How many institutions own TAK 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 TAK shares is 390, representing 2.72% of the company's common stock.

Who are the major shareholders selling Takeda Pharmaceutical Company Limited stock?

HERITAGE INVESTORS MANAGEMENT CORP, in the last quarter, reduced its stake in TAK by -3.14% restricting it's holding to 99.87 thousand shares of worth nearly $1.46M. LEGAL & GENERAL GROUP PLC also lessened -10.14% of the TAK shares from its portfolio, reducing its holding to 122.85 thousand shares of worth $1.80M. BANK OF NEW YORK MELLON CORP also shunned TAK shares holding by -7.88% last quarter which brought its holding to 129.67 thousand shares worth $1.90M.

Investors who are buying TAK stock?

As per its latest 13F filing, WALLEYE CAPITAL LLC increased its stake in TAK by 597.05% in the last quarter. The institutional holder raised its holding to 221.52 thousand shares having worth more than $3.24M. RUSSELL INVESTMENTS GROUP, LTD. also added 14.69% more shares of TAK to its portfolio, raising its holding to 95.27 thousand shares of worth $1.39M. HIGHTOWER ADVISORS, LLC also increased its TAK shares holding by 2.61% which brought its holding to 98.84 thousand shares worth $1.45M.

TAK's major insiders: who are they?

The insider with the most stakes in TAK is N/A , N/A at the company. Additionally, TAK stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell TAK stock?

Company executives, directors, and other insiders own N/A percent of Takeda Pharmaceutical Company Limited's stock. Within the last six months, there have been 0 transaction(s) in which TAK insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased TAK stock?

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

How much of TAK does insiders own?

Around 0 Takeda Pharmaceutical Company Limited shares are held by insiders, which represents about N/A of TAK stock.

Who is the insider with the largest stake?

TAK N/A, N/A holds the largest portfolio of the company's shares. TAK shares owned by N/A total nearly -.

Which institution holds the most shares in TAK?

WALLEYE CAPITAL LLC is the largest institutional owner in TAK which holds 221.52 thousand shares worth $3.24M or 0.01% of the total TAK shares outstanding followed by RUSSELL INVESTMENTS GROUP, LTD. with ownership of 95.27 thousand shares representing 0% of the TAK ownership. HIGHTOWER ADVISORS, LLC is the third largest stakeholder with 98.84 thousand shares or 0% of the ownership worth more than $1.45M.

Is Takeda Pharmaceutical Company Limited 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 TAK is concerned, it is a stock which is optionable.

Is there a short position on TAK's shares?

Number of TAK shares short is 8.17M. 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 TAK shares are there?

As of today, 3.16B shares of TAK are outstanding.

Is there many float in TAK 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, TAK has 1.56B shares in float.

TAK 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 TAK is 1.58.

Takeda Pharmaceutical (TAK) 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 Shares0.26

Short Percent Of Float0.26

Shares Outstanding3.16B

Shares Float1.56B

Shares Short8.17M

Short Ratio1.58

0.26%

Short % of Float

0.26%

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

N/A Percentage of Shares held by All Insiders

2.72% Percentage of Shares held by All Institutions

2.72% Percentage of Float held by Institutions

390

Number of Institutions Holding Shares

Institutional Ownership

About 2.72% of TAK shares are held by financial institutions. WALLEYE CAPITAL LLC is the top corporate investor, holding 221.52K shares valued at $3.24M. A 0.01% stake in Takeda Pharmaceutical Company Limited is owned by the company. RUSSELL INVESTMENTS GROUP, LTD. owns 95.27K shares valued at $1.39M, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	WALLEYE CAPITAL LLC	0.01%	221.52K	3.24M	189.74K	+597.05%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	95.27K	1.39M	12.21K	+14.69%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0%	98.84K	1.45M	2.52K	+2.61%
Sep 30, 2025	HERITAGE INVESTORS MANAGEMENT CORP	0%	99.87K	1.46M	-3.24K	-3.14%
Sep 30, 2025	VANGUARD GROUP INC	0%	101.87K	1.49M	0	0
Sep 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	0%	102.33K	1.5M	10.4K	+11.31%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0%	103.86K	1.52M	5.81K	+5.93%
Sep 30, 2025	GOLD INVESTMENT MANAGEMENT LTD.	0%	103.88K	1.52M	3.83K	+3.83%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0%	109.68K	1.61M	14.57K	+15.32%
Sep 30, 2025	BOSTON PARTNERS	0%	117.95K	1.73M	12.22K	+11.56%
Sep 30, 2025	US BANCORP \DE\	0%	118.72K	1.74M	6.25K	+5.56%
Sep 30, 2025	ASSETMARK, INC	0%	122.22K	1.79M	26.5K	+27.68%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0%	122.85K	1.8M	-13.87K	-10.14%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0%	129.67K	1.9M	-11.09K	-7.88%
Sep 30, 2025	CARRERA CAPITAL ADVISORS	0%	150.6K	2.2M	11.45K	+8.23%
Sep 30, 2025	CERITY PARTNERS LLC	0.01%	155.49K	2.28M	-4.37K	-2.74%
Sep 30, 2025	LPL FINANCIAL LLC	0.01%	252.18K	3.69M	26.74K	+11.86%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	247.53K	3.62M	67.77K	+37.70%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.01%	203.81K	2.98M	159.71K	+362.10%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.01%	398.97K	5.84M	41.94K	+11.75%
Sep 30, 2025	FEDERATED HERMES, INC.	0.01%	398.39K	5.83M	-135.64K	-25.40%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	385.76K	5.65M	27.71K	+7.74%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	368.35K	5.39M	-668.81K	-64.48%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.01%	362.31K	5.3M	2.94K	+0.82%
Sep 30, 2025	ETHIC INC.	0.01%	310.75K	4.55M	43.3K	+16.19%
Sep 30, 2025	MARINER, LLC	0.01%	248.97K	3.64M	-20.8K	-7.71%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.01%	207.2K	3.03M	54.7K	+35.87%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	212.6K	3.11M	-12.64K	-5.61%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.01%	213.22K	3.12M	138.71K	+186.19%
Sep 30, 2025	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0%	93.26K	1.37M	93.26K	+100.00%
Sep 30, 2025	MANNING & NAPIER ADVISORS LLC	0.01%	226.44K	3.32M	-18.8K	-7.67%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.01%	238.34K	3.49M	16.49K	+7.43%
Sep 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0.01%	260.17K	3.81M	32.93K	+14.49%
Sep 30, 2025	CLEAN YIELD GROUP	0.01%	266.04K	3.89M	-8.98K	-3.26%
Sep 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.01%	281.14K	4.12M	-151.51K	-35.02%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.01%	281.29K	4.12M	281.29K	+100.00%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.02%	480.37K	7.03M	26.85K	+5.92%
Sep 30, 2025	ROYAL BANK OF CANADA	0.02%	489.39K	7.17M	24.54K	+5.28%
Sep 30, 2025	ABC ARBITRAGE SA	0.02%	571.86K	8.37M	571.86K	+100.00%
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.02%	727.23K	10.65M	40	+0.01%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.16%	4.95M	72.52M	452.37K	+10.05%
Sep 30, 2025	CATALYST CAPITAL ADVISORS LLC	0.01%	185K	2.71M	4K	+2.21%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	766.28K	11.22M	397.14K	+107.59%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	866.61K	12.69M	-13.26K	-1.51%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	973.86K	14.26M	176.82K	+22.18%
Sep 30, 2025	CREATIVE PLANNING	0.01%	463.39K	6.78M	91.34K	+24.55%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	1.03M	15.14M	21.24K	+2.10%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.04%	1.16M	17.02M	-169.15K	-12.70%
Sep 30, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.05%	1.49M	21.76M	-2.44K	-0.16%
Sep 30, 2025	CITADEL ADVISORS LLC	0.05%	1.61M	23.55M	757.8K	+89.06%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.06%	1.78M	26M	1.43M	+407.88%
Sep 30, 2025	UBS GROUP AG	0.19%	5.89M	86.29M	1.87M	+46.45%
Sep 30, 2025	MORGAN STANLEY	0.25%	7.69M	112.59M	70.83K	+0.93%
Sep 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.43%	13.4M	196.24M	108.56K	+0.82%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.08%	2.56M	37.42M	-532.46K	-17.24%
Sep 30, 2025	NORTHERN TRUST CORP	0.06%	1.82M	26.7M	-206.18K	-10.16%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.08%	2.52M	36.86M	-84.37K	-3.24%
Sep 30, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	166.48K	2.44M	1.7K	+1.03%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	168.56K	2.47M	8.84K	+5.53%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	171.24K	2.51M	39.51K	+30.00%
Sep 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	175.1K	2.56M	-27.22K	-13.45%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.01%	181.33K	2.65B	-82.76K	-31.34%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.02%	508.92K	7.45M	54.91K	+12.09%
Sep 30, 2025	SEI INVESTMENTS CO	0.01%	193.3K	2.83M	33.36K	+20.86%
Sep 30, 2025	XY CAPITAL LTD	0.01%	200.03K	2.93M	200.03K	+100.00%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.09%	2.83M	41.41M	1.61M	+132.12%
Sep 30, 2025	TORONTO DOMINION BANK	0.1%	3M	43.98M	3M	+100.00%
Sep 30, 2025	BLACKROCK, INC.	0.11%	3.31M	48.42M	-243.29K	-6.85%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.12%	3.86M	56.58M	565.4K	+17.14%
Sep 30, 2025	BRANDES INVESTMENT PARTNERS, LP	0.13%	3.93M	57.56M	219.53K	+5.91%
Sep 30, 2025	FMR LLC	0.13%	4.19M	61.3M	85.29K	+2.08%
Sep 30, 2025	SUMMIT GLOBAL INVESTMENTS	0%	85.2K	1.25M	-96.45K	-53.10%
Jun 30, 2025	FEDERATED HERMES, INC.	0.03%	534.03K	8.26M	-7.89K	-1.46%
Jun 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.05%	727.19K	11.24M	330.36K	+83.25%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	832.3K	12.87M	810.1K	+3,649.10%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	1.01M	15.66M	45.2K	+4.67%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.05%	797.04K	12.32M	280.99K	+54.45%
Jun 30, 2025	ROYAL BANK OF CANADA	0.03%	464.85K	7.19M	23.8K	+5.40%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.03%	454.02K	7.02M	52.24K	+13.00%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.03%	453.53K	7.01M	33.25K	+7.91%
Jun 30, 2025	CITADEL ADVISORS LLC	0.05%	850.9K	13.15B	800.3K	+1,581.62%
Jun 30, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.09%	1.49M	23.02M	19.18K	+1.30%
Jun 30, 2025	NORTHERN TRUST CORP	0.13%	2.03M	31.38M	389.97K	+23.78%
Jun 30, 2025	MORGAN STANLEY	0.47%	7.62M	117.8B	1.92M	+33.62%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.01%	140.76K	2.18M	11.28K	+8.71%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.16%	2.53M	39.17M	-899.3K	-26.20%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.16%	2.6M	40.22M	-154.15K	-5.59%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.19%	3.09M	47.75M	2.84M	+1,152.21%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.21%	3.3M	51.01M	141.5K	+4.48%
Jun 30, 2025	BLACKROCK, INC.	0.22%	3.55M	54.9M	920.04K	+34.97%
Jun 30, 2025	BRANDES INVESTMENT PARTNERS, LP	0.23%	3.71M	57.39M	208.14K	+5.94%
Jun 30, 2025	UBS GROUP AG	0.25%	4.02M	62.22M	2.27M	+129.38%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.28%	4.5M	69.58B	-819.83K	-15.41%
Jun 30, 2025	VIDENT ADVISORY, LLC	0%	78.33K	1.21M	57.6K	+277.82%
Jun 30, 2025	VISE TECHNOLOGIES, INC.	0.01%	80.64K	1.25M	80.64K	+100.00%
Jun 30, 2025	ASSETMARK, INC	0.01%	95.72K	1.48M	9.18K	+10.61%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.01%	98.05K	1.52M	33.45K	+51.78%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.01%	98.64K	1.52M	46.49K	+89.16%
Jun 30, 2025	GOLD INVESTMENT MANAGEMENT LTD.	0.01%	100.05K	1.54M	2.49K	+2.55%
Jun 30, 2025	MANNING & NAPIER ADVISORS LLC	0.02%	245.24K	3.79M	-52.28K	-17.57%
Jun 30, 2025	ETHIC INC.	0.02%	267.46K	4.04M	47.92K	+21.83%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.08%	1.22M	18.84M	-181.77K	-12.98%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.02%	264.09K	4.08M	179.11K	+210.76%
Jun 30, 2025	JPMORGAN CHASE & CO	0.01%	179.76K	2.78M	-99.66K	-35.67%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.05%	879.87K	13.6M	-11.31K	-1.27%
Jun 30, 2025	CREATIVE PLANNING	0.02%	372.06K	5.75M	72.49K	+24.20%
Jun 30, 2025	MARINER, LLC	0.02%	269.77K	4.17M	105.14K	+63.86%
Jun 30, 2025	CLEAN YIELD GROUP	0.02%	275.02K	4.25M	-11.54K	-4.03%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	349.66K	5.41M	55.96K	+19.05%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	369.14K	5.71B	173.4K	+88.59%
Jun 30, 2025	M&T BANK CORP	0%	74.76K	1.16M	33.34K	+80.49%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.01%	80.83K	1.25M	11.54K	+16.66%
Jun 30, 2025	COLONY GROUP, LLC	0.01%	89.78K	1.39M	7.04K	+8.51%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.01%	91.65K	1.42M	91.65K	+100.00%
Jun 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	0.01%	91.93K	1.42M	-22.39K	-19.58%
Jun 30, 2025	HERITAGE INVESTORS MANAGEMENT CORP	0.01%	103.11K	1.59M	-270	-0.26%
Jun 30, 2025	BOSTON PARTNERS	0.01%	105.74K	1.63M	-26.37K	-19.96%
Jun 30, 2025	QUADRANT CAPITAL GROUP LLC	0.01%	127.72K	1.97M	-34.26K	-21.15%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	131.72K	2.04M	975	+0.75%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.01%	137.96K	2.13M	23.66K	+20.70%
Jun 30, 2025		0.01%	138.15K	2.14M	138.15K	+100.00%
Jun 30, 2025	CARRERA CAPITAL ADVISORS	0.01%	139.15K	2.15M	139.15K	+100.00%
Jun 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.83%	13.3M	205.55M	94.57K	+0.72%
Jun 30, 2025	CERITY PARTNERS LLC	0.01%	159.86K	2.47M	578	+0.36%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.01%	221.85K	3.44M	7.09K	+3.30%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	225.23K	3.48M	-8.39K	-3.59%
Jun 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0.01%	227.24K	3.51M	7.74K	+3.53%
Jun 30, 2025	FMR LLC	0.26%	4.1M	63.41M	236.56K	+6.12%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.02%	397.46K	6.14M	-442.86K	-52.70%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.02%	358.05K	5.54M	46.83K	+15.05%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.02%	357.03K	5.52M	40.82K	+12.91%
Jun 30, 2025	LPL FINANCIAL LLC	0.01%	225.44K	3.49M	24.01K	+11.92%
Jun 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	202.31K	3.13M	45.96K	+29.39%
Jun 30, 2025	SUMMIT GLOBAL INVESTMENTS	0.01%	181.65K	2.81M	-169.09K	-48.21%
Jun 30, 2025	CATALYST CAPITAL ADVISORS LLC	0.01%	181K	2.8M	0	0
Jun 30, 2025	SEI INVESTMENTS CO	0.01%	159.94K	2.47M	10.13K	+6.76%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	159.72K	2.47M	-17.29K	-9.77%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	1.04M	16.03M	718.81K	+225.79%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.08%	1.33M	20.58M	-840.95K	-38.71%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	143.69K	2.22M	61.51K	+74.85%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.01%	152.5K	2.36M	-2.1K	-1.36%
Jun 30, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	164.79K	2.55M	-20.69K	-11.15%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.01%	171.72K	2.65M	99.24K	+136.91%
Jun 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.02%	359.37K	5.56M	32.79K	+10.04%
Jun 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.03%	432.65K	6.69M	45.73K	+11.82%
Mar 31, 2025	QUADRANT CAPITAL GROUP LLC	0.01%	161.98K	2.41M	143.77K	+789.71%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.03%	420.28K	6.25M	-58.3K	-12.18%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.2%	3.16M	46.95M	78.3K	+2.54%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.17%	2.76M	40.98M	-484.98K	-14.96%
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	516.04K	7.67M	34.21K	+7.10%
Mar 31, 2025	ROYAL BANK OF CANADA	0.03%	441.05K	6.56M	43.71K	+11.00%
Mar 31, 2025	UBS GROUP AG	0.11%	1.75M	26.09M	92.93K	+5.59%
Mar 31, 2025	NORTHERN TRUST CORP	0.1%	1.64M	24.39M	-233.68K	-12.47%
Mar 31, 2025	JANE STREET GROUP, LLC	0.1%	1.62M	24.06M	1.62M	+100.00%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.09%	1.4M	20.82M	-2.82M	-66.79%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	293.7K	4.37M	113.76K	+63.22%
Mar 31, 2025	CLEAN YIELD GROUP	0.02%	286.56K	4.26M	-73.54K	-20.42%
Mar 31, 2025	HUDSON BAY CAPITAL MANAGEMENT LP	0.01%	227.5K	3.38M	-47.5K	-17.27%
Mar 31, 2025	ETHIC INC.	0.01%	219.54K	3.27M	-106.77K	-32.72%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.01%	214.76K	3.19M	-101.55K	-32.11%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.06%	967.83K	14.39M	104.15K	+12.06%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.02%	311.22K	4.63M	57.67K	+22.74%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	177.01K	2.63M	-4.92K	-2.71%
Mar 31, 2025	LPL FINANCIAL LLC	0.01%	201.43K	3M	14.78K	+7.92%
Mar 31, 2025	MARINER, LLC	0.01%	164.63K	2.45M	22.13K	+15.53%
Mar 31, 2025	FMR LLC	0.24%	3.87M	57.47M	478.81K	+14.14%
Mar 31, 2025	BRANDES INVESTMENT PARTNERS, LP	0.22%	3.5M	52.11M	464.56K	+15.28%
Mar 31, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.22%	3.43M	51.05M	3.43M	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.17%	2.63M	39.12M	426.98K	+19.37%
Mar 31, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	185.47K	2.76M	44.64K	+31.69%
Mar 31, 2025	CATALYST CAPITAL ADVISORS LLC	0.01%	181K	2.69M	3K	+1.69%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	891.18K	13.25M	-93.5K	-9.49%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.03%	401.78K	5.97M	-33.36K	-7.67%
Mar 31, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.03%	396.83K	5.9M	186.35K	+88.53%
Mar 31, 2025	SUMMIT GLOBAL INVESTMENTS	0.02%	350.74K	5.22M	-378.46K	-51.90%
Mar 31, 2025		0.02%	335.86K	4.99M	335.86K	+100.00%
Mar 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.02%	326.57K	4.86M	8.23K	+2.59%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	318.36K	4.73M	-44.16K	-12.18%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.14%	2.17M	32.3M	-38.04K	-1.72%
Mar 31, 2025	HANTZ FINANCIAL SERVICES, INC.	0.01%	219.5K	3.26M	327	+0.15%
Mar 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.83%	13.2M	196.3M	38.49K	+0.29%
Mar 31, 2025	MORGAN STANLEY	0.36%	5.7M	84.8M	101.7K	+1.82%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.34%	5.32M	79.12M	692.4K	+14.96%
Mar 31, 2025	VERITION FUND MANAGEMENT LLC	0.05%	840.32K	12.5M	840.32K	+100.00%
Mar 31, 2025	TORONTO DOMINION BANK	0.04%	647.6K	9.63M	137K	+26.83%
Mar 31, 2025	FEDERATED HERMES, INC.	0.03%	541.92K	8.06M	106.89K	+24.57%
Mar 31, 2025	JPMORGAN CHASE & CO	0.02%	279.42K	4.16M	195.6K	+233.34%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.02%	246.66K	3.67M	-1.75M	-87.67%
Mar 31, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.09%	1.47M	21.85M	52.22K	+3.68%
Mar 31, 2025	QRG CAPITAL MANAGEMENT, INC.	0.02%	386.93K	5.75M	57.28K	+17.38%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.02%	316.21K	4.7M	15.12K	+5.02%
Mar 31, 2025	CREATIVE PLANNING	0.02%	299.56K	4.45M	48.22K	+19.18%
Mar 31, 2025	MANNING & NAPIER ADVISORS LLC	0.02%	297.52K	4.42M	-6.89K	-2.26%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	233.62K	3.47M	59.27K	+33.99%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	195.74K	2.91M	59.44K	+43.61%
Mar 31, 2024	POINT72 ASSET MANAGEMENT, L.P.	0.01%	206.1K	2.86M	206.1K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.01%	96.23K	1.34M	33.14K	+52.53%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.01%	98.97K	1.37M	-942.56K	-90.50%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.01%	99.18K	1.38M	7.17K	+7.79%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	104.54K	1.45M	104.54K	+100.00%
Mar 31, 2024	ABRDN PLC	0.01%	105.07K	1.46M	0	0
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.01%	111.27K	1.55M	-9.03K	-7.50%
Mar 31, 2024	CERITY PARTNERS LLC	0.01%	112.87K	1.57M	49.9K	+79.25%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	113.77K	1.58M	60.32K	+112.87%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	114.21K	1.59M	-319.31K	-73.66%
Mar 31, 2024	US BANCORP \DE\	0.01%	116.13K	1.61M	23.45K	+25.30%
Mar 31, 2024	HERITAGE INVESTORS MANAGEMENT CORP	0.01%	117.17K	1.63M	-1.2K	-1.01%
Mar 31, 2024	LEO WEALTH, LLC	0.01%	124.45K	1.73M	-9.88K	-7.35%
Mar 31, 2024	SCHECHTER INVESTMENT ADVISORS, LLC	0.01%	127.3K	1.77M	-1.69K	-1.31%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.01%	130.9K	1.82M	857	+0.66%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.01%	134.89K	1.87M	-72.93K	-35.09%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.01%	138.99K	1.93B	0	0
Mar 31, 2024	CREATIVE PLANNING	0.01%	145.13K	2.02M	39.01K	+36.76%
Mar 31, 2024	PINPOINT ASSET MANAGEMENT LTD	0.01%	147.6K	2.05M	147.6K	+100.00%
Mar 31, 2024	FMR LLC	0.16%	2.57M	35.76M	395.85K	+18.17%
Mar 31, 2024	MONDRIAN INVESTMENT PARTNERS LTD	0.77%	12.08M	169.12M	3.91M	+47.90%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	0.84%	13.12M	182.26M	-1.18M	-8.22%
Mar 31, 2024	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	157.55K	2.19M	2.02K	+1.30%
Mar 31, 2024	CATALYST CAPITAL ADVISORS LLC	0.01%	169K	2.35M	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0.01%	171.66K	2.38M	51.03K	+42.30%
Mar 31, 2024	HUDSON BAY CAPITAL MANAGEMENT LP	0.01%	175K	2.43M	0	0
Mar 31, 2024	FRANKLIN RESOURCES INC	0.01%	185.57K	2.58M	57.02K	+44.36%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.01%	197.42K	2.74M	-46.83K	-19.17%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.09%	1.36M	18.96M	-543.29K	-28.47%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.01%	209.84K	2.92M	-2.93K	-1.38%
Mar 31, 2024	XY CAPITAL LTD	0.01%	222.28K	3.09M	-542.86K	-70.95%
Mar 31, 2024	OPPENHEIMER ASSET MANAGEMENT INC.	0.01%	230.65K	3.2M	13.59K	+6.26%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.02%	242.9K	3.37M	20.53K	+9.23%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.02%	245.63K	3.41M	18.61K	+8.20%
Mar 31, 2024	SUMMIT GLOBAL INVESTMENTS	0.02%	257.79K	3.58M	-80.62K	-23.82%
Mar 31, 2024	LMR PARTNERS LLP	0.02%	271.14K	3.77M	178.13K	+191.50%
Mar 31, 2024	BLEAKLEY FINANCIAL GROUP, LLC	0.02%	288.54K	4.01M	46.18K	+19.06%
Mar 31, 2024	SIMPLICITY WEALTH,LLC	0.02%	288.54K	4.01M	288.54K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.02%	294.22K	4.09M	85.77K	+41.15%
Mar 31, 2024	QRG CAPITAL MANAGEMENT, INC.	0.02%	316.77K	4.4M	-4.54K	-1.41%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.02%	354.3K	4.92M	139.34K	+64.82%
Mar 31, 2024	GTS SECURITIES LLC	0.02%	368.46K	5.12M	-50.46K	-12.05%
Mar 31, 2024	SEI INVESTMENTS CO	0.02%	372.98K	5.18M	23.53K	+6.73%
Mar 31, 2024	ROYAL BANK OF CANADA	0.03%	398.58K	5.54M	17.52K	+4.60%
Mar 31, 2024	JANE STREET GROUP, LLC	0.03%	455.74K	6.33M	-684.09K	-60.02%
Mar 31, 2024	CLEAN YIELD GROUP	0.03%	481.45K	6.69M	-29.07K	-5.69%
Mar 31, 2024	FEDERATED HERMES, INC.	0.04%	590.57K	8.2M	152.25K	+34.73%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.04%	599.91K	8.33M	1.79K	+0.30%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.04%	682.29K	9.48M	26.19K	+3.99%
Mar 31, 2024	CAUSEWAY CAPITAL MANAGEMENT LLC	0.09%	1.44M	20.07M	99.26K	+7.38%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.11%	1.68M	23.4M	360.84K	+27.26%
Mar 31, 2024	NORTHERN TRUST CORP	0.12%	1.87M	25.92M	51.99K	+2.87%
Mar 31, 2024	BLACKROCK INC.	0.13%	1.99M	27.7M	222.65K	+12.57%
Mar 31, 2024	MACQUARIE GROUP LTD	0.14%	2.25M	31.21M	-199.19K	-8.14%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.2%	3.12M	43.31M	-209.2K	-6.29%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.03%	432.18K	6M	106.24K	+32.59%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.05%	850.95K	11.82M	76.39K	+9.86%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.1%	1.53M	21.24M	-59.43K	-3.74%
Mar 31, 2024	MANNING & NAPIER GROUP, LLC	0.02%	271.79K	3.78M	-26.1K	-8.76%
Mar 31, 2024	ETHIC INC.	0.03%	439.82K	6.11M	74.49K	+20.39%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.09%	1.48M	20.61M	649.7K	+77.87%
Mar 31, 2024	MANAGED ASSET PORTFOLIOS, LLC	0.11%	1.68M	23.39M	-74.41K	-4.23%
Mar 31, 2024	CITADEL ADVISORS LLC	0.11%	1.76M	24.47M	813.6K	+85.80%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.15%	2.32M	32.26M	-4.17M	-64.23%
Mar 31, 2024	BRANDES INVESTMENT PARTNERS, LP	0.19%	2.9M	40.32M	251.24K	+9.48%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.27%	4.21M	58.47M	-93.13K	-2.16%
Mar 31, 2024	MORGAN STANLEY	0.32%	5M	69.39M	148.09K	+3.05%
Mar 31, 2024	QUANTINNO CAPITAL MANAGEMENT LP	0.02%	247.07K	3.43M	104.55K	+73.36%
Dec 31, 2023	MONDRIAN INVESTMENT PARTNERS LTD	0.52%	8.17M	116.55M	4.09M	+100.10%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	0.91%	14.3M	204.03M	503.45K	+3.65%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.01%	207.82K	2.97M	-36.57K	-14.97%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.01%	208.44K	2.97M	-85.37K	-29.06%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.01%	212.77K	3.04M	-46.44K	-17.92%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.01%	214.96K	3.07M	-52.94K	-19.76%
Dec 31, 2023	OPPENHEIMER ASSET MANAGEMENT INC.	0.01%	217.06K	3.1M	-26.52K	-10.89%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.01%	222.37K	3.17M	57.13K	+34.58%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.01%	227.02K	3.24M	15.09K	+7.12%
Dec 31, 2023	SIMPLICITY SOLUTIONS, LLC	0.02%	241.46K	3.45M	27.95K	+13.09%
Dec 31, 2023	BLEAKLEY FINANCIAL GROUP, LLC	0.02%	242.35K	3.46M	28.84K	+13.51%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.02%	244.25K	3.49M	-143.77K	-37.05%
Dec 31, 2023	MANNING & NAPIER GROUP, LLC	0.02%	297.89K	4.25M	-4.38K	-1.45%
Dec 31, 2023	SUMMIT GLOBAL INVESTMENTS	0.02%	338.42K	4.83M	2.09K	+0.62%
Dec 31, 2023	SEI INVESTMENTS CO	0.02%	349.45K	4.99M	-12.03K	-3.33%
Dec 31, 2023	ETHIC INC.	0.02%	365.33K	5.21M	-96.52K	-20.90%
Dec 31, 2023	ROYAL BANK OF CANADA	0.02%	381.06K	5.44M	-19.6K	-4.89%
Dec 31, 2023		0.02%	321.31K	4.59M	-34.93K	-9.81%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.03%	433.52K	6.19M	146.81K	+51.21%
Dec 31, 2023	FEDERATED HERMES, INC.	0.03%	438.32K	6.25M	-125.45K	-22.25%
Dec 31, 2023	NOMURA HOLDINGS INC	0.01%	207.6K	2.96M	207.6K	+100.00%
Dec 31, 2023	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.03%	502.49K	7.17M	-70.03K	-12.23%
Dec 31, 2023	CLEAN YIELD GROUP	0.03%	510.52K	7.29M	-22.64K	-4.25%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.04%	598.12K	8.54M	140.46K	+30.69%
Dec 31, 2023	NATIXIS ADVISORS, L.P.	0.04%	656.1K	9.36M	-15.78K	-2.35%
Dec 31, 2023	XY CAPITAL LTD	0.05%	765.14K	10.92M	621.44K	+432.47%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.05%	774.55K	11.05M	12.76K	+1.67%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.05%	834.31K	11.91M	-1.37M	-62.08%
Dec 31, 2023	CITADEL ADVISORS LLC	0.06%	948.3K	13.53M	-5.5K	-0.58%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.07%	1.04M	14.86M	973.94K	+1,440.92%
Dec 31, 2023	JANE STREET GROUP, LLC	0.07%	1.14M	16.27M	729.31K	+177.66%
Dec 31, 2023	Y.D. MORE INVESTMENTS LTD	0.08%	1.25M	17.9M	-126.96K	-9.19%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.08%	1.32M	18.89M	45.62K	+3.57%
Dec 31, 2023	CAUSEWAY CAPITAL MANAGEMENT LLC	0.09%	1.35M	19.2M	101.34K	+8.14%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.1%	1.59M	22.67M	75.88K	+5.02%
Dec 31, 2023	MANAGED ASSET PORTFOLIOS, LLC	0.11%	1.76M	25.09M	21.67K	+1.25%
Dec 31, 2023	BLACKROCK INC.	0.11%	1.77M	25.29M	-522.53K	-22.77%
Dec 31, 2023	NORTHERN TRUST CORP	0.12%	1.81M	25.89M	-376.11K	-17.17%
Dec 31, 2023	TFG ASSET MANAGEMENT GP LTD	0.12%	1.9M	27.17M	0	0
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.12%	1.91M	27.23M	-565.69K	-22.87%
Dec 31, 2023	FMR LLC	0.14%	2.18M	31.09M	-414.96K	-16.00%
Dec 31, 2023	MACQUARIE GROUP LTD	0.16%	2.45M	34.9M	-1.31M	-34.94%
Dec 31, 2023	BRANDES INVESTMENT PARTNERS, LP	0.17%	2.65M	37.83M	849.23K	+47.13%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.21%	3.33M	47.48M	96.5K	+2.99%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.27%	4.3M	61.4M	-547.25K	-11.28%
Dec 31, 2023	MORGAN STANLEY	0.31%	4.85M	69.17M	-385.75K	-7.37%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.41%	6.49M	92.65M	2.73M	+72.57%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.26

Short Percent Of Float0.26

Shares Outstanding3.16B

Shares Float1.56B

Shares Short8.17M

Short Ratio1.58

0.26%

Short % of Float

0.26%

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

N/A Percentage of Shares held by All Insiders

2.72% Percentage of Shares held by All Institutions

2.72% Percentage of Float held by Institutions

390

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	WALLEYE CAPITAL LLC	0.01%	221.52K	3.24M	189.74K	+597.05%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	95.27K	1.39M	12.21K	+14.69%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0%	98.84K	1.45M	2.52K	+2.61%
Sep 30, 2025	HERITAGE INVESTORS MANAGEMENT CORP	0%	99.87K	1.46M	-3.24K	-3.14%
Sep 30, 2025	VANGUARD GROUP INC	0%	101.87K	1.49M	0	0
Sep 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	0%	102.33K	1.5M	10.4K	+11.31%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0%	103.86K	1.52M	5.81K	+5.93%
Sep 30, 2025	GOLD INVESTMENT MANAGEMENT LTD.	0%	103.88K	1.52M	3.83K	+3.83%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0%	109.68K	1.61M	14.57K	+15.32%
Sep 30, 2025	BOSTON PARTNERS	0%	117.95K	1.73M	12.22K	+11.56%
Sep 30, 2025	US BANCORP \DE\	0%	118.72K	1.74M	6.25K	+5.56%
Sep 30, 2025	ASSETMARK, INC	0%	122.22K	1.79M	26.5K	+27.68%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0%	122.85K	1.8M	-13.87K	-10.14%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0%	129.67K	1.9M	-11.09K	-7.88%
Sep 30, 2025	CARRERA CAPITAL ADVISORS	0%	150.6K	2.2M	11.45K	+8.23%
Sep 30, 2025	CERITY PARTNERS LLC	0.01%	155.49K	2.28M	-4.37K	-2.74%
Sep 30, 2025	LPL FINANCIAL LLC	0.01%	252.18K	3.69M	26.74K	+11.86%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	247.53K	3.62M	67.77K	+37.70%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.01%	203.81K	2.98M	159.71K	+362.10%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.01%	398.97K	5.84M	41.94K	+11.75%
Sep 30, 2025	FEDERATED HERMES, INC.	0.01%	398.39K	5.83M	-135.64K	-25.40%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	385.76K	5.65M	27.71K	+7.74%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	368.35K	5.39M	-668.81K	-64.48%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.01%	362.31K	5.3M	2.94K	+0.82%
Sep 30, 2025	ETHIC INC.	0.01%	310.75K	4.55M	43.3K	+16.19%
Sep 30, 2025	MARINER, LLC	0.01%	248.97K	3.64M	-20.8K	-7.71%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.01%	207.2K	3.03M	54.7K	+35.87%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	212.6K	3.11M	-12.64K	-5.61%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.01%	213.22K	3.12M	138.71K	+186.19%
Sep 30, 2025	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0%	93.26K	1.37M	93.26K	+100.00%
Sep 30, 2025	MANNING & NAPIER ADVISORS LLC	0.01%	226.44K	3.32M	-18.8K	-7.67%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.01%	238.34K	3.49M	16.49K	+7.43%
Sep 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0.01%	260.17K	3.81M	32.93K	+14.49%
Sep 30, 2025	CLEAN YIELD GROUP	0.01%	266.04K	3.89M	-8.98K	-3.26%
Sep 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.01%	281.14K	4.12M	-151.51K	-35.02%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.01%	281.29K	4.12M	281.29K	+100.00%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.02%	480.37K	7.03M	26.85K	+5.92%
Sep 30, 2025	ROYAL BANK OF CANADA	0.02%	489.39K	7.17M	24.54K	+5.28%
Sep 30, 2025	ABC ARBITRAGE SA	0.02%	571.86K	8.37M	571.86K	+100.00%
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.02%	727.23K	10.65M	40	+0.01%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.16%	4.95M	72.52M	452.37K	+10.05%
Sep 30, 2025	CATALYST CAPITAL ADVISORS LLC	0.01%	185K	2.71M	4K	+2.21%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	766.28K	11.22M	397.14K	+107.59%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	866.61K	12.69M	-13.26K	-1.51%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	973.86K	14.26M	176.82K	+22.18%
Sep 30, 2025	CREATIVE PLANNING	0.01%	463.39K	6.78M	91.34K	+24.55%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	1.03M	15.14M	21.24K	+2.10%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.04%	1.16M	17.02M	-169.15K	-12.70%
Sep 30, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.05%	1.49M	21.76M	-2.44K	-0.16%
Sep 30, 2025	CITADEL ADVISORS LLC	0.05%	1.61M	23.55M	757.8K	+89.06%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.06%	1.78M	26M	1.43M	+407.88%
Sep 30, 2025	UBS GROUP AG	0.19%	5.89M	86.29M	1.87M	+46.45%
Sep 30, 2025	MORGAN STANLEY	0.25%	7.69M	112.59M	70.83K	+0.93%
Sep 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.43%	13.4M	196.24M	108.56K	+0.82%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.08%	2.56M	37.42M	-532.46K	-17.24%
Sep 30, 2025	NORTHERN TRUST CORP	0.06%	1.82M	26.7M	-206.18K	-10.16%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.08%	2.52M	36.86M	-84.37K	-3.24%
Sep 30, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	166.48K	2.44M	1.7K	+1.03%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	168.56K	2.47M	8.84K	+5.53%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	171.24K	2.51M	39.51K	+30.00%
Sep 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	175.1K	2.56M	-27.22K	-13.45%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.01%	181.33K	2.65B	-82.76K	-31.34%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.02%	508.92K	7.45M	54.91K	+12.09%
Sep 30, 2025	SEI INVESTMENTS CO	0.01%	193.3K	2.83M	33.36K	+20.86%
Sep 30, 2025	XY CAPITAL LTD	0.01%	200.03K	2.93M	200.03K	+100.00%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.09%	2.83M	41.41M	1.61M	+132.12%
Sep 30, 2025	TORONTO DOMINION BANK	0.1%	3M	43.98M	3M	+100.00%
Sep 30, 2025	BLACKROCK, INC.	0.11%	3.31M	48.42M	-243.29K	-6.85%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.12%	3.86M	56.58M	565.4K	+17.14%
Sep 30, 2025	BRANDES INVESTMENT PARTNERS, LP	0.13%	3.93M	57.56M	219.53K	+5.91%
Sep 30, 2025	FMR LLC	0.13%	4.19M	61.3M	85.29K	+2.08%
Sep 30, 2025	SUMMIT GLOBAL INVESTMENTS	0%	85.2K	1.25M	-96.45K	-53.10%
Jun 30, 2025	FEDERATED HERMES, INC.	0.03%	534.03K	8.26M	-7.89K	-1.46%
Jun 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.05%	727.19K	11.24M	330.36K	+83.25%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	832.3K	12.87M	810.1K	+3,649.10%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	1.01M	15.66M	45.2K	+4.67%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.05%	797.04K	12.32M	280.99K	+54.45%
Jun 30, 2025	ROYAL BANK OF CANADA	0.03%	464.85K	7.19M	23.8K	+5.40%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.03%	454.02K	7.02M	52.24K	+13.00%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.03%	453.53K	7.01M	33.25K	+7.91%
Jun 30, 2025	CITADEL ADVISORS LLC	0.05%	850.9K	13.15B	800.3K	+1,581.62%
Jun 30, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.09%	1.49M	23.02M	19.18K	+1.30%
Jun 30, 2025	NORTHERN TRUST CORP	0.13%	2.03M	31.38M	389.97K	+23.78%
Jun 30, 2025	MORGAN STANLEY	0.47%	7.62M	117.8B	1.92M	+33.62%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.01%	140.76K	2.18M	11.28K	+8.71%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.16%	2.53M	39.17M	-899.3K	-26.20%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.16%	2.6M	40.22M	-154.15K	-5.59%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.19%	3.09M	47.75M	2.84M	+1,152.21%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.21%	3.3M	51.01M	141.5K	+4.48%
Jun 30, 2025	BLACKROCK, INC.	0.22%	3.55M	54.9M	920.04K	+34.97%
Jun 30, 2025	BRANDES INVESTMENT PARTNERS, LP	0.23%	3.71M	57.39M	208.14K	+5.94%
Jun 30, 2025	UBS GROUP AG	0.25%	4.02M	62.22M	2.27M	+129.38%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.28%	4.5M	69.58B	-819.83K	-15.41%
Jun 30, 2025	VIDENT ADVISORY, LLC	0%	78.33K	1.21M	57.6K	+277.82%
Jun 30, 2025	VISE TECHNOLOGIES, INC.	0.01%	80.64K	1.25M	80.64K	+100.00%
Jun 30, 2025	ASSETMARK, INC	0.01%	95.72K	1.48M	9.18K	+10.61%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.01%	98.05K	1.52M	33.45K	+51.78%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.01%	98.64K	1.52M	46.49K	+89.16%
Jun 30, 2025	GOLD INVESTMENT MANAGEMENT LTD.	0.01%	100.05K	1.54M	2.49K	+2.55%
Jun 30, 2025	MANNING & NAPIER ADVISORS LLC	0.02%	245.24K	3.79M	-52.28K	-17.57%
Jun 30, 2025	ETHIC INC.	0.02%	267.46K	4.04M	47.92K	+21.83%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.08%	1.22M	18.84M	-181.77K	-12.98%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.02%	264.09K	4.08M	179.11K	+210.76%
Jun 30, 2025	JPMORGAN CHASE & CO	0.01%	179.76K	2.78M	-99.66K	-35.67%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.05%	879.87K	13.6M	-11.31K	-1.27%
Jun 30, 2025	CREATIVE PLANNING	0.02%	372.06K	5.75M	72.49K	+24.20%
Jun 30, 2025	MARINER, LLC	0.02%	269.77K	4.17M	105.14K	+63.86%
Jun 30, 2025	CLEAN YIELD GROUP	0.02%	275.02K	4.25M	-11.54K	-4.03%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	349.66K	5.41M	55.96K	+19.05%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	369.14K	5.71B	173.4K	+88.59%
Jun 30, 2025	M&T BANK CORP	0%	74.76K	1.16M	33.34K	+80.49%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.01%	80.83K	1.25M	11.54K	+16.66%
Jun 30, 2025	COLONY GROUP, LLC	0.01%	89.78K	1.39M	7.04K	+8.51%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.01%	91.65K	1.42M	91.65K	+100.00%
Jun 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	0.01%	91.93K	1.42M	-22.39K	-19.58%
Jun 30, 2025	HERITAGE INVESTORS MANAGEMENT CORP	0.01%	103.11K	1.59M	-270	-0.26%
Jun 30, 2025	BOSTON PARTNERS	0.01%	105.74K	1.63M	-26.37K	-19.96%
Jun 30, 2025	QUADRANT CAPITAL GROUP LLC	0.01%	127.72K	1.97M	-34.26K	-21.15%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	131.72K	2.04M	975	+0.75%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.01%	137.96K	2.13M	23.66K	+20.70%
Jun 30, 2025		0.01%	138.15K	2.14M	138.15K	+100.00%
Jun 30, 2025	CARRERA CAPITAL ADVISORS	0.01%	139.15K	2.15M	139.15K	+100.00%
Jun 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.83%	13.3M	205.55M	94.57K	+0.72%
Jun 30, 2025	CERITY PARTNERS LLC	0.01%	159.86K	2.47M	578	+0.36%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.01%	221.85K	3.44M	7.09K	+3.30%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	225.23K	3.48M	-8.39K	-3.59%
Jun 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0.01%	227.24K	3.51M	7.74K	+3.53%
Jun 30, 2025	FMR LLC	0.26%	4.1M	63.41M	236.56K	+6.12%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.02%	397.46K	6.14M	-442.86K	-52.70%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.02%	358.05K	5.54M	46.83K	+15.05%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.02%	357.03K	5.52M	40.82K	+12.91%
Jun 30, 2025	LPL FINANCIAL LLC	0.01%	225.44K	3.49M	24.01K	+11.92%
Jun 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	202.31K	3.13M	45.96K	+29.39%
Jun 30, 2025	SUMMIT GLOBAL INVESTMENTS	0.01%	181.65K	2.81M	-169.09K	-48.21%
Jun 30, 2025	CATALYST CAPITAL ADVISORS LLC	0.01%	181K	2.8M	0	0
Jun 30, 2025	SEI INVESTMENTS CO	0.01%	159.94K	2.47M	10.13K	+6.76%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	159.72K	2.47M	-17.29K	-9.77%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	1.04M	16.03M	718.81K	+225.79%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.08%	1.33M	20.58M	-840.95K	-38.71%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	143.69K	2.22M	61.51K	+74.85%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.01%	152.5K	2.36M	-2.1K	-1.36%
Jun 30, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	164.79K	2.55M	-20.69K	-11.15%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.01%	171.72K	2.65M	99.24K	+136.91%
Jun 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.02%	359.37K	5.56M	32.79K	+10.04%
Jun 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.03%	432.65K	6.69M	45.73K	+11.82%
Mar 31, 2025	QUADRANT CAPITAL GROUP LLC	0.01%	161.98K	2.41M	143.77K	+789.71%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.03%	420.28K	6.25M	-58.3K	-12.18%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.2%	3.16M	46.95M	78.3K	+2.54%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.17%	2.76M	40.98M	-484.98K	-14.96%
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	516.04K	7.67M	34.21K	+7.10%
Mar 31, 2025	ROYAL BANK OF CANADA	0.03%	441.05K	6.56M	43.71K	+11.00%
Mar 31, 2025	UBS GROUP AG	0.11%	1.75M	26.09M	92.93K	+5.59%
Mar 31, 2025	NORTHERN TRUST CORP	0.1%	1.64M	24.39M	-233.68K	-12.47%
Mar 31, 2025	JANE STREET GROUP, LLC	0.1%	1.62M	24.06M	1.62M	+100.00%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.09%	1.4M	20.82M	-2.82M	-66.79%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	293.7K	4.37M	113.76K	+63.22%
Mar 31, 2025	CLEAN YIELD GROUP	0.02%	286.56K	4.26M	-73.54K	-20.42%
Mar 31, 2025	HUDSON BAY CAPITAL MANAGEMENT LP	0.01%	227.5K	3.38M	-47.5K	-17.27%
Mar 31, 2025	ETHIC INC.	0.01%	219.54K	3.27M	-106.77K	-32.72%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.01%	214.76K	3.19M	-101.55K	-32.11%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.06%	967.83K	14.39M	104.15K	+12.06%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.02%	311.22K	4.63M	57.67K	+22.74%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	177.01K	2.63M	-4.92K	-2.71%
Mar 31, 2025	LPL FINANCIAL LLC	0.01%	201.43K	3M	14.78K	+7.92%
Mar 31, 2025	MARINER, LLC	0.01%	164.63K	2.45M	22.13K	+15.53%
Mar 31, 2025	FMR LLC	0.24%	3.87M	57.47M	478.81K	+14.14%
Mar 31, 2025	BRANDES INVESTMENT PARTNERS, LP	0.22%	3.5M	52.11M	464.56K	+15.28%
Mar 31, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.22%	3.43M	51.05M	3.43M	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.17%	2.63M	39.12M	426.98K	+19.37%
Mar 31, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	185.47K	2.76M	44.64K	+31.69%
Mar 31, 2025	CATALYST CAPITAL ADVISORS LLC	0.01%	181K	2.69M	3K	+1.69%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	891.18K	13.25M	-93.5K	-9.49%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.03%	401.78K	5.97M	-33.36K	-7.67%
Mar 31, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.03%	396.83K	5.9M	186.35K	+88.53%
Mar 31, 2025	SUMMIT GLOBAL INVESTMENTS	0.02%	350.74K	5.22M	-378.46K	-51.90%
Mar 31, 2025		0.02%	335.86K	4.99M	335.86K	+100.00%
Mar 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.02%	326.57K	4.86M	8.23K	+2.59%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	318.36K	4.73M	-44.16K	-12.18%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.14%	2.17M	32.3M	-38.04K	-1.72%
Mar 31, 2025	HANTZ FINANCIAL SERVICES, INC.	0.01%	219.5K	3.26M	327	+0.15%
Mar 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.83%	13.2M	196.3M	38.49K	+0.29%
Mar 31, 2025	MORGAN STANLEY	0.36%	5.7M	84.8M	101.7K	+1.82%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.34%	5.32M	79.12M	692.4K	+14.96%
Mar 31, 2025	VERITION FUND MANAGEMENT LLC	0.05%	840.32K	12.5M	840.32K	+100.00%
Mar 31, 2025	TORONTO DOMINION BANK	0.04%	647.6K	9.63M	137K	+26.83%
Mar 31, 2025	FEDERATED HERMES, INC.	0.03%	541.92K	8.06M	106.89K	+24.57%
Mar 31, 2025	JPMORGAN CHASE & CO	0.02%	279.42K	4.16M	195.6K	+233.34%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.02%	246.66K	3.67M	-1.75M	-87.67%
Mar 31, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.09%	1.47M	21.85M	52.22K	+3.68%
Mar 31, 2025	QRG CAPITAL MANAGEMENT, INC.	0.02%	386.93K	5.75M	57.28K	+17.38%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.02%	316.21K	4.7M	15.12K	+5.02%
Mar 31, 2025	CREATIVE PLANNING	0.02%	299.56K	4.45M	48.22K	+19.18%
Mar 31, 2025	MANNING & NAPIER ADVISORS LLC	0.02%	297.52K	4.42M	-6.89K	-2.26%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	233.62K	3.47M	59.27K	+33.99%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	195.74K	2.91M	59.44K	+43.61%
Mar 31, 2024	POINT72 ASSET MANAGEMENT, L.P.	0.01%	206.1K	2.86M	206.1K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.01%	96.23K	1.34M	33.14K	+52.53%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.01%	98.97K	1.37M	-942.56K	-90.50%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.01%	99.18K	1.38M	7.17K	+7.79%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	104.54K	1.45M	104.54K	+100.00%
Mar 31, 2024	ABRDN PLC	0.01%	105.07K	1.46M	0	0
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.01%	111.27K	1.55M	-9.03K	-7.50%
Mar 31, 2024	CERITY PARTNERS LLC	0.01%	112.87K	1.57M	49.9K	+79.25%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	113.77K	1.58M	60.32K	+112.87%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	114.21K	1.59M	-319.31K	-73.66%
Mar 31, 2024	US BANCORP \DE\	0.01%	116.13K	1.61M	23.45K	+25.30%
Mar 31, 2024	HERITAGE INVESTORS MANAGEMENT CORP	0.01%	117.17K	1.63M	-1.2K	-1.01%
Mar 31, 2024	LEO WEALTH, LLC	0.01%	124.45K	1.73M	-9.88K	-7.35%
Mar 31, 2024	SCHECHTER INVESTMENT ADVISORS, LLC	0.01%	127.3K	1.77M	-1.69K	-1.31%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.01%	130.9K	1.82M	857	+0.66%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.01%	134.89K	1.87M	-72.93K	-35.09%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.01%	138.99K	1.93B	0	0
Mar 31, 2024	CREATIVE PLANNING	0.01%	145.13K	2.02M	39.01K	+36.76%
Mar 31, 2024	PINPOINT ASSET MANAGEMENT LTD	0.01%	147.6K	2.05M	147.6K	+100.00%
Mar 31, 2024	FMR LLC	0.16%	2.57M	35.76M	395.85K	+18.17%
Mar 31, 2024	MONDRIAN INVESTMENT PARTNERS LTD	0.77%	12.08M	169.12M	3.91M	+47.90%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	0.84%	13.12M	182.26M	-1.18M	-8.22%
Mar 31, 2024	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	157.55K	2.19M	2.02K	+1.30%
Mar 31, 2024	CATALYST CAPITAL ADVISORS LLC	0.01%	169K	2.35M	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0.01%	171.66K	2.38M	51.03K	+42.30%
Mar 31, 2024	HUDSON BAY CAPITAL MANAGEMENT LP	0.01%	175K	2.43M	0	0
Mar 31, 2024	FRANKLIN RESOURCES INC	0.01%	185.57K	2.58M	57.02K	+44.36%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.01%	197.42K	2.74M	-46.83K	-19.17%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.09%	1.36M	18.96M	-543.29K	-28.47%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.01%	209.84K	2.92M	-2.93K	-1.38%
Mar 31, 2024	XY CAPITAL LTD	0.01%	222.28K	3.09M	-542.86K	-70.95%
Mar 31, 2024	OPPENHEIMER ASSET MANAGEMENT INC.	0.01%	230.65K	3.2M	13.59K	+6.26%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.02%	242.9K	3.37M	20.53K	+9.23%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.02%	245.63K	3.41M	18.61K	+8.20%
Mar 31, 2024	SUMMIT GLOBAL INVESTMENTS	0.02%	257.79K	3.58M	-80.62K	-23.82%
Mar 31, 2024	LMR PARTNERS LLP	0.02%	271.14K	3.77M	178.13K	+191.50%
Mar 31, 2024	BLEAKLEY FINANCIAL GROUP, LLC	0.02%	288.54K	4.01M	46.18K	+19.06%
Mar 31, 2024	SIMPLICITY WEALTH,LLC	0.02%	288.54K	4.01M	288.54K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.02%	294.22K	4.09M	85.77K	+41.15%
Mar 31, 2024	QRG CAPITAL MANAGEMENT, INC.	0.02%	316.77K	4.4M	-4.54K	-1.41%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.02%	354.3K	4.92M	139.34K	+64.82%
Mar 31, 2024	GTS SECURITIES LLC	0.02%	368.46K	5.12M	-50.46K	-12.05%
Mar 31, 2024	SEI INVESTMENTS CO	0.02%	372.98K	5.18M	23.53K	+6.73%
Mar 31, 2024	ROYAL BANK OF CANADA	0.03%	398.58K	5.54M	17.52K	+4.60%
Mar 31, 2024	JANE STREET GROUP, LLC	0.03%	455.74K	6.33M	-684.09K	-60.02%
Mar 31, 2024	CLEAN YIELD GROUP	0.03%	481.45K	6.69M	-29.07K	-5.69%
Mar 31, 2024	FEDERATED HERMES, INC.	0.04%	590.57K	8.2M	152.25K	+34.73%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.04%	599.91K	8.33M	1.79K	+0.30%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.04%	682.29K	9.48M	26.19K	+3.99%
Mar 31, 2024	CAUSEWAY CAPITAL MANAGEMENT LLC	0.09%	1.44M	20.07M	99.26K	+7.38%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.11%	1.68M	23.4M	360.84K	+27.26%
Mar 31, 2024	NORTHERN TRUST CORP	0.12%	1.87M	25.92M	51.99K	+2.87%
Mar 31, 2024	BLACKROCK INC.	0.13%	1.99M	27.7M	222.65K	+12.57%
Mar 31, 2024	MACQUARIE GROUP LTD	0.14%	2.25M	31.21M	-199.19K	-8.14%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.2%	3.12M	43.31M	-209.2K	-6.29%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.03%	432.18K	6M	106.24K	+32.59%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.05%	850.95K	11.82M	76.39K	+9.86%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.1%	1.53M	21.24M	-59.43K	-3.74%
Mar 31, 2024	MANNING & NAPIER GROUP, LLC	0.02%	271.79K	3.78M	-26.1K	-8.76%
Mar 31, 2024	ETHIC INC.	0.03%	439.82K	6.11M	74.49K	+20.39%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.09%	1.48M	20.61M	649.7K	+77.87%
Mar 31, 2024	MANAGED ASSET PORTFOLIOS, LLC	0.11%	1.68M	23.39M	-74.41K	-4.23%
Mar 31, 2024	CITADEL ADVISORS LLC	0.11%	1.76M	24.47M	813.6K	+85.80%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.15%	2.32M	32.26M	-4.17M	-64.23%
Mar 31, 2024	BRANDES INVESTMENT PARTNERS, LP	0.19%	2.9M	40.32M	251.24K	+9.48%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.27%	4.21M	58.47M	-93.13K	-2.16%
Mar 31, 2024	MORGAN STANLEY	0.32%	5M	69.39M	148.09K	+3.05%
Mar 31, 2024	QUANTINNO CAPITAL MANAGEMENT LP	0.02%	247.07K	3.43M	104.55K	+73.36%
Dec 31, 2023	MONDRIAN INVESTMENT PARTNERS LTD	0.52%	8.17M	116.55M	4.09M	+100.10%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	0.91%	14.3M	204.03M	503.45K	+3.65%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.01%	207.82K	2.97M	-36.57K	-14.97%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.01%	208.44K	2.97M	-85.37K	-29.06%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.01%	212.77K	3.04M	-46.44K	-17.92%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.01%	214.96K	3.07M	-52.94K	-19.76%
Dec 31, 2023	OPPENHEIMER ASSET MANAGEMENT INC.	0.01%	217.06K	3.1M	-26.52K	-10.89%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.01%	222.37K	3.17M	57.13K	+34.58%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.01%	227.02K	3.24M	15.09K	+7.12%
Dec 31, 2023	SIMPLICITY SOLUTIONS, LLC	0.02%	241.46K	3.45M	27.95K	+13.09%
Dec 31, 2023	BLEAKLEY FINANCIAL GROUP, LLC	0.02%	242.35K	3.46M	28.84K	+13.51%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.02%	244.25K	3.49M	-143.77K	-37.05%
Dec 31, 2023	MANNING & NAPIER GROUP, LLC	0.02%	297.89K	4.25M	-4.38K	-1.45%
Dec 31, 2023	SUMMIT GLOBAL INVESTMENTS	0.02%	338.42K	4.83M	2.09K	+0.62%
Dec 31, 2023	SEI INVESTMENTS CO	0.02%	349.45K	4.99M	-12.03K	-3.33%
Dec 31, 2023	ETHIC INC.	0.02%	365.33K	5.21M	-96.52K	-20.90%
Dec 31, 2023	ROYAL BANK OF CANADA	0.02%	381.06K	5.44M	-19.6K	-4.89%
Dec 31, 2023		0.02%	321.31K	4.59M	-34.93K	-9.81%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.03%	433.52K	6.19M	146.81K	+51.21%
Dec 31, 2023	FEDERATED HERMES, INC.	0.03%	438.32K	6.25M	-125.45K	-22.25%
Dec 31, 2023	NOMURA HOLDINGS INC	0.01%	207.6K	2.96M	207.6K	+100.00%
Dec 31, 2023	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.03%	502.49K	7.17M	-70.03K	-12.23%
Dec 31, 2023	CLEAN YIELD GROUP	0.03%	510.52K	7.29M	-22.64K	-4.25%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.04%	598.12K	8.54M	140.46K	+30.69%
Dec 31, 2023	NATIXIS ADVISORS, L.P.	0.04%	656.1K	9.36M	-15.78K	-2.35%
Dec 31, 2023	XY CAPITAL LTD	0.05%	765.14K	10.92M	621.44K	+432.47%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.05%	774.55K	11.05M	12.76K	+1.67%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.05%	834.31K	11.91M	-1.37M	-62.08%
Dec 31, 2023	CITADEL ADVISORS LLC	0.06%	948.3K	13.53M	-5.5K	-0.58%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.07%	1.04M	14.86M	973.94K	+1,440.92%
Dec 31, 2023	JANE STREET GROUP, LLC	0.07%	1.14M	16.27M	729.31K	+177.66%
Dec 31, 2023	Y.D. MORE INVESTMENTS LTD	0.08%	1.25M	17.9M	-126.96K	-9.19%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.08%	1.32M	18.89M	45.62K	+3.57%
Dec 31, 2023	CAUSEWAY CAPITAL MANAGEMENT LLC	0.09%	1.35M	19.2M	101.34K	+8.14%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.1%	1.59M	22.67M	75.88K	+5.02%
Dec 31, 2023	MANAGED ASSET PORTFOLIOS, LLC	0.11%	1.76M	25.09M	21.67K	+1.25%
Dec 31, 2023	BLACKROCK INC.	0.11%	1.77M	25.29M	-522.53K	-22.77%
Dec 31, 2023	NORTHERN TRUST CORP	0.12%	1.81M	25.89M	-376.11K	-17.17%
Dec 31, 2023	TFG ASSET MANAGEMENT GP LTD	0.12%	1.9M	27.17M	0	0
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.12%	1.91M	27.23M	-565.69K	-22.87%
Dec 31, 2023	FMR LLC	0.14%	2.18M	31.09M	-414.96K	-16.00%
Dec 31, 2023	MACQUARIE GROUP LTD	0.16%	2.45M	34.9M	-1.31M	-34.94%
Dec 31, 2023	BRANDES INVESTMENT PARTNERS, LP	0.17%	2.65M	37.83M	849.23K	+47.13%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.21%	3.33M	47.48M	96.5K	+2.99%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.27%	4.3M	61.4M	-547.25K	-11.28%
Dec 31, 2023	MORGAN STANLEY	0.31%	4.85M	69.17M	-385.75K	-7.37%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.41%	6.49M	92.65M	2.73M	+72.57%

TAK Stock Ownership Breakdown