How many institutions own HVT 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 HVT shares is 195, representing 82.73% of the company's common stock.

Who are the major shareholders selling Haverty Furniture Companies, Inc. stock?

DIMENSIONAL FUND ADVISORS LP, in the last quarter, reduced its stake in HVT by -0.53% restricting it's holding to 936.12 thousand shares of worth nearly $23.90M. RENAISSANCE TECHNOLOGIES LLC also lessened -5.57% of the HVT shares from its portfolio, reducing its holding to 679.71 thousand shares of worth $17.35M. HODGES CAPITAL MANAGEMENT INC. also shunned HVT shares holding by -12.77% last quarter which brought its holding to 183 thousand shares worth $4.67M.

Investors who are buying HVT stock?

As per its latest 13F filing, XTX TOPCO LTD increased its stake in HVT by 22.48% in the last quarter. The institutional holder raised its holding to 24.98 thousand shares having worth more than $637.66K. PZENA INVESTMENT MANAGEMENT LLC also added 7.07% more shares of HVT to its portfolio, raising its holding to 1.56 million shares of worth $39.91M. BLACKROCK, INC. also increased its HVT shares holding by 8.64% which brought its holding to 1.53 million shares worth $39.13M.

HVT's major insiders: who are they?

The insider with the most stakes in HVT is SMITH CLARENCE H , Executive Chairman at the company. Additionally, HVT stock is highly held by Vice President, Advertising an CURRAN THOMAS P and director MCGAUGHEY FRANK S III among others.

Did an insider recently sell HVT stock?

Company executives, directors, and other insiders own 14.6% percent of Haverty Furniture Companies, Inc.'s stock. Within the last six months, there have been 1 transaction(s) in which HVT insiders have sold stock, totaling 20.99K shares. Insiders that have sold shares include SMITH CLARENCE H, HAVERTY RAWSON JR, and BURDETTE STEVEN G.

Which insider recently purchased HVT stock?

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

How much of HVT does insiders own?

Around 71.71K Haverty Furniture Companies, Inc. shares are held by insiders, which represents about 14.6% of HVT stock.

Who is the insider with the largest stake?

HVT Executive Chairman, SMITH CLARENCE H holds the largest portfolio of the company's shares. HVT shares owned by SMITH total nearly 71.71 thousand.

Which institution holds the most shares in HVT?

XTX TOPCO LTD is the largest institutional owner in HVT which holds 24.98 thousand shares worth $637.66K or 0.16% of the total HVT shares outstanding followed by PZENA INVESTMENT MANAGEMENT LLC with ownership of 1.56 million shares representing 9.93% of the HVT ownership. BLACKROCK, INC. is the third largest stakeholder with 1.53 million shares or 9.74% of the ownership worth more than $39.13M.

Is Haverty Furniture Companies, 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 HVT is concerned, it is a stock which is optionable.

Is there a short position on HVT's shares?

Number of HVT shares short is 9.54K. 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 HVT shares are there?

As of today, 14.38M shares of HVT are outstanding.

Is there many float in HVT 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, HVT has 14.36M shares in float.

HVT 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 HVT is 0.11.

Haverty Furniture Companies (HVT) 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 Shares0.06

Short Percent Of Float0.07

Shares Outstanding14.38M

Shares Float14.36M

Shares Short9.54K

Short Ratio0.11

0.07%

Short % of Float

0.06%

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

14.6% Percentage of Shares held by All Insiders

82.73% Percentage of Shares held by All Institutions

96.87% Percentage of Float held by Institutions

195

Number of Institutions Holding Shares

Institutional Ownership

About 82.73% of HVT shares are held by financial institutions. XTX TOPCO LTD is the top corporate investor, holding 24.98K shares valued at $637.66K. A 0.16% stake in Haverty Furniture Companies, Inc. is owned by the company. PZENA INVESTMENT MANAGEMENT LLC owns 1.56M shares valued at $39.91M, which translates its holding of 9.93% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	XTX TOPCO LTD	0.16%	24.98K	637.66K	4.59K	+22.48%
Jun 30, 2026	PZENA INVESTMENT MANAGEMENT LLC	9.93%	1.56M	39.91M	103.3K	+7.07%
Jun 30, 2026	BLACKROCK, INC.	9.74%	1.53M	39.13M	121.95K	+8.64%
Jun 30, 2026	DIMENSIONAL FUND ADVISORS LP	5.95%	936.12K	23.9M	-4.95K	-0.53%
Jun 30, 2026	RENAISSANCE TECHNOLOGIES LLC	4.32%	679.71K	17.35M	-40.12K	-5.57%
Jun 30, 2026	RUSSELL INVESTMENTS GROUP, LTD.	1.24%	195.54K	4.99M	82.37K	+72.78%
Jun 30, 2026	HODGES CAPITAL MANAGEMENT INC.	1.16%	183K	4.67M	-26.8K	-12.77%
Jun 30, 2026	VANGUARD FIDUCIARY TRUST CO	0.57%	89.85K	2.29M	3.12K	+3.59%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.52%	81.68K	2.09M	81.68K	+100.00%
Jun 30, 2026	TECTONIC ADVISORS LLC	0.4%	62.74K	1.6M	-25.31K	-28.74%
Jun 30, 2026	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.38%	59.6K	1.52M	0	0
Jun 30, 2026	WATERS PARKERSON & CO., LLC	0.26%	41.6K	1.06M	1.75K	+4.39%
Jun 30, 2026	JPMORGAN CHASE & CO	0.24%	37.62K	958.63K	-634	-1.66%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.14%	22.33K	570.03K	22.33K	+100.00%
Jun 30, 2026	UBS GROUP AG	0.13%	19.7K	502.84K	-17.6K	-47.18%
Jun 30, 2026	RHUMBLINE ADVISERS	0.11%	17.3K	441.58K	10	+0.06%
Jun 30, 2026	FRANKLIN RESOURCES INC	0.1%	15.6K	398.29K	3.16K	+25.38%
Jun 30, 2026	MARTINGALE ASSET MANAGEMENT L P	0.1%	15.24K	389.1K	0	0
Jun 30, 2026	JAMES INVESTMENT RESEARCH INC	0.09%	13.98K	356.99K	0	0
Jun 30, 2026	DEUTSCHE BANK AG\	0.09%	13.51K	344.81K	11.11K	+463.69%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.08%	12.46K	318.08K	-1.13K	-8.33%
Jun 30, 2026	LPL FINANCIAL LLC	0.08%	12.03K	307.02K	1.7K	+16.46%
Jun 30, 2026	PRUDENTIAL FINANCIAL INC	0.07%	10.95K	279.55K	-13.4K	-55.03%
Jun 30, 2026	ICON ADVISERS INC/CO	0.07%	10.7K	273.17K	0	0
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.06%	10.03K	255.99K	10.03K	+100.00%
Jun 30, 2026	FMR LLC	0.06%	9.98K	254.89K	6.25K	+167.45%
Jun 30, 2026	GSA CAPITAL PARTNERS LLP	0.06%	9.21K	235K	9.21K	+100.00%
Jun 30, 2026	IEQ CAPITAL, LLC	0.05%	8.03K	205.06K	8.03K	+100.00%
Jun 30, 2026	CITIGROUP INC	0.05%	7.91K	201.84K	5.69K	+256.45%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.04%	6.65K	169.85K	6.65K	+100.00%
Jun 30, 2026	LSV ASSET MANAGEMENT	3.02%	475.37K	12.14M	0	0
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	1.03%	161.48K	4.12M	6.51K	+4.20%
Jun 30, 2026	NORTHERN TRUST CORP	0.89%	139.49K	3.56M	8.31K	+6.34%
Jun 30, 2026	PARALLEL ADVISORS, LLC	0.19%	29.27K	747.31K	589	+2.05%
Jun 30, 2026	CWA ASSET MANAGEMENT GROUP, LLC	0.91%	144K	3.68M	0	0
Jun 30, 2026	MORGAN STANLEY	0.72%	113.23K	2.89M	-986	-0.86%
Jun 30, 2026	CREATIVE PLANNING	0.37%	58.25K	1.49M	35.36K	+154.47%
Jun 30, 2026	SG CAPITAL MANAGEMENT LLC	0.35%	55.87K	1.43M	35.47K	+173.93%
Jun 30, 2026	ACADIAN ASSET MANAGEMENT LLC	0.23%	36.9K	939K	-10.53K	-22.20%
Jun 30, 2026	CAMBRIA INVESTMENT MANAGEMENT, L.P.	2.37%	373.8K	9.54M	-72.22K	-16.19%
Jun 30, 2026	GEODE CAPITAL MANAGEMENT, LLC	2.25%	353.79K	9.03M	24.19K	+7.34%
Jun 30, 2026	VANGUARD PORTFOLIO MANAGEMENT LLC	1.51%	237.28K	6.06M	19.28K	+8.85%
Jun 30, 2026	DEPRINCE RACE & ZOLLO INC	1.48%	232.56K	5.94M	75.85K	+48.40%
Jun 30, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	2.12%	334.36K	8.54M	0	0
Jun 30, 2026	STATE STREET CORP	2.05%	322.61K	8.24M	18.82K	+6.19%
Jun 30, 2026	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.02%	318.05K	8.12M	-34.47K	-9.78%
Jun 30, 2026	ENGINEERS GATE MANAGER LP	0.15%	22.86K	583.57K	12.52K	+121.06%
Jun 30, 2026	KANEN WEALTH MANAGEMENT LLC	1.85%	291.4K	7.41M	291.4K	+100.00%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.63%	255.91K	6.53M	-69.93K	-21.46%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	1.63%	255.91K	6.53M	255.91K	+100.00%
Jun 30, 2026		1.51%	237.28K	6.06M	19.28K	+8.85%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.3%	204.5K	5.22M	-34.25K	-14.34%
Jun 30, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.06%	166.33K	4.25M	-7.94K	-4.56%
Jun 30, 2026	JACOBS LEVY EQUITY MANAGEMENT, INC	1.03%	162.87K	4.16M	-11.97K	-6.85%
Jun 30, 2026	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.22%	35.2K	898.66K	0	0
Jun 30, 2026	WULFF, HANSEN & CO.	0.19%	30.52K	779.23K	0	0
Jun 30, 2026	VANGUARD CAPITAL MANAGEMENT LLC	3.77%	592.7K	15.13M	496	+0.08%
Jun 30, 2026	AMERICAN CENTURY COMPANIES INC	3.64%	572.73K	14.62M	32K	+5.92%
Jun 30, 2026	EMPOWERED FUNDS, LLC	0.76%	119.52K	3.05M	2.01K	+1.71%
Jun 30, 2026	NUVEEN, LLC	0.67%	105.07K	2.68M	69.83K	+198.17%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.6%	94.08K	2.4M	-10.43K	-9.98%
Jun 30, 2026	SEI INVESTMENTS CO	0.56%	87.58K	2.24M	-77.42K	-46.92%
Jun 30, 2026	LAZARD ASSET MANAGEMENT LLC	0.53%	84.19K	2.15M	2.65K	+3.25%
Jun 30, 2026	D. E. SHAW & CO., INC.	0.5%	79.14K	2.02M	5.85K	+7.98%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.36%	56.62K	1.45M	-10.53K	-15.68%
Jun 30, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.35%	55.12K	1.41M	-94.44K	-63.14%
Jun 30, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.31%	48.82K	1.25M	4.33K	+9.74%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.28%	43.46K	1.11M	14.89K	+52.11%
Jun 30, 2026	HSBC HOLDINGS PLC	0.26%	41.03K	1.04M	-5.91K	-12.58%
Jun 30, 2026	INVESCO LTD.	0.16%	25.67K	655.3K	-237	-0.91%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.18%	28.57K	605.18K	6.99K	+32.38%
Mar 31, 2026	UBS GROUP AG	0.24%	37.29K	789.85K	-14.08K	-27.40%
Mar 31, 2026	NUVEEN, LLC	0.22%	35.24K	746.32K	208	+0.59%
Mar 31, 2026	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.22%	35.2K	745.54K	0	0
Mar 31, 2026	WULFF, HANSEN & CO.	0.19%	30.52K	646.46K	0	0
Mar 31, 2026	CREATIVE PLANNING	0.15%	22.89K	484.8K	1.3K	+6.01%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	2.09%	329.6K	6.98M	7.76K	+2.41%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.07%	325.84K	6.9M	-46K	-12.37%
Mar 31, 2026	STATE STREET CORP	1.93%	303.8K	6.43M	-11K	-3.49%
Mar 31, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.11%	174.28K	3.69M	3.69K	+2.16%
Mar 31, 2026	DEPRINCE RACE & ZOLLO INC	1%	156.71K	3.32M	-52.4K	-25.06%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.98%	154.97K	3.28M	8.59K	+5.87%
Mar 31, 2026	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.2%	31.33K	663.59K	31.33K	+100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.18%	28.68K	607.51K	0	0
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.66%	104.5K	2.21M	-6.26K	-5.65%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.72%	113.18K	2.4M	-25.79K	-18.56%
Mar 31, 2026	STATE OF WYOMING	0.05%	8.37K	177.19K	-3.4K	-28.90%
Mar 31, 2026	LPL FINANCIAL LLC	0.07%	10.33K	218.7K	10.33K	+100.00%
Mar 31, 2026	ICON ADVISERS INC/CO	0.07%	10.7K	226.63K	10.7K	+100.00%
Mar 31, 2026	PANAGORA ASSET MANAGEMENT INC	0.07%	11.01K	233.13K	-11.82K	-51.78%
Mar 31, 2026	HRT FINANCIAL LP	0.07%	11.37K	240K	11.37K	+100.00%
Mar 31, 2026	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.08%	11.83K	250.6K	-3.65K	-23.55%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.08%	12.44K	263.54K	12.44K	+100.00%
Mar 31, 2026	ALGERT GLOBAL LLC	0.08%	13.07K	277K	4.24K	+48.05%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.09%	13.59K	287.86K	-871	-6.02%
Mar 31, 2026	LOS ANGELES CAPITAL MANAGEMENT LLC	0.09%	13.98K	296.1K	13.98K	+100.00%
Mar 31, 2026	JAMES INVESTMENT RESEARCH INC	0.09%	13.98K	296.16K	0	0
Mar 31, 2026	SKOPOS LABS, INC.	0.09%	14.07K	297.92K	14.07K	+100.00%
Mar 31, 2026	MARTINGALE ASSET MANAGEMENT L P	0.1%	15.24K	322.81K	520	+3.53%
Mar 31, 2026	MAGNETAR FINANCIAL LLC	0.1%	16K	338.97K	16K	+100.00%
Mar 31, 2026	RHUMBLINE ADVISERS	0.11%	17.29K	366.13K	-548	-3.07%
Mar 31, 2026	WATERSHED ASSET MANAGEMENT, L.L.C.	0.12%	19.19K	406.4K	19.19K	+100.00%
Mar 31, 2026	SG CAPITAL MANAGEMENT LLC	0.13%	20.39K	431.95K	20.39K	+100.00%
Mar 31, 2026	PZENA INVESTMENT MANAGEMENT LLC	9.28%	1.46M	30.93M	1.69K	+0.12%
Mar 31, 2026	SEI INVESTMENTS CO	1.05%	164.99K	3.49M	65.29K	+65.49%
Mar 31, 2026	HODGES CAPITAL MANAGEMENT INC.	1.33%	209.8K	4.44M	-2K	-0.94%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.52%	238.75K	5.06M	-286.86K	-54.58%
Mar 31, 2026	MORGAN STANLEY	0.73%	114.22K	2.42M	1.25K	+1.11%
Mar 31, 2026	EMPOWERED FUNDS, LLC	0.75%	117.5K	2.49M	11.32K	+10.66%
Mar 31, 2026	NORTHERN TRUST CORP	0.83%	131.17K	2.78M	5.34K	+4.24%
Mar 31, 2026		1.38%	217.99K	4.62M	217.99K	+100.00%
Mar 31, 2026	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.24%	352.52K	7.47M	-99.73K	-22.05%
Mar 31, 2026	CAMBRIA INVESTMENT MANAGEMENT, L.P.	2.83%	446.03K	9.45M	91.77K	+25.90%
Mar 31, 2026	LSV ASSET MANAGEMENT	3.02%	475.37K	10.07M	-12.8K	-2.62%
Mar 31, 2026	PRUDENTIAL FINANCIAL INC	0.15%	24.35K	515.69K	3.52K	+16.88%
Mar 31, 2026	JACOBS LEVY EQUITY MANAGEMENT, INC	1.11%	174.84K	3.7M	-19.34K	-9.96%
Mar 31, 2026	JPMORGAN CHASE & CO	0.24%	38.26K	804.93K	1.12K	+3.00%
Mar 31, 2026	WATERS PARKERSON & CO., LLC	0.25%	39.85K	844.02K	0	0
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.28%	44.49K	942.3K	44.49K	+100.00%
Mar 31, 2026	HSBC HOLDINGS PLC	0.3%	46.94K	994.45K	737	+1.60%
Mar 31, 2026	ACADIAN ASSET MANAGEMENT LLC	0.3%	47.43K	1M	32.67K	+221.33%
Mar 31, 2026	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.38%	59.6K	1.26M	0	0
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.43%	67.15K	1.42M	-20.12K	-23.05%
Mar 31, 2026	D. E. SHAW & CO., INC.	0.47%	73.29K	1.55M	11.81K	+19.21%
Mar 31, 2026	LAZARD ASSET MANAGEMENT LLC	0.52%	81.54K	1.73M	9.7K	+13.50%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.55%	86.74K	1.84M	86.74K	+100.00%
Mar 31, 2026	TECTONIC ADVISORS LLC	0.56%	88.05K	1.86M	2.84K	+3.33%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	3.44%	540.73K	11.45M	28.69K	+5.60%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	4.57%	719.83K	15.25M	19.62K	+2.80%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	5.98%	941.06K	19.93M	-2.69K	-0.28%
Mar 31, 2026	BLACKROCK, INC.	8.96%	1.41M	29.88M	-27.47K	-1.91%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.29%	45.92K	4.55M	45.23K	+6,554.35%
Mar 31, 2026	VANGUARD CAPITAL MANAGEMENT LLC	3.76%	592.2K	12.54M	592.2K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.17%	26.23K	555.55K	1.21K	+4.84%
Mar 31, 2026	INVESCO LTD.	0.16%	25.91K	548.67K	-4.03K	-13.47%
Mar 31, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	2.12%	334.36K	7.08M	-3.53K	-1.04%
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.95%	149.56K	3.17M	25.48K	+20.53%
Mar 31, 2026	CWA ASSET MANAGEMENT GROUP, LLC	0.91%	144K	3.05M	0	0
Dec 31, 2025	SIGNATUREFD, LLC	0.05%	7.22K	168.68K	-9.31K	-56.31%
Dec 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.15%	22.83K	533.22K	22.83K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.16%	25.02K	584.44K	-16.35K	-39.52%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.18%	27.57K	643.99K	7.61K	+38.12%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.18%	28.68K	670.04K	-26	-0.09%
Dec 31, 2025	MAN GROUP PLC	0.18%	28.91K	675.34K	-36.05K	-55.50%
Dec 31, 2025	JANE STREET GROUP, LLC	0.19%	29.7K	693.89K	-20.05K	-40.30%
Dec 31, 2025	INVESCO LTD.	0.19%	29.94K	699.38K	-3.4K	-10.19%
Dec 31, 2025	WULFF, HANSEN & CO.	0.19%	30.52K	712.99K	0	0
Dec 31, 2025	NUVEEN, LLC	0.22%	35.03K	818.28K	-3.36K	-8.76%
Dec 31, 2025	BARCLAYS PLC	0.27%	42.07K	982.71K	-14.48K	-25.60%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.31%	48.17K	1.13M	27.28K	+130.57%
Dec 31, 2025	INSPIRE INVESTING, LLC	0.32%	50.76K	1.19M	50.76K	+100.00%
Dec 31, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.38%	59.6K	1.39M	0	0
Dec 31, 2025	D. E. SHAW & CO., INC.	0.39%	61.48K	1.44M	38.46K	+167.04%
Dec 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.46%	71.84K	1.68M	4.86K	+7.25%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.55%	87.26K	2.04M	-2.23K	-2.49%
Dec 31, 2025	SEI INVESTMENTS CO	0.63%	99.7K	2.33M	78.85K	+378.03%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.7%	110.76K	2.59M	28.37K	+34.43%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.79%	124.08K	2.9M	-7.59K	-5.77%
Dec 31, 2025	NORTHERN TRUST CORP	0.8%	125.83K	2.94M	-12.32K	-8.92%
Dec 31, 2025	UBS GROUP AG	0.33%	51.37K	1.2M	25.15K	+95.90%
Dec 31, 2025	CWM, LLC	0.04%	5.94K	139K	2.54K	+74.76%
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	6.02K	140.7K	0	0
Dec 31, 2025	CITIGROUP INC	0.04%	6.16K	143.83K	2.46K	+66.32%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	8.1K	189.19K	0	0
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.06%	10.21K	238K	10.21K	+100.00%
Dec 31, 2025	DEUTSCHE BANK AG\	0.07%	11.15K	260.35K	-124	-1.10%
Dec 31, 2025	STATE OF WYOMING	0.07%	11.77K	274.85K	3.21K	+37.53%
Dec 31, 2025	JAMES INVESTMENT RESEARCH INC	0.09%	13.98K	326.64K	0	0
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.04%	321.84K	7.52M	-5.76K	-1.76%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	2.15%	337.89K	7.89M	0	0
Dec 31, 2025	TOROSO INVESTMENTS, LLC	0.14%	21.85K	510.39K	-766	-3.39%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	0.13%	20.83K	486.61K	7.33K	+54.30%
Dec 31, 2025	RHUMBLINE ADVISERS	0.11%	17.84K	416.62M	-3.86K	-17.81%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.1%	16.19K	378.22K	4.78K	+41.89%
Dec 31, 2025	CITADEL ADVISORS LLC	0.1%	16.06K	375.19M	16.06K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	15.6K	364.42K	-300	-1.89%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.09%	14.76K	344K	3.36K	+29.43%
Dec 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.09%	14.72K	343.88K	14.72K	+100.00%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.09%	14.46K	337.83M	14.46K	+100.00%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.36%	371.84K	8.69M	64.61K	+21.03%
Dec 31, 2025	LSV ASSET MANAGEMENT	3.1%	488.17K	11.4M	-10.7K	-2.14%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	3.25%	512.04K	11.96M	15.87K	+3.20%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.67%	106.18K	2.48M	-7.81K	-6.85%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.88%	138.97K	3.25M	-6.88K	-4.72%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.93%	146.39K	3.42M	-49.35K	-25.21%
Dec 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	1.23%	194.18K	4.54M	-8.56K	-4.22%
Dec 31, 2025	STATE STREET CORP	2%	314.8K	7.35M	-6.71K	-2.09%
Dec 31, 2025	DEPRINCE RACE & ZOLLO INC	1.33%	209.11K	4.88M	-1.15K	-0.54%
Dec 31, 2025	HODGES CAPITAL MANAGEMENT INC.	1.35%	211.8K	4.95M	211.8K	+100.00%
Dec 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.87%	452.25K	10.56M	9.38K	+2.12%
Dec 31, 2025	MORGAN STANLEY	0.72%	112.97K	2.64M	-202.95K	-64.24%
Dec 31, 2025	HSBC HOLDINGS PLC	0.29%	46.2K	1.08M	-875	-1.86%
Dec 31, 2025	TECTONIC ADVISORS LLC	0.54%	85.21K	1.99M	85.21K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.24%	37.14K	867.64K	-10	-0.03%
Dec 31, 2025	WATERS PARKERSON & CO., LLC	0.25%	39.85K	930.9K	4.4K	+12.41%
Dec 31, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.91%	144K	3.36M	0	0
Dec 31, 2025	GOLDMAN SACHS GROUP INC	3.34%	525.61K	12.28M	-77.83K	-12.90%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.04%	5.86K	136.77K	-30.61K	-83.94%
Dec 31, 2025	PZENA INVESTMENT MANAGEMENT LLC	9.27%	1.46M	34.07M	-100K	-6.42%
Dec 31, 2025	BLACKROCK, INC.	9.14%	1.44M	33.6M	-66.34K	-4.41%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	6%	943.75K	22.05M	-11.47K	-1.20%
Dec 31, 2025	VANGUARD GROUP INC	5.94%	934.59K	21.83M	23.71K	+2.60%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	4.45%	700.21K	16.36M	-24K	-3.31%
Dec 31, 2025	MACQUARIE MANAGEMENT HOLDINGS, INC.	0.18%	28.3K	661K	28.3K	+100.00%
Dec 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.22%	35.2K	822K	35.2K	+100.00%
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.15%	23.18K	541.46K	-196	-0.84%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.08%	170.58K	3.98M	-17.81K	-9.45%
Dec 31, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	2.25%	354.26K	8.28M	30.83K	+9.53%
Sep 30, 2025	MAN GROUP PLC	0.41%	64.96K	1.42M	64.96K	+100.00%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.72%	114K	2.5M	12.99K	+12.87%
Sep 30, 2025	NORTHERN TRUST CORP	0.88%	138.16K	3.03M	3.03K	+2.24%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.24%	195.74K	4.29M	-7.98K	-3.92%
Sep 30, 2025	DEPRINCE RACE & ZOLLO INC	1.34%	210.26K	4.61M	218	+0.10%
Sep 30, 2025	AXA INVESTMENT MANAGERS S.A.	0.22%	35.2K	771.94K	35.2K	+100.00%
Sep 30, 2025	HSBC HOLDINGS PLC	0.3%	47.08K	1.04M	-2.56K	-5.15%
Sep 30, 2025	STATE OF WYOMING	0.05%	8.56K	187.61K	5.69K	+198.81%
Sep 30, 2025	JANE STREET GROUP, LLC	0.32%	49.75K	1.09M	-33.32K	-40.11%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.57%	89.49K	1.96M	-86.08K	-49.03%
Sep 30, 2025	ESSEX INVESTMENT MANAGEMENT CO LLC	0.48%	75.66K	1.66M	2.46K	+3.36%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	6.07%	955.22K	20.95M	-2.03K	-0.21%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.13%	19.96K	437.7K	19.96K	+100.00%
Sep 30, 2025	XTX TOPCO LTD	0.11%	17.73K	388.73K	17.73K	+100.00%
Sep 30, 2025	BLACKROCK, INC.	9.56%	1.5M	32.99M	-76.81K	-4.86%
Sep 30, 2025	MORGAN STANLEY	2.01%	315.92K	6.93M	149.06K	+89.33%
Sep 30, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	2.05%	323.43K	7.09M	-22.91K	-6.62%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	3.15%	496.18K	10.88M	31.55K	+6.79%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.09%	13.5K	296.06K	13.5K	+100.00%
Sep 30, 2025	JAMES INVESTMENT RESEARCH INC	0.09%	13.98K	306.65K	0	0
Sep 30, 2025	SG CAPITAL MANAGEMENT LLC	0.09%	14.82K	325K	14.82K	+100.00%
Sep 30, 2025	SIGNATUREFD, LLC	0.11%	16.53K	362.44K	0	0
Sep 30, 2025	CITIGROUP INC	0.02%	3.7K	81.19K	-3.33K	-47.34%
Sep 30, 2025	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	0.04%	5.61K	123K	0	0
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.43%	66.98K	1.47M	5.09K	+8.23%
Sep 30, 2025	MARSHALL WACE, LLP	0.27%	42.23K	926.13K	42.23K	+100.00%
Sep 30, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.91%	144K	3.16M	0	0
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	6.02K	132.08K	0	0
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	8.1K	177.61K	0	0
Sep 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.33%	51.22K	1.12M	51.22K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.95%	307.23K	6.74M	66.76K	+27.76%
Sep 30, 2025	LSV ASSET MANAGEMENT	3.17%	498.87K	10.94M	-29.3K	-5.55%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.15%	23.02K	504.92K	-23.33K	-50.33%
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	1.29%	202.74K	4.45M	-25.23K	-11.07%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.52%	82.39K	1.81M	-12.9K	-13.54%
Sep 30, 2025	WULFF, HANSEN & CO.	0.19%	30.52K	669.35K	0	0
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.18%	28.71K	629.59K	0	0
Sep 30, 2025	MACQUARIE GROUP LTD	0.18%	28.3K	621K	0	0
Sep 30, 2025	PZENA INVESTMENT MANAGEMENT LLC	9.9%	1.56M	34.18M	-2.1K	-0.13%
Sep 30, 2025	STATE STREET CORP	2.04%	321.5K	7.05M	13.2K	+4.28%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.08%	327.6K	7.19M	1.6K	+0.49%
Sep 30, 2025	SEI INVESTMENTS CO	0.13%	20.86K	457.39K	0	0
Sep 30, 2025	RHUMBLINE ADVISERS	0.14%	21.7K	475.85K	-898	-3.97%
Sep 30, 2025	LEGATO CAPITAL MANAGEMENT LLC	0.14%	21.82K	478.47K	0	0
Sep 30, 2025	TOROSO INVESTMENTS, LLC	0.14%	22.62K	495.95K	-509	-2.20%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.81%	442.87K	9.71M	-78.32K	-15.03%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	3.83%	603.44K	13.23M	64.83K	+12.04%
Sep 30, 2025	NUVEEN, LLC	0.24%	38.39K	841.92K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.26%	41.37K	907.25K	-37.08K	-47.27%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	2.15%	337.89K	7.41M	0	0
Sep 30, 2025	CITADEL ADVISORS LLC	0.15%	22.9K	502.2K	8K	+53.69%
Sep 30, 2025	VERITION FUND MANAGEMENT LLC	0.15%	23.38K	512.61K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0.24%	37.15K	814.74K	-2.87K	-7.16%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.32%	51K	1.12M	51K	+100.00%
Sep 30, 2025	INVESCO LTD.	0.21%	33.34K	731.08K	-7.12K	-17.59%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.06%	9.69K	212.5K	9.69K	+100.00%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.23%	36.47K	799.68K	11.62K	+46.79%
Sep 30, 2025	UBS GROUP AG	0.17%	26.22K	575.03K	740	+2.90%
Sep 30, 2025	BARCLAYS PLC	0.36%	56.55K	1.24M	-6.89K	-10.87%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.84%	131.68K	2.89M	21.12K	+19.10%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.93%	145.85K	3.2M	-1.54K	-1.04%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.2%	188.4K	4.13M	12.99K	+7.41%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	4.6%	724.21K	15.88M	6.6K	+0.92%
Sep 30, 2025	DEUTSCHE BANK AG\	0.07%	11.27K	247.13K	0	0
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.07%	11.4K	249K	2.1K	+22.60%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.07%	11.41K	250.23K	1.67K	+17.13%
Sep 30, 2025	MAGNETAR FINANCIAL LLC	0.08%	12.69K	278.31K	12.69K	+100.00%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.38%	59.6K	1.31M	0	0
Sep 30, 2025	VANGUARD GROUP INC	5.79%	910.88K	19.98M	28.11K	+3.18%
Sep 30, 2025	WATERS PARKERSON & CO., LLC	0.23%	35.45K	777.42K	3.15K	+9.75%
Jun 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.38%	59.6K	1.21M	0	0
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.53%	240.47K	4.89M	60.05K	+33.28%
Jun 30, 2025	SHELL ASSET MANAGEMENT CO	0.01%	1.47K	30K	-965	-39.63%
Jun 30, 2025	GAMMA INVESTING LLC	0%	669	13.61K	448	+202.71%
Jun 30, 2025	SKOPOS LABS, INC.	0%	517	10.52K	517	+100.00%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	393	8K	140	+55.34%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	371	7.55K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0.86%	135.13K	2.75M	-10.27K	-7.06%
Jun 30, 2025	UBS GROUP AG	0.16%	25.48K	518.54K	-46.87K	-64.78%
Jun 30, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	2.2%	346.34K	7.05M	-38.31K	-9.96%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.29%	203.72K	4.15M	3.4K	+1.70%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	2.15%	337.89K	6.88M	24.95K	+7.97%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	1.45%	227.97K	4.64M	7.63K	+3.46%
Jun 30, 2025	INSPIRE INVESTING, LLC	0.12%	18.99K	386.39K	1.56K	+8.93%
Jun 30, 2025	NEBULA RESEARCH & DEVELOPMENT LLC	0.11%	16.81K	342.12K	374	+2.28%
Jun 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.1%	15.33K	311.99K	15.33K	+100.00%
Jun 30, 2025	JAMES INVESTMENT RESEARCH INC	0.09%	13.98K	284.55K	0	0
Jun 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0%	371	7.55K	199	+115.70%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	344	16.16K	170	+97.70%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	225	4.58K	148	+192.21%
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0%	201	4K	3	+1.52%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	75	1.53K	75	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	38	772	0	0
Jun 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0%	25	509	25	+100.00%
Jun 30, 2025	TRUE WEALTH DESIGN, LLC	0%	16	326	-279	-94.58%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	10	204	-45	-81.82%
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0%	7	142	0	0
Jun 30, 2025	FRANKLIN RESOURCES INC	0%	0	-	-34.55K	-100.00%
Jun 30, 2025	FIRST HAWAIIAN BANK	0%	0	-	-10.55K	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.53%	83.07K	1.69M	-89.03K	-51.73%
Jun 30, 2025	BARCLAYS PLC	0.4%	63.44K	1.29M	11.16K	+21.34%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.4%	63.31K	1.29M	63.31K	+100.00%
Jun 30, 2025	HSBC HOLDINGS PLC	0.32%	49.64K	1.02M	10.94K	+28.28%
Jun 30, 2025	INVESCO LTD.	0.26%	40.46K	823.26K	-7.38K	-15.44%
Jun 30, 2025	JPMORGAN CHASE & CO	0.25%	40.02K	814.35K	173	+0.43%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	37.82K	769.68K	-441	-1.15%
Jun 30, 2025	MACQUARIE GROUP LTD	0.18%	28.3K	576K	-15.6K	-35.54%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.5%	78.45K	1.6M	-40	-0.05%
Jun 30, 2025	BLACKROCK, INC.	10.05%	1.58M	32.18M	-8.26K	-0.52%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.07%	326K	6.64M	-12.16K	-3.60%
Jun 30, 2025	STATE STREET CORP	1.96%	308.3K	6.27M	-3.76K	-1.20%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.11%	175.4K	3.57M	8.82K	+5.29%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.7%	110.56K	2.25M	-11.84K	-9.68%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.67%	105.06K	2.14M	-16.7K	-13.72%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.64%	101K	2.06M	8.82K	+9.56%
Jun 30, 2025	ESSEX INVESTMENT MANAGEMENT CO LLC	0.47%	73.2K	1.49M	73.2K	+100.00%
Jun 30, 2025		0.24%	38.39K	781.26K	-9.1K	-19.16%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.29%	46.36K	943.39K	-75.03K	-61.81%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.27%	42.39K	862.66K	843	+2.03%
Jun 30, 2025	AXA S.A.	0.22%	35.2K	716.32K	-1.72K	-4.66%
Jun 30, 2025	WATERS PARKERSON & CO., LLC	0.21%	32.3K	657.31K	-5K	-13.40%
Jun 30, 2025	WULFF, HANSEN & CO.	0.19%	30.52K	621.12K	1.1K	+3.74%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0.18%	28.71K	584.23K	56	+0.20%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.16%	24.84K	505.54K	-11.19K	-31.06%
Jun 30, 2025	LSV ASSET MANAGEMENT	3.36%	528.17K	10.75M	-15.6K	-2.87%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	3.31%	521.19K	10.61M	76.02K	+17.08%
Jun 30, 2025	LEGATO CAPITAL MANAGEMENT LLC	0.14%	21.82K	444K	21.82K	+100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.1%	15.77K	320.92M	1.4K	+9.74%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.07%	11.66K	237.24K	0	0
Jun 30, 2025	HRT FINANCIAL LP	0.07%	10.28K	209K	-6.47K	-38.60%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.06%	9.3K	189K	9.3K	+100.00%
Jun 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.04%	5.6K	113.96K	-6.7K	-54.45%
Jun 30, 2025	QUEST PARTNERS LLC	0.01%	2.32K	47.19K	-9.5K	-80.38%
Jun 30, 2025	EMC CAPITAL MANAGEMENT	0.01%	2.29K	46K	-5.78K	-71.66%
Jun 30, 2025	MONTAG A & ASSOCIATES INC	0.01%	2.16K	44K	-4.63K	-68.16%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	1.53K	31.06K	1.53K	+100.00%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.01%	1.1K	22K	175	+18.94%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.94%	147.39K	3M	39.32K	+36.38%
Jun 30, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.91%	144K	2.93M	0	0
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.39%	61.89K	1.26M	61.89K	+100.00%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.15%	23.38K	475.68K	100	+0.43%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.15%	23.12K	470.57K	6K	+35.00%
Jun 30, 2025	PZENA INVESTMENT MANAGEMENT LLC	9.91%	1.56M	31.76M	594.48K	+61.53%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.06%	10K	203.4K	10K	+100.00%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	7.38K	150.24K	-1.52K	-17.03%
Jun 30, 2025	BRYN MAWR TRUST CO	0.02%	3.2K	65.12K	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	167	3.4M	167	+100.00%
Jun 30, 2025	MORGAN STANLEY	1.06%	166.86K	3.4M	-75.06K	-31.03%
Jun 30, 2025	ROYAL BANK OF CANADA	0.14%	21.97K	447K	-5.1K	-18.85%
Jun 30, 2025	PETRUS TRUST COMPANY, LTA	0.07%	11.11K	226.11K	-5.9K	-34.69%
Jun 30, 2025	GRAHAM CAPITAL MANAGEMENT, L.P.	0.07%	11.07K	225.23K	-20.6K	-65.05%
Jun 30, 2025	STATE OF WYOMING	0.02%	2.86K	58.26K	2.86K	+100.00%
Jun 30, 2025	FMR LLC	0.01%	1.17K	23.79M	301	+34.68%
Jun 30, 2025	DEPRINCE RACE & ZOLLO INC	1.33%	210.04K	4.27M	40.67K	+24.02%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	6.08%	957.25K	19.48M	-74.4K	-7.21%
Jun 30, 2025	VANGUARD GROUP INC	5.61%	882.77K	17.96M	9.33K	+1.07%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	4.56%	717.61K	14.6M	4K	+0.56%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	3.42%	538.6K	10.96M	-80.81K	-13.05%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	2.95%	464.63K	9.46M	32.41K	+7.50%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.61%	95.29K	1.94M	-67.53K	-41.48%
Jun 30, 2025	NUVEEN, LLC	0.24%	38.39K	781.26K	-9.1K	-19.16%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.12%	175.57K	3.57M	32.5K	+22.72%
Mar 31, 2025	STATE STREET CORP	1.98%	312.06K	6.15M	-86.87K	-21.78%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.99%	312.94K	6.17M	207.88K	+197.87%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.15%	338.16K	6.67M	11.94K	+3.66%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.83%	445.17K	8.78M	-1.07K	-0.24%
Mar 31, 2025	LSV ASSET MANAGEMENT	3.45%	543.77K	10.72M	-17.3K	-3.08%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	3.93%	619.41K	12.21M	-16.08K	-2.53%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	2.75%	432.22K	8.52M	27.9K	+6.90%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	4.53%	713.61K	14.07M	-9.1K	-1.26%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.23%	36.04K	710.61K	17.02K	+89.46%
Mar 31, 2025	AXA S.A.	0.23%	36.92K	728.08K	0	0
Mar 31, 2025	WATERS PARKERSON & CO., LLC	0.24%	37.3K	735.56K	5.2K	+16.20%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	38.26K	754.55K	-9.12K	-19.24%
Mar 31, 2025	HSBC HOLDINGS PLC	0.25%	38.69K	761.85K	15.2K	+64.69%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.26%	41.55K	819.33K	-2.16K	-4.93%
Mar 31, 2025	MACQUARIE GROUP LTD	0.28%	43.9K	866M	0	0
Mar 31, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.29%	45.19K	891K	45.19K	+100.00%
Mar 31, 2025	INVESCO LTD.	0.3%	47.84K	943.39K	-4.6K	-8.77%
Mar 31, 2025	BARCLAYS PLC	0.33%	52.28K	1.03M	-1.05K	-1.97%
Mar 31, 2025		0.3%	47.49K	936.48K	47.49K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.55%	87.33K	1.72M	3.26K	+3.88%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.69%	108.07K	2.13M	3.8K	+3.65%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.77%	121.38K	2.39M	21.17K	+21.13%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.77%	121.76K	2.4M	55.15K	+82.78%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.78%	122.4K	2.41M	10.45K	+9.33%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.91%	143.07K	2.82M	-2.69K	-1.85%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.03%	162.82K	3.21M	38.07K	+30.52%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	6.55%	1.03M	20.34M	-52.81K	-4.87%
Mar 31, 2025	JANE STREET GROUP, LLC	1.09%	172.1K	3.39M	70.06K	+68.66%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.15%	180.42K	3.56M	10.94K	+6.46%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.27%	200.32K	3.95M	-8.52K	-4.08%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	1.4%	220.34K	4.35M	-81.34K	-26.96%
Mar 31, 2025	MORGAN STANLEY	1.54%	241.92K	4.77M	54.83K	+29.31%
Mar 31, 2025	ENGINEERS GATE MANAGER LP	0.23%	35.54K	700.79K	35.54K	+100.00%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.24%	38.53K	759.73K	16.27K	+73.14%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.25%	38.58K	760.74K	23.35K	+153.28%
Mar 31, 2025	ALBERTA INVESTMENT MANAGEMENT CORP	0.25%	39.2K	773.02K	0	0
Mar 31, 2025	GSA CAPITAL PARTNERS LLP	0.25%	39.21K	773K	14.66K	+59.70%
Mar 31, 2025	JPMORGAN CHASE & CO	0.25%	39.84K	785.72K	1.19K	+3.07%
Mar 31, 2025	UBS GROUP AG	0.46%	72.35K	1.43M	-12.8K	-15.03%
Mar 31, 2025	NORTHERN TRUST CORP	0.92%	145.4K	2.87M	-10.45K	-6.71%
Mar 31, 2025	VANGUARD GROUP INC	5.55%	873.45K	17.22M	-77.98K	-8.20%
Mar 31, 2025	PZENA INVESTMENT MANAGEMENT LLC	6.14%	966.08K	19.05M	3.98K	+0.41%
Mar 31, 2025	BLACKROCK, INC.	10.1%	1.59M	31.35M	186.02K	+13.25%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.5%	78.49K	1.55M	27.68K	+54.48%
Mar 31, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.91%	144K	2.84M	0	0
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.59%	92.19K	1.82M	6.39K	+7.44%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.06%	166.59K	3.29M	6.39K	+3.99%
Mar 31, 2025	DEPRINCE RACE & ZOLLO INC	1.08%	169.37K	3.34M	-831	-0.49%
Mar 31, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	2.44%	384.65K	7.59M	-39.17K	-9.24%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.63%	93.91K	3.2M	11.7K	+14.24%
Mar 31, 2024	JPMORGAN CHASE & CO	1.01%	150.67K	5.14M	108.51K	+257.41%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.03%	154.31K	5.27M	5.43K	+3.64%
Mar 31, 2024	CITADEL ADVISORS LLC	1.06%	159.51K	5.44M	-28.72K	-15.26%
Mar 31, 2024	MORGAN STANLEY	1.45%	217.55K	7.42M	-87.27K	-28.63%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.57%	235.58K	8.04M	-8.71K	-3.57%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.77%	263.14K	8.98M	-9.52K	-3.49%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.81%	269.37K	9.19M	36.29K	+15.57%
Mar 31, 2024	NORTHERN TRUST CORP	1.91%	286.14K	9.76M	-44.46K	-13.45%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.13%	319.38K	10.9M	13.49K	+4.41%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.15%	322.12K	10.99M	13.56K	+4.39%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.89%	281.07K	9.59M	0	0
Mar 31, 2024	INVESCO LTD.	2.07%	310.64K	10.6M	1.6K	+0.52%
Mar 31, 2024	CAMBRIA INVESTMENT MANAGEMENT, L.P.	2.43%	362.47K	12.37M	105.56K	+41.09%
Mar 31, 2024	LSV ASSET MANAGEMENT	5.03%	749.07K	25.56M	-13K	-1.71%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	5.66%	848.41K	28.95M	10.3K	+1.23%
Mar 31, 2024	VANGUARD GROUP INC	7.38%	1.11M	37.72M	17.35K	+1.59%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	8.25%	1.24M	42.19M	-15.06K	-1.20%
Mar 31, 2024	BLACKROCK INC.	15.33%	2.3M	78.4M	-79.08K	-3.33%
Mar 31, 2024	CAMPBELL & CO INVESTMENT ADVISER LLC	0.11%	16.1K	549.3K	1.5K	+10.24%
Mar 31, 2024	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.11%	16.18K	552.2K	0	0
Mar 31, 2024	SIGNATUREFD, LLC	0.11%	16.68K	569.05K	0	0
Mar 31, 2024	CREDIT SUISSE AG/	0.13%	18.94K	646.1K	0	0
Mar 31, 2024	ENSIGN PEAK ADVISORS, INC	0.13%	19.09K	651.25K	-963	-4.80%
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.13%	19.11K	651.93K	-800	-4.02%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.14%	20.69K	706.08K	9.34K	+82.18%
Mar 31, 2024	WULFF, HANSEN & CO.	0.15%	22.01K	751.12K	0	0
Mar 31, 2024	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.15%	22.92K	782K	22.92K	+100.00%
Mar 31, 2024	VESTCOR INC	0.16%	24.25K	827K	0	0
Mar 31, 2024	WATERS PARKERSON & CO., LLC	0.17%	24.8K	846K	500	+2.06%
Mar 31, 2024	WINTON GROUP LTD	0.17%	26.11K	890.81K	11.31K	+76.39%
Mar 31, 2024	SWISS NATIONAL BANK	0.18%	26.8K	914.42K	0	0
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.19%	27.68K	944.41K	0	0
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.19%	28.43K	970K	-600	-2.07%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0.19%	28.65K	977.64K	0	0
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.19%	29.09K	993K	10.36K	+55.33%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.21%	31.46K	1.07M	4.39K	+16.23%
Mar 31, 2024	AXA S.A.	0.24%	35.2K	1.2M	-1.8K	-4.86%
Mar 31, 2024	SEI INVESTMENTS CO	0.24%	36.58K	1.25M	-2.6K	-6.64%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.25%	37.89K	1.29M	1.12K	+3.06%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.25%	37.76K	1.29M	508	+1.36%
Mar 31, 2024	ALBERTA INVESTMENT MANAGEMENT CORP	0.26%	39.2K	1.34M	0	0
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.28%	41.51K	1.42M	-30.77K	-42.57%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.29%	42.74K	1.46M	0	0
Mar 31, 2024	MACQUARIE GROUP LTD	0.29%	43.9K	1.5M	0	0
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.31%	46.11K	1.47M	6.51K	+16.44%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.34%	51.06K	1.74M	9.57K	+23.05%
Mar 31, 2024	ASSENAGON ASSET MANAGEMENT S.A.	0.47%	70.42K	2.4M	11.24K	+19.00%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.48%	71.9K	2.45M	-10.1K	-12.32%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.48%	71.91K	2.45M	5.43K	+8.16%
Mar 31, 2024	JANE STREET GROUP, LLC	0.52%	78.23K	2.67M	72.07K	+1,168.94%
Mar 31, 2024	RHUMBLINE ADVISERS	0.53%	78.89K	2.69M	-34.85K	-30.64%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.09%	163.37K	5.57M	-16.07K	-8.96%
Mar 31, 2024	STATE STREET CORP	3.88%	580.92K	19.82M	-4.95K	-0.85%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.32%	48.21K	1.64M	-82.48K	-63.11%
Mar 31, 2024	DENALI ADVISORS LLC	0.38%	56.4K	1.92M	21.4K	+61.14%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.38%	57.16K	1.95M	-1.16K	-1.99%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.41%	60.71K	2.07M	907	+1.52%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.46%	69.42K	2.37M	-4.12K	-5.60%
Mar 31, 2024	DEPRINCE RACE & ZOLLO INC	0.76%	113.72K	3.88M	-5.53K	-4.64%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.84%	124.81K	4.26M	124.81K	+100.00%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.93%	137.92K	4.71M	3.16K	+2.34%
Mar 31, 2024	CWA ASSET MANAGEMENT GROUP, LLC	0.97%	144K	4.91M	0	0
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.88%	148.89K	5.29M	5.95K	+4.16%
Dec 31, 2023	CITADEL ADVISORS LLC	1.12%	188.23K	6.68M	10.45K	+5.88%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	1.38%	233.08K	8.27M	29.69K	+14.60%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.45%	244.29K	8.67M	-24.46K	-9.10%
Dec 31, 2023	CAMBRIA INVESTMENT MANAGEMENT, L.P.	1.53%	256.91K	9.12M	34.98K	+15.76%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.62%	272.66K	9.68M	-8.8K	-3.13%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.67%	281.07K	9.98M	-839	-0.30%
Dec 31, 2023	MORGAN STANLEY	1.81%	304.82K	10.82M	120.64K	+65.50%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.82%	305.89K	10.86M	-11.07K	-3.49%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.83%	308.57K	10.95M	9.06K	+3.03%
Dec 31, 2023	INVESCO LTD.	1.83%	309.03K	10.97M	-13.41K	-4.16%
Dec 31, 2023	NORTHERN TRUST CORP	1.96%	330.6K	11.74M	-1.39K	-0.42%
Dec 31, 2023	STATE STREET CORP	3.48%	585.87K	20.8M	21.8K	+3.87%
Dec 31, 2023	LSV ASSET MANAGEMENT	4.52%	762.07K	27.05M	-30.82K	-3.89%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	4.98%	838.11K	29.75M	1.1K	+0.13%
Dec 31, 2023	VANGUARD GROUP INC	6.46%	1.09M	38.63M	40.13K	+3.83%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	7.43%	1.25M	44.43M	-390	-0.03%
Dec 31, 2023	BLACKROCK INC.	14.11%	2.38M	84.38M	66.63K	+2.88%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.16%	27.07K	960K	-23.26K	-46.22%
Dec 31, 2023	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.16%	27.68K	982.61K	11.08K	+66.74%
Dec 31, 2023	PARALLEL ADVISORS, LLC	0.17%	28.65K	1.02M	-32	-0.11%
Dec 31, 2023	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.17%	29.03K	1.03M	-1.05K	-3.48%
Dec 31, 2023	BARCLAYS PLC	0.2%	32.96K	1.17M	17.62K	+114.89%
Dec 31, 2023	DENALI ADVISORS LLC	0.21%	35K	1.24M	5.6K	+19.05%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.22%	36.76K	1.31M	565	+1.56%
Dec 31, 2023	AXA S.A.	0.22%	37K	1.31M	0	0
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.22%	37.25K	1.32M	-557	-1.47%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.22%	37.67K	1.34M	4.95K	+15.12%
Dec 31, 2023	SEI INVESTMENTS CO	0.23%	39.18K	1.39M	-6.14K	-13.54%
Dec 31, 2023	ALBERTA INVESTMENT MANAGEMENT CORP	0.23%	39.2K	1.39M	0	0
Dec 31, 2023	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.24%	39.6K	1.41M	0	0
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.25%	41.49K	1.47M	-4.39K	-9.57%
Dec 31, 2023	JPMORGAN CHASE & CO	0.25%	42.16K	1.5M	505	+1.21%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.25%	42.74K	1.52M	409	+0.97%
Dec 31, 2023	MACQUARIE GROUP LTD	0.26%	43.9K	1.56M	0	0
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.35%	58.32K	2.07M	-221	-0.38%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.35%	59.18K	2.1M	30.89K	+109.23%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.35%	59.8K	2.12M	-15.23K	-20.29%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.39%	66.49K	2.36B	5.95K	+9.83%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.07%	179.45K	6.37M	-56.33K	-23.89%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.43%	72.28K	2.57M	-24.84K	-25.58%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.44%	73.54K	2.61M	-2.26K	-2.98%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.49%	82K	2.91M	-9.3K	-10.19%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.49%	82.21K	2.92M	21.16K	+34.66%
Dec 31, 2023	RHUMBLINE ADVISERS	0.68%	113.74K	4.04M	-516	-0.45%
Dec 31, 2023	DEPRINCE RACE & ZOLLO INC	0.71%	119.25K	4.23M	30.63K	+34.56%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.78%	130.68K	4.64M	4.43K	+3.51%
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.8%	134.76K	4.78M	-30.35K	-18.38%
Dec 31, 2023		0.85%	144K	5.11M	144K	+100.00%
Dec 31, 2023	CWA ASSET MANAGEMENT GROUP, LLC	0.85%	144K	5.11M	0	0

Insiders

Among the HVT insiders holding of 14.6% of the stake in company, SMITH CLARENCE H, Executive Chairman, holds the largest shares of 71.71K. CURRAN THOMAS P, Vice President, Advertising an, is the second largest HVT insider with ownership of 67.22K shares. MCGAUGHEY FRANK S III, director, stands third with possession of 33.42K shares of that stake.

Insiders	Designation	Shares Held
SMITH CLARENCE H	Executive Chairman	71.71K
CURRAN THOMAS P	Vice President, Advertising an	67.22K
MCGAUGHEY FRANK S III	director	33.42K
PALMER VICKI R	director	33.24K
RIDLEY CLARENCE H	director	32.12K
GLOVER JOHN T	director	26.92K
CLARY J EDWARD	Executive VP & CIO	25.65K
HOHMAN GERALD M	Vice President, Supply Chain	25.49K
TAYLOR JANET E	Sr. VP, General Counsel	24.88K
PARKER JENNY H	Sr. VP, Finance & Corp Sec	21.71K
BURDETTE STEVEN G	President	16.66K
GILL JOHN LINWOOD	Executive V.P., Merchandising	16.48K
HARE RICHARD B	Executive Vice President & CFO	15.88K
GALLAGHER RICHARD DEWEY	Executive Vice President	13.17K
SEAMONDS JUSTIN P	Vice President and Controller	11.91K
HOUGH G. THOMAS	director	10.75K
TRUJILLO ALFREDO	director	9.31K
DENIRO ALLAN J	Sr. VP, Chief People Officer	8.55K
MANGUM MYLLE H	director	3.52K
HAVERTY RAWSON	10 percent owner	3.5K
FLADGER KELLY ALLEN	SVP, Chief HR Officer	3.1K
HAVERTY BEN M	director	2.44K
SCHUERMANN FRED L	director	3
PINE HILL ASSOCIATES, LLC	10 percent owner	0
H5, L.P.	10 percent owner	0
HAVERTY RAWSON JR	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 17, 2026	SMITH CLARENCE H	SALE	28.16	20.99K	591.11K	71.71K
Dec 12, 2025	HAVERTY RAWSON JR	SALE	24.86	7.5K	186.45K	0
Dec 11, 2025	HAVERTY RAWSON JR	SALE	24.90	2.33K	58.04K	0
Nov 19, 2025	HAVERTY RAWSON JR	SALE	22.42	4.52K	101.39K	0
Sep 17, 2025	HAVERTY RAWSON JR	SALE	23.10	10K	231.09K	4.52K
Sep 16, 2025	HAVERTY RAWSON JR	SALE	23.02	15K	345.22K	14.53K
Aug 27, 2025	HAVERTY RAWSON JR	SALE	22.84	15K	342.61K	29.52K
Jun 17, 2025	HAVERTY RAWSON JR	SALE	0.00	25K	-	4.52K
Jun 12, 2025	HAVERTY RAWSON JR	SALE	0.00	8.5K	-	29.52K
Jun 11, 2025	HAVERTY RAWSON JR	SALE	20.67	1.5K	31.01K	38.02K
May 22, 2025	HAVERTY RAWSON JR	SALE	20.49	3.22K	66.02K	4.52K
Mar 10, 2025	HAVERTY RAWSON JR	SALE	0.00	10K	-	0
Mar 07, 2025	HAVERTY RAWSON JR	SALE	0.00	16K	-	10K
Feb 29, 2024	BURDETTE STEVEN G	SALE	34.35	6.5K	223.26K	16.66K
Dec 07, 2023	GILL JOHN LINWOOD	SALE	32.47	4K	129.89K	16.48K
Nov 15, 2023	HAVERTY RAWSON JR	SALE	31.57	3.52K	111.1K	0
Aug 30, 2023	PALMER VICKI R	SALE	31.16	25K	779.1K	33.24K
May 19, 2023	MANGUM MYLLE H	SALE	26.28	5.16K	135.55K	3.52K
Mar 09, 2023	HARE RICHARD B	SALE	32.29	7.1K	229.24K	15.88K
Mar 07, 2023	SMITH CLARENCE H	SALE	34.29	13.88K	475.9K	34.3K
Mar 06, 2023	BURDETTE STEVEN G	SALE	34.00	3.79K	128.83K	13.35K
Feb 27, 2023	PARKER JENNY H	SALE	38.07	2.62K	99.74K	21.71K
Feb 24, 2023	GILL JOHN LINWOOD	SALE	37.51	3.61K	135.5K	11.04K
Aug 12, 2022	HAVERTY RAWSON JR	SALE	29.94	3.35K	100.32K	0
Aug 11, 2022	BURDETTE STEVEN G	SALE	30.00	6.25K	187.5K	8.58K
Aug 10, 2022	SMITH CLARENCE H	SALE	29.24	11.26K	329.24K	19.62K
May 13, 2022	FLADGER KELLY ALLEN	SALE	27.88	3.1K	86.54K	3.1K
May 13, 2022	HAVERTY RAWSON JR	SALE	28.44	13.91K	395.41K	3.35K
Sep 15, 2021	HAVERTY RAWSON JR	SALE	34.00	3.3K	112.07K	0
May 03, 2021	CLARY J EDWARD	SALE	48.00	16.51K	792.67K	25.65K
Apr 30, 2021	CLARY J EDWARD	SALE	48.00	2.49K	119.33K	42.16K
Mar 02, 2021	HAVERTY RAWSON JR	SALE	37.66	375	14.12K	0
Mar 02, 2021	TRUJILLO ALFREDO	SALE	36.73	15K	550.89K	9.31K
Mar 01, 2021	HAVERTY RAWSON JR	SALE	37.55	825	30.98K	375
Feb 26, 2021	HAVERTY RAWSON JR	SALE	36.21	2.03K	73.33K	1.2K
Feb 26, 2021	MANGUM MYLLE H	SALE	35.84	11.95K	428.36K	0
Feb 25, 2021	CLARY J EDWARD	SALE	36.50	30K	1.1M	42.24K
Feb 25, 2021	HAVERTY RAWSON JR	SALE	36.75	275	10.11K	3.23K
Dec 02, 2020	PARKER JENNY H	SALE	28.00	10K	280.05K	18.24K
Nov 23, 2020	SMITH CLARENCE H	SALE	28.04	10.2K	285.93K	18.19K
Aug 25, 2020	BURDETTE STEVEN G	SALE	22.50	3.5K	78.75K	4.69K
Mar 20, 2020	SMITH CLARENCE H	PURCHASE	11.66	2K	23.32K	27.64K
Feb 27, 2020	HOUGH G. THOMAS	PURCHASE	17.16	3K	51.48K	10.75K
Dec 06, 2019	BURDETTE STEVEN G	SALE	20.50	2.4K	49.2K	2.83K
May 17, 2019	HOUGH G. THOMAS	PURCHASE	17.91	3K	53.74K	7.75K
May 17, 2019	BURDETTE STEVEN G	SALE	18.10	4.7K	85.07K	5.23K
Mar 04, 2019	TRUJILLO ALFREDO	SALE	24.28	5.14K	124.7K	15.67K
Feb 28, 2019	SMITH CLARENCE H	SALE	24.01	9.98K	239.51K	32.82K
Feb 27, 2019	DENIRO ALLAN J	SALE	24.22	8K	193.74K	8.55K
Feb 25, 2019	PARKER JENNY H	SALE	23.50	7.07K	166.12K	20.12K
Feb 22, 2019	HAVERTY RAWSON JR	SALE	23.22	4.26K	98.83K	0
Aug 08, 2018	HOUGH G. THOMAS	PURCHASE	21.50	2K	43K	3.88K
Jun 15, 2018	GALLAGHER RICHARD DEWEY	SALE	21.73	5.17K	112.32K	13.17K
Jun 08, 2018	BURDETTE STEVEN G	SALE	21.37	6K	128.22K	4.12K
Jun 06, 2018	PARKER JENNY H	SALE	21.00	4.96K	104.24K	27.19K
May 25, 2018	DENIRO ALLAN J	SALE	20.38	3.56K	72.52K	16.55K
Mar 02, 2018	PARKER JENNY H	SALE	20.50	2K	41K	30.46K
Dec 14, 2017	HAVERTY RAWSON JR	SALE	23.05	15.08K	347.51K	0
Dec 14, 2017	H5, L.P.	SALE	23.05	15.08K	347.51K	0
Dec 14, 2017	PINE HILL ASSOCIATES, LLC	SALE	23.05	15.08K	347.51K	0
Dec 13, 2017	PINE HILL ASSOCIATES, LLC	SALE	23.79	7.92K	188.43K	15.08K
Dec 13, 2017	H5, L.P.	SALE	23.79	7.92K	188.43K	15.08K
Dec 13, 2017	HAVERTY RAWSON JR	SALE	23.79	7.92K	188.43K	15.08K
Nov 08, 2017	SCHUERMANN FRED L	SALE	23.15	1.95K	45.13K	3
Aug 22, 2017	HAVERTY RAWSON JR	SALE	23.83	1.39K	33.14K	0
Jun 06, 2017	HAVERTY RAWSON JR	SALE	23.52	1.96K	46.19K	400
May 24, 2017	BURDETTE STEVEN G	SALE	23.50	4.8K	112.8K	3.66K
May 11, 2017	GALLAGHER RICHARD DEWEY	SALE	25.47	1.96K	50K	13.04K
May 08, 2017	HAVERTY RAWSON JR	SALE	25.43	3.5K	88.87K	2.36K
Mar 15, 2017	PARKER JENNY H	SALE	22.80	6K	136.8K	28.21K
Mar 13, 2017	H5, L.P.	SALE	22.51	5.25K	118.06K	0
Mar 13, 2017	PINE HILL ASSOCIATES, LLC	SALE	22.51	5.25K	118.06K	0
Mar 13, 2017	HAVERTY RAWSON JR	SALE	22.51	5.25K	118.06K	0
Mar 10, 2017	HAVERTY RAWSON JR	SALE	22.59	9.76K	220.39K	5.25K
Mar 10, 2017	SMITH CLARENCE H	SALE	22.39	12.33K	276.09K	34.82K
Mar 10, 2017	PINE HILL ASSOCIATES, LLC	SALE	22.59	9.76K	220.39K	5.25K
Mar 10, 2017	H5, L.P.	SALE	22.59	9.76K	220.39K	5.25K
Dec 20, 2016	PINE HILL ASSOCIATES, LLC	SALE	23.90	24K	573.5K	0
Dec 20, 2016	HAVERTY RAWSON JR	SALE	23.90	24K	573.5K	0
Dec 20, 2016	H5, L.P.	SALE	23.90	24K	573.5K	0
Dec 19, 2016	H5, L.P.	SALE	24.18	14K	338.5K	24K
Dec 19, 2016	PINE HILL ASSOCIATES, LLC	SALE	24.18	14K	338.5K	24K
Dec 19, 2016	HAVERTY RAWSON JR	SALE	24.18	14K	338.5K	24K
Nov 29, 2016	TAYLOR JANET E	SALE	22.02	2.27K	49.99K	24.88K
Nov 28, 2016	SCHUERMANN FRED L	SALE	21.53	2.3K	49.52K	408
Sep 16, 2016	DENIRO ALLAN J	SALE	19.72	750	14.79K	12.56K
Aug 16, 2016	SMITH CLARENCE H	SALE	20.52	10.51K	215.67K	45.58K
May 17, 2016	BURDETTE STEVEN G	SALE	18.06	4.9K	88.5K	1.49K
Dec 02, 2015	PINE HILL ASSOCIATES, LLC	SALE	24.09	5K	120.45K	0
Dec 02, 2015	HAVERTY RAWSON JR	SALE	24.09	5K	120.45K	0
Dec 02, 2015	H5, L.P.	SALE	24.09	5K	120.45K	0
Dec 01, 2015	H5, L.P.	SALE	23.99	12.5K	299.84K	5K
Dec 01, 2015	HAVERTY RAWSON JR	SALE	23.99	12.5K	299.84K	5K
Dec 01, 2015	PINE HILL ASSOCIATES, LLC	SALE	23.99	12.5K	299.84K	5K
Nov 30, 2015	BURDETTE STEVEN G	SALE	24.28	3.5K	84.98K	2.59K
Nov 30, 2015	HAVERTY RAWSON JR	SALE	24.24	300	7.27K	400
Nov 16, 2015	SCHUERMANN FRED L	SALE	22.87	2.38K	54.41K	0
Jun 15, 2015	HAVERTY RAWSON JR	SALE	22.04	3.69K	81.2K	700
Jun 05, 2015	HAVERTY RAWSON JR	SALE	21.00	2.82K	59.18K	769
Dec 17, 2014	PINE HILL ASSOCIATES, LLC	SALE	21.34	10K	213.37K	0
Dec 17, 2014	H5, L.P.	SALE	21.34	10K	213.37K	0
Dec 17, 2014	HAVERTY RAWSON JR	SALE	21.34	10K	213.37K	0
Dec 16, 2014	H5, L.P.	SALE	21.15	20.48K	433.21K	10K
Dec 16, 2014	PINE HILL ASSOCIATES, LLC	SALE	21.15	20.48K	433.21K	10K
Dec 15, 2014	PINE HILL ASSOCIATES, LLC	SALE	21.21	8.32K	176.45K	30.48K
Dec 15, 2014	HAVERTY RAWSON JR	SALE	21.21	8.32K	176.45K	30.48K
Dec 15, 2014	H5, L.P.	SALE	21.21	8.32K	176.45K	30.48K
Dec 12, 2014	H5, L.P.	SALE	21.34	1.2K	25.61K	38.8K
Dec 12, 2014	HAVERTY RAWSON JR	SALE	21.34	1.2K	25.61K	38.8K
Dec 12, 2014	PINE HILL ASSOCIATES, LLC	SALE	21.34	1.2K	25.61K	38.8K
Mar 18, 2010	HAVERTY RAWSON JR	SALE	16.14	20K	322.85K	0
Mar 18, 2010	SMITH CLARENCE H	SALE	16.07	12.28K	197.4K	85.24K
Mar 17, 2010	HAVERTY RAWSON JR	SALE	16.26	20K	325.15K	20K
Mar 16, 2010	BURDETTE STEVEN G	SALE	16.20	3.44K	55.67K	20.62K
Mar 16, 2010	PARKER JENNY H	SALE	16.23	3.75K	60.86K	16.67K
Mar 09, 2010	HAVERTY RAWSON JR	SALE	15.86	20K	317.2K	0
Mar 08, 2010	HAVERTY RAWSON JR	SALE	15.79	20K	315.8K	20K
Nov 24, 2009	HAVERTY RAWSON JR	SALE	11.92	4.58K	54.58K	11.07K
Nov 17, 2009	TAYLOR JANET E	SALE	11.93	1.72K	20.49K	7.23K
Sep 09, 2009	BURDETTE STEVEN G	SALE	11.52	6.4K	73.73K	19.56K
Sep 03, 2009	HAVERTY RAWSON JR	SALE	11.22	2.5K	28.05K	15.65K
Aug 11, 2009	MCGAUGHEY FRANK S III	SALE	11.62	5.3K	61.62K	33.42K
Aug 10, 2009	PARKER JENNY H	SALE	12.31	1.92K	23.57K	16.67K
Jun 22, 2009	RIDLEY CLARENCE H	SALE	9.25	5K	46.25K	32.12K
Jun 19, 2009	RIDLEY CLARENCE H	SALE	9.50	4.6K	43.7K	37.12K
Jun 03, 2009	TAYLOR JANET E	SALE	10.86	2K	21.72K	8.94K
May 28, 2009	MCGAUGHEY FRANK S III	SALE	10.11	4.2K	42.47K	38.72K
May 21, 2009	HAVERTY RAWSON JR	SALE	9.20	2.46K	22.63K	18.15K
Mar 10, 2009	HAVERTY RAWSON JR	SALE	8.17	6.8K	55.59K	0
Feb 24, 2009	BURDETTE STEVEN G	SALE	9.45	3.5K	33.08K	27.61K
Jan 30, 2009	HAVERTY RAWSON JR	SALE	8.00	5.3K	42.4K	0
Sep 10, 2008	PARKER JENNY H	SALE	11.75	2.7K	31.73K	19.8K
Jun 09, 2008	SEAMONDS JUSTIN P	SALE	9.15	900	8.24K	11.91K
May 22, 2007	SEAMONDS JUSTIN P	SALE	12.29	503	6.18K	10.82K
Aug 18, 2006	PARKER JENNY H	SALE	14.75	3.9K	57.53K	18.15K
Aug 16, 2006	HAVERTY RAWSON	SALE	15.16	42.5K	644.24K	3.5K
Aug 15, 2006	HAVERTY RAWSON	SALE	14.97	14.3K	214.07K	71K
Aug 14, 2006	HAVERTY RAWSON	SALE	14.90	8.4K	125.22K	87.4K
Aug 10, 2006	HAVERTY RAWSON	SALE	15.01	25.2K	378.19K	95.8K
Jun 15, 2006	SEAMONDS JUSTIN P	SALE	15.73	341	5.36K	8.55K
Feb 27, 2006	HAVERTY RAWSON	SALE	14.40	2.33K	33.55K	186.78K
Nov 08, 2005	HAVERTY RAWSON	SALE	12.29	11.02K	135.45K	126.9K
Jun 10, 2005	HAVERTY RAWSON	SALE	14.27	1.69K	24.14K	0
Mar 22, 2005	BURDETTE STEVEN G	SALE	16.35	2.8K	45.78K	16.02K
Mar 11, 2005	BURDETTE STEVEN G	SALE	16.25	2.9K	47.13K	18.82K
Mar 09, 2005	BURDETTE STEVEN G	SALE	16.50	100	1.65K	21.72K
Dec 16, 2004	HAVERTY RAWSON	PURCHASE	18.00	2K	36K	705.29K
Nov 17, 2004	CLARY J EDWARD	SALE	20.37	4K	81.48K	25.69K
Nov 10, 2004	HOHMAN GERALD M	SALE	19.58	6.6K	129.23K	25.49K
May 25, 2004	HAVERTY RAWSON	SALE	17.75	47.08K	835.65K	126.9K
Mar 18, 2004	BURDETTE STEVEN G	SALE	20.89	2.8K	58.5K	14.82K
Mar 17, 2004	BURDETTE STEVEN G	SALE	21.56	3K	64.67K	13.12K
Mar 16, 2004	HAVERTY BEN M	SALE	21.77	2K	43.54K	2.44K
Mar 12, 2004	HAVERTY RAWSON JR	SALE	22.71	2.8K	63.59K	4.39K
Mar 11, 2004	HAVERTY RAWSON JR	SALE	21.76	4.2K	91.39K	7.19K
Mar 10, 2004	HAVERTY RAWSON JR	SALE	21.90	500	10.95K	11.39K
Feb 18, 2004	SEAMONDS JUSTIN P	PURCHASE	21.20	250	5.3K	250
Feb 17, 2004	CURRAN THOMAS P	SALE	21.04	5K	105.22K	67.22K
Feb 17, 2004	HAVERTY RAWSON JR	SALE	21.00	7.5K	157.5K	11.89K
Dec 18, 2003	HAVERTY RAWSON JR	SALE	20.16	2.5K	50.4K	19.39K
Dec 17, 2003	HAVERTY RAWSON JR	SALE	19.96	2.5K	49.9K	21.89K
Nov 28, 2003	CURRAN THOMAS P	SALE	21.54	18.6K	400.64K	48.48K
Nov 19, 2003	RIDLEY CLARENCE H	SALE	21.03	3K	63.09K	8.96K
Nov 18, 2003	SMITH CLARENCE H	SALE	21.27	7.72K	164.09K	57.16K
Nov 17, 2003	RIDLEY CLARENCE H	SALE	21.01	3K	63.03K	11.96K
Nov 14, 2003	PARKER JENNY H	SALE	22.08	5.5K	121.44K	13.44K
Nov 10, 2003	HAVERTY BEN M	SALE	21.81	2K	43.62K	4.44K
Nov 10, 2003	SCHUERMANN FRED L	SALE	21.80	6K	130.8K	1.39K
Oct 23, 2003	HAVERTY RAWSON	PURCHASE	20.50	5.87K	120.23K	734.1K
Sep 15, 2003	GLOVER JOHN T	SALE	19.22	4K	76.88K	26.92K
Sep 08, 2003	HOHMAN GERALD M	SALE	20.26	5.3K	107.38K	24.54K
Sep 08, 2003	CLARY J EDWARD	SALE	20.00	3K	60K	20.12K
Aug 28, 2003	HAVERTY RAWSON	SALE	16.96	7K	118.72K	178.28K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES20.99K1

NET SHARES-20.99K1

SHARES HELD71.71K1

% NET SHARES-129.27%0%

Frequently Asked Questions