How many institutions own PDLB 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 PDLB shares is 130, representing 49.28% of the company's common stock.

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

RHUMBLINE ADVISERS, in the last quarter, reduced its stake in PDLB by -6.97% restricting it's holding to 25.24 thousand shares of worth nearly $503.36K. MORGAN STANLEY also lessened -22.65% of the PDLB shares from its portfolio, reducing its holding to 26.12 thousand shares of worth $520.75K. CITADEL ADVISORS LLC also shunned PDLB shares holding by -32.93% last quarter which brought its holding to 57.54 thousand shares worth $1.15M.

Investors who are buying PDLB stock?

As per its latest 13F filing, OCCUDO QUANTITATIVE STRATEGIES LP increased its stake in PDLB by 100% in the last quarter. The institutional holder raised its holding to 19.93 thousand shares having worth more than $397.40K. AQR CAPITAL MANAGEMENT LLC also added 31.37% more shares of PDLB to its portfolio, raising its holding to 23.1 thousand shares of worth $460.60K. CREATIVE PLANNING also increased its PDLB shares holding by 9.4% which brought its holding to 26.43 thousand shares worth $527.07K.

PDLB's major insiders: who are they?

The insider with the most stakes in PDLB is Tsavaris Steven , Executive Chairman at the company. Additionally, PDLB stock is highly held by Lugo Nick R. and President & CEO NAUDON CARLOS P among others.

Did an insider recently sell PDLB stock?

Company executives, directors, and other insiders own 18.19% percent of Ponce Financial Group, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which PDLB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include KOUZILOS IOANNIS, RODRIGUEZ DAVID, and GONZALEZ LUIS GERARDO JR..

Which insider recently purchased PDLB stock?

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

How much of PDLB does insiders own?

Around 0 Ponce Financial Group, Inc. shares are held by insiders, which represents about 18.19% of PDLB stock.

Who is the insider with the largest stake?

PDLB Executive Chairman, Tsavaris Steven holds the largest portfolio of the company's shares. PDLB shares owned by Tsavaris total nearly 305.02 thousand.

Which institution holds the most shares in PDLB?

OCCUDO QUANTITATIVE STRATEGIES LP is the largest institutional owner in PDLB which holds 19.93 thousand shares worth $397.40K or 0.09% of the total PDLB shares outstanding followed by STILWELL VALUE LLC with ownership of 20 thousand shares representing 0.09% of the PDLB ownership. AQR CAPITAL MANAGEMENT LLC is the third largest stakeholder with 23.1 thousand shares or 0.1% of the ownership worth more than $460.60K.

Is Ponce Financial Group, 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 PDLB is concerned, it is a stock which is optionable.

Is there a short position on PDLB's shares?

Number of PDLB shares short is 292.24K. 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 PDLB shares are there?

As of today, 24.19M shares of PDLB are outstanding.

Is there many float in PDLB 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, PDLB has 19.21M shares in float.

PDLB 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 PDLB is 4.81.

Ponce Financial Group (PDLB) 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 Shares1.21

Short Percent Of Float1.4

Shares Outstanding24.19M

Shares Float19.21M

Shares Short292.24K

Short Ratio4.81

1.4%

Short % of Float

1.21%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

18.19% Percentage of Shares held by All Insiders

49.28% Percentage of Shares held by All Institutions

60.24% Percentage of Float held by Institutions

130

Number of Institutions Holding Shares

Institutional Ownership

About 49.28% of PDLB shares are held by financial institutions. OCCUDO QUANTITATIVE STRATEGIES LP is the top corporate investor, holding 19.93K shares valued at $397.40K. A 0.09% stake in Ponce Financial Group, Inc. is owned by the company. STILWELL VALUE LLC owns 20K shares valued at $398.80K, which translates its holding of 0.09% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	OCCUDO QUANTITATIVE STRATEGIES LP	0.09%	19.93K	397.4K	19.93K	+100.00%
Jun 30, 2026	STILWELL VALUE LLC	0.09%	20K	398.8K	0	0
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.1%	23.1K	460.6K	5.52K	+31.37%
Jun 30, 2026	RHUMBLINE ADVISERS	0.11%	25.24K	503.36K	-1.89K	-6.97%
Jun 30, 2026	MORGAN STANLEY	0.11%	26.12K	520.75K	-7.65K	-22.65%
Jun 30, 2026	CREATIVE PLANNING	0.11%	26.43K	527.07K	2.27K	+9.40%
Jun 30, 2026	STATE OF WISCONSIN INVESTMENT BOARD	0.16%	37.15K	740.79K	18.47K	+98.86%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.27%	63.17K	1.26M	1.99K	+3.25%
Jun 30, 2026	CITADEL ADVISORS LLC	0.25%	57.54K	1.15M	-28.25K	-32.93%
Jun 30, 2026	ALGERT GLOBAL LLC	0.39%	89.95K	1.79M	41.03K	+83.88%
Jun 30, 2026	EMPIRICAL FINANCE, LLC	0.5%	114.18K	2.28M	-133.21K	-53.85%
Jun 30, 2026	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.56%	130K	2.59M	11.24K	+9.47%
Jun 30, 2026	VANGUARD FIDUCIARY TRUST CO	0.61%	139.75K	2.79M	1.65K	+1.20%
Jun 30, 2026	NORTHERN TRUST CORP	0.71%	162.59K	3.24M	15.21K	+10.32%
Jun 30, 2026	MANGROVE PARTNERS	0.83%	191.34K	3.82M	0	0
Jun 30, 2026	RENAISSANCE TECHNOLOGIES LLC	1%	231.14K	4.61M	-11K	-4.54%
Jun 30, 2026	AMERICAN CENTURY COMPANIES INC	1.02%	234.91K	4.68M	192.01K	+447.65%
Jun 30, 2026	ALLIANCEBERNSTEIN L.P.	1.56%	358.48K	5.99M	69.45K	+24.03%
Jun 30, 2026	MARSHALL WACE, LLP	0.66%	151.27K	3.02M	-23.12K	-13.26%
Jun 30, 2026	STATE STREET CORP	1.65%	380.81K	7.59M	41.89K	+12.36%
Jun 30, 2026	GEODE CAPITAL MANAGEMENT, LLC	2.15%	496.28K	9.9M	32.97K	+7.12%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.2%	508.1K	10.13M	3.54K	+0.70%
Jun 30, 2026	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	8.3%	1.91M	38.14M	7.75K	+0.41%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0%	130	2.59K	130	+100.00%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0%	132	2.63K	99	+300.00%
Jun 30, 2026	SBI SECURITIES CO., LTD.	0%	143	2.85K	143	+100.00%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0%	246	4.91K	0	0
Jun 30, 2026	STERLING CAPITAL MANAGEMENT LLC	0%	408	8.14K	-243	-37.33%
Jun 30, 2026	AMERICAN CAPITAL ADVISORY, LLC	0.01%	1.4K	27.92K	-1.4K	-50.00%
Jun 30, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.69K	33.68K	0	0
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.92K	38.37K	757	+64.87%
Jun 30, 2026	MASSMUTUAL TRUST CO FSB/ADV	0.01%	2.13K	42.41K	0	0
Jun 30, 2026	FMR LLC	0.01%	2.9K	57.86K	1.95K	+204.73%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	0.01%	3.31K	66.02K	-886	-21.11%
Jun 30, 2026	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	4.76K	94.99K	2.9K	+155.58%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.02%	4.9K	97.73K	4.9K	+100.00%
Jun 30, 2026	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	6.29K	125.32K	0	0
Jun 30, 2026	JPMORGAN CHASE & CO	0.05%	10.79K	215.6K	2.76K	+34.37%
Jun 30, 2026	INVESCO LTD.	0.05%	12.46K	248.47K	1.88K	+17.76%
Jun 30, 2026	VANGUARD PORTFOLIO MANAGEMENT LLC	0.59%	135.78K	2.71M	23.18K	+20.58%
Jun 30, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.03%	7.27K	144.94K	0	0
Jun 30, 2026	CITIGROUP INC	0.04%	9.79K	195.15K	6.88K	+236.09%
Jun 30, 2026	PEKIN HARDY STRAUSS, INC.	0.04%	10K	199.4K	0	0
Jun 30, 2026	VANGUARD CAPITAL MANAGEMENT LLC	3.81%	877.78K	17.5M	7.42K	+0.85%
Jun 30, 2026	DIMENSIONAL FUND ADVISORS LP	4.14%	954.54K	19.03M	15.44K	+1.64%
Jun 30, 2026	M3F, INC.	7.37%	1.7M	33.88M	-305K	-15.22%
Jun 30, 2026	BLACKROCK, INC.	7.53%	1.74M	34.6M	113.64K	+7.01%
Jun 30, 2026	SEI INVESTMENTS CO	0.12%	26.7K	532.46K	-23.75K	-47.08%
Jun 30, 2026	NUVEEN, LLC	0.14%	33.04K	658.74K	3.68K	+12.54%
Jun 30, 2026	EAM INVESTORS, LLC	0.15%	35.19K	701.59K	-1.45K	-3.96%
Jun 30, 2026	ZACKS INVESTMENT MANAGEMENT	0.16%	36.42K	726.3K	-1.84K	-4.81%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.17%	38.8K	773.69K	38.8K	+100.00%
Jun 30, 2026	BEESE FULMER INVESTMENT MANAGEMENT, INC.	0.18%	40.54K	808.27K	2	0.00%
Jun 30, 2026	WITTENBERG INVESTMENT MANAGEMENT, INC.	0.2%	45.81K	913.37K	-18.41K	-28.67%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.24%	54.88K	1.09M	1.44K	+2.69%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	0.26%	60.8K	1.21M	60.8K	+100.00%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	60.8K	1.21M	6.23K	+11.41%
Jun 30, 2026		0.59%	135.78K	2.71M	23.18K	+20.58%
Jun 30, 2026	FIRST PACIFIC ADVISORS, LP	0.79%	181.56K	3.62M	0	0
Jun 30, 2026	FRANKLIN RESOURCES INC	0.05%	11.36K	226.52K	0	0
Jun 30, 2026	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	11.45K	228.23K	0	0
Jun 30, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.07%	15.51K	309.17K	13.15K	+558.39%
Jun 30, 2026	OPEROSE ADVISORS LLC	0.05%	12K	239.28K	0	0
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.07%	16.98K	338.66K	9.55K	+128.53%
Jun 30, 2026	UBS GROUP AG	0.08%	17.55K	349.97K	-1.85K	-9.54%
Jun 30, 2026	TREXQUANT INVESTMENT LP	0.08%	18.61K	371.16K	-36.93K	-66.49%
Jun 30, 2026	DEUTSCHE BANK AG\	0.09%	19.75K	393.76K	13.32K	+207.01%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.07%	15.46K	258.27K	-28.08K	-64.50%
Mar 31, 2026		0.05%	12K	201.78K	12K	+100.00%
Mar 31, 2026	RHUMBLINE ADVISERS	0.12%	27.14K	453.42K	-96	-0.35%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.23%	53.45K	893.1K	-1.83K	-3.32%
Mar 31, 2026	BEESE FULMER INVESTMENT MANAGEMENT, INC.	0.18%	40.53K	677.31K	-2	0.00%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	0.19%	42.89K	716.76K	22.13K	+106.55%
Mar 31, 2026	TREXQUANT INVESTMENT LP	0.24%	55.54K	928.11K	15.79K	+39.71%
Mar 31, 2026	WITTENBERG INVESTMENT MANAGEMENT, INC.	0.28%	64.22K	1.07M	0	0
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	2.02%	463.32K	7.74M	2.07K	+0.45%
Mar 31, 2026	INVESCO LTD.	0.05%	10.58K	176.83K	-1.84K	-14.80%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.05%	11.36K	189.83K	11.36K	+100.00%
Mar 31, 2026	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	11.45K	191.26K	0	0
Mar 31, 2026	STILWELL VALUE LLC	0.09%	20K	334.2K	0	0
Mar 31, 2026	CREATIVE PLANNING	0.11%	24.16K	403.73K	7.33K	+43.54%
Mar 31, 2026	PANAGORA ASSET MANAGEMENT INC	0.11%	25.23K	421.63K	-11.49K	-31.28%
Mar 31, 2026	JANE STREET GROUP, LLC	0.11%	26.13K	436.57K	10.32K	+65.26%
Mar 31, 2026	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.52%	118.76K	1.98M	11.49K	+10.71%
Mar 31, 2026	IFP ADVISORS, INC	0%	974	16.28K	962	+8,016.67%
Mar 31, 2026	CWM, LLC	0%	1.07K	17.81K	75	+7.57%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0%	1.12K	13.04K	1.11K	+13,887.50%
Mar 31, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.69K	28.22K	0	0
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.01%	1.82K	30.48K	0	0
Mar 31, 2026	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.86K	31.15K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.9K	31.67K	1.9K	+100.00%
Mar 31, 2026	MASSMUTUAL TRUST CO FSB/ADV	0.01%	2.13K	35.54K	0	0
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	2.36K	39.35K	-45	-1.88%
Mar 31, 2026	AMERICAN CAPITAL ADVISORY, LLC	0.01%	2.8K	46.79K	0	0
Mar 31, 2026	CITIGROUP INC	0.01%	2.91K	48.66K	-544	-15.74%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.02%	4.2K	70.13K	-253	-5.69%
Mar 31, 2026	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	6.29K	105.02K	0	0
Mar 31, 2026	DEUTSCHE BANK AG\	0.03%	6.43K	107.48K	-12.1K	-65.30%
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.03%	7.27K	121.47K	7.27K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.03%	7.43K	124.19K	-36.92K	-83.24%
Mar 31, 2026	JPMORGAN CHASE & CO	0.04%	8.03K	133.32K	-6.61K	-45.14%
Mar 31, 2026	NORTHERN TRUST CORP	0.64%	147.38K	2.46M	7.64K	+5.47%
Mar 31, 2026	FIRST PACIFIC ADVISORS, LP	0.79%	181.56K	3.03M	0	0
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	1.05%	242.14K	4.05M	21.89K	+9.94%
Mar 31, 2026	EMPIRICAL FINANCE, LLC	1.08%	247.39K	4.13M	40.18K	+19.39%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	4.09%	939.1K	15.69M	25.63K	+2.81%
Mar 31, 2026	BLACKROCK, INC.	7.05%	1.62M	27.1M	-10.1K	-0.62%
Mar 31, 2026	M3F, INC.	8.72%	2M	33.49M	147.98K	+7.97%
Mar 31, 2026	STATE OF WISCONSIN INVESTMENT BOARD	0.08%	18.68K	312.18K	18.68K	+100.00%
Mar 31, 2026	OPEROSE ADVISORS LLC	0.05%	12K	200.52K	0	0
Mar 31, 2026	MORGAN STANLEY	0.15%	33.76K	564.16K	-17.97K	-34.73%
Mar 31, 2026	ZACKS INVESTMENT MANAGEMENT	0.17%	38.27K	639.43K	-2.15K	-5.32%
Mar 31, 2026	UBS GROUP AG	0.08%	19.4K	324.19K	3.11K	+19.08%
Mar 31, 2026	GAMCO INVESTORS, INC. ET AL	0.17%	38.72K	646.98K	0	0
Mar 31, 2026	XTX TOPCO LTD	0.17%	39.65K	662.55K	39.65K	+100.00%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.24%	54.57K	911.9K	-5.98K	-9.88%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.27%	61.18K	1.02M	10.01K	+19.55%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.52%	120.08K	2.01M	3.13K	+2.68%
Mar 31, 2026	VANGUARD CAPITAL MANAGEMENT LLC	3.79%	870.37K	14.54M	870.37K	+100.00%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.08%	17.58K	293.81K	3.84K	+27.92%
Mar 31, 2026	EAM INVESTORS, LLC	0.16%	36.64K	612.17K	-34.88K	-48.77%
Mar 31, 2026	CITADEL ADVISORS LLC	0.37%	85.79K	1.43M	30.36K	+54.76%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.6%	138.1K	2.31M	138.1K	+100.00%
Mar 31, 2026	MARSHALL WACE, LLP	0.76%	174.39K	2.91M	53.95K	+44.79%
Mar 31, 2026	MANGROVE PARTNERS	0.83%	191.34K	3.2M	0	0
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	1.26%	289.03K	4.73M	81.73K	+39.43%
Mar 31, 2026	STATE STREET CORP	1.47%	338.92K	5.66M	3.46K	+1.03%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.19%	504.56K	8.43M	1.66K	+0.33%
Mar 31, 2026	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	8.29%	1.91M	31.84M	8.37K	+0.44%
Mar 31, 2026	PEKIN HARDY STRAUSS, INC.	0.04%	10K	167.1K	10K	+100.00%
Mar 31, 2026	NUVEEN, LLC	0.13%	29.36K	490.52K	0	0
Mar 31, 2026	ALGERT GLOBAL LLC	0.21%	48.92K	817.42K	48.92K	+100.00%
Mar 31, 2026	SEI INVESTMENTS CO	0.22%	50.46K	843.14K	1.07K	+2.16%
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.24%	54.85K	916.53K	38.36K	+232.54%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.2%	502.9K	8.22M	6.8K	+1.37%
Dec 31, 2025	OPEROSE ADVISORS LLC	0.05%	12K	196.2K	0	0
Dec 31, 2025	M3F, INC.	8.13%	1.86M	30.35M	-400K	-17.73%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	4%	913.47K	14.94M	9.39K	+1.04%
Dec 31, 2025	EMPIRICAL FINANCE, LLC	0.91%	207.21K	3.39M	-27.44K	-11.69%
Dec 31, 2025	MARSHALL WACE, LLP	0.53%	120.45K	1.97M	50.54K	+72.29%
Dec 31, 2025	EAM INVESTORS, LLC	0.31%	71.52K	1.17M	71.52K	+100.00%
Dec 31, 2025	WITTENBERG INVESTMENT MANAGEMENT, INC.	0.28%	64.22K	1.05M	0	0
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.27%	60.55K	990.04K	490	+0.82%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.24%	55.28K	903.82K	-2.24K	-3.89%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.22%	51.17K	836.68K	26.99K	+111.59%
Dec 31, 2025	BEESE FULMER INVESTMENT MANAGEMENT, INC.	0.18%	40.54K	662.75K	-837	-2.02%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.51%	116.95K	1.91M	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.24%	55.43K	906.35K	32.49K	+141.58%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.19%	43.53K	711.77K	-9.54K	-17.97%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.03%	6.89K	113K	6.89K	+100.00%
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	6.29K	102.76K	0	0
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	4.45K	72.76K	522	+13.29%
Dec 31, 2025	CITIGROUP INC	0.02%	3.46K	56.51K	59	+1.74%
Dec 31, 2025	AMERICAN CAPITAL ADVISORY, LLC	0.01%	2.8K	45.78K	0	0
Dec 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.01%	2.13K	34.78K	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.01%	2K	32.75K	9	+0.45%
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.86K	30.48K	0	0
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.01%	1.82K	29.82K	0	0
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.69K	27.62K	0	0
Dec 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0.01%	1.13K	18.54K	-223	-16.43%
Dec 31, 2025	CWM, LLC	0%	991	16K	250	+33.74%
Dec 31, 2025	AMALGAMATED BANK	0%	618	10K	-72	-10.43%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.02%	461.24K	7.54M	-2.28K	-0.49%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	11.45K	187.14K	0	0
Dec 31, 2025	BLACKROCK, INC.	7.15%	1.63M	26.68M	6.69K	+0.41%
Dec 31, 2025	VANGUARD GROUP INC	4.88%	1.11M	18.21M	442	+0.04%
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0%	23	376	3	+15.00%
Dec 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	8.31%	1.9M	31.01M	-51.29K	-2.63%
Dec 31, 2025	STATE STREET CORP	1.47%	335.46K	5.48M	203	+0.06%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.96%	220.25K	3.6M	39.41K	+21.79%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	0.91%	207.3K	3.39M	21.5K	+11.57%
Dec 31, 2025	MANGROVE PARTNERS	0.84%	191.34K	3.13M	11.65K	+6.48%
Dec 31, 2025	FIRST PACIFIC ADVISORS, LP	0.8%	181.56K	2.97M	0	0
Dec 31, 2025	NORTHERN TRUST CORP	0.61%	139.74K	2.28M	-11.6K	-7.67%
Dec 31, 2025	MORGAN STANLEY	0.23%	51.73K	845.75K	1.31K	+2.60%
Dec 31, 2025	SEI INVESTMENTS CO	0.22%	49.39K	807.53K	49.39K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.19%	44.36K	725.22K	29.28K	+194.12%
Dec 31, 2025	CREATIVE PLANNING	0.07%	16.83K	275.2K	2.99K	+21.61%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.07%	16.49K	269.68K	16.49K	+100.00%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.06%	13.75K	224.73K	13.75K	+100.00%
Dec 31, 2025	INVESCO LTD.	0.05%	12.42K	203.07K	-554	-4.27%
Dec 31, 2025	OCCUDO QUANTITATIVE STRATEGIES LP	0.05%	12.05K	197.07K	12.05K	+100.00%
Dec 31, 2025	ZACKS INVESTMENT MANAGEMENT	0.18%	40.42K	660.8K	40.42K	+100.00%
Dec 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.25%	57.75K	814.9K	534	+0.93%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.17%	39.76K	650.01K	11.81K	+42.28%
Dec 31, 2025	GAMCO INVESTORS, INC. ET AL	0.17%	38.72K	633.04K	0	0
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.09%	20.77K	339.54K	2.55K	+14.00%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.16%	36.79K	601.45K	36.79K	+100.00%
Dec 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.16%	36.72K	600.36K	7.62K	+26.19%
Dec 31, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.05%	11.36K	185.74K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0%	529	9K	218	+70.10%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0%	170	2.78K	170	+100.00%
Dec 31, 2025	COVESTOR LTD	0%	147	2K	-37	-20.11%
Dec 31, 2025	FEDERATED HERMES, INC.	0%	130	2.13K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	62	1.01K	-11	-15.07%
Dec 31, 2025	BARCLAYS PLC	0.13%	30.67K	501.5K	2.91K	+10.47%
Dec 31, 2025	NUVEEN, LLC	0.13%	29.36K	479.95K	0	0
Dec 31, 2025	RHUMBLINE ADVISERS	0.12%	27.23K	445.22K	-3.13K	-10.30%
Dec 31, 2025	STILWELL VALUE LLC	0.09%	20K	327K	0	0
Dec 31, 2025	DEUTSCHE BANK AG\	0.08%	18.54K	303.06K	0	0
Dec 31, 2025	UBS GROUP AG	0.07%	16.29K	266.39K	1.6K	+10.90%
Dec 31, 2025	JANE STREET GROUP, LLC	0.07%	15.81K	258.48K	-10.89K	-40.78%
Dec 31, 2025	JPMORGAN CHASE & CO	0.06%	14.64K	239.37K	-6.34K	-30.22%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.47%	107.27K	1.75M	5.99K	+5.92%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.06%	13.05K	191.85K	0	0
Sep 30, 2025	INVESCO LTD.	0.06%	12.97K	190.72K	775	+6.35%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	11.45K	168.26K	0	0
Sep 30, 2025	WITTENBERG INVESTMENT MANAGEMENT, INC.	0.28%	64.22K	943.99K	0	0
Sep 30, 2025	MORGAN STANLEY	0.22%	50.42K	741.13K	-9.66K	-16.08%
Sep 30, 2025	BARCLAYS PLC	0.12%	27.77K	408.18K	-5.09K	-15.50%
Sep 30, 2025	JANE STREET GROUP, LLC	0.12%	26.7K	392.45K	9.62K	+56.33%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.11%	24.19K	355.52K	3.14K	+14.93%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.25%	57.52K	845.51K	4.97K	+9.45%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	60.06K	882.93K	-2.37K	-3.80%
Sep 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.13%	29.1K	427.76K	17.86K	+158.82%
Sep 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.01%	2.13K	31.27K	0	0
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	1.99K	29.31K	0	0
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.86K	27.4K	0	0
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.01%	1.82K	26.81K	0	0
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.69K	24.83K	0	0
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.01%	1.36K	19.95K	839	+161.97%
Sep 30, 2025	FMR LLC	0%	1.03K	15.13K	3	+0.29%
Sep 30, 2025	CWM, LLC	0%	741	11K	367	+98.13%
Sep 30, 2025	AMALGAMATED BANK	0%	690	10K	0	0
Sep 30, 2025	OPTIVER HOLDING B.V.	0%	338	4.97K	338	+100.00%
Sep 30, 2025	COVESTOR LTD	0%	184	3K	-8	-4.17%
Sep 30, 2025	FEDERATED HERMES, INC.	0%	130	1.91K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	73	1.07K	34	+87.18%
Sep 30, 2025	C M BIDWELL & ASSOCIATES LTD	0%	42	617	0	0
Sep 30, 2025	NORTHERN TRUST CORP	0.67%	151.35K	2.22M	-5.77K	-3.67%
Sep 30, 2025	MANGROVE PARTNERS	0.79%	179.7K	2.64M	16.34K	+10.00%
Sep 30, 2025	EMPIRICAL FINANCE, LLC	1.03%	234.65K	3.45M	0	0
Sep 30, 2025	STATE STREET CORP	1.48%	335.26K	4.93M	-5.24K	-1.54%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.04%	463.53K	6.82M	-16.73K	-3.48%
Sep 30, 2025	M3F, INC.	9.93%	2.26M	33.16M	-59.73K	-2.58%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.18%	496.11K	7.29M	188	+0.04%
Sep 30, 2025	CITADEL ADVISORS LLC	0.1%	22.95K	337.31K	-7.22K	-23.92%
Sep 30, 2025	STILWELL VALUE LLC	0.09%	20K	294K	0	0
Sep 30, 2025	OPEROSE ADVISORS LLC	0.05%	12K	176.4K	0	0
Sep 30, 2025	HRT FINANCIAL LP	0.05%	10.47K	153K	10.47K	+100.00%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	6.29K	92.39K	2.4K	+61.65%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	2.7K	39.66K	1.98K	+275.77%
Sep 30, 2025	BLACKROCK, INC.	7.15%	1.63M	23.89M	-7.19K	-0.44%
Sep 30, 2025	FIRST PACIFIC ADVISORS, LP	0.8%	181.56K	2.67M	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0.09%	20.98K	308.42K	7.52K	+55.82%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.04%	8.94K	131.37K	-2.07K	-18.81%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.8%	180.84K	2.66M	35.3K	+24.26%
Sep 30, 2025	MARSHALL WACE, LLP	0.31%	69.91K	1.03M	45.96K	+191.95%
Sep 30, 2025	AMERICAN CAPITAL ADVISORY, LLC	0.01%	2.8K	41.16K	0	0
Sep 30, 2025	CITIGROUP INC	0.02%	3.4K	49.94K	-4.77K	-58.38%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.51%	116.95K	1.72M	0	0
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.05%	11.36K	166.99K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	3.93K	57.74K	2.01K	+104.48%
Sep 30, 2025	DEUTSCHE BANK AG\	0.08%	18.54K	272.48K	0	0
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.12%	27.94K	410.76K	9.73K	+53.38%
Sep 30, 2025	NUVEEN, LLC	0.13%	29.36K	431.52K	0	0
Sep 30, 2025	RHUMBLINE ADVISERS	0.13%	30.36K	446.24K	4.01K	+15.22%
Sep 30, 2025	GAMCO INVESTORS, INC. ET AL	0.17%	38.72K	569.16K	0	0
Sep 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	8.58%	1.95M	28.64M	-3.34K	-0.17%
Sep 30, 2025	VANGUARD GROUP INC	4.9%	1.11M	16.37M	10.22K	+0.93%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.98%	904.08K	13.29M	5.14K	+0.57%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.82%	185.8K	2.73M	51.5K	+38.35%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.45%	101.28K	1.49M	27.16K	+36.65%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.25%	57.22K	841.12K	-2.26K	-3.79%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.23%	53.07K	780.11K	1.65K	+3.21%
Sep 30, 2025	BEESE FULMER INVESTMENT MANAGEMENT, INC.	0.18%	41.37K	608.17K	-3.55K	-7.91%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.08%	18.22K	267.78K	-162	-0.88%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.07%	15.08K	221.69K	2.46K	+19.48%
Sep 30, 2025	UBS GROUP AG	0.06%	14.69K	215.96K	-3.54K	-19.42%
Sep 30, 2025	CREATIVE PLANNING	0.06%	13.84K	203.46K	402	+2.99%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.06%	13.24K	194.64K	-2.09K	-13.66%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.23%	52.55K	727.33K	2.51K	+5.01%
Jun 30, 2025	RHUMBLINE ADVISERS	0.12%	26.35K	364.65K	6.23K	+30.97%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	24.83K	343.58K	-982	-3.81%
Jun 30, 2025	MARSHALL WACE, LLP	0.11%	23.95K	331.4K	23.95K	+100.00%
Jun 30, 2025	CORNERSTONE INVESTMENT PARTNERS, LLC	0.05%	10.59K	146.51K	10.59K	+100.00%
Jun 30, 2025	CITIGROUP INC	0.04%	8.16K	112.96K	-6.55K	-44.54%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	3.51K	48.58K	1.11K	+46.49%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.51%	116.95K	1.62M	323	+0.28%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.33%	74.12K	1.03M	21.22K	+40.11%
Jun 30, 2025	WITTENBERG INVESTMENT MANAGEMENT, INC.	0.28%	64.22K	888.76K	0	0
Jun 30, 2025	UBS GROUP AG	0.08%	18.23K	252.32K	7.04K	+62.88%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.23%	51.42K	711.64K	51.42K	+100.00%
Jun 30, 2025	BEESE FULMER INVESTMENT MANAGEMENT, INC.	0.2%	44.93K	621.76K	-632	-1.39%
Jun 30, 2025	STILWELL VALUE LLC	0.09%	20K	276.8K	-10K	-33.33%
Jun 30, 2025	DEUTSCHE BANK AG\	0.08%	18.54K	256.54K	-6.19K	-25.02%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.08%	18.38K	254.35K	4.01K	+27.89%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.08%	18.22K	252.14K	18.22K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.08%	17.08K	236.35K	-4.77K	-21.84%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.07%	15.34K	212.24K	912	+6.32%
Jun 30, 2025	JPMORGAN CHASE & CO	0.06%	13.47K	186.36K	-17.82K	-56.96%
Jun 30, 2025	VANGUARD GROUP INC	4.86%	1.1M	15.27M	16.01K	+1.47%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.96%	898.93K	12.44M	36.9K	+4.28%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.18%	495.92K	6.86M	-2.41K	-0.48%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.11%	480.26K	6.65M	9.01K	+1.91%
Jun 30, 2025	STATE STREET CORP	1.5%	340.5K	4.71M	41.51K	+13.88%
Jun 30, 2025	CITADEL ADVISORS LLC	0.13%	30.16K	417.43M	2.03K	+7.20%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.09%	21.04K	291.24M	-36.41K	-63.37%
Jun 30, 2025	NUVEEN, LLC	0.13%	29.36K	406.27K	-400.36K	-93.17%
Jun 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	3.89K	53.81K	0	0
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.27%	62.43K	864.07K	4.81K	+8.35%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.26%	59.47K	823.12K	19.23K	+47.78%
Jun 30, 2025	BARCLAYS PLC	0.14%	32.86K	454K	13.41K	+68.98%
Jun 30, 2025	AMERICAN CAPITAL ADVISORY, LLC	0.01%	2.8K	38.75K	200	+7.69%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	12.62K	174.69K	1.02K	+8.74%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.06%	13.05K	180.63K	13.05K	+100.00%
Jun 30, 2025	CREATIVE PLANNING	0.06%	13.44K	186K	-103	-0.76%
Jun 30, 2025	INVESCO LTD.	0.05%	12.2K	168.83K	12.2K	+100.00%
Jun 30, 2025	OPEROSE ADVISORS LLC	0.05%	12K	166.08K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.05%	11.49K	159K	-105	-0.91%
Jun 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	11.45K	158.41K	0	0
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.05%	11.36K	157.22K	0	0
Jun 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.05%	11.24K	155.6K	11.24K	+100.00%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	11.01K	152.35K	-468	-4.08%
Jun 30, 2025		0.02%	3.89K	53.81K	0	0
Jun 30, 2025	M3F, INC.	10.19%	2.32M	32.05M	48.89K	+2.16%
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	8.59%	1.95M	27.01M	-205.11K	-9.51%
Jun 30, 2025	BLACKROCK, INC.	7.19%	1.63M	22.59M	-30.46K	-1.83%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.59%	134.3K	1.86B	5.12K	+3.96%
Jun 30, 2025	MORGAN STANLEY	0.26%	60.08K	831.48M	-13.61K	-18.47%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.05%	10.41K	144M	10.41K	+100.00%
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.01%	2.13K	29.44K	-1.31K	-38.15%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	1.99K	27.6K	0	0
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	1.92K	26.59M	-1.49K	-43.67%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	1.4K	19.39M	0	0
Jun 30, 2025	FMR LLC	0%	1.03K	14.2M	5	+0.49%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	518	7.17K	184	+55.09%
Jun 30, 2025	COVESTOR LTD	0%	192	3K	-9	-4.48%
Jun 30, 2025	C M BIDWELL & ASSOCIATES LTD	0%	42	581	0	0
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	35	484	5	+16.67%
Jun 30, 2025	TRUE WEALTH DESIGN, LLC	0%	6	84	1	+20.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	1	14	1	+100.00%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0%	0	-	-12.01K	-100.00%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0%	0	-	-32.45K	-100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-8	-100.00%
Jun 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0%	0	-	-17.73K	-100.00%
Jun 30, 2025	683 CAPITAL MANAGEMENT, LLC	0%	0	-	-55K	-100.00%
Jun 30, 2025	PDT PARTNERS, LLC	0%	0	-	-11.08K	-100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	0	-	-664	-100.00%
Jun 30, 2025	IFP ADVISORS, INC	0%	0	-	-1	-100.00%
Jun 30, 2025	COREBRIDGE FINANCIAL, INC.	0%	0	-	-9.47K	-100.00%
Jun 30, 2025	EMPIRICAL FINANCE, LLC	1.03%	234.65K	3.25M	234.65K	+100.00%
Jun 30, 2025	FIRST PACIFIC ADVISORS, LP	0.8%	181.56K	2.51M	0	0
Jun 30, 2025	MANGROVE PARTNERS	0.72%	163.36K	2.26M	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0.69%	157.12K	2.17M	-5.45K	-3.35%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.64%	145.54K	2.01M	9.5K	+6.98%
Jun 30, 2025	GAMCO INVESTORS, INC. ET AL	0.17%	38.72K	535.86K	38.72K	+100.00%
Mar 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	9.52%	2.16M	27.32M	-144.84K	-6.29%
Mar 31, 2025	ROYAL BANK OF CANADA	0.05%	11.6K	147K	-738	-5.98%
Mar 31, 2025	MORGAN STANLEY	0.33%	73.69K	933.67K	-1.39K	-1.84%
Mar 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.18%	40.24K	509.89K	-5.55K	-12.12%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.51%	116.63K	1.48M	84.71K	+265.46%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.57%	129.18K	1.64M	27.64K	+27.22%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	11.48K	145.4K	468	+4.25%
Mar 31, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.05%	11.36K	143.93K	0	0
Mar 31, 2025	UBS GROUP AG	0.05%	11.19K	141.82K	-10.76K	-49.00%
Mar 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	11.45K	145.02K	0	0
Mar 31, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.05%	12.01K	152.12K	12.01K	+100.00%
Mar 31, 2025	CREATIVE PLANNING	0.06%	13.54K	171.58K	13.54K	+100.00%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.06%	14.42K	182.74K	797	+5.85%
Mar 31, 2025	CITIGROUP INC	0.06%	14.72K	186.45K	-1.17K	-7.38%
Mar 31, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.08%	17.73K	224.64K	1	+0.01%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.2%	498.33K	6.31M	-7.51K	-1.48%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.08%	471.25K	5.97M	10.76K	+2.34%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.06%	14.37K	182.07K	-49	-0.34%
Mar 31, 2025	M3F, INC.	10%	2.27M	28.72M	1.43K	+0.06%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.8%	862.03K	10.92M	31.35K	+3.77%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.6%	136.04K	1.72M	-24.4K	-15.21%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.23%	52.9K	670.21K	-4.22K	-7.39%
Mar 31, 2025	JANE STREET GROUP, LLC	0.1%	21.85K	276.81K	21.85K	+100.00%
Mar 31, 2025	RHUMBLINE ADVISERS	0.09%	20.12K	254.88K	-1.06K	-5.02%
Mar 31, 2025	BARCLAYS PLC	0.09%	19.45K	246K	-9.64K	-33.14%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.05%	11.61K	147.06K	-744	-6.02%
Mar 31, 2025	OPEROSE ADVISORS LLC	0.05%	12K	152.04K	12K	+100.00%
Mar 31, 2025		0.07%	14.78K	187.28K	-31.22K	-67.87%
Mar 31, 2025	BEESE FULMER INVESTMENT MANAGEMENT, INC.	0.2%	45.56K	577.21K	0	0
Mar 31, 2025	DEUTSCHE BANK AG\	0.11%	24.72K	313.23K	-525	-2.08%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	25.81K	326.98K	25.81K	+100.00%
Mar 31, 2025	STILWELL VALUE LLC	0.13%	30K	380.1K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0.14%	31.29K	396.39K	-35.36K	-53.06%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.14%	32.45K	411.19K	-19.5K	-37.53%
Mar 31, 2025	KEELEY-TETON ADVISORS, LLC	0.17%	38.72K	490.56K	0	0
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.22%	50.05K	634.07K	-2.28K	-4.35%
Mar 31, 2025	683 CAPITAL MANAGEMENT, LLC	0.24%	55K	696.85K	-51.14K	-48.18%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.25%	57.46K	727.96K	-17.8K	-23.66%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	57.62K	730.06K	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.72%	162.57K	2.06M	-94	-0.06%
Mar 31, 2025	MANGROVE PARTNERS	0.72%	163.36K	2.07M	0	0
Mar 31, 2025	FIRST PACIFIC ADVISORS, LP	0.8%	181.56K	2.3M	0	0
Mar 31, 2025	STATE STREET CORP	1.32%	298.99K	3.79M	22.38K	+8.09%
Mar 31, 2025	CITADEL ADVISORS LLC	0.12%	28.14K	356.47K	334	+1.20%
Mar 31, 2025	COREBRIDGE FINANCIAL, INC.	0.04%	9.47K	120.04K	-140	-1.46%
Mar 31, 2025	PDT PARTNERS, LLC	0.05%	11.08K	140.4K	820	+7.99%
Mar 31, 2025	WITTENBERG INVESTMENT MANAGEMENT, INC.	0.28%	64.22K	813.63K	0	0
Mar 31, 2025	VANGUARD GROUP INC	4.8%	1.09M	13.78M	-1.92K	-0.18%
Mar 31, 2025	BLACKROCK, INC.	7.34%	1.66M	21.07M	-34.52K	-2.03%
Mar 31, 2024	SKYVIEW INVESTMENT ADVISORS, LLC	0.07%	16.09K	143K	16.09K	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0.74%	168.19K	1.5M	2.16K	+1.30%
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	0%	0	-	-10.86K	-100.00%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	4	35	4	+100.00%
Mar 31, 2024	COVESTOR LTD	0%	81	1K	81	+100.00%
Mar 31, 2024	AMALGAMATED BANK	0%	690	6K	-1.1K	-61.34%
Mar 31, 2024	ROYAL BANK OF CANADA	0%	812	7K	-3.36K	-80.51%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	932	8.29K	-2.14K	-69.67%
Mar 31, 2024	FMR LLC	0%	1.04K	9.22K	-89	-7.91%
Mar 31, 2024	METROPOLITAN LIFE INSURANCE CO/NY	0%	1.05K	9.32K	631	+151.68%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.01%	1.67K	14.88K	0	0
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.69K	15.03K	0	0
Mar 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	1.96K	17.42K	-1.25K	-38.92%
Mar 31, 2024	CITIGROUP INC	0.02%	3.93K	35K	1.12K	+39.72%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	4.07K	36K	2.19K	+117.20%
Mar 31, 2024	DEUTSCHE BANK AG\	0.03%	7.95K	70.74K	-281	-3.41%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.04%	9.59K	85.37K	-82	-0.85%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	10.49K	93.33K	-568	-5.14%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.06%	12.54K	111.6K	-16	-0.13%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.06%	12.58K	111.95K	1.63K	+14.93%
Mar 31, 2024	BARCLAYS PLC	0.06%	13.9K	124K	-12.79K	-47.92%
Mar 31, 2024	CAMPBELL & CO INVESTMENT ADVISER LLC	0.07%	15.96K	142K	15.96K	+100.00%
Mar 31, 2024	KEELEY-TETON ADVISORS, LLC	0.17%	38.72K	344.59K	0	0
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.17%	39.03K	347.35K	0	0
Mar 31, 2024	BEESE FULMER INVESTMENT MANAGEMENT, INC.	0.21%	48.49K	431.53K	-488	-1.00%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.23%	53.23K	473.7K	33.25K	+166.48%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.24%	54.12K	481.68K	-3.61K	-6.26%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.24%	54.36K	483.76K	-7.42K	-12.02%
Mar 31, 2024	VANGUARD GROUP INC	4.74%	1.08M	9.61M	7.35K	+0.69%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	10.57%	2.4M	21.39M	-109.4K	-4.35%
Mar 31, 2024	UBS GROUP AG	0.09%	19.59K	174.34K	-4.35K	-18.17%
Mar 31, 2024	RHUMBLINE ADVISERS	0.11%	25.21K	224.32K	951	+3.92%
Mar 31, 2024	STILWELL VALUE LLC	0.13%	30K	267K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0.15%	34.63K	308.23K	10.36K	+42.66%
Mar 31, 2024	MALTESE CAPITAL MANAGEMENT LLC	0.16%	37.26K	331.59K	-171.18K	-82.13%
Mar 31, 2024	BLACKROCK INC.	6.9%	1.57M	13.97M	-76.61K	-4.65%
Mar 31, 2024	MORGAN STANLEY	0.25%	56.05K	498.85K	1.64K	+3.02%
Mar 31, 2024	683 CAPITAL MANAGEMENT, LLC	0.47%	106.14K	944.62K	0	0
Mar 31, 2024	WITTENBERG INVESTMENT MANAGEMENT, INC.	0.46%	105.32K	937.32K	0	0
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.37%	83.89K	747K	1K	+1.21%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.28%	63.55K	565.63K	-6.55K	-9.34%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	2.86%	651.29K	5.8M	66.62K	+11.40%
Mar 31, 2024	M3F, INC.	9.51%	2.16M	19.25M	52.45K	+2.48%
Mar 31, 2024	AMERICAN CAPITAL ADVISORY, LLC	0%	0	-	-1K	-100.00%
Mar 31, 2024	PLANNED SOLUTIONS, INC.	0%	0	-	-1.2K	-100.00%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0%	0	-	-160	-100.00%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0%	0	-	-15.92K	-100.00%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0%	0	-	-11.58K	-100.00%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.05%	11.36K	101.1K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.18%	496.65K	4.42M	-12.8K	-2.51%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.93%	439.86K	3.92M	13.96K	+3.28%
Mar 31, 2024	STATE STREET CORP	1.24%	282.2K	2.51M	22.7K	+8.75%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.87%	197.39K	1.76M	-67.93K	-25.60%
Mar 31, 2024	FIRST PACIFIC ADVISORS, LP	0.8%	181.56K	1.62M	0	0
Mar 31, 2024	MANGROVE PARTNERS	0.77%	174.09K	1.55M	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.11%	24.28K	236.93K	10.99K	+82.73%
Dec 31, 2023	RHUMBLINE ADVISERS	0.11%	24.25K	236.71K	-496	-2.00%
Dec 31, 2023	UBS GROUP AG	0.11%	23.94K	233.65K	12.8K	+114.97%
Dec 31, 2023	LOS ANGELES CAPITAL MANAGEMENT LLC	0.09%	19.97K	194.94K	19.97K	+100.00%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.07%	15.92K	155.37M	1.34K	+9.22%
Dec 31, 2023	JANE STREET GROUP, LLC	0.07%	14.68K	143.23K	14.68K	+100.00%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.06%	12.56K	122.54K	2.12K	+20.28%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.05%	11.58K	113.01K	0	0
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.05%	11.36K	110.87K	0	0
Dec 31, 2023	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	11.05K	107.89K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.05%	10.95K	106.82K	1.45K	+15.22%
Dec 31, 2023	SG AMERICAS SECURITIES, LLC	0.05%	10.86K	106K	10.86K	+100.00%
Dec 31, 2023	AMERICAN INTERNATIONAL GROUP, INC.	0.04%	9.67K	94.42K	-536	-5.25%
Dec 31, 2023	DEUTSCHE BANK AG\	0.04%	8.23K	80.32K	8.23K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.02%	4.17K	41K	-513	-10.96%
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	3.2K	31.27K	-1.31K	-29.02%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	3.07K	29.99K	463	+17.74%
Dec 31, 2023	MALTESE CAPITAL MANAGEMENT LLC	0.94%	208.44K	2.03M	-46.56K	-18.26%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.87K	18K	1.6K	+588.24%
Dec 31, 2023	AMALGAMATED BANK	0.01%	1.79K	17K	-205	-10.30%
Dec 31, 2023	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.69K	16.49K	0	0
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.01%	1.67K	16.32K	-212	-11.25%
Dec 31, 2023	PLANNED SOLUTIONS, INC.	0.01%	1.2K	11.71K	1.2K	+100.00%
Dec 31, 2023	FMR LLC	0.01%	1.13K	10.98K	-207	-15.54%
Dec 31, 2023		0%	1K	9.76K	1K	+100.00%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	11.28%	2.51M	24.53M	0	0
Dec 31, 2023	METROPOLITAN LIFE INSURANCE CO/NY	0%	416	4.06K	-730	-63.70%
Dec 31, 2023	MORGAN STANLEY	0.24%	54.41K	531.02K	37.26K	+217.28%
Dec 31, 2023	STATE STREET CORP	1.17%	259.5K	2.53M	359	+0.14%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	1.19%	265.32K	2.59M	-65.63K	-19.83%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.91%	425.91K	4.16M	11.43K	+2.76%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.29%	509.45K	4.97M	330	+0.06%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	2.63%	584.67K	5.71M	64.41K	+12.38%
Dec 31, 2023	FIRST PACIFIC ADVISORS, LP	0.82%	181.56K	1.77M	0	0
Dec 31, 2023	MANGROVE PARTNERS	0.78%	174.09K	1.7M	174.09K	+100.00%
Dec 31, 2023	NORTHERN TRUST CORP	0.75%	166.03K	1.62M	-2.1K	-1.25%
Dec 31, 2023	683 CAPITAL MANAGEMENT, LLC	0.48%	106.14K	1.04M	0	0
Dec 31, 2023	WITTENBERG INVESTMENT MANAGEMENT, INC.	0.47%	105.32K	1.03M	0	0
Dec 31, 2023	VANGUARD GROUP INC	4.81%	1.07M	10.46M	16.24K	+1.54%
Dec 31, 2023	BLACKROCK INC.	7.39%	1.65M	16.07M	99.78K	+6.45%
Dec 31, 2023	M3F, INC.	9.48%	2.11M	20.6M	-49K	-2.27%
Dec 31, 2023	CITIGROUP INC	0.01%	2.82K	27.47K	2.77K	+5,530.00%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.37%	82.89K	809K	-3.9K	-4.49%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.31%	70.11K	684.23K	1.34K	+1.95%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.28%	61.78K	602.96K	-769	-1.23%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	57.74K	563.49K	0	0
Dec 31, 2023	BEESE FULMER INVESTMENT MANAGEMENT, INC.	0.22%	48.97K	477.99K	0	0
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.18%	39.03K	380.91K	0	0
Dec 31, 2023	KEELEY-TETON ADVISORS, LLC	0.17%	38.72K	377.89K	0	0
Dec 31, 2023	STILWELL VALUE LLC	0.13%	30K	292.8K	0	0
Dec 31, 2023	BARCLAYS PLC	0.12%	26.69K	260K	22.81K	+587.20%

Insiders

Among the PDLB insiders holding of 18.19% of the stake in company, TSAVARIS STEVEN, Executive Chairman, holds the largest shares of 305.02K. LUGO NICK R., , is the second largest PDLB insider with ownership of 99.03K shares. NAUDON CARLOS P, President & CEO, stands third with possession of 89.66K shares of that stake.

Insiders	Designation	Shares Held
TSAVARIS STEVEN	Executive Chairman	305.02K
LUGO NICK R.		99.03K
NAUDON CARLOS P	President & CEO	89.66K
ALVAREZ MARIA		44.06K
KOUZILOS IOANNIS	EVP & Chief Lending Officer	37.08K
VACCARO SERGIO JAVIER	Chief Financial Officer	10K
ROMERO MANUEL A.	director	7.09K
RODRIGUEZ DAVID	Chief Relationship Officer	3.11K
GONZALEZ LUIS GERARDO JR.	Chief Operating Officer	1.92K
PEREZ FRANK	Chief Financial Officer	1.35K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 11, 2026	KOUZILOS IOANNIS	SALE	16.81	10.93K	183.72K	37.08K
May 02, 2023	NAUDON CARLOS P	PURCHASE	6.82	5K	34.11K	89.66K
Mar 13, 2023	NAUDON CARLOS P	PURCHASE	7.23	7.5K	54.25K	84.66K
Mar 10, 2023	TSAVARIS STEVEN	PURCHASE	8.58	4.7K	40.33K	305.02K
Mar 10, 2023	NAUDON CARLOS P	PURCHASE	8.23	5K	41.17K	77.16K
Mar 10, 2023	GONZALEZ LUIS GERARDO JR.	PURCHASE	8.16	613	5K	1.92K
Mar 07, 2023	NAUDON CARLOS P	PURCHASE	8.99	5K	44.97K	72.16K
Feb 09, 2023	GONZALEZ LUIS GERARDO JR.	PURCHASE	9.25	1.08K	10K	1.31K
Feb 03, 2023	NAUDON CARLOS P	PURCHASE	9.39	5K	46.97K	57.16K
Dec 08, 2022	RODRIGUEZ DAVID	SALE	9.84	323	3.18K	3.11K
Jun 13, 2022	ALVAREZ MARIA	PURCHASE	9.16	1.09K	9.99K	44.06K
Jun 06, 2022	NAUDON CARLOS P	PURCHASE	9.53	1.5K	14.3K	247.27K
Jun 06, 2022	GONZALEZ LUIS GERARDO JR.	PURCHASE	9.51	225	2.14K	225
Jun 06, 2022	VACCARO SERGIO JAVIER	PURCHASE	9.24	10K	92.44K	10K
Jun 06, 2022	LUGO NICK R.	PURCHASE	9.55	1.05K	9.99K	99.03K
Jun 03, 2022	TSAVARIS STEVEN	PURCHASE	9.56	2K	19.12K	300.32K
May 09, 2022	GONZALEZ LUIS GERARDO JR.	SALE	9.26	107	990.82	0
Dec 07, 2021	RODRIGUEZ DAVID	SALE	14.62	183	2.68K	2.46K
Dec 08, 2020	RODRIGUEZ DAVID	SALE	10.60	3	31.8	2.64K
Dec 08, 2020	KOUZILOS IOANNIS	SALE	10.60	4	42.4	13.44K
Dec 07, 2020	RODRIGUEZ DAVID	SALE	10.93	185	2.02K	2.65K
Dec 07, 2020	KOUZILOS IOANNIS	SALE	10.93	1.14K	12.41K	13.44K
Nov 23, 2020	KOUZILOS IOANNIS	SALE	10.83	1K	10.83K	14.58K
Nov 27, 2018	KOUZILOS IOANNIS	PURCHASE	12.95	300	3.89K	575
Sep 13, 2018	ROMERO MANUEL A.	PURCHASE	15.00	89	1.34K	7.09K
Sep 12, 2018	ROMERO MANUEL A.	PURCHASE	14.93	3.06K	45.61K	3.7K
Sep 12, 2018	PEREZ FRANK	PURCHASE	14.78	977	14.44K	1.35K
Sep 11, 2018	ROMERO MANUEL A.	PURCHASE	14.93	448	6.69K	648
Sep 11, 2018	PEREZ FRANK	PURCHASE	14.95	376	5.62K	376
Jun 01, 2018	KOUZILOS IOANNIS	PURCHASE	15.95	275	4.39K	275

Frequently Asked Questions