How many institutions own MSBI 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 MSBI shares is 199, representing 66.66% of the company's common stock.

Who are the major shareholders selling Midland States Bancorp, Inc. stock?

CHARLES SCHWAB INVESTMENT MANAGEMENT INC, in the last quarter, reduced its stake in MSBI by -0.08% restricting it's holding to 175.47 thousand shares of worth nearly $3.71M. GEODE CAPITAL MANAGEMENT, LLC also lessened -2.01% of the MSBI shares from its portfolio, reducing its holding to 518.43 thousand shares of worth $10.98B. HENNION & WALSH ASSET MANAGEMENT, INC. also shunned MSBI shares holding by -7.47% last quarter which brought its holding to 11.44 thousand shares worth $242.23K.

Investors who are buying MSBI stock?

As per its latest 13F filing, STATE STREET CORP increased its stake in MSBI by 10.14% in the last quarter. The institutional holder raised its holding to 682.86 thousand shares having worth more than $14.46M. also added 100% more shares of MSBI to its portfolio, raising its holding to 5.04 thousand shares of worth $106.59M. SMITH, MOORE & CO. also increased its MSBI shares holding by 100% which brought its holding to 9.94 thousand shares worth $210.32K.

MSBI's major insiders: who are they?

The insider with the most stakes in MSBI is Funderburg R. Robert Jr , director at the company. Additionally, MSBI stock is highly held by President & CEO Ludwig Jeffrey G. and director Schultz John M among others.

Did an insider recently sell MSBI stock?

Company executives, directors, and other insiders own 5.49% percent of Midland States Bancorp, Inc.'s stock. Within the last six months, there have been 1 transaction(s) in which MSBI insiders have sold stock, totaling 2.81K shares. Insiders that have sold shares include MOONEY KYLE OWEN, SPRING DONALD J., and SCHULTZ ROBERT F..

Which insider recently purchased MSBI stock?

There have been 4 transaction(s) during the past 6-months in which Midland States Bancorp, Inc. insiders have bought stock, totalling 13098 shares

How much of MSBI does insiders own?

Around 164.68K Midland States Bancorp, Inc. shares are held by insiders, which represents about 5.49% of MSBI stock.

Who is the insider with the largest stake?

MSBI director, Funderburg R. Robert Jr holds the largest portfolio of the company's shares. MSBI shares owned by Funderburg total nearly 411.86 thousand.

Which institution holds the most shares in MSBI?

CHARLES SCHWAB INVESTMENT MANAGEMENT INC is the largest institutional owner in MSBI which holds 175.47 thousand shares worth $3.71M or 0.8% of the total MSBI shares outstanding followed by GEODE CAPITAL MANAGEMENT, LLC with ownership of 518.43 thousand shares representing 2.37% of the MSBI ownership. STATE STREET CORP is the third largest stakeholder with 682.86 thousand shares or 3.12% of the ownership worth more than $14.46M.

Is Midland States Bancorp, Inc. stock optionable?

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

Is there a short position on MSBI's shares?

Number of MSBI shares short is 427.04K. 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 MSBI shares are there?

As of today, 21.54M shares of MSBI are outstanding.

Is there many float in MSBI 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, MSBI has 20.12M shares in float.

MSBI 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 MSBI is 3.6.

Midland States Bancorp (MSBI) 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 Shares1.98

Short Percent Of Float2.05

Shares Outstanding21.54M

Shares Float20.12M

Shares Short427.04K

Short Ratio3.6

2.05%

Short % of Float

1.98%

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

5.49% Percentage of Shares held by All Insiders

66.66% Percentage of Shares held by All Institutions

70.53% Percentage of Float held by Institutions

199

Number of Institutions Holding Shares

Institutional Ownership

About 66.66% of MSBI shares are held by financial institutions. CHARLES SCHWAB INVESTMENT MANAGEMENT INC is the top corporate investor, holding 175.47K shares valued at $3.71M. A 0.8% stake in Midland States Bancorp, Inc. is owned by the company. GEODE CAPITAL MANAGEMENT, LLC owns 518.43K shares valued at $10.98B, which translates its holding of 2.37% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.8%	175.47K	3.71M	-148	-0.08%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.37%	518.43K	10.98B	-10.66K	-2.01%
Dec 31, 2025	STATE STREET CORP	3.12%	682.86K	14.46M	62.87K	+10.14%
Dec 31, 2025		0.02%	5.04K	106.59M	5.04K	+100.00%
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	6.05K	128.14K	0	0
Dec 31, 2025	SMITH, MOORE & CO.	0.05%	9.94K	210.32K	9.94K	+100.00%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.05%	11.44K	242.23K	-924	-7.47%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	11.93K	252.45K	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.06%	12.07K	255.54K	8	+0.07%
Dec 31, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.06%	12.24K	259.1K	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	12.42K	266.42K	-1.43K	-10.34%
Dec 31, 2025	IFP ADVISORS, INC	0.02%	5.3K	112.27K	-63	-1.17%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.81%	1.05M	22.25M	-142.46K	-11.94%
Dec 31, 2025	VANGUARD GROUP INC	5.62%	1.23M	26B	54.97K	+4.69%
Dec 31, 2025	BLACKROCK, INC.	13.45%	2.94M	62.24B	-64.17K	-2.14%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.06%	12.54K	265K	3.94K	+45.89%
Dec 31, 2025	NISA INVESTMENT ADVISORS, LLC	0.06%	13.38K	283.21K	10.86K	+431.93%
Dec 31, 2025	SEI INVESTMENTS CO	0.07%	14.48K	306.47K	1.82K	+14.42%
Dec 31, 2025	DEUTSCHE BANK AG\	0.07%	14.56K	308.3K	8.64K	+145.91%
Dec 31, 2025	FEDERATED HERMES, INC.	0.24%	51.8K	1.1M	19.01K	+57.97%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.07%	14.57K	308.45K	3.84K	+35.75%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.07%	15.94K	337.47M	-32.17K	-66.86%
Dec 31, 2025	CWM, LLC	0.08%	16.55K	350K	-7.05K	-29.87%
Dec 31, 2025	KLP KAPITALFORVALTNING AS	0.08%	17.3K	366.24K	0	0
Dec 31, 2025	QUEST PARTNERS LLC	0.08%	17.95K	380.07K	-1.06K	-5.60%
Dec 31, 2025	GSA CAPITAL PARTNERS LLP	0.08%	18K	381K	-5.42K	-23.14%
Dec 31, 2025	WALLEYE CAPITAL LLC	0.09%	18.73K	396.41K	-15.21K	-44.81%
Dec 31, 2025	VALEO FINANCIAL ADVISORS, LLC	0.09%	18.95K	401.19K	-124	-0.65%
Dec 31, 2025	CITIGROUP INC	0.09%	19.42K	411.06K	3.18K	+19.56%
Dec 31, 2025	MIDLAND WEALTH ADVISORS LLC	0.1%	21.38K	452.7K	7.11K	+49.85%
Dec 31, 2025	XTX TOPCO LTD	0.1%	22.23K	470.63M	22.23K	+100.00%
Dec 31, 2025	RHUMBLINE ADVISERS	0.13%	28.84K	610.62M	-1.96K	-6.35%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.14%	30.38K	643.17K	11.29K	+59.17%
Dec 31, 2025	MARINER, LLC	0.15%	32.44K	686.69K	4.32K	+15.36%
Dec 31, 2025	UBS GROUP AG	0.24%	53.27K	1.13B	6.49K	+13.87%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	41.79K	884.75K	992	+2.43%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.2%	43.01K	910.5K	4.84K	+12.67%
Dec 31, 2025	JUMP FINANCIAL, LLC	0.21%	45.3K	959K	5.39K	+13.51%
Dec 31, 2025	IEQ CAPITAL, LLC	0.22%	47.62K	1.01M	-25.15K	-34.56%
Dec 31, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.24%	51.75K	1.1M	73	+0.14%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.26%	57.51K	1.22M	233	+0.41%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.31%	67.47K	1.43B	6.51K	+10.68%
Dec 31, 2025	ROYAL BANK OF CANADA	0.31%	68.56K	1.45B	67.77K	+8,633.12%
Dec 31, 2025	BARCLAYS PLC	0.32%	69.45K	1.47B	8.54K	+14.01%
Dec 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.4%	86.5K	1.39M	7.22K	+9.10%
Dec 31, 2025	CITADEL ADVISORS LLC	0.3%	65.91K	1.4B	11.06K	+20.16%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	0.33%	71.46K	1.51B	-90.46K	-55.87%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.48%	104.4K	2.21M	-4.1K	-3.78%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.51%	110.67K	2.34B	6.51K	+6.25%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.67%	147.18K	3.12B	7.61K	+5.45%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.77%	168.74K	3.57B	-43.06K	-20.33%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	1.01%	220.91K	4.68B	-95.2K	-30.12%
Dec 31, 2025	LSV ASSET MANAGEMENT	1.35%	296.09K	6.27M	-31K	-9.48%
Dec 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.7%	371.78K	7.87M	33.63K	+9.95%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.87%	407.8K	8.63M	-267.78K	-39.64%
Dec 31, 2025	BUSEY WEALTH MANAGEMENT	3.47%	759.29K	16.07M	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.46%	101.43K	2.15B	40.39K	+66.15%
Dec 31, 2025	NUVEEN, LLC	0.93%	202.88K	4.29B	-39.09K	-16.16%
Dec 31, 2025	JPMORGAN CHASE & CO	0.53%	115.05K	2.44M	33.31K	+40.76%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.57%	124.13K	2.63M	-67.54K	-35.24%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.73%	158.58K	3.36M	30.02K	+23.35%
Dec 31, 2025	MORGAN STANLEY	0.79%	173.13K	3.67B	21.39K	+14.09%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.8%	174.1K	3.69B	16.3K	+10.33%
Sep 30, 2025	JANE STREET GROUP, LLC	0.28%	61.05K	1.05M	35.09K	+135.17%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.32%	69.07K	1.18M	34.61K	+100.42%
Sep 30, 2025	LSV ASSET MANAGEMENT	1.5%	327.09K	5.61M	-38.1K	-10.43%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.55%	338.15K	5.8M	-15.67K	-4.43%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	2.7%	589.3K	10.1M	45.44K	+8.35%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.2%	42.82K	733.87K	-5.34K	-11.08%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.24%	51.68K	885.78K	0	0
Sep 30, 2025	BROWN ADVISORY INC	0.19%	42.38K	726.45K	0	0
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.59%	128.56K	2.2M	121.07K	+1,615.29%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.64%	138.9K	2.38M	5.7K	+4.28%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.97%	211.8K	3.63M	17.44K	+8.97%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	3.1%	675.58K	11.58M	134.58K	+24.88%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.17%	38.17K	654.29K	26.21K	+219.09%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.28%	60.96K	1.04M	2.73K	+4.69%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.36%	79.29K	1.36M	21.18K	+36.44%
Sep 30, 2025	INVESCO LTD.	0.19%	40.43K	693K	4.73K	+13.26%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.18%	39.91K	684.02K	-15.59K	-28.09%
Sep 30, 2025	STATE STREET CORP	2.84%	619.99K	10.63M	22.39K	+3.75%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.27%	59.37K	1.02M	19.35K	+48.36%
Sep 30, 2025	IEQ CAPITAL, LLC	0.33%	72.77K	1.25M	35.4K	+94.75%
Sep 30, 2025	CREATIVE PLANNING	0.37%	81.37K	1.39M	28.28K	+53.26%
Sep 30, 2025	MORGAN STANLEY	0.7%	151.74K	2.6M	-64.88K	-29.95%
Sep 30, 2025	NUVEEN, LLC	1.11%	241.97K	4.15M	74.9K	+44.83%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	1.45%	316.11K	5.42M	-47.96K	-13.17%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.42%	529.09K	9.07M	-76.54K	-12.64%
Sep 30, 2025	NUMERAI GP LLC	0.22%	47.48K	813.77K	47.48K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.28%	60.92K	1.04M	-11.57K	-15.96%
Sep 30, 2025	ALGERT GLOBAL LLC	0.35%	75.65K	1.3M	75.65K	+100.00%
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.55%	120.94K	2.07M	7.59K	+6.70%
Sep 30, 2025	WALLEYE CAPITAL LLC	0.16%	33.93K	581.56K	7.24K	+27.14%
Sep 30, 2025	GRAHAM CAPITAL MANAGEMENT, L.P.	0.15%	33.78K	579.02K	33.78K	+100.00%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.15%	33.47K	573.68K	-1.25K	-3.60%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.15%	33.13K	567.82K	21.64K	+188.40%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.15%	32.93K	564.48K	-3.76K	-10.25%
Sep 30, 2025	FEDERATED HERMES, INC.	0.15%	32.79K	562.02K	1.07K	+3.38%
Sep 30, 2025	BUSEY WEALTH MANAGEMENT	3.48%	759.29K	13.01M	0	0
Sep 30, 2025	VANGUARD GROUP INC	5.38%	1.17M	20.1M	-44.07K	-3.62%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	5.47%	1.19M	20.45M	-40.57K	-3.29%
Sep 30, 2025	BLACKROCK, INC.	13.77%	3M	51.49M	79.14K	+2.71%
Sep 30, 2025	CERITY PARTNERS LLC	0.05%	10.27K	176.1K	10.27K	+100.00%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	11.93K	204.4K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.06%	12.06K	206.76K	-54	-0.45%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.06%	12.37K	211.95K	-210	-1.67%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.06%	12.58K	215.64K	-1.8K	-12.54%
Sep 30, 2025	SEI INVESTMENTS CO	0.06%	12.65K	216.85K	513	+4.23%
Sep 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.06%	12.72K	218.07K	-1.09K	-7.88%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	13.85K	232.46K	13.85K	+100.00%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.06%	14.11K	241.83K	-5.91K	-29.52%
Sep 30, 2025	MIDLAND WEALTH ADVISORS LLC	0.07%	14.27K	244.59K	0	0
Sep 30, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.07%	14.45K	248K	14.45K	+100.00%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.07%	14.66K	251K	-31.03K	-67.91%
Sep 30, 2025	CITIGROUP INC	0.07%	16.24K	278.37K	-8.28K	-33.78%
Sep 30, 2025	KLP KAPITALFORVALTNING AS	0.08%	17.3K	296.52K	4.1K	+31.06%
Sep 30, 2025	QUEST PARTNERS LLC	0.09%	19.02K	325.95K	9.99K	+110.67%
Sep 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0.09%	19.08K	326.95K	-51	-0.27%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.09%	19.09K	327.16K	2.58K	+15.62%
Sep 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.11%	23.31K	399.52K	4.81K	+26.03%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.11%	23.41K	401K	-20.57K	-46.76%
Sep 30, 2025	CWM, LLC	0.11%	23.59K	404K	11.76K	+99.41%
Sep 30, 2025	FMR LLC	0.11%	24.28K	416.22K	2.63K	+12.12%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.14%	30.61K	524.65K	0	0
Sep 30, 2025	RHUMBLINE ADVISERS	0.14%	30.8K	527.92K	-1.54K	-4.77%
Sep 30, 2025	FOURTHSTONE LLC	0.24%	52.61K	901.72K	52.61K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.25%	54.85K	940.13K	-137.71K	-71.52%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.26%	57.28K	981.76K	-4.58K	-7.41%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.5%	108.5K	1.86M	17.4K	+19.10%
Sep 30, 2025	HSBC HOLDINGS PLC	0.16%	34.83K	592.49K	1.67K	+5.02%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	40.8K	699K	-2K	-4.66%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.34%	74.08K	1.27M	-38.6K	-34.25%
Sep 30, 2025	JPMORGAN CHASE & CO	0.37%	81.73K	1.4M	4.64K	+6.02%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.48%	104.16K	1.79M	2.73K	+2.69%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.64%	139.57K	2.39M	39.21K	+39.07%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.72%	157.8K	2.7M	-4.56K	-2.81%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.74%	161.92K	2.78M	-68.8K	-29.82%
Sep 30, 2025	NORTHERN TRUST CORP	0.75%	163.11K	2.8M	-4.53K	-2.70%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.8%	175.62K	3.01M	4.42K	+2.58%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.88%	191.67K	3.29M	-7.46K	-3.75%
Sep 30, 2025	UBS GROUP AG	0.21%	46.78K	801.81K	614	+1.33%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.22%	48.11K	824.55K	-10.08K	-17.32%
Jun 30, 2025	QUEST PARTNERS LLC	0.04%	9.03K	156.35K	8.99K	+23,655.26%
Jun 30, 2025	MARSHALL WACE, LLP	0.12%	25.47K	441.16K	25.47K	+100.00%
Jun 30, 2025	FMR LLC	0.1%	21.66K	375.12M	3.96K	+22.38%
Jun 30, 2025	CORTON CAPITAL INC.	0.06%	13.69K	237.13K	13.69K	+100.00%
Jun 30, 2025	CALLAN FAMILY OFFICE, LLC	0.06%	12.82K	222.11K	12.82K	+100.00%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.06%	12.58K	217.82K	12.58K	+100.00%
Jun 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.06%	12.2K	211.27K	12.2K	+100.00%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	11.29K	195.58K	-954	-7.79%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.01%	2.68K	46.43K	2.68K	+100.00%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.03%	7.37K	127.68K	1.79K	+32.00%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.01%	3K	51K	-8.86K	-74.72%
Jun 30, 2025	VANGUARD GROUP INC	5.58%	1.22M	21.08M	7.09K	+0.59%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.78%	605.63K	10.49M	29.83K	+5.18%
Jun 30, 2025	STATE STREET CORP	2.74%	597.6K	10.35M	-35.12K	-5.55%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	2.49%	543.87K	9.42M	30.73K	+5.99%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.89%	194.35K	3.37M	17.57K	+9.94%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.78%	171.2K	2.97M	2.12K	+1.25%
Jun 30, 2025	NORTHERN TRUST CORP	0.77%	167.64K	2.9M	-23.18K	-12.15%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.61%	133.19K	2.31M	33.53K	+33.65%
Jun 30, 2025	LPL FINANCIAL LLC	0.57%	125.07K	2.17M	7.56K	+6.43%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	2.48%	541K	9.37B	149.18K	+38.07%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.62%	353.82K	6.13M	50.18K	+16.53%
Jun 30, 2025	MORGAN STANLEY	0.99%	216.62K	3.75B	-41.76K	-16.16%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.28%	61.86K	1.07M	29.02K	+88.36%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.27%	58.23K	1.01M	-277	-0.47%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.27%	58.18K	1.01M	3.68K	+6.75%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.27%	58.11K	1.01M	58.11K	+100.00%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.22%	48.15K	833.98M	-4.66K	-8.82%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.16%	34.72K	601.35M	9.91K	+39.96%
Jun 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.13%	27.46K	475.59K	1.53K	+5.90%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.12%	26.69K	462.24K	26.69K	+100.00%
Jun 30, 2025	HRT FINANCIAL LP	0.1%	21.56K	373K	6.25K	+40.85%
Jun 30, 2025	MARINER, LLC	0.1%	21.38K	370.36K	4.25K	+24.79%
Jun 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0.09%	19.13K	331.26K	955	+5.26%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.09%	19.04K	329.69K	0	0
Jun 30, 2025	XTX TOPCO LTD	0.09%	18.75K	324.75K	18.75K	+100.00%
Jun 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.08%	18.5K	320.33K	2.91K	+18.67%
Jun 30, 2025	MIDLAND WEALTH ADVISORS LLC	0.07%	14.27K	247.16K	14.27K	+100.00%
Jun 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.06%	14.14K	244.84K	10.62K	+301.93%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.06%	13.81K	239.21K	-8.53K	-38.18%
Jun 30, 2025		0.24%	51.68K	895.08K	-2.05K	-3.81%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.06%	12.9K	223.43K	12.9K	+100.00%
Jun 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.06%	12.24K	211.98K	0	0
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.05%	11.49K	198.96K	-5.49K	-32.35%
Jun 30, 2025	BLACKROCK, INC.	13.41%	2.92M	50.66M	-40.23K	-1.36%
Jun 30, 2025	BUSEY WEALTH MANAGEMENT	3.48%	759.29K	13.15M	0	0
Jun 30, 2025	LSV ASSET MANAGEMENT	1.67%	365.19K	6.33M	-22.2K	-5.73%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	1.67%	364.07K	6.31M	291.23K	+399.82%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.52%	112.68K	1.95M	26.65K	+30.98%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.46%	101.43K	1.76M	-277	-0.27%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.46%	100.36K	1.74M	41.98K	+71.89%
Jun 30, 2025	IEQ CAPITAL, LLC	0.17%	37.37K	647.16K	20.2K	+117.68%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.17%	36.7K	635.56K	456	+1.26%
Jun 30, 2025	INVESCO LTD.	0.16%	35.7K	618.29K	-5.01K	-12.30%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	35.62K	616.97K	506	+1.44%
Jun 30, 2025	ROYAL BANK OF CANADA	0.04%	9.53K	165K	-2.92K	-23.44%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.03%	7.5K	129K	-124.32K	-94.31%
Jun 30, 2025	FEDERATED HERMES, INC.	0.15%	31.72K	549.37K	6.42K	+25.37%
Jun 30, 2025	STRS OHIO	0.14%	31.2K	540.38K	2.8K	+9.86%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.14%	30.61K	530.16K	-123	-0.40%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.18%	40.02K	693.13K	40.02K	+100.00%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.52%	113.35K	1.96M	6.17K	+5.76%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.21%	45.69K	792K	-12.13K	-20.98%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.18%	39.63K	686.46K	-3.6K	-8.33%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	1.06%	230.72K	4M	21.71K	+10.39%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.91%	199.13K	3.45M	3.15K	+1.61%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.42%	91.1K	1.58M	18.3K	+25.14%
Jun 30, 2025	JPMORGAN CHASE & CO	0.35%	77.09K	1.34M	-41.29K	-34.88%
Jun 30, 2025	BARCLAYS PLC	0.33%	72.48K	1.25M	15.86K	+28.00%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.25%	55.5K	961.26K	40.6K	+272.48%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.25%	54.58K	945.32K	54.58K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	42.8K	741K	4.22K	+10.94%
Jun 30, 2025	BROWN ADVISORY INC	0.19%	42.38K	734.07K	0	0
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.16%	34.46K	596.9K	-27.09K	-44.01%
Jun 30, 2025	HSBC HOLDINGS PLC	0.15%	33.17K	576.76K	5.08K	+18.07%
Jun 30, 2025	RHUMBLINE ADVISERS	0.15%	32.34K	560.17K	1.69K	+5.50%
Jun 30, 2025	CREATIVE PLANNING	0.24%	53.09K	919.54K	32.33K	+155.71%
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.22%	46.98K	813.64K	-1.7K	-3.49%
Jun 30, 2025	UBS GROUP AG	0.21%	46.17K	799.6K	26.19K	+131.13%
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0.2%	43.98K	762K	43.98K	+100.00%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	5.65%	1.23M	21.37M	-35.03K	-2.76%
Jun 30, 2025	CITADEL ADVISORS LLC	0.88%	192.56K	3.34B	77.19K	+66.91%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.74%	162.35K	2.81B	28.29K	+21.10%
Jun 30, 2025	NUVEEN, LLC	0.77%	167.07K	2.89M	-1.52K	-0.90%
Jun 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.24%	51.68K	895.08K	-2.05K	-3.81%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.27%	58.38K	999.53K	-24.97K	-29.96%
Mar 31, 2025	JPMORGAN CHASE & CO	0.55%	118.38K	2.03M	-29.18K	-19.78%
Mar 31, 2025	BLACKROCK, INC.	13.68%	2.97M	50.76M	-38.29K	-1.27%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.25%	54.5K	933.07K	-15.56K	-22.21%
Mar 31, 2025		0.25%	53.73K	919.81K	-153	-0.28%
Mar 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.2%	43.24K	740.22K	43.24K	+100.00%
Mar 31, 2025	SEGALL BRYANT & HAMILL, LLC	0.44%	96.01K	1.64M	96.01K	+100.00%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.47%	101.7K	1.74M	-13.5K	-11.72%
Mar 31, 2025	PALISADES INVESTMENT PARTNERS, LLC	0.48%	102.95K	1.76M	-258	-0.25%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.49%	107.18K	1.83M	17.15K	+19.05%
Mar 31, 2025	BROWN ADVISORY INC	0.2%	42.38K	725.6K	0	0
Mar 31, 2025	Y-INTERCEPT (HONG KONG) LTD	0.18%	38.35K	656.48K	23.77K	+163.04%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.61%	131.82K	2.26M	-51.53K	-28.11%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.78%	169.08K	2.89M	-12.12K	-6.69%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.82%	176.79K	3.03M	8.93K	+5.32%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.62%	134.07K	2.3M	-37.49K	-21.85%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.46%	99.66K	1.71M	13.04K	+15.06%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.28%	61.56K	1.05M	11.14K	+22.08%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.27%	58.5K	1M	2K	+3.55%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.22%	47.68K	816K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	38.58K	660K	38.58K	+100.00%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.81%	391.82K	6.71M	196.56K	+100.66%
Mar 31, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.22%	48.68K	833.35K	-1.91K	-3.78%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.23%	48.92K	838K	2.93K	+6.38%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.34%	72.84K	1.25M	-45.41K	-38.40%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.4%	86.03K	1.47M	11.38K	+15.25%
Mar 31, 2025	CITADEL ADVISORS LLC	0.53%	115.37K	1.98M	24.85K	+27.44%
Mar 31, 2025	LPL FINANCIAL LLC	0.54%	117.51K	2.01M	44.23K	+60.36%
Mar 31, 2025	NORTHERN TRUST CORP	0.88%	190.82K	3.27M	-9.34K	-4.66%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	2.37%	513.14K	8.78M	37.49K	+7.88%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.9%	195.98K	3.36M	-13.27K	-6.34%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.66%	575.8K	9.86M	57.59K	+11.11%
Mar 31, 2025	STATE STREET CORP	2.92%	632.71K	10.83M	2.7K	+0.43%
Mar 31, 2025	BUSEY WEALTH MANAGEMENT	3.5%	759.29K	13M	0	0
Mar 31, 2025	VANGUARD GROUP INC	5.58%	1.21M	20.71M	29.44K	+2.49%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	5.85%	1.27M	21.72M	-52.12K	-3.95%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.24%	52.81K	904.07K	18.06K	+51.98%
Mar 31, 2025	BARCLAYS PLC	0.26%	56.63K	969K	-10.44K	-15.56%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.16%	33.87K	579.91K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	35.12K	601.19K	21.33K	+154.70%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.17%	36.24K	620.41K	-4.31K	-10.63%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.96%	209.01K	3.58M	66.98K	+47.16%
Mar 31, 2025	DANA INVESTMENT ADVISORS, INC.	1.11%	239.84K	4.11M	183.21K	+323.50%
Mar 31, 2025	INVESCO LTD.	0.19%	40.7K	696.85K	-3.26K	-7.41%
Mar 31, 2025	SWISS NATIONAL BANK	0.18%	39.9K	683.09K	0	0
Mar 31, 2025	MORGAN STANLEY	1.19%	258.38K	4.42M	10.84K	+4.38%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.4%	303.64K	5.2M	18.1K	+6.34%
Mar 31, 2025	LSV ASSET MANAGEMENT	1.79%	387.39K	6.63M	-20.5K	-5.03%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.34%	72.8K	1.25M	-21.7K	-22.96%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.1%	23.14K	581K	23.14K	+100.00%
Mar 31, 2024	MARINER, LLC	0.11%	25.14K	631.87K	-404	-1.58%
Mar 31, 2024	HSBC HOLDINGS PLC	0.12%	26K	653.38K	977	+3.90%
Mar 31, 2024	WEDGE CAPITAL MANAGEMENT L L P/NC	0.12%	26.02K	653.78K	6.74K	+34.98%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.12%	27.29K	685.72K	5.84K	+27.23%
Mar 31, 2024	UBS GROUP AG	0.13%	28.4K	713.64K	-8.99K	-24.05%
Mar 31, 2024	VALEO FINANCIAL ADVISORS, LLC	0.14%	30.37K	738.81K	0	0
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.14%	31.81K	799.08K	-24.47K	-43.48%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.15%	32.47K	815.85K	3.43K	+11.82%
Mar 31, 2024	RHUMBLINE ADVISERS	0.15%	32.92K	827.37K	921	+2.88%
Mar 31, 2024	SWISS NATIONAL BANK	0.18%	40.8K	1.03M	0	0
Mar 31, 2024	FEDERATED HERMES, INC.	0.19%	41.01K	1.03M	732	+1.82%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.2%	44.05K	1.11M	44.05K	+100.00%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.22%	47.68K	1.2M	-7	-0.01%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.22%	48K	1.21M	-800	-1.64%
Mar 31, 2024	BROWN ADVISORY INC	0.23%	50K	1.26M	-50K	-50.00%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.26%	57.02K	1.43M	-376	-0.66%
Mar 31, 2024	BARCLAYS PLC	0.26%	57.05K	1.43M	-10.55K	-15.61%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.27%	58.87K	1.48M	-4.04K	-6.42%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.29%	64.86K	1.63M	4.9K	+8.17%
Mar 31, 2024	INVESCO LTD.	0.39%	86.97K	2.19M	31.41K	+56.54%
Mar 31, 2024	JPMORGAN CHASE & CO	0.42%	92.25K	2.32M	14.84K	+19.18%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.42%	92.59K	2.33M	6.37K	+7.39%
Mar 31, 2024	HENNESSY ADVISORS INC	0.43%	95K	2.39M	-15K	-13.64%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.45%	99.33K	2.5M	1.48K	+1.51%
Mar 31, 2024	ACCURATE WEALTH MANAGEMENT, LLC	0.48%	105.29K	2.5M	34.19K	+48.09%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.48%	105.87K	2.66M	-68.22K	-39.19%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.7%	155.26K	3.9M	-3.55K	-2.23%
Mar 31, 2024	MORGAN STANLEY	0.8%	176.05K	4.42M	23.05K	+15.06%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.81%	178.56K	4.49M	4.9K	+2.82%
Mar 31, 2024	NORTHERN TRUST CORP	0.86%	189.91K	4.77M	-3.82K	-1.97%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.9%	198.25K	4.98M	32.25K	+19.43%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.57%	346.54K	8.71M	63.24K	+22.32%
Mar 31, 2024	LSV ASSET MANAGEMENT	2.11%	465.99K	11.71M	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.19%	484.09K	12.17M	13.81K	+2.94%
Mar 31, 2024	STATE STREET CORP	2.6%	575.26K	14.46M	12.89K	+2.29%
Mar 31, 2024	VANGUARD GROUP INC	4.94%	1.09M	27.45M	-46.46K	-4.08%
Mar 31, 2024	BLACKROCK INC.	13.22%	2.92M	73.5M	-134.35K	-4.39%
Mar 31, 2024	BUSEY WEALTH MANAGEMENT	3.43%	759.29K	19.08M	0	0
Mar 31, 2024	MIDLAND WEALTH ADVISORS LLC	3.46%	764.21K	19.2M	707.13K	+1,238.71%
Mar 31, 2024	FJ CAPITAL MANAGEMENT LLC	5.9%	1.31M	32.81M	36.47K	+2.87%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	6.3%	1.39M	35.03M	22.2K	+1.62%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	10.89K	273.77K	0	0
Mar 31, 2024	TRUIST FINANCIAL CORP	0.05%	11.84K	297.54K	0	0
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.06%	12.73K	320K	0	0
Mar 31, 2024	RAFFERTY ASSET MANAGEMENT, LLC	0.06%	13.98K	351.22K	1.6K	+12.93%
Mar 31, 2024	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.07%	14.88K	373.83K	-1.25K	-7.73%
Mar 31, 2024	CAMPBELL & CO INVESTMENT ADVISER LLC	0.1%	22.51K	565.75K	2.11K	+10.34%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.11%	24.61K	618.5K	13.07K	+113.16%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.11%	24.65K	619.53K	12.78K	+107.60%
Mar 31, 2024	TEACHER RETIREMENT SYSTEM OF TEXAS	0.07%	15.17K	381K	1.74K	+12.96%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.07%	16.25K	408.34K	16.25K	+100.00%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.07%	16.54K	415.72M	-186	-1.11%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.08%	18.58K	466.79K	1.53K	+8.99%
Mar 31, 2024	FMR LLC	0.08%	18.64K	468.37K	243	+1.32%
Mar 31, 2024	CITIGROUP INC	0.09%	20.04K	503.48K	5.3K	+35.92%
Mar 31, 2024	CREDIT SUISSE AG/	0.09%	20.04K	503.61K	0	0
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.09%	20.7K	520.24K	7.77K	+60.08%
Mar 31, 2024	STRS OHIO	0.1%	21.8K	547K	-1.4K	-6.03%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.1%	21.99K	552.63K	0	0
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.27%	60.07K	1.51M	-465	-0.77%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.29%	64.66K	1.63M	2.79K	+4.51%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.65%	144.02K	3.62M	11.6K	+8.76%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.9%	198.67K	4.99M	-34.96K	-14.96%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.24%	274.83K	6.91M	166K	+152.53%
Dec 31, 2023	BLACKROCK INC.	13.92%	3.06M	84.31M	101.72K	+3.44%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	6.24%	1.37M	37.81M	37.81K	+2.83%
Dec 31, 2023	HENNESSY ADVISORS INC	0.5%	110K	3.03M	110K	+100.00%
Dec 31, 2023	FJ CAPITAL MANAGEMENT LLC	5.77%	1.27M	34.98M	-48.01K	-3.64%
Dec 31, 2023	VANGUARD GROUP INC	5.18%	1.14M	31.39M	28.04K	+2.52%
Dec 31, 2023	STATE STREET CORP	2.56%	562.37K	15.5M	-19.97K	-3.43%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.14%	470.28K	12.96M	11.89K	+2.59%
Dec 31, 2023	LSV ASSET MANAGEMENT	2.12%	465.99K	12.84M	-27K	-5.48%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	1.29%	283.3K	7.81M	43.95K	+18.36%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.1%	241.45K	6.65M	-22.94K	-8.68%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.06%	233.63K	6.44M	-2.84K	-1.20%
Dec 31, 2023	NORTHERN TRUST CORP	0.88%	193.73K	5.34M	-7.6K	-3.78%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.79%	174.09K	4.8M	-76.51K	-30.53%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.79%	173.66K	4.79M	5.38K	+3.19%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.76%	165.99K	4.57M	595	+0.36%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.72%	158.81K	4.38M	-27.45K	-14.74%
Dec 31, 2023	MORGAN STANLEY	0.7%	153K	4.22M	48.18K	+45.96%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.6%	132.42K	3.65M	132.42K	+100.00%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.39%	86.22K	2.38M	5.72K	+7.11%
Dec 31, 2023	CREDIT SUISSE AG/	0.09%	20.04K	552.3K	257	+1.30%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.45%	97.85K	2.7M	9.8K	+11.13%
Dec 31, 2023	JPMORGAN CHASE & CO	0.35%	77.41K	2.13M	10.29K	+15.33%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.5%	108.83K	3M	-14.6K	-11.83%
Dec 31, 2023	BROWN ADVISORY INC	0.46%	100K	2.76M	0	0
Dec 31, 2023	ACCURATE WEALTH MANAGEMENT, LLC	0.32%	71.1K	1.86M	0	0
Dec 31, 2023	BARCLAYS PLC	0.31%	67.6K	1.86M	17.67K	+35.39%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.29%	62.91K	1.73M	-21.29K	-25.28%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.28%	61.87K	1.71M	-8.22K	-11.73%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.28%	60.54K	1.67M	-261	-0.43%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.27%	59.96K	1.65B	5.38K	+9.85%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.26%	57.4K	1.58M	3.87K	+7.23%
Dec 31, 2023		0.26%	57.09K	1.57M	57.09K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.26%	56.28K	1.55M	4.48K	+8.65%
Dec 31, 2023	INVESCO LTD.	0.25%	55.56K	1.53M	10K	+21.94%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.22%	48.8K	1.34M	-4.9K	-9.12%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.22%	47.68K	1.31M	8	+0.02%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.2%	43.03K	1.19M	5.71K	+15.30%
Dec 31, 2023	SWISS NATIONAL BANK	0.19%	40.8K	1.12M	-4.6K	-10.13%
Dec 31, 2023	FEDERATED HERMES, INC.	0.18%	40.28K	1.11M	14.29K	+54.97%
Dec 31, 2023	UBS GROUP AG	0.17%	37.39K	1.03M	16.26K	+76.93%
Dec 31, 2023	RHUMBLINE ADVISERS	0.15%	32K	882K	-214	-0.66%
Dec 31, 2023	VALEO FINANCIAL ADVISORS, LLC	0.14%	30.37K	836.89K	-9.5K	-23.83%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.13%	29.03K	800.12K	-13.99K	-32.52%
Dec 31, 2023	MARINER, LLC	0.12%	25.55K	704.1K	25.55K	+100.00%
Dec 31, 2023	HSBC HOLDINGS PLC	0.11%	25.02K	695.39K	-1.65K	-6.18%
Dec 31, 2023	STRS OHIO	0.11%	23.2K	639K	-3.7K	-13.75%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.1%	22.26K	613.69K	1.34K	+6.42%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.1%	21.99K	606.07K	-22	-0.10%
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.1%	21.86K	602.32K	-1.37K	-5.89%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.1%	21.45K	591.08K	1.86K	+9.50%
Dec 31, 2023	CAMPBELL & CO INVESTMENT ADVISER LLC	0.09%	20.4K	562.31K	20.4K	+100.00%

Insiders

Among the MSBI insiders holding of 5.49% of the stake in company, FUNDERBURG R. ROBERT JR, director, holds the largest shares of 411.86K. LUDWIG JEFFREY G., President & CEO, is the second largest MSBI insider with ownership of 343.94K shares. SCHULTZ JOHN M, director, stands third with possession of 288.43K shares of that stake.

Insiders	Designation	Shares Held
FUNDERBURG R. ROBERT JR	director	411.86K
LUDWIG JEFFREY G.	President & CEO	343.94K
SCHULTZ JOHN M	director	288.43K
HOLSCHBACH LEON J	director	151.6K
JAMESON JEREMY ANDREW	EVP - Chief Credit Officer	63.41K
SMITH JEFFREY C.	director	34.11K
TUCKER DOUGLAS J.	SVP Corporate Counsel	32.87K
MEFFORD JEFFREY S.	President	30.82K
BINGHAM RICHARD DEAN	director	27.7K
CASEY DANIEL EDWARD	CROF	25.25K
MCDONNELL JEFFREY M	director	24.25K
BRUNOEHLER JEFFREY A.	SVP Credit - CCO	23.51K
MCDANIEL JERRY L.		20K
LEMKE ERIC	Chief Financial Officer	15.85K
MOONEY KYLE OWEN	SVP - Chief Operating Officer	14.21K
ERICKSON STEPHEN A.	Chief Financial Officer	11.13K
CARLSON GERALD JOSEPH	director	4K
SPRING DONALD J.	Chief Accounting Officer	1.6K
SCHULTZ ROBERT F.	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 28, 2026	MOONEY KYLE OWEN	SALE	22.67	2.81K	63.66K	14.21K
Dec 03, 2025	SMITH JEFFREY C.	PURCHASE	17.69	500	8.85K	34.11K
Dec 03, 2025	JAMESON JEREMY ANDREW	PURCHASE	17.69	5.6K	99.03K	63.41K
Dec 03, 2025	CASEY DANIEL EDWARD	PURCHASE	18.26	2K	36.52K	25.25K
Dec 03, 2025	BINGHAM RICHARD DEAN	PURCHASE	17.56	5K	87.8K	27.7K
Feb 07, 2025	CARLSON GERALD JOSEPH	PURCHASE	19.97	2K	39.94K	4K
Jan 30, 2025	CARLSON GERALD JOSEPH	PURCHASE	20.00	1K	20K	2K
Jan 28, 2025	SPRING DONALD J.	PURCHASE	23.75	800	19K	1.6K
Jan 28, 2025	SMITH JEFFREY C.	PURCHASE	18.96	650	12.32K	33.61K
Nov 11, 2024	SPRING DONALD J.	SALE	27.00	431	11.64K	5.44K
Nov 07, 2024	SPRING DONALD J.	SALE	27.52	311	8.56K	5.87K
Nov 06, 2024	SCHULTZ ROBERT F.	SALE	27.00	4.26K	115.08K	0
Nov 05, 2024	SPRING DONALD J.	SALE	24.81	689	17.09K	4.44K
Oct 29, 2024	LUDWIG JEFFREY G.	SALE	24.52	12.75K	312.68K	343.94K
Jun 13, 2024	MCDONNELL JEFFREY M	PURCHASE	21.80	2.29K	49.92K	24.25K
Jun 12, 2024	SPRING DONALD J.	SALE	22.07	6.66K	146.98K	5.35K
Jun 11, 2024	SPRING DONALD J.	SALE	22.00	1.2K	26.34K	12.02K
May 03, 2024	TUCKER DOUGLAS J.	SALE	24.00	3.58K	85.85K	32.87K
Mar 12, 2024	CARLSON GERALD JOSEPH	PURCHASE	24.23	1K	24.23K	1K
Dec 20, 2023	SPRING DONALD J.	SALE	27.97	3.03K	84.78K	13.21K
Dec 13, 2023	SPRING DONALD J.	SALE	25.97	2.35K	61K	13.21K
Nov 10, 2023	SPRING DONALD J.	SALE	22.59	2.05K	46.27K	13.21K
May 16, 2023	TUCKER DOUGLAS J.	PURCHASE	20.35	800	16.28K	4.3K
May 04, 2023	TUCKER DOUGLAS J.	PURCHASE	18.59	500	9.3K	25.95K
May 02, 2023	BINGHAM RICHARD DEAN	PURCHASE	19.15	5.2K	99.58K	22.7K
Apr 28, 2023	MEFFORD JEFFREY S.	SALE	20.21	1.6K	32.34K	30.82K
Mar 31, 2023	MEFFORD JEFFREY S.	SALE	21.33	1.6K	34.12K	29.22K
Mar 14, 2023	SCHULTZ ROBERT F.	PURCHASE	23.55	674	15.87K	4.26K
Mar 13, 2023	SMITH JEFFREY C.	PURCHASE	23.13	330	7.63K	32.11K
Mar 13, 2023	TUCKER DOUGLAS J.	PURCHASE	24.92	800	19.94K	3.5K
Mar 10, 2023	SCHULTZ ROBERT F.	PURCHASE	23.55	45	1.06K	3.59K
Feb 28, 2023	MEFFORD JEFFREY S.	SALE	26.13	1.6K	41.8K	30.82K
Feb 07, 2023	SPRING DONALD J.	PURCHASE	25.85	673	17.4K	800
Feb 06, 2023	SPRING DONALD J.	PURCHASE	25.85	127	3.28K	127
Feb 02, 2023	TUCKER DOUGLAS J.	PURCHASE	25.90	700	18.13K	2.7K
Jan 31, 2023	MEFFORD JEFFREY S.	SALE	25.23	1.6K	40.37K	30.82K
Dec 30, 2022	MEFFORD JEFFREY S.	SALE	26.70	961	25.66K	29.86K
Nov 30, 2022	MEFFORD JEFFREY S.	SALE	26.36	1.6K	42.18K	30.82K
Nov 28, 2022	TUCKER DOUGLAS J.	PURCHASE	25.45	2K	50.9K	2K
Nov 07, 2022	LEMKE ERIC	SALE	27.58	725	19.99K	15.85K
Oct 31, 2022	MEFFORD JEFFREY S.	SALE	28.11	1.6K	44.98K	26.38K
Sep 30, 2022	MEFFORD JEFFREY S.	SALE	23.84	1.6K	38.14K	26.38K
Aug 31, 2022	MEFFORD JEFFREY S.	SALE	25.52	700	17.86K	26.38K
Aug 17, 2022	BINGHAM RICHARD DEAN	PURCHASE	25.00	4K	100K	4K
Aug 17, 2022	MCDANIEL JERRY L.	PURCHASE	25.00	20K	500K	20K
Jul 29, 2022	MEFFORD JEFFREY S.	SALE	26.51	1.6K	42.41K	27.98K
Jun 30, 2022	MEFFORD JEFFREY S.	SALE	24.10	1.6K	38.56K	27.98K
Jun 10, 2022	SMITH JEFFREY C.	PURCHASE	24.80	853	21.15K	32.96K
Jun 06, 2022	MEFFORD JEFFREY S.	SALE	26.25	1.6K	42K	26.38K
May 20, 2022	MCDANIEL JERRY L.	PURCHASE	24.77	2.5K	61.92K	7.5K
May 13, 2022	MCDANIEL JERRY L.	PURCHASE	25.36	5K	126.81K	5K
May 12, 2022	MEFFORD JEFFREY S.	SALE	25.15	532	13.38K	27.98K
Feb 18, 2022	MEFFORD JEFFREY S.	SALE	29.81	6.6K	196.81K	28.51K
Feb 01, 2022	MEFFORD JEFFREY S.	SALE	28.53	12.18K	347.5K	35.11K
Dec 28, 2021	MEFFORD JEFFREY S.	SALE	25.14	12.18K	306.18K	47.29K
Dec 13, 2021	TUCKER DOUGLAS J.	PURCHASE	23.80	2K	47.6K	23.82K
Nov 16, 2021	BRUNOEHLER JEFFREY A.	SALE	25.38	514	13.05K	23.51K
Nov 10, 2021	BRUNOEHLER JEFFREY A.	SALE	25.66	693	17.78K	24.23K
Nov 09, 2021	BRUNOEHLER JEFFREY A.	SALE	25.53	1.36K	34.77K	24.93K
Sep 14, 2021	SMITH JEFFREY C.	PURCHASE	23.81	330	7.86K	31.78K
May 05, 2021	LEMKE ERIC	SALE	28.74	472	13.57K	9.13K
Mar 12, 2021	BRUNOEHLER JEFFREY A.	SALE	30.00	5.15K	154.62K	43.09K
Mar 12, 2021	TUCKER DOUGLAS J.	SALE	30.00	3.58K	107.28K	13.62K
Mar 11, 2021	BRUNOEHLER JEFFREY A.	SALE	29.08	4.83K	140.42K	43.09K
Mar 08, 2021	SPRING DONALD J.	SALE	28.90	1.66K	47.92K	10.77K
Mar 05, 2021	TUCKER DOUGLAS J.	SALE	27.03	5K	135.15K	17.19K
Mar 04, 2021	SPRING DONALD J.	SALE	26.88	1.5K	40.31K	12.42K
Feb 22, 2021	TUCKER DOUGLAS J.	SALE	22.79	2K	45.58K	22.19K
Feb 17, 2021	TUCKER DOUGLAS J.	SALE	21.50	1K	21.5K	24.19K
Nov 24, 2020	LUDWIG JEFFREY G.	SALE	18.97	5K	94.85K	210.55K
Oct 28, 2020	MEFFORD JEFFREY S.	SALE	14.35	4.1K	58.79K	45.1K
Aug 20, 2020	SPRING DONALD J.	PURCHASE	14.42	300	4.33K	11.91K
Aug 04, 2020	SPRING DONALD J.	PURCHASE	13.94	150	2.09K	11.61K
Jul 10, 2020	TUCKER DOUGLAS J.	PURCHASE	13.00	2K	26K	20.92K
Jun 24, 2020	TUCKER DOUGLAS J.	PURCHASE	14.00	2K	28K	18.92K
Jun 15, 2020	TUCKER DOUGLAS J.	PURCHASE	14.50	4K	58K	16.92K
Jun 15, 2020	MCDONNELL JEFFREY M	PURCHASE	14.45	3.46K	50K	21.96K
May 13, 2020	MCDONNELL JEFFREY M	PURCHASE	13.88	3.5K	48.56K	18.5K
May 06, 2020	LUDWIG JEFFREY G.	PURCHASE	14.94	5K	74.72K	199.16K
Apr 28, 2020	SCHULTZ JOHN M	PURCHASE	15.51	5K	77.56K	288.43K
Mar 17, 2020	MCDONNELL JEFFREY M	PURCHASE	16.66	2.95K	49.14K	15K
Mar 06, 2020	MCDONNELL JEFFREY M	PURCHASE	22.81	4.3K	98.09K	12.05K
Jan 02, 2020	HOLSCHBACH LEON J	SALE	28.65	9.5K	272.18K	151.6K
Dec 13, 2019	MCDANIEL JERRY L.	SALE	28.37	10K	283.68K	80K
Dec 12, 2019	MCDANIEL JERRY L.	SALE	28.58	10K	285.8K	90K
Dec 12, 2019	TUCKER DOUGLAS J.	SALE	28.54	15K	428.1K	12.92K
Dec 11, 2019	MCDANIEL JERRY L.	SALE	28.36	4.93K	139.87K	35.05K
Dec 11, 2019	TUCKER DOUGLAS J.	SALE	28.48	3.1K	88.37K	27.92K
Dec 10, 2019	MCDANIEL JERRY L.	SALE	28.50	68	1.94K	39.98K
Dec 09, 2019	TUCKER DOUGLAS J.	SALE	28.42	2.55K	72.52K	31.03K
Dec 02, 2019	HOLSCHBACH LEON J	SALE	28.01	9.5K	266.05K	151.6K
Nov 18, 2019	TUCKER DOUGLAS J.	SALE	28.00	40K	1.12M	33.58K
Nov 11, 2019	TUCKER DOUGLAS J.	SALE	27.94	5.9K	164.84K	28.18K
Nov 07, 2019	HOLSCHBACH LEON J	SALE	28.00	10.23K	286.55K	151.6K
Nov 05, 2019	MCDANIEL JERRY L.	SALE	27.63	10K	276.26K	40.05K
Oct 29, 2019	MCDANIEL JERRY L.	SALE	26.86	10K	268.61K	13K
Oct 21, 2019	HOLSCHBACH LEON J	SALE	26.59	8.77K	233.09K	151.6K
Sep 11, 2019	HOLSCHBACH LEON J	SALE	26.59	5.49K	145.87K	151.6K
Sep 10, 2019	MCDANIEL JERRY L.	SALE	26.21	7K	183.48K	0
Sep 05, 2019	HOLSCHBACH LEON J	SALE	26.00	1.99K	51.79K	151.6K
Aug 02, 2019	ERICKSON STEPHEN A.	SALE	26.01	3.5K	91.02K	11.13K
Aug 01, 2019	HOLSCHBACH LEON J	SALE	26.74	9.5K	254.05K	151.6K
Jul 30, 2019	TUCKER DOUGLAS J.	SALE	27.02	5.42K	146.55K	28.89K
Jul 29, 2019	BRUNOEHLER JEFFREY A.	SALE	27.00	22.18K	598.81K	35.68K
Jul 01, 2019	HOLSCHBACH LEON J	SALE	26.67	9.5K	253.36K	151.6K
Jun 04, 2019	HOLSCHBACH LEON J	SALE	25.20	9.5K	239.4K	151.6K
May 03, 2019	FUNDERBURG R. ROBERT JR	SALE	27.06	13.41K	362.87K	411.86K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE13.1K4

SALES2.81K1

NET SHARES10.29K3

SHARES HELD164.68K5

% NET SHARES-93.75%-40%

Frequently Asked Questions