How many institutions own SM 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 SM shares is 497, representing 104.45% of the company's common stock.

Who are the major shareholders selling SM Energy Company stock?

WESTWOOD HOLDINGS GROUP INC, in the last quarter, reduced its stake in SM by -2.52% restricting it's holding to 3.64 million shares of worth nearly $90.83M. ARROWSTREET CAPITAL, LIMITED PARTNERSHIP also lessened -28.61% of the SM shares from its portfolio, reducing its holding to 772.77 thousand shares of worth $19.30M. PEREGRINE CAPITAL MANAGEMENT LLC also shunned SM shares holding by -0.3% last quarter which brought its holding to 163.03 thousand shares worth $4.07M.

Investors who are buying SM stock?

As per its latest 13F filing, TRIBUTARY CAPITAL MANAGEMENT, LLC increased its stake in SM by 136.85% in the last quarter. The institutional holder raised its holding to 1.19 million shares having worth more than $29.61M. AMERICAN CENTURY COMPANIES INC also added 8.93% more shares of SM to its portfolio, raising its holding to 4.59 million shares of worth $114.50M. STATE STREET CORP also increased its SM shares holding by 7.21% which brought its holding to 6.15 million shares worth $153.57M.

SM's major insiders: who are they?

The insider with the most stakes in SM is Vogel Herbert S , President & CEO at the company. Additionally, SM stock is highly held by EVP & General Counsel Copeland David W and President & CEO Ottoson Javan D among others.

Did an insider recently sell SM stock?

Company executives, directors, and other insiders own 1.62% percent of SM Energy Company's stock. Within the last six months, there have been 0 transaction(s) in which SM insiders have sold stock, totaling 0 shares. Insiders that have sold shares include JENKINS RICHARD A., LYTLE PATRICK A, and ROBESON ROSE M.

Which insider recently purchased SM stock?

There have been 0 transaction(s) during the past 6-months in which SM Energy Company insiders have bought stock, totalling 0 shares

How much of SM does insiders own?

Around 0 SM Energy Company shares are held by insiders, which represents about 1.62% of SM stock.

Who is the insider with the largest stake?

SM President & CEO, Vogel Herbert S holds the largest portfolio of the company's shares. SM shares owned by Vogel total nearly 488.1 thousand.

Which institution holds the most shares in SM?

TRIBUTARY CAPITAL MANAGEMENT, LLC is the largest institutional owner in SM which holds 1.19 million shares worth $29.61M or 1.04% of the total SM shares outstanding followed by WESTWOOD HOLDINGS GROUP INC with ownership of 3.64 million shares representing 3.18% of the SM ownership. AMERICAN CENTURY COMPANIES INC is the third largest stakeholder with 4.59 million shares or 4% of the ownership worth more than $114.50M.

Is SM Energy Company 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 SM is concerned, it is a stock which is optionable.

Is there a short position on SM's shares?

Number of SM shares short is 10.76M. 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 SM shares are there?

As of today, 114.95M shares of SM are outstanding.

Is there many float in SM 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, SM has 112.99M shares in float.

SM 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 SM is 5.29.

SM Energy (SM) 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 Shares9.36

Short Percent Of Float13.29

Shares Outstanding114.95M

Shares Float112.99M

Shares Short10.76M

Short Ratio5.29

13.29%

Short % of Float

9.36%

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

1.62% Percentage of Shares held by All Insiders

104.45% Percentage of Shares held by All Institutions

106.16% Percentage of Float held by Institutions

497

Number of Institutions Holding Shares

Institutional Ownership

About 104.45% of SM shares are held by financial institutions. TRIBUTARY CAPITAL MANAGEMENT, LLC is the top corporate investor, holding 1.19M shares valued at $29.61M. A 1.04% stake in SM Energy Company is owned by the company. WESTWOOD HOLDINGS GROUP INC owns 3.64M shares valued at $90.83M, which translates its holding of 3.18% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	1.04%	1.19M	29.61M	685.12K	+136.85%
Sep 30, 2025	WESTWOOD HOLDINGS GROUP INC	3.18%	3.64M	90.83M	-94K	-2.52%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	4%	4.59M	114.5M	375.75K	+8.93%
Sep 30, 2025	STATE STREET CORP	5.37%	6.15M	153.57M	413.63K	+7.21%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.67%	772.77K	19.3M	-309.64K	-28.61%
Sep 30, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	0.7%	796.95K	19.9M	31.12K	+4.06%
Sep 30, 2025	PEREGRINE CAPITAL MANAGEMENT LLC	0.14%	163.03K	4.07M	-489	-0.30%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.15%	167.1K	4.17M	63.1K	+60.67%
Sep 30, 2025	HITE HEDGE ASSET MANAGEMENT LLC	0.15%	167.52K	4.18M	-100.5K	-37.50%
Sep 30, 2025	CAPITAL FUND MANAGEMENT S.A.	0.19%	219.83K	5.49M	-64.78K	-22.76%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	221.8K	5.54M	3.2K	+1.46%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.2%	226.09K	5.65M	-76.71K	-25.33%
Sep 30, 2025	DENALI ADVISORS LLC	0.21%	245.57K	6.13M	-16.33K	-6.24%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.22%	254.77K	6.36M	146.44K	+135.19%
Sep 30, 2025	BARCLAYS PLC	0.25%	284.62K	7.11M	20.26K	+7.66%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.26%	295.57K	7.38M	1.03K	+0.35%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.27%	314.27K	7.85M	-15.18K	-4.61%
Sep 30, 2025	PEKIN HARDY STRAUSS, INC.	0.28%	319.4K	7.98M	14.4K	+4.72%
Sep 30, 2025	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.29%	335.81K	8.39M	-40.2K	-10.69%
Sep 30, 2025	ROYCE & ASSOCIATES LP	0.31%	356.61K	8.9M	65.73K	+22.60%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.42%	486.18K	12.14M	486.18K	+100.00%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.77%	881.22K	22M	64.15K	+7.85%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.91%	1.04M	26.07M	-37.86K	-3.50%
Sep 30, 2025	PALISADE CAPITAL MANAGEMENT, LP	1.01%	1.16M	28.96M	-22.05K	-1.87%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.18%	1.35M	33.82M	65.48K	+5.08%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.2%	1.37M	34.19M	632.09K	+85.74%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.53%	1.76M	43.86M	612.44K	+53.53%
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	1.57%	1.8M	44.89M	1.8M	+100.00%
Sep 30, 2025	INVESCO LTD.	2.03%	2.32M	58.01M	33.75K	+1.47%
Sep 30, 2025	JANE STREET GROUP, LLC	0.57%	654.75K	16.35M	-109.11K	-14.28%
Sep 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.41%	470.03K	11.74M	2.92K	+0.62%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.48%	555.02K	13.86M	-12.5K	-2.20%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.5%	574.11K	14.34M	237.54K	+70.58%
Sep 30, 2025	ABRDN PLC	0.51%	582.65K	14.61M	23.36K	+4.18%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.42%	480.92K	12.01M	-47.27K	-8.95%
Sep 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.42%	482.15K	12.04M	133.12K	+38.14%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.45%	514.96K	12.86M	-3.2K	-0.62%
Sep 30, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.46%	530.03K	13.23M	-93.59K	-15.01%
Sep 30, 2025	UBS GROUP AG	0.47%	541.62K	13.52M	221.41K	+69.14%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.37%	419.26K	10.47M	336.11K	+404.23%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.39%	444.3K	11.09M	-12.8K	-2.80%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.39%	448.44K	11.2M	10.9K	+2.49%
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.43%	487.74K	12.18M	-26.78K	-5.21%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.47%	542.19K	13.54M	8.75K	+1.64%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.52%	592.94K	14.81M	29.63K	+5.26%
Sep 30, 2025	SEI INVESTMENTS CO	0.52%	593.86K	14.83M	46.92K	+8.58%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.53%	606.82K	15.15M	22.61K	+3.87%
Sep 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.54%	616.87K	15.4M	309.45K	+100.66%
Sep 30, 2025	NUVEEN, LLC	0.74%	851.71K	21.27M	-31.48K	-3.56%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.78%	896.33K	22.38M	35.03K	+4.07%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.81%	929.46K	23.21M	-158.77K	-14.59%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.83%	949.4K	23.71M	-362.02K	-27.61%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.9%	1.03M	25.63M	7.49K	+0.73%
Sep 30, 2025	NORTHERN TRUST CORP	1.14%	1.3M	32.57M	-10.82K	-0.82%
Sep 30, 2025	MORGAN STANLEY	1.14%	1.31M	32.63M	-238.16K	-15.41%
Sep 30, 2025	RIVER ROAD ASSET MANAGEMENT, LLC	1.5%	1.72M	42.99M	-16.39K	-0.94%
Sep 30, 2025	WOODLINE PARTNERS LP	2.12%	2.43M	60.67M	1.62M	+198.95%
Sep 30, 2025	JPMORGAN CHASE & CO	2.99%	3.43M	85.57M	52.83K	+1.57%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	5.17%	5.92M	147.88M	30.95K	+0.53%
Sep 30, 2025	VANGUARD GROUP INC	12.1%	13.86M	346.01M	-986.2K	-6.64%
Sep 30, 2025	BLACKROCK, INC.	17.79%	20.38M	508.77M	472.99K	+2.38%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.33%	380K	9.49M	0	0
Sep 30, 2025	VERITION FUND MANAGEMENT LLC	0.33%	380.17K	9.49M	42.95K	+12.74%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.34%	383.75K	9.58M	-8.74K	-2.23%
Sep 30, 2025	RHUMBLINE ADVISERS	0.34%	389.31K	9.72M	2.02K	+0.52%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.36%	415.87K	10.38M	135.57K	+48.36%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.33%	2.66M	66.56M	-45.15K	-1.67%
Sep 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	1.06%	1.21M	30.28M	201.7K	+19.95%
Sep 30, 2025	MACQUARIE GROUP LTD	2.77%	3.17M	79.08M	-266.99K	-7.78%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.13%	1.29M	31.85M	56.68K	+4.60%
Jun 30, 2025	BLACKROCK, INC.	17.38%	19.9M	491.79M	2.19M	+12.39%
Jun 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.88%	1.01M	24.98M	-248.56K	-19.73%
Jun 30, 2025	WOODLINE PARTNERS LP	0.71%	812.7K	20.08M	812.7K	+100.00%
Jun 30, 2025	FREESTONE GROVE PARTNERS LP	0.45%	518.15K	12.8M	315.32K	+155.47%
Jun 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.3%	349.03K	8.62M	313.17K	+873.08%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.29%	337.21K	8.33M	259.94K	+336.42%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.29%	336.57K	8.32M	-112.04K	-24.97%
Jun 30, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.26%	301.91K	7.46M	-399.53K	-56.96%
Jun 30, 2025	PORTOLAN CAPITAL MANAGEMENT, LLC	0.15%	170.19K	4.21M	170.19K	+100.00%
Jun 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.12%	141.19K	3.49M	-34.23K	-19.51%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	3.68%	4.21M	104.03M	300.87K	+7.70%
Jun 30, 2025	WESTWOOD HOLDINGS GROUP INC	3.26%	3.73M	92.2M	524.11K	+16.34%
Jun 30, 2025	RIVER ROAD ASSET MANAGEMENT, LLC	1.52%	1.74M	47.96M	-19.94K	-1.13%
Jun 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.41%	467.11K	11.54M	5.49K	+1.19%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.38%	437.53K	10.81M	32.2K	+7.94%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.36%	417.17K	10.31M	132.84K	+46.72%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.34%	392.48K	9.7M	3.85K	+0.99%
Jun 30, 2025	RHUMBLINE ADVISERS	0.34%	387.29K	9.57M	-15.58K	-3.87%
Jun 30, 2025	MORGAN STANLEY	1.35%	1.55M	38.18M	252.43K	+19.53%
Jun 30, 2025	PALISADE CAPITAL MANAGEMENT, LP	1.03%	1.18M	29.2M	-45.01K	-3.67%
Jun 30, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	0.67%	765.83K	18.92M	-65.51K	-7.88%
Jun 30, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.54%	623.62K	15.41M	41.25K	+7.08%
Jun 30, 2025	ABRDN PLC	0.49%	559.29K	13.94M	112.53K	+25.19%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.46%	528.18K	13.05M	11.53K	+2.23%
Jun 30, 2025		0.77%	883.19K	21.82M	251.82K	+39.88%
Jun 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.19%	218.42K	5.4M	218.42K	+100.00%
Jun 30, 2025	ALGERT GLOBAL LLC	0.16%	188.46K	4.66M	175.1K	+1,310.61%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.12%	142.6K	3.52M	9.82K	+7.40%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	5.14%	5.89M	145.57M	-416.5K	-6.60%
Jun 30, 2025	STATE STREET CORP	5.01%	5.74M	141.75M	-612.69K	-9.65%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.45%	514.52K	12.71M	514.52K	+100.00%
Jun 30, 2025	TWIN TREE MANAGEMENT, LP	0.45%	510.4K	12.61M	-84.1K	-14.15%
Jun 30, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.44%	500.64K	12.37M	-82.37K	-14.13%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.4%	457.1K	11.3M	-5.19K	-1.12%
Jun 30, 2025	MACQUARIE GROUP LTD	3%	3.43M	84.85M	955.32K	+38.54%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.75%	861.3K	21.28M	-575	-0.07%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.45%	518.16K	12.8M	-328.68K	-38.81%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.33%	380K	9.39M	0	0
Jun 30, 2025	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.33%	376.01K	9.29M	46.9K	+14.25%
Jun 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.27%	307.41K	7.6M	-215.56K	-41.22%
Jun 30, 2025	PEKIN HARDY STRAUSS, INC.	0.27%	305.01K	7.54M	118.29K	+63.35%
Jun 30, 2025	ROYCE & ASSOCIATES LP	0.25%	290.88K	7.19M	20.82K	+7.71%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.24%	280.3K	6.93M	3K	+1.08%
Jun 30, 2025	HITE HEDGE ASSET MANAGEMENT LLC	0.23%	268.02K	6.62M	-1.2M	-81.76%
Jun 30, 2025	DENALI ADVISORS LLC	0.23%	261.9K	6.47M	89.56K	+51.96%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.21%	236.22K	5.84M	236.22K	+100.00%
Jun 30, 2025	CAPTION MANAGEMENT, LLC	0.16%	177.5K	4.39M	27.5K	+18.33%
Jun 30, 2025	MOODY ALDRICH PARTNERS LLC	0.15%	177.05K	4.37M	41.99K	+31.09%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.15%	172.56K	4.26B	26.64K	+18.26%
Jun 30, 2025	PEAK6 LLC	0.15%	172.5K	4.26M	-19K	-9.92%
Jun 30, 2025	HOLOCENE ADVISORS, LP	0.15%	171.34K	4.23M	98.4K	+134.92%
Jun 30, 2025	AVENTAIL CAPITAL GROUP, LP	0.15%	167.5K	4.14M	0	0
Jun 30, 2025	CSM ADVISORS, LLC	0.15%	167.25K	4.13M	167.25K	+100.00%
Jun 30, 2025	PEREGRINE CAPITAL MANAGEMENT LLC	0.14%	163.52K	4.04M	668	+0.41%
Jun 30, 2025	EVOKE WEALTH, LLC	0.14%	156.3K	3.86M	8.09K	+5.46%
Jun 30, 2025	JPMORGAN CHASE & CO	2.95%	3.37M	83.37M	-893.03K	-20.93%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.95%	1.08M	26.75M	699.12K	+182.39%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.94%	1.08M	26.73M	-100.63K	-8.51%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.89%	1.02M	25.18M	1.02M	+100.00%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.71%	817.07K	20.19M	106.21K	+14.94%
Jun 30, 2025	JANE STREET GROUP, LLC	0.67%	763.86K	18.88M	123.98K	+19.38%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.64%	737.22K	18.22M	227.1K	+44.52%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.51%	584.21K	14.44M	150.38K	+34.66%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.5%	567.52K	14.02M	-86.18K	-13.18%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.49%	563.31K	13.92M	63.46K	+12.70%
Jun 30, 2025	SEI INVESTMENTS CO	0.48%	546.94K	13.51M	40.29K	+7.95%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.47%	533.44K	13.18M	-484.26K	-47.58%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.95%	1.09M	26.89M	-796.3K	-42.25%
Jun 30, 2025	VANGUARD GROUP INC	12.96%	14.84M	366.78M	-426.04K	-2.79%
Jun 30, 2025	NUVEEN, LLC	0.77%	883.19K	21.82M	251.82K	+39.88%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.37%	2.71M	66.98M	17.93K	+0.67%
Jun 30, 2025	INVESCO LTD.	2%	2.29M	56.57M	415.45K	+22.17%
Jun 30, 2025	CITADEL ADVISORS LLC	1.26%	1.44M	35.59M	-976.88K	-40.42%
Jun 30, 2025	NORTHERN TRUST CORP	1.15%	1.32M	32.5M	-83.26K	-5.95%
Jun 30, 2025	FIRST TRUST ADVISORS LP	1.15%	1.31M	32.41M	-306.07K	-18.92%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1%	1.14M	28.27M	204.51K	+21.77%
Mar 31, 2025		0.55%	631.37K	18.91M	631.37K	+100.00%
Mar 31, 2025	WESTWOOD HOLDINGS GROUP INC	2.8%	3.21M	96.06M	1.09M	+51.41%
Mar 31, 2025	VANGUARD GROUP INC	13.33%	15.27M	457.32M	69.93K	+0.46%
Mar 31, 2025	BLACKROCK, INC.	15.46%	17.71M	530.36M	-356.89K	-1.98%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.75%	861.88K	25.81M	342.57K	+65.97%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.03%	1.18M	35.41M	-52.43K	-4.25%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.82%	939.54K	28.14M	428.08K	+83.70%
Mar 31, 2025	RIVER ROAD ASSET MANAGEMENT, LLC	1.54%	1.76M	52.65M	-10.33K	-0.58%
Mar 31, 2025	GLENMEDE TRUST CO NA	0.37%	423.99K	12.7M	-12.4K	-2.84%
Mar 31, 2025	SEI INVESTMENTS CO	0.44%	506.65K	15.17M	64.79K	+14.66%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.45%	510.12K	15.28M	-841.19K	-62.25%
Mar 31, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.51%	582.37K	17.44M	22.13K	+3.95%
Mar 31, 2025	TWIN TREE MANAGEMENT, LP	0.52%	594.5K	17.81M	159.5K	+36.67%
Mar 31, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.61%	701.44K	21.01M	-32.1K	-4.38%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.74%	846.84K	25.36M	846.84K	+100.00%
Mar 31, 2025	FIRST TRUST ADVISORS LP	1.41%	1.62M	48.44M	-1.07M	-39.72%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.89%	1.02M	30.48M	-4.61K	-0.45%
Mar 31, 2025	MORGAN STANLEY	1.13%	1.29M	38.71M	-120.21K	-8.51%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.38%	433.83K	12.99M	317.42K	+272.67%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.35%	405.33K	12.14M	120.28K	+42.19%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.57%	653.71K	19.58M	17.88K	+2.81%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.62%	710.87K	21.29M	-463.87K	-39.49%
Mar 31, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	0.73%	831.33K	24.9M	-386.31K	-31.73%
Mar 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.46%	522.97K	15.66M	522.97K	+100.00%
Mar 31, 2025	STATE STREET CORP	5.54%	6.35M	190.16M	237.56K	+3.89%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	5.51%	6.31M	188.9M	-245.24K	-3.74%
Mar 31, 2025	JPMORGAN CHASE & CO	3.73%	4.27M	127.8M	-365.13K	-7.88%
Mar 31, 2025	CITADEL ADVISORS LLC	2.11%	2.42M	72.39M	788.18K	+48.39%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	1.65%	1.88M	56.44M	1.54M	+443.00%
Mar 31, 2025	INVESCO LTD.	1.64%	1.87M	56.12M	1.18M	+169.44%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.35%	2.69M	80.65M	13.05K	+0.49%
Mar 31, 2025	MACQUARIE GROUP LTD	2.16%	2.48M	74.23M	60.95K	+2.52%
Mar 31, 2025	CHANNING CAPITAL MANAGEMENT, LLC	1.36%	1.56M	46.68M	391.54K	+33.55%
Mar 31, 2025	HITE HEDGE ASSET MANAGEMENT LLC	1.28%	1.47M	44.01M	1.47M	+100.00%
Mar 31, 2025	NORTHERN TRUST CORP	1.22%	1.4M	41.88M	-51.09K	-3.52%
Mar 31, 2025	CONGRESS ASSET MANAGEMENT CO /MA	1.1%	1.26M	37.73M	172.16K	+15.83%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.08%	1.23M	36.9M	-23.74K	-1.89%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.44%	499.85K	14.97M	-45.11K	-8.28%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.4%	462.29K	13.85M	126.99K	+37.87%
Mar 31, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.51%	583.01K	17.46M	25.04K	+4.49%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.45%	516.65K	15.47M	-52.47K	-9.22%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.39%	448.61K	13.44M	150.05K	+50.26%
Mar 31, 2025	JANE STREET GROUP, LLC	0.56%	639.88K	19.16M	533K	+498.68%
Mar 31, 2025	UBS GROUP AG	0.4%	461.04K	13.81M	-12.72K	-2.68%
Mar 31, 2025	ABRDN PLC	0.39%	446.76K	13.36M	64.65K	+16.92%
Mar 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.4%	461.62K	13.83M	128.03K	+38.38%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.6%	687.86K	20.6M	-31.1K	-4.33%
Mar 31, 2025	PALISADE CAPITAL MANAGEMENT, LP	1.07%	1.23M	36.75M	383.62K	+45.49%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	3.41%	3.91M	117.07M	226.91K	+6.16%
Mar 31, 2025	RHUMBLINE ADVISERS	0.35%	402.87K	12.07M	9K	+2.29%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	1.41%	1.67M	83.45M	-26.5K	-1.56%
Mar 31, 2024	FRONTIER CAPITAL MANAGEMENT CO LLC	2.27%	2.7M	134.38M	-274.78K	-9.25%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.33%	2.76M	137.67M	-215.86K	-7.25%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.91%	1.08M	53.95M	57.28K	+5.59%
Mar 31, 2024	INVESCO LTD.	0.93%	1.11M	55.22M	602	+0.05%
Mar 31, 2024	CITADEL ADVISORS LLC	0.95%	1.13M	56.18M	1.08M	+2,445.98%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1%	1.18M	58.93M	-410.92K	-25.79%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.18%	2.58M	128.8M	50.5K	+1.99%
Mar 31, 2024	PACER ADVISORS, INC.	3.14%	3.73M	186M	3.73M	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	3.44%	4.08M	203.39M	443.32K	+12.19%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	5.02%	5.96M	296.97M	447.82K	+8.13%
Mar 31, 2024	VANGUARD GROUP INC	11.99%	14.22M	709.08M	-113.61K	-0.79%
Mar 31, 2024	BLACKROCK INC.	16.8%	19.94M	993.98M	-240.39K	-1.19%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.97%	2.33M	116.31M	413.38K	+21.53%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.32%	1.56M	77.95M	216.78K	+16.09%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.62%	1.93M	96.03M	1.75M	+972.57%
Mar 31, 2024	MACQUARIE GROUP LTD	1.8%	2.14M	106.62M	-84.18K	-3.79%
Mar 31, 2024	WESTWOOD HOLDINGS GROUP INC	1.31%	1.55M	77.37M	258.73K	+20.01%
Mar 31, 2024	NORTHERN TRUST CORP	1.13%	1.34M	67.02M	-50.62K	-3.63%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.12%	1.33M	66.35M	-66.18K	-4.74%
Mar 31, 2024	FIRST TRUST ADVISORS LP	1.05%	1.24M	61.98M	166.06K	+15.42%
Mar 31, 2024	CONGRESS ASSET MANAGEMENT CO /MA	0.86%	1.02M	50.9M	143.29K	+16.33%
Mar 31, 2024	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.85%	1.01M	50.29M	-1.83K	-0.18%
Mar 31, 2024	CHANNING CAPITAL MANAGEMENT, LLC	0.83%	979.87K	48.85M	47.43K	+5.09%
Mar 31, 2024	PALISADE CAPITAL MANAGEMENT, LP	0.81%	964.36K	48.07M	-24.37K	-2.46%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.78%	925.68K	46.15M	283.24K	+44.09%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.71%	842.96K	42.02M	91.51K	+12.18%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.64%	764.12K	38.09M	124.45K	+19.46%
Mar 31, 2024	GW&K INVESTMENT MANAGEMENT, LLC	0.57%	680.04K	33.9M	-5.02K	-0.73%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.56%	661.23K	32.96M	124.94K	+23.30%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.54%	639.68K	31.89M	33.21K	+5.48%
Mar 31, 2024	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.5%	590.12K	29.42M	543.62K	+1,169.08%
Mar 31, 2024	TWIN TREE MANAGEMENT, LP	0.49%	585.9K	29.21M	585.9K	+100.00%
Mar 31, 2024	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.48%	567.73K	28.3M	-6.4K	-1.11%
Mar 31, 2024	WEDGE CAPITAL MANAGEMENT L L P/NC	0.48%	565.84K	28.21M	-63.79K	-10.13%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.47%	557.16K	27.77M	62.42K	+12.62%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0.44%	524.92K	26.17M	340.15K	+184.10%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.41%	490.35K	24.44M	94.05K	+23.73%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.41%	489.9K	24.42M	-21.52K	-4.21%
Mar 31, 2024	ABRDN PLC	0.38%	455.45K	22.7M	-10.56K	-2.27%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.37%	443.63K	22.12M	-18.56K	-4.02%
Mar 31, 2024	GLENMEDE TRUST CO NA	0.35%	418.67K	20.87M	29.3K	+7.53%
Mar 31, 2024	RHUMBLINE ADVISERS	0.34%	407.21K	20.3M	-8.58K	-2.06%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.33%	387.64K	19.32M	69.71K	+21.93%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.32%	381.87K	19.04M	-672	-0.18%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.29%	347.94K	17.35M	-242.14K	-41.03%
Mar 31, 2024	FMR LLC	0.28%	337.92K	16.85M	-51.26K	-13.17%
Mar 31, 2024	STATE STREET CORP	5.27%	6.25M	311.74M	-421.11K	-6.31%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.27%	323K	15.85M	0	0
Mar 31, 2024	OSLO ASSET MANAGEMENT AS	0.27%	320.11K	15.96M	-30K	-8.57%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.26%	303.07K	15.11M	37.57K	+14.15%
Mar 31, 2024	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.22%	263.84K	13.15M	23.6K	+9.82%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.2%	243.23K	12.13M	-418	-0.17%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.2%	237.15K	11.82M	-4.22K	-1.75%
Mar 31, 2024	SWISS NATIONAL BANK	0.19%	229.7K	11.45M	-4.2K	-1.80%
Mar 31, 2024	MACKENZIE FINANCIAL CORP	0.19%	225.67K	11.25M	-50.38K	-18.25%
Mar 31, 2024	PEKIN HARDY STRAUSS, INC.	0.18%	218.54K	10.89M	-7.45K	-3.30%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.18%	218K	10.87M	-4.67K	-2.10%
Mar 31, 2024	ALGERT GLOBAL LLC	0.18%	217.57K	10.85M	-41.63K	-16.06%
Mar 31, 2024	HODGES CAPITAL MANAGEMENT INC.	0.18%	211.2K	10.53K	-346.83K	-62.15%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.17%	205.19K	10.23M	117.43K	+133.80%
Mar 31, 2024	UBS GROUP AG	0.16%	192.92K	9.62M	41.78K	+27.64%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.16%	192.76K	9.61M	108.1K	+127.68%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.16%	184.94K	9.35M	-1.5K	-0.81%
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.15%	177.7K	8.86M	-1K	-0.56%
Mar 31, 2024	RIVER ROAD ASSET MANAGEMENT, LLC	1.48%	1.76M	87.67M	-80.22K	-4.36%
Mar 31, 2024	MORGAN STANLEY	1.13%	1.34M	66.79M	-156.41K	-10.45%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	1.63%	1.92M	74.33M	372.45K	+24.07%
Dec 31, 2023	MACQUARIE GROUP LTD	1.89%	2.22M	86.07M	62.42K	+2.89%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.15%	2.53M	98.09M	80.55K	+3.28%
Dec 31, 2023	FRONTIER CAPITAL MANAGEMENT CO LLC	2.52%	2.97M	115.02M	-483.16K	-13.99%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.53%	2.98M	115.29M	2.98M	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	3.09%	3.64M	140.82M	1.79M	+96.71%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	4.68%	5.51M	213.33M	493.43K	+9.84%
Dec 31, 2023	STATE STREET CORP	5.66%	6.67M	258.44M	290.36K	+4.55%
Dec 31, 2023	VANGUARD GROUP INC	12.17%	14.34M	555.17M	-154.44K	-1.07%
Dec 31, 2023	BLACKROCK INC.	17.13%	20.18M	781.36M	-63.54K	-0.31%
Dec 31, 2023	RIVER ROAD ASSET MANAGEMENT, LLC	1.56%	1.84M	71.21M	-439.77K	-19.30%
Dec 31, 2023	BARCLAYS PLC	0.23%	276.21K	10.7M	-50.7K	-15.51%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.27%	317.93K	12.31M	317.93K	+100.00%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.27%	323K	12.63M	0	0
Dec 31, 2023	OSLO ASSET MANAGEMENT AS	0.3%	350.11K	13.56M	0	0
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.32%	382.54K	14.81M	-8.12K	-2.08%
Dec 31, 2023	FMR LLC	0.33%	389.18K	15.07M	-24.07K	-5.82%
Dec 31, 2023	GLENMEDE TRUST CO NA	0.33%	389.37K	15.08M	-9.14K	-2.29%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.34%	396.29K	15.34M	54.39K	+15.91%
Dec 31, 2023	RHUMBLINE ADVISERS	0.35%	415.78K	16.1M	-10.06K	-2.36%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.39%	462.19K	17.9M	-3.33K	-0.72%
Dec 31, 2023	ABRDN PLC	0.4%	466.01K	18.04M	-21.09K	-4.33%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.42%	494.74K	19.16M	-1.77M	-78.13%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.43%	511.42K	19.8M	511.42K	+100.00%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.64%	751.45K	29.1M	213.87K	+39.78%
Dec 31, 2023	SIR CAPITAL MANAGEMENT, L.P.	0.57%	667.6K	25.85M	121.9K	+22.34%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.55%	642.44K	24.88M	-38.39K	-5.64%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.54%	639.67K	24.77M	9.36K	+1.49%
Dec 31, 2023	HODGES CAPITAL MANAGEMENT INC.	0.47%	558.03K	21.61M	331.06K	+145.86%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.46%	536.3K	20.77M	96.9K	+22.05%
Dec 31, 2023	WEDGE CAPITAL MANAGEMENT L L P/NC	0.53%	629.63K	24.38M	94.42K	+17.64%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.51%	606.47K	23.48M	-68.51K	-10.15%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.19%	1.4M	54.1M	-6.29K	-0.45%
Dec 31, 2023	NORTHERN TRUST CORP	1.18%	1.4M	54.02M	14.85K	+1.08%
Dec 31, 2023	AVENTAIL CAPITAL GROUP, LP	1.18%	1.39M	53.85M	974.47K	+234.06%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.14%	1.35M	52.15M	-120.86K	-8.23%
Dec 31, 2023	WESTWOOD HOLDINGS GROUP INC	1.1%	1.29M	50.08M	1.29M	+100.00%
Dec 31, 2023	INVESCO LTD.	0.94%	1.11M	42.87M	-947.31K	-46.11%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.91%	1.08M	41.71M	198.47K	+22.59%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.87%	1.03M	39.69M	-138.27K	-11.89%
Dec 31, 2023	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.86%	1.01M	39.13M	-21.73K	-2.11%
Dec 31, 2023	PALISADE CAPITAL MANAGEMENT, LP	0.84%	988.72K	38.28M	-114.44K	-10.37%
Dec 31, 2023	CHANNING CAPITAL MANAGEMENT, LLC	0.79%	932.44K	36.1M	-240.11K	-20.48%
Dec 31, 2023	CONGRESS ASSET MANAGEMENT CO /MA	0.75%	877.74K	33.99M	785.22K	+848.73%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.5%	590.08K	22.85M	-198.02K	-25.13%
Dec 31, 2023	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.49%	574.12K	22.23M	123.13K	+27.30%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	1.44%	1.7M	65.84M	75K	+4.61%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.35%	1.59M	61.68M	64.78K	+4.24%
Dec 31, 2023	MORGAN STANLEY	1.27%	1.5M	57.93M	49.49K	+3.42%
Dec 31, 2023	GW&K INVESTMENT MANAGEMENT, LLC	0.58%	685.06K	26.53M	-23.91K	-3.37%

Insiders

Among the SM insiders holding of 1.62% of the stake in company, VOGEL HERBERT S, President & CEO, holds the largest shares of 488.1K. COPELAND DAVID W, EVP & General Counsel, is the second largest SM insider with ownership of 228.54K shares. OTTOSON JAVAN D, President & CEO, stands third with possession of 219.53K shares of that stake.

Insiders	Designation	Shares Held
VOGEL HERBERT S	President & CEO	488.1K
COPELAND DAVID W	EVP & General Counsel	228.54K
OTTOSON JAVAN D	President & CEO	219.53K
KNOTT KENNETH J.	SVP - Bus Dev & Land	114.5K
SULLIVAN WILLIAM D	director	89.16K
QUINTANA JULIO M	director	89.03K
PERU RAMIRO G	director	82.54K
GARDINER WILLIAM J	director	56.14K
LEIKER LOREN M	director	44.53K
LEYENDECKER GREGORY T	Sr. VP & Regional Manager	42.78K
WHITCOMB DAVID J.	VP - Marketing	39.93K
ROBESON ROSE M	director	33.38K
JENKINS RICHARD A.	Senior Vice President - Utah	23.67K
BROOKMAN BARTON R JR	director	14.67K
LUTEY MARY ELLEN	SVP - Expl., Development & EHS	12.47K
LYTLE PATRICK A	VP - Chief Accounting Officer	8.36K
SEIDL JOHN M	director	3.01K
LEBECK JAMES BARKER	EVP & General Counsel	256

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 17, 2025	JENKINS RICHARD A.	SALE	28.49	7.73K	220.11K	23.67K
May 06, 2025	VOGEL HERBERT S	PURCHASE	21.32	1K	21.32K	488.1K
Mar 04, 2025	PERU RAMIRO G	PURCHASE	28.72	5K	143.6K	82.54K
Mar 03, 2025	VOGEL HERBERT S	PURCHASE	29.67	500	14.84K	487.1K
Feb 26, 2025	BROOKMAN BARTON R JR	PURCHASE	32.36	7K	226.52K	14.67K
Feb 25, 2025	VOGEL HERBERT S	PURCHASE	33.66	500	16.83K	486.6K
Feb 24, 2025	VOGEL HERBERT S	PURCHASE	33.98	500	16.99K	486.1K
Aug 26, 2024	LYTLE PATRICK A	SALE	47.45	6.06K	287.5K	8.36K
Aug 16, 2024	ROBESON ROSE M	SALE	45.50	10K	455K	33.38K
Aug 16, 2024	LEBECK JAMES BARKER	SALE	45.43	4.49K	203.84K	256
May 21, 2024	KNOTT KENNETH J.	SALE	50.28	16K	804.48K	114.5K
May 20, 2024	SULLIVAN WILLIAM D	SALE	49.32	60K	2.96M	89.16K
Mar 01, 2024	LUTEY MARY ELLEN	SALE	44.50	43.51K	1.94M	12.47K
Aug 30, 2023	QUINTANA JULIO M	SALE	42.06	44K	1.85M	89.03K
Aug 29, 2023	PERU RAMIRO G	SALE	41.14	15.67K	644.66K	73.69K
Aug 23, 2023	ROBESON ROSE M	SALE	39.65	30K	1.19M	39.53K
Aug 07, 2023	LYTLE PATRICK A	SALE	38.46	6.49K	249.76K	10.1K
Mar 15, 2023	VOGEL HERBERT S	PURCHASE	25.63	1K	25.63K	406.06K
Mar 09, 2023	VOGEL HERBERT S	PURCHASE	29.15	1K	29.15K	405.06K
Mar 08, 2023	VOGEL HERBERT S	PURCHASE	29.48	1K	29.48K	404.06K
Mar 07, 2023	VOGEL HERBERT S	PURCHASE	30.78	1K	30.78K	403.06K
Mar 06, 2023	VOGEL HERBERT S	PURCHASE	31.35	1K	31.35K	402.06K
Sep 09, 2022	COPELAND DAVID W	SALE	46.23	10K	462.3K	228.54K
Sep 09, 2022	LYTLE PATRICK A	SALE	45.61	8.66K	394.89K	12.46K
May 31, 2022	COPELAND DAVID W	SALE	51.23	5K	256.15K	188.72K
May 26, 2022	COPELAND DAVID W	SALE	45.07	20K	901.4K	193.72K
May 25, 2022	COPELAND DAVID W	SALE	43.00	20K	860K	213.72K
Apr 18, 2022	WHITCOMB DAVID J.	SALE	42.07	7.1K	298.7K	39.93K
Mar 21, 2022	LUTEY MARY ELLEN	SALE	39.22	10K	392.16K	72.57K
Mar 21, 2022	WHITCOMB DAVID J.	SALE	39.45	9.25K	365.07K	84.7K
Mar 08, 2022	LUTEY MARY ELLEN	SALE	39.97	9.53K	381.03K	35.16K
Mar 08, 2022	PERU RAMIRO G	SALE	40.60	30K	1.22M	79.19K
Mar 08, 2022	LYTLE PATRICK A	SALE	42.01	6.78K	284.66K	8.39K
Nov 05, 2021	SULLIVAN WILLIAM D	SALE	35.74	55K	1.97M	139.81K
Nov 02, 2021	LYTLE PATRICK A	SALE	36.74	12.54K	460.83K	13.3K
Nov 02, 2021	ROBESON ROSE M	SALE	36.72	15K	550.8K	59.37K
Jun 23, 2021	KNOTT KENNETH J.	SALE	25.00	12.26K	306.43K	60.93K
Jun 01, 2021	KNOTT KENNETH J.	SALE	22.50	1.71K	38.57K	73.19K
Feb 23, 2021	ROBESON ROSE M	SALE	12.96	4K	51.84K	66.33K
Mar 10, 2020	QUINTANA JULIO M	PURCHASE	2.00	40K	80K	105.55K
Mar 09, 2020	PERU RAMIRO G	PURCHASE	1.43	15K	21.45K	74.12K
Mar 09, 2020	COPELAND DAVID W	PURCHASE	1.54	10K	15.4K	155.91K
Mar 06, 2020	PERU RAMIRO G	PURCHASE	4.20	7.5K	31.5K	59.12K
Mar 06, 2020	COPELAND DAVID W	PURCHASE	4.26	15K	63.9K	145.91K
Mar 04, 2020	COPELAND DAVID W	PURCHASE	5.84	5K	29.2K	130.91K
Mar 04, 2020	OTTOSON JAVAN D	PURCHASE	5.81	8K	46.48K	219.53K
Mar 03, 2020	WHITCOMB DAVID J.	PURCHASE	5.93	10K	59.3K	65.42K
Mar 03, 2020	VOGEL HERBERT S	PURCHASE	5.76	2K	11.52K	78.65K
Feb 25, 2020	COPELAND DAVID W	PURCHASE	7.00	5K	35K	125.91K
Feb 24, 2020	PERU RAMIRO G	PURCHASE	7.67	7.5K	57.53K	51.62K
Feb 24, 2020	COPELAND DAVID W	PURCHASE	7.68	5K	38.4K	120.91K
May 29, 2019	VOGEL HERBERT S	PURCHASE	12.41	2K	24.81K	59.03K
May 24, 2019	COPELAND DAVID W	PURCHASE	12.71	10K	127.12K	106.45K
May 07, 2019	OTTOSON JAVAN D	PURCHASE	14.63	5K	73.15K	182.13K
Jun 08, 2017	OTTOSON JAVAN D	PURCHASE	16.77	200	3.35K	143.3K
Jun 08, 2017	VOGEL HERBERT S	PURCHASE	16.80	600	10.08K	32.64K
Mar 13, 2017	VOGEL HERBERT S	PURCHASE	21.84	1K	21.84K	32.04K
Mar 08, 2017	ROBESON ROSE M	PURCHASE	23.36	1K	23.36K	17.38K
Mar 08, 2017	QUINTANA JULIO M	PURCHASE	24.59	20K	491.8K	48.43K
Mar 08, 2017	VOGEL HERBERT S	PURCHASE	23.09	2K	46.19K	31.04K
Mar 08, 2017	SULLIVAN WILLIAM D	PURCHASE	24.31	4.8K	116.7K	75.28K
Mar 08, 2017	PERU RAMIRO G	PURCHASE	23.40	1.5K	35.09K	18.21K
Mar 08, 2017	LEIKER LOREN M	PURCHASE	24.57	20K	491.47K	44.53K
Feb 27, 2017	COPELAND DAVID W	PURCHASE	25.22	10K	252.2K	86.45K
Feb 27, 2017	SULLIVAN WILLIAM D	PURCHASE	25.69	9.8K	251.76K	70.28K
Feb 27, 2017	OTTOSON JAVAN D	PURCHASE	25.22	5K	126.1K	143.1K
Feb 27, 2017	VOGEL HERBERT S	PURCHASE	25.70	400	10.28K	28.44K
Feb 27, 2017	PERU RAMIRO G	PURCHASE	25.42	1K	25.42K	16.71K
Sep 29, 2016	KNOTT KENNETH J.	SALE	40.00	661	26.44K	43.42K
Mar 01, 2016	VOGEL HERBERT S	PURCHASE	8.39	2K	16.79K	21.45K
Feb 29, 2016	VOGEL HERBERT S	PURCHASE	9.04	2K	18.09K	19.45K
Feb 29, 2016	OTTOSON JAVAN D	PURCHASE	9.00	2.5K	22.5K	131.3K
Feb 26, 2016	VOGEL HERBERT S	PURCHASE	8.48	2K	16.96K	17.45K
Feb 26, 2016	OTTOSON JAVAN D	PURCHASE	8.38	2.5K	20.95K	128.8K
Feb 25, 2016	OTTOSON JAVAN D	PURCHASE	7.46	1K	7.46K	124.8K
Dec 08, 2015	COPELAND DAVID W	PURCHASE	23.04	10K	230.42K	72.28K
Jun 09, 2015	VOGEL HERBERT S	PURCHASE	48.29	1K	48.29K	8.74K
Jun 08, 2015	VOGEL HERBERT S	PURCHASE	48.28	1K	48.28K	7.74K
Mar 02, 2015	SEIDL JOHN M	SALE	46.78	3.5K	163.75K	3.01K
Nov 19, 2014	VOGEL HERBERT S	PURCHASE	50.55	1K	50.55K	6.54K
Nov 18, 2014	GARDINER WILLIAM J	SALE	50.84	9.77K	496.79K	56.14K
Nov 14, 2014	COPELAND DAVID W	PURCHASE	51.54	5K	257.69K	54.56K
Nov 13, 2014	PERU RAMIRO G	PURCHASE	51.49	4K	205.98K	5.75K
Aug 01, 2014	SEIDL JOHN M	SALE	77.77	2.02K	157.1K	6.51K
Jul 16, 2014	LEYENDECKER GREGORY T	SALE	78.13	1.93K	151.03K	42.78K
May 02, 2014	SEIDL JOHN M	SALE	75.33	784	59.06K	6.22K
Feb 25, 2014	VOGEL HERBERT S	PURCHASE	71.50	1K	71.5K	3.12K
Feb 21, 2014	COPELAND DAVID W	PURCHASE	72.13	3.5K	252.44K	46.07K
Feb 21, 2014	OTTOSON JAVAN D	PURCHASE	71.94	1K	71.94K	94.36K
Jan 02, 2014	KNOTT KENNETH J.	SALE	83.48	883	73.71K	34.02K
Dec 03, 2013	LUTEY MARY ELLEN	SALE	90.65	4.69K	424.98K	23.98K

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares9.36

Short Percent Of Float13.29

Shares Outstanding114.95M

Shares Float112.99M

Shares Short10.76M

Short Ratio5.29

13.29%

Short % of Float

9.36%

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

1.62% Percentage of Shares held by All Insiders

104.45% Percentage of Shares held by All Institutions

106.16% Percentage of Float held by Institutions

497

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	1.04%	1.19M	29.61M	685.12K	+136.85%
Sep 30, 2025	WESTWOOD HOLDINGS GROUP INC	3.18%	3.64M	90.83M	-94K	-2.52%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	4%	4.59M	114.5M	375.75K	+8.93%
Sep 30, 2025	STATE STREET CORP	5.37%	6.15M	153.57M	413.63K	+7.21%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.67%	772.77K	19.3M	-309.64K	-28.61%
Sep 30, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	0.7%	796.95K	19.9M	31.12K	+4.06%
Sep 30, 2025	PEREGRINE CAPITAL MANAGEMENT LLC	0.14%	163.03K	4.07M	-489	-0.30%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.15%	167.1K	4.17M	63.1K	+60.67%
Sep 30, 2025	HITE HEDGE ASSET MANAGEMENT LLC	0.15%	167.52K	4.18M	-100.5K	-37.50%
Sep 30, 2025	CAPITAL FUND MANAGEMENT S.A.	0.19%	219.83K	5.49M	-64.78K	-22.76%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	221.8K	5.54M	3.2K	+1.46%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.2%	226.09K	5.65M	-76.71K	-25.33%
Sep 30, 2025	DENALI ADVISORS LLC	0.21%	245.57K	6.13M	-16.33K	-6.24%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.22%	254.77K	6.36M	146.44K	+135.19%
Sep 30, 2025	BARCLAYS PLC	0.25%	284.62K	7.11M	20.26K	+7.66%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.26%	295.57K	7.38M	1.03K	+0.35%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.27%	314.27K	7.85M	-15.18K	-4.61%
Sep 30, 2025	PEKIN HARDY STRAUSS, INC.	0.28%	319.4K	7.98M	14.4K	+4.72%
Sep 30, 2025	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.29%	335.81K	8.39M	-40.2K	-10.69%
Sep 30, 2025	ROYCE & ASSOCIATES LP	0.31%	356.61K	8.9M	65.73K	+22.60%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.42%	486.18K	12.14M	486.18K	+100.00%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.77%	881.22K	22M	64.15K	+7.85%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.91%	1.04M	26.07M	-37.86K	-3.50%
Sep 30, 2025	PALISADE CAPITAL MANAGEMENT, LP	1.01%	1.16M	28.96M	-22.05K	-1.87%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.18%	1.35M	33.82M	65.48K	+5.08%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.2%	1.37M	34.19M	632.09K	+85.74%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.53%	1.76M	43.86M	612.44K	+53.53%
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	1.57%	1.8M	44.89M	1.8M	+100.00%
Sep 30, 2025	INVESCO LTD.	2.03%	2.32M	58.01M	33.75K	+1.47%
Sep 30, 2025	JANE STREET GROUP, LLC	0.57%	654.75K	16.35M	-109.11K	-14.28%
Sep 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.41%	470.03K	11.74M	2.92K	+0.62%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.48%	555.02K	13.86M	-12.5K	-2.20%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.5%	574.11K	14.34M	237.54K	+70.58%
Sep 30, 2025	ABRDN PLC	0.51%	582.65K	14.61M	23.36K	+4.18%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.42%	480.92K	12.01M	-47.27K	-8.95%
Sep 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.42%	482.15K	12.04M	133.12K	+38.14%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.45%	514.96K	12.86M	-3.2K	-0.62%
Sep 30, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.46%	530.03K	13.23M	-93.59K	-15.01%
Sep 30, 2025	UBS GROUP AG	0.47%	541.62K	13.52M	221.41K	+69.14%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.37%	419.26K	10.47M	336.11K	+404.23%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.39%	444.3K	11.09M	-12.8K	-2.80%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.39%	448.44K	11.2M	10.9K	+2.49%
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.43%	487.74K	12.18M	-26.78K	-5.21%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.47%	542.19K	13.54M	8.75K	+1.64%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.52%	592.94K	14.81M	29.63K	+5.26%
Sep 30, 2025	SEI INVESTMENTS CO	0.52%	593.86K	14.83M	46.92K	+8.58%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.53%	606.82K	15.15M	22.61K	+3.87%
Sep 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.54%	616.87K	15.4M	309.45K	+100.66%
Sep 30, 2025	NUVEEN, LLC	0.74%	851.71K	21.27M	-31.48K	-3.56%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.78%	896.33K	22.38M	35.03K	+4.07%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.81%	929.46K	23.21M	-158.77K	-14.59%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.83%	949.4K	23.71M	-362.02K	-27.61%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.9%	1.03M	25.63M	7.49K	+0.73%
Sep 30, 2025	NORTHERN TRUST CORP	1.14%	1.3M	32.57M	-10.82K	-0.82%
Sep 30, 2025	MORGAN STANLEY	1.14%	1.31M	32.63M	-238.16K	-15.41%
Sep 30, 2025	RIVER ROAD ASSET MANAGEMENT, LLC	1.5%	1.72M	42.99M	-16.39K	-0.94%
Sep 30, 2025	WOODLINE PARTNERS LP	2.12%	2.43M	60.67M	1.62M	+198.95%
Sep 30, 2025	JPMORGAN CHASE & CO	2.99%	3.43M	85.57M	52.83K	+1.57%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	5.17%	5.92M	147.88M	30.95K	+0.53%
Sep 30, 2025	VANGUARD GROUP INC	12.1%	13.86M	346.01M	-986.2K	-6.64%
Sep 30, 2025	BLACKROCK, INC.	17.79%	20.38M	508.77M	472.99K	+2.38%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.33%	380K	9.49M	0	0
Sep 30, 2025	VERITION FUND MANAGEMENT LLC	0.33%	380.17K	9.49M	42.95K	+12.74%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.34%	383.75K	9.58M	-8.74K	-2.23%
Sep 30, 2025	RHUMBLINE ADVISERS	0.34%	389.31K	9.72M	2.02K	+0.52%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.36%	415.87K	10.38M	135.57K	+48.36%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.33%	2.66M	66.56M	-45.15K	-1.67%
Sep 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	1.06%	1.21M	30.28M	201.7K	+19.95%
Sep 30, 2025	MACQUARIE GROUP LTD	2.77%	3.17M	79.08M	-266.99K	-7.78%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.13%	1.29M	31.85M	56.68K	+4.60%
Jun 30, 2025	BLACKROCK, INC.	17.38%	19.9M	491.79M	2.19M	+12.39%
Jun 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.88%	1.01M	24.98M	-248.56K	-19.73%
Jun 30, 2025	WOODLINE PARTNERS LP	0.71%	812.7K	20.08M	812.7K	+100.00%
Jun 30, 2025	FREESTONE GROVE PARTNERS LP	0.45%	518.15K	12.8M	315.32K	+155.47%
Jun 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.3%	349.03K	8.62M	313.17K	+873.08%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.29%	337.21K	8.33M	259.94K	+336.42%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.29%	336.57K	8.32M	-112.04K	-24.97%
Jun 30, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.26%	301.91K	7.46M	-399.53K	-56.96%
Jun 30, 2025	PORTOLAN CAPITAL MANAGEMENT, LLC	0.15%	170.19K	4.21M	170.19K	+100.00%
Jun 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.12%	141.19K	3.49M	-34.23K	-19.51%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	3.68%	4.21M	104.03M	300.87K	+7.70%
Jun 30, 2025	WESTWOOD HOLDINGS GROUP INC	3.26%	3.73M	92.2M	524.11K	+16.34%
Jun 30, 2025	RIVER ROAD ASSET MANAGEMENT, LLC	1.52%	1.74M	47.96M	-19.94K	-1.13%
Jun 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.41%	467.11K	11.54M	5.49K	+1.19%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.38%	437.53K	10.81M	32.2K	+7.94%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.36%	417.17K	10.31M	132.84K	+46.72%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.34%	392.48K	9.7M	3.85K	+0.99%
Jun 30, 2025	RHUMBLINE ADVISERS	0.34%	387.29K	9.57M	-15.58K	-3.87%
Jun 30, 2025	MORGAN STANLEY	1.35%	1.55M	38.18M	252.43K	+19.53%
Jun 30, 2025	PALISADE CAPITAL MANAGEMENT, LP	1.03%	1.18M	29.2M	-45.01K	-3.67%
Jun 30, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	0.67%	765.83K	18.92M	-65.51K	-7.88%
Jun 30, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.54%	623.62K	15.41M	41.25K	+7.08%
Jun 30, 2025	ABRDN PLC	0.49%	559.29K	13.94M	112.53K	+25.19%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.46%	528.18K	13.05M	11.53K	+2.23%
Jun 30, 2025		0.77%	883.19K	21.82M	251.82K	+39.88%
Jun 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.19%	218.42K	5.4M	218.42K	+100.00%
Jun 30, 2025	ALGERT GLOBAL LLC	0.16%	188.46K	4.66M	175.1K	+1,310.61%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.12%	142.6K	3.52M	9.82K	+7.40%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	5.14%	5.89M	145.57M	-416.5K	-6.60%
Jun 30, 2025	STATE STREET CORP	5.01%	5.74M	141.75M	-612.69K	-9.65%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.45%	514.52K	12.71M	514.52K	+100.00%
Jun 30, 2025	TWIN TREE MANAGEMENT, LP	0.45%	510.4K	12.61M	-84.1K	-14.15%
Jun 30, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.44%	500.64K	12.37M	-82.37K	-14.13%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.4%	457.1K	11.3M	-5.19K	-1.12%
Jun 30, 2025	MACQUARIE GROUP LTD	3%	3.43M	84.85M	955.32K	+38.54%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.75%	861.3K	21.28M	-575	-0.07%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.45%	518.16K	12.8M	-328.68K	-38.81%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.33%	380K	9.39M	0	0
Jun 30, 2025	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.33%	376.01K	9.29M	46.9K	+14.25%
Jun 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.27%	307.41K	7.6M	-215.56K	-41.22%
Jun 30, 2025	PEKIN HARDY STRAUSS, INC.	0.27%	305.01K	7.54M	118.29K	+63.35%
Jun 30, 2025	ROYCE & ASSOCIATES LP	0.25%	290.88K	7.19M	20.82K	+7.71%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.24%	280.3K	6.93M	3K	+1.08%
Jun 30, 2025	HITE HEDGE ASSET MANAGEMENT LLC	0.23%	268.02K	6.62M	-1.2M	-81.76%
Jun 30, 2025	DENALI ADVISORS LLC	0.23%	261.9K	6.47M	89.56K	+51.96%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.21%	236.22K	5.84M	236.22K	+100.00%
Jun 30, 2025	CAPTION MANAGEMENT, LLC	0.16%	177.5K	4.39M	27.5K	+18.33%
Jun 30, 2025	MOODY ALDRICH PARTNERS LLC	0.15%	177.05K	4.37M	41.99K	+31.09%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.15%	172.56K	4.26B	26.64K	+18.26%
Jun 30, 2025	PEAK6 LLC	0.15%	172.5K	4.26M	-19K	-9.92%
Jun 30, 2025	HOLOCENE ADVISORS, LP	0.15%	171.34K	4.23M	98.4K	+134.92%
Jun 30, 2025	AVENTAIL CAPITAL GROUP, LP	0.15%	167.5K	4.14M	0	0
Jun 30, 2025	CSM ADVISORS, LLC	0.15%	167.25K	4.13M	167.25K	+100.00%
Jun 30, 2025	PEREGRINE CAPITAL MANAGEMENT LLC	0.14%	163.52K	4.04M	668	+0.41%
Jun 30, 2025	EVOKE WEALTH, LLC	0.14%	156.3K	3.86M	8.09K	+5.46%
Jun 30, 2025	JPMORGAN CHASE & CO	2.95%	3.37M	83.37M	-893.03K	-20.93%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.95%	1.08M	26.75M	699.12K	+182.39%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.94%	1.08M	26.73M	-100.63K	-8.51%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.89%	1.02M	25.18M	1.02M	+100.00%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.71%	817.07K	20.19M	106.21K	+14.94%
Jun 30, 2025	JANE STREET GROUP, LLC	0.67%	763.86K	18.88M	123.98K	+19.38%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.64%	737.22K	18.22M	227.1K	+44.52%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.51%	584.21K	14.44M	150.38K	+34.66%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.5%	567.52K	14.02M	-86.18K	-13.18%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.49%	563.31K	13.92M	63.46K	+12.70%
Jun 30, 2025	SEI INVESTMENTS CO	0.48%	546.94K	13.51M	40.29K	+7.95%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.47%	533.44K	13.18M	-484.26K	-47.58%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.95%	1.09M	26.89M	-796.3K	-42.25%
Jun 30, 2025	VANGUARD GROUP INC	12.96%	14.84M	366.78M	-426.04K	-2.79%
Jun 30, 2025	NUVEEN, LLC	0.77%	883.19K	21.82M	251.82K	+39.88%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.37%	2.71M	66.98M	17.93K	+0.67%
Jun 30, 2025	INVESCO LTD.	2%	2.29M	56.57M	415.45K	+22.17%
Jun 30, 2025	CITADEL ADVISORS LLC	1.26%	1.44M	35.59M	-976.88K	-40.42%
Jun 30, 2025	NORTHERN TRUST CORP	1.15%	1.32M	32.5M	-83.26K	-5.95%
Jun 30, 2025	FIRST TRUST ADVISORS LP	1.15%	1.31M	32.41M	-306.07K	-18.92%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1%	1.14M	28.27M	204.51K	+21.77%
Mar 31, 2025		0.55%	631.37K	18.91M	631.37K	+100.00%
Mar 31, 2025	WESTWOOD HOLDINGS GROUP INC	2.8%	3.21M	96.06M	1.09M	+51.41%
Mar 31, 2025	VANGUARD GROUP INC	13.33%	15.27M	457.32M	69.93K	+0.46%
Mar 31, 2025	BLACKROCK, INC.	15.46%	17.71M	530.36M	-356.89K	-1.98%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.75%	861.88K	25.81M	342.57K	+65.97%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.03%	1.18M	35.41M	-52.43K	-4.25%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.82%	939.54K	28.14M	428.08K	+83.70%
Mar 31, 2025	RIVER ROAD ASSET MANAGEMENT, LLC	1.54%	1.76M	52.65M	-10.33K	-0.58%
Mar 31, 2025	GLENMEDE TRUST CO NA	0.37%	423.99K	12.7M	-12.4K	-2.84%
Mar 31, 2025	SEI INVESTMENTS CO	0.44%	506.65K	15.17M	64.79K	+14.66%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.45%	510.12K	15.28M	-841.19K	-62.25%
Mar 31, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.51%	582.37K	17.44M	22.13K	+3.95%
Mar 31, 2025	TWIN TREE MANAGEMENT, LP	0.52%	594.5K	17.81M	159.5K	+36.67%
Mar 31, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.61%	701.44K	21.01M	-32.1K	-4.38%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.74%	846.84K	25.36M	846.84K	+100.00%
Mar 31, 2025	FIRST TRUST ADVISORS LP	1.41%	1.62M	48.44M	-1.07M	-39.72%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.89%	1.02M	30.48M	-4.61K	-0.45%
Mar 31, 2025	MORGAN STANLEY	1.13%	1.29M	38.71M	-120.21K	-8.51%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.38%	433.83K	12.99M	317.42K	+272.67%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.35%	405.33K	12.14M	120.28K	+42.19%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.57%	653.71K	19.58M	17.88K	+2.81%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.62%	710.87K	21.29M	-463.87K	-39.49%
Mar 31, 2025	FRONTIER CAPITAL MANAGEMENT CO LLC	0.73%	831.33K	24.9M	-386.31K	-31.73%
Mar 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.46%	522.97K	15.66M	522.97K	+100.00%
Mar 31, 2025	STATE STREET CORP	5.54%	6.35M	190.16M	237.56K	+3.89%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	5.51%	6.31M	188.9M	-245.24K	-3.74%
Mar 31, 2025	JPMORGAN CHASE & CO	3.73%	4.27M	127.8M	-365.13K	-7.88%
Mar 31, 2025	CITADEL ADVISORS LLC	2.11%	2.42M	72.39M	788.18K	+48.39%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	1.65%	1.88M	56.44M	1.54M	+443.00%
Mar 31, 2025	INVESCO LTD.	1.64%	1.87M	56.12M	1.18M	+169.44%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.35%	2.69M	80.65M	13.05K	+0.49%
Mar 31, 2025	MACQUARIE GROUP LTD	2.16%	2.48M	74.23M	60.95K	+2.52%
Mar 31, 2025	CHANNING CAPITAL MANAGEMENT, LLC	1.36%	1.56M	46.68M	391.54K	+33.55%
Mar 31, 2025	HITE HEDGE ASSET MANAGEMENT LLC	1.28%	1.47M	44.01M	1.47M	+100.00%
Mar 31, 2025	NORTHERN TRUST CORP	1.22%	1.4M	41.88M	-51.09K	-3.52%
Mar 31, 2025	CONGRESS ASSET MANAGEMENT CO /MA	1.1%	1.26M	37.73M	172.16K	+15.83%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.08%	1.23M	36.9M	-23.74K	-1.89%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.44%	499.85K	14.97M	-45.11K	-8.28%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.4%	462.29K	13.85M	126.99K	+37.87%
Mar 31, 2025	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.51%	583.01K	17.46M	25.04K	+4.49%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.45%	516.65K	15.47M	-52.47K	-9.22%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.39%	448.61K	13.44M	150.05K	+50.26%
Mar 31, 2025	JANE STREET GROUP, LLC	0.56%	639.88K	19.16M	533K	+498.68%
Mar 31, 2025	UBS GROUP AG	0.4%	461.04K	13.81M	-12.72K	-2.68%
Mar 31, 2025	ABRDN PLC	0.39%	446.76K	13.36M	64.65K	+16.92%
Mar 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.4%	461.62K	13.83M	128.03K	+38.38%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.6%	687.86K	20.6M	-31.1K	-4.33%
Mar 31, 2025	PALISADE CAPITAL MANAGEMENT, LP	1.07%	1.23M	36.75M	383.62K	+45.49%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	3.41%	3.91M	117.07M	226.91K	+6.16%
Mar 31, 2025	RHUMBLINE ADVISERS	0.35%	402.87K	12.07M	9K	+2.29%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	1.41%	1.67M	83.45M	-26.5K	-1.56%
Mar 31, 2024	FRONTIER CAPITAL MANAGEMENT CO LLC	2.27%	2.7M	134.38M	-274.78K	-9.25%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.33%	2.76M	137.67M	-215.86K	-7.25%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.91%	1.08M	53.95M	57.28K	+5.59%
Mar 31, 2024	INVESCO LTD.	0.93%	1.11M	55.22M	602	+0.05%
Mar 31, 2024	CITADEL ADVISORS LLC	0.95%	1.13M	56.18M	1.08M	+2,445.98%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1%	1.18M	58.93M	-410.92K	-25.79%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.18%	2.58M	128.8M	50.5K	+1.99%
Mar 31, 2024	PACER ADVISORS, INC.	3.14%	3.73M	186M	3.73M	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	3.44%	4.08M	203.39M	443.32K	+12.19%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	5.02%	5.96M	296.97M	447.82K	+8.13%
Mar 31, 2024	VANGUARD GROUP INC	11.99%	14.22M	709.08M	-113.61K	-0.79%
Mar 31, 2024	BLACKROCK INC.	16.8%	19.94M	993.98M	-240.39K	-1.19%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.97%	2.33M	116.31M	413.38K	+21.53%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.32%	1.56M	77.95M	216.78K	+16.09%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.62%	1.93M	96.03M	1.75M	+972.57%
Mar 31, 2024	MACQUARIE GROUP LTD	1.8%	2.14M	106.62M	-84.18K	-3.79%
Mar 31, 2024	WESTWOOD HOLDINGS GROUP INC	1.31%	1.55M	77.37M	258.73K	+20.01%
Mar 31, 2024	NORTHERN TRUST CORP	1.13%	1.34M	67.02M	-50.62K	-3.63%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.12%	1.33M	66.35M	-66.18K	-4.74%
Mar 31, 2024	FIRST TRUST ADVISORS LP	1.05%	1.24M	61.98M	166.06K	+15.42%
Mar 31, 2024	CONGRESS ASSET MANAGEMENT CO /MA	0.86%	1.02M	50.9M	143.29K	+16.33%
Mar 31, 2024	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.85%	1.01M	50.29M	-1.83K	-0.18%
Mar 31, 2024	CHANNING CAPITAL MANAGEMENT, LLC	0.83%	979.87K	48.85M	47.43K	+5.09%
Mar 31, 2024	PALISADE CAPITAL MANAGEMENT, LP	0.81%	964.36K	48.07M	-24.37K	-2.46%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.78%	925.68K	46.15M	283.24K	+44.09%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.71%	842.96K	42.02M	91.51K	+12.18%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.64%	764.12K	38.09M	124.45K	+19.46%
Mar 31, 2024	GW&K INVESTMENT MANAGEMENT, LLC	0.57%	680.04K	33.9M	-5.02K	-0.73%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.56%	661.23K	32.96M	124.94K	+23.30%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.54%	639.68K	31.89M	33.21K	+5.48%
Mar 31, 2024	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.5%	590.12K	29.42M	543.62K	+1,169.08%
Mar 31, 2024	TWIN TREE MANAGEMENT, LP	0.49%	585.9K	29.21M	585.9K	+100.00%
Mar 31, 2024	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.48%	567.73K	28.3M	-6.4K	-1.11%
Mar 31, 2024	WEDGE CAPITAL MANAGEMENT L L P/NC	0.48%	565.84K	28.21M	-63.79K	-10.13%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.47%	557.16K	27.77M	62.42K	+12.62%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0.44%	524.92K	26.17M	340.15K	+184.10%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.41%	490.35K	24.44M	94.05K	+23.73%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.41%	489.9K	24.42M	-21.52K	-4.21%
Mar 31, 2024	ABRDN PLC	0.38%	455.45K	22.7M	-10.56K	-2.27%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.37%	443.63K	22.12M	-18.56K	-4.02%
Mar 31, 2024	GLENMEDE TRUST CO NA	0.35%	418.67K	20.87M	29.3K	+7.53%
Mar 31, 2024	RHUMBLINE ADVISERS	0.34%	407.21K	20.3M	-8.58K	-2.06%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.33%	387.64K	19.32M	69.71K	+21.93%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.32%	381.87K	19.04M	-672	-0.18%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.29%	347.94K	17.35M	-242.14K	-41.03%
Mar 31, 2024	FMR LLC	0.28%	337.92K	16.85M	-51.26K	-13.17%
Mar 31, 2024	STATE STREET CORP	5.27%	6.25M	311.74M	-421.11K	-6.31%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.27%	323K	15.85M	0	0
Mar 31, 2024	OSLO ASSET MANAGEMENT AS	0.27%	320.11K	15.96M	-30K	-8.57%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.26%	303.07K	15.11M	37.57K	+14.15%
Mar 31, 2024	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.22%	263.84K	13.15M	23.6K	+9.82%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.2%	243.23K	12.13M	-418	-0.17%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.2%	237.15K	11.82M	-4.22K	-1.75%
Mar 31, 2024	SWISS NATIONAL BANK	0.19%	229.7K	11.45M	-4.2K	-1.80%
Mar 31, 2024	MACKENZIE FINANCIAL CORP	0.19%	225.67K	11.25M	-50.38K	-18.25%
Mar 31, 2024	PEKIN HARDY STRAUSS, INC.	0.18%	218.54K	10.89M	-7.45K	-3.30%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.18%	218K	10.87M	-4.67K	-2.10%
Mar 31, 2024	ALGERT GLOBAL LLC	0.18%	217.57K	10.85M	-41.63K	-16.06%
Mar 31, 2024	HODGES CAPITAL MANAGEMENT INC.	0.18%	211.2K	10.53K	-346.83K	-62.15%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.17%	205.19K	10.23M	117.43K	+133.80%
Mar 31, 2024	UBS GROUP AG	0.16%	192.92K	9.62M	41.78K	+27.64%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.16%	192.76K	9.61M	108.1K	+127.68%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.16%	184.94K	9.35M	-1.5K	-0.81%
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.15%	177.7K	8.86M	-1K	-0.56%
Mar 31, 2024	RIVER ROAD ASSET MANAGEMENT, LLC	1.48%	1.76M	87.67M	-80.22K	-4.36%
Mar 31, 2024	MORGAN STANLEY	1.13%	1.34M	66.79M	-156.41K	-10.45%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	1.63%	1.92M	74.33M	372.45K	+24.07%
Dec 31, 2023	MACQUARIE GROUP LTD	1.89%	2.22M	86.07M	62.42K	+2.89%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.15%	2.53M	98.09M	80.55K	+3.28%
Dec 31, 2023	FRONTIER CAPITAL MANAGEMENT CO LLC	2.52%	2.97M	115.02M	-483.16K	-13.99%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.53%	2.98M	115.29M	2.98M	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	3.09%	3.64M	140.82M	1.79M	+96.71%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	4.68%	5.51M	213.33M	493.43K	+9.84%
Dec 31, 2023	STATE STREET CORP	5.66%	6.67M	258.44M	290.36K	+4.55%
Dec 31, 2023	VANGUARD GROUP INC	12.17%	14.34M	555.17M	-154.44K	-1.07%
Dec 31, 2023	BLACKROCK INC.	17.13%	20.18M	781.36M	-63.54K	-0.31%
Dec 31, 2023	RIVER ROAD ASSET MANAGEMENT, LLC	1.56%	1.84M	71.21M	-439.77K	-19.30%
Dec 31, 2023	BARCLAYS PLC	0.23%	276.21K	10.7M	-50.7K	-15.51%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.27%	317.93K	12.31M	317.93K	+100.00%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.27%	323K	12.63M	0	0
Dec 31, 2023	OSLO ASSET MANAGEMENT AS	0.3%	350.11K	13.56M	0	0
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.32%	382.54K	14.81M	-8.12K	-2.08%
Dec 31, 2023	FMR LLC	0.33%	389.18K	15.07M	-24.07K	-5.82%
Dec 31, 2023	GLENMEDE TRUST CO NA	0.33%	389.37K	15.08M	-9.14K	-2.29%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.34%	396.29K	15.34M	54.39K	+15.91%
Dec 31, 2023	RHUMBLINE ADVISERS	0.35%	415.78K	16.1M	-10.06K	-2.36%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.39%	462.19K	17.9M	-3.33K	-0.72%
Dec 31, 2023	ABRDN PLC	0.4%	466.01K	18.04M	-21.09K	-4.33%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.42%	494.74K	19.16M	-1.77M	-78.13%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.43%	511.42K	19.8M	511.42K	+100.00%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.64%	751.45K	29.1M	213.87K	+39.78%
Dec 31, 2023	SIR CAPITAL MANAGEMENT, L.P.	0.57%	667.6K	25.85M	121.9K	+22.34%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.55%	642.44K	24.88M	-38.39K	-5.64%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.54%	639.67K	24.77M	9.36K	+1.49%
Dec 31, 2023	HODGES CAPITAL MANAGEMENT INC.	0.47%	558.03K	21.61M	331.06K	+145.86%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.46%	536.3K	20.77M	96.9K	+22.05%
Dec 31, 2023	WEDGE CAPITAL MANAGEMENT L L P/NC	0.53%	629.63K	24.38M	94.42K	+17.64%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.51%	606.47K	23.48M	-68.51K	-10.15%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.19%	1.4M	54.1M	-6.29K	-0.45%
Dec 31, 2023	NORTHERN TRUST CORP	1.18%	1.4M	54.02M	14.85K	+1.08%
Dec 31, 2023	AVENTAIL CAPITAL GROUP, LP	1.18%	1.39M	53.85M	974.47K	+234.06%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.14%	1.35M	52.15M	-120.86K	-8.23%
Dec 31, 2023	WESTWOOD HOLDINGS GROUP INC	1.1%	1.29M	50.08M	1.29M	+100.00%
Dec 31, 2023	INVESCO LTD.	0.94%	1.11M	42.87M	-947.31K	-46.11%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.91%	1.08M	41.71M	198.47K	+22.59%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.87%	1.03M	39.69M	-138.27K	-11.89%
Dec 31, 2023	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.86%	1.01M	39.13M	-21.73K	-2.11%
Dec 31, 2023	PALISADE CAPITAL MANAGEMENT, LP	0.84%	988.72K	38.28M	-114.44K	-10.37%
Dec 31, 2023	CHANNING CAPITAL MANAGEMENT, LLC	0.79%	932.44K	36.1M	-240.11K	-20.48%
Dec 31, 2023	CONGRESS ASSET MANAGEMENT CO /MA	0.75%	877.74K	33.99M	785.22K	+848.73%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.5%	590.08K	22.85M	-198.02K	-25.13%
Dec 31, 2023	TRIBUTARY CAPITAL MANAGEMENT, LLC	0.49%	574.12K	22.23M	123.13K	+27.30%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	1.44%	1.7M	65.84M	75K	+4.61%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.35%	1.59M	61.68M	64.78K	+4.24%
Dec 31, 2023	MORGAN STANLEY	1.27%	1.5M	57.93M	49.49K	+3.42%
Dec 31, 2023	GW&K INVESTMENT MANAGEMENT, LLC	0.58%	685.06K	26.53M	-23.91K	-3.37%

Insiders

Insiders	Designation	Shares Held
VOGEL HERBERT S	President & CEO	488.1K
COPELAND DAVID W	EVP & General Counsel	228.54K
OTTOSON JAVAN D	President & CEO	219.53K
KNOTT KENNETH J.	SVP - Bus Dev & Land	114.5K
SULLIVAN WILLIAM D	director	89.16K
QUINTANA JULIO M	director	89.03K
PERU RAMIRO G	director	82.54K
GARDINER WILLIAM J	director	56.14K
LEIKER LOREN M	director	44.53K
LEYENDECKER GREGORY T	Sr. VP & Regional Manager	42.78K
WHITCOMB DAVID J.	VP - Marketing	39.93K
ROBESON ROSE M	director	33.38K
JENKINS RICHARD A.	Senior Vice President - Utah	23.67K
BROOKMAN BARTON R JR	director	14.67K
LUTEY MARY ELLEN	SVP - Expl., Development & EHS	12.47K
LYTLE PATRICK A	VP - Chief Accounting Officer	8.36K
SEIDL JOHN M	director	3.01K
LEBECK JAMES BARKER	EVP & General Counsel	256

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 17, 2025	JENKINS RICHARD A.	SALE	28.49	7.73K	220.11K	23.67K
May 06, 2025	VOGEL HERBERT S	PURCHASE	21.32	1K	21.32K	488.1K
Mar 04, 2025	PERU RAMIRO G	PURCHASE	28.72	5K	143.6K	82.54K
Mar 03, 2025	VOGEL HERBERT S	PURCHASE	29.67	500	14.84K	487.1K
Feb 26, 2025	BROOKMAN BARTON R JR	PURCHASE	32.36	7K	226.52K	14.67K
Feb 25, 2025	VOGEL HERBERT S	PURCHASE	33.66	500	16.83K	486.6K
Feb 24, 2025	VOGEL HERBERT S	PURCHASE	33.98	500	16.99K	486.1K
Aug 26, 2024	LYTLE PATRICK A	SALE	47.45	6.06K	287.5K	8.36K
Aug 16, 2024	ROBESON ROSE M	SALE	45.50	10K	455K	33.38K
Aug 16, 2024	LEBECK JAMES BARKER	SALE	45.43	4.49K	203.84K	256
May 21, 2024	KNOTT KENNETH J.	SALE	50.28	16K	804.48K	114.5K
May 20, 2024	SULLIVAN WILLIAM D	SALE	49.32	60K	2.96M	89.16K
Mar 01, 2024	LUTEY MARY ELLEN	SALE	44.50	43.51K	1.94M	12.47K
Aug 30, 2023	QUINTANA JULIO M	SALE	42.06	44K	1.85M	89.03K
Aug 29, 2023	PERU RAMIRO G	SALE	41.14	15.67K	644.66K	73.69K
Aug 23, 2023	ROBESON ROSE M	SALE	39.65	30K	1.19M	39.53K
Aug 07, 2023	LYTLE PATRICK A	SALE	38.46	6.49K	249.76K	10.1K
Mar 15, 2023	VOGEL HERBERT S	PURCHASE	25.63	1K	25.63K	406.06K
Mar 09, 2023	VOGEL HERBERT S	PURCHASE	29.15	1K	29.15K	405.06K
Mar 08, 2023	VOGEL HERBERT S	PURCHASE	29.48	1K	29.48K	404.06K
Mar 07, 2023	VOGEL HERBERT S	PURCHASE	30.78	1K	30.78K	403.06K
Mar 06, 2023	VOGEL HERBERT S	PURCHASE	31.35	1K	31.35K	402.06K
Sep 09, 2022	COPELAND DAVID W	SALE	46.23	10K	462.3K	228.54K
Sep 09, 2022	LYTLE PATRICK A	SALE	45.61	8.66K	394.89K	12.46K
May 31, 2022	COPELAND DAVID W	SALE	51.23	5K	256.15K	188.72K
May 26, 2022	COPELAND DAVID W	SALE	45.07	20K	901.4K	193.72K
May 25, 2022	COPELAND DAVID W	SALE	43.00	20K	860K	213.72K
Apr 18, 2022	WHITCOMB DAVID J.	SALE	42.07	7.1K	298.7K	39.93K
Mar 21, 2022	LUTEY MARY ELLEN	SALE	39.22	10K	392.16K	72.57K
Mar 21, 2022	WHITCOMB DAVID J.	SALE	39.45	9.25K	365.07K	84.7K
Mar 08, 2022	LUTEY MARY ELLEN	SALE	39.97	9.53K	381.03K	35.16K
Mar 08, 2022	PERU RAMIRO G	SALE	40.60	30K	1.22M	79.19K
Mar 08, 2022	LYTLE PATRICK A	SALE	42.01	6.78K	284.66K	8.39K
Nov 05, 2021	SULLIVAN WILLIAM D	SALE	35.74	55K	1.97M	139.81K
Nov 02, 2021	LYTLE PATRICK A	SALE	36.74	12.54K	460.83K	13.3K
Nov 02, 2021	ROBESON ROSE M	SALE	36.72	15K	550.8K	59.37K
Jun 23, 2021	KNOTT KENNETH J.	SALE	25.00	12.26K	306.43K	60.93K
Jun 01, 2021	KNOTT KENNETH J.	SALE	22.50	1.71K	38.57K	73.19K
Feb 23, 2021	ROBESON ROSE M	SALE	12.96	4K	51.84K	66.33K
Mar 10, 2020	QUINTANA JULIO M	PURCHASE	2.00	40K	80K	105.55K
Mar 09, 2020	PERU RAMIRO G	PURCHASE	1.43	15K	21.45K	74.12K
Mar 09, 2020	COPELAND DAVID W	PURCHASE	1.54	10K	15.4K	155.91K
Mar 06, 2020	PERU RAMIRO G	PURCHASE	4.20	7.5K	31.5K	59.12K
Mar 06, 2020	COPELAND DAVID W	PURCHASE	4.26	15K	63.9K	145.91K
Mar 04, 2020	COPELAND DAVID W	PURCHASE	5.84	5K	29.2K	130.91K
Mar 04, 2020	OTTOSON JAVAN D	PURCHASE	5.81	8K	46.48K	219.53K
Mar 03, 2020	WHITCOMB DAVID J.	PURCHASE	5.93	10K	59.3K	65.42K
Mar 03, 2020	VOGEL HERBERT S	PURCHASE	5.76	2K	11.52K	78.65K
Feb 25, 2020	COPELAND DAVID W	PURCHASE	7.00	5K	35K	125.91K
Feb 24, 2020	PERU RAMIRO G	PURCHASE	7.67	7.5K	57.53K	51.62K
Feb 24, 2020	COPELAND DAVID W	PURCHASE	7.68	5K	38.4K	120.91K
May 29, 2019	VOGEL HERBERT S	PURCHASE	12.41	2K	24.81K	59.03K
May 24, 2019	COPELAND DAVID W	PURCHASE	12.71	10K	127.12K	106.45K
May 07, 2019	OTTOSON JAVAN D	PURCHASE	14.63	5K	73.15K	182.13K
Jun 08, 2017	OTTOSON JAVAN D	PURCHASE	16.77	200	3.35K	143.3K
Jun 08, 2017	VOGEL HERBERT S	PURCHASE	16.80	600	10.08K	32.64K
Mar 13, 2017	VOGEL HERBERT S	PURCHASE	21.84	1K	21.84K	32.04K
Mar 08, 2017	ROBESON ROSE M	PURCHASE	23.36	1K	23.36K	17.38K
Mar 08, 2017	QUINTANA JULIO M	PURCHASE	24.59	20K	491.8K	48.43K
Mar 08, 2017	VOGEL HERBERT S	PURCHASE	23.09	2K	46.19K	31.04K
Mar 08, 2017	SULLIVAN WILLIAM D	PURCHASE	24.31	4.8K	116.7K	75.28K
Mar 08, 2017	PERU RAMIRO G	PURCHASE	23.40	1.5K	35.09K	18.21K
Mar 08, 2017	LEIKER LOREN M	PURCHASE	24.57	20K	491.47K	44.53K
Feb 27, 2017	COPELAND DAVID W	PURCHASE	25.22	10K	252.2K	86.45K
Feb 27, 2017	SULLIVAN WILLIAM D	PURCHASE	25.69	9.8K	251.76K	70.28K
Feb 27, 2017	OTTOSON JAVAN D	PURCHASE	25.22	5K	126.1K	143.1K
Feb 27, 2017	VOGEL HERBERT S	PURCHASE	25.70	400	10.28K	28.44K
Feb 27, 2017	PERU RAMIRO G	PURCHASE	25.42	1K	25.42K	16.71K
Sep 29, 2016	KNOTT KENNETH J.	SALE	40.00	661	26.44K	43.42K
Mar 01, 2016	VOGEL HERBERT S	PURCHASE	8.39	2K	16.79K	21.45K
Feb 29, 2016	VOGEL HERBERT S	PURCHASE	9.04	2K	18.09K	19.45K
Feb 29, 2016	OTTOSON JAVAN D	PURCHASE	9.00	2.5K	22.5K	131.3K
Feb 26, 2016	VOGEL HERBERT S	PURCHASE	8.48	2K	16.96K	17.45K
Feb 26, 2016	OTTOSON JAVAN D	PURCHASE	8.38	2.5K	20.95K	128.8K
Feb 25, 2016	OTTOSON JAVAN D	PURCHASE	7.46	1K	7.46K	124.8K
Dec 08, 2015	COPELAND DAVID W	PURCHASE	23.04	10K	230.42K	72.28K
Jun 09, 2015	VOGEL HERBERT S	PURCHASE	48.29	1K	48.29K	8.74K
Jun 08, 2015	VOGEL HERBERT S	PURCHASE	48.28	1K	48.28K	7.74K
Mar 02, 2015	SEIDL JOHN M	SALE	46.78	3.5K	163.75K	3.01K
Nov 19, 2014	VOGEL HERBERT S	PURCHASE	50.55	1K	50.55K	6.54K
Nov 18, 2014	GARDINER WILLIAM J	SALE	50.84	9.77K	496.79K	56.14K
Nov 14, 2014	COPELAND DAVID W	PURCHASE	51.54	5K	257.69K	54.56K
Nov 13, 2014	PERU RAMIRO G	PURCHASE	51.49	4K	205.98K	5.75K
Aug 01, 2014	SEIDL JOHN M	SALE	77.77	2.02K	157.1K	6.51K
Jul 16, 2014	LEYENDECKER GREGORY T	SALE	78.13	1.93K	151.03K	42.78K
May 02, 2014	SEIDL JOHN M	SALE	75.33	784	59.06K	6.22K
Feb 25, 2014	VOGEL HERBERT S	PURCHASE	71.50	1K	71.5K	3.12K
Feb 21, 2014	COPELAND DAVID W	PURCHASE	72.13	3.5K	252.44K	46.07K
Feb 21, 2014	OTTOSON JAVAN D	PURCHASE	71.94	1K	71.94K	94.36K
Jan 02, 2014	KNOTT KENNETH J.	SALE	83.48	883	73.71K	34.02K
Dec 03, 2013	LUTEY MARY ELLEN	SALE	90.65	4.69K	424.98K	23.98K

SM Stock Ownership Breakdown

SM Energy

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions