How many institutions own HSBC 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 HSBC shares is 600, representing 2.27% of the company's common stock.

Who are the major shareholders selling HSBC Holdings plc stock?

BLACKROCK, INC., in the last quarter, reduced its stake in HSBC by -3.17% restricting it's holding to 2.56 million shares of worth nearly $211.49M. SANDERS CAPITAL, LLC also lessened -2.79% of the HSBC shares from its portfolio, reducing its holding to 2.81 million shares of worth $231.55M. GOLDMAN SACHS GROUP INC also shunned HSBC shares holding by -21.74% last quarter which brought its holding to 4.63 million shares worth $381.96M.

Investors who are buying HSBC stock?

As per its latest 13F filing, ROYAL BANK OF CANADA increased its stake in HSBC by 17.28% in the last quarter. The institutional holder raised its holding to 1.3 million shares having worth more than $107.58M. AMERICAN CENTURY COMPANIES INC also added 15.79% more shares of HSBC to its portfolio, raising its holding to 1.67 million shares of worth $137.57M. BANK OF AMERICA CORP /DE/ also increased its HSBC shares holding by 5.49% which brought its holding to 2.39 million shares worth $196.81M.

HSBC's major insiders: who are they?

The insider with the most stakes in HSBC is Palomaki Daniel Scott , Global Financial Controller at the company. Additionally, HSBC stock is highly held by Global Financial Controller Bingham Jonathan and N/A N/A among others.

Did an insider recently sell HSBC stock?

Company executives, directors, and other insiders own N/A percent of HSBC Holdings plc's stock. Within the last six months, there have been 1 transaction(s) in which HSBC insiders have sold stock, totaling 23.12K shares. Insiders that have sold shares include PALOMAKI DANIEL SCOTT.

Which insider recently purchased HSBC stock?

There have been 1 transaction(s) during the past 6-months in which HSBC Holdings plc insiders have bought stock, totalling 13 shares

How much of HSBC does insiders own?

Around 6.76K HSBC Holdings plc shares are held by insiders, which represents about N/A of HSBC stock.

Who is the insider with the largest stake?

HSBC Global Financial Controller, Palomaki Daniel Scott holds the largest portfolio of the company's shares. HSBC shares owned by Palomaki total nearly 4.97 thousand.

Which institution holds the most shares in HSBC?

ROYAL BANK OF CANADA is the largest institutional owner in HSBC which holds 1.3 million shares worth $107.58M or 0.04% of the total HSBC shares outstanding followed by AMERICAN CENTURY COMPANIES INC with ownership of 1.67 million shares representing 0.05% of the HSBC ownership. BANK OF AMERICA CORP /DE/ is the third largest stakeholder with 2.39 million shares or 0.07% of the ownership worth more than $196.81M.

Is HSBC Holdings plc 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 HSBC is concerned, it is a stock which is optionable.

Is there a short position on HSBC's shares?

Number of HSBC shares short is 7.68M. 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 HSBC shares are there?

As of today, 3.80B shares of HSBC are outstanding.

Is there many float in HSBC 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, HSBC has 18.75B shares in float.

HSBC 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 HSBC is null.

HSBC (HSBC) 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 Shares0.2

Short Percent Of FloatN/A

Shares Outstanding3.80B

Shares Float18.75B

Shares Short7.68M

Short RatioN/A

N/A

Short % of Float

0.2%

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

N/A Percentage of Shares held by All Insiders

2.27% Percentage of Shares held by All Institutions

2.27% Percentage of Float held by Institutions

600

Number of Institutions Holding Shares

Institutional Ownership

About 2.27% of HSBC shares are held by financial institutions. ROYAL BANK OF CANADA is the top corporate investor, holding 1.3M shares valued at $107.58M. A 0.04% stake in HSBC Holdings plc is owned by the company. AMERICAN CENTURY COMPANIES INC owns 1.67M shares valued at $137.57M, which translates its holding of 0.05% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	ROYAL BANK OF CANADA	0.04%	1.3M	107.58M	192.13K	+17.28%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	0.05%	1.67M	137.57M	227.44K	+15.79%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.07%	2.39M	196.81M	124.2K	+5.49%
Mar 31, 2026	BLACKROCK, INC.	0.07%	2.56M	211.49M	-83.82K	-3.17%
Mar 31, 2026	SANDERS CAPITAL, LLC	0.08%	2.81M	231.55M	-80.44K	-2.79%
Mar 31, 2026	NORTHERN TRUST CORP	0.09%	3.05M	251.39M	39.16K	+1.30%
Mar 31, 2026	FMR LLC	0.11%	3.78M	311.54M	634.67K	+20.20%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.13%	4.63M	381.96M	-1.29M	-21.74%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.01%	500.51K	41.29M	6.89K	+1.40%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.02%	524.12K	43.23M	417.5K	+391.57%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.02%	525.78K	43.37M	90.71K	+20.85%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.02%	551.18K	45.41M	-4.54K	-0.82%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.02%	579.61K	47.81M	94.14K	+19.39%
Mar 31, 2026	COOKSON PEIRCE & CO INC	0.02%	593.88K	48.99M	-20.08K	-3.27%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.01%	242.76K	20.03M	217.04K	+843.68%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.01%	464.65K	38.33M	-5.86K	-1.25%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.01%	469.12K	38.7M	120.13K	+34.42%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.01%	210.57K	17.37M	-50.33K	-19.29%
Mar 31, 2026	FORESIGHT GLOBAL INVESTORS, INC.	0.01%	211.1K	17.41M	-82.26K	-28.04%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.01%	336.94K	27.79M	190.57K	+130.19%
Mar 31, 2026	MARSHALL WACE, LLP	0.01%	338.41K	27.92M	169.35K	+100.17%
Mar 31, 2026	JPMORGAN CHASE & CO	0.01%	481.75K	38.23M	127.7K	+36.07%
Mar 31, 2026	M&T BANK CORP	0%	115.37K	9.52M	-4.93K	-4.10%
Mar 31, 2026	WALLEYE TRADING LLC	0%	115.7K	9.54M	-60.4K	-34.30%
Mar 31, 2026	QRG CAPITAL MANAGEMENT, INC.	0.01%	233.19K	19.24M	8.97K	+4.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.01%	255.49K	21.08M	-10.96K	-4.11%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	258.48K	21.32M	228.04K	+749.19%
Mar 31, 2026	ABC ARBITRAGE SA	0.01%	283.1K	23.35M	-77.24K	-21.43%
Mar 31, 2026	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	129.49K	10.68M	-1.36K	-1.04%
Mar 31, 2026	TREDJE AP-FONDEN	0%	133.89K	11.04M	47.02K	+54.13%
Mar 31, 2026	SG AMERICAS SECURITIES, LLC	0%	137.93K	11.38M	-7.34K	-5.05%
Mar 31, 2026	SEI INVESTMENTS CO	0%	142.23K	11.73M	4.45K	+3.23%
Mar 31, 2026	ETHIC INC.	0%	158.7K	13.09M	4.1K	+2.65%
Mar 31, 2026	AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC	0%	166.92K	13.77M	0	0
Mar 31, 2026	CWM, LLC	0.01%	173.24K	14.29M	-9.64K	-5.27%
Mar 31, 2026	RITHOLTZ WEALTH MANAGEMENT	0.01%	174.77K	14.42M	14.01K	+8.72%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.01%	176.24K	14.63M	9.31K	+5.58%
Mar 31, 2026	PROMETHOS CAPITAL, LLC	0.01%	199.09K	16.42M	-340	-0.17%
Mar 31, 2026	BECK BODE, LLC	0.01%	204.93K	16.9M	204.93K	+100.00%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.01%	314.82K	25.97M	-5.09K	-1.59%
Mar 31, 2026	CREATIVE PLANNING	0.01%	316.68K	26.12M	-1.5K	-0.47%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.01%	328.63K	27.11M	33.57K	+11.38%
Mar 31, 2026	LPL FINANCIAL LLC	0.01%	377.37K	31.13M	-6.67K	-1.74%
Mar 31, 2026	NATIXIS ADVISORS, L.P.	0.01%	406.8K	33.56M	-327	-0.08%
Mar 31, 2026	CITIGROUP INC	0.01%	415.11K	34.24M	392.4K	+1,728.35%
Mar 31, 2026	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	444.48K	36.66M	-22.33K	-4.78%
Mar 31, 2026	MORGAN STANLEY	0.22%	7.66M	631.75M	174.61K	+2.33%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	0.29%	9.97M	822.61M	-390.13K	-3.76%
Mar 31, 2026	FISHER ASSET MANAGEMENT, LLC	0.52%	18.2M	1.5B	402.05K	+2.26%
Mar 31, 2026	CAPITAL FUND MANAGEMENT S.A.	0.01%	216.96K	17.9M	-48.51K	-18.27%
Mar 31, 2026	JANE STREET GROUP, LLC	0.01%	218.2K	18M	161.3K	+283.48%
Mar 31, 2026	MARINER, LLC	0.01%	218.89K	18.04M	13.71K	+6.68%
Mar 31, 2026	1832 ASSET MANAGEMENT L.P.	0.01%	291.68K	24.06M	-6.67K	-2.23%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.01%	305.34K	25.19M	171.59K	+128.30%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.01%	310.37K	25.6M	-219.02K	-41.37%
Mar 31, 2026	CONTRARIAN CAPITAL MANAGEMENT, L.L.C.	0.01%	481.06K	39.68M	-784.59K	-61.99%
Mar 31, 2026	UBS GROUP AG	0.02%	608.19K	50.17M	251.36K	+70.44%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.02%	633.81K	52.28M	43.15K	+7.30%
Mar 31, 2026	CITADEL ADVISORS LLC	0.02%	715.7K	59.04M	-115.6K	-13.91%
Mar 31, 2026	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.03%	936.57K	77.26M	220.84K	+30.86%
Mar 31, 2026	CLEARBRIDGE INVESTMENTS, LLC	0.04%	1.54M	127.02M	96.09K	+6.66%
Dec 31, 2025	1832 ASSET MANAGEMENT L.P.	0.01%	298.35K	23.47M	350	+0.12%
Dec 31, 2025	TUDOR INVESTMENT CORP ET AL	0.01%	182K	14.32M	59.6K	+48.69%
Dec 31, 2025	SEI INVESTMENTS CO	0%	137.78K	10.84M	4.53K	+3.40%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0%	145.26K	11.43M	142.15K	+4,566.30%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0%	146.38K	11.52M	-91.71K	-38.52%
Dec 31, 2025	ETHIC INC.	0%	154.6K	12.16M	3.53K	+2.34%
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0%	160.76K	12.65M	20.41K	+14.54%
Dec 31, 2025	ROYAL BANK OF CANADA	0.03%	1.11M	87.49M	-60.17K	-5.13%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	960.7K	75.58M	-168K	-14.88%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	203.76K	16.03M	5.83K	+2.95%
Dec 31, 2025	MARINER, LLC	0.01%	205.19K	16.15M	5.81K	+2.91%
Dec 31, 2025	JANNEY CAPITAL MANAGEMENT LLC	0.01%	219.6K	17.28M	-5.3K	-2.35%
Dec 31, 2025	QRG CAPITAL MANAGEMENT, INC.	0.01%	224.22K	17.64M	-1.1K	-0.49%
Dec 31, 2025	BARCLAYS PLC	0.01%	233.8K	18.39M	0	0
Dec 31, 2025	FRANKLIN RESOURCES INC	0.01%	260.9K	20.53M	218	+0.08%
Dec 31, 2025	CAPITAL FUND MANAGEMENT S.A.	0.01%	265.46K	20.88M	-64.07K	-19.44%
Dec 31, 2025	COOKSON PEIRCE & CO INC	0.02%	613.96K	48.3M	-10.01K	-1.60%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.04%	1.44M	113.3M	128.42K	+9.79%
Dec 31, 2025	WALLEYE TRADING LLC	0.01%	176.1K	13.85M	27.7K	+18.67%
Dec 31, 2025	NORTHERN TRUST CORP	0.09%	3.01M	236.66M	-36.81K	-1.21%
Dec 31, 2025	FMR LLC	0.09%	3.14M	247.18M	-448.63K	-12.49%
Dec 31, 2025	PARALLAX VOLATILITY ADVISERS, L.P.	0.01%	316K	24.86M	170K	+116.44%
Dec 31, 2025	BLACKROCK, INC.	0.08%	2.65M	208.29M	-245.27K	-8.48%
Dec 31, 2025	US BANCORP \DE\	0%	165.95K	13.06M	14.95K	+9.90%
Dec 31, 2025	AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC	0%	166.92K	13.13M	0	0
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0%	166.93K	13.13B	3.94K	+2.42%
Dec 31, 2025	MARSHALL WACE, LLP	0%	169.07K	13.3M	169.07K	+100.00%
Dec 31, 2025	HRT FINANCIAL LP	0.01%	176.36K	13.87M	176.36K	+100.00%
Dec 31, 2025	CWM, LLC	0.01%	182.88K	14.39M	60.17K	+49.03%
Dec 31, 2025	PROMETHOS CAPITAL, LLC	0.01%	199.43K	15.69M	-9.38K	-4.49%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.02%	715.73K	56.31M	613.07K	+597.19%
Dec 31, 2025	M&T BANK CORP	0%	120.3K	9.46M	57	+0.05%
Dec 31, 2025	STIFEL FINANCIAL CORP	0%	122.01K	9.6M	5.64K	+4.85%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0%	123.37K	9.71M	13.44K	+12.23%
Dec 31, 2025	PEAK6 LLC	0%	132.5K	10.42M	75.6K	+132.86%
Dec 31, 2025	FORESIGHT GLOBAL INVESTORS, INC.	0.01%	293.36K	23.08M	112.88K	+62.55%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	133.75K	10.52M	33.57K	+33.51%
Dec 31, 2025	MERITAGE PORTFOLIO MANAGEMENT	0.01%	295.7K	23.26M	-3.81K	-1.27%
Dec 31, 2025	SANDERS CAPITAL, LLC	0.08%	2.89M	227.16M	-82.54K	-2.78%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.17%	5.92M	465.47M	-313.8K	-5.04%
Dec 31, 2025	MORGAN STANLEY	0.22%	7.48M	588.76M	993.47K	+15.31%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.3%	10.36M	815.21M	-213.3K	-2.02%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.51%	17.8M	1.4B	402.29K	+2.31%
Dec 31, 2025	CITADEL ADVISORS LLC	0.01%	290K	22.81M	-78.3K	-21.26%
Dec 31, 2025	CONTRARIAN CAPITAL MANAGEMENT, L.L.C.	0.04%	1.27M	99.57M	0	0
Dec 31, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.04%	1.44M	113.58M	627.86K	+76.96%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.07%	2.26M	177.93M	193.89K	+9.38%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.01%	348.99K	27.46M	126.08K	+56.56%
Dec 31, 2025	JPMORGAN CHASE & CO	0.01%	354.05K	27.85M	36.54K	+11.51%
Dec 31, 2025	UBS GROUP AG	0.01%	356.83K	28.07M	55.72K	+18.50%
Dec 31, 2025	ABC ARBITRAGE SA	0.01%	360.33K	28.35M	116.16K	+47.57%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	361.3K	28.42M	133.38K	+58.52%
Dec 31, 2025	LPL FINANCIAL LLC	0.01%	384.04K	30.21M	43.99K	+12.94%
Dec 31, 2025	NATIXIS ADVISORS, L.P.	0.01%	407.13K	32.03M	-24.59K	-5.70%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.01%	435.06K	34.23M	72.71K	+20.06%
Dec 31, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	466.8K	36.72M	-13.34K	-2.78%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	470.51K	37.02M	79.38K	+20.30%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	485.47K	38.19M	65.24K	+15.53%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.01%	493.61K	38.83M	-78.1K	-13.66%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.02%	529.39K	41.65M	343.75K	+185.17%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.02%	555.71K	43.73M	100.63K	+22.11%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.02%	590.66K	46.47M	52.43K	+9.74%
Dec 31, 2025	CREATIVE PLANNING	0.01%	318.18K	25.03M	3.79K	+1.21%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.01%	319.91K	25.17M	-29.34K	-8.40%
Dec 31, 2025	JANE STREET GROUP, LLC	0.01%	283.2K	22.28M	-3.7K	-1.29%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.01%	266.45K	20.96M	805	+0.30%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	295.06K	23.21M	45.82K	+18.38%
Sep 30, 2025	CERITY PARTNERS LLC	0%	108.04K	7.67M	9.33K	+9.45%
Sep 30, 2025	HENNESSY ADVISORS INC	0%	106.4K	7.55M	-1.7K	-1.57%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0%	102.66K	7.29B	-185.57K	-64.38%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	100.18K	7.11M	-117.33K	-53.94%
Sep 30, 2025	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.01%	335.75K	23.83M	29.63K	+9.68%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.01%	260.68K	18.5M	-10.33K	-3.81%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.01%	490.92K	34.85M	-160.3K	-24.62%
Sep 30, 2025	SANDERS CAPITAL, LLC	0.09%	2.97M	210.81M	-1.62K	-0.05%
Sep 30, 2025	PROMETHOS CAPITAL, LLC	0.01%	208.81K	14.59M	16.25K	+8.44%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.01%	222.92K	15.82M	130.44K	+141.05%
Sep 30, 2025	NORTHERN TRUST CORP	0.09%	3.05M	216.14M	136.34K	+4.69%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	1.13M	80.12M	316.5K	+38.97%
Sep 30, 2025	BLACKROCK, INC.	0.08%	2.89M	205.34M	-50.92K	-1.73%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	2.07M	146.77M	-42.78K	-2.03%
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	480.14K	34.08M	-22.84K	-4.54%
Sep 30, 2025	ETHIC INC.	0%	151.07K	10.72M	685	+0.46%
Sep 30, 2025	WOLVERINE TRADING, LLC	0%	160.2K	11.29M	160.2K	+100.00%
Sep 30, 2025	JANNEY CAPITAL MANAGEMENT LLC	0.01%	224.89K	15.96M	-3.38K	-1.48%
Sep 30, 2025	GUNDERSON CAPITAL MANAGEMENT INC.	0%	161.91K	11.49M	-6.21K	-3.69%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0%	162.99K	11.57M	3.83K	+2.41%
Sep 30, 2025	AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC	0%	166.92K	11.85M	0	0
Sep 30, 2025	FORESIGHT GLOBAL INVESTORS, INC.	0.01%	180.48K	12.81M	180.48K	+100.00%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	249.24K	17.69M	94.86K	+61.44%
Sep 30, 2025	MERITAGE PORTFOLIO MANAGEMENT	0.01%	299.51K	21.26M	3.86K	+1.30%
Sep 30, 2025	CREATIVE PLANNING	0.01%	314.38K	22.31M	1.31K	+0.42%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	455.09K	32.3M	117.04K	+34.62%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.01%	431.72K	30.64M	45.4K	+11.75%
Sep 30, 2025	CAPITAL FUND MANAGEMENT S.A.	0.01%	329.54K	23.39M	30.75K	+10.29%
Sep 30, 2025	UBS GROUP AG	0.01%	301.11K	21.37M	-719.79K	-70.51%
Sep 30, 2025	1832 ASSET MANAGEMENT L.P.	0.01%	298K	21.15M	-5.5K	-1.81%
Sep 30, 2025	BARCLAYS PLC	0.01%	233.8K	16.6M	-275K	-54.05%
Sep 30, 2025	STIFEL FINANCIAL CORP	0%	116.37K	8.26M	-2.11K	-1.78%
Sep 30, 2025	JANE STREET GROUP, LLC	0.01%	286.9K	20.36M	-39.3K	-12.05%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.01%	265.64K	18.86M	24K	+9.93%
Sep 30, 2025	ROYAL BANK OF CANADA	0.03%	1.17M	83.2M	-80.49K	-6.42%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.5%	17.4M	1.23B	355.09K	+2.08%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	227.92K	16.18M	-137.65K	-37.65%
Sep 30, 2025	MARINER, LLC	0.01%	199.38K	14.15M	2.12K	+1.08%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	197.93K	14.05M	-18.35K	-8.49%
Sep 30, 2025	ABC ARBITRAGE SA	0.01%	244.17K	17.33M	73.39K	+42.97%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.01%	349.24K	24.79M	61.18K	+21.24%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.01%	362.36K	25.72M	72.6K	+25.05%
Sep 30, 2025	CITADEL ADVISORS LLC	0.01%	368.3K	26.14M	-90.3K	-19.69%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	391.13K	27.76M	111.69K	+39.97%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	420.23K	29.83M	69.6K	+19.85%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.18%	6.23M	442.24M	624.78K	+11.15%
Sep 30, 2025	CONTRARIAN CAPITAL MANAGEMENT, L.L.C.	0.04%	1.27M	89.84M	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	317.51K	22.54M	-184.69K	-36.78%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.01%	238.08K	16.9M	28.42K	+13.55%
Sep 30, 2025	LPL FINANCIAL LLC	0.01%	340.05K	24.14M	40.21K	+13.41%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.02%	538.24K	38.2M	68.58K	+14.60%
Sep 30, 2025	CWM, LLC	0%	122.71K	8.71M	-6.39K	-4.95%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.02%	571.71K	40.58M	-117.54K	-17.05%
Sep 30, 2025	AMJ FINANCIAL WEALTH MANAGEMENT	0%	118.84K	8.44M	56.62K	+91.02%
Sep 30, 2025	US BANCORP \DE\	0%	151K	10.72M	41K	+37.27%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0%	140.35K	9.96M	7.54K	+5.67%
Sep 30, 2025	SEI INVESTMENTS CO	0%	133.25K	9.46M	7.48K	+5.95%
Sep 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	124.84K	8.86M	7.2K	+6.12%
Sep 30, 2025	COOKSON PEIRCE & CO INC	0.02%	623.97K	44.29M	-22.76K	-3.52%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.02%	815.86K	57.91M	815.86K	+100.00%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.3%	10.58M	750.66M	185.07K	+1.78%
Sep 30, 2025	FMR LLC	0.1%	3.59M	254.86M	230.98K	+6.88%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.04%	1.31M	93.11M	168.44K	+14.73%
Sep 30, 2025	MORGAN STANLEY	0.19%	6.49M	460.69M	200.84K	+3.19%
Sep 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.01%	225.32K	15.99M	-168.24K	-42.75%
Jun 30, 2025	TWIN TREE MANAGEMENT, LP	0%	162.8K	9.9M	162.8K	+100.00%
Jun 30, 2025	CONTRARIAN CAPITAL MANAGEMENT, L.L.C.	0.01%	1.27M	76.94M	0	0
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	651.22K	39.59M	256.6K	+65.02%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	2.11M	128.3M	-375.87K	-15.12%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0%	689.25K	41.9M	-116.88K	-14.50%
Jun 30, 2025	BARCLAYS PLC	0%	508.8K	30.93M	508.8K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	338.05K	20.55M	4.07K	+1.22%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	326.2K	19.83M	-661.7K	-66.98%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	502.2K	30.53M	309.74K	+160.93%
Jun 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0%	393.56K	23.92M	27.32K	+7.46%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0%	362.7K	22.05M	362.7K	+100.00%
Jun 30, 2025	UBS GROUP AG	0%	285.4K	17.35M	89.9K	+45.98%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0%	209.67K	12.75M	133.59K	+175.60%
Jun 30, 2025	BLACKROCK, INC.	0.02%	2.94M	178.96M	54.12K	+1.87%
Jun 30, 2025	NORTHERN TRUST CORP	0.02%	2.91M	176.83M	35.7K	+1.24%
Jun 30, 2025	CREATIVE PLANNING	0%	313.07K	19.03M	14.37K	+4.81%
Jun 30, 2025	LPL FINANCIAL LLC	0%	299.84K	18.23M	66.19K	+28.33%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0%	289.76K	17.61M	15.39K	+5.61%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0%	288.23K	17.52M	-99.72K	-25.70%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0%	288.06K	17.51M	10.63K	+3.83%
Jun 30, 2025	FRANKLIN RESOURCES INC	0%	271.01K	16.47M	-24.88K	-8.41%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	217.51K	13.22M	101.77K	+87.93%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0%	216.28K	13.15M	7.56K	+3.62%
Jun 30, 2025	MORGAN STANLEY	0.04%	6.29M	382.34B	-202.18K	-3.11%
Jun 30, 2025	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0%	306.12K	18.61M	-19.96K	-6.12%
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	0%	303.5K	18.45M	0	0
Jun 30, 2025	MARINER, LLC	0%	197.26K	11.99M	15.15K	+8.32%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0%	159.15K	9.67M	-6.04K	-3.66%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0%	154.38K	9.38B	54.43K	+54.46%
Jun 30, 2025	ETHIC INC.	0%	150.39K	9.15M	-20.37K	-11.93%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0%	132.82K	8.07M	-4.98K	-3.61%
Jun 30, 2025	M&T BANK CORP	0%	119.76K	7.28M	2.75K	+2.35%
Jun 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	117.64K	7.15M	8.93K	+8.22%
Jun 30, 2025	HENNESSY ADVISORS INC	0%	108.1K	6.57M	0	0
Jun 30, 2025	MANATUCK HILL PARTNERS, LLC	0%	107.45K	6.53M	0	0
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	103.09K	6.26M	85.03K	+470.77%
Jun 30, 2025	CERITY PARTNERS LLC	0%	98.71K	6M	2.94K	+3.07%
Jun 30, 2025	QUADRANT CAPITAL GROUP LLC	0%	96.27K	5.85M	-19.76K	-17.03%
Jun 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0%	90.45K	5.5M	77.13K	+579.02%
Jun 30, 2025	NAVITER WEALTH, LLC	0%	84.07K	5.11M	2.56K	+3.14%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0%	83.7K	5.09M	23.96K	+40.12%
Jun 30, 2025	VIDENT ADVISORY, LLC	0%	76.51K	4.65M	7.95K	+11.59%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0%	71.32K	2.77M	33.82K	+90.20%
Jun 30, 2025	CALLAN FAMILY OFFICE, LLC	0%	69.11K	4.2M	50.24K	+266.12%
Jun 30, 2025	SIH PARTNERS, LLLP	0%	69.1K	4.2M	0	0
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.1%	17.04M	1.04B	1.43M	+9.16%
Jun 30, 2025	COOKSON PEIRCE & CO INC	0%	646.72K	39.31M	-17.03K	-2.57%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	1.25M	76.15M	205.26K	+19.60%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.01%	1.14M	69.51M	121.15K	+11.85%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	812.2K	49.37M	0	0
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	350.63K	21.31M	51.17K	+17.09%
Jun 30, 2025	CAPITAL FUND MANAGEMENT S.A.	0%	298.78K	18.16M	243.64K	+441.81%
Jun 30, 2025	MERITAGE PORTFOLIO MANAGEMENT	0%	295.65K	17.97M	-14.7K	-4.74%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	279.44K	16.99M	5.69K	+2.08%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0%	241.64K	14.69M	22.7K	+10.37%
Jun 30, 2025		0%	170.78K	10.38M	120.11K	+237.05%
Jun 30, 2025	AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC	0%	166.92K	10.15M	0	0
Jun 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0%	502.97K	30.58M	8.35K	+1.69%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	469.66K	28.55M	-12.17K	-2.53%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0%	386.31K	23.48M	-6.25K	-1.59%
Jun 30, 2025	JANNEY CAPITAL MANAGEMENT LLC	0%	228.27K	13.88M	-4.23K	-1.82%
Jun 30, 2025	PROMETHOS CAPITAL, LLC	0%	192.56K	11.71M	11.6K	+6.41%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	365.57K	22.22M	98.05K	+36.65%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.06%	10.39M	631.64M	4.34K	+0.04%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.03%	5.61M	340.77B	879.35K	+18.61%
Jun 30, 2025	FMR LLC	0.02%	3.36M	204.23M	269.95K	+8.74%
Jun 30, 2025	SANDERS CAPITAL, LLC	0.02%	2.97M	180.65M	2.91K	+0.10%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	217.38K	13.21B	99.76K	+84.82%
Jun 30, 2025	GUNDERSON CAPITAL MANAGEMENT INC.	0%	168.12K	10.22M	-11.01K	-6.15%
Jun 30, 2025	ABC ARBITRAGE SA	0%	170.78K	10.38M	120.11K	+237.05%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	267.52K	15.36M	-8.51K	-3.08%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0%	277.43K	15.93M	-70.14K	-20.18%
Mar 31, 2025	CREATIVE PLANNING	0%	298.71K	17.15M	30.51K	+11.38%
Mar 31, 2025	1832 ASSET MANAGEMENT L.P.	0%	303.5K	17.43M	303.5K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0%	333.98K	19.18M	-26.21K	-7.28%
Mar 31, 2025	PARALLAX VOLATILITY ADVISERS, L.P.	0%	462.5K	26.56M	204.3K	+79.12%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	2.49M	142.8M	-551.41K	-18.15%
Mar 31, 2025	NORTHERN TRUST CORP	0.02%	2.87M	165M	91.79K	+3.30%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.03%	4.73M	271.44M	53.07K	+1.14%
Mar 31, 2025	BLACKROCK, INC.	0.02%	2.89M	165.96M	268.3K	+10.23%
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	1.05M	60.16M	136.72K	+15.01%
Mar 31, 2025	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0%	326.08K	18.73M	28.67K	+9.64%
Mar 31, 2025	CONTRARIAN CAPITAL MANAGEMENT, L.L.C.	0.01%	1.27M	72.69M	1.02M	+425.44%
Mar 31, 2025	GQG PARTNERS LLC	0%	181.72K	10.44M	8.81K	+5.09%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	192.46K	11.05M	90.26K	+88.31%
Mar 31, 2025	JANNEY CAPITAL MANAGEMENT LLC	0%	232.5K	13.35M	44.35K	+23.57%
Mar 31, 2025	GUNDERSON CAPITAL MANAGEMENT INC.	0%	179.12K	10.29M	179.12K	+100.00%
Mar 31, 2025	PROMETHOS CAPITAL, LLC	0%	180.96K	10.39M	20.71K	+12.92%
Mar 31, 2025	MARINER, LLC	0%	182.11K	10.46M	-4.88K	-2.61%
Mar 31, 2025	SQUAREPOINT OPS LLC	0%	242.7K	13.94M	200K	+468.38%
Mar 31, 2025	QRG CAPITAL MANAGEMENT, INC.	0%	366.25K	21.03M	19.58K	+5.65%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0%	387.41K	22.25M	375.53K	+3,160.74%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0%	387.95K	22.28M	341.19K	+729.56%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0%	392.56K	22.55M	-2.79K	-0.71%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0%	218.95K	12.57M	54.97K	+33.52%
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0%	274.37K	15.76M	50.49K	+22.55%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	299.46K	17.2M	38.33K	+14.68%
Mar 31, 2025	JANE STREET GROUP, LLC	0.01%	987.9K	56.74M	933.4K	+1,712.66%
Mar 31, 2025	SANDERS CAPITAL, LLC	0.02%	2.97M	170.49M	-12.4K	-0.42%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0%	208.72K	11.99M	24.98K	+13.60%
Mar 31, 2025	UBS GROUP AG	0%	195.5K	11.23M	-18.7K	-8.73%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	481.83K	27.67M	79.87K	+19.87%
Mar 31, 2025	FMR LLC	0.02%	3.09M	177.44M	206.48K	+7.16%
Mar 31, 2025	MERITAGE PORTFOLIO MANAGEMENT	0%	310.35K	17.82M	-8.48K	-2.66%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.09%	15.61M	896.63M	15.61M	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	273.75K	15.72M	-16.14K	-5.57%
Mar 31, 2025	FRANKLIN RESOURCES INC	0%	295.89K	16.99M	-101.52K	-25.55%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	394.62K	22.66M	278.61K	+240.15%
Mar 31, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0%	494.62K	28.41M	-20.02K	-3.89%
Mar 31, 2025	COOKSON PEIRCE & CO INC	0%	663.76K	38.12M	-14.67K	-2.16%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0%	806.13K	46.3M	753.85K	+1,441.95%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.01%	1.02M	58.71M	85.17K	+9.09%
Mar 31, 2025	MORGAN STANLEY	0.04%	6.49M	372.82M	-19.36K	-0.30%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.06%	10.39M	596.48M	-246.1K	-2.31%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	194.6K	11.18M	-118K	-37.75%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.01%	1.04M	59.64M	957.57K	+1,184.64%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0%	201.54K	11.67M	31.83K	+18.75%
Mar 31, 2025	LPL FINANCIAL LLC	0%	233.65K	13.42M	80.13K	+52.20%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0%	152.5K	6M	93.6K	+158.91%
Mar 31, 2024	JANE STREET GROUP, LLC	0.02%	620.05K	24.41M	-193.62K	-23.80%
Mar 31, 2024	COOKSON PEIRCE & CO INC	0.02%	603.39K	23.75M	-6.07K	-1.00%
Mar 31, 2024	FMR LLC	0.02%	775.24K	30.51M	94.66K	+13.91%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.02%	813.06K	32M	37.15K	+4.79%
Mar 31, 2024	ROYAL BANK OF CANADA	0.02%	874.61K	34.42M	-45.56K	-4.95%
Mar 31, 2024	SANDERS CAPITAL, LLC	0.08%	2.99M	117.56M	2.89M	+3,041.37%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.29%	11.4M	448.86M	-217.29K	-1.87%
Mar 31, 2024	CREATIVE PLANNING	0%	165.91K	6.53M	9.61K	+6.15%
Mar 31, 2024	RENAISSANCE GROUP LLC	0%	160.22K	6.31M	-118	-0.07%
Mar 31, 2024	CWM, LLC	0%	167.45K	6.59M	-10.38K	-5.84%
Mar 31, 2024	ETHIC INC.	0%	160.9K	6.33M	91.82K	+132.93%
Mar 31, 2024	PROMETHOS CAPITAL, LLC	0%	163.23K	6.42M	11.17K	+7.35%
Mar 31, 2024	NAVITER WEALTH, LLC	0%	86.4K	3.53M	20.86K	+31.82%
Mar 31, 2024	CERITY PARTNERS LLC	0%	89.14K	3.51M	43.15K	+93.85%
Mar 31, 2024	US BANCORP \DE\	0%	92.56K	3.64M	-2.9K	-3.04%
Mar 31, 2024	LPL FINANCIAL LLC	0%	93.83K	3.69M	-515	-0.55%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL SECURITIES, LTD.	0%	112.58K	4.43M	112.58K	+100.00%
Mar 31, 2024	SEI INVESTMENTS CO	0%	112.97K	4.45B	2.64K	+2.39%
Mar 31, 2024	M&T BANK CORP	0%	112.99K	4.45M	-7.27K	-6.05%
Mar 31, 2024	INSIGHT FOLIOS INC	0%	116.6K	4.59M	116.6K	+100.00%
Mar 31, 2024	RAMIREZ ASSET MANAGEMENT, INC.	0%	121.25K	4.77M	1.32K	+1.10%
Mar 31, 2024	STAMOS CAPITAL PARTNERS, L.P.	0%	125.97K	4.96M	113.17K	+884.14%
Mar 31, 2024	Y-INTERCEPT (HONG KONG) LTD	0%	126.32K	4.97M	24.79K	+24.41%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0%	128.27K	5.05M	-17.07K	-11.74%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0%	130.06K	5.12M	8.62K	+7.10%
Mar 31, 2024	UBS GROUP AG	0%	131.3K	5.17M	2.4K	+1.86%
Mar 31, 2024	PEAK6 INVESTMENTS LLC	0%	131.5K	5.18M	-193.7K	-59.56%
Mar 31, 2024	HENNESSY ADVISORS INC	0%	132.4K	5.21M	-10.4K	-7.28%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0%	139.71K	5.54M	34.42K	+32.70%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	140.67K	5.54M	35.96K	+34.34%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0%	141K	5.55M	26.68K	+23.34%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.14%	5.4M	212.63M	476.48K	+9.67%
Mar 31, 2024	MORGAN STANLEY	0.16%	6.15M	242.22M	-42.94K	-0.69%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0%	147.79K	5.83M	2.9K	+2.00%
Mar 31, 2024	MARINER, LLC	0%	141.9K	5.59M	2.32K	+1.67%
Mar 31, 2024	PARALLAX VOLATILITY ADVISERS, L.P.	0%	186.5K	7.34M	145.1K	+350.48%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0%	188.61K	7.49M	-35.58K	-15.87%
Mar 31, 2024	CITADEL ADVISORS LLC	0.01%	209.21K	8.23M	-522.93K	-71.42%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.01%	505.14K	19.88M	-142.05K	-21.95%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.01%	545.14K	21.46M	-626.62K	-53.48%
Mar 31, 2024	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.03%	1M	39.53M	-181.94K	-15.34%
Mar 31, 2024	CITIGROUP INC	0.04%	1.48M	58.18M	8.99K	+0.61%
Mar 31, 2024	NORTHERN TRUST CORP	0.05%	1.91M	75.2M	-16.59K	-0.86%
Mar 31, 2024	GROUPAMA ASSET MANAGMENT	0.05%	1.89M	14.8M	1.89M	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.09%	3.6M	141.67M	65.49K	+1.85%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0%	144.25K	5.68M	-11.86K	-7.60%
Mar 31, 2024	AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC	0%	166.92K	6.57M	0	0
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	176.35K	6.94M	39.34K	+28.72%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	244.6K	9.63M	-791K	-76.38%
Mar 31, 2024	MERITAGE PORTFOLIO MANAGEMENT	0.01%	237.57K	9.35M	-10.06K	-4.06%
Mar 31, 2024	WALLEYE CAPITAL LLC	0.01%	237.9K	9.36M	-213.8K	-47.33%
Mar 31, 2024	QRG CAPITAL MANAGEMENT, INC.	0.01%	254.63K	10.02M	3.12K	+1.24%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	281.24K	11.07M	-260.48K	-48.08%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.01%	344.65K	13.57M	-301.81K	-46.69%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.01%	352.09K	13.86M	12.31K	+3.62%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.01%	338.81K	13.34M	-234.83K	-40.94%
Mar 31, 2024	WALLEYE TRADING LLC	0.01%	354.1K	13.94M	-341.1K	-49.07%
Mar 31, 2024	TWIN TREE MANAGEMENT, LP	0.01%	421.7K	16.6M	421.7K	+100.00%
Mar 31, 2024	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	439.32K	17.29M	-28.29K	-6.05%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.01%	460.7K	18.13M	381.99K	+485.32%
Mar 31, 2024	BLACKROCK INC.	0.06%	2.14M	84.34M	3.08K	+0.14%
Dec 31, 2023	FMR LLC	0.02%	680.58K	27.59M	-17.18K	-2.46%
Dec 31, 2023	HENNESSY ADVISORS INC	0%	142.8K	5.79M	-8.2K	-5.43%
Dec 31, 2023	NOMURA HOLDINGS INC	0.03%	1.08M	43.66M	1.08M	+100.00%
Dec 31, 2023	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.03%	1.1M	44.8M	44.65K	+4.21%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.03%	1.17M	47.5M	-253.48K	-17.78%
Dec 31, 2023	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.03%	1.19M	48.09M	343.45K	+40.75%
Dec 31, 2023	CITIGROUP INC	0.04%	1.47M	59.56M	2.26K	+0.15%
Dec 31, 2023	NORTHERN TRUST CORP	0.05%	1.93M	78.13M	98.76K	+5.40%
Dec 31, 2023	BLACKROCK INC.	0.06%	2.14M	86.75M	102.92K	+5.05%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.06%	2.26M	91.64M	-668.43K	-22.82%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.09%	3.53M	143.26M	-85.84K	-2.37%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.13%	4.93M	199.69M	634.54K	+14.79%
Dec 31, 2023	MORGAN STANLEY	0.16%	6.2M	251.22M	-2.18M	-26.00%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.3%	11.62M	471.13M	376.64K	+3.35%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0%	144.89K	5.87M	5.66K	+4.06%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0%	145.34K	5.89M	3.36K	+2.36%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0%	156.11K	6.33M	51.64K	+49.42%
Dec 31, 2023	CREATIVE PLANNING	0%	156.3K	6.34M	22.38K	+16.71%
Dec 31, 2023	RENAISSANCE GROUP LLC	0%	160.33K	6.5M	-3.7K	-2.25%
Dec 31, 2023	AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC	0%	166.92K	6.77M	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0%	174.37K	7.07M	-53.23K	-23.39%
Dec 31, 2023	CWM, LLC	0%	177.84K	7.21M	172.92K	+3,518.21%
Dec 31, 2023	ROYAL BANK OF CANADA	0%	146.8K	5.95M	40K	+37.45%
Dec 31, 2023	APG ASSET MANAGEMENT N.V.	0.01%	204.3K	7.5M	25.1K	+14.01%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.01%	216.1K	8.76M	216.1K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.01%	224.2K	9.1M	-204.77K	-47.74%
Dec 31, 2023	MERITAGE PORTFOLIO MANAGEMENT	0.01%	247.63K	10.04M	16.02K	+6.91%
Dec 31, 2023		0%	152.06K	6.16M	152.06K	+100.00%
Dec 31, 2023	WALLEYE TRADING LLC	0.02%	695.2K	28.18M	187.7K	+36.99%
Dec 31, 2023	PEAK6 INVESTMENTS LLC	0%	166K	6.73M	31.8K	+23.70%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.01%	339.78K	13.77M	16.73K	+5.18%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.01%	343.8K	13.94M	149.9K	+77.31%
Dec 31, 2023	WALLEYE CAPITAL LLC	0.01%	393.3K	15.94M	57.2K	+17.02%
Dec 31, 2023	CITADEL ADVISORS LLC	0.01%	467K	18.93M	98.2K	+26.63%
Dec 31, 2023	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	467.61K	18.96M	-14.82K	-3.07%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	541.72K	21.96M	459.63K	+559.92%
Dec 31, 2023	NATIXIS ADVISORS, L.P.	0.01%	573.64K	23.26M	-49.01K	-7.87%
Dec 31, 2023	COOKSON PEIRCE & CO INC	0.02%	609.47K	24.71M	-9.39K	-1.52%
Dec 31, 2023	FIL LTD	0.02%	610.22K	24.74M	-61.23K	-9.12%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.02%	646.46K	26.21M	-106.7K	-14.17%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.02%	775.91K	31.46M	77.66K	+11.12%
Dec 31, 2023	JANE STREET GROUP, LLC	0.02%	813.67K	32.99M	-1.45M	-64.08%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.02%	647.19K	26.24M	31.61K	+5.13%

Insiders

Among the HSBC insiders holding of N/A of the stake in company, PALOMAKI DANIEL SCOTT, Global Financial Controller, holds the largest shares of 4.97K. BINGHAM JONATHAN, Global Financial Controller, is the second largest HSBC insider with ownership of 1.79K shares. , , stands third with possession of - shares of that stake.

Insiders	Designation	Shares Held
PALOMAKI DANIEL SCOTT	Global Financial Controller	4.97K
BINGHAM JONATHAN	Global Financial Controller	1.79K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 07, 2026	PALOMAKI DANIEL SCOTT	SALE	18.11	23.12K	418.67K	4.97K
Mar 27, 2026	BINGHAM JONATHAN	PURCHASE	15.81	13	205.49	1.79K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE131

SALES23.12K1

NET SHARES-23.11K0

SHARES HELD6.76K2

% NET SHARES-441.91%-100%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.2

Short Percent Of FloatN/A

Shares Outstanding3.80B

Shares Float18.75B

Shares Short7.68M

Short RatioN/A

N/A

Short % of Float

0.2%

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

N/A Percentage of Shares held by All Insiders

2.27% Percentage of Shares held by All Institutions

2.27% Percentage of Float held by Institutions

600

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	ROYAL BANK OF CANADA	0.04%	1.3M	107.58M	192.13K	+17.28%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	0.05%	1.67M	137.57M	227.44K	+15.79%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.07%	2.39M	196.81M	124.2K	+5.49%
Mar 31, 2026	BLACKROCK, INC.	0.07%	2.56M	211.49M	-83.82K	-3.17%
Mar 31, 2026	SANDERS CAPITAL, LLC	0.08%	2.81M	231.55M	-80.44K	-2.79%
Mar 31, 2026	NORTHERN TRUST CORP	0.09%	3.05M	251.39M	39.16K	+1.30%
Mar 31, 2026	FMR LLC	0.11%	3.78M	311.54M	634.67K	+20.20%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.13%	4.63M	381.96M	-1.29M	-21.74%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.01%	500.51K	41.29M	6.89K	+1.40%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.02%	524.12K	43.23M	417.5K	+391.57%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.02%	525.78K	43.37M	90.71K	+20.85%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.02%	551.18K	45.41M	-4.54K	-0.82%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.02%	579.61K	47.81M	94.14K	+19.39%
Mar 31, 2026	COOKSON PEIRCE & CO INC	0.02%	593.88K	48.99M	-20.08K	-3.27%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.01%	242.76K	20.03M	217.04K	+843.68%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.01%	464.65K	38.33M	-5.86K	-1.25%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.01%	469.12K	38.7M	120.13K	+34.42%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.01%	210.57K	17.37M	-50.33K	-19.29%
Mar 31, 2026	FORESIGHT GLOBAL INVESTORS, INC.	0.01%	211.1K	17.41M	-82.26K	-28.04%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.01%	336.94K	27.79M	190.57K	+130.19%
Mar 31, 2026	MARSHALL WACE, LLP	0.01%	338.41K	27.92M	169.35K	+100.17%
Mar 31, 2026	JPMORGAN CHASE & CO	0.01%	481.75K	38.23M	127.7K	+36.07%
Mar 31, 2026	M&T BANK CORP	0%	115.37K	9.52M	-4.93K	-4.10%
Mar 31, 2026	WALLEYE TRADING LLC	0%	115.7K	9.54M	-60.4K	-34.30%
Mar 31, 2026	QRG CAPITAL MANAGEMENT, INC.	0.01%	233.19K	19.24M	8.97K	+4.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.01%	255.49K	21.08M	-10.96K	-4.11%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	258.48K	21.32M	228.04K	+749.19%
Mar 31, 2026	ABC ARBITRAGE SA	0.01%	283.1K	23.35M	-77.24K	-21.43%
Mar 31, 2026	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	129.49K	10.68M	-1.36K	-1.04%
Mar 31, 2026	TREDJE AP-FONDEN	0%	133.89K	11.04M	47.02K	+54.13%
Mar 31, 2026	SG AMERICAS SECURITIES, LLC	0%	137.93K	11.38M	-7.34K	-5.05%
Mar 31, 2026	SEI INVESTMENTS CO	0%	142.23K	11.73M	4.45K	+3.23%
Mar 31, 2026	ETHIC INC.	0%	158.7K	13.09M	4.1K	+2.65%
Mar 31, 2026	AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC	0%	166.92K	13.77M	0	0
Mar 31, 2026	CWM, LLC	0.01%	173.24K	14.29M	-9.64K	-5.27%
Mar 31, 2026	RITHOLTZ WEALTH MANAGEMENT	0.01%	174.77K	14.42M	14.01K	+8.72%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.01%	176.24K	14.63M	9.31K	+5.58%
Mar 31, 2026	PROMETHOS CAPITAL, LLC	0.01%	199.09K	16.42M	-340	-0.17%
Mar 31, 2026	BECK BODE, LLC	0.01%	204.93K	16.9M	204.93K	+100.00%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.01%	314.82K	25.97M	-5.09K	-1.59%
Mar 31, 2026	CREATIVE PLANNING	0.01%	316.68K	26.12M	-1.5K	-0.47%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.01%	328.63K	27.11M	33.57K	+11.38%
Mar 31, 2026	LPL FINANCIAL LLC	0.01%	377.37K	31.13M	-6.67K	-1.74%
Mar 31, 2026	NATIXIS ADVISORS, L.P.	0.01%	406.8K	33.56M	-327	-0.08%
Mar 31, 2026	CITIGROUP INC	0.01%	415.11K	34.24M	392.4K	+1,728.35%
Mar 31, 2026	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	444.48K	36.66M	-22.33K	-4.78%
Mar 31, 2026	MORGAN STANLEY	0.22%	7.66M	631.75M	174.61K	+2.33%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	0.29%	9.97M	822.61M	-390.13K	-3.76%
Mar 31, 2026	FISHER ASSET MANAGEMENT, LLC	0.52%	18.2M	1.5B	402.05K	+2.26%
Mar 31, 2026	CAPITAL FUND MANAGEMENT S.A.	0.01%	216.96K	17.9M	-48.51K	-18.27%
Mar 31, 2026	JANE STREET GROUP, LLC	0.01%	218.2K	18M	161.3K	+283.48%
Mar 31, 2026	MARINER, LLC	0.01%	218.89K	18.04M	13.71K	+6.68%
Mar 31, 2026	1832 ASSET MANAGEMENT L.P.	0.01%	291.68K	24.06M	-6.67K	-2.23%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.01%	305.34K	25.19M	171.59K	+128.30%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.01%	310.37K	25.6M	-219.02K	-41.37%
Mar 31, 2026	CONTRARIAN CAPITAL MANAGEMENT, L.L.C.	0.01%	481.06K	39.68M	-784.59K	-61.99%
Mar 31, 2026	UBS GROUP AG	0.02%	608.19K	50.17M	251.36K	+70.44%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.02%	633.81K	52.28M	43.15K	+7.30%
Mar 31, 2026	CITADEL ADVISORS LLC	0.02%	715.7K	59.04M	-115.6K	-13.91%
Mar 31, 2026	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.03%	936.57K	77.26M	220.84K	+30.86%
Mar 31, 2026	CLEARBRIDGE INVESTMENTS, LLC	0.04%	1.54M	127.02M	96.09K	+6.66%
Dec 31, 2025	1832 ASSET MANAGEMENT L.P.	0.01%	298.35K	23.47M	350	+0.12%
Dec 31, 2025	TUDOR INVESTMENT CORP ET AL	0.01%	182K	14.32M	59.6K	+48.69%
Dec 31, 2025	SEI INVESTMENTS CO	0%	137.78K	10.84M	4.53K	+3.40%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0%	145.26K	11.43M	142.15K	+4,566.30%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0%	146.38K	11.52M	-91.71K	-38.52%
Dec 31, 2025	ETHIC INC.	0%	154.6K	12.16M	3.53K	+2.34%
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0%	160.76K	12.65M	20.41K	+14.54%
Dec 31, 2025	ROYAL BANK OF CANADA	0.03%	1.11M	87.49M	-60.17K	-5.13%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	960.7K	75.58M	-168K	-14.88%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	203.76K	16.03M	5.83K	+2.95%
Dec 31, 2025	MARINER, LLC	0.01%	205.19K	16.15M	5.81K	+2.91%
Dec 31, 2025	JANNEY CAPITAL MANAGEMENT LLC	0.01%	219.6K	17.28M	-5.3K	-2.35%
Dec 31, 2025	QRG CAPITAL MANAGEMENT, INC.	0.01%	224.22K	17.64M	-1.1K	-0.49%
Dec 31, 2025	BARCLAYS PLC	0.01%	233.8K	18.39M	0	0
Dec 31, 2025	FRANKLIN RESOURCES INC	0.01%	260.9K	20.53M	218	+0.08%
Dec 31, 2025	CAPITAL FUND MANAGEMENT S.A.	0.01%	265.46K	20.88M	-64.07K	-19.44%
Dec 31, 2025	COOKSON PEIRCE & CO INC	0.02%	613.96K	48.3M	-10.01K	-1.60%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.04%	1.44M	113.3M	128.42K	+9.79%
Dec 31, 2025	WALLEYE TRADING LLC	0.01%	176.1K	13.85M	27.7K	+18.67%
Dec 31, 2025	NORTHERN TRUST CORP	0.09%	3.01M	236.66M	-36.81K	-1.21%
Dec 31, 2025	FMR LLC	0.09%	3.14M	247.18M	-448.63K	-12.49%
Dec 31, 2025	PARALLAX VOLATILITY ADVISERS, L.P.	0.01%	316K	24.86M	170K	+116.44%
Dec 31, 2025	BLACKROCK, INC.	0.08%	2.65M	208.29M	-245.27K	-8.48%
Dec 31, 2025	US BANCORP \DE\	0%	165.95K	13.06M	14.95K	+9.90%
Dec 31, 2025	AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC	0%	166.92K	13.13M	0	0
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0%	166.93K	13.13B	3.94K	+2.42%
Dec 31, 2025	MARSHALL WACE, LLP	0%	169.07K	13.3M	169.07K	+100.00%
Dec 31, 2025	HRT FINANCIAL LP	0.01%	176.36K	13.87M	176.36K	+100.00%
Dec 31, 2025	CWM, LLC	0.01%	182.88K	14.39M	60.17K	+49.03%
Dec 31, 2025	PROMETHOS CAPITAL, LLC	0.01%	199.43K	15.69M	-9.38K	-4.49%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.02%	715.73K	56.31M	613.07K	+597.19%
Dec 31, 2025	M&T BANK CORP	0%	120.3K	9.46M	57	+0.05%
Dec 31, 2025	STIFEL FINANCIAL CORP	0%	122.01K	9.6M	5.64K	+4.85%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0%	123.37K	9.71M	13.44K	+12.23%
Dec 31, 2025	PEAK6 LLC	0%	132.5K	10.42M	75.6K	+132.86%
Dec 31, 2025	FORESIGHT GLOBAL INVESTORS, INC.	0.01%	293.36K	23.08M	112.88K	+62.55%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	133.75K	10.52M	33.57K	+33.51%
Dec 31, 2025	MERITAGE PORTFOLIO MANAGEMENT	0.01%	295.7K	23.26M	-3.81K	-1.27%
Dec 31, 2025	SANDERS CAPITAL, LLC	0.08%	2.89M	227.16M	-82.54K	-2.78%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.17%	5.92M	465.47M	-313.8K	-5.04%
Dec 31, 2025	MORGAN STANLEY	0.22%	7.48M	588.76M	993.47K	+15.31%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.3%	10.36M	815.21M	-213.3K	-2.02%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.51%	17.8M	1.4B	402.29K	+2.31%
Dec 31, 2025	CITADEL ADVISORS LLC	0.01%	290K	22.81M	-78.3K	-21.26%
Dec 31, 2025	CONTRARIAN CAPITAL MANAGEMENT, L.L.C.	0.04%	1.27M	99.57M	0	0
Dec 31, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.04%	1.44M	113.58M	627.86K	+76.96%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.07%	2.26M	177.93M	193.89K	+9.38%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.01%	348.99K	27.46M	126.08K	+56.56%
Dec 31, 2025	JPMORGAN CHASE & CO	0.01%	354.05K	27.85M	36.54K	+11.51%
Dec 31, 2025	UBS GROUP AG	0.01%	356.83K	28.07M	55.72K	+18.50%
Dec 31, 2025	ABC ARBITRAGE SA	0.01%	360.33K	28.35M	116.16K	+47.57%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	361.3K	28.42M	133.38K	+58.52%
Dec 31, 2025	LPL FINANCIAL LLC	0.01%	384.04K	30.21M	43.99K	+12.94%
Dec 31, 2025	NATIXIS ADVISORS, L.P.	0.01%	407.13K	32.03M	-24.59K	-5.70%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.01%	435.06K	34.23M	72.71K	+20.06%
Dec 31, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	466.8K	36.72M	-13.34K	-2.78%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	470.51K	37.02M	79.38K	+20.30%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	485.47K	38.19M	65.24K	+15.53%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.01%	493.61K	38.83M	-78.1K	-13.66%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.02%	529.39K	41.65M	343.75K	+185.17%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.02%	555.71K	43.73M	100.63K	+22.11%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.02%	590.66K	46.47M	52.43K	+9.74%
Dec 31, 2025	CREATIVE PLANNING	0.01%	318.18K	25.03M	3.79K	+1.21%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.01%	319.91K	25.17M	-29.34K	-8.40%
Dec 31, 2025	JANE STREET GROUP, LLC	0.01%	283.2K	22.28M	-3.7K	-1.29%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.01%	266.45K	20.96M	805	+0.30%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	295.06K	23.21M	45.82K	+18.38%
Sep 30, 2025	CERITY PARTNERS LLC	0%	108.04K	7.67M	9.33K	+9.45%
Sep 30, 2025	HENNESSY ADVISORS INC	0%	106.4K	7.55M	-1.7K	-1.57%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0%	102.66K	7.29B	-185.57K	-64.38%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	100.18K	7.11M	-117.33K	-53.94%
Sep 30, 2025	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.01%	335.75K	23.83M	29.63K	+9.68%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.01%	260.68K	18.5M	-10.33K	-3.81%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.01%	490.92K	34.85M	-160.3K	-24.62%
Sep 30, 2025	SANDERS CAPITAL, LLC	0.09%	2.97M	210.81M	-1.62K	-0.05%
Sep 30, 2025	PROMETHOS CAPITAL, LLC	0.01%	208.81K	14.59M	16.25K	+8.44%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.01%	222.92K	15.82M	130.44K	+141.05%
Sep 30, 2025	NORTHERN TRUST CORP	0.09%	3.05M	216.14M	136.34K	+4.69%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	1.13M	80.12M	316.5K	+38.97%
Sep 30, 2025	BLACKROCK, INC.	0.08%	2.89M	205.34M	-50.92K	-1.73%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	2.07M	146.77M	-42.78K	-2.03%
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	480.14K	34.08M	-22.84K	-4.54%
Sep 30, 2025	ETHIC INC.	0%	151.07K	10.72M	685	+0.46%
Sep 30, 2025	WOLVERINE TRADING, LLC	0%	160.2K	11.29M	160.2K	+100.00%
Sep 30, 2025	JANNEY CAPITAL MANAGEMENT LLC	0.01%	224.89K	15.96M	-3.38K	-1.48%
Sep 30, 2025	GUNDERSON CAPITAL MANAGEMENT INC.	0%	161.91K	11.49M	-6.21K	-3.69%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0%	162.99K	11.57M	3.83K	+2.41%
Sep 30, 2025	AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC	0%	166.92K	11.85M	0	0
Sep 30, 2025	FORESIGHT GLOBAL INVESTORS, INC.	0.01%	180.48K	12.81M	180.48K	+100.00%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	249.24K	17.69M	94.86K	+61.44%
Sep 30, 2025	MERITAGE PORTFOLIO MANAGEMENT	0.01%	299.51K	21.26M	3.86K	+1.30%
Sep 30, 2025	CREATIVE PLANNING	0.01%	314.38K	22.31M	1.31K	+0.42%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	455.09K	32.3M	117.04K	+34.62%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.01%	431.72K	30.64M	45.4K	+11.75%
Sep 30, 2025	CAPITAL FUND MANAGEMENT S.A.	0.01%	329.54K	23.39M	30.75K	+10.29%
Sep 30, 2025	UBS GROUP AG	0.01%	301.11K	21.37M	-719.79K	-70.51%
Sep 30, 2025	1832 ASSET MANAGEMENT L.P.	0.01%	298K	21.15M	-5.5K	-1.81%
Sep 30, 2025	BARCLAYS PLC	0.01%	233.8K	16.6M	-275K	-54.05%
Sep 30, 2025	STIFEL FINANCIAL CORP	0%	116.37K	8.26M	-2.11K	-1.78%
Sep 30, 2025	JANE STREET GROUP, LLC	0.01%	286.9K	20.36M	-39.3K	-12.05%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.01%	265.64K	18.86M	24K	+9.93%
Sep 30, 2025	ROYAL BANK OF CANADA	0.03%	1.17M	83.2M	-80.49K	-6.42%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.5%	17.4M	1.23B	355.09K	+2.08%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	227.92K	16.18M	-137.65K	-37.65%
Sep 30, 2025	MARINER, LLC	0.01%	199.38K	14.15M	2.12K	+1.08%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	197.93K	14.05M	-18.35K	-8.49%
Sep 30, 2025	ABC ARBITRAGE SA	0.01%	244.17K	17.33M	73.39K	+42.97%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.01%	349.24K	24.79M	61.18K	+21.24%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.01%	362.36K	25.72M	72.6K	+25.05%
Sep 30, 2025	CITADEL ADVISORS LLC	0.01%	368.3K	26.14M	-90.3K	-19.69%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	391.13K	27.76M	111.69K	+39.97%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	420.23K	29.83M	69.6K	+19.85%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.18%	6.23M	442.24M	624.78K	+11.15%
Sep 30, 2025	CONTRARIAN CAPITAL MANAGEMENT, L.L.C.	0.04%	1.27M	89.84M	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	317.51K	22.54M	-184.69K	-36.78%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.01%	238.08K	16.9M	28.42K	+13.55%
Sep 30, 2025	LPL FINANCIAL LLC	0.01%	340.05K	24.14M	40.21K	+13.41%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.02%	538.24K	38.2M	68.58K	+14.60%
Sep 30, 2025	CWM, LLC	0%	122.71K	8.71M	-6.39K	-4.95%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.02%	571.71K	40.58M	-117.54K	-17.05%
Sep 30, 2025	AMJ FINANCIAL WEALTH MANAGEMENT	0%	118.84K	8.44M	56.62K	+91.02%
Sep 30, 2025	US BANCORP \DE\	0%	151K	10.72M	41K	+37.27%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0%	140.35K	9.96M	7.54K	+5.67%
Sep 30, 2025	SEI INVESTMENTS CO	0%	133.25K	9.46M	7.48K	+5.95%
Sep 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	124.84K	8.86M	7.2K	+6.12%
Sep 30, 2025	COOKSON PEIRCE & CO INC	0.02%	623.97K	44.29M	-22.76K	-3.52%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.02%	815.86K	57.91M	815.86K	+100.00%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.3%	10.58M	750.66M	185.07K	+1.78%
Sep 30, 2025	FMR LLC	0.1%	3.59M	254.86M	230.98K	+6.88%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.04%	1.31M	93.11M	168.44K	+14.73%
Sep 30, 2025	MORGAN STANLEY	0.19%	6.49M	460.69M	200.84K	+3.19%
Sep 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.01%	225.32K	15.99M	-168.24K	-42.75%
Jun 30, 2025	TWIN TREE MANAGEMENT, LP	0%	162.8K	9.9M	162.8K	+100.00%
Jun 30, 2025	CONTRARIAN CAPITAL MANAGEMENT, L.L.C.	0.01%	1.27M	76.94M	0	0
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	651.22K	39.59M	256.6K	+65.02%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	2.11M	128.3M	-375.87K	-15.12%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0%	689.25K	41.9M	-116.88K	-14.50%
Jun 30, 2025	BARCLAYS PLC	0%	508.8K	30.93M	508.8K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	338.05K	20.55M	4.07K	+1.22%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	326.2K	19.83M	-661.7K	-66.98%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	502.2K	30.53M	309.74K	+160.93%
Jun 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0%	393.56K	23.92M	27.32K	+7.46%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0%	362.7K	22.05M	362.7K	+100.00%
Jun 30, 2025	UBS GROUP AG	0%	285.4K	17.35M	89.9K	+45.98%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0%	209.67K	12.75M	133.59K	+175.60%
Jun 30, 2025	BLACKROCK, INC.	0.02%	2.94M	178.96M	54.12K	+1.87%
Jun 30, 2025	NORTHERN TRUST CORP	0.02%	2.91M	176.83M	35.7K	+1.24%
Jun 30, 2025	CREATIVE PLANNING	0%	313.07K	19.03M	14.37K	+4.81%
Jun 30, 2025	LPL FINANCIAL LLC	0%	299.84K	18.23M	66.19K	+28.33%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0%	289.76K	17.61M	15.39K	+5.61%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0%	288.23K	17.52M	-99.72K	-25.70%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0%	288.06K	17.51M	10.63K	+3.83%
Jun 30, 2025	FRANKLIN RESOURCES INC	0%	271.01K	16.47M	-24.88K	-8.41%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	217.51K	13.22M	101.77K	+87.93%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0%	216.28K	13.15M	7.56K	+3.62%
Jun 30, 2025	MORGAN STANLEY	0.04%	6.29M	382.34B	-202.18K	-3.11%
Jun 30, 2025	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0%	306.12K	18.61M	-19.96K	-6.12%
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	0%	303.5K	18.45M	0	0
Jun 30, 2025	MARINER, LLC	0%	197.26K	11.99M	15.15K	+8.32%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0%	159.15K	9.67M	-6.04K	-3.66%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0%	154.38K	9.38B	54.43K	+54.46%
Jun 30, 2025	ETHIC INC.	0%	150.39K	9.15M	-20.37K	-11.93%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0%	132.82K	8.07M	-4.98K	-3.61%
Jun 30, 2025	M&T BANK CORP	0%	119.76K	7.28M	2.75K	+2.35%
Jun 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	117.64K	7.15M	8.93K	+8.22%
Jun 30, 2025	HENNESSY ADVISORS INC	0%	108.1K	6.57M	0	0
Jun 30, 2025	MANATUCK HILL PARTNERS, LLC	0%	107.45K	6.53M	0	0
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	103.09K	6.26M	85.03K	+470.77%
Jun 30, 2025	CERITY PARTNERS LLC	0%	98.71K	6M	2.94K	+3.07%
Jun 30, 2025	QUADRANT CAPITAL GROUP LLC	0%	96.27K	5.85M	-19.76K	-17.03%
Jun 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0%	90.45K	5.5M	77.13K	+579.02%
Jun 30, 2025	NAVITER WEALTH, LLC	0%	84.07K	5.11M	2.56K	+3.14%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0%	83.7K	5.09M	23.96K	+40.12%
Jun 30, 2025	VIDENT ADVISORY, LLC	0%	76.51K	4.65M	7.95K	+11.59%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0%	71.32K	2.77M	33.82K	+90.20%
Jun 30, 2025	CALLAN FAMILY OFFICE, LLC	0%	69.11K	4.2M	50.24K	+266.12%
Jun 30, 2025	SIH PARTNERS, LLLP	0%	69.1K	4.2M	0	0
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.1%	17.04M	1.04B	1.43M	+9.16%
Jun 30, 2025	COOKSON PEIRCE & CO INC	0%	646.72K	39.31M	-17.03K	-2.57%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	1.25M	76.15M	205.26K	+19.60%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.01%	1.14M	69.51M	121.15K	+11.85%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	812.2K	49.37M	0	0
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	350.63K	21.31M	51.17K	+17.09%
Jun 30, 2025	CAPITAL FUND MANAGEMENT S.A.	0%	298.78K	18.16M	243.64K	+441.81%
Jun 30, 2025	MERITAGE PORTFOLIO MANAGEMENT	0%	295.65K	17.97M	-14.7K	-4.74%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	279.44K	16.99M	5.69K	+2.08%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0%	241.64K	14.69M	22.7K	+10.37%
Jun 30, 2025		0%	170.78K	10.38M	120.11K	+237.05%
Jun 30, 2025	AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC	0%	166.92K	10.15M	0	0
Jun 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0%	502.97K	30.58M	8.35K	+1.69%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	469.66K	28.55M	-12.17K	-2.53%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0%	386.31K	23.48M	-6.25K	-1.59%
Jun 30, 2025	JANNEY CAPITAL MANAGEMENT LLC	0%	228.27K	13.88M	-4.23K	-1.82%
Jun 30, 2025	PROMETHOS CAPITAL, LLC	0%	192.56K	11.71M	11.6K	+6.41%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	365.57K	22.22M	98.05K	+36.65%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.06%	10.39M	631.64M	4.34K	+0.04%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.03%	5.61M	340.77B	879.35K	+18.61%
Jun 30, 2025	FMR LLC	0.02%	3.36M	204.23M	269.95K	+8.74%
Jun 30, 2025	SANDERS CAPITAL, LLC	0.02%	2.97M	180.65M	2.91K	+0.10%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	217.38K	13.21B	99.76K	+84.82%
Jun 30, 2025	GUNDERSON CAPITAL MANAGEMENT INC.	0%	168.12K	10.22M	-11.01K	-6.15%
Jun 30, 2025	ABC ARBITRAGE SA	0%	170.78K	10.38M	120.11K	+237.05%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	267.52K	15.36M	-8.51K	-3.08%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0%	277.43K	15.93M	-70.14K	-20.18%
Mar 31, 2025	CREATIVE PLANNING	0%	298.71K	17.15M	30.51K	+11.38%
Mar 31, 2025	1832 ASSET MANAGEMENT L.P.	0%	303.5K	17.43M	303.5K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0%	333.98K	19.18M	-26.21K	-7.28%
Mar 31, 2025	PARALLAX VOLATILITY ADVISERS, L.P.	0%	462.5K	26.56M	204.3K	+79.12%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	2.49M	142.8M	-551.41K	-18.15%
Mar 31, 2025	NORTHERN TRUST CORP	0.02%	2.87M	165M	91.79K	+3.30%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.03%	4.73M	271.44M	53.07K	+1.14%
Mar 31, 2025	BLACKROCK, INC.	0.02%	2.89M	165.96M	268.3K	+10.23%
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	1.05M	60.16M	136.72K	+15.01%
Mar 31, 2025	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0%	326.08K	18.73M	28.67K	+9.64%
Mar 31, 2025	CONTRARIAN CAPITAL MANAGEMENT, L.L.C.	0.01%	1.27M	72.69M	1.02M	+425.44%
Mar 31, 2025	GQG PARTNERS LLC	0%	181.72K	10.44M	8.81K	+5.09%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	192.46K	11.05M	90.26K	+88.31%
Mar 31, 2025	JANNEY CAPITAL MANAGEMENT LLC	0%	232.5K	13.35M	44.35K	+23.57%
Mar 31, 2025	GUNDERSON CAPITAL MANAGEMENT INC.	0%	179.12K	10.29M	179.12K	+100.00%
Mar 31, 2025	PROMETHOS CAPITAL, LLC	0%	180.96K	10.39M	20.71K	+12.92%
Mar 31, 2025	MARINER, LLC	0%	182.11K	10.46M	-4.88K	-2.61%
Mar 31, 2025	SQUAREPOINT OPS LLC	0%	242.7K	13.94M	200K	+468.38%
Mar 31, 2025	QRG CAPITAL MANAGEMENT, INC.	0%	366.25K	21.03M	19.58K	+5.65%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0%	387.41K	22.25M	375.53K	+3,160.74%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0%	387.95K	22.28M	341.19K	+729.56%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0%	392.56K	22.55M	-2.79K	-0.71%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0%	218.95K	12.57M	54.97K	+33.52%
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0%	274.37K	15.76M	50.49K	+22.55%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	299.46K	17.2M	38.33K	+14.68%
Mar 31, 2025	JANE STREET GROUP, LLC	0.01%	987.9K	56.74M	933.4K	+1,712.66%
Mar 31, 2025	SANDERS CAPITAL, LLC	0.02%	2.97M	170.49M	-12.4K	-0.42%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0%	208.72K	11.99M	24.98K	+13.60%
Mar 31, 2025	UBS GROUP AG	0%	195.5K	11.23M	-18.7K	-8.73%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	481.83K	27.67M	79.87K	+19.87%
Mar 31, 2025	FMR LLC	0.02%	3.09M	177.44M	206.48K	+7.16%
Mar 31, 2025	MERITAGE PORTFOLIO MANAGEMENT	0%	310.35K	17.82M	-8.48K	-2.66%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.09%	15.61M	896.63M	15.61M	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	273.75K	15.72M	-16.14K	-5.57%
Mar 31, 2025	FRANKLIN RESOURCES INC	0%	295.89K	16.99M	-101.52K	-25.55%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	394.62K	22.66M	278.61K	+240.15%
Mar 31, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0%	494.62K	28.41M	-20.02K	-3.89%
Mar 31, 2025	COOKSON PEIRCE & CO INC	0%	663.76K	38.12M	-14.67K	-2.16%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0%	806.13K	46.3M	753.85K	+1,441.95%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.01%	1.02M	58.71M	85.17K	+9.09%
Mar 31, 2025	MORGAN STANLEY	0.04%	6.49M	372.82M	-19.36K	-0.30%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.06%	10.39M	596.48M	-246.1K	-2.31%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	194.6K	11.18M	-118K	-37.75%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.01%	1.04M	59.64M	957.57K	+1,184.64%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0%	201.54K	11.67M	31.83K	+18.75%
Mar 31, 2025	LPL FINANCIAL LLC	0%	233.65K	13.42M	80.13K	+52.20%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0%	152.5K	6M	93.6K	+158.91%
Mar 31, 2024	JANE STREET GROUP, LLC	0.02%	620.05K	24.41M	-193.62K	-23.80%
Mar 31, 2024	COOKSON PEIRCE & CO INC	0.02%	603.39K	23.75M	-6.07K	-1.00%
Mar 31, 2024	FMR LLC	0.02%	775.24K	30.51M	94.66K	+13.91%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.02%	813.06K	32M	37.15K	+4.79%
Mar 31, 2024	ROYAL BANK OF CANADA	0.02%	874.61K	34.42M	-45.56K	-4.95%
Mar 31, 2024	SANDERS CAPITAL, LLC	0.08%	2.99M	117.56M	2.89M	+3,041.37%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.29%	11.4M	448.86M	-217.29K	-1.87%
Mar 31, 2024	CREATIVE PLANNING	0%	165.91K	6.53M	9.61K	+6.15%
Mar 31, 2024	RENAISSANCE GROUP LLC	0%	160.22K	6.31M	-118	-0.07%
Mar 31, 2024	CWM, LLC	0%	167.45K	6.59M	-10.38K	-5.84%
Mar 31, 2024	ETHIC INC.	0%	160.9K	6.33M	91.82K	+132.93%
Mar 31, 2024	PROMETHOS CAPITAL, LLC	0%	163.23K	6.42M	11.17K	+7.35%
Mar 31, 2024	NAVITER WEALTH, LLC	0%	86.4K	3.53M	20.86K	+31.82%
Mar 31, 2024	CERITY PARTNERS LLC	0%	89.14K	3.51M	43.15K	+93.85%
Mar 31, 2024	US BANCORP \DE\	0%	92.56K	3.64M	-2.9K	-3.04%
Mar 31, 2024	LPL FINANCIAL LLC	0%	93.83K	3.69M	-515	-0.55%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL SECURITIES, LTD.	0%	112.58K	4.43M	112.58K	+100.00%
Mar 31, 2024	SEI INVESTMENTS CO	0%	112.97K	4.45B	2.64K	+2.39%
Mar 31, 2024	M&T BANK CORP	0%	112.99K	4.45M	-7.27K	-6.05%
Mar 31, 2024	INSIGHT FOLIOS INC	0%	116.6K	4.59M	116.6K	+100.00%
Mar 31, 2024	RAMIREZ ASSET MANAGEMENT, INC.	0%	121.25K	4.77M	1.32K	+1.10%
Mar 31, 2024	STAMOS CAPITAL PARTNERS, L.P.	0%	125.97K	4.96M	113.17K	+884.14%
Mar 31, 2024	Y-INTERCEPT (HONG KONG) LTD	0%	126.32K	4.97M	24.79K	+24.41%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0%	128.27K	5.05M	-17.07K	-11.74%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0%	130.06K	5.12M	8.62K	+7.10%
Mar 31, 2024	UBS GROUP AG	0%	131.3K	5.17M	2.4K	+1.86%
Mar 31, 2024	PEAK6 INVESTMENTS LLC	0%	131.5K	5.18M	-193.7K	-59.56%
Mar 31, 2024	HENNESSY ADVISORS INC	0%	132.4K	5.21M	-10.4K	-7.28%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0%	139.71K	5.54M	34.42K	+32.70%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	140.67K	5.54M	35.96K	+34.34%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0%	141K	5.55M	26.68K	+23.34%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.14%	5.4M	212.63M	476.48K	+9.67%
Mar 31, 2024	MORGAN STANLEY	0.16%	6.15M	242.22M	-42.94K	-0.69%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0%	147.79K	5.83M	2.9K	+2.00%
Mar 31, 2024	MARINER, LLC	0%	141.9K	5.59M	2.32K	+1.67%
Mar 31, 2024	PARALLAX VOLATILITY ADVISERS, L.P.	0%	186.5K	7.34M	145.1K	+350.48%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0%	188.61K	7.49M	-35.58K	-15.87%
Mar 31, 2024	CITADEL ADVISORS LLC	0.01%	209.21K	8.23M	-522.93K	-71.42%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.01%	505.14K	19.88M	-142.05K	-21.95%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.01%	545.14K	21.46M	-626.62K	-53.48%
Mar 31, 2024	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.03%	1M	39.53M	-181.94K	-15.34%
Mar 31, 2024	CITIGROUP INC	0.04%	1.48M	58.18M	8.99K	+0.61%
Mar 31, 2024	NORTHERN TRUST CORP	0.05%	1.91M	75.2M	-16.59K	-0.86%
Mar 31, 2024	GROUPAMA ASSET MANAGMENT	0.05%	1.89M	14.8M	1.89M	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.09%	3.6M	141.67M	65.49K	+1.85%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0%	144.25K	5.68M	-11.86K	-7.60%
Mar 31, 2024	AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC	0%	166.92K	6.57M	0	0
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	176.35K	6.94M	39.34K	+28.72%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	244.6K	9.63M	-791K	-76.38%
Mar 31, 2024	MERITAGE PORTFOLIO MANAGEMENT	0.01%	237.57K	9.35M	-10.06K	-4.06%
Mar 31, 2024	WALLEYE CAPITAL LLC	0.01%	237.9K	9.36M	-213.8K	-47.33%
Mar 31, 2024	QRG CAPITAL MANAGEMENT, INC.	0.01%	254.63K	10.02M	3.12K	+1.24%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	281.24K	11.07M	-260.48K	-48.08%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.01%	344.65K	13.57M	-301.81K	-46.69%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.01%	352.09K	13.86M	12.31K	+3.62%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.01%	338.81K	13.34M	-234.83K	-40.94%
Mar 31, 2024	WALLEYE TRADING LLC	0.01%	354.1K	13.94M	-341.1K	-49.07%
Mar 31, 2024	TWIN TREE MANAGEMENT, LP	0.01%	421.7K	16.6M	421.7K	+100.00%
Mar 31, 2024	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	439.32K	17.29M	-28.29K	-6.05%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.01%	460.7K	18.13M	381.99K	+485.32%
Mar 31, 2024	BLACKROCK INC.	0.06%	2.14M	84.34M	3.08K	+0.14%
Dec 31, 2023	FMR LLC	0.02%	680.58K	27.59M	-17.18K	-2.46%
Dec 31, 2023	HENNESSY ADVISORS INC	0%	142.8K	5.79M	-8.2K	-5.43%
Dec 31, 2023	NOMURA HOLDINGS INC	0.03%	1.08M	43.66M	1.08M	+100.00%
Dec 31, 2023	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.03%	1.1M	44.8M	44.65K	+4.21%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.03%	1.17M	47.5M	-253.48K	-17.78%
Dec 31, 2023	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.03%	1.19M	48.09M	343.45K	+40.75%
Dec 31, 2023	CITIGROUP INC	0.04%	1.47M	59.56M	2.26K	+0.15%
Dec 31, 2023	NORTHERN TRUST CORP	0.05%	1.93M	78.13M	98.76K	+5.40%
Dec 31, 2023	BLACKROCK INC.	0.06%	2.14M	86.75M	102.92K	+5.05%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.06%	2.26M	91.64M	-668.43K	-22.82%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.09%	3.53M	143.26M	-85.84K	-2.37%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.13%	4.93M	199.69M	634.54K	+14.79%
Dec 31, 2023	MORGAN STANLEY	0.16%	6.2M	251.22M	-2.18M	-26.00%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.3%	11.62M	471.13M	376.64K	+3.35%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0%	144.89K	5.87M	5.66K	+4.06%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0%	145.34K	5.89M	3.36K	+2.36%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0%	156.11K	6.33M	51.64K	+49.42%
Dec 31, 2023	CREATIVE PLANNING	0%	156.3K	6.34M	22.38K	+16.71%
Dec 31, 2023	RENAISSANCE GROUP LLC	0%	160.33K	6.5M	-3.7K	-2.25%
Dec 31, 2023	AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC	0%	166.92K	6.77M	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0%	174.37K	7.07M	-53.23K	-23.39%
Dec 31, 2023	CWM, LLC	0%	177.84K	7.21M	172.92K	+3,518.21%
Dec 31, 2023	ROYAL BANK OF CANADA	0%	146.8K	5.95M	40K	+37.45%
Dec 31, 2023	APG ASSET MANAGEMENT N.V.	0.01%	204.3K	7.5M	25.1K	+14.01%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.01%	216.1K	8.76M	216.1K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.01%	224.2K	9.1M	-204.77K	-47.74%
Dec 31, 2023	MERITAGE PORTFOLIO MANAGEMENT	0.01%	247.63K	10.04M	16.02K	+6.91%
Dec 31, 2023		0%	152.06K	6.16M	152.06K	+100.00%
Dec 31, 2023	WALLEYE TRADING LLC	0.02%	695.2K	28.18M	187.7K	+36.99%
Dec 31, 2023	PEAK6 INVESTMENTS LLC	0%	166K	6.73M	31.8K	+23.70%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.01%	339.78K	13.77M	16.73K	+5.18%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.01%	343.8K	13.94M	149.9K	+77.31%
Dec 31, 2023	WALLEYE CAPITAL LLC	0.01%	393.3K	15.94M	57.2K	+17.02%
Dec 31, 2023	CITADEL ADVISORS LLC	0.01%	467K	18.93M	98.2K	+26.63%
Dec 31, 2023	CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	467.61K	18.96M	-14.82K	-3.07%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	541.72K	21.96M	459.63K	+559.92%
Dec 31, 2023	NATIXIS ADVISORS, L.P.	0.01%	573.64K	23.26M	-49.01K	-7.87%
Dec 31, 2023	COOKSON PEIRCE & CO INC	0.02%	609.47K	24.71M	-9.39K	-1.52%
Dec 31, 2023	FIL LTD	0.02%	610.22K	24.74M	-61.23K	-9.12%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.02%	646.46K	26.21M	-106.7K	-14.17%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.02%	775.91K	31.46M	77.66K	+11.12%
Dec 31, 2023	JANE STREET GROUP, LLC	0.02%	813.67K	32.99M	-1.45M	-64.08%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.02%	647.19K	26.24M	31.61K	+5.13%

Insiders

Insiders	Designation	Shares Held
PALOMAKI DANIEL SCOTT	Global Financial Controller	4.97K
BINGHAM JONATHAN	Global Financial Controller	1.79K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 07, 2026	PALOMAKI DANIEL SCOTT	SALE	18.11	23.12K	418.67K	4.97K
Mar 27, 2026	BINGHAM JONATHAN	PURCHASE	15.81	13	205.49	1.79K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE131

SALES23.12K1

NET SHARES-23.11K0

SHARES HELD6.76K2

% NET SHARES-441.91%-100%

HSBC Stock Ownership Breakdown

HSBC

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