How many institutions own MBWM 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 MBWM shares is 271, representing 65.84% of the company's common stock.

Who are the major shareholders selling Mercantile Bank Corporation stock?

LEGAL & GENERAL GROUP PLC, in the last quarter, reduced its stake in MBWM by -0.23% restricting it's holding to 17.82 thousand shares of worth nearly $857.19K. ROUND HILL ASSET MANAGEMENT also lessened -1.98% of the MBWM shares from its portfolio, reducing its holding to 18.24 thousand shares of worth $877.25K. PATHSTONE HOLDINGS, LLC also shunned MBWM shares holding by -42.74% last quarter which brought its holding to 18.69 thousand shares worth $898.95K.

Investors who are buying MBWM stock?

As per its latest 13F filing, RENAISSANCE TECHNOLOGIES LLC increased its stake in MBWM by 1.18% in the last quarter. The institutional holder raised its holding to 496.21 thousand shares having worth more than $23.87B. AMERICAN CENTURY COMPANIES INC also added 4.76% more shares of MBWM to its portfolio, raising its holding to 517.9 thousand shares of worth $24.91M. BAIRD FINANCIAL GROUP, INC. also increased its MBWM shares holding by 0.58% which brought its holding to 17.66 thousand shares worth $849.25K.

MBWM's major insiders: who are they?

The insider with the most stakes in MBWM is SECOND CURVE CAPITAL LLC , 10 percent owner at the company. Additionally, MBWM stock is highly held by director KAMINSKI ROBERT B and director MURDOCK CALVIN D among others.

Did an insider recently sell MBWM stock?

Company executives, directors, and other insiders own 3.47% percent of Mercantile Bank Corporation's stock. Within the last six months, there have been 1 transaction(s) in which MBWM insiders have sold stock, totaling 1.42K shares. Insiders that have sold shares include PRICE MICHAEL H, KAMINSKI ROBERT B, and SANCHEZ NELSON F.

Which insider recently purchased MBWM stock?

There have been 1 transaction(s) during the past 6-months in which Mercantile Bank Corporation insiders have bought stock, totalling 1000 shares

How much of MBWM does insiders own?

Around 15.4K Mercantile Bank Corporation shares are held by insiders, which represents about 3.47% of MBWM stock.

Who is the insider with the largest stake?

MBWM 10 percent owner, SECOND CURVE CAPITAL LLC holds the largest portfolio of the company's shares. MBWM shares owned by SECOND total nearly 856 thousand.

Which institution holds the most shares in MBWM?

RENAISSANCE TECHNOLOGIES LLC is the largest institutional owner in MBWM which holds 496.21 thousand shares worth $23.87B or 3.05% of the total MBWM shares outstanding followed by AMERICAN CENTURY COMPANIES INC with ownership of 517.9 thousand shares representing 3.18% of the MBWM ownership. BAIRD FINANCIAL GROUP, INC. is the third largest stakeholder with 17.66 thousand shares or 0.11% of the ownership worth more than $849.25K.

Is Mercantile Bank Corporation stock optionable?

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

Is there a short position on MBWM's shares?

Number of MBWM shares short is 117.24K. 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 MBWM shares are there?

As of today, 16.25M shares of MBWM are outstanding.

Is there many float in MBWM 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, MBWM has 15.71M shares in float.

MBWM 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 MBWM is 1.58.

Mercantile Bank (MBWM) 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 Shares0.72

Short Percent Of Float0.83

Shares Outstanding16.25M

Shares Float15.71M

Shares Short117.24K

Short Ratio1.58

0.83%

Short % of Float

0.72%

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

3.47% Percentage of Shares held by All Insiders

65.84% Percentage of Shares held by All Institutions

68.21% Percentage of Float held by Institutions

271

Number of Institutions Holding Shares

Institutional Ownership

About 65.84% of MBWM shares are held by financial institutions. RENAISSANCE TECHNOLOGIES LLC is the top corporate investor, holding 496.21K shares valued at $23.87B. A 3.05% stake in Mercantile Bank Corporation is owned by the company. AMERICAN CENTURY COMPANIES INC owns 517.9K shares valued at $24.91M, which translates its holding of 3.18% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	3.05%	496.21K	23.87B	5.8K	+1.18%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	3.18%	517.9K	24.91M	23.54K	+4.76%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.11%	17.66K	849.25K	101	+0.58%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.11%	17.82K	857.19K	-41	-0.23%
Dec 31, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.11%	17.95K	863.59K	256	+1.45%
Dec 31, 2025	ROUND HILL ASSET MANAGEMENT	0.11%	18.24K	877.25K	-369	-1.98%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.11%	18.69K	898.95K	-13.95K	-42.74%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.12%	18.78K	903.32K	699	+3.87%
Dec 31, 2025	IEQ CAPITAL, LLC	0.12%	19.14K	920.44K	-6.66K	-25.81%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.12%	19.23K	924K	3.1K	+19.20%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.12%	19.99K	961.62K	640	+3.31%
Dec 31, 2025	RHUMBLINE ADVISERS	0.13%	20.86K	1M	-3.79K	-15.38%
Dec 31, 2025	CERITY PARTNERS LLC	0.14%	22.41K	1.08M	-1.67K	-6.95%
Dec 31, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.14%	22.42K	1.08M	-212	-0.94%
Dec 31, 2025	TUDOR INVESTMENT CORP ET AL	0.14%	23.32K	1.12M	-23.1K	-49.76%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.14%	23.55K	1.13M	208	+0.89%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.15%	23.62K	1.14M	-73	-0.31%
Dec 31, 2025	UBS GROUP AG	0.17%	28.1K	1.35B	-6.44K	-18.64%
Dec 31, 2025	MARSHALL WACE, LLP	0.17%	28.42K	1.37M	13.23K	+87.16%
Dec 31, 2025	ROYAL BANK OF CANADA	0.18%	29.14K	1.4B	-441	-1.49%
Dec 31, 2025	LAFLEUR & GODFREY LLC	0.18%	29.23K	1.41M	-3.63K	-11.05%
Dec 31, 2025	SWISS NATIONAL BANK	0.19%	30.4K	1.46M	500	+1.67%
Dec 31, 2025	Y-INTERCEPT (HONG KONG) LTD	0.09%	14.4K	692.83K	14.4K	+100.00%
Dec 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.1%	16.03K	771.24K	4.41K	+37.97%
Dec 31, 2025	BAILARD, INC.	0.11%	18.5K	889.9K	1.5K	+8.82%
Dec 31, 2025	VANGUARD GROUP INC	6.56%	1.07M	51.29B	27.4K	+2.64%
Dec 31, 2025	BLACKROCK, INC.	8.85%	1.44M	69.21B	6.81K	+0.48%
Dec 31, 2025	NUVEEN, LLC	0.19%	30.7K	1.48B	-26.77K	-46.58%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	6.34%	1.03M	49.61M	-16.86K	-1.61%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.15%	23.71K	1.14B	-58.9K	-71.30%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	24.83K	1.19B	-3.37K	-11.96%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.17%	28.08K	1.35B	-5.59K	-16.61%
Dec 31, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.2%	33.15K	1.59M	-1.3K	-3.77%
Dec 31, 2025	CITADEL ADVISORS LLC	0.23%	36.73K	1.77B	36.73K	+100.00%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.25%	40.88K	1.97M	21.5K	+110.92%
Dec 31, 2025	BARCLAYS PLC	0.26%	42.71K	2.05B	13.1K	+44.23%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.27%	44.29K	2.13M	3.67K	+9.05%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	44.72K	2.15M	260	+0.58%
Dec 31, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.28%	45K	2.16M	0	0
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.32%	52.76K	2.54M	-3.89K	-6.86%
Dec 31, 2025	JVL ASSOCIATES LLC	0.37%	60.17K	2.89M	-1.76K	-2.84%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.39%	63K	3.03B	-4.84K	-7.13%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.44%	71.58K	3.44M	0	0
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.45%	73.88K	3.55B	8.01K	+12.17%
Dec 31, 2025	DE LISLE PARTNERS LLP	0.47%	75.65K	3.64M	1.36K	+1.83%
Dec 31, 2025	SIENA CAPITAL PARTNERS GP, LLC	0.52%	83.97K	4.04M	63.97K	+319.83%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.57%	92.84K	4.47M	-3.45K	-3.58%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.67%	109.57K	5.27M	-1.02K	-0.92%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.74%	120.13K	5.78B	6.97K	+6.16%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.74%	120.18K	5.78B	42.19K	+54.09%
Dec 31, 2025	PROSHARE ADVISORS LLC	0.8%	130.08K	6.26M	-356	-0.27%
Dec 31, 2025	BANC FUNDS CO LLC	0.8%	130.84K	6.29M	-29.41K	-18.35%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.82%	133.29K	6.41M	-74	-0.06%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.82%	133.5K	6.42B	25.75K	+23.90%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.98%	159.56K	7.68M	-21.95K	-12.09%
Dec 31, 2025	MORGAN STANLEY	0.98%	159.61K	7.68B	-8.43K	-5.01%
Dec 31, 2025	JPMORGAN CHASE & CO	1.2%	195.04K	9.38M	-19.61K	-9.14%
Dec 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.25%	202.62K	9.75M	910	+0.45%
Dec 31, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	1.42%	231.26K	11.12M	-17.44K	-7.01%
Dec 31, 2025	LSV ASSET MANAGEMENT	1.81%	295.09K	14.19M	-5.2K	-1.73%
Dec 31, 2025	NORTH STAR ASSET MANAGEMENT INC	2.3%	374.54K	18.02M	19.2K	+5.40%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.48%	402.62K	19.37B	-9.58K	-2.32%
Dec 31, 2025	STATE STREET CORP	2.75%	447.02K	21.5M	-23.71K	-5.04%
Sep 30, 2025	BLACKROCK, INC.	8.83%	1.43M	64.44M	-75.36K	-5.00%
Sep 30, 2025	CREATIVE PLANNING	0.15%	24.04K	1.08M	3.07K	+14.63%
Sep 30, 2025	CERITY PARTNERS LLC	0.15%	24.08K	1.08M	2.3K	+10.56%
Sep 30, 2025	RHUMBLINE ADVISERS	0.15%	24.65K	1.11M	-971	-3.79%
Sep 30, 2025	TUDOR INVESTMENT CORP ET AL	0.29%	46.42K	2.09M	-5.56K	-10.69%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.35%	56.65K	2.55M	255	+0.45%
Sep 30, 2025	INVESCO LTD.	0.17%	28.06K	1.26M	-4.16K	-12.92%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	28.2K	1.27M	26.19K	+1,302.89%
Sep 30, 2025	NUVEEN, LLC	0.35%	57.47K	2.59M	-11.43K	-16.59%
Sep 30, 2025	ROYAL BANK OF CANADA	0.18%	29.58K	1.33M	-30.43K	-50.71%
Sep 30, 2025	BANC FUNDS CO LLC	0.99%	160.25K	7.21M	-34.9K	-17.88%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	3.05%	494.37K	22.25M	41.54K	+9.17%
Sep 30, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	1.53%	248.7K	11.19M	-9.51K	-3.68%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.1%	15.82K	711.99K	710	+4.70%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.7%	113.16K	5.09M	5.52K	+5.13%
Sep 30, 2025	BARCLAYS PLC	0.18%	29.62K	1.33M	-9.85K	-24.95%
Sep 30, 2025	IEQ CAPITAL, LLC	0.16%	25.79K	1.16M	12.63K	+95.97%
Sep 30, 2025	PROSHARE ADVISORS LLC	0.8%	130.44K	5.87M	-8.04K	-5.81%
Sep 30, 2025	MORGAN STANLEY	1.04%	168.04K	7.56M	54.26K	+47.69%
Sep 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.1%	15.88K	714.78K	2.58K	+19.37%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.25%	40.61K	1.83M	1.11K	+2.81%
Sep 30, 2025	LVM CAPITAL MANAGEMENT LTD/MI	0.09%	14.58K	656K	14.58K	+100.00%
Sep 30, 2025	SWISS NATIONAL BANK	0.18%	29.9K	1.35M	0	0
Sep 30, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.09%	15.03K	677K	15.03K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.09%	15.14K	681.11K	461	+3.14%
Sep 30, 2025	MARSHALL WACE, LLP	0.09%	15.18K	683.19K	9.63K	+173.30%
Sep 30, 2025	DEUTSCHE BANK AG\	0.09%	15.22K	684.68K	2.33K	+18.09%
Sep 30, 2025	CHICAGO TRUST CO NA	0.1%	15.59K	701.6K	-220	-1.39%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.1%	16.13K	726K	-13.66K	-45.85%
Sep 30, 2025	NORTHERN TRUST CORP	1.07%	173.98K	7.83M	-2.55K	-1.45%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.12%	181.51K	8.17M	71.99K	+65.74%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.24%	201.71K	9.08M	54.37K	+36.90%
Sep 30, 2025	JPMORGAN CHASE & CO	1.32%	214.65K	9.66M	58.74K	+37.68%
Sep 30, 2025	LSV ASSET MANAGEMENT	1.85%	300.29K	13.51M	-17.9K	-5.63%
Sep 30, 2025	NORTH STAR ASSET MANAGEMENT INC	2.19%	355.34K	15.99M	-1.2K	-0.34%
Sep 30, 2025	JVL ASSOCIATES LLC	0.38%	61.93K	2.79M	-29	-0.05%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.82%	133.36K	6M	511	+0.38%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.54%	412.2K	18.55M	6.34K	+1.56%
Sep 30, 2025	STATE STREET CORP	2.9%	470.72K	21.18M	41.14K	+9.58%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	3.02%	490.41K	22.07M	5.1K	+1.05%
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.21%	34.45K	1.55M	-1.3K	-3.64%
Sep 30, 2025	UBS GROUP AG	0.21%	34.53K	1.55M	13.1K	+61.08%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.39%	63.39K	2.85M	-6.69K	-9.54%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.41%	65.86K	2.96M	5.52K	+9.15%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.42%	67.84K	3.05M	-11.19K	-14.16%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.44%	71.58K	3.22M	0	0
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.45%	73.47K	3.31M	21.27K	+40.75%
Sep 30, 2025	DE LISLE PARTNERS LLP	0.46%	74.29K	3.35M	0	0
Sep 30, 2025	BAILARD, INC.	0.1%	17K	765.05K	900	+5.59%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.11%	17.56K	789.98K	-190	-1.07%
Sep 30, 2025	JANE STREET GROUP, LLC	0.17%	26.89K	1.21M	16.37K	+155.62%
Sep 30, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.11%	17.7K	796.41K	730	+4.30%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.11%	17.86K	803.79K	-502	-2.73%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.11%	18.08K	813.65K	-325	-1.77%
Sep 30, 2025	ROUND HILL ASSET MANAGEMENT	0.11%	18.61K	837.32K	0	0
Sep 30, 2025	FRANKLIN RESOURCES INC	0.12%	19.35K	870.84K	1.59K	+8.96%
Sep 30, 2025	SIENA CAPITAL PARTNERS GP, LLC	0.12%	20K	900K	20K	+100.00%
Sep 30, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.14%	22.63K	1.02M	-27	-0.12%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.15%	23.69K	1.07M	812	+3.55%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.2%	32.64K	1.47M	-2.44K	-6.94%
Sep 30, 2025	LAFLEUR & GODFREY LLC	0.2%	32.87K	1.48M	-2.43K	-6.88%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.21%	33.67K	1.52M	3.58K	+11.90%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	44.46K	2M	9.18K	+26.02%
Sep 30, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.28%	45K	2.03M	0	0
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.48%	77.99K	3.51M	40.82K	+109.85%
Sep 30, 2025	MALTESE CAPITAL MANAGEMENT LLC	0.51%	82K	3.69M	-18K	-18.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.51%	82.61K	3.72M	-65.4K	-44.19%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.59%	96.29K	4.33M	777	+0.81%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.66%	107.75K	4.85M	26.37K	+32.41%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.68%	110.59K	4.98M	4.2K	+3.95%
Sep 30, 2025	VANGUARD GROUP INC	6.41%	1.04M	46.75M	-394	-0.04%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	6.46%	1.05M	47.18M	-14.42K	-1.36%
Jun 30, 2025	MORGAN STANLEY	0.7%	113.78K	5.28B	9.4K	+9.00%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.66%	106.39K	4.94M	637	+0.60%
Jun 30, 2025	DE LISLE PARTNERS LLP	0.46%	74.29K	3.44M	3K	+4.21%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.13%	21.55K	999.9M	6.18K	+40.26%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.1%	16.54K	767.58K	6.89K	+71.46%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.09%	15.11K	701.35K	2.67K	+21.42%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	14.2K	659.02M	-175	-1.22%
Jun 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.08%	13.5K	626.54K	0	0
Jun 30, 2025	MAN GROUP PLC	0.07%	12.01K	557.15K	2K	+19.97%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.07%	11.58K	537.38K	357	+3.18%
Jun 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.07%	11.31K	524.97K	2.7K	+31.29%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.06%	10.06K	466.84K	-1.08K	-9.66%
Jun 30, 2025	BANC FUNDS CO LLC	1.2%	195.15K	9.06M	-20.3K	-9.42%
Jun 30, 2025	MALTESE CAPITAL MANAGEMENT LLC	0.62%	100K	4.64M	14.3K	+16.69%
Jun 30, 2025		0.42%	68.9K	3.2M	-4.98K	-6.74%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.37%	60.34K	2.8M	2.61K	+4.52%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.32%	52.2K	2.42M	-12.56K	-19.39%
Jun 30, 2025	LAFLEUR & GODFREY LLC	0.22%	35.3K	1.64M	6	+0.02%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.22%	35.08K	1.63M	-42	-0.12%
Jun 30, 2025	PROSHARE ADVISORS LLC	0.85%	138.48K	6.43M	-20.29K	-12.78%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.82%	132.85K	6.17M	3.97K	+3.08%
Jun 30, 2025	SG AMERICAS SECURITIES, LLC	0.25%	40.04K	1.86M	-6.05K	-13.13%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.18%	29.79K	1.38M	128	+0.43%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.24%	39.5K	1.83M	2.01K	+5.36%
Jun 30, 2025	BARCLAYS PLC	0.24%	39.46K	1.83M	8K	+25.41%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.16%	25.34K	1.18M	16.85K	+198.23%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	22.89K	1.06M	-879	-3.70%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.23%	37.17K	1.72M	-1.51K	-3.91%
Jun 30, 2025	INVESCO LTD.	0.2%	32.22K	1.5M	-6.72K	-17.25%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.19%	30.09K	1.4M	-7.76K	-20.49%
Jun 30, 2025	SWISS NATIONAL BANK	0.18%	29.9K	1.39M	0	0
Jun 30, 2025	RHUMBLINE ADVISERS	0.16%	25.62K	1.19M	1.35K	+5.57%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.14%	22.88K	1.06M	300	+1.33%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.66%	107.64K	5M	2.61K	+2.49%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.59%	95.51K	4.43M	810	+0.86%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.44%	71.58K	3.32M	-356	-0.49%
Jun 30, 2025	BLACKROCK, INC.	9.29%	1.51M	69.96M	-83.47K	-5.25%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	6.55%	1.06M	49.32M	-12.99K	-1.21%
Jun 30, 2025	VANGUARD GROUP INC	6.41%	1.04M	48.24M	22.28K	+2.19%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	2.99%	485.31K	22.52M	-23.08K	-4.54%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	2.79%	452.83K	21.02M	26.2K	+6.14%
Jun 30, 2025	STATE STREET CORP	2.65%	429.58K	19.94M	-24.79K	-5.46%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.5%	405.86K	18.84M	17.58K	+4.53%
Jun 30, 2025	LSV ASSET MANAGEMENT	1.96%	318.19K	14.77M	-3.3K	-1.03%
Jun 30, 2025	NORTHERN TRUST CORP	1.09%	176.54K	8.19M	-5.05K	-2.78%
Jun 30, 2025	JPMORGAN CHASE & CO	0.96%	155.9K	7.24M	65.82K	+73.07%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.91%	148.01K	6.87M	81.71K	+123.23%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.5%	81.38K	3.78B	-14.9K	-15.47%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.32%	51.97K	2.41M	1.39K	+2.74%
Jun 30, 2025	NUVEEN, LLC	0.42%	68.9K	3.2M	-4.98K	-6.74%
Jun 30, 2025	CERITY PARTNERS LLC	0.13%	21.78K	1.01M	308	+1.43%
Jun 30, 2025	ROUND HILL ASSET MANAGEMENT	0.11%	18.61K	863.55K	0	0
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.09%	14.74K	684.13K	-3.11K	-17.40%
Jun 30, 2025	AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC	0.06%	9.19K	426.46K	0	0
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	8.7K	403.95K	-656	-7.01%
Jun 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.05%	8.43K	391.05K	-2.42K	-22.33%
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.22%	35.75K	1.66M	-1.4K	-3.77%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	35.28K	1.64M	3.56K	+11.23%
Jun 30, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.14%	22.66K	1.05M	-176	-0.77%
Jun 30, 2025	NORTH STAR ASSET MANAGEMENT INC	2.2%	356.54K	16.55M	-2.79K	-0.78%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.49%	79.03K	3.67M	21.43K	+37.20%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.43%	70.08K	3.25M	7.75K	+12.43%
Jun 30, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.1%	16.97K	787.49K	0	0
Jun 30, 2025	BAILARD, INC.	0.1%	16.1K	747.25K	1.9K	+13.38%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.06%	9.59K	444.84K	4.13K	+75.81%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.91%	147.34K	6.84M	16.03K	+12.21%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.26%	41.97K	1.95M	13.85K	+49.26%
Jun 30, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	1.59%	258.21K	11.98M	-19.61K	-7.06%
Jun 30, 2025	ROYAL BANK OF CANADA	0.37%	60.01K	2.79M	-8.81K	-12.81%
Jun 30, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.28%	45K	2.09M	0	0
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.11%	17.75K	823.55K	0	0
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.1%	16.09K	745K	-1.67K	-9.38%
Jun 30, 2025	CHICAGO TRUST CO NA	0.1%	15.81K	733.79K	15.81K	+100.00%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.09%	14.29K	663.29K	4.2K	+41.66%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.08%	13.43K	623.33K	-1.85K	-12.09%
Jun 30, 2025	IEQ CAPITAL, LLC	0.08%	13.16K	610.85K	7.94K	+152.00%
Jun 30, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.08%	12.19K	565.92K	0	0
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.06%	10.37K	481.23K	3.74K	+56.47%
Jun 30, 2025	STRATEGIES WEALTH ADVISORS, LLC	0.06%	8.99K	417.25K	41	+0.46%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.35%	56.4K	2.62M	-896	-1.56%
Jun 30, 2025	JVL ASSOCIATES LLC	0.38%	61.96K	2.88M	-77	-0.12%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.68%	109.52K	5.08B	17.47K	+18.98%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.36%	57.6K	2.5M	446	+0.78%
Mar 31, 2025	JVL ASSOCIATES LLC	0.38%	62.03K	2.69M	0	0
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.36%	57.73K	2.51M	2.26K	+4.06%
Mar 31, 2025	NORTH STAR ASSET MANAGEMENT INC	2.22%	359.33K	15.61M	-117	-0.03%
Mar 31, 2025	BLACKROCK, INC.	9.82%	1.59M	69.11M	-24.53K	-1.52%
Mar 31, 2025	MORGAN STANLEY	0.64%	104.38K	4.53M	-22.37K	-17.65%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.59%	96.28K	4.18M	-31.45K	-24.62%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.58%	94.7K	4.11M	-604	-0.63%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	3.14%	508.39K	22.08M	-2.42K	-0.47%
Mar 31, 2025	STATE STREET CORP	2.81%	454.38K	19.74M	-14.54K	-3.10%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	6.64%	1.08M	46.73M	-31.21K	-2.82%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.65%	105.76K	4.59M	371	+0.35%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.57%	92.05K	4M	16.09K	+21.19%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.44%	71.93K	3.12M	1.89K	+2.70%
Mar 31, 2025	DE LISLE PARTNERS LLP	0.44%	71.29K	3.1M	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.42%	68.82K	2.99M	3.62K	+5.55%
Mar 31, 2025	SG AMERICAS SECURITIES, LLC	0.28%	46.09K	2M	33.96K	+279.77%
Mar 31, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.28%	45K	1.95M	0	0
Mar 31, 2025	INVESCO LTD.	0.24%	38.94K	1.69M	-1.35K	-3.35%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.24%	38.68K	1.68M	7.83K	+25.39%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.23%	37.84K	1.64M	-1.42K	-3.60%
Mar 31, 2025	BARCLAYS PLC	0.19%	31.47K	1.37M	-8.41K	-21.10%
Mar 31, 2025	SWISS NATIONAL BANK	0.18%	29.9K	1.3M	0	0
Mar 31, 2025	RHUMBLINE ADVISERS	0.15%	24.27K	1.05M	-1.15K	-4.51%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.81%	131.31K	5.7M	55.29K	+72.73%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.8%	128.89K	5.6M	-61.08K	-32.15%
Mar 31, 2025	VANGUARD GROUP INC	6.28%	1.02M	44.18M	147.3K	+16.94%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	2.63%	426.63K	18.53M	36.68K	+9.41%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.4%	388.28K	16.87M	11.38K	+3.02%
Mar 31, 2025	LSV ASSET MANAGEMENT	1.98%	321.49K	13.97M	34.78K	+12.13%
Mar 31, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	1.72%	277.82K	12.07M	-9.67K	-3.36%
Mar 31, 2025	BANC FUNDS CO LLC	1.33%	215.45K	9.36M	-29K	-11.86%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.35%	57.29K	2.49M	11.43K	+24.91%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.31%	50.59K	2.2M	3.42K	+7.26%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.23%	37.49K	1.63M	-7.31K	-16.31%
Mar 31, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.23%	37.15K	1.61M	-1.51K	-3.91%
Mar 31, 2025	LAFLEUR & GODFREY LLC	0.22%	35.29K	1.53M	7	+0.02%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.22%	35.12K	1.53M	1.73K	+5.17%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.2%	31.72K	1.38M	437	+1.40%
Mar 31, 2025	UBS GROUP AG	0.17%	28.26K	1.23M	-1.41K	-4.75%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.17%	28.12K	1.22M	-388	-1.36%
Mar 31, 2025	NORTHERN TRUST CORP	1.12%	181.59K	7.89M	-8.9K	-4.67%
Mar 31, 2025	PROSHARE ADVISORS LLC	0.98%	158.77K	6.9M	2.09K	+1.33%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.65%	105.03K	4.56M	2.26K	+2.19%
Mar 31, 2025	JPMORGAN CHASE & CO	0.56%	90.08K	3.91M	-32.45K	-26.48%
Mar 31, 2025	MALTESE CAPITAL MANAGEMENT LLC	0.53%	85.7K	3.72M	18.2K	+26.96%
Mar 31, 2025		0.46%	73.88K	3.21M	73.88K	+100.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.41%	66.3K	2.88M	-66.47K	-50.06%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.38%	62.34K	2.71M	16.59K	+36.26%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.4%	64.75K	2.81M	3.67K	+6.01%
Mar 31, 2024	CORNERCAP INVESTMENT COUNSEL INC	0.18%	29.45K	1.13M	0	0
Mar 31, 2024	SEMANTEON CAPITAL MANAGEMENT, LP	0.05%	7.5K	288.79K	7.5K	+100.00%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.05%	7.75K	298.22K	76	+0.99%
Mar 31, 2024	ZACKS INVESTMENT MANAGEMENT	0.05%	7.92K	304.63K	7.92K	+100.00%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	8.4K	323.2K	0	0
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.05%	8.45K	325.05K	4.13K	+95.62%
Mar 31, 2024	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.05%	8.73K	336.1K	8.73K	+100.00%
Mar 31, 2024	AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC	0.06%	9.19K	353.69K	0	0
Mar 31, 2024	INSPIRE INVESTING, LLC	0.06%	9.36K	360.07K	9.36K	+100.00%
Mar 31, 2024	ALPS ADVISORS INC	0.06%	9.44K	363.35K	9.44K	+100.00%
Mar 31, 2024	FIRST NATIONAL BANK OF OMAHA	0.06%	9.5K	365.54K	-2.81K	-22.80%
Mar 31, 2024	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.06%	9.67K	372.24K	-1.62K	-14.36%
Mar 31, 2024	TRUST POINT INC.	0.06%	9.87K	379.7K	567	+6.10%
Mar 31, 2024	SHERBROOKE PARK ADVISERS LLC	0.06%	10.09K	388.29K	10.09K	+100.00%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.07%	10.65K	410.03K	1.52K	+16.68%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.07%	11.18K	430.28K	6.29K	+128.56%
Mar 31, 2024	MAN GROUP PLC	0.08%	13.06K	502.6K	13.06K	+100.00%
Mar 31, 2024	REGAL INVESTMENT ADVISORS LLC	0.08%	13.5K	519.62K	0	0
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.09%	13.9K	534.82K	0	0
Mar 31, 2024	RAFFERTY ASSET MANAGEMENT, LLC	0.1%	16.51K	635.35K	8.71K	+111.82%
Mar 31, 2024	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.1%	16.82K	647.56K	-2.94K	-14.89%
Mar 31, 2024	DENALI ADVISORS LLC	0.11%	17K	654.33K	9.5K	+126.67%
Mar 31, 2024	WEDGE CAPITAL MANAGEMENT L L P/NC	0.11%	17.72K	682K	4.8K	+37.19%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.12%	19.49K	749.98K	6.47K	+49.68%
Mar 31, 2024	ROUND HILL ASSET MANAGEMENT	0.13%	20.21K	777.77K	0	0
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.13%	20.87K	803.09K	100	+0.48%
Mar 31, 2024	CERITY PARTNERS LLC	0.14%	22.69K	873.38K	22.69K	+100.00%
Mar 31, 2024	BUCKINGHAM STRATEGIC PARTNERS	0.14%	22.94K	882.85K	10.39K	+82.84%
Mar 31, 2024	CLARIVEST ASSET MANAGEMENT LLC	0.15%	23.45K	902.75K	167	+0.72%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.15%	24.18K	930.8K	108	+0.45%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.27%	43.64K	1.68M	-330	-0.75%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.18%	29.51K	1.14M	21.26K	+257.47%
Mar 31, 2024	LAFLEUR & GODFREY LLC	0.22%	35.86K	1.38M	-1.32K	-3.55%
Mar 31, 2024	DE LISLE PARTNERS LLP	0.23%	37.66K	1.45M	37.66K	+100.00%
Mar 31, 2024	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.28%	45K	1.73M	0	0
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.29%	46.54K	1.79M	3.5K	+8.13%
Mar 31, 2024	JVL ASSOCIATES LLC	0.38%	62.02K	2.39M	0	0
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.41%	65.65K	2.53M	65.65K	+100.00%
Mar 31, 2024	ASSENAGON ASSET MANAGEMENT S.A.	0.43%	69.64K	2.68M	-1.15K	-1.63%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.04%	6.82K	261.65K	1	+0.01%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.04%	6.99K	269.16K	6.99K	+100.00%
Mar 31, 2024	Y-INTERCEPT (HONG KONG) LTD	0.05%	7.4K	284.63K	7.4K	+100.00%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.44%	71.05K	2.73M	-57.59K	-44.77%
Mar 31, 2024	HILLSDALE INVESTMENT MANAGEMENT INC.	0.49%	79.05K	3.04M	6.2K	+8.51%
Mar 31, 2024	OBERWEIS ASSET MANAGEMENT INC/	0.55%	89.33K	3.44M	4.01K	+4.70%
Mar 31, 2024	STIEVEN CAPITAL ADVISORS, L.P.	0.6%	96.2K	3.7M	-92.98K	-49.15%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.7%	112.38K	4.33M	0	0
Mar 31, 2024	LSV ASSET MANAGEMENT	1.4%	225.4K	8.68M	12.73K	+5.98%
Mar 31, 2024	TRIBUTARY CAPITAL MANAGEMENT, LLC	1.54%	247.73K	9.54M	-65.58K	-20.93%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.62%	261.32K	10.06M	50.29K	+23.83%
Mar 31, 2024	NORTH STAR ASSET MANAGEMENT INC	2.24%	361.27K	13.91M	-1.04K	-0.29%
Mar 31, 2024	CITIGROUP INC	0%	15.24K	586.55K	8.05K	+112.01%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0%	15.24K	586.63K	4.47K	+41.50%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0%	17.55K	675.5K	-750	-4.10%
Mar 31, 2024	UBS GROUP AG	0%	18.86K	725.84K	-3.98K	-17.41%
Mar 31, 2024	TEACHER RETIREMENT SYSTEM OF TEXAS	0%	23.84K	917K	15.05K	+171.37%
Mar 31, 2024	RHUMBLINE ADVISERS	0%	24.67K	949.38K	638	+2.66%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	30.62K	1.18M	-3.91K	-11.33%
Mar 31, 2024	SWISS NATIONAL BANK	0%	31.6K	1.22M	0	0
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0%	33.12K	1.27M	0	0
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0%	35.69K	1.37M	15.95K	+80.80%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0%	44.25K	1.7M	-3.79K	-7.89%
Mar 31, 2024	INVESCO LTD.	0%	55.82K	2.15M	22.27K	+66.37%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	79.47K	3.06M	14.63K	+22.57%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0%	117.37K	4.52M	-4.5K	-3.69%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0%	118.83K	4.57M	118.83K	+100.00%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0%	144.11K	5.55M	95.3K	+195.26%
Mar 31, 2024	NORTHERN TRUST CORP	0%	183.78K	7.07M	-10.79K	-5.54%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	198.42K	7.64M	-625	-0.31%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0%	348.33K	13.41M	12.43K	+3.70%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0%	522.81K	20.12M	-15.6K	-2.90%
Mar 31, 2024	VANGUARD GROUP INC	0.01%	805.33K	31M	21.62K	+2.76%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.01%	1.16M	44.73M	10.51K	+0.91%
Mar 31, 2024	BLACKROCK INC.	0.01%	1.5M	57.86M	-51.64K	-3.32%
Mar 31, 2024	BANC FUNDS CO LLC	2.45%	394.73K	15.19M	-76.83K	-16.29%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.09%	13.81K	531.51K	8.14K	+143.46%
Dec 31, 2023	CLARIVEST ASSET MANAGEMENT LLC	0.15%	23.29K	940.33K	518	+2.28%
Dec 31, 2023	RHUMBLINE ADVISERS	0.15%	24.03K	970.24K	7	+0.03%
Dec 31, 2023	LOS ANGELES CAPITAL MANAGEMENT LLC	0.15%	24.08K	972.15K	0	0
Dec 31, 2023		0.16%	25.65K	1.04M	2.87K	+12.60%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.16%	26.18K	1.06M	-6.1K	-18.89%
Dec 31, 2023	CORNERCAP INVESTMENT COUNSEL INC	0.18%	29.45K	1.19M	-46	-0.16%
Dec 31, 2023	SWISS NATIONAL BANK	0.2%	31.6K	1.28M	-3.6K	-10.23%
Dec 31, 2023	BARCLAYS PLC	0.2%	32.48K	1.31M	16.22K	+99.77%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.2%	32.52K	1.31M	5.15K	+18.84%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.21%	33.12K	1.34M	1.83K	+5.85%
Dec 31, 2023	INVESCO LTD.	0.21%	33.55K	1.35M	8.88K	+36.02%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.22%	34.53K	1.39M	291	+0.85%
Dec 31, 2023	LAFLEUR & GODFREY LLC	0.23%	37.18K	1.5M	-477	-1.27%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.24%	39.25K	1.58M	-1.87K	-4.54%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.27%	43.04K	1.74B	3.84K	+9.80%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.27%	43.97K	1.78M	-4.62K	-9.50%
Dec 31, 2023	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.28%	45K	1.82M	0	0
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.29%	46.64K	1.88M	858	+1.87%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.3%	48.04K	1.94M	1.32K	+2.83%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.3%	48.14K	1.94M	-1.96K	-3.91%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.3%	48.81K	1.97M	3.79K	+8.42%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.33%	52.62K	2.12M	7.4K	+16.35%
Dec 31, 2023	JVL ASSOCIATES LLC	0.39%	62.02K	2.5M	-2.74K	-4.23%
Dec 31, 2023	JPMORGAN CHASE & CO	0.4%	64.83K	2.62M	13.07K	+25.26%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.44%	70.2K	2.83M	0	0
Dec 31, 2023	BLACKROCK INC.	9.69%	1.55M	62.79M	130.88K	+9.19%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.44%	70.79K	2.86M	34.57K	+95.42%
Dec 31, 2023	HILLSDALE INVESTMENT MANAGEMENT INC.	0.45%	72.85K	2.94M	-3.7K	-4.83%
Dec 31, 2023	OBERWEIS ASSET MANAGEMENT INC/	0.53%	85.32K	3.45M	-288	-0.34%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.56%	90.34K	3.65M	3.84K	+4.44%
Dec 31, 2023	ROYAL BANK OF CANADA	0.58%	92.69K	3.74M	11.43K	+14.07%
Dec 31, 2023	MORGAN STANLEY	0.68%	109.48K	4.42M	12.09K	+12.41%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.7%	112.38K	4.54M	25.74K	+29.70%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.76%	121.86K	4.92M	-3.26K	-2.60%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.8%	128.64K	5.19M	-8.54K	-6.23%
Dec 31, 2023	STIEVEN CAPITAL ADVISORS, L.P.	1.18%	189.17K	7.64M	-25K	-11.67%
Dec 31, 2023	NORTHERN TRUST CORP	1.21%	194.56K	7.86M	5.15K	+2.72%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.24%	199.04K	8.04M	3.23K	+1.65%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	1.32%	211.04K	8.52M	45.9K	+27.79%
Dec 31, 2023	LSV ASSET MANAGEMENT	1.33%	212.68K	8.59M	0	0
Dec 31, 2023	TRIBUTARY CAPITAL MANAGEMENT, LLC	1.95%	313.31K	12.65M	-5.6K	-1.76%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.09%	335.91K	13.57M	13.89K	+4.31%
Dec 31, 2023	NORTH STAR ASSET MANAGEMENT INC	2.26%	362.31K	14.63M	1.68K	+0.47%
Dec 31, 2023	STATE STREET CORP	2.5%	400.91K	16.19M	6.29K	+1.60%
Dec 31, 2023	BANC FUNDS CO LLC	2.94%	471.56K	19.04M	-21.6K	-4.38%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	3.36%	538.41K	21.74M	3.7K	+0.69%
Dec 31, 2023	VANGUARD GROUP INC	4.88%	783.72K	31.65M	-16.15K	-2.02%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	7.18%	1.15M	46.51M	317	+0.03%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.13%	21.51K	868.74K	-1.12K	-4.95%
Dec 31, 2023	UBS GROUP AG	0.14%	22.83K	922.04K	11.17K	+95.73%

Insiders

Among the MBWM insiders holding of 3.47% of the stake in company, SECOND CURVE CAPITAL LLC, 10 percent owner, holds the largest shares of 856K. KAMINSKI ROBERT B, director, is the second largest MBWM insider with ownership of 77.99K shares. MURDOCK CALVIN D, director, stands third with possession of 25.29K shares of that stake.

Insiders	Designation	Shares Held
SECOND CURVE CAPITAL LLC	10 percent owner	856K
KAMINSKI ROBERT B	director	77.99K
MURDOCK CALVIN D	director	25.29K
GRANT EDWARD B	director	19.04K
SULLIVAN THOMAS R	director	15.95K
RAMAKER DAVID B	director	15.01K
PRICE MICHAEL H	director	11.9K
SCHAD TIMOTHY O	director	11.03K
FAAS MICHAEL D	director	9.69K
WORTHINGTON ROBERT T.	SVP, CRO, SECRETARY, AND GC	8.82K
HAYES DOYLE A	director	7.88K
GARDNER JEFF A	director	6K
ELDRIDGE MICHELLE LARABEE	director	5.74K
WILLIAMS SHORAN R	director	5.27K
SANCHEZ NELSON F	director	3.5K
WILLIAMS DONALD SR	director	2.79K
STONE SAMUEL G	EXECUTIVE VICE PRESIDENT	2.37K
MACDONALD RICHARD D	director	1.73K
AGERSON KIRK	director	1.21K
DONNELLY JOHN F	director	1.2K
CLARK EDWARD J	director	385
CHRISTMAS CHARLES E	Senior V.P. & CFO	300
WIERSMA LONNA	SVP, HUMAN RESOURCES DIRECTOR	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 13, 2025	PRICE MICHAEL H	SALE	45.81	1.42K	64.91K	11.9K
Oct 31, 2025	SANCHEZ NELSON F	PURCHASE	43.50	1K	43.5K	3.5K
Aug 18, 2025	RAMAKER DAVID B	PURCHASE	46.71	1.5K	70.07K	15.01K
Jul 29, 2025	WILLIAMS SHORAN R	PURCHASE	47.28	200	9.46K	5.27K
May 02, 2025	KAMINSKI ROBERT B	SALE	42.85	250	10.71K	77.99K
Apr 02, 2025	KAMINSKI ROBERT B	SALE	43.14	250	10.79K	78.24K
Mar 03, 2025	KAMINSKI ROBERT B	SALE	48.11	250	12.03K	78.49K
Feb 26, 2025	SANCHEZ NELSON F	SALE	47.31	100	4.73K	2.22K
Feb 20, 2025	SANCHEZ NELSON F	PURCHASE	47.50	193	9.17K	2.09K
Feb 19, 2025	SANCHEZ NELSON F	PURCHASE	48.00	191	9.17K	1.9K
Feb 19, 2025	MACDONALD RICHARD D	PURCHASE	48.92	511	25K	1.73K
Feb 18, 2025	SANCHEZ NELSON F	PURCHASE	48.50	195	9.46K	1.71K
Feb 11, 2025	KAMINSKI ROBERT B	SALE	50.22	1K	50.22K	11.81K
Feb 06, 2025	KAMINSKI ROBERT B	SALE	49.82	1K	49.82K	12.81K
Feb 05, 2025	PRICE MICHAEL H	SALE	48.41	6.37K	308.5K	15.18K
Feb 04, 2025	SANCHEZ NELSON F	PURCHASE	47.50	189	8.98K	1.51K
Feb 03, 2025	SANCHEZ NELSON F	PURCHASE	47.89	187	8.96K	1.32K
Feb 03, 2025	KAMINSKI ROBERT B	SALE	48.14	21	1.01K	86.73K
Jan 31, 2025	WILLIAMS SHORAN R	PURCHASE	49.28	123	6.06K	4.15K
Jan 29, 2025	SANCHEZ NELSON F	PURCHASE	48.50	103	5K	1.14K
Jan 27, 2025	KAMINSKI ROBERT B	SALE	50.16	3K	150.48K	13.81K
Jan 24, 2025	KAMINSKI ROBERT B	SALE	49.14	3K	147.42K	16.81K
Jan 02, 2025	KAMINSKI ROBERT B	SALE	44.61	250	11.15K	86.98K
Dec 02, 2024	KAMINSKI ROBERT B	SALE	49.60	250	12.4K	87.23K
Nov 25, 2024	KAMINSKI ROBERT B	SALE	51.75	5.8K	300.15K	19.81K
Nov 14, 2024	KAMINSKI ROBERT B	SALE	49.51	4K	198.04K	25.61K
Nov 04, 2024	KAMINSKI ROBERT B	SALE	42.51	250	10.63K	94.48K
Oct 02, 2024	KAMINSKI ROBERT B	SALE	41.77	250	10.44K	94.73K
Sep 03, 2024	KAMINSKI ROBERT B	SALE	46.05	250	11.51K	94.98K
Aug 26, 2024	PRICE MICHAEL H	SALE	45.56	2K	91.12K	21.56K
Aug 02, 2024	KAMINSKI ROBERT B	SALE	43.66	250	10.92K	95.23K
Jul 22, 2024	KAMINSKI ROBERT B	SALE	48.01	2K	96.02K	29.61K
Jul 19, 2024	PRICE MICHAEL H	SALE	47.08	5K	235.4K	26.56K
Jul 19, 2024	KAMINSKI ROBERT B	SALE	48.73	3K	146.19K	31.61K
Jul 02, 2024	KAMINSKI ROBERT B	SALE	39.83	250	9.96K	95.48K
Jun 11, 2024	SANCHEZ NELSON F	PURCHASE	35.90	139	4.99K	1.03K
Jun 10, 2024	SANCHEZ NELSON F	PURCHASE	36.10	138	4.98K	893
Jun 07, 2024	SANCHEZ NELSON F	PURCHASE	36.94	135	4.99K	755
Jun 06, 2024	SANCHEZ NELSON F	PURCHASE	37.10	135	5.01K	620
Mar 11, 2024	SANCHEZ NELSON F	PURCHASE	36.51	100	3.65K	1.27K
Jul 26, 2023	PRICE MICHAEL H	SALE	34.33	2K	68.66K	30.08K
Apr 21, 2023	RAMAKER DAVID B	PURCHASE	28.98	3K	86.94K	10.39K
Feb 16, 2023	WORTHINGTON ROBERT T.	SALE	34.75	2.48K	86.32K	8.82K
Jan 20, 2023	RAMAKER DAVID B	PURCHASE	33.33	1.5K	50K	7.39K
Aug 18, 2022	RAMAKER DAVID B	PURCHASE	36.58	3K	109.74K	5.89K
Jan 26, 2022	WIERSMA LONNA	SALE	39.60	2K	79.2K	0
Jan 25, 2022	PRICE MICHAEL H	SALE	39.04	1.05K	41.11K	43.89K
Jan 24, 2022	WIERSMA LONNA	SALE	38.47	1.71K	65.94K	12.52K
Jan 21, 2022	WORTHINGTON ROBERT T.	SALE	38.11	3K	114.33K	14.06K
Nov 05, 2021	WIERSMA LONNA	SALE	36.88	2.5K	92.2K	2K
Jun 03, 2021	WORTHINGTON ROBERT T.	PURCHASE	32.56	3.43K	111.71K	22.01K
Dec 01, 2020	WORTHINGTON ROBERT T.	SALE	25.04	3.5K	87.66K	8.85K
May 07, 2020	ELDRIDGE MICHELLE LARABEE	PURCHASE	21.30	100	2.13K	5.74K
Apr 24, 2020	PRICE MICHAEL H	SALE	21.20	8K	169.6K	45.26K
Nov 19, 2019	WORTHINGTON ROBERT T.	SALE	35.10	2.5K	87.75K	9.77K
Nov 19, 2019	WIERSMA LONNA	SALE	35.10	2.5K	87.75K	5.48K
Oct 22, 2019	PRICE MICHAEL H	SALE	35.48	2.95K	104.56K	53.26K
Jan 25, 2019	GRANT EDWARD B	SALE	34.33	2K	68.66K	19.04K
Nov 20, 2018	WIERSMA LONNA	SALE	31.37	1K	31.37K	5K
Nov 07, 2018	SULLIVAN THOMAS R	SALE	32.56	620	20.19K	15.95K
May 30, 2018	PRICE MICHAEL H	SALE	36.32	3K	108.96K	47.67K
Mar 02, 2018	SULLIVAN THOMAS R	SALE	34.70	1K	34.7K	15.14K
Mar 01, 2018	SULLIVAN THOMAS R	SALE	34.23	1K	34.23K	19.14K
Nov 20, 2017	SULLIVAN THOMAS R	SALE	35.15	5.2K	182.78K	15.07K
Oct 27, 2017	SULLIVAN THOMAS R	SALE	37.31	4.8K	179.09K	43.77K
Oct 26, 2017	SULLIVAN THOMAS R	SALE	37.21	1K	37.21K	48.57K
Oct 20, 2017	SULLIVAN THOMAS R	SALE	37.04	10.74K	397.77K	49.57K
Jul 21, 2017	CLARK EDWARD J	PURCHASE	31.59	385	12.16K	385
Jun 14, 2017	SULLIVAN THOMAS R	SALE	33.00	515	17K	60.31K
Jun 13, 2017	SULLIVAN THOMAS R	SALE	33.24	2.8K	92.97K	60.83K
Jun 12, 2017	SULLIVAN THOMAS R	SALE	34.29	3.3K	113.19K	63.63K
Apr 25, 2017	PRICE MICHAEL H	SALE	35.04	9.54K	334.11K	46.73K
Mar 02, 2017	SULLIVAN THOMAS R	SALE	33.38	7K	233.66K	19.52K
Dec 12, 2016	PRICE MICHAEL H	SALE	35.18	9.55K	336K	56.26K
Nov 30, 2016	GRANT EDWARD B	SALE	32.92	2K	65.84K	18.99K
Nov 18, 2016	SULLIVAN THOMAS R	SALE	33.04	5K	165.2K	19.52K
Aug 31, 2016	SULLIVAN THOMAS R	SALE	26.50	1.58K	41.74K	24.52K
Aug 26, 2016	SULLIVAN THOMAS R	SALE	26.87	5K	134.35K	67.43K
Aug 19, 2016	PRICE MICHAEL H	SALE	25.75	900	23.18K	58.81K
Aug 18, 2016	PRICE MICHAEL H	SALE	25.81	12.46K	321.64K	59.71K
Jul 28, 2016	PRICE MICHAEL H	SALE	24.99	11.52K	287.85K	72.17K
Mar 04, 2016	SULLIVAN THOMAS R	SALE	24.00	560	13.44K	72.43K
Feb 19, 2016	GARDNER JEFF A	SALE	22.63	4K	90.49K	6K
Jan 22, 2016	PRICE MICHAEL H	SALE	21.16	8K	169.3K	82.98K
Dec 15, 2015	SULLIVAN THOMAS R	SALE	24.20	3K	72.6K	72.99K
Nov 24, 2015	STONE SAMUEL G	SALE	25.10	1.38K	34.59K	2.37K
Nov 19, 2015	SULLIVAN THOMAS R	SALE	25.14	1.65K	41.56K	22.69K
Nov 16, 2015	SULLIVAN THOMAS R	SALE	24.00	3K	72K	18.5K
Oct 23, 2015	SULLIVAN THOMAS R	SALE	21.50	3K	64.5K	21.5K
Sep 24, 2015	SULLIVAN THOMAS R	SALE	21.00	3K	63K	24.5K
Aug 17, 2015	SULLIVAN THOMAS R	SALE	20.37	3K	61.11K	27.5K
Apr 27, 2015	GRANT EDWARD B	SALE	20.44	2.25K	45.93K	18.79K
Jul 29, 2014	KAMINSKI ROBERT B	SALE	19.43	3K	58.29K	24.07K
Oct 18, 2012	AGERSON KIRK	PURCHASE	16.68	180	3K	1.21K
Jul 11, 2012	CLARK EDWARD J	SALE	18.40	1.71K	31.5K	44.32K
May 29, 2012	HAYES DOYLE A	PURCHASE	14.68	50	734	7.88K
May 24, 2012	CLARK EDWARD J	PURCHASE	14.60	500	7.3K	46.26K
Apr 27, 2012	MURDOCK CALVIN D	SALE	15.25	0	2.44	25.29K
Apr 18, 2012	DONNELLY JOHN F	PURCHASE	15.05	1.2K	18.06K	1.2K
Apr 18, 2012	AGERSON KIRK	PURCHASE	15.05	205	3.09K	855
Feb 29, 2012	WILLIAMS DONALD SR	PURCHASE	13.40	50	670	2.79K
Feb 24, 2012	FAAS MICHAEL D	PURCHASE	12.65	1.99K	25.12K	9.69K
Feb 23, 2012	AGERSON KIRK	PURCHASE	12.69	390	4.95K	650
Feb 17, 2012	CHRISTMAS CHARLES E	PURCHASE	13.17	300	3.95K	300
Feb 01, 2012	AGERSON KIRK	PURCHASE	11.49	260	2.99K	260
Jan 19, 2012	FAAS MICHAEL D	PURCHASE	11.90	5K	59.5K	7.7K
Nov 29, 2011	SCHAD TIMOTHY O	PURCHASE	9.38	2K	18.75K	11.03K
Nov 09, 2011	HAYES DOYLE A	PURCHASE	9.11	60	546.6	7.83K
Aug 18, 2011	CLARK EDWARD J	PURCHASE	8.14	1K	8.14K	45.76K
Aug 12, 2011	CLARK EDWARD J	PURCHASE	8.23	500	4.12K	44.26K
Aug 11, 2011	CLARK EDWARD J	PURCHASE	8.15	100	815	43.76K
Jul 22, 2011	CLARK EDWARD J	PURCHASE	9.75	1K	9.75K	43.66K
May 23, 2011	CLARK EDWARD J	PURCHASE	9.00	1K	9K	42.66K
Apr 19, 2011	SECOND CURVE CAPITAL LLC	SALE	9.08	7.5K	68.1K	856K
Apr 18, 2011	SECOND CURVE CAPITAL LLC	SALE	8.25	10K	82.5K	863.5K
Apr 15, 2011	SECOND CURVE CAPITAL LLC	SALE	8.32	5K	41.6K	873.5K
Apr 14, 2011	SECOND CURVE CAPITAL LLC	SALE	8.32	10K	83.2K	878.5K
Apr 13, 2011	SECOND CURVE CAPITAL LLC	SALE	8.37	3.89K	32.59K	888.5K
Apr 12, 2011	SECOND CURVE CAPITAL LLC	SALE	8.30	5K	41.5K	892.39K
Apr 11, 2011	SECOND CURVE CAPITAL LLC	SALE	8.50	5K	42.5K	897.39K
Apr 08, 2011	SECOND CURVE CAPITAL LLC	SALE	8.84	5.8K	51.27K	902.39K
Apr 06, 2011	SECOND CURVE CAPITAL LLC	SALE	8.89	10K	88.9K	918.19K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE1K1

SALES1.42K1

NET SHARES-4170

SHARES HELD15.4K2

% NET SHARES-102.71%-100%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.72

Short Percent Of Float0.83

Shares Outstanding16.25M

Shares Float15.71M

Shares Short117.24K

Short Ratio1.58

0.83%

Short % of Float

0.72%

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

3.47% Percentage of Shares held by All Insiders

65.84% Percentage of Shares held by All Institutions

68.21% Percentage of Float held by Institutions

271

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	3.05%	496.21K	23.87B	5.8K	+1.18%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	3.18%	517.9K	24.91M	23.54K	+4.76%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.11%	17.66K	849.25K	101	+0.58%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.11%	17.82K	857.19K	-41	-0.23%
Dec 31, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.11%	17.95K	863.59K	256	+1.45%
Dec 31, 2025	ROUND HILL ASSET MANAGEMENT	0.11%	18.24K	877.25K	-369	-1.98%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.11%	18.69K	898.95K	-13.95K	-42.74%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.12%	18.78K	903.32K	699	+3.87%
Dec 31, 2025	IEQ CAPITAL, LLC	0.12%	19.14K	920.44K	-6.66K	-25.81%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.12%	19.23K	924K	3.1K	+19.20%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.12%	19.99K	961.62K	640	+3.31%
Dec 31, 2025	RHUMBLINE ADVISERS	0.13%	20.86K	1M	-3.79K	-15.38%
Dec 31, 2025	CERITY PARTNERS LLC	0.14%	22.41K	1.08M	-1.67K	-6.95%
Dec 31, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.14%	22.42K	1.08M	-212	-0.94%
Dec 31, 2025	TUDOR INVESTMENT CORP ET AL	0.14%	23.32K	1.12M	-23.1K	-49.76%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.14%	23.55K	1.13M	208	+0.89%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.15%	23.62K	1.14M	-73	-0.31%
Dec 31, 2025	UBS GROUP AG	0.17%	28.1K	1.35B	-6.44K	-18.64%
Dec 31, 2025	MARSHALL WACE, LLP	0.17%	28.42K	1.37M	13.23K	+87.16%
Dec 31, 2025	ROYAL BANK OF CANADA	0.18%	29.14K	1.4B	-441	-1.49%
Dec 31, 2025	LAFLEUR & GODFREY LLC	0.18%	29.23K	1.41M	-3.63K	-11.05%
Dec 31, 2025	SWISS NATIONAL BANK	0.19%	30.4K	1.46M	500	+1.67%
Dec 31, 2025	Y-INTERCEPT (HONG KONG) LTD	0.09%	14.4K	692.83K	14.4K	+100.00%
Dec 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.1%	16.03K	771.24K	4.41K	+37.97%
Dec 31, 2025	BAILARD, INC.	0.11%	18.5K	889.9K	1.5K	+8.82%
Dec 31, 2025	VANGUARD GROUP INC	6.56%	1.07M	51.29B	27.4K	+2.64%
Dec 31, 2025	BLACKROCK, INC.	8.85%	1.44M	69.21B	6.81K	+0.48%
Dec 31, 2025	NUVEEN, LLC	0.19%	30.7K	1.48B	-26.77K	-46.58%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	6.34%	1.03M	49.61M	-16.86K	-1.61%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.15%	23.71K	1.14B	-58.9K	-71.30%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	24.83K	1.19B	-3.37K	-11.96%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.17%	28.08K	1.35B	-5.59K	-16.61%
Dec 31, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.2%	33.15K	1.59M	-1.3K	-3.77%
Dec 31, 2025	CITADEL ADVISORS LLC	0.23%	36.73K	1.77B	36.73K	+100.00%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.25%	40.88K	1.97M	21.5K	+110.92%
Dec 31, 2025	BARCLAYS PLC	0.26%	42.71K	2.05B	13.1K	+44.23%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.27%	44.29K	2.13M	3.67K	+9.05%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	44.72K	2.15M	260	+0.58%
Dec 31, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.28%	45K	2.16M	0	0
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.32%	52.76K	2.54M	-3.89K	-6.86%
Dec 31, 2025	JVL ASSOCIATES LLC	0.37%	60.17K	2.89M	-1.76K	-2.84%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.39%	63K	3.03B	-4.84K	-7.13%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.44%	71.58K	3.44M	0	0
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.45%	73.88K	3.55B	8.01K	+12.17%
Dec 31, 2025	DE LISLE PARTNERS LLP	0.47%	75.65K	3.64M	1.36K	+1.83%
Dec 31, 2025	SIENA CAPITAL PARTNERS GP, LLC	0.52%	83.97K	4.04M	63.97K	+319.83%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.57%	92.84K	4.47M	-3.45K	-3.58%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.67%	109.57K	5.27M	-1.02K	-0.92%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.74%	120.13K	5.78B	6.97K	+6.16%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.74%	120.18K	5.78B	42.19K	+54.09%
Dec 31, 2025	PROSHARE ADVISORS LLC	0.8%	130.08K	6.26M	-356	-0.27%
Dec 31, 2025	BANC FUNDS CO LLC	0.8%	130.84K	6.29M	-29.41K	-18.35%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.82%	133.29K	6.41M	-74	-0.06%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.82%	133.5K	6.42B	25.75K	+23.90%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.98%	159.56K	7.68M	-21.95K	-12.09%
Dec 31, 2025	MORGAN STANLEY	0.98%	159.61K	7.68B	-8.43K	-5.01%
Dec 31, 2025	JPMORGAN CHASE & CO	1.2%	195.04K	9.38M	-19.61K	-9.14%
Dec 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.25%	202.62K	9.75M	910	+0.45%
Dec 31, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	1.42%	231.26K	11.12M	-17.44K	-7.01%
Dec 31, 2025	LSV ASSET MANAGEMENT	1.81%	295.09K	14.19M	-5.2K	-1.73%
Dec 31, 2025	NORTH STAR ASSET MANAGEMENT INC	2.3%	374.54K	18.02M	19.2K	+5.40%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.48%	402.62K	19.37B	-9.58K	-2.32%
Dec 31, 2025	STATE STREET CORP	2.75%	447.02K	21.5M	-23.71K	-5.04%
Sep 30, 2025	BLACKROCK, INC.	8.83%	1.43M	64.44M	-75.36K	-5.00%
Sep 30, 2025	CREATIVE PLANNING	0.15%	24.04K	1.08M	3.07K	+14.63%
Sep 30, 2025	CERITY PARTNERS LLC	0.15%	24.08K	1.08M	2.3K	+10.56%
Sep 30, 2025	RHUMBLINE ADVISERS	0.15%	24.65K	1.11M	-971	-3.79%
Sep 30, 2025	TUDOR INVESTMENT CORP ET AL	0.29%	46.42K	2.09M	-5.56K	-10.69%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.35%	56.65K	2.55M	255	+0.45%
Sep 30, 2025	INVESCO LTD.	0.17%	28.06K	1.26M	-4.16K	-12.92%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	28.2K	1.27M	26.19K	+1,302.89%
Sep 30, 2025	NUVEEN, LLC	0.35%	57.47K	2.59M	-11.43K	-16.59%
Sep 30, 2025	ROYAL BANK OF CANADA	0.18%	29.58K	1.33M	-30.43K	-50.71%
Sep 30, 2025	BANC FUNDS CO LLC	0.99%	160.25K	7.21M	-34.9K	-17.88%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	3.05%	494.37K	22.25M	41.54K	+9.17%
Sep 30, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	1.53%	248.7K	11.19M	-9.51K	-3.68%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.1%	15.82K	711.99K	710	+4.70%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.7%	113.16K	5.09M	5.52K	+5.13%
Sep 30, 2025	BARCLAYS PLC	0.18%	29.62K	1.33M	-9.85K	-24.95%
Sep 30, 2025	IEQ CAPITAL, LLC	0.16%	25.79K	1.16M	12.63K	+95.97%
Sep 30, 2025	PROSHARE ADVISORS LLC	0.8%	130.44K	5.87M	-8.04K	-5.81%
Sep 30, 2025	MORGAN STANLEY	1.04%	168.04K	7.56M	54.26K	+47.69%
Sep 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.1%	15.88K	714.78K	2.58K	+19.37%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.25%	40.61K	1.83M	1.11K	+2.81%
Sep 30, 2025	LVM CAPITAL MANAGEMENT LTD/MI	0.09%	14.58K	656K	14.58K	+100.00%
Sep 30, 2025	SWISS NATIONAL BANK	0.18%	29.9K	1.35M	0	0
Sep 30, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.09%	15.03K	677K	15.03K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.09%	15.14K	681.11K	461	+3.14%
Sep 30, 2025	MARSHALL WACE, LLP	0.09%	15.18K	683.19K	9.63K	+173.30%
Sep 30, 2025	DEUTSCHE BANK AG\	0.09%	15.22K	684.68K	2.33K	+18.09%
Sep 30, 2025	CHICAGO TRUST CO NA	0.1%	15.59K	701.6K	-220	-1.39%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.1%	16.13K	726K	-13.66K	-45.85%
Sep 30, 2025	NORTHERN TRUST CORP	1.07%	173.98K	7.83M	-2.55K	-1.45%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.12%	181.51K	8.17M	71.99K	+65.74%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.24%	201.71K	9.08M	54.37K	+36.90%
Sep 30, 2025	JPMORGAN CHASE & CO	1.32%	214.65K	9.66M	58.74K	+37.68%
Sep 30, 2025	LSV ASSET MANAGEMENT	1.85%	300.29K	13.51M	-17.9K	-5.63%
Sep 30, 2025	NORTH STAR ASSET MANAGEMENT INC	2.19%	355.34K	15.99M	-1.2K	-0.34%
Sep 30, 2025	JVL ASSOCIATES LLC	0.38%	61.93K	2.79M	-29	-0.05%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.82%	133.36K	6M	511	+0.38%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.54%	412.2K	18.55M	6.34K	+1.56%
Sep 30, 2025	STATE STREET CORP	2.9%	470.72K	21.18M	41.14K	+9.58%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	3.02%	490.41K	22.07M	5.1K	+1.05%
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.21%	34.45K	1.55M	-1.3K	-3.64%
Sep 30, 2025	UBS GROUP AG	0.21%	34.53K	1.55M	13.1K	+61.08%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.39%	63.39K	2.85M	-6.69K	-9.54%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.41%	65.86K	2.96M	5.52K	+9.15%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.42%	67.84K	3.05M	-11.19K	-14.16%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.44%	71.58K	3.22M	0	0
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.45%	73.47K	3.31M	21.27K	+40.75%
Sep 30, 2025	DE LISLE PARTNERS LLP	0.46%	74.29K	3.35M	0	0
Sep 30, 2025	BAILARD, INC.	0.1%	17K	765.05K	900	+5.59%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.11%	17.56K	789.98K	-190	-1.07%
Sep 30, 2025	JANE STREET GROUP, LLC	0.17%	26.89K	1.21M	16.37K	+155.62%
Sep 30, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.11%	17.7K	796.41K	730	+4.30%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.11%	17.86K	803.79K	-502	-2.73%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.11%	18.08K	813.65K	-325	-1.77%
Sep 30, 2025	ROUND HILL ASSET MANAGEMENT	0.11%	18.61K	837.32K	0	0
Sep 30, 2025	FRANKLIN RESOURCES INC	0.12%	19.35K	870.84K	1.59K	+8.96%
Sep 30, 2025	SIENA CAPITAL PARTNERS GP, LLC	0.12%	20K	900K	20K	+100.00%
Sep 30, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.14%	22.63K	1.02M	-27	-0.12%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.15%	23.69K	1.07M	812	+3.55%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.2%	32.64K	1.47M	-2.44K	-6.94%
Sep 30, 2025	LAFLEUR & GODFREY LLC	0.2%	32.87K	1.48M	-2.43K	-6.88%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.21%	33.67K	1.52M	3.58K	+11.90%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	44.46K	2M	9.18K	+26.02%
Sep 30, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.28%	45K	2.03M	0	0
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.48%	77.99K	3.51M	40.82K	+109.85%
Sep 30, 2025	MALTESE CAPITAL MANAGEMENT LLC	0.51%	82K	3.69M	-18K	-18.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.51%	82.61K	3.72M	-65.4K	-44.19%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.59%	96.29K	4.33M	777	+0.81%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.66%	107.75K	4.85M	26.37K	+32.41%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.68%	110.59K	4.98M	4.2K	+3.95%
Sep 30, 2025	VANGUARD GROUP INC	6.41%	1.04M	46.75M	-394	-0.04%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	6.46%	1.05M	47.18M	-14.42K	-1.36%
Jun 30, 2025	MORGAN STANLEY	0.7%	113.78K	5.28B	9.4K	+9.00%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.66%	106.39K	4.94M	637	+0.60%
Jun 30, 2025	DE LISLE PARTNERS LLP	0.46%	74.29K	3.44M	3K	+4.21%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.13%	21.55K	999.9M	6.18K	+40.26%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.1%	16.54K	767.58K	6.89K	+71.46%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.09%	15.11K	701.35K	2.67K	+21.42%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	14.2K	659.02M	-175	-1.22%
Jun 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.08%	13.5K	626.54K	0	0
Jun 30, 2025	MAN GROUP PLC	0.07%	12.01K	557.15K	2K	+19.97%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.07%	11.58K	537.38K	357	+3.18%
Jun 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.07%	11.31K	524.97K	2.7K	+31.29%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.06%	10.06K	466.84K	-1.08K	-9.66%
Jun 30, 2025	BANC FUNDS CO LLC	1.2%	195.15K	9.06M	-20.3K	-9.42%
Jun 30, 2025	MALTESE CAPITAL MANAGEMENT LLC	0.62%	100K	4.64M	14.3K	+16.69%
Jun 30, 2025		0.42%	68.9K	3.2M	-4.98K	-6.74%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.37%	60.34K	2.8M	2.61K	+4.52%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.32%	52.2K	2.42M	-12.56K	-19.39%
Jun 30, 2025	LAFLEUR & GODFREY LLC	0.22%	35.3K	1.64M	6	+0.02%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.22%	35.08K	1.63M	-42	-0.12%
Jun 30, 2025	PROSHARE ADVISORS LLC	0.85%	138.48K	6.43M	-20.29K	-12.78%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.82%	132.85K	6.17M	3.97K	+3.08%
Jun 30, 2025	SG AMERICAS SECURITIES, LLC	0.25%	40.04K	1.86M	-6.05K	-13.13%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.18%	29.79K	1.38M	128	+0.43%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.24%	39.5K	1.83M	2.01K	+5.36%
Jun 30, 2025	BARCLAYS PLC	0.24%	39.46K	1.83M	8K	+25.41%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.16%	25.34K	1.18M	16.85K	+198.23%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	22.89K	1.06M	-879	-3.70%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.23%	37.17K	1.72M	-1.51K	-3.91%
Jun 30, 2025	INVESCO LTD.	0.2%	32.22K	1.5M	-6.72K	-17.25%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.19%	30.09K	1.4M	-7.76K	-20.49%
Jun 30, 2025	SWISS NATIONAL BANK	0.18%	29.9K	1.39M	0	0
Jun 30, 2025	RHUMBLINE ADVISERS	0.16%	25.62K	1.19M	1.35K	+5.57%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.14%	22.88K	1.06M	300	+1.33%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.66%	107.64K	5M	2.61K	+2.49%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.59%	95.51K	4.43M	810	+0.86%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.44%	71.58K	3.32M	-356	-0.49%
Jun 30, 2025	BLACKROCK, INC.	9.29%	1.51M	69.96M	-83.47K	-5.25%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	6.55%	1.06M	49.32M	-12.99K	-1.21%
Jun 30, 2025	VANGUARD GROUP INC	6.41%	1.04M	48.24M	22.28K	+2.19%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	2.99%	485.31K	22.52M	-23.08K	-4.54%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	2.79%	452.83K	21.02M	26.2K	+6.14%
Jun 30, 2025	STATE STREET CORP	2.65%	429.58K	19.94M	-24.79K	-5.46%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.5%	405.86K	18.84M	17.58K	+4.53%
Jun 30, 2025	LSV ASSET MANAGEMENT	1.96%	318.19K	14.77M	-3.3K	-1.03%
Jun 30, 2025	NORTHERN TRUST CORP	1.09%	176.54K	8.19M	-5.05K	-2.78%
Jun 30, 2025	JPMORGAN CHASE & CO	0.96%	155.9K	7.24M	65.82K	+73.07%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.91%	148.01K	6.87M	81.71K	+123.23%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.5%	81.38K	3.78B	-14.9K	-15.47%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.32%	51.97K	2.41M	1.39K	+2.74%
Jun 30, 2025	NUVEEN, LLC	0.42%	68.9K	3.2M	-4.98K	-6.74%
Jun 30, 2025	CERITY PARTNERS LLC	0.13%	21.78K	1.01M	308	+1.43%
Jun 30, 2025	ROUND HILL ASSET MANAGEMENT	0.11%	18.61K	863.55K	0	0
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.09%	14.74K	684.13K	-3.11K	-17.40%
Jun 30, 2025	AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC	0.06%	9.19K	426.46K	0	0
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	8.7K	403.95K	-656	-7.01%
Jun 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.05%	8.43K	391.05K	-2.42K	-22.33%
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.22%	35.75K	1.66M	-1.4K	-3.77%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	35.28K	1.64M	3.56K	+11.23%
Jun 30, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.14%	22.66K	1.05M	-176	-0.77%
Jun 30, 2025	NORTH STAR ASSET MANAGEMENT INC	2.2%	356.54K	16.55M	-2.79K	-0.78%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.49%	79.03K	3.67M	21.43K	+37.20%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.43%	70.08K	3.25M	7.75K	+12.43%
Jun 30, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.1%	16.97K	787.49K	0	0
Jun 30, 2025	BAILARD, INC.	0.1%	16.1K	747.25K	1.9K	+13.38%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.06%	9.59K	444.84K	4.13K	+75.81%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.91%	147.34K	6.84M	16.03K	+12.21%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.26%	41.97K	1.95M	13.85K	+49.26%
Jun 30, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	1.59%	258.21K	11.98M	-19.61K	-7.06%
Jun 30, 2025	ROYAL BANK OF CANADA	0.37%	60.01K	2.79M	-8.81K	-12.81%
Jun 30, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.28%	45K	2.09M	0	0
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.11%	17.75K	823.55K	0	0
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.1%	16.09K	745K	-1.67K	-9.38%
Jun 30, 2025	CHICAGO TRUST CO NA	0.1%	15.81K	733.79K	15.81K	+100.00%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.09%	14.29K	663.29K	4.2K	+41.66%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.08%	13.43K	623.33K	-1.85K	-12.09%
Jun 30, 2025	IEQ CAPITAL, LLC	0.08%	13.16K	610.85K	7.94K	+152.00%
Jun 30, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.08%	12.19K	565.92K	0	0
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.06%	10.37K	481.23K	3.74K	+56.47%
Jun 30, 2025	STRATEGIES WEALTH ADVISORS, LLC	0.06%	8.99K	417.25K	41	+0.46%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.35%	56.4K	2.62M	-896	-1.56%
Jun 30, 2025	JVL ASSOCIATES LLC	0.38%	61.96K	2.88M	-77	-0.12%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.68%	109.52K	5.08B	17.47K	+18.98%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.36%	57.6K	2.5M	446	+0.78%
Mar 31, 2025	JVL ASSOCIATES LLC	0.38%	62.03K	2.69M	0	0
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.36%	57.73K	2.51M	2.26K	+4.06%
Mar 31, 2025	NORTH STAR ASSET MANAGEMENT INC	2.22%	359.33K	15.61M	-117	-0.03%
Mar 31, 2025	BLACKROCK, INC.	9.82%	1.59M	69.11M	-24.53K	-1.52%
Mar 31, 2025	MORGAN STANLEY	0.64%	104.38K	4.53M	-22.37K	-17.65%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.59%	96.28K	4.18M	-31.45K	-24.62%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.58%	94.7K	4.11M	-604	-0.63%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	3.14%	508.39K	22.08M	-2.42K	-0.47%
Mar 31, 2025	STATE STREET CORP	2.81%	454.38K	19.74M	-14.54K	-3.10%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	6.64%	1.08M	46.73M	-31.21K	-2.82%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.65%	105.76K	4.59M	371	+0.35%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.57%	92.05K	4M	16.09K	+21.19%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.44%	71.93K	3.12M	1.89K	+2.70%
Mar 31, 2025	DE LISLE PARTNERS LLP	0.44%	71.29K	3.1M	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.42%	68.82K	2.99M	3.62K	+5.55%
Mar 31, 2025	SG AMERICAS SECURITIES, LLC	0.28%	46.09K	2M	33.96K	+279.77%
Mar 31, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.28%	45K	1.95M	0	0
Mar 31, 2025	INVESCO LTD.	0.24%	38.94K	1.69M	-1.35K	-3.35%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.24%	38.68K	1.68M	7.83K	+25.39%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.23%	37.84K	1.64M	-1.42K	-3.60%
Mar 31, 2025	BARCLAYS PLC	0.19%	31.47K	1.37M	-8.41K	-21.10%
Mar 31, 2025	SWISS NATIONAL BANK	0.18%	29.9K	1.3M	0	0
Mar 31, 2025	RHUMBLINE ADVISERS	0.15%	24.27K	1.05M	-1.15K	-4.51%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.81%	131.31K	5.7M	55.29K	+72.73%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.8%	128.89K	5.6M	-61.08K	-32.15%
Mar 31, 2025	VANGUARD GROUP INC	6.28%	1.02M	44.18M	147.3K	+16.94%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	2.63%	426.63K	18.53M	36.68K	+9.41%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.4%	388.28K	16.87M	11.38K	+3.02%
Mar 31, 2025	LSV ASSET MANAGEMENT	1.98%	321.49K	13.97M	34.78K	+12.13%
Mar 31, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	1.72%	277.82K	12.07M	-9.67K	-3.36%
Mar 31, 2025	BANC FUNDS CO LLC	1.33%	215.45K	9.36M	-29K	-11.86%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.35%	57.29K	2.49M	11.43K	+24.91%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.31%	50.59K	2.2M	3.42K	+7.26%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.23%	37.49K	1.63M	-7.31K	-16.31%
Mar 31, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.23%	37.15K	1.61M	-1.51K	-3.91%
Mar 31, 2025	LAFLEUR & GODFREY LLC	0.22%	35.29K	1.53M	7	+0.02%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.22%	35.12K	1.53M	1.73K	+5.17%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.2%	31.72K	1.38M	437	+1.40%
Mar 31, 2025	UBS GROUP AG	0.17%	28.26K	1.23M	-1.41K	-4.75%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.17%	28.12K	1.22M	-388	-1.36%
Mar 31, 2025	NORTHERN TRUST CORP	1.12%	181.59K	7.89M	-8.9K	-4.67%
Mar 31, 2025	PROSHARE ADVISORS LLC	0.98%	158.77K	6.9M	2.09K	+1.33%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.65%	105.03K	4.56M	2.26K	+2.19%
Mar 31, 2025	JPMORGAN CHASE & CO	0.56%	90.08K	3.91M	-32.45K	-26.48%
Mar 31, 2025	MALTESE CAPITAL MANAGEMENT LLC	0.53%	85.7K	3.72M	18.2K	+26.96%
Mar 31, 2025		0.46%	73.88K	3.21M	73.88K	+100.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.41%	66.3K	2.88M	-66.47K	-50.06%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.38%	62.34K	2.71M	16.59K	+36.26%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.4%	64.75K	2.81M	3.67K	+6.01%
Mar 31, 2024	CORNERCAP INVESTMENT COUNSEL INC	0.18%	29.45K	1.13M	0	0
Mar 31, 2024	SEMANTEON CAPITAL MANAGEMENT, LP	0.05%	7.5K	288.79K	7.5K	+100.00%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.05%	7.75K	298.22K	76	+0.99%
Mar 31, 2024	ZACKS INVESTMENT MANAGEMENT	0.05%	7.92K	304.63K	7.92K	+100.00%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	8.4K	323.2K	0	0
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.05%	8.45K	325.05K	4.13K	+95.62%
Mar 31, 2024	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.05%	8.73K	336.1K	8.73K	+100.00%
Mar 31, 2024	AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC	0.06%	9.19K	353.69K	0	0
Mar 31, 2024	INSPIRE INVESTING, LLC	0.06%	9.36K	360.07K	9.36K	+100.00%
Mar 31, 2024	ALPS ADVISORS INC	0.06%	9.44K	363.35K	9.44K	+100.00%
Mar 31, 2024	FIRST NATIONAL BANK OF OMAHA	0.06%	9.5K	365.54K	-2.81K	-22.80%
Mar 31, 2024	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.06%	9.67K	372.24K	-1.62K	-14.36%
Mar 31, 2024	TRUST POINT INC.	0.06%	9.87K	379.7K	567	+6.10%
Mar 31, 2024	SHERBROOKE PARK ADVISERS LLC	0.06%	10.09K	388.29K	10.09K	+100.00%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.07%	10.65K	410.03K	1.52K	+16.68%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.07%	11.18K	430.28K	6.29K	+128.56%
Mar 31, 2024	MAN GROUP PLC	0.08%	13.06K	502.6K	13.06K	+100.00%
Mar 31, 2024	REGAL INVESTMENT ADVISORS LLC	0.08%	13.5K	519.62K	0	0
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.09%	13.9K	534.82K	0	0
Mar 31, 2024	RAFFERTY ASSET MANAGEMENT, LLC	0.1%	16.51K	635.35K	8.71K	+111.82%
Mar 31, 2024	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.1%	16.82K	647.56K	-2.94K	-14.89%
Mar 31, 2024	DENALI ADVISORS LLC	0.11%	17K	654.33K	9.5K	+126.67%
Mar 31, 2024	WEDGE CAPITAL MANAGEMENT L L P/NC	0.11%	17.72K	682K	4.8K	+37.19%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.12%	19.49K	749.98K	6.47K	+49.68%
Mar 31, 2024	ROUND HILL ASSET MANAGEMENT	0.13%	20.21K	777.77K	0	0
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.13%	20.87K	803.09K	100	+0.48%
Mar 31, 2024	CERITY PARTNERS LLC	0.14%	22.69K	873.38K	22.69K	+100.00%
Mar 31, 2024	BUCKINGHAM STRATEGIC PARTNERS	0.14%	22.94K	882.85K	10.39K	+82.84%
Mar 31, 2024	CLARIVEST ASSET MANAGEMENT LLC	0.15%	23.45K	902.75K	167	+0.72%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.15%	24.18K	930.8K	108	+0.45%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.27%	43.64K	1.68M	-330	-0.75%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.18%	29.51K	1.14M	21.26K	+257.47%
Mar 31, 2024	LAFLEUR & GODFREY LLC	0.22%	35.86K	1.38M	-1.32K	-3.55%
Mar 31, 2024	DE LISLE PARTNERS LLP	0.23%	37.66K	1.45M	37.66K	+100.00%
Mar 31, 2024	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.28%	45K	1.73M	0	0
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.29%	46.54K	1.79M	3.5K	+8.13%
Mar 31, 2024	JVL ASSOCIATES LLC	0.38%	62.02K	2.39M	0	0
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.41%	65.65K	2.53M	65.65K	+100.00%
Mar 31, 2024	ASSENAGON ASSET MANAGEMENT S.A.	0.43%	69.64K	2.68M	-1.15K	-1.63%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.04%	6.82K	261.65K	1	+0.01%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.04%	6.99K	269.16K	6.99K	+100.00%
Mar 31, 2024	Y-INTERCEPT (HONG KONG) LTD	0.05%	7.4K	284.63K	7.4K	+100.00%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.44%	71.05K	2.73M	-57.59K	-44.77%
Mar 31, 2024	HILLSDALE INVESTMENT MANAGEMENT INC.	0.49%	79.05K	3.04M	6.2K	+8.51%
Mar 31, 2024	OBERWEIS ASSET MANAGEMENT INC/	0.55%	89.33K	3.44M	4.01K	+4.70%
Mar 31, 2024	STIEVEN CAPITAL ADVISORS, L.P.	0.6%	96.2K	3.7M	-92.98K	-49.15%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.7%	112.38K	4.33M	0	0
Mar 31, 2024	LSV ASSET MANAGEMENT	1.4%	225.4K	8.68M	12.73K	+5.98%
Mar 31, 2024	TRIBUTARY CAPITAL MANAGEMENT, LLC	1.54%	247.73K	9.54M	-65.58K	-20.93%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.62%	261.32K	10.06M	50.29K	+23.83%
Mar 31, 2024	NORTH STAR ASSET MANAGEMENT INC	2.24%	361.27K	13.91M	-1.04K	-0.29%
Mar 31, 2024	CITIGROUP INC	0%	15.24K	586.55K	8.05K	+112.01%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0%	15.24K	586.63K	4.47K	+41.50%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0%	17.55K	675.5K	-750	-4.10%
Mar 31, 2024	UBS GROUP AG	0%	18.86K	725.84K	-3.98K	-17.41%
Mar 31, 2024	TEACHER RETIREMENT SYSTEM OF TEXAS	0%	23.84K	917K	15.05K	+171.37%
Mar 31, 2024	RHUMBLINE ADVISERS	0%	24.67K	949.38K	638	+2.66%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	30.62K	1.18M	-3.91K	-11.33%
Mar 31, 2024	SWISS NATIONAL BANK	0%	31.6K	1.22M	0	0
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0%	33.12K	1.27M	0	0
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0%	35.69K	1.37M	15.95K	+80.80%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0%	44.25K	1.7M	-3.79K	-7.89%
Mar 31, 2024	INVESCO LTD.	0%	55.82K	2.15M	22.27K	+66.37%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	79.47K	3.06M	14.63K	+22.57%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0%	117.37K	4.52M	-4.5K	-3.69%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0%	118.83K	4.57M	118.83K	+100.00%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0%	144.11K	5.55M	95.3K	+195.26%
Mar 31, 2024	NORTHERN TRUST CORP	0%	183.78K	7.07M	-10.79K	-5.54%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	198.42K	7.64M	-625	-0.31%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0%	348.33K	13.41M	12.43K	+3.70%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0%	522.81K	20.12M	-15.6K	-2.90%
Mar 31, 2024	VANGUARD GROUP INC	0.01%	805.33K	31M	21.62K	+2.76%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.01%	1.16M	44.73M	10.51K	+0.91%
Mar 31, 2024	BLACKROCK INC.	0.01%	1.5M	57.86M	-51.64K	-3.32%
Mar 31, 2024	BANC FUNDS CO LLC	2.45%	394.73K	15.19M	-76.83K	-16.29%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.09%	13.81K	531.51K	8.14K	+143.46%
Dec 31, 2023	CLARIVEST ASSET MANAGEMENT LLC	0.15%	23.29K	940.33K	518	+2.28%
Dec 31, 2023	RHUMBLINE ADVISERS	0.15%	24.03K	970.24K	7	+0.03%
Dec 31, 2023	LOS ANGELES CAPITAL MANAGEMENT LLC	0.15%	24.08K	972.15K	0	0
Dec 31, 2023		0.16%	25.65K	1.04M	2.87K	+12.60%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.16%	26.18K	1.06M	-6.1K	-18.89%
Dec 31, 2023	CORNERCAP INVESTMENT COUNSEL INC	0.18%	29.45K	1.19M	-46	-0.16%
Dec 31, 2023	SWISS NATIONAL BANK	0.2%	31.6K	1.28M	-3.6K	-10.23%
Dec 31, 2023	BARCLAYS PLC	0.2%	32.48K	1.31M	16.22K	+99.77%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.2%	32.52K	1.31M	5.15K	+18.84%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.21%	33.12K	1.34M	1.83K	+5.85%
Dec 31, 2023	INVESCO LTD.	0.21%	33.55K	1.35M	8.88K	+36.02%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.22%	34.53K	1.39M	291	+0.85%
Dec 31, 2023	LAFLEUR & GODFREY LLC	0.23%	37.18K	1.5M	-477	-1.27%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.24%	39.25K	1.58M	-1.87K	-4.54%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.27%	43.04K	1.74B	3.84K	+9.80%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.27%	43.97K	1.78M	-4.62K	-9.50%
Dec 31, 2023	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.28%	45K	1.82M	0	0
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.29%	46.64K	1.88M	858	+1.87%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.3%	48.04K	1.94M	1.32K	+2.83%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.3%	48.14K	1.94M	-1.96K	-3.91%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.3%	48.81K	1.97M	3.79K	+8.42%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.33%	52.62K	2.12M	7.4K	+16.35%
Dec 31, 2023	JVL ASSOCIATES LLC	0.39%	62.02K	2.5M	-2.74K	-4.23%
Dec 31, 2023	JPMORGAN CHASE & CO	0.4%	64.83K	2.62M	13.07K	+25.26%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.44%	70.2K	2.83M	0	0
Dec 31, 2023	BLACKROCK INC.	9.69%	1.55M	62.79M	130.88K	+9.19%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.44%	70.79K	2.86M	34.57K	+95.42%
Dec 31, 2023	HILLSDALE INVESTMENT MANAGEMENT INC.	0.45%	72.85K	2.94M	-3.7K	-4.83%
Dec 31, 2023	OBERWEIS ASSET MANAGEMENT INC/	0.53%	85.32K	3.45M	-288	-0.34%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.56%	90.34K	3.65M	3.84K	+4.44%
Dec 31, 2023	ROYAL BANK OF CANADA	0.58%	92.69K	3.74M	11.43K	+14.07%
Dec 31, 2023	MORGAN STANLEY	0.68%	109.48K	4.42M	12.09K	+12.41%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.7%	112.38K	4.54M	25.74K	+29.70%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.76%	121.86K	4.92M	-3.26K	-2.60%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.8%	128.64K	5.19M	-8.54K	-6.23%
Dec 31, 2023	STIEVEN CAPITAL ADVISORS, L.P.	1.18%	189.17K	7.64M	-25K	-11.67%
Dec 31, 2023	NORTHERN TRUST CORP	1.21%	194.56K	7.86M	5.15K	+2.72%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.24%	199.04K	8.04M	3.23K	+1.65%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	1.32%	211.04K	8.52M	45.9K	+27.79%
Dec 31, 2023	LSV ASSET MANAGEMENT	1.33%	212.68K	8.59M	0	0
Dec 31, 2023	TRIBUTARY CAPITAL MANAGEMENT, LLC	1.95%	313.31K	12.65M	-5.6K	-1.76%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.09%	335.91K	13.57M	13.89K	+4.31%
Dec 31, 2023	NORTH STAR ASSET MANAGEMENT INC	2.26%	362.31K	14.63M	1.68K	+0.47%
Dec 31, 2023	STATE STREET CORP	2.5%	400.91K	16.19M	6.29K	+1.60%
Dec 31, 2023	BANC FUNDS CO LLC	2.94%	471.56K	19.04M	-21.6K	-4.38%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	3.36%	538.41K	21.74M	3.7K	+0.69%
Dec 31, 2023	VANGUARD GROUP INC	4.88%	783.72K	31.65M	-16.15K	-2.02%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	7.18%	1.15M	46.51M	317	+0.03%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.13%	21.51K	868.74K	-1.12K	-4.95%
Dec 31, 2023	UBS GROUP AG	0.14%	22.83K	922.04K	11.17K	+95.73%

Insiders

Insiders	Designation	Shares Held
SECOND CURVE CAPITAL LLC	10 percent owner	856K
KAMINSKI ROBERT B	director	77.99K
MURDOCK CALVIN D	director	25.29K
GRANT EDWARD B	director	19.04K
SULLIVAN THOMAS R	director	15.95K
RAMAKER DAVID B	director	15.01K
PRICE MICHAEL H	director	11.9K
SCHAD TIMOTHY O	director	11.03K
FAAS MICHAEL D	director	9.69K
WORTHINGTON ROBERT T.	SVP, CRO, SECRETARY, AND GC	8.82K
HAYES DOYLE A	director	7.88K
GARDNER JEFF A	director	6K
ELDRIDGE MICHELLE LARABEE	director	5.74K
WILLIAMS SHORAN R	director	5.27K
SANCHEZ NELSON F	director	3.5K
WILLIAMS DONALD SR	director	2.79K
STONE SAMUEL G	EXECUTIVE VICE PRESIDENT	2.37K
MACDONALD RICHARD D	director	1.73K
AGERSON KIRK	director	1.21K
DONNELLY JOHN F	director	1.2K
CLARK EDWARD J	director	385
CHRISTMAS CHARLES E	Senior V.P. & CFO	300
WIERSMA LONNA	SVP, HUMAN RESOURCES DIRECTOR	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 13, 2025	PRICE MICHAEL H	SALE	45.81	1.42K	64.91K	11.9K
Oct 31, 2025	SANCHEZ NELSON F	PURCHASE	43.50	1K	43.5K	3.5K
Aug 18, 2025	RAMAKER DAVID B	PURCHASE	46.71	1.5K	70.07K	15.01K
Jul 29, 2025	WILLIAMS SHORAN R	PURCHASE	47.28	200	9.46K	5.27K
May 02, 2025	KAMINSKI ROBERT B	SALE	42.85	250	10.71K	77.99K
Apr 02, 2025	KAMINSKI ROBERT B	SALE	43.14	250	10.79K	78.24K
Mar 03, 2025	KAMINSKI ROBERT B	SALE	48.11	250	12.03K	78.49K
Feb 26, 2025	SANCHEZ NELSON F	SALE	47.31	100	4.73K	2.22K
Feb 20, 2025	SANCHEZ NELSON F	PURCHASE	47.50	193	9.17K	2.09K
Feb 19, 2025	SANCHEZ NELSON F	PURCHASE	48.00	191	9.17K	1.9K
Feb 19, 2025	MACDONALD RICHARD D	PURCHASE	48.92	511	25K	1.73K
Feb 18, 2025	SANCHEZ NELSON F	PURCHASE	48.50	195	9.46K	1.71K
Feb 11, 2025	KAMINSKI ROBERT B	SALE	50.22	1K	50.22K	11.81K
Feb 06, 2025	KAMINSKI ROBERT B	SALE	49.82	1K	49.82K	12.81K
Feb 05, 2025	PRICE MICHAEL H	SALE	48.41	6.37K	308.5K	15.18K
Feb 04, 2025	SANCHEZ NELSON F	PURCHASE	47.50	189	8.98K	1.51K
Feb 03, 2025	SANCHEZ NELSON F	PURCHASE	47.89	187	8.96K	1.32K
Feb 03, 2025	KAMINSKI ROBERT B	SALE	48.14	21	1.01K	86.73K
Jan 31, 2025	WILLIAMS SHORAN R	PURCHASE	49.28	123	6.06K	4.15K
Jan 29, 2025	SANCHEZ NELSON F	PURCHASE	48.50	103	5K	1.14K
Jan 27, 2025	KAMINSKI ROBERT B	SALE	50.16	3K	150.48K	13.81K
Jan 24, 2025	KAMINSKI ROBERT B	SALE	49.14	3K	147.42K	16.81K
Jan 02, 2025	KAMINSKI ROBERT B	SALE	44.61	250	11.15K	86.98K
Dec 02, 2024	KAMINSKI ROBERT B	SALE	49.60	250	12.4K	87.23K
Nov 25, 2024	KAMINSKI ROBERT B	SALE	51.75	5.8K	300.15K	19.81K
Nov 14, 2024	KAMINSKI ROBERT B	SALE	49.51	4K	198.04K	25.61K
Nov 04, 2024	KAMINSKI ROBERT B	SALE	42.51	250	10.63K	94.48K
Oct 02, 2024	KAMINSKI ROBERT B	SALE	41.77	250	10.44K	94.73K
Sep 03, 2024	KAMINSKI ROBERT B	SALE	46.05	250	11.51K	94.98K
Aug 26, 2024	PRICE MICHAEL H	SALE	45.56	2K	91.12K	21.56K
Aug 02, 2024	KAMINSKI ROBERT B	SALE	43.66	250	10.92K	95.23K
Jul 22, 2024	KAMINSKI ROBERT B	SALE	48.01	2K	96.02K	29.61K
Jul 19, 2024	PRICE MICHAEL H	SALE	47.08	5K	235.4K	26.56K
Jul 19, 2024	KAMINSKI ROBERT B	SALE	48.73	3K	146.19K	31.61K
Jul 02, 2024	KAMINSKI ROBERT B	SALE	39.83	250	9.96K	95.48K
Jun 11, 2024	SANCHEZ NELSON F	PURCHASE	35.90	139	4.99K	1.03K
Jun 10, 2024	SANCHEZ NELSON F	PURCHASE	36.10	138	4.98K	893
Jun 07, 2024	SANCHEZ NELSON F	PURCHASE	36.94	135	4.99K	755
Jun 06, 2024	SANCHEZ NELSON F	PURCHASE	37.10	135	5.01K	620
Mar 11, 2024	SANCHEZ NELSON F	PURCHASE	36.51	100	3.65K	1.27K
Jul 26, 2023	PRICE MICHAEL H	SALE	34.33	2K	68.66K	30.08K
Apr 21, 2023	RAMAKER DAVID B	PURCHASE	28.98	3K	86.94K	10.39K
Feb 16, 2023	WORTHINGTON ROBERT T.	SALE	34.75	2.48K	86.32K	8.82K
Jan 20, 2023	RAMAKER DAVID B	PURCHASE	33.33	1.5K	50K	7.39K
Aug 18, 2022	RAMAKER DAVID B	PURCHASE	36.58	3K	109.74K	5.89K
Jan 26, 2022	WIERSMA LONNA	SALE	39.60	2K	79.2K	0
Jan 25, 2022	PRICE MICHAEL H	SALE	39.04	1.05K	41.11K	43.89K
Jan 24, 2022	WIERSMA LONNA	SALE	38.47	1.71K	65.94K	12.52K
Jan 21, 2022	WORTHINGTON ROBERT T.	SALE	38.11	3K	114.33K	14.06K
Nov 05, 2021	WIERSMA LONNA	SALE	36.88	2.5K	92.2K	2K
Jun 03, 2021	WORTHINGTON ROBERT T.	PURCHASE	32.56	3.43K	111.71K	22.01K
Dec 01, 2020	WORTHINGTON ROBERT T.	SALE	25.04	3.5K	87.66K	8.85K
May 07, 2020	ELDRIDGE MICHELLE LARABEE	PURCHASE	21.30	100	2.13K	5.74K
Apr 24, 2020	PRICE MICHAEL H	SALE	21.20	8K	169.6K	45.26K
Nov 19, 2019	WORTHINGTON ROBERT T.	SALE	35.10	2.5K	87.75K	9.77K
Nov 19, 2019	WIERSMA LONNA	SALE	35.10	2.5K	87.75K	5.48K
Oct 22, 2019	PRICE MICHAEL H	SALE	35.48	2.95K	104.56K	53.26K
Jan 25, 2019	GRANT EDWARD B	SALE	34.33	2K	68.66K	19.04K
Nov 20, 2018	WIERSMA LONNA	SALE	31.37	1K	31.37K	5K
Nov 07, 2018	SULLIVAN THOMAS R	SALE	32.56	620	20.19K	15.95K
May 30, 2018	PRICE MICHAEL H	SALE	36.32	3K	108.96K	47.67K
Mar 02, 2018	SULLIVAN THOMAS R	SALE	34.70	1K	34.7K	15.14K
Mar 01, 2018	SULLIVAN THOMAS R	SALE	34.23	1K	34.23K	19.14K
Nov 20, 2017	SULLIVAN THOMAS R	SALE	35.15	5.2K	182.78K	15.07K
Oct 27, 2017	SULLIVAN THOMAS R	SALE	37.31	4.8K	179.09K	43.77K
Oct 26, 2017	SULLIVAN THOMAS R	SALE	37.21	1K	37.21K	48.57K
Oct 20, 2017	SULLIVAN THOMAS R	SALE	37.04	10.74K	397.77K	49.57K
Jul 21, 2017	CLARK EDWARD J	PURCHASE	31.59	385	12.16K	385
Jun 14, 2017	SULLIVAN THOMAS R	SALE	33.00	515	17K	60.31K
Jun 13, 2017	SULLIVAN THOMAS R	SALE	33.24	2.8K	92.97K	60.83K
Jun 12, 2017	SULLIVAN THOMAS R	SALE	34.29	3.3K	113.19K	63.63K
Apr 25, 2017	PRICE MICHAEL H	SALE	35.04	9.54K	334.11K	46.73K
Mar 02, 2017	SULLIVAN THOMAS R	SALE	33.38	7K	233.66K	19.52K
Dec 12, 2016	PRICE MICHAEL H	SALE	35.18	9.55K	336K	56.26K
Nov 30, 2016	GRANT EDWARD B	SALE	32.92	2K	65.84K	18.99K
Nov 18, 2016	SULLIVAN THOMAS R	SALE	33.04	5K	165.2K	19.52K
Aug 31, 2016	SULLIVAN THOMAS R	SALE	26.50	1.58K	41.74K	24.52K
Aug 26, 2016	SULLIVAN THOMAS R	SALE	26.87	5K	134.35K	67.43K
Aug 19, 2016	PRICE MICHAEL H	SALE	25.75	900	23.18K	58.81K
Aug 18, 2016	PRICE MICHAEL H	SALE	25.81	12.46K	321.64K	59.71K
Jul 28, 2016	PRICE MICHAEL H	SALE	24.99	11.52K	287.85K	72.17K
Mar 04, 2016	SULLIVAN THOMAS R	SALE	24.00	560	13.44K	72.43K
Feb 19, 2016	GARDNER JEFF A	SALE	22.63	4K	90.49K	6K
Jan 22, 2016	PRICE MICHAEL H	SALE	21.16	8K	169.3K	82.98K
Dec 15, 2015	SULLIVAN THOMAS R	SALE	24.20	3K	72.6K	72.99K
Nov 24, 2015	STONE SAMUEL G	SALE	25.10	1.38K	34.59K	2.37K
Nov 19, 2015	SULLIVAN THOMAS R	SALE	25.14	1.65K	41.56K	22.69K
Nov 16, 2015	SULLIVAN THOMAS R	SALE	24.00	3K	72K	18.5K
Oct 23, 2015	SULLIVAN THOMAS R	SALE	21.50	3K	64.5K	21.5K
Sep 24, 2015	SULLIVAN THOMAS R	SALE	21.00	3K	63K	24.5K
Aug 17, 2015	SULLIVAN THOMAS R	SALE	20.37	3K	61.11K	27.5K
Apr 27, 2015	GRANT EDWARD B	SALE	20.44	2.25K	45.93K	18.79K
Jul 29, 2014	KAMINSKI ROBERT B	SALE	19.43	3K	58.29K	24.07K
Oct 18, 2012	AGERSON KIRK	PURCHASE	16.68	180	3K	1.21K
Jul 11, 2012	CLARK EDWARD J	SALE	18.40	1.71K	31.5K	44.32K
May 29, 2012	HAYES DOYLE A	PURCHASE	14.68	50	734	7.88K
May 24, 2012	CLARK EDWARD J	PURCHASE	14.60	500	7.3K	46.26K
Apr 27, 2012	MURDOCK CALVIN D	SALE	15.25	0	2.44	25.29K
Apr 18, 2012	DONNELLY JOHN F	PURCHASE	15.05	1.2K	18.06K	1.2K
Apr 18, 2012	AGERSON KIRK	PURCHASE	15.05	205	3.09K	855
Feb 29, 2012	WILLIAMS DONALD SR	PURCHASE	13.40	50	670	2.79K
Feb 24, 2012	FAAS MICHAEL D	PURCHASE	12.65	1.99K	25.12K	9.69K
Feb 23, 2012	AGERSON KIRK	PURCHASE	12.69	390	4.95K	650
Feb 17, 2012	CHRISTMAS CHARLES E	PURCHASE	13.17	300	3.95K	300
Feb 01, 2012	AGERSON KIRK	PURCHASE	11.49	260	2.99K	260
Jan 19, 2012	FAAS MICHAEL D	PURCHASE	11.90	5K	59.5K	7.7K
Nov 29, 2011	SCHAD TIMOTHY O	PURCHASE	9.38	2K	18.75K	11.03K
Nov 09, 2011	HAYES DOYLE A	PURCHASE	9.11	60	546.6	7.83K
Aug 18, 2011	CLARK EDWARD J	PURCHASE	8.14	1K	8.14K	45.76K
Aug 12, 2011	CLARK EDWARD J	PURCHASE	8.23	500	4.12K	44.26K
Aug 11, 2011	CLARK EDWARD J	PURCHASE	8.15	100	815	43.76K
Jul 22, 2011	CLARK EDWARD J	PURCHASE	9.75	1K	9.75K	43.66K
May 23, 2011	CLARK EDWARD J	PURCHASE	9.00	1K	9K	42.66K
Apr 19, 2011	SECOND CURVE CAPITAL LLC	SALE	9.08	7.5K	68.1K	856K
Apr 18, 2011	SECOND CURVE CAPITAL LLC	SALE	8.25	10K	82.5K	863.5K
Apr 15, 2011	SECOND CURVE CAPITAL LLC	SALE	8.32	5K	41.6K	873.5K
Apr 14, 2011	SECOND CURVE CAPITAL LLC	SALE	8.32	10K	83.2K	878.5K
Apr 13, 2011	SECOND CURVE CAPITAL LLC	SALE	8.37	3.89K	32.59K	888.5K
Apr 12, 2011	SECOND CURVE CAPITAL LLC	SALE	8.30	5K	41.5K	892.39K
Apr 11, 2011	SECOND CURVE CAPITAL LLC	SALE	8.50	5K	42.5K	897.39K
Apr 08, 2011	SECOND CURVE CAPITAL LLC	SALE	8.84	5.8K	51.27K	902.39K
Apr 06, 2011	SECOND CURVE CAPITAL LLC	SALE	8.89	10K	88.9K	918.19K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE1K1

SALES1.42K1

NET SHARES-4170

SHARES HELD15.4K2

% NET SHARES-102.71%-100%

MBWM Stock Ownership Breakdown

Mercantile Bank

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