How many institutions own HMST 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 HMST shares is 136, representing 82.35% of the company's common stock.

Who are the major shareholders selling HomeStreet, Inc. stock?

MENDON CAPITAL ADVISORS CORP, in the last quarter, reduced its stake in HMST by -31.13% restricting it's holding to 726.5 thousand shares of worth nearly $10.63M. ARROWSTREET CAPITAL, LIMITED PARTNERSHIP also lessened -15.1% of the HMST shares from its portfolio, reducing its holding to 113.54 thousand shares of worth $1.66M. MALTESE CAPITAL MANAGEMENT LLC also shunned HMST shares holding by -32.22% last quarter which brought its holding to 687.4 thousand shares worth $10.06M.

Investors who are buying HMST stock?

As per its latest 13F filing, GOLDMAN SACHS GROUP INC increased its stake in HMST by 13.74% in the last quarter. The institutional holder raised its holding to 301.58 thousand shares having worth more than $4.41M. RENAISSANCE TECHNOLOGIES LLC also added 397.69% more shares of HMST to its portfolio, raising its holding to 302.1 thousand shares of worth $4.42M. MORGAN STANLEY also increased its HMST shares holding by 37.74% which brought its holding to 332.34 thousand shares worth $4.86M.

HMST's major insiders: who are they?

The insider with the most stakes in HMST is Patterson Mark Robert , director at the company. Additionally, HMST stock is highly held by SMITH DOUGLAS IRVINE and EVP - Chief Credit Officer ISEMAN JAY C among others.

Did an insider recently sell HMST stock?

Company executives, directors, and other insiders own 3.21% percent of HomeStreet, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which HMST insiders have sold stock, totaling 0 shares. Insiders that have sold shares include VAN AMEN DARRELL, PARR DAVID L, and HAND ERIK D.

Which insider recently purchased HMST stock?

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

How much of HMST does insiders own?

Around 0 HomeStreet, Inc. shares are held by insiders, which represents about 3.21% of HMST stock.

Who is the insider with the largest stake?

HMST director, Patterson Mark Robert holds the largest portfolio of the company's shares. HMST shares owned by Patterson total nearly 287 thousand.

Which institution holds the most shares in HMST?

GOLDMAN SACHS GROUP INC is the largest institutional owner in HMST which holds 301.58 thousand shares worth $4.41M or 1.59% of the total HMST shares outstanding followed by RENAISSANCE TECHNOLOGIES LLC with ownership of 302.1 thousand shares representing 1.6% of the HMST ownership. MORGAN STANLEY is the third largest stakeholder with 332.34 thousand shares or 1.76% of the ownership worth more than $4.86M.

Is HomeStreet, 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 HMST is concerned, it is a stock which is optionable.

Is there a short position on HMST's shares?

Number of HMST shares short is 527.02K. 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 HMST shares are there?

As of today, 18.92M shares of HMST are outstanding.

Is there many float in HMST 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, HMST has 15.53M shares in float.

HMST 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 HMST is 8.2.

HomeStreet (HMST) 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.

ShortableNo

OptionableYes

Short Percent Of Outstanding Shares2.79

Short Percent Of Float2.9

Shares Outstanding18.92M

Shares Float15.53M

Shares Short527.02K

Short Ratio8.2

2.9%

Short % of Float

2.79%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

3.21% Percentage of Shares held by All Insiders

82.35% Percentage of Shares held by All Institutions

85.08% Percentage of Float held by Institutions

136

Number of Institutions Holding Shares

Institutional Ownership

About 82.35% of HMST shares are held by financial institutions. GOLDMAN SACHS GROUP INC is the top corporate investor, holding 301.58K shares valued at $4.41M. A 1.59% stake in HomeStreet, Inc. is owned by the company. RENAISSANCE TECHNOLOGIES LLC owns 302.1K shares valued at $4.42M, which translates its holding of 1.6% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.59%	301.58K	4.41M	36.44K	+13.74%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.6%	302.1K	4.42M	241.4K	+397.69%
Dec 31, 2025	MORGAN STANLEY	1.76%	332.34K	4.86M	91.07K	+37.74%
Dec 31, 2025	CITADEL ADVISORS LLC	2.36%	445.83K	6.52M	406.1K	+1,022.28%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	3.11%	588.2K	8.61M	299.14K	+103.49%
Dec 31, 2025	MENDON CAPITAL ADVISORS CORP	3.84%	726.5K	10.63M	-328.34K	-31.13%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.6%	113.54K	1.66M	-20.2K	-15.10%
Dec 31, 2025	STATE STREET CORP	4.57%	865.6K	12.66M	423.87K	+95.95%
Dec 31, 2025	DEUTSCHE BANK AG\	0.17%	32.17K	470.6K	17.21K	+115.11%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.17%	32.45K	474.74K	15.15K	+87.54%
Dec 31, 2025	ELCO MANAGEMENT CO., LLC	0.17%	32.83K	480.23K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.18%	34.43K	503.73M	27.07K	+367.88%
Dec 31, 2025	CITIGROUP INC	0.2%	37.91K	554.65K	37.44K	+7,983.58%
Dec 31, 2025	GATOR CAPITAL MANAGEMENT, LLC	1.29%	245K	3.58M	1.87K	+0.77%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	5.73%	1.08M	15.87M	1.03M	+1,751.65%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	42.6K	623.24K	25.8K	+153.57%
Dec 31, 2025	NUVEEN, LLC	0.5%	95.33K	1.39M	32.75K	+52.34%
Dec 31, 2025	UBS GROUP AG	0.99%	186.87K	2.73M	129.12K	+223.58%
Dec 31, 2025	SCULPTOR CAPITAL LP	2.71%	512.73K	7.5M	0	0
Dec 31, 2025	MALTESE CAPITAL MANAGEMENT LLC	3.63%	687.4K	10.06M	-326.71K	-32.22%
Dec 31, 2025	CENTERBOOK PARTNERS LP	4.5%	850.57K	12.44M	742.64K	+688.08%
Dec 31, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.32%	60.46K	884.56K	0	0
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.96%	749.61K	10.97M	326.56K	+77.19%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.26%	806.63K	11.8M	88.64K	+12.35%
Dec 31, 2025	CAPITAL PLANNING ADVISORS, LLC	1.81%	343.31K	5.02M	16.51K	+5.05%
Dec 31, 2025	SIENA CAPITAL PARTNERS GP, LLC	1.87%	353.22K	5.17M	0	0
Dec 31, 2025	J. GOLDMAN & CO LP	4.09%	774.24K	11.33M	299.18K	+62.98%
Dec 31, 2025	PHILOSOPHY CAPITAL MANAGEMENT LLC	3.3%	623.78K	9.13M	623.78K	+100.00%
Dec 31, 2025	PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	6.97%	1.32M	19.3M	-184.24K	-12.25%
Dec 31, 2025	LPL FINANCIAL LLC	0.12%	22.74K	332.67K	72	+0.32%
Dec 31, 2025		1.81%	342.28K	5.01M	342.28K	+100.00%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.14%	26.97K	394.57K	16.38K	+154.60%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.16%	29.69K	434.37K	0	0
Dec 31, 2025	CCG WEALTH MANAGEMENT, LLC	0.3%	57.6K	842.69K	-113.44K	-66.32%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.47%	88.25K	1.29M	88.25K	+100.00%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	5.9%	1.12M	16.32M	0	0
Dec 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.51%	97.18K	1.42M	97.18K	+100.00%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.81%	153.88K	2.25M	153.88K	+100.00%
Dec 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.18%	222.66K	3.26M	0	0
Dec 31, 2025	PINNACLE HOLDINGS, LLC	1.22%	230.33K	3.37M	-50	-0.02%
Dec 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	6.52%	1.23M	18.04M	327.91K	+36.22%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	7.23%	1.37M	20.02M	856.48K	+167.32%
Dec 31, 2025	VANGUARD GROUP INC	14.1%	2.67M	39.03M	1.68M	+170.49%
Dec 31, 2025	NORTHERN TRUST CORP	1.86%	352.61K	5.16M	194.01K	+122.32%
Dec 31, 2025	MECHANICS BANK TRUST DEPARTMENT	18.09%	3.42M	50.08M	3.42M	+100.00%
Dec 31, 2025	RHUMBLINE ADVISERS	0.25%	47.26K	691.39K	20.61K	+77.33%
Dec 31, 2025	XTX TOPCO LTD	0.26%	48.33K	707.05K	48.33K	+100.00%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.27%	50.27K	735.48K	-390.94K	-88.61%
Dec 31, 2025	PRECISION WEALTH STRATEGIES, LLC	0.24%	45.02K	658.61K	45.02K	+100.00%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.27%	50.99K	746K	18.35K	+56.21%
Dec 31, 2025	STIEVEN CAPITAL ADVISORS, L.P.	2.54%	480.24K	7.03M	-101.5K	-17.45%
Dec 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.07%	14.02K	205K	14.02K	+100.00%
Dec 31, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.07%	14.18K	207.4K	61	+0.43%
Dec 31, 2025	BURNS MATTESON CAPITAL MANAGEMENT, LLC	0.08%	15.44K	225.88K	440	+2.93%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.09%	17.59K	257.4K	17.59K	+100.00%
Dec 31, 2025	ARMISTICE CAPITAL, LLC	0.11%	20.61K	301.47K	20.61K	+100.00%
Dec 31, 2025	BLACKROCK, INC.	18.14%	3.43M	50.21M	2.18M	+174.64%
Dec 31, 2025	RMB CAPITAL MANAGEMENT, LLC	3.64%	689.63K	10.09M	-247.28K	-26.39%
Dec 31, 2025	JPMORGAN CHASE & CO	0.21%	39.62K	579.66K	30.75K	+346.69%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.29%	54.81K	801.9K	40.26K	+276.56%
Dec 31, 2025	NEO IVY CAPITAL MANAGEMENT	0.35%	66.95K	979.46K	66.95K	+100.00%
Dec 31, 2025	BARCLAYS PLC	0.4%	75.66K	1.11M	49.74K	+191.91%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.46%	87.32K	1.28M	87.32K	+100.00%
Dec 31, 2025	CALDWELL SUTTER CAPITAL, INC.	0.55%	103.22K	1.51M	0	0
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.29%	54.88K	717.29K	1.6K	+3.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	11.92K	155.82K	825	+7.43%
Jun 30, 2025	DEUTSCHE BANK AG\	0.06%	12.18K	159.13K	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.29%	433.83K	5.67M	8.47K	+1.99%
Jun 30, 2025	STATE STREET CORP	2.3%	434.44K	5.68M	-2.47K	-0.56%
Jun 30, 2025	SCULPTOR CAPITAL LP	2.71%	512.73K	6.7M	105.46K	+25.89%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.61%	683.81K	8.94M	4.19K	+0.62%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	4.03%	763.28K	9.98M	-4.77K	-0.62%
Jun 30, 2025	VANGUARD GROUP INC	5.14%	972.59K	12.71M	797	+0.08%
Jun 30, 2025	MENDON CAPITAL ADVISORS CORP	1.06%	200K	2.61M	0	0
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.09%	17.54K	230K	992	+5.99%
Jun 30, 2025	COVESTOR LTD	0.02%	4.48K	59K	0	0
Jun 30, 2025	POINT72 ASIA (SINGAPORE) PTE. LTD.	0.01%	2.43K	31.71K	-1.69K	-41.09%
Jun 30, 2025	HILLTOP NATIONAL BANK	0.01%	1.04K	13.59K	1.04K	+100.00%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	517	6.76K	201	+63.61%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0%	94	1.23M	0	0
Jun 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0%	87	1.14K	87	+100.00%
Jun 30, 2025	NUVEEN, LLC	0.33%	62.57K	817.82K	-15.25K	-19.60%
Jun 30, 2025	LPL FINANCIAL LLC	0.12%	22.49K	293.94K	22.49K	+100.00%
Jun 30, 2025	MALTESE CAPITAL MANAGEMENT LLC	5.81%	1.1M	14.38M	50K	+4.76%
Jun 30, 2025	D. E. SHAW & CO., INC.	2.22%	419.33K	5.48M	-72.44K	-14.73%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	10	131	0	0
Jun 30, 2025	QUEST PARTNERS LLC	0.05%	9.74K	127.29K	2.66K	+37.56%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	10.08K	131.68K	-903	-8.23%
Jun 30, 2025	FMR LLC	0.05%	10.31K	134.77M	138	+1.36%
Jun 30, 2025	ALGERT GLOBAL LLC	0.06%	12.27K	160K	0	0
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0%	0	-	-159.35K	-100.00%
Jun 30, 2025	JCSD CAPITAL, LLC	0.08%	16.05K	209.79K	16.05K	+100.00%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.1%	18.32K	239.48K	-15.92K	-46.49%
Jun 30, 2025	UBS GROUP AG	0.21%	40.05K	523.49K	-10.02K	-20.02%
Jun 30, 2025	INVESCO LTD.	0.34%	64.37K	841.26K	-18.55K	-22.37%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.36%	68.46K	894.75K	1.18K	+1.75%
Jun 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	2.48%	468.7K	6.13M	468.7K	+100.00%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.09%	17.5K	228.73K	0	0
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0%	0	-	-10.57K	-100.00%
Jun 30, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0%	0	-	-8.77K	-100.00%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	0	-	-4.15K	-100.00%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0%	0	-	-10.03K	-100.00%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0%	0	-	-13.33K	-100.00%
Jun 30, 2025	HENNESSY ADVISORS INC	0%	0	-	-105K	-100.00%
Jun 30, 2025	GRAHAM CAPITAL MANAGEMENT, L.P.	0%	0	-	-23.28K	-100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-11.5K	-100.00%
Jun 30, 2025	PDT PARTNERS, LLC	0%	0	-	-15.01K	-100.00%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0%	0	-	-53.21K	-100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	1.17%	222.23K	2.9M	26.08K	+13.30%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.07%	13.19K	172.39M	-76.67K	-85.32%
Jun 30, 2025		0.33%	62.57K	817.82K	-15.25K	-19.60%
Jun 30, 2025	ROYAL BANK OF CANADA	0.02%	3.71K	49K	-3.69K	-49.85%
Jun 30, 2025	ASSETMARK, INC	0.02%	3.46K	45.22K	0	0
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	2.65K	34.58M	-10.74K	-80.24%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	2K	26.17K	2K	+100.00%
Jun 30, 2025	GAMMA INVESTING LLC	0%	872	11.4K	-105	-10.75%
Jun 30, 2025	SKOPOS LABS, INC.	0%	441	5.76K	390	+764.71%
Jun 30, 2025	RED TORTOISE LLC	0%	281	3.67K	0	0
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0%	234	3K	-101	-30.15%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0%	162	2.04K	-145	-47.23%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	149	1.95K	149	+100.00%
Jun 30, 2025	FORTITUDE FAMILY OFFICE, LLC	0%	118	1.54K	-3	-2.48%
Jun 30, 2025	US BANCORP \DE\	0%	0	-	-2.15K	-100.00%
Jun 30, 2025	STRS OHIO	0%	0	-	-47.1K	-100.00%
Jun 30, 2025	MARSHALL WACE, LLP	0.63%	119.91K	1.57M	39.89K	+49.84%
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	1.06%	200K	2.61M	0	0
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.36%	257.43K	3.36M	-39.57K	-13.32%
Jun 30, 2025	MORGAN STANLEY	1.43%	270.31K	3.53M	-105.89K	-28.15%
Jun 30, 2025	BLACKROCK, INC.	6.85%	1.3M	16.94M	-67.26K	-4.93%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.96%	180.83K	2.36M	-690	-0.38%
Jun 30, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	1.02%	192.92K	2.52M	192.92K	+100.00%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	7.21%	1.36M	17.83M	182.86K	+15.48%
Jun 30, 2025	PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	8.17%	1.55M	20.2M	-280.47K	-15.36%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.08%	14.55K	190.12K	4.44K	+43.88%
Jun 30, 2025	SHAY CAPITAL LLC	0.11%	20.12K	262.96K	-5.09K	-20.20%
Jun 30, 2025	CCG WEALTH MANAGEMENT, LLC	0.91%	171.34K	2.24M	-897	-0.52%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	52.64K	688.01K	25.53K	+94.18%
Jun 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.3%	57K	744.99K	0	0
Jun 30, 2025	J. GOLDMAN & CO LP	0.65%	122.14K	1.6M	122.14K	+100.00%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.66%	124.1K	1.62M	-3.83K	-2.99%
Jun 30, 2025	NORTHERN TRUST CORP	0.82%	154.45K	2.02M	-4.83K	-3.03%
Jun 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	1.17%	220.7K	2.88M	31.67K	+16.76%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.34%	252.77K	3.3M	27.18K	+12.05%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.76%	333.47K	4.36M	85.01K	+34.21%
Jun 30, 2025	ACUITAS INVESTMENTS, LLC	2.03%	383.3K	5.01M	0	0
Jun 30, 2025	STIEVEN CAPITAL ADVISORS, L.P.	2.08%	393.53K	5.14M	93.53K	+31.18%
Jun 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.08%	14.21K	185.73K	1	+0.01%
Jun 30, 2025	JPMORGAN CHASE & CO	0.09%	17.05K	222.88K	-18.11K	-51.50%
Jun 30, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.14%	25.57K	334.23K	0	0
Jun 30, 2025	RHUMBLINE ADVISERS	0.15%	27.64K	361.18K	403	+1.48%
Jun 30, 2025	JANE STREET GROUP, LLC	0.15%	28.37K	370.82K	11.42K	+67.37%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.15%	29.22K	381.85K	239	+0.82%
Jun 30, 2025	BARCLAYS PLC	0.16%	30.78K	402K	12.39K	+67.42%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.84%	159.35K	1.87M	-77.39K	-32.69%
Mar 31, 2025	RMB CAPITAL MANAGEMENT, LLC	1.06%	200K	2.35M	-100K	-33.33%
Mar 31, 2025	CITADEL ADVISORS LLC	0.81%	153.52K	1.8M	81.51K	+113.18%
Mar 31, 2025	FOURTHSTONE LLC	0.6%	113.91K	1.34M	-64.09K	-36.01%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.15%	28.98K	348.01K	26	+0.09%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.13%	25.33K	297.32K	5.39K	+27.04%
Mar 31, 2025	PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	9.65%	1.83M	21.44M	-42.01K	-2.25%
Mar 31, 2025	BLACKROCK, INC.	7.21%	1.36M	16.01M	-13.27K	-0.96%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	6.24%	1.18M	13.87M	261.76K	+28.47%
Mar 31, 2025	MALTESE CAPITAL MANAGEMENT LLC	5.55%	1.05M	12.33M	-20.64K	-1.93%
Mar 31, 2025	VANGUARD GROUP INC	5.14%	971.79K	11.41M	2.52K	+0.26%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	4.06%	768.05K	9.02M	17.15K	+2.28%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.59%	679.62K	7.98M	47.62K	+7.53%
Mar 31, 2025	D. E. SHAW & CO., INC.	2.6%	491.77K	5.77M	63.19K	+14.74%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.25%	425.36K	4.99M	2.28K	+0.54%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.13%	23.9K	280.6K	-3.89K	-13.99%
Mar 31, 2025	GRAHAM CAPITAL MANAGEMENT, L.P.	0.12%	23.28K	273.31K	3.51K	+17.75%
Mar 31, 2025	INVESCO LTD.	0.44%	82.91K	973.39K	-14.41K	-14.80%
Mar 31, 2025	MARSHALL WACE, LLP	0.42%	80.02K	939.45K	38.36K	+92.07%
Mar 31, 2025		0.41%	77.83K	913.67K	77.83K	+100.00%
Mar 31, 2025	CALDWELL SUTTER CAPITAL, INC.	0.3%	57K	669.18K	-1K	-1.72%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.28%	53.29K	625.56K	-3.59K	-6.32%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.28%	53.21K	624.69K	-2.28K	-4.11%
Mar 31, 2025	UBS GROUP AG	0.26%	50.08K	587.89K	37.7K	+304.52%
Mar 31, 2025	SCULPTOR CAPITAL LP	2.15%	407.27K	4.78M	407.27K	+100.00%
Mar 31, 2025	ACUITAS INVESTMENTS, LLC	2.03%	383.3K	4.5M	46.99K	+13.97%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.19%	225.59K	2.65M	-2K	-0.88%
Mar 31, 2025	MENDON CAPITAL ADVISORS CORP	1.06%	200K	2.35M	-100K	-33.33%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	1.04%	196.15K	2.3M	-6.11K	-3.02%
Mar 31, 2025	HENNESSY ADVISORS INC	0.55%	105K	1.23M	35K	+50.00%
Mar 31, 2025	SHAY CAPITAL LLC	0.13%	25.21K	295.99K	7.15K	+39.57%
Mar 31, 2025	GATOR CAPITAL MANAGEMENT, LLC	1%	189.02K	2.22M	189.02K	+100.00%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.96%	181.52K	2.13M	113.81K	+168.08%
Mar 31, 2025	CCG WEALTH MANAGEMENT, LLC	0.91%	172.24K	2.02M	-57.21K	-24.93%
Mar 31, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.17%	32.15K	377K	32.15K	+100.00%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.31%	248.47K	2.92M	-33.68K	-11.94%
Mar 31, 2025	RHUMBLINE ADVISERS	0.14%	27.23K	319.7K	-2K	-6.83%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	27.11K	318.26K	-17.96K	-39.85%
Mar 31, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.14%	25.57K	300.22K	25.57K	+100.00%
Mar 31, 2025	STRS OHIO	0.25%	47.1K	552.95K	0	0
Mar 31, 2025	MORGAN STANLEY	1.99%	376.21K	4.42M	53.93K	+16.73%
Mar 31, 2025	STIEVEN CAPITAL ADVISORS, L.P.	1.59%	300K	3.52M	300K	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.19%	35.16K	412.78K	-33.66K	-48.91%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.18%	34.24K	402.02K	-7.91K	-18.77%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.47%	89.86K	1.05M	36.05K	+67.00%
Mar 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.36%	67.28K	789.88K	-4.23K	-5.92%
Mar 31, 2025	STATE STREET CORP	2.31%	436.9K	5.13M	1.97K	+0.45%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.57%	297K	3.49M	32.91K	+12.46%
Mar 31, 2025	NORTHERN TRUST CORP	0.84%	159.29K	1.87M	-2.98K	-1.84%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.68%	127.93K	1.5M	-48.02K	-27.29%
Mar 31, 2024	RHUMBLINE ADVISERS	0.15%	28.01K	421.59K	695	+2.54%
Mar 31, 2024	EMERALD ADVISERS, LLC	0.15%	28.59K	430.26K	28.59K	+100.00%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0.15%	29.01K	423.88M	37	+0.13%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.16%	30.79K	463.34K	-15.99K	-34.18%
Mar 31, 2024	PDT PARTNERS, LLC	0.2%	37.04K	557.5K	-1.36K	-3.55%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.36%	67.84K	1.02M	-4.4K	-6.09%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.21%	226.42K	3.41M	4.16K	+1.87%
Mar 31, 2024	CCG WEALTH MANAGEMENT, LLC	1.22%	229.78K	3.46M	52.14K	+29.35%
Mar 31, 2024	MARSHALL WACE, LLP	1.25%	234.52K	3.53M	204.76K	+688.08%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	1.32%	247.17K	3.72M	247.17K	+100.00%
Mar 31, 2024	CONGRESS ASSET MANAGEMENT CO /MA	1.39%	261.56K	3.94M	-23.95K	-8.39%
Mar 31, 2024	RMB CAPITAL MANAGEMENT, LLC	1.6%	300K	4.52M	300K	+100.00%
Mar 31, 2024	MENDON CAPITAL ADVISORS CORP	1.6%	300K	4.52M	300K	+100.00%
Mar 31, 2024	MORGAN STANLEY	1.65%	309.08K	4.65M	-164.99K	-34.80%
Mar 31, 2024	ENDEAVOUR CAPITAL ADVISORS INC	1.76%	330.67K	4.98M	330.67K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	2.4%	450.32K	6.78M	-81.65K	-15.35%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.52%	661.63K	9.96M	74.7K	+12.73%
Mar 31, 2024	MADISON AVENUE PARTNERS, LP	4.82%	905.02K	13.62M	905.02K	+100.00%
Mar 31, 2024	MALTESE CAPITAL MANAGEMENT LLC	5.71%	1.07M	16.13M	1.07M	+100.00%
Mar 31, 2024	PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	5.89%	1.11M	16.66M	1.11M	+100.00%
Mar 31, 2024	TETON ADVISORS, INC.	0.07%	12.6K	189.63K	0	0
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.07%	12.7K	191.14K	-58K	-82.04%
Mar 31, 2024	GROUP ONE TRADING, L.P.	0.07%	13.72K	206.41K	-1.65K	-10.74%
Mar 31, 2024	STRS OHIO	0.08%	14.2K	213K	14.2K	+100.00%
Mar 31, 2024	FMR LLC	0.1%	17.98K	270.63K	235	+1.32%
Mar 31, 2024	UBS GROUP AG	0.1%	18.1K	272.44K	-155	-0.85%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.25%	47.1K	709K	-35.2K	-42.77%
Mar 31, 2024	CENTERBOOK PARTNERS LP	0.29%	54.52K	820.53K	54.52K	+100.00%
Mar 31, 2024	CALDWELL SUTTER CAPITAL, INC.	0.32%	60K	903K	60K	+100.00%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.41%	77.6K	1.17M	-89.82K	-53.65%
Mar 31, 2024	EMERALD MUTUAL FUND ADVISERS TRUST	0.52%	96.95K	1.46M	56.39K	+139.03%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.54%	102.18K	1.54M	-99.1K	-49.24%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.62%	116.39K	1.75M	-7.69K	-6.20%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.66%	123.85K	1.86M	4.5K	+3.77%
Mar 31, 2024	HENNESSY ADVISORS INC	1.06%	200K	3.01M	-5K	-2.44%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	1.07%	200.69K	3.02M	165.9K	+476.87%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	1.13%	211.92K	3.19M	-232.81K	-52.35%
Mar 31, 2024	ACUITAS INVESTMENTS, LLC	1.77%	332.69K	5.01M	-9.95K	-2.91%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.13%	400.63K	6.03M	6.04K	+1.53%
Mar 31, 2024	STATE STREET CORP	2.19%	411.75K	6.2M	-5.21K	-1.25%
Mar 31, 2024	PETIOLE USA LTD	2.19%	411.8K	6.2M	411.8K	+100.00%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	3.26%	611.42K	9.2M	67.83K	+12.48%
Mar 31, 2024	BLACKROCK INC.	6.79%	1.28M	19.2M	-264.67K	-17.18%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.21%	38.82K	584.18K	-1.47K	-3.65%
Mar 31, 2024	STEPHENS INC /AR/	0.21%	40K	602K	0	0
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.23%	42.79K	644.04K	-87.6K	-67.18%
Mar 31, 2024	VANGUARD GROUP INC	5.21%	977.86K	14.72M	897	+0.09%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.68%	127.64K	1.92M	4.78K	+3.89%
Mar 31, 2024	INVESCO LTD.	0.85%	159.67K	2.4M	95.45K	+148.65%
Mar 31, 2024	NORTHERN TRUST CORP	0.9%	168.11K	2.53M	7.11K	+4.41%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.97%	181.92K	2.74M	-142.87K	-43.99%
Mar 31, 2024	CITIGROUP INC	0.02%	3.78K	56.84K	968	+34.46%
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0.02%	4.24K	63.81K	0	0
Mar 31, 2024	HARBOR CAPITAL ADVISORS, INC.	0.03%	5.94K	89K	5.94K	+100.00%
Mar 31, 2024	UMB BANK, N.A.	0.04%	7.5K	112.88K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.04%	7.51K	112.96K	822	+12.30%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.05%	8.93K	134.32K	-77	-0.86%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.05%	8.95K	135K	0	0
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.05%	9.18K	138.11K	-44.41K	-82.87%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	9.68K	145.73K	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	0.06%	11.3K	170.07K	1K	+9.71%
Mar 31, 2024	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.06%	11.65K	175.29K	1.22K	+11.71%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.1%	19.61K	295.19K	-56.38K	-74.19%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.13%	25K	376.25K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	27.3K	410.87K	-26.2K	-48.97%
Mar 31, 2024	JPMORGAN CHASE & CO	0.15%	27.37K	411.98K	12.77K	+87.45%
Dec 31, 2023	CCG WEALTH MANAGEMENT, LLC	0.94%	177.65K	1.83M	-52.14K	-22.69%
Dec 31, 2023		0.15%	28.98K	298.45K	3.02K	+11.62%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	1.07%	201.28K	2.07M	201.28K	+100.00%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	1.18%	222.27K	2.29M	21.74K	+10.84%
Dec 31, 2023	CONGRESS ASSET MANAGEMENT CO /MA	1.52%	285.5K	2.94M	157	+0.06%
Dec 31, 2023	D. E. SHAW & CO., INC.	1.73%	324.79K	3.35M	46.53K	+16.72%
Dec 31, 2023	ACUITAS INVESTMENTS, LLC	1.82%	342.64K	3.53M	158.46K	+86.03%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.1%	394.59K	4.06M	14.19K	+3.73%
Dec 31, 2023	STATE STREET CORP	2.22%	416.96K	4.29M	42.95K	+11.48%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	2.36%	444.73K	4.58M	65.74K	+17.35%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	2.44%	458.01K	4.72M	22.91K	+5.27%
Dec 31, 2023	MORGAN STANLEY	2.52%	474.07K	4.88M	-57.05K	-10.74%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	2.83%	531.97K	5.48M	39.16K	+7.95%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	2.89%	543.59K	5.6M	-19.04K	-3.38%
Dec 31, 2023	LSV ASSET MANAGEMENT	3.1%	582.59K	6M	-184.22K	-24.02%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.12%	586.93K	6.05M	127.97K	+27.88%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	3.69%	693.44K	7.14M	57.92K	+9.11%
Dec 31, 2023	VANGUARD GROUP INC	5.19%	976.96K	10.06M	30.77K	+3.25%
Dec 31, 2023	BLACKROCK INC.	8.19%	1.54M	15.87M	311.89K	+25.39%
Dec 31, 2023	FOURTHSTONE LLC	9.92%	1.87M	19.22M	256.28K	+15.92%
Dec 31, 2023	MARSHALL WACE, LLP	0.16%	29.76K	306.51K	-303.91K	-91.08%
Dec 31, 2023	FEDERATED HERMES, INC.	0.18%	32.97K	339.56K	-835	-2.47%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.18%	34.29K	353.17K	810	+2.42%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.19%	34.79K	358.34K	4.81K	+16.04%
Dec 31, 2023	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.19%	35.28K	363.37K	499	+1.43%
Dec 31, 2023	SEI INVESTMENTS CO	0.19%	36.31K	374K	5.3K	+17.09%
Dec 31, 2023	PDT PARTNERS, LLC	0.2%	38.41K	395.58K	-27.11K	-41.38%
Dec 31, 2023	STEPHENS INC /AR/	0.21%	40K	412K	40K	+100.00%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.21%	40.29K	414.97K	-72.35K	-64.23%
Dec 31, 2023	EMERALD MUTUAL FUND ADVISERS TRUST	0.22%	40.56K	417.78K	40.56K	+100.00%
Dec 31, 2023	GSA CAPITAL PARTNERS LLP	0.24%	44.75K	461K	44.75K	+100.00%
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.25%	46.78K	481.81K	0	0
Dec 31, 2023	WALLEYE CAPITAL LLC	0.27%	50.37K	518.79K	50.37K	+100.00%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.28%	53.59K	551.93K	13.31K	+33.06%
Dec 31, 2023	INVESCO LTD.	0.34%	64.21K	661.41K	5.33K	+9.05%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.38%	70.7K	728.21K	16K	+29.25%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.38%	72.24K	744.04K	-67.53K	-48.32%
Dec 31, 2023	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.4%	74.93K	771.73K	13.51K	+21.99%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.4%	75.99K	782.69K	23.1K	+43.67%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.44%	82.3K	848K	-1.8K	-2.14%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.45%	84.9K	874.49K	-10.87K	-11.35%
Dec 31, 2023	ZACKS INVESTMENT MANAGEMENT	0.54%	101.95K	1.05M	101.95K	+100.00%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.59%	110.7K	1.14M	16.79K	+17.88%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.63%	119.35K	1.23M	-287.06K	-70.63%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.64%	119.68K	1.23M	-64.34K	-34.96%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.65%	122.86K	1.27M	24.13K	+24.44%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.66%	124.08K	1.28M	5.56K	+4.69%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.69%	130.39K	1.34M	24.1K	+22.67%
Dec 31, 2023	NORTHERN TRUST CORP	0.86%	161K	1.66M	3.54K	+2.25%
Dec 31, 2023	TREXQUANT INVESTMENT LP	0.89%	167.42K	1.72M	69.38K	+70.77%
Dec 31, 2023	HENNESSY ADVISORS INC	1.09%	205K	2.11M	205K	+100.00%

Insiders

Among the HMST insiders holding of 3.21% of the stake in company, PATTERSON MARK ROBERT, director, holds the largest shares of 287K. SMITH DOUGLAS IRVINE, , is the second largest HMST insider with ownership of 123.53K shares. ISEMAN JAY C, EVP - Chief Credit Officer, stands third with possession of 78.52K shares of that stake.

Insiders	Designation	Shares Held
PATTERSON MARK ROBERT	director	287K
SMITH DOUGLAS IRVINE		123.53K
ISEMAN JAY C	EVP - Chief Credit Officer	78.52K
VAN AMEN DARRELL	EVP, Chief Investment Officer	76.5K
EVANS GODFREY B	EVP - General Counsel	67.05K
BOGGS SCOTT M	director	30.78K
MICHEL JOHN	EVP, Chief Financial Officer	28.41K
TAYLOR PAMELA J	EVP - Human Resources Dir	24.3K
BENNION RICHARD W H	EVP - Res. Lending Director	22.64K
HARRELL JOANNE R	director	18.87K
ENDRESEN WILLIAM	EVP, Comm'l RE & Capital Pres.	18.42K
STRAUS DAVID H	Sr EVP, Comm'l Banking Dir.	15.48K
HARPER TROY	EVP, CIO & COO	14.41K
CAVANAUGH SANDRA A	director	10.09K
EDERER DAVID A	director	9.78K
RUH MARK R	EVP & CFO	6.62K
TOMPKINS SIDNEY CRAIG	director	5K
HAND ERIK D	EVP, Mortgage Lending Director	4.72K
MITCHELL JAMES R	director	3.5K
MASON MARK K	CEO, President	2.8K
INDIEK VICTOR H	director	2.67K
PELLEGRINO NANCY D	director	1K
GREEN JEFFREY D	director	700
VINCENT MARY L	EVP - Chief Risk Officer	0
LEMON PAULETTE	EVP - Retail Banking Director	0
PARR DAVID L	EVP, DIR. OF COMM'L BANKING	0
SCHULTZ EDWARD	EVP, Dir. of Comm'l Banking	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 18, 2024	VAN AMEN DARRELL	SALE	11.67	4.54K	52.99K	76.5K
Dec 18, 2024	PARR DAVID L	SALE	11.53	5.21K	60.1K	0
Dec 17, 2024	TOMPKINS SIDNEY CRAIG	PURCHASE	11.49	5K	57.46K	5K
Dec 17, 2024	HAND ERIK D	SALE	11.45	5K	57.25K	4.72K
Nov 27, 2024	HARRELL JOANNE R	PURCHASE	11.55	1.82K	21K	18.87K
Nov 26, 2024	HARRELL JOANNE R	PURCHASE	11.65	2.15K	25K	17.05K
Nov 26, 2024	EVANS GODFREY B	SALE	11.55	4.64K	53.55K	67.05K
Nov 21, 2024	MICHEL JOHN	SALE	11.26	8K	90.08K	28.41K
Aug 30, 2024	LEMON PAULETTE	SALE	15.59	2.4K	37.44K	0
Mar 15, 2024	HARRELL JOANNE R	PURCHASE	14.87	1.69K	25.05K	14.91K
May 12, 2023	MICHEL JOHN	PURCHASE	5.99	10K	59.88K	50K
May 05, 2023	PARR DAVID L	PURCHASE	6.41	1K	6.41K	4.03K
May 05, 2023	ENDRESEN WILLIAM	PURCHASE	6.21	1.5K	9.31K	18.42K
May 05, 2023	BOGGS SCOTT M	PURCHASE	6.33	1K	6.33K	30.78K
May 05, 2023	HAND ERIK D	PURCHASE	6.25	3.17K	19.79K	12.16K
May 04, 2023	HAND ERIK D	PURCHASE	5.04	5K	25.18K	8.99K
May 04, 2023	ENDRESEN WILLIAM	PURCHASE	5.82	2K	11.64K	16.92K
May 03, 2023	PATTERSON MARK ROBERT	PURCHASE	6.46	49.98K	323.06K	287K
May 02, 2023	PATTERSON MARK ROBERT	PURCHASE	6.67	20.02K	133.61K	237.02K
May 02, 2023	HARPER TROY	PURCHASE	7.84	2K	15.68K	14.41K
Dec 09, 2022	MASON MARK K	SALE	28.38	1.08K	30.51K	2.8K
Nov 03, 2022	BOGGS SCOTT M	PURCHASE	23.62	500	11.81K	28.67K
Nov 02, 2022	BOGGS SCOTT M	PURCHASE	23.52	500	11.76K	28.17K
Jun 14, 2022	PATTERSON MARK ROBERT	PURCHASE	34.90	5K	174.5K	212K
May 24, 2022	VAN AMEN DARRELL	PURCHASE	39.25	1K	39.25K	3K
May 24, 2022	MICHEL JOHN	PURCHASE	39.80	3K	119.4K	40K
May 13, 2022	PATTERSON MARK ROBERT	PURCHASE	38.58	7K	270.06K	192K
May 13, 2022	HARRELL JOANNE R	PURCHASE	39.66	757	30.02K	918
May 13, 2022	SMITH DOUGLAS IRVINE	PURCHASE	39.46	20K	789.19K	123.53K
Feb 10, 2022	ISEMAN JAY C	SALE	51.54	2.9K	149.66K	78.52K
Aug 03, 2021	PATTERSON MARK ROBERT	PURCHASE	37.50	2K	75K	165K
Aug 03, 2021	MICHEL JOHN	PURCHASE	37.75	8K	302K	37K
Aug 03, 2021	SMITH DOUGLAS IRVINE	PURCHASE	38.46	10.12K	389.1K	101.6K
May 05, 2021	MICHEL JOHN	PURCHASE	42.60	8.4K	357.84K	29K
Feb 26, 2021	CAVANAUGH SANDRA A	PURCHASE	43.48	1.73K	75K	10.09K
Feb 17, 2021	VAN AMEN DARRELL	SALE	41.98	9.46K	397.13K	68.15K
Feb 12, 2021	VAN AMEN DARRELL	SALE	41.31	2.29K	94.43K	1
Feb 03, 2021	EVANS GODFREY B	SALE	38.34	14K	536.76K	63.06K
Jan 29, 2021	GREEN JEFFREY D	PURCHASE	36.20	220	7.96K	700
Dec 14, 2020	GREEN JEFFREY D	PURCHASE	33.00	1K	33K	3.57K
Nov 09, 2020	GREEN JEFFREY D	PURCHASE	33.00	1.79K	59K	2.57K
Nov 04, 2020	MICHEL JOHN	PURCHASE	31.05	400	12.42K	400
Nov 04, 2020	GREEN JEFFREY D	PURCHASE	31.72	219	6.95K	480
Oct 29, 2020	PATTERSON MARK ROBERT	PURCHASE	29.79	20K	595.8K	163K
Sep 14, 2020	PATTERSON MARK ROBERT	PURCHASE	26.85	6.16K	165.48K	143K
Sep 11, 2020	PATTERSON MARK ROBERT	PURCHASE	26.85	8.84K	237.27K	136.84K
Aug 27, 2020	PELLEGRINO NANCY D	PURCHASE	27.71	1K	27.71K	1K
Aug 03, 2020	GREEN JEFFREY D	PURCHASE	27.25	261	7.11K	261
Jul 31, 2020	PATTERSON MARK ROBERT	PURCHASE	25.63	13K	333.19K	128K
Jun 15, 2020	PATTERSON MARK ROBERT	PURCHASE	23.05	5K	115.25K	13.25K
Jun 05, 2020	EVANS GODFREY B	SALE	26.66	2.32K	61.88K	46.13K
May 07, 2020	PATTERSON MARK ROBERT	PURCHASE	22.96	3.42K	78.62K	105K
May 06, 2020	EDERER DAVID A	PURCHASE	22.50	2.78K	62.57K	9.78K
May 06, 2020	PATTERSON MARK ROBERT	PURCHASE	22.79	4.32K	98.54K	101.58K
May 05, 2020	PATTERSON MARK ROBERT	PURCHASE	22.96	2.25K	51.71K	97.25K
Apr 30, 2020	EVANS GODFREY B	SALE	26.25	679	17.82K	48.45K
Mar 13, 2020	EDERER DAVID A	PURCHASE	22.50	100	2.25K	600
Mar 13, 2020	ENDRESEN WILLIAM	PURCHASE	22.40	700	15.68K	3.97K
Mar 12, 2020	HARPER TROY	PURCHASE	21.59	200	4.32K	4.17K
Mar 11, 2020	BOGGS SCOTT M	PURCHASE	23.57	400	9.43K	23.92K
Mar 11, 2020	EDERER DAVID A	PURCHASE	23.44	24	562.56	500
Mar 10, 2020	PATTERSON MARK ROBERT	PURCHASE	23.18	5K	115.9K	7.78K
Mar 10, 2020	SMITH DOUGLAS IRVINE	PURCHASE	23.25	7.5K	174.38K	86.84K
Mar 10, 2020	EDERER DAVID A	PURCHASE	24.25	476	11.54K	476
Feb 06, 2020	MITCHELL JAMES R	PURCHASE	31.91	3.5K	111.69K	3.5K
Nov 05, 2019	INDIEK VICTOR H	SALE	31.28	3.27K	102.33K	2.67K
Jul 25, 2019	EVANS GODFREY B	PURCHASE	28.48	1K	28.48K	46.43K
Jun 12, 2019	VAN AMEN DARRELL	PURCHASE	30.75	2K	61.5K	2K
May 10, 2019	RUH MARK R	PURCHASE	28.37	2K	56.74K	6.62K
May 08, 2019	CAVANAUGH SANDRA A	PURCHASE	28.67	5K	143.35K	6.11K
Aug 28, 2018	VINCENT MARY L	SALE	29.57	8.46K	250.16K	0
Jul 27, 2018	SCHULTZ EDWARD	SALE	29.48	11.64K	343.24K	0
Apr 27, 2018	ENDRESEN WILLIAM	SALE	25.55	4.25K	108.59K	213
Apr 27, 2018	MASON MARK K	PURCHASE	25.59	200	5.12K	200
Apr 26, 2018	BOGGS SCOTT M	PURCHASE	26.05	1.5K	39.08K	20.87K
Apr 26, 2018	STRAUS DAVID H	PURCHASE	25.88	1.2K	31.06K	15.48K
Apr 26, 2018	EDERER DAVID A	PURCHASE	26.80	100	2.68K	36.51K
Apr 26, 2018	SMITH DOUGLAS IRVINE	PURCHASE	25.78	5K	128.88K	73.68K
Apr 26, 2018	PATTERSON MARK ROBERT	PURCHASE	25.90	5K	129.5K	95K
Apr 26, 2018	INDIEK VICTOR H	PURCHASE	25.70	1K	25.7K	4.45K
Mar 23, 2018	BENNION RICHARD W H	SALE	28.52	168	4.79K	22.64K
Mar 23, 2018	EVANS GODFREY B	SALE	28.52	605	17.25K	42.68K
Mar 23, 2018	TAYLOR PAMELA J	SALE	28.52	185	5.28K	24.3K
Mar 23, 2018	ISEMAN JAY C	SALE	28.52	409	11.66K	46.91K
Mar 23, 2018	VINCENT MARY L	SALE	28.52	196	5.59K	14.12K
Mar 23, 2018	MASON MARK K	SALE	28.52	2.21K	62.96K	136.58K
Mar 23, 2018	ENDRESEN WILLIAM	SALE	28.52	503	14.34K	4.46K
Mar 14, 2018	MASON MARK K	SALE	30.50	1.49K	45.29K	138.79K
Mar 14, 2018	ISEMAN JAY C	SALE	30.45	445	13.55K	47.32K
Mar 14, 2018	EVANS GODFREY B	SALE	30.50	726	22.15K	43.29K
Mar 12, 2018	VINCENT MARY L	SALE	30.85	1K	30.85K	13.59K
Mar 05, 2018	ENDRESEN WILLIAM	SALE	29.50	216	6.37K	3.08K
Feb 01, 2018	MASON MARK K	SALE	29.53	6.93K	204.76K	131.29K
Feb 01, 2018	BENNION RICHARD W H	SALE	29.80	275	8.2K	22.18K
Feb 01, 2018	ENDRESEN WILLIAM	SALE	29.65	520	15.42K	2.27K
Feb 01, 2018	ISEMAN JAY C	SALE	29.75	793	23.59K	44.35K
Feb 01, 2018	TAYLOR PAMELA J	SALE	29.75	500	14.88K	23.78K
Feb 01, 2018	EVANS GODFREY B	SALE	29.66	965	28.62K	40.41K
Feb 01, 2018	VINCENT MARY L	SALE	29.30	320	9.38K	14.59K
Feb 01, 2018	RUH MARK R	SALE	29.86	241	7.2K	2.32K

Frequently Asked Questions

Stock Outstanding Shares

ShortableNo

OptionableYes

Short Percent Of Outstanding Shares2.79

Short Percent Of Float2.9

Shares Outstanding18.92M

Shares Float15.53M

Shares Short527.02K

Short Ratio8.2

2.9%

Short % of Float

2.79%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

3.21% Percentage of Shares held by All Insiders

82.35% Percentage of Shares held by All Institutions

85.08% Percentage of Float held by Institutions

136

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.59%	301.58K	4.41M	36.44K	+13.74%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.6%	302.1K	4.42M	241.4K	+397.69%
Dec 31, 2025	MORGAN STANLEY	1.76%	332.34K	4.86M	91.07K	+37.74%
Dec 31, 2025	CITADEL ADVISORS LLC	2.36%	445.83K	6.52M	406.1K	+1,022.28%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	3.11%	588.2K	8.61M	299.14K	+103.49%
Dec 31, 2025	MENDON CAPITAL ADVISORS CORP	3.84%	726.5K	10.63M	-328.34K	-31.13%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.6%	113.54K	1.66M	-20.2K	-15.10%
Dec 31, 2025	STATE STREET CORP	4.57%	865.6K	12.66M	423.87K	+95.95%
Dec 31, 2025	DEUTSCHE BANK AG\	0.17%	32.17K	470.6K	17.21K	+115.11%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.17%	32.45K	474.74K	15.15K	+87.54%
Dec 31, 2025	ELCO MANAGEMENT CO., LLC	0.17%	32.83K	480.23K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.18%	34.43K	503.73M	27.07K	+367.88%
Dec 31, 2025	CITIGROUP INC	0.2%	37.91K	554.65K	37.44K	+7,983.58%
Dec 31, 2025	GATOR CAPITAL MANAGEMENT, LLC	1.29%	245K	3.58M	1.87K	+0.77%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	5.73%	1.08M	15.87M	1.03M	+1,751.65%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	42.6K	623.24K	25.8K	+153.57%
Dec 31, 2025	NUVEEN, LLC	0.5%	95.33K	1.39M	32.75K	+52.34%
Dec 31, 2025	UBS GROUP AG	0.99%	186.87K	2.73M	129.12K	+223.58%
Dec 31, 2025	SCULPTOR CAPITAL LP	2.71%	512.73K	7.5M	0	0
Dec 31, 2025	MALTESE CAPITAL MANAGEMENT LLC	3.63%	687.4K	10.06M	-326.71K	-32.22%
Dec 31, 2025	CENTERBOOK PARTNERS LP	4.5%	850.57K	12.44M	742.64K	+688.08%
Dec 31, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.32%	60.46K	884.56K	0	0
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.96%	749.61K	10.97M	326.56K	+77.19%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.26%	806.63K	11.8M	88.64K	+12.35%
Dec 31, 2025	CAPITAL PLANNING ADVISORS, LLC	1.81%	343.31K	5.02M	16.51K	+5.05%
Dec 31, 2025	SIENA CAPITAL PARTNERS GP, LLC	1.87%	353.22K	5.17M	0	0
Dec 31, 2025	J. GOLDMAN & CO LP	4.09%	774.24K	11.33M	299.18K	+62.98%
Dec 31, 2025	PHILOSOPHY CAPITAL MANAGEMENT LLC	3.3%	623.78K	9.13M	623.78K	+100.00%
Dec 31, 2025	PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	6.97%	1.32M	19.3M	-184.24K	-12.25%
Dec 31, 2025	LPL FINANCIAL LLC	0.12%	22.74K	332.67K	72	+0.32%
Dec 31, 2025		1.81%	342.28K	5.01M	342.28K	+100.00%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.14%	26.97K	394.57K	16.38K	+154.60%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.16%	29.69K	434.37K	0	0
Dec 31, 2025	CCG WEALTH MANAGEMENT, LLC	0.3%	57.6K	842.69K	-113.44K	-66.32%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.47%	88.25K	1.29M	88.25K	+100.00%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	5.9%	1.12M	16.32M	0	0
Dec 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.51%	97.18K	1.42M	97.18K	+100.00%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.81%	153.88K	2.25M	153.88K	+100.00%
Dec 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.18%	222.66K	3.26M	0	0
Dec 31, 2025	PINNACLE HOLDINGS, LLC	1.22%	230.33K	3.37M	-50	-0.02%
Dec 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	6.52%	1.23M	18.04M	327.91K	+36.22%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	7.23%	1.37M	20.02M	856.48K	+167.32%
Dec 31, 2025	VANGUARD GROUP INC	14.1%	2.67M	39.03M	1.68M	+170.49%
Dec 31, 2025	NORTHERN TRUST CORP	1.86%	352.61K	5.16M	194.01K	+122.32%
Dec 31, 2025	MECHANICS BANK TRUST DEPARTMENT	18.09%	3.42M	50.08M	3.42M	+100.00%
Dec 31, 2025	RHUMBLINE ADVISERS	0.25%	47.26K	691.39K	20.61K	+77.33%
Dec 31, 2025	XTX TOPCO LTD	0.26%	48.33K	707.05K	48.33K	+100.00%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.27%	50.27K	735.48K	-390.94K	-88.61%
Dec 31, 2025	PRECISION WEALTH STRATEGIES, LLC	0.24%	45.02K	658.61K	45.02K	+100.00%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.27%	50.99K	746K	18.35K	+56.21%
Dec 31, 2025	STIEVEN CAPITAL ADVISORS, L.P.	2.54%	480.24K	7.03M	-101.5K	-17.45%
Dec 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.07%	14.02K	205K	14.02K	+100.00%
Dec 31, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.07%	14.18K	207.4K	61	+0.43%
Dec 31, 2025	BURNS MATTESON CAPITAL MANAGEMENT, LLC	0.08%	15.44K	225.88K	440	+2.93%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.09%	17.59K	257.4K	17.59K	+100.00%
Dec 31, 2025	ARMISTICE CAPITAL, LLC	0.11%	20.61K	301.47K	20.61K	+100.00%
Dec 31, 2025	BLACKROCK, INC.	18.14%	3.43M	50.21M	2.18M	+174.64%
Dec 31, 2025	RMB CAPITAL MANAGEMENT, LLC	3.64%	689.63K	10.09M	-247.28K	-26.39%
Dec 31, 2025	JPMORGAN CHASE & CO	0.21%	39.62K	579.66K	30.75K	+346.69%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.29%	54.81K	801.9K	40.26K	+276.56%
Dec 31, 2025	NEO IVY CAPITAL MANAGEMENT	0.35%	66.95K	979.46K	66.95K	+100.00%
Dec 31, 2025	BARCLAYS PLC	0.4%	75.66K	1.11M	49.74K	+191.91%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.46%	87.32K	1.28M	87.32K	+100.00%
Dec 31, 2025	CALDWELL SUTTER CAPITAL, INC.	0.55%	103.22K	1.51M	0	0
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.29%	54.88K	717.29K	1.6K	+3.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	11.92K	155.82K	825	+7.43%
Jun 30, 2025	DEUTSCHE BANK AG\	0.06%	12.18K	159.13K	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.29%	433.83K	5.67M	8.47K	+1.99%
Jun 30, 2025	STATE STREET CORP	2.3%	434.44K	5.68M	-2.47K	-0.56%
Jun 30, 2025	SCULPTOR CAPITAL LP	2.71%	512.73K	6.7M	105.46K	+25.89%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.61%	683.81K	8.94M	4.19K	+0.62%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	4.03%	763.28K	9.98M	-4.77K	-0.62%
Jun 30, 2025	VANGUARD GROUP INC	5.14%	972.59K	12.71M	797	+0.08%
Jun 30, 2025	MENDON CAPITAL ADVISORS CORP	1.06%	200K	2.61M	0	0
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.09%	17.54K	230K	992	+5.99%
Jun 30, 2025	COVESTOR LTD	0.02%	4.48K	59K	0	0
Jun 30, 2025	POINT72 ASIA (SINGAPORE) PTE. LTD.	0.01%	2.43K	31.71K	-1.69K	-41.09%
Jun 30, 2025	HILLTOP NATIONAL BANK	0.01%	1.04K	13.59K	1.04K	+100.00%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	517	6.76K	201	+63.61%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0%	94	1.23M	0	0
Jun 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0%	87	1.14K	87	+100.00%
Jun 30, 2025	NUVEEN, LLC	0.33%	62.57K	817.82K	-15.25K	-19.60%
Jun 30, 2025	LPL FINANCIAL LLC	0.12%	22.49K	293.94K	22.49K	+100.00%
Jun 30, 2025	MALTESE CAPITAL MANAGEMENT LLC	5.81%	1.1M	14.38M	50K	+4.76%
Jun 30, 2025	D. E. SHAW & CO., INC.	2.22%	419.33K	5.48M	-72.44K	-14.73%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	10	131	0	0
Jun 30, 2025	QUEST PARTNERS LLC	0.05%	9.74K	127.29K	2.66K	+37.56%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	10.08K	131.68K	-903	-8.23%
Jun 30, 2025	FMR LLC	0.05%	10.31K	134.77M	138	+1.36%
Jun 30, 2025	ALGERT GLOBAL LLC	0.06%	12.27K	160K	0	0
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0%	0	-	-159.35K	-100.00%
Jun 30, 2025	JCSD CAPITAL, LLC	0.08%	16.05K	209.79K	16.05K	+100.00%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.1%	18.32K	239.48K	-15.92K	-46.49%
Jun 30, 2025	UBS GROUP AG	0.21%	40.05K	523.49K	-10.02K	-20.02%
Jun 30, 2025	INVESCO LTD.	0.34%	64.37K	841.26K	-18.55K	-22.37%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.36%	68.46K	894.75K	1.18K	+1.75%
Jun 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	2.48%	468.7K	6.13M	468.7K	+100.00%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.09%	17.5K	228.73K	0	0
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0%	0	-	-10.57K	-100.00%
Jun 30, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0%	0	-	-8.77K	-100.00%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	0	-	-4.15K	-100.00%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0%	0	-	-10.03K	-100.00%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0%	0	-	-13.33K	-100.00%
Jun 30, 2025	HENNESSY ADVISORS INC	0%	0	-	-105K	-100.00%
Jun 30, 2025	GRAHAM CAPITAL MANAGEMENT, L.P.	0%	0	-	-23.28K	-100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-11.5K	-100.00%
Jun 30, 2025	PDT PARTNERS, LLC	0%	0	-	-15.01K	-100.00%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0%	0	-	-53.21K	-100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	1.17%	222.23K	2.9M	26.08K	+13.30%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.07%	13.19K	172.39M	-76.67K	-85.32%
Jun 30, 2025		0.33%	62.57K	817.82K	-15.25K	-19.60%
Jun 30, 2025	ROYAL BANK OF CANADA	0.02%	3.71K	49K	-3.69K	-49.85%
Jun 30, 2025	ASSETMARK, INC	0.02%	3.46K	45.22K	0	0
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	2.65K	34.58M	-10.74K	-80.24%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	2K	26.17K	2K	+100.00%
Jun 30, 2025	GAMMA INVESTING LLC	0%	872	11.4K	-105	-10.75%
Jun 30, 2025	SKOPOS LABS, INC.	0%	441	5.76K	390	+764.71%
Jun 30, 2025	RED TORTOISE LLC	0%	281	3.67K	0	0
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0%	234	3K	-101	-30.15%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0%	162	2.04K	-145	-47.23%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	149	1.95K	149	+100.00%
Jun 30, 2025	FORTITUDE FAMILY OFFICE, LLC	0%	118	1.54K	-3	-2.48%
Jun 30, 2025	US BANCORP \DE\	0%	0	-	-2.15K	-100.00%
Jun 30, 2025	STRS OHIO	0%	0	-	-47.1K	-100.00%
Jun 30, 2025	MARSHALL WACE, LLP	0.63%	119.91K	1.57M	39.89K	+49.84%
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	1.06%	200K	2.61M	0	0
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.36%	257.43K	3.36M	-39.57K	-13.32%
Jun 30, 2025	MORGAN STANLEY	1.43%	270.31K	3.53M	-105.89K	-28.15%
Jun 30, 2025	BLACKROCK, INC.	6.85%	1.3M	16.94M	-67.26K	-4.93%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.96%	180.83K	2.36M	-690	-0.38%
Jun 30, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	1.02%	192.92K	2.52M	192.92K	+100.00%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	7.21%	1.36M	17.83M	182.86K	+15.48%
Jun 30, 2025	PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	8.17%	1.55M	20.2M	-280.47K	-15.36%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.08%	14.55K	190.12K	4.44K	+43.88%
Jun 30, 2025	SHAY CAPITAL LLC	0.11%	20.12K	262.96K	-5.09K	-20.20%
Jun 30, 2025	CCG WEALTH MANAGEMENT, LLC	0.91%	171.34K	2.24M	-897	-0.52%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	52.64K	688.01K	25.53K	+94.18%
Jun 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.3%	57K	744.99K	0	0
Jun 30, 2025	J. GOLDMAN & CO LP	0.65%	122.14K	1.6M	122.14K	+100.00%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.66%	124.1K	1.62M	-3.83K	-2.99%
Jun 30, 2025	NORTHERN TRUST CORP	0.82%	154.45K	2.02M	-4.83K	-3.03%
Jun 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	1.17%	220.7K	2.88M	31.67K	+16.76%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.34%	252.77K	3.3M	27.18K	+12.05%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.76%	333.47K	4.36M	85.01K	+34.21%
Jun 30, 2025	ACUITAS INVESTMENTS, LLC	2.03%	383.3K	5.01M	0	0
Jun 30, 2025	STIEVEN CAPITAL ADVISORS, L.P.	2.08%	393.53K	5.14M	93.53K	+31.18%
Jun 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.08%	14.21K	185.73K	1	+0.01%
Jun 30, 2025	JPMORGAN CHASE & CO	0.09%	17.05K	222.88K	-18.11K	-51.50%
Jun 30, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.14%	25.57K	334.23K	0	0
Jun 30, 2025	RHUMBLINE ADVISERS	0.15%	27.64K	361.18K	403	+1.48%
Jun 30, 2025	JANE STREET GROUP, LLC	0.15%	28.37K	370.82K	11.42K	+67.37%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.15%	29.22K	381.85K	239	+0.82%
Jun 30, 2025	BARCLAYS PLC	0.16%	30.78K	402K	12.39K	+67.42%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.84%	159.35K	1.87M	-77.39K	-32.69%
Mar 31, 2025	RMB CAPITAL MANAGEMENT, LLC	1.06%	200K	2.35M	-100K	-33.33%
Mar 31, 2025	CITADEL ADVISORS LLC	0.81%	153.52K	1.8M	81.51K	+113.18%
Mar 31, 2025	FOURTHSTONE LLC	0.6%	113.91K	1.34M	-64.09K	-36.01%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.15%	28.98K	348.01K	26	+0.09%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.13%	25.33K	297.32K	5.39K	+27.04%
Mar 31, 2025	PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	9.65%	1.83M	21.44M	-42.01K	-2.25%
Mar 31, 2025	BLACKROCK, INC.	7.21%	1.36M	16.01M	-13.27K	-0.96%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	6.24%	1.18M	13.87M	261.76K	+28.47%
Mar 31, 2025	MALTESE CAPITAL MANAGEMENT LLC	5.55%	1.05M	12.33M	-20.64K	-1.93%
Mar 31, 2025	VANGUARD GROUP INC	5.14%	971.79K	11.41M	2.52K	+0.26%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	4.06%	768.05K	9.02M	17.15K	+2.28%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.59%	679.62K	7.98M	47.62K	+7.53%
Mar 31, 2025	D. E. SHAW & CO., INC.	2.6%	491.77K	5.77M	63.19K	+14.74%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.25%	425.36K	4.99M	2.28K	+0.54%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.13%	23.9K	280.6K	-3.89K	-13.99%
Mar 31, 2025	GRAHAM CAPITAL MANAGEMENT, L.P.	0.12%	23.28K	273.31K	3.51K	+17.75%
Mar 31, 2025	INVESCO LTD.	0.44%	82.91K	973.39K	-14.41K	-14.80%
Mar 31, 2025	MARSHALL WACE, LLP	0.42%	80.02K	939.45K	38.36K	+92.07%
Mar 31, 2025		0.41%	77.83K	913.67K	77.83K	+100.00%
Mar 31, 2025	CALDWELL SUTTER CAPITAL, INC.	0.3%	57K	669.18K	-1K	-1.72%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.28%	53.29K	625.56K	-3.59K	-6.32%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.28%	53.21K	624.69K	-2.28K	-4.11%
Mar 31, 2025	UBS GROUP AG	0.26%	50.08K	587.89K	37.7K	+304.52%
Mar 31, 2025	SCULPTOR CAPITAL LP	2.15%	407.27K	4.78M	407.27K	+100.00%
Mar 31, 2025	ACUITAS INVESTMENTS, LLC	2.03%	383.3K	4.5M	46.99K	+13.97%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.19%	225.59K	2.65M	-2K	-0.88%
Mar 31, 2025	MENDON CAPITAL ADVISORS CORP	1.06%	200K	2.35M	-100K	-33.33%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	1.04%	196.15K	2.3M	-6.11K	-3.02%
Mar 31, 2025	HENNESSY ADVISORS INC	0.55%	105K	1.23M	35K	+50.00%
Mar 31, 2025	SHAY CAPITAL LLC	0.13%	25.21K	295.99K	7.15K	+39.57%
Mar 31, 2025	GATOR CAPITAL MANAGEMENT, LLC	1%	189.02K	2.22M	189.02K	+100.00%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.96%	181.52K	2.13M	113.81K	+168.08%
Mar 31, 2025	CCG WEALTH MANAGEMENT, LLC	0.91%	172.24K	2.02M	-57.21K	-24.93%
Mar 31, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.17%	32.15K	377K	32.15K	+100.00%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.31%	248.47K	2.92M	-33.68K	-11.94%
Mar 31, 2025	RHUMBLINE ADVISERS	0.14%	27.23K	319.7K	-2K	-6.83%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	27.11K	318.26K	-17.96K	-39.85%
Mar 31, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.14%	25.57K	300.22K	25.57K	+100.00%
Mar 31, 2025	STRS OHIO	0.25%	47.1K	552.95K	0	0
Mar 31, 2025	MORGAN STANLEY	1.99%	376.21K	4.42M	53.93K	+16.73%
Mar 31, 2025	STIEVEN CAPITAL ADVISORS, L.P.	1.59%	300K	3.52M	300K	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.19%	35.16K	412.78K	-33.66K	-48.91%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.18%	34.24K	402.02K	-7.91K	-18.77%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.47%	89.86K	1.05M	36.05K	+67.00%
Mar 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.36%	67.28K	789.88K	-4.23K	-5.92%
Mar 31, 2025	STATE STREET CORP	2.31%	436.9K	5.13M	1.97K	+0.45%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.57%	297K	3.49M	32.91K	+12.46%
Mar 31, 2025	NORTHERN TRUST CORP	0.84%	159.29K	1.87M	-2.98K	-1.84%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.68%	127.93K	1.5M	-48.02K	-27.29%
Mar 31, 2024	RHUMBLINE ADVISERS	0.15%	28.01K	421.59K	695	+2.54%
Mar 31, 2024	EMERALD ADVISERS, LLC	0.15%	28.59K	430.26K	28.59K	+100.00%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0.15%	29.01K	423.88M	37	+0.13%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.16%	30.79K	463.34K	-15.99K	-34.18%
Mar 31, 2024	PDT PARTNERS, LLC	0.2%	37.04K	557.5K	-1.36K	-3.55%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.36%	67.84K	1.02M	-4.4K	-6.09%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.21%	226.42K	3.41M	4.16K	+1.87%
Mar 31, 2024	CCG WEALTH MANAGEMENT, LLC	1.22%	229.78K	3.46M	52.14K	+29.35%
Mar 31, 2024	MARSHALL WACE, LLP	1.25%	234.52K	3.53M	204.76K	+688.08%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	1.32%	247.17K	3.72M	247.17K	+100.00%
Mar 31, 2024	CONGRESS ASSET MANAGEMENT CO /MA	1.39%	261.56K	3.94M	-23.95K	-8.39%
Mar 31, 2024	RMB CAPITAL MANAGEMENT, LLC	1.6%	300K	4.52M	300K	+100.00%
Mar 31, 2024	MENDON CAPITAL ADVISORS CORP	1.6%	300K	4.52M	300K	+100.00%
Mar 31, 2024	MORGAN STANLEY	1.65%	309.08K	4.65M	-164.99K	-34.80%
Mar 31, 2024	ENDEAVOUR CAPITAL ADVISORS INC	1.76%	330.67K	4.98M	330.67K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	2.4%	450.32K	6.78M	-81.65K	-15.35%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.52%	661.63K	9.96M	74.7K	+12.73%
Mar 31, 2024	MADISON AVENUE PARTNERS, LP	4.82%	905.02K	13.62M	905.02K	+100.00%
Mar 31, 2024	MALTESE CAPITAL MANAGEMENT LLC	5.71%	1.07M	16.13M	1.07M	+100.00%
Mar 31, 2024	PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	5.89%	1.11M	16.66M	1.11M	+100.00%
Mar 31, 2024	TETON ADVISORS, INC.	0.07%	12.6K	189.63K	0	0
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.07%	12.7K	191.14K	-58K	-82.04%
Mar 31, 2024	GROUP ONE TRADING, L.P.	0.07%	13.72K	206.41K	-1.65K	-10.74%
Mar 31, 2024	STRS OHIO	0.08%	14.2K	213K	14.2K	+100.00%
Mar 31, 2024	FMR LLC	0.1%	17.98K	270.63K	235	+1.32%
Mar 31, 2024	UBS GROUP AG	0.1%	18.1K	272.44K	-155	-0.85%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.25%	47.1K	709K	-35.2K	-42.77%
Mar 31, 2024	CENTERBOOK PARTNERS LP	0.29%	54.52K	820.53K	54.52K	+100.00%
Mar 31, 2024	CALDWELL SUTTER CAPITAL, INC.	0.32%	60K	903K	60K	+100.00%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.41%	77.6K	1.17M	-89.82K	-53.65%
Mar 31, 2024	EMERALD MUTUAL FUND ADVISERS TRUST	0.52%	96.95K	1.46M	56.39K	+139.03%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.54%	102.18K	1.54M	-99.1K	-49.24%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.62%	116.39K	1.75M	-7.69K	-6.20%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.66%	123.85K	1.86M	4.5K	+3.77%
Mar 31, 2024	HENNESSY ADVISORS INC	1.06%	200K	3.01M	-5K	-2.44%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	1.07%	200.69K	3.02M	165.9K	+476.87%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	1.13%	211.92K	3.19M	-232.81K	-52.35%
Mar 31, 2024	ACUITAS INVESTMENTS, LLC	1.77%	332.69K	5.01M	-9.95K	-2.91%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.13%	400.63K	6.03M	6.04K	+1.53%
Mar 31, 2024	STATE STREET CORP	2.19%	411.75K	6.2M	-5.21K	-1.25%
Mar 31, 2024	PETIOLE USA LTD	2.19%	411.8K	6.2M	411.8K	+100.00%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	3.26%	611.42K	9.2M	67.83K	+12.48%
Mar 31, 2024	BLACKROCK INC.	6.79%	1.28M	19.2M	-264.67K	-17.18%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.21%	38.82K	584.18K	-1.47K	-3.65%
Mar 31, 2024	STEPHENS INC /AR/	0.21%	40K	602K	0	0
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.23%	42.79K	644.04K	-87.6K	-67.18%
Mar 31, 2024	VANGUARD GROUP INC	5.21%	977.86K	14.72M	897	+0.09%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.68%	127.64K	1.92M	4.78K	+3.89%
Mar 31, 2024	INVESCO LTD.	0.85%	159.67K	2.4M	95.45K	+148.65%
Mar 31, 2024	NORTHERN TRUST CORP	0.9%	168.11K	2.53M	7.11K	+4.41%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.97%	181.92K	2.74M	-142.87K	-43.99%
Mar 31, 2024	CITIGROUP INC	0.02%	3.78K	56.84K	968	+34.46%
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0.02%	4.24K	63.81K	0	0
Mar 31, 2024	HARBOR CAPITAL ADVISORS, INC.	0.03%	5.94K	89K	5.94K	+100.00%
Mar 31, 2024	UMB BANK, N.A.	0.04%	7.5K	112.88K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.04%	7.51K	112.96K	822	+12.30%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.05%	8.93K	134.32K	-77	-0.86%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.05%	8.95K	135K	0	0
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.05%	9.18K	138.11K	-44.41K	-82.87%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	9.68K	145.73K	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	0.06%	11.3K	170.07K	1K	+9.71%
Mar 31, 2024	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.06%	11.65K	175.29K	1.22K	+11.71%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.1%	19.61K	295.19K	-56.38K	-74.19%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.13%	25K	376.25K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	27.3K	410.87K	-26.2K	-48.97%
Mar 31, 2024	JPMORGAN CHASE & CO	0.15%	27.37K	411.98K	12.77K	+87.45%
Dec 31, 2023	CCG WEALTH MANAGEMENT, LLC	0.94%	177.65K	1.83M	-52.14K	-22.69%
Dec 31, 2023		0.15%	28.98K	298.45K	3.02K	+11.62%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	1.07%	201.28K	2.07M	201.28K	+100.00%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	1.18%	222.27K	2.29M	21.74K	+10.84%
Dec 31, 2023	CONGRESS ASSET MANAGEMENT CO /MA	1.52%	285.5K	2.94M	157	+0.06%
Dec 31, 2023	D. E. SHAW & CO., INC.	1.73%	324.79K	3.35M	46.53K	+16.72%
Dec 31, 2023	ACUITAS INVESTMENTS, LLC	1.82%	342.64K	3.53M	158.46K	+86.03%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.1%	394.59K	4.06M	14.19K	+3.73%
Dec 31, 2023	STATE STREET CORP	2.22%	416.96K	4.29M	42.95K	+11.48%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	2.36%	444.73K	4.58M	65.74K	+17.35%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	2.44%	458.01K	4.72M	22.91K	+5.27%
Dec 31, 2023	MORGAN STANLEY	2.52%	474.07K	4.88M	-57.05K	-10.74%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	2.83%	531.97K	5.48M	39.16K	+7.95%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	2.89%	543.59K	5.6M	-19.04K	-3.38%
Dec 31, 2023	LSV ASSET MANAGEMENT	3.1%	582.59K	6M	-184.22K	-24.02%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.12%	586.93K	6.05M	127.97K	+27.88%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	3.69%	693.44K	7.14M	57.92K	+9.11%
Dec 31, 2023	VANGUARD GROUP INC	5.19%	976.96K	10.06M	30.77K	+3.25%
Dec 31, 2023	BLACKROCK INC.	8.19%	1.54M	15.87M	311.89K	+25.39%
Dec 31, 2023	FOURTHSTONE LLC	9.92%	1.87M	19.22M	256.28K	+15.92%
Dec 31, 2023	MARSHALL WACE, LLP	0.16%	29.76K	306.51K	-303.91K	-91.08%
Dec 31, 2023	FEDERATED HERMES, INC.	0.18%	32.97K	339.56K	-835	-2.47%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.18%	34.29K	353.17K	810	+2.42%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.19%	34.79K	358.34K	4.81K	+16.04%
Dec 31, 2023	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.19%	35.28K	363.37K	499	+1.43%
Dec 31, 2023	SEI INVESTMENTS CO	0.19%	36.31K	374K	5.3K	+17.09%
Dec 31, 2023	PDT PARTNERS, LLC	0.2%	38.41K	395.58K	-27.11K	-41.38%
Dec 31, 2023	STEPHENS INC /AR/	0.21%	40K	412K	40K	+100.00%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.21%	40.29K	414.97K	-72.35K	-64.23%
Dec 31, 2023	EMERALD MUTUAL FUND ADVISERS TRUST	0.22%	40.56K	417.78K	40.56K	+100.00%
Dec 31, 2023	GSA CAPITAL PARTNERS LLP	0.24%	44.75K	461K	44.75K	+100.00%
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.25%	46.78K	481.81K	0	0
Dec 31, 2023	WALLEYE CAPITAL LLC	0.27%	50.37K	518.79K	50.37K	+100.00%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.28%	53.59K	551.93K	13.31K	+33.06%
Dec 31, 2023	INVESCO LTD.	0.34%	64.21K	661.41K	5.33K	+9.05%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.38%	70.7K	728.21K	16K	+29.25%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.38%	72.24K	744.04K	-67.53K	-48.32%
Dec 31, 2023	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.4%	74.93K	771.73K	13.51K	+21.99%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.4%	75.99K	782.69K	23.1K	+43.67%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.44%	82.3K	848K	-1.8K	-2.14%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.45%	84.9K	874.49K	-10.87K	-11.35%
Dec 31, 2023	ZACKS INVESTMENT MANAGEMENT	0.54%	101.95K	1.05M	101.95K	+100.00%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.59%	110.7K	1.14M	16.79K	+17.88%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.63%	119.35K	1.23M	-287.06K	-70.63%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.64%	119.68K	1.23M	-64.34K	-34.96%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.65%	122.86K	1.27M	24.13K	+24.44%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.66%	124.08K	1.28M	5.56K	+4.69%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.69%	130.39K	1.34M	24.1K	+22.67%
Dec 31, 2023	NORTHERN TRUST CORP	0.86%	161K	1.66M	3.54K	+2.25%
Dec 31, 2023	TREXQUANT INVESTMENT LP	0.89%	167.42K	1.72M	69.38K	+70.77%
Dec 31, 2023	HENNESSY ADVISORS INC	1.09%	205K	2.11M	205K	+100.00%

Insiders

Insiders	Designation	Shares Held
PATTERSON MARK ROBERT	director	287K
SMITH DOUGLAS IRVINE		123.53K
ISEMAN JAY C	EVP - Chief Credit Officer	78.52K
VAN AMEN DARRELL	EVP, Chief Investment Officer	76.5K
EVANS GODFREY B	EVP - General Counsel	67.05K
BOGGS SCOTT M	director	30.78K
MICHEL JOHN	EVP, Chief Financial Officer	28.41K
TAYLOR PAMELA J	EVP - Human Resources Dir	24.3K
BENNION RICHARD W H	EVP - Res. Lending Director	22.64K
HARRELL JOANNE R	director	18.87K
ENDRESEN WILLIAM	EVP, Comm'l RE & Capital Pres.	18.42K
STRAUS DAVID H	Sr EVP, Comm'l Banking Dir.	15.48K
HARPER TROY	EVP, CIO & COO	14.41K
CAVANAUGH SANDRA A	director	10.09K
EDERER DAVID A	director	9.78K
RUH MARK R	EVP & CFO	6.62K
TOMPKINS SIDNEY CRAIG	director	5K
HAND ERIK D	EVP, Mortgage Lending Director	4.72K
MITCHELL JAMES R	director	3.5K
MASON MARK K	CEO, President	2.8K
INDIEK VICTOR H	director	2.67K
PELLEGRINO NANCY D	director	1K
GREEN JEFFREY D	director	700
VINCENT MARY L	EVP - Chief Risk Officer	0
LEMON PAULETTE	EVP - Retail Banking Director	0
PARR DAVID L	EVP, DIR. OF COMM'L BANKING	0
SCHULTZ EDWARD	EVP, Dir. of Comm'l Banking	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 18, 2024	VAN AMEN DARRELL	SALE	11.67	4.54K	52.99K	76.5K
Dec 18, 2024	PARR DAVID L	SALE	11.53	5.21K	60.1K	0
Dec 17, 2024	TOMPKINS SIDNEY CRAIG	PURCHASE	11.49	5K	57.46K	5K
Dec 17, 2024	HAND ERIK D	SALE	11.45	5K	57.25K	4.72K
Nov 27, 2024	HARRELL JOANNE R	PURCHASE	11.55	1.82K	21K	18.87K
Nov 26, 2024	HARRELL JOANNE R	PURCHASE	11.65	2.15K	25K	17.05K
Nov 26, 2024	EVANS GODFREY B	SALE	11.55	4.64K	53.55K	67.05K
Nov 21, 2024	MICHEL JOHN	SALE	11.26	8K	90.08K	28.41K
Aug 30, 2024	LEMON PAULETTE	SALE	15.59	2.4K	37.44K	0
Mar 15, 2024	HARRELL JOANNE R	PURCHASE	14.87	1.69K	25.05K	14.91K
May 12, 2023	MICHEL JOHN	PURCHASE	5.99	10K	59.88K	50K
May 05, 2023	PARR DAVID L	PURCHASE	6.41	1K	6.41K	4.03K
May 05, 2023	ENDRESEN WILLIAM	PURCHASE	6.21	1.5K	9.31K	18.42K
May 05, 2023	BOGGS SCOTT M	PURCHASE	6.33	1K	6.33K	30.78K
May 05, 2023	HAND ERIK D	PURCHASE	6.25	3.17K	19.79K	12.16K
May 04, 2023	HAND ERIK D	PURCHASE	5.04	5K	25.18K	8.99K
May 04, 2023	ENDRESEN WILLIAM	PURCHASE	5.82	2K	11.64K	16.92K
May 03, 2023	PATTERSON MARK ROBERT	PURCHASE	6.46	49.98K	323.06K	287K
May 02, 2023	PATTERSON MARK ROBERT	PURCHASE	6.67	20.02K	133.61K	237.02K
May 02, 2023	HARPER TROY	PURCHASE	7.84	2K	15.68K	14.41K
Dec 09, 2022	MASON MARK K	SALE	28.38	1.08K	30.51K	2.8K
Nov 03, 2022	BOGGS SCOTT M	PURCHASE	23.62	500	11.81K	28.67K
Nov 02, 2022	BOGGS SCOTT M	PURCHASE	23.52	500	11.76K	28.17K
Jun 14, 2022	PATTERSON MARK ROBERT	PURCHASE	34.90	5K	174.5K	212K
May 24, 2022	VAN AMEN DARRELL	PURCHASE	39.25	1K	39.25K	3K
May 24, 2022	MICHEL JOHN	PURCHASE	39.80	3K	119.4K	40K
May 13, 2022	PATTERSON MARK ROBERT	PURCHASE	38.58	7K	270.06K	192K
May 13, 2022	HARRELL JOANNE R	PURCHASE	39.66	757	30.02K	918
May 13, 2022	SMITH DOUGLAS IRVINE	PURCHASE	39.46	20K	789.19K	123.53K
Feb 10, 2022	ISEMAN JAY C	SALE	51.54	2.9K	149.66K	78.52K
Aug 03, 2021	PATTERSON MARK ROBERT	PURCHASE	37.50	2K	75K	165K
Aug 03, 2021	MICHEL JOHN	PURCHASE	37.75	8K	302K	37K
Aug 03, 2021	SMITH DOUGLAS IRVINE	PURCHASE	38.46	10.12K	389.1K	101.6K
May 05, 2021	MICHEL JOHN	PURCHASE	42.60	8.4K	357.84K	29K
Feb 26, 2021	CAVANAUGH SANDRA A	PURCHASE	43.48	1.73K	75K	10.09K
Feb 17, 2021	VAN AMEN DARRELL	SALE	41.98	9.46K	397.13K	68.15K
Feb 12, 2021	VAN AMEN DARRELL	SALE	41.31	2.29K	94.43K	1
Feb 03, 2021	EVANS GODFREY B	SALE	38.34	14K	536.76K	63.06K
Jan 29, 2021	GREEN JEFFREY D	PURCHASE	36.20	220	7.96K	700
Dec 14, 2020	GREEN JEFFREY D	PURCHASE	33.00	1K	33K	3.57K
Nov 09, 2020	GREEN JEFFREY D	PURCHASE	33.00	1.79K	59K	2.57K
Nov 04, 2020	MICHEL JOHN	PURCHASE	31.05	400	12.42K	400
Nov 04, 2020	GREEN JEFFREY D	PURCHASE	31.72	219	6.95K	480
Oct 29, 2020	PATTERSON MARK ROBERT	PURCHASE	29.79	20K	595.8K	163K
Sep 14, 2020	PATTERSON MARK ROBERT	PURCHASE	26.85	6.16K	165.48K	143K
Sep 11, 2020	PATTERSON MARK ROBERT	PURCHASE	26.85	8.84K	237.27K	136.84K
Aug 27, 2020	PELLEGRINO NANCY D	PURCHASE	27.71	1K	27.71K	1K
Aug 03, 2020	GREEN JEFFREY D	PURCHASE	27.25	261	7.11K	261
Jul 31, 2020	PATTERSON MARK ROBERT	PURCHASE	25.63	13K	333.19K	128K
Jun 15, 2020	PATTERSON MARK ROBERT	PURCHASE	23.05	5K	115.25K	13.25K
Jun 05, 2020	EVANS GODFREY B	SALE	26.66	2.32K	61.88K	46.13K
May 07, 2020	PATTERSON MARK ROBERT	PURCHASE	22.96	3.42K	78.62K	105K
May 06, 2020	EDERER DAVID A	PURCHASE	22.50	2.78K	62.57K	9.78K
May 06, 2020	PATTERSON MARK ROBERT	PURCHASE	22.79	4.32K	98.54K	101.58K
May 05, 2020	PATTERSON MARK ROBERT	PURCHASE	22.96	2.25K	51.71K	97.25K
Apr 30, 2020	EVANS GODFREY B	SALE	26.25	679	17.82K	48.45K
Mar 13, 2020	EDERER DAVID A	PURCHASE	22.50	100	2.25K	600
Mar 13, 2020	ENDRESEN WILLIAM	PURCHASE	22.40	700	15.68K	3.97K
Mar 12, 2020	HARPER TROY	PURCHASE	21.59	200	4.32K	4.17K
Mar 11, 2020	BOGGS SCOTT M	PURCHASE	23.57	400	9.43K	23.92K
Mar 11, 2020	EDERER DAVID A	PURCHASE	23.44	24	562.56	500
Mar 10, 2020	PATTERSON MARK ROBERT	PURCHASE	23.18	5K	115.9K	7.78K
Mar 10, 2020	SMITH DOUGLAS IRVINE	PURCHASE	23.25	7.5K	174.38K	86.84K
Mar 10, 2020	EDERER DAVID A	PURCHASE	24.25	476	11.54K	476
Feb 06, 2020	MITCHELL JAMES R	PURCHASE	31.91	3.5K	111.69K	3.5K
Nov 05, 2019	INDIEK VICTOR H	SALE	31.28	3.27K	102.33K	2.67K
Jul 25, 2019	EVANS GODFREY B	PURCHASE	28.48	1K	28.48K	46.43K
Jun 12, 2019	VAN AMEN DARRELL	PURCHASE	30.75	2K	61.5K	2K
May 10, 2019	RUH MARK R	PURCHASE	28.37	2K	56.74K	6.62K
May 08, 2019	CAVANAUGH SANDRA A	PURCHASE	28.67	5K	143.35K	6.11K
Aug 28, 2018	VINCENT MARY L	SALE	29.57	8.46K	250.16K	0
Jul 27, 2018	SCHULTZ EDWARD	SALE	29.48	11.64K	343.24K	0
Apr 27, 2018	ENDRESEN WILLIAM	SALE	25.55	4.25K	108.59K	213
Apr 27, 2018	MASON MARK K	PURCHASE	25.59	200	5.12K	200
Apr 26, 2018	BOGGS SCOTT M	PURCHASE	26.05	1.5K	39.08K	20.87K
Apr 26, 2018	STRAUS DAVID H	PURCHASE	25.88	1.2K	31.06K	15.48K
Apr 26, 2018	EDERER DAVID A	PURCHASE	26.80	100	2.68K	36.51K
Apr 26, 2018	SMITH DOUGLAS IRVINE	PURCHASE	25.78	5K	128.88K	73.68K
Apr 26, 2018	PATTERSON MARK ROBERT	PURCHASE	25.90	5K	129.5K	95K
Apr 26, 2018	INDIEK VICTOR H	PURCHASE	25.70	1K	25.7K	4.45K
Mar 23, 2018	BENNION RICHARD W H	SALE	28.52	168	4.79K	22.64K
Mar 23, 2018	EVANS GODFREY B	SALE	28.52	605	17.25K	42.68K
Mar 23, 2018	TAYLOR PAMELA J	SALE	28.52	185	5.28K	24.3K
Mar 23, 2018	ISEMAN JAY C	SALE	28.52	409	11.66K	46.91K
Mar 23, 2018	VINCENT MARY L	SALE	28.52	196	5.59K	14.12K
Mar 23, 2018	MASON MARK K	SALE	28.52	2.21K	62.96K	136.58K
Mar 23, 2018	ENDRESEN WILLIAM	SALE	28.52	503	14.34K	4.46K
Mar 14, 2018	MASON MARK K	SALE	30.50	1.49K	45.29K	138.79K
Mar 14, 2018	ISEMAN JAY C	SALE	30.45	445	13.55K	47.32K
Mar 14, 2018	EVANS GODFREY B	SALE	30.50	726	22.15K	43.29K
Mar 12, 2018	VINCENT MARY L	SALE	30.85	1K	30.85K	13.59K
Mar 05, 2018	ENDRESEN WILLIAM	SALE	29.50	216	6.37K	3.08K
Feb 01, 2018	MASON MARK K	SALE	29.53	6.93K	204.76K	131.29K
Feb 01, 2018	BENNION RICHARD W H	SALE	29.80	275	8.2K	22.18K
Feb 01, 2018	ENDRESEN WILLIAM	SALE	29.65	520	15.42K	2.27K
Feb 01, 2018	ISEMAN JAY C	SALE	29.75	793	23.59K	44.35K
Feb 01, 2018	TAYLOR PAMELA J	SALE	29.75	500	14.88K	23.78K
Feb 01, 2018	EVANS GODFREY B	SALE	29.66	965	28.62K	40.41K
Feb 01, 2018	VINCENT MARY L	SALE	29.30	320	9.38K	14.59K
Feb 01, 2018	RUH MARK R	SALE	29.86	241	7.2K	2.32K

HMST Stock Ownership Breakdown

HomeStreet

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions