How many institutions own IVR 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 IVR shares is 207, representing 47.17% of the company's common stock.

Who are the major shareholders selling Invesco Mortgage Capital Inc. stock?

WOLVERINE ASSET MANAGEMENT LLC, in the last quarter, reduced its stake in IVR by -75.45% restricting it's holding to 191.89 thousand shares of worth nearly $1.55M. INVESCO LTD. also lessened -15.56% of the IVR shares from its portfolio, reducing its holding to 2.16 million shares of worth $17.44M. GOLDMAN SACHS GROUP INC also shunned IVR shares holding by -49.23% last quarter which brought its holding to 332.84 thousand shares worth $2.69M.

Investors who are buying IVR stock?

As per its latest 13F filing, CENTIVA CAPITAL, LP increased its stake in IVR by 5.6% in the last quarter. The institutional holder raised its holding to 105.6 thousand shares having worth more than $853.25K. PENSERRA CAPITAL MANAGEMENT LLC also added 2.89% more shares of IVR to its portfolio, raising its holding to 151.19 thousand shares of worth $1.22M. BANK OF NEW YORK MELLON CORP also increased its IVR shares holding by 0.82% which brought its holding to 181.6 thousand shares worth $1.47M.

IVR's major insiders: who are they?

The insider with the most stakes in IVR is King Richard J. , President & CEO at the company. Additionally, IVR stock is highly held by CEO Anzalone John and director Day John among others.

Did an insider recently sell IVR stock?

Company executives, directors, and other insiders own 0.39% percent of Invesco Mortgage Capital Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which IVR insiders have sold stock, totaling 0 shares. Insiders that have sold shares include FLESHMAN ROBERT L, LIENTZ JAMES R JR, and DAY JOHN.

Which insider recently purchased IVR stock?

There have been 2 transaction(s) during the past 6-months in which Invesco Mortgage Capital Inc. insiders have bought stock, totalling 2750 shares

How much of IVR does insiders own?

Around 2.75K Invesco Mortgage Capital Inc. shares are held by insiders, which represents about 0.39% of IVR stock.

Who is the insider with the largest stake?

IVR President & CEO, King Richard J. holds the largest portfolio of the company's shares. IVR shares owned by King total nearly 114.4 thousand.

Which institution holds the most shares in IVR?

CENTIVA CAPITAL, LP is the largest institutional owner in IVR which holds 105.6 thousand shares worth $853.25K or 0.16% of the total IVR shares outstanding followed by PENSERRA CAPITAL MANAGEMENT LLC with ownership of 151.19 thousand shares representing 0.23% of the IVR ownership. BANK OF NEW YORK MELLON CORP is the third largest stakeholder with 181.6 thousand shares or 0.27% of the ownership worth more than $1.47M.

Is Invesco Mortgage Capital 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 IVR is concerned, it is a stock which is optionable.

Is there a short position on IVR's shares?

Number of IVR shares short is 7.14M. 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 IVR shares are there?

As of today, 66.31M shares of IVR are outstanding.

Is there many float in IVR 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, IVR has 66.05M shares in float.

IVR 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 IVR is 3.32.

Invesco Mortgage Capital (IVR) 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 Shares10.77

Short Percent Of Float10.8

Shares Outstanding66.31M

Shares Float66.05M

Shares Short7.14M

Short Ratio3.32

10.8%

Short % of Float

10.77%

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

0.39% Percentage of Shares held by All Insiders

47.17% Percentage of Shares held by All Institutions

47.36% Percentage of Float held by Institutions

207

Number of Institutions Holding Shares

Institutional Ownership

About 47.17% of IVR shares are held by financial institutions. CENTIVA CAPITAL, LP is the top corporate investor, holding 105.6K shares valued at $853.25K. A 0.16% stake in Invesco Mortgage Capital Inc. is owned by the company. PENSERRA CAPITAL MANAGEMENT LLC owns 151.19K shares valued at $1.22M, which translates its holding of 0.23% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	CENTIVA CAPITAL, LP	0.16%	105.6K	853.25K	5.6K	+5.60%
Mar 31, 2026	PENSERRA CAPITAL MANAGEMENT LLC	0.23%	151.19K	1.22M	4.25K	+2.89%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.27%	181.6K	1.47M	1.48K	+0.82%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.29%	191.89K	1.55M	-589.66K	-75.45%
Mar 31, 2026	INVESCO LTD.	3.25%	2.16M	17.44M	-397.76K	-15.56%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	1.02%	677.1K	5.47M	201.5K	+42.37%
Mar 31, 2026	NORTHERN TRUST CORP	0.89%	593.3K	4.79M	69.44K	+13.26%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.7%	467.03K	3.77M	467.03K	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.5%	332.84K	2.69M	-322.75K	-49.23%
Mar 31, 2026	ENGINEERS GATE MANAGER LP	0.49%	322.5K	2.61M	267.75K	+489.08%
Mar 31, 2026	PRUDENTIAL FINANCIAL INC	0.37%	243.27K	1.97M	243.27K	+100.00%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.34%	222.83K	1.8M	-260.97K	-53.94%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.34%	222.13K	1.79M	14.36K	+6.91%
Mar 31, 2026	TUDOR INVESTMENT CORP ET AL	0.32%	213.56K	1.73M	213.56K	+100.00%
Mar 31, 2026	VERITION FUND MANAGEMENT LLC	0.32%	212.21K	1.71M	122.51K	+136.58%
Mar 31, 2026	BRAMSHILL INVESTMENTS, LLC	0.31%	208.83K	1.69M	-1.4K	-0.67%
Mar 31, 2026	NUVEEN, LLC	0.2%	135.18K	1.09M	9.93K	+7.93%
Mar 31, 2026	ZACKS INVESTMENT MANAGEMENT	0.4%	267.42K	2.16M	16.07K	+6.39%
Mar 31, 2026	BLACKROCK, INC.	10.87%	7.2M	58.21M	548.53K	+8.24%
Mar 31, 2026	JANE STREET GROUP, LLC	0.14%	91.8K	741.74K	91.8K	+100.00%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.51%	337.68K	2.73M	53.1K	+18.66%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.64%	427.32K	3.45M	99.61K	+30.40%
Mar 31, 2026	SEGALL BRYANT & HAMILL, LLC	0.67%	441.28K	3.57M	-22.98K	-4.95%
Mar 31, 2026	POINT72 ASSET MANAGEMENT, L.P.	0.71%	472.43K	3.82M	439.75K	+1,345.53%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.91%	601.96K	4.86M	5.94K	+1.00%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	1.46%	970.43K	7.84M	168.1K	+20.95%
Mar 31, 2026	D. E. SHAW & CO., INC.	1.61%	1.07M	8.61M	1.07M	+100.00%
Mar 31, 2026	STATE STREET CORP	2.12%	1.41M	11.52M	75.58K	+5.68%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	2.7%	1.79M	14.47M	82.12K	+4.81%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	3.34%	2.21M	17.89M	605.38K	+37.64%
Mar 31, 2026	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	3.59%	2.38M	19.25M	723.64K	+43.63%
Mar 31, 2026	PVG ASSET MANAGEMENT CORP	0.19%	128.66K	1.04M	128.66K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.88%	581.21K	4.7M	-513.26K	-46.90%
Mar 31, 2026	MORGAN STANLEY	0.44%	291.79K	2.36M	-146.95K	-33.49%
Mar 31, 2026	RHUMBLINE ADVISERS	0.14%	92.15K	744.54K	3.2K	+3.60%
Mar 31, 2026	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.19%	124.01K	1M	124.01K	+100.00%
Mar 31, 2026		0.23%	152.91K	1.24M	107.27K	+235.04%
Mar 31, 2026	BALYASNY ASSET MANAGEMENT L.P.	0.15%	96.23K	777.51K	96.23K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.17%	114.07K	892.05K	84.48K	+285.49%
Mar 31, 2026	CREATIVE PLANNING	0.03%	16.6K	134.1K	1.59K	+10.58%
Mar 31, 2026	SEI INVESTMENTS CO	0.16%	102.77K	830.39K	88.01K	+596.14%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.03%	16.84K	136.03K	493	+3.02%
Mar 31, 2026	VIRTUS ETF ADVISERS LLC	0.03%	17.4K	140.59K	-4.18K	-19.35%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.03%	18.89K	154.93K	15.02K	+387.34%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.03%	19.28K	155.82K	2.31K	+13.61%
Mar 31, 2026	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	19.34K	156.29K	0	0
Mar 31, 2026	MORLING FINANCIAL ADVISORS, LLC	0.03%	20.29K	163.96K	20.29K	+100.00%
Mar 31, 2026	INTECH INVESTMENT MANAGEMENT LLC	0.03%	22.61K	182.71K	-10.01K	-30.67%
Mar 31, 2026	180 WEALTH ADVISORS, LLC	0.03%	22.91K	185.09K	2.33K	+11.33%
Mar 31, 2026	SKOPOS LABS, INC.	0.03%	23.05K	186.25K	11.93K	+107.18%
Mar 31, 2026	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	24.23K	195.75K	12.8K	+112.03%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.04%	24.48K	197.81K	-194	-0.79%
Mar 31, 2026	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.04%	27.2K	219.74K	0	0
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.04%	27.93K	225.67K	27.93K	+100.00%
Mar 31, 2026	RANGE FINANCIAL GROUP LLC	0.05%	30.85K	249.23K	2.76K	+9.84%
Mar 31, 2026	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	34.16K	276K	-5.77K	-14.46%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.06%	38.51K	311.16K	11.53K	+42.73%
Mar 31, 2026	WALLEYE TRADING LLC	0.06%	40.7K	328.86K	-14.2K	-25.87%
Mar 31, 2026	STATE OF WYOMING	0.06%	41K	331.31K	32.71K	+394.38%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.07%	44.99K	363.54K	0	0
Mar 31, 2026	DEUTSCHE BANK AG\	0.07%	49.01K	395.99K	6K	+13.96%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.08%	50.3K	406.45K	50.3K	+100.00%
Mar 31, 2026	STRAIGHT PATH WEALTH MANAGEMENT	0.08%	53K	428.24K	1K	+1.92%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.1%	66.71K	539.01K	2.79K	+4.36%
Mar 31, 2026	EAM INVESTORS, LLC	0.11%	72.29K	584.13K	72.29K	+100.00%
Mar 31, 2026	LSV ASSET MANAGEMENT	0.12%	78.38K	633K	10.57K	+15.59%
Mar 31, 2026	FIRETHORN WEALTH PARTNERS, LLC	0.17%	115.59K	933.98K	42.78K	+58.76%
Mar 31, 2026	GRAHAM CAPITAL MANAGEMENT, L.P.	0.18%	121.34K	980.39K	44.95K	+58.85%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.62%	410.79K	3.32M	269.2K	+190.12%
Mar 31, 2026	PRICE T ROWE ASSOCIATES INC /MD/	0.14%	92.04K	744K	12.42K	+15.60%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	95.6K	772.45K	-12.3K	-11.40%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.16%	103.53K	836.54K	-46.41K	-30.95%
Mar 31, 2026	SQUAREPOINT OPS LLC	0.16%	105.06K	848.89K	88.11K	+519.82%
Mar 31, 2026	LPL FINANCIAL LLC	0.19%	126.78K	1.02M	45.82K	+56.60%
Dec 31, 2025	LSV ASSET MANAGEMENT	0.1%	67.81K	570K	-5.95K	-8.07%
Dec 31, 2025	FIRETHORN WEALTH PARTNERS, LLC	0.11%	72.81K	612.31K	8.69K	+13.54%
Dec 31, 2025	IEQ CAPITAL, LLC	0.11%	75K	630.77K	50.6K	+207.39%
Dec 31, 2025	LPL FINANCIAL LLC	0.12%	80.96K	680.84K	-625	-0.77%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.43%	284.58K	2.39M	130.56K	+84.77%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.72%	475.6K	4M	-205.65K	-30.19%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.73%	483.8K	4.07M	-1.04M	-68.24%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.9%	596.03K	5.01M	33.61K	+5.98%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.99%	655.58K	5.51M	22.73K	+3.59%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	1.18%	781.55K	6.57M	-409.52K	-34.38%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	1.42%	943.1K	7.93M	31.9K	+3.50%
Dec 31, 2025	UBS GROUP AG	1.65%	1.09M	9.2M	446.02K	+68.78%
Dec 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.18%	119.25K	855.04K	119.25K	+100.00%
Dec 31, 2025	BRAMSHILL INVESTMENTS, LLC	0.32%	210.23K	1.77M	1.53K	+0.73%
Dec 31, 2025	ZACKS INVESTMENT MANAGEMENT	0.38%	251.35K	2.11M	46.03K	+22.42%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.49%	327.71K	2.76M	-13.19K	-3.87%
Dec 31, 2025	NORTHERN TRUST CORP	0.79%	523.86K	4.41M	-71.5K	-12.01%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	2.5%	1.66M	13.95M	114.34K	+7.40%
Dec 31, 2025	INVESCO LTD.	3.85%	2.56M	21.5M	199.26K	+8.46%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	1.21%	802.34K	6.75M	139.14K	+20.98%
Dec 31, 2025	CENTIVA CAPITAL, LP	0.15%	100K	841K	100K	+100.00%
Dec 31, 2025	CONTINUUM ADVISORY, LLC	0.02%	15.89K	133.63K	0	0
Dec 31, 2025	MORGAN STANLEY	0.66%	438.74K	3.69M	-224.49K	-33.85%
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.14%	89.7K	754.38K	2.15K	+2.45%
Dec 31, 2025	CITADEL ADVISORS LLC	0.13%	83.2K	699.71K	-20.6K	-19.85%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.21%	141.59K	1.19M	115.36K	+439.79%
Dec 31, 2025	SEGALL BRYANT & HAMILL, LLC	0.7%	464.26K	3.9M	27.34K	+6.26%
Dec 31, 2025	RHUMBLINE ADVISERS	0.13%	88.95K	748.02K	-9.3K	-9.47%
Dec 31, 2025	CAXTON ASSOCIATES LLP	0.13%	86.67K	728.87K	86.67K	+100.00%
Dec 31, 2025	JAIN GLOBAL LLC	0.11%	71.5K	601.32K	71.5K	+100.00%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	0.1%	65.21K	548.38K	-14.46K	-18.15%
Dec 31, 2025	GRAHAM CAPITAL MANAGEMENT, L.P.	0.12%	76.38K	642.39K	-79K	-50.84%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.12%	79.61K	670K	-8.35K	-9.49%
Dec 31, 2025	STATE STREET CORP	2.01%	1.33M	11.65M	-74.72K	-5.32%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	2.43%	1.61M	13.53M	591.33K	+58.13%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.58%	1.71M	14.37M	101.3K	+6.30%
Dec 31, 2025	VANGUARD GROUP INC	5.88%	3.9M	32.77M	168.8K	+4.53%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.31%	207.77K	1.75M	-3.01K	-1.43%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	29.75K	250.17M	-19.77K	-39.92%
Dec 31, 2025	VIDENT ADVISORY, LLC	0.05%	30.94K	260.21K	2.49K	+8.76%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	16.34K	137.44K	3.43K	+26.52%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.03%	16.67K	140.2K	16.67K	+100.00%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.03%	16.95K	142.55K	-55K	-76.44%
Dec 31, 2025	BLACKROCK, INC.	10.04%	6.66M	55.98M	-25.58K	-0.38%
Dec 31, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.05%	32.62K	274.32K	1.98K	+6.47%
Dec 31, 2025	QUEST PARTNERS LLC	0.05%	33.55K	282.11K	32.95K	+5,537.82%
Dec 31, 2025	GSA CAPITAL PARTNERS LLP	0.05%	34.52K	290K	34.52K	+100.00%
Dec 31, 2025	XTX TOPCO LTD	0.05%	36.33K	305.5K	36.33K	+100.00%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.06%	39.93K	335.83K	10.97K	+37.88%
Dec 31, 2025	TWO SIGMA SECURITIES, LLC	0.06%	41.67K	350.47K	20.47K	+96.56%
Dec 31, 2025	DEUTSCHE BANK AG\	0.06%	43.01K	361.68K	5.62K	+15.04%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.07%	44.99K	378.39K	0	0
Dec 31, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.08%	52K	437.32K	1K	+1.96%
Dec 31, 2025	WALLEYE TRADING LLC	0.08%	54.9K	461.71K	42.2K	+332.28%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	81.1K	682.05K	38.7K	+91.27%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.1%	63.92K	537.56K	-391	-0.61%
Dec 31, 2025	JANE STREET GROUP, LLC	0.35%	230.25K	1.94M	204.76K	+803.19%
Dec 31, 2025	NUVEEN, LLC	0.19%	125.25K	1.05M	-27.7K	-18.11%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	16.97K	142.75K	-5.6K	-24.79%
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	19.34K	162.68K	0	0
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.03%	20.51K	172.51K	-1.14K	-5.27%
Dec 31, 2025	180 WEALTH ADVISORS, LLC	0.03%	20.58K	173.04K	1.49K	+7.78%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.03%	20.76K	174.6K	-41.66K	-66.74%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	24.68K	207.52K	-1.99K	-7.47%
Dec 31, 2025	GROUP ONE TRADING, L.P.	0.04%	24.91K	209.46K	2.63K	+11.83%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.04%	27.1K	228K	27.1K	+100.00%
Dec 31, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.04%	27.2K	228.72K	0	0
Dec 31, 2025	RANGE FINANCIAL GROUP LLC	0.04%	28.08K	236.18K	1.79K	+6.79%
Dec 31, 2025	PEAK6 LLC	0.04%	28.6K	240.53K	28.6K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.04%	29.59K	248.87K	-44.84K	-60.24%
Dec 31, 2025	QUANTBOT TECHNOLOGIES LP	0.04%	29.71K	249.87K	-101.43K	-77.34%
Dec 31, 2025	BARCLAYS PLC	0.19%	126.98K	1.07M	31.17K	+32.53%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.22%	146.94K	1.24M	2.51K	+1.74%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.23%	149.95K	1.26M	78.26K	+109.16%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.27%	180.12K	1.51M	2.12K	+1.19%
Sep 30, 2025	NUVEEN, LLC	0.23%	152.95K	1.16M	1.31K	+0.87%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	1.14%	756.43K	5.72M	756.43K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.11%	71.69K	541.98K	8.03K	+12.61%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.1%	67.68K	511.69K	57.29K	+550.87%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.03%	681.25K	5.15M	-9.95K	-1.44%
Sep 30, 2025	MORGAN STANLEY	1%	663.23K	5.01M	299.66K	+82.42%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	49.52K	386.47K	5.32K	+12.03%
Sep 30, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.08%	51K	385.56K	16K	+45.71%
Sep 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.08%	52.38K	396.01K	52.38K	+100.00%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.08%	53.44K	404.03K	51.66K	+2,900.73%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.1%	64.31K	486.18K	1.95K	+3.13%
Sep 30, 2025	PICTON MAHONEY ASSET MANAGEMENT	0.19%	126.35K	955K	126.35K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	115K	869.4K	-223.3K	-66.01%
Sep 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.31%	205.32K	1.55M	-525	-0.26%
Sep 30, 2025	RHUMBLINE ADVISERS	0.15%	98.25K	742.73K	-6.68K	-6.36%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.11%	71.95K	543.91K	-27.31K	-27.51%
Sep 30, 2025	BRAMSHILL INVESTMENTS, LLC	0.31%	208.7K	1.58M	208.7K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.32%	210.78K	1.59M	16.77K	+8.64%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.51%	340.9K	2.58M	4.1K	+1.22%
Sep 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.66%	436.93K	3.3M	-16.92K	-3.73%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.85%	562.42K	4.25M	12.58K	+2.29%
Sep 30, 2025	UBS GROUP AG	0.98%	648.45K	4.9M	77.04K	+13.48%
Sep 30, 2025	GRAHAM CAPITAL MANAGEMENT, L.P.	0.23%	155.38K	1.17M	155.38K	+100.00%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.23%	154.02K	1.16M	118.19K	+329.91%
Sep 30, 2025	HBK INVESTMENTS L P	0.23%	150K	1.13M	150K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.9%	595.36K	4.5M	14.17K	+2.44%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	1.8%	1.19M	9M	226.41K	+23.47%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.22%	144.43K	1.09M	4.89K	+3.50%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.11%	73.76K	558K	-7.85K	-9.62%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.12%	79.66K	602.25K	17.4K	+27.95%
Sep 30, 2025	LPL FINANCIAL LLC	0.12%	81.58K	616.76K	17.19K	+26.70%
Sep 30, 2025	VERITION FUND MANAGEMENT LLC	0.13%	87.55K	661.89K	-69.89K	-44.39%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.13%	87.96K	665K	22.78K	+34.95%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.14%	92.19K	696K	56.66K	+159.50%
Sep 30, 2025	BLACKROCK, INC.	10.08%	6.68M	50.51M	66.87K	+1.01%
Sep 30, 2025	VANGUARD GROUP INC	5.62%	3.73M	28.18M	50.55K	+1.37%
Sep 30, 2025	INVESCO LTD.	3.55%	2.36M	17.82M	86.92K	+3.83%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.42%	1.61M	12.15M	29.81K	+1.89%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	2.33%	1.54M	11.67M	113.61K	+7.94%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.95%	632.85K	4.78M	417.6K	+194.01%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.27%	178K	1.35M	9.31K	+5.52%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.25%	166.91K	1.26M	-143.35K	-46.20%
Sep 30, 2025	CITADEL ADVISORS LLC	0.16%	103.8K	784.73K	44K	+73.58%
Sep 30, 2025	JPMORGAN CHASE & CO	0.11%	74.43K	562.71K	42K	+129.51%
Sep 30, 2025	BARCLAYS PLC	0.14%	95.82K	724.37K	-34.74K	-26.61%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	127.8K	966.18K	3.1K	+2.49%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	1%	663.2K	5.01M	-26.05K	-3.78%
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0.2%	131.14K	991.43K	-20.91K	-13.75%
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.11%	71.38K	539.65K	71.38K	+100.00%
Sep 30, 2025	STATE STREET CORP	2.12%	1.4M	10.62M	52.75K	+3.90%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	1.53%	1.02M	7.69M	404.5K	+66.02%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	1.37%	911.2K	6.89M	-72.6K	-7.38%
Sep 30, 2025	FIRETHORN WEALTH PARTNERS, LLC	0.1%	64.12K	484.77M	64.12K	+100.00%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.09%	62.42K	471.89K	0	0
Sep 30, 2025	FRANKLIN RESOURCES INC	0.07%	44.99K	340.15K	44.99K	+100.00%
Sep 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.07%	44.71K	338.03K	44.71K	+100.00%
Sep 30, 2025	DEUTSCHE BANK AG\	0.06%	37.38K	282.62K	751	+2.05%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.05%	31.12K	235.29K	17.12K	+122.31%
Sep 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.05%	30.64K	231.6K	5.78K	+23.27%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.04%	28.96K	218.95K	-12.5K	-30.14%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.04%	27.2K	205.6K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	26.67K	201.6K	0	0
Sep 30, 2025	RANGE FINANCIAL GROUP LLC	0.04%	26.3K	198.81K	-4.6K	-14.88%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	22.57K	170.63K	473	+2.14%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0.03%	22.27K	168.38M	11.89K	+114.48%
Sep 30, 2025	ARIZONA STATE RETIREMENT SYSTEM	0.03%	19.51K	147.52K	464	+2.44%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	19.34K	146.23K	4.44K	+29.77%
Sep 30, 2025	180 WEALTH ADVISORS, LLC	0.03%	19.09K	144.31K	3.07K	+19.17%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	18.37K	138.86K	-1.82K	-9.01%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.03%	17.43K	131.79K	17.43K	+100.00%
Sep 30, 2025	KLP KAPITALFORVALTNING AS	0.03%	16.65K	125.87K	0	0
Sep 30, 2025	CONTINUUM ADVISORY, LLC	0.02%	15.89K	120.12K	0	0
Sep 30, 2025	SEI INVESTMENTS CO	0.02%	14.76K	111.61K	0	0
Sep 30, 2025	WINTON GROUP LTD	0.02%	14.6K	110.38K	14.6K	+100.00%
Sep 30, 2025	NEW AGE ALPHA ADVISORS, LLC	0.02%	13.74K	103.87K	0	0
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	2.3%	1.52M	11.52M	1.43M	+1,606.96%
Jun 30, 2025	INVESCO LTD.	3.42%	2.27M	17.79M	-93.46K	-3.95%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	2.16%	1.43M	11.22M	135.32K	+10.45%
Jun 30, 2025	STATE STREET CORP	2.04%	1.35M	10.6M	230.93K	+20.61%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.04%	691.2K	5.42M	-45.5K	-6.18%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	1.04%	689.25K	5.4M	40.94K	+6.32%
Jun 30, 2025	NORTHERN TRUST CORP	0.88%	581.19K	4.56M	1.9K	+0.33%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.29%	194.01K	1.52M	57.37K	+41.98%
Jun 30, 2025		0.23%	151.63K	1.19M	16.31K	+12.05%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.21%	139.55K	1.09M	3.19K	+2.34%
Jun 30, 2025	AXS INVESTMENTS LLC	0.2%	133.58K	1.05M	133.58K	+100.00%
Jun 30, 2025	BARCLAYS PLC	0.2%	130.55K	1.02M	-200.06K	-60.51%
Jun 30, 2025	RHUMBLINE ADVISERS	0.16%	104.92K	822.59K	18.06K	+20.79%
Jun 30, 2025	DEUTSCHE BANK AG\	0.06%	36.63K	287.2K	-8.93K	-19.60%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.05%	36.02K	282.41K	36.02K	+100.00%
Jun 30, 2025	SIMPLEX TRADING, LLC	0.05%	35.53K	278K	-5.38K	-13.14%
Jun 30, 2025	UBS GROUP AG	0.86%	571.41K	4.48M	-256.63K	-30.99%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.09%	62.36K	488.88K	30.77K	+97.39%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.83%	549.84K	4.31M	44.78K	+8.87%
Jun 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.68%	453.85K	3.56M	-42.45K	-8.55%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.51%	336.8K	2.64M	147.49K	+77.91%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.15%	99.25K	778.14K	34.71K	+53.77%
Jun 30, 2025	NEBULA RESEARCH & DEVELOPMENT LLC	0.15%	97.68K	765.84K	11.22K	+12.98%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.13%	89.25K	699.69K	89.25K	+100.00%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.1%	65.18K	512K	5.98K	+10.10%
Jun 30, 2025	LPL FINANCIAL LLC	0.1%	64.39K	504.82K	46.94K	+268.89%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.1%	63.66K	499.11K	4.09K	+6.86%
Jun 30, 2025	JPMORGAN CHASE & CO	0.05%	32.43K	254.26K	1.23K	+3.96%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.92%	612.7K	4.8M	-352.84K	-36.54%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.47%	310.26K	2.43M	239.3K	+337.23%
Jun 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.31%	205.85K	1.61M	205.85K	+100.00%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.23%	152.06K	1.19M	118.81K	+357.38%
Jun 30, 2025	SWISS NATIONAL BANK	0.19%	124.7K	977.66K	7K	+5.95%
Jun 30, 2025	JUPITER ASSET MANAGEMENT LTD	0.18%	122.33K	959.05K	-764.41K	-86.20%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.1%	65.71K	515.18K	6.81K	+11.55%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.09%	62.42K	489.37K	5.39K	+9.45%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.25%	168.69K	1.32M	19.59K	+13.14%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.24%	157.44K	1.23M	157.44K	+100.00%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.12%	81.61K	640K	0	0
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.09%	61.18K	479.61K	61.18K	+100.00%
Jun 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.06%	41.46K	325.01K	5.75K	+16.09%
Jun 30, 2025	MARSHALL WACE, LLP	0.06%	37.12K	291.03K	37.12K	+100.00%
Jun 30, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.05%	35K	274.4K	10K	+40.00%
Jun 30, 2025	BLACKROCK, INC.	9.98%	6.61M	51.86M	19.74K	+0.30%
Jun 30, 2025	VANGUARD GROUP INC	5.55%	3.68M	28.83M	243.42K	+7.09%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.38%	1.58M	12.37M	70.15K	+4.66%
Jun 30, 2025	MORGAN STANLEY	0.55%	363.57K	2.85B	-149.08K	-29.08%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.32%	215.25K	1.69B	-153.22K	-41.58%
Jun 30, 2025	CITADEL ADVISORS LLC	0.09%	59.8K	468.83M	13.1K	+28.05%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.09%	62.26K	488.14M	18.2K	+41.30%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.08%	51.14K	400.95M	0	0
Jun 30, 2025	NUVEEN, LLC	0.23%	151.63K	1.19M	16.31K	+12.05%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	44.2K	346.54K	22.95K	+107.97%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	1.48%	983.8K	7.71M	-193.6K	-16.44%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	1.45%	964.66K	7.56M	553.5K	+134.62%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	133.7K	1.05M	-64K	-32.37%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	1.88%	1.18M	9.29M	617.1K	+110.14%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	2.07%	1.3M	10.22M	780.23K	+151.49%
Mar 31, 2025	VANGUARD GROUP INC	5.48%	3.43M	27.09M	239.58K	+7.50%
Mar 31, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.08%	51.14K	403.5K	0	0
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	3.11%	1.95M	15.38M	492.13K	+33.77%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.18%	736.7K	5.81M	14.7K	+2.04%
Mar 31, 2025	UBS GROUP AG	1.32%	828.04K	6.53M	-272.67K	-24.77%
Mar 31, 2025	BLACKROCK, INC.	10.53%	6.6M	52.04M	1.03M	+18.54%
Mar 31, 2025	INVESCO LTD.	3.77%	2.36M	18.65M	38.35K	+1.65%
Mar 31, 2025	CITIGROUP INC	0.07%	45.82K	361.55K	149	+0.33%
Mar 31, 2025	JUPITER ASSET MANAGEMENT LTD	1.42%	886.74K	7M	886.74K	+100.00%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.07%	44.06K	347.66K	0	0
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.41%	1.51M	11.89M	155.25K	+11.49%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.09%	57.03K	449.97K	9.52K	+20.03%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.09%	58.91K	464.77K	-2.15K	-3.51%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.1%	59.58K	470.05K	4.72K	+8.61%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.24%	149.09K	1.18M	16.44K	+12.39%
Mar 31, 2025	BARCLAYS PLC	0.53%	330.62K	2.61M	118.18K	+55.63%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.66%	411.16K	3.24M	411.16K	+100.00%
Mar 31, 2025	SEGALL BRYANT & HAMILL, LLC	0.79%	496.3K	3.92M	-4.01K	-0.80%
Mar 31, 2025	SWISS NATIONAL BANK	0.19%	117.7K	928.66K	9.9K	+9.18%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.81%	505.06K	3.98M	31.38K	+6.63%
Mar 31, 2025	MORGAN STANLEY	0.82%	512.65K	4.04M	10.49K	+2.09%
Mar 31, 2025	NORTHERN TRUST CORP	0.92%	579.29K	4.57M	7.19K	+1.26%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.09%	59.2K	468K	4.37K	+7.97%
Mar 31, 2025	DEUTSCHE BANK AG\	0.07%	45.56K	359.49K	-759	-1.64%
Mar 31, 2025	CITADEL ADVISORS LLC	0.07%	46.7K	368.46K	-34.1K	-42.20%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.1%	64.55K	509.26K	-8.16K	-11.22%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.11%	70.96K	559.87K	26.8K	+60.70%
Mar 31, 2025	RHUMBLINE ADVISERS	0.14%	86.86K	685.34K	2.26K	+2.67%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.13%	81.61K	644K	-1.85K	-2.22%
Mar 31, 2025	PL CAPITAL ADVISORS, LLC	0.16%	100K	789K	-300K	-75.00%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.16%	101.82K	803.38K	101.82K	+100.00%
Mar 31, 2025	NEBULA RESEARCH & DEVELOPMENT LLC	0.14%	86.46K	682.17K	43.33K	+100.46%
Mar 31, 2025		0.08%	48.59K	383.39K	0	0
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.22%	136.36K	1.08M	23.75K	+21.09%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.22%	136.65K	1.08M	9.56K	+7.52%
Mar 31, 2025	FREESTONE GROVE PARTNERS LP	0.27%	171.46K	1.35M	98.92K	+136.37%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.3%	189.31K	1.49M	172.64K	+1,035.50%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.32%	197.7K	1.56M	-213.5K	-51.92%
Mar 31, 2025	NOMURA HOLDINGS INC	0.48%	300K	2.37M	0	0
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.59%	368.47K	2.91M	31.41K	+9.32%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	1.03%	648.31K	5.12M	6.92K	+1.08%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	1.54%	965.54K	7.62M	45.78K	+4.98%
Mar 31, 2025	STATE STREET CORP	1.79%	1.12M	8.84M	76.86K	+7.36%
Mar 31, 2025	FIRETHORN WEALTH PARTNERS, LLC	0.11%	67.19K	530.09K	5.72K	+9.30%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.04%	17K	165K	17K	+100.00%
Mar 31, 2024	SIMPLEX TRADING, LLC	0.04%	18.23K	176K	-38.6K	-67.92%
Mar 31, 2024	RANGE FINANCIAL GROUP LLC	0.04%	18.56K	179.69K	18.56K	+100.00%
Mar 31, 2024	FOX RUN MANAGEMENT, L.L.C.	0.04%	18.89K	182.87K	18.89K	+100.00%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.05%	20.29K	196.38K	0	0
Mar 31, 2024	GROUP ONE TRADING, L.P.	0.05%	20.84K	201.71K	-6.8K	-24.60%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.05%	22.28K	216K	368	+1.68%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	22.33K	216.12K	0	0
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.05%	24.1K	233.27K	1.74K	+7.78%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.06%	24.25K	253.67K	0	0
Mar 31, 2024	STRAIGHT PATH WEALTH MANAGEMENT	0.06%	25K	242K	0	0
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.06%	25.39K	245.73K	-5	-0.02%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.07%	30.3K	293.29K	30.3K	+100.00%
Mar 31, 2024	STATE OF WYOMING	0.07%	31.9K	308.83K	4.45K	+16.21%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.08%	33.84K	327.55M	482	+1.45%
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0.08%	33.91K	328.21K	-31K	-47.76%
Mar 31, 2024	FIRETHORN WEALTH PARTNERS, LLC	0.08%	36.37K	352.1K	7.3K	+25.11%
Mar 31, 2024	PEAK6 INVESTMENTS LLC	0.05%	21.41K	207.29K	2.46K	+12.99%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	1.86%	817.95K	7.92M	6.05K	+0.75%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.47%	1.09M	10.55M	74.63K	+7.35%
Mar 31, 2024	VANGUARD GROUP INC	5.65%	2.49M	24.12M	96.12K	+4.01%
Mar 31, 2024	BLACKROCK INC.	11.42%	5.03M	48.73M	368.65K	+7.90%
Mar 31, 2024	CETERA ADVISORS LLC	0.12%	58.31K	564.44K	2.55K	+4.57%
Mar 31, 2024	CREDIT SUISSE AG/	0.13%	56.9K	550.75K	6.94K	+13.89%
Mar 31, 2024	CLEARALPHA TECHNOLOGIES LP	0.13%	65.1K	630.16K	-9.34K	-12.55%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.14%	66.52K	643.95K	-74.42K	-52.80%
Mar 31, 2024	ALGERT GLOBAL LLC	0.15%	72.52K	702K	48.26K	+198.93%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.15%	73.26K	709.13K	260	+0.36%
Mar 31, 2024	INVESCO LTD.	0.16%	71.23K	689.46K	-7.56K	-9.59%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.16%	78.71K	761.94K	60.66K	+335.91%
Mar 31, 2024	PENSERRA CAPITAL MANAGEMENT LLC	0.17%	83.42K	807K	10.37K	+14.19%
Mar 31, 2024	RHUMBLINE ADVISERS	0.18%	77.48K	749.95K	3.8K	+5.15%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.18%	80.83K	782K	0	0
Mar 31, 2024	ALPINE WOODS CAPITAL INVESTORS, LLC	0.2%	95.5K	816.53K	95.5K	+100.00%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.21%	101.64K	984K	11.01K	+12.15%
Mar 31, 2024	CAMPBELL & CO INVESTMENT ADVISER LLC	0.21%	102.67K	993.82K	3.42K	+3.44%
Mar 31, 2024	GRAHAM CAPITAL MANAGEMENT, L.P.	0.26%	124.46K	1.2M	94.66K	+317.64%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.28%	123.15K	1.19M	-253.34K	-67.29%
Mar 31, 2024	CASTLEKNIGHT MANAGEMENT LP	0.47%	227.9K	2.21M	-82.7K	-26.63%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.51%	226.11K	2.19M	-185.2K	-45.03%
Mar 31, 2024	MORGAN STANLEY	0.97%	425.49K	4.12M	-30.86K	-6.76%
Mar 31, 2024	CITADEL ADVISORS LLC	0.89%	393.9K	3.81M	-165.21K	-29.55%
Mar 31, 2024	JANE STREET GROUP, LLC	0.1%	44.4K	429.74K	-20.18K	-31.25%
Mar 31, 2024	GTS SECURITIES LLC	0.1%	50.3K	486.9K	-32.38K	-39.16%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.11%	48.15K	466.04K	12.88K	+36.52%
Mar 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.11%	48.48K	469.25K	1.36K	+2.89%
Mar 31, 2024	WALLEYE TRADING LLC	0.11%	49K	474.32K	32.5K	+196.97%
Mar 31, 2024	SWISS NATIONAL BANK	0.22%	95.6K	925.42K	7.8K	+8.88%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	1.6%	705K	6.82M	521K	+283.15%
Mar 31, 2024	STATE STREET CORP	2.22%	976.93K	9.46M	-12.16K	-1.23%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	97.5K	943.8K	-212.9K	-68.59%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.23%	113.11K	1.1M	-23.29K	-17.08%
Mar 31, 2024	UBS GROUP AG	0.31%	136.01K	1.32M	-87.03K	-39.02%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.32%	139.24K	1.35M	-5.14K	-3.56%
Mar 31, 2024	JPMORGAN CHASE & CO	0.36%	157.14K	1.52M	48.63K	+44.81%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.38%	167.03K	1.62M	27.83K	+19.99%
Mar 31, 2024	PL CAPITAL ADVISORS, LLC	0.41%	200K	1.94M	167.4K	+513.50%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.46%	203.38K	1.97M	-99.22K	-32.79%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.76%	333.43K	3.23M	195.99K	+142.60%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.86%	381.01K	3.69M	14.96K	+4.09%
Mar 31, 2024	NORTHERN TRUST CORP	1%	442.44K	4.28M	14.88K	+3.48%
Mar 31, 2024	JUPITER ASSET MANAGEMENT LTD	1.11%	536.91K	5.2M	-443.49K	-45.24%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	2.26%	998.01K	9.66M	237.41K	+31.21%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.12%	51.22K	495.78K	18.51K	+56.59%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0%	1.02M	9M	118.57K	+13.22%
Dec 31, 2023	BLACKROCK INC.	0.01%	4.67M	41.33M	-2.73M	-36.91%
Dec 31, 2023	CETERA ADVISORS LLC	0%	55.76K	494.03K	17.23K	+44.73%
Dec 31, 2023	SIMPLEX TRADING, LLC	0%	56.83K	503K	40.62K	+250.70%
Dec 31, 2023	ENGINEERS GATE MANAGER LP	0%	63.5K	562.58K	27.8K	+77.86%
Dec 31, 2023	JANE STREET GROUP, LLC	0%	64.57K	572.12K	64.57K	+100.00%
Dec 31, 2023	NISA INVESTMENT ADVISORS, LLC	0%	64.91K	575.07K	22.79K	+54.11%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0%	73K	646.75K	-45K	-38.14%
Dec 31, 2023	PENSERRA CAPITAL MANAGEMENT LLC	0%	73.06K	647K	26.75K	+57.76%
Dec 31, 2023	RHUMBLINE ADVISERS	0%	73.68K	652.79K	-66.22K	-47.33%
Dec 31, 2023	INVESCO LTD.	0%	78.78K	698.02K	-22.79K	-22.44%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0%	80.83K	717K	-97.29K	-54.62%
Dec 31, 2023		0%	55.53K	492K	3.05K	+5.80%
Dec 31, 2023	SWISS NATIONAL BANK	0%	87.8K	777.92K	-3.8K	-4.15%
Dec 31, 2023	GSA CAPITAL PARTNERS LLP	0%	90.63K	803K	90.63K	+100.00%
Dec 31, 2023	CAMPBELL & CO INVESTMENT ADVISER LLC	0%	99.25K	879.35K	39.5K	+66.10%
Dec 31, 2023	CENTIVA CAPITAL, LP	0%	100K	886K	0	0
Dec 31, 2023	BARCLAYS PLC	0%	107.6K	954K	87.49K	+435.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	108.51K	961.43K	26.72K	+32.66%
Dec 31, 2023	NORGES BANK	0%	114.1K	1.01M	114.1K	+100.00%
Dec 31, 2023	SCHONFELD STRATEGIC ADVISORS LLC	0%	118.3K	1.05M	118.3K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0%	124.35K	1.1M	60.54K	+94.88%
Dec 31, 2023	WOLVERINE TRADING, LLC	0%	135.8K	1.2M	-8.8K	-6.09%
Dec 31, 2023	LSV ASSET MANAGEMENT	0%	136.4K	1.21M	-5.1K	-3.60%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0%	137.44K	1.22M	126.48K	+1,154.24%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0%	139.2K	1.23M	15.95K	+12.94%
Dec 31, 2023	SQUAREPOINT OPS LLC	0%	140.94K	1.25M	130.11K	+1,201.26%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0%	144.38K	1.28M	-169.95K	-54.07%
Dec 31, 2023	CITADEL ADVISORS LLC	0%	154.22K	1.37M	-124.58K	-44.69%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0%	184K	1.63M	184K	+100.00%
Dec 31, 2023	EXODUSPOINT CAPITAL MANAGEMENT, LP	0%	193.88K	1.72M	193.88K	+100.00%
Dec 31, 2023	UBS GROUP AG	0%	223.04K	1.98M	159.17K	+249.18%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0%	302.6K	2.68M	31.71K	+11.71%
Dec 31, 2023	CASTLEKNIGHT MANAGEMENT LP	0%	310.6K	2.75M	310.6K	+100.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	366.05K	3.24M	20.29K	+5.87%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0%	376.49K	3.34M	104.44K	+38.39%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0%	411.31K	3.64M	-170.34K	-29.29%
Dec 31, 2023	NORTHERN TRUST CORP	0%	427.57K	3.79M	-35.18K	-7.60%
Dec 31, 2023	MORGAN STANLEY	0%	456.36K	4.04M	-81.75K	-15.19%
Dec 31, 2023	HRT FINANCIAL LP	0%	465.43K	4.12M	465.43K	+100.00%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0%	760.61K	6.74M	479.33K	+170.41%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0%	811.9K	7.19M	-257.75K	-24.10%
Dec 31, 2023	JUPITER ASSET MANAGEMENT LTD	0%	980.39K	8.69M	666.34K	+212.17%
Dec 31, 2023	STATE STREET CORP	0%	989.09K	9.15M	-550.79K	-35.77%
Dec 31, 2023	VANGUARD GROUP INC	0.01%	2.4M	21.23M	-1.32M	-35.56%

Insiders

Among the IVR insiders holding of 0.39% of the stake in company, KING RICHARD J., President & CEO, holds the largest shares of 114.4K. ANZALONE JOHN, CEO, is the second largest IVR insider with ownership of 83.18K shares. DAY JOHN, director, stands third with possession of 65.11K shares of that stake.

Insiders	Designation	Shares Held
KING RICHARD J.	President & CEO	114.4K
ANZALONE JOHN	CEO	83.18K
DAY JOHN	director	65.11K
LYLE DAVID B	Chief Operating Officer	35.38K
HARDIN EDWARD J	director	35.36K
COLLINS KEVIN M	President	35K
PHEGLEY RICHARD LEE JR.	Chief Financial Officer	28.32K
NORRIS BRIAN	CIO	26.26K
MARSHALL JASON	Chief Investment Officer	24.21K
KUSTER ROBSON	Chief Operating Officer	21.3K
CLEMENTE MARIO		15K
LIENTZ JAMES R JR	director	11.8K
ZAYICEK BETH	director	3.24K
GREGSON MARK WILLIAM	Chief Financial Officer	1.75K
WALDNER ROBERT	director	1K
LOCKHART DENNIS P	director	0
FLESHMAN ROBERT L	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 05, 2026	GREGSON MARK WILLIAM	PURCHASE	8.03	1.75K	14.04K	1.75K
Feb 27, 2026	WALDNER ROBERT	PURCHASE	8.45	1K	8.45K	1K
Nov 10, 2025	FLESHMAN ROBERT L	SALE	24.72	2K	49.44K	0
Dec 09, 2022	LIENTZ JAMES R JR	SALE	12.86	1.63K	20.96K	11.8K
May 10, 2022	ANZALONE JOHN	PURCHASE	1.65	15K	24.75K	83.18K
May 09, 2022	PHEGLEY RICHARD LEE JR.	PURCHASE	1.67	12.09K	20.19K	28.32K
May 09, 2022	COLLINS KEVIN M	PURCHASE	1.67	7.18K	11.99K	35K
Dec 09, 2021	ZAYICEK BETH	PURCHASE	3.12	3.24K	10.1K	3.24K
Dec 01, 2021	COLLINS KEVIN M	PURCHASE	2.96	9K	26.64K	27.82K
Nov 10, 2021	LYLE DAVID B	PURCHASE	3.22	3K	9.66K	35.38K
Aug 17, 2021	DAY JOHN	SALE	3.11	21.42K	66.61K	65.11K
Dec 07, 2020	LIENTZ JAMES R JR	SALE	3.42	10.89K	37.24K	43.93K
Nov 17, 2020	LOCKHART DENNIS P	SALE	3.30	1.37K	4.52K	0
Feb 28, 2020	PHEGLEY RICHARD LEE JR.	PURCHASE	16.03	1.6K	25.65K	14.78K
Feb 28, 2020	NORRIS BRIAN	PURCHASE	15.91	4K	63.66K	26.26K
Feb 27, 2020	LYLE DAVID B	PURCHASE	16.82	5K	84.08K	29.5K
Aug 21, 2019	HARDIN EDWARD J	PURCHASE	15.72	2.5K	39.31K	35.36K
Aug 16, 2019	CLEMENTE MARIO	PURCHASE	15.71	2K	31.41K	15K
May 13, 2019	NORRIS BRIAN	PURCHASE	16.01	2K	32.02K	20.47K
May 13, 2019	DAY JOHN	SALE	16.01	12.17K	194.83K	29.65K
May 13, 2019	COLLINS KEVIN M	PURCHASE	16.05	3K	48.14K	17.06K
May 13, 2019	LYLE DAVID B	PURCHASE	16.04	7.23K	116.02K	24.5K
Apr 26, 2019	PHEGLEY RICHARD LEE JR.	PURCHASE	16.33	72	1.18K	12.12K
Apr 26, 2019	NORRIS BRIAN	PURCHASE	16.23	19	302.85	692
Apr 24, 2019	PHEGLEY RICHARD LEE JR.	PURCHASE	16.40	252	4.13K	12.05K
Nov 30, 2018	NORRIS BRIAN	PURCHASE	15.59	3.6K	56.12K	17.14K
Feb 28, 2018	PHEGLEY RICHARD LEE JR.	PURCHASE	15.49	1.75K	27.11K	10.62K
Feb 27, 2018	LOCKHART DENNIS P	PURCHASE	16.00	1.75K	28K	1.75K
Feb 23, 2018	MARSHALL JASON	PURCHASE	16.11	1.5K	24.17K	24.21K
Nov 09, 2017	LYLE DAVID B	PURCHASE	16.97	2K	33.94K	17.27K
May 09, 2017	LYLE DAVID B	PURCHASE	15.56	1.6K	24.9K	15.27K
May 09, 2017	MARSHALL JASON	PURCHASE	15.62	1.5K	23.43K	22.71K
May 09, 2017	ANZALONE JOHN	PURCHASE	15.54	2K	31.08K	62.11K
Mar 08, 2017	LYLE DAVID B	PURCHASE	15.00	4.6K	69K	13.67K
Mar 02, 2017	COLLINS KEVIN M	PURCHASE	15.33	5.9K	90.45K	14.06K
Mar 02, 2017	MARSHALL JASON	PURCHASE	15.50	5.7K	88.35K	21.21K
Dec 14, 2016	PHEGLEY RICHARD LEE JR.	PURCHASE	14.93	1.35K	20.16K	9.71K
Dec 14, 2016	ANZALONE JOHN	PURCHASE	15.07	3K	45.21K	60.11K
Aug 26, 2016	ANZALONE JOHN	PURCHASE	15.38	3K	46.14K	57.11K
Aug 26, 2016	PHEGLEY RICHARD LEE JR.	PURCHASE	15.38	1.35K	20.76K	7.01K
Aug 26, 2016	KING RICHARD J.	PURCHASE	15.38	5K	76.9K	114.4K
Aug 26, 2016	KUSTER ROBSON	PURCHASE	15.38	1.3K	19.99K	21.3K
May 17, 2016	ANZALONE JOHN	PURCHASE	14.18	4K	56.72K	54.11K
Mar 14, 2016	KING RICHARD J.	PURCHASE	12.19	2K	24.38K	109.4K
Mar 08, 2016	KING RICHARD J.	PURCHASE	12.16	3K	36.48K	107.4K
Nov 11, 2015	PHEGLEY RICHARD LEE JR.	PURCHASE	12.95	1.85K	24K	5.66K
Sep 14, 2015	KING RICHARD J.	PURCHASE	13.42	1.45K	19.46K	104.4K
Aug 20, 2015	KING RICHARD J.	PURCHASE	13.83	3.6K	49.79K	102.95K
Aug 20, 2015	ANZALONE JOHN	PURCHASE	13.83	1.2K	16.6K	42.36K
May 13, 2015	KING RICHARD J.	PURCHASE	15.91	3K	47.73K	99.35K
Mar 09, 2015	PHEGLEY RICHARD LEE JR.	PURCHASE	15.68	1.3K	20.38K	3.81K
Mar 06, 2015	KING RICHARD J.	PURCHASE	15.62	5K	78.1K	96.35K
Mar 06, 2015	KUSTER ROBSON	PURCHASE	15.67	186	2.91K	7.46K
Mar 05, 2015	KING RICHARD J.	PURCHASE	15.99	1.3K	20.79K	91.35K
Feb 27, 2015	ANZALONE JOHN	PURCHASE	15.98	5K	79.9K	41.16K
Feb 26, 2015	KING RICHARD J.	PURCHASE	15.97	4.3K	68.67K	90.05K
Dec 10, 2014	KUSTER ROBSON	PURCHASE	16.00	625	10K	7.28K
Dec 10, 2014	KING RICHARD J.	PURCHASE	15.86	3K	47.58K	85.75K
Nov 18, 2014	DAY JOHN	PURCHASE	24.48	980	23.99K	5.3K
Nov 17, 2014	DAY JOHN	PURCHASE	24.32	1K	24.32K	4.32K
Nov 14, 2014	DAY JOHN	PURCHASE	24.32	3.32K	80.74K	3.32K
Nov 11, 2014	KING RICHARD J.	PURCHASE	16.16	227	3.67K	77.98K
Nov 07, 2014	PHEGLEY RICHARD LEE JR.	PURCHASE	16.15	1.8K	29.07K	2.51K
Nov 07, 2014	KUSTER ROBSON	PURCHASE	16.08	380	6.11K	6.65K
Nov 07, 2014	ANZALONE JOHN	PURCHASE	16.08	1K	16.08K	36.16K
Sep 12, 2014	KING RICHARD J.	PURCHASE	17.21	3.05K	52.49K	77.75K
Aug 08, 2014	DAY JOHN	PURCHASE	24.50	708	17.35K	7.07K
Aug 07, 2014	DAY JOHN	PURCHASE	24.50	355	8.7K	6.36K
Aug 06, 2014	DAY JOHN	PURCHASE	24.36	7	170.52	6.01K
Jun 04, 2014	KING RICHARD J.	PURCHASE	17.54	2.66K	46.6K	74.7K
May 29, 2014	KUSTER ROBSON	PURCHASE	17.70	4.49K	79.38K	6.27K
May 22, 2014	KUSTER ROBSON	PURCHASE	17.27	1.61K	27.72K	1.79K
May 19, 2014	PHEGLEY RICHARD LEE JR.	PURCHASE	17.04	710	12.1K	710
May 14, 2014	ANZALONE JOHN	PURCHASE	16.82	4K	67.3K	35.16K
May 08, 2014	KUSTER ROBSON	PURCHASE	16.98	2.62K	44.56K	17.63K
May 08, 2014	KING RICHARD J.	PURCHASE	16.99	5.5K	93.45K	74.67K
Mar 07, 2014	ANZALONE JOHN	PURCHASE	16.74	4K	66.96K	31.16K
Mar 07, 2014	KING RICHARD J.	PURCHASE	16.74	5K	83.7K	66.55K
Feb 28, 2014	ANZALONE JOHN	PURCHASE	16.81	1K	16.81K	27.16K
Dec 06, 2013	KING RICHARD J.	PURCHASE	14.44	5K	72.2K	61.55K
Aug 05, 2013	KING RICHARD J.	PURCHASE	15.42	5K	77.08K	55.05K
May 22, 2013	ANZALONE JOHN	PURCHASE	19.61	2.1K	41.19K	26.16K
May 16, 2013	KING RICHARD J.	PURCHASE	19.92	5K	99.58K	50.05K
Mar 07, 2013	KING RICHARD J.	PURCHASE	20.53	3.6K	73.91K	43.65K
Nov 14, 2012	KING RICHARD J.	PURCHASE	18.38	2.5K	45.95K	40.05K
Nov 09, 2012	ANZALONE JOHN	PURCHASE	20.03	950	19.03K	24.06K
Aug 21, 2012	DAY JOHN	PURCHASE	24.95	6K	149.7K	6K
Aug 06, 2012	KUSTER ROBSON	PURCHASE	19.25	1.13K	21.81K	15K
May 18, 2012	KUSTER ROBSON	PURCHASE	17.68	500	8.84K	13.87K
May 17, 2012	ANZALONE JOHN	PURCHASE	17.66	1.5K	26.49K	23.11K
May 16, 2012	KING RICHARD J.	PURCHASE	18.17	1K	18.17K	37.55K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE2.75K2

SALES00

NET SHARES2.75K2

SHARES HELD2.75K2

% NET SHARES0%0%

Frequently Asked Questions