How many institutions own HTBK 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 HTBK shares is 254, representing 79.86% of the company's common stock.

Who are the major shareholders selling Heritage Commerce Corp stock?

TWO SIGMA INVESTMENTS, LP, in the last quarter, reduced its stake in HTBK by -47.57% restricting it's holding to 328.26 thousand shares of worth nearly $3.94M. MORGAN STANLEY also lessened -22.54% of the HTBK shares from its portfolio, reducing its holding to 426.56 thousand shares of worth $5.12M. RENAISSANCE TECHNOLOGIES LLC also shunned HTBK shares holding by -4.85% last quarter which brought its holding to 464.7 thousand shares worth $5.58M.

Investors who are buying HTBK stock?

As per its latest 13F filing, RAYMOND JAMES FINANCIAL INC increased its stake in HTBK by 4.05% in the last quarter. The institutional holder raised its holding to 291.02 thousand shares having worth more than $3.50M. BRIDGEWAY CAPITAL MANAGEMENT, LLC also added 6.6% more shares of HTBK to its portfolio, raising its holding to 367.98 thousand shares of worth $4.42M. ARROWSTREET CAPITAL, LIMITED PARTNERSHIP also increased its HTBK shares holding by 12.37% which brought its holding to 430.42 thousand shares worth $5.17M.

HTBK's major insiders: who are they?

The insider with the most stakes in HTBK is DiNapoli Jason Philip , director at the company. Additionally, HTBK stock is highly held by director DINAPOLI J PHILIP and President and CEO Jones Robertson Clay JR among others.

Did an insider recently sell HTBK stock?

Company executives, directors, and other insiders own 4.07% percent of Heritage Commerce Corp's stock. Within the last six months, there have been 0 transaction(s) in which HTBK insiders have sold stock, totaling 0 shares. Insiders that have sold shares include CABRAL BRUCE H, JUST SUSAN SVENSSON, and JONES ROBERTSON CLAY JR.

Which insider recently purchased HTBK stock?

There have been 0 transaction(s) during the past 6-months in which Heritage Commerce Corp insiders have bought stock, totalling 0 shares

How much of HTBK does insiders own?

Around 0 Heritage Commerce Corp shares are held by insiders, which represents about 4.07% of HTBK stock.

Who is the insider with the largest stake?

HTBK director, DiNapoli Jason Philip holds the largest portfolio of the company's shares. HTBK shares owned by DiNapoli total nearly 340.19 thousand.

Which institution holds the most shares in HTBK?

RAYMOND JAMES FINANCIAL INC is the largest institutional owner in HTBK which holds 291.02 thousand shares worth $3.50M or 0.47% of the total HTBK shares outstanding followed by TWO SIGMA INVESTMENTS, LP with ownership of 328.26 thousand shares representing 0.54% of the HTBK ownership. BRIDGEWAY CAPITAL MANAGEMENT, LLC is the third largest stakeholder with 367.98 thousand shares or 0.6% of the ownership worth more than $4.42M.

Is Heritage Commerce Corp 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 HTBK is concerned, it is a stock which is optionable.

Is there a short position on HTBK's shares?

Number of HTBK shares short is 718.35K. 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 HTBK shares are there?

As of today, 61.45M shares of HTBK are outstanding.

Is there many float in HTBK 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, HTBK has 58.78M shares in float.

HTBK 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 HTBK is 1.1.

Heritage Commerce (HTBK) 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 Shares1.17

Short Percent Of Float1.2

Shares Outstanding61.45M

Shares Float58.78M

Shares Short718.35K

Short Ratio1.1

1.2%

Short % of Float

1.17%

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

4.07% Percentage of Shares held by All Insiders

79.86% Percentage of Shares held by All Institutions

83.25% Percentage of Float held by Institutions

254

Number of Institutions Holding Shares

Institutional Ownership

About 79.86% of HTBK shares are held by financial institutions. RAYMOND JAMES FINANCIAL INC is the top corporate investor, holding 291.02K shares valued at $3.50M. A 0.47% stake in Heritage Commerce Corp is owned by the company. TWO SIGMA INVESTMENTS, LP owns 328.26K shares valued at $3.94M, which translates its holding of 0.54% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.47%	291.02K	3.5M	11.32K	+4.05%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.54%	328.26K	3.94M	-297.81K	-47.57%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.6%	367.98K	4.42M	22.78K	+6.60%
Dec 31, 2025	MORGAN STANLEY	0.7%	426.56K	5.12M	-124.13K	-22.54%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.7%	430.42K	5.17M	47.39K	+12.37%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.76%	464.7K	5.58M	-23.7K	-4.85%
Dec 31, 2025	FIRST TRUST CAPITAL MANAGEMENT L.P.	2.53%	1.55M	18.62M	1.55M	+100.00%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.36%	836.05K	10.04M	151.23K	+22.08%
Dec 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.58%	969.47K	11.64M	-10.15K	-1.04%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.01%	1.24M	14.83M	-30.33K	-2.40%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.5%	1.53M	18.43M	-42.49K	-2.70%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	2.51%	1.54M	18.48M	473.13K	+44.40%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.09%	55.14K	662.26K	-3.35K	-5.72%
Dec 31, 2025	ALPS ADVISORS INC	0.11%	67.68K	812.87K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.12%	72.59K	871.76K	57.01K	+365.92%
Dec 31, 2025	MARINER, LLC	0.12%	72.75K	874.02K	3.9K	+5.67%
Dec 31, 2025	RHUMBLINE ADVISERS	0.12%	75.85K	910.93K	-16.58K	-17.94%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.14%	85.27K	1.02M	9.04K	+11.86%
Dec 31, 2025	SEI INVESTMENTS CO	0.14%	86.07K	1.03M	20.95K	+32.17%
Dec 31, 2025	LIDO ADVISORS, LLC	0.14%	86.97K	1.04M	-31.5K	-26.59%
Dec 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.15%	92.56K	1.11M	-22.32K	-19.43%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.16%	95.97K	1.15M	20.03K	+26.38%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.16%	96.37K	1.16M	714	+0.75%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.17%	107K	1.29M	-11.92K	-10.02%
Dec 31, 2025	IEQ CAPITAL, LLC	0.18%	108.57K	1.3M	27.92K	+34.62%
Dec 31, 2025	NUVEEN, LLC	1.09%	666.4K	8M	-80.8K	-10.81%
Dec 31, 2025	VERSOR INVESTMENTS LP	1.21%	740.09K	8.89M	666.39K	+904.19%
Dec 31, 2025	BOSTON PARTNERS	2.56%	1.57M	18.95M	-109.35K	-6.52%
Dec 31, 2025	HOLDCO ASSET MANAGEMENT, LP	2.65%	1.62M	19.5M	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	2.7%	1.65M	19.85M	-230.79K	-12.25%
Dec 31, 2025	STATE STREET CORP	3.21%	1.97M	23.66M	-241.07K	-10.90%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	5.34%	3.27M	39.31M	-112.89K	-3.33%
Dec 31, 2025	VANGUARD GROUP INC	5.62%	3.44M	41.36M	-502.63K	-12.74%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.82%	505.2K	6.07M	928	+0.18%
Dec 31, 2025	BLACKROCK, INC.	13.61%	8.34M	100.2M	133.25K	+1.62%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	1.15%	702.36K	8.44M	640.65K	+1,038.18%
Dec 31, 2025	CARTESIAN GROWTH CORP	1%	611.67K	7.35M	-45.1K	-6.87%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	1.24%	763.25K	9.17M	85K	+12.53%
Dec 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.64%	1M	12.05M	166.91K	+19.96%
Dec 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	2.12%	1.3M	15.63M	1.3M	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	75.62K	908.21K	39.76K	+110.85%
Dec 31, 2025	ROYAL BANK OF CANADA	0.19%	114.82K	1.38M	-1.71K	-1.47%
Dec 31, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.68%	417.13K	5.01M	417.13K	+100.00%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	1.73%	1.06M	12.72M	-18.41K	-1.71%
Dec 31, 2025	UBS GROUP AG	0.49%	298.04K	3.58M	-47.59K	-13.77%
Dec 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.49%	300.1K	3.6M	300.1K	+100.00%
Dec 31, 2025	SUMMITTX CAPITAL, L.P.	0.82%	504.21K	6.06M	504.21K	+100.00%
Dec 31, 2025	BANC FUNDS CO LLC	0.2%	121.54K	1.46M	0	0
Dec 31, 2025	ABC ARBITRAGE SA	0.95%	580.75K	6.97M	580.75K	+100.00%
Dec 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.25%	155.39K	1.87M	4.06K	+2.68%
Dec 31, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.27%	163.77K	1.97M	-28.17K	-14.68%
Dec 31, 2025	JACOBS ASSET MANAGEMENT, LLC	0.33%	200K	2.4M	200K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.53%	322.46K	3.87M	46.69K	+16.93%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.62%	379.16K	4.55M	-35.5K	-8.56%
Dec 31, 2025	AQR ARBITRAGE LLC	0.67%	409.47K	4.92M	409.47K	+100.00%
Dec 31, 2025	CERITY PARTNERS LLC	0.29%	178.56K	2.14M	10.82K	+6.45%
Dec 31, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.31%	189.79K	2.28M	-270	-0.14%
Dec 31, 2025	BARCLAYS PLC	0.34%	209.74K	2.52M	-6.7K	-3.10%
Dec 31, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.34%	210.63K	2.53M	-7.75K	-3.55%
Dec 31, 2025	SWISS NATIONAL BANK	0.19%	113.7K	1.37M	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.18%	110.6K	1.33B	-78.84K	-41.62%
Dec 31, 2025	JANE STREET GROUP, LLC	0.37%	226.09K	2.72M	161.01K	+247.37%
Dec 31, 2025	CREATIVE PLANNING	0.37%	226.4K	2.72M	35.76K	+18.76%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.38%	235.52K	2.83M	22.78K	+10.71%
Dec 31, 2025	CITIGROUP INC	0.39%	236.96K	2.85M	19.24K	+8.84%
Dec 31, 2025	NORTHERN TRUST CORP	0.85%	520.35K	6.25M	-60.01K	-10.34%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.44%	267.4K	3.21M	-257.6K	-49.07%
Sep 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.47%	286.63K	2.85M	263.78K	+1,154.03%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.82%	504.27K	5.01M	-1.46K	-0.29%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.11%	684.82K	6.8M	222.85K	+48.24%
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.59%	360.54K	3.58M	327.14K	+979.31%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.56%	1.58M	15.66M	11.27K	+0.72%
Sep 30, 2025	UBS GROUP AG	0.56%	345.63K	3.43M	184.98K	+115.14%
Sep 30, 2025	RHINO INVESTMENT PARTNERS, INC	1.29%	795.18K	7.9M	183.01K	+29.89%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	5.51%	3.39M	33.62M	-37.57K	-1.10%
Sep 30, 2025	BOSTON PARTNERS	2.73%	1.68M	16.64M	574.07K	+52.06%
Sep 30, 2025	HOLDCO ASSET MANAGEMENT, LP	2.64%	1.62M	16.12M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.45%	279.7K	2.78M	-4.53K	-1.59%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.82%	1.74M	17.24M	-1.27M	-42.24%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.16%	95.65K	949.81K	2.74K	+2.95%
Sep 30, 2025	SWISS NATIONAL BANK	0.18%	113.7K	1.13M	0	0
Sep 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.19%	114.88K	1.14M	114.88K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.19%	116.53K	1.16M	41.95K	+56.25%
Sep 30, 2025	STATE STREET CORP	3.6%	2.21M	21.95M	331.1K	+17.61%
Sep 30, 2025	VANGUARD GROUP INC	6.42%	3.95M	39.19M	390.98K	+11.00%
Sep 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.25%	151.33K	1.5M	1.72K	+1.15%
Sep 30, 2025	CERITY PARTNERS LLC	0.27%	167.74K	1.67M	15K	+9.82%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.31%	189.44K	1.88M	97.06K	+105.06%
Sep 30, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.31%	190.06K	1.89M	-632	-0.33%
Sep 30, 2025	CARTESIAN GROWTH CORP	1.07%	656.77K	6.52M	168	+0.03%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	1.1%	678.25K	6.73M	247.5K	+57.46%
Sep 30, 2025	LIDO ADVISORS, LLC	0.19%	118.47K	1.18M	72	+0.06%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.19%	118.92K	1.18M	-1.53K	-1.27%
Sep 30, 2025	MORGAN STANLEY	0.9%	550.68K	5.47M	69.26K	+14.39%
Sep 30, 2025	NORTHERN TRUST CORP	0.94%	580.36K	5.76M	-5.27K	-0.90%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	1.02%	626.06K	6.22M	218.56K	+53.63%
Sep 30, 2025	NUVEEN, LLC	1.22%	747.2K	7.42M	273.55K	+57.75%
Sep 30, 2025	INVESCO LTD.	0.23%	139.33K	1.38M	1.55K	+1.13%
Sep 30, 2025	BARCLAYS PLC	0.33%	200.57K	1.99M	-28.51K	-12.45%
Sep 30, 2025	EJF CAPITAL LLC	0.33%	204.54K	2.03M	7.75K	+3.94%
Sep 30, 2025	CITIGROUP INC	0.35%	217.72K	2.16M	-2.98K	-1.35%
Sep 30, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.36%	218.38K	2.17M	1.42K	+0.66%
Sep 30, 2025	MALTESE CAPITAL MANAGEMENT LLC	0.41%	251.18K	2.49M	61.18K	+32.20%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.36%	836.34K	8.3M	-32.59K	-3.75%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.59%	979.62K	9.73M	-376.22K	-27.75%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.73%	1.07M	10.58M	-73K	-6.41%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	1.75%	1.08M	10.7M	-3.08K	-0.29%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.06%	1.27M	12.56M	-25.28K	-1.96%
Sep 30, 2025	CREATIVE PLANNING	0.31%	190.64K	1.89M	17.64K	+10.19%
Sep 30, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.31%	191.94K	1.91M	-34.38K	-15.19%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.35%	212.74K	2.11M	24.27K	+12.88%
Sep 30, 2025	CITADEL ADVISORS LLC	0.45%	275.77K	2.74M	-41.49K	-13.08%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.46%	283.71K	2.82M	29.64K	+11.66%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.56%	345.2K	3.43M	24.27K	+7.56%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.62%	383.04K	3.8M	209.17K	+120.31%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.67%	414.66K	4.12M	-3.22K	-0.77%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.79%	488.4K	4.85M	46.9K	+10.62%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.85%	525K	5.21M	22.9K	+4.56%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.06%	34.74K	344.95K	-5.63K	-13.94%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.06%	36.18K	359K	36.18K	+100.00%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.06%	37.49K	372.26K	5.9K	+18.67%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.06%	39.17K	388.98K	11.09K	+39.48%
Sep 30, 2025	PRINCETON CAPITAL MANAGEMENT LLC	0.07%	42.04K	417.47K	22K	+109.78%
Sep 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.07%	43.34K	430.36K	4.18K	+10.67%
Sep 30, 2025	CWM, LLC	0.07%	45.73K	454K	25.45K	+125.43%
Sep 30, 2025	DEUTSCHE BANK AG\	0.08%	46.99K	466.57K	0	0
Sep 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0.08%	48.59K	479.11K	0	0
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.09%	57.47K	570.66K	-1.15K	-1.95%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.1%	58.49K	580.79K	0	0
Sep 30, 2025	STRS OHIO	0.1%	59.6K	591.83K	0	0
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.11%	64.98K	645.21K	45.35K	+231.07%
Sep 30, 2025	SEI INVESTMENTS CO	0.11%	65.12K	646.6K	-9.73K	-13.00%
Sep 30, 2025	HSBC HOLDINGS PLC	0.11%	65.19K	640.83K	6.26K	+10.62%
Sep 30, 2025	ALPS ADVISORS INC	0.11%	67.68K	672.09K	0	0
Sep 30, 2025	JUMP FINANCIAL, LLC	0.11%	67.83K	673.55K	-2.34K	-3.33%
Sep 30, 2025	VERSOR INVESTMENTS LP	0.12%	73.7K	731.84K	14.7K	+24.92%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.12%	75.93K	754.03K	8.15K	+12.02%
Sep 30, 2025	FMR LLC	0.14%	83.5K	829.16K	72.81K	+680.81%
Sep 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.15%	90.02K	893.87K	43.21K	+92.32%
Sep 30, 2025	RHUMBLINE ADVISERS	0.15%	92.43K	917.79K	-17.02K	-15.55%
Sep 30, 2025	BANC FUNDS CO LLC	0.2%	121.54K	1.21M	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	3.06%	1.88M	18.71M	44.95K	+2.44%
Sep 30, 2025	BLACKROCK, INC.	13.35%	8.21M	81.53M	285.62K	+3.60%
Jun 30, 2025	STATE STREET CORP	3.06%	1.88M	18.67M	-83.91K	-4.27%
Jun 30, 2025	BOSTON PARTNERS	1.79%	1.1M	10.82M	22.26K	+2.06%
Jun 30, 2025	RHINO INVESTMENT PARTNERS, INC	1%	612.18K	6.08M	63.67K	+11.61%
Jun 30, 2025	NORTHERN TRUST CORP	0.95%	585.64K	5.82M	1.84K	+0.31%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.82%	502.1K	4.99M	33.4K	+7.13%
Jun 30, 2025		0.77%	473.66K	4.7M	-37K	-7.25%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.75%	461.97K	4.59M	124.32K	+36.82%
Jun 30, 2025	INVESCO LTD.	0.22%	137.78K	1.37M	-29.56K	-17.67%
Jun 30, 2025	BANC FUNDS CO LLC	0.2%	121.54K	1.21M	-48K	-28.31%
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0.2%	120.87K	1.2M	73.58K	+155.58%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.2%	120.44K	1.2M	-6.56K	-5.17%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.85%	1.14M	11.31M	251.47K	+28.34%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	1.76%	1.08M	10.73M	-17.16K	-1.56%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.41%	868.93K	8.63M	-18.96K	-2.14%
Jun 30, 2025	CARTESIAN GROWTH CORP	1.07%	656.6K	6.52M	29	0.00%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.82%	505.73K	5.02M	17.27K	+3.54%
Jun 30, 2025	MORGAN STANLEY	0.78%	481.42K	4.78M	-55.66K	-10.36%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.72%	441.5K	4.38M	120K	+37.33%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.41%	254.07K	2.52M	18.58K	+7.89%
Jun 30, 2025	BARCLAYS PLC	0.37%	229.07K	2.27M	41K	+21.80%
Jun 30, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.37%	226.32K	2.25M	-4.03K	-1.75%
Jun 30, 2025	CITIGROUP INC	0.36%	220.7K	2.19M	-53.92K	-19.63%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.31%	188.47K	1.87M	16.6K	+9.66%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.29%	176.66K	1.75M	43.64K	+32.80%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.28%	173.86K	1.73M	42.58K	+32.43%
Jun 30, 2025	CREATIVE PLANNING	0.28%	173.01K	1.72M	48.13K	+38.54%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.7%	430.75K	4.28M	70.11K	+19.44%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.68%	417.88K	4.15M	6.24K	+1.52%
Jun 30, 2025	MALTESE CAPITAL MANAGEMENT LLC	0.31%	190K	1.89M	190K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.26%	160.65K	1.6M	72.12K	+81.46%
Jun 30, 2025	CERITY PARTNERS LLC	0.25%	152.74K	1.52M	4.44K	+3.00%
Jun 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.24%	149.62K	1.49M	-150.79K	-50.20%
Jun 30, 2025	LIDO ADVISORS, LLC	0.19%	118.4K	1.18M	-34	-0.03%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.66%	407.5K	4.05M	2.74K	+0.68%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.52%	320.93K	3.19M	16.6K	+5.45%
Jun 30, 2025	CITADEL ADVISORS LLC	0.52%	317.27K	3.15M	64.04K	+25.29%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.46%	284.23K	2.82M	44.57K	+18.60%
Jun 30, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.35%	216.96K	2.15M	24.77K	+12.89%
Jun 30, 2025	EJF CAPITAL LLC	0.32%	196.79K	1.95M	-59.73K	-23.29%
Jun 30, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.31%	190.69K	1.89M	-3.23K	-1.67%
Jun 30, 2025	BLACKROCK, INC.	12.89%	7.92M	78.69M	-111.13K	-1.38%
Jun 30, 2025	VANGUARD GROUP INC	5.78%	3.56M	35.31M	60.13K	+1.72%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	5.57%	3.42M	34M	12.84K	+0.38%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	4.89%	3.01M	29.84M	-791.22K	-20.84%
Jun 30, 2025	FJ CAPITAL MANAGEMENT LLC	3.81%	2.34M	23.28M	-20.1K	-0.85%
Jun 30, 2025	JPMORGAN CHASE & CO	2.99%	1.84M	18.26M	-107.92K	-5.54%
Jun 30, 2025	HOLDCO ASSET MANAGEMENT, LP	2.64%	1.62M	16.12B	1.62M	+100.00%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.55%	1.57M	15.54M	87.23K	+5.90%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.2%	1.36M	13.46M	78.21K	+6.12%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.1%	1.29M	12.82M	-27.83K	-2.11%
Jun 30, 2025	NUVEEN, LLC	0.77%	473.66K	4.7M	-37K	-7.25%
Mar 31, 2025	BANC FUNDS CO LLC	0.28%	169.54K	1.61M	-5K	-2.86%
Mar 31, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.32%	193.92K	1.85M	-9.92K	-4.87%
Mar 31, 2025		0.83%	510.66K	4.86M	510.66K	+100.00%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.28%	171.87K	1.64M	13.52K	+8.54%
Mar 31, 2025	BARCLAYS PLC	0.31%	188.07K	1.79M	-36.04K	-16.08%
Mar 31, 2025	BLACKROCK, INC.	13.07%	8.04M	76.5M	-127.1K	-1.56%
Mar 31, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.31%	192.2K	1.83M	-118.72K	-38.18%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.33%	200.43K	1.91M	137.27K	+217.36%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.55%	337.66K	3.21M	-18.37K	-5.16%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.59%	360.64K	3.43M	26.53K	+7.94%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.66%	404.77K	3.85M	-15.47K	-3.68%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.76%	468.7K	4.46M	12.2K	+2.67%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.79%	488.46K	4.65M	-12.18K	-2.43%
Mar 31, 2025	MORGAN STANLEY	0.87%	537.08K	5.11M	-184.6K	-25.58%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	1.79%	1.1M	10.45M	-31.87K	-2.82%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.14%	1.32M	12.55M	11.26K	+0.86%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.08%	1.28M	12.16M	525.06K	+69.77%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.52%	321.5K	3.06M	54K	+20.19%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.38%	235.49K	2.24M	140.87K	+148.89%
Mar 31, 2025	VANGUARD GROUP INC	5.69%	3.5M	33.28M	108.51K	+3.20%
Mar 31, 2025	ATOM INVESTORS LP	0.23%	138.9K	1.32M	-416	-0.30%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.21%	127K	1.21M	0	0
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.4%	1.48M	14.07M	51.12K	+3.58%
Mar 31, 2025	STATE STREET CORP	3.19%	1.96M	18.69M	-158.73K	-7.48%
Mar 31, 2025	FJ CAPITAL MANAGEMENT LLC	3.85%	2.36M	22.51M	-675.98K	-22.23%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	5.55%	3.41M	32.47M	18.07K	+0.53%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	6.18%	3.8M	36.14M	1.49M	+64.88%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.44%	887.2K	8.45M	-170.6K	-16.13%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.44%	887.89K	8.45M	305.32K	+52.41%
Mar 31, 2025	BOSTON PARTNERS	1.76%	1.08M	10.16M	-484.3K	-30.95%
Mar 31, 2025	RHINO INVESTMENT PARTNERS, INC	0.89%	548.51K	5.22M	548.51K	+100.00%
Mar 31, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.37%	230.35K	2.19M	2.37K	+1.04%
Mar 31, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.32%	198.87K	1.89M	-264.9K	-57.12%
Mar 31, 2025	CERITY PARTNERS LLC	0.24%	148.3K	1.41M	2.73K	+1.87%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.21%	131.28K	1.25M	111.73K	+571.35%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	239.66K	2.28M	7.1K	+3.05%
Mar 31, 2025	CITADEL ADVISORS LLC	0.41%	253.22K	2.41M	-169.26K	-40.06%
Mar 31, 2025	EJF CAPITAL LLC	0.42%	256.52K	2.44M	-23.39K	-8.36%
Mar 31, 2025	CITIGROUP INC	0.45%	274.62K	2.61M	55.13K	+25.12%
Mar 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.49%	300.41K	2.86M	-2.9K	-0.96%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.49%	304.33K	2.9M	13.52K	+4.65%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.67%	411.64K	3.92M	-5.56K	-1.33%
Mar 31, 2025	NORTHERN TRUST CORP	0.95%	583.8K	5.56M	-6.01K	-1.02%
Mar 31, 2025	JANE STREET GROUP, LLC	0.24%	144.92K	1.38M	88.8K	+158.24%
Mar 31, 2025	ENDEAVOUR CAPITAL ADVISORS INC	0.22%	135.58K	1.29M	-459.97K	-77.23%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.22%	133.02K	1.27M	2.21K	+1.69%
Mar 31, 2025	CREATIVE PLANNING	0.2%	124.88K	1.19M	18.43K	+17.32%
Mar 31, 2025	CARTESIAN GROWTH CORP	1.07%	656.58K	6.25M	2.4K	+0.37%
Mar 31, 2025	JPMORGAN CHASE & CO	3.17%	1.95M	18.53M	-99.73K	-4.87%
Mar 31, 2025	INVESCO LTD.	0.27%	167.34K	1.59M	-20.79K	-11.05%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.22%	132.84K	1.14M	9.98K	+8.12%
Mar 31, 2024	EJF CAPITAL LLC	0.25%	154.02K	1.32M	154.02K	+100.00%
Mar 31, 2024	CLARIVEST ASSET MANAGEMENT LLC	0.26%	160.5K	1.38M	223	+0.14%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.28%	169.12K	1.45M	50.7K	+42.81%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.31%	188.31K	1.62M	100.69K	+114.90%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.33%	203.24K	1.74M	3.72K	+1.87%
Mar 31, 2024	ENDEAVOUR CAPITAL ADVISORS INC	1.06%	650.93K	5.58M	59.8K	+10.12%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.08%	658.37K	5.65M	658.37K	+100.00%
Mar 31, 2024	MORGAN STANLEY	1.1%	671.18K	5.76M	4.55K	+0.68%
Mar 31, 2024	STIEVEN CAPITAL ADVISORS, L.P.	1.22%	747.64K	6.41M	-85.34K	-10.24%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.22%	748.89K	6.43M	-2.19M	-74.52%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.24%	760.41K	6.52M	221.2K	+41.02%
Mar 31, 2024	FJ CAPITAL MANAGEMENT LLC	6.91%	4.23M	36.3M	2.51M	+146.60%
Mar 31, 2024	BLACKROCK INC.	13.36%	8.16M	69.99M	-240.47K	-2.86%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	1.32%	808.88K	6.94M	-88.37K	-9.85%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.26%	1.38M	11.82M	32.5K	+2.42%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.08%	49.71K	426.51K	49.71K	+100.00%
Mar 31, 2024	Y-INTERCEPT (HONG KONG) LTD	0.08%	49.86K	427.77K	15.94K	+47.01%
Mar 31, 2024	TEACHER RETIREMENT SYSTEM OF TEXAS	0.08%	51.05K	438K	7.15K	+16.28%
Mar 31, 2024	WHITTIER TRUST CO OF NEVADA INC	0.09%	52.79K	452.95K	0	0
Mar 31, 2024	QUEST PARTNERS LLC	0.09%	54.77K	469.96K	54.77K	+100.00%
Mar 31, 2024	CREATIVE PLANNING	0.09%	56.13K	481.58K	9.08K	+19.30%
Mar 31, 2024	STRS OHIO	0.1%	61K	523K	-3.9K	-6.01%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.1%	63.68K	546.41K	-23.58K	-27.02%
Mar 31, 2024	ALGERT GLOBAL LLC	0.11%	67.88K	582K	-138.92K	-67.18%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.12%	71.03K	609.46K	6.87K	+10.70%
Mar 31, 2024	CITIGROUP INC	0.13%	82.34K	706.46K	34.41K	+71.78%
Mar 31, 2024	RAFFERTY ASSET MANAGEMENT, LLC	0.14%	84.56K	725.52K	30.17K	+55.47%
Mar 31, 2024	HOLDCO ASSET MANAGEMENT, LP	0.15%	94.44K	810.29K	0	0
Mar 31, 2024	UBS GROUP AG	0.16%	94.65K	812.11K	-41.92K	-30.69%
Mar 31, 2024	RHUMBLINE ADVISERS	0.16%	95.38K	818.35K	2.56K	+2.76%
Mar 31, 2024	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.16%	99.3K	852K	3.11K	+3.23%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.16%	100K	858K	2.4K	+2.46%
Mar 31, 2024	ASSENAGON ASSET MANAGEMENT S.A.	0.18%	110.13K	944.9K	-132.14K	-54.54%
Mar 31, 2024	VANGUARD GROUP INC	5.42%	3.31M	28.39M	123.97K	+3.89%
Mar 31, 2024	BLACK MAPLE CAPITAL MANAGEMENT LP	0.18%	112.18K	962.51K	79.1K	+239.15%
Mar 31, 2024	CREDIT SUISSE AG/	0.19%	115.89K	994.29K	0	0
Mar 31, 2024	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.19%	118.4K	1.02M	-84.67K	-41.69%
Mar 31, 2024	CERITY PARTNERS LLC	0.2%	119.61K	1.03M	6.36K	+5.61%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	120.4K	1.03M	0	0
Mar 31, 2024	LIDO ADVISORS, LLC	0.2%	121.9K	1.05M	-2.02K	-1.63%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.39%	239.5K	2.06M	44.6K	+22.88%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.43%	265.3K	2.28M	9.98K	+3.91%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.52%	320.42K	2.75M	35.11K	+12.31%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.8%	488.17K	4.19M	-438.49K	-47.32%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.83%	503.92K	4.32M	6.33K	+1.27%
Mar 31, 2024	BANC FUNDS CO LLC	0.94%	573.64K	4.92M	-109.96K	-16.09%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.98%	595.42K	5.11M	161.78K	+37.31%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.31%	1.41M	12.09M	-97.36K	-6.46%
Mar 31, 2024	JPMORGAN CHASE & CO	2.72%	1.66M	14.26M	98.09K	+6.27%
Mar 31, 2024	BOSTON PARTNERS	3.01%	1.84M	15.66M	-52.47K	-2.77%
Mar 31, 2024	STATE STREET CORP	3.1%	1.89M	16.24M	181.81K	+10.63%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	5.17%	3.15M	27.06M	193.53K	+6.54%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.2%	121.41K	1.04M	-14.54K	-10.69%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.21%	129.4K	1.11M	62.66K	+93.88%
Mar 31, 2024	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.34%	206.59K	1.77M	0	0
Mar 31, 2024	INVESCO LTD.	0.38%	231.84K	1.99M	118.05K	+103.75%
Mar 31, 2024	BARCLAYS PLC	0.41%	249.89K	2.14M	-17.95K	-6.70%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.43%	264.11K	2.27M	38.74K	+17.19%
Mar 31, 2024	STATE OF NEW JERSEY COMMON PENSION FUND D	0.56%	340.43K	2.92M	49.24K	+16.91%
Mar 31, 2024	SIENA CAPITAL PARTNERS GP, LLC	0.65%	400.01K	3.43M	0	0
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.67%	410.96K	3.53M	59.82K	+17.04%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.72%	440.3K	3.78M	191.5K	+76.97%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.73%	446.38K	3.83M	-9.76K	-2.14%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.75%	457.26K	3.92M	211.04K	+85.72%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.78%	476.41K	4.09M	6.39K	+1.36%
Mar 31, 2024	NORTHERN TRUST CORP	1%	611.24K	5.24M	-20.89K	-3.30%
Mar 31, 2024	CARTESIAN GROWTH CORP	1.05%	641.54K	5.5M	4.5K	+0.71%
Dec 31, 2023	SWISS NATIONAL BANK	0.2%	120.4K	1.19M	-13.6K	-10.15%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.82%	497.59K	4.94M	5.2K	+1.06%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.71%	433.63K	4.3M	103.93K	+31.52%
Dec 31, 2023	SIENA CAPITAL PARTNERS GP, LLC	0.66%	400.01K	3.97M	0	0
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.83%	508.8K	5.05M	508.8K	+100.00%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.88%	539.22K	5.35M	199.54K	+58.75%
Dec 31, 2023	ENDEAVOUR CAPITAL ADVISORS INC	0.97%	591.13K	5.86M	28.61K	+5.09%
Dec 31, 2023	NORTHERN TRUST CORP	1.04%	632.13K	6.27M	9.56K	+1.53%
Dec 31, 2023	CARTESIAN GROWTH CORP	1.04%	637.04K	6.32M	637.04K	+100.00%
Dec 31, 2023	MORGAN STANLEY	1.09%	666.62K	6.61M	339.37K	+103.70%
Dec 31, 2023	BANC FUNDS CO LLC	1.12%	683.6K	6.78M	51.52K	+8.15%
Dec 31, 2023	STIEVEN CAPITAL ADVISORS, L.P.	1.36%	832.97K	8.26M	-221.31K	-20.99%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.58%	351.14K	3.48M	123.36K	+54.16%
Dec 31, 2023	STATE OF NEW JERSEY COMMON PENSION FUND D	0.48%	291.19K	2.89M	0	0
Dec 31, 2023	PANAGORA ASSET MANAGEMENT INC	0.47%	285.31K	2.83M	60.96K	+27.17%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.77%	470.01K	4.66M	6.27K	+1.35%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	1.47%	897.25K	8.9M	-172.45K	-16.12%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.52%	926.66K	9.19M	117.52K	+14.52%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.2%	1.35M	13.35M	60.07K	+4.67%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.47%	1.51M	14.95M	-64.27K	-4.09%
Dec 31, 2023	JPMORGAN CHASE & CO	2.56%	1.56M	15.51M	400.29K	+34.41%
Dec 31, 2023	STATE STREET CORP	2.8%	1.71M	16.97M	29.39K	+1.75%
Dec 31, 2023	FJ CAPITAL MANAGEMENT LLC	2.81%	1.72M	17.02M	155.37K	+9.96%
Dec 31, 2023	BOSTON PARTNERS	3.1%	1.89M	18.72M	953.37K	+101.37%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	4.82%	2.94M	29.16M	-2.62M	-47.09%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	4.85%	2.96M	29.36M	202.5K	+7.34%
Dec 31, 2023	VANGUARD GROUP INC	5.22%	3.19M	31.6M	66.66K	+2.14%
Dec 31, 2023	BLACKROCK INC.	13.76%	8.4M	83.31M	456.54K	+5.75%
Dec 31, 2023	INVESCO LTD.	0.19%	113.79K	1.13M	6.15K	+5.72%
Dec 31, 2023	CREDIT SUISSE AG/	0.19%	115.89K	1.15M	14.16K	+13.91%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.19%	118.42K	1.17M	-58.38K	-33.02%
Dec 31, 2023	BARCLAYS PLC	0.44%	267.84K	2.66M	42.77K	+19.00%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.42%	255.32K	2.53M	11.03K	+4.51%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.41%	248.8K	2.47M	-41.2K	-14.21%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.4%	246.21K	2.44M	-98.49K	-28.57%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.4%	242.27K	2.4M	57.88K	+31.39%
Dec 31, 2023	GSA CAPITAL PARTNERS LLP	0.37%	225.37K	2.24M	225.37K	+100.00%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.75%	456.14K	4.52M	6.88K	+1.53%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.35%	213.66K	2.12M	54.21K	+34.00%
Dec 31, 2023	LOS ANGELES CAPITAL MANAGEMENT LLC	0.35%	212.68K	2.11M	127.73K	+150.36%
Dec 31, 2023	ALGERT GLOBAL LLC	0.34%	206.8K	2.05M	-9.35K	-4.33%
Dec 31, 2023	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.34%	206.59K	2.05M	-13.41K	-6.10%
Dec 31, 2023		0.33%	203.07K	2.01M	13.46K	+7.10%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.33%	199.52K	1.98M	14.73K	+7.97%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.32%	194.9K	1.93M	45.27K	+30.26%
Dec 31, 2023	CLARIVEST ASSET MANAGEMENT LLC	0.26%	160.27K	1.59M	3.85K	+2.46%
Dec 31, 2023	UBS GROUP AG	0.22%	136.57K	1.35M	79.46K	+139.14%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.22%	135.95K	1.35M	53.97K	+65.84%
Dec 31, 2023	LIDO ADVISORS, LLC	0.2%	123.92K	1.23M	4.33K	+3.62%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.2%	122.86K	1.22B	11.03K	+9.86%

Insiders

Among the HTBK insiders holding of 4.07% of the stake in company, DINAPOLI JASON PHILIP, director, holds the largest shares of 340.19K. DINAPOLI J PHILIP, director, is the second largest HTBK insider with ownership of 319.98K shares. JONES ROBERTSON CLAY JR, President and CEO, stands third with possession of 254.23K shares of that stake.

Insiders	Designation	Shares Held
DINAPOLI JASON PHILIP	director	340.19K
DINAPOLI J PHILIP	director	319.98K
JONES ROBERTSON CLAY JR	President and CEO	254.23K
WILTON KEITH	President and CEO	139.08K
CONNER JACK W	director	108.51K
KACZMAREK WALTER THEODORE	President and CEO	108.21K
HALLGRIMSON STEVEN L.	director	106.89K
MCGOVERN LAWRENCE D	EVP/CFO	97.03K
BENITO MICHAEL EUGENE	EVP	65.54K
MOLES ROBERT	director	43.56K
PORTER DAVID	EVP/CCO	38.7K
CABRAL BRUCE H	director	30.31K
BIAGINI KOMAS JULIANNE M	director	25.7K
HEITEL STEPHEN G.	director	22.62K
SA THOMAS A	EVP/Chief Operating Officer	20K
JUST SUSAN SVENSSON	EVP/Chief Credit Officer	10.77K
HUSAIN KAMRAN F	director	6.44K
EGGEMEYER JOHN M III	director	3.7K
WYCOFF W KIRK	director	545

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 09, 2025	CABRAL BRUCE H	SALE	10.22	5.89K	60.19K	30.31K
Aug 01, 2025	SA THOMAS A	PURCHASE	9.25	20K	185K	20K
Mar 10, 2025	JUST SUSAN SVENSSON	SALE	9.73	1.6K	15.59K	10.77K
Mar 10, 2025	JONES ROBERTSON CLAY JR	SALE	9.73	5.15K	50.06K	254.23K
Feb 27, 2025	CONNER JACK W	SALE	10.52	4K	42.08K	108.51K
Jan 31, 2024	CONNER JACK W	SALE	8.92	6.94K	61.94K	102.5K
May 05, 2023	CONNER JACK W	PURCHASE	7.37	5K	36.84K	44.34K
May 02, 2023	CONNER JACK W	PURCHASE	7.61	10K	76.08K	39.34K
Mar 06, 2023	DINAPOLI JASON PHILIP	PURCHASE	11.92	3.66K	43.61K	340.19K
Mar 03, 2023	MOLES ROBERT	SALE	11.91	9K	107.22K	43.56K
Feb 22, 2023	HUSAIN KAMRAN F	PURCHASE	12.25	2K	24.51K	6.44K
Feb 07, 2023	HEITEL STEPHEN G.	SALE	12.49	20K	249.8K	22.62K
Dec 06, 2022	DINAPOLI JASON PHILIP	PURCHASE	13.62	1.73K	23.52K	336.53K
Dec 05, 2022	DINAPOLI JASON PHILIP	PURCHASE	13.67	1.33K	18.11K	334.8K
Nov 17, 2022	MCGOVERN LAWRENCE D	SALE	14.59	22.5K	328.34K	97.03K
Nov 10, 2022	DINAPOLI JASON PHILIP	PURCHASE	14.43	2.9K	41.84K	330.2K
Aug 24, 2022	KACZMAREK WALTER THEODORE	SALE	11.63	21.42K	249.13K	108.21K
Jun 03, 2022	MCGOVERN LAWRENCE D	SALE	11.37	2.5K	28.42K	94.08K
Mar 01, 2022	DINAPOLI JASON PHILIP	PURCHASE	11.41	1.56K	17.74K	325.28K
Feb 03, 2022	CONNER JACK W	SALE	12.24	9.12K	111.66K	97.43K
Feb 01, 2022	CONNER JACK W	SALE	12.44	3K	37.32K	106.55K
Dec 15, 2021	DINAPOLI JASON PHILIP	PURCHASE	11.65	10.2K	118.81K	323.72K
Dec 14, 2021	DINAPOLI JASON PHILIP	PURCHASE	10.95	2.71K	29.62K	313.52K
Nov 11, 2021	DINAPOLI JASON PHILIP	PURCHASE	12.14	5K	60.7K	310.82K
Nov 10, 2021	HEITEL STEPHEN G.	SALE	12.15	26.99K	327.95K	38.19K
Nov 09, 2021	HEITEL STEPHEN G.	SALE	12.15	358	4.35K	65.18K
Nov 08, 2021	HEITEL STEPHEN G.	SALE	12.15	27.35K	332.31K	48.31K
Nov 04, 2021	DINAPOLI JASON PHILIP	PURCHASE	12.11	5K	60.57K	305.82K
Jun 10, 2021	MOLES ROBERT	SALE	11.70	4.5K	52.67K	44.98K
Feb 16, 2021	KACZMAREK WALTER THEODORE	SALE	9.25	22.08K	204.26K	6.61K
Dec 14, 2020	BENITO MICHAEL EUGENE	SALE	9.24	4.5K	41.59K	65.54K
Dec 10, 2020	DINAPOLI JASON PHILIP	PURCHASE	8.94	10K	89.4K	301.79K
Jul 28, 2020	BENITO MICHAEL EUGENE	SALE	6.81	6.25K	42.56K	70.04K
May 27, 2020	WILTON KEITH	SALE	8.71	2.73K	23.79K	139.08K
May 04, 2020	WILTON KEITH	SALE	8.36	3.71K	31.04K	141.81K
Mar 10, 2020	DINAPOLI JASON PHILIP	PURCHASE	8.49	5.09K	43.24K	291.79K
Mar 09, 2020	CONNER JACK W	PURCHASE	8.23	600	4.94K	98.91K
Mar 05, 2020	HALLGRIMSON STEVEN L.	PURCHASE	10.16	5K	50.79K	106.89K
Mar 02, 2020	CONNER JACK W	PURCHASE	10.40	5K	51.99K	29.34K
Feb 27, 2020	DINAPOLI JASON PHILIP	PURCHASE	10.89	5K	54.44K	286.69K
Feb 24, 2020	CONNER JACK W	PURCHASE	11.41	700	7.99K	24.34K
Feb 06, 2020	DINAPOLI JASON PHILIP	PURCHASE	11.87	10K	118.67K	281.69K
Feb 04, 2020	KACZMAREK WALTER THEODORE	SALE	11.76	30.73K	361.32K	28.7K
Jan 28, 2020	HALLGRIMSON STEVEN L.	PURCHASE	11.80	8K	94.39K	101.89K
Jan 28, 2020	CONNER JACK W	PURCHASE	11.74	2.13K	24.99K	23.64K
Dec 09, 2019	DINAPOLI JASON PHILIP	PURCHASE	12.31	5K	61.56K	271.69K
Nov 12, 2019	DINAPOLI JASON PHILIP	PURCHASE	12.44	5K	62.18K	27.26K
Oct 29, 2019	HALLGRIMSON STEVEN L.	PURCHASE	11.96	1K	11.96K	93.89K
Jun 07, 2019	DINAPOLI JASON PHILIP	PURCHASE	12.01	5K	60.04K	261.69K
May 31, 2019	CONNER JACK W	PURCHASE	11.97	9.02K	107.95K	9.02K
May 30, 2019	DINAPOLI JASON PHILIP	PURCHASE	12.10	5K	60.48K	256.69K
May 24, 2019	WILTON KEITH	SALE	12.21	5.58K	68.1K	108.48K
May 24, 2019	HALLGRIMSON STEVEN L.	PURCHASE	12.16	700	8.51K	4.7K
May 22, 2019	CONNER JACK W	PURCHASE	12.29	2K	24.57K	21.52K
Feb 12, 2019	KACZMAREK WALTER THEODORE	SALE	13.50	40.5K	546.71K	74.43K
Feb 12, 2019	MOLES ROBERT	SALE	13.54	9.9K	134.04K	31.88K
Feb 11, 2019	MOLES ROBERT	SALE	13.38	40K	535.4K	41.78K
Jan 31, 2019	CONNER JACK W	PURCHASE	12.99	3.5K	45.47K	82.61K
Jan 29, 2019	CONNER JACK W	PURCHASE	13.46	5.5K	74.03K	19.52K
Dec 12, 2018	HALLGRIMSON STEVEN L.	PURCHASE	12.99	7K	90.94K	90.63K
Dec 04, 2018	CONNER JACK W	PURCHASE	13.67	1K	13.67K	14.02K
Nov 28, 2018	WILTON KEITH	SALE	14.36	5.65K	81.11K	94.06K
Nov 21, 2018	CONNER JACK W	PURCHASE	14.27	1.76K	25.08K	13.02K
Nov 12, 2018	CONNER JACK W	PURCHASE	14.39	3.47K	49.99K	11.26K
Oct 30, 2018	DINAPOLI JASON PHILIP	PURCHASE	14.69	10K	146.87K	251.69K
Aug 06, 2018	DINAPOLI JASON PHILIP	PURCHASE	14.82	5K	74.12K	241.69K
May 25, 2018	WILTON KEITH	SALE	17.02	3.5K	59.57K	99.71K
May 24, 2018	BENITO MICHAEL EUGENE	SALE	17.00	6K	102K	41.6K
May 10, 2018	CONNER JACK W	SALE	16.98	23K	390.46K	61.81K
Feb 08, 2018	CONNER JACK W	SALE	15.47	24.5K	378.92K	83.32K
Aug 28, 2017	BIAGINI KOMAS JULIANNE M	SALE	13.65	3.65K	49.81K	25.7K
Aug 10, 2017	DINAPOLI J PHILIP	PURCHASE	13.53	5K	67.67K	319.98K
Mar 13, 2017	KACZMAREK WALTER THEODORE	SALE	14.08	8.09K	113.9K	74.93K
Mar 10, 2017	KACZMAREK WALTER THEODORE	SALE	13.91	5.91K	82.15K	83.02K
Mar 02, 2017	CONNER JACK W	SALE	14.14	10.83K	153.17K	106.1K
Dec 05, 2016	PORTER DAVID	SALE	12.97	5K	64.86K	38.7K
Dec 01, 2016	WYCOFF W KIRK	SALE	12.25	417.42K	5.11M	545
Nov 30, 2016	WYCOFF W KIRK	SALE	12.22	73.65K	899.76K	417.17K
Nov 29, 2016	WILTON KEITH	SALE	12.48	4.68K	58.4K	79.41K
Nov 28, 2016	WYCOFF W KIRK	SALE	12.50	14.73K	184.13K	490.82K
Nov 22, 2016	EGGEMEYER JOHN M III	SALE	12.14	739.14K	8.97M	3.7K
Nov 21, 2016	EGGEMEYER JOHN M III	SALE	12.53	124.09K	1.56M	742.84K
Nov 21, 2016	WYCOFF W KIRK	SALE	12.00	147.3K	1.77M	505.55K
Nov 18, 2016	EGGEMEYER JOHN M III	SALE	11.77	1.05M	12.36M	866.93K
Nov 17, 2016	EGGEMEYER JOHN M III	SALE	11.76	1.79M	21.01M	1.92M
Nov 16, 2016	EGGEMEYER JOHN M III	SALE	12.01	49.96K	599.79K	3.7M
Nov 14, 2016	EGGEMEYER JOHN M III	SALE	12.30	994	12.23K	3.75M
Nov 11, 2016	EGGEMEYER JOHN M III	SALE	12.33	12.3K	151.72K	3.75M

Frequently Asked Questions