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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.
About 97.92% of WLY shares are held by financial institutions. ACCESS INVESTMENT MANAGEMENT LLC is the top corporate investor, holding 155.94K shares valued at $6.31M. A 0.29% stake in John Wiley & Sons, Inc. is owned by the company. UBS GROUP AG owns 164.4K shares valued at $5.04B, which translates its holding of 0.31% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | ACCESS INVESTMENT MANAGEMENT LLC | 0.29% | 155.94K | 6.31M | 0 | 0 |
| Dec 31, 2025 | UBS GROUP AG | 0.31% | 164.4K | 5.04B | -47.45K | -22.40% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.35% | 183.85K | 5.63B | -98.98K | -35.00% |
| Dec 31, 2025 | PROSHARE ADVISORS LLC | 0.36% | 190.69K | 5.84M | 26.91K | +16.43% |
| Dec 31, 2025 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.06% | 34.48K | 1.06M | -2.02K | -5.53% |
| Dec 31, 2025 | BLACKROCK, INC. | 11.55% | 6.13M | 187.8B | 147.41K | +2.46% |
| Dec 31, 2025 | PRUDENTIAL FINANCIAL INC | 0.08% | 44.65K | 1.37B | -2.81K | -5.91% |
| Dec 31, 2025 | CARDINAL CAPITAL MANAGEMENT | 0.08% | 45.09K | 1.4M | 1.33K | +3.05% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.09% | 46.98K | 1.44M | -34.24K | -42.16% |
| Dec 31, 2025 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 0.09% | 50.08K | 1.53M | 0 | 0 |
| Dec 31, 2025 | SEI INVESTMENTS CO | 0.11% | 57.01K | 1.75M | 30.66K | +116.35% |
| Dec 31, 2025 | ELO MUTUAL PENSION INSURANCE CO | 0.11% | 57.02K | 1.75M | 21.37K | +59.96% |
| Dec 31, 2025 | SEIZERT CAPITAL PARTNERS, LLC | 0.12% | 65.6K | 2.01M | 2.16K | +3.40% |
| Dec 31, 2025 | CLARK ESTATES INC/NY | 0.13% | 67K | 2.05M | 9.75K | +17.03% |
| Dec 31, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.13% | 67.21K | 2.06M | -10.98K | -14.04% |
| Dec 31, 2025 | PRINCIPAL FINANCIAL GROUP INC | 0.37% | 195.46K | 5.99M | -2.81K | -1.42% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.38% | 204.36K | 6.26B | 89.76K | +78.32% |
| Dec 31, 2025 | THOMPSON SIEGEL & WALMSLEY LLC | 0.44% | 235.46K | 7.21M | 137.25K | +139.74% |
| Dec 31, 2025 | ALLIANZ ASSET MANAGEMENT GMBH | 0.45% | 240.39K | 7.36M | -28.2K | -10.50% |
| Dec 31, 2025 | LOOMIS SAYLES & CO L P | 0.47% | 250.34K | 7.67M | -12.19K | -4.64% |
| Dec 31, 2025 | SG CAPITAL MANAGEMENT LLC | 0.48% | 252.6K | 7.74M | -1.22M | -82.87% |
| Dec 31, 2025 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.53% | 283.52K | 8.68M | -162.1K | -36.38% |
| Dec 31, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.57% | 300.4K | 9.2M | 0 | 0 |
| Dec 31, 2025 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 0.74% | 393.72K | 12.06M | -1.93K | -0.49% |
| Dec 31, 2025 | MARSHALL WACE, LLP | 0.75% | 400.67K | 12.27M | 400.67K | +100.00% |
| Dec 31, 2025 | NUVEEN, LLC | 0.14% | 73.98K | 2.27B | -3.29K | -4.25% |
| Dec 31, 2025 | XTX TOPCO LTD | 0.15% | 82.19K | 2.52B | 82.19K | +100.00% |
| Dec 31, 2025 | SWISS NATIONAL BANK | 0.16% | 83.3K | 2.55M | 1.1K | +1.34% |
| Dec 31, 2025 | KENDALL CAPITAL MANAGEMENT | 0.17% | 88.23K | 2.7M | -10.04K | -10.21% |
| Dec 31, 2025 | BANK OF MONTREAL /CAN/ | 0.83% | 441.6K | 13.53M | 441.6K | +100.00% |
| Dec 31, 2025 | MORGAN STANLEY | 1.17% | 621.78K | 19.05B | -746.39K | -54.55% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 1.2% | 635.11K | 19.45M | -14.91K | -2.29% |
| Dec 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.27% | 672.13K | 20.59M | -432 | -0.06% |
| Dec 31, 2025 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.5% | 794.9K | 24.35M | -83.69K | -9.53% |
| Dec 31, 2025 | BANK OF NEW YORK MELLON CORP | 1.56% | 827.8K | 25.36M | 96.08K | +13.13% |
| Dec 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.8% | 953.9K | 29.22B | -5.16K | -0.54% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.07% | 35.77K | 1.1M | 35.77K | +100.00% |
| Dec 31, 2025 | HILLSDALE INVESTMENT MANAGEMENT INC. | 0.07% | 36.15K | 1.11M | 1.05K | +2.99% |
| Dec 31, 2025 | DEUTSCHE BANK AG\ | 0.07% | 36.74K | 1.13M | 4.4K | +13.60% |
| Dec 31, 2025 | JUPITER ASSET MANAGEMENT LTD | 0.08% | 42.4K | 1.3M | 0 | 0 |
| Dec 31, 2025 | NORGES BANK | 0.08% | 44K | 1.35M | 44K | +100.00% |
| Dec 31, 2025 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 0.08% | 44.07K | 1.36M | -7.3K | -14.21% |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 1% | 533.22K | 16.33B | 327.67K | +159.41% |
| Dec 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 3.02% | 1.6M | 49.03M | 43.01K | +2.76% |
| Dec 31, 2025 | VANGUARD GROUP INC | 9.12% | 4.84M | 148.26B | 25.17K | +0.52% |
| Dec 31, 2025 | STATE STREET CORP | 3.2% | 1.7M | 52.55M | 24.27K | +1.45% |
| Dec 31, 2025 | CLARKSTON CAPITAL PARTNERS, LLC | 4.93% | 2.62M | 80.19M | 410.12K | +18.58% |
| Dec 31, 2025 | BARCLAYS PLC | 0.13% | 70.06K | 2.15B | 4.67K | +7.14% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.17% | 92.43K | 2.83M | -473.01K | -83.65% |
| Dec 31, 2025 | HRT FINANCIAL LP | 0.17% | 92.49K | 2.83M | -18.61K | -16.75% |
| Dec 31, 2025 | BESSEMER GROUP INC | 0.19% | 100.36K | 3.07M | 100.25K | +91,974.31% |
| Dec 31, 2025 | UBS ASSET MANAGEMENT AMERICAS INC | 0.19% | 101.24K | 3.1M | 3.09K | +3.14% |
| Dec 31, 2025 | NEUBERGER BERMAN GROUP LLC | 5.78% | 3.07M | 93.96M | -205.08K | -6.27% |
| Dec 31, 2025 | LEGAL & GENERAL GROUP PLC | 0.2% | 108.45K | 3.32M | -5.68K | -4.98% |
| Dec 31, 2025 | RHUMBLINE ADVISERS | 0.21% | 112.7K | 3.45B | 55 | +0.05% |
| Dec 31, 2025 | LSV ASSET MANAGEMENT | 0.24% | 127.7K | 3.91M | 28.2K | +28.34% |
| Dec 31, 2025 | NORDEA INVESTMENT MANAGEMENT AB | 0.27% | 141.55K | 4.35M | -13.6K | -8.77% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.15% | 81.21K | 3.29M | 1.54K | +1.94% |
| Sep 30, 2025 | ACCESS INVESTMENT MANAGEMENT LLC | 0.29% | 155.94K | 6.31M | 66.66K | +74.66% |
| Sep 30, 2025 | VICTORY CAPITAL MANAGEMENT INC | 0.43% | 229.26K | 9.28M | 11.05K | +5.07% |
| Sep 30, 2025 | ALLIANZ ASSET MANAGEMENT GMBH | 0.5% | 268.59K | 10.87M | 49.88K | +22.81% |
| Sep 30, 2025 | UBS ASSET MANAGEMENT AMERICAS INC | 0.18% | 98.15K | 3.97M | -76.64K | -43.85% |
| Sep 30, 2025 | THOMPSON SIEGEL & WALMSLEY LLC | 0.18% | 98.21K | 3.98M | 14.14K | +16.81% |
| Sep 30, 2025 | LSV ASSET MANAGEMENT | 0.19% | 99.5K | 4.03M | 99.5K | +100.00% |
| Sep 30, 2025 | HRT FINANCIAL LP | 0.21% | 111.1K | 4.5M | 74.97K | +207.48% |
| Sep 30, 2025 | AMERICAN CENTURY COMPANIES INC | 0.26% | 136.82K | 5.54M | 30.52K | +28.71% |
| Sep 30, 2025 | RHUMBLINE ADVISERS | 0.21% | 112.64K | 4.56M | -1.61K | -1.41% |
| Sep 30, 2025 | AMERIPRISE FINANCIAL INC | 0.27% | 144.94K | 5.87M | -4.89K | -3.26% |
| Sep 30, 2025 | PROSHARE ADVISORS LLC | 0.31% | 163.78K | 6.63M | -2.51K | -1.51% |
| Sep 30, 2025 | PRINCIPAL FINANCIAL GROUP INC | 0.37% | 198.26K | 8.02M | -4.43K | -2.18% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.39% | 205.55K | 8.32M | 96.78K | +88.98% |
| Sep 30, 2025 | UBS GROUP AG | 0.4% | 211.85K | 8.57M | 39.14K | +22.66% |
| Sep 30, 2025 | LOOMIS SAYLES & CO L P | 0.49% | 262.52K | 10.62M | 16.39K | +6.66% |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.78% | 415.93K | 16.83M | -15.94K | -3.69% |
| Sep 30, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.86% | 459.02K | 18.58M | -69.07K | -13.08% |
| Sep 30, 2025 | OPHIR ASSET MANAGEMENT PTY LTD | 0.93% | 494.26K | 20M | -208.53K | -29.67% |
| Sep 30, 2025 | NORDEA INVESTMENT MANAGEMENT AB | 0.29% | 155.15K | 6.22M | 9.45K | +6.48% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.21% | 114.6K | 4.64M | 2.6K | +2.32% |
| Sep 30, 2025 | KENDALL CAPITAL MANAGEMENT | 0.18% | 98.26K | 3.98M | 4.57K | +4.87% |
| Sep 30, 2025 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.83% | 445.62K | 18.03M | 295.62K | +197.08% |
| Sep 30, 2025 | LEGAL & GENERAL GROUP PLC | 0.21% | 114.14K | 4.62M | -3.38K | -2.88% |
| Sep 30, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.56% | 300.4K | 12.16M | 0 | 0 |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.53% | 282.83K | 11.45M | 2.66K | +0.95% |
| Sep 30, 2025 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 0.3% | 159.88K | 6.47M | 20.63K | +14.82% |
| Sep 30, 2025 | INVESCO LTD. | 1.11% | 591.56K | 23.94M | -3.26K | -0.55% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.06% | 565.44K | 22.88M | -19.36K | -3.31% |
| Sep 30, 2025 | SWISS NATIONAL BANK | 0.15% | 82.2K | 3.33M | 800 | +0.98% |
| Sep 30, 2025 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 0.74% | 395.64K | 16.01M | 395.64K | +100.00% |
| Sep 30, 2025 | FMR LLC | 0.58% | 310.78K | 12.58M | 90.04K | +40.79% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 1.22% | 650.02K | 26.31M | 78.6K | +13.75% |
| Sep 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.26% | 672.57K | 27.22M | 1.1K | +0.16% |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 1.37% | 731.73K | 29.61M | -28.76K | -3.78% |
| Sep 30, 2025 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.65% | 878.59K | 35.56M | -53.16K | -5.71% |
| Sep 30, 2025 | PALISADE CAPITAL MANAGEMENT, LP | 1.77% | 942.11K | 38.13M | -10.93K | -1.15% |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.8% | 959.06K | 38.82M | 8.73K | +0.92% |
| Sep 30, 2025 | MADISON AVENUE PARTNERS, LP | 2.19% | 1.17M | 47.38M | -882.07K | -42.97% |
| Sep 30, 2025 | BROWN ADVISORY INC | 2.26% | 1.21M | 48.81M | -22.79K | -1.85% |
| Sep 30, 2025 | MORGAN STANLEY | 2.56% | 1.37M | 55.37M | 46.16K | +3.49% |
| Sep 30, 2025 | SG CAPITAL MANAGEMENT LLC | 2.76% | 1.47M | 59.68M | 362.87K | +32.63% |
| Sep 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 2.92% | 1.56M | 63.04M | 55.16K | +3.67% |
| Sep 30, 2025 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2.95% | 1.57M | 63.67M | 19.07K | +1.23% |
| Sep 30, 2025 | STATE STREET CORP | 3.13% | 1.67M | 67.67M | -42.4K | -2.47% |
| Sep 30, 2025 | CLARKSTON CAPITAL PARTNERS, LLC | 4.14% | 2.21M | 89.35M | 315.33K | +16.66% |
| Sep 30, 2025 | NEUBERGER BERMAN GROUP LLC | 6.13% | 3.27M | 132.44M | 414.81K | +14.52% |
| Sep 30, 2025 | VANGUARD GROUP INC | 9.02% | 4.82M | 194.88M | -87.61K | -1.79% |
| Sep 30, 2025 | BLACKROCK, INC. | 11.21% | 5.98M | 242.17M | -44.14K | -0.73% |
| Sep 30, 2025 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.07% | 36.5K | 1.48M | 149 | +0.41% |
| Sep 30, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.07% | 38.36K | 1.55B | -23.06K | -37.54% |
| Sep 30, 2025 | MARTIN & CO INC /TN/ | 0.07% | 38.4K | 1.55M | 175 | +0.46% |
| Sep 30, 2025 | JUPITER ASSET MANAGEMENT LTD | 0.08% | 42.4K | 1.72M | -2.37K | -5.29% |
| Sep 30, 2025 | CARDINAL CAPITAL MANAGEMENT | 0.08% | 43.76K | 1.77M | 4.88K | +12.54% |
| Sep 30, 2025 | PRUDENTIAL FINANCIAL INC | 0.09% | 47.46K | 1.92M | -1.53K | -3.12% |
| Sep 30, 2025 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 0.09% | 50.08K | 2.03M | 0 | 0 |
| Sep 30, 2025 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 0.1% | 51.37K | 2.08M | -19.23K | -27.24% |
| Sep 30, 2025 | CONSOLIDATED PLANNING CORP | 0.11% | 56.21K | 2.27M | -19.89K | -26.14% |
| Sep 30, 2025 | CLARK ESTATES INC/NY | 0.11% | 57.25K | 2.32M | 0 | 0 |
| Sep 30, 2025 | SEIZERT CAPITAL PARTNERS, LLC | 0.12% | 63.44K | 2.57M | -1.18K | -1.83% |
| Sep 30, 2025 | BARCLAYS PLC | 0.12% | 65.39K | 2.65M | -22.77K | -25.83% |
| Sep 30, 2025 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 0.13% | 71.63K | 2.9M | -1.84K | -2.50% |
| Sep 30, 2025 | BASTION ASSET MANAGEMENT INC. | 0.13% | 71.86K | 2.9M | -25.68K | -26.33% |
| Sep 30, 2025 | NUVEEN, LLC | 0.14% | 77.27K | 3.13M | 0 | 0 |
| Sep 30, 2025 | ATOM INVESTORS LP | 0.15% | 78.18K | 3.16M | 1 | 0.00% |
| Sep 30, 2025 | WINTON GROUP LTD | 0.15% | 79.87K | 3.23M | 71.82K | +891.45% |
| Jun 30, 2025 | PALISADE CAPITAL MANAGEMENT, LP | 1.78% | 953.04K | 42.53M | -27.01K | -2.76% |
| Jun 30, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.98% | 528.09K | 23.57M | 403.39K | +323.49% |
| Jun 30, 2025 | CAPTION MANAGEMENT, LLC | 0.26% | 137.27K | 6.13M | 137.27K | +100.00% |
| Jun 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.26% | 137.23K | 6.12M | 115.03K | +518.16% |
| Jun 30, 2025 | LEGAL & GENERAL GROUP PLC | 0.22% | 117.52K | 5.24M | 1.31K | +1.13% |
| Jun 30, 2025 | RHUMBLINE ADVISERS | 0.21% | 114.25K | 5.1M | 779 | +0.69% |
| Jun 30, 2025 | AMERICAN CENTURY COMPANIES INC | 0.2% | 106.3K | 4.74M | 3.52K | +3.43% |
| Jun 30, 2025 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.19% | 104.41K | 4.66M | 104.41K | +100.00% |
| Jun 30, 2025 | UBS ASSET MANAGEMENT AMERICAS INC | 0.33% | 174.8K | 7.8M | 52.36K | +42.77% |
| Jun 30, 2025 | UBS GROUP AG | 0.32% | 172.72K | 7.71M | -79.15K | -31.42% |
| Jun 30, 2025 | 0.18% | 97.54K | 4.24M | 97.54K | +100.00% | |
| Jun 30, 2025 | KENDALL CAPITAL MANAGEMENT | 0.17% | 93.7K | 4.18M | 9.08K | +10.73% |
| Jun 30, 2025 | ACCESS INVESTMENT MANAGEMENT LLC | 0.17% | 89.28K | 3.98M | 89.28K | +100.00% |
| Jun 30, 2025 | BLACKROCK, INC. | 11.23% | 6.03M | 269.03M | -101.88K | -1.66% |
| Jun 30, 2025 | VANGUARD GROUP INC | 9.13% | 4.9M | 218.82M | -238.08K | -4.63% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.21% | 112K | 5B | 4.06K | +3.76% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0.2% | 108.77K | 4.85B | -57.02K | -34.39% |
| Jun 30, 2025 | NEUBERGER BERMAN GROUP LLC | 5.32% | 2.86M | 127.54M | 1.55M | +118.83% |
| Jun 30, 2025 | CLARKSTON CAPITAL PARTNERS, LLC | 3.53% | 1.89M | 84.46M | -1.16M | -38.02% |
| Jun 30, 2025 | STATE STREET CORP | 3.19% | 1.71M | 76.52M | 34.78K | +2.07% |
| Jun 30, 2025 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2.9% | 1.55M | 69.37M | -30.51K | -1.93% |
| Jun 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 2.8% | 1.5M | 67.07M | -20.25K | -1.33% |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.77% | 950.33K | 42.42M | 14.4K | +1.54% |
| Jun 30, 2025 | BANK OF NEW YORK MELLON CORP | 1.42% | 760.48K | 33.94M | -27.16K | -3.45% |
| Jun 30, 2025 | OPHIR ASSET MANAGEMENT PTY LTD | 1.31% | 702.79K | 27.68M | -350.43K | -33.27% |
| Jun 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.25% | 671.46K | 29.97M | -14.99K | -2.18% |
| Jun 30, 2025 | INVESCO LTD. | 1.11% | 594.82K | 26.55M | 391.43K | +192.45% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.09% | 584.8K | 26.1M | -151.56K | -20.58% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 1.06% | 571.43K | 25.5M | 91.29K | +19.01% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.8% | 431.86K | 19.27M | -7.56K | -1.72% |
| Jun 30, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.56% | 300.4K | 13.41M | 1.17K | +0.39% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.52% | 280.17K | 12.5M | -31.56K | -10.12% |
| Jun 30, 2025 | SG CAPITAL MANAGEMENT LLC | 0.47% | 250K | 11.16M | 250K | +100.00% |
| Jun 30, 2025 | LOOMIS SAYLES & CO L P | 0.46% | 246.13K | 10.98M | 5.78K | +2.40% |
| Jun 30, 2025 | MARSHALL WACE, LLP | 0.44% | 233.68K | 10.43M | 175.35K | +300.61% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.42% | 225.6K | 10.07M | 225.6K | +100.00% |
| Jun 30, 2025 | FMR LLC | 0.41% | 220.74K | 9.85M | 63.77K | +40.62% |
| Jun 30, 2025 | ALLIANZ ASSET MANAGEMENT GMBH | 0.41% | 218.71K | 9.76M | 57.03K | +35.27% |
| Jun 30, 2025 | BASTION ASSET MANAGEMENT INC. | 0.18% | 97.54K | 4.24M | 97.54K | +100.00% |
| Jun 30, 2025 | MORGAN STANLEY | 2.46% | 1.32M | 59B | 102.29K | +8.39% |
| Jun 30, 2025 | THOMPSON SIEGEL & WALMSLEY LLC | 0.16% | 84.08K | 3.75M | 2.42K | +2.96% |
| Jun 30, 2025 | ATOM INVESTORS LP | 0.15% | 78.18K | 3.49M | 19.09K | +32.31% |
| Jun 30, 2025 | CONSOLIDATED PLANNING CORP | 0.14% | 76.1K | 3.4M | 9.08K | +13.54% |
| Jun 30, 2025 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 0.14% | 73.46K | 3.28M | 1.61K | +2.24% |
| Jun 30, 2025 | SPEARS ABACUS ADVISORS LLC | 0.13% | 67.97K | 3.03M | -797 | -1.16% |
| Jun 30, 2025 | SEIZERT CAPITAL PARTNERS, LLC | 0.12% | 64.62K | 2.88M | 1.44K | +2.28% |
| Jun 30, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.11% | 61.42K | 2.74M | 49.85K | +431.11% |
| Jun 30, 2025 | CLARK ESTATES INC/NY | 0.11% | 57.25K | 2.56M | 0 | 0 |
| Jun 30, 2025 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 0.09% | 48.59K | 2.17M | -25 | -0.05% |
| Jun 30, 2025 | ALLIANCEBERNSTEIN L.P. | 0.08% | 44.79K | 2B | 3.7K | +9.01% |
| Jun 30, 2025 | JUPITER ASSET MANAGEMENT LTD | 0.08% | 44.77K | 2M | 44.77K | +100.00% |
| Jun 30, 2025 | MAGNETAR FINANCIAL LLC | 0.08% | 41.47K | 1.85M | 17.05K | +69.79% |
| Jun 30, 2025 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.07% | 39.65K | 1.77B | -357 | -0.89% |
| Jun 30, 2025 | FIRST PACIFIC ADVISORS, LP | 0.07% | 39.14K | 1.75M | 0 | 0 |
| Jun 30, 2025 | CARDINAL CAPITAL MANAGEMENT | 0.07% | 38.88K | 1.74M | 726 | +1.90% |
| Jun 30, 2025 | MARTIN & CO INC /TN/ | 0.07% | 38.22K | 1.71M | 35 | +0.09% |
| Jun 30, 2025 | DARK FOREST CAPITAL MANAGEMENT LP | 0.07% | 37.29K | 1.66M | 24.1K | +182.60% |
| Jun 30, 2025 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.07% | 36.35K | 1.62M | -565 | -1.53% |
| Jun 30, 2025 | HRT FINANCIAL LP | 0.07% | 36.13K | 1.61M | -31.95K | -46.93% |
| Jun 30, 2025 | UNCOMMON CENTS INVESTING LLC | 0.07% | 35.56K | 1.59M | -280 | -0.78% |
| Jun 30, 2025 | VICTORY CAPITAL MANAGEMENT INC | 0.41% | 218.2K | 9.74M | 41.51K | +23.49% |
| Jun 30, 2025 | PRINCIPAL FINANCIAL GROUP INC | 0.38% | 202.69K | 9.05M | -20.28K | -9.10% |
| Jun 30, 2025 | WESTFIELD CAPITAL MANAGEMENT CO LP | 0.32% | 169.77K | 7.58M | -16.25K | -8.73% |
| Jun 30, 2025 | PROSHARE ADVISORS LLC | 0.31% | 166.29K | 7.42M | 3.65K | +2.25% |
| Jun 30, 2025 | CEREDEX VALUE ADVISORS LLC | 0.29% | 154.2K | 6.88M | -35.3K | -18.63% |
| Jun 30, 2025 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.28% | 150K | 6.69M | 48.99K | +48.50% |
| Jun 30, 2025 | AMERIPRISE FINANCIAL INC | 0.28% | 149.83K | 6.69M | -8.52K | -5.38% |
| Jun 30, 2025 | NORDEA INVESTMENT MANAGEMENT AB | 0.27% | 145.7K | 6.55M | -913 | -0.62% |
| Jun 30, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0.19% | 99.49K | 4.44M | 81.16K | +442.72% |
| Jun 30, 2025 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 0.26% | 139.25K | 6.21M | -137.8K | -49.74% |
| Jun 30, 2025 | MADISON AVENUE PARTNERS, LP | 3.82% | 2.05M | 91.61M | -155.37K | -7.04% |
| Jun 30, 2025 | BROWN ADVISORY INC | 2.29% | 1.23M | 54.84M | 43.89K | +3.70% |
| Jun 30, 2025 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.74% | 931.75K | 41.58M | -75.07K | -7.46% |
| Mar 31, 2025 | WESTFIELD CAPITAL MANAGEMENT CO LP | 0.34% | 186.01K | 8.29M | -8.9K | -4.57% |
| Mar 31, 2025 | MADISON AVENUE PARTNERS, LP | 4.09% | 2.21M | 98.39M | 111.27K | +5.31% |
| Mar 31, 2025 | STATE STREET CORP | 3.11% | 1.68M | 74.85M | -75.17K | -4.28% |
| Mar 31, 2025 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2.94% | 1.58M | 70.62M | 596.38K | +60.34% |
| Mar 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 2.82% | 1.52M | 67.86M | 15.7K | +1.04% |
| Mar 31, 2025 | SG CAPITAL MANAGEMENT LLC | 2.59% | 1.4M | 62.27M | 449.98K | +47.50% |
| Mar 31, 2025 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.87% | 1.01M | 44.86M | -46.22K | -4.39% |
| Mar 31, 2025 | NORDEA INVESTMENT MANAGEMENT AB | 0.27% | 146.61K | 6.51M | -4.4K | -2.91% |
| Mar 31, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.23% | 124.7K | 5.56M | -36.81K | -22.79% |
| Mar 31, 2025 | UBS ASSET MANAGEMENT AMERICAS INC | 0.23% | 122.43K | 5.46M | 6.93K | +6.00% |
| Mar 31, 2025 | RHUMBLINE ADVISERS | 0.21% | 113.47K | 5.06M | -2.01K | -1.74% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.2% | 107.94K | 4.81M | -11.54K | -9.66% |
| Mar 31, 2025 | D. E. SHAW & CO., INC. | 0.2% | 106.19K | 4.73M | -114.25K | -51.83% |
| Mar 31, 2025 | AMERICAN CENTURY COMPANIES INC | 0.19% | 102.78K | 4.58M | 7.24K | +7.58% |
| Mar 31, 2025 | KENDALL CAPITAL MANAGEMENT | 0.16% | 84.62K | 3.77M | 7.22K | +9.33% |
| Mar 31, 2025 | MORGAN STANLEY | 2.26% | 1.22M | 54.35M | 137.61K | +12.72% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 1.36% | 736.36K | 32.81M | -62.45K | -7.82% |
| Mar 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.27% | 686.46K | 30.59M | -5.37K | -0.78% |
| Mar 31, 2025 | PROSHARE ADVISORS LLC | 0.3% | 162.63K | 7.25M | -17.68K | -9.81% |
| Mar 31, 2025 | ALLIANZ ASSET MANAGEMENT GMBH | 0.3% | 161.68K | 7.2M | 39.71K | +32.56% |
| Mar 31, 2025 | FMR LLC | 0.29% | 156.97K | 6.99M | 144.46K | +1,154.77% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0.89% | 480.13K | 21.39M | -46.13K | -8.77% |
| Mar 31, 2025 | NORTHERN TRUST CORP | 0.81% | 439.42K | 19.58M | -853 | -0.19% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.58% | 311.73K | 13.89M | 222.72K | +250.21% |
| Mar 31, 2025 | PRINCIPAL FINANCIAL GROUP INC | 0.41% | 222.97K | 9.94M | 5.9K | +2.72% |
| Mar 31, 2025 | UBS GROUP AG | 0.47% | 251.86K | 11.22M | -59.85K | -19.20% |
| Mar 31, 2025 | 0.45% | 241.35K | 10.75M | 241.35K | +100.00% | |
| Mar 31, 2025 | LOOMIS SAYLES & CO L P | 0.45% | 240.36K | 10.71M | -297 | -0.12% |
| Mar 31, 2025 | BROWN ADVISORY INC | 2.2% | 1.18M | 52.8M | 158.19K | +15.41% |
| Mar 31, 2025 | OPHIR ASSET MANAGEMENT PTY LTD | 1.95% | 1.05M | 46.93M | -40.39K | -3.69% |
| Mar 31, 2025 | INVESCO LTD. | 0.38% | 203.39K | 9.06M | -461K | -69.39% |
| Mar 31, 2025 | CEREDEX VALUE ADVISORS LLC | 0.35% | 189.5K | 8.44M | -700 | -0.37% |
| Mar 31, 2025 | VANGUARD GROUP INC | 9.53% | 5.14M | 229.08M | -177.83K | -3.34% |
| Mar 31, 2025 | VICTORY CAPITAL MANAGEMENT INC | 0.33% | 176.7K | 7.87M | 47.27K | +36.53% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0.29% | 158.62K | 7.07M | 158.62K | +100.00% |
| Mar 31, 2025 | AMERIPRISE FINANCIAL INC | 0.29% | 158.35K | 7.06M | -5.7K | -3.48% |
| Mar 31, 2025 | CLARKSTON CAPITAL PARTNERS, LLC | 5.66% | 3.05M | 136.06M | 4.62K | +0.15% |
| Mar 31, 2025 | BLACKROCK, INC. | 11.36% | 6.13M | 273.15M | -308.65K | -4.79% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.15% | 83.04K | 3.7M | -33.64K | -28.83% |
| Mar 31, 2025 | SWISS NATIONAL BANK | 0.15% | 83K | 3.7M | -1.3K | -1.54% |
| Mar 31, 2025 | THOMPSON SIEGEL & WALMSLEY LLC | 0.15% | 81.66K | 3.64M | -54.34K | -39.96% |
| Mar 31, 2025 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 0.13% | 71.85K | 3.2M | -665 | -0.92% |
| Mar 31, 2025 | PALISADE CAPITAL MANAGEMENT, LP | 1.82% | 980.04K | 43.67M | -6.98K | -0.71% |
| Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.73% | 935.93K | 41.72M | 18.33K | +2.00% |
| Mar 31, 2025 | BANK OF NEW YORK MELLON CORP | 1.46% | 787.64K | 35.1M | -328.78K | -29.45% |
| Mar 31, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.55% | 299.23K | 13.33M | 1.41K | +0.47% |
| Mar 31, 2025 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 0.51% | 277.05K | 12.35M | 174.37K | +169.81% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.31% | 165.79K | 7.39M | -4.02K | -2.37% |
| Mar 31, 2025 | NEUBERGER BERMAN GROUP LLC | 2.42% | 1.31M | 58.19M | 1.29M | +8,645.36% |
| Mar 31, 2025 | LEGAL & GENERAL GROUP PLC | 0.22% | 116.2K | 5.18M | -3.41K | -2.85% |
| Mar 31, 2024 | RHUMBLINE ADVISERS | 0.24% | 128.9K | 4.92M | -5.36K | -4.00% |
| Mar 31, 2024 | FMR LLC | 0.26% | 141.14K | 5.38M | 33.23K | +30.79% |
| Mar 31, 2024 | NORDEA INVESTMENT MANAGEMENT AB | 0.27% | 147.9K | 5.69M | -2.65K | -1.76% |
| Mar 31, 2024 | JACOBS LEVY EQUITY MANAGEMENT, INC | 0.28% | 153.2K | 5.84M | 28.05K | +22.42% |
| Mar 31, 2024 | WESTFIELD CAPITAL MANAGEMENT CO LP | 0.34% | 184.96K | 7.05M | 184.96K | +100.00% |
| Mar 31, 2024 | BANK OF MONTREAL /CAN/ | 0.34% | 188.98K | 7.26M | 188.98K | +100.00% |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0.36% | 194.67K | 7.42M | -208.86K | -51.76% |
| Mar 31, 2024 | EAGLE ASSET MANAGEMENT INC | 0.38% | 206.36K | 7.93M | 52.63K | +34.23% |
| Mar 31, 2024 | ADVISORS ASSET MANAGEMENT, INC. | 0.38% | 209.26K | 7.98M | 32.35K | +18.28% |
| Mar 31, 2024 | CEREDEX VALUE ADVISORS LLC | 0.39% | 211.9K | 8.08M | 599 | +0.28% |
| Mar 31, 2024 | LOOMIS SAYLES & CO L P | 0.39% | 212.98K | 8.12M | -97 | -0.05% |
| Mar 31, 2024 | PRINCIPAL FINANCIAL GROUP INC | 0.4% | 218.27K | 8.32M | -14.07K | -6.05% |
| Mar 31, 2024 | D. E. SHAW & CO., INC. | 0.4% | 220.44K | 8.41M | 0 | 0 |
| Mar 31, 2024 | THOMPSON SIEGEL & WALMSLEY LLC | 0.41% | 224.36K | 8.56M | 224.36K | +100.00% |
| Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.41% | 223.97K | 8.54M | 11.51K | +5.42% |
| Mar 31, 2024 | PROSHARE ADVISORS LLC | 0.42% | 230.96K | 8.81M | -16.99K | -6.85% |
| Mar 31, 2024 | NEW YORK STATE COMMON RETIREMENT FUND | 0.52% | 282.27K | 10.76M | -71 | -0.03% |
| Mar 31, 2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.52% | 283.11K | 10.79M | -42.17K | -12.96% |
| Mar 31, 2024 | NUVEEN ASSET MANAGEMENT, LLC | 0.61% | 334.42K | 12.75M | -77.76K | -18.86% |
| Mar 31, 2024 | MORGAN STANLEY | 0.66% | 363.68K | 13.87M | -161.49K | -30.75% |
| Mar 31, 2024 | J. GOLDMAN & CO LP | 0.7% | 385.89K | 14.71M | -362.57K | -48.44% |
| Mar 31, 2024 | NORTHERN TRUST CORP | 0.74% | 404.23K | 15.41M | -7.42K | -1.80% |
| Mar 31, 2024 | MAN GROUP PLC | 0.9% | 495.69K | 18.9M | 44.54K | +9.87% |
| Mar 31, 2024 | INVESCO LTD. | 1.45% | 792.49K | 30.22M | 567.27K | +251.87% |
| Mar 31, 2024 | BURGUNDY ASSET MANAGEMENT LTD. | 1.77% | 972.24K | 37.07M | 21.4K | +2.25% |
| Mar 31, 2024 | VANGUARD GROUP INC | 9.98% | 5.47M | 208.52M | 2.37K | +0.04% |
| Mar 31, 2024 | BLACKROCK INC. | 12.11% | 6.64M | 253.18M | -143.26K | -2.11% |
| Mar 31, 2024 | ENGINEERS GATE MANAGER LP | 0.17% | 95.23K | 3.63M | -9.84K | -9.37% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.77% | 419.92K | 16.01M | 58.51K | +16.19% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 1.12% | 611.37K | 23.31M | 15.74K | +2.64% |
| Mar 31, 2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.22% | 666.29K | 25.41M | 35.63K | +5.65% |
| Mar 31, 2024 | GEODE CAPITAL MANAGEMENT, LLC | 1.57% | 859.85K | 32.79M | 24.23K | +2.90% |
| Mar 31, 2024 | PALISADE CAPITAL MANAGEMENT, LP | 1.84% | 1.01M | 38.54M | 31.75K | +3.24% |
| Mar 31, 2024 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.93% | 1.06M | 40.44M | 188.21K | +21.57% |
| Mar 31, 2024 | SPEARS ABACUS ADVISORS LLC | 0.14% | 77.85K | 2.97M | 77.85K | +100.00% |
| Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 2.33% | 1.28M | 48.75M | 280.73K | +28.13% |
| Mar 31, 2024 | MADISON AVENUE PARTNERS, LP | 2.49% | 1.37M | 52.11M | 1.37M | +100.00% |
| Mar 31, 2024 | PRUDENTIAL FINANCIAL INC | 0.09% | 48.54K | 1.85M | 150 | +0.31% |
| Mar 31, 2024 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 0.09% | 48.85K | 1.86M | 3.35K | +7.37% |
| Mar 31, 2024 | ALLIANZ ASSET MANAGEMENT GMBH | 0.09% | 50.9K | 1.94M | 6.8K | +15.41% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.09% | 51.4K | 1.96M | 3.13K | +6.48% |
| Mar 31, 2024 | BALYASNY ASSET MANAGEMENT L.P. | 0.1% | 54.7K | 2.09M | -6K | -9.88% |
| Mar 31, 2024 | CREDIT SUISSE AG/ | 0.1% | 55.3K | 2.11M | 3.64K | +7.04% |
| Mar 31, 2024 | RUSSELL INVESTMENTS GROUP, LTD. | 0.11% | 58.57K | 2.23M | 15.78K | +36.88% |
| Mar 31, 2024 | ROYCE & ASSOCIATES LP | 0.11% | 60.18K | 2.29B | 18.19K | +43.31% |
| Mar 31, 2024 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 0.11% | 62.4K | 2.38M | -6.02K | -8.79% |
| Mar 31, 2024 | ACCESS INVESTMENT MANAGEMENT LLC | 0.12% | 66.28K | 2.53M | 22.57K | +51.64% |
| Mar 31, 2024 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 0.14% | 74.83K | 2.85M | -446 | -0.59% |
| Mar 31, 2024 | AMERICAN CENTURY COMPANIES INC | 0.14% | 76.46K | 2.92M | 14.01K | +22.42% |
| Mar 31, 2024 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2.53% | 1.39M | 53.05M | -10.71K | -0.76% |
| Mar 31, 2024 | STATE STREET CORP | 2.93% | 1.6M | 61.19M | -866.9K | -35.07% |
| Mar 31, 2024 | DIMENSIONAL FUND ADVISORS LP | 3.35% | 1.83M | 69.92M | 64.61K | +3.65% |
| Mar 31, 2024 | CLARKSTON CAPITAL PARTNERS, LLC | 7.47% | 4.11M | 156.58M | -127.71K | -3.02% |
| Mar 31, 2024 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 0.16% | 86.46K | 3.3M | -1.72K | -1.95% |
| Mar 31, 2024 | SWISS NATIONAL BANK | 0.16% | 86.5K | 3.3M | 0 | 0 |
| Mar 31, 2024 | TUDOR INVESTMENT CORP ET AL | 0.16% | 87.31K | 3.33M | -41.47K | -32.20% |
| Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 0.16% | 87.76K | 3.35M | -55.47K | -38.73% |
| Mar 31, 2024 | SEIZERT CAPITAL PARTNERS, LLC | 0.18% | 98.19K | 3.74M | 1.53K | +1.58% |
| Mar 31, 2024 | VICTORY CAPITAL MANAGEMENT INC | 0.18% | 100.09K | 3.82M | -180.96K | -64.39% |
| Mar 31, 2024 | MILLENNIUM MANAGEMENT LLC | 0.19% | 101.52K | 3.87M | -1.7K | -1.64% |
| Mar 31, 2024 | CLARK ESTATES INC/NY | 0.2% | 107.5K | 4.1M | 17.5K | +19.44% |
| Mar 31, 2024 | RENAISSANCE TECHNOLOGIES LLC | 0.21% | 112.6K | 4.29M | 800 | +0.72% |
| Mar 31, 2024 | LEGAL & GENERAL GROUP PLC | 0.21% | 117.34K | 4.47M | -384 | -0.33% |
| Dec 31, 2023 | CLARKSTON CAPITAL PARTNERS, LLC | 7.68% | 4.23M | 134.39M | 1.38M | +48.38% |
| Dec 31, 2023 | CANNELL & CO. | 0.17% | 95.07K | 3.02M | -9.44K | -9.03% |
| Dec 31, 2023 | SEIZERT CAPITAL PARTNERS, LLC | 0.18% | 96.66K | 3.07M | 9.21K | +10.53% |
| Dec 31, 2023 | WALLEYE TRADING LLC | 0.18% | 101.36K | 3.22M | 97.89K | +2,817.79% |
| Dec 31, 2023 | MILLENNIUM MANAGEMENT LLC | 0.19% | 103.22K | 3.28M | -105.44K | -50.53% |
| Dec 31, 2023 | ENGINEERS GATE MANAGER LP | 0.19% | 105.07K | 3.34M | 93.74K | +827.39% |
| Dec 31, 2023 | FMR LLC | 0.2% | 107.91K | 3.43M | 101.68K | +1,631.02% |
| Dec 31, 2023 | RENAISSANCE TECHNOLOGIES LLC | 0.2% | 111.8K | 3.55M | 111.8K | +100.00% |
| Dec 31, 2023 | LEGAL & GENERAL GROUP PLC | 0.21% | 117.73K | 3.74M | -1.31K | -1.10% |
| Dec 31, 2023 | JACOBS LEVY EQUITY MANAGEMENT, INC | 0.23% | 125.15K | 3.97M | 76.05K | +154.88% |
| Dec 31, 2023 | TUDOR INVESTMENT CORP ET AL | 0.23% | 128.78K | 4.09M | 51.75K | +67.18% |
| Dec 31, 2023 | RHUMBLINE ADVISERS | 0.24% | 134.27K | 4.26M | -8.09K | -5.68% |
| Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 0.26% | 143.23K | 4.55M | -620.43K | -81.24% |
| Dec 31, 2023 | NORDEA INVESTMENT MANAGEMENT AB | 0.27% | 150.55K | 4.76M | -2.11K | -1.38% |
| Dec 31, 2023 | EAGLE ASSET MANAGEMENT INC | 0.28% | 153.73K | 4.88M | -1.26K | -0.81% |
| Dec 31, 2023 | ADVISORS ASSET MANAGEMENT, INC. | 0.32% | 176.91K | 5.62M | 63.97K | +56.64% |
| Dec 31, 2023 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.35% | 192.34K | 6.1M | 71.64K | +59.36% |
| Dec 31, 2023 | CEREDEX VALUE ADVISORS LLC | 0.38% | 211.3K | 6.78M | 211.3K | +100.00% |
| Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.39% | 212.46K | 6.74M | -1.43K | -0.67% |
| Dec 31, 2023 | LOOMIS SAYLES & CO L P | 0.39% | 213.08K | 6.76M | -20.22K | -8.67% |
| Dec 31, 2023 | D. E. SHAW & CO., INC. | 0.4% | 220.44K | 7M | 24.5K | +12.51% |
| Dec 31, 2023 | INVESCO LTD. | 0.41% | 225.22K | 7.15M | 20.35K | +9.93% |
| Dec 31, 2023 | PRINCIPAL FINANCIAL GROUP INC | 0.42% | 232.33K | 7.37M | -5.44K | -2.29% |
| Dec 31, 2023 | NORGES BANK | 0.43% | 236.35K | 7.5M | 236.35K | +100.00% |
| Dec 31, 2023 | CARDINAL CAPITAL MANAGEMENT LLC /CT | 0.44% | 244.2K | 7.75M | -473.52K | -65.98% |
| Dec 31, 2023 | PROSHARE ADVISORS LLC | 0.45% | 247.95K | 7.87M | 27.6K | +12.53% |
| Dec 31, 2023 | VICTORY CAPITAL MANAGEMENT INC | 0.51% | 281.05K | 8.92M | -28.69K | -9.26% |
| Dec 31, 2023 | NEW YORK STATE COMMON RETIREMENT FUND | 0.51% | 282.34K | 8.96M | 11.45K | +4.23% |
| Dec 31, 2023 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.59% | 325.28K | 10.32M | 280.88K | +632.75% |
| Dec 31, 2023 | J. GOLDMAN & CO LP | 0.64% | 350K | 11.11M | 350K | +100.00% |
| Dec 31, 2023 | MARSHALL WACE, LLP | 0.65% | 360.35K | 11.44M | 141.31K | +64.51% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.66% | 361.41K | 11.47M | -10.34K | -2.78% |
| Dec 31, 2023 | CITADEL ADVISORS LLC | 0.73% | 403.53K | 12.81M | -210.02K | -34.23% |
| Dec 31, 2023 | NORTHERN TRUST CORP | 0.75% | 411.64K | 13.07M | -42.73K | -9.40% |
| Dec 31, 2023 | NUVEEN ASSET MANAGEMENT, LLC | 0.75% | 412.17K | 13.08M | -4.64K | -1.11% |
| Dec 31, 2023 | MAN GROUP PLC | 0.82% | 451.14K | 14.32M | 436.19K | +2,916.67% |
| Dec 31, 2023 | MORGAN STANLEY | 0.95% | 525.18K | 16.67M | 25.64K | +5.13% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 1.08% | 595.63K | 18.91M | 167.6K | +39.16% |
| Dec 31, 2023 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.14% | 630.66K | 20.02M | 15.03K | +2.44% |
| Dec 31, 2023 | GEODE CAPITAL MANAGEMENT, LLC | 1.52% | 835.62K | 26.53M | -39.28K | -4.49% |
| Dec 31, 2023 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.58% | 872.36K | 27.69M | 130K | +17.51% |
| Dec 31, 2023 | BURGUNDY ASSET MANAGEMENT LTD. | 1.73% | 950.84K | 30.18M | 950.84K | +100.00% |
| Dec 31, 2023 | PALISADE CAPITAL MANAGEMENT, LP | 1.78% | 978.9K | 31.07M | -69.23K | -6.61% |
| Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 1.81% | 997.82K | 31.67M | 113.81K | +12.87% |
| Dec 31, 2023 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2.54% | 1.4M | 44.5M | 302.49K | +27.51% |
| Dec 31, 2023 | DIMENSIONAL FUND ADVISORS LP | 3.21% | 1.77M | 56.15M | -10.52K | -0.59% |
| Dec 31, 2023 | STATE STREET CORP | 4.49% | 2.47M | 79.31M | 53.87K | +2.23% |
| Dec 31, 2023 | VANGUARD GROUP INC | 9.92% | 5.47M | 173.5M | -12 | 0.00% |
| Dec 31, 2023 | BLACKROCK INC. | 12.31% | 6.78M | 215.3M | 26.48K | +0.39% |
Among the WLY insiders holding of 9.44% of the stake in company, SMITH STEPHEN, President and CEO, holds the largest shares of 85.38K. RINCK GARY M, EVP and General Counsel, is the second largest WLY insider with ownership of 58.14K shares. KRITZMACHER JOHN A, CFO and EVP, stands third with possession of 58.02K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| SMITH STEPHEN | President and CEO | 85.38K |
| RINCK GARY M | EVP and General Counsel | 58.14K |
| KRITZMACHER JOHN A | CFO and EVP | 58.02K |
| KISSNER MATTHEW S | Interim President and CEO | 25.71K |
| WILEY DEBORAH E | 10 percent owner | 25.16K |
| ZIPPER TODD | EVP & GM, Talent | 16.79K |
| VERSES JUDY | EVP, Research | 14.23K |
| DOBSON DAVID C | director | 13.03K |
| MIRON STEVEN J. | SVP, STMS | 13.03K |
| ELFENBEIN REED | SVP, International Development | 12.1K |
| O'LEARY MARY JO | EVP, Human Resources | 11.56K |
| MATIN AREF | EVP, Chief Technology Officer | 8.17K |
| DYBERG PATRIK | Senior Vice President and Chie | 7.5K |
| LEAVY MATTHEW | EVP & GM, APL | 5.18K |
| SEMEL JOHN | EVP, Chief Strategy Officer | 5.08K |
| ALLIN MARK | President and CEO | 4.94K |
| MELANDO EDWARD J | SVP, Corporate Controller | 4.76K |
| SINGH ARCHANA | EVP, Human Resources | 2.02K |
| FLYNN JAY | EVP and GM, Research | 1.96K |
| MCMAHAN DANIELLE | EVP, Chief People and Bus Ops | 1.6K |
| O'NEIL JOAN | EVP, Knowledge and Learning | 1.07K |
| STOBAUGH CLAY | EVP, Chief Marketing Officer | 1.03K |
| MARZANO VINCENT | VP, Treasurer | 499 |
| MONACO KEVIN | SVP, Treasurer & Tax | 100 |
| SUGERMAN JEFFREY | EVP, Talent Solutions | 0 |
| CARIDI CHRISTOPHER | SVP, Global Corp Controller | 0 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Jan 09, 2024 | ZIPPER TODD | SALE | 31.12 | 3.94K | 122.46K | 16.79K |
| Oct 19, 2023 | KISSNER MATTHEW S | PURCHASE | 30.33 | 16.55K | 502.03K | 25.71K |
| Oct 16, 2023 | DOBSON DAVID C | PURCHASE | 29.92 | 5K | 149.6K | 13.03K |
| Jul 21, 2023 | DOBSON DAVID C | PURCHASE | 34.04 | 81 | 2.76K | 8.03K |
| Jun 26, 2023 | DOBSON DAVID C | PURCHASE | 31.66 | 3K | 95K | 7.95K |
| Apr 20, 2023 | WILEY DEBORAH E | PURCHASE | 38.95 | 1.8K | 70.11K | 25.16K |
| Apr 19, 2023 | WILEY DEBORAH E | PURCHASE | 38.75 | 1.5K | 58.13K | 23.36K |
| Apr 18, 2023 | WILEY DEBORAH E | PURCHASE | 38.62 | 1.5K | 57.93K | 21.86K |
| Mar 29, 2023 | LEAVY MATTHEW | SALE | 37.28 | 4.5K | 167.76K | 5.18K |
| Jan 12, 2023 | MATIN AREF | SALE | 43.51 | 11.45K | 498.14K | 8.17K |
| Dec 14, 2022 | MCMAHAN DANIELLE | SALE | 42.36 | 1.6K | 67.73K | 1.6K |
| Oct 24, 2022 | WILEY DEBORAH E | PURCHASE | 41.27 | 170 | 7.02K | 20.36K |
| Sep 15, 2022 | FLYNN JAY | SALE | 43.65 | 1.95K | 85.28K | 1.96K |
| Jul 18, 2022 | WILEY DEBORAH E | PURCHASE | 48.78 | 143 | 6.98K | 20.19K |
| Apr 18, 2022 | WILEY DEBORAH E | PURCHASE | 53.77 | 128 | 6.88K | 20.04K |
| Jan 10, 2022 | WILEY DEBORAH E | PURCHASE | 58.25 | 117 | 6.82K | 19.92K |
| Oct 25, 2021 | WILEY DEBORAH E | PURCHASE | 56.86 | 119 | 6.77K | 19.8K |
| Jul 19, 2021 | WILEY DEBORAH E | PURCHASE | 55.91 | 121 | 6.77K | 19.68K |
| Jul 16, 2021 | MONACO KEVIN | PURCHASE | 56.92 | 100 | 5.69K | 100 |
| Jul 14, 2021 | KRITZMACHER JOHN A | SALE | 58.30 | 15.77K | 919.45K | 58.02K |
| Jul 08, 2021 | MATIN AREF | SALE | 58.90 | 6.04K | 355.76K | 2.6K |
| Jul 07, 2021 | MATIN AREF | SALE | 59.77 | 7.29K | 435.96K | 8.64K |
| Jun 29, 2021 | VERSES JUDY | SALE | 60.04 | 2.4K | 143.91K | 14.23K |
| Jun 14, 2021 | KRITZMACHER JOHN A | SALE | 57.38 | 15K | 860.7K | 68.84K |
| Apr 19, 2021 | WILEY DEBORAH E | PURCHASE | 57.43 | 116 | 6.66K | 19.56K |
| Apr 14, 2021 | KISSNER MATTHEW S | SALE | 55.80 | 16.5K | 920.72K | 15.89K |
| Jan 21, 2021 | LEAVY MATTHEW | SALE | 47.31 | 500 | 23.66K | 526 |
| Jan 15, 2021 | CARIDI CHRISTOPHER | SALE | 47.37 | 1.13K | 53.34K | 0 |
| Jan 11, 2021 | WILEY DEBORAH E | PURCHASE | 49.00 | 135 | 6.62K | 19.44K |
| Jan 05, 2021 | KISSNER MATTHEW S | SALE | 46.65 | 8K | 373.2K | 32.39K |
| Oct 19, 2020 | WILEY DEBORAH E | PURCHASE | 34.00 | 192 | 6.53K | 19.31K |
| Jul 20, 2020 | WILEY DEBORAH E | PURCHASE | 36.04 | 180 | 6.49K | 19.12K |
| Apr 13, 2020 | WILEY DEBORAH E | PURCHASE | 38.26 | 167 | 6.39K | 18.94K |
| Mar 13, 2020 | WILEY DEBORAH E | SALE | 35.25 | 11K | 387.75K | 0 |
| Mar 12, 2020 | WILEY DEBORAH E | SALE | 32.41 | 4.54K | 147.04K | 11K |
| Jan 17, 2020 | RINCK GARY M | SALE | 49.24 | 10K | 492.35K | 58.14K |
| Jan 14, 2020 | WILEY DEBORAH E | PURCHASE | 49.41 | 128 | 6.32K | 18.77K |
| Oct 21, 2019 | WILEY DEBORAH E | PURCHASE | 44.00 | 143 | 6.29K | 18.64K |
| Sep 16, 2019 | CARIDI CHRISTOPHER | SALE | 46.43 | 450 | 20.89K | 2.23K |
| Sep 16, 2019 | DOBSON DAVID C | PURCHASE | 46.34 | 175 | 8.11K | 4.79K |
| Jul 22, 2019 | WILEY DEBORAH E | PURCHASE | 45.18 | 138 | 6.23K | 18.5K |
| Jun 14, 2019 | STOBAUGH CLAY | SALE | 45.64 | 2.15K | 98.13K | 1.03K |
| Apr 15, 2019 | WILEY DEBORAH E | PURCHASE | 46.96 | 128 | 6.01K | 18.36K |
| Apr 08, 2019 | STOBAUGH CLAY | SALE | 45.00 | 5.9K | 265.5K | 1.03K |
| Mar 25, 2019 | CARIDI CHRISTOPHER | SALE | 43.70 | 1.63K | 71.36K | 2.23K |
| Jan 14, 2019 | WILEY DEBORAH E | PURCHASE | 51.43 | 116 | 5.97K | 18.23K |
| Oct 22, 2018 | WILEY DEBORAH E | PURCHASE | 56.11 | 106 | 5.95K | 18.12K |
| Sep 18, 2018 | STOBAUGH CLAY | SALE | 56.09 | 2.65K | 148.85K | 1.03K |
| Jul 17, 2018 | MARZANO VINCENT | SALE | 68.40 | 1.47K | 100.21K | 499 |
| Jul 17, 2018 | KRITZMACHER JOHN A | SALE | 67.50 | 7.74K | 522.72K | 25.99K |
| Jul 16, 2018 | WILEY DEBORAH E | PURCHASE | 66.67 | 89 | 5.93K | 18.01K |
| Jul 11, 2018 | KRITZMACHER JOHN A | SALE | 65.10 | 17.21K | 1.12M | 25.99K |
| Jun 19, 2018 | KRITZMACHER JOHN A | SALE | 66.72 | 12.79K | 853.35K | 29.25K |
| Apr 13, 2018 | SINGH ARCHANA | SALE | 65.65 | 356 | 23.37K | 2.02K |
| Mar 26, 2018 | CARIDI CHRISTOPHER | SALE | 64.43 | 1.38K | 88.84K | 4.39K |
| Jan 19, 2018 | MARZANO VINCENT | SALE | 66.00 | 989 | 65.27K | 749 |
| Jan 02, 2018 | MARZANO VINCENT | SALE | 66.35 | 1.45K | 96.21K | 1.74K |
| Dec 12, 2017 | MARZANO VINCENT | SALE | 63.50 | 4.1K | 260.35K | 1.74K |
| Dec 12, 2017 | RINCK GARY M | SALE | 64.03 | 20K | 1.28M | 46.42K |
| Dec 11, 2017 | RINCK GARY M | SALE | 63.50 | 4.51K | 286.51K | 46.42K |
| Dec 08, 2017 | RINCK GARY M | SALE | 63.50 | 5.49K | 348.49K | 46.42K |
| Oct 20, 2017 | RINCK GARY M | SALE | 55.00 | 26.03K | 1.43M | 46.42K |
| Oct 18, 2017 | RINCK GARY M | SALE | 55.00 | 3.97K | 218.24K | 46.42K |
| Jul 05, 2017 | SUGERMAN JEFFREY | SALE | 52.45 | 3.63K | 190.39K | 0 |
| Jun 26, 2017 | STOBAUGH CLAY | SALE | 51.95 | 1.82K | 94.34K | 1.03K |
| Jun 23, 2017 | O'NEIL JOAN | SALE | 51.50 | 2.66K | 136.78K | 1.07K |
| Jun 20, 2017 | ELFENBEIN REED | SALE | 51.84 | 4.4K | 228.1K | 12.1K |
| Jun 16, 2017 | SEMEL JOHN | SALE | 52.05 | 6.95K | 361.75K | 5.08K |
| Apr 12, 2017 | ALLIN MARK | SALE | 51.76 | 3.4K | 175.99K | 4.94K |
| Apr 05, 2017 | MARZANO VINCENT | SALE | 54.00 | 356 | 19.22K | 665 |
| Jan 12, 2017 | SEMEL JOHN | SALE | 57.05 | 7.25K | 413.61K | 4.75K |
| Sep 28, 2016 | SEMEL JOHN | SALE | 50.93 | 3.68K | 187.26K | 4.75K |
| Sep 26, 2016 | STOBAUGH CLAY | SALE | 49.91 | 1.47K | 73.32K | 361 |
| Jul 19, 2016 | MELANDO EDWARD J | SALE | 56.00 | 2.63K | 147.22K | 4.76K |
| Jul 13, 2016 | MARZANO VINCENT | SALE | 55.25 | 3.1K | 171.28K | 1.02K |
| Jun 29, 2016 | STOBAUGH CLAY | SALE | 50.71 | 399 | 20.23K | 2.86K |
| Jun 23, 2016 | O'LEARY MARY JO | SALE | 52.12 | 7.35K | 383.08K | 11.56K |
| Mar 18, 2016 | MARZANO VINCENT | SALE | 48.50 | 3.3K | 160.05K | 1.2K |
| Sep 15, 2015 | STOBAUGH CLAY | SALE | 49.93 | 1.47K | 73.35K | 3.53K |
| Jul 20, 2015 | DYBERG PATRIK | SALE | 54.35 | 1.5K | 81.53K | 7.5K |
| Jul 14, 2015 | MARZANO VINCENT | SALE | 55.10 | 537 | 29.59K | 1.2K |
| Jul 02, 2015 | O'LEARY MARY JO | SALE | 0.00 | 2.43K | - | 740 |
| Jun 19, 2015 | SEMEL JOHN | SALE | 0.00 | 997 | - | 637 |
| Jun 19, 2015 | ELFENBEIN REED | SALE | 56.50 | 5K | 282.5K | 11.27K |
| Jan 20, 2015 | MARZANO VINCENT | SALE | 58.50 | 1.6K | 93.6K | 660 |
| Jan 02, 2015 | MELANDO EDWARD J | SALE | 58.46 | 6.9K | 403.37K | 6.73K |
| Dec 23, 2014 | O'LEARY MARY JO | SALE | 59.55 | 3.4K | 202.47K | 11.08K |
| Jul 18, 2014 | SMITH STEPHEN | SALE | 60.30 | 18.53K | 1.12M | 85.38K |
| Jul 17, 2014 | ELFENBEIN REED | SALE | 61.07 | 2K | 122.14K | 10.37K |
| Jul 15, 2014 | MARZANO VINCENT | SALE | 62.00 | 846 | 52.45K | 660 |
| Jul 09, 2014 | MIRON STEVEN J. | SALE | 61.60 | 24.14K | 1.49M | 13.03K |
| Jun 30, 2014 | RINCK GARY M | SALE | 60.50 | 15K | 907.5K | 37.36K |