How many institutions own USLM 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 USLM shares is 303, representing 31.29% of the company's common stock.

Who are the major shareholders selling United States Lime & Minerals, Inc. stock?

CHARLES SCHWAB INVESTMENT MANAGEMENT INC, in the last quarter, reduced its stake in USLM by -3.05% restricting it's holding to 88.36 thousand shares of worth nearly $10.58M. STATE STREET CORP also lessened -1.57% of the USLM shares from its portfolio, reducing its holding to 237.41 thousand shares of worth $28.43M. WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC also shunned USLM shares holding by -18.09% last quarter which brought its holding to 272.86 thousand shares worth $32.67M.

Investors who are buying USLM stock?

As per its latest 13F filing, VIDENT ADVISORY, LLC increased its stake in USLM by 7.84% in the last quarter. The institutional holder raised its holding to 22.99 thousand shares having worth more than $2.75M. also added 100% more shares of USLM to its portfolio, raising its holding to 55.93 thousand shares of worth $6.70M. ROYCE & ASSOCIATES LP also increased its USLM shares holding by 4.08% which brought its holding to 57.62 thousand shares worth $6.90M.

USLM's major insiders: who are they?

The insider with the most stakes in USLM is INBERDON ENTERPRISES LTD , 10 percent owner at the company. Additionally, USLM stock is highly held by President & CEO BYRNE TIMOTHY W and director HUGHES BILL among others.

Did an insider recently sell USLM stock?

Company executives, directors, and other insiders own 62.6% percent of United States Lime & Minerals, Inc.'s stock. Within the last six months, there have been 2 transaction(s) in which USLM insiders have sold stock, totaling 1.99K shares. Insiders that have sold shares include BYRNE TIMOTHY W, DUHE SANDRA C, and O'NEILL NATHAN.

Which insider recently purchased USLM stock?

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

How much of USLM does insiders own?

Around 184.96K United States Lime & Minerals, Inc. shares are held by insiders, which represents about 62.6% of USLM stock.

Who is the insider with the largest stake?

USLM 10 percent owner, INBERDON ENTERPRISES LTD holds the largest portfolio of the company's shares. USLM shares owned by INBERDON total nearly 3.53 million.

Which institution holds the most shares in USLM?

VIDENT ADVISORY, LLC is the largest institutional owner in USLM which holds 22.99 thousand shares worth $2.75M or 0.08% of the total USLM shares outstanding followed by with ownership of 55.93 thousand shares representing 0.2% of the USLM ownership. ROYCE & ASSOCIATES LP is the third largest stakeholder with 57.62 thousand shares or 0.2% of the ownership worth more than $6.90M.

Is United States Lime & Minerals, Inc. stock optionable?

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

Is there a short position on USLM's shares?

Number of USLM shares short is 448.65K. 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 USLM shares are there?

As of today, 28.64M shares of USLM are outstanding.

Is there many float in USLM 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, USLM has 10.65M shares in float.

USLM 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 USLM is 3.13.

United States Lime & Minerals (USLM) 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 Shares1.57

Short Percent Of Float4.19

Shares Outstanding28.64M

Shares Float10.65M

Shares Short448.65K

Short Ratio3.13

4.19%

Short % of Float

1.57%

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

62.6% Percentage of Shares held by All Insiders

31.29% Percentage of Shares held by All Institutions

83.64% Percentage of Float held by Institutions

303

Number of Institutions Holding Shares

Institutional Ownership

About 31.29% of USLM shares are held by financial institutions. VIDENT ADVISORY, LLC is the top corporate investor, holding 22.99K shares valued at $2.75M. A 0.08% stake in United States Lime & Minerals, Inc. is owned by the company. owns 55.93K shares valued at $6.70M, which translates its holding of 0.2% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	VIDENT ADVISORY, LLC	0.08%	22.99K	2.75M	1.67K	+7.84%
Dec 31, 2025		0.2%	55.93K	6.7M	55.93K	+100.00%
Dec 31, 2025	ROYCE & ASSOCIATES LP	0.2%	57.62K	6.9M	2.26K	+4.08%
Dec 31, 2025	SEGALL BRYANT & HAMILL, LLC	0.22%	63.14K	7.56M	2.81K	+4.65%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.31%	88.36K	10.58M	-2.78K	-3.05%
Dec 31, 2025	COPELAND CAPITAL MANAGEMENT, LLC	0.65%	185.96K	22.27M	34.56K	+22.83%
Dec 31, 2025	STATE STREET CORP	0.83%	237.41K	28.43M	-3.79K	-1.57%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.83%	238.92K	28.61M	30.17K	+14.45%
Dec 31, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.95%	272.86K	32.67M	-60.24K	-18.09%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.14%	325.92K	39.03M	30.46K	+10.31%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.19%	341.75K	40.93M	-598	-0.17%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	2.23%	639.34K	76.55M	-43.32K	-6.35%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.63%	753.29K	90.21M	-12.97K	-1.69%
Dec 31, 2025	VANGUARD GROUP INC	3.24%	927.18K	111.02M	58.98K	+6.79%
Dec 31, 2025	BLACKROCK, INC.	3.54%	1.01M	121.44M	20.99K	+2.11%
Dec 31, 2025	ROYAL BANK OF CANADA	0.04%	11.63K	1.39M	2.74K	+30.82%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	12.32K	1.48M	394	+3.30%
Dec 31, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.05%	13.36K	1.61M	1.51K	+12.78%
Dec 31, 2025	CBOE VEST FINANCIAL, LLC	0.05%	13.9K	1.66M	1.42K	+11.38%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.05%	13.98K	1.67M	2.95K	+26.70%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.05%	14.39K	1.72M	7.58K	+111.20%
Dec 31, 2025	HRT FINANCIAL LP	0.05%	15.61K	1.87M	15.61K	+100.00%
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.05%	15.63K	1.87M	-9.34K	-37.40%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.06%	17.18K	2.06M	-1.45K	-7.80%
Dec 31, 2025	NUVEEN, LLC	0.07%	18.9K	2.26M	0	0
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.07%	19.15K	2.29M	6.71K	+53.96%
Dec 31, 2025	RHUMBLINE ADVISERS	0.07%	19.27K	2.31B	-2.75K	-12.48%
Dec 31, 2025	UBS GROUP AG	0.08%	22.33K	2.67M	-5.05K	-18.43%
Dec 31, 2025	SWISS NATIONAL BANK	0.08%	22.6K	2.71M	400	+1.80%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.09%	27.07K	3.24M	5.91K	+27.92%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	29.12K	3.49M	-16.13K	-35.64%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.11%	30.91K	3.7M	15.21K	+96.83%
Dec 31, 2025	HERITAGE INVESTORS MANAGEMENT CORP	0.11%	31.24K	3.74M	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.14%	39.43K	4.72M	21.83K	+124.04%
Dec 31, 2025	LINDEN THOMAS ADVISORY SERVICES, LLC	0.14%	40.08K	4.8M	-551	-1.36%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.14%	41.22K	4.94M	-10.57K	-20.41%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.16%	46.51K	5.57M	-688	-1.46%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.17%	47.38K	5.67M	196	+0.42%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.22%	62.42K	7.47M	-8.55K	-12.04%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.22%	63.87K	7.65M	6.63K	+11.57%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.24%	68.28K	8.18M	-478	-0.70%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.28%	79.13K	9.48M	10.48K	+15.26%
Dec 31, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.08%	23.67K	2.83M	-5.84K	-19.78%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	0.1%	29.56K	3.54M	0	0
Dec 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.14%	39.12K	4.68M	1.6K	+4.26%
Dec 31, 2025	ESTUARY CAPITAL MANAGEMENT LP	0.15%	42.69K	5.11M	42.69K	+100.00%
Dec 31, 2025	FMR LLC	0.22%	64.08K	7.67M	13.24K	+26.04%
Dec 31, 2025	ALGERT GLOBAL LLC	0.32%	92.09K	11.03M	-26.12K	-22.10%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.34%	97.9K	11.72M	750	+0.77%
Dec 31, 2025	INVESCO LTD.	0.41%	116.76K	13.98M	-38.43K	-24.76%
Dec 31, 2025	NORTHERN TRUST CORP	0.43%	123.79K	14.82M	172	+0.14%
Dec 31, 2025	ARROWMARK COLORADO HOLDINGS LLC	0.67%	192.64K	23.07M	-10.37K	-5.11%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.87%	250.06K	29.94M	6K	+2.46%
Dec 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.14%	326.14K	39.05M	10.83K	+3.43%
Dec 31, 2025	SELECT EQUITY GROUP, L.P.	1.28%	367.31K	43.98M	-51.42K	-12.28%
Dec 31, 2025	AM INVESTMENT STRATEGIES LLC	0.05%	15K	1.8M	0	0
Dec 31, 2025	DEUTSCHE BANK AG\	0.04%	10.17K	1.22M	-17.33K	-63.02%
Dec 31, 2025	Y-INTERCEPT (HONG KONG) LTD	0.04%	10.39K	1.24M	10.39K	+100.00%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.04%	10.62K	1.27M	-72	-0.67%
Dec 31, 2025	ROUND ROCK ADVISORS, LLC	0.04%	10.89K	1.3M	4.47K	+69.58%
Dec 31, 2025	TD ASSET MANAGEMENT INC	0.04%	10.95K	1.31M	0	0
Dec 31, 2025	JUMP FINANCIAL, LLC	0.04%	11.08K	1.33M	-12.47K	-52.94%
Dec 31, 2025	BARCLAYS PLC	0.09%	24.5K	2.93M	1.49K	+6.49%
Dec 31, 2025	JPMORGAN CHASE & CO	0.09%	24.52K	2.94M	-19.45K	-44.23%
Dec 31, 2025	CARDINAL CAPITAL MANAGEMENT	0.16%	44.51K	5.33M	-20	-0.04%
Dec 31, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	0.25%	70.94K	8.49M	5.05K	+7.67%
Dec 31, 2025	TUDOR INVESTMENT CORP ET AL	0.12%	34.97K	4.19M	10K	+40.07%
Dec 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.13%	38.55K	4.62M	-8.5K	-18.07%
Dec 31, 2025	MORGAN STANLEY	0.25%	70.92K	8.49M	7.58K	+11.96%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.03%	8.54K	1.02M	2.97K	+53.35%
Dec 31, 2025	MORAN WEALTH MANAGEMENT, LLC	0.03%	8.74K	1.05M	731	+9.13%
Dec 31, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.03%	9.11K	1.09M	9.11K	+100.00%
Dec 31, 2025	SEI INVESTMENTS CO	0.03%	9.95K	1.19M	5.54K	+125.75%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.25%	70.97K	9.34M	17.63K	+33.06%
Sep 30, 2025	FMR LLC	0.18%	50.85K	6.69M	5.77K	+12.79%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.18%	51.79K	6.81M	-105.06K	-66.98%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.2%	57.25K	7.53M	1.62K	+2.92%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.24%	68.66K	9.03M	1.56K	+2.32%
Sep 30, 2025	ARROWMARK COLORADO HOLDINGS LLC	0.71%	203K	26.71M	203K	+100.00%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.73%	208.76K	27.46M	15.89K	+8.24%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.68%	766.26K	100.8M	-37.82K	-4.70%
Sep 30, 2025	VANGUARD GROUP INC	3.03%	868.2K	114.21M	38.77K	+4.67%
Sep 30, 2025	BLACKROCK, INC.	3.47%	993.25K	130.66M	-49.32K	-4.73%
Sep 30, 2025	HERITAGE INVESTORS MANAGEMENT CORP	0.11%	31.24K	4.11M	-3	-0.01%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.13%	37.52K	4.94M	-36.56K	-49.35%
Sep 30, 2025	ROYCE & ASSOCIATES LP	0.19%	55.36K	7.28M	-54.71K	-49.71%
Sep 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.21%	60.33K	7.94M	60.33K	+100.00%
Sep 30, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	0.23%	65.88K	8.67M	356	+0.54%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.24%	68.76K	9.05M	11.99K	+21.12%
Sep 30, 2025	NORTHERN TRUST CORP	0.43%	123.62K	16.26M	17.06K	+16.01%
Sep 30, 2025	COPELAND CAPITAL MANAGEMENT, LLC	0.53%	151.4K	19.92M	151.4K	+100.00%
Sep 30, 2025	INVESCO LTD.	0.54%	155.2K	20.42M	86.63K	+126.35%
Sep 30, 2025	TUDOR INVESTMENT CORP ET AL	0.09%	24.97K	3.28M	-41.35K	-62.35%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.02%	6.81K	896.44K	1.05K	+18.30%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.02%	7.04K	926K	698	+11.01%
Sep 30, 2025	HSBC HOLDINGS PLC	0.03%	7.23K	941.35K	-2.49K	-25.64%
Sep 30, 2025	JAMES INVESTMENT RESEARCH INC	0.03%	7.97K	1.05M	0	0
Sep 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0.03%	8.01K	1.05M	233	+3.00%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.03%	8.31K	1.09M	8.31K	+100.00%
Sep 30, 2025	CYNOSURE GROUP, LLC	0.03%	8.45K	1.11M	0	0
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.04%	10.69K	1.41M	-929	-7.99%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.04%	10.95K	1.44M	10.95K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.04%	11.03K	1.45M	11.03K	+100.00%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.04%	11.84K	1.56M	7.09K	+148.96%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.04%	12.24K	1.61M	3.29K	+36.70%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.04%	12.44K	1.64M	3.89K	+45.53%
Sep 30, 2025	CBOE VEST FINANCIAL, LLC	0.04%	12.48K	1.64M	1.85K	+17.39%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.05%	13.2K	1.74M	0	0
Sep 30, 2025	MORGAN STANLEY	0.22%	63.34K	8.33M	-92.39K	-59.33%
Sep 30, 2025	CADENT CAPITAL ADVISORS, LLC	0.05%	13.88K	1.83M	13.88K	+100.00%
Sep 30, 2025	AM INVESTMENT STRATEGIES LLC	0.05%	15K	1.97M	0	0
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.06%	17.3K	2.28M	-1.94K	-10.06%
Sep 30, 2025	VERITION FUND MANAGEMENT LLC	0.09%	24.97K	3.28M	3.66K	+17.19%
Sep 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.1%	29.51K	3.88M	6K	+25.53%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.1%	29.56K	3.89M	-6.48K	-17.98%
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.16%	47.05K	6.19M	0	0
Sep 30, 2025	SWISS NATIONAL BANK	0.08%	22.2K	2.92M	300	+1.37%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.08%	23.55K	3.1M	-20.01K	-45.94%
Sep 30, 2025	UBS GROUP AG	0.1%	27.38K	3.6M	-7.64K	-21.81%
Sep 30, 2025	DEUTSCHE BANK AG\	0.1%	27.49K	3.62M	-12.94K	-32.01%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.16%	47.19K	6.21M	6.17K	+15.03%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.16%	47.2K	6.21M	30	+0.06%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.05%	15.7K	2.07M	-12.74K	-44.80%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.07%	18.63K	2.45M	-4.91K	-20.85%
Sep 30, 2025	NUVEEN, LLC	0.07%	18.9K	2.49M	-548	-2.82%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	21.16K	2.78M	21.16K	+100.00%
Sep 30, 2025	LINDEN THOMAS ADVISORY SERVICES, LLC	0.14%	40.63K	5.35M	-44	-0.11%
Sep 30, 2025	JPMORGAN CHASE & CO	0.15%	43.96K	5.78M	16.22K	+58.48%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	45.25K	5.95M	-12.89K	-22.18%
Sep 30, 2025	CARDINAL CAPITAL MANAGEMENT	0.16%	44.53K	5.86M	-12.96K	-22.54%
Sep 30, 2025	VIDENT ADVISORY, LLC	0.07%	21.32K	2.8M	21.32K	+100.00%
Sep 30, 2025	RHUMBLINE ADVISERS	0.08%	22.01K	2.9M	4.47K	+25.46%
Sep 30, 2025	ALGERT GLOBAL LLC	0.41%	118.21K	15.55M	36.08K	+43.92%
Sep 30, 2025	BARCLAYS PLC	0.08%	23K	3.03M	-7.42K	-24.39%
Sep 30, 2025	JANE STREET GROUP, LLC	0.09%	24.39K	3.21M	-8.3K	-25.38%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.32%	91.14K	11.99M	-11.22K	-10.96%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.34%	97.15K	12.78M	-37.3K	-27.75%
Sep 30, 2025	STATE STREET CORP	0.84%	241.2K	31.73M	-8.5K	-3.40%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.85%	244.06K	32.11M	4.5K	+1.88%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.03%	295.46K	38.87M	-1.02K	-0.34%
Sep 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.1%	315.31K	41.48M	315.31K	+100.00%
Sep 30, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.16%	333.1K	43.82M	-24.59K	-6.87%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.2%	342.35K	45.04M	8.67K	+2.60%
Sep 30, 2025	SELECT EQUITY GROUP, L.P.	1.46%	418.73K	55.08M	62.54K	+17.56%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	2.38%	682.66K	89.8M	-33.19K	-4.64%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.19%	53.33K	5.32M	14.54K	+37.49%
Jun 30, 2025	VANGUARD GROUP INC	2.9%	829.43K	82.78M	21.06K	+2.61%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.81%	804.09K	80.25M	-14.59K	-1.78%
Jun 30, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.25%	357.69K	35.7M	70.46K	+24.53%
Jun 30, 2025	SELECT EQUITY GROUP, L.P.	1.24%	356.19K	35.55M	16.4K	+4.83%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.17%	333.68K	33.3M	9.14K	+2.82%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.67%	192.87K	19.25M	142.31K	+281.46%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.55%	156.85K	15.65M	-36.54K	-18.89%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	2.5%	715.85K	71.44M	-49.4K	-6.46%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.04%	296.48K	29.59M	3K	+1.02%
Jun 30, 2025	STATE STREET CORP	0.87%	249.7K	24.92M	6.25K	+2.57%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.84%	239.57K	23.91M	-5.47K	-2.23%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.47%	134.45K	13.42M	13.48K	+11.14%
Jun 30, 2025	ROYCE & ASSOCIATES LP	0.38%	110.08K	10.99M	-135.19K	-55.12%
Jun 30, 2025	NORTHERN TRUST CORP	0.37%	106.56K	10.63M	-1.37K	-1.27%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.36%	102.36K	10.22M	1.89K	+1.88%
Jun 30, 2025	ALGERT GLOBAL LLC	0.29%	82.13K	8.2M	21.53K	+35.53%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.26%	74.08K	7.39M	28.66K	+63.12%
Jun 30, 2025	INVESCO LTD.	0.24%	68.57K	6.84M	-12.1K	-15.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.23%	67.1K	6.7M	15.24K	+29.39%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.23%	66.32K	6.62M	4.78K	+7.77%
Jun 30, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	0.23%	65.53K	6.54M	10.46K	+18.99%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	58.14K	5.8M	-11.45K	-16.45%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.19%	55.63K	5.55M	3.8K	+7.34%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.16%	47.17K	4.71M	28.03K	+146.48%
Jun 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.16%	47.05K	4.7M	-350	-0.74%
Jun 30, 2025	FMR LLC	0.16%	45.08K	4.5M	2.1K	+4.88%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.15%	43.55K	4.35M	25.55K	+141.95%
Jun 30, 2025	LINDEN THOMAS ADVISORY SERVICES, LLC	0.14%	40.68K	4.06M	-383	-0.93%
Jun 30, 2025	DEUTSCHE BANK AG\	0.14%	40.44K	4.04M	13.67K	+51.09%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.13%	36.04K	3.6M	4.15K	+13.01%
Jun 30, 2025	UBS GROUP AG	0.12%	35.01K	3.49M	21.08K	+151.23%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.12%	33.05K	3.3M	-27.63K	-45.53%
Jun 30, 2025	JANE STREET GROUP, LLC	0.11%	32.69K	3.26M	-19.25K	-37.06%
Jun 30, 2025	BARCLAYS PLC	0.11%	30.42K	3.04M	9.55K	+45.75%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.1%	27.42K	2.74M	27.42K	+100.00%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.1%	27.42K	2.74M	14.15K	+106.56%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.09%	27.04K	2.7M	-4.83K	-15.16%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.08%	23.54K	2.35M	0	0
Jun 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.08%	23.51K	2.35M	15.31K	+186.66%
Jun 30, 2025	HERITAGE INVESTORS MANAGEMENT CORP	0.11%	31.25K	3.12M	0	0
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.1%	28.45K	2.84M	10.51K	+58.60%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.08%	23.07K	2.3M	-395	-1.68%
Jun 30, 2025	CARDINAL CAPITAL MANAGEMENT	0.2%	57.49K	5.74M	-745	-1.28%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.2%	56.77K	5.67M	-5.77K	-9.22%
Jun 30, 2025	JPMORGAN CHASE & CO	0.1%	27.74K	2.77M	-23.18K	-45.52%
Jun 30, 2025	BLACKROCK, INC.	3.64%	1.04M	104.05M	6.89K	+0.66%
Jun 30, 2025	MORGAN STANLEY	0.54%	155.73K	15.54M	26.18K	+20.21%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.14%	41.16K	4.11M	-12.37K	-23.11%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.14%	41.02K	4.09M	3.61K	+9.64%
Mar 31, 2025	JPMORGAN CHASE & CO	0.18%	50.92K	4.5M	-11.82K	-18.84%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.21%	60.68K	5.36M	52.2K	+615.16%
Mar 31, 2025	FMR LLC	0.15%	42.98K	3.8M	23.57K	+121.40%
Mar 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.17%	47.4K	4.19M	-450	-0.94%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.19%	53.54K	4.73M	53.54K	+100.00%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.14%	38.79K	3.43M	-11.5K	-22.86%
Mar 31, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	0.19%	55.07K	4.87M	3.91K	+7.64%
Mar 31, 2025	CARDINAL CAPITAL MANAGEMENT	0.2%	58.24K	5.15M	164	+0.28%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.86%	245.03K	21.66M	-262.51K	-51.72%
Mar 31, 2025	BARCLAYS PLC	0.07%	20.87K	1.85M	-2.05K	-8.96%
Mar 31, 2025		0.09%	25.46K	2.25M	25.46K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.09%	26.47K	2.34M	-738	-2.71%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.09%	26.7K	2.36M	26.7K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.18%	51.94K	4.59M	22.59K	+76.99%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	69.59K	6.15M	16K	+29.84%
Mar 31, 2025	INVESCO LTD.	0.28%	80.67K	7.13M	-120.28K	-59.86%
Mar 31, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1%	287.23K	25.39M	11.04K	+4.00%
Mar 31, 2025	HERITAGE INVESTORS MANAGEMENT CORP	0.11%	31.25K	2.76M	0	0
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.11%	31.87K	2.82M	-39.73K	-55.49%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.86%	818.67K	72.35M	-27.08K	-3.20%
Mar 31, 2025	BLACKROCK, INC.	3.62%	1.04M	91.53M	50.05K	+5.08%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.03%	293.48K	25.94M	73.89K	+33.65%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	2.68%	765.25K	67.63M	23.3K	+3.14%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.13%	37.41K	3.31M	4.16K	+12.49%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.08%	23.46K	2.07M	16.34K	+229.55%
Mar 31, 2025	SWISS NATIONAL BANK	0.08%	22.2K	1.96M	-300	-1.33%
Mar 31, 2025	SELECT EQUITY GROUP, L.P.	1.19%	339.79K	30.03M	11.43K	+3.48%
Mar 31, 2025	STATE STREET CORP	0.85%	243.45K	21.52M	-8.05K	-3.20%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	0.19%	53.34K	4.75M	-2.84K	-5.05%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.21%	61.4K	5.43M	-29.75K	-32.64%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.22%	61.53K	5.44M	38.57K	+167.99%
Mar 31, 2025	ROYCE & ASSOCIATES LP	0.86%	245.27K	21.68M	-22.23K	-8.31%
Mar 31, 2025	VANGUARD GROUP INC	2.83%	808.37K	71.44M	94.15K	+13.18%
Mar 31, 2025	ALGERT GLOBAL LLC	0.21%	60.6K	5.36M	20.44K	+50.91%
Mar 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.16%	45.41K	4.01M	4.9K	+12.10%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.14%	324.54K	28.69M	10.01K	+3.18%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.18%	50.56K	4.47M	-24.27K	-32.44%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.08%	23.54K	2.08M	306	+1.32%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.11%	31.89K	2.82M	0	0
Mar 31, 2025	WALLEYE CAPITAL LLC	0.12%	32.88K	2.91M	26.38K	+405.57%
Mar 31, 2025	DEUTSCHE BANK AG\	0.09%	26.76K	2.37M	17.02K	+174.57%
Mar 31, 2025	LINDEN THOMAS ADVISORY SERVICES, LLC	0.14%	41.06K	3.63M	-111	-0.27%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.42%	120.97K	10.69M	88.43K	+271.78%
Mar 31, 2025	NORTHERN TRUST CORP	0.38%	107.93K	9.54M	-4K	-3.57%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.35%	100.47K	8.88M	4.32K	+4.49%
Mar 31, 2025	MORGAN STANLEY	0.45%	129.55K	11.45M	50.02K	+62.89%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.22%	62.54K	5.53M	14.27K	+29.56%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.18%	51.86K	4.58M	30.82K	+146.49%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.18%	51.82K	4.58M	160	+0.31%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.68%	193.39K	17.09M	129.53K	+202.86%
Mar 31, 2024	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.02%	1.22K	364.63K	1.22K	+100.00%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.02%	1.24K	368.44K	-218	-14.99%
Mar 31, 2024	MINERVA ADVISORS LLC	0.02%	1.25K	371.49K	-3.3K	-72.50%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.02%	1.29K	385.2K	1.29K	+100.00%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.02%	1.32K	394K	-50	-3.64%
Mar 31, 2024	SOUND VIEW WEALTH ADVISORS GROUP, LLC	0.03%	1.53K	454.66K	0	0
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.03%	1.59K	472.85K	1.59K	+100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0.09%	4.87K	1.45M	-1.72K	-26.06%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.25%	14.3K	4.26M	-3.97K	-21.74%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.29%	16.28K	4.85M	373	+2.34%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.29%	16.68K	4.97M	-403	-2.36%
Mar 31, 2024	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.34%	19.63K	5.85M	-4K	-16.93%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	2.76%	157.01K	46.81M	-6.55K	-4.00%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	4.04%	230.05K	68.59M	-68.42K	-22.92%
Mar 31, 2024	NORTHERN TRUST CORP	0.38%	21.52K	6.41M	-270	-1.24%
Mar 31, 2024	DIAMOND HILL CAPITAL MANAGEMENT INC	0.47%	26.78K	7.99M	-2.51K	-8.57%
Mar 31, 2024	INVESCO LTD.	0.72%	40.94K	12.21M	-1.79K	-4.18%
Mar 31, 2024	STATE STREET CORP	0.82%	46.57K	13.88M	1.06K	+2.33%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.83%	47.28K	14.1M	1.35K	+2.94%
Mar 31, 2024	VANGUARD GROUP INC	2%	114.04K	34M	2.53K	+2.27%
Mar 31, 2024	ROYCE & ASSOCIATES LP	2.02%	115.1K	34.32M	-25.84K	-18.33%
Mar 31, 2024	BLACKROCK INC.	3.84%	218.67K	65.19M	49.71K	+29.42%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	3.96%	225.32K	67.18M	-2.59K	-1.14%
Mar 31, 2024	NAVELLIER & ASSOCIATES INC	0.03%	1.64K	490.14K	-54	-3.18%
Mar 31, 2024	NEBULA RESEARCH & DEVELOPMENT LLC	0.03%	1.65K	492.83K	540	+48.52%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.03%	1.71K	509K	1.71K	+100.00%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.03%	1.75K	522.04K	-1.6K	-47.67%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.03%	1.76K	525.32K	-692	-28.20%
Mar 31, 2024	JANE STREET GROUP, LLC	0.03%	1.79K	532.18K	1.79K	+100.00%
Mar 31, 2024	CREDIT SUISSE AG/	0.03%	1.86K	554.84K	0	0
Mar 31, 2024	STRS OHIO	0.03%	1.9K	566K	-600	-24.00%
Mar 31, 2024	ELLSWORTH ADVISORS, LLC	0.03%	1.95K	569.91K	1.95K	+100.00%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.04%	2K	595.98K	-147	-6.85%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.04%	2.04K	311.03K	2.04K	+100.00%
Mar 31, 2024	JAMES INVESTMENT RESEARCH INC	0.04%	2.07K	617.15K	0	0
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.04%	2.21K	658.89K	1.2K	+118.81%
Mar 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.04%	2.26K	672.9K	-109	-4.61%
Mar 31, 2024	UBS GROUP AG	0.04%	2.38K	708.38K	-654	-21.58%
Mar 31, 2024	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.05%	2.8K	834.79K	0	0
Mar 31, 2024	BARCLAYS PLC	0.05%	2.92K	870K	-1.41K	-32.54%
Mar 31, 2024	RHUMBLINE ADVISERS	0.05%	3.12K	930.49K	92	+3.04%
Mar 31, 2024	CUBIST SYSTEMATIC STRATEGIES, LLC	0.06%	3.51K	1.05M	3.51K	+100.00%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.07%	3.94K	1.18M	1.46K	+58.52%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.14%	8.08K	2.41M	1.77K	+28.08%
Mar 31, 2024	LINDEN THOMAS ADVISORY SERVICES, LLC	0.14%	8.21K	2.45M	89	+1.10%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.18%	10.49K	3.13M	9.5K	+958.43%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.21%	11.87K	3.54M	671	+5.99%
Mar 31, 2024	CARDINAL CAPITAL MANAGEMENT	0.25%	14.22K	4.24M	1.07K	+8.16%
Mar 31, 2024	AM INVESTMENT STRATEGIES LLC	0.07%	4K	1.19M	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0.07%	4.1K	1.22M	565	+15.97%
Mar 31, 2024	HSBC HOLDINGS PLC	0.07%	4.12K	1.23M	4.12K	+100.00%
Mar 31, 2024	SWISS NATIONAL BANK	0.08%	4.5K	1.34M	0	0
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.08%	4.67K	1.39M	-435	-8.52%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.09%	5.12K	1.53M	2.36K	+85.53%
Mar 31, 2024	HERITAGE INVESTORS MANAGEMENT CORP	0.11%	6.45K	1.92M	-1.68K	-20.66%
Mar 31, 2024	MORGAN STANLEY	0.11%	6.54K	1.95M	-332	-4.83%
Mar 31, 2024	TEACHER RETIREMENT SYSTEM OF TEXAS	0.12%	6.75K	2.01M	3.6K	+114.19%
Mar 31, 2024	CYNOSURE MANAGEMENT, LLC	0.02%	1.08K	321.99K	1.08K	+100.00%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.02%	1.13K	335K	-26	-2.26%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.02%	1.14K	341.07K	0	0
Mar 31, 2024	EXCHANGE TRADED CONCEPTS, LLC	0.02%	1.2K	357.47K	-519	-30.21%
Mar 31, 2024	JUMP FINANCIAL, LLC	0.02%	1.2K	357.77K	-1.1K	-47.83%
Mar 31, 2024	ALPS ADVISORS INC	0.02%	1.2K	358.96K	-251	-17.25%
Dec 31, 2023	NORTHERN TRUST CORP	0.38%	21.79K	5.02M	-34	-0.16%
Dec 31, 2023	DIAMOND HILL CAPITAL MANAGEMENT INC	0.51%	29.3K	6.75M	327	+1.13%
Dec 31, 2023	INVESCO LTD.	0.75%	42.73K	9.84M	-3K	-6.57%
Dec 31, 2023	STATE STREET CORP	0.8%	45.51K	10.48M	2.84K	+6.66%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.81%	45.92K	10.58M	1.71K	+3.86%
Dec 31, 2023	VANGUARD GROUP INC	1.96%	111.52K	25.69M	10.43K	+10.32%
Dec 31, 2023	ROYCE & ASSOCIATES LP	2.47%	140.94K	32.46M	0	0
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	2.87%	163.56K	37.68M	-850	-0.52%
Dec 31, 2023	BLACKROCK INC.	2.97%	168.95K	38.92M	11.11K	+7.04%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	4%	227.91K	52.5M	-4.03K	-1.74%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	5.24%	298.47K	68.75M	-36.06K	-10.78%
Dec 31, 2023	NAVELLIER & ASSOCIATES INC	0.03%	1.7K	391.13K	468	+38.05%
Dec 31, 2023	EXCHANGE TRADED CONCEPTS, LLC	0.03%	1.72K	395.74K	1.72K	+100.00%
Dec 31, 2023	KOSS-OLINGER CONSULTING, LLC	0.03%	1.76K	404K	1.76K	+100.00%
Dec 31, 2023	CREDIT SUISSE AG/	0.03%	1.86K	428.68K	-153	-7.60%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.03%	1.87K	430.06K	489	+35.49%
Dec 31, 2023	DENALI ADVISORS LLC	0.04%	2K	460.7K	-600	-23.08%
Dec 31, 2023	JAMES INVESTMENT RESEARCH INC	0.04%	2.07K	476.83K	0	0
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.04%	2.15K	494.33K	63	+3.02%
Dec 31, 2023	JUMP FINANCIAL, LLC	0.04%	2.3K	529.81K	433	+23.19%
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.04%	2.37K	545.01K	-104	-4.21%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.04%	2.45K	565.28K	42	+1.74%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.04%	2.49K	573.11K	2.49K	+100.00%
Dec 31, 2023	STRS OHIO	0.04%	2.5K	575K	-300	-10.71%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.04%	2.5K	575.88K	400	+19.05%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.05%	2.76K	635.31K	2.24K	+431.41%
Dec 31, 2023	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.05%	2.8K	644.98K	-1.1K	-28.21%
Dec 31, 2023	RHUMBLINE ADVISERS	0.05%	3.03K	697.72K	-25	-0.82%
Dec 31, 2023	UBS GROUP AG	0.05%	3.03K	697.96K	1.62K	+115.51%
Dec 31, 2023	TEACHER RETIREMENT SYSTEM OF TEXAS	0.06%	3.15K	726K	-515	-14.05%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.06%	3.35K	770.75K	640	+23.65%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.06%	3.52K	810.14K	936	+36.27%
Dec 31, 2023	JPMORGAN CHASE & CO	0.06%	3.54K	814.98K	980	+38.31%
Dec 31, 2023	QUADRATURE CAPITAL LTD	0.06%	3.54K	816.72K	1.76K	+98.99%
Dec 31, 2023	AM INVESTMENT STRATEGIES LLC	0.07%	4K	921K	0	0
Dec 31, 2023	BARCLAYS PLC	0.08%	4.32K	996K	2.51K	+138.50%
Dec 31, 2023	SWISS NATIONAL BANK	0.08%	4.5K	1.04M	-500	-10.00%
Dec 31, 2023	MINERVA ADVISORS LLC	0.08%	4.55K	1.05M	0	0
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.09%	5.11K	1.18M	27	+0.53%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.11%	6.31K	1.45M	-1.24K	-16.40%
Dec 31, 2023	CITADEL ADVISORS LLC	0.12%	6.58K	1.52M	-944	-12.54%
Dec 31, 2023	MORGAN STANLEY	0.12%	6.87K	1.58M	3.21K	+87.98%
Dec 31, 2023	LINDEN THOMAS ADVISORY SERVICES, LLC	0.14%	8.12K	1.87M	-102	-1.24%
Dec 31, 2023	HERITAGE INVESTORS MANAGEMENT CORP	0.14%	8.13K	1.87M	-144	-1.74%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.2%	11.2K	2.58M	522	+4.89%
Dec 31, 2023	CARDINAL CAPITAL MANAGEMENT	0.23%	13.14K	3.03M	32	+0.24%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.28%	15.91K	3.66M	147	+0.93%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.3%	17.09K	3.94M	-4.58K	-21.15%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.32%	18.27K	4.21M	18.27K	+100.00%
Dec 31, 2023	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.41%	23.63K	5.44M	0	0

Insiders

Among the USLM insiders holding of 62.6% of the stake in company, INBERDON ENTERPRISES LTD, 10 percent owner, holds the largest shares of 3.53M. BYRNE TIMOTHY W, President & CEO, is the second largest USLM insider with ownership of 86.43K shares. HUGHES BILL, director, stands third with possession of 25.39K shares of that stake.

Insiders	Designation	Shares Held
INBERDON ENTERPRISES LTD	10 percent owner	3.53M
BYRNE TIMOTHY W	President & CEO	86.43K
HUGHES BILL	director	25.39K
CARDIN RICHARD W	director	14.3K
O'NEILL NATHAN	Vice President	7.88K
DUHE SANDRA C	director	2.13K
STONE TIMOTHY WADE	Vice President	862
ODISHAW EDWARD A	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 04, 2025	BYRNE TIMOTHY W	SALE	120.76	596	71.97K	86.43K
Sep 03, 2025	BYRNE TIMOTHY W	SALE	124.18	1.39K	172.73K	98.53K
Feb 24, 2025	DUHE SANDRA C	SALE	94.61	3.16K	298.68K	2.13K
Nov 20, 2024	BYRNE TIMOTHY W	SALE	141.00	992	139.87K	103.05K
Nov 19, 2024	BYRNE TIMOTHY W	SALE	141.73	22.26K	3.16M	125K
Nov 12, 2024	O'NEILL NATHAN	SALE	139.73	1.75K	244.53K	7.88K
Aug 22, 2024	CARDIN RICHARD W	SALE	77.88	12K	934.56K	14.3K
Jun 07, 2024	BYRNE TIMOTHY W	SALE	330.32	200	66.06K	29.54K
Jun 06, 2024	BYRNE TIMOTHY W	SALE	335.54	25	8.39K	29.74K
Jun 05, 2024	BYRNE TIMOTHY W	SALE	340.29	590	200.77K	30.38K
Mar 14, 2024	DUHE SANDRA C	SALE	291.02	427	124.27K	457
Feb 15, 2024	BYRNE TIMOTHY W	SALE	261.27	100	26.13K	29.76K
Feb 14, 2024	BYRNE TIMOTHY W	SALE	260.56	743	193.6K	31.64K
Nov 09, 2023	STONE TIMOTHY WADE	PURCHASE	200.00	200	40K	862
Sep 15, 2023	DUHE SANDRA C	PURCHASE	204.30	1	120.54	884
Sep 15, 2023	STONE TIMOTHY WADE	PURCHASE	213.66	0	47.01	662
Sep 13, 2023	DUHE SANDRA C	SALE	206.92	517	106.98K	884
Aug 23, 2023	BYRNE TIMOTHY W	SALE	215.08	1.32K	283.26K	26.51K
Aug 22, 2023	BYRNE TIMOTHY W	SALE	208.13	34	7.08K	31.26K
Jun 16, 2023	DUHE SANDRA C	PURCHASE	204.60	1	120.71	1.4K
Jun 16, 2023	STONE TIMOTHY WADE	PURCHASE	195.99	0	52.92	692
May 23, 2023	BYRNE TIMOTHY W	SALE	188.39	35	6.59K	31.76K
May 22, 2023	BYRNE TIMOTHY W	SALE	189.02	421	79.58K	32.49K
May 19, 2023	BYRNE TIMOTHY W	SALE	186.03	35	6.51K	36.07K
May 08, 2023	O'NEILL NATHAN	SALE	165.08	400	66.03K	1.75K
Mar 17, 2023	STONE TIMOTHY WADE	PURCHASE	153.79	0	53.83	536
Dec 16, 2022	STONE TIMOTHY WADE	PURCHASE	146.11	0	27.76	535
Dec 07, 2022	HUGHES BILL	SALE	148.00	500	74K	25.39K
Nov 08, 2022	BYRNE TIMOTHY W	SALE	130.43	961	125.34K	28.38K
Nov 07, 2022	BYRNE TIMOTHY W	SALE	128.43	2.24K	287.17K	29.54K
Nov 04, 2022	BYRNE TIMOTHY W	SALE	131.08	400	52.43K	32.09K
Sep 16, 2022	STONE TIMOTHY WADE	PURCHASE	105.74	0	27.49	535
Aug 17, 2022	BYRNE TIMOTHY W	SALE	103.65	1.16K	120.34K	32.49K
Aug 16, 2022	BYRNE TIMOTHY W	SALE	106.00	300	31.8K	33.66K
Aug 15, 2022	BYRNE TIMOTHY W	SALE	107.82	131	14.12K	33.96K
Jun 17, 2022	STONE TIMOTHY WADE	PURCHASE	110.20	0	27.55	535
Mar 18, 2022	STONE TIMOTHY WADE	PURCHASE	117.02	0	26.92	535
Dec 10, 2021	STONE TIMOTHY WADE	PURCHASE	122.98	0	1.23	378
Dec 10, 2021	INBERDON ENTERPRISES LTD	PURCHASE	122.22	24.14K	2.95M	3.53M
Dec 01, 2021	BYRNE TIMOTHY W	SALE	121.15	1.32K	159.92K	29.84K
Nov 29, 2021	INBERDON ENTERPRISES LTD	PURCHASE	126.00	17.5K	2.21M	3.51M
Nov 08, 2021	ODISHAW EDWARD A	SALE	135.00	800	108K	0
Sep 13, 2021	BYRNE TIMOTHY W	SALE	136.94	745	102.02K	31.16K
Sep 10, 2021	BYRNE TIMOTHY W	SALE	137.01	706	96.73K	33.53K
Sep 10, 2021	STONE TIMOTHY WADE	PURCHASE	139.00	0	1.39	378
Sep 09, 2021	BYRNE TIMOTHY W	SALE	140.07	149	20.87K	35.22K
Jun 11, 2021	STONE TIMOTHY WADE	PURCHASE	142.58	0	21.39	393
May 26, 2021	STONE TIMOTHY WADE	SALE	137.80	120	16.54K	393
May 26, 2021	ODISHAW EDWARD A	SALE	140.00	600	84K	800
Mar 12, 2021	STONE TIMOTHY WADE	PURCHASE	148.99	0	22.35	513
Mar 12, 2021	BYRNE TIMOTHY W	SALE	149.41	310	46.32K	37.34K
Mar 12, 2021	ODISHAW EDWARD A	SALE	150.00	200	30K	600
Mar 11, 2021	BYRNE TIMOTHY W	SALE	153.00	200	30.6K	37.65K
Feb 24, 2021	BYRNE TIMOTHY W	SALE	144.40	516	74.51K	41.05K
Feb 22, 2021	INBERDON ENTERPRISES LTD	PURCHASE	139.80	10.73K	1.5M	3.49M
Feb 04, 2021	BYRNE TIMOTHY W	SALE	144.98	2.49K	360.42K	38.57K
Dec 07, 2020	BYRNE TIMOTHY W	SALE	109.55	2.2K	241.34K	30.2K
Dec 04, 2020	BYRNE TIMOTHY W	SALE	109.59	1.6K	175.02K	32.41K
Nov 25, 2020	BYRNE TIMOTHY W	SALE	112.81	489	55.16K	32.18K
Aug 28, 2020	BYRNE TIMOTHY W	SALE	92.87	2.49K	231.43K	32.19K
Aug 27, 2020	BYRNE TIMOTHY W	SALE	93.21	1K	93.58K	35.37K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES1.99K2

NET SHARES-1.99K2

SHARES HELD184.96K2

% NET SHARES-101.07%0%

Frequently Asked Questions