How many institutions own RJF 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 RJF shares is 1203, representing 79.27% of the company's common stock.

Who are the major shareholders selling Raymond James Financial, Inc. stock?

BANK OF AMERICA CORP /DE/, in the last quarter, reduced its stake in RJF by -12.72% restricting it's holding to 2 million shares of worth nearly $344.77M. BNP PARIBAS ARBITRAGE, SNC also lessened -2.1% of the RJF shares from its portfolio, reducing its holding to 408.22 thousand shares of worth $70.46M. RHUMBLINE ADVISERS also shunned RJF shares holding by -1.31% last quarter which brought its holding to 356.21 thousand shares worth $61.48M.

Investors who are buying RJF stock?

As per its latest 13F filing, DEUTSCHE BANK AG\ increased its stake in RJF by 1.81% in the last quarter. The institutional holder raised its holding to 597.23 thousand shares having worth more than $103.08M. SEI INVESTMENTS CO also added 2.76% more shares of RJF to its portfolio, raising its holding to 932.6 thousand shares of worth $160.97M. HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND also increased its RJF shares holding by 295.22% which brought its holding to 466.93 thousand shares worth $80.59M.

RJF's major insiders: who are they?

The insider with the most stakes in RJF is REILLY PAUL C , Executive Chair at the company. Additionally, RJF stock is highly held by Vice Chairman TROCIN JEFFREY E and Vice Chairman GODBOLD FRANCIS S among others.

Did an insider recently sell RJF stock?

Company executives, directors, and other insiders own 10.32% percent of Raymond James Financial, Inc.'s stock. Within the last six months, there have been 2 transaction(s) in which RJF insiders have sold stock, totaling 61.26K shares. Insiders that have sold shares include SANTELLI JONATHAN N, REILLY PAUL C, and ALLAIRE BELLA LOYKHTER.

Which insider recently purchased RJF stock?

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

How much of RJF does insiders own?

Around 287.4K Raymond James Financial, Inc. shares are held by insiders, which represents about 10.32% of RJF stock.

Who is the insider with the largest stake?

RJF Executive Chair, REILLY PAUL C holds the largest portfolio of the company's shares. RJF shares owned by REILLY total nearly 260.55 thousand.

Which institution holds the most shares in RJF?

BANK OF AMERICA CORP /DE/ is the largest institutional owner in RJF which holds 2 million shares worth $344.77M or 0.99% of the total RJF shares outstanding followed by BNP PARIBAS ARBITRAGE, SNC with ownership of 408.22 thousand shares representing 0.2% of the RJF ownership. RHUMBLINE ADVISERS is the third largest stakeholder with 356.21 thousand shares or 0.18% of the ownership worth more than $61.48M.

Is Raymond James 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 RJF is concerned, it is a stock which is optionable.

Is there a short position on RJF's shares?

Number of RJF shares short is 7.64M. 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 RJF shares are there?

As of today, 199.38M shares of RJF are outstanding.

Is there many float in RJF 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, RJF has 177.10M shares in float.

RJF 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 RJF is 6.83.

Raymond James Financial (RJF) 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 Shares3.82

Short Percent Of Float4.32

Shares Outstanding199.38M

Shares Float177.10M

Shares Short7.64M

Short Ratio6.83

4.32%

Short % of Float

3.82%

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

10.32% Percentage of Shares held by All Insiders

79.27% Percentage of Shares held by All Institutions

88.39% Percentage of Float held by Institutions

1203

Number of Institutions Holding Shares

Institutional Ownership

About 79.27% of RJF shares are held by financial institutions. BANK OF AMERICA CORP /DE/ is the top corporate investor, holding 2M shares valued at $344.77M. A 0.99% stake in Raymond James Financial, Inc. is owned by the company. BNP PARIBAS ARBITRAGE, SNC owns 408.22K shares valued at $70.46M, which translates its holding of 0.2% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.99%	2M	344.77M	-291.23K	-12.72%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.2%	408.22K	70.46M	-8.75K	-2.10%
Sep 30, 2025	RHUMBLINE ADVISERS	0.18%	356.21K	61.48M	-4.72K	-1.31%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.18%	367.25K	63.39M	-120.95K	-24.77%
Sep 30, 2025	DEUTSCHE BANK AG\	0.3%	597.23K	103.08M	10.63K	+1.81%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.29%	581.42K	100.35M	-3.34K	-0.57%
Sep 30, 2025	NUVEEN, LLC	0.37%	741.65K	128.01M	-31.1K	-4.02%
Sep 30, 2025	SEI INVESTMENTS CO	0.46%	932.6K	160.97M	25.02K	+2.76%
Sep 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.23%	466.93K	80.59M	348.78K	+295.22%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.95%	1.91M	330.04M	88.52K	+4.85%
Sep 30, 2025	STATE STREET CORP	3.99%	8.03M	1.39B	-143.09K	-1.75%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	4.48%	9.02M	1.56B	-550.33K	-5.75%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.16%	323.85K	55.9M	93.54K	+40.61%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.16%	324.04K	55.93M	-53.35K	-14.14%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.16%	325.18K	56.13M	591	+0.18%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.23%	470.73K	81.25M	-11.65K	-2.42%
Sep 30, 2025	BARCLAYS PLC	0.3%	597.68K	103.16M	-122.57K	-17.02%
Sep 30, 2025	UBS GROUP AG	0.31%	614.08K	105.99M	-27.4K	-4.27%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.31%	618.93K	106.83M	-37.34K	-5.69%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.19%	377.15K	65.1M	69.91K	+22.75%
Sep 30, 2025	PALISADE CAPITAL MANAGEMENT, LP	0.19%	378.06K	65.25M	2.5K	+0.67%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.19%	381.25K	65.8M	-29.02K	-7.07%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.29%	575.95K	99.41M	-28.12K	-4.66%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.72%	1.45M	250.62M	-383.95K	-20.91%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1%	2.01M	346.47M	-399.39K	-16.59%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.17%	2.36M	406.94M	227.34K	+10.67%
Sep 30, 2025	MORGAN STANLEY	1.33%	2.67M	460.86M	421.36K	+18.74%
Sep 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.81%	3.64M	628.82M	-539.51K	-12.90%
Sep 30, 2025		0.2%	404.76K	69.86M	404.76K	+100.00%
Sep 30, 2025	HSBC HOLDINGS PLC	0.65%	1.3M	224.45M	329.1K	+33.88%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.7%	1.41M	242.82M	1.33M	+1,846.16%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.3%	606.73K	104.72M	-49.49K	-7.54%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.19%	374.18K	64.58M	90.29K	+31.81%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.18%	372.07K	64.22M	16.92K	+4.76%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.18%	369.17K	63.72M	-45.24K	-10.92%
Sep 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.21%	421.06K	72.67M	26.11K	+6.61%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.22%	437.82K	75.57M	-131.23K	-23.06%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.37%	750.93K	129.61M	-14.64K	-1.91%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.39%	783.14K	135.17M	242.55K	+44.87%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.33%	670.34K	115.7M	168.04K	+33.46%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.45%	897.02K	154.83M	-151.73K	-14.47%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.49%	984.83K	169.98M	-12.03K	-1.21%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	1.37%	2.76M	477.07M	-75.37K	-2.65%
Sep 30, 2025	HARFST & ASSOCIATES, INC.	0.51%	1.03M	177.94M	-6.52K	-0.63%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.54%	1.09M	187.88M	-18.3K	-1.65%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.62%	1.25M	215.99M	-4.21K	-0.34%
Sep 30, 2025	FMR LLC	2.88%	5.79M	998.6M	-300.19K	-4.93%
Sep 30, 2025	JPMORGAN CHASE & CO	2.91%	5.85M	1.01B	230.87K	+4.11%
Sep 30, 2025	PRIMECAP MANAGEMENT CO/CA/	4.79%	9.65M	1.66B	-367.57K	-3.67%
Sep 30, 2025	BLACKROCK, INC.	7.23%	14.55M	2.51B	-429.8K	-2.87%
Sep 30, 2025	VANGUARD GROUP INC	10.88%	21.88M	3.78B	-315.56K	-1.42%
Sep 30, 2025	CITIGROUP INC	0.19%	375.57K	64.82M	7.56K	+2.05%
Sep 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.32%	639.09K	110.31M	-101.86K	-13.75%
Sep 30, 2025	NORTHERN TRUST CORP	1.02%	2.06M	354.88M	-46.07K	-2.19%
Sep 30, 2025	INVESCO LTD.	1.04%	2.08M	359.65M	-57.42K	-2.68%
Sep 30, 2025	EARNEST PARTNERS LLC	1.23%	2.47M	426.64M	-8.91K	-0.36%
Sep 30, 2025	FIRST TRUST ADVISORS LP	1.29%	2.6M	448.33M	111.95K	+4.50%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.27%	4.56M	783.97M	-35.29K	-0.77%
Sep 30, 2025	PREMIER FUND MANAGERS LTD	0.13%	251.45K	44.38M	-276.85K	-52.40%
Sep 30, 2025	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0.13%	264.37K	45.63M	-20.5K	-7.20%
Sep 30, 2025	CEREDEX VALUE ADVISORS LLC	0.14%	280.14K	48.35M	-4.74K	-1.67%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.14%	280.81K	48.47M	4.49K	+1.62%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.14%	284.62K	49.13M	-403.79K	-58.66%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.14%	287.92K	49.69M	42.26K	+17.20%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.14%	291.35K	50.29M	10.27K	+3.66%
Sep 30, 2025	CBOE VEST FINANCIAL, LLC	0.15%	298.09K	51.45M	5.82K	+1.99%
Sep 30, 2025	IAT REINSURANCE CO LTD.	0.15%	298.13K	51.46M	0	0
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.16%	315.86K	54.52M	36.19K	+12.94%
Jun 30, 2025	DAVIS ASSET MANAGEMENT, L.P.	0.13%	270K	41.41M	0	0
Jun 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.14%	276.14K	42.35M	64.41K	+30.42%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.14%	276.32K	42.38M	2.17K	+0.79%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.14%	277.42K	42.55B	2.36K	+0.86%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.14%	279.67K	42.89M	27.45K	+10.88%
Jun 30, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.14%	282.73K	43.36M	-16.09K	-5.38%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.14%	283.89K	43.54B	56.05K	+24.60%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	286.41K	43.93M	-22.82K	-7.38%
Jun 30, 2025	CBOE VEST FINANCIAL, LLC	0.15%	292.27K	44.82M	82.7K	+39.46%
Jun 30, 2025	IAT REINSURANCE CO LTD.	0.15%	298.13K	45.72M	0	0
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.18%	355.16K	54.47M	15.01K	+4.41%
Jun 30, 2025	PALISADE CAPITAL MANAGEMENT, LP	0.19%	375.56K	57.6M	-7.33K	-1.91%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.19%	377.39K	57.88M	-35.85K	-8.67%
Jun 30, 2025	MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH	0.19%	379K	58.13M	-20.74K	-5.19%
Jun 30, 2025	PRIMECAP MANAGEMENT CO/CA/	4.98%	10.01M	1.54B	295.16K	+3.04%
Jun 30, 2025	HARFST & ASSOCIATES, INC.	0.52%	1.04M	159.11M	-3.5K	-0.34%
Jun 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.2%	394.95K	60.57M	-14.45K	-3.53%
Jun 30, 2025	AMUNDI	0.19%	391.97K	62M	-357.44K	-47.70%
Jun 30, 2025	CEREDEX VALUE ADVISORS LLC	0.14%	284.88K	43.69M	-19.21K	-6.32%
Jun 30, 2025	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0.14%	284.87K	43.69M	-3.45K	-1.20%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.11%	230.31K	35.32M	-16.03K	-6.51%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.1%	194.83K	29.88M	-10.54K	-5.13%
Jun 30, 2025	AVITY INVESTMENT MANAGEMENT INC.	0.08%	157.71K	24.19M	9.83K	+6.65%
Jun 30, 2025	ROYAL LONDON ASSET MANAGEMENT LTD	0.07%	133.86K	20.46M	-5.23K	-3.76%
Jun 30, 2025	PINNACLE ASSOCIATES LTD	0.07%	133.79K	20.52M	-45.71K	-25.46%
Jun 30, 2025	PHILOSMITH CAPITAL CORP	0.07%	132.75K	20.36M	0	0
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.06%	129.02K	19.79M	-12.33K	-8.72%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.06%	126.35K	19.38M	31K	+32.51%
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.06%	121.05K	18.57M	-2.79K	-2.25%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.38%	765.57K	117.42M	12.33K	+1.64%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.21%	414.41K	63.56M	26.82K	+6.92%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.2%	410.27K	62.92M	115.61K	+39.23%
Jun 30, 2025	APG ASSET MANAGEMENT N.V.	0.09%	190.49K	24.89M	-4.24K	-2.18%
Jun 30, 2025	NUVEEN, LLC	0.38%	772.75K	118.52M	-28.98K	-3.61%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	4.76%	9.57M	1.47B	-366.82K	-3.69%
Jun 30, 2025	VANGUARD GROUP INC	11.03%	22.2M	3.4B	-45.51K	-0.20%
Jun 30, 2025	FMR LLC	3.02%	6.09M	933.38M	227.83K	+3.89%
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.08%	4.18M	641.51M	46.33K	+1.12%
Jun 30, 2025	EARNEST PARTNERS LLC	1.23%	2.48M	380.47M	-15.91K	-0.64%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.2%	2.41M	369.12M	71.5K	+3.06%
Jun 30, 2025	BLACKROCK, INC.	7.45%	14.98M	2.3B	59.42K	+0.40%
Jun 30, 2025		0.38%	772.75K	118.52M	-28.98K	-3.61%
Jun 30, 2025	ABRDN PLC	0.06%	120.45K	18.47M	11.38K	+10.43%
Jun 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.06%	118.14K	18.12M	5.54K	+4.92%
Jun 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.06%	117.5K	18.02M	-153.49K	-56.64%
Jun 30, 2025	KOREA INVESTMENT CORP	0.06%	115.09K	17.65M	-74.41K	-39.27%
Jun 30, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.05%	104.45K	16.02M	5.01K	+5.04%
Jun 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.05%	99.1K	15.2M	0	0
Jun 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.05%	96.74K	14.84M	13.22K	+15.82%
Jun 30, 2025	GENEVA CAPITAL MANAGEMENT LLC	0.05%	96.65K	14.82M	2.15K	+2.27%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.05%	96.54K	14.81M	-156.71K	-61.88%
Jun 30, 2025	CHEVY CHASE TRUST HOLDINGS, LLC	0.05%	96.17K	14.75M	-611	-0.63%
Jun 30, 2025	CAPITAL WEALTH PLANNING, LLC	0.05%	94.26K	14.46M	0	0
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.04%	89.7K	13.76M	-9.98K	-10.01%
Jun 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.07%	141.27K	21.67M	-11.47K	-7.51%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.07%	139.95K	21.46M	4.22K	+3.11%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.21%	416.98K	63.95M	-161.73K	-27.95%
Jun 30, 2025	MARSHALL WACE, LLP	0.22%	438.21K	67.21M	390.82K	+824.66%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	482.39K	73.98M	14.04K	+3.00%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.24%	488.2K	74.88M	-11.73K	-2.35%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.25%	502.29K	77.04M	227.44K	+82.75%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.26%	520.88K	79.89M	-414.15K	-44.29%
Jun 30, 2025	PREMIER FUND MANAGERS LTD	0.26%	528.3K	80.94M	2.09K	+0.40%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.27%	540.59K	82.91M	150.38K	+38.54%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.28%	569.05K	87.28M	-117.6K	-17.13%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.33%	656.22K	100.64M	38.64K	+6.26%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.33%	656.27K	100.65M	42.47K	+6.92%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.34%	688.41K	105.58M	442.34K	+179.77%
Jun 30, 2025	BARCLAYS PLC	0.36%	720.25K	110.46M	-20.26K	-2.74%
Jun 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.37%	740.95K	113.64M	-112.05K	-13.14%
Jun 30, 2025	SEI INVESTMENTS CO	0.45%	907.58K	139.2M	-6.36K	-0.70%
Jun 30, 2025	HSBC HOLDINGS PLC	0.48%	971.35K	148.93M	50.65K	+5.50%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.5%	996.86K	152.89M	-239.65K	-19.38%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.52%	1.05M	160.85M	-705	-0.07%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.55%	1.11M	169.76M	-4.07K	-0.37%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.62%	1.26M	192.57M	-117.97K	-8.59%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.91%	1.82M	279.69M	115.31K	+6.75%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.91%	1.84M	281.58M	322.92K	+21.34%
Jun 30, 2025	NORTHERN TRUST CORP	1.04%	2.1M	322.41M	-145.75K	-6.48%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.06%	2.13M	326.69M	38.17K	+1.82%
Jun 30, 2025	INVESCO LTD.	1.06%	2.14M	328.39M	-760.26K	-26.20%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.29%	584.76K	89.68M	8.84K	+1.53%
Jun 30, 2025	DEUTSCHE BANK AG\	0.29%	586.6K	89.97M	-71.63K	-10.88%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.3%	604.07K	92.65M	-12.45K	-2.02%
Jun 30, 2025	UBS GROUP AG	0.32%	641.48K	98.38M	-235.76K	-26.88%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.14%	2.29M	351.02M	-375.25K	-14.09%
Jun 30, 2025	NORGES BANK	1.15%	2.31M	354.45M	2.31M	+100.00%
Jun 30, 2025	FIRST TRUST ADVISORS LP	1.24%	2.49M	381.21M	709.32K	+39.93%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	1.41%	2.84M	435.66M	956.23K	+50.78%
Jun 30, 2025	JPMORGAN CHASE & CO	2.79%	5.62M	861.48M	1.65M	+41.64%
Jun 30, 2025	STATE STREET CORP	4.06%	8.18M	1.25B	-162.3K	-1.95%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.28%	4.6M	701.94M	-92.71K	-1.98%
Jun 30, 2025	AVIVA PLC	0.07%	148.85K	22.83M	-55.79K	-27.26%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.08%	161.26K	24.76M	8.64K	+5.66%
Jun 30, 2025	NICHOLAS COMPANY, INC.	0.08%	161.56K	24.78M	-55	-0.03%
Jun 30, 2025	FIL LTD	0.08%	166.87K	25.59M	-31.91K	-16.05%
Jun 30, 2025	ILLINOIS MUNICIPAL RETIREMENT FUND	0.08%	169.93K	26.06M	41.65K	+32.47%
Jun 30, 2025	MORGAN STANLEY	1.12%	2.25M	344.89M	-127.87K	-5.38%
Jun 30, 2025	ROYAL BANK OF CANADA	0.1%	211.06K	32.37M	-19.64K	-8.51%
Jun 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.12%	245.66K	37.68M	2.85K	+1.17%
Mar 31, 2025	PREMIER FUND MANAGERS LTD	0.26%	526.21K	73.13M	213	+0.04%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.3%	616.52K	85.64M	-7.43K	-1.19%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	4.86%	9.94M	1.38B	-392.82K	-3.80%
Mar 31, 2025	PRIMECAP MANAGEMENT CO/CA/	4.76%	9.72M	1.35B	-1.75M	-15.26%
Mar 31, 2025	NORTHERN TRUST CORP	1.1%	2.25M	312.26M	140.7K	+6.68%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.19%	390.21K	53.23M	84.09K	+27.47%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.84%	1.71M	237.3M	525.13K	+44.38%
Mar 31, 2025	BARCLAYS PLC	0.36%	740.51K	102.87M	182.12K	+32.61%
Mar 31, 2025	EARNEST PARTNERS LLC	1.22%	2.5M	346.81M	-37.03K	-1.46%
Mar 31, 2025	INVESCO LTD.	1.42%	2.9M	403.04M	466.13K	+19.14%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.3%	2.66M	370.05M	222.66K	+9.12%
Mar 31, 2025	SEI INVESTMENTS CO	0.45%	913.94K	126.95M	3.42K	+0.38%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.34%	686.65K	95.38M	428.4K	+165.88%
Mar 31, 2025	DEUTSCHE BANK AG\	0.32%	658.23K	91.44M	23.15K	+3.65%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.3%	617.58K	85.79M	45.79K	+8.01%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.3%	613.79K	85.26M	-452.36K	-42.43%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.28%	578.71K	80.39M	84.58K	+17.12%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.28%	575.92K	80M	8.46K	+1.49%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.23%	468.34K	65.06M	3.69K	+0.79%
Mar 31, 2025	TD ASSET MANAGEMENT INC	0.2%	413.23K	57.4M	6.29K	+1.54%
Mar 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.2%	409.4K	56.87M	-2.67K	-0.65%
Mar 31, 2025	MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH	0.2%	399.74K	55.53M	25.67K	+6.86%
Mar 31, 2025	AGF MANAGEMENT LTD	0.79%	1.62M	225.25M	-757.74K	-31.85%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.74%	1.51M	210.18M	-6.64K	-0.44%
Mar 31, 2025		0.39%	801.73K	111.37M	801.73K	+100.00%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.67%	1.37M	190.81M	112.94K	+8.96%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.61%	1.24M	171.76M	-12.56K	-1.01%
Mar 31, 2025	UBS GROUP AG	0.43%	877.23K	121.86M	271.69K	+44.87%
Mar 31, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.42%	853K	118.49M	-64.75K	-7.06%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.37%	753.25K	104.63M	72.75K	+10.69%
Mar 31, 2025	AMUNDI	0.37%	749.41K	97.64M	-26.23K	-3.38%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.24%	499.93K	69.45M	1.01K	+0.20%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.19%	387.59K	53.84M	-32.49K	-7.73%
Mar 31, 2025	FMR LLC	2.87%	5.86M	813.73M	-664.03K	-10.18%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.3%	4.69M	649.37M	297.62K	+6.78%
Mar 31, 2025	MORGAN STANLEY	1.16%	2.38M	330.13M	-447.95K	-15.86%
Mar 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.02%	4.14M	574.59M	29.09K	+0.71%
Mar 31, 2025	JPMORGAN CHASE & CO	1.94%	3.97M	550.86M	-453.65K	-10.27%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.54%	1.11M	154.32M	32.74K	+3.04%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.51%	1.05M	145.78M	-133.79K	-11.31%
Mar 31, 2025	HARFST & ASSOCIATES, INC.	0.51%	1.04M	144.6M	-85.25K	-7.57%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.46%	935.03K	129.88M	863.83K	+1,213.30%
Mar 31, 2025	HSBC HOLDINGS PLC	0.45%	920.71K	127.67M	338.44K	+58.12%
Mar 31, 2025	VANGUARD GROUP INC	10.89%	22.24M	3.09B	347.92K	+1.59%
Mar 31, 2025	BLACKROCK, INC.	7.3%	14.92M	2.07B	577.35K	+4.03%
Mar 31, 2025	STATE STREET CORP	4.08%	8.34M	1.16B	156.69K	+1.92%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.14%	2.34M	324.39M	178.26K	+8.26%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.02%	2.09M	290.55M	24.82K	+1.20%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.92%	1.88M	261.59M	1.77M	+1,501.98%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.87%	1.78M	246.74M	1.63M	+1,153.97%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.15%	308.36K	39.6M	-2.95K	-0.95%
Mar 31, 2024	DEUTSCHE BANK AG\	0.25%	530.27K	68.1M	33.86K	+6.82%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.26%	532.35K	68.36M	-16.65K	-3.03%
Mar 31, 2024	PALISADE CAPITAL MANAGEMENT, LP	0.26%	533.82K	68.55M	-31.26K	-5.53%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.29%	598.81K	76.9M	-43.13K	-6.72%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.29%	611.7K	78.59M	-12.28K	-1.97%
Mar 31, 2024	BARCLAYS PLC	0.29%	612.45K	78.65M	16.02K	+2.69%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.65%	1.36M	174.98M	1.35M	+8,374.15%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.68%	1.41M	181.47M	-92.28K	-6.13%
Mar 31, 2024	MARSHALL WACE, LLP	0.69%	1.44M	184.67M	-455.7K	-24.06%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.71%	1.49M	191.24M	-25.67K	-1.69%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.71%	1.49M	190.93M	25.45K	+1.74%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.92%	1.91M	245.38M	78.33K	+4.27%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.05%	2.19M	281.3M	32.64K	+1.51%
Mar 31, 2024	AGF MANAGEMENT LTD	1.06%	2.2M	282.84M	54.61K	+2.54%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.07%	2.23M	286.52M	495.08K	+28.52%
Mar 31, 2024	INVESCO LTD.	1.17%	2.43M	312.66M	-64.37K	-2.58%
Mar 31, 2024	EARNEST PARTNERS LLC	1.18%	2.47M	316.97M	138.08K	+5.93%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.11%	237.47K	30.55M	-69.9K	-22.74%
Mar 31, 2024	CEREDEX VALUE ADVISORS LLC	0.12%	247.9K	31.95M	-335.98K	-57.54%
Mar 31, 2024	MACQUARIE GROUP LTD	0.13%	269.76K	34.18M	-1.28K	-0.47%
Mar 31, 2024	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0.13%	280.5K	36.02M	-2.4K	-0.85%
Mar 31, 2024	NATIONAL PENSION SERVICE	0.14%	283.29K	36.38M	344	+0.12%
Mar 31, 2024	CREDIT SUISSE AG/	0.14%	287.95K	36.98M	-2.69K	-0.92%
Mar 31, 2024	CLEARBRIDGE INVESTMENTS, LLC	0.14%	290.92K	37.36M	48.7K	+20.10%
Mar 31, 2024	IAT REINSURANCE CO LTD.	0.14%	298.13K	14.21M	0	0
Mar 31, 2024	DAVIS ASSET MANAGEMENT, L.P.	0.14%	300K	38.53M	0	0
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.15%	303.8K	39.01M	-43.06K	-12.41%
Mar 31, 2024	UBS GROUP AG	0.15%	311.1K	39.95M	-10.86K	-3.37%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.15%	320.2K	41.12M	159.34K	+99.06%
Mar 31, 2024	KBC GROUP NV	0.16%	323.7K	41.57M	296.34K	+1,082.82%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.16%	342.11K	43.93M	-12.15K	-3.43%
Mar 31, 2024	TD ASSET MANAGEMENT INC	0.18%	365.97K	47B	40.96K	+12.60%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.19%	395.22K	50.75M	30.73K	+8.43%
Mar 31, 2024	RHUMBLINE ADVISERS	0.19%	404.02K	51.88M	18.52K	+4.80%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.2%	419.84K	53.92M	-2.96K	-0.70%
Mar 31, 2024	MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH	0.2%	420.52K	54M	0	0
Mar 31, 2024	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.2%	426K	54.71M	-4.81K	-1.12%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.21%	438.65K	56.33M	416.29K	+1,861.84%
Mar 31, 2024	FIERA CAPITAL CORP	0.21%	439.61K	56.45M	16.36K	+3.86%
Mar 31, 2024	HOLOCENE ADVISORS, LP	0.22%	450.22K	57.82M	396.1K	+731.80%
Mar 31, 2024	HERITAGE WEALTH ADVISORS	0.23%	488.26K	47.62M	474.62K	+3,480.65%
Mar 31, 2024	HSBC HOLDINGS PLC	0.23%	489.19K	62.8M	44.59K	+10.03%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	499.98K	64.21M	-3.13K	-0.62%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.24%	506.22K	65.01M	39.6K	+8.49%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.25%	520.49K	66.84M	-4.66K	-0.89%
Mar 31, 2024	PREMIER FUND MANAGERS LTD	0.25%	526K	67.03M	0	0
Mar 31, 2024	AMUNDI	0.36%	748.15K	91.25M	-3.12K	-0.41%
Mar 31, 2024	SEI INVESTMENTS CO	0.41%	849.91K	109.15M	40.29K	+4.98%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.42%	874.47K	112.3M	-11.75K	-1.33%
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0.43%	900.67K	115.66M	428K	+90.55%
Mar 31, 2024	CONGRESS ASSET MANAGEMENT CO /MA	0.45%	929.82K	119.41M	-6.06K	-0.65%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.5%	1.04M	133.4M	564.22K	+118.90%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.5%	1.04M	134.06M	-38.83K	-3.59%
Mar 31, 2024	HARFST & ASSOCIATES, INC.	0.54%	1.13M	144.78M	-1.66K	-0.15%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.63%	1.31M	168.33M	-43.03K	-3.18%
Mar 31, 2024	MORGAN STANLEY	0.83%	1.74M	223.54M	40.14K	+2.36%
Mar 31, 2024	APG ASSET MANAGEMENT N.V.	0.88%	1.84M	218.25M	167.86K	+10.07%
Mar 31, 2024	NORTHERN TRUST CORP	0.91%	1.9M	244.01M	-88.61K	-4.46%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.86%	3.86M	496.22M	319.41K	+9.01%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.05%	4.28M	548.03M	135.41K	+3.27%
Mar 31, 2024	JPMORGAN CHASE & CO	2.59%	5.4M	693.29M	341.67K	+6.76%
Mar 31, 2024	FMR LLC	3.11%	6.48M	832.2M	44.53K	+0.69%
Mar 31, 2024	STATE STREET CORP	3.76%	7.84M	1.01B	12.37K	+0.16%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	4.94%	10.3M	1.32B	-988.67K	-8.76%
Mar 31, 2024	PRIMECAP MANAGEMENT CO/CA/	5.8%	12.09M	1.55B	-227.51K	-1.85%
Mar 31, 2024	BLACKROCK INC.	7.29%	15.2M	1.95B	-1.15M	-7.04%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.72%	1.51M	193.99M	236.64K	+18.58%
Mar 31, 2024	VANGUARD GROUP INC	10.61%	22.13M	2.84B	-165.9K	-0.74%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.01%	2.16M	240.6M	3.08K	+0.14%
Dec 31, 2023	INVESCO LTD.	1.17%	2.5M	278.64M	301.62K	+13.73%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.66%	3.54M	395.23M	-5.62K	-0.16%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.94%	4.14M	460.76M	86.01K	+2.12%
Dec 31, 2023	JPMORGAN CHASE & CO	2.37%	5.06M	563.85M	-1.68M	-24.90%
Dec 31, 2023	FMR LLC	3.01%	6.44M	717.59M	-62.26K	-0.96%
Dec 31, 2023	STATE STREET CORP	3.66%	7.83M	876.64M	152.46K	+1.99%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	5.28%	11.29M	1.26B	11.29M	+100.00%
Dec 31, 2023	PRIMECAP MANAGEMENT CO/CA/	5.76%	12.32M	1.37B	-251.52K	-2.00%
Dec 31, 2023	EARNEST PARTNERS LLC	1.09%	2.33M	259.81M	165.1K	+7.63%
Dec 31, 2023	BLACKROCK INC.	7.65%	16.35M	1.82B	-128.51K	-0.78%
Dec 31, 2023	VANGUARD GROUP INC	10.43%	22.3M	2.49B	-85.88K	-0.38%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.2%	422.8K	47.14M	-53.58K	-11.25%
Dec 31, 2023	FIERA CAPITAL CORP	0.2%	423.25K	47.19M	1.45K	+0.34%
Dec 31, 2023	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.2%	430.81K	48.03M	-26.3K	-5.75%
Dec 31, 2023	HSBC HOLDINGS PLC	0.21%	444.6K	49.6M	89.98K	+25.37%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.22%	466.62K	52.03M	-814	-0.17%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.22%	472.67K	52.7M	408.61K	+637.77%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.22%	474.54K	52.91M	1.63K	+0.34%
Dec 31, 2023	DEUTSCHE BANK AG\	0.23%	496.41K	55.35M	25.24K	+5.36%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	503.11K	56.1M	-8.28K	-1.62%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.25%	525.15K	58.56M	24.59K	+4.91%
Dec 31, 2023	PREMIER FUND MANAGERS LTD	0.25%	526K	59.34M	0	0
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.26%	549K	61.21M	-19.9K	-3.50%
Dec 31, 2023	PALISADE CAPITAL MANAGEMENT, LP	0.26%	565.07K	63.01M	-31.81K	-5.33%
Dec 31, 2023	CEREDEX VALUE ADVISORS LLC	0.27%	583.88K	65.35M	-184.17K	-23.98%
Dec 31, 2023	BARCLAYS PLC	0.28%	596.43K	66.5M	69.37K	+13.16%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.29%	623.99K	69.62M	-4.7K	-0.75%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.3%	641.93K	71.58M	-30.35K	-4.51%
Dec 31, 2023	AMUNDI	0.35%	751.27K	83.19M	16.98K	+2.31%
Dec 31, 2023	SEI INVESTMENTS CO	0.38%	809.63K	90.27M	174.29K	+27.43%
Dec 31, 2023	CITADEL ADVISORS LLC	0.39%	830.1K	92.56M	-98.52K	-10.61%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.41%	886.22K	98.81M	-41.98K	-4.52%
Dec 31, 2023	CONGRESS ASSET MANAGEMENT CO /MA	0.44%	935.87K	104.35M	-40.06K	-4.10%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.51%	1.08M	120.73M	88.7K	+8.92%
Dec 31, 2023	HARFST & ASSOCIATES, INC.	0.53%	1.13M	125.89M	346	+0.03%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.6%	1.27M	142.04M	-28.47K	-2.19%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.63%	1.35M	150.95M	-14.97K	-1.09%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.68%	1.46M	162.94M	23.37K	+1.63%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.7%	1.51M	167.85M	-63.74K	-4.06%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.71%	1.51M	168.91M	145.61K	+10.63%
Dec 31, 2023	APG ASSET MANAGEMENT N.V.	0.78%	1.67M	168.32M	102.92K	+6.58%
Dec 31, 2023	MORGAN STANLEY	0.8%	1.7M	189.61M	100.71K	+6.29%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.81%	1.74M	193.57M	-12.09K	-0.69%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.86%	1.83M	204.34M	263.69K	+16.81%
Dec 31, 2023	MARSHALL WACE, LLP	0.89%	1.89M	211.14M	641.78K	+51.27%
Dec 31, 2023	NORTHERN TRUST CORP	0.93%	1.99M	221.74M	-93.93K	-4.51%
Dec 31, 2023	BRAVE WARRIOR ADVISORS, LLC	1%	2.14M	238.3M	-3.52K	-0.16%
Dec 31, 2023	NORGES BANK	1%	2.14M	238.83M	2.14M	+100.00%
Dec 31, 2023	AGF MANAGEMENT LTD	1%	2.15M	239.48M	120.43K	+5.94%

Insiders

Among the RJF insiders holding of 10.32% of the stake in company, REILLY PAUL C, Executive Chair, holds the largest shares of 260.55K. TROCIN JEFFREY E, Vice Chairman, is the second largest RJF insider with ownership of 175.41K shares. GODBOLD FRANCIS S, Vice Chairman, stands third with possession of 134.5K shares of that stake.

Insiders	Designation	Shares Held
REILLY PAUL C	Executive Chair	260.55K
TROCIN JEFFREY E	Vice Chairman	175.41K
GODBOLD FRANCIS S	Vice Chairman	134.5K
CURTIS SCOTT A	President, PCG	88.04K
BUNN JAMES E	President, Capital Markets	78.23K
ALLAIRE BELLA LOYKHTER	Chief Admin Officer	74.59K
CARSON JOHN C JR.	President	46.22K
RANEY STEVEN M	Executive Chair RJBank	43.43K
JULIEN JEFFREY P	Executive VP - Fin	42.09K
DOWDLE JEFFREY A	COO & Head of Asset Mgmt.	40.27K
CARTER HORACE	President, Fixed Income	34.6K
ELWYN TASHTEGO S	President, PCG	32.69K
SANTELLI JONATHAN N	EVP, General Counsel	26.85K
ALLISON PAUL D	Chair, President & CEO RJ Ltd.	13.95K
CATANESE GEORGE	Chief Risk Officer	11.71K
PERRY JODI	President, ICD for RJFS	7.15K
REID SHANNON B	President, ICD	7.08K
ACKART JENNIFER C	SVP, Controller & CAO	5.81K
GARCIA ART A	director	879
LARSON KATHERINE H	Chief Accounting Officer	602
JAMES THOMAS A	Chairman Emeritus	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 04, 2026	SANTELLI JONATHAN N	SALE	170.46	4.5K	767.08K	26.85K
Dec 15, 2025	REILLY PAUL C	SALE	162.69	56.76K	9.23M	260.55K
May 29, 2025	ALLAIRE BELLA LOYKHTER	SALE	146.61	6.57K	963.23K	74.59K
Apr 28, 2025	BUNN JAMES E	SALE	136.49	3.65K	498.18K	78.23K
Jan 31, 2025	SANTELLI JONATHAN N	SALE	168.25	4.16K	699.93K	22.88K
Dec 13, 2024	ELWYN TASHTEGO S	SALE	159.47	10K	1.59M	32.69K
Dec 05, 2024	SANTELLI JONATHAN N	SALE	165.59	3.1K	513.32K	26.85K
Dec 04, 2024	REID SHANNON B	SALE	165.30	1.24K	205.14K	7.08K
Dec 04, 2024	CARTER HORACE	SALE	165.03	5K	825.15K	34.6K
Dec 03, 2024	LARSON KATHERINE H	SALE	166.01	1.49K	247.69K	602
Dec 03, 2024	ALLAIRE BELLA LOYKHTER	SALE	165.62	3.45K	571.56K	80.42K
Dec 02, 2024	RANEY STEVEN M	SALE	167.39	3.71K	620.85K	43.43K
Dec 02, 2024	REILLY PAUL C	SALE	167.30	50K	8.37M	283.11K
Nov 29, 2024	ALLAIRE BELLA LOYKHTER	SALE	169.43	1.17K	198.23K	80.42K
Nov 29, 2024	RANEY STEVEN M	SALE	169.59	9.47K	1.61M	43.43K
Aug 12, 2024	ELWYN TASHTEGO S	SALE	109.64	31.28K	3.43M	35.38K
Jul 31, 2024	ALLAIRE BELLA LOYKHTER	SALE	115.00	17.36K	2M	75.59K
May 03, 2024	BUNN JAMES E	SALE	124.44	11.1K	1.38M	46.98K
Apr 26, 2024	RANEY STEVEN M	SALE	121.01	4.17K	505.11K	51.01K
Feb 09, 2024	GARCIA ART A	PURCHASE	112.30	879	98.72K	879
Jan 29, 2024	SANTELLI JONATHAN N	SALE	111.98	973	108.96K	21.49K
Dec 15, 2023	RANEY STEVEN M	SALE	110.42	930	102.69K	55.62K
Dec 04, 2023	CATANESE GEORGE	SALE	106.75	3.87K	412.68K	11.71K
Dec 01, 2023	RANEY STEVEN M	SALE	106.84	5.53K	590.91K	56.96K
Nov 29, 2023	REILLY PAUL C	SALE	103.99	50K	5.2M	264.85K
Nov 08, 2023	DOWDLE JEFFREY A	SALE	99.41	8.04K	799.63K	40.27K
Jul 31, 2023	CARTER HORACE	SALE	109.12	3.75K	409.53K	19.52K
Jun 07, 2023	DOWDLE JEFFREY A	SALE	96.36	5.28K	508.88K	48.31K
Feb 06, 2023	PERRY JODI	SALE	112.30	6.34K	712.32K	7.15K
Dec 15, 2022	RANEY STEVEN M	SALE	107.58	5.58K	599.97K	56.54K
Dec 14, 2022	REILLY PAUL C	SALE	111.27	24.02K	2.67M	267.5K
Dec 08, 2022	CATANESE GEORGE	SALE	114.02	3.49K	397.83K	11.86K
Nov 15, 2022	JAMES THOMAS A	SALE	123.80	1.35K	167.13K	0
Sep 08, 2022	BUNN JAMES E	SALE	106.75	4K	427K	21.1K
May 03, 2022	BUNN JAMES E	SALE	100.21	6K	601.29K	25.1K
Feb 10, 2022	ALLAIRE BELLA LOYKHTER	SALE	114.78	15K	1.72M	70.36K
Feb 07, 2022	DOWDLE JEFFREY A	SALE	112.73	18.97K	2.14M	43.44K
Dec 14, 2021	BUNN JAMES E	SALE	96.15	6.45K	619.89K	34.3K
Dec 02, 2021	RANEY STEVEN M	SALE	96.12	5K	480.6K	52.8K
Dec 01, 2021	SANTELLI JONATHAN N	SALE	100.05	3.4K	340.18K	8.47K
Nov 11, 2021	BUNN JAMES E	SALE	100.73	15.17K	1.53M	17.62K
May 26, 2021	SANTELLI JONATHAN N	SALE	133.03	2.27K	302.24K	3.32K
May 20, 2021	PERRY JODI	SALE	132.94	1.85K	245.94K	1.36K
May 10, 2021	RANEY STEVEN M	SALE	135.74	1.63K	221.25K	32.9K
Mar 29, 2021	ALLAIRE BELLA LOYKHTER	SALE	123.59	9.33K	1.15M	48.2K
Mar 11, 2021	CURTIS SCOTT A	SALE	118.09	10K	1.18M	88.04K
Mar 03, 2021	DOWDLE JEFFREY A	SALE	119.10	750	89.33K	750
Mar 03, 2021	PERRY JODI	SALE	119.50	1.26K	151.05K	3.21K
Feb 25, 2021	REILLY PAUL C	SALE	120.29	10K	1.2M	63.35K
Feb 24, 2021	GODBOLD FRANCIS S	SALE	121.52	25.04K	3.04M	134.5K
Feb 24, 2021	REILLY PAUL C	SALE	121.39	3.97K	481.54K	73.35K
Feb 22, 2021	ALLISON PAUL D	SALE	117.99	10K	1.18M	13.95K
Feb 19, 2021	JAMES THOMAS A	SALE	116.62	192.39K	22.44M	442.75K
Feb 18, 2021	JAMES THOMAS A	SALE	116.58	27.61K	3.22M	635.15K
Feb 11, 2021	JAMES THOMAS A	SALE	112.94	48.02K	5.42M	11.73M
Feb 09, 2021	JAMES THOMAS A	SALE	111.13	116.88K	12.99M	11.77M
Feb 08, 2021	JAMES THOMAS A	SALE	110.26	81.38K	8.97M	11.9M
Feb 01, 2021	ALLISON PAUL D	SALE	100.95	7K	706.66K	18.61K
Dec 15, 2020	RANEY STEVEN M	SALE	93.64	3.22K	301.91K	35.76K
Dec 14, 2020	REILLY PAUL C	SALE	92.84	13.82K	1.28M	72.05K
Dec 09, 2020	ALLAIRE BELLA LOYKHTER	SALE	92.20	1.55K	142.54K	56.76K
Dec 04, 2020	CATANESE GEORGE	SALE	96.49	2.32K	223.87K	3.31K
Dec 03, 2020	REILLY PAUL C	SALE	94.63	34.53K	3.27M	85.87K
Dec 03, 2020	SANTELLI JONATHAN N	SALE	94.37	2.24K	211.67K	3.2K
Dec 02, 2020	REILLY PAUL C	SALE	93.82	5.88K	551.65K	120.4K
Nov 18, 2020	PERRY JODI	SALE	90.08	659	59.36K	3.43K
Nov 17, 2020	DOWDLE JEFFREY A	SALE	88.29	9.2K	812.31K	33.12K
Nov 10, 2020	JAMES THOMAS A	SALE	85.92	52.55K	4.52M	11.97M
Nov 09, 2020	JAMES THOMAS A	SALE	86.74	47.45K	4.12M	12.02M
Nov 04, 2020	ALLISON PAUL D	SALE	78.07	4.15K	323.99K	17.23K
Nov 02, 2020	ALLAIRE BELLA LOYKHTER	SALE	77.91	3.18K	247.59K	54.86K
Jun 09, 2020	SANTELLI JONATHAN N	SALE	81.33	1.25K	101.66K	2.5K
Jun 05, 2020	CARSON JOHN C JR.	SALE	82.53	10K	825.27K	46.22K
Jun 05, 2020	JULIEN JEFFREY P	SALE	81.58	9.15K	746.44K	42.09K
May 06, 2020	CARSON JOHN C JR.	SALE	62.83	8.22K	516.55K	56.22K
May 05, 2020	CARSON JOHN C JR.	SALE	63.77	6.78K	432.26K	64.45K
Mar 12, 2020	GODBOLD FRANCIS S	PURCHASE	61.49	12.5K	768.58K	159.54K
Mar 09, 2020	GODBOLD FRANCIS S	PURCHASE	65.40	12.54K	820.22K	147.04K
Feb 20, 2020	ALLAIRE BELLA LOYKHTER	SALE	101.26	10.8K	1.09M	58.04K
Feb 20, 2020	DOWDLE JEFFREY A	SALE	100.52	8.69K	873.74K	37.96K
Jan 29, 2020	BUNN JAMES E	SALE	91.05	5.12K	466.18K	9.56K
Dec 13, 2019	REILLY PAUL C	SALE	90.62	11.62K	1.05M	99.25K
Dec 12, 2019	ACKART JENNIFER C	SALE	90.50	2.5K	226.25K	5.81K
Dec 11, 2019	ELWYN TASHTEGO S	SALE	89.43	3.13K	280.28K	25.21K
Dec 06, 2019	ALLISON PAUL D	SALE	90.85	9.63K	874.69K	0
Dec 06, 2019	ACKART JENNIFER C	SALE	90.87	2K	181.74K	8.43K
Dec 03, 2019	CATANESE GEORGE	SALE	86.99	908	78.99K	5.76K
Dec 02, 2019	SANTELLI JONATHAN N	SALE	88.22	2.27K	200.26K	1.43K
Nov 27, 2019	ACKART JENNIFER C	SALE	90.00	3K	270K	9.06K
Nov 26, 2019	RANEY STEVEN M	SALE	89.05	5.4K	480.79K	31.06K
Nov 22, 2019	CATANESE GEORGE	SALE	88.86	5.51K	489.62K	5.76K
Nov 21, 2019	CARSON JOHN C JR.	SALE	89.37	5K	446.85K	62.75K
Nov 20, 2019	CARSON JOHN C JR.	SALE	88.31	5K	441.54K	67.75K
Nov 07, 2019	CATANESE GEORGE	SALE	89.61	464	41.58K	6.04K
Nov 05, 2019	TROCIN JEFFREY E	SALE	88.09	17.36K	1.53M	175.41K
Oct 29, 2019	ALLISON PAUL D	SALE	84.50	1.95K	164.77K	34.32K
Oct 28, 2019	BUNN JAMES E	SALE	84.60	6.4K	541.01K	10.32K
Sep 12, 2019	DOWDLE JEFFREY A	SALE	84.91	8.4K	713.08K	34.34K
Sep 11, 2019	SANTELLI JONATHAN N	SALE	84.80	1.2K	101.76K	1.08K
Aug 30, 2019	JULIEN JEFFREY P	SALE	78.59	15.76K	1.24M	39.59K
May 29, 2019	SANTELLI JONATHAN N	SALE	84.82	725	61.5K	2.28K
May 06, 2019	RANEY STEVEN M	SALE	90.60	2.93K	265.1K	33.61K
May 03, 2019	ALLISON PAUL D	SALE	90.46	5K	452.28K	24.35K
Apr 29, 2019	JULIEN JEFFREY P	SALE	90.26	10.68K	964.25K	67.74K
Apr 29, 2019	TROCIN JEFFREY E	SALE	91.11	13.16K	1.2M	182.2K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES61.26K2

NET SHARES-61.26K2

SHARES HELD287.4K2

% NET SHARES-121.31%0%

Frequently Asked Questions