Heritage Insurance Holdings, Inc.(HRTG)

$25.82▲1.49 (6.12%)

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Heritage Insurance Holdings, Inc.(HRTG)

NYSE

$25.82▲1.49 (6.12%)

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HRTG(HRTG)

HRTG

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

Institutional Ownership

Top 261 Institutional Holders

Holder	Shares	Date	Change	% Held
BlackRock, Inc.	2.19M	Mar 31, 26	-23.36K	7.22%
DIMENSIONAL FUND ADVISORS LP	1.25M	Mar 31, 26	+36.88K	4.11%
AMERICAN CENTURY COMPANIES INC	988.95K	Mar 31, 26	+62.17K	3.26%
GEODE CAPITAL MANAGEMENT, LLC	738.89K	Mar 31, 26	+72.99K	2.43%
Connor, Clark & Lunn Investment Management Ltd.	550.87K	Mar 31, 26	-29.46K	1.82%
STATE STREET CORP	525.10K	Mar 31, 26	+17.52K	1.73%
PRUDENTIAL FINANCIAL INC	492.09K	Mar 31, 26	-342.83K	1.62%
Assenagon Asset Management S.A.	461.84K	Mar 31, 26	-637	1.52%
Pacific Ridge Capital Partners, LLC	405.86K	Mar 31, 26	+33.91K	1.34%
ACADIAN ASSET MANAGEMENT LLC	386.62K	Mar 31, 26	-82.67K	1.27%
MARSHALL WACE, LLP	374.91K	Mar 31, 26	-152.57K	1.24%
JACOBS LEVY EQUITY MANAGEMENT, INC	358.68K	Mar 31, 26	+14.94K	1.18%
AQR CAPITAL MANAGEMENT LLC	349.25K	Mar 31, 26	-68.18K	1.15%
GOLDMAN SACHS GROUP INC	333.28K	Mar 31, 26	+159.76K	1.10%
MORGAN STANLEY	285.08K	Mar 31, 26	+12.63K	0.94%
TWO SIGMA INVESTMENTS, LP	274.54K	Mar 31, 26	+191.21K	0.90%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	259.97K	Mar 31, 26	+11.17K	0.86%
NORTHERN TRUST CORP	241.41K	Mar 31, 26	+9.12K	0.80%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	234.64K	Mar 31, 26	-20.54K	0.77%
Invesco Ltd.	228.72K	Mar 31, 26	+151.30K	0.75%
Qube Research & Technologies Ltd	222.38K	Mar 31, 26	-69.80K	0.73%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	218.66K	Mar 31, 26	+75.34K	0.72%
JANE STREET GROUP, LLC	208.16K	Mar 31, 26	+169.33K	0.69%
UBS Group AG	203.00K	Mar 31, 26	-99.40K	0.67%
BANK OF AMERICA CORP /DE/	194.69K	Mar 31, 26	+93.55K	0.64%
CITADEL ADVISORS LLC	183.63K	Mar 31, 26	+33.81K	0.61%
Quartz Partners, LLC	181.93K	Mar 31, 26	-5.42K	0.60%
RENAISSANCE TECHNOLOGIES LLC	172.53K	Mar 31, 26	-9.15K	0.57%
Nuveen, LLC	169.90K	Mar 31, 26	+444	0.56%
SEGALL BRYANT & HAMILL, LLC	165.23K	Mar 31, 26	-7.71K	0.54%
Empowered Funds, LLC	162.18K	Mar 31, 26	+9.92K	0.53%
VANGUARD FIDUCIARY TRUST CO	156.34K	Mar 31, 26	+156.34K	0.52%
FRANKLIN RESOURCES INC	156.32K	Mar 31, 26	+65.38K	0.52%
AMERIPRISE FINANCIAL INC	140.46K	Mar 31, 26	-14.02K	0.46%
Trexquant Investment LP	136.62K	Mar 31, 26	-17.82K	0.45%
Arkadios Wealth Advisors	134.75K	Mar 31, 26	-2.51K	0.44%
Annis Gardner Whiting Capital Advisors, LLC	126.87K	Mar 31, 26	+50.00K	0.42%
FMR LLC	125.13K	Mar 31, 26	+14.71K	0.41%
CITIGROUP INC	109.40K	Mar 31, 26	+60.60K	0.36%
RAYMOND JAMES FINANCIAL INC	102.96K	Mar 31, 26	+181	0.34%
Bank of New York Mellon Corp	102.08K	Mar 31, 26	-5.88K	0.34%
MILLENNIUM MANAGEMENT LLC	90.52K	Mar 31, 26	+42.88K	0.30%
FIRST TRUST ADVISORS LP	86.82K	Mar 31, 26	+4.57K	0.29%
Y-Intercept (Hong Kong) Ltd	84.25K	Mar 31, 26	+84.25K	0.28%
ALLIANCEBERNSTEIN L.P.	81.81K	Mar 31, 26	+13.30K	0.27%
JPMORGAN CHASE & CO	80.89K	Mar 31, 26	-3.84K	0.27%
Squarepoint Ops LLC	78.63K	Mar 31, 26	+30.69K	0.26%
LOS ANGELES CAPITAL MANAGEMENT LLC	61.96K	Mar 31, 26	-10.49K	0.20%
Sanctuary Advisors, LLC	61.23K	Mar 31, 26	-6.49K	0.20%
INSTRUMENTAL WEALTH, LLC	60.06K	Mar 31, 26	--	0.20%
Inspire Investing, LLC	58.91K	Mar 31, 26	+58.91K	0.19%
HRT FINANCIAL LP	57.51K	Mar 31, 26	-113.89K	0.19%
Boston Partners	55.54K	Mar 31, 26	+2.30K	0.18%
BNP Paribas Asset Management Holding S.A.	54.50K	Mar 31, 26	-268	0.18%
Cerity Partners LLC	52.10K	Mar 31, 26	+9.58K	0.17%
XTX Topco Ltd	51.92K	Mar 31, 26	+29.05K	0.17%
GSA CAPITAL PARTNERS LLP	51.11K	Mar 31, 26	+51.11K	0.17%
ADVISOR GROUP HOLDINGS, INC.	50.32K	Mar 31, 26	+12.11K	0.17%
TUDOR INVESTMENT CORP ET AL	50.07K	Mar 31, 26	-135.40K	0.16%
Swiss National Bank	49.00K	Mar 31, 26	--	0.16%
NAVELLIER & ASSOCIATES INC	47.20K	Mar 31, 26	+15.94K	0.16%
Creative Planning	45.33K	Mar 31, 26	-9.50K	0.15%
Russell Investments Group, Ltd.	42.42K	Mar 31, 26	+20.46K	0.14%
Vanguard Global Advisers, LLC	38.87K	Mar 31, 26	+38.87K	0.13%
TRUIST FINANCIAL CORP	37.20K	Mar 31, 26	+41	0.12%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	35.15K	Mar 31, 26	--	0.12%
Interval Partners, LP	32.86K	Mar 31, 26	+487	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31.95K	Mar 31, 26	-63.33K	0.11%
TEACHER RETIREMENT SYSTEM OF TEXAS	31.16K	Mar 31, 26	+31.16K	0.10%
VICTORY CAPITAL MANAGEMENT INC	31.00K	Mar 31, 26	-1.30K	0.10%
SEI INVESTMENTS CO	30.42K	Mar 31, 26	-13.02K	0.10%
IEQ CAPITAL, LLC	30.25K	Mar 31, 26	-13.40K	0.10%
RHUMBLINE ADVISERS	30.19K	Mar 31, 26	+130	0.10%
Mariner, LLC	29.01K	Mar 31, 26	-12.17K	0.10%
Verdad Advisers, LP	26.49K	Mar 31, 26	-2.28K	0.09%
KESTRA PRIVATE WEALTH SERVICES, LLC	26.30K	Mar 31, 26	+489	0.09%
Cambria Investment Management, L.P.	26.17K	Mar 31, 26	+3.79K	0.09%
BARCLAYS PLC	25.34K	Mar 31, 26	-38.27K	0.08%
Quantinno Capital Management LP	23.78K	Mar 31, 26	+5.01K	0.08%
Man Group plc	23.62K	Mar 31, 26	+13.07K	0.08%
STATE OF WISCONSIN INVESTMENT BOARD	23.48K	Mar 31, 26	-3.59K	0.08%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	23.31K	Mar 31, 26	-183	0.08%
STRS OHIO	22.30K	Mar 31, 26	--	0.07%
Jump Financial, LLC	21.60K	Mar 31, 26	+4.13K	0.07%
SG Americas Securities, LLC	21.28K	Mar 31, 26	-6.12K	0.07%
DEUTSCHE BANK AG\	20.84K	Mar 31, 26	+2.01K	0.07%
Dynamic Technology Lab Private Ltd	20.76K	Mar 31, 26	-82	0.07%
CWM, LLC	20.62K	Mar 31, 26	-1.27K	0.07%
UBS ASSET MANAGEMENT AMERICAS INC	19.91K	Mar 31, 26	+4.21K	0.07%
LPL Financial LLC	19.46K	Mar 31, 26	-10.97K	0.06%
PRICE T ROWE ASSOCIATES INC /MD/	18.86K	Mar 31, 26	+5.22K	0.06%
EAM Investors, LLC	18.84K	Mar 31, 26	-170.11K	0.06%
BAILARD, INC.	18.68K	Mar 31, 26	--	0.06%
Optimize Financial Inc	17.72K	Mar 31, 26	+17.72K	0.06%
ALPS ADVISORS INC	17.54K	Mar 31, 26	+17.54K	0.06%
STIFEL FINANCIAL CORP	17.40K	Mar 31, 26	-449	0.06%
Campbell & CO Investment Adviser LLC	17.12K	Mar 31, 26	+17.12K	0.06%
Sterling Capital Management LLC	16.59K	Mar 31, 26	-9.55K	0.05%
Legal & General Group Plc	16.53K	Mar 31, 26	-2.81K	0.05%
VANGUARD ASSET MANAGEMENT, Ltd	16.49K	Mar 31, 26	+16.49K	0.05%
Graham Capital Management, L.P.	15.49K	Mar 31, 26	-3.89K	0.05%
VOYA INVESTMENT MANAGEMENT LLC	15.37K	Mar 31, 26	-59	0.05%
Janney Montgomery Scott LLC	15.22K	Mar 31, 26	+3.55K	0.05%
Fragasso Group Inc.	15.20K	Mar 31, 26	+4.00K	0.05%
Brevan Howard Capital Management LP	14.30K	Mar 31, 26	+14.30K	0.05%
Toroso Investments, LLC	14.14K	Mar 31, 26	+14.14K	0.05%
MetLife Investment Management, LLC	13.10K	Mar 31, 26	--	0.04%
ENVESTNET ASSET MANAGEMENT INC	13.06K	Mar 31, 26	+13.06K	0.04%
Cambridge Investment Research Advisors, Inc.	12.83K	Mar 31, 26	+349	0.04%
Zurcher Kantonalbank (Zurich Cantonalbank)	12.68K	Mar 31, 26	+2.14K	0.04%
Grantham, Mayo, Van Otterloo & Co. LLC	12.34K	Mar 31, 26	--	0.04%
JANUS HENDERSON GROUP PLC	12.10K	Mar 31, 26	--	0.04%
Counterpoint Mutual Funds LLC	11.85K	Mar 31, 26	+3.13K	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11.72K	Mar 31, 26	+697	0.04%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	11.53K	Mar 31, 26	+96	0.04%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	11.26K	Mar 31, 26	+2.11K	0.04%
Bleakley Financial Group, LLC	11.25K	Mar 31, 26	+11.25K	0.04%
State of Alaska, Department of Revenue	11.06K	Mar 31, 26	--	0.04%
Moran Wealth Management, LLC	11.01K	Mar 31, 26	+11.01K	0.04%
MANGROVE PARTNERS	11.01K	Mar 31, 26	-3.96K	0.04%
SIMPLEX TRADING, LLC	10.68K	Mar 31, 26	+10.68K	0.04%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10.11K	Mar 31, 26	-3.56K	0.03%
WELLS FARGO & COMPANY/MN	9.88K	Mar 31, 26	-39.98K	0.03%
Aquatic Capital Management LLC	9.52K	Mar 31, 26	-6.31K	0.03%
State of Wyoming	9.46K	Mar 31, 26	+189	0.03%
Engineers Gate Manager LP	9.36K	Mar 31, 26	-8.03K	0.03%
Magnetar Financial LLC	9.30K	Mar 31, 26	-3.87K	0.03%
EP Wealth Advisors, LLC	7.84K	Mar 31, 26	-9	0.03%
KLP KAPITALFORVALTNING AS	7.00K	Mar 31, 26	--	0.02%
Vanguard Investments Australia, Ltd.	6.62K	Mar 31, 26	+6.62K	0.02%
NEW YORK STATE COMMON RETIREMENT FUND	6.60K	Mar 31, 26	-22.40K	0.02%
Police & Firemen's Retirement System of New Jersey	6.51K	Mar 31, 26	--	0.02%
BNP PARIBAS ARBITRAGE, SNC	6.07K	Mar 31, 26	-104	0.02%
GLOBEFLEX CAPITAL L P	5.91K	Mar 31, 26	--	0.02%
Triumph Capital Management	4.25K	Mar 31, 26	+402	0.01%
MEEDER ASSET MANAGEMENT INC	3.52K	Mar 31, 26	--	0.01%
GREAT WEST LIFE ASSURANCE CO /CAN/	3.19K	Mar 31, 26	--	0.01%
IFP Advisors, Inc	1.95K	Mar 31, 26	+1.39K	0.01%
Ameritas Investment Partners, Inc.	1.92K	Mar 31, 26	--	0.01%
Atlantic Union Bankshares Corp	1.91K	Mar 31, 26	+1.91K	0.01%
HARBOUR INVESTMENTS, INC.	1.72K	Mar 31, 26	+18	0.01%
SIGNATUREFD, LLC	1.61K	Mar 31, 26	-1	0.01%
Caitong International Asset Management Co., Ltd	1.58K	Mar 31, 26	-1.33K	0.01%
Tower Research Capital LLC (TRC)	1.44K	Mar 31, 26	+751	0.00%
Optiver Holding B.V.	1.40K	Mar 31, 26	+1.17K	0.00%
Capital Advisors, Ltd. LLC	1.06K	Mar 31, 26	--	0.00%
Financial Management Professionals, Inc.	1.02K	Mar 31, 26	--	0.00%
Covestor Ltd	885	Mar 31, 26	-18	0.00%
EverSource Wealth Advisors, LLC	845	Mar 31, 26	-344	0.00%
ARMSTRONG ADVISORY GROUP, INC	790	Mar 31, 26	+790	0.00%
NISA INVESTMENT ADVISORS, LLC	662	Mar 31, 26	--	0.00%
Truvestments Capital LLC	640	Mar 31, 26	--	0.00%
Larson Financial Group LLC	599	Mar 31, 26	+176	0.00%
FEDERATED HERMES, INC.	586	Mar 31, 26	-90	0.00%
Allworth Financial LP	576	Mar 31, 26	-101	0.00%
ROYAL BANK OF CANADA	515	Mar 31, 26	-667	0.00%
QUADRANT CAPITAL GROUP LLC	469	Mar 31, 26	+7	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	404	Mar 31, 26	+71	0.00%
Rockefeller Capital Management L.P.	398	Mar 31, 26	+319	0.00%
NewEdge Advisors, LLC	377	Mar 31, 26	--	0.00%
HARBOR CAPITAL ADVISORS, INC.	306	Mar 31, 26	+27	0.00%
GAMMA Investing LLC	284	Mar 31, 26	-23	0.00%
Smartleaf Asset Management LLC	254	Mar 31, 26	-44	0.00%
Parallel Advisors, LLC	195	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	167	Mar 31, 26	-160	0.00%
True Wealth Design, LLC	139	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	134	Mar 31, 26	+16	0.00%
WealthCollab, LLC	83	Mar 31, 26	-26	0.00%
SRS Capital Advisors, Inc.	68	Mar 31, 26	+9	0.00%
Parkside Financial Bank & Trust	50	Mar 31, 26	--	0.00%
Physician Wealth Advisors, Inc.	35	Mar 31, 26	--	0.00%
MASSMUTUAL TRUST CO FSB/ADV	18	Mar 31, 26	-4	0.00%
Sunbelt Securities, Inc.	17	Mar 31, 26	--	0.00%
Versant Capital Management, Inc	14	Mar 31, 26	+14	0.00%
MAI Capital Management	14	Mar 31, 26	-12	0.00%
Advisory Services Network, LLC	13	Mar 31, 26	+13	0.00%
Hughes Financial Services, LLC	8	Mar 31, 26	-23	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	2	Mar 31, 26	+2	0.00%
SBI Securities Co., Ltd.	1	Mar 31, 26	-65	0.00%
Stone House Investment Management, LLC	1	Mar 31, 26	+1	0.00%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	--	Mar 31, 26	-86.35K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-112	--
Legato Capital Management LLC	--	Mar 31, 26	-10.52K	--
Jain Global LLC	--	Mar 31, 26	-9.20K	--
Versor Investments LP	--	Mar 31, 26	-13.92K	--
INTECH INVESTMENT MANAGEMENT LLC	--	Mar 31, 26	-7.98K	--
GROUP ONE TRADING, L.P.	--	Mar 31, 26	-1.91K	--
Universal- Beteiligungs- und Servicegesellschaft mbH	--	Mar 31, 26	-27.40K	--
Arizona State Retirement System	--	Mar 31, 26	-6.88K	--
Fortitude Family Office, LLC	--	Mar 31, 26	-64	--
VOLORIDGE INVESTMENT MANAGEMENT, LLC	--	Mar 31, 26	-38.53K	--
CANADA PENSION PLAN INVESTMENT BOARD	--	Mar 31, 26	-8.30K	--
Massar Capital Management, LP	--	Mar 31, 26	-13.24K	--
Aster Capital Management (DIFC) Ltd	--	Mar 31, 26	-81	--
MANUFACTURERS LIFE INSURANCE COMPANY, THE	--	Mar 31, 26	-7.43K	--
AMALGAMATED BANK	--	Mar 31, 26	-773	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-150	--
CAXTON ASSOCIATES LLP	--	Mar 31, 26	-18.75K	--
D. E. Shaw & Co., Inc.	--	Mar 31, 26	-8.50K	--
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	--	Mar 31, 26	-11.61K	--
Clearstead Advisors, LLC	--	Mar 31, 26	-3	--
DENALI ADVISORS LLC	--	Mar 31, 26	-85.11K	--
Integrated Quantitative Investments LLC	--	Mar 31, 26	-22.12K	--
Quarry LP	--	Mar 31, 26	-391	--
Verition Fund Management LLC	--	Mar 31, 26	-7.82K	--
PRINCIPAL FINANCIAL GROUP INC	--	Mar 31, 26	-101.14K	--
Point72 Asset Management, L.P.	--	Mar 31, 26	-34.95K	--
SJS Investment Consulting Inc.	--	Mar 31, 26	-12	--
ExodusPoint Capital Management, LP	--	Mar 31, 26	-16.78K	--
USA Financial Portformulas Corp	--	Mar 31, 26	-636	--
Harvest Investment Services, LLC	--	Mar 31, 26	-14.41K	--
VANGUARD GROUP INC	1.88M	Dec 31, 25	+234.30K	6.20%
Brandywine Global Investment Management, LLC	51.50K	Dec 31, 25	-2.00K	0.17%
TWO SIGMA ADVISERS, LP	17.10K	Dec 31, 25	-30.40K	0.06%
VIRGINIA RETIREMENT SYSTEMS ET AL	16.20K	Dec 31, 25	+16.20K	0.05%
Quest Partners LLC	7.52K	Dec 31, 25	+252	0.02%
CIBC Private Wealth Group, LLC	2.87K	Dec 31, 25	--	0.01%
Global Retirement Partners, LLC	203	Dec 31, 25	+199	0.00%
AXA Investment Managers S.A.	58.00K	Sep 30, 25	+58.00K	0.19%
Cubist Systematic Strategies, LLC	10.89K	Sep 30, 25	-59.95K	0.04%
Point72 Asia (Singapore) Pte. Ltd.	178	Sep 30, 25	-840	0.00%
Point72 (DIFC) Ltd	--	Sep 30, 25	-1.42K	--
Nebula Research & Development LLC	13.94K	Jun 30, 25	-6.76K	0.05%
Lindbrook Capital, LLC	43	Mar 31, 25	-8	0.00%
Nuveen Asset Management, LLC	107.27K	Dec 31, 24	-23.88K	0.35%
ClariVest Asset Management LLC	61.40K	Sep 30, 24	--	0.20%
RAYMOND JAMES & ASSOCIATES	12.15K	Sep 30, 24	+12.15K	0.04%
BlackRock Inc.	1.77M	Jun 30, 24	+1.14M	5.83%
PUTNAM INVESTMENTS LLC	482.52K	Dec 31, 23	+197.71K	1.59%
EA Series Trust	40.78K	Jun 30, 23	+40.78K	0.13%
FourThought Financial, LLC	32.78K	Sep 30, 22	+30.78K	0.11%
Jefferies Group LLC	--	Sep 30, 22	-51.76K	--
Fieldpoint Private Securities, LLC	--	Jun 30, 22	--	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	133.13K	Mar 31, 22	-99.23K	0.44%
FIRST QUADRANT LLC/CA	6.12K	Mar 31, 22	+6.12K	0.02%
Amalgamated Financial Corp.	3.23K	Mar 31, 22	+3.23K	0.01%
IndexIQ Advisors LLC	--	Mar 31, 22	-38.11K	--
Berman Capital Advisors, LLC	878	Sep 30, 21	+469	0.00%
Matarin Capital Management, LLC	46.11K	Dec 31, 20	-17.07K	0.15%
Aperio Group, LLC	--	Dec 31, 20	-42.64K	--
SIGNIA CAPITAL MANAGEMENT LLC	258.11K	Jun 30, 20	-12.47K	0.85%
Advisor Group, Inc.	188	Dec 31, 19	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	41	Dec 31, 19	--	0.00%
TEACHERS ADVISORS, LLC	150.84K	Mar 31, 19	+102.56K	0.50%
TIAA CREF INVESTMENT MANAGEMENT LLC	46.22K	Mar 31, 19	-606	0.15%
NEXT Financial Holdings	223	Mar 31, 19	+223	0.00%
PEAK6 Group LLC	1.32K	Jun 30, 18	+1.32K	0.00%
LUCUS ADVISORS LLC	--	Mar 31, 18	-19.87K	--
BlackRock Fund Advisors	875.91K	Dec 31, 16	+133.95K	2.89%
BlackRock Institutional Trust Company, N.A.	689.58K	Dec 31, 16	+67.71K	2.27%
BLACKROCK ADVISORS LLC	363.37K	Dec 31, 16	-9.55K	1.20%
BlackRock Investment Management, LLC	117.36K	Dec 31, 16	-635	0.39%
BlackRock Group LTD	10.60K	Dec 31, 16	+1.06K	0.03%
MSI Financial Services Inc	152	Dec 31, 16	-48	0.00%
Emerald Acquisition Ltd.	113.91K	Sep 30, 16	+50.81K	0.38%
ANALYTIC INVESTORS, LLC	49.55K	Sep 30, 16	-25.21K	0.16%
SOCIETE GENERALE	117.77K	Jun 30, 16	+117.77K	0.39%
RUSSELL FRANK CO/	118.43K	Mar 31, 16	-1.58K	0.39%
OFI Advisors LLC	--	Sep 30, 15	-1.24K	--
FolioMetrix LLC	14.40K	Jun 30, 15	+14.40K	0.05%
UBS AG	26.29K	Sep 30, 14	+26.06K	0.09%

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Holder

Date

Change

% Held

BlackRock, Inc.

2.19M

Mar 31, 26

-23.36K

7.22%

DIMENSIONAL FUND ADVISORS LP

1.25M

Mar 31, 26

+36.88K

4.11%

AMERICAN CENTURY COMPANIES INC

988.95K

Mar 31, 26

+62.17K

3.26%

GEODE CAPITAL MANAGEMENT, LLC

738.89K

Mar 31, 26

+72.99K

2.43%

Connor, Clark & Lunn Investment Management Ltd.

550.87K

Mar 31, 26

-29.46K

1.82%

STATE STREET CORP

525.10K

Mar 31, 26

+17.52K

1.73%

PRUDENTIAL FINANCIAL INC

492.09K

Mar 31, 26

-342.83K

1.62%

Assenagon Asset Management S.A.

461.84K

Mar 31, 26

-637

1.52%

Pacific Ridge Capital Partners, LLC

405.86K

Mar 31, 26

+33.91K

1.34%

ACADIAN ASSET MANAGEMENT LLC

386.62K

Mar 31, 26

-82.67K

1.27%

MARSHALL WACE, LLP

374.91K

Mar 31, 26

-152.57K

1.24%

JACOBS LEVY EQUITY MANAGEMENT, INC

358.68K

Mar 31, 26

+14.94K

1.18%

AQR CAPITAL MANAGEMENT LLC

349.25K

Mar 31, 26

-68.18K

1.15%

GOLDMAN SACHS GROUP INC

333.28K

Mar 31, 26

+159.76K

1.10%

MORGAN STANLEY

285.08K

Mar 31, 26

+12.63K

0.94%

TWO SIGMA INVESTMENTS, LP

274.54K

Mar 31, 26

+191.21K

0.90%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

259.97K

Mar 31, 26

+11.17K

0.86%

NORTHERN TRUST CORP

241.41K

Mar 31, 26

+9.12K

0.80%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

234.64K

Mar 31, 26

-20.54K

0.77%

Invesco Ltd.

228.72K

Mar 31, 26

+151.30K

0.75%

Qube Research & Technologies Ltd

222.38K

Mar 31, 26

-69.80K

0.73%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

218.66K

Mar 31, 26

+75.34K

0.72%

JANE STREET GROUP, LLC

208.16K

Mar 31, 26

+169.33K

0.69%

UBS Group AG

203.00K

Mar 31, 26

-99.40K

0.67%

BANK OF AMERICA CORP /DE/

194.69K

Mar 31, 26

+93.55K

0.64%

CITADEL ADVISORS LLC

183.63K

Mar 31, 26

+33.81K

0.61%

Quartz Partners, LLC

181.93K

Mar 31, 26

-5.42K

0.60%

RENAISSANCE TECHNOLOGIES LLC

172.53K

Mar 31, 26

-9.15K

0.57%

Nuveen, LLC

169.90K

Mar 31, 26

+444

0.56%

SEGALL BRYANT & HAMILL, LLC

165.23K

Mar 31, 26

-7.71K

0.54%

Empowered Funds, LLC

162.18K

Mar 31, 26

+9.92K

0.53%

VANGUARD FIDUCIARY TRUST CO

156.34K

Mar 31, 26

+156.34K

0.52%

FRANKLIN RESOURCES INC

156.32K

Mar 31, 26

+65.38K

0.52%

AMERIPRISE FINANCIAL INC

140.46K

Mar 31, 26

-14.02K

0.46%

Trexquant Investment LP

136.62K

Mar 31, 26

-17.82K

0.45%

Arkadios Wealth Advisors

134.75K

Mar 31, 26

-2.51K

0.44%

Annis Gardner Whiting Capital Advisors, LLC

126.87K

Mar 31, 26

+50.00K

0.42%

FMR LLC

125.13K

Mar 31, 26

+14.71K

0.41%

CITIGROUP INC

109.40K

Mar 31, 26

+60.60K

0.36%

RAYMOND JAMES FINANCIAL INC

102.96K

Mar 31, 26

+181

0.34%

Bank of New York Mellon Corp

102.08K

Mar 31, 26

-5.88K

0.34%

MILLENNIUM MANAGEMENT LLC

90.52K

Mar 31, 26

+42.88K

0.30%

FIRST TRUST ADVISORS LP

86.82K

Mar 31, 26

+4.57K

0.29%

Y-Intercept (Hong Kong) Ltd

84.25K

Mar 31, 26

+84.25K

0.28%

ALLIANCEBERNSTEIN L.P.

81.81K

Mar 31, 26

+13.30K

0.27%

JPMORGAN CHASE & CO

80.89K

Mar 31, 26

-3.84K

0.27%

Squarepoint Ops LLC

78.63K

Mar 31, 26

+30.69K

0.26%

LOS ANGELES CAPITAL MANAGEMENT LLC

61.96K

Mar 31, 26

-10.49K

0.20%

Sanctuary Advisors, LLC

61.23K

Mar 31, 26

-6.49K

0.20%

INSTRUMENTAL WEALTH, LLC

60.06K

Mar 31, 26

0.20%

Inspire Investing, LLC

58.91K

Mar 31, 26

+58.91K

0.19%

HRT FINANCIAL LP

57.51K

Mar 31, 26

-113.89K

0.19%

Boston Partners

55.54K

Mar 31, 26

+2.30K

0.18%

BNP Paribas Asset Management Holding S.A.

54.50K

Mar 31, 26

-268

0.18%

Cerity Partners LLC

52.10K

Mar 31, 26

+9.58K

0.17%

XTX Topco Ltd

51.92K

Mar 31, 26

+29.05K

0.17%

GSA CAPITAL PARTNERS LLP

51.11K

Mar 31, 26

+51.11K

0.17%

ADVISOR GROUP HOLDINGS, INC.

50.32K

Mar 31, 26

+12.11K

0.17%

TUDOR INVESTMENT CORP ET AL

50.07K

Mar 31, 26

-135.40K

0.16%

Swiss National Bank

49.00K

Mar 31, 26

0.16%

NAVELLIER & ASSOCIATES INC

47.20K

Mar 31, 26

+15.94K

0.16%

Creative Planning

45.33K

Mar 31, 26

-9.50K

0.15%

Russell Investments Group, Ltd.

42.42K

Mar 31, 26

+20.46K

0.14%

Vanguard Global Advisers, LLC

38.87K

Mar 31, 26

+38.87K

0.13%

TRUIST FINANCIAL CORP

37.20K

Mar 31, 26

+41

0.12%

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

35.15K

Mar 31, 26

0.12%

Interval Partners, LP

32.86K

Mar 31, 26

+487

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

31.95K

Mar 31, 26

-63.33K

0.11%

TEACHER RETIREMENT SYSTEM OF TEXAS

31.16K

Mar 31, 26

+31.16K

0.10%

VICTORY CAPITAL MANAGEMENT INC

31.00K

Mar 31, 26

-1.30K

0.10%

SEI INVESTMENTS CO

30.42K

Mar 31, 26

-13.02K

0.10%

IEQ CAPITAL, LLC

30.25K

Mar 31, 26

-13.40K

0.10%

RHUMBLINE ADVISERS

30.19K

Mar 31, 26

+130

0.10%

Mariner, LLC

29.01K

Mar 31, 26

-12.17K

0.10%

Verdad Advisers, LP

26.49K

Mar 31, 26

-2.28K

0.09%

KESTRA PRIVATE WEALTH SERVICES, LLC

26.30K

Mar 31, 26

+489

0.09%

Cambria Investment Management, L.P.

26.17K

Mar 31, 26

+3.79K

0.09%

BARCLAYS PLC

25.34K

Mar 31, 26

-38.27K

0.08%

Quantinno Capital Management LP

23.78K

Mar 31, 26

+5.01K

0.08%

Man Group plc

23.62K

Mar 31, 26

+13.07K

0.08%

STATE OF WISCONSIN INVESTMENT BOARD

23.48K

Mar 31, 26

-3.59K

0.08%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

23.31K

Mar 31, 26

-183

0.08%

STRS OHIO

22.30K

Mar 31, 26

0.07%

Jump Financial, LLC

21.60K

Mar 31, 26

+4.13K

0.07%

SG Americas Securities, LLC

21.28K

Mar 31, 26

-6.12K

0.07%

DEUTSCHE BANK AG\

20.84K

Mar 31, 26

+2.01K

0.07%

Dynamic Technology Lab Private Ltd

20.76K

Mar 31, 26

-82

0.07%

CWM, LLC

20.62K

Mar 31, 26

-1.27K

0.07%

UBS ASSET MANAGEMENT AMERICAS INC

19.91K

Mar 31, 26

+4.21K

0.07%

LPL Financial LLC

19.46K

Mar 31, 26

-10.97K

0.06%

PRICE T ROWE ASSOCIATES INC /MD/

18.86K

Mar 31, 26

+5.22K

0.06%

EAM Investors, LLC

18.84K

Mar 31, 26

-170.11K

0.06%

BAILARD, INC.

18.68K

Mar 31, 26

0.06%

Optimize Financial Inc

17.72K

Mar 31, 26

+17.72K

0.06%

ALPS ADVISORS INC

17.54K

Mar 31, 26

+17.54K

0.06%

STIFEL FINANCIAL CORP

17.40K

Mar 31, 26

-449

0.06%

Campbell & CO Investment Adviser LLC

17.12K

Mar 31, 26

+17.12K

0.06%

Sterling Capital Management LLC

16.59K

Mar 31, 26

-9.55K

0.05%

Legal & General Group Plc

16.53K

Mar 31, 26

-2.81K

0.05%

VANGUARD ASSET MANAGEMENT, Ltd

16.49K

Mar 31, 26

+16.49K

0.05%

Graham Capital Management, L.P.

15.49K

Mar 31, 26

-3.89K

0.05%

VOYA INVESTMENT MANAGEMENT LLC

15.37K

Mar 31, 26

-59

0.05%

Janney Montgomery Scott LLC

15.22K

Mar 31, 26

+3.55K

0.05%

Fragasso Group Inc.

15.20K

Mar 31, 26

+4.00K

0.05%

Brevan Howard Capital Management LP

14.30K

Mar 31, 26

+14.30K

0.05%

Toroso Investments, LLC

14.14K

Mar 31, 26

+14.14K

0.05%

MetLife Investment Management, LLC

13.10K

Mar 31, 26

0.04%

ENVESTNET ASSET MANAGEMENT INC

13.06K

Mar 31, 26

+13.06K

0.04%

Cambridge Investment Research Advisors, Inc.

12.83K

Mar 31, 26

+349

0.04%

Zurcher Kantonalbank (Zurich Cantonalbank)

12.68K

Mar 31, 26

+2.14K

0.04%

Grantham, Mayo, Van Otterloo & Co. LLC

12.34K

Mar 31, 26

0.04%

JANUS HENDERSON GROUP PLC

12.10K

Mar 31, 26

0.04%

Counterpoint Mutual Funds LLC

11.85K

Mar 31, 26

+3.13K

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

11.72K

Mar 31, 26

+697

0.04%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

11.53K

Mar 31, 26

+96

0.04%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

11.26K

Mar 31, 26

+2.11K

0.04%

Bleakley Financial Group, LLC

11.25K

Mar 31, 26

+11.25K

0.04%

State of Alaska, Department of Revenue

11.06K

Mar 31, 26

0.04%

Moran Wealth Management, LLC

11.01K

Mar 31, 26

+11.01K

0.04%

MANGROVE PARTNERS

11.01K

Mar 31, 26

-3.96K

0.04%

SIMPLEX TRADING, LLC

10.68K

Mar 31, 26

+10.68K

0.04%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

10.11K

Mar 31, 26

-3.56K

0.03%

WELLS FARGO & COMPANY/MN

9.88K

Mar 31, 26

-39.98K

0.03%

Aquatic Capital Management LLC

9.52K

Mar 31, 26

-6.31K

0.03%

State of Wyoming

9.46K

Mar 31, 26

+189

0.03%

Engineers Gate Manager LP

9.36K

Mar 31, 26

-8.03K

0.03%

Magnetar Financial LLC

9.30K

Mar 31, 26

-3.87K

0.03%

EP Wealth Advisors, LLC

7.84K

Mar 31, 26

-9

0.03%

KLP KAPITALFORVALTNING AS

7.00K

Mar 31, 26

0.02%

Vanguard Investments Australia, Ltd.

6.62K

Mar 31, 26

+6.62K

0.02%

NEW YORK STATE COMMON RETIREMENT FUND

6.60K

Mar 31, 26

-22.40K

0.02%

Police & Firemen's Retirement System of New Jersey

6.51K

Mar 31, 26

0.02%

BNP PARIBAS ARBITRAGE, SNC

6.07K

Mar 31, 26

-104

0.02%

GLOBEFLEX CAPITAL L P

5.91K

Mar 31, 26

0.02%

Triumph Capital Management

4.25K

Mar 31, 26

+402

0.01%

MEEDER ASSET MANAGEMENT INC

3.52K

Mar 31, 26

0.01%

GREAT WEST LIFE ASSURANCE CO /CAN/

3.19K

Mar 31, 26

0.01%

IFP Advisors, Inc

1.95K

Mar 31, 26

+1.39K

0.01%

Ameritas Investment Partners, Inc.

1.92K

Mar 31, 26

0.01%

Atlantic Union Bankshares Corp

1.91K

Mar 31, 26

+1.91K

0.01%

HARBOUR INVESTMENTS, INC.

1.72K

Mar 31, 26

+18

0.01%

SIGNATUREFD, LLC

1.61K

Mar 31, 26

-1

0.01%

Caitong International Asset Management Co., Ltd

1.58K

Mar 31, 26

-1.33K

0.01%

Tower Research Capital LLC (TRC)

1.44K

Mar 31, 26

+751

0.00%

Optiver Holding B.V.

1.40K

Mar 31, 26

+1.17K

0.00%

Capital Advisors, Ltd. LLC

1.06K

Mar 31, 26

0.00%

Financial Management Professionals, Inc.

1.02K

Mar 31, 26

0.00%

Covestor Ltd

885

Mar 31, 26

-18

0.00%

EverSource Wealth Advisors, LLC

845

Mar 31, 26

-344

0.00%

ARMSTRONG ADVISORY GROUP, INC

790

Mar 31, 26

+790

0.00%

NISA INVESTMENT ADVISORS, LLC

662

Mar 31, 26

0.00%

Truvestments Capital LLC

640

Mar 31, 26

0.00%

Larson Financial Group LLC

599

Mar 31, 26

+176

0.00%

FEDERATED HERMES, INC.

586

Mar 31, 26

-90

0.00%

Allworth Financial LP

576

Mar 31, 26

-101

0.00%

ROYAL BANK OF CANADA

515

Mar 31, 26

-667

0.00%

QUADRANT CAPITAL GROUP LLC

469

Mar 31, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

404

Mar 31, 26

+71

0.00%

Rockefeller Capital Management L.P.

398

Mar 31, 26

+319

0.00%

NewEdge Advisors, LLC

377

Mar 31, 26

0.00%

HARBOR CAPITAL ADVISORS, INC.

306

Mar 31, 26

+27

0.00%

GAMMA Investing LLC

284

Mar 31, 26

-23

0.00%

Smartleaf Asset Management LLC

254

Mar 31, 26

-44

0.00%

Parallel Advisors, LLC

195

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

167

Mar 31, 26

-160

0.00%

True Wealth Design, LLC

139

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

134

Mar 31, 26

+16

0.00%

WealthCollab, LLC

Mar 31, 26

-26

0.00%

SRS Capital Advisors, Inc.

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

Mar 31, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

Mar 31, 26

-4

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

Versant Capital Management, Inc

Mar 31, 26

+14

0.00%

MAI Capital Management

Mar 31, 26

-12

0.00%

Advisory Services Network, LLC

Mar 31, 26

+13

0.00%

Hughes Financial Services, LLC

Mar 31, 26

-23

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

0.00%

SBI Securities Co., Ltd.

Mar 31, 26

-65

0.00%

Stone House Investment Management, LLC

Mar 31, 26

0.00%

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

Mar 31, 26

-86.35K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-112

Legato Capital Management LLC

Mar 31, 26

-10.52K

Jain Global LLC

Mar 31, 26

-9.20K

Versor Investments LP

Mar 31, 26

-13.92K

INTECH INVESTMENT MANAGEMENT LLC

Mar 31, 26

-7.98K

GROUP ONE TRADING, L.P.

Mar 31, 26

-1.91K

Universal- Beteiligungs- und Servicegesellschaft mbH

Mar 31, 26

-27.40K

Arizona State Retirement System

Mar 31, 26

-6.88K

Fortitude Family Office, LLC

Mar 31, 26

-64

VOLORIDGE INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-38.53K

CANADA PENSION PLAN INVESTMENT BOARD

Mar 31, 26

-8.30K

Massar Capital Management, LP

Mar 31, 26

-13.24K

Aster Capital Management (DIFC) Ltd

Mar 31, 26

-81

MANUFACTURERS LIFE INSURANCE COMPANY, THE

Mar 31, 26

-7.43K

AMALGAMATED BANK

Mar 31, 26

-773

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-150

CAXTON ASSOCIATES LLP

Mar 31, 26

-18.75K

D. E. Shaw & Co., Inc.

Mar 31, 26

-8.50K

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Mar 31, 26

-11.61K

Clearstead Advisors, LLC

Mar 31, 26

-3

DENALI ADVISORS LLC

Mar 31, 26

-85.11K

Integrated Quantitative Investments LLC

Mar 31, 26

-22.12K

Quarry LP

Mar 31, 26

-391

Verition Fund Management LLC

Mar 31, 26

-7.82K

PRINCIPAL FINANCIAL GROUP INC

Mar 31, 26

-101.14K

Point72 Asset Management, L.P.

Mar 31, 26

-34.95K

SJS Investment Consulting Inc.

Mar 31, 26

-12

ExodusPoint Capital Management, LP

Mar 31, 26

-16.78K

USA Financial Portformulas Corp

Mar 31, 26

-636

Harvest Investment Services, LLC

Mar 31, 26

-14.41K

VANGUARD GROUP INC

1.88M

Dec 31, 25

+234.30K

6.20%

Brandywine Global Investment Management, LLC

51.50K

Dec 31, 25

-2.00K

0.17%

TWO SIGMA ADVISERS, LP

17.10K

Dec 31, 25

-30.40K

0.06%

VIRGINIA RETIREMENT SYSTEMS ET AL

16.20K

Dec 31, 25

+16.20K

0.05%

Quest Partners LLC

7.52K

Dec 31, 25

+252

0.02%

CIBC Private Wealth Group, LLC

2.87K

Dec 31, 25

0.01%

Global Retirement Partners, LLC

203

Dec 31, 25

+199

0.00%

AXA Investment Managers S.A.

58.00K

Sep 30, 25

+58.00K

0.19%

Cubist Systematic Strategies, LLC

10.89K

Sep 30, 25

-59.95K

0.04%

Point72 Asia (Singapore) Pte. Ltd.

178

Sep 30, 25

-840

0.00%

Point72 (DIFC) Ltd

Sep 30, 25

-1.42K

Nebula Research & Development LLC

13.94K

Jun 30, 25

-6.76K

0.05%

Lindbrook Capital, LLC

Mar 31, 25

-8

0.00%

Nuveen Asset Management, LLC

107.27K

Dec 31, 24

-23.88K

0.35%

ClariVest Asset Management LLC

61.40K

Sep 30, 24

0.20%

RAYMOND JAMES & ASSOCIATES

12.15K

Sep 30, 24

+12.15K

0.04%

BlackRock Inc.

1.77M

Jun 30, 24

+1.14M

5.83%

PUTNAM INVESTMENTS LLC

482.52K

Dec 31, 23

+197.71K

1.59%

EA Series Trust

40.78K

Jun 30, 23

+40.78K

0.13%

FourThought Financial, LLC

32.78K

Sep 30, 22

+30.78K

0.11%

Jefferies Group LLC

Sep 30, 22

-51.76K

Fieldpoint Private Securities, LLC

Jun 30, 22

PARAMETRIC PORTFOLIO ASSOCIATES LLC

133.13K

Mar 31, 22

-99.23K

0.44%

FIRST QUADRANT LLC/CA

6.12K

Mar 31, 22

+6.12K

0.02%

Amalgamated Financial Corp.

3.23K

Mar 31, 22

+3.23K

0.01%

IndexIQ Advisors LLC

Mar 31, 22

-38.11K

Berman Capital Advisors, LLC

878

Sep 30, 21

+469

0.00%

Matarin Capital Management, LLC

46.11K

Dec 31, 20

-17.07K

0.15%

Aperio Group, LLC

Dec 31, 20

-42.64K

SIGNIA CAPITAL MANAGEMENT LLC

258.11K

Jun 30, 20

-12.47K

0.85%

Advisor Group, Inc.

188

Dec 31, 19

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

Dec 31, 19

0.00%

TEACHERS ADVISORS, LLC

150.84K

Mar 31, 19

+102.56K

0.50%

TIAA CREF INVESTMENT MANAGEMENT LLC

46.22K

Mar 31, 19

-606

0.15%

NEXT Financial Holdings

223

Mar 31, 19

+223

0.00%

PEAK6 Group LLC

1.32K

Jun 30, 18

+1.32K

0.00%

LUCUS ADVISORS LLC

Mar 31, 18

-19.87K

BlackRock Fund Advisors

875.91K

Dec 31, 16

+133.95K

2.89%

BlackRock Institutional Trust Company, N.A.

689.58K

Dec 31, 16

+67.71K

2.27%

BLACKROCK ADVISORS LLC

363.37K

Dec 31, 16

-9.55K

1.20%

BlackRock Investment Management, LLC

117.36K

Dec 31, 16

-635

0.39%

BlackRock Group LTD

10.60K

Dec 31, 16

+1.06K

0.03%

MSI Financial Services Inc

152

Dec 31, 16

-48

0.00%

Emerald Acquisition Ltd.

113.91K

Sep 30, 16

+50.81K

0.38%

ANALYTIC INVESTORS, LLC

49.55K

Sep 30, 16

-25.21K

0.16%

SOCIETE GENERALE

117.77K

Jun 30, 16

+117.77K

0.39%

RUSSELL FRANK CO/

118.43K

Mar 31, 16

-1.58K

0.39%

OFI Advisors LLC

Sep 30, 15

-1.24K

FolioMetrix LLC

14.40K

Jun 30, 15

+14.40K

0.05%

UBS AG

26.29K

Sep 30, 14

+26.06K

0.09%