How many institutions own WSR 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 WSR shares is 281, representing 65.09% of the company's common stock.

Who are the major shareholders selling Whitestone REIT stock?

THRIVENT FINANCIAL FOR LUTHERANS, in the last quarter, reduced its stake in WSR by -1.65% restricting it's holding to 32.39 thousand shares of worth nearly $396.00K. MARTINGALE ASSET MANAGEMENT L P also lessened -10.17% of the WSR shares from its portfolio, reducing its holding to 37.71 thousand shares of worth $463.08M. GARNER ASSET MANAGEMENT CORP also shunned WSR shares holding by -3.49% last quarter which brought its holding to 38.51 thousand shares worth $472.94K.

Investors who are buying WSR stock?

As per its latest 13F filing, PRELUDE CAPITAL MANAGEMENT, LLC increased its stake in WSR by 34.49% in the last quarter. The institutional holder raised its holding to 79.55 thousand shares having worth more than $976.86K. VANGUARD GROUP INC also added 0.62% more shares of WSR to its portfolio, raising its holding to 5.25 million shares of worth $64.47M. BLACKROCK, INC. also increased its WSR shares holding by 0.87% which brought its holding to 7.84 million shares worth $96.23M.

WSR's major insiders: who are they?

The insider with the most stakes in WSR is MASTANDREA JAMES C , CHAIRMAN & CEO at the company. Additionally, WSR stock is highly held by CHIEF FINANCIAL OFFICER Holeman David K and Chief Operating Officer Mastandrea Christine J among others.

Did an insider recently sell WSR stock?

Company executives, directors, and other insiders own 12.59% percent of Whitestone REIT's stock. Within the last six months, there have been 0 transaction(s) in which WSR insiders have sold stock, totaling 0 shares. Insiders that have sold shares include DEVOS DANIEL G, MAHAFFEY JACK L, and NIXON DANIEL E JR.

Which insider recently purchased WSR stock?

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

How much of WSR does insiders own?

Around 0 Whitestone REIT shares are held by insiders, which represents about 12.59% of WSR stock.

Who is the insider with the largest stake?

WSR CHAIRMAN & CEO, MASTANDREA JAMES C holds the largest portfolio of the company's shares. WSR shares owned by MASTANDREA total nearly 1.37 million.

Which institution holds the most shares in WSR?

PRELUDE CAPITAL MANAGEMENT, LLC is the largest institutional owner in WSR which holds 79.55 thousand shares worth $976.86K or 0.16% of the total WSR shares outstanding followed by VANGUARD GROUP INC with ownership of 5.25 million shares representing 10.37% of the WSR ownership. BLACKROCK, INC. is the third largest stakeholder with 7.84 million shares or 15.47% of the ownership worth more than $96.23M.

Is Whitestone REIT 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 WSR is concerned, it is a stock which is optionable.

Is there a short position on WSR's shares?

Number of WSR shares short is 526.64K. 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 WSR shares are there?

As of today, 51.02M shares of WSR are outstanding.

Is there many float in WSR 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, WSR has 44.96M shares in float.

WSR 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 WSR is 2.59.

Whitestone REIT (WSR) insider trading activity: Get Latest News Today

Stock Outstanding Shares

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

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.03

Short Percent Of Float1.45

Shares Outstanding51.02M

Shares Float44.96M

Shares Short526.64K

Short Ratio2.59

1.45%

Short % of Float

1.03%

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

12.59% Percentage of Shares held by All Insiders

65.09% Percentage of Shares held by All Institutions

74.47% Percentage of Float held by Institutions

281

Number of Institutions Holding Shares

Institutional Ownership

About 65.09% of WSR shares are held by financial institutions. PRELUDE CAPITAL MANAGEMENT, LLC is the top corporate investor, holding 79.55K shares valued at $976.86K. A 0.16% stake in Whitestone REIT is owned by the company. VANGUARD GROUP INC owns 5.25M shares valued at $64.47M, which translates its holding of 10.37% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	PRELUDE CAPITAL MANAGEMENT, LLC	0.16%	79.55K	976.86K	20.4K	+34.49%
Sep 30, 2025	VANGUARD GROUP INC	10.37%	5.25M	64.47M	32.37K	+0.62%
Sep 30, 2025	BLACKROCK, INC.	15.47%	7.84M	96.23M	67.8K	+0.87%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.06%	32.39K	396K	-545	-1.65%
Sep 30, 2025	DENALI ADVISORS LLC	0.06%	32.8K	402.78K	32.8K	+100.00%
Sep 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.07%	33.07K	406.06K	400	+1.22%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.07%	33.84K	415.53K	14.8K	+77.72%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.07%	35.11K	431.1K	3.05K	+9.52%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.07%	35.33K	433.85K	6.6K	+22.97%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.07%	37.71K	463.08M	-4.27K	-10.17%
Sep 30, 2025	GARNER ASSET MANAGEMENT CORP	0.08%	38.51K	472.94K	-1.39K	-3.49%
Sep 30, 2025	STEPHENS INC /AR/	0.08%	39.36K	483.34K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.08%	39.43K	484.21K	5.27K	+15.42%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.09%	46.53K	571.44K	24.55K	+111.70%
Sep 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.09%	46.98K	575K	-1.46K	-3.02%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.11%	54.36K	667.54K	8.72K	+19.11%
Sep 30, 2025	HSBC HOLDINGS PLC	0.11%	57.54K	705.4K	4.44K	+8.36%
Sep 30, 2025	CITIGROUP INC	0.12%	60.67K	745.05K	8.39K	+16.05%
Sep 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.12%	61.19K	751.39K	0	0
Sep 30, 2025	ADVISORY RESEARCH INC	0.13%	63.5K	779.76K	2.31K	+3.77%
Sep 30, 2025	SWISS NATIONAL BANK	0.16%	82.9K	1.02M	0	0
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.17%	84.31K	1.04M	36.88K	+77.77%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.17%	85.57K	1.05M	-381.99K	-81.70%
Sep 30, 2025	ROYAL BANK OF CANADA	0.18%	90.83K	1.12M	5.45K	+6.38%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.23%	117.92K	1.45M	818	+0.70%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.24%	119.86K	1.47M	7.12K	+6.31%
Sep 30, 2025	JANE STREET GROUP, LLC	0.24%	123.92K	1.52M	43.83K	+54.72%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.25%	128.03K	1.57M	998	+0.79%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.3%	153.26K	1.88M	115.23K	+303.02%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.3%	153.51K	1.89M	94.72K	+161.10%
Sep 30, 2025	GREENLAND CAPITAL MANAGEMENT LP	0.38%	190.93K	2.37M	60K	+45.83%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.41%	207.43K	2.55M	-30.69K	-12.89%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.43%	216.8K	2.66M	-30.31K	-12.27%
Sep 30, 2025	INVESCO LTD.	0.61%	309.94K	3.81M	-30.37K	-8.93%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.26%	131.45K	1.61M	18.19K	+16.06%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.29%	146.6K	1.8M	146.6K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.62%	313.29K	3.85M	85.41K	+37.48%
Sep 30, 2025	NUVEEN, LLC	0.76%	382.4K	4.7M	91.37K	+31.40%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.76%	385.55K	4.73M	631	+0.16%
Sep 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.13%	65.2K	800.66K	0	0
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.14%	71.19K	874K	71.19K	+100.00%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.15%	74.12K	910.24K	26.86K	+56.83%
Sep 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.15%	75.03K	921.4K	15.57K	+26.19%
Sep 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.15%	77.16K	948K	-100	-0.13%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.35%	175.08K	2.15M	22.43K	+14.70%
Sep 30, 2025	BARCLAYS PLC	0.45%	227.24K	2.79M	30.16K	+15.30%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.52%	263.49K	3.24M	13.58K	+5.44%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.16%	79.88K	980.95K	-10.03K	-11.15%
Sep 30, 2025	UBS GROUP AG	0.17%	84.41K	1.04M	1.09K	+1.31%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.19%	94.21K	1.16M	-41.68K	-30.67%
Sep 30, 2025	MAN GROUP PLC	0.24%	123.78K	1.52M	39.32K	+46.55%
Sep 30, 2025	RHUMBLINE ADVISERS	0.27%	136.8K	1.68M	-5.15K	-3.62%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.31%	155.3K	1.91M	98.98K	+175.73%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.36%	180.65K	2.22M	5.46K	+3.12%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.44%	222.98K	2.74M	-784	-0.35%
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.52%	261.23K	3.21M	-15.71K	-5.67%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.83%	422.19K	5.18M	-27.13K	-6.04%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.84%	427.19K	5.25M	5.07K	+1.20%
Sep 30, 2025	FMR LLC	0.36%	184.43K	2.26M	17.68K	+10.60%
Sep 30, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.84%	427.96K	5.26M	133.92K	+45.54%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.89%	451.98K	5.55M	123.19K	+37.47%
Sep 30, 2025	DIGITALBRIDGE GROUP, INC.	0.9%	454.77K	5.58M	121.4K	+36.42%
Sep 30, 2025	NORTHERN TRUST CORP	1.09%	553.43K	6.8M	12.24K	+2.26%
Sep 30, 2025	CSM ADVISORS, LLC	1.11%	564.09K	6.93M	-17.07K	-2.94%
Sep 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	1.19%	600.25K	7.37M	-14.84K	-2.41%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.21%	613.37K	7.53M	21.22K	+3.58%
Sep 30, 2025	MORGAN STANLEY	1.38%	700.7K	8.6M	-102.05K	-12.71%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.41%	713.75K	8.76M	-97.29K	-12.00%
Sep 30, 2025	NEXPOINT ASSET MANAGEMENT, L.P.	1.73%	875.26K	10.75M	0	0
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.34%	1.18M	14.55M	5.13K	+0.43%
Sep 30, 2025	EMMETT INVESTMENT MANAGEMENT, LP	2.49%	1.26M	15.39M	117.44K	+10.25%
Sep 30, 2025	STATE STREET CORP	3.61%	1.83M	22.43M	-40.72K	-2.18%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.15%	77.8K	955.38K	-134.38K	-63.33%
Jun 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.13%	65.2K	813.7K	6.5K	+11.07%
Jun 30, 2025	NEXPOINT ASSET MANAGEMENT, L.P.	1.73%	875.26K	10.92M	0	0
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.1%	49.18K	613.74M	63	+0.13%
Jun 30, 2025	PRELUDE CAPITAL MANAGEMENT, LLC	0.12%	59.15K	738.18K	6.72K	+12.82%
Jun 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.15%	77.26K	964K	6.81K	+9.67%
Jun 30, 2025	MAN GROUP PLC	0.17%	84.47K	1.05M	1.77K	+2.14%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.18%	92.91K	1.16M	2K	+2.20%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.19%	94.53K	1.18M	84.71K	+862.74%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.22%	112.75K	1.41M	1.22K	+1.09%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.22%	113.26K	1.41M	-51.43K	-31.23%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.09%	47.42K	591.84M	37.09K	+358.99%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.09%	45.64K	569.58K	-1.6K	-3.39%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.08%	41.98K	523.91K	4.2K	+11.12%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.21%	107.76K	1.34B	43.83K	+68.55%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.08%	39.47K	492.55M	-829	-2.06%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.23%	117.11K	1.46M	-810	-0.69%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.25%	127.03K	1.59M	15.37K	+13.76%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.47%	238.12K	2.97M	-47.03K	-16.49%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.49%	247.1K	3.08M	-9.38K	-3.66%
Jun 30, 2025	NUVEEN, LLC	0.57%	291.03K	3.63M	153.8K	+112.07%
Jun 30, 2025	EMMETT INVESTMENT MANAGEMENT, LP	2.26%	1.15M	14.35M	343.69K	+42.88%
Jun 30, 2025	GREENLAND CAPITAL MANAGEMENT LP	0.26%	130.93K	1.63M	11.93K	+10.03%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.27%	135.89K	1.7M	-76.35K	-35.97%
Jun 30, 2025	RHUMBLINE ADVISERS	0.28%	141.95K	1.77M	960	+0.68%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.3%	152.64K	1.9M	11.33K	+8.02%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.32%	160.85K	2.01M	106.47K	+195.77%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.55%	276.94K	3.46M	193.38K	+231.44%
Jun 30, 2025		0.57%	291.03K	3.63M	153.8K	+112.07%
Jun 30, 2025	GARNER ASSET MANAGEMENT CORP	0.08%	39.9K	498.01K	-2.59K	-6.10%
Jun 30, 2025	STEPHENS INC /AR/	0.08%	39.36K	491.21K	0	0
Jun 30, 2025	HORIZON INVESTMENTS, LLC	0.07%	36.4K	451.05K	36.4K	+100.00%
Jun 30, 2025	QUEST PARTNERS LLC	0.07%	34.76K	433.81K	8.65K	+33.13%
Jun 30, 2025	HANCOCK WHITNEY CORP	0.07%	34.7K	433.03K	17.85K	+106.00%
Jun 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.06%	32.67K	407.68K	0	0
Jun 30, 2025	CROSSINGBRIDGE ADVISORS, LLC	0.06%	30K	184.35K	15K	+100.00%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.06%	29.83K	372.25K	29.83K	+100.00%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.06%	28.73K	358.55K	0	0
Jun 30, 2025	MARSHALL WACE, LLP	0.06%	28.1K	350.65K	-82.04K	-74.49%
Jun 30, 2025	HRT FINANCIAL LP	0.05%	27.75K	346K	4.73K	+20.54%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.05%	27.31K	340.8K	-1.74K	-5.99%
Jun 30, 2025	VESTCOR INC	0.05%	26.95K	336K	26.95K	+100.00%
Jun 30, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.58%	294.04K	3.67M	282.96K	+2,553.82%
Jun 30, 2025	INVESCO LTD.	0.67%	340.31K	4.25M	-12.6K	-3.57%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.83%	422.12K	5.27M	-7.54K	-1.75%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.89%	449.31K	5.61M	-9.66K	-2.10%
Jun 30, 2025	NORTHERN TRUST CORP	1.07%	541.2K	6.75M	-53.66K	-9.02%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.17%	592.15K	7.39M	-40.56K	-6.41%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.6%	811.04K	10.12M	-287.5K	-26.17%
Jun 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	1.21%	615.08K	7.68M	-3.85K	-0.62%
Jun 30, 2025	CSM ADVISORS, LLC	1.15%	581.17K	7.26M	581.17K	+100.00%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.92%	467.55K	5.84M	417.51K	+834.28%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.76%	384.92K	4.8M	119.37K	+44.95%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.49%	249.91K	3.12M	31.71K	+14.53%
Jun 30, 2025	FMR LLC	0.33%	166.74K	2.08M	8.62K	+5.45%
Jun 30, 2025	SWISS NATIONAL BANK	0.16%	82.9K	1.03M	0	0
Jun 30, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.16%	80.35K	1M	-32.01K	-28.49%
Jun 30, 2025	DIGITALBRIDGE GROUP, INC.	0.66%	333.37K	4.16M	-45.72K	-12.06%
Jun 30, 2025	MORGAN STANLEY	1.58%	802.75K	10.02B	-21.01K	-2.55%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.65%	328.79K	4.1B	-97.85K	-22.93%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.33%	1.18M	14.72M	-40.82K	-3.35%
Jun 30, 2025	STATE STREET CORP	3.69%	1.87M	23.31M	-27.86K	-1.47%
Jun 30, 2025	VANGUARD GROUP INC	10.3%	5.22M	65.12M	-47.84K	-0.91%
Jun 30, 2025	UBS GROUP AG	0.16%	83.32K	1.04M	9.44K	+12.77%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.17%	84.95K	1.06M	84.95K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.17%	85.39K	1.07M	14.35K	+20.20%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.18%	89.91K	1.12M	25.47K	+39.52%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.35%	175.19K	2.19M	10	+0.01%
Jun 30, 2025	BARCLAYS PLC	0.39%	197.08K	2.46M	14.83K	+8.13%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.42%	212.18K	2.65M	138.2K	+186.80%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.44%	223.76K	2.79M	-35.53K	-13.70%
Jun 30, 2025	JPMORGAN CHASE & CO	0.45%	227.88K	2.84M	-21.59K	-8.65%
Jun 30, 2025	BLACKROCK, INC.	15.34%	7.77M	96.95M	-518.63K	-6.26%
Jun 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.1%	48.44K	602K	23	+0.05%
Jun 30, 2025	JANE STREET GROUP, LLC	0.16%	80.1K	999.6K	16.49K	+25.93%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.12%	58.79K	733.74K	1.13K	+1.96%
Jun 30, 2025	MAGNETAR FINANCIAL LLC	0.11%	57.3K	715.13K	57.3K	+100.00%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.11%	56.66K	707.08K	56.66K	+100.00%
Jun 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.11%	55.64K	694.33K	55.64K	+100.00%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.12%	61.41K	766K	7.53K	+13.97%
Jun 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.12%	61.37K	766K	-9.92K	-13.91%
Jun 30, 2025	ADVISORY RESEARCH INC	0.12%	61.19K	763.64K	4.14K	+7.25%
Jun 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.12%	61.19K	763.63K	-3.09K	-4.80%
Mar 31, 2025	UBS GROUP AG	0.15%	73.88K	1.08M	21.34K	+40.63%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.25%	632.71K	9.22M	-21.99K	-3.36%
Mar 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	1.22%	618.93K	9.02M	15.22K	+2.52%
Mar 31, 2025	NORTHERN TRUST CORP	1.17%	594.85K	8.67M	-28.1K	-4.51%
Mar 31, 2025	JPMORGAN CHASE & CO	0.49%	249.47K	3.63M	-78.84K	-24.01%
Mar 31, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.22%	112.36K	1.64M	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	111.66K	1.63M	-1.22K	-1.08%
Mar 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.22%	111.53K	1.62M	4.74K	+4.44%
Mar 31, 2025	BLACKROCK, INC.	16.36%	8.29M	120.74M	389.25K	+4.93%
Mar 31, 2025	VANGUARD GROUP INC	10.4%	5.27M	76.72M	71.11K	+1.37%
Mar 31, 2025	STATE STREET CORP	3.74%	1.9M	27.62M	-46.12K	-2.38%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.41%	1.22M	17.78M	-27.2K	-2.18%
Mar 31, 2025	FOUNDRY PARTNERS, LLC	1.1%	557.31K	8.12M	-961	-0.17%
Mar 31, 2025	HGI CAPITAL MANAGEMENT, LLC	0.52%	264.33K	3.85M	-159.41K	-37.62%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.51%	259.3K	3.78M	-264.49K	-50.50%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.51%	256.48K	3.74M	6.5K	+2.60%
Mar 31, 2025	BARCLAYS PLC	0.36%	182.26K	2.66M	16.43K	+9.91%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.35%	175.18K	2.55M	-5.66K	-3.13%
Mar 31, 2025	CITIGROUP INC	0.16%	81.7K	1.19M	-1.87K	-2.23%
Mar 31, 2025	NEXPOINT ASSET MANAGEMENT, L.P.	1.73%	875.26K	12.75M	0	0
Mar 31, 2025	MORGAN STANLEY	1.63%	823.76K	12M	-109.84K	-11.76%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.43%	218.2K	3.18M	16.52K	+8.19%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.42%	212.24K	3.09M	118.79K	+127.13%
Mar 31, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.14%	71.29K	1.04M	71.29K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.14%	71.04K	1.04M	1.67K	+2.40%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.52%	265.55K	3.87M	63.67K	+31.54%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.17%	83.56K	1.22M	13.34K	+19.01%
Mar 31, 2025	SWISS NATIONAL BANK	0.16%	82.9K	1.21M	0	0
Mar 31, 2025	MAN GROUP PLC	0.16%	82.7K	1.2M	32.05K	+63.29%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.85%	429.66K	6.26M	-11.14K	-2.53%
Mar 31, 2025	THIRD AVENUE MANAGEMENT LLC	0.16%	80K	1.17M	0	0
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.15%	73.98K	1.08M	-54.5K	-42.42%
Mar 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	2.17%	1.1M	16.01M	-94.3K	-7.91%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.91%	458.97K	6.69M	-18.71K	-3.92%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.84%	426.64K	6.22M	141.18K	+49.46%
Mar 31, 2025	DIGITALBRIDGE GROUP, INC.	0.75%	379.09K	4.46M	88.6K	+30.50%
Mar 31, 2025	MARSHALL WACE, LLP	0.22%	110.14K	1.6M	110.14K	+100.00%
Mar 31, 2025	GSA CAPITAL PARTNERS LLP	0.2%	100.4K	1.46M	100.4K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.18%	90.91K	1.32M	0	0
Mar 31, 2025	INVESCO LTD.	0.7%	352.91K	5.14M	-153.69K	-30.34%
Mar 31, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.6%	303.1K	4.42M	9.9K	+3.38%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.56%	285.16K	4.15M	-8.77K	-2.98%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.33%	164.69K	2.4M	36.32K	+28.30%
Mar 31, 2025	FMR LLC	0.31%	158.12K	2.3M	861	+0.55%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.28%	141.31K	2.06M	30.93K	+28.02%
Mar 31, 2025	RHUMBLINE ADVISERS	0.28%	140.99K	2.05M	-5.59K	-3.81%
Mar 31, 2025		0.27%	137.23K	2M	137.23K	+100.00%
Mar 31, 2025	GREENLAND CAPITAL MANAGEMENT LP	0.23%	119K	1.73M	39K	+48.75%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.23%	117.92K	1.72M	3.09K	+2.69%
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0.18%	91.29K	1.15M	-5.09K	-5.28%
Mar 31, 2024	SWISS NATIONAL BANK	0.19%	92.7K	1.16M	0	0
Mar 31, 2024	ROUMELL ASSET MANAGEMENT, LLC	0.19%	93.72K	1.18M	93.72K	+100.00%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.2%	97.75K	1.23M	0	0
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.21%	104.51K	1.31M	74.69K	+250.52%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.24%	121.28K	1.52M	-4.25K	-3.38%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.25%	122.15K	1.53M	0	0
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.28%	138.86K	1.74M	4.02K	+2.98%
Mar 31, 2024	RHUMBLINE ADVISERS	0.31%	151.78K	1.9M	-3.2K	-2.06%
Mar 31, 2024	BARCLAYS PLC	0.33%	161.47K	2.03M	-63.32K	-28.17%
Mar 31, 2024	HGI CAPITAL MANAGEMENT, LLC	0.33%	163.08K	2.05M	122.01K	+297.04%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0.33%	163.66K	2.05M	10.64K	+6.96%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.34%	168.18K	2.11M	-6.8K	-3.89%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.34%	168.79K	2.12M	2.34K	+1.40%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.35%	174.3K	2.19M	3.03K	+1.77%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.36%	180.08K	2.26M	-72.29K	-28.65%
Mar 31, 2024	INVESCO LTD.	0.9%	445.8K	5.59M	-42.44K	-8.69%
Mar 31, 2024	EXODUSPOINT CAPITAL MANAGEMENT, LP	1.14%	566.23K	7.11M	-265.54K	-31.92%
Mar 31, 2024	NORTHERN TRUST CORP	1.15%	567.98K	7.13M	-24.27K	-4.10%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.16%	573.68K	7.2M	-10.47K	-1.79%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	1.31%	648.86K	8.14M	-12.71K	-1.92%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.33%	658.26K	8.26M	15.17K	+2.36%
Mar 31, 2024	MORGAN STANLEY	1.75%	869.43K	10.91M	47.54K	+5.78%
Mar 31, 2024	FOUNDRY PARTNERS, LLC	1.91%	949.11K	11.91M	142.34K	+17.64%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.43%	211.34K	2.65M	-21.16K	-9.10%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.53%	262.87K	3.3M	17.09K	+6.96%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.61%	304.27K	3.82M	-3.32K	-1.08%
Mar 31, 2024	JPMORGAN CHASE & CO	0.65%	323.19K	4.06M	-14.71K	-4.35%
Mar 31, 2024	DIGITALBRIDGE GROUP, INC.	0.68%	336.83K	4.23M	-91.74K	-21.41%
Mar 31, 2024	BOOTHBAY FUND MANAGEMENT, LLC	1.33%	659.86K	8.28M	-63.98K	-8.84%
Mar 31, 2024	NEXPOINT ASSET MANAGEMENT, L.P.	1.77%	875.26K	10.98M	0	0
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	2.15%	1.07M	13.41M	97.7K	+10.06%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.38%	1.18M	14.84M	38.9K	+3.40%
Mar 31, 2024	STATE STREET CORP	3.87%	1.92M	24.06M	32.42K	+1.72%
Mar 31, 2024	VANGUARD GROUP INC	11%	5.45M	68.46M	-72.16K	-1.31%
Mar 31, 2024	NOMURA ASSET MANAGEMENT CO LTD	0.11%	54.4K	682.72K	-300	-0.55%
Mar 31, 2024	CITIGROUP INC	0.07%	33.5K	420.46K	3.44K	+11.44%
Mar 31, 2024	LPL FINANCIAL LLC	0.07%	36.34K	456.06K	-4.73K	-11.51%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.08%	38.05K	477.48K	248	+0.66%
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0.08%	39.98K	501.71K	81	+0.20%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.08%	40.87K	513K	-1.11K	-2.64%
Mar 31, 2024	TEXAS PERMANENT SCHOOL FUND CORP	0.08%	41.23K	517.4K	552	+1.36%
Mar 31, 2024	BAILARD, INC.	0.09%	45.3K	568.52M	45.3K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.1%	47.63K	597.69K	-7.89K	-14.21%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.1%	48.96K	614.5K	13.34K	+37.45%
Mar 31, 2024	ADVISORY RESEARCH INC	0.1%	51.39K	644.91K	-2.53K	-4.69%
Mar 31, 2024	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.1%	51.68K	648K	-164	-0.32%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.11%	52.43K	658.02K	0	0
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.11%	53.47K	671.02K	-1.42K	-2.59%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.11%	53.6K	670K	1.61K	+3.09%
Mar 31, 2024	BLACKROCK INC.	15.61%	7.74M	97.12M	-53.23K	-0.68%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.11%	55.75K	699.61K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	58.4K	732.92K	-17.9K	-23.46%
Mar 31, 2024	GREENLAND CAPITAL MANAGEMENT LP	0.13%	65K	815.75K	15K	+30.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.13%	66.22K	832K	-15.7K	-19.16%
Mar 31, 2024	CREDIT SUISSE AG/	0.14%	66.93K	839.92K	0	0
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	0.14%	67.44K	846.4K	-7.82K	-10.40%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.14%	68.02K	853.64K	-220	-0.32%
Mar 31, 2024	GARNER ASSET MANAGEMENT CORP	0.14%	68.61K	861K	1.61K	+2.40%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.15%	74.42K	934K	-46.45K	-38.43%
Mar 31, 2024	THIRD AVENUE MANAGEMENT LLC	0.16%	80K	1M	0	0
Mar 31, 2024	CAMPBELL & CO INVESTMENT ADVISER LLC	0.17%	84.47K	1.06M	84.47K	+100.00%
Mar 31, 2024	CLARIVEST ASSET MANAGEMENT LLC	0.17%	84.71K	1.06M	84.71K	+100.00%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.17%	85.25K	784.25K	-3.39K	-3.82%
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.18%	88.35K	1.11M	-2.2K	-2.43%
Dec 31, 2023	BLACKROCK INC.	15.73%	7.79M	95.76M	80.52K	+1.04%
Dec 31, 2023	UBS GROUP AG	0.11%	55.52K	682.29K	35.6K	+178.78%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.11%	55.75K	685.12K	-1.05K	-1.84%
Dec 31, 2023	PRELUDE CAPITAL MANAGEMENT, LLC	0.13%	65.17K	800.93K	1.72K	+2.71%
Dec 31, 2023	EAM INVESTORS, LLC	0.13%	66.07K	812.04K	66.07K	+100.00%
Dec 31, 2023	CREDIT SUISSE AG/	0.14%	66.93K	822.52K	10.74K	+19.11%
Dec 31, 2023	GARNER ASSET MANAGEMENT CORP	0.14%	67K	842.23K	-6.6K	-8.97%
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0.14%	68.24K	838.66K	0	0
Dec 31, 2023	CORNERCAP INVESTMENT COUNSEL INC	0.14%	70.54K	866.92K	-28.32K	-28.64%
Dec 31, 2023	ASSET MANAGEMENT ONE CO., LTD.	0.15%	75.27K	938.57K	107	+0.14%
Dec 31, 2023	THIRD AVENUE MANAGEMENT LLC	0.16%	80K	983.2K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.17%	81.91K	1.01M	8.77K	+11.99%
Dec 31, 2023	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.18%	88.63K	1.09M	0	0
Dec 31, 2023	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.18%	90.55K	1.11M	-3.02K	-3.22%
Dec 31, 2023	SWISS NATIONAL BANK	0.19%	92.7K	1.14M	-10.5K	-10.17%
Dec 31, 2023	GLOBEFLEX CAPITAL L P	0.19%	96.23K	1.18M	0	0
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.19%	96.38K	1.18M	-519	-0.54%
Dec 31, 2023	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.2%	97.75K	1.2M	39.61K	+68.12%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.24%	120.87K	1.49M	19.19K	+18.87%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.25%	122.15K	1.5M	1.06K	+0.88%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.25%	125.52K	1.54M	495	+0.40%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.27%	134.85K	1.66M	2.87K	+2.18%
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	0.31%	153.02K	1.88M	11.54K	+8.15%
Dec 31, 2023	RHUMBLINE ADVISERS	0.31%	154.98K	1.9M	-38.63K	-19.95%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.34%	166.45K	2.05M	1.05K	+0.64%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.35%	171.27K	2.1M	14.53K	+9.27%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.35%	174.97K	2.15M	-182.2K	-51.01%
Dec 31, 2023	NORDEA INVESTMENT MANAGEMENT AB	0.41%	201.88K	2.5M	-8.81K	-4.18%
Dec 31, 2023	BARCLAYS PLC	0.45%	224.8K	2.76M	4.24K	+1.92%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.47%	232.5K	2.86M	-69.29K	-22.96%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.5%	245.77K	3.02M	-8.48K	-3.33%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.51%	252.38K	3.1M	-95.81K	-27.52%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.62%	307.59K	3.78M	-36.85K	-10.70%
Dec 31, 2023	JPMORGAN CHASE & CO	0.68%	337.9K	4.15M	-40.43K	-10.69%
Dec 31, 2023	DIGITALBRIDGE GROUP, INC.	0.87%	428.57K	5.27M	-46.45K	-9.78%
Dec 31, 2023	INVESCO LTD.	0.99%	488.23K	6M	-2.18K	-0.44%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.18%	584.15K	7.18M	-10.88K	-1.83%
Dec 31, 2023	NORTHERN TRUST CORP	1.2%	592.25K	7.28M	-9.4K	-1.56%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.3%	643.09K	7.9M	-24.36K	-3.65%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	1.34%	661.57K	8.13M	57.65K	+9.55%
Dec 31, 2023	BOOTHBAY FUND MANAGEMENT, LLC	1.46%	723.84K	8.9M	290.8K	+67.15%
Dec 31, 2023	FORTRESS INVESTMENT GROUP LLC	1.49%	739.41K	9.09M	-688.32K	-48.21%
Dec 31, 2023	FOUNDRY PARTNERS, LLC	1.63%	806.77K	9.92M	356.95K	+79.35%
Dec 31, 2023	MORGAN STANLEY	1.66%	821.89K	10.1M	-46.86K	-5.39%
Dec 31, 2023	EXODUSPOINT CAPITAL MANAGEMENT, LP	1.68%	831.77K	10.22M	831.77K	+100.00%
Dec 31, 2023	NEXPOINT ASSET MANAGEMENT, L.P.	1.77%	875.26K	10.76M	0	0
Dec 31, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.96%	970.82K	11.93M	65.82K	+7.27%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.31%	1.14M	14.05M	137.8K	+13.71%
Dec 31, 2023	STATE STREET CORP	3.8%	1.88M	23.16M	-28.08K	-1.47%
Dec 31, 2023	VANGUARD GROUP INC	11.16%	5.53M	67.93M	2.26M	+69.07%

Insiders

Among the WSR insiders holding of 12.59% of the stake in company, MASTANDREA JAMES C, CHAIRMAN & CEO, holds the largest shares of 1.37M. HOLEMAN DAVID K, CHIEF FINANCIAL OFFICER, is the second largest WSR insider with ownership of 316.73K shares. MASTANDREA CHRISTINE J, Chief Operating Officer, stands third with possession of 305.81K shares of that stake.

Insiders	Designation	Shares Held
MASTANDREA JAMES C	CHAIRMAN & CEO	1.37M
HOLEMAN DAVID K	CHIEF FINANCIAL OFFICER	316.73K
MASTANDREA CHRISTINE J	Chief Operating Officer	305.81K
HARTMAN ALLEN R	President -Secretary	301.99K
DEE JOHN J	COO & SECRETARY	116.47K
HATHORN SAMUEL C	director	57.98K
FENG AMY SHIH-HUA	director	54.03K
LAMBERT PAUL T	director	51.92K
MINTON CHRIS A	director	44.68K
KEATING DONALD F	director	27.36K
MAHAFFEY JACK L	director	22.83K
JONES JEFFREY ALAN	director	22.4K
MILLER DONALD A	director	21.71K
NIXON DANIEL E JR	SVP - REGIONAL DIRECTOR	15.44K
TAYLOR DAVID F.	director	10.38K
BUTHMAN JULIA BRUNS	director	8.09K
ROLLNICK RICHARD D.	SEE REMARKS	4.35K
GATHRIGHT KRISTIAN M	director	3.5K
DEVOS DANIEL G	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 28, 2025	MILLER DONALD A	PURCHASE	12.35	5K	61.75K	21.71K
May 02, 2025	MILLER DONALD A	PURCHASE	12.87	5K	64.35K	6.71K
Mar 21, 2025	GATHRIGHT KRISTIAN M	PURCHASE	14.36	1.75K	25.13K	3.5K
Mar 19, 2025	FENG AMY SHIH-HUA	PURCHASE	14.32	675	9.67K	54.03K
Sep 04, 2024	BUTHMAN JULIA BRUNS	PURCHASE	12.99	5K	64.95K	8.09K
Jun 11, 2024	FENG AMY SHIH-HUA	PURCHASE	13.09	17K	222.53K	40.57K
Jun 03, 2024	FENG AMY SHIH-HUA	PURCHASE	13.07	6.1K	79.73K	23.57K
May 05, 2023	FENG AMY SHIH-HUA	PURCHASE	8.47	3.9K	33.03K	12.64K
Mar 03, 2023	FENG AMY SHIH-HUA	PURCHASE	9.67	3.65K	35.3K	8.74K
Sep 30, 2022	MASTANDREA CHRISTINE J	PURCHASE	8.56	500	4.28K	305.81K
Mar 22, 2021	JONES JEFFREY ALAN	PURCHASE	9.55	6.25K	59.69K	22.4K
Dec 04, 2020	MASTANDREA JAMES C	PURCHASE	8.42	1K	8.42K	1.37M
Jun 30, 2020	MASTANDREA CHRISTINE J	PURCHASE	0.00	0	-	1.22M
Jun 30, 2020	MASTANDREA JAMES C	PURCHASE	0.00	0	-	1.22M
Jun 24, 2020	TAYLOR DAVID F.	PURCHASE	6.49	2K	12.98K	10.38K
May 18, 2020	MASTANDREA JAMES C	PURCHASE	5.75	18K	103.5K	1.22M
Mar 11, 2020	MASTANDREA JAMES C	PURCHASE	0.00	0	-	230.39K
Feb 28, 2020	MASTANDREA JAMES C	PURCHASE	0.00	0	-	230.39K
Feb 28, 2020	JONES JEFFREY ALAN	PURCHASE	12.00	6.25K	75K	6.25K
Sep 06, 2019	MASTANDREA JAMES C	PURCHASE	12.64	10K	126.4K	1.03M
Mar 05, 2018	MASTANDREA CHRISTINE J	PURCHASE	10.65	2.5K	26.63K	695.87K
Mar 05, 2018	MASTANDREA JAMES C	PURCHASE	10.65	2.5K	26.63K	695.87K
Aug 29, 2017	LAMBERT PAUL T	PURCHASE	12.31	1.8K	22.16K	51.92K
Mar 07, 2017	LAMBERT PAUL T	PURCHASE	13.94	117	1.63K	47.74K
Aug 19, 2016	MASTANDREA CHRISTINE J	PURCHASE	14.56	2K	29.12K	756.53K
Aug 19, 2016	HOLEMAN DAVID K	PURCHASE	14.56	360	5.24K	316.73K
Aug 19, 2016	MASTANDREA JAMES C	PURCHASE	14.56	2K	29.12K	756.53K
Nov 13, 2015	LAMBERT PAUL T	PURCHASE	11.67	700	8.17K	43.05K
Nov 12, 2015	LAMBERT PAUL T	PURCHASE	11.77	1.3K	15.3K	41.35K
Aug 25, 2015	DEE JOHN J	PURCHASE	10.84	1K	10.84K	116.47K
Aug 07, 2015	MASTANDREA CHRISTINE J	PURCHASE	12.91	1K	12.91K	458.73K
Aug 07, 2015	MASTANDREA JAMES C	PURCHASE	12.91	1K	12.91K	458.73K
May 28, 2015	LAMBERT PAUL T	PURCHASE	14.08	2.2K	30.98K	40.05K
May 12, 2015	MASTANDREA JAMES C	PURCHASE	14.20	1K	14.2K	370.37K
May 12, 2015	HOLEMAN DAVID K	PURCHASE	14.30	160	2.29K	142.49K
May 12, 2015	MASTANDREA CHRISTINE J	PURCHASE	14.20	1K	14.2K	370.37K
May 07, 2015	LAMBERT PAUL T	PURCHASE	14.03	2K	28.06K	37.85K
Dec 09, 2014	HOLEMAN DAVID K	PURCHASE	14.68	655	9.62K	68.15K
Nov 13, 2014	MASTANDREA JAMES C	PURCHASE	15.09	1K	15.09K	214.6K
Nov 13, 2014	MASTANDREA CHRISTINE J	PURCHASE	15.09	1K	15.09K	214.6K
Dec 09, 2013	MASTANDREA JAMES C	PURCHASE	13.32	2.8K	37.3K	114.82K
Nov 08, 2013	MASTANDREA JAMES C	PURCHASE	13.44	1K	13.44K	112.02K
Oct 08, 2013	DEE JOHN J	PURCHASE	13.54	500	6.77K	54.45K
Aug 21, 2013	HOLEMAN DAVID K	PURCHASE	14.97	923	13.82K	33.92K
Aug 16, 2013	MASTANDREA JAMES C	PURCHASE	14.98	1K	14.98K	111.02K
May 08, 2013	MASTANDREA JAMES C	PURCHASE	16.49	6.25K	103.06K	110.02K
Nov 09, 2012	ROLLNICK RICHARD D.	PURCHASE	12.71	2K	25.42K	4.35K
Aug 28, 2012	MASTANDREA JAMES C	PURCHASE	12.80	1K	12.8K	103.77K
Aug 28, 2012	KEATING DONALD F	PURCHASE	12.80	1K	12.8K	27.36K
Aug 28, 2012	DEE JOHN J	PURCHASE	12.80	300	3.84K	53.95K
Jun 12, 2012	DEVOS DANIEL G	SALE	0.00	618	-	0
Jun 12, 2012	MAHAFFEY JACK L	SALE	0.00	699	-	22.83K
Jun 12, 2012	NIXON DANIEL E JR	SALE	0.00	626	-	15.44K
Jun 12, 2012	KEATING DONALD F	SALE	0.00	2.71K	-	1.91K
Jun 12, 2012	DEE JOHN J	SALE	0.00	2.05K	-	38.86K
Jan 18, 2012	DEE JOHN J	SALE	0.00	4.92K	-	40.9K
Jan 18, 2012	NIXON DANIEL E JR	SALE	0.00	1.35K	-	16.07K
Jan 18, 2012	KEATING DONALD F	SALE	0.00	454	-	13.76K
Jan 18, 2012	MASTANDREA JAMES C	SALE	0.00	3.02K	-	72.31K
Jan 18, 2012	HOLEMAN DAVID K	SALE	0.00	3.12K	-	23.88K
Jan 18, 2012	DEVOS DANIEL G	SALE	0.00	454	-	619
Jan 18, 2012	MAHAFFEY JACK L	SALE	0.00	1.03K	-	23.53K
Nov 16, 2011	MASTANDREA JAMES C	PURCHASE	11.86	1.5K	17.79K	27.45K
Nov 16, 2011	NIXON DANIEL E JR	PURCHASE	11.91	1K	11.91K	4.26K
Nov 16, 2011	HOLEMAN DAVID K	PURCHASE	11.94	1K	11.94K	6K
Oct 06, 2011	DEE JOHN J	SALE	0.00	6.42K	-	45.83K
Oct 06, 2011	MAHAFFEY JACK L	SALE	0.00	1.35K	-	24.56K
Oct 06, 2011	DEVOS DANIEL G	SALE	0.00	594	-	1.07K
Oct 06, 2011	NIXON DANIEL E JR	SALE	0.00	1.76K	-	17.41K
Oct 06, 2011	MASTANDREA JAMES C	SALE	0.00	4.05K	-	75.32K
Oct 06, 2011	KEATING DONALD F	SALE	0.00	5.34K	-	4.62K
May 10, 2011	DEVOS DANIEL G	PURCHASE	12.00	16.6K	199.2K	33.2K
May 10, 2011	MASTANDREA JAMES C	PURCHASE	12.00	11.5K	138K	21.9K
Aug 31, 2010	HOLEMAN DAVID K	PURCHASE	12.00	5K	60K	5K
Aug 31, 2010	KEATING DONALD F	PURCHASE	12.00	2K	24K	2K
Aug 31, 2010	DEE JOHN J	PURCHASE	12.00	1K	12K	1K
Aug 31, 2010	DEVOS DANIEL G	PURCHASE	12.00	16.6K	199.2K	16.6K
Aug 31, 2010	MASTANDREA JAMES C	PURCHASE	12.00	10.4K	124.8K	10.4K
Aug 31, 2010	NIXON DANIEL E JR	PURCHASE	12.00	1.5K	18K	1.5K
Sep 02, 2006	HARTMAN ALLEN R	PURCHASE	4.84	30.99K	149.99K	301.99K
Aug 16, 2006	HARTMAN ALLEN R	PURCHASE	7.07	1K	7.07K	271K
May 03, 2005	MINTON CHRIS A	PURCHASE	9.05	3.32K	30K	44.68K
May 03, 2005	MAHAFFEY JACK L	PURCHASE	9.05	4.23K	38.29K	72.73K
May 03, 2005	HATHORN SAMUEL C	PURCHASE	9.05	4.29K	38.86K	57.98K
Sep 30, 2004	HARTMAN ALLEN R	PURCHASE	0.00	3.99K	-	2.29M
Jun 17, 2004	HARTMAN ALLEN R	PURCHASE	6.99	2.13K	14.88K	189K
Apr 13, 2004	HARTMAN ALLEN R	PURCHASE	10.00	1.25K	12.5K	186.87K
Jan 30, 2004	HARTMAN ALLEN R	PURCHASE	10.05	20.4K	205.02K	185.62K

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.03

Short Percent Of Float1.45

Shares Outstanding51.02M

Shares Float44.96M

Shares Short526.64K

Short Ratio2.59

1.45%

Short % of Float

1.03%

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

12.59% Percentage of Shares held by All Insiders

65.09% Percentage of Shares held by All Institutions

74.47% Percentage of Float held by Institutions

281

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	PRELUDE CAPITAL MANAGEMENT, LLC	0.16%	79.55K	976.86K	20.4K	+34.49%
Sep 30, 2025	VANGUARD GROUP INC	10.37%	5.25M	64.47M	32.37K	+0.62%
Sep 30, 2025	BLACKROCK, INC.	15.47%	7.84M	96.23M	67.8K	+0.87%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.06%	32.39K	396K	-545	-1.65%
Sep 30, 2025	DENALI ADVISORS LLC	0.06%	32.8K	402.78K	32.8K	+100.00%
Sep 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.07%	33.07K	406.06K	400	+1.22%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.07%	33.84K	415.53K	14.8K	+77.72%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.07%	35.11K	431.1K	3.05K	+9.52%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.07%	35.33K	433.85K	6.6K	+22.97%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.07%	37.71K	463.08M	-4.27K	-10.17%
Sep 30, 2025	GARNER ASSET MANAGEMENT CORP	0.08%	38.51K	472.94K	-1.39K	-3.49%
Sep 30, 2025	STEPHENS INC /AR/	0.08%	39.36K	483.34K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.08%	39.43K	484.21K	5.27K	+15.42%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.09%	46.53K	571.44K	24.55K	+111.70%
Sep 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.09%	46.98K	575K	-1.46K	-3.02%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.11%	54.36K	667.54K	8.72K	+19.11%
Sep 30, 2025	HSBC HOLDINGS PLC	0.11%	57.54K	705.4K	4.44K	+8.36%
Sep 30, 2025	CITIGROUP INC	0.12%	60.67K	745.05K	8.39K	+16.05%
Sep 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.12%	61.19K	751.39K	0	0
Sep 30, 2025	ADVISORY RESEARCH INC	0.13%	63.5K	779.76K	2.31K	+3.77%
Sep 30, 2025	SWISS NATIONAL BANK	0.16%	82.9K	1.02M	0	0
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.17%	84.31K	1.04M	36.88K	+77.77%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.17%	85.57K	1.05M	-381.99K	-81.70%
Sep 30, 2025	ROYAL BANK OF CANADA	0.18%	90.83K	1.12M	5.45K	+6.38%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.23%	117.92K	1.45M	818	+0.70%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.24%	119.86K	1.47M	7.12K	+6.31%
Sep 30, 2025	JANE STREET GROUP, LLC	0.24%	123.92K	1.52M	43.83K	+54.72%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.25%	128.03K	1.57M	998	+0.79%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.3%	153.26K	1.88M	115.23K	+303.02%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.3%	153.51K	1.89M	94.72K	+161.10%
Sep 30, 2025	GREENLAND CAPITAL MANAGEMENT LP	0.38%	190.93K	2.37M	60K	+45.83%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.41%	207.43K	2.55M	-30.69K	-12.89%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.43%	216.8K	2.66M	-30.31K	-12.27%
Sep 30, 2025	INVESCO LTD.	0.61%	309.94K	3.81M	-30.37K	-8.93%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.26%	131.45K	1.61M	18.19K	+16.06%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.29%	146.6K	1.8M	146.6K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.62%	313.29K	3.85M	85.41K	+37.48%
Sep 30, 2025	NUVEEN, LLC	0.76%	382.4K	4.7M	91.37K	+31.40%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.76%	385.55K	4.73M	631	+0.16%
Sep 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.13%	65.2K	800.66K	0	0
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.14%	71.19K	874K	71.19K	+100.00%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.15%	74.12K	910.24K	26.86K	+56.83%
Sep 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.15%	75.03K	921.4K	15.57K	+26.19%
Sep 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.15%	77.16K	948K	-100	-0.13%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.35%	175.08K	2.15M	22.43K	+14.70%
Sep 30, 2025	BARCLAYS PLC	0.45%	227.24K	2.79M	30.16K	+15.30%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.52%	263.49K	3.24M	13.58K	+5.44%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.16%	79.88K	980.95K	-10.03K	-11.15%
Sep 30, 2025	UBS GROUP AG	0.17%	84.41K	1.04M	1.09K	+1.31%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.19%	94.21K	1.16M	-41.68K	-30.67%
Sep 30, 2025	MAN GROUP PLC	0.24%	123.78K	1.52M	39.32K	+46.55%
Sep 30, 2025	RHUMBLINE ADVISERS	0.27%	136.8K	1.68M	-5.15K	-3.62%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.31%	155.3K	1.91M	98.98K	+175.73%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.36%	180.65K	2.22M	5.46K	+3.12%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.44%	222.98K	2.74M	-784	-0.35%
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.52%	261.23K	3.21M	-15.71K	-5.67%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.83%	422.19K	5.18M	-27.13K	-6.04%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.84%	427.19K	5.25M	5.07K	+1.20%
Sep 30, 2025	FMR LLC	0.36%	184.43K	2.26M	17.68K	+10.60%
Sep 30, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.84%	427.96K	5.26M	133.92K	+45.54%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.89%	451.98K	5.55M	123.19K	+37.47%
Sep 30, 2025	DIGITALBRIDGE GROUP, INC.	0.9%	454.77K	5.58M	121.4K	+36.42%
Sep 30, 2025	NORTHERN TRUST CORP	1.09%	553.43K	6.8M	12.24K	+2.26%
Sep 30, 2025	CSM ADVISORS, LLC	1.11%	564.09K	6.93M	-17.07K	-2.94%
Sep 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	1.19%	600.25K	7.37M	-14.84K	-2.41%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.21%	613.37K	7.53M	21.22K	+3.58%
Sep 30, 2025	MORGAN STANLEY	1.38%	700.7K	8.6M	-102.05K	-12.71%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.41%	713.75K	8.76M	-97.29K	-12.00%
Sep 30, 2025	NEXPOINT ASSET MANAGEMENT, L.P.	1.73%	875.26K	10.75M	0	0
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.34%	1.18M	14.55M	5.13K	+0.43%
Sep 30, 2025	EMMETT INVESTMENT MANAGEMENT, LP	2.49%	1.26M	15.39M	117.44K	+10.25%
Sep 30, 2025	STATE STREET CORP	3.61%	1.83M	22.43M	-40.72K	-2.18%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.15%	77.8K	955.38K	-134.38K	-63.33%
Jun 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.13%	65.2K	813.7K	6.5K	+11.07%
Jun 30, 2025	NEXPOINT ASSET MANAGEMENT, L.P.	1.73%	875.26K	10.92M	0	0
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.1%	49.18K	613.74M	63	+0.13%
Jun 30, 2025	PRELUDE CAPITAL MANAGEMENT, LLC	0.12%	59.15K	738.18K	6.72K	+12.82%
Jun 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.15%	77.26K	964K	6.81K	+9.67%
Jun 30, 2025	MAN GROUP PLC	0.17%	84.47K	1.05M	1.77K	+2.14%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.18%	92.91K	1.16M	2K	+2.20%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.19%	94.53K	1.18M	84.71K	+862.74%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.22%	112.75K	1.41M	1.22K	+1.09%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.22%	113.26K	1.41M	-51.43K	-31.23%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.09%	47.42K	591.84M	37.09K	+358.99%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.09%	45.64K	569.58K	-1.6K	-3.39%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.08%	41.98K	523.91K	4.2K	+11.12%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.21%	107.76K	1.34B	43.83K	+68.55%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.08%	39.47K	492.55M	-829	-2.06%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.23%	117.11K	1.46M	-810	-0.69%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.25%	127.03K	1.59M	15.37K	+13.76%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.47%	238.12K	2.97M	-47.03K	-16.49%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.49%	247.1K	3.08M	-9.38K	-3.66%
Jun 30, 2025	NUVEEN, LLC	0.57%	291.03K	3.63M	153.8K	+112.07%
Jun 30, 2025	EMMETT INVESTMENT MANAGEMENT, LP	2.26%	1.15M	14.35M	343.69K	+42.88%
Jun 30, 2025	GREENLAND CAPITAL MANAGEMENT LP	0.26%	130.93K	1.63M	11.93K	+10.03%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.27%	135.89K	1.7M	-76.35K	-35.97%
Jun 30, 2025	RHUMBLINE ADVISERS	0.28%	141.95K	1.77M	960	+0.68%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.3%	152.64K	1.9M	11.33K	+8.02%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.32%	160.85K	2.01M	106.47K	+195.77%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.55%	276.94K	3.46M	193.38K	+231.44%
Jun 30, 2025		0.57%	291.03K	3.63M	153.8K	+112.07%
Jun 30, 2025	GARNER ASSET MANAGEMENT CORP	0.08%	39.9K	498.01K	-2.59K	-6.10%
Jun 30, 2025	STEPHENS INC /AR/	0.08%	39.36K	491.21K	0	0
Jun 30, 2025	HORIZON INVESTMENTS, LLC	0.07%	36.4K	451.05K	36.4K	+100.00%
Jun 30, 2025	QUEST PARTNERS LLC	0.07%	34.76K	433.81K	8.65K	+33.13%
Jun 30, 2025	HANCOCK WHITNEY CORP	0.07%	34.7K	433.03K	17.85K	+106.00%
Jun 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.06%	32.67K	407.68K	0	0
Jun 30, 2025	CROSSINGBRIDGE ADVISORS, LLC	0.06%	30K	184.35K	15K	+100.00%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.06%	29.83K	372.25K	29.83K	+100.00%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.06%	28.73K	358.55K	0	0
Jun 30, 2025	MARSHALL WACE, LLP	0.06%	28.1K	350.65K	-82.04K	-74.49%
Jun 30, 2025	HRT FINANCIAL LP	0.05%	27.75K	346K	4.73K	+20.54%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.05%	27.31K	340.8K	-1.74K	-5.99%
Jun 30, 2025	VESTCOR INC	0.05%	26.95K	336K	26.95K	+100.00%
Jun 30, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.58%	294.04K	3.67M	282.96K	+2,553.82%
Jun 30, 2025	INVESCO LTD.	0.67%	340.31K	4.25M	-12.6K	-3.57%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.83%	422.12K	5.27M	-7.54K	-1.75%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.89%	449.31K	5.61M	-9.66K	-2.10%
Jun 30, 2025	NORTHERN TRUST CORP	1.07%	541.2K	6.75M	-53.66K	-9.02%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.17%	592.15K	7.39M	-40.56K	-6.41%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.6%	811.04K	10.12M	-287.5K	-26.17%
Jun 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	1.21%	615.08K	7.68M	-3.85K	-0.62%
Jun 30, 2025	CSM ADVISORS, LLC	1.15%	581.17K	7.26M	581.17K	+100.00%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.92%	467.55K	5.84M	417.51K	+834.28%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.76%	384.92K	4.8M	119.37K	+44.95%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.49%	249.91K	3.12M	31.71K	+14.53%
Jun 30, 2025	FMR LLC	0.33%	166.74K	2.08M	8.62K	+5.45%
Jun 30, 2025	SWISS NATIONAL BANK	0.16%	82.9K	1.03M	0	0
Jun 30, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.16%	80.35K	1M	-32.01K	-28.49%
Jun 30, 2025	DIGITALBRIDGE GROUP, INC.	0.66%	333.37K	4.16M	-45.72K	-12.06%
Jun 30, 2025	MORGAN STANLEY	1.58%	802.75K	10.02B	-21.01K	-2.55%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.65%	328.79K	4.1B	-97.85K	-22.93%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.33%	1.18M	14.72M	-40.82K	-3.35%
Jun 30, 2025	STATE STREET CORP	3.69%	1.87M	23.31M	-27.86K	-1.47%
Jun 30, 2025	VANGUARD GROUP INC	10.3%	5.22M	65.12M	-47.84K	-0.91%
Jun 30, 2025	UBS GROUP AG	0.16%	83.32K	1.04M	9.44K	+12.77%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.17%	84.95K	1.06M	84.95K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.17%	85.39K	1.07M	14.35K	+20.20%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.18%	89.91K	1.12M	25.47K	+39.52%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.35%	175.19K	2.19M	10	+0.01%
Jun 30, 2025	BARCLAYS PLC	0.39%	197.08K	2.46M	14.83K	+8.13%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.42%	212.18K	2.65M	138.2K	+186.80%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.44%	223.76K	2.79M	-35.53K	-13.70%
Jun 30, 2025	JPMORGAN CHASE & CO	0.45%	227.88K	2.84M	-21.59K	-8.65%
Jun 30, 2025	BLACKROCK, INC.	15.34%	7.77M	96.95M	-518.63K	-6.26%
Jun 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.1%	48.44K	602K	23	+0.05%
Jun 30, 2025	JANE STREET GROUP, LLC	0.16%	80.1K	999.6K	16.49K	+25.93%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.12%	58.79K	733.74K	1.13K	+1.96%
Jun 30, 2025	MAGNETAR FINANCIAL LLC	0.11%	57.3K	715.13K	57.3K	+100.00%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.11%	56.66K	707.08K	56.66K	+100.00%
Jun 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.11%	55.64K	694.33K	55.64K	+100.00%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.12%	61.41K	766K	7.53K	+13.97%
Jun 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.12%	61.37K	766K	-9.92K	-13.91%
Jun 30, 2025	ADVISORY RESEARCH INC	0.12%	61.19K	763.64K	4.14K	+7.25%
Jun 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.12%	61.19K	763.63K	-3.09K	-4.80%
Mar 31, 2025	UBS GROUP AG	0.15%	73.88K	1.08M	21.34K	+40.63%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.25%	632.71K	9.22M	-21.99K	-3.36%
Mar 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	1.22%	618.93K	9.02M	15.22K	+2.52%
Mar 31, 2025	NORTHERN TRUST CORP	1.17%	594.85K	8.67M	-28.1K	-4.51%
Mar 31, 2025	JPMORGAN CHASE & CO	0.49%	249.47K	3.63M	-78.84K	-24.01%
Mar 31, 2025	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.22%	112.36K	1.64M	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	111.66K	1.63M	-1.22K	-1.08%
Mar 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.22%	111.53K	1.62M	4.74K	+4.44%
Mar 31, 2025	BLACKROCK, INC.	16.36%	8.29M	120.74M	389.25K	+4.93%
Mar 31, 2025	VANGUARD GROUP INC	10.4%	5.27M	76.72M	71.11K	+1.37%
Mar 31, 2025	STATE STREET CORP	3.74%	1.9M	27.62M	-46.12K	-2.38%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.41%	1.22M	17.78M	-27.2K	-2.18%
Mar 31, 2025	FOUNDRY PARTNERS, LLC	1.1%	557.31K	8.12M	-961	-0.17%
Mar 31, 2025	HGI CAPITAL MANAGEMENT, LLC	0.52%	264.33K	3.85M	-159.41K	-37.62%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.51%	259.3K	3.78M	-264.49K	-50.50%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.51%	256.48K	3.74M	6.5K	+2.60%
Mar 31, 2025	BARCLAYS PLC	0.36%	182.26K	2.66M	16.43K	+9.91%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.35%	175.18K	2.55M	-5.66K	-3.13%
Mar 31, 2025	CITIGROUP INC	0.16%	81.7K	1.19M	-1.87K	-2.23%
Mar 31, 2025	NEXPOINT ASSET MANAGEMENT, L.P.	1.73%	875.26K	12.75M	0	0
Mar 31, 2025	MORGAN STANLEY	1.63%	823.76K	12M	-109.84K	-11.76%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.43%	218.2K	3.18M	16.52K	+8.19%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.42%	212.24K	3.09M	118.79K	+127.13%
Mar 31, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.14%	71.29K	1.04M	71.29K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.14%	71.04K	1.04M	1.67K	+2.40%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.52%	265.55K	3.87M	63.67K	+31.54%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.17%	83.56K	1.22M	13.34K	+19.01%
Mar 31, 2025	SWISS NATIONAL BANK	0.16%	82.9K	1.21M	0	0
Mar 31, 2025	MAN GROUP PLC	0.16%	82.7K	1.2M	32.05K	+63.29%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.85%	429.66K	6.26M	-11.14K	-2.53%
Mar 31, 2025	THIRD AVENUE MANAGEMENT LLC	0.16%	80K	1.17M	0	0
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.15%	73.98K	1.08M	-54.5K	-42.42%
Mar 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	2.17%	1.1M	16.01M	-94.3K	-7.91%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.91%	458.97K	6.69M	-18.71K	-3.92%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.84%	426.64K	6.22M	141.18K	+49.46%
Mar 31, 2025	DIGITALBRIDGE GROUP, INC.	0.75%	379.09K	4.46M	88.6K	+30.50%
Mar 31, 2025	MARSHALL WACE, LLP	0.22%	110.14K	1.6M	110.14K	+100.00%
Mar 31, 2025	GSA CAPITAL PARTNERS LLP	0.2%	100.4K	1.46M	100.4K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.18%	90.91K	1.32M	0	0
Mar 31, 2025	INVESCO LTD.	0.7%	352.91K	5.14M	-153.69K	-30.34%
Mar 31, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.6%	303.1K	4.42M	9.9K	+3.38%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.56%	285.16K	4.15M	-8.77K	-2.98%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.33%	164.69K	2.4M	36.32K	+28.30%
Mar 31, 2025	FMR LLC	0.31%	158.12K	2.3M	861	+0.55%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.28%	141.31K	2.06M	30.93K	+28.02%
Mar 31, 2025	RHUMBLINE ADVISERS	0.28%	140.99K	2.05M	-5.59K	-3.81%
Mar 31, 2025		0.27%	137.23K	2M	137.23K	+100.00%
Mar 31, 2025	GREENLAND CAPITAL MANAGEMENT LP	0.23%	119K	1.73M	39K	+48.75%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.23%	117.92K	1.72M	3.09K	+2.69%
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0.18%	91.29K	1.15M	-5.09K	-5.28%
Mar 31, 2024	SWISS NATIONAL BANK	0.19%	92.7K	1.16M	0	0
Mar 31, 2024	ROUMELL ASSET MANAGEMENT, LLC	0.19%	93.72K	1.18M	93.72K	+100.00%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.2%	97.75K	1.23M	0	0
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.21%	104.51K	1.31M	74.69K	+250.52%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.24%	121.28K	1.52M	-4.25K	-3.38%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.25%	122.15K	1.53M	0	0
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.28%	138.86K	1.74M	4.02K	+2.98%
Mar 31, 2024	RHUMBLINE ADVISERS	0.31%	151.78K	1.9M	-3.2K	-2.06%
Mar 31, 2024	BARCLAYS PLC	0.33%	161.47K	2.03M	-63.32K	-28.17%
Mar 31, 2024	HGI CAPITAL MANAGEMENT, LLC	0.33%	163.08K	2.05M	122.01K	+297.04%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0.33%	163.66K	2.05M	10.64K	+6.96%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.34%	168.18K	2.11M	-6.8K	-3.89%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.34%	168.79K	2.12M	2.34K	+1.40%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.35%	174.3K	2.19M	3.03K	+1.77%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.36%	180.08K	2.26M	-72.29K	-28.65%
Mar 31, 2024	INVESCO LTD.	0.9%	445.8K	5.59M	-42.44K	-8.69%
Mar 31, 2024	EXODUSPOINT CAPITAL MANAGEMENT, LP	1.14%	566.23K	7.11M	-265.54K	-31.92%
Mar 31, 2024	NORTHERN TRUST CORP	1.15%	567.98K	7.13M	-24.27K	-4.10%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.16%	573.68K	7.2M	-10.47K	-1.79%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	1.31%	648.86K	8.14M	-12.71K	-1.92%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.33%	658.26K	8.26M	15.17K	+2.36%
Mar 31, 2024	MORGAN STANLEY	1.75%	869.43K	10.91M	47.54K	+5.78%
Mar 31, 2024	FOUNDRY PARTNERS, LLC	1.91%	949.11K	11.91M	142.34K	+17.64%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.43%	211.34K	2.65M	-21.16K	-9.10%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.53%	262.87K	3.3M	17.09K	+6.96%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.61%	304.27K	3.82M	-3.32K	-1.08%
Mar 31, 2024	JPMORGAN CHASE & CO	0.65%	323.19K	4.06M	-14.71K	-4.35%
Mar 31, 2024	DIGITALBRIDGE GROUP, INC.	0.68%	336.83K	4.23M	-91.74K	-21.41%
Mar 31, 2024	BOOTHBAY FUND MANAGEMENT, LLC	1.33%	659.86K	8.28M	-63.98K	-8.84%
Mar 31, 2024	NEXPOINT ASSET MANAGEMENT, L.P.	1.77%	875.26K	10.98M	0	0
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	2.15%	1.07M	13.41M	97.7K	+10.06%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.38%	1.18M	14.84M	38.9K	+3.40%
Mar 31, 2024	STATE STREET CORP	3.87%	1.92M	24.06M	32.42K	+1.72%
Mar 31, 2024	VANGUARD GROUP INC	11%	5.45M	68.46M	-72.16K	-1.31%
Mar 31, 2024	NOMURA ASSET MANAGEMENT CO LTD	0.11%	54.4K	682.72K	-300	-0.55%
Mar 31, 2024	CITIGROUP INC	0.07%	33.5K	420.46K	3.44K	+11.44%
Mar 31, 2024	LPL FINANCIAL LLC	0.07%	36.34K	456.06K	-4.73K	-11.51%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.08%	38.05K	477.48K	248	+0.66%
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0.08%	39.98K	501.71K	81	+0.20%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.08%	40.87K	513K	-1.11K	-2.64%
Mar 31, 2024	TEXAS PERMANENT SCHOOL FUND CORP	0.08%	41.23K	517.4K	552	+1.36%
Mar 31, 2024	BAILARD, INC.	0.09%	45.3K	568.52M	45.3K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.1%	47.63K	597.69K	-7.89K	-14.21%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.1%	48.96K	614.5K	13.34K	+37.45%
Mar 31, 2024	ADVISORY RESEARCH INC	0.1%	51.39K	644.91K	-2.53K	-4.69%
Mar 31, 2024	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.1%	51.68K	648K	-164	-0.32%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.11%	52.43K	658.02K	0	0
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.11%	53.47K	671.02K	-1.42K	-2.59%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.11%	53.6K	670K	1.61K	+3.09%
Mar 31, 2024	BLACKROCK INC.	15.61%	7.74M	97.12M	-53.23K	-0.68%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.11%	55.75K	699.61K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	58.4K	732.92K	-17.9K	-23.46%
Mar 31, 2024	GREENLAND CAPITAL MANAGEMENT LP	0.13%	65K	815.75K	15K	+30.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.13%	66.22K	832K	-15.7K	-19.16%
Mar 31, 2024	CREDIT SUISSE AG/	0.14%	66.93K	839.92K	0	0
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	0.14%	67.44K	846.4K	-7.82K	-10.40%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.14%	68.02K	853.64K	-220	-0.32%
Mar 31, 2024	GARNER ASSET MANAGEMENT CORP	0.14%	68.61K	861K	1.61K	+2.40%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.15%	74.42K	934K	-46.45K	-38.43%
Mar 31, 2024	THIRD AVENUE MANAGEMENT LLC	0.16%	80K	1M	0	0
Mar 31, 2024	CAMPBELL & CO INVESTMENT ADVISER LLC	0.17%	84.47K	1.06M	84.47K	+100.00%
Mar 31, 2024	CLARIVEST ASSET MANAGEMENT LLC	0.17%	84.71K	1.06M	84.71K	+100.00%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.17%	85.25K	784.25K	-3.39K	-3.82%
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.18%	88.35K	1.11M	-2.2K	-2.43%
Dec 31, 2023	BLACKROCK INC.	15.73%	7.79M	95.76M	80.52K	+1.04%
Dec 31, 2023	UBS GROUP AG	0.11%	55.52K	682.29K	35.6K	+178.78%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.11%	55.75K	685.12K	-1.05K	-1.84%
Dec 31, 2023	PRELUDE CAPITAL MANAGEMENT, LLC	0.13%	65.17K	800.93K	1.72K	+2.71%
Dec 31, 2023	EAM INVESTORS, LLC	0.13%	66.07K	812.04K	66.07K	+100.00%
Dec 31, 2023	CREDIT SUISSE AG/	0.14%	66.93K	822.52K	10.74K	+19.11%
Dec 31, 2023	GARNER ASSET MANAGEMENT CORP	0.14%	67K	842.23K	-6.6K	-8.97%
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0.14%	68.24K	838.66K	0	0
Dec 31, 2023	CORNERCAP INVESTMENT COUNSEL INC	0.14%	70.54K	866.92K	-28.32K	-28.64%
Dec 31, 2023	ASSET MANAGEMENT ONE CO., LTD.	0.15%	75.27K	938.57K	107	+0.14%
Dec 31, 2023	THIRD AVENUE MANAGEMENT LLC	0.16%	80K	983.2K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.17%	81.91K	1.01M	8.77K	+11.99%
Dec 31, 2023	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.18%	88.63K	1.09M	0	0
Dec 31, 2023	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.18%	90.55K	1.11M	-3.02K	-3.22%
Dec 31, 2023	SWISS NATIONAL BANK	0.19%	92.7K	1.14M	-10.5K	-10.17%
Dec 31, 2023	GLOBEFLEX CAPITAL L P	0.19%	96.23K	1.18M	0	0
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.19%	96.38K	1.18M	-519	-0.54%
Dec 31, 2023	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.2%	97.75K	1.2M	39.61K	+68.12%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.24%	120.87K	1.49M	19.19K	+18.87%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.25%	122.15K	1.5M	1.06K	+0.88%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.25%	125.52K	1.54M	495	+0.40%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.27%	134.85K	1.66M	2.87K	+2.18%
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	0.31%	153.02K	1.88M	11.54K	+8.15%
Dec 31, 2023	RHUMBLINE ADVISERS	0.31%	154.98K	1.9M	-38.63K	-19.95%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.34%	166.45K	2.05M	1.05K	+0.64%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.35%	171.27K	2.1M	14.53K	+9.27%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.35%	174.97K	2.15M	-182.2K	-51.01%
Dec 31, 2023	NORDEA INVESTMENT MANAGEMENT AB	0.41%	201.88K	2.5M	-8.81K	-4.18%
Dec 31, 2023	BARCLAYS PLC	0.45%	224.8K	2.76M	4.24K	+1.92%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.47%	232.5K	2.86M	-69.29K	-22.96%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.5%	245.77K	3.02M	-8.48K	-3.33%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.51%	252.38K	3.1M	-95.81K	-27.52%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.62%	307.59K	3.78M	-36.85K	-10.70%
Dec 31, 2023	JPMORGAN CHASE & CO	0.68%	337.9K	4.15M	-40.43K	-10.69%
Dec 31, 2023	DIGITALBRIDGE GROUP, INC.	0.87%	428.57K	5.27M	-46.45K	-9.78%
Dec 31, 2023	INVESCO LTD.	0.99%	488.23K	6M	-2.18K	-0.44%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.18%	584.15K	7.18M	-10.88K	-1.83%
Dec 31, 2023	NORTHERN TRUST CORP	1.2%	592.25K	7.28M	-9.4K	-1.56%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.3%	643.09K	7.9M	-24.36K	-3.65%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	1.34%	661.57K	8.13M	57.65K	+9.55%
Dec 31, 2023	BOOTHBAY FUND MANAGEMENT, LLC	1.46%	723.84K	8.9M	290.8K	+67.15%
Dec 31, 2023	FORTRESS INVESTMENT GROUP LLC	1.49%	739.41K	9.09M	-688.32K	-48.21%
Dec 31, 2023	FOUNDRY PARTNERS, LLC	1.63%	806.77K	9.92M	356.95K	+79.35%
Dec 31, 2023	MORGAN STANLEY	1.66%	821.89K	10.1M	-46.86K	-5.39%
Dec 31, 2023	EXODUSPOINT CAPITAL MANAGEMENT, LP	1.68%	831.77K	10.22M	831.77K	+100.00%
Dec 31, 2023	NEXPOINT ASSET MANAGEMENT, L.P.	1.77%	875.26K	10.76M	0	0
Dec 31, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.96%	970.82K	11.93M	65.82K	+7.27%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.31%	1.14M	14.05M	137.8K	+13.71%
Dec 31, 2023	STATE STREET CORP	3.8%	1.88M	23.16M	-28.08K	-1.47%
Dec 31, 2023	VANGUARD GROUP INC	11.16%	5.53M	67.93M	2.26M	+69.07%

Insiders

Insiders	Designation	Shares Held
MASTANDREA JAMES C	CHAIRMAN & CEO	1.37M
HOLEMAN DAVID K	CHIEF FINANCIAL OFFICER	316.73K
MASTANDREA CHRISTINE J	Chief Operating Officer	305.81K
HARTMAN ALLEN R	President -Secretary	301.99K
DEE JOHN J	COO & SECRETARY	116.47K
HATHORN SAMUEL C	director	57.98K
FENG AMY SHIH-HUA	director	54.03K
LAMBERT PAUL T	director	51.92K
MINTON CHRIS A	director	44.68K
KEATING DONALD F	director	27.36K
MAHAFFEY JACK L	director	22.83K
JONES JEFFREY ALAN	director	22.4K
MILLER DONALD A	director	21.71K
NIXON DANIEL E JR	SVP - REGIONAL DIRECTOR	15.44K
TAYLOR DAVID F.	director	10.38K
BUTHMAN JULIA BRUNS	director	8.09K
ROLLNICK RICHARD D.	SEE REMARKS	4.35K
GATHRIGHT KRISTIAN M	director	3.5K
DEVOS DANIEL G	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 28, 2025	MILLER DONALD A	PURCHASE	12.35	5K	61.75K	21.71K
May 02, 2025	MILLER DONALD A	PURCHASE	12.87	5K	64.35K	6.71K
Mar 21, 2025	GATHRIGHT KRISTIAN M	PURCHASE	14.36	1.75K	25.13K	3.5K
Mar 19, 2025	FENG AMY SHIH-HUA	PURCHASE	14.32	675	9.67K	54.03K
Sep 04, 2024	BUTHMAN JULIA BRUNS	PURCHASE	12.99	5K	64.95K	8.09K
Jun 11, 2024	FENG AMY SHIH-HUA	PURCHASE	13.09	17K	222.53K	40.57K
Jun 03, 2024	FENG AMY SHIH-HUA	PURCHASE	13.07	6.1K	79.73K	23.57K
May 05, 2023	FENG AMY SHIH-HUA	PURCHASE	8.47	3.9K	33.03K	12.64K
Mar 03, 2023	FENG AMY SHIH-HUA	PURCHASE	9.67	3.65K	35.3K	8.74K
Sep 30, 2022	MASTANDREA CHRISTINE J	PURCHASE	8.56	500	4.28K	305.81K
Mar 22, 2021	JONES JEFFREY ALAN	PURCHASE	9.55	6.25K	59.69K	22.4K
Dec 04, 2020	MASTANDREA JAMES C	PURCHASE	8.42	1K	8.42K	1.37M
Jun 30, 2020	MASTANDREA CHRISTINE J	PURCHASE	0.00	0	-	1.22M
Jun 30, 2020	MASTANDREA JAMES C	PURCHASE	0.00	0	-	1.22M
Jun 24, 2020	TAYLOR DAVID F.	PURCHASE	6.49	2K	12.98K	10.38K
May 18, 2020	MASTANDREA JAMES C	PURCHASE	5.75	18K	103.5K	1.22M
Mar 11, 2020	MASTANDREA JAMES C	PURCHASE	0.00	0	-	230.39K
Feb 28, 2020	MASTANDREA JAMES C	PURCHASE	0.00	0	-	230.39K
Feb 28, 2020	JONES JEFFREY ALAN	PURCHASE	12.00	6.25K	75K	6.25K
Sep 06, 2019	MASTANDREA JAMES C	PURCHASE	12.64	10K	126.4K	1.03M
Mar 05, 2018	MASTANDREA CHRISTINE J	PURCHASE	10.65	2.5K	26.63K	695.87K
Mar 05, 2018	MASTANDREA JAMES C	PURCHASE	10.65	2.5K	26.63K	695.87K
Aug 29, 2017	LAMBERT PAUL T	PURCHASE	12.31	1.8K	22.16K	51.92K
Mar 07, 2017	LAMBERT PAUL T	PURCHASE	13.94	117	1.63K	47.74K
Aug 19, 2016	MASTANDREA CHRISTINE J	PURCHASE	14.56	2K	29.12K	756.53K
Aug 19, 2016	HOLEMAN DAVID K	PURCHASE	14.56	360	5.24K	316.73K
Aug 19, 2016	MASTANDREA JAMES C	PURCHASE	14.56	2K	29.12K	756.53K
Nov 13, 2015	LAMBERT PAUL T	PURCHASE	11.67	700	8.17K	43.05K
Nov 12, 2015	LAMBERT PAUL T	PURCHASE	11.77	1.3K	15.3K	41.35K
Aug 25, 2015	DEE JOHN J	PURCHASE	10.84	1K	10.84K	116.47K
Aug 07, 2015	MASTANDREA CHRISTINE J	PURCHASE	12.91	1K	12.91K	458.73K
Aug 07, 2015	MASTANDREA JAMES C	PURCHASE	12.91	1K	12.91K	458.73K
May 28, 2015	LAMBERT PAUL T	PURCHASE	14.08	2.2K	30.98K	40.05K
May 12, 2015	MASTANDREA JAMES C	PURCHASE	14.20	1K	14.2K	370.37K
May 12, 2015	HOLEMAN DAVID K	PURCHASE	14.30	160	2.29K	142.49K
May 12, 2015	MASTANDREA CHRISTINE J	PURCHASE	14.20	1K	14.2K	370.37K
May 07, 2015	LAMBERT PAUL T	PURCHASE	14.03	2K	28.06K	37.85K
Dec 09, 2014	HOLEMAN DAVID K	PURCHASE	14.68	655	9.62K	68.15K
Nov 13, 2014	MASTANDREA JAMES C	PURCHASE	15.09	1K	15.09K	214.6K
Nov 13, 2014	MASTANDREA CHRISTINE J	PURCHASE	15.09	1K	15.09K	214.6K
Dec 09, 2013	MASTANDREA JAMES C	PURCHASE	13.32	2.8K	37.3K	114.82K
Nov 08, 2013	MASTANDREA JAMES C	PURCHASE	13.44	1K	13.44K	112.02K
Oct 08, 2013	DEE JOHN J	PURCHASE	13.54	500	6.77K	54.45K
Aug 21, 2013	HOLEMAN DAVID K	PURCHASE	14.97	923	13.82K	33.92K
Aug 16, 2013	MASTANDREA JAMES C	PURCHASE	14.98	1K	14.98K	111.02K
May 08, 2013	MASTANDREA JAMES C	PURCHASE	16.49	6.25K	103.06K	110.02K
Nov 09, 2012	ROLLNICK RICHARD D.	PURCHASE	12.71	2K	25.42K	4.35K
Aug 28, 2012	MASTANDREA JAMES C	PURCHASE	12.80	1K	12.8K	103.77K
Aug 28, 2012	KEATING DONALD F	PURCHASE	12.80	1K	12.8K	27.36K
Aug 28, 2012	DEE JOHN J	PURCHASE	12.80	300	3.84K	53.95K
Jun 12, 2012	DEVOS DANIEL G	SALE	0.00	618	-	0
Jun 12, 2012	MAHAFFEY JACK L	SALE	0.00	699	-	22.83K
Jun 12, 2012	NIXON DANIEL E JR	SALE	0.00	626	-	15.44K
Jun 12, 2012	KEATING DONALD F	SALE	0.00	2.71K	-	1.91K
Jun 12, 2012	DEE JOHN J	SALE	0.00	2.05K	-	38.86K
Jan 18, 2012	DEE JOHN J	SALE	0.00	4.92K	-	40.9K
Jan 18, 2012	NIXON DANIEL E JR	SALE	0.00	1.35K	-	16.07K
Jan 18, 2012	KEATING DONALD F	SALE	0.00	454	-	13.76K
Jan 18, 2012	MASTANDREA JAMES C	SALE	0.00	3.02K	-	72.31K
Jan 18, 2012	HOLEMAN DAVID K	SALE	0.00	3.12K	-	23.88K
Jan 18, 2012	DEVOS DANIEL G	SALE	0.00	454	-	619
Jan 18, 2012	MAHAFFEY JACK L	SALE	0.00	1.03K	-	23.53K
Nov 16, 2011	MASTANDREA JAMES C	PURCHASE	11.86	1.5K	17.79K	27.45K
Nov 16, 2011	NIXON DANIEL E JR	PURCHASE	11.91	1K	11.91K	4.26K
Nov 16, 2011	HOLEMAN DAVID K	PURCHASE	11.94	1K	11.94K	6K
Oct 06, 2011	DEE JOHN J	SALE	0.00	6.42K	-	45.83K
Oct 06, 2011	MAHAFFEY JACK L	SALE	0.00	1.35K	-	24.56K
Oct 06, 2011	DEVOS DANIEL G	SALE	0.00	594	-	1.07K
Oct 06, 2011	NIXON DANIEL E JR	SALE	0.00	1.76K	-	17.41K
Oct 06, 2011	MASTANDREA JAMES C	SALE	0.00	4.05K	-	75.32K
Oct 06, 2011	KEATING DONALD F	SALE	0.00	5.34K	-	4.62K
May 10, 2011	DEVOS DANIEL G	PURCHASE	12.00	16.6K	199.2K	33.2K
May 10, 2011	MASTANDREA JAMES C	PURCHASE	12.00	11.5K	138K	21.9K
Aug 31, 2010	HOLEMAN DAVID K	PURCHASE	12.00	5K	60K	5K
Aug 31, 2010	KEATING DONALD F	PURCHASE	12.00	2K	24K	2K
Aug 31, 2010	DEE JOHN J	PURCHASE	12.00	1K	12K	1K
Aug 31, 2010	DEVOS DANIEL G	PURCHASE	12.00	16.6K	199.2K	16.6K
Aug 31, 2010	MASTANDREA JAMES C	PURCHASE	12.00	10.4K	124.8K	10.4K
Aug 31, 2010	NIXON DANIEL E JR	PURCHASE	12.00	1.5K	18K	1.5K
Sep 02, 2006	HARTMAN ALLEN R	PURCHASE	4.84	30.99K	149.99K	301.99K
Aug 16, 2006	HARTMAN ALLEN R	PURCHASE	7.07	1K	7.07K	271K
May 03, 2005	MINTON CHRIS A	PURCHASE	9.05	3.32K	30K	44.68K
May 03, 2005	MAHAFFEY JACK L	PURCHASE	9.05	4.23K	38.29K	72.73K
May 03, 2005	HATHORN SAMUEL C	PURCHASE	9.05	4.29K	38.86K	57.98K
Sep 30, 2004	HARTMAN ALLEN R	PURCHASE	0.00	3.99K	-	2.29M
Jun 17, 2004	HARTMAN ALLEN R	PURCHASE	6.99	2.13K	14.88K	189K
Apr 13, 2004	HARTMAN ALLEN R	PURCHASE	10.00	1.25K	12.5K	186.87K
Jan 30, 2004	HARTMAN ALLEN R	PURCHASE	10.05	20.4K	205.02K	185.62K

WSR Stock Ownership Breakdown

Whitestone REIT

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions