How many institutions own SF 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 SF shares is 714, representing 89.46% of the company's common stock.

Who are the major shareholders selling Stifel Financial Corp. stock?

FMR LLC, in the last quarter, reduced its stake in SF by -5.91% restricting it's holding to 5.52 million shares of worth nearly $690.91M. NUVEEN, LLC also lessened -11.65% of the SF shares from its portfolio, reducing its holding to 219.28 thousand shares of worth $27.46M. WALLEYE CAPITAL LLC also shunned SF shares holding by -66.11% last quarter which brought its holding to 228.3 thousand shares worth $28.59M.

Investors who are buying SF stock?

As per its latest 13F filing, MACQUARIE MANAGEMENT HOLDINGS, INC. increased its stake in SF by 100% in the last quarter. The institutional holder raised its holding to 973.83 thousand shares having worth more than $121.94B. PICTON MAHONEY ASSET MANAGEMENT also added 37.49% more shares of SF to its portfolio, raising its holding to 188.99 thousand shares of worth $23.66M. PANAGORA ASSET MANAGEMENT INC also increased its SF shares holding by 3,822.19% which brought its holding to 200.97 thousand shares worth $25.17M.

SF's major insiders: who are they?

The insider with the most stakes in SF is KRUSZEWSKI RONALD J , Chief Executive Officer at the company. Additionally, SF stock is highly held by Chief Operating Officer SLINEY DAVID D and Director MULROY THOMAS P among others.

Did an insider recently sell SF stock?

Company executives, directors, and other insiders own 2.93% percent of Stifel Financial Corp.'s stock. Within the last six months, there have been 2 transaction(s) in which SF insiders have sold stock, totaling 409 shares. Insiders that have sold shares include RUBULOTTA DAVID, ZEMLYAK JAMES M, and ZIMMERMAN MICHAEL J.

Which insider recently purchased SF stock?

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

How much of SF does insiders own?

Around 8.06K Stifel Financial Corp. shares are held by insiders, which represents about 2.93% of SF stock.

Who is the insider with the largest stake?

SF Chief Executive Officer, KRUSZEWSKI RONALD J holds the largest portfolio of the company's shares. SF shares owned by KRUSZEWSKI total nearly 1.38 million.

Which institution holds the most shares in SF?

MACQUARIE MANAGEMENT HOLDINGS, INC. is the largest institutional owner in SF which holds 973.83 thousand shares worth $121.94B or 0.95% of the total SF shares outstanding followed by PICTON MAHONEY ASSET MANAGEMENT with ownership of 188.99 thousand shares representing 0.18% of the SF ownership. PANAGORA ASSET MANAGEMENT INC is the third largest stakeholder with 200.97 thousand shares or 0.2% of the ownership worth more than $25.17M.

Is Stifel Financial Corp. 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 SF is concerned, it is a stock which is optionable.

Is there a short position on SF's shares?

Number of SF shares short is 1.87M. 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 SF shares are there?

As of today, 102.17M shares of SF are outstanding.

Is there many float in SF 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, SF has 98.67M shares in float.

SF 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 SF is 2.46.

Stifel Financial (SF) 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 Shares1.83

Short Percent Of Float1.9

Shares Outstanding102.17M

Shares Float98.67M

Shares Short1.87M

Short Ratio2.46

1.9%

Short % of Float

1.83%

Short % of Shares Outstanding

Market Insider

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

Major Holders Summary

2.93% Percentage of Shares held by All Insiders

89.46% Percentage of Shares held by All Institutions

92.16% Percentage of Float held by Institutions

714

Number of Institutions Holding Shares

Institutional Ownership

About 89.46% of SF shares are held by financial institutions. MACQUARIE MANAGEMENT HOLDINGS, INC. is the top corporate investor, holding 973.83K shares valued at $121.94B. A 0.95% stake in Stifel Financial Corp. is owned by the company. PICTON MAHONEY ASSET MANAGEMENT owns 188.99K shares valued at $23.66M, which translates its holding of 0.18% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	MACQUARIE MANAGEMENT HOLDINGS, INC.	0.95%	973.83K	121.94B	973.83K	+100.00%
Dec 31, 2025	PICTON MAHONEY ASSET MANAGEMENT	0.18%	188.99K	23.66M	51.53K	+37.49%
Dec 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.2%	200.97K	25.17M	195.85K	+3,822.19%
Dec 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.2%	201.23K	25.2M	6.04K	+3.09%
Dec 31, 2025	SWISS NATIONAL BANK	0.2%	201.41K	25.22M	2.3K	+1.16%
Dec 31, 2025	FMR LLC	5.37%	5.52M	690.91M	-346.46K	-5.91%
Dec 31, 2025	ANCORA ADVISORS, LLC	0.2%	204.07K	25.55M	4.54K	+2.27%
Dec 31, 2025	NUVEEN, LLC	0.21%	219.28K	27.46M	-28.92K	-11.65%
Dec 31, 2025	WALLEYE CAPITAL LLC	0.22%	228.3K	28.59M	-445.45K	-66.11%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.28%	291.78K	36.54M	-16.73K	-5.42%
Dec 31, 2025	SEI INVESTMENTS CO	0.25%	254.9K	31.92M	9.74K	+3.97%
Dec 31, 2025	RHUMBLINE ADVISERS	0.25%	255.17K	31.95B	-8.11K	-3.08%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.25%	261.5K	32.74M	-7.71K	-2.86%
Dec 31, 2025	JPMORGAN CHASE & CO	0.26%	265.68K	33.27M	7.08K	+2.74%
Dec 31, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.28%	289.46K	36.25M	-1.32K	-0.46%
Dec 31, 2025	ALGEBRIS (UK) LTD	0.31%	317.83K	39.82M	71.64K	+29.10%
Dec 31, 2025	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	0.34%	352.37K	44.12M	-188.83K	-34.89%
Dec 31, 2025	LOOMIS SAYLES & CO L P	0.36%	367.8K	46.06M	198.36K	+117.07%
Dec 31, 2025	UBS GROUP AG	0.36%	368.31K	46.12M	-195.11K	-34.63%
Dec 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.37%	384.33K	48.13M	-11K	-2.78%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.38%	389.79K	48.81M	276.81K	+244.99%
Dec 31, 2025	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.4%	413.68K	51.8M	-1.57K	-0.38%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.15%	1.18M	148.02M	49.75K	+4.39%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	1.17%	1.2M	150.02M	-46.07K	-3.70%
Dec 31, 2025	MARSHALL WACE, LLP	1.25%	1.28M	160.88M	433.34K	+50.89%
Dec 31, 2025	NORGES BANK	1.34%	1.38M	172.45M	1.38M	+100.00%
Dec 31, 2025	MORGAN STANLEY	1.37%	1.41M	175.96M	-845	-0.06%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.68%	1.73M	216.12M	99.49K	+6.12%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.79%	1.84M	231.03M	17.01K	+0.93%
Dec 31, 2025	STIFEL FINANCIAL CORP	2.22%	2.29M	286.17M	-47.81K	-2.05%
Dec 31, 2025	BOSTON PARTNERS	2.26%	2.32M	290.94M	-48.62K	-2.05%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	2.82%	2.89M	362.37M	1.41M	+94.81%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.28%	289.39K	36.24M	137.33K	+90.32%
Dec 31, 2025	FREESTONE GROVE PARTNERS LP	0.31%	319.27K	39.98M	206.82K	+183.90%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.32%	331.73K	41.54M	49.95K	+17.73%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.49%	499.37K	62.53M	184.28K	+58.48%
Dec 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	0.57%	590.95K	74M	-19.97K	-3.27%
Dec 31, 2025	NORTHERN TRUST CORP	0.97%	1M	125.48M	-86.32K	-7.93%
Dec 31, 2025	INVESCO LTD.	1.39%	1.43M	178.84M	64.96K	+4.77%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	2.07%	2.12M	265.81M	82.56K	+4.05%
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.6%	616.94K	77.25M	-2.58K	-0.42%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.61%	626.72K	78.48M	-36.54K	-5.51%
Dec 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.65%	666.06K	83.4M	-402.72K	-37.68%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.7%	723.92K	90.65M	-12.11K	-1.64%
Dec 31, 2025	CHANNING CAPITAL MANAGEMENT, LLC	0.71%	728.91K	91.27M	-37.68K	-4.92%
Dec 31, 2025	FIERA CAPITAL CORP	0.78%	804.61K	100.75M	199.98K	+33.08%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	414.74K	51.93M	-73.1K	-14.98%
Dec 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.57%	584.76K	73.22M	571.96K	+4,471.26%
Dec 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.4%	414.1K	51.85M	-49.46K	-10.67%
Dec 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.65%	670.93K	84.01M	388.19K	+137.30%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.24%	3.33M	416.86M	-122.77K	-3.56%
Dec 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.48%	491.62K	61.56M	-16.22K	-3.19%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.15%	153.38K	19.21M	-31.12K	-16.87%
Dec 31, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	0.16%	159.99K	20.03M	-3.11K	-1.91%
Dec 31, 2025	JANE STREET GROUP, LLC	0.17%	176.55K	22.11M	-5.08K	-2.80%
Dec 31, 2025	AXIOM INVESTORS LLC /DE	0.18%	181.47K	22.72M	13.24K	+7.87%
Dec 31, 2025	CEREDEX VALUE ADVISORS LLC	0.18%	184.85K	23.15M	-309.79K	-62.63%
Dec 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	2.15%	2.21M	276.55M	-3.51K	-0.16%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.82%	841.75K	105.4M	-1.62K	-0.19%
Dec 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.87%	897.4K	112.37M	-43.48K	-4.62%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.91%	935.95K	117.2M	282.34K	+43.20%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.95%	972.61K	121.79M	39.38K	+4.22%
Dec 31, 2025	EARNEST PARTNERS LLC	2.47%	2.54M	317.81M	-287.99K	-10.19%
Dec 31, 2025	STATE STREET CORP	2.98%	3.06M	383.61M	-84.56K	-2.69%
Dec 31, 2025	BLACKROCK, INC.	9.08%	9.33M	1.17B	-37.56K	-0.40%
Dec 31, 2025	VANGUARD GROUP INC	9.33%	9.59M	1.2B	-406K	-4.06%
Sep 30, 2025	RHUMBLINE ADVISERS	0.25%	263.28K	29.87M	-3.47K	-1.30%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.26%	269.21K	30.55M	-171.61K	-38.93%
Sep 30, 2025	MORGAN STANLEY	1.36%	1.41M	159.54M	-122.86K	-8.04%
Sep 30, 2025	BLACKROCK, INC.	9.07%	9.37M	1.06B	-26K	-0.28%
Sep 30, 2025	NORTHERN TRUST CORP	1.05%	1.09M	123.5M	-16.47K	-1.49%
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.24%	246.88K	28.01M	246.88K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.55%	563.42K	63.93M	379.82K	+206.87%
Sep 30, 2025	MACQUARIE GROUP LTD	1.03%	1.07M	121.09M	-89.87K	-7.77%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.44%	1.49M	168.56M	314.03K	+26.81%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.57%	1.63M	184.55M	-65.28K	-3.86%
Sep 30, 2025	DEUTSCHE BANK AG\	0.1%	108.36K	12.3M	97.78K	+924.19%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.11%	110.25K	12.51M	40.1K	+57.17%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.11%	112.99K	12.82M	50.23K	+80.05%
Sep 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.12%	127.29K	14.44M	-120	-0.09%
Sep 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0.13%	133.46K	15.14M	24.12K	+22.06%
Sep 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.13%	137.43K	15.6M	1.19K	+0.87%
Sep 30, 2025	PICTON MAHONEY ASSET MANAGEMENT	0.13%	137.45K	15.6M	137.45K	+100.00%
Sep 30, 2025	ACCESS INVESTMENT MANAGEMENT LLC	0.14%	142.49K	16.17M	20	+0.01%
Sep 30, 2025	PEREGRINE CAPITAL MANAGEMENT LLC	0.15%	155.19K	17.61M	-2.03K	-1.29%
Sep 30, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	0.16%	163.1K	18.51M	-10.01K	-5.78%
Sep 30, 2025	LOOMIS SAYLES & CO L P	0.16%	169.44K	19.23M	6.63K	+4.07%
Sep 30, 2025	AEGON ASSET MANAGEMENT UK PLC	0.18%	184.05K	20.88M	44.84K	+32.21%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.18%	184.51K	20.94M	-11.76K	-5.99%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	199.11K	22.59M	900	+0.45%
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.2%	204.7K	23.23M	-12.21K	-5.63%
Sep 30, 2025	SEI INVESTMENTS CO	0.24%	245.16K	27.82M	2.18K	+0.90%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.38%	395.33K	44.86M	-14.25K	-3.48%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.47%	487.84K	55.36M	-6.89K	-1.39%
Sep 30, 2025	WALLEYE CAPITAL LLC	0.65%	673.75K	76.45M	237.4K	+54.41%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.71%	736.03K	83.52M	-95.61K	-11.50%
Sep 30, 2025	INVESCO LTD.	1.32%	1.36M	154.69M	-5.18K	-0.38%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.27%	282.74K	32.08M	-175.45K	-38.29%
Sep 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.28%	290.78K	32.99M	-2.02K	-0.69%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.3%	308.51K	35.01M	-8.47K	-2.67%
Sep 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.3%	313.53K	35.58M	313.53K	+100.00%
Sep 30, 2025	PRANA CAPITAL MANAGEMENT, LP	0.32%	335.26K	38.04M	143.28K	+74.63%
Sep 30, 2025	CEREDEX VALUE ADVISORS LLC	0.48%	494.64K	56.13M	494.64K	+100.00%
Sep 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.49%	507.84K	57.62M	-157.89K	-23.72%
Sep 30, 2025	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	0.52%	541.2K	61.41M	135.65K	+33.45%
Sep 30, 2025	FIERA CAPITAL CORP	0.58%	604.63K	68.61M	-13.23K	-2.14%
Sep 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	0.59%	610.92K	69.32M	-70.21K	-10.31%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.6%	619.53K	70.3M	-28.13K	-4.34%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.63%	653.61K	74.16M	134.8K	+25.98%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.64%	663.26K	75.26M	-110.44K	-14.27%
Sep 30, 2025	CHANNING CAPITAL MANAGEMENT, LLC	0.74%	766.59K	86.98M	-118.85K	-13.42%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.82%	843.37K	95.7M	-354.48K	-29.59%
Sep 30, 2025	MARSHALL WACE, LLP	0.82%	851.47K	96.62M	-140.54K	-14.17%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.9%	933.23K	105.89M	-21.87K	-2.29%
Sep 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.91%	940.88K	106.76M	-91.82K	-8.89%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	1.2%	1.24M	141.17M	-25.75K	-2.03%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	1.97%	2.04M	231.5M	-14.73K	-0.72%
Sep 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	2.14%	2.21M	250.99M	-33.77K	-1.50%
Sep 30, 2025	STIFEL FINANCIAL CORP	2.26%	2.33M	264.75M	22.9K	+0.99%
Sep 30, 2025	BOSTON PARTNERS	2.29%	2.37M	269.13M	45.63K	+1.96%
Sep 30, 2025	EARNEST PARTNERS LLC	2.73%	2.83M	320.66M	-95.26K	-3.26%
Sep 30, 2025	STATE STREET CORP	3.05%	3.15M	357.21M	-9.81K	-0.31%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.34%	3.45M	391.67M	419.04K	+13.82%
Sep 30, 2025	VANGUARD GROUP INC	9.67%	10M	1.13B	-380.47K	-3.67%
Sep 30, 2025	BARCLAYS PLC	0.27%	278.91K	31.65M	1.82K	+0.66%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.27%	281.78K	31.97M	36.87K	+15.05%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.3%	315.09K	35.75M	178.66K	+130.94%
Sep 30, 2025	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.4%	415.25K	47.12M	-3.43K	-0.82%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.45%	463.56K	52.6M	-11K	-2.32%
Sep 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	1.03%	1.07M	121.27M	70.88K	+7.10%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.1%	1.13M	128.48M	33.17K	+3.02%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	1.39%	1.44M	163.15M	-560.18K	-28.04%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.77%	1.83M	207.42M	30.1K	+1.67%
Sep 30, 2025	FMR LLC	5.67%	5.86M	665.39M	-3.11M	-34.68%
Sep 30, 2025	ALGEBRIS (UK) LTD	0.24%	246.2K	27.91M	142.22K	+136.79%
Sep 30, 2025	NUVEEN, LLC	0.24%	248.19K	28.16M	-15.37K	-5.83%
Sep 30, 2025	JPMORGAN CHASE & CO	0.25%	258.6K	29.34M	14.92K	+6.12%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.63%	647.65K	67.21M	18.69K	+2.97%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.44%	458.19K	47.55M	80.77K	+21.40%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.28%	293.1K	30.42M	-261.43K	-47.14%
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.18%	184.09K	19.11M	-229.69K	-55.51%
Jun 30, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	0.17%	173.11K	17.97M	-26.54K	-13.30%
Jun 30, 2025	ACCESS INVESTMENT MANAGEMENT LLC	0.14%	142.47K	14.79M	142.47K	+100.00%
Jun 30, 2025	AEGON ASSET MANAGEMENT UK PLC	0.13%	139.2K	14.44M	-277.49K	-66.59%
Jun 30, 2025	AXIOM INVESTORS LLC /DE	0.11%	109.09K	11.32M	-31.63K	-22.47%
Jun 30, 2025	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.09%	91.76K	9.52M	162	+0.18%
Jun 30, 2025	CASTLEARK MANAGEMENT LLC	0.08%	84.41K	8.76M	9.04K	+11.99%
Jun 30, 2025	TRILLIUM ASSET MANAGEMENT, LLC	0.08%	78.74K	8.17M	-3.62K	-4.40%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.07%	73.24K	7.6M	-7.5K	-9.29%
Jun 30, 2025	SYMPHONY FINANCIAL, LTD. CO.	0.07%	73.1K	7.59M	73.1K	+100.00%
Jun 30, 2025	BOSTON PARTNERS	2.25%	2.33M	241.47M	2.24M	+2,726.96%
Jun 30, 2025	MORGAN STANLEY	1.48%	1.53M	158.67M	-480.23K	-23.90%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	1.23%	1.27M	131.79M	-120.69K	-8.68%
Jun 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	1%	1.03M	107.18M	-35.64K	-3.34%
Jun 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.97%	997.9K	103.56M	997.9K	+100.00%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.21%	216.91K	22.51M	216.91K	+100.00%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.2%	204.71K	21.24M	-3.26K	-1.57%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.2%	204K	21.17M	134K	+191.43%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.19%	197.21K	20.47M	61.26K	+45.06%
Jun 30, 2025	PRANA CAPITAL MANAGEMENT, LP	0.19%	191.99K	19.92M	62.96K	+48.80%
Jun 30, 2025	HEARTLAND ADVISORS INC	0.1%	106.74K	11.08M	-263	-0.25%
Jun 30, 2025	EULAV ASSET MANAGEMENT	0.1%	104.42K	10.84M	0	0
Jun 30, 2025	ALGEBRIS (UK) LTD	0.1%	103.98K	10.77M	42.14K	+68.15%
Jun 30, 2025		0.26%	263.56K	27.35M	-39.47K	-13.03%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.09%	96.93K	10.06M	8.54K	+9.66%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.09%	93.35K	9.83M	8.95K	+10.61%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.46%	474.56K	49.25M	70.33K	+17.40%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.4%	409.58K	42.51M	10.65K	+2.67%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.09%	90.82K	9.43M	-949	-1.03%
Jun 30, 2025	LOOMIS SAYLES & CO L P	0.16%	162.81K	16.9M	1.36K	+0.84%
Jun 30, 2025	PEREGRINE CAPITAL MANAGEMENT LLC	0.15%	157.22K	16.32M	2.57K	+1.66%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	154K	15.98M	41.24K	+36.58%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.13%	136.44K	14.16M	-179.32K	-56.79%
Jun 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.12%	127.41K	13.22M	189	+0.15%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.12%	121.07K	12.56M	-4.89K	-3.88%
Jun 30, 2025	ROYAL BANK OF CANADA	0.11%	112.93K	11.72M	8.02K	+7.65%
Jun 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0.11%	109.34K	11.35M	1.14K	+1.05%
Jun 30, 2025	AGF MANAGEMENT LTD	0.1%	108.18K	11.23M	-4.65K	-4.12%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	94.66K	9.82B	31	+0.03%
Jun 30, 2025	FMR LLC	8.69%	8.98M	931.69M	-513K	-5.41%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.13%	1.17M	121.58M	-212.36K	-15.35%
Jun 30, 2025	BARCLAYS PLC	0.27%	277.09K	28.76M	181.02K	+188.45%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	1.99%	2.05M	213.26M	-229.65K	-10.05%
Jun 30, 2025	MACQUARIE GROUP LTD	1.12%	1.16M	120.08M	-17.67K	-1.50%
Jun 30, 2025	NORTHERN TRUST CORP	1.07%	1.1M	114.67M	-31.32K	-2.76%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.06%	1.1M	114.07M	-88.62K	-7.46%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.92%	955.1K	99.12M	-30.67K	-3.11%
Jun 30, 2025	CHANNING CAPITAL MANAGEMENT, LLC	0.86%	885.44K	91.89M	61.34K	+7.44%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.8%	831.63K	86.31M	-58.4K	-6.56%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.75%	773.7K	80.29M	686.94K	+791.78%
Jun 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	0.66%	681.13K	70.69M	-622.52K	-47.75%
Jun 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.64%	665.73K	69.09M	-123.69K	-15.67%
Jun 30, 2025	FIERA CAPITAL CORP	0.6%	617.86K	64.12M	-8.05K	-1.29%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.5%	518.8K	53.84M	-367.9K	-41.49%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.48%	494.73K	51.34M	-7.25K	-1.44%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.43%	440.81K	45.75M	131.37K	+42.45%
Jun 30, 2025	VANGUARD GROUP INC	10.04%	10.38M	1.08B	-243.05K	-2.29%
Jun 30, 2025	BLACKROCK, INC.	9.09%	9.4M	975.36M	-17.77K	-0.19%
Jun 30, 2025	STATE STREET CORP	3.06%	3.16M	327.72M	-76.62K	-2.37%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.93%	3.03M	314.74M	554.48K	+22.37%
Jun 30, 2025	EARNEST PARTNERS LLC	2.83%	2.92M	303.16M	4.91K	+0.17%
Jun 30, 2025	STIFEL FINANCIAL CORP	2.24%	2.31M	239.76M	-85.92K	-3.59%
Jun 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	2.17%	2.25M	233.06M	-363.82K	-13.94%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	1.93%	2M	207.35M	1.34M	+204.40%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.74%	1.8M	186.58M	9.19K	+0.51%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.64%	1.69M	175.56M	175.52K	+11.58%
Jun 30, 2025	NORGES BANK	1.34%	1.38M	143.38M	1.38M	+100.00%
Jun 30, 2025	INVESCO LTD.	1.32%	1.37M	142.02M	156.88K	+12.95%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.16%	1.2M	124.31M	-12.77K	-1.05%
Jun 30, 2025	MARSHALL WACE, LLP	0.96%	992K	102.95M	-214.45K	-17.78%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.42%	436.35K	45.28M	161.98K	+59.04%
Jun 30, 2025	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.41%	418.68K	43.45M	5.18K	+1.25%
Jun 30, 2025	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	0.39%	405.55K	42.09M	405.55K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.31%	316.99K	32.9M	6.17K	+1.99%
Jun 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.28%	292.8K	30.39M	1.2K	+0.41%
Jun 30, 2025	RHUMBLINE ADVISERS	0.26%	266.76K	27.68M	-1.41K	-0.53%
Jun 30, 2025	NUVEEN, LLC	0.26%	263.56K	27.35M	-39.47K	-13.03%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.24%	244.91K	25.42M	-153.72K	-38.56%
Jun 30, 2025	JPMORGAN CHASE & CO	0.24%	243.68K	25.29M	-17.17K	-6.58%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.94%	985.77K	92.92M	-20.01K	-1.99%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.63%	656.38K	61.87M	-419.39K	-38.99%
Mar 31, 2025	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.39%	413.5K	38.98M	-1.82K	-0.44%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.3%	315.75K	29.76M	209.96K	+198.46%
Mar 31, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.28%	291.6K	27.49M	-98	-0.03%
Mar 31, 2025	SEI INVESTMENTS CO	0.27%	284.04K	26.77M	60.93K	+27.31%
Mar 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.75%	789.42K	74.41M	-203.16K	-20.47%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.85%	890.03K	83.89M	-37.81K	-4.07%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.13%	1.19M	111.96M	157.41K	+15.28%
Mar 31, 2025	MARSHALL WACE, LLP	1.15%	1.21M	113.72M	1.06M	+717.48%
Mar 31, 2025	FMR LLC	9.06%	9.49M	894.58M	861.69K	+9.99%
Mar 31, 2025	WALLEYE CAPITAL LLC	0.26%	274.37K	25.86M	35.42K	+14.82%
Mar 31, 2025	RHUMBLINE ADVISERS	0.26%	268.17K	25.28M	-828	-0.31%
Mar 31, 2025	JPMORGAN CHASE & CO	0.25%	260.85K	24.59M	-38.41K	-12.84%
Mar 31, 2025	CITADEL ADVISORS LLC	0.28%	294.36K	27.75M	212.38K	+259.08%
Mar 31, 2025		0.29%	303.04K	28.56M	303.04K	+100.00%
Mar 31, 2025	VANGUARD GROUP INC	10.14%	10.62M	1B	217.42K	+2.09%
Mar 31, 2025	STIFEL FINANCIAL CORP	2.29%	2.4M	225.87M	239.26K	+11.09%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	2.18%	2.28M	215.35M	-366.97K	-13.84%
Mar 31, 2025	MORGAN STANLEY	1.92%	2.01M	189.38M	-555.05K	-21.65%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.38%	398.63K	37.58M	335.26K	+529.00%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.38%	398.93K	37.6M	21.2K	+5.61%
Mar 31, 2025	FIERA CAPITAL CORP	0.6%	625.9K	59M	-17.55K	-2.73%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.6%	628.96K	59.29M	-42.61K	-6.34%
Mar 31, 2025	CHANNING CAPITAL MANAGEMENT, LLC	0.79%	824.1K	77.68M	-226K	-21.52%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.85%	886.71K	83.58M	-79.12K	-8.19%
Mar 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	1.02%	1.07M	100.7M	-16.83K	-1.55%
Mar 31, 2025	NORTHERN TRUST CORP	1.08%	1.14M	107.1M	7.23K	+0.64%
Mar 31, 2025	MACQUARIE GROUP LTD	1.12%	1.17M	110.73M	-124.63K	-9.59%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.16%	1.21M	114.11M	-23.7K	-1.92%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.24%	1.3M	122.88M	1.86K	+0.14%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.32%	1.38M	126.93M	1.05M	+314.11%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	1.33%	1.39M	131.07M	-150.04K	-9.74%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.71%	1.79M	168.62M	88.07K	+5.18%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.37%	2.48M	233.6M	-110.7K	-4.28%
Mar 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	2.49%	2.61M	245.98M	-865.16K	-24.90%
Mar 31, 2025	EARNEST PARTNERS LLC	2.78%	2.92M	274.89M	-32.17K	-1.09%
Mar 31, 2025	STATE STREET CORP	3.09%	3.23M	304.88M	22.75K	+0.71%
Mar 31, 2025	BLACKROCK, INC.	8.99%	9.42M	887.56M	-41.81K	-0.44%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.3%	309.44K	29.17M	-6.21K	-1.97%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.3%	310.82K	29.3M	-4.49K	-1.42%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.36%	377.42K	35.58M	346.49K	+1,120.42%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.39%	404.23K	38.1M	-5.48K	-1.34%
Mar 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.4%	413.78K	39M	-503.49K	-54.89%
Mar 31, 2025	AEGON ASSET MANAGEMENT UK PLC	0.4%	416.69K	39.24M	147.26K	+54.66%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.48%	501.98K	47.32M	-12.31K	-2.39%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.53%	554.53K	52.27M	-234.82K	-29.75%
Mar 31, 2025	INVESCO LTD.	1.16%	1.21M	114.2M	4.12K	+0.34%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.45%	1.52M	142.89M	-130.35K	-7.92%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.29%	307.53K	28.99M	283.73K	+1,192.51%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	1.7%	1.77M	138.51M	114.31K	+6.90%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.2%	204.84K	16.01M	-15.79K	-7.16%
Mar 31, 2024	INVESCO LTD.	1.18%	1.26M	98.69M	262.59K	+26.26%
Mar 31, 2024	GW&K INVESTMENT MANAGEMENT, LLC	1.25%	1.3M	101.71M	-27.84K	-2.09%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	1.33%	1.39M	108.28M	-19.51K	-1.39%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.13%	134.98K	10.55M	-2.77K	-2.01%
Mar 31, 2024	ACCESS INVESTMENT MANAGEMENT LLC	0.13%	142.3K	11.12M	0	0
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.13%	143.17K	11.19M	143.17K	+100.00%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.14%	145.51K	11.37M	28.29K	+24.13%
Mar 31, 2024	ASSENAGON ASSET MANAGEMENT S.A.	0.14%	147.59K	11.54M	108.15K	+274.21%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	147.8K	11.55M	147.8K	+100.00%
Mar 31, 2024	CREDIT SUISSE AG/	0.14%	149.45K	11.68M	-485	-0.32%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.14%	149.52K	11.69M	-120.29K	-44.58%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.15%	154.98K	12.11M	-370.05K	-70.48%
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.15%	157.96K	12.35M	-7.3K	-4.42%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.17%	177.56K	13.88M	37.2K	+26.50%
Mar 31, 2024	POPLAR FOREST CAPITAL LLC	0.17%	184.63K	14.43M	85.93K	+87.07%
Mar 31, 2024	LOOMIS SAYLES & CO L P	0.17%	185.4K	14.49M	-87	-0.05%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.17%	186.29K	14.56M	1.19K	+0.64%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.18%	194.93K	15.24M	-7.47K	-3.69%
Mar 31, 2024	AXIOM INVESTORS LLC /DE	0.18%	196.31K	15.35M	89.58K	+83.94%
Mar 31, 2024	MORGAN STANLEY	2.4%	2.56M	199.8M	788	+0.03%
Mar 31, 2024	BLACKROCK INC.	8.43%	8.99M	702.96M	-17.98K	-0.20%
Mar 31, 2024	VANGUARD GROUP INC	9.81%	10.46M	817.79M	391.38K	+3.89%
Mar 31, 2024	SWISS NATIONAL BANK	0.19%	201.31K	15.74M	-5.4K	-2.61%
Mar 31, 2024	PEREGRINE CAPITAL MANAGEMENT LLC	0.19%	200.18K	15.65M	64	+0.03%
Mar 31, 2024	JPMORGAN CHASE & CO	0.19%	206.16K	16.12M	-622	-0.30%
Mar 31, 2024	SEI INVESTMENTS CO	0.2%	210.18K	16.43M	-10.17K	-4.62%
Mar 31, 2024	NORTH REEF CAPITAL MANAGEMENT LP	0.26%	271.4K	21.22M	-14.11K	-4.94%
Mar 31, 2024	RHUMBLINE ADVISERS	0.27%	283.27K	22.14M	-42.53K	-13.05%
Mar 31, 2024	RETIREMENT SYSTEMS OF ALABAMA	0.3%	309.79K	24.22M	11.66K	+3.91%
Mar 31, 2024	DIAMOND HILL CAPITAL MANAGEMENT INC	0.37%	385.76K	30.15M	584	+0.15%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.43%	454.97K	35.56M	-24.75K	-5.16%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.44%	474.31K	37.07M	-34.55K	-6.79%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.47%	505.6K	39.52M	15.31K	+3.12%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.5%	517.38K	40.44M	-31.52K	-5.74%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.57%	609.44K	47.64M	-296.78K	-32.75%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.67%	702.58K	54.92M	702.58K	+100.00%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	0.67%	702.66K	54.93M	-32.14K	-4.37%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.69%	739.25K	57.79M	48.32K	+6.99%
Mar 31, 2024	MARSHALL WACE, LLP	0.71%	736.32K	57.56M	736.32K	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0.86%	922.28K	72.09M	-101.85K	-9.95%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.97%	1.03M	80.48M	131.78K	+14.68%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.11%	1.18M	92.37M	-46.66K	-3.80%
Mar 31, 2024	CHANNING CAPITAL MANAGEMENT, LLC	1.12%	1.17M	91.47M	41.2K	+3.65%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.16%	1.24M	96.75M	29.58K	+2.45%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	1.23%	1.32M	102.86M	-1.31M	-49.87%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	1.25%	1.33M	104.14M	151.05K	+12.79%
Mar 31, 2024	SILVERCREST ASSET MANAGEMENT GROUP LLC	1.33%	1.39M	108.79M	-142.56K	-9.29%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.53%	1.63M	127.28M	60.94K	+3.89%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	2.16%	2.31M	180.34M	35.29K	+1.55%
Mar 31, 2024	EARNEST PARTNERS LLC	2.81%	2.93M	229.2M	191.9K	+7.00%
Mar 31, 2024	FMR LLC	2.86%	3.05M	238.17M	447.56K	+17.22%
Mar 31, 2024	STATE STREET CORP	2.91%	3.11M	242.98M	83.48K	+2.76%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	5.84%	6.09M	476.37M	-704	-0.01%
Mar 31, 2024	GLENMEDE TRUST CO NA	0.22%	231.3K	18.08M	15.52K	+7.19%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.23%	237.37K	18.55M	-31.52K	-11.72%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.31%	330.27K	25.82M	19.01K	+6.11%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.32%	344.92K	26.96M	-42.83K	-11.04%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.35%	369.83K	28.76M	-85.45K	-18.77%
Mar 31, 2024	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.38%	400.49K	31.31M	392	+0.10%
Mar 31, 2024	FIERA CAPITAL CORP	0.64%	670.53K	52.42M	209.32K	+45.38%
Mar 31, 2024	LSV ASSET MANAGEMENT	1.73%	1.8M	140.65M	56.57K	+3.25%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.88%	2M	156.39M	-78.76K	-3.79%
Mar 31, 2024	MACQUARIE GROUP LTD	1.91%	2.04M	159.57M	-63.1K	-3.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	2.12%	2.26M	176.82M	-20.62K	-0.90%
Dec 31, 2023	NORTHERN TRUST CORP	0.92%	1.02M	70.82M	-12.86K	-1.24%
Dec 31, 2023	INVESCO LTD.	0.9%	999.89K	69.14M	21.41K	+2.19%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.81%	906.22K	62.67M	-178.73K	-16.47%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.81%	897.72K	62.08M	-8.73K	-0.96%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	0.66%	734.8K	50.81M	-28.76K	-3.77%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.62%	690.93K	47.78M	20.43K	+3.05%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.59%	655.9K	45.36M	125	+0.02%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.49%	548.9K	37.96M	-37.33K	-6.37%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.47%	525.03K	36.31M	58.01K	+12.42%
Dec 31, 2023	EARNEST PARTNERS LLC	2.46%	2.74M	189.48M	-62.11K	-2.22%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.46%	508.87K	35.19M	8.24K	+1.65%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.44%	490.3K	33.9M	-2.15K	-0.44%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.43%	479.72K	33.17M	479.72K	+100.00%
Dec 31, 2023	FIERA CAPITAL CORP	0.41%	461.21K	31.89M	-3.62K	-0.78%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.41%	455.28K	31.48M	-134.54K	-22.81%
Dec 31, 2023	DIAMOND HILL CAPITAL MANAGEMENT INC	0.35%	385.18K	26.63M	-9.92K	-2.51%
Dec 31, 2023	RHUMBLINE ADVISERS	0.29%	325.8K	22.53M	-17.73K	-5.16%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.28%	311.26K	21.52M	-7.45K	-2.34%
Dec 31, 2023	RETIREMENT SYSTEMS OF ALABAMA	0.27%	298.13K	20.62M	13.73K	+4.83%
Dec 31, 2023	NORTH REEF CAPITAL MANAGEMENT LP	0.26%	285.51K	19.74M	45.51K	+18.96%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.24%	269.81K	18.66M	48.99K	+22.18%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.24%	268.89K	18.59M	25.95K	+10.68%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.2%	220.63K	15.26M	-9.08K	-3.95%
Dec 31, 2023	BLACKROCK INC.	8.09%	9.01M	623.09M	-214.62K	-2.33%
Dec 31, 2023	VANGUARD GROUP INC	9.05%	10.07M	696.36M	-242.15K	-2.35%
Dec 31, 2023	JPMORGAN CHASE & CO	0.19%	206.78K	14.3M	-72.16K	-25.87%
Dec 31, 2023	GLENMEDE TRUST CO NA	0.19%	215.78K	14.92M	-6.07K	-2.74%
Dec 31, 2023	STATE STREET CORP	2.72%	3.02M	209.17M	-3.59K	-0.12%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	5.47%	6.09M	421.45M	805	+0.01%
Dec 31, 2023	SEI INVESTMENTS CO	0.2%	220.36K	15.24M	-1.49K	-0.67%
Dec 31, 2023	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.36%	400.09K	27.67M	-3.62K	-0.90%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.35%	387.75K	26.81M	-115.36K	-22.93%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	2.36%	2.63M	181.52M	1.01M	+62.37%
Dec 31, 2023	FMR LLC	2.33%	2.6M	179.74M	378.49K	+17.04%
Dec 31, 2023	MORGAN STANLEY	2.3%	2.56M	176.69M	-480.09K	-15.82%
Dec 31, 2023	STIFEL FINANCIAL CORP	2.05%	2.28M	157.84M	-75.28K	-3.19%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	2.04%	2.27M	157.09M	-339.84K	-13.01%
Dec 31, 2023	MACQUARIE GROUP LTD	1.89%	2.1M	145.53M	-103.8K	-4.70%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.87%	2.08M	143.79M	-35.39K	-1.67%
Dec 31, 2023	LSV ASSET MANAGEMENT	1.57%	1.74M	120.51M	-182.1K	-9.46%
Dec 31, 2023	FULLER & THALER ASSET MANAGEMENT, INC.	1.49%	1.66M	114.63M	1.15K	+0.07%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.41%	1.57M	108.38M	8.82K	+0.57%
Dec 31, 2023	SILVERCREST ASSET MANAGEMENT GROUP LLC	1.38%	1.53M	106.1M	-29.51K	-1.89%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	1.26%	1.4M	97.14M	-233.74K	-14.27%
Dec 31, 2023	GW&K INVESTMENT MANAGEMENT, LLC	1.19%	1.33M	91.9M	-70.12K	-5.01%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.1%	1.23M	84.94M	23.88K	+1.98%
Dec 31, 2023	NORGES BANK	1.1%	1.22M	84.37M	1.22M	+100.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.09%	1.21M	83.54M	6.65K	+0.55%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	1.06%	1.18M	81.68M	-2.51K	-0.21%
Dec 31, 2023	CHANNING CAPITAL MANAGEMENT, LLC	1.01%	1.13M	78.07M	136.78K	+13.79%

Insiders

Among the SF insiders holding of 2.93% of the stake in company, KRUSZEWSKI RONALD J, Chief Executive Officer, holds the largest shares of 1.38M. SLINEY DAVID D, Chief Operating Officer, is the second largest SF insider with ownership of 159.62K shares. MULROY THOMAS P, Director, stands third with possession of 109.95K shares of that stake.

Insiders	Designation	Shares Held
KRUSZEWSKI RONALD J	Chief Executive Officer	1.38M
SLINEY DAVID D	Chief Operating Officer	159.62K
MULROY THOMAS P	Director	109.95K
PLOTKIN BEN A	Vice Chairman and SVP	97.73K
HIMELFARB RICHARD J	Senior Vice President	95.18K
MICHAUD THOMAS B.	Senior Vice President	90.06K
ZIMMERMAN MICHAEL J	director	45.83K
NESI VICTOR	Co-President	44.23K
HANSER FREDERICK O	Director of a Subsidiary	40.91K
FISHER MARK P	SENIOR VP & GENERAL COUNSEL	40.18K
BRAUTIGAM ALLEN	Director, Branch Offices	31.17K
DUBINSKY JOHN P	director	16.28K
WEISEL THOMAS W	director	13.18K
PEACOCK DAVID A	director	8.23K
ZEMLYAK JAMES M	President	7.07K
WESTBROOK KELVIN R	director	6.68K
OATES JAMES M	director	5K
RUBULOTTA DAVID	Co-Head Fixed Inc Cap Mkts	992
REICHERT CHRISTOPHER K	CEO of Stifel Bank & Trust	0
GRADY ROBERT EDWARD	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 02, 2026	RUBULOTTA DAVID	SALE	124.31	400	49.72K	992
Jan 29, 2026	ZEMLYAK JAMES M	SALE	123.90	9	1.12K	7.07K
Aug 13, 2025	ZEMLYAK JAMES M	PURCHASE	116.00	2	232	7.04K
Aug 12, 2025	ZEMLYAK JAMES M	PURCHASE	114.16	2	228.32	7.04K
Aug 11, 2025	ZEMLYAK JAMES M	PURCHASE	111.76	1	111.76	7.03K
Aug 07, 2025	ZEMLYAK JAMES M	PURCHASE	110.17	4	440.68	7.03K
Jun 06, 2025	ZIMMERMAN MICHAEL J	SALE	97.00	5K	485K	45.83K
May 13, 2025	PEACOCK DAVID A	SALE	99.83	12.92K	1.29M	8.23K
Nov 22, 2024	WEISEL THOMAS W	SALE	115.01	13K	1.5M	13.18K
Nov 18, 2024	NESI VICTOR	SALE	113.82	10.5K	1.2M	44.23K
Nov 12, 2024	SLINEY DAVID D	SALE	116.18	25K	2.9M	159.62K
May 02, 2024	PEACOCK DAVID A	SALE	79.90	13K	1.04M	18.65K
Mar 15, 2024	SLINEY DAVID D	SALE	74.01	3.8K	280.87K	184.62K
Mar 13, 2024	SLINEY DAVID D	SALE	74.83	17K	1.27M	189.71K
Mar 11, 2024	MICHAUD THOMAS B.	SALE	74.26	25.42K	1.89M	90.06K
Feb 21, 2024	NESI VICTOR	SALE	75.37	36K	2.71M	54.73K
Dec 13, 2023	FISHER MARK P	SALE	64.75	8.1K	524.43K	40.18K
Aug 18, 2023	REICHERT CHRISTOPHER K	SALE	62.38	9.62K	600.28K	0
May 18, 2023	MICHAUD THOMAS B.	SALE	58.85	24.04K	1.41M	100.24K
May 17, 2023	MICHAUD THOMAS B.	SALE	58.79	20K	1.18M	124.28K
May 16, 2023	MICHAUD THOMAS B.	SALE	57.75	15K	866.25K	144.28K
Mar 24, 2023	ZEMLYAK JAMES M	PURCHASE	56.05	20K	1.12M	1.25M
Mar 14, 2023	KRUSZEWSKI RONALD J	PURCHASE	57.00	7.5K	427.5K	1.38M
Mar 13, 2023	KRUSZEWSKI RONALD J	PURCHASE	55.00	2.5K	137.5K	1.38M
Mar 10, 2023	KRUSZEWSKI RONALD J	PURCHASE	59.00	10K	590K	1.37M
Apr 29, 2022	KRUSZEWSKI RONALD J	PURCHASE	61.94	10K	619.35K	1.31M
Mar 01, 2022	NESI VICTOR	SALE	71.74	10K	717.4K	211.03K
Dec 01, 2021	NESI VICTOR	SALE	73.19	10K	731.9K	212.14K
Sep 01, 2021	NESI VICTOR	SALE	68.53	10K	685.3K	222.14K
Jun 02, 2021	OATES JAMES M	SALE	68.64	20K	1.37M	5K
Jun 01, 2021	NESI VICTOR	SALE	69.94	10K	699.4K	228.07K
Mar 18, 2021	WEISEL THOMAS W	SALE	68.20	5.41K	369.17K	40.43K
Mar 12, 2021	WEISEL THOMAS W	SALE	67.11	8.33K	558.96K	45.84K
Mar 12, 2021	MICHAUD THOMAS B.	SALE	66.80	43.72K	2.92M	120.81K
Mar 08, 2021	NESI VICTOR	SALE	64.42	11.25K	724.66K	212K
Feb 26, 2021	REICHERT CHRISTOPHER K	SALE	62.00	3.07K	190.34K	9.62K
Feb 26, 2021	FISHER MARK P	SALE	61.40	10K	614K	34.79K
Feb 22, 2021	OATES JAMES M	SALE	60.63	10K	606.3K	2.84K
Feb 22, 2021	SLINEY DAVID D	SALE	60.96	20K	1.22M	154.55K
Feb 18, 2021	ZEMLYAK JAMES M	SALE	58.00	3K	174K	1.16M
Feb 17, 2021	ZEMLYAK JAMES M	SALE	58.21	35.74K	2.08M	1.16M
Feb 17, 2021	KRUSZEWSKI RONALD J	SALE	58.21	35.74K	2.08M	1.22M
Feb 16, 2021	KRUSZEWSKI RONALD J	SALE	58.66	64.26K	3.77M	1.25M
Feb 16, 2021	ZEMLYAK JAMES M	SALE	58.66	64.26K	3.77M	1.2M
Dec 07, 2020	NESI VICTOR	SALE	74.02	7.5K	555.15K	131.67K
Nov 20, 2020	NESI VICTOR	SALE	67.50	1K	67.5K	12.38K
Nov 09, 2020	OATES JAMES M	SALE	68.14	9K	613.26K	4.46K
Sep 10, 2020	GRADY ROBERT EDWARD	SALE	52.17	1.34K	69.65K	0
Sep 09, 2020	GRADY ROBERT EDWARD	SALE	50.76	2K	101.52K	3.78K
Jun 03, 2020	DUBINSKY JOHN P	SALE	51.55	2.4K	123.72K	16.28K
May 26, 2020	DUBINSKY JOHN P	SALE	48.04	3K	144.12K	18.68K
May 21, 2020	DUBINSKY JOHN P	SALE	46.19	4K	184.76K	21.68K
May 08, 2020	DUBINSKY JOHN P	SALE	44.55	12.78K	569.13K	16.28K
Mar 25, 2020	PEACOCK DAVID A	PURCHASE	40.99	1K	40.99K	14.42K
Mar 23, 2020	PEACOCK DAVID A	PURCHASE	32.47	1K	32.47K	13.42K
Mar 19, 2020	KRUSZEWSKI RONALD J	PURCHASE	31.85	10K	318.5K	865K
Mar 09, 2020	GRADY ROBERT EDWARD	SALE	43.39	5K	216.95K	6.38K
Feb 03, 2020	WEISEL THOMAS W	SALE	66.09	5.79K	382.79K	41.74K
Jan 31, 2020	WEISEL THOMAS W	SALE	65.75	11.79K	775.26K	47.53K
Jan 17, 2020	HIMELFARB RICHARD J	SALE	65.07	10K	650.7K	95.18K
Jan 17, 2020	NESI VICTOR	SALE	65.06	3.75K	243.98K	173.47K
Dec 26, 2019	ZEMLYAK JAMES M	SALE	61.65	3.3K	203.63K	2.54K
Dec 20, 2019	OATES JAMES M	SALE	61.99	10K	619.94K	9.44K
Dec 16, 2019	NESI VICTOR	SALE	62.22	1.88K	116.65K	176.16K
Dec 11, 2019	GRADY ROBERT EDWARD	SALE	61.35	4K	245.4K	7.31K
Nov 07, 2019	HIMELFARB RICHARD J	SALE	60.75	10K	607.5K	103.77K
Nov 05, 2019	NESI VICTOR	SALE	60.00	1.74K	104.34K	178.04K
Nov 04, 2019	NESI VICTOR	SALE	60.00	136	8.16K	179.77K
Nov 04, 2019	BRAUTIGAM ALLEN	SALE	59.63	1K	59.63K	31.17K
Sep 13, 2019	FISHER MARK P	SALE	59.33	10K	593.29K	24.91K
Sep 10, 2019	DUBINSKY JOHN P	SALE	56.79	2.15K	122.1K	25.31K
Sep 09, 2019	PLOTKIN BEN A	SALE	55.73	9.01K	502.24K	97.73K
Sep 05, 2019	DUBINSKY JOHN P	SALE	54.71	1.5K	82.07K	27.46K
Aug 30, 2019	GRADY ROBERT EDWARD	SALE	53.45	2.5K	133.63K	11.31K
Jul 10, 2019	NESI VICTOR	SALE	60.12	1.42K	85.07K	179.91K
Jul 01, 2019	NESI VICTOR	SALE	60.00	3.59K	215.1K	181.33K
Jun 19, 2019	DUBINSKY JOHN P	SALE	57.25	2K	114.5K	28.96K
May 15, 2019	NESI VICTOR	SALE	56.04	1.25K	70.05K	184.91K
May 09, 2019	OATES JAMES M	SALE	58.61	20K	1.17M	17.4K
Feb 21, 2019	NESI VICTOR	SALE	55.03	2.5K	137.58K	186.16K
Feb 12, 2019	PEACOCK DAVID A	PURCHASE	53.14	2K	106.28K	10.52K
Nov 07, 2018	PEACOCK DAVID A	PURCHASE	48.55	1.8K	87.39K	8.32K
Nov 07, 2018	ZIMMERMAN MICHAEL J	PURCHASE	48.39	5K	241.95K	10.69K
Nov 01, 2018	ZEMLYAK JAMES M	PURCHASE	46.99	3.57K	167.52K	835.49K
Sep 17, 2018	HANSER FREDERICK O	SALE	54.42	10K	544.2K	40.91K
Aug 16, 2018	NESI VICTOR	SALE	55.02	1.25K	68.77K	186.78K
May 08, 2018	GRADY ROBERT EDWARD	SALE	60.15	5K	300.75K	5.83K
Mar 05, 2018	PLOTKIN BEN A	SALE	63.30	9.01K	570.46K	101.73K
Nov 28, 2017	PLOTKIN BEN A	SALE	53.70	20K	1.07M	96.23K
Nov 17, 2017	FISHER MARK P	SALE	52.30	5K	261.5K	21.37K
Nov 15, 2017	HANSER FREDERICK O	SALE	51.96	3K	155.88K	30.26K
Nov 10, 2017	MICHAUD THOMAS B.	SALE	52.40	24.54K	1.29M	60.59K
Nov 10, 2017	NESI VICTOR	SALE	52.44	24.89K	1.31M	89.6K
Nov 10, 2017	HIMELFARB RICHARD J	SALE	52.41	30K	1.57M	104.17K
Nov 10, 2017	OATES JAMES M	SALE	52.27	1.77K	92.41K	28.64K
Aug 18, 2017	WESTBROOK KELVIN R	SALE	48.08	5.2K	250.02K	6.68K
Aug 04, 2017	HANSER FREDERICK O	SALE	50.00	4K	200.02K	33.26K
Aug 02, 2017	PEACOCK DAVID A	PURCHASE	50.03	4.5K	225.15K	4.62K
Aug 02, 2017	NESI VICTOR	SALE	50.61	10K	506.1K	114.49K
Aug 01, 2017	NESI VICTOR	SALE	51.02	15K	765.3K	124.49K
Feb 15, 2017	PLOTKIN BEN A	SALE	55.40	7.08K	392.4K	116.23K
Feb 09, 2017	MULROY THOMAS P	SALE	53.47	30K	1.6M	109.95K
Feb 09, 2017	HIMELFARB RICHARD J	SALE	53.38	35K	1.87M	134.17K
Nov 21, 2013	DUBINSKY JOHN P	SALE	45.15	4K	180.6K	22.19K
Aug 28, 2013	BRAUTIGAM ALLEN	SALE	39.93	3K	119.78K	8.25K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES4092

NET SHARES-4092

SHARES HELD8.06K2

% NET SHARES-105.07%0%

Frequently Asked Questions