Heritage Financial Corporation(HFWA)

$29.52▲0.23 (78.53%)

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Heritage Financial Corporation(HFWA)

NASDAQ

$29.52▲0.23 (78.53%)

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HFWA(HFWA)

HFWA

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 242 Institutional Holders

Holder	Shares	Date	Change	% Held
BlackRock, Inc.	5.56M	Mar 31, 26	+648.76K	16.36%
JENNISON ASSOCIATES LLC	3.21M	Mar 31, 26	+106.31K	9.45%
VICTORY CAPITAL MANAGEMENT INC	2.47M	Mar 31, 26	+33.62K	7.26%
DIMENSIONAL FUND ADVISORS LP	1.96M	Mar 31, 26	-22.13K	5.75%
STATE STREET CORP	1.80M	Mar 31, 26	+223.07K	5.28%
ALLIANCEBERNSTEIN L.P.	1.14M	Mar 31, 26	-162.04K	3.37%
GEODE CAPITAL MANAGEMENT, LLC	934.80K	Mar 31, 26	+92.20K	2.75%
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	698.90K	Mar 31, 26	+91.80K	2.06%
Boston Partners	690.32K	Mar 31, 26	+690.32K	2.03%
WELLINGTON MANAGEMENT GROUP LLP	628.32K	Mar 31, 26	+531.28K	1.85%
Algebris (UK) Ltd	518.41K	Mar 31, 26	-2.28K	1.52%
TWO SIGMA INVESTMENTS, LP	490.41K	Mar 31, 26	+220.92K	1.44%
MORGAN STANLEY	479.83K	Mar 31, 26	+80.22K	1.41%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	433.51K	Mar 31, 26	-70.71K	1.28%
NORTHERN TRUST CORP	413.12K	Mar 31, 26	+36.49K	1.22%
Bank of New York Mellon Corp	379.39K	Mar 31, 26	+12.87K	1.12%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	377.04K	Mar 31, 26	+50.51K	1.11%
rhino investment partners, Inc	330.46K	Mar 31, 26	+144.51K	0.97%
GOLDMAN SACHS GROUP INC	312.06K	Mar 31, 26	+122.41K	0.92%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	309.35K	Mar 31, 26	-4.83K	0.91%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	288.58K	Mar 31, 26	+13.56K	0.85%
HEARTLAND ADVISORS INC	275.00K	Mar 31, 26	--	0.81%
LORD, ABBETT & CO. LLC	272.44K	Mar 31, 26	-5.31K	0.80%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	270.04K	Mar 31, 26	-12.78K	0.79%
VANGUARD FIDUCIARY TRUST CO	266.90K	Mar 31, 26	+266.90K	0.79%
Invesco Ltd.	255.26K	Mar 31, 26	-9.25K	0.75%
ProShare Advisors LLC	249.95K	Mar 31, 26	-1.98K	0.74%
Nuveen, LLC	234.97K	Mar 31, 26	+423	0.69%
UBS Group AG	226.47K	Mar 31, 26	+119.96K	0.67%
Dana Investment Advisors, Inc.	219.96K	Mar 31, 26	-499	0.65%
BANK OF AMERICA CORP /DE/	210.44K	Mar 31, 26	-9.86K	0.62%
PRINCIPAL FINANCIAL GROUP INC	199.59K	Mar 31, 26	+410	0.59%
Russell Investments Group, Ltd.	198.48K	Mar 31, 26	+14.37K	0.58%
RENAISSANCE TECHNOLOGIES LLC	188.34K	Mar 31, 26	-89.61K	0.55%
KILEY JUERGENS WEALTH MANAGEMENT, LLC	175.05K	Mar 31, 26	-2.40K	0.51%
GREAT LAKES ADVISORS, LLC	171.24K	Mar 31, 26	+3.53K	0.50%
AQR CAPITAL MANAGEMENT LLC	168.94K	Mar 31, 26	-2.22K	0.50%
Empowered Funds, LLC	166.08K	Mar 31, 26	+13.56K	0.49%
PUBLIC SECTOR PENSION INVESTMENT BOARD	147.09K	Mar 31, 26	+29.37K	0.43%
MARTIN & CO INC /TN/	137.90K	Mar 31, 26	+2.46K	0.41%
DEPRINCE RACE & ZOLLO INC	131.57K	Mar 31, 26	+10.70K	0.39%
RHUMBLINE ADVISERS	106.39K	Mar 31, 26	+12.03K	0.31%
AMERIPRISE FINANCIAL INC	106.35K	Mar 31, 26	-5.13K	0.31%
AMERICAN CENTURY COMPANIES INC	103.11K	Mar 31, 26	+1.27K	0.30%
ROYCE & ASSOCIATES LP	82.20K	Mar 31, 26	-44.44K	0.24%
Legal & General Group Plc	81.92K	Mar 31, 26	-7.22K	0.24%
SEI INVESTMENTS CO	79.33K	Mar 31, 26	+33.83K	0.23%
ROYAL BANK OF CANADA	76.13K	Mar 31, 26	-321	0.22%
LSV ASSET MANAGEMENT	74.50K	Mar 31, 26	--	0.22%
Swiss National Bank	67.17K	Mar 31, 26	+1.00K	0.20%
KEYBANK NATIONAL ASSOCIATION/OH	66.61K	Mar 31, 26	+1.57K	0.20%
Universal- Beteiligungs- und Servicegesellschaft mbH	64.94K	Mar 31, 26	+5.08K	0.19%
Connor, Clark & Lunn Investment Management Ltd.	64.83K	Mar 31, 26	+42.59K	0.19%
Quantinno Capital Management LP	55.15K	Mar 31, 26	+12.69K	0.16%
NWAM LLC	50.36K	Mar 31, 26	-2.88K	0.15%
UBS ASSET MANAGEMENT AMERICAS INC	50.13K	Mar 31, 26	+2.04K	0.15%
PRICE T ROWE ASSOCIATES INC /MD/	50.06K	Mar 31, 26	+6.81K	0.15%
Pacific Asset Management, LLC	49.05K	Mar 31, 26	+49.05K	0.14%
RAYMOND JAMES FINANCIAL INC	48.83K	Mar 31, 26	-590	0.14%
VOYA INVESTMENT MANAGEMENT LLC	47.17K	Mar 31, 26	-144	0.14%
Vanguard Global Advisers, LLC	42.07K	Mar 31, 26	+42.07K	0.12%
FEDERATED HERMES, INC.	41.50K	Mar 31, 26	+3.65K	0.12%
PRUDENTIAL FINANCIAL INC	40.42K	Mar 31, 26	+8.56K	0.12%
LAZARD ASSET MANAGEMENT LLC	40.33K	Mar 31, 26	+7.20K	0.12%
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	40.29K	Mar 31, 26	+40.29K	0.12%
Baird Financial Group, Inc.	38.24K	Mar 31, 26	--	0.11%
GREAT WEST LIFE ASSURANCE CO /CAN/	36.32K	Mar 31, 26	+4.10K	0.11%
Pacific Ridge Capital Partners, LLC	35.03K	Mar 31, 26	-8.90K	0.10%
DEUTSCHE BANK AG\	33.33K	Mar 31, 26	+4.78K	0.10%
FIRST TRUST ADVISORS LP	33.26K	Mar 31, 26	+4.86K	0.10%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	31.56K	Mar 31, 26	-255	0.09%
FMR LLC	30.25K	Mar 31, 26	+24.26K	0.09%
CITIGROUP INC	29.83K	Mar 31, 26	+3.71K	0.09%
Rafferty Asset Management, LLC	29.43K	Mar 31, 26	+3.33K	0.09%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	27.53K	Mar 31, 26	+27.53K	0.08%
THRIVENT FINANCIAL FOR LUTHERANS	27.45K	Mar 31, 26	-19.47K	0.08%
GLOBEFLEX CAPITAL L P	27.30K	Mar 31, 26	--	0.08%
State of Alaska, Department of Revenue	24.85K	Mar 31, 26	+3.01K	0.07%
VANGUARD ASSET MANAGEMENT, Ltd	24.73K	Mar 31, 26	+24.73K	0.07%
Creative Planning	22.84K	Mar 31, 26	+22.84K	0.07%
Penn Capital Management Company, LLC	22.73K	Mar 31, 26	--	0.07%
BARCLAYS PLC	21.86K	Mar 31, 26	-42.70K	0.06%
Badgley Phelps Wealth Managers, LLC	20.97K	Mar 31, 26	-6.14K	0.06%
Bensler, LLC	20.45K	Mar 31, 26	--	0.06%
Mengis Capital Management, Inc.	20.31K	Mar 31, 26	--	0.06%
Fourthstone LLC	19.97K	Mar 31, 26	-5.13K	0.06%
SG Americas Securities, LLC	19.57K	Mar 31, 26	+2.10K	0.06%
GSA CAPITAL PARTNERS LLP	19.25K	Mar 31, 26	+19.25K	0.06%
STRS OHIO	19.20K	Mar 31, 26	-3.30K	0.06%
JPMORGAN CHASE & CO	18.94K	Mar 31, 26	-12.57K	0.06%
Zurcher Kantonalbank (Zurich Cantonalbank)	18.93K	Mar 31, 26	+7.94K	0.06%
GABELLI FUNDS LLC	18.73K	Mar 31, 26	--	0.06%
MetLife Investment Management, LLC	18.57K	Mar 31, 26	-1.86K	0.05%
Pathstone Holdings, LLC	18.46K	Mar 31, 26	+18.46K	0.05%
WELLS FARGO & COMPANY/MN	18.45K	Mar 31, 26	-24.66K	0.05%
Illinois Municipal Retirement Fund	18.38K	Mar 31, 26	+514	0.05%
Louisiana State Employees Retirement System	18.20K	Mar 31, 26	+2.60K	0.05%
Waverly Advisors, LLC	17.12K	Mar 31, 26	-198	0.05%
EP Wealth Advisors, LLC	16.81K	Mar 31, 26	+553	0.05%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	15.97K	Mar 31, 26	+106	0.05%
JANUS HENDERSON GROUP PLC	15.34K	Mar 31, 26	--	0.05%
FIFTH THIRD BANCORP	13.47K	Mar 31, 26	+13.08K	0.04%
Vanguard Personalized Indexing Management, LLC	11.84K	Mar 31, 26	+11.84K	0.03%
AMALGAMATED BANK	11.62K	Mar 31, 26	+1.75K	0.03%
YOUSIF CAPITAL MANAGEMENT, LLC	10.82K	Mar 31, 26	+1.70K	0.03%
LPL Financial LLC	10.54K	Mar 31, 26	+10.54K	0.03%
Cambria Investment Management, L.P.	10.41K	Mar 31, 26	+10.41K	0.03%
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	10.17K	Mar 31, 26	+10.17K	0.03%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	9.91K	Mar 31, 26	--	0.03%
MERCER GLOBAL ADVISORS INC /ADV	9.72K	Mar 31, 26	+9.72K	0.03%
NEW YORK STATE COMMON RETIREMENT FUND	9.59K	Mar 31, 26	--	0.03%
DRW Securities, LLC	9.52K	Mar 31, 26	+9.52K	0.03%
Police & Firemen's Retirement System of New Jersey	9.45K	Mar 31, 26	--	0.03%
CWM, LLC	9.43K	Mar 31, 26	+1.18K	0.03%
iSAM Funds (UK) Ltd	9.39K	Mar 31, 26	+9.39K	0.03%
OREGON PUBLIC EMPLOYEES RETIREMENT FUND	9.38K	Mar 31, 26	+1.60K	0.03%
Arizona State Retirement System	9.33K	Mar 31, 26	-124	0.03%
BNP PARIBAS ARBITRAGE, SNC	9.03K	Mar 31, 26	+532	0.03%
Aspire Capital Advisors LLC	8.76K	Mar 31, 26	--	0.03%
INTECH INVESTMENT MANAGEMENT LLC	8.73K	Mar 31, 26	-5.28K	0.03%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	8.60K	Mar 31, 26	--	0.03%
US BANCORP \DE\	8.18K	Mar 31, 26	+91	0.02%
State of Tennessee, Treasury Department	8.03K	Mar 31, 26	--	0.02%
Atom Investors LP	7.71K	Mar 31, 26	-5.34K	0.02%
KLP KAPITALFORVALTNING AS	7.30K	Mar 31, 26	--	0.02%
Vanguard Investments Australia, Ltd.	6.79K	Mar 31, 26	+6.79K	0.02%
Aster Capital Management (DIFC) Ltd	6.20K	Mar 31, 26	+6.20K	0.02%
CGC Financial Services, LLC	6.16K	Mar 31, 26	--	0.02%
GAMMA Investing LLC	5.81K	Mar 31, 26	+638	0.02%
DekaBank Deutsche Girozentrale	3.76K	Mar 31, 26	--	0.01%
Ameritas Investment Partners, Inc.	2.85K	Mar 31, 26	--	0.01%
Parkside Financial Bank & Trust	2.39K	Mar 31, 26	+2.30K	0.01%
Tower Research Capital LLC (TRC)	2.36K	Mar 31, 26	+27	0.01%
EverSource Wealth Advisors, LLC	1.99K	Mar 31, 26	+32	0.01%
Pinnacle Wealth Planning Services, Inc.	1.98K	Mar 31, 26	+79	0.01%
McIlrath & Eck, LLC	1.70K	Mar 31, 26	--	0.00%
Allworth Financial LP	1.34K	Mar 31, 26	+46	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	1.23K	Mar 31, 26	+29	0.00%
Sterling Capital Management LLC	1.13K	Mar 31, 26	-883	0.00%
NISA INVESTMENT ADVISORS, LLC	982	Mar 31, 26	+83	0.00%
HANTZ FINANCIAL SERVICES, INC.	980	Mar 31, 26	-62	0.00%
JONES FINANCIAL COMPANIES LLLP	895	Mar 31, 26	+791	0.00%
Salomon & Ludwin, LLC	842	Mar 31, 26	+447	0.00%
Rockefeller Capital Management L.P.	620	Mar 31, 26	+13	0.00%
BNP Paribas Asset Management Holding S.A.	611	Mar 31, 26	+184	0.00%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	604	Mar 31, 26	+9	0.00%
ADVISOR GROUP HOLDINGS, INC.	589	Mar 31, 26	+26	0.00%
Larson Financial Group LLC	577	Mar 31, 26	+109	0.00%
QUADRANT CAPITAL GROUP LLC	514	Mar 31, 26	--	0.00%
Versant Capital Management, Inc	441	Mar 31, 26	+154	0.00%
FIRST HORIZON CORP	395	Mar 31, 26	--	0.00%
MASSMUTUAL TRUST CO FSB/ADV	383	Mar 31, 26	-387	0.00%
UMB Bank, n.a.	213	Mar 31, 26	+23	0.00%
BESSEMER GROUP INC	201	Mar 31, 26	--	0.00%
Triumph Capital Management	200	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	191	Mar 31, 26	+11	0.00%
Sound Income Strategies, LLC	185	Mar 31, 26	+1	0.00%
LOS ANGELES CAPITAL MANAGEMENT LLC	184	Mar 31, 26	-629	0.00%
Red Tortoise LLC	149	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	124	Mar 31, 26	+22	0.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	97	Mar 31, 26	-6.85K	0.00%
Root Financial Partners, LLC	96	Mar 31, 26	+81	0.00%
Farther Finance Advisors, LLC	93	Mar 31, 26	-5	0.00%
Cedar Mountain Advisors, LLC	79	Mar 31, 26	-23	0.00%
Smartleaf Asset Management LLC	76	Mar 31, 26	-738	0.00%
Physician Wealth Advisors, Inc.	67	Mar 31, 26	--	0.00%
SIGNATUREFD, LLC	63	Mar 31, 26	--	0.00%
Spire Wealth Management	38	Mar 31, 26	--	0.00%
MAI Capital Management	27	Mar 31, 26	+2	0.00%
Bruce G. Allen Investments, LLC	24	Mar 31, 26	+24	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	23	Mar 31, 26	--	0.00%
Kilter Group LLC	22	Mar 31, 26	+22	0.00%
Stone House Investment Management, LLC	18	Mar 31, 26	+18	0.00%
ASSETMARK, INC	14	Mar 31, 26	--	0.00%
Caitong International Asset Management Co., Ltd	10	Mar 31, 26	+9	0.00%
IFP Advisors, Inc	9	Mar 31, 26	-2	0.00%
SBI Securities Co., Ltd.	1	Mar 31, 26	--	0.00%
Aquatic Capital Management LLC	--	Mar 31, 26	-4.56K	--
Y-Intercept (Hong Kong) Ltd	--	Mar 31, 26	-16.84K	--
SIMPLEX TRADING, LLC	--	Mar 31, 26	-9	--
Optiver Holding B.V.	--	Mar 31, 26	-168	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-98.56K	--
Clearstead Advisors, LLC	--	Mar 31, 26	-2	--
TUDOR INVESTMENT CORP ET AL	--	Mar 31, 26	-13.76K	--
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	--	Mar 31, 26	-5.30K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-49.87K	--
VANGUARD GROUP INC	2.41M	Dec 31, 25	+45.42K	7.10%
TWO SIGMA ADVISERS, LP	201.65K	Dec 31, 25	-8.70K	0.59%
SageView Advisory Group, LLC	14.19K	Dec 31, 25	-160	0.04%
COMERICA BANK	11.72K	Dec 31, 25	-1.88K	0.03%
CIBC Private Wealth Group, LLC	8	Dec 31, 25	+8	0.00%
MARSHALL & SULLIVAN INC /WA/	--	Sep 30, 25	-6.14K	--
First Horizon Advisors, Inc.	395	Jun 30, 25	--	0.00%
Keeley-Teton Advisors, LLC	19.80K	Mar 31, 25	+5.28K	0.06%
Nuveen Asset Management, LLC	102.38K	Dec 31, 24	--	0.30%
Zions Bancorporation, N.A.	6.85K	Dec 31, 24	+6.85K	0.02%
Cassady Schiller Wealth Management, LLC	31	Dec 31, 24	+31	0.00%
ClariVest Asset Management LLC	28	Sep 30, 24	--	0.00%
BlackRock Inc.	4.98M	Jun 30, 24	-137.81K	14.65%
Ziegler Capital Management, LLC	51.33K	Mar 31, 24	+15.76K	0.15%
CREDIT SUISSE AG/	32.65K	Mar 31, 24	--	0.10%
Point72 Middle East FZE	--	Dec 31, 23	-5.30K	--
EA Series Trust	77.05K	Jun 30, 23	+77.05K	0.23%
ROTHSCHILD & CO ASSET MANAGEMENT US INC.	163.96K	Dec 31, 22	+163.96K	0.48%
EATON VANCE MANAGEMENT	15.70K	Sep 30, 22	-103	0.05%
MUFG Americas Holdings Corp	3.56K	Sep 30, 22	--	0.01%
WIPFLI FINANCIAL ADVISORS LLC,	204	Sep 30, 22	+204	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	87.98K	Mar 31, 22	-34.42K	0.26%
IndexIQ Advisors LLC	15.95K	Mar 31, 22	+997	0.05%
Amalgamated Financial Corp.	15.60K	Mar 31, 22	+15.60K	0.05%
BADGLEY PHELPS & BELL INC	14.73K	Jun 30, 21	--	0.04%
THB ASSET MANAGEMENT	151.54K	Dec 31, 20	+48.04K	0.45%
Aperio Group, LLC	35.29K	Dec 31, 20	+1.20K	0.10%
Xact Kapitalforvaltning AB	10.02K	Mar 31, 20	--	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	17.05K	Dec 31, 19	-29.00K	0.05%
Advisor Group, Inc.	512	Dec 31, 19	-82	0.00%
MENTA CAPITAL LLC	6.80K	Jun 30, 19	-5.72K	0.02%
OppenheimerFunds, Inc.	537.59K	Mar 31, 19	+135.26K	1.58%
TIAA CREF INVESTMENT MANAGEMENT LLC	76.50K	Mar 31, 19	-933	0.23%
TEACHERS ADVISORS, LLC	74.04K	Mar 31, 19	+143	0.22%
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT	38.72K	Dec 31, 18	--	0.11%
Vantage Investment Advisors, LLC	2.13K	Sep 30, 18	--	0.01%
Delpha Capital Management, LLC	--	Mar 31, 18	-566	--
Independent Portfolio Consultants, Inc.	5.33K	Jun 30, 17	-2.02K	0.02%
TFS CAPITAL LLC	--	Jun 30, 17	-8.46K	--
BlackRock Fund Advisors	970.64K	Dec 31, 16	+146.54K	2.86%
BlackRock Institutional Trust Company, N.A.	946.26K	Dec 31, 16	+77.00K	2.78%
BlackRock Investment Management, LLC	128.17K	Dec 31, 16	-1.55K	0.38%
BlackRock Group LTD	23.67K	Dec 31, 16	-952.77K	0.07%
BLACKROCK ADVISORS LLC	19.71K	Dec 31, 16	+2.60K	0.06%
Emerald Acquisition Ltd.	330.56K	Sep 30, 16	+86.83K	0.97%
RUSSELL FRANK CO/	187.67K	Mar 31, 16	-2.86K	0.55%
GREEN ARROW CAPITAL MANAGEMENT LLC	78.80K	Sep 30, 15	-52.70K	0.23%
BAIRD ROBERT W & CO INC /WI/	32.11K	Mar 31, 15	+3.85K	0.09%
McAdams Wright Ragen, Inc.	137.35K	Sep 30, 14	+778	0.40%
1919 Investment Counsel, LLC	116.65K	Sep 30, 14	-2.65K	0.34%
MUNDER CAPITAL MANAGEMENT	53.44K	Sep 30, 14	+7.02K	0.16%
SEI TRUST CO	5.66K	Sep 30, 14	+1.33K	0.02%
UBS AG	2.52K	Sep 30, 14	+2.52K	0.01%
Strategic Capital Group LLC	18.00K	Jun 30, 14	-450	0.05%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-13.76K	--
MANULIFE INVESTMENT MANAGEMENT (US) LLC	283.22K	Mar 31, 13	--	0.83%

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Holder

Date

Change

% Held

BlackRock, Inc.

5.56M

Mar 31, 26

+648.76K

16.36%

JENNISON ASSOCIATES LLC

3.21M

Mar 31, 26

+106.31K

9.45%

VICTORY CAPITAL MANAGEMENT INC

2.47M

Mar 31, 26

+33.62K

7.26%

DIMENSIONAL FUND ADVISORS LP

1.96M

Mar 31, 26

-22.13K

5.75%

STATE STREET CORP

1.80M

Mar 31, 26

+223.07K

5.28%

ALLIANCEBERNSTEIN L.P.

1.14M

Mar 31, 26

-162.04K

3.37%

GEODE CAPITAL MANAGEMENT, LLC

934.80K

Mar 31, 26

+92.20K

2.75%

BASSWOOD CAPITAL MANAGEMENT, L.L.C.

698.90K

Mar 31, 26

+91.80K

2.06%

Boston Partners

690.32K

Mar 31, 26

+690.32K

2.03%

WELLINGTON MANAGEMENT GROUP LLP

628.32K

Mar 31, 26

+531.28K

1.85%

Algebris (UK) Ltd

518.41K

Mar 31, 26

-2.28K

1.52%

TWO SIGMA INVESTMENTS, LP

490.41K

Mar 31, 26

+220.92K

1.44%

MORGAN STANLEY

479.83K

Mar 31, 26

+80.22K

1.41%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

433.51K

Mar 31, 26

-70.71K

1.28%

NORTHERN TRUST CORP

413.12K

Mar 31, 26

+36.49K

1.22%

Bank of New York Mellon Corp

379.39K

Mar 31, 26

+12.87K

1.12%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

377.04K

Mar 31, 26

+50.51K

1.11%

rhino investment partners, Inc

330.46K

Mar 31, 26

+144.51K

0.97%

GOLDMAN SACHS GROUP INC

312.06K

Mar 31, 26

+122.41K

0.92%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

309.35K

Mar 31, 26

-4.83K

0.91%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

288.58K

Mar 31, 26

+13.56K

0.85%

HEARTLAND ADVISORS INC

275.00K

Mar 31, 26

0.81%

LORD, ABBETT & CO. LLC

272.44K

Mar 31, 26

-5.31K

0.80%

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

270.04K

Mar 31, 26

-12.78K

0.79%

VANGUARD FIDUCIARY TRUST CO

266.90K

Mar 31, 26

+266.90K

0.79%

Invesco Ltd.

255.26K

Mar 31, 26

-9.25K

0.75%

ProShare Advisors LLC

249.95K

Mar 31, 26

-1.98K

0.74%

Nuveen, LLC

234.97K

Mar 31, 26

+423

0.69%

UBS Group AG

226.47K

Mar 31, 26

+119.96K

0.67%

Dana Investment Advisors, Inc.

219.96K

Mar 31, 26

-499

0.65%

BANK OF AMERICA CORP /DE/

210.44K

Mar 31, 26

-9.86K

0.62%

PRINCIPAL FINANCIAL GROUP INC

199.59K

Mar 31, 26

+410

0.59%

Russell Investments Group, Ltd.

198.48K

Mar 31, 26

+14.37K

0.58%

RENAISSANCE TECHNOLOGIES LLC

188.34K

Mar 31, 26

-89.61K

0.55%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

175.05K

Mar 31, 26

-2.40K

0.51%

GREAT LAKES ADVISORS, LLC

171.24K

Mar 31, 26

+3.53K

0.50%

AQR CAPITAL MANAGEMENT LLC

168.94K

Mar 31, 26

-2.22K

0.50%

Empowered Funds, LLC

166.08K

Mar 31, 26

+13.56K

0.49%

PUBLIC SECTOR PENSION INVESTMENT BOARD

147.09K

Mar 31, 26

+29.37K

0.43%

MARTIN & CO INC /TN/

137.90K

Mar 31, 26

+2.46K

0.41%

DEPRINCE RACE & ZOLLO INC

131.57K

Mar 31, 26

+10.70K

0.39%

RHUMBLINE ADVISERS

106.39K

Mar 31, 26

+12.03K

0.31%

AMERIPRISE FINANCIAL INC

106.35K

Mar 31, 26

-5.13K

0.31%

AMERICAN CENTURY COMPANIES INC

103.11K

Mar 31, 26

+1.27K

0.30%

ROYCE & ASSOCIATES LP

82.20K

Mar 31, 26

-44.44K

0.24%

Legal & General Group Plc

81.92K

Mar 31, 26

-7.22K

0.24%

SEI INVESTMENTS CO

79.33K

Mar 31, 26

+33.83K

0.23%

ROYAL BANK OF CANADA

76.13K

Mar 31, 26

-321

0.22%

LSV ASSET MANAGEMENT

74.50K

Mar 31, 26

0.22%

Swiss National Bank

67.17K

Mar 31, 26

+1.00K

0.20%

KEYBANK NATIONAL ASSOCIATION/OH

66.61K

Mar 31, 26

+1.57K

0.20%

Universal- Beteiligungs- und Servicegesellschaft mbH

64.94K

Mar 31, 26

+5.08K

0.19%

Connor, Clark & Lunn Investment Management Ltd.

64.83K

Mar 31, 26

+42.59K

0.19%

Quantinno Capital Management LP

55.15K

Mar 31, 26

+12.69K

0.16%

NWAM LLC

50.36K

Mar 31, 26

-2.88K

0.15%

UBS ASSET MANAGEMENT AMERICAS INC

50.13K

Mar 31, 26

+2.04K

0.15%

PRICE T ROWE ASSOCIATES INC /MD/

50.06K

Mar 31, 26

+6.81K

0.15%

Pacific Asset Management, LLC

49.05K

Mar 31, 26

+49.05K

0.14%

RAYMOND JAMES FINANCIAL INC

48.83K

Mar 31, 26

-590

0.14%

VOYA INVESTMENT MANAGEMENT LLC

47.17K

Mar 31, 26

-144

0.14%

Vanguard Global Advisers, LLC

42.07K

Mar 31, 26

+42.07K

0.12%

FEDERATED HERMES, INC.

41.50K

Mar 31, 26

+3.65K

0.12%

PRUDENTIAL FINANCIAL INC

40.42K

Mar 31, 26

+8.56K

0.12%

LAZARD ASSET MANAGEMENT LLC

40.33K

Mar 31, 26

+7.20K

0.12%

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

40.29K

Mar 31, 26

+40.29K

0.12%

Baird Financial Group, Inc.

38.24K

Mar 31, 26

0.11%

GREAT WEST LIFE ASSURANCE CO /CAN/

36.32K

Mar 31, 26

+4.10K

0.11%

Pacific Ridge Capital Partners, LLC

35.03K

Mar 31, 26

-8.90K

0.10%

DEUTSCHE BANK AG\

33.33K

Mar 31, 26

+4.78K

0.10%

FIRST TRUST ADVISORS LP

33.26K

Mar 31, 26

+4.86K

0.10%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

31.56K

Mar 31, 26

-255

0.09%

FMR LLC

30.25K

Mar 31, 26

+24.26K

0.09%

CITIGROUP INC

29.83K

Mar 31, 26

+3.71K

0.09%

Rafferty Asset Management, LLC

29.43K

Mar 31, 26

+3.33K

0.09%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

27.53K

Mar 31, 26

+27.53K

0.08%

THRIVENT FINANCIAL FOR LUTHERANS

27.45K

Mar 31, 26

-19.47K

0.08%

GLOBEFLEX CAPITAL L P

27.30K

Mar 31, 26

0.08%

State of Alaska, Department of Revenue

24.85K

Mar 31, 26

+3.01K

0.07%

VANGUARD ASSET MANAGEMENT, Ltd

24.73K

Mar 31, 26

+24.73K

0.07%

Creative Planning

22.84K

Mar 31, 26

+22.84K

0.07%

Penn Capital Management Company, LLC

22.73K

Mar 31, 26

0.07%

BARCLAYS PLC

21.86K

Mar 31, 26

-42.70K

0.06%

Badgley Phelps Wealth Managers, LLC

20.97K

Mar 31, 26

-6.14K

0.06%

Bensler, LLC

20.45K

Mar 31, 26

0.06%

Mengis Capital Management, Inc.

20.31K

Mar 31, 26

0.06%

Fourthstone LLC

19.97K

Mar 31, 26

-5.13K

0.06%

SG Americas Securities, LLC

19.57K

Mar 31, 26

+2.10K

0.06%

GSA CAPITAL PARTNERS LLP

19.25K

Mar 31, 26

+19.25K

0.06%

STRS OHIO

19.20K

Mar 31, 26

-3.30K

0.06%

JPMORGAN CHASE & CO

18.94K

Mar 31, 26

-12.57K

0.06%

Zurcher Kantonalbank (Zurich Cantonalbank)

18.93K

Mar 31, 26

+7.94K

0.06%

GABELLI FUNDS LLC

18.73K

Mar 31, 26

0.06%

MetLife Investment Management, LLC

18.57K

Mar 31, 26

-1.86K

0.05%

Pathstone Holdings, LLC

18.46K

Mar 31, 26

+18.46K

0.05%

WELLS FARGO & COMPANY/MN

18.45K

Mar 31, 26

-24.66K

0.05%

Illinois Municipal Retirement Fund

18.38K

Mar 31, 26

+514

0.05%

Louisiana State Employees Retirement System

18.20K

Mar 31, 26

+2.60K

0.05%

Waverly Advisors, LLC

17.12K

Mar 31, 26

-198

0.05%

EP Wealth Advisors, LLC

16.81K

Mar 31, 26

+553

0.05%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

15.97K

Mar 31, 26

+106

0.05%

JANUS HENDERSON GROUP PLC

15.34K

Mar 31, 26

0.05%

FIFTH THIRD BANCORP

13.47K

Mar 31, 26

+13.08K

0.04%

Vanguard Personalized Indexing Management, LLC

11.84K

Mar 31, 26

+11.84K

0.03%

AMALGAMATED BANK

11.62K

Mar 31, 26

+1.75K

0.03%

YOUSIF CAPITAL MANAGEMENT, LLC

10.82K

Mar 31, 26

+1.70K

0.03%

LPL Financial LLC

10.54K

Mar 31, 26

+10.54K

0.03%

Cambria Investment Management, L.P.

10.41K

Mar 31, 26

+10.41K

0.03%

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS

10.17K

Mar 31, 26

+10.17K

0.03%

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

9.91K

Mar 31, 26

0.03%

MERCER GLOBAL ADVISORS INC /ADV

9.72K

Mar 31, 26

+9.72K

0.03%

NEW YORK STATE COMMON RETIREMENT FUND

9.59K

Mar 31, 26

0.03%

DRW Securities, LLC

9.52K

Mar 31, 26

+9.52K

0.03%

Police & Firemen's Retirement System of New Jersey

9.45K

Mar 31, 26

0.03%

CWM, LLC

9.43K

Mar 31, 26

+1.18K

0.03%

iSAM Funds (UK) Ltd

9.39K

Mar 31, 26

+9.39K

0.03%

OREGON PUBLIC EMPLOYEES RETIREMENT FUND

9.38K

Mar 31, 26

+1.60K

0.03%

Arizona State Retirement System

9.33K

Mar 31, 26

-124

0.03%

BNP PARIBAS ARBITRAGE, SNC

9.03K

Mar 31, 26

+532

0.03%

Aspire Capital Advisors LLC

8.76K

Mar 31, 26

0.03%

INTECH INVESTMENT MANAGEMENT LLC

8.73K

Mar 31, 26

-5.28K

0.03%

TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY

8.60K

Mar 31, 26

0.03%

US BANCORP \DE\

8.18K

Mar 31, 26

+91

0.02%

State of Tennessee, Treasury Department

8.03K

Mar 31, 26

0.02%

Atom Investors LP

7.71K

Mar 31, 26

-5.34K

0.02%

KLP KAPITALFORVALTNING AS

7.30K

Mar 31, 26

0.02%

Vanguard Investments Australia, Ltd.

6.79K

Mar 31, 26

+6.79K

0.02%

Aster Capital Management (DIFC) Ltd

6.20K

Mar 31, 26

+6.20K

0.02%

CGC Financial Services, LLC

6.16K

Mar 31, 26

0.02%

GAMMA Investing LLC

5.81K

Mar 31, 26

+638

0.02%

DekaBank Deutsche Girozentrale

3.76K

Mar 31, 26

0.01%

Ameritas Investment Partners, Inc.

2.85K

Mar 31, 26

0.01%

Parkside Financial Bank & Trust

2.39K

Mar 31, 26

+2.30K

0.01%

Tower Research Capital LLC (TRC)

2.36K

Mar 31, 26

+27

0.01%

EverSource Wealth Advisors, LLC

1.99K

Mar 31, 26

+32

0.01%

Pinnacle Wealth Planning Services, Inc.

1.98K

Mar 31, 26

+79

0.01%

McIlrath & Eck, LLC

1.70K

Mar 31, 26

0.00%

Allworth Financial LP

1.34K

Mar 31, 26

+46

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

1.23K

Mar 31, 26

+29

0.00%

Sterling Capital Management LLC

1.13K

Mar 31, 26

-883

0.00%

NISA INVESTMENT ADVISORS, LLC

982

Mar 31, 26

+83

0.00%

HANTZ FINANCIAL SERVICES, INC.

980

Mar 31, 26

-62

0.00%

JONES FINANCIAL COMPANIES LLLP

895

Mar 31, 26

+791

0.00%

Salomon & Ludwin, LLC

842

Mar 31, 26

+447

0.00%

Rockefeller Capital Management L.P.

620

Mar 31, 26

+13

0.00%

BNP Paribas Asset Management Holding S.A.

611

Mar 31, 26

+184

0.00%

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

604

Mar 31, 26

0.00%

ADVISOR GROUP HOLDINGS, INC.

589

Mar 31, 26

+26

0.00%

Larson Financial Group LLC

577

Mar 31, 26

+109

0.00%

QUADRANT CAPITAL GROUP LLC

514

Mar 31, 26

0.00%

Versant Capital Management, Inc

441

Mar 31, 26

+154

0.00%

FIRST HORIZON CORP

395

Mar 31, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

383

Mar 31, 26

-387

0.00%

UMB Bank, n.a.

213

Mar 31, 26

+23

0.00%

BESSEMER GROUP INC

201

Mar 31, 26

0.00%

Triumph Capital Management

200

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

191

Mar 31, 26

+11

0.00%

Sound Income Strategies, LLC

185

Mar 31, 26

0.00%

LOS ANGELES CAPITAL MANAGEMENT LLC

184

Mar 31, 26

-629

0.00%

Red Tortoise LLC

149

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

124

Mar 31, 26

+22

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

Mar 31, 26

-6.85K

0.00%

Root Financial Partners, LLC

Mar 31, 26

+81

0.00%

Farther Finance Advisors, LLC

Mar 31, 26

-5

0.00%

Cedar Mountain Advisors, LLC

Mar 31, 26

-23

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

-738

0.00%

Physician Wealth Advisors, Inc.

Mar 31, 26

0.00%

SIGNATUREFD, LLC

Mar 31, 26

0.00%

Spire Wealth Management

Mar 31, 26

0.00%

MAI Capital Management

Mar 31, 26

0.00%

Bruce G. Allen Investments, LLC

Mar 31, 26

+24

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

Mar 31, 26

0.00%

Kilter Group LLC

Mar 31, 26

+22

0.00%

Stone House Investment Management, LLC

Mar 31, 26

+18

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

Caitong International Asset Management Co., Ltd

Mar 31, 26

0.00%

IFP Advisors, Inc

Mar 31, 26

-2

0.00%

SBI Securities Co., Ltd.

Mar 31, 26

0.00%

Aquatic Capital Management LLC

Mar 31, 26

-4.56K

Y-Intercept (Hong Kong) Ltd

Mar 31, 26

-16.84K

SIMPLEX TRADING, LLC

Mar 31, 26

-9

Optiver Holding B.V.

Mar 31, 26

-168

CITADEL ADVISORS LLC

Mar 31, 26

-98.56K

Clearstead Advisors, LLC

Mar 31, 26

-2

TUDOR INVESTMENT CORP ET AL

Mar 31, 26

-13.76K

NEW YORK STATE TEACHERS RETIREMENT SYSTEM

Mar 31, 26

-5.30K

JANE STREET GROUP, LLC

Mar 31, 26

-49.87K

VANGUARD GROUP INC

2.41M

Dec 31, 25

+45.42K

7.10%

TWO SIGMA ADVISERS, LP

201.65K

Dec 31, 25

-8.70K

0.59%

SageView Advisory Group, LLC

14.19K

Dec 31, 25

-160

0.04%

COMERICA BANK

11.72K

Dec 31, 25

-1.88K

0.03%

CIBC Private Wealth Group, LLC

Dec 31, 25

0.00%

MARSHALL & SULLIVAN INC /WA/

Sep 30, 25

-6.14K

First Horizon Advisors, Inc.

395

Jun 30, 25

0.00%

Keeley-Teton Advisors, LLC

19.80K

Mar 31, 25

+5.28K

0.06%

Nuveen Asset Management, LLC

102.38K

Dec 31, 24

0.30%

Zions Bancorporation, N.A.

6.85K

Dec 31, 24

+6.85K

0.02%

Cassady Schiller Wealth Management, LLC

Dec 31, 24

+31

0.00%

ClariVest Asset Management LLC

Sep 30, 24

0.00%

BlackRock Inc.

4.98M

Jun 30, 24

-137.81K

14.65%

Ziegler Capital Management, LLC

51.33K

Mar 31, 24

+15.76K

0.15%

CREDIT SUISSE AG/

32.65K

Mar 31, 24

0.10%

Point72 Middle East FZE

Dec 31, 23

-5.30K

EA Series Trust

77.05K

Jun 30, 23

+77.05K

0.23%

ROTHSCHILD & CO ASSET MANAGEMENT US INC.

163.96K

Dec 31, 22

+163.96K

0.48%

EATON VANCE MANAGEMENT

15.70K

Sep 30, 22

-103

0.05%

MUFG Americas Holdings Corp

3.56K

Sep 30, 22

0.01%

WIPFLI FINANCIAL ADVISORS LLC,

204

Sep 30, 22

+204

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

87.98K

Mar 31, 22

-34.42K

0.26%

IndexIQ Advisors LLC

15.95K

Mar 31, 22

+997

0.05%

Amalgamated Financial Corp.

15.60K

Mar 31, 22

+15.60K

0.05%

BADGLEY PHELPS & BELL INC

14.73K

Jun 30, 21

0.04%

THB ASSET MANAGEMENT

151.54K

Dec 31, 20

+48.04K

0.45%

Aperio Group, LLC

35.29K

Dec 31, 20

+1.20K

0.10%

Xact Kapitalforvaltning AB

10.02K

Mar 31, 20

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

17.05K

Dec 31, 19

-29.00K

0.05%

Advisor Group, Inc.

512

Dec 31, 19

-82

0.00%

MENTA CAPITAL LLC

6.80K

Jun 30, 19

-5.72K

0.02%

OppenheimerFunds, Inc.

537.59K

Mar 31, 19

+135.26K

1.58%

TIAA CREF INVESTMENT MANAGEMENT LLC

76.50K

Mar 31, 19

-933

0.23%

TEACHERS ADVISORS, LLC

74.04K

Mar 31, 19

+143

0.22%

COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT

38.72K

Dec 31, 18

0.11%

Vantage Investment Advisors, LLC

2.13K

Sep 30, 18

0.01%

Delpha Capital Management, LLC

Mar 31, 18

-566

Independent Portfolio Consultants, Inc.

5.33K

Jun 30, 17

-2.02K

0.02%

TFS CAPITAL LLC

Jun 30, 17

-8.46K

BlackRock Fund Advisors

970.64K

Dec 31, 16

+146.54K

2.86%

BlackRock Institutional Trust Company, N.A.

946.26K

Dec 31, 16

+77.00K

2.78%

BlackRock Investment Management, LLC

128.17K

Dec 31, 16

-1.55K

0.38%

BlackRock Group LTD

23.67K

Dec 31, 16

-952.77K

0.07%

BLACKROCK ADVISORS LLC

19.71K

Dec 31, 16

+2.60K

0.06%

Emerald Acquisition Ltd.

330.56K

Sep 30, 16

+86.83K

0.97%

RUSSELL FRANK CO/

187.67K

Mar 31, 16

-2.86K

0.55%

GREEN ARROW CAPITAL MANAGEMENT LLC

78.80K

Sep 30, 15

-52.70K

0.23%

BAIRD ROBERT W & CO INC /WI/

32.11K

Mar 31, 15

+3.85K

0.09%

McAdams Wright Ragen, Inc.

137.35K

Sep 30, 14

+778

0.40%

1919 Investment Counsel, LLC

116.65K

Sep 30, 14

-2.65K

0.34%

MUNDER CAPITAL MANAGEMENT

53.44K

Sep 30, 14

+7.02K

0.16%

SEI TRUST CO

5.66K

Sep 30, 14

+1.33K

0.02%

UBS AG

2.52K

Sep 30, 14

+2.52K

0.01%

Strategic Capital Group LLC

18.00K

Jun 30, 14

-450

0.05%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-13.76K

MANULIFE INVESTMENT MANAGEMENT (US) LLC

283.22K

Mar 31, 13

0.83%