How many institutions own UVV 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 UVV shares is 325, representing 84.93% of the company's common stock.

Who are the major shareholders selling Universal Corporation stock?

AMERIPRISE FINANCIAL INC, in the last quarter, reduced its stake in UVV by -2.44% restricting it's holding to 78.42 thousand shares of worth nearly $4.38M. NUVEEN, LLC also lessened -43.89% of the UVV shares from its portfolio, reducing its holding to 39.31 thousand shares of worth $2.20M. ARROWSTREET CAPITAL, LIMITED PARTNERSHIP also shunned UVV shares holding by -67.03% last quarter which brought its holding to 40.75 thousand shares worth $2.28M.

Investors who are buying UVV stock?

As per its latest 13F filing, NEW YORK STATE TEACHERS RETIREMENT SYSTEM increased its stake in UVV by 7.68% in the last quarter. The institutional holder raised its holding to 46.18 thousand shares having worth more than $2.58M. INTECH INVESTMENT MANAGEMENT LLC also added 306.21% more shares of UVV to its portfolio, raising its holding to 84.57 thousand shares of worth $4.72M. CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. also increased its UVV shares holding by 19.57% which brought its holding to 88.41 thousand shares worth $4.94M.

UVV's major insiders: who are they?

The insider with the most stakes in UVV is FREEMAN GEORGE C III , Chairman, President & CEO at the company. Additionally, UVV stock is highly held by Senior VP & COO Hentschke Airton L and Senior VP & CFO Moore David C among others.

Did an insider recently sell UVV stock?

Company executives, directors, and other insiders own 3.28% percent of Universal Corporation's stock. Within the last six months, there have been 3 transaction(s) in which UVV insiders have sold stock, totaling 17.42K shares. Insiders that have sold shares include HENTSCHKE AIRTON L, SLEDD ROBERT C, and FREEMAN LENNART R..

Which insider recently purchased UVV stock?

There have been 0 transaction(s) during the past 6-months in which Universal Corporation insiders have bought stock, totalling 0 shares

How much of UVV does insiders own?

Around 170.5K Universal Corporation shares are held by insiders, which represents about 3.28% of UVV stock.

Who is the insider with the largest stake?

UVV Chairman, President & CEO, FREEMAN GEORGE C III holds the largest portfolio of the company's shares. UVV shares owned by FREEMAN total nearly 225.73 thousand.

Which institution holds the most shares in UVV?

AMERIPRISE FINANCIAL INC is the largest institutional owner in UVV which holds 78.42 thousand shares worth $4.38M or 0.31% of the total UVV shares outstanding followed by NUVEEN, LLC with ownership of 39.31 thousand shares representing 0.16% of the UVV ownership. ARROWSTREET CAPITAL, LIMITED PARTNERSHIP is the third largest stakeholder with 40.75 thousand shares or 0.16% of the ownership worth more than $2.28M.

Is Universal Corporation stock optionable?

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

Is there a short position on UVV's shares?

Number of UVV shares short is 707.23K. 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 UVV shares are there?

As of today, 24.89M shares of UVV are outstanding.

Is there many float in UVV 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, UVV has 24.32M shares in float.

UVV 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 UVV is 2.94.

Universal (UVV) 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 Shares2.84

Short Percent Of Float3.98

Shares Outstanding24.89M

Shares Float24.32M

Shares Short707.23K

Short Ratio2.94

3.98%

Short % of Float

2.84%

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

3.28% Percentage of Shares held by All Insiders

84.93% Percentage of Shares held by All Institutions

87.81% Percentage of Float held by Institutions

325

Number of Institutions Holding Shares

Institutional Ownership

About 84.93% of UVV shares are held by financial institutions. AMERIPRISE FINANCIAL INC is the top corporate investor, holding 78.42K shares valued at $4.38M. A 0.31% stake in Universal Corporation is owned by the company. NUVEEN, LLC owns 39.31K shares valued at $2.20M, which translates its holding of 0.16% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.31%	78.42K	4.38M	-1.96K	-2.44%
Sep 30, 2025	NUVEEN, LLC	0.16%	39.31K	2.2M	-30.75K	-43.89%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.16%	40.75K	2.28M	-82.85K	-67.03%
Sep 30, 2025	JPMORGAN CHASE & CO	0.18%	44.38K	2.48M	-53.76K	-54.78%
Sep 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.18%	46.18K	2.58M	3.29K	+7.68%
Sep 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.34%	84.57K	4.72M	63.75K	+306.21%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.35%	88.41K	4.94M	14.47K	+19.57%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.36%	89.57K	5M	84.49K	+1,662.13%
Sep 30, 2025	TRUEMARK INVESTMENTS, LLC	0.36%	90.51K	5.06M	5.61K	+6.61%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.37%	91.46K	5.11M	-2.05K	-2.19%
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.41%	102.57K	5.73M	-3.81K	-3.58%
Sep 30, 2025	JANE STREET GROUP, LLC	0.42%	105.46K	5.89M	17.86K	+20.39%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.43%	106.62K	5.96M	-9.12K	-7.88%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.44%	111.08K	6.21M	26.8K	+31.80%
Sep 30, 2025	PROSHARE ADVISORS LLC	0.47%	117.79K	6.58M	12.13K	+11.48%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.48%	120.1K	6.71M	-2.42K	-1.97%
Sep 30, 2025	DAVENPORT & CO LLC	0.55%	138.57K	7.74M	31.9K	+29.90%
Sep 30, 2025	ADAMS ASSET ADVISORS, LLC	0.58%	143.99K	8.04M	-5.43K	-3.63%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.63%	157.02K	8.77M	-41.4K	-20.86%
Sep 30, 2025	UBS GROUP AG	0.63%	157.54K	8.8M	24.29K	+18.23%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.69%	171.3K	9.57M	16.7K	+10.80%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.73%	183.31K	10.24M	11.53K	+6.71%
Sep 30, 2025	CITADEL ADVISORS LLC	0.84%	208.79K	11.66M	134.2K	+179.93%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.92%	230.98K	12.9M	-632.28K	-73.24%
Sep 30, 2025	NORTHERN TRUST CORP	1.01%	253.04K	14.14M	-25.34K	-9.10%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	1.03%	257.35K	14.38M	65.29K	+33.99%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.09%	273.5K	15.28M	-4.93K	-1.77%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	1.12%	279.06K	15.59M	262.4K	+1,575.12%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	1.19%	298.1K	16.65M	167.39K	+128.06%
Sep 30, 2025	PZENA INVESTMENT MANAGEMENT LLC	1.35%	337.5K	18.86M	-159.48K	-32.09%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.45%	362.71K	20.26M	-17.64K	-4.64%
Sep 30, 2025	MORGAN STANLEY	1.47%	367.71K	20.54M	-14.24K	-3.73%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	1.86%	463.81K	25.91M	25.67K	+5.86%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.18%	544.13K	30.4M	-8.21K	-1.49%
Sep 30, 2025	BARCLAYS PLC	2.31%	578.56K	32.32M	521.72K	+917.88%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.47%	618.54K	34.56M	39.22K	+6.77%
Sep 30, 2025	INVESCO LTD.	3.26%	815.8K	45.58M	142.44K	+21.15%
Sep 30, 2025	STATE STREET CORP	5.8%	1.45M	80.96M	70.74K	+5.13%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	7.13%	1.78M	99.55M	-17.64K	-0.98%
Sep 30, 2025	VANGUARD GROUP INC	11.79%	2.95M	164.73M	-14.18K	-0.48%
Sep 30, 2025	BLACKROCK, INC.	14.77%	3.69M	206.28M	67.54K	+1.86%
Sep 30, 2025	HSBC HOLDINGS PLC	0.08%	20.01K	1.11M	16.28K	+437.19%
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	0.09%	21.6K	1.21M	-5.25K	-19.55%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.09%	22.33K	1.25M	217	+0.98%
Sep 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.09%	22.72K	1.27M	10.99K	+93.64%
Sep 30, 2025	LPL FINANCIAL LLC	0.09%	23.28K	1.3M	3.54K	+17.93%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.09%	23.32K	1.3M	1.66K	+7.66%
Sep 30, 2025	FEDERATED HERMES, INC.	0.1%	24.18K	1.35M	24.18K	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.1%	24.3K	1.36M	15.07K	+163.37%
Sep 30, 2025	CERITY PARTNERS LLC	0.11%	26.29K	1.47M	2.27K	+9.43%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.11%	28.48K	1.59M	-213	-0.74%
Sep 30, 2025	FIRST NATIONAL TRUST CO	0.12%	29.43K	1.64M	0	0
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.13%	32.39K	1.81M	-1.81K	-5.29%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.14%	33.82K	1.89M	442	+1.32%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.14%	35.44K	1.98M	1.95K	+5.83%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.15%	36.48K	2.04M	21.46K	+142.94%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.15%	38.05K	2.13M	4.54K	+13.56%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.19%	46.86K	2.62M	39.13K	+506.72%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	48.1K	2.69M	900	+1.91%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.22%	54.97K	3.07M	-216	-0.39%
Sep 30, 2025	RHUMBLINE ADVISERS	0.25%	61.4K	3.43M	-1.12K	-1.79%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.25%	62.2K	3.48M	57.81K	+1,316.53%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.27%	67.43K	3.77M	-1.74K	-2.51%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.27%	67.67K	3.78M	17.06K	+33.71%
Sep 30, 2025	NAVELLIER & ASSOCIATES INC	0.28%	69.7K	3.89M	2.84K	+4.25%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.28%	70.17K	3.92M	21.44K	+43.98%
Jun 30, 2025	DAVENPORT & CO LLC	0.43%	106.67K	6.21M	-18.39K	-14.70%
Jun 30, 2025	NAVELLIER & ASSOCIATES INC	0.27%	66.86K	3.89M	54	+0.08%
Jun 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.12%	29.64K	1.73M	-3.55K	-10.70%
Jun 30, 2025	FIRST NATIONAL TRUST CO	0.12%	29.43K	1.71M	-204	-0.69%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.11%	28.46K	1.66M	17.94K	+170.46%
Jun 30, 2025	ALPS ADVISORS INC	0.11%	28.28K	1.65M	-204	-0.72%
Jun 30, 2025	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.11%	26.61K	1.55M	0	0
Jun 30, 2025	HRT FINANCIAL LP	0.1%	25.33K	1.48M	25.33K	+100.00%
Jun 30, 2025	CERITY PARTNERS LLC	0.1%	24.02K	1.4M	860	+3.71%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.07%	17.79K	1.04M	17.79K	+100.00%
Jun 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.07%	17K	990.02K	17K	+100.00%
Jun 30, 2025	SUMMERHAVEN INVESTMENT MANAGEMENT, LLC	0.07%	16.79K	977.62K	267	+1.62%
Jun 30, 2025	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.07%	16.61K	967.08K	5.84K	+54.24%
Jun 30, 2025	MARSHALL WACE, LLP	0.06%	15.09K	878.96K	-6.24K	-29.27%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.04%	11.08K	645.01K	-53	-0.48%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.04%	10.77K	627.01K	-321	-2.90%
Jun 30, 2025	HANCOCK WHITNEY CORP	0.04%	9.6K	558.93K	9.6K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	14.5%	3.62M	211.09M	-144.29K	-3.83%
Jun 30, 2025	PZENA INVESTMENT MANAGEMENT LLC	1.99%	496.98K	28.94M	-414.86K	-45.50%
Jun 30, 2025	NORTHERN TRUST CORP	1.11%	278.38K	16.21M	-4.89K	-1.73%
Jun 30, 2025	PACER ADVISORS, INC.	0.98%	243.99K	14.21M	243.99K	+100.00%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.79%	198.42K	11.56M	-28.74K	-12.65%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.77%	192.06K	11.19M	146.04K	+317.38%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.62%	154.6K	9M	114.7K	+287.47%
Jun 30, 2025	UBS GROUP AG	0.53%	133.25K	7.76M	-221.68K	-62.46%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.52%	130.71K	7.61M	5.8K	+4.64%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.49%	122.51K	7.14M	-406	-0.33%
Jun 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.46%	115.74K	6.74M	-8.07K	-6.52%
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.43%	106.38K	6.2M	106.38K	+100.00%
Jun 30, 2025	PROSHARE ADVISORS LLC	0.42%	105.66K	6.15M	-30.53K	-22.42%
Jun 30, 2025	JANE STREET GROUP, LLC	0.35%	87.6K	5.1M	17.53K	+25.02%
Jun 30, 2025	TRUEMARK INVESTMENTS, LLC	0.34%	84.9K	4.94M	-12.31K	-12.66%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.32%	80.38K	4.68M	297	+0.37%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.2%	48.74K	2.84M	-20.06K	-29.16%
Jun 30, 2025	SWISS NATIONAL BANK	0.19%	47.2K	2.75M	-700	-1.46%
Jun 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.17%	42.89K	2.5M	-1.36K	-3.08%
Jun 30, 2025	MORGAN STANLEY	1.53%	381.95K	22.25B	43.01K	+12.69%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.49%	123.6K	7.2M	114.23K	+1,218.70%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.34%	84.28K	4.91M	5.98K	+7.64%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.3%	73.94K	4.31M	73.94K	+100.00%
Jun 30, 2025		0.28%	70.07K	4.08M	12.25K	+21.19%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.14%	34.19K	1.99M	34.19K	+100.00%
Jun 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.04%	10.99K	640.23K	7.26K	+194.48%
Jun 30, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.04%	10.84K	631K	5.06K	+87.54%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	37.27K	2.17M	6.29K	+20.28%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.69%	171.78K	10B	116.89K	+212.92%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	33.49K	1.95M	-2.34K	-6.54%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.13%	33.38K	1.94M	2.98K	+9.79%
Jun 30, 2025	ROYAL BANK OF CANADA	0.1%	26.03K	1.52M	2.02K	+8.43%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.09%	22.11K	1.29M	501	+2.32%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.05%	13.05K	760.21K	13.05K	+100.00%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.05%	12.05K	701.81K	12.05K	+100.00%
Jun 30, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.05%	11.96K	696.78K	6.36K	+113.41%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.05%	11.73K	683.33K	11.73K	+100.00%
Jun 30, 2025	LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM	0.05%	11.5K	669.76K	-100	-0.86%
Jun 30, 2025	JPMORGAN CHASE & CO	0.39%	98.14K	5.72M	13.8K	+16.36%
Jun 30, 2025	NUVEEN, LLC	0.28%	70.07K	4.08M	12.25K	+21.19%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.2%	50.61K	2.95M	44.57K	+738.30%
Jun 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.2%	50.17K	2.92M	50.17K	+100.00%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.17%	42.02K	2.45M	42.02K	+100.00%
Jun 30, 2025	ADAMS ASSET ADVISORS, LLC	0.6%	149.42K	8.7M	-1.69K	-1.12%
Jun 30, 2025	NOMURA HOLDINGS INC	0.15%	36.26K	2.11M	36.26K	+100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.11%	26.7K	1.56B	509	+1.94%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.09%	21.46K	1.25B	-3.33K	-13.43%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.08%	21.17K	1.23M	19.81K	+1,457.62%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.08%	20.82K	1.21M	-3.25K	-13.51%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.07%	18.36K	1.07M	-1.33K	-6.74%
Jun 30, 2025	HERITAGE WEALTH ADVISORS	0.07%	17.79K	1.04M	5.47K	+44.44%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.06%	15.02K	874.47K	288	+1.96%
Jun 30, 2025	BRANDYWINE TRUST CO	0.06%	14.91K	868.18K	0	0
Jun 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.06%	14.72K	856K	1.04K	+7.60%
Jun 30, 2025	ILLINOIS MUNICIPAL RETIREMENT FUND	0.06%	13.96K	813.15K	1.89K	+15.69%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.05%	13.42K	781.46K	2.1K	+18.55%
Jun 30, 2025	VANGUARD GROUP INC	11.85%	2.96M	172.54M	32.87K	+1.12%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	7.2%	1.8M	104.8M	-48.63K	-2.63%
Jun 30, 2025	STATE STREET CORP	5.51%	1.38M	80.27M	21.76K	+1.60%
Jun 30, 2025	FIRST TRUST ADVISORS LP	3.45%	863.26K	50.28M	-113.16K	-11.59%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.37%	93.51K	5.45B	-248.8K	-72.68%
Jun 30, 2025	CITADEL ADVISORS LLC	0.3%	74.59K	4.34B	74.59K	+100.00%
Jun 30, 2025	INVESCO LTD.	2.69%	673.36K	39.22M	-323.51K	-32.45%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.32%	579.32K	33.75M	-2.5K	-0.43%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.21%	552.33K	32.17M	-30.2K	-5.18%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	1.75%	438.13K	25.52M	281.92K	+180.47%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.52%	380.35K	22.15M	3.96K	+1.05%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.11%	278.43K	16.22M	12.95K	+4.88%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.42%	105.27K	6.13M	105.27K	+100.00%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.28%	70.38K	4.1M	33.42K	+90.44%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.28%	69.16K	4.03M	3.16K	+4.79%
Jun 30, 2025	RHUMBLINE ADVISERS	0.25%	62.52K	3.64M	1.5K	+2.46%
Jun 30, 2025	BARCLAYS PLC	0.23%	56.84K	3.31M	20.63K	+56.97%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.22%	55.19K	3.21M	-313	-0.56%
Mar 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.12%	30.4K	1.7M	800	+2.70%
Mar 31, 2025	TRUEMARK INVESTMENTS, LLC	0.39%	97.21K	5.45M	67.48K	+226.99%
Mar 31, 2025	RHUMBLINE ADVISERS	0.24%	61.02K	3.42M	-3.21K	-5.00%
Mar 31, 2025	BLACKROCK, INC.	15.09%	3.77M	211.24M	-90.88K	-2.35%
Mar 31, 2025	VANGUARD GROUP INC	11.73%	2.93M	164.21M	16.17K	+0.56%
Mar 31, 2025	INVESCO LTD.	3.99%	996.87K	55.87M	1.61K	+0.16%
Mar 31, 2025	MORGAN STANLEY	1.36%	338.95K	19M	18.99K	+5.94%
Mar 31, 2025	NORTHERN TRUST CORP	1.13%	283.27K	15.88M	-2.52K	-0.88%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.91%	227.15K	12.73M	3.55K	+1.59%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.63%	156.21K	8.76M	66.69K	+74.49%
Mar 31, 2025	ADAMS ASSET ADVISORS, LLC	0.6%	151.11K	8.47M	0	0
Mar 31, 2025	PROSHARE ADVISORS LLC	0.55%	136.19K	7.63M	-9.04K	-6.23%
Mar 31, 2025	DAVENPORT & CO LLC	0.5%	125.06K	7.01M	-47.52K	-27.53%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.49%	122.92K	6.89M	3.22K	+2.69%
Mar 31, 2025	JANE STREET GROUP, LLC	0.28%	70.07K	3.93M	70.07K	+100.00%
Mar 31, 2025	STATE STREET CORP	5.43%	1.36M	76.03M	117.51K	+9.48%
Mar 31, 2025	PZENA INVESTMENT MANAGEMENT LLC	3.65%	911.83K	51.11M	-3.55K	-0.39%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.14%	35.83K	2.01M	11.59K	+47.80%
Mar 31, 2025	SEGALL BRYANT & HAMILL, LLC	0.13%	33.19K	1.86M	-4.47K	-11.87%
Mar 31, 2025	FIRST TRUST ADVISORS LP	3.91%	976.42K	54.73M	20.98K	+2.20%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.33%	581.82K	32.62M	21.17K	+3.78%
Mar 31, 2025	UBS GROUP AG	1.42%	354.93K	19.89M	1.51K	+0.43%
Mar 31, 2025	CITIGROUP INC	0.16%	40.55K	2.27M	-1.97K	-4.64%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.33%	582.53K	32.65M	7.4K	+1.29%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.51%	376.39K	21.1M	-10.53K	-2.72%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.37%	342.31K	19.19M	-176.66K	-34.04%
Mar 31, 2025	BOSTON PARTNERS	1.36%	340.28K	18.92M	55.17K	+19.35%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.5%	124.91K	7M	8.78K	+7.56%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.32%	80.08K	4.49M	-3.08K	-3.70%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.31%	78.3K	4.39M	16.8K	+27.32%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.28%	68.8K	3.86M	184	+0.27%
Mar 31, 2025	NAVELLIER & ASSOCIATES INC	0.27%	66.81K	3.92M	-7.27K	-9.82%
Mar 31, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.18%	44.25K	2.48M	-996	-2.20%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.16%	39.9K	2.24M	-1.1K	-2.68%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.15%	36.96K	2.07M	7.26K	+24.45%
Mar 31, 2025	BARCLAYS PLC	0.15%	36.21K	2.03M	-6.45K	-15.11%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.13%	32.31K	1.81M	-26.9K	-45.43%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	30.99K	1.74M	19.26K	+164.17%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	7.4%	1.85M	103.59M	-18.59K	-1.00%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.06%	265.47K	14.88M	1.05K	+0.40%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.22%	54.9K	3.08M	-232	-0.42%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.12%	30.29K	1.7M	-1.55K	-4.87%
Mar 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.5%	123.81K	6.94M	26.21K	+26.85%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.36%	90.14K	5.05M	62.2K	+222.59%
Mar 31, 2025	JPMORGAN CHASE & CO	0.34%	84.34K	4.73M	-51.22K	-37.79%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.26%	66.01K	3.7M	-4.16K	-5.93%
Mar 31, 2025		0.23%	57.82K	3.24M	57.82K	+100.00%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.22%	55.5K	3.11M	528	+0.96%
Mar 31, 2025	SWISS NATIONAL BANK	0.19%	47.9K	2.68M	-300	-0.62%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.18%	46.02K	2.58M	13.85K	+43.06%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.28%	68.32K	3.53M	-286	-0.42%
Mar 31, 2024	EXCHANGE TRADED CONCEPTS, LLC	0.12%	29.47K	1.52M	2.14K	+7.84%
Mar 31, 2024	DAVENPORT & CO LLC	0.69%	171.16K	8.85M	-470	-0.27%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.79%	196.71K	10.17M	-181.67K	-48.01%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.84%	209.77K	10.85M	-24.28K	-10.37%
Mar 31, 2024	PEAK6 INVESTMENTS LLC	0.09%	21.8K	1.13M	-15.5K	-41.56%
Mar 31, 2024	PZENA INVESTMENT MANAGEMENT LLC	4.31%	1.07M	55.34M	-17.1K	-1.57%
Mar 31, 2024	INVESCO LTD.	3.94%	979.92K	50.68M	87.61K	+9.82%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.18%	541.63K	28.02M	21.27K	+4.09%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.02%	502.88K	26.01M	19.7K	+4.08%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.59%	394.04K	20.38M	-14.2K	-3.48%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	1.11%	276.81K	14.32M	13K	+4.93%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.06%	263.48K	13.73M	-3.81K	-1.42%
Mar 31, 2024	NORTHERN TRUST CORP	1.02%	252.47K	13.06M	-2.94K	-1.15%
Mar 31, 2024	BOSTON PARTNERS	0.96%	238.26K	12.27M	238.26K	+100.00%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.85%	211.56K	10.94M	-3.98K	-1.85%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.66%	163.17K	8.44M	53.57K	+48.88%
Mar 31, 2024	PROSHARE ADVISORS LLC	0.65%	161.59K	8.36M	24.16K	+17.58%
Mar 31, 2024	ADAMS ASSET ADVISORS, LLC	0.61%	151.11K	7.82M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.6%	149.48K	7.73M	108.68K	+266.38%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.53%	132.77K	6.87M	4.83K	+3.77%
Mar 31, 2024	INSIGHT FOLIOS INC	0.45%	112.21K	5.8M	4.47K	+4.15%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.41%	103.02K	5.33M	7.43K	+7.77%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.4%	98.4K	5.08M	-3.4K	-3.34%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.38%	93.57K	4.84M	83.06K	+789.95%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.34%	84.52K	4.37M	11.88K	+16.36%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.34%	84.12K	4.35M	-1.65K	-1.93%
Mar 31, 2024	HRT FINANCIAL LP	0.31%	78.18K	4.04M	78.18K	+100.00%
Mar 31, 2024	NAVELLIER & ASSOCIATES INC	0.3%	74.77K	3.87M	-5.26K	-6.57%
Mar 31, 2024	JPMORGAN CHASE & CO	0.3%	73.87K	3.82M	3.69K	+5.25%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.29%	71.35K	3.69M	65.38K	+1,095.89%
Mar 31, 2024	JANE STREET GROUP, LLC	0.25%	62.91K	3.25M	62.91K	+100.00%
Mar 31, 2024	WINTRUST INVESTMENTS LLC	0.22%	54.26K	2.81M	3.5K	+6.90%
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.22%	53.6K	2.77M	34.66K	+182.98%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.2%	50.37K	2.61M	-600	-1.18%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	48.6K	2.51M	0	0
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.19%	47.39K	2.45M	100	+0.21%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.18%	45.5K	2.35M	-29.8K	-39.58%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.18%	44.42K	2.3M	-238	-0.53%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.15%	36.79K	1.9M	22.61K	+159.48%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	35.3K	1.83M	2.2K	+6.65%
Mar 31, 2024	CREDIT SUISSE AG/	0.14%	35.26K	1.82M	5.22K	+17.37%
Mar 31, 2024	CITADEL ADVISORS LLC	0.14%	33.82K	1.75M	33.76K	+59,233.33%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.13%	32.64K	1.69M	-7.4K	-18.49%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.12%	29.81K	1.54M	29.81K	+100.00%
Mar 31, 2024	BLACKROCK INC.	15.78%	3.92M	202.81M	-52.93K	-1.33%
Mar 31, 2024	VANGUARD GROUP INC	11.87%	2.95M	152.5M	5.49K	+0.19%
Mar 31, 2024	UBS GROUP AG	0.28%	69.76K	3.61M	11.19K	+19.11%
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.11%	28.35K	1.47M	-112	-0.39%
Mar 31, 2024	RHUMBLINE ADVISERS	0.27%	67.4K	3.49M	227	+0.34%
Mar 31, 2024	STATE STREET CORP	4.73%	1.18M	60.81M	-301.51K	-20.41%
Mar 31, 2024	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.09%	23.16K	1.2M	23.16K	+100.00%
Mar 31, 2024	CREATIVE PLANNING	0.1%	24K	1.24M	6.22K	+35.00%
Mar 31, 2024	MORGAN STANLEY	1.26%	313.15K	16.2M	-13.66K	-4.18%
Mar 31, 2024	TEXAS PERMANENT SCHOOL FUND CORP	0.09%	21.51K	1.11M	290	+1.37%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.11%	26.31K	1.36M	-3.02K	-10.30%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.1%	24.59K	1.27M	3.9K	+18.85%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.09%	22.07K	1.14M	-247	-1.11%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.09%	23.02K	1.19M	-482	-2.05%
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0.09%	23.04K	1.19M	-979	-4.08%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	7.84%	1.95M	100.79M	42.07K	+2.21%
Dec 31, 2023	NISA INVESTMENT ADVISORS, LLC	0.1%	24.02K	1.62M	-2K	-7.69%
Dec 31, 2023	TREXQUANT INVESTMENT LP	0.1%	24.41K	1.64M	24.41K	+100.00%
Dec 31, 2023	EXCHANGE TRADED CONCEPTS, LLC	0.11%	27.33K	1.84M	215	+0.79%
Dec 31, 2023	MARTINGALE ASSET MANAGEMENT L P	0.11%	28.46K	1.92M	943	+3.43%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.12%	28.96K	1.95M	19.31K	+200.13%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.12%	29.33K	1.97M	-1.13K	-3.71%
Dec 31, 2023	CREDIT SUISSE AG/	0.12%	30.04K	2.02M	-10.02K	-25.00%
Dec 31, 2023	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.14%	36K	2.42M	-11.37K	-24.00%
Dec 31, 2023	PEAK6 INVESTMENTS LLC	0.15%	37.3K	2.51M	37.3K	+100.00%
Dec 31, 2023	BARCLAYS PLC	0.15%	37.9K	2.55M	26.3K	+226.62%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.16%	40.05K	2.7M	-17.76K	-30.73%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.16%	40.8K	2.75M	3.9K	+10.56%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.18%	44.66K	3.01M	593	+1.35%
Dec 31, 2023	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.19%	47.29K	3.18M	-679	-1.42%
Dec 31, 2023	SWISS NATIONAL BANK	0.2%	48.6K	3.27M	-5.6K	-10.33%
Dec 31, 2023	ADAMS ASSET ADVISORS, LLC	0.61%	151.11K	10.17M	-23.55K	-13.48%
Dec 31, 2023	DAVENPORT & CO LLC	0.69%	171.63K	11.55M	-49.41K	-22.35%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.87%	215.53K	14.51M	-16.14K	-6.97%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.94%	234.05K	15.76M	-7.36K	-3.05%
Dec 31, 2023	NORTHERN TRUST CORP	1.03%	255.41K	17.19M	6.9K	+2.78%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	1.06%	263.81K	17.76M	-17.2K	-6.12%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.08%	267.29K	17.99M	-7.49K	-2.73%
Dec 31, 2023	WINTRUST INVESTMENTS LLC	0.2%	50.76K	3.42M	-16.75K	-24.81%
Dec 31, 2023	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.21%	50.97K	3.43M	20.52K	+67.38%
Dec 31, 2023	UBS GROUP AG	0.24%	58.57K	3.94M	564	+0.97%
Dec 31, 2023	RHUMBLINE ADVISERS	0.27%	67.17K	4.52M	-333	-0.49%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.28%	68.61K	4.62M	-589	-0.85%
Dec 31, 2023	JPMORGAN CHASE & CO	0.28%	70.18K	4.72M	-1.88K	-2.61%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.29%	72.64K	4.89M	-7.76K	-9.65%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.3%	75.3K	5.07M	-28.4K	-27.39%
Dec 31, 2023	NAVELLIER & ASSOCIATES INC	0.32%	80.03K	5.39M	50	+0.06%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.35%	85.77K	5.77M	1.34K	+1.58%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.38%	95.6K	6.44M	26.02K	+37.40%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.41%	101.8K	6.85M	-4.65K	-4.37%
Dec 31, 2023	INSIGHT FOLIOS INC	0.43%	107.74K	7.25M	4.65K	+4.51%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.44%	109.6K	7.38M	66.83K	+156.25%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.51%	127.94K	8.61M	-4.72K	-3.56%
Dec 31, 2023	PROSHARE ADVISORS LLC	0.55%	137.43K	9.25M	-36.42K	-20.95%
Dec 31, 2023	MORGAN STANLEY	1.32%	326.81K	22M	112.68K	+52.62%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	1.52%	378.38K	25.47M	28.02K	+8.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.64%	408.23K	27.48M	12.43K	+3.14%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.94%	483.18K	32.53M	5.93K	+1.24%
Dec 31, 2023	BLACKROCK INC.	15.99%	3.97M	267.54M	167.92K	+4.41%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.09%	520.36K	35.04M	22.36K	+4.49%
Dec 31, 2023	INVESCO LTD.	3.59%	892.31K	60.07M	-247.29K	-21.70%
Dec 31, 2023	PACER ADVISORS, INC.	4.26%	1.06M	71.19M	1.06M	+100.00%
Dec 31, 2023	PZENA INVESTMENT MANAGEMENT LLC	4.37%	1.09M	73.18M	-30.4K	-2.72%
Dec 31, 2023	STATE STREET CORP	5.94%	1.48M	99.45M	46.71K	+3.26%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	7.67%	1.91M	128.35M	10.88K	+0.57%
Dec 31, 2023	VANGUARD GROUP INC	11.84%	2.94M	198.13M	-15.03K	-0.51%

Insiders

Among the UVV insiders holding of 3.28% of the stake in company, FREEMAN GEORGE C III, Chairman, President & CEO, holds the largest shares of 225.73K. HENTSCHKE AIRTON L, Senior VP & COO, is the second largest UVV insider with ownership of 135.13K shares. MOORE DAVID C, Senior VP & CFO, stands third with possession of 54.87K shares of that stake.

Insiders	Designation	Shares Held
FREEMAN GEORGE C III	Chairman, President & CEO	225.73K
HENTSCHKE AIRTON L	Senior VP & COO	135.13K
MOORE DAVID C	Senior VP & CFO	54.87K
WIGNER PRESTON DOUGLAS	VP, Gen. Counsel & Secretary	49.7K
BROOME THEODORE G		39K
PEEBLES ROBERT	VP & Controller	27.06K
FORMACEK CANDACE C	Vice President & Treasurer	26.98K
JOHNSON THOMAS H	director	24.65K
MOORE EDDIE N JR	director	23.34K
HUFFMAN JAMES A		22.02K
FREEMAN LENNART R.	director	19.67K
SLEDD ROBERT C	director	15.7K
ADAMS JOHN B JR		11.01K
WILLIAMS JACQUELINE T.	director	10.22K
CROCKER CHESTER A	director	800
BREWER W KEITH	Executive VP & COO	50
FOSTER CHARLES H JR	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 26, 2025	HENTSCHKE AIRTON L	SALE	54.94	10K	549.41K	135.13K
Aug 15, 2025	SLEDD ROBERT C	SALE	53.25	4.62K	245.86K	15.7K
Aug 11, 2025	FREEMAN LENNART R.	SALE	52.89	2.8K	148.1K	19.67K
Nov 22, 2023	FORMACEK CANDACE C	SALE	54.94	3.77K	206.96K	26.98K
Nov 20, 2023	SLEDD ROBERT C	SALE	53.74	2K	107.48K	15.08K
Nov 15, 2023	WILLIAMS JACQUELINE T.	SALE	53.10	182	9.67K	10.22K
Nov 08, 2023	HENTSCHKE AIRTON L	SALE	51.52	4.37K	225.05K	104.78K
Aug 08, 2023	FREEMAN LENNART R.	SALE	48.76	1.85K	90.06K	14.59K
Jun 08, 2023	WIGNER PRESTON DOUGLAS	SALE	53.00	3K	159K	49.7K
Feb 17, 2023	BROOME THEODORE G	SALE	53.45	5K	267.24K	39K
Nov 09, 2022	JOHNSON THOMAS H	SALE	53.94	2.8K	151.03K	24.65K
Aug 09, 2022	FREEMAN LENNART R.	SALE	51.54	1.4K	72.26K	14.32K
Jun 17, 2022	BROOME THEODORE G	SALE	56.49	4K	225.96K	42.94K
Jun 16, 2022	WIGNER PRESTON DOUGLAS	SALE	56.27	4K	225.08K	46.3K
Jun 07, 2022	WIGNER PRESTON DOUGLAS	SALE	63.23	4K	252.9K	50.8K
May 31, 2022	SLEDD ROBERT C	SALE	63.82	2K	127.64K	12.29K
Jun 21, 2021	FORMACEK CANDACE C	SALE	54.39	2.5K	135.98K	23.08K
Jun 11, 2021	HENTSCHKE AIRTON L	SALE	56.82	8K	454.56K	82.49K
Jun 02, 2021	SLEDD ROBERT C	SALE	58.56	4.42K	258.78K	12.03K
Jun 02, 2021	WIGNER PRESTON DOUGLAS	SALE	57.68	4K	230.71K	51.79K
Feb 18, 2021	WIGNER PRESTON DOUGLAS	SALE	51.68	2.5K	129.2K	49.47K
Feb 18, 2021	BROOME THEODORE G	SALE	51.68	5K	258.39K	34.86K
Jun 12, 2019	BROOME THEODORE G	SALE	59.25	5K	296.23K	34.13K
Jun 11, 2019	HUFFMAN JAMES A	SALE	60.50	1.75K	105.57K	22.02K
May 30, 2019	HUFFMAN JAMES A	SALE	57.10	1.86K	106.32K	25.16K
May 29, 2019	WIGNER PRESTON DOUGLAS	SALE	56.25	2.5K	140.62K	47.91K
Mar 01, 2019	HUFFMAN JAMES A	SALE	59.52	2.28K	135.52K	22.26K
Feb 28, 2019	PEEBLES ROBERT	SALE	59.56	7.27K	433.25K	27.06K
Nov 20, 2018	HUFFMAN JAMES A	SALE	66.75	149	9.95K	24.35K
Nov 16, 2018	HUFFMAN JAMES A	SALE	67.23	3.04K	204.24K	24.5K
Nov 15, 2018	HUFFMAN JAMES A	SALE	67.15	74	4.97K	27.53K
Oct 25, 2018	ADAMS JOHN B JR	SALE	67.23	2.79K	187.64K	11.01K
Jun 13, 2018	BROOME THEODORE G	SALE	64.60	4K	258.38K	34.42K
Jun 13, 2018	MOORE DAVID C	SALE	64.77	26.06K	1.69M	54.87K
Jun 06, 2018	MOORE EDDIE N JR	SALE	65.57	2K	131.14K	23.34K
Jun 05, 2018	ADAMS JOHN B JR	SALE	66.20	4.45K	294.61K	13.87K
Dec 04, 2017	SLEDD ROBERT C	SALE	55.26	1.76K	96.99K	10K
Nov 21, 2017	ADAMS JOHN B JR	SALE	52.50	848	44.52K	17.9K
Aug 21, 2017	HUFFMAN JAMES A	SALE	58.49	1.22K	71.54K	24.06K
Aug 21, 2017	ADAMS JOHN B JR	SALE	58.45	611	35.71K	18.59K
Jun 19, 2017	MOORE DAVID C	SALE	66.61	6.34K	421.96K	72.25K
Jun 16, 2017	WIGNER PRESTON DOUGLAS	SALE	65.75	1K	65.75K	38.47K
Feb 28, 2017	BROOME THEODORE G	SALE	68.05	5K	340.25K	32.03K
Feb 10, 2017	PEEBLES ROBERT	SALE	76.05	2.4K	182.53K	28.97K
Feb 10, 2017	SLEDD ROBERT C	SALE	74.60	1K	74.6K	10.09K
Feb 10, 2017	MOORE DAVID C	SALE	75.55	2.64K	199.38K	69.97K
Feb 10, 2017	WIGNER PRESTON DOUGLAS	SALE	77.25	392	30.28K	36.94K
Feb 10, 2017	BROOME THEODORE G	SALE	77.25	5K	386.25K	37.03K
Feb 10, 2017	HUFFMAN JAMES A	SALE	76.20	6.66K	507.34K	25.34K
Feb 10, 2017	FORMACEK CANDACE C	SALE	74.83	900	67.35K	12.3K
Jan 30, 2017	CROCKER CHESTER A	SALE	72.80	800	58.24K	800
Jan 10, 2017	FREEMAN GEORGE C III	SALE	65.90	30.24K	1.99M	225.73K
Aug 29, 2016	WIGNER PRESTON DOUGLAS	SALE	60.65	1.5K	90.98K	40.87K
Aug 24, 2016	BROOME THEODORE G	SALE	60.45	5.03K	304.24K	41.56K
Aug 23, 2016	MOORE DAVID C	SALE	60.82	3K	182.47K	88.31K
Aug 17, 2016	FOSTER CHARLES H JR	SALE	59.55	13.66K	813.21K	0
Aug 16, 2016	ADAMS JOHN B JR	SALE	59.91	1.3K	77.64K	17.06K
Aug 10, 2016	CROCKER CHESTER A	SALE	60.47	12.2K	737.77K	800
Jun 03, 2016	FOSTER CHARLES H JR	SALE	55.45	1K	55.45K	13.62K
Feb 24, 2016	CROCKER CHESTER A	SALE	54.23	1K	54.23K	12.93K
Feb 19, 2016	SLEDD ROBERT C	SALE	54.77	1.93K	105.43K	9.7K
Feb 16, 2016	MOORE EDDIE N JR	SALE	54.27	200	10.85K	21.1K
Nov 30, 2015	CROCKER CHESTER A	SALE	56.52	1.68K	94.79K	13.89K
Nov 30, 2015	WIGNER PRESTON DOUGLAS	SALE	56.74	6.5K	368.84K	36.81K
Nov 24, 2015	PEEBLES ROBERT	SALE	57.44	2.32K	133.08K	33.14K
Nov 18, 2015	HUFFMAN JAMES A	SALE	56.00	12.94K	724.81K	27.82K
Nov 17, 2015	ADAMS JOHN B JR	SALE	54.66	749	40.94K	16.64K
Nov 16, 2015	MOORE DAVID C	SALE	55.32	7K	387.07K	84.69K
Nov 13, 2015	BROOME THEODORE G	SALE	54.01	500	27.01K	42.78K
Aug 20, 2015	CROCKER CHESTER A	SALE	49.54	600	29.72K	15.53K
Aug 18, 2015	ADAMS JOHN B JR	SALE	49.86	995	49.61K	17.23K
Aug 13, 2015	JOHNSON THOMAS H	SALE	49.06	1.9K	93.22K	13.56K
Feb 24, 2015	ADAMS JOHN B JR	SALE	47.55	1.38K	65.48K	16.63K
Feb 06, 2015	JOHNSON THOMAS H	SALE	46.62	3K	139.86K	14.17K
Nov 20, 2014	FREEMAN GEORGE C III	PURCHASE	38.89	2.5K	97.22K	183.58K
Nov 13, 2014	BREWER W KEITH	PURCHASE	0.00	50	-	50
Sep 02, 2014	BREWER W KEITH	SALE	53.12	2.5K	132.8K	78.03K
Aug 28, 2014	WIGNER PRESTON DOUGLAS	SALE	51.00	2.5K	127.5K	34.38K
Aug 25, 2014	BREWER W KEITH	SALE	51.31	1.89K	97.12K	80.53K
Aug 22, 2014	CROCKER CHESTER A	SALE	50.94	800	40.75K	14.69K
Aug 13, 2014	ADAMS JOHN B JR	SALE	52.01	700	36.41K	17.62K
Aug 12, 2014	BREWER W KEITH	SALE	52.00	8.92K	463.61K	82.43K
Jun 16, 2014	BREWER W KEITH	SALE	56.14	7.74K	434.63K	90.69K
Jun 11, 2014	BROOME THEODORE G	SALE	55.87	1K	55.87K	37.13K
May 30, 2014	JOHNSON THOMAS H	SALE	53.32	1.77K	94.38K	15.77K
May 30, 2014	ADAMS JOHN B JR	SALE	53.42	1.93K	102.84K	16.83K
Mar 05, 2014	FREEMAN GEORGE C III	SALE	58.30	5.5K	320.64K	154.08K
Mar 05, 2014	MOORE DAVID C	SALE	59.15	2K	118.29K	69.16K
Mar 03, 2014	MOORE DAVID C	SALE	57.32	3.07K	175.74K	71.16K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES17.42K3

NET SHARES-17.42K3

SHARES HELD170.5K3

% NET SHARES-110.22%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares2.84

Short Percent Of Float3.98

Shares Outstanding24.89M

Shares Float24.32M

Shares Short707.23K

Short Ratio2.94

3.98%

Short % of Float

2.84%

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

3.28% Percentage of Shares held by All Insiders

84.93% Percentage of Shares held by All Institutions

87.81% Percentage of Float held by Institutions

325

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.31%	78.42K	4.38M	-1.96K	-2.44%
Sep 30, 2025	NUVEEN, LLC	0.16%	39.31K	2.2M	-30.75K	-43.89%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.16%	40.75K	2.28M	-82.85K	-67.03%
Sep 30, 2025	JPMORGAN CHASE & CO	0.18%	44.38K	2.48M	-53.76K	-54.78%
Sep 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.18%	46.18K	2.58M	3.29K	+7.68%
Sep 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.34%	84.57K	4.72M	63.75K	+306.21%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.35%	88.41K	4.94M	14.47K	+19.57%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.36%	89.57K	5M	84.49K	+1,662.13%
Sep 30, 2025	TRUEMARK INVESTMENTS, LLC	0.36%	90.51K	5.06M	5.61K	+6.61%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.37%	91.46K	5.11M	-2.05K	-2.19%
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.41%	102.57K	5.73M	-3.81K	-3.58%
Sep 30, 2025	JANE STREET GROUP, LLC	0.42%	105.46K	5.89M	17.86K	+20.39%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.43%	106.62K	5.96M	-9.12K	-7.88%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.44%	111.08K	6.21M	26.8K	+31.80%
Sep 30, 2025	PROSHARE ADVISORS LLC	0.47%	117.79K	6.58M	12.13K	+11.48%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.48%	120.1K	6.71M	-2.42K	-1.97%
Sep 30, 2025	DAVENPORT & CO LLC	0.55%	138.57K	7.74M	31.9K	+29.90%
Sep 30, 2025	ADAMS ASSET ADVISORS, LLC	0.58%	143.99K	8.04M	-5.43K	-3.63%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.63%	157.02K	8.77M	-41.4K	-20.86%
Sep 30, 2025	UBS GROUP AG	0.63%	157.54K	8.8M	24.29K	+18.23%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.69%	171.3K	9.57M	16.7K	+10.80%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.73%	183.31K	10.24M	11.53K	+6.71%
Sep 30, 2025	CITADEL ADVISORS LLC	0.84%	208.79K	11.66M	134.2K	+179.93%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.92%	230.98K	12.9M	-632.28K	-73.24%
Sep 30, 2025	NORTHERN TRUST CORP	1.01%	253.04K	14.14M	-25.34K	-9.10%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	1.03%	257.35K	14.38M	65.29K	+33.99%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.09%	273.5K	15.28M	-4.93K	-1.77%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	1.12%	279.06K	15.59M	262.4K	+1,575.12%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	1.19%	298.1K	16.65M	167.39K	+128.06%
Sep 30, 2025	PZENA INVESTMENT MANAGEMENT LLC	1.35%	337.5K	18.86M	-159.48K	-32.09%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.45%	362.71K	20.26M	-17.64K	-4.64%
Sep 30, 2025	MORGAN STANLEY	1.47%	367.71K	20.54M	-14.24K	-3.73%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	1.86%	463.81K	25.91M	25.67K	+5.86%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.18%	544.13K	30.4M	-8.21K	-1.49%
Sep 30, 2025	BARCLAYS PLC	2.31%	578.56K	32.32M	521.72K	+917.88%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.47%	618.54K	34.56M	39.22K	+6.77%
Sep 30, 2025	INVESCO LTD.	3.26%	815.8K	45.58M	142.44K	+21.15%
Sep 30, 2025	STATE STREET CORP	5.8%	1.45M	80.96M	70.74K	+5.13%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	7.13%	1.78M	99.55M	-17.64K	-0.98%
Sep 30, 2025	VANGUARD GROUP INC	11.79%	2.95M	164.73M	-14.18K	-0.48%
Sep 30, 2025	BLACKROCK, INC.	14.77%	3.69M	206.28M	67.54K	+1.86%
Sep 30, 2025	HSBC HOLDINGS PLC	0.08%	20.01K	1.11M	16.28K	+437.19%
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	0.09%	21.6K	1.21M	-5.25K	-19.55%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.09%	22.33K	1.25M	217	+0.98%
Sep 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.09%	22.72K	1.27M	10.99K	+93.64%
Sep 30, 2025	LPL FINANCIAL LLC	0.09%	23.28K	1.3M	3.54K	+17.93%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.09%	23.32K	1.3M	1.66K	+7.66%
Sep 30, 2025	FEDERATED HERMES, INC.	0.1%	24.18K	1.35M	24.18K	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.1%	24.3K	1.36M	15.07K	+163.37%
Sep 30, 2025	CERITY PARTNERS LLC	0.11%	26.29K	1.47M	2.27K	+9.43%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.11%	28.48K	1.59M	-213	-0.74%
Sep 30, 2025	FIRST NATIONAL TRUST CO	0.12%	29.43K	1.64M	0	0
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.13%	32.39K	1.81M	-1.81K	-5.29%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.14%	33.82K	1.89M	442	+1.32%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.14%	35.44K	1.98M	1.95K	+5.83%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.15%	36.48K	2.04M	21.46K	+142.94%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.15%	38.05K	2.13M	4.54K	+13.56%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.19%	46.86K	2.62M	39.13K	+506.72%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	48.1K	2.69M	900	+1.91%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.22%	54.97K	3.07M	-216	-0.39%
Sep 30, 2025	RHUMBLINE ADVISERS	0.25%	61.4K	3.43M	-1.12K	-1.79%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.25%	62.2K	3.48M	57.81K	+1,316.53%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.27%	67.43K	3.77M	-1.74K	-2.51%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.27%	67.67K	3.78M	17.06K	+33.71%
Sep 30, 2025	NAVELLIER & ASSOCIATES INC	0.28%	69.7K	3.89M	2.84K	+4.25%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.28%	70.17K	3.92M	21.44K	+43.98%
Jun 30, 2025	DAVENPORT & CO LLC	0.43%	106.67K	6.21M	-18.39K	-14.70%
Jun 30, 2025	NAVELLIER & ASSOCIATES INC	0.27%	66.86K	3.89M	54	+0.08%
Jun 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.12%	29.64K	1.73M	-3.55K	-10.70%
Jun 30, 2025	FIRST NATIONAL TRUST CO	0.12%	29.43K	1.71M	-204	-0.69%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.11%	28.46K	1.66M	17.94K	+170.46%
Jun 30, 2025	ALPS ADVISORS INC	0.11%	28.28K	1.65M	-204	-0.72%
Jun 30, 2025	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.11%	26.61K	1.55M	0	0
Jun 30, 2025	HRT FINANCIAL LP	0.1%	25.33K	1.48M	25.33K	+100.00%
Jun 30, 2025	CERITY PARTNERS LLC	0.1%	24.02K	1.4M	860	+3.71%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.07%	17.79K	1.04M	17.79K	+100.00%
Jun 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.07%	17K	990.02K	17K	+100.00%
Jun 30, 2025	SUMMERHAVEN INVESTMENT MANAGEMENT, LLC	0.07%	16.79K	977.62K	267	+1.62%
Jun 30, 2025	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.07%	16.61K	967.08K	5.84K	+54.24%
Jun 30, 2025	MARSHALL WACE, LLP	0.06%	15.09K	878.96K	-6.24K	-29.27%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.04%	11.08K	645.01K	-53	-0.48%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.04%	10.77K	627.01K	-321	-2.90%
Jun 30, 2025	HANCOCK WHITNEY CORP	0.04%	9.6K	558.93K	9.6K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	14.5%	3.62M	211.09M	-144.29K	-3.83%
Jun 30, 2025	PZENA INVESTMENT MANAGEMENT LLC	1.99%	496.98K	28.94M	-414.86K	-45.50%
Jun 30, 2025	NORTHERN TRUST CORP	1.11%	278.38K	16.21M	-4.89K	-1.73%
Jun 30, 2025	PACER ADVISORS, INC.	0.98%	243.99K	14.21M	243.99K	+100.00%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.79%	198.42K	11.56M	-28.74K	-12.65%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.77%	192.06K	11.19M	146.04K	+317.38%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.62%	154.6K	9M	114.7K	+287.47%
Jun 30, 2025	UBS GROUP AG	0.53%	133.25K	7.76M	-221.68K	-62.46%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.52%	130.71K	7.61M	5.8K	+4.64%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.49%	122.51K	7.14M	-406	-0.33%
Jun 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.46%	115.74K	6.74M	-8.07K	-6.52%
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.43%	106.38K	6.2M	106.38K	+100.00%
Jun 30, 2025	PROSHARE ADVISORS LLC	0.42%	105.66K	6.15M	-30.53K	-22.42%
Jun 30, 2025	JANE STREET GROUP, LLC	0.35%	87.6K	5.1M	17.53K	+25.02%
Jun 30, 2025	TRUEMARK INVESTMENTS, LLC	0.34%	84.9K	4.94M	-12.31K	-12.66%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.32%	80.38K	4.68M	297	+0.37%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.2%	48.74K	2.84M	-20.06K	-29.16%
Jun 30, 2025	SWISS NATIONAL BANK	0.19%	47.2K	2.75M	-700	-1.46%
Jun 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.17%	42.89K	2.5M	-1.36K	-3.08%
Jun 30, 2025	MORGAN STANLEY	1.53%	381.95K	22.25B	43.01K	+12.69%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.49%	123.6K	7.2M	114.23K	+1,218.70%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.34%	84.28K	4.91M	5.98K	+7.64%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.3%	73.94K	4.31M	73.94K	+100.00%
Jun 30, 2025		0.28%	70.07K	4.08M	12.25K	+21.19%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.14%	34.19K	1.99M	34.19K	+100.00%
Jun 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.04%	10.99K	640.23K	7.26K	+194.48%
Jun 30, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.04%	10.84K	631K	5.06K	+87.54%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	37.27K	2.17M	6.29K	+20.28%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.69%	171.78K	10B	116.89K	+212.92%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	33.49K	1.95M	-2.34K	-6.54%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.13%	33.38K	1.94M	2.98K	+9.79%
Jun 30, 2025	ROYAL BANK OF CANADA	0.1%	26.03K	1.52M	2.02K	+8.43%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.09%	22.11K	1.29M	501	+2.32%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.05%	13.05K	760.21K	13.05K	+100.00%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.05%	12.05K	701.81K	12.05K	+100.00%
Jun 30, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.05%	11.96K	696.78K	6.36K	+113.41%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.05%	11.73K	683.33K	11.73K	+100.00%
Jun 30, 2025	LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM	0.05%	11.5K	669.76K	-100	-0.86%
Jun 30, 2025	JPMORGAN CHASE & CO	0.39%	98.14K	5.72M	13.8K	+16.36%
Jun 30, 2025	NUVEEN, LLC	0.28%	70.07K	4.08M	12.25K	+21.19%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.2%	50.61K	2.95M	44.57K	+738.30%
Jun 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.2%	50.17K	2.92M	50.17K	+100.00%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.17%	42.02K	2.45M	42.02K	+100.00%
Jun 30, 2025	ADAMS ASSET ADVISORS, LLC	0.6%	149.42K	8.7M	-1.69K	-1.12%
Jun 30, 2025	NOMURA HOLDINGS INC	0.15%	36.26K	2.11M	36.26K	+100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.11%	26.7K	1.56B	509	+1.94%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.09%	21.46K	1.25B	-3.33K	-13.43%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.08%	21.17K	1.23M	19.81K	+1,457.62%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.08%	20.82K	1.21M	-3.25K	-13.51%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.07%	18.36K	1.07M	-1.33K	-6.74%
Jun 30, 2025	HERITAGE WEALTH ADVISORS	0.07%	17.79K	1.04M	5.47K	+44.44%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.06%	15.02K	874.47K	288	+1.96%
Jun 30, 2025	BRANDYWINE TRUST CO	0.06%	14.91K	868.18K	0	0
Jun 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.06%	14.72K	856K	1.04K	+7.60%
Jun 30, 2025	ILLINOIS MUNICIPAL RETIREMENT FUND	0.06%	13.96K	813.15K	1.89K	+15.69%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.05%	13.42K	781.46K	2.1K	+18.55%
Jun 30, 2025	VANGUARD GROUP INC	11.85%	2.96M	172.54M	32.87K	+1.12%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	7.2%	1.8M	104.8M	-48.63K	-2.63%
Jun 30, 2025	STATE STREET CORP	5.51%	1.38M	80.27M	21.76K	+1.60%
Jun 30, 2025	FIRST TRUST ADVISORS LP	3.45%	863.26K	50.28M	-113.16K	-11.59%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.37%	93.51K	5.45B	-248.8K	-72.68%
Jun 30, 2025	CITADEL ADVISORS LLC	0.3%	74.59K	4.34B	74.59K	+100.00%
Jun 30, 2025	INVESCO LTD.	2.69%	673.36K	39.22M	-323.51K	-32.45%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.32%	579.32K	33.75M	-2.5K	-0.43%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.21%	552.33K	32.17M	-30.2K	-5.18%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	1.75%	438.13K	25.52M	281.92K	+180.47%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.52%	380.35K	22.15M	3.96K	+1.05%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.11%	278.43K	16.22M	12.95K	+4.88%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.42%	105.27K	6.13M	105.27K	+100.00%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.28%	70.38K	4.1M	33.42K	+90.44%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.28%	69.16K	4.03M	3.16K	+4.79%
Jun 30, 2025	RHUMBLINE ADVISERS	0.25%	62.52K	3.64M	1.5K	+2.46%
Jun 30, 2025	BARCLAYS PLC	0.23%	56.84K	3.31M	20.63K	+56.97%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.22%	55.19K	3.21M	-313	-0.56%
Mar 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.12%	30.4K	1.7M	800	+2.70%
Mar 31, 2025	TRUEMARK INVESTMENTS, LLC	0.39%	97.21K	5.45M	67.48K	+226.99%
Mar 31, 2025	RHUMBLINE ADVISERS	0.24%	61.02K	3.42M	-3.21K	-5.00%
Mar 31, 2025	BLACKROCK, INC.	15.09%	3.77M	211.24M	-90.88K	-2.35%
Mar 31, 2025	VANGUARD GROUP INC	11.73%	2.93M	164.21M	16.17K	+0.56%
Mar 31, 2025	INVESCO LTD.	3.99%	996.87K	55.87M	1.61K	+0.16%
Mar 31, 2025	MORGAN STANLEY	1.36%	338.95K	19M	18.99K	+5.94%
Mar 31, 2025	NORTHERN TRUST CORP	1.13%	283.27K	15.88M	-2.52K	-0.88%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.91%	227.15K	12.73M	3.55K	+1.59%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.63%	156.21K	8.76M	66.69K	+74.49%
Mar 31, 2025	ADAMS ASSET ADVISORS, LLC	0.6%	151.11K	8.47M	0	0
Mar 31, 2025	PROSHARE ADVISORS LLC	0.55%	136.19K	7.63M	-9.04K	-6.23%
Mar 31, 2025	DAVENPORT & CO LLC	0.5%	125.06K	7.01M	-47.52K	-27.53%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.49%	122.92K	6.89M	3.22K	+2.69%
Mar 31, 2025	JANE STREET GROUP, LLC	0.28%	70.07K	3.93M	70.07K	+100.00%
Mar 31, 2025	STATE STREET CORP	5.43%	1.36M	76.03M	117.51K	+9.48%
Mar 31, 2025	PZENA INVESTMENT MANAGEMENT LLC	3.65%	911.83K	51.11M	-3.55K	-0.39%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.14%	35.83K	2.01M	11.59K	+47.80%
Mar 31, 2025	SEGALL BRYANT & HAMILL, LLC	0.13%	33.19K	1.86M	-4.47K	-11.87%
Mar 31, 2025	FIRST TRUST ADVISORS LP	3.91%	976.42K	54.73M	20.98K	+2.20%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.33%	581.82K	32.62M	21.17K	+3.78%
Mar 31, 2025	UBS GROUP AG	1.42%	354.93K	19.89M	1.51K	+0.43%
Mar 31, 2025	CITIGROUP INC	0.16%	40.55K	2.27M	-1.97K	-4.64%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.33%	582.53K	32.65M	7.4K	+1.29%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.51%	376.39K	21.1M	-10.53K	-2.72%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.37%	342.31K	19.19M	-176.66K	-34.04%
Mar 31, 2025	BOSTON PARTNERS	1.36%	340.28K	18.92M	55.17K	+19.35%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.5%	124.91K	7M	8.78K	+7.56%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.32%	80.08K	4.49M	-3.08K	-3.70%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.31%	78.3K	4.39M	16.8K	+27.32%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.28%	68.8K	3.86M	184	+0.27%
Mar 31, 2025	NAVELLIER & ASSOCIATES INC	0.27%	66.81K	3.92M	-7.27K	-9.82%
Mar 31, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.18%	44.25K	2.48M	-996	-2.20%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.16%	39.9K	2.24M	-1.1K	-2.68%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.15%	36.96K	2.07M	7.26K	+24.45%
Mar 31, 2025	BARCLAYS PLC	0.15%	36.21K	2.03M	-6.45K	-15.11%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.13%	32.31K	1.81M	-26.9K	-45.43%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	30.99K	1.74M	19.26K	+164.17%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	7.4%	1.85M	103.59M	-18.59K	-1.00%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.06%	265.47K	14.88M	1.05K	+0.40%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.22%	54.9K	3.08M	-232	-0.42%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.12%	30.29K	1.7M	-1.55K	-4.87%
Mar 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.5%	123.81K	6.94M	26.21K	+26.85%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.36%	90.14K	5.05M	62.2K	+222.59%
Mar 31, 2025	JPMORGAN CHASE & CO	0.34%	84.34K	4.73M	-51.22K	-37.79%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.26%	66.01K	3.7M	-4.16K	-5.93%
Mar 31, 2025		0.23%	57.82K	3.24M	57.82K	+100.00%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.22%	55.5K	3.11M	528	+0.96%
Mar 31, 2025	SWISS NATIONAL BANK	0.19%	47.9K	2.68M	-300	-0.62%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.18%	46.02K	2.58M	13.85K	+43.06%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.28%	68.32K	3.53M	-286	-0.42%
Mar 31, 2024	EXCHANGE TRADED CONCEPTS, LLC	0.12%	29.47K	1.52M	2.14K	+7.84%
Mar 31, 2024	DAVENPORT & CO LLC	0.69%	171.16K	8.85M	-470	-0.27%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.79%	196.71K	10.17M	-181.67K	-48.01%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.84%	209.77K	10.85M	-24.28K	-10.37%
Mar 31, 2024	PEAK6 INVESTMENTS LLC	0.09%	21.8K	1.13M	-15.5K	-41.56%
Mar 31, 2024	PZENA INVESTMENT MANAGEMENT LLC	4.31%	1.07M	55.34M	-17.1K	-1.57%
Mar 31, 2024	INVESCO LTD.	3.94%	979.92K	50.68M	87.61K	+9.82%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.18%	541.63K	28.02M	21.27K	+4.09%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.02%	502.88K	26.01M	19.7K	+4.08%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.59%	394.04K	20.38M	-14.2K	-3.48%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	1.11%	276.81K	14.32M	13K	+4.93%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.06%	263.48K	13.73M	-3.81K	-1.42%
Mar 31, 2024	NORTHERN TRUST CORP	1.02%	252.47K	13.06M	-2.94K	-1.15%
Mar 31, 2024	BOSTON PARTNERS	0.96%	238.26K	12.27M	238.26K	+100.00%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.85%	211.56K	10.94M	-3.98K	-1.85%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.66%	163.17K	8.44M	53.57K	+48.88%
Mar 31, 2024	PROSHARE ADVISORS LLC	0.65%	161.59K	8.36M	24.16K	+17.58%
Mar 31, 2024	ADAMS ASSET ADVISORS, LLC	0.61%	151.11K	7.82M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.6%	149.48K	7.73M	108.68K	+266.38%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.53%	132.77K	6.87M	4.83K	+3.77%
Mar 31, 2024	INSIGHT FOLIOS INC	0.45%	112.21K	5.8M	4.47K	+4.15%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.41%	103.02K	5.33M	7.43K	+7.77%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.4%	98.4K	5.08M	-3.4K	-3.34%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.38%	93.57K	4.84M	83.06K	+789.95%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.34%	84.52K	4.37M	11.88K	+16.36%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.34%	84.12K	4.35M	-1.65K	-1.93%
Mar 31, 2024	HRT FINANCIAL LP	0.31%	78.18K	4.04M	78.18K	+100.00%
Mar 31, 2024	NAVELLIER & ASSOCIATES INC	0.3%	74.77K	3.87M	-5.26K	-6.57%
Mar 31, 2024	JPMORGAN CHASE & CO	0.3%	73.87K	3.82M	3.69K	+5.25%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.29%	71.35K	3.69M	65.38K	+1,095.89%
Mar 31, 2024	JANE STREET GROUP, LLC	0.25%	62.91K	3.25M	62.91K	+100.00%
Mar 31, 2024	WINTRUST INVESTMENTS LLC	0.22%	54.26K	2.81M	3.5K	+6.90%
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.22%	53.6K	2.77M	34.66K	+182.98%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.2%	50.37K	2.61M	-600	-1.18%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	48.6K	2.51M	0	0
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.19%	47.39K	2.45M	100	+0.21%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.18%	45.5K	2.35M	-29.8K	-39.58%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.18%	44.42K	2.3M	-238	-0.53%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.15%	36.79K	1.9M	22.61K	+159.48%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	35.3K	1.83M	2.2K	+6.65%
Mar 31, 2024	CREDIT SUISSE AG/	0.14%	35.26K	1.82M	5.22K	+17.37%
Mar 31, 2024	CITADEL ADVISORS LLC	0.14%	33.82K	1.75M	33.76K	+59,233.33%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.13%	32.64K	1.69M	-7.4K	-18.49%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.12%	29.81K	1.54M	29.81K	+100.00%
Mar 31, 2024	BLACKROCK INC.	15.78%	3.92M	202.81M	-52.93K	-1.33%
Mar 31, 2024	VANGUARD GROUP INC	11.87%	2.95M	152.5M	5.49K	+0.19%
Mar 31, 2024	UBS GROUP AG	0.28%	69.76K	3.61M	11.19K	+19.11%
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.11%	28.35K	1.47M	-112	-0.39%
Mar 31, 2024	RHUMBLINE ADVISERS	0.27%	67.4K	3.49M	227	+0.34%
Mar 31, 2024	STATE STREET CORP	4.73%	1.18M	60.81M	-301.51K	-20.41%
Mar 31, 2024	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.09%	23.16K	1.2M	23.16K	+100.00%
Mar 31, 2024	CREATIVE PLANNING	0.1%	24K	1.24M	6.22K	+35.00%
Mar 31, 2024	MORGAN STANLEY	1.26%	313.15K	16.2M	-13.66K	-4.18%
Mar 31, 2024	TEXAS PERMANENT SCHOOL FUND CORP	0.09%	21.51K	1.11M	290	+1.37%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.11%	26.31K	1.36M	-3.02K	-10.30%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.1%	24.59K	1.27M	3.9K	+18.85%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.09%	22.07K	1.14M	-247	-1.11%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.09%	23.02K	1.19M	-482	-2.05%
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0.09%	23.04K	1.19M	-979	-4.08%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	7.84%	1.95M	100.79M	42.07K	+2.21%
Dec 31, 2023	NISA INVESTMENT ADVISORS, LLC	0.1%	24.02K	1.62M	-2K	-7.69%
Dec 31, 2023	TREXQUANT INVESTMENT LP	0.1%	24.41K	1.64M	24.41K	+100.00%
Dec 31, 2023	EXCHANGE TRADED CONCEPTS, LLC	0.11%	27.33K	1.84M	215	+0.79%
Dec 31, 2023	MARTINGALE ASSET MANAGEMENT L P	0.11%	28.46K	1.92M	943	+3.43%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.12%	28.96K	1.95M	19.31K	+200.13%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.12%	29.33K	1.97M	-1.13K	-3.71%
Dec 31, 2023	CREDIT SUISSE AG/	0.12%	30.04K	2.02M	-10.02K	-25.00%
Dec 31, 2023	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.14%	36K	2.42M	-11.37K	-24.00%
Dec 31, 2023	PEAK6 INVESTMENTS LLC	0.15%	37.3K	2.51M	37.3K	+100.00%
Dec 31, 2023	BARCLAYS PLC	0.15%	37.9K	2.55M	26.3K	+226.62%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.16%	40.05K	2.7M	-17.76K	-30.73%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.16%	40.8K	2.75M	3.9K	+10.56%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.18%	44.66K	3.01M	593	+1.35%
Dec 31, 2023	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.19%	47.29K	3.18M	-679	-1.42%
Dec 31, 2023	SWISS NATIONAL BANK	0.2%	48.6K	3.27M	-5.6K	-10.33%
Dec 31, 2023	ADAMS ASSET ADVISORS, LLC	0.61%	151.11K	10.17M	-23.55K	-13.48%
Dec 31, 2023	DAVENPORT & CO LLC	0.69%	171.63K	11.55M	-49.41K	-22.35%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.87%	215.53K	14.51M	-16.14K	-6.97%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.94%	234.05K	15.76M	-7.36K	-3.05%
Dec 31, 2023	NORTHERN TRUST CORP	1.03%	255.41K	17.19M	6.9K	+2.78%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	1.06%	263.81K	17.76M	-17.2K	-6.12%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.08%	267.29K	17.99M	-7.49K	-2.73%
Dec 31, 2023	WINTRUST INVESTMENTS LLC	0.2%	50.76K	3.42M	-16.75K	-24.81%
Dec 31, 2023	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.21%	50.97K	3.43M	20.52K	+67.38%
Dec 31, 2023	UBS GROUP AG	0.24%	58.57K	3.94M	564	+0.97%
Dec 31, 2023	RHUMBLINE ADVISERS	0.27%	67.17K	4.52M	-333	-0.49%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.28%	68.61K	4.62M	-589	-0.85%
Dec 31, 2023	JPMORGAN CHASE & CO	0.28%	70.18K	4.72M	-1.88K	-2.61%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.29%	72.64K	4.89M	-7.76K	-9.65%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.3%	75.3K	5.07M	-28.4K	-27.39%
Dec 31, 2023	NAVELLIER & ASSOCIATES INC	0.32%	80.03K	5.39M	50	+0.06%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.35%	85.77K	5.77M	1.34K	+1.58%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.38%	95.6K	6.44M	26.02K	+37.40%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.41%	101.8K	6.85M	-4.65K	-4.37%
Dec 31, 2023	INSIGHT FOLIOS INC	0.43%	107.74K	7.25M	4.65K	+4.51%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.44%	109.6K	7.38M	66.83K	+156.25%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.51%	127.94K	8.61M	-4.72K	-3.56%
Dec 31, 2023	PROSHARE ADVISORS LLC	0.55%	137.43K	9.25M	-36.42K	-20.95%
Dec 31, 2023	MORGAN STANLEY	1.32%	326.81K	22M	112.68K	+52.62%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	1.52%	378.38K	25.47M	28.02K	+8.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.64%	408.23K	27.48M	12.43K	+3.14%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.94%	483.18K	32.53M	5.93K	+1.24%
Dec 31, 2023	BLACKROCK INC.	15.99%	3.97M	267.54M	167.92K	+4.41%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.09%	520.36K	35.04M	22.36K	+4.49%
Dec 31, 2023	INVESCO LTD.	3.59%	892.31K	60.07M	-247.29K	-21.70%
Dec 31, 2023	PACER ADVISORS, INC.	4.26%	1.06M	71.19M	1.06M	+100.00%
Dec 31, 2023	PZENA INVESTMENT MANAGEMENT LLC	4.37%	1.09M	73.18M	-30.4K	-2.72%
Dec 31, 2023	STATE STREET CORP	5.94%	1.48M	99.45M	46.71K	+3.26%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	7.67%	1.91M	128.35M	10.88K	+0.57%
Dec 31, 2023	VANGUARD GROUP INC	11.84%	2.94M	198.13M	-15.03K	-0.51%

Insiders

Insiders	Designation	Shares Held
FREEMAN GEORGE C III	Chairman, President & CEO	225.73K
HENTSCHKE AIRTON L	Senior VP & COO	135.13K
MOORE DAVID C	Senior VP & CFO	54.87K
WIGNER PRESTON DOUGLAS	VP, Gen. Counsel & Secretary	49.7K
BROOME THEODORE G		39K
PEEBLES ROBERT	VP & Controller	27.06K
FORMACEK CANDACE C	Vice President & Treasurer	26.98K
JOHNSON THOMAS H	director	24.65K
MOORE EDDIE N JR	director	23.34K
HUFFMAN JAMES A		22.02K
FREEMAN LENNART R.	director	19.67K
SLEDD ROBERT C	director	15.7K
ADAMS JOHN B JR		11.01K
WILLIAMS JACQUELINE T.	director	10.22K
CROCKER CHESTER A	director	800
BREWER W KEITH	Executive VP & COO	50
FOSTER CHARLES H JR	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 26, 2025	HENTSCHKE AIRTON L	SALE	54.94	10K	549.41K	135.13K
Aug 15, 2025	SLEDD ROBERT C	SALE	53.25	4.62K	245.86K	15.7K
Aug 11, 2025	FREEMAN LENNART R.	SALE	52.89	2.8K	148.1K	19.67K
Nov 22, 2023	FORMACEK CANDACE C	SALE	54.94	3.77K	206.96K	26.98K
Nov 20, 2023	SLEDD ROBERT C	SALE	53.74	2K	107.48K	15.08K
Nov 15, 2023	WILLIAMS JACQUELINE T.	SALE	53.10	182	9.67K	10.22K
Nov 08, 2023	HENTSCHKE AIRTON L	SALE	51.52	4.37K	225.05K	104.78K
Aug 08, 2023	FREEMAN LENNART R.	SALE	48.76	1.85K	90.06K	14.59K
Jun 08, 2023	WIGNER PRESTON DOUGLAS	SALE	53.00	3K	159K	49.7K
Feb 17, 2023	BROOME THEODORE G	SALE	53.45	5K	267.24K	39K
Nov 09, 2022	JOHNSON THOMAS H	SALE	53.94	2.8K	151.03K	24.65K
Aug 09, 2022	FREEMAN LENNART R.	SALE	51.54	1.4K	72.26K	14.32K
Jun 17, 2022	BROOME THEODORE G	SALE	56.49	4K	225.96K	42.94K
Jun 16, 2022	WIGNER PRESTON DOUGLAS	SALE	56.27	4K	225.08K	46.3K
Jun 07, 2022	WIGNER PRESTON DOUGLAS	SALE	63.23	4K	252.9K	50.8K
May 31, 2022	SLEDD ROBERT C	SALE	63.82	2K	127.64K	12.29K
Jun 21, 2021	FORMACEK CANDACE C	SALE	54.39	2.5K	135.98K	23.08K
Jun 11, 2021	HENTSCHKE AIRTON L	SALE	56.82	8K	454.56K	82.49K
Jun 02, 2021	SLEDD ROBERT C	SALE	58.56	4.42K	258.78K	12.03K
Jun 02, 2021	WIGNER PRESTON DOUGLAS	SALE	57.68	4K	230.71K	51.79K
Feb 18, 2021	WIGNER PRESTON DOUGLAS	SALE	51.68	2.5K	129.2K	49.47K
Feb 18, 2021	BROOME THEODORE G	SALE	51.68	5K	258.39K	34.86K
Jun 12, 2019	BROOME THEODORE G	SALE	59.25	5K	296.23K	34.13K
Jun 11, 2019	HUFFMAN JAMES A	SALE	60.50	1.75K	105.57K	22.02K
May 30, 2019	HUFFMAN JAMES A	SALE	57.10	1.86K	106.32K	25.16K
May 29, 2019	WIGNER PRESTON DOUGLAS	SALE	56.25	2.5K	140.62K	47.91K
Mar 01, 2019	HUFFMAN JAMES A	SALE	59.52	2.28K	135.52K	22.26K
Feb 28, 2019	PEEBLES ROBERT	SALE	59.56	7.27K	433.25K	27.06K
Nov 20, 2018	HUFFMAN JAMES A	SALE	66.75	149	9.95K	24.35K
Nov 16, 2018	HUFFMAN JAMES A	SALE	67.23	3.04K	204.24K	24.5K
Nov 15, 2018	HUFFMAN JAMES A	SALE	67.15	74	4.97K	27.53K
Oct 25, 2018	ADAMS JOHN B JR	SALE	67.23	2.79K	187.64K	11.01K
Jun 13, 2018	BROOME THEODORE G	SALE	64.60	4K	258.38K	34.42K
Jun 13, 2018	MOORE DAVID C	SALE	64.77	26.06K	1.69M	54.87K
Jun 06, 2018	MOORE EDDIE N JR	SALE	65.57	2K	131.14K	23.34K
Jun 05, 2018	ADAMS JOHN B JR	SALE	66.20	4.45K	294.61K	13.87K
Dec 04, 2017	SLEDD ROBERT C	SALE	55.26	1.76K	96.99K	10K
Nov 21, 2017	ADAMS JOHN B JR	SALE	52.50	848	44.52K	17.9K
Aug 21, 2017	HUFFMAN JAMES A	SALE	58.49	1.22K	71.54K	24.06K
Aug 21, 2017	ADAMS JOHN B JR	SALE	58.45	611	35.71K	18.59K
Jun 19, 2017	MOORE DAVID C	SALE	66.61	6.34K	421.96K	72.25K
Jun 16, 2017	WIGNER PRESTON DOUGLAS	SALE	65.75	1K	65.75K	38.47K
Feb 28, 2017	BROOME THEODORE G	SALE	68.05	5K	340.25K	32.03K
Feb 10, 2017	PEEBLES ROBERT	SALE	76.05	2.4K	182.53K	28.97K
Feb 10, 2017	SLEDD ROBERT C	SALE	74.60	1K	74.6K	10.09K
Feb 10, 2017	MOORE DAVID C	SALE	75.55	2.64K	199.38K	69.97K
Feb 10, 2017	WIGNER PRESTON DOUGLAS	SALE	77.25	392	30.28K	36.94K
Feb 10, 2017	BROOME THEODORE G	SALE	77.25	5K	386.25K	37.03K
Feb 10, 2017	HUFFMAN JAMES A	SALE	76.20	6.66K	507.34K	25.34K
Feb 10, 2017	FORMACEK CANDACE C	SALE	74.83	900	67.35K	12.3K
Jan 30, 2017	CROCKER CHESTER A	SALE	72.80	800	58.24K	800
Jan 10, 2017	FREEMAN GEORGE C III	SALE	65.90	30.24K	1.99M	225.73K
Aug 29, 2016	WIGNER PRESTON DOUGLAS	SALE	60.65	1.5K	90.98K	40.87K
Aug 24, 2016	BROOME THEODORE G	SALE	60.45	5.03K	304.24K	41.56K
Aug 23, 2016	MOORE DAVID C	SALE	60.82	3K	182.47K	88.31K
Aug 17, 2016	FOSTER CHARLES H JR	SALE	59.55	13.66K	813.21K	0
Aug 16, 2016	ADAMS JOHN B JR	SALE	59.91	1.3K	77.64K	17.06K
Aug 10, 2016	CROCKER CHESTER A	SALE	60.47	12.2K	737.77K	800
Jun 03, 2016	FOSTER CHARLES H JR	SALE	55.45	1K	55.45K	13.62K
Feb 24, 2016	CROCKER CHESTER A	SALE	54.23	1K	54.23K	12.93K
Feb 19, 2016	SLEDD ROBERT C	SALE	54.77	1.93K	105.43K	9.7K
Feb 16, 2016	MOORE EDDIE N JR	SALE	54.27	200	10.85K	21.1K
Nov 30, 2015	CROCKER CHESTER A	SALE	56.52	1.68K	94.79K	13.89K
Nov 30, 2015	WIGNER PRESTON DOUGLAS	SALE	56.74	6.5K	368.84K	36.81K
Nov 24, 2015	PEEBLES ROBERT	SALE	57.44	2.32K	133.08K	33.14K
Nov 18, 2015	HUFFMAN JAMES A	SALE	56.00	12.94K	724.81K	27.82K
Nov 17, 2015	ADAMS JOHN B JR	SALE	54.66	749	40.94K	16.64K
Nov 16, 2015	MOORE DAVID C	SALE	55.32	7K	387.07K	84.69K
Nov 13, 2015	BROOME THEODORE G	SALE	54.01	500	27.01K	42.78K
Aug 20, 2015	CROCKER CHESTER A	SALE	49.54	600	29.72K	15.53K
Aug 18, 2015	ADAMS JOHN B JR	SALE	49.86	995	49.61K	17.23K
Aug 13, 2015	JOHNSON THOMAS H	SALE	49.06	1.9K	93.22K	13.56K
Feb 24, 2015	ADAMS JOHN B JR	SALE	47.55	1.38K	65.48K	16.63K
Feb 06, 2015	JOHNSON THOMAS H	SALE	46.62	3K	139.86K	14.17K
Nov 20, 2014	FREEMAN GEORGE C III	PURCHASE	38.89	2.5K	97.22K	183.58K
Nov 13, 2014	BREWER W KEITH	PURCHASE	0.00	50	-	50
Sep 02, 2014	BREWER W KEITH	SALE	53.12	2.5K	132.8K	78.03K
Aug 28, 2014	WIGNER PRESTON DOUGLAS	SALE	51.00	2.5K	127.5K	34.38K
Aug 25, 2014	BREWER W KEITH	SALE	51.31	1.89K	97.12K	80.53K
Aug 22, 2014	CROCKER CHESTER A	SALE	50.94	800	40.75K	14.69K
Aug 13, 2014	ADAMS JOHN B JR	SALE	52.01	700	36.41K	17.62K
Aug 12, 2014	BREWER W KEITH	SALE	52.00	8.92K	463.61K	82.43K
Jun 16, 2014	BREWER W KEITH	SALE	56.14	7.74K	434.63K	90.69K
Jun 11, 2014	BROOME THEODORE G	SALE	55.87	1K	55.87K	37.13K
May 30, 2014	JOHNSON THOMAS H	SALE	53.32	1.77K	94.38K	15.77K
May 30, 2014	ADAMS JOHN B JR	SALE	53.42	1.93K	102.84K	16.83K
Mar 05, 2014	FREEMAN GEORGE C III	SALE	58.30	5.5K	320.64K	154.08K
Mar 05, 2014	MOORE DAVID C	SALE	59.15	2K	118.29K	69.16K
Mar 03, 2014	MOORE DAVID C	SALE	57.32	3.07K	175.74K	71.16K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES17.42K3

NET SHARES-17.42K3

SHARES HELD170.5K3

% NET SHARES-110.22%0%

UVV Stock Ownership Breakdown

Universal

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