How many institutions own SCM 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 SCM shares is 77, representing 13.03% of the company's common stock.

Who are the major shareholders selling Stellus Capital Investment Corporation stock?

FARTHER FINANCE ADVISORS, LLC, in the last quarter, reduced its stake in SCM by -21.84% restricting it's holding to 10.24 thousand shares of worth nearly $129.89K. ROYAL BANK OF CANADA also lessened -13.32% of the SCM shares from its portfolio, reducing its holding to 20.12 thousand shares of worth $255.00K. MORGAN STANLEY also shunned SCM shares holding by -30.15% last quarter which brought its holding to 18 thousand shares worth $228.19K.

Investors who are buying SCM stock?

As per its latest 13F filing, BANK OF AMERICA CORP /DE/ increased its stake in SCM by 1,972.74% in the last quarter. The institutional holder raised its holding to 27.98 thousand shares having worth more than $354.81K. also added 100% more shares of SCM to its portfolio, raising its holding to 1.67 thousand shares of worth $21.18M. EMPOWERED FUNDS, LLC also increased its SCM shares holding by 100% which brought its holding to 619 shares worth $7.85M.

SCM's major insiders: who are they?

The insider with the most stakes in SCM is Ladd Robert T. , President and CEO at the company. Additionally, SCM stock is highly held by director Davis Joshua T. and director Bilger Bruce R among others.

Did an insider recently sell SCM stock?

Company executives, directors, and other insiders own 3.91% percent of Stellus Capital Investment Corporation's stock. Within the last six months, there have been 0 transaction(s) in which SCM insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SCM stock?

There have been 4 transaction(s) during the past 6-months in which Stellus Capital Investment Corporation insiders have bought stock, totalling 61817 shares

How much of SCM does insiders own?

Around 1.59M Stellus Capital Investment Corporation shares are held by insiders, which represents about 3.91% of SCM stock.

Who is the insider with the largest stake?

SCM President and CEO, Ladd Robert T. holds the largest portfolio of the company's shares. SCM shares owned by Ladd total nearly 669.64 thousand.

Which institution holds the most shares in SCM?

FARTHER FINANCE ADVISORS, LLC is the largest institutional owner in SCM which holds 10.24 thousand shares worth $129.89K or 0.04% of the total SCM shares outstanding followed by U.S. CAPITAL WEALTH ADVISORS, LLC with ownership of 11.03 thousand shares representing 0.04% of the SCM ownership. PNC FINANCIAL SERVICES GROUP, INC. is the third largest stakeholder with 13 thousand shares or 0.05% of the ownership worth more than $164.84K.

Is Stellus Capital Investment Corporation 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 SCM is concerned, it is a stock which is optionable.

Is there a short position on SCM's shares?

Number of SCM shares short is null. 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 SCM shares are there?

As of today, null shares of SCM are outstanding.

Is there many float in SCM 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, SCM has null shares in float.

SCM 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 SCM is null.

Stellus Capital Investment (SCM) 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 SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

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

3.91% Percentage of Shares held by All Insiders

13.03% Percentage of Shares held by All Institutions

13.56% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 13.03% of SCM shares are held by financial institutions. FARTHER FINANCE ADVISORS, LLC is the top corporate investor, holding 10.24K shares valued at $129.89K. A 0.04% stake in Stellus Capital Investment Corporation is owned by the company. U.S. CAPITAL WEALTH ADVISORS, LLC owns 11.03K shares valued at $139.90K, which translates its holding of 0.04% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	10.24K	129.89K	-2.86K	-21.84%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.04%	11.03K	139.9K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	13K	164.84K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.07%	20.12K	255K	-3.09K	-13.32%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.1%	27.98K	354.81K	26.63K	+1,972.74%
Dec 31, 2025	HARBOR ASSET PLANNING, INC.	0%	300	3.8K	0	0
Dec 31, 2025	CWM, LLC	0%	400	5K	0	0
Dec 31, 2025		0.01%	1.67K	21.18M	1.67K	+100.00%
Dec 31, 2025	KEY FINANCIAL INC	0%	500	6.34K	0	0
Dec 31, 2025	MORGAN STANLEY	0.06%	18K	228.19K	-7.77K	-30.15%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	500	6.34K	0	0
Dec 31, 2025	EMPOWERED FUNDS, LLC	0%	619	7.85M	619	+100.00%
Dec 31, 2025	CREWE ADVISORS LLC	0%	833	10.56K	63	+8.18%
Dec 31, 2025	GROUP ONE TRADING, L.P.	0%	902	11.44K	-3.29K	-78.50%
Dec 31, 2025	PRIVATE TRUST CO NA	0%	1.1K	13.91K	0	0
Dec 31, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0%	1.17K	14K	0	0
Dec 31, 2025	ASSETMARK, INC	0%	1.2K	15.22K	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.04%	11.6K	147.09K	11.6K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	31.84K	403.75K	-2.23K	-6.54%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	49.8K	631.46K	29.9K	+150.25%
Dec 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.21%	60.05K	761.41K	1.75K	+3.01%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.79%	226.17K	2.87M	-5.08K	-2.19%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.93%	265.2K	3.36M	-20.57K	-7.20%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	1%	284.1K	3.6M	58.84K	+26.12%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	3.13K	39.7K	99	+3.27%
Dec 31, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.04%	11.89K	150.75K	-6.28K	-34.56%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.05%	13.38K	169.67K	-99	-0.73%
Dec 31, 2025	UBS GROUP AG	0.09%	25.3K	320.77K	10.48K	+70.72%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	15.46K	196.02K	2.47K	+19.02%
Dec 31, 2025	SIMPLEX TRADING, LLC	0.06%	17.22K	218.37K	5.89K	+51.94%
Dec 31, 2025	NORTHERN TRUST CORP	0.08%	21.93K	278.1K	-1.56K	-6.63%
Dec 31, 2025	TRUEMARK INVESTMENTS, LLC	0.09%	24.83K	314.81K	24.83K	+100.00%
Dec 31, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.12%	33.05K	419.07K	20.39K	+161.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.12%	34.93K	442.9K	9.9K	+39.53%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0%	0	-	-13.53K	-100.00%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0%	8	101	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0%	75	951	-2.08K	-96.52%
Dec 31, 2025	SMITHFIELD TRUST CO	0%	119	2K	119	+100.00%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0%	125	1.59K	0	0
Dec 31, 2025	VALLEY NATIONAL ADVISERS INC	0%	200	2K	0	0
Dec 31, 2025	ORG PARTNERS LLC	0.01%	2.11K	26.75K	0	0
Dec 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.13%	36.13K	459K	70	+0.19%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.14%	39.34K	498.83K	-13.11K	-24.99%
Dec 31, 2025	GABLES CAPITAL MANAGEMENT INC.	0.24%	67.12K	851.06K	-500	-0.74%
Dec 31, 2025	INSPIRE ADVISORS, LLC	0.38%	107.79K	1.37M	1.53K	+1.44%
Dec 31, 2025	ICON WEALTH ADVISORS, LLC	0.48%	135.47K	1.72M	139	+0.10%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.99%	281.17K	3.57M	7.07K	+2.58%
Dec 31, 2025	OPPENHEIMER & CO INC	0.06%	16.04K	203.38K	-1.22K	-7.09%
Dec 31, 2025	BLACKROCK, INC.	0.69%	195.55K	2.48M	-6.92K	-3.42%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.54%	154.57K	1.96M	8.44K	+5.78%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.24%	69.65K	883.1K	404	+0.58%
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.69%	197.79K	2.51M	-7.38K	-3.60%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.72%	204.29K	2.59M	32.65K	+19.02%
Dec 31, 2025	CONDOR CAPITAL MANAGEMENT	0.75%	214.44K	2.72M	11.59K	+5.71%
Dec 31, 2025	MUZINICH & CO., INC.	0.89%	253.53K	3.21M	46.64K	+22.54%
Dec 31, 2025	LPL FINANCIAL LLC	1.09%	309.05K	3.92M	270.2K	+695.56%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.06%	18.36K	232.83K	15.07K	+457.61%
Dec 31, 2025	GALLAGHER CAPITAL ADVISORS, LLC	0%	0	-	-34K	-100.00%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-2.44K	-100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	0	-	-1.8K	-100.00%
Dec 31, 2025	QUANTBOT TECHNOLOGIES LP	0%	0	-	-239	-100.00%
Dec 31, 2025	HRT FINANCIAL LP	0%	0	-	-10.91K	-100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-44.16K	-100.00%
Dec 31, 2025	DANSKE BANK A/S	0%	4	51	2	+100.00%
Dec 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.55%	156.05K	1.98M	0	0
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.64%	183.06K	2.32M	38.73K	+26.84%
Dec 31, 2025	LAUREL WEALTH ADVISORS LLC	0.01%	2.08K	26.41K	2.08K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	4.85K	61.51K	4.85K	+100.00%
Dec 31, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.03%	7.6K	96.37K	0	0
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	10K	126.8K	0	0
Sep 30, 2025	CONDOR CAPITAL MANAGEMENT	0.71%	202.85K	2.65M	5.29K	+2.68%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.24%	69.24K	904.28K	4.59K	+7.09%
Sep 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.21%	58.29K	761.32K	-6.36K	-9.84%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.18%	52.45K	684.98K	52.45K	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	44.16K	577K	0	0
Sep 30, 2025	TWO SIGMA ADVISERS, LP	1.01%	285.77K	3.73M	-81.63K	-22.22%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.04%	11.03K	144.09K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.05%	13.48K	176.06K	671	+5.24%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	2.16K	28.14K	2.16K	+100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	2.44K	31.84K	18	+0.74%
Sep 30, 2025	CITADEL ADVISORS LLC	0.04%	10K	130.6K	-7.8K	-43.82%
Sep 30, 2025	HRT FINANCIAL LP	0.04%	10.91K	142K	10.91K	+100.00%
Sep 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.04%	12.66K	165.38K	1.62K	+14.69%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	34.07K	451.33K	739	+2.22%
Sep 30, 2025	ICON WEALTH ADVISORS, LLC	0.48%	135.33K	1.77M	114	+0.08%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.6%	171.63K	2.24M	-12.37K	-6.72%
Sep 30, 2025	BLACKROCK, INC.	0.71%	202.46K	2.64M	44.29K	+28.00%
Sep 30, 2025	LAUREL WEALTH ADVISORS LLC	0%	0	-	-29.04K	-100.00%
Sep 30, 2025	LSV ASSET MANAGEMENT	0%	0	-	-20.5K	-100.00%
Sep 30, 2025	DANSKE BANK A/S	0%	2	26	2	+100.00%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	8	104	0	0
Sep 30, 2025	RONALD BLUE TRUST, INC.	0%	125	1.63K	125	+100.00%
Sep 30, 2025	VALLEY NATIONAL ADVISERS INC	0%	200	2K	0	0
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0%	239	3.12K	0	0
Sep 30, 2025	HARBOR ASSET PLANNING, INC.	0%	300	3.92K	0	0
Sep 30, 2025	CWM, LLC	0%	400	5K	0	0
Sep 30, 2025	KEY FINANCIAL INC	0%	500	6.48K	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	500	6.66K	0	0
Sep 30, 2025	CREWE ADVISORS LLC	0%	770	10.06K	19	+2.53%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	19.9K	259.89K	-11.8K	-37.22%
Sep 30, 2025	MORGAN STANLEY	0.09%	25.76K	336.47K	-122.9K	-82.67%
Sep 30, 2025	GALLAGHER CAPITAL ADVISORS, LLC	0.12%	34K	405.79K	34K	+100.00%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	3.29K	43.01K	-1.03K	-23.79%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.05%	13.53K	176.7K	439	+3.35%
Sep 30, 2025	UBS GROUP AG	0.05%	14.82K	193.52K	-3.2K	-17.75%
Sep 30, 2025	OPPENHEIMER & CO INC	0.06%	17.26K	225.46K	207	+1.21%
Sep 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.06%	18.17K	237.27K	14.53K	+398.71%
Sep 30, 2025	NORTHERN TRUST CORP	0.08%	23.49K	306.77K	479	+2.08%
Sep 30, 2025	JANE STREET GROUP, LLC	0.09%	25.03K	326.93K	25.03K	+100.00%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.51%	144.32K	1.88M	19.34K	+15.47%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.51%	146.13K	1.91M	116.35K	+390.69%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.72%	205.17K	2.68M	8.07K	+4.10%
Sep 30, 2025	MUZINICH & CO., INC.	0.73%	206.89K	2.7M	62.89K	+43.67%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.81%	231.24K	3.02M	-4.49K	-1.91%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	3.03K	39.6K	3.03K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.14%	38.85K	507.33K	-9.25K	-19.23%
Sep 30, 2025	PRIVATE TRUST CO NA	0%	1.1K	14.33K	0	0
Sep 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0%	1.17K	15K	1.17K	+100.00%
Sep 30, 2025	ASSETMARK, INC	0%	1.2K	15.67K	1.2K	+100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.8K	23.48K	0	0
Sep 30, 2025	ORG PARTNERS LLC	0.01%	2.11K	27.56K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.08%	23.21K	303K	-12.17K	-34.40%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.04%	11.34K	148K	4.32K	+61.49%
Sep 30, 2025	QUADRATURE CAPITAL LTD	0.04%	11.38K	148.66K	11.38K	+100.00%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	12.99K	169.64K	-3.79K	-22.58%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	13K	169.78K	0	0
Sep 30, 2025	INSPIRE ADVISORS, LLC	0.37%	106.26K	1.39M	43.73K	+69.94%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0.01%	4.2K	54.79K	-7.21K	-63.21%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	10K	130.6K	0	0
Sep 30, 2025	GABLES CAPITAL MANAGEMENT INC.	0.24%	67.62K	883.09K	0	0
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.55%	156.05K	2.04M	62K	+65.93%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.79%	225.26K	2.94M	7.13K	+3.27%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.05%	13.11K	171.16K	0	0
Sep 30, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.03%	7.6K	99.26K	0	0
Sep 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.13%	36.06K	470K	9.29K	+34.69%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.96%	274.1K	3.58M	20.34K	+8.01%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0%	0	-	-31.88K	-100.00%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.89%	253.76K	3.54M	41.31K	+19.44%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0%	239	3.33K	-10.85K	-97.84%
Jun 30, 2025	VALLEY NATIONAL ADVISERS INC	0%	200	2K	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-10.35K	-100.00%
Jun 30, 2025	CITIGROUP INC	0%	0	-	-1.58K	-100.00%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	0	-	-14.72K	-100.00%
Jun 30, 2025	PSI ADVISORS, LLC	0%	0	-	-3K	-100.00%
Jun 30, 2025	XTX TOPCO LTD	0%	0	-	-10.74K	-100.00%
Jun 30, 2025	HEXAGON CAPITAL PARTNERS LLC	0%	0	-	-316	-100.00%
Jun 30, 2025	QUARRY LP	0%	0	-	-1.23K	-100.00%
Jun 30, 2025	MORGAN STANLEY	0.52%	148.66K	2.07B	-70.98K	-32.32%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.33%	94.05K	1.31M	9.29K	+10.96%
Jun 30, 2025	INSPIRE ADVISORS, LLC	0.22%	62.53K	871.67K	38.06K	+155.53%
Jun 30, 2025	ROYAL BANK OF CANADA	0.12%	35.38K	494K	7.5K	+26.88%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.1%	29.78K	409.79K	-3.02K	-9.21%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.1%	29.04K	2.08M	29.04K	+100.00%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.07%	20.5K	286K	0	0
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	16.78K	233.89K	437	+2.67%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.8K	25.06K	1.8K	+100.00%
Jun 30, 2025	CONDOR CAPITAL MANAGEMENT	0.7%	197.55K	2.75M	6.16K	+3.22%
Jun 30, 2025	BLACKROCK, INC.	0.56%	158.17K	2.2M	40.3K	+34.19%
Jun 30, 2025	MUZINICH & CO., INC.	0.51%	144.01K	2.01M	56.89K	+65.30%
Jun 30, 2025	ICON WEALTH ADVISORS, LLC	0.48%	135.21K	1.88M	125	+0.09%
Jun 30, 2025	GABLES CAPITAL MANAGEMENT INC.	0.24%	67.62K	942.6K	-30.61K	-31.16%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.83%	235.73K	3.29M	-13.22K	-5.31%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.65%	184.01K	2.57M	5.42K	+3.03%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.44%	124.99K	1.74M	-6.3K	-4.80%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.23%	64.66K	901.29K	-363	-0.56%
Jun 30, 2025		0%	300	4.18K	300	+100.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	0	-	-1	-100.00%
Jun 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-25.55K	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-11.21K	-100.00%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.69%	197.1K	2.75M	4.63K	+2.41%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	33.33K	464.63K	-6.54K	-16.39%
Jun 30, 2025	GROUP ONE TRADING, L.P.	0.04%	11.4K	158.93K	5.43K	+90.94%
Jun 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.04%	11.04K	153.91K	11.04K	+100.00%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.04%	11.03K	153.8K	-3.42K	-23.66%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	10K	139.4K	0	0
Jun 30, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.03%	7.6K	105.94K	-809	-9.62%
Jun 30, 2025	SIMPLEX TRADING, LLC	0.02%	7.02K	97K	7.02K	+100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	4.32K	60.24K	4.32K	+100.00%
Jun 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.01%	3.64K	50.78K	-1.7K	-31.77%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	2.42K	33.73K	2.42K	+100.00%
Jun 30, 2025	ORG PARTNERS LLC	0.01%	2.11K	29.56K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0%	1.1K	15.29K	0	0
Jun 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.23%	64.65K	901.28K	-3.35K	-4.93%
Jun 30, 2025	LPL FINANCIAL LLC	0.17%	48.09K	670.41K	7.27K	+17.80%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	44.16K	616K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	31.7K	441.9K	-48.7K	-60.57%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.09%	26.77K	373K	2.1K	+8.52%
Jun 30, 2025	NORTHERN TRUST CORP	0.08%	23.01K	320.76K	9.86K	+74.97%
Jun 30, 2025	UBS GROUP AG	0.06%	18.02K	251.13K	2.69K	+17.53%
Jun 30, 2025	OPPENHEIMER & CO INC	0.06%	17.06K	237.76K	1.62K	+10.47%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.05%	13.11K	182.7K	0	0
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	1K	13.94K	0	0
Jun 30, 2025	CREWE ADVISORS LLC	0%	751	10.47K	1	+0.13%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	500	7K	0	0
Jun 30, 2025	KEY FINANCIAL INC	0%	500	6.97K	0	0
Jun 30, 2025	CWM, LLC	0%	400	6K	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.05%	13.09K	182.47K	-26.22K	-66.70%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	13K	181.22K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.05%	12.81K	178.56K	2.7K	+26.70%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	1.29%	367.4K	5.12M	-34.3K	-8.54%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.77%	218.13K	3.04M	-54.94K	-20.12%
Jun 30, 2025	CITADEL ADVISORS LLC	0.06%	17.8K	248.13M	14.3K	+408.57%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	10K	140K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.29%	80.4K	1.13M	56.2K	+232.23%
Mar 31, 2025	MUZINICH & CO., INC.	0.32%	87.12K	1.22M	21.36K	+32.47%
Mar 31, 2025	GABLES CAPITAL MANAGEMENT INC.	0.36%	98.23K	1.38M	72	+0.07%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.48%	131.28K	1.84M	12.32K	+10.36%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.04%	10.11K	141.54K	-1.23K	-10.82%
Mar 31, 2025	JPMORGAN CHASE & CO	0.04%	10.35K	144.86K	10.35K	+100.00%
Mar 31, 2025	XTX TOPCO LTD	0.04%	10.74K	150.33K	10.74K	+100.00%
Mar 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.25%	68.01K	952.08K	68.01K	+100.00%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.24%	65.02K	910.26K	679	+1.06%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	44.16K	618K	-167	-0.38%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	16.34K	228.77K	-87	-0.53%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.07%	20.5K	287K	0	0
Mar 31, 2025	INSPIRE ADVISORS, LLC	0.09%	24.47K	342.6K	24.47K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.14%	39.31K	550.28K	21.1K	+115.87%
Mar 31, 2025	OPPENHEIMER & CO INC	0.06%	15.44K	216.16K	3.35K	+27.73%
Mar 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.05%	14.45K	202.34K	495	+3.55%
Mar 31, 2025	NORTHERN TRUST CORP	0.05%	13.15K	184.11K	-9.82K	-42.75%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.05%	13.11K	183.48K	0	0
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	13K	182K	0	0
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.12%	31.88K	446.29K	-31.16K	-49.43%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.09%	25.55K	358K	25.55K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.1%	27.88K	390K	3.81K	+15.82%
Mar 31, 2025	UBS GROUP AG	0.06%	15.33K	214.59K	-10.63K	-40.95%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.12%	32.8K	459.24K	3.02K	+10.15%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.05%	14.72K	206.09K	-31.85K	-68.39%
Mar 31, 2025	JANE STREET GROUP, LLC	0.04%	11.21K	156.87K	11.21K	+100.00%
Mar 31, 2025	QUANTBOT TECHNOLOGIES LP	0.04%	11.09K	155.23K	11.09K	+100.00%
Mar 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.09%	24.67K	346K	5.18K	+26.56%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	39.87K	558.14K	29.49K	+284.00%
Mar 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.7%	192.46K	2.69M	192.46K	+100.00%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.77%	212.46K	2.97M	40.99K	+23.91%
Mar 31, 2025	MORGAN STANLEY	0.8%	219.64K	3.07M	61.83K	+39.18%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.9%	248.95K	3.49M	7.1K	+2.94%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.99%	273.07K	3.82M	7.45K	+2.80%
Mar 31, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.03%	8.41K	117.73K	809	+10.64%
Mar 31, 2025	CONDOR CAPITAL MANAGEMENT	0.69%	191.39K	2.68M	7.61K	+4.14%
Mar 31, 2025	CITIGROUP INC	0.01%	1.58K	22.13K	1.58K	+100.00%
Mar 31, 2025	PSI ADVISORS, LLC	0.01%	3K	42K	500	+20.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.01%	3.5K	49K	-1.9K	-35.19%
Mar 31, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.02%	5.34K	74.75K	-12.39K	-69.89%
Mar 31, 2025	LPL FINANCIAL LLC	0.15%	40.82K	571.54K	-5.57K	-12.00%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.65%	178.59K	2.5M	4.89K	+2.81%
Mar 31, 2025	ICON WEALTH ADVISORS, LLC	0.49%	135.09K	1.89M	3.61K	+2.75%
Mar 31, 2025	BLACKROCK, INC.	0.43%	117.87K	1.65M	6.24K	+5.59%
Mar 31, 2025	ORG PARTNERS LLC	0.01%	2.11K	29.54K	0	0
Mar 31, 2025	GROUP ONE TRADING, L.P.	0.02%	5.97K	83.59K	5.97K	+100.00%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	1.46%	401.7K	5.62M	24K	+6.35%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.31%	84.76K	1.19M	21.36K	+33.68%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.11%	24.64K	322.28K	-4.68K	-15.97%
Mar 31, 2024	EDGE FINANCIAL ADVISORS LLC	0.06%	12.24K	160.15K	12.24K	+100.00%
Mar 31, 2024	BUCKINGHAM STRATEGIC PARTNERS	0.09%	19.8K	259.01K	0	0
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.09%	20.4K	267K	827	+4.23%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.21%	46.5K	608.22K	30.4K	+188.82%
Mar 31, 2024	VIRTUS ETF ADVISERS LLC	0.25%	54.22K	709.16K	15.01K	+38.28%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.25%	55.25K	724.69K	55.25K	+100.00%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.25%	55.54K	726.5K	-100K	-64.29%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.28%	62.24K	814.05K	62.24K	+100.00%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.29%	63.41K	829.36K	-3.3K	-4.95%
Mar 31, 2024	MUZINICH & CO., INC.	0.31%	69.07K	887.54K	0	0
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-3.95K	-100.00%
Mar 31, 2024	QUANTBOT TECHNOLOGIES LP	0%	0	-	-3.26K	-100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0%	0	-	-12.15K	-100.00%
Mar 31, 2024	SIGMA PLANNING CORP	0%	0	-	-36.47K	-100.00%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0%	0	-	-8.75K	-100.00%
Mar 31, 2024	NOMURA ASSET MANAGEMENT CO LTD	0%	0	-	-260	-100.00%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0%	0	-	-263.07K	-100.00%
Mar 31, 2024	MONTAG A & ASSOCIATES INC	0%	0	-	-7.13K	-100.00%
Mar 31, 2024	FMR LLC	0%	0	-	-1	-100.00%
Mar 31, 2024	VALLEY NATIONAL ADVISERS INC	0%	200	2K	0	0
Mar 31, 2024	LINDBROOK CAPITAL, LLC	0%	330	4.32K	0	0
Mar 31, 2024	CWM, LLC	0%	400	5K	0	0
Mar 31, 2024	KEY FINANCIAL INC	0%	500	6.54K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.12%	26.58K	348K	-749	-2.74%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	1.01%	222.22K	2.91M	-60.46K	-21.39%
Mar 31, 2024	CONDOR CAPITAL MANAGEMENT	0.83%	183.09K	2.39M	21.22K	+13.11%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.88%	194.39K	2.54M	19.48K	+11.14%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.99%	217.67K	2.85M	-12.16K	-5.29%
Mar 31, 2024	PARKSIDE FINANCIAL BANK & TRUST	0%	500	6.54K	0	0
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	500	6.54K	500	+100.00%
Mar 31, 2024	OLD POINT TRUST & FINANCIAL SERVICES N A	0%	500	6.54K	500	+100.00%
Mar 31, 2024	SIMPLEX TRADING, LLC	0%	762	9K	762	+100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0%	1K	13.08K	-6K	-85.71%
Mar 31, 2024	PSI ADVISORS, LLC	0.01%	1.2K	15.7K	725	+152.63%
Mar 31, 2024	GROUP ONE TRADING, L.P.	0.01%	1.43K	18.64K	125	+9.62%
Mar 31, 2024	JPMORGAN CHASE & CO	0.02%	3.53K	46.16K	-11.67K	-76.77%
Mar 31, 2024	CHILTON CAPITAL MANAGEMENT LLC	0.03%	6.6K	86.33K	0	0
Mar 31, 2024	UBS GROUP AG	0.04%	8.57K	112.07K	496	+6.14%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.04%	8.69K	113.73K	-11.4K	-56.74%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.05%	10K	130.8K	10K	+100.00%
Mar 31, 2024	VIRTU FINANCIAL LLC	0.05%	10.95K	143K	10.95K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.05%	11.81K	154.41K	-8.48K	-41.80%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	13K	170.04K	0	0
Mar 31, 2024	PEAK6 INVESTMENTS LLC	0.06%	13.7K	179.2K	13.7K	+100.00%
Mar 31, 2024	OPPENHEIMER & CO INC	0.06%	13.74K	179.69K	-759	-5.24%
Mar 31, 2024	JUMP FINANCIAL, LLC	0.08%	17.4K	227.59K	-2.2K	-11.22%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.09%	20.5K	268K	0	0
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.15%	32.56K	425.86K	-22.02K	-40.34%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.16%	34.63K	452.58K	-15.64K	-31.12%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.2%	43.83K	573K	-1K	-2.23%
Mar 31, 2024	U.S. CAPITAL WEALTH ADVISORS, LLC	0.26%	56.5K	739.02K	0	0
Mar 31, 2024	CLIFFWATER LLC	0.45%	99.96K	1.3M	2.77K	+2.85%
Mar 31, 2024	GABLES CAPITAL MANAGEMENT INC.	0.46%	101.1K	1.32M	1.77K	+1.78%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.63%	137.87K	1.8M	-1.28K	-0.92%
Mar 31, 2024	SUNBELT SECURITIES, INC.	0.17%	37.48K	490.26K	-3.45K	-8.44%
Mar 31, 2024	LPL FINANCIAL LLC	0.35%	76.77K	1M	62.76K	+447.88%
Mar 31, 2024	BLACKROCK INC.	0.38%	82.97K	1.09M	751	+0.91%
Mar 31, 2024	ICON WEALTH ADVISORS, LLC	0.6%	131.44K	1.72M	389	+0.30%
Mar 31, 2024	MORGAN STANLEY	0.88%	192.58K	2.52M	9.23K	+5.03%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.91%	200.4K	2.62M	-22.3K	-10.01%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.24%	54.58K	701.31K	23.71K	+76.80%
Dec 31, 2023	QUADRATURE CAPITAL LTD	0.22%	50.27K	646.23K	-3.57K	-6.63%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.2%	44.83K	576K	0	0
Dec 31, 2023	SUNBELT SECURITIES, INC.	0.18%	40.94K	526.01K	-1.04K	-2.48%
Dec 31, 2023	VIRTUS ETF ADVISERS LLC	0.17%	39.21K	503.84K	-3.85K	-8.94%
Dec 31, 2023	SIGMA PLANNING CORP	0.16%	36.47K	468.68K	-5.02K	-12.10%
Dec 31, 2023	TREXQUANT INVESTMENT LP	0.13%	29.32K	376.78K	29.32K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.12%	27.32K	352K	-4.53K	-14.23%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.09%	20.5K	263K	-10.2K	-33.22%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.09%	20.28K	260.64K	-42.68K	-67.78%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.09%	20.1K	258.24K	168	+0.84%
Dec 31, 2023	BUCKINGHAM STRATEGIC PARTNERS	0.09%	19.8K	254.46K	0	0
Dec 31, 2023	JUMP FINANCIAL, LLC	0.09%	19.6K	251.86K	1.08K	+5.84%
Dec 31, 2023	GREAT WEST LIFE ASSURANCE CO /CAN/	0.09%	19.57K	250K	-2.12K	-9.77%
Dec 31, 2023	JPMORGAN CHASE & CO	0.07%	15.19K	195.24K	8.99K	+144.71%
Dec 31, 2023	OPPENHEIMER & CO INC	0.06%	14.5K	186.29K	1.95K	+15.50%
Dec 31, 2023	SCHONFELD STRATEGIC ADVISORS LLC	0.06%	14.1K	181.19K	14.1K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.06%	14.01K	180.06K	2.17K	+18.36%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	13K	167.05K	-10K	-43.48%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.05%	12.15K	156.11K	359	+3.04%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.04%	8.75K	112.41K	8.15K	+1,358.00%
Dec 31, 2023	UBS GROUP AG	0.04%	8.07K	103.73K	-1.83K	-18.49%
Dec 31, 2023	MONTAG A & ASSOCIATES INC	0.03%	7.13K	91.61K	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0.03%	5.9K	75.82K	-9.5K	-61.69%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.61%	139.16K	1.79M	19.7K	+16.49%
Dec 31, 2023	CHILTON CAPITAL MANAGEMENT LLC	0.03%	6.6K	84.81K	0	0
Dec 31, 2023	AQUATIC CAPITAL MANAGEMENT LLC	0.02%	4K	51K	-1.6K	-28.57%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.02%	3.95K	50.78K	3.95K	+100.00%
Dec 31, 2023	QUANTBOT TECHNOLOGIES LP	0.01%	3.26K	41.88K	3.26K	+100.00%
Dec 31, 2023		0.01%	1.35K	17.34K	1.35K	+100.00%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	1.24%	282.67K	3.63M	-140.06K	-33.13%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	1.15%	263.07K	3.38M	37.95K	+16.86%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.01%	229.83K	2.95M	-4.46K	-1.90%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.98%	222.7K	2.86M	-156.8K	-41.32%
Dec 31, 2023	ICON WEALTH ADVISORS, LLC	0.57%	131.05K	1.68M	131.05K	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.8%	183.35K	2.36M	1.31K	+0.72%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.77%	174.91K	2.25M	15.9K	+10.00%
Dec 31, 2023	CONDOR CAPITAL MANAGEMENT	0.71%	161.87K	2.08M	18.5K	+12.91%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.68%	155.54K	2M	-75.75K	-32.75%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.45%	102.96K	1.32M	4.89K	+4.99%
Dec 31, 2023	GABLES CAPITAL MANAGEMENT INC.	0.44%	99.33K	1.28M	1.14K	+1.16%
Dec 31, 2023	CLIFFWATER LLC	0.43%	97.19K	1.24M	-33.99K	-25.91%
Dec 31, 2023	BLACKROCK INC.	0.36%	82.21K	1.06M	1.9K	+2.37%
Dec 31, 2023	MUZINICH & CO., INC.	0.3%	69.07K	887.54K	-2.35K	-3.29%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.29%	66.71K	857.24K	0	0
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	60.26K	774.4K	17.83K	+42.02%
Dec 31, 2023	U.S. CAPITAL WEALTH ADVISORS, LLC	0.25%	56.5K	726.03K	0	0

Insiders

Among the SCM insiders holding of 3.91% of the stake in company, LADD ROBERT T., President and CEO, holds the largest shares of 669.64K. DAVIS JOSHUA T., director, is the second largest SCM insider with ownership of 321.58K shares. BILGER BRUCE R, director, stands third with possession of 201.98K shares of that stake.

Insiders	Designation	Shares Held
LADD ROBERT T.	President and CEO	669.64K
DAVIS JOSHUA T.	director	321.58K
BILGER BRUCE R	director	201.98K
D'ANGELO DEAN		196.68K
HUSKINSON W. TODD	CFO and CCO	54.3K
ARNOULT J TIM	director	40.87K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 16, 2026	LADD ROBERT T.	PURCHASE	8.45	1.7K	14.37K	669.64K
Mar 13, 2026	LADD ROBERT T.	PURCHASE	8.70	35K	304.5K	667.94K
Mar 13, 2026	BILGER BRUCE R	PURCHASE	8.76	19.42K	170.09K	201.98K
Mar 13, 2026	HUSKINSON W. TODD	PURCHASE	8.79	5.7K	50.07K	54.3K
Jun 17, 2022	BILGER BRUCE R	PURCHASE	11.35	17.54K	199.11K	182.57K
Jun 16, 2022	LADD ROBERT T.	PURCHASE	11.47	1K	11.48K	628.59K
Jun 16, 2022	D'ANGELO DEAN	PURCHASE	11.38	2.5K	28.45K	196.68K
May 16, 2022	LADD ROBERT T.	PURCHASE	12.70	30	381	624.58K
Dec 17, 2021	D'ANGELO DEAN	PURCHASE	12.66	1.6K	20.26K	190.9K
Dec 13, 2021	D'ANGELO DEAN	PURCHASE	12.85	1.17K	15K	189.3K
Dec 16, 2020	D'ANGELO DEAN	PURCHASE	10.85	5K	54.25K	184.52K
Sep 23, 2020	LADD ROBERT T.	PURCHASE	8.11	2K	16.21K	608.65K
Sep 01, 2020	D'ANGELO DEAN	PURCHASE	8.12	5K	40.59K	183.22K
Aug 06, 2020	LADD ROBERT T.	PURCHASE	8.06	2K	16.11K	598.65K
Aug 04, 2020	LADD ROBERT T.	PURCHASE	7.99	2K	15.98K	578.65K
Jun 11, 2020	D'ANGELO DEAN	PURCHASE	7.50	5K	37.5K	176.66K
May 19, 2020	LADD ROBERT T.	PURCHASE	7.04	2K	14.09K	565.64K
Mar 23, 2020	BILGER BRUCE R	PURCHASE	5.75	17.36K	99.82K	165.02K
Mar 23, 2020	ARNOULT J TIM	PURCHASE	5.77	9K	51.93K	40.87K
Mar 23, 2020	LADD ROBERT T.	PURCHASE	5.36	2K	10.71K	559.63K
Mar 19, 2020	ARNOULT J TIM	PURCHASE	5.80	1K	5.8K	31.87K
Mar 19, 2020	LADD ROBERT T.	PURCHASE	4.89	2K	9.79K	555.63K
Mar 19, 2020	DAVIS JOSHUA T.	PURCHASE	4.18	3.08K	12.88K	321.58K
Mar 18, 2020	DAVIS JOSHUA T.	PURCHASE	5.43	16.83K	91.4K	305.93K
Mar 18, 2020	BILGER BRUCE R	PURCHASE	6.75	14.7K	99.23K	147.66K
Mar 17, 2020	DAVIS JOSHUA T.	PURCHASE	7.50	20.79K	155.84K	289.1K
Mar 16, 2020	DAVIS JOSHUA T.	PURCHASE	7.97	13.96K	111.25K	268.31K
Mar 16, 2020	LADD ROBERT T.	PURCHASE	7.86	2K	15.73K	549.64K
Mar 13, 2020	ARNOULT J TIM	PURCHASE	9.09	10K	90.9K	30.87K
Mar 13, 2020	BILGER BRUCE R	PURCHASE	9.00	11.11K	100K	132.96K
Mar 12, 2020	BILGER BRUCE R	PURCHASE	9.92	20K	198.4K	121.85K
Mar 12, 2020	LADD ROBERT T.	PURCHASE	8.58	5K	42.9K	542.64K
Mar 12, 2020	D'ANGELO DEAN	PURCHASE	9.13	5K	45.65K	166.04K
Mar 11, 2020	BILGER BRUCE R	PURCHASE	10.50	9.52K	100K	101.85K
Mar 09, 2020	ARNOULT J TIM	PURCHASE	10.74	10K	107.4K	20.87K
Dec 24, 2018	LADD ROBERT T.	PURCHASE	11.95	2K	23.9K	478.78K
Dec 21, 2018	LADD ROBERT T.	PURCHASE	11.76	4K	47.04K	476.78K
Dec 21, 2018	BILGER BRUCE R	PURCHASE	11.94	8K	95.52K	92.33K
Dec 20, 2018	LADD ROBERT T.	PURCHASE	11.92	2K	23.84K	472.78K
Dec 19, 2018	LADD ROBERT T.	PURCHASE	12.26	3K	36.78K	470.01K
Dec 19, 2018	HUSKINSON W. TODD	PURCHASE	12.59	4.6K	57.91K	21.73K
Dec 18, 2018	BILGER BRUCE R	PURCHASE	12.60	8K	100.8K	84.33K
Dec 17, 2018	LADD ROBERT T.	PURCHASE	12.66	34K	430.44K	467.01K
Nov 12, 2018	LADD ROBERT T.	PURCHASE	12.87	6.5K	83.66K	426.58K
Jun 01, 2018	LADD ROBERT T.	PURCHASE	12.62	3K	37.86K	402.86K
May 31, 2018	LADD ROBERT T.	PURCHASE	12.72	2K	25.44K	399.86K
May 30, 2018	LADD ROBERT T.	PURCHASE	12.79	10K	127.9K	397.86K
Mar 16, 2018	LADD ROBERT T.	PURCHASE	11.78	3K	35.34K	379.77K
Mar 15, 2018	D'ANGELO DEAN	PURCHASE	11.62	5K	58.1K	138.62K
Mar 15, 2018	LADD ROBERT T.	PURCHASE	11.64	7K	81.48K	372.77K
Mar 12, 2018	LADD ROBERT T.	PURCHASE	11.90	7K	83.3K	367.83K
Mar 08, 2018	LADD ROBERT T.	PURCHASE	11.63	33K	383.79K	360.83K
Mar 08, 2018	DAVIS JOSHUA T.	PURCHASE	11.65	5K	58.25K	210.32K
Dec 08, 2017	D'ANGELO DEAN	PURCHASE	12.19	5K	60.94K	133.62K
Dec 08, 2017	BILGER BRUCE R	PURCHASE	12.20	8.04K	98.08K	76.33K
Dec 07, 2017	D'ANGELO DEAN	PURCHASE	12.40	1.2K	14.88K	122.32K
Nov 16, 2017	BILGER BRUCE R	PURCHASE	12.34	9.01K	111.22K	68.29K
Nov 16, 2017	LADD ROBERT T.	PURCHASE	12.25	400	4.9K	319.47K
Nov 15, 2017	DAVIS JOSHUA T.	PURCHASE	12.27	30K	368.1K	198.5K
Nov 15, 2017	LADD ROBERT T.	PURCHASE	12.24	22K	269.28K	319.07K
Nov 14, 2017	DAVIS JOSHUA T.	PURCHASE	12.46	20K	249.2K	168.5K
Nov 14, 2017	LADD ROBERT T.	PURCHASE	12.41	14K	173.74K	255.38K
Nov 14, 2017	D'ANGELO DEAN	PURCHASE	12.20	3.5K	42.7K	113.51K
Sep 14, 2017	D'ANGELO DEAN	PURCHASE	13.51	3K	40.53K	108.27K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE61.82K4

SALES00

NET SHARES61.82K4

SHARES HELD1.59M4

% NET SHARES-96.12%0%

Frequently Asked Questions