How many institutions own SAH 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 SAH shares is 330, representing 72.24% of the company's common stock.

Who are the major shareholders selling Sonic Automotive, Inc. stock?

MORGAN STANLEY, in the last quarter, reduced its stake in SAH by -14.19% restricting it's holding to 194.51 thousand shares of worth nearly $14.80M. TOWLE & CO also lessened -16.77% of the SAH shares from its portfolio, reducing its holding to 148.91 thousand shares of worth $11.33M. VICTORY CAPITAL MANAGEMENT INC also shunned SAH shares holding by -27.1% last quarter which brought its holding to 99.09 thousand shares worth $7.54M.

Investors who are buying SAH stock?

As per its latest 13F filing, AMERICAN CENTURY COMPANIES INC increased its stake in SAH by 250.46% in the last quarter. The institutional holder raised its holding to 110.41 thousand shares having worth more than $8.40M. VOLORIDGE INVESTMENT MANAGEMENT, LLC also added 8.95% more shares of SAH to its portfolio, raising its holding to 68.14 thousand shares of worth $5.18M. MILLENNIUM MANAGEMENT LLC also increased its SAH shares holding by 20.53% which brought its holding to 383.12 thousand shares worth $29.15M.

SAH's major insiders: who are they?

The insider with the most stakes in SAH is SMITH O BRUTON , Executive Chairman at the company. Additionally, SAH stock is highly held by 10 percent owner SONIC FINANCIAL CORP and 10 percent owner Rusnak Paul P. among others.

Did an insider recently sell SAH stock?

Company executives, directors, and other insiders own 31.93% percent of Sonic Automotive, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which SAH insiders have sold stock, totaling 0 shares. Insiders that have sold shares include DYKE JEFF, BYRD HEATH, and SMITH DAVID BRUTON.

Which insider recently purchased SAH stock?

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

How much of SAH does insiders own?

Around 0 Sonic Automotive, Inc. shares are held by insiders, which represents about 31.93% of SAH stock.

Who is the insider with the largest stake?

SAH Executive Chairman, SMITH O BRUTON holds the largest portfolio of the company's shares. SAH shares owned by SMITH total nearly 9.86 million.

Which institution holds the most shares in SAH?

MORGAN STANLEY is the largest institutional owner in SAH which holds 194.51 thousand shares worth $14.80M or 0.57% of the total SAH shares outstanding followed by AMERICAN CENTURY COMPANIES INC with ownership of 110.41 thousand shares representing 0.32% of the SAH ownership. VOLORIDGE INVESTMENT MANAGEMENT, LLC is the third largest stakeholder with 68.14 thousand shares or 0.2% of the ownership worth more than $5.18M.

Is Sonic Automotive, 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 SAH is concerned, it is a stock which is optionable.

Is there a short position on SAH's shares?

Number of SAH shares short is 1.75M. 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 SAH shares are there?

As of today, 22.12M shares of SAH are outstanding.

Is there many float in SAH 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, SAH has 14.60M shares in float.

SAH 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 SAH is 6.38.

Sonic Automotive (SAH) 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 Shares5.14

Short Percent Of Float14.28

Shares Outstanding22.12M

Shares Float14.60M

Shares Short1.75M

Short Ratio6.38

14.28%

Short % of Float

5.14%

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

31.93% Percentage of Shares held by All Insiders

72.24% Percentage of Shares held by All Institutions

106.13% Percentage of Float held by Institutions

330

Number of Institutions Holding Shares

Institutional Ownership

About 72.24% of SAH shares are held by financial institutions. MORGAN STANLEY is the top corporate investor, holding 194.51K shares valued at $14.80M. A 0.57% stake in Sonic Automotive, Inc. is owned by the company. AMERICAN CENTURY COMPANIES INC owns 110.41K shares valued at $8.40M, which translates its holding of 0.32% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	MORGAN STANLEY	0.57%	194.51K	14.8M	-32.17K	-14.19%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.32%	110.41K	8.4M	78.91K	+250.46%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.2%	68.14K	5.18M	5.6K	+8.95%
Sep 30, 2025	TOWLE & CO	0.44%	148.91K	11.33M	-30.01K	-16.77%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	1.12%	383.12K	29.15M	65.27K	+20.53%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.29%	99.09K	7.54M	-36.84K	-27.10%
Sep 30, 2025	JPMORGAN CHASE & CO	0.34%	116.91K	8.9M	-28.76K	-19.74%
Sep 30, 2025	MARSHALL WACE, LLP	0.11%	36.99K	2.81M	-16.7K	-31.10%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.11%	38.19K	2.91M	-473	-1.22%
Sep 30, 2025	CITADEL ADVISORS LLC	0.16%	53.15K	4.04M	8.29K	+18.47%
Sep 30, 2025	ENGINEERS GATE MANAGER LP	0.17%	57.02K	4.34M	13.57K	+31.23%
Sep 30, 2025	INVESCO LTD.	1.34%	456.51K	34.74M	6.15K	+1.36%
Sep 30, 2025	PDT PARTNERS, LLC	0.17%	57.7K	4.39M	27.32K	+89.89%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.19%	66.42K	5.05M	-10.09K	-13.19%
Sep 30, 2025	TUDOR INVESTMENT CORP ET AL	0.54%	183.52K	13.96M	53.51K	+41.16%
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.66%	223.4K	17M	-21.35K	-8.72%
Sep 30, 2025	WESTWOOD HOLDINGS GROUP INC	1.47%	501.18K	38.14M	8.06K	+1.63%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.51%	514.41K	39.14M	75.48K	+17.20%
Sep 30, 2025	BLACKROCK, INC.	7.08%	2.41M	183.72M	6.51K	+0.27%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.23%	79.96K	6.08M	-40.99K	-33.89%
Sep 30, 2025	DEUTSCHE BANK AG\	0.24%	82.48K	6.28M	60.02K	+267.36%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.25%	85.68K	6.52M	13.87K	+19.31%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.25%	86.37K	6.57M	73K	+546.10%
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.27%	91.05K	6.93M	-3.42K	-3.62%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.15%	50.75K	3.86M	-12.95K	-20.33%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	0.15%	52.28K	3.98M	44.99K	+617.28%
Sep 30, 2025	EDGESTREAM PARTNERS, L.P.	0.23%	76.84K	5.85M	64.82K	+539.08%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.2%	68.84K	5.24M	19.48K	+39.47%
Sep 30, 2025	TEEWINOT CAPITAL ADVISERS, L.L.C.	0.12%	39.26K	2.99M	0	0
Sep 30, 2025	VERITION FUND MANAGEMENT LLC	0.12%	39.71K	3.02M	-8.82K	-18.18%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.12%	39.73K	3.02M	1.44K	+3.76%
Sep 30, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.12%	39.85K	3.03M	-1.35K	-3.27%
Sep 30, 2025	JANE STREET GROUP, LLC	0.12%	41.77K	3.18B	-361	-0.86%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.13%	44.69K	3.4M	25.68K	+135.06%
Sep 30, 2025	UBS GROUP AG	0.28%	96.82K	7.37M	34.28K	+54.82%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.29%	97.91K	7.45M	97.91K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.06%	21.76K	1.66M	-10.42K	-32.37%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.06%	21.98K	1.67M	-947	-4.13%
Sep 30, 2025	JACKSON CREEK INVESTMENT ADVISORS LLC	0.07%	23.57K	1.79M	17.84K	+311.22%
Sep 30, 2025	QUEST PARTNERS LLC	0.07%	23.95K	1.82M	7.52K	+45.80%
Sep 30, 2025	OLIVER LUXXE ASSETS LLC	0.07%	23.97K	1.82M	824	+3.56%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.07%	24.9K	1.89M	-1K	-3.86%
Sep 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.2%	67.71K	5.15M	27.45K	+68.17%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.59%	199.98K	15.22M	-2.06K	-1.02%
Sep 30, 2025	NORTHERN TRUST CORP	0.77%	261.45K	19.89M	-2.3K	-0.87%
Sep 30, 2025	MACQUARIE GROUP LTD	2.31%	788.79K	60.02M	-76.61K	-8.85%
Sep 30, 2025	VANGUARD GROUP INC	4.83%	1.65M	125.28M	96.84K	+6.25%
Sep 30, 2025	NUVEEN, LLC	0.87%	295.55K	22.49M	4.71K	+1.62%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.96%	327.06K	24.89M	-239.07K	-42.23%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.36%	122.58K	9.33M	-4.17K	-3.29%
Sep 30, 2025	PHOCAS FINANCIAL CORP.	0.33%	112.52K	8.56M	2.34K	+2.12%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.31%	106.06K	8.07M	38.38K	+56.70%
Sep 30, 2025	PROSHARE ADVISORS LLC	0.23%	77.61K	5.91M	-4.51K	-5.49%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.33%	113.12K	8.61M	900	+0.80%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.27%	91.4K	6.95M	-2.1K	-2.25%
Sep 30, 2025	CITIGROUP INC	0.11%	36.67K	2.79M	-30.99K	-45.80%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.09%	370.59K	28.2M	28.41K	+8.30%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.1%	376.44K	28.64M	31.21K	+9.04%
Sep 30, 2025	STATE STREET CORP	1.87%	638.71K	48.84M	24.04K	+3.91%
Sep 30, 2025	RHUMBLINE ADVISERS	0.14%	47K	3.58M	772	+1.67%
Sep 30, 2025	FMR LLC	0.2%	67.92K	5.17M	37.65K	+124.33%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.28%	94.3K	7.18M	7K	+8.02%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.75%	1.28M	97.3M	-56.8K	-4.25%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.08%	26K	1.98M	2.79K	+12.01%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.08%	26.13K	1.99M	-21.78K	-45.46%
Sep 30, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.08%	26.36K	2.01M	26.36K	+100.00%
Sep 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.08%	26.93K	2.05M	-100	-0.37%
Sep 30, 2025	NEW AGE ALPHA ADVISORS, LLC	0.08%	26.97K	2.05M	-876	-3.15%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.32%	109.13K	8.3M	-29.23K	-21.13%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.71%	243.21K	18.51M	4.08K	+1.71%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.08%	27.24K	2.07M	6.72K	+32.75%
Sep 30, 2025	SWISS NATIONAL BANK	0.08%	27.6K	2.1M	500	+1.85%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	28.76K	2.19M	1.21K	+4.40%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.1%	32.54K	2.48M	32.54K	+100.00%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.1%	33.71K	2.57B	13.4K	+65.97%
Sep 30, 2025	FORMULA GROWTH LTD	0.11%	35.8K	2.72M	0	0
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.08%	25.9K	2.07M	25.1K	+3,137.50%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.05%	17.4K	1.37M	-3.2K	-15.54%
Jun 30, 2025	QUEST PARTNERS LLC	0.05%	16.43K	1.31M	-3.7K	-18.39%
Jun 30, 2025	ISLAY CAPITAL MANAGEMENT, LLC	0.04%	14.3K	1.14M	14.3K	+100.00%
Jun 30, 2025	DARK FOREST CAPITAL MANAGEMENT LP	0.04%	13.13K	1.05M	13.13K	+100.00%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.04%	12.28K	981.7K	6.09K	+98.48%
Jun 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.04%	12.18K	973.39K	-1.01K	-7.68%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	9.4K	822.81K	88	+0.95%
Jun 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.03%	8.62K	688K	517	+6.38%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.02%	8.2K	655.43K	-7.08K	-46.32%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.66%	566.12K	45.25M	-92.64K	-14.06%
Jun 30, 2025	TOWLE & CO	0.52%	178.91K	14.3M	-58.63K	-24.68%
Jun 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.04%	14.77K	1.18M	5.72K	+63.11%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.03%	11.32K	905.13K	11.32K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.66%	226.68K	18.12B	42.93K	+23.36%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.38%	130.01K	10.39M	67.33K	+107.40%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.33%	112.22K	8.97M	-9.1K	-7.50%
Jun 30, 2025		0.85%	290.84K	23.25M	162.39K	+126.43%
Jun 30, 2025	PHOCAS FINANCIAL CORP.	0.32%	110.19K	8.81M	16	+0.01%
Jun 30, 2025	EDGESTREAM PARTNERS, L.P.	0.04%	12.02K	961.08K	12.02K	+100.00%
Jun 30, 2025	NORTHCREST ASSET MANANGEMENT, LLC	0.03%	11.62K	1.02M	-6.91K	-37.28%
Jun 30, 2025	NUVEEN, LLC	0.85%	290.84K	23.25M	162.39K	+126.43%
Jun 30, 2025	CITADEL ADVISORS LLC	0.13%	44.86K	3.59B	-11.72K	-20.71%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.29%	438.93K	35.08B	83.6K	+23.53%
Jun 30, 2025	MACQUARIE GROUP LTD	2.54%	865.4K	69.17M	87.27K	+11.22%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.92%	1.34M	106.76M	-160.6K	-10.73%
Jun 30, 2025	VANGUARD GROUP INC	4.54%	1.55M	123.86M	13.05K	+0.85%
Jun 30, 2025	PROSHARE ADVISORS LLC	0.24%	82.12K	6.56M	82.12K	+100.00%
Jun 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.19%	63.7K	5.09M	-1.86K	-2.83%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.26%	87.3K	6.98M	2.2K	+2.59%
Jun 30, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.12%	41.2K	3.29M	-2.72K	-6.20%
Jun 30, 2025	JANE STREET GROUP, LLC	0.12%	42.13K	3.37M	-20.77K	-33.02%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.13%	43.45K	3.47M	-11.68K	-21.19%
Jun 30, 2025	CITIGROUP INC	0.2%	67.66K	5.41M	4.88K	+7.77%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.27%	93.5K	7.47M	51.4K	+122.09%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.13%	45.31K	3.62M	31.68K	+232.38%
Jun 30, 2025	RHUMBLINE ADVISERS	0.14%	46.22K	3.69M	813	+1.79%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.14%	47.92K	3.83M	-4.58K	-8.72%
Jun 30, 2025	ROYAL BANK OF CANADA	0.14%	47.97K	3.83M	34.02K	+243.97%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.14%	48.54K	3.88M	17.07K	+54.24%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.14%	49.36K	3.95M	3.02K	+6.53%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.15%	52.77K	4.22M	14.07K	+36.37%
Jun 30, 2025	UNISUPER MANAGEMENT PTY LTD	0.17%	59.4K	4.75M	31.72K	+114.57%
Jun 30, 2025	UBS GROUP AG	0.18%	62.54K	5M	2.86K	+4.79%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.18%	62.54K	5M	-2.55K	-3.91%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.35%	120.95K	9.67M	8.25K	+7.32%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.37%	126.74K	10.13M	56.03K	+79.23%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.4%	135.93K	10.86M	11.59K	+9.32%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.41%	138.36K	11.06M	83.45K	+151.96%
Jun 30, 2025	JPMORGAN CHASE & CO	0.43%	145.67K	11.64M	-21.67K	-12.95%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.59%	202.04K	16.15M	-13.07K	-6.07%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.7%	239.13K	19.11M	-13.59K	-5.38%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.72%	244.75K	19.56M	-7.71K	-3.05%
Jun 30, 2025	NORTHERN TRUST CORP	0.77%	263.75K	21.08M	-28.19K	-9.66%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.93%	317.85K	25.41M	226.45K	+247.76%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1%	342.19K	27.35M	-924	-0.27%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.01%	345.23K	27.59M	-21.51K	-5.86%
Jun 30, 2025	INVESCO LTD.	1.32%	450.36K	36M	-114.27K	-20.24%
Jun 30, 2025	STATE STREET CORP	1.8%	614.67K	49.35M	-22.72K	-3.56%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.2%	67.69K	5.41M	45.78K	+209.03%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.21%	71.81K	5.74M	-1.09K	-1.50%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.04%	12.61K	1.01M	-5.21K	-29.23%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.04%	13.37K	1.07M	13.37K	+100.00%
Jun 30, 2025	XTX TOPCO LTD	0.04%	13.91K	1.11M	4.33K	+45.14%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.04%	14.25K	1.14B	-161	-1.12%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.05%	16.66K	1.33B	-290	-1.71%
Jun 30, 2025	MAN GROUP PLC	0.05%	18.03K	1.44M	3.3K	+22.40%
Jun 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.05%	18.61K	1.49M	18.61K	+100.00%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.06%	19.88K	1.59B	-3.43K	-14.72%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.06%	20.31K	1.62M	20.31K	+100.00%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.06%	20.41K	1.63M	20.41K	+100.00%
Jun 30, 2025	OLIVER LUXXE ASSETS LLC	0.07%	23.14K	1.85M	205	+0.89%
Jun 30, 2025	FMR LLC	0.09%	30.28K	2.42B	-292.26K	-90.61%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.09%	31.5K	2.52M	6.16K	+24.32%
Jun 30, 2025	ALGERT GLOBAL LLC	0.1%	32.85K	2.63M	12.82K	+64.02%
Jun 30, 2025	MARSHALL WACE, LLP	0.16%	53.68K	4.29M	21.93K	+69.08%
Jun 30, 2025	DENALI ADVISORS LLC	0.17%	56.67K	4.53M	-32.22K	-36.25%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.03%	9.94K	794.82K	-1.4K	-12.36%
Jun 30, 2025	BLACKROCK, INC.	7.06%	2.41M	192.47M	142.83K	+6.31%
Jun 30, 2025	WESTWOOD HOLDINGS GROUP INC	1.45%	493.13K	39.42M	-148.11K	-23.10%
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.28%	94.47K	7.55M	21.96K	+30.29%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.22%	76.51K	6.12M	76.51K	+100.00%
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.15%	50.91K	4.07M	-12.09K	-19.19%
Jun 30, 2025	TEEWINOT CAPITAL ADVISERS, L.L.C.	0.12%	39.26K	3.14M	0	0
Jun 30, 2025	FORMULA GROWTH LTD	0.11%	35.8K	2.86M	-5K	-12.25%
Jun 30, 2025	PDT PARTNERS, LLC	0.09%	30.39K	2.43M	30.39K	+100.00%
Jun 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.08%	27.87K	2.23M	18.73K	+204.86%
Jun 30, 2025	NEW AGE ALPHA ADVISORS, LLC	0.08%	27.85K	2.23M	-3.91K	-12.30%
Mar 31, 2025	DENALI ADVISORS LLC	0.26%	88.89K	5.06M	1.79K	+2.05%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.12%	41.86K	2.38M	-540	-1.27%
Mar 31, 2025	FORMULA GROWTH LTD	0.12%	40.8K	2.32M	-10K	-19.69%
Mar 31, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.21%	72.51K	4.13M	-2.91K	-3.86%
Mar 31, 2025	PHOCAS FINANCIAL CORP.	0.33%	110.17K	6.28M	-6.17K	-5.31%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.18%	62.69K	3.57M	32.44K	+107.27%
Mar 31, 2025	ENGINEERS GATE MANAGER LP	0.16%	55.13K	3.14M	11.45K	+26.20%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.16%	54.91K	3.13M	27.86K	+102.96%
Mar 31, 2025	UBS GROUP AG	0.18%	59.68K	3.4M	18.49K	+44.88%
Mar 31, 2025	CITADEL ADVISORS LLC	0.17%	56.58K	3.22M	4.44K	+8.51%
Mar 31, 2025	VANGUARD GROUP INC	4.53%	1.54M	87.52M	-20.78K	-1.33%
Mar 31, 2025	WESTWOOD HOLDINGS GROUP INC	1.89%	641.24K	36.52M	133.04K	+26.18%
Mar 31, 2025	STATE STREET CORP	1.88%	637.39K	36.56M	-50.25K	-7.31%
Mar 31, 2025	INVESCO LTD.	1.67%	564.63K	32.16M	-35.73K	-5.95%
Mar 31, 2025	NORTHERN TRUST CORP	0.86%	291.94K	16.63M	808	+0.28%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.75%	252.72K	14.39M	158.58K	+168.47%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.74%	252.46K	14.38M	-5.65K	-2.19%
Mar 31, 2025	TOWLE & CO	0.7%	237.54K	13.53M	-75.77K	-24.18%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.63%	215.11K	12.25M	-8.65K	-3.87%
Mar 31, 2025	MORGAN STANLEY	0.54%	183.75K	10.47M	-3.99K	-2.12%
Mar 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.36%	121.32K	6.91M	-10.79K	-8.17%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.33%	112.7K	6.42M	965	+0.86%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.27%	91.4K	5.21M	-384.71K	-80.80%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.25%	85.1K	4.85M	11.7K	+15.94%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.22%	72.9K	4.15M	1.85K	+2.61%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.21%	70.71K	4.03M	50.7K	+253.39%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.19%	65.08K	3.71M	-4.68K	-6.71%
Mar 31, 2025	HARBOR CAPITAL ADVISORS, INC.	0.19%	62.99K	3.59M	6.63K	+11.77%
Mar 31, 2025	JPMORGAN CHASE & CO	0.49%	167.33K	9.53M	86.38K	+106.69%
Mar 31, 2025		0.38%	128.45K	7.32M	128.45K	+100.00%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.37%	124.34K	7.08M	41.72K	+50.50%
Mar 31, 2025	HITE HEDGE ASSET MANAGEMENT LLC	0.37%	123.72K	7.05M	65.2K	+111.40%
Mar 31, 2025	BLACKROCK, INC.	6.68%	2.27M	129.02M	-117.06K	-4.91%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.94%	658.76K	37.52M	-230.46K	-25.92%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.08%	366.73K	20.89M	-13.94K	-3.66%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.05%	355.33K	20.24M	197.34K	+124.90%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.01%	343.11K	19.55M	10.73K	+3.23%
Mar 31, 2025	FMR LLC	0.95%	322.54K	18.37M	285.32K	+766.54%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.15%	52.5K	2.99M	-5.03K	-8.74%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.41%	1.5M	85.22M	-155.73K	-9.43%
Mar 31, 2025	MACQUARIE GROUP LTD	2.3%	778.13K	44.32M	18.98K	+2.50%
Mar 31, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.13%	43.92K	2.5M	-12.55K	-22.23%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.12%	42.1K	2.4M	8.7K	+26.05%
Mar 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.19%	65.56K	3.73M	-3.24K	-4.71%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.19%	63.77K	3.63M	43.09K	+208.36%
Mar 31, 2025	JANE STREET GROUP, LLC	0.19%	62.91K	3.58M	45.6K	+263.38%
Mar 31, 2025	CITIGROUP INC	0.19%	62.78K	3.58M	-11.72K	-15.73%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.14%	46.34K	2.64M	9.77K	+26.72%
Mar 31, 2025	RHUMBLINE ADVISERS	0.13%	45.41K	2.59M	-621	-1.35%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.13%	45K	2.56M	0	0
Mar 31, 2024	VANGUARD GROUP INC	4.7%	1.59M	90.64M	3.52K	+0.22%
Mar 31, 2024	JUMP FINANCIAL, LLC	0.1%	32.69K	1.86M	6.19K	+23.36%
Mar 31, 2024	TEEWINOT CAPITAL ADVISERS, L.L.C.	0.12%	39.26K	2.24M	0	0
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.12%	39.98K	2.28M	-3.19K	-7.39%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.12%	42.37K	2.41M	-1.2K	-2.76%
Mar 31, 2024	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.13%	44.33K	2.52M	10.22K	+29.96%
Mar 31, 2024	CITADEL ADVISORS LLC	0.12%	40.39K	2.3M	-32K	-44.21%
Mar 31, 2024	ALGERT GLOBAL LLC	0.17%	57.27K	3.26M	14.8K	+34.86%
Mar 31, 2024	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.17%	58.1K	3.31M	-5.44K	-8.56%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.22%	75.62K	4.31M	1.09K	+1.46%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.23%	77.17K	4.39M	-9.26K	-10.72%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.29%	99.69K	5.68M	41.5K	+71.33%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.31%	105.2K	5.99M	-9.9K	-8.60%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.33%	110.47K	6.29M	89.21K	+419.50%
Mar 31, 2024	VERITION FUND MANAGEMENT LLC	0.37%	124.62K	7.1M	124.62K	+100.00%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.42%	142.39K	8.11M	-17.24K	-10.80%
Mar 31, 2024	CUBIST SYSTEMATIC STRATEGIES, LLC	0.43%	144.91K	8.25M	114.25K	+372.66%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.48%	163.87K	9.33M	-345	-0.21%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.54%	183.11K	10.43M	121.26K	+196.04%
Mar 31, 2024	J. GOLDMAN & CO LP	0.75%	253.47K	14.43M	104.61K	+70.28%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.76%	258.63K	14.73M	-8.72K	-3.26%
Mar 31, 2024	NORTHERN TRUST CORP	0.81%	273.75K	15.59M	-31.15K	-10.22%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.81%	276.25K	15.73M	-2.88K	-1.03%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.96%	325.2K	18.52M	6.94K	+2.18%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.16%	393.48K	22.4M	15.16K	+4.01%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	1.3%	440.03K	25.06M	-371.24K	-45.76%
Mar 31, 2024	MACQUARIE GROUP LTD	1.63%	553.22K	31.5M	-19.8K	-3.46%
Mar 31, 2024	WESTWOOD HOLDINGS GROUP INC	1.85%	630.45K	35.9M	70.54K	+12.60%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	5.2%	1.76M	100.47M	-96.85K	-5.20%
Mar 31, 2024	BLACKROCK INC.	7.11%	2.41M	137.29M	-77.64K	-3.12%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.04%	12.89K	734K	-350	-2.64%
Mar 31, 2024	TEXAS PERMANENT SCHOOL FUND CORP	0.04%	13.01K	740.68K	168	+1.31%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.04%	13.07K	743K	-6.5K	-33.20%
Mar 31, 2024	JPMORGAN CHASE & CO	0.04%	14.34K	816.41K	-4.61K	-24.33%
Mar 31, 2024	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.05%	15.33K	873.06K	15.33K	+100.00%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.05%	16.11K	917.47K	1.59K	+10.95%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.05%	16.99K	967.24K	-200	-1.16%
Mar 31, 2024	QUANTBOT TECHNOLOGIES LP	0.05%	17.62K	1M	9.19K	+109.05%
Mar 31, 2024	NORTHCREST ASSET MANANGEMENT, LLC	0.05%	18.5K	1.05M	-550	-2.89%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.06%	19.26K	1.1M	-4.77K	-19.85%
Mar 31, 2024	CREDIT SUISSE AG/	0.06%	20.46K	1.16M	-1.23K	-5.67%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	21.8K	1.24M	21.8K	+100.00%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.06%	21.93K	1.25M	1.52K	+7.44%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.07%	22.62K	1.29M	-2.34K	-9.39%
Mar 31, 2024	UBS GROUP AG	0.07%	22.99K	1.31M	12.34K	+115.82%
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.07%	24.17K	1.38M	24.17K	+100.00%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.08%	26.95K	1.53M	-759	-2.74%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.08%	27.98K	1.59M	0	0
Mar 31, 2024	SWISS NATIONAL BANK	0.08%	28K	1.59M	-2K	-6.67%
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.08%	28.75K	1.64M	-2.49K	-7.96%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.09%	30.84K	1.76M	0	0
Mar 31, 2024	DENALI ADVISORS LLC	0.11%	36.7K	2.09M	8.9K	+32.01%
Mar 31, 2024	FMR LLC	0.13%	42.54K	2.42M	-9.2K	-17.79%
Mar 31, 2024	RHUMBLINE ADVISERS	0.15%	50.79K	2.89M	-671	-1.30%
Mar 31, 2024	ENGINEERS GATE MANAGER LP	0.15%	50.95K	2.9M	-7.09K	-12.21%
Mar 31, 2024	COOPER CREEK PARTNERS MANAGEMENT LLC	0.16%	52.8K	3.01M	-204.75K	-79.50%
Mar 31, 2024	FORMULA GROWTH LTD	0.17%	57.8K	3.29M	-3K	-4.93%
Mar 31, 2024	POINT72 ASSET MANAGEMENT, L.P.	0.18%	60.9K	3.47M	60.9K	+100.00%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.21%	70.03K	3.99M	-32.9K	-31.96%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.23%	77.7K	4.42M	44.2K	+131.94%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.29%	97.66K	5.56M	63.6K	+186.75%
Mar 31, 2024	HITE HEDGE ASSET MANAGEMENT LLC	0.34%	115.94K	6.6M	41.7K	+56.16%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.67%	227.19K	12.94M	-126.17K	-35.71%
Mar 31, 2024	MORGAN STANLEY	0.83%	283K	16.11M	-117.63K	-29.36%
Mar 31, 2024	INVESCO LTD.	1.79%	607.97K	34.62M	80.28K	+15.21%
Mar 31, 2024	STATE STREET CORP	2.11%	716K	40.99M	4.49K	+0.63%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.78%	944.05K	53.75M	52.43K	+5.88%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.36%	122.64K	6.98M	-13.95K	-10.21%
Mar 31, 2024	TOWLE & CO	1.12%	380.95K	21.69M	359.52K	+1,677.65%
Dec 31, 2023	PDT PARTNERS, LLC	0.1%	33.44K	1.88M	0	0
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.1%	33.5K	1.88M	24.8K	+285.06%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.1%	34.06K	1.91M	34.06K	+100.00%
Dec 31, 2023	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.1%	34.11K	1.92M	34.11K	+100.00%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.11%	38.22K	2.15M	22.85K	+148.75%
Dec 31, 2023	TEEWINOT CAPITAL ADVISERS, L.L.C.	0.11%	39.26K	2.21M	-98.43K	-71.49%
Dec 31, 2023	ALGERT GLOBAL LLC	0.12%	42.47K	2.39M	12.63K	+42.33%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.12%	43.18K	2.43M	24.02K	+125.41%
Dec 31, 2023	JANE STREET GROUP, LLC	0.09%	32.86K	1.85M	12.15K	+58.64%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.12%	43.57K	2.45M	-2.16K	-4.73%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.15%	51.3K	2.88M	42.61K	+489.89%
Dec 31, 2023	RHUMBLINE ADVISERS	0.15%	51.46K	2.89M	-3.08K	-5.65%
Dec 31, 2023	FMR LLC	0.15%	51.74K	2.91M	-5.84K	-10.15%
Dec 31, 2023	ENGINEERS GATE MANAGER LP	0.17%	58.03K	3.26M	42.4K	+271.27%
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.17%	58.19K	3.27M	35.42K	+155.59%
Dec 31, 2023	FORMULA GROWTH LTD	0.17%	60.8K	3.42M	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.18%	61.85K	3.48M	1.27K	+2.09%
Dec 31, 2023	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.18%	63.54K	3.57M	33.66K	+112.66%
Dec 31, 2023	HITE HEDGE ASSET MANAGEMENT LLC	0.21%	74.24K	4.17M	-35.97K	-32.64%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.21%	74.53K	4.19M	-7.93K	-9.61%
Dec 31, 2023	CITADEL ADVISORS LLC	0.21%	72.39K	4.07M	-91.08K	-55.72%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.25%	86.43K	4.86M	-5.54K	-6.02%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.29%	102.93K	5.79M	47.7K	+86.37%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.33%	115.1K	6.47M	-83.3K	-41.99%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.39%	136.59K	7.68M	9.8K	+7.73%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.09%	31.48K	1.77M	31.48K	+100.00%
Dec 31, 2023	HRT FINANCIAL LP	0.09%	31.59K	1.78M	31.59K	+100.00%
Dec 31, 2023	J. GOLDMAN & CO LP	0.43%	148.85K	8.37M	76.33K	+105.24%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.46%	159.62K	8.97M	-3.78K	-2.31%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.47%	164.22K	9.23M	-14.31K	-8.02%
Dec 31, 2023	COOPER CREEK PARTNERS MANAGEMENT LLC	0.74%	257.56K	14.48M	257.56K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.77%	267.35K	15.03M	-104	-0.04%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.8%	279.14K	15.69M	-22.39K	-7.43%
Dec 31, 2023	NORTHERN TRUST CORP	0.87%	304.9K	17.14M	-6.86K	-2.20%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.91%	318.27K	17.89M	-5.11K	-1.58%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.01%	353.37K	19.86M	-39.62K	-10.08%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.08%	378.32K	21.27M	-2.89K	-0.76%
Dec 31, 2023	MORGAN STANLEY	1.15%	400.63K	22.52M	184.31K	+85.20%
Dec 31, 2023	INVESCO LTD.	1.51%	527.69K	29.66M	-9.5K	-1.77%
Dec 31, 2023	WESTWOOD HOLDINGS GROUP INC	1.6%	559.91K	31.47M	559.91K	+100.00%
Dec 31, 2023	MACQUARIE GROUP LTD	1.64%	573.02K	32.21M	-2.42K	-0.42%
Dec 31, 2023	STATE STREET CORP	2.04%	711.51K	40.23M	-32K	-4.30%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	2.32%	811.27K	45.6M	320.9K	+65.44%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.55%	891.62K	50.12M	-23K	-2.52%
Dec 31, 2023	VANGUARD GROUP INC	4.55%	1.59M	89.28M	-76.93K	-4.62%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	5.33%	1.86M	104.63M	-60.33K	-3.14%
Dec 31, 2023	BLACKROCK INC.	7.13%	2.49M	139.89M	-24.26K	-0.97%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.09%	31.25K	1.76M	21.77K	+229.73%
Dec 31, 2023	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.09%	31.24K	1.76M	-4.01K	-11.36%

Insiders

Among the SAH insiders holding of 31.93% of the stake in company, SMITH O BRUTON, Executive Chairman, holds the largest shares of 9.86M. SONIC FINANCIAL CORP, 10 percent owner, is the second largest SAH insider with ownership of 9.86M shares. RUSNAK PAUL P., 10 percent owner, stands third with possession of 5M shares of that stake.

Insiders	Designation	Shares Held
SMITH O BRUTON	Executive Chairman	9.86M
SONIC FINANCIAL CORP	10 percent owner	9.86M
RUSNAK PAUL P.	10 percent owner	5M
DYKE JEFF	President	605.39K
SMITH DAVID BRUTON	Chairman and CEO	583.05K
COSPER DAVID P	Vice Chairman and CFO	188.92K
BYRD HEATH	EVP and CFO	173.62K
HELLER H ROBERT	director	47.59K
BELK WILLIAM I	director	44.97K
SMITH MARCUS G		36.28K
DOOLAN VICTOR H	director	32.09K
TAYLOR R EUGENE	director	12.24K
SMITH BRYAN SCOTT	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 02, 2025	DYKE JEFF	SALE	70.02	576	40.33K	605.39K
May 30, 2025	DYKE JEFF	SALE	70.05	31.15K	2.18M	605.97K
May 29, 2025	DYKE JEFF	SALE	70.00	1.84K	128.66K	637.12K
May 28, 2025	DYKE JEFF	SALE	70.03	16.43K	1.15M	638.96K
Jul 18, 2024	BYRD HEATH	SALE	60.00	19.83K	1.19M	173.62K
Jun 12, 2024	DYKE JEFF	SALE	60.00	16.73K	1M	817.75K
Jun 12, 2024	BYRD HEATH	SALE	60.00	2.48K	148.81K	193.45K
May 28, 2024	DYKE JEFF	SALE	56.76	15K	851.43K	161.62K
May 15, 2024	SMITH DAVID BRUTON	SALE	59.36	16.65K	988.1K	583.05K
May 14, 2024	SMITH DAVID BRUTON	SALE	59.27	41.77K	2.48M	583.05K
May 13, 2024	SMITH DAVID BRUTON	SALE	59.26	20.65K	1.22M	583.05K
May 10, 2024	SMITH DAVID BRUTON	SALE	58.50	1.75K	102.21K	583.05K
May 09, 2024	SMITH DAVID BRUTON	SALE	58.43	67.7K	3.96M	583.05K
May 07, 2024	SMITH DAVID BRUTON	SALE	58.49	21	1.23K	583.05K
Apr 29, 2024	SMITH DAVID BRUTON	SALE	61.43	3.86K	237.2K	583.05K
Sep 14, 2023	BYRD HEATH	SALE	54.01	34.19K	1.85M	168.62K
Sep 06, 2023	BYRD HEATH	SALE	54.00	3.8K	205.2K	168.62K
Aug 31, 2023	BYRD HEATH	SALE	54.06	100	5.41K	168.62K
Aug 30, 2023	BYRD HEATH	SALE	54.00	1.51K	81.49K	168.62K
Jul 19, 2023	BYRD HEATH	SALE	54.05	5.47K	295.84K	168.62K
Apr 18, 2023	BYRD HEATH	SALE	54.07	3.5K	189.26K	168.62K
Apr 17, 2023	BYRD HEATH	SALE	54.00	7.59K	409.81K	168.62K
Apr 14, 2023	BYRD HEATH	SALE	54.02	11.34K	612.36K	168.62K
Apr 10, 2023	DYKE JEFF	SALE	50.80	86.6K	4.4M	814.2K
Feb 17, 2023	DYKE JEFF	SALE	56.83	22.71K	1.29M	176.62K
Aug 24, 2022	SMITH DAVID BRUTON	SALE	55.60	54.67K	3.04M	467.86K
Aug 16, 2022	DYKE JEFF	SALE	52.00	18.68K	971.1K	792.42K
Aug 01, 2022	BYRD HEATH	SALE	40.31	26.22K	1.06M	146.6K
Aug 01, 2022	DYKE JEFF	SALE	42.67	28.2K	1.2M	190.17K
Apr 06, 2022	RUSNAK PAUL P.	PURCHASE	41.89	127.48K	5.34M	5M
Mar 09, 2022	BYRD HEATH	SALE	50.69	20.38K	1.03M	176.2K
Mar 04, 2022	DYKE JEFF	SALE	52.00	2.77K	143.99K	218.36K
May 07, 2021	DYKE JEFF	SALE	51.28	33.43K	1.71M	227.53K
Apr 14, 2021	SMITH DAVID BRUTON	SALE	49.78	119.49K	5.95M	425.39K
Apr 14, 2021	BYRD HEATH	SALE	49.80	45.48K	2.27M	105.76K
Apr 14, 2021	DYKE JEFF	SALE	50.00	32.55K	1.63M	804.11K
Apr 13, 2021	BYRD HEATH	SALE	49.17	9.28K	456.35K	105.76K
Apr 13, 2021	SMITH DAVID BRUTON	SALE	49.16	13.03K	640.51K	425.39K
Apr 12, 2021	BYRD HEATH	SALE	49.83	12.73K	634.29K	105.76K
Apr 12, 2021	SMITH DAVID BRUTON	SALE	49.83	19.88K	990.72K	425.39K
Apr 12, 2021	DYKE JEFF	SALE	50.08	54.05K	2.71M	804.11K
Mar 05, 2021	DYKE JEFF	SALE	46.65	16.57K	773.13K	260.96K
Aug 20, 2020	SMITH DAVID BRUTON	SALE	45.00	6K	269.96K	381.87K
Aug 18, 2020	SMITH DAVID BRUTON	SALE	45.07	10.95K	493.38K	387.87K
Aug 05, 2020	BYRD HEATH	SALE	40.83	20K	816.6K	114.24K
Jul 15, 2020	DYKE JEFF	SALE	40.00	25K	1M	1.07M
Jul 10, 2020	BYRD HEATH	SALE	35.01	7.57K	264.85K	134.24K
Jul 08, 2020	BYRD HEATH	SALE	35.00	11.94K	417.73K	141.8K
May 28, 2020	DOOLAN VICTOR H	SALE	28.46	5K	142.3K	32.09K
Mar 23, 2020	SMITH MARCUS G	PURCHASE	9.97	900	8.97K	36.28K
Mar 19, 2020	SMITH MARCUS G	PURCHASE	11.43	5K	57.15K	35.38K
Mar 17, 2020	SMITH MARCUS G	PURCHASE	14.65	6.5K	95.23K	30.38K
Nov 14, 2019	BYRD HEATH	SALE	35.00	4.37K	152.81K	172.88K
Oct 28, 2019	DYKE JEFF	SALE	35.00	25K	875K	1.27M
Sep 10, 2019	DYKE JEFF	SALE	30.00	25K	750K	1.29M
Jun 11, 2019	BYRD HEATH	SALE	23.60	15K	354K	177.24K
Sep 27, 2018	SONIC FINANCIAL CORP	PURCHASE	0.00	976.88K	-	9.86M
Sep 27, 2018	SMITH DAVID BRUTON	PURCHASE	0.00	976.88K	-	9.86M
Sep 27, 2018	SMITH MARCUS G	PURCHASE	0.00	976.88K	-	9.86M
Sep 27, 2018	SMITH O BRUTON	PURCHASE	0.00	976.88K	-	9.86M
Sep 27, 2018	SMITH BRYAN SCOTT	SALE	0.00	900.77K	-	0
Jun 20, 2018	BYRD HEATH	SALE	23.00	8.5K	195.5K	153.54K
May 25, 2018	SMITH O BRUTON	PURCHASE	21.41	15K	321.16K	909.69K
May 17, 2018	DOOLAN VICTOR H	SALE	21.99	10K	219.9K	23.84K
Nov 01, 2017	DYKE JEFF	SALE	20.09	16.45K	330.43K	1.25M
Oct 31, 2017	DYKE JEFF	SALE	20.10	8.55K	171.83K	1.26M
Oct 27, 2017	BYRD HEATH	SALE	20.43	11K	224.73K	143.31K
May 03, 2017	SMITH O BRUTON	PURCHASE	18.55	19.27K	357.51K	676.61K
Mar 21, 2017	SMITH O BRUTON	PURCHASE	20.11	90K	1.81M	668.49K
Mar 20, 2017	SMITH O BRUTON	PURCHASE	20.40	10K	204K	578.49K
Mar 20, 2017	TAYLOR R EUGENE	PURCHASE	20.51	5K	102.57K	12.24K
Mar 20, 2017	DOOLAN VICTOR H	SALE	20.42	4.5K	91.88K	5.9K
Aug 24, 2016	SMITH O BRUTON	PURCHASE	16.83	50K	841.62K	525.24K
Aug 22, 2016	SMITH O BRUTON	PURCHASE	16.74	50K	836.92K	475.24K
Mar 09, 2016	DOOLAN VICTOR H	SALE	19.48	3.5K	68.18K	6.17K
Nov 03, 2015	SMITH BRYAN SCOTT	SALE	25.01	1.29K	32.24K	287.12K
Nov 02, 2015	SMITH BRYAN SCOTT	SALE	25.00	69.31K	1.73M	287.12K
Oct 30, 2015	SMITH BRYAN SCOTT	SALE	25.05	54.18K	1.36M	287.12K
Jun 16, 2015	SMITH DAVID BRUTON	PURCHASE	0.00	68	-	8.88M
Jun 16, 2015	SMITH O BRUTON	SALE	0.00	203	-	8.88M
Jun 16, 2015	SMITH BRYAN SCOTT	PURCHASE	0.00	68	-	8.88M
Mar 25, 2015	SMITH DAVID BRUTON	SALE	24.65	20K	492.96K	172.59K
Mar 24, 2015	SMITH BRYAN SCOTT	SALE	25.00	789	19.73K	292.31K
Mar 23, 2015	SMITH BRYAN SCOTT	SALE	25.05	36.71K	919.46K	292.31K
Mar 02, 2015	SMITH DAVID BRUTON	SALE	25.03	8K	200.26K	183.93K
Dec 05, 2014	SMITH BRYAN SCOTT	SALE	27.00	2.81K	75.87K	274.6K
Dec 03, 2014	SMITH BRYAN SCOTT	SALE	27.00	34.69K	936.68K	274.6K
Aug 06, 2014	SMITH O BRUTON	PURCHASE	24.20	10K	242K	300.74K
Aug 01, 2014	SMITH O BRUTON	PURCHASE	24.10	10K	241K	290.74K
Jun 04, 2014	DYKE JEFF	SALE	27.00	20K	540K	163.45K
Mar 04, 2014	SMITH DAVID BRUTON	SALE	24.17	10K	241.7K	173.31K
Feb 24, 2014	DYKE JEFF	SALE	23.08	40K	923.2K	206.57K
May 14, 2013	BYRD HEATH	SALE	23.52	2.77K	65.24K	50.99K
May 10, 2013	BELK WILLIAM I	SALE	23.41	2K	46.82K	44.97K
Mar 19, 2013	SMITH DAVID BRUTON	SALE	23.23	2K	46.45K	97.02K
Nov 08, 2012	HELLER H ROBERT	SALE	18.96	10K	189.56K	47.59K
Nov 05, 2012	DYKE JEFF	SALE	20.00	31.12K	622.4K	165.66K
Sep 06, 2012	SMITH BRYAN SCOTT	SALE	18.09	36.05K	652.21K	198.21K
Aug 31, 2012	SMITH BRYAN SCOTT	SALE	18.01	800	14.41K	198.21K
Aug 29, 2012	SMITH BRYAN SCOTT	SALE	18.00	3.64K	65.56K	198.21K
Aug 28, 2012	SMITH BRYAN SCOTT	SALE	18.01	9.51K	171.17K	198.21K
Aug 16, 2012	SMITH DAVID BRUTON	SALE	18.00	21.82K	392.72K	106.76K
Aug 14, 2012	SMITH DAVID BRUTON	SALE	18.00	100	1.8K	106.76K
Aug 09, 2012	SMITH DAVID BRUTON	SALE	18.00	300	5.4K	106.76K
Aug 07, 2012	SMITH DAVID BRUTON	SALE	18.00	14.39K	259.07K	106.76K
Mar 30, 2012	COSPER DAVID P	SALE	18.12	38.89K	704.67K	188.92K
Mar 14, 2012	HELLER H ROBERT	SALE	18.14	15K	272.09K	43.42K

Frequently Asked Questions