How many institutions own PEB 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 PEB shares is 360, representing 117.77% of the company's common stock.

Who are the major shareholders selling Pebblebrook Hotel Trust stock?

BARCLAYS PLC, in the last quarter, reduced its stake in PEB by -77.36% restricting it's holding to 221.18 thousand shares of worth nearly $2.50B. RAYMOND JAMES FINANCIAL INC also lessened -10.11% of the PEB shares from its portfolio, reducing its holding to 302.17 thousand shares of worth $3.42M. RHUMBLINE ADVISERS also shunned PEB shares holding by -2.97% last quarter which brought its holding to 366.15 thousand shares worth $4.14B.

Investors who are buying PEB stock?

As per its latest 13F filing, SWISS NATIONAL BANK increased its stake in PEB by 1.61% in the last quarter. The institutional holder raised its holding to 233.81 thousand shares having worth more than $2.65M. LEGAL & GENERAL GROUP PLC also added 14.12% more shares of PEB to its portfolio, raising its holding to 2.57 million shares of worth $29.05M. LMR PARTNERS LLP also increased its PEB shares holding by 65.27% which brought its holding to 413.19 thousand shares worth $4.68M.

PEB's major insiders: who are they?

The insider with the most stakes in PEB is BORTZ JON E , Chairman and CEO at the company. Additionally, PEB stock is highly held by Co-President, C Investmt Ofcr Fisher Thomas Charles and Co-President,CFO,Treasurer,Sec Martz Raymond D among others.

Did an insider recently sell PEB stock?

Company executives, directors, and other insiders own 2.23% percent of Pebblebrook Hotel Trust's stock. Within the last six months, there have been 1 transaction(s) in which PEB insiders have sold stock, totaling 50K shares. Insiders that have sold shares include BORTZ JON E, MILLER PHILLIP M., and FISHER THOMAS CHARLES.

Which insider recently purchased PEB stock?

There have been 1 transaction(s) during the past 6-months in which Pebblebrook Hotel Trust insiders have bought stock, totalling 10000 shares

How much of PEB does insiders own?

Around 1.68M Pebblebrook Hotel Trust shares are held by insiders, which represents about 2.23% of PEB stock.

Who is the insider with the largest stake?

PEB Chairman and CEO, BORTZ JON E holds the largest portfolio of the company's shares. PEB shares owned by BORTZ total nearly 1.56 million.

Which institution holds the most shares in PEB?

BARCLAYS PLC is the largest institutional owner in PEB which holds 221.18 thousand shares worth $2.50B or 0.19% of the total PEB shares outstanding followed by SWISS NATIONAL BANK with ownership of 233.81 thousand shares representing 0.2% of the PEB ownership. RAYMOND JAMES FINANCIAL INC is the third largest stakeholder with 302.17 thousand shares or 0.26% of the ownership worth more than $3.42M.

Is Pebblebrook Hotel Trust 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 PEB is concerned, it is a stock which is optionable.

Is there a short position on PEB's shares?

Number of PEB shares short is 13.66M. 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 PEB shares are there?

As of today, 118.57M shares of PEB are outstanding.

Is there many float in PEB 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, PEB has 115.77M shares in float.

PEB 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 PEB is 6.1.

Pebblebrook Hotel Trust (PEB) 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 Shares11.52

Short Percent Of Float18.6

Shares Outstanding118.57M

Shares Float115.77M

Shares Short13.66M

Short Ratio6.1

18.6%

Short % of Float

11.52%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

2.23% Percentage of Shares held by All Insiders

117.77% Percentage of Shares held by All Institutions

120.46% Percentage of Float held by Institutions

360

Number of Institutions Holding Shares

Institutional Ownership

About 117.77% of PEB shares are held by financial institutions. BARCLAYS PLC is the top corporate investor, holding 221.18K shares valued at $2.50B. A 0.19% stake in Pebblebrook Hotel Trust is owned by the company. SWISS NATIONAL BANK owns 233.81K shares valued at $2.65M, which translates its holding of 0.2% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	BARCLAYS PLC	0.19%	221.18K	2.5B	-755.63K	-77.36%
Dec 31, 2025	SWISS NATIONAL BANK	0.2%	233.81K	2.65M	3.7K	+1.61%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	302.17K	3.42M	-34K	-10.11%
Dec 31, 2025	RHUMBLINE ADVISERS	0.31%	366.15K	4.14B	-11.2K	-2.97%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	2.18%	2.57M	29.05M	317.57K	+14.12%
Dec 31, 2025	LMR PARTNERS LLP	0.35%	413.19K	4.68M	163.19K	+65.27%
Dec 31, 2025	NATIXIS	0.36%	419.6K	4.75M	404.6K	+2,697.33%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.42%	489.96K	5.55M	34.53K	+7.58%
Dec 31, 2025	APG ASSET MANAGEMENT US INC.	0.42%	494.21K	5.59M	0	0
Dec 31, 2025	UBS GROUP AG	2.31%	2.72M	30.79M	993.33K	+57.52%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.39%	2.81M	31.79M	-1.91K	-0.07%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	5.26%	6.18M	69.97M	711.04K	+13.00%
Dec 31, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	0.1%	121.87K	1.38M	-7.65K	-5.91%
Dec 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.11%	126.18K	1.43M	-4.45K	-3.41%
Dec 31, 2025	CITIGROUP INC	0.12%	142.66K	1.61M	22.5K	+18.73%
Dec 31, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.13%	147.83K	1.67M	0	0
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.13%	153.23K	1.74M	44.08K	+40.39%
Dec 31, 2025	DEUTSCHE BANK AG\	0.13%	158.05K	1.79M	-189.17K	-54.48%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.13%	158.48K	1.79M	-340.96K	-68.27%
Dec 31, 2025	ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0.14%	161.64K	1.83M	57.28K	+54.89%
Dec 31, 2025	NOMURA HOLDINGS INC	0.65%	765.98K	8.67M	12.84K	+1.71%
Dec 31, 2025	TORONTO DOMINION BANK	0.85%	995.72K	11.27M	-10.78K	-1.07%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.5%	586.75K	6.64M	-59.68K	-9.23%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.46%	541.58K	6.13M	-30.91K	-5.40%
Dec 31, 2025	HUDSON BAY CAPITAL MANAGEMENT LP	0.47%	549.02K	6.21M	549.02K	+100.00%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.49%	573.8K	6.5M	-61.94K	-9.74%
Dec 31, 2025	MAN GROUP PLC	0.53%	624.33K	7.07M	54.32K	+9.53%
Dec 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	5.92%	6.96M	78.83M	695.28K	+11.09%
Dec 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	6.21%	7.3M	82.68M	-2.64M	-26.56%
Dec 31, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.08%	93.8K	1.08M	6.32K	+7.23%
Dec 31, 2025	BOSTON PARTNERS	0.08%	99.23K	1.12M	-1.92K	-1.90%
Dec 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.1%	116.54K	1.32M	44K	+60.65%
Dec 31, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.1%	121.72K	1.38M	-1.05K	-0.86%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.58%	3.03M	34.35M	177.47K	+6.21%
Dec 31, 2025	EARNEST PARTNERS LLC	4.05%	4.77M	53.94M	-221.34K	-4.44%
Dec 31, 2025	JPMORGAN CHASE & CO	4.45%	5.23M	59.23M	1.08M	+26.08%
Dec 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	5.01%	5.89M	66.64M	-591.47K	-9.13%
Dec 31, 2025	STATE STREET CORP	5.77%	6.79M	76.9M	-169.41K	-2.44%
Dec 31, 2025	VANGUARD GROUP INC	14.78%	17.37M	196.65M	-506.79K	-2.83%
Dec 31, 2025	BLACKROCK, INC.	17.38%	20.43M	231.24M	65.33K	+0.32%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.83%	977.97K	11.07M	-19.17K	-1.92%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.85%	996.62K	11.28M	870.29K	+688.94%
Dec 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.87%	1.02M	11.56M	313.63K	+44.30%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.9%	1.05M	11.92M	-93.15K	-8.12%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	1.12%	1.32M	14.97M	1.25M	+1,736.27%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.21%	1.42M	16.06M	-288.37K	-16.89%
Dec 31, 2025	NORTHERN TRUST CORP	1.25%	1.47M	16.59M	-39.79K	-2.64%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.37%	1.61M	18.18M	12.12K	+0.76%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.41%	1.66M	18.79M	564.65K	+51.55%
Dec 31, 2025	KETTLE HILL CAPITAL MANAGEMENT, LLC	0.67%	789.73K	8.94M	-308.52K	-28.09%
Dec 31, 2025	INVESCO LTD.	0.68%	804.02K	9.1M	131.32K	+19.52%
Dec 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.69%	807.79K	9.14M	-768.44K	-48.75%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.77%	907.77K	10.28M	-163.85K	-15.29%
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.65%	765.8K	8.67M	-6.04K	-0.78%
Dec 31, 2025	MORGAN STANLEY	1.46%	1.72M	19.43M	-343.83K	-16.69%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.63%	1.91M	21.64M	142.15K	+8.03%
Dec 31, 2025	JEFFERIES FINANCIAL GROUP INC.	0.43%	511.12K	5.79M	511.12K	+100.00%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.44%	515.37K	5.83M	-49.01K	-8.68%
Dec 31, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.45%	525K	5.94M	300K	+133.33%
Dec 31, 2025	SEI INVESTMENTS CO	0.48%	561.34K	6.35M	-41.02K	-6.81%
Dec 31, 2025	ROYAL BANK OF CANADA	0.48%	565.55K	6.4M	-39.63K	-6.55%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.56%	661.88K	7.49M	497.9K	+303.64%
Dec 31, 2025	NUVEEN, LLC	0.58%	687.55K	7.78M	-5.42K	-0.78%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.27%	314.61K	3.56M	33.44K	+11.89%
Dec 31, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.3%	355.63K	4.01M	-65.33K	-15.52%
Dec 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.33%	393.14K	4.45M	-69.34K	-14.99%
Dec 31, 2025	VOSS CAPITAL, LLC	0.37%	432.61K	4.9M	432.61K	+100.00%
Dec 31, 2025	BROOKFIELD CORP /ON/	0.4%	466.77K	5.28M	466.77K	+100.00%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.6%	701.87K	7.95M	-1.13M	-61.69%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.6%	710.21K	8.04M	-20.42K	-2.79%
Dec 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.77%	905.45K	10.25M	894.2K	+7,947.01%
Dec 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.14%	1.34M	15.17M	4.27K	+0.32%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	2.69%	3.16M	35.75M	997.12K	+46.14%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.71%	3.18M	36.02M	-576.24K	-15.33%
Dec 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.14%	164.45K	1.89M	-8.31K	-4.81%
Dec 31, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.14%	167.56K	1.9M	-1.56K	-0.92%
Dec 31, 2025	JANE STREET GROUP, LLC	0.15%	172.95K	1.96B	172.95K	+100.00%
Dec 31, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.15%	175.9K	1.99M	-1K	-0.57%
Dec 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.15%	179K	2.03M	-33.26K	-15.67%
Sep 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.34%	400K	4.56M	40.79K	+11.36%
Sep 30, 2025	APG ASSET MANAGEMENT US INC.	0.42%	494.21K	5.55M	494.21K	+100.00%
Sep 30, 2025	NUVEEN, LLC	0.59%	692.97K	7.89M	-17.2K	-2.42%
Sep 30, 2025	BARCLAYS PLC	0.83%	976.8K	11.13M	-1.72M	-63.76%
Sep 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.36%	420.96K	4.81M	-381.18K	-47.52%
Sep 30, 2025	STATE STREET CORP	5.89%	6.96M	79.31M	-129.02K	-1.82%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.48%	572.49K	6.52M	-15.92K	-2.71%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.93%	1.1M	12.48M	-1.69M	-60.64%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.13%	1.34M	15.21M	-140.55K	-9.52%
Sep 30, 2025	NORTHERN TRUST CORP	1.27%	1.51M	17.15M	-31.4K	-2.04%
Sep 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	1.33%	1.58M	17.95M	1.38M	+684.11%
Sep 30, 2025	MAN GROUP PLC	0.48%	570.01K	6.49M	115.16K	+25.32%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.35%	1.59M	18.16M	-42.52K	-2.60%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.5%	1.77M	20.15M	225.43K	+14.60%
Sep 30, 2025	BANK OF MONTREAL /CAN/	1.55%	1.83M	20.87M	691.36K	+60.61%
Sep 30, 2025	MORGAN STANLEY	1.74%	2.06M	23.47M	-59.71K	-2.82%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	1.83%	2.16M	24.62M	2.08M	+2,584.78%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.18%	3.76M	42.8M	188.53K	+5.28%
Sep 30, 2025	AXA INVESTMENT MANAGERS S.A.	0.43%	513.84K	5.85M	513.84K	+100.00%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.48%	564.38K	6.43M	7.18K	+1.29%
Sep 30, 2025	SEI INVESTMENTS CO	0.51%	602.36K	6.86M	-25.64K	-4.08%
Sep 30, 2025	ROYAL BANK OF CANADA	0.51%	605.18K	6.89M	-54.09K	-8.20%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.54%	635.74K	7.24M	-107.69K	-14.49%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.55%	646.43K	7.36M	-46.47K	-6.71%
Sep 30, 2025	INVESCO LTD.	0.57%	672.71K	7.66M	-43.54K	-6.08%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.6%	707.91K	8.06M	368.68K	+108.68%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.62%	730.63K	8.32M	-4.77K	-0.65%
Sep 30, 2025	NOMURA HOLDINGS INC	0.64%	753.14K	8.58M	753.14K	+100.00%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.65%	771.84K	8.79M	10.3K	+1.35%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.44%	1.71M	19.44M	-458.52K	-21.17%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	1.9%	2.25M	25.61M	447	+0.02%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.38%	2.81M	32.01M	197.11K	+7.54%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.42%	2.86M	32.54M	-199.72K	-6.53%
Sep 30, 2025	EARNEST PARTNERS LLC	4.22%	4.99M	56.8M	-187.53K	-3.62%
Sep 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	5.48%	6.48M	73.79M	4.93K	+0.08%
Sep 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	8.42%	9.95M	113.28M	-278.16K	-2.72%
Sep 30, 2025	VANGUARD GROUP INC	15.13%	17.88M	203.64M	-171.04K	-0.95%
Sep 30, 2025	BLACKROCK, INC.	17.23%	20.36M	231.92M	-502K	-2.41%
Sep 30, 2025	KORNITZER CAPITAL MANAGEMENT INC /KS	0.08%	90K	1.03M	0	0
Sep 30, 2025	BOSTON PARTNERS	0.09%	101.15K	1.15M	12.8K	+14.49%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.09%	109.15K	1.24M	48.73K	+80.66%
Sep 30, 2025	CITIGROUP INC	0.1%	120.16K	1.37M	-47.98K	-28.54%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.1%	120.94K	1.38M	-142.01K	-54.01%
Sep 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.1%	122.77K	1.4M	-4.98K	-3.90%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.11%	125.43K	1.43M	-34.75K	-21.70%
Sep 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	0.11%	129.52K	1.48M	5.69K	+4.60%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.11%	130.63K	1.49M	4.16K	+3.29%
Sep 30, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.13%	147.83K	1.68M	0	0
Sep 30, 2025	HSBC HOLDINGS PLC	0.13%	158.79K	1.81M	56.46K	+55.18%
Sep 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.14%	169.11K	1.93M	-340	-0.20%
Sep 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.15%	172.76K	1.97M	1.8K	+1.05%
Sep 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.15%	176.9K	2.01M	8.7K	+5.17%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.18%	212.26K	2.42M	59.91K	+39.32%
Sep 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.19%	229.01K	2.65M	229.01K	+100.00%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	230.11K	2.62M	3.3K	+1.45%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.24%	281.17K	3.2M	-17.62K	-5.90%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.25%	295.91K	3.37M	9.7K	+3.39%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.84%	997.14K	11.36M	-25.95K	-2.54%
Sep 30, 2025	WOODLINE PARTNERS LP	2.67%	3.15M	35.89M	1.68M	+114.63%
Sep 30, 2025	JPMORGAN CHASE & CO	3.51%	4.15M	47.27M	1.96M	+89.56%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	4.63%	5.47M	62.3M	2.03M	+58.88%
Sep 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	5.3%	6.27M	71.4M	2.26M	+56.35%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.42%	499.44K	5.69M	162.54K	+48.24%
Sep 30, 2025	TORONTO DOMINION BANK	0.85%	1.01M	11.46M	1.01M	+100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.91%	1.07M	12.21M	135.33K	+14.45%
Sep 30, 2025	KETTLE HILL CAPITAL MANAGEMENT, LLC	0.93%	1.1M	12.51M	79.6K	+7.81%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.97%	1.15M	13.06M	31.56K	+2.83%
Sep 30, 2025	UBS GROUP AG	1.46%	1.73M	19.67M	1.25M	+265.63%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.39%	462.48K	5.27M	57.83K	+14.29%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	336.17K	3.83M	-5.74K	-1.68%
Sep 30, 2025	DEUTSCHE BANK AG\	0.29%	347.22K	3.95M	79.16K	+29.53%
Sep 30, 2025	RHUMBLINE ADVISERS	0.32%	377.34K	4.3M	-4.64K	-1.21%
Sep 30, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.42%	1.68M	19.11M	-95.48K	-5.38%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.59%	3.06M	30.54M	-35.67K	-1.15%
Jun 30, 2025	INVESCO LTD.	0.61%	716.25K	7.16M	38.02K	+5.61%
Jun 30, 2025	ROYAL BANK OF CANADA	0.56%	659.28K	6.59M	93.25K	+16.47%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.47%	557.2K	5.57M	-8.08K	-1.43%
Jun 30, 2025	MAN GROUP PLC	0.38%	454.86K	4.54M	163.77K	+56.26%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.38%	445.78K	4.45M	323.09K	+263.34%
Jun 30, 2025	BLACKROCK, INC.	17.66%	20.86M	208.43M	-1.25M	-5.65%
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	8.65%	10.22M	102.13M	3.42M	+50.17%
Jun 30, 2025	MORGAN STANLEY	1.79%	2.12M	21.18B	589.93K	+38.55%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.25%	1.48M	14.75M	268.56K	+22.24%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	64.45K	643.9K	-6.55K	-9.22%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.05%	63.42K	633.58K	0	0
Jun 30, 2025	ILLINOIS MUNICIPAL RETIREMENT FUND	0.05%	62.54K	624.78K	-4.72K	-7.01%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.05%	62.19K	621.3K	62.19K	+100.00%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.31%	1.54M	15.43M	6.13K	+0.40%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.34%	404.65K	4.04M	25.12K	+6.62%
Jun 30, 2025	RHUMBLINE ADVISERS	0.32%	381.98K	3.82M	5.28K	+1.40%
Jun 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.3%	359.21K	3.59M	59.21K	+19.74%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.26%	306.3K	3.06M	209K	+214.81%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.29%	341.91K	3.42M	-348.28K	-50.46%
Jun 30, 2025	WOODLINE PARTNERS LP	1.24%	1.47M	14.67M	-1.51M	-50.68%
Jun 30, 2025	KETTLE HILL CAPITAL MANAGEMENT, LLC	0.86%	1.02M	10.18M	726.51K	+248.67%
Jun 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.68%	802.15K	8.03M	56.82K	+7.62%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.63%	743.42K	7.43B	-702.6K	-48.59%
Jun 30, 2025		0.6%	710.17K	7.09M	-485.99K	-40.63%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.38%	445.21K	4.45B	351.84K	+376.82%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.25%	296.02K	2.96M	36.84K	+14.21%
Jun 30, 2025	LMR PARTNERS LLP	0.21%	250K	2.5M	0	0
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.21%	244.57K	2.44M	106.16K	+76.70%
Jun 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.17%	201.02K	2.01M	131.88K	+190.72%
Jun 30, 2025	NEBULA RESEARCH & DEVELOPMENT LLC	0.17%	195.8K	1.96M	96.61K	+97.40%
Jun 30, 2025	ANSON FUNDS MANAGEMENT LP	0.16%	190K	1.9M	-60K	-24.00%
Jun 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.14%	170.96K	1.71M	-1.36K	-0.79%
Jun 30, 2025	DARK FOREST CAPITAL MANAGEMENT LP	0.14%	165.42K	1.65M	54.79K	+49.53%
Jun 30, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.13%	147.83K	1.48M	0	0
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.12%	145.44K	1.45B	-1.54K	-1.05%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.12%	140.17K	1.4M	48.68K	+53.21%
Jun 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.11%	127.75K	1.28M	4.15K	+3.35%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.11%	126.47K	1.26M	-2.41K	-1.87%
Jun 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	0.1%	123.82K	1.24M	-2.85K	-2.25%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	111.08K	1.11B	-1.4K	-1.25%
Jun 30, 2025	CENTIVA CAPITAL, LP	0.08%	96.67K	965.76K	36.18K	+59.80%
Jun 30, 2025	KORNITZER CAPITAL MANAGEMENT INC /KS	0.08%	90K	899.1K	90K	+100.00%
Jun 30, 2025	BOSTON PARTNERS	0.07%	88.35K	882.61K	16.21K	+22.47%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.07%	85.94K	858.57K	23.37K	+37.34%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.07%	85.82K	857.32K	16.96K	+24.63%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.07%	84.59K	845.06K	0	0
Jun 30, 2025	AMUNDI	0.07%	78.18K	823.25K	-38.03K	-32.73%
Jun 30, 2025	PERRY CREEK CAPITAL LP	0.06%	73.12K	730.47K	0	0
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.06%	70.8K	707.25K	27.5K	+63.52%
Jun 30, 2025	FREESTONE GROVE PARTNERS LP	0.06%	69.97K	699.03K	69.97K	+100.00%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.06%	66.68K	666.17K	-1.5K	-2.20%
Jun 30, 2025	UBS GROUP AG	0.4%	472.34K	4.72M	-162.29K	-25.57%
Jun 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.29%	339.23K	3.39M	268.26K	+377.99%
Jun 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	5.48%	6.47M	64.67M	503	+0.01%
Jun 30, 2025	EARNEST PARTNERS LLC	4.38%	5.17M	51.69M	117.31K	+2.32%
Jun 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	3.39%	4.01M	40.06M	1.09M	+37.33%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.83%	2.17M	21.63M	-142.81K	-6.19%
Jun 30, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.5%	1.77M	17.72M	-293.55K	-14.20%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.97%	1.14M	11.39M	1.2K	+0.11%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.64%	761.54K	7.61M	-14.67K	-1.89%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.29%	336.91K	3.37M	659	+0.20%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.27%	313.4K	3.13M	93.7K	+42.65%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.25%	298.79K	2.98M	23.86K	+8.68%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.94%	1.11M	11.14M	24.6K	+2.26%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.87%	1.02M	10.22M	36.62K	+3.71%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.79%	936.28K	9.35M	286.93K	+44.19%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.78%	924.27K	9.23M	264.32K	+40.05%
Jun 30, 2025	VANGUARD GROUP INC	15.27%	18.05M	180.32M	-329.9K	-1.79%
Jun 30, 2025	STATE STREET CORP	6%	7.09M	70.86M	-6.12K	-0.09%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.02%	3.57M	35.66M	113.9K	+3.30%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.91%	3.44M	34.39M	277.26K	+8.76%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	2.36%	2.78M	27.8B	-423.77K	-13.21%
Jun 30, 2025	BARCLAYS PLC	2.28%	2.7M	26.93M	87.66K	+3.36%
Jun 30, 2025	NORTHERN TRUST CORP	1.3%	1.54M	15.36M	-39.65K	-2.51%
Jun 30, 2025	CITADEL ADVISORS LLC	0.47%	554.21K	5.54B	518.37K	+1,446.01%
Jun 30, 2025	NUVEEN, LLC	0.6%	710.17K	7.09M	-485.99K	-40.63%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.21%	2.61M	26.11M	57.06K	+2.23%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	1.9%	2.25M	22.46M	-7.76K	-0.34%
Jun 30, 2025	JPMORGAN CHASE & CO	1.85%	2.19M	21.87M	1.8M	+467.34%
Jun 30, 2025	SEI INVESTMENTS CO	0.53%	628K	6.27M	83.88K	+15.42%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.5%	588.41K	5.88M	-7.65K	-1.28%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.59%	692.9K	6.92M	91.77K	+15.27%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.38%	1.64M	16.35M	-56.61K	-3.34%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.62%	735.39K	7.35M	34.78K	+4.96%
Mar 31, 2025	JANE STREET GROUP, LLC	0.42%	500K	5.07M	500K	+100.00%
Mar 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	2.45%	2.92M	29.58M	-1.25M	-29.95%
Mar 31, 2025	BARCLAYS PLC	2.19%	2.61M	26.42M	130.08K	+5.25%
Mar 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	5.71%	6.81M	68.96M	94.45K	+1.41%
Mar 31, 2025	STATE STREET CORP	5.95%	7.09M	71.91M	-143.25K	-1.98%
Mar 31, 2025	VANGUARD GROUP INC	15.42%	18.38M	186.19M	-197.02K	-1.06%
Mar 31, 2025	BLACKROCK, INC.	18.55%	22.11M	224.02M	-1.03M	-4.45%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.83%	986.47K	9.99M	-60.84K	-5.81%
Mar 31, 2025	JPMORGAN CHASE & CO	0.32%	385.86K	3.91M	4.85K	+1.27%
Mar 31, 2025	GRS ADVISORS, LLC	1.56%	1.86M	18.84M	-1.34M	-41.88%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.29%	1.54M	15.58M	493.76K	+47.29%
Mar 31, 2025	NORTHERN TRUST CORP	1.32%	1.58M	15.97M	-6.68K	-0.42%
Mar 31, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.34%	406.99K	4.12M	-156.75K	-27.81%
Mar 31, 2025	SEI INVESTMENTS CO	0.46%	544.12K	5.51M	146.78K	+36.94%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.5%	596.06K	6.04M	15.62K	+2.69%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.5%	601.13K	6.09M	63.92K	+11.90%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.53%	629.04K	6.37M	-863.53K	-57.86%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.9%	1.07M	10.86M	428.93K	+66.70%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.91%	1.09M	11.05M	-2.61K	-0.24%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.96%	1.14M	11.54M	305.35K	+36.61%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.01%	1.21M	12.23M	140.15K	+13.13%
Mar 31, 2025	D. E. SHAW & CO., INC.	1.21%	1.45M	14.65M	-57.81K	-3.84%
Mar 31, 2025	UBS GROUP AG	0.53%	634.63K	6.43M	-262.15K	-29.23%
Mar 31, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.73%	2.07M	20.94M	-92.05K	-4.26%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.94%	2.31M	23.38M	908.4K	+64.89%
Mar 31, 2025	ROYAL BANK OF CANADA	0.47%	566.03K	5.73M	-28.51K	-4.80%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	1.89%	2.26M	22.85M	231.74K	+11.45%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	1.91%	2.28M	23.12M	-579.3K	-20.25%
Mar 31, 2025	WOODLINE PARTNERS LP	2.5%	2.98M	30.16M	2.98M	+100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.59%	3.09M	31.33M	86.98K	+2.89%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	2.69%	3.21M	32.48M	-1.14M	-26.16%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.9%	3.46M	35.01M	78.23K	+2.32%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.54%	649.35K	6.58M	19.55K	+3.10%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.55%	659.95K	6.69M	48.64K	+7.96%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.58%	690.19K	6.99M	120.95K	+21.25%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.59%	700.61K	7.1M	57.81K	+8.99%
Mar 31, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.63%	745.33K	7.53M	-1.43K	-0.19%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.42%	1.69M	17.15M	80.18K	+4.97%
Mar 31, 2025	CENTERSQUARE INVESTMENT MANAGEMENT LLC	1.96%	2.34M	23.68M	457.98K	+24.37%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.14%	2.56M	25.9M	51.54K	+2.06%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.66%	3.17M	32.07M	209.05K	+7.07%
Mar 31, 2025	MORGAN STANLEY	1.28%	1.53M	15.5M	-8.23K	-0.54%
Mar 31, 2025	EARNEST PARTNERS LLC	4.24%	5.06M	51.22M	120.37K	+2.44%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	5.43%	6.47M	65.57M	-73.5K	-1.12%
Mar 31, 2025		1%	1.2M	12.12M	1.2M	+100.00%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.65%	776.21K	7.86M	-23.27K	-2.91%
Mar 31, 2025	INVESCO LTD.	0.57%	678.23K	6.87M	-2.88K	-0.42%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.47%	565.27K	5.73M	-7.72K	-1.35%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.14%	166.88K	2.57M	98.75K	+144.94%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.32%	385.26K	5.94M	1.43K	+0.37%
Mar 31, 2024	HUDSON BAY CAPITAL MANAGEMENT LP	0.34%	406.65K	6.27M	127.8K	+45.83%
Mar 31, 2024	SEI INVESTMENTS CO	0.34%	406.96K	6.27M	-165.79K	-28.95%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.45%	542.62K	8.36M	-1.45K	-0.27%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.47%	568.27K	8.76M	4.08K	+0.72%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.5%	601.17K	9.26M	-23.89K	-3.82%
Mar 31, 2024	ROYAL BANK OF CANADA	0.52%	619.84K	9.55M	32.89K	+5.60%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.52%	627.48K	9.67M	68.1K	+12.17%
Mar 31, 2024	ALYESKA INVESTMENT GROUP, L.P.	0.55%	658.5K	10.15M	-144.79K	-18.02%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.56%	678.93K	10.46M	-32.6K	-4.58%
Mar 31, 2024	INVESCO LTD.	0.62%	744.76K	11.48M	-63.26K	-7.83%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.68%	814.4K	12.55M	-8.36K	-1.02%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.68%	817.11K	12.59M	-79.8K	-8.90%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.69%	824.83K	12.71M	597.7K	+263.15%
Mar 31, 2024	DEUTSCHE BANK AG\	0.77%	919.43K	14.17M	266.42K	+40.80%
Mar 31, 2024	BARCLAYS PLC	0.89%	1.07M	16.49M	251.79K	+30.78%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.93%	1.12M	17.19M	1.97K	+0.18%
Mar 31, 2024	FRANKLIN RESOURCES INC	1.09%	1.31M	20.2M	-42.14K	-3.11%
Mar 31, 2024	NORTHERN TRUST CORP	1.13%	1.36M	20.99M	29.8K	+2.24%
Mar 31, 2024	SILVERCREST ASSET MANAGEMENT GROUP LLC	1.17%	1.41M	21.7M	-238K	-14.46%
Mar 31, 2024	D. E. SHAW & CO., INC.	1.18%	1.42M	21.91M	257.23K	+22.09%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.36%	1.63M	25.19M	1.22M	+295.65%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.42%	1.71M	26.28M	47.99K	+2.90%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.61%	1.94M	29.88M	-68.44K	-3.41%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	5.66%	6.8M	104.81M	-195.5K	-2.79%
Mar 31, 2024	VANGUARD GROUP INC	16.12%	19.37M	298.53M	-30.74K	-0.16%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	1.66%	1.99M	30.72M	-1.1K	-0.06%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	8.43%	10.14M	156.21M	302.46K	+3.08%
Mar 31, 2024	UBS GROUP AG	0.67%	801.99K	12.36M	683.7K	+577.96%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.89%	2.27M	34.97M	62.5K	+2.83%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	2.06%	2.48M	38.18M	299.57K	+13.76%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.41%	2.9M	44.65M	72.87K	+2.58%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	2.44%	2.93M	45.13M	-169.18K	-5.46%
Mar 31, 2024	MORGAN STANLEY	2.52%	3.03M	46.65M	1.29M	+74.71%
Mar 31, 2024	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	2.79%	3.36M	51.76M	-112.99K	-3.25%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.86%	3.43M	52.9M	165.68K	+5.07%
Mar 31, 2024	PGGM INVESTMENTS	3.16%	3.79M	58.45M	0	0
Mar 31, 2024	EARNEST PARTNERS LLC	4.15%	4.98M	76.81M	-66.64K	-1.32%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	4.97%	5.97M	91.98M	289.11K	+5.09%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	5.34%	6.41M	98.83M	-203.54K	-3.08%
Mar 31, 2024	BLACKROCK INC.	18.39%	22.11M	340.7M	-391.5K	-1.74%
Mar 31, 2024	TEXAS PERMANENT SCHOOL FUND CORP	0.09%	105.46K	1.63M	1.41K	+1.36%
Mar 31, 2024	PALOGIC VALUE MANAGEMENT, L.P.	0.1%	115K	1.77M	0	0
Mar 31, 2024	QUANTBOT TECHNOLOGIES LP	0.1%	116.91K	1.8M	-53.14K	-31.25%
Mar 31, 2024	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.11%	129.66K	2M	-372	-0.29%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.11%	134.26K	2.07M	-7.48K	-5.28%
Mar 31, 2024	CITIGROUP INC	0.12%	138.97K	2.14M	3.86K	+2.86%
Mar 31, 2024	NOMURA ASSET MANAGEMENT CO LTD	0.12%	140.5K	2.17M	2.3K	+1.66%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.13%	158.67K	2.45M	-55.45K	-25.90%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.13%	160.9K	2.48M	-9.41K	-5.52%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.14%	170.19K	2.62M	-2.06K	-1.20%
Mar 31, 2024	CREDIT SUISSE AG/	0.14%	172.93K	2.66M	-694.79K	-80.07%
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	0.15%	179.64K	2.77M	-8.78K	-4.66%
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.16%	194.32K	2.99M	0	0
Mar 31, 2024	PHOCAS FINANCIAL CORP.	0.16%	194.79K	3M	-25.78K	-11.69%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.16%	196.19K	3.02M	-3.89K	-1.94%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	237.51K	3.66M	0	0
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.21%	246.99K	3.81M	-3.06K	-1.22%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.21%	249.45K	3.84M	15.23K	+6.50%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.23%	271.27K	4.18M	-2.84K	-1.04%
Mar 31, 2024	NORDEA INVESTMENT MANAGEMENT AB	0.26%	314.9K	4.86M	-2.37K	-0.75%
Mar 31, 2024	CHARTWELL INVESTMENT PARTNERS, LLC	0.27%	325.65K	5.02M	-73.59K	-18.43%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.3%	365.4K	5.63M	-250.1K	-40.63%
Mar 31, 2024	STATE OF NEW JERSEY COMMON PENSION FUND D	0.34%	404.38K	6.23M	-15.91K	-3.79%
Mar 31, 2024	RHUMBLINE ADVISERS	0.39%	465.17K	7.17M	1.43K	+0.31%
Mar 31, 2024	JPMORGAN CHASE & CO	0.42%	500.53K	7.71M	94.69K	+23.33%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.46%	547.04K	8.43M	368.36K	+206.15%
Mar 31, 2024	BROOKFIELD CORP /ON/	0.57%	682.62K	10.52M	-37.13K	-5.16%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.58%	697.24K	10.74M	24.78K	+3.68%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.05%	1.26M	19.41M	-63.07K	-4.77%
Mar 31, 2024	STATE STREET CORP	6.25%	7.51M	115.8M	-628.52K	-7.72%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0%	3.1M	49.5M	400.28K	+14.84%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0%	3.27M	52.21M	-328.28K	-9.13%
Dec 31, 2023	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0%	3.47M	55.48M	-184.79K	-5.05%
Dec 31, 2023	PGGM INVESTMENTS	0%	3.79M	60.62M	0	0
Dec 31, 2023	EARNEST PARTNERS LLC	0%	5.05M	80.72M	-223.96K	-4.25%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0%	5.68M	90.76M	-67.04K	-1.17%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.01%	6.62M	105.74M	6.62M	+100.00%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.01%	7M	111.81M	-12.08K	-0.17%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0%	1.11M	18.18M	65.19K	+6.22%
Dec 31, 2023	CITADEL ADVISORS LLC	0%	1.15M	18.3M	1.01M	+755.86%
Dec 31, 2023	D. E. SHAW & CO., INC.	0%	1.16M	18.61M	282.62K	+32.04%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0%	1.32M	21.13M	-785.55K	-37.27%
Dec 31, 2023	NORTHERN TRUST CORP	0%	1.33M	21.29M	-813.88K	-37.92%
Dec 31, 2023	FRANKLIN RESOURCES INC	0%	1.35M	21.62M	-2.79K	-0.21%
Dec 31, 2023	SILVERCREST ASSET MANAGEMENT GROUP LLC	0%	1.65M	26.31M	-1.94M	-54.15%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0%	1.66M	26.49M	-71.57K	-4.14%
Dec 31, 2023	MORGAN STANLEY	0%	1.73M	27.69M	77.35K	+4.67%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0%	1.99M	31.87M	116.55K	+6.21%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0%	2.01M	32.08M	-474.66K	-19.12%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0%	2.18M	34.8M	1.14M	+109.71%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	2.21M	35.26M	18.33K	+0.84%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0%	896.91K	14.33M	36.43K	+4.23%
Dec 31, 2023	CREDIT SUISSE AG/	0%	867.72K	13.87M	32.36K	+3.87%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0%	822.76K	13.15M	22.38K	+2.80%
Dec 31, 2023	BARCLAYS PLC	0%	818.08K	13.07M	193.33K	+30.94%
Dec 31, 2023	INVESCO LTD.	0%	808.02K	12.91M	-2.6K	-0.32%
Dec 31, 2023	ALYESKA INVESTMENT GROUP, L.P.	0%	803.29K	12.84M	193.36K	+31.70%
Dec 31, 2023	BROOKFIELD CORP /ON/	0%	719.76K	11.5M	719.76K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0%	711.53K	11.37M	-859.54K	-54.71%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	672.46K	10.75M	-39.25K	-5.51%
Dec 31, 2023	DEUTSCHE BANK AG\	0%	653.01K	10.44M	-111.01K	-14.53%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0%	625.06K	9.99M	15.63K	+2.56%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0%	615.5K	9.84M	-179.2K	-22.55%
Dec 31, 2023	ROYAL BANK OF CANADA	0%	586.95K	9.38M	-10.39K	-1.74%
Dec 31, 2023	SCHONFELD STRATEGIC ADVISORS LLC	0%	1.08M	17.24M	1.08M	+100.00%
Dec 31, 2023	SEI INVESTMENTS CO	0%	572.75K	9.15M	-16.04K	-2.72%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0%	564.19K	9.02M	-18.72K	-3.21%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0%	559.38K	8.94M	64.2K	+12.97%
Dec 31, 2023	NORGES BANK	0%	550.55K	8.8M	550.55K	+100.00%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0%	544.08K	8.69M	-2.56K	-0.47%
Dec 31, 2023	NOMURA HOLDINGS INC	0%	513.19K	8.2M	157.64K	+44.34%
Dec 31, 2023	PEREGRINE CAPITAL MANAGEMENT LLC	0%	468.61K	7.49M	-154.75K	-24.82%
Dec 31, 2023	RHUMBLINE ADVISERS	0%	463.74K	7.41M	38.89K	+9.15%
Dec 31, 2023	STATE OF NEW JERSEY COMMON PENSION FUND D	0%	420.29K	6.72M	-22.59K	-5.10%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0%	413.14K	6.6M	413.14K	+100.00%
Dec 31, 2023	BLACKROCK INC.	0.02%	22.5M	359.55M	594.9K	+2.72%
Dec 31, 2023	VANGUARD GROUP INC	0.02%	19.4M	310.06M	-401.98K	-2.03%
Dec 31, 2023	FULLER & THALER ASSET MANAGEMENT, INC.	0.01%	9.83M	157.15M	750.11K	+8.26%
Dec 31, 2023	STATE STREET CORP	0.01%	8.14M	130.13M	51.43K	+0.64%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0%	2.82M	45.13M	81.69K	+2.98%

Insiders

Among the PEB insiders holding of 2.23% of the stake in company, BORTZ JON E, Chairman and CEO, holds the largest shares of 1.56M. FISHER THOMAS CHARLES, Co-President, C Investmt Ofcr, is the second largest PEB insider with ownership of 254.45K shares. MARTZ RAYMOND D, Co-President,CFO,Treasurer,Sec, stands third with possession of 253.39K shares of that stake.

Insiders	Designation	Shares Held
BORTZ JON E	Chairman and CEO	1.56M
FISHER THOMAS CHARLES	Co-President, C Investmt Ofcr	254.45K
MARTZ RAYMOND D	Co-President,CFO,Treasurer,Sec	253.39K
SCHALL MICHAEL J	director	119.69K
JACKSON RON E.	director	106.9K
DONNELL CYDNEY	director	26.63K
MILLER PHILLIP M.	director	13.1K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 15, 2025	BORTZ JON E	SALE	11.26	50K	563.15K	1.56M
Nov 19, 2025	SCHALL MICHAEL J	PURCHASE	10.85	10K	108.5K	119.69K
Aug 19, 2025	SCHALL MICHAEL J	PURCHASE	10.08	10K	100.8K	109.69K
Jun 06, 2025	BORTZ JON E	PURCHASE	9.50	5K	47.5K	1.61M
May 30, 2025	BORTZ JON E	PURCHASE	9.15	18K	164.7K	1.6M
May 27, 2025	BORTZ JON E	PURCHASE	9.00	6K	54K	1.58M
May 23, 2025	JACKSON RON E.	PURCHASE	8.91	10K	89.1K	106.9K
May 22, 2025	BORTZ JON E	PURCHASE	8.99	20K	179.8K	1.58M
May 20, 2025	BORTZ JON E	PURCHASE	9.73	23.21K	225.86K	1.56M
May 16, 2025	BORTZ JON E	PURCHASE	10.07	10.79K	108.63K	1.53M
May 07, 2025	SCHALL MICHAEL J	PURCHASE	9.04	10K	90.4K	18.5K
May 07, 2025	BORTZ JON E	PURCHASE	8.97	15K	134.55K	1.52M
May 06, 2025	BORTZ JON E	PURCHASE	8.94	42K	375.48K	1.51M
Mar 24, 2025	BORTZ JON E	PURCHASE	10.45	25K	261.25K	1.47M
Mar 21, 2025	BORTZ JON E	PURCHASE	10.11	28K	283.08K	1.44M
Mar 05, 2025	BORTZ JON E	PURCHASE	11.91	15K	178.65K	1.41M
Mar 05, 2025	SCHALL MICHAEL J	PURCHASE	11.87	10K	118.7K	99.69K
Nov 21, 2024	BORTZ JON E	PURCHASE	12.68	13K	164.84K	1.4M
Nov 15, 2024	BORTZ JON E	PURCHASE	12.02	2K	24.04K	1.38M
Nov 14, 2024	BORTZ JON E	PURCHASE	12.48	26K	324.48K	1.38M
Nov 12, 2024	BORTZ JON E	SALE	22.16	4.9K	108.58K	0
Aug 14, 2024	BORTZ JON E	PURCHASE	12.34	8K	98.72K	1.35M
Aug 13, 2024	BORTZ JON E	PURCHASE	12.21	22K	268.62K	1.34M
Aug 05, 2024	BORTZ JON E	PURCHASE	11.98	66K	790.68K	1.32M
Jun 26, 2024	MILLER PHILLIP M.	SALE	13.29	3.5K	46.52K	13.1K
Jun 11, 2024	BORTZ JON E	PURCHASE	13.60	16K	217.6K	1.25M
Jun 10, 2024	BORTZ JON E	PURCHASE	13.58	29K	393.82K	1.24M
May 30, 2024	BORTZ JON E	PURCHASE	13.67	17K	232.39K	1.21M
May 29, 2024	BORTZ JON E	PURCHASE	13.49	3K	40.47K	1.19M
Feb 26, 2024	FISHER THOMAS CHARLES	SALE	15.62	11.44K	178.7K	254.45K
Feb 26, 2024	MARTZ RAYMOND D	SALE	15.72	11.44K	179.81K	253.39K
Nov 13, 2023	BORTZ JON E	PURCHASE	17.90	3K	53.7K	7K
Nov 10, 2023	BORTZ JON E	PURCHASE	17.79	4K	71.17K	4K
Nov 07, 2023	BORTZ JON E	SALE	12.32	8K	98.59K	1.17M
Aug 17, 2023	MILLER PHILLIP M.	SALE	14.46	10K	144.6K	11.66K
Jun 23, 2023	BORTZ JON E	PURCHASE	12.66	8K	101.26K	1.17M
Jun 22, 2023	BORTZ JON E	PURCHASE	12.68	3K	38.04K	1.16M
Jun 21, 2023	BORTZ JON E	PURCHASE	12.59	11.37K	143.12K	1.16M
Jun 20, 2023	BORTZ JON E	PURCHASE	12.84	28K	359.49K	1.15M
Mar 22, 2023	BORTZ JON E	PURCHASE	12.95	11K	142.43K	1.12M
Mar 17, 2023	BORTZ JON E	PURCHASE	13.22	3K	39.66K	1.11M
Mar 16, 2023	BORTZ JON E	PURCHASE	13.62	14K	190.67K	1.11M
Mar 14, 2023	BORTZ JON E	PURCHASE	13.68	6K	82.07K	1.09M
Mar 13, 2023	BORTZ JON E	PURCHASE	13.78	10K	137.78K	1.09M
Mar 10, 2023	BORTZ JON E	PURCHASE	13.89	10K	138.93K	1.08M
Mar 09, 2023	BORTZ JON E	PURCHASE	14.41	28.14K	405.51K	1.07M
Mar 08, 2023	BORTZ JON E	PURCHASE	14.93	14.87K	221.99K	1.04M
Mar 01, 2023	BORTZ JON E	PURCHASE	14.30	7K	100.13K	1.03M
Feb 28, 2023	BORTZ JON E	PURCHASE	14.54	14K	203.5K	1.02M
Oct 03, 2022	MILLER PHILLIP M.	SALE	14.61	4K	58.44K	15.95K
Sep 27, 2022	MILLER PHILLIP M.	SALE	14.83	5.2K	77.12K	19.95K
Jun 30, 2022	JACKSON RON E.	PURCHASE	16.86	5.9K	99.47K	61.12K
Jun 29, 2022	BORTZ JON E	PURCHASE	16.33	10K	163.3K	990.83K
Dec 31, 2021	BORTZ JON E	SALE	24.75	6.87K	169.96K	0
Dec 30, 2021	BORTZ JON E	SALE	22.44	22K	493.68K	952.88K
Dec 29, 2021	BORTZ JON E	SALE	24.90	19.13K	476.39K	6.87K
Dec 28, 2021	BORTZ JON E	SALE	24.96	961	23.99K	0
Dec 27, 2021	BORTZ JON E	SALE	25.01	890	22.26K	961
Dec 23, 2021	BORTZ JON E	SALE	25.07	4.09K	102.61K	1.85K
Dec 22, 2021	BORTZ JON E	SALE	25.01	4.06K	101.49K	5.94K
Dec 21, 2021	BORTZ JON E	SALE	25.01	2.23K	55.82K	10K
Dec 20, 2021	BORTZ JON E	SALE	25.01	1.73K	43.19K	12.23K
Dec 17, 2021	BORTZ JON E	SALE	24.99	504	12.59K	13.96K
Nov 22, 2021	BORTZ JON E	SALE	24.96	208	5.19K	14.47K
Nov 10, 2021	BORTZ JON E	SALE	25.02	195	4.88K	14.67K
Nov 05, 2021	BORTZ JON E	SALE	25.13	7.42K	186.54K	14.87K
Nov 04, 2021	BORTZ JON E	SALE	25.20	951	23.97K	22.34K
Sep 29, 2021	BORTZ JON E	SALE	24.75	5K	123.75K	23.29K
Mar 03, 2021	FISHER THOMAS CHARLES	SALE	23.66	9.27K	219.23K	177.85K
Mar 03, 2021	MARTZ RAYMOND D	SALE	23.73	9.27K	219.88K	250.58K
Nov 06, 2020	BORTZ JON E	PURCHASE	20.95	14.03K	293.78K	25.63K
Nov 03, 2020	BORTZ JON E	PURCHASE	21.20	7.5K	158.97K	11.6K
Sep 14, 2020	BORTZ JON E	PURCHASE	21.47	5.01K	107.65K	21K
Sep 11, 2020	BORTZ JON E	PURCHASE	21.16	3.69K	78.03K	4.1K
Sep 10, 2020	BORTZ JON E	PURCHASE	21.09	413	8.71K	413
Sep 09, 2020	BORTZ JON E	PURCHASE	20.77	1K	20.77K	1K
Dec 07, 2018	DONNELL CYDNEY	PURCHASE	35.58	1.4K	49.81K	26.63K
Apr 11, 2017	BORTZ JON E	SALE	29.66	10.1K	299.48K	664.84K
Apr 11, 2017	MARTZ RAYMOND D	SALE	29.66	5.7K	169.12K	173.15K
Mar 21, 2017	FISHER THOMAS CHARLES	SALE	27.44	13.03K	357.41K	100.58K
Mar 21, 2017	MARTZ RAYMOND D	SALE	27.92	12.83K	358.16K	178.85K
Mar 21, 2017	BORTZ JON E	SALE	27.66	31.26K	864.74K	674.94K
Dec 09, 2016	BORTZ JON E	SALE	31.38	25K	784.5K	658.73K
Nov 14, 2016	BORTZ JON E	SALE	28.52	43.42K	1.24M	683.73K
Nov 03, 2016	JACKSON RON E.	SALE	23.98	4K	95.92K	28.3K
Jun 14, 2016	MARTZ RAYMOND D	SALE	25.21	7.93K	199.99K	169.59K
Jun 13, 2016	MARTZ RAYMOND D	SALE	25.32	7.92K	200.41K	177.53K
Feb 29, 2016	DONNELL CYDNEY	PURCHASE	27.23	1K	27.23K	18.57K
Oct 27, 2015	BORTZ JON E	PURCHASE	32.99	100	3.3K	300
Mar 02, 2015	MARTZ RAYMOND D	SALE	49.42	16.99K	839.4K	153.87K
Feb 27, 2015	FISHER THOMAS CHARLES	SALE	48.64	30K	1.46M	59.33K
Feb 20, 2015	JACKSON RON E.	PURCHASE	48.44	505	24.46K	26.34K
May 06, 2014	MILLER PHILLIP M.	SALE	33.80	1.49K	50.36K	4.59K
Sep 09, 2011	SCHALL MICHAEL J	PURCHASE	14.84	2.5K	37.1K	8.5K
Sep 02, 2011	JACKSON RON E.	PURCHASE	15.36	5K	76.8K	15.06K
Aug 19, 2011	BORTZ JON E	PURCHASE	14.35	10K	143.5K	205.51K
Aug 19, 2011	MARTZ RAYMOND D	PURCHASE	14.15	355	5.02K	39.8K
Aug 18, 2011	BORTZ JON E	PURCHASE	15.30	5K	76.5K	195.51K
Aug 17, 2011	BORTZ JON E	PURCHASE	16.11	5K	80.55K	190.51K
Aug 15, 2011	BORTZ JON E	PURCHASE	16.20	5K	81K	185.51K
Aug 09, 2011	DONNELL CYDNEY	PURCHASE	15.10	1K	15.1K	8.34K
Aug 09, 2011	MARTZ RAYMOND D	PURCHASE	15.50	271	4.2K	39.44K
Aug 05, 2011	MARTZ RAYMOND D	PURCHASE	16.88	783	13.22K	39.01K
Aug 05, 2011	DONNELL CYDNEY	PURCHASE	16.94	1K	16.94K	7.34K
May 06, 2011	SCHALL MICHAEL J	PURCHASE	20.80	5K	104.01K	6K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE10K1

SALES50K1

NET SHARES-40K0

SHARES HELD1.68M2

% NET SHARES-102.39%-100%

Frequently Asked Questions