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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.
About 13.4% of SMTI shares are held by financial institutions. VANGUARD FIDUCIARY TRUST CO is the top corporate investor, holding 25.38K shares valued at $435.94K. A 0.29% stake in Sanara MedTech Inc. is owned by the company. BNP PARIBAS ARBITRAGE, SNC owns 27.7K shares valued at $475.85K, which translates its holding of 0.32% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Mar 31, 2026 | VANGUARD FIDUCIARY TRUST CO | 0.29% | 25.38K | 435.94K | 25.38K | +100.00% |
| Mar 31, 2026 | BNP PARIBAS ARBITRAGE, SNC | 0.32% | 27.7K | 475.85K | 23.35K | +536.88% |
| Mar 31, 2026 | NORTHERN TRUST CORP | 0.39% | 33.26K | 571.34K | 1.19K | +3.71% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0.45% | 38.58K | 662.87K | 23.37K | +153.56% |
| Mar 31, 2026 | RENAISSANCE TECHNOLOGIES LLC | 0.75% | 64.68K | 1.11M | 27.08K | +72.01% |
| Mar 31, 2026 | AMALGAMATED BANK | 0% | 0 | - | -95 | -100.00% |
| Mar 31, 2026 | ACADIAN ASSET MANAGEMENT LLC | 0% | 0 | - | -1.28K | -100.00% |
| Mar 31, 2026 | DIMENSIONAL FUND ADVISORS LP | 0% | 0 | - | -13.15K | -100.00% |
| Mar 31, 2026 | SJS INVESTMENT CONSULTING INC. | 0% | 1 | 18 | 1 | +100.00% |
| Mar 31, 2026 | ROTHSCHILD INVESTMENT LLC | 0% | 9 | 155 | 9 | +100.00% |
| Mar 31, 2026 | FARTHER FINANCE ADVISORS, LLC | 0% | 13 | 224 | 13 | +100.00% |
| Mar 31, 2026 | TRUE WEALTH DESIGN, LLC | 0% | 19 | 327 | 18 | +1,800.00% |
| Mar 31, 2026 | STERLING CAPITAL MANAGEMENT LLC | 0% | 20 | 344 | 0 | 0 |
| Mar 31, 2026 | LEGAL & GENERAL GROUP PLC | 0% | 283 | 4.86K | -61 | -17.73% |
| Mar 31, 2026 | AMERITAS INVESTMENT PARTNERS, INC. | 0% | 313 | 5.38K | 0 | 0 |
| Mar 31, 2026 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 374 | 5.62K | 373 | +37,300.00% |
| Mar 31, 2026 | CITIGROUP INC | 0.01% | 581 | 9.98K | 169 | +41.02% |
| Mar 31, 2026 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 0.01% | 783 | 13.45K | 0 | 0 |
| Mar 31, 2026 | VANGUARD GLOBAL ADVISERS, LLC | 0.01% | 905 | 15.55K | 905 | +100.00% |
| Mar 31, 2026 | IFP ADVISORS, INC | 0% | 21 | 361 | 19 | +950.00% |
| Mar 31, 2026 | GAMMA INVESTING LLC | 0% | 80 | 1.37K | 80 | +100.00% |
| Mar 31, 2026 | UBS GROUP AG | 0.04% | 3.29K | 56.47K | -6.26K | -65.58% |
| Mar 31, 2026 | DEUTSCHE BANK AG\ | 0.05% | 3.99K | 68.46K | 0 | 0 |
| Mar 31, 2026 | JPMORGAN CHASE & CO | 0.07% | 6.29K | 108.76K | -717 | -10.23% |
| Mar 31, 2026 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.17% | 14.39K | 247.27K | 1.6K | +12.50% |
| Mar 31, 2026 | NUVEEN, LLC | 0.18% | 15.21K | 261.26K | 15.21K | +100.00% |
| Mar 31, 2026 | HSBC HOLDINGS PLC | 0.2% | 17.28K | 301.07K | 1.87K | +12.13% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 0.01% | 1.1K | 18.93K | -2.22K | -66.83% |
| Mar 31, 2026 | JANNEY MONTGOMERY SCOTT LLC | 0.2% | 17.53K | 301K | 0 | 0 |
| Mar 31, 2026 | SALEM INVESTMENT COUNSELORS INC | 0.22% | 19.2K | 329.86K | 8.3K | +76.20% |
| Mar 31, 2026 | BAIRD FINANCIAL GROUP, INC. | 0.24% | 21.08K | 362.07K | -739.22K | -97.23% |
| Mar 31, 2026 | CWM, LLC | 0.01% | 1.11K | 19.1K | 957 | +617.42% |
| Mar 31, 2026 | RHUMBLINE ADVISERS | 0.03% | 2.17K | 37.27K | -38 | -1.72% |
| Mar 31, 2026 | NEW YORK STATE COMMON RETIREMENT FUND | 0.03% | 2.43K | 41.8K | 0 | 0 |
| Mar 31, 2026 | RUSSELL INVESTMENTS GROUP, LTD. | 0% | 265 | 4.55K | 0 | 0 |
| Mar 31, 2026 | STONEBRIDGE WEALTH MANAGEMENT, LLC | 1.59% | 136.9K | 2.35M | 1.97K | +1.46% |
| Mar 31, 2026 | 0.21% | 18.13K | 311.47K | 18.13K | +100.00% | |
| Mar 31, 2026 | BLACKROCK, INC. | 2.65% | 228.77K | 3.93M | 14.89K | +6.96% |
| Dec 31, 2025 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0% | 187 | 4.37K | -103 | -35.52% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0% | 193 | 4.51K | 0 | 0 |
| Dec 31, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0% | 265 | 6.19K | 13 | +5.16% |
| Dec 31, 2025 | AMERITAS INVESTMENT PARTNERS, INC. | 0% | 313 | 7.31K | 0 | 0 |
| Dec 31, 2025 | LEGAL & GENERAL GROUP PLC | 0% | 344 | 8.03K | 0 | 0 |
| Dec 31, 2025 | CITIGROUP INC | 0% | 412 | 9.62K | 259 | +169.28% |
| Dec 31, 2025 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 0.01% | 783 | 18.28K | 0 | 0 |
| Dec 31, 2025 | ACADIAN ASSET MANAGEMENT LLC | 0.01% | 1.28K | 29K | 1.28K | +100.00% |
| Dec 31, 2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 1.45K | 33.81K | 44 | +3.13% |
| Dec 31, 2025 | FMR LLC | 0.02% | 1.63K | 38.06K | 1.36K | +510.49% |
| Dec 31, 2025 | RHUMBLINE ADVISERS | 0.03% | 2.21K | 51.55K | -919 | -29.39% |
| Dec 31, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.03% | 2.43K | 56.81K | 0 | 0 |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.04% | 3.32K | 77.57K | 1.46K | +78.12% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.04% | 3.72K | 86.77K | 535 | +16.82% |
| Dec 31, 2025 | DEUTSCHE BANK AG\ | 0.05% | 3.99K | 93.05K | 2.52K | +171.09% |
| Dec 31, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.1% | 8.7K | 204K | 2.1K | +31.83% |
| Dec 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.15% | 12.79K | 298.74K | 12.79K | +100.00% |
| Dec 31, 2025 | D. E. SHAW & CO., INC. | 0.17% | 14.3K | 333.98K | 14.3K | +100.00% |
| Dec 31, 2025 | NORTHERN TRUST CORP | 0.37% | 32.07K | 748.72K | -1.77K | -5.24% |
| Dec 31, 2025 | GAMMA INVESTING LLC | 0% | 0 | - | -11 | -100.00% |
| Dec 31, 2025 | STONEBRIDGE WEALTH MANAGEMENT, LLC | 1.56% | 134.93K | 3.15M | 20.35K | +17.76% |
| Dec 31, 2025 | HSBC HOLDINGS PLC | 0.18% | 15.41K | 364.54K | -464 | -2.92% |
| Dec 31, 2025 | SBI SECURITIES CO., LTD. | 0% | 0 | - | -2 | -100.00% |
| Dec 31, 2025 | BANK OF NEW YORK MELLON CORP | 0% | 0 | - | -13.04K | -100.00% |
| Dec 31, 2025 | WEALTHSPIRE ADVISORS, LLC | 0% | 0 | - | -6.11K | -100.00% |
| Dec 31, 2025 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0% | 0 | - | -7.1K | -100.00% |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 0% | 0 | - | -9.62K | -100.00% |
| Dec 31, 2025 | STEPHENS INC /AR/ | 0% | 0 | - | -12.79K | -100.00% |
| Dec 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 0 | - | -8 | -100.00% |
| Dec 31, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 1 | 23 | -15 | -93.75% |
| Dec 31, 2025 | ALLWORTH FINANCIAL LP | 0% | 5 | 117 | 5 | +100.00% |
| Dec 31, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 619 | 14.45K | 252 | +68.66% |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0.12% | 10.39K | 242.58K | 10.39K | +100.00% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.18% | 15.22K | 355.32K | 15.22K | +100.00% |
| Dec 31, 2025 | TRUE WEALTH DESIGN, LLC | 0% | 1 | 24 | 1 | +100.00% |
| Dec 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.11% | 9.22K | 215.31K | 0 | 0 |
| Dec 31, 2025 | UBS GROUP AG | 0.11% | 9.55K | 223.02K | 5.83K | +156.95% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.12% | 10.15K | 236.96K | -8.91K | -46.74% |
| Dec 31, 2025 | SALEM INVESTMENT COUNSELORS INC | 0.13% | 10.9K | 254.45K | 2.18K | +25.04% |
| Dec 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.15% | 13.15K | 307.15K | -11.3K | -46.22% |
| Dec 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.43% | 37.6K | 878.01K | -4.1K | -9.83% |
| Dec 31, 2025 | MARSHALL WACE, LLP | 0.56% | 48.61K | 1.14M | -17.46K | -26.43% |
| Dec 31, 2025 | SQUAREPOINT OPS LLC | 0.57% | 48.95K | 1.14M | 17.57K | +55.99% |
| Dec 31, 2025 | STATE STREET CORP | 0.72% | 62.29K | 1.45M | 690 | +1.12% |
| Dec 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.91% | 79.05K | 1.85M | 546 | +0.70% |
| Dec 31, 2025 | VANGUARD GROUP INC | 2.12% | 183.14K | 4.28M | 1.11K | +0.61% |
| Dec 31, 2025 | BLACKROCK, INC. | 2.47% | 213.87K | 4.99M | -21.41K | -9.10% |
| Dec 31, 2025 | BAIRD FINANCIAL GROUP, INC. | 8.79% | 760.29K | 17.75M | 760.29K | +100.00% |
| Dec 31, 2025 | NUVEEN, LLC | 0% | 0 | - | -20.75K | -100.00% |
| Dec 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.05% | 4.35K | 101.55K | 2.85K | +189.16% |
| Dec 31, 2025 | BARCLAYS PLC | 0.07% | 6.31K | 147.24K | -1.44K | -18.63% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 1.36% | 117.64K | 2.75M | 65.89K | +127.30% |
| Dec 31, 2025 | MORGAN STANLEY | 0.33% | 28.23K | 659.1K | 10.21K | +56.67% |
| Dec 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.2% | 17.53K | 409K | -2.5K | -12.48% |
| Dec 31, 2025 | SRS CAPITAL ADVISORS, INC. | 0% | 0 | - | -1 | -100.00% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0.08% | 7.01K | 163.61K | -4.05K | -36.63% |
| Dec 31, 2025 | MAI CAPITAL MANAGEMENT | 0% | 1 | 24 | 1 | +100.00% |
| Dec 31, 2025 | IFP ADVISORS, INC | 0% | 2 | 47 | 0 | 0 |
| Dec 31, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0% | 20 | 467 | 13 | +185.71% |
| Dec 31, 2025 | OPTIVER HOLDING B.V. | 0% | 62 | 1.45K | 0 | 0 |
| Dec 31, 2025 | AMALGAMATED BANK | 0% | 95 | 2K | -33 | -25.78% |
| Dec 31, 2025 | CWM, LLC | 0% | 155 | 4K | 70 | +82.35% |
| Sep 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.02% | 1.5K | 47.72K | 1.17K | +351.65% |
| Sep 30, 2025 | MORGAN STANLEY | 0.21% | 18.02K | 571.68K | -3.1K | -14.66% |
| Sep 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.28% | 24.46K | 776.05K | -8.52K | -25.83% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.22% | 19.05K | 604.58K | -3.72K | -16.33% |
| Sep 30, 2025 | MARSHALL WACE, LLP | 0.77% | 66.07K | 2.1M | -5.44K | -7.60% |
| Sep 30, 2025 | GAMMA INVESTING LLC | 0% | 11 | 349 | -2 | -15.38% |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 8 | 254 | 0 | 0 |
| Sep 30, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0% | 7 | 222 | -2 | -22.22% |
| Sep 30, 2025 | BLACKROCK, INC. | 2.73% | 235.29K | 7.47M | -8.21K | -3.37% |
| Sep 30, 2025 | VANGUARD GROUP INC | 2.11% | 182.03K | 5.78M | 6.05K | +3.44% |
| Sep 30, 2025 | STONEBRIDGE WEALTH MANAGEMENT, LLC | 1.33% | 114.58K | 3.64M | -5.08K | -4.25% |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.91% | 78.5K | 2.49M | 764 | +0.98% |
| Sep 30, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 367 | 11.65K | -562 | -60.50% |
| Sep 30, 2025 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 0.01% | 783 | 24.85K | 0 | 0 |
| Sep 30, 2025 | SQUAREPOINT OPS LLC | 0.36% | 31.38K | 995.78K | 24.31K | +343.39% |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.39% | 33.84K | 1.07M | -318 | -0.93% |
| Sep 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.48% | 41.7K | 1.32M | 4.3K | +11.50% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.6% | 51.76K | 1.64M | 19.13K | +58.63% |
| Sep 30, 2025 | WEALTHSPIRE ADVISORS, LLC | 0.07% | 6.11K | 193.84K | 6.11K | +100.00% |
| Sep 30, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.08% | 6.6K | 210K | 6.6K | +100.00% |
| Sep 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.23% | 20.03K | 636K | -5K | -19.98% |
| Sep 30, 2025 | NUVEEN, LLC | 0.24% | 20.75K | 658.46K | 20.75K | +100.00% |
| Sep 30, 2025 | TRUE WEALTH DESIGN, LLC | 0% | 0 | - | -2 | -100.00% |
| Sep 30, 2025 | NISA INVESTMENT ADVISORS, LLC | 0% | 0 | - | -18 | -100.00% |
| Sep 30, 2025 | SBI SECURITIES CO., LTD. | 0% | 2 | 63 | 2 | +100.00% |
| Sep 30, 2025 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.08% | 7.1K | 220.46K | 0 | 0 |
| Sep 30, 2025 | BARCLAYS PLC | 0.09% | 7.75K | 245.91K | -1.1K | -12.46% |
| Sep 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 16 | 508 | 9 | +128.57% |
| Sep 30, 2025 | OPTIVER HOLDING B.V. | 0% | 62 | 1.97K | 62 | +100.00% |
| Sep 30, 2025 | CWM, LLC | 0% | 85 | 3K | 49 | +136.11% |
| Sep 30, 2025 | POINT72 (DIFC) LTD | 0% | 96 | 3.05K | 96 | +100.00% |
| Sep 30, 2025 | AMALGAMATED BANK | 0% | 128 | 4K | 0 | 0 |
| Sep 30, 2025 | CITIGROUP INC | 0% | 153 | 4.86K | -931 | -85.89% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0% | 193 | 6.36K | 0 | 0 |
| Sep 30, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0% | 252 | 8K | 252 | +100.00% |
| Sep 30, 2025 | FMR LLC | 0% | 267 | 8.47K | -213 | -44.38% |
| Sep 30, 2025 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0% | 290 | 9.2K | 1 | +0.35% |
| Sep 30, 2025 | AMERITAS INVESTMENT PARTNERS, INC. | 0% | 313 | 9.93K | 0 | 0 |
| Sep 30, 2025 | LEGAL & GENERAL GROUP PLC | 0% | 344 | 10.92K | 0 | 0 |
| Sep 30, 2025 | POINT72 ASIA (SINGAPORE) PTE. LTD. | 0% | 365 | 11.58K | 365 | +100.00% |
| Sep 30, 2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 1.4K | 44.55K | -253 | -15.27% |
| Sep 30, 2025 | DEUTSCHE BANK AG\ | 0.02% | 1.47K | 46.64K | 0 | 0 |
| Sep 30, 2025 | STATE STREET CORP | 0.72% | 61.6K | 1.95M | -3.72K | -5.69% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.02% | 1.87K | 59.18K | 294 | +18.71% |
| Sep 30, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.03% | 2.43K | 77.2K | 0 | 0 |
| Sep 30, 2025 | RHUMBLINE ADVISERS | 0.04% | 3.13K | 99.21K | -362 | -10.38% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.04% | 3.18K | 100.93K | 973 | +44.07% |
| Sep 30, 2025 | UBS GROUP AG | 0.04% | 3.72K | 117.94K | -4.08K | -52.32% |
| Sep 30, 2025 | CUBIST SYSTEMATIC STRATEGIES, LLC | 0.1% | 8.29K | 262.98K | 8.29K | +100.00% |
| Sep 30, 2025 | SALEM INVESTMENT COUNSELORS INC | 0.1% | 8.72K | 276.53K | -2.5K | -22.29% |
| Sep 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.11% | 9.22K | 292.58K | 0 | 0 |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.11% | 9.62K | 305.34K | 9.62K | +100.00% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0.13% | 11.06K | 350.84K | 2.32K | +26.48% |
| Sep 30, 2025 | STEPHENS INC /AR/ | 0.15% | 12.79K | 405.95K | 0 | 0 |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.15% | 13.04K | 413.7K | -650 | -4.75% |
| Sep 30, 2025 | HSBC HOLDINGS PLC | 0.18% | 15.88K | 496.58K | 2.49K | +18.55% |
| Jun 30, 2025 | GAMMA INVESTING LLC | 0% | 13 | 369 | -45 | -77.59% |
| Jun 30, 2025 | BLACKROCK, INC. | 2.83% | 243.5K | 6.91M | 32.43K | +15.36% |
| Jun 30, 2025 | STEPHENS INC /AR/ | 0.15% | 12.79K | 363.22K | 1.95K | +18.00% |
| Jun 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 7 | 199 | -6 | -46.15% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0.1% | 8.74K | 248.19K | -2.98K | -25.41% |
| Jun 30, 2025 | UBS GROUP AG | 0.09% | 7.8K | 221.3K | 2.38K | +43.82% |
| Jun 30, 2025 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.08% | 7.1K | 200.82K | 0 | 0 |
| Jun 30, 2025 | SQUAREPOINT OPS LLC | 0.08% | 7.08K | 200.94K | -8.56K | -54.74% |
| Jun 30, 2025 | RHUMBLINE ADVISERS | 0.04% | 3.49K | 99.04K | -225 | -6.06% |
| Jun 30, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.03% | 2.43K | 69.07K | 0 | 0 |
| Jun 30, 2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 1.66K | 47.04K | -725 | -30.44% |
| Jun 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.1% | 8.27K | 234.67K | 8.27K | +100.00% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.38% | 32.63K | 927K | 996 | +3.15% |
| Jun 30, 2025 | MORGAN STANLEY | 0.25% | 21.11K | 599.4M | 5.05K | +31.43% |
| Jun 30, 2025 | HRT FINANCIAL LP | 0.09% | 8.05K | 228K | 8.05K | +100.00% |
| Jun 30, 2025 | LAZARD ASSET MANAGEMENT LLC | 0.04% | 3.16K | 89K | 3.16K | +100.00% |
| Jun 30, 2025 | FMR LLC | 0.01% | 480 | 13.63K | 320 | +200.00% |
| Jun 30, 2025 | 0.01% | 783 | 22.23K | 0 | 0 | |
| Jun 30, 2025 | TRUE WEALTH DESIGN, LLC | 0% | 2 | 57 | 0 | 0 |
| Jun 30, 2025 | METLIFE INVESTMENT MANAGEMENT, LLC | 0% | 0 | - | -2.66K | -100.00% |
| Jun 30, 2025 | COREBRIDGE FINANCIAL, INC. | 0% | 0 | - | -1.99K | -100.00% |
| Jun 30, 2025 | COVESTOR LTD | 0% | 0 | - | -21 | -100.00% |
| Jun 30, 2025 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0% | 289 | 8.21M | 0 | 0 |
| Jun 30, 2025 | AMALGAMATED BANK | 0% | 128 | 4K | 0 | 0 |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0% | 193 | 5.48K | 70 | +56.91% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0% | 52 | 1.48K | 52 | +100.00% |
| Jun 30, 2025 | CWM, LLC | 0% | 36 | 1K | -17 | -32.08% |
| Jun 30, 2025 | NISA INVESTMENT ADVISORS, LLC | 0% | 18 | 511 | -36 | -66.67% |
| Jun 30, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0% | 9 | 256 | 6 | +200.00% |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 8 | 227 | 8 | +100.00% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0% | 0 | - | -6.58K | -100.00% |
| Jun 30, 2025 | VANGUARD GROUP INC | 2.04% | 175.98K | 5M | -20.48K | -10.43% |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.9% | 77.74K | 2.21M | -11.01K | -12.41% |
| Jun 30, 2025 | STATE STREET CORP | 0.76% | 65.31K | 1.85M | 2.04K | +3.22% |
| Jun 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.43% | 37.4K | 1.06M | 3.1K | +9.04% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.26% | 22.77K | 646.53M | 7.35K | +47.66% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.4% | 34.16K | 969.69K | -6.59K | -16.18% |
| Jun 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.38% | 32.98K | 936.16K | 4.97K | +17.73% |
| Jun 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.29% | 25.03K | 711K | -1.29K | -4.88% |
| Jun 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.16% | 13.69K | 388.6K | -192 | -1.38% |
| Jun 30, 2025 | HSBC HOLDINGS PLC | 0.16% | 13.39K | 382.37K | 13.39K | +100.00% |
| Jun 30, 2025 | SALEM INVESTMENT COUNSELORS INC | 0.13% | 11.22K | 318.39K | 0 | 0 |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.11% | 9.25K | 262.61K | 9.25K | +100.00% |
| Jun 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.11% | 9.22K | 261.78K | -2.14K | -18.80% |
| Jun 30, 2025 | BARCLAYS PLC | 0.1% | 8.85K | 252K | 4.44K | +100.70% |
| Jun 30, 2025 | STONEBRIDGE WEALTH MANAGEMENT, LLC | 1.39% | 119.66K | 3.4M | 119.66K | +100.00% |
| Jun 30, 2025 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 0.01% | 783 | 22.23K | 0 | 0 |
| Jun 30, 2025 | MARSHALL WACE, LLP | 0.83% | 71.51K | 2.03M | 42.24K | +144.28% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.03% | 2.21K | 62.69K | -271 | -10.93% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.02% | 1.57K | 44.6K | -364 | -18.81% |
| Jun 30, 2025 | DEUTSCHE BANK AG\ | 0.02% | 1.47K | 41.73K | -1.2K | -44.94% |
| Jun 30, 2025 | CITIGROUP INC | 0.01% | 1.08K | 30.78K | -1.83K | -62.76% |
| Jun 30, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 929 | 26.37K | 551 | +145.77% |
| Jun 30, 2025 | LEGAL & GENERAL GROUP PLC | 0% | 344 | 9.77K | -115 | -25.05% |
| Jun 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0% | 333 | 9.45K | 75 | +29.07% |
| Jun 30, 2025 | AMERITAS INVESTMENT PARTNERS, INC. | 0% | 313 | 8.89K | 0 | 0 |
| Mar 31, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 0% | 0 | - | -6.24K | -100.00% |
| Mar 31, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 13 | 401 | 12 | +1,200.00% |
| Mar 31, 2025 | CWM, LLC | 0% | 53 | 2K | 30 | +130.43% |
| Mar 31, 2025 | NISA INVESTMENT ADVISORS, LLC | 0% | 54 | 1.67K | 0 | 0 |
| Mar 31, 2025 | GAMMA INVESTING LLC | 0% | 58 | 1.79K | 37 | +176.19% |
| Mar 31, 2025 | STEPHENS INC /AR/ | 0.13% | 10.84K | 334.69K | 0 | 0 |
| Mar 31, 2025 | SALEM INVESTMENT COUNSELORS INC | 0.13% | 11.22K | 346.21K | 0 | 0 |
| Mar 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.13% | 11.36K | 350.56K | 0 | 0 |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0.14% | 11.72K | 361.8K | -1.85K | -13.66% |
| Mar 31, 2025 | 0.01% | 783 | 24.17K | 783 | +100.00% | |
| Mar 31, 2025 | DEUTSCHE BANK AG\ | 0.03% | 2.67K | 82.42K | -877 | -24.73% |
| Mar 31, 2025 | MORGAN STANLEY | 0.19% | 16.06K | 495.9K | 2.29K | +16.61% |
| Mar 31, 2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 2.38K | 73.53K | 78 | +3.39% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.02% | 1.94K | 59.73K | 42 | +2.22% |
| Mar 31, 2025 | COREBRIDGE FINANCIAL, INC. | 0.02% | 1.99K | 61.28K | -30 | -1.49% |
| Mar 31, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.03% | 2.43K | 75K | 0 | 0 |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.03% | 2.48K | 76.53K | -1.3K | -34.38% |
| Mar 31, 2025 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.03% | 2.66K | 81.99K | 2.66K | +100.00% |
| Mar 31, 2025 | CITIGROUP INC | 0.03% | 2.91K | 89.86K | -372 | -11.33% |
| Mar 31, 2025 | RHUMBLINE ADVISERS | 0.04% | 3.71K | 114.64K | 483 | +14.95% |
| Mar 31, 2025 | BARCLAYS PLC | 0.05% | 4.41K | 136K | -2.01K | -31.32% |
| Mar 31, 2025 | FMR LLC | 0% | 160 | 4.94K | -97 | -37.74% |
| Mar 31, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 378 | 11.67K | -248 | -39.62% |
| Mar 31, 2025 | LEGAL & GENERAL GROUP PLC | 0.01% | 459 | 14.17K | 0 | 0 |
| Mar 31, 2025 | STATE STREET CORP | 0.74% | 63.28K | 1.95M | -900 | -1.40% |
| Mar 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.33% | 28.01K | 864.64K | 12.08K | +75.88% |
| Mar 31, 2025 | MARSHALL WACE, LLP | 0.34% | 29.27K | 903.69K | -1.01K | -3.34% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.37% | 31.63K | 976K | 21 | +0.07% |
| Mar 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.4% | 34.3K | 1.06M | -1.1K | -3.11% |
| Mar 31, 2025 | NORTHERN TRUST CORP | 0.48% | 40.75K | 1.26M | -66 | -0.16% |
| Mar 31, 2025 | BLACKROCK, INC. | 2.46% | 211.07K | 6.52M | -3.93K | -1.83% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0% | 123 | 3.8K | 0 | 0 |
| Mar 31, 2025 | AMALGAMATED BANK | 0% | 128 | 4K | 0 | 0 |
| Mar 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0% | 258 | 7.96K | -2.95K | -91.95% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.08% | 6.58K | 203.16K | -5.75K | -46.63% |
| Mar 31, 2025 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0% | 289 | 8.92K | 0 | 0 |
| Mar 31, 2025 | AMERITAS INVESTMENT PARTNERS, INC. | 0% | 313 | 9.66K | 0 | 0 |
| Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.04% | 88.75K | 2.74M | 881 | +1.00% |
| Mar 31, 2025 | TRUE WEALTH DESIGN, LLC | 0% | 2 | 62 | 2 | +100.00% |
| Mar 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.16% | 13.88K | 428.48K | 826 | +6.33% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.18% | 15.42K | 476.11K | -6.56K | -29.84% |
| Mar 31, 2025 | SQUAREPOINT OPS LLC | 0.18% | 15.64K | 482.75K | 816 | +5.51% |
| Mar 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.31% | 26.32K | 812K | 0 | 0 |
| Mar 31, 2025 | UBS GROUP AG | 0.06% | 5.42K | 167.32K | -1.05K | -16.24% |
| Mar 31, 2025 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.08% | 7.1K | 210.44K | 0 | 0 |
| Mar 31, 2025 | VANGUARD GROUP INC | 2.29% | 196.47K | 6.06M | -4.33K | -2.15% |
| Mar 31, 2025 | FIFTH THIRD BANCORP | 0% | 0 | - | -27.04K | -100.00% |
| Mar 31, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0% | 3 | 93 | 0 | 0 |
| Mar 31, 2025 | COVESTOR LTD | 0% | 21 | 1K | -10 | -32.26% |
| Mar 31, 2024 | GEODE CAPITAL MANAGEMENT, LLC | 0.96% | 79.3K | 2.93M | 4.61K | +6.18% |
| Mar 31, 2024 | BARCLAYS PLC | 0.03% | 2.7K | 100K | -2.64K | -49.42% |
| Mar 31, 2024 | DEUTSCHE BANK AG\ | 0.03% | 2.75K | 101.75K | -153 | -5.27% |
| Mar 31, 2024 | RHUMBLINE ADVISERS | 0.04% | 3.3K | 122.17K | 281 | +9.30% |
| Mar 31, 2024 | NUVEEN ASSET MANAGEMENT, LLC | 0.07% | 5.54K | 204.87K | 448 | +8.80% |
| Mar 31, 2024 | RUSSELL INVESTMENTS GROUP, LTD. | 0% | 0 | - | -85 | -100.00% |
| Mar 31, 2024 | GLADIUS CAPITAL MANAGEMENT LP | 0% | 0 | - | -1.1K | -100.00% |
| Mar 31, 2024 | LEE FINANCIAL CO | 0% | 0 | - | -500 | -100.00% |
| Mar 31, 2024 | FIRST MANHATTAN CO. LLC. | 0% | 0 | - | -1.7K | -100.00% |
| Mar 31, 2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 0% | 89 | 3.29K | 16 | +21.92% |
| Mar 31, 2024 | AMALGAMATED BANK | 0% | 128 | 5K | -409 | -76.16% |
| Mar 31, 2024 | METROPOLITAN LIFE INSURANCE CO/NY | 0% | 222 | 8.21K | 0 | 0 |
| Mar 31, 2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 237 | 8.77K | -27 | -10.23% |
| Mar 31, 2024 | FMR LLC | 0% | 311 | 11.51K | 25 | +8.74% |
| Mar 31, 2024 | AMERITAS INVESTMENT PARTNERS, INC. | 0% | 313 | 11.58K | 0 | 0 |
| Mar 31, 2024 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0% | 388 | 14.36K | -247 | -38.90% |
| Mar 31, 2024 | LEGAL & GENERAL GROUP PLC | 0.01% | 459 | 16.98K | 0 | 0 |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 623 | 23.05K | -100 | -13.83% |
| Mar 31, 2024 | CITIGROUP INC | 0.01% | 643 | 23.79K | 71 | +12.41% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.01% | 1.15K | 42.51K | 155 | +15.59% |
| Mar 31, 2024 | STRS OHIO | 0.02% | 1.6K | 59K | -100 | -5.88% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0.02% | 1.61K | 59.42K | -1.16K | -42.02% |
| Mar 31, 2024 | AMERICAN INTERNATIONAL GROUP, INC. | 0.02% | 1.9K | 70.34K | -16 | -0.83% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.02% | 2.06K | 76.22K | -1.7K | -45.27% |
| Mar 31, 2024 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.03% | 2.15K | 79.44K | 0 | 0 |
| Mar 31, 2024 | NEW YORK STATE COMMON RETIREMENT FUND | 0.03% | 2.43K | 90K | 0 | 0 |
| Mar 31, 2024 | LAZARD ASSET MANAGEMENT LLC | 0.03% | 2.57K | 94K | -50 | -1.91% |
| Mar 31, 2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.07% | 5.81K | 215K | 322 | +5.87% |
| Mar 31, 2024 | QUADRATURE CAPITAL LTD | 0.08% | 6.62K | 243.87K | -236 | -3.44% |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0.1% | 8.04K | 297.41K | -2.57K | -24.26% |
| Mar 31, 2024 | MORGAN STANLEY | 0.1% | 8.29K | 306.66K | -2.1K | -20.22% |
| Mar 31, 2024 | STEPHENS INC /AR/ | 0.11% | 9.12K | 337.48K | 0 | 0 |
| Mar 31, 2024 | DIAMETRIC CAPITAL, LP | 0.12% | 9.63K | 356.42K | -3.97K | -29.21% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.12% | 9.82K | 363K | 8.31K | +551.69% |
| Mar 31, 2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.12% | 10.33K | 382.28K | 0 | 0 |
| Mar 31, 2024 | SALEM INVESTMENT COUNSELORS INC | 0.14% | 11.21K | 414.77K | 0 | 0 |
| Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.16% | 13.08K | 483.85K | -1.09K | -7.71% |
| Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.17% | 14.35K | 531K | -1.02K | -6.62% |
| Mar 31, 2024 | RENAISSANCE TECHNOLOGIES LLC | 0.18% | 14.9K | 551K | 4.9K | +49.00% |
| Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.19% | 15.59K | 576.94K | -437 | -2.73% |
| Mar 31, 2024 | NORTHERN TRUST CORP | 0.37% | 30.68K | 1.14M | -230 | -0.74% |
| Mar 31, 2024 | VANGUARD GROUP INC | 1.74% | 144.39K | 5.34M | 4.35K | +3.10% |
| Mar 31, 2024 | BLACKROCK INC. | 2.39% | 197.59K | 7.31M | -7.16K | -3.50% |
| Mar 31, 2024 | UBS GROUP AG | 0.05% | 4.06K | 150.18K | -332 | -7.56% |
| Mar 31, 2024 | STATE STREET CORP | 0.65% | 53.51K | 1.98M | 115 | +0.22% |
| Dec 31, 2023 | STRS OHIO | 0.02% | 1.7K | 69K | 0 | 0 |
| Dec 31, 2023 | CITADEL ADVISORS LLC | 0.13% | 10.61K | 436.15K | 943 | +9.75% |
| Dec 31, 2023 | SALEM INVESTMENT COUNSELORS INC | 0.13% | 11.21K | 460.73K | -2K | -15.14% |
| Dec 31, 2023 | DIAMETRIC CAPITAL, LP | 0.16% | 13.61K | 559.25K | -3.24K | -19.23% |
| Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.17% | 14.17K | 582.39K | 3.74K | +35.87% |
| Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.18% | 15.37K | 632K | 4.52K | +41.66% |
| Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.19% | 16.03K | 658.83K | -2.44K | -13.20% |
| Dec 31, 2023 | NORTHERN TRUST CORP | 0.37% | 30.91K | 1.27M | 162 | +0.53% |
| Dec 31, 2023 | STATE STREET CORP | 0.64% | 53.4K | 2.19M | 1.79K | +3.47% |
| Dec 31, 2023 | GEODE CAPITAL MANAGEMENT, LLC | 0.9% | 74.68K | 3.07M | 3.94K | +5.57% |
| Dec 31, 2023 | VANGUARD GROUP INC | 1.68% | 140.05K | 5.76M | 4.4K | +3.25% |
| Dec 31, 2023 | BLACKROCK INC. | 2.46% | 204.75K | 8.42M | 23.84K | +13.18% |
| Dec 31, 2023 | QUBE RESEARCH & TECHNOLOGIES LTD | 0% | 73 | 3K | 73 | +100.00% |
| Dec 31, 2023 | RUSSELL INVESTMENTS GROUP, LTD. | 0% | 85 | 3.49K | -61 | -41.78% |
| Dec 31, 2023 | STRATEGIC INVESTMENT SOLUTIONS, INC. /IL | 0% | 100 | 4.11K | -6.2K | -98.41% |
| Dec 31, 2023 | METROPOLITAN LIFE INSURANCE CO/NY | 0% | 222 | 9.12K | 0 | 0 |
| Dec 31, 2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 264 | 10.85K | -533 | -66.88% |
| Dec 31, 2023 | FMR LLC | 0% | 286 | 11.76K | -267 | -48.28% |
| Dec 31, 2023 | AMERITAS INVESTMENT PARTNERS, INC. | 0% | 313 | 12.86K | 0 | 0 |
| Dec 31, 2023 | LEGAL & GENERAL GROUP PLC | 0.01% | 459 | 18.87K | 0 | 0 |
| Dec 31, 2023 | AMALGAMATED BANK | 0.01% | 537 | 22K | -38 | -6.61% |
| Dec 31, 2023 | CITIGROUP INC | 0.01% | 572 | 23.51K | 569 | +18,966.67% |
| Dec 31, 2023 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | 635 | 26.1K | -203 | -24.22% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 723 | 29.72K | 477 | +193.90% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.01% | 994 | 40.85K | 240 | +31.83% |
| Dec 31, 2023 | GLADIUS CAPITAL MANAGEMENT LP | 0.01% | 1.1K | 45.38K | 1.1K | +100.00% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.02% | 1.51K | 62K | 976 | +183.80% |
| Dec 31, 2023 | FIRST MANHATTAN CO. LLC. | 0.02% | 1.7K | 69.87K | 0 | 0 |
| Dec 31, 2023 | AMERICAN INTERNATIONAL GROUP, INC. | 0.02% | 1.92K | 78.79K | 22 | +1.16% |
| Dec 31, 2023 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.03% | 2.15K | 88.24K | 0 | 0 |
| Dec 31, 2023 | NEW YORK STATE COMMON RETIREMENT FUND | 0.03% | 2.43K | 100K | -7 | -0.29% |
| Dec 31, 2023 | LAZARD ASSET MANAGEMENT LLC | 0.03% | 2.62K | 107K | 105 | +4.18% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0.03% | 2.77K | 113.85K | 309 | +12.56% |
| Dec 31, 2023 | DEUTSCHE BANK AG\ | 0.03% | 2.9K | 119.31K | 2.65K | +1,065.86% |
| Dec 31, 2023 | RHUMBLINE ADVISERS | 0.04% | 3.02K | 124.16K | -105 | -3.36% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.05% | 3.76K | 154.7K | 1.34K | +55.28% |
| Dec 31, 2023 | UBS GROUP AG | 0.05% | 4.39K | 180.47K | 2.12K | +93.69% |
| Dec 31, 2023 | NUVEEN ASSET MANAGEMENT, LLC | 0.06% | 5.09K | 209.16K | 5.09K | +100.00% |
| Dec 31, 2023 | BARCLAYS PLC | 0.06% | 5.34K | 220K | 4.65K | +681.26% |
| Dec 31, 2023 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.07% | 5.48K | 226K | 5.48K | +100.00% |
| Dec 31, 2023 | QUADRATURE CAPITAL LTD | 0.08% | 6.85K | 280.73K | -8.78K | -56.15% |
| Dec 31, 2023 | STEPHENS INC /AR/ | 0.11% | 9.12K | 374.87K | 0 | 0 |
| Dec 31, 2023 | RENAISSANCE TECHNOLOGIES LLC | 0.12% | 10K | 411K | 1.2K | +13.64% |
| Dec 31, 2023 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.12% | 10.33K | 424.65K | 0 | 0 |
| Dec 31, 2023 | MORGAN STANLEY | 0.12% | 10.39K | 426.99K | 5.41K | +108.45% |
Among the SMTI insiders holding of 64.19% of the stake in company, COSSUTTA ARALDO A, director, holds the largest shares of 5.26M. HAIRE SCOTT A, President & CEO, is the second largest SMTI insider with ownership of 4.65M shares. EVANS STEVE W, , stands third with possession of 1.35M shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| COSSUTTA ARALDO A | director | 5.26M |
| HAIRE SCOTT A | President & CEO | 4.65M |
| EVANS STEVE W | 1.35M | |
| NIXON RONALD T | 963.86K | |
| STUCKERT JAMES W | 814.83K | |
| HOWELL S ODEN JR | 481.17K | |
| FLEMING ZACHARY B. | Chief Executive Officer | 36.27K |
| BOWMAN SHAWN M. | Pres. - Strategic Partnerships | 18.55K |
| LUTZ ROBERT JR. | CEO | 3.26K |
| RUBINFELD PHILIP J | director | 1.72K |
| FITZGERALD RICHARD E | VICE PRESIDENT - OPERATIONS | 0 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Nov 08, 2022 | FLEMING ZACHARY B. | SALE | 33.00 | 417 | 13.76K | 36.27K |
| Nov 04, 2022 | FLEMING ZACHARY B. | SALE | 33.00 | 563 | 18.58K | 36.69K |
| Nov 02, 2022 | FLEMING ZACHARY B. | SALE | 33.02 | 20 | 660.4 | 37.25K |
| Sep 22, 2022 | BOWMAN SHAWN M. | SALE | 28.56 | 340 | 9.71K | 18.55K |
| Jul 05, 2022 | FLEMING ZACHARY B. | SALE | 23.00 | 750 | 17.25K | 37.27K |
| Jun 28, 2022 | FLEMING ZACHARY B. | SALE | 21.00 | 294 | 6.17K | 38.95K |
| Jun 24, 2022 | FLEMING ZACHARY B. | SALE | 21.00 | 457 | 9.6K | 39.31K |
| Jun 17, 2022 | BOWMAN SHAWN M. | SALE | 20.02 | 1K | 20.02K | 19.55K |
| Oct 26, 2021 | FLEMING ZACHARY B. | SALE | 34.04 | 1K | 34.04K | 17.71K |
| Oct 20, 2021 | BOWMAN SHAWN M. | SALE | 34.50 | 700 | 24.15K | 15.67K |
| Oct 05, 2021 | FLEMING ZACHARY B. | SALE | 33.41 | 529 | 17.67K | 18.71K |
| Sep 28, 2021 | BOWMAN SHAWN M. | SALE | 33.33 | 1K | 33.33K | 16.67K |
| Oct 15, 2019 | STUCKERT JAMES W | PURCHASE | 8.30 | 180.72K | 1.5M | 814.83K |
| Oct 15, 2019 | HOWELL S ODEN JR | PURCHASE | 8.30 | 60.24K | 500K | 481.17K |
| Oct 15, 2019 | NIXON RONALD T | PURCHASE | 8.30 | 963.86K | 8M | 963.86K |
| Mar 30, 2016 | STUCKERT JAMES W | PURCHASE | 70.00 | 2.14K | 150.01K | 36.38K |
| Mar 30, 2016 | HOWELL S ODEN JR | PURCHASE | 70.00 | 2.14K | 150.01K | 9.75K |
| Feb 09, 2016 | STUCKERT JAMES W | PURCHASE | 70.00 | 1.07K | 74.97K | 4.03K |
| Feb 09, 2016 | HOWELL S ODEN JR | PURCHASE | 70.00 | 1.07K | 74.97K | 4.03K |
| Dec 14, 2015 | HOWELL S ODEN JR | PURCHASE | 70.00 | 1.79K | 125.02K | 7.6K |
| Dec 14, 2015 | STUCKERT JAMES W | PURCHASE | 70.00 | 1.79K | 125.02K | 3.57K |
| Jul 31, 2015 | HOWELL S ODEN JR | PURCHASE | 69.99 | 1.79K | 125K | 4.75K |
| Jul 31, 2015 | STUCKERT JAMES W | PURCHASE | 69.99 | 1.79K | 125K | 1.79K |
| Dec 19, 2013 | RUBINFELD PHILIP J | PURCHASE | 0.00 | 1.72K | - | 1.72K |
| Nov 12, 2013 | LUTZ ROBERT JR. | PURCHASE | 0.00 | 3.26K | - | 3.26K |
| Dec 23, 2012 | COSSUTTA ARALDO A | SALE | 3.00 | 8.88K | 26.63K | 5.26M |
| Dec 22, 2008 | COSSUTTA ARALDO A | SALE | 3.25 | 623 | 2.02K | 5.27M |
| Dec 19, 2008 | COSSUTTA ARALDO A | SALE | 3.05 | 500 | 1.53K | 5.27M |
| Dec 16, 2008 | COSSUTTA ARALDO A | SALE | 3.25 | 5K | 16.25K | 5.27M |
| Dec 31, 2007 | COSSUTTA ARALDO A | SALE | 0.68 | 15K | 10.25K | 5.02M |
| Aug 20, 2004 | COSSUTTA ARALDO A | PURCHASE | 1.05 | 3.03M | 3.18M | 4.75M |
| Aug 20, 2004 | HAIRE SCOTT A | PURCHASE | 1.05 | 4.65M | 4.88M | 4.65M |
| Aug 20, 2004 | FITZGERALD RICHARD E | SALE | 9.40 | 3.75K | 35.25K | 0 |
| Nov 14, 2003 | HAIRE SCOTT A | PURCHASE | 1.00 | 1.97M | 1.97M | 2.24M |
| Nov 14, 2003 | COSSUTTA ARALDO A | PURCHASE | 1.00 | 1.7M | 1.7M | 1.73M |
| Nov 14, 2003 | EVANS STEVE W | PURCHASE | 1.00 | 1.33M | 1.33M | 1.35M |