How many institutions own TFSL 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 TFSL shares is 292, representing 95.02% of the company's common stock.

Who are the major shareholders selling TFS Financial Corporation stock?

KESTRA INVESTMENT MANAGEMENT, LLC, in the last quarter, reduced its stake in TFSL by -4.91% restricting it's holding to 203.97 thousand shares of worth nearly $2.87M. CITADEL ADVISORS LLC also lessened -42.88% of the TFSL shares from its portfolio, reducing its holding to 293.17 thousand shares of worth $4.12M. BANK OF NEW YORK MELLON CORP also shunned TFSL shares holding by -0.04% last quarter which brought its holding to 1.87 million shares worth $26.25M.

Investors who are buying TFSL stock?

As per its latest 13F filing, CRAMER ROSENTHAL MCGLYNN LLC increased its stake in TFSL by 0.25% in the last quarter. The institutional holder raised its holding to 1.18 million shares having worth more than $16.55M. MORGAN STANLEY also added 12.11% more shares of TFSL to its portfolio, raising its holding to 796.57 thousand shares of worth $11.19M. BANK OF AMERICA CORP /DE/ also increased its TFSL shares holding by 27.15% which brought its holding to 1.01 million shares worth $14.18M.

TFSL's major insiders: who are they?

The insider with the most stakes in TFSL is Stefanski Marc A , Chairman, President and CEO at the company. Additionally, TFSL stock is highly held by Stefanski III Ben S and Chief Synergy Officer Zbanek Cathy W among others.

Did an insider recently sell TFSL stock?

Company executives, directors, and other insiders own 0.46% percent of TFS Financial Corporation's stock. Within the last six months, there have been 13 transaction(s) in which TFSL insiders have sold stock, totaling 104.46K shares. Insiders that have sold shares include WEIL MEREDITH S, RUBINO ANDREW J, and ZBANEK CATHY W.

Which insider recently purchased TFSL stock?

There have been 3 transaction(s) during the past 6-months in which TFS Financial Corporation insiders have bought stock, totalling 33000 shares

How much of TFSL does insiders own?

Around 854.19K TFS Financial Corporation shares are held by insiders, which represents about 0.46% of TFSL stock.

Who is the insider with the largest stake?

TFSL Chairman, President and CEO, Stefanski Marc A holds the largest portfolio of the company's shares. TFSL shares owned by Stefanski total nearly 72 thousand.

Which institution holds the most shares in TFSL?

KESTRA INVESTMENT MANAGEMENT, LLC is the largest institutional owner in TFSL which holds 203.97 thousand shares worth $2.87M or 0.07% of the total TFSL shares outstanding followed by CITADEL ADVISORS LLC with ownership of 293.17 thousand shares representing 0.11% of the TFSL ownership. CRAMER ROSENTHAL MCGLYNN LLC is the third largest stakeholder with 1.18 million shares or 0.42% of the ownership worth more than $16.55M.

Is TFS Financial Corporation 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 TFSL is concerned, it is a stock which is optionable.

Is there a short position on TFSL's shares?

Number of TFSL shares short is 3.71M. 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 TFSL shares are there?

As of today, 280.69M shares of TFSL are outstanding.

Is there many float in TFSL 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, TFSL has 50.17M shares in float.

TFSL 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 TFSL is 11.46.

TFS Financial (TFSL) 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 Shares1.32

Short Percent Of Float7.15

Shares Outstanding280.69M

Shares Float50.17M

Shares Short3.71M

Short Ratio11.46

7.15%

Short % of Float

1.32%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.46% Percentage of Shares held by All Insiders

95.02% Percentage of Shares held by All Institutions

95.45% Percentage of Float held by Institutions

292

Number of Institutions Holding Shares

Institutional Ownership

About 95.02% of TFSL shares are held by financial institutions. KESTRA INVESTMENT MANAGEMENT, LLC is the top corporate investor, holding 203.97K shares valued at $2.87M. A 0.07% stake in TFS Financial Corporation is owned by the company. CITADEL ADVISORS LLC owns 293.17K shares valued at $4.12M, which translates its holding of 0.11% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	0.07%	203.97K	2.87M	-10.53K	-4.91%
Mar 31, 2026	CITADEL ADVISORS LLC	0.11%	293.17K	4.12M	-220.07K	-42.88%
Mar 31, 2026	CRAMER ROSENTHAL MCGLYNN LLC	0.42%	1.18M	16.55M	2.95K	+0.25%
Mar 31, 2026	MORGAN STANLEY	0.29%	796.57K	11.19M	86.07K	+12.11%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.36%	1.01M	14.18M	215.49K	+27.15%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	0.42%	1.17M	16.48M	30.88K	+2.70%
Mar 31, 2026	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.03%	76.6K	1.08M	76.6K	+100.00%
Mar 31, 2026	SAGE INVESTMENT COUNSEL LLC	0.04%	116.92K	1.64M	93	+0.08%
Mar 31, 2026	INVESCO LTD.	0.04%	118.66K	1.67M	2.39K	+2.06%
Mar 31, 2026	NUVEEN, LLC	0.06%	166.62K	2.34M	3.43K	+2.10%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.06%	164.19K	2.31M	7.25K	+4.62%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.67%	1.87M	26.25M	-682	-0.04%
Mar 31, 2026	BLACKROCK, INC.	1.34%	3.75M	52.65M	-281.07K	-6.98%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	1.11%	3.08M	43.32M	152.04K	+5.19%
Mar 31, 2026	GATOR CAPITAL MANAGEMENT, LLC	0.25%	687.8K	9.66M	217.68K	+46.30%
Mar 31, 2026	UBS GROUP AG	0.25%	685.77K	9.64M	185.88K	+37.18%
Mar 31, 2026	AXQ CAPITAL, LP	0.03%	73.23K	1.03M	58.77K	+406.23%
Mar 31, 2026	SUMMIT TRAIL ADVISORS, LLC	0.02%	65.09K	914.5K	31.72K	+95.03%
Mar 31, 2026	RHUMBLINE ADVISERS	0.02%	53.76K	755.36K	1.23K	+2.34%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.02%	53.32K	749.19K	-7.68K	-12.58%
Mar 31, 2026	VANGUARD ASSET MANAGEMENT, LTD	0.02%	53.12K	746.31K	53.12K	+100.00%
Mar 31, 2026	JUMP FINANCIAL, LLC	0.02%	52.97K	744.19K	52.97K	+100.00%
Mar 31, 2026	SKOPOS LABS, INC.	0.02%	52.7K	740.38K	52.7K	+100.00%
Mar 31, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.02%	49.33K	693.04K	5.01K	+11.31%
Mar 31, 2026	FRANK, RIMERMAN ADVISORS LLC	0.02%	47.07K	661.29K	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.02%	46.93K	659.34K	2.14K	+4.78%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.02%	45.42K	638.13K	1.16K	+2.61%
Mar 31, 2026	HARBOR ADVISORS LLC	0.02%	42.26K	593.75K	0	0
Mar 31, 2026	SG AMERICAS SECURITIES, LLC	0.01%	39.41K	554K	-16.54K	-29.57%
Mar 31, 2026	MARIDEA WEALTH MANAGEMENT LLC	0.01%	38.72K	543.94K	-10	-0.03%
Mar 31, 2026	CITIGROUP INC	0.04%	112.61K	1.58M	8.04K	+7.69%
Mar 31, 2026	CREATIVE PLANNING	0.03%	93K	1.31M	-7.98K	-7.90%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.04%	100.17K	1.41M	-11.29K	-10.13%
Mar 31, 2026	OCCUDO QUANTITATIVE STRATEGIES LP	0.04%	104.44K	1.57M	19.63K	+23.15%
Mar 31, 2026	SWISS NATIONAL BANK	0.04%	110.7K	1.56M	0	0
Mar 31, 2026	ATOM INVESTORS LP	0.04%	112.27K	1.58M	112.27K	+100.00%
Mar 31, 2026	RAFFERTY ASSET MANAGEMENT, LLC	0.03%	77.98K	1.1M	8.31K	+11.92%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	0.04%	124.08K	1.66M	30.01K	+31.90%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.05%	125.59K	1.76M	33.04K	+35.69%
Mar 31, 2026	MANGROVE PARTNERS	0.05%	129.64K	1.82M	129.64K	+100.00%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.05%	134.35K	1.89M	74.12K	+123.06%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.11%	310.39K	4.36M	2.92K	+0.95%
Mar 31, 2026	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.83%	2.32M	32.54M	-56.33K	-2.37%
Mar 31, 2026	STATE STREET CORP	0.85%	2.36M	33.19M	396.08K	+20.15%
Mar 31, 2026	LAKEWOOD CAPITAL MANAGEMENT, LP	1.02%	2.84M	39.84M	85K	+3.09%
Mar 31, 2026	MEEDER ADVISORY SERVICES, INC.	0.01%	36.94K	518.99K	1.28K	+3.60%
Mar 31, 2026	INSPIRE INVESTING, LLC	0.01%	36.59K	514.12K	1.66K	+4.76%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.01%	35.25K	501.59K	60	+0.17%
Mar 31, 2026	VISION CAPITAL MANAGEMENT, INC.	0.03%	80.06K	1.12M	-10.31K	-11.41%
Mar 31, 2026	D. E. SHAW & CO., INC.	0.03%	83.83K	1.18M	83.83K	+100.00%
Mar 31, 2026	CENTERBOOK PARTNERS LP	0.01%	33.06K	464.55K	-76.88K	-69.93%
Mar 31, 2026	GREAT WEST LIFE ASSURANCE CO /CAN/	0.01%	30.63K	431K	1.68K	+5.82%
Mar 31, 2026	SIMPLEX TRADING, LLC	0.01%	30.42K	427.44M	30.42K	+100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.01%	29.96K	420.91K	3.12K	+11.63%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.01%	29.49K	414.29K	9.83K	+50.01%
Mar 31, 2026	AVISE FINANCIAL COOPERATIVE, INC.	0.01%	28.37K	398.6K	88	+0.31%
Mar 31, 2026	JPMORGAN CHASE & CO	0.01%	26.72K	366.8K	3.3K	+14.08%
Mar 31, 2026	HB WEALTH MANAGEMENT, LLC	0.01%	24.74K	347.54K	2.43K	+10.91%
Mar 31, 2026	SQUAREPOINT OPS LLC	0.16%	448.71K	6.3M	234.51K	+109.48%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.15%	405.32K	5.69M	140.38K	+52.98%
Mar 31, 2026	BEVERLY HILLS PRIVATE WEALTH, LLC	0.12%	326.83K	4.59M	35.07K	+12.02%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.12%	323.36K	4.54M	323.36K	+100.00%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.12%	322.38K	4.53M	63.71K	+24.63%
Mar 31, 2026	NORTHERN TRUST CORP	0.09%	248.37K	3.49M	11.33K	+4.78%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.09%	242.04K	3.4M	-5.18K	-2.10%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.08%	224.19K	3.15M	-13.06K	-5.51%
Mar 31, 2026	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.06%	161.34K	2.27M	0	0
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.04%	105.14K	1.47M	80.83K	+332.35%
Mar 31, 2026	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.1%	276.99K	3.89M	276.99K	+100.00%
Mar 31, 2026	SCHONFELD STRATEGIC ADVISORS LLC	0.1%	273.38K	3.84M	169.18K	+162.36%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.05%	144.31K	2.03M	51.03K	+54.70%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	77.1K	1.08M	15.4K	+24.96%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.91%	2.55M	35.82M	-107.3K	-4.04%
Mar 31, 2026		0.82%	2.29M	32.14M	2.29M	+100.00%
Dec 31, 2025	CENTERBOOK PARTNERS LP	0.04%	109.95K	1.47M	109.95K	+100.00%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.09%	237.25K	3.17M	-9.3K	-3.77%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.09%	247.22K	3.31M	27.63K	+12.58%
Dec 31, 2025	CRAMER ROSENTHAL MCGLYNN LLC	0.42%	1.17M	15.72M	6.48K	+0.55%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	35.19K	470.83K	-813	-2.26%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.11%	307.47K	4.11M	-247	-0.08%
Dec 31, 2025	NORGES BANK	0.14%	392.26K	5.25M	392.26K	+100.00%
Dec 31, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.17%	470.13K	6.29M	470.13K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.18%	499.89K	6.69M	110.1K	+28.25%
Dec 31, 2025	MORGAN STANLEY	0.25%	710.5K	9.51M	134.68K	+23.39%
Dec 31, 2025	COVESTOR LTD	0.01%	19.13K	256K	-111	-0.58%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.41%	1.14M	15.28M	590	+0.05%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.67%	1.87M	25.01M	352.09K	+23.21%
Dec 31, 2025	STATE STREET CORP	0.71%	1.97M	26.31M	387.99K	+24.59%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.95%	2.66M	35.55M	-497K	-15.76%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.05%	2.93M	39.23M	65.67K	+2.29%
Dec 31, 2025	BLACKROCK, INC.	1.45%	4.03M	53.9M	500.75K	+14.19%
Dec 31, 2025	VANGUARD GROUP INC	1.79%	5M	66.93M	-96K	-1.88%
Dec 31, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.03%	69.67K	932.19K	9.06K	+14.94%
Dec 31, 2025	COLONY GROUP, LLC	0.02%	52.22K	698.64K	3.65K	+7.51%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.02%	44.79K	599.25K	-4.27K	-8.70%
Dec 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.02%	44.31K	592.92K	6.54K	+17.31%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.02%	44.26K	592.25K	13.61K	+44.41%
Dec 31, 2025	HARBOR ADVISORS LLC	0.02%	42.26K	565.44K	0	0
Dec 31, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.01%	38.73K	518.14K	-137	-0.35%
Dec 31, 2025	MEEDER ADVISORY SERVICES, INC.	0.01%	35.66K	477.09K	9.94K	+38.66%
Dec 31, 2025	AVISE FINANCIAL COOPERATIVE, INC.	0.01%	28.28K	378.41K	28.28K	+100.00%
Dec 31, 2025	QUEST PARTNERS LLC	0.01%	29.79K	398.64K	21.39K	+254.31%
Dec 31, 2025	CAPROCK GROUP, LLC	0.01%	31.16K	416.93K	16.1K	+106.83%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	32.64K	436.67K	13.95K	+74.68%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	44.96K	601.56K	20.36K	+82.78%
Dec 31, 2025	FRANK, RIMERMAN ADVISORS LLC	0.02%	47.07K	629.76K	-141	-0.30%
Dec 31, 2025	RHUMBLINE ADVISERS	0.02%	52.53K	702.88K	2.81K	+5.65%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.02%	55.95K	749K	40.1K	+252.95%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.02%	60.23K	805.89K	4.56K	+8.19%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.02%	61K	816.15K	705	+1.17%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	61.7K	825.55K	25.3K	+69.51%
Dec 31, 2025	VISION CAPITAL MANAGEMENT, INC.	0.03%	90.37K	1.21M	-1.98K	-2.14%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.03%	92.55K	1.24M	-16.08K	-14.80%
Dec 31, 2025	SWISS NATIONAL BANK	0.04%	110.7K	1.48M	1.8K	+1.65%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.06%	156.93K	2.1M	-2.04K	-1.28%
Dec 31, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.06%	161.34K	2.16M	0	0
Dec 31, 2025	NUVEEN, LLC	0.06%	163.2K	2.18M	40.04K	+32.51%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.08%	214.2K	2.87M	101.71K	+90.42%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.09%	258.67K	3.46M	4.02K	+1.58%
Dec 31, 2025	CITADEL ADVISORS LLC	0.18%	513.24K	6.87M	-127.43K	-19.89%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.28%	793.82K	10.62M	-40.98K	-4.91%
Dec 31, 2025	INVESCO LTD.	0.04%	116.27K	1.56M	-1.09K	-0.93%
Dec 31, 2025	NORTHERN TRUST CORP	0.09%	237.05K	3.17M	-12.02K	-4.83%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.1%	264.95K	3.54M	71.67K	+37.08%
Dec 31, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.1%	291.77K	3.9M	291.77K	+100.00%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.85%	2.37M	31.74M	1.36M	+135.04%
Dec 31, 2025	LAKEWOOD CAPITAL MANAGEMENT, LP	0.99%	2.75M	36.8M	217K	+8.57%
Dec 31, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.02%	54.9K	734.59K	-5.12K	-8.53%
Dec 31, 2025	OCCUDO QUANTITATIVE STRATEGIES LP	0.03%	84.81K	1.13M	84.81K	+100.00%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	0.03%	94.07K	1.26M	-14.43K	-13.30%
Dec 31, 2025	CREATIVE PLANNING	0.04%	100.97K	1.35M	2.11K	+2.13%
Dec 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.04%	104.2K	1.39M	104.2K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	33.28K	445.35K	-4.13K	-11.05%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.03%	93.28K	1.25M	40.01K	+75.09%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.03%	95.37K	1.28M	-26.8K	-21.94%
Dec 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.08%	214.5K	2.87M	1.02K	+0.48%
Dec 31, 2025	SAGE INVESTMENT COUNSEL LLC	0.04%	116.83K	1.56M	90	+0.08%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.01%	26.84K	359.09K	1.18K	+4.61%
Dec 31, 2025	BARCLAYS PLC	0.01%	26.69K	357.09K	21.82K	+447.90%
Dec 31, 2025	JPMORGAN CHASE & CO	0.01%	23.42K	313.32K	-3.53K	-13.11%
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	22.63K	302.78K	0	0
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.01%	22.3K	298.4K	4.25K	+23.56%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.01%	20.83K	278.76K	1.68K	+8.74%
Dec 31, 2025	US BANCORP \DE\	0.01%	20.4K	272.93K	1.42K	+7.48%
Dec 31, 2025	FARMERS TRUST CO	0.01%	20K	267.6K	0	0
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.01%	19.66K	263K	4.23K	+27.42%
Dec 31, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.03%	95.52K	1.28M	35.17K	+58.28%
Dec 31, 2025	CITIGROUP INC	0.04%	104.56K	1.4M	23.4K	+28.84%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.04%	111.46K	1.49M	-44.51K	-28.54%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.54%	1.52M	19.99M	-23.59K	-1.53%
Sep 30, 2025	STATE STREET CORP	0.57%	1.58M	20.79M	186.04K	+13.37%
Sep 30, 2025	LAKEWOOD CAPITAL MANAGEMENT, LP	0.91%	2.53M	33.38M	420K	+19.87%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.03%	2.87M	37.76M	46.29K	+1.64%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.13%	3.15M	41.55M	160.7K	+5.37%
Sep 30, 2025	BLACKROCK, INC.	1.27%	3.53M	46.48M	-27.95K	-0.79%
Sep 30, 2025	VANGUARD GROUP INC	1.83%	5.1M	67.17M	-79.4K	-1.53%
Sep 30, 2025	GABELLI FUNDS LLC	0.01%	16K	210.8K	0	0
Sep 30, 2025	COMPASS WEALTH MANAGEMENT LLC	0.01%	16.38K	3.4M	16.38K	+100.00%
Sep 30, 2025	ARIZONA STATE RETIREMENT SYSTEM	0.01%	16.61K	218.81K	224	+1.37%
Sep 30, 2025	LONGBOARD ASSET MANAGEMENT, LP	0.01%	17.38K	229.03K	17.38K	+100.00%
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	0.01%	18.05K	237.81K	491	+2.80%
Sep 30, 2025	US BANCORP \DE\	0.01%	18.98K	250.05K	81	+0.43%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.01%	19.16K	252.42K	-1.1K	-5.41%
Sep 30, 2025	COVESTOR LTD	0.01%	19.24K	253K	2.64K	+15.93%
Sep 30, 2025	FARMERS TRUST CO	0.01%	20K	263.5K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.01%	22.62K	297.96K	-15.31K	-40.37%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	22.63K	298.14K	3.02K	+15.38%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	23.14K	304.84K	15.36K	+197.44%
Sep 30, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.01%	23.56K	310K	-913	-3.73%
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	0.01%	23.66K	311.67K	3.1K	+15.06%
Sep 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	24.68K	325.13K	4.74K	+23.74%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.01%	25.65K	337.99K	-139	-0.54%
Sep 30, 2025	MEEDER ADVISORY SERVICES, INC.	0.01%	25.72K	338.8K	1.55K	+6.43%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	26.95K	355.07K	-2.43K	-8.27%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.01%	30.65K	403.82K	327	+1.08%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	36K	474.33K	2.83K	+8.53%
Sep 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.02%	60.02K	790.75K	7.94K	+15.24%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.02%	60.29K	794.36K	-65	-0.11%
Sep 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.02%	60.35K	795.1K	-10.57K	-14.91%
Sep 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.02%	60.61K	798.58K	5.11K	+9.21%
Sep 30, 2025	CITIGROUP INC	0.03%	81.16K	1.07M	7.46K	+10.12%
Sep 30, 2025	VISION CAPITAL MANAGEMENT, INC.	0.03%	92.34K	1.22M	-5.54K	-5.66%
Sep 30, 2025	CREATIVE PLANNING	0.04%	98.87K	1.3M	23.79K	+31.69%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.04%	108.5K	1.43M	22.76K	+26.55%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.04%	112.49K	1.48M	96.88K	+620.84%
Sep 30, 2025	SAGE INVESTMENT COUNSEL LLC	0.04%	116.74K	1.54M	91	+0.08%
Sep 30, 2025	INVESCO LTD.	0.04%	117.36K	1.55M	7.79K	+7.11%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.04%	122.17K	1.61M	90.7K	+288.19%
Sep 30, 2025	NUVEEN, LLC	0.04%	123.16K	1.62M	-31.39K	-20.31%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.06%	155.97K	2.05M	-24.92K	-13.78%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.06%	158.97K	2.09M	-76.44K	-32.47%
Sep 30, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.06%	161.34K	2.13M	28.79K	+21.72%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.07%	193.27K	2.55M	71.43K	+58.63%
Sep 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.08%	213.48K	2.81M	21.56K	+11.23%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.08%	219.6K	2.89M	384	+0.18%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.11%	307.71K	4.05M	-3.51K	-1.13%
Sep 30, 2025	MORGAN STANLEY	0.21%	575.82K	7.59M	124.92K	+27.70%
Sep 30, 2025	CITADEL ADVISORS LLC	0.23%	640.67K	8.44M	-38.01K	-5.60%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.04%	108.63K	1.43M	44.17K	+68.53%
Sep 30, 2025	SWISS NATIONAL BANK	0.04%	108.9K	1.43M	1.6K	+1.49%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.09%	246.55K	3.25M	15.31K	+6.62%
Sep 30, 2025	NORTHERN TRUST CORP	0.09%	249.06K	3.28M	-13.72K	-5.22%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.09%	254.65K	3.36M	189.28K	+289.56%
Sep 30, 2025	UBS GROUP AG	0.14%	389.79K	5.14M	126.78K	+48.20%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	37.42K	520.7K	17.65K	+89.33%
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.01%	37.78K	497.69K	37.78K	+100.00%
Sep 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.01%	38.86K	514.53K	-404	-1.03%
Sep 30, 2025	HARBOR ADVISORS LLC	0.02%	42.26K	556.78K	0	0
Sep 30, 2025	FRANK, RIMERMAN ADVISORS LLC	0.02%	47.21K	621.97K	220	+0.47%
Sep 30, 2025	COLONY GROUP, LLC	0.02%	48.57K	639.88K	-1.64K	-3.27%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.02%	49.06K	646.3K	17.29K	+54.45%
Sep 30, 2025	RHUMBLINE ADVISERS	0.02%	49.73K	655.11K	-44	-0.09%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.3%	834.79K	11M	182.81K	+28.04%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.36%	1.01M	13.3M	-9.76K	-0.96%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.41%	1.14M	15.04M	-12.77K	-1.11%
Sep 30, 2025	CRAMER ROSENTHAL MCGLYNN LLC	0.42%	1.17M	15.39M	-47.82K	-3.93%
Sep 30, 2025	VERITION FUND MANAGEMENT LLC	0.02%	51.86K	683.22K	33.66K	+184.98%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.02%	53.28K	701.91K	-23.83K	-30.90%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.01%	32.01K	421.73K	21.23K	+196.86%
Sep 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	0.01%	32.63K	429.89K	-2.61K	-7.41%
Sep 30, 2025	INSPIRE INVESTING, LLC	0.01%	34.55K	455.21K	4.49K	+14.94%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.02%	55.67K	733.48K	-32.06K	-36.55%
Sep 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.01%	35.6K	469.08K	35.6K	+100.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.03%	77.1K	998.47M	-14.82K	-16.12%
Jun 30, 2025	FARMERS TRUST CO	0.01%	20K	259K	0	0
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.08%	231.24K	2.99M	-9.05K	-3.77%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.08%	219.21K	2.84M	-18.75K	-7.88%
Jun 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.07%	191.92K	2.49M	-16.69K	-8.00%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.04%	121.84K	1.58M	65.02K	+114.42%
Jun 30, 2025	VISION CAPITAL MANAGEMENT, INC.	0.04%	97.88K	1.27M	5.85K	+6.36%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.03%	87.74K	1.14M	48.67K	+124.60%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.02%	65.37K	846.53K	43.71K	+201.74%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.02%	60.36K	781.64K	789	+1.32%
Jun 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.02%	55.5K	718.73K	11.56K	+26.31%
Jun 30, 2025	COLONY GROUP, LLC	0.02%	50.21K	650.25K	496	+1.00%
Jun 30, 2025	RHUMBLINE ADVISERS	0.02%	49.77K	644.5K	-423	-0.84%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.01%	39.95K	517.31K	-24.98K	-38.47%
Jun 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	0.01%	35.24K	456.36K	2.52K	+7.70%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	33.17K	429.59K	-8	-0.02%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.01%	31.76K	411.31K	625	+2.01%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.01%	30.32K	392.69K	-143	-0.47%
Jun 30, 2025	BARCLAYS PLC	0.01%	33.5K	434K	6.13K	+22.40%
Jun 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.03%	70.92K	918.41K	57.17K	+415.63%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	43.85K	567.88K	2.67K	+6.49%
Jun 30, 2025	BLACKROCK, INC.	1.28%	3.56M	46.05M	435.66K	+13.96%
Jun 30, 2025	HB WEALTH MANAGEMENT, LLC	0.01%	17.56K	227.39K	7.54K	+75.32%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	17.12K	221.72K	-472	-2.68%
Jun 30, 2025	COVESTOR LTD	0.01%	16.59K	215K	201	+1.23%
Jun 30, 2025	ARIZONA STATE RETIREMENT SYSTEM	0.01%	16.38K	212.17K	287	+1.78%
Jun 30, 2025	GABELLI FUNDS LLC	0.01%	16K	207.2K	0	0
Jun 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.01%	14.17K	184K	13.71K	+3,000.88%
Jun 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0%	13.31K	172.3K	0	0
Jun 30, 2025	MARINER, LLC	0%	12.76K	165.28K	-4.4K	-25.62%
Jun 30, 2025	HARBOR ADVISORS LLC	0.02%	42.26K	547.27K	0	0
Jun 30, 2025	CRAMER ROSENTHAL MCGLYNN LLC	0.44%	1.22M	15.75M	-172.64K	-12.43%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.37%	1.02M	13.2M	52.35K	+5.42%
Jun 30, 2025	MORGAN STANLEY	0.16%	450.9K	5.84B	142.11K	+46.02%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.03%	85.74K	1.11B	11.32K	+15.21%
Jun 30, 2025	INSPIRE INVESTING, LLC	0.01%	30.06K	389.28K	2.3K	+8.27%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	28.33K	367K	27.15K	+2,290.80%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.01%	26.53K	343K	3.83K	+16.87%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	26.2K	339.3K	-66.45K	-71.72%
Jun 30, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.01%	24.47K	317K	1.35K	+5.85%
Jun 30, 2025	MEEDER ADVISORY SERVICES, INC.	0.01%	24.16K	312.89K	8.87K	+57.99%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.01%	23.05K	298.54M	-62.8K	-73.15%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.01%	22.23K	287.93K	11.23K	+102.00%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.01%	20.25K	262.29K	33	+0.16%
Jun 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	19.94K	258.26K	-2.18K	-9.85%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.01%	18.38K	237.97K	18.38K	+100.00%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	18.2K	235.71M	852	+4.91%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.01%	18.2K	235.65K	-26.55K	-59.33%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.01%	17.87K	231.37K	17.87K	+100.00%
Jun 30, 2025	EQUITEC PROPRIETARY MARKETS, LLC	0.01%	17.68K	228.89K	17.68K	+100.00%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.01%	15.06K	195.08K	15.06K	+100.00%
Jun 30, 2025		0.01%	39.27K	508.49K	714	+1.85%
Jun 30, 2025	VANGUARD GROUP INC	1.86%	5.18M	67.05M	-68.38K	-1.30%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.07%	2.99M	38.76M	-167.5K	-5.30%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.01%	2.82M	36.52M	196.96K	+7.51%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.55%	1.54M	19.95M	46.08K	+3.08%
Jun 30, 2025	STATE STREET CORP	0.5%	1.39M	18.03M	106.55K	+8.29%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.41%	1.15M	14.95M	23.62K	+2.09%
Jun 30, 2025	CITADEL ADVISORS LLC	0.24%	678.68K	8.79B	121.42K	+21.79%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.23%	651.98K	8.44M	-5.08K	-0.77%
Jun 30, 2025	NORGES BANK	0.14%	403.1K	5.22M	403.1K	+100.00%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.02%	52.08K	674.46M	0	0
Jun 30, 2025	LAKEWOOD CAPITAL MANAGEMENT, LP	0.76%	2.11M	27.37M	1.66M	+366.49%
Jun 30, 2025	NORTHERN TRUST CORP	0.09%	262.78K	3.4M	-32.62K	-11.04%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.08%	235.41K	3.05M	30.62K	+14.95%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.06%	180.89K	2.34M	10.53K	+6.18%
Jun 30, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.05%	132.56K	1.72M	-710	-0.53%
Jun 30, 2025	INVESCO LTD.	0.04%	109.57K	1.42M	-6.27K	-5.41%
Jun 30, 2025	SWISS NATIONAL BANK	0.04%	107.3K	1.39M	-1.5K	-1.38%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.11%	311.23K	4.03M	1.85K	+0.60%
Jun 30, 2025	UBS GROUP AG	0.09%	263.01K	3.41M	91.34K	+53.20%
Jun 30, 2025	NUVEEN, LLC	0.06%	154.55K	2M	-34.41K	-18.21%
Jun 30, 2025	SAGE INVESTMENT COUNSEL LLC	0.04%	116.65K	1.51M	2.09K	+1.83%
Jun 30, 2025	CREATIVE PLANNING	0.03%	75.08K	972.23K	40.59K	+117.73%
Jun 30, 2025	CITIGROUP INC	0.03%	73.7K	954.45K	7.85K	+11.91%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.02%	64.46K	834.72K	23.9K	+58.92%
Jun 30, 2025	FRANK, RIMERMAN ADVISORS LLC	0.02%	46.99K	608.5K	26.86K	+133.46%
Jun 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.01%	39.27K	508.49K	714	+1.85%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.01%	37.93K	491.13K	-14.76K	-28.02%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.01%	31.47K	407.56K	4.7K	+17.56%
Mar 31, 2025	ATOM INVESTORS LP	0.08%	224.15K	2.78M	58.37K	+35.21%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.09%	237.96K	2.95M	-5.63K	-2.31%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.09%	240.29K	2.98M	4.63K	+1.96%
Mar 31, 2025	MORGAN STANLEY	0.11%	308.8K	3.83M	-57.75K	-15.76%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.11%	309.38K	3.83M	-10.64K	-3.32%
Mar 31, 2025	FJ CAPITAL MANAGEMENT LLC	0.13%	362.56K	4.49M	22.81K	+6.71%
Mar 31, 2025	LAKEWOOD CAPITAL MANAGEMENT, LP	0.16%	453.04K	5.61M	453.04K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.2%	557.26K	6.9M	137.56K	+32.77%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.24%	657.07K	8.14M	155.97K	+31.13%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.35%	966.76K	11.98M	34.88K	+3.74%
Mar 31, 2025	CRAMER ROSENTHAL MCGLYNN LLC	0.5%	1.39M	17.21M	84K	+6.44%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.06%	170.36K	2.11M	-13.9K	-7.54%
Mar 31, 2025	INVESCO LTD.	0.04%	115.84K	1.44M	-2.82K	-2.38%
Mar 31, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.05%	133.27K	1.65M	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.11%	295.4K	3.66M	10.91K	+3.84%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.41%	1.13M	14.01M	35.09K	+3.20%
Mar 31, 2025	STATE STREET CORP	0.46%	1.29M	15.93M	-231.72K	-15.27%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.54%	1.49M	18.52M	-33.82K	-2.21%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.94%	2.62M	32.49M	63.2K	+2.47%
Mar 31, 2025	BLACKROCK, INC.	1.12%	3.12M	38.66M	-137.31K	-4.22%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.13%	3.16M	39.16M	70.6K	+2.28%
Mar 31, 2025	VANGUARD GROUP INC	1.88%	5.25M	65M	-34.35K	-0.65%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.02%	59.57K	738.06K	-1.73K	-2.82%
Mar 31, 2025		0.04%	114.55K	1.42M	6.69K	+6.21%
Mar 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.02%	63.09K	781.66K	-9.52K	-13.12%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.07%	204.79K	2.54M	26.95K	+15.15%
Mar 31, 2025	CITIGROUP INC	0.02%	65.86K	815.98K	-4.53K	-6.43%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.03%	74.42K	922.03K	9.37K	+14.40%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.03%	85.86K	1.06M	67.54K	+368.65%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.03%	91.92K	1.14M	36K	+64.39%
Mar 31, 2025	VISION CAPITAL MANAGEMENT, INC.	0.03%	92.03K	1.14M	-10.23K	-10.00%
Mar 31, 2025	ENGINEERS GATE MANAGER LP	0.02%	64.93K	804.42K	64.93K	+100.00%
Mar 31, 2025	RHUMBLINE ADVISERS	0.02%	50.19K	621.86K	-454	-0.90%
Mar 31, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.02%	43.94K	544.4K	-11.77K	-21.13%
Mar 31, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.02%	52.08K	645.3K	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.02%	52.69K	652.81K	-11.5K	-17.92%
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.02%	56.83K	704.06K	36.13K	+174.57%
Mar 31, 2025	SWISS NATIONAL BANK	0.04%	108.8K	1.35M	-1.7K	-1.54%
Mar 31, 2025	LPL FINANCIAL LLC	0.02%	41.82K	518.17K	10.75K	+34.61%
Mar 31, 2025	HARBOR ADVISORS LLC	0.02%	42.26K	523.6K	0	0
Mar 31, 2025	VERITION FUND MANAGEMENT LLC	0.02%	44.74K	554.35K	4.64K	+11.57%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.03%	92.65K	1.15M	-24.61K	-20.99%
Mar 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.02%	44.89K	556.21K	-43.62K	-49.28%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.02%	48.92K	606.12K	-47.08K	-49.04%
Mar 31, 2025	COLONY GROUP, LLC	0.02%	49.72K	615.98K	-476	-0.95%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	41.18K	510.21K	12.36K	+42.88%
Mar 31, 2025	UBS GROUP AG	0.06%	171.67K	2.13M	32.79K	+23.61%
Mar 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.07%	208.61K	2.58M	3.22K	+1.57%
Mar 31, 2024	CRAMER ROSENTHAL MCGLYNN LLC	0.55%	1.54M	19.3M	-229.68K	-13.00%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.6%	1.66M	20.83M	3.16K	+0.19%
Mar 31, 2024	BLACKROCK INC.	1.12%	3.1M	38.92M	-48.07K	-1.53%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	1.23%	3.41M	42.8M	-165.3K	-4.63%
Mar 31, 2024	VANGUARD GROUP INC	1.88%	5.22M	65.51M	23.67K	+0.46%
Mar 31, 2024	INVESCO LTD.	0.04%	115.07K	1.45M	11.62K	+11.24%
Mar 31, 2024	VISION CAPITAL MANAGEMENT, INC.	0.04%	117.95K	1.48M	333	+0.28%
Mar 31, 2024	CREDIT SUISSE AG/	0.04%	120.58K	1.51M	-5K	-3.98%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.85%	2.35M	29.57M	138.02K	+6.23%
Mar 31, 2024	CREATIVE PLANNING	0.01%	32.31K	405.83K	4.24K	+15.11%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0.01%	33.62K	415.88M	-58	-0.17%
Mar 31, 2024	UBS GROUP AG	0.01%	37.13K	466.34K	35.83K	+2,756.08%
Mar 31, 2024	HARBOR ADVISORS LLC	0.02%	42.26K	530.79K	0	0
Mar 31, 2024	ALASKA PERMANENT FUND CORP	0.02%	48.24K	605.92K	-130.5K	-73.01%
Mar 31, 2024	BUCKINGHAM STRATEGIC WEALTH, LLC	0.02%	50.09K	629.14K	0	0
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.02%	52.67K	661.59K	0	0
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.02%	54.07K	679.11K	15.4K	+39.83%
Mar 31, 2024	RHUMBLINE ADVISERS	0.02%	55.11K	692.11K	-13.35K	-19.50%
Mar 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.02%	55.55K	697.76K	-2.53K	-4.36%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	57.55K	722.78K	5.01K	+9.54%
Mar 31, 2024	DARK FOREST CAPITAL MANAGEMENT LP	0.02%	60.42K	758.91K	29.57K	+95.83%
Mar 31, 2024	FJ CAPITAL MANAGEMENT LLC	0.02%	63.49K	797.47K	63.49K	+100.00%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.02%	65.99K	828.89K	29.11K	+78.94%
Mar 31, 2024	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.03%	72.4K	909.32K	69	+0.10%
Mar 31, 2024	ATOM INVESTORS LP	0.03%	77.26K	970.34K	77.26K	+100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.03%	77.44K	972K	2.33K	+3.10%
Mar 31, 2024	INSPIRE ADVISORS, LLC	0.03%	83.86K	1.05M	11.66K	+16.14%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.03%	87.48K	1.1M	-7.1K	-7.50%
Mar 31, 2024	CITIGROUP INC	0.03%	88.93K	1.12M	32.03K	+56.30%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.03%	93.69K	1.18M	-1.89K	-1.98%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.04%	102.44K	1.29M	78.55K	+328.76%
Mar 31, 2024	SWISS NATIONAL BANK	0.04%	110.5K	1.39M	0	0
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.05%	124.95K	1.57M	19.08K	+18.03%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.05%	137.67K	1.73M	-7.4K	-5.10%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.05%	141.97K	1.79M	5.96K	+4.38%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.07%	184.08K	2.31M	-1.02K	-0.55%
Mar 31, 2024	MORGAN STANLEY	0.16%	435.67K	5.47M	33.76K	+8.40%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.16%	436.58K	5.48M	8.98K	+2.10%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.19%	519.62K	6.53M	21.42K	+4.30%
Mar 31, 2024	CITADEL ADVISORS LLC	0.23%	652.98K	8.2M	-48.04K	-6.85%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.38%	1.04M	13.12M	23.9K	+2.34%
Mar 31, 2024	STATE STREET CORP	0.51%	1.42M	17.78M	-67.15K	-4.53%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0.01%	22.73K	285.53K	2.99K	+15.12%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.01%	23.24K	291.83K	6.79K	+41.32%
Mar 31, 2024	LPL FINANCIAL LLC	0.01%	23.64K	296.95K	-603	-2.49%
Mar 31, 2024	JPMORGAN CHASE & CO	0.01%	26.6K	334.07K	-89	-0.33%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.01%	27.71K	348.07K	-928	-3.24%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.01%	27.87K	350.07K	27.87K	+100.00%
Mar 31, 2024	INSPIRE INVESTING, LLC	0.01%	28.46K	357.47K	2.3K	+8.81%
Mar 31, 2024	INCEPTIONR LLC	0.01%	28.91K	363.14K	28.91K	+100.00%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	31.44K	395K	0	0
Mar 31, 2024	BARCLAYS PLC	0.02%	61.32K	770K	-9.42K	-13.32%
Mar 31, 2024	CLEARSTEAD ADVISORS, LLC	0.1%	274.63K	3.57M	14.36K	+5.52%
Mar 31, 2024	NORTHERN TRUST CORP	0.1%	275.87K	3.46M	-110.68K	-28.63%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.1%	287.52K	3.61M	105.51K	+57.97%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.34%	933.46K	11.72M	-14.19K	-1.50%
Mar 31, 2024	ILLINOIS MUNICIPAL RETIREMENT FUND	0.01%	34.12K	429K	0	0
Mar 31, 2024	RAFFERTY ASSET MANAGEMENT, LLC	0.03%	78.32K	983.66K	-12.4K	-13.67%
Mar 31, 2024	ARDEN TRUST CO	0.03%	91.35K	1.15M	7.17K	+8.52%
Dec 31, 2023	INVESCO LTD.	0.04%	103.45K	1.52M	-4.42K	-4.09%
Dec 31, 2023	VISION CAPITAL MANAGEMENT, INC.	0.04%	117.61K	1.73M	-1.59K	-1.34%
Dec 31, 2023	CREDIT SUISSE AG/	0.05%	125.58K	1.84M	2.98K	+2.43%
Dec 31, 2023	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.05%	136.01K	2M	-4.8K	-3.41%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.05%	145.07K	2.13M	49.16K	+51.26%
Dec 31, 2023	ALASKA PERMANENT FUND CORP	0.06%	178.75K	2.63M	-92.95K	-34.21%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.07%	182.02K	2.67M	33.35K	+22.43%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.07%	185.1K	2.72M	1.75K	+0.95%
Dec 31, 2023	NORGES BANK	0.07%	192.26K	2.82M	192.26K	+100.00%
Dec 31, 2023	CLEARSTEAD ADVISORS, LLC	0.09%	260.27K	3.82M	85	+0.03%
Dec 31, 2023	NORTHERN TRUST CORP	0.14%	386.55K	5.68M	35.68K	+10.17%
Dec 31, 2023	MORGAN STANLEY	0.14%	401.91K	5.9M	-114.27K	-22.14%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.15%	427.6K	6.28M	18.38K	+4.49%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.18%	498.2K	7.32M	64.45K	+14.86%
Dec 31, 2023	CITADEL ADVISORS LLC	0.25%	701.02K	10.3M	103.23K	+17.27%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.34%	947.65K	13.92M	-27.38K	-2.81%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.37%	1.02M	14.99M	28.86K	+2.91%
Dec 31, 2023	STATE STREET CORP	0.53%	1.48M	21.78M	605.09K	+68.93%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.6%	1.66M	24.32M	400.6K	+31.92%
Dec 31, 2023	CRAMER ROSENTHAL MCGLYNN LLC	0.64%	1.77M	25.95M	272.43K	+18.24%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.8%	2.22M	32.56M	152.82K	+7.41%
Dec 31, 2023	BLACKROCK INC.	1.13%	3.15M	46.23M	-85.19K	-2.64%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	1.29%	3.57M	52.48M	-224.7K	-5.92%
Dec 31, 2023	VANGUARD GROUP INC	1.87%	5.19M	76.27M	-78.6K	-1.49%
Dec 31, 2023	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.01%	30.6K	449.51K	30.6K	+100.00%
Dec 31, 2023	DARK FOREST CAPITAL MANAGEMENT LP	0.01%	30.86K	453.26K	-18.8K	-37.86%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	31.44K	462K	-412	-1.29%
Dec 31, 2023		0.01%	33.68K	494.73K	3.76K	+12.58%
Dec 31, 2023	ILLINOIS MUNICIPAL RETIREMENT FUND	0.01%	34.12K	501K	0	0
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	35.69K	524.32K	72	+0.20%
Dec 31, 2023	PANAGORA ASSET MANAGEMENT INC	0.01%	36.88K	541.77K	0	0
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.01%	38.67K	568.03K	-20.05K	-34.15%
Dec 31, 2023	HARBOR ADVISORS LLC	0.02%	42.26K	620.8K	0	0
Dec 31, 2023	SQUAREPOINT OPS LLC	0.02%	48.02K	705.43K	35.8K	+292.97%
Dec 31, 2023	BUCKINGHAM STRATEGIC WEALTH, LLC	0.02%	50.09K	735.84K	0	0
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.02%	52.67K	773.78K	-304	-0.57%
Dec 31, 2023	CITIGROUP INC	0.02%	56.89K	835.77K	49.43K	+662.65%
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.02%	58.08K	853.25K	-2.83K	-4.64%
Dec 31, 2023	RHUMBLINE ADVISERS	0.02%	68.45K	1.01M	-3.11K	-4.35%
Dec 31, 2023	BARCLAYS PLC	0.03%	70.74K	1.04M	57.83K	+447.81%
Dec 31, 2023	INSPIRE ADVISORS, LLC	0.03%	72.21K	1.06M	6.78K	+10.36%
Dec 31, 2023	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.03%	72.33K	1M	5.16K	+7.68%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.03%	75.11K	1.1M	-7.4K	-8.97%
Dec 31, 2023	PEAK6 INVESTMENTS LLC	0.03%	78.8K	1.16M	76.1K	+2,818.52%
Dec 31, 2023	ARDEN TRUST CO	0.03%	84.17K	1.24M	33.9K	+67.42%
Dec 31, 2023	RAFFERTY ASSET MANAGEMENT, LLC	0.03%	90.72K	1.33M	90.72K	+100.00%
Dec 31, 2023	SWISS NATIONAL BANK	0.04%	110.5K	1.62M	-12.7K	-10.31%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.03%	94.57K	1.39M	-16	-0.02%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.03%	95.59K	1.4M	-74.3K	-43.74%

Insiders

Among the TFSL insiders holding of 0.46% of the stake in company, STEFANSKI MARC A, Chairman, President and CEO, holds the largest shares of 72K. STEFANSKI III BEN S, , is the second largest TFSL insider with ownership of 64.14K shares. ZBANEK CATHY W, Chief Synergy Officer, stands third with possession of 61.1K shares of that stake.

Insiders	Designation	Shares Held
STEFANSKI MARC A	Chairman, President and CEO	72K
STEFANSKI III BEN S		64.14K
ZBANEK CATHY W	Chief Synergy Officer	61.1K
HUML PAUL J	Chief Financial Officer	59.54K
FIALA ROBERT A	director	55.7K
WEIR DANIEL F	director	49.94K
ASHER ANTHONY J	director	49.31K
MULLIGAN WILLIAM C	director	48.7K
STEFANSKI BRADLEY T	Chief Strategy Officer	47.96K
WEIL MEREDITH S	Chief Financial Officer	38.48K
STEFANSKI GAVIN B	Chief Experience Officer	25.77K
RUBINO ANDREW J	Chief Operating Officer	21.31K
COHEN MARTIN J		19.2K
HEISLER ROBERT B JR	director	18.5K
WILLIAMS ASHLEY H	director	16.51K
HUFFMAN DAVID S	Chief Financial Officer	12.09K
HOLMES RUSSELL C.	Chief Retail Officer	9.48K
ANDERSON BARBARA J.	director	6.2K
MULHERN TIMOTHY W	Chief Financial Officer	0
PAULETT TERENCE C	Chief Risk Off of Subsidiary	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 11, 2026	WEIL MEREDITH S	SALE	16.80	4.32K	72.51K	38.48K
Jun 02, 2026	WEIL MEREDITH S	SALE	15.91	4.11K	65.31K	38.48K
May 29, 2026	WEIR DANIEL F	PURCHASE	15.85	7K	110.95K	49.94K
May 26, 2026	RUBINO ANDREW J	SALE	16.09	594	9.56K	21.31K
May 18, 2026	ZBANEK CATHY W	SALE	15.26	10K	152.6K	61.1K
May 12, 2026	WEIR DANIEL F	PURCHASE	14.91	21K	313.11K	51.04K
May 11, 2026	WEIL MEREDITH S	SALE	14.91	13.76K	205.1K	38.48K
May 06, 2026	RUBINO ANDREW J	SALE	15.18	6.6K	100.19K	21.31K
Mar 12, 2026	ASHER ANTHONY J	PURCHASE	13.37	5K	66.85K	49.31K
Feb 20, 2026	STEFANSKI GAVIN B	SALE	14.97	7K	104.79K	25.77K
Feb 17, 2026	STEFANSKI MARC A	SALE	15.12	36.84K	557.08K	72K
Feb 13, 2026	STEFANSKI MARC A	SALE	15.00	1K	15K	108.84K
Feb 12, 2026	STEFANSKI MARC A	SALE	15.03	7.15K	107.45K	109.85K
Feb 11, 2026	WEIL MEREDITH S	SALE	14.95	2.09K	31.23K	52.24K
Feb 11, 2026	STEFANSKI MARC A	SALE	15.00	7	105	109.84K
Feb 03, 2026	ANDERSON BARBARA J.	SALE	14.21	11K	156.31K	6.2K
Dec 15, 2025	ASHER ANTHONY J	PURCHASE	13.89	1.44K	19.99K	39.11K
Dec 12, 2025	WILLIAMS ASHLEY H	SALE	13.66	7.6K	103.82K	16.51K
Dec 03, 2025	ZBANEK CATHY W	SALE	14.13	20K	282.6K	53.2K
Nov 24, 2025	RUBINO ANDREW J	SALE	14.23	5K	71.15K	19.13K
Nov 12, 2025	WEIL MEREDITH S	SALE	13.85	15K	207.75K	48.53K
Sep 11, 2025	WEIR DANIEL F	SALE	13.37	3.9K	52.14K	14.94K
Sep 02, 2025	WEIL MEREDITH S	SALE	13.70	15K	205.5K	63.53K
Aug 29, 2025	STEFANSKI MARC A	SALE	14.17	7.2K	102.02K	0
Aug 21, 2025	ASHER ANTHONY J	PURCHASE	13.26	37.68K	499.57K	37.68K
Aug 15, 2025	ANDERSON BARBARA J.	SALE	13.05	12K	156.6K	2.1K
May 13, 2025	STEFANSKI GAVIN B	SALE	13.47	3.51K	47.21K	32.77K
May 08, 2025	ASHER ANTHONY J	SALE	13.40	59.51K	797.39K	100
May 07, 2025	ZBANEK CATHY W	SALE	13.46	15K	201.9K	73.2K
May 06, 2025	WEIL MEREDITH S	SALE	13.48	15K	202.2K	78.53K
May 05, 2025	RUBINO ANDREW J	SALE	13.61	6K	81.66K	24.13K
Mar 11, 2025	ASHER ANTHONY J	SALE	12.15	13.5K	164.03K	59.61K
Mar 03, 2025	STEFANSKI MARC A	SALE	13.27	17.56K	232.95K	84.23K
Feb 28, 2025	STEFANSKI MARC A	SALE	13.12	35K	459.2K	101.78K
Feb 27, 2025	STEFANSKI MARC A	SALE	13.00	35K	455K	136.78K
Feb 26, 2025	WEIR DANIEL F	SALE	13.11	10K	131.1K	18.84K
Feb 26, 2025	STEFANSKI MARC A	SALE	13.13	22K	288.86K	171.78K
Feb 25, 2025	STEFANSKI MARC A	SALE	13.28	19.45K	258.23K	193.78K
Feb 24, 2025	STEFANSKI MARC A	SALE	13.22	21K	277.62K	213.23K
Feb 18, 2025	WEIL MEREDITH S	SALE	13.59	12K	163.08K	93.53K
Feb 07, 2025	STEFANSKI GAVIN B	SALE	13.72	7K	96.04K	36.27K
Feb 06, 2025	ZBANEK CATHY W	SALE	13.72	20K	274.4K	88.2K
Nov 15, 2024	ANDERSON BARBARA J.	SALE	14.30	1.5K	21.45K	200
Sep 24, 2024	WEIR DANIEL F	PURCHASE	13.17	313	4.12K	14.94K
Sep 10, 2024	WILLIAMS ASHLEY H	SALE	12.82	20K	256.4K	37.15K
Sep 10, 2024	STEFANSKI MARC A	SALE	12.82	20K	256.4K	37.15K
Aug 20, 2024	WEIL MEREDITH S	SALE	13.09	6.5K	85.09K	91.22K
Aug 02, 2024	STEFANSKI MARC A	SALE	12.82	16K	205.12K	227.08K
Jun 25, 2024	WEIR DANIEL F	PURCHASE	12.49	323	4.03K	14.63K
Jun 13, 2024	WEIL MEREDITH S	SALE	12.37	4.62K	57.1K	97.72K
Jun 12, 2024	WEIL MEREDITH S	SALE	12.57	4.09K	51.37K	102.33K
May 13, 2024	ZBANEK CATHY W	SALE	13.04	10K	130.4K	94.42K
May 06, 2024	STEFANSKI BRADLEY T	SALE	13.22	3.75K	49.58K	47.96K
May 03, 2024	ANDERSON BARBARA J.	SALE	13.14	13.4K	176.08K	1.7K
Mar 08, 2024	STEFANSKI BRADLEY T	SALE	12.76	6.27K	79.99K	51.71K
Feb 29, 2024	STEFANSKI GAVIN B	SALE	12.74	3.45K	43.93K	43.27K
Feb 13, 2024	WEIR DANIEL F	SALE	12.90	10.5K	135.47K	14.31K
Jan 11, 2024	WEIR DANIEL F	SALE	13.82	15K	207.36K	24.81K
Jan 09, 2024	WEIR DANIEL F	SALE	14.12	15K	211.77K	39.81K
Jan 03, 2024	WEIR DANIEL F	SALE	14.28	15K	214.17K	54.81K
Dec 27, 2023	WEIR DANIEL F	SALE	15.21	15K	228.17K	69.81K
Dec 22, 2023	WEIR DANIEL F	SALE	14.94	10K	149.37K	84.81K
Dec 21, 2023	WEIR DANIEL F	SALE	14.76	10K	147.59K	94.81K
Dec 19, 2023	WEIR DANIEL F	SALE	14.90	20K	298.09K	104.81K
Dec 08, 2023	WEIL MEREDITH S	SALE	13.42	7.4K	99.31K	106.42K
Dec 08, 2023	HOLMES RUSSELL C.	SALE	13.45	8.36K	112.42K	9.48K
Dec 04, 2023	WEIL MEREDITH S	SALE	13.28	15.88K	210.93K	0
Nov 29, 2023	WILLIAMS ASHLEY H	SALE	13.56	9K	122.04K	33.96K
Aug 31, 2023	STEFANSKI GAVIN B	SALE	13.59	5K	67.97K	39.76K
Aug 24, 2023	STEFANSKI GAVIN B	SALE	13.73	5K	68.67K	39.76K
Aug 21, 2023	STEFANSKI MARC A	SALE	13.82	17.96K	248.18K	246.43K
Aug 14, 2023	STEFANSKI MARC A	SALE	14.92	300	4.48K	246.43K
Aug 11, 2023	STEFANSKI MARC A	SALE	14.96	11.81K	176.72K	246.43K
May 02, 2023	WEIR DANIEL F	PURCHASE	11.83	1.5K	17.75K	19.73K
Dec 13, 2022	ANDERSON BARBARA J.	SALE	14.09	10K	140.9K	0
Dec 08, 2022	WEIL MEREDITH S	SALE	13.94	7.21K	100.49K	85.4K
Nov 28, 2022	ASHER ANTHONY J	PURCHASE	13.51	3K	40.53K	61.21K
Sep 14, 2022	MULHERN TIMOTHY W	SALE	13.73	3.48K	47.81K	0
Aug 22, 2022	COHEN MARTIN J	SALE	14.92	6.3K	94K	19.2K
May 06, 2022	COHEN MARTIN J	PURCHASE	14.01	5K	70.05K	84.29K
Mar 01, 2022	STEFANSKI III BEN S	SALE	17.13	599	10.26K	64.14K
Dec 14, 2021	WILLIAMS ASHLEY H	SALE	18.08	2.8K	50.62K	20.4K
Sep 13, 2021	STEFANSKI MARC A	SALE	19.06	4.69K	89.33K	186.8K
Sep 10, 2021	STEFANSKI MARC A	SALE	18.58	119.47K	2.22M	186.8K
Aug 12, 2021	HUML PAUL J	SALE	20.01	11.29K	225.87K	59.54K
Aug 06, 2021	ASHER ANTHONY J	PURCHASE	19.67	1.27K	24.98K	55.01K
Jun 15, 2021	MULLIGAN WILLIAM C	SALE	21.06	2K	42.12K	48.7K
Mar 12, 2021	FIALA ROBERT A	SALE	21.33	15K	319.95K	55.7K
Mar 05, 2021	MULLIGAN WILLIAM C	SALE	20.93	7.17K	150.11K	50.7K
Mar 04, 2021	MULLIGAN WILLIAM C	SALE	20.71	11.97K	247.94K	57.87K
Mar 04, 2021	HUML PAUL J	SALE	20.76	2.14K	44.43K	54.68K
Mar 03, 2021	MULLIGAN WILLIAM C	SALE	20.93	856	17.92K	69.84K
Feb 17, 2021	STEFANSKI MARC A	SALE	18.50	8.8K	162.8K	9K
Dec 14, 2020	WILLIAMS ASHLEY H	SALE	17.82	12.8K	228.1K	10K
Nov 03, 2020	STEFANSKI MARC A	SALE	15.16	56.25K	852.69K	121.65K
May 13, 2020	COHEN MARTIN J	PURCHASE	14.08	10K	140.8K	77.8K
Feb 10, 2020	HUML PAUL J	SALE	21.84	3.82K	83.41K	48.81K
Dec 10, 2019	HUML PAUL J	SALE	19.68	3.44K	67.62K	48.81K
Nov 27, 2019	MULLIGAN WILLIAM C	SALE	20.30	10K	203K	64.4K
Nov 27, 2019	COHEN MARTIN J	SALE	20.15	8.98K	180.99K	83.8K
Nov 20, 2019	COHEN MARTIN J	SALE	20.06	1.02K	20.42K	92.78K
Aug 19, 2019	STEFANSKI MARC A	SALE	18.00	13.22K	238K	129.4K
Aug 22, 2018	STEFANSKI MARC A	SALE	15.44	2.57K	39.68K	0
Aug 14, 2018	ASHER ANTHONY J	PURCHASE	15.32	1.31K	20.07K	41.59K
Jun 14, 2018	STEFANSKI MARC A	SALE	15.78	12.96K	204.51K	147.31K
May 17, 2018	STEFANSKI MARC A	SALE	15.16	6.63K	100.51K	2.57K
Mar 05, 2018	WEIL MEREDITH S	PURCHASE	14.99	5.33K	79.9K	30.95K
Feb 14, 2018	STEFANSKI III BEN S	SALE	15.10	26.6K	401.66K	48.7K
Nov 02, 2017	ASHER ANTHONY J	SALE	15.33	4.17K	63.85K	0
Aug 15, 2017	WEIL MEREDITH S	PURCHASE	15.40	5.02K	77.32K	27.93K
May 16, 2017	ASHER ANTHONY J	SALE	16.42	22K	361.24K	37.98K
Dec 14, 2016	STEFANSKI MARC A	SALE	19.31	7.6K	146.76K	9.2K
Dec 13, 2016	MULLIGAN WILLIAM C	SALE	19.45	20K	389K	68.5K
Dec 12, 2016	COHEN MARTIN J	SALE	19.85	1.7K	33.75K	87.9K
Dec 12, 2016	HUML PAUL J	SALE	19.65	1.33K	26.06K	24.39K
Nov 22, 2016	HUFFMAN DAVID S	SALE	18.69	2.29K	42.8K	12.09K
Nov 11, 2016	FIALA ROBERT A	SALE	18.30	20K	366K	56.3K
Sep 02, 2016	ASHER ANTHONY J	SALE	18.11	200	3.62K	4.17K
Aug 08, 2016	HUFFMAN DAVID S	SALE	18.43	1.4K	25.78K	12.09K
Aug 04, 2016	STEFANSKI MARC A	SALE	18.08	55.68K	1.01M	0
May 28, 2016	HUML PAUL J	SALE	18.37	2.74K	50.32K	24.39K
May 25, 2016	HUML PAUL J	SALE	18.40	6.12K	112.59K	24.39K
May 19, 2016	HUFFMAN DAVID S	SALE	18.00	13.5K	243.02K	9.35K
May 17, 2016	STEFANSKI MARC A	SALE	17.86	55.96K	999.39K	0
Mar 14, 2016	HUFFMAN DAVID S	SALE	17.05	9.08K	154.81K	9.35K
Feb 12, 2016	STEFANSKI MARC A	SALE	16.34	38.49K	628.91K	0
Dec 15, 2015	STEFANSKI MARC A	SALE	19.02	15.44K	293.69K	0
Dec 10, 2015	STEFANSKI MARC A	SALE	18.51	5.48K	101.38K	0
Dec 03, 2015	STEFANSKI MARC A	SALE	18.95	6.88K	130.45K	0
Dec 01, 2015	STEFANSKI MARC A	SALE	18.87	47.47K	895.74K	0
Nov 09, 2015	HUFFMAN DAVID S	SALE	18.32	3.68K	67.44K	6.96K
Nov 06, 2015	ASHER ANTHONY J	SALE	18.21	10K	182.1K	54.98K
Nov 05, 2015	STEFANSKI MARC A	SALE	18.03	128.06K	2.31M	0
Sep 15, 2015	HUML PAUL J	SALE	17.10	3.97K	67.87K	23.83K
Sep 03, 2015	STEFANSKI MARC A	SALE	16.71	38.82K	648.67K	0
Aug 20, 2015	HUFFMAN DAVID S	SALE	17.14	26.73K	458.12K	6.96K
Aug 18, 2015	HEISLER ROBERT B JR	SALE	17.63	5K	88.15K	18.5K
May 28, 2015	STEFANSKI III BEN S	SALE	14.85	10K	148.5K	68K
May 06, 2015	STEFANSKI MARC A	SALE	14.51	42.18K	611.99K	0
Nov 05, 2014	PAULETT TERENCE C	SALE	14.88	5.75K	85.6K	0
Aug 20, 2014	STEFANSKI MARC A	SALE	13.58	25K	339.5K	8.88K
Jun 03, 2014	HEISLER ROBERT B JR	SALE	13.35	7K	93.45K	10K
Jun 02, 2014	PAULETT TERENCE C	SALE	13.37	2.84K	37.92K	0
Jun 02, 2014	STEFANSKI III BEN S	SALE	13.40	4K	53.6K	64.5K
May 01, 2014	STEFANSKI MARC A	SALE	13.34	40K	533.6K	33.88K
Mar 03, 2014	STEFANSKI MARC A	SALE	11.73	10K	117.3K	73.88K
Feb 03, 2014	STEFANSKI MARC A	SALE	11.47	10K	114.7K	83.88K
Jan 02, 2014	STEFANSKI MARC A	SALE	12.00	10K	120K	55.6K
Dec 02, 2013	STEFANSKI MARC A	SALE	11.63	10K	116.3K	65.6K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE33K3

SALES104.46K13

NET SHARES-71.46K10

SHARES HELD854.19K16

% NET SHARES-108.37%-37.5%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.32

Short Percent Of Float7.15

Shares Outstanding280.69M

Shares Float50.17M

Shares Short3.71M

Short Ratio11.46

7.15%

Short % of Float

1.32%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.46% Percentage of Shares held by All Insiders

95.02% Percentage of Shares held by All Institutions

95.45% Percentage of Float held by Institutions

292

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	0.07%	203.97K	2.87M	-10.53K	-4.91%
Mar 31, 2026	CITADEL ADVISORS LLC	0.11%	293.17K	4.12M	-220.07K	-42.88%
Mar 31, 2026	CRAMER ROSENTHAL MCGLYNN LLC	0.42%	1.18M	16.55M	2.95K	+0.25%
Mar 31, 2026	MORGAN STANLEY	0.29%	796.57K	11.19M	86.07K	+12.11%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.36%	1.01M	14.18M	215.49K	+27.15%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	0.42%	1.17M	16.48M	30.88K	+2.70%
Mar 31, 2026	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.03%	76.6K	1.08M	76.6K	+100.00%
Mar 31, 2026	SAGE INVESTMENT COUNSEL LLC	0.04%	116.92K	1.64M	93	+0.08%
Mar 31, 2026	INVESCO LTD.	0.04%	118.66K	1.67M	2.39K	+2.06%
Mar 31, 2026	NUVEEN, LLC	0.06%	166.62K	2.34M	3.43K	+2.10%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.06%	164.19K	2.31M	7.25K	+4.62%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.67%	1.87M	26.25M	-682	-0.04%
Mar 31, 2026	BLACKROCK, INC.	1.34%	3.75M	52.65M	-281.07K	-6.98%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	1.11%	3.08M	43.32M	152.04K	+5.19%
Mar 31, 2026	GATOR CAPITAL MANAGEMENT, LLC	0.25%	687.8K	9.66M	217.68K	+46.30%
Mar 31, 2026	UBS GROUP AG	0.25%	685.77K	9.64M	185.88K	+37.18%
Mar 31, 2026	AXQ CAPITAL, LP	0.03%	73.23K	1.03M	58.77K	+406.23%
Mar 31, 2026	SUMMIT TRAIL ADVISORS, LLC	0.02%	65.09K	914.5K	31.72K	+95.03%
Mar 31, 2026	RHUMBLINE ADVISERS	0.02%	53.76K	755.36K	1.23K	+2.34%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.02%	53.32K	749.19K	-7.68K	-12.58%
Mar 31, 2026	VANGUARD ASSET MANAGEMENT, LTD	0.02%	53.12K	746.31K	53.12K	+100.00%
Mar 31, 2026	JUMP FINANCIAL, LLC	0.02%	52.97K	744.19K	52.97K	+100.00%
Mar 31, 2026	SKOPOS LABS, INC.	0.02%	52.7K	740.38K	52.7K	+100.00%
Mar 31, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.02%	49.33K	693.04K	5.01K	+11.31%
Mar 31, 2026	FRANK, RIMERMAN ADVISORS LLC	0.02%	47.07K	661.29K	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.02%	46.93K	659.34K	2.14K	+4.78%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.02%	45.42K	638.13K	1.16K	+2.61%
Mar 31, 2026	HARBOR ADVISORS LLC	0.02%	42.26K	593.75K	0	0
Mar 31, 2026	SG AMERICAS SECURITIES, LLC	0.01%	39.41K	554K	-16.54K	-29.57%
Mar 31, 2026	MARIDEA WEALTH MANAGEMENT LLC	0.01%	38.72K	543.94K	-10	-0.03%
Mar 31, 2026	CITIGROUP INC	0.04%	112.61K	1.58M	8.04K	+7.69%
Mar 31, 2026	CREATIVE PLANNING	0.03%	93K	1.31M	-7.98K	-7.90%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.04%	100.17K	1.41M	-11.29K	-10.13%
Mar 31, 2026	OCCUDO QUANTITATIVE STRATEGIES LP	0.04%	104.44K	1.57M	19.63K	+23.15%
Mar 31, 2026	SWISS NATIONAL BANK	0.04%	110.7K	1.56M	0	0
Mar 31, 2026	ATOM INVESTORS LP	0.04%	112.27K	1.58M	112.27K	+100.00%
Mar 31, 2026	RAFFERTY ASSET MANAGEMENT, LLC	0.03%	77.98K	1.1M	8.31K	+11.92%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	0.04%	124.08K	1.66M	30.01K	+31.90%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.05%	125.59K	1.76M	33.04K	+35.69%
Mar 31, 2026	MANGROVE PARTNERS	0.05%	129.64K	1.82M	129.64K	+100.00%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.05%	134.35K	1.89M	74.12K	+123.06%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.11%	310.39K	4.36M	2.92K	+0.95%
Mar 31, 2026	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.83%	2.32M	32.54M	-56.33K	-2.37%
Mar 31, 2026	STATE STREET CORP	0.85%	2.36M	33.19M	396.08K	+20.15%
Mar 31, 2026	LAKEWOOD CAPITAL MANAGEMENT, LP	1.02%	2.84M	39.84M	85K	+3.09%
Mar 31, 2026	MEEDER ADVISORY SERVICES, INC.	0.01%	36.94K	518.99K	1.28K	+3.60%
Mar 31, 2026	INSPIRE INVESTING, LLC	0.01%	36.59K	514.12K	1.66K	+4.76%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.01%	35.25K	501.59K	60	+0.17%
Mar 31, 2026	VISION CAPITAL MANAGEMENT, INC.	0.03%	80.06K	1.12M	-10.31K	-11.41%
Mar 31, 2026	D. E. SHAW & CO., INC.	0.03%	83.83K	1.18M	83.83K	+100.00%
Mar 31, 2026	CENTERBOOK PARTNERS LP	0.01%	33.06K	464.55K	-76.88K	-69.93%
Mar 31, 2026	GREAT WEST LIFE ASSURANCE CO /CAN/	0.01%	30.63K	431K	1.68K	+5.82%
Mar 31, 2026	SIMPLEX TRADING, LLC	0.01%	30.42K	427.44M	30.42K	+100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.01%	29.96K	420.91K	3.12K	+11.63%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.01%	29.49K	414.29K	9.83K	+50.01%
Mar 31, 2026	AVISE FINANCIAL COOPERATIVE, INC.	0.01%	28.37K	398.6K	88	+0.31%
Mar 31, 2026	JPMORGAN CHASE & CO	0.01%	26.72K	366.8K	3.3K	+14.08%
Mar 31, 2026	HB WEALTH MANAGEMENT, LLC	0.01%	24.74K	347.54K	2.43K	+10.91%
Mar 31, 2026	SQUAREPOINT OPS LLC	0.16%	448.71K	6.3M	234.51K	+109.48%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.15%	405.32K	5.69M	140.38K	+52.98%
Mar 31, 2026	BEVERLY HILLS PRIVATE WEALTH, LLC	0.12%	326.83K	4.59M	35.07K	+12.02%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.12%	323.36K	4.54M	323.36K	+100.00%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.12%	322.38K	4.53M	63.71K	+24.63%
Mar 31, 2026	NORTHERN TRUST CORP	0.09%	248.37K	3.49M	11.33K	+4.78%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.09%	242.04K	3.4M	-5.18K	-2.10%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.08%	224.19K	3.15M	-13.06K	-5.51%
Mar 31, 2026	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.06%	161.34K	2.27M	0	0
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.04%	105.14K	1.47M	80.83K	+332.35%
Mar 31, 2026	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.1%	276.99K	3.89M	276.99K	+100.00%
Mar 31, 2026	SCHONFELD STRATEGIC ADVISORS LLC	0.1%	273.38K	3.84M	169.18K	+162.36%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.05%	144.31K	2.03M	51.03K	+54.70%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	77.1K	1.08M	15.4K	+24.96%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.91%	2.55M	35.82M	-107.3K	-4.04%
Mar 31, 2026		0.82%	2.29M	32.14M	2.29M	+100.00%
Dec 31, 2025	CENTERBOOK PARTNERS LP	0.04%	109.95K	1.47M	109.95K	+100.00%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.09%	237.25K	3.17M	-9.3K	-3.77%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.09%	247.22K	3.31M	27.63K	+12.58%
Dec 31, 2025	CRAMER ROSENTHAL MCGLYNN LLC	0.42%	1.17M	15.72M	6.48K	+0.55%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	35.19K	470.83K	-813	-2.26%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.11%	307.47K	4.11M	-247	-0.08%
Dec 31, 2025	NORGES BANK	0.14%	392.26K	5.25M	392.26K	+100.00%
Dec 31, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.17%	470.13K	6.29M	470.13K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.18%	499.89K	6.69M	110.1K	+28.25%
Dec 31, 2025	MORGAN STANLEY	0.25%	710.5K	9.51M	134.68K	+23.39%
Dec 31, 2025	COVESTOR LTD	0.01%	19.13K	256K	-111	-0.58%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.41%	1.14M	15.28M	590	+0.05%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.67%	1.87M	25.01M	352.09K	+23.21%
Dec 31, 2025	STATE STREET CORP	0.71%	1.97M	26.31M	387.99K	+24.59%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.95%	2.66M	35.55M	-497K	-15.76%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.05%	2.93M	39.23M	65.67K	+2.29%
Dec 31, 2025	BLACKROCK, INC.	1.45%	4.03M	53.9M	500.75K	+14.19%
Dec 31, 2025	VANGUARD GROUP INC	1.79%	5M	66.93M	-96K	-1.88%
Dec 31, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.03%	69.67K	932.19K	9.06K	+14.94%
Dec 31, 2025	COLONY GROUP, LLC	0.02%	52.22K	698.64K	3.65K	+7.51%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.02%	44.79K	599.25K	-4.27K	-8.70%
Dec 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.02%	44.31K	592.92K	6.54K	+17.31%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.02%	44.26K	592.25K	13.61K	+44.41%
Dec 31, 2025	HARBOR ADVISORS LLC	0.02%	42.26K	565.44K	0	0
Dec 31, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.01%	38.73K	518.14K	-137	-0.35%
Dec 31, 2025	MEEDER ADVISORY SERVICES, INC.	0.01%	35.66K	477.09K	9.94K	+38.66%
Dec 31, 2025	AVISE FINANCIAL COOPERATIVE, INC.	0.01%	28.28K	378.41K	28.28K	+100.00%
Dec 31, 2025	QUEST PARTNERS LLC	0.01%	29.79K	398.64K	21.39K	+254.31%
Dec 31, 2025	CAPROCK GROUP, LLC	0.01%	31.16K	416.93K	16.1K	+106.83%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	32.64K	436.67K	13.95K	+74.68%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	44.96K	601.56K	20.36K	+82.78%
Dec 31, 2025	FRANK, RIMERMAN ADVISORS LLC	0.02%	47.07K	629.76K	-141	-0.30%
Dec 31, 2025	RHUMBLINE ADVISERS	0.02%	52.53K	702.88K	2.81K	+5.65%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.02%	55.95K	749K	40.1K	+252.95%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.02%	60.23K	805.89K	4.56K	+8.19%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.02%	61K	816.15K	705	+1.17%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	61.7K	825.55K	25.3K	+69.51%
Dec 31, 2025	VISION CAPITAL MANAGEMENT, INC.	0.03%	90.37K	1.21M	-1.98K	-2.14%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.03%	92.55K	1.24M	-16.08K	-14.80%
Dec 31, 2025	SWISS NATIONAL BANK	0.04%	110.7K	1.48M	1.8K	+1.65%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.06%	156.93K	2.1M	-2.04K	-1.28%
Dec 31, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.06%	161.34K	2.16M	0	0
Dec 31, 2025	NUVEEN, LLC	0.06%	163.2K	2.18M	40.04K	+32.51%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.08%	214.2K	2.87M	101.71K	+90.42%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.09%	258.67K	3.46M	4.02K	+1.58%
Dec 31, 2025	CITADEL ADVISORS LLC	0.18%	513.24K	6.87M	-127.43K	-19.89%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.28%	793.82K	10.62M	-40.98K	-4.91%
Dec 31, 2025	INVESCO LTD.	0.04%	116.27K	1.56M	-1.09K	-0.93%
Dec 31, 2025	NORTHERN TRUST CORP	0.09%	237.05K	3.17M	-12.02K	-4.83%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.1%	264.95K	3.54M	71.67K	+37.08%
Dec 31, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.1%	291.77K	3.9M	291.77K	+100.00%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.85%	2.37M	31.74M	1.36M	+135.04%
Dec 31, 2025	LAKEWOOD CAPITAL MANAGEMENT, LP	0.99%	2.75M	36.8M	217K	+8.57%
Dec 31, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.02%	54.9K	734.59K	-5.12K	-8.53%
Dec 31, 2025	OCCUDO QUANTITATIVE STRATEGIES LP	0.03%	84.81K	1.13M	84.81K	+100.00%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	0.03%	94.07K	1.26M	-14.43K	-13.30%
Dec 31, 2025	CREATIVE PLANNING	0.04%	100.97K	1.35M	2.11K	+2.13%
Dec 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.04%	104.2K	1.39M	104.2K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	33.28K	445.35K	-4.13K	-11.05%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.03%	93.28K	1.25M	40.01K	+75.09%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.03%	95.37K	1.28M	-26.8K	-21.94%
Dec 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.08%	214.5K	2.87M	1.02K	+0.48%
Dec 31, 2025	SAGE INVESTMENT COUNSEL LLC	0.04%	116.83K	1.56M	90	+0.08%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.01%	26.84K	359.09K	1.18K	+4.61%
Dec 31, 2025	BARCLAYS PLC	0.01%	26.69K	357.09K	21.82K	+447.90%
Dec 31, 2025	JPMORGAN CHASE & CO	0.01%	23.42K	313.32K	-3.53K	-13.11%
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	22.63K	302.78K	0	0
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.01%	22.3K	298.4K	4.25K	+23.56%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.01%	20.83K	278.76K	1.68K	+8.74%
Dec 31, 2025	US BANCORP \DE\	0.01%	20.4K	272.93K	1.42K	+7.48%
Dec 31, 2025	FARMERS TRUST CO	0.01%	20K	267.6K	0	0
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.01%	19.66K	263K	4.23K	+27.42%
Dec 31, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.03%	95.52K	1.28M	35.17K	+58.28%
Dec 31, 2025	CITIGROUP INC	0.04%	104.56K	1.4M	23.4K	+28.84%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.04%	111.46K	1.49M	-44.51K	-28.54%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.54%	1.52M	19.99M	-23.59K	-1.53%
Sep 30, 2025	STATE STREET CORP	0.57%	1.58M	20.79M	186.04K	+13.37%
Sep 30, 2025	LAKEWOOD CAPITAL MANAGEMENT, LP	0.91%	2.53M	33.38M	420K	+19.87%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.03%	2.87M	37.76M	46.29K	+1.64%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.13%	3.15M	41.55M	160.7K	+5.37%
Sep 30, 2025	BLACKROCK, INC.	1.27%	3.53M	46.48M	-27.95K	-0.79%
Sep 30, 2025	VANGUARD GROUP INC	1.83%	5.1M	67.17M	-79.4K	-1.53%
Sep 30, 2025	GABELLI FUNDS LLC	0.01%	16K	210.8K	0	0
Sep 30, 2025	COMPASS WEALTH MANAGEMENT LLC	0.01%	16.38K	3.4M	16.38K	+100.00%
Sep 30, 2025	ARIZONA STATE RETIREMENT SYSTEM	0.01%	16.61K	218.81K	224	+1.37%
Sep 30, 2025	LONGBOARD ASSET MANAGEMENT, LP	0.01%	17.38K	229.03K	17.38K	+100.00%
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	0.01%	18.05K	237.81K	491	+2.80%
Sep 30, 2025	US BANCORP \DE\	0.01%	18.98K	250.05K	81	+0.43%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.01%	19.16K	252.42K	-1.1K	-5.41%
Sep 30, 2025	COVESTOR LTD	0.01%	19.24K	253K	2.64K	+15.93%
Sep 30, 2025	FARMERS TRUST CO	0.01%	20K	263.5K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.01%	22.62K	297.96K	-15.31K	-40.37%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	22.63K	298.14K	3.02K	+15.38%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	23.14K	304.84K	15.36K	+197.44%
Sep 30, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.01%	23.56K	310K	-913	-3.73%
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	0.01%	23.66K	311.67K	3.1K	+15.06%
Sep 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	24.68K	325.13K	4.74K	+23.74%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.01%	25.65K	337.99K	-139	-0.54%
Sep 30, 2025	MEEDER ADVISORY SERVICES, INC.	0.01%	25.72K	338.8K	1.55K	+6.43%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	26.95K	355.07K	-2.43K	-8.27%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.01%	30.65K	403.82K	327	+1.08%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	36K	474.33K	2.83K	+8.53%
Sep 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.02%	60.02K	790.75K	7.94K	+15.24%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.02%	60.29K	794.36K	-65	-0.11%
Sep 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.02%	60.35K	795.1K	-10.57K	-14.91%
Sep 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.02%	60.61K	798.58K	5.11K	+9.21%
Sep 30, 2025	CITIGROUP INC	0.03%	81.16K	1.07M	7.46K	+10.12%
Sep 30, 2025	VISION CAPITAL MANAGEMENT, INC.	0.03%	92.34K	1.22M	-5.54K	-5.66%
Sep 30, 2025	CREATIVE PLANNING	0.04%	98.87K	1.3M	23.79K	+31.69%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.04%	108.5K	1.43M	22.76K	+26.55%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.04%	112.49K	1.48M	96.88K	+620.84%
Sep 30, 2025	SAGE INVESTMENT COUNSEL LLC	0.04%	116.74K	1.54M	91	+0.08%
Sep 30, 2025	INVESCO LTD.	0.04%	117.36K	1.55M	7.79K	+7.11%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.04%	122.17K	1.61M	90.7K	+288.19%
Sep 30, 2025	NUVEEN, LLC	0.04%	123.16K	1.62M	-31.39K	-20.31%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.06%	155.97K	2.05M	-24.92K	-13.78%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.06%	158.97K	2.09M	-76.44K	-32.47%
Sep 30, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.06%	161.34K	2.13M	28.79K	+21.72%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.07%	193.27K	2.55M	71.43K	+58.63%
Sep 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.08%	213.48K	2.81M	21.56K	+11.23%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.08%	219.6K	2.89M	384	+0.18%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.11%	307.71K	4.05M	-3.51K	-1.13%
Sep 30, 2025	MORGAN STANLEY	0.21%	575.82K	7.59M	124.92K	+27.70%
Sep 30, 2025	CITADEL ADVISORS LLC	0.23%	640.67K	8.44M	-38.01K	-5.60%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.04%	108.63K	1.43M	44.17K	+68.53%
Sep 30, 2025	SWISS NATIONAL BANK	0.04%	108.9K	1.43M	1.6K	+1.49%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.09%	246.55K	3.25M	15.31K	+6.62%
Sep 30, 2025	NORTHERN TRUST CORP	0.09%	249.06K	3.28M	-13.72K	-5.22%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.09%	254.65K	3.36M	189.28K	+289.56%
Sep 30, 2025	UBS GROUP AG	0.14%	389.79K	5.14M	126.78K	+48.20%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	37.42K	520.7K	17.65K	+89.33%
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.01%	37.78K	497.69K	37.78K	+100.00%
Sep 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.01%	38.86K	514.53K	-404	-1.03%
Sep 30, 2025	HARBOR ADVISORS LLC	0.02%	42.26K	556.78K	0	0
Sep 30, 2025	FRANK, RIMERMAN ADVISORS LLC	0.02%	47.21K	621.97K	220	+0.47%
Sep 30, 2025	COLONY GROUP, LLC	0.02%	48.57K	639.88K	-1.64K	-3.27%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.02%	49.06K	646.3K	17.29K	+54.45%
Sep 30, 2025	RHUMBLINE ADVISERS	0.02%	49.73K	655.11K	-44	-0.09%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.3%	834.79K	11M	182.81K	+28.04%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.36%	1.01M	13.3M	-9.76K	-0.96%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.41%	1.14M	15.04M	-12.77K	-1.11%
Sep 30, 2025	CRAMER ROSENTHAL MCGLYNN LLC	0.42%	1.17M	15.39M	-47.82K	-3.93%
Sep 30, 2025	VERITION FUND MANAGEMENT LLC	0.02%	51.86K	683.22K	33.66K	+184.98%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.02%	53.28K	701.91K	-23.83K	-30.90%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.01%	32.01K	421.73K	21.23K	+196.86%
Sep 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	0.01%	32.63K	429.89K	-2.61K	-7.41%
Sep 30, 2025	INSPIRE INVESTING, LLC	0.01%	34.55K	455.21K	4.49K	+14.94%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.02%	55.67K	733.48K	-32.06K	-36.55%
Sep 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.01%	35.6K	469.08K	35.6K	+100.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.03%	77.1K	998.47M	-14.82K	-16.12%
Jun 30, 2025	FARMERS TRUST CO	0.01%	20K	259K	0	0
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.08%	231.24K	2.99M	-9.05K	-3.77%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.08%	219.21K	2.84M	-18.75K	-7.88%
Jun 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.07%	191.92K	2.49M	-16.69K	-8.00%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.04%	121.84K	1.58M	65.02K	+114.42%
Jun 30, 2025	VISION CAPITAL MANAGEMENT, INC.	0.04%	97.88K	1.27M	5.85K	+6.36%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.03%	87.74K	1.14M	48.67K	+124.60%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.02%	65.37K	846.53K	43.71K	+201.74%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.02%	60.36K	781.64K	789	+1.32%
Jun 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.02%	55.5K	718.73K	11.56K	+26.31%
Jun 30, 2025	COLONY GROUP, LLC	0.02%	50.21K	650.25K	496	+1.00%
Jun 30, 2025	RHUMBLINE ADVISERS	0.02%	49.77K	644.5K	-423	-0.84%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.01%	39.95K	517.31K	-24.98K	-38.47%
Jun 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	0.01%	35.24K	456.36K	2.52K	+7.70%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	33.17K	429.59K	-8	-0.02%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.01%	31.76K	411.31K	625	+2.01%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.01%	30.32K	392.69K	-143	-0.47%
Jun 30, 2025	BARCLAYS PLC	0.01%	33.5K	434K	6.13K	+22.40%
Jun 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.03%	70.92K	918.41K	57.17K	+415.63%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	43.85K	567.88K	2.67K	+6.49%
Jun 30, 2025	BLACKROCK, INC.	1.28%	3.56M	46.05M	435.66K	+13.96%
Jun 30, 2025	HB WEALTH MANAGEMENT, LLC	0.01%	17.56K	227.39K	7.54K	+75.32%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	17.12K	221.72K	-472	-2.68%
Jun 30, 2025	COVESTOR LTD	0.01%	16.59K	215K	201	+1.23%
Jun 30, 2025	ARIZONA STATE RETIREMENT SYSTEM	0.01%	16.38K	212.17K	287	+1.78%
Jun 30, 2025	GABELLI FUNDS LLC	0.01%	16K	207.2K	0	0
Jun 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.01%	14.17K	184K	13.71K	+3,000.88%
Jun 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0%	13.31K	172.3K	0	0
Jun 30, 2025	MARINER, LLC	0%	12.76K	165.28K	-4.4K	-25.62%
Jun 30, 2025	HARBOR ADVISORS LLC	0.02%	42.26K	547.27K	0	0
Jun 30, 2025	CRAMER ROSENTHAL MCGLYNN LLC	0.44%	1.22M	15.75M	-172.64K	-12.43%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.37%	1.02M	13.2M	52.35K	+5.42%
Jun 30, 2025	MORGAN STANLEY	0.16%	450.9K	5.84B	142.11K	+46.02%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.03%	85.74K	1.11B	11.32K	+15.21%
Jun 30, 2025	INSPIRE INVESTING, LLC	0.01%	30.06K	389.28K	2.3K	+8.27%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	28.33K	367K	27.15K	+2,290.80%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.01%	26.53K	343K	3.83K	+16.87%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	26.2K	339.3K	-66.45K	-71.72%
Jun 30, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.01%	24.47K	317K	1.35K	+5.85%
Jun 30, 2025	MEEDER ADVISORY SERVICES, INC.	0.01%	24.16K	312.89K	8.87K	+57.99%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.01%	23.05K	298.54M	-62.8K	-73.15%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.01%	22.23K	287.93K	11.23K	+102.00%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.01%	20.25K	262.29K	33	+0.16%
Jun 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	19.94K	258.26K	-2.18K	-9.85%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.01%	18.38K	237.97K	18.38K	+100.00%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	18.2K	235.71M	852	+4.91%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.01%	18.2K	235.65K	-26.55K	-59.33%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.01%	17.87K	231.37K	17.87K	+100.00%
Jun 30, 2025	EQUITEC PROPRIETARY MARKETS, LLC	0.01%	17.68K	228.89K	17.68K	+100.00%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.01%	15.06K	195.08K	15.06K	+100.00%
Jun 30, 2025		0.01%	39.27K	508.49K	714	+1.85%
Jun 30, 2025	VANGUARD GROUP INC	1.86%	5.18M	67.05M	-68.38K	-1.30%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.07%	2.99M	38.76M	-167.5K	-5.30%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.01%	2.82M	36.52M	196.96K	+7.51%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.55%	1.54M	19.95M	46.08K	+3.08%
Jun 30, 2025	STATE STREET CORP	0.5%	1.39M	18.03M	106.55K	+8.29%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.41%	1.15M	14.95M	23.62K	+2.09%
Jun 30, 2025	CITADEL ADVISORS LLC	0.24%	678.68K	8.79B	121.42K	+21.79%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.23%	651.98K	8.44M	-5.08K	-0.77%
Jun 30, 2025	NORGES BANK	0.14%	403.1K	5.22M	403.1K	+100.00%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.02%	52.08K	674.46M	0	0
Jun 30, 2025	LAKEWOOD CAPITAL MANAGEMENT, LP	0.76%	2.11M	27.37M	1.66M	+366.49%
Jun 30, 2025	NORTHERN TRUST CORP	0.09%	262.78K	3.4M	-32.62K	-11.04%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.08%	235.41K	3.05M	30.62K	+14.95%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.06%	180.89K	2.34M	10.53K	+6.18%
Jun 30, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.05%	132.56K	1.72M	-710	-0.53%
Jun 30, 2025	INVESCO LTD.	0.04%	109.57K	1.42M	-6.27K	-5.41%
Jun 30, 2025	SWISS NATIONAL BANK	0.04%	107.3K	1.39M	-1.5K	-1.38%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.11%	311.23K	4.03M	1.85K	+0.60%
Jun 30, 2025	UBS GROUP AG	0.09%	263.01K	3.41M	91.34K	+53.20%
Jun 30, 2025	NUVEEN, LLC	0.06%	154.55K	2M	-34.41K	-18.21%
Jun 30, 2025	SAGE INVESTMENT COUNSEL LLC	0.04%	116.65K	1.51M	2.09K	+1.83%
Jun 30, 2025	CREATIVE PLANNING	0.03%	75.08K	972.23K	40.59K	+117.73%
Jun 30, 2025	CITIGROUP INC	0.03%	73.7K	954.45K	7.85K	+11.91%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.02%	64.46K	834.72K	23.9K	+58.92%
Jun 30, 2025	FRANK, RIMERMAN ADVISORS LLC	0.02%	46.99K	608.5K	26.86K	+133.46%
Jun 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.01%	39.27K	508.49K	714	+1.85%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.01%	37.93K	491.13K	-14.76K	-28.02%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.01%	31.47K	407.56K	4.7K	+17.56%
Mar 31, 2025	ATOM INVESTORS LP	0.08%	224.15K	2.78M	58.37K	+35.21%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.09%	237.96K	2.95M	-5.63K	-2.31%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.09%	240.29K	2.98M	4.63K	+1.96%
Mar 31, 2025	MORGAN STANLEY	0.11%	308.8K	3.83M	-57.75K	-15.76%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.11%	309.38K	3.83M	-10.64K	-3.32%
Mar 31, 2025	FJ CAPITAL MANAGEMENT LLC	0.13%	362.56K	4.49M	22.81K	+6.71%
Mar 31, 2025	LAKEWOOD CAPITAL MANAGEMENT, LP	0.16%	453.04K	5.61M	453.04K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.2%	557.26K	6.9M	137.56K	+32.77%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.24%	657.07K	8.14M	155.97K	+31.13%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.35%	966.76K	11.98M	34.88K	+3.74%
Mar 31, 2025	CRAMER ROSENTHAL MCGLYNN LLC	0.5%	1.39M	17.21M	84K	+6.44%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.06%	170.36K	2.11M	-13.9K	-7.54%
Mar 31, 2025	INVESCO LTD.	0.04%	115.84K	1.44M	-2.82K	-2.38%
Mar 31, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.05%	133.27K	1.65M	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.11%	295.4K	3.66M	10.91K	+3.84%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.41%	1.13M	14.01M	35.09K	+3.20%
Mar 31, 2025	STATE STREET CORP	0.46%	1.29M	15.93M	-231.72K	-15.27%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.54%	1.49M	18.52M	-33.82K	-2.21%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.94%	2.62M	32.49M	63.2K	+2.47%
Mar 31, 2025	BLACKROCK, INC.	1.12%	3.12M	38.66M	-137.31K	-4.22%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.13%	3.16M	39.16M	70.6K	+2.28%
Mar 31, 2025	VANGUARD GROUP INC	1.88%	5.25M	65M	-34.35K	-0.65%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.02%	59.57K	738.06K	-1.73K	-2.82%
Mar 31, 2025		0.04%	114.55K	1.42M	6.69K	+6.21%
Mar 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.02%	63.09K	781.66K	-9.52K	-13.12%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.07%	204.79K	2.54M	26.95K	+15.15%
Mar 31, 2025	CITIGROUP INC	0.02%	65.86K	815.98K	-4.53K	-6.43%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.03%	74.42K	922.03K	9.37K	+14.40%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.03%	85.86K	1.06M	67.54K	+368.65%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.03%	91.92K	1.14M	36K	+64.39%
Mar 31, 2025	VISION CAPITAL MANAGEMENT, INC.	0.03%	92.03K	1.14M	-10.23K	-10.00%
Mar 31, 2025	ENGINEERS GATE MANAGER LP	0.02%	64.93K	804.42K	64.93K	+100.00%
Mar 31, 2025	RHUMBLINE ADVISERS	0.02%	50.19K	621.86K	-454	-0.90%
Mar 31, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.02%	43.94K	544.4K	-11.77K	-21.13%
Mar 31, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.02%	52.08K	645.3K	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.02%	52.69K	652.81K	-11.5K	-17.92%
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.02%	56.83K	704.06K	36.13K	+174.57%
Mar 31, 2025	SWISS NATIONAL BANK	0.04%	108.8K	1.35M	-1.7K	-1.54%
Mar 31, 2025	LPL FINANCIAL LLC	0.02%	41.82K	518.17K	10.75K	+34.61%
Mar 31, 2025	HARBOR ADVISORS LLC	0.02%	42.26K	523.6K	0	0
Mar 31, 2025	VERITION FUND MANAGEMENT LLC	0.02%	44.74K	554.35K	4.64K	+11.57%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.03%	92.65K	1.15M	-24.61K	-20.99%
Mar 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.02%	44.89K	556.21K	-43.62K	-49.28%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.02%	48.92K	606.12K	-47.08K	-49.04%
Mar 31, 2025	COLONY GROUP, LLC	0.02%	49.72K	615.98K	-476	-0.95%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	41.18K	510.21K	12.36K	+42.88%
Mar 31, 2025	UBS GROUP AG	0.06%	171.67K	2.13M	32.79K	+23.61%
Mar 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.07%	208.61K	2.58M	3.22K	+1.57%
Mar 31, 2024	CRAMER ROSENTHAL MCGLYNN LLC	0.55%	1.54M	19.3M	-229.68K	-13.00%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.6%	1.66M	20.83M	3.16K	+0.19%
Mar 31, 2024	BLACKROCK INC.	1.12%	3.1M	38.92M	-48.07K	-1.53%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	1.23%	3.41M	42.8M	-165.3K	-4.63%
Mar 31, 2024	VANGUARD GROUP INC	1.88%	5.22M	65.51M	23.67K	+0.46%
Mar 31, 2024	INVESCO LTD.	0.04%	115.07K	1.45M	11.62K	+11.24%
Mar 31, 2024	VISION CAPITAL MANAGEMENT, INC.	0.04%	117.95K	1.48M	333	+0.28%
Mar 31, 2024	CREDIT SUISSE AG/	0.04%	120.58K	1.51M	-5K	-3.98%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.85%	2.35M	29.57M	138.02K	+6.23%
Mar 31, 2024	CREATIVE PLANNING	0.01%	32.31K	405.83K	4.24K	+15.11%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0.01%	33.62K	415.88M	-58	-0.17%
Mar 31, 2024	UBS GROUP AG	0.01%	37.13K	466.34K	35.83K	+2,756.08%
Mar 31, 2024	HARBOR ADVISORS LLC	0.02%	42.26K	530.79K	0	0
Mar 31, 2024	ALASKA PERMANENT FUND CORP	0.02%	48.24K	605.92K	-130.5K	-73.01%
Mar 31, 2024	BUCKINGHAM STRATEGIC WEALTH, LLC	0.02%	50.09K	629.14K	0	0
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.02%	52.67K	661.59K	0	0
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.02%	54.07K	679.11K	15.4K	+39.83%
Mar 31, 2024	RHUMBLINE ADVISERS	0.02%	55.11K	692.11K	-13.35K	-19.50%
Mar 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.02%	55.55K	697.76K	-2.53K	-4.36%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	57.55K	722.78K	5.01K	+9.54%
Mar 31, 2024	DARK FOREST CAPITAL MANAGEMENT LP	0.02%	60.42K	758.91K	29.57K	+95.83%
Mar 31, 2024	FJ CAPITAL MANAGEMENT LLC	0.02%	63.49K	797.47K	63.49K	+100.00%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.02%	65.99K	828.89K	29.11K	+78.94%
Mar 31, 2024	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.03%	72.4K	909.32K	69	+0.10%
Mar 31, 2024	ATOM INVESTORS LP	0.03%	77.26K	970.34K	77.26K	+100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.03%	77.44K	972K	2.33K	+3.10%
Mar 31, 2024	INSPIRE ADVISORS, LLC	0.03%	83.86K	1.05M	11.66K	+16.14%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.03%	87.48K	1.1M	-7.1K	-7.50%
Mar 31, 2024	CITIGROUP INC	0.03%	88.93K	1.12M	32.03K	+56.30%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.03%	93.69K	1.18M	-1.89K	-1.98%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.04%	102.44K	1.29M	78.55K	+328.76%
Mar 31, 2024	SWISS NATIONAL BANK	0.04%	110.5K	1.39M	0	0
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.05%	124.95K	1.57M	19.08K	+18.03%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.05%	137.67K	1.73M	-7.4K	-5.10%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.05%	141.97K	1.79M	5.96K	+4.38%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.07%	184.08K	2.31M	-1.02K	-0.55%
Mar 31, 2024	MORGAN STANLEY	0.16%	435.67K	5.47M	33.76K	+8.40%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.16%	436.58K	5.48M	8.98K	+2.10%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.19%	519.62K	6.53M	21.42K	+4.30%
Mar 31, 2024	CITADEL ADVISORS LLC	0.23%	652.98K	8.2M	-48.04K	-6.85%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.38%	1.04M	13.12M	23.9K	+2.34%
Mar 31, 2024	STATE STREET CORP	0.51%	1.42M	17.78M	-67.15K	-4.53%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0.01%	22.73K	285.53K	2.99K	+15.12%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.01%	23.24K	291.83K	6.79K	+41.32%
Mar 31, 2024	LPL FINANCIAL LLC	0.01%	23.64K	296.95K	-603	-2.49%
Mar 31, 2024	JPMORGAN CHASE & CO	0.01%	26.6K	334.07K	-89	-0.33%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.01%	27.71K	348.07K	-928	-3.24%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.01%	27.87K	350.07K	27.87K	+100.00%
Mar 31, 2024	INSPIRE INVESTING, LLC	0.01%	28.46K	357.47K	2.3K	+8.81%
Mar 31, 2024	INCEPTIONR LLC	0.01%	28.91K	363.14K	28.91K	+100.00%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	31.44K	395K	0	0
Mar 31, 2024	BARCLAYS PLC	0.02%	61.32K	770K	-9.42K	-13.32%
Mar 31, 2024	CLEARSTEAD ADVISORS, LLC	0.1%	274.63K	3.57M	14.36K	+5.52%
Mar 31, 2024	NORTHERN TRUST CORP	0.1%	275.87K	3.46M	-110.68K	-28.63%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.1%	287.52K	3.61M	105.51K	+57.97%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.34%	933.46K	11.72M	-14.19K	-1.50%
Mar 31, 2024	ILLINOIS MUNICIPAL RETIREMENT FUND	0.01%	34.12K	429K	0	0
Mar 31, 2024	RAFFERTY ASSET MANAGEMENT, LLC	0.03%	78.32K	983.66K	-12.4K	-13.67%
Mar 31, 2024	ARDEN TRUST CO	0.03%	91.35K	1.15M	7.17K	+8.52%
Dec 31, 2023	INVESCO LTD.	0.04%	103.45K	1.52M	-4.42K	-4.09%
Dec 31, 2023	VISION CAPITAL MANAGEMENT, INC.	0.04%	117.61K	1.73M	-1.59K	-1.34%
Dec 31, 2023	CREDIT SUISSE AG/	0.05%	125.58K	1.84M	2.98K	+2.43%
Dec 31, 2023	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.05%	136.01K	2M	-4.8K	-3.41%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.05%	145.07K	2.13M	49.16K	+51.26%
Dec 31, 2023	ALASKA PERMANENT FUND CORP	0.06%	178.75K	2.63M	-92.95K	-34.21%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.07%	182.02K	2.67M	33.35K	+22.43%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.07%	185.1K	2.72M	1.75K	+0.95%
Dec 31, 2023	NORGES BANK	0.07%	192.26K	2.82M	192.26K	+100.00%
Dec 31, 2023	CLEARSTEAD ADVISORS, LLC	0.09%	260.27K	3.82M	85	+0.03%
Dec 31, 2023	NORTHERN TRUST CORP	0.14%	386.55K	5.68M	35.68K	+10.17%
Dec 31, 2023	MORGAN STANLEY	0.14%	401.91K	5.9M	-114.27K	-22.14%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.15%	427.6K	6.28M	18.38K	+4.49%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.18%	498.2K	7.32M	64.45K	+14.86%
Dec 31, 2023	CITADEL ADVISORS LLC	0.25%	701.02K	10.3M	103.23K	+17.27%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.34%	947.65K	13.92M	-27.38K	-2.81%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.37%	1.02M	14.99M	28.86K	+2.91%
Dec 31, 2023	STATE STREET CORP	0.53%	1.48M	21.78M	605.09K	+68.93%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.6%	1.66M	24.32M	400.6K	+31.92%
Dec 31, 2023	CRAMER ROSENTHAL MCGLYNN LLC	0.64%	1.77M	25.95M	272.43K	+18.24%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.8%	2.22M	32.56M	152.82K	+7.41%
Dec 31, 2023	BLACKROCK INC.	1.13%	3.15M	46.23M	-85.19K	-2.64%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	1.29%	3.57M	52.48M	-224.7K	-5.92%
Dec 31, 2023	VANGUARD GROUP INC	1.87%	5.19M	76.27M	-78.6K	-1.49%
Dec 31, 2023	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.01%	30.6K	449.51K	30.6K	+100.00%
Dec 31, 2023	DARK FOREST CAPITAL MANAGEMENT LP	0.01%	30.86K	453.26K	-18.8K	-37.86%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	31.44K	462K	-412	-1.29%
Dec 31, 2023		0.01%	33.68K	494.73K	3.76K	+12.58%
Dec 31, 2023	ILLINOIS MUNICIPAL RETIREMENT FUND	0.01%	34.12K	501K	0	0
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	35.69K	524.32K	72	+0.20%
Dec 31, 2023	PANAGORA ASSET MANAGEMENT INC	0.01%	36.88K	541.77K	0	0
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.01%	38.67K	568.03K	-20.05K	-34.15%
Dec 31, 2023	HARBOR ADVISORS LLC	0.02%	42.26K	620.8K	0	0
Dec 31, 2023	SQUAREPOINT OPS LLC	0.02%	48.02K	705.43K	35.8K	+292.97%
Dec 31, 2023	BUCKINGHAM STRATEGIC WEALTH, LLC	0.02%	50.09K	735.84K	0	0
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.02%	52.67K	773.78K	-304	-0.57%
Dec 31, 2023	CITIGROUP INC	0.02%	56.89K	835.77K	49.43K	+662.65%
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.02%	58.08K	853.25K	-2.83K	-4.64%
Dec 31, 2023	RHUMBLINE ADVISERS	0.02%	68.45K	1.01M	-3.11K	-4.35%
Dec 31, 2023	BARCLAYS PLC	0.03%	70.74K	1.04M	57.83K	+447.81%
Dec 31, 2023	INSPIRE ADVISORS, LLC	0.03%	72.21K	1.06M	6.78K	+10.36%
Dec 31, 2023	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.03%	72.33K	1M	5.16K	+7.68%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.03%	75.11K	1.1M	-7.4K	-8.97%
Dec 31, 2023	PEAK6 INVESTMENTS LLC	0.03%	78.8K	1.16M	76.1K	+2,818.52%
Dec 31, 2023	ARDEN TRUST CO	0.03%	84.17K	1.24M	33.9K	+67.42%
Dec 31, 2023	RAFFERTY ASSET MANAGEMENT, LLC	0.03%	90.72K	1.33M	90.72K	+100.00%
Dec 31, 2023	SWISS NATIONAL BANK	0.04%	110.5K	1.62M	-12.7K	-10.31%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.03%	94.57K	1.39M	-16	-0.02%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.03%	95.59K	1.4M	-74.3K	-43.74%

Insiders

Insiders	Designation	Shares Held
STEFANSKI MARC A	Chairman, President and CEO	72K
STEFANSKI III BEN S		64.14K
ZBANEK CATHY W	Chief Synergy Officer	61.1K
HUML PAUL J	Chief Financial Officer	59.54K
FIALA ROBERT A	director	55.7K
WEIR DANIEL F	director	49.94K
ASHER ANTHONY J	director	49.31K
MULLIGAN WILLIAM C	director	48.7K
STEFANSKI BRADLEY T	Chief Strategy Officer	47.96K
WEIL MEREDITH S	Chief Financial Officer	38.48K
STEFANSKI GAVIN B	Chief Experience Officer	25.77K
RUBINO ANDREW J	Chief Operating Officer	21.31K
COHEN MARTIN J		19.2K
HEISLER ROBERT B JR	director	18.5K
WILLIAMS ASHLEY H	director	16.51K
HUFFMAN DAVID S	Chief Financial Officer	12.09K
HOLMES RUSSELL C.	Chief Retail Officer	9.48K
ANDERSON BARBARA J.	director	6.2K
MULHERN TIMOTHY W	Chief Financial Officer	0
PAULETT TERENCE C	Chief Risk Off of Subsidiary	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 11, 2026	WEIL MEREDITH S	SALE	16.80	4.32K	72.51K	38.48K
Jun 02, 2026	WEIL MEREDITH S	SALE	15.91	4.11K	65.31K	38.48K
May 29, 2026	WEIR DANIEL F	PURCHASE	15.85	7K	110.95K	49.94K
May 26, 2026	RUBINO ANDREW J	SALE	16.09	594	9.56K	21.31K
May 18, 2026	ZBANEK CATHY W	SALE	15.26	10K	152.6K	61.1K
May 12, 2026	WEIR DANIEL F	PURCHASE	14.91	21K	313.11K	51.04K
May 11, 2026	WEIL MEREDITH S	SALE	14.91	13.76K	205.1K	38.48K
May 06, 2026	RUBINO ANDREW J	SALE	15.18	6.6K	100.19K	21.31K
Mar 12, 2026	ASHER ANTHONY J	PURCHASE	13.37	5K	66.85K	49.31K
Feb 20, 2026	STEFANSKI GAVIN B	SALE	14.97	7K	104.79K	25.77K
Feb 17, 2026	STEFANSKI MARC A	SALE	15.12	36.84K	557.08K	72K
Feb 13, 2026	STEFANSKI MARC A	SALE	15.00	1K	15K	108.84K
Feb 12, 2026	STEFANSKI MARC A	SALE	15.03	7.15K	107.45K	109.85K
Feb 11, 2026	WEIL MEREDITH S	SALE	14.95	2.09K	31.23K	52.24K
Feb 11, 2026	STEFANSKI MARC A	SALE	15.00	7	105	109.84K
Feb 03, 2026	ANDERSON BARBARA J.	SALE	14.21	11K	156.31K	6.2K
Dec 15, 2025	ASHER ANTHONY J	PURCHASE	13.89	1.44K	19.99K	39.11K
Dec 12, 2025	WILLIAMS ASHLEY H	SALE	13.66	7.6K	103.82K	16.51K
Dec 03, 2025	ZBANEK CATHY W	SALE	14.13	20K	282.6K	53.2K
Nov 24, 2025	RUBINO ANDREW J	SALE	14.23	5K	71.15K	19.13K
Nov 12, 2025	WEIL MEREDITH S	SALE	13.85	15K	207.75K	48.53K
Sep 11, 2025	WEIR DANIEL F	SALE	13.37	3.9K	52.14K	14.94K
Sep 02, 2025	WEIL MEREDITH S	SALE	13.70	15K	205.5K	63.53K
Aug 29, 2025	STEFANSKI MARC A	SALE	14.17	7.2K	102.02K	0
Aug 21, 2025	ASHER ANTHONY J	PURCHASE	13.26	37.68K	499.57K	37.68K
Aug 15, 2025	ANDERSON BARBARA J.	SALE	13.05	12K	156.6K	2.1K
May 13, 2025	STEFANSKI GAVIN B	SALE	13.47	3.51K	47.21K	32.77K
May 08, 2025	ASHER ANTHONY J	SALE	13.40	59.51K	797.39K	100
May 07, 2025	ZBANEK CATHY W	SALE	13.46	15K	201.9K	73.2K
May 06, 2025	WEIL MEREDITH S	SALE	13.48	15K	202.2K	78.53K
May 05, 2025	RUBINO ANDREW J	SALE	13.61	6K	81.66K	24.13K
Mar 11, 2025	ASHER ANTHONY J	SALE	12.15	13.5K	164.03K	59.61K
Mar 03, 2025	STEFANSKI MARC A	SALE	13.27	17.56K	232.95K	84.23K
Feb 28, 2025	STEFANSKI MARC A	SALE	13.12	35K	459.2K	101.78K
Feb 27, 2025	STEFANSKI MARC A	SALE	13.00	35K	455K	136.78K
Feb 26, 2025	WEIR DANIEL F	SALE	13.11	10K	131.1K	18.84K
Feb 26, 2025	STEFANSKI MARC A	SALE	13.13	22K	288.86K	171.78K
Feb 25, 2025	STEFANSKI MARC A	SALE	13.28	19.45K	258.23K	193.78K
Feb 24, 2025	STEFANSKI MARC A	SALE	13.22	21K	277.62K	213.23K
Feb 18, 2025	WEIL MEREDITH S	SALE	13.59	12K	163.08K	93.53K
Feb 07, 2025	STEFANSKI GAVIN B	SALE	13.72	7K	96.04K	36.27K
Feb 06, 2025	ZBANEK CATHY W	SALE	13.72	20K	274.4K	88.2K
Nov 15, 2024	ANDERSON BARBARA J.	SALE	14.30	1.5K	21.45K	200
Sep 24, 2024	WEIR DANIEL F	PURCHASE	13.17	313	4.12K	14.94K
Sep 10, 2024	WILLIAMS ASHLEY H	SALE	12.82	20K	256.4K	37.15K
Sep 10, 2024	STEFANSKI MARC A	SALE	12.82	20K	256.4K	37.15K
Aug 20, 2024	WEIL MEREDITH S	SALE	13.09	6.5K	85.09K	91.22K
Aug 02, 2024	STEFANSKI MARC A	SALE	12.82	16K	205.12K	227.08K
Jun 25, 2024	WEIR DANIEL F	PURCHASE	12.49	323	4.03K	14.63K
Jun 13, 2024	WEIL MEREDITH S	SALE	12.37	4.62K	57.1K	97.72K
Jun 12, 2024	WEIL MEREDITH S	SALE	12.57	4.09K	51.37K	102.33K
May 13, 2024	ZBANEK CATHY W	SALE	13.04	10K	130.4K	94.42K
May 06, 2024	STEFANSKI BRADLEY T	SALE	13.22	3.75K	49.58K	47.96K
May 03, 2024	ANDERSON BARBARA J.	SALE	13.14	13.4K	176.08K	1.7K
Mar 08, 2024	STEFANSKI BRADLEY T	SALE	12.76	6.27K	79.99K	51.71K
Feb 29, 2024	STEFANSKI GAVIN B	SALE	12.74	3.45K	43.93K	43.27K
Feb 13, 2024	WEIR DANIEL F	SALE	12.90	10.5K	135.47K	14.31K
Jan 11, 2024	WEIR DANIEL F	SALE	13.82	15K	207.36K	24.81K
Jan 09, 2024	WEIR DANIEL F	SALE	14.12	15K	211.77K	39.81K
Jan 03, 2024	WEIR DANIEL F	SALE	14.28	15K	214.17K	54.81K
Dec 27, 2023	WEIR DANIEL F	SALE	15.21	15K	228.17K	69.81K
Dec 22, 2023	WEIR DANIEL F	SALE	14.94	10K	149.37K	84.81K
Dec 21, 2023	WEIR DANIEL F	SALE	14.76	10K	147.59K	94.81K
Dec 19, 2023	WEIR DANIEL F	SALE	14.90	20K	298.09K	104.81K
Dec 08, 2023	WEIL MEREDITH S	SALE	13.42	7.4K	99.31K	106.42K
Dec 08, 2023	HOLMES RUSSELL C.	SALE	13.45	8.36K	112.42K	9.48K
Dec 04, 2023	WEIL MEREDITH S	SALE	13.28	15.88K	210.93K	0
Nov 29, 2023	WILLIAMS ASHLEY H	SALE	13.56	9K	122.04K	33.96K
Aug 31, 2023	STEFANSKI GAVIN B	SALE	13.59	5K	67.97K	39.76K
Aug 24, 2023	STEFANSKI GAVIN B	SALE	13.73	5K	68.67K	39.76K
Aug 21, 2023	STEFANSKI MARC A	SALE	13.82	17.96K	248.18K	246.43K
Aug 14, 2023	STEFANSKI MARC A	SALE	14.92	300	4.48K	246.43K
Aug 11, 2023	STEFANSKI MARC A	SALE	14.96	11.81K	176.72K	246.43K
May 02, 2023	WEIR DANIEL F	PURCHASE	11.83	1.5K	17.75K	19.73K
Dec 13, 2022	ANDERSON BARBARA J.	SALE	14.09	10K	140.9K	0
Dec 08, 2022	WEIL MEREDITH S	SALE	13.94	7.21K	100.49K	85.4K
Nov 28, 2022	ASHER ANTHONY J	PURCHASE	13.51	3K	40.53K	61.21K
Sep 14, 2022	MULHERN TIMOTHY W	SALE	13.73	3.48K	47.81K	0
Aug 22, 2022	COHEN MARTIN J	SALE	14.92	6.3K	94K	19.2K
May 06, 2022	COHEN MARTIN J	PURCHASE	14.01	5K	70.05K	84.29K
Mar 01, 2022	STEFANSKI III BEN S	SALE	17.13	599	10.26K	64.14K
Dec 14, 2021	WILLIAMS ASHLEY H	SALE	18.08	2.8K	50.62K	20.4K
Sep 13, 2021	STEFANSKI MARC A	SALE	19.06	4.69K	89.33K	186.8K
Sep 10, 2021	STEFANSKI MARC A	SALE	18.58	119.47K	2.22M	186.8K
Aug 12, 2021	HUML PAUL J	SALE	20.01	11.29K	225.87K	59.54K
Aug 06, 2021	ASHER ANTHONY J	PURCHASE	19.67	1.27K	24.98K	55.01K
Jun 15, 2021	MULLIGAN WILLIAM C	SALE	21.06	2K	42.12K	48.7K
Mar 12, 2021	FIALA ROBERT A	SALE	21.33	15K	319.95K	55.7K
Mar 05, 2021	MULLIGAN WILLIAM C	SALE	20.93	7.17K	150.11K	50.7K
Mar 04, 2021	MULLIGAN WILLIAM C	SALE	20.71	11.97K	247.94K	57.87K
Mar 04, 2021	HUML PAUL J	SALE	20.76	2.14K	44.43K	54.68K
Mar 03, 2021	MULLIGAN WILLIAM C	SALE	20.93	856	17.92K	69.84K
Feb 17, 2021	STEFANSKI MARC A	SALE	18.50	8.8K	162.8K	9K
Dec 14, 2020	WILLIAMS ASHLEY H	SALE	17.82	12.8K	228.1K	10K
Nov 03, 2020	STEFANSKI MARC A	SALE	15.16	56.25K	852.69K	121.65K
May 13, 2020	COHEN MARTIN J	PURCHASE	14.08	10K	140.8K	77.8K
Feb 10, 2020	HUML PAUL J	SALE	21.84	3.82K	83.41K	48.81K
Dec 10, 2019	HUML PAUL J	SALE	19.68	3.44K	67.62K	48.81K
Nov 27, 2019	MULLIGAN WILLIAM C	SALE	20.30	10K	203K	64.4K
Nov 27, 2019	COHEN MARTIN J	SALE	20.15	8.98K	180.99K	83.8K
Nov 20, 2019	COHEN MARTIN J	SALE	20.06	1.02K	20.42K	92.78K
Aug 19, 2019	STEFANSKI MARC A	SALE	18.00	13.22K	238K	129.4K
Aug 22, 2018	STEFANSKI MARC A	SALE	15.44	2.57K	39.68K	0
Aug 14, 2018	ASHER ANTHONY J	PURCHASE	15.32	1.31K	20.07K	41.59K
Jun 14, 2018	STEFANSKI MARC A	SALE	15.78	12.96K	204.51K	147.31K
May 17, 2018	STEFANSKI MARC A	SALE	15.16	6.63K	100.51K	2.57K
Mar 05, 2018	WEIL MEREDITH S	PURCHASE	14.99	5.33K	79.9K	30.95K
Feb 14, 2018	STEFANSKI III BEN S	SALE	15.10	26.6K	401.66K	48.7K
Nov 02, 2017	ASHER ANTHONY J	SALE	15.33	4.17K	63.85K	0
Aug 15, 2017	WEIL MEREDITH S	PURCHASE	15.40	5.02K	77.32K	27.93K
May 16, 2017	ASHER ANTHONY J	SALE	16.42	22K	361.24K	37.98K
Dec 14, 2016	STEFANSKI MARC A	SALE	19.31	7.6K	146.76K	9.2K
Dec 13, 2016	MULLIGAN WILLIAM C	SALE	19.45	20K	389K	68.5K
Dec 12, 2016	COHEN MARTIN J	SALE	19.85	1.7K	33.75K	87.9K
Dec 12, 2016	HUML PAUL J	SALE	19.65	1.33K	26.06K	24.39K
Nov 22, 2016	HUFFMAN DAVID S	SALE	18.69	2.29K	42.8K	12.09K
Nov 11, 2016	FIALA ROBERT A	SALE	18.30	20K	366K	56.3K
Sep 02, 2016	ASHER ANTHONY J	SALE	18.11	200	3.62K	4.17K
Aug 08, 2016	HUFFMAN DAVID S	SALE	18.43	1.4K	25.78K	12.09K
Aug 04, 2016	STEFANSKI MARC A	SALE	18.08	55.68K	1.01M	0
May 28, 2016	HUML PAUL J	SALE	18.37	2.74K	50.32K	24.39K
May 25, 2016	HUML PAUL J	SALE	18.40	6.12K	112.59K	24.39K
May 19, 2016	HUFFMAN DAVID S	SALE	18.00	13.5K	243.02K	9.35K
May 17, 2016	STEFANSKI MARC A	SALE	17.86	55.96K	999.39K	0
Mar 14, 2016	HUFFMAN DAVID S	SALE	17.05	9.08K	154.81K	9.35K
Feb 12, 2016	STEFANSKI MARC A	SALE	16.34	38.49K	628.91K	0
Dec 15, 2015	STEFANSKI MARC A	SALE	19.02	15.44K	293.69K	0
Dec 10, 2015	STEFANSKI MARC A	SALE	18.51	5.48K	101.38K	0
Dec 03, 2015	STEFANSKI MARC A	SALE	18.95	6.88K	130.45K	0
Dec 01, 2015	STEFANSKI MARC A	SALE	18.87	47.47K	895.74K	0
Nov 09, 2015	HUFFMAN DAVID S	SALE	18.32	3.68K	67.44K	6.96K
Nov 06, 2015	ASHER ANTHONY J	SALE	18.21	10K	182.1K	54.98K
Nov 05, 2015	STEFANSKI MARC A	SALE	18.03	128.06K	2.31M	0
Sep 15, 2015	HUML PAUL J	SALE	17.10	3.97K	67.87K	23.83K
Sep 03, 2015	STEFANSKI MARC A	SALE	16.71	38.82K	648.67K	0
Aug 20, 2015	HUFFMAN DAVID S	SALE	17.14	26.73K	458.12K	6.96K
Aug 18, 2015	HEISLER ROBERT B JR	SALE	17.63	5K	88.15K	18.5K
May 28, 2015	STEFANSKI III BEN S	SALE	14.85	10K	148.5K	68K
May 06, 2015	STEFANSKI MARC A	SALE	14.51	42.18K	611.99K	0
Nov 05, 2014	PAULETT TERENCE C	SALE	14.88	5.75K	85.6K	0
Aug 20, 2014	STEFANSKI MARC A	SALE	13.58	25K	339.5K	8.88K
Jun 03, 2014	HEISLER ROBERT B JR	SALE	13.35	7K	93.45K	10K
Jun 02, 2014	PAULETT TERENCE C	SALE	13.37	2.84K	37.92K	0
Jun 02, 2014	STEFANSKI III BEN S	SALE	13.40	4K	53.6K	64.5K
May 01, 2014	STEFANSKI MARC A	SALE	13.34	40K	533.6K	33.88K
Mar 03, 2014	STEFANSKI MARC A	SALE	11.73	10K	117.3K	73.88K
Feb 03, 2014	STEFANSKI MARC A	SALE	11.47	10K	114.7K	83.88K
Jan 02, 2014	STEFANSKI MARC A	SALE	12.00	10K	120K	55.6K
Dec 02, 2013	STEFANSKI MARC A	SALE	11.63	10K	116.3K	65.6K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE33K3

SALES104.46K13

NET SHARES-71.46K10

SHARES HELD854.19K16

% NET SHARES-108.37%-37.5%

TFSL Stock Ownership Breakdown

TFS Financial

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions