.00%
Sep 30, 2025	VILLANOVA INVESTMENT MANAGEMENT CO LLC	0.23%	53.85K	1.36M	23.6K	+78.03%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.25%	57.06K	1.44M	3.26K	+6.06%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.26%	60.05K	1.51M	-1.36K	-2.22%
Sep 30, 2025	VANGUARD GROUP INC	9.33%	2.14M	53.97M	-465.04K	-17.84%
Sep 30, 2025	BLACKROCK, INC.	14.99%	3.44M	86.71M	-45.06K	-1.29%
Sep 30, 2025	JANE STREET GROUP, LLC	0.63%	144.6K	3.64M	131.5K	+1,003.82%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	1.83%	421.08K	10.61M	158.4K	+60.30%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.09%	478.82K	12.07M	-159.72K	-25.01%
Sep 30, 2025	PZENA INVESTMENT MANAGEMENT LLC	4.4%	1.01M	25.47M	25.43K	+2.58%
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.96%	219.33K	5.53M	-12.53K	-5.40%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	1.17%	269.6K	6.79M	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.85%	195.66K	4.93M	58.21K	+42.36%
Sep 30, 2025	EARNEST PARTNERS LLC	1.36%	311.67K	7.85M	-460K	-59.61%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.27%	62.1K	1.56M	-35.07K	-36.09%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.27%	62.18K	1.57M	4.91K	+8.58%
Sep 30, 2025	WALLEYE CAPITAL LLC	0.27%	62.5K	1.58M	33.1K	+112.59%
Sep 30, 2025	PEAK6 LLC	0.32%	72.7K	1.83M	11.1K	+18.02%
Sep 30, 2025	NUVEEN, LLC	0.32%	72.86K	1.84M	-4.91K	-6.31%
Sep 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.32%	73.77K	1.86M	4.37K	+6.30%
Sep 30, 2025	RHUMBLINE ADVISERS	0.32%	74.58K	1.88M	1.07K	+1.45%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.33%	76.89K	1.94M	0	0
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.35%	80.29K	2.02M	3.14K	+4.07%
Sep 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.36%	81.84K	2.06M	43.64K	+114.22%
Sep 30, 2025	M&G PLC	1.44%	330.31K	8.26M	10.62K	+3.32%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.47%	338.14K	8.52M	65.12K	+23.85%
Sep 30, 2025	SYSTEMATIC FINANCIAL MANAGEMENT LP	1.67%	384.09K	9.68M	142.96K	+59.28%
Sep 30, 2025	CASTLEKNIGHT MANAGEMENT LP	2.14%	491.9K	12.4M	52.4K	+11.92%
Sep 30, 2025	INVENOMIC CAPITAL MANAGEMENT LP	2.42%	554.99K	13.99M	226.26K	+68.83%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	2.87%	658.93K	16.6M	208.85K	+46.40%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.94%	674.34K	16.99M	332.42K	+97.22%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.25%	747.22K	18.83M	458.98K	+159.23%
Sep 30, 2025	STATE STREET CORP	3.91%	898.12K	22.63M	-4.67K	-0.52%
Sep 30, 2025	COUNTERPOINT MUTUAL FUNDS LLC	0.55%	125.42K	3.16M	112.65K	+882.58%
Sep 30, 2025	UBS GROUP AG	0.55%	126.96K	3.2M	29.13K	+29.77%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.62%	141.62K	3.57M	3.51K	+2.54%
Sep 30, 2025	D. E. SHAW & CO., INC.	1.22%	280.4K	7.07M	160.1K	+133.08%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.77%	177.16K	4.46M	69.47K	+64.51%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.78%	178.62K	4.5M	-136.9K	-43.39%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.81%	185.79K	4.68M	185.79K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.99%	226.82K	5.72M	-11.85K	-4.96%
Sep 30, 2025	MORGAN STANLEY	1.4%	322.13K	8.12M	-803	-0.25%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.21%	506.52K	12.77M	-50.85K	-9.12%
Sep 30, 2025	RWWM, INC.	2.24%	515.18K	12.98M	322.32K	+167.12%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.36%	82.03K	2.07M	82.03K	+100.00%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.39%	89.58K	2.26M	11.71K	+15.03%
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	1.57%	359.69K	9.06M	15.73K	+4.57%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.07%	705.65K	17.78M	100.54K	+16.62%
Jun 30, 2025	WOLVERINE TRADING, LLC	0.08%	19.3K	546.96K	6.4K	+49.61%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.12%	26.38K	748.59K	11.84K	+81.42%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	1.18%	269.6K	7.65M	0	0
Jun 30, 2025	BLACKROCK, INC.	15.19%	3.49M	98.93M	-15.16K	-0.43%
Jun 30, 2025	CASTLEKNIGHT MANAGEMENT LP	1.92%	439.5K	12.47M	439.5K	+100.00%
Jun 30, 2025	INVENOMIC CAPITAL MANAGEMENT LP	1.43%	328.72K	9.33M	89.93K	+37.66%
Jun 30, 2025	M&G PLC	1.39%	319.69K	8.95M	319.69K	+100.00%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	1.01%	231.85K	6.58M	231.85K	+100.00%
Jun 30, 2025	INVESCO LTD.	0.63%	145.66K	4.13M	43.01K	+41.89%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.34%	77.88K	2.21M	5.35K	+7.38%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.3%	68.37K	1.94M	68.37K	+100.00%
Jun 30, 2025	HANCOCK WHITNEY CORP	0.06%	12.89K	365.76K	12.89K	+100.00%
Jun 30, 2025	MARSHALL WACE, LLP	0.48%	109.51K	3.11M	40.18K	+57.95%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.42%	97.42K	2.76M	15.79K	+19.34%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.42%	97.17K	2.76M	22.86K	+30.77%
Jun 30, 2025	RHUMBLINE ADVISERS	0.32%	73.51K	2.09M	1.37K	+1.89%
Jun 30, 2025	NORTHERN TRUST CORP	1.04%	238.67K	6.77M	-25.11K	-9.52%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.6%	137.44K	3.9M	-12.18K	-8.14%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.47%	107.68K	3.06M	-4.5K	-4.01%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.52%	120.3K	3.41B	71K	+144.02%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.38%	315.52K	8.8B	206.01K	+188.12%
Jun 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.3%	69.4K	1.97M	20.25K	+41.19%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.25%	57.27K	1.63M	2.5K	+4.57%
Jun 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.17%	38.21K	1.08M	38.21K	+100.00%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.15%	35.11K	996.48K	13.68K	+63.86%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.15%	35.02K	993.75K	-23.18K	-39.83%
Jun 30, 2025	CLARK ESTATES INC/NY	0.15%	34.2K	970.6K	0	0
Jun 30, 2025		0.34%	77.77K	2.21M	-10.71K	-12.10%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.13%	29.4K	834.37K	27.6K	+1,533.33%
Jun 30, 2025	GRAHAM CAPITAL MANAGEMENT, L.P.	0.13%	30.27K	859.09K	12.18K	+67.30%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.12%	27.2K	771.79K	27.2K	+100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.12%	26.76K	759.48M	0	0
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	21.36K	606.2M	0	0
Jun 30, 2025	COUNTERPOINT MUTUAL FUNDS LLC	0.06%	12.76K	362.24M	12.76K	+100.00%
Jun 30, 2025	BAYESIAN CAPITAL MANAGEMENT, LP	0.06%	12.69K	360.23K	12.69K	+100.00%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.06%	12.64K	358.7K	-684	-5.13%
Jun 30, 2025	WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC	0.05%	11.8K	334.88K	0	0
Jun 30, 2025	ILLINOIS MUNICIPAL RETIREMENT FUND	0.05%	11.69K	331.71K	-669	-5.41%
Jun 30, 2025	BLUESHIFT ASSET MANAGEMENT, LLC	0.05%	11.05K	313.49K	11.05K	+100.00%
Jun 30, 2025	LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM	0.05%	10.7K	303.67K	-100	-0.93%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	1.5%	343.96K	9.76M	11.26K	+3.38%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.26%	288.24K	8.18M	8.62K	+3.08%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.19%	273.02K	7.75M	48.86K	+21.80%
Jun 30, 2025	SYSTEMATIC FINANCIAL MANAGEMENT LP	1.05%	241.14K	6.84M	6.47K	+2.76%
Jun 30, 2025	UBS GROUP AG	0.43%	97.83K	2.78M	-38.05K	-28.00%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.42%	95.64K	2.71M	43.14K	+82.17%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.4%	92.91K	2.64M	-37.51K	-28.76%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.36%	81.5K	2.31M	-17.3K	-17.51%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	1.14%	262.68K	7.45M	709	+0.27%
Jun 30, 2025	RWWM, INC.	0.84%	192.86K	5.47M	192.86K	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.73%	168.06K	4.77M	1.41K	+0.84%
Jun 30, 2025	SG AMERICAS SECURITIES, LLC	0.69%	158.42K	4.5M	145.07K	+1,086.57%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.6%	138.11K	3.92M	3.42K	+2.54%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.35%	81.05K	2.3M	74.63K	+1,162.31%
Jun 30, 2025	LPL FINANCIAL LLC	0.33%	76.6K	2.17M	-955	-1.23%
Jun 30, 2025	PZENA INVESTMENT MANAGEMENT LLC	4.29%	985.33K	27.96M	229.1K	+30.30%
Jun 30, 2025	EARNEST PARTNERS LLC	3.36%	771.67K	21.9M	-9.27K	-1.19%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.41%	92.98K	2.64M	69.38K	+293.95%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.34%	77.14K	2.19M	8.1K	+11.73%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.34%	76.89K	2.18M	7.48K	+10.78%
Jun 30, 2025	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.31%	71.56K	2.03M	-5.5K	-7.14%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.08%	18.85K	535.02K	-294	-1.54%
Jun 30, 2025	IMC-CHICAGO, LLC	0.07%	15.84K	449.57K	15.84K	+100.00%
Jun 30, 2025	ROYCE & ASSOCIATES LP	0.06%	14.33K	406.77K	0	0
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.06%	13.86K	393.23K	13.86K	+100.00%
Jun 30, 2025	INSPIRE INVESTING, LLC	0.06%	13.8K	391.56K	7.33K	+113.44%
Jun 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.06%	13.7K	388.81K	13.7K	+100.00%
Jun 30, 2025	FMR LLC	11.28%	2.59M	73.48M	1.69K	+0.07%
Jun 30, 2025	MORGAN STANLEY	1.41%	322.93K	9.16B	47.47K	+17.23%
Jun 30, 2025	PEAK6 LLC	0.27%	61.6K	1.75M	61.2K	+15,300.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.2%	46.75K	1.33M	39.65K	+558.27%
Jun 30, 2025	QSV EQUITY INVESTORS LLC	0.11%	25.14K	713.53K	5.64K	+28.89%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.11%	24.92K	707.34K	24.92K	+100.00%
Jun 30, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.11%	24.61K	698.49K	13.13K	+114.33%
Jun 30, 2025	CERITY PARTNERS LLC	0.08%	18.8K	533.49K	18.8K	+100.00%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.07%	17.1K	485.3K	6K	+54.05%
Jun 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.07%	16.97K	481.52K	16.97K	+100.00%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.07%	16.96K	481.18K	-143.84K	-89.46%
Jun 30, 2025	VANGUARD GROUP INC	11.36%	2.61M	73.98M	8.43K	+0.32%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.53%	1.04M	29.47M	13.29K	+1.30%
Jun 30, 2025	STATE STREET CORP	3.93%	902.79K	25.62M	-4.81K	-0.53%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.78%	638.54K	18.12M	-25.55K	-3.85%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.64%	605.1K	17.17M	84.68K	+16.27%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.43%	557.37K	15.82M	-3.46K	-0.62%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.96%	450.08K	12.77M	306.71K	+213.93%
Jun 30, 2025	FEDERATED HERMES, INC.	1.62%	372.05K	10.56M	186.43K	+100.44%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.49%	341.92K	9.7B	133.17K	+63.80%
Jun 30, 2025	CITADEL ADVISORS LLC	0.4%	90.9K	2.58B	-3.8K	-4.01%
Jun 30, 2025	NUVEEN, LLC	0.34%	77.77K	2.21M	-10.71K	-12.10%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.97%	224.16K	11.99M	15.97K	+7.67%
Mar 31, 2025	ARMISTICE CAPITAL, LLC	1.61%	371K	19.84M	371K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.34%	77.55K	4.15M	31.33K	+67.77%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.35%	81.63K	4.37M	9.26K	+12.80%
Mar 31, 2025		0.38%	88.47K	4.73M	88.47K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.41%	94.7K	5.07M	-19.4K	-17.00%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.42%	97.15K	5.2M	85.24K	+715.82%
Mar 31, 2025	INVESCO LTD.	0.45%	102.66K	5.49M	11.21K	+12.26%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.57%	130.42K	6.98M	130.42K	+100.00%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.59%	134.69K	7.2M	3.38K	+2.58%
Mar 31, 2025	UBS GROUP AG	0.59%	135.88K	7.27M	-66.4K	-32.83%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.91%	208.74K	11.17M	-28.97K	-12.19%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.26%	520.42K	27.84M	38.27K	+7.94%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.38%	88.18K	4.72M	52.33K	+145.99%
Mar 31, 2025	FEDERATED HERMES, INC.	0.81%	185.62K	9.93M	180.2K	+3,325.28%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.44%	560.83K	30.01M	26.26K	+4.91%
Mar 31, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.84%	423.91K	22.67M	-16.94K	-3.84%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	2.2%	507.34K	27.14M	-139.41K	-21.56%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.89%	664.09K	35.52M	299.91K	+82.35%
Mar 31, 2025	FMR LLC	11.24%	2.59M	138.4M	-92.51K	-3.45%
Mar 31, 2025	BLACKROCK, INC.	15.21%	3.5M	187.28M	-135.86K	-3.74%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.46%	1.03M	54.84M	-59.18K	-5.46%
Mar 31, 2025	SYSTEMATIC FINANCIAL MANAGEMENT LP	1.02%	234.67K	12.55M	-2.14K	-0.90%
Mar 31, 2025	PZENA INVESTMENT MANAGEMENT LLC	3.29%	756.23K	40.45M	50.52K	+7.16%
Mar 31, 2025	EARNEST PARTNERS LLC	3.39%	780.94K	41.77M	23.6K	+3.12%
Mar 31, 2025	ANCORA ADVISORS, LLC	0.35%	81.65K	4.37M	29.25K	+55.82%
Mar 31, 2025	CLEARLINE CAPITAL LP	0.36%	82.77K	4.43M	-27.39K	-24.86%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.43%	98.8K	5.28M	-31.1K	-23.94%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.48%	109.51K	5.81M	-85.28K	-43.78%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.49%	112.19K	6M	19.34K	+20.83%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.03%	236.68K	12.66M	2.63K	+1.13%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.62%	143.37K	7.67M	32.22K	+28.98%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.65%	149.63K	8M	25.71K	+20.75%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.7%	160.8K	8.6M	50.25K	+45.45%
Mar 31, 2025	JPMORGAN CHASE & CO	0.9%	206.26K	11.03M	116.18K	+128.97%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	1.3%	300.19K	16.22M	-2.52K	-0.83%
Mar 31, 2025	STATE STREET CORP	3.94%	907.6K	48.55M	-23.94K	-2.57%
Mar 31, 2025	MEDINA VALUE PARTNERS, LLC	1.67%	383.36K	20.51M	64.89K	+20.38%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	1.14%	261.97K	14.01M	261.97K	+100.00%
Mar 31, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.72%	166.48K	8.91M	-36.84K	-18.12%
Mar 31, 2025	INVENOMIC CAPITAL MANAGEMENT LP	1.04%	238.79K	12.77M	96.81K	+68.18%
Mar 31, 2025	GLENMEDE TRUST CO NA	1.03%	237.56K	12.71M	237.56K	+100.00%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.22%	279.62K	14.96M	39.76K	+16.58%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.89%	205.31K	10.98M	7.11K	+3.59%
Mar 31, 2025	VANGUARD GROUP INC	11.29%	2.6M	138.98M	-27.99K	-1.07%
Mar 31, 2025	NORTHERN TRUST CORP	1.15%	263.78K	14.11M	4.94K	+1.91%
Mar 31, 2025	MORGAN STANLEY	1.2%	275.47K	14.73M	-97.23K	-26.09%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	1.17%	269.6K	14.42M	0	0
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	1.45%	332.71K	17.8M	316.76K	+1,985.55%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.72%	166.65K	8.91M	-182.55K	-52.28%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.17%	40.26K	4.64M	684	+1.73%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.34%	81.14K	9.35M	3.43K	+4.41%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.34%	81.39K	9.38M	-4.54K	-5.28%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.35%	83.22K	9.59M	3.68K	+4.63%
Mar 31, 2024	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	0.38%	89.09K	10.27M	-851	-0.95%
Mar 31, 2024	RHUMBLINE ADVISERS	0.38%	89.24K	10.28M	982	+1.11%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.38%	91.35K	10.53M	1.06K	+1.17%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.42%	98.94K	11.4M	-1.81K	-1.80%
Mar 31, 2024	CITADEL ADVISORS LLC	0.32%	76.56K	8.82M	41.92K	+121.02%
Mar 31, 2024	PEAK6 INVESTMENTS LLC	0.52%	123.1K	14.19M	-3.5K	-2.76%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.83%	196.02K	22.59M	-3.02K	-1.52%
Mar 31, 2024	LORD, ABBETT & CO. LLC	0.83%	197.34K	22.74M	-4.84K	-2.39%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.83%	197.36K	22.74M	15.97K	+8.81%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.98%	232.6K	26.8M	-10.02K	-4.13%
Mar 31, 2024	MAN GROUP PLC	0.98%	233.54K	26.91M	-14.79K	-5.96%
Mar 31, 2024	NORTHERN TRUST CORP	1.15%	273.95K	31.57M	-30.67K	-10.07%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.38%	328.15K	37.82M	-1.22K	-0.37%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.44%	341.41K	39.34M	6.57K	+1.96%
Mar 31, 2024	EARNEST PARTNERS LLC	2.73%	648.52K	74.73M	63.6K	+10.87%
Mar 31, 2024	STATE STREET CORP	3.56%	844.08K	97.27M	9.37K	+1.12%
Mar 31, 2024	JPMORGAN CHASE & CO	3.31%	785.47K	90.52M	8.56K	+1.10%
Mar 31, 2024	COOKE & BIELER LP	7.9%	1.88M	216.36M	-121.25K	-6.07%
Mar 31, 2024	VANGUARD GROUP INC	10.12%	2.4M	277.01M	92	0.00%
Mar 31, 2024	BLACKROCK INC.	11.88%	2.82M	324.96M	-2.21K	-0.08%
Mar 31, 2024	FMR LLC	14.51%	3.45M	397.03M	112.01K	+3.36%
Mar 31, 2024	CARDINAL CAPITAL MANAGEMENT LLC /CT	0.53%	126.22K	14.55M	-16.66K	-11.66%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.62%	146.06K	16.83M	-17.91K	-10.92%
Mar 31, 2024	MORGAN STANLEY	0.72%	169.86K	19.57M	17.78K	+11.69%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	1.52%	360.1K	41.5M	44.76K	+14.19%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	1.75%	415.46K	47.88M	-3.68K	-0.88%
Mar 31, 2024	MACQUARIE GROUP LTD	2.28%	541.47K	62.4M	46.55K	+9.41%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.36%	559.29K	64.46M	20.05K	+3.72%
Mar 31, 2024	CAPITAL WORLD INVESTORS	2.53%	600K	69.14M	-85K	-12.41%
Mar 31, 2024	CREDIT SUISSE AG/	0.14%	32.35K	3.73M	3.23K	+11.10%
Mar 31, 2024	UBS GROUP AG	0.15%	36.41K	4.2M	22.68K	+165.26%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.16%	37.21K	4.29B	-27	-0.07%
Mar 31, 2024	BRIDGEWATER ASSOCIATES, LP	0.16%	38.27K	4.41M	-5.54K	-12.64%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.17%	40.99K	4.72M	3.73K	+10.00%
Mar 31, 2024	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.18%	41.71K	4.81M	4.15K	+11.05%
Mar 31, 2024	CHARTWELL INVESTMENT PARTNERS, LLC	0.27%	64.42K	7.43M	-16.02K	-19.92%
Mar 31, 2024	WALLEYE CAPITAL LLC	0.26%	62.3K	7.18M	1K	+1.63%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.18%	42.97K	4.95M	-740	-1.69%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.19%	44.39K	5.12M	2.79K	+6.71%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	46.8K	5.39M	0	0
Mar 31, 2024	PEREGRINE CAPITAL MANAGEMENT LLC	0.2%	47.24K	5.44M	-2.85K	-5.68%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.21%	49K	5.65M	-360	-0.73%
Mar 31, 2024	MOODY ALDRICH PARTNERS LLC	0.22%	51.52K	5.94M	-1.21K	-2.30%
Mar 31, 2024	SEI INVESTMENTS CO	0.22%	51.8K	5.97B	-13.38K	-20.52%
Mar 31, 2024	INVESCO LTD.	0.22%	52.92K	6.1M	-27.66K	-34.32%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.23%	54.96K	6.33M	-102.13K	-65.02%
Mar 31, 2024	CREATIVE PLANNING	0.24%	56.78K	6.54M	79	+0.14%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.24%	57.11K	6.58M	6.19K	+12.16%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.24%	58.07K	6.69M	58.07K	+100.00%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	0.37%	87.7K	10.11M	32.32K	+58.36%
Mar 31, 2024	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.81%	193.11K	22.25M	32.04K	+19.89%
Mar 31, 2024	GW&K INVESTMENT MANAGEMENT, LLC	0.82%	194.31K	22.39M	-2.19K	-1.12%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.99%	233.95K	26.96M	-23.1K	-8.99%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	0.99%	236.32K	27.23M	38.07K	+19.21%
Mar 31, 2024	SNYDER CAPITAL MANAGEMENT L P	2.85%	677.81K	78.11M	191.64K	+39.42%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	3.87%	920.1K	106.03M	13.21K	+1.46%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	4.43%	1.05M	121.08M	7.89K	+0.76%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	4.57%	1.09M	125.17M	-674.88K	-38.32%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	72.6K	8.37M	-59.1K	-44.87%
Mar 31, 2024	BARCLAYS PLC	0.29%	68.9K	7.94M	-121.9K	-63.89%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	4.39%	1.04M	125.98M	-24.41K	-2.29%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.69%	163.97K	19.81M	-66.29K	-28.79%
Dec 31, 2023	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.68%	161.07K	19.46M	26.33K	+19.54%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.66%	157.08K	18.98M	-809	-0.51%
Dec 31, 2023	MORGAN STANLEY	0.64%	152.08K	18.37M	1.11K	+0.73%
Dec 31, 2023	CITADEL ADVISORS LLC	0.43%	102.3K	12.36M	-90K	-46.80%
Dec 31, 2023	CARDINAL CAPITAL MANAGEMENT LLC /CT	0.6%	142.88K	17.26M	-14.99K	-9.49%
Dec 31, 2023	PEAK6 INVESTMENTS LLC	0.53%	126.6K	15.29M	39.7K	+45.68%
Dec 31, 2023	JANE STREET GROUP, LLC	0.45%	107.27K	12.96M	89.28K	+496.21%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.42%	100.75K	12.17M	1.34K	+1.34%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.38%	90.3K	10.91M	319	+0.35%
Dec 31, 2023	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	0.38%	89.94K	10.87M	83.74K	+1,351.58%
Dec 31, 2023	RHUMBLINE ADVISERS	0.37%	88.26K	10.66M	-2.77K	-3.04%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	7.42%	1.76M	212.75M	114.22K	+6.94%
Dec 31, 2023	COOKE & BIELER LP	8.42%	2M	241.47M	-31.45K	-1.55%
Dec 31, 2023	EARNEST PARTNERS LLC	2.46%	584.92K	70.66M	-25.22K	-4.13%
Dec 31, 2023	CAPITAL WORLD INVESTORS	2.89%	685K	82.75M	-145.5K	-17.52%
Dec 31, 2023	JPMORGAN CHASE & CO	3.27%	776.92K	93.86M	-237.98K	-23.45%
Dec 31, 2023	STATE STREET CORP	3.52%	834.72K	100.84M	9.65K	+1.17%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	3.82%	906.89K	109.56M	-18.02K	-1.95%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.36%	85.92K	10.38M	85.92K	+100.00%
Dec 31, 2023	INVESCO LTD.	0.34%	80.57K	9.73M	3.88K	+5.05%
Dec 31, 2023	CHARTWELL INVESTMENT PARTNERS, LLC	0.34%	80.44K	9.72M	22.83K	+39.63%
Dec 31, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.34%	79.54K	9.61M	28.74K	+56.57%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.33%	77.71K	9.39M	-3.58K	-4.41%
Dec 31, 2023	VANGUARD GROUP INC	10.12%	2.4M	290.38M	-5.03K	-0.21%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.27%	539.24K	65.15M	16.23K	+3.10%
Dec 31, 2023	MACQUARIE GROUP LTD	2.08%	494.92K	59.79M	-4.68K	-0.94%
Dec 31, 2023	SNYDER CAPITAL MANAGEMENT L P	2.05%	486.17K	62.49M	-31.87K	-6.15%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	1.77%	419.14K	50.64M	-72.92K	-14.82%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.41%	334.84K	40.45M	292	+0.09%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.39%	329.38K	39.79M	-9.22K	-2.72%
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	1.33%	315.34K	38.1M	0	0
Dec 31, 2023	NORTHERN TRUST CORP	1.28%	304.62K	36.8M	-25.23K	-7.65%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.08%	257.05K	31.05M	-18.71K	-6.78%
Dec 31, 2023	MAN GROUP PLC	1.05%	248.32K	30M	7.75K	+3.22%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.02%	242.62K	29.31M	3.26K	+1.36%
Dec 31, 2023	NORGES BANK	0.95%	226.64K	27.38M	226.64K	+100.00%
Dec 31, 2023	LORD, ABBETT & CO. LLC	0.85%	202.18K	24.43M	-39.95K	-16.50%
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.84%	199.04K	24.05M	2.11K	+1.07%
Dec 31, 2023	FULLER & THALER ASSET MANAGEMENT, INC.	0.83%	198.24K	23.95M	117	+0.06%
Dec 31, 2023	GW&K INVESTMENT MANAGEMENT, LLC	0.83%	196.51K	23.74M	-15.64K	-7.37%
Dec 31, 2023	BARCLAYS PLC	0.45%	106.28K	12.84M	-117.41K	-52.49%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.76%	181.38K	21.91M	17.12K	+10.42%
Dec 31, 2023	CAPITAL FUND MANAGEMENT S.A.	0.3%	71.05K	8.58M	71.05K	+100.00%
Dec 31, 2023	FMR LLC	14.04%	3.33M	402.69M	265.06K	+8.64%
Dec 31, 2023	BLACKROCK INC.	11.89%	2.82M	340.94M	43.77K	+1.58%

Insiders

Insiders	Designation	Shares Held
GRASS BRIAN	Chief Executive Officer	135.93K
SCHEUERMAN TRACY	Chief Financial Officer	33.04K
JUDGE TESSA	Chief Legal Officer	24.81K
CARSON VINCENT D	director	10.31K
BUTTERWORTH JOHN B	director	6.34K
ABROMOVITZ GARY B		6.05K
SUSETKA WILLIAM	director	5.25K
MEEKER TIMOTHY F	director	4.93K
WOODY DARREN G	director	2.08K
MININBERG JULIEN	Chief Executive Officer	770
OPPENHEIM RICHARD J	Vice President	756

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jul 16, 2025	JUDGE TESSA	PURCHASE	22.87	435	9.95K	24.81K
Jul 15, 2025	GRASS BRIAN	PURCHASE	21.47	10K	214.7K	135.93K
Jul 15, 2025	SCHEUERMAN TRACY	PURCHASE	20.13	10K	201.3K	33.04K
May 11, 2023	GRASS BRIAN	SALE	95.00	183	17.39K	0
May 05, 2022	ABROMOVITZ GARY B	SALE	209.00	1.04K	216.94K	6.05K
Nov 12, 2021	MININBERG JULIEN	SALE	246.57	30	7.4K	770
Oct 13, 2021	GRASS BRIAN	SALE	221.50	2K	443K	45.54K
Aug 11, 2021	CARSON VINCENT D	SALE	234.83	2.53K	592.95K	10.31K
Aug 10, 2021	MININBERG JULIEN	SALE	236.25	2	472.5	836
Jul 07, 2021	MININBERG JULIEN	SALE	236.58	1	236.58	857
Jul 06, 2021	MININBERG JULIEN	SALE	236.09	7	1.65K	860
Jun 11, 2021	MININBERG JULIEN	SALE	228.97	3	686.91	902
Jun 09, 2021	MININBERG JULIEN	SALE	225.12	13	2.93K	955
Aug 17, 2020	MININBERG JULIEN	SALE	211.53	980	207.3K	109.98K
Aug 14, 2020	MININBERG JULIEN	SALE	210.09	200	42.02K	113.19K
Aug 12, 2020	MININBERG JULIEN	SALE	211.21	960	202.76K	113.39K
Aug 11, 2020	MININBERG JULIEN	SALE	207.19	24	4.97K	116.02K
Aug 10, 2020	CARSON VINCENT D	SALE	203.38	3.59K	730.13K	9.3K
Jul 13, 2020	ABROMOVITZ GARY B	SALE	206.00	2K	412K	6.34K
Jul 13, 2020	GRASS BRIAN	SALE	206.06	4.31K	888.12K	33.01K
Jul 13, 2020	MININBERG JULIEN	SALE	206.75	50	10.34K	116.42K
Jul 13, 2020	MEEKER TIMOTHY F	SALE	207.24	92	19.07K	4.93K
Jul 09, 2020	MININBERG JULIEN	SALE	210.00	122	25.62K	121.06K
Jul 08, 2020	MININBERG JULIEN	SALE	195.00	6.16K	1.2M	132.56K
May 18, 2020	MININBERG JULIEN	SALE	170.75	1.73K	294.89K	138.71K
May 15, 2020	MININBERG JULIEN	SALE	166.23	80	13.3K	144.14K
Sep 18, 2019	GRASS BRIAN	SALE	154.03	7	1.08K	28.56K
Sep 18, 2019	MININBERG JULIEN	SALE	154.03	8	1.23K	119.58K
Jul 12, 2019	CARSON VINCENT D	SALE	144.96	1.5K	217.44K	9.2K
Apr 30, 2019	SUSETKA WILLIAM	SALE	143.77	2K	287.54K	5.25K
Apr 30, 2019	MEEKER TIMOTHY F	SALE	144.00	2.4K	345.6K	6.29K
Nov 01, 2018	ABROMOVITZ GARY B	SALE	125.25	500	62.63K	7.42K
Oct 23, 2018	ABROMOVITZ GARY B	SALE	123.00	640	78.72K	7.92K
Jul 12, 2018	CARSON VINCENT D	SALE	111.28	6.53K	726.77K	13.43K
May 02, 2018	GRASS BRIAN	SALE	90.95	1.2K	109.14K	11.18K
May 02, 2018	ABROMOVITZ GARY B	SALE	90.75	1K	90.75K	8.22K
May 01, 2018	CARSON VINCENT D	SALE	90.00	12.01K	1.08M	0
Oct 23, 2017	MEEKER TIMOTHY F	SALE	94.00	2.5K	235K	7.67K
May 16, 2017	OPPENHEIM RICHARD J	SALE	95.40	1.06K	100.93K	756
May 09, 2017	ABROMOVITZ GARY B	SALE	94.80	300	28.44K	8.44K
May 08, 2017	OPPENHEIM RICHARD J	SALE	95.00	500	47.5K	228
May 17, 2016	OPPENHEIM RICHARD J	SALE	94.57	900	85.11K	81
May 06, 2016	OPPENHEIM RICHARD J	SALE	97.93	500	48.97K	81
May 02, 2016	OPPENHEIM RICHARD J	SALE	99.34	73	7.25K	81
Jan 12, 2016	SUSETKA WILLIAM	SALE	84.90	2K	169.8K	5.86K
Oct 14, 2015	GRASS BRIAN	SALE	99.49	333	33.13K	2.68K
Oct 13, 2015	BUTTERWORTH JOHN B	SALE	102.13	5K	510.65K	6.34K
May 18, 2015	OPPENHEIM RICHARD J	SALE	87.02	750	65.27K	0
May 06, 2015	OPPENHEIM RICHARD J	SALE	87.61	375	32.85K	0
May 04, 2015	OPPENHEIM RICHARD J	SALE	88.96	500	44.48K	0
May 04, 2015	WOODY DARREN G	SALE	87.78	8.2K	719.79K	2.08K
May 01, 2015	OPPENHEIM RICHARD J	SALE	86.26	600	51.76K	0

HELE Stock Ownership Breakdown

Helen of Troy

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions