How many institutions own UHAL 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 UHAL shares is 303, representing 42.94% of the company's common stock.

Who are the major shareholders selling U-Haul Holding Company stock?

CITIGROUP INC, in the last quarter, reduced its stake in UHAL by -0.51% restricting it's holding to 31.95 thousand shares of worth nearly $1.82M. NORTHERN TRUST CORP also lessened -4.39% of the UHAL shares from its portfolio, reducing its holding to 33.43 thousand shares of worth $1.91M. JACOBS LEVY EQUITY MANAGEMENT, INC also shunned UHAL shares holding by -29.93% last quarter which brought its holding to 35.89 thousand shares worth $2.05M.

Investors who are buying UHAL stock?

As per its latest 13F filing, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP increased its stake in UHAL by 88.73% in the last quarter. The institutional holder raised its holding to 29.58 thousand shares having worth more than $1.69M. UBS GROUP AG also added 22.18% more shares of UHAL to its portfolio, raising its holding to 33.08 thousand shares of worth $1.89M. DIMENSION CAPITAL MANAGEMENT LLC also increased its UHAL shares holding by 100% which brought its holding to 35.02 thousand shares worth $2.00M.

UHAL's major insiders: who are they?

The insider with the most stakes in UHAL is SHOEN MARK V , 10 percent owner at the company. Additionally, UHAL stock is highly held by 10 percent owner Willow Grove Holdings LP and President SHOEN EDWARD J among others.

Did an insider recently sell UHAL stock?

Company executives, directors, and other insiders own 60.41% percent of U-Haul Holding Company's stock. Within the last six months, there have been 0 transaction(s) in which UHAL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include SHOEN MARK V, BROGAN JOHN P., and SHOEN EDWARD J.

Which insider recently purchased UHAL stock?

There have been 3 transaction(s) during the past 6-months in which U-Haul Holding Company insiders have bought stock, totalling 688545 shares

How much of UHAL does insiders own?

Around 24.45M U-Haul Holding Company shares are held by insiders, which represents about 60.41% of UHAL stock.

Who is the insider with the largest stake?

UHAL 10 percent owner, SHOEN MARK V holds the largest portfolio of the company's shares. UHAL shares owned by SHOEN total nearly 8.15 million.

Which institution holds the most shares in UHAL?

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP is the largest institutional owner in UHAL which holds 29.58 thousand shares worth $1.69M or 0.02% of the total UHAL shares outstanding followed by CITIGROUP INC with ownership of 31.95 thousand shares representing 0.02% of the UHAL ownership. UBS GROUP AG is the third largest stakeholder with 33.08 thousand shares or 0.02% of the ownership worth more than $1.89M.

Is U-Haul Holding Company stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the UHAL is concerned, it is a stock which is optionable.

Is there a short position on UHAL's shares?

Number of UHAL shares short is 884.94K. 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 UHAL shares are there?

As of today, 18.87M shares of UHAL are outstanding.

Is there many float in UHAL 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, UHAL has 107.72M shares in float.

UHAL 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 UHAL is 7.35.

U-Haul (UHAL) insider trading activity: Get Latest News Today

Stock Outstanding Shares

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

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.47

Short Percent Of Float10.65

Shares Outstanding18.87M

Shares Float107.72M

Shares Short884.94K

Short Ratio7.35

10.65%

Short % of Float

0.47%

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

60.41% Percentage of Shares held by All Insiders

42.94% Percentage of Shares held by All Institutions

108.47% Percentage of Float held by Institutions

303

Number of Institutions Holding Shares

Institutional Ownership

About 42.94% of UHAL shares are held by financial institutions. ARROWSTREET CAPITAL, LIMITED PARTNERSHIP is the top corporate investor, holding 29.58K shares valued at $1.69M. A 0.02% stake in U-Haul Holding Company is owned by the company. CITIGROUP INC owns 31.95K shares valued at $1.82M, which translates its holding of 0.02% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.02%	29.58K	1.69M	13.91K	+88.73%
Sep 30, 2025	CITIGROUP INC	0.02%	31.95K	1.82M	-165	-0.51%
Sep 30, 2025	UBS GROUP AG	0.02%	33.08K	1.89M	6.01K	+22.18%
Sep 30, 2025	NORTHERN TRUST CORP	0.02%	33.43K	1.91M	-1.54K	-4.39%
Sep 30, 2025	GABELLI FUNDS LLC	0.02%	34.17K	1.95M	0	0
Sep 30, 2025	DIMENSION CAPITAL MANAGEMENT LLC	0.02%	35.02K	2M	35.02K	+100.00%
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.02%	35.89K	2.05M	-15.33K	-29.93%
Sep 30, 2025	ABRAMS CAPITAL MANAGEMENT, L.P.	0.02%	36.4K	2.08M	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.02%	36.69K	2.1M	1.12K	+3.15%
Sep 30, 2025	JANE STREET GROUP, LLC	0.02%	42.6K	2.43M	23.2K	+119.59%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	43.2K	2.47M	43.2K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.02%	45.21K	2.58M	18.73K	+70.71%
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.02%	46.22K	2.64M	18.12K	+64.50%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.02%	46.82K	2.67M	-11.17K	-19.27%
Sep 30, 2025	BRUCE & CO., INC.	0.04%	73.9K	4.22M	0	0
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.04%	81.63K	4.66M	-21.88K	-21.14%
Sep 30, 2025	HRT FINANCIAL LP	0.05%	91.07K	5.2M	27.84K	+44.03%
Sep 30, 2025	TUDOR INVESTMENT CORP ET AL	0.05%	95.39K	5.44M	59.7K	+167.25%
Sep 30, 2025	CITADEL ADVISORS LLC	0.05%	101.81K	5.81M	18.78K	+22.62%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.05%	103.15K	5.89M	24.63K	+31.37%
Sep 30, 2025	STATE STREET CORP	0.05%	105.84K	6.04M	9.74K	+10.13%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.06%	113.08K	6.45M	51.75K	+84.38%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	120.77K	6.89M	-7.61K	-5.93%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.07%	134.86K	7.7M	-16.17K	-10.71%
Sep 30, 2025	PARKWOOD LLC	0.07%	135.87K	7.75M	14.96K	+12.38%
Sep 30, 2025	MORGAN STANLEY	0.08%	148.86K	8.5M	46.85K	+45.92%
Sep 30, 2025	OLD WEST INVESTMENT MANAGEMENT, LLC	0.08%	152.79K	8.72M	9.8K	+6.86%
Sep 30, 2025	ARROWMARK COLORADO HOLDINGS LLC	0.08%	157.8K	9.01M	82K	+108.18%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.09%	174.12K	9.94M	68.15K	+64.31%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.09%	182.76K	5.47M	175.61K	+2,458.55%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.1%	189.7K	10.83M	65.4K	+52.61%
Sep 30, 2025	ESTUARY CAPITAL MANAGEMENT LP	0.11%	214.2K	12.22M	214.2K	+100.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.11%	222.65K	12.71M	-126.56K	-36.24%
Sep 30, 2025	YACKTMAN ASSET MANAGEMENT LP	0.17%	330.77K	18.88M	-1.98K	-0.60%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.19%	381.11K	21.75M	67.92K	+21.69%
Sep 30, 2025	BLACKROCK, INC.	0.23%	447.09K	25.52M	-26.97K	-5.69%
Sep 30, 2025	SCHARF INVESTMENTS, LLC	0.28%	548.12K	31.28M	-901.18K	-62.18%
Sep 30, 2025	SOUTHPOINT CAPITAL ADVISORS LP	0.31%	600K	34.24M	-50K	-7.69%
Sep 30, 2025	VANGUARD GROUP INC	0.43%	850.59K	48.54M	-11.66K	-1.35%
Sep 30, 2025	NET WORTH ADVISORY GROUP	0%	5.1K	291.13K	5.1K	+100.00%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0%	5.2K	296.76K	0	0
Sep 30, 2025	INTELLECTUS PARTNERS, LLC	0%	5.34K	304.75K	0	0
Sep 30, 2025	INGALLS & SNYDER LLC	0%	5.41K	309K	-168	-3.01%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0%	5.79K	330.21K	-1.19K	-17.00%
Sep 30, 2025	REDMONT WEALTH ADVISORS LLC	0%	5.85K	334.09K	5.85K	+100.00%
Sep 30, 2025	OPPENHEIMER & CLOSE, LLC	0%	5.99K	341.85K	-5	-0.08%
Sep 30, 2025	INVESCO LTD.	0%	6.29K	358.91K	2.85K	+82.66%
Sep 30, 2025	ASSET PLANNING,INC	0%	6.48K	369.81K	-620	-8.73%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0%	6.68K	380.94K	-71	-1.05%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0%	6.91K	394.35K	721	+11.65%
Sep 30, 2025	CARNEGIE LAKE ADVISORS LLC	0%	7.57K	432.04K	-250	-3.20%
Sep 30, 2025	RHUMBLINE ADVISERS	0%	7.65K	436.43K	-286	-3.60%
Sep 30, 2025	GAMCO INVESTORS, INC. ET AL	0%	7.81K	445.72K	-1.18K	-13.13%
Sep 30, 2025	ORVIETO PARTNERS, L.P.	0%	8K	456.56K	-3K	-27.27%
Sep 30, 2025	DIVERSIFIED INVESTMENT STRATEGIES, LLC	0%	8.05K	459.64K	0	0
Sep 30, 2025	MGO ONE SEVEN LLC	0%	8.37K	477.39K	-51	-0.61%
Sep 30, 2025	DEUTSCHE BANK AG\	0%	8.42K	480.42K	7.97K	+1,766.52%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0%	8.59K	490.06M	7.68K	+841.56%
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0%	9.03K	515.17K	-100	-1.10%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	9.63K	549.81K	939	+10.80%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.01%	11.15K	636.05K	3.78K	+51.28%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	11.37K	648.66K	0	0
Sep 30, 2025	BARCLAYS PLC	0.01%	12.86K	733.75K	12.35K	+2,411.13%
Sep 30, 2025	QUEST PARTNERS LLC	0.01%	12.96K	739.8K	12.96K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.01%	13.65K	779.14K	7.27K	+113.91%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.01%	14.03K	800K	13.94K	+17,003.66%
Sep 30, 2025	MCDONALD PARTNERS LLC	0.01%	14.53K	828.95K	-300	-2.02%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.01%	14.99K	856K	-3.44K	-18.67%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.01%	16.9K	964.48K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	18.04K	1.03M	-160	-0.88%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.01%	18.49K	1.06M	-1.99K	-9.71%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.01%	18.94K	1.08M	-2.76K	-12.71%
Sep 30, 2025	NUVEEN, LLC	0.01%	18.97K	1.08M	-227	-1.18%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.01%	19.15K	1.09M	0	0
Sep 30, 2025	LANDMARK INVESTMENT PARTNERS, L.P.	0.01%	19.5K	1.11M	19.5K	+100.00%
Sep 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.01%	19.63K	1.12M	15.17K	+340.29%
Sep 30, 2025	VERITION FUND MANAGEMENT LLC	0.01%	21.95K	1.25M	-31.33K	-58.80%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	26.11K	1.49M	25.63K	+5,327.65%
Sep 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.01%	28.22K	1.61M	28.22K	+100.00%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.01%	29.24K	1.67M	-9.82K	-25.14%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.02%	29.78K	1.7M	11.27K	+60.87%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.01%	18.44K	1.12M	5.83K	+46.19%
Jun 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.01%	16.9K	1.02M	0	0
Jun 30, 2025	NUVEEN, LLC	0.01%	19.2K	1.16M	-4.28K	-18.21%
Jun 30, 2025	KERRISDALE ADVISERS, LLC	0.01%	12.71K	769.96K	0	0
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	61.33K	3.71M	-565	-0.91%
Jun 30, 2025	HRT FINANCIAL LP	0.03%	63.23K	3.83M	30.27K	+91.85%
Jun 30, 2025	BRUCE & CO., INC.	0.04%	73.9K	4.48M	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	128.38K	7.77M	-2.09K	-1.60%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.01%	18.51K	1.12B	10.6K	+133.84%
Jun 30, 2025	CITADEL ADVISORS LLC	0.04%	83.02K	5.03B	-4.21K	-4.83%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.08%	151.02K	9.15M	-13.89K	-8.42%
Jun 30, 2025	NORTHERN TRUST CORP	0.02%	34.96K	2.12M	-3.08K	-8.10%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.16%	313.19K	18.97M	29.13K	+10.25%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.18%	349.2K	21.15M	293.23K	+523.88%
Jun 30, 2025	NORGES BANK	0.27%	534.47K	32.37M	534.47K	+100.00%
Jun 30, 2025	VANGUARD GROUP INC	0.44%	862.24K	52.22M	15.07K	+1.78%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	6.42K	389K	-1.93K	-23.08%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0%	6.75K	408.54K	-4.15K	-38.11%
Jun 30, 2025	PETRUS TRUST COMPANY, LTA	0%	6.84K	414.05K	0	0
Jun 30, 2025	EMPOWERED FUNDS, LLC	0%	7.36K	445.42K	7.36K	+100.00%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0%	7.37K	446.15K	2.52K	+51.99%
Jun 30, 2025	TWINBEECH CAPITAL LP	0%	7.47K	452.5K	-1.35K	-15.28%
Jun 30, 2025	DIVERSIFIED INVESTMENT STRATEGIES, LLC	0%	8.05K	487.75K	-75	-0.92%
Jun 30, 2025	MGO ONE SEVEN LLC	0%	8.42K	509.67K	-96	-1.13%
Jun 30, 2025	GAMCO INVESTORS, INC. ET AL	0%	8.99K	544.43K	8.99K	+100.00%
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0%	9.13K	552.73K	-200	-2.14%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.01%	9.86K	597.06K	9.86K	+100.00%
Jun 30, 2025	OLIVER LAGORE VANVALIN INVESTMENT GROUP	0.01%	10.32K	674.78M	10.32K	+100.00%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.01%	10.56K	639.39K	10.56K	+100.00%
Jun 30, 2025	SEMANTEON CAPITAL MANAGEMENT, LP	0.01%	10.95K	663.37K	-95	-0.86%
Jun 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.01%	11.21K	678.76K	-4.35K	-27.94%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.06%	124.3K	7.53M	-400	-0.32%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.05%	105.97K	6.42M	5.27K	+5.24%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.03%	57.99K	3.51M	16.75K	+40.62%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.03%	53.29K	3.23M	10.13K	+23.48%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.03%	51.22K	3.1M	20.94K	+69.16%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.02%	41.3K	2.5M	41.3K	+100.00%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.02%	39.06K	2.37M	-25.35K	-39.35%
Jun 30, 2025	ABRAMS CAPITAL MANAGEMENT, L.P.	0.02%	36.4K	2.2M	0	0
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.02%	35.69K	2.16M	28.88K	+424.14%
Jun 30, 2025	ROYAL BANK OF CANADA	0.02%	35.57K	2.15M	1.52K	+4.46%
Jun 30, 2025	BARNETT & COMPANY, INC.	0.01%	12.15K	735.8K	-700	-5.45%
Jun 30, 2025	MCDONALD PARTNERS LLC	0.01%	14.83K	897.8K	-100	-0.67%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.05%	103.52K	6.26B	1.01K	+0.99%
Jun 30, 2025	UBS GROUP AG	0.01%	27.08K	1.64M	-61.11K	-69.30%
Jun 30, 2025	PARKWOOD LLC	0.06%	120.91K	7.32M	2.36K	+1.99%
Jun 30, 2025	OLD WEST INVESTMENT MANAGEMENT, LLC	0.07%	142.98K	8.66M	7.48K	+5.52%
Jun 30, 2025	YACKTMAN ASSET MANAGEMENT LP	0.17%	332.76K	20.15M	-2.72K	-0.81%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0%	6.19K	374.81K	845	+15.81%
Jun 30, 2025	ARROWMARK COLORADO HOLDINGS LLC	0.04%	75.8K	4.59M	0	0
Jun 30, 2025	D. E. SHAW & CO., INC.	0.04%	78.51K	4.75B	1.46K	+1.90%
Jun 30, 2025	MORGAN STANLEY	0.05%	102.02K	6.18B	3.24K	+3.28%
Jun 30, 2025	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	0%	6.05K	366.33K	-42	-0.69%
Jun 30, 2025	TRIAN FUND MANAGEMENT, L.P.	0.18%	353.34K	21.4M	-298.67K	-45.81%
Jun 30, 2025	BLACKROCK, INC.	0.24%	474.06K	28.71M	4.02K	+0.86%
Jun 30, 2025	SOUTHPOINT CAPITAL ADVISORS LP	0.33%	650K	39.36M	-50K	-7.14%
Jun 30, 2025	SCHARF INVESTMENTS, LLC	0.74%	1.45M	81.69M	838.38K	+137.23%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.01%	19.15K	1.16M	-7.61K	-28.45%
Jun 30, 2025	JANE STREET GROUP, LLC	0.01%	19.4K	1.17M	19.4K	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.01%	20.48K	1.24M	-1.57K	-7.10%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.01%	21.7K	1.31M	5.54K	+34.30%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	26.48K	1.6M	15.87K	+149.62%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.01%	28.1K	1.7M	28.1K	+100.00%
Jun 30, 2025	STRS OHIO	0.02%	30.35K	1.84M	1.18K	+4.04%
Jun 30, 2025	CITIGROUP INC	0.02%	32.12K	1.95M	2.64K	+8.95%
Jun 30, 2025	GABELLI FUNDS LLC	0.02%	34.17K	2.07M	0	0
Jun 30, 2025	STATE STREET CORP	0.05%	96.11K	5.82M	-39.33K	-29.04%
Jun 30, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.01%	13.07K	791.7K	-320	-2.39%
Jun 30, 2025	XTX TOPCO LTD	0.01%	13.34K	807.57K	13.34K	+100.00%
Jun 30, 2025	VERSOR INVESTMENTS LP	0.01%	13.87K	839.66K	7.47K	+116.64%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.01%	15.67K	949.22K	15.67K	+100.00%
Jun 30, 2025		0.01%	16.9K	1.02M	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	18.2K	1.1M	1.31K	+7.77%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.01%	16.15K	1.06M	16.15K	+100.00%
Mar 31, 2025	VANGUARD GROUP INC	0.43%	847.18K	55.37M	11.86K	+1.42%
Mar 31, 2025	STATE STREET CORP	0.07%	135.43K	8.85M	-45.93K	-25.33%
Mar 31, 2025	MORGAN STANLEY	0.05%	98.78K	6.46M	5.08K	+5.43%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.03%	64.41K	4.21M	-21.87K	-25.35%
Mar 31, 2025	ROYAL BANK OF CANADA	0.02%	34.05K	2.23M	20.83K	+157.65%
Mar 31, 2025	HRT FINANCIAL LP	0.02%	32.96K	2.15M	19.72K	+149.00%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.02%	30.28K	1.98M	-1.55K	-4.88%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.01%	14.87K	971.64K	-2.1K	-12.38%
Mar 31, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.01%	16.8K	1.1M	-8.43K	-33.42%
Mar 31, 2025	SOUTHPOINT CAPITAL ADVISORS LP	0.36%	700K	45.75M	0	0
Mar 31, 2025	OLD WEST INVESTMENT MANAGEMENT, LLC	0.07%	135.51K	8.86M	1.97K	+1.48%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	130.47K	8.53M	25.12K	+23.84%
Mar 31, 2025	ARROWMARK COLORADO HOLDINGS LLC	0.04%	75.8K	4.95M	0	0
Mar 31, 2025	BRUCE & CO., INC.	0.04%	73.9K	4.83M	0	0
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	61.89K	4.05M	30.78K	+98.96%
Mar 31, 2025	NORTHERN TRUST CORP	0.02%	38.04K	2.49M	3.51K	+10.15%
Mar 31, 2025	ABRAMS CAPITAL MANAGEMENT, L.P.	0.02%	36.4K	2.38M	0	0
Mar 31, 2025	CITIGROUP INC	0.02%	29.48K	1.93M	-3.85K	-11.55%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	16.89K	1.1M	-1.71K	-9.18%
Mar 31, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.01%	15.55K	1.02M	4.27K	+37.84%
Mar 31, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.01%	13.39K	875.37K	0	0
Mar 31, 2025	BARNETT & COMPANY, INC.	0.01%	12.85K	839.88K	-1.2K	-8.54%
Mar 31, 2025	VERITION FUND MANAGEMENT LLC	0.02%	43.16K	2.82M	1.84K	+4.45%
Mar 31, 2025	BLACKROCK, INC.	0.24%	470.03K	30.72M	46.95K	+11.10%
Mar 31, 2025	YACKTMAN ASSET MANAGEMENT LP	0.17%	335.48K	21.93M	-36.59K	-9.83%
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.02%	41.24K	2.7M	11.79K	+40.05%
Mar 31, 2025	UBS GROUP AG	0.05%	88.19K	5.76M	50.42K	+133.49%
Mar 31, 2025	CITADEL ADVISORS LLC	0.04%	87.23K	5.7M	56.26K	+181.61%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.04%	77.05K	5.04M	29.49K	+62.01%
Mar 31, 2025	MCDONALD PARTNERS LLC	0.01%	14.93K	975.5K	125	+0.84%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.01%	26.77K	1.75M	26.77K	+100.00%
Mar 31, 2025	APPLIED FUNDAMENTAL RESEARCH, LLC	0.01%	25.09K	1.64M	0	0
Mar 31, 2025	TRIAN FUND MANAGEMENT, L.P.	0.33%	652K	42.61M	0	0
Mar 31, 2025	SCHARF INVESTMENTS, LLC	0.31%	610.92K	39.93M	-24.48K	-3.85%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.06%	124.7K	8.15M	6.9K	+5.86%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.05%	100.7K	6.58M	-12.28K	-10.87%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.03%	55.97K	3.66M	55.97K	+100.00%
Mar 31, 2025	STRS OHIO	0.01%	29.17K	1.91M	5.36K	+22.52%
Mar 31, 2025		0.01%	16.9K	1.1M	16.9K	+100.00%
Mar 31, 2025	DNB ASSET MANAGEMENT AS	0.01%	19.51K	1.15M	19.51K	+100.00%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.14%	284.06K	18.56M	-43.63K	-13.31%
Mar 31, 2025	SMEAD CAPITAL MANAGEMENT, INC.	0.11%	209.65K	13.7M	-238.32K	-53.20%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.08%	164.91K	10.78M	4.17K	+2.60%
Mar 31, 2025	JANE STREET GROUP, LLC	0.01%	23.81K	1.56M	23.81K	+100.00%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.01%	22.05K	1.44M	-761	-3.34%
Mar 31, 2025	GABELLI FUNDS LLC	0.02%	34.17K	2.23M	3.57K	+11.66%
Mar 31, 2025	PARKWOOD LLC	0.06%	118.55K	7.75M	-12.2K	-9.33%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.05%	102.51K	6.58M	1.35K	+1.33%
Mar 31, 2024	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0.08%	158.17K	10.55B	3.31K	+2.14%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.01%	13.37K	902.67K	-1.88K	-12.33%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.01%	13.59K	918.16K	140	+1.04%
Mar 31, 2024	CAMPBELL & CO INVESTMENT ADVISER LLC	0.01%	13.84K	934.89K	2.9K	+26.46%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.01%	13.86K	935.83K	0	0
Mar 31, 2024	BARNETT & COMPANY, INC.	0.01%	14.11K	952.99K	-400	-2.76%
Mar 31, 2024	CITIGROUP INC	0.01%	14.15K	955.83K	2.72K	+23.76%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	15.74K	1.06M	598	+3.95%
Mar 31, 2024	MCDONALD PARTNERS LLC	0.01%	16.13K	1.09M	-200	-1.23%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.01%	17.17K	1.16M	17.17K	+100.00%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.01%	19.66K	1.33M	-27.33K	-58.17%
Mar 31, 2024	CITADEL ADVISORS LLC	0.01%	19.3K	1.3M	16.1K	+503.13%
Mar 31, 2024	PROFICIO CAPITAL PARTNERS LLC	0.01%	21.33K	1.44M	6.44K	+43.21%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.01%	21.7K	1.47M	-5.58K	-20.45%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.02%	30.5K	2.06M	1.8K	+6.27%
Mar 31, 2024	ARROWMARK COLORADO HOLDINGS LLC	0.02%	45.8K	3.09M	13.8K	+43.13%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.02%	47.36K	3.2M	-1.34K	-2.75%
Mar 31, 2024	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.03%	53.91K	3.64M	4.18K	+8.41%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.04%	85.97K	5.81M	11.84K	+15.97%
Mar 31, 2024	MRAZ, AMERINE & ASSOCIATES, INC.	0.05%	88.18K	5.88M	-322	-0.36%
Mar 31, 2024	MARSHALL WACE, LLP	0.05%	93.8K	6.34M	-14.01K	-12.99%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.05%	94.69K	6.31M	-507	-0.53%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.05%	98.15K	6.54M	-3.09K	-3.05%
Mar 31, 2024	SWEDBANK AB	0.05%	102.45K	6.83M	102.45K	+100.00%
Mar 31, 2024	OLD WEST INVESTMENT MANAGEMENT, LLC	0.05%	103.05K	6.96M	50.76K	+97.06%
Mar 31, 2024	PARKWOOD LLC	0.05%	106.4K	7.19M	21.99K	+26.05%
Mar 31, 2024	ZUCKERMAN INVESTMENT GROUP, LLC	0.06%	110.86K	7.39M	4.32K	+4.06%
Mar 31, 2024	RK ASSET MANAGEMENT, LLC	0.06%	110.93K	7.4M	-1.19K	-1.06%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.06%	112.58K	7.51M	20.93K	+22.84%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.06%	113.54K	7.67M	-9.6K	-7.80%
Mar 31, 2024	MORGAN STANLEY	0.06%	121.53K	8.21M	50.42K	+70.91%
Mar 31, 2024	WINMILL & CO. INC	0.07%	143.37K	9.56M	0	0
Mar 31, 2024	FINANCIAL COUNSELORS INC	0.07%	145.9K	9.73M	3.55K	+2.49%
Mar 31, 2024	POINT72 ASSET MANAGEMENT, L.P.	0.08%	149.85K	9.99M	149.85K	+100.00%
Mar 31, 2024	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.08%	150.15K	10.14M	-6.21K	-3.97%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.08%	155.28K	10.49M	10.02K	+6.90%
Mar 31, 2024	ABRAMS CAPITAL MANAGEMENT, L.P.	0.14%	277.01K	18.71M	-130.02K	-31.94%
Mar 31, 2024	HARSPRING CAPITAL MANAGEMENT, LLC	0.15%	290K	19.34M	0	0
Mar 31, 2024	THIRD AVENUE MANAGEMENT LLC	0.15%	294.41K	19.63M	0	0
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.18%	345.28K	23.02M	-2.79K	-0.80%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.18%	355.27K	24M	-28.83K	-7.51%
Mar 31, 2024	BLACKROCK INC.	0.21%	413.84K	27.95M	22.14K	+5.65%
Mar 31, 2024	BRUCE & CO., INC.	0.25%	493.35K	32.9M	-43K	-8.02%
Mar 31, 2024	SMEAD CAPITAL MANAGEMENT, INC.	0.28%	547.55K	36.98M	12.96K	+2.42%
Mar 31, 2024	TWEEDY, BROWNE CO LLC	0.31%	607.08K	40.48M	-280	-0.05%
Mar 31, 2024	SCHARF INVESTMENTS, LLC	0.34%	668.82K	45.17M	11.45K	+1.74%
Mar 31, 2024	VANGUARD GROUP INC	0.44%	858.71K	58M	-18.21K	-2.08%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.49%	953.75K	63.6M	127.56K	+15.44%
Mar 31, 2024	REINHART PARTNERS, INC.	0.75%	1.48M	98.7M	-45.42K	-2.98%
Mar 31, 2024	SOUTHPOINT CAPITAL ADVISORS LP	0.22%	430K	29.04M	280K	+186.67%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.04%	85.87K	5.8M	0	0
Mar 31, 2024		0.05%	102.45K	6.83M	102.45K	+100.00%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0%	8.23K	491.1K	-1.01K	-10.93%
Mar 31, 2024	RHUMBLINE ADVISERS	0%	8.63K	583.1K	-1.48K	-14.64%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0%	8.92K	596K	563	+6.73%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	9.3K	628.19K	-620	-6.25%
Mar 31, 2024	REDMONT WEALTH ADVISORS LLC	0.01%	9.88K	667.3K	685	+7.45%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.01%	10.67K	720.36K	393	+3.83%
Mar 31, 2024	STRS OHIO	0.01%	10.94K	739K	-20	-0.18%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	11.3K	763K	-1.6K	-12.40%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.01%	11.89K	803.25K	-2.03K	-14.60%
Mar 31, 2024	MOTLEY FOOL ASSET MANAGEMENT LLC	0.01%	12K	810.75K	8.93K	+290.50%
Mar 31, 2024	MGO ONE SEVEN LLC	0.01%	12.03K	812.17K	-4.39K	-26.76%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.01%	12.09K	816.36K	240	+2.03%
Mar 31, 2024	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	15.31K	1.1M	0	0
Mar 31, 2024	MAVEN SECURITIES LTD	0.01%	23.2K	1.57M	23.2K	+100.00%
Mar 31, 2024	INVESCO LTD.	0.02%	31.87K	2.15M	26.54K	+498.22%
Mar 31, 2024	NORTHERN TRUST CORP	0.02%	32.3K	2.18M	-4.17K	-11.43%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.02%	33.55K	2.27M	-1.23K	-3.53%
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	0.02%	35.63K	2.38M	-2.13K	-5.63%
Mar 31, 2024	BRASADA CAPITAL MANAGEMENT, LP	0.02%	36.99K	2.47M	4.69K	+14.53%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.02%	35.12K	2.37M	-2.1K	-5.64%
Mar 31, 2024	MITSUBISHI UFJ TRUST & BANKING CORP	0.02%	48.64K	3.24M	-873	-1.76%
Mar 31, 2024	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.03%	50.93K	3.4M	36.06K	+242.47%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.03%	51.4K	3.47M	973	+1.93%
Mar 31, 2024	RICHARD BERNSTEIN ADVISORS LLC	0.03%	51.81K	3.45M	0	0
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.03%	52.03K	3.47M	1.75K	+3.47%
Mar 31, 2024	APPLIED FUNDAMENTAL RESEARCH, LLC	0.03%	54.28K	3.67M	-1.26K	-2.26%
Mar 31, 2024	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.03%	57.65K	3.84M	18.77K	+48.26%
Mar 31, 2024	STATE OF NEW JERSEY COMMON PENSION FUND D	0.03%	59.6K	3.97M	7.84K	+15.15%
Mar 31, 2024	AMUNDI	0.04%	68.88K	4.28M	4.09K	+6.31%
Mar 31, 2024	DIGITALBRIDGE GROUP, INC.	0.04%	71.63K	4.78M	400	+0.56%
Mar 31, 2024	DIVERSIFIED INVESTMENT STRATEGIES, LLC	0.04%	84.29K	5.62M	-370	-0.44%
Mar 31, 2024	SCHWARTZ INVESTMENT COUNSEL INC	0.05%	97.2K	6.48M	0	0
Mar 31, 2024	YACKTMAN ASSET MANAGEMENT LP	0.24%	471.88K	31.87M	-76.54K	-13.96%
Mar 31, 2024	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0.65%	1.27M	84.45M	-8.1K	-0.64%
Mar 31, 2024	VISION CAPITAL MANAGEMENT, INC.	0.09%	185.47K	12.37M	-1.11K	-0.60%
Mar 31, 2024	STATE STREET CORP	0.11%	223.36K	15.09M	4.52K	+2.06%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.12%	227.78K	15.19M	-5.48K	-2.35%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.12%	232.56K	15.66M	3.79K	+1.66%
Mar 31, 2024	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.12%	234.92K	15.66M	-23	-0.01%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	0.12%	240K	16M	15.14K	+6.73%
Mar 31, 2024	FMR LLC	0.14%	270.23K	18.25M	569	+0.21%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.14%	274.49K	18.3M	-5.93K	-2.11%
Dec 31, 2023	VANGUARD GROUP INC	0.45%	876.92K	62.96M	25.65K	+3.01%
Dec 31, 2023	STATE STREET CORP	0.11%	218.85K	15.71M	12.37K	+5.99%
Dec 31, 2023	FMR LLC	0.14%	269.66K	19.36M	-2.77K	-1.02%
Dec 31, 2023	NORGES BANK	0.14%	274.16K	19.68M	274.16K	+100.00%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.2%	384.11K	27.58M	-6.48K	-1.66%
Dec 31, 2023	BLACKROCK INC.	0.2%	391.69K	28.12M	-4.27K	-1.08%
Dec 31, 2023	ABRAMS CAPITAL MANAGEMENT, L.P.	0.21%	407.03K	29.22M	0	0
Dec 31, 2023	SMEAD CAPITAL MANAGEMENT, INC.	0.27%	534.59K	38.38M	4.68K	+0.88%
Dec 31, 2023	YACKTMAN ASSET MANAGEMENT LP	0.28%	548.42K	39.38M	-125.36K	-18.61%
Dec 31, 2023	SCHARF INVESTMENTS, LLC	0.34%	657.37K	47.2M	82.1K	+14.27%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.01%	13.45K	966.02K	3.61K	+36.67%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.01%	13.86K	994.86K	-2.41K	-14.84%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.01%	13.93K	999.96K	-1.56K	-10.10%
Dec 31, 2023	BARNETT & COMPANY, INC.	0.01%	14.51K	1.04M	700	+5.07%
Dec 31, 2023	PROFICIO CAPITAL PARTNERS LLC	0.01%	14.89K	1.07M	0	0
Dec 31, 2023	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0.01%	15.08K	1.08M	15.08K	+100.00%
Dec 31, 2023	OCCUDO QUANTITATIVE STRATEGIES LP	0.01%	15.21K	1.09M	-2.4K	-13.62%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.01%	15.25K	1.09M	7.22K	+89.95%
Dec 31, 2023	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	15.31K	1.1M	-26.31K	-63.22%
Dec 31, 2023	WINMILL & CO. INC	0.01%	15.93K	1.14M	0	0
Dec 31, 2023	MCDONALD PARTNERS LLC	0.01%	16.33K	1.17M	0	0
Dec 31, 2023	MGO ONE SEVEN LLC	0.01%	16.42K	1.18M	3.34K	+25.50%
Dec 31, 2023	SCHONFELD STRATEGIC ADVISORS LLC	0.01%	23.09K	1.66M	23.09K	+100.00%
Dec 31, 2023	VISION CAPITAL MANAGEMENT, INC.	0.01%	24.98K	1.79M	36	+0.14%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.01%	27.27K	1.96M	161	+0.59%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.01%	28.7K	2.06M	28.7K	+100.00%
Dec 31, 2023	ARROWMARK COLORADO HOLDINGS LLC	0.02%	32K	2.3M	-19K	-37.25%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.02%	32.15K	2.31M	1.07K	+3.45%
Dec 31, 2023	GSA CAPITAL PARTNERS LLP	0.02%	34.77K	2.5M	3.25K	+10.30%
Dec 31, 2023	CIBC WORLD MARKET INC.	0.02%	36.46K	2.62M	-507	-1.37%
Dec 31, 2023	NORTHERN TRUST CORP	0.02%	36.47K	2.62M	3.62K	+11.03%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.02%	37.22K	2.67M	6.26K	+20.22%
Dec 31, 2023	CITADEL ADVISORS LLC	0.02%	39.82K	2.86M	39.82K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.02%	46.99K	3.37M	-3.88K	-7.62%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.02%	48.7K	3.5M	39K	+402.08%
Dec 31, 2023	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.03%	49.73K	3.57M	-30.4K	-37.94%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.03%	50.42K	3.62M	1.74K	+3.58%
Dec 31, 2023	OLD WEST INVESTMENT MANAGEMENT, LLC	0.03%	52.3K	3.75M	-123.94K	-70.33%
Dec 31, 2023	APPLIED FUNDAMENTAL RESEARCH, LLC	0.03%	55.54K	3.99M	-1K	-1.77%
Dec 31, 2023	BRUCE & CO., INC.	0.04%	70.81K	5.08M	0	0
Dec 31, 2023	MORGAN STANLEY	0.04%	71.11K	5.11M	-1.96K	-2.68%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.04%	74.13K	5.32M	4.36K	+6.25%
Dec 31, 2023	PARKWOOD LLC	0.04%	84.41K	6.06M	84.41K	+100.00%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.04%	85.87K	6.17M	85.87K	+100.00%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.05%	101.25K	7.27M	-3.78K	-3.60%
Dec 31, 2023	MARSHALL WACE, LLP	0.06%	107.81K	7.74M	-28.1K	-20.68%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.06%	123.14K	8.84M	61.03K	+98.27%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.07%	145.26K	10.43M	-8.82K	-5.72%
Dec 31, 2023	SOUTHPOINT CAPITAL ADVISORS LP	0.08%	150K	10.77M	150K	+100.00%
Dec 31, 2023	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.08%	156.36K	11.23M	0	0

Insiders

Among the UHAL insiders holding of 60.41% of the stake in company, SHOEN MARK V, 10 percent owner, holds the largest shares of 8.15M. WILLOW GROVE HOLDINGS LP, 10 percent owner, is the second largest UHAL insider with ownership of 8.15M shares. SHOEN EDWARD J, President, stands third with possession of 8.15M shares of that stake.

Insiders	Designation	Shares Held
SHOEN MARK V	10 percent owner	8.15M
WILLOW GROVE HOLDINGS LP	10 percent owner	8.15M
SHOEN EDWARD J	President	8.15M
BROGAN JOHN P.	director	46.99K
SCHMIDT KARL A.	director	23K
GROGAN JAMES J	director	1.85K
HERRERA RICHARD JAY	director	90
MARTZ CARRIE	director	5

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 18, 2025	WILLOW GROVE HOLDINGS LP	PURCHASE	11.80	229.52K	2.71M	8.15M
Sep 18, 2025	SHOEN EDWARD J	PURCHASE	11.80	229.52K	2.71M	8.15M
Sep 18, 2025	SHOEN MARK V	PURCHASE	11.80	229.52K	2.71M	8.15M
Feb 26, 2025	SHOEN MARK V	SALE	65.03	12.5K	812.89K	654.71K
Feb 21, 2025	SHOEN MARK V	SALE	66.03	192	12.68K	667.21K
Feb 20, 2025	SHOEN MARK V	SALE	66.40	123	8.17K	667.5K
Nov 16, 2023	SHOEN MARK V	SALE	52.43	132.5K	6.95M	0
Jun 13, 2023	SCHMIDT KARL A.	PURCHASE	49.65	500	24.83K	23K
Mar 23, 2023	SHOEN MARK V	PURCHASE	56.41	24.9K	1.4M	24.9K
Mar 23, 2023	SHOEN EDWARD J	PURCHASE	56.41	24.9K	1.4M	24.9K
Mar 23, 2023	WILLOW GROVE HOLDINGS LP	PURCHASE	56.41	24.9K	1.4M	24.9K
Feb 15, 2023	BROGAN JOHN P.	SALE	58.69	3K	176.07K	46.99K
Jan 03, 2023	BROGAN JOHN P.	PURCHASE	54.69	37	2K	49.99K
Dec 08, 2022	HERRERA RICHARD JAY	PURCHASE	61.90	90	5.57K	90
Dec 08, 2022	SHOEN MARK V	PURCHASE	64.87	27.03K	1.75M	1.24M
Dec 08, 2022	SHOEN EDWARD J	PURCHASE	64.86	27.03K	1.75M	1.24M
Dec 08, 2022	WILLOW GROVE HOLDINGS LP	PURCHASE	64.86	27.03K	1.75M	1.24M
Dec 07, 2022	SHOEN MARK V	PURCHASE	63.77	35.01K	2.23M	1.11M
Dec 07, 2022	WILLOW GROVE HOLDINGS LP	PURCHASE	63.81	35.01K	2.23M	1.11M
Dec 07, 2022	SHOEN EDWARD J	PURCHASE	63.81	35.01K	2.23M	1.11M
Nov 30, 2022	SHOEN EDWARD J	PURCHASE	61.88	20.8K	1.29M	1.07M
Nov 30, 2022	WILLOW GROVE HOLDINGS LP	PURCHASE	61.88	20.8K	1.29M	1.07M
Nov 30, 2022	SHOEN MARK V	PURCHASE	61.88	20.8K	1.29M	1.07M
Nov 29, 2022	WILLOW GROVE HOLDINGS LP	PURCHASE	59.99	200	12K	924.2K
Nov 29, 2022	SHOEN EDWARD J	PURCHASE	59.99	200	12K	924.2K
Nov 29, 2022	SHOEN MARK V	PURCHASE	59.99	200	12K	924.2K
Nov 28, 2022	SHOEN MARK V	PURCHASE	58.86	92.3K	5.43M	695.45K
Nov 28, 2022	SHOEN EDWARD J	PURCHASE	58.86	92.3K	5.43M	695.45K
Nov 28, 2022	WILLOW GROVE HOLDINGS LP	PURCHASE	58.86	92.3K	5.43M	695.45K
Nov 25, 2022	GROGAN JAMES J	PURCHASE	60.20	400	24.08K	1.85K
Nov 23, 2022	GROGAN JAMES J	PURCHASE	58.50	428	25.04K	1.33K
Nov 18, 2022	WILLOW GROVE HOLDINGS LP	PURCHASE	55.79	3.55K	198.04K	602.55K
Nov 18, 2022	SHOEN MARK V	PURCHASE	55.79	3.55K	198.04K	602.55K
Nov 18, 2022	SHOEN EDWARD J	PURCHASE	55.79	3.55K	198.04K	602.55K
Nov 17, 2022	SHOEN MARK V	PURCHASE	52.71	63.06K	3.32M	387.06K
Nov 17, 2022	SHOEN EDWARD J	PURCHASE	52.71	63.06K	3.32M	387.06K
Nov 17, 2022	WILLOW GROVE HOLDINGS LP	PURCHASE	52.71	63.06K	3.32M	387.06K
Nov 16, 2022	WILLOW GROVE HOLDINGS LP	PURCHASE	52.75	47.09K	2.48M	47.09K
Nov 16, 2022	SHOEN EDWARD J	PURCHASE	52.75	47.09K	2.48M	47.09K
Nov 16, 2022	SHOEN MARK V	PURCHASE	52.75	47.09K	2.48M	47.09K
Jun 10, 2022	SCHMIDT KARL A.	PURCHASE	471.50	200	94.3K	2.5K
Dec 16, 2021	SHOEN EDWARD J	SALE	720.75	14.75K	10.63M	32
Dec 10, 2021	BROGAN JOHN P.	SALE	706.20	250	176.55K	5.55K
Jun 16, 2021	MARTZ CARRIE	PURCHASE	536.86	5	2.68K	5
Jun 15, 2021	SHOEN EDWARD J	PURCHASE	538.00	1.03K	553.06K	8.42M
Jun 15, 2021	WILLOW GROVE HOLDINGS LP	PURCHASE	552.06	80K	44.16M	829.97K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE688.55K3

SALES00

NET SHARES688.55K3

SHARES HELD24.45M3

% NET SHARES-97.18%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.47

Short Percent Of Float10.65

Shares Outstanding18.87M

Shares Float107.72M

Shares Short884.94K

Short Ratio7.35

10.65%

Short % of Float

0.47%

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

60.41% Percentage of Shares held by All Insiders

42.94% Percentage of Shares held by All Institutions

108.47% Percentage of Float held by Institutions

303

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.02%	29.58K	1.69M	13.91K	+88.73%
Sep 30, 2025	CITIGROUP INC	0.02%	31.95K	1.82M	-165	-0.51%
Sep 30, 2025	UBS GROUP AG	0.02%	33.08K	1.89M	6.01K	+22.18%
Sep 30, 2025	NORTHERN TRUST CORP	0.02%	33.43K	1.91M	-1.54K	-4.39%
Sep 30, 2025	GABELLI FUNDS LLC	0.02%	34.17K	1.95M	0	0
Sep 30, 2025	DIMENSION CAPITAL MANAGEMENT LLC	0.02%	35.02K	2M	35.02K	+100.00%
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.02%	35.89K	2.05M	-15.33K	-29.93%
Sep 30, 2025	ABRAMS CAPITAL MANAGEMENT, L.P.	0.02%	36.4K	2.08M	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.02%	36.69K	2.1M	1.12K	+3.15%
Sep 30, 2025	JANE STREET GROUP, LLC	0.02%	42.6K	2.43M	23.2K	+119.59%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	43.2K	2.47M	43.2K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.02%	45.21K	2.58M	18.73K	+70.71%
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.02%	46.22K	2.64M	18.12K	+64.50%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.02%	46.82K	2.67M	-11.17K	-19.27%
Sep 30, 2025	BRUCE & CO., INC.	0.04%	73.9K	4.22M	0	0
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.04%	81.63K	4.66M	-21.88K	-21.14%
Sep 30, 2025	HRT FINANCIAL LP	0.05%	91.07K	5.2M	27.84K	+44.03%
Sep 30, 2025	TUDOR INVESTMENT CORP ET AL	0.05%	95.39K	5.44M	59.7K	+167.25%
Sep 30, 2025	CITADEL ADVISORS LLC	0.05%	101.81K	5.81M	18.78K	+22.62%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.05%	103.15K	5.89M	24.63K	+31.37%
Sep 30, 2025	STATE STREET CORP	0.05%	105.84K	6.04M	9.74K	+10.13%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.06%	113.08K	6.45M	51.75K	+84.38%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	120.77K	6.89M	-7.61K	-5.93%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.07%	134.86K	7.7M	-16.17K	-10.71%
Sep 30, 2025	PARKWOOD LLC	0.07%	135.87K	7.75M	14.96K	+12.38%
Sep 30, 2025	MORGAN STANLEY	0.08%	148.86K	8.5M	46.85K	+45.92%
Sep 30, 2025	OLD WEST INVESTMENT MANAGEMENT, LLC	0.08%	152.79K	8.72M	9.8K	+6.86%
Sep 30, 2025	ARROWMARK COLORADO HOLDINGS LLC	0.08%	157.8K	9.01M	82K	+108.18%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.09%	174.12K	9.94M	68.15K	+64.31%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.09%	182.76K	5.47M	175.61K	+2,458.55%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.1%	189.7K	10.83M	65.4K	+52.61%
Sep 30, 2025	ESTUARY CAPITAL MANAGEMENT LP	0.11%	214.2K	12.22M	214.2K	+100.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.11%	222.65K	12.71M	-126.56K	-36.24%
Sep 30, 2025	YACKTMAN ASSET MANAGEMENT LP	0.17%	330.77K	18.88M	-1.98K	-0.60%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.19%	381.11K	21.75M	67.92K	+21.69%
Sep 30, 2025	BLACKROCK, INC.	0.23%	447.09K	25.52M	-26.97K	-5.69%
Sep 30, 2025	SCHARF INVESTMENTS, LLC	0.28%	548.12K	31.28M	-901.18K	-62.18%
Sep 30, 2025	SOUTHPOINT CAPITAL ADVISORS LP	0.31%	600K	34.24M	-50K	-7.69%
Sep 30, 2025	VANGUARD GROUP INC	0.43%	850.59K	48.54M	-11.66K	-1.35%
Sep 30, 2025	NET WORTH ADVISORY GROUP	0%	5.1K	291.13K	5.1K	+100.00%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0%	5.2K	296.76K	0	0
Sep 30, 2025	INTELLECTUS PARTNERS, LLC	0%	5.34K	304.75K	0	0
Sep 30, 2025	INGALLS & SNYDER LLC	0%	5.41K	309K	-168	-3.01%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0%	5.79K	330.21K	-1.19K	-17.00%
Sep 30, 2025	REDMONT WEALTH ADVISORS LLC	0%	5.85K	334.09K	5.85K	+100.00%
Sep 30, 2025	OPPENHEIMER & CLOSE, LLC	0%	5.99K	341.85K	-5	-0.08%
Sep 30, 2025	INVESCO LTD.	0%	6.29K	358.91K	2.85K	+82.66%
Sep 30, 2025	ASSET PLANNING,INC	0%	6.48K	369.81K	-620	-8.73%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0%	6.68K	380.94K	-71	-1.05%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0%	6.91K	394.35K	721	+11.65%
Sep 30, 2025	CARNEGIE LAKE ADVISORS LLC	0%	7.57K	432.04K	-250	-3.20%
Sep 30, 2025	RHUMBLINE ADVISERS	0%	7.65K	436.43K	-286	-3.60%
Sep 30, 2025	GAMCO INVESTORS, INC. ET AL	0%	7.81K	445.72K	-1.18K	-13.13%
Sep 30, 2025	ORVIETO PARTNERS, L.P.	0%	8K	456.56K	-3K	-27.27%
Sep 30, 2025	DIVERSIFIED INVESTMENT STRATEGIES, LLC	0%	8.05K	459.64K	0	0
Sep 30, 2025	MGO ONE SEVEN LLC	0%	8.37K	477.39K	-51	-0.61%
Sep 30, 2025	DEUTSCHE BANK AG\	0%	8.42K	480.42K	7.97K	+1,766.52%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0%	8.59K	490.06M	7.68K	+841.56%
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0%	9.03K	515.17K	-100	-1.10%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	9.63K	549.81K	939	+10.80%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.01%	11.15K	636.05K	3.78K	+51.28%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	11.37K	648.66K	0	0
Sep 30, 2025	BARCLAYS PLC	0.01%	12.86K	733.75K	12.35K	+2,411.13%
Sep 30, 2025	QUEST PARTNERS LLC	0.01%	12.96K	739.8K	12.96K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.01%	13.65K	779.14K	7.27K	+113.91%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.01%	14.03K	800K	13.94K	+17,003.66%
Sep 30, 2025	MCDONALD PARTNERS LLC	0.01%	14.53K	828.95K	-300	-2.02%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.01%	14.99K	856K	-3.44K	-18.67%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.01%	16.9K	964.48K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	18.04K	1.03M	-160	-0.88%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.01%	18.49K	1.06M	-1.99K	-9.71%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.01%	18.94K	1.08M	-2.76K	-12.71%
Sep 30, 2025	NUVEEN, LLC	0.01%	18.97K	1.08M	-227	-1.18%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.01%	19.15K	1.09M	0	0
Sep 30, 2025	LANDMARK INVESTMENT PARTNERS, L.P.	0.01%	19.5K	1.11M	19.5K	+100.00%
Sep 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.01%	19.63K	1.12M	15.17K	+340.29%
Sep 30, 2025	VERITION FUND MANAGEMENT LLC	0.01%	21.95K	1.25M	-31.33K	-58.80%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	26.11K	1.49M	25.63K	+5,327.65%
Sep 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.01%	28.22K	1.61M	28.22K	+100.00%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.01%	29.24K	1.67M	-9.82K	-25.14%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.02%	29.78K	1.7M	11.27K	+60.87%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.01%	18.44K	1.12M	5.83K	+46.19%
Jun 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.01%	16.9K	1.02M	0	0
Jun 30, 2025	NUVEEN, LLC	0.01%	19.2K	1.16M	-4.28K	-18.21%
Jun 30, 2025	KERRISDALE ADVISERS, LLC	0.01%	12.71K	769.96K	0	0
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	61.33K	3.71M	-565	-0.91%
Jun 30, 2025	HRT FINANCIAL LP	0.03%	63.23K	3.83M	30.27K	+91.85%
Jun 30, 2025	BRUCE & CO., INC.	0.04%	73.9K	4.48M	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	128.38K	7.77M	-2.09K	-1.60%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.01%	18.51K	1.12B	10.6K	+133.84%
Jun 30, 2025	CITADEL ADVISORS LLC	0.04%	83.02K	5.03B	-4.21K	-4.83%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.08%	151.02K	9.15M	-13.89K	-8.42%
Jun 30, 2025	NORTHERN TRUST CORP	0.02%	34.96K	2.12M	-3.08K	-8.10%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.16%	313.19K	18.97M	29.13K	+10.25%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.18%	349.2K	21.15M	293.23K	+523.88%
Jun 30, 2025	NORGES BANK	0.27%	534.47K	32.37M	534.47K	+100.00%
Jun 30, 2025	VANGUARD GROUP INC	0.44%	862.24K	52.22M	15.07K	+1.78%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	6.42K	389K	-1.93K	-23.08%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0%	6.75K	408.54K	-4.15K	-38.11%
Jun 30, 2025	PETRUS TRUST COMPANY, LTA	0%	6.84K	414.05K	0	0
Jun 30, 2025	EMPOWERED FUNDS, LLC	0%	7.36K	445.42K	7.36K	+100.00%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0%	7.37K	446.15K	2.52K	+51.99%
Jun 30, 2025	TWINBEECH CAPITAL LP	0%	7.47K	452.5K	-1.35K	-15.28%
Jun 30, 2025	DIVERSIFIED INVESTMENT STRATEGIES, LLC	0%	8.05K	487.75K	-75	-0.92%
Jun 30, 2025	MGO ONE SEVEN LLC	0%	8.42K	509.67K	-96	-1.13%
Jun 30, 2025	GAMCO INVESTORS, INC. ET AL	0%	8.99K	544.43K	8.99K	+100.00%
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0%	9.13K	552.73K	-200	-2.14%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.01%	9.86K	597.06K	9.86K	+100.00%
Jun 30, 2025	OLIVER LAGORE VANVALIN INVESTMENT GROUP	0.01%	10.32K	674.78M	10.32K	+100.00%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.01%	10.56K	639.39K	10.56K	+100.00%
Jun 30, 2025	SEMANTEON CAPITAL MANAGEMENT, LP	0.01%	10.95K	663.37K	-95	-0.86%
Jun 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.01%	11.21K	678.76K	-4.35K	-27.94%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.06%	124.3K	7.53M	-400	-0.32%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.05%	105.97K	6.42M	5.27K	+5.24%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.03%	57.99K	3.51M	16.75K	+40.62%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.03%	53.29K	3.23M	10.13K	+23.48%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.03%	51.22K	3.1M	20.94K	+69.16%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.02%	41.3K	2.5M	41.3K	+100.00%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.02%	39.06K	2.37M	-25.35K	-39.35%
Jun 30, 2025	ABRAMS CAPITAL MANAGEMENT, L.P.	0.02%	36.4K	2.2M	0	0
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.02%	35.69K	2.16M	28.88K	+424.14%
Jun 30, 2025	ROYAL BANK OF CANADA	0.02%	35.57K	2.15M	1.52K	+4.46%
Jun 30, 2025	BARNETT & COMPANY, INC.	0.01%	12.15K	735.8K	-700	-5.45%
Jun 30, 2025	MCDONALD PARTNERS LLC	0.01%	14.83K	897.8K	-100	-0.67%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.05%	103.52K	6.26B	1.01K	+0.99%
Jun 30, 2025	UBS GROUP AG	0.01%	27.08K	1.64M	-61.11K	-69.30%
Jun 30, 2025	PARKWOOD LLC	0.06%	120.91K	7.32M	2.36K	+1.99%
Jun 30, 2025	OLD WEST INVESTMENT MANAGEMENT, LLC	0.07%	142.98K	8.66M	7.48K	+5.52%
Jun 30, 2025	YACKTMAN ASSET MANAGEMENT LP	0.17%	332.76K	20.15M	-2.72K	-0.81%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0%	6.19K	374.81K	845	+15.81%
Jun 30, 2025	ARROWMARK COLORADO HOLDINGS LLC	0.04%	75.8K	4.59M	0	0
Jun 30, 2025	D. E. SHAW & CO., INC.	0.04%	78.51K	4.75B	1.46K	+1.90%
Jun 30, 2025	MORGAN STANLEY	0.05%	102.02K	6.18B	3.24K	+3.28%
Jun 30, 2025	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	0%	6.05K	366.33K	-42	-0.69%
Jun 30, 2025	TRIAN FUND MANAGEMENT, L.P.	0.18%	353.34K	21.4M	-298.67K	-45.81%
Jun 30, 2025	BLACKROCK, INC.	0.24%	474.06K	28.71M	4.02K	+0.86%
Jun 30, 2025	SOUTHPOINT CAPITAL ADVISORS LP	0.33%	650K	39.36M	-50K	-7.14%
Jun 30, 2025	SCHARF INVESTMENTS, LLC	0.74%	1.45M	81.69M	838.38K	+137.23%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.01%	19.15K	1.16M	-7.61K	-28.45%
Jun 30, 2025	JANE STREET GROUP, LLC	0.01%	19.4K	1.17M	19.4K	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.01%	20.48K	1.24M	-1.57K	-7.10%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.01%	21.7K	1.31M	5.54K	+34.30%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	26.48K	1.6M	15.87K	+149.62%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.01%	28.1K	1.7M	28.1K	+100.00%
Jun 30, 2025	STRS OHIO	0.02%	30.35K	1.84M	1.18K	+4.04%
Jun 30, 2025	CITIGROUP INC	0.02%	32.12K	1.95M	2.64K	+8.95%
Jun 30, 2025	GABELLI FUNDS LLC	0.02%	34.17K	2.07M	0	0
Jun 30, 2025	STATE STREET CORP	0.05%	96.11K	5.82M	-39.33K	-29.04%
Jun 30, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.01%	13.07K	791.7K	-320	-2.39%
Jun 30, 2025	XTX TOPCO LTD	0.01%	13.34K	807.57K	13.34K	+100.00%
Jun 30, 2025	VERSOR INVESTMENTS LP	0.01%	13.87K	839.66K	7.47K	+116.64%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.01%	15.67K	949.22K	15.67K	+100.00%
Jun 30, 2025		0.01%	16.9K	1.02M	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	18.2K	1.1M	1.31K	+7.77%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.01%	16.15K	1.06M	16.15K	+100.00%
Mar 31, 2025	VANGUARD GROUP INC	0.43%	847.18K	55.37M	11.86K	+1.42%
Mar 31, 2025	STATE STREET CORP	0.07%	135.43K	8.85M	-45.93K	-25.33%
Mar 31, 2025	MORGAN STANLEY	0.05%	98.78K	6.46M	5.08K	+5.43%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.03%	64.41K	4.21M	-21.87K	-25.35%
Mar 31, 2025	ROYAL BANK OF CANADA	0.02%	34.05K	2.23M	20.83K	+157.65%
Mar 31, 2025	HRT FINANCIAL LP	0.02%	32.96K	2.15M	19.72K	+149.00%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.02%	30.28K	1.98M	-1.55K	-4.88%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.01%	14.87K	971.64K	-2.1K	-12.38%
Mar 31, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.01%	16.8K	1.1M	-8.43K	-33.42%
Mar 31, 2025	SOUTHPOINT CAPITAL ADVISORS LP	0.36%	700K	45.75M	0	0
Mar 31, 2025	OLD WEST INVESTMENT MANAGEMENT, LLC	0.07%	135.51K	8.86M	1.97K	+1.48%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	130.47K	8.53M	25.12K	+23.84%
Mar 31, 2025	ARROWMARK COLORADO HOLDINGS LLC	0.04%	75.8K	4.95M	0	0
Mar 31, 2025	BRUCE & CO., INC.	0.04%	73.9K	4.83M	0	0
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	61.89K	4.05M	30.78K	+98.96%
Mar 31, 2025	NORTHERN TRUST CORP	0.02%	38.04K	2.49M	3.51K	+10.15%
Mar 31, 2025	ABRAMS CAPITAL MANAGEMENT, L.P.	0.02%	36.4K	2.38M	0	0
Mar 31, 2025	CITIGROUP INC	0.02%	29.48K	1.93M	-3.85K	-11.55%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	16.89K	1.1M	-1.71K	-9.18%
Mar 31, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.01%	15.55K	1.02M	4.27K	+37.84%
Mar 31, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.01%	13.39K	875.37K	0	0
Mar 31, 2025	BARNETT & COMPANY, INC.	0.01%	12.85K	839.88K	-1.2K	-8.54%
Mar 31, 2025	VERITION FUND MANAGEMENT LLC	0.02%	43.16K	2.82M	1.84K	+4.45%
Mar 31, 2025	BLACKROCK, INC.	0.24%	470.03K	30.72M	46.95K	+11.10%
Mar 31, 2025	YACKTMAN ASSET MANAGEMENT LP	0.17%	335.48K	21.93M	-36.59K	-9.83%
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.02%	41.24K	2.7M	11.79K	+40.05%
Mar 31, 2025	UBS GROUP AG	0.05%	88.19K	5.76M	50.42K	+133.49%
Mar 31, 2025	CITADEL ADVISORS LLC	0.04%	87.23K	5.7M	56.26K	+181.61%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.04%	77.05K	5.04M	29.49K	+62.01%
Mar 31, 2025	MCDONALD PARTNERS LLC	0.01%	14.93K	975.5K	125	+0.84%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.01%	26.77K	1.75M	26.77K	+100.00%
Mar 31, 2025	APPLIED FUNDAMENTAL RESEARCH, LLC	0.01%	25.09K	1.64M	0	0
Mar 31, 2025	TRIAN FUND MANAGEMENT, L.P.	0.33%	652K	42.61M	0	0
Mar 31, 2025	SCHARF INVESTMENTS, LLC	0.31%	610.92K	39.93M	-24.48K	-3.85%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.06%	124.7K	8.15M	6.9K	+5.86%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.05%	100.7K	6.58M	-12.28K	-10.87%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.03%	55.97K	3.66M	55.97K	+100.00%
Mar 31, 2025	STRS OHIO	0.01%	29.17K	1.91M	5.36K	+22.52%
Mar 31, 2025		0.01%	16.9K	1.1M	16.9K	+100.00%
Mar 31, 2025	DNB ASSET MANAGEMENT AS	0.01%	19.51K	1.15M	19.51K	+100.00%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.14%	284.06K	18.56M	-43.63K	-13.31%
Mar 31, 2025	SMEAD CAPITAL MANAGEMENT, INC.	0.11%	209.65K	13.7M	-238.32K	-53.20%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.08%	164.91K	10.78M	4.17K	+2.60%
Mar 31, 2025	JANE STREET GROUP, LLC	0.01%	23.81K	1.56M	23.81K	+100.00%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.01%	22.05K	1.44M	-761	-3.34%
Mar 31, 2025	GABELLI FUNDS LLC	0.02%	34.17K	2.23M	3.57K	+11.66%
Mar 31, 2025	PARKWOOD LLC	0.06%	118.55K	7.75M	-12.2K	-9.33%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.05%	102.51K	6.58M	1.35K	+1.33%
Mar 31, 2024	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0.08%	158.17K	10.55B	3.31K	+2.14%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.01%	13.37K	902.67K	-1.88K	-12.33%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.01%	13.59K	918.16K	140	+1.04%
Mar 31, 2024	CAMPBELL & CO INVESTMENT ADVISER LLC	0.01%	13.84K	934.89K	2.9K	+26.46%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.01%	13.86K	935.83K	0	0
Mar 31, 2024	BARNETT & COMPANY, INC.	0.01%	14.11K	952.99K	-400	-2.76%
Mar 31, 2024	CITIGROUP INC	0.01%	14.15K	955.83K	2.72K	+23.76%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	15.74K	1.06M	598	+3.95%
Mar 31, 2024	MCDONALD PARTNERS LLC	0.01%	16.13K	1.09M	-200	-1.23%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.01%	17.17K	1.16M	17.17K	+100.00%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.01%	19.66K	1.33M	-27.33K	-58.17%
Mar 31, 2024	CITADEL ADVISORS LLC	0.01%	19.3K	1.3M	16.1K	+503.13%
Mar 31, 2024	PROFICIO CAPITAL PARTNERS LLC	0.01%	21.33K	1.44M	6.44K	+43.21%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.01%	21.7K	1.47M	-5.58K	-20.45%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.02%	30.5K	2.06M	1.8K	+6.27%
Mar 31, 2024	ARROWMARK COLORADO HOLDINGS LLC	0.02%	45.8K	3.09M	13.8K	+43.13%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.02%	47.36K	3.2M	-1.34K	-2.75%
Mar 31, 2024	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.03%	53.91K	3.64M	4.18K	+8.41%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.04%	85.97K	5.81M	11.84K	+15.97%
Mar 31, 2024	MRAZ, AMERINE & ASSOCIATES, INC.	0.05%	88.18K	5.88M	-322	-0.36%
Mar 31, 2024	MARSHALL WACE, LLP	0.05%	93.8K	6.34M	-14.01K	-12.99%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.05%	94.69K	6.31M	-507	-0.53%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.05%	98.15K	6.54M	-3.09K	-3.05%
Mar 31, 2024	SWEDBANK AB	0.05%	102.45K	6.83M	102.45K	+100.00%
Mar 31, 2024	OLD WEST INVESTMENT MANAGEMENT, LLC	0.05%	103.05K	6.96M	50.76K	+97.06%
Mar 31, 2024	PARKWOOD LLC	0.05%	106.4K	7.19M	21.99K	+26.05%
Mar 31, 2024	ZUCKERMAN INVESTMENT GROUP, LLC	0.06%	110.86K	7.39M	4.32K	+4.06%
Mar 31, 2024	RK ASSET MANAGEMENT, LLC	0.06%	110.93K	7.4M	-1.19K	-1.06%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.06%	112.58K	7.51M	20.93K	+22.84%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.06%	113.54K	7.67M	-9.6K	-7.80%
Mar 31, 2024	MORGAN STANLEY	0.06%	121.53K	8.21M	50.42K	+70.91%
Mar 31, 2024	WINMILL & CO. INC	0.07%	143.37K	9.56M	0	0
Mar 31, 2024	FINANCIAL COUNSELORS INC	0.07%	145.9K	9.73M	3.55K	+2.49%
Mar 31, 2024	POINT72 ASSET MANAGEMENT, L.P.	0.08%	149.85K	9.99M	149.85K	+100.00%
Mar 31, 2024	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.08%	150.15K	10.14M	-6.21K	-3.97%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.08%	155.28K	10.49M	10.02K	+6.90%
Mar 31, 2024	ABRAMS CAPITAL MANAGEMENT, L.P.	0.14%	277.01K	18.71M	-130.02K	-31.94%
Mar 31, 2024	HARSPRING CAPITAL MANAGEMENT, LLC	0.15%	290K	19.34M	0	0
Mar 31, 2024	THIRD AVENUE MANAGEMENT LLC	0.15%	294.41K	19.63M	0	0
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.18%	345.28K	23.02M	-2.79K	-0.80%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.18%	355.27K	24M	-28.83K	-7.51%
Mar 31, 2024	BLACKROCK INC.	0.21%	413.84K	27.95M	22.14K	+5.65%
Mar 31, 2024	BRUCE & CO., INC.	0.25%	493.35K	32.9M	-43K	-8.02%
Mar 31, 2024	SMEAD CAPITAL MANAGEMENT, INC.	0.28%	547.55K	36.98M	12.96K	+2.42%
Mar 31, 2024	TWEEDY, BROWNE CO LLC	0.31%	607.08K	40.48M	-280	-0.05%
Mar 31, 2024	SCHARF INVESTMENTS, LLC	0.34%	668.82K	45.17M	11.45K	+1.74%
Mar 31, 2024	VANGUARD GROUP INC	0.44%	858.71K	58M	-18.21K	-2.08%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.49%	953.75K	63.6M	127.56K	+15.44%
Mar 31, 2024	REINHART PARTNERS, INC.	0.75%	1.48M	98.7M	-45.42K	-2.98%
Mar 31, 2024	SOUTHPOINT CAPITAL ADVISORS LP	0.22%	430K	29.04M	280K	+186.67%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.04%	85.87K	5.8M	0	0
Mar 31, 2024		0.05%	102.45K	6.83M	102.45K	+100.00%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0%	8.23K	491.1K	-1.01K	-10.93%
Mar 31, 2024	RHUMBLINE ADVISERS	0%	8.63K	583.1K	-1.48K	-14.64%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0%	8.92K	596K	563	+6.73%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	9.3K	628.19K	-620	-6.25%
Mar 31, 2024	REDMONT WEALTH ADVISORS LLC	0.01%	9.88K	667.3K	685	+7.45%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.01%	10.67K	720.36K	393	+3.83%
Mar 31, 2024	STRS OHIO	0.01%	10.94K	739K	-20	-0.18%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	11.3K	763K	-1.6K	-12.40%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.01%	11.89K	803.25K	-2.03K	-14.60%
Mar 31, 2024	MOTLEY FOOL ASSET MANAGEMENT LLC	0.01%	12K	810.75K	8.93K	+290.50%
Mar 31, 2024	MGO ONE SEVEN LLC	0.01%	12.03K	812.17K	-4.39K	-26.76%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.01%	12.09K	816.36K	240	+2.03%
Mar 31, 2024	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	15.31K	1.1M	0	0
Mar 31, 2024	MAVEN SECURITIES LTD	0.01%	23.2K	1.57M	23.2K	+100.00%
Mar 31, 2024	INVESCO LTD.	0.02%	31.87K	2.15M	26.54K	+498.22%
Mar 31, 2024	NORTHERN TRUST CORP	0.02%	32.3K	2.18M	-4.17K	-11.43%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.02%	33.55K	2.27M	-1.23K	-3.53%
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	0.02%	35.63K	2.38M	-2.13K	-5.63%
Mar 31, 2024	BRASADA CAPITAL MANAGEMENT, LP	0.02%	36.99K	2.47M	4.69K	+14.53%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.02%	35.12K	2.37M	-2.1K	-5.64%
Mar 31, 2024	MITSUBISHI UFJ TRUST & BANKING CORP	0.02%	48.64K	3.24M	-873	-1.76%
Mar 31, 2024	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.03%	50.93K	3.4M	36.06K	+242.47%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.03%	51.4K	3.47M	973	+1.93%
Mar 31, 2024	RICHARD BERNSTEIN ADVISORS LLC	0.03%	51.81K	3.45M	0	0
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.03%	52.03K	3.47M	1.75K	+3.47%
Mar 31, 2024	APPLIED FUNDAMENTAL RESEARCH, LLC	0.03%	54.28K	3.67M	-1.26K	-2.26%
Mar 31, 2024	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.03%	57.65K	3.84M	18.77K	+48.26%
Mar 31, 2024	STATE OF NEW JERSEY COMMON PENSION FUND D	0.03%	59.6K	3.97M	7.84K	+15.15%
Mar 31, 2024	AMUNDI	0.04%	68.88K	4.28M	4.09K	+6.31%
Mar 31, 2024	DIGITALBRIDGE GROUP, INC.	0.04%	71.63K	4.78M	400	+0.56%
Mar 31, 2024	DIVERSIFIED INVESTMENT STRATEGIES, LLC	0.04%	84.29K	5.62M	-370	-0.44%
Mar 31, 2024	SCHWARTZ INVESTMENT COUNSEL INC	0.05%	97.2K	6.48M	0	0
Mar 31, 2024	YACKTMAN ASSET MANAGEMENT LP	0.24%	471.88K	31.87M	-76.54K	-13.96%
Mar 31, 2024	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0.65%	1.27M	84.45M	-8.1K	-0.64%
Mar 31, 2024	VISION CAPITAL MANAGEMENT, INC.	0.09%	185.47K	12.37M	-1.11K	-0.60%
Mar 31, 2024	STATE STREET CORP	0.11%	223.36K	15.09M	4.52K	+2.06%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.12%	227.78K	15.19M	-5.48K	-2.35%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.12%	232.56K	15.66M	3.79K	+1.66%
Mar 31, 2024	SYSTEMATIC FINANCIAL MANAGEMENT LP	0.12%	234.92K	15.66M	-23	-0.01%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	0.12%	240K	16M	15.14K	+6.73%
Mar 31, 2024	FMR LLC	0.14%	270.23K	18.25M	569	+0.21%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.14%	274.49K	18.3M	-5.93K	-2.11%
Dec 31, 2023	VANGUARD GROUP INC	0.45%	876.92K	62.96M	25.65K	+3.01%
Dec 31, 2023	STATE STREET CORP	0.11%	218.85K	15.71M	12.37K	+5.99%
Dec 31, 2023	FMR LLC	0.14%	269.66K	19.36M	-2.77K	-1.02%
Dec 31, 2023	NORGES BANK	0.14%	274.16K	19.68M	274.16K	+100.00%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.2%	384.11K	27.58M	-6.48K	-1.66%
Dec 31, 2023	BLACKROCK INC.	0.2%	391.69K	28.12M	-4.27K	-1.08%
Dec 31, 2023	ABRAMS CAPITAL MANAGEMENT, L.P.	0.21%	407.03K	29.22M	0	0
Dec 31, 2023	SMEAD CAPITAL MANAGEMENT, INC.	0.27%	534.59K	38.38M	4.68K	+0.88%
Dec 31, 2023	YACKTMAN ASSET MANAGEMENT LP	0.28%	548.42K	39.38M	-125.36K	-18.61%
Dec 31, 2023	SCHARF INVESTMENTS, LLC	0.34%	657.37K	47.2M	82.1K	+14.27%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.01%	13.45K	966.02K	3.61K	+36.67%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.01%	13.86K	994.86K	-2.41K	-14.84%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.01%	13.93K	999.96K	-1.56K	-10.10%
Dec 31, 2023	BARNETT & COMPANY, INC.	0.01%	14.51K	1.04M	700	+5.07%
Dec 31, 2023	PROFICIO CAPITAL PARTNERS LLC	0.01%	14.89K	1.07M	0	0
Dec 31, 2023	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0.01%	15.08K	1.08M	15.08K	+100.00%
Dec 31, 2023	OCCUDO QUANTITATIVE STRATEGIES LP	0.01%	15.21K	1.09M	-2.4K	-13.62%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.01%	15.25K	1.09M	7.22K	+89.95%
Dec 31, 2023	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	15.31K	1.1M	-26.31K	-63.22%
Dec 31, 2023	WINMILL & CO. INC	0.01%	15.93K	1.14M	0	0
Dec 31, 2023	MCDONALD PARTNERS LLC	0.01%	16.33K	1.17M	0	0
Dec 31, 2023	MGO ONE SEVEN LLC	0.01%	16.42K	1.18M	3.34K	+25.50%
Dec 31, 2023	SCHONFELD STRATEGIC ADVISORS LLC	0.01%	23.09K	1.66M	23.09K	+100.00%
Dec 31, 2023	VISION CAPITAL MANAGEMENT, INC.	0.01%	24.98K	1.79M	36	+0.14%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.01%	27.27K	1.96M	161	+0.59%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.01%	28.7K	2.06M	28.7K	+100.00%
Dec 31, 2023	ARROWMARK COLORADO HOLDINGS LLC	0.02%	32K	2.3M	-19K	-37.25%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.02%	32.15K	2.31M	1.07K	+3.45%
Dec 31, 2023	GSA CAPITAL PARTNERS LLP	0.02%	34.77K	2.5M	3.25K	+10.30%
Dec 31, 2023	CIBC WORLD MARKET INC.	0.02%	36.46K	2.62M	-507	-1.37%
Dec 31, 2023	NORTHERN TRUST CORP	0.02%	36.47K	2.62M	3.62K	+11.03%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.02%	37.22K	2.67M	6.26K	+20.22%
Dec 31, 2023	CITADEL ADVISORS LLC	0.02%	39.82K	2.86M	39.82K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.02%	46.99K	3.37M	-3.88K	-7.62%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.02%	48.7K	3.5M	39K	+402.08%
Dec 31, 2023	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.03%	49.73K	3.57M	-30.4K	-37.94%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.03%	50.42K	3.62M	1.74K	+3.58%
Dec 31, 2023	OLD WEST INVESTMENT MANAGEMENT, LLC	0.03%	52.3K	3.75M	-123.94K	-70.33%
Dec 31, 2023	APPLIED FUNDAMENTAL RESEARCH, LLC	0.03%	55.54K	3.99M	-1K	-1.77%
Dec 31, 2023	BRUCE & CO., INC.	0.04%	70.81K	5.08M	0	0
Dec 31, 2023	MORGAN STANLEY	0.04%	71.11K	5.11M	-1.96K	-2.68%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.04%	74.13K	5.32M	4.36K	+6.25%
Dec 31, 2023	PARKWOOD LLC	0.04%	84.41K	6.06M	84.41K	+100.00%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.04%	85.87K	6.17M	85.87K	+100.00%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.05%	101.25K	7.27M	-3.78K	-3.60%
Dec 31, 2023	MARSHALL WACE, LLP	0.06%	107.81K	7.74M	-28.1K	-20.68%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.06%	123.14K	8.84M	61.03K	+98.27%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.07%	145.26K	10.43M	-8.82K	-5.72%
Dec 31, 2023	SOUTHPOINT CAPITAL ADVISORS LP	0.08%	150K	10.77M	150K	+100.00%
Dec 31, 2023	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.08%	156.36K	11.23M	0	0

Insiders

Insiders	Designation	Shares Held
SHOEN MARK V	10 percent owner	8.15M
WILLOW GROVE HOLDINGS LP	10 percent owner	8.15M
SHOEN EDWARD J	President	8.15M
BROGAN JOHN P.	director	46.99K
SCHMIDT KARL A.	director	23K
GROGAN JAMES J	director	1.85K
HERRERA RICHARD JAY	director	90
MARTZ CARRIE	director	5

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 18, 2025	WILLOW GROVE HOLDINGS LP	PURCHASE	11.80	229.52K	2.71M	8.15M
Sep 18, 2025	SHOEN EDWARD J	PURCHASE	11.80	229.52K	2.71M	8.15M
Sep 18, 2025	SHOEN MARK V	PURCHASE	11.80	229.52K	2.71M	8.15M
Feb 26, 2025	SHOEN MARK V	SALE	65.03	12.5K	812.89K	654.71K
Feb 21, 2025	SHOEN MARK V	SALE	66.03	192	12.68K	667.21K
Feb 20, 2025	SHOEN MARK V	SALE	66.40	123	8.17K	667.5K
Nov 16, 2023	SHOEN MARK V	SALE	52.43	132.5K	6.95M	0
Jun 13, 2023	SCHMIDT KARL A.	PURCHASE	49.65	500	24.83K	23K
Mar 23, 2023	SHOEN MARK V	PURCHASE	56.41	24.9K	1.4M	24.9K
Mar 23, 2023	SHOEN EDWARD J	PURCHASE	56.41	24.9K	1.4M	24.9K
Mar 23, 2023	WILLOW GROVE HOLDINGS LP	PURCHASE	56.41	24.9K	1.4M	24.9K
Feb 15, 2023	BROGAN JOHN P.	SALE	58.69	3K	176.07K	46.99K
Jan 03, 2023	BROGAN JOHN P.	PURCHASE	54.69	37	2K	49.99K
Dec 08, 2022	HERRERA RICHARD JAY	PURCHASE	61.90	90	5.57K	90
Dec 08, 2022	SHOEN MARK V	PURCHASE	64.87	27.03K	1.75M	1.24M
Dec 08, 2022	SHOEN EDWARD J	PURCHASE	64.86	27.03K	1.75M	1.24M
Dec 08, 2022	WILLOW GROVE HOLDINGS LP	PURCHASE	64.86	27.03K	1.75M	1.24M
Dec 07, 2022	SHOEN MARK V	PURCHASE	63.77	35.01K	2.23M	1.11M
Dec 07, 2022	WILLOW GROVE HOLDINGS LP	PURCHASE	63.81	35.01K	2.23M	1.11M
Dec 07, 2022	SHOEN EDWARD J	PURCHASE	63.81	35.01K	2.23M	1.11M
Nov 30, 2022	SHOEN EDWARD J	PURCHASE	61.88	20.8K	1.29M	1.07M
Nov 30, 2022	WILLOW GROVE HOLDINGS LP	PURCHASE	61.88	20.8K	1.29M	1.07M
Nov 30, 2022	SHOEN MARK V	PURCHASE	61.88	20.8K	1.29M	1.07M
Nov 29, 2022	WILLOW GROVE HOLDINGS LP	PURCHASE	59.99	200	12K	924.2K
Nov 29, 2022	SHOEN EDWARD J	PURCHASE	59.99	200	12K	924.2K
Nov 29, 2022	SHOEN MARK V	PURCHASE	59.99	200	12K	924.2K
Nov 28, 2022	SHOEN MARK V	PURCHASE	58.86	92.3K	5.43M	695.45K
Nov 28, 2022	SHOEN EDWARD J	PURCHASE	58.86	92.3K	5.43M	695.45K
Nov 28, 2022	WILLOW GROVE HOLDINGS LP	PURCHASE	58.86	92.3K	5.43M	695.45K
Nov 25, 2022	GROGAN JAMES J	PURCHASE	60.20	400	24.08K	1.85K
Nov 23, 2022	GROGAN JAMES J	PURCHASE	58.50	428	25.04K	1.33K
Nov 18, 2022	WILLOW GROVE HOLDINGS LP	PURCHASE	55.79	3.55K	198.04K	602.55K
Nov 18, 2022	SHOEN MARK V	PURCHASE	55.79	3.55K	198.04K	602.55K
Nov 18, 2022	SHOEN EDWARD J	PURCHASE	55.79	3.55K	198.04K	602.55K
Nov 17, 2022	SHOEN MARK V	PURCHASE	52.71	63.06K	3.32M	387.06K
Nov 17, 2022	SHOEN EDWARD J	PURCHASE	52.71	63.06K	3.32M	387.06K
Nov 17, 2022	WILLOW GROVE HOLDINGS LP	PURCHASE	52.71	63.06K	3.32M	387.06K
Nov 16, 2022	WILLOW GROVE HOLDINGS LP	PURCHASE	52.75	47.09K	2.48M	47.09K
Nov 16, 2022	SHOEN EDWARD J	PURCHASE	52.75	47.09K	2.48M	47.09K
Nov 16, 2022	SHOEN MARK V	PURCHASE	52.75	47.09K	2.48M	47.09K
Jun 10, 2022	SCHMIDT KARL A.	PURCHASE	471.50	200	94.3K	2.5K
Dec 16, 2021	SHOEN EDWARD J	SALE	720.75	14.75K	10.63M	32
Dec 10, 2021	BROGAN JOHN P.	SALE	706.20	250	176.55K	5.55K
Jun 16, 2021	MARTZ CARRIE	PURCHASE	536.86	5	2.68K	5
Jun 15, 2021	SHOEN EDWARD J	PURCHASE	538.00	1.03K	553.06K	8.42M
Jun 15, 2021	WILLOW GROVE HOLDINGS LP	PURCHASE	552.06	80K	44.16M	829.97K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE688.55K3

SALES00

NET SHARES688.55K3

SHARES HELD24.45M3

% NET SHARES-97.18%0%

UHAL Stock Ownership Breakdown

U-Haul

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