How many institutions own HFWA 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 HFWA shares is 247, representing 87.01% of the company's common stock.

Who are the major shareholders selling Heritage Financial Corporation stock?

RENAISSANCE TECHNOLOGIES LLC, in the last quarter, reduced its stake in HFWA by -32.24% restricting it's holding to 188.34 thousand shares of worth nearly $4.90M. DANA INVESTMENT ADVISORS, INC. also lessened -0.23% of the HFWA shares from its portfolio, reducing its holding to 219.96 thousand shares of worth $5.72M. ARROWSTREET CAPITAL, LIMITED PARTNERSHIP also shunned HFWA shares holding by -14.02% last quarter which brought its holding to 433.51 thousand shares worth $11.27M.

Investors who are buying HFWA stock?

As per its latest 13F filing, GEODE CAPITAL MANAGEMENT, LLC increased its stake in HFWA by 10.94% in the last quarter. The institutional holder raised its holding to 934.8 thousand shares having worth more than $24.31M. RUSSELL INVESTMENTS GROUP, LTD. also added 7.81% more shares of HFWA to its portfolio, raising its holding to 198.48 thousand shares of worth $5.16M. PRINCIPAL FINANCIAL GROUP INC also increased its HFWA shares holding by 0.21% which brought its holding to 199.59 thousand shares worth $5.19M.

HFWA's major insiders: who are they?

The insider with the most stakes in HFWA is VANCE BRIAN L , director at the company. Additionally, HFWA stock is highly held by CEO Deuel Jeffrey J and director PICKERING ANTHONY among others.

Did an insider recently sell HFWA stock?

Company executives, directors, and other insiders own 1.59% percent of Heritage Financial Corporation's stock. Within the last six months, there have been 4 transaction(s) in which HFWA insiders have sold stock, totaling 13.09K shares. Insiders that have sold shares include ROBISON SABRINA C, CHALFANT TONY, and RIVERA FREDERICK B.

Which insider recently purchased HFWA stock?

There have been 0 transaction(s) during the past 6-months in which Heritage Financial Corporation insiders have bought stock, totalling 0 shares

How much of HFWA does insiders own?

Around 28.62K Heritage Financial Corporation shares are held by insiders, which represents about 1.59% of HFWA stock.

Who is the insider with the largest stake?

HFWA director, VANCE BRIAN L holds the largest portfolio of the company's shares. HFWA shares owned by VANCE total nearly 92.37 thousand.

Which institution holds the most shares in HFWA?

GEODE CAPITAL MANAGEMENT, LLC is the largest institutional owner in HFWA which holds 934.8 thousand shares worth $24.31M or 2.75% of the total HFWA shares outstanding followed by RENAISSANCE TECHNOLOGIES LLC with ownership of 188.34 thousand shares representing 0.55% of the HFWA ownership. RUSSELL INVESTMENTS GROUP, LTD. is the third largest stakeholder with 198.48 thousand shares or 0.58% of the ownership worth more than $5.16M.

Is Heritage Financial Corporation 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 HFWA is concerned, it is a stock which is optionable.

Is there a short position on HFWA's shares?

Number of HFWA shares short is 896.86K. 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 HFWA shares are there?

As of today, 33.95M shares of HFWA are outstanding.

Is there many float in HFWA 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, HFWA has 33.33M shares in float.

HFWA 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 HFWA is 5.82.

Heritage Financial (HFWA) 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 Shares2.64

Short Percent Of Float3.17

Shares Outstanding33.95M

Shares Float33.33M

Shares Short896.86K

Short Ratio5.82

3.17%

Short % of Float

2.64%

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

1.59% Percentage of Shares held by All Insiders

87.01% Percentage of Shares held by All Institutions

88.42% Percentage of Float held by Institutions

247

Number of Institutions Holding Shares

Institutional Ownership

About 87.01% of HFWA shares are held by financial institutions. GEODE CAPITAL MANAGEMENT, LLC is the top corporate investor, holding 934.8K shares valued at $24.31M. A 2.75% stake in Heritage Financial Corporation is owned by the company. RENAISSANCE TECHNOLOGIES LLC owns 188.34K shares valued at $4.90M, which translates its holding of 0.55% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	2.75%	934.8K	24.31M	92.2K	+10.94%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.55%	188.34K	4.9M	-89.61K	-32.24%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.58%	198.48K	5.16M	14.37K	+7.81%
Mar 31, 2026	PRINCIPAL FINANCIAL GROUP INC	0.59%	199.59K	5.19M	410	+0.21%
Mar 31, 2026	DANA INVESTMENT ADVISORS, INC.	0.65%	219.96K	5.72M	-499	-0.23%
Mar 31, 2026	UBS GROUP AG	0.67%	226.48K	5.89M	119.96K	+112.62%
Mar 31, 2026	NUVEEN, LLC	0.69%	234.97K	6.11M	423	+0.18%
Mar 31, 2026	RHINO INVESTMENT PARTNERS, INC	0.97%	330.46K	8.59M	144.52K	+77.72%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.11%	377.04K	9.8M	50.51K	+15.47%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	1.12%	379.4K	9.86M	12.87K	+3.51%
Mar 31, 2026	NORTHERN TRUST CORP	1.22%	413.12K	10.74M	36.49K	+9.69%
Mar 31, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.28%	433.51K	11.27M	-70.71K	-14.02%
Mar 31, 2026	MORGAN STANLEY	1.41%	479.83K	12.48M	80.22K	+20.07%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	1.44%	490.41K	12.75M	220.92K	+81.98%
Mar 31, 2026	ALGEBRIS (UK) LTD	1.53%	518.41K	13.46M	-2.28K	-0.44%
Mar 31, 2026	PRUDENTIAL FINANCIAL INC	0.12%	40.42K	1.05M	8.56K	+26.87%
Mar 31, 2026	WELLINGTON MANAGEMENT GROUP LLP	1.85%	628.32K	16.34M	531.29K	+547.52%
Mar 31, 2026	BOSTON PARTNERS	2.03%	690.32K	17.96M	690.32K	+100.00%
Mar 31, 2026	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	2.06%	698.9K	18.17M	91.8K	+15.12%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	3.37%	1.14M	27.08M	-162.04K	-12.40%
Mar 31, 2026	STATE STREET CORP	5.29%	1.8M	46.71M	223.07K	+14.18%
Mar 31, 2026		1.93%	653.69K	17M	653.69K	+100.00%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	5.76%	1.96M	50.87M	-22.13K	-1.12%
Mar 31, 2026	VICTORY CAPITAL MANAGEMENT INC	7.27%	2.47M	64.2M	33.62K	+1.38%
Mar 31, 2026	JENNISON ASSOCIATES LLC	9.46%	3.21M	83.55M	106.31K	+3.42%
Mar 31, 2026	BLACKROCK, INC.	16.38%	5.56M	144.61M	648.76K	+13.20%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.11%	38.25K	994.37K	0	0
Mar 31, 2026	GREAT WEST LIFE ASSURANCE CO /CAN/	0.11%	36.32K	945K	4.1K	+12.71%
Mar 31, 2026	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.1%	35.03K	910.7K	-8.9K	-20.26%
Mar 31, 2026	DEUTSCHE BANK AG\	0.1%	33.33K	866.45K	4.78K	+16.74%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.1%	33.26K	864.86K	4.86K	+17.10%
Mar 31, 2026	CITIGROUP INC	0.09%	29.83K	775.53K	3.71K	+14.22%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.08%	27.45K	714K	-19.47K	-41.49%
Mar 31, 2026	LSV ASSET MANAGEMENT	0.22%	74.5K	1.94M	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.62%	210.44K	5.47M	-9.86K	-4.47%
Mar 31, 2026	ROYAL BANK OF CANADA	0.22%	76.13K	1.98M	-321	-0.42%
Mar 31, 2026	SEI INVESTMENTS CO	0.23%	79.33K	2.06M	33.83K	+74.36%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.24%	81.92K	2.13M	-7.22K	-8.10%
Mar 31, 2026	PROSHARE ADVISORS LLC	0.74%	249.95K	6.5M	-1.98K	-0.79%
Mar 31, 2026	INVESCO LTD.	0.75%	255.27K	6.64M	-9.25K	-3.50%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.79%	266.9K	6.94M	266.9K	+100.00%
Mar 31, 2026	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.8%	270.04K	7.02M	-12.78K	-4.52%
Mar 31, 2026	LORD, ABBETT & CO. LLC	0.8%	272.44K	7.08M	-5.31K	-1.91%
Mar 31, 2026	HEARTLAND ADVISORS INC	0.81%	275K	7.15M	0	0
Mar 31, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.85%	288.58K	7.5M	13.56K	+4.93%
Mar 31, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.91%	309.35K	8.04M	-4.83K	-1.54%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.92%	312.06K	8.11M	122.41K	+64.55%
Mar 31, 2026	SWISS NATIONAL BANK	0.2%	67.17K	1.75M	1K	+1.51%
Mar 31, 2026	KEYBANK NATIONAL ASSOCIATION/OH	0.2%	66.61K	1.73M	1.57K	+2.41%
Mar 31, 2026	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.19%	64.95K	1.69M	5.08K	+8.49%
Mar 31, 2026	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.19%	64.83K	1.69M	42.59K	+191.41%
Mar 31, 2026	NWAM LLC	0.15%	50.36K	1.31M	-2.89K	-5.42%
Mar 31, 2026	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.43%	147.09K	3.82M	29.37K	+24.95%
Mar 31, 2026	MARTIN & CO INC /TN/	0.41%	137.9K	3.59M	2.46K	+1.81%
Mar 31, 2026	DEPRINCE RACE & ZOLLO INC	0.39%	131.57K	3.42M	10.7K	+8.85%
Mar 31, 2026	RHUMBLINE ADVISERS	0.31%	106.39K	2.77M	12.03K	+12.75%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.31%	106.35K	2.77M	-5.13K	-4.60%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	0.3%	103.11K	2.68M	1.27K	+1.25%
Mar 31, 2026	ROYCE & ASSOCIATES LP	0.24%	82.2K	2.14M	-44.44K	-35.09%
Mar 31, 2026	EMPOWERED FUNDS, LLC	0.49%	166.08K	4.32M	13.56K	+8.89%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.5%	168.94K	4.39M	-2.22K	-1.30%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.15%	50.13K	1.3M	2.04K	+4.24%
Mar 31, 2026	PACIFIC ASSET MANAGEMENT, LLC	0.14%	49.05K	1.28M	49.05K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.14%	48.83K	1.27M	-590	-1.19%
Mar 31, 2026	VOYA INVESTMENT MANAGEMENT LLC	0.14%	47.17K	1.23M	-144	-0.30%
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.12%	42.07K	1.09M	42.07K	+100.00%
Mar 31, 2026	FEDERATED HERMES, INC.	0.12%	41.5K	1.08M	3.65K	+9.64%
Mar 31, 2026	GREAT LAKES ADVISORS, LLC	0.5%	171.24K	4.45M	3.53K	+2.10%
Mar 31, 2026	KILEY JUERGENS WEALTH MANAGEMENT, LLC	0.52%	175.05K	4.55M	-2.4K	-1.35%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.96%	326.54K	7.72M	-1.27K	-0.39%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	1.08%	366.53K	8.67M	25.06K	+7.34%
Dec 31, 2025	MORGAN STANLEY	1.18%	399.62K	9.45M	51.08K	+14.66%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.48%	504.22K	11.92M	1.35K	+0.27%
Dec 31, 2025	ALGEBRIS (UK) LTD	1.53%	520.69K	12.32M	74.93K	+16.81%
Dec 31, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	1.79%	607.11K	14.36M	376.37K	+163.12%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.48%	842.6K	19.93M	4.17K	+0.50%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	0.09%	31.86K	753.54K	-2.31K	-6.77%
Dec 31, 2025	STATE STREET CORP	4.63%	1.57M	37.21M	48.77K	+3.20%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	5.83%	1.98M	46.79M	-49.68K	-2.45%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.14%	48.09K	1.14M	-3.28K	-6.38%
Dec 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.14%	47.32K	1.12M	645	+1.38%
Dec 31, 2025	LSV ASSET MANAGEMENT	0.22%	74.5K	1.76M	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.23%	76.45K	1.81M	-3.75K	-4.67%
Dec 31, 2025	DANA INVESTMENT ADVISORS, INC.	0.65%	220.46K	5.21M	-278	-0.13%
Dec 31, 2025	PROSHARE ADVISORS LLC	0.74%	251.93K	5.96M	-5.2K	-2.02%
Dec 31, 2025	INVESCO LTD.	0.78%	264.52K	6.26M	7.29K	+2.83%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.26%	89.14K	2.11M	-2.77K	-3.01%
Dec 31, 2025	RHUMBLINE ADVISERS	0.28%	94.36K	2.23M	-5.53K	-5.54%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.29%	97.04K	2.29M	-366.37K	-79.06%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.3%	101.84K	2.41M	-8.92K	-8.05%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.33%	111.48K	2.64M	-237.49K	-68.05%
Dec 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.35%	117.72K	2.78M	-14.74K	-11.13%
Dec 31, 2025	DEPRINCE RACE & ZOLLO INC	0.36%	120.87K	2.86M	50.35K	+71.41%
Dec 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.09%	32.23K	762K	44	+0.14%
Dec 31, 2025	FEDERATED HERMES, INC.	0.11%	37.85K	895.11K	4.99K	+15.19%
Dec 31, 2025	BLACKROCK, INC.	14.47%	4.91M	116.19M	185.82K	+3.93%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.11%	38.25K	904.49K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.13%	43.11K	1.02M	14.49K	+50.66%
Dec 31, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.13%	43.93K	1.04M	1.96K	+4.67%
Dec 31, 2025	SEI INVESTMENTS CO	0.13%	45.5K	1.08M	29.05K	+176.65%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.93%	314.19K	7.43M	-3.8K	-1.20%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.14%	46.92K	1.11M	10.97K	+30.53%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.45%	152.52K	3.61M	14.78K	+10.73%
Dec 31, 2025	NUVEEN, LLC	0.69%	234.55K	5.55M	-10.36K	-4.23%
Dec 31, 2025	GREAT LAKES ADVISORS, LLC	0.49%	167.71K	3.97M	3.47K	+2.11%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.5%	171.16K	4.05M	42.19K	+32.71%
Dec 31, 2025	KILEY JUERGENS WEALTH MANAGEMENT, LLC	0.52%	177.45K	4.2M	30	+0.02%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.54%	184.11K	4.35M	43.28K	+30.74%
Dec 31, 2025	CITADEL ADVISORS LLC	0.29%	98.56K	2.33M	86.02K	+685.94%
Dec 31, 2025	MARTIN & CO INC /TN/	0.4%	135.44K	3.2M	2.86K	+2.15%
Dec 31, 2025	RHINO INVESTMENT PARTNERS, INC	0.55%	185.94K	4.4M	185.94K	+100.00%
Dec 31, 2025	ROYCE & ASSOCIATES LP	0.37%	126.64K	3M	-42.38K	-25.07%
Dec 31, 2025	HEARTLAND ADVISORS INC	0.81%	275K	6.5M	0	0
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.81%	275.02K	6.5M	14.78K	+5.68%
Dec 31, 2025	LORD, ABBETT & CO. LLC	0.82%	277.75K	6.57M	-48.98K	-14.99%
Dec 31, 2025	VANGUARD GROUP INC	7.1%	2.41M	57.05M	45.42K	+1.92%
Dec 31, 2025	JENNISON ASSOCIATES LLC	9.15%	3.11M	73.48M	27.14K	+0.88%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	7.17%	2.44M	57.6M	-190.64K	-7.26%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.82%	277.95K	6.57M	-7.88K	-2.76%
Dec 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.83%	282.82K	6.69M	2.3K	+0.82%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.56%	189.64K	4.49M	52.91K	+38.70%
Dec 31, 2025	NORTHERN TRUST CORP	1.11%	376.62K	8.91M	-22.04K	-5.53%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	3.85%	1.31M	30.91M	-37.2K	-2.77%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.79%	269.49K	6.37M	12.93K	+5.04%
Dec 31, 2025	SWISS NATIONAL BANK	0.19%	66.17K	1.56M	0	0
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.19%	65.05K	1.54M	379	+0.59%
Dec 31, 2025	BARCLAYS PLC	0.19%	64.55K	1.53M	14.43K	+28.79%
Dec 31, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.18%	59.87K	1.42M	1.82K	+3.14%
Dec 31, 2025	NWAM LLC	0.16%	53.25K	1.4M	-231	-0.43%
Dec 31, 2025	JANE STREET GROUP, LLC	0.15%	49.87K	1.18B	3.02K	+6.46%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	49.42K	1.17M	-1.48K	-2.91%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.59%	199.18K	4.71M	10.45K	+5.54%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.59%	201.65K	4.77M	-8.7K	-4.14%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.65%	220.3K	5.21M	4.56K	+2.12%
Dec 31, 2025	UBS GROUP AG	0.31%	106.52K	2.52M	8.08K	+8.21%
Sep 30, 2025	GREAT LAKES ADVISORS, LLC	0.48%	164.24K	3.97M	-20.69K	-11.19%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.14%	46.67K	1.13M	-6.11K	-11.58%
Sep 30, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.12%	41.97K	1.02M	0	0
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.11%	38.25K	925.15K	-11.57K	-23.23%
Sep 30, 2025	JPMORGAN CHASE & CO	0.11%	37K	894.93K	1.73K	+4.92%
Sep 30, 2025	CITIGROUP INC	0.11%	36.99K	894.84K	-31.42K	-45.93%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.11%	35.94K	869K	10.87K	+43.32%
Sep 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.11%	35.89K	868.2K	960	+2.75%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.1%	34.18K	826.69K	-1.14K	-3.23%
Sep 30, 2025	FEDERATED HERMES, INC.	0.1%	32.86K	794.84K	-24.58K	-42.80%
Sep 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.08%	28.78K	696.19K	-9.32K	-24.47%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.08%	28.63K	692.58K	-10.9K	-27.58%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.08%	28.61K	692.11K	4.12K	+16.82%
Sep 30, 2025	GLOBEFLEX CAPITAL L P	0.08%	27.3K	660.39K	0	0
Sep 30, 2025	DEUTSCHE BANK AG\	0.08%	26.51K	641.28K	4.57K	+20.82%
Sep 30, 2025	BLACKROCK, INC.	13.89%	4.73M	114.35M	-167.18K	-3.42%
Sep 30, 2025	ALGEBRIS (UK) LTD	1.31%	445.76K	10.77M	445.76K	+100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.03%	348.97K	8.44M	-44.65K	-11.34%
Sep 30, 2025	MORGAN STANLEY	1.02%	348.53K	8.43M	-32.6K	-8.55%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1%	341.47K	8.26M	-8.31K	-2.38%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.93%	317.99K	7.69M	-2.62K	-0.82%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.82%	280.52K	6.79M	-3.45K	-1.22%
Sep 30, 2025	PROSHARE ADVISORS LLC	0.76%	257.13K	6.22M	-9.23K	-3.47%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.75%	256.57K	6.21M	73.59K	+40.22%
Sep 30, 2025	NUVEEN, LLC	0.72%	244.91K	5.92M	-11.98K	-4.66%
Sep 30, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.68%	230.74K	5.58M	0	0
Sep 30, 2025	NORTHERN TRUST CORP	1.17%	398.66K	9.64M	-9.42K	-2.31%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.96%	327.81K	7.93M	4.59K	+1.42%
Sep 30, 2025	LORD, ABBETT & CO. LLC	0.96%	326.73K	7.9M	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.63%	215.73K	5.22M	35.15K	+19.47%
Sep 30, 2025	ROYCE & ASSOCIATES LP	0.5%	169.01K	4.09M	2.89K	+1.74%
Sep 30, 2025	BARCLAYS PLC	0.15%	50.13K	1.21M	-27.92K	-35.77%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.4%	136.73K	3.31M	-6.87K	-4.78%
Sep 30, 2025	MARTIN & CO INC /TN/	0.39%	132.59K	3.21M	1.34K	+1.02%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.39%	132.46K	3.2M	16.18K	+13.91%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.27%	91.91K	2.22M	-3.02K	-3.18%
Sep 30, 2025	ROYAL BANK OF CANADA	0.24%	80.2K	1.94M	-12.67K	-13.65%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.22%	74.5K	1.8M	0	0
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.17%	58.04K	1.4M	30.73K	+112.47%
Sep 30, 2025	RHUMBLINE ADVISERS	0.29%	99.89K	2.42M	-1.51K	-1.49%
Sep 30, 2025	UBS GROUP AG	0.29%	98.43K	2.38M	-11.11K	-10.15%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	66.17K	1.6M	1.3K	+2.00%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.19%	64.67K	1.56M	1.75K	+2.77%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.76%	260.24K	6.3M	10.11K	+4.04%
Sep 30, 2025	DANA INVESTMENT ADVISORS, INC.	0.65%	220.74K	5.34M	-1.55K	-0.70%
Sep 30, 2025	NWAM LLC	0.16%	53.48K	1.23M	2	0.00%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.15%	51.37K	1.24M	-47.37K	-47.98%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	7.72%	2.63M	63.53M	220.27K	+9.15%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.46%	838.43K	20.28M	10.4K	+1.26%
Sep 30, 2025	JENNISON ASSOCIATES LLC	9.05%	3.08M	74.51M	102.71K	+3.45%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.48%	502.87K	12.16M	-1.64K	-0.32%
Sep 30, 2025	INVESCO LTD.	0.76%	257.23K	6.22M	-18K	-6.54%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.62%	210.35K	5.09M	69.9K	+49.77%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.41%	140.83K	3.41M	42.96K	+43.90%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.4%	137.74K	3.33M	10.11K	+7.92%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.38%	128.98K	3.12M	14.32K	+12.49%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.33%	110.76K	2.68M	-29.56K	-21.07%
Sep 30, 2025	VANGUARD GROUP INC	6.95%	2.37M	57.26M	-52.83K	-2.18%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	5.96%	2.03M	49.07M	-9.67K	-0.47%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.36%	463.4K	11.21M	463.4K	+100.00%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.84%	285.83K	6.91M	-35.7K	-11.10%
Sep 30, 2025	HEARTLAND ADVISORS INC	0.81%	275K	6.65M	0	0
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.55%	188.73K	4.57M	-18.26K	-8.82%
Sep 30, 2025	KILEY JUERGENS WEALTH MANAGEMENT, LLC	0.52%	177.42K	4.29M	-55.44K	-23.81%
Sep 30, 2025	DEPRINCE RACE & ZOLLO INC	0.21%	70.51K	1.71M	26.73K	+61.04%
Sep 30, 2025	STATE STREET CORP	4.48%	1.52M	36.88M	-62.62K	-3.94%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	3.95%	1.34M	32.52M	-16.52K	-1.21%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.73%	250.13K	5.96M	3.83K	+1.56%
Jun 30, 2025		0.75%	256.89K	6.12M	154.51K	+150.92%
Jun 30, 2025	PROSHARE ADVISORS LLC	0.78%	266.36K	6.35M	-37.69K	-12.40%
Jun 30, 2025	HEARTLAND ADVISORS INC	0.81%	275K	6.56M	0	0
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.28%	94.93K	2.26M	5.14K	+5.72%
Jun 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.25%	84.48K	2.01M	-71.18K	-45.73%
Jun 30, 2025	ROYAL BANK OF CANADA	0.27%	92.87K	2.21M	4.73K	+5.36%
Jun 30, 2025	RHUMBLINE ADVISERS	0.3%	101.4K	2.42M	3.62K	+3.70%
Jun 30, 2025	LORD, ABBETT & CO. LLC	0.96%	326.73K	7.79M	10.58K	+3.35%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.16%	393.62K	9.38M	6.66K	+1.72%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.43%	828.03K	19.74M	3.45K	+0.42%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	5.99%	2.04M	48.59M	-30.81K	-1.49%
Jun 30, 2025	CITIGROUP INC	0.2%	68.41K	1.63M	-21.15K	-23.62%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.22%	74.5K	1.78M	0	0
Jun 30, 2025	STATE STREET CORP	4.66%	1.59M	37.84M	52.44K	+3.42%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	4%	1.36M	32.44M	-21.79K	-1.58%
Jun 30, 2025	MORGAN STANLEY	1.12%	381.13K	9.09M	-50.75K	-11.75%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.95%	323.22K	7.71M	-531	-0.16%
Jun 30, 2025	INVESCO LTD.	0.81%	275.22K	6.56M	-53.56K	-16.29%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.41%	140.32K	3.35M	-73.3K	-34.31%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.38%	127.63K	3.04M	3.83K	+3.09%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.34%	114.66K	2.73M	-123.56K	-51.87%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.29%	97.86K	2.33M	-76.29K	-43.81%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.29%	98.73K	2.35M	20.6K	+26.37%
Jun 30, 2025	MARTIN & CO INC /TN/	0.39%	131.25K	3.13M	-1.47K	-1.10%
Jun 30, 2025	NUVEEN, LLC	0.75%	256.89K	6.12M	154.51K	+150.92%
Jun 30, 2025	DANA INVESTMENT ADVISORS, INC.	0.65%	222.29K	5.3M	-3.41K	-1.51%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.53%	180.58K	4.31M	25.67K	+16.57%
Jun 30, 2025	ROYCE & ASSOCIATES LP	0.49%	166.12K	3.96M	0	0
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.23%	77.55K	1.85M	-39.38K	-33.68%
Jun 30, 2025	VANGUARD GROUP INC	7.11%	2.42M	57.69M	9.2K	+0.38%
Jun 30, 2025	BLACKROCK, INC.	14.38%	4.89M	116.68M	-51.55K	-1.04%
Jun 30, 2025	SWISS NATIONAL BANK	0.19%	64.87K	1.55M	-1.3K	-1.96%
Jun 30, 2025	BARCLAYS PLC	0.23%	78.04K	1.86M	15.2K	+24.20%
Jun 30, 2025	JENNISON ASSOCIATES LLC	8.75%	2.98M	70.98M	225.2K	+8.18%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	7.07%	2.41M	57.36M	925.06K	+62.46%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.48%	504.51K	12.03M	59.63K	+13.40%
Jun 30, 2025	NORTHERN TRUST CORP	1.2%	408.08K	9.73M	-4.12K	-1.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.03%	349.78K	8.34M	-4.35K	-1.23%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.94%	321.53K	7.67M	-10.9K	-3.28%
Jun 30, 2025	KILEY JUERGENS WEALTH MANAGEMENT, LLC	0.68%	232.86K	5.55M	-1.21K	-0.52%
Jun 30, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.68%	230.74K	5.5M	0	0
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.61%	206.99K	4.93M	13.17K	+6.79%
Jun 30, 2025	GREAT LAKES ADVISORS, LLC	0.54%	184.93K	4.41M	-4.12K	-2.18%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.54%	182.98K	4.36M	53.49K	+41.30%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.42%	143.6K	3.42M	-17.61K	-10.92%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.94%	320.6K	7.64M	-6.65K	-2.03%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.83%	283.97K	6.77M	-7.93K	-2.72%
Jun 30, 2025	UBS GROUP AG	0.32%	109.55K	2.61M	11.81K	+12.08%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.34%	116.28K	2.77M	8.46K	+7.84%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.41%	140.45K	3.35M	14.9K	+11.87%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.72%	246.3K	5.99M	4.95K	+2.05%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.36%	123.8K	3.01M	4.95K	+4.16%
Mar 31, 2025	NORTHERN TRUST CORP	1.21%	412.2K	10.03M	-21.48K	-4.95%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.37%	125.55K	3.05M	-15.6K	-11.05%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.34%	116.93K	2.84M	49.37K	+73.08%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.47%	161.21K	3.92M	-210.83K	-56.67%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.14%	386.96K	9.41M	5.71K	+1.50%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.04%	354.12K	8.62M	-12.71K	-3.47%
Mar 31, 2025	GREAT LAKES ADVISORS, LLC	0.56%	189.04K	4.6M	-31.21K	-14.17%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.51%	174.15K	4.24M	30.24K	+21.01%
Mar 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.46%	155.66K	3.79M	20.46K	+15.13%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.46%	154.91K	3.77M	7.02K	+4.75%
Mar 31, 2025	JPMORGAN CHASE & CO	0.41%	140.98K	3.43M	-84.97K	-37.61%
Mar 31, 2025	MARTIN & CO INC /TN/	0.39%	132.71K	3.23M	1.87K	+1.43%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	4.06%	1.38M	33.64M	-114.19K	-7.63%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.42%	824.58K	20.07M	24.62K	+3.08%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.31%	444.88K	10.82M	11.58K	+2.67%
Mar 31, 2025	MORGAN STANLEY	1.27%	431.88K	10.51M	-24.04K	-5.27%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.38%	129.5K	3.15M	2.4K	+1.89%
Mar 31, 2025	JANE STREET GROUP, LLC	0.32%	107.48K	2.62M	87.48K	+437.33%
Mar 31, 2025		0.3%	102.38K	2.49M	102.38K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.29%	97.74K	2.38M	36.58K	+59.82%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.26%	89.8K	2.18M	-3.23K	-3.47%
Mar 31, 2025	CITIGROUP INC	0.26%	89.57K	2.18M	6.38K	+7.67%
Mar 31, 2025	ROYAL BANK OF CANADA	0.26%	88.14K	2.14M	-4.75K	-5.11%
Mar 31, 2025	KILEY JUERGENS WEALTH MANAGEMENT, LLC	0.69%	234.07K	5.69M	-1.96K	-0.83%
Mar 31, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.68%	230.74K	5.61M	0	0
Mar 31, 2025	RHUMBLINE ADVISERS	0.29%	97.79K	2.38M	-6.65K	-6.36%
Mar 31, 2025	BLACKROCK, INC.	14.54%	4.95M	120.33M	-96.9K	-1.92%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	6.08%	2.07M	50.33M	411	+0.02%
Mar 31, 2025	DEPRINCE RACE & ZOLLO INC	0.54%	184.84K	4.5M	31.58K	+20.60%
Mar 31, 2025	JENNISON ASSOCIATES LLC	8.09%	2.75M	66.96M	545.35K	+24.71%
Mar 31, 2025	VANGUARD GROUP INC	7.09%	2.41M	58.65M	-27.78K	-1.14%
Mar 31, 2025	STATE STREET CORP	4.51%	1.53M	37.34M	-121.77K	-7.35%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	4.35%	1.48M	36.03M	1.47M	+15,727.69%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.98%	332.43K	8.09M	86.7K	+35.28%
Mar 31, 2025	INVESCO LTD.	0.97%	328.78K	8M	-40.65K	-11.00%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.96%	327.25K	7.96M	-2.36K	-0.72%
Mar 31, 2025	LORD, ABBETT & CO. LLC	0.93%	316.15K	7.69M	-1.23K	-0.39%
Mar 31, 2025	PROSHARE ADVISORS LLC	0.89%	304.05K	7.4M	-420	-0.14%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.86%	291.9K	7.1M	-31.39K	-9.71%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.7%	238.21K	5.8M	-31.55K	-11.70%
Mar 31, 2025	DANA INVESTMENT ADVISORS, INC.	0.66%	225.69K	5.49M	19.18K	+9.28%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.63%	213.63K	5.2M	-64.55K	-23.20%
Mar 31, 2025	ROYCE & ASSOCIATES LP	0.49%	166.12K	4.04M	-59K	-26.21%
Mar 31, 2025	ZACKS INVESTMENT MANAGEMENT	0.36%	122.71K	2.99M	122.71K	+100.00%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.32%	107.83K	2.62M	22.72K	+26.69%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.95%	323.75K	7.88M	-926.15K	-74.10%
Mar 31, 2025	HEARTLAND ADVISORS INC	0.81%	275K	6.69M	0	0
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.57%	193.82K	4.72M	4.1K	+2.16%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.68%	1.28M	24.89M	275K	+27.26%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.21%	72.43K	1.4M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.28%	96.66K	1.87M	-20.64K	-17.60%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.28%	98.29K	1.91M	1.11K	+1.15%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.3%	103.85K	2.01M	-4.01K	-3.72%
Mar 31, 2024	ROYAL BANK OF CANADA	0.3%	104.36K	2.02M	-11.84K	-10.19%
Mar 31, 2024	RHUMBLINE ADVISERS	0.32%	111.11K	2.15M	-3.82K	-3.32%
Mar 31, 2024	BOSTON PARTNERS	0.32%	112.44K	2.18M	46.51K	+70.54%
Mar 31, 2024	ELEQUIN SECURITIES, LLC	0.35%	121.04K	2.35M	114.43K	+1,730.07%
Mar 31, 2024	PENN CAPITAL MANAGEMENT COMPANY, LLC	0.35%	121.04K	2.35M	89.7K	+286.26%
Mar 31, 2024	JPMORGAN CHASE & CO	0.36%	126.84K	2.46M	11.5K	+9.97%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.37%	128.59K	2.49M	-4.22K	-3.18%
Mar 31, 2024	MARTIN & CO INC /TN/	0.41%	141.41K	2.74M	2.93K	+2.12%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.41%	142.03K	2.75M	8.51K	+6.37%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.42%	145.05K	2.81M	-2.9K	-1.96%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.43%	149.31K	2.9M	6.04K	+4.22%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.45%	157.51K	3.05M	5.32K	+3.50%
Mar 31, 2024	INVESCO LTD.	0.57%	197.48K	3.83M	54.75K	+38.36%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.57%	200.32K	3.88M	18.43K	+10.13%
Mar 31, 2024	KILEY JUERGENS WEALTH MANAGEMENT, LLC	0.69%	239.6K	4.65M	1.74K	+0.73%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.8%	278.16K	5.39M	126.41K	+83.30%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.84%	292.42K	5.67M	125.73K	+75.42%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.87%	303.99K	5.89M	158.7K	+109.23%
Mar 31, 2024	LORD, ABBETT & CO. LLC	0.94%	327.84K	6.36M	0	0
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	1.12%	389.65K	7.56M	15.69K	+4.20%
Mar 31, 2024	HEARTLAND ADVISORS INC	1.15%	400K	7.76M	-46K	-10.31%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.25%	784.63K	15.22M	10.84K	+1.40%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	2.87%	1M	19.45M	-64.08K	-6.00%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	5.31%	1.85M	35.96M	121.09K	+6.98%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.29%	99.63K	1.93M	7.53K	+8.17%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.29%	99.9K	1.94M	-262	-0.26%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	5.54%	1.93M	37.46M	-59.33K	-2.98%
Mar 31, 2024	VANGUARD GROUP INC	7.13%	2.49M	48.22M	-188.7K	-7.05%
Mar 31, 2024	BLACKROCK INC.	14.67%	5.12M	99.27M	47.38K	+0.93%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.09%	32.45K	627K	-3.84K	-10.58%
Mar 31, 2024	CREDIT SUISSE AG/	0.09%	32.65K	633.08K	0	0
Mar 31, 2024	UBS GROUP AG	0.11%	37.65K	730.11K	-14.86K	-28.30%
Mar 31, 2024	KEYBANK NATIONAL ASSOCIATION/OH	0.12%	40.16K	778.76K	6.12K	+17.99%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.12%	40.26K	780.58K	-4.27K	-9.59%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.13%	45.05K	873.56K	-2K	-4.25%
Mar 31, 2024	RAFFERTY ASSET MANAGEMENT, LLC	0.13%	45.4K	880.21K	4.26K	+10.35%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.14%	49.14K	952.75K	-1.06K	-2.10%
Mar 31, 2024	FEDERATED HERMES, INC.	0.14%	50.08K	971.01K	-429	-0.85%
Mar 31, 2024	NWAM LLC	0.16%	54.85K	1.03M	-16	-0.03%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.16%	55.1K	1.07M	-3K	-5.16%
Mar 31, 2024	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.16%	56.72K	1.1M	-3.91K	-6.44%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.17%	58.11K	1.13M	-53.58K	-47.97%
Mar 31, 2024	CITIGROUP INC	0.17%	60.04K	1.16M	12K	+24.99%
Mar 31, 2024	SEI INVESTMENTS CO	0.18%	62.27K	1.21B	-2.93K	-4.49%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	69.07K	1.34M	0	0
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.1%	383.63K	7.44M	106.69K	+38.52%
Mar 31, 2024	HSBC HOLDINGS PLC	0.24%	84.62K	1.64M	-98.03K	-53.67%
Mar 31, 2024	ASSENAGON ASSET MANAGEMENT S.A.	0.59%	205.85K	3.99M	12.01K	+6.19%
Mar 31, 2024	US BANCORP \DE\	0.59%	206.78K	4.01M	140.59K	+212.43%
Mar 31, 2024	GREAT LAKES ADVISORS, LLC	0.6%	209.33K	4.06M	-2.3K	-1.09%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.64%	222.13K	4.31M	7.53K	+3.51%
Mar 31, 2024	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.66%	230.74K	4.47M	0	0
Mar 31, 2024	DANA INVESTMENT ADVISORS, INC.	0.71%	247.42K	4.8M	247.42K	+100.00%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.78%	269.91K	5.23M	85.03K	+45.99%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1%	349.91K	6.78M	-1.94K	-0.55%
Mar 31, 2024	NORTHERN TRUST CORP	1.26%	439.75K	8.53M	-25.24K	-5.43%
Mar 31, 2024	MORGAN STANLEY	1.38%	482.7K	9.36M	-15.82K	-3.17%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.62%	563.92K	10.93M	37.49K	+7.12%
Mar 31, 2024	JENNISON ASSOCIATES LLC	2.16%	753.57K	14.61M	753.57K	+100.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	2.69%	940.04K	18.23M	7.87K	+0.84%
Mar 31, 2024	STATE STREET CORP	4.75%	1.66M	32.17M	42.74K	+2.64%
Dec 31, 2023	HSBC HOLDINGS PLC	0.52%	182.65K	3.93M	164.38K	+899.56%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.55%	193.85K	4.15M	50.69K	+35.41%
Dec 31, 2023	FOREST HILL CAPITAL, LLC	0.6%	211.59K	4.53M	-43.1K	-16.92%
Dec 31, 2023	GREAT LAKES ADVISORS, LLC	0.6%	211.63K	4.53M	30.03K	+16.53%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.61%	214.6K	4.59M	8.26K	+4.00%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	0.63%	219.26K	4.69M	-316.56K	-59.08%
Dec 31, 2023	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.66%	230.74K	4.94M	0	0
Dec 31, 2023	KILEY JUERGENS WEALTH MANAGEMENT, LLC	0.68%	237.86K	5.09M	-1.89K	-0.79%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.79%	276.95K	5.92M	89.13K	+47.46%
Dec 31, 2023	LORD, ABBETT & CO. LLC	0.94%	327.84K	7.01M	58.55K	+21.74%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1%	351.85K	7.53M	46.94K	+15.40%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	1.07%	373.96K	8M	86.56K	+30.12%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.53%	184.88K	3.95M	120.41K	+186.76%
Dec 31, 2023	HEARTLAND ADVISORS INC	1.27%	446K	9.54M	-6.1K	-1.35%
Dec 31, 2023	NORTHERN TRUST CORP	1.33%	464.99K	9.95M	1.19K	+0.26%
Dec 31, 2023	MORGAN STANLEY	1.42%	498.52K	10.66M	87.51K	+21.29%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.5%	526.43K	11.26M	1.79K	+0.34%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.21%	773.79K	16.55M	41K	+5.60%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	2.66%	932.18K	19.94M	-90.45K	-8.85%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.88%	1.01M	21.58M	25.97K	+2.64%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	3.05%	1.07M	22.83M	139.1K	+14.99%
Dec 31, 2023	STATE STREET CORP	4.62%	1.62M	34.58M	106.45K	+7.05%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	4.95%	1.73M	37.09M	92.32K	+5.62%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	5.69%	1.99M	42.59M	-224.04K	-10.11%
Dec 31, 2023	VANGUARD GROUP INC	7.64%	2.68M	57.23M	115.19K	+4.50%
Dec 31, 2023	BLACKROCK INC.	14.48%	5.07M	108.5M	18.49K	+0.37%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.21%	74.9K	1.6M	74.9K	+100.00%
Dec 31, 2023	BARCLAYS PLC	0.22%	77.8K	1.66M	18.54K	+31.29%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.26%	92.1K	1.97B	8.26K	+9.85%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.28%	97.18K	2.08M	-1.24K	-1.26%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.29%	100.16K	2.14M	6.6K	+7.05%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.31%	107.86K	2.31M	-197.54K	-64.68%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.32%	111.69K	2.39M	-682	-0.61%
Dec 31, 2023	RHUMBLINE ADVISERS	0.33%	114.93K	2.46M	5.11K	+4.66%
Dec 31, 2023	JPMORGAN CHASE & CO	0.33%	115.34K	2.47M	3.29K	+2.93%
Dec 31, 2023	ROYAL BANK OF CANADA	0.33%	116.2K	2.49M	6.7K	+6.12%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.33%	117.3K	2.51M	21.65K	+22.63%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.35%	124.29K	2.66M	32.72K	+35.73%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.38%	132.8K	2.84M	-34.61K	-20.68%
Dec 31, 2023	PANAGORA ASSET MANAGEMENT INC	0.38%	133.52K	2.86M	56.04K	+72.32%
Dec 31, 2023	MARTIN & CO INC /TN/	0.4%	138.48K	2.96M	-4.74K	-3.31%
Dec 31, 2023	OBERWEIS ASSET MANAGEMENT INC/	0.4%	140.4K	3M	4.4K	+3.24%
Dec 31, 2023	INVESCO LTD.	0.41%	142.73K	3.05M	26.94K	+23.27%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.41%	143.27K	3.07M	-20.78K	-12.67%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.41%	145.29K	3.11M	-80.2K	-35.57%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.42%	147.95K	3.16M	-55.2K	-27.17%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.43%	151.75K	3.25M	-12.7K	-7.72%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.43%	152.19K	3.26M	-85.21K	-35.89%
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.48%	166.7K	3.57M	-4.96K	-2.89%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.52%	181.89K	3.89M	-7.68K	-4.05%

Insiders

Among the HFWA insiders holding of 1.59% of the stake in company, VANCE BRIAN L, director, holds the largest shares of 92.37K. DEUEL JEFFREY J, CEO, is the second largest HFWA insider with ownership of 70.91K shares. PICKERING ANTHONY, director, stands third with possession of 48.09K shares of that stake.

Insiders	Designation	Shares Held
VANCE BRIAN L	director	92.37K
DEUEL JEFFREY J	CEO	70.91K
PICKERING ANTHONY	director	48.09K
CLEES JOHN A	director	44.92K
CHRISTENSEN GARY B	director	42.1K
HINSON DONALD	EVPand Chief Financial Officer	42.09K
LYON JEFFREY S	director	40.74K
CHARNESKI BRIAN	director	36.54K
MCDONALD BRYAN	President	31.36K
CURRAN AMY E.	EVP Director Commercial Lend	24.35K
MILLER GRAGG E	director	21.25K
SPURLING DAVID A	Chief Credit Officer	20.3K
CHALFANT TONY	EVP Chief Credit Officer	19.87K
HUNTLEY CINDY M	EVP Chief Banking Officer	19.82K
CRAWFORD MARK D	director	9.5K
GAVIN DEBORAH J	director	7.69K
ALTOM RHODA L	director	5.92K
RIVERA FREDERICK B	director	4.97K
WILSON KELLI ANN	EVP Chief Banking Officer	3.78K
BANNER LISA	EVP Director Shared Services	731
ROBISON SABRINA C	EVP Chief HR Officer	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 01, 2026	ROBISON SABRINA C	SALE	27.61	4.72K	130.43K	0
Feb 11, 2026	CHALFANT TONY	SALE	27.65	4.67K	129.06K	19.87K
Feb 03, 2026	RIVERA FREDERICK B	SALE	26.31	1.8K	47.35K	4.97K
Jan 26, 2026	WILSON KELLI ANN	SALE	26.48	1.9K	50.31K	3.78K
Nov 20, 2025	MCDONALD BRYAN	PURCHASE	22.32	19.11K	426.45K	31.36K
Mar 17, 2025	CURRAN AMY E.	SALE	23.77	858	20.39K	24.35K
Mar 17, 2025	HINSON DONALD	SALE	23.59	3.42K	80.68K	42.09K
Mar 17, 2025	DEUEL JEFFREY J	SALE	23.66	7.03K	166.39K	70.91K
Jan 27, 2025	RIVERA FREDERICK B	SALE	25.45	2.7K	68.72K	3.84K
Nov 07, 2024	CHALFANT TONY	SALE	26.50	2.98K	78.84K	20.12K
Dec 14, 2023	RIVERA FREDERICK B	PURCHASE	21.64	100	2.16K	4.82K
Dec 11, 2023	RIVERA FREDERICK B	PURCHASE	20.23	600	12.14K	4.72K
Sep 13, 2023	CHARNESKI BRIAN	PURCHASE	16.70	5K	83.5K	36.54K
May 19, 2023	RIVERA FREDERICK B	PURCHASE	16.34	600	9.8K	4.12K
May 04, 2023	CHARNESKI BRIAN	PURCHASE	15.88	5K	79.39K	13.68K
Apr 26, 2023	LYON JEFFREY S	PURCHASE	17.36	1.75K	30.39K	40.74K
Nov 04, 2022	HUNTLEY CINDY M	SALE	32.61	1.19K	38.9K	19.82K
Nov 02, 2022	VANCE BRIAN L	SALE	32.73	5.15K	168.47K	92.37K
Nov 01, 2022	CHARNESKI BRIAN	SALE	33.63	2K	67.25K	29.73K
Oct 31, 2022	CHARNESKI BRIAN	SALE	33.67	2K	67.34K	31.73K
Oct 26, 2022	CLEES JOHN A	SALE	31.55	2K	63.11K	44.92K
Oct 24, 2022	CHALFANT TONY	SALE	31.38	3.12K	98.02K	16.14K
Jun 07, 2022	VANCE BRIAN L	SALE	25.83	5.47K	141.28K	97.51K
Jun 09, 2021	CLEES JOHN A	SALE	28.65	3.26K	93.28K	45.2K
May 11, 2021	VANCE BRIAN L	SALE	28.18	8.53K	240.41K	97.84K
May 10, 2021	VANCE BRIAN L	SALE	29.00	3.67K	106.34K	106.37K
May 04, 2021	HUNTLEY CINDY M	SALE	28.63	1.15K	32.87K	19.96K
Apr 29, 2021	CHALFANT TONY	SALE	28.52	2K	57.04K	16.77K
Mar 15, 2021	CHARNESKI BRIAN	SALE	29.69	3.33K	98.71K	10.68K
Mar 09, 2021	CHARNESKI BRIAN	SALE	29.62	2K	59.24K	12K
Nov 11, 2020	VANCE BRIAN L	SALE	23.79	4.52K	107.42K	104.56K
May 14, 2020	MILLER GRAGG E	PURCHASE	15.38	1K	15.38K	21.25K
May 08, 2020	DEUEL JEFFREY J	PURCHASE	18.55	5.39K	100K	39.35K
Mar 12, 2020	CHARNESKI BRIAN	PURCHASE	18.42	3.33K	61.26K	14K
Mar 05, 2020	LYON JEFFREY S	PURCHASE	23.38	2K	46.76K	34K
Dec 06, 2019	SPURLING DAVID A	SALE	27.43	8.66K	237.55K	20.3K
Dec 06, 2019	HINSON DONALD	SALE	27.48	2.3K	63.31K	29.86K
Dec 04, 2019	SPURLING DAVID A	SALE	27.47	8.66K	237.88K	20.3K
Sep 11, 2019	MCDONALD BRYAN	SALE	26.67	4K	106.68K	11.12K
Sep 10, 2019	VANCE BRIAN L	SALE	26.82	2.27K	60.98K	98.74K
Jun 14, 2019	BANNER LISA	SALE	29.25	976	28.55K	731
Apr 29, 2019	VANCE BRIAN L	SALE	30.74	3.89K	119.42K	101.01K
Mar 15, 2019	VANCE BRIAN L	SALE	31.53	12.71K	400.59K	102.93K
Mar 14, 2019	VANCE BRIAN L	SALE	31.48	916	28.84K	115.63K
Feb 06, 2019	SPURLING DAVID A	SALE	31.62	711	22.48K	28.65K
Feb 06, 2019	HINSON DONALD	SALE	31.60	3.27K	103.27K	30.63K
Nov 28, 2018	VANCE BRIAN L	SALE	34.74	5K	173.72K	118.31K
Nov 27, 2018	VANCE BRIAN L	SALE	34.44	5K	172.21K	123.31K
Nov 26, 2018	VANCE BRIAN L	SALE	34.49	5K	172.45K	128.31K
Nov 15, 2018	BANNER LISA	SALE	33.44	1.33K	44.35K	932
Sep 05, 2018	SPURLING DAVID A	SALE	36.65	615	22.54K	27.86K
Aug 27, 2018	CLEES JOHN A	SALE	36.26	1K	36.26K	45.21K
Jul 27, 2018	VANCE BRIAN L	SALE	36.29	6.73K	244.35K	133.31K
Jul 27, 2018	CHARNESKI BRIAN	SALE	36.04	420	15.14K	0
Jul 27, 2018	HINSON DONALD	SALE	36.10	816	29.46K	30.89K
Apr 30, 2018	SPURLING DAVID A	SALE	29.85	1.5K	44.78K	27.26K
Dec 06, 2017	CHARNESKI BRIAN	SALE	31.76	800	25.41K	28.8K
Nov 27, 2017	CLEES JOHN A	SALE	31.07	1K	31.07K	46.04K
Nov 14, 2017	CLEES JOHN A	SALE	30.00	1K	30.01K	47.04K
Nov 07, 2017	HINSON DONALD	SALE	31.22	1K	31.22K	33.29K
Nov 07, 2017	VANCE BRIAN L	SALE	30.75	5.64K	173.34K	142.01K
Oct 30, 2017	PICKERING ANTHONY	SALE	30.76	11K	338.36K	48.09K
Aug 18, 2017	BANNER LISA	SALE	26.19	527	13.8K	2.34K
Jul 31, 2017	CLEES JOHN A	SALE	27.29	1K	27.29K	48.04K
May 02, 2017	VANCE BRIAN L	SALE	25.80	8.56K	220.9K	160.28K
Apr 28, 2017	CLEES JOHN A	SALE	26.95	2K	53.9K	50.04K
Mar 17, 2017	CRAWFORD MARK D	SALE	24.55	2.5K	61.38K	9.5K
Feb 17, 2017	SPURLING DAVID A	SALE	25.32	2K	50.64K	31.55K
Feb 10, 2017	CLEES JOHN A	SALE	25.00	2.5K	62.5K	52.04K
Jan 30, 2017	CLEES JOHN A	SALE	25.44	2.5K	63.6K	54.54K
Dec 12, 2016	HINSON DONALD	SALE	24.91	439	10.93K	36.36K
Dec 06, 2016	CLEES JOHN A	SALE	24.25	2K	48.51K	57.04K
Nov 17, 2016	CLEES JOHN A	SALE	21.93	2K	43.85K	59.04K
Nov 14, 2016	MCDONALD BRYAN	SALE	21.09	1.26K	26.62K	19.4K
Nov 01, 2016	CHRISTENSEN GARY B	PURCHASE	18.41	1K	18.41K	42.1K
Sep 09, 2016	MCDONALD BRYAN	SALE	18.42	1K	18.48K	19.4K
Sep 08, 2016	MCDONALD BRYAN	SALE	18.41	755	13.9K	20.4K
Sep 02, 2016	SPURLING DAVID A	SALE	18.47	1K	18.47K	33.55K
Aug 19, 2016	CLEES JOHN A	SALE	18.09	3K	54.27K	61.04K
Jun 14, 2016	ALTOM RHODA L	PURCHASE	17.41	175	3.05K	5.92K
May 31, 2016	DEUEL JEFFREY J	SALE	18.25	13.33K	243.35K	38.06K
May 09, 2016	GAVIN DEBORAH J	PURCHASE	17.10	4K	68.4K	7.69K
May 04, 2016	ALTOM RHODA L	PURCHASE	17.68	750	13.26K	5.74K
Apr 27, 2016	CHRISTENSEN GARY B	PURCHASE	18.32	1K	18.32K	22K
Apr 25, 2016	SPURLING DAVID A	SALE	17.83	2K	35.59K	35.39K
Feb 16, 2016	HUNTLEY CINDY M	SALE	17.33	2.17K	37.55K	16.41K
Feb 08, 2016	CHRISTENSEN GARY B	PURCHASE	17.38	1K	17.38K	39.68K
Feb 01, 2016	CHRISTENSEN GARY B	PURCHASE	17.98	1K	17.98K	38.68K
Dec 10, 2015	MCDONALD BRYAN	SALE	18.50	5.09K	94.17K	21.41K
Dec 07, 2015	MCDONALD BRYAN	SALE	19.00	210	3.99K	26.71K
Nov 05, 2015	HINSON DONALD	SALE	19.20	900	17.28K	35.72K
Sep 11, 2015	CLEES JOHN A	SALE	18.20	1K	18.2K	62.62K
Sep 08, 2015	CLEES JOHN A	SALE	18.00	1K	18K	63.62K
Aug 18, 2015	CLEES JOHN A	SALE	18.25	1K	18.25K	64.62K
Aug 14, 2015	DEUEL JEFFREY J	SALE	18.25	6.67K	121.65K	34.41K
Jul 31, 2015	HUNTLEY CINDY M	SALE	17.81	100	1.78K	16.26K
Mar 10, 2015	ALTOM RHODA L	PURCHASE	16.25	169	2.75K	3.88K
Feb 10, 2015	ALTOM RHODA L	PURCHASE	16.26	553	8.99K	3.71K
Feb 03, 2015	CLEES JOHN A	SALE	16.10	2K	32.19K	64.51K
Feb 02, 2015	CLEES JOHN A	SALE	15.85	2K	31.7K	66.51K
Dec 04, 2014	ALTOM RHODA L	PURCHASE	17.05	225	3.84K	3.16K
Dec 03, 2014	ALTOM RHODA L	PURCHASE	17.12	360	6.16K	2.93K
Oct 27, 2014	CRAWFORD MARK D	PURCHASE	16.28	1K	16.28K	9.47K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES13.09K4

NET SHARES-13.09K4

SHARES HELD28.62K4

% NET SHARES-145.74%0%

Frequently Asked Questions