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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.
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.
About 33.43% of REFI shares are held by financial institutions. SUSQUEHANNA INTERNATIONAL GROUP, LLP is the top corporate investor, holding 47.6K shares valued at $608.80K. A 0.23% stake in Chicago Atlantic Real Estate Finance, Inc. is owned by the company. ADVISORSHARES INVESTMENTS LLC owns 26.23K shares valued at $335.52K, which translates its holding of 0.12% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.23% | 47.6K | 608.8K | 32.7K | +219.46% |
| Sep 30, 2025 | ADVISORSHARES INVESTMENTS LLC | 0.12% | 26.23K | 335.52K | -25.78K | -49.56% |
| Sep 30, 2025 | DOLIVER ADVISORS, LP | 0.49% | 103.76K | 1.33M | 23.17K | +28.75% |
| Sep 30, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.58% | 121.95K | 1.56M | 24.9K | +25.65% |
| Sep 30, 2025 | CLAYTON PARTNERS LLC | 0.66% | 137.96K | 1.76M | 137.96K | +100.00% |
| Sep 30, 2025 | HB WEALTH MANAGEMENT, LLC | 0.06% | 12.5K | 159.85K | 61 | +0.49% |
| Sep 30, 2025 | CWM, LLC | 0.01% | 2.16K | 28K | 955 | +79.25% |
| Sep 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.01% | 2.33K | 29.8K | 0 | 0 |
| Sep 30, 2025 | ACADIAN ASSET MANAGEMENT LLC | 0.01% | 3.03K | 38K | 3.03K | +100.00% |
| Sep 30, 2025 | STRS OHIO | 0.02% | 3.2K | 40.93K | 0 | 0 |
| Sep 30, 2025 | NISA INVESTMENT ADVISORS, LLC | 0.02% | 3.31K | 45.81K | -4.1K | -55.31% |
| Sep 30, 2025 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 0.02% | 4.35K | 55.59K | 0 | 0 |
| Sep 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.02% | 4.53K | 57.98K | -2.19K | -32.56% |
| Sep 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.02% | 4.85K | 61.98K | -3.27K | -40.25% |
| Sep 30, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.03% | 6.04K | 77.23K | 0 | 0 |
| Sep 30, 2025 | FMR LLC | 0.03% | 6.27K | 80.24K | 4.47K | +246.82% |
| Sep 30, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.03% | 6.54K | 83.69K | 2.99K | +84.21% |
| Sep 30, 2025 | STATE OF WYOMING | 0.04% | 8.63K | 110.39K | 4.68K | +118.29% |
| Sep 30, 2025 | DEUTSCHE BANK AG\ | 0.05% | 9.56K | 122.23K | 0 | 0 |
| Sep 30, 2025 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.05% | 9.96K | 127.39K | 0 | 0 |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.23% | 49K | 627K | 928 | +1.93% |
| Sep 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.26% | 54.97K | 703.07K | -1.44K | -2.54% |
| Sep 30, 2025 | QUANTINNO CAPITAL MANAGEMENT LP | 0.09% | 18.19K | 232.64K | 7.63K | +72.24% |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.1% | 20.83K | 266.98K | 2.47K | +13.43% |
| Sep 30, 2025 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 0.1% | 21.44K | 274.15K | -11K | -33.91% |
| Sep 30, 2025 | BARCLAYS PLC | 0.12% | 25.57K | 327.04K | -3.29K | -11.41% |
| Sep 30, 2025 | INVESCO LTD. | 0.12% | 26.13K | 334.24K | 5.76K | +28.25% |
| Sep 30, 2025 | TOROSO INVESTMENTS, LLC | 0.21% | 45.09K | 576.64K | 12.35K | +37.72% |
| Sep 30, 2025 | PENSERRA CAPITAL MANAGEMENT LLC | 0.35% | 73.21K | 936K | 2.47K | +3.49% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.4% | 83.62K | 1.07M | 73.71K | +744.35% |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.68% | 141.96K | 1.82M | 3.86K | +2.79% |
| Sep 30, 2025 | BLACKROCK, INC. | 6.75% | 1.42M | 18.12M | -13.47K | -0.94% |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.23% | 48.2K | 616.49K | 467 | +0.98% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.45% | 93.69K | 1.2M | 8.71K | +10.25% |
| Sep 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.45% | 95K | 1.22M | -3.2K | -3.26% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.07% | 13.92K | 178.02K | 2.78K | +24.99% |
| Sep 30, 2025 | PBMARES WEALTH MANAGEMENT LLC | 0.14% | 30.16K | 385.75K | -650 | -2.11% |
| Sep 30, 2025 | QUADRATURE CAPITAL LTD | 0.15% | 30.59K | 391.59K | 30.59K | +100.00% |
| Sep 30, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.18% | 38.63K | 494.04K | 19.04K | +97.17% |
| Sep 30, 2025 | SAGE MOUNTAIN ADVISORS LLC | 0.78% | 163.81K | 2.1M | 0 | 0 |
| Sep 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.88% | 184.7K | 2.36M | 26.75K | +16.94% |
| Sep 30, 2025 | VAN ECK ASSOCIATES CORP | 0.95% | 198.81K | 2.54M | 9.43K | +4.98% |
| Sep 30, 2025 | CI PRIVATE WEALTH, LLC | 1.06% | 222.13K | 2.84M | -13.27K | -5.64% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.05% | 10.65K | 136.21K | 10.65K | +100.00% |
| Sep 30, 2025 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 0.05% | 11.22K | 143.47K | 0 | 0 |
| Sep 30, 2025 | MML INVESTORS SERVICES, LLC | 0.05% | 11.44K | 146.29M | 11.44K | +100.00% |
| Sep 30, 2025 | CITIGROUP INC | 0.06% | 12.33K | 157.64K | 249 | +2.06% |
| Sep 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0.08% | 16.1K | 205.89K | -23.52K | -59.37% |
| Sep 30, 2025 | CARTESIAN GROWTH CORP | 0.08% | 16.12K | 213.78K | 554 | +3.56% |
| Sep 30, 2025 | INTREPID CAPITAL MANAGEMENT INC | 1.02% | 214.83K | 2.75M | 0 | 0 |
| Sep 30, 2025 | EVERETT HARRIS & CO /CA/ | 0.09% | 18.5K | 236.62K | 0 | 0 |
| Sep 30, 2025 | UBS GROUP AG | 0.09% | 19.78K | 253.01K | -3.1K | -13.56% |
| Sep 30, 2025 | MARTINGALE ASSET MANAGEMENT L P | 0.1% | 20.22K | 258.64K | 0 | 0 |
| Sep 30, 2025 | MARINER, LLC | 0.1% | 20.48K | 261.98K | -169 | -0.82% |
| Sep 30, 2025 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.11% | 22.61K | 289.23K | -661 | -2.84% |
| Sep 30, 2025 | UNITED ADVISOR GROUP, LLC | 0.12% | 24.55K | 314K | 24.55K | +100.00% |
| Sep 30, 2025 | RHUMBLINE ADVISERS | 0.12% | 24.7K | 315.87K | -1.82K | -6.85% |
| Sep 30, 2025 | PERRITT CAPITAL MANAGEMENT INC | 0.13% | 26.5K | 338.92K | -5.65K | -17.58% |
| Sep 30, 2025 | MAGNUS FINANCIAL GROUP LLC | 0.17% | 34.81K | 445.27K | 70 | +0.20% |
| Sep 30, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.18% | 38.51K | 492.49K | 11.45K | +42.34% |
| Sep 30, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.19% | 40.32K | 516K | 18.09K | +81.37% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0.23% | 47.91K | 612.76K | 26.46K | +123.34% |
| Sep 30, 2025 | MORGAN STANLEY | 0.26% | 53.77K | 687.76K | 5.71K | +11.88% |
| Sep 30, 2025 | STATE STREET CORP | 2.54% | 532.53K | 7.06M | 24.62K | +4.85% |
| Sep 30, 2025 | FIELDER CAPITAL GROUP LLC | 3.85% | 809.43K | 10.35M | 37.92K | +4.92% |
| Sep 30, 2025 | VANGUARD GROUP INC | 4.48% | 941K | 12.04M | 19.23K | +2.09% |
| Sep 30, 2025 | NUVEEN, LLC | 0.11% | 22.68K | 290.01K | 0 | 0 |
| Sep 30, 2025 | ALLIANCEBERNSTEIN L.P. | 0.1% | 21.41K | 273.83K | 1.5K | +7.53% |
| Jun 30, 2025 | ASSETMARK, INC | 0% | 9 | 126 | 9 | +100.00% |
| Jun 30, 2025 | FIELDER CAPITAL GROUP LLC | 3.67% | 771.5K | 10.77M | 19.88K | +2.65% |
| Jun 30, 2025 | TOROSO INVESTMENTS, LLC | 0.16% | 32.74K | 457.01K | 2.08K | +6.78% |
| Jun 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 139 | 2.01K | 0 | 0 |
| Jun 30, 2025 | COVESTOR LTD | 0% | 67 | 1K | -18 | -21.18% |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 0% | 24 | 336 | 24 | +100.00% |
| Jun 30, 2025 | TRUE WEALTH DESIGN, LLC | 0% | 13 | 182 | -2 | -13.33% |
| Jun 30, 2025 | HB WEALTH MANAGEMENT, LLC | 0.06% | 12.44K | 173.62K | 19 | +0.15% |
| Jun 30, 2025 | CI PRIVATE WEALTH, LLC | 1.12% | 235.4K | 3.29M | -4.65K | -1.94% |
| Jun 30, 2025 | INTREPID CAPITAL MANAGEMENT INC | 1.02% | 214.83K | 3M | -885 | -0.41% |
| Jun 30, 2025 | QUANTINNO CAPITAL MANAGEMENT LP | 0.05% | 10.56K | 147.42K | 10.56K | +100.00% |
| Jun 30, 2025 | ASCENT GROUP, LLC | 0.05% | 10.12K | 141.22K | -2.47K | -19.63% |
| Jun 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.03% | 6.72K | 93.84K | 6.51K | +3,041.12% |
| Jun 30, 2025 | STATE OF WYOMING | 0.02% | 3.95K | 55.2K | -9.93K | -71.52% |
| Jun 30, 2025 | LARSON FINANCIAL GROUP LLC | 0.02% | 3.6K | 50.27K | 681 | +23.32% |
| Jun 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.01% | 2.33K | 32.53K | 0 | 0 |
| Jun 30, 2025 | MAI CAPITAL MANAGEMENT | 0.01% | 1.5K | 20.94K | 0 | 0 |
| Jun 30, 2025 | QUEST PARTNERS LLC | 0% | 301 | 4.2K | 1 | +0.33% |
| Jun 30, 2025 | BLACKROCK, INC. | 6.81% | 1.43M | 19.96M | -82.42K | -5.45% |
| Jun 30, 2025 | VAN ECK ASSOCIATES CORP | 0.9% | 189.39K | 2.64M | 189.39K | +100.00% |
| Jun 30, 2025 | FRANKLIN RESOURCES INC | 0% | 0 | - | -12.24K | -100.00% |
| Jun 30, 2025 | GROUP ONE TRADING, L.P. | 0% | 0 | - | -1K | -100.00% |
| Jun 30, 2025 | COLDSTREAM CAPITAL MANAGEMENT INC | 0% | 0 | - | -4.99K | -100.00% |
| Jun 30, 2025 | INTECH INVESTMENT MANAGEMENT LLC | 0% | 0 | - | -11.96K | -100.00% |
| Jun 30, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0% | 0 | - | -34.97K | -100.00% |
| Jun 30, 2025 | SG AMERICAS SECURITIES, LLC | 0% | 0 | - | -7.35K | -100.00% |
| Jun 30, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0% | 0 | - | -10.84K | -100.00% |
| Jun 30, 2025 | SAVANT CAPITAL, LLC | 0% | 0 | - | -20.14K | -100.00% |
| Jun 30, 2025 | QUANTBOT TECHNOLOGIES LP | 0% | 0 | - | -7.43K | -100.00% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -12.62K | -100.00% |
| Jun 30, 2025 | CAPITAL ADVISORS, LTD. LLC | 0% | 0 | - | -458 | -100.00% |
| Jun 30, 2025 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 0% | 0 | - | -28.35K | -100.00% |
| Jun 30, 2025 | TOWNSQUARE CAPITAL LLC | 0% | 0 | - | -14.07K | -100.00% |
| Jun 30, 2025 | SLATESTONE WEALTH, LLC | 0% | 0 | - | -12.42K | -100.00% |
| Jun 30, 2025 | COREBRIDGE FINANCIAL, INC. | 0% | 0 | - | -8.51K | -100.00% |
| Jun 30, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0% | 0 | - | -112.57K | -100.00% |
| Jun 30, 2025 | SKOPOS LABS, INC. | 0% | 192 | 2.82K | 0 | 0 |
| Jun 30, 2025 | GEOWEALTH MANAGEMENT, LLC | 0% | 164 | 2.29K | 164 | +100.00% |
| Jun 30, 2025 | GAMMA INVESTING LLC | 0% | 149 | 2.08K | -467 | -75.81% |
| Jun 30, 2025 | SAGE MOUNTAIN ADVISORS LLC | 0.78% | 163.81K | 2.29M | 8.4K | +5.41% |
| Jun 30, 2025 | MORGAN STANLEY | 0.23% | 48.06K | 670.97M | -13.61K | -22.07% |
| Jun 30, 2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 9.5K | 132.58K | -711 | -6.97% |
| Jun 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.04% | 8.11K | 113.23M | 3.16K | +63.92% |
| Jun 30, 2025 | 0.11% | 22.68K | 316.54K | -13.42K | -37.19% | |
| Jun 30, 2025 | FMR LLC | 0.01% | 1.81K | 25.25M | -16 | -0.88% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.01% | 1.27K | 17.66K | 1.27K | +100.00% |
| Jun 30, 2025 | WESTSIDE INVESTMENT MANAGEMENT, INC. | 0% | 500 | 6.98K | 0 | 0 |
| Jun 30, 2025 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0% | 500 | 6.98K | 0 | 0 |
| Jun 30, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0% | 466 | 6.51K | 166 | +55.33% |
| Jun 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 387 | 5.4K | -143 | -26.98% |
| Jun 30, 2025 | HARBOR CAPITAL ADVISORS, INC. | 0% | 215 | 3K | 64 | +42.38% |
| Jun 30, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.46% | 97.05K | 1.35M | -17.15K | -15.02% |
| Jun 30, 2025 | STATE STREET CORP | 2.42% | 507.91K | 7.32M | 23.12K | +4.77% |
| Jun 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.75% | 157.95K | 2.2M | 157.95K | +100.00% |
| Jun 30, 2025 | MARINER, LLC | 0.1% | 20.65K | 288.3K | -661 | -3.10% |
| Jun 30, 2025 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 0.05% | 11.22K | 156.59K | 0 | 0 |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.66% | 138.1K | 1.93M | -4.52K | -3.17% |
| Jun 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.47% | 98.2K | 1.37M | 15K | +18.03% |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.4% | 84.98K | 1.19M | 3.05K | +3.73% |
| Jun 30, 2025 | DOLIVER ADVISORS, LP | 0.38% | 80.59K | 1.13M | 34.4K | +74.48% |
| Jun 30, 2025 | PENSERRA CAPITAL MANAGEMENT LLC | 0.34% | 70.74K | 987K | 1.08K | +1.55% |
| Jun 30, 2025 | TWO SIGMA ADVISERS, LP | 0.32% | 67.7K | 945.09K | -84.6K | -55.55% |
| Jun 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.27% | 56.41K | 787.41K | 5.01K | +9.75% |
| Jun 30, 2025 | ADVISORSHARES INVESTMENTS LLC | 0.25% | 52.01K | 726.07K | -24.8K | -32.29% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.23% | 48.07K | 671K | 1.46K | +3.14% |
| Jun 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.23% | 47.73K | 666.36K | 2.02K | +4.41% |
| Jun 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0.19% | 39.62K | 553.07K | -102.58K | -72.14% |
| Jun 30, 2025 | MAGNUS FINANCIAL GROUP LLC | 0.17% | 34.74K | 485.03K | -682 | -1.93% |
| Jun 30, 2025 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 0.15% | 32.44K | 452.79K | 0 | 0 |
| Jun 30, 2025 | PERRITT CAPITAL MANAGEMENT INC | 0.15% | 32.15K | 448.84K | -19.23K | -37.43% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.07% | 14.9K | 208K | 14.9K | +100.00% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.07% | 13.84K | 193K | 224 | +1.65% |
| Jun 30, 2025 | ARIADNE WEALTH MANAGEMENT, LP | 0.07% | 13.74K | 197.21K | 0 | 0 |
| Jun 30, 2025 | STATE OF WISCONSIN INVESTMENT BOARD | 0.06% | 13.1K | 182.88K | 13.1K | +100.00% |
| Jun 30, 2025 | CITIGROUP INC | 0.06% | 12.08K | 168.58K | -7.94K | -39.68% |
| Jun 30, 2025 | PBMARES WEALTH MANAGEMENT LLC | 0.15% | 30.81K | 430.11K | 0 | 0 |
| Jun 30, 2025 | BARCLAYS PLC | 0.14% | 28.86K | 402K | 11.38K | +65.09% |
| Jun 30, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.13% | 27.05K | 377.65K | 226 | +0.84% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.05% | 11.14K | 155.46K | 710 | +6.81% |
| Jun 30, 2025 | RHUMBLINE ADVISERS | 0.13% | 26.51K | 370.11K | 2.99K | +12.73% |
| Jun 30, 2025 | ATOM INVESTORS LP | 0.12% | 25.76K | 359.67K | 2.73K | +11.87% |
| Jun 30, 2025 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.11% | 23.28K | 324.92K | 1.03K | +4.63% |
| Jun 30, 2025 | UBS GROUP AG | 0.11% | 22.88K | 319.46K | 11.18K | +95.49% |
| Jun 30, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.11% | 22.23K | 311K | -16.35K | -42.37% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0.1% | 21.45K | 299.46K | -13.43K | -38.50% |
| Jun 30, 2025 | INVESCO LTD. | 0.1% | 20.38K | 284.45K | 7.76K | +61.48% |
| Jun 30, 2025 | MARTINGALE ASSET MANAGEMENT L P | 0.1% | 20.22K | 282.3K | 981 | +5.10% |
| Jun 30, 2025 | EVERETT HARRIS & CO /CA/ | 0.09% | 18.5K | 258.26K | -6K | -24.49% |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.09% | 18.37K | 256.94K | 1.45K | +8.55% |
| Jun 30, 2025 | CARTESIAN GROWTH CORP | 0.07% | 15.57K | 224.65K | 510 | +3.39% |
| Jun 30, 2025 | VANGUARD GROUP INC | 4.39% | 921.77K | 12.87M | 17.35K | +1.92% |
| Jun 30, 2025 | ALLIANCEBERNSTEIN L.P. | 0.09% | 19.91K | 277.94M | 6.7K | +50.72% |
| Jun 30, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.09% | 19.59K | 273.49M | 19.59K | +100.00% |
| Jun 30, 2025 | NUVEEN, LLC | 0.11% | 22.68K | 316.54K | -13.42K | -37.19% |
| Mar 31, 2025 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 0.16% | 32.44K | 476.8K | 0 | 0 |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0.17% | 34.88K | 512.77K | -30.58K | -46.72% |
| Mar 31, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.17% | 34.97K | 514.07K | 34.97K | +100.00% |
| Mar 31, 2025 | MAGNUS FINANCIAL GROUP LLC | 0.17% | 35.43K | 520.76K | 2.46K | +7.48% |
| Mar 31, 2025 | 0.17% | 36.1K | 530.66K | 36.1K | +100.00% | |
| Mar 31, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.18% | 38.58K | 568K | 1.12K | +2.98% |
| Mar 31, 2025 | NISA INVESTMENT ADVISORS, LLC | 0.09% | 18.69K | 283.98K | 13.51K | +260.83% |
| Mar 31, 2025 | FIELDER CAPITAL GROUP LLC | 3.6% | 751.62K | 11.05M | 77.33K | +11.47% |
| Mar 31, 2025 | VANGUARD GROUP INC | 4.34% | 904.43K | 13.3M | -470 | -0.05% |
| Mar 31, 2025 | BLACKROCK, INC. | 7.25% | 1.51M | 22.23M | 72.38K | +5.03% |
| Mar 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.25% | 51.4K | 755.51K | 63 | +0.12% |
| Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.39% | 81.93K | 1.2M | 3.36K | +4.28% |
| Mar 31, 2025 | MARTINGALE ASSET MANAGEMENT L P | 0.09% | 19.24K | 282.84K | 901 | +4.91% |
| Mar 31, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.55% | 114.2K | 1.68M | 53.5K | +88.14% |
| Mar 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.68% | 142.2K | 2.09M | 13.46K | +10.46% |
| Mar 31, 2025 | NORTHERN TRUST CORP | 0.68% | 142.62K | 2.1M | -7.19K | -4.80% |
| Mar 31, 2025 | TWO SIGMA ADVISERS, LP | 0.73% | 152.3K | 2.24M | -16.8K | -9.93% |
| Mar 31, 2025 | SAGE MOUNTAIN ADVISORS LLC | 0.75% | 155.41K | 2.28M | 32.48K | +26.42% |
| Mar 31, 2025 | SAVANT CAPITAL, LLC | 0.1% | 20.14K | 296.12K | -568 | -2.74% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.09% | 19.8K | 291.06K | -1.1K | -5.26% |
| Mar 31, 2025 | MORGAN STANLEY | 0.3% | 61.67K | 906.61K | -6.21K | -9.15% |
| Mar 31, 2025 | PENSERRA CAPITAL MANAGEMENT LLC | 0.33% | 69.66K | 1.02M | -17.02K | -19.63% |
| Mar 31, 2025 | PERRITT CAPITAL MANAGEMENT INC | 0.25% | 51.38K | 755.34K | -2.73K | -5.05% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.22% | 46.61K | 685K | 1.95K | +4.36% |
| Mar 31, 2025 | DOLIVER ADVISORS, LP | 0.22% | 46.19K | 678.96K | 18.75K | +68.34% |
| Mar 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.22% | 45.72K | 672.07K | 629 | +1.40% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.21% | 43.63K | 641.29K | 31.88K | +271.56% |
| Mar 31, 2025 | TOROSO INVESTMENTS, LLC | 0.15% | 30.66K | 450.69K | -459.27K | -93.74% |
| Mar 31, 2025 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.14% | 28.35K | 417K | 28.35K | +100.00% |
| Mar 31, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.13% | 26.83K | 394.34K | 26.83K | +100.00% |
| Mar 31, 2025 | EVERETT HARRIS & CO /CA/ | 0.12% | 24.5K | 360.15K | 0 | 0 |
| Mar 31, 2025 | DEUTSCHE BANK AG\ | 0.36% | 75.44K | 1.11M | 65.88K | +689.36% |
| Mar 31, 2025 | CITIGROUP INC | 0.1% | 20.02K | 294.28K | 1.36K | +7.26% |
| Mar 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.4% | 83.2K | 1.22M | -4.49K | -5.12% |
| Mar 31, 2025 | INTREPID CAPITAL MANAGEMENT INC | 1.03% | 215.71K | 3.17M | -495.42K | -69.67% |
| Mar 31, 2025 | CI PRIVATE WEALTH, LLC | 1.15% | 240.05K | 3.53M | 138 | +0.06% |
| Mar 31, 2025 | STATE STREET CORP | 2.32% | 484.79K | 7.34M | -43.49K | -8.23% |
| Mar 31, 2025 | STATE OF WYOMING | 0.07% | 13.88K | 204.08K | 13.88K | +100.00% |
| Mar 31, 2025 | TOWNSQUARE CAPITAL LLC | 0.07% | 14.07K | 206.87K | -5.58K | -28.38% |
| Mar 31, 2025 | CARTESIAN GROWTH CORP | 0.07% | 15.06K | 228.43K | 453 | +3.10% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.08% | 15.65K | 229.98K | -122 | -0.77% |
| Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.08% | 16.92K | 249.42K | 3.94K | +30.34% |
| Mar 31, 2025 | BARCLAYS PLC | 0.08% | 17.48K | 257K | -8.64K | -33.08% |
| Mar 31, 2025 | ADVISORSHARES INVESTMENTS LLC | 0.37% | 76.81K | 1.14M | 0 | 0 |
| Mar 31, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.54% | 112.57K | 1.65M | -8K | -6.64% |
| Mar 31, 2025 | MARINER, LLC | 0.1% | 21.31K | 313.3K | -1.67K | -7.25% |
| Mar 31, 2025 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.11% | 22.24K | 326.99K | -127 | -0.57% |
| Mar 31, 2025 | ATOM INVESTORS LP | 0.11% | 23.03K | 338.54K | -1.07K | -4.44% |
| Mar 31, 2025 | RHUMBLINE ADVISERS | 0.11% | 23.52K | 345.74K | -1.04K | -4.23% |
| Mar 31, 2025 | PBMARES WEALTH MANAGEMENT LLC | 0.15% | 30.81K | 452.91K | 0 | 0 |
| Mar 31, 2024 | JANE STREET GROUP, LLC | 0.1% | 17.43K | 274.93K | 17.43K | +100.00% |
| Mar 31, 2024 | PENSERRA CAPITAL MANAGEMENT LLC | 0.17% | 30K | 473K | 30K | +100.00% |
| Mar 31, 2024 | NUVEEN ASSET MANAGEMENT, LLC | 0.17% | 30.31K | 478.62K | 0 | 0 |
| Mar 31, 2024 | PBMARES WEALTH MANAGEMENT LLC | 0.17% | 30.81K | 485.87K | -1K | -3.14% |
| Mar 31, 2024 | RENAISSANCE TECHNOLOGIES LLC | 0.17% | 30.9K | 487K | 2.4K | +8.42% |
| Mar 31, 2024 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.17% | 31.6K | 498.33K | -22.27K | -41.34% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0.19% | 33.93K | 535.14K | 13.83K | +68.76% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.2% | 36.43K | 574K | 36.43K | +100.00% |
| Mar 31, 2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.22% | 39.11K | 616.7K | -364 | -0.92% |
| Mar 31, 2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.26% | 46.79K | 737.91K | 0 | 0 |
| Mar 31, 2024 | PERRITT CAPITAL MANAGEMENT INC | 0.32% | 59.08K | 931.64K | 42 | +0.07% |
| Mar 31, 2024 | TWO SIGMA ADVISERS, LP | 0.65% | 118K | 1.86M | 25.7K | +27.84% |
| Mar 31, 2024 | TWO SIGMA INVESTMENTS, LP | 0.74% | 133.81K | 2.11M | 2.65K | +2.02% |
| Mar 31, 2024 | HUDSON BAY CAPITAL MANAGEMENT LP | 0.68% | 124.52K | 1.96M | 124.52K | +100.00% |
| Mar 31, 2024 | STATE STREET CORP | 1.88% | 342.42K | 5.56M | 75.3K | +28.19% |
| Mar 31, 2024 | BARCLAYS PLC | 0.06% | 11.49K | 181K | -10.98K | -48.87% |
| Mar 31, 2024 | CITIGROUP INC | 0.07% | 11.81K | 186.31K | 8.47K | +253.40% |
| Mar 31, 2024 | RITHOLTZ WEALTH MANAGEMENT | 0.07% | 12.02K | 189.6K | 525 | +4.57% |
| Mar 31, 2024 | SLATESTONE WEALTH, LLC | 0.07% | 12.42K | 196K | 0 | 0 |
| Mar 31, 2024 | RHUMBLINE ADVISERS | 0.12% | 22.07K | 347.96K | 657 | +3.07% |
| Mar 31, 2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.13% | 23.11K | 365K | 1.11K | +5.05% |
| Mar 31, 2024 | TOROSO INVESTMENTS, LLC | 2.87% | 521.48K | 8.22M | 521.48K | +100.00% |
| Mar 31, 2024 | INTREPID CAPITAL MANAGEMENT INC | 2.11% | 384.41K | 6.06M | 211.41K | +122.20% |
| Mar 31, 2024 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 0.06% | 11.22K | 176.89K | 0 | 0 |
| Mar 31, 2024 | JUMP FINANCIAL, LLC | 0.06% | 10.97K | 172.92K | -135 | -1.22% |
| Mar 31, 2024 | NISA INVESTMENT ADVISORS, LLC | 0.05% | 9.07K | 147.36K | 0 | 0 |
| Mar 31, 2024 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.05% | 9.03K | 142.32K | 0 | 0 |
| Mar 31, 2024 | AMERICAN INTERNATIONAL GROUP, INC. | 0.04% | 8.07K | 127.25K | -69 | -0.85% |
| Mar 31, 2024 | NEW YORK STATE COMMON RETIREMENT FUND | 0.03% | 6.03K | 95K | -8 | -0.13% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.03% | 5.77K | 91.04K | 743 | +14.77% |
| Mar 31, 2024 | QUANTBOT TECHNOLOGIES LP | 0.02% | 3.64K | 57.32K | -140 | -3.71% |
| Mar 31, 2024 | STRS OHIO | 0.02% | 3.2K | 50K | -200 | -5.88% |
| Mar 31, 2024 | LINDBROOK CAPITAL, LLC | 0.02% | 2.9K | 45.73K | -1.84K | -38.79% |
| Mar 31, 2024 | NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 0.01% | 2.35K | 37.06K | 2.35K | +100.00% |
| Mar 31, 2024 | REGISTER FINANCIAL ADVISORS LLC | 0.01% | 2.06K | 32.52K | 2.06K | +100.00% |
| Mar 31, 2024 | LARSON FINANCIAL GROUP LLC | 0.01% | 1.58K | 24.88K | 1.21K | +328.80% |
| Mar 31, 2024 | RUSSELL INVESTMENTS GROUP, LTD. | 0.01% | 1.39K | 21.87K | 16 | +1.17% |
| Mar 31, 2024 | LEGAL & GENERAL GROUP PLC | 0.01% | 1.36K | 21.4M | -1.34K | -49.68% |
| Mar 31, 2024 | AMERITAS INVESTMENT PARTNERS, INC. | 0.01% | 1.35K | 21.32M | 0 | 0 |
| Mar 31, 2024 | GENEOS WEALTH MANAGEMENT INC. | 0.01% | 1K | 15.77K | 0 | 0 |
| Mar 31, 2024 | METROPOLITAN LIFE INSURANCE CO/NY | 0.01% | 935 | 14.75K | 0 | 0 |
| Mar 31, 2024 | UBS GROUP AG | 0.12% | 21.57K | 340.14K | -2.4K | -9.99% |
| Mar 31, 2024 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.11% | 19.95K | 314.55K | -622 | -3.02% |
| Mar 31, 2024 | PRUDENTIAL FINANCIAL INC | 0.11% | 19.76K | 311.63K | 5.3K | +36.65% |
| Mar 31, 2024 | INVESCO LTD. | 0.11% | 19.53K | 308.04K | 740 | +3.94% |
| Mar 31, 2024 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.1% | 17.5K | 275.98K | 747 | +4.46% |
| Mar 31, 2024 | MILLENNIUM MANAGEMENT LLC | 0.09% | 17.12K | 270.01K | 17.12K | +100.00% |
| Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.09% | 16.2K | 255.47K | 5.3K | +48.62% |
| Mar 31, 2024 | ORION PORTFOLIO SOLUTIONS, LLC | 0.09% | 15.93K | 251.23K | 15.93K | +100.00% |
| Mar 31, 2024 | MARTINGALE ASSET MANAGEMENT L P | 0.09% | 15.63K | 246.5K | 0 | 0 |
| Mar 31, 2024 | TRUIST FINANCIAL CORP | 0.08% | 15.42K | 243.14K | -726 | -4.50% |
| Mar 31, 2024 | PEAK6 INVESTMENTS LLC | 0.08% | 14.2K | 223.93K | 0 | 0 |
| Mar 31, 2024 | CARTESIAN GROWTH CORP | 0.07% | 13.36K | 216.98K | 377 | +2.90% |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0.07% | 12.5K | 197.13K | -27.8K | -68.98% |
| Mar 31, 2024 | BALYASNY ASSET MANAGEMENT L.P. | 0.07% | 12.49K | 196.92K | 12.49K | +100.00% |
| Mar 31, 2024 | BLACKROCK INC. | 7.28% | 1.32M | 20.88M | 4.35K | +0.33% |
| Mar 31, 2024 | VANGUARD GROUP INC | 4.45% | 810K | 12.77M | 42.74K | +5.57% |
| Mar 31, 2024 | EMFO, LLC | 1.61% | 292.01K | 4.6M | 0 | 0 |
| Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 1.03% | 187.51K | 2.96M | 8.41K | +4.70% |
| Mar 31, 2024 | NORTHERN TRUST CORP | 0.74% | 135.04K | 2.13M | -5.98K | -4.24% |
| Mar 31, 2024 | ADVISORSHARES INVESTMENTS LLC | 0.49% | 89.36K | 1.41M | 10K | +12.60% |
| Mar 31, 2024 | SAGE MOUNTAIN ADVISORS LLC | 0.4% | 72.79K | 1.15M | 872 | +1.21% |
| Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.28% | 50.72K | 799.83K | -3.04K | -5.65% |
| Mar 31, 2024 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.26% | 47.33K | 746K | 29.06K | +159.13% |
| Mar 31, 2024 | MORGAN STANLEY | 0.26% | 47.29K | 745.82K | -8.81K | -15.71% |
| Mar 31, 2024 | EVERETT HARRIS & CO /CA/ | 0.13% | 24.5K | 386.37K | 0 | 0 |
| Mar 31, 2024 | MARINER, LLC | 0.16% | 29.41K | 463.79K | -7.69K | -20.73% |
| Dec 31, 2023 | ADVISORSHARES INVESTMENTS LLC | 0.44% | 79.36K | 1.28M | -1.09K | -1.35% |
| Dec 31, 2023 | SAGE MOUNTAIN ADVISORS LLC | 0.4% | 71.91K | 1.16M | 17.88K | +33.10% |
| Dec 31, 2023 | PERRITT CAPITAL MANAGEMENT INC | 0.32% | 59.03K | 955.17K | -7K | -10.60% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0.11% | 20.11K | 325.35K | 9K | +80.96% |
| Dec 31, 2023 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.11% | 20.57K | 332.79K | 641 | +3.22% |
| Dec 31, 2023 | MARINER, LLC | 0.2% | 37.1K | 600.33K | -12.73K | -25.55% |
| Dec 31, 2023 | PBMARES WEALTH MANAGEMENT LLC | 0.17% | 31.81K | 514.69K | 1.7K | +5.65% |
| Dec 31, 2023 | INVESCO LTD. | 0.1% | 18.79K | 304.07K | 6.81K | +56.77% |
| Dec 31, 2023 | ACADIAN ASSET MANAGEMENT LLC | 0.31% | 56.67K | 915K | -10.79K | -16.00% |
| Dec 31, 2023 | MORGAN STANLEY | 0.31% | 56.11K | 907.79K | 18.16K | +47.86% |
| Dec 31, 2023 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.3% | 53.87K | 871.68K | -3.5K | -6.09% |
| Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.3% | 53.75K | 869.74K | -614 | -1.13% |
| Dec 31, 2023 | MARTINGALE ASSET MANAGEMENT L P | 0.09% | 15.63K | 252.91K | 800 | +5.39% |
| Dec 31, 2023 | PRUDENTIAL FINANCIAL INC | 0.08% | 14.46K | 233.98K | 14.46K | +100.00% |
| Dec 31, 2023 | PEAK6 INVESTMENTS LLC | 0.08% | 14.2K | 229.76K | 14.2K | +100.00% |
| Dec 31, 2023 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.22% | 39.47K | 638.62K | -2.52K | -5.99% |
| Dec 31, 2023 | CITADEL ADVISORS LLC | 0.1% | 18.5K | 299.33K | 18.5K | +100.00% |
| Dec 31, 2023 | RHUMBLINE ADVISERS | 0.12% | 21.41K | 346.37K | -176 | -0.82% |
| Dec 31, 2023 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.12% | 21.99K | 356K | 21.99K | +100.00% |
| Dec 31, 2023 | BARCLAYS PLC | 0.12% | 22.47K | 363K | 19.62K | +687.08% |
| Dec 31, 2023 | UBS GROUP AG | 0.13% | 23.96K | 387.74K | 7.94K | +49.53% |
| Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.13% | 24.32K | 393.42K | -144 | -0.59% |
| Dec 31, 2023 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.26% | 46.79K | 757.1K | -1.72K | -3.54% |
| Dec 31, 2023 | DAKOTA WEALTH MANAGEMENT | 0.07% | 13.3K | 215.15K | 25 | +0.19% |
| Dec 31, 2023 | AXS INVESTMENTS LLC | 0.25% | 45.99K | 744.04K | -2.12K | -4.40% |
| Dec 31, 2023 | CARTESIAN GROWTH CORP | 0.07% | 12.98K | 219.95K | 12.98K | +100.00% |
| Dec 31, 2023 | NUVEEN ASSET MANAGEMENT, LLC | 0.17% | 30.31K | 491.45K | 8.78K | +40.77% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.16% | 29.24K | 473.17K | 7.93K | +37.18% |
| Dec 31, 2023 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.1% | 18.26K | 295K | 18.26K | +100.00% |
| Dec 31, 2023 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.09% | 16.75K | 271.08K | 238 | +1.44% |
| Dec 31, 2023 | RENAISSANCE TECHNOLOGIES LLC | 0.16% | 28.5K | 461K | -4.4K | -13.37% |
| Dec 31, 2023 | EVERETT HARRIS & CO /CA/ | 0.13% | 24.5K | 396.41K | 0 | 0 |
| Dec 31, 2023 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.07% | 12.72K | 205.73K | 0 | 0 |
| Dec 31, 2023 | SLATESTONE WEALTH, LLC | 0.07% | 12.42K | 201K | 12.42K | +100.00% |
| Dec 31, 2023 | RITHOLTZ WEALTH MANAGEMENT | 0.06% | 11.5K | 186.03K | 186 | +1.64% |
| Dec 31, 2023 | TRUIST FINANCIAL CORP | 0.09% | 16.14K | 261.21K | 3K | +22.82% |
| Dec 31, 2023 | JANUS HENDERSON GROUP PLC | 0.06% | 11.38K | 184.06K | 11.38K | +100.00% |
| Dec 31, 2023 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 0.06% | 11.22K | 181K | 0 | 0 |
| Dec 31, 2023 | JUMP FINANCIAL, LLC | 0.06% | 11.1K | 179.6K | 900 | +8.82% |
| Dec 31, 2023 | BLACKROCK INC. | 7.26% | 1.32M | 21.35M | 52.96K | +4.18% |
| Dec 31, 2023 | VANGUARD GROUP INC | 4.22% | 767.26K | 12.41M | 12.83K | +1.70% |
| Dec 31, 2023 | EMFO, LLC | 1.61% | 292.01K | 4.72M | -6.39K | -2.14% |
| Dec 31, 2023 | STATE STREET CORP | 1.47% | 267.12K | 4.52M | 42.66K | +19.01% |
| Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.99% | 179.1K | 2.9M | 5.77K | +3.33% |
| Dec 31, 2023 | INTREPID CAPITAL MANAGEMENT INC | 0.95% | 173K | 2.8M | 0 | 0 |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.09% | 15.96K | 258K | 2.97K | +22.88% |
| Dec 31, 2023 | NORTHERN TRUST CORP | 0.78% | 141.02K | 2.28M | 7.84K | +5.88% |
| Dec 31, 2023 | TWO SIGMA INVESTMENTS, LP | 0.72% | 131.15K | 2.12M | -31.04K | -19.14% |
| Dec 31, 2023 | TWO SIGMA ADVISERS, LP | 0.51% | 92.3K | 1.49M | -47.4K | -33.93% |
Among the REFI insiders holding of 14.16% of the stake in company, CHICAGO ATLANTIC FUND QP, LLC, 10 percent owner, holds the largest shares of 6.61M. CHICAGO ATLANTIC CRE HOLDINGS, LLC, 10 percent owner, is the second largest REFI insider with ownership of 4.13M shares. MAZARAKIS JOHN, Executive Chairman, stands third with possession of 416.61K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| CHICAGO ATLANTIC FUND QP, LLC | 10 percent owner | 6.61M |
| CHICAGO ATLANTIC CRE HOLDINGS, LLC | 10 percent owner | 4.13M |
| MAZARAKIS JOHN | Executive Chairman | 416.61K |
| BODMEIER ANDREAS | Co-President and CIO | 234.38K |
| CAPPELL ANTHONY | Chief Executive Officer | 227.45K |
| SACK PETER | Co-Chief Executive Officer | 81.26K |
| KITE DAVID | Chief Operating Officer | 59.52K |
| SILVERMAN PHILLIP | Chief Financial Officer | 39.05K |
| KONIGSBERG BRANDON | director | 27.55K |
| HERBST FREDERICK C | director | 5K |
| STEINER MICHAEL L. | director | 5K |
| PAPASTAVROU JASON D | director | 3K |
| MENZE LINDSAY | Chief Financial Officer | 300 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Oct 16, 2025 | MAZARAKIS JOHN | PURCHASE | 12.75 | 8K | 102K | 416.61K |
| Oct 15, 2025 | PAPASTAVROU JASON D | PURCHASE | 12.68 | 3K | 38.04K | 3K |
| Oct 15, 2025 | KITE DAVID | PURCHASE | 12.70 | 2.5K | 31.75K | 59.52K |
| Oct 14, 2025 | SACK PETER | PURCHASE | 12.43 | 8.15K | 101.3K | 81.26K |
| Oct 14, 2025 | KONIGSBERG BRANDON | PURCHASE | 12.33 | 7K | 86.3K | 27.55K |
| Oct 14, 2025 | KITE DAVID | PURCHASE | 12.31 | 2.5K | 30.78K | 57.02K |
| Oct 01, 2025 | MAZARAKIS JOHN | PURCHASE | 12.43 | 7.5K | 93.23K | 408.61K |
| Apr 09, 2025 | SILVERMAN PHILLIP | PURCHASE | 13.00 | 769 | 10K | 39.05K |
| Mar 14, 2023 | MAZARAKIS JOHN | PURCHASE | 13.19 | 10K | 131.9K | 243.95K |
| Dec 12, 2022 | BODMEIER ANDREAS | PURCHASE | 15.86 | 9.18K | 145.66K | 234.38K |
| Dec 12, 2022 | SACK PETER | PURCHASE | 15.86 | 2.4K | 38K | 5.82K |
| Dec 12, 2022 | MAZARAKIS JOHN | PURCHASE | 15.86 | 9.18K | 145.66K | 233.95K |
| Dec 12, 2022 | CAPPELL ANTHONY | PURCHASE | 15.86 | 9.18K | 145.66K | 227.45K |
| May 23, 2022 | MAZARAKIS JOHN | PURCHASE | 15.50 | 7K | 108.5K | 163.25K |
| May 17, 2022 | KITE DAVID | PURCHASE | 15.06 | 300 | 4.52K | 17.28K |
| Apr 25, 2022 | PAPASTAVROU JASON D | PURCHASE | 17.91 | 3K | 53.73K | 15.01K |
| Apr 22, 2022 | PAPASTAVROU JASON D | PURCHASE | 17.94 | 2.32K | 41.7K | 12.01K |
| Dec 08, 2021 | STEINER MICHAEL L. | PURCHASE | 16.00 | 5K | 80K | 5K |
| Dec 08, 2021 | SACK PETER | PURCHASE | 16.00 | 300 | 4.8K | 300 |
| Dec 08, 2021 | PAPASTAVROU JASON D | PURCHASE | 16.00 | 5K | 80K | 5K |
| Dec 08, 2021 | MENZE LINDSAY | PURCHASE | 16.00 | 300 | 4.8K | 300 |
| Dec 08, 2021 | KONIGSBERG BRANDON | PURCHASE | 16.00 | 1K | 16K | 1K |
| Dec 08, 2021 | BODMEIER ANDREAS | PURCHASE | 16.00 | 1K | 16K | 163.68K |
| Dec 08, 2021 | HERBST FREDERICK C | PURCHASE | 16.00 | 5K | 80K | 5K |
| Dec 08, 2021 | CAPPELL ANTHONY | PURCHASE | 16.25 | 500 | 8.13K | 218.27K |
| Dec 08, 2021 | MAZARAKIS JOHN | PURCHASE | 16.00 | 5K | 80K | 5K |
| Dec 07, 2021 | CHICAGO ATLANTIC CRE HOLDINGS, LLC | PURCHASE | 16.00 | 175K | 2.8M | 4.13M |
| Dec 07, 2021 | CAPPELL ANTHONY | PURCHASE | 16.00 | 156.25K | 2.5M | 156.25K |
| Dec 07, 2021 | CHICAGO ATLANTIC FUND QP, LLC | PURCHASE | 16.00 | 918.75K | 14.7M | 6.61M |
| Dec 07, 2021 | MAZARAKIS JOHN | PURCHASE | 16.00 | 156.25K | 2.5M | 156.25K |
| Dec 07, 2021 | BODMEIER ANDREAS | PURCHASE | 16.00 | 156.25K | 2.5M | 162.68K |