How many institutions own ISTR 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 ISTR shares is 132, representing 70.86% of the company's common stock.

Who are the major shareholders selling Investar Holding Corporation stock?

RENAISSANCE TECHNOLOGIES LLC, in the last quarter, reduced its stake in ISTR by -27.66% restricting it's holding to 49.18 thousand shares of worth nearly $1.31M. HILLSDALE INVESTMENT MANAGEMENT INC. also lessened -12.9% of the ISTR shares from its portfolio, reducing its holding to 96.94 thousand shares of worth $2.59M. POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY also shunned ISTR shares holding by -45.37% last quarter which brought its holding to 1.77 thousand shares worth $47.27K.

Investors who are buying ISTR stock?

As per its latest 13F filing, STATE OF ALASKA, DEPARTMENT OF REVENUE increased its stake in ISTR by 100% in the last quarter. The institutional holder raised its holding to 851 shares having worth more than $22.00K. PNC FINANCIAL SERVICES GROUP, INC. also added 0.59% more shares of ISTR to its portfolio, raising its holding to 1.89 thousand shares of worth $50.39K. EMPOWERED FUNDS, LLC also increased its ISTR shares holding by 8.91% which brought its holding to 58.96 thousand shares worth $1.58M.

ISTR's major insiders: who are they?

The insider with the most stakes in ISTR is D'Angelo John J , Chief Executive Officer at the company. Additionally, ISTR stock is highly held by director Nelson Andrew C and director Besselman Thomas C Sr among others.

Did an insider recently sell ISTR stock?

Company executives, directors, and other insiders own 7.6% percent of Investar Holding Corporation's stock. Within the last six months, there have been 1 transaction(s) in which ISTR insiders have sold stock, totaling 26.16K shares. Insiders that have sold shares include D'ANGELO JOHN J, HUDSON ROSE J, and JORDAN ROBERT CHRIS.

Which insider recently purchased ISTR stock?

There have been 1 transaction(s) during the past 6-months in which Investar Holding Corporation insiders have bought stock, totalling 1550 shares

How much of ISTR does insiders own?

Around 301.55K Investar Holding Corporation shares are held by insiders, which represents about 7.6% of ISTR stock.

Who is the insider with the largest stake?

ISTR Chief Executive Officer, D'Angelo John J holds the largest portfolio of the company's shares. ISTR shares owned by D'Angelo total nearly 242.75 thousand.

Which institution holds the most shares in ISTR?

RENAISSANCE TECHNOLOGIES LLC is the largest institutional owner in ISTR which holds 49.18 thousand shares worth $1.31M or 0.5% of the total ISTR shares outstanding followed by HILLSDALE INVESTMENT MANAGEMENT INC. with ownership of 96.94 thousand shares representing 0.99% of the ISTR ownership. STATE OF ALASKA, DEPARTMENT OF REVENUE is the third largest stakeholder with 851 shares or 0.01% of the ownership worth more than $22.00K.

Is Investar Holding Corporation 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 ISTR is concerned, it is a stock which is not optionable.

Is there a short position on ISTR's shares?

Number of ISTR shares short is 138.73K. 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 ISTR shares are there?

As of today, 9.83M shares of ISTR are outstanding.

Is there many float in ISTR 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, ISTR has 9.09M shares in float.

ISTR 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 ISTR is 2.89.

Investar Holding (ISTR) 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

OptionableNo

Short Percent Of Outstanding Shares1.41

Short Percent Of Float1.51

Shares Outstanding9.83M

Shares Float9.09M

Shares Short138.73K

Short Ratio2.89

1.51%

Short % of Float

1.41%

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

7.6% Percentage of Shares held by All Insiders

70.86% Percentage of Shares held by All Institutions

76.69% Percentage of Float held by Institutions

132

Number of Institutions Holding Shares

Institutional Ownership

About 70.86% of ISTR shares are held by financial institutions. RENAISSANCE TECHNOLOGIES LLC is the top corporate investor, holding 49.18K shares valued at $1.31M. A 0.5% stake in Investar Holding Corporation is owned by the company. HILLSDALE INVESTMENT MANAGEMENT INC. owns 96.94K shares valued at $2.59M, which translates its holding of 0.99% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.5%	49.18K	1.31M	-18.8K	-27.66%
Dec 31, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.99%	96.94K	2.59M	-14.36K	-12.90%
Dec 31, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.01%	851	22K	851	+100.00%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	12.07K	322.38K	0	0
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	906	24.21K	0	0
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	1.77K	47.27K	-1.47K	-45.37%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	1.89K	50.39K	11	+0.59%
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	2.2K	58.78K	0	0
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.6%	58.96K	1.58M	4.82K	+8.91%
Dec 31, 2025	NUVEEN, LLC	0.15%	15.02K	401.26K	0	0
Dec 31, 2025	INTEGRATED QUANTITATIVE INVESTMENTS LLC	0.12%	12.12K	323.87K	12.12K	+100.00%
Dec 31, 2025	STRS OHIO	0.21%	20.5K	547.76K	-3.7K	-15.29%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.17%	16.3K	435.54K	-6.2K	-27.56%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.24%	23.88K	638.15K	-11.64K	-32.76%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.26%	25.33K	676.87K	8.26K	+48.34%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.26%	25.34K	677.19K	3.71K	+17.16%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.13%	13.24K	353.85K	0	0
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	4.62%	454.59K	12.15M	23.3K	+5.40%
Dec 31, 2025	VANGUARD GROUP INC	5.41%	532.48K	14.23M	8.74K	+1.67%
Dec 31, 2025	FOURTHSTONE LLC	7.08%	695.99K	18.6M	416.15K	+148.70%
Dec 31, 2025	BLACKROCK, INC.	10.15%	998.13K	26.67M	16.49K	+1.68%
Dec 31, 2025	COPELAND CAPITAL MANAGEMENT, LLC	0.02%	2.32K	61.86K	-1.14K	-33.07%
Dec 31, 2025	CWM, LLC	0.04%	3.44K	92K	384	+12.56%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.04%	3.72K	99.48M	382	+11.43%
Dec 31, 2025	UBS GROUP AG	0.04%	4.14K	110.73K	-17.01K	-80.41%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.06%	5.43K	145.06K	0	0
Dec 31, 2025	RHUMBLINE ADVISERS	0.08%	7.38K	197.05M	-2.55K	-25.72%
Dec 31, 2025	ELCO MANAGEMENT CO., LLC	0.08%	8.04K	214.75K	8.04K	+100.00%
Dec 31, 2025	BARCLAYS PLC	0.35%	34.9K	932.58K	279	+0.81%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.37%	36.15K	965.91K	-4.05K	-10.07%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.4%	39.29K	1.05M	-2.8K	-6.65%
Dec 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.42%	41.11K	1.1M	4.11K	+11.09%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.45%	44.33K	1.18M	-1.87K	-4.04%
Dec 31, 2025	GREEN SQUARE CAPITAL ADVISORS LLC	0.47%	46.43K	1.24M	443	+0.96%
Dec 31, 2025	NORTHERN TRUST CORP	0.89%	87.75K	2.34M	-4.22K	-4.59%
Dec 31, 2025	MARSHALL WACE, LLP	0.53%	52.5K	1.4M	-10.22K	-16.29%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.63%	61.68K	1.65M	-630	-1.01%
Dec 31, 2025	BANC FUNDS CO LLC	3.12%	306.9K	8.2M	-64.21K	-17.30%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.11%	108.82K	2.91M	-2.59K	-2.32%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.33%	130.62K	3.49M	4.82K	+3.83%
Dec 31, 2025	STATE STREET CORP	1.37%	134.94K	3.62M	6.06K	+4.70%
Dec 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.4%	137.23K	3.67M	1.58K	+1.17%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	1.71%	167.93K	4.48M	2.71K	+1.64%
Dec 31, 2025	MALTESE CAPITAL MANAGEMENT LLC	1.75%	172.14K	4.6M	-76.72K	-30.83%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.27%	223.33K	5.97M	-8.61K	-3.71%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.87%	282.43K	7.55M	-9.67K	-3.31%
Dec 31, 2025	ROYCE & ASSOCIATES LP	3.01%	295.83K	7.9M	-20.38K	-6.44%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.17%	410.56K	10.97M	18.84K	+4.81%
Dec 31, 2025	LEGATO CAPITAL MANAGEMENT LLC	0.12%	12.12K	323.87K	12.12K	+100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.13%	12.6K	336.67K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.18%	17.78K	475.05K	7.22K	+68.41%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	0.18%	18.01K	481.23K	-465	-2.52%
Dec 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.19%	18.6K	496.99K	9.4K	+102.17%
Dec 31, 2025	SEI INVESTMENTS CO	0.35%	34.01K	908.72K	34.01K	+100.00%
Dec 31, 2025	MENDON CAPITAL ADVISORS CORP	0.39%	38.04K	1.02M	0	0
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	1.24%	122.01K	3.26M	34.69K	+39.73%
Dec 31, 2025	LSV ASSET MANAGEMENT	0.12%	12.2K	326K	0	0
Dec 31, 2025	SQUAREPOINT OPS LLC	0.13%	12.95K	346.13K	12.95K	+100.00%
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.22%	21.25K	567.83K	2.68K	+14.44%
Dec 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.23%	22.86K	551.61K	0	0
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	25.95K	693.38K	0	0
Dec 31, 2025	HSBC HOLDINGS PLC	0.66%	65.3K	1.75M	-1.75K	-2.61%
Dec 31, 2025	JANE STREET GROUP, LLC	0.08%	8.32K	222.23M	-13.26K	-61.45%
Dec 31, 2025	JPMORGAN CHASE & CO	0.08%	8.35K	223.11K	-2.77K	-24.89%
Dec 31, 2025	JAMES INVESTMENT RESEARCH INC	0.09%	8.82K	235.64K	8.82K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.1%	10K	267.23K	1	+0.01%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.32%	31.37K	838.07K	-11.8K	-27.34%
Dec 31, 2025	MORGAN STANLEY	0.61%	59.71K	1.6M	5.95K	+11.06%
Sep 30, 2025	PETIOLE USA LTD	1.2%	118.47K	2.75M	-27.6K	-18.90%
Sep 30, 2025	GREEN SQUARE CAPITAL ADVISORS LLC	0.47%	45.99K	888.55K	0	0
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.97%	292.1K	6.78M	85.5K	+41.38%
Sep 30, 2025	ROYCE & ASSOCIATES LP	3.21%	316.21K	7.34M	-3K	-0.94%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.38%	37.01K	858.96K	37.01K	+100.00%
Sep 30, 2025	MENDON CAPITAL ADVISORS CORP	0.39%	38.04K	887.26K	38.04K	+100.00%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.13%	13.25K	307.51K	2	+0.02%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.22%	21.63K	502.08K	6.09K	+39.19%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.23%	22.86K	530.58K	-2K	-8.03%
Sep 30, 2025	STRS OHIO	0.25%	24.2K	561.68K	-1.8K	-6.92%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	25.95K	602.3K	-1.53K	-5.55%
Sep 30, 2025	BANC FUNDS CO LLC	3.77%	371.1K	8.61M	-109.8K	-22.83%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.98%	391.73K	9.09M	8.86K	+2.31%
Sep 30, 2025	VANGUARD GROUP INC	5.32%	523.75K	12.16M	-489	-0.09%
Sep 30, 2025	FMR LLC	0%	362	8.4K	0	0
Sep 30, 2025	FEDERATED HERMES, INC.	0.01%	568	13.18K	376	+195.83%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.01%	632	14.67K	371	+142.15%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.01%	795	18.45K	0	0
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	897	20.82K	727	+427.65%
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	906	21.03K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	1.88K	43.52K	0	0
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	2.2K	51.06K	0	0
Sep 30, 2025	CWM, LLC	0.03%	3.06K	71K	499	+19.50%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	3.24K	75.15K	1.55K	+91.37%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.03%	3.34K	77.55K	666	+24.90%
Sep 30, 2025	COPELAND CAPITAL MANAGEMENT, LLC	0.04%	3.46K	80.28K	-33	-0.95%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.06%	5.43K	126.01K	0	0
Sep 30, 2025	INVESCO LTD.	0.1%	9.69K	224.84K	9.69K	+100.00%
Sep 30, 2025	RHUMBLINE ADVISERS	0.1%	9.93K	230.42K	-523	-5.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.1%	10K	232.1K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.11%	10.56K	245.02K	1.2K	+12.78%
Sep 30, 2025	MORGAN STANLEY	0.55%	53.77K	1.25M	-41K	-43.26%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.55%	54.13K	1.26M	-4.66K	-7.93%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.63%	62.31K	1.45M	7.53K	+13.74%
Sep 30, 2025	MARSHALL WACE, LLP	0.64%	62.72K	1.46M	4.5K	+7.73%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.28%	125.8K	2.92M	-13.36K	-9.60%
Sep 30, 2025	STATE STREET CORP	1.31%	128.89K	3.01M	1.97K	+1.55%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.38%	135.64K	3.15M	52.74K	+63.62%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	1.68%	165.22K	3.83M	54.62K	+49.38%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.41%	40.2K	932.96K	1.78K	+4.63%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.43%	42.09K	976.89K	16.01K	+61.38%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.44%	43.17K	1M	7.22K	+20.08%
Sep 30, 2025	BLACKROCK, INC.	9.97%	981.64K	22.78M	90.22K	+10.12%
Sep 30, 2025	CITADEL ADVISORS LLC	0.14%	13.64K	316.58K	-3.58K	-20.80%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.23%	22.5K	522.23K	-4K	-15.09%
Sep 30, 2025	FOURTHSTONE LLC	2.84%	279.85K	6.5M	249.61K	+825.63%
Sep 30, 2025	QUADRATURE CAPITAL LTD	0.14%	13.84K	321.6K	13.84K	+100.00%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.19%	18.57K	430.99K	5K	+36.88%
Sep 30, 2025	UBS GROUP AG	0.21%	21.16K	491.08K	16.3K	+335.71%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.47%	46.2K	1.07M	3.01K	+6.96%
Sep 30, 2025	MALTESE CAPITAL MANAGEMENT LLC	2.53%	248.85K	5.78M	-9.3K	-3.60%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	4.38%	431.28K	10.01M	17.02K	+4.11%
Sep 30, 2025	JPMORGAN CHASE & CO	0.11%	11.12K	258.03K	5.38K	+93.74%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	12.07K	280.03K	0	0
Sep 30, 2025	LSV ASSET MANAGEMENT	0.12%	12.2K	283K	0	0
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.15%	14.28K	331.46K	-13.75K	-49.05%
Sep 30, 2025	NUVEEN, LLC	0.15%	15.02K	348.55K	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	15.52K	360K	-8.14K	-34.40%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.17%	17.08K	396.36K	17.08K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.35%	34.62K	803.6K	-3.6K	-9.42%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.36%	35.52K	824.37K	5.74K	+19.28%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.36%	231.94K	5.38M	1.38K	+0.60%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.19%	18.48K	428.81K	515	+2.87%
Sep 30, 2025	JANE STREET GROUP, LLC	0.22%	21.57K	500.69K	21.57K	+100.00%
Sep 30, 2025	HSBC HOLDINGS PLC	0.68%	67.05K	1.54M	3.08K	+4.82%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.69%	67.98K	1.58M	-3.7K	-5.16%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.89%	87.32K	2.03M	28.91K	+49.51%
Sep 30, 2025	NORTHERN TRUST CORP	0.93%	91.97K	2.13M	-3.77K	-3.93%
Sep 30, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	1.13%	111.3K	2.58M	-1K	-0.89%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.13%	111.41K	2.59M	53.09K	+91.03%
Jun 30, 2025	RHINO INVESTMENT PARTNERS, INC	1.67%	164.01K	3.17M	6.86K	+4.36%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.59%	58.32K	1.13M	-64.83K	-52.64%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.25%	24.86K	480.2K	24.86K	+100.00%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.18%	17.96K	346.99K	5.74K	+46.95%
Jun 30, 2025	DEUTSCHE BANK AG\	0.14%	13.64K	263.51K	13.64K	+100.00%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.14%	13.57K	262.11K	-29.23K	-68.30%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.28%	28.03K	541.5K	-2.14K	-7.08%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.12%	12.2K	236K	8.8K	+258.82%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	3.38K	65.3K	7	+0.21%
Jun 30, 2025	CAPITAL ADVISORS, LTD. LLC	0%	180	3K	0	0
Jun 30, 2025	1 NORTH WEALTH SERVICES LLC	0%	125	2.42K	0	0
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	7	135	7	+100.00%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.56%	54.78K	1.06M	4.53K	+9.01%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.13%	13.25K	255.93K	776	+6.22%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	4.21%	414.27K	8B	32.19K	+8.42%
Jun 30, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	1.14%	112.3K	2.17M	16K	+16.61%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.83%	82.08K	1.59M	82.08K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.1%	9.97K	192K	-1.14K	-10.26%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	5.01K	96.79K	-526	-9.50%
Jun 30, 2025	COPELAND CAPITAL MANAGEMENT, LLC	0.04%	3.49K	67.47K	491	+16.36%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.03%	2.68K	51.68M	-15.88K	-85.58%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	670	12.94M	0	0
Jun 30, 2025	FMR LLC	0%	362	6.99M	127	+54.04%
Jun 30, 2025	BRYN MAWR TRUST CO	0%	303	5.85K	0	0
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	261	5.04K	101	+63.13%
Jun 30, 2025	COVESTOR LTD	0%	59	1K	18	+43.90%
Jun 30, 2025	GAMMA INVESTING LLC	0%	22	425	-79	-78.22%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	17	329	17	+100.00%
Jun 30, 2025	BOSTON PARTNERS	0%	0	-	-28.16K	-100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-2.24K	-100.00%
Jun 30, 2025	COREBRIDGE FINANCIAL, INC.	0%	0	-	-4.53K	-100.00%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.3%	29.78K	575.31K	-3.34K	-10.09%
Jun 30, 2025	BLACKROCK, INC.	9.06%	891.42K	17.22M	2.5K	+0.28%
Jun 30, 2025	BANC FUNDS CO LLC	4.89%	480.91K	9.29M	-30K	-5.87%
Jun 30, 2025	GREEN SQUARE CAPITAL ADVISORS LLC	0.47%	45.99K	888.55K	256	+0.56%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.44%	43.19K	834.51K	-23.73K	-35.45%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.39%	38.42K	742.19K	109	+0.28%
Jun 30, 2025	BARCLAYS PLC	0.39%	38.23K	739K	10.31K	+36.91%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.27%	26.5K	511.98K	8.7K	+48.88%
Jun 30, 2025	STRS OHIO	0.26%	26K	502.32K	-2K	-7.14%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.24%	23.65K	457K	-3.73K	-13.62%
Jun 30, 2025	BLACK MAPLE CAPITAL MANAGEMENT LP	0.16%	15.97K	308.44K	-32.58K	-67.11%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	11.55K	223.05K	-2.19K	-15.91%
Jun 30, 2025	RHUMBLINE ADVISERS	0.11%	10.45K	201.91K	1.18K	+12.75%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.37%	35.95K	694.52K	-1.26K	-3.38%
Jun 30, 2025	FOURTHSTONE LLC	0.31%	30.23K	584.1K	30.23K	+100.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.3%	29.89K	577.46K	-1.64K	-5.19%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.28%	27.48K	530.84K	1.7K	+6.59%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.16%	15.54K	300.25K	-918	-5.58%
Jun 30, 2025		0.15%	15.02K	290.13K	0	0
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.13%	12.6K	273.42K	0	0
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	12.07K	233.1K	0	0
Jun 30, 2025	ROYCE & ASSOCIATES LP	3.24%	319.21K	6.17M	106.54K	+50.10%
Jun 30, 2025	MALTESE CAPITAL MANAGEMENT LLC	2.62%	258.15K	4.99M	0	0
Jun 30, 2025	VANGUARD GROUP INC	5.33%	524.24K	10.13M	-237	-0.05%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.89%	382.87K	7.4M	13.58K	+3.68%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.34%	230.56K	4.45M	2.64K	+1.16%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.1%	206.6K	3.99M	0	0
Jun 30, 2025	PETIOLE USA LTD	1.48%	146.07K	2.82M	0	0
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.41%	139.16K	2.69M	763	+0.55%
Jun 30, 2025	STATE STREET CORP	1.29%	126.92K	2.47M	15.9K	+14.32%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	1.12%	110.6K	2.14M	18.15K	+19.63%
Jun 30, 2025	NORTHERN TRUST CORP	0.97%	95.73K	1.85M	-3.17K	-3.20%
Jun 30, 2025	MORGAN STANLEY	0.96%	94.77K	1.83B	8.23K	+9.51%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.84%	82.9K	1.6M	-8.44K	-9.24%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.73%	71.68K	1.38M	7.5K	+11.69%
Jun 30, 2025	HSBC HOLDINGS PLC	0.65%	63.97K	1.28M	11.66K	+22.29%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.6%	58.79K	1.14M	763	+1.31%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.26%	26.08K	503.89M	-2.35K	-8.27%
Jun 30, 2025	CITADEL ADVISORS LLC	0.17%	17.22K	332.73M	-12.21K	-41.48%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.59%	58.4K	1.13M	3.76K	+6.88%
Jun 30, 2025	NUVEEN, LLC	0.15%	15.02K	290.13K	0	0
Jun 30, 2025	MARSHALL WACE, LLP	0.59%	58.22K	1.12M	24.45K	+72.40%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.32%	227.92K	4.01M	7.15K	+3.24%
Mar 31, 2025	BLACK MAPLE CAPITAL MANAGEMENT LP	0.49%	48.55K	854.91K	48.55K	+100.00%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.19%	18.55K	326.68K	2.41K	+14.96%
Mar 31, 2025	SAVANT CAPITAL, LLC	0.13%	12.47K	219.62K	62	+0.50%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	1.51%	148.83K	2.62M	-42.27K	-22.12%
Mar 31, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.98%	96.3K	1.7M	4.1K	+4.45%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.94%	92.45K	1.63M	10.34K	+12.60%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	25.78K	453.95K	0	0
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	3.89%	382.08K	6.73M	36.26K	+10.49%
Mar 31, 2025	BANC FUNDS CO LLC	5.2%	510.91K	9M	-11.21K	-2.15%
Mar 31, 2025	VANGUARD GROUP INC	5.33%	524.48K	9.24M	-1.5K	-0.28%
Mar 31, 2025	BLACKROCK, INC.	9.04%	888.92K	15.65M	45.39K	+5.38%
Mar 31, 2025	BARCLAYS PLC	0.28%	27.92K	491K	4.92K	+21.40%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.51%	50.26K	885.03K	8.33K	+19.87%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.93%	91.34K	1.61M	-103.78K	-53.19%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.13%	12.6K	221.89K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0.13%	13K	228.95K	-10.83K	-45.44%
Mar 31, 2025	NORTHERN TRUST CORP	1.01%	98.9K	1.74M	-2.13K	-2.11%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.25%	123.15K	2.17M	-2.92K	-2.32%
Mar 31, 2025	PETIOLE USA LTD	1.49%	146.07K	2.57M	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	13.73K	241.79K	13.73K	+100.00%
Mar 31, 2025		0.15%	15.02K	264.45K	15.02K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.17%	16.46K	289.84K	6.89K	+71.97%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.18%	17.8K	313.46K	17.8K	+100.00%
Mar 31, 2025	STRS OHIO	0.28%	28K	493.08K	6.2K	+28.44%
Mar 31, 2025	BOSTON PARTNERS	0.29%	28.16K	495.9K	-15.12K	-34.94%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.29%	28.43K	500.69K	-21.83K	-43.43%
Mar 31, 2025	CITADEL ADVISORS LLC	0.3%	29.43K	518.23K	29.43K	+100.00%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.31%	30.17K	531.21K	6.9K	+29.64%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.32%	31.53K	555.16K	1.9K	+6.41%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.34%	33.12K	583.26K	33.12K	+100.00%
Mar 31, 2025	MARSHALL WACE, LLP	0.34%	33.77K	594.69K	33.77K	+100.00%
Mar 31, 2025	HSBC HOLDINGS PLC	0.53%	52.31K	929.03K	20.79K	+65.98%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.28%	27.38K	482K	-3.33K	-10.85%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.56%	54.65K	962.33K	-1.42K	-2.53%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.59%	58.03K	1.02M	3.91K	+7.21%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.65%	64.18K	1.13M	4.3K	+7.18%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.68%	66.92K	1.18M	-31.37K	-31.92%
Mar 31, 2025	MORGAN STANLEY	0.88%	86.54K	1.52M	-3.15K	-3.51%
Mar 31, 2025	MALTESE CAPITAL MANAGEMENT LLC	2.63%	258.15K	4.55M	4.15K	+1.64%
Mar 31, 2025	RHINO INVESTMENT PARTNERS, INC	1.6%	157.15K	2.77M	11.7K	+8.05%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.76%	369.29K	6.5M	27.91K	+8.17%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.39%	38.31K	674.58K	1.26K	+3.39%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.1%	206.6K	3.64M	-22.28K	-9.73%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.38%	37.2K	655.16K	14.17K	+61.54%
Mar 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.44%	42.79K	753.59K	-16.44K	-27.75%
Mar 31, 2025	GREEN SQUARE CAPITAL ADVISORS LLC	0.47%	45.74K	805.4K	-5.98K	-11.57%
Mar 31, 2025	STATE STREET CORP	1.13%	111.02K	1.97M	1.75K	+1.60%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.41%	138.39K	2.44M	-7.5K	-5.14%
Mar 31, 2025	ROYCE & ASSOCIATES LP	2.16%	212.67K	3.75M	-10.5K	-4.70%
Mar 31, 2024	UBS GROUP AG	0.01%	1.46K	23.82K	-1.09K	-42.70%
Mar 31, 2024	HSBC HOLDINGS PLC	0.31%	30K	490.72K	0	0
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.32%	30.76K	503.17K	18.41K	+149.04%
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.32%	30.81K	504.1K	30.81K	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0.46%	44.65K	730.43K	-588	-1.30%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.47%	45.56K	745.33K	3.33K	+7.87%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.81%	79.42K	1.3M	79.42K	+100.00%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	1.02%	99.33K	1.62M	12.41K	+14.28%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.14%	111.1K	1.82M	2.44K	+2.24%
Mar 31, 2024	PETIOLE USA LTD	1.76%	172.04K	2.81M	0	0
Mar 31, 2024	MALTESE CAPITAL MANAGEMENT LLC	2.75%	268.4K	4.39M	-11.6K	-4.14%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	3.94%	384.66K	6.29M	152.43K	+65.63%
Mar 31, 2024	VANGUARD GROUP INC	4.84%	471.69K	7.72M	0	0
Mar 31, 2024	BANC FUNDS CO LLC	6.25%	609.62K	9.97M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.12%	11.84K	193.7K	8.74K	+282.43%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.12%	12.07K	197.38K	0	0
Mar 31, 2024	MORGAN STANLEY	0.12%	12.16K	198.87K	-513	-4.05%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.13%	12.6K	206.14K	0	0
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.17%	16.16K	264.3K	0	0
Mar 31, 2024	CITIGROUP INC	0.21%	20.6K	337.03K	18.78K	+1,033.79%
Mar 31, 2024	MAN GROUP PLC	0.22%	21.57K	352.93K	21.57K	+100.00%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.23%	22.38K	366K	-8.5K	-27.53%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.23%	22.74K	372.07K	-3.87K	-14.54%
Mar 31, 2024	BOSTON PARTNERS	0.24%	23.19K	379.36K	4.61K	+24.84%
Mar 31, 2024	GREENWICH INVESTMENT MANAGEMENT, INC.	0.3%	29.19K	477K	-1.47K	-4.80%
Mar 31, 2024	JANE STREET GROUP, LLC	0.31%	30.71K	502.42K	20.01K	+187.09%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	1.17%	114.57K	1.87M	-16.74K	-12.75%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.41%	137.82K	2.25M	3.33K	+2.47%
Mar 31, 2024	BLACKROCK INC.	1.53%	149.73K	2.45M	-15.9K	-9.60%
Mar 31, 2024	M3F, INC.	1.71%	166.46K	2.72M	-56.72K	-25.42%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.01%	196.55K	3.22M	-4.84K	-2.40%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	2.2%	214.51K	3.51M	57.18K	+36.34%
Mar 31, 2024	FRANKLIN RESOURCES INC	2.21%	215.1K	3.52M	0	0
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	2.25%	219.65K	3.59M	29.22K	+15.34%
Mar 31, 2024	ROYCE & ASSOCIATES LP	2.65%	258.61K	4.23M	-5.7K	-2.16%
Mar 31, 2024	AJOVISTA, LLC	0%	0	-	-3.71K	-100.00%
Mar 31, 2024	EXODUSPOINT CAPITAL MANAGEMENT, LP	0%	0	-	-13.37K	-100.00%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0%	0	-	-15.41K	-100.00%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-10.5K	-100.00%
Mar 31, 2024	FOURTHSTONE LLC	8.04%	784.26K	12.83M	-188.65K	-19.39%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	0	-	-134	-100.00%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0%	6	105	0	0
Mar 31, 2024	CAPITAL ADVISORS, LTD. LLC	0%	180	3K	0	0
Mar 31, 2024	MACQUARIE GROUP LTD	0%	295	5	295	+100.00%
Mar 31, 2024	RHUMBLINE ADVISERS	0%	365	5.97K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.01%	1.44K	23.59K	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	1.88K	30.68K	0	0
Mar 31, 2024	COPELAND CAPITAL MANAGEMENT, LLC	0.02%	1.99K	32.51K	-542	-21.43%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.03%	2.59K	42.44K	7	+0.27%
Mar 31, 2024	CWM, LLC	0.03%	2.77K	45K	0	0
Mar 31, 2024	LSV ASSET MANAGEMENT	0.03%	3.4K	56K	0	0
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.36%	34.86K	570.29K	24.25K	+228.70%
Mar 31, 2024	GREEN SQUARE CAPITAL ADVISORS LLC	0.52%	50.96K	833.73K	-5.73K	-10.11%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.54%	52.76K	863K	52.76K	+100.00%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.78%	76.42K	1.25M	38.84K	+103.33%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	1.12%	108.92K	1.79M	108.92K	+100.00%
Mar 31, 2024	CUBIST SYSTEMATIC STRATEGIES, LLC	0.04%	3.57K	58.44K	3.57K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0.09%	8.58K	140.32K	6.37K	+287.75%
Mar 31, 2024	ROYAL BANK OF CANADA	0.09%	8.75K	143K	-200	-2.23%
Mar 31, 2024	POINT72 ASIA (SINGAPORE) PTE. LTD.	0.1%	9.97K	163.09K	9.97K	+100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.1%	10K	164K	0	0
Mar 31, 2024	RITHOLTZ WEALTH MANAGEMENT	0.11%	10.75K	175.85K	10.75K	+100.00%
Mar 31, 2024	BARCLAYS PLC	0.11%	11.19K	183K	-5.52K	-33.05%
Mar 31, 2024	HILLSDALE INVESTMENT MANAGEMENT INC.	0.12%	11.3K	184.87K	11.3K	+100.00%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.12%	11.82K	193.39K	11.82K	+100.00%
Mar 31, 2024	STATE STREET CORP	0.3%	29.65K	487.99K	1.5K	+5.33%
Dec 31, 2023	FRANKLIN RESOURCES INC	2.19%	215.1K	3.21M	34.18K	+18.89%
Dec 31, 2023	ROYAL BANK OF CANADA	0.09%	8.95K	134K	291	+3.36%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	2.37%	232.24K	3.46M	66.98K	+40.53%
Dec 31, 2023	ROYCE & ASSOCIATES LP	2.69%	264.31K	3.94M	0	0
Dec 31, 2023	MALTESE CAPITAL MANAGEMENT LLC	2.85%	280K	4.17M	5K	+1.82%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.05%	201.39K	3M	-15.7K	-7.23%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.94%	190.43K	2.84M	9.15K	+5.05%
Dec 31, 2023	PETIOLE USA LTD	1.75%	172.04K	2.57M	0	0
Dec 31, 2023	BLACKROCK INC.	1.69%	165.63K	2.47M	2.01K	+1.23%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	1.6%	157.34K	2.35M	7.54K	+5.03%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.37%	134.5K	2.01M	3.73K	+2.85%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	1.34%	131.31K	1.96M	131.31K	+100.00%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.11%	108.66K	1.62M	3.9K	+3.72%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.89%	86.91K	1.3M	-12.28K	-12.38%
Dec 31, 2023	GREEN SQUARE CAPITAL ADVISORS LLC	0.58%	56.7K	845.32K	531	+0.95%
Dec 31, 2023	NORTHERN TRUST CORP	0.46%	45.24K	674.45K	182	+0.40%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.43%	42.23K	629.69M	3.73K	+9.70%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.38%	37.58K	560.38K	-5.5K	-12.77%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.31%	30.88K	460K	5.7K	+22.64%
Dec 31, 2023	M3F, INC.	2.27%	223.19K	3.33M	-101.08K	-31.17%
Dec 31, 2023	GREENWICH INVESTMENT MANAGEMENT, INC.	0.31%	30.66K	457K	-225	-0.73%
Dec 31, 2023	HSBC HOLDINGS PLC	0.31%	30K	451.73K	483	+1.64%
Dec 31, 2023	STATE STREET CORP	0.29%	28.15K	422.48K	0	0
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.27%	26.61K	396.78K	26.61K	+100.00%
Dec 31, 2023	BOSTON PARTNERS	0.19%	18.57K	276.94K	-15.09K	-44.83%
Dec 31, 2023	BARCLAYS PLC	0.17%	16.71K	249K	3.55K	+26.95%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.16%	16.16K	240.87K	0	0
Dec 31, 2023	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.16%	15.41K	229.72K	1.35K	+9.57%
Dec 31, 2023	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.14%	13.37K	199K	13.37K	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.13%	12.67K	188.9K	-50.32K	-79.89%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.13%	12.6K	187.87K	0	0
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.13%	12.35K	184.14K	12.15K	+6,013.86%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.12%	12.07K	179.89K	12.07K	+100.00%
Dec 31, 2023	CITADEL ADVISORS LLC	0.12%	11.96K	178.38K	-6.3K	-34.50%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.12%	11.31K	168.69K	1.28K	+12.73%
Dec 31, 2023	JANE STREET GROUP, LLC	0.11%	10.7K	159.49K	10.7K	+100.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.11%	10.61K	158.12K	-19	-0.18%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.11%	10.5K	157K	-29.97K	-74.05%
Dec 31, 2023	VANGUARD GROUP INC	4.81%	471.69K	7.03M	1.47K	+0.31%
Dec 31, 2023	BANC FUNDS CO LLC	6.21%	609.62K	9.09M	16.92K	+2.85%
Dec 31, 2023	FOURTHSTONE LLC	9.91%	972.91K	14.51M	-8.99K	-0.92%
Dec 31, 2023	JPMORGAN CHASE & CO	0.02%	2.21K	32.98K	2.21K	+100.00%
Dec 31, 2023	COPELAND CAPITAL MANAGEMENT, LLC	0.03%	2.53K	37.71K	0	0
Dec 31, 2023	UBS GROUP AG	0.03%	2.54K	37.89K	2.33K	+1,104.27%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.03%	2.59K	38.58K	11	+0.43%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.1%	10K	149K	0	0
Dec 31, 2023	CWM, LLC	0.03%	2.77K	41K	-185	-6.26%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.03%	3.1K	46.16K	1.21K	+64.33%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.03%	3.4K	51K	0	0
Dec 31, 2023		0.04%	3.71K	55.24K	3.71K	+100.00%

Insiders

Among the ISTR insiders holding of 7.6% of the stake in company, D'ANGELO JOHN J, Chief Executive Officer, holds the largest shares of 242.75K. NELSON ANDREW C, director, is the second largest ISTR insider with ownership of 140.04K shares. BESSELMAN THOMAS C SR, director, stands third with possession of 90.27K shares of that stake.

Insiders	Designation	Shares Held
D'ANGELO JOHN J	Chief Executive Officer	242.75K
NELSON ANDREW C	director	140.04K
BESSELMAN THOMAS C SR	director	90.27K
JORDAN ROBERT CHRIS	director	58.8K
BOYCE ROBERT M SR	director	53.23K
HIDALGO WILLIAM H	director	51.16K
MIDDLETON SUZANNE O	director	30.89K
HUFFT CHRISTOPHER L	Chief Financial Officer	25.52K
JOFFRION GORDON H III	director	21.86K
CROCHET LINDA M	Chief Operations Officer	17.66K
FINNAN RYAN P	EVP, Banking President	15.27K
LUKINOVICH DAVID J	director	14.22K
GINN SCOTT G	director	8.48K
BAKER JAMES M	director	7.65K
HUDSON ROSE J	director	5.72K
CAMPBELL JOHN R	Chief Financial Officer	5.68K
MARTIN JEFFREY WAYNE	Chief Credit Officer	4.08K
WALKER FRANK L.	director	1.31K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 12, 2026	JORDAN ROBERT CHRIS	PURCHASE	26.85	1.55K	41.62K	58.8K
Jan 27, 2026	D'ANGELO JOHN J	SALE	28.01	26.16K	732.83K	242.75K
Nov 22, 2024	GINN SCOTT G	PURCHASE	23.68	8.48K	200.69K	8.48K
Jun 07, 2024	D'ANGELO JOHN J	SALE	15.41	650	10.02K	218.56K
Nov 14, 2023	D'ANGELO JOHN J	PURCHASE	10.45	300	3.14K	206.88K
Nov 08, 2023	D'ANGELO JOHN J	PURCHASE	9.26	750	6.95K	206.58K
Nov 01, 2023	NELSON ANDREW C	PURCHASE	9.87	3K	29.61K	140.04K
Oct 31, 2023	D'ANGELO JOHN J	PURCHASE	9.25	307	2.84K	205.83K
Oct 24, 2023	CROCHET LINDA M	PURCHASE	9.70	3K	29.1K	17.66K
Jun 08, 2023	HUDSON ROSE J	PURCHASE	12.70	400	5.08K	5.72K
Jun 02, 2023	HIDALGO WILLIAM H	PURCHASE	11.42	10K	114.2K	51.16K
May 03, 2023	NELSON ANDREW C	PURCHASE	12.39	2K	24.78K	136.03K
May 02, 2023	D'ANGELO JOHN J	PURCHASE	12.36	250	3.09K	250
Apr 27, 2023	D'ANGELO JOHN J	PURCHASE	12.98	200	2.6K	205.23K
Apr 25, 2023	CAMPBELL JOHN R	PURCHASE	13.37	1.87K	24.94K	5.68K
Apr 25, 2023	D'ANGELO JOHN J	PURCHASE	12.90	100	1.29K	205.03K
Mar 15, 2023	D'ANGELO JOHN J	PURCHASE	15.73	200	3.15K	188.98K
Mar 15, 2023	NELSON ANDREW C	PURCHASE	15.77	3K	47.31K	133.36K
Mar 14, 2023	CROCHET LINDA M	PURCHASE	16.19	617	9.99K	4.03K
Mar 14, 2023	D'ANGELO JOHN J	PURCHASE	16.75	325	5.44K	188.78K
Mar 01, 2023	HUDSON ROSE J	SALE	19.66	600	11.8K	5.32K
Feb 07, 2023	JORDAN ROBERT CHRIS	SALE	20.46	2.48K	50.68K	47.05K
Jan 31, 2023	JORDAN ROBERT CHRIS	PURCHASE	20.71	11	227.81	49.03K
Nov 14, 2022	JOFFRION GORDON H III	SALE	21.82	12	261.84	21.86K
Nov 07, 2022	D'ANGELO JOHN J	PURCHASE	21.85	100	2.19K	189.54K
Nov 03, 2022	D'ANGELO JOHN J	PURCHASE	21.86	200	4.37K	189.44K
Oct 31, 2022	JORDAN ROBERT CHRIS	PURCHASE	22.22	11	244.42	49.01K
Oct 28, 2022	BAKER JAMES M	SALE	20.79	3.73K	77.55K	7.65K
Jul 29, 2022	JORDAN ROBERT CHRIS	PURCHASE	22.16	90	1.99K	47.59K
Jul 26, 2022	JORDAN ROBERT CHRIS	PURCHASE	22.72	9	204.48	49K
Apr 29, 2022	JORDAN ROBERT CHRIS	PURCHASE	19.73	10	197.3	48.99K
Mar 15, 2022	CROCHET LINDA M	PURCHASE	19.54	400	7.82K	1.11K
Mar 10, 2022	D'ANGELO JOHN J	PURCHASE	19.65	25	491.25	177.94K
Mar 07, 2022	D'ANGELO JOHN J	PURCHASE	19.81	50	990.5	177.87K
Mar 02, 2022	MARTIN JEFFREY WAYNE	PURCHASE	20.41	1.71K	34.98K	4.08K
Feb 24, 2022	D'ANGELO JOHN J	PURCHASE	19.95	100	2K	178.96K
Jan 31, 2022	JORDAN ROBERT CHRIS	PURCHASE	19.25	10	192.5	48.98K
Dec 09, 2021	D'ANGELO JOHN J	PURCHASE	18.04	300	5.41K	178.76K
Dec 07, 2021	JOFFRION GORDON H III	SALE	17.92	10	179.2	20.39K
Dec 03, 2021	MIDDLETON SUZANNE O	PURCHASE	17.98	100	1.8K	30.89K
Oct 29, 2021	JORDAN ROBERT CHRIS	PURCHASE	19.75	9	177.75	48.97K
Jul 27, 2021	JORDAN ROBERT CHRIS	PURCHASE	21.50	2.33K	50.01K	46.45K
Jun 08, 2021	BAKER JAMES M	SALE	23.51	450	10.58K	9.89K
Apr 27, 2021	BAKER JAMES M	SALE	21.70	100	2.17K	10.34K
Oct 29, 2020	D'ANGELO JOHN J	PURCHASE	12.81	100	1.28K	169.49K
Oct 27, 2020	BAKER JAMES M	PURCHASE	13.70	250	3.43K	8.75K
Aug 27, 2020	LUKINOVICH DAVID J	PURCHASE	13.85	80	1.11K	14.22K
Apr 28, 2020	NELSON ANDREW C	PURCHASE	13.50	9.05K	122.23K	121.47K
Apr 28, 2020	BAKER JAMES M	PURCHASE	12.00	300	3.6K	8.5K
Mar 10, 2020	MIDDLETON SUZANNE O	PURCHASE	17.37	100	1.74K	28.55K
Mar 09, 2020	NELSON ANDREW C	PURCHASE	17.28	5K	86.4K	112.42K
Mar 06, 2020	MIDDLETON SUZANNE O	PURCHASE	19.22	50	960.85	28.45K
Mar 05, 2020	MIDDLETON SUZANNE O	PURCHASE	21.36	100	2.14K	28.4K
Mar 03, 2020	JORDAN ROBERT CHRIS	PURCHASE	21.00	2K	42K	42.94K
Feb 28, 2020	JORDAN ROBERT CHRIS	PURCHASE	22.00	3.06K	67.34K	40.94K
Feb 27, 2020	JORDAN ROBERT CHRIS	PURCHASE	21.99	1.77K	38.92K	37.88K
Feb 24, 2020	JORDAN ROBERT CHRIS	PURCHASE	22.00	169	3.72K	36.11K
Feb 18, 2020	LUKINOVICH DAVID J	PURCHASE	23.16	45	1.04K	14.14K
Feb 03, 2020	JOFFRION GORDON H III	SALE	22.04	2	44.08	21.87K
Jan 31, 2020	WALKER FRANK L.	PURCHASE	22.25	450	10.01K	1.31K
Jan 28, 2020	NELSON ANDREW C	PURCHASE	23.01	6K	138.06K	107.42K
Dec 19, 2019	JOFFRION GORDON H III	SALE	25.32	12	303.84	21.87K
Dec 09, 2019	D'ANGELO JOHN J	SALE	24.97	5K	124.85K	163.23K
Sep 12, 2019	D'ANGELO JOHN J	SALE	23.50	329	7.73K	158.23K
Sep 11, 2019	D'ANGELO JOHN J	SALE	23.50	4.67K	109.77K	158.56K
Sep 11, 2019	FINNAN RYAN P	SALE	23.37	1.5K	35.06K	15.27K
Sep 05, 2019	HUFFT CHRISTOPHER L	SALE	23.00	686	15.78K	25.52K
Sep 03, 2019	HUFFT CHRISTOPHER L	SALE	23.00	29	667	25.52K
Sep 03, 2019	LUKINOVICH DAVID J	PURCHASE	22.80	7	159.6	12.97K
Jun 12, 2019	HUFFT CHRISTOPHER L	SALE	23.42	768	17.99K	25.52K
Jun 11, 2019	HUFFT CHRISTOPHER L	SALE	23.75	482	11.45K	26.29K
May 09, 2019	FINNAN RYAN P	PURCHASE	23.85	49	1.17K	15.27K
Apr 30, 2019	NELSON ANDREW C	PURCHASE	23.29	1K	23.29K	99.47K
Mar 15, 2019	JORDAN ROBERT CHRIS	PURCHASE	23.50	5K	117.5K	34.86K
Mar 14, 2019	LUKINOVICH DAVID J	PURCHASE	23.18	45	1.04K	12.96K
Mar 05, 2019	D'ANGELO JOHN J	PURCHASE	23.65	100	2.37K	163.38K
Feb 11, 2019	JOFFRION GORDON H III	PURCHASE	23.71	283	6.71K	16.59K
Jan 31, 2019	NELSON ANDREW C	PURCHASE	24.03	2K	48.06K	98.47K
Nov 06, 2018	MIDDLETON SUZANNE O	PURCHASE	25.25	200	5.05K	25.88K
Oct 31, 2018	MIDDLETON SUZANNE O	PURCHASE	25.62	200	5.12K	25.68K
Oct 30, 2018	BAKER JAMES M	PURCHASE	25.00	1.03K	25.63K	1.78K
Oct 30, 2018	HIDALGO WILLIAM H	PURCHASE	25.99	800	20.79K	34.13K
Oct 30, 2018	NELSON ANDREW C	PURCHASE	25.00	4.5K	112.5K	94.95K
Oct 30, 2018	LUKINOVICH DAVID J	PURCHASE	25.00	490	12.25K	11.91K
Oct 30, 2018	WALKER FRANK L.	PURCHASE	25.00	49	1.23K	654
Oct 30, 2018	JOFFRION GORDON H III	PURCHASE	25.50	382	9.74K	15.75K
Oct 30, 2018	BOYCE ROBERT M SR	PURCHASE	25.65	100	2.57K	53.23K
Oct 30, 2018	BESSELMAN THOMAS C SR	PURCHASE	25.00	1K	25K	90.27K
Oct 30, 2018	JORDAN ROBERT CHRIS	PURCHASE	25.50	4K	102K	26.85K
Jun 30, 2014	WALKER FRANK L.	PURCHASE	14.00	1K	14K	1.91K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE1.55K1

SALES26.16K1

NET SHARES-24.61K0

SHARES HELD301.55K2

% NET SHARES-108.16%-100%

Frequently Asked Questions