How many institutions own STEM 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 STEM shares is 118, representing 28.99% of the company's common stock.

Who are the major shareholders selling Stem, Inc. stock?

GROUP ONE TRADING, L.P., in the last quarter, reduced its stake in STEM by -78.29% restricting it's holding to 5.31 thousand shares of worth nearly $93.01K. PRICE T ROWE ASSOCIATES INC /MD/ also lessened -0.01% of the STEM shares from its portfolio, reducing its holding to 12.34 thousand shares of worth $217.00K. BNP PARIBAS ARBITRAGE, SNC also shunned STEM shares holding by -43.54% last quarter which brought its holding to 13.81 thousand shares worth $241.95K.

Investors who are buying STEM stock?

As per its latest 13F filing, JANE STREET GROUP, LLC increased its stake in STEM by 100% in the last quarter. The institutional holder raised its holding to 17.89 thousand shares having worth more than $313.43K. WALLEYE CAPITAL LLC also added 100% more shares of STEM to its portfolio, raising its holding to 1.2 thousand shares of worth $21.02K. IFP ADVISORS, INC also increased its STEM shares holding by 7,684.21% which brought its holding to 1.48 thousand shares worth $25.91K.

STEM's major insiders: who are they?

The insider with the most stakes in STEM is Tammineedi Anil , at the company. Additionally, STEM stock is highly held by director BUZBY DAVID S and President, Transformational Schaefer Robert among others.

Did an insider recently sell STEM stock?

Company executives, directors, and other insiders own 4.67% percent of Stem, Inc.'s stock. Within the last six months, there have been 2 transaction(s) in which STEM insiders have sold stock, totaling 13.26K shares. Insiders that have sold shares include SHUKLA RAHUL, TAPPIN MATTHEW, and LAURELES SAUL R..

Which insider recently purchased STEM stock?

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

How much of STEM does insiders own?

Around 1.87K Stem, Inc. shares are held by insiders, which represents about 4.67% of STEM stock.

Who is the insider with the largest stake?

STEM , Tammineedi Anil holds the largest portfolio of the company's shares. STEM shares owned by Tammineedi total nearly 4.29 million.

Which institution holds the most shares in STEM?

JANE STREET GROUP, LLC is the largest institutional owner in STEM which holds 17.89 thousand shares worth $313.43K or 0.21% of the total STEM shares outstanding followed by WALLEYE CAPITAL LLC with ownership of 1.2 thousand shares representing 0.01% of the STEM ownership. IFP ADVISORS, INC is the third largest stakeholder with 1.48 thousand shares or 0.02% of the ownership worth more than $25.91K.

Is Stem, Inc. 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 STEM is concerned, it is a stock which is optionable.

Is there a short position on STEM's shares?

Number of STEM shares short is 1.48M. 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 STEM shares are there?

As of today, 8.36M shares of STEM are outstanding.

Is there many float in STEM 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, STEM has 7.89M shares in float.

STEM 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 STEM is 1.77.

Stem (STEM) 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 Shares17.72

Short Percent Of Float18.48

Shares Outstanding8.36M

Shares Float7.89M

Shares Short1.48M

Short Ratio1.77

18.48%

Short % of Float

17.72%

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

4.67% Percentage of Shares held by All Insiders

28.99% Percentage of Shares held by All Institutions

30.41% Percentage of Float held by Institutions

118

Number of Institutions Holding Shares

Institutional Ownership

About 28.99% of STEM shares are held by financial institutions. JANE STREET GROUP, LLC is the top corporate investor, holding 17.89K shares valued at $313.43K. A 0.21% stake in Stem, Inc. is owned by the company. WALLEYE CAPITAL LLC owns 1.2K shares valued at $21.02K, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	JANE STREET GROUP, LLC	0.21%	17.89K	313.43K	17.89K	+100.00%
Sep 30, 2025	WALLEYE CAPITAL LLC	0.01%	1.2K	21.02K	1.2K	+100.00%
Sep 30, 2025	IFP ADVISORS, INC	0.02%	1.48K	25.91K	1.46K	+7,684.21%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	2.06K	35.78K	580	+39.16%
Sep 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.04%	3.12K	54.57K	3.12K	+100.00%
Sep 30, 2025	POINT72 ASIA (SINGAPORE) PTE. LTD.	0.04%	3.29K	57.59K	3.29K	+100.00%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0.06%	5.31K	93.01K	-19.15K	-78.29%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.14%	11.84K	207K	11.84K	+100.00%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.15%	12.34K	217K	-1	-0.01%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.15%	12.86K	225K	1.28K	+11.05%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.17%	13.81K	241.95K	-10.65K	-43.54%
Sep 30, 2025	SKAANA MANAGEMENT L.P.	0.18%	15K	262.8K	0	0
Sep 30, 2025	NOMURA HOLDINGS INC	0.18%	15.25K	267.22K	15.25K	+100.00%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.19%	15.6K	273.31K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.2%	16.24K	284.6K	17	+0.10%
Sep 30, 2025	HSBC HOLDINGS PLC	0.23%	19.19K	331.72K	-2.79K	-12.68%
Sep 30, 2025	NORTHERN TRUST CORP	0.24%	19.89K	348.54K	241	+1.23%
Sep 30, 2025	BELVEDERE TRADING LLC	0.26%	22K	268.96K	21.9K	+21,900.00%
Sep 30, 2025	XTX TOPCO LTD	0.27%	22.72K	398.02K	22.72K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.28%	23.42K	410.35K	9.45K	+67.62%
Sep 30, 2025	KEYFRAME CAPITAL PARTNERS, L.P.	0.3%	25.19K	441.35K	25.19K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.31%	25.56K	448K	-300	-1.16%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.31%	25.69K	450.09K	25.69K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.31%	25.91K	453.91K	2.28K	+9.64%
Sep 30, 2025	CITADEL ADVISORS LLC	0.32%	26.4K	462.44K	7.2K	+37.47%
Sep 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.32%	26.78K	469.2K	26.78K	+100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.35%	29.4K	515.09K	0	0
Sep 30, 2025	COHEN & STEERS, INC.	0.38%	31.89K	559K	0	0
Sep 30, 2025	CITIGROUP INC	0.44%	36.48K	639.17K	-24.9K	-40.56%
Sep 30, 2025	STATE STREET CORP	0.46%	38.28K	670.65K	5.2K	+15.72%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.5%	41.77K	731.79K	-37.84K	-47.53%
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.63%	52.39K	917.89K	52.39K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.77%	64.02K	1.12M	-15.82K	-19.82%
Sep 30, 2025	CSS LLC/IL	0.84%	70.03K	1.23M	70.03K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.04%	86.43K	1.51M	1.14K	+1.34%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.04%	86.99K	1.52M	-13.82K	-13.71%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	1.13%	94.05K	1.65M	77.31K	+461.87%
Sep 30, 2025	BLACKROCK, INC.	1.67%	139.38K	2.44M	-38.45K	-21.62%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.62%	217.87K	3.82M	111.07K	+103.99%
Sep 30, 2025	MARSHALL WACE, LLP	2.93%	243.76K	4.27M	213.69K	+710.58%
Sep 30, 2025	VANGUARD GROUP INC	4.74%	395.22K	6.92M	8.47K	+2.19%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1.2K	20.94K	-30	-2.45%
Sep 30, 2025	MISSOURI TRUST & INVESTMENT CO	0%	2	35	2	+100.00%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	5	115	5	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	5	88	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	5	88	0	0
Sep 30, 2025	ORG WEALTH PARTNERS, LLC	0%	7	122	0	0
Sep 30, 2025	MATHER GROUP, LLC.	0%	10	175	10	+100.00%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	10	175	-85	-89.47%
Sep 30, 2025	DOGWOOD WEALTH MANAGEMENT LLC	0%	11	193	0	0
Sep 30, 2025	PILGRIM PARTNERS ASIA PTE LTD	0%	25	438	25	+100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	25	438	0	0
Sep 30, 2025	HM PAYSON & CO	0%	25	438	0	0
Sep 30, 2025	BARCLAYS PLC	0%	33	578	-8.56K	-99.62%
Sep 30, 2025	BRYN MAWR TRUST CO	0%	35	613	35	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	37	649	0	0
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	0%	50	876	0	0
Sep 30, 2025	US BANCORP \DE\	0%	67	1.17K	-9	-11.84%
Sep 30, 2025	OPTIVER HOLDING B.V.	0%	87	1.52K	0	0
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	96	1.68K	27	+39.13%
Sep 30, 2025	FEDERATED HERMES, INC.	0%	98	1.72K	98	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	115	2.02K	112	+3,733.33%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	145	2.54K	0	0
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	149	2.61K	-50	-25.13%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	149	2.66K	124	+496.00%
Sep 30, 2025	CKW FINANCIAL GROUP	0%	192	4K	0	0
Sep 30, 2025	GAMMA INVESTING LLC	0%	240	4.21K	240	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.07%	6.15K	107.82K	-827	-11.85%
Sep 30, 2025	HURLEY CAPITAL, LLC	0%	245	4.29K	245	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	312	5.47K	253	+428.81%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	407	7.13K	407	+100.00%
Sep 30, 2025	CWM, LLC	0.01%	596	10K	-3.34K	-84.85%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.01%	723	12.67K	723	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	743	12.01K	324	+77.33%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	936	16.4K	-19	-1.99%
Sep 30, 2025	FMR LLC	0.01%	943	16.52K	12	+1.29%
Sep 30, 2025	DEUTSCHE BANK AG\	0.08%	6.46K	113.13K	-600	-8.50%
Jun 30, 2025	UBS GROUP AG	0.96%	79.84K	497.42K	79.84K	+100.00%
Jun 30, 2025	ROCK POINT ADVISORS, LLC	0.01%	11.85K	73.81K	-537.44K	-97.84%
Jun 30, 2025	HRT FINANCIAL LP	0.13%	11.2K	69K	11.2K	+100.00%
Jun 30, 2025	CITIGROUP INC	0.74%	61.38K	382.38K	61.38K	+100.00%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.58%	48.45K	301.82K	48.45K	+100.00%
Jun 30, 2025	STATE STREET CORP	0.4%	33.08K	206.08K	33.08K	+100.00%
Jun 30, 2025	GROUP ONE TRADING, L.P.	0.29%	24.46K	152.37K	24.46K	+100.00%
Jun 30, 2025	IFP ADVISORS, INC	0%	394	165	294	+294.00%
Jun 30, 2025	NORTHERN TRUST CORP	0.24%	19.65K	122.44K	19.65K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.23%	19.2K	119.62K	19.2K	+100.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.2%	16.74K	104.28K	16.74K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.19%	16.23K	101.09K	16.23K	+100.00%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	145	904	145	+100.00%
Jun 30, 2025	DEUTSCHE BANK AG\	0.08%	7.06K	43.97K	7.06K	+100.00%
Jun 30, 2025	OPTIVER HOLDING B.V.	0%	87	542	87	+100.00%
Jun 30, 2025	NISA INVESTMENT ADVISORS, LLC	0%	50	312	50	+100.00%
Jun 30, 2025	FORTITUDE FAMILY OFFICE, LLC	0%	46	287	46	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.02%	1.65K	10.29K	1.65K	+100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	1.48K	9.23K	1.48K	+100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	25	156	25	+100.00%
Jun 30, 2025	ALBION FINANCIAL GROUP /UT	0%	6	38	6	+100.00%
Jun 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0%	10	62	10	+100.00%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	476	2.97K	476	+100.00%
Jun 30, 2025	TRUE WEALTH DESIGN, LLC	0%	5	32	5	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	3	19	3	+100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	95	592	95	+100.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	37	231	37	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	25	161	25	+100.00%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.15%	12.34K	77K	12.34K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.53%	43.84K	273.1K	43.84K	+100.00%
Jun 30, 2025	MARSHALL WACE, LLP	0.36%	30.07K	187.35K	30.07K	+100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.29%	24.46K	152.38K	24.46K	+100.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.28%	23.63K	147.21K	23.63K	+100.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.96%	79.61K	495.98K	79.61K	+100.00%
Jun 30, 2025	WOLVERINE TRADING, LLC	0.26%	21.7K	139.53K	21.7K	+100.00%
Jun 30, 2025	LIDO ADVISORS, LLC	0.27%	22.39K	139.52K	22.39K	+100.00%
Jun 30, 2025	CKW FINANCIAL GROUP	0%	192	1K	192	+100.00%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.02%	85.28K	531.45K	85.28K	+100.00%
Jun 30, 2025	COHEN & STEERS, INC.	0.38%	31.89K	199K	31.89K	+100.00%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.35%	29.4K	183.16K	29.4K	+100.00%
Jun 30, 2025	HSBC HOLDINGS PLC	0.26%	21.98K	136.92K	21.98K	+100.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	5	31	5	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-71.79K	-100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.31%	25.86K	161K	25.86K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.17%	13.97K	87.05K	13.97K	+100.00%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	3K	18.7K	3K	+100.00%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	955	5.95K	955	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	419	2.61K	419	+100.00%
Jun 30, 2025	AXQ CAPITAL, LP	0.14%	11.54K	71.9K	11.54K	+100.00%
Jun 30, 2025	FMR LLC	0.01%	931	5.8K	931	+100.00%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	244	1.52K	244	+100.00%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1.23K	7.63K	1.23K	+100.00%
Jun 30, 2025	US BANCORP \DE\	0%	76	473	76	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	52	324	52	+100.00%
Jun 30, 2025	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0%	37	231	37	+100.00%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0%	35	21	35	+100.00%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	69	430	69	+100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	25	156	25	+100.00%
Jun 30, 2025	CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD	0%	33	206	33	+100.00%
Jun 30, 2025		0%	199	1.24K	199	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.08%	6.98K	43.49K	6.98K	+100.00%
Jun 30, 2025	BELVEDERE TRADING LLC	0.17%	14.1K	4.96K	14.1K	+100.00%
Jun 30, 2025	VANGUARD GROUP INC	4.64%	386.76K	2.41M	386.76K	+100.00%
Jun 30, 2025	CWM, LLC	0.05%	3.94K	25K	3.94K	+100.00%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.19%	15.6K	97.19K	15.6K	+100.00%
Jun 30, 2025	SKAANA MANAGEMENT L.P.	0.18%	15K	93.45K	15K	+100.00%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.14%	11.58K	72K	11.58K	+100.00%
Jun 30, 2025	BARCLAYS PLC	0.1%	8.59K	54K	8.59K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	2.13%	177.83K	1.11M	177.83K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.28%	106.8K	665.38K	106.8K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.21%	100.81K	628.03K	100.81K	+100.00%
Jun 30, 2025	JAIN GLOBAL LLC	0.18%	15.2K	94.72K	15.2K	+100.00%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	199	1.24K	199	+100.00%
Mar 31, 2025	DEUTERIUM CAPITAL MANAGEMENT, LLC	0.01%	12K	4.2K	0	0
Mar 31, 2025	MORGAN STANLEY	0.02%	499.17K	174.86K	-506.81K	-50.38%
Mar 31, 2025	UBS GROUP AG	0.05%	1.6M	561.58K	-2.99M	-65.11%
Mar 31, 2025	STATE STREET CORP	0.09%	3.05M	1.07M	-48.69K	-1.57%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	606.84K	212.58K	-189.61K	-23.81%
Mar 31, 2025	VANGUARD GROUP INC	0.26%	8.62M	3.02M	216.02K	+2.57%
Mar 31, 2025	HSBC HOLDINGS PLC	0.03%	873.28K	307.4K	46.57K	+5.63%
Mar 31, 2025	LIDO ADVISORS, LLC	0.03%	1.06M	371.59K	-15K	-1.39%
Mar 31, 2025	DEUTSCHE BANK AG\	0.01%	424.19K	148.47K	-198.54K	-31.88%
Mar 31, 2025	IEQ CAPITAL, LLC	0%	133.14K	46.64K	133.14K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.02%	514.54K	179K	-5.74K	-1.10%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0%	91.61K	32.09K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	118.16K	41.35K	-65.69K	-35.73%
Mar 31, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0%	123.16K	43.14K	-65.93K	-34.87%
Mar 31, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	160.36K	56.17K	22.88K	+16.64%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	160.4K	56.19K	-139K	-46.43%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	444.05K	155.55K	80K	+21.97%
Mar 31, 2025	COHEN & STEERS, INC.	0.02%	637.75K	223K	0	0
Mar 31, 2025	GROUP ONE TRADING, L.P.	0.02%	683.27K	239.35K	-94.08K	-12.10%
Mar 31, 2025	CITIGROUP INC	0.03%	839.09K	293.93K	-20.44K	-2.38%
Mar 31, 2025	INTECH INVESTMENT MANAGEMENT LLC	0%	93.6K	32.79K	93.6K	+100.00%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.01%	314.4K	111K	16.36K	+5.49%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	306.86K	107.49K	-371.82K	-54.79%
Mar 31, 2025	JANE STREET GROUP, LLC	0.01%	301.86K	105.74K	122.59K	+68.38%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.01%	274.37K	96.11K	-199.74K	-42.13%
Mar 31, 2025	XTX TOPCO LTD	0.01%	230.44K	80.72K	-56.25K	-19.62%
Mar 31, 2025	NOMURA HOLDINGS INC	0.01%	228.81K	80.15K	44.43K	+24.10%
Mar 31, 2025	INVESCO LTD.	0.01%	221.76K	77.68K	-54.04K	-19.59%
Mar 31, 2025	RHUMBLINE ADVISERS	0.01%	213.71K	74.79K	-19.24K	-8.26%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.01%	208.13K	72.91K	1.42K	+0.69%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	91K	31.88K	3.84K	+4.40%
Mar 31, 2025	CWM, LLC	0%	89.91K	31K	68.39K	+317.68%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0%	89.16K	31.23K	-340.07K	-79.23%
Mar 31, 2025	CERITY PARTNERS LLC	0%	82.67K	28.96K	82.67K	+100.00%
Mar 31, 2025	GWN SECURITIES INC.	0%	80.77K	44.87K	80.77K	+100.00%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0%	77.23K	27.06K	-44.15K	-36.37%
Mar 31, 2025	BARCLAYS PLC	0.01%	184.62K	65K	-48.13K	-20.68%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	179.9K	62.97K	103.5K	+135.47%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.01%	175.25K	61.39K	82.1K	+88.14%
Mar 31, 2025	ELECTRON CAPITAL PARTNERS, LLC	0.01%	163.39K	57.24K	32.31K	+24.65%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.05%	1.48M	519.42K	1.24M	+505.77%
Mar 31, 2025	NORTHERN TRUST CORP	0.04%	1.24M	434.7K	-54.22K	-4.19%
Mar 31, 2025	ROCK POINT ADVISORS, LLC	0.02%	549.29K	192.42K	-241.99K	-30.58%
Mar 31, 2025	COREBRIDGE FINANCIAL, INC.	0.05%	74.37K	26.05K	-1.1K	-1.46%
Mar 31, 2025	JPMORGAN CHASE & CO	0.04%	71.79K	25.15K	-71	-0.10%
Mar 31, 2025	WOLVERINE TRADING, LLC	0.04%	71.3K	27.81K	19.5K	+37.64%
Mar 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.04%	70K	24.52K	0	0
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	69.61K	24.39K	69.61K	+100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.11%	3.71M	1.3M	309.89K	+9.10%
Mar 31, 2025	BLACKROCK, INC.	0.34%	11.1M	3.89M	-333.13K	-2.91%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.01%	329.56K	115.45K	-5.2K	-1.55%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.01%	392.18K	137.38K	-219.72K	-35.91%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.01%	437.58K	153.29K	-607	-0.14%
Mar 31, 2025	MARINER, LLC	0.03%	41.17K	14.42K	26.97K	+189.92%
Mar 31, 2024	BLACKROCK INC.	7.27%	11.31M	24.76M	101.96K	+0.91%
Mar 31, 2024	INVESCO LTD.	2.03%	3.16M	6.91M	636.63K	+25.28%
Mar 31, 2024	STATE STREET CORP	2.6%	4.05M	8.87M	266.71K	+7.05%
Mar 31, 2024	IQ EQ FUND MANAGEMENT (IRELAND) LTD	0.2%	304.6K	667.07K	-5.7K	-1.84%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.82%	1.27M	2.79M	142.11K	+12.55%
Mar 31, 2024	NOMURA HOLDINGS INC	0.85%	1.33M	2.9M	128.57K	+10.74%
Mar 31, 2024	HSBC HOLDINGS PLC	0.62%	967.46K	2.12M	469.07K	+94.12%
Mar 31, 2024	UBS GROUP AG	0.52%	815.17K	1.79M	144.33K	+21.51%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.52%	812.51K	1.78M	125.76K	+18.31%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.52%	808.37K	1.77M	201.8K	+33.27%
Mar 31, 2024	CITIGROUP INC	0.49%	759.86K	1.66M	-23.9K	-3.05%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.43%	670.51K	1.47M	186.61K	+38.56%
Mar 31, 2024	COHEN & STEERS, INC.	0.41%	637.75K	1.4M	0	0
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.41%	631.3K	1.38M	-38.1K	-5.69%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.41%	630.15K	1.38M	-149.02K	-19.13%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	392.6K	859.79K	-107.5K	-21.50%
Mar 31, 2024	CREDIT SUISSE AG/	0.36%	560.89K	1.23M	-194.06K	-25.71%
Mar 31, 2024	ROYAL BANK OF CANADA	0.33%	513.55K	1.13M	-33.25K	-6.08%
Mar 31, 2024	DEUTSCHE BANK AG\	0.31%	480.09K	1.05M	-95.23K	-16.55%
Mar 31, 2024	AMUNDI	0.31%	475.82K	756.55K	-10.79K	-2.22%
Mar 31, 2024	JANE STREET GROUP, LLC	0.3%	474.27K	1.04M	35.92K	+8.19%
Mar 31, 2024	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.26%	407.22K	891.8K	-74.55K	-15.48%
Mar 31, 2024	NICOLA WEALTH MANAGEMENT LTD.	0.26%	400K	876K	-135K	-25.23%
Mar 31, 2024	LEVIN CAPITAL STRATEGIES, L.P.	0.25%	390K	854.1K	261.98K	+204.64%
Mar 31, 2024	ALPS ADVISORS INC	0.25%	387.71K	849.09K	-125.29K	-24.42%
Mar 31, 2024	MIZUHO MARKETS AMERICAS LLC	0.22%	349.39K	765.16K	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.22%	344.69K	754.87K	137.78K	+66.59%
Mar 31, 2024	SKAANA MANAGEMENT L.P.	0.22%	340.89K	746.54K	340.89K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0.21%	319.87K	700.51K	221.4K	+224.86%
Mar 31, 2024	KBC GROUP NV	0.19%	302.04K	661K	258.32K	+590.87%
Mar 31, 2024	SWISS NATIONAL BANK	0.19%	291.7K	638.82K	0	0
Mar 31, 2024	SYMMETRY INVESTMENTS LP	0.17%	261.26K	572K	-67.81K	-20.61%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.17%	261.19K	572.01K	152.41K	+140.09%
Mar 31, 2024	ANGLEPOINT ASSET MANAGEMENT LTD	0.16%	248.7K	544.66K	0	0
Mar 31, 2024	RHUMBLINE ADVISERS	0.16%	241.16K	528.13K	-12.37K	-4.88%
Mar 31, 2024	BAILARD, INC.	0.15%	236.75K	518.49M	236.75K	+100.00%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.15%	234.07K	513K	234.07K	+100.00%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.14%	222.58K	1.39M	105.64K	+90.35%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	219.12K	479.86K	-630.06K	-74.20%
Mar 31, 2024	GROUP ONE TRADING, L.P.	0.12%	182.18K	398.97K	182.18K	+100.00%
Mar 31, 2024	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.11%	167.3K	366.38K	22.7K	+15.70%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.09%	134.2K	293.9K	90.3K	+205.70%
Mar 31, 2024	DNB ASSET MANAGEMENT AS	0.08%	130.91K	286.7K	4.35K	+3.43%
Mar 31, 2024	STEELE CAPITAL MANAGEMENT, INC.	0.08%	125K	273.75K	0	0
Mar 31, 2024	SCP INVESTMENT, LP	0.08%	122.89K	269.13K	-49.71K	-28.80%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.07%	114.64K	251.07M	-24.63K	-17.69%
Mar 31, 2024	PERIGON WEALTH MANAGEMENT, LLC	0.06%	89.07K	195.06K	-37.75K	-29.76%
Mar 31, 2024	ALKEON CAPITAL MANAGEMENT LLC	4.62%	7.19M	15.74M	0	0
Mar 31, 2024	VANGUARD GROUP INC	5.25%	8.17M	17.89M	-2.96M	-26.57%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	7.98%	12.42M	27.19M	984.53K	+8.61%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.23%	353.69K	774.59K	310.34K	+715.83%
Mar 31, 2024	SIR CAPITAL MANAGEMENT, L.P.	0.24%	369.7K	809.64K	346.81K	+1,515.26%
Mar 31, 2024	NORTHERN TRUST CORP	0.82%	1.27M	2.78M	-12.29K	-0.96%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	1.5%	2.34M	5.12M	744.9K	+46.71%
Mar 31, 2024	HITE HEDGE ASSET MANAGEMENT LLC	1.97%	3.07M	6.71M	2.72M	+796.77%
Mar 31, 2024	BRIDGEWATER ASSOCIATES, LP	0.87%	1.35M	2.95M	1.12M	+487.25%
Mar 31, 2024	MORGAN STANLEY	0.9%	1.4M	3.06M	-71.2K	-4.85%
Mar 31, 2024	ROCK POINT ADVISORS, LLC	0.97%	1.51M	3.3M	101.25K	+7.19%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.14%	1.78M	3.89M	-891.81K	-33.40%
Mar 31, 2024	CENTERBOOK PARTNERS LP	1.19%	1.86M	4.07M	1.86M	+100.00%
Mar 31, 2024	ARDSLEY ADVISORY PARTNERS LP	1.45%	2.26M	4.95M	840K	+59.15%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.04%	3.17M	6.95M	57.21K	+1.84%
Mar 31, 2024	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	2.31%	3.59M	7.87M	-3.05M	-45.88%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.76%	1.18M	2.58M	176.36K	+17.64%
Mar 31, 2024	LIDO ADVISORS, LLC	0.69%	1.08M	2.36M	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.34%	533.27K	2.07M	-28.62K	-5.09%
Dec 31, 2023	NICOLA WEALTH MANAGEMENT LTD.	0.34%	535K	2.08M	45K	+9.18%
Dec 31, 2023	SCULPTOR CAPITAL LP	0.35%	539.5K	2.09M	539.5K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.35%	546.8K	2.12M	2.6K	+0.48%
Dec 31, 2023	BARCLAYS PLC	0.36%	559.34K	2.17M	94.77K	+20.40%
Dec 31, 2023	DEUTSCHE BANK AG\	0.37%	575.32K	2.23M	-30.4K	-5.02%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.39%	606.57K	2.35M	-14.24K	-2.29%
Dec 31, 2023	COHEN & STEERS, INC.	0.41%	637.75K	2.47M	0	0
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.43%	669.4K	2.6M	-500	-0.07%
Dec 31, 2023	UBS GROUP AG	0.43%	670.85K	2.6M	-37.59K	-5.31%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.44%	686.76K	2.66M	-55.88K	-7.52%
Dec 31, 2023	CREDIT SUISSE AG/	0.48%	754.95K	2.93M	69.5K	+10.14%
Dec 31, 2023	CITADEL ADVISORS LLC	0.49%	771.4K	2.99M	-334.9K	-30.27%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.5%	779.16K	3.02M	-263.08K	-25.24%
Dec 31, 2023	CITIGROUP INC	0.5%	783.76K	3.04M	-80.87K	-9.35%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.54%	849.18K	3.29M	32.88K	+4.03%
Dec 31, 2023	AUTONOMY CAPITAL (JERSEY) L.P.	0.62%	959.04K	3.72M	0	0
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.63%	977.6K	3.79M	-32.2K	-3.19%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.64%	999.53K	3.88M	-128.27K	-11.37%
Dec 31, 2023	YAUPON CAPITAL MANAGEMENT LP	0.68%	1.06M	4.09M	175.56K	+19.96%
Dec 31, 2023	LIDO ADVISORS, LLC	0.69%	1.08M	4.17M	0	0
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.73%	1.13M	4.39M	485.47K	+75.04%
Dec 31, 2023	VANGUARD GROUP INC	7.14%	11.12M	43.16M	-2.64M	-19.19%
Dec 31, 2023	ALKEON CAPITAL MANAGEMENT LLC	4.61%	7.19M	27.89M	3.3M	+84.86%
Dec 31, 2023	VONTOBEL HOLDING LTD.	0.32%	498.4K	1.93M	-318.9K	-39.02%
Dec 31, 2023	HSBC HOLDINGS PLC	0.32%	498.4K	1.94M	381.86K	+327.69%
Dec 31, 2023	AMUNDI	0.31%	486.61K	1.8M	-208.26K	-29.97%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.31%	483.9K	1.88M	-66.9K	-12.15%
Dec 31, 2023	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.31%	481.77K	1.87M	-18.15K	-3.63%
Dec 31, 2023	JANE STREET GROUP, LLC	0.28%	438.35K	1.7M	400K	+1,043.13%
Dec 31, 2023	NOMURA HOLDINGS INC	0.77%	1.2M	4.64M	103.33K	+9.45%
Dec 31, 2023	NORTHERN TRUST CORP	0.82%	1.28M	4.97M	-28.47K	-2.17%
Dec 31, 2023	ROCK POINT ADVISORS, LLC	0.9%	1.41M	5.46M	720.08K	+104.75%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.91%	1.41M	5.49M	-113.38K	-7.43%
Dec 31, 2023	ARDSLEY ADVISORY PARTNERS LP	0.91%	1.42M	5.51M	360K	+33.96%
Dec 31, 2023	MORGAN STANLEY	0.94%	1.47M	5.69M	-588.57K	-28.63%
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.26%	401.3K	1.56M	376.64K	+1,527.45%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	1.02%	1.59M	6.19M	1.59M	+100.00%
Dec 31, 2023	INVESCO LTD.	1.62%	2.52M	9.77M	342.51K	+15.74%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2%	3.11M	12.08M	170.83K	+5.80%
Dec 31, 2023	STATE STREET CORP	2.43%	3.78M	14.68M	460.69K	+13.86%
Dec 31, 2023	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	4.26%	6.64M	25.75M	296.29K	+4.67%
Dec 31, 2023	MIZUHO MARKETS AMERICAS LLC	0.22%	349.39K	1.36M	-68K	-16.29%
Dec 31, 2023	CLEAR SKY ADVISERS, LLC	0.22%	342.84K	1.33M	342.84K	+100.00%
Dec 31, 2023	ALPS ADVISORS INC	0.33%	513K	1.99M	-82.54K	-13.86%
Dec 31, 2023	HITE HEDGE ASSET MANAGEMENT LLC	0.22%	341.82K	1.33M	-387.43K	-53.13%
Dec 31, 2023	SYMMETRY INVESTMENTS LP	0.21%	329.07K	1.28M	195.4K	+146.19%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	7.34%	11.43M	44.35M	360.23K	+3.25%
Dec 31, 2023	BLACKROCK INC.	7.19%	11.2M	43.47M	872.12K	+8.44%

Insiders

Among the STEM insiders holding of 4.67% of the stake in company, TAMMINEEDI ANIL, , holds the largest shares of 4.29M. BUZBY DAVID S, director, is the second largest STEM insider with ownership of 768.45K shares. SCHAEFER ROBERT, President, Transformational, stands third with possession of 716.11K shares of that stake.

Insiders	Designation	Shares Held
TAMMINEEDI ANIL		4.29M
BUZBY DAVID S	director	768.45K
SCHAEFER ROBERT	President, Transformational	716.11K
CARRINGTON JOHN EUGENE	CEO and Director	506.59K
BUSH WILLIAM JOHN	Chief Financial Officer	390.22K
LAURELES SAUL R.	Chief Legal Officer	264.79K
RUSSO ALAN	Chief Revenue Officer	212.91K
CARLSON MICHAEL JAMES	Chief Operating Officer	204.14K
ALBERT HOFELDT	Chief Technology Officer	185.86K
PATEL PRAKESH	Chief Strategy Officer	181.67K
HOMENOCK KIM	Chief People Officer	161.99K
DALEY ADAM	director	96.25K
JOHNSON LARSH	Chief Technology Officer	78.74K
TROE LISA L	director	19.87K
TAPPIN MATTHEW	President, Software Products	1.87K
SHUKLA RAHUL	Chief Accounting Officer	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 18, 2025	SHUKLA RAHUL	SALE	16.21	3.67K	59.56K	0
Nov 11, 2025	TAPPIN MATTHEW	SALE	17.70	9.58K	169.64K	1.87K
Jun 16, 2025	TAPPIN MATTHEW	SALE	0.45	20.82K	9.37K	37.46K
May 30, 2025	TAPPIN MATTHEW	SALE	0.45	1.16K	524.96	58.28K
May 02, 2025	LAURELES SAUL R.	SALE	0.53	809	429.58	264.79K
May 02, 2025	SHUKLA RAHUL	SALE	0.54	24.57K	13.29K	0
Mar 12, 2025	TAPPIN MATTHEW	SALE	0.40	13.07K	5.28K	56.67K
Mar 12, 2025	SHUKLA RAHUL	SALE	0.40	7.47K	3.02K	24.57K
Mar 12, 2025	CARLSON MICHAEL JAMES	SALE	0.40	27.74K	11.21K	204.14K
Mar 07, 2025	TAPPIN MATTHEW	SALE	0.42	5.65K	2.37K	40.57K
Feb 25, 2025	SHUKLA RAHUL	SALE	0.51	9.05K	4.63K	15.37K
Feb 20, 2025	TAPPIN MATTHEW	SALE	0.63	8.13K	5.1K	32.82K
Feb 20, 2025	ALBERT HOFELDT	SALE	0.63	13.29K	8.33K	185.86K
Jan 23, 2025	SHUKLA RAHUL	SALE	0.65	3.53K	2.3K	4.47K
May 28, 2024	TAPPIN MATTHEW	SALE	1.32	1.39K	1.83K	16.64K
May 02, 2024	CARRINGTON JOHN EUGENE	SALE	1.85	194.17K	359.22K	506.59K
Apr 30, 2024	RUSSO ALAN	SALE	1.87	24.14K	45.15K	212.91K
Apr 30, 2024	BUSH WILLIAM JOHN	SALE	1.87	24.04K	44.95K	390.22K
Apr 30, 2024	PATEL PRAKESH	SALE	1.87	23.86K	44.62K	181.67K
Apr 30, 2024	LAURELES SAUL R.	SALE	1.87	822	1.54K	150.99K
Mar 19, 2024	SCHAEFER ROBERT	SALE	1.82	100K	182K	716.11K
Mar 19, 2024	TAPPIN MATTHEW	SALE	1.82	26.64K	48.48K	15.25K
Mar 18, 2024	BUZBY DAVID S	PURCHASE	1.81	33.8K	61.18K	768.45K
Mar 15, 2024	BUZBY DAVID S	PURCHASE	1.84	62.5K	115K	734.65K
Mar 15, 2024	CARLSON MICHAEL JAMES	PURCHASE	1.75	44.88K	78.54K	128.9K
Mar 15, 2024	HOMENOCK KIM	PURCHASE	1.84	24K	44.16K	161.99K
Mar 14, 2024	CARLSON MICHAEL JAMES	PURCHASE	1.75	10.12K	17.71K	84.02K
Mar 13, 2024	JOHNSON LARSH	SALE	2.00	21.43K	42.86K	78.74K
Mar 12, 2024	JOHNSON LARSH	SALE	2.00	20K	40K	100.17K
Mar 11, 2024	SHUKLA RAHUL	SALE	2.21	21.33K	47.14K	0
Mar 08, 2024	HOMENOCK KIM	SALE	2.19	26.51K	58.06K	121.3K
Mar 08, 2024	JOHNSON LARSH	SALE	2.19	35.88K	78.58K	120.17K
Mar 08, 2024	LAURELES SAUL R.	SALE	2.19	26.6K	58.26K	148.36K
Mar 08, 2024	PATEL PRAKESH	SALE	2.19	35.9K	78.63K	137.08K
Mar 08, 2024	TAPPIN MATTHEW	SALE	2.19	24.9K	54.53K	41.89K
Mar 08, 2024	BUSH WILLIAM JOHN	SALE	2.19	46.03K	100.81K	345.31K
Mar 08, 2024	CARRINGTON JOHN EUGENE	SALE	2.19	85.04K	186.23K	262.32K
Mar 08, 2024	SHUKLA RAHUL	SALE	2.19	19.9K	43.58K	21.33K
Mar 08, 2024	CARLSON MICHAEL JAMES	SALE	2.19	35.27K	77.24K	73.9K
Mar 08, 2024	SCHAEFER ROBERT	SALE	2.19	37.46K	82.04K	816.11K
Mar 05, 2024	TAPPIN MATTHEW	SALE	2.41	3.84K	9.25K	66.79K
Mar 04, 2024	SHUKLA RAHUL	SALE	2.47	20.2K	49.9K	41.23K
Mar 04, 2024	LAURELES SAUL R.	SALE	2.48	5.59K	13.87K	174.96K
Mar 04, 2024	RUSSO ALAN	SALE	2.48	7.15K	17.74K	167.8K
Mar 04, 2024	PATEL PRAKESH	SALE	2.48	7.15K	17.74K	172.98K
Mar 04, 2024	SCHAEFER ROBERT	SALE	2.48	5.95K	14.74K	853.57K
Mar 04, 2024	JOHNSON LARSH	SALE	2.48	7.15K	17.74K	156.05K
Mar 04, 2024	BUSH WILLIAM JOHN	SALE	2.48	10.02K	24.84K	391.34K
Mar 04, 2024	TAPPIN MATTHEW	SALE	2.48	5.72K	14.2K	70.62K
Mar 04, 2024	CARRINGTON JOHN EUGENE	SALE	2.48	9.89K	24.51K	347.36K
Feb 27, 2024	CARRINGTON JOHN EUGENE	SALE	2.70	13.86K	37.43K	138.56K
Feb 26, 2024	SHUKLA RAHUL	SALE	2.65	8.24K	21.85K	20.2K
Feb 20, 2024	TAPPIN MATTHEW	SALE	3.05	6.86K	20.91K	11.41K
Feb 16, 2024	LAURELES SAUL R.	SALE	3.17	10.96K	34.74K	80K
Feb 16, 2024	SCHAEFER ROBERT	SALE	3.17	7.87K	24.94K	741.68K
Feb 16, 2024	JOHNSON LARSH	SALE	3.17	12.12K	38.41K	69.15K
Feb 16, 2024	PATEL PRAKESH	SALE	3.17	14.39K	45.61K	86.08K
Feb 16, 2024	CARLSON MICHAEL JAMES	SALE	3.17	9.95K	31.55K	20.37K
Feb 16, 2024	TAPPIN MATTHEW	SALE	3.17	10.6K	33.61K	18.27K
Feb 16, 2024	RUSSO ALAN	SALE	3.17	14.39K	45.62K	158.2K
Feb 16, 2024	BUSH WILLIAM JOHN	SALE	3.17	20.37K	64.56K	276.81K
Feb 14, 2024	TAPPIN MATTHEW	SALE	3.15	4.56K	14.35K	4.56K
Jan 30, 2024	LAURELES SAUL R.	SALE	3.23	9.89K	31.95K	56.23K
Jan 19, 2024	SHUKLA RAHUL	SALE	2.73	3.31K	9.04K	8.5K
Jan 03, 2024	TAPPIN MATTHEW	SALE	3.56	5.21K	18.54K	9.11K
Sep 27, 2023	CARLSON MICHAEL JAMES	SALE	4.18	1.82K	7.62K	4.27K
Sep 15, 2023	BUZBY DAVID S	PURCHASE	4.82	62K	298.84K	620.71K
Aug 10, 2023	RUSSO ALAN	SALE	6.50	13.43K	87.28K	139.59K
Jun 16, 2023	TROE LISA L	SALE	6.40	6.15K	39.36K	19.87K
May 01, 2023	BUSH WILLIAM JOHN	SALE	4.12	1.44K	5.93K	248.55K
May 01, 2023	JOHNSON LARSH	SALE	4.12	1.26K	5.19K	53.47K
May 01, 2023	RUSSO ALAN	SALE	4.12	1.55K	6.4K	153.02K
May 01, 2023	LAURELES SAUL R.	SALE	4.12	887	3.65K	31.79K
May 01, 2023	PATEL PRAKESH	SALE	4.12	1.26K	5.19K	67.47K
May 01, 2023	CARRINGTON JOHN EUGENE	SALE	4.12	3.6K	14.83K	117.69K
Mar 20, 2023	CARRINGTON JOHN EUGENE	SALE	6.33	13.22K	83.67K	111.42K
Mar 15, 2023	SCHAEFER ROBERT	SALE	6.85	11.36K	77.84K	727.83K
Mar 15, 2023	HOMENOCK KIM	SALE	6.72	27.06K	181.8K	69.73K
Mar 09, 2023	SCHAEFER ROBERT	SALE	8.58	5.38K	46.19K	739.2K
Mar 01, 2023	RUSSO ALAN	SALE	8.10	6.02K	48.8K	150.32K
Mar 01, 2023	LAURELES SAUL R.	SALE	8.10	5.31K	43.03K	29.23K
Mar 01, 2023	PATEL PRAKESH	SALE	8.10	6.89K	55.81K	65.27K
Mar 01, 2023	JOHNSON LARSH	SALE	8.10	6.88K	55.72K	51.28K
Mar 01, 2023	BUSH WILLIAM JOHN	SALE	8.10	9.25K	74.97K	246.04K
Feb 21, 2023	SHUKLA RAHUL	SALE	8.23	4.19K	34.51K	3.81K
Nov 18, 2022	DALEY ADAM	SALE	13.57	75K	1.02M	96.25K
Nov 17, 2022	DALEY ADAM	SALE	13.63	75K	1.02M	171.25K
Nov 17, 2022	CARRINGTON JOHN EUGENE	SALE	13.60	28.57K	388.45K	97.84K
Nov 16, 2022	CARRINGTON JOHN EUGENE	SALE	13.82	28.57K	394.83K	126.41K
Nov 15, 2022	JOHNSON LARSH	SALE	14.42	12.5K	180.23K	107.46K
Nov 15, 2022	BUSH WILLIAM JOHN	SALE	14.67	30K	439.99K	231.85K
Nov 14, 2022	JOHNSON LARSH	SALE	13.46	12.5K	168.25K	119.96K
Oct 06, 2022	CARRINGTON JOHN EUGENE	SALE	14.59	2.66K	38.75K	154.98K
Oct 05, 2022	CARRINGTON JOHN EUGENE	SALE	13.96	1.9K	26.52K	183.55K
Sep 15, 2022	HOMENOCK KIM	SALE	17.05	26.7K	455.36K	26.7K
Sep 14, 2022	CARRINGTON JOHN EUGENE	SALE	17.25	18.34K	316.26K	212.12K
Sep 13, 2022	CARRINGTON JOHN EUGENE	SALE	16.44	20.67K	339.75K	240.69K
Sep 09, 2022	BUZBY DAVID S	SALE	16.21	50K	810.4K	558.71K
Sep 07, 2022	TAMMINEEDI ANIL	SALE	16.38	100K	1.64M	4.29M
Aug 18, 2022	TAMMINEEDI ANIL	SALE	16.11	50K	805.46K	4.59M
Aug 17, 2022	CARRINGTON JOHN EUGENE	SALE	15.56	700	10.89K	269.26K
Aug 17, 2022	BUZBY DAVID S	SALE	15.51	67K	1.04M	608.71K
Aug 16, 2022	CARRINGTON JOHN EUGENE	SALE	16.56	2.01K	33.29K	297.83K
Aug 16, 2022	HOMENOCK KIM	SALE	15.98	925	14.78K	0
Aug 16, 2022	BUSH WILLIAM JOHN	SALE	16.62	2.38K	39.61K	261.63K
Aug 15, 2022	BUSH WILLIAM JOHN	SALE	16.24	60.22K	977.97K	285.63K
Aug 12, 2022	TAMMINEEDI ANIL	SALE	16.37	50K	818.6K	4.64M
Aug 12, 2022	JOHNSON LARSH	SALE	16.09	10K	160.85K	132.17K
Aug 10, 2022	DALEY ADAM	SALE	14.79	75K	1.11M	167.78K
Aug 10, 2022	TAMMINEEDI ANIL	SALE	15.00	50K	750K	4.74M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES13.26K2

NET SHARES-13.26K2

SHARES HELD1.87K2

% NET SHARES-808.23%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares17.72

Short Percent Of Float18.48

Shares Outstanding8.36M

Shares Float7.89M

Shares Short1.48M

Short Ratio1.77

18.48%

Short % of Float

17.72%

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

4.67% Percentage of Shares held by All Insiders

28.99% Percentage of Shares held by All Institutions

30.41% Percentage of Float held by Institutions

118

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	JANE STREET GROUP, LLC	0.21%	17.89K	313.43K	17.89K	+100.00%
Sep 30, 2025	WALLEYE CAPITAL LLC	0.01%	1.2K	21.02K	1.2K	+100.00%
Sep 30, 2025	IFP ADVISORS, INC	0.02%	1.48K	25.91K	1.46K	+7,684.21%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	2.06K	35.78K	580	+39.16%
Sep 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.04%	3.12K	54.57K	3.12K	+100.00%
Sep 30, 2025	POINT72 ASIA (SINGAPORE) PTE. LTD.	0.04%	3.29K	57.59K	3.29K	+100.00%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0.06%	5.31K	93.01K	-19.15K	-78.29%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.14%	11.84K	207K	11.84K	+100.00%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.15%	12.34K	217K	-1	-0.01%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.15%	12.86K	225K	1.28K	+11.05%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.17%	13.81K	241.95K	-10.65K	-43.54%
Sep 30, 2025	SKAANA MANAGEMENT L.P.	0.18%	15K	262.8K	0	0
Sep 30, 2025	NOMURA HOLDINGS INC	0.18%	15.25K	267.22K	15.25K	+100.00%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.19%	15.6K	273.31K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.2%	16.24K	284.6K	17	+0.10%
Sep 30, 2025	HSBC HOLDINGS PLC	0.23%	19.19K	331.72K	-2.79K	-12.68%
Sep 30, 2025	NORTHERN TRUST CORP	0.24%	19.89K	348.54K	241	+1.23%
Sep 30, 2025	BELVEDERE TRADING LLC	0.26%	22K	268.96K	21.9K	+21,900.00%
Sep 30, 2025	XTX TOPCO LTD	0.27%	22.72K	398.02K	22.72K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.28%	23.42K	410.35K	9.45K	+67.62%
Sep 30, 2025	KEYFRAME CAPITAL PARTNERS, L.P.	0.3%	25.19K	441.35K	25.19K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.31%	25.56K	448K	-300	-1.16%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.31%	25.69K	450.09K	25.69K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.31%	25.91K	453.91K	2.28K	+9.64%
Sep 30, 2025	CITADEL ADVISORS LLC	0.32%	26.4K	462.44K	7.2K	+37.47%
Sep 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.32%	26.78K	469.2K	26.78K	+100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.35%	29.4K	515.09K	0	0
Sep 30, 2025	COHEN & STEERS, INC.	0.38%	31.89K	559K	0	0
Sep 30, 2025	CITIGROUP INC	0.44%	36.48K	639.17K	-24.9K	-40.56%
Sep 30, 2025	STATE STREET CORP	0.46%	38.28K	670.65K	5.2K	+15.72%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.5%	41.77K	731.79K	-37.84K	-47.53%
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.63%	52.39K	917.89K	52.39K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.77%	64.02K	1.12M	-15.82K	-19.82%
Sep 30, 2025	CSS LLC/IL	0.84%	70.03K	1.23M	70.03K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.04%	86.43K	1.51M	1.14K	+1.34%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.04%	86.99K	1.52M	-13.82K	-13.71%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	1.13%	94.05K	1.65M	77.31K	+461.87%
Sep 30, 2025	BLACKROCK, INC.	1.67%	139.38K	2.44M	-38.45K	-21.62%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.62%	217.87K	3.82M	111.07K	+103.99%
Sep 30, 2025	MARSHALL WACE, LLP	2.93%	243.76K	4.27M	213.69K	+710.58%
Sep 30, 2025	VANGUARD GROUP INC	4.74%	395.22K	6.92M	8.47K	+2.19%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1.2K	20.94K	-30	-2.45%
Sep 30, 2025	MISSOURI TRUST & INVESTMENT CO	0%	2	35	2	+100.00%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	5	115	5	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	5	88	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	5	88	0	0
Sep 30, 2025	ORG WEALTH PARTNERS, LLC	0%	7	122	0	0
Sep 30, 2025	MATHER GROUP, LLC.	0%	10	175	10	+100.00%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	10	175	-85	-89.47%
Sep 30, 2025	DOGWOOD WEALTH MANAGEMENT LLC	0%	11	193	0	0
Sep 30, 2025	PILGRIM PARTNERS ASIA PTE LTD	0%	25	438	25	+100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	25	438	0	0
Sep 30, 2025	HM PAYSON & CO	0%	25	438	0	0
Sep 30, 2025	BARCLAYS PLC	0%	33	578	-8.56K	-99.62%
Sep 30, 2025	BRYN MAWR TRUST CO	0%	35	613	35	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	37	649	0	0
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	0%	50	876	0	0
Sep 30, 2025	US BANCORP \DE\	0%	67	1.17K	-9	-11.84%
Sep 30, 2025	OPTIVER HOLDING B.V.	0%	87	1.52K	0	0
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	96	1.68K	27	+39.13%
Sep 30, 2025	FEDERATED HERMES, INC.	0%	98	1.72K	98	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	115	2.02K	112	+3,733.33%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	145	2.54K	0	0
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	149	2.61K	-50	-25.13%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	149	2.66K	124	+496.00%
Sep 30, 2025	CKW FINANCIAL GROUP	0%	192	4K	0	0
Sep 30, 2025	GAMMA INVESTING LLC	0%	240	4.21K	240	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.07%	6.15K	107.82K	-827	-11.85%
Sep 30, 2025	HURLEY CAPITAL, LLC	0%	245	4.29K	245	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	312	5.47K	253	+428.81%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	407	7.13K	407	+100.00%
Sep 30, 2025	CWM, LLC	0.01%	596	10K	-3.34K	-84.85%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.01%	723	12.67K	723	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	743	12.01K	324	+77.33%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	936	16.4K	-19	-1.99%
Sep 30, 2025	FMR LLC	0.01%	943	16.52K	12	+1.29%
Sep 30, 2025	DEUTSCHE BANK AG\	0.08%	6.46K	113.13K	-600	-8.50%
Jun 30, 2025	UBS GROUP AG	0.96%	79.84K	497.42K	79.84K	+100.00%
Jun 30, 2025	ROCK POINT ADVISORS, LLC	0.01%	11.85K	73.81K	-537.44K	-97.84%
Jun 30, 2025	HRT FINANCIAL LP	0.13%	11.2K	69K	11.2K	+100.00%
Jun 30, 2025	CITIGROUP INC	0.74%	61.38K	382.38K	61.38K	+100.00%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.58%	48.45K	301.82K	48.45K	+100.00%
Jun 30, 2025	STATE STREET CORP	0.4%	33.08K	206.08K	33.08K	+100.00%
Jun 30, 2025	GROUP ONE TRADING, L.P.	0.29%	24.46K	152.37K	24.46K	+100.00%
Jun 30, 2025	IFP ADVISORS, INC	0%	394	165	294	+294.00%
Jun 30, 2025	NORTHERN TRUST CORP	0.24%	19.65K	122.44K	19.65K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.23%	19.2K	119.62K	19.2K	+100.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.2%	16.74K	104.28K	16.74K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.19%	16.23K	101.09K	16.23K	+100.00%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	145	904	145	+100.00%
Jun 30, 2025	DEUTSCHE BANK AG\	0.08%	7.06K	43.97K	7.06K	+100.00%
Jun 30, 2025	OPTIVER HOLDING B.V.	0%	87	542	87	+100.00%
Jun 30, 2025	NISA INVESTMENT ADVISORS, LLC	0%	50	312	50	+100.00%
Jun 30, 2025	FORTITUDE FAMILY OFFICE, LLC	0%	46	287	46	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.02%	1.65K	10.29K	1.65K	+100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	1.48K	9.23K	1.48K	+100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	25	156	25	+100.00%
Jun 30, 2025	ALBION FINANCIAL GROUP /UT	0%	6	38	6	+100.00%
Jun 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0%	10	62	10	+100.00%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	476	2.97K	476	+100.00%
Jun 30, 2025	TRUE WEALTH DESIGN, LLC	0%	5	32	5	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	3	19	3	+100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	95	592	95	+100.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	37	231	37	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	25	161	25	+100.00%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.15%	12.34K	77K	12.34K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.53%	43.84K	273.1K	43.84K	+100.00%
Jun 30, 2025	MARSHALL WACE, LLP	0.36%	30.07K	187.35K	30.07K	+100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.29%	24.46K	152.38K	24.46K	+100.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.28%	23.63K	147.21K	23.63K	+100.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.96%	79.61K	495.98K	79.61K	+100.00%
Jun 30, 2025	WOLVERINE TRADING, LLC	0.26%	21.7K	139.53K	21.7K	+100.00%
Jun 30, 2025	LIDO ADVISORS, LLC	0.27%	22.39K	139.52K	22.39K	+100.00%
Jun 30, 2025	CKW FINANCIAL GROUP	0%	192	1K	192	+100.00%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.02%	85.28K	531.45K	85.28K	+100.00%
Jun 30, 2025	COHEN & STEERS, INC.	0.38%	31.89K	199K	31.89K	+100.00%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.35%	29.4K	183.16K	29.4K	+100.00%
Jun 30, 2025	HSBC HOLDINGS PLC	0.26%	21.98K	136.92K	21.98K	+100.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	5	31	5	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-71.79K	-100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.31%	25.86K	161K	25.86K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.17%	13.97K	87.05K	13.97K	+100.00%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	3K	18.7K	3K	+100.00%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	955	5.95K	955	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	419	2.61K	419	+100.00%
Jun 30, 2025	AXQ CAPITAL, LP	0.14%	11.54K	71.9K	11.54K	+100.00%
Jun 30, 2025	FMR LLC	0.01%	931	5.8K	931	+100.00%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	244	1.52K	244	+100.00%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1.23K	7.63K	1.23K	+100.00%
Jun 30, 2025	US BANCORP \DE\	0%	76	473	76	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	52	324	52	+100.00%
Jun 30, 2025	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0%	37	231	37	+100.00%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0%	35	21	35	+100.00%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	69	430	69	+100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	25	156	25	+100.00%
Jun 30, 2025	CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD	0%	33	206	33	+100.00%
Jun 30, 2025		0%	199	1.24K	199	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.08%	6.98K	43.49K	6.98K	+100.00%
Jun 30, 2025	BELVEDERE TRADING LLC	0.17%	14.1K	4.96K	14.1K	+100.00%
Jun 30, 2025	VANGUARD GROUP INC	4.64%	386.76K	2.41M	386.76K	+100.00%
Jun 30, 2025	CWM, LLC	0.05%	3.94K	25K	3.94K	+100.00%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.19%	15.6K	97.19K	15.6K	+100.00%
Jun 30, 2025	SKAANA MANAGEMENT L.P.	0.18%	15K	93.45K	15K	+100.00%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.14%	11.58K	72K	11.58K	+100.00%
Jun 30, 2025	BARCLAYS PLC	0.1%	8.59K	54K	8.59K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	2.13%	177.83K	1.11M	177.83K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.28%	106.8K	665.38K	106.8K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.21%	100.81K	628.03K	100.81K	+100.00%
Jun 30, 2025	JAIN GLOBAL LLC	0.18%	15.2K	94.72K	15.2K	+100.00%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	199	1.24K	199	+100.00%
Mar 31, 2025	DEUTERIUM CAPITAL MANAGEMENT, LLC	0.01%	12K	4.2K	0	0
Mar 31, 2025	MORGAN STANLEY	0.02%	499.17K	174.86K	-506.81K	-50.38%
Mar 31, 2025	UBS GROUP AG	0.05%	1.6M	561.58K	-2.99M	-65.11%
Mar 31, 2025	STATE STREET CORP	0.09%	3.05M	1.07M	-48.69K	-1.57%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	606.84K	212.58K	-189.61K	-23.81%
Mar 31, 2025	VANGUARD GROUP INC	0.26%	8.62M	3.02M	216.02K	+2.57%
Mar 31, 2025	HSBC HOLDINGS PLC	0.03%	873.28K	307.4K	46.57K	+5.63%
Mar 31, 2025	LIDO ADVISORS, LLC	0.03%	1.06M	371.59K	-15K	-1.39%
Mar 31, 2025	DEUTSCHE BANK AG\	0.01%	424.19K	148.47K	-198.54K	-31.88%
Mar 31, 2025	IEQ CAPITAL, LLC	0%	133.14K	46.64K	133.14K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.02%	514.54K	179K	-5.74K	-1.10%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0%	91.61K	32.09K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	118.16K	41.35K	-65.69K	-35.73%
Mar 31, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0%	123.16K	43.14K	-65.93K	-34.87%
Mar 31, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	160.36K	56.17K	22.88K	+16.64%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	160.4K	56.19K	-139K	-46.43%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	444.05K	155.55K	80K	+21.97%
Mar 31, 2025	COHEN & STEERS, INC.	0.02%	637.75K	223K	0	0
Mar 31, 2025	GROUP ONE TRADING, L.P.	0.02%	683.27K	239.35K	-94.08K	-12.10%
Mar 31, 2025	CITIGROUP INC	0.03%	839.09K	293.93K	-20.44K	-2.38%
Mar 31, 2025	INTECH INVESTMENT MANAGEMENT LLC	0%	93.6K	32.79K	93.6K	+100.00%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.01%	314.4K	111K	16.36K	+5.49%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	306.86K	107.49K	-371.82K	-54.79%
Mar 31, 2025	JANE STREET GROUP, LLC	0.01%	301.86K	105.74K	122.59K	+68.38%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.01%	274.37K	96.11K	-199.74K	-42.13%
Mar 31, 2025	XTX TOPCO LTD	0.01%	230.44K	80.72K	-56.25K	-19.62%
Mar 31, 2025	NOMURA HOLDINGS INC	0.01%	228.81K	80.15K	44.43K	+24.10%
Mar 31, 2025	INVESCO LTD.	0.01%	221.76K	77.68K	-54.04K	-19.59%
Mar 31, 2025	RHUMBLINE ADVISERS	0.01%	213.71K	74.79K	-19.24K	-8.26%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.01%	208.13K	72.91K	1.42K	+0.69%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	91K	31.88K	3.84K	+4.40%
Mar 31, 2025	CWM, LLC	0%	89.91K	31K	68.39K	+317.68%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0%	89.16K	31.23K	-340.07K	-79.23%
Mar 31, 2025	CERITY PARTNERS LLC	0%	82.67K	28.96K	82.67K	+100.00%
Mar 31, 2025	GWN SECURITIES INC.	0%	80.77K	44.87K	80.77K	+100.00%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0%	77.23K	27.06K	-44.15K	-36.37%
Mar 31, 2025	BARCLAYS PLC	0.01%	184.62K	65K	-48.13K	-20.68%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	179.9K	62.97K	103.5K	+135.47%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.01%	175.25K	61.39K	82.1K	+88.14%
Mar 31, 2025	ELECTRON CAPITAL PARTNERS, LLC	0.01%	163.39K	57.24K	32.31K	+24.65%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.05%	1.48M	519.42K	1.24M	+505.77%
Mar 31, 2025	NORTHERN TRUST CORP	0.04%	1.24M	434.7K	-54.22K	-4.19%
Mar 31, 2025	ROCK POINT ADVISORS, LLC	0.02%	549.29K	192.42K	-241.99K	-30.58%
Mar 31, 2025	COREBRIDGE FINANCIAL, INC.	0.05%	74.37K	26.05K	-1.1K	-1.46%
Mar 31, 2025	JPMORGAN CHASE & CO	0.04%	71.79K	25.15K	-71	-0.10%
Mar 31, 2025	WOLVERINE TRADING, LLC	0.04%	71.3K	27.81K	19.5K	+37.64%
Mar 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.04%	70K	24.52K	0	0
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	69.61K	24.39K	69.61K	+100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.11%	3.71M	1.3M	309.89K	+9.10%
Mar 31, 2025	BLACKROCK, INC.	0.34%	11.1M	3.89M	-333.13K	-2.91%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.01%	329.56K	115.45K	-5.2K	-1.55%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.01%	392.18K	137.38K	-219.72K	-35.91%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.01%	437.58K	153.29K	-607	-0.14%
Mar 31, 2025	MARINER, LLC	0.03%	41.17K	14.42K	26.97K	+189.92%
Mar 31, 2024	BLACKROCK INC.	7.27%	11.31M	24.76M	101.96K	+0.91%
Mar 31, 2024	INVESCO LTD.	2.03%	3.16M	6.91M	636.63K	+25.28%
Mar 31, 2024	STATE STREET CORP	2.6%	4.05M	8.87M	266.71K	+7.05%
Mar 31, 2024	IQ EQ FUND MANAGEMENT (IRELAND) LTD	0.2%	304.6K	667.07K	-5.7K	-1.84%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.82%	1.27M	2.79M	142.11K	+12.55%
Mar 31, 2024	NOMURA HOLDINGS INC	0.85%	1.33M	2.9M	128.57K	+10.74%
Mar 31, 2024	HSBC HOLDINGS PLC	0.62%	967.46K	2.12M	469.07K	+94.12%
Mar 31, 2024	UBS GROUP AG	0.52%	815.17K	1.79M	144.33K	+21.51%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.52%	812.51K	1.78M	125.76K	+18.31%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.52%	808.37K	1.77M	201.8K	+33.27%
Mar 31, 2024	CITIGROUP INC	0.49%	759.86K	1.66M	-23.9K	-3.05%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.43%	670.51K	1.47M	186.61K	+38.56%
Mar 31, 2024	COHEN & STEERS, INC.	0.41%	637.75K	1.4M	0	0
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.41%	631.3K	1.38M	-38.1K	-5.69%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.41%	630.15K	1.38M	-149.02K	-19.13%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	392.6K	859.79K	-107.5K	-21.50%
Mar 31, 2024	CREDIT SUISSE AG/	0.36%	560.89K	1.23M	-194.06K	-25.71%
Mar 31, 2024	ROYAL BANK OF CANADA	0.33%	513.55K	1.13M	-33.25K	-6.08%
Mar 31, 2024	DEUTSCHE BANK AG\	0.31%	480.09K	1.05M	-95.23K	-16.55%
Mar 31, 2024	AMUNDI	0.31%	475.82K	756.55K	-10.79K	-2.22%
Mar 31, 2024	JANE STREET GROUP, LLC	0.3%	474.27K	1.04M	35.92K	+8.19%
Mar 31, 2024	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.26%	407.22K	891.8K	-74.55K	-15.48%
Mar 31, 2024	NICOLA WEALTH MANAGEMENT LTD.	0.26%	400K	876K	-135K	-25.23%
Mar 31, 2024	LEVIN CAPITAL STRATEGIES, L.P.	0.25%	390K	854.1K	261.98K	+204.64%
Mar 31, 2024	ALPS ADVISORS INC	0.25%	387.71K	849.09K	-125.29K	-24.42%
Mar 31, 2024	MIZUHO MARKETS AMERICAS LLC	0.22%	349.39K	765.16K	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.22%	344.69K	754.87K	137.78K	+66.59%
Mar 31, 2024	SKAANA MANAGEMENT L.P.	0.22%	340.89K	746.54K	340.89K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0.21%	319.87K	700.51K	221.4K	+224.86%
Mar 31, 2024	KBC GROUP NV	0.19%	302.04K	661K	258.32K	+590.87%
Mar 31, 2024	SWISS NATIONAL BANK	0.19%	291.7K	638.82K	0	0
Mar 31, 2024	SYMMETRY INVESTMENTS LP	0.17%	261.26K	572K	-67.81K	-20.61%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.17%	261.19K	572.01K	152.41K	+140.09%
Mar 31, 2024	ANGLEPOINT ASSET MANAGEMENT LTD	0.16%	248.7K	544.66K	0	0
Mar 31, 2024	RHUMBLINE ADVISERS	0.16%	241.16K	528.13K	-12.37K	-4.88%
Mar 31, 2024	BAILARD, INC.	0.15%	236.75K	518.49M	236.75K	+100.00%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.15%	234.07K	513K	234.07K	+100.00%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.14%	222.58K	1.39M	105.64K	+90.35%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	219.12K	479.86K	-630.06K	-74.20%
Mar 31, 2024	GROUP ONE TRADING, L.P.	0.12%	182.18K	398.97K	182.18K	+100.00%
Mar 31, 2024	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.11%	167.3K	366.38K	22.7K	+15.70%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.09%	134.2K	293.9K	90.3K	+205.70%
Mar 31, 2024	DNB ASSET MANAGEMENT AS	0.08%	130.91K	286.7K	4.35K	+3.43%
Mar 31, 2024	STEELE CAPITAL MANAGEMENT, INC.	0.08%	125K	273.75K	0	0
Mar 31, 2024	SCP INVESTMENT, LP	0.08%	122.89K	269.13K	-49.71K	-28.80%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.07%	114.64K	251.07M	-24.63K	-17.69%
Mar 31, 2024	PERIGON WEALTH MANAGEMENT, LLC	0.06%	89.07K	195.06K	-37.75K	-29.76%
Mar 31, 2024	ALKEON CAPITAL MANAGEMENT LLC	4.62%	7.19M	15.74M	0	0
Mar 31, 2024	VANGUARD GROUP INC	5.25%	8.17M	17.89M	-2.96M	-26.57%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	7.98%	12.42M	27.19M	984.53K	+8.61%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.23%	353.69K	774.59K	310.34K	+715.83%
Mar 31, 2024	SIR CAPITAL MANAGEMENT, L.P.	0.24%	369.7K	809.64K	346.81K	+1,515.26%
Mar 31, 2024	NORTHERN TRUST CORP	0.82%	1.27M	2.78M	-12.29K	-0.96%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	1.5%	2.34M	5.12M	744.9K	+46.71%
Mar 31, 2024	HITE HEDGE ASSET MANAGEMENT LLC	1.97%	3.07M	6.71M	2.72M	+796.77%
Mar 31, 2024	BRIDGEWATER ASSOCIATES, LP	0.87%	1.35M	2.95M	1.12M	+487.25%
Mar 31, 2024	MORGAN STANLEY	0.9%	1.4M	3.06M	-71.2K	-4.85%
Mar 31, 2024	ROCK POINT ADVISORS, LLC	0.97%	1.51M	3.3M	101.25K	+7.19%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.14%	1.78M	3.89M	-891.81K	-33.40%
Mar 31, 2024	CENTERBOOK PARTNERS LP	1.19%	1.86M	4.07M	1.86M	+100.00%
Mar 31, 2024	ARDSLEY ADVISORY PARTNERS LP	1.45%	2.26M	4.95M	840K	+59.15%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.04%	3.17M	6.95M	57.21K	+1.84%
Mar 31, 2024	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	2.31%	3.59M	7.87M	-3.05M	-45.88%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.76%	1.18M	2.58M	176.36K	+17.64%
Mar 31, 2024	LIDO ADVISORS, LLC	0.69%	1.08M	2.36M	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.34%	533.27K	2.07M	-28.62K	-5.09%
Dec 31, 2023	NICOLA WEALTH MANAGEMENT LTD.	0.34%	535K	2.08M	45K	+9.18%
Dec 31, 2023	SCULPTOR CAPITAL LP	0.35%	539.5K	2.09M	539.5K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.35%	546.8K	2.12M	2.6K	+0.48%
Dec 31, 2023	BARCLAYS PLC	0.36%	559.34K	2.17M	94.77K	+20.40%
Dec 31, 2023	DEUTSCHE BANK AG\	0.37%	575.32K	2.23M	-30.4K	-5.02%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.39%	606.57K	2.35M	-14.24K	-2.29%
Dec 31, 2023	COHEN & STEERS, INC.	0.41%	637.75K	2.47M	0	0
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.43%	669.4K	2.6M	-500	-0.07%
Dec 31, 2023	UBS GROUP AG	0.43%	670.85K	2.6M	-37.59K	-5.31%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.44%	686.76K	2.66M	-55.88K	-7.52%
Dec 31, 2023	CREDIT SUISSE AG/	0.48%	754.95K	2.93M	69.5K	+10.14%
Dec 31, 2023	CITADEL ADVISORS LLC	0.49%	771.4K	2.99M	-334.9K	-30.27%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.5%	779.16K	3.02M	-263.08K	-25.24%
Dec 31, 2023	CITIGROUP INC	0.5%	783.76K	3.04M	-80.87K	-9.35%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.54%	849.18K	3.29M	32.88K	+4.03%
Dec 31, 2023	AUTONOMY CAPITAL (JERSEY) L.P.	0.62%	959.04K	3.72M	0	0
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.63%	977.6K	3.79M	-32.2K	-3.19%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.64%	999.53K	3.88M	-128.27K	-11.37%
Dec 31, 2023	YAUPON CAPITAL MANAGEMENT LP	0.68%	1.06M	4.09M	175.56K	+19.96%
Dec 31, 2023	LIDO ADVISORS, LLC	0.69%	1.08M	4.17M	0	0
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.73%	1.13M	4.39M	485.47K	+75.04%
Dec 31, 2023	VANGUARD GROUP INC	7.14%	11.12M	43.16M	-2.64M	-19.19%
Dec 31, 2023	ALKEON CAPITAL MANAGEMENT LLC	4.61%	7.19M	27.89M	3.3M	+84.86%
Dec 31, 2023	VONTOBEL HOLDING LTD.	0.32%	498.4K	1.93M	-318.9K	-39.02%
Dec 31, 2023	HSBC HOLDINGS PLC	0.32%	498.4K	1.94M	381.86K	+327.69%
Dec 31, 2023	AMUNDI	0.31%	486.61K	1.8M	-208.26K	-29.97%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.31%	483.9K	1.88M	-66.9K	-12.15%
Dec 31, 2023	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.31%	481.77K	1.87M	-18.15K	-3.63%
Dec 31, 2023	JANE STREET GROUP, LLC	0.28%	438.35K	1.7M	400K	+1,043.13%
Dec 31, 2023	NOMURA HOLDINGS INC	0.77%	1.2M	4.64M	103.33K	+9.45%
Dec 31, 2023	NORTHERN TRUST CORP	0.82%	1.28M	4.97M	-28.47K	-2.17%
Dec 31, 2023	ROCK POINT ADVISORS, LLC	0.9%	1.41M	5.46M	720.08K	+104.75%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.91%	1.41M	5.49M	-113.38K	-7.43%
Dec 31, 2023	ARDSLEY ADVISORY PARTNERS LP	0.91%	1.42M	5.51M	360K	+33.96%
Dec 31, 2023	MORGAN STANLEY	0.94%	1.47M	5.69M	-588.57K	-28.63%
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.26%	401.3K	1.56M	376.64K	+1,527.45%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	1.02%	1.59M	6.19M	1.59M	+100.00%
Dec 31, 2023	INVESCO LTD.	1.62%	2.52M	9.77M	342.51K	+15.74%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2%	3.11M	12.08M	170.83K	+5.80%
Dec 31, 2023	STATE STREET CORP	2.43%	3.78M	14.68M	460.69K	+13.86%
Dec 31, 2023	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	4.26%	6.64M	25.75M	296.29K	+4.67%
Dec 31, 2023	MIZUHO MARKETS AMERICAS LLC	0.22%	349.39K	1.36M	-68K	-16.29%
Dec 31, 2023	CLEAR SKY ADVISERS, LLC	0.22%	342.84K	1.33M	342.84K	+100.00%
Dec 31, 2023	ALPS ADVISORS INC	0.33%	513K	1.99M	-82.54K	-13.86%
Dec 31, 2023	HITE HEDGE ASSET MANAGEMENT LLC	0.22%	341.82K	1.33M	-387.43K	-53.13%
Dec 31, 2023	SYMMETRY INVESTMENTS LP	0.21%	329.07K	1.28M	195.4K	+146.19%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	7.34%	11.43M	44.35M	360.23K	+3.25%
Dec 31, 2023	BLACKROCK INC.	7.19%	11.2M	43.47M	872.12K	+8.44%

Insiders

Insiders	Designation	Shares Held
TAMMINEEDI ANIL		4.29M
BUZBY DAVID S	director	768.45K
SCHAEFER ROBERT	President, Transformational	716.11K
CARRINGTON JOHN EUGENE	CEO and Director	506.59K
BUSH WILLIAM JOHN	Chief Financial Officer	390.22K
LAURELES SAUL R.	Chief Legal Officer	264.79K
RUSSO ALAN	Chief Revenue Officer	212.91K
CARLSON MICHAEL JAMES	Chief Operating Officer	204.14K
ALBERT HOFELDT	Chief Technology Officer	185.86K
PATEL PRAKESH	Chief Strategy Officer	181.67K
HOMENOCK KIM	Chief People Officer	161.99K
DALEY ADAM	director	96.25K
JOHNSON LARSH	Chief Technology Officer	78.74K
TROE LISA L	director	19.87K
TAPPIN MATTHEW	President, Software Products	1.87K
SHUKLA RAHUL	Chief Accounting Officer	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 18, 2025	SHUKLA RAHUL	SALE	16.21	3.67K	59.56K	0
Nov 11, 2025	TAPPIN MATTHEW	SALE	17.70	9.58K	169.64K	1.87K
Jun 16, 2025	TAPPIN MATTHEW	SALE	0.45	20.82K	9.37K	37.46K
May 30, 2025	TAPPIN MATTHEW	SALE	0.45	1.16K	524.96	58.28K
May 02, 2025	LAURELES SAUL R.	SALE	0.53	809	429.58	264.79K
May 02, 2025	SHUKLA RAHUL	SALE	0.54	24.57K	13.29K	0
Mar 12, 2025	TAPPIN MATTHEW	SALE	0.40	13.07K	5.28K	56.67K
Mar 12, 2025	SHUKLA RAHUL	SALE	0.40	7.47K	3.02K	24.57K
Mar 12, 2025	CARLSON MICHAEL JAMES	SALE	0.40	27.74K	11.21K	204.14K
Mar 07, 2025	TAPPIN MATTHEW	SALE	0.42	5.65K	2.37K	40.57K
Feb 25, 2025	SHUKLA RAHUL	SALE	0.51	9.05K	4.63K	15.37K
Feb 20, 2025	TAPPIN MATTHEW	SALE	0.63	8.13K	5.1K	32.82K
Feb 20, 2025	ALBERT HOFELDT	SALE	0.63	13.29K	8.33K	185.86K
Jan 23, 2025	SHUKLA RAHUL	SALE	0.65	3.53K	2.3K	4.47K
May 28, 2024	TAPPIN MATTHEW	SALE	1.32	1.39K	1.83K	16.64K
May 02, 2024	CARRINGTON JOHN EUGENE	SALE	1.85	194.17K	359.22K	506.59K
Apr 30, 2024	RUSSO ALAN	SALE	1.87	24.14K	45.15K	212.91K
Apr 30, 2024	BUSH WILLIAM JOHN	SALE	1.87	24.04K	44.95K	390.22K
Apr 30, 2024	PATEL PRAKESH	SALE	1.87	23.86K	44.62K	181.67K
Apr 30, 2024	LAURELES SAUL R.	SALE	1.87	822	1.54K	150.99K
Mar 19, 2024	SCHAEFER ROBERT	SALE	1.82	100K	182K	716.11K
Mar 19, 2024	TAPPIN MATTHEW	SALE	1.82	26.64K	48.48K	15.25K
Mar 18, 2024	BUZBY DAVID S	PURCHASE	1.81	33.8K	61.18K	768.45K
Mar 15, 2024	BUZBY DAVID S	PURCHASE	1.84	62.5K	115K	734.65K
Mar 15, 2024	CARLSON MICHAEL JAMES	PURCHASE	1.75	44.88K	78.54K	128.9K
Mar 15, 2024	HOMENOCK KIM	PURCHASE	1.84	24K	44.16K	161.99K
Mar 14, 2024	CARLSON MICHAEL JAMES	PURCHASE	1.75	10.12K	17.71K	84.02K
Mar 13, 2024	JOHNSON LARSH	SALE	2.00	21.43K	42.86K	78.74K
Mar 12, 2024	JOHNSON LARSH	SALE	2.00	20K	40K	100.17K
Mar 11, 2024	SHUKLA RAHUL	SALE	2.21	21.33K	47.14K	0
Mar 08, 2024	HOMENOCK KIM	SALE	2.19	26.51K	58.06K	121.3K
Mar 08, 2024	JOHNSON LARSH	SALE	2.19	35.88K	78.58K	120.17K
Mar 08, 2024	LAURELES SAUL R.	SALE	2.19	26.6K	58.26K	148.36K
Mar 08, 2024	PATEL PRAKESH	SALE	2.19	35.9K	78.63K	137.08K
Mar 08, 2024	TAPPIN MATTHEW	SALE	2.19	24.9K	54.53K	41.89K
Mar 08, 2024	BUSH WILLIAM JOHN	SALE	2.19	46.03K	100.81K	345.31K
Mar 08, 2024	CARRINGTON JOHN EUGENE	SALE	2.19	85.04K	186.23K	262.32K
Mar 08, 2024	SHUKLA RAHUL	SALE	2.19	19.9K	43.58K	21.33K
Mar 08, 2024	CARLSON MICHAEL JAMES	SALE	2.19	35.27K	77.24K	73.9K
Mar 08, 2024	SCHAEFER ROBERT	SALE	2.19	37.46K	82.04K	816.11K
Mar 05, 2024	TAPPIN MATTHEW	SALE	2.41	3.84K	9.25K	66.79K
Mar 04, 2024	SHUKLA RAHUL	SALE	2.47	20.2K	49.9K	41.23K
Mar 04, 2024	LAURELES SAUL R.	SALE	2.48	5.59K	13.87K	174.96K
Mar 04, 2024	RUSSO ALAN	SALE	2.48	7.15K	17.74K	167.8K
Mar 04, 2024	PATEL PRAKESH	SALE	2.48	7.15K	17.74K	172.98K
Mar 04, 2024	SCHAEFER ROBERT	SALE	2.48	5.95K	14.74K	853.57K
Mar 04, 2024	JOHNSON LARSH	SALE	2.48	7.15K	17.74K	156.05K
Mar 04, 2024	BUSH WILLIAM JOHN	SALE	2.48	10.02K	24.84K	391.34K
Mar 04, 2024	TAPPIN MATTHEW	SALE	2.48	5.72K	14.2K	70.62K
Mar 04, 2024	CARRINGTON JOHN EUGENE	SALE	2.48	9.89K	24.51K	347.36K
Feb 27, 2024	CARRINGTON JOHN EUGENE	SALE	2.70	13.86K	37.43K	138.56K
Feb 26, 2024	SHUKLA RAHUL	SALE	2.65	8.24K	21.85K	20.2K
Feb 20, 2024	TAPPIN MATTHEW	SALE	3.05	6.86K	20.91K	11.41K
Feb 16, 2024	LAURELES SAUL R.	SALE	3.17	10.96K	34.74K	80K
Feb 16, 2024	SCHAEFER ROBERT	SALE	3.17	7.87K	24.94K	741.68K
Feb 16, 2024	JOHNSON LARSH	SALE	3.17	12.12K	38.41K	69.15K
Feb 16, 2024	PATEL PRAKESH	SALE	3.17	14.39K	45.61K	86.08K
Feb 16, 2024	CARLSON MICHAEL JAMES	SALE	3.17	9.95K	31.55K	20.37K
Feb 16, 2024	TAPPIN MATTHEW	SALE	3.17	10.6K	33.61K	18.27K
Feb 16, 2024	RUSSO ALAN	SALE	3.17	14.39K	45.62K	158.2K
Feb 16, 2024	BUSH WILLIAM JOHN	SALE	3.17	20.37K	64.56K	276.81K
Feb 14, 2024	TAPPIN MATTHEW	SALE	3.15	4.56K	14.35K	4.56K
Jan 30, 2024	LAURELES SAUL R.	SALE	3.23	9.89K	31.95K	56.23K
Jan 19, 2024	SHUKLA RAHUL	SALE	2.73	3.31K	9.04K	8.5K
Jan 03, 2024	TAPPIN MATTHEW	SALE	3.56	5.21K	18.54K	9.11K
Sep 27, 2023	CARLSON MICHAEL JAMES	SALE	4.18	1.82K	7.62K	4.27K
Sep 15, 2023	BUZBY DAVID S	PURCHASE	4.82	62K	298.84K	620.71K
Aug 10, 2023	RUSSO ALAN	SALE	6.50	13.43K	87.28K	139.59K
Jun 16, 2023	TROE LISA L	SALE	6.40	6.15K	39.36K	19.87K
May 01, 2023	BUSH WILLIAM JOHN	SALE	4.12	1.44K	5.93K	248.55K
May 01, 2023	JOHNSON LARSH	SALE	4.12	1.26K	5.19K	53.47K
May 01, 2023	RUSSO ALAN	SALE	4.12	1.55K	6.4K	153.02K
May 01, 2023	LAURELES SAUL R.	SALE	4.12	887	3.65K	31.79K
May 01, 2023	PATEL PRAKESH	SALE	4.12	1.26K	5.19K	67.47K
May 01, 2023	CARRINGTON JOHN EUGENE	SALE	4.12	3.6K	14.83K	117.69K
Mar 20, 2023	CARRINGTON JOHN EUGENE	SALE	6.33	13.22K	83.67K	111.42K
Mar 15, 2023	SCHAEFER ROBERT	SALE	6.85	11.36K	77.84K	727.83K
Mar 15, 2023	HOMENOCK KIM	SALE	6.72	27.06K	181.8K	69.73K
Mar 09, 2023	SCHAEFER ROBERT	SALE	8.58	5.38K	46.19K	739.2K
Mar 01, 2023	RUSSO ALAN	SALE	8.10	6.02K	48.8K	150.32K
Mar 01, 2023	LAURELES SAUL R.	SALE	8.10	5.31K	43.03K	29.23K
Mar 01, 2023	PATEL PRAKESH	SALE	8.10	6.89K	55.81K	65.27K
Mar 01, 2023	JOHNSON LARSH	SALE	8.10	6.88K	55.72K	51.28K
Mar 01, 2023	BUSH WILLIAM JOHN	SALE	8.10	9.25K	74.97K	246.04K
Feb 21, 2023	SHUKLA RAHUL	SALE	8.23	4.19K	34.51K	3.81K
Nov 18, 2022	DALEY ADAM	SALE	13.57	75K	1.02M	96.25K
Nov 17, 2022	DALEY ADAM	SALE	13.63	75K	1.02M	171.25K
Nov 17, 2022	CARRINGTON JOHN EUGENE	SALE	13.60	28.57K	388.45K	97.84K
Nov 16, 2022	CARRINGTON JOHN EUGENE	SALE	13.82	28.57K	394.83K	126.41K
Nov 15, 2022	JOHNSON LARSH	SALE	14.42	12.5K	180.23K	107.46K
Nov 15, 2022	BUSH WILLIAM JOHN	SALE	14.67	30K	439.99K	231.85K
Nov 14, 2022	JOHNSON LARSH	SALE	13.46	12.5K	168.25K	119.96K
Oct 06, 2022	CARRINGTON JOHN EUGENE	SALE	14.59	2.66K	38.75K	154.98K
Oct 05, 2022	CARRINGTON JOHN EUGENE	SALE	13.96	1.9K	26.52K	183.55K
Sep 15, 2022	HOMENOCK KIM	SALE	17.05	26.7K	455.36K	26.7K
Sep 14, 2022	CARRINGTON JOHN EUGENE	SALE	17.25	18.34K	316.26K	212.12K
Sep 13, 2022	CARRINGTON JOHN EUGENE	SALE	16.44	20.67K	339.75K	240.69K
Sep 09, 2022	BUZBY DAVID S	SALE	16.21	50K	810.4K	558.71K
Sep 07, 2022	TAMMINEEDI ANIL	SALE	16.38	100K	1.64M	4.29M
Aug 18, 2022	TAMMINEEDI ANIL	SALE	16.11	50K	805.46K	4.59M
Aug 17, 2022	CARRINGTON JOHN EUGENE	SALE	15.56	700	10.89K	269.26K
Aug 17, 2022	BUZBY DAVID S	SALE	15.51	67K	1.04M	608.71K
Aug 16, 2022	CARRINGTON JOHN EUGENE	SALE	16.56	2.01K	33.29K	297.83K
Aug 16, 2022	HOMENOCK KIM	SALE	15.98	925	14.78K	0
Aug 16, 2022	BUSH WILLIAM JOHN	SALE	16.62	2.38K	39.61K	261.63K
Aug 15, 2022	BUSH WILLIAM JOHN	SALE	16.24	60.22K	977.97K	285.63K
Aug 12, 2022	TAMMINEEDI ANIL	SALE	16.37	50K	818.6K	4.64M
Aug 12, 2022	JOHNSON LARSH	SALE	16.09	10K	160.85K	132.17K
Aug 10, 2022	DALEY ADAM	SALE	14.79	75K	1.11M	167.78K
Aug 10, 2022	TAMMINEEDI ANIL	SALE	15.00	50K	750K	4.74M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES13.26K2

NET SHARES-13.26K2

SHARES HELD1.87K2

% NET SHARES-808.23%0%

STEM Stock Ownership Breakdown

Stem

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