How many institutions own HSTM 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 HSTM shares is 292, representing 76.64% of the company's common stock.

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

CITADEL ADVISORS LLC, in the last quarter, reduced its stake in HSTM by -5.04% restricting it's holding to 141.73 thousand shares of worth nearly $4.00M. COPELAND CAPITAL MANAGEMENT, LLC also lessened -5.31% of the HSTM shares from its portfolio, reducing its holding to 836.08 thousand shares of worth $23.61M. INTECH INVESTMENT MANAGEMENT LLC also shunned HSTM shares holding by -63.76% last quarter which brought its holding to 30.12 thousand shares worth $850.45K.

Investors who are buying HSTM stock?

As per its latest 13F filing, AMERICAN CENTURY COMPANIES INC increased its stake in HSTM by 6.07% in the last quarter. The institutional holder raised its holding to 62.09 thousand shares having worth more than $1.75M. BANK OF AMERICA CORP /DE/ also added 14.7% more shares of HSTM to its portfolio, raising its holding to 162.05 thousand shares of worth $4.58M. CHARLES SCHWAB INVESTMENT MANAGEMENT INC also increased its HSTM shares holding by 4.61% which brought its holding to 232.23 thousand shares worth $6.56M.

HSTM's major insiders: who are they?

The insider with the most stakes in HSTM is FRIST ROBERT A JR , CEO at the company. Additionally, HSTM stock is highly held by President and COO PEARSON J EDWARD and director SHMERLING MICHAEL D among others.

Did an insider recently sell HSTM stock?

Company executives, directors, and other insiders own 21.17% percent of HealthStream, Inc.'s stock. Within the last six months, there have been 4 transaction(s) in which HSTM insiders have sold stock, totaling 7.68K shares. Insiders that have sold shares include CUNNINGHAM JEFF, O'HARA KEVIN P, and TAYLOR TATE DEBORAH.

Which insider recently purchased HSTM stock?

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

How much of HSTM does insiders own?

Around 88.13K HealthStream, Inc. shares are held by insiders, which represents about 21.17% of HSTM stock.

Who is the insider with the largest stake?

HSTM CEO, FRIST ROBERT A JR holds the largest portfolio of the company's shares. HSTM shares owned by FRIST total nearly 4.86 million.

Which institution holds the most shares in HSTM?

CITADEL ADVISORS LLC is the largest institutional owner in HSTM which holds 141.73 thousand shares worth $4.00M or 0.47% of the total HSTM shares outstanding followed by AMERICAN CENTURY COMPANIES INC with ownership of 62.09 thousand shares representing 0.2% of the HSTM ownership. BANK OF AMERICA CORP /DE/ is the third largest stakeholder with 162.05 thousand shares or 0.53% of the ownership worth more than $4.58M.

Is HealthStream, 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 HSTM is concerned, it is a stock which is optionable.

Is there a short position on HSTM's shares?

Number of HSTM shares short is 825.28K. 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 HSTM shares are there?

As of today, 29.64M shares of HSTM are outstanding.

Is there many float in HSTM 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, HSTM has 23.39M shares in float.

HSTM 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 HSTM is 4.49.

HealthStream (HSTM) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares2.78

Short Percent Of Float5.07

Shares Outstanding29.64M

Shares Float23.39M

Shares Short825.28K

Short Ratio4.49

5.07%

Short % of Float

2.78%

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

21.17% Percentage of Shares held by All Insiders

76.64% Percentage of Shares held by All Institutions

97.22% Percentage of Float held by Institutions

292

Number of Institutions Holding Shares

Institutional Ownership

About 76.64% of HSTM shares are held by financial institutions. CITADEL ADVISORS LLC is the top corporate investor, holding 141.73K shares valued at $4.00M. A 0.47% stake in HealthStream, Inc. is owned by the company. AMERICAN CENTURY COMPANIES INC owns 62.09K shares valued at $1.75M, which translates its holding of 0.2% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	CITADEL ADVISORS LLC	0.47%	141.73K	4M	-7.52K	-5.04%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.2%	62.09K	1.75M	3.55K	+6.07%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.53%	162.05K	4.58M	20.77K	+14.70%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.76%	232.23K	6.56M	10.23K	+4.61%
Sep 30, 2025	COPELAND CAPITAL MANAGEMENT, LLC	2.75%	836.08K	23.61M	-46.87K	-5.31%
Sep 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.1%	30.12K	850.45K	-53K	-63.76%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.1%	31.42K	895.64K	2.1K	+7.17%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.9%	274.55K	7.75M	22.6K	+8.97%
Sep 30, 2025	CERITY PARTNERS LLC	0.11%	33.47K	945.13K	33.47K	+100.00%
Sep 30, 2025	RIVERWATER PARTNERS LLC	0.11%	33.92K	957.93K	0	0
Sep 30, 2025	VANGUARD GROUP INC	9.83%	2.99M	84.3M	-75.89K	-2.48%
Sep 30, 2025	MORGAN STANLEY	0.81%	244.61K	6.91M	-38.75K	-13.67%
Sep 30, 2025	NORTHERN TRUST CORP	1.2%	365.89K	10.33M	-12.85K	-3.39%
Sep 30, 2025	CAMBIAR INVESTORS LLC	0.22%	67.23K	1.9M	0	0
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.22%	67.57K	1.91M	-1.31K	-1.90%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.11%	34.14K	964.2K	-10.59K	-23.68%
Sep 30, 2025	BARCLAYS PLC	0.11%	34.75K	981.37K	-12.3K	-26.14%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.31%	93.71K	2.65M	-10.18K	-9.80%
Sep 30, 2025	CONNORS INVESTOR SERVICES INC	0.33%	100.12K	2.83M	-3.62K	-3.49%
Sep 30, 2025	FMR LLC	0.57%	172.33K	4.87M	15.74K	+10.05%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.57%	173.3K	4.89M	94.4K	+119.65%
Sep 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.62%	187.91K	5.31M	1.87K	+1.00%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.63%	192.9K	5.45M	-675	-0.35%
Sep 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.49%	452.38K	12.78M	-93.6K	-17.14%
Sep 30, 2025	BLACKROCK, INC.	11.85%	3.6M	101.65M	-12.47K	-0.35%
Sep 30, 2025	NUMERAI GP LLC	0.22%	67.69K	1.91M	67.69K	+100.00%
Sep 30, 2025	KORNITZER CAPITAL MANAGEMENT INC /KS	0.21%	63.1K	1.78M	0	0
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.12%	34.96K	987.16K	-700	-1.96%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.12%	37.64K	1.06B	-1.34K	-3.44%
Sep 30, 2025	ANNEX ADVISORY SERVICES, LLC	0.13%	40.11K	1.13M	-6.71K	-14.34%
Sep 30, 2025	KLP KAPITALFORVALTNING AS	0.13%	40.3K	1.14M	7.1K	+21.39%
Sep 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.15%	44.78K	1.26M	44.78K	+100.00%
Sep 30, 2025	SWISS NATIONAL BANK	0.16%	47.2K	1.33M	0	0
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.69%	210.07K	5.93M	-46.39K	-18.09%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.69%	210.07K	5.93M	-857	-0.41%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.41%	123.2K	3.48M	-6.89K	-5.30%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.43%	130.65K	3.69M	46.86K	+55.92%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.18%	53.71K	1.52M	-1.61K	-2.90%
Sep 30, 2025	AM INVESTMENT STRATEGIES LLC	0.19%	57.74K	1.63M	0	0
Sep 30, 2025	BRIDGE CITY CAPITAL, LLC	0.2%	59.91K	1.69M	936	+1.59%
Sep 30, 2025	HEARTLAND ADVISORS INC	0.21%	63.99K	1.81M	-709	-1.10%
Sep 30, 2025	RHUMBLINE ADVISERS	0.23%	68.71K	1.94M	-1.06K	-1.52%
Sep 30, 2025	GLOBEFLEX CAPITAL L P	0.24%	72.99K	2.06M	0	0
Sep 30, 2025	PINNACLE FINANCIAL PARTNERS INC	0.27%	83K	2.34M	-14	-0.02%
Sep 30, 2025	UBS GROUP AG	0.36%	109.09K	3.08M	-1.51K	-1.36%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.44%	133.71K	3.78M	4.88K	+3.78%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.53%	162.43K	4.59M	10.92K	+7.21%
Sep 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	1.16%	351.95K	9.94M	-28.65K	-7.53%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.35%	409.4K	11.56M	2.9K	+0.71%
Sep 30, 2025	JPMORGAN CHASE & CO	1.42%	432.82K	12.22M	184.92K	+74.59%
Sep 30, 2025	NUVEEN, LLC	0.17%	51.41K	1.45M	0	0
Sep 30, 2025	INVESCO LTD.	0.49%	150.38K	4.25M	-28.82K	-16.08%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	2.13%	647.2K	18.28M	-9.7K	-1.48%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	2.44%	741.87K	20.93M	-20.47K	-2.69%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.54%	770.28K	21.75M	4.09K	+0.53%
Sep 30, 2025	SEI INVESTMENTS CO	0.62%	187.32K	5.29M	-16.27K	-7.99%
Sep 30, 2025	STATE STREET CORP	3.24%	983.07K	27.76M	-47.12K	-4.57%
Sep 30, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.04%	316.44K	8.94M	-2.86K	-0.90%
Sep 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.28%	86.6K	2.45M	-256.52K	-74.76%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.29%	87.03K	2.46M	27.51K	+46.21%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.3%	92.49K	2.61M	-11.52K	-11.07%
Sep 30, 2025	HERALD INVESTMENT MANAGEMENT LTD	0.63%	190K	5.37M	190K	+100.00%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.64%	1.41M	39.85M	-13.93K	-0.98%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.33%	101.04K	2.85M	-96.98K	-48.97%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.34%	104.08K	2.94M	0	0
Sep 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.68%	206.9K	5.84M	231	+0.11%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.83%	251.29K	7.1M	0	0
Jun 30, 2025		0.11%	33.2K	918.64K	0	0
Jun 30, 2025	RIVERWATER PARTNERS LLC	0.11%	33.92K	938.59K	33.92K	+100.00%
Jun 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.11%	34.56K	956.19K	-12.51K	-26.57%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.52%	766.19K	21.2M	38.87K	+5.34%
Jun 30, 2025	AM INVESTMENT STRATEGIES LLC	0.19%	57.74K	1.6M	0	0
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.11%	33.29K	921.11K	-5.71K	-14.64%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.05%	14.36K	397.26K	121	+0.85%
Jun 30, 2025	INSPIRE INVESTING, LLC	0.05%	14.13K	391.03K	-20.84K	-59.59%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.05%	13.99K	387.21K	13.99K	+100.00%
Jun 30, 2025	LEGATO CAPITAL MANAGEMENT LLC	0.05%	13.7K	379.16K	0	0
Jun 30, 2025	HORIZON INVESTMENTS, LLC	0.04%	13.52K	374.04K	13.52K	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.65%	198.02K	5.48M	14.09K	+7.66%
Jun 30, 2025	INVESCO LTD.	0.59%	179.2K	4.96M	19.81K	+12.43%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.47%	141.28K	3.91M	50.85K	+56.23%
Jun 30, 2025	JEFFERIES FINANCIAL GROUP INC.	0.12%	36.3K	1M	-5.9K	-13.98%
Jun 30, 2025	XTX TOPCO LTD	0.12%	36.44K	1.01M	36.44K	+100.00%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.12%	36.91K	1.02M	-2.78K	-7.01%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.13%	38.44K	1.06B	-54.32K	-58.56%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.13%	38.98K	1.08M	-2.16K	-5.26%
Jun 30, 2025	ANNEX ADVISORY SERVICES, LLC	0.15%	46.82K	1.3M	1.98K	+4.41%
Jun 30, 2025	ROYAL BANK OF CANADA	0.18%	54.31K	1.5M	10.41K	+23.72%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.19%	58.54K	1.62M	6.1K	+11.62%
Jun 30, 2025	BRIDGE CITY CAPITAL, LLC	0.19%	58.98K	1.63M	441	+0.75%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.69%	210.93K	5.84M	-4.16K	-1.94%
Jun 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.68%	206.67K	5.72M	-1.15K	-0.55%
Jun 30, 2025	TEXAS PERMANENT SCHOOL FUND CORP	0.25%	75.89K	2.1M	7.89K	+11.60%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.09%	27.73K	767K	0	0
Jun 30, 2025	CONNORS INVESTOR SERVICES INC	0.34%	103.75K	2.87M	-353	-0.34%
Jun 30, 2025	MORGAN STANLEY	0.93%	283.36K	7.84M	-13.9K	-4.67%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	2.16%	656.9K	18.18M	108.9K	+19.87%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.55%	167.48K	4.63M	92.85K	+124.40%
Jun 30, 2025	NORTHERN TRUST CORP	1.25%	378.74K	10.48M	-7.39K	-1.91%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.84%	256.46K	7.1M	39.55K	+18.24%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.83%	251.29K	6.95M	2.39K	+0.96%
Jun 30, 2025	JPMORGAN CHASE & CO	0.82%	247.91K	6.86M	186.23K	+301.96%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.42%	128.83K	3.56M	-996	-0.77%
Jun 30, 2025	UBS GROUP AG	0.36%	110.6K	3.06M	-6.29K	-5.38%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.28%	83.8K	2.32M	-71.49K	-46.04%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.26%	78.9K	2.18M	49.2K	+165.66%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.25%	75.35K	2.08M	21K	+38.63%
Jun 30, 2025	RHUMBLINE ADVISERS	0.23%	69.77K	1.93M	-591	-0.84%
Jun 30, 2025	BLACKROCK, INC.	11.89%	3.61M	99.94M	-304.42K	-7.77%
Jun 30, 2025	COPELAND CAPITAL MANAGEMENT, LLC	2.91%	882.95K	24.43M	119.26K	+15.62%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	2.51%	762.34K	21.08M	37K	+5.10%
Jun 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.8%	545.98K	15.11M	-67.99K	-11.07%
Jun 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	1.25%	380.6K	10.53M	235.38K	+162.08%
Jun 30, 2025	DIVERSIFIED TRUST CO	0.04%	10.9K	301.6K	1.73K	+18.81%
Jun 30, 2025	SEIZERT CAPITAL PARTNERS, LLC	0.04%	10.89K	301.35K	-266	-2.38%
Jun 30, 2025	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.03%	10.46K	289.48K	-24.38K	-69.97%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.03%	10.2K	282.12K	816	+8.70%
Jun 30, 2025	NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN	0.03%	10K	276.7K	0	0
Jun 30, 2025	MQS MANAGEMENT LLC	0.03%	9.38K	259.6K	-1.94K	-17.12%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.03%	9.22K	255K	1.25K	+15.65%
Jun 30, 2025	YOUSIF CAPITAL MANAGEMENT, LLC	0.03%	9.16K	253.43K	-30	-0.33%
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	1.13%	343.12K	9.49M	-81.67K	-19.23%
Jun 30, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.05%	319.3K	8.84M	960	+0.30%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.83%	251.95K	6.97M	109.88K	+77.34%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.34%	104K	2.88M	5.41K	+5.49%
Jun 30, 2025	STATE STREET CORP	3.39%	1.03M	28.51M	-11.98K	-1.15%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.69%	1.42M	39.43M	-29.88K	-2.05%
Jun 30, 2025	VANGUARD GROUP INC	10.07%	3.06M	84.7M	7.84K	+0.26%
Jun 30, 2025	PINNACLE FINANCIAL PARTNERS INC	0.27%	83.01K	2.3M	0	0
Jun 30, 2025	ILLINOIS MUNICIPAL RETIREMENT FUND	0.04%	12.57K	347.7K	212	+1.72%
Jun 30, 2025	LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM	0.04%	11.3K	312.67K	0	0
Jun 30, 2025	VESTCOR INC	0.04%	12.46K	345K	1.08K	+9.48%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.34%	406.5K	11.25M	-6.4K	-1.55%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.27%	83.11K	2.3M	5.9K	+7.65%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.34%	103.89K	2.87M	4.37K	+4.39%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.43%	130.09K	3.6M	4.63K	+3.69%
Jun 30, 2025	CITADEL ADVISORS LLC	0.49%	149.24K	4.13M	141.08K	+1,728.04%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.2%	59.52K	1.65M	59.52K	+100.00%
Jun 30, 2025	KORNITZER CAPITAL MANAGEMENT INC /KS	0.21%	63.1K	1.75M	-4K	-5.96%
Jun 30, 2025	HEARTLAND ADVISORS INC	0.21%	64.69K	1.79M	-170.89K	-72.54%
Jun 30, 2025	CAMBIAR INVESTORS LLC	0.22%	67.23K	1.86M	-28	-0.04%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.23%	68.88K	1.91M	424	+0.62%
Jun 30, 2025	GLOBEFLEX CAPITAL L P	0.24%	72.99K	2.02M	-18.98K	-20.64%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.5%	151.5K	4.19M	96.98K	+177.88%
Jun 30, 2025	FMR LLC	0.52%	156.58K	4.33M	2.63K	+1.71%
Jun 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.61%	186.04K	5.15M	66.08K	+55.08%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.64%	193.58K	5.36M	13.99K	+7.79%
Jun 30, 2025	SEI INVESTMENTS CO	0.67%	203.59K	5.63M	-23.54K	-10.36%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.73%	222K	6.14M	-1.13K	-0.51%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.34%	104.08K	2.88M	3.78K	+3.77%
Jun 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.05%	14.36K	396K	1.05K	+7.86%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.05%	16.38K	453.21K	-100	-0.61%
Jun 30, 2025	ENTRYPOINT CAPITAL, LLC	0.06%	17.97K	497.09K	17.97K	+100.00%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.07%	20.46K	566.24K	10.12K	+97.82%
Jun 30, 2025	NEBULA RESEARCH & DEVELOPMENT LLC	0.07%	21.66K	599.31K	2.77K	+14.65%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.08%	23.51K	650.61M	-16.21K	-40.81%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.08%	24.53K	678.61K	468	+1.95%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.08%	24.56K	679.47M	0	0
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.1%	30.15K	834.2M	0	0
Jun 30, 2025	MAN GROUP PLC	0.1%	30.67K	848.58K	-3.76K	-10.93%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.33%	100.3K	3.23M	100.3K	+100.00%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.22%	68.46K	2.2M	-1.08K	-1.55%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.78%	1.45M	46.81M	-83.2K	-5.41%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.82%	248.9K	8.01M	27.29K	+12.31%
Mar 31, 2025	HEARTLAND ADVISORS INC	0.77%	235.58K	7.58M	-51.81K	-18.03%
Mar 31, 2025	SEI INVESTMENTS CO	0.75%	227.13K	7.31M	-7.08K	-3.02%
Mar 31, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.53%	161.65K	5.2M	5.4K	+3.46%
Mar 31, 2025	INVESCO LTD.	0.52%	159.39K	5.13M	-88.83K	-35.79%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.51%	155.29K	5M	-56.37K	-26.63%
Mar 31, 2025	CERITY PARTNERS LLC	0.86%	262.94K	8.46M	-37.13K	-12.37%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.73%	223.13K	7.18M	-134	-0.06%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.6%	183.93K	5.92M	-1.82K	-0.98%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.43%	129.83K	4.18M	3.16K	+2.49%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.32%	98.59K	3.17M	38.41K	+63.83%
Mar 31, 2025	PINNACLE FINANCIAL PARTNERS INC	0.27%	83.01K	2.67M	14	+0.02%
Mar 31, 2025		0.24%	73.96K	2.38M	73.96K	+100.00%
Mar 31, 2025	RHUMBLINE ADVISERS	0.23%	70.36K	2.26M	-4.11K	-5.51%
Mar 31, 2025	HARBOR CAPITAL ADVISORS, INC.	1.4%	424.79K	13.67M	10K	+2.41%
Mar 31, 2025	STATE STREET CORP	3.42%	1.04M	33.54M	25.63K	+2.52%
Mar 31, 2025	COPELAND CAPITAL MANAGEMENT, LLC	2.51%	763.69K	24.58M	384.38K	+101.34%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.39%	727.33K	23.41M	33.05K	+4.76%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	2.38%	725.34K	23.32M	-81.17K	-10.06%
Mar 31, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.02%	613.97K	19.76M	-180.72K	-22.74%
Mar 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.36%	412.9K	13.29M	-127.5K	-23.59%
Mar 31, 2025	NORTHERN TRUST CORP	1.27%	386.13K	12.43M	79.69K	+26.00%
Mar 31, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.05%	318.34K	10.24M	-12.88K	-3.89%
Mar 31, 2025	MORGAN STANLEY	0.98%	297.25K	9.57M	-109.05K	-26.84%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.71%	216.91K	6.98M	51.07K	+30.80%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.71%	215.1K	6.92M	-4.48K	-2.04%
Mar 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.68%	207.82K	6.69M	-542	-0.26%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.59%	179.59K	5.78M	-3.82K	-2.08%
Mar 31, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.39%	119.96K	3.86M	40.6K	+51.16%
Mar 31, 2025	UBS GROUP AG	0.38%	116.88K	3.76M	-28.46K	-19.58%
Mar 31, 2025	CONNORS INVESTOR SERVICES INC	0.34%	104.1K	3.35M	-962	-0.92%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.33%	99.51K	3.2M	1.05K	+1.06%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.3%	92.76K	2.99M	-50.93K	-35.44%
Mar 31, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.25%	77.21K	2.48M	43.74K	+130.71%
Mar 31, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.25%	75.77K	2.44M	-3.65K	-4.59%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.25%	74.63K	2.4M	49.71K	+199.49%
Mar 31, 2025	ZACKS INVESTMENT MANAGEMENT	0.22%	68.42K	2.2M	-1.83K	-2.60%
Mar 31, 2025	FMR LLC	0.51%	153.95K	4.95M	12.76K	+9.04%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.41%	125.46K	4.04M	81.64K	+186.35%
Mar 31, 2025	GLOBEFLEX CAPITAL L P	0.3%	91.97K	2.96M	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.3%	90.43K	2.91M	41.17K	+83.57%
Mar 31, 2025	BLACKROCK, INC.	12.86%	3.92M	126.03M	-103.85K	-2.58%
Mar 31, 2025	VANGUARD GROUP INC	10.03%	3.05M	98.25M	-1.93K	-0.06%
Mar 31, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.48%	145.22K	4.67M	68.96K	+90.43%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.47%	142.07K	4.57M	25.69K	+22.07%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.8%	548K	17.63M	-1.3K	-0.24%
Mar 31, 2025	HERALD INVESTMENT MANAGEMENT LTD	0.62%	190K	6.11M	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.21%	63.16K	1.68M	20.89K	+49.42%
Mar 31, 2024	HEARTLAND ADVISORS INC	1.71%	517.43K	13.79M	-123.3K	-19.24%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2%	607.56K	16.2M	30.92K	+5.36%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	2.04%	619.88K	16.51M	-15.41K	-2.43%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	2.22%	674.1K	17.97M	27.1K	+4.19%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	5.13%	1.56M	41.47M	-1.99K	-0.13%
Mar 31, 2024	VANGUARD GROUP INC	9.69%	2.94M	78.35M	31.94K	+1.10%
Mar 31, 2024	BLACKROCK INC.	13.11%	3.98M	106M	-57.93K	-1.44%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.24%	71.33K	1.9M	-12.33K	-14.74%
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.25%	74.7K	1.99M	452	+0.61%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.09%	27.47K	732.22K	15.74K	+134.20%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.09%	27.88K	743.39K	-4.56K	-14.06%
Mar 31, 2024	TEACHER RETIREMENT SYSTEM OF TEXAS	0.1%	30.68K	818K	-2.09K	-6.38%
Mar 31, 2024	TD ASSET MANAGEMENT INC	0.1%	30.7K	818.46M	0	0
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.11%	32.77K	873.73K	8.3K	+33.92%
Mar 31, 2024	INSPIRE INVESTING, LLC	0.11%	33.34K	888.95K	4.77K	+16.69%
Mar 31, 2024	WAKEFIELD ASSET MANAGEMENT LLLP	0.11%	34.1K	909.16K	34.1K	+100.00%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.11%	34.14K	910.04K	15.43K	+82.44%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.13%	40.15K	1.07M	-1.65K	-3.95%
Mar 31, 2024	CREDIT SUISSE AG/	0.14%	43.48K	1.16M	2.04K	+4.93%
Mar 31, 2024	UBS GROUP AG	0.14%	43.74K	1.17M	7.44K	+20.51%
Mar 31, 2024	SWISS NATIONAL BANK	0.16%	48.4K	1.29M	0	0
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.16%	49.65K	1.32M	0	0
Mar 31, 2024	EXCHANGE TRADED CONCEPTS, LLC	0.18%	54.69K	1.46M	-4.12K	-7.01%
Mar 31, 2024	HARBOR CAPITAL ADVISORS, INC.	0.18%	55.7K	1.49M	50.28K	+927.41%
Mar 31, 2024	MCKINLEY CAPITAL MANAGEMENT LLC	0.44%	133.11K	3.55M	0	0
Mar 31, 2024	STATE STREET CORP	3.19%	968.88K	25.83M	12.91K	+1.35%
Mar 31, 2024	GLOBEFLEX CAPITAL L P	0.19%	58.34K	1.56M	-7.98K	-12.03%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.21%	63.9K	1.7M	-15K	-19.01%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.21%	64.78K	1.73M	-1.61K	-2.42%
Mar 31, 2024	JPMORGAN CHASE & CO	0.22%	65.58K	1.75M	7.42K	+12.76%
Mar 31, 2024	KORNITZER CAPITAL MANAGEMENT INC /KS	0.22%	67.1K	1.79M	0	0
Mar 31, 2024	ASSENAGON ASSET MANAGEMENT S.A.	0.31%	92.6K	2.47M	-5.22K	-5.33%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.32%	96.72K	2.58M	17.06K	+21.42%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.34%	104.26K	2.78M	53	+0.05%
Mar 31, 2024	CONNORS INVESTOR SERVICES INC	0.38%	115.26K	3.07M	-18.77K	-14.01%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	1.21%	366.12K	9.76M	120.43K	+49.02%
Mar 31, 2024	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.87%	869.03K	23.17B	27.13K	+3.22%
Mar 31, 2024	AM INVESTMENT STRATEGIES LLC	0.19%	57.74K	1.54M	-5.41K	-8.56%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.19%	58.23K	1.55M	46.61K	+401.03%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.23%	69.29K	1.85M	191	+0.28%
Mar 31, 2024	RHUMBLINE ADVISERS	0.25%	75.35K	2.01M	-839	-1.10%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.26%	78.75K	2.13M	1.13K	+1.46%
Mar 31, 2024	PINNACLE FINANCIAL PARTNERS INC	0.27%	83K	2.21M	-92	-0.11%
Mar 31, 2024	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.28%	86.22K	2.3M	10.84K	+14.37%
Mar 31, 2024	CAMBIAR INVESTORS LLC	0.29%	87.36K	2.33M	-1.99K	-2.23%
Mar 31, 2024	FMR LLC	0.29%	88.05K	2.35M	9.39K	+11.94%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.42%	128.68K	3.43M	58	+0.05%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.49%	148.41K	3.96M	-3.34K	-2.20%
Mar 31, 2024	SEI INVESTMENTS CO	0.57%	171.43K	4.57M	3.93K	+2.34%
Mar 31, 2024	HILLSDALE INVESTMENT MANAGEMENT INC.	0.62%	188.88K	5.04M	15.15K	+8.72%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	0.63%	191.49K	5.11M	-2.76K	-1.42%
Mar 31, 2024	WESTERN STANDARD LLC	0.65%	197.69K	5.27M	-63.98K	-24.45%
Mar 31, 2024	HERALD INVESTMENT MANAGEMENT LTD	0.66%	200K	5.32M	25K	+14.29%
Mar 31, 2024	INVESCO LTD.	0.66%	200.06K	5.33M	-21.96K	-9.89%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.69%	209.37K	5.58M	9.6K	+4.80%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.71%	214.18K	5.71M	-20.69K	-8.81%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.72%	219.22K	5.84M	42.86K	+24.30%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.87%	264.88K	7.06M	-21.28K	-7.44%
Mar 31, 2024	NORTHERN TRUST CORP	0.9%	274.27K	7.31M	-16.16K	-5.56%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.96%	292.44K	7.77M	-13.9K	-4.54%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.04%	316.66K	8.44M	-17.46K	-5.23%
Mar 31, 2024	MORGAN STANLEY	1.15%	347.39K	9.26M	-8.49K	-2.39%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.63%	494.83K	13.19M	87.4K	+21.45%
Mar 31, 2024	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.66%	503.45K	13.42M	-1.66K	-0.33%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.88%	576.64K	15.59M	20.04K	+3.60%
Dec 31, 2023	HEARTLAND ADVISORS INC	2.09%	640.73K	18.46M	5.59K	+0.88%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	2.11%	647K	17.49M	71.1K	+12.35%
Dec 31, 2023	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.74%	841.9K	22.76M	-2.55K	-0.30%
Dec 31, 2023	STATE STREET CORP	3.12%	955.97K	25.84M	35.09K	+3.81%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	5.08%	1.56M	42.1M	-3.29K	-0.21%
Dec 31, 2023	VANGUARD GROUP INC	9.47%	2.91M	78.57M	-584	-0.02%
Dec 31, 2023	BLACKROCK INC.	13.15%	4.03M	109.04M	91.08K	+2.31%
Dec 31, 2023	B. RILEY ASSET MANAGEMENT, LLC	0.19%	57.13K	1.39M	-10K	-14.90%
Dec 31, 2023	JPMORGAN CHASE & CO	0.19%	58.15K	1.57M	9.82K	+20.32%
Dec 31, 2023	EXCHANGE TRADED CONCEPTS, LLC	0.19%	58.82K	1.59M	463	+0.79%
Dec 31, 2023	AM INVESTMENT STRATEGIES LLC	0.21%	63.14K	1.71M	-1K	-1.56%
Dec 31, 2023	GLOBEFLEX CAPITAL L P	0.22%	66.32K	1.79M	6.9K	+11.61%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	2.07%	635.3K	17.16M	-127.66K	-16.73%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.22%	66.39K	1.79M	5.69K	+9.37%
Dec 31, 2023	KORNITZER CAPITAL MANAGEMENT INC /KS	0.22%	67.1K	1.81M	0	0
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.23%	69.1K	1.87M	-817	-1.17%
Dec 31, 2023	MARTINGALE ASSET MANAGEMENT L P	0.24%	74.25K	2.01M	-470	-0.63%
Dec 31, 2023	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.25%	75.38K	2.04M	169	+0.22%
Dec 31, 2023	RHUMBLINE ADVISERS	0.25%	76.19K	2.06M	-1.11K	-1.43%
Dec 31, 2023	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.25%	77.62K	2.1M	-380	-0.49%
Dec 31, 2023	FMR LLC	0.26%	78.66K	2.13M	4.92K	+6.67%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.26%	78.9K	2.13M	-500	-0.63%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.26%	79.66K	2.15M	2.84K	+3.70%
Dec 31, 2023	PINNACLE FINANCIAL PARTNERS INC	0.27%	83.09K	2.25M	-92	-0.11%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.27%	83.66K	2.26M	-4.45K	-5.05%
Dec 31, 2023	CAMBIAR INVESTORS LLC	0.29%	89.35K	2.42M	-21.97K	-19.73%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.32%	97.81K	2.64M	-35.9K	-26.85%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.34%	104.21K	2.82M	-6.74K	-6.08%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.42%	128.62K	3.48M	-4.74K	-3.55%
Dec 31, 2023	MCKINLEY CAPITAL MANAGEMENT LLC	0.43%	133.11K	3.6M	0	0
Dec 31, 2023	CONNORS INVESTOR SERVICES INC	0.44%	134.03K	3.62M	2.21K	+1.68%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.49%	151.75K	4.1M	-43.23K	-22.17%
Dec 31, 2023	SEI INVESTMENTS CO	0.55%	167.5K	4.53M	-235	-0.14%
Dec 31, 2023	HILLSDALE INVESTMENT MANAGEMENT INC.	0.57%	173.73K	4.7M	-600	-0.34%
Dec 31, 2023	HERALD INVESTMENT MANAGEMENT LTD	0.57%	175K	4.73M	0	0
Dec 31, 2023	PANAGORA ASSET MANAGEMENT INC	0.57%	176.37K	4.77M	-10.53K	-5.64%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	0.63%	194.24K	5.25M	-5.69K	-2.84%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.65%	199.78K	5.4M	5.37K	+2.76%
Dec 31, 2023	INVESCO LTD.	0.72%	222.02K	6M	-87.76K	-28.33%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.77%	234.87K	6.35M	32.69K	+16.17%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.8%	245.69K	6.64M	-128.95K	-34.42%
Dec 31, 2023	WESTERN STANDARD LLC	0.85%	261.67K	7.07M	-131.41K	-33.43%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.93%	286.16K	7.73M	26.2K	+10.08%
Dec 31, 2023	NORTHERN TRUST CORP	0.95%	290.43K	7.85M	-123	-0.04%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1%	306.34K	8.28M	27.27K	+9.77%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.09%	334.12K	9.03M	-82.31K	-19.76%
Dec 31, 2023	MORGAN STANLEY	1.16%	355.88K	9.62M	41.46K	+13.19%
Dec 31, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.33%	407.43K	11.01M	52.65K	+14.84%
Dec 31, 2023	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.65%	505.11K	13.65M	-315	-0.06%

Insiders

Among the HSTM insiders holding of 21.17% of the stake in company, FRIST ROBERT A JR, CEO, holds the largest shares of 4.86M. PEARSON J EDWARD, President and COO, is the second largest HSTM insider with ownership of 185.17K shares. SHMERLING MICHAEL D, director, stands third with possession of 86.3K shares of that stake.

Insiders	Designation	Shares Held
FRIST ROBERT A JR	CEO	4.86M
PEARSON J EDWARD	President and COO	185.17K
SHMERLING MICHAEL D	director	86.3K
NEWMAN ARTHUR E	Executive Vice President	80.01K
DENT THOMPSON	director	53.69K
DOSTER JEFFREY	Chief Information Officer	45.24K
SOUSA MICHAEL	Executive Vice President	42.53K
POLLEY DALE W	director	39K
REBROVICK LINDA	director	37.73K
CUNNINGHAM JEFF	Chief Technology Officer	31.49K
HAYDEN GERARD M JR	Chief Financial Officer	30.29K
HARRIS C MARTIN	director	26.03K
TAYLOR TATE DEBORAH	director	23.13K
STEAD WILLIAM	director	21.01K
O'HARA KEVIN P	Executive Vice President	16.37K
COADY TRISHA L	Senior Vice President	14.69K
MCLAREN JEFFREY L		13.07K
FENSTERMACHER SCOTT	Senior Vice President	12.33K
MCQUIGG MICHAEL SCOTT	Senior Vice President	5.07K
GORDON FRANK	director	2K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 10, 2025	CUNNINGHAM JEFF	SALE	24.09	2.1K	50.59K	31.49K
Dec 08, 2025	O'HARA KEVIN P	SALE	24.26	2K	48.52K	16.37K
Nov 26, 2025	TAYLOR TATE DEBORAH	SALE	25.46	1.58K	40.23K	23.13K
Aug 27, 2025	O'HARA KEVIN P	SALE	27.97	2K	55.94K	17.14K
Feb 27, 2025	FENSTERMACHER SCOTT	SALE	33.15	2K	66.3K	12.33K
Aug 29, 2024	TAYLOR TATE DEBORAH	SALE	28.53	1.4K	39.94K	22.33K
Aug 26, 2024	FENSTERMACHER SCOTT	SALE	28.99	1K	28.99K	12.01K
Aug 07, 2024	O'HARA KEVIN P	SALE	28.03	3K	84.09K	9.53K
May 01, 2024	FENSTERMACHER SCOTT	SALE	26.19	1K	26.19K	13.01K
Feb 26, 2024	SOUSA MICHAEL	SALE	27.25	15K	408.75K	42.53K
Feb 22, 2024	FENSTERMACHER SCOTT	SALE	26.59	1K	26.59K	14.01K
Feb 22, 2024	COADY TRISHA L	SALE	26.34	7K	184.36K	14.69K
Apr 27, 2023	PEARSON J EDWARD	SALE	24.96	15.15K	378.1K	185.17K
Feb 24, 2023	TAYLOR TATE DEBORAH	SALE	25.26	3.37K	85.23K	18.49K
Jul 29, 2022	MCLAREN JEFFREY L	SALE	24.17	5K	120.83K	13.07K
Feb 24, 2022	MCQUIGG MICHAEL SCOTT	PURCHASE	19.12	500	9.56K	5.07K
Nov 18, 2021	GORDON FRANK	PURCHASE	25.02	2K	50.05K	2K
Aug 16, 2021	TAYLOR TATE DEBORAH	SALE	30.35	1K	30.35K	20.38K
May 04, 2021	FRIST ROBERT A JR	PURCHASE	24.83	5K	124.15K	4.86M
May 03, 2021	FRIST ROBERT A JR	PURCHASE	24.81	4K	99.24K	4.85M
Feb 26, 2021	MCLAREN JEFFREY L	SALE	23.65	4K	94.59K	12.78K
Oct 31, 2019	TAYLOR TATE DEBORAH	SALE	28.29	6.5K	183.74K	16.18K
Aug 12, 2019	MCLAREN JEFFREY L	SALE	28.58	5K	142.91K	14.19K
May 15, 2019	HARRIS C MARTIN	SALE	25.72	1.12K	28.7K	26.03K
May 15, 2019	REBROVICK LINDA	SALE	25.90	15K	388.5K	37.73K
May 18, 2018	HARRIS C MARTIN	SALE	27.63	525	14.5K	24.27K
May 15, 2018	HAYDEN GERARD M JR	SALE	26.99	14.23K	383.94K	30.29K
May 07, 2018	HARRIS C MARTIN	SALE	26.58	3.42K	90.76K	24.79K
May 04, 2018	MCLAREN JEFFREY L	SALE	25.94	15K	389.14K	16.32K
May 03, 2018	SOUSA MICHAEL	SALE	25.09	16.01K	401.55K	13.83K
Mar 14, 2018	HAYDEN GERARD M JR	SALE	24.63	15K	369.38K	41.4K
Mar 07, 2018	TAYLOR TATE DEBORAH	SALE	24.32	12K	291.8K	17.86K
Mar 07, 2018	REBROVICK LINDA	SALE	24.20	21K	508.2K	32.01K
Mar 01, 2018	HARRIS C MARTIN	SALE	24.06	10.45K	251.49K	25.36K
Feb 26, 2018	HAYDEN GERARD M JR	SALE	24.27	14.15K	343.34K	45.55K
Feb 23, 2018	DOSTER JEFFREY	SALE	24.57	10K	245.66K	45.24K
Feb 23, 2018	STEAD WILLIAM	SALE	24.41	15K	366.13K	21.01K
Feb 23, 2018	HAYDEN GERARD M JR	SALE	24.38	10.86K	264.62K	59.69K
Aug 15, 2016	TAYLOR TATE DEBORAH	SALE	24.28	1.5K	36.43K	12.19K
Feb 26, 2016	DOSTER JEFFREY	SALE	20.96	15K	314.37K	3.94K
Feb 22, 2016	SOUSA MICHAEL	SALE	21.35	10K	213.51K	17.53K
Feb 19, 2016	MCLAREN JEFFREY L	SALE	21.22	10K	212.2K	8.21K
Mar 12, 2015	DENT THOMPSON	SALE	25.68	13.7K	351.88K	53.69K
Mar 06, 2015	SOUSA MICHAEL	SALE	26.00	4.56K	118.51K	26.01K
Mar 03, 2015	SOUSA MICHAEL	SALE	26.00	5.44K	141.49K	30.56K
Aug 13, 2014	SOUSA MICHAEL	SALE	26.13	10K	261.27K	29.44K
Aug 13, 2014	STEAD WILLIAM	SALE	26.00	5K	130K	21.7K
Aug 13, 2014	HAYDEN GERARD M JR	SALE	26.04	25K	650.93K	2.96K
Aug 13, 2014	POLLEY DALE W	SALE	26.05	11K	286.53K	39K
Aug 13, 2014	GORDON FRANK	SALE	26.00	12K	312K	113.02K
Aug 13, 2014	TAYLOR TATE DEBORAH	SALE	26.05	2K	52.09K	8.35K
Aug 13, 2014	DOSTER JEFFREY	SALE	26.04	25K	650.93K	1.72K
May 09, 2014	HARRIS C MARTIN	SALE	24.22	1.1K	26.64K	1.56K
Mar 07, 2014	SOUSA MICHAEL	SALE	28.73	25.62K	736.25K	38.48K
Jan 23, 2014	PEARSON J EDWARD	SALE	30.91	5.99K	185.22K	52.81K
Jan 02, 2014	PEARSON J EDWARD	SALE	31.73	7K	222.13K	52.81K
Dec 20, 2013	PEARSON J EDWARD	SALE	31.34	7K	219.38K	9.91K
Dec 02, 2013	PEARSON J EDWARD	SALE	33.08	7K	231.57K	9.91K
Nov 21, 2013	PEARSON J EDWARD	SALE	32.58	7K	228.06K	9.91K
Nov 01, 2013	PEARSON J EDWARD	SALE	33.90	7K	237.32K	9.91K
Oct 21, 2013	PEARSON J EDWARD	SALE	38.21	7K	267.44K	9.91K
Oct 01, 2013	PEARSON J EDWARD	SALE	38.58	7K	270.09K	9.91K
Sep 23, 2013	PEARSON J EDWARD	SALE	35.08	7K	245.57K	9.91K
Sep 03, 2013	PEARSON J EDWARD	SALE	33.66	7K	235.61K	9.91K
Aug 21, 2013	PEARSON J EDWARD	SALE	32.04	7K	224.3K	9.91K
Aug 14, 2013	NEWMAN ARTHUR E	SALE	32.64	28.45K	928.74K	80.01K
Aug 14, 2013	SHMERLING MICHAEL D	SALE	32.89	29.34K	964.8K	86.3K
Aug 13, 2013	SHMERLING MICHAEL D	SALE	33.15	7.8K	258.71K	115.63K
Aug 13, 2013	NEWMAN ARTHUR E	SALE	33.22	21.55K	715.69K	108.46K
Aug 12, 2013	MCLAREN JEFFREY L	SALE	33.46	15K	501.83K	13.47K
Aug 02, 2013	NEWMAN ARTHUR E	SALE	31.82	47.44K	1.51M	130.01K
Aug 01, 2013	NEWMAN ARTHUR E	SALE	31.70	10.57K	334.95K	162.01K
Aug 01, 2013	PEARSON J EDWARD	SALE	31.74	7K	222.17K	9.91K
Jul 31, 2013	NEWMAN ARTHUR E	SALE	31.63	11.14K	352.5K	162.01K
Jul 31, 2013	REBROVICK LINDA	SALE	31.75	14.36K	455.83K	12K
Jul 30, 2013	HARRIS C MARTIN	SALE	31.50	341	10.74K	659
Jul 30, 2013	NEWMAN ARTHUR E	SALE	31.97	4.91K	156.82K	162.01K
Jul 29, 2013	NEWMAN ARTHUR E	SALE	32.02	33.05K	1.06M	162.01K
Jul 29, 2013	REBROVICK LINDA	SALE	32.02	6.64K	212.71K	26.36K
Jul 26, 2013	NEWMAN ARTHUR E	SALE	31.97	56.51K	1.81M	162.01K
Jul 26, 2013	HAYDEN GERARD M JR	SALE	32.29	5K	161.47K	4.87K
Jul 26, 2013	POLLEY DALE W	SALE	31.96	14.75K	471.48K	33K
Jul 25, 2013	HAYDEN GERARD M JR	SALE	32.62	25K	815.48K	4.87K
Jul 25, 2013	DOSTER JEFFREY	SALE	32.08	25K	801.99K	25.51K
Jul 22, 2013	PEARSON J EDWARD	SALE	29.06	7K	203.39K	9.91K
Jul 01, 2013	PEARSON J EDWARD	SALE	25.51	7K	178.54K	9.91K
Jun 21, 2013	PEARSON J EDWARD	SALE	24.85	7K	173.92K	9.91K
Jun 03, 2013	PEARSON J EDWARD	SALE	27.10	7K	189.67K	9.91K
May 21, 2013	PEARSON J EDWARD	SALE	24.98	7K	174.84K	9.91K
May 20, 2013	MCLAREN JEFFREY L	SALE	25.05	2.73K	68.47K	13.47K
May 17, 2013	MCLAREN JEFFREY L	SALE	25.00	7.27K	181.68K	13.47K
May 15, 2013	MCLAREN JEFFREY L	SALE	24.03	6K	144.19K	13.47K
May 03, 2013	NEWMAN ARTHUR E	SALE	22.68	11.14K	252.6K	162.01K
May 02, 2013	NEWMAN ARTHUR E	SALE	22.54	3.86K	87.05K	173.14K
May 01, 2013	PEARSON J EDWARD	SALE	22.40	7.01K	156.97K	9.91K
Apr 29, 2013	SOUSA MICHAEL	SALE	22.81	3.36K	76.72K	38.48K
Apr 26, 2013	SOUSA MICHAEL	SALE	22.57	29.04K	655.45K	38.48K
Apr 25, 2013	SOUSA MICHAEL	SALE	23.12	7.73K	178.59K	38.48K
Mar 28, 2013	MCLAREN JEFFREY L	SALE	23.05	6K	138.28K	13.47K
Mar 26, 2013	MCLAREN JEFFREY L	SALE	22.07	5K	110.36K	13.47K
Mar 11, 2013	TAYLOR TATE DEBORAH	SALE	20.86	3.9K	81.34K	3.6K
Mar 06, 2013	NEWMAN ARTHUR E	SALE	20.36	20K	407.26K	176.5K
Mar 06, 2013	MCLAREN JEFFREY L	SALE	20.94	40.64K	850.96K	12.47K
Mar 05, 2013	DOSTER JEFFREY	SALE	20.62	18.78K	387.16K	0
Mar 04, 2013	DOSTER JEFFREY	SALE	21.27	6.22K	132.32K	0
Mar 04, 2013	MCLAREN JEFFREY L	SALE	21.95	100	2.2K	53.11K
Mar 04, 2013	REBROVICK LINDA	SALE	20.86	480	10.01K	24.52K
Mar 01, 2013	STEAD WILLIAM	SALE	21.81	52K	1.13M	18.7K
Mar 01, 2013	HAYDEN GERARD M JR	SALE	21.82	20K	436.34K	4.32K
Mar 01, 2013	MCLAREN JEFFREY L	SALE	21.90	29.26K	640.81K	53.21K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES7.68K4

NET SHARES-7.68K4

SHARES HELD88.13K4

% NET SHARES-108.71%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares2.78

Short Percent Of Float5.07

Shares Outstanding29.64M

Shares Float23.39M

Shares Short825.28K

Short Ratio4.49

5.07%

Short % of Float

2.78%

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

21.17% Percentage of Shares held by All Insiders

76.64% Percentage of Shares held by All Institutions

97.22% Percentage of Float held by Institutions

292

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	CITADEL ADVISORS LLC	0.47%	141.73K	4M	-7.52K	-5.04%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.2%	62.09K	1.75M	3.55K	+6.07%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.53%	162.05K	4.58M	20.77K	+14.70%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.76%	232.23K	6.56M	10.23K	+4.61%
Sep 30, 2025	COPELAND CAPITAL MANAGEMENT, LLC	2.75%	836.08K	23.61M	-46.87K	-5.31%
Sep 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.1%	30.12K	850.45K	-53K	-63.76%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.1%	31.42K	895.64K	2.1K	+7.17%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.9%	274.55K	7.75M	22.6K	+8.97%
Sep 30, 2025	CERITY PARTNERS LLC	0.11%	33.47K	945.13K	33.47K	+100.00%
Sep 30, 2025	RIVERWATER PARTNERS LLC	0.11%	33.92K	957.93K	0	0
Sep 30, 2025	VANGUARD GROUP INC	9.83%	2.99M	84.3M	-75.89K	-2.48%
Sep 30, 2025	MORGAN STANLEY	0.81%	244.61K	6.91M	-38.75K	-13.67%
Sep 30, 2025	NORTHERN TRUST CORP	1.2%	365.89K	10.33M	-12.85K	-3.39%
Sep 30, 2025	CAMBIAR INVESTORS LLC	0.22%	67.23K	1.9M	0	0
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.22%	67.57K	1.91M	-1.31K	-1.90%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.11%	34.14K	964.2K	-10.59K	-23.68%
Sep 30, 2025	BARCLAYS PLC	0.11%	34.75K	981.37K	-12.3K	-26.14%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.31%	93.71K	2.65M	-10.18K	-9.80%
Sep 30, 2025	CONNORS INVESTOR SERVICES INC	0.33%	100.12K	2.83M	-3.62K	-3.49%
Sep 30, 2025	FMR LLC	0.57%	172.33K	4.87M	15.74K	+10.05%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.57%	173.3K	4.89M	94.4K	+119.65%
Sep 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.62%	187.91K	5.31M	1.87K	+1.00%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.63%	192.9K	5.45M	-675	-0.35%
Sep 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.49%	452.38K	12.78M	-93.6K	-17.14%
Sep 30, 2025	BLACKROCK, INC.	11.85%	3.6M	101.65M	-12.47K	-0.35%
Sep 30, 2025	NUMERAI GP LLC	0.22%	67.69K	1.91M	67.69K	+100.00%
Sep 30, 2025	KORNITZER CAPITAL MANAGEMENT INC /KS	0.21%	63.1K	1.78M	0	0
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.12%	34.96K	987.16K	-700	-1.96%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.12%	37.64K	1.06B	-1.34K	-3.44%
Sep 30, 2025	ANNEX ADVISORY SERVICES, LLC	0.13%	40.11K	1.13M	-6.71K	-14.34%
Sep 30, 2025	KLP KAPITALFORVALTNING AS	0.13%	40.3K	1.14M	7.1K	+21.39%
Sep 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.15%	44.78K	1.26M	44.78K	+100.00%
Sep 30, 2025	SWISS NATIONAL BANK	0.16%	47.2K	1.33M	0	0
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.69%	210.07K	5.93M	-46.39K	-18.09%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.69%	210.07K	5.93M	-857	-0.41%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.41%	123.2K	3.48M	-6.89K	-5.30%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.43%	130.65K	3.69M	46.86K	+55.92%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.18%	53.71K	1.52M	-1.61K	-2.90%
Sep 30, 2025	AM INVESTMENT STRATEGIES LLC	0.19%	57.74K	1.63M	0	0
Sep 30, 2025	BRIDGE CITY CAPITAL, LLC	0.2%	59.91K	1.69M	936	+1.59%
Sep 30, 2025	HEARTLAND ADVISORS INC	0.21%	63.99K	1.81M	-709	-1.10%
Sep 30, 2025	RHUMBLINE ADVISERS	0.23%	68.71K	1.94M	-1.06K	-1.52%
Sep 30, 2025	GLOBEFLEX CAPITAL L P	0.24%	72.99K	2.06M	0	0
Sep 30, 2025	PINNACLE FINANCIAL PARTNERS INC	0.27%	83K	2.34M	-14	-0.02%
Sep 30, 2025	UBS GROUP AG	0.36%	109.09K	3.08M	-1.51K	-1.36%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.44%	133.71K	3.78M	4.88K	+3.78%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.53%	162.43K	4.59M	10.92K	+7.21%
Sep 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	1.16%	351.95K	9.94M	-28.65K	-7.53%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.35%	409.4K	11.56M	2.9K	+0.71%
Sep 30, 2025	JPMORGAN CHASE & CO	1.42%	432.82K	12.22M	184.92K	+74.59%
Sep 30, 2025	NUVEEN, LLC	0.17%	51.41K	1.45M	0	0
Sep 30, 2025	INVESCO LTD.	0.49%	150.38K	4.25M	-28.82K	-16.08%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	2.13%	647.2K	18.28M	-9.7K	-1.48%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	2.44%	741.87K	20.93M	-20.47K	-2.69%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.54%	770.28K	21.75M	4.09K	+0.53%
Sep 30, 2025	SEI INVESTMENTS CO	0.62%	187.32K	5.29M	-16.27K	-7.99%
Sep 30, 2025	STATE STREET CORP	3.24%	983.07K	27.76M	-47.12K	-4.57%
Sep 30, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.04%	316.44K	8.94M	-2.86K	-0.90%
Sep 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.28%	86.6K	2.45M	-256.52K	-74.76%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.29%	87.03K	2.46M	27.51K	+46.21%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.3%	92.49K	2.61M	-11.52K	-11.07%
Sep 30, 2025	HERALD INVESTMENT MANAGEMENT LTD	0.63%	190K	5.37M	190K	+100.00%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.64%	1.41M	39.85M	-13.93K	-0.98%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.33%	101.04K	2.85M	-96.98K	-48.97%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.34%	104.08K	2.94M	0	0
Sep 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.68%	206.9K	5.84M	231	+0.11%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.83%	251.29K	7.1M	0	0
Jun 30, 2025		0.11%	33.2K	918.64K	0	0
Jun 30, 2025	RIVERWATER PARTNERS LLC	0.11%	33.92K	938.59K	33.92K	+100.00%
Jun 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.11%	34.56K	956.19K	-12.51K	-26.57%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.52%	766.19K	21.2M	38.87K	+5.34%
Jun 30, 2025	AM INVESTMENT STRATEGIES LLC	0.19%	57.74K	1.6M	0	0
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.11%	33.29K	921.11K	-5.71K	-14.64%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.05%	14.36K	397.26K	121	+0.85%
Jun 30, 2025	INSPIRE INVESTING, LLC	0.05%	14.13K	391.03K	-20.84K	-59.59%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.05%	13.99K	387.21K	13.99K	+100.00%
Jun 30, 2025	LEGATO CAPITAL MANAGEMENT LLC	0.05%	13.7K	379.16K	0	0
Jun 30, 2025	HORIZON INVESTMENTS, LLC	0.04%	13.52K	374.04K	13.52K	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.65%	198.02K	5.48M	14.09K	+7.66%
Jun 30, 2025	INVESCO LTD.	0.59%	179.2K	4.96M	19.81K	+12.43%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.47%	141.28K	3.91M	50.85K	+56.23%
Jun 30, 2025	JEFFERIES FINANCIAL GROUP INC.	0.12%	36.3K	1M	-5.9K	-13.98%
Jun 30, 2025	XTX TOPCO LTD	0.12%	36.44K	1.01M	36.44K	+100.00%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.12%	36.91K	1.02M	-2.78K	-7.01%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.13%	38.44K	1.06B	-54.32K	-58.56%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.13%	38.98K	1.08M	-2.16K	-5.26%
Jun 30, 2025	ANNEX ADVISORY SERVICES, LLC	0.15%	46.82K	1.3M	1.98K	+4.41%
Jun 30, 2025	ROYAL BANK OF CANADA	0.18%	54.31K	1.5M	10.41K	+23.72%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.19%	58.54K	1.62M	6.1K	+11.62%
Jun 30, 2025	BRIDGE CITY CAPITAL, LLC	0.19%	58.98K	1.63M	441	+0.75%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.69%	210.93K	5.84M	-4.16K	-1.94%
Jun 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.68%	206.67K	5.72M	-1.15K	-0.55%
Jun 30, 2025	TEXAS PERMANENT SCHOOL FUND CORP	0.25%	75.89K	2.1M	7.89K	+11.60%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.09%	27.73K	767K	0	0
Jun 30, 2025	CONNORS INVESTOR SERVICES INC	0.34%	103.75K	2.87M	-353	-0.34%
Jun 30, 2025	MORGAN STANLEY	0.93%	283.36K	7.84M	-13.9K	-4.67%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	2.16%	656.9K	18.18M	108.9K	+19.87%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.55%	167.48K	4.63M	92.85K	+124.40%
Jun 30, 2025	NORTHERN TRUST CORP	1.25%	378.74K	10.48M	-7.39K	-1.91%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.84%	256.46K	7.1M	39.55K	+18.24%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.83%	251.29K	6.95M	2.39K	+0.96%
Jun 30, 2025	JPMORGAN CHASE & CO	0.82%	247.91K	6.86M	186.23K	+301.96%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.42%	128.83K	3.56M	-996	-0.77%
Jun 30, 2025	UBS GROUP AG	0.36%	110.6K	3.06M	-6.29K	-5.38%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.28%	83.8K	2.32M	-71.49K	-46.04%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.26%	78.9K	2.18M	49.2K	+165.66%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.25%	75.35K	2.08M	21K	+38.63%
Jun 30, 2025	RHUMBLINE ADVISERS	0.23%	69.77K	1.93M	-591	-0.84%
Jun 30, 2025	BLACKROCK, INC.	11.89%	3.61M	99.94M	-304.42K	-7.77%
Jun 30, 2025	COPELAND CAPITAL MANAGEMENT, LLC	2.91%	882.95K	24.43M	119.26K	+15.62%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	2.51%	762.34K	21.08M	37K	+5.10%
Jun 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.8%	545.98K	15.11M	-67.99K	-11.07%
Jun 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	1.25%	380.6K	10.53M	235.38K	+162.08%
Jun 30, 2025	DIVERSIFIED TRUST CO	0.04%	10.9K	301.6K	1.73K	+18.81%
Jun 30, 2025	SEIZERT CAPITAL PARTNERS, LLC	0.04%	10.89K	301.35K	-266	-2.38%
Jun 30, 2025	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.03%	10.46K	289.48K	-24.38K	-69.97%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.03%	10.2K	282.12K	816	+8.70%
Jun 30, 2025	NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN	0.03%	10K	276.7K	0	0
Jun 30, 2025	MQS MANAGEMENT LLC	0.03%	9.38K	259.6K	-1.94K	-17.12%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.03%	9.22K	255K	1.25K	+15.65%
Jun 30, 2025	YOUSIF CAPITAL MANAGEMENT, LLC	0.03%	9.16K	253.43K	-30	-0.33%
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	1.13%	343.12K	9.49M	-81.67K	-19.23%
Jun 30, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.05%	319.3K	8.84M	960	+0.30%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.83%	251.95K	6.97M	109.88K	+77.34%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.34%	104K	2.88M	5.41K	+5.49%
Jun 30, 2025	STATE STREET CORP	3.39%	1.03M	28.51M	-11.98K	-1.15%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.69%	1.42M	39.43M	-29.88K	-2.05%
Jun 30, 2025	VANGUARD GROUP INC	10.07%	3.06M	84.7M	7.84K	+0.26%
Jun 30, 2025	PINNACLE FINANCIAL PARTNERS INC	0.27%	83.01K	2.3M	0	0
Jun 30, 2025	ILLINOIS MUNICIPAL RETIREMENT FUND	0.04%	12.57K	347.7K	212	+1.72%
Jun 30, 2025	LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM	0.04%	11.3K	312.67K	0	0
Jun 30, 2025	VESTCOR INC	0.04%	12.46K	345K	1.08K	+9.48%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.34%	406.5K	11.25M	-6.4K	-1.55%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.27%	83.11K	2.3M	5.9K	+7.65%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.34%	103.89K	2.87M	4.37K	+4.39%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.43%	130.09K	3.6M	4.63K	+3.69%
Jun 30, 2025	CITADEL ADVISORS LLC	0.49%	149.24K	4.13M	141.08K	+1,728.04%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.2%	59.52K	1.65M	59.52K	+100.00%
Jun 30, 2025	KORNITZER CAPITAL MANAGEMENT INC /KS	0.21%	63.1K	1.75M	-4K	-5.96%
Jun 30, 2025	HEARTLAND ADVISORS INC	0.21%	64.69K	1.79M	-170.89K	-72.54%
Jun 30, 2025	CAMBIAR INVESTORS LLC	0.22%	67.23K	1.86M	-28	-0.04%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.23%	68.88K	1.91M	424	+0.62%
Jun 30, 2025	GLOBEFLEX CAPITAL L P	0.24%	72.99K	2.02M	-18.98K	-20.64%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.5%	151.5K	4.19M	96.98K	+177.88%
Jun 30, 2025	FMR LLC	0.52%	156.58K	4.33M	2.63K	+1.71%
Jun 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.61%	186.04K	5.15M	66.08K	+55.08%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.64%	193.58K	5.36M	13.99K	+7.79%
Jun 30, 2025	SEI INVESTMENTS CO	0.67%	203.59K	5.63M	-23.54K	-10.36%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.73%	222K	6.14M	-1.13K	-0.51%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.34%	104.08K	2.88M	3.78K	+3.77%
Jun 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.05%	14.36K	396K	1.05K	+7.86%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.05%	16.38K	453.21K	-100	-0.61%
Jun 30, 2025	ENTRYPOINT CAPITAL, LLC	0.06%	17.97K	497.09K	17.97K	+100.00%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.07%	20.46K	566.24K	10.12K	+97.82%
Jun 30, 2025	NEBULA RESEARCH & DEVELOPMENT LLC	0.07%	21.66K	599.31K	2.77K	+14.65%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.08%	23.51K	650.61M	-16.21K	-40.81%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.08%	24.53K	678.61K	468	+1.95%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.08%	24.56K	679.47M	0	0
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.1%	30.15K	834.2M	0	0
Jun 30, 2025	MAN GROUP PLC	0.1%	30.67K	848.58K	-3.76K	-10.93%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.33%	100.3K	3.23M	100.3K	+100.00%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.22%	68.46K	2.2M	-1.08K	-1.55%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.78%	1.45M	46.81M	-83.2K	-5.41%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.82%	248.9K	8.01M	27.29K	+12.31%
Mar 31, 2025	HEARTLAND ADVISORS INC	0.77%	235.58K	7.58M	-51.81K	-18.03%
Mar 31, 2025	SEI INVESTMENTS CO	0.75%	227.13K	7.31M	-7.08K	-3.02%
Mar 31, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.53%	161.65K	5.2M	5.4K	+3.46%
Mar 31, 2025	INVESCO LTD.	0.52%	159.39K	5.13M	-88.83K	-35.79%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.51%	155.29K	5M	-56.37K	-26.63%
Mar 31, 2025	CERITY PARTNERS LLC	0.86%	262.94K	8.46M	-37.13K	-12.37%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.73%	223.13K	7.18M	-134	-0.06%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.6%	183.93K	5.92M	-1.82K	-0.98%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.43%	129.83K	4.18M	3.16K	+2.49%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.32%	98.59K	3.17M	38.41K	+63.83%
Mar 31, 2025	PINNACLE FINANCIAL PARTNERS INC	0.27%	83.01K	2.67M	14	+0.02%
Mar 31, 2025		0.24%	73.96K	2.38M	73.96K	+100.00%
Mar 31, 2025	RHUMBLINE ADVISERS	0.23%	70.36K	2.26M	-4.11K	-5.51%
Mar 31, 2025	HARBOR CAPITAL ADVISORS, INC.	1.4%	424.79K	13.67M	10K	+2.41%
Mar 31, 2025	STATE STREET CORP	3.42%	1.04M	33.54M	25.63K	+2.52%
Mar 31, 2025	COPELAND CAPITAL MANAGEMENT, LLC	2.51%	763.69K	24.58M	384.38K	+101.34%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.39%	727.33K	23.41M	33.05K	+4.76%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	2.38%	725.34K	23.32M	-81.17K	-10.06%
Mar 31, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.02%	613.97K	19.76M	-180.72K	-22.74%
Mar 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.36%	412.9K	13.29M	-127.5K	-23.59%
Mar 31, 2025	NORTHERN TRUST CORP	1.27%	386.13K	12.43M	79.69K	+26.00%
Mar 31, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.05%	318.34K	10.24M	-12.88K	-3.89%
Mar 31, 2025	MORGAN STANLEY	0.98%	297.25K	9.57M	-109.05K	-26.84%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.71%	216.91K	6.98M	51.07K	+30.80%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.71%	215.1K	6.92M	-4.48K	-2.04%
Mar 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.68%	207.82K	6.69M	-542	-0.26%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.59%	179.59K	5.78M	-3.82K	-2.08%
Mar 31, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.39%	119.96K	3.86M	40.6K	+51.16%
Mar 31, 2025	UBS GROUP AG	0.38%	116.88K	3.76M	-28.46K	-19.58%
Mar 31, 2025	CONNORS INVESTOR SERVICES INC	0.34%	104.1K	3.35M	-962	-0.92%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.33%	99.51K	3.2M	1.05K	+1.06%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.3%	92.76K	2.99M	-50.93K	-35.44%
Mar 31, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.25%	77.21K	2.48M	43.74K	+130.71%
Mar 31, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.25%	75.77K	2.44M	-3.65K	-4.59%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.25%	74.63K	2.4M	49.71K	+199.49%
Mar 31, 2025	ZACKS INVESTMENT MANAGEMENT	0.22%	68.42K	2.2M	-1.83K	-2.60%
Mar 31, 2025	FMR LLC	0.51%	153.95K	4.95M	12.76K	+9.04%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.41%	125.46K	4.04M	81.64K	+186.35%
Mar 31, 2025	GLOBEFLEX CAPITAL L P	0.3%	91.97K	2.96M	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.3%	90.43K	2.91M	41.17K	+83.57%
Mar 31, 2025	BLACKROCK, INC.	12.86%	3.92M	126.03M	-103.85K	-2.58%
Mar 31, 2025	VANGUARD GROUP INC	10.03%	3.05M	98.25M	-1.93K	-0.06%
Mar 31, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.48%	145.22K	4.67M	68.96K	+90.43%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.47%	142.07K	4.57M	25.69K	+22.07%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.8%	548K	17.63M	-1.3K	-0.24%
Mar 31, 2025	HERALD INVESTMENT MANAGEMENT LTD	0.62%	190K	6.11M	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.21%	63.16K	1.68M	20.89K	+49.42%
Mar 31, 2024	HEARTLAND ADVISORS INC	1.71%	517.43K	13.79M	-123.3K	-19.24%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2%	607.56K	16.2M	30.92K	+5.36%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	2.04%	619.88K	16.51M	-15.41K	-2.43%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	2.22%	674.1K	17.97M	27.1K	+4.19%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	5.13%	1.56M	41.47M	-1.99K	-0.13%
Mar 31, 2024	VANGUARD GROUP INC	9.69%	2.94M	78.35M	31.94K	+1.10%
Mar 31, 2024	BLACKROCK INC.	13.11%	3.98M	106M	-57.93K	-1.44%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.24%	71.33K	1.9M	-12.33K	-14.74%
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.25%	74.7K	1.99M	452	+0.61%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.09%	27.47K	732.22K	15.74K	+134.20%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.09%	27.88K	743.39K	-4.56K	-14.06%
Mar 31, 2024	TEACHER RETIREMENT SYSTEM OF TEXAS	0.1%	30.68K	818K	-2.09K	-6.38%
Mar 31, 2024	TD ASSET MANAGEMENT INC	0.1%	30.7K	818.46M	0	0
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.11%	32.77K	873.73K	8.3K	+33.92%
Mar 31, 2024	INSPIRE INVESTING, LLC	0.11%	33.34K	888.95K	4.77K	+16.69%
Mar 31, 2024	WAKEFIELD ASSET MANAGEMENT LLLP	0.11%	34.1K	909.16K	34.1K	+100.00%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.11%	34.14K	910.04K	15.43K	+82.44%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.13%	40.15K	1.07M	-1.65K	-3.95%
Mar 31, 2024	CREDIT SUISSE AG/	0.14%	43.48K	1.16M	2.04K	+4.93%
Mar 31, 2024	UBS GROUP AG	0.14%	43.74K	1.17M	7.44K	+20.51%
Mar 31, 2024	SWISS NATIONAL BANK	0.16%	48.4K	1.29M	0	0
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.16%	49.65K	1.32M	0	0
Mar 31, 2024	EXCHANGE TRADED CONCEPTS, LLC	0.18%	54.69K	1.46M	-4.12K	-7.01%
Mar 31, 2024	HARBOR CAPITAL ADVISORS, INC.	0.18%	55.7K	1.49M	50.28K	+927.41%
Mar 31, 2024	MCKINLEY CAPITAL MANAGEMENT LLC	0.44%	133.11K	3.55M	0	0
Mar 31, 2024	STATE STREET CORP	3.19%	968.88K	25.83M	12.91K	+1.35%
Mar 31, 2024	GLOBEFLEX CAPITAL L P	0.19%	58.34K	1.56M	-7.98K	-12.03%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.21%	63.9K	1.7M	-15K	-19.01%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.21%	64.78K	1.73M	-1.61K	-2.42%
Mar 31, 2024	JPMORGAN CHASE & CO	0.22%	65.58K	1.75M	7.42K	+12.76%
Mar 31, 2024	KORNITZER CAPITAL MANAGEMENT INC /KS	0.22%	67.1K	1.79M	0	0
Mar 31, 2024	ASSENAGON ASSET MANAGEMENT S.A.	0.31%	92.6K	2.47M	-5.22K	-5.33%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.32%	96.72K	2.58M	17.06K	+21.42%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.34%	104.26K	2.78M	53	+0.05%
Mar 31, 2024	CONNORS INVESTOR SERVICES INC	0.38%	115.26K	3.07M	-18.77K	-14.01%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	1.21%	366.12K	9.76M	120.43K	+49.02%
Mar 31, 2024	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.87%	869.03K	23.17B	27.13K	+3.22%
Mar 31, 2024	AM INVESTMENT STRATEGIES LLC	0.19%	57.74K	1.54M	-5.41K	-8.56%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.19%	58.23K	1.55M	46.61K	+401.03%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.23%	69.29K	1.85M	191	+0.28%
Mar 31, 2024	RHUMBLINE ADVISERS	0.25%	75.35K	2.01M	-839	-1.10%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.26%	78.75K	2.13M	1.13K	+1.46%
Mar 31, 2024	PINNACLE FINANCIAL PARTNERS INC	0.27%	83K	2.21M	-92	-0.11%
Mar 31, 2024	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.28%	86.22K	2.3M	10.84K	+14.37%
Mar 31, 2024	CAMBIAR INVESTORS LLC	0.29%	87.36K	2.33M	-1.99K	-2.23%
Mar 31, 2024	FMR LLC	0.29%	88.05K	2.35M	9.39K	+11.94%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.42%	128.68K	3.43M	58	+0.05%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.49%	148.41K	3.96M	-3.34K	-2.20%
Mar 31, 2024	SEI INVESTMENTS CO	0.57%	171.43K	4.57M	3.93K	+2.34%
Mar 31, 2024	HILLSDALE INVESTMENT MANAGEMENT INC.	0.62%	188.88K	5.04M	15.15K	+8.72%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	0.63%	191.49K	5.11M	-2.76K	-1.42%
Mar 31, 2024	WESTERN STANDARD LLC	0.65%	197.69K	5.27M	-63.98K	-24.45%
Mar 31, 2024	HERALD INVESTMENT MANAGEMENT LTD	0.66%	200K	5.32M	25K	+14.29%
Mar 31, 2024	INVESCO LTD.	0.66%	200.06K	5.33M	-21.96K	-9.89%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.69%	209.37K	5.58M	9.6K	+4.80%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.71%	214.18K	5.71M	-20.69K	-8.81%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.72%	219.22K	5.84M	42.86K	+24.30%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.87%	264.88K	7.06M	-21.28K	-7.44%
Mar 31, 2024	NORTHERN TRUST CORP	0.9%	274.27K	7.31M	-16.16K	-5.56%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.96%	292.44K	7.77M	-13.9K	-4.54%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.04%	316.66K	8.44M	-17.46K	-5.23%
Mar 31, 2024	MORGAN STANLEY	1.15%	347.39K	9.26M	-8.49K	-2.39%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.63%	494.83K	13.19M	87.4K	+21.45%
Mar 31, 2024	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.66%	503.45K	13.42M	-1.66K	-0.33%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.88%	576.64K	15.59M	20.04K	+3.60%
Dec 31, 2023	HEARTLAND ADVISORS INC	2.09%	640.73K	18.46M	5.59K	+0.88%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	2.11%	647K	17.49M	71.1K	+12.35%
Dec 31, 2023	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.74%	841.9K	22.76M	-2.55K	-0.30%
Dec 31, 2023	STATE STREET CORP	3.12%	955.97K	25.84M	35.09K	+3.81%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	5.08%	1.56M	42.1M	-3.29K	-0.21%
Dec 31, 2023	VANGUARD GROUP INC	9.47%	2.91M	78.57M	-584	-0.02%
Dec 31, 2023	BLACKROCK INC.	13.15%	4.03M	109.04M	91.08K	+2.31%
Dec 31, 2023	B. RILEY ASSET MANAGEMENT, LLC	0.19%	57.13K	1.39M	-10K	-14.90%
Dec 31, 2023	JPMORGAN CHASE & CO	0.19%	58.15K	1.57M	9.82K	+20.32%
Dec 31, 2023	EXCHANGE TRADED CONCEPTS, LLC	0.19%	58.82K	1.59M	463	+0.79%
Dec 31, 2023	AM INVESTMENT STRATEGIES LLC	0.21%	63.14K	1.71M	-1K	-1.56%
Dec 31, 2023	GLOBEFLEX CAPITAL L P	0.22%	66.32K	1.79M	6.9K	+11.61%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	2.07%	635.3K	17.16M	-127.66K	-16.73%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.22%	66.39K	1.79M	5.69K	+9.37%
Dec 31, 2023	KORNITZER CAPITAL MANAGEMENT INC /KS	0.22%	67.1K	1.81M	0	0
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.23%	69.1K	1.87M	-817	-1.17%
Dec 31, 2023	MARTINGALE ASSET MANAGEMENT L P	0.24%	74.25K	2.01M	-470	-0.63%
Dec 31, 2023	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.25%	75.38K	2.04M	169	+0.22%
Dec 31, 2023	RHUMBLINE ADVISERS	0.25%	76.19K	2.06M	-1.11K	-1.43%
Dec 31, 2023	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.25%	77.62K	2.1M	-380	-0.49%
Dec 31, 2023	FMR LLC	0.26%	78.66K	2.13M	4.92K	+6.67%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.26%	78.9K	2.13M	-500	-0.63%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.26%	79.66K	2.15M	2.84K	+3.70%
Dec 31, 2023	PINNACLE FINANCIAL PARTNERS INC	0.27%	83.09K	2.25M	-92	-0.11%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.27%	83.66K	2.26M	-4.45K	-5.05%
Dec 31, 2023	CAMBIAR INVESTORS LLC	0.29%	89.35K	2.42M	-21.97K	-19.73%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.32%	97.81K	2.64M	-35.9K	-26.85%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.34%	104.21K	2.82M	-6.74K	-6.08%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.42%	128.62K	3.48M	-4.74K	-3.55%
Dec 31, 2023	MCKINLEY CAPITAL MANAGEMENT LLC	0.43%	133.11K	3.6M	0	0
Dec 31, 2023	CONNORS INVESTOR SERVICES INC	0.44%	134.03K	3.62M	2.21K	+1.68%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.49%	151.75K	4.1M	-43.23K	-22.17%
Dec 31, 2023	SEI INVESTMENTS CO	0.55%	167.5K	4.53M	-235	-0.14%
Dec 31, 2023	HILLSDALE INVESTMENT MANAGEMENT INC.	0.57%	173.73K	4.7M	-600	-0.34%
Dec 31, 2023	HERALD INVESTMENT MANAGEMENT LTD	0.57%	175K	4.73M	0	0
Dec 31, 2023	PANAGORA ASSET MANAGEMENT INC	0.57%	176.37K	4.77M	-10.53K	-5.64%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	0.63%	194.24K	5.25M	-5.69K	-2.84%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.65%	199.78K	5.4M	5.37K	+2.76%
Dec 31, 2023	INVESCO LTD.	0.72%	222.02K	6M	-87.76K	-28.33%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.77%	234.87K	6.35M	32.69K	+16.17%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.8%	245.69K	6.64M	-128.95K	-34.42%
Dec 31, 2023	WESTERN STANDARD LLC	0.85%	261.67K	7.07M	-131.41K	-33.43%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.93%	286.16K	7.73M	26.2K	+10.08%
Dec 31, 2023	NORTHERN TRUST CORP	0.95%	290.43K	7.85M	-123	-0.04%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1%	306.34K	8.28M	27.27K	+9.77%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.09%	334.12K	9.03M	-82.31K	-19.76%
Dec 31, 2023	MORGAN STANLEY	1.16%	355.88K	9.62M	41.46K	+13.19%
Dec 31, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.33%	407.43K	11.01M	52.65K	+14.84%
Dec 31, 2023	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.65%	505.11K	13.65M	-315	-0.06%

Insiders

Insiders	Designation	Shares Held
FRIST ROBERT A JR	CEO	4.86M
PEARSON J EDWARD	President and COO	185.17K
SHMERLING MICHAEL D	director	86.3K
NEWMAN ARTHUR E	Executive Vice President	80.01K
DENT THOMPSON	director	53.69K
DOSTER JEFFREY	Chief Information Officer	45.24K
SOUSA MICHAEL	Executive Vice President	42.53K
POLLEY DALE W	director	39K
REBROVICK LINDA	director	37.73K
CUNNINGHAM JEFF	Chief Technology Officer	31.49K
HAYDEN GERARD M JR	Chief Financial Officer	30.29K
HARRIS C MARTIN	director	26.03K
TAYLOR TATE DEBORAH	director	23.13K
STEAD WILLIAM	director	21.01K
O'HARA KEVIN P	Executive Vice President	16.37K
COADY TRISHA L	Senior Vice President	14.69K
MCLAREN JEFFREY L		13.07K
FENSTERMACHER SCOTT	Senior Vice President	12.33K
MCQUIGG MICHAEL SCOTT	Senior Vice President	5.07K
GORDON FRANK	director	2K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 10, 2025	CUNNINGHAM JEFF	SALE	24.09	2.1K	50.59K	31.49K
Dec 08, 2025	O'HARA KEVIN P	SALE	24.26	2K	48.52K	16.37K
Nov 26, 2025	TAYLOR TATE DEBORAH	SALE	25.46	1.58K	40.23K	23.13K
Aug 27, 2025	O'HARA KEVIN P	SALE	27.97	2K	55.94K	17.14K
Feb 27, 2025	FENSTERMACHER SCOTT	SALE	33.15	2K	66.3K	12.33K
Aug 29, 2024	TAYLOR TATE DEBORAH	SALE	28.53	1.4K	39.94K	22.33K
Aug 26, 2024	FENSTERMACHER SCOTT	SALE	28.99	1K	28.99K	12.01K
Aug 07, 2024	O'HARA KEVIN P	SALE	28.03	3K	84.09K	9.53K
May 01, 2024	FENSTERMACHER SCOTT	SALE	26.19	1K	26.19K	13.01K
Feb 26, 2024	SOUSA MICHAEL	SALE	27.25	15K	408.75K	42.53K
Feb 22, 2024	FENSTERMACHER SCOTT	SALE	26.59	1K	26.59K	14.01K
Feb 22, 2024	COADY TRISHA L	SALE	26.34	7K	184.36K	14.69K
Apr 27, 2023	PEARSON J EDWARD	SALE	24.96	15.15K	378.1K	185.17K
Feb 24, 2023	TAYLOR TATE DEBORAH	SALE	25.26	3.37K	85.23K	18.49K
Jul 29, 2022	MCLAREN JEFFREY L	SALE	24.17	5K	120.83K	13.07K
Feb 24, 2022	MCQUIGG MICHAEL SCOTT	PURCHASE	19.12	500	9.56K	5.07K
Nov 18, 2021	GORDON FRANK	PURCHASE	25.02	2K	50.05K	2K
Aug 16, 2021	TAYLOR TATE DEBORAH	SALE	30.35	1K	30.35K	20.38K
May 04, 2021	FRIST ROBERT A JR	PURCHASE	24.83	5K	124.15K	4.86M
May 03, 2021	FRIST ROBERT A JR	PURCHASE	24.81	4K	99.24K	4.85M
Feb 26, 2021	MCLAREN JEFFREY L	SALE	23.65	4K	94.59K	12.78K
Oct 31, 2019	TAYLOR TATE DEBORAH	SALE	28.29	6.5K	183.74K	16.18K
Aug 12, 2019	MCLAREN JEFFREY L	SALE	28.58	5K	142.91K	14.19K
May 15, 2019	HARRIS C MARTIN	SALE	25.72	1.12K	28.7K	26.03K
May 15, 2019	REBROVICK LINDA	SALE	25.90	15K	388.5K	37.73K
May 18, 2018	HARRIS C MARTIN	SALE	27.63	525	14.5K	24.27K
May 15, 2018	HAYDEN GERARD M JR	SALE	26.99	14.23K	383.94K	30.29K
May 07, 2018	HARRIS C MARTIN	SALE	26.58	3.42K	90.76K	24.79K
May 04, 2018	MCLAREN JEFFREY L	SALE	25.94	15K	389.14K	16.32K
May 03, 2018	SOUSA MICHAEL	SALE	25.09	16.01K	401.55K	13.83K
Mar 14, 2018	HAYDEN GERARD M JR	SALE	24.63	15K	369.38K	41.4K
Mar 07, 2018	TAYLOR TATE DEBORAH	SALE	24.32	12K	291.8K	17.86K
Mar 07, 2018	REBROVICK LINDA	SALE	24.20	21K	508.2K	32.01K
Mar 01, 2018	HARRIS C MARTIN	SALE	24.06	10.45K	251.49K	25.36K
Feb 26, 2018	HAYDEN GERARD M JR	SALE	24.27	14.15K	343.34K	45.55K
Feb 23, 2018	DOSTER JEFFREY	SALE	24.57	10K	245.66K	45.24K
Feb 23, 2018	STEAD WILLIAM	SALE	24.41	15K	366.13K	21.01K
Feb 23, 2018	HAYDEN GERARD M JR	SALE	24.38	10.86K	264.62K	59.69K
Aug 15, 2016	TAYLOR TATE DEBORAH	SALE	24.28	1.5K	36.43K	12.19K
Feb 26, 2016	DOSTER JEFFREY	SALE	20.96	15K	314.37K	3.94K
Feb 22, 2016	SOUSA MICHAEL	SALE	21.35	10K	213.51K	17.53K
Feb 19, 2016	MCLAREN JEFFREY L	SALE	21.22	10K	212.2K	8.21K
Mar 12, 2015	DENT THOMPSON	SALE	25.68	13.7K	351.88K	53.69K
Mar 06, 2015	SOUSA MICHAEL	SALE	26.00	4.56K	118.51K	26.01K
Mar 03, 2015	SOUSA MICHAEL	SALE	26.00	5.44K	141.49K	30.56K
Aug 13, 2014	SOUSA MICHAEL	SALE	26.13	10K	261.27K	29.44K
Aug 13, 2014	STEAD WILLIAM	SALE	26.00	5K	130K	21.7K
Aug 13, 2014	HAYDEN GERARD M JR	SALE	26.04	25K	650.93K	2.96K
Aug 13, 2014	POLLEY DALE W	SALE	26.05	11K	286.53K	39K
Aug 13, 2014	GORDON FRANK	SALE	26.00	12K	312K	113.02K
Aug 13, 2014	TAYLOR TATE DEBORAH	SALE	26.05	2K	52.09K	8.35K
Aug 13, 2014	DOSTER JEFFREY	SALE	26.04	25K	650.93K	1.72K
May 09, 2014	HARRIS C MARTIN	SALE	24.22	1.1K	26.64K	1.56K
Mar 07, 2014	SOUSA MICHAEL	SALE	28.73	25.62K	736.25K	38.48K
Jan 23, 2014	PEARSON J EDWARD	SALE	30.91	5.99K	185.22K	52.81K
Jan 02, 2014	PEARSON J EDWARD	SALE	31.73	7K	222.13K	52.81K
Dec 20, 2013	PEARSON J EDWARD	SALE	31.34	7K	219.38K	9.91K
Dec 02, 2013	PEARSON J EDWARD	SALE	33.08	7K	231.57K	9.91K
Nov 21, 2013	PEARSON J EDWARD	SALE	32.58	7K	228.06K	9.91K
Nov 01, 2013	PEARSON J EDWARD	SALE	33.90	7K	237.32K	9.91K
Oct 21, 2013	PEARSON J EDWARD	SALE	38.21	7K	267.44K	9.91K
Oct 01, 2013	PEARSON J EDWARD	SALE	38.58	7K	270.09K	9.91K
Sep 23, 2013	PEARSON J EDWARD	SALE	35.08	7K	245.57K	9.91K
Sep 03, 2013	PEARSON J EDWARD	SALE	33.66	7K	235.61K	9.91K
Aug 21, 2013	PEARSON J EDWARD	SALE	32.04	7K	224.3K	9.91K
Aug 14, 2013	NEWMAN ARTHUR E	SALE	32.64	28.45K	928.74K	80.01K
Aug 14, 2013	SHMERLING MICHAEL D	SALE	32.89	29.34K	964.8K	86.3K
Aug 13, 2013	SHMERLING MICHAEL D	SALE	33.15	7.8K	258.71K	115.63K
Aug 13, 2013	NEWMAN ARTHUR E	SALE	33.22	21.55K	715.69K	108.46K
Aug 12, 2013	MCLAREN JEFFREY L	SALE	33.46	15K	501.83K	13.47K
Aug 02, 2013	NEWMAN ARTHUR E	SALE	31.82	47.44K	1.51M	130.01K
Aug 01, 2013	NEWMAN ARTHUR E	SALE	31.70	10.57K	334.95K	162.01K
Aug 01, 2013	PEARSON J EDWARD	SALE	31.74	7K	222.17K	9.91K
Jul 31, 2013	NEWMAN ARTHUR E	SALE	31.63	11.14K	352.5K	162.01K
Jul 31, 2013	REBROVICK LINDA	SALE	31.75	14.36K	455.83K	12K
Jul 30, 2013	HARRIS C MARTIN	SALE	31.50	341	10.74K	659
Jul 30, 2013	NEWMAN ARTHUR E	SALE	31.97	4.91K	156.82K	162.01K
Jul 29, 2013	NEWMAN ARTHUR E	SALE	32.02	33.05K	1.06M	162.01K
Jul 29, 2013	REBROVICK LINDA	SALE	32.02	6.64K	212.71K	26.36K
Jul 26, 2013	NEWMAN ARTHUR E	SALE	31.97	56.51K	1.81M	162.01K
Jul 26, 2013	HAYDEN GERARD M JR	SALE	32.29	5K	161.47K	4.87K
Jul 26, 2013	POLLEY DALE W	SALE	31.96	14.75K	471.48K	33K
Jul 25, 2013	HAYDEN GERARD M JR	SALE	32.62	25K	815.48K	4.87K
Jul 25, 2013	DOSTER JEFFREY	SALE	32.08	25K	801.99K	25.51K
Jul 22, 2013	PEARSON J EDWARD	SALE	29.06	7K	203.39K	9.91K
Jul 01, 2013	PEARSON J EDWARD	SALE	25.51	7K	178.54K	9.91K
Jun 21, 2013	PEARSON J EDWARD	SALE	24.85	7K	173.92K	9.91K
Jun 03, 2013	PEARSON J EDWARD	SALE	27.10	7K	189.67K	9.91K
May 21, 2013	PEARSON J EDWARD	SALE	24.98	7K	174.84K	9.91K
May 20, 2013	MCLAREN JEFFREY L	SALE	25.05	2.73K	68.47K	13.47K
May 17, 2013	MCLAREN JEFFREY L	SALE	25.00	7.27K	181.68K	13.47K
May 15, 2013	MCLAREN JEFFREY L	SALE	24.03	6K	144.19K	13.47K
May 03, 2013	NEWMAN ARTHUR E	SALE	22.68	11.14K	252.6K	162.01K
May 02, 2013	NEWMAN ARTHUR E	SALE	22.54	3.86K	87.05K	173.14K
May 01, 2013	PEARSON J EDWARD	SALE	22.40	7.01K	156.97K	9.91K
Apr 29, 2013	SOUSA MICHAEL	SALE	22.81	3.36K	76.72K	38.48K
Apr 26, 2013	SOUSA MICHAEL	SALE	22.57	29.04K	655.45K	38.48K
Apr 25, 2013	SOUSA MICHAEL	SALE	23.12	7.73K	178.59K	38.48K
Mar 28, 2013	MCLAREN JEFFREY L	SALE	23.05	6K	138.28K	13.47K
Mar 26, 2013	MCLAREN JEFFREY L	SALE	22.07	5K	110.36K	13.47K
Mar 11, 2013	TAYLOR TATE DEBORAH	SALE	20.86	3.9K	81.34K	3.6K
Mar 06, 2013	NEWMAN ARTHUR E	SALE	20.36	20K	407.26K	176.5K
Mar 06, 2013	MCLAREN JEFFREY L	SALE	20.94	40.64K	850.96K	12.47K
Mar 05, 2013	DOSTER JEFFREY	SALE	20.62	18.78K	387.16K	0
Mar 04, 2013	DOSTER JEFFREY	SALE	21.27	6.22K	132.32K	0
Mar 04, 2013	MCLAREN JEFFREY L	SALE	21.95	100	2.2K	53.11K
Mar 04, 2013	REBROVICK LINDA	SALE	20.86	480	10.01K	24.52K
Mar 01, 2013	STEAD WILLIAM	SALE	21.81	52K	1.13M	18.7K
Mar 01, 2013	HAYDEN GERARD M JR	SALE	21.82	20K	436.34K	4.32K
Mar 01, 2013	MCLAREN JEFFREY L	SALE	21.90	29.26K	640.81K	53.21K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES7.68K4

NET SHARES-7.68K4

SHARES HELD88.13K4

% NET SHARES-108.71%0%

HSTM Stock Ownership Breakdown

HealthStream

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