| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 15% | $94,289,366 | 6,170,770 | First Trust Portfolios L.P. | 31 Dec 2024 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 2.7% | 1,129,578 | +3.8% | 0.22% | $18,400,000 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2.1% | 863,504 | -2.2% | 0.33% | $14,066,474 |
| MORGAN STANLEY | 2.1% | 853,771 | +106% | 0% | $13,907,955 |
| ROYAL BANK OF CANADA | 1.6% | 655,971 | +2.6% | 0% | $10,686,000 |
| Truffle Hound Capital, LLC | 1.5% | 600,000 | 0% | 6.1% | $9,774,000 |
| WELLS FARGO & COMPANY/MN | 1.3% | 547,733 | -1.3% | 0% | $8,922,572 |
| Invesco Ltd. | 0.99% | 409,129 | -19% | 0% | $6,664,711 |
| Cetera Investment Advisers | 0.56% | 230,564 | +5.4% | 0% | $3,755,901 |
| GUGGENHEIM CAPITAL LLC | 0.5% | 207,423 | +28% | 0.03% | $3,378,921 |
| LPL Financial LLC | 0.46% | 189,956 | +1.5% | 0% | $3,094,375 |
| Stratos Wealth Advisors, LLC | 0.46% | 188,644 | +1.8% | 0.15% | $3,073,018 |
| Fiera Capital Corp | 0.37% | 152,559 | -6.6% | 0.01% | $2,485,186 |
| OSAIC HOLDINGS, INC. | 0.36% | 146,776 | +5.1% | 0% | $2,401,205 |
| Thrivent Financial for Lutherans | 0.26% | 106,922 | 0% | 0% | $1,742,000 |
| NWF Advisory Services Inc. | 0.24% | 97,030 | +12% | 0.17% | $1,580,625 |
| RAYMOND JAMES FINANCIAL INC | 0.2% | 84,603 | -12% | 0% | $1,378,171 |
| EASTERLY INVESTMENT PARTNERS LLC | 0.2% | 81,739 | 0% | 0.09% | $1,331,528 |
| STIFEL FINANCIAL CORP | 0.18% | 72,419 | +15% | 0% | $1,179,713 |
| US BANCORP \DE\ | 0.15% | 63,814 | +111% | 0% | $1,039,530 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 0.15% | 61,884 | +11% | 0.21% | $1,008,101 |
| JANE STREET GROUP, LLC | 0.14% | 57,271 | +94% | 0% | $932,944 |
| BANK OF AMERICA CORP /DE/ | 0.13% | 54,463 | -20% | 0% | $887,204 |
| Lido Advisors, LLC | 0.13% | 52,822 | 0% | 0% | $860,470 |
| BENJAMIN EDWARDS INC | 0.11% | 43,514 | -11% | 0.01% | $708,876 |
| Ethos Financial Group, LLC | 0.11% | 43,453 | +19% | 0.06% | $707,849 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 43,142 | $661,985 | $15.35 | 2 | |
| 2025 Q3 | 7,638,521 | $124,440,050 | -$5,146,382 | $16.29 | 89 |
| 2025 Q2 | 9,091,913 | $144,873,166 | -$10,612,787 | $15.92 | 94 |
| 2025 Q1 | 9,780,708 | $153,861,583 | +$456,041 | $15.70 | 100 |
| 2024 Q4 | 9,764,679 | $144,506,434 | +$13,439,899 | $14.72 | 97 |
| 2024 Q3 | 8,232,160 | $142,888,639 | +$142,888,639 | $17.40 | 79 |