How many institutions own SO 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 SO shares is 2644, representing 71.66% of the company's common stock.

Who are the major shareholders selling The Southern Company stock?

CONFLUENCE INVESTMENT MANAGEMENT LLC, in the last quarter, reduced its stake in SO by -1.9% restricting it's holding to 1.55 million shares of worth nearly $146.84M. SYNOVUS FINANCIAL CORP also lessened -0.15% of the SO shares from its portfolio, reducing its holding to 1.69 million shares of worth $160.04M. NORTHERN TRUST CORP also shunned SO shares holding by -0.13% last quarter which brought its holding to 10.57 million shares worth $1.00B.

Investors who are buying SO stock?

As per its latest 13F filing, BANK OF AMERICA CORP /DE/ increased its stake in SO by 3.23% in the last quarter. The institutional holder raised its holding to 8.64 million shares having worth more than $818.75M. RAYMOND JAMES FINANCIAL INC also added 1.92% more shares of SO to its portfolio, raising its holding to 2.9 million shares of worth $275.28M. AMERIPRISE FINANCIAL INC also increased its SO shares holding by 0.55% which brought its holding to 9.81 million shares worth $929.35M.

SO's major insiders: who are they?

The insider with the most stakes in SO is FANNING THOMAS A , director at the company. Additionally, SO stock is highly held by EVP & COO Connally Stan W and Chairman, President & CEO, GAS Kerr, II James Y among others.

Did an insider recently sell SO stock?

Company executives, directors, and other insiders own 0.09% percent of The Southern Company's stock. Within the last six months, there have been 3 transaction(s) in which SO insiders have sold stock, totaling 21.74K shares. Insiders that have sold shares include ANDERSON BRYAN D, SPAINHOUR STERLING A JR., and GREENE KIMBERLY S,.

Which insider recently purchased SO stock?

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

How much of SO does insiders own?

Around 162.5K The Southern Company shares are held by insiders, which represents about 0.09% of SO stock.

Who is the insider with the largest stake?

SO director, FANNING THOMAS A holds the largest portfolio of the company's shares. SO shares owned by FANNING total nearly 844.24 thousand.

Which institution holds the most shares in SO?

BANK OF AMERICA CORP /DE/ is the largest institutional owner in SO which holds 8.64 million shares worth $818.75M or 0.79% of the total SO shares outstanding followed by RAYMOND JAMES FINANCIAL INC with ownership of 2.9 million shares representing 0.26% of the SO ownership. CONFLUENCE INVESTMENT MANAGEMENT LLC is the third largest stakeholder with 1.55 million shares or 0.14% of the ownership worth more than $146.84M.

Is The Southern 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 SO is concerned, it is a stock which is optionable.

Is there a short position on SO's shares?

Number of SO shares short is 34.46M. 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 SO shares are there?

As of today, 1.10B shares of SO are outstanding.

Is there many float in SO 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, SO has 1.10B shares in float.

SO 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 SO is 6.46.

Southern (SO) 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 Shares3.13

Short Percent Of Float3.14

Shares Outstanding1.10B

Shares Float1.10B

Shares Short34.46M

Short Ratio6.46

3.14%

Short % of Float

3.13%

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

0.09% Percentage of Shares held by All Insiders

71.66% Percentage of Shares held by All Institutions

71.73% Percentage of Float held by Institutions

2644

Number of Institutions Holding Shares

Institutional Ownership

About 71.66% of SO shares are held by financial institutions. BANK OF AMERICA CORP /DE/ is the top corporate investor, holding 8.64M shares valued at $818.75M. A 0.79% stake in The Southern Company is owned by the company. RAYMOND JAMES FINANCIAL INC owns 2.9M shares valued at $275.28M, which translates its holding of 0.26% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.79%	8.64M	818.75M	270.04K	+3.23%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	2.9M	275.28M	54.64K	+1.92%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.14%	1.55M	146.84M	-30.03K	-1.90%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.15%	1.69M	160.04M	-2.47K	-0.15%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.89%	9.81M	929.35M	53.16K	+0.55%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.14%	1.54M	145.62M	593.15K	+62.87%
Sep 30, 2025	ROYAL BANK OF CANADA	0.95%	10.44M	989.4M	1.09M	+11.64%
Sep 30, 2025	NORTHERN TRUST CORP	0.96%	10.57M	1B	-13.34K	-0.13%
Sep 30, 2025	LPL FINANCIAL LLC	0.26%	2.86M	271.42M	394.12K	+15.96%
Sep 30, 2025	MORGAN STANLEY	1.27%	13.96M	1.32B	1.1M	+8.55%
Sep 30, 2025	FRANKLIN RESOURCES INC	1.27%	13.96M	1.32B	-52.7K	-0.38%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	1.79%	19.66M	1.86B	-6.23M	-24.08%
Sep 30, 2025	LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD	1.34%	14.76M	16.67M	14.76M	+100.00%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.8%	19.81M	1.88B	-521.65K	-2.57%
Sep 30, 2025	FMR LLC	2.23%	24.51M	2.32B	-236.17K	-0.95%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.44%	26.87M	2.55B	867.35K	+3.34%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.64%	29.02M	2.75B	11.5M	+65.60%
Sep 30, 2025	CAPITAL WORLD INVESTORS	3.05%	33.55M	3.18B	25.57M	+320.34%
Sep 30, 2025	STATE STREET CORP	5.38%	59.12M	5.6B	8.39K	+0.01%
Sep 30, 2025	JPMORGAN CHASE & CO	6.35%	69.82M	6.62B	855.74K	+1.24%
Sep 30, 2025	VANGUARD GROUP INC	9.67%	106.41M	10.08B	510.08K	+0.48%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.28%	3.05M	288.94M	-1.54K	-0.05%
Sep 30, 2025	SOROBAN CAPITAL PARTNERS LP	0.39%	4.25M	402.78M	152.65K	+3.73%
Sep 30, 2025	NUVEEN, LLC	0.41%	4.48M	424.4M	-665.94K	-12.95%
Sep 30, 2025	UBS GROUP AG	0.45%	5M	473.75M	827.13K	+19.83%
Sep 30, 2025	INVESCO LTD.	0.46%	5.07M	480.69M	-27.78K	-0.54%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.52%	5.73M	542.87M	-712.03K	-11.06%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.62%	6.81M	645.44M	41.91K	+0.62%
Sep 30, 2025	SWISS NATIONAL BANK	0.29%	3.17M	300.24M	-152.1K	-4.58%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.54%	5.92M	560.58M	-1.32M	-18.28%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.31%	3.45M	326.68M	-750.31K	-17.88%
Sep 30, 2025	BARCLAYS PLC	0.32%	3.48M	329.5M	712.07K	+25.75%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.36%	3.95M	374.36M	112.25K	+2.92%
Sep 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.36%	4.01M	380.04M	33.59K	+0.84%
Sep 30, 2025	BLACKROCK, INC.	7.89%	86.82M	8.23B	-357.08K	-0.41%
Sep 30, 2025	CAPITAL ADVISORS INC/OK	0.09%	950.96K	90.12M	22.46K	+2.42%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.09%	981.42K	93.01M	110.91K	+12.74%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	985.13K	93.36M	-71.9K	-6.80%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.09%	1.03M	97.74M	17K	+1.68%
Sep 30, 2025	CITIGROUP INC	0.1%	1.05M	99.67M	-32.8K	-3.02%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.1%	1.06M	100.9M	-74.1K	-6.51%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.1%	1.13M	106.87M	-36.77K	-3.16%
Sep 30, 2025	APG ASSET MANAGEMENT N.V.	0.1%	1.15M	92.78M	-18.18K	-1.56%
Sep 30, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.1%	1.15M	109.13M	-194.49K	-14.45%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.11%	1.23M	116.27M	40.58K	+3.42%
Sep 30, 2025	ENERGY INCOME PARTNERS, LLC	0.12%	1.27M	120.79M	3.5K	+0.28%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.12%	1.3M	122.83M	149.2K	+13.01%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.13%	1.42M	134.45M	-6.53K	-0.46%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.14%	1.54M	145.54M	14.47K	+0.95%
Sep 30, 2025	JENNISON ASSOCIATES LLC	0.16%	1.78M	168.62M	-786.66K	-30.66%
Sep 30, 2025	HSBC HOLDINGS PLC	0.16%	1.81M	171.62M	10.72K	+0.60%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.66%	7.28M	690.38M	141.01K	+1.97%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.78%	8.53M	808.63M	285.55K	+3.46%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.17%	1.92M	181.51M	233.34K	+13.87%
Sep 30, 2025	RHUMBLINE ADVISERS	0.18%	1.94M	183.54M	13.77K	+0.72%
Sep 30, 2025	DEUTSCHE BANK AG\	0.18%	1.94M	184.26M	11.73K	+0.61%
Sep 30, 2025	FEDERATED HERMES, INC.	0.18%	1.96M	185.57M	-385.5K	-16.45%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.19%	2.04M	193.75M	-431.29K	-17.42%
Sep 30, 2025	MARSHALL WACE, LLP	0.19%	2.05M	194.35M	-970.17K	-32.12%
Sep 30, 2025	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	0.19%	2.08M	196.91M	-42.92K	-2.02%
Sep 30, 2025	AMUNDI	0.2%	2.17M	207.63M	-166.16K	-7.10%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.2%	2.19M	207.67M	80.27K	+3.80%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.23%	2.53M	239.4M	25.69K	+1.03%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	2.71M	256.44M	54.82K	+2.07%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.25%	2.75M	260.97M	47.45K	+1.75%
Sep 30, 2025	ENSIGN PEAK ADVISORS, INC	0.25%	2.77M	262.24M	-240.86K	-8.01%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.09%	943.43K	86.64B	-851.54K	-47.44%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.09%	1.01M	92.44M	-342.6K	-25.39%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.11%	1.17M	107.34B	77.79K	+7.13%
Jun 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.11%	1.2M	110.25M	500K	+71.36%
Jun 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.11%	1.21M	110.87M	572.73K	+90.24%
Jun 30, 2025	ENERGY INCOME PARTNERS, LLC	0.12%	1.27M	116.72M	-177.76K	-12.27%
Jun 30, 2025	COLONY GROUP, LLC	0.12%	1.28M	117.91M	11.7K	+0.92%
Jun 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.12%	1.31M	120.53M	11.84K	+0.91%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.12%	1.31M	120.53B	8.48K	+0.65%
Jun 30, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.12%	1.35M	123.6M	45.09K	+3.47%
Jun 30, 2025	EMPOWER ADVISORY GROUP, LLC	0.13%	1.47M	135.12M	32.31K	+2.25%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.14%	1.58M	145.04M	-24.28K	-1.51%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.15%	1.69M	155.31M	-195.73K	-10.37%
Jun 30, 2025	WELCH GROUP, LLC	0.07%	767.46K	70.48M	1.01K	+0.13%
Jun 30, 2025	OLD REPUBLIC INTERNATIONAL CORP	0.07%	771K	70.8M	0	0
Jun 30, 2025	MACKENZIE FINANCIAL CORP	0.07%	786.52K	72.23M	-42.83K	-5.16%
Jun 30, 2025	TWIN TREE MANAGEMENT, LP	0.09%	1.04M	95.27M	-81.8K	-7.31%
Jun 30, 2025	NORTHERN TRUST CORP	0.96%	10.59M	972.1M	-326.83K	-3.00%
Jun 30, 2025	NUVEEN, LLC	0.47%	5.14M	472.39M	-404.85K	-7.30%
Jun 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.07%	822.4K	75.52M	42.53K	+5.45%
Jun 30, 2025	DEUTSCHE BANK AG\	0.18%	1.93M	177.47M	6.12K	+0.32%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.59%	6.44M	591.41M	1.68M	+35.39%
Jun 30, 2025	INVESCO LTD.	0.46%	5.1M	468.33M	120.52K	+2.42%
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.38%	4.2M	385.44M	-720.83K	-14.66%
Jun 30, 2025	UBS GROUP AG	0.38%	4.17M	383.1M	-618.56K	-12.91%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.35%	3.84M	352.44M	-159.65K	-3.99%
Jun 30, 2025	SWISS NATIONAL BANK	0.3%	3.32M	304.89M	229.9K	+7.44%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	2.85M	261.72M	-73.02K	-2.50%
Jun 30, 2025	BARCLAYS PLC	0.25%	2.76M	253.89M	321.65K	+13.17%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.25%	2.71M	248.51M	-74.3K	-2.67%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.23%	2.5M	229.61M	14.36K	+0.58%
Jun 30, 2025	LPL FINANCIAL LLC	0.22%	2.47M	226.81M	117.99K	+5.02%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.19%	2.11M	193.85M	164.1K	+8.43%
Jun 30, 2025	HSBC HOLDINGS PLC	0.16%	1.8M	165.14M	-22.45K	-1.23%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.28%	3.05M	280.12M	11.35K	+0.37%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.27%	3.01M	276.22M	72.34K	+2.46%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	2.48M	227.35M	-20.8K	-0.83%
Jun 30, 2025	RHUMBLINE ADVISERS	0.17%	1.92M	176.58M	-42.21K	-2.15%
Jun 30, 2025	BLACKROCK, INC.	7.92%	87.17M	8.01B	2.82M	+3.35%
Jun 30, 2025	MORGAN STANLEY	1.17%	12.86M	1.18T	655.17K	+5.37%
Jun 30, 2025	SOUNDWATCH CAPITAL LLC	0.1%	1.13M	2.49M	1.13M	+100.00%
Jun 30, 2025	COHEN & STEERS, INC.	0.1%	1.12M	102.7M	500	+0.04%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	1.06M	97.07M	-35.52K	-3.25%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.09%	1.04M	95.88M	979.59K	+1,518.41%
Jun 30, 2025	CAPITAL WORLD INVESTORS	0.73%	7.98M	732.93M	7.98M	+100.00%
Jun 30, 2025		0.47%	5.14M	472.39M	-404.85K	-7.30%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.4%	4.42M	48.15M	4.37M	+9,099.61%
Jun 30, 2025	SOROBAN CAPITAL PARTNERS LP	0.37%	4.1M	376.27M	1.87M	+83.78%
Jun 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.36%	3.98M	365.16M	329.74K	+9.04%
Jun 30, 2025	MARSHALL WACE, LLP	0.27%	3.02M	277.41M	-667.54K	-18.10%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	2.65M	243.45M	33.53K	+1.28%
Jun 30, 2025	JENNISON ASSOCIATES LLC	0.23%	2.57M	235.62M	403.93K	+18.68%
Jun 30, 2025	AMUNDI	0.21%	2.34M	213.33M	627.78K	+36.65%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.11%	1.2M	109.97M	1.2M	+100.00%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.11%	1.19M	108.93M	88.3K	+8.04%
Jun 30, 2025	APG ASSET MANAGEMENT N.V.	0.11%	1.17M	91.41M	935.13K	+400.73%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.15%	1.68M	154.45M	-181.38K	-9.73%
Jun 30, 2025	FEDERATED HERMES, INC.	0.21%	2.34M	215.21M	-702.7K	-23.07%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.62%	6.77M	621.57M	87.89K	+1.32%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.65%	7.14M	656.02M	-333.92K	-4.47%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.75%	8.25M	757.32M	-171.8K	-2.04%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.76%	8.37M	768.55M	-756.38K	-8.29%
Jun 30, 2025	ROYAL BANK OF CANADA	0.85%	9.35M	858.76M	229.96K	+2.52%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.89%	9.75M	895.64M	460.34K	+4.95%
Jun 30, 2025	NORGES BANK	1.17%	12.85M	1.18B	12.85M	+100.00%
Jun 30, 2025	FRANKLIN RESOURCES INC	1.27%	14.02M	1.29B	-929.99K	-6.22%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.59%	17.53M	1.61B	2.66M	+17.89%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.85%	20.33M	1.87B	-846.72K	-4.00%
Jun 30, 2025	FMR LLC	2.25%	24.74M	2.27B	-4.28M	-14.75%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	2.35%	25.89M	2.38B	120.04K	+0.47%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.36%	26.01M	2.38B	241.57K	+0.94%
Jun 30, 2025	STATE STREET CORP	5.37%	59.12M	5.43B	718.01K	+1.23%
Jun 30, 2025	JPMORGAN CHASE & CO	6.27%	68.96M	6.33B	5.38M	+8.46%
Jun 30, 2025	VANGUARD GROUP INC	9.63%	105.9M	9.73B	1.69M	+1.63%
Jun 30, 2025	CITADEL ADVISORS LLC	0.22%	2.36M	217.17B	-70.65K	-2.90%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.66%	7.24M	664.71B	-104.35K	-1.42%
Jun 30, 2025	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	0.19%	2.12M	194.74M	29.9K	+1.43%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.07%	811.74K	74.54M	720.59K	+790.57%
Jun 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.07%	824.39K	75.7M	281	+0.03%
Jun 30, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.08%	832.09K	76.41M	-199.86K	-19.37%
Jun 30, 2025	MAWER INVESTMENT MANAGEMENT LTD.	0.08%	836.48K	76.81M	-49.21K	-5.56%
Jun 30, 2025	KOREA INVESTMENT CORP	0.08%	856.85K	78.68M	-20.25K	-2.31%
Jun 30, 2025	STONEGATE INVESTMENT GROUP, LLC	0.08%	890.86K	81.81M	10.58K	+1.20%
Jun 30, 2025	CAPITAL ADVISORS INC/OK	0.08%	928.5K	85.26M	16.88K	+1.85%
Jun 30, 2025	MIZUHO MARKETS AMERICAS LLC	0.08%	933.7K	159.05K	933.7K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.21%	2.35M	216.26M	152.72K	+6.94%
Mar 31, 2025	FEDERATED HERMES, INC.	0.28%	3.05M	280.11M	120.82K	+4.13%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.83%	9.13M	839.11M	1.93M	+26.78%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.84%	9.29M	854.47M	23.1K	+0.25%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.2%	2.18M	200.1M	-458.63K	-17.41%
Mar 31, 2025		0.5%	5.55M	510.23M	5.55M	+100.00%
Mar 31, 2025	VANGUARD GROUP INC	9.47%	104.21M	9.58B	1.42M	+1.38%
Mar 31, 2025	NORTHERN TRUST CORP	0.99%	10.91M	1B	107.39K	+0.99%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.68%	7.48M	687.58M	-155.88K	-2.04%
Mar 31, 2025	SWISS NATIONAL BANK	0.28%	3.09M	284.15M	-1.9K	-0.06%
Mar 31, 2025	ENSIGN PEAK ADVISORS, INC	0.27%	2.94M	269.93M	7.08K	+0.24%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	2.92M	268.78M	-906.99K	-23.68%
Mar 31, 2025	SOROBAN CAPITAL PARTNERS LP	0.2%	2.23M	205M	2.23M	+100.00%
Mar 31, 2025	INVESCO LTD.	0.45%	4.98M	457.86M	-345.85K	-6.49%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.45%	4.92M	452.23M	-89.87K	-1.79%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.28%	3.04M	279.44M	54.82K	+1.84%
Mar 31, 2025	BLACKROCK, INC.	7.67%	84.35M	7.76B	609.06K	+0.73%
Mar 31, 2025	FMR LLC	2.64%	29.02M	2.67B	805.98K	+2.86%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.61%	6.68M	614.3M	81.07K	+1.23%
Mar 31, 2025	UBS GROUP AG	0.44%	4.79M	440.48M	-574.68K	-10.71%
Mar 31, 2025	MARSHALL WACE, LLP	0.34%	3.69M	339.15M	-634.49K	-14.68%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.23%	2.49M	228.6M	45.31K	+1.86%
Mar 31, 2025	BARCLAYS PLC	0.22%	2.44M	224.65M	643.32K	+35.74%
Mar 31, 2025	JPMORGAN CHASE & CO	5.78%	63.58M	5.85B	7.78M	+13.94%
Mar 31, 2025	STATE STREET CORP	5.31%	58.4M	5.37B	752.27K	+1.30%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	2.34%	25.77M	2.37B	-1.47M	-5.41%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.34%	25.77M	2.36B	715.14K	+2.85%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.93%	21.18M	1.95B	-741.84K	-3.38%
Mar 31, 2025	FRANKLIN RESOURCES INC	1.36%	14.95M	1.37B	846.29K	+6.00%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.35%	14.87M	1.37B	-1.01M	-6.36%
Mar 31, 2025	MORGAN STANLEY	1.11%	12.21M	1.12B	714.16K	+6.21%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.43%	4.76M	437.38M	-452.17K	-8.68%
Mar 31, 2025	SYNOVUS FINANCIAL CORP	0.17%	1.89M	173.5M	186.11K	+10.94%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.17%	1.86M	171.33M	-290.2K	-13.48%
Mar 31, 2025	HSBC HOLDINGS PLC	0.17%	1.82M	167.45M	-156.24K	-7.89%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.16%	1.79M	165.05M	89.2K	+5.23%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.36%	4M	367.58M	314.49K	+8.54%
Mar 31, 2025	NATIONAL PENSION SERVICE	0.25%	2.78M	255.67M	180.45K	+6.94%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	2.62M	240.68M	22.8K	+0.88%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	2.5M	229.56M	56.94K	+2.33%
Mar 31, 2025	CITADEL ADVISORS LLC	0.22%	2.44M	223.95M	2.21M	+973.99%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.67%	7.34M	675.17M	-1.08M	-12.87%
Mar 31, 2025	ROYAL BANK OF CANADA	0.83%	9.12M	838.74M	645.72K	+7.62%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.77%	8.42M	774.11M	110.73K	+1.33%
Mar 31, 2025	JENNISON ASSOCIATES LLC	0.2%	2.16M	198.79M	623.42K	+40.52%
Mar 31, 2025	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	0.19%	2.09M	192.24M	15.23K	+0.73%
Mar 31, 2025	RHUMBLINE ADVISERS	0.18%	1.97M	180.69M	-80.11K	-3.92%
Mar 31, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.18%	1.95M	179.02M	230.94K	+13.46%
Mar 31, 2025	DEUTSCHE BANK AG\	0.18%	1.93M	177.14M	50.18K	+2.67%
Mar 31, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.33%	3.65M	335.32M	966.99K	+36.08%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.58%	6.35M	455.5M	-205.28K	-3.13%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.66%	7.21M	517.36M	-355.05K	-4.69%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.1%	1.14M	81.87M	-90.3K	-7.33%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.11%	1.22M	84.78M	6.07K	+0.50%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.12%	1.28M	91.5M	-67.97K	-5.06%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.12%	1.28M	91.78M	-13.27K	-1.03%
Mar 31, 2024	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.12%	1.29M	92.61M	198.16K	+18.14%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.12%	1.3M	93.41M	7.59K	+0.59%
Mar 31, 2024	EMPOWER ADVISORY GROUP, LLC	0.12%	1.33M	95.43M	42.01K	+3.26%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.13%	1.39M	99.46M	77.39K	+5.91%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.13%	1.46M	104.76M	-136.26K	-8.53%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	0.15%	1.64M	117.98M	-67.61K	-3.95%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.16%	1.79M	128.41M	1.79M	+100.00%
Mar 31, 2024	SYNOVUS FINANCIAL CORP	0.17%	1.83M	131.14M	230.55K	+14.43%
Mar 31, 2024	APG ASSET MANAGEMENT N.V.	0.17%	1.86M	123.81M	34.8K	+1.90%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.17%	1.87M	133.18M	-238.09K	-11.27%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	0.18%	1.93M	138.46M	500K	+34.97%
Mar 31, 2024	JENNISON ASSOCIATES LLC	0.18%	1.96M	140.45M	-440.01K	-18.35%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.19%	2.08M	149.49M	104.95K	+5.30%
Mar 31, 2024	LPL FINANCIAL LLC	0.19%	2.1M	150.58M	13.5K	+0.65%
Mar 31, 2024	NATIONAL PENSION SERVICE	0.19%	2.12M	152.32M	37.43K	+1.79%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.19%	2.12M	152.1M	58.4K	+2.83%
Mar 31, 2024	HSBC HOLDINGS PLC	0.19%	2.12M	152.28M	584.91K	+38.03%
Mar 31, 2024	RHUMBLINE ADVISERS	0.2%	2.16M	155.06M	41.49K	+1.96%
Mar 31, 2024	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	0.2%	2.19M	156.83M	135.84K	+6.63%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.21%	2.26M	162.38M	-53.19K	-2.30%
Mar 31, 2024	CLEARBRIDGE INVESTMENTS LTD	0.22%	2.4M	172.12M	-372.04K	-13.43%
Mar 31, 2024	COHEN & STEERS, INC.	0.23%	2.48M	177.83M	-24.84K	-0.99%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.23%	2.49M	178.66M	3.33K	+0.13%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	2.74M	196.71M	-31.05K	-1.12%
Mar 31, 2024	BARCLAYS PLC	0.26%	2.81M	201.48M	-655.11K	-18.91%
Mar 31, 2024	UBS GROUP AG	0.27%	2.94M	210.58M	609.59K	+26.21%
Mar 31, 2024	SWISS NATIONAL BANK	0.3%	3.27M	234.31M	-144.1K	-4.23%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.31%	3.44M	246.62M	-91.33K	-2.59%
Mar 31, 2024	ROYAL BANK OF CANADA	0.32%	3.49M	250.45M	-64.87K	-1.82%
Mar 31, 2024	ENSIGN PEAK ADVISORS, INC	0.35%	3.86M	276.88M	-413.21K	-9.67%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.36%	3.92M	281.15M	-19.48K	-0.49%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.37%	4.07M	292.2M	-582.61K	-12.51%
Mar 31, 2024	MITSUBISHI UFJ TRUST & BANKING CORP	0.4%	4.33M	308.09M	-252.4K	-5.51%
Mar 31, 2024	PICTET ASSET MANAGEMENT HOLDING SA	0.42%	4.61M	330.43M	-748.89K	-13.98%
Mar 31, 2024	INVESCO LTD.	0.47%	5.15M	369.21M	-675.94K	-11.61%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.51%	5.52M	396.2M	180.29K	+3.37%
Mar 31, 2024	FEDERATED HERMES, INC.	0.54%	5.89M	422.6M	-284.46K	-4.61%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.57%	6.22M	446.02M	127.71K	+2.10%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.87%	9.55M	684.88M	1.64M	+20.69%
Mar 31, 2024	NORTHERN TRUST CORP	0.94%	10.26M	736.4M	-442.26K	-4.13%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.97%	10.6M	760.75M	-68.11K	-0.64%
Mar 31, 2024	MORGAN STANLEY	1.02%	11.1M	796.62M	525.8K	+4.97%
Mar 31, 2024	FRANKLIN RESOURCES INC	1.55%	16.93M	1.21B	1.27M	+8.12%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.03%	22.18M	1.59B	1.66M	+8.11%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	2.19%	23.99M	1.72B	7.55M	+45.92%
Mar 31, 2024	STATE STREET CORP	5.29%	57.75M	4.14B	-5.85M	-9.20%
Mar 31, 2024	JPMORGAN CHASE & CO	2.76%	30.17M	2.16B	10.65M	+54.56%
Mar 31, 2024	FMR LLC	3.02%	33.01M	2.37B	-3.29M	-9.05%
Mar 31, 2024	BLACKROCK INC.	7.12%	77.71M	5.57B	-27.16K	-0.03%
Mar 31, 2024	VANGUARD GROUP INC	9.17%	100.09M	7.18B	481.07K	+0.48%
Mar 31, 2024	TWIN TREE MANAGEMENT, LP	0.17%	1.87M	133.9M	1.87M	+100.00%
Mar 31, 2024	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.17%	1.87M	134.35M	283.58K	+17.84%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.72%	7.85M	563.4M	469.04K	+6.35%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.79%	8.64M	634.67M	2.78M	+47.52%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	2.19%	23.89M	1.71B	-6.01M	-20.11%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.41%	26.32M	1.89B	896.7K	+3.53%
Dec 31, 2023		0.49%	5.36M	375.49M	-18.61K	-0.35%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	6.09M	426.99M	111.31K	+1.86%
Dec 31, 2023	FEDERATED HERMES, INC.	0.57%	6.18M	433M	-607.95K	-8.96%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.6%	6.55M	459.61M	-78.9K	-1.19%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.68%	7.38M	517.79M	606.94K	+8.96%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.69%	7.57M	530.58M	-643.11K	-7.83%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.72%	7.91M	554.72M	363.09K	+4.81%
Dec 31, 2023	NORGES BANK	0.82%	9M	631.07M	9M	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.97%	10.58M	741.77M	767.21K	+7.82%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.98%	10.67M	748.35M	1.66M	+18.45%
Dec 31, 2023	NORTHERN TRUST CORP	0.98%	10.71M	750.78M	-30.8K	-0.29%
Dec 31, 2023	FRANKLIN RESOURCES INC	1.43%	15.66M	1.1B	-25.92K	-0.17%
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	1.51%	16.44M	1.15B	5.71M	+53.16%
Dec 31, 2023	JPMORGAN CHASE & CO	1.79%	19.52M	1.37B	12.02M	+160.45%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.88%	20.52M	1.43B	393.1K	+1.95%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.33%	25.42M	1.78B	-684.28K	-2.62%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	2.74%	29.9M	2.1B	-4.39M	-12.79%
Dec 31, 2023	FMR LLC	3.32%	36.3M	2.55B	-2.61M	-6.70%
Dec 31, 2023	STATE STREET CORP	5.82%	63.61M	4.46B	803.95K	+1.28%
Dec 31, 2023	BLACKROCK INC.	7.12%	77.73M	5.45B	104.51K	+0.13%
Dec 31, 2023	VANGUARD GROUP INC	9.12%	99.61M	6.98B	35.9K	+0.04%
Dec 31, 2023	CANADA PENSION PLAN INVESTMENT BOARD	0.16%	1.71M	120.06M	-194.46K	-10.20%
Dec 31, 2023	APG ASSET MANAGEMENT N.V.	0.17%	1.83M	116.11M	109.98K	+6.40%
Dec 31, 2023	DEUTSCHE BANK AG\	0.17%	1.86M	130.4M	434.73K	+30.51%
Dec 31, 2023	AMUNDI	0.17%	1.88M	134.9M	-14.64K	-0.77%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.18%	1.98M	138.76M	18.84K	+0.96%
Dec 31, 2023	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	0.19%	2.05M	143.76M	32.8K	+1.63%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.19%	2.06M	144.57M	-14.64K	-0.71%
Dec 31, 2023	LPL FINANCIAL LLC	0.19%	2.09M	146.23M	56.92K	+2.81%
Dec 31, 2023	NATIONAL PENSION SERVICE	0.19%	2.09M	146.26M	59.2K	+2.92%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.19%	2.11M	151.45M	239.24K	+12.77%
Dec 31, 2023	RHUMBLINE ADVISERS	0.19%	2.12M	148.65M	-2.04K	-0.10%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.21%	2.32M	162.44M	-345.43K	-12.98%
Dec 31, 2023	UBS GROUP AG	0.21%	2.33M	163.08M	142.5K	+6.53%
Dec 31, 2023	JENNISON ASSOCIATES LLC	0.22%	2.4M	168.13M	-3.82K	-0.16%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.23%	2.49M	174.39M	6.22K	+0.25%
Dec 31, 2023	COHEN & STEERS, INC.	0.23%	2.5M	175.56M	-9.12K	-0.36%
Dec 31, 2023	CLEARBRIDGE INVESTMENTS LTD	0.25%	2.77M	194.32M	-55.7K	-1.97%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	2.77M	194.45M	-11.57K	-0.42%
Dec 31, 2023	SWISS NATIONAL BANK	0.31%	3.41M	239.12M	-97.1K	-2.77%
Dec 31, 2023	BARCLAYS PLC	0.32%	3.46M	242.86M	1.35M	+63.60%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.32%	3.53M	247.46M	3.53M	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.33%	3.56M	249.35M	359.57K	+11.25%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.36%	3.94M	276.17M	63.79K	+1.65%
Dec 31, 2023	ENSIGN PEAK ADVISORS, INC	0.39%	4.27M	299.6M	464.72K	+12.20%
Dec 31, 2023	MITSUBISHI UFJ TRUST & BANKING CORP	0.42%	4.58M	321.08M	-467.85K	-9.27%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.43%	4.66M	326.46M	850.68K	+22.36%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.49%	5.34M	374.61M	268.25K	+5.29%
Dec 31, 2023	INVESCO LTD.	0.53%	5.82M	408.27M	125.29K	+2.20%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.54%	5.86M	425.45M	473.65K	+8.80%

Insiders

Among the SO insiders holding of 0.09% of the stake in company, FANNING THOMAS A, director, holds the largest shares of 844.24K. CONNALLY STAN W, EVP & COO, is the second largest SO insider with ownership of 149.42K shares. KERR, II JAMES Y, Chairman, President & CEO, GAS, stands third with possession of 145.09K shares of that stake.

Insiders	Designation	Shares Held
FANNING THOMAS A	director	844.24K
CONNALLY STAN W	EVP & COO	149.42K
KERR, II JAMES Y	Chairman, President & CEO, GAS	145.09K
KUCZYNSKI STEPHEN E	CEO, Southern Nuclear	126.53K
DAVIS MARTIN BERNARD	EVP & CIO	102.09K
GREENE KIMBERLY S,	Chairman, President & CEO, GPC	93.66K
WOMACK CHRISTOPHER C	Chairman, President & CEO	87.72K
WILSON ANTHONY L	President & CEO, MPC	85.31K
ANDERSON BRYAN D	EVP	51.46K
POROCH DAVID P.	Comptroller	28.69K
TUCKER DANIEL S	Executive Vice President & CFO	28.1K
CUMMISKEY CHRISTOPHER	EVP	22.5K
SPAINHOUR STERLING A JR.	EVP & CLO	17.38K
DRAKE SLOANE N	EVP, CHRO	16.77K
DAISS ANN P	Comptroller	13.82K
PEOPLES JAMES JEFFREY	Chairman, President & CEO, APC	13.24K
GRAIN DAVID J	director	791

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 30, 2025	ANDERSON BRYAN D	SALE	93.83	6.21K	582.31K	51.46K
Aug 11, 2025	SPAINHOUR STERLING A JR.	SALE	95.02	2.38K	226.15K	17.38K
Jul 21, 2025	GREENE KIMBERLY S,	SALE	95.00	13.16K	1.25M	93.66K
May 23, 2025	CUMMISKEY CHRISTOPHER	SALE	89.54	12.34K	1.1M	22.5K
Mar 31, 2025	CONNALLY STAN W	SALE	92.24	12.5K	1.15M	149.42K
Mar 10, 2025	GREENE KIMBERLY S,	SALE	93.12	32.19K	3M	106.82K
Mar 03, 2025	WOMACK CHRISTOPHER C	SALE	90.13	24.41K	2.2M	87.72K
Mar 03, 2025	DAVIS MARTIN BERNARD	SALE	89.61	1.13K	100.81K	102.09K
Feb 25, 2025	WOMACK CHRISTOPHER C	SALE	90.00	1.59K	143.37K	112.13K
Feb 19, 2025	CUMMISKEY CHRISTOPHER	SALE	86.00	944	81.18K	34.84K
Feb 11, 2025	PEOPLES JAMES JEFFREY	SALE	86.00	14.54K	1.25M	13.24K
Feb 04, 2025	CUMMISKEY CHRISTOPHER	SALE	83.32	837	69.74K	22.5K
Dec 05, 2024	WOMACK CHRISTOPHER C	SALE	86.18	14K	1.21M	73.91K
Dec 05, 2024	DAVIS MARTIN BERNARD	SALE	85.90	1.17K	100.5K	88.39K
Nov 04, 2024	SPAINHOUR STERLING A JR.	SALE	88.54	793	70.21K	11.71K
Oct 04, 2024	KERR, II JAMES Y	SALE	89.64	30K	2.69M	145.09K
Sep 06, 2024	ANDERSON BRYAN D	SALE	89.54	6.57K	587.83K	44.47K
Aug 05, 2024	SPAINHOUR STERLING A JR.	SALE	88.99	2.38K	211.8K	12.5K
Jul 05, 2024	WILSON ANTHONY L	SALE	77.61	6.9K	535.51K	85.31K
Jul 03, 2024	DRAKE SLOANE N	SALE	77.61	12K	931.32K	16.77K
May 02, 2024	GREENE KIMBERLY S,	SALE	75.01	10.87K	815.66K	110.63K
May 01, 2024	GREENE KIMBERLY S,	SALE	75.04	9.13K	684.82K	121.5K
Mar 11, 2024	KUCZYNSKI STEPHEN E	SALE	68.92	5K	344.6K	126.53K
Feb 16, 2024	CUMMISKEY CHRISTOPHER	SALE	65.99	902	59.52K	22.5K
Feb 15, 2024	CUMMISKEY CHRISTOPHER	SALE	67.18	12.99K	872.33K	23.4K
Feb 12, 2024	KUCZYNSKI STEPHEN E	SALE	66.94	5K	334.7K	129.55K
Feb 12, 2024	CUMMISKEY CHRISTOPHER	SALE	66.94	883	59.11K	35.49K
Feb 06, 2024	CUMMISKEY CHRISTOPHER	SALE	67.06	899	60.29K	22.5K
Jan 17, 2024	POROCH DAVID P.	SALE	69.96	10.1K	706.53K	28.69K
Jan 10, 2024	KUCZYNSKI STEPHEN E	SALE	71.99	5K	359.95K	101.28K
Dec 11, 2023	KUCZYNSKI STEPHEN E	SALE	71.23	5K	356.15K	106.28K
Nov 16, 2023	POROCH DAVID P.	SALE	69.39	10K	693.9K	28.69K
Nov 10, 2023	KUCZYNSKI STEPHEN E	SALE	68.39	5K	341.95K	111.28K
Oct 10, 2023	KUCZYNSKI STEPHEN E	SALE	66.00	5K	330K	116.28K
Sep 11, 2023	KUCZYNSKI STEPHEN E	SALE	67.83	5K	339.15K	121.28K
Sep 05, 2023	DAVIS MARTIN BERNARD	SALE	67.05	1.49K	99.9K	72.76K
Aug 29, 2023	CUMMISKEY CHRISTOPHER	SALE	68.30	5K	341.5K	22.51K
Aug 10, 2023	KUCZYNSKI STEPHEN E	SALE	69.70	5K	348.5K	126.28K
Jul 21, 2023	GREENE KIMBERLY S,	SALE	72.62	20K	1.45M	98.66K
Jul 10, 2023	KUCZYNSKI STEPHEN E	SALE	70.58	5K	352.9K	131.28K
Jun 12, 2023	KUCZYNSKI STEPHEN E	SALE	71.48	5K	357.4K	136.28K
Jun 09, 2023	FANNING THOMAS A	SALE	70.76	50K	3.54M	844.24K
Jun 05, 2023	GREENE KIMBERLY S,	SALE	69.78	47.33K	3.3M	118.66K
Jun 05, 2023	POROCH DAVID P.	SALE	70.05	10K	700.5K	28.69K
Jun 01, 2023	DAVIS MARTIN BERNARD	SALE	69.99	1.44K	100.44K	74.25K
May 10, 2023	KUCZYNSKI STEPHEN E	SALE	74.96	5K	374.8K	141.28K
May 10, 2023	ANDERSON BRYAN D	SALE	75.11	27.43K	2.06M	36.12K
May 10, 2023	FANNING THOMAS A	SALE	75.16	50K	3.76M	847.59K
May 08, 2023	ANDERSON BRYAN D	SALE	75.03	9.49K	712.11K	36.12K
Apr 10, 2023	FANNING THOMAS A	SALE	71.54	50K	3.58M	897.59K
Apr 10, 2023	KUCZYNSKI STEPHEN E	SALE	71.89	5K	359.45K	146.28K
Mar 01, 2023	DAVIS MARTIN BERNARD	SALE	62.55	1.6K	100.14K	75.68K
Feb 16, 2023	CUMMISKEY CHRISTOPHER	SALE	66.60	1.28K	85.38K	27.51K
Feb 08, 2023	CUMMISKEY CHRISTOPHER	SALE	67.31	852	57.35K	22.06K
Jan 10, 2023	KUCZYNSKI STEPHEN E	SALE	70.95	14.55K	1.03M	120.79K
Jan 04, 2023	CUMMISKEY CHRISTOPHER	SALE	72.03	1.03K	73.97K	22.06K
Dec 07, 2022	DAVIS MARTIN BERNARD	SALE	68.35	1.48K	100.82K	38.44K
Nov 10, 2022	KUCZYNSKI STEPHEN E	SALE	64.74	14.5K	938.73K	115.28K
Oct 28, 2022	DAVIS MARTIN BERNARD	SALE	65.80	3.05K	200.69K	39.92K
Oct 10, 2022	KUCZYNSKI STEPHEN E	SALE	64.52	14.5K	935.54K	115.28K
Sep 08, 2022	KUCZYNSKI STEPHEN E	SALE	79.47	14.5K	1.15M	115.28K
Aug 10, 2022	KUCZYNSKI STEPHEN E	SALE	78.37	14.5K	1.14M	115.28K
Jul 29, 2022	KERR, II JAMES Y	SALE	76.00	25K	1.9M	136.99K
Jul 05, 2022	KUCZYNSKI STEPHEN E	SALE	72.92	14.5K	1.06M	115.28K
Jun 10, 2022	KUCZYNSKI STEPHEN E	SALE	72.08	14.5K	1.05M	115.28K
May 10, 2022	KUCZYNSKI STEPHEN E	SALE	74.58	14.5K	1.08M	115.28K
Apr 08, 2022	ANDERSON BRYAN D	SALE	75.96	26.92K	2.04M	30.66K
Apr 08, 2022	KUCZYNSKI STEPHEN E	SALE	75.97	14.5K	1.1M	115.28K
Apr 05, 2022	GREENE KIMBERLY S,	SALE	75.03	41.86K	3.14M	123.12K
Mar 31, 2022	GREENE KIMBERLY S,	SALE	72.50	16.31K	1.18M	123.12K
Mar 31, 2022	WILSON ANTHONY L	SALE	73.00	6.85K	500.05K	64.49K
Mar 30, 2022	GREENE KIMBERLY S,	SALE	72.75	80.68K	5.87M	123.12K
Mar 25, 2022	GREENE KIMBERLY S,	SALE	70.06	82.28K	5.76M	123.12K
Mar 21, 2022	KUCZYNSKI STEPHEN E	SALE	68.29	14.5K	990.21K	115.28K
Mar 04, 2022	DAISS ANN P	SALE	67.47	7.5K	506.03K	13.82K
Mar 01, 2022	CUMMISKEY CHRISTOPHER	SALE	64.73	2K	129.46K	22.06K
Feb 25, 2022	WOMACK CHRISTOPHER C	SALE	65.00	20.66K	1.34M	24.67K
Feb 23, 2022	CUMMISKEY CHRISTOPHER	SALE	63.61	909	57.82K	24.06K
Feb 16, 2022	CUMMISKEY CHRISTOPHER	SALE	65.07	874	56.87K	24.97K
Feb 16, 2022	WOMACK CHRISTOPHER C	SALE	65.07	4.75K	308.82K	45.33K
Feb 10, 2022	KUCZYNSKI STEPHEN E	SALE	67.80	2.5K	169.5K	81.86K
Jan 10, 2022	KUCZYNSKI STEPHEN E	SALE	68.59	2.5K	171.48K	84.36K
Jan 05, 2022	CUMMISKEY CHRISTOPHER	SALE	67.65	989	66.91K	16.47K
Dec 16, 2021	GREENE KIMBERLY S,	SALE	67.54	66.12K	4.47M	85.77K
Dec 10, 2021	KUCZYNSKI STEPHEN E	SALE	64.89	2.5K	162.23K	81.65K
Dec 01, 2021	CUMMISKEY CHRISTOPHER	SALE	61.45	2K	122.9K	15.8K
Nov 10, 2021	TUCKER DANIEL S	SALE	63.62	2.35K	149.51K	28.1K
Nov 10, 2021	KUCZYNSKI STEPHEN E	SALE	63.05	2.5K	157.63K	84.15K
Oct 08, 2021	KUCZYNSKI STEPHEN E	SALE	62.65	2.5K	156.63K	86.65K
Sep 10, 2021	KUCZYNSKI STEPHEN E	SALE	67.04	2.5K	167.6K	89.15K
Sep 09, 2021	GREENE KIMBERLY S,	SALE	67.50	16.16K	1.09M	85.77K
Sep 07, 2021	WOMACK CHRISTOPHER C	SALE	66.87	5.93K	396.61K	24.66K
Sep 07, 2021	ANDERSON BRYAN D	SALE	66.87	22.51K	1.51M	24.11K
Sep 01, 2021	CUMMISKEY CHRISTOPHER	SALE	65.97	1.5K	98.96K	17.8K
Aug 03, 2021	DAISS ANN P	SALE	64.34	1.75K	112.6K	12.9K
Jul 30, 2021	DAVIS MARTIN BERNARD	SALE	64.61	7K	452.27K	28.09K
Jun 01, 2021	KUCZYNSKI STEPHEN E	SALE	64.13	2.5K	160.33K	91.65K
May 10, 2021	KUCZYNSKI STEPHEN E	SALE	66.45	2.5K	166.13K	94.15K
May 04, 2021	DAISS ANN P	SALE	66.05	4.43K	292.27K	14.5K
Apr 20, 2021	KERR, II JAMES Y	SALE	66.16	25K	1.65M	101.92K
Apr 09, 2021	KUCZYNSKI STEPHEN E	SALE	62.97	2.5K	157.43K	96.65K
Apr 05, 2021	DAISS ANN P	SALE	62.75	5.55K	348.2K	18.67K
Mar 10, 2021	KUCZYNSKI STEPHEN E	SALE	59.41	2.5K	148.53K	99.15K
Feb 19, 2021	CUMMISKEY CHRISTOPHER	SALE	59.52	6.2K	369.02K	18.73K
Feb 10, 2021	KUCZYNSKI STEPHEN E	SALE	61.00	2.5K	152.5K	66.13K
Jan 11, 2021	KUCZYNSKI STEPHEN E	SALE	61.19	2.5K	152.98K	66.99K
Dec 10, 2020	KUCZYNSKI STEPHEN E	SALE	60.93	2.5K	152.33K	64.5K
Dec 03, 2020	GREENE KIMBERLY S,	SALE	61.96	30K	1.86M	50.29K
Nov 10, 2020	KUCZYNSKI STEPHEN E	SALE	62.62	2.5K	156.55K	67K
Nov 09, 2020	WOMACK CHRISTOPHER C	SALE	63.00	5.93K	373.65K	6.3K
Nov 09, 2020	KERR, II JAMES Y	SALE	64.16	25K	1.6M	67.21K
Oct 09, 2020	KUCZYNSKI STEPHEN E	SALE	59.00	2.5K	147.5K	69.5K
Oct 06, 2020	WOMACK CHRISTOPHER C	SALE	58.00	5.93K	343.94K	12.23K
Oct 02, 2020	KUCZYNSKI STEPHEN E	SALE	55.00	2.5K	137.5K	72K
Sep 08, 2020	GRAIN DAVID J	SALE	52.92	10K	529.2K	791
Aug 12, 2020	WILSON ANTHONY L	PURCHASE	55.21	1.81K	99.65K	35.03K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES21.74K3

NET SHARES-21.74K3

SHARES HELD162.5K3

% NET SHARES-113.38%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares3.13

Short Percent Of Float3.14

Shares Outstanding1.10B

Shares Float1.10B

Shares Short34.46M

Short Ratio6.46

3.14%

Short % of Float

3.13%

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

0.09% Percentage of Shares held by All Insiders

71.66% Percentage of Shares held by All Institutions

71.73% Percentage of Float held by Institutions

2644

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.79%	8.64M	818.75M	270.04K	+3.23%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	2.9M	275.28M	54.64K	+1.92%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.14%	1.55M	146.84M	-30.03K	-1.90%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.15%	1.69M	160.04M	-2.47K	-0.15%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.89%	9.81M	929.35M	53.16K	+0.55%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.14%	1.54M	145.62M	593.15K	+62.87%
Sep 30, 2025	ROYAL BANK OF CANADA	0.95%	10.44M	989.4M	1.09M	+11.64%
Sep 30, 2025	NORTHERN TRUST CORP	0.96%	10.57M	1B	-13.34K	-0.13%
Sep 30, 2025	LPL FINANCIAL LLC	0.26%	2.86M	271.42M	394.12K	+15.96%
Sep 30, 2025	MORGAN STANLEY	1.27%	13.96M	1.32B	1.1M	+8.55%
Sep 30, 2025	FRANKLIN RESOURCES INC	1.27%	13.96M	1.32B	-52.7K	-0.38%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	1.79%	19.66M	1.86B	-6.23M	-24.08%
Sep 30, 2025	LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD	1.34%	14.76M	16.67M	14.76M	+100.00%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.8%	19.81M	1.88B	-521.65K	-2.57%
Sep 30, 2025	FMR LLC	2.23%	24.51M	2.32B	-236.17K	-0.95%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.44%	26.87M	2.55B	867.35K	+3.34%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.64%	29.02M	2.75B	11.5M	+65.60%
Sep 30, 2025	CAPITAL WORLD INVESTORS	3.05%	33.55M	3.18B	25.57M	+320.34%
Sep 30, 2025	STATE STREET CORP	5.38%	59.12M	5.6B	8.39K	+0.01%
Sep 30, 2025	JPMORGAN CHASE & CO	6.35%	69.82M	6.62B	855.74K	+1.24%
Sep 30, 2025	VANGUARD GROUP INC	9.67%	106.41M	10.08B	510.08K	+0.48%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.28%	3.05M	288.94M	-1.54K	-0.05%
Sep 30, 2025	SOROBAN CAPITAL PARTNERS LP	0.39%	4.25M	402.78M	152.65K	+3.73%
Sep 30, 2025	NUVEEN, LLC	0.41%	4.48M	424.4M	-665.94K	-12.95%
Sep 30, 2025	UBS GROUP AG	0.45%	5M	473.75M	827.13K	+19.83%
Sep 30, 2025	INVESCO LTD.	0.46%	5.07M	480.69M	-27.78K	-0.54%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.52%	5.73M	542.87M	-712.03K	-11.06%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.62%	6.81M	645.44M	41.91K	+0.62%
Sep 30, 2025	SWISS NATIONAL BANK	0.29%	3.17M	300.24M	-152.1K	-4.58%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.54%	5.92M	560.58M	-1.32M	-18.28%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.31%	3.45M	326.68M	-750.31K	-17.88%
Sep 30, 2025	BARCLAYS PLC	0.32%	3.48M	329.5M	712.07K	+25.75%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.36%	3.95M	374.36M	112.25K	+2.92%
Sep 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.36%	4.01M	380.04M	33.59K	+0.84%
Sep 30, 2025	BLACKROCK, INC.	7.89%	86.82M	8.23B	-357.08K	-0.41%
Sep 30, 2025	CAPITAL ADVISORS INC/OK	0.09%	950.96K	90.12M	22.46K	+2.42%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.09%	981.42K	93.01M	110.91K	+12.74%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	985.13K	93.36M	-71.9K	-6.80%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.09%	1.03M	97.74M	17K	+1.68%
Sep 30, 2025	CITIGROUP INC	0.1%	1.05M	99.67M	-32.8K	-3.02%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.1%	1.06M	100.9M	-74.1K	-6.51%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.1%	1.13M	106.87M	-36.77K	-3.16%
Sep 30, 2025	APG ASSET MANAGEMENT N.V.	0.1%	1.15M	92.78M	-18.18K	-1.56%
Sep 30, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.1%	1.15M	109.13M	-194.49K	-14.45%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.11%	1.23M	116.27M	40.58K	+3.42%
Sep 30, 2025	ENERGY INCOME PARTNERS, LLC	0.12%	1.27M	120.79M	3.5K	+0.28%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.12%	1.3M	122.83M	149.2K	+13.01%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.13%	1.42M	134.45M	-6.53K	-0.46%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.14%	1.54M	145.54M	14.47K	+0.95%
Sep 30, 2025	JENNISON ASSOCIATES LLC	0.16%	1.78M	168.62M	-786.66K	-30.66%
Sep 30, 2025	HSBC HOLDINGS PLC	0.16%	1.81M	171.62M	10.72K	+0.60%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.66%	7.28M	690.38M	141.01K	+1.97%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.78%	8.53M	808.63M	285.55K	+3.46%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.17%	1.92M	181.51M	233.34K	+13.87%
Sep 30, 2025	RHUMBLINE ADVISERS	0.18%	1.94M	183.54M	13.77K	+0.72%
Sep 30, 2025	DEUTSCHE BANK AG\	0.18%	1.94M	184.26M	11.73K	+0.61%
Sep 30, 2025	FEDERATED HERMES, INC.	0.18%	1.96M	185.57M	-385.5K	-16.45%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.19%	2.04M	193.75M	-431.29K	-17.42%
Sep 30, 2025	MARSHALL WACE, LLP	0.19%	2.05M	194.35M	-970.17K	-32.12%
Sep 30, 2025	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	0.19%	2.08M	196.91M	-42.92K	-2.02%
Sep 30, 2025	AMUNDI	0.2%	2.17M	207.63M	-166.16K	-7.10%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.2%	2.19M	207.67M	80.27K	+3.80%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.23%	2.53M	239.4M	25.69K	+1.03%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	2.71M	256.44M	54.82K	+2.07%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.25%	2.75M	260.97M	47.45K	+1.75%
Sep 30, 2025	ENSIGN PEAK ADVISORS, INC	0.25%	2.77M	262.24M	-240.86K	-8.01%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.09%	943.43K	86.64B	-851.54K	-47.44%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.09%	1.01M	92.44M	-342.6K	-25.39%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.11%	1.17M	107.34B	77.79K	+7.13%
Jun 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.11%	1.2M	110.25M	500K	+71.36%
Jun 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.11%	1.21M	110.87M	572.73K	+90.24%
Jun 30, 2025	ENERGY INCOME PARTNERS, LLC	0.12%	1.27M	116.72M	-177.76K	-12.27%
Jun 30, 2025	COLONY GROUP, LLC	0.12%	1.28M	117.91M	11.7K	+0.92%
Jun 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.12%	1.31M	120.53M	11.84K	+0.91%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.12%	1.31M	120.53B	8.48K	+0.65%
Jun 30, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.12%	1.35M	123.6M	45.09K	+3.47%
Jun 30, 2025	EMPOWER ADVISORY GROUP, LLC	0.13%	1.47M	135.12M	32.31K	+2.25%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.14%	1.58M	145.04M	-24.28K	-1.51%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.15%	1.69M	155.31M	-195.73K	-10.37%
Jun 30, 2025	WELCH GROUP, LLC	0.07%	767.46K	70.48M	1.01K	+0.13%
Jun 30, 2025	OLD REPUBLIC INTERNATIONAL CORP	0.07%	771K	70.8M	0	0
Jun 30, 2025	MACKENZIE FINANCIAL CORP	0.07%	786.52K	72.23M	-42.83K	-5.16%
Jun 30, 2025	TWIN TREE MANAGEMENT, LP	0.09%	1.04M	95.27M	-81.8K	-7.31%
Jun 30, 2025	NORTHERN TRUST CORP	0.96%	10.59M	972.1M	-326.83K	-3.00%
Jun 30, 2025	NUVEEN, LLC	0.47%	5.14M	472.39M	-404.85K	-7.30%
Jun 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.07%	822.4K	75.52M	42.53K	+5.45%
Jun 30, 2025	DEUTSCHE BANK AG\	0.18%	1.93M	177.47M	6.12K	+0.32%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.59%	6.44M	591.41M	1.68M	+35.39%
Jun 30, 2025	INVESCO LTD.	0.46%	5.1M	468.33M	120.52K	+2.42%
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.38%	4.2M	385.44M	-720.83K	-14.66%
Jun 30, 2025	UBS GROUP AG	0.38%	4.17M	383.1M	-618.56K	-12.91%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.35%	3.84M	352.44M	-159.65K	-3.99%
Jun 30, 2025	SWISS NATIONAL BANK	0.3%	3.32M	304.89M	229.9K	+7.44%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	2.85M	261.72M	-73.02K	-2.50%
Jun 30, 2025	BARCLAYS PLC	0.25%	2.76M	253.89M	321.65K	+13.17%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.25%	2.71M	248.51M	-74.3K	-2.67%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.23%	2.5M	229.61M	14.36K	+0.58%
Jun 30, 2025	LPL FINANCIAL LLC	0.22%	2.47M	226.81M	117.99K	+5.02%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.19%	2.11M	193.85M	164.1K	+8.43%
Jun 30, 2025	HSBC HOLDINGS PLC	0.16%	1.8M	165.14M	-22.45K	-1.23%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.28%	3.05M	280.12M	11.35K	+0.37%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.27%	3.01M	276.22M	72.34K	+2.46%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	2.48M	227.35M	-20.8K	-0.83%
Jun 30, 2025	RHUMBLINE ADVISERS	0.17%	1.92M	176.58M	-42.21K	-2.15%
Jun 30, 2025	BLACKROCK, INC.	7.92%	87.17M	8.01B	2.82M	+3.35%
Jun 30, 2025	MORGAN STANLEY	1.17%	12.86M	1.18T	655.17K	+5.37%
Jun 30, 2025	SOUNDWATCH CAPITAL LLC	0.1%	1.13M	2.49M	1.13M	+100.00%
Jun 30, 2025	COHEN & STEERS, INC.	0.1%	1.12M	102.7M	500	+0.04%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	1.06M	97.07M	-35.52K	-3.25%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.09%	1.04M	95.88M	979.59K	+1,518.41%
Jun 30, 2025	CAPITAL WORLD INVESTORS	0.73%	7.98M	732.93M	7.98M	+100.00%
Jun 30, 2025		0.47%	5.14M	472.39M	-404.85K	-7.30%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.4%	4.42M	48.15M	4.37M	+9,099.61%
Jun 30, 2025	SOROBAN CAPITAL PARTNERS LP	0.37%	4.1M	376.27M	1.87M	+83.78%
Jun 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.36%	3.98M	365.16M	329.74K	+9.04%
Jun 30, 2025	MARSHALL WACE, LLP	0.27%	3.02M	277.41M	-667.54K	-18.10%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	2.65M	243.45M	33.53K	+1.28%
Jun 30, 2025	JENNISON ASSOCIATES LLC	0.23%	2.57M	235.62M	403.93K	+18.68%
Jun 30, 2025	AMUNDI	0.21%	2.34M	213.33M	627.78K	+36.65%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.11%	1.2M	109.97M	1.2M	+100.00%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.11%	1.19M	108.93M	88.3K	+8.04%
Jun 30, 2025	APG ASSET MANAGEMENT N.V.	0.11%	1.17M	91.41M	935.13K	+400.73%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.15%	1.68M	154.45M	-181.38K	-9.73%
Jun 30, 2025	FEDERATED HERMES, INC.	0.21%	2.34M	215.21M	-702.7K	-23.07%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.62%	6.77M	621.57M	87.89K	+1.32%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.65%	7.14M	656.02M	-333.92K	-4.47%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.75%	8.25M	757.32M	-171.8K	-2.04%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.76%	8.37M	768.55M	-756.38K	-8.29%
Jun 30, 2025	ROYAL BANK OF CANADA	0.85%	9.35M	858.76M	229.96K	+2.52%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.89%	9.75M	895.64M	460.34K	+4.95%
Jun 30, 2025	NORGES BANK	1.17%	12.85M	1.18B	12.85M	+100.00%
Jun 30, 2025	FRANKLIN RESOURCES INC	1.27%	14.02M	1.29B	-929.99K	-6.22%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.59%	17.53M	1.61B	2.66M	+17.89%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.85%	20.33M	1.87B	-846.72K	-4.00%
Jun 30, 2025	FMR LLC	2.25%	24.74M	2.27B	-4.28M	-14.75%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	2.35%	25.89M	2.38B	120.04K	+0.47%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.36%	26.01M	2.38B	241.57K	+0.94%
Jun 30, 2025	STATE STREET CORP	5.37%	59.12M	5.43B	718.01K	+1.23%
Jun 30, 2025	JPMORGAN CHASE & CO	6.27%	68.96M	6.33B	5.38M	+8.46%
Jun 30, 2025	VANGUARD GROUP INC	9.63%	105.9M	9.73B	1.69M	+1.63%
Jun 30, 2025	CITADEL ADVISORS LLC	0.22%	2.36M	217.17B	-70.65K	-2.90%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.66%	7.24M	664.71B	-104.35K	-1.42%
Jun 30, 2025	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	0.19%	2.12M	194.74M	29.9K	+1.43%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.07%	811.74K	74.54M	720.59K	+790.57%
Jun 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.07%	824.39K	75.7M	281	+0.03%
Jun 30, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.08%	832.09K	76.41M	-199.86K	-19.37%
Jun 30, 2025	MAWER INVESTMENT MANAGEMENT LTD.	0.08%	836.48K	76.81M	-49.21K	-5.56%
Jun 30, 2025	KOREA INVESTMENT CORP	0.08%	856.85K	78.68M	-20.25K	-2.31%
Jun 30, 2025	STONEGATE INVESTMENT GROUP, LLC	0.08%	890.86K	81.81M	10.58K	+1.20%
Jun 30, 2025	CAPITAL ADVISORS INC/OK	0.08%	928.5K	85.26M	16.88K	+1.85%
Jun 30, 2025	MIZUHO MARKETS AMERICAS LLC	0.08%	933.7K	159.05K	933.7K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.21%	2.35M	216.26M	152.72K	+6.94%
Mar 31, 2025	FEDERATED HERMES, INC.	0.28%	3.05M	280.11M	120.82K	+4.13%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.83%	9.13M	839.11M	1.93M	+26.78%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.84%	9.29M	854.47M	23.1K	+0.25%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.2%	2.18M	200.1M	-458.63K	-17.41%
Mar 31, 2025		0.5%	5.55M	510.23M	5.55M	+100.00%
Mar 31, 2025	VANGUARD GROUP INC	9.47%	104.21M	9.58B	1.42M	+1.38%
Mar 31, 2025	NORTHERN TRUST CORP	0.99%	10.91M	1B	107.39K	+0.99%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.68%	7.48M	687.58M	-155.88K	-2.04%
Mar 31, 2025	SWISS NATIONAL BANK	0.28%	3.09M	284.15M	-1.9K	-0.06%
Mar 31, 2025	ENSIGN PEAK ADVISORS, INC	0.27%	2.94M	269.93M	7.08K	+0.24%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	2.92M	268.78M	-906.99K	-23.68%
Mar 31, 2025	SOROBAN CAPITAL PARTNERS LP	0.2%	2.23M	205M	2.23M	+100.00%
Mar 31, 2025	INVESCO LTD.	0.45%	4.98M	457.86M	-345.85K	-6.49%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.45%	4.92M	452.23M	-89.87K	-1.79%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.28%	3.04M	279.44M	54.82K	+1.84%
Mar 31, 2025	BLACKROCK, INC.	7.67%	84.35M	7.76B	609.06K	+0.73%
Mar 31, 2025	FMR LLC	2.64%	29.02M	2.67B	805.98K	+2.86%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.61%	6.68M	614.3M	81.07K	+1.23%
Mar 31, 2025	UBS GROUP AG	0.44%	4.79M	440.48M	-574.68K	-10.71%
Mar 31, 2025	MARSHALL WACE, LLP	0.34%	3.69M	339.15M	-634.49K	-14.68%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.23%	2.49M	228.6M	45.31K	+1.86%
Mar 31, 2025	BARCLAYS PLC	0.22%	2.44M	224.65M	643.32K	+35.74%
Mar 31, 2025	JPMORGAN CHASE & CO	5.78%	63.58M	5.85B	7.78M	+13.94%
Mar 31, 2025	STATE STREET CORP	5.31%	58.4M	5.37B	752.27K	+1.30%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	2.34%	25.77M	2.37B	-1.47M	-5.41%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.34%	25.77M	2.36B	715.14K	+2.85%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.93%	21.18M	1.95B	-741.84K	-3.38%
Mar 31, 2025	FRANKLIN RESOURCES INC	1.36%	14.95M	1.37B	846.29K	+6.00%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.35%	14.87M	1.37B	-1.01M	-6.36%
Mar 31, 2025	MORGAN STANLEY	1.11%	12.21M	1.12B	714.16K	+6.21%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.43%	4.76M	437.38M	-452.17K	-8.68%
Mar 31, 2025	SYNOVUS FINANCIAL CORP	0.17%	1.89M	173.5M	186.11K	+10.94%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.17%	1.86M	171.33M	-290.2K	-13.48%
Mar 31, 2025	HSBC HOLDINGS PLC	0.17%	1.82M	167.45M	-156.24K	-7.89%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.16%	1.79M	165.05M	89.2K	+5.23%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.36%	4M	367.58M	314.49K	+8.54%
Mar 31, 2025	NATIONAL PENSION SERVICE	0.25%	2.78M	255.67M	180.45K	+6.94%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	2.62M	240.68M	22.8K	+0.88%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	2.5M	229.56M	56.94K	+2.33%
Mar 31, 2025	CITADEL ADVISORS LLC	0.22%	2.44M	223.95M	2.21M	+973.99%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.67%	7.34M	675.17M	-1.08M	-12.87%
Mar 31, 2025	ROYAL BANK OF CANADA	0.83%	9.12M	838.74M	645.72K	+7.62%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.77%	8.42M	774.11M	110.73K	+1.33%
Mar 31, 2025	JENNISON ASSOCIATES LLC	0.2%	2.16M	198.79M	623.42K	+40.52%
Mar 31, 2025	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	0.19%	2.09M	192.24M	15.23K	+0.73%
Mar 31, 2025	RHUMBLINE ADVISERS	0.18%	1.97M	180.69M	-80.11K	-3.92%
Mar 31, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.18%	1.95M	179.02M	230.94K	+13.46%
Mar 31, 2025	DEUTSCHE BANK AG\	0.18%	1.93M	177.14M	50.18K	+2.67%
Mar 31, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.33%	3.65M	335.32M	966.99K	+36.08%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.58%	6.35M	455.5M	-205.28K	-3.13%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.66%	7.21M	517.36M	-355.05K	-4.69%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.1%	1.14M	81.87M	-90.3K	-7.33%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.11%	1.22M	84.78M	6.07K	+0.50%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.12%	1.28M	91.5M	-67.97K	-5.06%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.12%	1.28M	91.78M	-13.27K	-1.03%
Mar 31, 2024	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.12%	1.29M	92.61M	198.16K	+18.14%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.12%	1.3M	93.41M	7.59K	+0.59%
Mar 31, 2024	EMPOWER ADVISORY GROUP, LLC	0.12%	1.33M	95.43M	42.01K	+3.26%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.13%	1.39M	99.46M	77.39K	+5.91%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.13%	1.46M	104.76M	-136.26K	-8.53%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	0.15%	1.64M	117.98M	-67.61K	-3.95%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.16%	1.79M	128.41M	1.79M	+100.00%
Mar 31, 2024	SYNOVUS FINANCIAL CORP	0.17%	1.83M	131.14M	230.55K	+14.43%
Mar 31, 2024	APG ASSET MANAGEMENT N.V.	0.17%	1.86M	123.81M	34.8K	+1.90%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.17%	1.87M	133.18M	-238.09K	-11.27%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	0.18%	1.93M	138.46M	500K	+34.97%
Mar 31, 2024	JENNISON ASSOCIATES LLC	0.18%	1.96M	140.45M	-440.01K	-18.35%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.19%	2.08M	149.49M	104.95K	+5.30%
Mar 31, 2024	LPL FINANCIAL LLC	0.19%	2.1M	150.58M	13.5K	+0.65%
Mar 31, 2024	NATIONAL PENSION SERVICE	0.19%	2.12M	152.32M	37.43K	+1.79%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.19%	2.12M	152.1M	58.4K	+2.83%
Mar 31, 2024	HSBC HOLDINGS PLC	0.19%	2.12M	152.28M	584.91K	+38.03%
Mar 31, 2024	RHUMBLINE ADVISERS	0.2%	2.16M	155.06M	41.49K	+1.96%
Mar 31, 2024	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	0.2%	2.19M	156.83M	135.84K	+6.63%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.21%	2.26M	162.38M	-53.19K	-2.30%
Mar 31, 2024	CLEARBRIDGE INVESTMENTS LTD	0.22%	2.4M	172.12M	-372.04K	-13.43%
Mar 31, 2024	COHEN & STEERS, INC.	0.23%	2.48M	177.83M	-24.84K	-0.99%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.23%	2.49M	178.66M	3.33K	+0.13%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	2.74M	196.71M	-31.05K	-1.12%
Mar 31, 2024	BARCLAYS PLC	0.26%	2.81M	201.48M	-655.11K	-18.91%
Mar 31, 2024	UBS GROUP AG	0.27%	2.94M	210.58M	609.59K	+26.21%
Mar 31, 2024	SWISS NATIONAL BANK	0.3%	3.27M	234.31M	-144.1K	-4.23%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.31%	3.44M	246.62M	-91.33K	-2.59%
Mar 31, 2024	ROYAL BANK OF CANADA	0.32%	3.49M	250.45M	-64.87K	-1.82%
Mar 31, 2024	ENSIGN PEAK ADVISORS, INC	0.35%	3.86M	276.88M	-413.21K	-9.67%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.36%	3.92M	281.15M	-19.48K	-0.49%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.37%	4.07M	292.2M	-582.61K	-12.51%
Mar 31, 2024	MITSUBISHI UFJ TRUST & BANKING CORP	0.4%	4.33M	308.09M	-252.4K	-5.51%
Mar 31, 2024	PICTET ASSET MANAGEMENT HOLDING SA	0.42%	4.61M	330.43M	-748.89K	-13.98%
Mar 31, 2024	INVESCO LTD.	0.47%	5.15M	369.21M	-675.94K	-11.61%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.51%	5.52M	396.2M	180.29K	+3.37%
Mar 31, 2024	FEDERATED HERMES, INC.	0.54%	5.89M	422.6M	-284.46K	-4.61%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.57%	6.22M	446.02M	127.71K	+2.10%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.87%	9.55M	684.88M	1.64M	+20.69%
Mar 31, 2024	NORTHERN TRUST CORP	0.94%	10.26M	736.4M	-442.26K	-4.13%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.97%	10.6M	760.75M	-68.11K	-0.64%
Mar 31, 2024	MORGAN STANLEY	1.02%	11.1M	796.62M	525.8K	+4.97%
Mar 31, 2024	FRANKLIN RESOURCES INC	1.55%	16.93M	1.21B	1.27M	+8.12%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.03%	22.18M	1.59B	1.66M	+8.11%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	2.19%	23.99M	1.72B	7.55M	+45.92%
Mar 31, 2024	STATE STREET CORP	5.29%	57.75M	4.14B	-5.85M	-9.20%
Mar 31, 2024	JPMORGAN CHASE & CO	2.76%	30.17M	2.16B	10.65M	+54.56%
Mar 31, 2024	FMR LLC	3.02%	33.01M	2.37B	-3.29M	-9.05%
Mar 31, 2024	BLACKROCK INC.	7.12%	77.71M	5.57B	-27.16K	-0.03%
Mar 31, 2024	VANGUARD GROUP INC	9.17%	100.09M	7.18B	481.07K	+0.48%
Mar 31, 2024	TWIN TREE MANAGEMENT, LP	0.17%	1.87M	133.9M	1.87M	+100.00%
Mar 31, 2024	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.17%	1.87M	134.35M	283.58K	+17.84%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.72%	7.85M	563.4M	469.04K	+6.35%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.79%	8.64M	634.67M	2.78M	+47.52%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	2.19%	23.89M	1.71B	-6.01M	-20.11%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.41%	26.32M	1.89B	896.7K	+3.53%
Dec 31, 2023		0.49%	5.36M	375.49M	-18.61K	-0.35%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	6.09M	426.99M	111.31K	+1.86%
Dec 31, 2023	FEDERATED HERMES, INC.	0.57%	6.18M	433M	-607.95K	-8.96%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.6%	6.55M	459.61M	-78.9K	-1.19%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.68%	7.38M	517.79M	606.94K	+8.96%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.69%	7.57M	530.58M	-643.11K	-7.83%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.72%	7.91M	554.72M	363.09K	+4.81%
Dec 31, 2023	NORGES BANK	0.82%	9M	631.07M	9M	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.97%	10.58M	741.77M	767.21K	+7.82%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.98%	10.67M	748.35M	1.66M	+18.45%
Dec 31, 2023	NORTHERN TRUST CORP	0.98%	10.71M	750.78M	-30.8K	-0.29%
Dec 31, 2023	FRANKLIN RESOURCES INC	1.43%	15.66M	1.1B	-25.92K	-0.17%
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	1.51%	16.44M	1.15B	5.71M	+53.16%
Dec 31, 2023	JPMORGAN CHASE & CO	1.79%	19.52M	1.37B	12.02M	+160.45%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.88%	20.52M	1.43B	393.1K	+1.95%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.33%	25.42M	1.78B	-684.28K	-2.62%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	2.74%	29.9M	2.1B	-4.39M	-12.79%
Dec 31, 2023	FMR LLC	3.32%	36.3M	2.55B	-2.61M	-6.70%
Dec 31, 2023	STATE STREET CORP	5.82%	63.61M	4.46B	803.95K	+1.28%
Dec 31, 2023	BLACKROCK INC.	7.12%	77.73M	5.45B	104.51K	+0.13%
Dec 31, 2023	VANGUARD GROUP INC	9.12%	99.61M	6.98B	35.9K	+0.04%
Dec 31, 2023	CANADA PENSION PLAN INVESTMENT BOARD	0.16%	1.71M	120.06M	-194.46K	-10.20%
Dec 31, 2023	APG ASSET MANAGEMENT N.V.	0.17%	1.83M	116.11M	109.98K	+6.40%
Dec 31, 2023	DEUTSCHE BANK AG\	0.17%	1.86M	130.4M	434.73K	+30.51%
Dec 31, 2023	AMUNDI	0.17%	1.88M	134.9M	-14.64K	-0.77%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.18%	1.98M	138.76M	18.84K	+0.96%
Dec 31, 2023	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	0.19%	2.05M	143.76M	32.8K	+1.63%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.19%	2.06M	144.57M	-14.64K	-0.71%
Dec 31, 2023	LPL FINANCIAL LLC	0.19%	2.09M	146.23M	56.92K	+2.81%
Dec 31, 2023	NATIONAL PENSION SERVICE	0.19%	2.09M	146.26M	59.2K	+2.92%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.19%	2.11M	151.45M	239.24K	+12.77%
Dec 31, 2023	RHUMBLINE ADVISERS	0.19%	2.12M	148.65M	-2.04K	-0.10%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.21%	2.32M	162.44M	-345.43K	-12.98%
Dec 31, 2023	UBS GROUP AG	0.21%	2.33M	163.08M	142.5K	+6.53%
Dec 31, 2023	JENNISON ASSOCIATES LLC	0.22%	2.4M	168.13M	-3.82K	-0.16%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.23%	2.49M	174.39M	6.22K	+0.25%
Dec 31, 2023	COHEN & STEERS, INC.	0.23%	2.5M	175.56M	-9.12K	-0.36%
Dec 31, 2023	CLEARBRIDGE INVESTMENTS LTD	0.25%	2.77M	194.32M	-55.7K	-1.97%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	2.77M	194.45M	-11.57K	-0.42%
Dec 31, 2023	SWISS NATIONAL BANK	0.31%	3.41M	239.12M	-97.1K	-2.77%
Dec 31, 2023	BARCLAYS PLC	0.32%	3.46M	242.86M	1.35M	+63.60%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.32%	3.53M	247.46M	3.53M	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.33%	3.56M	249.35M	359.57K	+11.25%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.36%	3.94M	276.17M	63.79K	+1.65%
Dec 31, 2023	ENSIGN PEAK ADVISORS, INC	0.39%	4.27M	299.6M	464.72K	+12.20%
Dec 31, 2023	MITSUBISHI UFJ TRUST & BANKING CORP	0.42%	4.58M	321.08M	-467.85K	-9.27%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.43%	4.66M	326.46M	850.68K	+22.36%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.49%	5.34M	374.61M	268.25K	+5.29%
Dec 31, 2023	INVESCO LTD.	0.53%	5.82M	408.27M	125.29K	+2.20%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.54%	5.86M	425.45M	473.65K	+8.80%

Insiders

Insiders	Designation	Shares Held
FANNING THOMAS A	director	844.24K
CONNALLY STAN W	EVP & COO	149.42K
KERR, II JAMES Y	Chairman, President & CEO, GAS	145.09K
KUCZYNSKI STEPHEN E	CEO, Southern Nuclear	126.53K
DAVIS MARTIN BERNARD	EVP & CIO	102.09K
GREENE KIMBERLY S,	Chairman, President & CEO, GPC	93.66K
WOMACK CHRISTOPHER C	Chairman, President & CEO	87.72K
WILSON ANTHONY L	President & CEO, MPC	85.31K
ANDERSON BRYAN D	EVP	51.46K
POROCH DAVID P.	Comptroller	28.69K
TUCKER DANIEL S	Executive Vice President & CFO	28.1K
CUMMISKEY CHRISTOPHER	EVP	22.5K
SPAINHOUR STERLING A JR.	EVP & CLO	17.38K
DRAKE SLOANE N	EVP, CHRO	16.77K
DAISS ANN P	Comptroller	13.82K
PEOPLES JAMES JEFFREY	Chairman, President & CEO, APC	13.24K
GRAIN DAVID J	director	791

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 30, 2025	ANDERSON BRYAN D	SALE	93.83	6.21K	582.31K	51.46K
Aug 11, 2025	SPAINHOUR STERLING A JR.	SALE	95.02	2.38K	226.15K	17.38K
Jul 21, 2025	GREENE KIMBERLY S,	SALE	95.00	13.16K	1.25M	93.66K
May 23, 2025	CUMMISKEY CHRISTOPHER	SALE	89.54	12.34K	1.1M	22.5K
Mar 31, 2025	CONNALLY STAN W	SALE	92.24	12.5K	1.15M	149.42K
Mar 10, 2025	GREENE KIMBERLY S,	SALE	93.12	32.19K	3M	106.82K
Mar 03, 2025	WOMACK CHRISTOPHER C	SALE	90.13	24.41K	2.2M	87.72K
Mar 03, 2025	DAVIS MARTIN BERNARD	SALE	89.61	1.13K	100.81K	102.09K
Feb 25, 2025	WOMACK CHRISTOPHER C	SALE	90.00	1.59K	143.37K	112.13K
Feb 19, 2025	CUMMISKEY CHRISTOPHER	SALE	86.00	944	81.18K	34.84K
Feb 11, 2025	PEOPLES JAMES JEFFREY	SALE	86.00	14.54K	1.25M	13.24K
Feb 04, 2025	CUMMISKEY CHRISTOPHER	SALE	83.32	837	69.74K	22.5K
Dec 05, 2024	WOMACK CHRISTOPHER C	SALE	86.18	14K	1.21M	73.91K
Dec 05, 2024	DAVIS MARTIN BERNARD	SALE	85.90	1.17K	100.5K	88.39K
Nov 04, 2024	SPAINHOUR STERLING A JR.	SALE	88.54	793	70.21K	11.71K
Oct 04, 2024	KERR, II JAMES Y	SALE	89.64	30K	2.69M	145.09K
Sep 06, 2024	ANDERSON BRYAN D	SALE	89.54	6.57K	587.83K	44.47K
Aug 05, 2024	SPAINHOUR STERLING A JR.	SALE	88.99	2.38K	211.8K	12.5K
Jul 05, 2024	WILSON ANTHONY L	SALE	77.61	6.9K	535.51K	85.31K
Jul 03, 2024	DRAKE SLOANE N	SALE	77.61	12K	931.32K	16.77K
May 02, 2024	GREENE KIMBERLY S,	SALE	75.01	10.87K	815.66K	110.63K
May 01, 2024	GREENE KIMBERLY S,	SALE	75.04	9.13K	684.82K	121.5K
Mar 11, 2024	KUCZYNSKI STEPHEN E	SALE	68.92	5K	344.6K	126.53K
Feb 16, 2024	CUMMISKEY CHRISTOPHER	SALE	65.99	902	59.52K	22.5K
Feb 15, 2024	CUMMISKEY CHRISTOPHER	SALE	67.18	12.99K	872.33K	23.4K
Feb 12, 2024	KUCZYNSKI STEPHEN E	SALE	66.94	5K	334.7K	129.55K
Feb 12, 2024	CUMMISKEY CHRISTOPHER	SALE	66.94	883	59.11K	35.49K
Feb 06, 2024	CUMMISKEY CHRISTOPHER	SALE	67.06	899	60.29K	22.5K
Jan 17, 2024	POROCH DAVID P.	SALE	69.96	10.1K	706.53K	28.69K
Jan 10, 2024	KUCZYNSKI STEPHEN E	SALE	71.99	5K	359.95K	101.28K
Dec 11, 2023	KUCZYNSKI STEPHEN E	SALE	71.23	5K	356.15K	106.28K
Nov 16, 2023	POROCH DAVID P.	SALE	69.39	10K	693.9K	28.69K
Nov 10, 2023	KUCZYNSKI STEPHEN E	SALE	68.39	5K	341.95K	111.28K
Oct 10, 2023	KUCZYNSKI STEPHEN E	SALE	66.00	5K	330K	116.28K
Sep 11, 2023	KUCZYNSKI STEPHEN E	SALE	67.83	5K	339.15K	121.28K
Sep 05, 2023	DAVIS MARTIN BERNARD	SALE	67.05	1.49K	99.9K	72.76K
Aug 29, 2023	CUMMISKEY CHRISTOPHER	SALE	68.30	5K	341.5K	22.51K
Aug 10, 2023	KUCZYNSKI STEPHEN E	SALE	69.70	5K	348.5K	126.28K
Jul 21, 2023	GREENE KIMBERLY S,	SALE	72.62	20K	1.45M	98.66K
Jul 10, 2023	KUCZYNSKI STEPHEN E	SALE	70.58	5K	352.9K	131.28K
Jun 12, 2023	KUCZYNSKI STEPHEN E	SALE	71.48	5K	357.4K	136.28K
Jun 09, 2023	FANNING THOMAS A	SALE	70.76	50K	3.54M	844.24K
Jun 05, 2023	GREENE KIMBERLY S,	SALE	69.78	47.33K	3.3M	118.66K
Jun 05, 2023	POROCH DAVID P.	SALE	70.05	10K	700.5K	28.69K
Jun 01, 2023	DAVIS MARTIN BERNARD	SALE	69.99	1.44K	100.44K	74.25K
May 10, 2023	KUCZYNSKI STEPHEN E	SALE	74.96	5K	374.8K	141.28K
May 10, 2023	ANDERSON BRYAN D	SALE	75.11	27.43K	2.06M	36.12K
May 10, 2023	FANNING THOMAS A	SALE	75.16	50K	3.76M	847.59K
May 08, 2023	ANDERSON BRYAN D	SALE	75.03	9.49K	712.11K	36.12K
Apr 10, 2023	FANNING THOMAS A	SALE	71.54	50K	3.58M	897.59K
Apr 10, 2023	KUCZYNSKI STEPHEN E	SALE	71.89	5K	359.45K	146.28K
Mar 01, 2023	DAVIS MARTIN BERNARD	SALE	62.55	1.6K	100.14K	75.68K
Feb 16, 2023	CUMMISKEY CHRISTOPHER	SALE	66.60	1.28K	85.38K	27.51K
Feb 08, 2023	CUMMISKEY CHRISTOPHER	SALE	67.31	852	57.35K	22.06K
Jan 10, 2023	KUCZYNSKI STEPHEN E	SALE	70.95	14.55K	1.03M	120.79K
Jan 04, 2023	CUMMISKEY CHRISTOPHER	SALE	72.03	1.03K	73.97K	22.06K
Dec 07, 2022	DAVIS MARTIN BERNARD	SALE	68.35	1.48K	100.82K	38.44K
Nov 10, 2022	KUCZYNSKI STEPHEN E	SALE	64.74	14.5K	938.73K	115.28K
Oct 28, 2022	DAVIS MARTIN BERNARD	SALE	65.80	3.05K	200.69K	39.92K
Oct 10, 2022	KUCZYNSKI STEPHEN E	SALE	64.52	14.5K	935.54K	115.28K
Sep 08, 2022	KUCZYNSKI STEPHEN E	SALE	79.47	14.5K	1.15M	115.28K
Aug 10, 2022	KUCZYNSKI STEPHEN E	SALE	78.37	14.5K	1.14M	115.28K
Jul 29, 2022	KERR, II JAMES Y	SALE	76.00	25K	1.9M	136.99K
Jul 05, 2022	KUCZYNSKI STEPHEN E	SALE	72.92	14.5K	1.06M	115.28K
Jun 10, 2022	KUCZYNSKI STEPHEN E	SALE	72.08	14.5K	1.05M	115.28K
May 10, 2022	KUCZYNSKI STEPHEN E	SALE	74.58	14.5K	1.08M	115.28K
Apr 08, 2022	ANDERSON BRYAN D	SALE	75.96	26.92K	2.04M	30.66K
Apr 08, 2022	KUCZYNSKI STEPHEN E	SALE	75.97	14.5K	1.1M	115.28K
Apr 05, 2022	GREENE KIMBERLY S,	SALE	75.03	41.86K	3.14M	123.12K
Mar 31, 2022	GREENE KIMBERLY S,	SALE	72.50	16.31K	1.18M	123.12K
Mar 31, 2022	WILSON ANTHONY L	SALE	73.00	6.85K	500.05K	64.49K
Mar 30, 2022	GREENE KIMBERLY S,	SALE	72.75	80.68K	5.87M	123.12K
Mar 25, 2022	GREENE KIMBERLY S,	SALE	70.06	82.28K	5.76M	123.12K
Mar 21, 2022	KUCZYNSKI STEPHEN E	SALE	68.29	14.5K	990.21K	115.28K
Mar 04, 2022	DAISS ANN P	SALE	67.47	7.5K	506.03K	13.82K
Mar 01, 2022	CUMMISKEY CHRISTOPHER	SALE	64.73	2K	129.46K	22.06K
Feb 25, 2022	WOMACK CHRISTOPHER C	SALE	65.00	20.66K	1.34M	24.67K
Feb 23, 2022	CUMMISKEY CHRISTOPHER	SALE	63.61	909	57.82K	24.06K
Feb 16, 2022	CUMMISKEY CHRISTOPHER	SALE	65.07	874	56.87K	24.97K
Feb 16, 2022	WOMACK CHRISTOPHER C	SALE	65.07	4.75K	308.82K	45.33K
Feb 10, 2022	KUCZYNSKI STEPHEN E	SALE	67.80	2.5K	169.5K	81.86K
Jan 10, 2022	KUCZYNSKI STEPHEN E	SALE	68.59	2.5K	171.48K	84.36K
Jan 05, 2022	CUMMISKEY CHRISTOPHER	SALE	67.65	989	66.91K	16.47K
Dec 16, 2021	GREENE KIMBERLY S,	SALE	67.54	66.12K	4.47M	85.77K
Dec 10, 2021	KUCZYNSKI STEPHEN E	SALE	64.89	2.5K	162.23K	81.65K
Dec 01, 2021	CUMMISKEY CHRISTOPHER	SALE	61.45	2K	122.9K	15.8K
Nov 10, 2021	TUCKER DANIEL S	SALE	63.62	2.35K	149.51K	28.1K
Nov 10, 2021	KUCZYNSKI STEPHEN E	SALE	63.05	2.5K	157.63K	84.15K
Oct 08, 2021	KUCZYNSKI STEPHEN E	SALE	62.65	2.5K	156.63K	86.65K
Sep 10, 2021	KUCZYNSKI STEPHEN E	SALE	67.04	2.5K	167.6K	89.15K
Sep 09, 2021	GREENE KIMBERLY S,	SALE	67.50	16.16K	1.09M	85.77K
Sep 07, 2021	WOMACK CHRISTOPHER C	SALE	66.87	5.93K	396.61K	24.66K
Sep 07, 2021	ANDERSON BRYAN D	SALE	66.87	22.51K	1.51M	24.11K
Sep 01, 2021	CUMMISKEY CHRISTOPHER	SALE	65.97	1.5K	98.96K	17.8K
Aug 03, 2021	DAISS ANN P	SALE	64.34	1.75K	112.6K	12.9K
Jul 30, 2021	DAVIS MARTIN BERNARD	SALE	64.61	7K	452.27K	28.09K
Jun 01, 2021	KUCZYNSKI STEPHEN E	SALE	64.13	2.5K	160.33K	91.65K
May 10, 2021	KUCZYNSKI STEPHEN E	SALE	66.45	2.5K	166.13K	94.15K
May 04, 2021	DAISS ANN P	SALE	66.05	4.43K	292.27K	14.5K
Apr 20, 2021	KERR, II JAMES Y	SALE	66.16	25K	1.65M	101.92K
Apr 09, 2021	KUCZYNSKI STEPHEN E	SALE	62.97	2.5K	157.43K	96.65K
Apr 05, 2021	DAISS ANN P	SALE	62.75	5.55K	348.2K	18.67K
Mar 10, 2021	KUCZYNSKI STEPHEN E	SALE	59.41	2.5K	148.53K	99.15K
Feb 19, 2021	CUMMISKEY CHRISTOPHER	SALE	59.52	6.2K	369.02K	18.73K
Feb 10, 2021	KUCZYNSKI STEPHEN E	SALE	61.00	2.5K	152.5K	66.13K
Jan 11, 2021	KUCZYNSKI STEPHEN E	SALE	61.19	2.5K	152.98K	66.99K
Dec 10, 2020	KUCZYNSKI STEPHEN E	SALE	60.93	2.5K	152.33K	64.5K
Dec 03, 2020	GREENE KIMBERLY S,	SALE	61.96	30K	1.86M	50.29K
Nov 10, 2020	KUCZYNSKI STEPHEN E	SALE	62.62	2.5K	156.55K	67K
Nov 09, 2020	WOMACK CHRISTOPHER C	SALE	63.00	5.93K	373.65K	6.3K
Nov 09, 2020	KERR, II JAMES Y	SALE	64.16	25K	1.6M	67.21K
Oct 09, 2020	KUCZYNSKI STEPHEN E	SALE	59.00	2.5K	147.5K	69.5K
Oct 06, 2020	WOMACK CHRISTOPHER C	SALE	58.00	5.93K	343.94K	12.23K
Oct 02, 2020	KUCZYNSKI STEPHEN E	SALE	55.00	2.5K	137.5K	72K
Sep 08, 2020	GRAIN DAVID J	SALE	52.92	10K	529.2K	791
Aug 12, 2020	WILSON ANTHONY L	PURCHASE	55.21	1.81K	99.65K	35.03K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES21.74K3

NET SHARES-21.74K3

SHARES HELD162.5K3

% NET SHARES-113.38%0%

SO Stock Ownership Breakdown

Southern

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions