How many institutions own MC 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 MC shares is 490, representing 104.33% of the company's common stock.

Who are the major shareholders selling Moelis & Company stock?

NUVEEN, LLC, in the last quarter, reduced its stake in MC by -0.54% restricting it's holding to 315.54 thousand shares of worth nearly $22.50M. EMERALD ADVISERS, LLC also lessened -1.42% of the MC shares from its portfolio, reducing its holding to 451.5 thousand shares of worth $32.20M. BAMCO INC /NY/ also shunned MC shares holding by -0.27% last quarter which brought its holding to 525.78 thousand shares worth $37.50M.

Investors who are buying MC stock?

As per its latest 13F filing, RAYMOND JAMES FINANCIAL INC increased its stake in MC by 8.68% in the last quarter. The institutional holder raised its holding to 437.15 thousand shares having worth more than $31.18M. FISHER ASSET MANAGEMENT, LLC also added 40.32% more shares of MC to its portfolio, raising its holding to 491.47 thousand shares of worth $35.05M. BANK OF AMERICA CORP /DE/ also increased its MC shares holding by 22.55% which brought its holding to 772.4 thousand shares worth $55.09M.

MC's major insiders: who are they?

The insider with the most stakes in MC is Cantor Eric , Vice Chairman, MD at the company. Additionally, MC stock is highly held by Chairman, CEO MOELIS KENNETH and Co-President, MD MAHMOODZADEGAN NAVID among others.

Did an insider recently sell MC stock?

Company executives, directors, and other insiders own 1.07% percent of Moelis & Company's stock. Within the last six months, there have been 1 transaction(s) in which MC insiders have sold stock, totaling 2.62K shares. Insiders that have sold shares include SHROPSHIRE KENNETH, WATANABE OSAMU R., and SIMON JOSEPH.

Which insider recently purchased MC stock?

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

How much of MC does insiders own?

Around 7.11K Moelis & Company shares are held by insiders, which represents about 1.07% of MC stock.

Who is the insider with the largest stake?

MC Vice Chairman, MD, Cantor Eric holds the largest portfolio of the company's shares. MC shares owned by Cantor total nearly 218.81 thousand.

Which institution holds the most shares in MC?

NUVEEN, LLC is the largest institutional owner in MC which holds 315.54 thousand shares worth $22.50M or 0.42% of the total MC shares outstanding followed by RAYMOND JAMES FINANCIAL INC with ownership of 437.15 thousand shares representing 0.58% of the MC ownership. EMERALD ADVISERS, LLC is the third largest stakeholder with 451.5 thousand shares or 0.6% of the ownership worth more than $32.20M.

Is Moelis & Company 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 MC is concerned, it is a stock which is optionable.

Is there a short position on MC's shares?

Number of MC shares short is 3.39M. 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 MC shares are there?

As of today, 74.18M shares of MC are outstanding.

Is there many float in MC 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, MC has 73.43M shares in float.

MC 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 MC is 3.96.

Moelis & (MC) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares4.57

Short Percent Of Float5.88

Shares Outstanding74.18M

Shares Float73.43M

Shares Short3.39M

Short Ratio3.96

5.88%

Short % of Float

4.57%

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

1.07% Percentage of Shares held by All Insiders

104.33% Percentage of Shares held by All Institutions

105.46% Percentage of Float held by Institutions

490

Number of Institutions Holding Shares

Institutional Ownership

About 104.33% of MC shares are held by financial institutions. NUVEEN, LLC is the top corporate investor, holding 315.54K shares valued at $22.50M. A 0.42% stake in Moelis & Company is owned by the company. RAYMOND JAMES FINANCIAL INC owns 437.15K shares valued at $31.18M, which translates its holding of 0.58% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	NUVEEN, LLC	0.42%	315.54K	22.5M	-1.7K	-0.54%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.58%	437.15K	31.18M	34.93K	+8.68%
Sep 30, 2025	EMERALD ADVISERS, LLC	0.6%	451.5K	32.2M	-6.51K	-1.42%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.65%	491.47K	35.05M	141.22K	+40.32%
Sep 30, 2025	BAMCO INC /NY/	0.7%	525.78K	37.5M	-1.41K	-0.27%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.02%	772.4K	55.09M	142.11K	+22.55%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.12%	90.55K	6.46M	-2.58K	-2.77%
Sep 30, 2025	DIVERSIFY WEALTH MANAGEMENT, LLC	0.12%	93.76K	5.94M	4.58K	+5.13%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.13%	99.87K	7.12M	22.81K	+29.59%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.14%	106.66K	7.61M	57.28K	+116.00%
Sep 30, 2025	CITIGROUP INC	0.14%	107.81K	7.69M	-19.03K	-15.01%
Sep 30, 2025	EISLER CAPITAL MANAGEMENT LTD.	0.15%	110.09K	7.84M	110.09K	+100.00%
Sep 30, 2025	ROYCE & ASSOCIATES LP	0.15%	112.01K	7.99M	18.14K	+19.33%
Sep 30, 2025	BARCLAYS PLC	0.16%	121.13K	8.64M	-42.53K	-25.99%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.18%	138.22K	9.86M	-1.75K	-1.25%
Sep 30, 2025	FMR LLC	0.19%	141.26K	10.07M	8.22K	+6.18%
Sep 30, 2025	PIER CAPITAL, LLC	0.19%	142.56K	10.17M	-7.52K	-5.01%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	143.8K	10.26M	8.9K	+6.60%
Sep 30, 2025	WINSLOW ASSET MANAGEMENT INC	0.22%	168.68K	12.03M	-1.87K	-1.10%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.26%	193.2K	13.78M	30.1K	+18.45%
Sep 30, 2025	INVESCO LTD.	0.28%	209.37K	14.93M	-243.15K	-53.73%
Sep 30, 2025	AZORA CAPITAL LP	0.3%	223.47K	15.94M	-526.89K	-70.22%
Sep 30, 2025	CAPITAL MANAGEMENT CORP /VA	0.3%	228.33K	16.28M	-17.82K	-7.24%
Sep 30, 2025	CRAMER ROSENTHAL MCGLYNN LLC	0.32%	240.8K	17.17M	45.46K	+23.27%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.75%	565.73K	40.35M	63.54K	+12.65%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	1.22%	918.88K	65.53M	135.45K	+17.29%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.22%	924.51K	65.94M	-15.29K	-1.63%
Sep 30, 2025	JPMORGAN CHASE & CO	1.27%	962.78K	68.67M	17.22K	+1.82%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.47%	1.11M	79.27M	70.86K	+6.81%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.63%	1.24M	88.15M	584.67K	+89.76%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.66%	1.26M	89.6M	196.03K	+18.49%
Sep 30, 2025	MADISON ASSET MANAGEMENT, LLC	1.7%	1.28M	91.59M	-11.02K	-0.85%
Sep 30, 2025	TIMUCUAN ASSET MANAGEMENT INC/FL	1.88%	1.42M	101.4M	-2.81K	-0.20%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.36%	1.79M	127.46M	-126.18K	-6.60%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.76%	2.08M	148.68M	31.56K	+1.54%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3%	2.27M	162.03M	-124.33K	-5.19%
Sep 30, 2025	STATE STREET CORP	3.82%	2.89M	205.84M	23.82K	+0.83%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.14%	3.13M	223.07M	47.66K	+1.55%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.72%	541.7K	38.63M	-119.9K	-18.12%
Sep 30, 2025	LORD, ABBETT & CO. LLC	0.92%	694.73K	49.55M	-209.53K	-23.17%
Sep 30, 2025	ROYAL BANK OF CANADA	0.93%	706.89K	50.41M	70.14K	+11.02%
Sep 30, 2025	CAPITAL WORLD INVESTORS	0.95%	719K	51.28M	0	0
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.99%	751.45K	53.59M	694.32K	+1,215.29%
Sep 30, 2025	HEARD CAPITAL LLC	1%	756.54K	53.96M	-163.7K	-17.79%
Sep 30, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.52%	396.8K	28.3M	-18.16K	-4.38%
Sep 30, 2025	MORGAN STANLEY	1.11%	837.25K	59.71M	119.79K	+16.70%
Sep 30, 2025	NORTHERN TRUST CORP	1.14%	862.18K	61.49M	-3.23K	-0.37%
Sep 30, 2025	JENNISON ASSOCIATES LLC	1.19%	898.06K	64.05M	226.63K	+33.75%
Sep 30, 2025	BLACKROCK, INC.	11.67%	8.82M	629.09M	31.68K	+0.36%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.52%	389.74K	27.8M	7.64K	+2.00%
Sep 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.54%	407.89K	29.09M	-22.66K	-5.26%
Sep 30, 2025	LONDON CO OF VIRGINIA	4.32%	3.27M	232.92M	-151.12K	-4.42%
Sep 30, 2025	WASATCH ADVISORS LP	4.37%	3.3M	235.65M	458.58K	+16.12%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	8.54%	6.46M	460.54M	-310.86K	-4.59%
Sep 30, 2025	VANGUARD GROUP INC	11.55%	8.73M	622.8M	-117.17K	-1.32%
Sep 30, 2025	RHUMBLINE ADVISERS	0.28%	210.8K	15.03M	-420	-0.20%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.28%	213K	15.19M	-1.3K	-0.61%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	0.32%	245.38K	17.5M	214.65K	+698.61%
Sep 30, 2025	DEUTSCHE BANK AG\	0.34%	259.44K	18.5M	-9.94K	-3.69%
Sep 30, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.36%	273.35K	19.5M	5.9K	+2.21%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.38%	289.37K	20.64M	36.43K	+14.40%
Sep 30, 2025	SEI INVESTMENTS CO	0.43%	325.46K	23.21M	19.49K	+6.37%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.47%	358.7K	25.58M	-9.34K	-2.54%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.49%	369.44K	26.35M	-202.7K	-35.43%
Sep 30, 2025	UBS GROUP AG	0.9%	681.67K	48.62M	227.23K	+50.00%
Sep 30, 2025	AXIOM INVESTORS LLC /DE	0.41%	312.77K	22.31M	122.02K	+63.97%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	354.66K	23.69M	17.74K	+5.27%
Jun 30, 2025	CALLAN FAMILY OFFICE, LLC	0.11%	84.7K	5.28M	78.55K	+1,277.06%
Jun 30, 2025	BLACKROCK, INC.	11.62%	8.79M	547.73M	393.18K	+4.68%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.11%	79.55K	4.96M	-23.5K	-22.80%
Jun 30, 2025	ALGERT GLOBAL LLC	0.08%	62.69K	3.91M	-1.25K	-1.96%
Jun 30, 2025	ROYAL BANK OF CANADA	0.84%	636.75K	39.68M	172.11K	+37.04%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.83%	630.29K	39.28M	49.95K	+8.61%
Jun 30, 2025		0.42%	317.24K	19.77M	-17.95K	-5.35%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.24%	939.81K	58.57M	-20.1K	-2.09%
Jun 30, 2025	LORD, ABBETT & CO. LLC	1.2%	904.26K	56.35M	259.32K	+40.21%
Jun 30, 2025	NORTHERN TRUST CORP	1.14%	865.41K	53.93M	6.44K	+0.75%
Jun 30, 2025	NUVEEN, LLC	0.42%	317.24K	19.77M	-17.95K	-5.35%
Jun 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.57%	430.55K	26.83M	-1.51K	-0.35%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.22%	163.1K	10.16M	94.7K	+138.45%
Jun 30, 2025	INVESCO LTD.	0.6%	452.52K	28.2M	132.42K	+41.37%
Jun 30, 2025	UBS GROUP AG	0.6%	454.44K	28.32M	-51.65K	-10.20%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.86%	651.33K	40.59M	11.76K	+1.84%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.87%	661.59K	41.23M	609.16K	+1,161.81%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.33%	252.94K	15.76M	29.12K	+13.01%
Jun 30, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.35%	267.45K	16.67M	-33.77K	-11.21%
Jun 30, 2025	DEUTSCHE BANK AG\	0.36%	269.38K	16.79M	-24.03K	-8.19%
Jun 30, 2025	JENNISON ASSOCIATES LLC	0.89%	671.43K	41.84M	186.19K	+38.37%
Jun 30, 2025	MORGAN STANLEY	0.95%	717.46K	44.71M	37.74K	+5.55%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.12%	91.21K	5.68B	5.87K	+6.87%
Jun 30, 2025	JPMORGAN CHASE & CO	1.25%	945.56K	58.93M	-327.09K	-25.70%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.38%	1.04M	64.85M	396.02K	+61.44%
Jun 30, 2025	SEI INVESTMENTS CO	0.4%	305.96K	19.07M	15.72K	+5.41%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.4%	1.06M	66.08M	101.39K	+10.57%
Jun 30, 2025	HEARD CAPITAL LLC	1.22%	920.24K	57.35M	-5K	-0.54%
Jun 30, 2025	MADISON ASSET MANAGEMENT, LLC	1.71%	1.3M	80.72M	31.08K	+2.46%
Jun 30, 2025	VANGUARD GROUP INC	11.7%	8.85M	551.51M	543.92K	+6.55%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.33%	250.71K	15.62M	81.43K	+48.11%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.45%	336.92K	22.17M	83.26K	+32.82%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	8.95%	6.77M	421.8M	-151.93K	-2.20%
Jun 30, 2025	LONDON CO OF VIRGINIA	4.52%	3.42M	212.95M	-126.21K	-3.56%
Jun 30, 2025	WASATCH ADVISORS LP	3.76%	2.85M	177.34M	112.28K	+4.11%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.46%	350.25K	21.83M	-3.22K	-0.91%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.37%	281.28K	17.53M	-158.95K	-36.11%
Jun 30, 2025	CAPITAL MANAGEMENT CORP /VA	0.33%	246.15K	15.34M	36.5K	+17.41%
Jun 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.2%	150.83K	9.4M	150.83K	+100.00%
Jun 30, 2025	PIER CAPITAL, LLC	0.2%	150.08K	9.35M	-7.6K	-4.82%
Jun 30, 2025	FMR LLC	0.18%	133.03K	8.29B	-14.23K	-9.66%
Jun 30, 2025	DIVERSIFY WEALTH MANAGEMENT, LLC	0.12%	89.19K	6.56M	12.89K	+16.90%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.12%	87.3K	5.44M	37.57K	+75.56%
Jun 30, 2025	EFG ASSET MANAGEMENT (NORTH AMERICA) CORP.	0.11%	80.47K	5.01M	8.28K	+11.47%
Jun 30, 2025	POINT72 (DIFC) LTD	0.08%	63.4K	3.95M	63.4K	+100.00%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.49%	368.03K	22.94M	15.57K	+4.42%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.51%	382.1K	23.81M	24.31K	+6.79%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.53%	402.21K	25.07M	-23.52K	-5.52%
Jun 30, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.55%	414.96K	25.86M	-10.82K	-2.54%
Jun 30, 2025	EMERALD ADVISERS, LLC	0.61%	458.01K	28.54M	31.54K	+7.40%
Jun 30, 2025	NORGES BANK	0.66%	501.42K	31.25M	501.42K	+100.00%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.66%	502.19K	31.3M	159.09K	+46.37%
Jun 30, 2025	BAMCO INC /NY/	0.7%	527.19K	32.85M	0	0
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.76%	572.14K	35.66M	78.78K	+15.97%
Jun 30, 2025	CAPITAL WORLD INVESTORS	0.95%	719K	44.81M	0	0
Jun 30, 2025	AZORA CAPITAL LP	0.99%	750.36K	46.76M	750.36K	+100.00%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	1.04%	783.43K	48.82M	168.26K	+27.35%
Jun 30, 2025	CITADEL ADVISORS LLC	1.76%	1.33M	82.78M	226.06K	+20.51%
Jun 30, 2025	TIMUCUAN ASSET MANAGEMENT INC/FL	1.88%	1.42M	88.78M	7.47K	+0.53%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.28%	209.59K	13.06B	16.12K	+8.33%
Jun 30, 2025	CRAMER ROSENTHAL MCGLYNN LLC	0.26%	195.34K	12.17M	80.44K	+70.01%
Jun 30, 2025	AXIOM INVESTORS LLC /DE	0.25%	190.75K	11.89M	42.62K	+28.77%
Jun 30, 2025	WINSLOW ASSET MANAGEMENT INC	0.23%	170.55K	10.63M	1.59K	+0.94%
Jun 30, 2025	HUDSON BAY CAPITAL MANAGEMENT LP	0.17%	126.16K	7.86M	126.16K	+100.00%
Jun 30, 2025	REGIONS FINANCIAL CORP	0.13%	98.54K	6.14M	1.78K	+1.84%
Jun 30, 2025	ROYCE & ASSOCIATES LP	0.12%	93.87K	5.85M	13.26K	+16.45%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	2.53%	1.91M	119.24M	-443.6K	-18.82%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.71%	2.05M	127.95M	424.14K	+26.04%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	3.17%	2.4M	149.33M	135.89K	+6.01%
Jun 30, 2025	STATE STREET CORP	3.79%	2.86M	178.38M	89.14K	+3.21%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.07%	3.08M	191.95M	137.82K	+4.68%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	69.16K	4.31B	209	+0.30%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.09%	69.23K	4.31M	44.84K	+183.91%
Jun 30, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.09%	70.08K	4.37M	32.4K	+85.97%
Jun 30, 2025	PALISADES INVESTMENT PARTNERS, LLC	0.1%	76K	4.74M	-728	-0.95%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.1%	76.91K	4.8M	262	+0.34%
Jun 30, 2025	INTERVAL PARTNERS, LP	0.13%	97.03K	6.05M	97.03K	+100.00%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.09%	67.5K	4.21M	9.98K	+17.35%
Jun 30, 2025	MARSHALL WACE, LLP	0.09%	67.02K	4.18M	51.48K	+331.21%
Jun 30, 2025	MAN GROUP PLC	0.08%	59.45K	3.71M	-81.99K	-57.97%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.07%	51.62K	3.22M	-44.69K	-46.40%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.07%	50.74K	3.16M	7.91K	+18.47%
Jun 30, 2025	BLUE ZONE WEALTH ADVISORS, LLC	0.11%	80.28K	5M	13.38K	+20.01%
Mar 31, 2025	CAPITAL WORLD INVESTORS	0.97%	719K	41.96M	0	0
Mar 31, 2025	WASATCH ADVISORS LP	3.7%	2.73M	159.52M	100.79K	+3.83%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.48%	353.47K	20.63M	132.7K	+60.11%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	3.19%	2.36M	137.55M	579.53K	+32.61%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.3%	958.9K	55.96M	83.03K	+9.48%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.48%	357.79K	20.88M	4.92K	+1.39%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	3.06%	2.26M	131.91M	95.11K	+4.39%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.2%	1.63M	95.07M	42.92K	+2.71%
Mar 31, 2025	TIMUCUAN ASSET MANAGEMENT INC/FL	1.92%	1.42M	82.7M	-581.45K	-29.09%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.83%	615.17K	35.9M	20.7K	+3.48%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.79%	580.34K	33.87M	-36.26K	-5.88%
Mar 31, 2025	BAMCO INC /NY/	0.71%	527.19K	30.77M	0	0
Mar 31, 2025	UBS GROUP AG	0.69%	506.08K	29.53M	197.76K	+64.14%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.48%	352.47K	20.57M	8K	+2.32%
Mar 31, 2025		0.45%	335.19K	19.56M	335.19K	+100.00%
Mar 31, 2025	INVESCO LTD.	0.43%	320.1K	18.68M	-25.14K	-7.28%
Mar 31, 2025	DEUTSCHE BANK AG\	0.4%	293.41K	17.12M	37.96K	+14.86%
Mar 31, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.58%	425.78K	24.85M	-14K	-3.18%
Mar 31, 2025	SEI INVESTMENTS CO	0.39%	290.25K	16.94M	14.58K	+5.29%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.67%	493.36K	28.79M	346.92K	+236.90%
Mar 31, 2025	JENNISON ASSOCIATES LLC	0.66%	485.24K	28.32M	398.13K	+457.05%
Mar 31, 2025	BLACKROCK, INC.	11.37%	8.4M	489.98M	-10.19K	-0.12%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	9.37%	6.92M	403.86M	-177.14K	-2.50%
Mar 31, 2025	LONDON CO OF VIRGINIA	4.8%	3.54M	206.78M	-125.62K	-3.42%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.98%	2.94M	171.71M	2.01M	+214.50%
Mar 31, 2025	STATE STREET CORP	3.75%	2.77M	161.84M	-85.65K	-3.00%
Mar 31, 2025	HEARD CAPITAL LLC	1.25%	925.24K	54M	83.27K	+9.89%
Mar 31, 2025	NORTHERN TRUST CORP	1.16%	858.97K	50.13M	-1.16K	-0.13%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.87%	639.57K	37.33M	-11.62K	-1.78%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.63%	465.68K	27.18M	352.49K	+311.42%
Mar 31, 2025	ROYAL BANK OF CANADA	0.63%	464.63K	27.12M	22.66K	+5.13%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.6%	440.23K	25.69M	388.08K	+744.21%
Mar 31, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.58%	432.06K	25.22M	2.72K	+0.63%
Mar 31, 2025	EMERALD ADVISERS, LLC	0.58%	426.47K	24.89M	-528	-0.12%
Mar 31, 2025	JANE STREET GROUP, LLC	0.39%	288.23K	16.82M	280.9K	+3,830.04%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.34%	253.66K	14.8M	99.32K	+64.35%
Mar 31, 2025	VANGUARD GROUP INC	11.24%	8.31M	484.72M	158.37K	+1.94%
Mar 31, 2025	JPMORGAN CHASE & CO	1.72%	1.27M	74.27M	119.75K	+10.39%
Mar 31, 2025	MADISON ASSET MANAGEMENT, LLC	1.71%	1.26M	73.78M	99.31K	+8.53%
Mar 31, 2025	CITADEL ADVISORS LLC	1.49%	1.1M	64.33M	-202.59K	-15.53%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.3%	959.91K	56.02M	-572	-0.06%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.58%	425.73K	24.85M	48.7K	+12.92%
Mar 31, 2025	MORGAN STANLEY	0.92%	679.72K	39.67M	12.39K	+1.86%
Mar 31, 2025	LORD, ABBETT & CO. LLC	0.87%	644.94K	37.64M	-249.27K	-27.88%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.87%	644.58K	37.62M	-62.65K	-8.86%
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.46%	343.1K	20.02M	19.15K	+5.91%
Mar 31, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.41%	301.22K	17.58M	0	0
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.4%	295.92K	17.27M	177.96K	+150.88%
Mar 31, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.33%	247K	14.41M	79K	+47.02%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.3%	223.82K	13.06M	47.98K	+27.28%
Mar 31, 2024	NORTHERN TRUST CORP	1.32%	906.79K	51.48M	-14.91K	-1.62%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.26%	176.31K	10.01M	30.3K	+20.75%
Mar 31, 2024	WINSLOW ASSET MANAGEMENT INC	0.26%	176.81K	10.04M	1.85K	+1.06%
Mar 31, 2024	DEUTSCHE BANK AG\	0.26%	177.82K	10.09M	1.47K	+0.83%
Mar 31, 2024	CAPITAL MANAGEMENT CORP /VA	0.28%	190.33K	10.81M	-28.2K	-12.90%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.28%	195.16K	11.08M	3.76K	+1.96%
Mar 31, 2024	RHUMBLINE ADVISERS	0.29%	197.82K	11.23M	-1.17K	-0.59%
Mar 31, 2024	NO STREET GP LP	0.29%	200K	11.35M	200K	+100.00%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.3%	205.89K	11.69M	183	+0.09%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.34%	231.09K	13.12M	47.86K	+26.12%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.35%	236.96K	13.45M	5.73K	+2.48%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.37%	253.66K	14.4M	107.21K	+73.21%
Mar 31, 2024	SEI INVESTMENTS CO	0.38%	258.7K	14.69M	51.69K	+24.97%
Mar 31, 2024	CITADEL ADVISORS LLC	0.38%	262.22K	14.89M	262.22K	+100.00%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.39%	264.62K	15.02M	264.62K	+100.00%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.51%	346.91K	19.69M	-449.85K	-56.46%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.53%	363.67K	20.65M	-4.31K	-1.17%
Mar 31, 2024	EMERALD MUTUAL FUND ADVISERS TRUST	0.56%	380.71K	21.61M	0	0
Mar 31, 2024	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.64%	435.38K	24.72M	-6.21K	-1.41%
Mar 31, 2024	EMERALD ADVISERS, LLC	0.66%	452.83K	25.71M	1.78K	+0.40%
Mar 31, 2024	CRAMER ROSENTHAL MCGLYNN LLC	0.67%	461.27K	26.19M	-61.13K	-11.70%
Mar 31, 2024	ROYAL BANK OF CANADA	0.76%	519.69K	29.5M	34.3K	+7.07%
Mar 31, 2024	BAMCO INC /NY/	0.8%	547.75K	31.1M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.8%	549.73K	31.21M	39.42K	+7.73%
Mar 31, 2024	MORGAN STANLEY	0.93%	638.48K	36.25M	-75.79K	-10.61%
Mar 31, 2024	CAPITAL WORLD INVESTORS	1.05%	719K	40.82M	0	0
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.06%	726.01K	41.22M	-28.2K	-3.74%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.23%	843.38K	47.88M	28.81K	+3.54%
Mar 31, 2024	HSBC HOLDINGS PLC	0.26%	175.28K	9.95M	70.79K	+67.74%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	1.44%	983.68K	55.84M	-151.52K	-13.35%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.48%	1.02M	57.68M	-107.86K	-9.60%
Mar 31, 2024	ARTISAN PARTNERS LIMITED PARTNERSHIP	1.57%	1.08M	61.13M	-2.33K	-0.22%
Mar 31, 2024	JPMORGAN CHASE & CO	1.86%	1.27M	72.36M	126.75K	+11.04%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	2.43%	1.66M	94.52M	-452.4K	-21.37%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	4.7%	3.22M	182.93M	-152.02K	-4.51%
Mar 31, 2024	LONDON CO OF VIRGINIA	5.23%	3.58M	203.27M	112.41K	+3.24%
Mar 31, 2024	BARCLAYS PLC	0.46%	315.63K	17.92M	138.94K	+78.64%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.58%	1.08M	61.3M	2.27K	+0.21%
Mar 31, 2024	WESTWOOD HOLDINGS GROUP INC	1.62%	1.11M	63M	-12.73K	-1.13%
Mar 31, 2024	LORD, ABBETT & CO. LLC	1.63%	1.12M	63.48M	55.4K	+5.21%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.12%	1.45M	82.51M	44.21K	+3.14%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	2.25%	1.54M	87.39M	430.97K	+38.88%
Mar 31, 2024	MADISON ASSET MANAGEMENT, LLC	2.34%	1.6M	91.04M	203.96K	+14.57%
Mar 31, 2024	STATE STREET CORP	3.83%	2.62M	148.95M	63.11K	+2.46%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.11%	78.35K	4.45M	-163.38K	-67.59%
Mar 31, 2024	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.12%	79.28K	4.5M	-17.29K	-17.91%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	89.17K	5.06M	89.17K	+100.00%
Mar 31, 2024	JENNISON ASSOCIATES LLC	0.14%	93.08K	5.28M	-157	-0.17%
Mar 31, 2024	INVESCO LTD.	0.15%	100.24K	5.69M	-86.69K	-46.38%
Mar 31, 2024	REGIONS FINANCIAL CORP	0.15%	101.77K	5.78M	-2.75K	-2.63%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.15%	105.65K	6M	8.6K	+8.86%
Mar 31, 2024	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.16%	109.28K	6.2M	109.28K	+100.00%
Mar 31, 2024	SWISS NATIONAL BANK	0.19%	131.6K	7.47M	400	+0.30%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.2%	136.65K	7.76M	-1.7K	-1.23%
Mar 31, 2024	FMR LLC	0.2%	140.34K	7.97M	16.4K	+13.24%
Mar 31, 2024	UBS GROUP AG	0.23%	160.36K	9.1M	16.65K	+11.59%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.25%	174.61K	9.91B	-4.26K	-2.38%
Mar 31, 2024	HEARD CAPITAL LLC	3.09%	2.12M	120.18M	258.88K	+13.93%
Mar 31, 2024	TIMUCUAN ASSET MANAGEMENT INC/FL	4.42%	3.03M	171.88M	50.4K	+1.69%
Mar 31, 2024	WASATCH ADVISORS LP	4.99%	3.42M	194.02M	159.8K	+4.91%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	10.43%	7.14M	405.5M	60.97K	+0.86%
Mar 31, 2024	VANGUARD GROUP INC	11.34%	7.77M	441.1M	-2.7K	-0.03%
Mar 31, 2024	BLACKROCK INC.	11.65%	7.98M	452.9M	-24.81K	-0.31%
Dec 31, 2023	AZORA CAPITAL LP	0.27%	188.86K	10.6M	188.86K	+100.00%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.28%	191.4K	10.74M	2.21K	+1.17%
Dec 31, 2023	RHUMBLINE ADVISERS	0.29%	198.99K	11.17M	-3.88K	-1.91%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.3%	205.71K	11.55M	35.18K	+20.63%
Dec 31, 2023	SEI INVESTMENTS CO	0.3%	207.01K	11.62M	-20.62K	-9.06%
Dec 31, 2023	CAPITAL MANAGEMENT CORP /VA	0.32%	218.53K	12.27M	-12.41K	-5.37%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.34%	231.23K	12.98M	20.19K	+9.57%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.35%	241.73K	13.57M	-16.51K	-6.39%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.54%	367.98K	20.65M	-12.04K	-3.17%
Dec 31, 2023	EMERALD MUTUAL FUND ADVISERS TRUST	0.55%	380.71K	21.37M	0	0
Dec 31, 2023	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.64%	441.59K	24.79M	-7.55K	-1.68%
Dec 31, 2023	EMERALD ADVISERS, LLC	0.66%	451.04K	25.32M	-7.26K	-1.58%
Dec 31, 2023	ROYAL BANK OF CANADA	0.71%	485.39K	27.25M	115.09K	+31.08%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.74%	510.31K	28.64M	17.71K	+3.60%
Dec 31, 2023	CRAMER ROSENTHAL MCGLYNN LLC	0.76%	522.4K	29.32M	87.92K	+20.23%
Dec 31, 2023	BAMCO INC /NY/	0.8%	547.75K	30.75M	-2.41K	-0.44%
Dec 31, 2023	MORGAN STANLEY	1.04%	714.26K	40.09M	123.71K	+20.95%
Dec 31, 2023	CAPITAL WORLD INVESTORS	1.05%	719K	40.36M	0	0
Dec 31, 2023	NORGES BANK	1.08%	743.27K	41.72M	743.27K	+100.00%
Dec 31, 2023	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	1.09%	752.62K	42.24M	136.24K	+22.10%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.1%	754.21K	42.33M	-180.44K	-19.31%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	1.16%	796.76K	44.72M	3.55K	+0.45%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.18%	814.57K	45.72M	21.84K	+2.75%
Dec 31, 2023	NORTHERN TRUST CORP	1.34%	921.7K	51.73M	-6.01K	-0.65%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.57%	1.08M	60.48M	-12.87K	-1.18%
Dec 31, 2023	ARTISAN PARTNERS LIMITED PARTNERSHIP	1.57%	1.08M	60.57M	-39.96K	-3.57%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.61%	1.11M	62.22M	39.61K	+3.71%
Dec 31, 2023	WESTWOOD HOLDINGS GROUP INC	1.63%	1.12M	63M	-178.12K	-13.70%
Dec 31, 2023	WASATCH ADVISORS LP	4.74%	3.26M	182.86M	-192.33K	-5.57%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	4.91%	3.37M	189.4M	334.62K	+11.01%
Dec 31, 2023	LONDON CO OF VIRGINIA	5.04%	3.47M	194.67M	50.11K	+1.47%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	10.3%	7.08M	397.51M	-197.32K	-2.71%
Dec 31, 2023	VANGUARD GROUP INC	11.31%	7.77M	436.28M	-14.84K	-0.19%
Dec 31, 2023	BLACKROCK INC.	11.64%	8M	449.19M	211.32K	+2.71%
Dec 31, 2023	LORD, ABBETT & CO. LLC	1.55%	1.06M	59.66M	-152.63K	-12.56%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.63%	1.12M	63.09M	-75.23K	-6.27%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	1.65%	1.14M	63.74M	24K	+2.16%
Dec 31, 2023	JPMORGAN CHASE & CO	1.67%	1.15M	64.43M	-326.26K	-22.13%
Dec 31, 2023	MADISON ASSET MANAGEMENT, LLC	2.04%	1.4M	78.56M	60.46K	+4.51%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.05%	1.41M	79.1M	68.86K	+5.14%
Dec 31, 2023	HEARD CAPITAL LLC	2.7%	1.86M	104.3M	-5.85K	-0.31%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	3.08%	2.12M	118.85M	-121.34K	-5.42%
Dec 31, 2023	STATE STREET CORP	3.72%	2.56M	143.73M	61.22K	+2.45%
Dec 31, 2023	TIMUCUAN ASSET MANAGEMENT INC/FL	4.33%	2.98M	167.11M	-73.47K	-2.41%
Dec 31, 2023	WINSLOW ASSET MANAGEMENT INC	0.25%	174.96K	9.82M	2.59K	+1.50%
Dec 31, 2023	DEUTSCHE BANK AG\	0.26%	176.35K	9.9M	25	+0.01%
Dec 31, 2023	BARCLAYS PLC	0.26%	176.69K	9.92M	-117.32K	-39.90%
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.26%	178.87K	10.04M	-100.38K	-35.95%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.27%	183.23K	10.28M	21.53K	+13.32%
Dec 31, 2023	INVESCO LTD.	0.27%	186.92K	10.49M	-93.85K	-33.42%

Insiders

Among the MC insiders holding of 1.07% of the stake in company, CANTOR ERIC, Vice Chairman, MD, holds the largest shares of 218.81K. MOELIS KENNETH, Chairman, CEO, is the second largest MC insider with ownership of 209.24K shares. MAHMOODZADEGAN NAVID, Co-President, MD, stands third with possession of 197.6K shares of that stake.

Insiders	Designation	Shares Held
CANTOR ERIC	Vice Chairman, MD	218.81K
MOELIS KENNETH	Chairman, CEO	209.24K
MAHMOODZADEGAN NAVID	Co-President, MD	197.6K
RAICH JEFFREY	Co-President, MD	54.79K
LUBLIN SCOTT	EVP and CLO	39.23K
SIMON JOSEPH	Chief Financial Officer	22.83K
GUTMAN HARVEY		11.64K
SHROPSHIRE KENNETH	director	7.11K
PILCHER CIAFONE KATHERINE	Chief Operating Officer	3.93K
CALLESANO CHRISTOPHER	Principal Accounting Officer	1.23K
PATENT ROBERT C		1K
WATANABE OSAMU R.	General Counsel, Secretary	131
CRAIN ELIZABETH	Chief Operating Officer	0
RAMIREZ MARIA F		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 22, 2025	SHROPSHIRE KENNETH	SALE	72.52	2.62K	189.64K	7.11K
Jul 25, 2025	WATANABE OSAMU R.	SALE	72.64	6.34K	460.54K	131
Feb 21, 2025	SHROPSHIRE KENNETH	SALE	72.30	2.55K	184.44K	6.94K
Feb 19, 2025	SIMON JOSEPH	SALE	74.00	5.76K	426.09K	22.83K
Feb 19, 2025	PILCHER CIAFONE KATHERINE	SALE	74.00	3.52K	260.11K	3.93K
Feb 19, 2025	CANTOR ERIC	SALE	74.00	16.53K	1.22M	218.81K
Feb 19, 2025	MAHMOODZADEGAN NAVID	SALE	74.00	9.41K	696.04K	197.6K
Feb 19, 2025	WATANABE OSAMU R.	SALE	74.00	5.66K	418.91K	6.47K
Feb 19, 2025	RAICH JEFFREY	SALE	74.00	8.72K	645.43K	54.79K
Feb 19, 2025	CALLESANO CHRISTOPHER	SALE	74.00	1.28K	94.87K	1.23K
Feb 19, 2025	MOELIS KENNETH	SALE	74.00	9.71K	718.69K	209.24K
Nov 07, 2024	CALLESANO CHRISTOPHER	SALE	80.00	885	70.8K	0
Jul 31, 2024	SHROPSHIRE KENNETH	SALE	69.29	495	34.3K	9.37K
Jul 31, 2024	MOELIS KENNETH	SALE	69.16	6.49K	449.13K	0
Jul 30, 2024	MOELIS KENNETH	SALE	68.87	5.31K	365.56K	86
Jul 30, 2024	PILCHER CIAFONE KATHERINE	SALE	68.88	3.67K	252.51K	0
Jul 25, 2024	SIMON JOSEPH	SALE	64.00	6.72K	430.27K	0
May 13, 2024	MAHMOODZADEGAN NAVID	SALE	54.92	44.98K	2.47M	0
May 10, 2024	MOELIS KENNETH	SALE	54.11	37.1K	2.01M	5.34K
May 09, 2024	MOELIS KENNETH	SALE	53.98	40K	2.16M	42.44K
Mar 01, 2024	MOELIS KENNETH	SALE	54.08	4K	216.32K	82.44K
Mar 01, 2024	MAHMOODZADEGAN NAVID	SALE	53.88	19.48K	1.05M	44.98K
Feb 29, 2024	RAICH JEFFREY	SALE	54.23	44.71K	2.42M	0
Feb 29, 2024	MAHMOODZADEGAN NAVID	SALE	54.11	50.77K	2.75M	64.46K
Feb 29, 2024	SIMON JOSEPH	SALE	54.13	8.57K	464.06K	0
Feb 29, 2024	MOELIS KENNETH	SALE	54.11	75K	4.06M	86.44K
Feb 23, 2024	RAICH JEFFREY	SALE	54.62	45.09K	2.46M	44.71K
Feb 23, 2024	WATANABE OSAMU R.	SALE	54.38	5.87K	319.16K	131
Feb 23, 2024	MOELIS KENNETH	SALE	55.00	400	22K	161.44K
Feb 22, 2024	MAHMOODZADEGAN NAVID	SALE	54.92	10.4K	571.28K	115.24K
Feb 21, 2024	MAHMOODZADEGAN NAVID	SALE	54.68	20.31K	1.11M	33.91K
Feb 21, 2024	RAICH JEFFREY	SALE	52.60	39.78K	2.09M	89.8K
Feb 21, 2024	PILCHER CIAFONE KATHERINE	SALE	52.60	4.8K	252.37K	3.67K
Feb 21, 2024	CANTOR ERIC	SALE	52.60	17.86K	939.28K	195.86K
Feb 21, 2024	SIMON JOSEPH	SALE	52.60	8.15K	428.64K	8.57K
Feb 21, 2024	WATANABE OSAMU R.	SALE	52.60	7.69K	404.23K	6K
Feb 21, 2024	MOELIS KENNETH	SALE	52.60	128.28K	6.75M	161.81K
Feb 21, 2024	CALLESANO CHRISTOPHER	SALE	52.60	1.14K	60.17K	885
Feb 20, 2024	MAHMOODZADEGAN NAVID	SALE	55.29	25.64K	1.42M	54.22K
Feb 16, 2024	MAHMOODZADEGAN NAVID	SALE	55.82	20K	1.12M	79.86K
Feb 09, 2024	SIMON JOSEPH	SALE	54.50	3.5K	190.75K	0
Feb 08, 2024	CALLESANO CHRISTOPHER	SALE	53.59	1.04K	55.73K	0
Nov 13, 2023	MOELIS KENNETH	SALE	41.66	19.68K	819.66K	5.31K
Nov 10, 2023	MOELIS KENNETH	SALE	41.57	50K	2.08M	24.98K
Nov 09, 2023	MOELIS KENNETH	SALE	42.20	23.39K	986.97K	74.98K
Aug 10, 2023	SHROPSHIRE KENNETH	SALE	48.09	1.42K	68.14K	7.16K
Aug 02, 2023	CRAIN ELIZABETH	SALE	48.06	5.59K	268.56K	0
Jul 31, 2023	CRAIN ELIZABETH	SALE	48.10	5.59K	268.78K	5.59K
Mar 03, 2023	MAHMOODZADEGAN NAVID	SALE	43.05	23.32K	1M	99.86K
Mar 01, 2023	MAHMOODZADEGAN NAVID	SALE	43.13	54.01K	2.33M	123.18K
Feb 28, 2023	MAHMOODZADEGAN NAVID	SALE	43.22	52.21K	2.26M	177.19K
Feb 27, 2023	WATANABE OSAMU R.	SALE	42.99	6.13K	263.53K	131
Feb 22, 2023	MAHMOODZADEGAN NAVID	SALE	42.06	68.56K	2.88M	229.4K
Feb 22, 2023	CRAIN ELIZABETH	SALE	42.06	10.42K	438.22K	11.18K
Feb 22, 2023	MOELIS KENNETH	SALE	42.06	45.51K	1.91M	98.29K
Feb 22, 2023	WATANABE OSAMU R.	SALE	42.06	5.72K	240.41K	6.26K
Feb 22, 2023	RAICH JEFFREY	SALE	42.06	36.59K	1.54M	44.71K
Feb 13, 2023	RAICH JEFFREY	SALE	45.08	17.18K	774.61K	0
Feb 13, 2023	CALLESANO CHRISTOPHER	SALE	46.92	1.16K	54.19K	0
Feb 10, 2023	RAICH JEFFREY	SALE	44.54	18.07K	805.02K	17.18K
Feb 09, 2023	RAICH JEFFREY	SALE	45.30	42.64K	1.93M	55.26K
Jan 31, 2023	MOELIS KENNETH	SALE	46.12	44.68K	2.06M	0
Jan 30, 2023	MOELIS KENNETH	SALE	46.12	60.09K	2.77M	44.68K
Jan 27, 2023	MOELIS KENNETH	SALE	46.18	73.98K	3.42M	104.77K
Jan 24, 2023	MOELIS KENNETH	SALE	46.02	2.37K	108.98K	178.75K
Jan 23, 2023	MOELIS KENNETH	SALE	46.03	12.31K	566.63K	181.11K
Nov 16, 2022	MOELIS KENNETH	SALE	45.55	10.25K	467.02K	193.42K
Nov 15, 2022	MOELIS KENNETH	SALE	46.74	100K	4.67M	203.68K
Nov 14, 2022	SIMON JOSEPH	SALE	45.74	5.98K	273.34K	0
Nov 14, 2022	MOELIS KENNETH	SALE	46.06	32.92K	1.52M	49.83K
May 31, 2022	CRAIN ELIZABETH	SALE	47.08	7K	329.56K	0
May 25, 2022	CRAIN ELIZABETH	SALE	44.61	7.12K	317.44K	7K
May 13, 2022	GUTMAN HARVEY	PURCHASE	75.51	1K	75.51K	11.64K
May 13, 2022	PATENT ROBERT C	PURCHASE	80.00	319	25.52K	1K
May 12, 2022	RAMIREZ MARIA F	SALE	73.70	1K	73.7K	0
Mar 14, 2022	LUBLIN SCOTT	SALE	105.58	1K	105.58K	39.23K
Feb 25, 2022	WATANABE OSAMU R.	SALE	48.63	7.48K	363.9K	131
Feb 22, 2022	RAICH JEFFREY	SALE	47.12	33.76K	1.59M	97.89K
Feb 22, 2022	MAHMOODZADEGAN NAVID	SALE	47.12	53.52K	2.52M	145.8K
Feb 22, 2022	MOELIS KENNETH	SALE	47.12	34.37K	1.62M	132.72K
Feb 22, 2022	CRAIN ELIZABETH	SALE	47.12	11.76K	553.99K	14.12K
Feb 22, 2022	WATANABE OSAMU R.	SALE	47.12	6.23K	293.65K	7.61K
Oct 28, 2021	SHROPSHIRE KENNETH	SALE	71.71	2.14K	153.6K	5.24K
Apr 28, 2021	MOELIS KENNETH	SALE	57.04	10.47K	596.98K	303.68K
Apr 27, 2021	MOELIS KENNETH	SALE	57.06	28.56K	1.63M	314.14K
Apr 26, 2021	MOELIS KENNETH	SALE	57.03	1.4K	79.9K	342.7K
Apr 23, 2021	MOELIS KENNETH	SALE	57.11	18.18K	1.04M	344.1K
Apr 07, 2021	MOELIS KENNETH	SALE	57.12	800	45.7K	362.29K
Apr 06, 2021	MOELIS KENNETH	SALE	57.50	32.76K	1.88M	363.09K
Apr 05, 2021	MOELIS KENNETH	SALE	56.56	60K	3.39M	395.85K
Apr 01, 2021	MOELIS KENNETH	SALE	56.07	17.82K	998.89K	455.85K
Mar 30, 2021	MOELIS KENNETH	SALE	56.05	6.82K	382.04K	473.66K
Mar 29, 2021	MOELIS KENNETH	SALE	56.00	3.5K	196K	480.48K
Mar 26, 2021	MOELIS KENNETH	SALE	56.01	5.73K	320.83K	483.98K
Mar 24, 2021	MOELIS KENNETH	SALE	56.18	541	30.39K	489.71K
Mar 23, 2021	MOELIS KENNETH	SALE	56.00	5K	280K	490.25K
Mar 22, 2021	MOELIS KENNETH	SALE	56.10	4.75K	266.7K	495.25K
Mar 19, 2021	MOELIS KENNETH	SALE	56.64	60K	3.4M	500K
Mar 18, 2021	CRAIN ELIZABETH	SALE	58.00	6.69K	388.08K	0
Mar 18, 2021	MOELIS KENNETH	SALE	58.13	60K	3.49M	560K
Mar 17, 2021	MOELIS KENNETH	SALE	57.28	60K	3.44M	620K
Mar 17, 2021	CRAIN ELIZABETH	SALE	57.00	6.69K	381.44K	6.69K
Mar 16, 2021	MOELIS KENNETH	SALE	56.28	60K	3.38M	680K
Mar 15, 2021	CRAIN ELIZABETH	SALE	55.50	6.69K	371.41K	13.38K
Mar 15, 2021	MOELIS KENNETH	SALE	55.75	60K	3.35M	740K
Mar 01, 2021	MOELIS KENNETH	SALE	54.50	43.61K	2.38M	88.01K
Feb 24, 2021	WATANABE OSAMU R.	SALE	53.08	17.02K	903.42K	131
Feb 23, 2021	CALLESANO CHRISTOPHER	SALE	50.05	1.35K	67.37K	0
Feb 23, 2021	SIMON JOSEPH	SALE	53.00	13.19K	699.02K	0
Feb 19, 2021	MOELIS KENNETH	SALE	54.78	28.23K	1.55M	4.51K
Feb 18, 2021	MOELIS KENNETH	SALE	54.62	69.94K	3.82M	32.74K
Feb 16, 2021	MOELIS KENNETH	SALE	55.11	23.33K	1.29M	143.47K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES2.62K1

NET SHARES-2.62K1

SHARES HELD7.11K1

% NET SHARES-136.78%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares4.57

Short Percent Of Float5.88

Shares Outstanding74.18M

Shares Float73.43M

Shares Short3.39M

Short Ratio3.96

5.88%

Short % of Float

4.57%

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

1.07% Percentage of Shares held by All Insiders

104.33% Percentage of Shares held by All Institutions

105.46% Percentage of Float held by Institutions

490

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	NUVEEN, LLC	0.42%	315.54K	22.5M	-1.7K	-0.54%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.58%	437.15K	31.18M	34.93K	+8.68%
Sep 30, 2025	EMERALD ADVISERS, LLC	0.6%	451.5K	32.2M	-6.51K	-1.42%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.65%	491.47K	35.05M	141.22K	+40.32%
Sep 30, 2025	BAMCO INC /NY/	0.7%	525.78K	37.5M	-1.41K	-0.27%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.02%	772.4K	55.09M	142.11K	+22.55%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.12%	90.55K	6.46M	-2.58K	-2.77%
Sep 30, 2025	DIVERSIFY WEALTH MANAGEMENT, LLC	0.12%	93.76K	5.94M	4.58K	+5.13%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.13%	99.87K	7.12M	22.81K	+29.59%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.14%	106.66K	7.61M	57.28K	+116.00%
Sep 30, 2025	CITIGROUP INC	0.14%	107.81K	7.69M	-19.03K	-15.01%
Sep 30, 2025	EISLER CAPITAL MANAGEMENT LTD.	0.15%	110.09K	7.84M	110.09K	+100.00%
Sep 30, 2025	ROYCE & ASSOCIATES LP	0.15%	112.01K	7.99M	18.14K	+19.33%
Sep 30, 2025	BARCLAYS PLC	0.16%	121.13K	8.64M	-42.53K	-25.99%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.18%	138.22K	9.86M	-1.75K	-1.25%
Sep 30, 2025	FMR LLC	0.19%	141.26K	10.07M	8.22K	+6.18%
Sep 30, 2025	PIER CAPITAL, LLC	0.19%	142.56K	10.17M	-7.52K	-5.01%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	143.8K	10.26M	8.9K	+6.60%
Sep 30, 2025	WINSLOW ASSET MANAGEMENT INC	0.22%	168.68K	12.03M	-1.87K	-1.10%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.26%	193.2K	13.78M	30.1K	+18.45%
Sep 30, 2025	INVESCO LTD.	0.28%	209.37K	14.93M	-243.15K	-53.73%
Sep 30, 2025	AZORA CAPITAL LP	0.3%	223.47K	15.94M	-526.89K	-70.22%
Sep 30, 2025	CAPITAL MANAGEMENT CORP /VA	0.3%	228.33K	16.28M	-17.82K	-7.24%
Sep 30, 2025	CRAMER ROSENTHAL MCGLYNN LLC	0.32%	240.8K	17.17M	45.46K	+23.27%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.75%	565.73K	40.35M	63.54K	+12.65%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	1.22%	918.88K	65.53M	135.45K	+17.29%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.22%	924.51K	65.94M	-15.29K	-1.63%
Sep 30, 2025	JPMORGAN CHASE & CO	1.27%	962.78K	68.67M	17.22K	+1.82%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.47%	1.11M	79.27M	70.86K	+6.81%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.63%	1.24M	88.15M	584.67K	+89.76%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.66%	1.26M	89.6M	196.03K	+18.49%
Sep 30, 2025	MADISON ASSET MANAGEMENT, LLC	1.7%	1.28M	91.59M	-11.02K	-0.85%
Sep 30, 2025	TIMUCUAN ASSET MANAGEMENT INC/FL	1.88%	1.42M	101.4M	-2.81K	-0.20%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.36%	1.79M	127.46M	-126.18K	-6.60%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.76%	2.08M	148.68M	31.56K	+1.54%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3%	2.27M	162.03M	-124.33K	-5.19%
Sep 30, 2025	STATE STREET CORP	3.82%	2.89M	205.84M	23.82K	+0.83%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.14%	3.13M	223.07M	47.66K	+1.55%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.72%	541.7K	38.63M	-119.9K	-18.12%
Sep 30, 2025	LORD, ABBETT & CO. LLC	0.92%	694.73K	49.55M	-209.53K	-23.17%
Sep 30, 2025	ROYAL BANK OF CANADA	0.93%	706.89K	50.41M	70.14K	+11.02%
Sep 30, 2025	CAPITAL WORLD INVESTORS	0.95%	719K	51.28M	0	0
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.99%	751.45K	53.59M	694.32K	+1,215.29%
Sep 30, 2025	HEARD CAPITAL LLC	1%	756.54K	53.96M	-163.7K	-17.79%
Sep 30, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.52%	396.8K	28.3M	-18.16K	-4.38%
Sep 30, 2025	MORGAN STANLEY	1.11%	837.25K	59.71M	119.79K	+16.70%
Sep 30, 2025	NORTHERN TRUST CORP	1.14%	862.18K	61.49M	-3.23K	-0.37%
Sep 30, 2025	JENNISON ASSOCIATES LLC	1.19%	898.06K	64.05M	226.63K	+33.75%
Sep 30, 2025	BLACKROCK, INC.	11.67%	8.82M	629.09M	31.68K	+0.36%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.52%	389.74K	27.8M	7.64K	+2.00%
Sep 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.54%	407.89K	29.09M	-22.66K	-5.26%
Sep 30, 2025	LONDON CO OF VIRGINIA	4.32%	3.27M	232.92M	-151.12K	-4.42%
Sep 30, 2025	WASATCH ADVISORS LP	4.37%	3.3M	235.65M	458.58K	+16.12%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	8.54%	6.46M	460.54M	-310.86K	-4.59%
Sep 30, 2025	VANGUARD GROUP INC	11.55%	8.73M	622.8M	-117.17K	-1.32%
Sep 30, 2025	RHUMBLINE ADVISERS	0.28%	210.8K	15.03M	-420	-0.20%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.28%	213K	15.19M	-1.3K	-0.61%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	0.32%	245.38K	17.5M	214.65K	+698.61%
Sep 30, 2025	DEUTSCHE BANK AG\	0.34%	259.44K	18.5M	-9.94K	-3.69%
Sep 30, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.36%	273.35K	19.5M	5.9K	+2.21%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.38%	289.37K	20.64M	36.43K	+14.40%
Sep 30, 2025	SEI INVESTMENTS CO	0.43%	325.46K	23.21M	19.49K	+6.37%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.47%	358.7K	25.58M	-9.34K	-2.54%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.49%	369.44K	26.35M	-202.7K	-35.43%
Sep 30, 2025	UBS GROUP AG	0.9%	681.67K	48.62M	227.23K	+50.00%
Sep 30, 2025	AXIOM INVESTORS LLC /DE	0.41%	312.77K	22.31M	122.02K	+63.97%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	354.66K	23.69M	17.74K	+5.27%
Jun 30, 2025	CALLAN FAMILY OFFICE, LLC	0.11%	84.7K	5.28M	78.55K	+1,277.06%
Jun 30, 2025	BLACKROCK, INC.	11.62%	8.79M	547.73M	393.18K	+4.68%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.11%	79.55K	4.96M	-23.5K	-22.80%
Jun 30, 2025	ALGERT GLOBAL LLC	0.08%	62.69K	3.91M	-1.25K	-1.96%
Jun 30, 2025	ROYAL BANK OF CANADA	0.84%	636.75K	39.68M	172.11K	+37.04%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.83%	630.29K	39.28M	49.95K	+8.61%
Jun 30, 2025		0.42%	317.24K	19.77M	-17.95K	-5.35%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.24%	939.81K	58.57M	-20.1K	-2.09%
Jun 30, 2025	LORD, ABBETT & CO. LLC	1.2%	904.26K	56.35M	259.32K	+40.21%
Jun 30, 2025	NORTHERN TRUST CORP	1.14%	865.41K	53.93M	6.44K	+0.75%
Jun 30, 2025	NUVEEN, LLC	0.42%	317.24K	19.77M	-17.95K	-5.35%
Jun 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.57%	430.55K	26.83M	-1.51K	-0.35%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.22%	163.1K	10.16M	94.7K	+138.45%
Jun 30, 2025	INVESCO LTD.	0.6%	452.52K	28.2M	132.42K	+41.37%
Jun 30, 2025	UBS GROUP AG	0.6%	454.44K	28.32M	-51.65K	-10.20%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.86%	651.33K	40.59M	11.76K	+1.84%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.87%	661.59K	41.23M	609.16K	+1,161.81%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.33%	252.94K	15.76M	29.12K	+13.01%
Jun 30, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.35%	267.45K	16.67M	-33.77K	-11.21%
Jun 30, 2025	DEUTSCHE BANK AG\	0.36%	269.38K	16.79M	-24.03K	-8.19%
Jun 30, 2025	JENNISON ASSOCIATES LLC	0.89%	671.43K	41.84M	186.19K	+38.37%
Jun 30, 2025	MORGAN STANLEY	0.95%	717.46K	44.71M	37.74K	+5.55%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.12%	91.21K	5.68B	5.87K	+6.87%
Jun 30, 2025	JPMORGAN CHASE & CO	1.25%	945.56K	58.93M	-327.09K	-25.70%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.38%	1.04M	64.85M	396.02K	+61.44%
Jun 30, 2025	SEI INVESTMENTS CO	0.4%	305.96K	19.07M	15.72K	+5.41%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.4%	1.06M	66.08M	101.39K	+10.57%
Jun 30, 2025	HEARD CAPITAL LLC	1.22%	920.24K	57.35M	-5K	-0.54%
Jun 30, 2025	MADISON ASSET MANAGEMENT, LLC	1.71%	1.3M	80.72M	31.08K	+2.46%
Jun 30, 2025	VANGUARD GROUP INC	11.7%	8.85M	551.51M	543.92K	+6.55%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.33%	250.71K	15.62M	81.43K	+48.11%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.45%	336.92K	22.17M	83.26K	+32.82%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	8.95%	6.77M	421.8M	-151.93K	-2.20%
Jun 30, 2025	LONDON CO OF VIRGINIA	4.52%	3.42M	212.95M	-126.21K	-3.56%
Jun 30, 2025	WASATCH ADVISORS LP	3.76%	2.85M	177.34M	112.28K	+4.11%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.46%	350.25K	21.83M	-3.22K	-0.91%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.37%	281.28K	17.53M	-158.95K	-36.11%
Jun 30, 2025	CAPITAL MANAGEMENT CORP /VA	0.33%	246.15K	15.34M	36.5K	+17.41%
Jun 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.2%	150.83K	9.4M	150.83K	+100.00%
Jun 30, 2025	PIER CAPITAL, LLC	0.2%	150.08K	9.35M	-7.6K	-4.82%
Jun 30, 2025	FMR LLC	0.18%	133.03K	8.29B	-14.23K	-9.66%
Jun 30, 2025	DIVERSIFY WEALTH MANAGEMENT, LLC	0.12%	89.19K	6.56M	12.89K	+16.90%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.12%	87.3K	5.44M	37.57K	+75.56%
Jun 30, 2025	EFG ASSET MANAGEMENT (NORTH AMERICA) CORP.	0.11%	80.47K	5.01M	8.28K	+11.47%
Jun 30, 2025	POINT72 (DIFC) LTD	0.08%	63.4K	3.95M	63.4K	+100.00%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.49%	368.03K	22.94M	15.57K	+4.42%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.51%	382.1K	23.81M	24.31K	+6.79%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.53%	402.21K	25.07M	-23.52K	-5.52%
Jun 30, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.55%	414.96K	25.86M	-10.82K	-2.54%
Jun 30, 2025	EMERALD ADVISERS, LLC	0.61%	458.01K	28.54M	31.54K	+7.40%
Jun 30, 2025	NORGES BANK	0.66%	501.42K	31.25M	501.42K	+100.00%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.66%	502.19K	31.3M	159.09K	+46.37%
Jun 30, 2025	BAMCO INC /NY/	0.7%	527.19K	32.85M	0	0
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.76%	572.14K	35.66M	78.78K	+15.97%
Jun 30, 2025	CAPITAL WORLD INVESTORS	0.95%	719K	44.81M	0	0
Jun 30, 2025	AZORA CAPITAL LP	0.99%	750.36K	46.76M	750.36K	+100.00%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	1.04%	783.43K	48.82M	168.26K	+27.35%
Jun 30, 2025	CITADEL ADVISORS LLC	1.76%	1.33M	82.78M	226.06K	+20.51%
Jun 30, 2025	TIMUCUAN ASSET MANAGEMENT INC/FL	1.88%	1.42M	88.78M	7.47K	+0.53%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.28%	209.59K	13.06B	16.12K	+8.33%
Jun 30, 2025	CRAMER ROSENTHAL MCGLYNN LLC	0.26%	195.34K	12.17M	80.44K	+70.01%
Jun 30, 2025	AXIOM INVESTORS LLC /DE	0.25%	190.75K	11.89M	42.62K	+28.77%
Jun 30, 2025	WINSLOW ASSET MANAGEMENT INC	0.23%	170.55K	10.63M	1.59K	+0.94%
Jun 30, 2025	HUDSON BAY CAPITAL MANAGEMENT LP	0.17%	126.16K	7.86M	126.16K	+100.00%
Jun 30, 2025	REGIONS FINANCIAL CORP	0.13%	98.54K	6.14M	1.78K	+1.84%
Jun 30, 2025	ROYCE & ASSOCIATES LP	0.12%	93.87K	5.85M	13.26K	+16.45%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	2.53%	1.91M	119.24M	-443.6K	-18.82%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.71%	2.05M	127.95M	424.14K	+26.04%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	3.17%	2.4M	149.33M	135.89K	+6.01%
Jun 30, 2025	STATE STREET CORP	3.79%	2.86M	178.38M	89.14K	+3.21%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.07%	3.08M	191.95M	137.82K	+4.68%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	69.16K	4.31B	209	+0.30%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.09%	69.23K	4.31M	44.84K	+183.91%
Jun 30, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.09%	70.08K	4.37M	32.4K	+85.97%
Jun 30, 2025	PALISADES INVESTMENT PARTNERS, LLC	0.1%	76K	4.74M	-728	-0.95%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.1%	76.91K	4.8M	262	+0.34%
Jun 30, 2025	INTERVAL PARTNERS, LP	0.13%	97.03K	6.05M	97.03K	+100.00%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.09%	67.5K	4.21M	9.98K	+17.35%
Jun 30, 2025	MARSHALL WACE, LLP	0.09%	67.02K	4.18M	51.48K	+331.21%
Jun 30, 2025	MAN GROUP PLC	0.08%	59.45K	3.71M	-81.99K	-57.97%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.07%	51.62K	3.22M	-44.69K	-46.40%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.07%	50.74K	3.16M	7.91K	+18.47%
Jun 30, 2025	BLUE ZONE WEALTH ADVISORS, LLC	0.11%	80.28K	5M	13.38K	+20.01%
Mar 31, 2025	CAPITAL WORLD INVESTORS	0.97%	719K	41.96M	0	0
Mar 31, 2025	WASATCH ADVISORS LP	3.7%	2.73M	159.52M	100.79K	+3.83%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.48%	353.47K	20.63M	132.7K	+60.11%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	3.19%	2.36M	137.55M	579.53K	+32.61%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.3%	958.9K	55.96M	83.03K	+9.48%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.48%	357.79K	20.88M	4.92K	+1.39%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	3.06%	2.26M	131.91M	95.11K	+4.39%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.2%	1.63M	95.07M	42.92K	+2.71%
Mar 31, 2025	TIMUCUAN ASSET MANAGEMENT INC/FL	1.92%	1.42M	82.7M	-581.45K	-29.09%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.83%	615.17K	35.9M	20.7K	+3.48%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.79%	580.34K	33.87M	-36.26K	-5.88%
Mar 31, 2025	BAMCO INC /NY/	0.71%	527.19K	30.77M	0	0
Mar 31, 2025	UBS GROUP AG	0.69%	506.08K	29.53M	197.76K	+64.14%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.48%	352.47K	20.57M	8K	+2.32%
Mar 31, 2025		0.45%	335.19K	19.56M	335.19K	+100.00%
Mar 31, 2025	INVESCO LTD.	0.43%	320.1K	18.68M	-25.14K	-7.28%
Mar 31, 2025	DEUTSCHE BANK AG\	0.4%	293.41K	17.12M	37.96K	+14.86%
Mar 31, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.58%	425.78K	24.85M	-14K	-3.18%
Mar 31, 2025	SEI INVESTMENTS CO	0.39%	290.25K	16.94M	14.58K	+5.29%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.67%	493.36K	28.79M	346.92K	+236.90%
Mar 31, 2025	JENNISON ASSOCIATES LLC	0.66%	485.24K	28.32M	398.13K	+457.05%
Mar 31, 2025	BLACKROCK, INC.	11.37%	8.4M	489.98M	-10.19K	-0.12%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	9.37%	6.92M	403.86M	-177.14K	-2.50%
Mar 31, 2025	LONDON CO OF VIRGINIA	4.8%	3.54M	206.78M	-125.62K	-3.42%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.98%	2.94M	171.71M	2.01M	+214.50%
Mar 31, 2025	STATE STREET CORP	3.75%	2.77M	161.84M	-85.65K	-3.00%
Mar 31, 2025	HEARD CAPITAL LLC	1.25%	925.24K	54M	83.27K	+9.89%
Mar 31, 2025	NORTHERN TRUST CORP	1.16%	858.97K	50.13M	-1.16K	-0.13%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.87%	639.57K	37.33M	-11.62K	-1.78%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.63%	465.68K	27.18M	352.49K	+311.42%
Mar 31, 2025	ROYAL BANK OF CANADA	0.63%	464.63K	27.12M	22.66K	+5.13%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.6%	440.23K	25.69M	388.08K	+744.21%
Mar 31, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.58%	432.06K	25.22M	2.72K	+0.63%
Mar 31, 2025	EMERALD ADVISERS, LLC	0.58%	426.47K	24.89M	-528	-0.12%
Mar 31, 2025	JANE STREET GROUP, LLC	0.39%	288.23K	16.82M	280.9K	+3,830.04%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.34%	253.66K	14.8M	99.32K	+64.35%
Mar 31, 2025	VANGUARD GROUP INC	11.24%	8.31M	484.72M	158.37K	+1.94%
Mar 31, 2025	JPMORGAN CHASE & CO	1.72%	1.27M	74.27M	119.75K	+10.39%
Mar 31, 2025	MADISON ASSET MANAGEMENT, LLC	1.71%	1.26M	73.78M	99.31K	+8.53%
Mar 31, 2025	CITADEL ADVISORS LLC	1.49%	1.1M	64.33M	-202.59K	-15.53%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.3%	959.91K	56.02M	-572	-0.06%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.58%	425.73K	24.85M	48.7K	+12.92%
Mar 31, 2025	MORGAN STANLEY	0.92%	679.72K	39.67M	12.39K	+1.86%
Mar 31, 2025	LORD, ABBETT & CO. LLC	0.87%	644.94K	37.64M	-249.27K	-27.88%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.87%	644.58K	37.62M	-62.65K	-8.86%
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.46%	343.1K	20.02M	19.15K	+5.91%
Mar 31, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.41%	301.22K	17.58M	0	0
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.4%	295.92K	17.27M	177.96K	+150.88%
Mar 31, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.33%	247K	14.41M	79K	+47.02%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.3%	223.82K	13.06M	47.98K	+27.28%
Mar 31, 2024	NORTHERN TRUST CORP	1.32%	906.79K	51.48M	-14.91K	-1.62%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.26%	176.31K	10.01M	30.3K	+20.75%
Mar 31, 2024	WINSLOW ASSET MANAGEMENT INC	0.26%	176.81K	10.04M	1.85K	+1.06%
Mar 31, 2024	DEUTSCHE BANK AG\	0.26%	177.82K	10.09M	1.47K	+0.83%
Mar 31, 2024	CAPITAL MANAGEMENT CORP /VA	0.28%	190.33K	10.81M	-28.2K	-12.90%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.28%	195.16K	11.08M	3.76K	+1.96%
Mar 31, 2024	RHUMBLINE ADVISERS	0.29%	197.82K	11.23M	-1.17K	-0.59%
Mar 31, 2024	NO STREET GP LP	0.29%	200K	11.35M	200K	+100.00%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.3%	205.89K	11.69M	183	+0.09%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.34%	231.09K	13.12M	47.86K	+26.12%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.35%	236.96K	13.45M	5.73K	+2.48%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.37%	253.66K	14.4M	107.21K	+73.21%
Mar 31, 2024	SEI INVESTMENTS CO	0.38%	258.7K	14.69M	51.69K	+24.97%
Mar 31, 2024	CITADEL ADVISORS LLC	0.38%	262.22K	14.89M	262.22K	+100.00%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.39%	264.62K	15.02M	264.62K	+100.00%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.51%	346.91K	19.69M	-449.85K	-56.46%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.53%	363.67K	20.65M	-4.31K	-1.17%
Mar 31, 2024	EMERALD MUTUAL FUND ADVISERS TRUST	0.56%	380.71K	21.61M	0	0
Mar 31, 2024	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.64%	435.38K	24.72M	-6.21K	-1.41%
Mar 31, 2024	EMERALD ADVISERS, LLC	0.66%	452.83K	25.71M	1.78K	+0.40%
Mar 31, 2024	CRAMER ROSENTHAL MCGLYNN LLC	0.67%	461.27K	26.19M	-61.13K	-11.70%
Mar 31, 2024	ROYAL BANK OF CANADA	0.76%	519.69K	29.5M	34.3K	+7.07%
Mar 31, 2024	BAMCO INC /NY/	0.8%	547.75K	31.1M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.8%	549.73K	31.21M	39.42K	+7.73%
Mar 31, 2024	MORGAN STANLEY	0.93%	638.48K	36.25M	-75.79K	-10.61%
Mar 31, 2024	CAPITAL WORLD INVESTORS	1.05%	719K	40.82M	0	0
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.06%	726.01K	41.22M	-28.2K	-3.74%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.23%	843.38K	47.88M	28.81K	+3.54%
Mar 31, 2024	HSBC HOLDINGS PLC	0.26%	175.28K	9.95M	70.79K	+67.74%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	1.44%	983.68K	55.84M	-151.52K	-13.35%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.48%	1.02M	57.68M	-107.86K	-9.60%
Mar 31, 2024	ARTISAN PARTNERS LIMITED PARTNERSHIP	1.57%	1.08M	61.13M	-2.33K	-0.22%
Mar 31, 2024	JPMORGAN CHASE & CO	1.86%	1.27M	72.36M	126.75K	+11.04%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	2.43%	1.66M	94.52M	-452.4K	-21.37%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	4.7%	3.22M	182.93M	-152.02K	-4.51%
Mar 31, 2024	LONDON CO OF VIRGINIA	5.23%	3.58M	203.27M	112.41K	+3.24%
Mar 31, 2024	BARCLAYS PLC	0.46%	315.63K	17.92M	138.94K	+78.64%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.58%	1.08M	61.3M	2.27K	+0.21%
Mar 31, 2024	WESTWOOD HOLDINGS GROUP INC	1.62%	1.11M	63M	-12.73K	-1.13%
Mar 31, 2024	LORD, ABBETT & CO. LLC	1.63%	1.12M	63.48M	55.4K	+5.21%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.12%	1.45M	82.51M	44.21K	+3.14%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	2.25%	1.54M	87.39M	430.97K	+38.88%
Mar 31, 2024	MADISON ASSET MANAGEMENT, LLC	2.34%	1.6M	91.04M	203.96K	+14.57%
Mar 31, 2024	STATE STREET CORP	3.83%	2.62M	148.95M	63.11K	+2.46%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.11%	78.35K	4.45M	-163.38K	-67.59%
Mar 31, 2024	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.12%	79.28K	4.5M	-17.29K	-17.91%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	89.17K	5.06M	89.17K	+100.00%
Mar 31, 2024	JENNISON ASSOCIATES LLC	0.14%	93.08K	5.28M	-157	-0.17%
Mar 31, 2024	INVESCO LTD.	0.15%	100.24K	5.69M	-86.69K	-46.38%
Mar 31, 2024	REGIONS FINANCIAL CORP	0.15%	101.77K	5.78M	-2.75K	-2.63%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.15%	105.65K	6M	8.6K	+8.86%
Mar 31, 2024	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.16%	109.28K	6.2M	109.28K	+100.00%
Mar 31, 2024	SWISS NATIONAL BANK	0.19%	131.6K	7.47M	400	+0.30%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.2%	136.65K	7.76M	-1.7K	-1.23%
Mar 31, 2024	FMR LLC	0.2%	140.34K	7.97M	16.4K	+13.24%
Mar 31, 2024	UBS GROUP AG	0.23%	160.36K	9.1M	16.65K	+11.59%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.25%	174.61K	9.91B	-4.26K	-2.38%
Mar 31, 2024	HEARD CAPITAL LLC	3.09%	2.12M	120.18M	258.88K	+13.93%
Mar 31, 2024	TIMUCUAN ASSET MANAGEMENT INC/FL	4.42%	3.03M	171.88M	50.4K	+1.69%
Mar 31, 2024	WASATCH ADVISORS LP	4.99%	3.42M	194.02M	159.8K	+4.91%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	10.43%	7.14M	405.5M	60.97K	+0.86%
Mar 31, 2024	VANGUARD GROUP INC	11.34%	7.77M	441.1M	-2.7K	-0.03%
Mar 31, 2024	BLACKROCK INC.	11.65%	7.98M	452.9M	-24.81K	-0.31%
Dec 31, 2023	AZORA CAPITAL LP	0.27%	188.86K	10.6M	188.86K	+100.00%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.28%	191.4K	10.74M	2.21K	+1.17%
Dec 31, 2023	RHUMBLINE ADVISERS	0.29%	198.99K	11.17M	-3.88K	-1.91%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.3%	205.71K	11.55M	35.18K	+20.63%
Dec 31, 2023	SEI INVESTMENTS CO	0.3%	207.01K	11.62M	-20.62K	-9.06%
Dec 31, 2023	CAPITAL MANAGEMENT CORP /VA	0.32%	218.53K	12.27M	-12.41K	-5.37%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.34%	231.23K	12.98M	20.19K	+9.57%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.35%	241.73K	13.57M	-16.51K	-6.39%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.54%	367.98K	20.65M	-12.04K	-3.17%
Dec 31, 2023	EMERALD MUTUAL FUND ADVISERS TRUST	0.55%	380.71K	21.37M	0	0
Dec 31, 2023	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.64%	441.59K	24.79M	-7.55K	-1.68%
Dec 31, 2023	EMERALD ADVISERS, LLC	0.66%	451.04K	25.32M	-7.26K	-1.58%
Dec 31, 2023	ROYAL BANK OF CANADA	0.71%	485.39K	27.25M	115.09K	+31.08%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.74%	510.31K	28.64M	17.71K	+3.60%
Dec 31, 2023	CRAMER ROSENTHAL MCGLYNN LLC	0.76%	522.4K	29.32M	87.92K	+20.23%
Dec 31, 2023	BAMCO INC /NY/	0.8%	547.75K	30.75M	-2.41K	-0.44%
Dec 31, 2023	MORGAN STANLEY	1.04%	714.26K	40.09M	123.71K	+20.95%
Dec 31, 2023	CAPITAL WORLD INVESTORS	1.05%	719K	40.36M	0	0
Dec 31, 2023	NORGES BANK	1.08%	743.27K	41.72M	743.27K	+100.00%
Dec 31, 2023	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	1.09%	752.62K	42.24M	136.24K	+22.10%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.1%	754.21K	42.33M	-180.44K	-19.31%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	1.16%	796.76K	44.72M	3.55K	+0.45%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.18%	814.57K	45.72M	21.84K	+2.75%
Dec 31, 2023	NORTHERN TRUST CORP	1.34%	921.7K	51.73M	-6.01K	-0.65%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.57%	1.08M	60.48M	-12.87K	-1.18%
Dec 31, 2023	ARTISAN PARTNERS LIMITED PARTNERSHIP	1.57%	1.08M	60.57M	-39.96K	-3.57%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.61%	1.11M	62.22M	39.61K	+3.71%
Dec 31, 2023	WESTWOOD HOLDINGS GROUP INC	1.63%	1.12M	63M	-178.12K	-13.70%
Dec 31, 2023	WASATCH ADVISORS LP	4.74%	3.26M	182.86M	-192.33K	-5.57%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	4.91%	3.37M	189.4M	334.62K	+11.01%
Dec 31, 2023	LONDON CO OF VIRGINIA	5.04%	3.47M	194.67M	50.11K	+1.47%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	10.3%	7.08M	397.51M	-197.32K	-2.71%
Dec 31, 2023	VANGUARD GROUP INC	11.31%	7.77M	436.28M	-14.84K	-0.19%
Dec 31, 2023	BLACKROCK INC.	11.64%	8M	449.19M	211.32K	+2.71%
Dec 31, 2023	LORD, ABBETT & CO. LLC	1.55%	1.06M	59.66M	-152.63K	-12.56%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.63%	1.12M	63.09M	-75.23K	-6.27%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	1.65%	1.14M	63.74M	24K	+2.16%
Dec 31, 2023	JPMORGAN CHASE & CO	1.67%	1.15M	64.43M	-326.26K	-22.13%
Dec 31, 2023	MADISON ASSET MANAGEMENT, LLC	2.04%	1.4M	78.56M	60.46K	+4.51%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.05%	1.41M	79.1M	68.86K	+5.14%
Dec 31, 2023	HEARD CAPITAL LLC	2.7%	1.86M	104.3M	-5.85K	-0.31%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	3.08%	2.12M	118.85M	-121.34K	-5.42%
Dec 31, 2023	STATE STREET CORP	3.72%	2.56M	143.73M	61.22K	+2.45%
Dec 31, 2023	TIMUCUAN ASSET MANAGEMENT INC/FL	4.33%	2.98M	167.11M	-73.47K	-2.41%
Dec 31, 2023	WINSLOW ASSET MANAGEMENT INC	0.25%	174.96K	9.82M	2.59K	+1.50%
Dec 31, 2023	DEUTSCHE BANK AG\	0.26%	176.35K	9.9M	25	+0.01%
Dec 31, 2023	BARCLAYS PLC	0.26%	176.69K	9.92M	-117.32K	-39.90%
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.26%	178.87K	10.04M	-100.38K	-35.95%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.27%	183.23K	10.28M	21.53K	+13.32%
Dec 31, 2023	INVESCO LTD.	0.27%	186.92K	10.49M	-93.85K	-33.42%

Insiders

Insiders	Designation	Shares Held
CANTOR ERIC	Vice Chairman, MD	218.81K
MOELIS KENNETH	Chairman, CEO	209.24K
MAHMOODZADEGAN NAVID	Co-President, MD	197.6K
RAICH JEFFREY	Co-President, MD	54.79K
LUBLIN SCOTT	EVP and CLO	39.23K
SIMON JOSEPH	Chief Financial Officer	22.83K
GUTMAN HARVEY		11.64K
SHROPSHIRE KENNETH	director	7.11K
PILCHER CIAFONE KATHERINE	Chief Operating Officer	3.93K
CALLESANO CHRISTOPHER	Principal Accounting Officer	1.23K
PATENT ROBERT C		1K
WATANABE OSAMU R.	General Counsel, Secretary	131
CRAIN ELIZABETH	Chief Operating Officer	0
RAMIREZ MARIA F		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 22, 2025	SHROPSHIRE KENNETH	SALE	72.52	2.62K	189.64K	7.11K
Jul 25, 2025	WATANABE OSAMU R.	SALE	72.64	6.34K	460.54K	131
Feb 21, 2025	SHROPSHIRE KENNETH	SALE	72.30	2.55K	184.44K	6.94K
Feb 19, 2025	SIMON JOSEPH	SALE	74.00	5.76K	426.09K	22.83K
Feb 19, 2025	PILCHER CIAFONE KATHERINE	SALE	74.00	3.52K	260.11K	3.93K
Feb 19, 2025	CANTOR ERIC	SALE	74.00	16.53K	1.22M	218.81K
Feb 19, 2025	MAHMOODZADEGAN NAVID	SALE	74.00	9.41K	696.04K	197.6K
Feb 19, 2025	WATANABE OSAMU R.	SALE	74.00	5.66K	418.91K	6.47K
Feb 19, 2025	RAICH JEFFREY	SALE	74.00	8.72K	645.43K	54.79K
Feb 19, 2025	CALLESANO CHRISTOPHER	SALE	74.00	1.28K	94.87K	1.23K
Feb 19, 2025	MOELIS KENNETH	SALE	74.00	9.71K	718.69K	209.24K
Nov 07, 2024	CALLESANO CHRISTOPHER	SALE	80.00	885	70.8K	0
Jul 31, 2024	SHROPSHIRE KENNETH	SALE	69.29	495	34.3K	9.37K
Jul 31, 2024	MOELIS KENNETH	SALE	69.16	6.49K	449.13K	0
Jul 30, 2024	MOELIS KENNETH	SALE	68.87	5.31K	365.56K	86
Jul 30, 2024	PILCHER CIAFONE KATHERINE	SALE	68.88	3.67K	252.51K	0
Jul 25, 2024	SIMON JOSEPH	SALE	64.00	6.72K	430.27K	0
May 13, 2024	MAHMOODZADEGAN NAVID	SALE	54.92	44.98K	2.47M	0
May 10, 2024	MOELIS KENNETH	SALE	54.11	37.1K	2.01M	5.34K
May 09, 2024	MOELIS KENNETH	SALE	53.98	40K	2.16M	42.44K
Mar 01, 2024	MOELIS KENNETH	SALE	54.08	4K	216.32K	82.44K
Mar 01, 2024	MAHMOODZADEGAN NAVID	SALE	53.88	19.48K	1.05M	44.98K
Feb 29, 2024	RAICH JEFFREY	SALE	54.23	44.71K	2.42M	0
Feb 29, 2024	MAHMOODZADEGAN NAVID	SALE	54.11	50.77K	2.75M	64.46K
Feb 29, 2024	SIMON JOSEPH	SALE	54.13	8.57K	464.06K	0
Feb 29, 2024	MOELIS KENNETH	SALE	54.11	75K	4.06M	86.44K
Feb 23, 2024	RAICH JEFFREY	SALE	54.62	45.09K	2.46M	44.71K
Feb 23, 2024	WATANABE OSAMU R.	SALE	54.38	5.87K	319.16K	131
Feb 23, 2024	MOELIS KENNETH	SALE	55.00	400	22K	161.44K
Feb 22, 2024	MAHMOODZADEGAN NAVID	SALE	54.92	10.4K	571.28K	115.24K
Feb 21, 2024	MAHMOODZADEGAN NAVID	SALE	54.68	20.31K	1.11M	33.91K
Feb 21, 2024	RAICH JEFFREY	SALE	52.60	39.78K	2.09M	89.8K
Feb 21, 2024	PILCHER CIAFONE KATHERINE	SALE	52.60	4.8K	252.37K	3.67K
Feb 21, 2024	CANTOR ERIC	SALE	52.60	17.86K	939.28K	195.86K
Feb 21, 2024	SIMON JOSEPH	SALE	52.60	8.15K	428.64K	8.57K
Feb 21, 2024	WATANABE OSAMU R.	SALE	52.60	7.69K	404.23K	6K
Feb 21, 2024	MOELIS KENNETH	SALE	52.60	128.28K	6.75M	161.81K
Feb 21, 2024	CALLESANO CHRISTOPHER	SALE	52.60	1.14K	60.17K	885
Feb 20, 2024	MAHMOODZADEGAN NAVID	SALE	55.29	25.64K	1.42M	54.22K
Feb 16, 2024	MAHMOODZADEGAN NAVID	SALE	55.82	20K	1.12M	79.86K
Feb 09, 2024	SIMON JOSEPH	SALE	54.50	3.5K	190.75K	0
Feb 08, 2024	CALLESANO CHRISTOPHER	SALE	53.59	1.04K	55.73K	0
Nov 13, 2023	MOELIS KENNETH	SALE	41.66	19.68K	819.66K	5.31K
Nov 10, 2023	MOELIS KENNETH	SALE	41.57	50K	2.08M	24.98K
Nov 09, 2023	MOELIS KENNETH	SALE	42.20	23.39K	986.97K	74.98K
Aug 10, 2023	SHROPSHIRE KENNETH	SALE	48.09	1.42K	68.14K	7.16K
Aug 02, 2023	CRAIN ELIZABETH	SALE	48.06	5.59K	268.56K	0
Jul 31, 2023	CRAIN ELIZABETH	SALE	48.10	5.59K	268.78K	5.59K
Mar 03, 2023	MAHMOODZADEGAN NAVID	SALE	43.05	23.32K	1M	99.86K
Mar 01, 2023	MAHMOODZADEGAN NAVID	SALE	43.13	54.01K	2.33M	123.18K
Feb 28, 2023	MAHMOODZADEGAN NAVID	SALE	43.22	52.21K	2.26M	177.19K
Feb 27, 2023	WATANABE OSAMU R.	SALE	42.99	6.13K	263.53K	131
Feb 22, 2023	MAHMOODZADEGAN NAVID	SALE	42.06	68.56K	2.88M	229.4K
Feb 22, 2023	CRAIN ELIZABETH	SALE	42.06	10.42K	438.22K	11.18K
Feb 22, 2023	MOELIS KENNETH	SALE	42.06	45.51K	1.91M	98.29K
Feb 22, 2023	WATANABE OSAMU R.	SALE	42.06	5.72K	240.41K	6.26K
Feb 22, 2023	RAICH JEFFREY	SALE	42.06	36.59K	1.54M	44.71K
Feb 13, 2023	RAICH JEFFREY	SALE	45.08	17.18K	774.61K	0
Feb 13, 2023	CALLESANO CHRISTOPHER	SALE	46.92	1.16K	54.19K	0
Feb 10, 2023	RAICH JEFFREY	SALE	44.54	18.07K	805.02K	17.18K
Feb 09, 2023	RAICH JEFFREY	SALE	45.30	42.64K	1.93M	55.26K
Jan 31, 2023	MOELIS KENNETH	SALE	46.12	44.68K	2.06M	0
Jan 30, 2023	MOELIS KENNETH	SALE	46.12	60.09K	2.77M	44.68K
Jan 27, 2023	MOELIS KENNETH	SALE	46.18	73.98K	3.42M	104.77K
Jan 24, 2023	MOELIS KENNETH	SALE	46.02	2.37K	108.98K	178.75K
Jan 23, 2023	MOELIS KENNETH	SALE	46.03	12.31K	566.63K	181.11K
Nov 16, 2022	MOELIS KENNETH	SALE	45.55	10.25K	467.02K	193.42K
Nov 15, 2022	MOELIS KENNETH	SALE	46.74	100K	4.67M	203.68K
Nov 14, 2022	SIMON JOSEPH	SALE	45.74	5.98K	273.34K	0
Nov 14, 2022	MOELIS KENNETH	SALE	46.06	32.92K	1.52M	49.83K
May 31, 2022	CRAIN ELIZABETH	SALE	47.08	7K	329.56K	0
May 25, 2022	CRAIN ELIZABETH	SALE	44.61	7.12K	317.44K	7K
May 13, 2022	GUTMAN HARVEY	PURCHASE	75.51	1K	75.51K	11.64K
May 13, 2022	PATENT ROBERT C	PURCHASE	80.00	319	25.52K	1K
May 12, 2022	RAMIREZ MARIA F	SALE	73.70	1K	73.7K	0
Mar 14, 2022	LUBLIN SCOTT	SALE	105.58	1K	105.58K	39.23K
Feb 25, 2022	WATANABE OSAMU R.	SALE	48.63	7.48K	363.9K	131
Feb 22, 2022	RAICH JEFFREY	SALE	47.12	33.76K	1.59M	97.89K
Feb 22, 2022	MAHMOODZADEGAN NAVID	SALE	47.12	53.52K	2.52M	145.8K
Feb 22, 2022	MOELIS KENNETH	SALE	47.12	34.37K	1.62M	132.72K
Feb 22, 2022	CRAIN ELIZABETH	SALE	47.12	11.76K	553.99K	14.12K
Feb 22, 2022	WATANABE OSAMU R.	SALE	47.12	6.23K	293.65K	7.61K
Oct 28, 2021	SHROPSHIRE KENNETH	SALE	71.71	2.14K	153.6K	5.24K
Apr 28, 2021	MOELIS KENNETH	SALE	57.04	10.47K	596.98K	303.68K
Apr 27, 2021	MOELIS KENNETH	SALE	57.06	28.56K	1.63M	314.14K
Apr 26, 2021	MOELIS KENNETH	SALE	57.03	1.4K	79.9K	342.7K
Apr 23, 2021	MOELIS KENNETH	SALE	57.11	18.18K	1.04M	344.1K
Apr 07, 2021	MOELIS KENNETH	SALE	57.12	800	45.7K	362.29K
Apr 06, 2021	MOELIS KENNETH	SALE	57.50	32.76K	1.88M	363.09K
Apr 05, 2021	MOELIS KENNETH	SALE	56.56	60K	3.39M	395.85K
Apr 01, 2021	MOELIS KENNETH	SALE	56.07	17.82K	998.89K	455.85K
Mar 30, 2021	MOELIS KENNETH	SALE	56.05	6.82K	382.04K	473.66K
Mar 29, 2021	MOELIS KENNETH	SALE	56.00	3.5K	196K	480.48K
Mar 26, 2021	MOELIS KENNETH	SALE	56.01	5.73K	320.83K	483.98K
Mar 24, 2021	MOELIS KENNETH	SALE	56.18	541	30.39K	489.71K
Mar 23, 2021	MOELIS KENNETH	SALE	56.00	5K	280K	490.25K
Mar 22, 2021	MOELIS KENNETH	SALE	56.10	4.75K	266.7K	495.25K
Mar 19, 2021	MOELIS KENNETH	SALE	56.64	60K	3.4M	500K
Mar 18, 2021	CRAIN ELIZABETH	SALE	58.00	6.69K	388.08K	0
Mar 18, 2021	MOELIS KENNETH	SALE	58.13	60K	3.49M	560K
Mar 17, 2021	MOELIS KENNETH	SALE	57.28	60K	3.44M	620K
Mar 17, 2021	CRAIN ELIZABETH	SALE	57.00	6.69K	381.44K	6.69K
Mar 16, 2021	MOELIS KENNETH	SALE	56.28	60K	3.38M	680K
Mar 15, 2021	CRAIN ELIZABETH	SALE	55.50	6.69K	371.41K	13.38K
Mar 15, 2021	MOELIS KENNETH	SALE	55.75	60K	3.35M	740K
Mar 01, 2021	MOELIS KENNETH	SALE	54.50	43.61K	2.38M	88.01K
Feb 24, 2021	WATANABE OSAMU R.	SALE	53.08	17.02K	903.42K	131
Feb 23, 2021	CALLESANO CHRISTOPHER	SALE	50.05	1.35K	67.37K	0
Feb 23, 2021	SIMON JOSEPH	SALE	53.00	13.19K	699.02K	0
Feb 19, 2021	MOELIS KENNETH	SALE	54.78	28.23K	1.55M	4.51K
Feb 18, 2021	MOELIS KENNETH	SALE	54.62	69.94K	3.82M	32.74K
Feb 16, 2021	MOELIS KENNETH	SALE	55.11	23.33K	1.29M	143.47K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES2.62K1

NET SHARES-2.62K1

SHARES HELD7.11K1

% NET SHARES-136.78%0%

MC Stock Ownership Breakdown

Moelis &

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