How many institutions own WSBF 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 WSBF shares is 181, representing 53.33% of the company's common stock.

Who are the major shareholders selling Waterstone Financial, Inc. stock?

CHARLES SCHWAB INVESTMENT MANAGEMENT INC, in the last quarter, reduced its stake in WSBF by -4.14% restricting it's holding to 126.79 thousand shares of worth nearly $2.29M. MORGAN STANLEY also lessened -13.99% of the WSBF shares from its portfolio, reducing its holding to 153.63 thousand shares of worth $2.77M. CSM ADVISORS, LLC also shunned WSBF shares holding by -0.61% last quarter which brought its holding to 190.13 thousand shares worth $3.43M.

Investors who are buying WSBF stock?

As per its latest 13F filing, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC increased its stake in WSBF by 24.41% in the last quarter. The institutional holder raised its holding to 14.24 thousand shares having worth more than $259.32K. QUANTINNO CAPITAL MANAGEMENT LP also added 9.96% more shares of WSBF to its portfolio, raising its holding to 141.41 thousand shares of worth $2.55M. MARINER, LLC also increased its WSBF shares holding by 9.69% which brought its holding to 21.37 thousand shares worth $385.27K.

WSBF's major insiders: who are they?

The insider with the most stakes in WSBF is Gordon Douglas S , director at the company. Additionally, WSBF stock is highly held by director Schmidt Stephen J and director Dalum Thomas E among others.

Did an insider recently sell WSBF stock?

Company executives, directors, and other insiders own 18.63% percent of Waterstone Financial, Inc.'s stock. Within the last six months, there have been 8 transaction(s) in which WSBF insiders have sold stock, totaling 103.55K shares. Insiders that have sold shares include GERKE MARK RAYMOND, GORDON DOUGLAS S, and LAWTON PATRICK S.

Which insider recently purchased WSBF stock?

There have been 0 transaction(s) during the past 6-months in which Waterstone Financial, Inc. insiders have bought stock, totalling 0 shares

How much of WSBF does insiders own?

Around 2.33M Waterstone Financial, Inc. shares are held by insiders, which represents about 18.63% of WSBF stock.

Who is the insider with the largest stake?

WSBF director, Gordon Douglas S holds the largest portfolio of the company's shares. WSBF shares owned by Gordon total nearly 556.77 thousand.

Which institution holds the most shares in WSBF?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is the largest institutional owner in WSBF which holds 14.24 thousand shares worth $259.32K or 0.08% of the total WSBF shares outstanding followed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC with ownership of 126.79 thousand shares representing 0.73% of the WSBF ownership. QUANTINNO CAPITAL MANAGEMENT LP is the third largest stakeholder with 141.41 thousand shares or 0.81% of the ownership worth more than $2.55M.

Is Waterstone Financial, 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 WSBF is concerned, it is a stock which is optionable.

Is there a short position on WSBF's shares?

Number of WSBF shares short is 98.09K. 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 WSBF shares are there?

As of today, 18.68M shares of WSBF are outstanding.

Is there many float in WSBF 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, WSBF has 15.76M shares in float.

WSBF 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 WSBF is 2.02.

Waterstone Financial (WSBF) insider trading activity: Get Latest News Today

Stock Outstanding Shares

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

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.53

Short Percent Of Float0.65

Shares Outstanding18.68M

Shares Float15.76M

Shares Short98.09K

Short Ratio2.02

0.65%

Short % of Float

0.53%

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

18.63% Percentage of Shares held by All Insiders

53.33% Percentage of Shares held by All Institutions

65.55% Percentage of Float held by Institutions

181

Number of Institutions Holding Shares

Institutional Ownership

About 53.33% of WSBF shares are held by financial institutions. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is the top corporate investor, holding 14.24K shares valued at $259.32K. A 0.08% stake in Waterstone Financial, Inc. is owned by the company. CHARLES SCHWAB INVESTMENT MANAGEMENT INC owns 126.79K shares valued at $2.29M, which translates its holding of 0.73% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	14.24K	259.32K	2.79K	+24.41%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.73%	126.79K	2.29M	-5.48K	-4.14%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.81%	141.41K	2.55M	12.81K	+9.96%
Mar 31, 2026	MORGAN STANLEY	0.88%	153.63K	2.77M	-24.99K	-13.99%
Mar 31, 2026	CSM ADVISORS, LLC	1.09%	190.13K	3.43M	-1.17K	-0.61%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	2.11%	366.68K	6.61M	-3.98K	-1.07%
Mar 31, 2026	STATE STREET CORP	2.27%	394.52K	7.11M	-17.29K	-4.20%
Mar 31, 2026	D. E. SHAW & CO., INC.	0.23%	40.71K	733.91K	-5.22K	-11.37%
Mar 31, 2026	JANE STREET GROUP, LLC	0.09%	15.68K	282.75K	-5.79K	-26.98%
Mar 31, 2026	JPMORGAN CHASE & CO	0.12%	21.06K	383.26K	-20.53K	-49.37%
Mar 31, 2026	MARINER, LLC	0.12%	21.37K	385.27K	1.89K	+9.69%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	23.44K	422.59K	0	0
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	0.15%	25.88K	428.31K	0	0
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	27.84K	501.88K	16.31K	+141.51%
Mar 31, 2026	IEQ CAPITAL, LLC	0.19%	32.14K	579.4K	2.57K	+8.70%
Mar 31, 2026	PINNACLE WEALTH PLANNING SERVICES, INC.	0.01%	1.08K	19.47K	-201	-15.69%
Mar 31, 2026	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.01%	1.16K	20K	0	0
Mar 31, 2026	BLACKROCK, INC.	8.67%	1.51M	27.15M	-26.73K	-1.74%
Mar 31, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.18%	205.12K	3.7M	5.5K	+2.76%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	1.29%	224.79K	4.05M	23.09K	+11.45%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	1.44%	250.09K	4.51M	51.08K	+25.67%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.46%	254.46K	4.59M	74.4K	+41.32%
Mar 31, 2026	FOURTHSTONE LLC	1.68%	291.19K	5.25M	91.49K	+45.81%
Mar 31, 2026	CWM, LLC	0.09%	15.97K	287.9K	1.82K	+12.83%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.1%	17.23K	310.68K	3.11K	+22.06%
Mar 31, 2026	INVESCO LTD.	0.1%	17.27K	311.43K	-1.84K	-9.63%
Mar 31, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.23K	22.23K	0	0
Mar 31, 2026	XTX TOPCO LTD	0.1%	17.62K	317.65K	17.62K	+100.00%
Mar 31, 2026	RHUMBLINE ADVISERS	0.11%	19.12K	344.75K	-1.51K	-7.30%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.11%	19.94K	359.55K	-4.76K	-19.28%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.26%	45.2K	814.96K	10.61K	+30.68%
Mar 31, 2026	STATE OF WISCONSIN INVESTMENT BOARD	0.2%	34.6K	623.84K	1.1K	+3.28%
Mar 31, 2026	NUVEEN, LLC	0.25%	43.63K	786.65K	335	+0.77%
Mar 31, 2026	RITHOLTZ WEALTH MANAGEMENT	0.25%	43.65K	786.96K	22.01K	+101.72%
Mar 31, 2026	FMR LLC	0.48%	84.21K	1.52M	532	+0.64%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.48%	83.93K	1.51M	-1.58K	-1.85%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.01%	1.44K	25.98K	283	+24.44%
Mar 31, 2026	CITIGROUP INC	0.01%	1.93K	34.87K	-529	-21.48%
Mar 31, 2026	CITADEL ADVISORS LLC	0.23%	39.46K	711.46K	28.51K	+260.50%
Mar 31, 2026	MARTINGALE ASSET MANAGEMENT L P	0.22%	38.23K	689.36K	18.82K	+96.91%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.21%	36.84K	664.23K	7.84K	+27.04%
Mar 31, 2026	STRS OHIO	0.18%	31.6K	569.75K	-1.7K	-5.11%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.54%	93.08K	1.68M	93.08K	+100.00%
Mar 31, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.96%	167.1K	3.01M	-21.4K	-11.35%
Mar 31, 2026	DONALD SMITH & CO., INC.	1.01%	176.09K	3.17M	48.32K	+37.82%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.49%	85.93K	1.55M	10.22K	+13.50%
Mar 31, 2026	EMPOWERED FUNDS, LLC	0.7%	122.38K	2.21M	12.43K	+11.31%
Mar 31, 2026	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	2.05K	36.89K	0	0
Mar 31, 2026	VERSANT CAPITAL MANAGEMENT, INC	0.01%	2.47K	44.57K	0	0
Mar 31, 2026	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	3.31K	59.72K	0	0
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.02%	3.39K	61.83K	2	+0.06%
Mar 31, 2026	DEUTSCHE BANK AG\	0.02%	3.45K	62.17K	3.45K	+100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	2.41K	43.38K	93	+4.02%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.03%	6.04K	108.83K	-2.11K	-25.87%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.04%	6.47K	116.71K	-11.29K	-63.56%
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.04%	6.82K	122.93K	6.82K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.04%	7.78K	140.22K	6.3K	+425.12%
Mar 31, 2026	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	8.83K	159.12K	0	0
Mar 31, 2026	JOHN G ULLMAN & ASSOCIATES INC	0.35%	61.25K	1.1M	-2K	-3.16%
Mar 31, 2026		0.34%	59K	1.06M	0	0
Mar 31, 2026	GAMCO INVESTORS, INC. ET AL	0.06%	10K	180.3K	0	0
Mar 31, 2026	BEESE FULMER INVESTMENT MANAGEMENT, INC.	0.06%	10.07K	181.47K	20	+0.20%
Mar 31, 2026	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.26%	44.75K	806.79K	-5.09K	-10.22%
Mar 31, 2026	HSBC HOLDINGS PLC	0.28%	48.01K	873.82K	2.04K	+4.43%
Mar 31, 2026	NORTHERN TRUST CORP	0.81%	140.08K	2.53M	6.41K	+4.80%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	6.3%	1.09M	19.73M	-22.77K	-2.04%
Mar 31, 2026	LOS ANGELES CAPITAL MANAGEMENT LLC	0.06%	11.37K	204.97K	11.37K	+100.00%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	8.14%	1.41M	25.49M	-1.65K	-0.12%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.09%	15.2K	274.04K	15.2K	+100.00%
Mar 31, 2026	GREAT WEST LIFE ASSURANCE CO /CAN/	0.01%	2.15K	39K	728	+51.27%
Dec 31, 2025	HSBC HOLDINGS PLC	0.26%	45.98K	758.59K	-5.81K	-11.22%
Dec 31, 2025	FMR LLC	0.48%	83.68K	1.38M	15.73K	+23.15%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.01%	180.06K	2.98M	8.81K	+5.14%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.62%	109.95K	1.82M	11.23K	+11.37%
Dec 31, 2025	CITIGROUP INC	0.01%	2.46K	40.76K	1.98K	+405.75%
Dec 31, 2025	VERSANT CAPITAL MANAGEMENT, INC	0.01%	2.47K	40.91K	-252	-9.25%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.04%	7.62K	126K	7.62K	+100.00%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.05%	8.14K	134.75K	2.42K	+42.24%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	8.83K	146.05K	-782	-8.14%
Dec 31, 2025	GAMCO INVESTORS, INC. ET AL	0.06%	10K	165.5K	0	0
Dec 31, 2025	BEESE FULMER INVESTMENT MANAGEMENT, INC.	0.06%	10.05K	166.25K	10.05K	+100.00%
Dec 31, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.06%	10.67K	176.59K	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.06%	10.95K	181.16M	-53.93K	-83.13%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	11.45K	191.72K	11.45K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	12.84K	212.54K	12.84K	+100.00%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.08%	14.12K	233.64K	3.53K	+33.31%
Dec 31, 2025	CWM, LLC	0.08%	14.15K	234K	1.99K	+16.33%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	1.12%	199.01K	3.29M	32.02K	+19.18%
Dec 31, 2025	FOURTHSTONE LLC	1.14%	199.7K	3.31M	71.14K	+55.34%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.08%	370.66K	6.14M	-13.08K	-3.41%
Dec 31, 2025	STATE STREET CORP	2.31%	411.8K	6.82M	-11.49K	-2.71%
Dec 31, 2025	VANGUARD GROUP INC	4.97%	885.97K	14.66M	-23.15K	-2.55%
Dec 31, 2025	SIMPLEX TRADING, LLC	0.01%	2.31K	38.16K	944	+69.31%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	2.31K	38.28K	202	+9.57%
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	2.05K	33.86K	0	0
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	1.94K	32.07K	-281	-12.66%
Dec 31, 2025	UBS GROUP AG	0.01%	1.48K	24.51K	-8.47K	-85.12%
Dec 31, 2025	NUVEEN, LLC	0.24%	43.3K	716.53K	0	0
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.23K	20.41K	-589	-32.33%
Dec 31, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0.01%	1.28K	21.2K	1.28K	+100.00%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	6.26%	1.12M	18.49M	-34.4K	-2.99%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	8.1%	1.42M	23.42M	-12.14K	-0.85%
Dec 31, 2025	BLACKROCK, INC.	8.59%	1.53M	25.37M	-44.1K	-2.80%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.1%	17.76K	293.99K	4.68K	+35.72%
Dec 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.11%	19.42K	321.35K	19.42K	+100.00%
Dec 31, 2025	MARINER, LLC	0.11%	19.48K	321.67K	4.83K	+32.93%
Dec 31, 2025	RHUMBLINE ADVISERS	0.12%	20.63K	341.35K	-2.76K	-11.78%
Dec 31, 2025	JANE STREET GROUP, LLC	0.12%	21.48K	355.41K	-9.61K	-30.92%
Dec 31, 2025	GSA CAPITAL PARTNERS LLP	0.12%	21.62K	358K	-1.57K	-6.79%
Dec 31, 2025	BARCLAYS PLC	0.17%	30.92K	511.79K	750	+2.49%
Dec 31, 2025	STRS OHIO	0.19%	33.3K	551.12K	-3.7K	-10.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.19%	34.59K	572.43K	858	+2.54%
Dec 31, 2025	JPMORGAN CHASE & CO	0.23%	41.59K	688.31K	-10.31K	-19.87%
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	3.31K	54.81K	-2.35K	-41.54%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	3.39K	56.08M	-7.93K	-70.06%
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.12%	21.64K	358.09K	4.21K	+24.19%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	23.44K	387.9K	-250	-1.06%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.17%	29K	479.92K	2.09K	+7.78%
Dec 31, 2025	IEQ CAPITAL, LLC	0.17%	29.56K	489.27K	5.22K	+21.42%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.27%	47.38K	784.17K	-14K	-22.81%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.29%	49.84K	824.84K	8.26K	+19.88%
Dec 31, 2025		0.33%	59K	976.45K	0	0
Dec 31, 2025	JOHN G ULLMAN & ASSOCIATES INC	0.35%	63.25K	1.05M	6.75K	+11.95%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.42%	75.71K	1.25M	-4.55K	-5.67%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.49%	85.51K	1.42M	5.16K	+6.42%
Dec 31, 2025	DONALD SMITH & CO., INC.	0.72%	127.77K	2.11M	127.77K	+100.00%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.76%	132.27K	2.19M	-113	-0.09%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.12%	199.62K	3.3M	-46.14K	-18.78%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.15%	201.7K	3.34M	35.83K	+21.60%
Dec 31, 2025	INVESCO LTD.	0.11%	19.11K	316.34K	-4.36K	-18.58%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.14%	24.7K	408.84K	-625	-2.47%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	0.15%	25.88K	428.31K	5K	+23.95%
Dec 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.19%	33.5K	554.43K	7.5K	+28.85%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.26%	45.93K	760.13K	-5.03K	-9.86%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.74%	128.6K	2.13M	16.69K	+14.91%
Dec 31, 2025	NORTHERN TRUST CORP	0.77%	133.67K	2.21M	-8.75K	-6.15%
Dec 31, 2025	MORGAN STANLEY	1%	178.62K	2.96M	10.62K	+6.32%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.06%	188.49K	3.12M	-2.27K	-1.19%
Dec 31, 2025	CSM ADVISORS, LLC	1.07%	191.3K	3.17M	285	+0.15%
Dec 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.09%	15.3K	253.13K	-1.19K	-7.24%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.09%	16.89K	279.46K	-10.77K	-38.94%
Sep 30, 2025	AMALGAMATED BANK	0%	744	12K	0	0
Sep 30, 2025	DEUTSCHE BANK AG\	0.09%	15.7K	244.84K	5.09K	+47.97%
Sep 30, 2025	MARINER, LLC	0.08%	14.65K	228.6K	3.61K	+32.71%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.14%	25.33K	395.13K	22.27K	+728.83%
Sep 30, 2025	RHUMBLINE ADVISERS	0.13%	23.38K	364.74K	-3.47K	-12.92%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.1%	17.42K	271.8K	6.63K	+61.43%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.09%	16.49K	257.23K	0	0
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	2.22K	34.62K	344	+18.35%
Sep 30, 2025	NUVEEN, LLC	0.24%	43.3K	675.4K	0	0
Sep 30, 2025	STRS OHIO	0.21%	37K	577.2K	0	0
Sep 30, 2025	HRT FINANCIAL LP	0.1%	17.36K	270K	17.36K	+100.00%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.23%	41.58K	648.57K	6.7K	+19.22%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.07%	13.09K	204.18K	2.94K	+29.01%
Sep 30, 2025	CWM, LLC	0.07%	12.17K	190K	7.54K	+163.14%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.06%	11.32K	176.54K	66	+0.59%
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.06%	10.67K	166.45K	10.67K	+100.00%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.06%	10.59K	165.2K	10.59K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.19%	33.73K	526.19K	-3.28K	-8.87%
Sep 30, 2025	JANE STREET GROUP, LLC	0.17%	31.09K	484.94K	9.32K	+42.84%
Sep 30, 2025	BARCLAYS PLC	0.17%	30.17K	470.71K	-8.36K	-21.69%
Sep 30, 2025	MARSHALL WACE, LLP	0.16%	28.43K	443.52K	28.43K	+100.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.15%	27.65K	431.4K	9.04K	+48.57%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.15%	26.9K	419.7K	9.61K	+55.56%
Sep 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.14%	26K	405.6K	-2.4K	-8.45%
Sep 30, 2025	IEQ CAPITAL, LLC	0.14%	24.35K	379.83K	24.35K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	23.69K	370K	-32	-0.13%
Sep 30, 2025	INVESCO LTD.	0.13%	23.48K	366.21K	-6.2K	-20.90%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.13%	23.19K	362K	-18.49K	-44.37%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.12%	20.88K	325.73K	0	0
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.06%	10.31K	160.76K	-1.87K	-15.35%
Sep 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.06%	10.28K	160.37K	-44	-0.43%
Sep 30, 2025	GAMCO INVESTORS, INC. ET AL	0.06%	10K	156K	0	0
Sep 30, 2025	UBS GROUP AG	0.06%	9.96K	155.3K	-36.92K	-78.76%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	9.61K	149.87K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.03%	5.72K	89.29K	526	+10.12%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	5.67K	88.37K	0	0
Sep 30, 2025	LEIGH BALDWIN & CO., LLC	0.02%	3.73K	301.39K	3.73K	+100.00%
Sep 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0.02%	2.72K	42.49K	519	+23.54%
Sep 30, 2025	HSBC HOLDINGS PLC	0.29%	51.79K	798.05K	-3.24K	-5.89%
Sep 30, 2025	JPMORGAN CHASE & CO	0.29%	51.9K	809.66K	-21.77K	-29.55%
Sep 30, 2025	JOHN G ULLMAN & ASSOCIATES INC	0.31%	56.5K	881.37K	5.4K	+10.56%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.34%	61.38K	957.56K	7.1K	+13.08%
Sep 30, 2025	CITADEL ADVISORS LLC	0.36%	64.88K	1.01M	-34.44K	-34.68%
Sep 30, 2025	FMR LLC	0.38%	67.95K	1.06M	6.45K	+10.50%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.45%	80.26K	1.25M	16.11K	+25.10%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.45%	80.35K	1.25M	981	+1.24%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.55%	98.72K	1.54M	6.93K	+7.55%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.62%	111.91K	1.75M	63.69K	+132.07%
Sep 30, 2025	FOURTHSTONE LLC	0.71%	128.56K	2.01M	65.37K	+103.44%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.74%	132.38K	2.07M	-11.61K	-8.06%
Sep 30, 2025	NORTHERN TRUST CORP	0.79%	142.42K	2.22M	-11.47K	-7.45%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.92%	165.88K	2.59M	84.5K	+103.83%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.93%	166.98K	2.6M	7.11K	+4.45%
Sep 30, 2025	MORGAN STANLEY	0.93%	168.01K	2.62M	-17.13K	-9.25%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.95%	171.25K	2.67M	48.2K	+39.17%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.06%	190.77K	2.98M	0	0
Sep 30, 2025	CSM ADVISORS, LLC	1.06%	191.01K	2.98M	-6.24K	-3.16%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.37%	245.76K	3.83M	-193.08K	-44.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.13%	383.75K	5.99M	-23K	-5.66%
Sep 30, 2025	STATE STREET CORP	2.35%	423.29K	6.6M	-13.08K	-3.00%
Sep 30, 2025	VANGUARD GROUP INC	5.05%	909.12K	14.18M	-34.62K	-3.67%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	6.4%	1.15M	17.97M	16.7K	+1.47%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	7.93%	1.43M	22.27M	-7.26K	-0.51%
Sep 30, 2025	BLACKROCK, INC.	8.77%	1.58M	24.6M	-140.45K	-8.18%
Sep 30, 2025		0.33%	59K	920.4K	59K	+100.00%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.28%	50.96K	794.9K	-4.03K	-7.33%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.01%	1.06K	16.57K	608	+133.92%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.01%	1.36K	21K	1.36K	+100.00%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.01%	1.47K	22.95K	0	0
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.82K	28.42K	0	0
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	2.05K	31.92K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	2.11K	32.93K	-383	-15.36%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	7.97%	1.43M	19.81M	-47.22K	-3.19%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	8.65K	119.46K	-896	-9.39%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.03%	5.2K	71.78M	495	+10.53%
Jun 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0.01%	2.21K	30.45K	395	+21.82%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	2K	27.62K	2K	+100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	1.88K	25.89K	1.59K	+557.89%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.01%	1.4K	19K	223	+19.01%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	1.19K	16.48M	0	0
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0%	508	7.02K	39	+8.32%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	454	6.27K	176	+63.31%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0%	158	2.2K	-250	-61.27%
Jun 30, 2025	GAMMA INVESTING LLC	0%	148	2.04K	-26	-14.94%
Jun 30, 2025	CORNERSTONE PLANNING GROUP LLC	0%	133	1.79K	70	+111.11%
Jun 30, 2025	N.E.W. ADVISORY SERVICES LLC	0%	127	1.75K	0	0
Jun 30, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0%	120	1.66K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	80	1.11K	80	+100.00%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	64	884	64	+100.00%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	45	621	35	+350.00%
Jun 30, 2025	COVESTOR LTD	0%	39	1K	39	+100.00%
Jun 30, 2025	TRUE WEALTH DESIGN, LLC	0%	22	304	-80	-78.43%
Jun 30, 2025	SKOPOS LABS, INC.	0%	21	291	21	+100.00%
Jun 30, 2025	US BANCORP \DE\	0%	0	-	-14	-100.00%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0%	0	-	-1.71K	-100.00%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	2.44%	438.84K	6.06M	8.2K	+1.90%
Jun 30, 2025	STATE STREET CORP	2.43%	436.37K	6.03M	-14.03K	-3.11%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.26%	406.75K	5.62M	4.11K	+1.02%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.89%	159.88K	2.21M	5.53K	+3.58%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.44%	79.37K	1.1M	1.43K	+1.83%
Jun 30, 2025	JPMORGAN CHASE & CO	0.41%	73.67K	1.02M	-6.9K	-8.57%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.36%	64.16K	885.98K	43.62K	+212.34%
Jun 30, 2025	FOURTHSTONE LLC	0.35%	63.19K	872.71K	40.36K	+176.72%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.51%	91.79K	1.27M	8.2K	+9.81%
Jun 30, 2025	NORTHERN TRUST CORP	0.86%	153.89K	2.13M	-5.8K	-3.63%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.8%	143.99K	1.99M	506	+0.35%
Jun 30, 2025	CSM ADVISORS, LLC	1.1%	197.25K	2.73M	197.25K	+100.00%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.06%	190.77K	2.63M	44.62K	+30.53%
Jun 30, 2025	TETON ADVISORS, INC.	0.33%	59K	814.79K	0	0
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.27%	48.23K	665.99K	19.03K	+65.15%
Jun 30, 2025		0.24%	43.3K	597.9K	-19.19K	-30.71%
Jun 30, 2025	STRS OHIO	0.21%	37K	510.97K	1.6K	+4.52%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.19%	34.87K	481.58K	-10.54K	-23.21%
Jun 30, 2025	INVESCO LTD.	0.17%	29.68K	409.84K	-5.8K	-16.35%
Jun 30, 2025	ROYAL BANK OF CANADA	0.09%	16.9K	233K	159	+0.95%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.07%	12.17K	168.12K	502	+4.30%
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.09%	16.49K	227.71K	0	0
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.09%	15.84K	218.75K	1.14K	+7.72%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.06%	11.25K	155.38K	-108	-0.95%
Jun 30, 2025	MARINER, LLC	0.06%	11.04K	152.49K	11.04K	+100.00%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.16%	28.4K	392.2K	6.7K	+30.88%
Jun 30, 2025	RHUMBLINE ADVISERS	0.15%	26.85K	370.78K	1.68K	+6.66%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	23.72K	328K	-424	-1.76%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	22.81K	315.05K	-1.52K	-6.24%
Jun 30, 2025	JANE STREET GROUP, LLC	0.12%	21.76K	300.55K	-4.08K	-15.79%
Jun 30, 2025	BLACKROCK, INC.	9.55%	1.72M	23.72M	-71.18K	-3.98%
Jun 30, 2025	MORGAN STANLEY	1.03%	185.14K	2.56B	2.86K	+1.57%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.68%	123.06K	1.7B	17.31K	+16.37%
Jun 30, 2025	CITADEL ADVISORS LLC	0.55%	99.32K	1.37B	19.12K	+23.84%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.45%	81.38K	1.12B	35.79K	+78.49%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.31%	54.99K	759.38M	8.79K	+19.03%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.12%	20.88K	288.35M	300	+1.46%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	6.31%	1.13M	15.67M	-21.1K	-1.83%
Jun 30, 2025	VANGUARD GROUP INC	5.25%	943.74K	13.03M	7.17K	+0.77%
Jun 30, 2025	FMR LLC	0.34%	61.5K	849.25K	2.03K	+3.41%
Jun 30, 2025	HSBC HOLDINGS PLC	0.31%	55.03K	768.19K	39.98K	+265.63%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.3%	54.28K	749.63K	25.5K	+88.60%
Jun 30, 2025	JOHN G ULLMAN & ASSOCIATES INC	0.28%	51.1K	705.69K	-41.61K	-44.88%
Jun 30, 2025	UBS GROUP AG	0.26%	46.87K	647.33K	13.83K	+41.87%
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0.23%	41.68K	576K	12.34K	+42.07%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.11%	20.11K	277.69K	20.11K	+100.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.1%	18.61K	257.05K	-10.22K	-35.45%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.1%	17.3K	238.84K	17.3K	+100.00%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.06%	10.79K	149.05K	10.79K	+100.00%
Jun 30, 2025	DEUTSCHE BANK AG\	0.06%	10.61K	146.48K	0	0
Jun 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.06%	10.32K	142.57K	10.32K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	10.15K	140.12K	492	+5.10%
Jun 30, 2025	NUVEEN, LLC	0.24%	43.3K	597.9K	-19.19K	-30.71%
Jun 30, 2025	BARCLAYS PLC	0.21%	38.53K	532K	19.38K	+101.17%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.21%	37.01K	511.14K	11.43K	+44.66%
Jun 30, 2025	GAMCO INVESTORS, INC. ET AL	0.06%	10K	138.1K	10K	+100.00%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.16%	28.78K	387.12K	-4.2K	-12.73%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.16%	28.84K	387.86K	6.96K	+31.78%
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.16%	29.2K	392.74K	14.12K	+93.58%
Mar 31, 2025		0.08%	14.75K	198.39K	14.75K	+100.00%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.11%	20.58K	276.8K	0	0
Mar 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.12%	21.7K	291.87K	-2.5K	-10.33%
Mar 31, 2025	STRS OHIO	0.19%	35.4K	476.13K	-2.8K	-7.33%
Mar 31, 2025	ROYAL BANK OF CANADA	0.09%	16.74K	225K	-1.05K	-5.92%
Mar 31, 2025	BARCLAYS PLC	0.1%	19.15K	258K	-5.03K	-20.81%
Mar 31, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.11%	20.3K	273.04K	20.3K	+100.00%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.11%	20.54K	276.26K	-3.94K	-16.08%
Mar 31, 2025	FOURTHSTONE LLC	0.13%	22.84K	307.16K	-14.67K	-39.12%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	24.14K	325K	-69	-0.28%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	24.33K	327.24K	9.69K	+66.20%
Mar 31, 2025	INVESCO LTD.	0.19%	35.48K	477.17K	-14.35K	-28.80%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.25%	45.41K	610.77K	15.09K	+49.78%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.25%	45.6K	613.25K	6.51K	+16.66%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.25%	46.2K	621.35K	8.98K	+24.12%
Mar 31, 2025	TETON ADVISORS, INC.	0.32%	59K	793.55K	-1K	-1.67%
Mar 31, 2025	FMR LLC	0.33%	59.47K	799.86K	-2.8K	-4.50%
Mar 31, 2025	CITADEL ADVISORS LLC	0.44%	80.2K	1.08M	38.29K	+91.37%
Mar 31, 2025	NORTHERN TRUST CORP	0.87%	159.69K	2.15M	-3.86K	-2.36%
Mar 31, 2025	MORGAN STANLEY	1%	182.28K	2.45M	-12.04K	-6.20%
Mar 31, 2025	FOUNDRY PARTNERS, LLC	1.11%	203.55K	2.74M	-1.24K	-0.61%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.2%	402.64K	5.42M	6.27K	+1.58%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	2.36%	430.64K	5.79M	-882	-0.20%
Mar 31, 2025	STATE STREET CORP	2.47%	450.4K	6.06M	-6.26K	-1.37%
Mar 31, 2025	JPMORGAN CHASE & CO	0.44%	80.57K	1.08M	-5.06K	-5.90%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.46%	83.59K	1.12M	5.82K	+7.48%
Mar 31, 2025	BLACKROCK, INC.	9.79%	1.79M	24.05M	231.64K	+14.88%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.58%	105.75K	1.42M	-12.07K	-10.24%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.43%	77.94K	1.05M	1.2K	+1.56%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	6.33%	1.16M	15.55M	-36.8K	-3.09%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	8.11%	1.48M	19.93M	-31.57K	-2.09%
Mar 31, 2025	GSA CAPITAL PARTNERS LLP	0.16%	29.34K	395K	7.53K	+34.52%
Mar 31, 2025	UBS GROUP AG	0.18%	33.04K	444.39K	22.17K	+203.93%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.8%	146.15K	1.97M	35.44K	+32.01%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.84%	154.35K	2.08M	1.21K	+0.79%
Mar 31, 2025	RHINO INVESTMENT PARTNERS, INC	3.04%	555.51K	7.47M	-187.72K	-25.26%
Mar 31, 2025	VANGUARD GROUP INC	5.13%	936.57K	12.6M	-6.18K	-0.66%
Mar 31, 2025	HSBC HOLDINGS PLC	0.08%	15.05K	204.23K	15.05K	+100.00%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.09%	16.24K	218.37K	16.24K	+100.00%
Mar 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.09%	16.49K	221.78K	0	0
Mar 31, 2025	RHUMBLINE ADVISERS	0.14%	25.17K	338.57K	-1.48K	-5.55%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.14%	25.59K	344.12K	-5.97K	-18.91%
Mar 31, 2025	JANE STREET GROUP, LLC	0.14%	25.84K	347.59K	5.93K	+29.77%
Mar 31, 2025	JOHN G ULLMAN & ASSOCIATES INC	0.51%	92.71K	1.25M	-15.63K	-14.43%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.79%	143.49K	1.93M	-1.25K	-0.86%
Mar 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.08%	14.71K	197.78K	-2.17K	-12.86%
Mar 31, 2024	FMR LLC	0.26%	52.18K	635.08K	-212	-0.40%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	8.07%	1.63M	19.79M	-26.26K	-1.59%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.11%	21.73K	264.48K	6.93K	+46.77%
Mar 31, 2024	DEUTSCHE BANK AG\	0.06%	12.91K	157.16K	0	0
Mar 31, 2024	BARCLAYS PLC	0.06%	13K	158K	-12.14K	-48.29%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.07%	13.14K	159.92K	-5.31K	-28.78%
Mar 31, 2024	PINNACLE WEALTH PLANNING SERVICES, INC.	0.07%	13.88K	168.93K	0	0
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.07%	14.43K	218.31K	14.43K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.08%	15.39K	187K	-3.92K	-20.30%
Mar 31, 2024	CITADEL ADVISORS LLC	0.09%	17.39K	211.61K	-24.01K	-57.99%
Mar 31, 2024	UBS GROUP AG	0.09%	17.78K	216.39K	-1.16K	-6.12%
Mar 31, 2024	RMB CAPITAL MANAGEMENT, LLC	0.09%	18.19K	221.42K	0	0
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.09%	18.42K	224.17K	-70	-0.38%
Mar 31, 2024	BHZ CAPITAL MANAGEMENT, LP	0.11%	21.57K	262.48K	-10.36K	-32.45%
Mar 31, 2024	FEDERATED HERMES, INC.	0.06%	12.4K	150.96K	-120.59K	-90.67%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.11%	22.38K	272.3K	10.41K	+87.00%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.11%	22.56K	274.04K	22.56K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.13%	27.12K	330.1K	-14.84K	-35.36%
Mar 31, 2024	RHUMBLINE ADVISERS	0.14%	28.93K	352.03K	-3.04K	-9.51%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.14%	29.17K	355K	29.17K	+100.00%
Mar 31, 2024	EXCHANGE TRADED CONCEPTS, LLC	0.15%	30.69K	373.53K	2.19K	+7.69%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.17%	33.6K	408.91K	-9.5K	-22.04%
Mar 31, 2024	JPMORGAN CHASE & CO	0.18%	35.46K	431.54K	6.52K	+22.51%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.18%	37.26K	453.41K	-1.38K	-3.57%
Mar 31, 2024	STRS OHIO	0.21%	42.9K	522K	2K	+4.89%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.21%	43.08K	524.31K	-12.4K	-22.35%
Mar 31, 2024	JOHN G ULLMAN & ASSOCIATES INC	0.23%	46.22K	562.52K	-14.04K	-23.30%
Mar 31, 2024	DEAN CAPITAL MANAGEMENT	0.26%	53.04K	645.5K	-4.36K	-7.60%
Mar 31, 2024	LEGATO CAPITAL MANAGEMENT LLC	0.26%	53.04K	645.5K	-4.36K	-7.60%
Mar 31, 2024	TETON ADVISORS, INC.	0.31%	63K	766.71K	0	0
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.32%	65.28K	794.41K	4.9K	+8.12%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.33%	66.29K	806.77K	0	0
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.43%	87.05K	1.06M	-15.72K	-15.30%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.44%	89.12K	1.08M	-15.88K	-15.13%
Mar 31, 2024	MORGAN STANLEY	0.97%	195.68K	2.38M	-26.66K	-11.99%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2%	403.1K	4.91M	5.53K	+1.39%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	2%	403.88K	4.92M	24.9K	+6.57%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	32.21K	392K	32.21K	+100.00%
Mar 31, 2024	STATE STREET CORP	2.35%	472.9K	5.76M	-12.19K	-2.51%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	6.38%	1.29M	15.65M	13.1K	+1.03%
Mar 31, 2024	BLACKROCK INC.	7.79%	1.57M	19.12M	-102.41K	-6.12%
Mar 31, 2024	INVESCO LTD.	0.48%	96.7K	1.18M	49.43K	+104.55%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.57%	113.95K	1.39M	63.63K	+126.44%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.75%	151.32K	1.84M	3.14K	+2.12%
Mar 31, 2024	DEAN INVESTMENT ASSOCIATES, LLC	0.77%	154.91K	1.89M	-14.67K	-8.65%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.78%	156.59K	1.91M	-287	-0.18%
Mar 31, 2024	FOUNDRY PARTNERS, LLC	0.8%	161.86K	1.97M	-810	-0.50%
Mar 31, 2024	NORTHERN TRUST CORP	0.87%	176.26K	2.15M	-4.68K	-2.58%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.88%	176.47K	2.15M	0	0
Mar 31, 2024	RHINO INVESTMENT PARTNERS, INC	3.04%	612.75K	7.46M	77.27K	+14.43%
Mar 31, 2024	VANGUARD GROUP INC	5.05%	1.02M	12.4M	3.53K	+0.35%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	3.68K	44.76K	351	+10.55%
Mar 31, 2024	CITIGROUP INC	0.02%	3.78K	46.02K	954	+33.75%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	6.15K	74.85K	164	+2.74%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	8.07K	98K	6	+0.07%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.04%	8.4K	102.2K	3.24K	+62.91%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.04%	8.56K	104.11K	-192	-2.19%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	9.88K	120.19K	0	0
Mar 31, 2024	ARNHOLD LLC	0.05%	10K	121.7K	10K	+100.00%
Mar 31, 2024	KEELEY-TETON ADVISORS, LLC	0.05%	10K	121.7K	0	0
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.05%	10.09K	122.82K	-555	-5.21%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0.06%	11.27K	134.78K	-130	-1.14%
Mar 31, 2024	DENALI ADVISORS LLC	0.06%	11.9K	144.82K	0	0
Dec 31, 2023	WEDGE CAPITAL MANAGEMENT L L P/NC	0.14%	28.36K	402.74K	5.25K	+22.73%
Dec 31, 2023	EXCHANGE TRADED CONCEPTS, LLC	0.14%	28.5K	404.71K	-2.71K	-8.67%
Dec 31, 2023	JPMORGAN CHASE & CO	0.14%	28.94K	410.99K	10.13K	+53.86%
Dec 31, 2023	BHZ CAPITAL MANAGEMENT, LP	0.16%	31.93K	453.39K	31.93K	+100.00%
Dec 31, 2023	RHUMBLINE ADVISERS	0.16%	31.97K	453.92K	-752	-2.30%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.19%	38.64K	548.62K	665	+1.75%
Dec 31, 2023	STRS OHIO	0.2%	40.9K	580K	14.9K	+57.31%
Dec 31, 2023	CITADEL ADVISORS LLC	0.21%	41.39K	587.78K	-1.34K	-3.14%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.21%	41.96K	595.82K	7.38K	+21.33%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.22%	43.1K	612.02K	-1K	-2.27%
Dec 31, 2023	INVESCO LTD.	0.24%	47.28K	671.32K	-9.15K	-16.22%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.25%	50.32K	715K	21.39K	+73.90%
Dec 31, 2023	FMR LLC	0.26%	52.4K	744.02K	-4.64K	-8.14%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.28%	55.48K	787.84K	2.1K	+3.93%
Dec 31, 2023	DEAN CAPITAL MANAGEMENT	0.29%	57.4K	815.14K	-2.25K	-3.77%
Dec 31, 2023	LEGATO CAPITAL MANAGEMENT LLC	0.29%	57.4K	815.14K	-2.25K	-3.77%
Dec 31, 2023	JOHN G ULLMAN & ASSOCIATES INC	0.3%	60.26K	855.72K	38.7K	+179.42%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.3%	60.38K	857.34M	5.38K	+9.77%
Dec 31, 2023	TETON ADVISORS, INC.	0.32%	63K	894.6K	-8.52K	-11.91%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.33%	66.29K	941.35K	659	+1.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.51%	102.77K	1.46M	-38.6K	-27.31%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.53%	105.01K	1.49M	10.43K	+11.03%
Dec 31, 2023	FEDERATED HERMES, INC.	0.67%	133K	1.89M	-58.35K	-30.50%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.74%	148.18K	2.1M	-5.78K	-3.75%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.78%	156.88K	2.23M	1.84K	+1.18%
Dec 31, 2023	FOUNDRY PARTNERS, LLC	0.81%	162.67K	2.31M	-2.92K	-1.76%
Dec 31, 2023	DEAN INVESTMENT ASSOCIATES, LLC	0.85%	169.58K	2.41M	20.64K	+13.86%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.88%	176.47K	2.51M	11.78K	+7.15%
Dec 31, 2023	NORTHERN TRUST CORP	0.9%	180.93K	2.57M	15.69K	+9.49%
Dec 31, 2023	MORGAN STANLEY	1.11%	222.34K	3.16M	154.81K	+229.21%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.9%	378.98K	5.38M	6.38K	+1.71%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.99%	397.57K	5.65M	-660	-0.17%
Dec 31, 2023	STATE STREET CORP	2.43%	485.1K	6.89M	10.42K	+2.20%
Dec 31, 2023	RHINO INVESTMENT PARTNERS, INC	2.68%	535.49K	7.6M	-20.85K	-3.75%
Dec 31, 2023	VANGUARD GROUP INC	5.08%	1.02M	14.42M	3.51K	+0.35%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	6.37%	1.27M	18.08M	-71.1K	-5.29%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	8.26%	1.65M	23.46M	-43.46K	-2.56%
Dec 31, 2023	BLACKROCK INC.	8.37%	1.67M	23.76M	134.32K	+8.73%
Dec 31, 2023	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.06%	12K	170.41K	0	0
Dec 31, 2023	DEUTSCHE BANK AG\	0.06%	12.91K	183.38K	0	0
Dec 31, 2023	PINNACLE WEALTH PLANNING SERVICES, INC.	0.07%	13.88K	197.11K	13.88K	+100.00%
Dec 31, 2023	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.07%	14.81K	210.26K	14.81K	+100.00%
Dec 31, 2023	HRT FINANCIAL LP	0.09%	17.92K	254K	17.92K	+100.00%
Dec 31, 2023	RMB CAPITAL MANAGEMENT, LLC	0.09%	18.19K	258.36K	0	0
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.09%	18.45K	261.98K	-56.33K	-75.33%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.09%	18.49K	262.56K	1.37K	+8.00%
Dec 31, 2023	UBS GROUP AG	0.09%	18.94K	268.96K	9.25K	+95.37%
Dec 31, 2023	ROYAL BANK OF CANADA	0.1%	19.31K	274K	1.06K	+5.81%
Dec 31, 2023	BARCLAYS PLC	0.13%	25.13K	357K	20.81K	+481.62%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.14%	27.18K	385.89K	-57.76K	-68.01%

Insiders

Among the WSBF insiders holding of 18.63% of the stake in company, GORDON DOUGLAS S, director, holds the largest shares of 556.77K. SCHMIDT STEPHEN J, director, is the second largest WSBF insider with ownership of 70.08K shares. DALUM THOMAS E, director, stands third with possession of 63.53K shares of that stake.

Insiders	Designation	Shares Held
GORDON DOUGLAS S	director	556.77K
SCHMIDT STEPHEN J	director	70.08K
DALUM THOMAS E	director	63.53K
GERKE MARK RAYMOND	EVP/Chief Financial Officer	30.03K
RAPPE KRISTINE A	director	27.32K
BRUSS WILLIAM F	COO / General Counsel	26.13K
BARTEL ELLEN SYBURG	director	15K
GLYNN JULIE ANN	EVP/Chief Retail Officer	9.07K
HANSEN MICHAEL L	director	0
LAWTON PATRICK S	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 21, 2026	GERKE MARK RAYMOND	SALE	18.34	10K	183.44K	30.03K
Feb 18, 2026	GORDON DOUGLAS S	SALE	18.11	2.88K	52.16K	556.77K
Feb 06, 2026	GORDON DOUGLAS S	SALE	18.27	6.77K	123.56K	559.65K
Feb 05, 2026	GORDON DOUGLAS S	SALE	18.25	18.72K	341.57K	566.42K
Feb 04, 2026	GORDON DOUGLAS S	SALE	18.55	15K	278.27K	585.13K
Feb 04, 2026	LAWTON PATRICK S	SALE	18.64	19.26K	358.91K	0
Feb 03, 2026	LAWTON PATRICK S	SALE	18.53	30K	555.9K	19.26K
Feb 02, 2026	GLYNN JULIE ANN	SALE	18.69	929	17.36K	9.07K
Oct 27, 2025	HANSEN MICHAEL L	SALE	15.16	79.87K	1.21M	0
Aug 13, 2025	HANSEN MICHAEL L	SALE	14.05	109.53K	1.54M	1.54K
Aug 12, 2025	HANSEN MICHAEL L	SALE	13.92	35.29K	491.21K	111.07K
Aug 11, 2025	HANSEN MICHAEL L	SALE	13.80	2.76K	38.05K	146.36K
Jul 25, 2025	HANSEN MICHAEL L	SALE	13.82	100	1.38K	149.12K
Jul 24, 2025	HANSEN MICHAEL L	SALE	13.83	36.47K	504.45K	150.08K
Feb 28, 2025	GERKE MARK RAYMOND	SALE	14.14	2.74K	38.73K	30.33K
Feb 28, 2025	LAWTON PATRICK S	SALE	14.03	37.5K	526.06K	49.13K
Feb 13, 2025	RAPPE KRISTINE A	SALE	14.25	22.19K	316.14K	27.32K
Feb 11, 2025	SCHMIDT STEPHEN J	SALE	13.79	6.21K	85.64K	70.08K
Feb 06, 2025	SCHMIDT STEPHEN J	SALE	13.75	3.1K	42.59K	70.08K
Feb 05, 2025	RAPPE KRISTINE A	SALE	13.75	10.27K	141.26K	27.32K
Feb 05, 2025	SCHMIDT STEPHEN J	SALE	13.76	10.89K	149.77K	70.08K
Feb 04, 2025	SCHMIDT STEPHEN J	SALE	13.76	2.2K	30.21K	70.08K
Feb 04, 2025	RAPPE KRISTINE A	SALE	13.77	4.76K	65.52K	27.32K
Jan 31, 2025	RAPPE KRISTINE A	SALE	13.76	19.88K	273.56K	27.32K
Jan 31, 2025	SCHMIDT STEPHEN J	SALE	13.80	14.93K	205.94K	70.08K
Jan 30, 2025	RAPPE KRISTINE A	SALE	13.89	13.93K	193.43K	27.32K
Jan 30, 2025	SCHMIDT STEPHEN J	SALE	13.94	12.29K	171.33K	70.08K
Dec 11, 2024	SCHMIDT STEPHEN J	SALE	15.16	23	348.68	70.08K
Nov 27, 2024	SCHMIDT STEPHEN J	SALE	15.29	121	1.85K	70.08K
Nov 25, 2024	SCHMIDT STEPHEN J	SALE	15.87	6	95.19	70.08K
Nov 22, 2024	SCHMIDT STEPHEN J	SALE	15.61	300	4.68K	70.08K
Nov 21, 2024	SCHMIDT STEPHEN J	SALE	15.38	17	261.46	70.08K
Nov 20, 2024	SCHMIDT STEPHEN J	SALE	15.25	437	6.66K	70.08K
Nov 13, 2024	SCHMIDT STEPHEN J	SALE	15.77	200	3.15K	70.08K
Nov 12, 2024	SCHMIDT STEPHEN J	SALE	15.97	92	1.47K	70.08K
Nov 11, 2024	SCHMIDT STEPHEN J	SALE	15.82	400	6.33K	70.08K
Nov 08, 2024	SCHMIDT STEPHEN J	SALE	15.81	210	3.32K	70.78K
Nov 07, 2024	SCHMIDT STEPHEN J	SALE	15.99	242	3.87K	74.29K
Nov 06, 2024	RAPPE KRISTINE A	SALE	16.68	69	1.15K	27.32K
Sep 13, 2024	BARTEL ELLEN SYBURG	SALE	15.02	38	570.76	15K
Sep 05, 2024	BARTEL ELLEN SYBURG	SALE	15.02	5	75.08	15K
Sep 04, 2024	BARTEL ELLEN SYBURG	SALE	15.00	80	1.2K	15K
Sep 03, 2024	BARTEL ELLEN SYBURG	SALE	15.04	391	5.88K	15K
Aug 30, 2024	BARTEL ELLEN SYBURG	SALE	15.02	176	2.64K	15K
Aug 29, 2024	HANSEN MICHAEL L	SALE	15.02	3.13K	47.06K	79.87K
Aug 28, 2024	HANSEN MICHAEL L	SALE	15.04	94	1.41K	79.87K
Oct 26, 2023	GORDON DOUGLAS S	PURCHASE	9.89	211	2.09K	535.37K
Mar 14, 2022	HANSEN MICHAEL L	SALE	19.68	398	7.83K	90.16K
Nov 23, 2021	DALUM THOMAS E	SALE	21.79	252	5.49K	63.53K
Nov 22, 2021	DALUM THOMAS E	SALE	21.77	100	2.18K	69.27K
Nov 19, 2021	DALUM THOMAS E	SALE	21.57	275	5.93K	63.53K
Jun 03, 2021	BRUSS WILLIAM F	SALE	20.20	100	2.02K	26.13K
May 18, 2021	BRUSS WILLIAM F	SALE	20.10	20	402	26.13K
May 17, 2021	BRUSS WILLIAM F	SALE	20.18	200	4.04K	26.13K
Mar 10, 2021	BARTEL ELLEN SYBURG	SALE	20.67	45	930.15	15K
Mar 08, 2021	HANSEN MICHAEL L	SALE	20.79	307	6.38K	90.14K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES103.55K8

NET SHARES-103.55K8

SHARES HELD2.33M8

% NET SHARES-104.45%0%

Frequently Asked Questions