How many institutions own HRB 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 HRB shares is 748, representing 95.17% of the company's common stock.

Who are the major shareholders selling H&R Block, Inc. stock?

STATE STREET CORP, in the last quarter, reduced its stake in HRB by -1.43% restricting it's holding to 4.16 million shares of worth nearly $212.14M. LEGAL & GENERAL GROUP PLC also lessened -8.19% of the HRB shares from its portfolio, reducing its holding to 263.07 thousand shares of worth $13.30M. VOLORIDGE INVESTMENT MANAGEMENT, LLC also shunned HRB shares holding by -67.01% last quarter which brought its holding to 284.91 thousand shares worth $14.41M.

Investors who are buying HRB stock?

As per its latest 13F filing, FEDERATED HERMES, INC. increased its stake in HRB by 6.45% in the last quarter. The institutional holder raised its holding to 227.8 thousand shares having worth more than $11.52M. SWISS NATIONAL BANK also added 1.49% more shares of HRB to its portfolio, raising its holding to 259.5 thousand shares of worth $13.12M. WOODLINE PARTNERS LP also increased its HRB shares holding by 100% which brought its holding to 260.53 thousand shares worth $13.18M.

HRB's major insiders: who are they?

The insider with the most stakes in HRB is Breeden Richard C , director at the company. Additionally, HRB stock is highly held by President & CEO Jones Jeffrey J II and President and CEO COBB WILLIAM C among others.

Did an insider recently sell HRB stock?

Company executives, directors, and other insiders own 1.26% percent of H&R Block, Inc.'s stock. Within the last six months, there have been 2 transaction(s) in which HRB insiders have sold stock, totaling 305.27K shares. Insiders that have sold shares include JONES JEFFREY J II, LOGERWELL KELLIE J, and REDLER DARA S.

Which insider recently purchased HRB stock?

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

How much of HRB does insiders own?

Around 1.77M H&R Block, Inc. shares are held by insiders, which represents about 1.26% of HRB stock.

Who is the insider with the largest stake?

HRB director, Breeden Richard C holds the largest portfolio of the company's shares. HRB shares owned by Breeden total nearly 13.29 million.

Which institution holds the most shares in HRB?

STATE STREET CORP is the largest institutional owner in HRB which holds 4.16 million shares worth $212.14M or 3.11% of the total HRB shares outstanding followed by FEDERATED HERMES, INC. with ownership of 227.8 thousand shares representing 0.17% of the HRB ownership. SWISS NATIONAL BANK is the third largest stakeholder with 259.5 thousand shares or 0.19% of the ownership worth more than $13.12M.

Is H&R Block, 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 HRB is concerned, it is a stock which is optionable.

Is there a short position on HRB's shares?

Number of HRB shares short is 10.24M. 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 HRB shares are there?

As of today, 133.95M shares of HRB are outstanding.

Is there many float in HRB 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, HRB has 132.58M shares in float.

HRB 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 HRB is 7.01.

H&R Block (HRB) 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 Shares7.64

Short Percent Of Float12.93

Shares Outstanding133.95M

Shares Float132.58M

Shares Short10.24M

Short Ratio7.01

12.93%

Short % of Float

7.64%

Short % of Shares Outstanding

Market Insider

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

Major Holders Summary

1.26% Percentage of Shares held by All Insiders

95.17% Percentage of Shares held by All Institutions

96.38% Percentage of Float held by Institutions

748

Number of Institutions Holding Shares

Institutional Ownership

About 95.17% of HRB shares are held by financial institutions. STATE STREET CORP is the top corporate investor, holding 4.16M shares valued at $212.14M. A 3.11% stake in H&R Block, Inc. is owned by the company. FEDERATED HERMES, INC. owns 227.8K shares valued at $11.52M, which translates its holding of 0.17% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	STATE STREET CORP	3.11%	4.16M	212.14M	-60.39K	-1.43%
Sep 30, 2025	FEDERATED HERMES, INC.	0.17%	227.8K	11.52M	13.8K	+6.45%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	259.5K	13.12M	3.8K	+1.49%
Sep 30, 2025	WOODLINE PARTNERS LP	0.19%	260.53K	13.18M	260.53K	+100.00%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.2%	263.07K	13.3M	-23.47K	-8.19%
Sep 30, 2025	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.2%	267.47K	13.53M	169.56K	+173.19%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.21%	284.91K	14.41M	-578.75K	-67.01%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.22%	297.29K	15.03M	-6.62K	-2.18%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.22%	300.96K	15.22M	-48.67K	-13.92%
Sep 30, 2025	ENGINEERS GATE MANAGER LP	0.24%	316.49K	16.01M	205.16K	+184.28%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.24%	326.1K	16.49M	125.3K	+62.40%
Sep 30, 2025	SWEDBANK AB	0.26%	346.15K	17.5M	0	0
Sep 30, 2025	PREVATT CAPITAL LTD	0.26%	350K	17.7M	-110K	-23.91%
Sep 30, 2025	RHUMBLINE ADVISERS	0.29%	386.79K	19.56M	-11.04K	-2.77%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.29%	392.98K	19.87M	-39.93K	-9.22%
Sep 30, 2025	ALPS ADVISORS INC	0.31%	411.45K	20.81M	101.03K	+32.54%
Sep 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.45%	606.26K	30.66M	-26.56K	-4.20%
Sep 30, 2025	JPMORGAN CHASE & CO	0.49%	649.83K	32.86M	-89.29K	-12.08%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.56%	749.3K	37.89M	577.2K	+335.39%
Sep 30, 2025	BARCLAYS PLC	0.57%	758.97K	38.38M	261.66K	+52.62%
Sep 30, 2025	CITADEL ADVISORS LLC	1.04%	1.4M	70.6M	-438.24K	-23.89%
Sep 30, 2025	SEI INVESTMENTS CO	0.32%	432.27K	21.86M	28.39K	+7.03%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.73%	2.32M	117.14M	56.15K	+2.48%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.7%	938.54K	47.46M	197.15K	+26.59%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.07%	1.43M	72.39M	-199.51K	-12.23%
Sep 30, 2025	LSV ASSET MANAGEMENT	1.1%	1.48M	74.77M	-130.73K	-8.12%
Sep 30, 2025	ROYAL BANK OF CANADA	1.19%	1.6M	80.68M	92.29K	+6.14%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.22%	1.64M	82.7M	-535	-0.03%
Sep 30, 2025	MORGAN STANLEY	1.37%	1.83M	92.48M	-225.76K	-10.99%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.49%	1.99M	100.65M	391.71K	+24.50%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.11%	144.12K	7.29M	-529	-0.37%
Sep 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.11%	150.3K	7.6M	143.59K	+2,138.92%
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.12%	154.58K	7.82M	33.51K	+27.68%
Sep 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.12%	154.8K	7.75M	0	0
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.12%	155.8K	7.88M	-14.37K	-8.45%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.12%	160.23K	8.1M	-217.53K	-57.58%
Sep 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.12%	161.87K	8.19M	-219.15K	-57.52%
Sep 30, 2025	TECTONIC ADVISORS LLC	0.13%	169.75K	8.58M	25.71K	+17.85%
Sep 30, 2025	MIDWEST TRUST CO	0.13%	173.77K	8.79M	-2.55K	-1.45%
Sep 30, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.14%	185.6K	10.19M	0	0
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.14%	193.26K	9.77M	187.7K	+3,375.94%
Sep 30, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.15%	197.62K	9.99M	-2.44K	-1.22%
Sep 30, 2025	ROYCE & ASSOCIATES LP	0.16%	214.56K	10.85M	135.1K	+170.03%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.62%	834.35K	42.19M	-300.25K	-26.46%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.78%	1.04M	52.55M	-711.64K	-40.65%
Sep 30, 2025	INVESCO LTD.	0.33%	445.33K	22.52M	61.6K	+16.05%
Sep 30, 2025	PACER ADVISORS, INC.	0.42%	559.39K	28.29M	-104.12K	-15.69%
Sep 30, 2025	UBS GROUP AG	0.59%	784.2K	39.66M	27.65K	+3.66%
Sep 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	3.06%	4.09M	207.03M	-338.76K	-7.64%
Sep 30, 2025	MILLER HOWARD INVESTMENTS INC /NY	0.42%	560.07K	28.32M	-1.15K	-0.21%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.49%	657.42K	33.25M	53.54K	+8.87%
Sep 30, 2025	NUVEEN, LLC	0.52%	692.95K	35.04M	180.18K	+35.14%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.63%	843.38K	42.66M	-110.82K	-11.61%
Sep 30, 2025	BOSTON TRUST WALDEN CORP	0.64%	857.1K	43.34M	-7.76K	-0.90%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.64%	862.87K	43.64M	-685.67K	-44.28%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.8%	1.07M	53.95M	80.26K	+8.13%
Sep 30, 2025	MARSHALL WACE, LLP	0.89%	1.2M	60.61M	106.93K	+9.80%
Sep 30, 2025	VANGUARD GROUP INC	10.2%	13.66M	690.77M	-182.8K	-1.32%
Sep 30, 2025	FMR LLC	10.74%	14.38M	727.35M	532.98K	+3.85%
Sep 30, 2025	BLACKROCK, INC.	12.15%	16.27M	822.67M	139.54K	+0.87%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.94%	2.59M	130.96M	976.07K	+60.35%
Sep 30, 2025	NORTHERN TRUST CORP	2.05%	2.75M	139.09M	269.58K	+10.87%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.21%	2.96M	149.88M	113.69K	+3.99%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	2.4%	3.21M	162.49M	26.71K	+0.84%
Sep 30, 2025	BOSTON PARTNERS	2.9%	3.89M	196.54M	652.69K	+20.18%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.67%	896.22K	45.32M	-115.86K	-11.45%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.72%	2.3M	116.53M	51.72K	+2.30%
Sep 30, 2025	FRANKLIN RESOURCES INC	1.82%	2.44M	13.87M	2.31M	+1,858.29%
Jun 30, 2025	ROYCE & ASSOCIATES LP	0.06%	79.46K	4.36M	-63.3K	-44.34%
Jun 30, 2025	BARCLAYS PLC	0.37%	497.31K	27.3M	384.78K	+341.94%
Jun 30, 2025	LIONTRUST INVESTMENT PARTNERS LLP	0.2%	276.78K	15.19M	-43.99K	-13.71%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.15%	200.8K	11.02M	199.1K	+11,711.76%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.08%	111.33K	6.11M	40.72K	+57.67%
Jun 30, 2025	TWINBEECH CAPITAL LP	0.08%	108.59K	5.96M	108.59K	+100.00%
Jun 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.08%	108.5K	5.96M	-189K	-63.53%
Jun 30, 2025	MACKENZIE FINANCIAL CORP	0.08%	106.99K	5.87M	80.44K	+302.88%
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.7%	954.2K	52.62M	-56.25K	-5.57%
Jun 30, 2025	UBS GROUP AG	0.56%	756.55K	41.53M	16.99K	+2.30%
Jun 30, 2025	PACER ADVISORS, INC.	0.49%	663.51K	36.42M	-371.9K	-35.92%
Jun 30, 2025	VANGUARD GROUP INC	10.21%	13.84M	759.82M	-326.41K	-2.30%
Jun 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	3.27%	4.43M	243.31M	-193.5K	-4.18%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.1%	2.85M	156.44M	150.18K	+5.56%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.66%	2.25M	123.64M	110.54K	+5.16%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.18%	1.6M	87.75M	83.1K	+5.48%
Jun 30, 2025	ROYAL BANK OF CANADA	1.11%	1.5M	82.51M	258.25K	+20.75%
Jun 30, 2025	STATE STREET CORP	3.11%	4.22M	233.32M	-255.82K	-5.71%
Jun 30, 2025	BOSTON PARTNERS	2.39%	3.23M	177.5M	-534.06K	-14.17%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.67%	2.26M	124.06M	-22.2K	-0.97%
Jun 30, 2025	NORGES BANK	1.31%	1.78M	97.83M	1.78M	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.2%	1.63M	89.52M	-26.24K	-1.58%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.6%	813.9K	44.67M	46.53K	+6.06%
Jun 30, 2025	JPMORGAN CHASE & CO	0.55%	739.13K	40.57M	-204.28K	-21.65%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.45%	615.83K	33.8M	-87.85K	-12.48%
Jun 30, 2025	JANE STREET GROUP, LLC	0.34%	456.92K	25.08M	-191.16K	-29.50%
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.32%	432.91K	23.76M	-91.85K	-17.50%
Jun 30, 2025	SEI INVESTMENTS CO	0.3%	403.88K	22.17M	23.5K	+6.18%
Jun 30, 2025	RHUMBLINE ADVISERS	0.29%	397.83K	21.84M	-8.29K	-2.04%
Jun 30, 2025	ALPS ADVISORS INC	0.23%	310.43K	17.04M	-2.89K	-0.92%
Jun 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.07%	94.84K	5.21M	-24.81K	-20.74%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.07%	94.2K	5.17M	90.15K	+2,225.85%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.07%	92.74K	5.09M	47.89K	+106.77%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.07%	90.64K	4.97M	71.32K	+369.15%
Jun 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.07%	89.89K	4.93M	66.98K	+292.30%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.07%	89.77K	4.93M	-22.34K	-19.93%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.07%	88.58K	4.86M	-5.77K	-6.12%
Jun 30, 2025	AMUNDI	0.06%	87.71K	4.9M	913	+1.05%
Jun 30, 2025	REDWOOD INVESTMENT MANAGEMENT, LLC	0.06%	87.45K	4.8M	-5.21K	-5.62%
Jun 30, 2025	BLUE WHALE CAPITAL LLP	0.06%	86.99K	4.77M	-473.92K	-84.49%
Jun 30, 2025	ILLINOIS MUNICIPAL RETIREMENT FUND	0.06%	86.74K	4.76M	31.49K	+57.00%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.06%	82.52K	4.53M	74.94K	+988.07%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.06%	78.84K	4.33M	-6.21K	-7.30%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	2.35%	3.19M	174.9M	-543.84K	-14.58%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	1.29%	1.75M	96.1M	312.78K	+21.75%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.19%	1.62M	88.51B	-171.82K	-9.60%
Jun 30, 2025	LSV ASSET MANAGEMENT	1.19%	1.61M	88.33M	-58.37K	-3.50%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.84%	1.13M	62.28B	172.58K	+17.94%
Jun 30, 2025	MAN GROUP PLC	0.27%	359.46K	19.73M	-134.04K	-27.16%
Jun 30, 2025	SWEDBANK AB	0.26%	346.15K	19M	60.77K	+21.29%
Jun 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0.23%	309.53K	16.99M	-871	-0.28%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.19%	259.45K	14.24M	210.04K	+425.11%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.17%	224.37K	12.32M	213.58K	+1,979.03%
Jun 30, 2025	IBEX WEALTH ADVISORS	0.15%	201.33K	11.05M	6.44K	+3.30%
Jun 30, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.15%	200.06K	10.98M	89.12K	+80.33%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.14%	186.69K	10.25B	-3.42K	-1.80%
Jun 30, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.14%	185.6K	10.19M	-21.05K	-10.18%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	176.2K	9.67M	-25.23K	-12.52%
Jun 30, 2025		0.38%	512.76K	28.15M	-315.63K	-38.10%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.12%	166.18K	9.12M	-449	-0.27%
Jun 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.11%	154.8K	8.4M	0	0
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.11%	149.9K	8.23M	149.9K	+100.00%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.11%	147.83K	8.11M	-1.14M	-88.51%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.11%	144.65K	7.94M	26.26K	+22.18%
Jun 30, 2025	TECTONIC ADVISORS LLC	0.11%	144.05K	7.91M	11.52K	+8.70%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	128.3K	7.04B	-403	-0.31%
Jun 30, 2025	RUFFER LLP	0.09%	125.6K	6.89M	26.98K	+27.35%
Jun 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.09%	121.07K	6.65M	-5.42K	-4.28%
Jun 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.09%	116.02K	6.3M	-1.3K	-1.11%
Jun 30, 2025	NORTHERN TRUST CORP	1.83%	2.48M	136.17M	-127.66K	-4.89%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.21%	1.64M	89.8M	-52.77K	-3.12%
Jun 30, 2025	MARSHALL WACE, LLP	0.81%	1.09M	59.92M	215.47K	+24.59%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.75%	1.01M	55.55M	-205.73K	-16.89%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.73%	986.6K	54.16M	9.8K	+1.00%
Jun 30, 2025	BOSTON TRUST WALDEN CORP	0.64%	864.85K	47.47M	129.09K	+17.55%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.64%	863.65K	47.41M	255.9K	+42.11%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.55%	741.39K	40.69M	84.97K	+12.94%
Jun 30, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.54%	738K	40.51M	-44.95K	-5.74%
Jun 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.47%	632.82K	34.74M	108.38K	+20.66%
Jun 30, 2025	PREVATT CAPITAL LTD	0.34%	460K	25.25M	0	0
Jun 30, 2025	INVESCO LTD.	0.28%	383.73K	21.06M	-35.27K	-8.42%
Jun 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.28%	381.02K	20.91M	722	+0.19%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.26%	349.63K	19.19M	40.24K	+13.00%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0.26%	349.28K	19.17M	272.12K	+352.69%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.45%	603.88K	33.15M	-20.11K	-3.22%
Jun 30, 2025	MILLER HOWARD INVESTMENTS INC /NY	0.41%	561.22K	30.81M	7.06K	+1.27%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.28%	377.76K	20.72M	377.76K	+100.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.25%	342.86K	18.82M	-685.12K	-66.65%
Jun 30, 2025	RODGERS BROTHERS INC.	0.07%	99.9K	5.48M	-10K	-9.10%
Jun 30, 2025	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.07%	97.9K	5.37M	-175.22K	-64.15%
Jun 30, 2025	CERITY PARTNERS LLC	0.07%	95.91K	5.26M	470	+0.49%
Jun 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.07%	95K	5.21M	0	0
Jun 30, 2025	FMR LLC	10.22%	13.85M	760.23M	-844.79K	-5.75%
Jun 30, 2025	CRAWFORD INVESTMENT COUNSEL INC	0.07%	101K	5.54M	-2.67K	-2.58%
Jun 30, 2025	BLACKROCK, INC.	11.9%	16.13M	885.29M	205.49K	+1.29%
Jun 30, 2025	MORGAN STANLEY	1.52%	2.05M	112.78B	-95.43K	-4.44%
Jun 30, 2025	CITADEL ADVISORS LLC	1.35%	1.83M	100.69B	1.2M	+187.13%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.14%	1.55M	85B	700.01K	+82.50%
Jun 30, 2025	NUVEEN, LLC	0.38%	512.76K	28.15M	-315.63K	-38.10%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.39%	524.77K	28.81M	-20.88K	-3.83%
Mar 31, 2025	BRIDGEWATER ASSOCIATES, LP	0.39%	524.44K	28.8M	83.97K	+19.06%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.71%	962.02K	52.82M	735.74K	+325.15%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.52%	703.67K	38.64M	105.97K	+17.73%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.48%	656.41K	36.04M	266.46K	+68.33%
Mar 31, 2025	JANE STREET GROUP, LLC	0.48%	648.07K	35.59M	505.71K	+355.24%
Mar 31, 2025	CITADEL ADVISORS LLC	0.47%	638.89K	35.08M	132.25K	+26.10%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.76%	1.03M	56.45M	896.83K	+683.81%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.72%	976.8K	53.64M	9.43K	+0.97%
Mar 31, 2025	JPMORGAN CHASE & CO	0.7%	943.41K	51.8M	298.99K	+46.40%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.65%	876.38K	48.12M	54K	+6.57%
Mar 31, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.58%	782.95K	42.99M	-101.77K	-11.50%
Mar 31, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.55%	744.12K	40.86M	-20.2K	-2.64%
Mar 31, 2025	UBS GROUP AG	0.55%	739.56K	40.61M	-83.94K	-10.19%
Mar 31, 2025	BOSTON TRUST WALDEN CORP	0.54%	735.76K	40.4M	252.19K	+52.15%
Mar 31, 2025		0.61%	828.4K	7.65M	828.4K	+100.00%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.46%	624K	34.26M	15.26K	+2.51%
Mar 31, 2025	NEW VERNON CAPITAL HOLDINGS II LLC	0.46%	621.25K	11.31M	609.94K	+5,391.00%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.22%	1.66M	91M	-27.55K	-1.64%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.12%	1.52M	83.22M	-535.13K	-26.10%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	1.06%	1.44M	78.96M	229.88K	+19.03%
Mar 31, 2025	ROYAL BANK OF CANADA	0.92%	1.24M	68.36M	10.67K	+0.86%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.63%	848.53K	46.59M	112.13K	+15.23%
Mar 31, 2025	BLUE WHALE CAPITAL LLP	0.41%	560.91K	30.8M	71.22K	+14.54%
Mar 31, 2025	MAN GROUP PLC	0.36%	493.5K	27.1M	420.88K	+579.58%
Mar 31, 2025	HRT FINANCIAL LP	0.36%	482.94K	26.52M	482.94K	+100.00%
Mar 31, 2025	PREVATT CAPITAL LTD	0.34%	460K	25.26M	0	0
Mar 31, 2025	TRUIST FINANCIAL CORP	0.57%	767.37K	42.14M	91.08K	+13.47%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.95%	1.29M	70.66M	1.28M	+25,892.65%
Mar 31, 2025	MARSHALL WACE, LLP	0.65%	876.15K	48.11M	876.15K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	11.75%	15.92M	874.33M	-517.63K	-3.15%
Mar 31, 2025	FMR LLC	10.84%	14.69M	806.89M	285.83K	+1.98%
Mar 31, 2025	NORTHERN TRUST CORP	1.92%	2.61M	143.23M	263.27K	+11.23%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.68%	2.28M	125.32M	-52.9K	-2.27%
Mar 31, 2025	MORGAN STANLEY	1.59%	2.15M	118.06M	-21.35K	-0.98%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.58%	2.14M	117.62M	119.51K	+5.91%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.32%	1.79M	97.36M	-461.02K	-20.49%
Mar 31, 2025	VANGUARD GROUP INC	10.45%	14.17M	778.02M	-84.29K	-0.59%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.25%	1.69M	92.73M	-3.53M	-67.65%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.45%	607.75K	33.37M	607.75K	+100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.99%	2.7M	148.27M	98.7K	+3.80%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	3.41%	4.63M	254.02M	-75.73K	-1.61%
Mar 31, 2025	STATE STREET CORP	3.3%	4.48M	247.52M	-117.58K	-2.56%
Mar 31, 2025	BOSTON PARTNERS	2.78%	3.77M	206.95M	-732.64K	-16.28%
Mar 31, 2025	LAZARD ASSET MANAGEMENT LLC	2.75%	3.73M	204.83M	1.15M	+44.30%
Mar 31, 2025	LSV ASSET MANAGEMENT	1.23%	1.67M	91.57M	209.02K	+14.33%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.9%	1.22M	66.87M	302.93K	+33.11%
Mar 31, 2025	PACER ADVISORS, INC.	0.76%	1.04M	56.85M	-1.7M	-62.15%
Mar 31, 2025	NEWEDGE WEALTH, LLC	0.75%	1.01M	55.48M	-85.27K	-7.78%
Mar 31, 2025	MILLER HOWARD INVESTMENTS INC /NY	0.41%	554.16K	30.43M	554.16K	+100.00%
Mar 31, 2024	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.11%	159.87K	7.85M	-18.66K	-10.45%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.11%	159.85K	7.85M	8.13K	+5.36%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.41%	594.73K	29.21M	43.57K	+7.91%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.42%	621.21K	30.51M	-417.4K	-40.19%
Mar 31, 2024	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.52%	719.37K	35.33M	275.69K	+62.14%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.53%	776.92K	38.15M	-317.87K	-29.03%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.59%	817.62K	40.15M	35.33K	+4.52%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.6%	837.21K	41.12M	813.88K	+3,489.01%
Mar 31, 2024	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.62%	869.21K	42.69M	421.19K	+94.01%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.3%	1.81M	88.74M	38.22K	+2.16%
Mar 31, 2024	BLUE WHALE CAPITAL LLP	0.47%	650K	31.92M	245K	+60.49%
Mar 31, 2024	JPMORGAN CHASE & CO	0.46%	669.26K	32.87M	59.47K	+9.75%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.45%	658.51K	32.34M	278.59K	+73.33%
Mar 31, 2024	RETIREMENT SYSTEMS OF ALABAMA	0.26%	358.83K	17.62M	-5.06K	-1.39%
Mar 31, 2024	BRIDGEWATER ASSOCIATES, LP	0.25%	345.71K	16.98M	-35.32K	-9.27%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.23%	331.64K	16.29M	-11.47K	-3.34%
Mar 31, 2024	SEI INVESTMENTS CO	0.21%	307.01K	15.08M	101.74K	+49.56%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.21%	295.1K	14.49M	-25.86K	-8.06%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.68%	2.46M	120.84M	-9.07K	-0.37%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	2.31%	3.37M	165.68M	173.59K	+5.42%
Mar 31, 2024	FMR LLC	14.21%	20.79M	1.02B	-797.62K	-3.69%
Mar 31, 2024	BLACKROCK INC.	11.37%	16.63M	816.76M	-1.25M	-7.00%
Mar 31, 2024	VANGUARD GROUP INC	9.74%	14.24M	699.41M	-399.75K	-2.73%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	3.51%	4.9M	240.61M	161.6K	+3.41%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.18%	4.66M	228.63M	878.81K	+23.27%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	2.26%	3.16M	155M	536.04K	+20.46%
Mar 31, 2024	BOSTON PARTNERS	2.24%	3.27M	160.61M	758.83K	+30.21%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.79%	2.62M	128.77M	281.85K	+12.07%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.59%	858.49K	42.16M	10.4K	+1.23%
Mar 31, 2024	CITADEL ADVISORS LLC	0.21%	301K	14.78M	37.6K	+14.27%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	376.8K	18.5M	238.6K	+172.65%
Mar 31, 2024	MAN GROUP PLC	0.28%	386.24K	18.97M	-178.65K	-31.63%
Mar 31, 2024	RHUMBLINE ADVISERS	0.31%	448.79K	22.04M	-31.3K	-6.52%
Mar 31, 2024	PREVATT CAPITAL LTD	0.33%	460K	22.59M	100K	+27.78%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.36%	527.38K	25.9M	-5.14K	-0.97%
Mar 31, 2024	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.39%	548.2K	26.92M	71.91K	+15.10%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.4%	580.23K	28.5M	494.46K	+576.49%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.4%	589.36K	28.94M	113.91K	+23.96%
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	0.2%	272.6K	13.39M	-15.55K	-5.40%
Mar 31, 2024	SWISS NATIONAL BANK	0.19%	284.3K	13.96M	-3.8K	-1.32%
Mar 31, 2024	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.18%	254.8K	12.51M	188.6K	+284.89%
Mar 31, 2024	NORTHERN TRUST CORP	1.37%	2M	98.39M	-215.18K	-9.70%
Mar 31, 2024	PACER ADVISORS, INC.	1.29%	1.8M	88.34M	224.76K	+14.28%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.2%	1.76M	86.55M	-124.71K	-6.61%
Mar 31, 2024	LSV ASSET MANAGEMENT	1.16%	1.62M	79.38M	-64.34K	-3.83%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	1.04%	1.53M	74.73M	-774.11K	-33.67%
Mar 31, 2024	ROYAL BANK OF CANADA	0.88%	1.29M	63.11M	305.01K	+31.12%
Mar 31, 2024	MORGAN STANLEY	0.77%	1.12M	55.2M	80.7K	+7.73%
Mar 31, 2024	INVESCO LTD.	0.75%	1.09M	53.64M	534.32K	+95.75%
Mar 31, 2024	NEWEDGE WEALTH, LLC	0.68%	944.34K	45.36M	-189.65K	-16.72%
Mar 31, 2024	STATE STREET CORP	3.76%	5.5M	271.64M	28.43K	+0.52%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.18%	256.84K	12.61M	-82.42K	-24.29%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.17%	247.31K	12.15B	-5.3K	-2.10%
Mar 31, 2024	UBS GROUP AG	0.17%	241.3K	11.85M	21.01K	+9.54%
Mar 31, 2024	IBEX WEALTH ADVISORS	0.16%	235.11K	8.58M	234.89K	+108,244.70%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.16%	231.89K	11.39M	-10.78K	-4.44%
Mar 31, 2024	CREDIT SUISSE AG/	0.15%	225.86K	11.09M	59	+0.03%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.15%	218.5K	10.73M	33.28K	+17.96%
Mar 31, 2024	SOUTH DAKOTA INVESTMENT COUNCIL	0.15%	215K	10.56M	-35.4K	-14.14%
Mar 31, 2024	FINANCIAL COUNSELORS INC	0.13%	194.17K	9.54M	-2.01K	-1.03%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.13%	192.76K	6.79M	8.05K	+4.36%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.13%	190.62K	9.36B	-168.5K	-46.92%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.13%	185.5K	9.11M	-9.75K	-4.99%
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.13%	184K	9.04M	-13.66K	-6.91%
Mar 31, 2024	ALPS ADVISORS INC	0.12%	179.3K	8.81M	22.32K	+14.22%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.12%	169.02K	8.3M	-178.13K	-51.31%
Mar 31, 2024	PARADIEM, LLC	0.11%	163.88K	8.05M	5.29K	+3.33%
Dec 31, 2023	BRIDGEWATER ASSOCIATES, LP	0.26%	381.03K	18.43M	50.95K	+15.43%
Dec 31, 2023	JPMORGAN CHASE & CO	0.42%	609.78K	29.5M	10.19K	+1.70%
Dec 31, 2023	CITADEL ADVISORS LLC	0.53%	777.67K	37.62M	-1.26M	-61.88%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.53%	782.29K	37.84M	630.38K	+414.99%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.58%	848.09K	41.02M	-54.24K	-6.01%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.66%	960.54K	46.45M	6.5K	+0.68%
Dec 31, 2023	ROYAL BANK OF CANADA	0.67%	980.02K	47.4M	718.25K	+274.39%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.71%	1.04M	50.24M	-131.47K	-11.24%
Dec 31, 2023	MORGAN STANLEY	0.71%	1.04M	50.47M	-163.13K	-13.52%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.75%	1.09M	52.96M	-87.37K	-7.39%
Dec 31, 2023	NEWEDGE WEALTH, LLC	0.78%	1.13M	54.85M	126.25K	+12.53%
Dec 31, 2023	PACER ADVISORS, INC.	1.08%	1.57M	76.14M	14.27K	+0.91%
Dec 31, 2023	LSV ASSET MANAGEMENT	1.15%	1.68M	81.3M	-14.52K	-0.86%
Dec 31, 2023	NORGES BANK	1.17%	1.71M	82.61M	1.71M	+100.00%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.21%	1.77M	85.55M	245.52K	+16.12%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.29%	1.89M	91.28M	-39.1K	-2.03%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	1.57%	2.3M	111.22M	-420.17K	-15.45%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.6%	2.34M	113.15M	-38.73K	-1.63%
Dec 31, 2023	NORTHERN TRUST CORP	1.52%	2.22M	107.32M	43.47K	+2.00%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.69%	2.47M	119.46M	79.76K	+3.34%
Dec 31, 2023	BOSTON PARTNERS	1.72%	2.51M	121.5M	-34.35K	-1.35%
Dec 31, 2023	FULLER & THALER ASSET MANAGEMENT, INC.	1.79%	2.62M	126.73M	-148.34K	-5.36%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	2.19%	3.2M	154.79M	3.2M	+100.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.58%	3.78M	182.67M	-67.79K	-1.76%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	3.24%	4.74M	229.17M	-1.59M	-25.16%
Dec 31, 2023	STATE STREET CORP	3.74%	5.47M	266.27M	-617.5K	-10.15%
Dec 31, 2023	VANGUARD GROUP INC	10.01%	14.64M	708.21M	-391.94K	-2.61%
Dec 31, 2023	BLACKROCK INC.	12.23%	17.88M	865M	-537.8K	-2.92%
Dec 31, 2023	FMR LLC	14.76%	21.59M	1.04B	-337.49K	-1.54%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	0.2%	288.15K	13.94M	-11.22K	-3.75%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.22%	318.01K	15.38M	-196.66K	-38.21%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	0.22%	320.96K	15.52M	-494.98K	-60.66%
Dec 31, 2023	GLENMEDE TRUST CO NA	0.23%	330.66K	15.99M	270.03K	+445.34%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.23%	339.25K	16.41M	206.78K	+156.10%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.23%	343.11K	16.6M	37.48K	+12.26%
Dec 31, 2023	LOS ANGELES CAPITAL MANAGEMENT LLC	0.24%	347.15K	16.79M	-108.61K	-23.83%
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.25%	359.12K	17.37M	-216K	-37.56%
Dec 31, 2023		0.25%	360K	17.41M	360K	+100.00%
Dec 31, 2023	RETIREMENT SYSTEMS OF ALABAMA	0.25%	363.89K	17.6M	69.85K	+23.75%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.26%	379.92K	18.38M	3.72K	+0.99%
Dec 31, 2023	MAN GROUP PLC	0.39%	564.89K	27.32M	-104.86K	-15.66%
Dec 31, 2023	BLUE WHALE CAPITAL LLP	0.28%	405K	19.59M	350K	+636.36%
Dec 31, 2023	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.3%	443.69K	21.46M	443.69K	+100.00%
Dec 31, 2023	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.31%	448.02K	21.67M	-305.39K	-40.53%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.33%	475.45K	23M	-79.85K	-14.38%
Dec 31, 2023	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.33%	476.29K	23.04M	-1.24K	-0.26%
Dec 31, 2023	RHUMBLINE ADVISERS	0.33%	480.09K	23.22M	-28.85K	-5.67%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.36%	532.52K	25.76M	-33.67K	-5.95%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.38%	551.16K	26.66M	263.55K	+91.63%
Dec 31, 2023	INVESCO LTD.	0.38%	558.01K	26.99M	64.06K	+12.97%

Insiders

Among the HRB insiders holding of 1.26% of the stake in company, BREEDEN RICHARD C, director, holds the largest shares of 13.29M. JONES JEFFREY J II, President & CEO, is the second largest HRB insider with ownership of 861.31K shares. COBB WILLIAM C, President and CEO, stands third with possession of 496.75K shares of that stake.

Insiders	Designation	Shares Held
BREEDEN RICHARD C	director	13.29M
JONES JEFFREY J II	President & CEO	861.31K
COBB WILLIAM C	President and CEO	496.75K
GERARD ROBERT A	director	276.41K
MACFARLANE GREGORY J	SVP, U.S. Retail Prods & Ops	121.71K
BROWN JEFFREY	Chief Accounting and Risk Offi	98.39K
BOWEN TONY G	Chief Financial Officer	90.1K
OROSCO KAREN A	Pres., Global Consumer Tax & S	89.73K
GERKE THOMAS A	Gen. Counsel & Chief Admin Off	85.48K
SEIP TOM D	director	84.77K
LEWIS DAVID B	director	74.08K
JOHNSON RICHARD A	director	68.73K
HALE ROGER W	director	66.3K
HOUSEWORTH JASON	President, US Tax Product Str	56.92K
WRIGHT JAMES F	director	40.68K
REDLER DARA S	Chief Legal Officer	22.07K
ROHDE BRUCE	director	20.91K
LOGERWELL KELLIE J	VP & Chief Acct Officer	18.47K
COLLINS KATHRYN M	SVP, Chief Mktg & Strat Off	17.37K
ANDREWS CHARLES ELLIOTT	President, RSM McGladrey	15K
BENNETT ALAN M	President and CEO	14.89K
ALLANSON THOMAS A	President, Digital	12.58K
BROWN PAUL J	director	5.7K
REICH VICTORIA	director	3.3K
MAZZINI PHIL	President, Retail Tax	2.07K
AGAR RICHARD K	SVP and CIO	1.16K
WOOD CHRISTIANNA		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 19, 2025	JONES JEFFREY J II	SALE	44.54	128.82K	5.74M	861.31K
Nov 12, 2025	JONES JEFFREY J II	SALE	46.46	176.45K	8.2M	906.31K
Apr 16, 2025	JONES JEFFREY J II	SALE	63.28	53.81K	3.41M	844.79K
Sep 16, 2024	LOGERWELL KELLIE J	SALE	64.41	8K	515.28K	18.47K
Sep 03, 2024	JONES JEFFREY J II	SALE	63.07	9.72K	613.17K	893.17K
Aug 19, 2024	REDLER DARA S	SALE	64.10	9.1K	583.31K	22.07K
Aug 19, 2024	LOGERWELL KELLIE J	SALE	65.00	9.85K	639.99K	25.03K
Aug 19, 2024	BOWEN TONY G	SALE	65.17	79.26K	5.17M	90.1K
Jul 01, 2024	JONES JEFFREY J II	SALE	54.55	44.98K	2.45M	712.39K
Feb 23, 2024	JONES JEFFREY J II	SALE	49.21	85.92K	4.23M	755.36K
Feb 15, 2024	JONES JEFFREY J II	SALE	48.02	14.94K	717.35K	841.28K
Nov 27, 2023	BOWEN TONY G	SALE	47.10	46.89K	2.21M	125.59K
Sep 11, 2023	LOGERWELL KELLIE J	SALE	39.61	8K	316.84K	27.72K
Aug 16, 2023	JONES JEFFREY J II	SALE	38.00	91.19K	3.47M	812.15K
May 19, 2023	JOHNSON RICHARD A	PURCHASE	29.54	10K	295.38K	68.73K
May 11, 2023	GERARD ROBERT A	PURCHASE	32.13	500	16.06K	276.41K
Dec 14, 2022	JONES JEFFREY J II	SALE	42.07	66K	2.78M	591.98K
Dec 13, 2022	JONES JEFFREY J II	SALE	42.11	18.01K	758.42K	657.98K
Nov 03, 2022	GERARD ROBERT A	PURCHASE	37.89	500	18.95K	262.23K
Sep 07, 2022	OROSCO KAREN A	SALE	45.00	50K	2.25M	89.73K
Aug 18, 2022	LOGERWELL KELLIE J	SALE	48.77	6.5K	316.97K	18.79K
Aug 18, 2022	BOWEN TONY G	SALE	48.35	64.74K	3.13M	79.79K
Aug 16, 2022	WOOD CHRISTIANNA	SALE	46.96	7.39K	347.13K	0
Nov 04, 2021	GERARD ROBERT A	PURCHASE	25.14	5K	125.7K	252.88K
Aug 31, 2021	GERKE THOMAS A	SALE	25.83	20K	516.52K	85.48K
Aug 30, 2021	GERKE THOMAS A	SALE	25.75	15K	386.28K	87.97K
Aug 27, 2021	GERKE THOMAS A	SALE	25.61	20K	512.3K	102.97K
Aug 25, 2021	GERKE THOMAS A	SALE	25.60	13.1K	335.26K	122.97K
Aug 19, 2021	GERKE THOMAS A	SALE	25.73	560	14.41K	133.53K
Aug 18, 2021	GERKE THOMAS A	SALE	25.65	11.34K	290.93K	133.53K
Aug 17, 2021	GERKE THOMAS A	SALE	25.70	32.88K	845.07K	133.53K
Aug 16, 2021	GERKE THOMAS A	SALE	25.73	17.12K	440.39K	133.53K
Aug 13, 2021	GERKE THOMAS A	SALE	25.65	29.73K	762.63K	133.53K
Dec 21, 2020	JONES JEFFREY J II	PURCHASE	15.05	3.31K	49.81K	346.1K
Sep 03, 2020	GERARD ROBERT A	PURCHASE	15.17	12K	181.99K	21K
Sep 03, 2020	JONES JEFFREY J II	PURCHASE	15.04	13.15K	197.76K	338.15K
Jul 02, 2019	LOGERWELL KELLIE J	SALE	28.68	3K	86.04K	4.94K
Aug 30, 2018	GERKE THOMAS A	SALE	26.54	70K	1.86M	68.07K
Jun 22, 2018	GERARD ROBERT A	PURCHASE	23.18	1K	23.18K	9K
Jul 18, 2017	COLLINS KATHRYN M	SALE	30.35	2.93K	88.94K	17.37K
Jul 14, 2017	LOGERWELL KELLIE J	SALE	30.71	800	24.57K	4.41K
Jun 30, 2017	COBB WILLIAM C	SALE	31.11	300.7K	9.36M	496.75K
Jun 28, 2017	COBB WILLIAM C	SALE	30.96	198.77K	6.15M	551.46K
Jun 28, 2017	WRIGHT JAMES F	SALE	30.67	10K	306.69K	40.68K
Jun 27, 2017	COBB WILLIAM C	SALE	31.43	188.98K	5.94M	551.46K
Jun 21, 2017	COBB WILLIAM C	SALE	30.84	250K	7.71M	551.46K
Jun 20, 2017	COBB WILLIAM C	SALE	30.18	500K	15.09M	801.46K
Jun 20, 2017	COLLINS KATHRYN M	SALE	30.36	7K	212.53K	20.53K
Jun 19, 2017	LEWIS DAVID B	SALE	30.01	8K	240.08K	74.08K
Jun 15, 2017	SEIP TOM D	SALE	29.84	6.3K	187.98K	84.77K
Sep 01, 2016	MACFARLANE GREGORY J	PURCHASE	21.65	4.62K	100K	121.71K
Jun 30, 2016	BROWN JEFFREY	SALE	22.86	16.07K	367.26K	98.39K
Jun 27, 2016	BROWN JEFFREY	SALE	21.83	105.9K	2.31M	102.45K
Jun 16, 2016	GERARD ROBERT A	PURCHASE	23.33	2K	46.65K	8K
Jun 13, 2016	BROWN PAUL J	PURCHASE	23.97	2.5K	59.91K	5.7K
Dec 29, 2015	MACFARLANE GREGORY J	SALE	33.51	265.78K	8.91M	94.27K
Dec 16, 2015	BROWN JEFFREY	SALE	33.30	50K	1.67M	63.6K
Dec 11, 2015	HOUSEWORTH JASON	SALE	32.31	42.65K	1.38M	56.92K
Dec 10, 2015	HOUSEWORTH JASON	SALE	33.14	750	24.86K	1.25K
Jun 30, 2015	LEWIS DAVID B	SALE	29.50	8K	235.98K	4K
Jun 23, 2015	SEIP TOM D	SALE	31.30	7.46K	233.59K	12.99K
Jan 16, 2015	BROWN JEFFREY	SALE	32.00	7.68K	245.76K	36.64K
Jul 25, 2014	BROWN JEFFREY	SALE	32.52	5K	162.6K	44.27K
Jun 14, 2013	SEIP TOM D	SALE	28.61	6.05K	173.24K	10.38K
Jul 17, 2012	HOUSEWORTH JASON	SALE	16.54	8.08K	133.68K	24.18K
Jul 09, 2012	MACFARLANE GREGORY J	PURCHASE	16.05	6.3K	101.12K	59.47K
Jul 02, 2012	BROWN PAUL J	PURCHASE	16.01	1.2K	19.21K	3.2K
Sep 29, 2011	REICH VICTORIA	PURCHASE	13.64	3.3K	45.01K	3.3K
Sep 21, 2011	ROHDE BRUCE	PURCHASE	13.70	10K	137K	20.91K
Sep 19, 2011	AGAR RICHARD K	PURCHASE	0.00	1.16K	-	1.16K
Sep 16, 2011	GERARD ROBERT A	PURCHASE	14.18	5K	70.89K	29.26K
Sep 16, 2011	BROWN PAUL J	PURCHASE	14.28	1.9K	27.13K	1.9K
Sep 16, 2011	WRIGHT JAMES F	PURCHASE	14.18	10K	141.8K	10K
Sep 14, 2011	COBB WILLIAM C	PURCHASE	13.40	10K	134.05K	15K
Sep 14, 2011	MAZZINI PHIL	PURCHASE	0.00	2.07K	-	2.07K
Sep 06, 2011	BROWN JEFFREY	PURCHASE	13.13	5K	65.65K	30.52K
Sep 13, 2010	COBB WILLIAM C	PURCHASE	12.83	5K	64.15K	5K
Sep 13, 2010	BENNETT ALAN M	PURCHASE	12.86	5K	64.29K	14.89K
Jul 21, 2010	WOOD CHRISTIANNA	PURCHASE	14.80	2.97K	43.88K	2.97K
Mar 12, 2010	ANDREWS CHARLES ELLIOTT	PURCHASE	16.82	15K	252.35K	15K
Jul 01, 2009	WOOD CHRISTIANNA	PURCHASE	17.43	2.87K	49.97K	7.85K
Oct 27, 2008	BREEDEN RICHARD C	PURCHASE	17.50	2.86M	50M	13.29M
Oct 24, 2008	GERARD ROBERT A	PURCHASE	15.86	6K	95.17K	6K
Jul 30, 2008	ALLANSON THOMAS A	SALE	24.00	99.58K	2.39M	12.58K
Jul 01, 2008	HALE ROGER W	SALE	21.55	12K	258.6K	66.3K
Apr 09, 2008	BREEDEN RICHARD C	PURCHASE	21.78	200K	4.36M	9.26M
Apr 08, 2008	BREEDEN RICHARD C	PURCHASE	21.31	25K	532.78K	9.06M
Apr 04, 2008	ALLANSON THOMAS A	SALE	21.49	2.5K	53.73K	15.11K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES305.27K2

NET SHARES-305.27K2

SHARES HELD1.77M2

% NET SHARES-117.27%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares7.64

Short Percent Of Float12.93

Shares Outstanding133.95M

Shares Float132.58M

Shares Short10.24M

Short Ratio7.01

12.93%

Short % of Float

7.64%

Short % of Shares Outstanding

Market Insider

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

Major Holders Summary

1.26% Percentage of Shares held by All Insiders

95.17% Percentage of Shares held by All Institutions

96.38% Percentage of Float held by Institutions

748

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	STATE STREET CORP	3.11%	4.16M	212.14M	-60.39K	-1.43%
Sep 30, 2025	FEDERATED HERMES, INC.	0.17%	227.8K	11.52M	13.8K	+6.45%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	259.5K	13.12M	3.8K	+1.49%
Sep 30, 2025	WOODLINE PARTNERS LP	0.19%	260.53K	13.18M	260.53K	+100.00%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.2%	263.07K	13.3M	-23.47K	-8.19%
Sep 30, 2025	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.2%	267.47K	13.53M	169.56K	+173.19%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.21%	284.91K	14.41M	-578.75K	-67.01%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.22%	297.29K	15.03M	-6.62K	-2.18%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.22%	300.96K	15.22M	-48.67K	-13.92%
Sep 30, 2025	ENGINEERS GATE MANAGER LP	0.24%	316.49K	16.01M	205.16K	+184.28%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.24%	326.1K	16.49M	125.3K	+62.40%
Sep 30, 2025	SWEDBANK AB	0.26%	346.15K	17.5M	0	0
Sep 30, 2025	PREVATT CAPITAL LTD	0.26%	350K	17.7M	-110K	-23.91%
Sep 30, 2025	RHUMBLINE ADVISERS	0.29%	386.79K	19.56M	-11.04K	-2.77%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.29%	392.98K	19.87M	-39.93K	-9.22%
Sep 30, 2025	ALPS ADVISORS INC	0.31%	411.45K	20.81M	101.03K	+32.54%
Sep 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.45%	606.26K	30.66M	-26.56K	-4.20%
Sep 30, 2025	JPMORGAN CHASE & CO	0.49%	649.83K	32.86M	-89.29K	-12.08%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.56%	749.3K	37.89M	577.2K	+335.39%
Sep 30, 2025	BARCLAYS PLC	0.57%	758.97K	38.38M	261.66K	+52.62%
Sep 30, 2025	CITADEL ADVISORS LLC	1.04%	1.4M	70.6M	-438.24K	-23.89%
Sep 30, 2025	SEI INVESTMENTS CO	0.32%	432.27K	21.86M	28.39K	+7.03%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.73%	2.32M	117.14M	56.15K	+2.48%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.7%	938.54K	47.46M	197.15K	+26.59%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.07%	1.43M	72.39M	-199.51K	-12.23%
Sep 30, 2025	LSV ASSET MANAGEMENT	1.1%	1.48M	74.77M	-130.73K	-8.12%
Sep 30, 2025	ROYAL BANK OF CANADA	1.19%	1.6M	80.68M	92.29K	+6.14%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.22%	1.64M	82.7M	-535	-0.03%
Sep 30, 2025	MORGAN STANLEY	1.37%	1.83M	92.48M	-225.76K	-10.99%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.49%	1.99M	100.65M	391.71K	+24.50%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.11%	144.12K	7.29M	-529	-0.37%
Sep 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.11%	150.3K	7.6M	143.59K	+2,138.92%
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.12%	154.58K	7.82M	33.51K	+27.68%
Sep 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.12%	154.8K	7.75M	0	0
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.12%	155.8K	7.88M	-14.37K	-8.45%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.12%	160.23K	8.1M	-217.53K	-57.58%
Sep 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.12%	161.87K	8.19M	-219.15K	-57.52%
Sep 30, 2025	TECTONIC ADVISORS LLC	0.13%	169.75K	8.58M	25.71K	+17.85%
Sep 30, 2025	MIDWEST TRUST CO	0.13%	173.77K	8.79M	-2.55K	-1.45%
Sep 30, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.14%	185.6K	10.19M	0	0
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.14%	193.26K	9.77M	187.7K	+3,375.94%
Sep 30, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.15%	197.62K	9.99M	-2.44K	-1.22%
Sep 30, 2025	ROYCE & ASSOCIATES LP	0.16%	214.56K	10.85M	135.1K	+170.03%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.62%	834.35K	42.19M	-300.25K	-26.46%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.78%	1.04M	52.55M	-711.64K	-40.65%
Sep 30, 2025	INVESCO LTD.	0.33%	445.33K	22.52M	61.6K	+16.05%
Sep 30, 2025	PACER ADVISORS, INC.	0.42%	559.39K	28.29M	-104.12K	-15.69%
Sep 30, 2025	UBS GROUP AG	0.59%	784.2K	39.66M	27.65K	+3.66%
Sep 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	3.06%	4.09M	207.03M	-338.76K	-7.64%
Sep 30, 2025	MILLER HOWARD INVESTMENTS INC /NY	0.42%	560.07K	28.32M	-1.15K	-0.21%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.49%	657.42K	33.25M	53.54K	+8.87%
Sep 30, 2025	NUVEEN, LLC	0.52%	692.95K	35.04M	180.18K	+35.14%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.63%	843.38K	42.66M	-110.82K	-11.61%
Sep 30, 2025	BOSTON TRUST WALDEN CORP	0.64%	857.1K	43.34M	-7.76K	-0.90%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.64%	862.87K	43.64M	-685.67K	-44.28%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.8%	1.07M	53.95M	80.26K	+8.13%
Sep 30, 2025	MARSHALL WACE, LLP	0.89%	1.2M	60.61M	106.93K	+9.80%
Sep 30, 2025	VANGUARD GROUP INC	10.2%	13.66M	690.77M	-182.8K	-1.32%
Sep 30, 2025	FMR LLC	10.74%	14.38M	727.35M	532.98K	+3.85%
Sep 30, 2025	BLACKROCK, INC.	12.15%	16.27M	822.67M	139.54K	+0.87%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.94%	2.59M	130.96M	976.07K	+60.35%
Sep 30, 2025	NORTHERN TRUST CORP	2.05%	2.75M	139.09M	269.58K	+10.87%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.21%	2.96M	149.88M	113.69K	+3.99%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	2.4%	3.21M	162.49M	26.71K	+0.84%
Sep 30, 2025	BOSTON PARTNERS	2.9%	3.89M	196.54M	652.69K	+20.18%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.67%	896.22K	45.32M	-115.86K	-11.45%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.72%	2.3M	116.53M	51.72K	+2.30%
Sep 30, 2025	FRANKLIN RESOURCES INC	1.82%	2.44M	13.87M	2.31M	+1,858.29%
Jun 30, 2025	ROYCE & ASSOCIATES LP	0.06%	79.46K	4.36M	-63.3K	-44.34%
Jun 30, 2025	BARCLAYS PLC	0.37%	497.31K	27.3M	384.78K	+341.94%
Jun 30, 2025	LIONTRUST INVESTMENT PARTNERS LLP	0.2%	276.78K	15.19M	-43.99K	-13.71%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.15%	200.8K	11.02M	199.1K	+11,711.76%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.08%	111.33K	6.11M	40.72K	+57.67%
Jun 30, 2025	TWINBEECH CAPITAL LP	0.08%	108.59K	5.96M	108.59K	+100.00%
Jun 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.08%	108.5K	5.96M	-189K	-63.53%
Jun 30, 2025	MACKENZIE FINANCIAL CORP	0.08%	106.99K	5.87M	80.44K	+302.88%
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.7%	954.2K	52.62M	-56.25K	-5.57%
Jun 30, 2025	UBS GROUP AG	0.56%	756.55K	41.53M	16.99K	+2.30%
Jun 30, 2025	PACER ADVISORS, INC.	0.49%	663.51K	36.42M	-371.9K	-35.92%
Jun 30, 2025	VANGUARD GROUP INC	10.21%	13.84M	759.82M	-326.41K	-2.30%
Jun 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	3.27%	4.43M	243.31M	-193.5K	-4.18%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.1%	2.85M	156.44M	150.18K	+5.56%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.66%	2.25M	123.64M	110.54K	+5.16%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.18%	1.6M	87.75M	83.1K	+5.48%
Jun 30, 2025	ROYAL BANK OF CANADA	1.11%	1.5M	82.51M	258.25K	+20.75%
Jun 30, 2025	STATE STREET CORP	3.11%	4.22M	233.32M	-255.82K	-5.71%
Jun 30, 2025	BOSTON PARTNERS	2.39%	3.23M	177.5M	-534.06K	-14.17%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.67%	2.26M	124.06M	-22.2K	-0.97%
Jun 30, 2025	NORGES BANK	1.31%	1.78M	97.83M	1.78M	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.2%	1.63M	89.52M	-26.24K	-1.58%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.6%	813.9K	44.67M	46.53K	+6.06%
Jun 30, 2025	JPMORGAN CHASE & CO	0.55%	739.13K	40.57M	-204.28K	-21.65%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.45%	615.83K	33.8M	-87.85K	-12.48%
Jun 30, 2025	JANE STREET GROUP, LLC	0.34%	456.92K	25.08M	-191.16K	-29.50%
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.32%	432.91K	23.76M	-91.85K	-17.50%
Jun 30, 2025	SEI INVESTMENTS CO	0.3%	403.88K	22.17M	23.5K	+6.18%
Jun 30, 2025	RHUMBLINE ADVISERS	0.29%	397.83K	21.84M	-8.29K	-2.04%
Jun 30, 2025	ALPS ADVISORS INC	0.23%	310.43K	17.04M	-2.89K	-0.92%
Jun 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.07%	94.84K	5.21M	-24.81K	-20.74%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.07%	94.2K	5.17M	90.15K	+2,225.85%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.07%	92.74K	5.09M	47.89K	+106.77%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.07%	90.64K	4.97M	71.32K	+369.15%
Jun 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.07%	89.89K	4.93M	66.98K	+292.30%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.07%	89.77K	4.93M	-22.34K	-19.93%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.07%	88.58K	4.86M	-5.77K	-6.12%
Jun 30, 2025	AMUNDI	0.06%	87.71K	4.9M	913	+1.05%
Jun 30, 2025	REDWOOD INVESTMENT MANAGEMENT, LLC	0.06%	87.45K	4.8M	-5.21K	-5.62%
Jun 30, 2025	BLUE WHALE CAPITAL LLP	0.06%	86.99K	4.77M	-473.92K	-84.49%
Jun 30, 2025	ILLINOIS MUNICIPAL RETIREMENT FUND	0.06%	86.74K	4.76M	31.49K	+57.00%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.06%	82.52K	4.53M	74.94K	+988.07%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.06%	78.84K	4.33M	-6.21K	-7.30%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	2.35%	3.19M	174.9M	-543.84K	-14.58%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	1.29%	1.75M	96.1M	312.78K	+21.75%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.19%	1.62M	88.51B	-171.82K	-9.60%
Jun 30, 2025	LSV ASSET MANAGEMENT	1.19%	1.61M	88.33M	-58.37K	-3.50%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.84%	1.13M	62.28B	172.58K	+17.94%
Jun 30, 2025	MAN GROUP PLC	0.27%	359.46K	19.73M	-134.04K	-27.16%
Jun 30, 2025	SWEDBANK AB	0.26%	346.15K	19M	60.77K	+21.29%
Jun 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0.23%	309.53K	16.99M	-871	-0.28%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.19%	259.45K	14.24M	210.04K	+425.11%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.17%	224.37K	12.32M	213.58K	+1,979.03%
Jun 30, 2025	IBEX WEALTH ADVISORS	0.15%	201.33K	11.05M	6.44K	+3.30%
Jun 30, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.15%	200.06K	10.98M	89.12K	+80.33%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.14%	186.69K	10.25B	-3.42K	-1.80%
Jun 30, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.14%	185.6K	10.19M	-21.05K	-10.18%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	176.2K	9.67M	-25.23K	-12.52%
Jun 30, 2025		0.38%	512.76K	28.15M	-315.63K	-38.10%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.12%	166.18K	9.12M	-449	-0.27%
Jun 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.11%	154.8K	8.4M	0	0
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.11%	149.9K	8.23M	149.9K	+100.00%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.11%	147.83K	8.11M	-1.14M	-88.51%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.11%	144.65K	7.94M	26.26K	+22.18%
Jun 30, 2025	TECTONIC ADVISORS LLC	0.11%	144.05K	7.91M	11.52K	+8.70%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	128.3K	7.04B	-403	-0.31%
Jun 30, 2025	RUFFER LLP	0.09%	125.6K	6.89M	26.98K	+27.35%
Jun 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.09%	121.07K	6.65M	-5.42K	-4.28%
Jun 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.09%	116.02K	6.3M	-1.3K	-1.11%
Jun 30, 2025	NORTHERN TRUST CORP	1.83%	2.48M	136.17M	-127.66K	-4.89%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.21%	1.64M	89.8M	-52.77K	-3.12%
Jun 30, 2025	MARSHALL WACE, LLP	0.81%	1.09M	59.92M	215.47K	+24.59%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.75%	1.01M	55.55M	-205.73K	-16.89%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.73%	986.6K	54.16M	9.8K	+1.00%
Jun 30, 2025	BOSTON TRUST WALDEN CORP	0.64%	864.85K	47.47M	129.09K	+17.55%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.64%	863.65K	47.41M	255.9K	+42.11%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.55%	741.39K	40.69M	84.97K	+12.94%
Jun 30, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.54%	738K	40.51M	-44.95K	-5.74%
Jun 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.47%	632.82K	34.74M	108.38K	+20.66%
Jun 30, 2025	PREVATT CAPITAL LTD	0.34%	460K	25.25M	0	0
Jun 30, 2025	INVESCO LTD.	0.28%	383.73K	21.06M	-35.27K	-8.42%
Jun 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.28%	381.02K	20.91M	722	+0.19%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.26%	349.63K	19.19M	40.24K	+13.00%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0.26%	349.28K	19.17M	272.12K	+352.69%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.45%	603.88K	33.15M	-20.11K	-3.22%
Jun 30, 2025	MILLER HOWARD INVESTMENTS INC /NY	0.41%	561.22K	30.81M	7.06K	+1.27%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.28%	377.76K	20.72M	377.76K	+100.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.25%	342.86K	18.82M	-685.12K	-66.65%
Jun 30, 2025	RODGERS BROTHERS INC.	0.07%	99.9K	5.48M	-10K	-9.10%
Jun 30, 2025	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.07%	97.9K	5.37M	-175.22K	-64.15%
Jun 30, 2025	CERITY PARTNERS LLC	0.07%	95.91K	5.26M	470	+0.49%
Jun 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.07%	95K	5.21M	0	0
Jun 30, 2025	FMR LLC	10.22%	13.85M	760.23M	-844.79K	-5.75%
Jun 30, 2025	CRAWFORD INVESTMENT COUNSEL INC	0.07%	101K	5.54M	-2.67K	-2.58%
Jun 30, 2025	BLACKROCK, INC.	11.9%	16.13M	885.29M	205.49K	+1.29%
Jun 30, 2025	MORGAN STANLEY	1.52%	2.05M	112.78B	-95.43K	-4.44%
Jun 30, 2025	CITADEL ADVISORS LLC	1.35%	1.83M	100.69B	1.2M	+187.13%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.14%	1.55M	85B	700.01K	+82.50%
Jun 30, 2025	NUVEEN, LLC	0.38%	512.76K	28.15M	-315.63K	-38.10%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.39%	524.77K	28.81M	-20.88K	-3.83%
Mar 31, 2025	BRIDGEWATER ASSOCIATES, LP	0.39%	524.44K	28.8M	83.97K	+19.06%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.71%	962.02K	52.82M	735.74K	+325.15%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.52%	703.67K	38.64M	105.97K	+17.73%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.48%	656.41K	36.04M	266.46K	+68.33%
Mar 31, 2025	JANE STREET GROUP, LLC	0.48%	648.07K	35.59M	505.71K	+355.24%
Mar 31, 2025	CITADEL ADVISORS LLC	0.47%	638.89K	35.08M	132.25K	+26.10%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.76%	1.03M	56.45M	896.83K	+683.81%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.72%	976.8K	53.64M	9.43K	+0.97%
Mar 31, 2025	JPMORGAN CHASE & CO	0.7%	943.41K	51.8M	298.99K	+46.40%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.65%	876.38K	48.12M	54K	+6.57%
Mar 31, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.58%	782.95K	42.99M	-101.77K	-11.50%
Mar 31, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.55%	744.12K	40.86M	-20.2K	-2.64%
Mar 31, 2025	UBS GROUP AG	0.55%	739.56K	40.61M	-83.94K	-10.19%
Mar 31, 2025	BOSTON TRUST WALDEN CORP	0.54%	735.76K	40.4M	252.19K	+52.15%
Mar 31, 2025		0.61%	828.4K	7.65M	828.4K	+100.00%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.46%	624K	34.26M	15.26K	+2.51%
Mar 31, 2025	NEW VERNON CAPITAL HOLDINGS II LLC	0.46%	621.25K	11.31M	609.94K	+5,391.00%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.22%	1.66M	91M	-27.55K	-1.64%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.12%	1.52M	83.22M	-535.13K	-26.10%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	1.06%	1.44M	78.96M	229.88K	+19.03%
Mar 31, 2025	ROYAL BANK OF CANADA	0.92%	1.24M	68.36M	10.67K	+0.86%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.63%	848.53K	46.59M	112.13K	+15.23%
Mar 31, 2025	BLUE WHALE CAPITAL LLP	0.41%	560.91K	30.8M	71.22K	+14.54%
Mar 31, 2025	MAN GROUP PLC	0.36%	493.5K	27.1M	420.88K	+579.58%
Mar 31, 2025	HRT FINANCIAL LP	0.36%	482.94K	26.52M	482.94K	+100.00%
Mar 31, 2025	PREVATT CAPITAL LTD	0.34%	460K	25.26M	0	0
Mar 31, 2025	TRUIST FINANCIAL CORP	0.57%	767.37K	42.14M	91.08K	+13.47%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.95%	1.29M	70.66M	1.28M	+25,892.65%
Mar 31, 2025	MARSHALL WACE, LLP	0.65%	876.15K	48.11M	876.15K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	11.75%	15.92M	874.33M	-517.63K	-3.15%
Mar 31, 2025	FMR LLC	10.84%	14.69M	806.89M	285.83K	+1.98%
Mar 31, 2025	NORTHERN TRUST CORP	1.92%	2.61M	143.23M	263.27K	+11.23%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.68%	2.28M	125.32M	-52.9K	-2.27%
Mar 31, 2025	MORGAN STANLEY	1.59%	2.15M	118.06M	-21.35K	-0.98%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.58%	2.14M	117.62M	119.51K	+5.91%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.32%	1.79M	97.36M	-461.02K	-20.49%
Mar 31, 2025	VANGUARD GROUP INC	10.45%	14.17M	778.02M	-84.29K	-0.59%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.25%	1.69M	92.73M	-3.53M	-67.65%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.45%	607.75K	33.37M	607.75K	+100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.99%	2.7M	148.27M	98.7K	+3.80%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	3.41%	4.63M	254.02M	-75.73K	-1.61%
Mar 31, 2025	STATE STREET CORP	3.3%	4.48M	247.52M	-117.58K	-2.56%
Mar 31, 2025	BOSTON PARTNERS	2.78%	3.77M	206.95M	-732.64K	-16.28%
Mar 31, 2025	LAZARD ASSET MANAGEMENT LLC	2.75%	3.73M	204.83M	1.15M	+44.30%
Mar 31, 2025	LSV ASSET MANAGEMENT	1.23%	1.67M	91.57M	209.02K	+14.33%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.9%	1.22M	66.87M	302.93K	+33.11%
Mar 31, 2025	PACER ADVISORS, INC.	0.76%	1.04M	56.85M	-1.7M	-62.15%
Mar 31, 2025	NEWEDGE WEALTH, LLC	0.75%	1.01M	55.48M	-85.27K	-7.78%
Mar 31, 2025	MILLER HOWARD INVESTMENTS INC /NY	0.41%	554.16K	30.43M	554.16K	+100.00%
Mar 31, 2024	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.11%	159.87K	7.85M	-18.66K	-10.45%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.11%	159.85K	7.85M	8.13K	+5.36%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.41%	594.73K	29.21M	43.57K	+7.91%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.42%	621.21K	30.51M	-417.4K	-40.19%
Mar 31, 2024	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.52%	719.37K	35.33M	275.69K	+62.14%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.53%	776.92K	38.15M	-317.87K	-29.03%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.59%	817.62K	40.15M	35.33K	+4.52%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.6%	837.21K	41.12M	813.88K	+3,489.01%
Mar 31, 2024	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.62%	869.21K	42.69M	421.19K	+94.01%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.3%	1.81M	88.74M	38.22K	+2.16%
Mar 31, 2024	BLUE WHALE CAPITAL LLP	0.47%	650K	31.92M	245K	+60.49%
Mar 31, 2024	JPMORGAN CHASE & CO	0.46%	669.26K	32.87M	59.47K	+9.75%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.45%	658.51K	32.34M	278.59K	+73.33%
Mar 31, 2024	RETIREMENT SYSTEMS OF ALABAMA	0.26%	358.83K	17.62M	-5.06K	-1.39%
Mar 31, 2024	BRIDGEWATER ASSOCIATES, LP	0.25%	345.71K	16.98M	-35.32K	-9.27%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.23%	331.64K	16.29M	-11.47K	-3.34%
Mar 31, 2024	SEI INVESTMENTS CO	0.21%	307.01K	15.08M	101.74K	+49.56%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.21%	295.1K	14.49M	-25.86K	-8.06%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.68%	2.46M	120.84M	-9.07K	-0.37%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	2.31%	3.37M	165.68M	173.59K	+5.42%
Mar 31, 2024	FMR LLC	14.21%	20.79M	1.02B	-797.62K	-3.69%
Mar 31, 2024	BLACKROCK INC.	11.37%	16.63M	816.76M	-1.25M	-7.00%
Mar 31, 2024	VANGUARD GROUP INC	9.74%	14.24M	699.41M	-399.75K	-2.73%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	3.51%	4.9M	240.61M	161.6K	+3.41%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.18%	4.66M	228.63M	878.81K	+23.27%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	2.26%	3.16M	155M	536.04K	+20.46%
Mar 31, 2024	BOSTON PARTNERS	2.24%	3.27M	160.61M	758.83K	+30.21%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.79%	2.62M	128.77M	281.85K	+12.07%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.59%	858.49K	42.16M	10.4K	+1.23%
Mar 31, 2024	CITADEL ADVISORS LLC	0.21%	301K	14.78M	37.6K	+14.27%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	376.8K	18.5M	238.6K	+172.65%
Mar 31, 2024	MAN GROUP PLC	0.28%	386.24K	18.97M	-178.65K	-31.63%
Mar 31, 2024	RHUMBLINE ADVISERS	0.31%	448.79K	22.04M	-31.3K	-6.52%
Mar 31, 2024	PREVATT CAPITAL LTD	0.33%	460K	22.59M	100K	+27.78%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.36%	527.38K	25.9M	-5.14K	-0.97%
Mar 31, 2024	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.39%	548.2K	26.92M	71.91K	+15.10%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.4%	580.23K	28.5M	494.46K	+576.49%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.4%	589.36K	28.94M	113.91K	+23.96%
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	0.2%	272.6K	13.39M	-15.55K	-5.40%
Mar 31, 2024	SWISS NATIONAL BANK	0.19%	284.3K	13.96M	-3.8K	-1.32%
Mar 31, 2024	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.18%	254.8K	12.51M	188.6K	+284.89%
Mar 31, 2024	NORTHERN TRUST CORP	1.37%	2M	98.39M	-215.18K	-9.70%
Mar 31, 2024	PACER ADVISORS, INC.	1.29%	1.8M	88.34M	224.76K	+14.28%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.2%	1.76M	86.55M	-124.71K	-6.61%
Mar 31, 2024	LSV ASSET MANAGEMENT	1.16%	1.62M	79.38M	-64.34K	-3.83%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	1.04%	1.53M	74.73M	-774.11K	-33.67%
Mar 31, 2024	ROYAL BANK OF CANADA	0.88%	1.29M	63.11M	305.01K	+31.12%
Mar 31, 2024	MORGAN STANLEY	0.77%	1.12M	55.2M	80.7K	+7.73%
Mar 31, 2024	INVESCO LTD.	0.75%	1.09M	53.64M	534.32K	+95.75%
Mar 31, 2024	NEWEDGE WEALTH, LLC	0.68%	944.34K	45.36M	-189.65K	-16.72%
Mar 31, 2024	STATE STREET CORP	3.76%	5.5M	271.64M	28.43K	+0.52%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.18%	256.84K	12.61M	-82.42K	-24.29%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.17%	247.31K	12.15B	-5.3K	-2.10%
Mar 31, 2024	UBS GROUP AG	0.17%	241.3K	11.85M	21.01K	+9.54%
Mar 31, 2024	IBEX WEALTH ADVISORS	0.16%	235.11K	8.58M	234.89K	+108,244.70%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.16%	231.89K	11.39M	-10.78K	-4.44%
Mar 31, 2024	CREDIT SUISSE AG/	0.15%	225.86K	11.09M	59	+0.03%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.15%	218.5K	10.73M	33.28K	+17.96%
Mar 31, 2024	SOUTH DAKOTA INVESTMENT COUNCIL	0.15%	215K	10.56M	-35.4K	-14.14%
Mar 31, 2024	FINANCIAL COUNSELORS INC	0.13%	194.17K	9.54M	-2.01K	-1.03%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.13%	192.76K	6.79M	8.05K	+4.36%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.13%	190.62K	9.36B	-168.5K	-46.92%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.13%	185.5K	9.11M	-9.75K	-4.99%
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.13%	184K	9.04M	-13.66K	-6.91%
Mar 31, 2024	ALPS ADVISORS INC	0.12%	179.3K	8.81M	22.32K	+14.22%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.12%	169.02K	8.3M	-178.13K	-51.31%
Mar 31, 2024	PARADIEM, LLC	0.11%	163.88K	8.05M	5.29K	+3.33%
Dec 31, 2023	BRIDGEWATER ASSOCIATES, LP	0.26%	381.03K	18.43M	50.95K	+15.43%
Dec 31, 2023	JPMORGAN CHASE & CO	0.42%	609.78K	29.5M	10.19K	+1.70%
Dec 31, 2023	CITADEL ADVISORS LLC	0.53%	777.67K	37.62M	-1.26M	-61.88%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.53%	782.29K	37.84M	630.38K	+414.99%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.58%	848.09K	41.02M	-54.24K	-6.01%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.66%	960.54K	46.45M	6.5K	+0.68%
Dec 31, 2023	ROYAL BANK OF CANADA	0.67%	980.02K	47.4M	718.25K	+274.39%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.71%	1.04M	50.24M	-131.47K	-11.24%
Dec 31, 2023	MORGAN STANLEY	0.71%	1.04M	50.47M	-163.13K	-13.52%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.75%	1.09M	52.96M	-87.37K	-7.39%
Dec 31, 2023	NEWEDGE WEALTH, LLC	0.78%	1.13M	54.85M	126.25K	+12.53%
Dec 31, 2023	PACER ADVISORS, INC.	1.08%	1.57M	76.14M	14.27K	+0.91%
Dec 31, 2023	LSV ASSET MANAGEMENT	1.15%	1.68M	81.3M	-14.52K	-0.86%
Dec 31, 2023	NORGES BANK	1.17%	1.71M	82.61M	1.71M	+100.00%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.21%	1.77M	85.55M	245.52K	+16.12%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.29%	1.89M	91.28M	-39.1K	-2.03%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	1.57%	2.3M	111.22M	-420.17K	-15.45%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.6%	2.34M	113.15M	-38.73K	-1.63%
Dec 31, 2023	NORTHERN TRUST CORP	1.52%	2.22M	107.32M	43.47K	+2.00%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.69%	2.47M	119.46M	79.76K	+3.34%
Dec 31, 2023	BOSTON PARTNERS	1.72%	2.51M	121.5M	-34.35K	-1.35%
Dec 31, 2023	FULLER & THALER ASSET MANAGEMENT, INC.	1.79%	2.62M	126.73M	-148.34K	-5.36%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	2.19%	3.2M	154.79M	3.2M	+100.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.58%	3.78M	182.67M	-67.79K	-1.76%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	3.24%	4.74M	229.17M	-1.59M	-25.16%
Dec 31, 2023	STATE STREET CORP	3.74%	5.47M	266.27M	-617.5K	-10.15%
Dec 31, 2023	VANGUARD GROUP INC	10.01%	14.64M	708.21M	-391.94K	-2.61%
Dec 31, 2023	BLACKROCK INC.	12.23%	17.88M	865M	-537.8K	-2.92%
Dec 31, 2023	FMR LLC	14.76%	21.59M	1.04B	-337.49K	-1.54%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	0.2%	288.15K	13.94M	-11.22K	-3.75%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.22%	318.01K	15.38M	-196.66K	-38.21%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	0.22%	320.96K	15.52M	-494.98K	-60.66%
Dec 31, 2023	GLENMEDE TRUST CO NA	0.23%	330.66K	15.99M	270.03K	+445.34%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.23%	339.25K	16.41M	206.78K	+156.10%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.23%	343.11K	16.6M	37.48K	+12.26%
Dec 31, 2023	LOS ANGELES CAPITAL MANAGEMENT LLC	0.24%	347.15K	16.79M	-108.61K	-23.83%
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.25%	359.12K	17.37M	-216K	-37.56%
Dec 31, 2023		0.25%	360K	17.41M	360K	+100.00%
Dec 31, 2023	RETIREMENT SYSTEMS OF ALABAMA	0.25%	363.89K	17.6M	69.85K	+23.75%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.26%	379.92K	18.38M	3.72K	+0.99%
Dec 31, 2023	MAN GROUP PLC	0.39%	564.89K	27.32M	-104.86K	-15.66%
Dec 31, 2023	BLUE WHALE CAPITAL LLP	0.28%	405K	19.59M	350K	+636.36%
Dec 31, 2023	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.3%	443.69K	21.46M	443.69K	+100.00%
Dec 31, 2023	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.31%	448.02K	21.67M	-305.39K	-40.53%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.33%	475.45K	23M	-79.85K	-14.38%
Dec 31, 2023	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.33%	476.29K	23.04M	-1.24K	-0.26%
Dec 31, 2023	RHUMBLINE ADVISERS	0.33%	480.09K	23.22M	-28.85K	-5.67%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.36%	532.52K	25.76M	-33.67K	-5.95%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.38%	551.16K	26.66M	263.55K	+91.63%
Dec 31, 2023	INVESCO LTD.	0.38%	558.01K	26.99M	64.06K	+12.97%

Insiders

Insiders	Designation	Shares Held
BREEDEN RICHARD C	director	13.29M
JONES JEFFREY J II	President & CEO	861.31K
COBB WILLIAM C	President and CEO	496.75K
GERARD ROBERT A	director	276.41K
MACFARLANE GREGORY J	SVP, U.S. Retail Prods & Ops	121.71K
BROWN JEFFREY	Chief Accounting and Risk Offi	98.39K
BOWEN TONY G	Chief Financial Officer	90.1K
OROSCO KAREN A	Pres., Global Consumer Tax & S	89.73K
GERKE THOMAS A	Gen. Counsel & Chief Admin Off	85.48K
SEIP TOM D	director	84.77K
LEWIS DAVID B	director	74.08K
JOHNSON RICHARD A	director	68.73K
HALE ROGER W	director	66.3K
HOUSEWORTH JASON	President, US Tax Product Str	56.92K
WRIGHT JAMES F	director	40.68K
REDLER DARA S	Chief Legal Officer	22.07K
ROHDE BRUCE	director	20.91K
LOGERWELL KELLIE J	VP & Chief Acct Officer	18.47K
COLLINS KATHRYN M	SVP, Chief Mktg & Strat Off	17.37K
ANDREWS CHARLES ELLIOTT	President, RSM McGladrey	15K
BENNETT ALAN M	President and CEO	14.89K
ALLANSON THOMAS A	President, Digital	12.58K
BROWN PAUL J	director	5.7K
REICH VICTORIA	director	3.3K
MAZZINI PHIL	President, Retail Tax	2.07K
AGAR RICHARD K	SVP and CIO	1.16K
WOOD CHRISTIANNA		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 19, 2025	JONES JEFFREY J II	SALE	44.54	128.82K	5.74M	861.31K
Nov 12, 2025	JONES JEFFREY J II	SALE	46.46	176.45K	8.2M	906.31K
Apr 16, 2025	JONES JEFFREY J II	SALE	63.28	53.81K	3.41M	844.79K
Sep 16, 2024	LOGERWELL KELLIE J	SALE	64.41	8K	515.28K	18.47K
Sep 03, 2024	JONES JEFFREY J II	SALE	63.07	9.72K	613.17K	893.17K
Aug 19, 2024	REDLER DARA S	SALE	64.10	9.1K	583.31K	22.07K
Aug 19, 2024	LOGERWELL KELLIE J	SALE	65.00	9.85K	639.99K	25.03K
Aug 19, 2024	BOWEN TONY G	SALE	65.17	79.26K	5.17M	90.1K
Jul 01, 2024	JONES JEFFREY J II	SALE	54.55	44.98K	2.45M	712.39K
Feb 23, 2024	JONES JEFFREY J II	SALE	49.21	85.92K	4.23M	755.36K
Feb 15, 2024	JONES JEFFREY J II	SALE	48.02	14.94K	717.35K	841.28K
Nov 27, 2023	BOWEN TONY G	SALE	47.10	46.89K	2.21M	125.59K
Sep 11, 2023	LOGERWELL KELLIE J	SALE	39.61	8K	316.84K	27.72K
Aug 16, 2023	JONES JEFFREY J II	SALE	38.00	91.19K	3.47M	812.15K
May 19, 2023	JOHNSON RICHARD A	PURCHASE	29.54	10K	295.38K	68.73K
May 11, 2023	GERARD ROBERT A	PURCHASE	32.13	500	16.06K	276.41K
Dec 14, 2022	JONES JEFFREY J II	SALE	42.07	66K	2.78M	591.98K
Dec 13, 2022	JONES JEFFREY J II	SALE	42.11	18.01K	758.42K	657.98K
Nov 03, 2022	GERARD ROBERT A	PURCHASE	37.89	500	18.95K	262.23K
Sep 07, 2022	OROSCO KAREN A	SALE	45.00	50K	2.25M	89.73K
Aug 18, 2022	LOGERWELL KELLIE J	SALE	48.77	6.5K	316.97K	18.79K
Aug 18, 2022	BOWEN TONY G	SALE	48.35	64.74K	3.13M	79.79K
Aug 16, 2022	WOOD CHRISTIANNA	SALE	46.96	7.39K	347.13K	0
Nov 04, 2021	GERARD ROBERT A	PURCHASE	25.14	5K	125.7K	252.88K
Aug 31, 2021	GERKE THOMAS A	SALE	25.83	20K	516.52K	85.48K
Aug 30, 2021	GERKE THOMAS A	SALE	25.75	15K	386.28K	87.97K
Aug 27, 2021	GERKE THOMAS A	SALE	25.61	20K	512.3K	102.97K
Aug 25, 2021	GERKE THOMAS A	SALE	25.60	13.1K	335.26K	122.97K
Aug 19, 2021	GERKE THOMAS A	SALE	25.73	560	14.41K	133.53K
Aug 18, 2021	GERKE THOMAS A	SALE	25.65	11.34K	290.93K	133.53K
Aug 17, 2021	GERKE THOMAS A	SALE	25.70	32.88K	845.07K	133.53K
Aug 16, 2021	GERKE THOMAS A	SALE	25.73	17.12K	440.39K	133.53K
Aug 13, 2021	GERKE THOMAS A	SALE	25.65	29.73K	762.63K	133.53K
Dec 21, 2020	JONES JEFFREY J II	PURCHASE	15.05	3.31K	49.81K	346.1K
Sep 03, 2020	GERARD ROBERT A	PURCHASE	15.17	12K	181.99K	21K
Sep 03, 2020	JONES JEFFREY J II	PURCHASE	15.04	13.15K	197.76K	338.15K
Jul 02, 2019	LOGERWELL KELLIE J	SALE	28.68	3K	86.04K	4.94K
Aug 30, 2018	GERKE THOMAS A	SALE	26.54	70K	1.86M	68.07K
Jun 22, 2018	GERARD ROBERT A	PURCHASE	23.18	1K	23.18K	9K
Jul 18, 2017	COLLINS KATHRYN M	SALE	30.35	2.93K	88.94K	17.37K
Jul 14, 2017	LOGERWELL KELLIE J	SALE	30.71	800	24.57K	4.41K
Jun 30, 2017	COBB WILLIAM C	SALE	31.11	300.7K	9.36M	496.75K
Jun 28, 2017	COBB WILLIAM C	SALE	30.96	198.77K	6.15M	551.46K
Jun 28, 2017	WRIGHT JAMES F	SALE	30.67	10K	306.69K	40.68K
Jun 27, 2017	COBB WILLIAM C	SALE	31.43	188.98K	5.94M	551.46K
Jun 21, 2017	COBB WILLIAM C	SALE	30.84	250K	7.71M	551.46K
Jun 20, 2017	COBB WILLIAM C	SALE	30.18	500K	15.09M	801.46K
Jun 20, 2017	COLLINS KATHRYN M	SALE	30.36	7K	212.53K	20.53K
Jun 19, 2017	LEWIS DAVID B	SALE	30.01	8K	240.08K	74.08K
Jun 15, 2017	SEIP TOM D	SALE	29.84	6.3K	187.98K	84.77K
Sep 01, 2016	MACFARLANE GREGORY J	PURCHASE	21.65	4.62K	100K	121.71K
Jun 30, 2016	BROWN JEFFREY	SALE	22.86	16.07K	367.26K	98.39K
Jun 27, 2016	BROWN JEFFREY	SALE	21.83	105.9K	2.31M	102.45K
Jun 16, 2016	GERARD ROBERT A	PURCHASE	23.33	2K	46.65K	8K
Jun 13, 2016	BROWN PAUL J	PURCHASE	23.97	2.5K	59.91K	5.7K
Dec 29, 2015	MACFARLANE GREGORY J	SALE	33.51	265.78K	8.91M	94.27K
Dec 16, 2015	BROWN JEFFREY	SALE	33.30	50K	1.67M	63.6K
Dec 11, 2015	HOUSEWORTH JASON	SALE	32.31	42.65K	1.38M	56.92K
Dec 10, 2015	HOUSEWORTH JASON	SALE	33.14	750	24.86K	1.25K
Jun 30, 2015	LEWIS DAVID B	SALE	29.50	8K	235.98K	4K
Jun 23, 2015	SEIP TOM D	SALE	31.30	7.46K	233.59K	12.99K
Jan 16, 2015	BROWN JEFFREY	SALE	32.00	7.68K	245.76K	36.64K
Jul 25, 2014	BROWN JEFFREY	SALE	32.52	5K	162.6K	44.27K
Jun 14, 2013	SEIP TOM D	SALE	28.61	6.05K	173.24K	10.38K
Jul 17, 2012	HOUSEWORTH JASON	SALE	16.54	8.08K	133.68K	24.18K
Jul 09, 2012	MACFARLANE GREGORY J	PURCHASE	16.05	6.3K	101.12K	59.47K
Jul 02, 2012	BROWN PAUL J	PURCHASE	16.01	1.2K	19.21K	3.2K
Sep 29, 2011	REICH VICTORIA	PURCHASE	13.64	3.3K	45.01K	3.3K
Sep 21, 2011	ROHDE BRUCE	PURCHASE	13.70	10K	137K	20.91K
Sep 19, 2011	AGAR RICHARD K	PURCHASE	0.00	1.16K	-	1.16K
Sep 16, 2011	GERARD ROBERT A	PURCHASE	14.18	5K	70.89K	29.26K
Sep 16, 2011	BROWN PAUL J	PURCHASE	14.28	1.9K	27.13K	1.9K
Sep 16, 2011	WRIGHT JAMES F	PURCHASE	14.18	10K	141.8K	10K
Sep 14, 2011	COBB WILLIAM C	PURCHASE	13.40	10K	134.05K	15K
Sep 14, 2011	MAZZINI PHIL	PURCHASE	0.00	2.07K	-	2.07K
Sep 06, 2011	BROWN JEFFREY	PURCHASE	13.13	5K	65.65K	30.52K
Sep 13, 2010	COBB WILLIAM C	PURCHASE	12.83	5K	64.15K	5K
Sep 13, 2010	BENNETT ALAN M	PURCHASE	12.86	5K	64.29K	14.89K
Jul 21, 2010	WOOD CHRISTIANNA	PURCHASE	14.80	2.97K	43.88K	2.97K
Mar 12, 2010	ANDREWS CHARLES ELLIOTT	PURCHASE	16.82	15K	252.35K	15K
Jul 01, 2009	WOOD CHRISTIANNA	PURCHASE	17.43	2.87K	49.97K	7.85K
Oct 27, 2008	BREEDEN RICHARD C	PURCHASE	17.50	2.86M	50M	13.29M
Oct 24, 2008	GERARD ROBERT A	PURCHASE	15.86	6K	95.17K	6K
Jul 30, 2008	ALLANSON THOMAS A	SALE	24.00	99.58K	2.39M	12.58K
Jul 01, 2008	HALE ROGER W	SALE	21.55	12K	258.6K	66.3K
Apr 09, 2008	BREEDEN RICHARD C	PURCHASE	21.78	200K	4.36M	9.26M
Apr 08, 2008	BREEDEN RICHARD C	PURCHASE	21.31	25K	532.78K	9.06M
Apr 04, 2008	ALLANSON THOMAS A	SALE	21.49	2.5K	53.73K	15.11K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES305.27K2

NET SHARES-305.27K2

SHARES HELD1.77M2

% NET SHARES-117.27%0%

HRB Stock Ownership Breakdown

H&R Block

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions