| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 5.1% | $31,051,198 | 2,891,173 | Morgan Stanley | 31 Mar 2025 | |||
| FIRST TRUST PORTFOLIOS LP | 4.7% | $29,726,290 | 2,767,811 | First Trust Portfolios L.P. | 31 Dec 2024 |
| Filer | Ownership | Holdings Value | Nb Shares | Share Change % |
|---|---|---|---|---|
| MORGAN STANLEY | 13% | $84,455,002 | 7,299,479 | +1.3% |
| Saba Capital Management, L.P. | 4.2% | $27,704,805 | 2,394,538 | +10% |
| Karpus Management, Inc. | 2.6% | $17,178,583 | 1,484,752 | -5.1% |
| SIT INVESTMENT ASSOCIATES INC | 1.8% | $11,897,000 | 1,028,268 | -16% |
| GUGGENHEIM CAPITAL LLC | 1.8% | $11,694,400 | 1,010,752 | -1.6% |
| Advisors Asset Management, Inc. | 1.5% | $9,931,943 | 858,422 | +23% |
| Invesco Ltd. | 1.5% | $9,867,984 | 852,894 | +2.1% |
| WELLS FARGO & COMPANY/MN | 1.3% | $8,833,917 | 763,519 | -3.4% |
| RAYMOND JAMES FINANCIAL INC | 1% | $6,838,335 | 591,040 | +1.6% |
| 1607 Capital Partners, LLC | 1% | $6,780,113 | 586,008 | -39% |
| LPL Financial LLC | 0.85% | $5,542,718 | 479,060 | +26% |
| Pathstone Holdings, LLC | 0.71% | $4,661,558 | 402,900 | -20% |
| ROYAL BANK OF CANADA | 0.48% | $3,144,000 | 271,771 | -4.2% |
| Allspring Global Investments Holdings, LLC | 0.46% | $3,038,340 | 262,605 | +7.2% |
| LAZARD ASSET MANAGEMENT LLC | 0.45% | $2,959,826 | 255,819 | -51% |
| BANK OF AMERICA CORP /DE/ | 0.38% | $2,463,102 | 212,887 | -5.5% |
| NBC SECURITIES, INC. | 0.32% | $2,095,497 | 181,114 | +13% |
| Shaker Financial Services, LLC | 0.31% | $2,064,898 | 178,470 | +102% |
| UBS Group AG | 0.3% | $1,976,874 | 170,862 | -12% |
| WOLVERINE ASSET MANAGEMENT LLC | 0.27% | $1,784,522 | 154,237 | +102% |
| Thrivent Financial for Lutherans | 0.27% | $1,776,000 | 153,535 | 0% |
| ENVESTNET ASSET MANAGEMENT INC | 0.26% | $1,719,060 | 148,579 | -2% |
| D.A. DAVIDSON & CO. | 0.24% | $1,564,148 | 135,190 | +3.7% |
| Private Advisor Group, LLC | 0.21% | $1,406,195 | 121,538 | -0.27% |
| PARK AVENUE SECURITIES LLC | 0.21% | $1,378,000 | 119,108 | -2.5% |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 126,171 | $1,477,000 | +$82,682 | $11.71 | 1 |
| 2025 Q3 | 22,164,178 | $256,437,929 | -$3,808,069 | $11.57 | 101 |
| 2025 Q2 | 22,519,946 | $255,602,333 | -$13,649,897 | $11.35 | 103 |
| 2025 Q1 | 23,727,826 | $257,650,241 | -$9,000,911 | $10.85 | 100 |
| 2024 Q4 | 24,559,033 | $264,531,555 | -$6,536,386 | $10.77 | 102 |
| 2024 Q3 | 25,161,943 | $283,285,395 | -$7,103,357 | $11.26 | 97 |
| 2024 Q2 | 25,744,619 | $273,073,740 | +$10,476,629 | $10.61 | 99 |
| 2024 Q1 | 24,588,949 | $257,125,819 | +$12,599,422 | $10.46 | 98 |
| 2023 Q4 | 23,488,041 | $233,009,030 | +$5,186,609 | $9.92 | 107 |
| 2023 Q3 | 22,862,153 | $215,584,761 | +$2,414,057 | $9.43 | 106 |
| 2023 Q2 | 22,589,487 | $227,486,021 | -$70,133 | $10.07 | 95 |
| 2023 Q1 | 22,577,698 | $224,236,548 | -$10,001,929 | $9.93 | 99 |
| 2022 Q4 | 23,576,707 | $225,399,391 | +$3,526,129 | $9.56 | 102 |
| 2022 Q3 | 23,121,468 | $203,719,006 | -$370,645 | $8.81 | 95 |
| 2022 Q2 | 23,089,739 | $226,034,058 | +$44,319,591 | $9.77 | 98 |
| 2022 Q1 | 23,181,884 | $262,195,527 | +$11,401,328 | $11.31 | 99 |
| 2021 Q4 | 22,130,845 | $269,779,303 | +$2,844,672 | $12.18 | 95 |
| 2021 Q3 | 21,875,121 | $256,370,435 | -$299,349 | $11.71 | 85 |
| 2021 Q2 | 21,892,908 | $274,879,739 | -$21,062,246 | $12.55 | 86 |
| 2021 Q1 | 23,511,690 | $270,188,128 | +$25,436,504 | $11.49 | 92 |
| 2020 Q4 | 21,114,217 | $230,344,045 | +$1,541,641 | $10.91 | 96 |
| 2020 Q3 | 20,851,101 | $199,485,461 | +$270,429 | $9.57 | 88 |
| 2020 Q2 | 22,378,472 | $210,806,171 | -$5,339,522 | $9.42 | 82 |
| 2020 Q1 | 21,212,853 | $175,947,991 | +$4,036,759 | $8.29 | 87 |
| 2019 Q4 | 20,484,431 | $225,130,200 | -$4,133,695 | $10.99 | 92 |
| 2019 Q3 | 20,524,151 | $214,062,119 | -$2,116,800 | $10.43 | 91 |
| 2019 Q2 | 20,721,532 | $222,286,698 | +$560,566 | $10.73 | 92 |
| 2019 Q1 | 21,031,068 | $224,951,640 | +$2,758,527 | $10.70 | 97 |
| 2018 Q4 | 20,851,262 | $195,375,075 | +$17,735,311 | $9.37 | 104 |
| 2018 Q3 | 19,017,566 | $208,990,533 | +$21,453,239 | $10.99 | 96 |
| 2018 Q2 | 17,047,533 | $189,677,450 | -$818,020 | $11.12 | 88 |
| 2018 Q1 | 17,113,444 | $198,265,363 | -$4,264,069 | $11.57 | 90 |
| 2017 Q4 | 17,454,740 | $218,366,469 | -$12,914,556 | $12.51 | 90 |
| 2017 Q3 | 18,048,250 | $244,567,054 | -$15,249,652 | $13.56 | 75 |
| 2017 Q2 | 19,184,496 | $254,182,758 | -$9,744,476 | $13.25 | 82 |
| 2017 Q1 | 19,986,901 | $247,846,196 | -$4,657,718 | $12.40 | 81 |
| 2016 Q4 | 20,372,334 | $235,778,648 | +$20,032,030 | $11.57 | 88 |
| 2016 Q3 | 18,376,525 | $225,188,000 | +$7,496,887 | $12.25 | 74 |
| 2016 Q2 | 17,903,068 | $212,078,948 | -$17,686,488 | $11.85 | 71 |
| 2016 Q1 | 19,092,089 | $227,363,000 | +$7,860,014 | $11.88 | 75 |
| 2015 Q4 | 18,658,225 | $237,993,000 | +$2,994,960 | $12.76 | 66 |
| 2015 Q3 | 18,420,231 | $223,021,000 | +$3,247,833 | $12.10 | 61 |
| 2015 Q2 | 18,087,429 | $248,669,871 | +$824,547 | $13.75 | 62 |
| 2015 Q1 | 18,364,654 | $254,671,971 | +$3,169,574 | $13.88 | 66 |
| 2014 Q4 | 17,654,679 | $231,798,110 | +$17,403,294 | $13.13 | 69 |
| 2014 Q3 | 17,570,238 | $247,862,645 | +$278,715 | $14.11 | 64 |
| 2014 Q2 | 17,553,999 | $263,965,612 | +$4,128,195 | $15.05 | 62 |
| 2014 Q1 | 17,275,011 | $252,676,315 | +$12,531,959 | $14.63 | 66 |