How many institutions own VTS 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 VTS shares is 324, representing 53.69% of the company's common stock.

Who are the major shareholders selling Vitesse Energy, Inc. stock?

NUVEEN, LLC, in the last quarter, reduced its stake in VTS by -2.94% restricting it's holding to 57.66 thousand shares of worth nearly $1.05M. WELLS FARGO & COMPANY/MN also lessened -50.61% of the VTS shares from its portfolio, reducing its holding to 68.51 thousand shares of worth $1.24M. UBS GROUP AG also shunned VTS shares holding by -15.35% last quarter which brought its holding to 80.54 thousand shares worth $1.46M.

Investors who are buying VTS stock?

As per its latest 13F filing, MORGAN STANLEY increased its stake in VTS by 1.73% in the last quarter. The institutional holder raised its holding to 383.01 thousand shares having worth more than $6.96M. also added 100% more shares of VTS to its portfolio, raising its holding to 57.58 thousand shares of worth $1.05M. POINT72 ASSET MANAGEMENT, L.P. also increased its VTS shares holding by 40.4% which brought its holding to 59.53 thousand shares worth $1.08M.

VTS's major insiders: who are they?

The insider with the most stakes in VTS is Cree Brian , President & Interim CEO at the company. Additionally, VTS stock is highly held by Chief Executive Officer Gerrity Robert W and Chief Financial Officer Henderson James P among others.

Did an insider recently sell VTS stock?

Company executives, directors, and other insiders own 18.11% percent of Vitesse Energy, Inc.'s stock. Within the last six months, there have been 5 transaction(s) in which VTS insiders have sold stock, totaling 137.74K shares. Insiders that have sold shares include CREE BRIAN, GERRITY ROBERT W, and HENDERSON JAMES P.

Which insider recently purchased VTS stock?

There have been 5 transaction(s) during the past 6-months in which Vitesse Energy, Inc. insiders have bought stock, totalling 120000 shares

How much of VTS does insiders own?

Around 2.37M Vitesse Energy, Inc. shares are held by insiders, which represents about 18.11% of VTS stock.

Who is the insider with the largest stake?

VTS President & Interim CEO, Cree Brian holds the largest portfolio of the company's shares. VTS shares owned by Cree total nearly 392.97 thousand.

Which institution holds the most shares in VTS?

MORGAN STANLEY is the largest institutional owner in VTS which holds 383.01 thousand shares worth $6.96M or 0.96% of the total VTS shares outstanding followed by with ownership of 57.58 thousand shares representing 0.14% of the VTS ownership. NUVEEN, LLC is the third largest stakeholder with 57.66 thousand shares or 0.14% of the ownership worth more than $1.05M.

Is Vitesse Energy, 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 VTS is concerned, it is a stock which is optionable.

Is there a short position on VTS's shares?

Number of VTS shares short is 6.96M. 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 VTS shares are there?

As of today, 41.71M shares of VTS are outstanding.

Is there many float in VTS 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, VTS has 31.15M shares in float.

VTS 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 VTS is 11.41.

Vitesse Energy (VTS) 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 Shares16.68

Short Percent Of Float19.28

Shares Outstanding41.71M

Shares Float31.15M

Shares Short6.96M

Short Ratio11.41

19.28%

Short % of Float

16.68%

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

18.11% Percentage of Shares held by All Insiders

53.69% Percentage of Shares held by All Institutions

65.57% Percentage of Float held by Institutions

324

Number of Institutions Holding Shares

Institutional Ownership

About 53.69% of VTS shares are held by financial institutions. MORGAN STANLEY is the top corporate investor, holding 383.01K shares valued at $6.96M. A 0.96% stake in Vitesse Energy, Inc. is owned by the company. owns 57.58K shares valued at $1.05M, which translates its holding of 0.14% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	MORGAN STANLEY	0.96%	383.01K	6.96M	6.52K	+1.73%
Mar 31, 2026		0.14%	57.58K	1.05M	57.58K	+100.00%
Mar 31, 2026	NUVEEN, LLC	0.14%	57.66K	1.05M	-1.74K	-2.94%
Mar 31, 2026	POINT72 ASSET MANAGEMENT, L.P.	0.15%	59.53K	1.08M	17.13K	+40.40%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	60.6K	1.1M	49.7K	+455.96%
Mar 31, 2026	CITADEL ADVISORS LLC	0.15%	60.63K	1.1M	60.63K	+100.00%
Mar 31, 2026	RAFFERTY ASSET MANAGEMENT, LLC	0.16%	63.11K	1.15M	28.11K	+80.32%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.17%	68.51K	1.24M	-70.19K	-50.61%
Mar 31, 2026	INVESCO LTD.	0.18%	70.66K	1.28M	5.76K	+8.87%
Mar 31, 2026	ATOM INVESTORS LP	0.18%	73.35K	1.33M	8.53K	+13.16%
Mar 31, 2026	TREXQUANT INVESTMENT LP	0.19%	75.16K	1.36M	16.54K	+28.22%
Mar 31, 2026	MARSHALL WACE, LLP	0.19%	75.61K	1.37M	61.69K	+443.17%
Mar 31, 2026	UBS GROUP AG	0.2%	80.54K	1.46M	-14.61K	-15.35%
Mar 31, 2026	TUDOR INVESTMENT CORP ET AL	0.22%	86.8K	1.58M	86.8K	+100.00%
Mar 31, 2026	VANGUARD ASSET MANAGEMENT, LTD	0.05%	17.43K	316.53K	17.43K	+100.00%
Mar 31, 2026	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	18.39K	333.89K	0	0
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.05%	18.86K	342.46K	13.15K	+230.15%
Mar 31, 2026	MERRION INVESTMENT MANAGEMENT CO, LLC	0.22%	88.03K	1.6M	1K	+1.15%
Mar 31, 2026	INLET PRIVATE WEALTH, LLC	0.23%	92.9K	1.69M	46.65K	+100.86%
Mar 31, 2026	FIRST RESERVE GP XIII LTD	7.26%	2.91M	52.87M	0	0
Mar 31, 2026	BLACKROCK, INC.	5.69%	2.28M	41.39M	134.77K	+6.29%
Mar 31, 2026	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	3.33%	1.33M	24.22M	-104.81K	-7.29%
Mar 31, 2026	AVENTAIL CAPITAL GROUP, LP	0.26%	102.25K	1.86M	69.44K	+211.67%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.06%	20.71K	376.08K	3.87K	+22.95%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.06%	20.74K	363.11K	20.74K	+100.00%
Mar 31, 2026	CENTIVA CAPITAL, LP	0.06%	20.88K	379.14K	20.88K	+100.00%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.28%	481.54K	8.74M	73.01K	+17.87%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.45%	182.1K	3.31M	182.1K	+100.00%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.06%	21.47K	389.82K	-7.92K	-26.95%
Mar 31, 2026	CITIGROUP INC	0.06%	22.22K	403.48K	17.04K	+329.42%
Mar 31, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.06%	22.22K	403.56K	-342	-1.52%
Mar 31, 2026	NISA INVESTMENT ADVISORS, LLC	0.06%	22.41K	406.97K	14.41K	+180.23%
Mar 31, 2026	JUMP FINANCIAL, LLC	0.06%	23.78K	431.92K	23.78K	+100.00%
Mar 31, 2026	KBC GROUP NV	0.07%	25.79K	468K	0	0
Mar 31, 2026	ARGENTARII, LLC	0.08%	29.15K	529.27K	0	0
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.08%	30.95K	562.03K	9.99K	+47.68%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.26%	103.15K	1.87M	-3.17K	-2.98%
Mar 31, 2026	JPMORGAN CHASE & CO	0.49%	197.95K	3.65M	-38.08K	-16.13%
Mar 31, 2026	BECK MACK & OLIVER LLC	0.49%	198.29K	3.6M	-1.88K	-0.94%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.58%	233.6K	4.24M	-7.84K	-3.25%
Mar 31, 2026	NORTHERN TRUST CORP	0.6%	240.51K	4.37M	10.93K	+4.76%
Mar 31, 2026	GABELLI FUNDS LLC	0.69%	274.8K	4.99M	101.51K	+58.57%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	3.52%	1.41M	25.65M	-8.53K	-0.60%
Mar 31, 2026	NUMERAI GP LLC	0.31%	122.4K	2.22M	122.4K	+100.00%
Mar 31, 2026	HARBOR CAPITAL ADVISORS, INC.	0.31%	123.56K	2.24M	-20.22K	-14.06%
Mar 31, 2026	FIRST WILSHIRE SECURITIES MANAGEMENT INC	0.33%	131.68K	2.39M	-88.27K	-40.13%
Mar 31, 2026	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.34%	135.05K	2.45M	94.24K	+230.93%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.35%	140.26K	2.55M	86.78K	+162.26%
Mar 31, 2026	MRAZ, AMERINE & ASSOCIATES, INC.	0.39%	154.61K	2.81M	10.19K	+7.05%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.34%	136.49K	2.48M	-158.17K	-53.68%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.8%	319.31K	5.8M	139.15K	+77.24%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.84%	337.89K	6.14M	85.64K	+33.95%
Mar 31, 2026	LEE DANNER & BASS INC	0.86%	346.47K	6.29M	113K	+48.40%
Mar 31, 2026	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.73%	692.82K	12.58M	266.74K	+62.60%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	1.8%	720.65K	13.09M	17.99K	+2.56%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	2.61%	1.05M	18.98M	60.01K	+6.09%
Mar 31, 2026	STATE STREET CORP	3.6%	1.44M	26.2M	426.64K	+41.99%
Mar 31, 2026	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.09%	32.91K	597.61K	-65.34K	-66.50%
Mar 31, 2026	DEUTSCHE BANK AG\	0.09%	33.08K	600.68K	-557	-1.66%
Mar 31, 2026	JANE STREET GROUP, LLC	0.07%	27.5K	499.4K	9.4K	+51.93%
Mar 31, 2026	OXBOW ADVISORS, LLC	0.1%	36.2K	657.34K	-174	-0.48%
Mar 31, 2026	SECURITY NATIONAL BANK	0.1%	37.54K	681.8K	5.44K	+16.93%
Mar 31, 2026	ETHIC INC.	0.1%	37.67K	684.12K	-23.14K	-38.05%
Mar 31, 2026	RHUMBLINE ADVISERS	0.1%	38.64K	701.6K	-442	-1.13%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.11%	39.75K	721.84K	9.84K	+32.89%
Mar 31, 2026	ELGETHUN CAPITAL MANAGEMENT	0.11%	40.51K	735.73K	33.38K	+467.50%
Mar 31, 2026	CREATIVE PLANNING	0.12%	46.74K	848.84K	22.9K	+96.02%
Mar 31, 2026	PRICE T ROWE ASSOCIATES INC /MD/	0.14%	54.4K	988K	3.66K	+7.20%
Mar 31, 2026	SWISS NATIONAL BANK	0.14%	57.14K	1.04M	0	0
Dec 31, 2025	BECK MACK & OLIVER LLC	0.51%	200.17K	3.86M	-5.68K	-2.76%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.46%	180.16K	3.47M	-120.28K	-40.03%
Dec 31, 2025	ETHIC INC.	0.16%	60.81K	1.17M	2.32K	+3.96%
Dec 31, 2025	INLET PRIVATE WEALTH, LLC	0.12%	46.25K	890.79K	-10.95K	-19.14%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.1%	39.56K	762K	12.19K	+44.51%
Dec 31, 2025	SECURITY NATIONAL BANK	0.08%	32.11K	618.4K	-51.82K	-61.74%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.08%	30.24K	582.47K	-722	-2.33%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	29.91K	576.09K	756	+2.59%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.08%	29.39K	565.99K	-118	-0.40%
Dec 31, 2025	ARGENTARII, LLC	0.07%	29.15K	561.33K	29.15K	+100.00%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.09%	426.08K	8.21M	6.07K	+1.45%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.04%	408.54K	7.87M	44.14K	+12.11%
Dec 31, 2025	NORTHERN TRUST CORP	0.59%	229.58K	4.42M	-24K	-9.46%
Dec 31, 2025	PEAK6 LLC	0.61%	239.5K	4.61M	-21.3K	-8.17%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.62%	241.44K	4.65M	1.5K	+0.63%
Dec 31, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	3.68%	1.44M	27.71M	165.53K	+13.00%
Dec 31, 2025	NUVEEN, LLC	0.15%	59.41K	1.14M	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.12%	46.78K	901.06K	-15.16K	-24.47%
Dec 31, 2025	BARCLAYS PLC	0.12%	46.98K	904.89K	3.48K	+7.99%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.13%	50.74K	978K	16.49K	+48.13%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.14%	53.48K	1.03M	-58.4K	-52.20%
Dec 31, 2025	SWISS NATIONAL BANK	0.15%	57.14K	1.1M	1K	+1.78%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.15%	58.62K	1.13M	46.35K	+377.93%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.64%	252.25K	4.86M	116.25K	+85.47%
Dec 31, 2025	JPMORGAN CHASE & CO	0.6%	236.03K	4.55M	27.78K	+13.34%
Dec 31, 2025	ATOM INVESTORS LP	0.17%	64.82K	1.25M	43K	+197.03%
Dec 31, 2025	INVESCO LTD.	0.17%	64.9K	1.25M	-74.5K	-53.44%
Dec 31, 2025	ENGINEERS GATE MANAGER LP	0.19%	73.38K	1.41M	47.93K	+188.30%
Dec 31, 2025	MERRION INVESTMENT MANAGEMENT CO, LLC	0.22%	87.03K	1.68M	-307	-0.35%
Dec 31, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.25%	98.25K	1.89M	98.25K	+100.00%
Dec 31, 2025	STATE STREET CORP	2.6%	1.02M	19.57M	32.79K	+3.34%
Dec 31, 2025	FIRST RESERVE GP XIII LTD	7.44%	2.91M	56.07M	0	0
Dec 31, 2025	MORGAN STANLEY	0.96%	376.49K	7.25M	25.03K	+7.12%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.8%	702.66K	13.54M	3.36K	+0.48%
Dec 31, 2025	QUEST PARTNERS LLC	0.1%	40.98K	789.22K	23.73K	+137.55%
Dec 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.1%	40.81K	786K	3K	+7.93%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.1%	40.74K	785K	11.16K	+37.70%
Dec 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.1%	39.45K	850.83K	39.45K	+100.00%
Dec 31, 2025	RHUMBLINE ADVISERS	0.1%	39.08K	752.61M	-5.93K	-13.18%
Dec 31, 2025	OXBOW ADVISORS, LLC	0.09%	36.37K	700.51K	12.29K	+51.02%
Dec 31, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.09%	35K	674.04K	5.92K	+20.38%
Dec 31, 2025	HOSKING PARTNERS LLP	0.09%	34.31K	660.79K	13	+0.04%
Dec 31, 2025	DEUTSCHE BANK AG\	0.09%	33.63K	647.79K	2.32K	+7.41%
Dec 31, 2025	GOODHAVEN CAPITAL MANAGEMENT, LLC	1.42%	556.5K	10.72M	0	0
Dec 31, 2025	FIRST WILSHIRE SECURITIES MANAGEMENT INC	0.56%	219.95K	4.24M	-3.5K	-1.57%
Dec 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.06%	22.57K	434.61K	343	+1.54%
Dec 31, 2025	ELLEVEST, INC.	0.07%	25.42K	489.65K	3.75K	+17.28%
Dec 31, 2025	KBC GROUP NV	0.07%	25.79K	497K	-102	-0.39%
Dec 31, 2025	HARVEST FUND MANAGEMENT CO., LTD	0.07%	26.84K	666K	0	0
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.63%	1.42M	27.36M	69.48K	+5.14%
Dec 31, 2025	BLACKROCK, INC.	5.48%	2.14M	41.3M	-51.91K	-2.36%
Dec 31, 2025	VANGUARD GROUP INC	7.51%	2.94M	56.6M	-23.51K	-0.79%
Dec 31, 2025	LEE DANNER & BASS INC	0.6%	233.47K	4.5M	104.99K	+81.72%
Dec 31, 2025	ONE8ZERO8, LLC	0.27%	105.05K	2.02M	-26.67K	-20.25%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.75%	294.66K	5.68M	90.31K	+44.19%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	65K	1.25M	47.01K	+261.23%
Dec 31, 2025	UBS GROUP AG	0.24%	95.15K	1.83M	-47.92K	-33.49%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.27%	106.32K	2.05M	-163.25K	-60.56%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.35%	138.7K	2.67M	-12.83K	-8.47%
Dec 31, 2025	HARBOR CAPITAL ADVISORS, INC.	0.37%	143.77K	2.77M	5.13K	+3.70%
Dec 31, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.37%	144.42K	2.78M	-637	-0.44%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.43%	168.5K	3.25M	143.9K	+584.96%
Dec 31, 2025	GABELLI FUNDS LLC	0.44%	173.3K	3.34M	81.32K	+88.41%
Dec 31, 2025		0.11%	42.71K	822.5K	42.71K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.11%	44.63K	860K	-685	-1.51%
Dec 31, 2025	CITADEL ADVISORS LLC	0.11%	44.7K	860.92K	-35.6K	-44.33%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.12%	45.12K	868.96K	45.12K	+100.00%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	2.52%	985.36K	18.98M	30.77K	+3.22%
Sep 30, 2025	GOODHAVEN CAPITAL MANAGEMENT, LLC	1.42%	556.5K	12.93M	4.35K	+0.79%
Sep 30, 2025	MARSHALL WACE, LLP	0.4%	156.32K	3.63M	156.32K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.13%	51.1K	1.19M	-7.5K	-12.80%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.52%	204.35K	4.75M	195.07K	+2,102.05%
Sep 30, 2025	SECURITY NATIONAL BANK	0.21%	83.93K	1.95M	1.81K	+2.21%
Sep 30, 2025	FIRST WILSHIRE SECURITIES MANAGEMENT INC	0.57%	223.46K	5.19M	-299	-0.13%
Sep 30, 2025	JPMORGAN CHASE & CO	0.53%	208.25K	4.84M	5.36K	+2.64%
Sep 30, 2025	UBS GROUP AG	0.37%	143.07K	3.32M	18.98K	+15.30%
Sep 30, 2025	INVESCO LTD.	0.36%	139.4K	3.24M	-10.07K	-6.74%
Sep 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.35%	138.65K	3.22M	-248.17K	-64.16%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.35%	136K	3.16M	-99.74K	-42.31%
Sep 30, 2025	ONE8ZERO8, LLC	0.34%	131.72K	3.06M	4.85K	+3.83%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.29%	111.87K	2.6M	-10.45K	-8.54%
Sep 30, 2025	GABELLI FUNDS LLC	0.24%	91.98K	2.14M	4.7K	+5.39%
Sep 30, 2025	MERRION INVESTMENT MANAGEMENT CO, LLC	0.22%	87.34K	2.03M	-235	-0.27%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.19%	73.35K	1.7M	15.63K	+27.07%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	67.7K	1.57M	41.6K	+159.39%
Sep 30, 2025	ETHIC INC.	0.15%	58.5K	1.36M	4.38K	+8.09%
Sep 30, 2025	ROYAL BANK OF CANADA	0.12%	45.32K	1.05M	-69	-0.15%
Sep 30, 2025	ANCORA ADVISORS, LLC	0.15%	59.98K	1.39M	-203.37K	-77.22%
Sep 30, 2025	INLET PRIVATE WEALTH, LLC	0.15%	57.2K	1.33M	0	0
Sep 30, 2025	SWISS NATIONAL BANK	0.14%	56.14K	1.3M	900	+1.63%
Sep 30, 2025	BECK MACK & OLIVER LLC	0.53%	205.86K	4.78M	-2.49K	-1.19%
Sep 30, 2025	NUVEEN, LLC	0.15%	59.41K	1.38M	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.39%	151.53K	3.52M	12.12K	+8.70%
Sep 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.37%	145.06K	3.37M	-1.2K	-0.82%
Sep 30, 2025	LEE DANNER & BASS INC	0.33%	128.48K	2.98M	0	0
Sep 30, 2025	AVENTAIL CAPITAL GROUP, LP	0.1%	40.47K	940.1K	0	0
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.1%	39.92K	927K	39.92K	+100.00%
Sep 30, 2025	CERITY PARTNERS LLC	0.1%	38.94K	904.5K	4.67K	+13.64%
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.1%	37.81K	878.33K	190	+0.51%
Sep 30, 2025	HOSKING PARTNERS LLP	0.09%	34.3K	796.7K	-525	-1.51%
Sep 30, 2025	JANE STREET GROUP, LLC	0.13%	51.5K	1.2M	9.7K	+23.21%
Sep 30, 2025		0.09%	34.13K	792.89K	34.13K	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.09%	33.51K	778.38K	-84.25K	-71.55%
Sep 30, 2025	CITIGROUP INC	0.08%	32.85K	763.01K	14.88K	+82.83%
Sep 30, 2025	DEUTSCHE BANK AG\	0.08%	31.32K	727.45K	3.95K	+14.44%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.08%	29.59K	687K	9.07K	+44.20%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.08%	29.51K	685.4K	3.88K	+15.15%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	29.16K	677.27K	270	+0.93%
Sep 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.07%	29.07K	675.37K	3.2K	+12.36%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.07%	27.38K	635.99K	11.86K	+76.45%
Sep 30, 2025	FORT SHERIDAN ADVISORS LLC	0.06%	25.26K	586.68K	1.97K	+8.47%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.06%	24.6K	571.46K	24.6K	+100.00%
Sep 30, 2025	OXBOW ADVISORS, LLC	0.06%	24.08K	559.47K	0	0
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0.06%	23.03K	534.96K	17.42K	+310.21%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.06%	22.22K	516.21K	1.7K	+8.26%
Sep 30, 2025	OPTIMUM INVESTMENT ADVISORS	0.05%	20.85K	484.35K	0	0
Sep 30, 2025	COBBLESTONE CAPITAL ADVISORS LLC /NY/	0.05%	20.25K	470.41K	0	0
Sep 30, 2025	OPPENHEIMER & CO INC	0.05%	20.25K	470.32K	17	+0.08%
Sep 30, 2025	FMR LLC	0.05%	19.66K	456.62K	-444	-2.21%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	19.12K	444K	217	+1.15%
Sep 30, 2025	VANGUARD GROUP INC	7.58%	2.96M	68.81M	-76.57K	-2.52%
Sep 30, 2025	FIRST RESERVE GP XIII LTD	7.45%	2.91M	67.63M	0	0
Sep 30, 2025	BLACKROCK, INC.	5.62%	2.2M	51.02M	5.01K	+0.23%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.46%	1.35M	31.39M	35.32K	+2.68%
Sep 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	3.26%	1.27M	29.57M	193.2K	+17.89%
Sep 30, 2025	STATE STREET CORP	2.51%	983.18K	22.84M	71.67K	+7.86%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	2.44%	954.59K	22.18M	108.74K	+12.86%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.79%	699.3K	16.25M	3.38K	+0.49%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.07%	420K	9.76M	403.84K	+2,499.34%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.93%	364.4K	8.46M	62.55K	+20.72%
Sep 30, 2025	MORGAN STANLEY	0.9%	351.46K	8.16M	10.69K	+3.14%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.77%	300.44K	6.98M	163.42K	+119.26%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.69%	269.57K	6.26M	2.21K	+0.83%
Sep 30, 2025	PEAK6 LLC	0.67%	260.8K	6.06M	225.2K	+632.58%
Sep 30, 2025	NORTHERN TRUST CORP	0.65%	253.58K	5.89M	6.75K	+2.74%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.61%	239.94K	5.57M	-32	-0.01%
Sep 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.12%	48.45K	1.13M	15.47K	+46.88%
Sep 30, 2025	RHUMBLINE ADVISERS	0.12%	45.01K	1.05M	-779	-1.70%
Sep 30, 2025	BARCLAYS PLC	0.11%	43.51K	1.01M	-11.98K	-21.59%
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.11%	43.5K	1.01M	43.5K	+100.00%
Jun 30, 2025	AVENTAIL CAPITAL GROUP, LP	0.1%	40.47K	893.96K	0	0
Jun 30, 2025	NUVEEN, LLC	0.15%	59.41K	1.31M	-359.32K	-85.81%
Jun 30, 2025	ONE8ZERO8, LLC	0.32%	126.86K	2.8M	-8.45K	-6.24%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.09%	33.5K	741K	2.96K	+9.70%
Jun 30, 2025	CERITY PARTNERS LLC	0.09%	34.26K	756.86K	34.26K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	34.5K	762.11K	-18.8K	-35.27%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.3%	117.76K	2.6M	18.16K	+18.24%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.31%	122.33K	2.7M	45.56K	+59.35%
Jun 30, 2025	UBS GROUP AG	0.32%	124.09K	2.74M	-22.07K	-15.10%
Jun 30, 2025	LEE DANNER & BASS INC	0.33%	128.48K	2.84M	-2K	-1.53%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.36%	139.41K	3.08M	4.86K	+3.61%
Jun 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.37%	146.25K	3.23M	4.37K	+3.08%
Jun 30, 2025	INVESCO LTD.	0.38%	149.47K	3.3M	79.37K	+113.23%
Jun 30, 2025	JPMORGAN CHASE & CO	0.52%	202.89K	4.48M	14.09K	+7.46%
Jun 30, 2025	FIRST WILSHIRE SECURITIES MANAGEMENT INC	0.57%	223.75K	4.94M	188.77K	+539.66%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.78%	695.92K	15.38M	60.23K	+9.47%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	2.16%	845.85K	18.68M	140.77K	+19.96%
Jun 30, 2025	STATE STREET CORP	2.33%	911.51K	20.14M	157.04K	+20.81%
Jun 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.76%	1.08M	23.85M	59.36K	+5.82%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.37%	1.32M	29.07M	62.24K	+4.97%
Jun 30, 2025	CITADEL ADVISORS LLC	0.15%	58.6K	1.29B	45.9K	+361.42%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.35%	137.02K	3.03B	-66.79K	-32.77%
Jun 30, 2025	MORGAN STANLEY	0.87%	340.77K	7.53B	51.72K	+17.89%
Jun 30, 2025	VANGUARD GROUP INC	7.77%	3.04M	67.13M	523.4K	+20.81%
Jun 30, 2025	JANE STREET GROUP, LLC	0.1%	38.5K	850.47K	38.5K	+100.00%
Jun 30, 2025	HOSKING PARTNERS LLP	0.09%	34.82K	769.2K	-614	-1.73%
Jun 30, 2025	PEAK6 LLC	0.09%	35.6K	786.4K	-2.9K	-7.53%
Jun 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.1%	37.62K	831.03K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.12%	45.39K	1M	9.31K	+25.82%
Jun 30, 2025	RHUMBLINE ADVISERS	0.12%	45.79K	1.01M	3.82K	+9.11%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.14%	54.7K	1.21M	24.46K	+80.88%
Jun 30, 2025		0.15%	59.41K	1.31M	-359.32K	-85.81%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.16%	61.08K	1.35M	-138.73K	-69.43%
Jun 30, 2025	SECURITY NATIONAL BANK	0.21%	82.11K	1.81M	10.17K	+14.14%
Jun 30, 2025	GABELLI FUNDS LLC	0.22%	87.28K	1.93M	1.79K	+2.10%
Jun 30, 2025	MERRION INVESTMENT MANAGEMENT CO, LLC	0.22%	87.57K	1.93M	-10.28K	-10.50%
Jun 30, 2025	BECK MACK & OLIVER LLC	0.53%	208.35K	4.6M	-470	-0.23%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.6%	235.74K	5.21M	21.31K	+9.94%
Jun 30, 2025	ETHIC INC.	0.14%	54.12K	1.22M	2.18K	+4.20%
Jun 30, 2025	SWISS NATIONAL BANK	0.14%	55.24K	1.22M	-1K	-1.78%
Jun 30, 2025	BARCLAYS PLC	0.14%	55.49K	1.23M	21.99K	+65.66%
Jun 30, 2025	INLET PRIVATE WEALTH, LLC	0.15%	57.2K	1.26M	-1.65K	-2.80%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.15%	57.73K	1.28M	-55.03K	-48.80%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.61%	239.97K	5.3M	18.17K	+8.19%
Jun 30, 2025	NORTHERN TRUST CORP	0.63%	246.83K	5.45M	15.87K	+6.87%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.67%	263.36K	5.82M	83.8K	+46.67%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.68%	267.36K	5.91M	13.9K	+5.48%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.77%	301.85K	6.67M	-244	-0.08%
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.99%	386.82K	8.55M	4.06K	+1.06%
Jun 30, 2025	GOODHAVEN CAPITAL MANAGEMENT, LLC	1.41%	552.15K	12.2M	14.3K	+2.66%
Jun 30, 2025	BLACKROCK, INC.	5.6%	2.19M	48.4M	171.26K	+8.48%
Jun 30, 2025	FIRST RESERVE GP XIII LTD	7.45%	2.91M	64.31M	0	0
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.77%	253.46K	6.23M	-10.98K	-4.15%
Mar 31, 2025	MORGAN STANLEY	0.87%	289.05K	7.11M	-21.14K	-6.82%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.91%	302.1K	7.43M	-376	-0.12%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	53.3K	1.31M	500	+0.95%
Mar 31, 2025	SWISS NATIONAL BANK	0.17%	56.24K	1.38M	7K	+14.21%
Mar 31, 2025	CITADEL ADVISORS LLC	0.19%	62.7K	1.54M	-4.62K	-6.86%
Mar 31, 2025	WEST OAK CAPITAL, LLC	0.34%	112.13K	27.57M	3.62K	+3.33%
Mar 31, 2025	HARBOR CAPITAL ADVISORS, INC.	1.16%	382.75K	9.41M	92.2K	+31.73%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.41%	134K	3.3M	-83.8K	-38.48%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.6%	199.8K	4.91M	-22.3K	-10.04%
Mar 31, 2025	STATE STREET CORP	2.28%	754.47K	18.55M	7.6K	+1.02%
Mar 31, 2025	FIRST RESERVE GP XIII LTD	8.8%	2.91M	71.59M	2.91M	+100.00%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.65%	214.43K	5.27M	1.09K	+0.51%
Mar 31, 2025	GOODHAVEN CAPITAL MANAGEMENT, LLC	1.63%	537.85K	13.23M	6.99K	+1.32%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.92%	635.69K	15.64M	59.27K	+10.28%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	2.13%	705.08K	17.34M	91K	+14.82%
Mar 31, 2025	UBS GROUP AG	0.13%	44.2K	1.09M	44.2K	+100.00%
Mar 31, 2025	LEE DANNER & BASS INC	0.39%	130.48K	3.21M	0	0
Mar 31, 2025	ETHIC INC.	0.16%	51.94K	1.29M	1.09K	+2.14%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.17%	56.08K	1.38M	-23.79K	-29.79%
Mar 31, 2025	INLET PRIVATE WEALTH, LLC	0.18%	58.85K	1.45M	-800	-1.34%
Mar 31, 2025	INVESCO LTD.	0.21%	70.1K	1.72M	-6.74K	-8.77%
Mar 31, 2025	SECURITY NATIONAL BANK	0.22%	71.94K	1.77M	15.1K	+26.56%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.62%	203.81K	5.01M	9.94K	+5.13%
Mar 31, 2025	BECK MACK & OLIVER LLC	0.63%	208.82K	5.13M	-561	-0.27%
Mar 31, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	3.09%	1.02M	25.09M	-91.42K	-8.22%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.79%	1.25M	30.83M	92.41K	+7.96%
Mar 31, 2025	BLACKROCK, INC.	6.11%	2.02M	49.67M	45.66K	+2.31%
Mar 31, 2025	VANGUARD GROUP INC	7.61%	2.52M	61.86M	60.48K	+2.46%
Mar 31, 2025	MERRION INVESTMENT MANAGEMENT CO, LLC	0.3%	97.85K	2.41M	7	+0.01%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.3%	99.59K	2.45M	8.74K	+9.62%
Mar 31, 2025	RHUMBLINE ADVISERS	0.13%	41.97K	1.03M	37	+0.09%
Mar 31, 2025	JPMORGAN CHASE & CO	0.57%	188.8K	4.64M	-78.44K	-29.35%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.34%	112.75K	2.77M	-62.91K	-35.81%
Mar 31, 2025		0.41%	135.31K	3.33M	2.1K	+1.58%
Mar 31, 2025	MARSHALL WACE, LLP	0.48%	160.24K	3.94M	38.77K	+31.92%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.54%	179.53K	4.41M	126.99K	+241.70%
Mar 31, 2025	ANCORA ADVISORS, LLC	0.54%	179.55K	4.42M	1.47K	+0.82%
Mar 31, 2025	GABELLI FUNDS LLC	0.26%	85.49K	2.1M	11.95K	+16.25%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.41%	134.54K	3.31M	8.16K	+6.45%
Mar 31, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.43%	141.89K	3.51M	-321	-0.23%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.67%	221.8K	5.45M	3.88K	+1.78%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.23%	76.77K	1.89M	25.43K	+49.54%
Mar 31, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.23%	76.78K	1.89M	16.28K	+26.91%
Mar 31, 2025	NORTHERN TRUST CORP	0.7%	230.96K	5.68M	2.15K	+0.94%

Insiders

Among the VTS insiders holding of 18.11% of the stake in company, CREE BRIAN, President & Interim CEO, holds the largest shares of 392.97K. GERRITY ROBERT W, Chief Executive Officer, is the second largest VTS insider with ownership of 362.04K shares. HENDERSON JAMES P, Chief Financial Officer, stands third with possession of 176.2K shares of that stake.

Insiders	Designation	Shares Held
CREE BRIAN	President & Interim CEO	392.97K
GERRITY ROBERT W	Chief Executive Officer	362.04K
HENDERSON JAMES P	Chief Financial Officer	176.2K
STEINBERG JOSEPH S	director	108.5K
MORELLA MIKE	VP - Chief Accounting Officer	82.41K
SABOL MICHAEL	VP - SEC and Financial Rprtng	64.91K
HUMBER CHRISTOPHER I	General Counsel and Secretary	55K
O LEARY DAN	director	33.79K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 15, 2026	STEINBERG JOSEPH S	PURCHASE	16.16	40.88K	660.53K	108.5K
May 28, 2026	STEINBERG JOSEPH S	PURCHASE	17.00	59.12K	1.01M	60.55K
Mar 31, 2026	CREE BRIAN	SALE	18.51	50K	925.5K	392.97K
Mar 31, 2026	O LEARY DAN	PURCHASE	18.56	10K	185.6K	33.79K
Mar 31, 2026	HENDERSON JAMES P	PURCHASE	18.67	5K	93.35K	176.2K
Mar 30, 2026	HENDERSON JAMES P	PURCHASE	18.71	5K	93.55K	171.2K
Mar 30, 2026	CREE BRIAN	SALE	18.65	70.14K	1.31M	442.97K
Feb 24, 2026	GERRITY ROBERT W	SALE	22.35	9.95K	222.4K	362.04K
Feb 24, 2026	CREE BRIAN	SALE	22.33	5.28K	117.94K	458.94K
Feb 24, 2026	HENDERSON JAMES P	SALE	22.31	2.37K	52.79K	166.2K
Jan 21, 2026	GERRITY ROBERT W	SALE	19.66	36.79K	723.38K	371.99K
Jan 21, 2026	CREE BRIAN	SALE	19.69	1.44K	28.36K	464.23K
Jan 20, 2026	CREE BRIAN	SALE	19.33	18K	347.89K	465.67K
Jan 20, 2026	GERRITY ROBERT W	SALE	19.29	45.46K	877.12K	408.78K
Jan 16, 2026	CREE BRIAN	SALE	19.37	19.82K	384.05K	483.67K
Jan 16, 2026	GERRITY ROBERT W	SALE	19.39	31.46K	610.01K	454.24K
Jan 15, 2026	GERRITY ROBERT W	SALE	19.83	28.99K	574.92K	485.7K
Jan 15, 2026	CREE BRIAN	SALE	19.82	16.19K	320.9K	503.49K
Jan 14, 2026	GERRITY ROBERT W	SALE	20.14	90.74K	1.83M	514.69K
Jan 14, 2026	CREE BRIAN	SALE	20.12	43.22K	869.33K	519.68K
Jan 14, 2026	SABOL MICHAEL	SALE	20.14	4.5K	90.56K	64.91K
Jan 14, 2026	MORELLA MIKE	SALE	20.13	5.2K	104.71K	82.41K
Sep 02, 2025	HENDERSON JAMES P	SALE	26.44	23.52K	621.67K	168.57K
Jun 09, 2025	GERRITY ROBERT W	PURCHASE	23.29	10K	232.9K	827.17K
Jan 14, 2025	SABOL MICHAEL	SALE	26.70	6.71K	179.23K	63.41K
Jan 14, 2025	MORELLA MIKE	SALE	26.69	8.14K	217.37K	81.62K
Sep 13, 2024	GERRITY ROBERT W	PURCHASE	24.73	10K	247.3K	495.31K
Sep 14, 2023	HENDERSON JAMES P	PURCHASE	22.99	10K	229.9K	190K
Sep 11, 2023	GERRITY ROBERT W	PURCHASE	23.56	5K	117.8K	169.1K
Sep 05, 2023	GERRITY ROBERT W	PURCHASE	23.60	5K	118K	164.1K
Aug 28, 2023	GERRITY ROBERT W	PURCHASE	23.08	5K	115.4K	159.1K
Aug 21, 2023	O LEARY DAN	PURCHASE	23.46	4K	93.85K	12.33K
Mar 22, 2023	GERRITY ROBERT W	PURCHASE	16.85	5K	84.25K	154.1K
Mar 22, 2023	STEINBERG JOSEPH S	PURCHASE	16.99	158K	2.68M	487.05K
Mar 17, 2023	STEINBERG JOSEPH S	PURCHASE	16.99	16.11K	273.66K	329.05K
Mar 16, 2023	STEINBERG JOSEPH S	PURCHASE	16.95	25.89K	438.89K	312.94K
Mar 15, 2023	HUMBER CHRISTOPHER I	PURCHASE	16.57	5K	82.85K	55K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE120K5

SALES137.74K5

NET SHARES-17.74K0

SHARES HELD2.37M10

% NET SHARES-100.75%-100%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares16.68

Short Percent Of Float19.28

Shares Outstanding41.71M

Shares Float31.15M

Shares Short6.96M

Short Ratio11.41

19.28%

Short % of Float

16.68%

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

18.11% Percentage of Shares held by All Insiders

53.69% Percentage of Shares held by All Institutions

65.57% Percentage of Float held by Institutions

324

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	MORGAN STANLEY	0.96%	383.01K	6.96M	6.52K	+1.73%
Mar 31, 2026		0.14%	57.58K	1.05M	57.58K	+100.00%
Mar 31, 2026	NUVEEN, LLC	0.14%	57.66K	1.05M	-1.74K	-2.94%
Mar 31, 2026	POINT72 ASSET MANAGEMENT, L.P.	0.15%	59.53K	1.08M	17.13K	+40.40%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	60.6K	1.1M	49.7K	+455.96%
Mar 31, 2026	CITADEL ADVISORS LLC	0.15%	60.63K	1.1M	60.63K	+100.00%
Mar 31, 2026	RAFFERTY ASSET MANAGEMENT, LLC	0.16%	63.11K	1.15M	28.11K	+80.32%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.17%	68.51K	1.24M	-70.19K	-50.61%
Mar 31, 2026	INVESCO LTD.	0.18%	70.66K	1.28M	5.76K	+8.87%
Mar 31, 2026	ATOM INVESTORS LP	0.18%	73.35K	1.33M	8.53K	+13.16%
Mar 31, 2026	TREXQUANT INVESTMENT LP	0.19%	75.16K	1.36M	16.54K	+28.22%
Mar 31, 2026	MARSHALL WACE, LLP	0.19%	75.61K	1.37M	61.69K	+443.17%
Mar 31, 2026	UBS GROUP AG	0.2%	80.54K	1.46M	-14.61K	-15.35%
Mar 31, 2026	TUDOR INVESTMENT CORP ET AL	0.22%	86.8K	1.58M	86.8K	+100.00%
Mar 31, 2026	VANGUARD ASSET MANAGEMENT, LTD	0.05%	17.43K	316.53K	17.43K	+100.00%
Mar 31, 2026	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	18.39K	333.89K	0	0
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.05%	18.86K	342.46K	13.15K	+230.15%
Mar 31, 2026	MERRION INVESTMENT MANAGEMENT CO, LLC	0.22%	88.03K	1.6M	1K	+1.15%
Mar 31, 2026	INLET PRIVATE WEALTH, LLC	0.23%	92.9K	1.69M	46.65K	+100.86%
Mar 31, 2026	FIRST RESERVE GP XIII LTD	7.26%	2.91M	52.87M	0	0
Mar 31, 2026	BLACKROCK, INC.	5.69%	2.28M	41.39M	134.77K	+6.29%
Mar 31, 2026	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	3.33%	1.33M	24.22M	-104.81K	-7.29%
Mar 31, 2026	AVENTAIL CAPITAL GROUP, LP	0.26%	102.25K	1.86M	69.44K	+211.67%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.06%	20.71K	376.08K	3.87K	+22.95%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.06%	20.74K	363.11K	20.74K	+100.00%
Mar 31, 2026	CENTIVA CAPITAL, LP	0.06%	20.88K	379.14K	20.88K	+100.00%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.28%	481.54K	8.74M	73.01K	+17.87%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.45%	182.1K	3.31M	182.1K	+100.00%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.06%	21.47K	389.82K	-7.92K	-26.95%
Mar 31, 2026	CITIGROUP INC	0.06%	22.22K	403.48K	17.04K	+329.42%
Mar 31, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.06%	22.22K	403.56K	-342	-1.52%
Mar 31, 2026	NISA INVESTMENT ADVISORS, LLC	0.06%	22.41K	406.97K	14.41K	+180.23%
Mar 31, 2026	JUMP FINANCIAL, LLC	0.06%	23.78K	431.92K	23.78K	+100.00%
Mar 31, 2026	KBC GROUP NV	0.07%	25.79K	468K	0	0
Mar 31, 2026	ARGENTARII, LLC	0.08%	29.15K	529.27K	0	0
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.08%	30.95K	562.03K	9.99K	+47.68%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.26%	103.15K	1.87M	-3.17K	-2.98%
Mar 31, 2026	JPMORGAN CHASE & CO	0.49%	197.95K	3.65M	-38.08K	-16.13%
Mar 31, 2026	BECK MACK & OLIVER LLC	0.49%	198.29K	3.6M	-1.88K	-0.94%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.58%	233.6K	4.24M	-7.84K	-3.25%
Mar 31, 2026	NORTHERN TRUST CORP	0.6%	240.51K	4.37M	10.93K	+4.76%
Mar 31, 2026	GABELLI FUNDS LLC	0.69%	274.8K	4.99M	101.51K	+58.57%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	3.52%	1.41M	25.65M	-8.53K	-0.60%
Mar 31, 2026	NUMERAI GP LLC	0.31%	122.4K	2.22M	122.4K	+100.00%
Mar 31, 2026	HARBOR CAPITAL ADVISORS, INC.	0.31%	123.56K	2.24M	-20.22K	-14.06%
Mar 31, 2026	FIRST WILSHIRE SECURITIES MANAGEMENT INC	0.33%	131.68K	2.39M	-88.27K	-40.13%
Mar 31, 2026	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.34%	135.05K	2.45M	94.24K	+230.93%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.35%	140.26K	2.55M	86.78K	+162.26%
Mar 31, 2026	MRAZ, AMERINE & ASSOCIATES, INC.	0.39%	154.61K	2.81M	10.19K	+7.05%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.34%	136.49K	2.48M	-158.17K	-53.68%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.8%	319.31K	5.8M	139.15K	+77.24%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.84%	337.89K	6.14M	85.64K	+33.95%
Mar 31, 2026	LEE DANNER & BASS INC	0.86%	346.47K	6.29M	113K	+48.40%
Mar 31, 2026	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.73%	692.82K	12.58M	266.74K	+62.60%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	1.8%	720.65K	13.09M	17.99K	+2.56%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	2.61%	1.05M	18.98M	60.01K	+6.09%
Mar 31, 2026	STATE STREET CORP	3.6%	1.44M	26.2M	426.64K	+41.99%
Mar 31, 2026	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.09%	32.91K	597.61K	-65.34K	-66.50%
Mar 31, 2026	DEUTSCHE BANK AG\	0.09%	33.08K	600.68K	-557	-1.66%
Mar 31, 2026	JANE STREET GROUP, LLC	0.07%	27.5K	499.4K	9.4K	+51.93%
Mar 31, 2026	OXBOW ADVISORS, LLC	0.1%	36.2K	657.34K	-174	-0.48%
Mar 31, 2026	SECURITY NATIONAL BANK	0.1%	37.54K	681.8K	5.44K	+16.93%
Mar 31, 2026	ETHIC INC.	0.1%	37.67K	684.12K	-23.14K	-38.05%
Mar 31, 2026	RHUMBLINE ADVISERS	0.1%	38.64K	701.6K	-442	-1.13%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.11%	39.75K	721.84K	9.84K	+32.89%
Mar 31, 2026	ELGETHUN CAPITAL MANAGEMENT	0.11%	40.51K	735.73K	33.38K	+467.50%
Mar 31, 2026	CREATIVE PLANNING	0.12%	46.74K	848.84K	22.9K	+96.02%
Mar 31, 2026	PRICE T ROWE ASSOCIATES INC /MD/	0.14%	54.4K	988K	3.66K	+7.20%
Mar 31, 2026	SWISS NATIONAL BANK	0.14%	57.14K	1.04M	0	0
Dec 31, 2025	BECK MACK & OLIVER LLC	0.51%	200.17K	3.86M	-5.68K	-2.76%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.46%	180.16K	3.47M	-120.28K	-40.03%
Dec 31, 2025	ETHIC INC.	0.16%	60.81K	1.17M	2.32K	+3.96%
Dec 31, 2025	INLET PRIVATE WEALTH, LLC	0.12%	46.25K	890.79K	-10.95K	-19.14%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.1%	39.56K	762K	12.19K	+44.51%
Dec 31, 2025	SECURITY NATIONAL BANK	0.08%	32.11K	618.4K	-51.82K	-61.74%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.08%	30.24K	582.47K	-722	-2.33%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	29.91K	576.09K	756	+2.59%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.08%	29.39K	565.99K	-118	-0.40%
Dec 31, 2025	ARGENTARII, LLC	0.07%	29.15K	561.33K	29.15K	+100.00%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.09%	426.08K	8.21M	6.07K	+1.45%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.04%	408.54K	7.87M	44.14K	+12.11%
Dec 31, 2025	NORTHERN TRUST CORP	0.59%	229.58K	4.42M	-24K	-9.46%
Dec 31, 2025	PEAK6 LLC	0.61%	239.5K	4.61M	-21.3K	-8.17%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.62%	241.44K	4.65M	1.5K	+0.63%
Dec 31, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	3.68%	1.44M	27.71M	165.53K	+13.00%
Dec 31, 2025	NUVEEN, LLC	0.15%	59.41K	1.14M	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.12%	46.78K	901.06K	-15.16K	-24.47%
Dec 31, 2025	BARCLAYS PLC	0.12%	46.98K	904.89K	3.48K	+7.99%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.13%	50.74K	978K	16.49K	+48.13%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.14%	53.48K	1.03M	-58.4K	-52.20%
Dec 31, 2025	SWISS NATIONAL BANK	0.15%	57.14K	1.1M	1K	+1.78%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.15%	58.62K	1.13M	46.35K	+377.93%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.64%	252.25K	4.86M	116.25K	+85.47%
Dec 31, 2025	JPMORGAN CHASE & CO	0.6%	236.03K	4.55M	27.78K	+13.34%
Dec 31, 2025	ATOM INVESTORS LP	0.17%	64.82K	1.25M	43K	+197.03%
Dec 31, 2025	INVESCO LTD.	0.17%	64.9K	1.25M	-74.5K	-53.44%
Dec 31, 2025	ENGINEERS GATE MANAGER LP	0.19%	73.38K	1.41M	47.93K	+188.30%
Dec 31, 2025	MERRION INVESTMENT MANAGEMENT CO, LLC	0.22%	87.03K	1.68M	-307	-0.35%
Dec 31, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.25%	98.25K	1.89M	98.25K	+100.00%
Dec 31, 2025	STATE STREET CORP	2.6%	1.02M	19.57M	32.79K	+3.34%
Dec 31, 2025	FIRST RESERVE GP XIII LTD	7.44%	2.91M	56.07M	0	0
Dec 31, 2025	MORGAN STANLEY	0.96%	376.49K	7.25M	25.03K	+7.12%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.8%	702.66K	13.54M	3.36K	+0.48%
Dec 31, 2025	QUEST PARTNERS LLC	0.1%	40.98K	789.22K	23.73K	+137.55%
Dec 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.1%	40.81K	786K	3K	+7.93%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.1%	40.74K	785K	11.16K	+37.70%
Dec 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.1%	39.45K	850.83K	39.45K	+100.00%
Dec 31, 2025	RHUMBLINE ADVISERS	0.1%	39.08K	752.61M	-5.93K	-13.18%
Dec 31, 2025	OXBOW ADVISORS, LLC	0.09%	36.37K	700.51K	12.29K	+51.02%
Dec 31, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.09%	35K	674.04K	5.92K	+20.38%
Dec 31, 2025	HOSKING PARTNERS LLP	0.09%	34.31K	660.79K	13	+0.04%
Dec 31, 2025	DEUTSCHE BANK AG\	0.09%	33.63K	647.79K	2.32K	+7.41%
Dec 31, 2025	GOODHAVEN CAPITAL MANAGEMENT, LLC	1.42%	556.5K	10.72M	0	0
Dec 31, 2025	FIRST WILSHIRE SECURITIES MANAGEMENT INC	0.56%	219.95K	4.24M	-3.5K	-1.57%
Dec 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.06%	22.57K	434.61K	343	+1.54%
Dec 31, 2025	ELLEVEST, INC.	0.07%	25.42K	489.65K	3.75K	+17.28%
Dec 31, 2025	KBC GROUP NV	0.07%	25.79K	497K	-102	-0.39%
Dec 31, 2025	HARVEST FUND MANAGEMENT CO., LTD	0.07%	26.84K	666K	0	0
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.63%	1.42M	27.36M	69.48K	+5.14%
Dec 31, 2025	BLACKROCK, INC.	5.48%	2.14M	41.3M	-51.91K	-2.36%
Dec 31, 2025	VANGUARD GROUP INC	7.51%	2.94M	56.6M	-23.51K	-0.79%
Dec 31, 2025	LEE DANNER & BASS INC	0.6%	233.47K	4.5M	104.99K	+81.72%
Dec 31, 2025	ONE8ZERO8, LLC	0.27%	105.05K	2.02M	-26.67K	-20.25%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.75%	294.66K	5.68M	90.31K	+44.19%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	65K	1.25M	47.01K	+261.23%
Dec 31, 2025	UBS GROUP AG	0.24%	95.15K	1.83M	-47.92K	-33.49%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.27%	106.32K	2.05M	-163.25K	-60.56%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.35%	138.7K	2.67M	-12.83K	-8.47%
Dec 31, 2025	HARBOR CAPITAL ADVISORS, INC.	0.37%	143.77K	2.77M	5.13K	+3.70%
Dec 31, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.37%	144.42K	2.78M	-637	-0.44%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.43%	168.5K	3.25M	143.9K	+584.96%
Dec 31, 2025	GABELLI FUNDS LLC	0.44%	173.3K	3.34M	81.32K	+88.41%
Dec 31, 2025		0.11%	42.71K	822.5K	42.71K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.11%	44.63K	860K	-685	-1.51%
Dec 31, 2025	CITADEL ADVISORS LLC	0.11%	44.7K	860.92K	-35.6K	-44.33%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.12%	45.12K	868.96K	45.12K	+100.00%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	2.52%	985.36K	18.98M	30.77K	+3.22%
Sep 30, 2025	GOODHAVEN CAPITAL MANAGEMENT, LLC	1.42%	556.5K	12.93M	4.35K	+0.79%
Sep 30, 2025	MARSHALL WACE, LLP	0.4%	156.32K	3.63M	156.32K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.13%	51.1K	1.19M	-7.5K	-12.80%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.52%	204.35K	4.75M	195.07K	+2,102.05%
Sep 30, 2025	SECURITY NATIONAL BANK	0.21%	83.93K	1.95M	1.81K	+2.21%
Sep 30, 2025	FIRST WILSHIRE SECURITIES MANAGEMENT INC	0.57%	223.46K	5.19M	-299	-0.13%
Sep 30, 2025	JPMORGAN CHASE & CO	0.53%	208.25K	4.84M	5.36K	+2.64%
Sep 30, 2025	UBS GROUP AG	0.37%	143.07K	3.32M	18.98K	+15.30%
Sep 30, 2025	INVESCO LTD.	0.36%	139.4K	3.24M	-10.07K	-6.74%
Sep 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.35%	138.65K	3.22M	-248.17K	-64.16%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.35%	136K	3.16M	-99.74K	-42.31%
Sep 30, 2025	ONE8ZERO8, LLC	0.34%	131.72K	3.06M	4.85K	+3.83%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.29%	111.87K	2.6M	-10.45K	-8.54%
Sep 30, 2025	GABELLI FUNDS LLC	0.24%	91.98K	2.14M	4.7K	+5.39%
Sep 30, 2025	MERRION INVESTMENT MANAGEMENT CO, LLC	0.22%	87.34K	2.03M	-235	-0.27%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.19%	73.35K	1.7M	15.63K	+27.07%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	67.7K	1.57M	41.6K	+159.39%
Sep 30, 2025	ETHIC INC.	0.15%	58.5K	1.36M	4.38K	+8.09%
Sep 30, 2025	ROYAL BANK OF CANADA	0.12%	45.32K	1.05M	-69	-0.15%
Sep 30, 2025	ANCORA ADVISORS, LLC	0.15%	59.98K	1.39M	-203.37K	-77.22%
Sep 30, 2025	INLET PRIVATE WEALTH, LLC	0.15%	57.2K	1.33M	0	0
Sep 30, 2025	SWISS NATIONAL BANK	0.14%	56.14K	1.3M	900	+1.63%
Sep 30, 2025	BECK MACK & OLIVER LLC	0.53%	205.86K	4.78M	-2.49K	-1.19%
Sep 30, 2025	NUVEEN, LLC	0.15%	59.41K	1.38M	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.39%	151.53K	3.52M	12.12K	+8.70%
Sep 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.37%	145.06K	3.37M	-1.2K	-0.82%
Sep 30, 2025	LEE DANNER & BASS INC	0.33%	128.48K	2.98M	0	0
Sep 30, 2025	AVENTAIL CAPITAL GROUP, LP	0.1%	40.47K	940.1K	0	0
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.1%	39.92K	927K	39.92K	+100.00%
Sep 30, 2025	CERITY PARTNERS LLC	0.1%	38.94K	904.5K	4.67K	+13.64%
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.1%	37.81K	878.33K	190	+0.51%
Sep 30, 2025	HOSKING PARTNERS LLP	0.09%	34.3K	796.7K	-525	-1.51%
Sep 30, 2025	JANE STREET GROUP, LLC	0.13%	51.5K	1.2M	9.7K	+23.21%
Sep 30, 2025		0.09%	34.13K	792.89K	34.13K	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.09%	33.51K	778.38K	-84.25K	-71.55%
Sep 30, 2025	CITIGROUP INC	0.08%	32.85K	763.01K	14.88K	+82.83%
Sep 30, 2025	DEUTSCHE BANK AG\	0.08%	31.32K	727.45K	3.95K	+14.44%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.08%	29.59K	687K	9.07K	+44.20%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.08%	29.51K	685.4K	3.88K	+15.15%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	29.16K	677.27K	270	+0.93%
Sep 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.07%	29.07K	675.37K	3.2K	+12.36%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.07%	27.38K	635.99K	11.86K	+76.45%
Sep 30, 2025	FORT SHERIDAN ADVISORS LLC	0.06%	25.26K	586.68K	1.97K	+8.47%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.06%	24.6K	571.46K	24.6K	+100.00%
Sep 30, 2025	OXBOW ADVISORS, LLC	0.06%	24.08K	559.47K	0	0
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0.06%	23.03K	534.96K	17.42K	+310.21%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.06%	22.22K	516.21K	1.7K	+8.26%
Sep 30, 2025	OPTIMUM INVESTMENT ADVISORS	0.05%	20.85K	484.35K	0	0
Sep 30, 2025	COBBLESTONE CAPITAL ADVISORS LLC /NY/	0.05%	20.25K	470.41K	0	0
Sep 30, 2025	OPPENHEIMER & CO INC	0.05%	20.25K	470.32K	17	+0.08%
Sep 30, 2025	FMR LLC	0.05%	19.66K	456.62K	-444	-2.21%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	19.12K	444K	217	+1.15%
Sep 30, 2025	VANGUARD GROUP INC	7.58%	2.96M	68.81M	-76.57K	-2.52%
Sep 30, 2025	FIRST RESERVE GP XIII LTD	7.45%	2.91M	67.63M	0	0
Sep 30, 2025	BLACKROCK, INC.	5.62%	2.2M	51.02M	5.01K	+0.23%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.46%	1.35M	31.39M	35.32K	+2.68%
Sep 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	3.26%	1.27M	29.57M	193.2K	+17.89%
Sep 30, 2025	STATE STREET CORP	2.51%	983.18K	22.84M	71.67K	+7.86%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	2.44%	954.59K	22.18M	108.74K	+12.86%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.79%	699.3K	16.25M	3.38K	+0.49%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.07%	420K	9.76M	403.84K	+2,499.34%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.93%	364.4K	8.46M	62.55K	+20.72%
Sep 30, 2025	MORGAN STANLEY	0.9%	351.46K	8.16M	10.69K	+3.14%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.77%	300.44K	6.98M	163.42K	+119.26%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.69%	269.57K	6.26M	2.21K	+0.83%
Sep 30, 2025	PEAK6 LLC	0.67%	260.8K	6.06M	225.2K	+632.58%
Sep 30, 2025	NORTHERN TRUST CORP	0.65%	253.58K	5.89M	6.75K	+2.74%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.61%	239.94K	5.57M	-32	-0.01%
Sep 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.12%	48.45K	1.13M	15.47K	+46.88%
Sep 30, 2025	RHUMBLINE ADVISERS	0.12%	45.01K	1.05M	-779	-1.70%
Sep 30, 2025	BARCLAYS PLC	0.11%	43.51K	1.01M	-11.98K	-21.59%
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.11%	43.5K	1.01M	43.5K	+100.00%
Jun 30, 2025	AVENTAIL CAPITAL GROUP, LP	0.1%	40.47K	893.96K	0	0
Jun 30, 2025	NUVEEN, LLC	0.15%	59.41K	1.31M	-359.32K	-85.81%
Jun 30, 2025	ONE8ZERO8, LLC	0.32%	126.86K	2.8M	-8.45K	-6.24%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.09%	33.5K	741K	2.96K	+9.70%
Jun 30, 2025	CERITY PARTNERS LLC	0.09%	34.26K	756.86K	34.26K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	34.5K	762.11K	-18.8K	-35.27%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.3%	117.76K	2.6M	18.16K	+18.24%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.31%	122.33K	2.7M	45.56K	+59.35%
Jun 30, 2025	UBS GROUP AG	0.32%	124.09K	2.74M	-22.07K	-15.10%
Jun 30, 2025	LEE DANNER & BASS INC	0.33%	128.48K	2.84M	-2K	-1.53%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.36%	139.41K	3.08M	4.86K	+3.61%
Jun 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.37%	146.25K	3.23M	4.37K	+3.08%
Jun 30, 2025	INVESCO LTD.	0.38%	149.47K	3.3M	79.37K	+113.23%
Jun 30, 2025	JPMORGAN CHASE & CO	0.52%	202.89K	4.48M	14.09K	+7.46%
Jun 30, 2025	FIRST WILSHIRE SECURITIES MANAGEMENT INC	0.57%	223.75K	4.94M	188.77K	+539.66%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.78%	695.92K	15.38M	60.23K	+9.47%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	2.16%	845.85K	18.68M	140.77K	+19.96%
Jun 30, 2025	STATE STREET CORP	2.33%	911.51K	20.14M	157.04K	+20.81%
Jun 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.76%	1.08M	23.85M	59.36K	+5.82%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.37%	1.32M	29.07M	62.24K	+4.97%
Jun 30, 2025	CITADEL ADVISORS LLC	0.15%	58.6K	1.29B	45.9K	+361.42%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.35%	137.02K	3.03B	-66.79K	-32.77%
Jun 30, 2025	MORGAN STANLEY	0.87%	340.77K	7.53B	51.72K	+17.89%
Jun 30, 2025	VANGUARD GROUP INC	7.77%	3.04M	67.13M	523.4K	+20.81%
Jun 30, 2025	JANE STREET GROUP, LLC	0.1%	38.5K	850.47K	38.5K	+100.00%
Jun 30, 2025	HOSKING PARTNERS LLP	0.09%	34.82K	769.2K	-614	-1.73%
Jun 30, 2025	PEAK6 LLC	0.09%	35.6K	786.4K	-2.9K	-7.53%
Jun 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.1%	37.62K	831.03K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.12%	45.39K	1M	9.31K	+25.82%
Jun 30, 2025	RHUMBLINE ADVISERS	0.12%	45.79K	1.01M	3.82K	+9.11%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.14%	54.7K	1.21M	24.46K	+80.88%
Jun 30, 2025		0.15%	59.41K	1.31M	-359.32K	-85.81%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.16%	61.08K	1.35M	-138.73K	-69.43%
Jun 30, 2025	SECURITY NATIONAL BANK	0.21%	82.11K	1.81M	10.17K	+14.14%
Jun 30, 2025	GABELLI FUNDS LLC	0.22%	87.28K	1.93M	1.79K	+2.10%
Jun 30, 2025	MERRION INVESTMENT MANAGEMENT CO, LLC	0.22%	87.57K	1.93M	-10.28K	-10.50%
Jun 30, 2025	BECK MACK & OLIVER LLC	0.53%	208.35K	4.6M	-470	-0.23%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.6%	235.74K	5.21M	21.31K	+9.94%
Jun 30, 2025	ETHIC INC.	0.14%	54.12K	1.22M	2.18K	+4.20%
Jun 30, 2025	SWISS NATIONAL BANK	0.14%	55.24K	1.22M	-1K	-1.78%
Jun 30, 2025	BARCLAYS PLC	0.14%	55.49K	1.23M	21.99K	+65.66%
Jun 30, 2025	INLET PRIVATE WEALTH, LLC	0.15%	57.2K	1.26M	-1.65K	-2.80%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.15%	57.73K	1.28M	-55.03K	-48.80%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.61%	239.97K	5.3M	18.17K	+8.19%
Jun 30, 2025	NORTHERN TRUST CORP	0.63%	246.83K	5.45M	15.87K	+6.87%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.67%	263.36K	5.82M	83.8K	+46.67%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.68%	267.36K	5.91M	13.9K	+5.48%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.77%	301.85K	6.67M	-244	-0.08%
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.99%	386.82K	8.55M	4.06K	+1.06%
Jun 30, 2025	GOODHAVEN CAPITAL MANAGEMENT, LLC	1.41%	552.15K	12.2M	14.3K	+2.66%
Jun 30, 2025	BLACKROCK, INC.	5.6%	2.19M	48.4M	171.26K	+8.48%
Jun 30, 2025	FIRST RESERVE GP XIII LTD	7.45%	2.91M	64.31M	0	0
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.77%	253.46K	6.23M	-10.98K	-4.15%
Mar 31, 2025	MORGAN STANLEY	0.87%	289.05K	7.11M	-21.14K	-6.82%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.91%	302.1K	7.43M	-376	-0.12%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	53.3K	1.31M	500	+0.95%
Mar 31, 2025	SWISS NATIONAL BANK	0.17%	56.24K	1.38M	7K	+14.21%
Mar 31, 2025	CITADEL ADVISORS LLC	0.19%	62.7K	1.54M	-4.62K	-6.86%
Mar 31, 2025	WEST OAK CAPITAL, LLC	0.34%	112.13K	27.57M	3.62K	+3.33%
Mar 31, 2025	HARBOR CAPITAL ADVISORS, INC.	1.16%	382.75K	9.41M	92.2K	+31.73%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.41%	134K	3.3M	-83.8K	-38.48%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.6%	199.8K	4.91M	-22.3K	-10.04%
Mar 31, 2025	STATE STREET CORP	2.28%	754.47K	18.55M	7.6K	+1.02%
Mar 31, 2025	FIRST RESERVE GP XIII LTD	8.8%	2.91M	71.59M	2.91M	+100.00%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.65%	214.43K	5.27M	1.09K	+0.51%
Mar 31, 2025	GOODHAVEN CAPITAL MANAGEMENT, LLC	1.63%	537.85K	13.23M	6.99K	+1.32%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.92%	635.69K	15.64M	59.27K	+10.28%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	2.13%	705.08K	17.34M	91K	+14.82%
Mar 31, 2025	UBS GROUP AG	0.13%	44.2K	1.09M	44.2K	+100.00%
Mar 31, 2025	LEE DANNER & BASS INC	0.39%	130.48K	3.21M	0	0
Mar 31, 2025	ETHIC INC.	0.16%	51.94K	1.29M	1.09K	+2.14%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.17%	56.08K	1.38M	-23.79K	-29.79%
Mar 31, 2025	INLET PRIVATE WEALTH, LLC	0.18%	58.85K	1.45M	-800	-1.34%
Mar 31, 2025	INVESCO LTD.	0.21%	70.1K	1.72M	-6.74K	-8.77%
Mar 31, 2025	SECURITY NATIONAL BANK	0.22%	71.94K	1.77M	15.1K	+26.56%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.62%	203.81K	5.01M	9.94K	+5.13%
Mar 31, 2025	BECK MACK & OLIVER LLC	0.63%	208.82K	5.13M	-561	-0.27%
Mar 31, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	3.09%	1.02M	25.09M	-91.42K	-8.22%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.79%	1.25M	30.83M	92.41K	+7.96%
Mar 31, 2025	BLACKROCK, INC.	6.11%	2.02M	49.67M	45.66K	+2.31%
Mar 31, 2025	VANGUARD GROUP INC	7.61%	2.52M	61.86M	60.48K	+2.46%
Mar 31, 2025	MERRION INVESTMENT MANAGEMENT CO, LLC	0.3%	97.85K	2.41M	7	+0.01%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.3%	99.59K	2.45M	8.74K	+9.62%
Mar 31, 2025	RHUMBLINE ADVISERS	0.13%	41.97K	1.03M	37	+0.09%
Mar 31, 2025	JPMORGAN CHASE & CO	0.57%	188.8K	4.64M	-78.44K	-29.35%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.34%	112.75K	2.77M	-62.91K	-35.81%
Mar 31, 2025		0.41%	135.31K	3.33M	2.1K	+1.58%
Mar 31, 2025	MARSHALL WACE, LLP	0.48%	160.24K	3.94M	38.77K	+31.92%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.54%	179.53K	4.41M	126.99K	+241.70%
Mar 31, 2025	ANCORA ADVISORS, LLC	0.54%	179.55K	4.42M	1.47K	+0.82%
Mar 31, 2025	GABELLI FUNDS LLC	0.26%	85.49K	2.1M	11.95K	+16.25%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.41%	134.54K	3.31M	8.16K	+6.45%
Mar 31, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.43%	141.89K	3.51M	-321	-0.23%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.67%	221.8K	5.45M	3.88K	+1.78%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.23%	76.77K	1.89M	25.43K	+49.54%
Mar 31, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.23%	76.78K	1.89M	16.28K	+26.91%
Mar 31, 2025	NORTHERN TRUST CORP	0.7%	230.96K	5.68M	2.15K	+0.94%

Insiders

Insiders	Designation	Shares Held
CREE BRIAN	President & Interim CEO	392.97K
GERRITY ROBERT W	Chief Executive Officer	362.04K
HENDERSON JAMES P	Chief Financial Officer	176.2K
STEINBERG JOSEPH S	director	108.5K
MORELLA MIKE	VP - Chief Accounting Officer	82.41K
SABOL MICHAEL	VP - SEC and Financial Rprtng	64.91K
HUMBER CHRISTOPHER I	General Counsel and Secretary	55K
O LEARY DAN	director	33.79K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 15, 2026	STEINBERG JOSEPH S	PURCHASE	16.16	40.88K	660.53K	108.5K
May 28, 2026	STEINBERG JOSEPH S	PURCHASE	17.00	59.12K	1.01M	60.55K
Mar 31, 2026	CREE BRIAN	SALE	18.51	50K	925.5K	392.97K
Mar 31, 2026	O LEARY DAN	PURCHASE	18.56	10K	185.6K	33.79K
Mar 31, 2026	HENDERSON JAMES P	PURCHASE	18.67	5K	93.35K	176.2K
Mar 30, 2026	HENDERSON JAMES P	PURCHASE	18.71	5K	93.55K	171.2K
Mar 30, 2026	CREE BRIAN	SALE	18.65	70.14K	1.31M	442.97K
Feb 24, 2026	GERRITY ROBERT W	SALE	22.35	9.95K	222.4K	362.04K
Feb 24, 2026	CREE BRIAN	SALE	22.33	5.28K	117.94K	458.94K
Feb 24, 2026	HENDERSON JAMES P	SALE	22.31	2.37K	52.79K	166.2K
Jan 21, 2026	GERRITY ROBERT W	SALE	19.66	36.79K	723.38K	371.99K
Jan 21, 2026	CREE BRIAN	SALE	19.69	1.44K	28.36K	464.23K
Jan 20, 2026	CREE BRIAN	SALE	19.33	18K	347.89K	465.67K
Jan 20, 2026	GERRITY ROBERT W	SALE	19.29	45.46K	877.12K	408.78K
Jan 16, 2026	CREE BRIAN	SALE	19.37	19.82K	384.05K	483.67K
Jan 16, 2026	GERRITY ROBERT W	SALE	19.39	31.46K	610.01K	454.24K
Jan 15, 2026	GERRITY ROBERT W	SALE	19.83	28.99K	574.92K	485.7K
Jan 15, 2026	CREE BRIAN	SALE	19.82	16.19K	320.9K	503.49K
Jan 14, 2026	GERRITY ROBERT W	SALE	20.14	90.74K	1.83M	514.69K
Jan 14, 2026	CREE BRIAN	SALE	20.12	43.22K	869.33K	519.68K
Jan 14, 2026	SABOL MICHAEL	SALE	20.14	4.5K	90.56K	64.91K
Jan 14, 2026	MORELLA MIKE	SALE	20.13	5.2K	104.71K	82.41K
Sep 02, 2025	HENDERSON JAMES P	SALE	26.44	23.52K	621.67K	168.57K
Jun 09, 2025	GERRITY ROBERT W	PURCHASE	23.29	10K	232.9K	827.17K
Jan 14, 2025	SABOL MICHAEL	SALE	26.70	6.71K	179.23K	63.41K
Jan 14, 2025	MORELLA MIKE	SALE	26.69	8.14K	217.37K	81.62K
Sep 13, 2024	GERRITY ROBERT W	PURCHASE	24.73	10K	247.3K	495.31K
Sep 14, 2023	HENDERSON JAMES P	PURCHASE	22.99	10K	229.9K	190K
Sep 11, 2023	GERRITY ROBERT W	PURCHASE	23.56	5K	117.8K	169.1K
Sep 05, 2023	GERRITY ROBERT W	PURCHASE	23.60	5K	118K	164.1K
Aug 28, 2023	GERRITY ROBERT W	PURCHASE	23.08	5K	115.4K	159.1K
Aug 21, 2023	O LEARY DAN	PURCHASE	23.46	4K	93.85K	12.33K
Mar 22, 2023	GERRITY ROBERT W	PURCHASE	16.85	5K	84.25K	154.1K
Mar 22, 2023	STEINBERG JOSEPH S	PURCHASE	16.99	158K	2.68M	487.05K
Mar 17, 2023	STEINBERG JOSEPH S	PURCHASE	16.99	16.11K	273.66K	329.05K
Mar 16, 2023	STEINBERG JOSEPH S	PURCHASE	16.95	25.89K	438.89K	312.94K
Mar 15, 2023	HUMBER CHRISTOPHER I	PURCHASE	16.57	5K	82.85K	55K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE120K5

SALES137.74K5

NET SHARES-17.74K0

SHARES HELD2.37M10

% NET SHARES-100.75%-100%

VTS Stock Ownership Breakdown

Vitesse Energy

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