How many institutions own LTC 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 LTC shares is 380, representing 79.42% of the company's common stock.

Who are the major shareholders selling LTC Properties, Inc. stock?

BARCLAYS PLC, in the last quarter, reduced its stake in LTC by -23.95% restricting it's holding to 66.1 thousand shares of worth nearly $2.44M. TOCQUEVILLE ASSET MANAGEMENT L.P. also lessened -1.57% of the LTC shares from its portfolio, reducing its holding to 126.63 thousand shares of worth $4.67M. MARSHALL WACE, LLP also shunned LTC shares holding by -4.21% last quarter which brought its holding to 521.8 thousand shares worth $19.23M.

Investors who are buying LTC stock?

As per its latest 13F filing, UBS GROUP AG increased its stake in LTC by 66.47% in the last quarter. The institutional holder raised its holding to 99.15 thousand shares having worth more than $3.65M. NOMURA ASSET MANAGEMENT CO LTD also added 3.08% more shares of LTC to its portfolio, raising its holding to 66.98 thousand shares of worth $2.47M. WATERLOO CAPITAL, L.P. also increased its LTC shares holding by 5.82% which brought its holding to 68.38 thousand shares worth $2.52M.

LTC's major insiders: who are they?

The insider with the most stakes in LTC is SIMPSON WENDY , CHAIRMAN & CEO at the company. Additionally, LTC stock is highly held by CO-PRESIDENT & CIO Malin Clint B and CO-PRESIDENT, CFO & SECRETARY SHELLEY-KESSLER PAMELA among others.

Did an insider recently sell LTC stock?

Company executives, directors, and other insiders own 2.13% percent of LTC Properties, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which LTC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include MALIN CLINT B, TRICHE TIMOTHY, and HENDRICKSON BOYD W.

Which insider recently purchased LTC stock?

There have been 4 transaction(s) during the past 6-months in which LTC Properties, Inc. insiders have bought stock, totalling 10000 shares

How much of LTC does insiders own?

Around 78.82K LTC Properties, Inc. shares are held by insiders, which represents about 2.13% of LTC stock.

Who is the insider with the largest stake?

LTC CHAIRMAN & CEO, SIMPSON WENDY holds the largest portfolio of the company's shares. LTC shares owned by SIMPSON total nearly 329.09 thousand.

Which institution holds the most shares in LTC?

UBS GROUP AG is the largest institutional owner in LTC which holds 99.15 thousand shares worth $3.65M or 0.22% of the total LTC shares outstanding followed by BARCLAYS PLC with ownership of 66.1 thousand shares representing 0.14% of the LTC ownership. DEKABANK DEUTSCHE GIROZENTRALE is the third largest stakeholder with 66.57 thousand shares or 0.15% of the ownership worth more than $2.40M.

Is LTC Properties, 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 LTC is concerned, it is a stock which is optionable.

Is there a short position on LTC's shares?

Number of LTC shares short is 2.31M. 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 LTC shares are there?

As of today, 46.07M shares of LTC are outstanding.

Is there many float in LTC 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, LTC has 44.99M shares in float.

LTC 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 LTC is 6.07.

LTC Properties (LTC) 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 Shares5.01

Short Percent Of Float7.48

Shares Outstanding46.07M

Shares Float44.99M

Shares Short2.31M

Short Ratio6.07

7.48%

Short % of Float

5.01%

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

2.13% Percentage of Shares held by All Insiders

79.42% Percentage of Shares held by All Institutions

81.15% Percentage of Float held by Institutions

380

Number of Institutions Holding Shares

Institutional Ownership

About 79.42% of LTC shares are held by financial institutions. UBS GROUP AG is the top corporate investor, holding 99.15K shares valued at $3.65M. A 0.22% stake in LTC Properties, Inc. is owned by the company. BARCLAYS PLC owns 66.1K shares valued at $2.44M, which translates its holding of 0.14% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	UBS GROUP AG	0.22%	99.15K	3.65M	39.59K	+66.47%
Sep 30, 2025	BARCLAYS PLC	0.14%	66.1K	2.44M	-20.82K	-23.95%
Sep 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.15%	66.57K	2.4M	0	0
Sep 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.15%	66.98K	2.47M	2K	+3.08%
Sep 30, 2025	WATERLOO CAPITAL, L.P.	0.15%	68.38K	2.52M	3.76K	+5.82%
Sep 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.16%	72.86K	2.64M	543	+0.75%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.26%	116.76K	4.3M	26.88K	+29.91%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.26%	116.82K	4.31M	11.85K	+11.29%
Sep 30, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.28%	126.63K	4.67M	-2.02K	-1.57%
Sep 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.29%	132K	4.87M	3.05K	+2.36%
Sep 30, 2025	MARSHALL WACE, LLP	1.14%	521.8K	19.23M	-22.95K	-4.21%
Sep 30, 2025	NORTHERN TRUST CORP	1.28%	587.41K	21.65M	-13.92K	-2.32%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	1.3%	595.2K	21.94M	216.1K	+57.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.09%	955.49K	35.22M	21.44K	+2.30%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.14%	65.05K	2.4M	-12.28K	-15.88%
Sep 30, 2025	BLACKROCK, INC.	17.2%	7.86M	289.83M	-42.72K	-0.54%
Sep 30, 2025	LPL FINANCIAL LLC	0.07%	33.34K	1.23M	-20.56K	-38.15%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.08%	34.35K	1.27M	1.5K	+4.57%
Sep 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.08%	35.66K	1.26M	3.11K	+9.56%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.08%	36.09K	1.33B	36.09K	+100.00%
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	0.08%	38.79K	1.43M	973	+2.57%
Sep 30, 2025	BRIDGE CITY CAPITAL, LLC	0.09%	42.91K	1.58M	-697	-1.60%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.09%	43.23K	1.59M	1.58K	+3.80%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.1%	45.65K	1.68M	6.13K	+15.51%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.1%	45.81K	1.69M	-930	-1.99%
Sep 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.1%	46.4K	1.71M	-6.9K	-12.95%
Sep 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.1%	47.58K	1.75M	-1.8K	-3.65%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.11%	50.3K	1.85M	1.16K	+2.36%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.11%	51.58K	1.9B	7.41K	+16.78%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.12%	55.15K	2.03M	2.44K	+4.62%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	94.23K	3.47M	449	+0.48%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.33%	149.55K	5.51M	-46.77K	-23.82%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.39%	179.2K	6.61M	22.63K	+14.45%
Sep 30, 2025	INVESCO LTD.	0.47%	217.1K	8M	-62.04K	-22.22%
Sep 30, 2025	ABRDN PLC	0.54%	245.06K	8.9M	1.79K	+0.74%
Sep 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.12%	55.83K	2.06M	-1.16K	-2.03%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.54%	249.12K	9.18M	121.9K	+95.82%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.57%	259.17K	9.55M	3.5K	+1.37%
Sep 30, 2025	TUDOR INVESTMENT CORP ET AL	0.58%	263.98K	9.73M	11.23K	+4.44%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.6%	272.08K	10.03M	-26.75K	-8.95%
Sep 30, 2025	HEITMAN REAL ESTATE SECURITIES LLC	0.76%	346.61K	12.78M	282	+0.08%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.33%	605.81K	22.33M	3.88K	+0.64%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.38%	629.45K	23.2M	-315.21K	-33.37%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.43%	655.72K	24.17M	22.91K	+3.62%
Sep 30, 2025	MORGAN STANLEY	1.88%	861.15K	31.74M	140.42K	+19.48%
Sep 30, 2025	STATE STREET CORP	7.16%	3.27M	120.64M	109.15K	+3.45%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.17%	76.35K	2.81M	-6.29K	-7.61%
Sep 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.17%	76.74K	2.83M	-1.06K	-1.36%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	89.06K	3.28M	1.3K	+1.48%
Sep 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.2%	89.85K	3.31M	89.85K	+100.00%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.24%	111.58K	4.11M	90.78K	+436.46%
Sep 30, 2025	CITADEL ADVISORS LLC	0.25%	114.69K	4.23M	-145.91K	-55.99%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	1.06%	483K	17.8M	155.23K	+47.36%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.74%	1.25M	46.25M	8.77K	+0.70%
Sep 30, 2025	VANGUARD GROUP INC	15.56%	7.11M	262.15M	-51.81K	-0.72%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.13%	59.1K	2.18M	-13K	-18.03%
Sep 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.13%	59.31K	2.19M	1.91K	+3.33%
Sep 30, 2025	HSBC HOLDINGS PLC	0.13%	60.73K	2.24M	17.06K	+39.06%
Sep 30, 2025	DEUTSCHE BANK AG\	0.14%	62.43K	2.3M	7.12K	+12.87%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.14%	63.63K	2.35M	-466	-0.73%
Sep 30, 2025	JANE STREET GROUP, LLC	0.3%	136.21K	5.02M	120.18K	+749.41%
Sep 30, 2025	RHUMBLINE ADVISERS	0.31%	143.66K	5.3M	1.8K	+1.27%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.34%	156.6K	5.77M	8.92K	+6.04%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.97%	442.93K	16.33M	188.45K	+74.05%
Sep 30, 2025	NUVEEN, LLC	1.41%	644K	23.74M	340.19K	+111.98%
Sep 30, 2025	JUPITER ASSET MANAGEMENT LTD	0.4%	184.39K	6.8M	184.39K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.46%	210.5K	7.76M	-8.16K	-3.73%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.47%	215.17K	7.93M	215.17K	+100.00%
Sep 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	1.64%	750.69K	27.67M	27.69K	+3.83%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	1.78%	812.24K	29.94M	793.37K	+4,205.51%
Jun 30, 2025	BLACKROCK, INC.	17.29%	7.91M	273.61M	-117.16K	-1.46%
Jun 30, 2025	VANGUARD GROUP INC	15.67%	7.16M	247.94M	163.17K	+2.33%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.04%	934.05K	32.33M	-15.27K	-1.61%
Jun 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	1.58%	723K	25.02M	246.92K	+51.86%
Jun 30, 2025	MORGAN STANLEY	1.58%	720.73K	24.94M	27.75K	+4.00%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.38%	632.81K	21.9M	-19.51K	-2.99%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.32%	601.94K	20.83M	19.89K	+3.42%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.34%	156.57K	5.42M	13K	+9.05%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.43%	196.32K	6.79M	65.79K	+50.40%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.55%	252.75K	8.75M	166.25K	+192.17%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.56%	254.48K	8.81M	126.7K	+99.15%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.56%	255.67K	8.85M	365	+0.14%
Jun 30, 2025	CITADEL ADVISORS LLC	0.57%	260.6K	9.02M	140.46K	+116.92%
Jun 30, 2025		0.66%	303.8K	10.51M	177.23K	+140.02%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.72%	327.78K	11.34M	129.44K	+65.26%
Jun 30, 2025	HEITMAN REAL ESTATE SECURITIES LLC	0.76%	346.33K	11.99M	-139.63K	-28.73%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.83%	379.1K	13.12M	92.3K	+32.18%
Jun 30, 2025	MARSHALL WACE, LLP	1.19%	544.74K	18.85M	84.11K	+18.26%
Jun 30, 2025	NORTHERN TRUST CORP	1.32%	601.33K	20.81M	4.38K	+0.73%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.72%	1.25M	43.12M	26.63K	+2.18%
Jun 30, 2025	NUVEEN, LLC	0.66%	303.8K	10.51M	177.23K	+140.02%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.2%	89.87K	3.11M	-120.97K	-57.38%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	58.2K	2.01M	21.8K	+59.89%
Jun 30, 2025	UBS GROUP AG	0.13%	59.56K	2.06M	-27.26K	-31.40%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.14%	64.1K	2.22M	8.75K	+15.80%
Jun 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.28%	128.95K	4.46M	4.64K	+3.73%
Jun 30, 2025	RHUMBLINE ADVISERS	0.31%	141.86K	4.91M	5.8K	+4.26%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.32%	147.68K	5.11M	-44.29K	-23.07%
Jun 30, 2025	JPMORGAN CHASE & CO	0.48%	218.66K	7.57M	-27.63K	-11.22%
Jun 30, 2025	ABRDN PLC	0.53%	243.27K	8.42M	1.49K	+0.62%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	2.07%	944.66K	32.69M	702	+0.07%
Jun 30, 2025	INVESCO LTD.	0.61%	279.14K	9.66M	-17.59K	-5.93%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	93.78K	3.25M	12.16K	+14.89%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.65%	298.83K	10.34M	-184	-0.06%
Jun 30, 2025	WATERLOO CAPITAL, L.P.	0.14%	64.62K	2.24M	8.78K	+15.72%
Jun 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.14%	64.98K	2.25M	2K	+3.18%
Jun 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.15%	66.57K	2.31M	-3.59K	-5.11%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.16%	72.1K	2.5M	0	0
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.16%	72.31K	2.5M	2.06K	+2.94%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.16%	74.98K	2.59M	0	0
Jun 30, 2025	D. E. SHAW & CO., INC.	0.17%	77.33K	2.68M	25.77K	+49.97%
Jun 30, 2025	STATE STREET CORP	6.92%	3.16M	109.5M	61.68K	+1.99%
Jun 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.17%	77.79K	2.69M	-3.22K	-3.98%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.18%	82.64K	2.86M	70.35K	+572.42%
Jun 30, 2025	BARCLAYS PLC	0.19%	86.92K	3.01M	28.5K	+48.78%
Jun 30, 2025	SWISS NATIONAL BANK	0.19%	87.76K	3.04M	0	0
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.23%	104.96K	3.63M	1.15K	+1.11%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.27%	125.28K	4.34M	99.82K	+392.15%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.28%	127.22K	4.4M	119.21K	+1,488.66%
Jun 30, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.28%	128.65K	4.45M	45.95K	+55.56%
Mar 31, 2025	VANGUARD GROUP INC	15.44%	7M	248.18M	39.83K	+0.57%
Mar 31, 2025	INVESCO LTD.	0.65%	296.73K	10.52M	49.39K	+19.97%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.23%	103.81K	3.68M	-6.16K	-5.60%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.19%	86.51K	3.07M	-28.79K	-24.97%
Mar 31, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.18%	82.7K	2.93M	82.7K	+100.00%
Mar 31, 2025	CITIGROUP INC	0.16%	72.73K	2.58M	1.1K	+1.54%
Mar 31, 2025	ABRDN PLC	0.53%	241.78K	8.57M	403	+0.17%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.47%	210.85K	7.47M	7	0.00%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.44%	198.34K	7.03M	31.68K	+19.01%
Mar 31, 2025	RHUMBLINE ADVISERS	0.3%	136.06K	4.82M	-4.32K	-3.08%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.29%	130.53K	4.63M	-7.67K	-5.55%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.28%	127.78K	4.53M	-44.48K	-25.82%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.18%	81.62K	2.89M	25.37K	+45.11%
Mar 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.16%	70.25K	2.49M	-3.2K	-4.35%
Mar 31, 2025	NORTHERN TRUST CORP	1.32%	596.95K	21.16M	-2.62K	-0.44%
Mar 31, 2025	JPMORGAN CHASE & CO	0.54%	246.29K	8.73M	-90.45K	-26.86%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.28%	582.05K	20.63M	-64.55K	-9.98%
Mar 31, 2025	BLACKROCK, INC.	17.7%	8.02M	284.41M	-191.25K	-2.33%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.63%	286.8K	10.17M	22.6K	+8.55%
Mar 31, 2025	JUPITER ASSET MANAGEMENT LTD	0.58%	263.99K	9.36M	263.99K	+100.00%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.56%	255.31K	9.05M	8.65K	+3.51%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.69%	1.22M	43.22M	52.44K	+4.50%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.09%	949.32K	33.65M	126.6K	+15.39%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.44%	652.32K	23.12M	9.99K	+1.56%
Mar 31, 2025	JANE STREET GROUP, LLC	0.21%	94.89K	3.36M	77.26K	+438.37%
Mar 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.17%	74.98K	2.64M	-1.52K	-1.99%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	2.08%	943.96K	33.46M	-18.69K	-1.94%
Mar 31, 2025	MORGAN STANLEY	1.53%	692.98K	24.57M	-78.85K	-10.22%
Mar 31, 2025	HEITMAN REAL ESTATE SECURITIES LLC	1.07%	485.96K	17.23M	-43.58K	-8.23%
Mar 31, 2025	STATE STREET CORP	6.84%	3.1M	109.97M	-305.89K	-8.98%
Mar 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	1.05%	476.08K	16.88M	11.84K	+2.55%
Mar 31, 2025	MARSHALL WACE, LLP	1.02%	460.63K	16.33M	-91.68K	-16.60%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.72%	324.97K	11.52M	-174.74K	-34.97%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.66%	299.02K	10.6M	756	+0.25%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.42%	191.97K	6.81M	98.1K	+104.50%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.32%	143.58K	5.09M	30.82K	+27.33%
Mar 31, 2025		0.28%	126.58K	4.49M	126.58K	+100.00%
Mar 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.27%	124.31K	4.41M	8.65K	+7.48%
Mar 31, 2025	CITADEL ADVISORS LLC	0.27%	120.14K	4.26M	-221	-0.18%
Mar 31, 2025	SWISS NATIONAL BANK	0.19%	87.76K	3.11M	2.4K	+2.81%
Mar 31, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.18%	81.02K	2.87M	4.38K	+5.71%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	0.18%	79.71K	2.81M	-3.56K	-4.27%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.17%	75.52K	2.68M	29.67K	+64.71%
Mar 31, 2025	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.16%	74.55K	2.64M	74.55K	+100.00%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.16%	72.1K	2.56M	25K	+53.08%
Mar 31, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.15%	70.16K	2.45M	3.59K	+5.39%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	66.3K	2.35M	66.3K	+100.00%
Mar 31, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.14%	62.98K	2.23M	3.34K	+5.60%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.14%	61.84K	2.19M	-272.14K	-81.48%
Mar 31, 2025	UBS GROUP AG	0.19%	86.82K	3.08M	13.65K	+18.65%
Mar 31, 2024	MORGAN STANLEY	1.9%	792.1K	25.75M	191.1K	+31.80%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.12%	48.3K	1.57M	9.89K	+25.75%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.12%	50.19K	1.63M	1.85K	+3.83%
Mar 31, 2024	GRANITESHARES ADVISORS LLC	0.12%	51.96K	1.69M	6.61K	+14.57%
Mar 31, 2024	INDEPENDENT ADVISOR ALLIANCE	0.12%	52.04K	1.69M	913	+1.79%
Mar 31, 2024	UBS GROUP AG	0.12%	51.07K	1.66M	12.63K	+32.84%
Mar 31, 2024	WATERLOO CAPITAL, L.P.	0.13%	53.83K	1.75M	6.55K	+13.84%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.13%	54.01K	1.76M	-454	-0.83%
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.18%	76.68K	2.49M	-3.97K	-4.92%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	81.66K	2.65M	0	0
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.2%	84.89K	2.76M	-1.05K	-1.22%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.2%	86.18K	2.8M	0	0
Mar 31, 2024	CREDIT SUISSE AG/	0.22%	90.69K	2.95M	555	+0.62%
Mar 31, 2024	DEUTSCHE BANK AG\	0.23%	96.82K	3.15M	14.65K	+17.84%
Mar 31, 2024	TRILLIUM ASSET MANAGEMENT, LLC	0.26%	110.52K	3.59M	4.17K	+3.92%
Mar 31, 2024	VANGUARD GROUP INC	16.06%	6.7M	217.67M	91.96K	+1.39%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.2%	83.15K	2.7M	36.57K	+78.52%
Mar 31, 2024	ADVISORS CAPITAL MANAGEMENT, LLC	0.99%	423.53K	13.77M	42.83K	+11.25%
Mar 31, 2024	INVESCO LTD.	1.04%	434.98K	14.14M	13.84K	+3.29%
Mar 31, 2024	NORTHERN TRUST CORP	1.11%	461.49K	15M	-12.81K	-2.70%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.46%	1.03M	33.38M	40.49K	+4.11%
Mar 31, 2024	SEI INVESTMENTS CO	0.07%	28.67K	932.75M	550	+1.96%
Mar 31, 2024	CWM, LLC	0.07%	28.72K	934K	-1.68K	-5.51%
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0.07%	28.97K	941.65K	22	+0.08%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.07%	30.32K	986K	-9.69K	-24.21%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.09%	35.93K	1.17M	-11.61K	-24.43%
Mar 31, 2024	LPL FINANCIAL LLC	0.09%	36.08K	1.17M	12.53K	+53.20%
Mar 31, 2024	TEXAS PERMANENT SCHOOL FUND CORP	0.09%	36.24K	1.18M	469	+1.31%
Mar 31, 2024	BRIDGE CITY CAPITAL, LLC	0.09%	37.68K	1.23M	287	+0.77%
Mar 31, 2024	TEACHER RETIREMENT SYSTEM OF TEXAS	0.09%	39.48K	1.28M	22.36K	+130.62%
Mar 31, 2024	CITIGROUP INC	0.1%	41.15K	1.34M	6.57K	+18.99%
Mar 31, 2024	KEUDELL/MORRISON WEALTH MANAGEMENT	0.1%	42.32K	1.38M	-1.84K	-4.17%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	43.4K	1.41M	43.4K	+100.00%
Mar 31, 2024	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.11%	44.6K	1.45M	-158	-0.35%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.11%	46.57K	1.51M	0	0
Mar 31, 2024	BLACKROCK INC.	18.1%	7.55M	245.35M	-88.85K	-1.16%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	1.31%	560.97K	18.24M	519.34K	+1,247.42%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.4%	581.96K	18.92M	23.01K	+4.12%
Mar 31, 2024	STATE STREET CORP	7.4%	3.09M	100.33M	-190.42K	-5.81%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.11%	45.4K	1.48M	-42.2K	-48.17%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.11%	46.94K	1.53M	-1.15K	-2.39%
Mar 31, 2024	NOMURA ASSET MANAGEMENT CO LTD	0.11%	49.04K	1.59M	2.05K	+4.36%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.29%	119.16K	3.87M	-4.59K	-3.71%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.3%	123.4K	4.01M	-10.8K	-8.05%
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	0.31%	130.85K	4.25M	537	+0.41%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.31%	131.07K	4.26M	-2.17K	-1.63%
Mar 31, 2024	RHUMBLINE ADVISERS	0.33%	138.38K	4.5M	-62	-0.04%
Mar 31, 2024	JPMORGAN CHASE & CO	0.33%	138.63K	4.51M	-78.57K	-36.18%
Mar 31, 2024	ABRDN PLC	0.44%	189.68K	6.17M	-302	-0.16%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.46%	191.49K	6.23M	-14.73K	-7.14%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.49%	206K	6.7M	50.5K	+32.47%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.52%	214.95K	6.99M	-829	-0.38%
Mar 31, 2024	MARSHALL WACE, LLP	0.67%	288.05K	9.36M	12.49K	+4.53%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.69%	294.17K	9.88M	9.22K	+3.24%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.72%	299.53K	9.74M	-66.55K	-18.18%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.89%	379.8K	12.35M	-8.76K	-2.25%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.64%	683.98K	22.24M	14.64K	+2.19%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	2.21%	921.14K	29.95M	-66.7K	-6.75%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.13%	55.71K	1.81M	17.29K	+45.01%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.14%	59.56K	1.94M	-40.43K	-40.43%
Mar 31, 2024	CAMPBELL & CO INVESTMENT ADVISER LLC	0.14%	61.76K	2.01M	13.2K	+27.18%
Mar 31, 2024	DEKABANK DEUTSCHE GIROZENTRALE	0.16%	70.16K	2.31M	3.84K	+5.79%
Mar 31, 2024	CITADEL ADVISORS LLC	0.18%	74.63K	2.43M	-10.52K	-12.35%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.18%	78.07K	2.54M	-30.08K	-27.82%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.21%	86.18K	2.77M	-31	-0.04%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.21%	87.6K	2.81M	53K	+153.18%
Dec 31, 2023	CREDIT SUISSE AG/	0.22%	90.13K	2.9M	6.52K	+7.79%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.23%	94.71K	3.04M	46.66K	+97.11%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.24%	99.99K	3.21M	8.49K	+9.27%
Dec 31, 2023	TRILLIUM ASSET MANAGEMENT, LLC	0.26%	106.35K	3.42M	9.46K	+9.76%
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.26%	108.15K	3.47M	60.37K	+126.35%
Dec 31, 2023	CUBIST SYSTEMATIC STRATEGIES, LLC	0.27%	112.9K	3.63M	102.08K	+942.88%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.3%	123.75K	3.97M	-9.89K	-7.40%
Dec 31, 2023	ASSET MANAGEMENT ONE CO., LTD.	0.32%	130.31K	4.26M	16.6K	+14.60%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.32%	133.24K	4.28M	1.05K	+0.80%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.33%	134.2K	4.31M	92K	+218.01%
Dec 31, 2023	RHUMBLINE ADVISERS	0.34%	138.44K	4.45M	811	+0.59%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.35%	143.25K	4.6M	91.68K	+177.79%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.38%	155.51K	4.99M	29.34K	+23.25%
Dec 31, 2023	ABRDN PLC	0.46%	189.98K	6.1M	181.68K	+2,190.27%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.5%	206.22K	6.62M	69.97K	+51.36%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.52%	215.78K	6.93M	-7.67K	-3.43%
Dec 31, 2023	JPMORGAN CHASE & CO	0.53%	217.2K	6.98M	10.3K	+4.98%
Dec 31, 2023	NORGES BANK	0.65%	268.03K	8.61M	268.03K	+100.00%
Dec 31, 2023	DEKABANK DEUTSCHE GIROZENTRALE	0.16%	66.32K	2.18M	6.57K	+10.99%
Dec 31, 2023	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.17%	68.91K	2.21M	19.07K	+38.26%
Dec 31, 2023	MARSHALL WACE, LLP	0.67%	275.55K	8.85M	267.44K	+3,297.29%
Dec 31, 2023	BARCLAYS PLC	0.19%	76.15K	2.45M	44.7K	+142.13%
Dec 31, 2023	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.2%	80.65K	2.59M	3.47K	+4.50%
Dec 31, 2023	SWISS NATIONAL BANK	0.2%	81.66K	2.62M	-9.4K	-10.32%
Dec 31, 2023	DEUTSCHE BANK AG\	0.2%	82.16K	2.64M	5.13K	+6.66%
Dec 31, 2023	CITADEL ADVISORS LLC	0.21%	85.15K	2.73M	71.67K	+531.79%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.89%	366.08K	11.76M	33.71K	+10.14%
Dec 31, 2023	ADVISORS CAPITAL MANAGEMENT, LLC	0.93%	380.7K	12.23M	-36.06K	-8.65%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.94%	388.56K	12.48M	11.21K	+2.97%
Dec 31, 2023	INVESCO LTD.	1.02%	421.14K	13.53M	175.51K	+71.46%
Dec 31, 2023	NORTHERN TRUST CORP	1.15%	474.3K	15.23M	-126.78K	-21.09%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.36%	558.95K	17.95M	-15.19K	-2.65%
Dec 31, 2023	MORGAN STANLEY	1.46%	601K	19.3M	66.72K	+12.49%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.63%	669.34K	21.5M	24.32K	+3.77%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.4%	986.22K	31.68M	41.59K	+4.40%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	2.4%	987.85K	31.73M	-9.12K	-0.91%
Dec 31, 2023	STATE STREET CORP	7.96%	3.28M	105.24M	93.58K	+2.94%
Dec 31, 2023	VANGUARD GROUP INC	16.05%	6.6M	212.1M	-40.38K	-0.61%
Dec 31, 2023	BLACKROCK INC.	18.55%	7.64M	245.27M	272.26K	+3.70%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.12%	48.09K	1.54M	-489	-1.01%
Dec 31, 2023	GREAT WEST LIFE ASSURANCE CO /CAN/	0.12%	48.34K	1.55M	-2.17K	-4.30%
Dec 31, 2023	CAMPBELL & CO INVESTMENT ADVISER LLC	0.12%	48.56K	1.56M	8.67K	+21.75%
Dec 31, 2023	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.21%	85.94K	2.76M	34.76K	+67.91%
Dec 31, 2023	INDEPENDENT ADVISOR ALLIANCE	0.12%	51.13K	1.64M	2.39K	+4.90%
Dec 31, 2023	SOUTH DAKOTA INVESTMENT COUNCIL	0.13%	52.86K	1.7M	0	0
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.13%	54.46K	1.75M	-1.51K	-2.69%
Dec 31, 2023	UBS OCONNOR LLC	0.13%	55.3K	1.78M	-92.44K	-62.57%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.69%	284.95K	9.15M	12.06K	+4.42%

Insiders

Among the LTC insiders holding of 2.13% of the stake in company, SIMPSON WENDY, CHAIRMAN & CEO, holds the largest shares of 329.09K. MALIN CLINT B, CO-PRESIDENT & CIO, is the second largest LTC insider with ownership of 158.59K shares. SHELLEY-KESSLER PAMELA, CO-PRESIDENT, CFO & SECRETARY, stands third with possession of 145.71K shares of that stake.

Insiders	Designation	Shares Held
SIMPSON WENDY	CHAIRMAN & CEO	329.09K
MALIN CLINT B	CO-PRESIDENT & CIO	158.59K
SHELLEY-KESSLER PAMELA	CO-PRESIDENT, CFO & SECRETARY	145.71K
TRICHE TIMOTHY	director	34.52K
CHIKHALE CAROLINE	EVP, CAO & TREASURER	34.34K
GRUBER DAVID L	director	29.83K
PIECZYNSKI JAMES	director	23.28K
HENDRICKSON BOYD W	director	21.82K
BOITANO DAVID M	EVP & CIO	12.63K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 07, 2025	GRUBER DAVID L	PURCHASE	35.94	1K	35.94K	29.83K
Nov 06, 2025	GRUBER DAVID L	PURCHASE	35.35	2K	70.7K	26.74K
Jun 27, 2025	BOITANO DAVID M	PURCHASE	34.62	3K	103.86K	12.63K
Jun 26, 2025	BOITANO DAVID M	PURCHASE	34.50	4K	138K	9.63K
Dec 11, 2024	GRUBER DAVID L	PURCHASE	37.16	3K	111.48K	21.52K
Nov 07, 2024	MALIN CLINT B	SALE	38.75	6K	232.5K	158.59K
Aug 30, 2024	TRICHE TIMOTHY	SALE	36.45	5K	182.25K	34.52K
Aug 02, 2024	GRUBER DAVID L	PURCHASE	35.80	4K	143.2K	16.32K
Apr 02, 2024	TRICHE TIMOTHY	SALE	31.67	3.08K	97.61K	36.34K
Dec 22, 2023	HENDRICKSON BOYD W	SALE	32.68	7.5K	245.1K	21.82K
Nov 14, 2023	SHELLEY-KESSLER PAMELA	SALE	32.54	15.5K	504.37K	145.71K
Nov 08, 2023	GRUBER DAVID L	PURCHASE	31.33	3.5K	109.66K	9.05K
Jun 28, 2023	TRICHE TIMOTHY	SALE	33.03	6K	198.18K	39.43K
Feb 02, 2023	SIMPSON WENDY	SALE	38.69	8.7K	336.6K	329.09K
Feb 01, 2023	SIMPSON WENDY	SALE	38.50	500	19.25K	412.26K
Dec 08, 2022	CHIKHALE CAROLINE	SALE	39.50	5K	197.5K	34.34K
Dec 07, 2022	CHIKHALE CAROLINE	SALE	39.53	10	395.3	39.34K
Feb 28, 2020	PIECZYNSKI JAMES	PURCHASE	45.05	1K	45.05K	23.28K
Aug 27, 2019	SIMPSON WENDY	SALE	49.34	950	46.87K	337.66K
Aug 26, 2019	SIMPSON WENDY	SALE	48.99	2.6K	127.37K	344.66K
Jun 19, 2019	TRICHE TIMOTHY	SALE	46.17	200	9.23K	36.16K
Jan 03, 2018	PIECZYNSKI JAMES	PURCHASE	43.60	2K	87.2K	17.97K
Dec 28, 2017	TRICHE TIMOTHY	SALE	43.35	2.72K	117.91K	34.66K
Dec 18, 2017	HENDRICKSON BOYD W	SALE	47.17	100	4.72K	13.41K
Dec 15, 2017	HENDRICKSON BOYD W	SALE	46.77	413	19.32K	14.91K
Mar 23, 2017	TRICHE TIMOTHY	SALE	47.06	51	2.4K	32.19K
Aug 30, 2016	TRICHE TIMOTHY	SALE	52.13	2K	104.26K	36.19K
Jun 22, 2016	MALIN CLINT B	SALE	49.54	86	4.26K	72K
Mar 21, 2016	TRICHE TIMOTHY	SALE	44.32	1.56K	69.18K	32.94K
Feb 29, 2016	MALIN CLINT B	SALE	44.63	100	4.46K	74.4K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE10K4

SALES00

NET SHARES10K4

SHARES HELD78.82K4

% NET SHARES-87.31%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares5.01

Short Percent Of Float7.48

Shares Outstanding46.07M

Shares Float44.99M

Shares Short2.31M

Short Ratio6.07

7.48%

Short % of Float

5.01%

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

2.13% Percentage of Shares held by All Insiders

79.42% Percentage of Shares held by All Institutions

81.15% Percentage of Float held by Institutions

380

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	UBS GROUP AG	0.22%	99.15K	3.65M	39.59K	+66.47%
Sep 30, 2025	BARCLAYS PLC	0.14%	66.1K	2.44M	-20.82K	-23.95%
Sep 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.15%	66.57K	2.4M	0	0
Sep 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.15%	66.98K	2.47M	2K	+3.08%
Sep 30, 2025	WATERLOO CAPITAL, L.P.	0.15%	68.38K	2.52M	3.76K	+5.82%
Sep 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.16%	72.86K	2.64M	543	+0.75%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.26%	116.76K	4.3M	26.88K	+29.91%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.26%	116.82K	4.31M	11.85K	+11.29%
Sep 30, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.28%	126.63K	4.67M	-2.02K	-1.57%
Sep 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.29%	132K	4.87M	3.05K	+2.36%
Sep 30, 2025	MARSHALL WACE, LLP	1.14%	521.8K	19.23M	-22.95K	-4.21%
Sep 30, 2025	NORTHERN TRUST CORP	1.28%	587.41K	21.65M	-13.92K	-2.32%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	1.3%	595.2K	21.94M	216.1K	+57.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.09%	955.49K	35.22M	21.44K	+2.30%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.14%	65.05K	2.4M	-12.28K	-15.88%
Sep 30, 2025	BLACKROCK, INC.	17.2%	7.86M	289.83M	-42.72K	-0.54%
Sep 30, 2025	LPL FINANCIAL LLC	0.07%	33.34K	1.23M	-20.56K	-38.15%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.08%	34.35K	1.27M	1.5K	+4.57%
Sep 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.08%	35.66K	1.26M	3.11K	+9.56%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.08%	36.09K	1.33B	36.09K	+100.00%
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	0.08%	38.79K	1.43M	973	+2.57%
Sep 30, 2025	BRIDGE CITY CAPITAL, LLC	0.09%	42.91K	1.58M	-697	-1.60%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.09%	43.23K	1.59M	1.58K	+3.80%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.1%	45.65K	1.68M	6.13K	+15.51%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.1%	45.81K	1.69M	-930	-1.99%
Sep 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.1%	46.4K	1.71M	-6.9K	-12.95%
Sep 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.1%	47.58K	1.75M	-1.8K	-3.65%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.11%	50.3K	1.85M	1.16K	+2.36%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.11%	51.58K	1.9B	7.41K	+16.78%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.12%	55.15K	2.03M	2.44K	+4.62%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	94.23K	3.47M	449	+0.48%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.33%	149.55K	5.51M	-46.77K	-23.82%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.39%	179.2K	6.61M	22.63K	+14.45%
Sep 30, 2025	INVESCO LTD.	0.47%	217.1K	8M	-62.04K	-22.22%
Sep 30, 2025	ABRDN PLC	0.54%	245.06K	8.9M	1.79K	+0.74%
Sep 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.12%	55.83K	2.06M	-1.16K	-2.03%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.54%	249.12K	9.18M	121.9K	+95.82%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.57%	259.17K	9.55M	3.5K	+1.37%
Sep 30, 2025	TUDOR INVESTMENT CORP ET AL	0.58%	263.98K	9.73M	11.23K	+4.44%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.6%	272.08K	10.03M	-26.75K	-8.95%
Sep 30, 2025	HEITMAN REAL ESTATE SECURITIES LLC	0.76%	346.61K	12.78M	282	+0.08%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.33%	605.81K	22.33M	3.88K	+0.64%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.38%	629.45K	23.2M	-315.21K	-33.37%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.43%	655.72K	24.17M	22.91K	+3.62%
Sep 30, 2025	MORGAN STANLEY	1.88%	861.15K	31.74M	140.42K	+19.48%
Sep 30, 2025	STATE STREET CORP	7.16%	3.27M	120.64M	109.15K	+3.45%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.17%	76.35K	2.81M	-6.29K	-7.61%
Sep 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.17%	76.74K	2.83M	-1.06K	-1.36%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	89.06K	3.28M	1.3K	+1.48%
Sep 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.2%	89.85K	3.31M	89.85K	+100.00%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.24%	111.58K	4.11M	90.78K	+436.46%
Sep 30, 2025	CITADEL ADVISORS LLC	0.25%	114.69K	4.23M	-145.91K	-55.99%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	1.06%	483K	17.8M	155.23K	+47.36%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.74%	1.25M	46.25M	8.77K	+0.70%
Sep 30, 2025	VANGUARD GROUP INC	15.56%	7.11M	262.15M	-51.81K	-0.72%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.13%	59.1K	2.18M	-13K	-18.03%
Sep 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.13%	59.31K	2.19M	1.91K	+3.33%
Sep 30, 2025	HSBC HOLDINGS PLC	0.13%	60.73K	2.24M	17.06K	+39.06%
Sep 30, 2025	DEUTSCHE BANK AG\	0.14%	62.43K	2.3M	7.12K	+12.87%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.14%	63.63K	2.35M	-466	-0.73%
Sep 30, 2025	JANE STREET GROUP, LLC	0.3%	136.21K	5.02M	120.18K	+749.41%
Sep 30, 2025	RHUMBLINE ADVISERS	0.31%	143.66K	5.3M	1.8K	+1.27%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.34%	156.6K	5.77M	8.92K	+6.04%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.97%	442.93K	16.33M	188.45K	+74.05%
Sep 30, 2025	NUVEEN, LLC	1.41%	644K	23.74M	340.19K	+111.98%
Sep 30, 2025	JUPITER ASSET MANAGEMENT LTD	0.4%	184.39K	6.8M	184.39K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.46%	210.5K	7.76M	-8.16K	-3.73%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.47%	215.17K	7.93M	215.17K	+100.00%
Sep 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	1.64%	750.69K	27.67M	27.69K	+3.83%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	1.78%	812.24K	29.94M	793.37K	+4,205.51%
Jun 30, 2025	BLACKROCK, INC.	17.29%	7.91M	273.61M	-117.16K	-1.46%
Jun 30, 2025	VANGUARD GROUP INC	15.67%	7.16M	247.94M	163.17K	+2.33%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.04%	934.05K	32.33M	-15.27K	-1.61%
Jun 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	1.58%	723K	25.02M	246.92K	+51.86%
Jun 30, 2025	MORGAN STANLEY	1.58%	720.73K	24.94M	27.75K	+4.00%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.38%	632.81K	21.9M	-19.51K	-2.99%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.32%	601.94K	20.83M	19.89K	+3.42%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.34%	156.57K	5.42M	13K	+9.05%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.43%	196.32K	6.79M	65.79K	+50.40%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.55%	252.75K	8.75M	166.25K	+192.17%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.56%	254.48K	8.81M	126.7K	+99.15%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.56%	255.67K	8.85M	365	+0.14%
Jun 30, 2025	CITADEL ADVISORS LLC	0.57%	260.6K	9.02M	140.46K	+116.92%
Jun 30, 2025		0.66%	303.8K	10.51M	177.23K	+140.02%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.72%	327.78K	11.34M	129.44K	+65.26%
Jun 30, 2025	HEITMAN REAL ESTATE SECURITIES LLC	0.76%	346.33K	11.99M	-139.63K	-28.73%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.83%	379.1K	13.12M	92.3K	+32.18%
Jun 30, 2025	MARSHALL WACE, LLP	1.19%	544.74K	18.85M	84.11K	+18.26%
Jun 30, 2025	NORTHERN TRUST CORP	1.32%	601.33K	20.81M	4.38K	+0.73%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.72%	1.25M	43.12M	26.63K	+2.18%
Jun 30, 2025	NUVEEN, LLC	0.66%	303.8K	10.51M	177.23K	+140.02%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.2%	89.87K	3.11M	-120.97K	-57.38%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	58.2K	2.01M	21.8K	+59.89%
Jun 30, 2025	UBS GROUP AG	0.13%	59.56K	2.06M	-27.26K	-31.40%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.14%	64.1K	2.22M	8.75K	+15.80%
Jun 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.28%	128.95K	4.46M	4.64K	+3.73%
Jun 30, 2025	RHUMBLINE ADVISERS	0.31%	141.86K	4.91M	5.8K	+4.26%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.32%	147.68K	5.11M	-44.29K	-23.07%
Jun 30, 2025	JPMORGAN CHASE & CO	0.48%	218.66K	7.57M	-27.63K	-11.22%
Jun 30, 2025	ABRDN PLC	0.53%	243.27K	8.42M	1.49K	+0.62%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	2.07%	944.66K	32.69M	702	+0.07%
Jun 30, 2025	INVESCO LTD.	0.61%	279.14K	9.66M	-17.59K	-5.93%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	93.78K	3.25M	12.16K	+14.89%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.65%	298.83K	10.34M	-184	-0.06%
Jun 30, 2025	WATERLOO CAPITAL, L.P.	0.14%	64.62K	2.24M	8.78K	+15.72%
Jun 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.14%	64.98K	2.25M	2K	+3.18%
Jun 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.15%	66.57K	2.31M	-3.59K	-5.11%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.16%	72.1K	2.5M	0	0
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.16%	72.31K	2.5M	2.06K	+2.94%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.16%	74.98K	2.59M	0	0
Jun 30, 2025	D. E. SHAW & CO., INC.	0.17%	77.33K	2.68M	25.77K	+49.97%
Jun 30, 2025	STATE STREET CORP	6.92%	3.16M	109.5M	61.68K	+1.99%
Jun 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.17%	77.79K	2.69M	-3.22K	-3.98%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.18%	82.64K	2.86M	70.35K	+572.42%
Jun 30, 2025	BARCLAYS PLC	0.19%	86.92K	3.01M	28.5K	+48.78%
Jun 30, 2025	SWISS NATIONAL BANK	0.19%	87.76K	3.04M	0	0
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.23%	104.96K	3.63M	1.15K	+1.11%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.27%	125.28K	4.34M	99.82K	+392.15%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.28%	127.22K	4.4M	119.21K	+1,488.66%
Jun 30, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.28%	128.65K	4.45M	45.95K	+55.56%
Mar 31, 2025	VANGUARD GROUP INC	15.44%	7M	248.18M	39.83K	+0.57%
Mar 31, 2025	INVESCO LTD.	0.65%	296.73K	10.52M	49.39K	+19.97%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.23%	103.81K	3.68M	-6.16K	-5.60%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.19%	86.51K	3.07M	-28.79K	-24.97%
Mar 31, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.18%	82.7K	2.93M	82.7K	+100.00%
Mar 31, 2025	CITIGROUP INC	0.16%	72.73K	2.58M	1.1K	+1.54%
Mar 31, 2025	ABRDN PLC	0.53%	241.78K	8.57M	403	+0.17%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.47%	210.85K	7.47M	7	0.00%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.44%	198.34K	7.03M	31.68K	+19.01%
Mar 31, 2025	RHUMBLINE ADVISERS	0.3%	136.06K	4.82M	-4.32K	-3.08%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.29%	130.53K	4.63M	-7.67K	-5.55%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.28%	127.78K	4.53M	-44.48K	-25.82%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.18%	81.62K	2.89M	25.37K	+45.11%
Mar 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.16%	70.25K	2.49M	-3.2K	-4.35%
Mar 31, 2025	NORTHERN TRUST CORP	1.32%	596.95K	21.16M	-2.62K	-0.44%
Mar 31, 2025	JPMORGAN CHASE & CO	0.54%	246.29K	8.73M	-90.45K	-26.86%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.28%	582.05K	20.63M	-64.55K	-9.98%
Mar 31, 2025	BLACKROCK, INC.	17.7%	8.02M	284.41M	-191.25K	-2.33%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.63%	286.8K	10.17M	22.6K	+8.55%
Mar 31, 2025	JUPITER ASSET MANAGEMENT LTD	0.58%	263.99K	9.36M	263.99K	+100.00%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.56%	255.31K	9.05M	8.65K	+3.51%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.69%	1.22M	43.22M	52.44K	+4.50%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.09%	949.32K	33.65M	126.6K	+15.39%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.44%	652.32K	23.12M	9.99K	+1.56%
Mar 31, 2025	JANE STREET GROUP, LLC	0.21%	94.89K	3.36M	77.26K	+438.37%
Mar 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.17%	74.98K	2.64M	-1.52K	-1.99%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	2.08%	943.96K	33.46M	-18.69K	-1.94%
Mar 31, 2025	MORGAN STANLEY	1.53%	692.98K	24.57M	-78.85K	-10.22%
Mar 31, 2025	HEITMAN REAL ESTATE SECURITIES LLC	1.07%	485.96K	17.23M	-43.58K	-8.23%
Mar 31, 2025	STATE STREET CORP	6.84%	3.1M	109.97M	-305.89K	-8.98%
Mar 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	1.05%	476.08K	16.88M	11.84K	+2.55%
Mar 31, 2025	MARSHALL WACE, LLP	1.02%	460.63K	16.33M	-91.68K	-16.60%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.72%	324.97K	11.52M	-174.74K	-34.97%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.66%	299.02K	10.6M	756	+0.25%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.42%	191.97K	6.81M	98.1K	+104.50%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.32%	143.58K	5.09M	30.82K	+27.33%
Mar 31, 2025		0.28%	126.58K	4.49M	126.58K	+100.00%
Mar 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.27%	124.31K	4.41M	8.65K	+7.48%
Mar 31, 2025	CITADEL ADVISORS LLC	0.27%	120.14K	4.26M	-221	-0.18%
Mar 31, 2025	SWISS NATIONAL BANK	0.19%	87.76K	3.11M	2.4K	+2.81%
Mar 31, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.18%	81.02K	2.87M	4.38K	+5.71%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	0.18%	79.71K	2.81M	-3.56K	-4.27%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.17%	75.52K	2.68M	29.67K	+64.71%
Mar 31, 2025	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.16%	74.55K	2.64M	74.55K	+100.00%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.16%	72.1K	2.56M	25K	+53.08%
Mar 31, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.15%	70.16K	2.45M	3.59K	+5.39%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	66.3K	2.35M	66.3K	+100.00%
Mar 31, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.14%	62.98K	2.23M	3.34K	+5.60%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.14%	61.84K	2.19M	-272.14K	-81.48%
Mar 31, 2025	UBS GROUP AG	0.19%	86.82K	3.08M	13.65K	+18.65%
Mar 31, 2024	MORGAN STANLEY	1.9%	792.1K	25.75M	191.1K	+31.80%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.12%	48.3K	1.57M	9.89K	+25.75%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.12%	50.19K	1.63M	1.85K	+3.83%
Mar 31, 2024	GRANITESHARES ADVISORS LLC	0.12%	51.96K	1.69M	6.61K	+14.57%
Mar 31, 2024	INDEPENDENT ADVISOR ALLIANCE	0.12%	52.04K	1.69M	913	+1.79%
Mar 31, 2024	UBS GROUP AG	0.12%	51.07K	1.66M	12.63K	+32.84%
Mar 31, 2024	WATERLOO CAPITAL, L.P.	0.13%	53.83K	1.75M	6.55K	+13.84%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.13%	54.01K	1.76M	-454	-0.83%
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.18%	76.68K	2.49M	-3.97K	-4.92%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	81.66K	2.65M	0	0
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.2%	84.89K	2.76M	-1.05K	-1.22%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.2%	86.18K	2.8M	0	0
Mar 31, 2024	CREDIT SUISSE AG/	0.22%	90.69K	2.95M	555	+0.62%
Mar 31, 2024	DEUTSCHE BANK AG\	0.23%	96.82K	3.15M	14.65K	+17.84%
Mar 31, 2024	TRILLIUM ASSET MANAGEMENT, LLC	0.26%	110.52K	3.59M	4.17K	+3.92%
Mar 31, 2024	VANGUARD GROUP INC	16.06%	6.7M	217.67M	91.96K	+1.39%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.2%	83.15K	2.7M	36.57K	+78.52%
Mar 31, 2024	ADVISORS CAPITAL MANAGEMENT, LLC	0.99%	423.53K	13.77M	42.83K	+11.25%
Mar 31, 2024	INVESCO LTD.	1.04%	434.98K	14.14M	13.84K	+3.29%
Mar 31, 2024	NORTHERN TRUST CORP	1.11%	461.49K	15M	-12.81K	-2.70%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.46%	1.03M	33.38M	40.49K	+4.11%
Mar 31, 2024	SEI INVESTMENTS CO	0.07%	28.67K	932.75M	550	+1.96%
Mar 31, 2024	CWM, LLC	0.07%	28.72K	934K	-1.68K	-5.51%
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0.07%	28.97K	941.65K	22	+0.08%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.07%	30.32K	986K	-9.69K	-24.21%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.09%	35.93K	1.17M	-11.61K	-24.43%
Mar 31, 2024	LPL FINANCIAL LLC	0.09%	36.08K	1.17M	12.53K	+53.20%
Mar 31, 2024	TEXAS PERMANENT SCHOOL FUND CORP	0.09%	36.24K	1.18M	469	+1.31%
Mar 31, 2024	BRIDGE CITY CAPITAL, LLC	0.09%	37.68K	1.23M	287	+0.77%
Mar 31, 2024	TEACHER RETIREMENT SYSTEM OF TEXAS	0.09%	39.48K	1.28M	22.36K	+130.62%
Mar 31, 2024	CITIGROUP INC	0.1%	41.15K	1.34M	6.57K	+18.99%
Mar 31, 2024	KEUDELL/MORRISON WEALTH MANAGEMENT	0.1%	42.32K	1.38M	-1.84K	-4.17%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	43.4K	1.41M	43.4K	+100.00%
Mar 31, 2024	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.11%	44.6K	1.45M	-158	-0.35%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.11%	46.57K	1.51M	0	0
Mar 31, 2024	BLACKROCK INC.	18.1%	7.55M	245.35M	-88.85K	-1.16%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	1.31%	560.97K	18.24M	519.34K	+1,247.42%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.4%	581.96K	18.92M	23.01K	+4.12%
Mar 31, 2024	STATE STREET CORP	7.4%	3.09M	100.33M	-190.42K	-5.81%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.11%	45.4K	1.48M	-42.2K	-48.17%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.11%	46.94K	1.53M	-1.15K	-2.39%
Mar 31, 2024	NOMURA ASSET MANAGEMENT CO LTD	0.11%	49.04K	1.59M	2.05K	+4.36%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.29%	119.16K	3.87M	-4.59K	-3.71%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.3%	123.4K	4.01M	-10.8K	-8.05%
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	0.31%	130.85K	4.25M	537	+0.41%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.31%	131.07K	4.26M	-2.17K	-1.63%
Mar 31, 2024	RHUMBLINE ADVISERS	0.33%	138.38K	4.5M	-62	-0.04%
Mar 31, 2024	JPMORGAN CHASE & CO	0.33%	138.63K	4.51M	-78.57K	-36.18%
Mar 31, 2024	ABRDN PLC	0.44%	189.68K	6.17M	-302	-0.16%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.46%	191.49K	6.23M	-14.73K	-7.14%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.49%	206K	6.7M	50.5K	+32.47%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.52%	214.95K	6.99M	-829	-0.38%
Mar 31, 2024	MARSHALL WACE, LLP	0.67%	288.05K	9.36M	12.49K	+4.53%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.69%	294.17K	9.88M	9.22K	+3.24%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.72%	299.53K	9.74M	-66.55K	-18.18%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.89%	379.8K	12.35M	-8.76K	-2.25%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.64%	683.98K	22.24M	14.64K	+2.19%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	2.21%	921.14K	29.95M	-66.7K	-6.75%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.13%	55.71K	1.81M	17.29K	+45.01%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.14%	59.56K	1.94M	-40.43K	-40.43%
Mar 31, 2024	CAMPBELL & CO INVESTMENT ADVISER LLC	0.14%	61.76K	2.01M	13.2K	+27.18%
Mar 31, 2024	DEKABANK DEUTSCHE GIROZENTRALE	0.16%	70.16K	2.31M	3.84K	+5.79%
Mar 31, 2024	CITADEL ADVISORS LLC	0.18%	74.63K	2.43M	-10.52K	-12.35%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.18%	78.07K	2.54M	-30.08K	-27.82%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.21%	86.18K	2.77M	-31	-0.04%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.21%	87.6K	2.81M	53K	+153.18%
Dec 31, 2023	CREDIT SUISSE AG/	0.22%	90.13K	2.9M	6.52K	+7.79%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.23%	94.71K	3.04M	46.66K	+97.11%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.24%	99.99K	3.21M	8.49K	+9.27%
Dec 31, 2023	TRILLIUM ASSET MANAGEMENT, LLC	0.26%	106.35K	3.42M	9.46K	+9.76%
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.26%	108.15K	3.47M	60.37K	+126.35%
Dec 31, 2023	CUBIST SYSTEMATIC STRATEGIES, LLC	0.27%	112.9K	3.63M	102.08K	+942.88%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.3%	123.75K	3.97M	-9.89K	-7.40%
Dec 31, 2023	ASSET MANAGEMENT ONE CO., LTD.	0.32%	130.31K	4.26M	16.6K	+14.60%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.32%	133.24K	4.28M	1.05K	+0.80%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.33%	134.2K	4.31M	92K	+218.01%
Dec 31, 2023	RHUMBLINE ADVISERS	0.34%	138.44K	4.45M	811	+0.59%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.35%	143.25K	4.6M	91.68K	+177.79%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.38%	155.51K	4.99M	29.34K	+23.25%
Dec 31, 2023	ABRDN PLC	0.46%	189.98K	6.1M	181.68K	+2,190.27%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.5%	206.22K	6.62M	69.97K	+51.36%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.52%	215.78K	6.93M	-7.67K	-3.43%
Dec 31, 2023	JPMORGAN CHASE & CO	0.53%	217.2K	6.98M	10.3K	+4.98%
Dec 31, 2023	NORGES BANK	0.65%	268.03K	8.61M	268.03K	+100.00%
Dec 31, 2023	DEKABANK DEUTSCHE GIROZENTRALE	0.16%	66.32K	2.18M	6.57K	+10.99%
Dec 31, 2023	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.17%	68.91K	2.21M	19.07K	+38.26%
Dec 31, 2023	MARSHALL WACE, LLP	0.67%	275.55K	8.85M	267.44K	+3,297.29%
Dec 31, 2023	BARCLAYS PLC	0.19%	76.15K	2.45M	44.7K	+142.13%
Dec 31, 2023	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.2%	80.65K	2.59M	3.47K	+4.50%
Dec 31, 2023	SWISS NATIONAL BANK	0.2%	81.66K	2.62M	-9.4K	-10.32%
Dec 31, 2023	DEUTSCHE BANK AG\	0.2%	82.16K	2.64M	5.13K	+6.66%
Dec 31, 2023	CITADEL ADVISORS LLC	0.21%	85.15K	2.73M	71.67K	+531.79%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.89%	366.08K	11.76M	33.71K	+10.14%
Dec 31, 2023	ADVISORS CAPITAL MANAGEMENT, LLC	0.93%	380.7K	12.23M	-36.06K	-8.65%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.94%	388.56K	12.48M	11.21K	+2.97%
Dec 31, 2023	INVESCO LTD.	1.02%	421.14K	13.53M	175.51K	+71.46%
Dec 31, 2023	NORTHERN TRUST CORP	1.15%	474.3K	15.23M	-126.78K	-21.09%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.36%	558.95K	17.95M	-15.19K	-2.65%
Dec 31, 2023	MORGAN STANLEY	1.46%	601K	19.3M	66.72K	+12.49%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.63%	669.34K	21.5M	24.32K	+3.77%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.4%	986.22K	31.68M	41.59K	+4.40%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	2.4%	987.85K	31.73M	-9.12K	-0.91%
Dec 31, 2023	STATE STREET CORP	7.96%	3.28M	105.24M	93.58K	+2.94%
Dec 31, 2023	VANGUARD GROUP INC	16.05%	6.6M	212.1M	-40.38K	-0.61%
Dec 31, 2023	BLACKROCK INC.	18.55%	7.64M	245.27M	272.26K	+3.70%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.12%	48.09K	1.54M	-489	-1.01%
Dec 31, 2023	GREAT WEST LIFE ASSURANCE CO /CAN/	0.12%	48.34K	1.55M	-2.17K	-4.30%
Dec 31, 2023	CAMPBELL & CO INVESTMENT ADVISER LLC	0.12%	48.56K	1.56M	8.67K	+21.75%
Dec 31, 2023	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.21%	85.94K	2.76M	34.76K	+67.91%
Dec 31, 2023	INDEPENDENT ADVISOR ALLIANCE	0.12%	51.13K	1.64M	2.39K	+4.90%
Dec 31, 2023	SOUTH DAKOTA INVESTMENT COUNCIL	0.13%	52.86K	1.7M	0	0
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.13%	54.46K	1.75M	-1.51K	-2.69%
Dec 31, 2023	UBS OCONNOR LLC	0.13%	55.3K	1.78M	-92.44K	-62.57%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.69%	284.95K	9.15M	12.06K	+4.42%

Insiders

Insiders	Designation	Shares Held
SIMPSON WENDY	CHAIRMAN & CEO	329.09K
MALIN CLINT B	CO-PRESIDENT & CIO	158.59K
SHELLEY-KESSLER PAMELA	CO-PRESIDENT, CFO & SECRETARY	145.71K
TRICHE TIMOTHY	director	34.52K
CHIKHALE CAROLINE	EVP, CAO & TREASURER	34.34K
GRUBER DAVID L	director	29.83K
PIECZYNSKI JAMES	director	23.28K
HENDRICKSON BOYD W	director	21.82K
BOITANO DAVID M	EVP & CIO	12.63K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 07, 2025	GRUBER DAVID L	PURCHASE	35.94	1K	35.94K	29.83K
Nov 06, 2025	GRUBER DAVID L	PURCHASE	35.35	2K	70.7K	26.74K
Jun 27, 2025	BOITANO DAVID M	PURCHASE	34.62	3K	103.86K	12.63K
Jun 26, 2025	BOITANO DAVID M	PURCHASE	34.50	4K	138K	9.63K
Dec 11, 2024	GRUBER DAVID L	PURCHASE	37.16	3K	111.48K	21.52K
Nov 07, 2024	MALIN CLINT B	SALE	38.75	6K	232.5K	158.59K
Aug 30, 2024	TRICHE TIMOTHY	SALE	36.45	5K	182.25K	34.52K
Aug 02, 2024	GRUBER DAVID L	PURCHASE	35.80	4K	143.2K	16.32K
Apr 02, 2024	TRICHE TIMOTHY	SALE	31.67	3.08K	97.61K	36.34K
Dec 22, 2023	HENDRICKSON BOYD W	SALE	32.68	7.5K	245.1K	21.82K
Nov 14, 2023	SHELLEY-KESSLER PAMELA	SALE	32.54	15.5K	504.37K	145.71K
Nov 08, 2023	GRUBER DAVID L	PURCHASE	31.33	3.5K	109.66K	9.05K
Jun 28, 2023	TRICHE TIMOTHY	SALE	33.03	6K	198.18K	39.43K
Feb 02, 2023	SIMPSON WENDY	SALE	38.69	8.7K	336.6K	329.09K
Feb 01, 2023	SIMPSON WENDY	SALE	38.50	500	19.25K	412.26K
Dec 08, 2022	CHIKHALE CAROLINE	SALE	39.50	5K	197.5K	34.34K
Dec 07, 2022	CHIKHALE CAROLINE	SALE	39.53	10	395.3	39.34K
Feb 28, 2020	PIECZYNSKI JAMES	PURCHASE	45.05	1K	45.05K	23.28K
Aug 27, 2019	SIMPSON WENDY	SALE	49.34	950	46.87K	337.66K
Aug 26, 2019	SIMPSON WENDY	SALE	48.99	2.6K	127.37K	344.66K
Jun 19, 2019	TRICHE TIMOTHY	SALE	46.17	200	9.23K	36.16K
Jan 03, 2018	PIECZYNSKI JAMES	PURCHASE	43.60	2K	87.2K	17.97K
Dec 28, 2017	TRICHE TIMOTHY	SALE	43.35	2.72K	117.91K	34.66K
Dec 18, 2017	HENDRICKSON BOYD W	SALE	47.17	100	4.72K	13.41K
Dec 15, 2017	HENDRICKSON BOYD W	SALE	46.77	413	19.32K	14.91K
Mar 23, 2017	TRICHE TIMOTHY	SALE	47.06	51	2.4K	32.19K
Aug 30, 2016	TRICHE TIMOTHY	SALE	52.13	2K	104.26K	36.19K
Jun 22, 2016	MALIN CLINT B	SALE	49.54	86	4.26K	72K
Mar 21, 2016	TRICHE TIMOTHY	SALE	44.32	1.56K	69.18K	32.94K
Feb 29, 2016	MALIN CLINT B	SALE	44.63	100	4.46K	74.4K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE10K4

SALES00

NET SHARES10K4

SHARES HELD78.82K4

% NET SHARES-87.31%0%

LTC Stock Ownership Breakdown

LTC Properties

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions