How many institutions own LOB 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 LOB shares is 285, representing 68.4% of the company's common stock.

Who are the major shareholders selling Live Oak Bancshares, Inc. stock?

BARROW HANLEY MEWHINNEY & STRAUSS LLC, in the last quarter, reduced its stake in LOB by -6.02% restricting it's holding to 1.62 million shares of worth nearly $53.64M. CHATHAM CAPITAL GROUP, INC. also lessened -8.25% of the LOB shares from its portfolio, reducing its holding to 52.55 thousand shares of worth $1.74M. RUSSELL INVESTMENTS GROUP, LTD. also shunned LOB shares holding by -1.46% last quarter which brought its holding to 100.57 thousand shares worth $3.33M.

Investors who are buying LOB stock?

As per its latest 13F filing, SOUTHERNSUN ASSET MANAGEMENT, LLC increased its stake in LOB by 0.43% in the last quarter. The institutional holder raised its holding to 1.03 million shares having worth more than $34.18M. DIMENSIONAL FUND ADVISORS LP also added 3.56% more shares of LOB to its portfolio, raising its holding to 1.59 million shares of worth $52.68M. UBS ASSET MANAGEMENT AMERICAS INC also increased its LOB shares holding by 2.78% which brought its holding to 51.18 thousand shares worth $1.69M.

LOB's major insiders: who are they?

The insider with the most stakes in LOB is MAHAN JAMES S III , Chief Executive Officer at the company. Additionally, LOB stock is highly held by President Underwood Neil Lawrence and Chief Financial Officer Caines S. Brett among others.

Did an insider recently sell LOB stock?

Company executives, directors, and other insiders own 23.48% percent of Live Oak Bancshares, Inc.'s stock. Within the last six months, there have been 26 transaction(s) in which LOB insiders have sold stock, totaling 220.36K shares. Insiders that have sold shares include MAHAN JAMES S III, DERRAIK RENATO, and PHIFER WALTER J.

Which insider recently purchased LOB stock?

There have been 1 transaction(s) during the past 6-months in which Live Oak Bancshares, Inc. insiders have bought stock, totalling 2595 shares

How much of LOB does insiders own?

Around 66.17M Live Oak Bancshares, Inc. shares are held by insiders, which represents about 23.48% of LOB stock.

Who is the insider with the largest stake?

LOB Chief Executive Officer, MAHAN JAMES S III holds the largest portfolio of the company's shares. LOB shares owned by MAHAN total nearly 2.89 million.

Which institution holds the most shares in LOB?

SOUTHERNSUN ASSET MANAGEMENT, LLC is the largest institutional owner in LOB which holds 1.03 million shares worth $34.18M or 2.25% of the total LOB shares outstanding followed by DIMENSIONAL FUND ADVISORS LP with ownership of 1.59 million shares representing 3.47% of the LOB ownership. BARROW HANLEY MEWHINNEY & STRAUSS LLC is the third largest stakeholder with 1.62 million shares or 3.53% of the ownership worth more than $53.64M.

Is Live Oak Bancshares, Inc. stock optionable?

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

Is there a short position on LOB's shares?

Number of LOB shares short is 1.59M. 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 LOB shares are there?

As of today, 45.73M shares of LOB are outstanding.

Is there many float in LOB 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, LOB has 34.94M shares in float.

LOB 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 LOB is 6.18.

Live Oak Bancshares (LOB) 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 Shares3.48

Short Percent Of Float5.56

Shares Outstanding45.73M

Shares Float34.94M

Shares Short1.59M

Short Ratio6.18

5.56%

Short % of Float

3.48%

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

23.48% Percentage of Shares held by All Insiders

68.4% Percentage of Shares held by All Institutions

89.39% Percentage of Float held by Institutions

285

Number of Institutions Holding Shares

Institutional Ownership

About 68.4% of LOB shares are held by financial institutions. SOUTHERNSUN ASSET MANAGEMENT, LLC is the top corporate investor, holding 1.03M shares valued at $34.18M. A 2.25% stake in Live Oak Bancshares, Inc. is owned by the company. DIMENSIONAL FUND ADVISORS LP owns 1.59M shares valued at $52.68M, which translates its holding of 3.47% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	SOUTHERNSUN ASSET MANAGEMENT, LLC	2.25%	1.03M	34.18M	4.43K	+0.43%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	3.47%	1.59M	52.68M	54.75K	+3.56%
Mar 31, 2026	BARROW HANLEY MEWHINNEY & STRAUSS LLC	3.53%	1.62M	53.64M	-103.95K	-6.02%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.11%	51.18K	1.69M	1.38K	+2.78%
Mar 31, 2026	CHATHAM CAPITAL GROUP, INC.	0.11%	52.55K	1.74M	-4.73K	-8.25%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.22%	100.57K	3.33M	-1.49K	-1.46%
Mar 31, 2026	BLACKROCK, INC.	7.48%	3.43M	113.53M	-143.09K	-4.00%
Mar 31, 2026	MOTLEY FOOL ASSET MANAGEMENT LLC	0.12%	55.9K	1.85M	-12.24K	-17.96%
Mar 31, 2026	INVESCO LTD.	0.14%	65.28K	2.16M	959	+1.49%
Mar 31, 2026	RIGGS ASSET MANAGMENT CO. INC.	0.16%	71.79K	2.37M	71.79K	+100.00%
Mar 31, 2026	SWISS NATIONAL BANK	0.16%	72.2K	2.39M	0	0
Mar 31, 2026	TD ASSET MANAGEMENT INC	0.16%	73.37K	2.43M	0	0
Mar 31, 2026	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.11%	48.84K	1.62M	3.67K	+8.13%
Mar 31, 2026	NUVEEN, LLC	0.16%	73.58K	2.43M	-33.91K	-31.55%
Mar 31, 2026	OPPENHEIMER ASSET MANAGEMENT INC.	0.11%	48.47K	1.6M	27.92K	+135.89%
Mar 31, 2026	DEUTSCHE BANK AG\	0.19%	89.28K	2.95M	3.59K	+4.19%
Mar 31, 2026	LOOMIS SAYLES & CO L P	1.59%	728.13K	24.08M	169.72K	+30.39%
Mar 31, 2026	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.57%	722.9K	23.91M	74.34K	+11.46%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.22%	100.28K	3.32M	-3.26K	-3.15%
Mar 31, 2026	E. OHMAN J:OR ASSET MANAGEMENT AB	0.22%	98.75K	3.27M	8.41K	+9.31%
Mar 31, 2026	CITADEL ADVISORS LLC	0.21%	95.86K	3.17M	-114.32K	-54.39%
Mar 31, 2026	RHUMBLINE ADVISERS	0.1%	47.31K	1.56M	1.4K	+3.04%
Mar 31, 2026	CITIGROUP INC	0.1%	45.72K	1.51M	13.19K	+40.54%
Mar 31, 2026	JANE STREET GROUP, LLC	0.1%	43.7K	1.45M	20.8K	+90.83%
Mar 31, 2026	SEI INVESTMENTS CO	0.09%	41.12K	1.36M	1.77K	+4.50%
Mar 31, 2026	GSA CAPITAL PARTNERS LLP	0.09%	41.05K	1.36M	20.23K	+97.14%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.09%	40.98K	1.36M	20.29K	+98.06%
Mar 31, 2026	FEDERATED HERMES, INC.	0.09%	39.52K	1.31M	998	+2.59%
Mar 31, 2026	SALEM INVESTMENT COUNSELORS INC	0.08%	38.21K	1.26M	0	0
Mar 31, 2026	SG AMERICAS SECURITIES, LLC	0.08%	37.57K	1.24M	20.01K	+113.94%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.63%	290.63K	9.61M	-1.33K	-0.45%
Mar 31, 2026	FULLER & THALER ASSET MANAGEMENT, INC.	0.69%	314.83K	10.41M	91.24K	+40.81%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.69%	319K	10.55M	25.76K	+8.78%
Mar 31, 2026	NORTHERN TRUST CORP	0.71%	324.39K	10.73M	39.3K	+13.78%
Mar 31, 2026	HOMESTEAD ADVISERS CORP	0.07%	34.1K	1.13M	0	0
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.52%	239.32K	7.91M	21.82K	+10.03%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.51%	234.17K	7.74M	234.17K	+100.00%
Mar 31, 2026	WHITTIER TRUST CO	0.49%	225.96K	7.64M	27.08K	+13.62%
Mar 31, 2026	MORGAN STANLEY	0.48%	221.73K	7.33M	-51.37K	-18.81%
Mar 31, 2026	MOTLEY FOOL WEALTH MANAGEMENT, LLC	0.46%	209.56K	6.93M	-73.14K	-25.87%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	0.4%	181.79K	6.01M	89.14K	+96.21%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.38%	174.61K	5.77M	-13.95K	-7.40%
Mar 31, 2026	DIAMOND HILL CAPITAL MANAGEMENT INC	0.37%	169.58K	5.61M	-34.51K	-16.91%
Mar 31, 2026	TRUST CO OF THE SOUTH	0.36%	167.5K	5.54M	0	0
Mar 31, 2026	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	14.14%	6.49M	214.63M	61.6K	+0.96%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.2%	90.91K	3.01M	-70.63K	-43.72%
Mar 31, 2026		1.98%	908.15K	30.03M	908.15K	+100.00%
Mar 31, 2026	STATE STREET CORP	3.13%	1.44M	47.53M	128.85K	+9.85%
Mar 31, 2026	GILDER GAGNON HOWE & CO LLC	2.6%	1.19M	39.46M	1.19M	+100.00%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.22%	100.62K	3.33M	-1.79K	-1.74%
Mar 31, 2026	JPMORGAN CHASE & CO	0.23%	106.62K	3.44M	53.62K	+101.17%
Mar 31, 2026	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.24%	109.63K	3.63M	-69.33K	-38.74%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.25%	114.81K	3.8M	-19.52K	-14.53%
Mar 31, 2026	STATE OF WISCONSIN INVESTMENT BOARD	0.33%	151.95K	5.03M	12.19K	+8.72%
Mar 31, 2026	RICE HALL JAMES & ASSOCIATES, LLC	0.32%	145.56K	4.81M	-1.41K	-0.96%
Mar 31, 2026	UBS GROUP AG	0.31%	142.83K	4.72M	-17.89K	-11.13%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.3%	135.59K	4.48M	-122.48K	-47.46%
Mar 31, 2026	JACOBS LEVY EQUITY MANAGEMENT, INC	0.29%	132.82K	4.39M	-133.73K	-50.17%
Mar 31, 2026	CENTERBOOK PARTNERS LP	0.29%	131.53K	4.35M	-4.74K	-3.48%
Mar 31, 2026	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.27%	125K	4.13M	75K	+150.00%
Mar 31, 2026	WHITTIER TRUST CO OF NEVADA INC	0.26%	117.14K	3.96M	10.8K	+10.16%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	1.86%	853.96K	28.25M	36.52K	+4.47%
Mar 31, 2026	ROYCE & ASSOCIATES LP	1.25%	573.85K	18.98M	326.51K	+132.01%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.95%	434.17K	14.36M	148.01K	+51.72%
Mar 31, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.34%	154.38K	5.11M	-22.02K	-12.49%
Mar 31, 2026	WCM INVESTMENT MANAGEMENT, LLC	0.33%	153.53K	4.95M	153.53K	+100.00%
Mar 31, 2026	ALGERT GLOBAL LLC	0.79%	362.68K	11.99M	89.17K	+32.60%
Mar 31, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.62%	285.13K	9.43M	-2.98K	-1.04%
Mar 31, 2026	D. E. SHAW & CO., INC.	0.57%	263K	8.7M	-75.48K	-22.30%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.57%	262.79K	8.69M	42.52K	+19.30%
Mar 31, 2026	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.54%	249.72K	8.26M	-121.14K	-32.66%
Dec 31, 2025	UBS GROUP AG	0.35%	160.71K	5.52M	36.53K	+29.41%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.64%	293.24K	10.07M	4.17K	+1.44%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.56%	258.07K	8.86M	-24.86K	-8.79%
Dec 31, 2025		0.18%	83.33K	2.86M	83.33K	+100.00%
Dec 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	0.49%	223.58K	7.68M	68.22K	+43.91%
Dec 31, 2025	STATE STREET CORP	2.85%	1.31M	44.95M	63.33K	+5.09%
Dec 31, 2025	LOOMIS SAYLES & CO L P	1.22%	558.41K	19.18M	558.41K	+100.00%
Dec 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.81%	370.86K	12.74M	-10	0.00%
Dec 31, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	0.44%	204.09K	7.01M	-17.93K	-8.08%
Dec 31, 2025	WHITTIER TRUST CO	0.43%	198.88K	7.23M	20.7K	+11.62%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.38%	176.4K	6.06M	35K	+24.75%
Dec 31, 2025	NUVEEN, LLC	0.23%	107.49K	3.69M	-194.34K	-64.39%
Dec 31, 2025	WHITTIER TRUST CO OF NEVADA INC	0.23%	106.34K	3.87M	3.27K	+3.17%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.2%	93.02K	3.2M	28.39K	+43.92%
Dec 31, 2025	E. OHMAN J:OR ASSET MANAGEMENT AB	0.2%	90.33K	3.1M	146	+0.16%
Dec 31, 2025	DEUTSCHE BANK AG\	0.19%	85.69K	2.94M	-38.34K	-30.91%
Dec 31, 2025	TD ASSET MANAGEMENT INC	0.16%	73.37K	2.52M	0	0
Dec 31, 2025	SWISS NATIONAL BANK	0.16%	72.2K	2.48M	1.5K	+2.12%
Dec 31, 2025	BARCLAYS PLC	0.16%	71.38K	2.45M	16.9K	+31.01%
Dec 31, 2025	MOTLEY FOOL ASSET MANAGEMENT LLC	0.15%	68.14K	2.34M	18.35K	+36.85%
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.13%	60.92K	2.09M	-5.01K	-7.60%
Dec 31, 2025	BRAGG FINANCIAL ADVISORS, INC	0.13%	59.4K	2.04M	0	0
Dec 31, 2025	CHATHAM CAPITAL GROUP, INC.	0.12%	57.28K	1.97M	775	+1.37%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.12%	54.28K	1.86M	61	+0.11%
Dec 31, 2025	RHUMBLINE ADVISERS	0.1%	45.91K	1.58M	-7.79K	-14.50%
Dec 31, 2025	ROYAL BANK OF CANADA	0.11%	49.01K	1.68M	-6.01K	-10.92%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.11%	49.79K	1.71M	-1.13K	-2.22%
Dec 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.11%	50.2K	1.72M	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.12%	53K	1.82M	-108.18K	-67.12%
Dec 31, 2025	TUDOR INVESTMENT CORP ET AL	0.12%	53.14K	1.83M	-122.53K	-69.75%
Dec 31, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.41%	648.56K	22.28M	648.56K	+100.00%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.62%	286.16K	9.83M	130.99K	+84.41%
Dec 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.58%	266.54K	9.16M	-10.12K	-3.66%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.23%	103.54K	3.56M	-72.83K	-41.29%
Dec 31, 2025	NEWEDGE WEALTH, LLC	2.74%	1.26M	43.26M	1.26M	+100.00%
Dec 31, 2025	SOUTHERNSUN ASSET MANAGEMENT, LLC	2.24%	1.03M	35.35M	134.8K	+15.07%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.78%	817.44K	28.08M	-8.78K	-1.06%
Dec 31, 2025	JCSD CAPITAL, LLC	0.12%	53.3K	1.83M	53.3K	+100.00%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.19%	86.15K	2.96M	167	+0.19%
Dec 31, 2025	MORGAN STANLEY	0.59%	273.1K	9.38M	-12.98K	-4.54%
Dec 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.39%	178.97K	6.15M	13.68K	+8.28%
Dec 31, 2025	ALGERT GLOBAL LLC	0.6%	273.51K	9.4M	43.04K	+18.68%
Dec 31, 2025	NORTHERN TRUST CORP	0.62%	285.09K	9.79M	-19.55K	-6.42%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.22%	102.06K	3.51M	33.39K	+48.62%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.22%	102.4K	3.52M	8.12K	+8.61%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.25%	113.6K	3.9M	49.7K	+77.78%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.29%	134.34K	4.61M	-385.62K	-74.16%
Dec 31, 2025	CENTERBOOK PARTNERS LP	0.3%	136.27K	4.68M	-12.06K	-8.13%
Dec 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.3%	139.77K	4.8M	101.88K	+268.93%
Dec 31, 2025	RICE HALL JAMES & ASSOCIATES, LLC	0.32%	146.97K	5.05M	-10.36K	-6.58%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.74%	338.49K	11.63M	63.03K	+22.88%
Dec 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	14%	6.43M	220.82M	-92.42K	-1.42%
Dec 31, 2025	SEI INVESTMENTS CO	0.09%	39.35K	1.35M	-2.95K	-6.97%
Dec 31, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.09%	40.08K	1.38M	-577	-1.42%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.09%	42.1K	1.45M	2.7K	+6.84%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.1%	44.76K	1.54M	-47.87K	-51.68%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.35%	1.54M	52.85M	-6.78K	-0.44%
Dec 31, 2025	BARROW HANLEY MEWHINNEY & STRAUSS LLC	3.76%	1.73M	59.28M	-50.44K	-2.84%
Dec 31, 2025	VANGUARD GROUP INC	5.89%	2.7M	92.84M	17.18K	+0.64%
Dec 31, 2025	BLACKROCK, INC.	7.79%	3.58M	122.84M	356.5K	+11.07%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.48%	220.27K	7.57M	34.33K	+18.46%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.47%	217.5K	7.47M	11.57K	+5.62%
Dec 31, 2025	ROYCE & ASSOCIATES LP	0.54%	247.34K	8.5M	247.34K	+100.00%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.2%	92.65K	3.18M	-9.85K	-9.61%
Dec 31, 2025	WALLEYE CAPITAL LLC	0.25%	113.71K	3.91M	-2.79K	-2.40%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.35%	161.55K	5.55M	79.37K	+96.59%
Dec 31, 2025	TRUST CO OF THE SOUTH	0.36%	167.5K	5.75M	-162.5K	-49.24%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.41%	188.57K	6.48M	-9.99K	-5.03%
Dec 31, 2025	CITADEL ADVISORS LLC	0.46%	210.18K	7.22M	49.05K	+30.44%
Dec 31, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	0.62%	282.7K	9.71M	-44.79K	-13.68%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.63%	288.12K	9.9M	-2.45K	-0.84%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.64%	291.96K	10.03M	-2.72K	-0.92%
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.61%	276.67K	9.74M	-5.68K	-2.01%
Sep 30, 2025	MORGAN STANLEY	0.63%	286.08K	10.08M	56.09K	+24.39%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.19%	85.98K	3.03M	20.29K	+30.88%
Sep 30, 2025	E. OHMAN J:OR ASSET MANAGEMENT AB	0.2%	90.19K	3.18M	-2.32K	-2.51%
Sep 30, 2025	UBS GROUP AG	0.27%	124.19K	4.37M	11.42K	+10.12%
Sep 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	0.34%	155.36K	5.47M	31.81K	+25.75%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.39%	1.55M	54.42M	5.05K	+0.33%
Sep 30, 2025	STATE STREET CORP	2.73%	1.25M	43.85M	-57.49K	-4.41%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.21%	97.86K	3.45M	-9.58K	-8.91%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.22%	102.5K	3.61M	7.25K	+7.61%
Sep 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.34%	157.06K	5.53M	-1.4K	-0.88%
Sep 30, 2025	RICE HALL JAMES & ASSOCIATES, LLC	0.34%	157.32K	5.54M	9.09K	+6.13%
Sep 30, 2025	SOUTHERNSUN ASSET MANAGEMENT, LLC	1.96%	894.31K	31.5M	-5.42K	-0.60%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.81%	826.22K	29.1M	9.03K	+1.11%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.14%	519.96K	18.31M	408.59K	+366.89%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.18%	82.17K	2.89M	-32.97K	-28.63%
Sep 30, 2025	ONE8ZERO8, LLC	0.17%	77.04K	2.71M	6.5K	+9.22%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.16%	73.37K	2.58M	0	0
Sep 30, 2025	PMC FIG OPPORTUNITIES LLC	0.15%	70.71K	2.49M	2.63K	+3.86%
Sep 30, 2025	SWISS NATIONAL BANK	0.15%	70.7K	2.49M	600	+0.86%
Sep 30, 2025	JPMORGAN CHASE & CO	0.35%	161.19K	5.68M	-39.22K	-19.57%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.36%	165.28K	5.82M	-39.88K	-19.44%
Sep 30, 2025	TUDOR INVESTMENT CORP ET AL	0.38%	175.67K	6.19M	49.64K	+39.39%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.39%	176.37K	6.21M	-357	-0.20%
Sep 30, 2025	WHITTIER TRUST CO	0.39%	178.18K	6.18M	178.16K	+937,663.16%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	185.94K	6.55M	6.26K	+3.48%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.44%	198.55K	6.99M	69.73K	+54.13%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.45%	205.93K	7.25M	24.66K	+13.61%
Sep 30, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	0.49%	222.02K	7.82M	-695.64K	-75.81%
Sep 30, 2025	ALGERT GLOBAL LLC	0.51%	230.47K	8.12M	62.95K	+37.58%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.6%	275.46K	9.7M	-166.72K	-37.70%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.63%	289.07K	10.18M	-102.2K	-26.12%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.64%	290.57K	10.23M	-4.6K	-1.56%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.65%	294.68K	10.38M	8.2K	+2.86%
Sep 30, 2025	NUVEEN, LLC	0.66%	301.82K	10.63M	12.37K	+4.27%
Sep 30, 2025	NORTHERN TRUST CORP	0.67%	304.64K	10.73M	6.34K	+2.13%
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0.1%	43.8K	1.54M	-3.92K	-8.21%
Sep 30, 2025	PROFIT INVESTMENT MANAGEMENT, LLC	0.11%	48.27K	1.7M	-22.86K	-32.14%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.11%	50.2K	1.77M	0	0
Sep 30, 2025	FMR LLC	0.12%	52.87K	1.86M	31.21K	+144.06%
Sep 30, 2025	RHUMBLINE ADVISERS	0.12%	53.7K	1.89M	-1.68K	-3.03%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.12%	54.22K	1.91M	1.98K	+3.80%
Sep 30, 2025	BARCLAYS PLC	0.12%	54.49K	1.92M	-31.99K	-36.99%
Sep 30, 2025	CHATHAM CAPITAL GROUP, INC.	0.12%	56.5K	1.99M	-420	-0.74%
Sep 30, 2025	INVESCO LTD.	0.13%	58.88K	2.07M	6.11K	+11.58%
Sep 30, 2025	BRAGG FINANCIAL ADVISORS, INC	0.13%	59.4K	2.09M	0	0
Sep 30, 2025	CITADEL ADVISORS LLC	0.35%	161.13K	5.68M	-95.1K	-37.11%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.21%	94.28K	3.32M	33.2K	+54.35%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.15%	68.68K	2.42M	14.58K	+26.94%
Sep 30, 2025	NUMERAI GP LLC	0.15%	67.65K	2.38M	-107.37K	-61.35%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.81%	370.87K	13.06M	46.52K	+14.34%
Sep 30, 2025	TRUST CO OF THE SOUTH	0.72%	330K	11.62M	0	0
Sep 30, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	0.72%	327.49K	11.53M	-39.12K	-10.67%
Sep 30, 2025	WALLEYE CAPITAL LLC	0.26%	116.5K	4.1M	26.38K	+29.27%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	0.25%	111.92K	3.94M	97.86K	+695.93%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.62%	282.93K	9.96M	-356.9K	-55.78%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.06%	28.72K	1.01M	-5.87K	-16.98%
Sep 30, 2025	QUEST PARTNERS LLC	0.07%	30.89K	1.09M	22.33K	+260.60%
Sep 30, 2025	LPL FINANCIAL LLC	0.07%	30.93K	1.09M	4.26K	+15.97%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.07%	31.43K	1.11M	661	+2.15%
Sep 30, 2025	HOMESTEAD ADVISERS CORP	0.07%	34.1K	1.2M	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.08%	35.3K	1.24M	5.93K	+20.19%
Sep 30, 2025	FEDERATED HERMES, INC.	0.08%	38.05K	1.34M	-18	-0.05%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.09%	38.86K	1.37M	-186	-0.48%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.09%	39.18K	1.38M	-31.91K	-44.88%
Sep 30, 2025	SALEM INVESTMENT COUNSELORS INC	0.09%	39.4K	1.39M	-6.18K	-13.55%
Sep 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.09%	40.65K	1.43M	-8.71K	-17.64%
Sep 30, 2025	SEI INVESTMENTS CO	0.09%	42.3K	1.49M	1.4K	+3.41%
Sep 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	14.29%	6.52M	229.67M	10.73K	+0.16%
Sep 30, 2025	DEUTSCHE BANK AG\	0.27%	124.04K	4.37M	42.28K	+51.71%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.31%	141.4K	4.98M	20.29K	+16.75%
Sep 30, 2025	BARROW HANLEY MEWHINNEY & STRAUSS LLC	3.89%	1.78M	62.56M	-104.68K	-5.57%
Sep 30, 2025	CENTERBOOK PARTNERS LP	0.33%	148.33K	5.22M	-208.09K	-58.38%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.34%	155.17K	5.47M	112.95K	+267.50%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	90.6K	3.19M	1.4K	+1.57%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.2%	92.63K	3.26M	-60.45K	-39.49%
Sep 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0.23%	103.06K	3.58M	101.75K	+7,761.40%
Sep 30, 2025	VANGUARD GROUP INC	5.88%	2.69M	94.58M	-3.06K	-0.11%
Sep 30, 2025	BLACKROCK, INC.	7.05%	3.22M	113.39M	491.11K	+18.00%
Jun 30, 2025	NUMERAI GP LLC	0.38%	175.02K	5.22M	110.95K	+173.16%
Jun 30, 2025	SALEM INVESTMENT COUNSELORS INC	0.1%	45.57K	1.36M	-2.16K	-4.53%
Jun 30, 2025	MARSHALL WACE, LLP	0.07%	33.54K	999.34K	-61.86K	-64.85%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.07%	30.77K	916.83K	3.35K	+12.23%
Jun 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.07%	29.77K	887.06K	29.77K	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.24%	111.37K	3.32M	40.17K	+56.42%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.24%	107.43K	3.2M	46.15K	+75.30%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.2%	91.97K	2.74M	34.24K	+59.30%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	89.19K	2.66M	6.72K	+8.14%
Jun 30, 2025	UBS GROUP AG	0.25%	112.77K	3.36M	-921	-0.81%
Jun 30, 2025	BLACKROCK, INC.	5.98%	2.73M	81.31M	26.62K	+0.99%
Jun 30, 2025	SOUTHERNSUN ASSET MANAGEMENT, LLC	1.97%	899.73K	26.81M	27.8K	+3.19%
Jun 30, 2025	RICE HALL JAMES & ASSOCIATES, LLC	0.32%	148.23K	4.42M	-7.24K	-4.66%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.28%	126.02K	3.76M	-11.94K	-8.65%
Jun 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	0.27%	123.55K	3.68M	35.67K	+40.60%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.21%	95.25K	2.84M	-26.05K	-21.48%
Jun 30, 2025	E. OHMAN J:OR ASSET MANAGEMENT AB	0.2%	92.51K	2.76M	2.54K	+2.82%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.13%	59.96K	1.79M	2.49K	+4.34%
Jun 30, 2025	BRAGG FINANCIAL ADVISORS, INC	0.13%	59.4K	1.77M	0	0
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.11%	50.2K	1.5M	199	+0.40%
Jun 30, 2025	PDT PARTNERS, LLC	0.09%	41.62K	1.24M	33.18K	+392.96%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.07%	34.15K	1.02M	17.08K	+100.09%
Jun 30, 2025	HOMESTEAD ADVISERS CORP	0.07%	34.1K	1.02M	0	0
Jun 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.07%	33.61K	1M	33.61K	+100.00%
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	14.27%	6.51M	194M	25.67K	+0.40%
Jun 30, 2025	BARROW HANLEY MEWHINNEY & STRAUSS LLC	4.12%	1.88M	56.05M	327.58K	+21.09%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.39%	176.73K	5.27M	11.52K	+6.97%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.2%	90.12K	2.69M	34.42K	+61.81%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.34%	153.08K	4.56M	53.43K	+53.61%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	89.2K	2.66M	3.06K	+3.55%
Jun 30, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	2.01%	917.66K	27.35M	-149.23K	-13.99%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.97%	442.17K	13.18M	57.69K	+15.00%
Jun 30, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	0.8%	366.61K	10.92M	102.75K	+38.94%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.49%	222.49K	6.63M	-60.21K	-21.30%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.45%	205.16K	6.11M	-60.8K	-22.86%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.16%	73.37K	2.19M	0	0
Jun 30, 2025	PROFIT INVESTMENT MANAGEMENT, LLC	0.16%	71.14K	2.12M	0	0
Jun 30, 2025	JUMP FINANCIAL, LLC	0.16%	71.09K	2.12M	40.46K	+132.05%
Jun 30, 2025		0.63%	289.46K	8.63M	-14.96K	-4.91%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.14%	65.7K	1.96M	-234	-0.35%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.13%	61.08K	1.82B	51.59K	+543.62%
Jun 30, 2025	DARK FOREST CAPITAL MANAGEMENT LP	0.13%	60.08K	1.79M	-8.79K	-12.76%
Jun 30, 2025	CHATHAM CAPITAL GROUP, INC.	0.12%	56.92K	1.7M	-330	-0.58%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.11%	51.01K	1.52M	12.72K	+33.22%
Jun 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.11%	49.36K	1.47M	12.9K	+35.39%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.1%	47.72K	1.42M	-16K	-25.12%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.1%	47.68K	1.6M	46.08K	+2,880.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.09%	41.96K	1.25M	23.37K	+125.71%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.08%	37.65K	1.12M	3.92K	+11.63%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.08%	37.56K	1.12B	191	+0.51%
Jun 30, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.08%	34.75K	1.04M	34.75K	+100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.08%	34.59K	1.03B	-22.85K	-39.78%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	181.27K	5.4M	36.15K	+24.91%
Jun 30, 2025	CENTERBOOK PARTNERS LP	0.78%	356.42K	10.62M	182.85K	+105.35%
Jun 30, 2025	TRUST CO OF THE SOUTH	0.72%	330K	9.83M	-600	-0.18%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.71%	324.35K	9.67M	166.75K	+105.81%
Jun 30, 2025	MORGAN STANLEY	0.5%	229.99K	6.85M	61.06K	+36.15%
Jun 30, 2025	MOTLEY FOOL ASSET MANAGEMENT LLC	0.22%	101.91K	3.04M	14.27K	+16.28%
Jun 30, 2025	STATE STREET CORP	2.85%	1.3M	38.82M	35.2K	+2.78%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.79%	817.18K	24.35M	22.23K	+2.80%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	1.4%	639.84K	19.07M	-48.05K	-6.99%
Jun 30, 2025	CITADEL ADVISORS LLC	0.56%	256.23K	7.64M	-55.51K	-17.81%
Jun 30, 2025	JPMORGAN CHASE & CO	0.44%	200.4K	5.97M	12.04K	+6.39%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	179.68K	5.35M	10.03K	+5.91%
Jun 30, 2025	ALGERT GLOBAL LLC	0.37%	167.52K	4.99M	68.2K	+68.67%
Jun 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.35%	158.45K	4.72M	158.45K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.28%	128.82K	3.84M	14.38K	+12.57%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.27%	121.12K	3.61M	-69.57K	-36.48%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.25%	115.14K	3.43M	46.2K	+67.02%
Jun 30, 2025	BARCLAYS PLC	0.19%	86.48K	2.58M	25.28K	+41.32%
Jun 30, 2025	VANGUARD GROUP INC	5.89%	2.69M	80.12M	30.77K	+1.16%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.38%	1.54M	45.9M	112.82K	+7.90%
Jun 30, 2025	NUVEEN, LLC	0.63%	289.46K	8.63M	-14.96K	-4.91%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.86%	391.28K	11.66M	127.15K	+48.14%
Jun 30, 2025	NORTHERN TRUST CORP	0.65%	298.3K	8.89M	-8.25K	-2.69%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.65%	295.17K	8.8M	-3.6K	-1.21%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.63%	286.48K	8.54M	5.6K	+1.99%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.62%	282.35K	8.41M	50.91K	+22.00%
Mar 31, 2025	RICE HALL JAMES & ASSOCIATES, LLC	0.34%	155.47K	4.14M	26.09K	+20.16%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.36%	165.21K	4.4M	-7.69K	-4.45%
Mar 31, 2025	MORGAN STANLEY	0.37%	168.93K	4.5M	1.24K	+0.74%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.37%	169.65K	4.52M	36.24K	+27.16%
Mar 31, 2025	CITIGROUP INC	0.65%	295.25K	7.87M	239.36K	+428.23%
Mar 31, 2025	CITADEL ADVISORS LLC	0.69%	311.74K	8.31M	217.41K	+230.47%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	1.52%	687.89K	18.34M	596.84K	+655.55%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.75%	794.95K	21.2M	22.16K	+2.87%
Mar 31, 2025	SOUTHERNSUN ASSET MANAGEMENT, LLC	1.92%	871.93K	23.25M	75.21K	+9.44%
Mar 31, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	2.35%	1.07M	28.44M	-157.24K	-12.84%
Mar 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	14.29%	6.48M	172.88M	65.04K	+1.01%
Mar 31, 2025		0.17%	75.48K	2.01M	7.48K	+10.99%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	82.47K	2.2M	11.81K	+16.71%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	86.15K	2.3M	6.73K	+8.48%
Mar 31, 2025	DEUTSCHE BANK AG\	0.27%	123.84K	3.3M	37.82K	+43.97%
Mar 31, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	0.58%	263.86K	7.03M	117.67K	+80.50%
Mar 31, 2025	STATE STREET CORP	2.79%	1.27M	33.79M	-70.24K	-5.25%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.42%	190.68K	5.08M	90.93K	+91.16%
Mar 31, 2025	JANE STREET GROUP, LLC	0.44%	201.82K	5.38M	187.01K	+1,263.16%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.51%	231.44K	6.17M	-4.39K	-1.86%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.15%	1.43M	38.05M	9.08K	+0.64%
Mar 31, 2025	BARROW HANLEY MEWHINNEY & STRAUSS LLC	3.42%	1.55M	41.41M	13.17K	+0.86%
Mar 31, 2025	VANGUARD GROUP INC	5.86%	2.66M	70.86M	26.48K	+1.01%
Mar 31, 2025	BLACKROCK, INC.	5.95%	2.7M	72.03M	-105.81K	-3.77%
Mar 31, 2025	CENTERBOOK PARTNERS LP	0.38%	173.57K	4.63M	57.22K	+49.18%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.81%	369.07K	9.84M	353.11K	+2,211.74%
Mar 31, 2025	TRUST CO OF THE SOUTH	0.73%	330.6K	8.81M	0	0
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.35%	157.6K	4.2M	-1.86K	-1.17%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.58%	264.12K	7.04M	34.85K	+15.20%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.66%	298.77K	7.97M	1.69K	+0.57%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.85%	384.49K	10.25M	225.46K	+141.77%
Mar 31, 2025	JPMORGAN CHASE & CO	0.42%	188.37K	5.02M	61.62K	+48.62%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.59%	265.97K	7.09M	171.74K	+182.27%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.62%	280.88K	7.49M	-3.13K	-1.10%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.62%	282.7K	7.54M	184.09K	+186.68%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.21%	94.07K	2.51M	94.07K	+100.00%
Mar 31, 2025	MARSHALL WACE, LLP	0.21%	95.4K	2.54M	95.4K	+100.00%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.29%	132.02K	3.52M	132.02K	+100.00%
Mar 31, 2025	ALGERT GLOBAL LLC	0.22%	99.32K	2.65M	2.56K	+2.65%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.22%	99.65K	2.66M	99.65K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.25%	113.69K	3.03M	8.06K	+7.63%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.25%	114.44K	3.05M	53.98K	+89.28%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.27%	121.31K	3.23M	-37.78K	-23.75%
Mar 31, 2025	MOTLEY FOOL ASSET MANAGEMENT LLC	0.19%	87.64K	2.34M	24.46K	+38.72%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	0.19%	87.87K	2.34M	37.08K	+73.01%
Mar 31, 2025	E. OHMAN J:OR ASSET MANAGEMENT AB	0.2%	89.97K	2.4M	40.34K	+81.29%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.3%	137.96K	3.68M	76.68K	+125.14%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	145.12K	3.87M	20.43K	+16.39%
Mar 31, 2025	NORTHERN TRUST CORP	0.68%	306.54K	8.17M	-7.78K	-2.48%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	1.01%	448.77K	18.63M	448.77K	+100.00%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.08%	37.37K	1.55M	-3.13K	-7.73%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.09%	38.83K	1.61M	-760	-1.92%
Mar 31, 2024	RAFFERTY ASSET MANAGEMENT, LLC	0.09%	42.07K	1.75M	6.08K	+16.90%
Mar 31, 2024	CHATHAM CAPITAL GROUP, INC.	0.1%	43.08K	1.79M	5.05K	+13.26%
Mar 31, 2024	E. OHMAN J:OR ASSET MANAGEMENT AB	0.1%	44.6K	1.85M	44.6K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.1%	45.58K	1.89M	-5.28K	-10.38%
Mar 31, 2024	FEDERATED HERMES, INC.	0.1%	46.6K	1.93M	-27.49K	-37.10%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.11%	47.08K	1.95M	26.53K	+129.13%
Mar 31, 2024	CENTERBOOK PARTNERS LP	0.11%	50.52K	2.1M	5.81K	+13.00%
Mar 31, 2024	SEQUOIA FINANCIAL ADVISORS, LLC	0.11%	51.01K	2.12M	0	0
Mar 31, 2024	RHUMBLINE ADVISERS	0.12%	54.23K	2.25M	690	+1.29%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.12%	54.45K	2.26M	-506	-0.92%
Mar 31, 2024	INVESCO LTD.	0.13%	57.31K	2.38M	-2.85K	-4.74%
Mar 31, 2024	BLACKROCK INC.	6.15%	2.74M	113.72M	-147.6K	-5.11%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	43.11K	1.79M	43.11K	+100.00%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	1.29%	572.66K	23.77M	389.39K	+212.47%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.64%	729.86K	30.3M	16.67K	+2.34%
Mar 31, 2024	SOUTHERNSUN ASSET MANAGEMENT, LLC	1.83%	813.32K	33.76M	-40.78K	-4.77%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	2.19%	976.31K	40.53M	92.02K	+10.41%
Mar 31, 2024	STATE STREET CORP	2.25%	1M	41.53M	23.75K	+2.43%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	3.04%	1.35M	56.23M	26.74K	+2.01%
Mar 31, 2024	BARROW HANLEY MEWHINNEY & STRAUSS LLC	3.47%	1.54M	64.12M	-140.72K	-8.35%
Mar 31, 2024	DIAMOND HILL CAPITAL MANAGEMENT INC	4.02%	1.79M	74.2M	-123.86K	-6.48%
Mar 31, 2024	VANGUARD GROUP INC	5.7%	2.54M	105.27M	27.09K	+1.08%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	14.38%	6.4M	265.76M	36.57K	+0.57%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.14%	63.16K	2.62M	1.79K	+2.92%
Mar 31, 2024	BRAGG FINANCIAL ADVISORS, INC	0.15%	65.4K	2.71M	-6.03K	-8.44%
Mar 31, 2024	SWISS NATIONAL BANK	0.15%	65.6K	2.72M	0	0
Mar 31, 2024	MOTLEY FOOL ASSET MANAGEMENT LLC	0.15%	66.15K	2.75M	9.32K	+16.39%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.15%	66.55K	2.76M	-61.78K	-48.14%
Mar 31, 2024	TD ASSET MANAGEMENT INC	0.15%	68.75K	2.85M	3.66K	+5.62%
Mar 31, 2024	DEUTSCHE BANK AG\	0.16%	70.61K	2.93M	474	+0.68%
Mar 31, 2024	RMB CAPITAL MANAGEMENT, LLC	0.17%	75K	3.11M	-25K	-25.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	86.27K	3.58M	86.27K	+100.00%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.22%	97.75K	4.06M	6.5K	+7.12%
Mar 31, 2024	MORGAN STANLEY	0.26%	113.94K	4.73M	-44.83K	-28.24%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.27%	118.61K	4.92M	1.96K	+1.68%
Mar 31, 2024	MOTLEY FOOL WEALTH MANAGEMENT, LLC	0.33%	147.22K	6.11M	-5.21K	-3.42%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.33%	148.91K	6.18M	28.72K	+23.90%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.34%	150.87K	6.26M	-14.59K	-8.82%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.36%	159.59K	6.62M	-70.63K	-30.68%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.4%	178.63K	7.42M	-10.42K	-5.51%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.56%	250.37K	10.39M	-88.75K	-26.17%
Mar 31, 2024	VIDENT ADVISORY, LLC	0.57%	251.86K	10.45M	853	+0.34%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.59%	262.32K	10.89M	3.09K	+1.19%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.66%	292.83K	12.16M	-4.08K	-1.37%
Mar 31, 2024	CREDIT SUISSE AG/	0.19%	86.09K	3.57M	-15.67K	-15.40%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.2%	90.99K	3.78M	-728	-0.79%
Mar 31, 2024	ALGERT GLOBAL LLC	0.21%	92.69K	3.85M	13.47K	+17.00%
Mar 31, 2024	TRILLIUM ASSET MANAGEMENT, LLC	0.26%	114.96K	4.77M	4.79K	+4.35%
Mar 31, 2024	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.28%	122.41K	5.08M	68.55K	+127.28%
Mar 31, 2024	HOMESTEAD ADVISERS CORP	0.28%	123K	5.11M	0	0
Mar 31, 2024	SALEM INVESTMENT COUNSELORS INC	0.28%	125.02K	5.19M	-24.28K	-16.26%
Mar 31, 2024	PROFIT INVESTMENT MANAGEMENT, LLC	0.29%	128.85K	5.35M	0	0
Mar 31, 2024	RICE HALL JAMES & ASSOCIATES, LLC	0.31%	138.07K	5.73M	-6.41K	-4.44%
Mar 31, 2024	DRIEHAUS CAPITAL MANAGEMENT LLC	0.32%	142.54K	5.92M	-63.56K	-30.84%
Mar 31, 2024	JUPITER ASSET MANAGEMENT LTD	0.35%	154.15K	6.4M	11.26K	+7.88%
Mar 31, 2024	JPMORGAN CHASE & CO	0.41%	181.28K	7.52M	30.84K	+20.50%
Mar 31, 2024	LOOMIS SAYLES & CO L P	0.46%	206.17K	8.56M	206.17K	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0.68%	304.77K	12.65M	-612	-0.20%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.7%	313.11K	13M	-23.29K	-6.92%
Mar 31, 2024	TRUST CO OF THE SOUTH	0.74%	330.6K	13.72M	330.6K	+100.00%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.85%	378.71K	15.72M	0	0
Dec 31, 2023	BARROW HANLEY MEWHINNEY & STRAUSS LLC	3.8%	1.69M	76.69M	-71.94K	-4.09%
Dec 31, 2023	DIAMOND HILL CAPITAL MANAGEMENT INC	4.3%	1.91M	86.97M	-214.78K	-10.10%
Dec 31, 2023	VANGUARD GROUP INC	5.65%	2.51M	114.16M	27.45K	+1.11%
Dec 31, 2023	BLACKROCK INC.	6.5%	2.89M	131.36M	281.25K	+10.79%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	14.33%	6.37M	289.65M	-1.17K	-0.02%
Dec 31, 2023	SWISS NATIONAL BANK	0.15%	65.6K	2.98M	-7.5K	-10.26%
Dec 31, 2023	DEUTSCHE BANK AG\	0.16%	70.14K	3.19M	-374	-0.53%
Dec 31, 2023	BRAGG FINANCIAL ADVISORS, INC	0.16%	71.43K	3.25M	35	+0.05%
Dec 31, 2023	FEDERATED HERMES, INC.	0.17%	74.09K	3.37M	-141.79K	-65.68%
Dec 31, 2023	BARCLAYS PLC	0.17%	75.72K	3.45M	75.67K	+151,336.00%
Dec 31, 2023	ALGERT GLOBAL LLC	0.18%	79.22K	3.6M	16.01K	+25.33%
Dec 31, 2023	EAM GLOBAL INVESTORS LLC	0.18%	81.22K	3.7M	81.22K	+100.00%
Dec 31, 2023	EAM INVESTORS, LLC	0.18%	81.83K	3.72M	81.83K	+100.00%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.2%	90.2K	4.1M	-41.7K	-31.61%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.21%	91.25K	4.15M	91.25K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.21%	91.72K	4.17M	-599	-0.65%
Dec 31, 2023	LORD, ABBETT & CO. LLC	0.22%	99.57K	4.53M	99.57K	+100.00%
Dec 31, 2023	RMB CAPITAL MANAGEMENT, LLC	0.23%	100K	4.55M	0	0
Dec 31, 2023	MENDON CAPITAL ADVISORS CORP	0.23%	100K	4.55M	100K	+100.00%
Dec 31, 2023	CREDIT SUISSE AG/	0.23%	101.76K	4.63M	-3.98K	-3.76%
Dec 31, 2023	TRILLIUM ASSET MANAGEMENT, LLC	0.25%	110.17K	5.01M	52.61K	+91.40%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.26%	116.65K	5.31M	4.15K	+3.69%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.27%	120.19K	5.47M	-12.22K	-9.23%
Dec 31, 2023	HOMESTEAD ADVISERS CORP	0.28%	123K	5.6M	62.6K	+103.64%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.29%	128.32K	5.84M	26.27K	+25.74%
Dec 31, 2023	PROFIT INVESTMENT MANAGEMENT, LLC	0.29%	128.85K	5.86M	7.51K	+6.19%
Dec 31, 2023	JUPITER ASSET MANAGEMENT LTD	0.32%	142.89K	6.5M	108.56K	+316.31%
Dec 31, 2023	RICE HALL JAMES & ASSOCIATES, LLC	0.33%	144.48K	6.57M	-4.93K	-3.30%
Dec 31, 2023	SALEM INVESTMENT COUNSELORS INC	0.34%	149.29K	6.79M	-18.63K	-11.09%
Dec 31, 2023	JPMORGAN CHASE & CO	0.34%	150.44K	6.84M	90.43K	+150.70%
Dec 31, 2023	MOTLEY FOOL WEALTH MANAGEMENT, LLC	0.34%	152.43K	6.94M	-90.19K	-37.17%
Dec 31, 2023	MORGAN STANLEY	0.36%	158.77K	7.22M	57.76K	+57.18%
Dec 31, 2023	NORGES BANK	0.37%	164.26K	7.47M	164.26K	+100.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.37%	165.45K	7.53M	-27.2K	-14.12%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.41%	183.27K	8.34M	-78.12K	-29.89%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.43%	189.06K	8.6M	-8.13K	-4.12%
Dec 31, 2023	DRIEHAUS CAPITAL MANAGEMENT LLC	0.46%	206.1K	9.38M	206.1K	+100.00%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.52%	230.22K	10.47M	-53.33K	-18.81%
Dec 31, 2023	VIDENT ADVISORY, LLC	0.57%	251.01K	11.42M	-41	-0.02%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.58%	259.23K	11.8M	2.98K	+1.16%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.67%	296.91K	13.51M	9.2K	+3.20%
Dec 31, 2023	NORTHERN TRUST CORP	0.69%	305.38K	13.89M	6.9K	+2.31%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.76%	336.4K	15.31M	-33.77K	-9.12%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.76%	339.12K	15.43M	21.45K	+6.75%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.85%	378.71K	17.23M	-70.89K	-15.77%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.61%	713.19K	32.45M	32.35K	+4.75%
Dec 31, 2023	SOUTHERNSUN ASSET MANAGEMENT, LLC	1.92%	854.09K	38.86M	-190.52K	-18.24%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.99%	884.3K	40.24M	109.11K	+14.07%
Dec 31, 2023	STATE STREET CORP	2.2%	976.7K	44.44M	20.55K	+2.15%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	2.99%	1.33M	60.42M	61.03K	+4.82%

Insiders

Among the LOB insiders holding of 23.48% of the stake in company, MAHAN JAMES S III, Chief Executive Officer, holds the largest shares of 2.89M. UNDERWOOD NEIL LAWRENCE, President, is the second largest LOB insider with ownership of 1.38M shares. CAINES S. BRETT, Chief Financial Officer, stands third with possession of 263.95K shares of that stake.

Insiders	Designation	Shares Held
MAHAN JAMES S III	Chief Executive Officer	2.89M
UNDERWOOD NEIL LAWRENCE	President	1.38M
CAINES S. BRETT	Chief Financial Officer	263.95K
LANDIS H K	director	198.3K
SMITS STEVE	Chief Credit Officer	145.75K
PETTY MILTOM EMMETT	director	121.94K
SEWARD GREGORY W	General Counsel	113.8K
HOFFSIS GLEN F.	director	92.19K
GARRIOTT HUNTLEY	President, Live Oak Bank	85.09K
GLOSSMAN DIANE BETH		64.98K
WILLIAMS WILLIAM L. III	Vice Chairman & EVP	54.08K
DAVIS MICAH S	Chief Marketing & Comm Officer	43.86K
JANSON SUSAN N	Chief Risk Off., Live Oak Bank	28.63K
SPENCER COURTNEY	Chief Experience Officer	25.16K
CAMERON WILLIAM HENDERSON	director	16.9K
SUTHERLAND JOHN W.	Chief Accounting Officer	14.02K
PHIFER WALTER J	Chief Financial Officer	10.1K
LOSCH WILLIAM C III	Chief Financial Officer	9.75K
BRADFORD TONYA WILLIAMS	director	6.7K
DERRAIK RENATO	Chief Info./Digital Off., Bank	4.24K
SALYERS DAVID G	director	4.1K
LUCHT DAVID G	director	4K
STASIOWSKA EWA MARIA	Chief Risk Officer	2.6K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 28, 2026	MAHAN JAMES S III	SALE	37.25	10K	372.48K	2.89M
May 27, 2026	MAHAN JAMES S III	SALE	37.65	10K	376.51K	2.9M
May 21, 2026	MAHAN JAMES S III	SALE	37.42	3.39K	126.79K	2.91M
May 20, 2026	MAHAN JAMES S III	SALE	37.15	355	13.19K	2.92M
May 14, 2026	MAHAN JAMES S III	SALE	36.23	10K	362.26K	2.93M
Apr 30, 2026	DERRAIK RENATO	SALE	37.83	75K	2.84M	4.24K
Mar 12, 2026	MAHAN JAMES S III	SALE	32.50	10K	325.04K	2.95M
Mar 11, 2026	MAHAN JAMES S III	SALE	32.83	10K	328.28K	2.96M
Mar 05, 2026	MAHAN JAMES S III	SALE	35.89	1.14K	40.88K	2.97M
Mar 04, 2026	MAHAN JAMES S III	SALE	36.69	10K	366.87K	2.98M
Mar 02, 2026	PHIFER WALTER J	SALE	36.58	4.71K	172.38K	10.1K
Mar 02, 2026	SEWARD GREGORY W	SALE	36.70	3K	110.1K	113.8K
Feb 26, 2026	MAHAN JAMES S III	SALE	40.00	1.25K	49.84K	2.99M
Feb 25, 2026	MAHAN JAMES S III	SALE	39.65	2.54K	100.58K	3M
Feb 19, 2026	MAHAN JAMES S III	SALE	40.04	10K	400.35K	3.01M
Feb 18, 2026	MAHAN JAMES S III	SALE	41.15	762	31.36K	3.02M
Feb 12, 2026	MAHAN JAMES S III	SALE	40.92	735	30.07K	3.03M
Feb 11, 2026	MAHAN JAMES S III	SALE	41.39	402	16.64K	3.04M
Feb 05, 2026	MAHAN JAMES S III	SALE	41.34	650	26.87K	3.05M
Feb 04, 2026	MAHAN JAMES S III	SALE	42.44	240	10.18K	3.06M
Jan 26, 2026	STASIOWSKA EWA MARIA	PURCHASE	38.53	2.6K	100K	2.6K
Jan 26, 2026	SPENCER COURTNEY	SALE	39.01	9.7K	378.35K	25.16K
Dec 19, 2025	MAHAN JAMES S III	SALE	36.17	10K	361.73K	3.07M
Dec 17, 2025	MAHAN JAMES S III	SALE	35.97	10K	359.7K	3.08M
Dec 12, 2025	MAHAN JAMES S III	SALE	35.13	10K	351.31K	3.09M
Dec 10, 2025	MAHAN JAMES S III	SALE	34.69	6.5K	225.33K	3.1M
Dec 05, 2025	MAHAN JAMES S III	SALE	32.81	10K	328.09K	3.11M
Dec 03, 2025	MAHAN JAMES S III	SALE	33.24	3.92K	130.24K	3.12M
Nov 28, 2025	MAHAN JAMES S III	SALE	32.04	10K	320.43K	3.13M
Nov 26, 2025	MAHAN JAMES S III	SALE	32.17	10K	321.72K	3.14M
Nov 20, 2025	BRADFORD TONYA WILLIAMS	PURCHASE	30.24	1K	30.24K	6.7K
Nov 19, 2025	SEWARD GREGORY W	SALE	30.20	1.2K	36.24K	106.13K
Aug 18, 2025	LUCHT DAVID G	PURCHASE	25.12	4K	100.5K	4K
May 07, 2025	CAMERON WILLIAM HENDERSON	PURCHASE	26.10	5K	130.5K	16.9K
May 06, 2025	BRADFORD TONYA WILLIAMS	SALE	26.51	2.5K	66.28K	5.7K
May 06, 2025	CAMERON WILLIAM HENDERSON	PURCHASE	25.92	5K	129.61K	11.9K
Nov 13, 2024	SUTHERLAND JOHN W.	SALE	49.00	12.59K	616.84K	14.02K
Nov 07, 2024	SEWARD GREGORY W	SALE	47.39	5.36K	253.77K	86.88K
Oct 29, 2024	CAMERON WILLIAM HENDERSON	PURCHASE	39.76	1K	39.76K	202.22K
Aug 23, 2024	SUTHERLAND JOHN W.	SALE	43.00	20K	859.98K	26.6K
May 15, 2024	BRADFORD TONYA WILLIAMS	SALE	35.97	2.6K	93.52K	5.87K
Mar 11, 2024	DAVIS MICAH S	SALE	39.87	8.61K	343.42K	43.86K
Mar 07, 2024	SUTHERLAND JOHN W.	SALE	41.37	1.04K	43.07K	46.6K
Feb 29, 2024	PETTY MILTOM EMMETT	SALE	39.73	10K	397.25K	121.94K
Dec 07, 2023	SMITS STEVE	SALE	36.25	10K	362.45K	145.75K
Dec 05, 2023	SMITS STEVE	SALE	35.62	15K	534.36K	155.75K
Nov 17, 2023	SUTHERLAND JOHN W.	SALE	34.50	5.42K	187.09K	56.27K
Nov 09, 2023	DERRAIK RENATO	SALE	29.56	20K	591.26K	12.93K
Jun 12, 2023	CAMERON WILLIAM HENDERSON	PURCHASE	24.37	4K	97.49K	171.22K
May 12, 2023	LUCHT DAVID G	PURCHASE	20.02	5K	100.12K	20.74K
Dec 15, 2022	CAMERON WILLIAM HENDERSON	PURCHASE	30.45	1K	30.45K	167.22K
Aug 25, 2022	GLOSSMAN DIANE BETH	PURCHASE	38.25	2K	76.5K	64.98K
Mar 02, 2022	SMITS STEVE	SALE	63.13	2.75K	173.41K	166.97K
Feb 10, 2022	LOSCH WILLIAM C III	PURCHASE	63.16	3.13K	197.38K	9.75K
Feb 09, 2022	LOSCH WILLIAM C III	PURCHASE	64.32	3.13K	201.01K	6.63K
Feb 09, 2022	BRADFORD TONYA WILLIAMS	PURCHASE	64.56	275	17.75K	1.57K
Feb 09, 2022	WILLIAMS WILLIAM L. III	PURCHASE	64.46	4.73K	304.57K	54.08K
Dec 15, 2021	UNDERWOOD NEIL LAWRENCE	SALE	85.12	21.12K	1.8M	1.38M
Dec 01, 2021	UNDERWOOD NEIL LAWRENCE	SALE	91.64	3.13K	287.11K	1.4M
Dec 01, 2021	SEWARD GREGORY W	SALE	91.50	5K	457.5K	73.18K
Nov 29, 2021	UNDERWOOD NEIL LAWRENCE	SALE	93.27	4K	373.44K	1.41M
Nov 26, 2021	SUTHERLAND JOHN W.	SALE	91.39	26	2.38K	59.03K
Nov 22, 2021	UNDERWOOD NEIL LAWRENCE	SALE	98.07	6.93K	679.5K	1.42M
Nov 11, 2021	SMITS STEVE	SALE	94.27	2.2K	207.29K	166.97K
Nov 04, 2021	SEWARD GREGORY W	SALE	98.63	5K	493.13K	73.18K
Nov 04, 2021	GLOSSMAN DIANE BETH	SALE	97.90	7.5K	734.23K	54.25K
Nov 01, 2021	JANSON SUSAN N	SALE	85.69	13.37K	1.15M	28.63K
Sep 08, 2021	LOSCH WILLIAM C III	PURCHASE	57.08	3.5K	199.77K	3.5K
Sep 02, 2021	SMITS STEVE	SALE	62.13	3.76K	233.55K	139.38K
Aug 27, 2021	UNDERWOOD NEIL LAWRENCE	SALE	60.98	17.48K	1.07M	1.61M
Aug 25, 2021	UNDERWOOD NEIL LAWRENCE	SALE	61.09	16K	977.47K	1.62M
Aug 16, 2021	UNDERWOOD NEIL LAWRENCE	SALE	60.15	16.52K	993.8K	1.64M
Aug 06, 2021	SUTHERLAND JOHN W.	SALE	61.54	15.13K	930.72K	64.74K
Feb 08, 2021	SMITS STEVE	SALE	43.40	15K	651K	151.21K
Feb 01, 2021	JANSON SUSAN N	SALE	40.09	3.5K	140.32K	30.46K
Nov 05, 2020	LANDIS H K	SALE	40.60	15K	609.02K	198.3K
Oct 29, 2020	MAHAN JAMES S III	PURCHASE	35.49	5.8K	205.85K	3.47M
Oct 28, 2020	MAHAN JAMES S III	PURCHASE	34.57	50K	1.73M	3.46M
Oct 27, 2020	MAHAN JAMES S III	PURCHASE	34.46	16.84K	580.4K	3.39M
Oct 26, 2020	MAHAN JAMES S III	PURCHASE	33.50	61.92K	2.07M	3.37M
Aug 27, 2020	MAHAN JAMES S III	PURCHASE	20.36	36.5K	743.31K	3.31M
Aug 26, 2020	MAHAN JAMES S III	PURCHASE	20.62	36.83K	759.25K	3.27M
Aug 24, 2020	MAHAN JAMES S III	PURCHASE	19.99	18.26K	365.13K	3.24M
Aug 21, 2020	MAHAN JAMES S III	PURCHASE	19.69	38.89K	765.82K	3.22M
Aug 20, 2020	MAHAN JAMES S III	PURCHASE	19.65	36.3K	713.35K	3.18M
Aug 19, 2020	MAHAN JAMES S III	PURCHASE	19.30	21.2K	409.13K	3.14M
Aug 18, 2020	MAHAN JAMES S III	PURCHASE	18.89	20.38K	384.86K	3.12M
Aug 17, 2020	MAHAN JAMES S III	PURCHASE	19.25	25K	481.2K	3.1M
Jul 27, 2020	WILLIAMS WILLIAM L. III	PURCHASE	15.82	1.25K	19.77K	1.25K
May 06, 2020	SALYERS DAVID G	PURCHASE	12.50	2K	25K	4.1K
Mar 11, 2020	UNDERWOOD NEIL LAWRENCE	PURCHASE	11.46	95K	1.09M	1.35M
Mar 11, 2020	CAMERON WILLIAM HENDERSON	PURCHASE	11.79	2K	23.58K	137.3K
Mar 11, 2020	GARRIOTT HUNTLEY	PURCHASE	11.28	5K	56.4K	85.09K
Mar 10, 2020	SEWARD GREGORY W	PURCHASE	11.54	869	10.03K	12.87K
Mar 09, 2020	GARRIOTT HUNTLEY	PURCHASE	12.69	20K	253.8K	80.09K
Jun 07, 2019	JANSON SUSAN N	PURCHASE	15.76	1K	15.76K	3K
Feb 08, 2019	CAMERON WILLIAM HENDERSON	PURCHASE	14.79	2.5K	36.98K	142.69K
Jan 29, 2019	UNDERWOOD NEIL LAWRENCE	PURCHASE	13.88	7.17K	99.45K	1.26M
Jan 28, 2019	GARRIOTT HUNTLEY	PURCHASE	13.82	20K	276.4K	55K
Jan 28, 2019	GLOSSMAN DIANE BETH	PURCHASE	13.87	2K	27.74K	30.1K
Dec 14, 2018	SEWARD GREGORY W	PURCHASE	16.04	854	13.7K	12K
Dec 13, 2018	GARRIOTT HUNTLEY	PURCHASE	15.13	5K	75.63K	35K
Dec 13, 2018	HOFFSIS GLEN F.	PURCHASE	15.30	4K	61.2K	92.19K
Dec 13, 2018	SEWARD GREGORY W	PURCHASE	15.25	958	14.61K	11.15K
Dec 12, 2018	GARRIOTT HUNTLEY	PURCHASE	14.65	29.6K	433.85K	29.6K
Dec 12, 2018	WILLIAMS WILLIAM L. III	PURCHASE	14.79	18K	266.24K	46.1K
Dec 12, 2018	MAHAN JAMES S III	PURCHASE	16.08	23.51K	378.04K	3.13M
Dec 12, 2018	SEWARD GREGORY W	PURCHASE	14.95	188	2.81K	10.19K
Dec 12, 2018	UNDERWOOD NEIL LAWRENCE	PURCHASE	16.08	15.55K	249.98K	1.25M
Dec 12, 2018	LANDIS H K	PURCHASE	14.13	2K	28.26K	195.31K
Dec 11, 2018	PETTY MILTOM EMMETT	PURCHASE	13.64	3K	40.91K	89.51K
Dec 11, 2018	CAMERON WILLIAM HENDERSON	PURCHASE	14.49	800	11.59K	171.19K
Nov 02, 2018	CAMERON WILLIAM HENDERSON	PURCHASE	19.13	2.5K	47.82K	161.49K
Nov 01, 2018	JANSON SUSAN N	PURCHASE	18.82	1K	18.82K	2K
Oct 31, 2018	CAMERON WILLIAM HENDERSON	PURCHASE	18.42	2.5K	46.06K	158.99K
Aug 13, 2018	CAINES S. BRETT	SALE	29.63	3.37K	99.97K	263.95K
Aug 10, 2018	CAINES S. BRETT	SALE	29.77	3.36K	100K	267.33K
Aug 09, 2018	CAINES S. BRETT	SALE	29.81	3.36K	100.01K	270.69K
Aug 08, 2018	CAINES S. BRETT	SALE	29.59	3.38K	99.98K	274.04K
Aug 07, 2018	CAINES S. BRETT	SALE	29.51	3.39K	100.01K	277.42K
Aug 06, 2018	CAINES S. BRETT	SALE	29.75	3.36K	100.02K	280.81K
Aug 03, 2018	MAHAN JAMES S III	PURCHASE	29.60	59.8K	1.77M	3.1M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE2.6K1

SALES220.36K26

NET SHARES-217.77K25

SHARES HELD66.17M27

% NET SHARES-100.33%-7.41%

Frequently Asked Questions