How many institutions own HIFS 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 HIFS shares is 153, representing 62.71% of the company's common stock.

Who are the major shareholders selling Hingham Institution for Savings stock?

POINT72 ASSET MANAGEMENT, L.P., in the last quarter, reduced its stake in HIFS by -26.4% restricting it's holding to 3.43 thousand shares of worth nearly $904.44K. MORGAN STANLEY also lessened -9.7% of the HIFS shares from its portfolio, reducing its holding to 23.73 thousand shares of worth $6.26M. RUSSELL INVESTMENTS GROUP, LTD. also shunned HIFS shares holding by -0.91% last quarter which brought its holding to 16.14 thousand shares worth $4.26M.

Investors who are buying HIFS stock?

As per its latest 13F filing, TWO SIGMA ADVISERS, LP increased its stake in HIFS by 360% in the last quarter. The institutional holder raised its holding to 4.6 thousand shares having worth more than $1.21M. BANK OF AMERICA CORP /DE/ also added 337.24% more shares of HIFS to its portfolio, raising its holding to 13.86 thousand shares of worth $3.65M. GOLDMAN SACHS GROUP INC also increased its HIFS shares holding by 507.07% which brought its holding to 19.92 thousand shares worth $5.26M.

HIFS's major insiders: who are they?

The insider with the most stakes in HIFS is N/A , N/A at the company. Additionally, HIFS stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell HIFS stock?

Company executives, directors, and other insiders own 24.37% percent of Hingham Institution for Savings's stock. Within the last six months, there have been 0 transaction(s) in which HIFS insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased HIFS stock?

There have been 0 transaction(s) during the past 6-months in which Hingham Institution for Savings insiders have bought stock, totalling 0 shares

How much of HIFS does insiders own?

Around 0 Hingham Institution for Savings shares are held by insiders, which represents about 24.37% of HIFS stock.

Who is the insider with the largest stake?

HIFS N/A, N/A holds the largest portfolio of the company's shares. HIFS shares owned by N/A total nearly -.

Which institution holds the most shares in HIFS?

POINT72 ASSET MANAGEMENT, L.P. is the largest institutional owner in HIFS which holds 3.43 thousand shares worth $904.44K or 0.16% of the total HIFS shares outstanding followed by TWO SIGMA ADVISERS, LP with ownership of 4.6 thousand shares representing 0.21% of the HIFS ownership. BANK OF AMERICA CORP /DE/ is the third largest stakeholder with 13.86 thousand shares or 0.64% of the ownership worth more than $3.65M.

Is Hingham Institution for Savings 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 HIFS is concerned, it is a stock which is not optionable.

Is there a short position on HIFS's shares?

Number of HIFS shares short is 187.86K. 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 HIFS shares are there?

As of today, 2.18M shares of HIFS are outstanding.

Is there many float in HIFS 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, HIFS has 1.67M shares in float.

HIFS 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 HIFS is 3.03.

Hingham Institution for Savings (HIFS) 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

OptionableNo

Short Percent Of Outstanding Shares8.61

Short Percent Of Float9.43

Shares Outstanding2.18M

Shares Float1.67M

Shares Short187.86K

Short Ratio3.03

9.43%

Short % of Float

8.61%

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

24.37% Percentage of Shares held by All Insiders

62.71% Percentage of Shares held by All Institutions

82.91% Percentage of Float held by Institutions

153

Number of Institutions Holding Shares

Institutional Ownership

About 62.71% of HIFS shares are held by financial institutions. POINT72 ASSET MANAGEMENT, L.P. is the top corporate investor, holding 3.43K shares valued at $904.44K. A 0.16% stake in Hingham Institution for Savings is owned by the company. TWO SIGMA ADVISERS, LP owns 4.6K shares valued at $1.21M, which translates its holding of 0.21% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.16%	3.43K	904.44K	-1.23K	-26.40%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.21%	4.6K	1.21M	3.6K	+360.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.64%	13.86K	3.65M	10.69K	+337.24%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.91%	19.92K	5.26M	16.64K	+507.07%
Sep 30, 2025	MORGAN STANLEY	1.09%	23.73K	6.26M	-2.55K	-9.70%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	1.13%	24.74K	6.53M	3.22K	+14.95%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.7%	15.32K	4.04M	10.66K	+228.52%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.74%	16.14K	4.26M	-148	-0.91%
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0.2%	4.32K	1.14M	-1.78K	-29.22%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.03%	713	188.08K	0	0
Sep 30, 2025	INCEPTIONR LLC	0.04%	766	202.06K	766	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.63%	13.84K	3.65M	816	+6.27%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.97%	43.04K	11.36M	2.26K	+5.55%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.72%	37.55K	9.9M	-1.42K	-3.65%
Sep 30, 2025	STATE STREET CORP	3.74%	81.6K	21.52M	24.22K	+42.20%
Sep 30, 2025	VANGUARD GROUP INC	4.49%	97.84K	25.81M	-1.81K	-1.81%
Sep 30, 2025	HENNESSY ADVISORS INC	0.6%	13K	3.43M	1K	+8.33%
Sep 30, 2025	ADVISER INVESTMENTS LLC	0.04%	775	204.43K	775	+100.00%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.04%	800	211.02K	800	+100.00%
Sep 30, 2025	ENTROPY TECHNOLOGIES, LP	0.04%	800	211.02K	800	+100.00%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.04%	816	215.24K	-6.37K	-88.65%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.04%	935	246.63K	0	0
Sep 30, 2025	RFG - BRISTOL WEALTH ADVISORS, LLC	0.05%	1.13K	298.42K	1	+0.09%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	1.25%	27.2K	7.17M	16.36K	+150.94%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.06%	1.21K	317.85K	-188	-13.50%
Sep 30, 2025	FIRST NATIONAL BANK SIOUX FALLS	0.06%	1.23K	324.45K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	1.27K	334.21K	-49	-3.72%
Sep 30, 2025	CRAWFORD FUND MANAGEMENT, LLC	0.89%	19.43K	5.12M	-4.6K	-19.15%
Sep 30, 2025	UBS GROUP AG	3.21%	70K	18.46M	9.49K	+15.69%
Sep 30, 2025	SCHWARTZ INVESTMENT COUNSEL INC	3.72%	81.09K	21.39M	0	0
Sep 30, 2025	DOMA PERPETUAL CAPITAL MANAGEMENT LLC	4.01%	87.55K	23.09M	0	0
Sep 30, 2025	DEUTSCHE BANK AG\	0.06%	1.28K	338.69K	215	+20.11%
Sep 30, 2025	BARCLAYS PLC	0.13%	2.74K	723.55K	-1.15K	-29.56%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.74%	59.75K	15.76M	-453	-0.75%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.13%	2.76K	728.06K	278	+11.20%
Sep 30, 2025	ARISTIDES CAPITAL LLC	0.14%	3K	791.34K	-2.7K	-47.41%
Sep 30, 2025	QUEST PARTNERS LLC	0.06%	1.32K	347.13K	-910	-40.88%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.06%	1.42K	374K	454	+47.19%
Sep 30, 2025	WELCH & FORBES LLC	0.07%	1.53K	402.27K	0	0
Sep 30, 2025	SEI INVESTMENTS CO	0.07%	1.59K	420.47K	0	0
Sep 30, 2025	QUADRATURE CAPITAL LTD	0.08%	1.64K	433.67K	1.64K	+100.00%
Sep 30, 2025	MACKENZIE FINANCIAL CORP	0.08%	1.75K	462.67K	-330	-15.83%
Sep 30, 2025	MARBLE HARBOR INVESTMENT COUNSEL, LLC	0.08%	1.76K	462.93K	0	0
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	1.8K	470.52K	0	0
Sep 30, 2025	MAREN CAPITAL LLC	9.4%	204.93K	54.06M	4.8K	+2.40%
Sep 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.15%	3.29K	867.31K	3.29K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.1%	2.24K	590.6K	322	+16.80%
Sep 30, 2025	DE LISLE PARTNERS LLP	1.23%	26.76K	7.04M	-500	-1.83%
Sep 30, 2025	ROYCE & ASSOCIATES LP	5.17%	112.77K	29.75M	-2.5K	-2.17%
Sep 30, 2025	CLEAN YIELD GROUP	0.08%	1.81K	477.44K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	1.87K	493K	1.87K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.09%	1.9K	500.39K	-213	-10.09%
Sep 30, 2025	LIONTRUST INVESTMENT PARTNERS LLP	0.35%	7.62K	2.01M	7.62K	+100.00%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.09%	1.9K	500.92K	427	+29.01%
Sep 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.1%	2.08K	548.66K	300	+16.85%
Sep 30, 2025	DRW SECURITIES, LLC	0.1%	2.14K	563.17K	2.14K	+100.00%
Sep 30, 2025	RHUMBLINE ADVISERS	0.1%	2.27K	597.45K	38	+1.71%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.11%	2.41K	635.71K	-1.72K	-41.65%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.12%	2.68K	706.4K	-330	-10.97%
Sep 30, 2025	JPMORGAN CHASE & CO	0.13%	2.73K	719.33K	1.37K	+100.81%
Sep 30, 2025	CITIGROUP INC	0.17%	3.75K	988.38K	1.21K	+47.40%
Sep 30, 2025	INVESCO LTD.	0.17%	3.78K	997.35K	469	+14.16%
Sep 30, 2025	NUVEEN, LLC	0.19%	4.25K	1.12M	0	0
Sep 30, 2025	ANCORA ADVISORS, LLC	0.21%	4.55K	1.2M	-82	-1.77%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.21%	4.56K	1.2M	-92	-1.98%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.22%	4.77K	1.26M	-2.5K	-34.40%
Sep 30, 2025	HRT FINANCIAL LP	0.22%	4.9K	1.29M	3K	+158.11%
Sep 30, 2025	ANCHOR CAPITAL ADVISORS LLC	0.25%	5.37K	1.42M	85	+1.61%
Sep 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.28%	6.04K	1.59M	3.2K	+112.80%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.33%	7.12K	1.88M	-4.57K	-39.13%
Sep 30, 2025	COLONY GROUP, LLC	0.51%	11.08K	2.92M	10	+0.09%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.58%	12.65K	3.34M	8.82K	+230.85%
Sep 30, 2025	BLACKROCK, INC.	5.87%	128.08K	33.79M	1.29K	+1.02%
Sep 30, 2025	BALDWIN BROTHERS LLC/MA	0.16%	3.38K	891.84K	-35	-1.02%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.13%	2.81K	697.62K	2.81K	+100.00%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.21%	4.66K	1.16M	137	+3.03%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.21%	4.66K	1.16M	4.66K	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.21%	4.66K	1.16M	146	+3.24%
Jun 30, 2025	BARCLAYS PLC	0.18%	3.89K	968K	1.62K	+71.32%
Jun 30, 2025	CITIGROUP INC	0.12%	2.54K	631.31K	241	+10.47%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.11%	2.48K	616.43K	1.06K	+74.91%
Jun 30, 2025	CLEAN YIELD GROUP	0.08%	1.81K	449.51K	-170	-8.59%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.28%	6.11K	1.52M	4.42K	+262.96%
Jun 30, 2025	ANCHOR CAPITAL ADVISORS LLC	0.24%	5.29K	1.31M	-75	-1.40%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.21%	4.63K	1.15M	-1.3K	-21.85%
Jun 30, 2025	MACKENZIE FINANCIAL CORP	0.1%	2.08K	517.56K	520	+33.25%
Jun 30, 2025	CREATIVE PLANNING	0.09%	1.92K	476.09K	-1.11K	-36.71%
Jun 30, 2025	MAREN CAPITAL LLC	9.18%	200.13K	49.7M	8.74K	+4.56%
Jun 30, 2025	BLACKROCK, INC.	5.81%	126.79K	31.49M	-6.84K	-5.12%
Jun 30, 2025	ROYCE & ASSOCIATES LP	5.29%	115.27K	28.63M	25.69K	+28.67%
Jun 30, 2025	SCHWARTZ INVESTMENT COUNSEL INC	3.72%	81.09K	20.14M	0	0
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.79%	38.97K	9.68M	1.3K	+3.45%
Jun 30, 2025	DE LISLE PARTNERS LLP	1.25%	27.26K	6.78M	1.36K	+5.25%
Jun 30, 2025	MORGAN STANLEY	1.2%	26.28K	6.53B	1.57K	+6.37%
Jun 30, 2025	CRAWFORD FUND MANAGEMENT, LLC	1.1%	24.03K	5.97M	10.75K	+80.91%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.99%	21.52K	5.34M	1.88K	+9.56%
Jun 30, 2025	HENNESSY ADVISORS INC	0.55%	12K	2.98M	6K	+100.00%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.32%	7.02K	1.74B	5.49K	+360.30%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.19%	4.13K	1.03B	2.28K	+123.24%
Jun 30, 2025	BALDWIN BROTHERS LLC/MA	0.16%	3.42K	848.36K	-757	-18.14%
Jun 30, 2025	MARSHALL WACE, LLP	0.14%	3.05K	758.46K	-2.34K	-43.40%
Jun 30, 2025	HRT FINANCIAL LP	0.09%	1.9K	471K	104	+5.80%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.1%	2.11K	524.02K	2.11K	+100.00%
Jun 30, 2025	RHUMBLINE ADVISERS	0.1%	2.23K	553.07K	-87	-3.76%
Jun 30, 2025	QUEST PARTNERS LLC	0.1%	2.23K	552.83K	947	+74.04%
Jun 30, 2025	NUVEEN, LLC	0.19%	4.25K	1.05M	-997	-19.02%
Jun 30, 2025	INVESCO LTD.	0.15%	3.31K	822.54K	-266	-7.43%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.33%	7.19K	1.79M	-800	-10.01%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.54%	11.69K	2.9M	-1.72K	-12.80%
Jun 30, 2025	NORTHERN TRUST CORP	0.6%	13.02K	3.23M	-474	-3.51%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.75%	16.29K	4.04M	294	+1.84%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.87%	40.78K	10.13M	117	+0.29%
Jun 30, 2025	STATE STREET CORP	2.63%	57.38K	14.25M	4.26K	+8.02%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.76%	60.2K	14.95M	-441	-0.73%
Jun 30, 2025	UBS GROUP AG	2.77%	60.51K	15.03M	3.47K	+6.08%
Jun 30, 2025	VANGUARD GROUP INC	4.57%	99.64K	24.75M	991	+1.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.15%	3.28K	815.09M	-719	-17.97%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.18%	3.82K	949.19K	2.94K	+330.89%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	2.81K	697.62K	16	+0.57%
Jun 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.13%	2.84K	704.32K	787	+38.41%
Jun 30, 2025	ARISTIDES CAPITAL LLC	0.26%	5.7K	1.42M	0	0
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.33%	7.26K	1.8M	1	+0.01%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.14%	3.01K	747.04K	520	+20.90%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.15%	3.17K	787.02K	314	+11.00%
Jun 30, 2025		0.19%	4.25K	1.05M	-997	-19.02%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.5%	10.84K	2.69M	5.67K	+109.61%
Jun 30, 2025	COLONY GROUP, LLC	0.51%	11.07K	2.75M	0	0
Jun 30, 2025	DOMA PERPETUAL CAPITAL MANAGEMENT LLC	4.01%	87.55K	21.74M	0	0
Jun 30, 2025	SACHETTA, LLC	0%	56	13.84K	0	0
Jun 30, 2025	RESOURCES MANAGEMENT CORP /CT/ /ADV	0.01%	125	31K	0	0
Jun 30, 2025	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	0.01%	125	31.04K	0	0
Jun 30, 2025	SKOPOS LABS, INC.	0.01%	299	74.26K	283	+1,768.75%
Jun 30, 2025	FMR LLC	0.02%	396	98.26M	-38	-8.76%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.04%	820	203.65K	820	+100.00%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.04%	850	211.1K	-111	-11.55%
Jun 30, 2025	MOORS & CABOT, INC.	0.04%	956	237.31K	1	+0.10%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.04%	980	243.38K	980	+100.00%
Jun 30, 2025	WALLACE CAPITAL MANAGEMENT INC.	0.05%	1K	248.35K	100	+11.11%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.05%	1.16K	288.58M	591	+103.50%
Jun 30, 2025	FIRST NATIONAL BANK SIOUX FALLS	0.06%	1.23K	305.47K	0	0
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.07%	1.47K	365.57M	-162	-9.91%
Jun 30, 2025	ROYAL BANK OF CANADA	0.07%	1.52K	378K	-447	-22.75%
Jun 30, 2025	WELCH & FORBES LLC	0.07%	1.53K	378.74K	0	0
Jun 30, 2025	MARBLE HARBOR INVESTMENT COUNSEL, LLC	0.08%	1.76K	435.85K	0	0
Jun 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.08%	1.78K	442.06K	1.78K	+100.00%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	1.8K	447.03K	0	0
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.87%	40.66K	9.67M	556	+1.39%
Mar 31, 2025	CITIGROUP INC	0.11%	2.3K	547.18K	-740	-24.33%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.11%	2.49K	591.65K	1K	+67.54%
Mar 31, 2025	MORGAN STANLEY	1.13%	24.7K	5.87M	-1.38K	-5.27%
Mar 31, 2025	NORTHERN TRUST CORP	0.62%	13.5K	3.21M	-793	-5.55%
Mar 31, 2025	ARISTIDES CAPITAL LLC	0.26%	5.7K	1.36M	0	0
Mar 31, 2025		0.24%	5.24K	1.25M	5.24K	+100.00%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.24%	5.17K	1.23M	1.51K	+41.36%
Mar 31, 2025	CLEAN YIELD GROUP	0.09%	1.98K	470.84K	-610	-23.55%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	1.8K	428.04K	0	0
Mar 31, 2025	MARBLE HARBOR INVESTMENT COUNSEL, LLC	0.08%	1.76K	417.34K	0	0
Mar 31, 2025	RHUMBLINE ADVISERS	0.11%	2.31K	550.26K	-84	-3.50%
Mar 31, 2025	DOMA PERPETUAL CAPITAL MANAGEMENT LLC	4.02%	87.55K	20.82M	-2.32K	-2.58%
Mar 31, 2025	SCHWARTZ INVESTMENT COUNSEL INC	3.72%	81.09K	19.28M	0	0
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.78%	60.64K	14.42M	-675	-1.10%
Mar 31, 2025	UBS GROUP AG	2.62%	57.04K	13.56M	-5.23K	-8.40%
Mar 31, 2025	CRAWFORD FUND MANAGEMENT, LLC	0.61%	13.28K	3.16M	3.9K	+41.57%
Mar 31, 2025	BARCLAYS PLC	0.1%	2.27K	541K	-1.15K	-33.50%
Mar 31, 2025	COLONY GROUP, LLC	0.51%	11.07K	2.63M	1	+0.01%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.37%	7.99K	1.9M	-2K	-20.02%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.33%	7.26K	1.73M	4.6K	+172.94%
Mar 31, 2025	HENNESSY ADVISORS INC	0.28%	6K	1.43M	1K	+20.00%
Mar 31, 2025	MARSHALL WACE, LLP	0.25%	5.4K	1.28M	5.4K	+100.00%
Mar 31, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.09%	2.05K	487.25K	-814	-28.43%
Mar 31, 2025	ROYAL BANK OF CANADA	0.09%	1.97K	467K	-4	-0.20%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.08%	1.85K	439.93K	180	+10.78%
Mar 31, 2025	HRT FINANCIAL LP	0.08%	1.79K	426K	1.79K	+100.00%
Mar 31, 2025	ANCHOR CAPITAL ADVISORS LLC	0.25%	5.36K	1.28M	-16	-0.30%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.21%	4.53K	1.08M	0	0
Mar 31, 2025	VANGUARD GROUP INC	4.53%	98.65K	23.46M	-5.51K	-5.29%
Mar 31, 2025	ROYCE & ASSOCIATES LP	4.11%	89.59K	21.3M	-2.05K	-2.24%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.73%	37.67K	8.96M	24.32K	+182.17%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.9%	19.64K	4.67M	2.17K	+12.41%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.73%	15.99K	3.8M	2.14K	+15.47%
Mar 31, 2025	BALDWIN BROTHERS LLC/MA	0.19%	4.17K	992.34K	-1.07K	-20.33%
Mar 31, 2025	JANE STREET GROUP, LLC	0.18%	4.01K	952.39K	4.01K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.18%	4K	951.44K	-5.13K	-56.19%
Mar 31, 2025	INVESCO LTD.	0.16%	3.58K	850.85K	-123	-3.32%
Mar 31, 2025	CREATIVE PLANNING	0.14%	3.03K	720.3K	785	+34.98%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.13%	2.86K	678.92K	-370	-11.47%
Mar 31, 2025	OCCUDO QUANTITATIVE STRATEGIES LP	0.09%	1.88K	451.22K	721	+62.21%
Mar 31, 2025	QUANTBOT TECHNOLOGIES LP	0.08%	1.68K	399.98K	351	+26.37%
Mar 31, 2025	MAREN CAPITAL LLC	8.78%	191.4K	45.51M	23.67K	+14.11%
Mar 31, 2025	BLACKROCK, INC.	6.13%	133.63K	31.78M	-4.53K	-3.28%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.21%	4.51K	1.07M	30	+0.67%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	2.79K	664.18K	930	+49.92%
Mar 31, 2025	STATE STREET CORP	2.44%	53.13K	12.63M	-10.3K	-16.24%
Mar 31, 2025	DE LISLE PARTNERS LLP	1.19%	25.9K	6.14M	6.18K	+31.33%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.62%	13.41K	3.19M	41	+0.31%
Mar 31, 2025	ANCORA ADVISORS, LLC	0.27%	5.93K	1.41M	0	0
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.11%	2.3K	401.26K	-100	-4.17%
Mar 31, 2024	SWISS NATIONAL BANK	0.14%	3K	523.38K	0	0
Mar 31, 2024	SQUAREPOINT OPS LLC	0.15%	3.29K	574.15K	-5.59K	-62.94%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.18%	4K	696.97K	-176	-4.22%
Mar 31, 2024	INVESCO LTD.	0.19%	4.23K	737.62K	2.21K	+109.10%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.22%	4.67K	814.38K	3.6K	+338.72%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.23%	4.91K	855.9K	0	0
Mar 31, 2024	ANCHOR CAPITAL ADVISORS LLC	0.23%	4.96K	865.32K	124	+2.56%
Mar 31, 2024	ARISTIDES CAPITAL LLC	0.46%	10K	1.74M	-8K	-44.44%
Mar 31, 2024	APTUS CAPITAL ADVISORS, LLC	0.72%	15.55K	2.71M	-1.21K	-7.24%
Mar 31, 2024	MORGAN STANLEY	1.45%	31.5K	5.5M	5.31K	+20.29%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.71%	37.12K	6.48M	336	+0.91%
Mar 31, 2024	STATE STREET CORP	1.82%	39.52K	6.89M	2.84K	+7.73%
Mar 31, 2024	DOMA PERPETUAL CAPITAL MANAGEMENT LLC	2.22%	48.16K	8.4M	48.16K	+100.00%
Mar 31, 2024	MAREN CAPITAL LLC	6.83%	148.22K	25.86M	24.43K	+19.74%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.07%	1.51K	263.44K	-10	-0.66%
Mar 31, 2024	WELCH & FORBES LLC	0.07%	1.53K	266.05K	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.07%	1.58K	276.35K	-14.69K	-90.26%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	1.59K	276.52K	1.59K	+100.00%
Mar 31, 2024	DENALI ADVISORS LLC	0.08%	1.7K	296.58K	0	0
Mar 31, 2024	MARBLE HARBOR INVESTMENT COUNSEL, LLC	0.08%	1.76K	306.18K	0	0
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	1.8K	312.82K	0	0
Mar 31, 2024	HRT FINANCIAL LP	0.09%	1.93K	335K	1.93K	+100.00%
Mar 31, 2024	RHUMBLINE ADVISERS	0.1%	2.26K	394.27K	45	+2.03%
Mar 31, 2024	UBS GROUP AG	0.29%	6.34K	1.11M	60	+0.96%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.29%	6.39K	1.11M	-900	-12.35%
Mar 31, 2024	BALDWIN BROTHERS LLC/MA	0.31%	6.62K	1.16M	-355	-5.09%
Mar 31, 2024	CRAWFORD FUND MANAGEMENT, LLC	0.31%	6.79K	1.18M	700	+11.50%
Mar 31, 2024	ANCORA ADVISORS, LLC	0.32%	6.88K	1.2M	0	0
Mar 31, 2024	CLEAN YIELD GROUP	0.34%	7.42K	1.29M	-170	-2.24%
Mar 31, 2024	HENNESSY ADVISORS INC	0.41%	9K	1.57M	-6K	-40.00%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.42%	9.14K	1.59M	-146	-1.57%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.44%	9.59K	1.67M	-2.5K	-20.69%
Mar 31, 2024	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	0.01%	125	21.81K	0	0
Mar 31, 2024	US BANCORP \DE\	0.01%	141	24.6K	18	+14.63%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.01%	143	25.13K	-4	-2.72%
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	147	25.65M	0	0
Mar 31, 2024	COPELAND CAPITAL MANAGEMENT, LLC	0.01%	170	29.66K	2	+1.19%
Mar 31, 2024	CITIGROUP INC	0.02%	331	57.75K	70	+26.82%
Mar 31, 2024	QUANTBOT TECHNOLOGIES LP	0.02%	403	70.31K	115	+39.93%
Mar 31, 2024	FMR LLC	0.03%	544	94.91K	419	+335.20%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	699	121.93K	68	+10.78%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.03%	726	126.66K	0	0
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.03%	733	127.88K	-7	-0.95%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.04%	766	133.64K	-298	-28.01%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	912	159K	-1	-0.11%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.05%	1.03K	179.52M	0	0
Mar 31, 2024	FIRST NATIONAL BANK SIOUX FALLS	0.06%	1.23K	214.59K	1.23K	+100.00%
Mar 31, 2024	CREATIVE PLANNING	0.06%	1.24K	216.51K	1.24K	+100.00%
Mar 31, 2024	CREDIT SUISSE AG/	0.06%	1.28K	222.61K	78	+6.51%
Mar 31, 2024	MOORS & CABOT, INC.	0.06%	1.31K	228.46K	2	+0.15%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.11%	2.39K	416K	2.39K	+100.00%
Mar 31, 2024	MANGROVE PARTNERS	0.47%	10.21K	1.78M	0	0
Mar 31, 2024	COLONY GROUP, LLC	0.51%	11.07K	1.93M	9.36K	+549.21%
Mar 31, 2024	DE LISLE PARTNERS LLP	0.52%	11.34K	1.97M	11.34K	+100.00%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	0.53%	11.4K	1.99M	8K	+235.28%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.56%	12.06K	2.1M	-3.78K	-23.88%
Mar 31, 2024	NORTHERN TRUST CORP	0.65%	14.07K	2.45M	101	+0.72%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.06%	1.35K	235.79K	-3	-0.22%
Mar 31, 2024	ROYAL BANK OF CANADA	0.07%	1.42K	248K	-315	-18.18%
Mar 31, 2024	JPMORGAN CHASE & CO	0.07%	1.45K	252.97K	-2.26K	-60.94%
Mar 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.07%	1.5K	261.86K	-90	-5.66%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	2.94%	63.74K	11.12M	-2.01K	-3.06%
Mar 31, 2024	SCHWARTZ INVESTMENT COUNSEL INC	3.74%	81.09K	14.15M	0	0
Mar 31, 2024	VANGUARD GROUP INC	4.84%	105.03K	18.32M	-2.33K	-2.17%
Mar 31, 2024	BLACKROCK INC.	6.05%	131.12K	22.87M	-11.09K	-7.80%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.23%	5.05K	881.22K	-375	-6.91%
Mar 31, 2024	ROYCE & ASSOCIATES LP	6.3%	136.74K	23.85M	7.69K	+5.96%
Dec 31, 2023	ANCORA ADVISORS, LLC	0.31%	6.88K	1.34M	751	+12.25%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.19%	4.17K	810.84K	61	+1.48%
Dec 31, 2023	ANCHOR CAPITAL ADVISORS LLC	0.22%	4.84K	940.12K	657	+15.72%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.22%	4.91K	953.76K	800	+19.48%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.25%	5.43K	1.05M	-3.72K	-40.70%
Dec 31, 2023	UBS GROUP AG	0.29%	6.28K	1.22M	2.67K	+74.00%
Dec 31, 2023	QUADRATURE CAPITAL LTD	0.29%	6.42K	1.24M	3.95K	+159.83%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.4%	8.88K	1.73M	3.23K	+57.20%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.42%	9.28K	1.8M	71	+0.77%
Dec 31, 2023	WADE G W & INC	0.43%	9.36K	1.82M	536	+6.07%
Dec 31, 2023	PARAGON ADVISORS, LLC	0.45%	9.97K	1.94M	6.31K	+172.37%
Dec 31, 2023	MANGROVE PARTNERS	0.47%	10.21K	1.98M	10.21K	+100.00%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.55%	12.09K	2.35M	-4.6K	-27.55%
Dec 31, 2023	PORT CAPITAL LLC	0.59%	12.93K	2.51M	-97.66K	-88.31%
Dec 31, 2023	NORTHERN TRUST CORP	0.64%	13.97K	2.72M	165	+1.20%
Dec 31, 2023	HENNESSY ADVISORS INC	0.68%	15K	2.92M	10K	+200.00%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.72%	15.85K	3.08M	4.23K	+36.43%
Dec 31, 2023	CITADEL ADVISORS LLC	0.74%	16.27K	3.16M	1.88K	+13.02%
Dec 31, 2023	BALDWIN BROTHERS LLC/MA	0.32%	6.98K	1.36M	-1.32K	-15.94%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.33%	7.29K	1.42M	2.12K	+41.02%
Dec 31, 2023	CLEAN YIELD GROUP	0.35%	7.59K	1.48M	-1.65K	-17.82%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.35%	7.73K	1.5M	-766	-9.01%
Dec 31, 2023	APTUS CAPITAL ADVISORS, LLC	0.76%	16.77K	3.26M	-196	-1.16%
Dec 31, 2023	ARISTIDES CAPITAL LLC	0.82%	18K	3.5M	0	0
Dec 31, 2023	MORGAN STANLEY	1.19%	26.19K	5.09M	2.11K	+8.76%
Dec 31, 2023	STATE STREET CORP	1.67%	36.68K	7.15M	4.14K	+12.73%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.68%	36.79K	7.15M	2.96K	+8.74%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	3%	65.75K	12.78M	-410	-0.62%
Dec 31, 2023	SCHWARTZ INVESTMENT COUNSEL INC	3.7%	81.09K	15.76M	19K	+30.60%
Dec 31, 2023	VANGUARD GROUP INC	4.89%	107.36K	20.87M	2.48K	+2.37%
Dec 31, 2023	ROYCE & ASSOCIATES LP	5.88%	129.05K	25.09M	24.61K	+23.56%
Dec 31, 2023	BLACKROCK INC.	6.48%	142.2K	27.64M	18.81K	+15.24%
Dec 31, 2023	DENALI ADVISORS LLC	0.08%	1.7K	330.48K	0	0
Dec 31, 2023		0.08%	1.71K	331K	1.71K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.08%	1.73K	337K	-99	-5.40%
Dec 31, 2023	MARBLE HARBOR INVESTMENT COUNSEL, LLC	0.08%	1.76K	341.17K	0	0
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	1.8K	349.92K	0	0
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.08%	1.82K	354.59K	1.82K	+100.00%
Dec 31, 2023	INVESCO LTD.	0.09%	2.02K	393.08K	159	+8.53%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.1%	2.12K	411.55K	447	+26.77%
Dec 31, 2023	RHUMBLINE ADVISERS	0.1%	2.22K	430.59K	-6	-0.27%
Dec 31, 2023	BARCLAYS PLC	0.11%	2.31K	449K	1.77K	+326.01%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.11%	2.4K	466.56K	1K	+71.43%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.11%	2.44K	474.73K	46	+1.92%
Dec 31, 2023	EPACRIA CAPITAL PARTNERS, LLC	0.13%	2.8K	545.1K	0	0
Dec 31, 2023	SWISS NATIONAL BANK	0.14%	3K	583.2K	-500	-14.29%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	0.15%	3.4K	660.77K	3.4K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0.17%	3.71K	721.61K	2.69K	+264.64%

Frequently Asked Questions