How many institutions own MYFW 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 MYFW shares is 133, representing 68.3% of the company's common stock.

Who are the major shareholders selling First Western Financial, Inc. stock?

STERLING CAPITAL MANAGEMENT LLC, in the last quarter, reduced its stake in MYFW by -39.94% restricting it's holding to 197 shares of worth nearly $4.84K. BOOTHBAY FUND MANAGEMENT, LLC also lessened -27.18% of the MYFW shares from its portfolio, reducing its holding to 112.99 thousand shares of worth $2.78M. PERSISTENT ASSET PARTNERS LTD also shunned MYFW shares holding by -8.34% last quarter which brought its holding to 34.52 thousand shares worth $848.50K.

Investors who are buying MYFW stock?

As per its latest 13F filing, HARBOR CAPITAL ADVISORS, INC. increased its stake in MYFW by 32.52% in the last quarter. The institutional holder raised its holding to 163 shares having worth more than $4.00K. CITIGROUP INC also added 113.83% more shares of MYFW to its portfolio, raising its holding to 402 shares of worth $9.88K. ALLIANCEBERNSTEIN L.P. also increased its MYFW shares holding by 1.42% which brought its holding to 206.93 thousand shares worth $5.55M.

MYFW's major insiders: who are they?

The insider with the most stakes in MYFW is Wylie Scott C , CHAIRMAN, CEO AND PRESIDENT at the company. Additionally, MYFW stock is highly held by director SIPF ERIC D and director Latimer Luke A among others.

Did an insider recently sell MYFW stock?

Company executives, directors, and other insiders own 15.25% percent of First Western Financial, Inc.'s stock. Within the last six months, there have been 8 transaction(s) in which MYFW insiders have sold stock, totaling 24.4K shares. Insiders that have sold shares include WYLIE SCOTT C, MITCHELL SCOTT C, and DUNCAN DAVID R.

Which insider recently purchased MYFW stock?

There have been 0 transaction(s) during the past 6-months in which First Western Financial, Inc. insiders have bought stock, totalling 0 shares

How much of MYFW does insiders own?

Around 2.28M First Western Financial, Inc. shares are held by insiders, which represents about 15.25% of MYFW stock.

Who is the insider with the largest stake?

MYFW CHAIRMAN, CEO AND PRESIDENT, Wylie Scott C holds the largest portfolio of the company's shares. MYFW shares owned by Wylie total nearly 750.31 thousand.

Which institution holds the most shares in MYFW?

HARBOR CAPITAL ADVISORS, INC. is the largest institutional owner in MYFW which holds 163 shares worth $4.00K or 0% of the total MYFW shares outstanding followed by STERLING CAPITAL MANAGEMENT LLC with ownership of 197 shares representing 0% of the MYFW ownership. CITIGROUP INC is the third largest stakeholder with 402 shares or 0% of the ownership worth more than $9.88K.

Is First Western Financial, 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 MYFW is concerned, it is a stock which is not optionable.

Is there a short position on MYFW's shares?

Number of MYFW shares short is 105.86K. 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 MYFW shares are there?

As of today, 9.73M shares of MYFW are outstanding.

Is there many float in MYFW 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, MYFW has 7.81M shares in float.

MYFW 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 MYFW is 4.16.

First Western Financial (MYFW) 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

OptionableNo

Short Percent Of Outstanding Shares1.09

Short Percent Of Float1.28

Shares Outstanding9.73M

Shares Float7.81M

Shares Short105.86K

Short Ratio4.16

1.28%

Short % of Float

1.09%

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

15.25% Percentage of Shares held by All Insiders

68.3% Percentage of Shares held by All Institutions

80.59% Percentage of Float held by Institutions

133

Number of Institutions Holding Shares

Institutional Ownership

About 68.3% of MYFW shares are held by financial institutions. HARBOR CAPITAL ADVISORS, INC. is the top corporate investor, holding 163 shares valued at $4.00K. A 0% stake in First Western Financial, Inc. is owned by the company. STERLING CAPITAL MANAGEMENT LLC owns 197 shares valued at $4.84K, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	HARBOR CAPITAL ADVISORS, INC.	0%	163	4K	40	+32.52%
Mar 31, 2026	STERLING CAPITAL MANAGEMENT LLC	0%	197	4.84K	-131	-39.94%
Mar 31, 2026	CITIGROUP INC	0%	402	9.88K	214	+113.83%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	2.14%	206.93K	5.55M	2.9K	+1.42%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	575	2.31K	527	+1,097.92%
Mar 31, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	592	14.55K	0	0
Mar 31, 2026	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.01%	696	17K	220	+46.22%
Mar 31, 2026	ACADIAN ASSET MANAGEMENT LLC	1.07%	103.68K	2.55M	0	0
Mar 31, 2026	BOOTHBAY FUND MANAGEMENT, LLC	1.17%	112.99K	2.78M	-42.18K	-27.18%
Mar 31, 2026	STATE STREET CORP	1.34%	129.32K	3.18M	908	+0.71%
Mar 31, 2026	CWM, LLC	0.01%	719	17.67K	32	+4.66%
Mar 31, 2026	PERSISTENT ASSET PARTNERS LTD	0.36%	34.52K	848.5K	-3.14K	-8.34%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.01%	751	18.46K	-59	-7.28%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	841	20.67K	0	0
Mar 31, 2026	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.07K	26.25K	0	0
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.02%	1.75K	43.04K	-74	-4.05%
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.03%	2.69K	66.1K	2.69K	+100.00%
Mar 31, 2026	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	2.79K	68.68K	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0.03%	3.37K	83.42K	-813	-19.46%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.04%	4.14K	101.66K	-6.47K	-61.00%
Mar 31, 2026	MORGAN STANLEY	0.28%	27.4K	673.57K	-7.91K	-22.39%
Mar 31, 2026	BILTMORE FAMILY OFFICE, LLC	0.47%	45.32K	1.11M	0	0
Mar 31, 2026	SIPPICAN CAPITAL ADVISORS	0.48%	46.48K	1.14M	-1.35K	-2.82%
Mar 31, 2026	ROUND ROCK ADVISORS, LLC	0.49%	47.43K	1.17M	6.35K	+15.46%
Mar 31, 2026	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.54%	51.94K	1.28M	0	0
Mar 31, 2026	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	4.62K	113.56K	0	0
Mar 31, 2026	LOS ANGELES CAPITAL MANAGEMENT LLC	0.07%	6.75K	166.01K	-9.64K	-58.80%
Mar 31, 2026	ALGEBRIS (UK) LTD	3.56%	344.05K	8.44M	3.24K	+0.95%
Mar 31, 2026	BLACKROCK, INC.	5.14%	496.36K	12.2M	-7.43K	-1.47%
Mar 31, 2026	RMB CAPITAL MANAGEMENT, LLC	2.04%	197.06K	4.84M	0	0
Mar 31, 2026	WELLINGTON MANAGEMENT GROUP LLP	5.39%	520.33K	12.79M	277.65K	+114.41%
Mar 31, 2026	NORTH REEF CAPITAL MANAGEMENT LP	7.42%	716.61K	17.61M	30.66K	+4.47%
Mar 31, 2026	DEUTSCHE BANK AG\	0.07%	7.2K	176.93K	-318	-4.23%
Mar 31, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.09%	8.42K	207.04K	-1.68K	-16.65%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.1%	9.37K	230.39K	9.37K	+100.00%
Mar 31, 2026	RHUMBLINE ADVISERS	0.1%	10.03K	246.53K	73	+0.73%
Mar 31, 2026	BANC FUNDS CO LLC	3.61%	348.4K	8.56M	2.31K	+0.67%
Mar 31, 2026	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.36%	131.16K	3.22M	360	+0.28%
Mar 31, 2026	DIAMOND HILL CAPITAL MANAGEMENT INC	1.66%	159.83K	3.93M	1.19K	+0.75%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	1.85%	179.04K	4.4M	-1.17K	-0.65%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.53%	51.13K	1.26M	51.13K	+100.00%
Mar 31, 2026	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.57%	55.11K	1.35M	0	0
Mar 31, 2026	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.57%	248.2K	6.1M	-22.75K	-8.40%
Mar 31, 2026	MENDON CAPITAL ADVISORS CORP	2.62%	253.34K	6.23M	0	0
Mar 31, 2026	JACOBS ASSET MANAGEMENT, LLC	2.67%	257.82K	6.34M	-9.92K	-3.71%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	2.71%	261.73K	6.43M	6.44K	+2.52%
Mar 31, 2026	NORTHERN TRUST CORP	0.6%	57.95K	1.42M	2.46K	+4.43%
Mar 31, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.87%	83.85K	2.06M	3.13K	+3.88%
Mar 31, 2026	PMC FIG OPPORTUNITIES LLC	0.91%	87.49K	2.15M	-19.68K	-18.36%
Mar 31, 2026	FIRST WESTERN TRUST BANK	1.02%	98.23K	2.41M	6.75K	+7.38%
Mar 31, 2026	LIDO ADVISORS, LLC	0.14%	13.08K	321.48K	-846	-6.08%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.15%	14.06K	345.62K	844	+6.39%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	0.15%	14.08K	346.04K	0	0
Mar 31, 2026	ELCO MANAGEMENT CO., LLC	0.15%	14.75K	362.46K	0	0
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.19%	18.1K	444.9K	-22.7K	-55.64%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.2%	19K	467.02K	0	0
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.2%	19.16K	470.9K	-1.2K	-5.90%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.21%	20.7K	508.81K	-1.92K	-8.48%
Mar 31, 2026	STRS OHIO	0.22%	21.6K	530.93K	0	0
Mar 31, 2026	NUVEEN, LLC	0.25%	24.27K	596.61K	171	+0.71%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.26%	25K	614.5K	0	0
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.29%	27.91K	686.08K	-222	-0.79%
Mar 31, 2026		0.5%	48.52K	1.19M	48.52K	+100.00%
Mar 31, 2026	BREVAN HOWARD CAPITAL MANAGEMENT LP	1.04%	100K	2.46M	31.8K	+46.62%
Mar 31, 2026	SEI INVESTMENTS CO	1.02%	98.73K	2.43M	50.27K	+103.73%
Mar 31, 2026	UBS GROUP AG	0.3%	28.86K	709.38K	23.44K	+432.77%
Mar 31, 2026	SUMMERHAVEN INVESTMENT MANAGEMENT, LLC	0.33%	31.39K	771.44K	-4.17K	-11.72%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.35%	33.77K	830.09K	5.89K	+21.10%
Mar 31, 2026	EMPOWERED FUNDS, LLC	0.38%	36.47K	896.38K	3.13K	+9.40%
Mar 31, 2026	TIETON CAPITAL MANAGEMENT, LLC	1.97%	190.09K	4.67M	6.48K	+3.53%
Mar 31, 2026	GAMMA INVESTING LLC	0%	111	2.73K	19	+20.65%
Dec 31, 2025	STRS OHIO	0.22%	21.6K	579.1K	-1K	-4.42%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	25K	670.25K	0	0
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.29%	27.89K	747.62K	1.73K	+6.60%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.29%	28.13K	754.27K	-947	-3.26%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.42%	40.8K	1.09M	-21.5K	-34.51%
Dec 31, 2025	ROUND ROCK ADVISORS, LLC	0.43%	41.08K	1.1M	22.87K	+125.60%
Dec 31, 2025	LEVIN CAPITAL STRATEGIES, L.P.	0.45%	43.43K	1.16M	43.43K	+100.00%
Dec 31, 2025	BILTMORE FAMILY OFFICE, LLC	0.47%	45.32K	1.21M	0	0
Dec 31, 2025	SIPPICAN CAPITAL ADVISORS	0.5%	47.83K	1.28M	0	0
Dec 31, 2025	MARSHALL WACE, LLP	0.5%	47.87K	1.28M	-37.52K	-43.94%
Dec 31, 2025	SEI INVESTMENTS CO	0.5%	48.46K	1.3M	48.46K	+100.00%
Dec 31, 2025	STATE STREET CORP	1.33%	128.41K	3.44M	113	+0.09%
Dec 31, 2025	BLACKROCK, INC.	5.22%	503.79K	13.51M	8.9K	+1.80%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	1.83K	48.93K	194	+11.89%
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	2.79K	74.91K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.04%	4.18K	112.01K	-3.17K	-43.16%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	4.62K	123.86K	0	0
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.01%	810	21.72K	0	0
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.07K	28.63K	0	0
Dec 31, 2025	UBS GROUP AG	0.06%	5.42K	145.23K	-476	-8.08%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.35%	33.34K	893.71K	2.96K	+9.74%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.2%	19K	509.39K	0	0
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.23%	21.85K	585.66K	5.87K	+36.76%
Dec 31, 2025	PERSISTENT ASSET PARTNERS LTD	0.39%	37.66K	1.01M	-948	-2.46%
Dec 31, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.71%	68.21K	1.83M	68.21K	+100.00%
Dec 31, 2025	TIETON CAPITAL MANAGEMENT, LLC	1.9%	183.61K	4.92M	1.74K	+0.95%
Dec 31, 2025	RMB CAPITAL MANAGEMENT, LLC	2.04%	197.06K	5.28M	0	0
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.64%	255.29K	6.84M	5.22K	+2.09%
Dec 31, 2025	JACOBS ASSET MANAGEMENT, LLC	2.77%	267.74K	7.18M	-47.22K	-14.99%
Dec 31, 2025	ALGEBRIS (UK) LTD	3.53%	340.81K	9.14M	25.36K	+8.04%
Dec 31, 2025	BANC FUNDS CO LLC	3.58%	346.09K	9.28M	-68.54K	-16.53%
Dec 31, 2025	NORTHERN TRUST CORP	0.57%	55.49K	1.49M	-6.52K	-10.51%
Dec 31, 2025	PMC FIG OPPORTUNITIES LLC	1.11%	107.16K	2.87M	-12.95K	-10.78%
Dec 31, 2025	BOOTHBAY FUND MANAGEMENT, LLC	1.61%	155.18K	4.16M	-1.11K	-0.71%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	2.11%	204.03K	5.47M	4.54K	+2.28%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.51%	242.68K	6.51M	131.96K	+119.17%
Dec 31, 2025	MENDON CAPITAL ADVISORS CORP	2.62%	253.34K	6.79M	0	0
Dec 31, 2025	NORTH REEF CAPITAL MANAGEMENT LP	7.1%	685.95K	18.39M	68.13K	+11.03%
Dec 31, 2025	CWM, LLC	0.01%	687	18K	32	+4.89%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.23%	22.62K	606.39K	-1.4K	-5.83%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.32%	30.76K	824.54K	-8.21K	-21.07%
Dec 31, 2025	PERMANENT CAPITAL MANAGEMENT, LP	0.22%	21K	563.01K	21K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.37%	35.31K	946.66K	-1.01K	-2.78%
Dec 31, 2025	SUMMERHAVEN INVESTMENT MANAGEMENT, LLC	0.37%	35.55K	953.15K	0	0
Dec 31, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.57%	55.11K	1.48M	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.79%	76.05K	3.7M	75.84K	+36,113.33%
Dec 31, 2025	FIRST WESTERN TRUST BANK	0.95%	91.48K	2.45M	-18.02K	-16.46%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	1.07%	103.68K	2.78M	9.65K	+10.27%
Dec 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.35%	130.8K	3.51M	0	0
Dec 31, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	1.64%	158.64K	4.25M	5.26K	+3.43%
Dec 31, 2025	BARCLAYS PLC	0.23%	21.79K	584.14K	1.24K	+6.06%
Dec 31, 2025	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.54%	51.94K	1.39M	0	0
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.84%	80.72K	2.16M	2.96K	+3.81%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.87%	180.21K	4.83M	-215	-0.12%
Dec 31, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.81%	270.95K	7.26M	-40.56K	-13.02%
Dec 31, 2025	VANGUARD GROUP INC	4.72%	455.6K	12.21M	28.17K	+6.59%
Dec 31, 2025	DEUTSCHE BANK AG\	0.08%	7.52K	201.5K	0	0
Dec 31, 2025	R SQUARED LTD	0.08%	7.74K	207.59K	7.74K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.08%	7.85K	210.49M	7.85K	+100.00%
Dec 31, 2025	RHUMBLINE ADVISERS	0.1%	9.96K	266.94M	-1.59K	-13.78%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.1%	10.11K	270.94K	-4.85K	-32.42%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.11%	10.61K	284.32K	3.3K	+45.15%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.11%	10.88K	291.56M	3.33K	+44.10%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.14%	13.22K	354.35K	1.2K	+9.97%
Dec 31, 2025	LIDO ADVISORS, LLC	0.14%	13.93K	320.62K	0	0
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.15%	14.08K	377.43K	0	0
Dec 31, 2025	ELCO MANAGEMENT CO., LLC	0.15%	14.75K	395.34K	0	0
Dec 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.17%	16.39K	371.47K	-4.27K	-20.66%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.21%	20.36K	545.85K	1.4K	+7.41%
Dec 31, 2025	NUVEEN, LLC	0.25%	24.1K	646.15K	0	0
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.41%	39.32K	905.34K	39.32K	+100.00%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.35%	130.8K	3.01M	130.8K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	24.02K	553.01K	0	0
Sep 30, 2025	FIRST WESTERN TRUST BANK	1.13%	109.5K	2.52M	-3.16K	-2.81%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.21%	20.66K	475.74K	-12.82K	-38.29%
Sep 30, 2025	BARCLAYS PLC	0.21%	20.54K	473.03K	-2.41K	-10.51%
Sep 30, 2025	RHUMBLINE ADVISERS	0.12%	11.55K	265.88K	-1.56K	-11.93%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.09%	8.9K	204.88K	8.9K	+100.00%
Sep 30, 2025	DEUTSCHE BANK AG\	0.08%	7.52K	173.09K	7.52K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.08%	7.35K	169.23K	1.56K	+26.83%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.08%	7.31K	168.22K	955	+15.04%
Sep 30, 2025	UBS GROUP AG	0.06%	5.89K	135.69K	-12.6K	-68.13%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	4.62K	106.38K	0	0
Sep 30, 2025	FMR LLC	0.03%	2.96K	68.15K	-184	-5.85%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	2.79K	64.33K	1.45K	+107.73%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	1.63K	37.55K	441	+37.06%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.07K	24.59K	1K	+1,470.59%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	841	19.36K	841	+100.00%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.01%	810	18.65K	0	0
Sep 30, 2025	CWM, LLC	0.01%	655	15K	292	+80.44%
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	592	13.63K	0	0
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	377	8.68K	208	+123.08%
Sep 30, 2025	CITIGROUP INC	0%	325	7.48K	-2.65K	-89.06%
Sep 30, 2025	AMALGAMATED BANK	0%	274	6K	0	0
Sep 30, 2025	OPTIVER HOLDING B.V.	0%	142	3.27K	142	+100.00%
Sep 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0%	125	3K	5	+4.17%
Sep 30, 2025	NORTH REEF CAPITAL MANAGEMENT LP	6.36%	617.82K	14.23M	72.1K	+13.21%
Sep 30, 2025	BLACKROCK, INC.	5.1%	494.89K	11.39M	-13.51K	-2.66%
Sep 30, 2025	VANGUARD GROUP INC	4.4%	427.43K	9.84M	-6.03K	-1.39%
Sep 30, 2025	BANC FUNDS CO LLC	4.27%	414.63K	9.55M	-75.89K	-15.47%
Sep 30, 2025	MENDON CAPITAL ADVISORS CORP	2.61%	253.34K	5.83M	-27.19K	-9.69%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	2.05%	199.48K	4.59M	-157.98K	-44.19%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	2.03%	197.06K	4.54M	0	0
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.86%	180.43K	4.15M	-1.28K	-0.71%
Sep 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	1.61%	156.28K	3.6M	57.57K	+58.31%
Sep 30, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	1.58%	153.38K	3.53M	-4.04K	-2.56%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	25K	575.63K	0	0
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.16%	15.97K	367.78K	6.89K	+75.93%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.58%	250.08K	5.76M	12.73K	+5.36%
Sep 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	3.21%	311.5K	7.17M	-3.24K	-1.03%
Sep 30, 2025	JACOBS ASSET MANAGEMENT, LLC	3.24%	314.96K	7.25M	-25.04K	-7.37%
Sep 30, 2025	ALGEBRIS (UK) LTD	3.25%	315.45K	7.26M	315.45K	+100.00%
Sep 30, 2025	ELCO MANAGEMENT CO., LLC	0.15%	14.75K	339.53K	-3.63K	-19.74%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.2%	18.96K	436.46K	1.2K	+6.78%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.27%	26.16K	602.31K	3.01K	+12.98%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.3%	29.08K	669.59K	29.08K	+100.00%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.31%	30.38K	699.41K	3.33K	+12.29%
Sep 30, 2025	MORGAN STANLEY	0.37%	36.32K	836.27K	8.35K	+29.83%
Sep 30, 2025	PERSISTENT ASSET PARTNERS LTD	0.4%	38.61K	888.93K	15.2K	+64.94%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.4%	38.97K	897.19K	38.97K	+100.00%
Sep 30, 2025	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.54%	51.94K	1.2M	0	0
Sep 30, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.57%	55.11K	1.27M	-163	-0.29%
Sep 30, 2025	NORTHERN TRUST CORP	0.64%	62.01K	1.43M	254	+0.41%
Sep 30, 2025	MARSHALL WACE, LLP	0.88%	85.4K	1.97M	-11.84K	-12.17%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.97%	94.03K	2.16M	22.39K	+31.25%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.14%	110.73K	2.55M	110.73K	+100.00%
Sep 30, 2025	TIETON CAPITAL MANAGEMENT, LLC	1.87%	181.88K	4.19M	2.54K	+1.41%
Sep 30, 2025	STATE STREET CORP	1.32%	128.3K	2.95M	4.43K	+3.58%
Sep 30, 2025	PMC FIG OPPORTUNITIES LLC	1.24%	120.11K	2.77M	52.23K	+76.95%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.8%	77.76K	1.79M	-4.78K	-5.79%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.64%	62.3K	1.43M	-12.5K	-16.71%
Sep 30, 2025	SIPPICAN CAPITAL ADVISORS	0.49%	47.83K	1.1M	2.73K	+6.04%
Sep 30, 2025	BILTMORE FAMILY OFFICE, LLC	0.47%	45.32K	1.04M	0	0
Sep 30, 2025	SUMMERHAVEN INVESTMENT MANAGEMENT, LLC	0.37%	35.55K	818.59K	35.55K	+100.00%
Sep 30, 2025	NUVEEN, LLC	0.25%	24.1K	554.93K	-8.15K	-25.27%
Sep 30, 2025	STRS OHIO	0.23%	22.6K	520.37K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.2%	19K	437.48K	19K	+100.00%
Sep 30, 2025	ROUND ROCK ADVISORS, LLC	0.19%	18.21K	413K	18.21K	+100.00%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.15%	14.96K	344.34K	-868	-5.49%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.15%	14.08K	324.15K	14.08K	+100.00%
Jun 30, 2025	BANC FUNDS CO LLC	5.05%	490.52K	11.07M	-145.66K	-22.90%
Jun 30, 2025	NORTH REEF CAPITAL MANAGEMENT LP	5.62%	545.72K	12.31M	166.54K	+43.92%
Jun 30, 2025	BILTMORE FAMILY OFFICE, LLC	0.47%	45.32K	1.02M	0	0
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.16%	15.82K	356.97K	15.82K	+100.00%
Jun 30, 2025	QUADRATURE CAPITAL LTD	0.1%	9.68K	218.52K	9.68K	+100.00%
Jun 30, 2025	GAMMA INVESTING LLC	0%	92	2.08K	92	+100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	51	1.15K	46	+920.00%
Jun 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0%	12	271	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	5	113	0	0
Jun 30, 2025	TRUE WEALTH DESIGN, LLC	0%	4	91	-5	-55.56%
Jun 30, 2025	HSBC HOLDINGS PLC	0%	0	-	-10.66K	-100.00%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	0	-	-84	-100.00%
Jun 30, 2025	COREBRIDGE FINANCIAL, INC.	0%	0	-	-3.97K	-100.00%
Jun 30, 2025	LIDO ADVISORS, LLC	0.14%	13.92K	314.13K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.12%	11.72K	265K	4.72K	+67.45%
Jun 30, 2025	MENDON CAPITAL ADVISORS CORP	2.89%	280.52K	6.33M	23.32K	+9.07%
Jun 30, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.57%	55.28K	1.25M	-911	-1.62%
Jun 30, 2025	WASATCH ADVISORS LP	0%	0	-	-250.68K	-100.00%
Jun 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	3.24%	314.74K	7.1M	104.26K	+49.54%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.44%	237.35K	5.35M	36.03K	+17.89%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.87%	181.71K	4.1M	6.43K	+3.67%
Jun 30, 2025	STATE STREET CORP	1.28%	123.87K	2.79M	15.45K	+14.25%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.85%	82.53K	1.86M	2.29K	+2.85%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.77%	74.8K	1.69M	74.8K	+100.00%
Jun 30, 2025	NORTHERN TRUST CORP	0.64%	61.76K	1.39M	673	+1.10%
Jun 30, 2025	CITADEL ADVISORS LLC	0.61%	58.94K	1.33M	36.25K	+159.72%
Jun 30, 2025	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.54%	51.94K	1.17M	0	0
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.4%	38.82K	875.87K	38.82K	+100.00%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.34%	33.48K	755.33K	33.48K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.29%	27.97K	631.09K	6.89K	+32.68%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	24.02K	541.85K	1.46K	+6.49%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.24%	23.15K	522.33K	-13.1K	-36.14%
Jun 30, 2025	BARCLAYS PLC	0.24%	22.96K	519K	5.49K	+31.45%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	3.68%	357.46K	8.06M	-12.1K	-3.27%
Jun 30, 2025	TIETON CAPITAL MANAGEMENT, LLC	1.85%	179.34K	4.05M	-1.24K	-0.68%
Jun 30, 2025	MARSHALL WACE, LLP	1%	97.23K	2.19M	97.23K	+100.00%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.09%	9.08K	204.82K	9.08K	+100.00%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	4.72K	106.39K	-234	-4.73%
Jun 30, 2025	FMR LLC	0.03%	3.14K	70.93M	12	+0.38%
Jun 30, 2025	RHINO INVESTMENT PARTNERS, INC	0.03%	2.81K	63.37K	-222.9K	-98.76%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	1.19K	26.85M	367	+44.59%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	578	13.04M	0	0
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	169	3.81K	63	+59.43%
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0%	120	3K	3	+2.56%
Jun 30, 2025	POINT72 (DIFC) LTD	0%	80	1.8K	80	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	8	181	8	+100.00%
Jun 30, 2025	BLACKROCK, INC.	5.24%	508.4K	11.47M	-10.51K	-2.03%
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	2.03%	197.06K	4.45M	400	+0.20%
Jun 30, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	1.89%	183.11K	4.13M	-13.39K	-6.81%
Jun 30, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	1.62%	157.41K	3.55M	-1.13K	-0.71%
Jun 30, 2025	FIRST WESTERN TRUST BANK	1.16%	112.67K	2.54M	495	+0.44%
Jun 30, 2025	STRS OHIO	0.23%	22.6K	509.86K	-2.3K	-9.24%
Jun 30, 2025	UBS GROUP AG	0.19%	18.49K	417.16K	4.33K	+30.59%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.11%	10.87K	245.32K	10.87K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.11%	10.85K	244.84K	10.85K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	10.8K	243.74K	-495	-4.38%
Jun 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	1.02%	98.72K	2.23M	5.17K	+5.52%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.74%	71.64K	1.62M	31.01K	+76.34%
Jun 30, 2025	VANGUARD GROUP INC	4.46%	433.45K	9.78M	31.96K	+7.96%
Jun 30, 2025	COLORADO CAPITAL MANAGEMENT, INC.	0.41%	39.74K	897K	39.74K	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.18%	17.75K	400.51K	-911	-4.88%
Jun 30, 2025	JACOBS ASSET MANAGEMENT, LLC	3.5%	340K	7.67M	14.82K	+4.56%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.28%	27.05K	610.27K	2.29K	+9.24%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	25K	564K	0	0
Jun 30, 2025	ELCO MANAGEMENT CO., LLC	0.19%	18.37K	414.47K	0	0
Jun 30, 2025		0.24%	23.41K	528.04K	6.02K	+34.64%
Jun 30, 2025	SIPPICAN CAPITAL ADVISORS	0.46%	45.1K	1.02M	5.03K	+12.55%
Jun 30, 2025	RHUMBLINE ADVISERS	0.14%	13.11K	295.8K	415	+3.27%
Jun 30, 2025	PMC FIG OPPORTUNITIES LLC	0.7%	67.88K	1.53M	38.81K	+133.54%
Jun 30, 2025	NUVEEN, LLC	0.33%	32.25K	727.58K	4.1K	+14.58%
Jun 30, 2025	PERSISTENT ASSET PARTNERS LTD	0.24%	23.41K	528.04K	6.02K	+34.64%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.06%	5.99K	117.63K	101	+1.72%
Mar 31, 2025	CITIGROUP INC	0.06%	5.8K	113.99K	-653	-10.12%
Mar 31, 2025	LIDO ADVISORS, LLC	0.14%	13.92K	273.61K	0	0
Mar 31, 2025	UBS GROUP AG	0.15%	14.16K	278.24K	-34.14K	-70.68%
Mar 31, 2025	JPMORGAN CHASE & CO	0.16%	15.29K	300.35K	-14.47K	-48.63%
Mar 31, 2025		0.18%	17.38K	341.6K	2.85K	+19.58%
Mar 31, 2025	BARCLAYS PLC	0.18%	17.46K	343K	-4.34K	-19.92%
Mar 31, 2025	ELCO MANAGEMENT CO., LLC	0.19%	18.37K	361.01K	-391	-2.08%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.19%	18.66K	366.75K	2.05K	+12.32%
Mar 31, 2025	MORGAN STANLEY	0.22%	21.08K	414.3K	-252	-1.18%
Mar 31, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.17%	210.48K	4.14M	-145K	-40.79%
Mar 31, 2025	RHINO INVESTMENT PARTNERS, INC	2.33%	225.71K	4.44M	-6.48K	-2.79%
Mar 31, 2025	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.54%	51.94K	1.02M	0	0
Mar 31, 2025	RMB CAPITAL MANAGEMENT, LLC	2.03%	196.66K	3.86M	0	0
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	3.81%	369.56K	7.26M	14.99K	+4.23%
Mar 31, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.96%	93.55K	1.84M	33.09K	+54.73%
Mar 31, 2025	STATE STREET CORP	1.12%	108.41K	2.13M	500	+0.46%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.07%	201.32K	3.96M	8.64K	+4.48%
Mar 31, 2025	FIRST WESTERN TRUST BANK	1.16%	112.17K	2.2M	495	+0.44%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.81%	175.28K	3.44M	3.37K	+1.96%
Mar 31, 2025	WASATCH ADVISORS LP	2.58%	250.68K	4.93M	-79.13K	-23.99%
Mar 31, 2025	MENDON CAPITAL ADVISORS CORP	2.65%	257.21K	5.05M	-391	-0.15%
Mar 31, 2025	JACOBS ASSET MANAGEMENT, LLC	3.35%	325.18K	6.39M	13.05K	+4.18%
Mar 31, 2025	ROYAL BANK OF CANADA	0.07%	7K	137K	-584	-7.70%
Mar 31, 2025	VANGUARD GROUP INC	4.14%	401.49K	7.89M	-1.9K	-0.47%
Mar 31, 2025	HSBC HOLDINGS PLC	0.11%	10.66K	200.88K	-3.96K	-27.10%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.11%	11.07K	217.53K	-4.09K	-26.97%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	11.3K	222.03K	11.3K	+100.00%
Mar 31, 2025	RHUMBLINE ADVISERS	0.13%	12.7K	249.49K	74	+0.59%
Mar 31, 2025	BLACKROCK, INC.	5.35%	518.91K	10.2M	-29.13K	-5.31%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.37%	36.26K	712.45K	-12.15K	-25.10%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.23%	22.55K	443.19K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.23%	22.69K	445.94K	5.4K	+31.21%
Mar 31, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.58%	56.19K	1.1M	-3.26K	-5.48%
Mar 31, 2025	NORTHERN TRUST CORP	0.63%	61.09K	1.2M	-2.86K	-4.47%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.83%	80.25K	1.58M	13.56K	+20.33%
Mar 31, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	1.63%	158.54K	3.12M	3.67K	+2.37%
Mar 31, 2025	TIETON CAPITAL MANAGEMENT, LLC	1.86%	180.58K	3.55M	-4.04K	-2.19%
Mar 31, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	2.02%	196.5K	3.86M	196.5K	+100.00%
Mar 31, 2025	NORTH REEF CAPITAL MANAGEMENT LP	3.91%	379.18K	7.45M	66.76K	+21.37%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	4.95K	97.27K	234	+4.96%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.26%	24.76K	486.59K	1.82K	+7.95%
Mar 31, 2025	STRS OHIO	0.26%	24.9K	489.29K	-1.6K	-6.04%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	25K	491.25K	0	0
Mar 31, 2025	SIPPICAN CAPITAL ADVISORS	0.41%	40.07K	787.38K	15.33K	+61.93%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.42%	40.63K	796K	22.38K	+122.68%
Mar 31, 2025	BILTMORE FAMILY OFFICE, LLC	0.47%	45.32K	890.46K	0	0
Mar 31, 2025	BANC FUNDS CO LLC	6.56%	636.18K	12.5M	0	0
Mar 31, 2024	CITIGROUP INC	0.02%	1.55K	22.57K	298	+23.84%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	2.24K	32.65K	1.72K	+328.93%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.04%	3.97K	57.85K	1.6K	+67.50%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.05%	4.43K	64.58K	364	+8.95%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.06%	5.57K	81K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.07%	6.78K	99K	-2.17K	-24.20%
Mar 31, 2024	DEUTSCHE BANK AG\	0.08%	7.2K	104.99K	640	+9.75%
Mar 31, 2024	UBS GROUP AG	0.08%	7.98K	116.28K	81	+1.03%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.1%	9.22K	134.47K	-5.95K	-39.23%
Mar 31, 2024	BARCLAYS PLC	0.1%	9.27K	135K	-4.19K	-31.12%
Mar 31, 2024	JPMORGAN CHASE & CO	0.11%	10.56K	154.02K	1.88K	+21.58%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.11%	10.6K	154.55K	0	0
Mar 31, 2024	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.54%	51.94K	757.27K	-6K	-10.36%
Mar 31, 2024	NORTHERN TRUST CORP	0.71%	67.55K	984.91K	3.88K	+6.09%
Mar 31, 2024	TIETON CAPITAL MANAGEMENT, LLC	1.58%	151.15K	2.2M	-1.61K	-1.05%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.71%	163.61K	2.39M	2.7K	+1.68%
Mar 31, 2024	DIAMOND HILL CAPITAL MANAGEMENT INC	1.76%	168.35K	2.45M	6.54K	+4.04%
Mar 31, 2024	STRATEGIC VALUE BANK PARTNERS LLC	2.31%	220.66K	3.22M	220.66K	+100.00%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	2.58%	246.2K	3.59M	-56.6K	-18.69%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	3.45%	330.02K	4.81M	-4.71K	-1.41%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.01%	660	9.62K	0	0
Mar 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	806	11.75K	-513	-38.89%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.81%	77K	1.12M	0	0
Mar 31, 2024	STATE STREET CORP	1.12%	107.5K	1.57M	0	0
Mar 31, 2024	FIRST WESTERN TRUST BANK	1.27%	121.12K	1.77M	0	0
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.55%	148.44K	2.16M	4.64K	+3.22%
Mar 31, 2024	VANGUARD GROUP INC	3.86%	369.31K	5.38M	4.42K	+1.21%
Mar 31, 2024	COVESTOR LTD	0%	0	-	-39	-100.00%
Mar 31, 2024	BILTMORE FAMILY OFFICE, LLC	0%	0	-	-45.32K	-100.00%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0%	0	-	-4.22K	-100.00%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0%	0	-	-10.1K	-100.00%
Mar 31, 2024	METROPOLITAN LIFE INSURANCE CO/NY	0%	0	-	-490	-100.00%
Mar 31, 2024	FRANKLIN RESOURCES INC	0%	0	-	-110.71K	-100.00%
Mar 31, 2024	VERSANT CAPITAL MANAGEMENT, INC	0%	12	175	0	0
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0%	25	365	0	0
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0%	189	2.76K	0	0
Mar 31, 2024	AMALGAMATED BANK	0%	274	4K	-461	-62.72%
Mar 31, 2024	FMR LLC	0%	415	6.05K	327	+371.59%
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	592	8.63M	0	0
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.04%	3.87K	56K	0	0
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.04%	3.95K	57.59K	-34	-0.85%
Mar 31, 2024	MORGAN STANLEY	0.11%	10.86K	158.27K	-4.68K	-30.12%
Mar 31, 2024	RHUMBLINE ADVISERS	0.13%	12.3K	179.31K	278	+2.31%
Mar 31, 2024	LIDO ADVISORS, LLC	0.15%	13.92K	203.01K	0	0
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.22%	20.96K	305.63K	0	0
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.22%	21.01K	306.38K	21.01K	+100.00%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.23%	22.3K	325.19K	1.58K	+7.60%
Mar 31, 2024	BLACKROCK INC.	5.34%	510.21K	7.44M	-24.25K	-4.54%
Mar 31, 2024	INVESCO LTD.	0.23%	21.98K	320.43K	21.98K	+100.00%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.23%	22.45K	327.31K	-811	-3.49%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.26%	25K	364.5K	0	0
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.27%	25.51K	371.86K	0	0
Mar 31, 2024	MENDON CAPITAL ADVISORS CORP	0.33%	31.28K	1.17M	-25.79K	-45.19%
Mar 31, 2024	STRS OHIO	0.33%	31.3K	456K	19.2K	+158.68%
Mar 31, 2024	RMB CAPITAL MANAGEMENT, LLC	0.44%	41.97K	611.88K	22.24K	+112.72%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.46%	43.66K	636.49K	-42.33K	-49.23%
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	0.47%	45.32K	660.71K	45.32K	+100.00%
Mar 31, 2024	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	3.63%	346.92K	5.06B	79.55K	+29.75%
Mar 31, 2024	WASATCH ADVISORS LP	3.81%	363.99K	5.31M	46.17K	+14.53%
Mar 31, 2024	FJ CAPITAL MANAGEMENT LLC	3.86%	369.26K	5.38M	0	0
Mar 31, 2024	NORTH REEF CAPITAL MANAGEMENT LP	4.2%	401.83K	5.86M	-41.66K	-9.39%
Mar 31, 2024	BANC FUNDS CO LLC	8.02%	766.39K	11.17M	8K	+1.05%
Dec 31, 2023	NORTHERN TRUST CORP	0.67%	63.67K	1.26M	169	+0.27%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.9%	85.98K	1.7M	-18.27K	-17.53%
Dec 31, 2023	STATE STREET CORP	1.13%	107.5K	2.13M	-9.05K	-7.77%
Dec 31, 2023	FRANKLIN RESOURCES INC	1.16%	110.71K	2.2M	0	0
Dec 31, 2023	FIRST WESTERN TRUST BANK	1.27%	121.12K	2.4M	-9.66K	-7.39%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.51%	143.81K	2.85M	16.31K	+12.79%
Dec 31, 2023	TIETON CAPITAL MANAGEMENT, LLC	1.6%	152.76K	3.03M	-851	-0.55%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.68%	160.92K	3.19M	13.45K	+9.12%
Dec 31, 2023	DIAMOND HILL CAPITAL MANAGEMENT INC	1.69%	161.82K	3.21M	-16.33K	-9.17%
Dec 31, 2023	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.8%	267.37K	5.3M	267.37K	+100.00%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	3.17%	302.8K	6M	-8.78K	-2.82%
Dec 31, 2023	WASATCH ADVISORS LP	3.33%	317.82K	6.3M	28.96K	+10.03%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	3.5%	334.74K	6.64M	10.57K	+3.26%
Dec 31, 2023	VANGUARD GROUP INC	3.82%	364.9K	7.24M	7.9K	+2.21%
Dec 31, 2023	FJ CAPITAL MANAGEMENT LLC	3.87%	369.26K	7.32M	0	0
Dec 31, 2023	STIFEL FINANCIAL CORP	0.81%	77K	1.53M	0	0
Dec 31, 2023	NORTH REEF CAPITAL MANAGEMENT LP	4.64%	443.49K	8.79M	-20.81K	-4.48%
Dec 31, 2023	BLACKROCK INC.	5.59%	534.46K	10.6M	48.07K	+9.88%
Dec 31, 2023	BANC FUNDS CO LLC	7.94%	758.39K	15.04M	0	0
Dec 31, 2023	CITIGROUP INC	0.01%	1.25K	24.79K	1.09K	+686.16%
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	1.32K	26.16K	-450	-25.44%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.02%	2.37K	46.98K	907	+62.04%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.04%	3.87K	76K	0	0
Dec 31, 2023	AMERICAN INTERNATIONAL GROUP, INC.	0.04%	3.98K	79K	-17	-0.42%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.04%	4.07K	80.61K	488	+13.64%
Dec 31, 2023	METLIFE INVESTMENT MANAGEMENT, LLC	0.04%	4.22K	83.68K	0	0
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.06%	5.57K	110K	0	0
Dec 31, 2023	DEUTSCHE BANK AG\	0.07%	6.56K	130.11K	-569	-7.98%
Dec 31, 2023	UBS GROUP AG	0.08%	7.89K	156.54K	3.43K	+76.84%
Dec 31, 2023	JPMORGAN CHASE & CO	0.09%	8.69K	172.3K	3.4K	+64.41%
Dec 31, 2023	ROYAL BANK OF CANADA	0.09%	8.95K	178K	999	+12.57%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.11%	10.1K	200K	-3.7K	-26.81%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.11%	10.6K	210.2K	-1.4K	-11.67%
Dec 31, 2023	RHUMBLINE ADVISERS	0.13%	12.02K	238.37K	-230	-1.88%
Dec 31, 2023	STRS OHIO	0.13%	12.1K	239K	12.1K	+100.00%
Dec 31, 2023	BARCLAYS PLC	0.14%	13.46K	266K	10.6K	+371.05%
Dec 31, 2023	LIDO ADVISORS, LLC	0.15%	13.92K	276.11K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.16%	15.18K	300.96K	5.65K	+59.37%
Dec 31, 2023	MORGAN STANLEY	0.16%	15.53K	308.02K	7.58K	+95.36%
Dec 31, 2023	CITADEL ADVISORS LLC	0.17%	16.08K	318.95K	16.08K	+100.00%
Dec 31, 2023	RMB CAPITAL MANAGEMENT, LLC	0.21%	19.73K	391.23K	19.73K	+100.00%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.22%	20.73K	411.06M	1.73K	+9.09%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.22%	20.96K	415.68K	-1.43K	-6.40%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.24%	23.26K	461.25K	-4.2K	-15.29%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.26%	25K	495.75K	0	0
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.27%	25.51K	505.76K	4.38K	+20.75%
Dec 31, 2023	FAMILY MANAGEMENT CORP	0.32%	30.52K	605.11K	30.52K	+100.00%
Dec 31, 2023	BILTMORE FAMILY OFFICE, LLC	0.47%	45.32K	898.62K	0	0
Dec 31, 2023	MENDON CAPITAL ADVISORS CORP	0.6%	57.06K	1.13M	57.06K	+100.00%
Dec 31, 2023	CHERRY CREEK INVESTMENT ADVISORS, INC.	0.61%	57.94K	1.15M	-1.5K	-2.53%

Insiders

Among the MYFW insiders holding of 15.25% of the stake in company, WYLIE SCOTT C, CHAIRMAN, CEO AND PRESIDENT, holds the largest shares of 750.31K. SIPF ERIC D, director, is the second largest MYFW insider with ownership of 182.35K shares. LATIMER LUKE A, director, stands third with possession of 56.57K shares of that stake.

Insiders	Designation	Shares Held
WYLIE SCOTT C	CHAIRMAN, CEO AND PRESIDENT	750.31K
SIPF ERIC D	director	182.35K
LATIMER LUKE A	director	56.57K
COURKAMP JULIE A	CHIEF OPERATING OFFICER	55.82K
SMITH MARK L	director	52.65K
ZIMLICH JOSEPH C.	director	33.6K
CASSELL MATTHEW C.	CHIEF BANKING OFFICER	14.7K
LAWLEY SCOTT J	Chief Credit Officer	6.9K
SAWYER JOHN EMERY	CHIEF INVESTMENT OFFICER	4.7K
MITCHELL SCOTT C	director	4.51K
DUNCAN DAVID R	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 22, 2026	WYLIE SCOTT C	SALE	28.31	6.42K	181.67K	750.31K
May 20, 2026	WYLIE SCOTT C	SALE	28.52	1.08K	30.89K	756.73K
May 05, 2026	WYLIE SCOTT C	SALE	28.70	7.5K	215.25K	757.81K
Feb 04, 2026	MITCHELL SCOTT C	SALE	26.00	915	23.79K	4.51K
Feb 03, 2026	DUNCAN DAVID R	SALE	25.61	3.63K	92.86K	0
Jan 28, 2026	DUNCAN DAVID R	SALE	24.95	1.67K	41.77K	0
Jan 27, 2026	DUNCAN DAVID R	SALE	25.17	3.03K	76.14K	1.67K
Jan 26, 2026	MITCHELL SCOTT C	SALE	24.83	159	3.95K	5.42K
Dec 16, 2025	LATIMER LUKE A	SALE	25.78	1.65K	42.43K	56.57K
Dec 12, 2025	WYLIE SCOTT C	SALE	25.72	16.17K	415.92K	756.48K
Dec 11, 2025	SMITH MARK L	SALE	25.79	1.65K	42.45K	52.65K
Dec 10, 2025	COURKAMP JULIE A	SALE	25.82	2.93K	75.73K	55.82K
Nov 25, 2025	WYLIE SCOTT C	SALE	23.55	5K	117.75K	756.15K
Sep 11, 2025	WYLIE SCOTT C	SALE	23.59	5K	117.95K	757.16K
Jun 09, 2025	WYLIE SCOTT C	SALE	21.00	3.05K	63.99K	762.16K
Jun 06, 2025	WYLIE SCOTT C	SALE	21.00	1.95K	41.01K	765.21K
May 09, 2025	WYLIE SCOTT C	SALE	21.53	5K	107.65K	767.16K
Nov 07, 2024	DUNCAN DAVID R	SALE	20.20	2.68K	54.14K	6.08K
Oct 30, 2024	DUNCAN DAVID R	SALE	19.00	1.7K	32.3K	8.76K
Sep 16, 2024	DUNCAN DAVID R	SALE	19.58	2K	39.16K	17.52K
Sep 06, 2024	WYLIE SCOTT C	SALE	18.77	9.27K	174.07K	746.27K
Feb 01, 2024	WYLIE SCOTT C	SALE	16.41	42.41K	695.92K	747.48K
Aug 17, 2023	CASSELL MATTHEW C.	SALE	19.78	2.49K	49.15K	14.7K
Aug 04, 2023	CASSELL MATTHEW C.	SALE	21.05	2.49K	52.31K	14.7K
May 16, 2023	DUNCAN DAVID R	PURCHASE	16.00	500	8K	39.8K
Feb 16, 2023	DUNCAN DAVID R	SALE	26.82	1.76K	47.07K	12.16K
Dec 14, 2022	DUNCAN DAVID R	SALE	29.04	1.21K	35.17K	13.92K
Dec 13, 2022	DUNCAN DAVID R	SALE	29.53	2.03K	60.06K	15.13K
Dec 09, 2022	WYLIE SCOTT C	SALE	28.95	1.61K	46.64K	760.15K
Oct 26, 2022	WYLIE SCOTT C	SALE	26.97	2.9K	78.21K	762.42K
Sep 13, 2022	WYLIE SCOTT C	SALE	26.08	33	860.64	765.32K
Sep 12, 2022	WYLIE SCOTT C	SALE	26.49	1.2K	31.87K	767.66K
Sep 09, 2022	WYLIE SCOTT C	SALE	26.50	1.05K	27.9K	769.76K
Sep 08, 2022	WYLIE SCOTT C	SALE	26.20	1K	26.2K	770.81K
Sep 07, 2022	WYLIE SCOTT C	SALE	26.90	900	24.21K	768.86K
Aug 25, 2022	WYLIE SCOTT C	SALE	27.49	2K	54.98K	772.16K
Aug 24, 2022	WYLIE SCOTT C	SALE	27.74	16	443.84	772.15K
Aug 22, 2022	WYLIE SCOTT C	SALE	27.99	157	4.39K	776.16K
Aug 19, 2022	WYLIE SCOTT C	SALE	28.80	265	7.63K	776.54K
Aug 18, 2022	WYLIE SCOTT C	SALE	28.98	17	492.66	776.8K
Aug 17, 2022	WYLIE SCOTT C	SALE	28.49	220	6.27K	776.32K
Aug 16, 2022	WYLIE SCOTT C	SALE	28.99	4.58K	132.75K	778.38K
Aug 15, 2022	WYLIE SCOTT C	SALE	28.99	100	2.9K	782.96K
Aug 10, 2022	WYLIE SCOTT C	SALE	28.40	2.5K	71K	783.06K
Aug 03, 2022	SAWYER JOHN EMERY	PURCHASE	27.29	925	25.24K	4.7K
May 31, 2022	DUNCAN DAVID R	SALE	32.06	6.54K	209.61K	17.16K
May 27, 2022	DUNCAN DAVID R	SALE	32.06	6.54K	209.54K	17.16K
May 26, 2022	DUNCAN DAVID R	SALE	31.77	10K	317.7K	24.26K
May 24, 2022	DUNCAN DAVID R	SALE	30.76	1.95K	59.98K	38.43K
Feb 18, 2022	MITCHELL SCOTT C	PURCHASE	32.98	1.5K	49.47K	3.97K
Feb 15, 2022	MITCHELL SCOTT C	PURCHASE	33.20	1.5K	49.8K	2.47K
Dec 13, 2021	WYLIE SCOTT C	SALE	30.04	18.14K	545.05K	785.86K
Dec 09, 2021	DUNCAN DAVID R	SALE	29.70	3.57K	105.97K	35.26K
Dec 09, 2021	COURKAMP JULIE A	SALE	29.43	686	20.19K	21.67K
Nov 30, 2021	ZIMLICH JOSEPH C.	SALE	30.91	8	247.28	33.6K
Nov 29, 2021	ZIMLICH JOSEPH C.	SALE	30.09	3.39K	102.04K	33.6K
Nov 10, 2021	SIPF ERIC D	SALE	30.90	1.62K	50.18K	182.35K
Oct 26, 2021	SMITH MARK L	SALE	28.76	34	977.84	45.09K
Oct 22, 2021	SMITH MARK L	SALE	27.61	3.67K	101.38K	45.09K
Sep 14, 2021	SAWYER JOHN EMERY	PURCHASE	26.50	3.58K	94.74K	3.78K
Sep 01, 2021	SAWYER JOHN EMERY	PURCHASE	26.50	200	5.3K	200
Aug 18, 2021	WYLIE SCOTT C	SALE	26.25	25K	656.25K	784.66K
Nov 02, 2020	ZIMLICH JOSEPH C.	PURCHASE	14.49	2.88K	41.7K	32.06K
Aug 14, 2020	WYLIE SCOTT C	SALE	14.30	8.45K	120.85K	792.22K
Aug 13, 2020	WYLIE SCOTT C	SALE	14.32	6.31K	90.42K	806
Aug 12, 2020	WYLIE SCOTT C	SALE	14.60	8.39K	122.44K	812.22K
Jul 29, 2020	LAWLEY SCOTT J	SALE	14.14	318	4.5K	6.9K
Mar 15, 2019	WYLIE SCOTT C	SALE	13.46	15K	201.9K	811.73K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES24.4K8

NET SHARES-24.4K8

SHARES HELD2.28M8

% NET SHARES-101.07%0%

Frequently Asked Questions