| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 9.5% | $81,639,045 | 10,041,703 | Morgan Stanley | 31 Mar 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11% | 11,345,638 | -2.2% | 0.01% | $107,329,745 |
| WELLS FARGO & COMPANY/MN | 2.7% | 2,875,152 | +4.9% | 0.01% | $27,198,940 |
| Allspring Global Investments Holdings, LLC | 2.2% | 2,332,907 | -0.62% | 0.04% | $22,069,300 |
| Penserra Capital Management LLC | 2% | 2,128,219 | +5% | 0.24% | $20,132,000 |
| LPL Financial LLC | 1.4% | 1,519,571 | +13% | 0% | $14,375,145 |
| Karpus Management, Inc. | 1.1% | 1,137,303 | -43% | 0.34% | $10,758,885 |
| GUGGENHEIM CAPITAL LLC | 0.68% | 720,647 | +21% | 0.05% | $6,817,321 |
| WNY Asset Management, LLC | 0.62% | 659,170 | +1.4% | 0.6% | $6,235,747 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 0.61% | 641,556 | -72% | 0.35% | $6,069,120 |
| Waterfront Wealth Inc. | 0.58% | 616,999 | -21% | 1.2% | $5,944,784 |
| Advisors Asset Management, Inc. | 0.52% | 552,302 | +29% | 0.09% | $5,224,777 |
| BANK OF AMERICA CORP /DE/ | 0.49% | 514,604 | +3.8% | 0% | $4,868,150 |
| RAYMOND JAMES FINANCIAL INC | 0.48% | 510,655 | +18% | 0% | $4,830,796 |
| Hennion & Walsh Asset Management, Inc. | 0.47% | 496,790 | -0.91% | 0.17% | $4,699,633 |
| SIT INVESTMENT ASSOCIATES INC | 0.47% | 495,670 | -6.3% | 0.1% | $4,689,000 |
| ROYAL BANK OF CANADA | 0.35% | 369,231 | +9.5% | 0% | $3,493,000 |
| Cetera Investment Advisers | 0.35% | 366,360 | +1068% | 0% | $3,465,771 |
| UBS Group AG | 0.32% | 341,968 | -2.2% | 0% | $3,235,017 |
| Private Advisor Group, LLC | 0.29% | 302,084 | +40% | 0.01% | $2,857,715 |
| AMERIPRISE FINANCIAL INC | 0.28% | 299,593 | +16% | 0% | $2,843,554 |
| Shaker Financial Services, LLC | 0.26% | 276,523 | -26% | 0.9% | $2,615,908 |
| DCF Advisers, LLC | 0.25% | 266,000 | 0% | 0.95% | $2,516,360 |
| WEDBUSH SECURITIES INC | 0.25% | 261,785 | +2.3% | 0.08% | $2,476,000 |
| OPPENHEIMER & CO INC | 0.21% | 223,993 | +8.6% | 0.03% | $2,118,974 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 0.21% | 223,155 | +18% | 0.41% | $2,111,046 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 84,809 | $835,465 | -$463,079 | $9.82 | 2 |
| 2025 Q3 | 33,943,365 | $321,169,371 | -$41,663,561 | $9.46 | 135 |
| 2025 Q2 | 38,570,498 | $341,765,912 | -$23,567,600 | $8.86 | 132 |
| 2025 Q1 | 41,302,249 | $347,187,877 | -$7,125,929 | $8.39 | 145 |
| 2024 Q4 | 42,487,827 | $357,460,506 | -$6,569,808 | $8.41 | 140 |
| 2024 Q3 | 42,730,936 | $388,527,169 | +$219,758 | $9.10 | 133 |
| 2024 Q2 | 42,870,851 | $360,473,297 | +$17,530,499 | $8.41 | 122 |
| 2024 Q1 | 40,510,853 | $335,479,128 | +$5,918,604 | $8.29 | 130 |
| 2023 Q4 | 39,802,856 | $320,792,877 | -$4,780,883 | $8.06 | 128 |
| 2023 Q3 | 38,949,872 | $294,217,494 | +$9,321,275 | $7.56 | 125 |
| 2023 Q2 | 37,603,405 | $310,734,025 | -$490,675 | $8.26 | 124 |
| 2023 Q1 | 37,676,183 | $304,459,290 | -$6,036,076 | $8.08 | 125 |
| 2022 Q4 | 38,396,878 | $299,788,745 | +$8,401,096 | $7.80 | 131 |
| 2022 Q3 | 37,426,578 | $267,339,220 | +$120,490 | $7.14 | 111 |
| 2022 Q2 | 37,414,695 | $302,407,547 | +$89,880,026 | $8.08 | 114 |
| 2022 Q1 | 37,512,909 | $360,381,418 | -$7,696,854 | $9.61 | 111 |
| 2021 Q4 | 38,288,294 | $391,164,110 | -$73,529,370 | $10.22 | 117 |
| 2021 Q3 | 40,194,458 | $391,555,870 | -$7,968,567 | $9.74 | 104 |
| 2021 Q2 | 40,995,256 | $416,973,085 | -$10,183,557 | $10.17 | 105 |
| 2021 Q1 | 41,740,337 | $397,845,043 | +$27,768,014 | $9.53 | 109 |
| 2020 Q4 | 38,750,461 | $342,964,458 | +$6,167,029 | $8.85 | 110 |
| 2020 Q3 | 37,800,654 | $299,981,703 | -$4,976,801 | $7.94 | 94 |
| 2020 Q2 | 40,724,385 | $313,611,850 | -$8,848,986 | $7.70 | 97 |
| 2020 Q1 | 39,415,472 | $259,960,290 | -$1,038,556 | $6.58 | 98 |
| 2019 Q4 | 39,285,929 | $351,524,475 | +$155,432 | $8.95 | 97 |
| 2019 Q3 | 37,707,119 | $314,497,170 | +$12,485,346 | $8.34 | 100 |
| 2019 Q2 | 36,213,677 | $301,960,170 | -$8,067,306 | $8.34 | 95 |
| 2019 Q1 | 38,678,159 | $319,135,125 | +$12,618,263 | $8.25 | 96 |
| 2018 Q4 | 37,521,803 | $270,618,605 | -$35,446,062 | $7.21 | 101 |
| 2018 Q3 | 41,856,566 | $367,368,713 | +$1,187,221 | $8.78 | 102 |
| 2018 Q2 | 41,705,400 | $364,917,313 | +$363,419,820 | $8.75 | 89 |
| 2018 Q1 | 171,183 | $1,520,000 | +$441,862 | $8.91 | 2 |
| 2017 Q4 | 121,756 | $1,153,000 | +$75,777 | $9.47 | 1 |
| 2017 Q3 | 113,754 | $1,023,000 | -$8,094 | $8.99 | 1 |
| 2017 Q2 | 114,654 | $1,008,000 | +$2,972 | $8.79 | 1 |
| 2017 Q1 | 114,316 | $946,000 | +$112,677 | $8.28 | 1 |
| 2016 Q4 | 100,700 | $763,000 | $7.58 | 1 | |
| 2016 Q2 | 0 | $0 | -$55,000 | 0 | |
| 2016 Q1 | 6,600 | $55,000 | $8.33 | 1 |