| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 5.2% | $11,156,565 | 1,080,016 | Sit Investment Associates, Inc. | 30 Sep 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11% | 2,288,426 | -2% | 1.4% | $24,325,969 |
| Gridiron Partners, LLC | 11% | 2,244,314 | 0% | 0.35% | $255,939 |
| SIT INVESTMENT ASSOCIATES INC | 5.2% | 1,080,016 | +166% | 0.23% | $11,481,000 |
| Pathstone Holdings, LLC | 4.4% | 911,321 | +0.67% | 0.04% | $9,687,338 |
| Advisors Asset Management, Inc. | 2.6% | 544,764 | +22% | 0.1% | $5,790,841 |
| GUGGENHEIM CAPITAL LLC | 2.2% | 450,884 | +24% | 0.04% | $4,792,897 |
| Karpus Management, Inc. | 2% | 409,055 | +2.7% | 0.14% | $4,348,255 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 1.8% | 380,756 | -32% | 2.9% | $4,066,474 |
| Hennion & Walsh Asset Management, Inc. | 1.5% | 317,330 | +11% | 0.12% | $3,373,218 |
| MORGAN STANLEY | 1.5% | 313,120 | +7.8% | 0% | $3,328,483 |
| Invesco Ltd. | 1.1% | 222,354 | +5.3% | 0% | $2,363,623 |
| Fiera Capital Corp | 0.82% | 169,835 | -1.1% | 0.01% | $1,805,346 |
| LPL Financial LLC | 0.81% | 168,547 | +243% | 0% | $1,791,659 |
| Rockefeller Capital Management L.P. | 0.57% | 118,420 | +23% | 0% | $1,258,810 |
| Atala Financial Inc | 0.56% | 117,275 | +9.4% | 0.79% | $1,246,635 |
| Ackerman Capital Advisors, LLC | 0.56% | 116,007 | +6.2% | 0.26% | $1,233,154 |
| AMERIPRISE FINANCIAL INC | 0.53% | 110,478 | +8.2% | 0% | $1,174,378 |
| VAN ECK ASSOCIATES CORP | 0.5% | 103,778 | -28% | 0% | $1,103,000 |
| Concurrent Investment Advisors, LLC | 0.4% | 83,100 | 0% | 0.02% | $883,353 |
| Bank of New York Mellon Corp | 0.4% | 82,880 | -0.03% | 0% | $881,010 |
| MACKAY SHIELDS LLC | 0.32% | 65,678 | 0% | 0.02% | $698,157 |
| UBS Group AG | 0.31% | 65,381 | +69% | 0% | $695,000 |
| COHEN & STEERS, INC. | 0.31% | 65,000 | +12% | 0% | $691,000 |
| MELFA WEALTH MANAGEMENT, INC. | 0.31% | 64,785 | 0% | 0.4% | $688,662 |
| Callahan Advisors, LLC | 0.27% | 56,714 | -5% | 0.05% | $602,874 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 97,500 | $1,051,095 | -$24,019,764 | $10.81 | 3 |
| 2025 Q3 | 11,298,578 | $96,523,913 | +$4,113,580 | $10.63 | 66 |
| 2025 Q2 | 8,705,492 | $90,382,993 | +$4,012,368 | $10.32 | 69 |
| 2025 Q1 | 8,382,667 | $88,651,029 | +$1,404,642 | $10.57 | 72 |
| 2024 Q4 | 8,250,983 | $87,067,164 | +$11,885,146 | $10.55 | 74 |
| 2024 Q3 | 6,976,080 | $79,431,857 | -$3,003,813 | $11.39 | 63 |
| 2024 Q2 | 7,259,648 | $80,136,885 | -$1,604,622 | $11.05 | 67 |
| 2024 Q1 | 7,394,869 | $80,365,902 | +$586,154 | $10.91 | 67 |
| 2023 Q4 | 7,342,120 | $79,073,128 | +$4,322,239 | $10.77 | 66 |
| 2023 Q3 | 6,504,822 | $60,446,243 | +$8,088,669 | $9.29 | 59 |
| 2023 Q2 | 5,595,679 | $59,466,527 | +$6,566,121 | $10.63 | 54 |
| 2023 Q1 | 4,976,525 | $53,405,447 | +$5,090,612 | $10.75 | 56 |
| 2022 Q4 | 4,503,665 | $47,128,506 | +$16,539,473 | $10.45 | 54 |
| 2022 Q3 | 2,723,996 | $27,485,760 | +$3,628,832 | $10.09 | 53 |
| 2022 Q2 | 2,380,388 | $27,012,875 | -$395,747 | $11.36 | 49 |
| 2022 Q1 | 2,374,220 | $30,623,507 | +$307,898 | $12.91 | 48 |
| 2021 Q4 | 2,340,409 | $37,089,429 | -$823,867 | $15.85 | 44 |
| 2021 Q3 | 2,352,766 | $35,767,980 | +$631,417 | $15.21 | 40 |
| 2021 Q2 | 2,309,703 | $36,261,380 | +$236,024 | $15.70 | 38 |
| 2021 Q1 | 2,294,780 | $34,356,705 | -$2,583,254 | $14.96 | 37 |
| 2020 Q4 | 2,175,744 | $32,334,607 | +$2,348,789 | $14.86 | 41 |
| 2020 Q3 | 2,019,181 | $28,151,965 | -$2,811,332 | $13.94 | 41 |
| 2020 Q2 | 2,223,622 | $30,116,275 | +$6,889,504 | $13.56 | 43 |
| 2020 Q1 | 1,713,484 | $23,283,699 | +$13,864 | $13.59 | 38 |
| 2019 Q4 | 1,779,880 | $26,324,605 | +$1,186,723 | $14.78 | 38 |
| 2019 Q3 | 1,700,960 | $25,031,081 | +$1,689,642 | $14.72 | 38 |
| 2019 Q2 | 1,585,435 | $24,032,590 | +$1,980,477 | $15.16 | 36 |
| 2019 Q1 | 1,455,657 | $21,322,361 | -$411,057 | $14.65 | 36 |
| 2018 Q4 | 1,520,594 | $19,859,462 | -$2,240,615 | $13.06 | 39 |
| 2018 Q3 | 1,660,619 | $22,106,607 | +$966,220 | $13.31 | 42 |
| 2018 Q2 | 1,585,369 | $22,218,424 | +$7,101,766 | $14.01 | 36 |
| 2018 Q1 | 1,076,937 | $15,454,821 | +$2,179,680 | $14.35 | 36 |
| 2017 Q4 | 918,976 | $14,196,000 | -$497,020 | $15.45 | 32 |
| 2017 Q3 | 888,346 | $13,752,000 | -$999,960 | $15.48 | 30 |
| 2017 Q2 | 950,720 | $14,920,000 | +$581,733 | $15.69 | 33 |
| 2017 Q1 | 914,180 | $13,951,000 | -$1,701,137 | $15.26 | 30 |
| 2016 Q4 | 1,030,277 | $15,754,000 | -$1,717,397 | $15.24 | 30 |
| 2016 Q3 | 1,127,004 | $19,097,000 | +$1,989,307 | $17.14 | 30 |
| 2016 Q2 | 999,261 | $18,142,000 | +$2,233,610 | $18.22 | 26 |
| 2016 Q1 | 881,798 | $15,031,080 | -$1,092,234 | $17.04 | 28 |
| 2015 Q4 | 950,716 | $15,620,000 | +$2,477,455 | $16.41 | 29 |
| 2015 Q3 | 798,136 | $12,287,000 | +$45,062 | $15.38 | 29 |
| 2015 Q2 | 802,052 | $11,918,339 | +$25,262 | $14.85 | 30 |
| 2015 Q1 | 792,035 | $12,854,098 | +$1,746,915 | $16.23 | 30 |
| 2014 Q4 | 685,993 | $10,722,707 | +$429,146 | $15.60 | 29 |
| 2014 Q3 | 670,996 | $10,528,574 | +$1,037,043 | $15.70 | 30 |
| 2014 Q2 | 604,845 | $9,466,736 | +$2,156,971 | $15.65 | 27 |
| 2014 Q1 | 470,261 | $6,995,000 | -$1,234,091 | $14.88 | 23 |