How many institutions own LAZ 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 LAZ shares is 394, representing 92.38% of the company's common stock.

Who are the major shareholders selling Lazard Ltd stock?

CITIGROUP INC, in the last quarter, reduced its stake in LAZ by -8.13% restricting it's holding to 329.09 thousand shares of worth nearly $15.98M. CHARLES SCHWAB INVESTMENT MANAGEMENT INC also lessened -0.39% of the LAZ shares from its portfolio, reducing its holding to 1.05 million shares of worth $50.90M. PEAK6 LLC also shunned LAZ shares holding by -4.27% last quarter which brought its holding to 159.1 thousand shares worth $7.73M.

Investors who are buying LAZ stock?

As per its latest 13F filing, WOODLINE PARTNERS LP increased its stake in LAZ by 100% in the last quarter. The institutional holder raised its holding to 314.53 thousand shares having worth more than $15.27M. AMICA MUTUAL INSURANCE CO also added 60.9% more shares of LAZ to its portfolio, raising its holding to 189.9 thousand shares of worth $9.22M. CRESTWOOD ADVISORS GROUP LLC also increased its LAZ shares holding by 7.19% which brought its holding to 196.85 thousand shares worth $9.56M.

LAZ's major insiders: who are they?

The insider with the most stakes in LAZ is GOLDMAN SACHS GROUP INC/ , 10 percent owner at the company. Additionally, LAZ stock is highly held by Executive Chairman JACOBS KENNETH M and CEO of Lazard Asset Management BHUTANI ASHISH among others.

Did an insider recently sell LAZ stock?

Company executives, directors, and other insiders own 2.61% percent of Lazard Ltd's stock. Within the last six months, there have been 3 transaction(s) in which LAZ insiders have sold stock, totaling 13.83K shares. Insiders that have sold shares include HOGBIN CHRISTOPHER, ORSZAG PETER RICHARD, and RUSSO EVAN L.

Which insider recently purchased LAZ stock?

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

How much of LAZ does insiders own?

Around 238.54K Lazard Ltd shares are held by insiders, which represents about 2.61% of LAZ stock.

Who is the insider with the largest stake?

LAZ 10 percent owner, GOLDMAN SACHS GROUP INC/ holds the largest portfolio of the company's shares. LAZ shares owned by GOLDMAN total nearly 4.77 million.

Which institution holds the most shares in LAZ?

WOODLINE PARTNERS LP is the largest institutional owner in LAZ which holds 314.53 thousand shares worth $15.27M or 0.32% of the total LAZ shares outstanding followed by CITIGROUP INC with ownership of 329.09 thousand shares representing 0.33% of the LAZ ownership. AMICA MUTUAL INSURANCE CO is the third largest stakeholder with 189.9 thousand shares or 0.19% of the ownership worth more than $9.22M.

Is Lazard Ltd 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 LAZ is concerned, it is a stock which is optionable.

Is there a short position on LAZ's shares?

Number of LAZ shares short is 4.14M. 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 LAZ shares are there?

As of today, 94.36M shares of LAZ are outstanding.

Is there many float in LAZ 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, LAZ has 92.45M shares in float.

LAZ 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 LAZ is 3.91.

Lazard (LAZ) 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 Shares4.39

Short Percent Of Float4.5

Shares Outstanding94.36M

Shares Float92.45M

Shares Short4.14M

Short Ratio3.91

4.5%

Short % of Float

4.39%

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

2.61% Percentage of Shares held by All Insiders

92.38% Percentage of Shares held by All Institutions

94.86% Percentage of Float held by Institutions

394

Number of Institutions Holding Shares

Institutional Ownership

About 92.38% of LAZ shares are held by financial institutions. WOODLINE PARTNERS LP is the top corporate investor, holding 314.53K shares valued at $15.27M. A 0.32% stake in Lazard Ltd is owned by the company. CITIGROUP INC owns 329.09K shares valued at $15.98M, which translates its holding of 0.33% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	WOODLINE PARTNERS LP	0.32%	314.53K	15.27M	314.53K	+100.00%
Dec 31, 2025	CITIGROUP INC	0.33%	329.09K	15.98M	-29.13K	-8.13%
Dec 31, 2025	AMICA MUTUAL INSURANCE CO	0.19%	189.9K	9.22M	71.88K	+60.90%
Dec 31, 2025	CRESTWOOD ADVISORS GROUP LLC	0.2%	196.85K	9.56M	13.2K	+7.19%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.06%	1.05M	50.9M	-4.11K	-0.39%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	1.98%	1.93M	93.69M	39.9K	+2.11%
Dec 31, 2025	JPMORGAN CHASE & CO	0.15%	144.85K	7.03M	15.68K	+12.14%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.16%	155K	7.53M	22.5K	+16.98%
Dec 31, 2025	PEAK6 LLC	0.16%	159.1K	7.73M	-7.1K	-4.27%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.2%	197.13K	9.57M	197.13K	+100.00%
Dec 31, 2025	WALLEYE CAPITAL LLC	0.26%	257.31K	12.5M	-112.66K	-30.45%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.35%	336.59K	16.34M	260	+0.08%
Dec 31, 2025	ROYAL BANK OF CANADA	0.55%	534.06K	25.93M	-274.79K	-33.97%
Dec 31, 2025	NORGES BANK	1.67%	1.65M	80.17M	1.65M	+100.00%
Dec 31, 2025	UBS GROUP AG	0.34%	332.33K	16.14M	126.77K	+61.67%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.36%	349.34K	16.96M	-56.49K	-13.92%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.36%	350.82K	17.04M	225.45K	+179.82%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.37%	362.3K	17.59M	11.04K	+3.14%
Dec 31, 2025	CRAWFORD INVESTMENT COUNSEL INC	0.37%	362.74K	17.61M	1.41K	+0.39%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.51%	501.75K	24.37M	-112.1K	-18.26%
Dec 31, 2025	NORTHERN TRUST CORP	0.58%	572.18K	27.79M	-20.13K	-3.40%
Dec 31, 2025	INVESCO LTD.	1.18%	1.15M	55.66M	12.01K	+1.06%
Dec 31, 2025	JANUS HENDERSON GROUP PLC	1.4%	1.38M	67.15M	23.28K	+1.71%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	1.52%	1.48M	71.88M	-108.07K	-6.80%
Dec 31, 2025	EPOCH INVESTMENT PARTNERS, INC.	1.58%	1.56M	75.91M	-47.4K	-2.94%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.77%	1.73M	83.84M	106.13K	+6.55%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.85%	1.83M	88.89M	-53.37K	-2.83%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	9.04%	8.81M	427.69M	1.05M	+13.50%
Dec 31, 2025	FMR LLC	11.37%	11.26M	546.76M	580.86K	+5.44%
Dec 31, 2025	BARCLAYS PLC	0.08%	80.48K	3.91M	51.64K	+179.08%
Dec 31, 2025	ALPS ADVISORS INC	0.09%	84.36K	4.1M	-5.53K	-6.16%
Dec 31, 2025	RHUMBLINE ADVISERS	0.09%	88.16K	4.28M	-18.32K	-17.21%
Dec 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	2.48%	2.46M	119.3M	221.21K	+9.90%
Dec 31, 2025	ARIEL INVESTMENTS, LLC	5.35%	5.3M	257.21M	50.93K	+0.97%
Dec 31, 2025	BLACKROCK, INC.	7.62%	7.43M	360.62M	102.04K	+1.39%
Dec 31, 2025	VANGUARD GROUP INC	11.44%	11.15M	541.42M	-31.17K	-0.28%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.27%	259.13K	12.58M	31.2K	+13.69%
Dec 31, 2025	SWEDBANK AB	0.21%	207K	10.05M	0	0
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.21%	208.2K	10.11M	137.24K	+193.41%
Dec 31, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.22%	218.41K	10.61M	0	0
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.23%	227.03K	11.02M	0	0
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.27%	262.75K	12.76M	-51.48K	-16.38%
Dec 31, 2025	JANE STREET GROUP, LLC	0.27%	263.25K	12.78M	27.87K	+11.84%
Dec 31, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.3%	293.88K	14.27M	104.07K	+54.83%
Dec 31, 2025	RANGER INVESTMENT MANAGEMENT, L.P.	0.59%	582K	28.26M	-2.89K	-0.49%
Dec 31, 2025	CITADEL ADVISORS LLC	0.67%	656.29K	31.87M	337.5K	+105.87%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.88%	861.18K	41.82M	-1.23K	-0.14%
Dec 31, 2025	ROYCE & ASSOCIATES LP	0.91%	896.33K	43.53M	51.19K	+6.06%
Dec 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	1.29%	1.27M	61.79M	106.64K	+9.15%
Dec 31, 2025	MORGAN STANLEY	1.59%	1.55M	75.19M	67.23K	+4.54%
Dec 31, 2025	STATE STREET CORP	1.93%	1.88M	91.43M	-123.9K	-6.17%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.42%	2.36M	114.48M	6.43K	+0.27%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.09%	92.51K	4.49M	-8.7K	-8.59%
Dec 31, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.11%	106.25K	5.16M	-7.17K	-6.32%
Dec 31, 2025	FREEMONT MANAGEMENT S.A.	0.12%	116.21K	5.64M	77.1K	+197.16%
Dec 31, 2025	CAMBIAR INVESTORS LLC	0.13%	122.97K	5.97M	14.37K	+13.24%
Dec 31, 2025	CAPITAL FUND MANAGEMENT S.A.	0.14%	134.46K	6.53M	59.21K	+78.69%
Dec 31, 2025	PENN CAPITAL MANAGEMENT COMPANY, LLC	0.26%	261.87K	12.75M	-12.94K	-4.71%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	1.78%	1.76M	85.5M	38.13K	+2.21%
Dec 31, 2025	TD ASSET MANAGEMENT INC	0.18%	178.96K	8.69M	7.75K	+4.53%
Dec 31, 2025	BUCK WEALTH STRATEGIES, LLC	0.19%	180.96K	8.79M	180.96K	+100.00%
Dec 31, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.19%	181.37K	8.81M	10.21K	+5.97%
Dec 31, 2025	SWISS NATIONAL BANK	0.19%	186K	9.03M	3.5K	+1.92%
Dec 31, 2025	BOKF, NA	0.19%	185.2K	8.99M	-35.25K	-15.99%
Dec 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.19%	185.83K	9.02M	-9.89K	-5.05%
Dec 31, 2025	ALGEBRIS (UK) LTD	0.51%	502.73K	24.42M	502.73K	+100.00%
Dec 31, 2025	FEDERATED HERMES, INC.	0.53%	518.52K	25.18M	-55.77K	-9.71%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.56%	544.63K	26.45M	125.29K	+29.88%
Dec 31, 2025	GW HENSSLER & ASSOCIATES LTD	0.29%	290.41K	14.1M	-13.93K	-4.58%
Dec 31, 2025	NUVEEN, LLC	0.31%	298.71K	14.51M	3.11K	+1.05%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	182.5K	9.63M	10.8K	+6.29%
Sep 30, 2025	MACQUARIE GROUP LTD	0.19%	183.52K	9.69M	-5K	-2.65%
Sep 30, 2025	UBS GROUP AG	0.21%	205.57K	10.85M	-83.65K	-28.92%
Sep 30, 2025	SWEDBANK AB	0.21%	207K	10.93M	0	0
Sep 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.22%	218.41K	11.53M	0	0
Sep 30, 2025	BOKF, NA	0.23%	220.44K	11.63M	8.16K	+3.84%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.23%	227.03K	11.98M	16.57K	+7.87%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	227.93K	12.03M	-77.04K	-25.26%
Sep 30, 2025	JANE STREET GROUP, LLC	0.24%	235.38K	12.42M	99.37K	+73.05%
Sep 30, 2025	CAPITAL FUND MANAGEMENT S.A.	0.08%	75.25K	3.97M	47	+0.06%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	82.18K	4.34M	-220.26K	-72.83%
Sep 30, 2025	ALPS ADVISORS INC	0.09%	89.89K	4.74M	89.89K	+100.00%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.1%	101.21K	5.34M	808	+0.80%
Sep 30, 2025	RHUMBLINE ADVISERS	0.11%	106.48K	5.62M	-246	-0.23%
Sep 30, 2025	CAMBIAR INVESTORS LLC	0.11%	108.6K	5.73M	-53.92K	-33.18%
Sep 30, 2025	AMICA MUTUAL INSURANCE CO	0.12%	118.03K	6.23M	-2.68K	-2.22%
Sep 30, 2025	JPMORGAN CHASE & CO	0.13%	129.17K	6.82M	-723	-0.56%
Sep 30, 2025	FMR LLC	10.95%	10.68M	563.62M	-586.73K	-5.21%
Sep 30, 2025	GW HENSSLER & ASSOCIATES LTD	0.31%	304.33K	16.06M	-3.54K	-1.15%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.42%	405.83K	21.42M	-82.83K	-16.95%
Sep 30, 2025	ROYCE & ASSOCIATES LP	0.87%	845.14K	44.61M	-65.04K	-7.15%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.08%	1.05M	55.54M	18.75K	+1.81%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.43%	419.33K	22.13M	108.9K	+35.08%
Sep 30, 2025	ROYAL BANK OF CANADA	0.83%	808.85K	42.69M	-127.46K	-13.61%
Sep 30, 2025	INVESCO LTD.	1.16%	1.13M	59.86M	-75.41K	-6.23%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	1.77%	1.72M	90.91M	20.59K	+1.21%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	1.94%	1.89M	99.73M	-24.96K	-1.30%
Sep 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	2.29%	2.24M	117.99M	-130.8K	-5.53%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.41%	2.35M	124.09M	-35.13K	-1.47%
Sep 30, 2025	BLACKROCK, INC.	7.51%	7.32M	386.57M	-337.3K	-4.40%
Sep 30, 2025	VANGUARD GROUP INC	11.46%	11.18M	590.12M	245.21K	+2.24%
Sep 30, 2025	CALLAHAN ADVISORS, LLC	0.06%	58.68K	3.1M	-276	-0.47%
Sep 30, 2025	LPL FINANCIAL LLC	0.06%	60.64K	3.2M	25.39K	+72.05%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.06%	60.7K	3.2M	60.7K	+100.00%
Sep 30, 2025	ICON ADVISERS INC/CO	0.06%	61.84K	1.23M	-3.76K	-5.73%
Sep 30, 2025	ILLINOIS MUNICIPAL RETIREMENT FUND	0.07%	63.35K	3.34M	-299	-0.47%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	63.84K	3.37M	6.63K	+11.59%
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.07%	64.49K	3.4M	64.49K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.07%	66.41K	3.51M	-1.59K	-2.33%
Sep 30, 2025	SEI INVESTMENTS CO	0.07%	70.48K	3.72M	6.64K	+10.40%
Sep 30, 2025	CITADEL ADVISORS LLC	0.33%	318.79K	16.83M	182.34K	+133.64%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.34%	336.33K	17.75M	47.77K	+16.56%
Sep 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.35%	344.84K	18.2M	344.84K	+100.00%
Sep 30, 2025	FEDERATED HERMES, INC.	0.59%	574.29K	30.31M	-10.63K	-1.82%
Sep 30, 2025	RANGER INVESTMENT MANAGEMENT, L.P.	0.6%	584.89K	30.87M	79.51K	+15.73%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.63%	613.85K	32.4M	-30.11K	-4.68%
Sep 30, 2025	WALLEYE CAPITAL LLC	0.38%	369.97K	19.53M	369.97K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.61%	592.32K	31.26M	-31.06K	-4.98%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.14%	138.82K	7.33M	22.86K	+19.71%
Sep 30, 2025	PEAK6 LLC	0.17%	166.2K	8.77M	166.2K	+100.00%
Sep 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.18%	171.16K	9.03M	4.74K	+2.85%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.18%	171.21K	9.04M	-10.92K	-6.00%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.18%	177.65K	9.38M	-23.73K	-11.78%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.88%	862.41K	45.52M	22.28K	+2.65%
Sep 30, 2025	MORGAN STANLEY	1.52%	1.48M	78.18M	-158.83K	-9.68%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.93%	1.88M	99.44M	192.01K	+11.35%
Sep 30, 2025	STATE STREET CORP	2.06%	2.01M	105.92M	-101.44K	-4.81%
Sep 30, 2025	ARIEL INVESTMENTS, LLC	5.38%	5.25M	276.88M	-508.11K	-8.83%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	7.96%	7.76M	409.55M	835.91K	+12.07%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	1.2%	1.17M	61.53M	123.27K	+11.82%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	1.39%	1.36M	71.75M	2.87K	+0.21%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	1.63%	1.59M	83.83M	-190.04K	-10.69%
Sep 30, 2025	EPOCH INVESTMENT PARTNERS, INC.	1.65%	1.61M	85.01M	-32.58K	-1.98%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.66%	1.62M	85.52M	101.76K	+6.70%
Sep 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.19%	183.65K	9.69M	25	+0.01%
Sep 30, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.19%	189.82K	10.02M	-5.26K	-2.70%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.2%	195.72K	10.33M	-10.08K	-4.90%
Sep 30, 2025	PENN CAPITAL MANAGEMENT COMPANY, LLC	0.28%	274.81K	14.54M	43.08K	+18.59%
Sep 30, 2025	NUVEEN, LLC	0.3%	295.6K	15.6M	102.78K	+53.30%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.32%	314.23K	16.59M	-140.06K	-30.83%
Sep 30, 2025	MACKENZIE FINANCIAL CORP	0.36%	347.56K	18.33M	317.74K	+1,065.31%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.36%	351.27K	18.54M	12.72K	+3.76%
Sep 30, 2025	CITIGROUP INC	0.37%	358.22K	18.91M	-9.63K	-2.62%
Sep 30, 2025	CRAWFORD INVESTMENT COUNSEL INC	0.37%	361.34K	19.07M	-12.4K	-3.32%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.31%	302.44K	14.51M	14.87K	+5.17%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	1.07%	1.04M	50.02M	-174.93K	-14.37%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.66%	643.96K	30.9M	-32.13K	-4.75%
Jun 30, 2025	NORTHERN TRUST CORP	0.64%	623.37K	29.91M	-88.62K	-12.45%
Jun 30, 2025	FEDERATED HERMES, INC.	0.6%	584.91K	28.06M	-61.97K	-9.58%
Jun 30, 2025	NO STREET GP LP	0.56%	550K	26.39M	-100K	-15.38%
Jun 30, 2025	RANGER INVESTMENT MANAGEMENT, L.P.	0.52%	505.39K	24.25M	153.15K	+43.48%
Jun 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	2.43%	2.37M	113.54M	-1.42M	-37.54%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	1.74%	1.7M	81.66M	-122.76K	-6.73%
Jun 30, 2025	FIL LTD	0.57%	553.64K	26.56M	169.93K	+44.29%
Jun 30, 2025	SOROS FUND MANAGEMENT LLC	0.16%	160.75K	7.71M	26.8K	+20.01%
Jun 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.14%	134.3K	6.44M	134.3K	+100.00%
Jun 30, 2025	AMICA MUTUAL INSURANCE CO	0.12%	120.71K	5.79M	39.26K	+48.21%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.11%	106.62K	5.12M	-6.2K	-5.49%
Jun 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.03%	30.64K	1.47M	30.64K	+100.00%
Jun 30, 2025	MACKENZIE FINANCIAL CORP	0.03%	29.83K	1.43M	5.89K	+24.60%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.03%	28.07K	1.35M	90	+0.32%
Jun 30, 2025	ARIZONA STATE RETIREMENT SYSTEM	0.03%	26.24K	1.26M	285	+1.10%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.03%	26.1K	1.25M	16.32K	+166.98%
Jun 30, 2025	ADVENT CAPITAL MANAGEMENT /DE/	0.03%	25K	1.2M	25K	+100.00%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.02%	24.3K	1.17M	-4.5K	-15.62%
Jun 30, 2025	SOUTHEASTERN ASSET MANAGEMENT INC/TN/	0.02%	22.86K	1.1M	0	0
Jun 30, 2025	GREAT LAKES RETIREMENT, INC.	0.02%	22.2K	1.06M	1.29K	+6.16%
Jun 30, 2025	GREENWOOD CAPITAL ASSOCIATES LLC	0.02%	19.71K	945.69K	19.71K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.02%	18.48K	886.66K	-3.37K	-15.44%
Jun 30, 2025	DARK FOREST CAPITAL MANAGEMENT LP	0.02%	18.38K	881.63K	-15.98K	-46.51%
Jun 30, 2025	CONSOLIDATED PLANNING CORP	0.02%	16.24K	779.2K	16.24K	+100.00%
Jun 30, 2025	FRANK, RIMERMAN ADVISORS LLC	0.02%	16.09K	771.85K	16.09K	+100.00%
Jun 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.01%	12.46K	597.93K	-1.03K	-7.62%
Jun 30, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.01%	11.91K	571.51K	11.91K	+100.00%
Jun 30, 2025	BOKF, NA	0.22%	212.28K	10.19M	148.81K	+234.44%
Jun 30, 2025	ICON ADVISERS INC/CO	0.07%	65.6K	3.15M	0	0
Jun 30, 2025	CALLAHAN ADVISORS, LLC	0.06%	58.96K	2.83M	1.16K	+2.01%
Jun 30, 2025	ARGENT TRUST CO	0.05%	46.72K	2.24M	1.19K	+2.62%
Jun 30, 2025	OLIVER LUXXE ASSETS LLC	0.05%	46.59K	2.24M	517	+1.12%
Jun 30, 2025	BRYN MAWR TRUST CO	0.05%	46.09K	2.21M	0	0
Jun 30, 2025	AMG NATIONAL TRUST BANK	0.05%	43.95K	2.11M	43.95K	+100.00%
Jun 30, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.04%	43.65K	2.09M	4.36K	+11.10%
Jun 30, 2025	CALTON & ASSOCIATES, INC.	0.03%	31.41K	832.38K	5.69K	+22.10%
Jun 30, 2025	ROYCE & ASSOCIATES LP	0.93%	910.17K	43.67M	62.37K	+7.36%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.5%	488.66K	23.45M	-19.85K	-3.90%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.47%	454.29K	21.8M	216K	+90.65%
Jun 30, 2025	CRAWFORD INVESTMENT COUNSEL INC	0.38%	373.73K	17.93M	8.7K	+2.38%
Jun 30, 2025	PENN CAPITAL MANAGEMENT COMPANY, LLC	0.24%	231.72K	11.15M	-104.02K	-30.98%
Jun 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.22%	218.41K	10.48M	218.41K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	7.86%	7.66M	367.6M	-734K	-8.74%
Jun 30, 2025	ARIEL INVESTMENTS, LLC	5.9%	5.75M	276.08M	134.72K	+2.40%
Jun 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.19%	183.62K	8.81M	2.47K	+1.36%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.19%	182.13K	8.74M	1.01K	+0.56%
Jun 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.17%	166.42K	7.98M	0	0
Jun 30, 2025	CAMBIAR INVESTORS LLC	0.17%	162.51K	7.8M	162.51K	+100.00%
Jun 30, 2025	FREEMONT MANAGEMENT S.A.	0.11%	102.8K	4.93M	24.1K	+30.62%
Jun 30, 2025	COLONY GROUP, LLC	0.1%	101.21K	4.86M	-2.57K	-2.47%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	84.62K	4.06B	0	0
Jun 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.08%	77.84K	3.73M	5.93K	+8.25%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.07%	63.78K	3.06B	51.22K	+407.70%
Jun 30, 2025	ILLINOIS MUNICIPAL RETIREMENT FUND	0.07%	63.65K	3.05M	49.51K	+350.00%
Jun 30, 2025	FIRST NATIONAL TRUST CO	0.06%	57.19K	2.74M	21.99K	+62.46%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.06%	55.71K	2.67M	-28.61K	-33.93%
Jun 30, 2025	M&T BANK CORP	0.06%	55.45K	2.66M	-598	-1.07%
Jun 30, 2025	WEISS ASSET MANAGEMENT LP	0.06%	55.43K	2.66M	55.43K	+100.00%
Jun 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0.06%	54K	2.59M	54K	+100.00%
Jun 30, 2025	LESA SROUFE & CO	0.05%	52.62K	2.53M	1.57K	+3.07%
Jun 30, 2025	JACKSON HOLE CAPITAL PARTNERS, LLC	0.05%	52.34K	2.51M	16.11K	+44.48%
Jun 30, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.05%	51.36K	2.46M	1.28K	+2.55%
Jun 30, 2025	PAULSON WEALTH MANAGEMENT INC.	0.05%	48.76K	2.34M	0	0
Jun 30, 2025	EPOCH INVESTMENT PARTNERS, INC.	1.68%	1.64M	78.84M	-4.82K	-0.29%
Jun 30, 2025	INVESCO LTD.	1.24%	1.21M	58.04M	-73.71K	-5.74%
Jun 30, 2025	O'KEEFE STEVENS ADVISORY, INC.	0.22%	218.89K	10.5M	3.83K	+1.78%
Jun 30, 2025	FMR LLC	11.55%	11.27M	540.51M	190.01K	+1.72%
Jun 30, 2025	MORGAN STANLEY	1.68%	1.64M	78.69B	-542.4K	-24.85%
Jun 30, 2025	ROYAL BANK OF CANADA	0.96%	936.31K	44.93M	-142.97K	-13.25%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.06%	1.03M	49.59M	18.33K	+1.81%
Jun 30, 2025	CITIGROUP INC	0.38%	367.85K	17.65M	8.88K	+2.47%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.35%	338.55K	16.24M	338.55K	+100.00%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.32%	310.44K	14.89M	-418.16K	-57.39%
Jun 30, 2025	GW HENSSLER & ASSOCIATES LTD	0.32%	307.87K	14.77M	307.87K	+100.00%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.22%	210.46K	10.1M	-59.36K	-22.00%
Jun 30, 2025	SWEDBANK AB	0.21%	207K	9.93M	0	0
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.21%	205.8K	9.87M	2.69K	+1.32%
Jun 30, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.2%	195.08K	9.36M	0	0
Jun 30, 2025		0.2%	192.82K	9.25M	-61.18K	-24.09%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	304.97K	14.63M	72.27K	+31.06%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.31%	304.7K	14.62M	-536.1K	-63.76%
Jun 30, 2025	UBS GROUP AG	0.3%	289.22K	13.88M	49.25K	+20.52%
Jun 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.3%	288.55K	13.84M	282.13K	+4,391.11%
Jun 30, 2025	MACQUARIE GROUP LTD	0.19%	188.52K	9.05M	62.63K	+49.74%
Jun 30, 2025	VANGUARD GROUP INC	11.21%	10.94M	524.69M	277.38K	+2.60%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	7.1%	6.92M	332.19M	824.36K	+13.52%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.45%	2.39M	114.49M	-42.88K	-1.77%
Jun 30, 2025	STATE STREET CORP	2.16%	2.11M	101.15M	180.24K	+9.35%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	1.96%	1.91M	91.86M	270.17K	+16.43%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	1.82%	1.78M	85.33M	-5.88K	-0.33%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.73%	1.69M	81.19M	1.14K	+0.07%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.56%	1.52M	72.86M	196.37K	+14.85%
Jun 30, 2025	NORGES BANK	1.42%	1.39M	66.55M	1.39M	+100.00%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	1.39%	1.36M	65.09M	-122.75K	-8.30%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.86%	840.13K	40.31B	80.26K	+10.56%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.73%	714.98K	34.3M	714.98K	+100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.21%	201.38K	9.66B	162.97K	+424.26%
Jun 30, 2025	NUVEEN, LLC	0.2%	192.82K	9.25M	-61.18K	-24.09%
Mar 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	3.98%	3.79M	164.03M	-641.48K	-14.48%
Mar 31, 2025	INVESCO LTD.	1.35%	1.28M	55.57M	82.88K	+6.90%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.55%	2.43M	105.19M	131.43K	+5.72%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	1.92%	1.82M	79.01M	-37.72K	-2.03%
Mar 31, 2025	STATE STREET CORP	2.02%	1.93M	83.48M	-47K	-2.38%
Mar 31, 2025	MORGAN STANLEY	2.29%	2.18M	94.5M	-464.2K	-17.54%
Mar 31, 2025	AMUNDI	2.38%	2.26M	87.56M	1.33M	+141.60%
Mar 31, 2025	ARIEL INVESTMENTS, LLC	5.9%	5.62M	243.31M	21.07K	+0.38%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	6.4%	6.1M	264.1M	5.85M	+2,324.44%
Mar 31, 2025	CRAWFORD INVESTMENT COUNSEL INC	0.38%	365.03K	15.81M	7.96K	+2.23%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.07%	1.02M	43.96M	-48.95K	-4.60%
Mar 31, 2025	BLACKROCK, INC.	8.81%	8.4M	363.52M	-93.5K	-1.10%
Mar 31, 2025	ROYAL BANK OF CANADA	1.13%	1.08M	46.73M	-61.16K	-5.36%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.76%	728.6K	31.55M	-6.37K	-0.87%
Mar 31, 2025	FEDERATED HERMES, INC.	0.68%	646.88K	28.01M	15.81K	+2.51%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.53%	508.51K	22.02M	280.66K	+123.18%
Mar 31, 2025	CITIGROUP INC	0.38%	358.97K	15.54M	17.42K	+5.10%
Mar 31, 2025	RANGER INVESTMENT MANAGEMENT, L.P.	0.37%	352.24K	15.25M	-4.64K	-1.30%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.28%	269.82K	11.68M	-6.32K	-2.29%
Mar 31, 2025		0.27%	254K	11M	254K	+100.00%
Mar 31, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.2%	195.08K	8.45M	-120.02K	-38.09%
Mar 31, 2025	O'KEEFE STEVENS ADVISORY, INC.	0.23%	215.06K	9.31M	4.01K	+1.90%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.88%	840.8K	36.41M	-309.9K	-26.93%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.23%	219.74K	9.51M	-260.75K	-54.27%
Mar 31, 2025	ROYCE & ASSOCIATES LP	0.89%	847.8K	36.71M	-8.11K	-0.95%
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	1.28%	1.22M	52.72M	23.35K	+1.96%
Mar 31, 2025	VANGUARD GROUP INC	11.19%	10.66M	461.5M	-130.35K	-1.21%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.25%	238.29K	10.32M	18.44K	+8.39%
Mar 31, 2025	TD ASSET MANAGEMENT INC	0.19%	181.13K	7.84M	-47.79K	-20.88%
Mar 31, 2025	SWISS NATIONAL BANK	0.18%	175.2K	7.59M	-2.1K	-1.18%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	1.87%	1.78M	77.26M	-155.6K	-8.02%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.78%	1.69M	73.21M	406.23K	+31.62%
Mar 31, 2025	EPOCH INVESTMENT PARTNERS, INC.	1.73%	1.65M	71.36M	-183.68K	-10.03%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	1.73%	1.64M	71.2M	487.57K	+42.15%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	1.55%	1.48M	63.86M	117.99K	+8.67%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.4%	378.3K	16.38M	-308.32K	-44.90%
Mar 31, 2025	SWEDBANK AB	0.22%	207K	8.96M	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	232.7K	10.08M	70.69K	+43.63%
Mar 31, 2025	CRESTWOOD ADVISORS GROUP LLC	0.19%	181.16K	7.84M	-3.81K	-2.06%
Mar 31, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.17%	166.42K	7.21M	9K	+5.72%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.39%	1.32M	57.25M	227.42K	+20.77%
Mar 31, 2025	NO STREET GP LP	0.68%	650K	28.15M	75K	+13.04%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.3%	287.57K	12.45M	25.48K	+9.72%
Mar 31, 2025	PENN CAPITAL MANAGEMENT COMPANY, LLC	0.35%	335.75K	14.58M	25.16K	+8.10%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.71%	676.09K	29.27M	-2.52K	-0.37%
Mar 31, 2025	NORTHERN TRUST CORP	0.75%	711.99K	30.83M	18.39K	+2.65%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.8%	759.87K	32.9M	163.98K	+27.52%
Mar 31, 2025	FMR LLC	11.63%	11.08M	479.56M	2.43M	+28.13%
Mar 31, 2025	FIL LTD	0.4%	383.71K	16.61M	-36.09K	-8.60%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.21%	203.12K	8.79M	-69	-0.03%
Mar 31, 2025	UBS GROUP AG	0.25%	239.96K	10.39M	-65.5K	-21.44%
Mar 31, 2024	ACCESS INVESTMENT MANAGEMENT LLC	0.13%	115.16K	4.33M	90	+0.08%
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.1%	89.96K	3.38M	-6.83K	-7.06%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.05%	46.02K	1.73M	9.64K	+26.48%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.05%	47.81K	1.8M	-1.8K	-3.63%
Mar 31, 2024	CHATHAM CAPITAL GROUP, INC.	0.06%	51.79K	1.95M	5.7K	+12.37%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.06%	55.09K	2.07M	0	0
Mar 31, 2024	CREDIT SUISSE AG/	0.06%	56.82K	2.14M	6.86K	+13.74%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.06%	57.18K	2.15M	-19	-0.03%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.07%	59.68K	2.25M	-10.24K	-14.64%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.07%	60.52K	1.76M	-3.32K	-5.20%
Mar 31, 2024	GABELLI FUNDS LLC	0.07%	63K	2.37M	-2K	-3.08%
Mar 31, 2024	QUANTEDGE CAPITAL PTE LTD	0.08%	74.5K	2.8M	41K	+122.39%
Mar 31, 2024	BRIDGE CITY CAPITAL, LLC	0.09%	82.64K	3.11M	647	+0.79%
Mar 31, 2024	SWISS NATIONAL BANK	0.09%	84.4K	3.18M	-500	-0.59%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.1%	87.69K	3.3M	-1.65K	-1.85%
Mar 31, 2024	PARALLAX VOLATILITY ADVISERS, L.P.	0.14%	125K	4.7M	125K	+100.00%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0.16%	142.31K	5.35M	-25.47K	-15.18%
Mar 31, 2024	RHUMBLINE ADVISERS	0.19%	171.88K	6.47M	-31.3K	-15.41%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.2%	178.61K	6.72M	13.48K	+8.16%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.2%	182.79K	6.88M	19.24K	+11.76%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.22%	195.11K	7.34M	-594.23K	-75.28%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.52%	469.09K	17.64M	-45.74K	-8.88%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.56%	502.71K	18.91M	-21.04K	-4.02%
Mar 31, 2024	MORGAN STANLEY	0.56%	506.46K	19.05M	-45.1K	-8.18%
Mar 31, 2024	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.6%	544.19K	20.47M	-11.3K	-2.03%
Mar 31, 2024	SCOPUS ASSET MANAGEMENT, L.P.	0.68%	625K	23.51M	-10K	-1.57%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.72%	654.57K	24.63M	3.37K	+0.52%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.83%	753.21K	28.34M	-10.62K	-1.39%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.89%	810.66K	30.5M	118.66K	+17.15%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.94%	858.26K	32.29M	150.81K	+21.32%
Mar 31, 2024	BROWN ADVISORY INC	0.94%	861.51K	32.41M	-121.3K	-12.34%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.05%	949.5K	35.73M	21.45K	+2.31%
Mar 31, 2024	MACQUARIE GROUP LTD	1.32%	1.19M	44.72M	-31.74K	-2.60%
Mar 31, 2024	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.33%	1.21M	45.71M	-1.85K	-0.15%
Mar 31, 2024	LSV ASSET MANAGEMENT	1.97%	1.8M	67.76M	-38.8K	-2.11%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	3.5%	3.16M	118.96M	-22.67K	-0.71%
Mar 31, 2024	VANGUARD GROUP INC	5.65%	5.1M	191.74M	-19.48K	-0.38%
Mar 31, 2024	BLACKROCK INC.	7.44%	6.71M	252.41M	-156.59K	-2.28%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.22%	199.14K	7.49M	199.14K	+100.00%
Mar 31, 2024	NORDEA INVESTMENT MANAGEMENT AB	0.23%	212.38K	7.98M	-597	-0.28%
Mar 31, 2024	DANA INVESTMENT ADVISORS, INC.	0.24%	219.73K	8.27M	219.73K	+100.00%
Mar 31, 2024	PACER ADVISORS, INC.	1.42%	1.3M	48.79M	190.57K	+17.22%
Mar 31, 2024	STATE STREET CORP	1.87%	1.68M	63.36M	7.4K	+0.44%
Mar 31, 2024	SILVERCREST ASSET MANAGEMENT GROUP LLC	1.89%	1.72M	64.89M	-300.57K	-14.84%
Mar 31, 2024	REGAL INVESTMENT ADVISORS LLC	0.12%	109.86K	4.13M	0	0
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.13%	116.01K	4.36M	-851	-0.73%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.13%	118.61K	4.46M	-188.73K	-61.41%
Mar 31, 2024	HRT FINANCIAL LP	0.13%	121.86K	4.58M	45.58K	+59.75%
Mar 31, 2024	PHOCAS FINANCIAL CORP.	0.13%	122.14K	4.6M	-3.2K	-2.55%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.14%	123.83K	4.66M	749	+0.61%
Mar 31, 2024	GAMCO INVESTORS, INC. ET AL	0.25%	231.5K	8.71M	-1.5K	-0.64%
Mar 31, 2024	NICHOLAS COMPANY, INC.	0.26%	233.64K	8.79M	45	+0.02%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.26%	235.07K	8.84M	1.74K	+0.75%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.27%	248.61K	9.35M	-8.58K	-3.34%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.3%	269.07K	10.12M	3.56K	+1.34%
Mar 31, 2024	JPMORGAN CHASE & CO	0.31%	282.14K	10.61M	-10.29K	-3.52%
Mar 31, 2024	GLENMEDE TRUST CO NA	0.37%	336.54K	12.66M	22.87K	+7.29%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.37%	336.66K	12.66M	59.79K	+21.59%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.38%	344.61K	12.96M	13.48K	+4.07%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.39%	350K	13.17M	-21.58K	-5.81%
Mar 31, 2024	INVESCO LTD.	0.41%	373.04K	14.03M	-18.72K	-4.78%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.48%	440.7K	16.58M	440.7K	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0.5%	450.33K	16.94M	-17.9K	-3.82%
Mar 31, 2024	ARCHPOINT INVESTORS	0.51%	466.75K	17.56M	0	0
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.37%	331.13K	12.23M	14.87K	+4.70%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.42%	371.57K	13.72M	-45.43K	-10.89%
Dec 31, 2023	INVESCO LTD.	0.44%	391.76K	14.46M	-111.35K	-22.13%
Dec 31, 2023	ARCHPOINT INVESTORS	0.52%	466.75K	17.23M	0	0
Dec 31, 2023	NORTHERN TRUST CORP	0.52%	468.23K	17.29M	-5.37K	-1.13%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.58%	514.83K	19.01M	5.01K	+0.98%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.59%	523.75K	19.34M	-86.84K	-14.22%
Dec 31, 2023	MORGAN STANLEY	0.62%	551.56K	20.36M	-12.76K	-2.26%
Dec 31, 2023	BROWN ADVISORY INC	1.1%	982.82K	36.29M	-35.26K	-3.46%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.04%	928.05K	34.27M	43.27K	+4.89%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.88%	789.34K	29.14M	190.65K	+31.84%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.85%	763.83K	28.2M	-72	-0.01%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.79%	707.45K	26.12M	119.19K	+20.26%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	0.77%	692K	25.55M	8.72K	+1.28%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.73%	651.19K	24.04M	276.06K	+73.59%
Dec 31, 2023	SCOPUS ASSET MANAGEMENT, L.P.	0.71%	635K	23.44M	135K	+27.00%
Dec 31, 2023	VANGUARD GROUP INC	5.72%	5.12M	188.89M	8.49K	+0.17%
Dec 31, 2023	BLACKROCK INC.	7.68%	6.87M	253.49M	250.23K	+3.78%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	3.56%	3.18M	117.58M	35.96K	+1.14%
Dec 31, 2023	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.11%	96.79K	3.57M	-3.09K	-3.10%
Dec 31, 2023	VERITION FUND MANAGEMENT LLC	0.11%	97.32K	3.59M	85.79K	+743.58%
Dec 31, 2023	REGAL INVESTMENT ADVISORS LLC	0.12%	109.86K	4.06M	0	0
Dec 31, 2023		0.13%	115.07K	4.25M	115.07K	+100.00%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.13%	116.86K	4.31M	-12.26K	-9.50%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.14%	123.09K	4.54M	-1.43K	-1.15%
Dec 31, 2023	PHOCAS FINANCIAL CORP.	0.14%	125.33K	4.63M	2.41K	+1.96%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.16%	146.8K	5.42M	-46.2K	-23.94%
Dec 31, 2023	SILVERCREST ASSET MANAGEMENT GROUP LLC	2.27%	2.03M	74.78M	-47.61K	-2.30%
Dec 31, 2023	LSV ASSET MANAGEMENT	2.06%	1.84M	67.93M	-54.06K	-2.85%
Dec 31, 2023	STATE STREET CORP	1.88%	1.68M	61.91M	12.25K	+0.74%
Dec 31, 2023	MACQUARIE GROUP LTD	1.36%	1.22M	45.06M	-718.09K	-37.04%
Dec 31, 2023	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.36%	1.22M	44.93M	-23.4K	-1.89%
Dec 31, 2023	PACER ADVISORS, INC.	1.24%	1.11M	40.85M	192.55K	+21.07%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.18%	163.55K	6.04M	128.86K	+371.39%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.18%	165.13K	6.1B	14.87K	+9.90%
Dec 31, 2023	ALLIANZ ASSET MANAGEMENT GMBH	0.19%	167.78K	6.19M	43.4K	+34.90%
Dec 31, 2023	NORGES BANK	0.2%	175.09K	6.46M	175.09K	+100.00%
Dec 31, 2023	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.62%	555.49K	20.51M	-7.16K	-1.27%
Dec 31, 2023	RHUMBLINE ADVISERS	0.23%	203.18K	7.5M	-7.9K	-3.74%
Dec 31, 2023	NORDEA INVESTMENT MANAGEMENT AB	0.24%	212.98K	7.91M	-6.83K	-3.11%
Dec 31, 2023	GAMCO INVESTORS, INC. ET AL	0.26%	233K	8.6M	-26K	-10.04%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.26%	233.33K	8.61M	-6.91K	-2.88%
Dec 31, 2023	NICHOLAS COMPANY, INC.	0.26%	233.59K	8.62M	0	0
Dec 31, 2023	SMITH, GRAHAM & CO., INVESTMENT ADVISORS, LP	0.27%	240.85K	8.89M	-1.43K	-0.59%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.29%	257.19K	9.5M	-21.47K	-7.70%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.3%	265.51K	9.8M	-23.34K	-8.08%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.31%	276.87K	10.22M	23.58K	+9.31%
Dec 31, 2023	JPMORGAN CHASE & CO	0.33%	292.43K	10.8M	33.94K	+13.13%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.34%	307.34K	11.35M	-12.03K	-3.77%
Dec 31, 2023	GLENMEDE TRUST CO NA	0.35%	313.67K	11.58M	-14K	-4.27%

Insiders

Among the LAZ insiders holding of 2.61% of the stake in company, GOLDMAN SACHS GROUP INC/, 10 percent owner, holds the largest shares of 4.77M. JACOBS KENNETH M, Executive Chairman, is the second largest LAZ insider with ownership of 1.52M shares. BHUTANI ASHISH, CEO of Lazard Asset Management, stands third with possession of 711.8K shares of that stake.

Insiders	Designation	Shares Held
GOLDMAN SACHS GROUP INC/	10 percent owner	4.77M
JACOBS KENNETH M	Executive Chairman	1.52M
BHUTANI ASHISH	CEO of Lazard Asset Management	711.8K
PARR GARY	director	348.88K
BUCAILLE MATTHIEU	Chief Financial Officer	268.65K
RUSSO EVAN L	CEO of Asset Management	227.92K
ORSZAG PETER RICHARD	CEO & Chairman	210.94K
SOTO ALEXANDRA	Chief Operating Officer	113.87K
HOFFMAN SCOTT D	CAO and General Counsel	68.1K
JORDAN VERNON E JR	director	52.47K
STERN ALEXANDER F.	President	50.26K
CASTELLANO MICHAEL J	Chief Financial Officer	49.47K
HOGBIN CHRISTOPHER	CEO Asset Management	11.83K
RAGONE DOMINICK	Chief Accounting Officer	6.23K
MENDILLO JANE L	director	1.4K
HITTNER RICHARD	Chief Accounting Officer	0
GATHY MICHAEL	Chief Accounting Officer	0
GOLUB STEVEN J	Vice Chairman	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 19, 2026	HOGBIN CHRISTOPHER	SALE	39.37	3.94K	155.28K	11.83K
Mar 18, 2026	HOGBIN CHRISTOPHER	SALE	40.37	7.89K	318.32K	15.77K
Mar 17, 2026	ORSZAG PETER RICHARD	SALE	41.66	2K	83.32K	210.94K
Sep 16, 2025	ORSZAG PETER RICHARD	SALE	54.09	32.48K	1.76M	183.27K
Sep 11, 2025	RUSSO EVAN L	SALE	56.95	50K	2.85M	227.92K
Sep 10, 2025	RUSSO EVAN L	SALE	55.71	25K	1.39M	277.92K
Sep 10, 2025	GATHY MICHAEL	SALE	55.37	617	34.16K	0
Jun 11, 2025	SOTO ALEXANDRA	SALE	43.81	85.89K	3.76M	113.87K
Mar 17, 2025	ORSZAG PETER RICHARD	SALE	45.91	26.35K	1.21M	170.29K
Mar 14, 2025	ORSZAG PETER RICHARD	SALE	45.51	37.33K	1.7M	234.82K
Feb 14, 2025	RUSSO EVAN L	SALE	55.32	25K	1.38M	163.45K
Feb 13, 2025	RUSSO EVAN L	SALE	54.00	15K	810K	19.34K
Feb 12, 2025	RUSSO EVAN L	SALE	53.40	50K	2.67M	34.34K
Sep 04, 2024	JACOBS KENNETH M	SALE	48.30	28.8K	1.39M	1.52M
Sep 03, 2024	JACOBS KENNETH M	SALE	49.25	2.03K	99.98K	204.28K
Aug 26, 2024	JACOBS KENNETH M	SALE	50.02	53.05K	2.65M	276.01K
Aug 23, 2024	JACOBS KENNETH M	SALE	50.01	1.22K	61.11K	329.06K
Jul 16, 2024	JACOBS KENNETH M	SALE	45.23	127K	5.74M	330.28K
Jul 09, 2024	JACOBS KENNETH M	SALE	40.19	28.29K	1.14M	457.28K
Jun 03, 2024	JACOBS KENNETH M	SALE	40.00	4.15K	165.96K	485.57K
May 31, 2024	JACOBS KENNETH M	SALE	41.21	1.14K	47.02K	489.72K
Mar 13, 2024	RUSSO EVAN L	SALE	39.35	75K	2.95M	227.45K
Feb 21, 2024	GATHY MICHAEL	SALE	37.62	5	188.1	0
Feb 20, 2024	GATHY MICHAEL	SALE	38.28	99	3.79K	19
Feb 16, 2024	GATHY MICHAEL	SALE	38.03	76	2.89K	118
Feb 15, 2024	GATHY MICHAEL	SALE	37.90	155	5.87K	194
Feb 14, 2024	GATHY MICHAEL	SALE	37.22	385	14.33K	0
Nov 29, 2022	STERN ALEXANDER F.	SALE	36.39	49K	1.78M	50.26K
May 31, 2022	STERN ALEXANDER F.	SALE	35.29	70K	2.47M	209.26K
Nov 23, 2021	HOFFMAN SCOTT D	SALE	46.20	25K	1.16M	68.1K
Aug 31, 2021	RAGONE DOMINICK	SALE	47.54	19.89K	945.59K	6.23K
Aug 20, 2021	STERN ALEXANDER F.	SALE	45.50	90K	4.1M	127.58K
Mar 02, 2021	BHUTANI ASHISH	SALE	40.52	200K	8.1M	711.8K
Mar 02, 2021	HOFFMAN SCOTT D	SALE	40.52	25K	1.01M	92.45K
Mar 01, 2021	STERN ALEXANDER F.	SALE	38.69	50K	1.93M	215.82K
Aug 20, 2020	STERN ALEXANDER F.	SALE	30.98	17.73K	549.19K	188.22K
Aug 19, 2020	STERN ALEXANDER F.	SALE	31.54	44.38K	1.4M	205.95K
Aug 18, 2020	STERN ALEXANDER F.	SALE	31.59	64.89K	2.05M	250.33K
Aug 11, 2020	HOFFMAN SCOTT D	SALE	32.63	80K	2.61M	76.3K
Mar 03, 2020	STERN ALEXANDER F.	SALE	37.95	50K	1.9M	315.22K
Nov 12, 2019	RAGONE DOMINICK	SALE	38.62	4.29K	165.79K	13.53K
Nov 08, 2019	HOFFMAN SCOTT D	SALE	38.25	40K	1.53M	114.91K
Aug 21, 2019	HOFFMAN SCOTT D	SALE	34.04	30K	1.02M	154.91K
Mar 05, 2018	STERN ALEXANDER F.	SALE	53.02	50K	2.65M	125.7K
Mar 02, 2018	HOFFMAN SCOTT D	SALE	52.13	15K	781.95K	88.73K
Mar 02, 2018	STERN ALEXANDER F.	SALE	53.47	15.16K	810.61K	175.7K
May 30, 2017	BUCAILLE MATTHIEU	SALE	44.81	90K	4.03M	268.65K
May 16, 2017	HOFFMAN SCOTT D	SALE	45.13	35K	1.58M	43.61K
May 11, 2017	STERN ALEXANDER F.	SALE	44.75	65K	2.91M	101.18K
Mar 02, 2017	HOFFMAN SCOTT D	SALE	43.16	20K	863.2K	78.61K
Mar 01, 2017	STERN ALEXANDER F.	SALE	43.06	30.21K	1.3M	166.18K
Aug 09, 2016	HOFFMAN SCOTT D	SALE	34.92	42K	1.47M	30.42K
Aug 02, 2016	MENDILLO JANE L	PURCHASE	35.22	1.4K	49.31K	1.4K
Mar 03, 2015	STERN ALEXANDER F.	SALE	50.80	63K	3.2M	62.1K
May 12, 2014	HOFFMAN SCOTT D	SALE	49.65	40K	1.99M	46.88K
Feb 20, 2014	STERN ALEXANDER F.	SALE	44.56	44.31K	1.97M	0
Feb 19, 2014	BHUTANI ASHISH	SALE	45.15	24.89K	1.12M	306.6K
Feb 18, 2014	BHUTANI ASHISH	SALE	45.15	121.06K	5.47M	331.48K
Feb 12, 2014	STERN ALEXANDER F.	SALE	42.79	44.31K	1.9M	21.76K
Feb 11, 2014	STERN ALEXANDER F.	SALE	43.07	17.57K	756.52K	66.07K
May 06, 2013	BHUTANI ASHISH	SALE	32.72	49.5K	1.62M	388.98K
May 03, 2013	BHUTANI ASHISH	SALE	33.01	105K	3.47M	438.48K
May 02, 2013	BHUTANI ASHISH	SALE	32.55	99.26K	3.23M	543.48K
Mar 12, 2013	STERN ALEXANDER F.	SALE	36.50	27.5K	1M	61.08K
Mar 11, 2013	STERN ALEXANDER F.	SALE	36.61	32.5K	1.19M	88.58K
Mar 05, 2013	HOFFMAN SCOTT D	SALE	36.17	11K	397.87K	56.71K
Mar 04, 2013	HOFFMAN SCOTT D	SALE	35.87	11K	394.57K	67.71K
Nov 15, 2012	HOFFMAN SCOTT D	SALE	27.39	61.09K	1.67M	8.4K
Mar 01, 2012	HITTNER RICHARD	SALE	30.73	963	29.59K	0
Sep 14, 2011	HOFFMAN SCOTT D	SALE	25.42	14.27K	362.64K	0
Jun 15, 2011	HOFFMAN SCOTT D	SALE	35.90	20K	718.02K	14.27K
Nov 04, 2010	STERN ALEXANDER F.	SALE	35.77	94.17K	3.37M	17.84K
Nov 04, 2010	PARR GARY	SALE	35.77	35K	1.25M	348.88K
Nov 04, 2010	CASTELLANO MICHAEL J	SALE	35.77	152.26K	5.45M	49.47K
Nov 04, 2010	HOFFMAN SCOTT D	SALE	35.77	125K	4.47M	8.37K
Aug 06, 2010	PARR GARY	SALE	30.32	230K	6.97M	348.88K
Aug 06, 2010	JORDAN VERNON E JR	SALE	30.32	183.22K	5.56M	52.47K
Sep 11, 2009	GOLUB STEVEN J	SALE	37.00	260.58K	9.64M	0
Sep 11, 2009	STERN ALEXANDER F.	SALE	37.00	33.98K	1.26M	0
Sep 11, 2009	HOFFMAN SCOTT D	SALE	37.00	125.93K	4.66M	0
Jun 05, 2009	GOLUB STEVEN J	SALE	26.00	314.61K	8.18M	0
Jun 05, 2009	STERN ALEXANDER F.	SALE	26.00	41.02K	1.07M	0
Jun 05, 2009	HOFFMAN SCOTT D	SALE	26.00	60.17K	1.56M	0
Sep 09, 2008	GOLUB STEVEN J	SALE	37.00	307.68K	11.38M	0
Sep 09, 2008	HOFFMAN SCOTT D	SALE	37.00	105.04K	3.89M	0
May 13, 2005	GOLDMAN SACHS GROUP INC/	SALE	21.98	2K	43.96K	4.77M
May 12, 2005	GOLDMAN SACHS GROUP INC/	SALE	21.61	8K	172.88K	4.77M
May 11, 2005	GOLDMAN SACHS GROUP INC/	SALE	22.95	800	18.36K	5M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES13.83K3

NET SHARES-13.83K3

SHARES HELD238.54K3

% NET SHARES-105.8%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares4.39

Short Percent Of Float4.5

Shares Outstanding94.36M

Shares Float92.45M

Shares Short4.14M

Short Ratio3.91

4.5%

Short % of Float

4.39%

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

2.61% Percentage of Shares held by All Insiders

92.38% Percentage of Shares held by All Institutions

94.86% Percentage of Float held by Institutions

394

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	WOODLINE PARTNERS LP	0.32%	314.53K	15.27M	314.53K	+100.00%
Dec 31, 2025	CITIGROUP INC	0.33%	329.09K	15.98M	-29.13K	-8.13%
Dec 31, 2025	AMICA MUTUAL INSURANCE CO	0.19%	189.9K	9.22M	71.88K	+60.90%
Dec 31, 2025	CRESTWOOD ADVISORS GROUP LLC	0.2%	196.85K	9.56M	13.2K	+7.19%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.06%	1.05M	50.9M	-4.11K	-0.39%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	1.98%	1.93M	93.69M	39.9K	+2.11%
Dec 31, 2025	JPMORGAN CHASE & CO	0.15%	144.85K	7.03M	15.68K	+12.14%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.16%	155K	7.53M	22.5K	+16.98%
Dec 31, 2025	PEAK6 LLC	0.16%	159.1K	7.73M	-7.1K	-4.27%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.2%	197.13K	9.57M	197.13K	+100.00%
Dec 31, 2025	WALLEYE CAPITAL LLC	0.26%	257.31K	12.5M	-112.66K	-30.45%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.35%	336.59K	16.34M	260	+0.08%
Dec 31, 2025	ROYAL BANK OF CANADA	0.55%	534.06K	25.93M	-274.79K	-33.97%
Dec 31, 2025	NORGES BANK	1.67%	1.65M	80.17M	1.65M	+100.00%
Dec 31, 2025	UBS GROUP AG	0.34%	332.33K	16.14M	126.77K	+61.67%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.36%	349.34K	16.96M	-56.49K	-13.92%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.36%	350.82K	17.04M	225.45K	+179.82%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.37%	362.3K	17.59M	11.04K	+3.14%
Dec 31, 2025	CRAWFORD INVESTMENT COUNSEL INC	0.37%	362.74K	17.61M	1.41K	+0.39%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.51%	501.75K	24.37M	-112.1K	-18.26%
Dec 31, 2025	NORTHERN TRUST CORP	0.58%	572.18K	27.79M	-20.13K	-3.40%
Dec 31, 2025	INVESCO LTD.	1.18%	1.15M	55.66M	12.01K	+1.06%
Dec 31, 2025	JANUS HENDERSON GROUP PLC	1.4%	1.38M	67.15M	23.28K	+1.71%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	1.52%	1.48M	71.88M	-108.07K	-6.80%
Dec 31, 2025	EPOCH INVESTMENT PARTNERS, INC.	1.58%	1.56M	75.91M	-47.4K	-2.94%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.77%	1.73M	83.84M	106.13K	+6.55%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.85%	1.83M	88.89M	-53.37K	-2.83%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	9.04%	8.81M	427.69M	1.05M	+13.50%
Dec 31, 2025	FMR LLC	11.37%	11.26M	546.76M	580.86K	+5.44%
Dec 31, 2025	BARCLAYS PLC	0.08%	80.48K	3.91M	51.64K	+179.08%
Dec 31, 2025	ALPS ADVISORS INC	0.09%	84.36K	4.1M	-5.53K	-6.16%
Dec 31, 2025	RHUMBLINE ADVISERS	0.09%	88.16K	4.28M	-18.32K	-17.21%
Dec 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	2.48%	2.46M	119.3M	221.21K	+9.90%
Dec 31, 2025	ARIEL INVESTMENTS, LLC	5.35%	5.3M	257.21M	50.93K	+0.97%
Dec 31, 2025	BLACKROCK, INC.	7.62%	7.43M	360.62M	102.04K	+1.39%
Dec 31, 2025	VANGUARD GROUP INC	11.44%	11.15M	541.42M	-31.17K	-0.28%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.27%	259.13K	12.58M	31.2K	+13.69%
Dec 31, 2025	SWEDBANK AB	0.21%	207K	10.05M	0	0
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.21%	208.2K	10.11M	137.24K	+193.41%
Dec 31, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.22%	218.41K	10.61M	0	0
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.23%	227.03K	11.02M	0	0
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.27%	262.75K	12.76M	-51.48K	-16.38%
Dec 31, 2025	JANE STREET GROUP, LLC	0.27%	263.25K	12.78M	27.87K	+11.84%
Dec 31, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.3%	293.88K	14.27M	104.07K	+54.83%
Dec 31, 2025	RANGER INVESTMENT MANAGEMENT, L.P.	0.59%	582K	28.26M	-2.89K	-0.49%
Dec 31, 2025	CITADEL ADVISORS LLC	0.67%	656.29K	31.87M	337.5K	+105.87%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.88%	861.18K	41.82M	-1.23K	-0.14%
Dec 31, 2025	ROYCE & ASSOCIATES LP	0.91%	896.33K	43.53M	51.19K	+6.06%
Dec 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	1.29%	1.27M	61.79M	106.64K	+9.15%
Dec 31, 2025	MORGAN STANLEY	1.59%	1.55M	75.19M	67.23K	+4.54%
Dec 31, 2025	STATE STREET CORP	1.93%	1.88M	91.43M	-123.9K	-6.17%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.42%	2.36M	114.48M	6.43K	+0.27%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.09%	92.51K	4.49M	-8.7K	-8.59%
Dec 31, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.11%	106.25K	5.16M	-7.17K	-6.32%
Dec 31, 2025	FREEMONT MANAGEMENT S.A.	0.12%	116.21K	5.64M	77.1K	+197.16%
Dec 31, 2025	CAMBIAR INVESTORS LLC	0.13%	122.97K	5.97M	14.37K	+13.24%
Dec 31, 2025	CAPITAL FUND MANAGEMENT S.A.	0.14%	134.46K	6.53M	59.21K	+78.69%
Dec 31, 2025	PENN CAPITAL MANAGEMENT COMPANY, LLC	0.26%	261.87K	12.75M	-12.94K	-4.71%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	1.78%	1.76M	85.5M	38.13K	+2.21%
Dec 31, 2025	TD ASSET MANAGEMENT INC	0.18%	178.96K	8.69M	7.75K	+4.53%
Dec 31, 2025	BUCK WEALTH STRATEGIES, LLC	0.19%	180.96K	8.79M	180.96K	+100.00%
Dec 31, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.19%	181.37K	8.81M	10.21K	+5.97%
Dec 31, 2025	SWISS NATIONAL BANK	0.19%	186K	9.03M	3.5K	+1.92%
Dec 31, 2025	BOKF, NA	0.19%	185.2K	8.99M	-35.25K	-15.99%
Dec 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.19%	185.83K	9.02M	-9.89K	-5.05%
Dec 31, 2025	ALGEBRIS (UK) LTD	0.51%	502.73K	24.42M	502.73K	+100.00%
Dec 31, 2025	FEDERATED HERMES, INC.	0.53%	518.52K	25.18M	-55.77K	-9.71%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.56%	544.63K	26.45M	125.29K	+29.88%
Dec 31, 2025	GW HENSSLER & ASSOCIATES LTD	0.29%	290.41K	14.1M	-13.93K	-4.58%
Dec 31, 2025	NUVEEN, LLC	0.31%	298.71K	14.51M	3.11K	+1.05%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	182.5K	9.63M	10.8K	+6.29%
Sep 30, 2025	MACQUARIE GROUP LTD	0.19%	183.52K	9.69M	-5K	-2.65%
Sep 30, 2025	UBS GROUP AG	0.21%	205.57K	10.85M	-83.65K	-28.92%
Sep 30, 2025	SWEDBANK AB	0.21%	207K	10.93M	0	0
Sep 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.22%	218.41K	11.53M	0	0
Sep 30, 2025	BOKF, NA	0.23%	220.44K	11.63M	8.16K	+3.84%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.23%	227.03K	11.98M	16.57K	+7.87%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	227.93K	12.03M	-77.04K	-25.26%
Sep 30, 2025	JANE STREET GROUP, LLC	0.24%	235.38K	12.42M	99.37K	+73.05%
Sep 30, 2025	CAPITAL FUND MANAGEMENT S.A.	0.08%	75.25K	3.97M	47	+0.06%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	82.18K	4.34M	-220.26K	-72.83%
Sep 30, 2025	ALPS ADVISORS INC	0.09%	89.89K	4.74M	89.89K	+100.00%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.1%	101.21K	5.34M	808	+0.80%
Sep 30, 2025	RHUMBLINE ADVISERS	0.11%	106.48K	5.62M	-246	-0.23%
Sep 30, 2025	CAMBIAR INVESTORS LLC	0.11%	108.6K	5.73M	-53.92K	-33.18%
Sep 30, 2025	AMICA MUTUAL INSURANCE CO	0.12%	118.03K	6.23M	-2.68K	-2.22%
Sep 30, 2025	JPMORGAN CHASE & CO	0.13%	129.17K	6.82M	-723	-0.56%
Sep 30, 2025	FMR LLC	10.95%	10.68M	563.62M	-586.73K	-5.21%
Sep 30, 2025	GW HENSSLER & ASSOCIATES LTD	0.31%	304.33K	16.06M	-3.54K	-1.15%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.42%	405.83K	21.42M	-82.83K	-16.95%
Sep 30, 2025	ROYCE & ASSOCIATES LP	0.87%	845.14K	44.61M	-65.04K	-7.15%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.08%	1.05M	55.54M	18.75K	+1.81%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.43%	419.33K	22.13M	108.9K	+35.08%
Sep 30, 2025	ROYAL BANK OF CANADA	0.83%	808.85K	42.69M	-127.46K	-13.61%
Sep 30, 2025	INVESCO LTD.	1.16%	1.13M	59.86M	-75.41K	-6.23%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	1.77%	1.72M	90.91M	20.59K	+1.21%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	1.94%	1.89M	99.73M	-24.96K	-1.30%
Sep 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	2.29%	2.24M	117.99M	-130.8K	-5.53%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.41%	2.35M	124.09M	-35.13K	-1.47%
Sep 30, 2025	BLACKROCK, INC.	7.51%	7.32M	386.57M	-337.3K	-4.40%
Sep 30, 2025	VANGUARD GROUP INC	11.46%	11.18M	590.12M	245.21K	+2.24%
Sep 30, 2025	CALLAHAN ADVISORS, LLC	0.06%	58.68K	3.1M	-276	-0.47%
Sep 30, 2025	LPL FINANCIAL LLC	0.06%	60.64K	3.2M	25.39K	+72.05%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.06%	60.7K	3.2M	60.7K	+100.00%
Sep 30, 2025	ICON ADVISERS INC/CO	0.06%	61.84K	1.23M	-3.76K	-5.73%
Sep 30, 2025	ILLINOIS MUNICIPAL RETIREMENT FUND	0.07%	63.35K	3.34M	-299	-0.47%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	63.84K	3.37M	6.63K	+11.59%
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.07%	64.49K	3.4M	64.49K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.07%	66.41K	3.51M	-1.59K	-2.33%
Sep 30, 2025	SEI INVESTMENTS CO	0.07%	70.48K	3.72M	6.64K	+10.40%
Sep 30, 2025	CITADEL ADVISORS LLC	0.33%	318.79K	16.83M	182.34K	+133.64%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.34%	336.33K	17.75M	47.77K	+16.56%
Sep 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.35%	344.84K	18.2M	344.84K	+100.00%
Sep 30, 2025	FEDERATED HERMES, INC.	0.59%	574.29K	30.31M	-10.63K	-1.82%
Sep 30, 2025	RANGER INVESTMENT MANAGEMENT, L.P.	0.6%	584.89K	30.87M	79.51K	+15.73%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.63%	613.85K	32.4M	-30.11K	-4.68%
Sep 30, 2025	WALLEYE CAPITAL LLC	0.38%	369.97K	19.53M	369.97K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.61%	592.32K	31.26M	-31.06K	-4.98%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.14%	138.82K	7.33M	22.86K	+19.71%
Sep 30, 2025	PEAK6 LLC	0.17%	166.2K	8.77M	166.2K	+100.00%
Sep 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.18%	171.16K	9.03M	4.74K	+2.85%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.18%	171.21K	9.04M	-10.92K	-6.00%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.18%	177.65K	9.38M	-23.73K	-11.78%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.88%	862.41K	45.52M	22.28K	+2.65%
Sep 30, 2025	MORGAN STANLEY	1.52%	1.48M	78.18M	-158.83K	-9.68%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.93%	1.88M	99.44M	192.01K	+11.35%
Sep 30, 2025	STATE STREET CORP	2.06%	2.01M	105.92M	-101.44K	-4.81%
Sep 30, 2025	ARIEL INVESTMENTS, LLC	5.38%	5.25M	276.88M	-508.11K	-8.83%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	7.96%	7.76M	409.55M	835.91K	+12.07%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	1.2%	1.17M	61.53M	123.27K	+11.82%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	1.39%	1.36M	71.75M	2.87K	+0.21%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	1.63%	1.59M	83.83M	-190.04K	-10.69%
Sep 30, 2025	EPOCH INVESTMENT PARTNERS, INC.	1.65%	1.61M	85.01M	-32.58K	-1.98%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.66%	1.62M	85.52M	101.76K	+6.70%
Sep 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.19%	183.65K	9.69M	25	+0.01%
Sep 30, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.19%	189.82K	10.02M	-5.26K	-2.70%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.2%	195.72K	10.33M	-10.08K	-4.90%
Sep 30, 2025	PENN CAPITAL MANAGEMENT COMPANY, LLC	0.28%	274.81K	14.54M	43.08K	+18.59%
Sep 30, 2025	NUVEEN, LLC	0.3%	295.6K	15.6M	102.78K	+53.30%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.32%	314.23K	16.59M	-140.06K	-30.83%
Sep 30, 2025	MACKENZIE FINANCIAL CORP	0.36%	347.56K	18.33M	317.74K	+1,065.31%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.36%	351.27K	18.54M	12.72K	+3.76%
Sep 30, 2025	CITIGROUP INC	0.37%	358.22K	18.91M	-9.63K	-2.62%
Sep 30, 2025	CRAWFORD INVESTMENT COUNSEL INC	0.37%	361.34K	19.07M	-12.4K	-3.32%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.31%	302.44K	14.51M	14.87K	+5.17%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	1.07%	1.04M	50.02M	-174.93K	-14.37%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.66%	643.96K	30.9M	-32.13K	-4.75%
Jun 30, 2025	NORTHERN TRUST CORP	0.64%	623.37K	29.91M	-88.62K	-12.45%
Jun 30, 2025	FEDERATED HERMES, INC.	0.6%	584.91K	28.06M	-61.97K	-9.58%
Jun 30, 2025	NO STREET GP LP	0.56%	550K	26.39M	-100K	-15.38%
Jun 30, 2025	RANGER INVESTMENT MANAGEMENT, L.P.	0.52%	505.39K	24.25M	153.15K	+43.48%
Jun 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	2.43%	2.37M	113.54M	-1.42M	-37.54%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	1.74%	1.7M	81.66M	-122.76K	-6.73%
Jun 30, 2025	FIL LTD	0.57%	553.64K	26.56M	169.93K	+44.29%
Jun 30, 2025	SOROS FUND MANAGEMENT LLC	0.16%	160.75K	7.71M	26.8K	+20.01%
Jun 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.14%	134.3K	6.44M	134.3K	+100.00%
Jun 30, 2025	AMICA MUTUAL INSURANCE CO	0.12%	120.71K	5.79M	39.26K	+48.21%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.11%	106.62K	5.12M	-6.2K	-5.49%
Jun 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.03%	30.64K	1.47M	30.64K	+100.00%
Jun 30, 2025	MACKENZIE FINANCIAL CORP	0.03%	29.83K	1.43M	5.89K	+24.60%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.03%	28.07K	1.35M	90	+0.32%
Jun 30, 2025	ARIZONA STATE RETIREMENT SYSTEM	0.03%	26.24K	1.26M	285	+1.10%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.03%	26.1K	1.25M	16.32K	+166.98%
Jun 30, 2025	ADVENT CAPITAL MANAGEMENT /DE/	0.03%	25K	1.2M	25K	+100.00%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.02%	24.3K	1.17M	-4.5K	-15.62%
Jun 30, 2025	SOUTHEASTERN ASSET MANAGEMENT INC/TN/	0.02%	22.86K	1.1M	0	0
Jun 30, 2025	GREAT LAKES RETIREMENT, INC.	0.02%	22.2K	1.06M	1.29K	+6.16%
Jun 30, 2025	GREENWOOD CAPITAL ASSOCIATES LLC	0.02%	19.71K	945.69K	19.71K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.02%	18.48K	886.66K	-3.37K	-15.44%
Jun 30, 2025	DARK FOREST CAPITAL MANAGEMENT LP	0.02%	18.38K	881.63K	-15.98K	-46.51%
Jun 30, 2025	CONSOLIDATED PLANNING CORP	0.02%	16.24K	779.2K	16.24K	+100.00%
Jun 30, 2025	FRANK, RIMERMAN ADVISORS LLC	0.02%	16.09K	771.85K	16.09K	+100.00%
Jun 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.01%	12.46K	597.93K	-1.03K	-7.62%
Jun 30, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.01%	11.91K	571.51K	11.91K	+100.00%
Jun 30, 2025	BOKF, NA	0.22%	212.28K	10.19M	148.81K	+234.44%
Jun 30, 2025	ICON ADVISERS INC/CO	0.07%	65.6K	3.15M	0	0
Jun 30, 2025	CALLAHAN ADVISORS, LLC	0.06%	58.96K	2.83M	1.16K	+2.01%
Jun 30, 2025	ARGENT TRUST CO	0.05%	46.72K	2.24M	1.19K	+2.62%
Jun 30, 2025	OLIVER LUXXE ASSETS LLC	0.05%	46.59K	2.24M	517	+1.12%
Jun 30, 2025	BRYN MAWR TRUST CO	0.05%	46.09K	2.21M	0	0
Jun 30, 2025	AMG NATIONAL TRUST BANK	0.05%	43.95K	2.11M	43.95K	+100.00%
Jun 30, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.04%	43.65K	2.09M	4.36K	+11.10%
Jun 30, 2025	CALTON & ASSOCIATES, INC.	0.03%	31.41K	832.38K	5.69K	+22.10%
Jun 30, 2025	ROYCE & ASSOCIATES LP	0.93%	910.17K	43.67M	62.37K	+7.36%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.5%	488.66K	23.45M	-19.85K	-3.90%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.47%	454.29K	21.8M	216K	+90.65%
Jun 30, 2025	CRAWFORD INVESTMENT COUNSEL INC	0.38%	373.73K	17.93M	8.7K	+2.38%
Jun 30, 2025	PENN CAPITAL MANAGEMENT COMPANY, LLC	0.24%	231.72K	11.15M	-104.02K	-30.98%
Jun 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.22%	218.41K	10.48M	218.41K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	7.86%	7.66M	367.6M	-734K	-8.74%
Jun 30, 2025	ARIEL INVESTMENTS, LLC	5.9%	5.75M	276.08M	134.72K	+2.40%
Jun 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.19%	183.62K	8.81M	2.47K	+1.36%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.19%	182.13K	8.74M	1.01K	+0.56%
Jun 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.17%	166.42K	7.98M	0	0
Jun 30, 2025	CAMBIAR INVESTORS LLC	0.17%	162.51K	7.8M	162.51K	+100.00%
Jun 30, 2025	FREEMONT MANAGEMENT S.A.	0.11%	102.8K	4.93M	24.1K	+30.62%
Jun 30, 2025	COLONY GROUP, LLC	0.1%	101.21K	4.86M	-2.57K	-2.47%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	84.62K	4.06B	0	0
Jun 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.08%	77.84K	3.73M	5.93K	+8.25%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.07%	63.78K	3.06B	51.22K	+407.70%
Jun 30, 2025	ILLINOIS MUNICIPAL RETIREMENT FUND	0.07%	63.65K	3.05M	49.51K	+350.00%
Jun 30, 2025	FIRST NATIONAL TRUST CO	0.06%	57.19K	2.74M	21.99K	+62.46%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.06%	55.71K	2.67M	-28.61K	-33.93%
Jun 30, 2025	M&T BANK CORP	0.06%	55.45K	2.66M	-598	-1.07%
Jun 30, 2025	WEISS ASSET MANAGEMENT LP	0.06%	55.43K	2.66M	55.43K	+100.00%
Jun 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0.06%	54K	2.59M	54K	+100.00%
Jun 30, 2025	LESA SROUFE & CO	0.05%	52.62K	2.53M	1.57K	+3.07%
Jun 30, 2025	JACKSON HOLE CAPITAL PARTNERS, LLC	0.05%	52.34K	2.51M	16.11K	+44.48%
Jun 30, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.05%	51.36K	2.46M	1.28K	+2.55%
Jun 30, 2025	PAULSON WEALTH MANAGEMENT INC.	0.05%	48.76K	2.34M	0	0
Jun 30, 2025	EPOCH INVESTMENT PARTNERS, INC.	1.68%	1.64M	78.84M	-4.82K	-0.29%
Jun 30, 2025	INVESCO LTD.	1.24%	1.21M	58.04M	-73.71K	-5.74%
Jun 30, 2025	O'KEEFE STEVENS ADVISORY, INC.	0.22%	218.89K	10.5M	3.83K	+1.78%
Jun 30, 2025	FMR LLC	11.55%	11.27M	540.51M	190.01K	+1.72%
Jun 30, 2025	MORGAN STANLEY	1.68%	1.64M	78.69B	-542.4K	-24.85%
Jun 30, 2025	ROYAL BANK OF CANADA	0.96%	936.31K	44.93M	-142.97K	-13.25%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.06%	1.03M	49.59M	18.33K	+1.81%
Jun 30, 2025	CITIGROUP INC	0.38%	367.85K	17.65M	8.88K	+2.47%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.35%	338.55K	16.24M	338.55K	+100.00%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.32%	310.44K	14.89M	-418.16K	-57.39%
Jun 30, 2025	GW HENSSLER & ASSOCIATES LTD	0.32%	307.87K	14.77M	307.87K	+100.00%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.22%	210.46K	10.1M	-59.36K	-22.00%
Jun 30, 2025	SWEDBANK AB	0.21%	207K	9.93M	0	0
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.21%	205.8K	9.87M	2.69K	+1.32%
Jun 30, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.2%	195.08K	9.36M	0	0
Jun 30, 2025		0.2%	192.82K	9.25M	-61.18K	-24.09%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	304.97K	14.63M	72.27K	+31.06%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.31%	304.7K	14.62M	-536.1K	-63.76%
Jun 30, 2025	UBS GROUP AG	0.3%	289.22K	13.88M	49.25K	+20.52%
Jun 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.3%	288.55K	13.84M	282.13K	+4,391.11%
Jun 30, 2025	MACQUARIE GROUP LTD	0.19%	188.52K	9.05M	62.63K	+49.74%
Jun 30, 2025	VANGUARD GROUP INC	11.21%	10.94M	524.69M	277.38K	+2.60%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	7.1%	6.92M	332.19M	824.36K	+13.52%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.45%	2.39M	114.49M	-42.88K	-1.77%
Jun 30, 2025	STATE STREET CORP	2.16%	2.11M	101.15M	180.24K	+9.35%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	1.96%	1.91M	91.86M	270.17K	+16.43%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	1.82%	1.78M	85.33M	-5.88K	-0.33%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.73%	1.69M	81.19M	1.14K	+0.07%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.56%	1.52M	72.86M	196.37K	+14.85%
Jun 30, 2025	NORGES BANK	1.42%	1.39M	66.55M	1.39M	+100.00%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	1.39%	1.36M	65.09M	-122.75K	-8.30%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.86%	840.13K	40.31B	80.26K	+10.56%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.73%	714.98K	34.3M	714.98K	+100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.21%	201.38K	9.66B	162.97K	+424.26%
Jun 30, 2025	NUVEEN, LLC	0.2%	192.82K	9.25M	-61.18K	-24.09%
Mar 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	3.98%	3.79M	164.03M	-641.48K	-14.48%
Mar 31, 2025	INVESCO LTD.	1.35%	1.28M	55.57M	82.88K	+6.90%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.55%	2.43M	105.19M	131.43K	+5.72%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	1.92%	1.82M	79.01M	-37.72K	-2.03%
Mar 31, 2025	STATE STREET CORP	2.02%	1.93M	83.48M	-47K	-2.38%
Mar 31, 2025	MORGAN STANLEY	2.29%	2.18M	94.5M	-464.2K	-17.54%
Mar 31, 2025	AMUNDI	2.38%	2.26M	87.56M	1.33M	+141.60%
Mar 31, 2025	ARIEL INVESTMENTS, LLC	5.9%	5.62M	243.31M	21.07K	+0.38%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	6.4%	6.1M	264.1M	5.85M	+2,324.44%
Mar 31, 2025	CRAWFORD INVESTMENT COUNSEL INC	0.38%	365.03K	15.81M	7.96K	+2.23%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.07%	1.02M	43.96M	-48.95K	-4.60%
Mar 31, 2025	BLACKROCK, INC.	8.81%	8.4M	363.52M	-93.5K	-1.10%
Mar 31, 2025	ROYAL BANK OF CANADA	1.13%	1.08M	46.73M	-61.16K	-5.36%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.76%	728.6K	31.55M	-6.37K	-0.87%
Mar 31, 2025	FEDERATED HERMES, INC.	0.68%	646.88K	28.01M	15.81K	+2.51%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.53%	508.51K	22.02M	280.66K	+123.18%
Mar 31, 2025	CITIGROUP INC	0.38%	358.97K	15.54M	17.42K	+5.10%
Mar 31, 2025	RANGER INVESTMENT MANAGEMENT, L.P.	0.37%	352.24K	15.25M	-4.64K	-1.30%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.28%	269.82K	11.68M	-6.32K	-2.29%
Mar 31, 2025		0.27%	254K	11M	254K	+100.00%
Mar 31, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.2%	195.08K	8.45M	-120.02K	-38.09%
Mar 31, 2025	O'KEEFE STEVENS ADVISORY, INC.	0.23%	215.06K	9.31M	4.01K	+1.90%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.88%	840.8K	36.41M	-309.9K	-26.93%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.23%	219.74K	9.51M	-260.75K	-54.27%
Mar 31, 2025	ROYCE & ASSOCIATES LP	0.89%	847.8K	36.71M	-8.11K	-0.95%
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	1.28%	1.22M	52.72M	23.35K	+1.96%
Mar 31, 2025	VANGUARD GROUP INC	11.19%	10.66M	461.5M	-130.35K	-1.21%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.25%	238.29K	10.32M	18.44K	+8.39%
Mar 31, 2025	TD ASSET MANAGEMENT INC	0.19%	181.13K	7.84M	-47.79K	-20.88%
Mar 31, 2025	SWISS NATIONAL BANK	0.18%	175.2K	7.59M	-2.1K	-1.18%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	1.87%	1.78M	77.26M	-155.6K	-8.02%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.78%	1.69M	73.21M	406.23K	+31.62%
Mar 31, 2025	EPOCH INVESTMENT PARTNERS, INC.	1.73%	1.65M	71.36M	-183.68K	-10.03%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	1.73%	1.64M	71.2M	487.57K	+42.15%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	1.55%	1.48M	63.86M	117.99K	+8.67%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.4%	378.3K	16.38M	-308.32K	-44.90%
Mar 31, 2025	SWEDBANK AB	0.22%	207K	8.96M	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	232.7K	10.08M	70.69K	+43.63%
Mar 31, 2025	CRESTWOOD ADVISORS GROUP LLC	0.19%	181.16K	7.84M	-3.81K	-2.06%
Mar 31, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.17%	166.42K	7.21M	9K	+5.72%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.39%	1.32M	57.25M	227.42K	+20.77%
Mar 31, 2025	NO STREET GP LP	0.68%	650K	28.15M	75K	+13.04%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.3%	287.57K	12.45M	25.48K	+9.72%
Mar 31, 2025	PENN CAPITAL MANAGEMENT COMPANY, LLC	0.35%	335.75K	14.58M	25.16K	+8.10%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.71%	676.09K	29.27M	-2.52K	-0.37%
Mar 31, 2025	NORTHERN TRUST CORP	0.75%	711.99K	30.83M	18.39K	+2.65%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.8%	759.87K	32.9M	163.98K	+27.52%
Mar 31, 2025	FMR LLC	11.63%	11.08M	479.56M	2.43M	+28.13%
Mar 31, 2025	FIL LTD	0.4%	383.71K	16.61M	-36.09K	-8.60%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.21%	203.12K	8.79M	-69	-0.03%
Mar 31, 2025	UBS GROUP AG	0.25%	239.96K	10.39M	-65.5K	-21.44%
Mar 31, 2024	ACCESS INVESTMENT MANAGEMENT LLC	0.13%	115.16K	4.33M	90	+0.08%
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.1%	89.96K	3.38M	-6.83K	-7.06%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.05%	46.02K	1.73M	9.64K	+26.48%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.05%	47.81K	1.8M	-1.8K	-3.63%
Mar 31, 2024	CHATHAM CAPITAL GROUP, INC.	0.06%	51.79K	1.95M	5.7K	+12.37%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.06%	55.09K	2.07M	0	0
Mar 31, 2024	CREDIT SUISSE AG/	0.06%	56.82K	2.14M	6.86K	+13.74%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.06%	57.18K	2.15M	-19	-0.03%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.07%	59.68K	2.25M	-10.24K	-14.64%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.07%	60.52K	1.76M	-3.32K	-5.20%
Mar 31, 2024	GABELLI FUNDS LLC	0.07%	63K	2.37M	-2K	-3.08%
Mar 31, 2024	QUANTEDGE CAPITAL PTE LTD	0.08%	74.5K	2.8M	41K	+122.39%
Mar 31, 2024	BRIDGE CITY CAPITAL, LLC	0.09%	82.64K	3.11M	647	+0.79%
Mar 31, 2024	SWISS NATIONAL BANK	0.09%	84.4K	3.18M	-500	-0.59%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.1%	87.69K	3.3M	-1.65K	-1.85%
Mar 31, 2024	PARALLAX VOLATILITY ADVISERS, L.P.	0.14%	125K	4.7M	125K	+100.00%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0.16%	142.31K	5.35M	-25.47K	-15.18%
Mar 31, 2024	RHUMBLINE ADVISERS	0.19%	171.88K	6.47M	-31.3K	-15.41%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.2%	178.61K	6.72M	13.48K	+8.16%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.2%	182.79K	6.88M	19.24K	+11.76%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.22%	195.11K	7.34M	-594.23K	-75.28%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.52%	469.09K	17.64M	-45.74K	-8.88%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.56%	502.71K	18.91M	-21.04K	-4.02%
Mar 31, 2024	MORGAN STANLEY	0.56%	506.46K	19.05M	-45.1K	-8.18%
Mar 31, 2024	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.6%	544.19K	20.47M	-11.3K	-2.03%
Mar 31, 2024	SCOPUS ASSET MANAGEMENT, L.P.	0.68%	625K	23.51M	-10K	-1.57%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.72%	654.57K	24.63M	3.37K	+0.52%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.83%	753.21K	28.34M	-10.62K	-1.39%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.89%	810.66K	30.5M	118.66K	+17.15%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.94%	858.26K	32.29M	150.81K	+21.32%
Mar 31, 2024	BROWN ADVISORY INC	0.94%	861.51K	32.41M	-121.3K	-12.34%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.05%	949.5K	35.73M	21.45K	+2.31%
Mar 31, 2024	MACQUARIE GROUP LTD	1.32%	1.19M	44.72M	-31.74K	-2.60%
Mar 31, 2024	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.33%	1.21M	45.71M	-1.85K	-0.15%
Mar 31, 2024	LSV ASSET MANAGEMENT	1.97%	1.8M	67.76M	-38.8K	-2.11%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	3.5%	3.16M	118.96M	-22.67K	-0.71%
Mar 31, 2024	VANGUARD GROUP INC	5.65%	5.1M	191.74M	-19.48K	-0.38%
Mar 31, 2024	BLACKROCK INC.	7.44%	6.71M	252.41M	-156.59K	-2.28%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.22%	199.14K	7.49M	199.14K	+100.00%
Mar 31, 2024	NORDEA INVESTMENT MANAGEMENT AB	0.23%	212.38K	7.98M	-597	-0.28%
Mar 31, 2024	DANA INVESTMENT ADVISORS, INC.	0.24%	219.73K	8.27M	219.73K	+100.00%
Mar 31, 2024	PACER ADVISORS, INC.	1.42%	1.3M	48.79M	190.57K	+17.22%
Mar 31, 2024	STATE STREET CORP	1.87%	1.68M	63.36M	7.4K	+0.44%
Mar 31, 2024	SILVERCREST ASSET MANAGEMENT GROUP LLC	1.89%	1.72M	64.89M	-300.57K	-14.84%
Mar 31, 2024	REGAL INVESTMENT ADVISORS LLC	0.12%	109.86K	4.13M	0	0
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.13%	116.01K	4.36M	-851	-0.73%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.13%	118.61K	4.46M	-188.73K	-61.41%
Mar 31, 2024	HRT FINANCIAL LP	0.13%	121.86K	4.58M	45.58K	+59.75%
Mar 31, 2024	PHOCAS FINANCIAL CORP.	0.13%	122.14K	4.6M	-3.2K	-2.55%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.14%	123.83K	4.66M	749	+0.61%
Mar 31, 2024	GAMCO INVESTORS, INC. ET AL	0.25%	231.5K	8.71M	-1.5K	-0.64%
Mar 31, 2024	NICHOLAS COMPANY, INC.	0.26%	233.64K	8.79M	45	+0.02%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.26%	235.07K	8.84M	1.74K	+0.75%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.27%	248.61K	9.35M	-8.58K	-3.34%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.3%	269.07K	10.12M	3.56K	+1.34%
Mar 31, 2024	JPMORGAN CHASE & CO	0.31%	282.14K	10.61M	-10.29K	-3.52%
Mar 31, 2024	GLENMEDE TRUST CO NA	0.37%	336.54K	12.66M	22.87K	+7.29%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.37%	336.66K	12.66M	59.79K	+21.59%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.38%	344.61K	12.96M	13.48K	+4.07%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.39%	350K	13.17M	-21.58K	-5.81%
Mar 31, 2024	INVESCO LTD.	0.41%	373.04K	14.03M	-18.72K	-4.78%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.48%	440.7K	16.58M	440.7K	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0.5%	450.33K	16.94M	-17.9K	-3.82%
Mar 31, 2024	ARCHPOINT INVESTORS	0.51%	466.75K	17.56M	0	0
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.37%	331.13K	12.23M	14.87K	+4.70%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.42%	371.57K	13.72M	-45.43K	-10.89%
Dec 31, 2023	INVESCO LTD.	0.44%	391.76K	14.46M	-111.35K	-22.13%
Dec 31, 2023	ARCHPOINT INVESTORS	0.52%	466.75K	17.23M	0	0
Dec 31, 2023	NORTHERN TRUST CORP	0.52%	468.23K	17.29M	-5.37K	-1.13%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.58%	514.83K	19.01M	5.01K	+0.98%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.59%	523.75K	19.34M	-86.84K	-14.22%
Dec 31, 2023	MORGAN STANLEY	0.62%	551.56K	20.36M	-12.76K	-2.26%
Dec 31, 2023	BROWN ADVISORY INC	1.1%	982.82K	36.29M	-35.26K	-3.46%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.04%	928.05K	34.27M	43.27K	+4.89%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.88%	789.34K	29.14M	190.65K	+31.84%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.85%	763.83K	28.2M	-72	-0.01%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.79%	707.45K	26.12M	119.19K	+20.26%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	0.77%	692K	25.55M	8.72K	+1.28%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.73%	651.19K	24.04M	276.06K	+73.59%
Dec 31, 2023	SCOPUS ASSET MANAGEMENT, L.P.	0.71%	635K	23.44M	135K	+27.00%
Dec 31, 2023	VANGUARD GROUP INC	5.72%	5.12M	188.89M	8.49K	+0.17%
Dec 31, 2023	BLACKROCK INC.	7.68%	6.87M	253.49M	250.23K	+3.78%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	3.56%	3.18M	117.58M	35.96K	+1.14%
Dec 31, 2023	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.11%	96.79K	3.57M	-3.09K	-3.10%
Dec 31, 2023	VERITION FUND MANAGEMENT LLC	0.11%	97.32K	3.59M	85.79K	+743.58%
Dec 31, 2023	REGAL INVESTMENT ADVISORS LLC	0.12%	109.86K	4.06M	0	0
Dec 31, 2023		0.13%	115.07K	4.25M	115.07K	+100.00%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.13%	116.86K	4.31M	-12.26K	-9.50%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.14%	123.09K	4.54M	-1.43K	-1.15%
Dec 31, 2023	PHOCAS FINANCIAL CORP.	0.14%	125.33K	4.63M	2.41K	+1.96%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.16%	146.8K	5.42M	-46.2K	-23.94%
Dec 31, 2023	SILVERCREST ASSET MANAGEMENT GROUP LLC	2.27%	2.03M	74.78M	-47.61K	-2.30%
Dec 31, 2023	LSV ASSET MANAGEMENT	2.06%	1.84M	67.93M	-54.06K	-2.85%
Dec 31, 2023	STATE STREET CORP	1.88%	1.68M	61.91M	12.25K	+0.74%
Dec 31, 2023	MACQUARIE GROUP LTD	1.36%	1.22M	45.06M	-718.09K	-37.04%
Dec 31, 2023	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.36%	1.22M	44.93M	-23.4K	-1.89%
Dec 31, 2023	PACER ADVISORS, INC.	1.24%	1.11M	40.85M	192.55K	+21.07%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.18%	163.55K	6.04M	128.86K	+371.39%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.18%	165.13K	6.1B	14.87K	+9.90%
Dec 31, 2023	ALLIANZ ASSET MANAGEMENT GMBH	0.19%	167.78K	6.19M	43.4K	+34.90%
Dec 31, 2023	NORGES BANK	0.2%	175.09K	6.46M	175.09K	+100.00%
Dec 31, 2023	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.62%	555.49K	20.51M	-7.16K	-1.27%
Dec 31, 2023	RHUMBLINE ADVISERS	0.23%	203.18K	7.5M	-7.9K	-3.74%
Dec 31, 2023	NORDEA INVESTMENT MANAGEMENT AB	0.24%	212.98K	7.91M	-6.83K	-3.11%
Dec 31, 2023	GAMCO INVESTORS, INC. ET AL	0.26%	233K	8.6M	-26K	-10.04%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.26%	233.33K	8.61M	-6.91K	-2.88%
Dec 31, 2023	NICHOLAS COMPANY, INC.	0.26%	233.59K	8.62M	0	0
Dec 31, 2023	SMITH, GRAHAM & CO., INVESTMENT ADVISORS, LP	0.27%	240.85K	8.89M	-1.43K	-0.59%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.29%	257.19K	9.5M	-21.47K	-7.70%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.3%	265.51K	9.8M	-23.34K	-8.08%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.31%	276.87K	10.22M	23.58K	+9.31%
Dec 31, 2023	JPMORGAN CHASE & CO	0.33%	292.43K	10.8M	33.94K	+13.13%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.34%	307.34K	11.35M	-12.03K	-3.77%
Dec 31, 2023	GLENMEDE TRUST CO NA	0.35%	313.67K	11.58M	-14K	-4.27%

Insiders

Insiders	Designation	Shares Held
GOLDMAN SACHS GROUP INC/	10 percent owner	4.77M
JACOBS KENNETH M	Executive Chairman	1.52M
BHUTANI ASHISH	CEO of Lazard Asset Management	711.8K
PARR GARY	director	348.88K
BUCAILLE MATTHIEU	Chief Financial Officer	268.65K
RUSSO EVAN L	CEO of Asset Management	227.92K
ORSZAG PETER RICHARD	CEO & Chairman	210.94K
SOTO ALEXANDRA	Chief Operating Officer	113.87K
HOFFMAN SCOTT D	CAO and General Counsel	68.1K
JORDAN VERNON E JR	director	52.47K
STERN ALEXANDER F.	President	50.26K
CASTELLANO MICHAEL J	Chief Financial Officer	49.47K
HOGBIN CHRISTOPHER	CEO Asset Management	11.83K
RAGONE DOMINICK	Chief Accounting Officer	6.23K
MENDILLO JANE L	director	1.4K
HITTNER RICHARD	Chief Accounting Officer	0
GATHY MICHAEL	Chief Accounting Officer	0
GOLUB STEVEN J	Vice Chairman	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 19, 2026	HOGBIN CHRISTOPHER	SALE	39.37	3.94K	155.28K	11.83K
Mar 18, 2026	HOGBIN CHRISTOPHER	SALE	40.37	7.89K	318.32K	15.77K
Mar 17, 2026	ORSZAG PETER RICHARD	SALE	41.66	2K	83.32K	210.94K
Sep 16, 2025	ORSZAG PETER RICHARD	SALE	54.09	32.48K	1.76M	183.27K
Sep 11, 2025	RUSSO EVAN L	SALE	56.95	50K	2.85M	227.92K
Sep 10, 2025	RUSSO EVAN L	SALE	55.71	25K	1.39M	277.92K
Sep 10, 2025	GATHY MICHAEL	SALE	55.37	617	34.16K	0
Jun 11, 2025	SOTO ALEXANDRA	SALE	43.81	85.89K	3.76M	113.87K
Mar 17, 2025	ORSZAG PETER RICHARD	SALE	45.91	26.35K	1.21M	170.29K
Mar 14, 2025	ORSZAG PETER RICHARD	SALE	45.51	37.33K	1.7M	234.82K
Feb 14, 2025	RUSSO EVAN L	SALE	55.32	25K	1.38M	163.45K
Feb 13, 2025	RUSSO EVAN L	SALE	54.00	15K	810K	19.34K
Feb 12, 2025	RUSSO EVAN L	SALE	53.40	50K	2.67M	34.34K
Sep 04, 2024	JACOBS KENNETH M	SALE	48.30	28.8K	1.39M	1.52M
Sep 03, 2024	JACOBS KENNETH M	SALE	49.25	2.03K	99.98K	204.28K
Aug 26, 2024	JACOBS KENNETH M	SALE	50.02	53.05K	2.65M	276.01K
Aug 23, 2024	JACOBS KENNETH M	SALE	50.01	1.22K	61.11K	329.06K
Jul 16, 2024	JACOBS KENNETH M	SALE	45.23	127K	5.74M	330.28K
Jul 09, 2024	JACOBS KENNETH M	SALE	40.19	28.29K	1.14M	457.28K
Jun 03, 2024	JACOBS KENNETH M	SALE	40.00	4.15K	165.96K	485.57K
May 31, 2024	JACOBS KENNETH M	SALE	41.21	1.14K	47.02K	489.72K
Mar 13, 2024	RUSSO EVAN L	SALE	39.35	75K	2.95M	227.45K
Feb 21, 2024	GATHY MICHAEL	SALE	37.62	5	188.1	0
Feb 20, 2024	GATHY MICHAEL	SALE	38.28	99	3.79K	19
Feb 16, 2024	GATHY MICHAEL	SALE	38.03	76	2.89K	118
Feb 15, 2024	GATHY MICHAEL	SALE	37.90	155	5.87K	194
Feb 14, 2024	GATHY MICHAEL	SALE	37.22	385	14.33K	0
Nov 29, 2022	STERN ALEXANDER F.	SALE	36.39	49K	1.78M	50.26K
May 31, 2022	STERN ALEXANDER F.	SALE	35.29	70K	2.47M	209.26K
Nov 23, 2021	HOFFMAN SCOTT D	SALE	46.20	25K	1.16M	68.1K
Aug 31, 2021	RAGONE DOMINICK	SALE	47.54	19.89K	945.59K	6.23K
Aug 20, 2021	STERN ALEXANDER F.	SALE	45.50	90K	4.1M	127.58K
Mar 02, 2021	BHUTANI ASHISH	SALE	40.52	200K	8.1M	711.8K
Mar 02, 2021	HOFFMAN SCOTT D	SALE	40.52	25K	1.01M	92.45K
Mar 01, 2021	STERN ALEXANDER F.	SALE	38.69	50K	1.93M	215.82K
Aug 20, 2020	STERN ALEXANDER F.	SALE	30.98	17.73K	549.19K	188.22K
Aug 19, 2020	STERN ALEXANDER F.	SALE	31.54	44.38K	1.4M	205.95K
Aug 18, 2020	STERN ALEXANDER F.	SALE	31.59	64.89K	2.05M	250.33K
Aug 11, 2020	HOFFMAN SCOTT D	SALE	32.63	80K	2.61M	76.3K
Mar 03, 2020	STERN ALEXANDER F.	SALE	37.95	50K	1.9M	315.22K
Nov 12, 2019	RAGONE DOMINICK	SALE	38.62	4.29K	165.79K	13.53K
Nov 08, 2019	HOFFMAN SCOTT D	SALE	38.25	40K	1.53M	114.91K
Aug 21, 2019	HOFFMAN SCOTT D	SALE	34.04	30K	1.02M	154.91K
Mar 05, 2018	STERN ALEXANDER F.	SALE	53.02	50K	2.65M	125.7K
Mar 02, 2018	HOFFMAN SCOTT D	SALE	52.13	15K	781.95K	88.73K
Mar 02, 2018	STERN ALEXANDER F.	SALE	53.47	15.16K	810.61K	175.7K
May 30, 2017	BUCAILLE MATTHIEU	SALE	44.81	90K	4.03M	268.65K
May 16, 2017	HOFFMAN SCOTT D	SALE	45.13	35K	1.58M	43.61K
May 11, 2017	STERN ALEXANDER F.	SALE	44.75	65K	2.91M	101.18K
Mar 02, 2017	HOFFMAN SCOTT D	SALE	43.16	20K	863.2K	78.61K
Mar 01, 2017	STERN ALEXANDER F.	SALE	43.06	30.21K	1.3M	166.18K
Aug 09, 2016	HOFFMAN SCOTT D	SALE	34.92	42K	1.47M	30.42K
Aug 02, 2016	MENDILLO JANE L	PURCHASE	35.22	1.4K	49.31K	1.4K
Mar 03, 2015	STERN ALEXANDER F.	SALE	50.80	63K	3.2M	62.1K
May 12, 2014	HOFFMAN SCOTT D	SALE	49.65	40K	1.99M	46.88K
Feb 20, 2014	STERN ALEXANDER F.	SALE	44.56	44.31K	1.97M	0
Feb 19, 2014	BHUTANI ASHISH	SALE	45.15	24.89K	1.12M	306.6K
Feb 18, 2014	BHUTANI ASHISH	SALE	45.15	121.06K	5.47M	331.48K
Feb 12, 2014	STERN ALEXANDER F.	SALE	42.79	44.31K	1.9M	21.76K
Feb 11, 2014	STERN ALEXANDER F.	SALE	43.07	17.57K	756.52K	66.07K
May 06, 2013	BHUTANI ASHISH	SALE	32.72	49.5K	1.62M	388.98K
May 03, 2013	BHUTANI ASHISH	SALE	33.01	105K	3.47M	438.48K
May 02, 2013	BHUTANI ASHISH	SALE	32.55	99.26K	3.23M	543.48K
Mar 12, 2013	STERN ALEXANDER F.	SALE	36.50	27.5K	1M	61.08K
Mar 11, 2013	STERN ALEXANDER F.	SALE	36.61	32.5K	1.19M	88.58K
Mar 05, 2013	HOFFMAN SCOTT D	SALE	36.17	11K	397.87K	56.71K
Mar 04, 2013	HOFFMAN SCOTT D	SALE	35.87	11K	394.57K	67.71K
Nov 15, 2012	HOFFMAN SCOTT D	SALE	27.39	61.09K	1.67M	8.4K
Mar 01, 2012	HITTNER RICHARD	SALE	30.73	963	29.59K	0
Sep 14, 2011	HOFFMAN SCOTT D	SALE	25.42	14.27K	362.64K	0
Jun 15, 2011	HOFFMAN SCOTT D	SALE	35.90	20K	718.02K	14.27K
Nov 04, 2010	STERN ALEXANDER F.	SALE	35.77	94.17K	3.37M	17.84K
Nov 04, 2010	PARR GARY	SALE	35.77	35K	1.25M	348.88K
Nov 04, 2010	CASTELLANO MICHAEL J	SALE	35.77	152.26K	5.45M	49.47K
Nov 04, 2010	HOFFMAN SCOTT D	SALE	35.77	125K	4.47M	8.37K
Aug 06, 2010	PARR GARY	SALE	30.32	230K	6.97M	348.88K
Aug 06, 2010	JORDAN VERNON E JR	SALE	30.32	183.22K	5.56M	52.47K
Sep 11, 2009	GOLUB STEVEN J	SALE	37.00	260.58K	9.64M	0
Sep 11, 2009	STERN ALEXANDER F.	SALE	37.00	33.98K	1.26M	0
Sep 11, 2009	HOFFMAN SCOTT D	SALE	37.00	125.93K	4.66M	0
Jun 05, 2009	GOLUB STEVEN J	SALE	26.00	314.61K	8.18M	0
Jun 05, 2009	STERN ALEXANDER F.	SALE	26.00	41.02K	1.07M	0
Jun 05, 2009	HOFFMAN SCOTT D	SALE	26.00	60.17K	1.56M	0
Sep 09, 2008	GOLUB STEVEN J	SALE	37.00	307.68K	11.38M	0
Sep 09, 2008	HOFFMAN SCOTT D	SALE	37.00	105.04K	3.89M	0
May 13, 2005	GOLDMAN SACHS GROUP INC/	SALE	21.98	2K	43.96K	4.77M
May 12, 2005	GOLDMAN SACHS GROUP INC/	SALE	21.61	8K	172.88K	4.77M
May 11, 2005	GOLDMAN SACHS GROUP INC/	SALE	22.95	800	18.36K	5M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES13.83K3

NET SHARES-13.83K3

SHARES HELD238.54K3

% NET SHARES-105.8%0%

LAZ Stock Ownership Breakdown

Lazard

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions