How many institutions own TAK 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 TAK shares is 452, representing 3.3% of the company's common stock.

Who are the major shareholders selling Takeda Pharmaceutical Company Limited stock?

MERCER GLOBAL ADVISORS INC /ADV, in the last quarter, reduced its stake in TAK by -2.95% restricting it's holding to 167.86 thousand shares of worth nearly $2.69M. LEGACY WEALTH ASSET MANAGEMENT, LLC also lessened -3.4% of the TAK shares from its portfolio, reducing its holding to 160.17 thousand shares of worth $2.57M. CETERA INVESTMENT ADVISERS also shunned TAK shares holding by -31.88% last quarter which brought its holding to 152.6 thousand shares worth $2.45M.

Investors who are buying TAK stock?

As per its latest 13F filing, COLONY GROUP, LLC increased its stake in TAK by 40.96% in the last quarter. The institutional holder raised its holding to 679.95 thousand shares having worth more than $10.90M. CARRERA CAPITAL ADVISORS also added 1.24% more shares of TAK to its portfolio, raising its holding to 167.17 thousand shares of worth $2.73M. CALLAN FAMILY OFFICE, LLC also increased its TAK shares holding by 1.44% which brought its holding to 165.3 thousand shares worth $2.65M.

TAK's major insiders: who are they?

The insider with the most stakes in TAK is Kim Julie So-Young , President and CEO at the company. Additionally, TAK stock is highly held by President, IBU Platford Giles Richard and President, OBU Bitetti Teresa Marie among others.

Did an insider recently sell TAK stock?

Company executives, directors, and other insiders own 0.06% percent of Takeda Pharmaceutical Company Limited's stock. Within the last six months, there have been 17 transaction(s) in which TAK insiders have sold stock, totaling 680.2K shares. Insiders that have sold shares include PLUMP ANDREW STEWART, GREENWAY NICOLA DEIDRE PETAL, and SHANNON ELAINE MARY.

Which insider recently purchased TAK stock?

There have been 0 transaction(s) during the past 6-months in which Takeda Pharmaceutical Company Limited insiders have bought stock, totalling 0 shares

How much of TAK does insiders own?

Around 3.54M Takeda Pharmaceutical Company Limited shares are held by insiders, which represents about 0.06% of TAK stock.

Who is the insider with the largest stake?

TAK President and CEO, Kim Julie So-Young holds the largest portfolio of the company's shares. TAK shares owned by Kim total nearly 391.49 thousand.

Which institution holds the most shares in TAK?

COLONY GROUP, LLC is the largest institutional owner in TAK which holds 679.95 thousand shares worth $10.90M or 0.02% of the total TAK shares outstanding followed by MERCER GLOBAL ADVISORS INC /ADV with ownership of 167.86 thousand shares representing 0.01% of the TAK ownership. CARRERA CAPITAL ADVISORS is the third largest stakeholder with 167.17 thousand shares or 0.01% of the ownership worth more than $2.73M.

Is Takeda Pharmaceutical Company Limited 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 TAK is concerned, it is a stock which is optionable.

Is there a short position on TAK's shares?

Number of TAK shares short is 3.82M. 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 TAK shares are there?

As of today, 3.19B shares of TAK are outstanding.

Is there many float in TAK 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, TAK has 3.16B shares in float.

TAK 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 TAK is 1.34.

Takeda Pharmaceutical (TAK) 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 Shares0.12

Short Percent Of Float0.12

Shares Outstanding3.19B

Shares Float3.16B

Shares Short3.82M

Short Ratio1.34

0.12%

Short % of Float

0.12%

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

0.06% Percentage of Shares held by All Insiders

3.3% Percentage of Shares held by All Institutions

3.3% Percentage of Float held by Institutions

452

Number of Institutions Holding Shares

Institutional Ownership

About 3.3% of TAK shares are held by financial institutions. COLONY GROUP, LLC is the top corporate investor, holding 679.95K shares valued at $10.90M. A 0.02% stake in Takeda Pharmaceutical Company Limited is owned by the company. MERCER GLOBAL ADVISORS INC /ADV owns 167.86K shares valued at $2.69M, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	COLONY GROUP, LLC	0.02%	679.95K	10.9M	197.56K	+40.96%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.01%	167.86K	2.69M	-5.11K	-2.95%
Jun 30, 2026	CARRERA CAPITAL ADVISORS	0.01%	167.17K	2.73M	2.05K	+1.24%
Jun 30, 2026	CALLAN FAMILY OFFICE, LLC	0.01%	165.3K	2.65M	2.35K	+1.44%
Jun 30, 2026	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	160.17K	2.57M	-5.63K	-3.40%
Jun 30, 2026	DIMENSIONAL FUND ADVISORS LP	0.01%	157.97K	2.53M	22.29K	+16.43%
Jun 30, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0%	152.68K	2.45M	23.13K	+17.85%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0%	152.6K	2.45M	-71.41K	-31.88%
Jun 30, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0%	151.44K	2.44M	9.56K	+6.74%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0%	144K	2.31M	-14.63K	-9.22%
Jun 30, 2026	VIDENT ADVISORY, LLC	0%	143.92K	2.31M	68.89K	+91.80%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0%	136.77K	2.19M	7.44K	+5.75%
Jun 30, 2026	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	127.53K	2.04M	-4.56K	-3.46%
Jun 30, 2026	VANGUARD CAPITAL MANAGEMENT LLC	0%	123.37K	1.98M	0	0
Jun 30, 2026	RHUMBLINE ADVISERS	0%	121.43K	1.95M	-235	-0.19%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0%	118.12K	1.89M	21.81K	+22.64%
Jun 30, 2026	PFM HEALTH SCIENCES, LP	0.01%	444.17K	7.12M	444.17K	+100.00%
Jun 30, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.01%	432.96K	6.94M	1.35K	+0.31%
Jun 30, 2026	CITIGROUP INC	0.01%	396.46K	6.36M	38.28K	+10.69%
Jun 30, 2026	BLACKROCK, INC.	0.12%	3.69M	59.12M	511.75K	+16.11%
Jun 30, 2026	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.19%	6.05M	96.99M	-374.21K	-5.82%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.16%	5.13M	82.15M	-493.7K	-8.79%
Jun 30, 2026	BRANDES INVESTMENT PARTNERS, LP	0.14%	4.54M	72.77M	108.71K	+2.45%
Jun 30, 2026	RENAISSANCE TECHNOLOGIES LLC	0.08%	2.57M	41.17M	-421.1K	-14.09%
Jun 30, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.07%	2.21M	35.39M	2.21M	+100.00%
Jun 30, 2026	FIRST TRUST ADVISORS LP	0.07%	2.11M	33.9M	143.84K	+7.30%
Jun 30, 2026	D. E. SHAW & CO., INC.	0.06%	2.05M	32.85M	-553.08K	-21.25%
Jun 30, 2026	MANAGED ASSET PORTFOLIOS, LLC	0.06%	1.82M	29.24M	25.49K	+1.42%
Jun 30, 2026	NORTHERN TRUST CORP	0.06%	1.74M	27.9M	-220.73K	-11.26%
Jun 30, 2026	VAN ECK ASSOCIATES CORP	0.05%	1.67M	26.83M	-586.1K	-25.93%
Jun 30, 2026	LPL FINANCIAL LLC	0.02%	555.23K	8.9M	81.02K	+17.09%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.01%	408.74K	6.55M	96.72K	+31.00%
Jun 30, 2026	ETHIC INC.	0.01%	365.25K	5.85M	30.42K	+9.08%
Jun 30, 2026	HRT FINANCIAL LP	0.01%	278.71K	4.47M	152.63K	+121.07%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.02%	619.02K	9.92M	78.67K	+14.56%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.05%	1.6M	25.62M	186.25K	+13.19%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.05%	1.53M	24.46M	631.26K	+70.58%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.04%	1.4M	22.48M	113.32K	+8.79%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.04%	1.15M	18.45M	14.8K	+1.30%
Jun 30, 2026	MILLENNIUM MANAGEMENT LLC	0.03%	1.05M	16.84M	1.05M	+100.00%
Jun 30, 2026	UBS GROUP AG	0.03%	911.32K	14.61M	-1.83M	-66.74%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.01%	351.77K	5.64M	5.95K	+1.72%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	0.02%	619.02K	9.92M	619.02K	+100.00%
Jun 30, 2026	CREATIVE PLANNING	0.02%	584.78K	9.37M	41.78K	+7.69%
Jun 30, 2026	AMERICAN CENTURY COMPANIES INC	0.02%	584.56K	9.37M	69.2K	+13.43%
Jun 30, 2026	BALYASNY ASSET MANAGEMENT L.P.	0.02%	511.34K	8.2M	370.76K	+263.74%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.02%	485.73K	7.79M	174.03K	+55.83%
Jun 30, 2026	US BANCORP \DE\	0.01%	466.71K	7.48M	-43.51K	-8.53%
Jun 30, 2026	FEDERATED HERMES, INC.	0.01%	376.86K	6.04M	-5.39K	-1.41%
Jun 30, 2026	QRG CAPITAL MANAGEMENT, INC.	0.01%	372.75K	5.98M	5.06K	+1.38%
Jun 30, 2026	MARINER, LLC	0.01%	308.16K	4.94M	73.17K	+31.14%
Jun 30, 2026	HUDSON BAY CAPITAL MANAGEMENT LP	0.01%	275K	4.41M	275K	+100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0.02%	769K	12.33M	769K	+100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0.02%	758.9K	12.17M	-750.6K	-49.73%
Jun 30, 2026	JPMORGAN CHASE & CO	0.02%	744.92K	11.9M	290.94K	+64.09%
Jun 30, 2026	CROSSMARK GLOBAL HOLDINGS, INC.	0.02%	783.84K	12.56M	6.69K	+0.86%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.01%	307.31K	4.93M	-12.66K	-3.96%
Jun 30, 2026	ASSETMARK, INC	0.01%	314.69K	5.04M	87.07K	+38.25%
Jun 30, 2026	CAPITAL RESEARCH GLOBAL INVESTORS	0.61%	19.3M	309.34M	193.46K	+1.01%
Jun 30, 2026	FMR LLC	0.3%	9.6M	153.88M	2.48M	+34.87%
Jun 30, 2026	MORGAN STANLEY	0.22%	6.99M	112.13M	525.32K	+8.12%
Jun 30, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.12%	3.73M	59.84M	616.61K	+19.79%
Jun 30, 2026	HANTZ FINANCIAL SERVICES, INC.	0.01%	269.65K	4.32M	-13.39K	-4.73%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.01%	239.31K	3.84M	-1.99K	-0.82%
Jun 30, 2026	CLEAN YIELD GROUP	0.01%	227.99K	3.65M	-10.38K	-4.35%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.01%	204.24K	3.27M	33.88K	+19.89%
Jun 30, 2026	CATALYST CAPITAL ADVISORS LLC	0.01%	192K	3.08M	0	0
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	191.54K	3.07M	5.77K	+3.11%
Jun 30, 2026	NUVEEN, LLC	0.01%	174.36K	2.79M	174.36K	+100.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.02%	722.86K	11.59M	94.31K	+15.00%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	0.02%	714.14K	11.45M	523.73K	+275.05%
Jun 30, 2026	ROYAL BANK OF CANADA	0.02%	692.9K	11.11M	78.05K	+12.69%
Mar 31, 2026	CAPITAL RESEARCH GLOBAL INVESTORS	0.61%	19.1M	353.81M	5.62M	+41.65%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.18%	5.62M	104.06M	813.49K	+16.93%
Mar 31, 2026	BRANDES INVESTMENT PARTNERS, LP	0.14%	4.43M	82.06M	548.76K	+14.14%
Mar 31, 2026	D. E. SHAW & CO., INC.	0.08%	2.6M	48.2M	-1.69M	-39.39%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	0.07%	2.26M	41.86M	-45.29K	-1.96%
Mar 31, 2026	CITADEL ADVISORS LLC	0.02%	624.16K	11.56M	234.43K	+60.15%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.04%	1.29M	23.88M	220K	+20.57%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.03%	894.42K	16.56M	215.15K	+31.67%
Mar 31, 2026	CAPITAL WEALTH PLANNING, LLC	0.03%	886.84K	16.42M	886.84K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.02%	614.85K	11.39M	60.73K	+10.96%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.02%	540.35K	10.01M	126.66K	+30.62%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	0.02%	515.36K	9.54M	106.76K	+26.13%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.01%	319.97K	5.93M	-42.9K	-11.82%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.01%	312.02K	5.77M	138.41K	+79.72%
Mar 31, 2026	NATIXIS ADVISORS, L.P.	0.01%	324.03K	6M	96.28K	+42.27%
Mar 31, 2026	ETHIC INC.	0.01%	334.84K	6.2M	30.18K	+9.91%
Mar 31, 2026	CROSSMARK GLOBAL HOLDINGS, INC.	0.02%	777.15K	14.39M	31.97K	+4.29%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.04%	1.14M	21.04M	75.56K	+7.13%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.05%	1.41M	26.15M	391.28K	+38.34%
Mar 31, 2026	MANAGED ASSET PORTFOLIOS, LLC	0.06%	1.8M	33.31M	302.65K	+20.23%
Mar 31, 2026	BOSTON PARTNERS	0%	115.52K	2.14M	21.81K	+23.28%
Mar 31, 2026	SUMMIT GLOBAL INVESTMENTS	0%	116.49K	2.16M	12.12K	+11.61%
Mar 31, 2026	RHUMBLINE ADVISERS	0%	121.66K	2.25M	4.03K	+3.42%
Mar 31, 2026		0%	123.37K	2.28M	123.37K	+100.00%
Mar 31, 2026	HRT FINANCIAL LP	0%	126.07K	2.33M	66.99K	+113.39%
Mar 31, 2026	QUADRANT CAPITAL GROUP LLC	0%	127.51K	2.36M	46.49K	+57.38%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0%	129.34K	2.4M	18.18K	+16.36%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0%	129.55K	2.4M	29.57K	+29.57%
Mar 31, 2026	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	132.09K	2.45M	-3.31K	-2.44%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	0%	135.68K	2.51M	-27.61K	-16.91%
Mar 31, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0%	141.88K	2.63M	112.09K	+376.27%
Mar 31, 2026	CALLAN FAMILY OFFICE, LLC	0.01%	162.96K	3.02M	8.7K	+5.64%
Mar 31, 2026	CARRERA CAPITAL ADVISORS	0.01%	165.12K	3.06M	4.76K	+2.97%
Mar 31, 2026	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	165.8K	3.07M	-980	-0.59%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.01%	170.36K	3.16M	44.72K	+35.59%
Mar 31, 2026	SKOPOS LABS, INC.	0.01%	174.9K	3.24M	88.69K	+102.88%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	185.77K	3.44M	48.51K	+35.34%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.01%	190.41K	3.53M	4.86K	+2.62%
Mar 31, 2026	CATALYST CAPITAL ADVISORS LLC	0.01%	192K	3.56M	0	0
Mar 31, 2026	MANNING & NAPIER ADVISORS LLC	0.01%	218.98K	4.06M	3.25K	+1.51%
Mar 31, 2026	CITIGROUP INC	0.01%	358.17K	6.63M	339.1K	+1,778.21%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.06%	1.97M	36.5M	-411.56K	-17.27%
Mar 31, 2026	UBS GROUP AG	0.09%	2.74M	50.75M	-1.38M	-33.55%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.1%	2.99M	55.36M	370.8K	+14.16%
Mar 31, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.1%	3.12M	57.71M	-2.57M	-45.16%
Mar 31, 2026	BLACKROCK, INC.	0.1%	3.18M	58.83M	444.82K	+16.28%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.01%	345.82K	6.4M	156.25K	+82.42%
Mar 31, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.01%	431.6K	7.99M	68.84K	+18.98%
Mar 31, 2026	JPMORGAN CHASE & CO	0.01%	453.98K	8.29M	211.8K	+87.46%
Mar 31, 2026	LPL FINANCIAL LLC	0.02%	474.21K	8.78M	117.77K	+33.04%
Mar 31, 2026	CREATIVE PLANNING	0.02%	543K	10.06M	147.61K	+37.33%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.02%	628.55K	11.64M	74.26K	+13.40%
Mar 31, 2026	CLEAN YIELD GROUP	0.01%	238.37K	4.41M	-22.44K	-8.60%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.01%	241.29K	4.47M	24.92K	+11.52%
Mar 31, 2026	ASSETMARK, INC	0.01%	227.62K	4.22M	71.5K	+45.80%
Mar 31, 2026	WALLEYE CAPITAL LLC	0.01%	260.82K	4.83M	177.73K	+213.92%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.01%	311.7K	5.77M	311.7K	+100.00%
Mar 31, 2026	COLONY GROUP, LLC	0.02%	482.39K	8.87M	-79.66K	-14.17%
Mar 31, 2026	US BANCORP \DE\	0.02%	510.23K	9.45M	292.7K	+134.56%
Mar 31, 2026	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.21%	6.42M	118.99M	6.42M	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.01%	224.02K	4.15M	15.09K	+7.22%
Mar 31, 2026	MORGAN STANLEY	0.21%	6.47M	119.82M	96.4K	+1.51%
Mar 31, 2026	FMR LLC	0.23%	7.12M	131.82M	3.06M	+75.44%
Mar 31, 2026	TREXQUANT INVESTMENT LP	0.01%	229.46K	4.25M	229.46K	+100.00%
Mar 31, 2026	SEI INVESTMENTS CO	0.01%	229.94K	4.26M	38.74K	+20.26%
Mar 31, 2026	MARINER, LLC	0.01%	234.99K	4.35M	47.35K	+25.23%
Mar 31, 2026	QRG CAPITAL MANAGEMENT, INC.	0.01%	367.69K	6.81M	78.96K	+27.35%
Mar 31, 2026	FEDERATED HERMES, INC.	0.01%	382.25K	7.08M	5.39K	+1.43%
Mar 31, 2026	NORTHERN TRUST CORP	0.06%	1.96M	36.32M	262.12K	+15.43%
Mar 31, 2026	HANTZ FINANCIAL SERVICES, INC.	0.01%	283.04K	5.24M	29.56K	+11.66%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	679.28K	10.59M	-87.01K	-11.35%
Dec 31, 2025	CARRERA CAPITAL ADVISORS	0.01%	160.36K	2.5M	9.76K	+6.48%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	163.29K	2.55M	-5.27K	-3.13%
Dec 31, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	166.78K	2.6M	301	+0.18%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	173.61K	2.71M	19.45K	+12.62%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	175.74K	2.74M	-36.86K	-17.34%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	185.55K	2.89M	174.36K	+1,557.58%
Dec 31, 2025	MARINER, LLC	0.01%	187.64K	2.93M	-61.33K	-24.63%
Dec 31, 2025	US BANCORP \DE\	0.01%	217.53K	3.39M	98.8K	+83.22%
Dec 31, 2025	NATIXIS ADVISORS, L.P.	0.01%	227.75K	3.55M	-252.62K	-52.59%
Dec 31, 2025	JPMORGAN CHASE & CO	0.01%	242.18K	3.78M	-5.35K	-2.16%
Dec 31, 2025	TORONTO DOMINION BANK	0.03%	823.2K	12.83M	-2.18M	-72.60%
Dec 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.01%	362.76K	5.66M	449	+0.12%
Dec 31, 2025	LPL FINANCIAL LLC	0.01%	356.43K	5.56M	104.26K	+41.34%
Dec 31, 2025	MANNING & NAPIER ADVISORS LLC	0.01%	215.73K	3.37M	-10.71K	-4.73%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.01%	189.57K	2.96M	189.57K	+100.00%
Dec 31, 2025	ASSETMARK, INC	0%	156.12K	2.43M	33.9K	+27.74%
Dec 31, 2025	CALLAN FAMILY OFFICE, LLC	0%	154.25K	2.4M	112.94K	+273.33%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	137.26K	2.14M	-33.98K	-19.84%
Dec 31, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	135.4K	2.11M	-39.7K	-22.67%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0%	125.64K	1.96M	15.96K	+14.55%
Dec 31, 2025	CERITY PARTNERS LLC	0%	121.66K	1.9M	-33.83K	-21.76%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0%	118.77K	1.85M	77.67K	+188.96%
Dec 31, 2025	RHUMBLINE ADVISERS	0%	117.64K	1.83M	57.46K	+95.47%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0%	111.15K	1.73M	-18.52K	-14.28%
Dec 31, 2025	GOLD INVESTMENT MANAGEMENT LTD.	0%	108.28K	1.69M	4.41K	+4.24%
Dec 31, 2025	HANTZ FINANCIAL SERVICES, INC.	0.01%	253.48K	3.95M	-6.7K	-2.57%
Dec 31, 2025	CLEAN YIELD GROUP	0.01%	260.8K	4.07M	-5.23K	-1.97%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	197.51K	3.08M	-1.58M	-88.88%
Dec 31, 2025	UBS GROUP AG	0.13%	4.12M	64.29M	-1.77M	-30.04%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.01%	208.92K	3.26M	-4.29K	-2.01%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.01%	216.38K	3.37M	-21.96K	-9.21%
Dec 31, 2025	QRG CAPITAL MANAGEMENT, INC.	0.01%	288.73K	4.5M	7.59K	+2.70%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.01%	298.4K	4.65M	91.2K	+44.02%
Dec 31, 2025	ETHIC INC.	0.01%	304.66K	4.75M	-6.1K	-1.96%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.15%	4.81M	74.91M	-148.1K	-2.99%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.18%	5.68M	88.6M	2.85M	+100.89%
Dec 31, 2025	MORGAN STANLEY	0.2%	6.37M	99.36M	-1.32M	-17.13%
Dec 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.43%	13.49M	210.26M	82.64K	+0.62%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	1.02M	15.91M	154.03K	+17.77%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.03%	1.06M	16.53M	26.2K	+2.53%
Dec 31, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.05%	1.5M	23.32M	9.34K	+0.63%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.07%	2.31M	35.94M	1.14M	+98.35%
Dec 31, 2025	SEI INVESTMENTS CO	0.01%	191.2K	2.98M	-2.1K	-1.08%
Dec 31, 2025	CATALYST CAPITAL ADVISORS LLC	0.01%	192K	2.99M	7K	+3.78%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.08%	2.38M	37.15M	-134.81K	-5.36%
Dec 31, 2025	VANGUARD GROUP INC	0%	101.87K	1.59M	0	0
Dec 31, 2025	FORUM FINANCIAL MANAGEMENT, LP	0%	102.33K	1.6M	0	0
Dec 31, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.02%	745.18K	11.62M	17.94K	+2.47%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	362.87K	5.66M	-5.48K	-1.49%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.14%	4.29M	66.94M	4.01M	+1,426.43%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0%	107.85K	1.68M	-15K	-12.21%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.08%	2.62M	40.82M	-1.25M	-32.25%
Dec 31, 2025	BLACKROCK, INC.	0.09%	2.73M	42.59M	-575.99K	-17.41%
Dec 31, 2025	BRANDES INVESTMENT PARTNERS, LP	0.12%	3.88M	60.52M	-49.92K	-1.27%
Dec 31, 2025	FMR LLC	0.13%	4.06M	63.25M	-130.08K	-3.11%
Dec 31, 2025	NORTHERN TRUST CORP	0.05%	1.7M	26.49M	-124.8K	-6.84%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	1.07M	16.67M	95.47K	+9.80%
Dec 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.03%	962.5K	15.01M	880.29K	+1,070.74%
Dec 31, 2025	COLONY GROUP, LLC	0.02%	562.05K	8.76M	461.46K	+458.75%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.02%	554.29K	8.64M	45.37K	+8.91%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.01%	408.6K	6.37M	9.63K	+2.41%
Dec 31, 2025	CREATIVE PLANNING	0.01%	395.39K	6.16M	-68K	-14.68%
Dec 31, 2025	CITADEL ADVISORS LLC	0.01%	389.73K	6.08M	314.11K	+415.36%
Dec 31, 2025	FEDERATED HERMES, INC.	0.01%	376.86K	5.88M	-21.52K	-5.40%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.01%	376.2K	5.86M	363K	+2,750.00%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	413.69K	6.45M	27.93K	+7.24%
Dec 31, 2025	ROYAL BANK OF CANADA	0.02%	554.13K	8.64M	64.73K	+13.23%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.08%	2.52M	36.86M	-84.37K	-3.24%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.01%	281.29K	4.12M	281.29K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.25%	7.69M	112.59M	70.83K	+0.93%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.08%	2.56M	37.42M	-532.46K	-17.24%
Sep 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.43%	13.4M	196.24M	108.56K	+0.82%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.02%	508.92K	7.45M	54.91K	+12.09%
Sep 30, 2025	NORTHERN TRUST CORP	0.06%	1.82M	26.7M	-206.18K	-10.16%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.06%	1.78M	26M	1.43M	+407.88%
Sep 30, 2025	CITADEL ADVISORS LLC	0.05%	1.61M	23.55M	757.8K	+89.06%
Sep 30, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.05%	1.49M	21.76M	-2.44K	-0.16%
Sep 30, 2025	SEI INVESTMENTS CO	0.01%	193.3K	2.83M	33.36K	+20.86%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.01%	398.97K	5.84M	41.94K	+11.75%
Sep 30, 2025	ETHIC INC.	0.01%	310.75K	4.55M	43.3K	+16.19%
Sep 30, 2025	MARINER, LLC	0.01%	248.97K	3.64M	-20.8K	-7.71%
Sep 30, 2025	XY CAPITAL LTD	0.01%	200.03K	2.93M	200.03K	+100.00%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.09%	2.83M	41.41M	1.61M	+132.12%
Sep 30, 2025	TORONTO DOMINION BANK	0.1%	3M	43.98M	3M	+100.00%
Sep 30, 2025	FEDERATED HERMES, INC.	0.01%	398.39K	5.83M	-135.64K	-25.40%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	385.76K	5.65M	27.71K	+7.74%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.04%	1.16M	17.02M	-169.15K	-12.70%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	1.03M	15.14M	21.24K	+2.10%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	368.35K	5.39M	-668.81K	-64.48%
Sep 30, 2025	CREATIVE PLANNING	0.01%	463.39K	6.78M	91.34K	+24.55%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.01%	362.31K	5.3M	2.94K	+0.82%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.16%	4.95M	72.52M	452.37K	+10.05%
Sep 30, 2025	CATALYST CAPITAL ADVISORS LLC	0.01%	185K	2.71M	4K	+2.21%
Sep 30, 2025	BLACKROCK, INC.	0.11%	3.31M	48.42M	-243.29K	-6.85%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.12%	3.86M	56.58M	565.4K	+17.14%
Sep 30, 2025	BRANDES INVESTMENT PARTNERS, LP	0.13%	3.93M	57.56M	219.53K	+5.91%
Sep 30, 2025	FMR LLC	0.13%	4.19M	61.3M	85.29K	+2.08%
Sep 30, 2025	SUMMIT GLOBAL INVESTMENTS	0%	85.2K	1.25M	-96.45K	-53.10%
Sep 30, 2025	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0%	93.26K	1.37M	93.26K	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	95.27K	1.39M	12.21K	+14.69%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0%	98.84K	1.45M	2.52K	+2.61%
Sep 30, 2025	HERITAGE INVESTORS MANAGEMENT CORP	0%	99.87K	1.46M	-3.24K	-3.14%
Sep 30, 2025	VANGUARD GROUP INC	0%	101.87K	1.49M	0	0
Sep 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	0%	102.33K	1.5M	10.4K	+11.31%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0%	103.86K	1.52M	5.81K	+5.93%
Sep 30, 2025	GOLD INVESTMENT MANAGEMENT LTD.	0%	103.88K	1.52M	3.83K	+3.83%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0%	109.68K	1.61M	14.57K	+15.32%
Sep 30, 2025	BOSTON PARTNERS	0%	117.95K	1.73M	12.22K	+11.56%
Sep 30, 2025	US BANCORP \DE\	0%	118.72K	1.74M	6.25K	+5.56%
Sep 30, 2025	ASSETMARK, INC	0%	122.22K	1.79M	26.5K	+27.68%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0%	122.85K	1.8M	-13.87K	-10.14%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0%	129.67K	1.9M	-11.09K	-7.88%
Sep 30, 2025	CARRERA CAPITAL ADVISORS	0%	150.6K	2.2M	11.45K	+8.23%
Sep 30, 2025	CERITY PARTNERS LLC	0.01%	155.49K	2.28M	-4.37K	-2.74%
Sep 30, 2025	LPL FINANCIAL LLC	0.01%	252.18K	3.69M	26.74K	+11.86%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	247.53K	3.62M	67.77K	+37.70%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.01%	203.81K	2.98M	159.71K	+362.10%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.01%	207.2K	3.03M	54.7K	+35.87%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	212.6K	3.11M	-12.64K	-5.61%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.01%	213.22K	3.12M	138.71K	+186.19%
Sep 30, 2025	WALLEYE CAPITAL LLC	0.01%	221.52K	3.24M	189.74K	+597.05%
Sep 30, 2025	MANNING & NAPIER ADVISORS LLC	0.01%	226.44K	3.32M	-18.8K	-7.67%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.01%	238.34K	3.49M	16.49K	+7.43%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.01%	181.33K	2.65B	-82.76K	-31.34%
Sep 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	175.1K	2.56M	-27.22K	-13.45%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	171.24K	2.51M	39.51K	+30.00%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	168.56K	2.47M	8.84K	+5.53%
Sep 30, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	166.48K	2.44M	1.7K	+1.03%
Sep 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0.01%	260.17K	3.81M	32.93K	+14.49%
Sep 30, 2025	CLEAN YIELD GROUP	0.01%	266.04K	3.89M	-8.98K	-3.26%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	973.86K	14.26M	176.82K	+22.18%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	866.61K	12.69M	-13.26K	-1.51%
Sep 30, 2025	UBS GROUP AG	0.19%	5.89M	86.29M	1.87M	+46.45%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	766.28K	11.22M	397.14K	+107.59%
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.02%	727.23K	10.65M	40	+0.01%
Sep 30, 2025	ABC ARBITRAGE SA	0.02%	571.86K	8.37M	571.86K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.02%	489.39K	7.17M	24.54K	+5.28%
Sep 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.01%	281.14K	4.12M	-151.51K	-35.02%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.02%	480.37K	7.03M	26.85K	+5.92%
Jun 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.02%	359.37K	5.56M	32.79K	+10.04%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	1.04M	16.03M	718.81K	+225.79%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	1.01M	15.66M	45.2K	+4.67%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.05%	797.04K	12.32M	280.99K	+54.45%
Jun 30, 2025	ROYAL BANK OF CANADA	0.03%	464.85K	7.19M	23.8K	+5.40%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.03%	454.02K	7.02M	52.24K	+13.00%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.03%	453.53K	7.01M	33.25K	+7.91%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.02%	397.46K	6.14M	-442.86K	-52.70%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.02%	358.05K	5.54M	46.83K	+15.05%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.02%	357.03K	5.52M	40.82K	+12.91%
Jun 30, 2025	LPL FINANCIAL LLC	0.01%	225.44K	3.49M	24.01K	+11.92%
Jun 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	202.31K	3.13M	45.96K	+29.39%
Jun 30, 2025	SUMMIT GLOBAL INVESTMENTS	0.01%	181.65K	2.81M	-169.09K	-48.21%
Jun 30, 2025	CATALYST CAPITAL ADVISORS LLC	0.01%	181K	2.8M	0	0
Jun 30, 2025	SEI INVESTMENTS CO	0.01%	159.94K	2.47M	10.13K	+6.76%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	159.72K	2.47M	-17.29K	-9.77%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.01%	140.76K	2.18M	11.28K	+8.71%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.08%	1.22M	18.84M	-181.77K	-12.98%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.02%	264.09K	4.08M	179.11K	+210.76%
Jun 30, 2025	JPMORGAN CHASE & CO	0.01%	179.76K	2.78M	-99.66K	-35.67%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.05%	879.87K	13.6M	-11.31K	-1.27%
Jun 30, 2025	CREATIVE PLANNING	0.02%	372.06K	5.75M	72.49K	+24.20%
Jun 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.83%	13.3M	205.55M	94.57K	+0.72%
Jun 30, 2025	MORGAN STANLEY	0.47%	7.62M	117.8B	1.92M	+33.62%
Jun 30, 2025	FMR LLC	0.26%	4.1M	63.41M	236.56K	+6.12%
Jun 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0.01%	227.24K	3.51M	7.74K	+3.53%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	225.23K	3.48M	-8.39K	-3.59%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.01%	221.85K	3.44M	7.09K	+3.30%
Jun 30, 2025	CERITY PARTNERS LLC	0.01%	159.86K	2.47M	578	+0.36%
Jun 30, 2025	CARRERA CAPITAL ADVISORS	0.01%	139.15K	2.15M	139.15K	+100.00%
Jun 30, 2025		0.01%	138.15K	2.14M	138.15K	+100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.01%	137.96K	2.13M	23.66K	+20.70%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	131.72K	2.04M	975	+0.75%
Jun 30, 2025	QUADRANT CAPITAL GROUP LLC	0.01%	127.72K	1.97M	-34.26K	-21.15%
Jun 30, 2025	BOSTON PARTNERS	0.01%	105.74K	1.63M	-26.37K	-19.96%
Jun 30, 2025	HERITAGE INVESTORS MANAGEMENT CORP	0.01%	103.11K	1.59M	-270	-0.26%
Jun 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	0.01%	91.93K	1.42M	-22.39K	-19.58%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.01%	91.65K	1.42M	91.65K	+100.00%
Jun 30, 2025	COLONY GROUP, LLC	0.01%	89.78K	1.39M	7.04K	+8.51%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.01%	80.83K	1.25M	11.54K	+16.66%
Jun 30, 2025	M&T BANK CORP	0%	74.76K	1.16M	33.34K	+80.49%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	369.14K	5.71B	173.4K	+88.59%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	349.66K	5.41M	55.96K	+19.05%
Jun 30, 2025	CLEAN YIELD GROUP	0.02%	275.02K	4.25M	-11.54K	-4.03%
Jun 30, 2025	MARINER, LLC	0.02%	269.77K	4.17M	105.14K	+63.86%
Jun 30, 2025	ETHIC INC.	0.02%	267.46K	4.04M	47.92K	+21.83%
Jun 30, 2025	MANNING & NAPIER ADVISORS LLC	0.02%	245.24K	3.79M	-52.28K	-17.57%
Jun 30, 2025	GOLD INVESTMENT MANAGEMENT LTD.	0.01%	100.05K	1.54M	2.49K	+2.55%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.01%	98.64K	1.52M	46.49K	+89.16%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.01%	98.05K	1.52M	33.45K	+51.78%
Jun 30, 2025	ASSETMARK, INC	0.01%	95.72K	1.48M	9.18K	+10.61%
Jun 30, 2025	VISE TECHNOLOGIES, INC.	0.01%	80.64K	1.25M	80.64K	+100.00%
Jun 30, 2025	VIDENT ADVISORY, LLC	0%	78.33K	1.21M	57.6K	+277.82%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.28%	4.5M	69.58B	-819.83K	-15.41%
Jun 30, 2025	UBS GROUP AG	0.25%	4.02M	62.22M	2.27M	+129.38%
Jun 30, 2025	BRANDES INVESTMENT PARTNERS, LP	0.23%	3.71M	57.39M	208.14K	+5.94%
Jun 30, 2025	BLACKROCK, INC.	0.22%	3.55M	54.9M	920.04K	+34.97%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.21%	3.3M	51.01M	141.5K	+4.48%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.19%	3.09M	47.75M	2.84M	+1,152.21%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.16%	2.6M	40.22M	-154.15K	-5.59%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.16%	2.53M	39.17M	-899.3K	-26.20%
Jun 30, 2025	NORTHERN TRUST CORP	0.13%	2.03M	31.38M	389.97K	+23.78%
Jun 30, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.09%	1.49M	23.02M	19.18K	+1.30%
Jun 30, 2025	CITADEL ADVISORS LLC	0.05%	850.9K	13.15B	800.3K	+1,581.62%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	832.3K	12.87M	810.1K	+3,649.10%
Jun 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.05%	727.19K	11.24M	330.36K	+83.25%
Jun 30, 2025	FEDERATED HERMES, INC.	0.03%	534.03K	8.26M	-7.89K	-1.46%
Jun 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.03%	432.65K	6.69M	45.73K	+11.82%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.01%	171.72K	2.65M	99.24K	+136.91%
Jun 30, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	164.79K	2.55M	-20.69K	-11.15%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.01%	152.5K	2.36M	-2.1K	-1.36%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	143.69K	2.22M	61.51K	+74.85%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.08%	1.33M	20.58M	-840.95K	-38.71%
Mar 31, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.03%	396.83K	5.9M	186.35K	+88.53%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.03%	401.78K	5.97M	-33.36K	-7.67%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	891.18K	13.25M	-93.5K	-9.49%
Mar 31, 2025	QUADRANT CAPITAL GROUP LLC	0.01%	161.98K	2.41M	143.77K	+789.71%
Mar 31, 2025	CATALYST CAPITAL ADVISORS LLC	0.01%	181K	2.69M	3K	+1.69%
Mar 31, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	185.47K	2.76M	44.64K	+31.69%
Mar 31, 2025	BLACKROCK, INC.	0.17%	2.63M	39.12M	426.98K	+19.37%
Mar 31, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.22%	3.43M	51.05M	3.43M	+100.00%
Mar 31, 2025	BRANDES INVESTMENT PARTNERS, LP	0.22%	3.5M	52.11M	464.56K	+15.28%
Mar 31, 2025	FMR LLC	0.24%	3.87M	57.47M	478.81K	+14.14%
Mar 31, 2025	MARINER, LLC	0.01%	164.63K	2.45M	22.13K	+15.53%
Mar 31, 2025	LPL FINANCIAL LLC	0.01%	201.43K	3M	14.78K	+7.92%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	177.01K	2.63M	-4.92K	-2.71%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.02%	311.22K	4.63M	57.67K	+22.74%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.06%	967.83K	14.39M	104.15K	+12.06%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.01%	214.76K	3.19M	-101.55K	-32.11%
Mar 31, 2025	ETHIC INC.	0.01%	219.54K	3.27M	-106.77K	-32.72%
Mar 31, 2025	HUDSON BAY CAPITAL MANAGEMENT LP	0.01%	227.5K	3.38M	-47.5K	-17.27%
Mar 31, 2025	CLEAN YIELD GROUP	0.02%	286.56K	4.26M	-73.54K	-20.42%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	293.7K	4.37M	113.76K	+63.22%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.09%	1.4M	20.82M	-2.82M	-66.79%
Mar 31, 2025	JANE STREET GROUP, LLC	0.1%	1.62M	24.06M	1.62M	+100.00%
Mar 31, 2025	NORTHERN TRUST CORP	0.1%	1.64M	24.39M	-233.68K	-12.47%
Mar 31, 2025	UBS GROUP AG	0.11%	1.75M	26.09M	92.93K	+5.59%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	195.74K	2.91M	59.44K	+43.61%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	233.62K	3.47M	59.27K	+33.99%
Mar 31, 2025	MANNING & NAPIER ADVISORS LLC	0.02%	297.52K	4.42M	-6.89K	-2.26%
Mar 31, 2025	CREATIVE PLANNING	0.02%	299.56K	4.45M	48.22K	+19.18%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.02%	316.21K	4.7M	15.12K	+5.02%
Mar 31, 2025	QRG CAPITAL MANAGEMENT, INC.	0.02%	386.93K	5.75M	57.28K	+17.38%
Mar 31, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.09%	1.47M	21.85M	52.22K	+3.68%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.02%	246.66K	3.67M	-1.75M	-87.67%
Mar 31, 2025	JPMORGAN CHASE & CO	0.02%	279.42K	4.16M	195.6K	+233.34%
Mar 31, 2025	FEDERATED HERMES, INC.	0.03%	541.92K	8.06M	106.89K	+24.57%
Mar 31, 2025	TORONTO DOMINION BANK	0.04%	647.6K	9.63M	137K	+26.83%
Mar 31, 2025	VERITION FUND MANAGEMENT LLC	0.05%	840.32K	12.5M	840.32K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.03%	441.05K	6.56M	43.71K	+11.00%
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	516.04K	7.67M	34.21K	+7.10%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.17%	2.76M	40.98M	-484.98K	-14.96%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.2%	3.16M	46.95M	78.3K	+2.54%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.34%	5.32M	79.12M	692.4K	+14.96%
Mar 31, 2025	MORGAN STANLEY	0.36%	5.7M	84.8M	101.7K	+1.82%
Mar 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.83%	13.2M	196.3M	38.49K	+0.29%
Mar 31, 2025	HANTZ FINANCIAL SERVICES, INC.	0.01%	219.5K	3.26M	327	+0.15%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.14%	2.17M	32.3M	-38.04K	-1.72%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	318.36K	4.73M	-44.16K	-12.18%
Mar 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.02%	326.57K	4.86M	8.23K	+2.59%
Mar 31, 2025		0.02%	335.86K	4.99M	335.86K	+100.00%
Mar 31, 2025	SUMMIT GLOBAL INVESTMENTS	0.02%	350.74K	5.22M	-378.46K	-51.90%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.03%	420.28K	6.25M	-58.3K	-12.18%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.11%	1.68M	23.4M	360.84K	+27.26%
Mar 31, 2024	NORTHERN TRUST CORP	0.12%	1.87M	25.92M	51.99K	+2.87%
Mar 31, 2024	BLACKROCK INC.	0.13%	1.99M	27.7M	222.65K	+12.57%
Mar 31, 2024	MACQUARIE GROUP LTD	0.14%	2.25M	31.21M	-199.19K	-8.14%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.2%	3.12M	43.31M	-209.2K	-6.29%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.03%	432.18K	6M	106.24K	+32.59%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.05%	850.95K	11.82M	76.39K	+9.86%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.09%	1.36M	18.96M	-543.29K	-28.47%
Mar 31, 2024	MANNING & NAPIER GROUP, LLC	0.02%	271.79K	3.78M	-26.1K	-8.76%
Mar 31, 2024	ETHIC INC.	0.03%	439.82K	6.11M	74.49K	+20.39%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.09%	1.48M	20.61M	649.7K	+77.87%
Mar 31, 2024	MANAGED ASSET PORTFOLIOS, LLC	0.11%	1.68M	23.39M	-74.41K	-4.23%
Mar 31, 2024	CITADEL ADVISORS LLC	0.11%	1.76M	24.47M	813.6K	+85.80%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.15%	2.32M	32.26M	-4.17M	-64.23%
Mar 31, 2024	BRANDES INVESTMENT PARTNERS, LP	0.19%	2.9M	40.32M	251.24K	+9.48%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.27%	4.21M	58.47M	-93.13K	-2.16%
Mar 31, 2024	MORGAN STANLEY	0.32%	5M	69.39M	148.09K	+3.05%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.1%	1.53M	21.24M	-59.43K	-3.74%
Mar 31, 2024	UBS GROUP AG	0.01%	96.23K	1.34M	33.14K	+52.53%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.01%	98.97K	1.37M	-942.56K	-90.50%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.01%	99.18K	1.38M	7.17K	+7.79%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	104.54K	1.45M	104.54K	+100.00%
Mar 31, 2024	ABRDN PLC	0.01%	105.07K	1.46M	0	0
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.01%	111.27K	1.55M	-9.03K	-7.50%
Mar 31, 2024	CERITY PARTNERS LLC	0.01%	112.87K	1.57M	49.9K	+79.25%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	113.77K	1.58M	60.32K	+112.87%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	114.21K	1.59M	-319.31K	-73.66%
Mar 31, 2024	US BANCORP \DE\	0.01%	116.13K	1.61M	23.45K	+25.30%
Mar 31, 2024	HERITAGE INVESTORS MANAGEMENT CORP	0.01%	117.17K	1.63M	-1.2K	-1.01%
Mar 31, 2024	LEO WEALTH, LLC	0.01%	124.45K	1.73M	-9.88K	-7.35%
Mar 31, 2024	SCHECHTER INVESTMENT ADVISORS, LLC	0.01%	127.3K	1.77M	-1.69K	-1.31%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.01%	130.9K	1.82M	857	+0.66%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.01%	134.89K	1.87M	-72.93K	-35.09%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.01%	138.99K	1.93B	0	0
Mar 31, 2024	CREATIVE PLANNING	0.01%	145.13K	2.02M	39.01K	+36.76%
Mar 31, 2024	PINPOINT ASSET MANAGEMENT LTD	0.01%	147.6K	2.05M	147.6K	+100.00%
Mar 31, 2024	FMR LLC	0.16%	2.57M	35.76M	395.85K	+18.17%
Mar 31, 2024	MONDRIAN INVESTMENT PARTNERS LTD	0.77%	12.08M	169.12M	3.91M	+47.90%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	0.84%	13.12M	182.26M	-1.18M	-8.22%
Mar 31, 2024	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	157.55K	2.19M	2.02K	+1.30%
Mar 31, 2024	CATALYST CAPITAL ADVISORS LLC	0.01%	169K	2.35M	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0.01%	171.66K	2.38M	51.03K	+42.30%
Mar 31, 2024	HUDSON BAY CAPITAL MANAGEMENT LP	0.01%	175K	2.43M	0	0
Mar 31, 2024	FRANKLIN RESOURCES INC	0.01%	185.57K	2.58M	57.02K	+44.36%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.01%	197.42K	2.74M	-46.83K	-19.17%
Mar 31, 2024	POINT72 ASSET MANAGEMENT, L.P.	0.01%	206.1K	2.86M	206.1K	+100.00%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.01%	209.84K	2.92M	-2.93K	-1.38%
Mar 31, 2024	XY CAPITAL LTD	0.01%	222.28K	3.09M	-542.86K	-70.95%
Mar 31, 2024	OPPENHEIMER ASSET MANAGEMENT INC.	0.01%	230.65K	3.2M	13.59K	+6.26%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.02%	242.9K	3.37M	20.53K	+9.23%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.02%	245.63K	3.41M	18.61K	+8.20%
Mar 31, 2024	SUMMIT GLOBAL INVESTMENTS	0.02%	257.79K	3.58M	-80.62K	-23.82%
Mar 31, 2024	LMR PARTNERS LLP	0.02%	271.14K	3.77M	178.13K	+191.50%
Mar 31, 2024	BLEAKLEY FINANCIAL GROUP, LLC	0.02%	288.54K	4.01M	46.18K	+19.06%
Mar 31, 2024	SIMPLICITY WEALTH,LLC	0.02%	288.54K	4.01M	288.54K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.02%	294.22K	4.09M	85.77K	+41.15%
Mar 31, 2024	QRG CAPITAL MANAGEMENT, INC.	0.02%	316.77K	4.4M	-4.54K	-1.41%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.02%	354.3K	4.92M	139.34K	+64.82%
Mar 31, 2024	GTS SECURITIES LLC	0.02%	368.46K	5.12M	-50.46K	-12.05%
Mar 31, 2024	SEI INVESTMENTS CO	0.02%	372.98K	5.18M	23.53K	+6.73%
Mar 31, 2024	ROYAL BANK OF CANADA	0.03%	398.58K	5.54M	17.52K	+4.60%
Mar 31, 2024	JANE STREET GROUP, LLC	0.03%	455.74K	6.33M	-684.09K	-60.02%
Mar 31, 2024	CLEAN YIELD GROUP	0.03%	481.45K	6.69M	-29.07K	-5.69%
Mar 31, 2024	FEDERATED HERMES, INC.	0.04%	590.57K	8.2M	152.25K	+34.73%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.04%	599.91K	8.33M	1.79K	+0.30%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.04%	682.29K	9.48M	26.19K	+3.99%
Mar 31, 2024	CAUSEWAY CAPITAL MANAGEMENT LLC	0.09%	1.44M	20.07M	99.26K	+7.38%
Mar 31, 2024	QUANTINNO CAPITAL MANAGEMENT LP	0.02%	247.07K	3.43M	104.55K	+73.36%
Dec 31, 2023	MONDRIAN INVESTMENT PARTNERS LTD	0.52%	8.17M	116.55M	4.09M	+100.10%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	0.91%	14.3M	204.03M	503.45K	+3.65%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.01%	207.82K	2.97M	-36.57K	-14.97%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.01%	208.44K	2.97M	-85.37K	-29.06%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.01%	212.77K	3.04M	-46.44K	-17.92%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.01%	214.96K	3.07M	-52.94K	-19.76%
Dec 31, 2023	OPPENHEIMER ASSET MANAGEMENT INC.	0.01%	217.06K	3.1M	-26.52K	-10.89%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.01%	222.37K	3.17M	57.13K	+34.58%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.01%	227.02K	3.24M	15.09K	+7.12%
Dec 31, 2023	SIMPLICITY SOLUTIONS, LLC	0.02%	241.46K	3.45M	27.95K	+13.09%
Dec 31, 2023	BLEAKLEY FINANCIAL GROUP, LLC	0.02%	242.35K	3.46M	28.84K	+13.51%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.02%	244.25K	3.49M	-143.77K	-37.05%
Dec 31, 2023	MANNING & NAPIER GROUP, LLC	0.02%	297.89K	4.25M	-4.38K	-1.45%
Dec 31, 2023	SUMMIT GLOBAL INVESTMENTS	0.02%	338.42K	4.83M	2.09K	+0.62%
Dec 31, 2023	SEI INVESTMENTS CO	0.02%	349.45K	4.99M	-12.03K	-3.33%
Dec 31, 2023	ETHIC INC.	0.02%	365.33K	5.21M	-96.52K	-20.90%
Dec 31, 2023	ROYAL BANK OF CANADA	0.02%	381.06K	5.44M	-19.6K	-4.89%
Dec 31, 2023		0.02%	321.31K	4.59M	-34.93K	-9.81%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.03%	433.52K	6.19M	146.81K	+51.21%
Dec 31, 2023	FEDERATED HERMES, INC.	0.03%	438.32K	6.25M	-125.45K	-22.25%
Dec 31, 2023	NOMURA HOLDINGS INC	0.01%	207.6K	2.96M	207.6K	+100.00%
Dec 31, 2023	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.03%	502.49K	7.17M	-70.03K	-12.23%
Dec 31, 2023	CLEAN YIELD GROUP	0.03%	510.52K	7.29M	-22.64K	-4.25%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.04%	598.12K	8.54M	140.46K	+30.69%
Dec 31, 2023	NATIXIS ADVISORS, L.P.	0.04%	656.1K	9.36M	-15.78K	-2.35%
Dec 31, 2023	XY CAPITAL LTD	0.05%	765.14K	10.92M	621.44K	+432.47%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.05%	774.55K	11.05M	12.76K	+1.67%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.05%	834.31K	11.91M	-1.37M	-62.08%
Dec 31, 2023	CITADEL ADVISORS LLC	0.06%	948.3K	13.53M	-5.5K	-0.58%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.07%	1.04M	14.86M	973.94K	+1,440.92%
Dec 31, 2023	JANE STREET GROUP, LLC	0.07%	1.14M	16.27M	729.31K	+177.66%
Dec 31, 2023	Y.D. MORE INVESTMENTS LTD	0.08%	1.25M	17.9M	-126.96K	-9.19%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.08%	1.32M	18.89M	45.62K	+3.57%
Dec 31, 2023	CAUSEWAY CAPITAL MANAGEMENT LLC	0.09%	1.35M	19.2M	101.34K	+8.14%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.1%	1.59M	22.67M	75.88K	+5.02%
Dec 31, 2023	MANAGED ASSET PORTFOLIOS, LLC	0.11%	1.76M	25.09M	21.67K	+1.25%
Dec 31, 2023	BLACKROCK INC.	0.11%	1.77M	25.29M	-522.53K	-22.77%
Dec 31, 2023	NORTHERN TRUST CORP	0.12%	1.81M	25.89M	-376.11K	-17.17%
Dec 31, 2023	TFG ASSET MANAGEMENT GP LTD	0.12%	1.9M	27.17M	0	0
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.12%	1.91M	27.23M	-565.69K	-22.87%
Dec 31, 2023	FMR LLC	0.14%	2.18M	31.09M	-414.96K	-16.00%
Dec 31, 2023	MACQUARIE GROUP LTD	0.16%	2.45M	34.9M	-1.31M	-34.94%
Dec 31, 2023	BRANDES INVESTMENT PARTNERS, LP	0.17%	2.65M	37.83M	849.23K	+47.13%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.21%	3.33M	47.48M	96.5K	+2.99%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.27%	4.3M	61.4M	-547.25K	-11.28%
Dec 31, 2023	MORGAN STANLEY	0.31%	4.85M	69.17M	-385.75K	-7.37%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.41%	6.49M	92.65M	2.73M	+72.57%

Insiders

Among the TAK insiders holding of 0.06% of the stake in company, KIM JULIE SO-YOUNG, President and CEO, holds the largest shares of 391.49K. PLATFORD GILES RICHARD, President, IBU, is the second largest TAK insider with ownership of 315.84K shares. BITETTI TERESA MARIE, President, OBU, stands third with possession of 252.01K shares of that stake.

Insiders	Designation	Shares Held
KIM JULIE SO-YOUNG	President and CEO	391.49K
PLATFORD GILES RICHARD	President, IBU	315.84K
BITETTI TERESA MARIE	President, OBU	252.01K
DUPREY LAUREN RUSCKOWSKI	Chief Transformation Officer	226.06K
FURNEY NATALIE ANNE MARIE	Global General Counsel	204.3K
PACHECO RHONDA JANICE	President, U.S. Business Unit	182.51K
PIGNAGNOLI AGOSTI MARCELLO	Head, Strat. & Port. Dev	176.98K
RICCI GABRIELE	Chief Data & Tech. Officer	171.65K
PLUMP ANDREW STEWART	President, R&D	145.47K
FARAJALLAH AWNY SAMAAN BOTROS	Chief Medical Officer	116.18K
IBRAHIM RAMY RIAD AHMED	President, PDT BU	102.59K
SHANNON ELAINE MARY	Pres., Global Supply & Quality	67.31K
GREENWAY NICOLA DEIDRE PETAL	Chief Human Resources Officer	40.05K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 02, 2026	PLUMP ANDREW STEWART	SALE	18.49	116.19K	2.15M	145.47K
Aug 19, 2026	PLUMP ANDREW STEWART	SALE	18.49	19.65K	363.35K	261.66K
Aug 18, 2026	GREENWAY NICOLA DEIDRE PETAL	SALE	18.11	12.98K	235.12K	40.05K
Aug 11, 2026	SHANNON ELAINE MARY	SALE	17.55	20.36K	357.37K	67.31K
Aug 10, 2026	PACHECO RHONDA JANICE	SALE	17.10	16.9K	289.01K	182.51K
Aug 10, 2026	DUPREY LAUREN RUSCKOWSKI	SALE	17.10	47.59K	813.72K	226.06K
Aug 10, 2026	PLUMP ANDREW STEWART	SALE	17.10	165.39K	2.83M	766.57K
Aug 10, 2026	PIGNAGNOLI AGOSTI MARCELLO	SALE	17.10	22.96K	392.56K	176.98K
Aug 10, 2026	BITETTI TERESA MARIE	SALE	17.10	50.01K	855.21K	252.01K
Aug 10, 2026	SHANNON ELAINE MARY	SALE	17.10	3.98K	68.02K	63.33K
Aug 10, 2026	RICCI GABRIELE	SALE	17.10	25.09K	429K	171.65K
Aug 10, 2026	KIM JULIE SO-YOUNG	SALE	17.10	89.09K	1.52M	391.49K
Aug 10, 2026	PLATFORD GILES RICHARD	SALE	17.10	31.08K	531.52K	315.84K
Aug 10, 2026	FURNEY NATALIE ANNE MARIE	SALE	17.10	30.87K	527.84K	204.3K
Aug 10, 2026	IBRAHIM RAMY RIAD AHMED	SALE	17.10	7.28K	124.44K	102.59K
Aug 10, 2026	FARAJALLAH AWNY SAMAAN BOTROS	SALE	17.10	14.01K	239.5K	116.18K
Aug 10, 2026	GREENWAY NICOLA DEIDRE PETAL	SALE	17.10	6.77K	115.84K	53.03K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES680.2K17

NET SHARES-680.2K17

SHARES HELD3.54M17

% NET SHARES-119.23%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.12

Short Percent Of Float0.12

Shares Outstanding3.19B

Shares Float3.16B

Shares Short3.82M

Short Ratio1.34

0.12%

Short % of Float

0.12%

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

0.06% Percentage of Shares held by All Insiders

3.3% Percentage of Shares held by All Institutions

3.3% Percentage of Float held by Institutions

452

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	COLONY GROUP, LLC	0.02%	679.95K	10.9M	197.56K	+40.96%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.01%	167.86K	2.69M	-5.11K	-2.95%
Jun 30, 2026	CARRERA CAPITAL ADVISORS	0.01%	167.17K	2.73M	2.05K	+1.24%
Jun 30, 2026	CALLAN FAMILY OFFICE, LLC	0.01%	165.3K	2.65M	2.35K	+1.44%
Jun 30, 2026	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	160.17K	2.57M	-5.63K	-3.40%
Jun 30, 2026	DIMENSIONAL FUND ADVISORS LP	0.01%	157.97K	2.53M	22.29K	+16.43%
Jun 30, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0%	152.68K	2.45M	23.13K	+17.85%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0%	152.6K	2.45M	-71.41K	-31.88%
Jun 30, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0%	151.44K	2.44M	9.56K	+6.74%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0%	144K	2.31M	-14.63K	-9.22%
Jun 30, 2026	VIDENT ADVISORY, LLC	0%	143.92K	2.31M	68.89K	+91.80%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0%	136.77K	2.19M	7.44K	+5.75%
Jun 30, 2026	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	127.53K	2.04M	-4.56K	-3.46%
Jun 30, 2026	VANGUARD CAPITAL MANAGEMENT LLC	0%	123.37K	1.98M	0	0
Jun 30, 2026	RHUMBLINE ADVISERS	0%	121.43K	1.95M	-235	-0.19%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0%	118.12K	1.89M	21.81K	+22.64%
Jun 30, 2026	PFM HEALTH SCIENCES, LP	0.01%	444.17K	7.12M	444.17K	+100.00%
Jun 30, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.01%	432.96K	6.94M	1.35K	+0.31%
Jun 30, 2026	CITIGROUP INC	0.01%	396.46K	6.36M	38.28K	+10.69%
Jun 30, 2026	BLACKROCK, INC.	0.12%	3.69M	59.12M	511.75K	+16.11%
Jun 30, 2026	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.19%	6.05M	96.99M	-374.21K	-5.82%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.16%	5.13M	82.15M	-493.7K	-8.79%
Jun 30, 2026	BRANDES INVESTMENT PARTNERS, LP	0.14%	4.54M	72.77M	108.71K	+2.45%
Jun 30, 2026	RENAISSANCE TECHNOLOGIES LLC	0.08%	2.57M	41.17M	-421.1K	-14.09%
Jun 30, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.07%	2.21M	35.39M	2.21M	+100.00%
Jun 30, 2026	FIRST TRUST ADVISORS LP	0.07%	2.11M	33.9M	143.84K	+7.30%
Jun 30, 2026	D. E. SHAW & CO., INC.	0.06%	2.05M	32.85M	-553.08K	-21.25%
Jun 30, 2026	MANAGED ASSET PORTFOLIOS, LLC	0.06%	1.82M	29.24M	25.49K	+1.42%
Jun 30, 2026	NORTHERN TRUST CORP	0.06%	1.74M	27.9M	-220.73K	-11.26%
Jun 30, 2026	VAN ECK ASSOCIATES CORP	0.05%	1.67M	26.83M	-586.1K	-25.93%
Jun 30, 2026	LPL FINANCIAL LLC	0.02%	555.23K	8.9M	81.02K	+17.09%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.01%	408.74K	6.55M	96.72K	+31.00%
Jun 30, 2026	ETHIC INC.	0.01%	365.25K	5.85M	30.42K	+9.08%
Jun 30, 2026	HRT FINANCIAL LP	0.01%	278.71K	4.47M	152.63K	+121.07%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.02%	619.02K	9.92M	78.67K	+14.56%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.05%	1.6M	25.62M	186.25K	+13.19%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.05%	1.53M	24.46M	631.26K	+70.58%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.04%	1.4M	22.48M	113.32K	+8.79%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.04%	1.15M	18.45M	14.8K	+1.30%
Jun 30, 2026	MILLENNIUM MANAGEMENT LLC	0.03%	1.05M	16.84M	1.05M	+100.00%
Jun 30, 2026	UBS GROUP AG	0.03%	911.32K	14.61M	-1.83M	-66.74%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.01%	351.77K	5.64M	5.95K	+1.72%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	0.02%	619.02K	9.92M	619.02K	+100.00%
Jun 30, 2026	CREATIVE PLANNING	0.02%	584.78K	9.37M	41.78K	+7.69%
Jun 30, 2026	AMERICAN CENTURY COMPANIES INC	0.02%	584.56K	9.37M	69.2K	+13.43%
Jun 30, 2026	BALYASNY ASSET MANAGEMENT L.P.	0.02%	511.34K	8.2M	370.76K	+263.74%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.02%	485.73K	7.79M	174.03K	+55.83%
Jun 30, 2026	US BANCORP \DE\	0.01%	466.71K	7.48M	-43.51K	-8.53%
Jun 30, 2026	FEDERATED HERMES, INC.	0.01%	376.86K	6.04M	-5.39K	-1.41%
Jun 30, 2026	QRG CAPITAL MANAGEMENT, INC.	0.01%	372.75K	5.98M	5.06K	+1.38%
Jun 30, 2026	MARINER, LLC	0.01%	308.16K	4.94M	73.17K	+31.14%
Jun 30, 2026	HUDSON BAY CAPITAL MANAGEMENT LP	0.01%	275K	4.41M	275K	+100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0.02%	769K	12.33M	769K	+100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0.02%	758.9K	12.17M	-750.6K	-49.73%
Jun 30, 2026	JPMORGAN CHASE & CO	0.02%	744.92K	11.9M	290.94K	+64.09%
Jun 30, 2026	CROSSMARK GLOBAL HOLDINGS, INC.	0.02%	783.84K	12.56M	6.69K	+0.86%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.01%	307.31K	4.93M	-12.66K	-3.96%
Jun 30, 2026	ASSETMARK, INC	0.01%	314.69K	5.04M	87.07K	+38.25%
Jun 30, 2026	CAPITAL RESEARCH GLOBAL INVESTORS	0.61%	19.3M	309.34M	193.46K	+1.01%
Jun 30, 2026	FMR LLC	0.3%	9.6M	153.88M	2.48M	+34.87%
Jun 30, 2026	MORGAN STANLEY	0.22%	6.99M	112.13M	525.32K	+8.12%
Jun 30, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.12%	3.73M	59.84M	616.61K	+19.79%
Jun 30, 2026	HANTZ FINANCIAL SERVICES, INC.	0.01%	269.65K	4.32M	-13.39K	-4.73%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.01%	239.31K	3.84M	-1.99K	-0.82%
Jun 30, 2026	CLEAN YIELD GROUP	0.01%	227.99K	3.65M	-10.38K	-4.35%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.01%	204.24K	3.27M	33.88K	+19.89%
Jun 30, 2026	CATALYST CAPITAL ADVISORS LLC	0.01%	192K	3.08M	0	0
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	191.54K	3.07M	5.77K	+3.11%
Jun 30, 2026	NUVEEN, LLC	0.01%	174.36K	2.79M	174.36K	+100.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.02%	722.86K	11.59M	94.31K	+15.00%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	0.02%	714.14K	11.45M	523.73K	+275.05%
Jun 30, 2026	ROYAL BANK OF CANADA	0.02%	692.9K	11.11M	78.05K	+12.69%
Mar 31, 2026	CAPITAL RESEARCH GLOBAL INVESTORS	0.61%	19.1M	353.81M	5.62M	+41.65%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.18%	5.62M	104.06M	813.49K	+16.93%
Mar 31, 2026	BRANDES INVESTMENT PARTNERS, LP	0.14%	4.43M	82.06M	548.76K	+14.14%
Mar 31, 2026	D. E. SHAW & CO., INC.	0.08%	2.6M	48.2M	-1.69M	-39.39%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	0.07%	2.26M	41.86M	-45.29K	-1.96%
Mar 31, 2026	CITADEL ADVISORS LLC	0.02%	624.16K	11.56M	234.43K	+60.15%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.04%	1.29M	23.88M	220K	+20.57%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.03%	894.42K	16.56M	215.15K	+31.67%
Mar 31, 2026	CAPITAL WEALTH PLANNING, LLC	0.03%	886.84K	16.42M	886.84K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.02%	614.85K	11.39M	60.73K	+10.96%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.02%	540.35K	10.01M	126.66K	+30.62%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	0.02%	515.36K	9.54M	106.76K	+26.13%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.01%	319.97K	5.93M	-42.9K	-11.82%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.01%	312.02K	5.77M	138.41K	+79.72%
Mar 31, 2026	NATIXIS ADVISORS, L.P.	0.01%	324.03K	6M	96.28K	+42.27%
Mar 31, 2026	ETHIC INC.	0.01%	334.84K	6.2M	30.18K	+9.91%
Mar 31, 2026	CROSSMARK GLOBAL HOLDINGS, INC.	0.02%	777.15K	14.39M	31.97K	+4.29%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.04%	1.14M	21.04M	75.56K	+7.13%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.05%	1.41M	26.15M	391.28K	+38.34%
Mar 31, 2026	MANAGED ASSET PORTFOLIOS, LLC	0.06%	1.8M	33.31M	302.65K	+20.23%
Mar 31, 2026	BOSTON PARTNERS	0%	115.52K	2.14M	21.81K	+23.28%
Mar 31, 2026	SUMMIT GLOBAL INVESTMENTS	0%	116.49K	2.16M	12.12K	+11.61%
Mar 31, 2026	RHUMBLINE ADVISERS	0%	121.66K	2.25M	4.03K	+3.42%
Mar 31, 2026		0%	123.37K	2.28M	123.37K	+100.00%
Mar 31, 2026	HRT FINANCIAL LP	0%	126.07K	2.33M	66.99K	+113.39%
Mar 31, 2026	QUADRANT CAPITAL GROUP LLC	0%	127.51K	2.36M	46.49K	+57.38%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0%	129.34K	2.4M	18.18K	+16.36%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0%	129.55K	2.4M	29.57K	+29.57%
Mar 31, 2026	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	132.09K	2.45M	-3.31K	-2.44%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	0%	135.68K	2.51M	-27.61K	-16.91%
Mar 31, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0%	141.88K	2.63M	112.09K	+376.27%
Mar 31, 2026	CALLAN FAMILY OFFICE, LLC	0.01%	162.96K	3.02M	8.7K	+5.64%
Mar 31, 2026	CARRERA CAPITAL ADVISORS	0.01%	165.12K	3.06M	4.76K	+2.97%
Mar 31, 2026	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	165.8K	3.07M	-980	-0.59%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.01%	170.36K	3.16M	44.72K	+35.59%
Mar 31, 2026	SKOPOS LABS, INC.	0.01%	174.9K	3.24M	88.69K	+102.88%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	185.77K	3.44M	48.51K	+35.34%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.01%	190.41K	3.53M	4.86K	+2.62%
Mar 31, 2026	CATALYST CAPITAL ADVISORS LLC	0.01%	192K	3.56M	0	0
Mar 31, 2026	MANNING & NAPIER ADVISORS LLC	0.01%	218.98K	4.06M	3.25K	+1.51%
Mar 31, 2026	CITIGROUP INC	0.01%	358.17K	6.63M	339.1K	+1,778.21%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.06%	1.97M	36.5M	-411.56K	-17.27%
Mar 31, 2026	UBS GROUP AG	0.09%	2.74M	50.75M	-1.38M	-33.55%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.1%	2.99M	55.36M	370.8K	+14.16%
Mar 31, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.1%	3.12M	57.71M	-2.57M	-45.16%
Mar 31, 2026	BLACKROCK, INC.	0.1%	3.18M	58.83M	444.82K	+16.28%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.01%	345.82K	6.4M	156.25K	+82.42%
Mar 31, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.01%	431.6K	7.99M	68.84K	+18.98%
Mar 31, 2026	JPMORGAN CHASE & CO	0.01%	453.98K	8.29M	211.8K	+87.46%
Mar 31, 2026	LPL FINANCIAL LLC	0.02%	474.21K	8.78M	117.77K	+33.04%
Mar 31, 2026	CREATIVE PLANNING	0.02%	543K	10.06M	147.61K	+37.33%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.02%	628.55K	11.64M	74.26K	+13.40%
Mar 31, 2026	CLEAN YIELD GROUP	0.01%	238.37K	4.41M	-22.44K	-8.60%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.01%	241.29K	4.47M	24.92K	+11.52%
Mar 31, 2026	ASSETMARK, INC	0.01%	227.62K	4.22M	71.5K	+45.80%
Mar 31, 2026	WALLEYE CAPITAL LLC	0.01%	260.82K	4.83M	177.73K	+213.92%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.01%	311.7K	5.77M	311.7K	+100.00%
Mar 31, 2026	COLONY GROUP, LLC	0.02%	482.39K	8.87M	-79.66K	-14.17%
Mar 31, 2026	US BANCORP \DE\	0.02%	510.23K	9.45M	292.7K	+134.56%
Mar 31, 2026	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.21%	6.42M	118.99M	6.42M	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.01%	224.02K	4.15M	15.09K	+7.22%
Mar 31, 2026	MORGAN STANLEY	0.21%	6.47M	119.82M	96.4K	+1.51%
Mar 31, 2026	FMR LLC	0.23%	7.12M	131.82M	3.06M	+75.44%
Mar 31, 2026	TREXQUANT INVESTMENT LP	0.01%	229.46K	4.25M	229.46K	+100.00%
Mar 31, 2026	SEI INVESTMENTS CO	0.01%	229.94K	4.26M	38.74K	+20.26%
Mar 31, 2026	MARINER, LLC	0.01%	234.99K	4.35M	47.35K	+25.23%
Mar 31, 2026	QRG CAPITAL MANAGEMENT, INC.	0.01%	367.69K	6.81M	78.96K	+27.35%
Mar 31, 2026	FEDERATED HERMES, INC.	0.01%	382.25K	7.08M	5.39K	+1.43%
Mar 31, 2026	NORTHERN TRUST CORP	0.06%	1.96M	36.32M	262.12K	+15.43%
Mar 31, 2026	HANTZ FINANCIAL SERVICES, INC.	0.01%	283.04K	5.24M	29.56K	+11.66%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	679.28K	10.59M	-87.01K	-11.35%
Dec 31, 2025	CARRERA CAPITAL ADVISORS	0.01%	160.36K	2.5M	9.76K	+6.48%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	163.29K	2.55M	-5.27K	-3.13%
Dec 31, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	166.78K	2.6M	301	+0.18%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	173.61K	2.71M	19.45K	+12.62%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	175.74K	2.74M	-36.86K	-17.34%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	185.55K	2.89M	174.36K	+1,557.58%
Dec 31, 2025	MARINER, LLC	0.01%	187.64K	2.93M	-61.33K	-24.63%
Dec 31, 2025	US BANCORP \DE\	0.01%	217.53K	3.39M	98.8K	+83.22%
Dec 31, 2025	NATIXIS ADVISORS, L.P.	0.01%	227.75K	3.55M	-252.62K	-52.59%
Dec 31, 2025	JPMORGAN CHASE & CO	0.01%	242.18K	3.78M	-5.35K	-2.16%
Dec 31, 2025	TORONTO DOMINION BANK	0.03%	823.2K	12.83M	-2.18M	-72.60%
Dec 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.01%	362.76K	5.66M	449	+0.12%
Dec 31, 2025	LPL FINANCIAL LLC	0.01%	356.43K	5.56M	104.26K	+41.34%
Dec 31, 2025	MANNING & NAPIER ADVISORS LLC	0.01%	215.73K	3.37M	-10.71K	-4.73%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.01%	189.57K	2.96M	189.57K	+100.00%
Dec 31, 2025	ASSETMARK, INC	0%	156.12K	2.43M	33.9K	+27.74%
Dec 31, 2025	CALLAN FAMILY OFFICE, LLC	0%	154.25K	2.4M	112.94K	+273.33%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	137.26K	2.14M	-33.98K	-19.84%
Dec 31, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	135.4K	2.11M	-39.7K	-22.67%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0%	125.64K	1.96M	15.96K	+14.55%
Dec 31, 2025	CERITY PARTNERS LLC	0%	121.66K	1.9M	-33.83K	-21.76%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0%	118.77K	1.85M	77.67K	+188.96%
Dec 31, 2025	RHUMBLINE ADVISERS	0%	117.64K	1.83M	57.46K	+95.47%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0%	111.15K	1.73M	-18.52K	-14.28%
Dec 31, 2025	GOLD INVESTMENT MANAGEMENT LTD.	0%	108.28K	1.69M	4.41K	+4.24%
Dec 31, 2025	HANTZ FINANCIAL SERVICES, INC.	0.01%	253.48K	3.95M	-6.7K	-2.57%
Dec 31, 2025	CLEAN YIELD GROUP	0.01%	260.8K	4.07M	-5.23K	-1.97%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	197.51K	3.08M	-1.58M	-88.88%
Dec 31, 2025	UBS GROUP AG	0.13%	4.12M	64.29M	-1.77M	-30.04%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.01%	208.92K	3.26M	-4.29K	-2.01%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.01%	216.38K	3.37M	-21.96K	-9.21%
Dec 31, 2025	QRG CAPITAL MANAGEMENT, INC.	0.01%	288.73K	4.5M	7.59K	+2.70%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.01%	298.4K	4.65M	91.2K	+44.02%
Dec 31, 2025	ETHIC INC.	0.01%	304.66K	4.75M	-6.1K	-1.96%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.15%	4.81M	74.91M	-148.1K	-2.99%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.18%	5.68M	88.6M	2.85M	+100.89%
Dec 31, 2025	MORGAN STANLEY	0.2%	6.37M	99.36M	-1.32M	-17.13%
Dec 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.43%	13.49M	210.26M	82.64K	+0.62%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	1.02M	15.91M	154.03K	+17.77%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.03%	1.06M	16.53M	26.2K	+2.53%
Dec 31, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.05%	1.5M	23.32M	9.34K	+0.63%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.07%	2.31M	35.94M	1.14M	+98.35%
Dec 31, 2025	SEI INVESTMENTS CO	0.01%	191.2K	2.98M	-2.1K	-1.08%
Dec 31, 2025	CATALYST CAPITAL ADVISORS LLC	0.01%	192K	2.99M	7K	+3.78%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.08%	2.38M	37.15M	-134.81K	-5.36%
Dec 31, 2025	VANGUARD GROUP INC	0%	101.87K	1.59M	0	0
Dec 31, 2025	FORUM FINANCIAL MANAGEMENT, LP	0%	102.33K	1.6M	0	0
Dec 31, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.02%	745.18K	11.62M	17.94K	+2.47%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	362.87K	5.66M	-5.48K	-1.49%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.14%	4.29M	66.94M	4.01M	+1,426.43%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0%	107.85K	1.68M	-15K	-12.21%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.08%	2.62M	40.82M	-1.25M	-32.25%
Dec 31, 2025	BLACKROCK, INC.	0.09%	2.73M	42.59M	-575.99K	-17.41%
Dec 31, 2025	BRANDES INVESTMENT PARTNERS, LP	0.12%	3.88M	60.52M	-49.92K	-1.27%
Dec 31, 2025	FMR LLC	0.13%	4.06M	63.25M	-130.08K	-3.11%
Dec 31, 2025	NORTHERN TRUST CORP	0.05%	1.7M	26.49M	-124.8K	-6.84%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	1.07M	16.67M	95.47K	+9.80%
Dec 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.03%	962.5K	15.01M	880.29K	+1,070.74%
Dec 31, 2025	COLONY GROUP, LLC	0.02%	562.05K	8.76M	461.46K	+458.75%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.02%	554.29K	8.64M	45.37K	+8.91%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.01%	408.6K	6.37M	9.63K	+2.41%
Dec 31, 2025	CREATIVE PLANNING	0.01%	395.39K	6.16M	-68K	-14.68%
Dec 31, 2025	CITADEL ADVISORS LLC	0.01%	389.73K	6.08M	314.11K	+415.36%
Dec 31, 2025	FEDERATED HERMES, INC.	0.01%	376.86K	5.88M	-21.52K	-5.40%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.01%	376.2K	5.86M	363K	+2,750.00%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	413.69K	6.45M	27.93K	+7.24%
Dec 31, 2025	ROYAL BANK OF CANADA	0.02%	554.13K	8.64M	64.73K	+13.23%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.08%	2.52M	36.86M	-84.37K	-3.24%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.01%	281.29K	4.12M	281.29K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.25%	7.69M	112.59M	70.83K	+0.93%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.08%	2.56M	37.42M	-532.46K	-17.24%
Sep 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.43%	13.4M	196.24M	108.56K	+0.82%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.02%	508.92K	7.45M	54.91K	+12.09%
Sep 30, 2025	NORTHERN TRUST CORP	0.06%	1.82M	26.7M	-206.18K	-10.16%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.06%	1.78M	26M	1.43M	+407.88%
Sep 30, 2025	CITADEL ADVISORS LLC	0.05%	1.61M	23.55M	757.8K	+89.06%
Sep 30, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.05%	1.49M	21.76M	-2.44K	-0.16%
Sep 30, 2025	SEI INVESTMENTS CO	0.01%	193.3K	2.83M	33.36K	+20.86%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.01%	398.97K	5.84M	41.94K	+11.75%
Sep 30, 2025	ETHIC INC.	0.01%	310.75K	4.55M	43.3K	+16.19%
Sep 30, 2025	MARINER, LLC	0.01%	248.97K	3.64M	-20.8K	-7.71%
Sep 30, 2025	XY CAPITAL LTD	0.01%	200.03K	2.93M	200.03K	+100.00%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.09%	2.83M	41.41M	1.61M	+132.12%
Sep 30, 2025	TORONTO DOMINION BANK	0.1%	3M	43.98M	3M	+100.00%
Sep 30, 2025	FEDERATED HERMES, INC.	0.01%	398.39K	5.83M	-135.64K	-25.40%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	385.76K	5.65M	27.71K	+7.74%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.04%	1.16M	17.02M	-169.15K	-12.70%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	1.03M	15.14M	21.24K	+2.10%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	368.35K	5.39M	-668.81K	-64.48%
Sep 30, 2025	CREATIVE PLANNING	0.01%	463.39K	6.78M	91.34K	+24.55%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.01%	362.31K	5.3M	2.94K	+0.82%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.16%	4.95M	72.52M	452.37K	+10.05%
Sep 30, 2025	CATALYST CAPITAL ADVISORS LLC	0.01%	185K	2.71M	4K	+2.21%
Sep 30, 2025	BLACKROCK, INC.	0.11%	3.31M	48.42M	-243.29K	-6.85%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.12%	3.86M	56.58M	565.4K	+17.14%
Sep 30, 2025	BRANDES INVESTMENT PARTNERS, LP	0.13%	3.93M	57.56M	219.53K	+5.91%
Sep 30, 2025	FMR LLC	0.13%	4.19M	61.3M	85.29K	+2.08%
Sep 30, 2025	SUMMIT GLOBAL INVESTMENTS	0%	85.2K	1.25M	-96.45K	-53.10%
Sep 30, 2025	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0%	93.26K	1.37M	93.26K	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	95.27K	1.39M	12.21K	+14.69%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0%	98.84K	1.45M	2.52K	+2.61%
Sep 30, 2025	HERITAGE INVESTORS MANAGEMENT CORP	0%	99.87K	1.46M	-3.24K	-3.14%
Sep 30, 2025	VANGUARD GROUP INC	0%	101.87K	1.49M	0	0
Sep 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	0%	102.33K	1.5M	10.4K	+11.31%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0%	103.86K	1.52M	5.81K	+5.93%
Sep 30, 2025	GOLD INVESTMENT MANAGEMENT LTD.	0%	103.88K	1.52M	3.83K	+3.83%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0%	109.68K	1.61M	14.57K	+15.32%
Sep 30, 2025	BOSTON PARTNERS	0%	117.95K	1.73M	12.22K	+11.56%
Sep 30, 2025	US BANCORP \DE\	0%	118.72K	1.74M	6.25K	+5.56%
Sep 30, 2025	ASSETMARK, INC	0%	122.22K	1.79M	26.5K	+27.68%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0%	122.85K	1.8M	-13.87K	-10.14%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0%	129.67K	1.9M	-11.09K	-7.88%
Sep 30, 2025	CARRERA CAPITAL ADVISORS	0%	150.6K	2.2M	11.45K	+8.23%
Sep 30, 2025	CERITY PARTNERS LLC	0.01%	155.49K	2.28M	-4.37K	-2.74%
Sep 30, 2025	LPL FINANCIAL LLC	0.01%	252.18K	3.69M	26.74K	+11.86%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	247.53K	3.62M	67.77K	+37.70%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.01%	203.81K	2.98M	159.71K	+362.10%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.01%	207.2K	3.03M	54.7K	+35.87%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	212.6K	3.11M	-12.64K	-5.61%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.01%	213.22K	3.12M	138.71K	+186.19%
Sep 30, 2025	WALLEYE CAPITAL LLC	0.01%	221.52K	3.24M	189.74K	+597.05%
Sep 30, 2025	MANNING & NAPIER ADVISORS LLC	0.01%	226.44K	3.32M	-18.8K	-7.67%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.01%	238.34K	3.49M	16.49K	+7.43%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.01%	181.33K	2.65B	-82.76K	-31.34%
Sep 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	175.1K	2.56M	-27.22K	-13.45%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	171.24K	2.51M	39.51K	+30.00%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	168.56K	2.47M	8.84K	+5.53%
Sep 30, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	166.48K	2.44M	1.7K	+1.03%
Sep 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0.01%	260.17K	3.81M	32.93K	+14.49%
Sep 30, 2025	CLEAN YIELD GROUP	0.01%	266.04K	3.89M	-8.98K	-3.26%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	973.86K	14.26M	176.82K	+22.18%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	866.61K	12.69M	-13.26K	-1.51%
Sep 30, 2025	UBS GROUP AG	0.19%	5.89M	86.29M	1.87M	+46.45%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	766.28K	11.22M	397.14K	+107.59%
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.02%	727.23K	10.65M	40	+0.01%
Sep 30, 2025	ABC ARBITRAGE SA	0.02%	571.86K	8.37M	571.86K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.02%	489.39K	7.17M	24.54K	+5.28%
Sep 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.01%	281.14K	4.12M	-151.51K	-35.02%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.02%	480.37K	7.03M	26.85K	+5.92%
Jun 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.02%	359.37K	5.56M	32.79K	+10.04%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	1.04M	16.03M	718.81K	+225.79%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	1.01M	15.66M	45.2K	+4.67%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.05%	797.04K	12.32M	280.99K	+54.45%
Jun 30, 2025	ROYAL BANK OF CANADA	0.03%	464.85K	7.19M	23.8K	+5.40%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.03%	454.02K	7.02M	52.24K	+13.00%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.03%	453.53K	7.01M	33.25K	+7.91%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.02%	397.46K	6.14M	-442.86K	-52.70%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.02%	358.05K	5.54M	46.83K	+15.05%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.02%	357.03K	5.52M	40.82K	+12.91%
Jun 30, 2025	LPL FINANCIAL LLC	0.01%	225.44K	3.49M	24.01K	+11.92%
Jun 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	202.31K	3.13M	45.96K	+29.39%
Jun 30, 2025	SUMMIT GLOBAL INVESTMENTS	0.01%	181.65K	2.81M	-169.09K	-48.21%
Jun 30, 2025	CATALYST CAPITAL ADVISORS LLC	0.01%	181K	2.8M	0	0
Jun 30, 2025	SEI INVESTMENTS CO	0.01%	159.94K	2.47M	10.13K	+6.76%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	159.72K	2.47M	-17.29K	-9.77%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.01%	140.76K	2.18M	11.28K	+8.71%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.08%	1.22M	18.84M	-181.77K	-12.98%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.02%	264.09K	4.08M	179.11K	+210.76%
Jun 30, 2025	JPMORGAN CHASE & CO	0.01%	179.76K	2.78M	-99.66K	-35.67%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.05%	879.87K	13.6M	-11.31K	-1.27%
Jun 30, 2025	CREATIVE PLANNING	0.02%	372.06K	5.75M	72.49K	+24.20%
Jun 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.83%	13.3M	205.55M	94.57K	+0.72%
Jun 30, 2025	MORGAN STANLEY	0.47%	7.62M	117.8B	1.92M	+33.62%
Jun 30, 2025	FMR LLC	0.26%	4.1M	63.41M	236.56K	+6.12%
Jun 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0.01%	227.24K	3.51M	7.74K	+3.53%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	225.23K	3.48M	-8.39K	-3.59%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.01%	221.85K	3.44M	7.09K	+3.30%
Jun 30, 2025	CERITY PARTNERS LLC	0.01%	159.86K	2.47M	578	+0.36%
Jun 30, 2025	CARRERA CAPITAL ADVISORS	0.01%	139.15K	2.15M	139.15K	+100.00%
Jun 30, 2025		0.01%	138.15K	2.14M	138.15K	+100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.01%	137.96K	2.13M	23.66K	+20.70%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	131.72K	2.04M	975	+0.75%
Jun 30, 2025	QUADRANT CAPITAL GROUP LLC	0.01%	127.72K	1.97M	-34.26K	-21.15%
Jun 30, 2025	BOSTON PARTNERS	0.01%	105.74K	1.63M	-26.37K	-19.96%
Jun 30, 2025	HERITAGE INVESTORS MANAGEMENT CORP	0.01%	103.11K	1.59M	-270	-0.26%
Jun 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	0.01%	91.93K	1.42M	-22.39K	-19.58%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.01%	91.65K	1.42M	91.65K	+100.00%
Jun 30, 2025	COLONY GROUP, LLC	0.01%	89.78K	1.39M	7.04K	+8.51%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.01%	80.83K	1.25M	11.54K	+16.66%
Jun 30, 2025	M&T BANK CORP	0%	74.76K	1.16M	33.34K	+80.49%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	369.14K	5.71B	173.4K	+88.59%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	349.66K	5.41M	55.96K	+19.05%
Jun 30, 2025	CLEAN YIELD GROUP	0.02%	275.02K	4.25M	-11.54K	-4.03%
Jun 30, 2025	MARINER, LLC	0.02%	269.77K	4.17M	105.14K	+63.86%
Jun 30, 2025	ETHIC INC.	0.02%	267.46K	4.04M	47.92K	+21.83%
Jun 30, 2025	MANNING & NAPIER ADVISORS LLC	0.02%	245.24K	3.79M	-52.28K	-17.57%
Jun 30, 2025	GOLD INVESTMENT MANAGEMENT LTD.	0.01%	100.05K	1.54M	2.49K	+2.55%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.01%	98.64K	1.52M	46.49K	+89.16%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.01%	98.05K	1.52M	33.45K	+51.78%
Jun 30, 2025	ASSETMARK, INC	0.01%	95.72K	1.48M	9.18K	+10.61%
Jun 30, 2025	VISE TECHNOLOGIES, INC.	0.01%	80.64K	1.25M	80.64K	+100.00%
Jun 30, 2025	VIDENT ADVISORY, LLC	0%	78.33K	1.21M	57.6K	+277.82%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.28%	4.5M	69.58B	-819.83K	-15.41%
Jun 30, 2025	UBS GROUP AG	0.25%	4.02M	62.22M	2.27M	+129.38%
Jun 30, 2025	BRANDES INVESTMENT PARTNERS, LP	0.23%	3.71M	57.39M	208.14K	+5.94%
Jun 30, 2025	BLACKROCK, INC.	0.22%	3.55M	54.9M	920.04K	+34.97%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.21%	3.3M	51.01M	141.5K	+4.48%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.19%	3.09M	47.75M	2.84M	+1,152.21%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.16%	2.6M	40.22M	-154.15K	-5.59%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.16%	2.53M	39.17M	-899.3K	-26.20%
Jun 30, 2025	NORTHERN TRUST CORP	0.13%	2.03M	31.38M	389.97K	+23.78%
Jun 30, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.09%	1.49M	23.02M	19.18K	+1.30%
Jun 30, 2025	CITADEL ADVISORS LLC	0.05%	850.9K	13.15B	800.3K	+1,581.62%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	832.3K	12.87M	810.1K	+3,649.10%
Jun 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.05%	727.19K	11.24M	330.36K	+83.25%
Jun 30, 2025	FEDERATED HERMES, INC.	0.03%	534.03K	8.26M	-7.89K	-1.46%
Jun 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.03%	432.65K	6.69M	45.73K	+11.82%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.01%	171.72K	2.65M	99.24K	+136.91%
Jun 30, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	164.79K	2.55M	-20.69K	-11.15%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.01%	152.5K	2.36M	-2.1K	-1.36%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	143.69K	2.22M	61.51K	+74.85%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.08%	1.33M	20.58M	-840.95K	-38.71%
Mar 31, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.03%	396.83K	5.9M	186.35K	+88.53%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.03%	401.78K	5.97M	-33.36K	-7.67%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	891.18K	13.25M	-93.5K	-9.49%
Mar 31, 2025	QUADRANT CAPITAL GROUP LLC	0.01%	161.98K	2.41M	143.77K	+789.71%
Mar 31, 2025	CATALYST CAPITAL ADVISORS LLC	0.01%	181K	2.69M	3K	+1.69%
Mar 31, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	185.47K	2.76M	44.64K	+31.69%
Mar 31, 2025	BLACKROCK, INC.	0.17%	2.63M	39.12M	426.98K	+19.37%
Mar 31, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.22%	3.43M	51.05M	3.43M	+100.00%
Mar 31, 2025	BRANDES INVESTMENT PARTNERS, LP	0.22%	3.5M	52.11M	464.56K	+15.28%
Mar 31, 2025	FMR LLC	0.24%	3.87M	57.47M	478.81K	+14.14%
Mar 31, 2025	MARINER, LLC	0.01%	164.63K	2.45M	22.13K	+15.53%
Mar 31, 2025	LPL FINANCIAL LLC	0.01%	201.43K	3M	14.78K	+7.92%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	177.01K	2.63M	-4.92K	-2.71%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.02%	311.22K	4.63M	57.67K	+22.74%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.06%	967.83K	14.39M	104.15K	+12.06%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.01%	214.76K	3.19M	-101.55K	-32.11%
Mar 31, 2025	ETHIC INC.	0.01%	219.54K	3.27M	-106.77K	-32.72%
Mar 31, 2025	HUDSON BAY CAPITAL MANAGEMENT LP	0.01%	227.5K	3.38M	-47.5K	-17.27%
Mar 31, 2025	CLEAN YIELD GROUP	0.02%	286.56K	4.26M	-73.54K	-20.42%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	293.7K	4.37M	113.76K	+63.22%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.09%	1.4M	20.82M	-2.82M	-66.79%
Mar 31, 2025	JANE STREET GROUP, LLC	0.1%	1.62M	24.06M	1.62M	+100.00%
Mar 31, 2025	NORTHERN TRUST CORP	0.1%	1.64M	24.39M	-233.68K	-12.47%
Mar 31, 2025	UBS GROUP AG	0.11%	1.75M	26.09M	92.93K	+5.59%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	195.74K	2.91M	59.44K	+43.61%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.01%	233.62K	3.47M	59.27K	+33.99%
Mar 31, 2025	MANNING & NAPIER ADVISORS LLC	0.02%	297.52K	4.42M	-6.89K	-2.26%
Mar 31, 2025	CREATIVE PLANNING	0.02%	299.56K	4.45M	48.22K	+19.18%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.02%	316.21K	4.7M	15.12K	+5.02%
Mar 31, 2025	QRG CAPITAL MANAGEMENT, INC.	0.02%	386.93K	5.75M	57.28K	+17.38%
Mar 31, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.09%	1.47M	21.85M	52.22K	+3.68%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.02%	246.66K	3.67M	-1.75M	-87.67%
Mar 31, 2025	JPMORGAN CHASE & CO	0.02%	279.42K	4.16M	195.6K	+233.34%
Mar 31, 2025	FEDERATED HERMES, INC.	0.03%	541.92K	8.06M	106.89K	+24.57%
Mar 31, 2025	TORONTO DOMINION BANK	0.04%	647.6K	9.63M	137K	+26.83%
Mar 31, 2025	VERITION FUND MANAGEMENT LLC	0.05%	840.32K	12.5M	840.32K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.03%	441.05K	6.56M	43.71K	+11.00%
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	516.04K	7.67M	34.21K	+7.10%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.17%	2.76M	40.98M	-484.98K	-14.96%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.2%	3.16M	46.95M	78.3K	+2.54%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.34%	5.32M	79.12M	692.4K	+14.96%
Mar 31, 2025	MORGAN STANLEY	0.36%	5.7M	84.8M	101.7K	+1.82%
Mar 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.83%	13.2M	196.3M	38.49K	+0.29%
Mar 31, 2025	HANTZ FINANCIAL SERVICES, INC.	0.01%	219.5K	3.26M	327	+0.15%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.14%	2.17M	32.3M	-38.04K	-1.72%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	318.36K	4.73M	-44.16K	-12.18%
Mar 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.02%	326.57K	4.86M	8.23K	+2.59%
Mar 31, 2025		0.02%	335.86K	4.99M	335.86K	+100.00%
Mar 31, 2025	SUMMIT GLOBAL INVESTMENTS	0.02%	350.74K	5.22M	-378.46K	-51.90%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.03%	420.28K	6.25M	-58.3K	-12.18%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.11%	1.68M	23.4M	360.84K	+27.26%
Mar 31, 2024	NORTHERN TRUST CORP	0.12%	1.87M	25.92M	51.99K	+2.87%
Mar 31, 2024	BLACKROCK INC.	0.13%	1.99M	27.7M	222.65K	+12.57%
Mar 31, 2024	MACQUARIE GROUP LTD	0.14%	2.25M	31.21M	-199.19K	-8.14%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.2%	3.12M	43.31M	-209.2K	-6.29%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.03%	432.18K	6M	106.24K	+32.59%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.05%	850.95K	11.82M	76.39K	+9.86%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.09%	1.36M	18.96M	-543.29K	-28.47%
Mar 31, 2024	MANNING & NAPIER GROUP, LLC	0.02%	271.79K	3.78M	-26.1K	-8.76%
Mar 31, 2024	ETHIC INC.	0.03%	439.82K	6.11M	74.49K	+20.39%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.09%	1.48M	20.61M	649.7K	+77.87%
Mar 31, 2024	MANAGED ASSET PORTFOLIOS, LLC	0.11%	1.68M	23.39M	-74.41K	-4.23%
Mar 31, 2024	CITADEL ADVISORS LLC	0.11%	1.76M	24.47M	813.6K	+85.80%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.15%	2.32M	32.26M	-4.17M	-64.23%
Mar 31, 2024	BRANDES INVESTMENT PARTNERS, LP	0.19%	2.9M	40.32M	251.24K	+9.48%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.27%	4.21M	58.47M	-93.13K	-2.16%
Mar 31, 2024	MORGAN STANLEY	0.32%	5M	69.39M	148.09K	+3.05%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.1%	1.53M	21.24M	-59.43K	-3.74%
Mar 31, 2024	UBS GROUP AG	0.01%	96.23K	1.34M	33.14K	+52.53%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.01%	98.97K	1.37M	-942.56K	-90.50%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.01%	99.18K	1.38M	7.17K	+7.79%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	104.54K	1.45M	104.54K	+100.00%
Mar 31, 2024	ABRDN PLC	0.01%	105.07K	1.46M	0	0
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.01%	111.27K	1.55M	-9.03K	-7.50%
Mar 31, 2024	CERITY PARTNERS LLC	0.01%	112.87K	1.57M	49.9K	+79.25%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.01%	113.77K	1.58M	60.32K	+112.87%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	114.21K	1.59M	-319.31K	-73.66%
Mar 31, 2024	US BANCORP \DE\	0.01%	116.13K	1.61M	23.45K	+25.30%
Mar 31, 2024	HERITAGE INVESTORS MANAGEMENT CORP	0.01%	117.17K	1.63M	-1.2K	-1.01%
Mar 31, 2024	LEO WEALTH, LLC	0.01%	124.45K	1.73M	-9.88K	-7.35%
Mar 31, 2024	SCHECHTER INVESTMENT ADVISORS, LLC	0.01%	127.3K	1.77M	-1.69K	-1.31%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.01%	130.9K	1.82M	857	+0.66%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.01%	134.89K	1.87M	-72.93K	-35.09%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.01%	138.99K	1.93B	0	0
Mar 31, 2024	CREATIVE PLANNING	0.01%	145.13K	2.02M	39.01K	+36.76%
Mar 31, 2024	PINPOINT ASSET MANAGEMENT LTD	0.01%	147.6K	2.05M	147.6K	+100.00%
Mar 31, 2024	FMR LLC	0.16%	2.57M	35.76M	395.85K	+18.17%
Mar 31, 2024	MONDRIAN INVESTMENT PARTNERS LTD	0.77%	12.08M	169.12M	3.91M	+47.90%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	0.84%	13.12M	182.26M	-1.18M	-8.22%
Mar 31, 2024	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.01%	157.55K	2.19M	2.02K	+1.30%
Mar 31, 2024	CATALYST CAPITAL ADVISORS LLC	0.01%	169K	2.35M	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0.01%	171.66K	2.38M	51.03K	+42.30%
Mar 31, 2024	HUDSON BAY CAPITAL MANAGEMENT LP	0.01%	175K	2.43M	0	0
Mar 31, 2024	FRANKLIN RESOURCES INC	0.01%	185.57K	2.58M	57.02K	+44.36%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.01%	197.42K	2.74M	-46.83K	-19.17%
Mar 31, 2024	POINT72 ASSET MANAGEMENT, L.P.	0.01%	206.1K	2.86M	206.1K	+100.00%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.01%	209.84K	2.92M	-2.93K	-1.38%
Mar 31, 2024	XY CAPITAL LTD	0.01%	222.28K	3.09M	-542.86K	-70.95%
Mar 31, 2024	OPPENHEIMER ASSET MANAGEMENT INC.	0.01%	230.65K	3.2M	13.59K	+6.26%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.02%	242.9K	3.37M	20.53K	+9.23%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.02%	245.63K	3.41M	18.61K	+8.20%
Mar 31, 2024	SUMMIT GLOBAL INVESTMENTS	0.02%	257.79K	3.58M	-80.62K	-23.82%
Mar 31, 2024	LMR PARTNERS LLP	0.02%	271.14K	3.77M	178.13K	+191.50%
Mar 31, 2024	BLEAKLEY FINANCIAL GROUP, LLC	0.02%	288.54K	4.01M	46.18K	+19.06%
Mar 31, 2024	SIMPLICITY WEALTH,LLC	0.02%	288.54K	4.01M	288.54K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.02%	294.22K	4.09M	85.77K	+41.15%
Mar 31, 2024	QRG CAPITAL MANAGEMENT, INC.	0.02%	316.77K	4.4M	-4.54K	-1.41%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.02%	354.3K	4.92M	139.34K	+64.82%
Mar 31, 2024	GTS SECURITIES LLC	0.02%	368.46K	5.12M	-50.46K	-12.05%
Mar 31, 2024	SEI INVESTMENTS CO	0.02%	372.98K	5.18M	23.53K	+6.73%
Mar 31, 2024	ROYAL BANK OF CANADA	0.03%	398.58K	5.54M	17.52K	+4.60%
Mar 31, 2024	JANE STREET GROUP, LLC	0.03%	455.74K	6.33M	-684.09K	-60.02%
Mar 31, 2024	CLEAN YIELD GROUP	0.03%	481.45K	6.69M	-29.07K	-5.69%
Mar 31, 2024	FEDERATED HERMES, INC.	0.04%	590.57K	8.2M	152.25K	+34.73%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.04%	599.91K	8.33M	1.79K	+0.30%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.04%	682.29K	9.48M	26.19K	+3.99%
Mar 31, 2024	CAUSEWAY CAPITAL MANAGEMENT LLC	0.09%	1.44M	20.07M	99.26K	+7.38%
Mar 31, 2024	QUANTINNO CAPITAL MANAGEMENT LP	0.02%	247.07K	3.43M	104.55K	+73.36%
Dec 31, 2023	MONDRIAN INVESTMENT PARTNERS LTD	0.52%	8.17M	116.55M	4.09M	+100.10%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	0.91%	14.3M	204.03M	503.45K	+3.65%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.01%	207.82K	2.97M	-36.57K	-14.97%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.01%	208.44K	2.97M	-85.37K	-29.06%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.01%	212.77K	3.04M	-46.44K	-17.92%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.01%	214.96K	3.07M	-52.94K	-19.76%
Dec 31, 2023	OPPENHEIMER ASSET MANAGEMENT INC.	0.01%	217.06K	3.1M	-26.52K	-10.89%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.01%	222.37K	3.17M	57.13K	+34.58%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.01%	227.02K	3.24M	15.09K	+7.12%
Dec 31, 2023	SIMPLICITY SOLUTIONS, LLC	0.02%	241.46K	3.45M	27.95K	+13.09%
Dec 31, 2023	BLEAKLEY FINANCIAL GROUP, LLC	0.02%	242.35K	3.46M	28.84K	+13.51%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.02%	244.25K	3.49M	-143.77K	-37.05%
Dec 31, 2023	MANNING & NAPIER GROUP, LLC	0.02%	297.89K	4.25M	-4.38K	-1.45%
Dec 31, 2023	SUMMIT GLOBAL INVESTMENTS	0.02%	338.42K	4.83M	2.09K	+0.62%
Dec 31, 2023	SEI INVESTMENTS CO	0.02%	349.45K	4.99M	-12.03K	-3.33%
Dec 31, 2023	ETHIC INC.	0.02%	365.33K	5.21M	-96.52K	-20.90%
Dec 31, 2023	ROYAL BANK OF CANADA	0.02%	381.06K	5.44M	-19.6K	-4.89%
Dec 31, 2023		0.02%	321.31K	4.59M	-34.93K	-9.81%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.03%	433.52K	6.19M	146.81K	+51.21%
Dec 31, 2023	FEDERATED HERMES, INC.	0.03%	438.32K	6.25M	-125.45K	-22.25%
Dec 31, 2023	NOMURA HOLDINGS INC	0.01%	207.6K	2.96M	207.6K	+100.00%
Dec 31, 2023	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.03%	502.49K	7.17M	-70.03K	-12.23%
Dec 31, 2023	CLEAN YIELD GROUP	0.03%	510.52K	7.29M	-22.64K	-4.25%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.04%	598.12K	8.54M	140.46K	+30.69%
Dec 31, 2023	NATIXIS ADVISORS, L.P.	0.04%	656.1K	9.36M	-15.78K	-2.35%
Dec 31, 2023	XY CAPITAL LTD	0.05%	765.14K	10.92M	621.44K	+432.47%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.05%	774.55K	11.05M	12.76K	+1.67%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.05%	834.31K	11.91M	-1.37M	-62.08%
Dec 31, 2023	CITADEL ADVISORS LLC	0.06%	948.3K	13.53M	-5.5K	-0.58%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.07%	1.04M	14.86M	973.94K	+1,440.92%
Dec 31, 2023	JANE STREET GROUP, LLC	0.07%	1.14M	16.27M	729.31K	+177.66%
Dec 31, 2023	Y.D. MORE INVESTMENTS LTD	0.08%	1.25M	17.9M	-126.96K	-9.19%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.08%	1.32M	18.89M	45.62K	+3.57%
Dec 31, 2023	CAUSEWAY CAPITAL MANAGEMENT LLC	0.09%	1.35M	19.2M	101.34K	+8.14%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.1%	1.59M	22.67M	75.88K	+5.02%
Dec 31, 2023	MANAGED ASSET PORTFOLIOS, LLC	0.11%	1.76M	25.09M	21.67K	+1.25%
Dec 31, 2023	BLACKROCK INC.	0.11%	1.77M	25.29M	-522.53K	-22.77%
Dec 31, 2023	NORTHERN TRUST CORP	0.12%	1.81M	25.89M	-376.11K	-17.17%
Dec 31, 2023	TFG ASSET MANAGEMENT GP LTD	0.12%	1.9M	27.17M	0	0
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.12%	1.91M	27.23M	-565.69K	-22.87%
Dec 31, 2023	FMR LLC	0.14%	2.18M	31.09M	-414.96K	-16.00%
Dec 31, 2023	MACQUARIE GROUP LTD	0.16%	2.45M	34.9M	-1.31M	-34.94%
Dec 31, 2023	BRANDES INVESTMENT PARTNERS, LP	0.17%	2.65M	37.83M	849.23K	+47.13%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.21%	3.33M	47.48M	96.5K	+2.99%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.27%	4.3M	61.4M	-547.25K	-11.28%
Dec 31, 2023	MORGAN STANLEY	0.31%	4.85M	69.17M	-385.75K	-7.37%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.41%	6.49M	92.65M	2.73M	+72.57%

Insiders

Insiders	Designation	Shares Held
KIM JULIE SO-YOUNG	President and CEO	391.49K
PLATFORD GILES RICHARD	President, IBU	315.84K
BITETTI TERESA MARIE	President, OBU	252.01K
DUPREY LAUREN RUSCKOWSKI	Chief Transformation Officer	226.06K
FURNEY NATALIE ANNE MARIE	Global General Counsel	204.3K
PACHECO RHONDA JANICE	President, U.S. Business Unit	182.51K
PIGNAGNOLI AGOSTI MARCELLO	Head, Strat. & Port. Dev	176.98K
RICCI GABRIELE	Chief Data & Tech. Officer	171.65K
PLUMP ANDREW STEWART	President, R&D	145.47K
FARAJALLAH AWNY SAMAAN BOTROS	Chief Medical Officer	116.18K
IBRAHIM RAMY RIAD AHMED	President, PDT BU	102.59K
SHANNON ELAINE MARY	Pres., Global Supply & Quality	67.31K
GREENWAY NICOLA DEIDRE PETAL	Chief Human Resources Officer	40.05K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 02, 2026	PLUMP ANDREW STEWART	SALE	18.49	116.19K	2.15M	145.47K
Aug 19, 2026	PLUMP ANDREW STEWART	SALE	18.49	19.65K	363.35K	261.66K
Aug 18, 2026	GREENWAY NICOLA DEIDRE PETAL	SALE	18.11	12.98K	235.12K	40.05K
Aug 11, 2026	SHANNON ELAINE MARY	SALE	17.55	20.36K	357.37K	67.31K
Aug 10, 2026	PACHECO RHONDA JANICE	SALE	17.10	16.9K	289.01K	182.51K
Aug 10, 2026	DUPREY LAUREN RUSCKOWSKI	SALE	17.10	47.59K	813.72K	226.06K
Aug 10, 2026	PLUMP ANDREW STEWART	SALE	17.10	165.39K	2.83M	766.57K
Aug 10, 2026	PIGNAGNOLI AGOSTI MARCELLO	SALE	17.10	22.96K	392.56K	176.98K
Aug 10, 2026	BITETTI TERESA MARIE	SALE	17.10	50.01K	855.21K	252.01K
Aug 10, 2026	SHANNON ELAINE MARY	SALE	17.10	3.98K	68.02K	63.33K
Aug 10, 2026	RICCI GABRIELE	SALE	17.10	25.09K	429K	171.65K
Aug 10, 2026	KIM JULIE SO-YOUNG	SALE	17.10	89.09K	1.52M	391.49K
Aug 10, 2026	PLATFORD GILES RICHARD	SALE	17.10	31.08K	531.52K	315.84K
Aug 10, 2026	FURNEY NATALIE ANNE MARIE	SALE	17.10	30.87K	527.84K	204.3K
Aug 10, 2026	IBRAHIM RAMY RIAD AHMED	SALE	17.10	7.28K	124.44K	102.59K
Aug 10, 2026	FARAJALLAH AWNY SAMAAN BOTROS	SALE	17.10	14.01K	239.5K	116.18K
Aug 10, 2026	GREENWAY NICOLA DEIDRE PETAL	SALE	17.10	6.77K	115.84K	53.03K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES680.2K17

NET SHARES-680.2K17

SHARES HELD3.54M17

% NET SHARES-119.23%0%

TAK Stock Ownership Breakdown