| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 7.8% | +7.1% | $25,220,756 | +$1,499,721 | 1,792,520 | +6.3% | Wells Fargo & Company | 30 Sep 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 7.8% | 1,792,521 | +6.3% | 0.01% | $25,220,759 |
| MORGAN STANLEY | 2.1% | 483,519 | +10% | 0% | $6,803,124 |
| Advisors Asset Management, Inc. | 1.8% | 420,778 | +12% | 0.1% | $5,920,346 |
| GUGGENHEIM CAPITAL LLC | 1.6% | 371,118 | -3.2% | 0.04% | $5,221,630 |
| Foundations Investment Advisors, LLC | 1.6% | 370,332 | +5% | 0.08% | $5,210,565 |
| United Advisor Group, LLC | 1.5% | 351,855 | +4.6% | 0.67% | $4,950,596 |
| Invesco Ltd. | 1.4% | 326,194 | +9.5% | 0% | $4,589,550 |
| AdvisorNet Financial, Inc | 1.4% | 319,133 | +36% | 0.25% | $4,490,207 |
| Hennion & Walsh Asset Management, Inc. | 1.2% | 264,787 | +11% | 0.13% | $3,725,553 |
| Janney Montgomery Scott LLC | 1% | 234,501 | +809% | 0.01% | $3,299,000 |
| NewEdge Wealth, LLC | 0.94% | 216,714 | +63% | 0.04% | $3,018,826 |
| Huntleigh Advisors, Inc. | 0.93% | 214,792 | +6.9% | 0.52% | $3,022,117 |
| Capital Investment Advisors, LLC | 0.88% | 201,101 | -1.2% | 0.05% | $2,829,486 |
| STIFEL FINANCIAL CORP | 0.82% | 189,230 | -38% | 0% | $2,662,473 |
| BANK OF AMERICA CORP /DE/ | 0.8% | 184,597 | -26% | 0% | $2,597,277 |
| Secure Asset Management, LLC | 0.61% | 141,017 | -20% | 0.33% | $1,981,295 |
| Farther Finance Advisors, LLC | 0.47% | 107,227 | -22% | 0.02% | $1,508,685 |
| Curated Wealth Partners LLC | 0.37% | 85,639 | 0% | 0.15% | $1,204,940 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.33% | 75,052 | -38% | 0.07% | $1,055,982 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.3% | 69,503 | -0.28% | 0.06% | $977,907 |
| &PARTNERS | 0.29% | 67,380 | +88% | 0.01% | $948,031 |
| OSAIC HOLDINGS, INC. | 0.25% | 56,994 | -6.8% | 0% | $823,747 |
| Virtu Financial LLC | 0.24% | 55,893 | 0.04% | $786,000 | |
| Polar Asset Management Partners Inc. | 0.24% | 54,731 | +2.6% | 0.02% | $770,065 |
| Virtus Investment Advisers, LLC | 0.22% | 50,547 | -1.4% | 0.2% | $711,196 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 7,500 | $99,750 | +$6,650 | $13.30 | 2 |
| 2025 Q3 | 7,277,659 | $102,384,037 | +$1,104,051 | $14.07 | 65 |
| 2025 Q2 | 7,193,644 | $102,311,326 | +$3,224,574 | $14.22 | 59 |
| 2025 Q1 | 6,956,383 | $98,165,665 | +$5,722,104 | $14.12 | 52 |
| 2024 Q4 | 6,553,658 | $99,026,139 | +$1,418,295 | $15.11 | 49 |
| 2024 Q3 | 6,277,621 | $95,921,260 | -$920,759 | $15.28 | 50 |
| 2024 Q2 | 6,342,448 | $94,412,599 | +$3,320,176 | $14.89 | 49 |
| 2024 Q1 | 6,104,291 | $86,846,967 | -$4,509,952 | $14.23 | 47 |
| 2023 Q4 | 6,420,965 | $88,198,804 | -$2,502,175 | $13.75 | 51 |
| 2023 Q3 | 6,616,520 | $85,351,095 | -$3,394,276 | $12.90 | 48 |
| 2023 Q2 | 6,893,298 | $84,991,911 | -$4,482,375 | $12.33 | 55 |
| 2023 Q1 | 7,258,984 | $86,908,849 | -$12,203,088 | $11.97 | 56 |
| 2022 Q4 | 8,247,097 | $95,678,522 | -$4,890,170 | $11.59 | 63 |
| 2022 Q3 | 8,678,703 | $102,026,000 | -$839,553 | $11.75 | 58 |
| 2022 Q2 | 8,763,297 | $106,915,000 | +$15,218,438 | $12.20 | 61 |
| 2022 Q1 | 8,544,686 | $123,446,628 | +$1,007,509 | $14.44 | 57 |
| 2021 Q4 | 8,483,253 | $138,528,015 | +$1,071,989 | $16.33 | 52 |
| 2021 Q3 | 8,267,755 | $133,858,760 | -$2,645,680 | $16.19 | 53 |
| 2021 Q2 | 8,454,279 | $136,709,340 | -$6,622,215 | $16.17 | 52 |
| 2021 Q1 | 8,849,263 | $133,011,060 | +$6,560,056 | $15.03 | 55 |
| 2020 Q4 | 8,197,634 | $117,138,580 | -$2,234,922 | $14.29 | 51 |
| 2020 Q3 | 8,208,961 | $104,081,360 | -$1,161,743 | $12.68 | 45 |
| 2020 Q2 | 8,266,310 | $98,617,000 | -$4,489,083 | $11.93 | 44 |
| 2020 Q1 | 8,661,814 | $93,449,000 | +$9,948,607 | $10.79 | 51 |
| 2019 Q4 | 7,722,352 | $118,537,000 | +$171,513 | $15.35 | 53 |
| 2019 Q3 | 7,715,940 | $114,953,000 | -$1,748,915 | $14.90 | 56 |
| 2019 Q2 | 7,832,698 | $118,516,000 | -$2,968,844 | $15.13 | 56 |
| 2019 Q1 | 8,021,250 | $119,032,000 | -$3,974,732 | $14.84 | 57 |
| 2018 Q4 | 8,386,648 | $115,727,000 | +$5,958,709 | $13.80 | 63 |
| 2018 Q3 | 7,969,171 | $123,765,000 | -$4,393,020 | $15.53 | 52 |
| 2018 Q2 | 8,237,539 | $133,439,000 | +$5,539,161 | $16.09 | 50 |
| 2018 Q1 | 7,878,663 | $127,975,000 | +$4,847,132 | $16.24 | 42 |
| 2017 Q4 | 7,649,706 | $125,609,000 | +$5,103,775 | $16.42 | 46 |
| 2017 Q3 | 7,333,530 | $120,278,000 | +$5,143,559 | $16.40 | 43 |
| 2017 Q2 | 6,952,112 | $113,659,000 | +$18,785,588 | $16.35 | 38 |
| 2017 Q1 | 5,804,139 | $92,970,612 | -$6,047,208 | $16.02 | 40 |
| 2016 Q4 | 6,234,233 | $94,009,000 | +$348,802 | $15.08 | 42 |
| 2016 Q3 | 6,219,805 | $92,363,790 | +$1,769,358 | $14.85 | 42 |
| 2016 Q2 | 6,127,239 | $84,251,000 | -$9,161,143 | $13.75 | 39 |
| 2016 Q1 | 6,792,139 | $90,872,000 | +$1,682,895 | $13.38 | 43 |
| 2015 Q4 | 6,501,761 | $86,862,000 | +$5,709,799 | $13.36 | 47 |
| 2015 Q3 | 5,949,475 | $83,108,000 | +$12,789,761 | $13.97 | 38 |
| 2015 Q2 | 4,972,784 | $76,231,000 | +$3,408,790 | $15.33 | 28 |
| 2015 Q1 | 4,867,543 | $79,119,000 | +$2,641,433 | $16.26 | 28 |
| 2014 Q4 | 4,516,567 | $71,468,002 | +$4,651,545 | $15.82 | 34 |
| 2014 Q3 | 3,921,397 | $66,837,658 | +$19,100,578 | $17.04 | 27 |
| 2014 Q2 | 2,795,163 | $50,866,075 | +$8,758,455 | $18.21 | 28 |
| 2014 Q1 | 2,303,000 | $41,754,720 | +$5,129,612 | $18.12 | 25 |