How many institutions own TCBX 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 TCBX shares is 206, representing 61.04% of the company's common stock.

Who are the major shareholders selling Third Coast Bancshares, Inc. stock?

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC, in the last quarter, reduced its stake in TCBX by -0.32% restricting it's holding to 119.33 thousand shares of worth nearly $4.82M. ACADIAN ASSET MANAGEMENT LLC also lessened -13.14% of the TCBX shares from its portfolio, reducing its holding to 139.38 thousand shares of worth $5.63M. STRATEGIC VALUE BANK PARTNERS LLC also shunned TCBX shares holding by -7.57% last quarter which brought its holding to 146.47 thousand shares worth $5.92M.

Investors who are buying TCBX stock?

As per its latest 13F filing, VANGUARD FIDUCIARY TRUST CO increased its stake in TCBX by 22.54% in the last quarter. The institutional holder raised its holding to 97.44 thousand shares having worth more than $3.94M. CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. also added 1.21% more shares of TCBX to its portfolio, raising its holding to 122.56 thousand shares of worth $4.95M. NORTHERN TRUST CORP also increased its TCBX shares holding by 25.26% which brought its holding to 137.72 thousand shares worth $5.56M.

TCBX's major insiders: who are they?

The insider with the most stakes in TCBX is Bonnen Dennis , director at the company. Additionally, TCBX stock is highly held by See Remarks Caraway Bart and Chief Financial Officer MCWHORTER RICHARD J among others.

Did an insider recently sell TCBX stock?

Company executives, directors, and other insiders own 8.21% percent of Third Coast Bancshares, Inc.'s stock. Within the last six months, there have been 1 transaction(s) in which TCBX insiders have sold stock, totaling 2.5K shares. Insiders that have sold shares include GLANDER TROY ANDREW, BRUNSON W. DONALD, and BOBBORA WILLIAM.

Which insider recently purchased TCBX stock?

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

How much of TCBX does insiders own?

Around 27.65K Third Coast Bancshares, Inc. shares are held by insiders, which represents about 8.21% of TCBX stock.

Who is the insider with the largest stake?

TCBX director, Bonnen Dennis holds the largest portfolio of the company's shares. TCBX shares owned by Bonnen total nearly 152.06 thousand.

Which institution holds the most shares in TCBX?

VANGUARD FIDUCIARY TRUST CO is the largest institutional owner in TCBX which holds 97.44 thousand shares worth $3.94M or 0.71% of the total TCBX shares outstanding followed by DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC with ownership of 119.33 thousand shares representing 0.86% of the TCBX ownership. CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. is the third largest stakeholder with 122.56 thousand shares or 0.89% of the ownership worth more than $4.95M.

Is Third Coast Bancshares, 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 TCBX is concerned, it is a stock which is optionable.

Is there a short position on TCBX's shares?

Number of TCBX shares short is 659.39K. 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 TCBX shares are there?

As of today, 16.59M shares of TCBX are outstanding.

Is there many float in TCBX 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, TCBX has 15.23M shares in float.

TCBX 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 TCBX is 4.69.

Third Coast Bancshares (TCBX) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares3.97

Short Percent Of Float4.33

Shares Outstanding16.59M

Shares Float15.23M

Shares Short659.39K

Short Ratio4.69

4.33%

Short % of Float

3.97%

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

8.21% Percentage of Shares held by All Insiders

61.04% Percentage of Shares held by All Institutions

66.51% Percentage of Float held by Institutions

206

Number of Institutions Holding Shares

Institutional Ownership

About 61.04% of TCBX shares are held by financial institutions. VANGUARD FIDUCIARY TRUST CO is the top corporate investor, holding 97.44K shares valued at $3.94M. A 0.71% stake in Third Coast Bancshares, Inc. is owned by the company. DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC owns 119.33K shares valued at $4.82M, which translates its holding of 0.86% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	VANGUARD FIDUCIARY TRUST CO	0.71%	97.44K	3.94M	17.92K	+22.54%
Jun 30, 2026	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0.86%	119.33K	4.82M	-380	-0.32%
Jun 30, 2026	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.89%	122.56K	4.95M	1.46K	+1.21%
Jun 30, 2026	NORTHERN TRUST CORP	1%	137.72K	5.56M	27.77K	+25.26%
Jun 30, 2026	ACADIAN ASSET MANAGEMENT LLC	1.01%	139.38K	5.63M	-21.09K	-13.14%
Jun 30, 2026	STRATEGIC VALUE BANK PARTNERS LLC	1.06%	146.47K	5.92M	-12K	-7.57%
Jun 30, 2026	RONALD BLUE TRUST, INC.	1.07%	147.08K	5.94M	0	0
Jun 30, 2026	WASATCH ADVISORS LP	1.21%	166.32K	6.72M	8.16K	+5.16%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.63%	87.43K	3.53M	-5.52K	-5.94%
Jun 30, 2026	VALEO FINANCIAL ADVISORS, LLC	0.57%	78.62K	3.18M	13.79K	+21.27%
Jun 30, 2026	1492 CAPITAL MANAGEMENT LLC	1.26%	174.21K	7.04M	41.44K	+31.22%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	2.43%	335.47K	13.55M	284.46K	+557.75%
Jun 30, 2026	GEODE CAPITAL MANAGEMENT, LLC	2.87%	395.88K	16M	90.14K	+29.48%
Jun 30, 2026	AMERICAN CENTURY COMPANIES INC	3.12%	430.18K	17.38M	72.09K	+20.13%
Jun 30, 2026	LAZARD ASSET MANAGEMENT LLC	0.33%	45.32K	1.83M	2.17K	+5.04%
Jun 30, 2026	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.37%	51K	2.06M	0	0
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.39%	53.36K	2.16M	8.02K	+17.67%
Jun 30, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.39%	53.89K	2.18M	13.37K	+32.99%
Jun 30, 2026	UBS GROUP AG	0.52%	71.21K	2.88M	29.96K	+72.62%
Jun 30, 2026	VANGUARD PORTFOLIO MANAGEMENT LLC	0.81%	111.45K	4.5M	30.19K	+37.14%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.52%	71.99K	2.91M	-4.55K	-5.94%
Jun 30, 2026	EMPOWERED FUNDS, LLC	0.5%	68.6K	2.77M	4.72K	+7.39%
Jun 30, 2026	MORGAN STANLEY	0.8%	110.24K	4.45M	-27.24K	-19.81%
Jun 30, 2026	BLACKROCK, INC.	8.4%	1.16M	46.83M	217K	+23.03%
Jun 30, 2026	VANGUARD CAPITAL MANAGEMENT LLC	4.42%	609.79K	24.64M	14.5K	+2.44%
Jun 30, 2026	DIMENSIONAL FUND ADVISORS LP	3.75%	517.51K	20.91M	44.71K	+9.46%
Jun 30, 2026	STATE STREET CORP	3.12%	430.9K	17.41M	75.81K	+21.35%
Jun 30, 2026	HILLSDALE INVESTMENT MANAGEMENT INC.	0.28%	38.6K	1.56M	-110K	-74.02%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.24%	33.52K	1.35M	15.6K	+87.05%
Jun 30, 2026	CREATIVE PLANNING	0.24%	33.07K	1.34M	4.86K	+17.24%
Jun 30, 2026	GLOBEFLEX CAPITAL L P	0.21%	29.56K	1.19M	-2.3K	-7.21%
Jun 30, 2026	MARTINGALE ASSET MANAGEMENT L P	0.21%	28.67K	1.16M	-29.73K	-50.91%
Jun 30, 2026	ALGERT GLOBAL LLC	0.21%	28.57K	1.15M	3.47K	+13.82%
Jun 30, 2026	NUVEEN, LLC	0.18%	24.47K	988.59K	5.78K	+30.93%
Jun 30, 2026	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.17%	23.53K	950.57K	-3.33K	-12.40%
Jun 30, 2026	GUIDED CAPITAL WEALTH MANAGEMENT, LLC	0.16%	22.24K	898.29K	-2.4K	-9.74%
Jun 30, 2026	RENAISSANCE TECHNOLOGIES LLC	0.15%	21.37K	863.51K	-23.53K	-52.40%
Jun 30, 2026	DOLIVER ADVISORS, LP	0.15%	21.11K	852.72K	857	+4.23%
Jun 30, 2026	PENN CAPITAL MANAGEMENT COMPANY, LLC	0.15%	20.81K	840.81K	1.89K	+9.98%
Jun 30, 2026	PRUDENTIAL FINANCIAL INC	0.48%	66.72K	2.7M	-2.96K	-4.25%
Jun 30, 2026	ANNEX ADVISORY SERVICES, LLC	0.31%	43.27K	1.75M	-1.71K	-3.79%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.31%	43.18K	1.74M	9.05K	+26.50%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	0.31%	43.18K	1.74M	43.18K	+100.00%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.15%	20.37K	823.07K	-27	-0.13%
Jun 30, 2026	EMERALD MUTUAL FUND ADVISERS TRUST	0.14%	19.11K	771.96K	0	0
Jun 30, 2026	RHUMBLINE ADVISERS	0.14%	18.71K	756K	1.76K	+10.39%
Jun 30, 2026	SALZHAUER MICHAEL	0.45%	61.9K	2.5M	21.15K	+51.89%
Jun 30, 2026	STRS OHIO	0.13%	18.3K	739.32K	2.2K	+13.66%
Jun 30, 2026	STEPHENS INC /AR/	0.12%	17.06K	689.39K	0	0
Jun 30, 2026	INSPIRE INVESTING, LLC	0.12%	16.91K	683.04K	16.91K	+100.00%
Jun 30, 2026	BANC FUNDS CO LLC	1.22%	169.06K	6.83M	0	0
Jun 30, 2026		0.81%	111.45K	4.5M	30.19K	+37.14%
Jun 30, 2026	JACOBS LEVY EQUITY MANAGEMENT, INC	0.45%	61.52K	2.49M	-22.46K	-26.74%
Jun 30, 2026	CITIGROUP INC	0.41%	56.51K	2.28M	5.11K	+9.95%
Jun 30, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.4%	54.65K	2.21M	-21.42K	-28.16%
Jun 30, 2026	FIRST TRUST ADVISORS LP	0.36%	50.11K	2.02M	9.9K	+24.63%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.36%	50K	2.02M	0	0
Jun 30, 2026	BALLAST ASSET MANAGEMENT, LP	0.58%	80.25K	3.23M	80.25K	+100.00%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.59%	82.01K	3.31M	-47.56K	-36.71%
Jun 30, 2026	SEI INVESTMENTS CO	0.9%	123.85K	5M	-54.72K	-30.64%
Jun 30, 2026	LIGHTHOUSE INVESTMENT PARTNERS, LLC	1.03%	141.83K	5.73M	81.5K	+135.09%
Jun 30, 2026	WELLINGTON MANAGEMENT GROUP LLP	1.21%	167.05K	6.75M	-9.53K	-5.40%
Jun 30, 2026	MERIDIAN WEALTH ADVISORS, LLC	1.31%	180.47K	7.29M	-10.32K	-5.41%
Jun 30, 2026	ATEGRA CAPITAL MANAGEMENT, LLC	1.89%	261.39K	10.56M	56.46K	+27.55%
Jun 30, 2026	ALLIANCEBERNSTEIN L.P.	1.95%	268.55K	10.16M	14.07K	+5.53%
Jun 30, 2026	KENNEDY CAPITAL MANAGEMENT LLC	3.32%	458.73K	18.53M	-7.73K	-1.66%
Jun 30, 2026	ADAGE CAPITAL PARTNERS GP, L.L.C.	3.82%	527.88K	21.33M	32.96K	+6.66%
Jun 30, 2026	FRANKLIN RESOURCES INC	0.64%	88.21K	3.56M	-22.31K	-20.18%
Jun 30, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.76%	104.6K	4.23M	4.72K	+4.72%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.29%	40.52K	1.53M	705	+1.77%
Mar 31, 2026		0.59%	81.26K	3.07M	81.26K	+100.00%
Mar 31, 2026	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.44%	60.33K	2.28M	15.83K	+35.59%
Mar 31, 2026	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.37%	51K	2.02M	0	0
Mar 31, 2026	TRUIST FINANCIAL CORP	0.36%	50K	1.89M	0	0
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.33%	45.35K	1.72M	959	+2.16%
Mar 31, 2026	ANNEX ADVISORY SERVICES, LLC	0.33%	44.98K	1.7M	-1.63K	-3.49%
Mar 31, 2026	CREATIVE PLANNING	0.2%	28.21K	1.07M	18.78K	+199.13%
Mar 31, 2026	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.19%	26.86K	1.02M	0	0
Mar 31, 2026	ALGERT GLOBAL LLC	0.18%	25.1K	949K	25.1K	+100.00%
Mar 31, 2026	GUIDED CAPITAL WEALTH MANAGEMENT, LLC	0.18%	24.64K	931.94K	-5K	-16.87%
Mar 31, 2026	INTEGRATED QUANTITATIVE INVESTMENTS LLC	0.18%	24.45K	924.91K	3.49K	+16.63%
Mar 31, 2026	JPMORGAN CHASE & CO	0.15%	20.7K	774.86K	-53.66K	-72.17%
Mar 31, 2026	DOLIVER ADVISORS, LP	0.15%	20.25K	766.06K	0	0
Mar 31, 2026	INVESCO LTD.	0.14%	19.64K	742.94K	-71.1K	-78.36%
Mar 31, 2026	EMERALD MUTUAL FUND ADVISERS TRUST	0.14%	19.11K	722.86K	0	0
Mar 31, 2026	PENN CAPITAL MANAGEMENT COMPANY, LLC	0.14%	18.92K	715.9K	0	0
Mar 31, 2026	NUVEEN, LLC	0.14%	18.69K	707.04K	-1.92K	-9.31%
Mar 31, 2026	STEPHENS INC /AR/	0.12%	17.06K	645.53K	11.46K	+204.71%
Mar 31, 2026	RHUMBLINE ADVISERS	0.12%	16.95K	641.29K	151	+0.90%
Mar 31, 2026	JACOBS LEVY EQUITY MANAGEMENT, INC	0.61%	83.98K	3.18M	3.37K	+4.18%
Mar 31, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.72%	99.88K	3.78M	-16.42K	-14.12%
Mar 31, 2026	PRUDENTIAL FINANCIAL INC	0.5%	69.68K	2.64M	750	+1.09%
Mar 31, 2026	ADAGE CAPITAL PARTNERS GP, L.L.C.	3.59%	494.91K	18.72M	-9.24K	-1.83%
Mar 31, 2026	NOTTINGHAM ADVISORS, INC.	0.27%	37.42K	1.42M	37.42K	+100.00%
Mar 31, 2026	BLACKROCK, INC.	6.83%	942.15K	35.64M	7.93K	+0.85%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	1.84%	254.48K	9.67M	20.49K	+8.76%
Mar 31, 2026	WELLINGTON MANAGEMENT GROUP LLP	1.28%	176.58K	6.68M	-16.74K	-8.66%
Mar 31, 2026	BANC FUNDS CO LLC	1.22%	169.06K	6.4M	11.56K	+7.34%
Mar 31, 2026	ACADIAN ASSET MANAGEMENT LLC	1.16%	160.47K	6.07M	4.86K	+3.13%
Mar 31, 2026	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0.87%	119.71K	4.53M	31.34K	+35.46%
Mar 31, 2026	VANGUARD CAPITAL MANAGEMENT LLC	4.31%	595.29K	22.52M	595.29K	+100.00%
Mar 31, 2026	KENNEDY CAPITAL MANAGEMENT LLC	3.38%	466.46K	17.65M	7.84K	+1.71%
Mar 31, 2026	ATEGRA CAPITAL MANAGEMENT, LLC	1.48%	204.92K	7.75M	22.74K	+12.48%
Mar 31, 2026	SEI INVESTMENTS CO	1.29%	178.57K	6.76M	113.04K	+172.51%
Mar 31, 2026	EMPOWERED FUNDS, LLC	0.46%	63.88K	2.42M	5.58K	+9.58%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.8%	110.52K	4.18M	483	+0.44%
Mar 31, 2026	NORTHERN TRUST CORP	0.8%	109.95K	4.16M	5.04K	+4.81%
Mar 31, 2026	UBS GROUP AG	0.3%	41.26K	1.56M	6.53K	+18.80%
Mar 31, 2026	TUDOR INVESTMENT CORP ET AL	0.32%	44.43K	1.68M	-3.26K	-6.84%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.47%	64.31K	2.43M	-10.46K	-13.99%
Mar 31, 2026	VALEO FINANCIAL ADVISORS, LLC	0.47%	64.83K	2.45M	64.83K	+100.00%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	2.22%	305.75K	11.57M	4.88K	+1.62%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	3.43%	472.81K	17.89M	27.66K	+6.21%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.33%	44.9K	1.7M	5.9K	+15.13%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.67%	92.95K	3.52M	17.35K	+22.95%
Mar 31, 2026	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.88%	121.1K	4.58M	3.71K	+3.16%
Mar 31, 2026	SALZHAUER MICHAEL	0.3%	40.75K	1.54M	478	+1.19%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.37%	51K	1.93M	-5.17K	-9.21%
Mar 31, 2026	CITIGROUP INC	0.37%	51.39K	1.94M	38.81K	+308.33%
Mar 31, 2026	MARTINGALE ASSET MANAGEMENT L P	0.42%	58.41K	2.21M	10.4K	+21.66%
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.55%	76.07K	2.88M	36.29K	+91.22%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.94%	129.58K	4.9M	29.75K	+29.81%
Mar 31, 2026	GLOBEFLEX CAPITAL L P	0.23%	31.86K	1.21M	9.24K	+40.85%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.29%	40.21K	1.52M	190	+0.47%
Mar 31, 2026	LAZARD ASSET MANAGEMENT LLC	0.31%	43.15K	1.63M	6.35K	+17.25%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.55%	76.54K	2.9M	-3.74K	-4.65%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.58%	79.52K	3.01M	79.52K	+100.00%
Mar 31, 2026	1492 CAPITAL MANAGEMENT LLC	0.96%	132.76K	5.02M	51.64K	+63.65%
Mar 31, 2026	MORGAN STANLEY	1%	137.48K	5.2M	43.04K	+45.57%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	2.59%	358.09K	13.55M	53.62K	+17.61%
Mar 31, 2026	STATE STREET CORP	2.57%	355.09K	13.43M	12.6K	+3.68%
Mar 31, 2026	MERIDIAN WEALTH ADVISORS, LLC	1.38%	190.79K	7.22M	171.91K	+910.44%
Mar 31, 2026	STRATEGIC VALUE BANK PARTNERS LLC	1.15%	158.47K	5.99M	158.47K	+100.00%
Mar 31, 2026	WASATCH ADVISORS LP	1.15%	158.16K	5.98M	0	0
Mar 31, 2026	RONALD BLUE TRUST, INC.	1.07%	147.08K	5.56M	0	0
Mar 31, 2026	HILLSDALE INVESTMENT MANAGEMENT INC.	1.08%	148.6K	5.62M	-13.5K	-8.33%
Mar 31, 2026	LOS ANGELES CAPITAL MANAGEMENT LLC	0.28%	38.28K	1.45M	5.07K	+15.27%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.41%	56.18K	2.14M	13.69K	+32.23%
Dec 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	3.32%	458.62K	17.43M	570	+0.12%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	1.13%	155.6K	5.91M	1.92K	+1.25%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.72%	99.82K	3.79M	28.58K	+40.11%
Dec 31, 2025	MORGAN STANLEY	0.68%	94.45K	3.59M	38.64K	+69.25%
Dec 31, 2025	1492 CAPITAL MANAGEMENT LLC	0.59%	81.13K	3.08M	-4	0.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.54%	74.36K	2.83M	19.64K	+35.89%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	0.5%	68.93K	2.62M	-1.29K	-1.84%
Dec 31, 2025	STATE STREET CORP	2.48%	342.49K	13.02M	15.84K	+4.85%
Dec 31, 2025	VANGUARD GROUP INC	4.83%	666.69K	25.34M	12.94K	+1.98%
Dec 31, 2025	RHUMBLINE ADVISERS	0.12%	16.8K	638.6K	-2.77K	-14.14%
Dec 31, 2025	MARSHALL WACE, LLP	0.28%	38.65K	1.47M	38.65K	+100.00%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.28%	38.77K	1.47M	953	+2.52%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.28%	39K	1.48M	-400	-1.02%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.29%	40.02K	1.52M	-6.57K	-14.10%
Dec 31, 2025	SALZHAUER MICHAEL	0.29%	40.28K	1.53M	0	0
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.3%	41.57K	1.58M	0	0
Dec 31, 2025	INTEGRATED QUANTITATIVE INVESTMENTS LLC	0.15%	20.96K	796.8K	11.83K	+129.56%
Dec 31, 2025	GLOBEFLEX CAPITAL L P	0.16%	22.62K	859.82K	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.18%	25.28K	960.89M	25.28K	+100.00%
Dec 31, 2025	BARCLAYS PLC	0.19%	26K	988.3K	7.05K	+37.17%
Dec 31, 2025	JANE STREET GROUP, LLC	0.19%	26.31K	999.85M	26.31K	+100.00%
Dec 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.19%	26.86K	1.02M	26.86K	+100.00%
Dec 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.24%	33.21K	1.22M	-5.71K	-14.67%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.24%	33.7K	1.28M	-7.4K	-18.00%
Dec 31, 2025	UBS GROUP AG	0.25%	34.73K	1.32M	-9.6K	-21.65%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.32%	44.39K	1.69M	-6.52K	-12.80%
Dec 31, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.32%	44.5K	1.69M	-5.26K	-10.57%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.34%	46.25K	1.76M	-3.18K	-6.43%
Dec 31, 2025	ANNEX ADVISORY SERVICES, LLC	0.34%	46.61K	1.77M	-724	-1.53%
Dec 31, 2025	TUDOR INVESTMENT CORP ET AL	0.35%	47.69K	1.81M	-10.61K	-18.20%
Dec 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.35%	48.01K	1.82M	7.57K	+18.71%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.36%	50K	1.9M	0	0
Dec 31, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.37%	51K	1.94M	0	0
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.23%	445.14K	16.92M	27.18K	+6.50%
Dec 31, 2025	SEI INVESTMENTS CO	0.47%	65.53K	2.49M	65.53K	+100.00%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.29%	39.78K	1.51M	25.95K	+187.64%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.29%	39.81K	1.51M	2.07K	+5.48%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.42%	58.29K	2.22M	5.72K	+10.88%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.54%	74.78K	2.84M	9.83K	+15.13%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.55%	75.6K	2.87M	9.08K	+13.65%
Dec 31, 2025	ATEGRA CAPITAL MANAGEMENT, LLC	1.32%	182.18K	6.92M	0	0
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.4%	193.33K	7.35M	59.92K	+44.92%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	1.7%	233.99K	8.89M	-40.08K	-14.62%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.58%	80.28K	3.05M	25.02K	+45.27%
Dec 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.58%	80.61K	3.06M	-1.46K	-1.78%
Dec 31, 2025	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0.64%	88.37K	3.36M	-2.8K	-3.07%
Dec 31, 2025	INVESCO LTD.	0.66%	90.74K	3.45M	72.51K	+397.85%
Dec 31, 2025	NORTHERN TRUST CORP	0.76%	104.9K	3.99M	-8.25K	-7.29%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.8%	110.04K	4.18M	10.39K	+10.42%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.84%	116.29K	4.42M	-12.41K	-9.64%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.85%	117.38K	4.46M	997	+0.86%
Dec 31, 2025	RONALD BLUE TRUST, INC.	1.07%	147.08K	5.59M	0	0
Dec 31, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	3.65%	504.16K	19.16M	49.56K	+10.90%
Dec 31, 2025	BLACKROCK, INC.	6.77%	934.22K	35.51M	12.58K	+1.36%
Dec 31, 2025	GUIDED CAPITAL WEALTH MANAGEMENT, LLC	0.21%	29.64K	1.13M	6.5K	+28.10%
Dec 31, 2025	NUVEEN, LLC	0.15%	20.61K	783.35K	-12.17K	-37.12%
Dec 31, 2025	DOLIVER ADVISORS, LP	0.15%	20.25K	769.7K	0	0
Dec 31, 2025	EAM INVESTORS, LLC	0.15%	20.16K	766.21K	-5.63K	-21.83%
Dec 31, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.14%	19.11K	726.3K	0	0
Dec 31, 2025	PENN CAPITAL MANAGEMENT COMPANY, LLC	0.14%	18.92K	719.3K	0	0
Dec 31, 2025	INSCRIPTION CAPITAL, LLC	0.13%	17.79K	676.27K	-1.97K	-9.97%
Dec 31, 2025	LEGATO CAPITAL MANAGEMENT LLC	0.13%	17.53K	666.47K	11.83K	+207.45%
Dec 31, 2025	BANC FUNDS CO LLC	1.14%	157.51K	5.99M	-21.88K	-12.20%
Dec 31, 2025	WASATCH ADVISORS LP	1.15%	158.16K	6.01M	-38.17K	-19.44%
Dec 31, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	1.17%	162.1K	6.16M	2.6K	+1.63%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.18%	300.86K	11.44M	-12.34K	-3.94%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	2.21%	304.47K	11.57M	32.27K	+11.86%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.07%	9.87K	374.76K	1.61K	+19.48%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.07%	10.15K	385K	10.15K	+100.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	10.52K	407.09K	-698	-6.22%
Sep 30, 2025	QUEST PARTNERS LLC	0.08%	10.97K	416.34K	3.67K	+50.25%
Sep 30, 2025	MERIDIAN WEALTH ADVISORS, LLC	0.08%	11.53K	437.87K	0	0
Sep 30, 2025	SEIZERT CAPITAL PARTNERS, LLC	0.08%	11.64K	442.12K	-1.73K	-12.90%
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.09%	11.79K	447.67K	4.2K	+55.34%
Sep 30, 2025	DEUTSCHE BANK AG\	0.09%	12.46K	473.26K	2.33K	+23.00%
Sep 30, 2025	EJF CAPITAL LLC	0.1%	13.84K	525.43K	-514	-3.58%
Sep 30, 2025	STRS OHIO	0.11%	15.1K	573.35K	-1.7K	-10.12%
Sep 30, 2025	INVESCO LTD.	0.13%	18.23K	692.04K	7.12K	+64.07%
Sep 30, 2025	BARCLAYS PLC	0.14%	18.96K	719.76K	-3.25K	-14.62%
Sep 30, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.14%	19.11K	725.53K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.14%	19.38K	735.67K	2.32K	+13.63%
Sep 30, 2025	RHUMBLINE ADVISERS	0.14%	19.57K	742.99K	-89	-0.45%
Sep 30, 2025	INSCRIPTION CAPITAL, LLC	0.14%	19.76K	750.4K	-4.78K	-19.46%
Sep 30, 2025	DOLIVER ADVISORS, LP	0.15%	20.25K	768.89K	0	0
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.6%	82.07K	3.12M	-6.77K	-7.62%
Sep 30, 2025	1492 CAPITAL MANAGEMENT LLC	0.59%	81.13K	3.08M	22.8K	+39.08%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.52%	71.25K	2.71M	-441	-0.62%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.3%	41.1K	1.56M	-18.2K	-30.69%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.29%	40.44K	1.54M	-1.86K	-4.41%
Sep 30, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.36%	49.75K	1.89M	49.75K	+100.00%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.31%	42.49K	1.61M	2.61K	+6.56%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.3%	41.57K	1.58M	0	0
Sep 30, 2025	GLOBEFLEX CAPITAL L P	0.16%	22.62K	858.92K	19.7K	+673.37%
Sep 30, 2025	GUIDED CAPITAL WEALTH MANAGEMENT, LLC	0.17%	23.14K	878.44K	0	0
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.38%	52.58K	2M	6.01K	+12.92%
Sep 30, 2025	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0.66%	91.17K	3.46M	91.17K	+100.00%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.72%	99.65K	3.78M	-759	-0.76%
Sep 30, 2025	NORTHERN TRUST CORP	0.82%	113.16K	4.3M	-4.21K	-3.59%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.84%	116.39K	4.42M	17.38K	+17.55%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.93%	128.7K	4.89M	3.48K	+2.78%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.26%	35.46K	1.35M	2.57K	+7.80%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.27%	37.75K	1.43M	10.78K	+39.98%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.27%	37.82K	1.44M	-918	-2.37%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.28%	38.92K	1.48M	38.92K	+100.00%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.29%	39.4K	1.5M	-30.34K	-43.50%
Sep 30, 2025	MORGAN STANLEY	0.41%	55.8K	2.12M	1.64K	+3.03%
Sep 30, 2025	WASATCH ADVISORS LP	1.43%	196.32K	7.45M	-82.23K	-29.52%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.34%	46.59K	1.77M	37.71K	+425.03%
Sep 30, 2025	ANNEX ADVISORY SERVICES, LLC	0.34%	47.33K	1.8M	-7.81K	-14.16%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.36%	49.43K	1.88M	-14.43K	-22.59%
Sep 30, 2025	JPMORGAN CHASE & CO	0.4%	54.72K	2.08M	17.18K	+45.78%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	1.98%	272.2K	10.34M	41.25K	+17.86%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	1.99%	274.07K	10.41M	-47.24K	-14.70%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.27%	313.21K	11.9M	-756	-0.24%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.4%	55.26K	2.1M	-11.42K	-17.13%
Sep 30, 2025	TUDOR INVESTMENT CORP ET AL	0.42%	58.3K	2.21M	-4.64K	-7.37%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.47%	64.95K	2.47M	-134.79K	-67.48%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.48%	66.52K	2.53M	7.73K	+13.15%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.51%	70.22K	2.67M	0	0
Sep 30, 2025	BANC FUNDS CO LLC	1.3%	179.38K	6.81M	-36K	-16.71%
Sep 30, 2025	ATEGRA CAPITAL MANAGEMENT, LLC	1.32%	182.18K	6.92M	-52.33K	-22.31%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.97%	133.4K	5.07M	133.4K	+100.00%
Sep 30, 2025	RONALD BLUE TRUST, INC.	1.07%	147.08K	5.58M	0	0
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	1.12%	153.68K	5.83M	67.51K	+78.35%
Sep 30, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	1.16%	159.5K	6.06M	10.6K	+7.12%
Sep 30, 2025	EAM INVESTORS, LLC	0.19%	25.79K	979.09K	25.79K	+100.00%
Sep 30, 2025	NUVEEN, LLC	0.24%	32.78K	1.24M	-26.66K	-44.85%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.23%	31.68K	1.2M	-23.97K	-43.07%
Sep 30, 2025	ALTERNA WEALTH MANAGEMENT, INC	0.22%	30.79K	1.17M	0	0
Sep 30, 2025	AXA INVESTMENT MANAGERS S.A.	0.2%	26.86K	1.02M	26.86K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.32%	44.32K	1.68M	-6.1K	-12.10%
Sep 30, 2025	SALZHAUER MICHAEL	0.29%	40.28K	7.32M	2.6K	+6.90%
Sep 30, 2025	STATE STREET CORP	2.37%	326.65K	12.4M	97.27K	+42.41%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.03%	417.97K	15.87M	24.38K	+6.19%
Sep 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	3.3%	454.59K	17.26M	-57.35K	-11.20%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	3.32%	458.05K	17.39M	54.71K	+13.57%
Sep 30, 2025	VANGUARD GROUP INC	4.75%	653.75K	24.82M	-16.26K	-2.43%
Sep 30, 2025	BLACKROCK, INC.	6.69%	921.64K	34.99M	22.72K	+2.53%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.36%	50K	1.9M	0	0
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.37%	50.91K	1.93M	7.45K	+17.14%
Sep 30, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.37%	51K	1.94M	0	0
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.64%	88.83K	2.9M	2.15K	+2.48%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.28%	313.96K	10.26M	31.26K	+11.06%
Jun 30, 2025	STATE STREET CORP	1.67%	229.38K	7.49M	4.94K	+2.20%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	1.45%	199.74K	6.53M	22.22K	+12.52%
Jun 30, 2025	NORTHERN TRUST CORP	0.85%	117.37K	3.83M	6.4K	+5.77%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.73%	100.41K	3.28M	81.66K	+435.42%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.52%	71.69K	2.34M	-11.42K	-13.74%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.51%	70.22K	2.29M	3.98K	+6.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.48%	66.68K	2.18M	0	0
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.46%	63.86K	2.09M	-14.22K	-18.21%
Jun 30, 2025		0.43%	59.43K	1.94M	-35.51K	-37.40%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.43%	59.3K	1.94M	-4.9K	-7.63%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.4%	55.65K	1.82M	5.35K	+10.63%
Jun 30, 2025	UBS GROUP AG	0.37%	50.42K	1.65M	-33.12K	-39.64%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.36%	50K	1.63M	0	0
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.32%	43.46K	1.42M	5.02K	+13.07%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.3%	41.57K	1.36M	41.57K	+100.00%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.28%	38.73K	1.27M	4.64K	+13.60%
Jun 30, 2025	JPMORGAN CHASE & CO	0.27%	37.54K	1.23M	-8.15K	-17.83%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.24%	32.89K	1.07M	-9.98K	-23.28%
Jun 30, 2025	AXA S.A.	0.23%	31.33K	1.02M	0	0
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.2%	26.96K	880.91K	8.4K	+45.23%
Jun 30, 2025	ATEGRA CAPITAL MANAGEMENT, LLC	1.7%	234.51K	7.66M	0	0
Jun 30, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	1.08%	148.9K	4.86M	37.6K	+33.78%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.29%	40.32K	1.32M	22.61K	+127.57%
Jun 30, 2025	SALZHAUER MICHAEL	0.27%	37.68K	1.23M	0	0
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.15%	20.85K	681.27K	-9.95K	-32.30%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.14%	18.68K	610.28K	-700	-3.61%
Jun 30, 2025	PENN CAPITAL MANAGEMENT COMPANY, LLC	0.12%	16.94K	553.5K	7.57K	+80.77%
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.06%	7.59K	247.97K	1.2K	+18.78%
Jun 30, 2025	QUEST PARTNERS LLC	0.05%	7.3K	238.43K	7.3K	+729,700.00%
Jun 30, 2025	CORTON CAPITAL INC.	0.05%	6.97K	227.74K	6.97K	+100.00%
Jun 30, 2025	RONALD BLUE TRUST, INC.	1.07%	147.08K	4.81M	0	0
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.51%	69.74K	2.28M	-30.16K	-30.19%
Jun 30, 2025	BLACKROCK, INC.	6.52%	898.92K	29.37M	38.83K	+4.51%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	3.72%	511.94K	16.73M	112.61K	+28.20%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	2.93%	403.33K	13.18M	24.3K	+6.41%
Jun 30, 2025	WASATCH ADVISORS LP	2.02%	278.56K	9.1M	0	0
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.63%	86.17K	2.81M	-24.97K	-22.47%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.46%	62.94K	2.06M	8.06K	+14.69%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.05%	6.85K	223.89K	6.85K	+100.00%
Jun 30, 2025	LEGATO CAPITAL MANAGEMENT LLC	0.05%	6.5K	212.26K	-328	-4.81%
Jun 30, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.04%	6.17K	201K	6.17K	+100.00%
Jun 30, 2025	GLOBEFLEX CAPITAL L P	0.02%	2.93K	95.56K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	1K	32.67K	1K	+100.00%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.01%	877	28.65K	877	+100.00%
Jun 30, 2025	GAMMA INVESTING LLC	0%	560	18.3K	32	+6.06%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	538	17.58K	538	+100.00%
Jun 30, 2025	COVESTOR LTD	0%	400	13K	338	+545.16%
Jun 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0%	349	11.4K	136	+63.85%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	283	9.24K	1	+0.35%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	1.68%	230.94K	7.54M	34.43K	+17.52%
Jun 30, 2025	BANC FUNDS CO LLC	1.56%	215.38K	7.04M	-53.27K	-19.83%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.72%	99.01K	3.23M	4.71K	+4.99%
Jun 30, 2025	1492 CAPITAL MANAGEMENT LLC	0.42%	58.33K	1.91M	0	0
Jun 30, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.37%	51K	1.67M	0	0
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.34%	46.56K	1.52M	3.96K	+9.29%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	7.05K	230.32K	236	+3.46%
Jun 30, 2025	MAGNETAR FINANCIAL LLC	0.05%	7K	228.82K	-5K	-41.65%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.31%	42.3K	1.38M	-2	0.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	2.33%	321.31K	10.5M	-6.09K	-1.86%
Jun 30, 2025	INSCRIPTION CAPITAL, LLC	0.18%	24.54K	801.66K	-25.76K	-51.21%
Jun 30, 2025	MARSHALL WACE, LLP	0.17%	23.67K	773.24K	-221	-0.93%
Jun 30, 2025	NUMERAI GP LLC	0.15%	20.71K	676.6K	-2.26K	-9.85%
Jun 30, 2025	DOLIVER ADVISORS, LP	0.15%	20.25K	661.57K	0	0
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.15%	20.06K	655.26K	708	+3.66%
Jun 30, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.14%	19.11K	624.26K	0	0
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.12%	17.05K	557.06M	7.55K	+79.43%
Jun 30, 2025	KDK PRIVATE WEALTH MANAGEMENT, LLC	0.11%	14.6K	476.98K	14.6K	+100.00%
Jun 30, 2025	EJF CAPITAL LLC	0.1%	14.35K	468.88K	-743	-4.92%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.1%	13.72K	448.18K	6.98K	+103.68%
Jun 30, 2025	SEIZERT CAPITAL PARTNERS, LLC	0.1%	13.37K	436.77K	-328	-2.39%
Jun 30, 2025	MERIDIAN WEALTH ADVISORS, LLC	0.08%	11.53K	376.75K	11.53K	+100.00%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.08%	11.43K	373.52K	1.99K	+21.06%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	11.22K	398.32K	-991	-8.12%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.07%	9.27K	302.79K	152	+1.67%
Jun 30, 2025	BEAUMONT ASSET MANAGEMENT, L.L.C.	0.06%	8.54K	279.13K	0	0
Jun 30, 2025	ALGERT GLOBAL LLC	0.06%	8.02K	262K	0	0
Jun 30, 2025	ENTRYPOINT CAPITAL, LLC	0.06%	7.69K	251.1K	7.69K	+100.00%
Jun 30, 2025	VANGUARD GROUP INC	4.86%	670.01K	21.89M	17.11K	+2.62%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.86%	393.59K	12.86M	52.91K	+15.53%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.91%	125.22K	4.09M	-1.04K	-0.83%
Jun 30, 2025	MORGAN STANLEY	0.39%	54.16K	1.77M	-18.53K	-25.49%
Jun 30, 2025	NUVEEN, LLC	0.43%	59.43K	1.94M	-35.51K	-37.40%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.43%	58.79K	1.92M	-510	-0.86%
Jun 30, 2025	ANNEX ADVISORY SERVICES, LLC	0.4%	55.14K	1.8M	2.62K	+5.00%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.32%	43.58K	1.42M	3.22K	+7.99%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.29%	39.87K	1.3M	3.79K	+10.49%
Jun 30, 2025	ALTERNA WEALTH MANAGEMENT, INC	0.22%	30.79K	1.01M	30.79K	+100.00%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.65%	89.54K	2.99M	0	0
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.68%	94.3K	3.15M	18.23K	+23.96%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.73%	99.9K	3.33M	-11.4K	-10.24%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	1.29%	177.52K	5.92M	83.21K	+88.23%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	1.43%	196.52K	6.56M	54.75K	+38.62%
Mar 31, 2025	NORTHERN TRUST CORP	0.81%	110.97K	3.7M	6.45K	+6.17%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.05%	282.7K	9.44M	8.55K	+3.12%
Mar 31, 2025	BLACKROCK, INC.	6.24%	860.09K	28.7M	-12.97K	-1.49%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.47%	64.2K	2.14M	25K	+63.78%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.48%	66.24K	2.21M	22.3K	+50.75%
Mar 31, 2025	MORGAN STANLEY	0.53%	72.7K	2.43M	14.97K	+25.94%
Mar 31, 2025	INVESCO LTD.	0.59%	81.88K	2.73M	81.88K	+100.00%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.81%	111.14K	3.71M	10.33K	+10.25%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.26%	36.09K	1.2M	903	+2.57%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.57%	78.08K	2.61M	16.98K	+27.79%
Mar 31, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.81%	111.3K	3.71M	1.7K	+1.55%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.92%	126.26K	4.21M	12.95K	+11.42%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	2.75%	379.04K	12.65M	67.24K	+21.57%
Mar 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.31%	42.87K	1.43M	30.09K	+235.28%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.36%	50K	1.67M	0	0
Mar 31, 2025	INSCRIPTION CAPITAL, LLC	0.37%	50.3K	1.01M	50.3K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.59%	81.3K	2.71M	57.81K	+246.16%
Mar 31, 2025	ATEGRA CAPITAL MANAGEMENT, LLC	1.7%	234.51K	7.83M	0	0
Mar 31, 2025	BANC FUNDS CO LLC	1.95%	268.65K	8.96M	-46.62K	-14.79%
Mar 31, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	2.9%	399.34K	13.33M	64.05K	+19.10%
Mar 31, 2025	VANGUARD GROUP INC	4.74%	652.9K	21.79M	9.68K	+1.50%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.6%	83.11K	2.77M	-14.08K	-14.49%
Mar 31, 2025	RONALD BLUE TRUST, INC.	1.07%	147.08K	4.91M	0	0
Mar 31, 2025		0.69%	94.94K	3.17M	94.94K	+100.00%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	34.1K	1.14M	0	0
Mar 31, 2025	SALZHAUER MICHAEL	0.27%	37.68K	1.26M	0	0
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.28%	38.43K	1.28M	6.86K	+21.72%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.29%	40.36K	1.35M	20.97K	+108.13%
Mar 31, 2025	COLONY GROUP, LLC	0.3%	41.7K	1.39M	8	+0.02%
Mar 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.31%	42.31K	1.41M	-1.2K	-2.77%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.31%	42.6K	1.42M	12.95K	+43.65%
Mar 31, 2025	JPMORGAN CHASE & CO	0.33%	45.68K	1.52M	-10.46K	-18.63%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.37%	50.31K	1.68M	13.96K	+38.42%
Mar 31, 2025	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.37%	51K	1.7M	0	0
Mar 31, 2025	ANNEX ADVISORY SERVICES, LLC	0.38%	52.51K	1.75M	52.51K	+100.00%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.4%	54.88K	1.83M	34.87K	+174.25%
Mar 31, 2025	STATE STREET CORP	1.63%	224.45K	7.49M	-3.52K	-1.54%
Mar 31, 2025	1492 CAPITAL MANAGEMENT LLC	0.42%	58.33K	1.95M	22.55K	+63.03%
Mar 31, 2025	UBS GROUP AG	0.61%	83.54K	2.79M	17.47K	+26.44%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.63%	86.68K	2.89M	11.6K	+15.45%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.47%	340.68K	11.37M	46.27K	+15.72%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.43%	59.3K	1.98M	-2.75K	-4.43%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.48%	66.68K	2.23M	-6.59K	-9.00%
Mar 31, 2025	WASATCH ADVISORS LP	2.02%	278.56K	9.3M	15.29K	+5.81%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	2.38%	327.4K	10.93M	-81.16K	-19.86%
Mar 31, 2024	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.38%	51K	1.02M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.42%	57.36K	1.15M	-8.24K	-12.56%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.56%	76.4K	1.53M	9.4K	+14.03%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.82%	110.97K	2.22M	-30.65K	-21.64%
Mar 31, 2024	BLACKBARN CAPITAL PARTNERS LP	0.96%	130.78K	2.62M	130.78K	+100.00%
Mar 31, 2024	RONALD BLUE TRUST, INC.	1.06%	144.45K	2.89M	0	0
Mar 31, 2024	UBS GROUP AG	0.1%	13.47K	269.59K	-736	-5.18%
Mar 31, 2024	DEUTSCHE BANK AG\	0.07%	9.18K	183.68K	770	+9.16%
Mar 31, 2024	BARCLAYS PLC	0.07%	9.46K	190K	-8.71K	-47.94%
Mar 31, 2024	CHILDRESS CAPITAL ADVISORS, LLC	0.07%	10K	200.2K	0	0
Mar 31, 2024	NORTHERN TRUST CORP	0.82%	110.71K	2.22M	-2.14K	-1.89%
Mar 31, 2024	STATE STREET CORP	1.43%	193.69K	3.88M	1.78K	+0.93%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	2.42%	329.06K	6.59M	111.92K	+51.54%
Mar 31, 2024	ADAGE CAPITAL PARTNERS GP, L.L.C.	3.53%	479.88K	9.61M	46.85K	+10.82%
Mar 31, 2024	CWM, LLC	0%	234	5K	234	+100.00%
Mar 31, 2024	GAMMA INVESTING LLC	0%	389	7.79K	17	+4.57%
Mar 31, 2024	AMALGAMATED BANK	0%	443	9K	-798	-64.30%
Mar 31, 2024	FEDERATED HERMES, INC.	0%	556	11.13K	409	+278.23%
Mar 31, 2024	METROPOLITAN LIFE INSURANCE CO/NY	0.01%	863	17.28K	0	0
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	958	19.18M	0	0
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.01%	1.01K	20.3M	0	0
Mar 31, 2024	ENTRYPOINT CAPITAL, LLC	0.01%	1.14K	22.8K	1.14K	+100.00%
Mar 31, 2024	FMR LLC	0.01%	1.27K	25.35K	218	+20.80%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	1.82K	36.48K	1K	+121.65%
Mar 31, 2024	CITIGROUP INC	0.02%	2.4K	47.95K	579	+31.88%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.02%	2.74K	54K	2.74K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	4.5K	90.09K	579	+14.77%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	5.01K	100K	0	0
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.05%	6.35K	127.11K	-55	-0.86%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	7.44K	148.89K	0	0
Mar 31, 2024	AVION WEALTH	0.06%	8.3K	167K	0	0
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.19%	161.3K	3.23M	40.47K	+33.49%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.04%	277.58K	5.56M	13.04K	+4.93%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	2.31%	313.4K	6.27M	6.81K	+2.22%
Mar 31, 2024	BANC FUNDS CO LLC	3.59%	487.65K	9.76M	0	0
Mar 31, 2024	VANGUARD GROUP INC	4.68%	635.57K	12.72M	4.68K	+0.74%
Mar 31, 2024	BLACKROCK INC.	6.48%	879.96K	17.62M	-22.75K	-2.52%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	10.51K	210.47K	-20K	-65.55%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.09%	12.07K	241.66K	12.07K	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	12.43K	248.77K	12.43K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.1%	13.2K	264.3K	13.2K	+100.00%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.13%	17.72K	354.73K	0	0
Mar 31, 2024	EMERALD MUTUAL FUND ADVISERS TRUST	0.14%	19.11K	382.54K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0.17%	22.84K	457.24K	8K	+53.93%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.18%	24.64K	493.25K	0	0
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.18%	25.11K	502.76K	1.75K	+7.49%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.19%	25.7K	514.47K	-190	-0.73%
Mar 31, 2024	CITADEL ADVISORS LLC	0.19%	25.85K	517.52K	25.85K	+100.00%
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.19%	26.38K	528.15K	26.38K	+100.00%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.2%	26.73K	534.6K	6.2K	+30.20%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.21%	28.76K	575.78K	16.88K	+142.11%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.22%	30.5K	610.61K	12.4K	+68.51%
Mar 31, 2024	MORGAN STANLEY	0.24%	32.77K	656.08K	-3.77K	-10.31%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.25%	33.52K	671.01K	3.67K	+12.28%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	34.99K	700.46K	-1.49K	-4.10%
Mar 31, 2024	SALZHAUER MICHAEL	0.28%	37.68K	754.26K	17.97K	+91.19%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.29%	38.95K	779.7K	-4.69K	-10.74%
Mar 31, 2024	HOYLECOHEN, LLC	0.37%	50K	1M	0	0
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.37%	50.29K	1.01M	39K	+345.60%
Mar 31, 2024	INSCRIPTION CAPITAL, LLC	0.37%	50.3K	1.01M	0	0
Mar 31, 2024	TRUIST FINANCIAL CORP	0.37%	50K	1M	23.3K	+87.28%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.07%	10.07K	201.54K	-6.55K	-39.42%
Mar 31, 2024	DOLIVER ADVISORS, LP	0.11%	15.5K	310.31K	0	0
Mar 31, 2024	BEAUMONT ASSET MANAGEMENT, L.L.C.	0.11%	15.54K	311.19K	-750	-4.60%
Mar 31, 2024	INVESCO LTD.	0.13%	17.64K	353.21K	-1.65K	-8.55%
Mar 31, 2024	RHUMBLINE ADVISERS	0.14%	19.25K	385.42K	564	+3.02%
Mar 31, 2024	STRS OHIO	0.19%	25.6K	512K	-2.9K	-10.18%
Mar 31, 2024	CLEARBRIDGE INVESTMENTS, LLC	0.38%	50.94K	1.02M	0	0
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.95%	264.54K	5.26M	13.84K	+5.52%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	2.26%	306.59K	6.09M	7.27K	+2.43%
Dec 31, 2023	ADAGE CAPITAL PARTNERS GP, L.L.C.	3.19%	433.03K	8.6M	28.33K	+7.00%
Dec 31, 2023	SG AMERICAS SECURITIES, LLC	0.05%	6.74K	134K	6.74K	+100.00%
Dec 31, 2023	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	7.44K	147.77K	0	0
Dec 31, 2023	AVION WEALTH	0.06%	8.3K	165K	0	0
Dec 31, 2023	DEUTSCHE BANK AG\	0.06%	8.41K	167.01K	-353	-4.03%
Dec 31, 2023	ROYAL BANK OF CANADA	0.06%	8.6K	171K	1.77K	+25.96%
Dec 31, 2023	CHILDRESS CAPITAL ADVISORS, LLC	0.07%	10K	198.7K	0	0
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.08%	11.29K	224.25K	-35.31K	-75.78%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.09%	11.88K	236.04K	-7.49K	-38.66%
Dec 31, 2023	UBS GROUP AG	0.1%	14.2K	282.19K	6.9K	+94.39%
Dec 31, 2023	JPMORGAN CHASE & CO	0.11%	14.84K	294.81K	6.09K	+69.68%
Dec 31, 2023	DOLIVER ADVISORS, LP	0.11%	15.5K	307.99K	15.5K	+100.00%
Dec 31, 2023	BEAUMONT ASSET MANAGEMENT, L.L.C.	0.12%	16.29K	323.76K	-750	-4.40%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.12%	16.62K	330.22K	-157	-0.94%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.13%	17.72K	352.08K	0	0
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.13%	18.1K	359.65K	-2.5K	-12.14%
Dec 31, 2023	BARCLAYS PLC	0.13%	18.16K	361K	15.18K	+509.87%
Dec 31, 2023	RHUMBLINE ADVISERS	0.14%	18.69K	371.32K	-631	-3.27%
Dec 31, 2023	EMERALD MUTUAL FUND ADVISERS TRUST	0.14%	19.11K	379.68K	0	0
Dec 31, 2023	INVESCO LTD.	0.14%	19.29K	383.33K	1.27K	+7.05%
Dec 31, 2023	SALZHAUER MICHAEL	0.15%	19.71K	391.56K	-2.21K	-10.07%
Dec 31, 2023	QUADRATURE CAPITAL LTD	0.15%	20.53K	409.16K	20.53K	+100.00%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.17%	23.36K	464.22M	2.09K	+9.81%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.18%	24.64K	489.56K	6.55K	+36.20%
Dec 31, 2023	PANAGORA ASSET MANAGEMENT INC	0.19%	25.89K	514.4K	5.02K	+24.04%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.2%	26.7K	530.49K	0	0
Dec 31, 2023	STRS OHIO	0.21%	28.5K	566K	-600	-2.06%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.22%	29.85K	593.12K	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	30.51K	606.29K	30.51K	+100.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.27%	36.48K	724.9K	0	0
Dec 31, 2023	MORGAN STANLEY	0.27%	36.54K	726.03K	-49.32K	-57.44%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.32%	43.63K	866.99K	-1.68K	-3.71%
Dec 31, 2023	HOYLECOHEN, LLC	0.37%	50K	993.5K	0	0
Dec 31, 2023	INSCRIPTION CAPITAL, LLC	0.37%	50.3K	999.4K	-1K	-1.95%
Dec 31, 2023	CLEARBRIDGE INVESTMENTS, LLC	0.38%	50.94K	1.01M	-10	-0.02%
Dec 31, 2023	JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.38%	51K	1.01M	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.48%	65.6K	1.3M	2.42K	+3.84%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.49%	67K	1.33M	10.9K	+19.43%
Dec 31, 2023	BHZ CAPITAL MANAGEMENT, LP	0.66%	89.32K	1.77M	-5.03K	-5.34%
Dec 31, 2023	NORTHERN TRUST CORP	0.83%	112.84K	2.24M	9.21K	+8.89%
Dec 31, 2023	BANC FUNDS CO LLC	3.59%	487.65K	9.69M	0	0
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.89%	120.83K	2.4M	28.68K	+31.13%
Dec 31, 2023	VANGUARD GROUP INC	4.64%	630.89K	12.54M	5.18K	+0.83%
Dec 31, 2023	BLACKROCK INC.	6.65%	902.71K	17.94M	75.94K	+9.19%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.04%	141.62K	2.81M	-7.15K	-4.81%
Dec 31, 2023	RONALD BLUE TRUST, INC.	1.06%	144.45K	2.47M	0	0
Dec 31, 2023	STATE STREET CORP	1.41%	191.91K	3.81M	1.74K	+0.91%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	1.6%	217.15K	4.31M	-205	-0.09%

Insiders

Among the TCBX insiders holding of 8.21% of the stake in company, BONNEN DENNIS, director, holds the largest shares of 152.06K. CARAWAY BART, See Remarks, is the second largest TCBX insider with ownership of 134.45K shares. MCWHORTER RICHARD J, Chief Financial Officer, stands third with possession of 120.78K shares of that stake.

Insiders	Designation	Shares Held
BONNEN DENNIS	director	152.06K
CARAWAY BART	See Remarks	134.45K
MCWHORTER RICHARD J	Chief Financial Officer	120.78K
BOBBORA WILLIAM	See Remarks	48.31K
BRUNSON W. DONALD	director	37.27K
GLANDER TROY ANDREW	director	27.65K
ALEXANDER VICKI	See Remarks	10.56K
BAILEY CAROLYN	director	1.6K
STUNJA JOSEPH	director	1.5K
DUNCAN AUDREY	See Remarks	1.5K
DECKERT MICHAEL	See Remarks	1.1K
EBER LIZ	See Remarks	678
BASALDUA MARTIN	director	50

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 15, 2026	GLANDER TROY ANDREW	SALE	40.29	2.5K	100.73K	27.65K
Feb 24, 2026	BOBBORA WILLIAM	PURCHASE	39.62	1.2K	47.54K	48.31K
Dec 01, 2025	BRUNSON W. DONALD	SALE	38.55	1.4K	53.97K	37.27K
Nov 19, 2025	EBER LIZ	PURCHASE	36.48	135	4.92K	678
Nov 17, 2025	BOBBORA WILLIAM	SALE	36.30	245	8.89K	47.11K
Oct 30, 2025	GLANDER TROY ANDREW	SALE	36.96	1.71K	63.06K	28.83K
Jul 29, 2025	BOBBORA WILLIAM	PURCHASE	37.56	1.3K	48.82K	11.75K
Jul 29, 2025	GLANDER TROY ANDREW	SALE	37.86	3K	113.59K	30.54K
Jun 13, 2025	BONNEN DENNIS	PURCHASE	30.30	8.3K	251.49K	152.06K
May 21, 2025	BOBBORA WILLIAM	PURCHASE	31.40	1.2K	37.68K	10.45K
Apr 30, 2025	EBER LIZ	PURCHASE	29.71	70	2.08K	543
Apr 28, 2025	CARAWAY BART	PURCHASE	28.61	400	11.44K	134.45K
Apr 28, 2025	MCWHORTER RICHARD J	PURCHASE	28.84	5.9K	170.18K	120.78K
Apr 28, 2025	BOBBORA WILLIAM	PURCHASE	28.51	2.4K	68.42K	9.25K
Mar 14, 2025	BOBBORA WILLIAM	PURCHASE	32.35	2K	64.7K	41.64K
Feb 21, 2025	BOBBORA WILLIAM	PURCHASE	35.63	800	28.51K	6.85K
Feb 19, 2025	BRUNSON W. DONALD	SALE	37.53	2K	75.07K	38.12K
Feb 13, 2025	EBER LIZ	PURCHASE	37.26	50	1.86K	164
Dec 05, 2024	BOBBORA WILLIAM	PURCHASE	35.33	1.45K	51.23K	6.05K
Aug 05, 2024	BOBBORA WILLIAM	PURCHASE	21.00	2.5K	52.5K	39.64K
Jun 05, 2024	BOBBORA WILLIAM	PURCHASE	20.18	1.5K	30.27K	37.14K
May 21, 2024	BOBBORA WILLIAM	PURCHASE	21.11	2K	42.22K	4.6K
May 16, 2024	BOBBORA WILLIAM	PURCHASE	21.32	1.5K	31.98K	2.6K
Nov 15, 2023	DUNCAN AUDREY	PURCHASE	17.63	1.5K	26.45K	1.5K
Oct 30, 2023	BOBBORA WILLIAM	PURCHASE	15.39	2K	30.78K	25.56K
Aug 17, 2023	BOBBORA WILLIAM	PURCHASE	20.02	1K	20.02K	23.56K
May 30, 2023	ALEXANDER VICKI	PURCHASE	16.52	650	10.74K	10.56K
May 10, 2023	MCWHORTER RICHARD J	PURCHASE	14.84	5.91K	87.71K	94.68K
May 09, 2023	MCWHORTER RICHARD J	PURCHASE	14.31	12K	171.71K	88.77K
May 09, 2023	BONNEN DENNIS	PURCHASE	13.50	5K	67.5K	139.55K
May 08, 2023	MCWHORTER RICHARD J	PURCHASE	13.83	2.04K	28.19K	68.69K
May 08, 2023	DUNCAN AUDREY	PURCHASE	14.23	2K	28.46K	10.5K
May 05, 2023	BOBBORA WILLIAM	PURCHASE	13.55	2.1K	28.46K	22.56K
May 05, 2023	MCWHORTER RICHARD J	PURCHASE	13.84	1.01K	13.97K	66.65K
May 04, 2023	MCWHORTER RICHARD J	PURCHASE	12.64	4.3K	54.3K	65.64K
May 01, 2023	DECKERT MICHAEL	PURCHASE	13.85	48	664.8	1.1K
Mar 10, 2023	BOBBORA WILLIAM	PURCHASE	16.16	900	14.54K	10.98K
Mar 09, 2023	BOBBORA WILLIAM	PURCHASE	16.45	1K	16.45K	10.08K
Mar 08, 2023	BOBBORA WILLIAM	PURCHASE	17.92	1K	17.92K	9.08K
Sep 30, 2022	STUNJA JOSEPH	PURCHASE	1000.00	1.5K	1.5M	1.5K
Sep 30, 2022	MCWHORTER RICHARD J	PURCHASE	1000.00	1K	1M	1K
Sep 30, 2022	BASALDUA MARTIN	PURCHASE	1000.00	50	50K	50
Feb 01, 2022	BASALDUA MARTIN	PURCHASE	23.99	210	5.04K	4.71K
Nov 12, 2021	MCWHORTER RICHARD J	PURCHASE	25.00	15K	375K	94.3K
Nov 12, 2021	STUNJA JOSEPH	PURCHASE	25.00	10K	250K	128.17K
Nov 12, 2021	CARAWAY BART	PURCHASE	25.00	10K	250K	31.35K
Nov 12, 2021	BASALDUA MARTIN	PURCHASE	25.00	7K	175K	36.91K
Nov 12, 2021	BAILEY CAROLYN	PURCHASE	25.00	1.6K	40K	1.6K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES2.5K1

NET SHARES-2.5K1

SHARES HELD27.65K1

% NET SHARES-109.04%0%

Frequently Asked Questions