How many institutions own HLIO 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 HLIO shares is 261, representing 98.29% of the company's common stock.

Who are the major shareholders selling Helios Technologies, Inc. stock?

RUSSELL INVESTMENTS GROUP, LTD., in the last quarter, reduced its stake in HLIO by -49.68% restricting it's holding to 157.4 thousand shares of worth nearly $8.42M. GOLDMAN SACHS GROUP INC also lessened -14.73% of the HLIO shares from its portfolio, reducing its holding to 320.22 thousand shares of worth $17.13M. NUVEEN, LLC also shunned HLIO shares holding by -4.35% last quarter which brought its holding to 320.92 thousand shares worth $17.17M.

Investors who are buying HLIO stock?

As per its latest 13F filing, SEI INVESTMENTS CO increased its stake in HLIO by 97.13% in the last quarter. The institutional holder raised its holding to 150.12 thousand shares having worth more than $8.03M. VOYA INVESTMENT MANAGEMENT LLC also added 7,923.78% more shares of HLIO to its portfolio, raising its holding to 486.8 thousand shares of worth $26.04M. ACK ASSET MANAGEMENT LLC also increased its HLIO shares holding by 1.35% which brought its holding to 780.38 thousand shares worth $41.74M.

HLIO's major insiders: who are they?

The insider with the most stakes in HLIO is KOSKI CHRISTINE L , director at the company. Additionally, HLIO stock is highly held by director LEMAITRE PHILIPPE and Chief Financial Officer Fulton Tricia L among others.

Did an insider recently sell HLIO stock?

Company executives, directors, and other insiders own 1.74% percent of Helios Technologies, Inc.'s stock. Within the last six months, there have been 2 transaction(s) in which HLIO insiders have sold stock, totaling 2.62K shares. Insiders that have sold shares include ARDUINI MATTEO, SACCHI DIANA, and LEMAITRE PHILIPPE.

Which insider recently purchased HLIO stock?

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

How much of HLIO does insiders own?

Around 20.91K Helios Technologies, Inc. shares are held by insiders, which represents about 1.74% of HLIO stock.

Who is the insider with the largest stake?

HLIO director, KOSKI CHRISTINE L holds the largest portfolio of the company's shares. HLIO shares owned by KOSKI total nearly 1.03 million.

Which institution holds the most shares in HLIO?

SEI INVESTMENTS CO is the largest institutional owner in HLIO which holds 150.12 thousand shares worth $8.03M or 0.45% of the total HLIO shares outstanding followed by RUSSELL INVESTMENTS GROUP, LTD. with ownership of 157.4 thousand shares representing 0.47% of the HLIO ownership. GOLDMAN SACHS GROUP INC is the third largest stakeholder with 320.22 thousand shares or 0.96% of the ownership worth more than $17.13M.

Is Helios Technologies, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the HLIO is concerned, it is a stock which is optionable.

Is there a short position on HLIO's shares?

Number of HLIO shares short is 992.06K. 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 HLIO shares are there?

As of today, 33.15M shares of HLIO are outstanding.

Is there many float in HLIO 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, HLIO has 32.88M shares in float.

HLIO 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 HLIO is 2.59.

Helios Technologies (HLIO) 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 Shares2.99

Short Percent Of Float3.79

Shares Outstanding33.15M

Shares Float32.88M

Shares Short992.06K

Short Ratio2.59

3.79%

Short % of Float

2.99%

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

1.74% Percentage of Shares held by All Insiders

98.29% Percentage of Shares held by All Institutions

100.03% Percentage of Float held by Institutions

261

Number of Institutions Holding Shares

Institutional Ownership

About 98.29% of HLIO shares are held by financial institutions. SEI INVESTMENTS CO is the top corporate investor, holding 150.12K shares valued at $8.03M. A 0.45% stake in Helios Technologies, Inc. is owned by the company. RUSSELL INVESTMENTS GROUP, LTD. owns 157.4K shares valued at $8.42M, which translates its holding of 0.47% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	SEI INVESTMENTS CO	0.45%	150.12K	8.03M	73.97K	+97.13%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.47%	157.4K	8.42M	-155.42K	-49.68%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.96%	320.22K	17.13M	-55.3K	-14.73%
Dec 31, 2025	NUVEEN, LLC	0.97%	320.92K	17.17M	-14.59K	-4.35%
Dec 31, 2025	ROYCE & ASSOCIATES LP	1.09%	361.8K	19.35M	-8.28K	-2.24%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.29%	429.39K	22.97M	-6.2K	-1.42%
Dec 31, 2025	JANUS HENDERSON GROUP PLC	1.43%	474.98K	25.41M	-56.16K	-10.57%
Dec 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	1.47%	486.8K	26.04M	480.74K	+7,923.78%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.56%	519.54K	27.79M	-14.96K	-2.80%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.75%	582.42K	31.15M	-11.94K	-2.01%
Dec 31, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.77%	587.34K	31.42M	-148.38K	-20.17%
Dec 31, 2025	WASATCH ADVISORS LP	1.78%	590.19K	31.57M	-264.53K	-30.95%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.98%	658.9K	35.24M	-131.02K	-16.59%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.5%	167.27K	8.95M	-15.72K	-8.59%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	2.12%	704.4K	37.71M	-5.07K	-0.71%
Dec 31, 2025	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	2.28%	758.74K	40.58M	-16.68K	-2.15%
Dec 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.32%	770.56K	41.22M	-76.81K	-9.06%
Dec 31, 2025	ACK ASSET MANAGEMENT LLC	2.35%	780.38K	41.74M	10.38K	+1.35%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.37%	787.52K	42.13M	-551	-0.07%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	6.01%	2M	106.85M	1.07M	+114.86%
Dec 31, 2025	IAT REINSURANCE CO LTD.	0.9%	300K	16.05M	0	0
Dec 31, 2025	SQUAREPOINT OPS LLC	0.15%	48.53K	2.6M	48.53K	+100.00%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.15%	50.68K	2.71M	-11.04K	-17.89%
Dec 31, 2025	GAMCO INVESTORS, INC. ET AL	0.15%	51.22K	2.74M	-12.93K	-20.15%
Dec 31, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.16%	52.27K	2.8M	83	+0.16%
Dec 31, 2025	BARCLAYS PLC	0.16%	54.29K	2.9B	5.08K	+10.31%
Dec 31, 2025	NATIXIS ADVISORS, L.P.	0.17%	57.62K	3.08M	-3.74K	-6.10%
Dec 31, 2025	STATE STREET CORP	2.4%	795.88K	42.57M	-13.18K	-1.63%
Dec 31, 2025	JENNISON ASSOCIATES LLC	2.4%	796.1K	42.58M	796.1K	+100.00%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	2.79%	925.77K	49.52M	-604.76K	-39.51%
Dec 31, 2025	BARROW HANLEY MEWHINNEY & STRAUSS LLC	2.99%	993.96K	53.17M	-173.51K	-14.86%
Dec 31, 2025	SARA-BAY FINANCIAL	3.63%	1.2M	65.38M	-1.56K	-0.13%
Dec 31, 2025	CONESTOGA CAPITAL ADVISORS, LLC	4.67%	1.55M	83.02M	-107.96K	-6.50%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.85%	1.61M	86.25M	-14.43K	-0.89%
Dec 31, 2025	BLACKROCK, INC.	7.43%	2.47M	132.05M	8.68K	+0.35%
Dec 31, 2025	VANGUARD GROUP INC	9.52%	3.16M	169.15M	-30.58K	-0.96%
Dec 31, 2025	MACQUARIE MANAGEMENT HOLDINGS, INC.	0.37%	123.34K	6.6M	123.34K	+100.00%
Dec 31, 2025	CEREDEX VALUE ADVISORS LLC	0.58%	191.8K	10.26M	-1K	-0.52%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.59%	195.28K	10.45M	-84.76K	-30.27%
Dec 31, 2025	DEPRINCE RACE & ZOLLO INC	0.7%	233.03K	12.46M	-613.23K	-72.46%
Dec 31, 2025	ABRDN PLC	0.77%	255.77K	13.68M	255.77K	+100.00%
Dec 31, 2025	BESSEMER GROUP INC	0.83%	274.71K	14.7M	880	+0.32%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.84%	280.03K	14.98M	-143.18K	-33.83%
Dec 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.86%	285.42K	15.27M	285.42K	+100.00%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.89%	294.15K	15.73M	-268.43K	-47.71%
Dec 31, 2025	DRIEHAUS CAPITAL MANAGEMENT LLC	0.89%	295.5K	15.81M	117.08K	+65.62%
Dec 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.91%	303.02K	16.44M	-6.68K	-2.16%
Dec 31, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	0.11%	34.93K	1.87M	-256.3K	-88.01%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.11%	37.59K	2.01M	11.76K	+45.55%
Dec 31, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.18%	60.54K	3.24M	1.79K	+3.05%
Dec 31, 2025	SWISS NATIONAL BANK	0.2%	65.4K	3.5M	800	+1.24%
Dec 31, 2025	CITADEL ADVISORS LLC	0.35%	114.64K	6.13B	18.87K	+19.70%
Dec 31, 2025	GABELLI FUNDS LLC	0.29%	97.86K	5.23M	0	0
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.29%	97.86K	5.23M	-10.01K	-9.28%
Dec 31, 2025	GRANITE INVESTMENT PARTNERS, LLC	0.26%	86.73K	4.64M	-23.18K	-21.09%
Dec 31, 2025	UBS GROUP AG	0.23%	76.19K	4.08M	-16.24K	-17.57%
Dec 31, 2025	ROYAL BANK OF CANADA	0.21%	70.91K	3.79M	-3.24K	-4.37%
Dec 31, 2025	MARSHALL WACE, LLP	0.21%	70.83K	3.79M	8.55K	+13.72%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.14%	47.86K	2.56M	-2.25K	-4.48%
Dec 31, 2025	NORTHERN TRUST CORP	0.92%	304.91K	16.31M	-18.05K	-5.59%
Dec 31, 2025	GHP INVESTMENT ADVISORS, INC.	0.13%	42.08K	2.25M	710	+1.72%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	42.57K	2.28M	15.88K	+59.49%
Dec 31, 2025	COMERICA BANK	0.4%	131.46K	7.03M	-4.12K	-3.04%
Dec 31, 2025	MORGAN STANLEY	0.43%	142.01K	7.6M	-26.8K	-15.87%
Dec 31, 2025	JANE STREET GROUP, LLC	0.48%	158.97K	8.5M	90.45K	+132.00%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.53%	176.23K	9.43M	32.03K	+22.22%
Dec 31, 2025	SG CAPITAL MANAGEMENT LLC	0.59%	197.6K	10.57M	197.6K	+100.00%
Dec 31, 2025	RHUMBLINE ADVISERS	0.14%	45.25K	2.42M	-7.14K	-13.62%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.42%	140.38K	7.51M	-34.71K	-19.82%
Dec 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.38%	457.53K	24.47M	-300.26K	-39.62%
Dec 31, 2025	CASTLEARK MANAGEMENT LLC	0.44%	146.75K	7.85M	79.81K	+119.23%
Sep 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.18%	58.75K	3.06M	58.75K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.37%	789.92K	41.18M	-142.45K	-15.28%
Sep 30, 2025	STATE STREET CORP	2.43%	809.06K	42.18M	5.11K	+0.64%
Sep 30, 2025	SARA-BAY FINANCIAL	3.62%	1.21M	62.9M	-7.67K	-0.63%
Sep 30, 2025	WASATCH ADVISORS LP	2.57%	854.71K	44.56M	43.57K	+5.37%
Sep 30, 2025	BARROW HANLEY MEWHINNEY & STRAUSS LLC	3.51%	1.17M	60.86M	-95.74K	-7.58%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	4.6%	1.53M	79.79M	112.21K	+7.91%
Sep 30, 2025	CITADEL ADVISORS LLC	0.29%	95.77K	4.99M	-180.22K	-65.30%
Sep 30, 2025	JANE STREET GROUP, LLC	0.21%	68.52K	3.57B	-47.56K	-40.97%
Sep 30, 2025	ROYAL BANK OF CANADA	0.22%	74.15K	3.87M	-22.22K	-23.05%
Sep 30, 2025	DARK FOREST CAPITAL MANAGEMENT LP	0.33%	108.97K	3.64M	0	0
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.24%	80.98K	4.22M	-24.88K	-23.50%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.25%	83.98K	4.38M	-18.81K	-18.30%
Sep 30, 2025	COMERICA BANK	0.41%	135.58K	7.07M	-18.4K	-11.95%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.43%	144.19K	7.52M	66.85K	+86.42%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	1.27%	423.21K	22.06M	-1.61K	-0.38%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	1.6%	531.14K	27.69M	78.82K	+17.43%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.61%	534.51K	27.86M	167.36K	+45.59%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.69%	562.58K	29.33M	-1.82K	-0.32%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.78%	594.36K	30.98M	306.66K	+106.59%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	2.13%	709.46K	37.01M	223.08K	+45.86%
Sep 30, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	2.21%	735.72K	38.35M	105.33K	+16.71%
Sep 30, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	0.87%	291.23K	15.18M	-25.22K	-7.97%
Sep 30, 2025	BESSEMER GROUP INC	0.82%	273.83K	14.28M	273.83K	+100.00%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.84%	280.04K	14.6M	280.04K	+100.00%
Sep 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.93%	309.7K	16.31M	74.26K	+31.54%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.94%	312.82K	16.31M	51.6K	+19.75%
Sep 30, 2025	NORTHERN TRUST CORP	0.97%	322.95K	16.84M	-1.24K	-0.38%
Sep 30, 2025	NUVEEN, LLC	1.01%	335.51K	17.49M	139.41K	+71.09%
Sep 30, 2025	ROYCE & ASSOCIATES LP	1.11%	370.08K	19.29M	-15.6K	-4.04%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.13%	375.52K	19.58M	84.13K	+28.87%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.89%	1.63M	84.81M	55.21K	+3.51%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	2.28%	757.79K	39.5M	757.79K	+100.00%
Sep 30, 2025	ACK ASSET MANAGEMENT LLC	2.31%	770K	40.14M	770K	+100.00%
Sep 30, 2025	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	2.33%	775.42K	40.42M	170.05K	+28.09%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.37%	788.07K	41.09M	-1.91K	-0.24%
Sep 30, 2025	DEPRINCE RACE & ZOLLO INC	2.54%	846.26K	44.12M	-164.18K	-16.25%
Sep 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.54%	847.37K	44.17M	123.18K	+17.01%
Sep 30, 2025	SEI INVESTMENTS CO	0.23%	76.15K	3.97M	16.49K	+27.63%
Sep 30, 2025	MORGAN STANLEY	0.51%	168.8K	8.8M	-44.55K	-20.88%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.53%	175.09K	9.13M	-6.07K	-3.35%
Sep 30, 2025	DRIEHAUS CAPITAL MANAGEMENT LLC	0.54%	178.42K	9.3M	178.42K	+100.00%
Sep 30, 2025	CONESTOGA CAPITAL ADVISORS, LLC	4.99%	1.66M	86.54M	-294.36K	-15.06%
Sep 30, 2025	BLACKROCK, INC.	7.39%	2.46M	128.24M	-28.01K	-1.13%
Sep 30, 2025	VANGUARD GROUP INC	9.59%	3.19M	166.44M	-78.17K	-2.39%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	107.86K	5.62M	9.32K	+9.46%
Sep 30, 2025	GRANITE INVESTMENT PARTNERS, LLC	0.33%	109.91K	5.73M	-17.99K	-14.07%
Sep 30, 2025	UBS GROUP AG	0.28%	92.43K	4.82M	43.39K	+88.48%
Sep 30, 2025	GABELLI FUNDS LLC	0.29%	97.86K	5.1M	0	0
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.55%	182.99K	9.54M	3.13K	+1.74%
Sep 30, 2025	CEREDEX VALUE ADVISORS LLC	0.58%	192.8K	10.05M	-225.15K	-53.87%
Sep 30, 2025	PINNACLE ASSOCIATES LTD	0.08%	26.4K	1.38M	-5.53K	-17.32%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.11%	36K	1.88M	-62.78K	-63.55%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.11%	37.46K	1.95M	-278	-0.74%
Sep 30, 2025	GHP INVESTMENT ADVISORS, INC.	0.12%	41.37K	2.16M	2.16K	+5.50%
Sep 30, 2025	RICE HALL JAMES & ASSOCIATES, LLC	0.15%	48.36K	2.52M	-19.51K	-28.75%
Sep 30, 2025	BARCLAYS PLC	0.15%	49.21K	2.57M	-16.47K	-25.08%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.15%	50.11K	2.61M	-1.21K	-2.35%
Sep 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.16%	52.19K	2.72M	-18.54K	-26.22%
Sep 30, 2025	RHUMBLINE ADVISERS	0.16%	52.39K	2.73M	-969	-1.82%
Sep 30, 2025	ADVANTAGE ALPHA CAPITAL PARTNERS LP	0.16%	53.01K	2.76M	-9.92K	-15.77%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.31%	435.59K	22.71M	-6.59K	-1.49%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.18%	61.36K	3.2M	13.98K	+29.49%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.18%	61.47K	3.2M	-1.33K	-2.12%
Sep 30, 2025	MARSHALL WACE, LLP	0.19%	62.28K	3.25M	-1.95K	-3.03%
Sep 30, 2025	GAMCO INVESTORS, INC. ET AL	0.19%	64.14K	3.34M	5.41K	+9.20%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	64.6K	3.37M	1K	+1.57%
Sep 30, 2025	INVESCO LTD.	0.19%	64.72K	3.37M	9.39K	+16.98%
Sep 30, 2025	IAT REINSURANCE CO LTD.	0.9%	300K	15.64M	0	0
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.79%	929.68K	48.46M	-285.84K	-23.52%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	30.71K	1.02B	-361	-1.16%
Jun 30, 2025		0.59%	196.1K	6.54M	109.75K	+127.10%
Jun 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.08%	26.81K	894.68K	15.72K	+141.78%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.08%	25.38K	847K	12.47K	+96.64%
Jun 30, 2025	AIGEN INVESTMENT MANAGEMENT, LP	0.07%	23.95K	799.25K	23.95K	+100.00%
Jun 30, 2025	FMR LLC	0.07%	23.75K	792.62M	23.35K	+5,779.21%
Jun 30, 2025	HRT FINANCIAL LP	0.07%	22.54K	752K	22.54K	+100.00%
Jun 30, 2025	IAT REINSURANCE CO LTD.	0.9%	300K	10.01M	0	0
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.86%	287.7K	9.6M	277.71K	+2,779.32%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.54%	181.16K	6.05M	-64.11K	-26.14%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.32%	105.85K	3.53M	105.85K	+100.00%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.26%	87.54K	2.92M	46.05K	+111.02%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.3%	99.84K	3.33M	28.9K	+40.74%
Jun 30, 2025	GABELLI FUNDS LLC	0.29%	97.86K	3.27M	97.86K	+100.00%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.25%	84.4K	2.82M	-6.3K	-6.95%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.28%	93.2K	3.11M	78.63K	+539.58%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.33%	442.18K	14.76M	12.32K	+2.87%
Jun 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	1.28%	424.83K	14.18M	80.32K	+23.32%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.1%	367.14K	12.25M	25.08K	+7.33%
Jun 30, 2025	NORTHERN TRUST CORP	0.97%	324.2K	10.82M	11.91K	+3.82%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.78%	261.22K	8.72M	259.91K	+19,825.25%
Jun 30, 2025	JPMORGAN CHASE & CO	0.27%	90.43K	3.02M	53.21K	+142.98%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	4.26%	1.42M	47.33M	-340.32K	-19.35%
Jun 30, 2025	DEPRINCE RACE & ZOLLO INC	3.03%	1.01M	33.72M	1.01M	+100.00%
Jun 30, 2025	WASATCH ADVISORS LP	2.44%	811.14K	27.07M	-2.6M	-76.19%
Jun 30, 2025	STATE STREET CORP	2.41%	803.95K	26.83M	21.83K	+2.79%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.37%	789.98K	26.37M	26.1K	+3.42%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	1.46%	486.39K	16.23M	1.43K	+0.30%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	1.36%	452.32K	15.09M	-231.01K	-33.81%
Jun 30, 2025	CEREDEX VALUE ADVISORS LLC	1.26%	417.95K	13.95M	67.45K	+19.24%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.71%	235.44K	7.9M	-878	-0.37%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.54%	179.86K	6M	-167.55K	-48.23%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.51%	168.65K	5.63M	168.65K	+100.00%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.31%	102.79K	3.43M	-245.66K	-70.50%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.3%	98.78K	3.3M	36.3K	+58.10%
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.17%	724.18K	24.17M	156.17K	+27.49%
Jun 30, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.89%	630.39K	21.04M	630.39K	+100.00%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.69%	564.39K	18.83M	140.35K	+33.10%
Jun 30, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	0.25%	84.09K	2.81M	-16.95K	-16.77%
Jun 30, 2025	BLACKROCK, INC.	7.47%	2.49M	83.03M	60.74K	+2.50%
Jun 30, 2025	CONESTOGA CAPITAL ADVISORS, LLC	5.87%	1.95M	65.22M	-17.08K	-0.87%
Jun 30, 2025	BARROW HANLEY MEWHINNEY & STRAUSS LLC	3.79%	1.26M	42.15M	296.79K	+30.71%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.23%	77.35K	2.58M	6.8K	+9.63%
Jun 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.21%	70.73K	2.36M	0	0
Jun 30, 2025	RICE HALL JAMES & ASSOCIATES, LLC	0.2%	67.87K	2.26M	11.89K	+21.24%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.2%	67.81K	2.26M	67.81K	+100.00%
Jun 30, 2025	MARSHALL WACE, LLP	0.19%	64.23K	2.14M	-113.13K	-63.78%
Jun 30, 2025	ADVANTAGE ALPHA CAPITAL PARTNERS LP	0.19%	62.93K	2.1M	6.63K	+11.78%
Jun 30, 2025	GAMCO INVESTORS, INC. ET AL	0.18%	58.74K	1.96M	58.74K	+100.00%
Jun 30, 2025	XTX TOPCO LTD	0.05%	17.8K	594.12K	7.11K	+66.50%
Jun 30, 2025	DRW SECURITIES, LLC	0.05%	17.48K	583.44K	17.48K	+100.00%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.05%	16.8K	560.59K	16.8K	+100.00%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.04%	13.41K	447.63K	-9.3K	-40.93%
Jun 30, 2025	INSPIRE INVESTING, LLC	0.04%	11.68K	389.83K	994	+9.30%
Jun 30, 2025	PETRUS TRUST COMPANY, LTA	0.03%	11.23K	374.71K	-3.49K	-23.70%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.03%	10.99K	366.84K	10.99K	+100.00%
Jun 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.03%	10.03K	334.53K	0	0
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.15%	49.91K	1.67M	38.05K	+321.08%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.14%	47.39K	1.58M	-21.17K	-30.87%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.13%	44.28K	1.48M	-6.61K	-12.98%
Jun 30, 2025	GHP INVESTMENT ADVISORS, INC.	0.12%	39.22K	1.31M	-662	-1.66%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.11%	36.85K	1.23B	0	0
Jun 30, 2025	PINNACLE ASSOCIATES LTD	0.1%	31.93K	1.07M	14.18K	+79.95%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.1%	31.86K	1.06M	31.86K	+100.00%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.1%	31.67K	1.06M	14.95K	+89.44%
Jun 30, 2025	ENTRYPOINT CAPITAL, LLC	0.09%	31.33K	1.05M	19.73K	+170.05%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.09%	30.83K	1.03B	28.85K	+1,451.69%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.09%	28.63K	955.32M	28.63K	+100.00%
Jun 30, 2025	FREESTONE GROVE PARTNERS LP	0.08%	27.91K	931.36K	27.91K	+100.00%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.08%	25.42K	848.3K	25.42K	+100.00%
Jun 30, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	0.95%	316.45K	10.56M	59.2K	+23.01%
Jun 30, 2025	COMERICA BANK	0.46%	153.97K	5.14M	-6.38K	-3.98%
Jun 30, 2025	GRANITE INVESTMENT PARTNERS, LLC	0.38%	127.9K	4.27M	-3.62K	-2.75%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.38%	126.16K	4.21M	75.04K	+146.81%
Jun 30, 2025	JANE STREET GROUP, LLC	0.35%	116.08K	3.87M	59.48K	+105.07%
Jun 30, 2025	DARK FOREST CAPITAL MANAGEMENT LP	0.33%	108.97K	3.64M	85.57K	+365.61%
Jun 30, 2025	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	1.82%	605.37K	20.2M	-184.55K	-23.36%
Jun 30, 2025	OSTRUM ASSET MANAGEMENT	0.06%	18.72K	624.69K	-1.52K	-7.49%
Jun 30, 2025	B. METZLER SEEL. SOHN & CO. AG	0.06%	18.37K	612.94K	-23.34K	-55.96%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	18.18K	606.8K	-1.59K	-8.03%
Jun 30, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.07%	22.3K	744K	5.72K	+34.53%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.8%	932.37K	31.11M	68.18K	+7.89%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.3%	98.54K	3.29M	-23.24K	-19.08%
Jun 30, 2025	ROYAL BANK OF CANADA	0.29%	96.37K	3.22M	6.98K	+7.80%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.88%	291.39K	9.72B	147.58K	+102.62%
Jun 30, 2025	CITADEL ADVISORS LLC	0.83%	275.99K	9.21B	273.39K	+10,539.44%
Jun 30, 2025	MORGAN STANLEY	0.64%	213.35K	7.12B	14.9K	+7.51%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.3%	100.62K	3.36B	54.33K	+117.40%
Jun 30, 2025	VANGUARD GROUP INC	9.82%	3.27M	109.15M	-25.23K	-0.77%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.72%	1.57M	52.44M	64.64K	+4.29%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.65%	1.22M	40.56M	108.6K	+9.81%
Jun 30, 2025	SARA-BAY FINANCIAL	3.65%	1.21M	40.52M	-1K	-0.08%
Jun 30, 2025	ROYCE & ASSOCIATES LP	1.16%	385.68K	12.87M	-51.95K	-11.87%
Jun 30, 2025	NUVEEN, LLC	0.59%	196.1K	6.54M	109.75K	+127.10%
Mar 31, 2025	SARA-BAY FINANCIAL	3.65%	1.22M	39.21M	-2.29K	-0.19%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.53%	1.51M	48.36M	68.16K	+4.74%
Mar 31, 2025	IAT REINSURANCE CO LTD.	0.9%	300K	9.63M	0	0
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.27%	424.04K	13.61M	174.3K	+69.79%
Mar 31, 2025	CONESTOGA CAPITAL ADVISORS, LLC	5.92%	1.97M	63.26M	-15.07K	-0.76%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.23%	76.23K	2.45M	76.23K	+100.00%
Mar 31, 2025		0.26%	86.35K	2.77M	86.35K	+100.00%
Mar 31, 2025	SEI INVESTMENTS CO	0.56%	185.11K	5.94M	-2.07K	-1.10%
Mar 31, 2025	ROYAL BANK OF CANADA	0.27%	89.39K	2.87M	556	+0.63%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.27%	90.7K	2.91M	6.4K	+7.59%
Mar 31, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	0.3%	101.03K	3.24M	-79.86K	-44.15%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.32%	105.7K	3.39M	-10.75K	-9.23%
Mar 31, 2025	UBS GROUP AG	0.34%	112.21K	3.6M	-44.54K	-28.42%
Mar 31, 2025	STATE STREET CORP	2.35%	782.12K	25.1M	-8.23K	-1.04%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.29%	763.88K	24.52M	13.41K	+1.79%
Mar 31, 2025	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	2.37%	789.92K	25.35M	68.99K	+9.57%
Mar 31, 2025	BARROW HANLEY MEWHINNEY & STRAUSS LLC	2.9%	966.42K	31.01M	8.44K	+0.88%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.32%	1.11M	35.52M	-356.34K	-24.35%
Mar 31, 2025	BROWN CAPITAL MANAGEMENT LLC	3.53%	1.18M	37.72M	-355.34K	-23.21%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.6%	864.18K	27.73M	79.68K	+10.16%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.21%	70.94K	2.28M	9.04K	+14.61%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	3.47%	1.16M	37.12M	-684.95K	-37.19%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.74%	245.27K	7.87M	72.89K	+42.28%
Mar 31, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	0.77%	257.25K	8.26M	25.58K	+11.04%
Mar 31, 2025	CEREDEX VALUE ADVISORS LLC	1.05%	350.5K	11.25M	130.6K	+59.39%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.29%	429.86K	13.79M	30.96K	+7.76%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	1.05%	348.45K	11.18M	-44.88K	-11.41%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.04%	347.41K	11.15M	-172.12K	-33.13%
Mar 31, 2025	NORTHERN TRUST CORP	0.94%	312.28K	10.02M	-10.19K	-3.16%
Mar 31, 2025	MARSHALL WACE, LLP	0.53%	177.36K	5.69M	88.89K	+100.47%
Mar 31, 2025	COMERICA BANK	0.48%	160.35K	5.15M	-1.26K	-0.78%
Mar 31, 2025	KEELEY-TETON ADVISORS, LLC	0.48%	159.34K	5.11M	6.83K	+4.48%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.21%	70.55K	2.26M	10.73K	+17.94%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.21%	68.55K	2.2M	13.4K	+24.30%
Mar 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	1.03%	344.51K	11.06M	324.17K	+1,593.90%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.03%	342.07K	10.98M	184.51K	+117.11%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.43%	143.81K	4.61M	17.91K	+14.23%
Mar 31, 2025	GRANITE INVESTMENT PARTNERS, LLC	0.39%	131.51K	4.22M	-8.34K	-5.96%
Mar 31, 2025	WASATCH ADVISORS LP	10.23%	3.41M	109.34M	-138.24K	-3.90%
Mar 31, 2025	ROYCE & ASSOCIATES LP	1.31%	437.63K	14.04M	2.83K	+0.65%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	1.46%	484.95K	15.61M	-3.95K	-0.81%
Mar 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.71%	568.02K	18.23M	-1.15K	-0.20%
Mar 31, 2025	VANGUARD GROUP INC	9.9%	3.3M	105.78M	-31.87K	-0.96%
Mar 31, 2025	BLACKROCK, INC.	7.29%	2.43M	77.89M	-16.17K	-0.66%
Mar 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.56%	184.92K	5.93M	-542	-0.29%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.37%	121.78K	3.91M	28.32K	+30.30%
Mar 31, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.21%	70.73K	2.27M	0	0
Mar 31, 2025	JANUS HENDERSON GROUP PLC	2.05%	683.32K	22.05M	45.62K	+7.15%
Mar 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.71%	236.32K	7.63M	-10.43K	-4.23%
Mar 31, 2025	MORGAN STANLEY	0.6%	198.45K	6.37M	47.17K	+31.18%
Mar 31, 2024	MADISON ASSET MANAGEMENT, LLC	0.09%	29.88K	1.34M	-119	-0.40%
Mar 31, 2024	CREDIT SUISSE AG/	0.09%	30.84K	1.38M	116	+0.38%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.1%	31.81K	1.42M	-16.44K	-34.07%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.1%	31.85K	1.42M	31.85K	+100.00%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.1%	33.24K	1.49B	-165	-0.49%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.1%	34.55K	1.54M	1.92K	+5.87%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.11%	34.89K	1.56M	-7.9K	-18.46%
Mar 31, 2024	GHP INVESTMENT ADVISORS, INC.	0.11%	36.21K	1.62M	5.89K	+19.41%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.11%	36.85K	1.65M	0	0
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.11%	37.54K	1.68M	37.54K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.14%	46.16K	2.06M	-4.83K	-9.48%
Mar 31, 2024	RHUMBLINE ADVISERS	0.15%	48.02K	2.15M	1.21K	+2.58%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.16%	52.41K	2.34M	28.78K	+121.73%
Mar 31, 2024	INVESCO LTD.	0.16%	54.01K	2.41M	7.98K	+17.33%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.17%	55.55K	2.48M	6.96K	+14.33%
Mar 31, 2024	JPMORGAN CHASE & CO	0.29%	95.44K	4.27M	15.14K	+18.85%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.77%	918.05K	41.03M	-1.19M	-56.42%
Mar 31, 2024	ELEQUIN SECURITIES, LLC	0.31%	103.75K	4.64M	103.75K	+100.00%
Mar 31, 2024	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.56%	184.92K	8.26M	36.68K	+24.74%
Mar 31, 2024	CEREDEX VALUE ADVISORS LLC	0.89%	293.24K	13.1M	5.12K	+1.78%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.51%	168.75K	7.54M	-28.63K	-14.50%
Mar 31, 2024	WASATCH ADVISORS LP	12.6%	4.17M	186.35M	334.61K	+8.72%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.17%	55.68K	2.49M	55.68K	+100.00%
Mar 31, 2024	ADVANTAGE ALPHA CAPITAL PARTNERS LP	0.18%	58.84K	2.63M	16.89K	+40.26%
Mar 31, 2024	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.18%	60.46K	2.7M	-5.23K	-7.96%
Mar 31, 2024	ISTHMUS PARTNERS, LLC	0.19%	63K	2.82M	24.77K	+64.81%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	65.1K	2.91M	0	0
Mar 31, 2024	STATE OF NEW JERSEY COMMON PENSION FUND D	0.2%	65.37K	2.92M	0	0
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.24%	80.49K	3.6M	-427	-0.53%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.25%	82.18K	3.67M	57.96K	+239.33%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.26%	87.46K	3.91M	0	0
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.28%	93.31K	4.17M	65.56K	+236.20%
Mar 31, 2024	ROYAL BANK OF CANADA	0.29%	97.6K	4.36M	-7.04K	-6.73%
Mar 31, 2024	PENN CAPITAL MANAGEMENT COMPANY, LLC	0.31%	103.75K	4.64M	65.21K	+169.22%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.34%	113.94K	5.09M	44.72K	+64.61%
Mar 31, 2024	CITADEL ADVISORS LLC	0.38%	126.26K	5.64M	-20.65K	-14.05%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.38%	126.9K	5.67M	46.3K	+57.44%
Mar 31, 2024	MORGAN STANLEY	0.41%	136.51K	6.1M	-42.89K	-23.91%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.41%	137.02K	6.12M	73K	+114.04%
Mar 31, 2024	COMERICA BANK	0.42%	139.4K	6.23M	-6.67K	-4.57%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.42%	139.41K	6.23M	-3.36K	-2.35%
Mar 31, 2024	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.48%	159.42K	7.12M	42.7K	+36.59%
Mar 31, 2024	GRANITE INVESTMENT PARTNERS, LLC	0.5%	166.74K	7.45M	27.69K	+19.92%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.89%	295.57K	13.21M	36.58K	+14.13%
Mar 31, 2024	IAT REINSURANCE CO LTD.	0.91%	300K	6.7M	0	0
Mar 31, 2024	NORTHERN TRUST CORP	0.93%	307.39K	13.74M	-9.09K	-2.87%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.89%	294.82K	13.18M	3.76K	+1.29%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	1.27%	421.07K	18.82M	-14	0.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.99%	658.52K	29.43M	208.71K	+46.40%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.16%	714.67K	31.94M	20.57K	+2.96%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.13%	372.85K	16.66M	101.07K	+37.19%
Mar 31, 2024	KING LUTHER CAPITAL MANAGEMENT CORP	0.2%	66.91K	2.99M	-5	-0.01%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	0.22%	71.96K	3.22M	-24.56K	-25.45%
Mar 31, 2024	KEELEY-TETON ADVISORS, LLC	0.22%	73.69K	3.29M	73.69K	+100.00%
Mar 31, 2024	SAPIENCE INVESTMENTS, LLC	0.23%	75.6K	3.38M	-13.83K	-15.46%
Mar 31, 2024	SEI INVESTMENTS CO	0.35%	117.03K	5.23M	16.2K	+16.07%
Mar 31, 2024	SARA-BAY FINANCIAL	2.96%	981.2K	43.22M	-2.81K	-0.29%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	3.72%	1.23M	54.98M	31.41K	+2.62%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	4.26%	1.41M	63M	56.36K	+4.16%
Mar 31, 2024	CONESTOGA CAPITAL ADVISORS, LLC	6.07%	2.01M	89.85M	2.66K	+0.13%
Mar 31, 2024	BROWN CAPITAL MANAGEMENT LLC	6.8%	2.25M	100.57M	-863.86K	-27.74%
Mar 31, 2024	BLACKROCK INC.	7.01%	2.32M	103.66M	-78.57K	-3.28%
Mar 31, 2024	VANGUARD GROUP INC	9.8%	3.24M	144.97M	24.98K	+0.78%
Mar 31, 2024	OPPENHEIMER ASSET MANAGEMENT INC.	0.05%	16.5K	737.47K	-4.46K	-21.27%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	17.5K	782.08K	0	0
Mar 31, 2024	PINNACLE ASSOCIATES LTD	0.06%	18.59K	830.88K	-850	-4.37%
Mar 31, 2024	CARDINAL CAPITAL MANAGEMENT	0.06%	18.65K	833.51K	18.65K	+100.00%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.06%	19.94K	891K	6.92K	+53.19%
Mar 31, 2024	PEAK6 INVESTMENTS LLC	0.06%	20.9K	934.02K	0	0
Mar 31, 2024	JUMP FINANCIAL, LLC	0.07%	22.8K	1.02M	-2.77K	-10.83%
Mar 31, 2024	STATE STREET CORP	2.25%	744.5K	33.27M	7.82K	+1.06%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	9.9%	3.28M	146.52M	754.5K	+29.89%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	6.38%	2.11M	95.53M	-959.57K	-31.30%
Dec 31, 2023	CONESTOGA CAPITAL ADVISORS, LLC	6.08%	2.01M	91.05M	64.71K	+3.33%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	4.1%	1.35M	61.38M	20.34K	+1.53%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	3.63%	1.2M	54.37M	58.01K	+5.09%
Dec 31, 2023	SARA-BAY FINANCIAL	2.98%	984.01K	44.62M	-1.8K	-0.18%
Dec 31, 2023	STATE STREET CORP	2.23%	736.67K	33.41M	36.9K	+5.27%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.1%	694.1K	31.48M	37.2K	+5.66%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.36%	449.81K	20.4M	44.94K	+11.10%
Dec 31, 2023	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.45%	148.24K	6.72M	-67	-0.05%
Dec 31, 2023	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.53%	175.3K	7.95M	175.3K	+100.00%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	7.65%	2.52M	114.47M	2.52M	+100.00%
Dec 31, 2023	BROWN CAPITAL MANAGEMENT LLC	9.44%	3.11M	141.23M	204.61K	+7.03%
Dec 31, 2023	VANGUARD GROUP INC	9.75%	3.22M	145.97M	88.66K	+2.83%
Dec 31, 2023	WASATCH ADVISORS LP	11.62%	3.84M	173.92M	-14.72K	-0.38%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	1.28%	421.08K	19.1M	294	+0.07%
Dec 31, 2023	NORTHERN TRUST CORP	0.96%	316.47K	14.35M	-7.47K	-2.31%
Dec 31, 2023	IAT REINSURANCE CO LTD.	0.91%	300K	13.61M	0	0
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.88%	291.07K	13.2M	31.02K	+11.93%
Dec 31, 2023	CEREDEX VALUE ADVISORS LLC	0.87%	288.12K	13.07M	64.82K	+29.03%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.82%	271.78K	12.33M	91.83K	+51.03%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.78%	258.98K	11.74M	-11.22K	-4.15%
Dec 31, 2023	NORGES BANK	0.73%	240K	10.88M	240K	+100.00%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.6%	197.38K	8.95M	197.38K	+100.00%
Dec 31, 2023	INVESCO LTD.	0.14%	46.03K	2.09M	4.45K	+10.71%
Dec 31, 2023	RHUMBLINE ADVISERS	0.14%	46.81K	2.12M	-142	-0.30%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.15%	48.25K	2.19M	13.55K	+39.07%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.15%	48.59K	2.2M	-3.87K	-7.37%
Dec 31, 2023	UBS GROUP AG	0.15%	50.99K	2.31M	22.5K	+78.95%
Dec 31, 2023	BARCLAYS PLC	0.17%	56.37K	2.56M	56.37K	+100.00%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.19%	64.02K	2.9M	38.99K	+155.82%
Dec 31, 2023	SWISS NATIONAL BANK	0.2%	65.1K	2.95M	-6.7K	-9.33%
Dec 31, 2023	STATE OF NEW JERSEY COMMON PENSION FUND D	0.2%	65.37K	2.96M	22.18K	+51.35%
Dec 31, 2023	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.2%	65.69K	2.98M	0	0
Dec 31, 2023	KING LUTHER CAPITAL MANAGEMENT CORP	0.2%	66.91K	3.03M	-27	-0.04%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.21%	69.22K	3.14M	53.13K	+330.31%
Dec 31, 2023	JPMORGAN CHASE & CO	0.24%	80.3K	3.64M	31.56K	+64.76%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.24%	80.6K	3.66M	14.7K	+22.31%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.25%	80.91K	3.67M	-14.78K	-15.45%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.27%	87.46K	3.97M	1.21K	+1.40%
Dec 31, 2023	SAPIENCE INVESTMENTS, LLC	0.27%	89.43K	4.06M	590	+0.66%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	0.29%	96.52K	4.38M	-23.03K	-19.26%
Dec 31, 2023	SEI INVESTMENTS CO	0.31%	100.83K	4.57M	2.34K	+2.37%
Dec 31, 2023	ROYAL BANK OF CANADA	0.32%	104.65K	4.75M	-291.16K	-73.56%
Dec 31, 2023	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.35%	116.72K	5.29M	116.72K	+100.00%
Dec 31, 2023	GRANITE INVESTMENT PARTNERS, LLC	0.42%	139.04K	6.31M	-82.01K	-37.10%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.43%	142.76K	6.47M	-119.74K	-45.61%
Dec 31, 2023	COMERICA BANK	0.44%	146.07K	6.62M	-5.18K	-3.43%
Dec 31, 2023	CITADEL ADVISORS LLC	0.45%	146.9K	6.66M	131.22K	+836.69%
Dec 31, 2023	MORGAN STANLEY	0.54%	179.4K	8.14M	77.35K	+75.80%
Dec 31, 2023	BLACKROCK INC.	7.27%	2.4M	108.75M	211.87K	+9.69%

Insiders

Among the HLIO insiders holding of 1.74% of the stake in company, KOSKI CHRISTINE L, director, holds the largest shares of 1.03M. LEMAITRE PHILIPPE, director, is the second largest HLIO insider with ownership of 57.27K shares. FULTON TRICIA L, Chief Financial Officer, stands third with possession of 42.14K shares of that stake.

Insiders	Designation	Shares Held
KOSKI CHRISTINE L	director	1.03M
LEMAITRE PHILIPPE	director	57.27K
FULTON TRICIA L	Chief Financial Officer	42.14K
CARLSON ALLEN J	director	35K
KOSKI ROBERT C	10 percent owner	32.5K
BERTONECHE MARC	director	18.95K
ARDUINI MATTEO	President of Hydraulics, FCT	13.99K
GOTTING GARY A	OFFICER	9.91K
BRITT DOUGLAS	director	9.5K
SACCHI DIANA	director	6.92K
SCHUETZ ALEXANDER	director	5.72K
NEALIS MELANIE M	Chief Legal & Compliance Offic	2.98K
MORGAN JASON LEMAR	President, CVT	162

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 05, 2025	ARDUINI MATTEO	SALE	54.61	2K	109.22K	13.99K
Nov 05, 2025	SACCHI DIANA	SALE	58.35	620	36.18K	6.92K
Nov 25, 2024	ARDUINI MATTEO	SALE	53.98	4K	215.92K	11.76K
Nov 07, 2024	SACCHI DIANA	SALE	53.91	615	33.15K	3.64K
May 21, 2024	ARDUINI MATTEO	SALE	53.72	7K	376.04K	15.76K
Jun 30, 2023	LEMAITRE PHILIPPE	SALE	65.52	2.75K	180.18K	57.27K
Nov 24, 2021	NEALIS MELANIE M	SALE	109.91	1.02K	111.67K	2.98K
Nov 12, 2021	BERTONECHE MARC	SALE	107.06	5K	535.3K	18.95K
Nov 09, 2021	FULTON TRICIA L	SALE	105.00	1.5K	157.5K	42.14K
Nov 08, 2021	FULTON TRICIA L	SALE	100.02	2K	200.04K	43.64K
Nov 08, 2021	NEALIS MELANIE M	SALE	100.07	1K	100.07K	7.98K
Sep 28, 2021	ARDUINI MATTEO	SALE	87.99	1.53K	134.18K	0
Sep 27, 2021	FULTON TRICIA L	SALE	90.00	1K	90K	45.64K
Sep 27, 2021	MORGAN JASON LEMAR	SALE	90.00	400	36K	162
Sep 23, 2021	MORGAN JASON LEMAR	SALE	87.50	400	35K	562
Sep 22, 2021	MORGAN JASON LEMAR	SALE	85.33	400	34.13K	962
Aug 10, 2021	FULTON TRICIA L	SALE	85.00	1K	85K	46.64K
Feb 05, 2021	FULTON TRICIA L	SALE	60.06	1.4K	84.08K	46.62K
Feb 04, 2021	FULTON TRICIA L	SALE	60.00	600	36K	48.02K
Jan 06, 2021	FULTON TRICIA L	SALE	55.00	2K	110K	48.62K
Dec 09, 2020	FULTON TRICIA L	SALE	52.00	1.5K	78K	50.61K
Nov 16, 2020	FULTON TRICIA L	SALE	50.00	30	1.5K	52.11K
Nov 10, 2020	FULTON TRICIA L	SALE	50.00	1.47K	73.5K	52.14K
Sep 14, 2020	SCHUETZ ALEXANDER	SALE	40.13	545	21.87K	5.72K
Sep 11, 2020	SCHUETZ ALEXANDER	SALE	39.74	783	31.11K	6.26K
Sep 10, 2020	SCHUETZ ALEXANDER	SALE	39.61	3K	118.83K	5.72K
Aug 28, 2020	SCHUETZ ALEXANDER	SALE	41.30	3K	123.9K	11.72K
Aug 14, 2020	SCHUETZ ALEXANDER	SALE	42.51	3K	127.53K	8.72K
Jan 16, 2020	FULTON TRICIA L	SALE	48.00	1.5K	72K	54.37K
Jan 16, 2020	KOSKI CHRISTINE L	SALE	48.02	20K	960.45K	1.03M
Dec 20, 2019	KOSKI CHRISTINE L	SALE	45.60	20K	911.96K	1.05M
Dec 19, 2019	KOSKI CHRISTINE L	SALE	45.68	20K	913.59K	1.07M
Dec 18, 2019	KOSKI CHRISTINE L	SALE	45.82	20K	916.41K	1.09M
Dec 17, 2019	BRITT DOUGLAS	SALE	45.50	2K	91K	9.5K
Dec 17, 2019	KOSKI CHRISTINE L	SALE	45.42	20K	908.39K	1.11M
Dec 16, 2019	KOSKI CHRISTINE L	SALE	47.06	6.33K	297.93K	1.13M
Nov 12, 2019	KOSKI CHRISTINE L	SALE	46.20	6.42K	296.63K	52.06K
Nov 11, 2019	KOSKI CHRISTINE L	SALE	45.34	6.42K	291.15K	58.48K
Nov 05, 2019	FULTON TRICIA L	SALE	45.00	1.5K	67.5K	55.87K
Sep 11, 2019	KOSKI CHRISTINE L	SALE	45.04	10K	450.38K	64.15K
Sep 10, 2019	KOSKI CHRISTINE L	SALE	44.60	10K	445.97K	10K
Jul 31, 2019	KOSKI CHRISTINE L	SALE	49.03	3.1K	152K	84.15K
Jul 24, 2019	KOSKI CHRISTINE L	SALE	48.00	5K	240.02K	87.25K
Jun 27, 2019	KOSKI ROBERT C	SALE	44.32	2.5K	110.8K	32.5K
Jun 24, 2019	KOSKI ROBERT C	SALE	45.72	2.5K	114.3K	35K
Jun 21, 2019	KOSKI CHRISTINE L	SALE	47.03	5K	235.17K	92.25K
Jun 18, 2019	KOSKI ROBERT C	SALE	45.59	2.5K	113.98K	37.5K
Jun 17, 2019	KOSKI CHRISTINE L	SALE	46.59	6.79K	316.42K	97.25K
Jun 14, 2019	KOSKI ROBERT C	SALE	45.03	4.3K	193.63K	122.2K
Jun 13, 2019	KOSKI ROBERT C	SALE	45.12	2.5K	112.81K	40K
Mar 29, 2019	KOSKI ROBERT C	SALE	46.52	10K	465.24K	45K
Mar 13, 2019	GOTTING GARY A	SALE	47.00	600	28.2K	9.91K
Mar 04, 2019	KOSKI ROBERT C	SALE	50.15	2.5K	125.39K	55K
Mar 01, 2019	KOSKI ROBERT C	SALE	49.25	2.5K	123.13K	57.5K
Sep 21, 2018	KOSKI CHRISTINE L	SALE	58.03	4.58K	265.8K	124.25K
Sep 20, 2018	KOSKI CHRISTINE L	SALE	56.92	5.97K	339.78K	134.73K
Sep 19, 2018	KOSKI CHRISTINE L	SALE	55.07	5K	275.34K	153.83K
Sep 18, 2018	KOSKI CHRISTINE L	SALE	53.58	6K	321.5K	60K
Sep 18, 2018	FULTON TRICIA L	SALE	54.21	7.5K	406.59K	62.09K
Sep 17, 2018	KOSKI CHRISTINE L	SALE	53.57	1.22K	65.41K	168.83K
Sep 14, 2018	KOSKI CHRISTINE L	SALE	53.38	4K	213.5K	66K
Sep 10, 2018	KOSKI CHRISTINE L	SALE	51.30	20K	1.03M	198.83K
Sep 06, 2018	KOSKI CHRISTINE L	SALE	50.50	2.5K	126.25K	221.33K
Sep 05, 2018	KOSKI CHRISTINE L	SALE	50.02	5K	250.13K	223.83K
Jul 09, 2018	FULTON TRICIA L	SALE	52.00	592	30.78K	69.59K
May 30, 2018	KOSKI ROBERT C	SALE	50.82	1.83K	92.75K	70K
May 30, 2018	KOSKI CHRISTINE L	SALE	51.03	10K	510.32K	228.08K
May 29, 2018	KOSKI ROBERT C	SALE	50.03	5K	250.15K	71.83K
May 25, 2018	KOSKI CHRISTINE L	SALE	50.37	5K	251.83K	79.83K
May 25, 2018	KOSKI ROBERT C	SALE	50.40	1K	50.4K	76.83K
May 24, 2018	KOSKI ROBERT C	SALE	50.94	1K	50.94K	77.83K
May 21, 2018	KOSKI ROBERT C	SALE	50.68	1K	50.68K	78.83K
May 17, 2018	KOSKI CHRISTINE L	SALE	49.27	18K	886.95K	412.72K
May 16, 2018	KOSKI CHRISTINE L	SALE	49.02	7K	343.15K	430.72K
Sep 06, 2017	KOSKI CHRISTINE L	SALE	50.42	6.22K	313.37K	105.83K
Aug 15, 2017	KOSKI CHRISTINE L	SALE	47.02	1.79K	84.35K	120.83K
Aug 14, 2017	KOSKI CHRISTINE L	SALE	47.01	14.75K	693.52K	122.63K
Aug 11, 2017	KOSKI CHRISTINE L	SALE	47.01	4.14K	194.62K	137.38K
Aug 10, 2017	KOSKI CHRISTINE L	SALE	47.68	10K	476.83K	2.1M
Aug 09, 2017	KOSKI CHRISTINE L	SALE	47.82	2.67K	127.69K	2.11M
Aug 08, 2017	KOSKI CHRISTINE L	SALE	47.56	5.82K	276.79K	2.12M
Jun 02, 2017	KOSKI CHRISTINE L	SALE	44.01	5K	220.04K	10K
Jun 01, 2017	KOSKI CHRISTINE L	SALE	43.15	23.5K	1.01M	140.52K
May 31, 2017	KOSKI CHRISTINE L	SALE	42.77	800	34.22K	164.02K
May 25, 2017	KOSKI CHRISTINE L	SALE	42.78	5.7K	243.82K	164.82K
May 24, 2017	CARLSON ALLEN J	SALE	43.00	9K	387K	35K
May 01, 2017	CARLSON ALLEN J	SALE	38.99	9.7K	378.09K	62K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES2.62K2

NET SHARES-2.62K2

SHARES HELD20.91K2

% NET SHARES-112.53%0%

Frequently Asked Questions