How many institutions own LKFN 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 LKFN shares is 315, representing 86.63% of the company's common stock.

Who are the major shareholders selling Lakeland Financial Corporation stock?

AQR CAPITAL MANAGEMENT LLC, in the last quarter, reduced its stake in LKFN by -32.02% restricting it's holding to 80.62 thousand shares of worth nearly $4.60M. RHUMBLINE ADVISERS also lessened -4.61% of the LKFN shares from its portfolio, reducing its holding to 74.31 thousand shares of worth $4.24M. RAYMOND JAMES FINANCIAL INC also shunned LKFN shares holding by -9.37% last quarter which brought its holding to 293.81 thousand shares worth $16.84M.

Investors who are buying LKFN stock?

As per its latest 13F filing, KENNEDY CAPITAL MANAGEMENT LLC increased its stake in LKFN by 19.95% in the last quarter. The institutional holder raised its holding to 159.24 thousand shares having worth more than $9.09M. QUBE RESEARCH & TECHNOLOGIES LTD also added 120.64% more shares of LKFN to its portfolio, raising its holding to 173.43 thousand shares of worth $9.90M. FMR LLC also increased its LKFN shares holding by 24.97% which brought its holding to 194.18 thousand shares worth $11.08M.

LKFN's major insiders: who are they?

The insider with the most stakes in LKFN is FINDLAY DAVID M , CEO at the company. Additionally, LKFN stock is highly held by director WELCH M SCOTT and director KUBACKI MICHAEL L among others.

Did an insider recently sell LKFN stock?

Company executives, directors, and other insiders own 2.75% percent of Lakeland Financial Corporation's stock. Within the last six months, there have been 5 transaction(s) in which LKFN insiders have sold stock, totaling 13.53K shares. Insiders that have sold shares include TOOTHAKER BRADLEY J, FINDLAY DAVID M, and LENISKI STEPHANIE R.

Which insider recently purchased LKFN stock?

There have been 2 transaction(s) during the past 6-months in which Lakeland Financial Corporation insiders have bought stock, totalling 10296 shares

How much of LKFN does insiders own?

Around 258.75K Lakeland Financial Corporation shares are held by insiders, which represents about 2.75% of LKFN stock.

Who is the insider with the largest stake?

LKFN CEO, FINDLAY DAVID M holds the largest portfolio of the company's shares. LKFN shares owned by FINDLAY total nearly 113.92 thousand.

Which institution holds the most shares in LKFN?

AQR CAPITAL MANAGEMENT LLC is the largest institutional owner in LKFN which holds 80.62 thousand shares worth $4.60M or 0.31% of the total LKFN shares outstanding followed by KENNEDY CAPITAL MANAGEMENT LLC with ownership of 159.24 thousand shares representing 0.62% of the LKFN ownership. QUBE RESEARCH & TECHNOLOGIES LTD is the third largest stakeholder with 173.43 thousand shares or 0.68% of the ownership worth more than $9.90M.

Is Lakeland Financial Corporation stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the LKFN is concerned, it is a stock which is optionable.

Is there a short position on LKFN's shares?

Number of LKFN shares short is 2.19M. 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 LKFN shares are there?

As of today, 25.53M shares of LKFN are outstanding.

Is there many float in LKFN 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, LKFN has 24.70M shares in float.

LKFN 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 LKFN is 10.54.

Lakeland Financial (LKFN) 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 Shares8.58

Short Percent Of Float10.4

Shares Outstanding25.53M

Shares Float24.70M

Shares Short2.19M

Short Ratio10.54

10.4%

Short % of Float

8.58%

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

2.75% Percentage of Shares held by All Insiders

86.63% Percentage of Shares held by All Institutions

89.08% Percentage of Float held by Institutions

315

Number of Institutions Holding Shares

Institutional Ownership

About 86.63% of LKFN shares are held by financial institutions. AQR CAPITAL MANAGEMENT LLC is the top corporate investor, holding 80.62K shares valued at $4.60M. A 0.31% stake in Lakeland Financial Corporation is owned by the company. KENNEDY CAPITAL MANAGEMENT LLC owns 159.24K shares valued at $9.09M, which translates its holding of 0.62% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.31%	80.62K	4.6M	-37.98K	-32.02%
Dec 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.62%	159.24K	9.09M	26.48K	+19.95%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.68%	173.43K	9.9M	94.83K	+120.64%
Dec 31, 2025	FMR LLC	0.76%	194.18K	11.08M	38.81K	+24.97%
Dec 31, 2025	TIMUCUAN ASSET MANAGEMENT INC/FL	0.78%	199.76K	11.4M	0	0
Dec 31, 2025	RHUMBLINE ADVISERS	0.29%	74.31K	4.24M	-3.59K	-4.61%
Dec 31, 2025	TUDOR INVESTMENT CORP ET AL	0.37%	94.92K	5.42M	94.92K	+100.00%
Dec 31, 2025	PROSHARE ADVISORS LLC	0.42%	106.51K	6.08M	10.24K	+10.64%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.6%	153.71K	8.77M	669	+0.44%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.71%	180.88K	10.32M	68.68K	+61.22%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.81%	207.61K	11.85M	12.04K	+6.16%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.15%	293.81K	16.84M	-30.39K	-9.37%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.2%	306.83K	17.51M	-14.21K	-4.42%
Dec 31, 2025	BOSTON TRUST WALDEN CORP	1.34%	344.32K	19.65M	-29.01K	-7.77%
Dec 31, 2025	COPELAND CAPITAL MANAGEMENT, LLC	2.4%	615.68K	35.13M	-36.06K	-5.53%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.76%	706.22K	40.3M	-19.98K	-2.75%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.16%	297.79K	16.99M	21.86K	+7.92%
Dec 31, 2025	NORTHERN TRUST CORP	1.29%	330.01K	18.83M	-16.19K	-4.68%
Dec 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	2.83%	724.94K	41.36M	-135.33K	-15.73%
Dec 31, 2025	UNCOMMON CENTS INVESTING LLC	0.06%	15.27K	871.05K	0	0
Dec 31, 2025	SIPPICAN CAPITAL ADVISORS	0.07%	17.16K	979.38K	-6.5K	-27.47%
Dec 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.28%	327.36K	18.68M	-2K	-0.61%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.32%	81.37K	4.64M	16.32K	+25.09%
Dec 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.35%	88.4K	5.04M	-11.14K	-11.19%
Dec 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.35%	88.87K	5.07M	80.47K	+957.93%
Dec 31, 2025	INVESCO LTD.	0.41%	105.49K	6.02M	-2.64K	-2.44%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.46%	118K	6.73M	-8.24K	-6.53%
Dec 31, 2025	STATE STREET CORP	4.97%	1.27M	72.7M	-52.5K	-3.96%
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.07%	17.88K	1.02M	0	0
Dec 31, 2025	WINTON GROUP LTD	0.08%	20.74K	1.18M	221	+1.08%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.48%	121.88K	6.95M	-1.45K	-1.18%
Dec 31, 2025	MARSHALL WACE, LLP	0.12%	29.48K	1.68M	29.48K	+100.00%
Dec 31, 2025	BRIDGE CITY CAPITAL, LLC	0.12%	30.74K	1.75M	-4.93K	-13.83%
Dec 31, 2025	QUEST PARTNERS LLC	0.13%	32.55K	1.86M	20.99K	+181.70%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.13%	33.3K	1.9M	-3.84K	-10.34%
Dec 31, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.14%	36.19K	2.07M	32.1K	+785.32%
Dec 31, 2025	CITIGROUP INC	0.15%	37.82K	2.16M	10.14K	+36.62%
Dec 31, 2025	UBS GROUP AG	0.15%	38.09K	2.17B	-41.72K	-52.28%
Dec 31, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.15%	39.45K	2.25M	32.06K	+434.01%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.16%	41.86K	2.39M	18.13K	+76.41%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.17%	42.83K	2.44M	-3.94K	-8.42%
Dec 31, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.17%	42.85K	2.45M	0	0
Dec 31, 2025	BARCLAYS PLC	0.18%	46.05K	2.63M	8.63K	+23.07%
Dec 31, 2025	SEI INVESTMENTS CO	0.18%	46.45K	2.65M	3.1K	+7.16%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.19%	47.49K	2.71M	2.86K	+6.41%
Dec 31, 2025	ROYAL BANK OF CANADA	0.19%	47.91K	2.73M	-5.67K	-10.58%
Dec 31, 2025	1ST SOURCE BANK	0.19%	48.74K	2.78M	0	0
Dec 31, 2025	SWISS NATIONAL BANK	0.2%	50.45K	2.88M	1K	+2.02%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.25%	63.05K	3.6M	-5.23K	-7.66%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.32%	82.13K	4.69M	49.02K	+148.05%
Dec 31, 2025	CITADEL ADVISORS LLC	0.32%	82.15K	4.69M	51.61K	+169.05%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.32%	82.4K	4.7M	43.4K	+111.28%
Dec 31, 2025	NUVEEN, LLC	0.33%	83.69K	4.78M	-1.16K	-1.36%
Dec 31, 2025	JPMORGAN CHASE & CO	0.33%	84.18K	4.8M	-27.03K	-24.31%
Dec 31, 2025	DEUTSCHE BANK AG\	0.08%	21.14K	1.21M	-1.92K	-8.31%
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.09%	22.71K	1.3M	22.71K	+100.00%
Dec 31, 2025	HEARTLAND ADVISORS INC	0.09%	22.74K	1.3M	-309	-1.34%
Dec 31, 2025	JANE STREET GROUP, LLC	0.38%	98.37K	5.61M	38.71K	+64.87%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.51%	130.23K	7.43M	71.61K	+122.15%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.98%	251.47K	14.35M	71.06K	+39.39%
Dec 31, 2025	MORGAN STANLEY	0.99%	254.06K	14.5M	71.14K	+38.89%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.41%	617.75K	35.25M	-1.68K	-0.27%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.09%	1.05M	59.87M	15.61K	+1.51%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	6.96%	1.78M	101.73M	-105.77K	-5.60%
Dec 31, 2025	VANGUARD GROUP INC	7.37%	1.89M	107.72M	19.97K	+1.07%
Dec 31, 2025	BLACKROCK, INC.	13.9%	3.56M	203.2M	34K	+0.96%
Dec 31, 2025	MONARCH CAPITAL MANAGEMENT INC/	0.6%	153.47K	8.76M	-473	-0.31%
Dec 31, 2025	NEUMEIER POMA INVESTMENT COUNSEL LLC	1.88%	482.24K	27.52M	-11.23K	-2.27%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.09%	23.08K	1.32M	-730	-3.07%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.09%	23.42K	1.34M	-909	-3.74%
Dec 31, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.17%	42.3K	2.41M	42.3K	+100.00%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.22%	56.76K	3.24M	6.86K	+13.74%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.46%	116.63K	6.65M	-12.02K	-9.34%
Dec 31, 2025	NFJ INVESTMENT GROUP, LLC	1.75%	449.24K	25.63M	-25.85K	-5.44%
Dec 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.2%	50.53K	2.88M	-30.64K	-37.75%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.3%	76.5K	4.37M	23.2K	+43.52%
Sep 30, 2025	BOSTON TRUST WALDEN CORP	1.45%	373.33K	23.97M	373.33K	+100.00%
Sep 30, 2025	INVESCO LTD.	0.42%	108.13K	6.94M	24.94K	+29.97%
Sep 30, 2025	JPMORGAN CHASE & CO	0.43%	111.21K	7.14M	44.4K	+66.44%
Sep 30, 2025	SEI INVESTMENTS CO	0.17%	43.35K	2.78M	2.13K	+5.16%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.17%	44.63K	2.87M	-26.93K	-37.63%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.18%	46.77K	3M	-2.25K	-4.59%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.82%	726.2K	46.62M	-5.54K	-0.76%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	2.94%	755.79K	48.52M	-160.76K	-17.54%
Sep 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	3.35%	860.26K	55.23M	-21.68K	-2.46%
Sep 30, 2025	STATE STREET CORP	5.16%	1.33M	85.16M	-28K	-2.07%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.19%	49.9K	3.2M	-333.62K	-86.99%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.21%	53.31K	3.42M	-14.81K	-21.74%
Sep 30, 2025	ROYAL BANK OF CANADA	0.21%	53.58K	3.44M	-1.11K	-2.03%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.23%	58.62K	3.76M	-11.73K	-16.67%
Sep 30, 2025	JANE STREET GROUP, LLC	0.23%	59.66K	3.83M	47.09K	+374.57%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.25%	65.05K	4.18M	-42.38K	-39.45%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.27%	68.28K	4.38M	-2.14K	-3.04%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.31%	78.6K	5.05M	-37.26K	-32.16%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.76%	195.56K	12.56M	-2.54K	-1.28%
Sep 30, 2025	TIMUCUAN ASSET MANAGEMENT INC/FL	0.78%	199.76K	12.82M	650	+0.33%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.07%	275.94K	17.71M	-49.98K	-15.33%
Sep 30, 2025	1ST SOURCE BANK	0.19%	48.74K	3.13M	0	0
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	49.45K	3.17M	0	0
Sep 30, 2025	RHUMBLINE ADVISERS	0.3%	77.9K	5M	-3.52K	-4.32%
Sep 30, 2025	UBS GROUP AG	0.31%	79.8K	5.12M	17.11K	+27.28%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.49%	126.24K	8.1M	-4.65K	-3.55%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.5%	128.65K	8.26M	-1.35K	-1.04%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.52%	132.76K	8.52M	-8.74K	-6.18%
Sep 30, 2025	FMR LLC	0.6%	155.38K	9.98M	17.32K	+12.54%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.32%	81.17K	5.21M	-22.67K	-21.83%
Sep 30, 2025	PROSHARE ADVISORS LLC	0.37%	96.27K	6.18M	-9.39K	-8.89%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.44%	112.2K	7.2M	-18.29K	-14.02%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.46%	118.6K	7.61M	22.86K	+23.88%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.48%	123.34K	7.92M	-3.43K	-2.70%
Sep 30, 2025	NUVEEN, LLC	0.33%	84.84K	5.45M	-1.06K	-1.23%
Sep 30, 2025	TRUEMARK INVESTMENTS, LLC	0.36%	93.38K	5.99M	77.93K	+504.56%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.39%	99.54K	6.39M	12.44K	+14.28%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.7%	180.41K	11.58M	-39.94K	-18.12%
Sep 30, 2025	MORGAN STANLEY	0.71%	182.92K	11.74M	-35.11K	-16.10%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.25%	321.03K	20.61M	130.9K	+68.84%
Sep 30, 2025	NORTHERN TRUST CORP	1.35%	346.2K	22.23M	-10.34K	-2.90%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.6%	153.04K	9.83M	20.19K	+15.20%
Sep 30, 2025	NFJ INVESTMENT GROUP, LLC	1.85%	475.09K	30.5M	191.4K	+67.47%
Sep 30, 2025	NEUMEIER POMA INVESTMENT COUNSEL LLC	1.92%	493.47K	31.68M	29.04K	+6.25%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.26%	324.2K	20.81M	-11.8K	-3.51%
Sep 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.28%	329.36K	21.15M	-6.54K	-1.95%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.41%	619.43K	39.77M	-2.61K	-0.42%
Sep 30, 2025	COPELAND CAPITAL MANAGEMENT, LLC	2.53%	651.74K	41.84M	-37.37K	-5.42%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.02%	1.03M	66.36M	10.16K	+0.99%
Sep 30, 2025	VANGUARD GROUP INC	7.26%	1.87M	119.92M	-9.81K	-0.52%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	7.35%	1.89M	121.25M	376.58K	+24.91%
Sep 30, 2025	WINTON GROUP LTD	0.08%	20.52K	1.32M	62	+0.30%
Sep 30, 2025	HEARTLAND ADVISORS INC	0.09%	23.05K	1.48M	-250	-1.07%
Sep 30, 2025	DEUTSCHE BANK AG\	0.09%	23.06K	1.48M	-11.06K	-32.42%
Sep 30, 2025	SIPPICAN CAPITAL ADVISORS	0.09%	23.66K	1.52M	-60	-0.25%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.09%	23.73K	1.52M	23.73K	+100.00%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.09%	23.81K	1.53M	555	+2.39%
Sep 30, 2025	NEW AGE ALPHA ADVISORS, LLC	0.09%	23.81K	1.53M	-618	-2.53%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.09%	24.33K	1.56M	-341	-1.38%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.1%	25.64K	1.65M	-1K	-3.75%
Sep 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.1%	26.64K	1.71M	-701	-2.56%
Sep 30, 2025	CITIGROUP INC	0.11%	27.68K	1.78M	-13.07K	-32.07%
Sep 30, 2025	BRIDGE CITY CAPITAL, LLC	0.14%	35.68K	2.29M	-587	-1.62%
Sep 30, 2025	BARCLAYS PLC	0.15%	37.42K	2.4M	-22.29K	-37.33%
Sep 30, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.17%	42.85K	2.75M	-131	-0.30%
Sep 30, 2025	BLACKROCK, INC.	13.72%	3.53M	226.45M	-67.71K	-1.88%
Sep 30, 2025	MONARCH CAPITAL MANAGEMENT INC/	0.6%	153.94K	9.88M	-555	-0.36%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.55%	141.5K	8.7M	-2.37K	-1.64%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.04%	10.54K	647.93K	-2.45K	-18.85%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.04%	9.96K	611.44K	292	+3.02%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.04%	9.8K	602.21K	-3.96K	-28.76%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.34%	87.1K	5.35M	6.17K	+7.62%
Jun 30, 2025	INVESCO LTD.	0.32%	83.2K	5.11M	-12.42K	-12.99%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	49.09K	3.02M	6.18K	+14.40%
Jun 30, 2025	BLACKROCK, INC.	13.98%	3.59M	220.91M	-99.28K	-2.69%
Jun 30, 2025	HEARTLAND ADVISORS INC	0.09%	23.3K	1.43M	-1.91K	-7.57%
Jun 30, 2025	WINTON GROUP LTD	0.08%	20.46K	1.26M	3.13K	+18.03%
Jun 30, 2025	ILLINOIS MUNICIPAL RETIREMENT FUND	0.05%	13.59K	834.92K	-328	-2.36%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.05%	13.31K	817.59K	-12.56K	-48.56%
Jun 30, 2025	KFG WEALTH MANAGEMENT, LLC	0.05%	12.84K	788.85K	310	+2.47%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.05%	12.61K	775.01K	-9.19K	-42.16%
Jun 30, 2025	LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM	0.05%	11.9K	731.26K	-100	-0.83%
Jun 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.05%	11.82K	726.46K	0	0
Jun 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.05%	11.59K	712.14K	-889	-7.12%
Jun 30, 2025	STATE STREET CORP	5.27%	1.35M	83.24M	57.25K	+4.41%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.98%	1.02M	62.89M	24.4K	+2.44%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	3.56%	916.56K	56.32M	-175.83K	-16.10%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.85%	731.74K	44.97M	-31.35K	-4.11%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.42%	622.04K	38.23M	511	+0.08%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.52%	132.85K	8.16M	11.92K	+9.86%
Jun 30, 2025	RHUMBLINE ADVISERS	0.32%	81.42K	5M	1.64K	+2.06%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.3%	77.15K	4.74M	-36.01K	-31.82%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.28%	71.56K	4.4M	22.75K	+46.62%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.27%	70.42K	4.33M	676	+0.97%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.27%	70.35K	4.32M	-12.1K	-14.68%
Jun 30, 2025	JPMORGAN CHASE & CO	0.26%	66.82K	4.11M	11.97K	+21.83%
Jun 30, 2025	MARSHALL WACE, LLP	0.26%	66.14K	4.06M	-7.37K	-10.03%
Jun 30, 2025	NEUMEIER POMA INVESTMENT COUNSEL LLC	1.81%	464.43K	28.54M	-10.68K	-2.25%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.37%	95.74K	5.88B	63.31K	+195.25%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.26%	68.11K	4.19B	6.38K	+10.33%
Jun 30, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.17%	42.99K	2.64M	-726	-1.66%
Jun 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.15%	37.54K	2.31M	3.34K	+9.75%
Jun 30, 2025	BRIDGE CITY CAPITAL, LLC	0.14%	36.26K	2.23M	-515	-1.40%
Jun 30, 2025	DARK FOREST CAPITAL MANAGEMENT LP	0.13%	33.68K	2.07M	-13.19K	-28.14%
Jun 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.11%	27.34K	1.68M	9.29K	+51.48%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.1%	26.92K	1.65B	0	0
Jun 30, 2025	NEW AGE ALPHA ADVISORS, LLC	0.1%	24.43K	1.5M	-949	-3.74%
Jun 30, 2025	SIPPICAN CAPITAL ADVISORS	0.09%	23.72K	1.46M	2.11K	+9.78%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	23.57K	1.45B	464	+2.01%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.09%	23.26K	1.43M	2.47K	+11.88%
Jun 30, 2025	FJ CAPITAL MANAGEMENT LLC	0.08%	21.79K	1.34M	21.79K	+100.00%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.08%	21K	1.29M	-462	-2.15%
Jun 30, 2025	SYM FINANCIAL CORP	0.08%	19.8K	1.22M	148	+0.75%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.07%	18.63K	1.14B	4.21K	+29.16%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.07%	18.11K	1.11M	-1.3K	-6.69%
Jun 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.07%	17.14K	1.05M	-7.35K	-30.00%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.06%	16.19K	994.81K	9.23K	+132.73%
Jun 30, 2025	TRUEMARK INVESTMENTS, LLC	0.06%	15.45K	949.1K	15.45K	+100.00%
Jun 30, 2025	UNCOMMON CENTS INVESTING LLC	0.06%	15.27K	938.07K	-180	-1.17%
Jun 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.06%	15.22K	935K	1.09K	+7.68%
Jun 30, 2025	CERITY PARTNERS LLC	0.06%	15.07K	925.96K	-532	-3.41%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	14.05K	863.31K	-819	-5.51%
Jun 30, 2025	MONARCH CAPITAL MANAGEMENT INC/	0.6%	154.49K	9.49M	1.72K	+1.13%
Jun 30, 2025	UBS GROUP AG	0.24%	62.7K	3.85M	20.42K	+48.28%
Jun 30, 2025	BARCLAYS PLC	0.23%	59.71K	3.67M	22.03K	+58.47%
Jun 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	3.43%	881.94K	54.2M	-60.07K	-6.38%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.31%	335.99K	20.65M	-13.87K	-3.97%
Jun 30, 2025	MORGAN STANLEY	0.85%	218.02K	13.4B	-38.23K	-14.92%
Jun 30, 2025	1ST SOURCE BANK	0.19%	48.74K	3M	0	0
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.15%	39.37K	2.42M	14.01K	+55.26%
Jun 30, 2025	SECURITY FINANCIAL SERVICES, INC.	0.04%	11.47K	704.95K	0	0
Jun 30, 2025	FI3 FINANCIAL ADVISORS, LLC	0.04%	11.23K	690.21K	224	+2.03%
Jun 30, 2025	COPELAND CAPITAL MANAGEMENT, LLC	2.68%	689.11K	42.35M	-51.51K	-6.96%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.51%	130.89K	8.04M	336	+0.26%
Jun 30, 2025	FIRST TRUST ADVISORS LP	1.49%	383.53K	23.57M	307.37K	+403.62%
Jun 30, 2025	NORTHERN TRUST CORP	1.39%	356.53K	21.91M	-120.46K	-25.25%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	1.34%	343.34K	21.1M	144.02K	+72.25%
Jun 30, 2025	FMR LLC	0.54%	138.06K	8.48M	2.39K	+1.76%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.51%	129.99K	7.99M	-51.04K	-28.19%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.49%	126.76K	7.79M	-258	-0.20%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.4%	103.84K	6.38M	12.98K	+14.28%
Jun 30, 2025		0.33%	85.9K	5.28M	5.23K	+6.48%
Jun 30, 2025	ROYAL BANK OF CANADA	0.21%	54.69K	3.36M	-6.1K	-10.04%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.21%	52.99K	3.26M	17.51K	+49.35%
Jun 30, 2025	LPL FINANCIAL LLC	0.2%	51.16K	3.14M	-15K	-22.67%
Jun 30, 2025	SWISS NATIONAL BANK	0.19%	49.45K	3.04M	0	0
Jun 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.31%	335.9K	20.64M	52.3K	+18.44%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.27%	325.91K	20.03M	-2.97K	-0.90%
Jun 30, 2025	NFJ INVESTMENT GROUP, LLC	1.1%	283.69K	17.43M	131.95K	+86.96%
Jun 30, 2025	TIMUCUAN ASSET MANAGEMENT INC/FL	0.77%	199.11K	12.24M	0	0
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.77%	198.1K	12.17M	-4.65K	-2.29%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.74%	190.13K	11.68M	52.56K	+38.20%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.51%	130.49K	8.02M	63.06K	+93.52%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.45%	115.87K	7.12M	35.61K	+44.37%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.42%	107.42K	6.6M	-33.1K	-23.56%
Jun 30, 2025	PROSHARE ADVISORS LLC	0.41%	105.66K	6.49M	99.79K	+1,699.44%
Jun 30, 2025	VANGUARD GROUP INC	7.3%	1.88M	115.38M	-15.28K	-0.81%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	5.88%	1.51M	92.91M	259.18K	+20.69%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.86%	220.35K	13.54B	-63.86K	-22.47%
Jun 30, 2025	CITADEL ADVISORS LLC	0.35%	89.45K	5.5B	2.68K	+3.09%
Jun 30, 2025	NUVEEN, LLC	0.33%	85.9K	5.28M	5.23K	+6.48%
Mar 31, 2025	RHUMBLINE ADVISERS	0.31%	79.77K	4.74M	-3.51K	-4.21%
Mar 31, 2025	VANGUARD GROUP INC	7.36%	1.89M	112.52M	-47.41K	-2.44%
Mar 31, 2025	BLACKROCK, INC.	14.37%	3.69M	219.58M	-45.74K	-1.22%
Mar 31, 2025	INVESCO LTD.	0.37%	95.62K	5.68M	7.43K	+8.43%
Mar 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	3.66%	942.02K	55.99M	-14.55K	-1.52%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.88%	999.03K	59.38M	52.75K	+5.57%
Mar 31, 2025	STATE STREET CORP	5.04%	1.3M	77.11M	-92.76K	-6.67%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.31%	80.26K	4.77M	72.31K	+910.14%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.36%	349.87K	20.8M	13.76K	+4.09%
Mar 31, 2025	JANE STREET GROUP, LLC	0.43%	109.36K	6.5M	109.36K	+100.00%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.44%	113.16K	6.73M	98.64K	+679.49%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.51%	130.56K	7.76M	3.66K	+2.89%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.55%	140.53K	8.35M	42.16K	+42.86%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.78%	199.32K	11.85M	152.74K	+327.87%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.94%	241.44K	14.35M	-296.69K	-55.13%
Mar 31, 2025	NORTHERN TRUST CORP	1.85%	477K	28.35M	10.73K	+2.30%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.42%	621.53K	36.95M	19.04K	+3.16%
Mar 31, 2025	COPELAND CAPITAL MANAGEMENT, LLC	2.88%	740.62K	44.02M	-23.56K	-3.08%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.97%	763.09K	45.36M	-44.44K	-5.50%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.35%	90.86K	5.4M	32.56K	+55.85%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.79%	202.75K	12.05M	-7.68K	-3.65%
Mar 31, 2025	LPL FINANCIAL LLC	0.26%	66.17K	3.93M	340	+0.52%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.26%	67.43K	4.01M	60.59K	+885.93%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.27%	69.75K	4.15M	-1.02K	-1.43%
Mar 31, 2025	MARSHALL WACE, LLP	0.29%	73.52K	4.37M	73.52K	+100.00%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.47%	120.93K	7.19M	13.66K	+12.74%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.49%	127.02K	7.55M	3.33K	+2.69%
Mar 31, 2025	CITADEL ADVISORS LLC	0.34%	86.77K	5.16M	38.09K	+78.23%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.35%	89.78K	5.34M	-2.89K	-3.12%
Mar 31, 2025	MORGAN STANLEY	1%	256.25K	15.23M	-191	-0.07%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.3%	76.15K	4.53M	-231.09K	-75.21%
Mar 31, 2025	NEUMEIER POMA INVESTMENT COUNSEL LLC	1.85%	475.1K	28.24M	-1.01K	-0.21%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.1%	283.61K	16.86M	680	+0.24%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.28%	328.88K	19.55M	-15.2K	-4.42%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.31%	80.93K	4.81M	17.38K	+27.35%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.32%	82.45K	4.9M	82.45K	+100.00%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	4.25%	1.09M	64.93M	-253.73K	-18.85%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	4.87%	1.25M	74.47M	-7.74K	-0.61%
Mar 31, 2025		0.31%	80.68K	4.8M	80.68K	+100.00%
Mar 31, 2025	FMR LLC	0.53%	135.68K	8.06M	4.34K	+3.31%
Mar 31, 2025	MONARCH CAPITAL MANAGEMENT INC/	0.59%	152.77K	9.08M	-2.32K	-1.49%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.7%	181.03K	10.76M	2.67K	+1.49%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.56%	143.87K	8.55M	49.1K	+51.82%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.54%	137.58K	8.18M	7.41K	+5.70%
Mar 31, 2025	TIMUCUAN ASSET MANAGEMENT INC/FL	0.77%	199.11K	11.84M	10.65K	+5.65%
Mar 31, 2025	ROYAL BANK OF CANADA	0.24%	60.79K	3.61M	6.99K	+12.99%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.24%	61.73K	3.67M	61.73K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.24%	62.09K	3.69M	-289	-0.46%
Mar 31, 2025	NFJ INVESTMENT GROUP, LLC	0.59%	151.74K	9.02M	-424	-0.28%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.11%	284.21K	16.89M	-110.61K	-28.02%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.28%	71.92K	4.77M	4.92K	+7.34%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	6.23%	1.6M	105.86M	-30.96K	-1.90%
Mar 31, 2024	SEGALL BRYANT & HAMILL, LLC	0.53%	134.71K	8.93M	-2.95K	-2.15%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.61%	156.78K	10.4M	-200.31K	-56.09%
Mar 31, 2024	NEUMEIER POMA INVESTMENT COUNSEL LLC	2.15%	551.98K	36.61M	4.52K	+0.83%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.25%	577.03K	38.27M	16.99K	+3.03%
Mar 31, 2024	BARCLAYS PLC	0.15%	38.17K	2.53M	-16.55K	-30.25%
Mar 31, 2024	CREDIT SUISSE AG/	0.16%	41.33K	2.74M	2.3K	+5.89%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.17%	42.24K	2.8M	2.08K	+5.19%
Mar 31, 2024	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.18%	44.93K	2.98M	-15.01K	-25.04%
Mar 31, 2024	JPMORGAN CHASE & CO	0.18%	47.17K	3.13M	1.46K	+3.19%
Mar 31, 2024	ROYAL BANK OF CANADA	0.19%	48.38K	3.21M	-982	-1.99%
Mar 31, 2024	1ST SOURCE BANK	0.19%	49.6K	3.29M	-650	-1.29%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	50.15K	3.33M	0	0
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.2%	52.13K	3.46M	-650	-1.23%
Mar 31, 2024	APTUS CAPITAL ADVISORS, LLC	0.2%	52.25K	3.47M	5.54K	+11.85%
Mar 31, 2024	LPL FINANCIAL LLC	0.22%	57.19K	3.79M	3.16K	+5.84%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.72%	183.52K	12.17M	13.01K	+7.63%
Mar 31, 2024	TIMUCUAN ASSET MANAGEMENT INC/FL	0.73%	187.81K	12.46M	650	+0.35%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.85%	218.33K	14.48M	-770	-0.35%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.86%	220.99K	14.66M	-210	-0.09%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	1.13%	291.12K	19.31M	-56.36K	-16.22%
Mar 31, 2024	COPELAND CAPITAL MANAGEMENT, LLC	2.89%	740.35K	49.1M	11.38K	+1.56%
Mar 31, 2024	SILVERCREST ASSET MANAGEMENT GROUP LLC	2.93%	751.89K	49.87M	-124.5K	-14.21%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	3.15%	805.43K	53.42M	24K	+3.07%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.35%	858.92K	56.96M	595.48K	+226.05%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.78%	970.19K	64.34M	9.28K	+0.97%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	4.38%	1.12M	74.57M	-49.78K	-4.24%
Mar 31, 2024	STATE STREET CORP	4.72%	1.21M	80.08M	-11.81K	-0.97%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.14%	35.87K	2.38M	835	+2.38%
Mar 31, 2024	FMR LLC	0.23%	59.83K	3.97M	-8.67K	-12.66%
Mar 31, 2024	INVESCO LTD.	0.27%	69.67K	4.62M	1.87K	+2.75%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.28%	72.11K	4.78M	424	+0.59%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.31%	78.43K	5.2M	-21.82K	-21.76%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	0.34%	86.48K	5.74M	-7.3K	-7.79%
Mar 31, 2024	RHUMBLINE ADVISERS	0.34%	87.49K	5.8M	-4.41K	-4.80%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.38%	97.01K	6.43M	-18.12K	-15.74%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.41%	105.97K	7.03M	-12.47K	-10.53%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.49%	126.43K	8.38M	12K	+10.48%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.51%	130.23K	8.41M	-15.21K	-10.46%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.52%	131.98K	8.75M	-493	-0.37%
Mar 31, 2024	MONARCH CAPITAL MANAGEMENT INC/	0.63%	160.62K	10.65M	-2.89K	-1.76%
Mar 31, 2024	NFJ INVESTMENT GROUP, LLC	0.7%	180.64K	11.98M	-24.14K	-11.79%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.91%	232.2K	15.4M	-7.56K	-3.15%
Mar 31, 2024	MORGAN STANLEY	0.98%	251.45K	16.68M	28.87K	+12.97%
Mar 31, 2024	BOSTON TRUST WALDEN CORP	1.32%	337.91K	22.41M	-1.67K	-0.49%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.43%	367.35K	24.36M	-1.91K	-0.52%
Mar 31, 2024	NORTHERN TRUST CORP	1.85%	472.98K	31.37M	-29.42K	-5.86%
Mar 31, 2024	VANGUARD GROUP INC	7.22%	1.85M	122.57M	413	+0.02%
Mar 31, 2024	BLACKROCK INC.	14.65%	3.75M	248.79M	46.82K	+1.26%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.08%	21.56K	1.43M	1.14K	+5.59%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.09%	22.06K	1.46M	-600	-2.65%
Mar 31, 2024	TEXAS PERMANENT SCHOOL FUND CORP	0.09%	22.26K	1.48M	287	+1.31%
Mar 31, 2024	ALBERT D MASON INC	0.09%	22.54K	1.5M	133	+0.59%
Mar 31, 2024	HEARTLAND ADVISORS INC	0.09%	23.8K	1.58M	102	+0.43%
Mar 31, 2024	RAFFERTY ASSET MANAGEMENT, LLC	0.1%	24.96K	1.66M	-2.82K	-10.15%
Mar 31, 2024	SEI INVESTMENTS CO	0.1%	26.51K	1.76B	-262	-0.98%
Mar 31, 2024	UBS GROUP AG	0.11%	27.06K	1.79M	-3.44K	-11.27%
Mar 31, 2024	SYM FINANCIAL CORP	0.11%	28.35K	1.88M	-4.18K	-12.86%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.11%	28.42K	1.88M	-2.31K	-7.53%
Mar 31, 2024	BRIDGE CITY CAPITAL, LLC	0.12%	31.4K	2.08M	241	+0.77%
Mar 31, 2024	CITIGROUP INC	0.14%	34.61K	2.3M	2.52K	+7.85%
Dec 31, 2023	STIFEL FINANCIAL CORP	0%	67K	4.37M	-1.42K	-2.08%
Dec 31, 2023	INVESCO LTD.	0%	67.8K	4.42M	8.48K	+14.29%
Dec 31, 2023	FMR LLC	0%	68.5K	4.46M	-6.29K	-8.41%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	0%	93.79K	6.11M	-19.33K	-17.09%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0%	71.69K	4.67M	-795	-1.10%
Dec 31, 2023	CREDIT SUISSE AG/	0%	39.03K	2.54M	15.05K	+62.79%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0%	40.16K	2.62M	698	+1.77%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	45.71K	2.98M	-73.69K	-61.72%
Dec 31, 2023	HSBC HOLDINGS PLC	0%	46.06K	3.02M	46.06K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0%	369.26K	24.06M	-53.39K	-12.63%
Dec 31, 2023	NORTHERN TRUST CORP	0%	502.4K	32.74M	39.16K	+8.45%
Dec 31, 2023	NEUMEIER POMA INVESTMENT COUNSEL LLC	0%	547.46K	35.67M	245.83K	+81.50%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0%	560.04K	36.5M	25.23K	+4.72%
Dec 31, 2023	COPELAND CAPITAL MANAGEMENT, LLC	0%	728.97K	47.5M	-7.61K	-1.03%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0%	781.43K	50.92M	10.6K	+1.37%
Dec 31, 2023	SILVERCREST ASSET MANAGEMENT GROUP LLC	0%	876.39K	57.11M	-1.46K	-0.17%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0%	960.92K	62.61M	-52.42K	-5.17%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	0%	1.17M	76.51M	-12.44K	-1.05%
Dec 31, 2023	STATE STREET CORP	0%	1.22M	79.45M	93.84K	+8.34%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.01%	1.63M	106.02M	174.61K	+12.02%
Dec 31, 2023	VANGUARD GROUP INC	0.01%	1.85M	120.4M	42.86K	+2.37%
Dec 31, 2023	BLACKROCK INC.	0.01%	3.7M	241.38M	34.66K	+0.94%
Dec 31, 2023	APTUS CAPITAL ADVISORS, LLC	0%	46.71K	3.04M	-545	-1.15%
Dec 31, 2023	RHUMBLINE ADVISERS	0%	91.9K	5.99M	1.57K	+1.74%
Dec 31, 2023	FULLER & THALER ASSET MANAGEMENT, INC.	0%	347.49K	22.64M	-1.52K	-0.44%
Dec 31, 2023	BOSTON TRUST WALDEN CORP	0%	339.59K	22.13M	16.82K	+5.21%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	263.43K	17.17M	12.49K	+4.98%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0%	239.76K	15.62M	-11.36K	-4.52%
Dec 31, 2023	MORGAN STANLEY	0%	222.58K	14.5M	25.38K	+12.87%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0%	221.2K	14.41M	18.77K	+9.27%
Dec 31, 2023	NATIXIS ADVISORS, L.P.	0%	219.1K	14.28M	87.3K	+66.24%
Dec 31, 2023	NFJ INVESTMENT GROUP, LLC	0%	204.78K	13.34M	-41.88K	-16.98%
Dec 31, 2023	TIMUCUAN ASSET MANAGEMENT INC/FL	0%	187.16K	12.2M	0	0
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0%	357.09K	23.27M	-20.32K	-5.39%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	170.51K	11.11M	-3.85K	-2.21%
Dec 31, 2023	MONARCH CAPITAL MANAGEMENT INC/	0%	163.51K	10.65M	-3.59K	-2.15%
Dec 31, 2023	EAGLE ASSET MANAGEMENT INC	0%	145.45K	9.48M	73.05K	+100.89%
Dec 31, 2023	SEGALL BRYANT & HAMILL, LLC	0%	137.67K	8.97M	-1.99K	-1.43%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0%	132.47K	8.63M	-4.52K	-3.30%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0%	118.44K	7.72M	13.23K	+12.58%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0%	115.13K	7.5M	34.3K	+42.44%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0%	114.43K	7.46M	8.73K	+8.26%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0%	100.25K	6.53M	669	+0.67%
Dec 31, 2023	ROYAL BANK OF CANADA	0%	49.36K	3.22M	4.17K	+9.24%
Dec 31, 2023	SWISS NATIONAL BANK	0%	50.15K	3.27M	-5.8K	-10.37%
Dec 31, 2023	1ST SOURCE BANK	0%	50.25K	3.27M	-1.71K	-3.29%
Dec 31, 2023	PUBLIC SECTOR PENSION INVESTMENT BOARD	0%	52.78K	3.44M	21.35K	+67.90%
Dec 31, 2023	LPL FINANCIAL LLC	0%	54.03K	3.52M	1.05K	+1.97%
Dec 31, 2023	BARCLAYS PLC	0%	54.72K	3.57M	16.4K	+42.78%
Dec 31, 2023	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0%	59.94K	3.91M	-3.69K	-5.79%

Insiders

Among the LKFN insiders holding of 2.75% of the stake in company, FINDLAY DAVID M, CEO, holds the largest shares of 113.92K. WELCH M SCOTT, director, is the second largest LKFN insider with ownership of 49K shares. KUBACKI MICHAEL L, director, stands third with possession of 39.8K shares of that stake.

Insiders	Designation	Shares Held
FINDLAY DAVID M	CEO	113.92K
WELCH M SCOTT	director	49K
KUBACKI MICHAEL L	director	39.8K
O'NEILL LISA M	EVP & CFO	34.07K
SMITH BRIAN J	director	33.19K
OTTINGER ERIC H	Executive Vice President	32.28K
BARTELS ROBERT E JR	director	29.73K
ROSS STEVEN D	director	27.5K
PRUITT KRISTIN	President	21.05K
TOOTHAKER BRADLEY J	director	20.18K
TRUEX MELINDA JO	director	16.51K
PICHON EMILY E	director	16.24K
AUGSBURGER BLAKE	director	14.31K
CLARK KYRA E	Senior Vice President	9.61K
DONOVAN JAMES RICKARD	SVP, General Counsel	9.57K
LENISKI STEPHANIE R	Executive Vice President	8.36K
ROBINSON-GAY DONALD	Senior Vice President	4.97K
HURFORD JENNIFER M	SVP & Treasurer	3.71K
LAHRMAN BROK A	SVP, Chief Accounting Officer	3.5K
STEINER JONATHAN P	Senior Vice President	3.04K
GAVIN MICHAEL E	EVP & CCO	1.35K
HIATT THOMAS	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 27, 2026	WELCH M SCOTT	PURCHASE	57.95	10K	579.5K	49K
Feb 23, 2026	TOOTHAKER BRADLEY J	SALE	58.36	5.69K	331.79K	20.18K
Feb 04, 2026	FINDLAY DAVID M	SALE	63.02	3K	189.06K	113.92K
Feb 04, 2026	LENISKI STEPHANIE R	SALE	62.76	1.67K	104.49K	8.36K
Feb 02, 2026	LAHRMAN BROK A	SALE	60.76	275	16.71K	3.5K
Feb 02, 2026	O'NEILL LISA M	SALE	60.74	2.9K	176.15K	34.07K
Sep 08, 2025	BARTELS ROBERT E JR	PURCHASE	67.77	296	20.06K	29.73K
Aug 25, 2025	OTTINGER ERIC H	SALE	67.07	4.64K	310.85K	32.28K
Jul 30, 2025	CLARK KYRA E	SALE	67.00	300	20.1K	9.61K
Jul 29, 2025	O'NEILL LISA M	SALE	66.70	2.4K	160.08K	34.37K
May 22, 2025	TRUEX MELINDA JO	PURCHASE	60.11	8.31K	499.45K	16.51K
May 06, 2025	O'NEILL LISA M	SALE	59.33	2.5K	148.33K	36.87K
May 06, 2025	LENISKI STEPHANIE R	SALE	59.51	1K	59.51K	5.21K
Mar 17, 2025	LENISKI STEPHANIE R	SALE	61.94	1.5K	92.9K	6.21K
Mar 11, 2025	WELCH M SCOTT	PURCHASE	61.40	5K	307K	39K
Mar 10, 2025	WELCH M SCOTT	PURCHASE	61.29	9.4K	575.84K	201.36K
Mar 07, 2025	WELCH M SCOTT	PURCHASE	62.15	604	37.54K	191.96K
Feb 25, 2025	ROBINSON-GAY DONALD	SALE	66.25	550	36.44K	4.97K
Feb 05, 2025	FINDLAY DAVID M	SALE	67.06	6.44K	431.81K	109.48K
Nov 18, 2024	OTTINGER ERIC H	SALE	73.50	3.96K	290.99K	32.48K
Nov 15, 2024	OTTINGER ERIC H	SALE	73.50	41	3.01K	36.43K
Nov 12, 2024	FINDLAY DAVID M	SALE	75.51	9.64K	728.17K	105.03K
Nov 08, 2024	BARTELS ROBERT E JR	PURCHASE	72.32	802	58K	28.43K
Nov 06, 2024	LAHRMAN BROK A	SALE	75.51	150	11.33K	1.59K
Sep 13, 2024	LENISKI STEPHANIE R	PURCHASE	65.04	4.5K	292.68K	7.97K
Sep 13, 2024	DONOVAN JAMES RICKARD	SALE	65.42	800	52.34K	9.57K
Aug 26, 2024	PRUITT KRISTIN	SALE	67.06	1.2K	80.47K	21.05K
Jul 31, 2024	CLARK KYRA E	SALE	68.93	420	28.95K	7.18K
Jul 30, 2024	LAHRMAN BROK A	SALE	68.91	415	28.6K	1.74K
May 03, 2024	CLARK KYRA E	SALE	62.03	500	31.02K	7.6K
Mar 13, 2024	FINDLAY DAVID M	SALE	65.26	12K	783.12K	14.18K
Mar 12, 2024	LENISKI STEPHANIE R	SALE	66.14	300	19.84K	3.97K
Mar 12, 2024	O'NEILL LISA M	SALE	65.70	1.5K	98.55K	34.66K
Mar 11, 2024	OTTINGER ERIC H	SALE	66.75	5.25K	350.24K	36.48K
Mar 04, 2024	ROSS STEVEN D	SALE	64.50	1.3K	83.85K	27.5K
Mar 04, 2024	ROBINSON-GAY DONALD	SALE	65.93	893	58.87K	3.17K
Feb 22, 2024	STEINER JONATHAN P	SALE	63.73	3.33K	212.09K	3.04K
Feb 07, 2024	LENISKI STEPHANIE R	SALE	63.17	2.56K	161.71K	4.27K
Feb 05, 2024	FINDLAY DAVID M	SALE	65.03	10.51K	683.3K	195.88K
Feb 05, 2024	LAHRMAN BROK A	SALE	64.98	700	45.49K	1.69K
Feb 01, 2024	BARTELS ROBERT E JR	PURCHASE	64.05	360	23.06K	27.78K
Jan 30, 2024	KUBACKI MICHAEL L	SALE	71.51	26.6K	1.9M	39.8K
Dec 12, 2023	DONOVAN JAMES RICKARD	SALE	61.61	150	9.24K	6.15K
Nov 03, 2023	BARTELS ROBERT E JR	PURCHASE	53.37	407	21.72K	27.13K
Sep 06, 2023	WELCH M SCOTT	PURCHASE	50.80	6.08K	308.85K	189.41K
Sep 05, 2023	WELCH M SCOTT	PURCHASE	50.98	3.92K	199.85K	183.33K
Aug 17, 2023	STEINER JONATHAN P	PURCHASE	55.26	3K	165.78K	9.37K
Aug 03, 2023	BARTELS ROBERT E JR	PURCHASE	55.16	900	49.64K	27.13K
May 09, 2023	WELCH M SCOTT	PURCHASE	45.90	10K	459.01K	178.76K
May 08, 2023	PICHON EMILY E	PURCHASE	47.80	1.03K	49K	16.24K
Apr 28, 2023	SMITH BRIAN J	PURCHASE	51.25	5K	256.25K	33.19K
Apr 28, 2023	WELCH M SCOTT	PURCHASE	51.65	5K	258.25K	20K
Mar 13, 2023	WELCH M SCOTT	PURCHASE	63.75	5K	318.75K	15K
Mar 10, 2023	WELCH M SCOTT	PURCHASE	64.38	4.98K	320.87K	10K
Mar 09, 2023	WELCH M SCOTT	PURCHASE	64.97	5.02K	325.89K	5.02K
Feb 17, 2023	ROBINSON-GAY DONALD	SALE	70.84	406	28.76K	2.16K
Feb 16, 2023	CLARK KYRA E	SALE	70.00	1K	70K	4.4K
Feb 16, 2023	STEINER JONATHAN P	SALE	70.17	3.34K	234.65K	2.03K
Feb 16, 2023	ROSS STEVEN D	SALE	70.00	1.3K	91K	27.5K
Feb 15, 2023	LAHRMAN BROK A	SALE	70.37	550	38.7K	1.38K
Feb 15, 2023	DONOVAN JAMES RICKARD	SALE	70.38	712	50.11K	6.3K
Feb 10, 2023	LENISKI STEPHANIE R	SALE	69.66	2.16K	150.25K	2.94K
Nov 01, 2022	AUGSBURGER BLAKE	SALE	82.31	4K	329.23K	14.31K
Oct 28, 2022	KUBACKI MICHAEL L	SALE	82.79	47.52K	3.93M	76.25K
Oct 28, 2022	LAHRMAN BROK A	SALE	82.03	312	25.59K	588
Sep 15, 2022	O'NEILL LISA M	SALE	76.75	498	38.22K	24.32K
Aug 02, 2022	LAHRMAN BROK A	SALE	74.95	250	18.74K	900
Aug 01, 2022	O'NEILL LISA M	SALE	76.98	1K	76.98K	25.42K
Jun 13, 2022	BARTELS ROBERT E JR	PURCHASE	67.29	755	50.81K	26.21K
May 26, 2022	BARTELS ROBERT E JR	PURCHASE	72.55	282	20.46K	26.21K
Mar 15, 2022	DONOVAN JAMES RICKARD	SALE	82.00	525	43.05K	2.91K
Mar 15, 2022	O'NEILL LISA M	SALE	82.20	922	75.79K	26.42K
Mar 14, 2022	PRUITT KRISTIN	SALE	81.81	900	73.63K	11.15K
Feb 16, 2022	KUBACKI MICHAEL L	SALE	81.35	24K	1.95M	123.12K
Feb 15, 2022	STEINER JONATHAN P	SALE	82.15	1.87K	153.3K	1.01K
Feb 08, 2022	OTTINGER ERIC H	SALE	82.50	1.49K	122.76K	29.73K
Feb 08, 2022	GAVIN MICHAEL E	SALE	82.53	2.08K	171.91K	1.35K
Feb 08, 2022	ROSS STEVEN D	SALE	82.00	2.3K	188.6K	27.5K
Feb 08, 2022	LENISKI STEPHANIE R	SALE	82.68	500	41.34K	1.14K
Jan 31, 2022	KUBACKI MICHAEL L	SALE	78.56	1K	78.56K	0
Jan 28, 2022	STEINER JONATHAN P	SALE	78.30	1.5K	117.46K	0
Jan 28, 2022	KUBACKI MICHAEL L	SALE	78.56	35.6K	2.8M	147.12K
Nov 01, 2021	BARTELS ROBERT E JR	PURCHASE	72.00	660	47.52K	25.56K
Sep 03, 2021	PRUITT KRISTIN	SALE	68.00	375	25.5K	9.22K
Aug 16, 2021	STEINER JONATHAN P	SALE	70.39	3K	211.16K	2K
Aug 12, 2021	GAVIN MICHAEL E	SALE	72.54	3K	217.61K	10.16K
Jul 30, 2021	LAHRMAN BROK A	SALE	68.53	250	17.13K	250
Mar 17, 2021	GAVIN MICHAEL E	SALE	71.78	3K	215.34K	13.16K
Mar 16, 2021	HIATT THOMAS	SALE	71.56	1.06K	76.07K	0
Mar 10, 2021	WELCH M SCOTT	SALE	76.56	5K	382.4K	162.09K
Mar 01, 2021	HURFORD JENNIFER M	SALE	69.02	650	44.86K	3.71K
Feb 19, 2021	WELCH M SCOTT	SALE	65.25	14K	913.5K	20K
Feb 17, 2021	LENISKI STEPHANIE R	SALE	64.08	250	16.02K	2
Feb 16, 2021	OTTINGER ERIC H	SALE	64.85	1.44K	93.64K	26.5K
Feb 12, 2021	STEINER JONATHAN P	SALE	63.86	2.2K	140.17K	5K
Feb 10, 2021	SMITH BRIAN J	SALE	65.16	10.08K	656.52K	25.46K
Feb 09, 2021	GAVIN MICHAEL E	SALE	65.28	2.66K	173.46K	0
Feb 08, 2021	DONOVAN JAMES RICKARD	SALE	62.34	800	49.87K	896
Feb 08, 2021	WELCH M SCOTT	SALE	63.00	15K	945K	34K
Feb 05, 2021	PRUITT KRISTIN	SALE	62.10	1.8K	111.78K	7.61K
Feb 05, 2021	O'NEILL LISA M	SALE	62.09	100	6.21K	20.93K
Feb 04, 2021	OTTINGER ERIC H	SALE	61.82	1.9K	117.46K	25K
Jan 29, 2021	KUBACKI MICHAEL L	SALE	59.12	50.49K	2.99M	181.73K
Nov 03, 2020	HIATT THOMAS	SALE	52.42	4.6K	241.13K	18.54K
Nov 02, 2020	KUBACKI MICHAEL L	SALE	51.47	21.88K	1.13M	231.57K
Aug 10, 2020	STEINER JONATHAN P	SALE	50.23	2.5K	125.58K	5K
Aug 10, 2020	GAVIN MICHAEL E	SALE	50.87	261	13.28K	0
Aug 05, 2020	SMITH BRIAN J	PURCHASE	44.83	66	2.96K	27.32K
Jun 03, 2020	OTTINGER ERIC H	SALE	45.50	2.03K	92.18K	27K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE10.3K2

SALES13.53K5

NET SHARES-3.23K3

SHARES HELD258.75K7

% NET SHARES-101.25%-57.14%

Frequently Asked Questions