How many institutions own WSO 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 WSO shares is 1027, representing 111.92% of the company's common stock.

Who are the major shareholders selling Watsco, Inc. stock?

BAILLIE GIFFORD & CO, in the last quarter, reduced its stake in WSO by -2.82% restricting it's holding to 917.49 thousand shares of worth nearly $309.15M. BASKIN FINANCIAL SERVICES INC. also lessened -0.88% of the WSO shares from its portfolio, reducing its holding to 70.56 thousand shares of worth $23.78M. VANGUARD GROUP INC also shunned WSO shares holding by -0.78% last quarter which brought its holding to 3.52 million shares worth $1.19B.

Investors who are buying WSO stock?

As per its latest 13F filing, MORGAN STANLEY increased its stake in WSO by 34.57% in the last quarter. The institutional holder raised its holding to 824.87 thousand shares having worth more than $277.94M. STATE STREET CORP also added 0.2% more shares of WSO to its portfolio, raising its holding to 1.24 million shares of worth $418.03M. CHARLES SCHWAB INVESTMENT MANAGEMENT INC also increased its WSO shares holding by 3.09% which brought its holding to 1.56 million shares worth $525.63M.

WSO's major insiders: who are they?

The insider with the most stakes in WSO is MANLEY PAUL F , director at the company. Additionally, WSO stock is highly held by director Darnell David C. and director Dickins Denise among others.

Did an insider recently sell WSO stock?

Company executives, directors, and other insiders own 0.4% percent of Watsco, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which WSO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include ALVAREZ CESAR L, LOGAN BARRY S, and SAPE GEORGE.

Which insider recently purchased WSO stock?

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

How much of WSO does insiders own?

Around 0 Watsco, Inc. shares are held by insiders, which represents about 0.4% of WSO stock.

Who is the insider with the largest stake?

WSO director, MANLEY PAUL F holds the largest portfolio of the company's shares. WSO shares owned by MANLEY total nearly 6.25 thousand.

Which institution holds the most shares in WSO?

MORGAN STANLEY is the largest institutional owner in WSO which holds 824.87 thousand shares worth $277.94M or 2.17% of the total WSO shares outstanding followed by BAILLIE GIFFORD & CO with ownership of 917.49 thousand shares representing 2.42% of the WSO ownership. STATE STREET CORP is the third largest stakeholder with 1.24 million shares or 3.27% of the ownership worth more than $418.03M.

Is Watsco, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the WSO is concerned, it is a stock which is optionable.

Is there a short position on WSO's shares?

Number of WSO shares short is 2.47M. 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 WSO shares are there?

As of today, 34.90M shares of WSO are outstanding.

Is there many float in WSO 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, WSO has 32.90M shares in float.

WSO 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 WSO is 6.78.

Watsco (WSO) 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 Shares6.1

Short Percent Of Float9.05

Shares Outstanding34.90M

Shares Float32.90M

Shares Short2.47M

Short Ratio6.78

9.05%

Short % of Float

6.1%

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

0.4% Percentage of Shares held by All Insiders

111.92% Percentage of Shares held by All Institutions

112.37% Percentage of Float held by Institutions

1027

Number of Institutions Holding Shares

Institutional Ownership

About 111.92% of WSO shares are held by financial institutions. MORGAN STANLEY is the top corporate investor, holding 824.87K shares valued at $277.94M. A 2.17% stake in Watsco, Inc. is owned by the company. BAILLIE GIFFORD & CO owns 917.49K shares valued at $309.15M, which translates its holding of 2.42% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	MORGAN STANLEY	2.17%	824.87K	277.94M	211.92K	+34.57%
Dec 31, 2025	BAILLIE GIFFORD & CO	2.42%	917.49K	309.15M	-26.59K	-2.82%
Dec 31, 2025	STATE STREET CORP	3.27%	1.24M	418.03M	2.52K	+0.20%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.11%	1.56M	525.63M	46.8K	+3.09%
Dec 31, 2025	BASKIN FINANCIAL SERVICES INC.	0.19%	70.56K	23.78M	-627	-0.88%
Dec 31, 2025	HRT FINANCIAL LP	0.19%	70.74K	23.84M	60.7K	+604.34%
Dec 31, 2025	ALPS ADVISORS INC	0.19%	70.77K	23.85M	70.77K	+100.00%
Dec 31, 2025	VANGUARD GROUP INC	9.29%	3.52M	1.19B	-27.55K	-0.78%
Dec 31, 2025	BLACKROCK, INC.	9.72%	3.69M	1.24B	-57.21K	-1.53%
Dec 31, 2025	CAPITAL INTERNATIONAL INVESTORS	12.24%	4.64M	1.56B	2.36M	+103.11%
Dec 31, 2025	SWISS NATIONAL BANK	0.25%	95.64K	32.23M	-5K	-4.97%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.26%	100.45K	33.85M	-8.24K	-7.58%
Dec 31, 2025	RHUMBLINE ADVISERS	0.27%	103.36K	34.83B	324	+0.31%
Dec 31, 2025	DONALDSON CAPITAL MANAGEMENT, LLC	0.29%	109.93K	37.04M	-14.86K	-11.91%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.27%	103.5K	34.88M	-9.32K	-8.26%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.29%	109.61K	36.93M	4.07K	+3.86%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.38%	145.13K	48.92M	-1.4K	-0.96%
Dec 31, 2025	JPMORGAN CHASE & CO	0.57%	214.8K	72.38M	-100.82K	-31.94%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.58%	218.59K	73.65M	-58.16K	-21.02%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.59%	225.25K	75.91M	-2.07K	-0.91%
Dec 31, 2025	BROWN BROTHERS HARRIMAN & CO	0.61%	230.99K	77.83M	31.26K	+15.65%
Dec 31, 2025	CALEDONIA INVESTMENTS PLC	0.61%	232.93K	78.49M	13.5K	+6.15%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.62%	234.58K	79.04M	174.88K	+292.93%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.67%	254.2K	85.65M	-51.89K	-16.95%
Dec 31, 2025	BAHL & GAYNOR INC	0.69%	260.79K	87.87M	2.5K	+0.97%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.38%	145.41K	49M	-10.65K	-6.82%
Dec 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.71%	1.41M	474.05M	-139.52K	-9.02%
Dec 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.29%	110.22K	37.14M	-992	-0.89%
Dec 31, 2025	AEGON ASSET MANAGEMENT UK PLC	0.3%	114K	38.44M	-7.19K	-5.93%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.8%	304.76K	102.69M	-32.82K	-9.72%
Dec 31, 2025	HAMLIN CAPITAL MANAGEMENT, LLC	0.9%	340.32K	114.67M	-65.16K	-16.07%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	1.01%	382.85K	129M	-99.26K	-20.59%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.04%	393.87K	132.71M	-15.7K	-3.83%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.05%	396.51K	133.61M	6.03K	+1.55%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	1.07%	404.8K	136.4M	231.73K	+133.88%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.12%	426.36K	143.66M	-26.26K	-5.80%
Dec 31, 2025	CAPITAL WORLD INVESTORS	1.14%	434.02K	146.24M	-200K	-31.54%
Dec 31, 2025	DAVENPORT & CO LLC	1.24%	470.18K	159.29M	113.33K	+31.76%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	1.78%	675.44K	227.59M	-124.52K	-15.57%
Dec 31, 2025	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.3%	112.6K	37.94M	106.88K	+1,869.24%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.21%	77.76K	26.2M	-3.04K	-3.77%
Dec 31, 2025	WILKINSON GLOBAL ASSET MANAGEMENT LLC	0.21%	78.93K	26.59M	-2.76K	-3.38%
Dec 31, 2025	HOWLAND CAPITAL MANAGEMENT LLC	0.22%	83.86K	28.26M	-7.25K	-7.96%
Dec 31, 2025	ANCHOR CAPITAL ADVISORS LLC	0.23%	85.39K	28.77M	6.43K	+8.14%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	88.8K	29.92M	52.6K	+145.30%
Dec 31, 2025	DEARBORN PARTNERS LLC	0.25%	94.73K	31.92M	-3.2K	-3.27%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.8%	305.28K	102.86M	167.08K	+120.90%
Dec 31, 2025	NORGES BANK	0.87%	328.99K	110.85M	328.99K	+100.00%
Dec 31, 2025	CONESTOGA CAPITAL ADVISORS, LLC	0.3%	115.57K	38.94M	21.12K	+22.36%
Dec 31, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.31%	116.99K	39.42M	-15.7K	-11.83%
Dec 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.32%	120.5K	40.6M	56.9K	+89.46%
Dec 31, 2025	CITIGROUP INC	0.33%	125.1K	42.15M	95.56K	+323.52%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.34%	128.58K	43.32M	-466	-0.36%
Dec 31, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.36%	135.13K	45.53M	103.59K	+328.42%
Dec 31, 2025	ROYAL BANK OF CANADA	0.36%	137.66K	46.38M	-91.16K	-39.84%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.39%	149.01K	50.21M	-37.97K	-20.31%
Dec 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.4%	152.45K	51.37M	36.1K	+31.03%
Dec 31, 2025	VANTAGE INVESTMENT PARTNERS, LLC	0.44%	166.17K	55.99M	68.44K	+70.03%
Dec 31, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.44%	167.19K	56.33M	47.19K	+39.32%
Dec 31, 2025	UBS GROUP AG	0.49%	186.88K	62.97M	72.98K	+64.07%
Dec 31, 2025	WELCH & FORBES LLC	0.56%	210.72K	71M	-2.51K	-1.18%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.56%	213.6K	71.97M	62.99K	+41.82%
Dec 31, 2025	NORTHERN TRUST CORP	0.84%	319.16K	107.54M	-9.63K	-2.93%
Dec 31, 2025	FMR LLC	5.19%	1.97M	662.75M	-1.03M	-34.48%
Dec 31, 2025	MARKEL GROUP INC.	1.52%	577.67K	194.65M	12.5K	+2.21%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.68%	638.01K	214.37M	5.18K	+0.82%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.4%	150.61K	60.89M	-22.45K	-12.97%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.41%	156.05K	63.09M	6.02K	+4.01%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.89%	337.59K	136.49M	-7.31K	-2.12%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.46%	173.08K	69.98M	171.65K	+12,054.35%
Sep 30, 2025	DAVENPORT & CO LLC	0.94%	356.84K	143.75M	36.01K	+11.22%
Sep 30, 2025	HOLOCENE ADVISORS, LP	0.26%	99.39K	40.18M	42.9K	+75.95%
Sep 30, 2025	SWISS NATIONAL BANK	0.27%	100.64K	40.69M	-4.8K	-4.55%
Sep 30, 2025	RHUMBLINE ADVISERS	0.27%	103.04K	41.66M	-3.57K	-3.35%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.28%	104.35K	42.19M	-2.68K	-2.51%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.28%	105.54K	42.67M	-2.17K	-2.01%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.34%	129.04K	52.17M	-31.35K	-19.54%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.36%	138.2K	55.87M	89.5K	+183.78%
Sep 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.29%	111.21K	44.96M	-1.57K	-1.39%
Sep 30, 2025	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.35%	132.7K	53.65M	-16.68K	-11.17%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.39%	146.53K	59.27M	18.09K	+14.09%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.49%	186.98K	75.59M	-27.19K	-12.70%
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.53%	199.74K	80.75M	45.22K	+29.26%
Sep 30, 2025	WELCH & FORBES LLC	0.56%	213.23K	86.21M	1.04K	+0.49%
Sep 30, 2025	CALEDONIA INVESTMENTS PLC	0.58%	219.43K	88.71M	25K	+12.86%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.73%	276.75K	111.89M	14.01K	+5.33%
Sep 30, 2025	NORTHERN TRUST CORP	0.87%	328.8K	132.93M	3.92K	+1.21%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	1.03%	390.48K	157.87M	1.38K	+0.35%
Sep 30, 2025	HAMLIN CAPITAL MANAGEMENT, LLC	1.07%	405.48K	163.94M	47.64K	+13.31%
Sep 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.29%	110.16K	44.54M	2.01K	+1.85%
Sep 30, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.32%	120K	48.52M	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.2%	452.61K	182.99M	-11.26K	-2.43%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	1.27%	482.11K	194.92M	-42.67K	-8.13%
Sep 30, 2025	MARKEL GROUP INC.	1.49%	565.17K	228.5M	0	0
Sep 30, 2025	MORGAN STANLEY	1.62%	612.94K	247.81M	22.78K	+3.86%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.67%	632.84K	255.1M	3.58K	+0.57%
Sep 30, 2025	CAPITAL WORLD INVESTORS	1.67%	634.02K	256.33M	0	0
Sep 30, 2025	BLAIR WILLIAM & CO/IL	2.11%	799.96K	323.42M	-6.7K	-0.83%
Sep 30, 2025	BAILLIE GIFFORD & CO	2.49%	944.09K	381.69M	-32.26K	-3.30%
Sep 30, 2025	STATE STREET CORP	3.27%	1.24M	500.57M	16.6K	+1.36%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4%	1.51M	611.54M	27.17K	+1.83%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4.08%	1.55M	625.21M	13.7K	+0.89%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	6.04%	2.29M	924.19M	2.01M	+741.45%
Sep 30, 2025	FMR LLC	7.93%	3M	1.21B	-111.13K	-3.57%
Sep 30, 2025	VANGUARD GROUP INC	9.38%	3.55M	1.44B	-21.12K	-0.59%
Sep 30, 2025	BLACKROCK, INC.	9.88%	3.74M	1.51B	-29.83K	-0.79%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.08%	409.57K	165.59M	34.8K	+9.29%
Sep 30, 2025	FENIMORE ASSET MANAGEMENT INC	0.19%	70.7K	28.58M	726	+1.04%
Sep 30, 2025	BASKIN FINANCIAL SERVICES INC.	0.19%	71.19K	28.78M	1.85K	+2.66%
Sep 30, 2025	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.19%	71.92K	29.08M	-2.94K	-3.92%
Sep 30, 2025	INVESCO LTD.	0.19%	73.47K	29.71M	4.24K	+6.12%
Sep 30, 2025	ANCHOR CAPITAL ADVISORS LLC	0.21%	78.97K	31.93M	-161	-0.20%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.21%	80.81K	32.67M	-1.71K	-2.07%
Sep 30, 2025	WILKINSON GLOBAL ASSET MANAGEMENT LLC	0.22%	81.68K	33.02M	208	+0.26%
Sep 30, 2025	SWEDBANK AB	0.22%	84.39K	34.12M	5.81K	+7.39%
Sep 30, 2025	RIVERBRIDGE PARTNERS LLC	0.23%	86.35K	34.91M	-6.25K	-6.75%
Sep 30, 2025	HOWLAND CAPITAL MANAGEMENT LLC	0.24%	91.11K	36.84M	-19.32K	-17.49%
Sep 30, 2025	CONESTOGA CAPITAL ADVISORS, LLC	0.25%	94.45K	38.19M	-11.24K	-10.64%
Sep 30, 2025	VANTAGE INVESTMENT PARTNERS, LLC	0.26%	97.73K	39.51M	70.39K	+257.51%
Sep 30, 2025	DEARBORN PARTNERS LLC	0.26%	97.94K	39.6M	11.88K	+13.80%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.28%	106.08K	42.89M	15.62K	+17.26%
Sep 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.35%	132.68K	53.64M	-2.35K	-1.74%
Sep 30, 2025	CITADEL ADVISORS LLC	0.28%	107.2K	43.34M	-105.25K	-49.54%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.29%	108.69K	43.94M	-201	-0.18%
Sep 30, 2025	UBS GROUP AG	0.3%	113.9K	46.05M	24.34K	+27.17%
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.31%	116.34K	47.04M	-10.45K	-8.24%
Sep 30, 2025	AEGON ASSET MANAGEMENT UK PLC	0.32%	121.19K	48.87M	4.97K	+4.27%
Sep 30, 2025	DONALDSON CAPITAL MANAGEMENT, LLC	0.33%	124.79K	50.45M	40.33K	+47.74%
Sep 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.36%	137.44K	54.99M	63.25K	+85.24%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.3%	112.82K	45.62M	10.58K	+10.35%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.6%	227.31K	91.89M	-8.42K	-3.57%
Sep 30, 2025	ROYAL BANK OF CANADA	0.6%	228.81K	92.51M	-19.28K	-7.77%
Sep 30, 2025	BAHL & GAYNOR INC	0.68%	258.29K	104.42M	-19.75K	-7.10%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.81%	306.09K	123.75M	-9.26K	-2.94%
Sep 30, 2025	JPMORGAN CHASE & CO	0.83%	315.63K	127.61M	-27.77K	-8.09%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.66%	629.26K	277.04M	-132.24K	-17.37%
Jun 30, 2025	PREMIER FUND MANAGERS LTD	0.27%	100.37K	43.82M	334	+0.33%
Jun 30, 2025	HANDELSBANKEN FONDER AB	0.25%	94.06K	41.54M	-29.4K	-23.81%
Jun 30, 2025	RIVERBRIDGE PARTNERS LLC	0.24%	92.6K	40.9M	-10.92K	-10.55%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.24%	90.47K	39.95B	80.28K	+787.79%
Jun 30, 2025	DEARBORN PARTNERS LLC	0.23%	86.06K	38M	8.45K	+10.89%
Jun 30, 2025	DONALDSON CAPITAL MANAGEMENT, LLC	0.22%	84.46K	37.3M	82.97K	+5,564.86%
Jun 30, 2025	WILKINSON GLOBAL ASSET MANAGEMENT LLC	0.22%	81.48K	35.98M	-5.69K	-6.53%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.21%	80.49K	35.55M	-6.42K	-7.38%
Jun 30, 2025	ANCHOR CAPITAL ADVISORS LLC	0.21%	79.13K	34.94M	-2.58K	-3.16%
Jun 30, 2025	SWEDBANK AB	0.21%	78.59K	34.7M	2.85K	+3.77%
Jun 30, 2025	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.2%	74.86K	33.06M	11.78K	+18.68%
Jun 30, 2025	GENEVA CAPITAL MANAGEMENT LLC	0.2%	74.32K	32.82M	8.26K	+12.51%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.2%	74.2K	32.8M	8.75K	+13.37%
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.19%	72.89K	32.19M	-3.25K	-4.26%
Jun 30, 2025	FENIMORE ASSET MANAGEMENT INC	0.18%	69.98K	30.9M	11.57K	+19.81%
Jun 30, 2025	BASKIN FINANCIAL SERVICES INC.	0.18%	69.34K	30.62M	1.8K	+2.67%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.18%	68.23K	30.13M	7	+0.01%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.18%	67.77K	30.88M	7.2K	+11.88%
Jun 30, 2025		0.17%	66.18K	29.23M	-14.91K	-18.38%
Jun 30, 2025	CAPITAL ADVISORS INC/OK	0.16%	60.55K	26.74M	637	+1.06%
Jun 30, 2025	TWINBEECH CAPITAL LP	0.15%	57.32K	25.31M	57.32K	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.91%	343.39K	151.65M	-153.04K	-30.83%
Jun 30, 2025	NORTHERN TRUST CORP	0.86%	324.87K	143.47M	-10.71K	-3.19%
Jun 30, 2025	DAVENPORT & CO LLC	0.85%	320.83K	141.17M	-3.96K	-1.22%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.83%	315.35K	139.26M	-12.96K	-3.95%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.62%	235.74K	104.1M	12.38K	+5.54%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.4%	150.03K	66.23M	6.53K	+4.55%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	1.03%	389.1K	171.84M	1.23K	+0.32%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.99%	374.77K	165.5M	-1.04K	-0.28%
Jun 30, 2025	HAMLIN CAPITAL MANAGEMENT, LLC	0.94%	357.84K	158.03M	6.57K	+1.87%
Jun 30, 2025	BAHL & GAYNOR INC	0.73%	278.04K	122.79M	-12.29K	-4.23%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.72%	271.66K	119.97M	271.66K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.46%	173.06K	76.43M	-13.52K	-7.25%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.42%	160.39K	70.83M	15.33K	+10.57%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.41%	154.52K	68.24M	8.33K	+5.69%
Jun 30, 2025	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.39%	149.38K	65.97M	2.98K	+2.03%
Jun 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.36%	135.03K	59.63M	4.54K	+3.48%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.34%	128.44K	56.72M	2.33K	+1.85%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.33%	126.8K	56M	19.51K	+18.18%
Jun 30, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.32%	120K	52.99M	54K	+81.82%
Jun 30, 2025	AEGON ASSET MANAGEMENT UK PLC	0.31%	116.23K	51.13M	3.66K	+3.25%
Jun 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.3%	112.78K	49.81M	-1.93K	-1.69%
Jun 30, 2025	RHUMBLINE ADVISERS	0.28%	106.61K	47.08M	765	+0.72%
Jun 30, 2025	CONESTOGA CAPITAL ADVISORS, LLC	0.28%	105.69K	46.68M	500	+0.48%
Jun 30, 2025	SWISS NATIONAL BANK	0.28%	105.44K	46.57M	7.2K	+7.33%
Jun 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.29%	108.15K	47.76M	-45.1K	-29.43%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.28%	107.7K	47.56M	-223	-0.21%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.28%	107.03K	47.27M	-8.28K	-7.18%
Jun 30, 2025	BLACKROCK, INC.	9.96%	3.77M	1.67B	48.97K	+1.32%
Jun 30, 2025	VANGUARD GROUP INC	9.43%	3.57M	1.58B	3.32K	+0.09%
Jun 30, 2025	FMR LLC	8.22%	3.11M	1.37B	-294.82K	-8.65%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4.05%	1.53M	676.87M	-24.91K	-1.60%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.92%	1.49M	656.04M	31.48K	+2.16%
Jun 30, 2025	STATE STREET CORP	3.23%	1.22M	539.45M	-16.56K	-1.34%
Jun 30, 2025	BAILLIE GIFFORD & CO	2.58%	976.34K	431.17M	-42.76K	-4.20%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	2.13%	806.66K	356.24M	-8.06K	-0.99%
Jun 30, 2025	CAPITAL WORLD INVESTORS	1.67%	634.02K	280M	0	0
Jun 30, 2025	MORGAN STANLEY	1.56%	590.16K	260.63B	-78.6K	-11.75%
Jun 30, 2025	MARKEL GROUP INC.	1.49%	565.17K	249.59M	-25.33K	-4.29%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	1.39%	524.78K	231.75M	-34.8K	-6.22%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.22%	463.87K	204.86M	5.61K	+1.22%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.91%	344.9K	152.31B	-123.98K	-26.44%
Jun 30, 2025	CITADEL ADVISORS LLC	0.56%	212.45K	93.82B	-78.63K	-27.01%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.69%	262.74K	116.03M	-5.55K	-2.07%
Jun 30, 2025	ROYAL BANK OF CANADA	0.66%	248.09K	109.56M	18.5K	+8.06%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.57%	214.17K	94.58M	-116.01K	-35.14%
Jun 30, 2025	WELCH & FORBES LLC	0.56%	212.19K	93.71M	-67	-0.03%
Jun 30, 2025	LORD, ABBETT & CO. LLC	0.52%	198.5K	87.66M	-41.58K	-17.32%
Jun 30, 2025	BARCLAYS PLC	0.52%	195.12K	86.17M	-31.09K	-13.74%
Jun 30, 2025	CALEDONIA INVESTMENTS PLC	0.51%	194.43K	85.81M	0	0
Jun 30, 2025	NORGES BANK	0.51%	192.08K	84.83M	192.08K	+100.00%
Jun 30, 2025	HOWLAND CAPITAL MANAGEMENT LLC	0.29%	110.43K	48.77M	-4.4K	-3.83%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.29%	108.89K	48.09M	1.12K	+1.04%
Mar 31, 2025	BAHL & GAYNOR INC	0.77%	290.33K	147.57M	38.8K	+15.42%
Mar 31, 2025	CITADEL ADVISORS LLC	0.77%	291.08K	147.96M	129.43K	+80.07%
Mar 31, 2025	BROWN BROTHERS HARRIMAN & CO	0.39%	146.2K	74.31M	13.8K	+10.43%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.43%	163.01K	82.86M	118.26K	+264.32%
Mar 31, 2025	JPMORGAN CHASE & CO	1.32%	496.43K	252.33M	18.96K	+3.97%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	1.48%	559.57K	284.43M	-36.41K	-6.11%
Mar 31, 2025	MARKEL GROUP INC.	1.56%	590.5K	300.15M	0	0
Mar 31, 2025	CAPITAL WORLD INVESTORS	1.68%	634.02K	322.27M	-5K	-0.78%
Mar 31, 2025	FMR LLC	9.03%	3.41M	1.73B	-63.43K	-1.83%
Mar 31, 2025	VANGUARD GROUP INC	9.45%	3.57M	1.81B	-49.25K	-1.36%
Mar 31, 2025	BLACKROCK, INC.	9.86%	3.72M	1.89B	-12.39K	-0.33%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1%	375.8K	191.02M	4.08K	+1.10%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.29%	107.93K	54.86M	-2.6K	-2.35%
Mar 31, 2025	DAVENPORT & CO LLC	0.86%	324.8K	164.45M	-2.93K	-0.89%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.87%	328.3K	166.88M	-13.77K	-4.03%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.87%	330.18K	167.83M	-23.67K	-6.69%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.38%	143.51K	72.95M	-14.31K	-9.07%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.38%	145.06K	73.73M	14.68K	+11.26%
Mar 31, 2025	NORTHERN TRUST CORP	0.89%	335.58K	170.58M	2.24K	+0.67%
Mar 31, 2025	STATE STREET CORP	3.28%	1.24M	629.32M	16.34K	+1.34%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.85%	1.45M	739.09M	82.98K	+6.05%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4.13%	1.56M	791.73M	7.76K	+0.50%
Mar 31, 2025	UBS GROUP AG	0.37%	138.42K	70.36M	149	+0.11%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.33%	126.11K	64.1M	17.34K	+15.94%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.03%	387.87K	197.15M	335.5K	+640.61%
Mar 31, 2025	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.39%	146.41K	74.42M	1.97K	+1.36%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.02%	761.5K	386.38M	36.32K	+5.01%
Mar 31, 2025	MORGAN STANLEY	1.77%	668.76K	339.93M	59.09K	+9.69%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.24%	468.88K	238.33M	180.95K	+62.85%
Mar 31, 2025	BAILLIE GIFFORD & CO	2.7%	1.02M	518.01M	-78.98K	-7.19%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	2.16%	814.71K	414.12M	43.78K	+5.68%
Mar 31, 2025	HAMLIN CAPITAL MANAGEMENT, LLC	0.93%	351.27K	178.55M	6.25K	+1.81%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.21%	458.27K	232.94M	-8.45K	-1.81%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.71%	268.28K	136.37M	8.18K	+3.14%
Mar 31, 2025	WELCH & FORBES LLC	0.56%	212.26K	107.89M	-2.02K	-0.94%
Mar 31, 2025	CALEDONIA INVESTMENTS PLC	0.52%	194.43K	98.91M	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.49%	186.59K	94.84M	44.89K	+31.68%
Mar 31, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.35%	130.49K	66.33M	3.62K	+2.85%
Mar 31, 2025	LORD, ABBETT & CO. LLC	0.64%	240.09K	122.04M	19.5K	+8.84%
Mar 31, 2025	ROYAL BANK OF CANADA	0.61%	229.6K	116.71M	1.48K	+0.65%
Mar 31, 2025	BARCLAYS PLC	0.6%	226.21K	114.99M	-11.43K	-4.81%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.59%	223.36K	113.51M	4.37K	+2.00%
Mar 31, 2025	HANDELSBANKEN FONDER AB	0.33%	123.46K	62.75M	1K	+0.82%
Mar 31, 2025	AEGON ASSET MANAGEMENT UK PLC	0.3%	112.57K	57.02M	-26.59K	-19.11%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.31%	115.31K	58.61M	-6.88K	-5.63%
Mar 31, 2025	HOWLAND CAPITAL MANAGEMENT LLC	0.3%	114.82K	58.37M	-4.07K	-3.42%
Mar 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.3%	114.71K	58.31M	526	+0.46%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.29%	107.77K	54.78M	-158	-0.15%
Mar 31, 2025	INVESCO LTD.	0.29%	109.73K	55.78M	-78.75K	-41.78%
Mar 31, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.41%	153.26K	77.9M	-109.18K	-41.60%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.45%	167.33K	72.28M	-5.41K	-3.13%
Mar 31, 2024	HANDELSBANKEN FONDER AB	0.46%	168.46K	72.77M	22K	+15.02%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.49%	177.5K	76.68M	-76.16K	-30.02%
Mar 31, 2024	JENNISON ASSOCIATES LLC	0.5%	185.63K	80.19M	62.59K	+50.87%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.51%	187.61K	81.04M	53.65K	+40.05%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.53%	191.97K	82.92M	-30.17K	-13.58%
Mar 31, 2024	SWEDBANK AB	0.57%	210K	90.71M	210K	+100.00%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.58%	212.75K	91.9M	-98.04K	-31.55%
Mar 31, 2024	WELCH & FORBES LLC	0.6%	219.9K	94.99M	6.21K	+2.91%
Mar 31, 2024	CALEDONIA INVESTMENTS PLC	0.61%	225.43K	97.25M	-8.66K	-3.70%
Mar 31, 2024	ROYAL BANK OF CANADA	0.67%	242.68K	104.83M	11.54K	+4.99%
Mar 31, 2024	NORTHERN TRUST CORP	0.67%	244.62K	105.67M	-42.28K	-14.74%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.76%	277.82K	120.01M	-4.84K	-1.71%
Mar 31, 2024	MORGAN STANLEY	0.79%	286.22K	123.64M	-93.21K	-24.57%
Mar 31, 2024	JPMORGAN CHASE & CO	1.25%	454.1K	196.16M	44.35K	+10.82%
Mar 31, 2024	INVESCO LTD.	1.31%	476.35K	205.77M	104.71K	+28.18%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.43%	521.51K	225.28M	-14.45K	-2.70%
Mar 31, 2024	MARKEL GROUP INC.	1.54%	566.25K	244.6M	9.5K	+1.71%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.65%	601.23K	259.32M	-21.57K	-3.46%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	1.67%	614.07K	265.26M	-24.01K	-3.76%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	1.77%	645.13K	278.68M	9.17K	+1.44%
Mar 31, 2024	CAPITAL WORLD INVESTORS	2%	739.02K	319.23M	-169.28K	-18.64%
Mar 31, 2024	MOTLEY FOOL ASSET MANAGEMENT LLC	0.88%	320.01K	138.23M	231.99K	+263.56%
Mar 31, 2024	HAMLIN CAPITAL MANAGEMENT, LLC	0.8%	295.35K	127.58M	-482	-0.16%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	2.18%	792.01K	342.12M	16.49K	+2.13%
Mar 31, 2024	STATE STREET CORP	3.21%	1.17M	504.96M	-5.69K	-0.48%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.41%	1.24M	522.35M	51.66K	+4.34%
Mar 31, 2024	BAILLIE GIFFORD & CO	3.95%	1.46M	629.97M	-17.95K	-1.22%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4.57%	1.69M	728.11M	29.61K	+1.79%
Mar 31, 2024	FMR LLC	8.37%	3.05M	1.32B	1.62M	+113.38%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.28%	101.09K	43.67M	33.61K	+49.80%
Mar 31, 2024	SWISS NATIONAL BANK	0.28%	101.44K	43.82M	-3.5K	-3.34%
Mar 31, 2024	DEARBORN PARTNERS LLC	0.28%	102.25K	44.17M	-34.3K	-25.12%
Mar 31, 2024	CAPITAL ADVISORS INC/OK	0.28%	102.9K	44.45M	17.62K	+20.66%
Mar 31, 2024	KING LUTHER CAPITAL MANAGEMENT CORP	0.28%	103.21K	44.58M	5.87K	+6.03%
Mar 31, 2024	RHUMBLINE ADVISERS	0.29%	105.29K	45.48M	-4.62K	-4.21%
Mar 31, 2024	PREMIER FUND MANAGERS LTD	0.3%	110K	47.72M	-2K	-1.79%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.33%	119.66K	51.69M	404	+0.34%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.34%	123.5K	53.35M	-5.62K	-4.35%
Mar 31, 2024		0.57%	210K	90.71M	210K	+100.00%
Mar 31, 2024	MITSUBISHI UFJ TRUST & BANKING CORP	1.05%	388.4K	168.42M	-56.93K	-12.78%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.06%	386.71K	167.05M	-32.01K	-7.64%
Mar 31, 2024	VANGUARD GROUP INC	9.37%	3.41M	1.47B	146.31K	+4.48%
Mar 31, 2024	BLACKROCK INC.	10.07%	3.66M	1.58B	-387.34K	-9.56%
Mar 31, 2024	GW&K INVESTMENT MANAGEMENT, LLC	0.37%	137.81K	59.53M	-1.5K	-1.08%
Mar 31, 2024	BAHL & GAYNOR INC	0.63%	230.64K	99.63M	-17.83K	-7.17%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.65%	234.9K	101.47M	-20.16K	-7.90%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.91%	335.61K	144.97M	-4.41K	-1.30%
Mar 31, 2024	BOSTON FINANCIAL MANGEMENT LLC	0.95%	349.53K	150.99M	1.59K	+0.46%
Mar 31, 2024	BARCLAYS PLC	0.98%	356.78K	154.12M	-43.51K	-10.87%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.01%	366.74K	158.42M	6.44K	+1.79%
Mar 31, 2024	DAVENPORT & CO LLC	1.03%	380.19K	164.46M	-2.18K	-0.57%
Mar 31, 2024	ANCHOR CAPITAL ADVISORS LLC	0.35%	127.79K	55.2M	-37.38K	-22.63%
Mar 31, 2024	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.36%	131.98K	57.01M	6.19K	+4.92%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.36%	131.15K	56.65M	443	+0.34%
Mar 31, 2024	NORDEA INVESTMENT MANAGEMENT AB	0.37%	135.62K	59.02M	24.7K	+22.26%
Mar 31, 2024	HOWLAND CAPITAL MANAGEMENT LLC	0.37%	135.73K	58.63M	-5.51K	-3.90%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.38%	137.3K	59.31M	-6.44K	-4.48%
Mar 31, 2024	RIVERBRIDGE PARTNERS LLC	0.38%	140.6K	60.73M	-2.24K	-1.57%
Mar 31, 2024	AEGON ASSET MANAGEMENT UK PLC	0.43%	156.76K	67.64M	5.47K	+3.62%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.45%	166.92K	72.1M	967	+0.58%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.79%	310.79K	133.16M	5.95K	+1.95%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.34%	133.96K	57.4M	63.56K	+90.27%
Dec 31, 2023	DEARBORN PARTNERS LLC	0.35%	136.55K	58.51M	-38.15K	-21.84%
Dec 31, 2023	GW&K INVESTMENT MANAGEMENT, LLC	0.35%	139.31K	59.69M	-3.3K	-2.31%
Dec 31, 2023	HOWLAND CAPITAL MANAGEMENT LLC	0.36%	141.25K	60.52M	-1	0.00%
Dec 31, 2023	RIVERBRIDGE PARTNERS LLC	0.36%	142.84K	61.2M	-1.2K	-0.83%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.37%	143.74K	61.59M	783	+0.55%
Dec 31, 2023	HANDELSBANKEN FONDER AB	0.37%	146.46K	62.75M	30K	+25.76%
Dec 31, 2023	BOSTON FINANCIAL MANGEMENT LLC	0.88%	347.95K	149.08M	-5.8K	-1.64%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.92%	360.3K	154.38M	-52.16K	-12.65%
Dec 31, 2023	INVESCO LTD.	0.94%	371.64K	159.24M	71.58K	+23.86%
Dec 31, 2023	MORGAN STANLEY	0.96%	379.43K	162.57M	128.17K	+51.01%
Dec 31, 2023	WESTFIELD CAPITAL MANAGEMENT CO LP	0.46%	181.06K	77.58M	4.53K	+2.56%
Dec 31, 2023	WELCH & FORBES LLC	0.54%	213.69K	91.56M	1.29K	+0.61%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.56%	222.14K	95.18M	-8.01K	-3.48%
Dec 31, 2023	ROYAL BANK OF CANADA	0.59%	231.13K	99.03M	104.6K	+82.67%
Dec 31, 2023	CALEDONIA INVESTMENTS PLC	0.59%	234.08K	100.45M	-5K	-2.09%
Dec 31, 2023	NORGES BANK	0.61%	240.29K	102.96M	240.29K	+100.00%
Dec 31, 2023	BAHL & GAYNOR INC	0.63%	248.47K	106.46M	-9.24K	-3.59%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.64%	253.66K	108.68M	62.05K	+32.38%
Dec 31, 2023	DAVENPORT & CO LLC	0.97%	382.37K	163.85M	-61.42K	-13.84%
Dec 31, 2023	BARCLAYS PLC	1.02%	400.29K	171.51M	49.1K	+13.98%
Dec 31, 2023	JPMORGAN CHASE & CO	1.04%	409.75K	175.57M	297.33K	+264.47%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.06%	418.72K	179.41M	-134.66K	-24.33%
Dec 31, 2023	MITSUBISHI UFJ TRUST & BANKING CORP	1.13%	445.32K	191.18M	-54.28K	-10.86%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.36%	535.96K	229.64M	-7.99K	-1.47%
Dec 31, 2023	MARKEL GROUP INC.	1.42%	556.75K	238.55M	11K	+2.02%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.58%	622.8K	266.48M	22.73K	+3.79%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	1.62%	635.96K	272.49M	635.96K	+100.00%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	1.62%	638.08K	273.4M	-7.95K	-1.23%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	1.97%	775.52K	332.29M	5.05K	+0.66%
Dec 31, 2023	CAPITAL WORLD INVESTORS	2.31%	908.3K	389.18M	0	0
Dec 31, 2023	STATE STREET CORP	2.99%	1.17M	503.31M	75.29K	+6.85%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.03%	1.19M	490.23M	-119.83K	-9.15%
Dec 31, 2023	FMR LLC	3.63%	1.43M	612.08M	16.86K	+1.19%
Dec 31, 2023	BAILLIE GIFFORD & CO	3.75%	1.48M	632.56M	-404.78K	-21.52%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4.21%	1.66M	709.52M	4	0.00%
Dec 31, 2023	VANGUARD GROUP INC	8.3%	3.27M	1.4B	55.12K	+1.72%
Dec 31, 2023	BLACKROCK INC.	10.3%	4.05M	1.74B	-66.71K	-1.62%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.65%	255.06K	109.29M	28.05K	+12.35%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.72%	282.66K	121.11M	-10.17K	-3.47%
Dec 31, 2023	NORTHERN TRUST CORP	0.73%	286.9K	122.93M	-21.97K	-7.11%
Dec 31, 2023	HAMLIN CAPITAL MANAGEMENT, LLC	0.75%	295.83K	126.76M	16.01K	+5.72%
Dec 31, 2023	AEGON ASSET MANAGEMENT UK PLC	0.38%	151.29K	64.91M	151.29K	+100.00%
Dec 31, 2023	ANCHOR CAPITAL ADVISORS LLC	0.42%	165.18K	70.77M	-10.58K	-6.02%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.42%	165.95K	71.1M	568	+0.34%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.42%	166K	71.13M	-282.36K	-62.98%
Dec 31, 2023	CITADEL ADVISORS LLC	0.43%	167.41K	71.73M	-324.79K	-65.99%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.44%	172.74K	74.01M	35.6K	+25.96%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.86%	340.02K	145.69M	15.55K	+4.79%

Insiders

Among the WSO insiders holding of 0.4% of the stake in company, MANLEY PAUL F, director, holds the largest shares of 6.25K. DARNELL DAVID C., director, is the second largest WSO insider with ownership of 5.75K shares. DICKINS DENISE, director, stands third with possession of 5.3K shares of that stake.

Insiders	Designation	Shares Held
MANLEY PAUL F	director	6.25K
DARNELL DAVID C.	director	5.75K
DICKINS DENISE	director	5.3K
FEDRIZZI STEVEN R	director	2.11K
MOSS BOB L	director	1.7K
KEELEY BRIAN E.	director	737
NAHMAD ALBERT H	Chairman and CEO	0
UNITED TECHNOLOGIES CORP /DE/	10 percent owner	0
ALVAREZ CESAR L	director	0
LOGAN BARRY S	Executive Vice President	0
SAPE GEORGE	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 12, 2023	ALVAREZ CESAR L	SALE	412.34	5K	2.06M	0
May 22, 2023	ALVAREZ CESAR L	SALE	332.64	4K	1.33M	0
Apr 28, 2021	LOGAN BARRY S	SALE	294.44	4.23K	1.24M	0
Aug 03, 2020	SAPE GEORGE	SALE	235.25	4.67K	1.1M	0
Jun 11, 2020	SAPE GEORGE	SALE	175.23	560	98.13K	7.47K
Mar 05, 2020	LOGAN BARRY S	SALE	173.72	500	86.86K	9K
Mar 04, 2020	LOGAN BARRY S	SALE	167.76	3.8K	637.5K	0
Dec 04, 2019	KEELEY BRIAN E.	PURCHASE	178.13	737	131.28K	737
Dec 02, 2019	KEELEY BRIAN E.	PURCHASE	179.83	100	17.98K	2.32K
Nov 14, 2019	MOSS BOB L	SALE	178.10	100	17.81K	1.7K
Oct 21, 2019	SAPE GEORGE	SALE	174.87	550	96.18K	8.03K
Dec 20, 2018	LOGAN BARRY S	SALE	141.27	2.5K	353.17K	13.3K
Nov 22, 2017	LOGAN BARRY S	SALE	164.30	3.25K	533.3K	15.8K
Feb 28, 2017	UNITED TECHNOLOGIES CORP /DE/	SALE	140.68	1.25M	175.85M	0
Dec 09, 2015	DARNELL DAVID C.	SALE	121.66	3K	364.99K	5.75K
Nov 12, 2015	LOGAN BARRY S	SALE	121.85	8K	974.84K	15.05K
Nov 21, 2014	MANLEY PAUL F	SALE	101.28	3K	303.84K	6.25K
Sep 19, 2014	MOSS BOB L	PURCHASE	88.14	3K	264.41K	10K
Aug 26, 2014	LOGAN BARRY S	SALE	93.69	4K	374.75K	0
Oct 23, 2013	LOGAN BARRY S	SALE	96.17	4.89K	470.38K	1.97K
Sep 20, 2013	DICKINS DENISE	PURCHASE	93.55	540	50.52K	5.3K
Dec 21, 2012	FEDRIZZI STEVEN R	SALE	75.79	1.59K	120.13K	2.11K
Nov 28, 2012	NAHMAD ALBERT H	SALE	71.36	28.8K	2.06M	0
Nov 27, 2012	NAHMAD ALBERT H	SALE	71.44	28.89K	2.06M	0
Nov 26, 2012	NAHMAD ALBERT H	SALE	72.31	2.72K	196.76K	0
Nov 23, 2012	NAHMAD ALBERT H	SALE	72.41	4.73K	342.44K	0
Nov 21, 2012	NAHMAD ALBERT H	SALE	71.84	9.7K	696.82K	0
Nov 20, 2012	NAHMAD ALBERT H	SALE	72.57	5.7K	413.65K	0
May 02, 2012	DICKINS DENISE	SALE	73.88	300	22.16K	0
May 02, 2012	LOGAN BARRY S	SALE	72.92	100	7.29K	0

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares6.1

Short Percent Of Float9.05

Shares Outstanding34.90M

Shares Float32.90M

Shares Short2.47M

Short Ratio6.78

9.05%

Short % of Float

6.1%

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

0.4% Percentage of Shares held by All Insiders

111.92% Percentage of Shares held by All Institutions

112.37% Percentage of Float held by Institutions

1027

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	MORGAN STANLEY	2.17%	824.87K	277.94M	211.92K	+34.57%
Dec 31, 2025	BAILLIE GIFFORD & CO	2.42%	917.49K	309.15M	-26.59K	-2.82%
Dec 31, 2025	STATE STREET CORP	3.27%	1.24M	418.03M	2.52K	+0.20%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.11%	1.56M	525.63M	46.8K	+3.09%
Dec 31, 2025	BASKIN FINANCIAL SERVICES INC.	0.19%	70.56K	23.78M	-627	-0.88%
Dec 31, 2025	HRT FINANCIAL LP	0.19%	70.74K	23.84M	60.7K	+604.34%
Dec 31, 2025	ALPS ADVISORS INC	0.19%	70.77K	23.85M	70.77K	+100.00%
Dec 31, 2025	VANGUARD GROUP INC	9.29%	3.52M	1.19B	-27.55K	-0.78%
Dec 31, 2025	BLACKROCK, INC.	9.72%	3.69M	1.24B	-57.21K	-1.53%
Dec 31, 2025	CAPITAL INTERNATIONAL INVESTORS	12.24%	4.64M	1.56B	2.36M	+103.11%
Dec 31, 2025	SWISS NATIONAL BANK	0.25%	95.64K	32.23M	-5K	-4.97%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.26%	100.45K	33.85M	-8.24K	-7.58%
Dec 31, 2025	RHUMBLINE ADVISERS	0.27%	103.36K	34.83B	324	+0.31%
Dec 31, 2025	DONALDSON CAPITAL MANAGEMENT, LLC	0.29%	109.93K	37.04M	-14.86K	-11.91%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.27%	103.5K	34.88M	-9.32K	-8.26%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.29%	109.61K	36.93M	4.07K	+3.86%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.38%	145.13K	48.92M	-1.4K	-0.96%
Dec 31, 2025	JPMORGAN CHASE & CO	0.57%	214.8K	72.38M	-100.82K	-31.94%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.58%	218.59K	73.65M	-58.16K	-21.02%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.59%	225.25K	75.91M	-2.07K	-0.91%
Dec 31, 2025	BROWN BROTHERS HARRIMAN & CO	0.61%	230.99K	77.83M	31.26K	+15.65%
Dec 31, 2025	CALEDONIA INVESTMENTS PLC	0.61%	232.93K	78.49M	13.5K	+6.15%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.62%	234.58K	79.04M	174.88K	+292.93%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.67%	254.2K	85.65M	-51.89K	-16.95%
Dec 31, 2025	BAHL & GAYNOR INC	0.69%	260.79K	87.87M	2.5K	+0.97%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.38%	145.41K	49M	-10.65K	-6.82%
Dec 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.71%	1.41M	474.05M	-139.52K	-9.02%
Dec 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.29%	110.22K	37.14M	-992	-0.89%
Dec 31, 2025	AEGON ASSET MANAGEMENT UK PLC	0.3%	114K	38.44M	-7.19K	-5.93%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.8%	304.76K	102.69M	-32.82K	-9.72%
Dec 31, 2025	HAMLIN CAPITAL MANAGEMENT, LLC	0.9%	340.32K	114.67M	-65.16K	-16.07%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	1.01%	382.85K	129M	-99.26K	-20.59%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.04%	393.87K	132.71M	-15.7K	-3.83%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.05%	396.51K	133.61M	6.03K	+1.55%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	1.07%	404.8K	136.4M	231.73K	+133.88%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.12%	426.36K	143.66M	-26.26K	-5.80%
Dec 31, 2025	CAPITAL WORLD INVESTORS	1.14%	434.02K	146.24M	-200K	-31.54%
Dec 31, 2025	DAVENPORT & CO LLC	1.24%	470.18K	159.29M	113.33K	+31.76%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	1.78%	675.44K	227.59M	-124.52K	-15.57%
Dec 31, 2025	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.3%	112.6K	37.94M	106.88K	+1,869.24%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.21%	77.76K	26.2M	-3.04K	-3.77%
Dec 31, 2025	WILKINSON GLOBAL ASSET MANAGEMENT LLC	0.21%	78.93K	26.59M	-2.76K	-3.38%
Dec 31, 2025	HOWLAND CAPITAL MANAGEMENT LLC	0.22%	83.86K	28.26M	-7.25K	-7.96%
Dec 31, 2025	ANCHOR CAPITAL ADVISORS LLC	0.23%	85.39K	28.77M	6.43K	+8.14%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	88.8K	29.92M	52.6K	+145.30%
Dec 31, 2025	DEARBORN PARTNERS LLC	0.25%	94.73K	31.92M	-3.2K	-3.27%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.8%	305.28K	102.86M	167.08K	+120.90%
Dec 31, 2025	NORGES BANK	0.87%	328.99K	110.85M	328.99K	+100.00%
Dec 31, 2025	CONESTOGA CAPITAL ADVISORS, LLC	0.3%	115.57K	38.94M	21.12K	+22.36%
Dec 31, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.31%	116.99K	39.42M	-15.7K	-11.83%
Dec 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.32%	120.5K	40.6M	56.9K	+89.46%
Dec 31, 2025	CITIGROUP INC	0.33%	125.1K	42.15M	95.56K	+323.52%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.34%	128.58K	43.32M	-466	-0.36%
Dec 31, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.36%	135.13K	45.53M	103.59K	+328.42%
Dec 31, 2025	ROYAL BANK OF CANADA	0.36%	137.66K	46.38M	-91.16K	-39.84%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.39%	149.01K	50.21M	-37.97K	-20.31%
Dec 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.4%	152.45K	51.37M	36.1K	+31.03%
Dec 31, 2025	VANTAGE INVESTMENT PARTNERS, LLC	0.44%	166.17K	55.99M	68.44K	+70.03%
Dec 31, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.44%	167.19K	56.33M	47.19K	+39.32%
Dec 31, 2025	UBS GROUP AG	0.49%	186.88K	62.97M	72.98K	+64.07%
Dec 31, 2025	WELCH & FORBES LLC	0.56%	210.72K	71M	-2.51K	-1.18%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.56%	213.6K	71.97M	62.99K	+41.82%
Dec 31, 2025	NORTHERN TRUST CORP	0.84%	319.16K	107.54M	-9.63K	-2.93%
Dec 31, 2025	FMR LLC	5.19%	1.97M	662.75M	-1.03M	-34.48%
Dec 31, 2025	MARKEL GROUP INC.	1.52%	577.67K	194.65M	12.5K	+2.21%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.68%	638.01K	214.37M	5.18K	+0.82%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.4%	150.61K	60.89M	-22.45K	-12.97%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.41%	156.05K	63.09M	6.02K	+4.01%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.89%	337.59K	136.49M	-7.31K	-2.12%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.46%	173.08K	69.98M	171.65K	+12,054.35%
Sep 30, 2025	DAVENPORT & CO LLC	0.94%	356.84K	143.75M	36.01K	+11.22%
Sep 30, 2025	HOLOCENE ADVISORS, LP	0.26%	99.39K	40.18M	42.9K	+75.95%
Sep 30, 2025	SWISS NATIONAL BANK	0.27%	100.64K	40.69M	-4.8K	-4.55%
Sep 30, 2025	RHUMBLINE ADVISERS	0.27%	103.04K	41.66M	-3.57K	-3.35%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.28%	104.35K	42.19M	-2.68K	-2.51%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.28%	105.54K	42.67M	-2.17K	-2.01%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.34%	129.04K	52.17M	-31.35K	-19.54%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.36%	138.2K	55.87M	89.5K	+183.78%
Sep 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.29%	111.21K	44.96M	-1.57K	-1.39%
Sep 30, 2025	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.35%	132.7K	53.65M	-16.68K	-11.17%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.39%	146.53K	59.27M	18.09K	+14.09%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.49%	186.98K	75.59M	-27.19K	-12.70%
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.53%	199.74K	80.75M	45.22K	+29.26%
Sep 30, 2025	WELCH & FORBES LLC	0.56%	213.23K	86.21M	1.04K	+0.49%
Sep 30, 2025	CALEDONIA INVESTMENTS PLC	0.58%	219.43K	88.71M	25K	+12.86%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.73%	276.75K	111.89M	14.01K	+5.33%
Sep 30, 2025	NORTHERN TRUST CORP	0.87%	328.8K	132.93M	3.92K	+1.21%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	1.03%	390.48K	157.87M	1.38K	+0.35%
Sep 30, 2025	HAMLIN CAPITAL MANAGEMENT, LLC	1.07%	405.48K	163.94M	47.64K	+13.31%
Sep 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.29%	110.16K	44.54M	2.01K	+1.85%
Sep 30, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.32%	120K	48.52M	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.2%	452.61K	182.99M	-11.26K	-2.43%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	1.27%	482.11K	194.92M	-42.67K	-8.13%
Sep 30, 2025	MARKEL GROUP INC.	1.49%	565.17K	228.5M	0	0
Sep 30, 2025	MORGAN STANLEY	1.62%	612.94K	247.81M	22.78K	+3.86%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.67%	632.84K	255.1M	3.58K	+0.57%
Sep 30, 2025	CAPITAL WORLD INVESTORS	1.67%	634.02K	256.33M	0	0
Sep 30, 2025	BLAIR WILLIAM & CO/IL	2.11%	799.96K	323.42M	-6.7K	-0.83%
Sep 30, 2025	BAILLIE GIFFORD & CO	2.49%	944.09K	381.69M	-32.26K	-3.30%
Sep 30, 2025	STATE STREET CORP	3.27%	1.24M	500.57M	16.6K	+1.36%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4%	1.51M	611.54M	27.17K	+1.83%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4.08%	1.55M	625.21M	13.7K	+0.89%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	6.04%	2.29M	924.19M	2.01M	+741.45%
Sep 30, 2025	FMR LLC	7.93%	3M	1.21B	-111.13K	-3.57%
Sep 30, 2025	VANGUARD GROUP INC	9.38%	3.55M	1.44B	-21.12K	-0.59%
Sep 30, 2025	BLACKROCK, INC.	9.88%	3.74M	1.51B	-29.83K	-0.79%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.08%	409.57K	165.59M	34.8K	+9.29%
Sep 30, 2025	FENIMORE ASSET MANAGEMENT INC	0.19%	70.7K	28.58M	726	+1.04%
Sep 30, 2025	BASKIN FINANCIAL SERVICES INC.	0.19%	71.19K	28.78M	1.85K	+2.66%
Sep 30, 2025	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.19%	71.92K	29.08M	-2.94K	-3.92%
Sep 30, 2025	INVESCO LTD.	0.19%	73.47K	29.71M	4.24K	+6.12%
Sep 30, 2025	ANCHOR CAPITAL ADVISORS LLC	0.21%	78.97K	31.93M	-161	-0.20%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.21%	80.81K	32.67M	-1.71K	-2.07%
Sep 30, 2025	WILKINSON GLOBAL ASSET MANAGEMENT LLC	0.22%	81.68K	33.02M	208	+0.26%
Sep 30, 2025	SWEDBANK AB	0.22%	84.39K	34.12M	5.81K	+7.39%
Sep 30, 2025	RIVERBRIDGE PARTNERS LLC	0.23%	86.35K	34.91M	-6.25K	-6.75%
Sep 30, 2025	HOWLAND CAPITAL MANAGEMENT LLC	0.24%	91.11K	36.84M	-19.32K	-17.49%
Sep 30, 2025	CONESTOGA CAPITAL ADVISORS, LLC	0.25%	94.45K	38.19M	-11.24K	-10.64%
Sep 30, 2025	VANTAGE INVESTMENT PARTNERS, LLC	0.26%	97.73K	39.51M	70.39K	+257.51%
Sep 30, 2025	DEARBORN PARTNERS LLC	0.26%	97.94K	39.6M	11.88K	+13.80%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.28%	106.08K	42.89M	15.62K	+17.26%
Sep 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.35%	132.68K	53.64M	-2.35K	-1.74%
Sep 30, 2025	CITADEL ADVISORS LLC	0.28%	107.2K	43.34M	-105.25K	-49.54%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.29%	108.69K	43.94M	-201	-0.18%
Sep 30, 2025	UBS GROUP AG	0.3%	113.9K	46.05M	24.34K	+27.17%
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.31%	116.34K	47.04M	-10.45K	-8.24%
Sep 30, 2025	AEGON ASSET MANAGEMENT UK PLC	0.32%	121.19K	48.87M	4.97K	+4.27%
Sep 30, 2025	DONALDSON CAPITAL MANAGEMENT, LLC	0.33%	124.79K	50.45M	40.33K	+47.74%
Sep 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.36%	137.44K	54.99M	63.25K	+85.24%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.3%	112.82K	45.62M	10.58K	+10.35%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.6%	227.31K	91.89M	-8.42K	-3.57%
Sep 30, 2025	ROYAL BANK OF CANADA	0.6%	228.81K	92.51M	-19.28K	-7.77%
Sep 30, 2025	BAHL & GAYNOR INC	0.68%	258.29K	104.42M	-19.75K	-7.10%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.81%	306.09K	123.75M	-9.26K	-2.94%
Sep 30, 2025	JPMORGAN CHASE & CO	0.83%	315.63K	127.61M	-27.77K	-8.09%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.66%	629.26K	277.04M	-132.24K	-17.37%
Jun 30, 2025	PREMIER FUND MANAGERS LTD	0.27%	100.37K	43.82M	334	+0.33%
Jun 30, 2025	HANDELSBANKEN FONDER AB	0.25%	94.06K	41.54M	-29.4K	-23.81%
Jun 30, 2025	RIVERBRIDGE PARTNERS LLC	0.24%	92.6K	40.9M	-10.92K	-10.55%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.24%	90.47K	39.95B	80.28K	+787.79%
Jun 30, 2025	DEARBORN PARTNERS LLC	0.23%	86.06K	38M	8.45K	+10.89%
Jun 30, 2025	DONALDSON CAPITAL MANAGEMENT, LLC	0.22%	84.46K	37.3M	82.97K	+5,564.86%
Jun 30, 2025	WILKINSON GLOBAL ASSET MANAGEMENT LLC	0.22%	81.48K	35.98M	-5.69K	-6.53%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.21%	80.49K	35.55M	-6.42K	-7.38%
Jun 30, 2025	ANCHOR CAPITAL ADVISORS LLC	0.21%	79.13K	34.94M	-2.58K	-3.16%
Jun 30, 2025	SWEDBANK AB	0.21%	78.59K	34.7M	2.85K	+3.77%
Jun 30, 2025	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.2%	74.86K	33.06M	11.78K	+18.68%
Jun 30, 2025	GENEVA CAPITAL MANAGEMENT LLC	0.2%	74.32K	32.82M	8.26K	+12.51%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.2%	74.2K	32.8M	8.75K	+13.37%
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.19%	72.89K	32.19M	-3.25K	-4.26%
Jun 30, 2025	FENIMORE ASSET MANAGEMENT INC	0.18%	69.98K	30.9M	11.57K	+19.81%
Jun 30, 2025	BASKIN FINANCIAL SERVICES INC.	0.18%	69.34K	30.62M	1.8K	+2.67%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.18%	68.23K	30.13M	7	+0.01%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.18%	67.77K	30.88M	7.2K	+11.88%
Jun 30, 2025		0.17%	66.18K	29.23M	-14.91K	-18.38%
Jun 30, 2025	CAPITAL ADVISORS INC/OK	0.16%	60.55K	26.74M	637	+1.06%
Jun 30, 2025	TWINBEECH CAPITAL LP	0.15%	57.32K	25.31M	57.32K	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.91%	343.39K	151.65M	-153.04K	-30.83%
Jun 30, 2025	NORTHERN TRUST CORP	0.86%	324.87K	143.47M	-10.71K	-3.19%
Jun 30, 2025	DAVENPORT & CO LLC	0.85%	320.83K	141.17M	-3.96K	-1.22%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.83%	315.35K	139.26M	-12.96K	-3.95%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.62%	235.74K	104.1M	12.38K	+5.54%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.4%	150.03K	66.23M	6.53K	+4.55%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	1.03%	389.1K	171.84M	1.23K	+0.32%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.99%	374.77K	165.5M	-1.04K	-0.28%
Jun 30, 2025	HAMLIN CAPITAL MANAGEMENT, LLC	0.94%	357.84K	158.03M	6.57K	+1.87%
Jun 30, 2025	BAHL & GAYNOR INC	0.73%	278.04K	122.79M	-12.29K	-4.23%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.72%	271.66K	119.97M	271.66K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.46%	173.06K	76.43M	-13.52K	-7.25%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.42%	160.39K	70.83M	15.33K	+10.57%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.41%	154.52K	68.24M	8.33K	+5.69%
Jun 30, 2025	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.39%	149.38K	65.97M	2.98K	+2.03%
Jun 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.36%	135.03K	59.63M	4.54K	+3.48%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.34%	128.44K	56.72M	2.33K	+1.85%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.33%	126.8K	56M	19.51K	+18.18%
Jun 30, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.32%	120K	52.99M	54K	+81.82%
Jun 30, 2025	AEGON ASSET MANAGEMENT UK PLC	0.31%	116.23K	51.13M	3.66K	+3.25%
Jun 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.3%	112.78K	49.81M	-1.93K	-1.69%
Jun 30, 2025	RHUMBLINE ADVISERS	0.28%	106.61K	47.08M	765	+0.72%
Jun 30, 2025	CONESTOGA CAPITAL ADVISORS, LLC	0.28%	105.69K	46.68M	500	+0.48%
Jun 30, 2025	SWISS NATIONAL BANK	0.28%	105.44K	46.57M	7.2K	+7.33%
Jun 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.29%	108.15K	47.76M	-45.1K	-29.43%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.28%	107.7K	47.56M	-223	-0.21%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.28%	107.03K	47.27M	-8.28K	-7.18%
Jun 30, 2025	BLACKROCK, INC.	9.96%	3.77M	1.67B	48.97K	+1.32%
Jun 30, 2025	VANGUARD GROUP INC	9.43%	3.57M	1.58B	3.32K	+0.09%
Jun 30, 2025	FMR LLC	8.22%	3.11M	1.37B	-294.82K	-8.65%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4.05%	1.53M	676.87M	-24.91K	-1.60%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.92%	1.49M	656.04M	31.48K	+2.16%
Jun 30, 2025	STATE STREET CORP	3.23%	1.22M	539.45M	-16.56K	-1.34%
Jun 30, 2025	BAILLIE GIFFORD & CO	2.58%	976.34K	431.17M	-42.76K	-4.20%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	2.13%	806.66K	356.24M	-8.06K	-0.99%
Jun 30, 2025	CAPITAL WORLD INVESTORS	1.67%	634.02K	280M	0	0
Jun 30, 2025	MORGAN STANLEY	1.56%	590.16K	260.63B	-78.6K	-11.75%
Jun 30, 2025	MARKEL GROUP INC.	1.49%	565.17K	249.59M	-25.33K	-4.29%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	1.39%	524.78K	231.75M	-34.8K	-6.22%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.22%	463.87K	204.86M	5.61K	+1.22%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.91%	344.9K	152.31B	-123.98K	-26.44%
Jun 30, 2025	CITADEL ADVISORS LLC	0.56%	212.45K	93.82B	-78.63K	-27.01%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.69%	262.74K	116.03M	-5.55K	-2.07%
Jun 30, 2025	ROYAL BANK OF CANADA	0.66%	248.09K	109.56M	18.5K	+8.06%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.57%	214.17K	94.58M	-116.01K	-35.14%
Jun 30, 2025	WELCH & FORBES LLC	0.56%	212.19K	93.71M	-67	-0.03%
Jun 30, 2025	LORD, ABBETT & CO. LLC	0.52%	198.5K	87.66M	-41.58K	-17.32%
Jun 30, 2025	BARCLAYS PLC	0.52%	195.12K	86.17M	-31.09K	-13.74%
Jun 30, 2025	CALEDONIA INVESTMENTS PLC	0.51%	194.43K	85.81M	0	0
Jun 30, 2025	NORGES BANK	0.51%	192.08K	84.83M	192.08K	+100.00%
Jun 30, 2025	HOWLAND CAPITAL MANAGEMENT LLC	0.29%	110.43K	48.77M	-4.4K	-3.83%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.29%	108.89K	48.09M	1.12K	+1.04%
Mar 31, 2025	BAHL & GAYNOR INC	0.77%	290.33K	147.57M	38.8K	+15.42%
Mar 31, 2025	CITADEL ADVISORS LLC	0.77%	291.08K	147.96M	129.43K	+80.07%
Mar 31, 2025	BROWN BROTHERS HARRIMAN & CO	0.39%	146.2K	74.31M	13.8K	+10.43%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.43%	163.01K	82.86M	118.26K	+264.32%
Mar 31, 2025	JPMORGAN CHASE & CO	1.32%	496.43K	252.33M	18.96K	+3.97%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	1.48%	559.57K	284.43M	-36.41K	-6.11%
Mar 31, 2025	MARKEL GROUP INC.	1.56%	590.5K	300.15M	0	0
Mar 31, 2025	CAPITAL WORLD INVESTORS	1.68%	634.02K	322.27M	-5K	-0.78%
Mar 31, 2025	FMR LLC	9.03%	3.41M	1.73B	-63.43K	-1.83%
Mar 31, 2025	VANGUARD GROUP INC	9.45%	3.57M	1.81B	-49.25K	-1.36%
Mar 31, 2025	BLACKROCK, INC.	9.86%	3.72M	1.89B	-12.39K	-0.33%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1%	375.8K	191.02M	4.08K	+1.10%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.29%	107.93K	54.86M	-2.6K	-2.35%
Mar 31, 2025	DAVENPORT & CO LLC	0.86%	324.8K	164.45M	-2.93K	-0.89%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.87%	328.3K	166.88M	-13.77K	-4.03%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.87%	330.18K	167.83M	-23.67K	-6.69%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.38%	143.51K	72.95M	-14.31K	-9.07%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.38%	145.06K	73.73M	14.68K	+11.26%
Mar 31, 2025	NORTHERN TRUST CORP	0.89%	335.58K	170.58M	2.24K	+0.67%
Mar 31, 2025	STATE STREET CORP	3.28%	1.24M	629.32M	16.34K	+1.34%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.85%	1.45M	739.09M	82.98K	+6.05%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4.13%	1.56M	791.73M	7.76K	+0.50%
Mar 31, 2025	UBS GROUP AG	0.37%	138.42K	70.36M	149	+0.11%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.33%	126.11K	64.1M	17.34K	+15.94%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.03%	387.87K	197.15M	335.5K	+640.61%
Mar 31, 2025	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.39%	146.41K	74.42M	1.97K	+1.36%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.02%	761.5K	386.38M	36.32K	+5.01%
Mar 31, 2025	MORGAN STANLEY	1.77%	668.76K	339.93M	59.09K	+9.69%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.24%	468.88K	238.33M	180.95K	+62.85%
Mar 31, 2025	BAILLIE GIFFORD & CO	2.7%	1.02M	518.01M	-78.98K	-7.19%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	2.16%	814.71K	414.12M	43.78K	+5.68%
Mar 31, 2025	HAMLIN CAPITAL MANAGEMENT, LLC	0.93%	351.27K	178.55M	6.25K	+1.81%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.21%	458.27K	232.94M	-8.45K	-1.81%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.71%	268.28K	136.37M	8.18K	+3.14%
Mar 31, 2025	WELCH & FORBES LLC	0.56%	212.26K	107.89M	-2.02K	-0.94%
Mar 31, 2025	CALEDONIA INVESTMENTS PLC	0.52%	194.43K	98.91M	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.49%	186.59K	94.84M	44.89K	+31.68%
Mar 31, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.35%	130.49K	66.33M	3.62K	+2.85%
Mar 31, 2025	LORD, ABBETT & CO. LLC	0.64%	240.09K	122.04M	19.5K	+8.84%
Mar 31, 2025	ROYAL BANK OF CANADA	0.61%	229.6K	116.71M	1.48K	+0.65%
Mar 31, 2025	BARCLAYS PLC	0.6%	226.21K	114.99M	-11.43K	-4.81%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.59%	223.36K	113.51M	4.37K	+2.00%
Mar 31, 2025	HANDELSBANKEN FONDER AB	0.33%	123.46K	62.75M	1K	+0.82%
Mar 31, 2025	AEGON ASSET MANAGEMENT UK PLC	0.3%	112.57K	57.02M	-26.59K	-19.11%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.31%	115.31K	58.61M	-6.88K	-5.63%
Mar 31, 2025	HOWLAND CAPITAL MANAGEMENT LLC	0.3%	114.82K	58.37M	-4.07K	-3.42%
Mar 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.3%	114.71K	58.31M	526	+0.46%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.29%	107.77K	54.78M	-158	-0.15%
Mar 31, 2025	INVESCO LTD.	0.29%	109.73K	55.78M	-78.75K	-41.78%
Mar 31, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.41%	153.26K	77.9M	-109.18K	-41.60%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.45%	167.33K	72.28M	-5.41K	-3.13%
Mar 31, 2024	HANDELSBANKEN FONDER AB	0.46%	168.46K	72.77M	22K	+15.02%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.49%	177.5K	76.68M	-76.16K	-30.02%
Mar 31, 2024	JENNISON ASSOCIATES LLC	0.5%	185.63K	80.19M	62.59K	+50.87%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.51%	187.61K	81.04M	53.65K	+40.05%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.53%	191.97K	82.92M	-30.17K	-13.58%
Mar 31, 2024	SWEDBANK AB	0.57%	210K	90.71M	210K	+100.00%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.58%	212.75K	91.9M	-98.04K	-31.55%
Mar 31, 2024	WELCH & FORBES LLC	0.6%	219.9K	94.99M	6.21K	+2.91%
Mar 31, 2024	CALEDONIA INVESTMENTS PLC	0.61%	225.43K	97.25M	-8.66K	-3.70%
Mar 31, 2024	ROYAL BANK OF CANADA	0.67%	242.68K	104.83M	11.54K	+4.99%
Mar 31, 2024	NORTHERN TRUST CORP	0.67%	244.62K	105.67M	-42.28K	-14.74%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.76%	277.82K	120.01M	-4.84K	-1.71%
Mar 31, 2024	MORGAN STANLEY	0.79%	286.22K	123.64M	-93.21K	-24.57%
Mar 31, 2024	JPMORGAN CHASE & CO	1.25%	454.1K	196.16M	44.35K	+10.82%
Mar 31, 2024	INVESCO LTD.	1.31%	476.35K	205.77M	104.71K	+28.18%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.43%	521.51K	225.28M	-14.45K	-2.70%
Mar 31, 2024	MARKEL GROUP INC.	1.54%	566.25K	244.6M	9.5K	+1.71%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.65%	601.23K	259.32M	-21.57K	-3.46%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	1.67%	614.07K	265.26M	-24.01K	-3.76%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	1.77%	645.13K	278.68M	9.17K	+1.44%
Mar 31, 2024	CAPITAL WORLD INVESTORS	2%	739.02K	319.23M	-169.28K	-18.64%
Mar 31, 2024	MOTLEY FOOL ASSET MANAGEMENT LLC	0.88%	320.01K	138.23M	231.99K	+263.56%
Mar 31, 2024	HAMLIN CAPITAL MANAGEMENT, LLC	0.8%	295.35K	127.58M	-482	-0.16%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	2.18%	792.01K	342.12M	16.49K	+2.13%
Mar 31, 2024	STATE STREET CORP	3.21%	1.17M	504.96M	-5.69K	-0.48%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.41%	1.24M	522.35M	51.66K	+4.34%
Mar 31, 2024	BAILLIE GIFFORD & CO	3.95%	1.46M	629.97M	-17.95K	-1.22%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4.57%	1.69M	728.11M	29.61K	+1.79%
Mar 31, 2024	FMR LLC	8.37%	3.05M	1.32B	1.62M	+113.38%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.28%	101.09K	43.67M	33.61K	+49.80%
Mar 31, 2024	SWISS NATIONAL BANK	0.28%	101.44K	43.82M	-3.5K	-3.34%
Mar 31, 2024	DEARBORN PARTNERS LLC	0.28%	102.25K	44.17M	-34.3K	-25.12%
Mar 31, 2024	CAPITAL ADVISORS INC/OK	0.28%	102.9K	44.45M	17.62K	+20.66%
Mar 31, 2024	KING LUTHER CAPITAL MANAGEMENT CORP	0.28%	103.21K	44.58M	5.87K	+6.03%
Mar 31, 2024	RHUMBLINE ADVISERS	0.29%	105.29K	45.48M	-4.62K	-4.21%
Mar 31, 2024	PREMIER FUND MANAGERS LTD	0.3%	110K	47.72M	-2K	-1.79%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.33%	119.66K	51.69M	404	+0.34%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.34%	123.5K	53.35M	-5.62K	-4.35%
Mar 31, 2024		0.57%	210K	90.71M	210K	+100.00%
Mar 31, 2024	MITSUBISHI UFJ TRUST & BANKING CORP	1.05%	388.4K	168.42M	-56.93K	-12.78%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.06%	386.71K	167.05M	-32.01K	-7.64%
Mar 31, 2024	VANGUARD GROUP INC	9.37%	3.41M	1.47B	146.31K	+4.48%
Mar 31, 2024	BLACKROCK INC.	10.07%	3.66M	1.58B	-387.34K	-9.56%
Mar 31, 2024	GW&K INVESTMENT MANAGEMENT, LLC	0.37%	137.81K	59.53M	-1.5K	-1.08%
Mar 31, 2024	BAHL & GAYNOR INC	0.63%	230.64K	99.63M	-17.83K	-7.17%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.65%	234.9K	101.47M	-20.16K	-7.90%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.91%	335.61K	144.97M	-4.41K	-1.30%
Mar 31, 2024	BOSTON FINANCIAL MANGEMENT LLC	0.95%	349.53K	150.99M	1.59K	+0.46%
Mar 31, 2024	BARCLAYS PLC	0.98%	356.78K	154.12M	-43.51K	-10.87%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.01%	366.74K	158.42M	6.44K	+1.79%
Mar 31, 2024	DAVENPORT & CO LLC	1.03%	380.19K	164.46M	-2.18K	-0.57%
Mar 31, 2024	ANCHOR CAPITAL ADVISORS LLC	0.35%	127.79K	55.2M	-37.38K	-22.63%
Mar 31, 2024	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.36%	131.98K	57.01M	6.19K	+4.92%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.36%	131.15K	56.65M	443	+0.34%
Mar 31, 2024	NORDEA INVESTMENT MANAGEMENT AB	0.37%	135.62K	59.02M	24.7K	+22.26%
Mar 31, 2024	HOWLAND CAPITAL MANAGEMENT LLC	0.37%	135.73K	58.63M	-5.51K	-3.90%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.38%	137.3K	59.31M	-6.44K	-4.48%
Mar 31, 2024	RIVERBRIDGE PARTNERS LLC	0.38%	140.6K	60.73M	-2.24K	-1.57%
Mar 31, 2024	AEGON ASSET MANAGEMENT UK PLC	0.43%	156.76K	67.64M	5.47K	+3.62%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.45%	166.92K	72.1M	967	+0.58%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.79%	310.79K	133.16M	5.95K	+1.95%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.34%	133.96K	57.4M	63.56K	+90.27%
Dec 31, 2023	DEARBORN PARTNERS LLC	0.35%	136.55K	58.51M	-38.15K	-21.84%
Dec 31, 2023	GW&K INVESTMENT MANAGEMENT, LLC	0.35%	139.31K	59.69M	-3.3K	-2.31%
Dec 31, 2023	HOWLAND CAPITAL MANAGEMENT LLC	0.36%	141.25K	60.52M	-1	0.00%
Dec 31, 2023	RIVERBRIDGE PARTNERS LLC	0.36%	142.84K	61.2M	-1.2K	-0.83%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.37%	143.74K	61.59M	783	+0.55%
Dec 31, 2023	HANDELSBANKEN FONDER AB	0.37%	146.46K	62.75M	30K	+25.76%
Dec 31, 2023	BOSTON FINANCIAL MANGEMENT LLC	0.88%	347.95K	149.08M	-5.8K	-1.64%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.92%	360.3K	154.38M	-52.16K	-12.65%
Dec 31, 2023	INVESCO LTD.	0.94%	371.64K	159.24M	71.58K	+23.86%
Dec 31, 2023	MORGAN STANLEY	0.96%	379.43K	162.57M	128.17K	+51.01%
Dec 31, 2023	WESTFIELD CAPITAL MANAGEMENT CO LP	0.46%	181.06K	77.58M	4.53K	+2.56%
Dec 31, 2023	WELCH & FORBES LLC	0.54%	213.69K	91.56M	1.29K	+0.61%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.56%	222.14K	95.18M	-8.01K	-3.48%
Dec 31, 2023	ROYAL BANK OF CANADA	0.59%	231.13K	99.03M	104.6K	+82.67%
Dec 31, 2023	CALEDONIA INVESTMENTS PLC	0.59%	234.08K	100.45M	-5K	-2.09%
Dec 31, 2023	NORGES BANK	0.61%	240.29K	102.96M	240.29K	+100.00%
Dec 31, 2023	BAHL & GAYNOR INC	0.63%	248.47K	106.46M	-9.24K	-3.59%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.64%	253.66K	108.68M	62.05K	+32.38%
Dec 31, 2023	DAVENPORT & CO LLC	0.97%	382.37K	163.85M	-61.42K	-13.84%
Dec 31, 2023	BARCLAYS PLC	1.02%	400.29K	171.51M	49.1K	+13.98%
Dec 31, 2023	JPMORGAN CHASE & CO	1.04%	409.75K	175.57M	297.33K	+264.47%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.06%	418.72K	179.41M	-134.66K	-24.33%
Dec 31, 2023	MITSUBISHI UFJ TRUST & BANKING CORP	1.13%	445.32K	191.18M	-54.28K	-10.86%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.36%	535.96K	229.64M	-7.99K	-1.47%
Dec 31, 2023	MARKEL GROUP INC.	1.42%	556.75K	238.55M	11K	+2.02%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.58%	622.8K	266.48M	22.73K	+3.79%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	1.62%	635.96K	272.49M	635.96K	+100.00%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	1.62%	638.08K	273.4M	-7.95K	-1.23%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	1.97%	775.52K	332.29M	5.05K	+0.66%
Dec 31, 2023	CAPITAL WORLD INVESTORS	2.31%	908.3K	389.18M	0	0
Dec 31, 2023	STATE STREET CORP	2.99%	1.17M	503.31M	75.29K	+6.85%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.03%	1.19M	490.23M	-119.83K	-9.15%
Dec 31, 2023	FMR LLC	3.63%	1.43M	612.08M	16.86K	+1.19%
Dec 31, 2023	BAILLIE GIFFORD & CO	3.75%	1.48M	632.56M	-404.78K	-21.52%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4.21%	1.66M	709.52M	4	0.00%
Dec 31, 2023	VANGUARD GROUP INC	8.3%	3.27M	1.4B	55.12K	+1.72%
Dec 31, 2023	BLACKROCK INC.	10.3%	4.05M	1.74B	-66.71K	-1.62%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.65%	255.06K	109.29M	28.05K	+12.35%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.72%	282.66K	121.11M	-10.17K	-3.47%
Dec 31, 2023	NORTHERN TRUST CORP	0.73%	286.9K	122.93M	-21.97K	-7.11%
Dec 31, 2023	HAMLIN CAPITAL MANAGEMENT, LLC	0.75%	295.83K	126.76M	16.01K	+5.72%
Dec 31, 2023	AEGON ASSET MANAGEMENT UK PLC	0.38%	151.29K	64.91M	151.29K	+100.00%
Dec 31, 2023	ANCHOR CAPITAL ADVISORS LLC	0.42%	165.18K	70.77M	-10.58K	-6.02%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.42%	165.95K	71.1M	568	+0.34%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.42%	166K	71.13M	-282.36K	-62.98%
Dec 31, 2023	CITADEL ADVISORS LLC	0.43%	167.41K	71.73M	-324.79K	-65.99%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.44%	172.74K	74.01M	35.6K	+25.96%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.86%	340.02K	145.69M	15.55K	+4.79%

Insiders

Insiders	Designation	Shares Held
MANLEY PAUL F	director	6.25K
DARNELL DAVID C.	director	5.75K
DICKINS DENISE	director	5.3K
FEDRIZZI STEVEN R	director	2.11K
MOSS BOB L	director	1.7K
KEELEY BRIAN E.	director	737
NAHMAD ALBERT H	Chairman and CEO	0
UNITED TECHNOLOGIES CORP /DE/	10 percent owner	0
ALVAREZ CESAR L	director	0
LOGAN BARRY S	Executive Vice President	0
SAPE GEORGE	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 12, 2023	ALVAREZ CESAR L	SALE	412.34	5K	2.06M	0
May 22, 2023	ALVAREZ CESAR L	SALE	332.64	4K	1.33M	0
Apr 28, 2021	LOGAN BARRY S	SALE	294.44	4.23K	1.24M	0
Aug 03, 2020	SAPE GEORGE	SALE	235.25	4.67K	1.1M	0
Jun 11, 2020	SAPE GEORGE	SALE	175.23	560	98.13K	7.47K
Mar 05, 2020	LOGAN BARRY S	SALE	173.72	500	86.86K	9K
Mar 04, 2020	LOGAN BARRY S	SALE	167.76	3.8K	637.5K	0
Dec 04, 2019	KEELEY BRIAN E.	PURCHASE	178.13	737	131.28K	737
Dec 02, 2019	KEELEY BRIAN E.	PURCHASE	179.83	100	17.98K	2.32K
Nov 14, 2019	MOSS BOB L	SALE	178.10	100	17.81K	1.7K
Oct 21, 2019	SAPE GEORGE	SALE	174.87	550	96.18K	8.03K
Dec 20, 2018	LOGAN BARRY S	SALE	141.27	2.5K	353.17K	13.3K
Nov 22, 2017	LOGAN BARRY S	SALE	164.30	3.25K	533.3K	15.8K
Feb 28, 2017	UNITED TECHNOLOGIES CORP /DE/	SALE	140.68	1.25M	175.85M	0
Dec 09, 2015	DARNELL DAVID C.	SALE	121.66	3K	364.99K	5.75K
Nov 12, 2015	LOGAN BARRY S	SALE	121.85	8K	974.84K	15.05K
Nov 21, 2014	MANLEY PAUL F	SALE	101.28	3K	303.84K	6.25K
Sep 19, 2014	MOSS BOB L	PURCHASE	88.14	3K	264.41K	10K
Aug 26, 2014	LOGAN BARRY S	SALE	93.69	4K	374.75K	0
Oct 23, 2013	LOGAN BARRY S	SALE	96.17	4.89K	470.38K	1.97K
Sep 20, 2013	DICKINS DENISE	PURCHASE	93.55	540	50.52K	5.3K
Dec 21, 2012	FEDRIZZI STEVEN R	SALE	75.79	1.59K	120.13K	2.11K
Nov 28, 2012	NAHMAD ALBERT H	SALE	71.36	28.8K	2.06M	0
Nov 27, 2012	NAHMAD ALBERT H	SALE	71.44	28.89K	2.06M	0
Nov 26, 2012	NAHMAD ALBERT H	SALE	72.31	2.72K	196.76K	0
Nov 23, 2012	NAHMAD ALBERT H	SALE	72.41	4.73K	342.44K	0
Nov 21, 2012	NAHMAD ALBERT H	SALE	71.84	9.7K	696.82K	0
Nov 20, 2012	NAHMAD ALBERT H	SALE	72.57	5.7K	413.65K	0
May 02, 2012	DICKINS DENISE	SALE	73.88	300	22.16K	0
May 02, 2012	LOGAN BARRY S	SALE	72.92	100	7.29K	0

WSO Stock Ownership Breakdown

Watsco

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions